Installation and updates · Excel and Word pack

OTA rollout, rollback and change record

A free planning record for a staged over-the-air update of tracking devices. Plan the waves, set your go or no-go thresholds, keep the rollback ready, estimate the SIM data, and log every version.

Free: enter your name and e-mail and we email you the files. Works in Excel, Microsoft 365, Google Sheets, LibreOffice and Word.
  • 8 sheets, no macros
  • Go or no-go checks
  • Waves and soak dates
  • Canary group updatedOK
  • Update failures below the thresholdOK
  • Wave 2 at 25 percent, soakingWait
  • Rollback owner namedOK
  • Wave 3 at 50 percent
What's inside

What's inside the OTA record?

Eight Excel sheets and one Word file. Enter the number of devices once and every other sheet follows.

  1. 01

    Change record

    What changes, why now, the current and target versions, the risk level, the devices in scope, the rollback owner and the approval.

  2. 02

    Rollout plan

    A canary group and four waves with cumulative shares and soak days. The sheet works out the devices in each wave and the dates.

  3. 03

    Go or no-go

    Ten checks. You set the threshold, you enter what you observed, and the sheet shows OK or Stop for each check and for the wave.

  4. 04

    Rollback

    Nine steps with an owner, a done flag and a time, and a count that tells you whether the rollback is complete.

  5. 05

    Data estimate

    Firmware and configuration size, a retry allowance and a reserve for rollbacks, in MB and GB, against the monthly data of one SIM.

  6. 06

    Version log

    One row per update: date, versions, devices updated, result and approver. It becomes the history of what runs on your devices.

  7. 07

    Start here and Lists

    How to use the workbook, the color legend, and the lists behind the drop-downs.

  8. 08

    Word record

    The same record on paper: change record, rollout plan, abort criteria, rollback checklist, notice template, result and sign-off. Three pages.

Rollout plan preview

What the rollout plan shows you

Enter the number of devices and the share for each wave. The plan shows how many devices each wave updates and when it can start. A wave on Hold waits for you.

tracom-ota-rollout-rollback-change-record-en.xlsx
WaveCumulative shareDevices in waveUpdated so farStartSoak daysDecision
Canary group2%882026-11-092Go
Wave 15%12202026-11-112Go
Wave 225%801002026-11-132Hold
Wave 350%1002002026-11-152Pending
Wave 4100%2004002026-11-172Pending
Example figures for 400 devices. The shares and the soak days are typical values: replace them with your plan. The sheet works out the devices in each wave, the total so far and the start dates.
How it runs

From the change request to the version log

  1. Describe the change

    Fill the change record: versions, reason, risk level and the number of devices. Name one rollback owner.

  2. Set the plan and the thresholds

    Choose the canary size, the waves and the soak days. Write your go or no-go thresholds before the first wave.

  3. Update, wait, check

    After each wave, enter what you observed. A Stop means the next wave waits and the rollback owner decides.

  4. Close and log

    Add a row to the version log. If you rolled back, record the cause and the date of the next attempt.

What is a staged OTA rollout?

An over-the-air (OTA) update sends new firmware or a new configuration to devices through the cellular network, without a visit to the vehicle. A staged rollout does not send it to every device at once. It starts with a small group, waits and checks, and only then widens.

The reason is simple. If the update has a fault, a staged rollout limits it to a few devices that you can still recover. Published guidance from Memfault describes the pattern: a canary group of about 5 to 10 devices in a controlled setting, then waves of about 5, 25, 50 and 100 percent, with a soak period of about 2 days before each next wave, and a way to abort and roll back.

Typical values, not requirements

The percentages, the canary size and the soak days above are one published example, not a rule for any device or platform. Your own plan depends on your fleet, your risk and your update tool. Source and date checked: docs.memfault.com/docs/best-practices/ota-deploy-process, last checked 2026-11-03.

How to use the pack

  1. Open Start here and read the color legend: yellow cells are yours, gray cells are examples, white cells are calculated.
  2. Fill the Change record with the versions, the reason and the number of devices in scope.
  3. Set the Rollout plan with your canary size, wave shares and soak days. The Check cell must show OK.
  4. Write the thresholds on the Go or no-go sheet before the first wave, and replace the example checks with yours.
  5. Estimate the data on the Data estimate sheet. If the Check cell shows Check, the update and its rollbacks use more than one month of the SIM plan.
  6. Run the waves in your update tool, and enter the observed values after each one. Keep the Rollback sheet ready.

Waves and soak days

Shares are cumulative: Wave 2 at 25 percent means 25 percent of the fleet is updated after Wave 2, including the devices from earlier waves. The sheet rounds each wave up to whole devices and never goes above the number in scope. The canary group is set as a number of devices, not a share.

Updated so far = smaller of (devices in scope) and (larger of (previous total) and (devices in scope × share, rounded up)) Devices in the wave = updated so far − previous total Earliest next start = start date + soak daysExample: 400 devices at 5 percent gives 20 devices in total, so Wave 1 adds 12 after a canary group of 8.

Success metrics and abort criteria

The published guidance says to compare device health before and after an update and to abort a release that is not working as expected, but it sets no numbers for either, and no public source sets one number for every fleet. So the Go or no-go sheet gives you the checks and leaves the thresholds to you. The example checks are: devices that reported the target version, update failures, devices that stopped reporting, devices that restart again and again, reports per device compared with before, and SIM data used per device.

Each check has a direction: at least or at most. If one observed value is on the wrong side of its threshold, that check shows Stop and so does the wave. In the example, reports per device fell to 91 percent of the earlier level against a threshold of at least 95, so the wave shows Stop and the next wave waits.

Rollback

A rollback only works if it is ready before the first wave. Name the owner, keep the previous version file and its configuration, and know who tells support and customers. The sheet lists nine steps. Set the Done column to Yes as you go, or N/A for a step that does not apply. The status shows Complete when every step that applies is done.

Whether a rollback is possible, and how, depends on your device and your update tool. This pack records the decision and the steps. It does not perform them.

Estimating the SIM data

Every device downloads the files over its SIM. The estimate adds the firmware and the configuration, a retry allowance for resends and resumed downloads, and a reserve for rollbacks that send the previous version again.

Per device = (firmware + configuration) × (1 + retry allowance) Whole rollout = per device × devices in scope Reserve = per device × devices in scope × rollbacks to cover Total in GB = (rollout + reserve) ÷ 1,024The sizes in the file are examples. Use the sizes of your own files and your own SIM plan.

In the example, 1.5 MB of firmware and 0.1 MB of configuration with a 20 percent allowance is 1.92 MB per device. For 400 devices that is 768 MB, and with one rollback in reserve it is 1,536 MB, or 1.5 GB. For link speed and download time, use the OTA Rollout and Data Planner on this site.

Limits and sources

The pack is a planning record. It does not start, pause or roll back any update, and it does not describe how any Tracom device or platform delivers updates. The thresholds, sizes and observed values in the files are examples. The staged rollout pattern comes from the Memfault OTA deployment process page (docs.memfault.com/docs/best-practices/ota-deploy-process), last checked 2026-11-03. Read the current text before you rely on it.

Related Tracom solution

Plan the data before you press update

Tracom makes tracking devices and works with fleets on installation and updates. Which update options and which version details your devices report depends on the model, the firmware and your platform setup. Ask us before you plan a large rollout.

  • Rollout and data planner on this site, for link speed, download time and dates.
  • Fleet list validator to clean the IMEI and SIM list before you choose who gets the update.
  • Installation and acceptance sheet to confirm each device after an on-site fix.
  • Compatibility finder to check the platform and the device before the update.
Questions

OTA rollout questions, answered

Planning a large update? Talk to Tracom.

What is a canary group?

It is the first small group of devices that get an update, often 5 to 10 devices in a controlled setting. If something is wrong, only that group is affected. The pack uses 8 as an example size that you can change.

How long should I wait between waves?

It depends on your fleet. Published guidance gives about 2 days as an example soak period. A longer wait suits a higher risk or a slow reporting cycle. The pack uses 2 days as a typical value and lets you set each wave.

Which thresholds should I use?

Yours. No public source sets one number for every fleet. Look at your own history: how many devices usually fail to report on a normal day, and how many reports a healthy device sends. Then set each threshold with some margin. The numbers in the file are examples only.

Can this workbook roll back my devices?

No. It records the plan, the decision and the steps. The update and the rollback happen in your update tool, and whether a rollback is possible depends on your device.

How much SIM data does an update use?

About the size of the files plus the resends. In the example, 1.5 MB of firmware and 0.1 MB of configuration with a 20 percent allowance is 1.92 MB per device. Use your own file sizes and compare the total with your SIM plan.

What does Tracom do beyond the template?

Tracom makes the devices and can discuss your update plan with you. The pack works without any Tracom device. It does not run, approve or guarantee an update, and it does not show that your plan meets any standard. You and your update tool own those decisions.

Next step

Planning a large update?

Bring your plan. We will talk through the waves and the data with you.

Related tools and templates

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