NATS3 to NATS4 Going Live Checklist

Congratulations! You're almost done with your NATS v3 to NATS v4 migration. Before you go live, you should make sure the following is completed:

Checking Your Imported Information

Member information

Members are associated to the proper affiliate/campaign/site/program/biller
All active members have at least one subscription
Member information such as email address shows up correctly

Affiliate information

Affiliate information matches the username/password
Affiliates can login
Affiliate Payvia information is correct
Affiliates belong to the proper programs
Make sure your affiliates can see/change their info properly in the affiliate area

Payvia Information

Make sure all your payvia types are present
Make sure the dump format you each payvia using the proper smarty variables (Note: they will be different between v3 and v4)
Make sure your affiliates are all associated with a payvia in v4

Site information

Make sure the URL to all of your tours are correct
Your Join Options exist for all of your sites
Your sites belong to the proper program(s)
Any site/tours that you want to hide are either deleted or marked as hidden
The biller info for each tour is filled in correctly
Your special join options are set up correctly
Your site partners are properly linked to their site(s) and their payout(s) are set correctly

Biller information

Account information is accurate
Biller fees are properly set up

Cascade information

Your active cascades have at least one SHOW rule active
Verify that rules are properly set up for all cascades
Billers in your cascades are in the proper order
All the steps in your cascade have a processing type (eg, 'cc', 'check', 'web900', etc.)

Program information

Programs are properly shown/hidden
Program/Site relations are correct (e.g. Site A belongs to Programs 1, 2, and 3 only)
Your affiliates are active for the correct programs
Your payout changes are correctly set up
- Affiliate-specific payouts
- Tiers (if applicable)
- Disabled payouts for in-house accounts (if applicable)
- Priority levels set up in the correct order (the payout change at the top of the list will get highest priority)

Join Option information

Descriptions match up properly
Rules are set up properly for each of your join options
Option-specific biller information is accurate

Cross Sell information

Outgoing

Check that the rule(s) for each of your outgoing cross sales are set up properly
Verify that the account info and ref code for each of your cross sells are filled out completely and correct
(NOTE: Some billers in v4 require require additional information in order for xsells to work in v4! See the individual billers below for details)

Incoming

Make sure each incoming xsell is associated with the proper site/program
Make sure the biller info is correct AND complete
(NOTE: Some billers in v4 require require additional information in order for xsells to work in v4! See the individual billers below for details)

Ad Tool information

Make sure your adtools display properly on the affiliate area
Make sure your adtools are assigned to the proper group
Make sure that the rule(s) for each adtool are set up properly

Things to Check Before Going Live

Your v4 templates are working and functioning properly
- This includes everything affiliate area AS WELL AS all of your join pages
- NATS v3 TEMPLATE VARIABLES WILL NOT WORK IN V4!
Your linkdomains point to your v4 install as soon as you "go live"
Check the currency exchange rates in your v4 install before going live

Postback Information

If you were having NATS v3 post information to outside scripts using one of our various postback features, you may have to alter your postbacks to handle the new format we send our information in. Details on what get sent on v4 postbacks can be found here:

Member Authentication

If you authenticate your members area directly off of the NATS database, you must change your authentication software to check the member table instead of the members table when going live.

Biller-Specific Instructions

Normally, you won't have to change much on your biller's end of things to make them work in NATS v4. However, in certain cases you'll need to make some slight adjustments with your billers to get them to work with v4. We've listed a few of the common things that we'd like to point out. Please refer to the v4 setup instructions for each of your billers (found on this wiki) for complete details.

Note that this normally done AFTER you've gone live in v4.

WTS

Make sure WTS has the new path to the "work" directory so they can send their transaction files to the proper NATS install
WTS cross sells require additional information in v4. Make sure you fill in that additional information in the Upsells Admin before going live

Epoch

Make sure epoch is posting transactions to the EpochTransStats and MemberCancelStats found in your v4 database before going live.

Other Special Cases

If you use process_gateway.php...

You need to make sure your IP and the IP of anyone sending you cross sales is added to the proper configuration variable in your includes/config_override.php file. The format is...

$config['PROCESS_GATEWAY_SECURE_IPS'] = array(
     "0" => "111.222.333.444",
     "1" => "555.666.777.888"
);

Improperly formatting your config_override.php can BREAK YOUR INSTALL COMPLETELY. Any changes you make this file are done so at your own risk. If you do not feel comfortable changing this file, please submit a support ticket and one of our techs can make the change for you.

If You Do Cross Sells With a Gateway Biller...