UPGRADE CHECKLIST & GUIDELINES

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ONFIDENTIAL



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Please fill

out

the follow
ing

form by
tabbing through

the fields. Once completed
,

save and

either
f
ax

us
at
Encore at
204
.
235
.
233
1

attention
Melissa Zazuliak


or email
to

melissa.zazuliak@encorebusiness.com


Checklist Completion Date
:







Company Name:







Contact Name:







Contact email address:







Contact Phone number:







MICROSOFT
DYNAMICS GP

CONFIGURATIONS

Current version of Dynamics GP

##.####

Number of companies in Dynamics GP







Please include version number and build number.

To find your Dynamics GP
version go to: Help/About Dynamics GP


Please

include “Fabrikam”, “The
World Online”
and

test companies


PLATFORM

What

version

of SQL
are you current
ly

running?

##.####

To determine version, issue the SQL command
select @@version

in the SQL Query tool in SQL Management Studio and enter the result above.

Supported SQL Server Versions




Microsoft SQL 2012
–

Enterprise or Standard Edition



M
icrosoft
SQL 2008

R2 SP 1 or later


-

Enterprise or Standard Edition



Microsoft SQL 2008 SP 3 or later
-

Enterprise or Standard Edition


Will Encore be required to install the latest service packs at the time of the upgrade?



Yes


No


Do you have SQL CD
’s
?



Yes


No

Which one?
SQL Server v#


Do you want to upgrade SQL?



Yes


No


In order to upgrade to Microsoft Dynamics GP 2013 you must be on
SQL 20
12

or SQL 2008
.

Is the server set up in a Cluster Configuration?

Yes


No


What are the current SQL Server Collation Settings?







To find Collection Settings, in SQL Server Management Studio, right
-
click the SQL Server Name and click Properties:

Example: Server Collation: Latin1_General_BIN


Number of SQL Runtime Client Access
Licenses









or



I have a SQL Process
or

Volume License



Details of your Volume License can be found
here
.

Windows Live ID and registered business email required.



UPGRADE CHECKLIST & GUIDELINES

Microsoft Dynamics GP 201
3



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SIZE OF YOUR DATA

List all Databases and Sizes:


Database Name

(Logical Name)


Size

(Initial Size)


































































If you have more t
han 7 databases, please attach

a document with the above details for the remaining databases.

You can verify the size of your database by opening
SQL Server Management Studio, select databases
, right
-
clicking on your
database and select properties
, select File and record Logical Name and Initial size from File Type: Data
.


SERVER

CONFIGURATION

Are
you planning on installing a new server?


If yes, enter the new server specifications below


If no, enter existing server specifications below



Yes


No



If Yes, would you like to discuss requirements with Encore’s IT Team?


Yes


No


Server Operat
ing System

32
-
bit or x64


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 Standard Edition SP2 or later

x
64 Only


Microsoft Windows 2012
–

Essentials or Standard Edition


Microsoft Windows Small Business Server 2011 Standard Edition with Premium

Add
-
on


Microsoft Windows Server 2008 R2 Standard Edition SP1 Edition or Later


Microsoft Windows
2008 Server Standard Edition SP2 or later


Microsoft Windows Small Business Server 2008 Premium Edition SP2 or later


Server Spec
ifications

Processor








RAM









List all additional Drives and Disk Space:





Free Space / Drive Size

Operating System





/






Drive 2







/






Drive 3





/






Dr
ive 4





/






Drive 5





/






Is your s
erver running
a virtual platform
?



Yes

No



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If Yes, what product?



VMWare




Windows Server 2008/2012 Hyper
-
V


Other







Is this server dedicated to GP?



Yes

No


If no, what other application are running on this server?









Which server is the domain controller?









D
o

the

server and workstation
s

belong

to a domain?



Yes

No


What is the domain name
?








The domain controller holds the user and computer accounts for network.




If you have more than
one (
1
)

server, please provide separate documentation outlining the details or your server setup.


To use some of the features of
GP

2013 require a domain.

CLIENT
WORKSTATION
CONFIGURATIONS

How many workstations have Dynamics GP installed?







Do you want Encore to update the workstation
(s)
?


Yes


No

Would you like to take advantage of the GP 3013 Web Client?


Yes


No



About the
Web Client
: Provides all employees’ access to GP with the web client, connecting and contributing wherever
they are, from their PC or mobile device.

Microsoft Dynamics GP 2013 Web Client must be
installed in a domain environment

Microsoft Dynamics GP 2013 Web Client should not be deployed on the same server that hosts the Domain Controller

And, *Minimum server requirements for hosting the GP2013 WEB Client are:



Microsoft Windows Server 2012
-

Dat
acenter Edition or Standard Edition



Microsoft Windows Server 2008 R2 SP1 or later
-

Enterprise Edition or Standard Edition

I
t is recommended you acquire and install a 3rd Party Server SSL Certificate from a supplier like GoDaddy or VeriSign

Are you using
Terminal Server or Citrix?



Yes


No

What Anti
-
Virus Software is running?








Op
erating System


Microsoft Windows 8 Professional or Ultimate Edition


Microsoft Windows 7

Professional or Ultimate Edition



All Operating Systems Support 32
-
bit and 64
-
bit.


Microsoft Dynamics GP 2013 will
O
NLY

operate on the above Operating System.

Microsoft Office


Microsoft Office 2013


Microsoft
Of
fice 2010




All Operating Systems Support 32
-
bit and
x
64.


Microsoft Dynamics GP 2013 Office Integrations will
ONLY

operate on the above

versions.




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Internet Explorer

Only Version
10.0 (Desktop Mode Only), 9.0 and

8.0 are

supported with Dynamics GP 2013.



To find version, open Internet Explorer select Help on the
menu bar and click About Internet Explorer.

Acrobat Adobe



Only Version X

is

supported with Dynamics GP 201
3.

MICROSOFT DYNAMICS GP

Do you use Dynamics GP Canadian Payroll?


Yes

No

If Yes, How many Companies?






Do you use Integration Manager?


If yes, how many integrations?


If yes how many users?


Yes

No














Do you use Project Accounting?


Yes

No


If yes, do you use PDK?


Yes

No


Do you actively use

Business

Portal
?


Yes

No



What version of Business Portal?







If yes:

Do you use Windows ShareP
oint
Services (WSS)?


Yes

No


Require Version 3.0 SP2

or later

Do you use Microsoft ShareP
oint
Server (M
SS)
?


No


Foundation

Standard

Enterprise

Require Version 2007 SP2

or later


If Yes, Internet Information Services (IIS) version 6.0 or 7.0 is required.

REPORTING

Do you use FRx Financial Repo
rting?



Yes

No


FRx is no longer support in GP 2013. All FRx reports will be migrated to Microsoft
’s

new reporting

tool
Management Report.



In order to use Management Reporter, server and workstation must belong to the same domain.









If YES, how many FRx Reports need to be migrated to
Management Reporter
?









Do you have any

Crystal R
eports

with GP data
?

C
rystal is not supported and fixes to reports are the responsibility of the customer.



Yes

No



Do you
use

SQL
Server
Reporting

Services reports

with GP data
?

SSRS is not support with SQL
Server Express Edition
.


Yes

No


SECURITY SETUP AND CONFIGURATION

If you are curr
ently using 9.0, Dynamics GP

security
has signific
antly changed
.

Security is now role and task
based (ie: AP clerk that prints cheques, AR clerk that enters cash receipts).

All existing security will be
transferred over

and can be reviewed and reconfigured
before or immediately after the upgrade
.



Number of User ID’s set up in Dynamic
s

GP







This can be found under

Tools/Setup/System/Users/click
lookup

Do you have user ID’s setup in Dynamics GP that are no longer being used?


Yes

No



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I
f
YES
, we recommend deleting these users before the upgrade

Do you use Window level security in
Dynamics GP?


Yes

No

DYNAMICS GP
–

OTHER CUSTOMIZATIONS

Are you aware of any other customizations or special integrations?


Yes

No

If YES,
please specify






































M
ODIFIED REPORTS

Do you have any
modified reports?


Yes

No

If
YES, please list.

If this is an extensive list, please
export all modified reports and email

a package file
.




























To view these reports, go to Tools/ Customize/Customization Maintenance To export highlight all reports and click the
export button.

INTEGRATED PRODUCTS

Products Installed

Please provide us with all the products installed on
each

workstation and
ensure that you include

all

additional
ly

installed products
.









































To accurately capture this data, the
Dynamics.set

file must be reviewed and recorded at each workstation
.

Follow below instructions
.


To
verify
use of all

integrated

products
at your

organization

the following

must

be completed at each active
workstation

us
ing

Dynamics
.



1.

In Windows Explorer under the
D
ynamics directory
you will need to find the
Dynamics.set

file (the
Dynamics Launch file).

C:
\
Program Files
\
Microsoft Business Solutions
\
Dynamics
\
GP


2.

If you can’t see the file
e
xtensions, locate the f
ile that has the
‘
red books
’

icon:




3.

Once you have located the file, right
-
click
on
the file and select
edit
.
This will

open in
Notepad

and
resembles the following image.



In th
is

example, there are 8
products
installed
:
Microsoft Dynamics GP,
Bank Reconciliation,
FieldServi
c
e, SmartList, Excel
-
Based Budgeting,


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Encore Product Maintenance, Canadian Payroll and SmartList
Builder.




TIMELI
NES

1.

Is there a specific time you would like to
complete the

upgrade?








mm/dd/yyyy

2.

Do you require a test upgrade?

In order to complete a test upgrade, an additional server is required.



Yes

No


If you are not installing a new server and require a test upgrade
do you have a test environment (a
nother server or virtual
environment) available?



Yes

No

3.

Would you like it completed:



Remotely


On
-
Site*

*Travel and living expenses
may be
an additional fee if on
-
site is chosen.


4.

What is
the
maximum amount of time that you can be without access to Dynamics

GP
?


NOTE:

During the upgrade process your system will be down with no access to GP.

P
remium rates
apply
for work performed

on evenings and weekends.








5.

Besides the
Dynamics GP 201
3

enhancement training (
estimated to be
4

hours
)

is there other training
that you would be interested in coordinat
ing

at the time of the upgrade?


Yes

No


If
YES
, ple
ase list your areas of interest.








6.

There are new functions in v 201
3

available to you
, please review the
What’s New in GP 2013

Document
and specify any

new functionality to be implemented
.























































Please review the following assumptions, exclusions and cancellation policy.

Please
click

in the
check box, and t
ype initials in the section indicated.

ASSUMPTIONS

1.

All users will

be logged out

of Dynamics GP during the upgrade process.

2.

Full administrator

access to the system
will

be

provided to the consultant

in advance or
by staff availabl
e
during the upgrade.

3.

Checklinks will

be run prior to the upgrade. Service time during the upgrade
can

be reduced if this s
tep is
completed by the client
.



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4.

A
client
contact has been

designate
d

to this project, and

will be available

to
the
Encore Consultant

throughout the upgrade process, failure to comply may result in delays of this service.

EXCLUSIONS

No user documentation is provided with
the

upgrade unless s
pecifically requested prior

to the

finalized upgrade
dates
.

Production of documentation is billab
le.


CANCELLATION POLICY:

For any engagements 2 days or greater in estimated duration, the Client must provide, at a minimum, 5 business
days notice of cancellation. If proper notice is not provided, a cancellation fee will be assessed based on lost
revenu
e and related, unrecoverable costs, to a maximum of $2,000. This includes projects that have already
started and projects where we have confirmed resources.




I
have read and
agree
d

to the above

Assumptions and

Cancellation Policy








Type
Initial
s