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  1. Review the hardware and software requirements to ensure suitability by clicking on this link - Deployment Planning
  2. Backup database (with compression options tab of backup dialog - use compression)
  3. Change recovery model from Full to Simple
  4. Check database compatibility mode - set to highest
  5. Run any pre-upgrade scripts you have developed or been given
  6. If you have a custom upgrade scripts database, then copy that into the Jiwa Financials directory (after re-naming the standard one) \JiwaDatabaseScripts.mdb
  7. Run upgrade
  8. Run any post-upgrade scripts you have developed or been given
  9. Run performance improvement scripts found here (especially if you are moving to a new SQL Server as part of this process) Slow Improve database performance when retrieving data
  10. Set up User Groups
  11. Set up Print Groups
  12. Import custom reports and assign to print groups
  13. Set up menus and assign custom reports to menus
  14. Import custom Plugins.
  15. Log out and log in again to compile plugins
  16. Add any solutions required via script or updated standard reports, as found here: Solutions in addition to the Service Releases
  17. Colour code multiple warehouses
  18. Set up emails, including Debtor Statement From address
  19. Set/update System Numbers as required
  20. Check and update System Settings 
  21. Download, review and edit the attached document for each client being upgraded.  We can't emphasize emphasise enough to that you ensure adequate testing is done by the client before going live.

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