Wednesday, April 8, 2015

Portal Upgrade > GP 2010 to GP 2013

I'm upgrading a client's GP from 2010 R2 to 2013 R2.  They need to stick with Business Portal for now until they complete the process of finding a new requisition system, now that Portal is gone in GP 2015 and beyond.  This is a Portal upgrade from 5.0 to 6.0.  SharePoint (SP) upgrade from 2007 to 2010.


I'm still in the process of installing but here's a quick list.


  1. Install GP 2013 and upgrade the databases and register.  We do this to a new SQL Server.
  2. Install Web Services and upgrade the Web Service database on the SQL Server.
  3. Add the users to Web Services (WS) roles.
    1. We use a separate Portal install account so that needs to be a WS Poweruser and BDC Administrator (add to Roles).
    2. Verify that WS is reachable from the SP server.
  4. Drop any firewalls between the SP server and the GP SQL server.
  5. Install SharePoint 2010 Foundation (again new server) and configure the site.
    1. Add a top-level web application and site collection (we will install Portal there.)
    2. Add a Business Data Catalog (BDC) Service Application (you might have to turn the service on.)
    3. Backup your SP site from Central Admin and SQL Server.
  6. Install Business Portal.
Because we are moving Portal to a new SP installation we have to recreate the security access in SharePoint.  While tedious it's nothing compared to trying to move the entire SP site.  I'm not that brave.


I can see most of the requisition information in Portal.  But I have a "Server error in '/' Application" on the Hierarchy page.  Working with support to clear that up.


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