Sage 300 ERPBest Practices - How to Successfully Upgrade to Sage 300 ERP 2012

CPE Credit

• In order to receive CPE credit for this session, you must be present for the entire session. – Session Code: C-130– Recommended CPE Credit = 1 – Delivery Method = Group Live– Field of Study = Specialized Knowledge and Applications

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Introduction

• Simon Millichip – Supervisor, Customer Support Sage 300 ERP

• Tips and tricks on how to plan a successful upgrade to Sage 300 ERP 2012. Join this session to get the answers to the most common questions about upgrading, including: What pre-upgrade preparation do you need? How should you prepare your environment? What's the most effective way to perform the upgrade? What needs to be done after the upgrade? .

• Follow Sage on Twitter: @Sage_Summit

• Follow Sage 300 ERP Customer Support: @sage300erpcs

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Successful Upgrade

What does it look like?

What can we check?

Why is it Important?

Agenda

• Environment preparation

• Pre Upgrade procedures

• Performing the upgrade

• Post Upgrade procedures

• Q&A

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Environment Preparation

Sage 300 ERP 2012 Compatibility

• Verify Hardware Requirements

• Verify the Database Platform

• Verify the Operating System

• Verify the Recommended Configurations

Pre Upgrade

Sage 300 ERP 2012 Procedures

• Back up your Databases

• Obtain the Activation Codes

• Review the Documentation

-Sage 300 ERP 2012 Readme

-Sage 300 ERP 2012 Installation Guide

-Sage 300 ERP 2012 Update Guide

Pre Upgrade

Review Custom Applications

• Contact the Vendor or Developer

- Is it supported on my environment?

- Is it compatible with Sage 300 ERP 2012

- Are there any Product Updates required?

- What are the steps involved in upgrading?

- Do I need to prepare the data in any way for upgrade?

Pre Upgrade

Review Custom Reports & Macros

• Save/Backup any custom reports or macros

• Review the update notice and refer to the AOM

• Test the reports/macros in the upgraded version

• Run the reports/macros prior to upgrade and compare

Pre Upgrade

Preparing your Sage 300 ERP 2012 data

• Run Day End Processing (If you use Inventory Control)

• Post any open batches in A/R and A/P

• Post any open batches in G/L

• Check Data Integrity and correct any errors

• Perform any pre-required upgrade steps on 3rd party modules

• Print the Account Group Report (Optional)

• Install and Configure Internet Information Services

Pre Upgrade

Top 3 Tips

Backup

Perform a test upgrade

Do not force through an upgrade

Performing the Upgrade

Upgrade Steps for Sage 300 ERP 2012

• Uninstall the previous version of System Manager

• Install Sage 300 ERP Programs

• Install the latest Product Update

• Enter License Information

• Activate your data

Post Upgrade Procedures

For Sage 300 ERP 2012

- Run Data Integrity for each module

- Run selected reports to confirm information is the same

- Back Up data

Post Upgrade Procedures

For Custom Applications, Reports & Macros

- Ensure any application runs as expected

-For example if you use SageCRM you may need to re-install the integration component

- Confirm Custom Reports & macros work

Q&A

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• Session code for this session: C-130

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Contact Information• Presenter Contact Information:

– Simon Millichip– Simon.millichip@sage.com – Twitter hashtag <@sage300erpcs>

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Thank you for your participation.