Preparations

This section explains the preparations that are needed to set up an equivalent environment in OpenText SaaS.

Check your version

Provide the exact version of your OpenText Application Quality Management environment.

To check the version, go to the Site Administration > Help > About page.

Inform if your environment integrates with the following systems:

Client-side integrations	Whether or not your users are using any client-side integrations with tools such as UFT, BPT, Word add-in, Excel add-in, and extensions.
ALM Synchronizer OpenText Connect	Whether or not ALM Synchronizer or OpenText Connect connectors are hosted on-premises and are used to sync data between OpenText Application Quality Management and third-party applications, such as Jira and TFS.
AutoPass License Server	Whether or not AutoPass License Server is hosted on-premises or is required to be installed on OpenText SaaS for the license management of UFT (QTP).
User authentication systems	Whether or not any integration with user authentication systems is required, such as LDAP and SSO.

Complete the following tasks for client machines.

Download client components to client machines

Consider the following when downloading client components:

When you connect to OpenText Application Quality Management for the first time, you should have admin permissions on your client machines to download client components.
If you do not have admin permissions on your client machines, do MSI deployment to install client components on the client machines.
Install the MSI Generator and test it when it is provisioned in OpenText SaaS.

Start this task early as it may take some time and must be completed before the production migration starts.

Verify your client machines are compatible to system requirements

Verify that your client machines are compatible to access and use the required version in OpenText SaaS.

For details, see Support Matrix.

If a VPN tunnel is required to have a direct connection between on-premises servers and servers in OpenText SaaS, fill a relevant VPN questionnaire.

Next steps: