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Upgrade from GP 2015 to GP 2018

  • 1.  Upgrade from GP 2015 to GP 2018

    Posted 27 days ago
    Greetings GP community

    I need some guidance. We have GP 2015. We have the license for GP 2018. We only use Purchasing, Finance modules and have Smart List, Report Writer.

    The question is how long should our service provider take to perform the upgrade from GP 2015 to GP 2018. Our service provider gave a time line for 6 to 8 weeks to complete the upgrade.

    Is that a reasonable time frame to complete an upgrade given we are not a complex set up.

    Any advise would be helpful.

    Thank you

    ------------------------------
    BRUCE ISA
    DESOTO SALES INC
    CANOGA PARK
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Upgrade from GP 2015 to GP 2018

    GPUG ALL STAR
    Posted 26 days ago
    @BRUCE ISA

    This depends on a lot of things such as:
    How many databases do you have?                    An average sized GP Database takes around 15-30 minutes each just to run the utility
    How much data is in the databases you have?​   Larger databases can take up to 45 minutes to an hour each to run the utility
              A decent guide is to assume that the utility alone takes 1 hour per database (with backups needed, etc)
    How many users do you have?                           GP Security will need to be moved and reset for each user, think about 10 Minutes Per User as a guide along with about an hour or two to move the users from one server to the next
    Do you already have a new server bought and in place (configured) for the upgrade?   If not, then the GP provider would have to wait on the servers to arrive
    SQL has to be installed      This install takes about 30 minutes to an hour depending on a number of factors
    The new GP has to be installed on each computer running it   Installing GP and the ISV products take around 30 minute to an hour on each work station (normally)
    All ISV products have to be installed on each machine   If you have a lot of third party products this time is increased (which is why you should consider using a Terminal Server environment instead of a single install on each laptop or computer
    SSRS has to be configured   And you SHOULD be using SSRS reports since they are free
    Any report outside of GP, like Management Reporter, Jet or BI360 other refreshable Excel or PowerBI reports will have to be reconfigured to look at the new GP instance  This in itself can be very time-consuming and depends on the number of outside products that need to be configured to look back at the new GP instance
    All this should be done in a test environment first   Always. which means you work the kinks out before the live upgrade, but the upgrade piece will have to be done twice (the utility that runs the upgrade and the transferring of the databases to the new server/instance
    All of this should be thoroughly tested by the GP provider and your own users  Never.forget.testing
    Training on new features should be done    In order to fully take advantage of the upgrade your provider should be setting up a training on the new features available to you, and from 2015 to 2018.3 even the Financial modules have some new things.

    If you have an customizations around windows or functionality in GP that also has to be moved over and configured for the new GP

    Some of these things take a minute to wait on, like new servers or computers.  But if they are not waiting on that then 6-8 weeks sounds like too much time.  I would ask them to detail out for you what the delay is.

    Best of luck, but I would talk to your partner about why it may take so long.  They may have an issue with consultant availability or they may be waiting on a certain ISV to have their code ready or they may be waiting on new servers or computers for the upgrade.  They should be able to let you know. The above is a good guide as to what to expect when the work actually starts.


    ------------------------------
    Jo deRuiter
    🌟 GPUG AllStar 2019
    💫Granite Award Winner 2018,2019
    Atlanta Chapter Leader
    Credential Council Co-Chair
    Aisling Dynamics Consulting, LLC
    ERP Practice Manager
    jo.deruiter@aislingdynamics.com
    9518674366
    Alpharetta, GA
    aislingdynamics.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Upgrade from GP 2015 to GP 2018

    GOLD CONTRIBUTOR
    Posted 26 days ago
    Bruce,

    The short answer is No, but .......      there are alot of factors that you didn't mention.   # of companies, any ISV products, any customizations, any customized reports, do you have servers in place for upgrade/are you moving to Azure, number of years of history, size of database, are you doing a test upgrade first, etc etc.

    All of these "could" add time to the upgrade​ so i don't want to outright say the partner is wrong, but i would ask them to detail out (or at least summarize) a project plan that shows what the time frame looks like.

    We have done upgrades that have taken less than a day for pre-testing, upgrade and post-testing and we've had some that have take about 6 months because of a test upgrade, customizations, UAT and documentation.

    I know I didn't give you a straight answer and I'm sorry for that, but it's one of those things that just needs to be discussed a bit more to understand the "why".

    Good luck.

    ------------------------------
    Michael Gummel
    Prod Engineer
    Paradigm Technology Consulting
    Allentown NJ
    mgummel@ptcllc.com
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Upgrade from GP 2015 to GP 2018

    Posted 26 days ago
    Bruce, to be honest when I read this I thought it would say 6-8 hours and thought wow, that would be getting the most out of the effort.  6-8 weeks is NUTS..   Not knowing the exact version of GP and SQL version your on currently you may need to update SQL, Patch GP then update to GP 18 etc.  Even if you want to do a test first that could and would be ready for testing within a couple of days and then one more day to complete the live update etc.  Let me know if you would like to discuss farther but 6-8 weeks is way too long unless there is some huge delay in your part during a test update before anyone would do some testing etc.  Plus you mentioned no customizations so the time line is crazy in my opinion.  To be honest we have customers in your situation that need the latest GP update for year end etc so we have to get it done in a few days not weeks.  Thanks
    Larry

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    Larry Ressler
    Director of Consulting Services
    Keel & Company, LLC
    Virginia Beach ND
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    Academy - Online Interactive Learning from Experts


  • 5.  RE: Upgrade from GP 2015 to GP 2018

    Posted 26 days ago
    Greetings Larry


    We are on GP  14000.0661 RTM

    Dexterity   14.00.0079.000

    Smart List   14.00.0524

    Database    SQL Server

    System   Windows 8

    Microsoft SQL  Server  2012  SP4  GDR

    Does that help with our environment.

    Thank you



    ------------------------------
    BRUCE ISA
    DESOTO SALES INC
    CANOGA PARK
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Upgrade from GP 2015 to GP 2018

    Posted 25 days ago
    Thanks Bruce so based off what you sent here is the high level steps..

    You will need a new server or that is what I would recommend because you need to update your version of SQL.
    I would install SQL say 2019, then copy over your GP databases, we will need to patch your existing version then update GP and Smart List Builder to GP 18.  Update all modified reports etc.  I did not see how many companies you have but lets just say our have 5 total.  This work would be completed to be honest in a day or two, a day if you do nothing else but work on this project all day.
    Then you can take a look and test GP and any functionality you would like, once ready to go live, we could start at the end of the day or a weekend day if you cannot afford any down time and complete the update it in less than the test update took, a lot of work done on the new server and during the test can be saved for go live.
    High level steps, there are some little things like recreating logins and setting password but based off what you sent a GP update does not get any easier.  Give me a call if you would like as well we can discuss 701-371-9945
    Thanks

    ------------------------------
    Larry Ressler
    Director of Consulting Services
    Keel & Company, LLC
    Virginia Beach ND
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 7.  RE: Upgrade from GP 2015 to GP 2018

    Posted 26 days ago
    Hi @BRUCE ISA-

    We're on GP 2015 with the modules you indicated and then some (we're a manufacturer).  We got an upgrade est. from our partner in the spring and the upgrade quote was for about two weeks of work.  So, not knowing how to do upgrades or any of the back side of things, 6-8 weeks seems like a lot.

    ------------------------------
    Kristy James
    Financial Controller
    Dairyland Electrical Industries, Inc
    Stoughton WI
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    Academy - Online Interactive Learning from Experts


  • 8.  RE: Upgrade from GP 2015 to GP 2018

    GPUG ALL STAR
    Posted 26 days ago
    Bruce,
    you got a lot of good answers and should be able to make yourself a good idea of the real time it will take to process the upgrade.
    What you didn't tell in your OP is if your partner gave an estimate for 6-8 weeks to the Go-Live or if those were effectively 6-8 weeks of work ..
    Never underestimate the time it takes to TEST and review the initial upgrade in your TEST environment.. I've had customers who thought they would be LIVE by the next 2-3 Months.. in the end it took them over a year to have the final Go-Live, because there were so many unknowns in their initial plan that even if technically the upgrade didn't seem very long in itself, the size of the company DB's and the complexity of all their external processes made  the whole project much more complex than it looked originally. They also severly understimated the involvement of the users for the TESTing phase.. .which is a huge factor often time forgotten. After all, users have to do their daily duty too and can't dedicate their full time to Testing the new platform.. Someone will have to co-ordinate all of the activities and make sure people actually get their part done in a timely manner..
    Good luck with your project

    ------------------------------
    Beat Bucher
    Business Analyst, Dynamics GP SME
    Montreal QC/Canada
    @GP_Beat http://www.gp-geek.com
    Montreal QC GPUG Chapter Leader
    MBS MVP (2015-2018)
    All-Star 2013
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 9.  RE: Upgrade from GP 2015 to GP 2018

    GPUG ALL STAR
    Posted 25 days ago
    I'll echo both @Jo deRuiter and @Beat Bucher here.  There are a lot of factors missing for us to properly evaluate that time frame.  The big question I always ask is how much testing they are doing to verify the upgrade process and post-upgrade operation.  @Jo deRuiter gives some very accurate numbers regarding time requirements for the upgrade process itself.​​​

    If you do all this on a test system first (which of course requires taking backups, restoring backups, fixing logins, and verifying the install before you even get to the upgrade), you can easily burn an entire day's worth of work right there just getting things set up to test the upgrade.

    If you choose to run checklinks before upgrading, these can take minutes or hours depending on how much you want to check and how big the company databases are.  During the last upgrade I did, the checklinks process (ALL) took nearly 24 hours to complete on all databases.

    The upgrade process itself takes time.  We have about 15 company databases ranging in size from very small (1/2 GB) to fairly large (13 GB).  I can run Utilities to upgrade one of the smaller databases in about 15 minutes, but the larger databases can take an hour or more.

    And all of this is separate and apart from an SQL Server upgrade, which is a whole other topic entirely.  (PS.  I do NOT recommend doing both upgrades at the same time unless GP is the ONLY application you have running on the server.  If you want more details about how an SQL Server upgrade completely hosed an in-house app you're welcome to contact me privately.)  I've been a professional DBA for 25+ years and I strongly recommend taking each step in the stack (OS, SQL Server Engine, Application) separately!

    And all of this assumes that none of the steps above run into issues.  =)

    I have a very complex environment.  It took me nearly two months (solid) of testing our environment, testing the upgrade process on a backup server, and doing post-upgrade compatibility testing on all our custom reports, integrations, third party products, reporting, and fixing issues in the live data before I was ready to go live.  And the go-live process took four solid days (ie ~60+ hours of actual work) including upgrading fat clients.

    So I guess what I'm saying is that without knowing more about the complexities in your environment, that 6-8 weeks could be a grossly-overstated estimate, a spot-on estimate, an underestimate, or anything in between.  The accuracy is going to depend a lot on how well your ISV knows your environment.

    That all being said, I would be happy to share with you some scripts I gave out when teaching an upgrading class at Summit.  They can help you get a better feel for your environment's complexity to better estimate your upgrade process.


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

    Academy - Online Interactive Learning from Experts


  • 10.  RE: Upgrade from GP 2015 to GP 2018

    SILVER CONTRIBUTOR
    Posted 24 days ago
    Everyone has given some very good insight on the complexities of upgrading your version of GP to the latest version.  6-8 weeks does sound long but maybe they are talking about upgrading hardware in order to meet the system requirements.  Don't forget, there is no direct upgrade from GP 2015 to the latest version.  You need to upgrade your RTM version then upgrade to GP 2016 before you can upgrade to GP 18.XX.  I have done this upgrade in a matter of 2-3 days but as others have said, a test upgrade is important to see where you might have issues that need to be resolved in your data.  I usually start by looking at a simple guide that I use to get the basic path and as I discuss this with the client we find out that we may need to move to a new server if requirements are not met for the new version.  Every client has a different situation.  I've attached a copy of recent system requirements for 18.xx as well as my cheat sheet for GP2015 to GP18.xx.  I hope this helps.

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    Sheila Jefferson-Ross
    Senior Consultant
    Sheila Jefferson-Ross Co.
    Rocklin CA
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 11.  RE: Upgrade from GP 2015 to GP 2018

    Posted 21 days ago
    I spent this past weekend upgrading one of my customers from GP2010 SP2 to GP 2018 Fall2020 Release. It took about 14 hours total to complete four hops (GP2010 SP4), GP 2015 R2, GP 2016 with KB4554939 applied, and finally GP 2018 latest build. They have 7 databases. I also migrated their FRx reports to Management Reporter during this time and converted their IM database to the latest version. They have a vanilla GP system - no 3rd party products at all, and only 4 modified reports, which also converted without issue.

    We set up a 2012 server with SQL 2012 to complete all of these steps. Their final move will be to an Azure server with SQL 2019 once that is up and running.

    ------------------------------
    Constance Quigley
    Q Factor Consulting
    Driftwood, TX
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    Academy - Online Interactive Learning from Experts


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