Upgrade to Sanplex latest version
1. Introduction of Sanplex features
1.1. Core Management Framework
1.1.1 Program
1.1.2 Project
1.1.3 Product
1.1.4 Execution
1.1.5 Management Models
1.2. Dashboard
1.2.1 Getting Started with Tutorials
1.2.2 Quick Add
1.2.3 Notification Center
1.2.4 Effort Tracking
1.2.5 Dashboard - Project and Execution
1.2.6 Dashboard - My Work, Contribution, and Recents
1.2.7 Dashboard - Approval
1.2.8 Contacts
1.3. Program
1.3.1 Program List
1.3.2 Program Kanban
1.3.3 Create Program
1.3.4 Create Sub-Programs
1.3.5 Project Charter Management
1.4. Product
1.4.1 Create Product
1.4.2 Manage Modules
1.4.3 Multi-Branch and Multi-Platform Management
1.4.4 Manage Plans
1.4.5 Manage Requirements
1.4.6 Requirement Reviews
1.4.7 Requirement Status and Phase
1.4.8 Create Releases
1.4.9 Track Progress
1.4.10 Business Requirements and Multi-Level Requirements
1.5. Project
1.5.1 Scrum Project
1.5.2. Waterfall Project
1.5.2.1 Manage Project Phases
1.5.2.2 Project Design
1.5.2.3 Project Matrix
1.5.2.4 Project Reports and Earned Value Management
1.5.2.5 Project Baselines
1.5.2.6 Project Change
1.5.3. Kanban Project
1.5.3.1 Set Up Kanban Projects
1.5.3.2 Configure Kanban Boards
1.5.3.3 Use Kanban Boards
1.5.4 Hybrid Agile Project
1.5.5 Hybrid Waterfall Project
1.5.6. Project Settings
1.5.6.1 Project Setup
1.5.6.2 Project Executions
1.5.6.3 Project Requirements
1.5.6.4 Project Builds
1.5.6.5 Project Tests
1.5.6.6 Project Docs
1.5.6.7 Project Releases
1.5.6.8 Project Reports
1.5.6.9 Project Risks
1.5.6.10 Project Issues
1.5.6.11 Project Opportunities
1.5.6.12 Project Deliverables
1.6. Admin Settings
1.7. Workflow

Choose the upgrade approach that aligns with your environment

2022-12-13 17:16:11
Sanplex Content
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Last edited by on 2026-05-09 12:52:14
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Summary: When the ZenTao software needs to be upgraded to a new version, users need to choose the right upgrade method that corresponds to their environment.

Catalog

I. Precautions before upgrade.

  1. It is important to make a backup of the system (backup document: https://www.zentao.pm/book/zentaoguides/862.html) to avoid unnecessary data loss due to mis-operation.
  2. Select a time to upgrade when the system is not being accessed.
  3. Read carefully the upgrade statement.

II. Operations that need to be processed after the upgrade.

  1. We will add or adjust several functions in each version upgrade, so one of the responsibilities of the administrator after the upgrade is to restructure the permissions.
  2. Understand the functions provided by the new version and conduct any necessary training.

III. Choose the right upgrade method according to your environment.

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