Sage 300 ERPUpgrade Best Practices

CPE Credit

• In order to receive CPE credit for this session, you must be present for the entire session. – Session Code: P-61– Recommended CPE Credit = 1 – Delivery Method = Group Live– Field of Study = Specialized Knowledge and Applications

• Visit the Sage Summit Connect kiosks to enter CPE credit during the conference.

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Introduction

• Ron Fernandez- Customer Support Analyst Sr

• We will review the steps for a successful upgrade, including reviewing custom applications, reports, and macros. You will learn the "gotchas" that our support team handles to proactively avoid the same challenges. Even if you're an "Upgrade Expert," you will gain valuable information to help you take your business to the most current version of Sage 300 ERP.

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• Follow Sage 300 ERP Customer Support: @sage300erpcs

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Successful Upgrade

What is it?

What can we check?

Why is it Important?

Before Upgrading – To Do List

• Back up your Databases

• Obtain the Activation Codes

• Review the Documentation

• Sage 300 ERP Readme

• Sage 300 ERP Installation Guide

• Sage 300 ERP Update Notice

Agenda

• Preparing for the Upgrade

• Performing the Upgrade

• Post Upgrade procedures

• Q&A

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Environment Preparation

• Checking Hardware Requirements

• Understanding the customer’s Environment

• Database platforms

• Recommended Configurations

Key Things to Prepare for

• Customized solutions

• Macros

• Different reporting tools

• Compatibilities with Sage 300

• Back up custom reports/macros

Preparation procedures

• Strongly recommended to upgrade to the latest service pack before you upgrade to the current version.

• If you’re on 5.6, it can be upgraded to ERP 2012 directly.

• Run Day End (If Inventory Control is installed)

• Post all open batches

• Don’t Forget the 3rd party solutions

• Check Data Integrity and Correct any errors

Top 3 Tips

• Backup

• Create Test Environment and run a test upgrade

• Do not force through an upgrade, perform all required steps

Performing

Upgrade Steps for Sage 300 ERP

- 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

- Run Data Integrity for each module

- Run selected reports to confirm information is the same

- If you want information about the latest database and report changes for any application, check the TECHINFO and FORMS documents on the Portal.

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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• Your feedback helps us improve future sessions and presentation techniques.

• Session code for this session: P-61

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Contact Information• Presenter Contact Information: Ron Fernandez

– Ron.fernandez@sage.com– Support line 1800-253-1372– Twitter @sage300erpcs– Don’t forget to use the Sage Summit mobile or web app for all your conference

needs.

Thank you for your participation.