Professional Documents
Culture Documents
Upgrading to GP 10.0
Chris Hebert
Agenda
Hardware/Software Requirements Client Preparation Resource Group Preparation Upgrade Process
RG Connect 2007
Hardware/Software Requirements
RG Connect 2007
5/14/2007
Upgrade Paths
Current Version
Microsoft Dynamics GP 9.0 Microsoft Great Plains 8.0 Microsoft Great Plains 7.5
Upgrade Path
9.0 SP2 or later >> 10.0 8.0 SP5 >> 10.0 7.5 >> 8.0 SP5 >> 10.0 7.5>> 9.0 SP2 or later >> 10.0
RG Connect 2007
Discontinued Support
Windows 2000 Workstation Windows 2000 Server Windows 2000 Terminal Server Microsoft Office 2000
RG Connect 2007
Server OS Compatibility
Windows Server 2003 Std Ed w/SP1 (32/64-bit) Windows Server 2003 R2 Std Ed (32/64-bit) Windows SBS 2003 Premium Ed w/SP1 Windows SBS 2003 R2 Premium Ed Windows SBS 2003 Std Ed w/SP1 * Windows SBS 2003 R2 Std Ed *
RG Connect 2007
5/14/2007
Server Recommendations
Upgradeable Processors RAID 5 Disk Configuration or better 2GB RAM or better Configurations vary upon factors such as user number, modules used, daily transaction load, etc.
RG Connect 2007
RG Connect 2007
RG Connect 2007
5/14/2007
Terminal Server/Citrix
Same server OS requirements Citrix Presentation Server 3.0/4.0
RG Connect 2007
10
RG Connect 2007
11
5/14/2007
Client OS Compatibility
Windows Vista Business Ed (32/64-bit) Windows Vista Ultimate Ed (32/64-bit) Windows Vista Enterprise Ed (32/64-bit) Windows XP Pro w/SP2 (32/64-bit) (32/64 bit)
RG Connect 2007
13
Client Compatibility
Intel Pentium IV 2.4 GHz or better 800 MB free space on disk 512 RAM (1GB recommended) Microsoft Office XP/2003/2007 Internet Explorer 6.0 SP1/7.0 Adobe 6/7/8
RG Connect 2007
14
Client Preparation
RG Connect 2007
15
5/14/2007
Benefits
Insures data integrity Facilitates the upgrade process Promotes review of current system prior to upgrade
Can include system audit and/or planning meeting Can include test upgrade
RG Connect 2007
16
Pre-Upgrade Checks
Contact Sheri @ TRG to schedule Complete TRG Upgrade Checklist Verify system requirements Verify GP integrations integrations, customizations and/or external report tools Verify 3rd party product compatibility
Enhancement plans updated?
Pre-Upgrade Checks
Print Dynamics.set file for each workstation Confirm Dynamics GP 10 CDs on hand (call if not) ( )* Identify if using additional GP features
Ex. Business Portal, eConnect, Analysis Cubes for Excel
* Indirect upgrade paths require previous version CDs
RG Connect 2007
18
5/14/2007
TRG Preparation
RG Connect 2007
19
Pre-Upgrade Checks
Email TRG Upgrade Checklist Schedule upgrade and training dates Identify GP Dexterity customizations and upgrade Review completed TRG Upgrade Checklist with client
RG Connect 2007
20
RG Connect 2007
21
5/14/2007
Upgrade Process
Review TRG Upgrade Checklist Backup databases, shared GP folder and dictionaries Print Trial Balances (GL/AP/AR) Upgrade GP server Upgrade GP workstations Upgrade modified forms/reports
RG Connect 2007
22
Upgrade Process
Upgrade additional components
FRx, Integration Manger, 3rd party products
Service Packs
Released in 6-month increments from Dynamics GP 10.0 release date SP1 release = November 2007?
RG Connect 2007
24
5/14/2007
Upgrade Resources
10.0 CD Info Packet Upgrade Manual
Knowledge Base
25
RG Connect 2007
26
Tips
Plan for system downtime Upgrading from older versions take more time Additional processes take more time
Ex. server move, SQL upgrade
RG Connect 2007
27
5/14/2007
Tips
RG Connect 2007
28
RG Connect 2007
29
Upgrade tool from MBS is required Upgrade tool will not be available upon release of Dynamics GP 10 Tentatively scheduled for availability 1 month after release of Dynamics 10
RG Connect 2007
30
10
5/14/2007
NOTE: Audit your BP users and remove those no longer in Active Directory
Inactive users present will cause upgrade to fail
RG Connect 2007
31
Q &A
RG Connect 2007
32
Thank You
Chris Hebert
11