Installation Plan Template

Use this Installation Guide template when installing software and for the preparation, training, and conversion from existing systems.

Use this template to:

• Ensure that you have a correctly functioning system
• Develop an installation plan that uses the appropriate installer and considers the component requirements during deployment.
• Specify the configuration values that configure the components to interoperate.

Installation Guide Template: Table of Contents

1    Introduction
1.1 Purpose of this document
1.2 Identification
1.3 Reference information
1.4 Points of Contact

2. Installation Plan
2.1 Scope
2.2 Environment
2.3 Tasks
2.4 Security
2.5 Site Name [x] 2.6 Entry and Exit Criteria
2.7 Backup Procedure
2.8 Installation Test Procedure

3. System Requirements
3.1 Overview of [system] installation
3.2 Software Requirements
3.3 Hardware Requirements
3.4 Operating Systems
3.5 Database Support
3.6 Known problems

4. Installing the [system]

4.1 Prerequisites
4.2 Preparing to install components
4.3 Upgrading from Version X.x
4.4 Starting the installation
4.5 Server Installation
4.6 Client Installation
4.7 Custom Installation
4.8 Using the Installation Wizard
4.9 Uninstalling the [system]

5. Post Installation
5.1 Installing System Updates

6. Troubleshooting

7    Appendices
Glossary of Terms
Acronyms and Abbreviations