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Upgrading to v3.0 and beyond

Upgrading to v3.0 and beyond. Sage User Network, 18-19th October Dr Janet Bastiman. Version 3 – big changes. Resign of some parts of the architecture Opportunity to update hardware Migrate to a common starting point and then upgrade Make updates easier

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Upgrading to v3.0 and beyond

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  1. Upgrading to v3.0and beyond Sage User Network, 18-19th October Dr Janet Bastiman

  2. Version 3 – big changes • Resign of some parts of the architecture • Opportunity to update hardware • Migrate to a common starting point and then upgrade • Make updates easier • Most of all – ensure that user upgrades are as smooth as possible

  3. Key areas • FCEs, client automation will work on webclient • Layout manager redesigned and formset wizard added • RS/RWL reports will work with new report format • Minor underlying data structure changes • Mandatory projects change

  4. Migration Details

  5. Scenarios • Line 500 v6 GUI client to Sage ERP 1000 v3 Web client • Holistic considerations: training, look at business practises • could you make use of new features to streamline operations? • Install L500 v7.1 over v6 • Check customisations and add-ons • Resolve any issues • Use Sage ERP 1000 v3 installer over Line 500 v7.1 • Check customisations and add-ons • Resolve any issues

  6. Scenarios • Line 500 v5.0 to Sage 1000 v3.0 • Holistic considerations • Use L500 v6.0 over Line 500 v5.0 • Check customisations and add-ons • Resolve any issues • Use L500 v7.1 installer over Line 500 v6 • Check customisations and add-ons • Resolve any issues • Use Sage ERP 1000 v3 installer over Line 500 v7.1 • Check customisations and add-ons • Resolve any issues

  7. Best Practise • Back up regularly • Separate test server • not just for upgrades but also for patches, customisations, third party products before going onto live system • Recreate business practises • Even the uncommon ones! • Ensure all customisations are tested

  8. Thank you

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