Planning for your upgrade to dynamics gp 2013
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The document details the considerations and preparations necessary for upgrading to Dynamics GP 2013, highlighting the end of Microsoft support for earlier versions and the importance of maintaining mission-critical applications. It outlines steps for data preparation, server and SQL upgrades, customizations, and post-upgrade procedures to ensure an efficient transition. Additionally, it emphasizes the need for thorough backups and following best practices for the upgrade process.
Planning for your upgrade to dynamics gp 2013
- 1. Brian Murphy
- 2. • 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. • 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. • 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. • 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. 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. 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. 32-bit x64 Microsoft Windows Small Business Server 2011 Standard Edition with Premium Add- on Microsoft Windows Server 2012 Essentials Edition or Standard Edition 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. • Support ends for: o Windows XP all editions o Windows Vista all editions o Windows Server 2003 all editions o Microsoft SQL Server 2005 all editions o Microsoft Office 2007 o Internet Explorer 7.0 o Windows SharePoint Services 3.0 o Microsoft Office SharePoint Server 2007 o Adobe Acrobat 8 & 9
- 10. • 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. • 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. • Run Check Links on all companies. o What does the Check Links process do? • 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. • 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. • Backup, Backup, Backup! o FRx, Integration Manager, Dynamics GP, Management Reporter, etc. • Follow Microsoft Best Practices for performing upgrades o Our goal is to perform your production upgrade with as little interruption to your schedule as possible. • How do we accomplish that?
- 14. • 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 • Key user workstation updates
- 15. • Print post-upgrade reports & compare to pre- upgrade reports • Test custom code • Test custom reports • Test integrations
- 16. • Workstation updates • What’s New training for users • Go Live support
- 17. • 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. • 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/selfsup port/hottopics/HOT_TOPIC_MDGP2013Upgrade
- 19. • Questions • Answers • Let us know when you want to plan for your successful upgrade to Dynamics GP 2013
- 20. Thank you for attending! Brian Murphy