Tuesday, January 8, 2019

Dynamics GP 2015R2 to 2018R2 upgrade - Background

It's a new year and time for a GP upgrade!

We are payroll users here so we have to keep the code base on the latest version.  Plus I needed something meaty to do.  So I got the bosses ok and petitioned IT for the new server and it's off to the races!

Well we have a lot of moving parts to maybe not so fast as a race.  More like a plodding timeline maybe.

So the path is from GP 2015R2 on Server and SQL 2012 to 2018R2 on Server and SQL 2016.  That should keep us for a few years.

Our last upgrade was in October of 2015 from GP 2010 to 2015 R2.  It went fairly well but we had some difficulties with some significant changes to our customization at the same time.  This time there will be no dramatic changes to all should proceed smoothly (I hope.)

IMPORTANT:  No upgrade should be started without a detailed plan.  I'm lacking the prior plan - flat-out don't recall what I did with it.  So new plan is on the table, or in Excel I suppose.  And as I created a tab for every major element of the upgrade (i.e. OS, GP, 3rd parties, etc.) I've already got 10 tabs going!

Step 1 of any upgrade or update is create the plan!

Step 2 was to gather all the components of the new version.  This includes all the GP 2018 R2 software, as well as documentation, third party software, and registration keys.

And yes we pay maintenance on all our software so there's that.

All the subsequent steps will be detailed in future blog posts.

Whooppeee!

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