Migration Execution Guide
You've assessed readiness. Now execute the migration. This guide covers timeline planning, risk mitigation, testing protocols training, and go-live. A checklist for managing your FactoryTalk Optix migration.
Timeline & Project Planning
Milestones
Define clear milestones and target dates for your migration project.
| Item | Target Date |
|---|---|
| Discovery phase complete | |
| Development environment ready | |
| Architecture training complete | |
| Template strategy defined | |
| Team training complete | |
| Screen migration 50% complete | |
| Screen migration 100% complete | |
| Factory Acceptance Testing (FAT) | |
| Site Acceptance Testing (SAT) | |
| Go-live |
Risk Assessment
Identify potential risks and plan mitigation strategies.
| Item | Mitigation Plan |
|---|---|
| Insufficient architecture understanding | |
| Scripts and Global Objects identified | |
| Tight timeline | |
| Limited Optix experience | |
| Critical 24/7 operation | |
| Complex integrations |
Rollback Strategy
Ensure you can revert to ME if critical issues arise during deployment.
| Item | Notes |
|---|---|
| Parallel operation period planned | Duration: |
| Rollback procedure documented | Y/N |
| ME backup preserved | Backup location: |
Testing & Validation
Factory Acceptance Testing (FAT)
Plan comprehensive testing in your facility before deployment.
| Item | Notes |
|---|---|
| FAT created | Y/N |
| FAT schedule defined | Date: |
| Acceptance criteria established | Criteria: |
Site Acceptance Testing (SAT)
Validate the system in the production environment with operator input.
| Item | Notes |
|---|---|
| SAT created | Y/N |
| On-site testing schedule | Date: |
| Operator validation sessions | Sessions: |
| Performance benchmarks defined | Benchmarks: |
Testing Checklist
Verify all functionality works correctly before go-live. This is a high level reference that should be molded to your project.
| Item | Notes |
|---|---|
| All screens accessible via navigation | |
| Tag bindings functional | |
| Alarms triggering correctly | |
| Data logging working | |
| Trends displaying correctly | |
| Recipe load/save functional | |
| User permissions enforced | |
| Multi-language switching works (if applicable) | |
| Performance acceptable (< 2s screen load) | |
| No log errors on Panel Deployment | |
| Cross-browser compatibility (if web clients) | |
| Mobile/tablet responsive (if applicable) |
Operator Training & Documentation
Operator Training
Ensure operators are comfortable with the new Optix interface before go-live.
| Item | Notes |
|---|---|
| Operator training materials created | |
| Training schedule defined | |
| Hands-on training sessions | |
| Operator feedback collected | |
| Sign-off procedures |
Documentation
Create comprehensive documentation for engineers, operators and maintenance personnel.
| Item | Notes |
|---|---|
| Technical Specifications | Y/N: |
| Operator quick reference guide | Y/N: |
| Troubleshooting guide | Y/N: |
| User manual created | Y/N: |
| As-built drawings updated | Y/N: |
Go-Live Preparation
Pre-Launch Checklist
Verify all critical items are complete before cutover.
| Item | Notes |
|---|---|
| All testing complete | Completion date: |
| Operator training complete | Completion date: |
| Documentation finalized | Document location: |
| Backups verified | Backup location: |
| Support plan in place | Support contact: |
| Go-live date confirmed | Date: |
| Rollback plan ready | Plan: |
Post-Launch Support
Plan for intensive support during the critical period after go-live.
| Item | Notes |
|---|---|
| Hypercare period defined | Duration: |
| Support coverage | Coverage: |
| Issue tracking system | System: |
| Escalation procedure | Procedure: |
Project Success Indicators
Your migration is successful when:
- All screens function correctly with proper tag bindings
- Operators can perform their daily tasks without referring to ME
- Performance meets or exceeds ME response times
- No critical issues remain unresolved after hypercare period
- Your template architecture enables rapid configuration of new machines
- Team is confident in maintaining and extending the Optix application
Get Expert Help
Need assistance executing your migration project?
ASQI LLC specializes in FactoryTalk Optix migrations, offering:
- Migration project management
- On-site implementation support
- Testing and commissioning assistance
- Post-launch troubleshooting
- Ongoing support and optimization
This guide may be distributed freely for non-commercial use. Attribution to ASQI LLC is appreciated.
Related Articles
Migration Strategies: Port, Redesign, or Hybrid? — Choose the right migration approach before starting execution.
Testing & Go-Live — After execution, follow this validation and deployment guide.
Development Best Practices for Optix — Coding standards and project structure for your migration implementation.