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