Upgrade checklist for quote



UPGRADE PREP FORMMicrosoft Dynamics GP 2018Please fill out the following form by tabbing through the fields. Once completed, save and email to Client Engagement Team at FORMDROPDOWN Checklist Completion Date: FORMTEXT ?????Company Name:Main Contact Name: FORMTEXT ?????Main email: FORMTEXT ?????Upgrade /IT Contact Name: FORMTEXT ?????Upgrade/IT email: FORMTEXT ?????Training/Finance Contact Name: FORMTEXT ?????Training /Finance email: FORMTEXT ????? SECTION 1: MICROSOFT DYNAMICS GP CONFIGURATIONSCurrent version of Dynamics GP FORMTEXT ##.##.####Number of companies in Dynamics GP FORMTEXT ?????Please include version number and build number.To find your Dynamics GP version go to: Help/About Dynamics GPPlease include “Fabrikam”, “The World Online” and test companiesSECTION 2: SERVER CONFIGURATIONAre you planning on installing a new server on-premise? If yes, enter the new server specifications below If no, enter existing server specifications below FORMCHECKBOX Yes FORMCHECKBOX No FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Will you be deploying to the cloud? FORMCHECKBOX Yes FORMCHECKBOX NoIf yes: which cloud services? FORMCHECKBOX Azure. If yes, would you like Encore to deploy? FORMTEXT ????? FORMCHECKBOX Google FORMCHECKBOX RackSpace FORMCHECKBOX Local Provider. If yes, who? FORMTEXT ?????Server Operating System32-bit or x64 FORMCHECKBOX Microsoft Windows Server 2016 - Essentials or Standard Edition FORMCHECKBOX Microsoft Windows Server 2012 R2 - Essentials or Standard Edition FORMCHECKBOX Microsoft Windows Server 2012 - Essentials or Standard Edition In order to upgrade to Microsoft Dynamics GP 2018 you must be on Windows Server 2012, 2012 R2 or 2016.For on Premise:Server Specifications (Click here for System Requirements)Processor FORMTEXT ?????RAM FORMTEXT ?????List all additional Drives and Disk Space: Free Space / Drive SizeOperating System FORMTEXT ?????/ FORMTEXT ?????Drive 2 FORMTEXT ?????/ FORMTEXT ?????Drive 3 FORMTEXT ?????/ FORMTEXT ?????Drive 4 FORMTEXT ?????/ FORMTEXT ?????Drive 5 FORMTEXT ?????/ FORMTEXT ?????Is your server running a virtual platform? FORMCHECKBOX Yes FORMCHECKBOX NoIf Yes, what product? FORMCHECKBOX VMWare FORMCHECKBOX Windows Server Hyper-V2012 / 2012 R2 / 2016 FORMCHECKBOX Other FORMTEXT ?????Is this server dedicated to GP? FORMCHECKBOX Yes FORMCHECKBOX NoIf no, what other applications are running on this server? FORMTEXT ?????Which server is the domain controller? FORMTEXT ?????Do the server and workstations belong to a domain? FORMCHECKBOX Yes FORMCHECKBOX NoWhat is the domain name? FORMTEXT ?????The domain controller holds the user and computer accounts for network. If you have more than one (1) server, please provide separate documentation outlining the details or your server setup.To use some of the features in GP 2018 a domain is required.SECTION 3: PLATFORMWhat version of SQL are you currently running? FORMTEXT ##.#.####.#To determine version, issue the SQL command select @@version in the SQL Query tool in SQL Management Studio and enter the result above.Supported SQL Server Versions 32-bit or x64*Please select the current version you have.* FORMCHECKBOX Microsoft SQL Server 2016 – Enterprise, Standard or Express Edition FORMCHECKBOX Microsoft SQL Server 2014 – Enterprise, Standard or Express Edition FORMCHECKBOX None of the above, please specify: FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????The Edition required is dependent on your specific GP Profile. What version of SQL would you like to go to? FORMCHECKBOX Microsoft SQL Server 2016 – Enterprise, Standard or Express Edition FORMCHECKBOX Microsoft SQL Server 2014 – Enterprise, Standard or Express Edition FORMCHECKBOX None of the above, please specify: FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????In order to upgrade to Microsoft Dynamics GP 2018 you must be on SQL Server 2014 or 2016.What are the current SQL Server Collation Settings? FORMTEXT ?????To find Collection Settings, in SQL Server Management Studio, right-click the SQL Server Name and click Properties: Example: Server Collation: Latin1_General_BINNumber of SQL Runtime Client Access Licenses # FORMTEXT ????? or FORMCHECKBOX I have a SQL Processor Volume License Details of your Volume License can be found here. Windows Live ID and registered business email required.Please note – your Full User CALs must = the # of SQL Runtime Client Access LicensesSECTION 4: SIZE OF YOUR DATAList all Databases and Sizes:Database Name (Logical Name)Size (Initial Size) FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????If you have more than 5 databases, please attach a document with the above details for the remaining databases.You can verify the size of your database by opening SQL Server Management Studio, select databases, right-clicking on your database and select properties, select File and record Logical Name and Initial size from File Type: Data. SECTION 5: CLIENT WORKSTATION CONFIGURATIONSHow many workstations have Dynamics GP installed? FORMTEXT ?????Do you want Encore to update the workstation(s)? FORMCHECKBOX Yes FORMCHECKBOX NoWould you like to deploy the GP 2018 HTML Web Client? FORMCHECKBOX Yes FORMCHECKBOX No About the Web Client: Provides all employees’ access to GP with the web client, connecting and contributing wherever they are, from their PC or mobile device.Are you using Terminal Server or Citrix? FORMCHECKBOX Yes FORMCHECKBOX No Which one? FORMTEXT ????? What Anti-Virus Software is running? FORMTEXT ????? Operating System FORMCHECKBOX Microsoft Windows 10 Professional or Enterprise Edition FORMCHECKBOX Microsoft Windows 8 & 8.1 Ultimate or Enterprise Edition FORMCHECKBOX Microsoft Windows 7 Professional, Ultimate or Enterprise Edition All Operating Systems Support 32-bit and x64.Microsoft Dynamics GP 2018 will ONLY operate on the above Operating System.Microsoft Office FORMCHECKBOX Microsoft Office 2016 FORMCHECKBOX Microsoft Office 2013 FORMCHECKBOX Microsoft Office 365 All Operating Systems Support 32-bit and x64.Microsoft Dynamics GP 2018 Office Integrations will ONLY operate on the above versions.Internet ExplorerOnly Version 11.0 Desktop Mode Only is supported with Dynamics GP 2018 or Edge. To find version, open Internet Explorer select Tools (Alt + x) on the menu bar and click About Internet Explorer.Acrobat Adobe Only Adobe X is supported with Dynamics GP 2018.SECTION 6: MICROSOFT DYNAMICS GP Do you use Dynamics GP Canadian Payroll? FORMCHECKBOX Yes FORMCHECKBOX No If Yes, How many Companies? FORMTEXT ????Do you use Integration Manager? If yes, how many integrations? If yes how many users? FORMCHECKBOX Yes FORMCHECKBOX No FORMTEXT ????? FORMTEXT ?????Do you use Project Accounting? FORMCHECKBOX Yes FORMCHECKBOX No If yes, do you use PDK? FORMCHECKBOX Yes FORMCHECKBOX NoDo you actively use Business Portal? FORMCHECKBOX Yes FORMCHECKBOX No What version of Business Portal? FORMTEXT ?????If yes, Business Portal was discontinued in GP 2015. Any areas currently operating in Dynamics GP’s Business Portal will need to be evaluated and transition plan will need to be determined. Please contact clientengagement@ to learn about your options. SECTION 7: REPORTINGDo you use FRx Financial Reporting? FORMCHECKBOX Yes FORMCHECKBOX NoFRx is no longer supported in GP 2018. All FRx reports will be migrated to Microsoft’s new reporting tool Management Report. In order to use Management Reporter, server and workstation must belong to the same domain.If YES, how many FRx Reports need to be migrated to Management Reporter? FORMTEXT ?????If NO, are you currently using Management Reporter? FORMCHECKBOX Yes FORMCHECKBOX NoIf YES, What version?To find version in Management Reporter, choose Help About FORMTEXT ##.#.####.#Do you use SQL Server Reporting Services reports with GP data? SSRS is not supported with SQL Server Express Edition. FORMCHECKBOX Yes FORMCHECKBOX No SECTION 8: DYNAMICS GP – OTHER CUSTOMIZATIONSAre you aware of any other customizations or special integrations? FORMCHECKBOX Yes FORMCHECKBOX NoIf YES, please specify FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????SECTION 9: MODIFIED REPORTSDo you have any modified reports? FORMCHECKBOX Yes FORMCHECKBOX NoTo view these reports, go to Tools/ Customize/Customization Maintenance. To export highlight all reports and click the export button. If this is an extensive list, please export all modified reports and email a package file. FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????SECTION 10: INTEGRATED PRODUCTSProducts InstalledPlease provide us with all the products installed on each workstation and ensure that you include all additionally installed products. FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????To accurately capture this data, the Dynamics.set file must be reviewed and recorded at each workstation.Follow below instructions.To verify use of all integrated products at your organization the following must be completed at each active workstation using Dynamics. In Windows Explorer under the Dynamics directory you will need to find the Dynamics.set file (the Dynamics Launch file). C:\Program Files\Microsoft Business Solutions\Dynamics\GPIf you can’t see the file extensions, locate the file that has the ‘red books’ icon:244919514287500Once you have located the file, right-click on the file and select edit. This will open in Notepad and resembles the following image.25717514097000In this example, there are 8 products installed: Microsoft Dynamics GP, Bank Reconciliation, FieldService, SmartList, Excel-Based Budgeting, Encore Product Maintenance, Canadian Payroll and SmartList Builder.SECTION 11: TEST AND TRIAL UPGRADE TIMELINESDo you require a test upgrade?We recommend a test upgrade with modifications, customized reports, and add-on solutions. In order to complete a test upgrade, an additional server is required.If you are not installing a new server and require a test upgrade do you have a test environment (another server or virtual environment) available? FORMCHECKBOX Yes FORMCHECKBOX No FORMCHECKBOX Yes FORMCHECKBOX NoIs there a specific time you would like to complete the upgrade? Please provide two options for your test and live upgrade. Opt1: Test FORMTEXT ????? Live FORMTEXT ?????mm/dd/yyyy mm/dd/yyyyOpt 2: Test FORMTEXT ????? Live FORMTEXT ?????mm/dd/yyyy mm/dd/yyyyWould you like it completed: FORMCHECKBOX Remotely FORMCHECKBOX On-Site**Upgrades are done remotely, if you require onsite please indicate. Travel and living expenses may be an additional fee if on-site is chosen.What is the maximum amount of time that you can be without access to Dynamics GP? NOTE: During the upgrade process your system will be down with no access to GP. Premium rates apply for work performed on evenings and weekends. Weekends only available for live upgrades. FORMTEXT ?????Besides the Dynamics GP 2018 enhancement training (estimated to be 4 hours) is there other training that you would be interested in coordinating at the time of the upgrade? FORMCHECKBOX Yes FORMCHECKBOX NoIf YES, please list your areas of interest. FORMTEXT ?????There are new functions in Dynamics GP 2018 available to you, please review the What’s New in GP 2018 Document and specify any new functionality to be implemented. Please also view the most recent Microsoft Dynamics Capabilities Guide. FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????New functionality should not be implemented during a test and live upgrade. Any new features and functionality should be implemented upon a successful upgrade. If you would like to discuss further, please contact clientengagement@.Please review the following:Please click in the check box, and type initials in the section indicated below.ASSUMPTIONSAll users will be logged out of Dynamics GP during the upgrade process.Full administrator access to the system will be provided to the consultant in advance or by staff available during the upgrade.Checklinks will be run prior to the upgrade. Service time during the upgrade can be reduced if this step is completed by the client. A client contact has been designated to this project, and will be available to the Encore Consultant throughout the upgrade process, failure to comply may result in delays of this service.CANCELLATION POLICY:For any engagements 2 days or greater in estimated duration, the Client must provide, at a minimum, 5 business days’ notice of cancellation. If proper notice is not provided, a cancellation fee will be assessed based on lost revenue and related, unrecoverable costs, to a maximum of $2,000. This includes projects that have already started and projects where we have confirmed resources. TERMS, CONDITIONS & DISCLAIMERAny issues1 found after the upgrade are not included in the estimated service fee.? Diagnostic and solution resolution will be billed on a time and material basis.If the need to roll-back to the original operating version arises due to unforeseen circumstances1 the client and Encore’s Practice Lead will discuss the effort and responsibility.? These efforts are typically billed on a time and material basis. If any customizations not indicated in the Encore Upgrade Checklist are identified during the upgrade process the consultant will attempt to transition them to the new version. ?If upon testing the customization proves to be incompatible with the new version an estimate to upgrade the customization will be provided.? If the customization was not originally built by Encore, the client is responsible for contacting the original developers to complete the customization upgrade, or Encore can present an estimate to rebuild the customization at the client’s request. Implementation of new features and functionality are not included in the upgrade unless specified in the upgrade service estimate/Statement of Work.? It is not recommended to implement new and extensive features during an upgrade.New feature and functionality training, sometimes referred to as ‘what’s new training’, is defined as an information session led by an Encore Application Consultant on the changes in the new version.? The training is limited to new system-wide features and currently used modules.? Some new features require extensive implementation time and are not included in the upgrade estimate.Custom documents such as process and/or build documents are not included.? If requested, it is at the discretion of the Technical Consultant assigned to the upgrade whether the request can be fulfilled as upgrades must be completed in a timely manner.? Any custom documentation provided will be billed on a time and material basis and are not included in the upgrade estimate. 1Issues and unforeseen circumstances are defined as but not limited to unanticipated system errors, compatibility issues, or undocumented bugs relating to your Microsoft Dynamics solution, add-on products or the supporting technology. FORMCHECKBOX I have read, understood and agree to the above FORMTEXT ?????Type Initials ................
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