For The Education Edge, The Financial Edge, and The Raiser's Edge:

  1. Install the patch in a test environment
  2. Run any mission critical processes. For example, verify you can issue checks, run a daily report, etc.
  3. Run any custom reports to verify the reports process correctly. 
  4. Test any customizations created by your organization or by Blackbaud. 
  5. On the server or standalone machine, check the current software version that is installed to ensure it matches the latest released version of the software. 
  6. If you installed a test network environment, check the current software version that is installed on the workstations to ensure it matches the latest released version of the software.

For The Patron Edge:

  1. Install the patch in a test environment.  
  2. Run any mission critical processes. For example, verify you can create a CRM record and sell a ticket. 
  3. Run any custom reports to verify the reports process correctly. 
  4. Test any customizations created by your organization or by Blackbaud. 
  5. On the server or standalone machine, check the current software version that is installed to ensure it matches the latest released version of the software. 
  6. If you installed a test network environment, check the current software version that is installed on the workstations to ensure it matches the latest released version of the software.