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Planning for Your Upgrade to
Dynamics GP 2013
Brian Murphy & Lance Brigham
Why Upgrade?
• To take advantage of new functionality and product
enhancements
What’s New In Dynamics GP 2013

• Supportab...
Planning Considerations
•
•
•
•
•
•
•
•
•

Down time
Risk of failed upgradetest upgrade
Hardware & SQL Server upgrades
Rep...
Budget Considerations
• Consulting services for planning, upgrade
preparation, test upgrade, production
upgrade, post-upgr...
Hardware Planning
• Is now a good time to upgrade my server?
• Do my workstations meet Microsoft’s
supported configuration...
What Client Operating Systems
are Supported?
Operating system

Editions

Microsoft Windows XP SP 3 or later

Not supported...
What Database Servers are
Supported?
32-bit

x64

Microsoft SQL Server 2012 - Standard or
Express Editions

Microsoft SQL ...
What Server Operating Systems
are Supported?
32-bit

x64

Microsoft Windows Small Business Server Microsoft Windows Server...
What Isn’t Supported with
Dynamics GP 2013?
• Support ends for:
-

Windows XP all editions
Windows Vista all editions
Wind...
Pre-Upgrade Steps
•
•
•
•
•
•

Prepare GP Company data
Remove unused Companies
Prepare test environment
Plan for down time...
How Should We Prepare for an
Upgrade?
• Are there any companies that need to be removed?
• Before you upgrade, you should ...
How Should We Prepare for an Upgrade?
• Run Check Links on all companies.
- What does the Check Links process do?
o The Ch...
What Does Socius Do When They
Come Onsite?
• Backup, Backup, Backup!
- FRx, Integration Manager, Dynamics GP,
Management R...
Upgrade Tasks
•
•
•
•
•
•
•
•

Install GP Service pack on current version, if required
GP Data update
Install & update 3rd...
Key User Acceptance Testing
• Print post-upgrade reports & compare to preupgrade reports
• Test custom code
• Test custom ...
Roll Out to Users
• Workstation updates
• What’s New training for users
• Go Live support
Post Upgrade Projects
•
•
•
•
•
•

Opportunity for process improvements
Opportunity for increased efficiency
User Security...
Important Links
• Dynamics GP 2013 System Requirements
https://mbs.microsoft.com/customersource/documentation/
systemrequi...
Successful Upgrade
Q&A
• Questions
• Answers
• Let us know when you want to plan for your
successful upgrade to Dynamics G...
Planning for Your Upgrade
to Dynamics GP 2013
Thank you for attending!
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Planning for your Upgrade to Dynamics GP 2013

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www.socius1.com/gp2013 - See what you need to keep in mind as you plan to upgrade to Microsoft Dynamics GP 2013.

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Transcript of "Planning for your Upgrade to Dynamics GP 2013"

  1. 1. Planning for Your Upgrade to Dynamics GP 2013 Brian Murphy & Lance Brigham
  2. 2. Why Upgrade? • To take advantage of new functionality and product enhancements What’s New In Dynamics GP 2013 • Supportability Microsoft Mainstream support Ended for Dynamics GP 9.0 on 1/11/2011 Ended for Dynamics GP 10.0 on 10/9/2012 Ends for Dynamics GP 2010 on 10/13/2015 Ends for Dynamics GP 2013 on 4/10/2018 • Improve efficiency – Do more with less • Maintain investment in your mission-critical application
  3. 3. Planning Considerations • • • • • • • • • Down time Risk of failed upgradetest upgrade Hardware & SQL Server upgrades Replacing inefficient or legacy functionality 3rd Party Modules User Security (if updating from GP 9.0) Custom Code Integrations Reporting
  4. 4. Budget Considerations • Consulting services for planning, upgrade preparation, test upgrade, production upgrade, post-upgrade training & support • Hardware upgrades • Server move • SQL upgrade • Customizations • Post-upgrade projects
  5. 5. Hardware Planning • Is now a good time to upgrade my server? • Do my workstations meet Microsoft’s supported configuration? • Should I upgrade SQL Server? • Should I upgrade from 32 Bit to 64 Bit?
  6. 6. What Client Operating Systems are Supported? Operating system Editions Microsoft Windows XP SP 3 or later Not supported for GP 2013 Windows Vista Not supported for GP 2013 Windows 7 (32-bit and 64-bit) Professional Ultimate Windows 8 (32-bit and 64-bit) Professional Ultimate
  7. 7. What Database Servers are Supported? 32-bit x64 Microsoft SQL Server 2012 - Standard or Express Editions Microsoft SQL Server 2012 - Standard or Express Editions Microsoft SQL Server 2008 R2 SP1 or later - Standard, Workgroup or Express Editions Microsoft SQL Server 2008 R2 SP1 or later - Standard, Workgroup or Express Editions Microsoft SQL Server 2008 SP3 or later Standard, Workgroup or Express Editions Microsoft SQL Server 2008 SP3 or later Standard, Workgroup or Express Editions Microsoft SQL Server 2005 – Not supported for GP 2013 Microsoft SQL Server 2005 – Not supported for GP 2013
  8. 8. What Server Operating Systems are Supported? 32-bit x64 Microsoft Windows Small Business Server Microsoft Windows Server 2012 Essentials 2011 Standard Edition with Premium Add- Edition or Standard Edition on Microsoft Windows Server 2008 Standard Edition SP2 or later Microsoft Windows Small Business Server 2011 Standard Edition with Premium Add-on Microsoft Windows Small Business Server 2008 Premium Edition SP2 or later Microsoft Windows Server 2008 R2 Standard Edition SP1 or later Microsoft Windows Server 2008 R2 Standard Edition SP1 or later Microsoft Windows Small Business Server 2008 Premium Edition SP2 or later
  9. 9. What Isn’t Supported with Dynamics GP 2013? • Support ends for: - Windows XP all editions Windows Vista all editions Windows Server 2003 all editions Microsoft SQL Server 2005 all editions Microsoft Office 2007 Internet Explorer 7.0 Windows SharePoint Services 3.0 Microsoft Office SharePoint Server 2007 Adobe Acrobat 8 & 9
  10. 10. Pre-Upgrade Steps • • • • • • Prepare GP Company data Remove unused Companies Prepare test environment Plan for down time Update and test custom code Remove unused FRx Rows, Columns, Trees and Catalogs (Are you migrating to Management Reporter?) • Obtain registration keys • Run pre-upgrade reports
  11. 11. How Should We Prepare for an Upgrade? • Are there any companies that need to be removed? • Before you upgrade, you should post, delete or print all single-use batches. We recommend that you post all transactions that can affect your purchase receipts. • You should make at least one complete backup of all your databases before upgrading. It’s a good idea to make a backup before completing table maintenance procedures, in case you encounter any problems in that process. • Print comparison reports.
  12. 12. How Should We Prepare for an Upgrade? • Run Check Links on all companies. - What does the Check Links process do? o The Check Links process analyzes the relationships between physical files to find data that exists in one file but is missing from other files. The Check Links process makes sure that the appropriate records or links exist in a logical file group. If they do not exist in a logical file group, the process adds them. o A report is printed after the Check Links process is complete, regardless if data is missing. If data is missing and can be replaced, the data is replaced automatically. The report will contain the information about what data was replaced.
  13. 13. What Does Socius Do When They Come Onsite? • Backup, Backup, Backup! - FRx, Integration Manager, Dynamics GP, Management Reporter, etc. • Follow Microsoft Best Practices for performing upgrades - Our goal is to perform your production upgrade with as little interruption to your schedule as possible. • How do we accomplish that?
  14. 14. Upgrade Tasks • • • • • • • • Install GP Service pack on current version, if required GP Data update Install & update 3rd party modules Install custom code Update modified forms & reports FRx migration (to Management Reporter?) Upgrade Management Reporter If moving to new server, re-map shared files, set up database maintenance & backup plans, set up SQL DB Mail for notifications
  15. 15. Key User Acceptance Testing • Print post-upgrade reports & compare to preupgrade reports • Test custom code • Test custom reports • Test integrations
  16. 16. Roll Out to Users • Workstation updates • What’s New training for users • Go Live support
  17. 17. Post Upgrade Projects • • • • • • Opportunity for process improvements Opportunity for increased efficiency User Security Audit (during test upgrade) Implement new features Add new modules Upgrade FRx to Management Reporter
  18. 18. Important Links • Dynamics GP 2013 System Requirements https://mbs.microsoft.com/customersource/documentation/ systemrequirements/mdgp2013_system_requirements.ht m?printpage=false&sid=5cjo4i3v2dzsvlfaycnwuxe4&stext= Dynamics%20GP%202013%20System%20Requirements Microsoft Update to GP 2013 Hot Topic page https://mbs.microsoft.com/customersource/support/selfsupp ort/hottopics/HOT_TOPIC_MDGP2013Upgrade
  19. 19. Successful Upgrade Q&A • Questions • Answers • Let us know when you want to plan for your successful upgrade to Dynamics GP 2013
  20. 20. Planning for Your Upgrade to Dynamics GP 2013 Thank you for attending!
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