5/14/2007

Upgrading to GP 10.0
Chris Hebert

Taking Your Business Further Taking Your Business Further

Agenda
Hardware/Software Requirements Client Preparation Resource Group Preparation Upgrade Process

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Hardware/Software Requirements

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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

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Discontinued Support
Windows 2000 Workstation Windows 2000 Server Windows 2000 Terminal Server Microsoft Office 2000

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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 *

* Only supports SQL MSDE/SQL 2005 Express

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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.

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SQL Server Compatibility

Microsoft SQL Server 2000 w/SP4
Enterprise Ed (32/64-bit) Standard Ed Workgroup g p Ed MSDE (2GB size limit)

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SQL Server Compatibility

Microsoft SQL Server 2005 w/SP2
Enterprise Ed (32/64-bit) Standard Ed (32/64-bit) Workgroup g p Ed Express Ed (4GB size limit)

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Terminal Server/Citrix
Same server OS requirements Citrix Presentation Server 3.0/4.0

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Client Installation Pre-Requisites

Windows Installer 3.1 .NET Framework 2.0 SQL Server Native Client

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GP Home Page Pre-Requisites

Microsoft Outlook XP/2003/2007 required for mail functionality Microsoft Office Web Components XP/2003 required q for metrics
Microsoft Office XP (free download)
http://www.microsoft.com/downloads/details.aspx?FamilyID=982b0359-0a86-4fb2-a7ee5f3a499515dd&displaylang=en

Microsoft Office 2003 (free download)

http://www.microsoft.com/downloads/details.aspx?familyid=7287252C-402E-4F72-97A5E0FD290D4B76&displaylang=en

NOTE: Office 2007 uses Office 2003 OWC

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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)

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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

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Client Preparation

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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

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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?

Audit modified reports

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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

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TRG Preparation

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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

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Dynamics GP 10 Upgrade Process

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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

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Upgrade Process
Upgrade additional components
FRx, Integration Manger, 3rd party products

TEST, TEST, TEST

Validate data * Test modified forms/reports * Test customizations, integrations and 3rd party products *
* TRG can help, but client is responsible
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Service Packs
Released in 6-month increments from Dynamics GP 10.0 release date SP1 release = November 2007?

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Upgrade Resources
10.0 CD Info Packet Upgrade Manual

Update Hot Topic Whats New & Readme Doc

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Knowledge Base

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Dynamics GP 10 Upgrade Tips

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Tips
Plan for system downtime Upgrading from older versions take more time Additional processes take more time
Ex. server move, SQL upgrade

Run Windows Update on workstations

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Tips

REMEMBER Testing Takes Time

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Dynamics GP 10 Upgrade Extras

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Business Portal 4.0

Upgrade Paths
BP 2.5/2.7/3.0 >> BP 4.0

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

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Business Portal 4.0

NOTE: Upgrading to BP 4.0 also requires upgrading to Windows SharePoint Services 3.0
Could affect SharePoint environment if using SharePoint Portal 2003

NOTE: Audit your BP users and remove those no longer in Active Directory
Inactive users present will cause upgrade to fail
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Q &A

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Thank You
Chris Hebert

Taking Your Business Further Taking Your Business Further

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