BSA/Wealthserv – Maintenance Window Updates
Last updated September 18, 2023 12:30 PM EST
Date | Event | Status |
2023/09/15 | 10:00 PM – 11:00 PM EST – WealthServ Insurance
|
Completed |
2023/08/09 | 12:00 AM – 02:00 AM EST – JIRA and Confluence updates.
|
Completed |
2023/06/04 | 10:00 PM – 10:15 PM EST – WealthServ and Bluesun Advisor.
|
Completed |
2023/05/03 | 10:00 PM – 10:15 PM EST – WealthServ and Bluesun Advisor.
|
Completed |
2023/03/10 | 10:00 PM – 12:00 AM EST -Bluesun Advisor and JIRA.
|
Completed |
2023/03/08 | 10:00 PM EST – Firewall Maintenance on WealthServ and Bluesun Advisor. No expected downtime. | Completed |
2023/02/28 | 10:00 PM EST -Bluesun Advisor and JIRA.
|
Completed |
2023/02/24 | 10:00 PM EST – WealthServ Insurance.
|
Completed |
2023/01/11 | 10:00 PM – 11:00 PM EST – WealthServ Investments.
|
Completed |
2022/11/23 | 10:00 PM – 2:00 AM EST – WealthServ.
|
Completed |
2022/11/22 | 10:00 PM – 2:00 AM EST – WealthServ.
|
Completed |
2022/10/12 | 10:00 PM – 2:00 AM EST – WealthServ Investments.
|
Completed |
2022/09/26 | 10:00 PM – 11:00 PM EST – WealthServ Insurance.
|
Completed |
2022/09/14 | 10:00 PM – 11:00 PM EST – WealthServ Investments.
|
Completed |
2022/07/28 | 10:00 PM – 11:00 PM EST – WealthServ Insurance.
|
Completed |
2022/07/18 | 10:00 PM – 11:00 PM EST – WealthServ Insurance.
|
Completed |
2022/06/10 | 10:00 PM – 11:00 PM EST – WealthServ Insurance.
|
Completed |
2022/06/03 | 10:00 PM – 11:00 PM EST – WealthServ Insurance.
|
Completed |
2022/05/18 | 10:00 PM – 11:00 PM EST – WealthServ Investments.
10:00 PM – 11:00 PM EST – WealthServ Insurance.
|
Completed |
2022/04/04 | 10:00 PM – 10:30 PM EST – WealthServ Insurance. No expected outage.
|
Completed |
2022/03/29 | 10:00 PM – 10:30 PM EST – WealthServ Investments – Broker Compatibility Updates. No expected outage.
|
Completed |
2022/03/28 | 10:00 PM – 12:00 AM EST – Database Maintenance
|
Completed |
2022/03/17 | 10:00 PM – 12:00 AM EST – Forestors BoB Feed Release
|
Postponed |
2022/03/16 | 10:00 PM – 12:00 AM EST – WealthServ Database Maintenance
|
Completed |
2022/02/24 | 12:00 PM – 1:00 PM EST – WealthServ UAT SQL Upgrade
|
Completed |
2022/02/03 | 10:00 PM – 11:00 PM EST – WealthServ Insurance Maintenance
|
Completed |
2022/02/02 | 10:00 PM – 12:00 AM EST – Annual update of SSL Certificates for *.WealthServ.com domain.
This will impact all WealthServ Investments and Insurance. There is not expected to be any outage as a result of the certificate update. |
Completed |
2022/01/28 | WealthServ Investments maintenance 10:00 PM – 12:00 AM EST. WealthServ Investments will be unavailable for approximately 30 minutes.
Bluesun Advisor maintenance 10:00 PM – 12:00 AM EST. There will be no outage for Bluesun Advisor.
WealthServ Insurance maintenance 10:00 PM – 12:00 AM EST.
|
Completed |
2022/01/20 | WealthServ Insurance maintenance 10:00 PM – 12:00 AM EST. WealthServ Insurance will be unavailable for approximately 30 minutes.
Bluesun Advisor maintenance 10:00 PM – 12:00 AM EST. There will be no outage for Bluesun Advisor.
|
Completed |
2022/01/12 | WealthServ Infrastructure Maintenance 10:00 PM – 04:00 AM EST. No expected WealthServ or Bluesun Advisor outages.
|
Completed |
2021/12/17 | WealthServ Insurance Maintenance 10:00 PM – 11:00 PM EST
WealthServ Investments Maintenance 10:00 PM – 11:00 PM EST
|
Completed |
2021/11/23 | BSA Maintenance 10:00 PM – 11:00 PM EST
|
Completed |
2021/10/25 | System Maintenance 10:00 PM – 6:00 AM EST
|
Completed |
2021/10/20 | JIRA Helpdesk Maintenance 10:00 PM – 4:00 AM EST
|
Completed |
2021/10/15 | WealthServ Insurance Maintenance Release 10:00 PM – 11:59 PM EST
|
Completed |
2021/10/01 | WealthServ Insurance Maintenance Release 10:00 PM – 11:59 PM EST
|
Completed |
2021/09/17 | WealthServ Insurance Hotfix Release 10:00 PM – 11:59 PM EST
There is no expected outage for this release. |
Completed |
2021/09/14 | WealthServ Investments Maintenance 10:00 PM – 11:59 PM EST
|
Completed |
2021/09/13 | WealthServ Investments Maintenance 10:00 PM – 11:59 PM EST
|
Completed |
2021/09/09 | JIRA Helpdesk Maintenance 10:00 PM – 11:59 PM EST
|
Completed |
2021/08/13 | WealthServ Investments Maintenance 10:00 PM – 11:59 PM EST
|
Complete |
2021/07/23 | WealthServ Investments Maintenance 10:00 PM – 11:59 PM EST
|
Complete |
2021/05/14 | WealthServ and Bluesun Maintenance 9:00 PM – 11:59 PM EST
To apply performance updates to secure messaging. |
Complete |
2021/05/08 | WealthServ and Bluesun Maintenance 12:00 AM – 01:00 AM EST
This is to perform maintenance as part of the CloundEndure migration for AWS Disaster recovery updates. |
Complete |
2021/05/05 | Support Portal (JIRA) Maintenance 9:00 PM – 11:59 PM EST
This is to perform important maintenance updates in JIRA. JIRA is expected to be unavailable during the maintenance. For emergencies only during this time, please use the emergency support number 905-333-3337. For non emergency issues, please open a JIRA ticket as usual after the maintenance is complete. |
Complete |
2021/04/27 | Investments Backoffice Release 9:00 PM – 11:59 PM EST
This is to address an issue with trade approvals in Backoffice which may affect some users depending on compliance approval configuration in WealthServ. |
Complete |
2021/03/10 | BPCC report optimizations (implement and test)
This is the first in a series of many updates we will need to make to this report to allow it to run more quickly and reliably |
Complete |
2021/03/10 | Date limit parameters on select Datamine reports
Date range limitations will be set to a maximum of 366 days for the following reports:
This measure is necessary to reduce the requests of large amounts of data so that reports can be returned successfully while minimizing the impact to clients while using the system for day to day activities * see further info below |
Complete |
2021/03/10 | Document cleanup (notification feeds)
Normal maintenance that removes duplicate files once they have been uploaded to the newly created policy record |
Complete |
2021/03/10 | Investment Back Office Document Load verification
This is to validate today’s upload issue solution that we were unable to validate during the day. |
Complete |
*Date limit parameters on select Datamine reports
When accessing any of the 3 following reports:
Broker Paid Compensation Report
Written Cases Report
Placed Cases Report
A notification will appear requesting the user, if selecting a date range to limit it to 366 days or less
The following shows the criteria screen with Default options and Date Range options.
IMPORTANT – please advise all Datamine users of the following behaviour:
Should the user select a date range greater than 366 days, a then select download pdf, the screen will revert to the Default Options Screen. There will be no message to indicate that the date range selected is in excess of the 366 day limit.
A message would require further development and a release.
DEFAULT OPTIONS
DATE RANGE OPTIONS