Upgrade checklist

  • Upgrade checklist

    Posted by DSC Communities on April 28, 2017 at 8:43 am
    • Tim LaTonzea

      Member

      April 28, 2017 at 8:43 AM

      We will be upgrading from GP2010 to GP2016 in the near future. Does anyone have a checklist or other resource of things we need to do to prepare for the transition? I want to make sure our move goes a smoothly as possible.

      Thank you

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      Tim LaTonzea
      ALNI Ltd.
      Columbus OH
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    • Thomas Garcia

      Member

      May 1, 2017 at 8:45 AM

      Hi Tim.

      The first thing I need to say is that every upgrade is different.  Any checklist would need to be reviewed and created from scratch.  Attached is the format of a checklist I have been using successfully for the past 10 years at least.  The first thing to do is to come up with your optimal upgrade path. Coming from 2010 to 2016 might be a challenge since you also need to consider SQL version compatibility so that you are not “trapped” with a GP version that is not compatible with a specific SQL version.  You need to plan your upgrade very carefully.  The attached example is from 2013 to 2016 and you will notice we upgraded from 2013 to a version that supported a one-step upgrade to GP2016, applied that, then upgraded to SQL 2016 and finally upgrade to GP2016.  So there might be more than one path to upgrade as well.

      In ALL cases, you need to go by the official Upgrade.pdf guide (link provided in each checklist file) and make sure you cover all bases for your own configuration of GP.  So the checklist is really a cheat sheet but does not go into all of the details, mind you.

      Anyway, I hope this checklist format works for you.

      Regards,
      Thomas.

      ——————————
      Thomas Garcia
      ICON Business Consulting, LLC | Cooper City FL
      ICON, SRL | Santiago, Dominican Republic
      954-804-2140
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    • Rich LaMarche

      Member

      May 1, 2017 at 10:59 AM

      Two things to think about that come to mind:

      1. Do you use OLE Attachments in GP2010?  If you do, I do not believe there is a conversion from 2010 OLE attachments to 2016 document attachments.  You would have to convert to GP2015 first.
      2. Do you currently use Business Portal for Purchase Reqs or Timesheets?  If so that is no longer supported in 2016 as that functionality have moved into the GP client, so you will have extra configuration you have to do and test.

      ——————————
      Rich LaMarche
      IT Specialist
      Norwich Public Utilities
      Norwich CT
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    • David Musgrave

      Member

      May 2, 2017 at 1:42 AM

      Here is a great suggestion that will avoid many upgrade issues.

      Run GP Power Tools’ Database Validation feature before AND after you upgrade.

      This will make sure that all the SQL settings for logins, database users and databases match the GP settings for users, company access and companies.

      It will also remove junk from the Dynamics Utilities tables and resolve any account framework discrepancies.

      Finally it will ensure that all tables in the system match the correct data structure as defined by the application dictionaries.

      GP Power Tools portal: http://WinthropDC.com/GPPT

      Let me know if you want a demo.

      David

      ——————————
      David Musgrave MVP, GPUG All-Star

      Managing Director
      Winthrop Development Consultants

      Perth, Western Australia

      http://www.winthropdc.com
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    • Cathy Huggett

      Member

      May 2, 2017 at 9:35 AM

      Good morning Tim.  We went through this upgrade last year.  You didn’t mention what you are using for financials.  If you are using FRx, you will want to make sure to clean up your reports to make the transition to Management Reporter smooth.   I spent a fair amount of time going through all our reports and had no issues with the upgrade.   

      Thanks and good luck

      ——————————
      Cathy Huggett
      Accounting Manager
      Persolvent/Simek’s
      St. Paul Park, MN
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    • Rich LaMarche

      Member

      May 3, 2017 at 10:52 AM

      Good catch.  If you do use FRx, you can install Management Reporter now, convert your FRx reports and run both (FRx and MR) in parallel against your 2010 database to verify your reports until you go live.  Then when you go live with 2016, it is just a quick change in Management Reporter to change the database it looks at and your reports are all updated and tested.

      I would also recommend running Management Reporter is Legacy mode directly against your live database unless you have a very strong reason not to.

      ——————————
      Rich LaMarche
      IT Specialist
      Norwich Public Utilities
      Norwich CT
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    • Kim Peterson

      Member

      May 4, 2017 at 12:21 PM

      I looked on GPUG.com and could not find the materials that were created by members on upgrading.  Back in 2015 many members helped me in creating this great checklist (we could not find anything since Richard Whaley did it).  Enjoy – look at all of the tabs – tons of information collected!!!!

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      Kim Peterson
      InterDyn BMI
      218-862-5002
      Kim.Peterson@InterDynBMI.com
      #KimPetersonBMI
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    DSC Communities replied 6 years, 5 months ago 1 Member · 0 Replies
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