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Upgrade Planning

  • 1.  Upgrade Planning

    TOP CONTRIBUTOR
    Posted Feb 11, 2021 07:14 AM
    Hi GPUGers.

    I'm planning our next upgrade from version 2016 R2 to 2018.3.  Past upgrades have not changed much in structure since version 2010.
    I am wondering if there are any notable changes to the upgrade process that I need to plan for.
    Also, is there a single web page or slide deck with a good summary of added features since version 2018 was introduced?
    Thanks for your comments.
    #Admin #Upgrades

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    Lou Spevack
    American Council on Education
    Washington DC
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  • 2.  RE: Upgrade Planning

    Posted Feb 11, 2021 10:57 AM
    Terry R Heley  Does a great blog on upgrades.

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    Dan Bigelow
    mbsPartners
    Los Angeles CA
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  • 3.  RE: Upgrade Planning

    TOP CONTRIBUTOR
    Posted Feb 12, 2021 01:35 AM
    Edited by Kim Peterson Feb 12, 2021 01:35 AM
      |   view attached
    Lou,
    back when I was at GPUG - a group of folks created a great multi-page checklist.  This could be updated to help you:  see attached:  Upgrade Checklist

    ------------------------------
    Kim Peterson
    701-261-7307
    Kim@DynamicsConnections.com
    #KimPetersonGP
    ------------------------------

    Attachment(s)

    xlsx
    Upgrade Kit - Editable.xlsx   237 KB 1 version


  • 4.  RE: Upgrade Planning

    TOP CONTRIBUTOR
    Posted Feb 12, 2021 08:45 AM
    Upgrades can go easy (almost) every time, with planning, and lots of practice in a test environment. Don't forget the 3rd party apps!

    Make sure you understand and plan for the Microsoft "Modern Lifecycle".
    What does Modern Lifecycle mean for Microsoft Dynamics GP? - Microsoft Dynamics GP Community


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    David Morinello
    Senior Dynamics GP Systems Architect
    Ascend Learning, LLC
    Leawood KS
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  • 5.  RE: Upgrade Planning

    Posted Dec 02, 2021 10:31 AM
    Hello, is this spreadsheet current and applicable to version 18.4 ?  (or close)

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    Karen Koehle
    Systems Developer
    Value Drug Company
    Duncansville PA
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  • 6.  RE: Upgrade Planning

    GPUG ALL STAR
    Posted Dec 03, 2021 10:39 AM
    Check out our upgrade blog series, we do this for each release so it is current of any known issues customers run into
    (99+) Microsoft Dynamics GP 2021 Upgrade Blog Series Schedule - Microsoft Dynamics GP Community

    We did this I think in GPUG in 2019 I will see if it was recorded out there and slides and send to you too.

    But this is current for this year.

    Thanks
    Terry
    Microsoft

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    Terry Heley
    HR/PR expert
    Microsoft
    West Fargo ND
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  • 7.  RE: Upgrade Planning

    GPUG ALL STAR
    Posted Dec 03, 2021 10:45 AM
      |   view attached
    Here are slides from May of 2020 too from my favorite ALL STARS!!!

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    Terry Heley
    HR/PR expert
    Microsoft
    West Fargo ND
    ------------------------------

    Attachment(s)



  • 8.  RE: Upgrade Planning

    TOP CONTRIBUTOR
    Posted Dec 07, 2021 03:50 PM
    Just got back from vacation - sorry this took time.

    This is a spreadsheet made years ago - so I'm not sure - but I'd say 90% of it will apply to helping you...

    ------------------------------
    Kim Peterson
    701-261-7307
    Kim@DynamicsConnections.com
    #KimPetersonGP
    ------------------------------



  • 9.  RE: Upgrade Planning

    TOP CONTRIBUTOR
    Posted Feb 12, 2021 10:27 AM
    As always, your best friend is a test environment in which to do a test upgrade or two.  I would definitely check out the list from @Kim Peterson, but here's a short list from my Upgrades class (which I'm scheduled to present again as a GPUG webcast on March 18th):

    1) How many companies?  Are they similar or different?  Upgrades for only a single company are usually simpler and take much less time than upgrades for a large number of companies with different GL accounts or especially modules.
    2) The Server.  What is the Operating System?  What is the SQL Server version?  Are they compatible with the version of GP you want to upgrade to?  If you are using mapped drives or other server resources, are there any changes there to consider?
    3) Reports.  Check your report dictionaries and .SET files.  Also look at your external reporting such as Excel-based reports, SSRS, Management Reporter, FRX, etc.  If you're doing an in-place upgrade there may be less to worry about than in the case of a server move.
    4) Integrations.  Whether you are using Integration Manager, Smart Connect, or something else, almost every system consumes information from outside sources.  This can include EDI sources.
    5) Special modules like Manufacturing.
    6) Third-Party modules (Rockton, Salespad, etc.)  These have their own versions specific to the GP version you are going to upgrade to.  Make sure to acquire the new installers and test them as part of testing your entire upgrade process.
    7) Other applications which use GP data
    8) Citrix or Remote Desktop Server.  These can present additional issues on top of everything else.

    I also have developed a few custom SQL scripts which I found useful in identifying potential problem spots.  Email me directly if you are interested in trying them out.

    ------------------------------
    Blair Christensen
    Database Administrator
    Oppenheimer Companies, Inc.
    Boise Idaho GPUG Chapter Leader
    ------------------------------



  • 10.  RE: Upgrade Planning

    TOP CONTRIBUTOR
    Posted Feb 12, 2021 11:03 AM
    I appreciate all the excellent answers.  My takeaway is that not much has changed.
    I've done dozens of upgrades in the past and but my last one was in 2017.  
    My experience is that it's important to read the upgrade.pdf document for each new version.  While 95% stays the same, there's always something new in the weeds. Then it's plan, test, test again and plan more.
    I also need to go through all the new features since 2018 and identify which ones to test, implement and train users on.  So a single site with a good feature summary will be helpful.  Terry Heley's blog is a good one.  Part of a successful upgrade is selling the new feature sizzle.
    Many thanks.


    ------------------------------
    Lou Spevack
    American Council on Education
    Washington DC
    ------------------------------



  • 11.  RE: Upgrade Planning

    Posted Dec 03, 2021 08:12 AM
    Edited by David Laster Dec 03, 2021 08:12 AM
    Hi Lou:
    Did you get a digital pass to Summit this year?  If so, I led a GP Upgrade Round Table session that is available for viewing on the site now.  We talk about all kinds of things in that session related to upgrading to the current release and the modern lifecycle.  https://accelerationeconomy.com/business-intelligence/the-gp-upgrade-round-table/  Here are the links to the new features as well.  The Fargo team has done an awesome job getting the documentation out there.  https://docs.microsoft.com/en-us/dynamics-gp/whats-new/introduction  You've got 5 rounds updates coming your way.  Also, why stop at 18.3?  18.4 has been upgrading fine for us.  Regards, David

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    David Laster
    Director | Software Solutions
    GraVoc
    Peabody MA
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