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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
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