VZ Annual Open System Prep Guide (From Archive to Go-Live)
Use this article each year when preparing to open your VZ system for a new season. It explains the archive and push-to-production process, required scheduling, and provides a chronological checklist to guide your setup through go-live.
To Download a PDF Version of this checklist click here
1. Process Overview
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Archive – Your current production system is archived to an offline URL.
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Clear & Refresh – Students and events are cleared; production is refreshed into preproduction.
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Setup & Testing – Configure and test the upcoming season in preproduction.
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Push to Production – Preproduction is copied to production (system is ready, but not live to students yet).
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Go-Live – Once students are imported and the URL is open, students can begin using VZ.
📌 Schedule your Archive & Push-to-Production dates: Scheduling Portal
2. Guidelines
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Upgrades: Allow 16 weeks from full scope approval.
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Maintenance: Allow 4 weeks.
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If VZ assists with setup: Allow 4 weeks.
Access Control & Communications
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Delay student imports until you are truly ready to go live.
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Use Task List and Communication Configuration start dates to prevent early access.
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Align orientation reservation start dates with your intended open date.
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Announce access only when the system is ready.
3. Chronological Checklist
Immediately After Archive
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Confirm with IT and Payment Processor if integration updates are needed.
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Notify IT that imports must pause until production is back online.
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Review/update student data tables (majors, colleges, semesters, campuses, etc.).
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Confirm data file/API format and notify VZ of changes at least 1 month before opening.
Preproduction Setup – Content
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Update email copy and test links (request new shells from VZ if needed).
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Review FAQs, Help Pages, and Instructions.
Preproduction Setup – Events
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Create events for orientation and sessions.
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Ensure at least one filter value is selected under each filtering option.
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Enable guests; set guest fees.
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Add student fees by Student Type.
Preproduction Setup – Test Students
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Manually create test records (never use live students).
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Or request VZ to add test students.
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Complete reservations for all variations to confirm setup.
Preproduction Setup – Communication Configurations
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Review last year’s configurations: update start/end dates, filters, types, and frequency.
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Delete unused configurations.
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Run the canned report to review all configs.
Preproduction Setup – System Review
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Check all reservation pages and custom programming.
Preproduction Setup – Module Review
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Review Task List items (start/end dates, content, assignment).
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Update Event Grouping leaders in Users.
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Review/update Housing, Course Preferences, E-confirmation Packets, Online Orientation, Merchandise, Reservation Downloader, etc.
Preproduction Setup – Reports
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Review and update reports; submit change requests if needed.
Before Go-Live
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Test updates in production with test students.
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Verify all start dates align with the intended opening date.
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Import students only when ready.
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Notify IT to restart imports when ready to go live.
4. Request Timelines
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Maintenance Requests: 4 weeks from scope approval
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Upgrade Requests: 16 weeks from scope approval
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If VZ assists with setup tasks: 4 weeks from scope approval