Planning Your Microsoft Dynamics GP UpgradeBrian Murphy & Lance Brigham

GP Product Roadmap

Why Upgrade

• Take advantage of new functionality/enhancements• What’s New In Dynamics GP 2016

• Supportability – Microsoft Mainstream Support: • Ended for Dynamics GP 2010 on 10/13/2015

• Ends for Dynamics GP 2013 on 4/10/2018

• Ends for Dynamics GP 2015 on 4/14/2020

• Ends for Dynamics GP 2016 on 7/13/2021

• New licensing model if upgrading from GP 2010

• Web client

Planning Considerations

• Key individuals within organization (IT, Acct/Fin, project sponsor)

• 3rd party products and add-ons for GP

• Custom code that will need brought forward

• Integrations to and from GP

• What company databases need upgraded

• Custom reports that reside outside of GP (SQL Reporting Services, Crystal Reports, Excel, etc)

• Training on new features

• New modules or functionality

Budget Considerations

• Consulting services for the upgrade

• Licensing changes

• New hardware if applicable

• Customizations

• Post-upgrade projects

Hardware Planning

• Is now a good time to upgrade my server or migrate GP environment to a new server?

• Should I upgrade SQL Server?

• Terminal server or local workstation installations?

• IIS/web server for web client

• Consider moving to the Socius cloud?

What client operating systems are supported?

GP Version 7 8 10

2010 ✔

2013 ✔ ✔

2013 R2 ✔ ✔ ✔

2015 ✔ ✔ ✔

2016 ✔ ✔ ✔

What server operating systems are supported?

GP Version 2008 2008 R2 2012 2012 R2 2016

2010 ✔ ✔

2013 ✔ ✔ ✔ ✔

2015 ✔ ✔ ✔ ✔

2016 ✔ ✔ ✔ ✔ ✔

What SQL server versions are supported?

GP Version 2008 2008 R2 2012 2014 2016

2010 ✔

2010 SP3 ✔ ✔ ✔

2013 ✔ ✔ ✔

2013 R2 ✔ ✔ ✔ ✔

2015 ✔ ✔

2015 R2 ✔ ✔

2016 ✔ ✔ ✔

What Office versions are supported?

GP Version 2007 2010 2013 2016

2010 ✔ ✔

2013 ✔ ✔

2015 ✔ ✔

2015 R2 ✔ ✔ ✔

2016 ✔ ✔

GP Upgrade Paths

GP Upgrade Paths Minimum Build Numbers

From GP Build To GP Build

10.00.1368 11.00.1247

10.00.1779 12.00.1295

11.00.1860 12.00.1295

11.00.2248 14.00.0524

12.00.1538 14.00.0524

12.00.1826 16.00.0357

14.00.0725 16.00.0357

GP Version Legend

GP 10 10

GP 2010 11

GP 2013 12

GP 2015 14

GP 2016 16

What isn’t supported with Dynamics GP 2016?

• Windows XP & Vista

• Windows Server 2003 all editions

• Microsoft SQL Server 2008 all editions

• Microsoft Office 2010

• Internet Explorer 10.0

• Business Portal

• Adobe Acrobat 9

A few quick notes about Business Portal

• GP 2013- last version that supports Business Portal

• PTE, HRMSS, and Requisition Management now included in the core GP product

• Order Management discontinued

• Web client offered as the going forward plan for Business Portal

• No migration of existing Business Portal configuration to GP web client

What exactly is a test upgrade?

• Upgrade a copy of GP live environment within

an isolated environment

• Both environments available for a period of time

• What are the goals of a test upgrade?

• Identify upgrade issues ahead of time

• Know exactly how much down time is

needed for the production upgrade

• Testing (user testing, reports, integrations,

etc)

• Training

High level sample timeline for typical upgrade

• Pre-upgrade planning and preparation (1-2 weeks)

• Test environment deployment and upgrade (1 week)

• Test environment up in parallel with production environment for testing and training (2 weeks-4 weeks)

• Production upgrade (<1-2 days)

How should we prepare for an upgrade?

• Identify which companies can 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

How should we prepare for an upgrade?

• Run Check Links on all companies

• What does the Check Links process do?• It analyzes the relationships between physical files to find data that exists in one file but

is missing from other files. The 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 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.

How should we prepare for an upgrade?

• If using FRx will need to migrate to Management Reporter

• Cleanup items in FRx:

• Remove unused companies, specification sets, and building blocks (catalogs,

rows, columns, and trees)

• Remove demo data

• Delete .F32 in SysData directory

• Run FRx compact process for system and spec set databases

• Verify segment name consistency in GP across all companies

What does Socius do during an upgrade?

• Backups (initial round and checkpoint)• FRx, Integration Manager, Dynamics GP, Management Reporter, etc• Checkpoint backups throughout upgrade process

• Install latest GP Service pack on current version

• GP Data update

• Install & update 3rd party modules

• Install custom code

• Update modified forms & reports

• Update integrations

• Update custom reports

• If using FRx, migrate 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

Key user acceptance testing

• Print post-upgrade reports & compare to pre-upgrade reports

• Test custom code

• Test custom reports

• Test integrations

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 Audit (during test upgrade)

• Implement new features like work flow

• Add new modules

Important Links

Dynamics GP 2016 System Requirementshttps://mbs.microsoft.com/customersource/northamerica/GP/learning/documentation/system-requirements/MDGP2016_System_Requirements

Upgrading to Microsoft GP 2016 Hot Topic pagehttps://mbs.microsoft.com/customersource/northamerica/GP/support/hot-topics/HOT_TOPIC_MDGP2016Upgrade

Q & A