Steps for upgrading from Jiwa6 to Jiwa7

Owned by Julie Hanlon
Last updated: Mar 10, 2022
1 min read

Question

 What are the broad steps for upgrading from Jiwa version 6 to Jiwa version 7?

Answer

  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) Improve database performance

  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 emphasise enough that you ensure adequate testing is done by the client before going live.