Upgrade checklist for quote - Microsoft Dynamics Partner



461962511620500UPGRADE CHECKLIST & GUIDELINESMicrosoft Dynamics GP 2013Please fill out the following form by tabbing through the fields. Once completed, save and either fax us at Encore at 204.235.2331 attention FORMDROPDOWN or email to FORMDROPDOWN Checklist Completion Date: FORMTEXT ?????Company Name: FORMTEXT ?????Contact Name: FORMTEXT ?????Contact email address: FORMTEXT ?????Contact Phone number: FORMTEXT ?????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 companiesPLATFORMWhat 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 VersionsMicrosoft SQL 2012 – Enterprise or Standard EditionMicrosoft SQL 2008 R2 SP 1 or later - Enterprise or Standard EditionMicrosoft SQL 2008 SP 3 or later - Enterprise or Standard EditionWill Encore be required to install the latest service packs at the time of the upgrade? FORMCHECKBOX Yes FORMCHECKBOX No Do you have SQL CD’s? FORMCHECKBOX Yes FORMCHECKBOX No Which one? FORMTEXT SQL Server v# Do you want to upgrade SQL? FORMCHECKBOX Yes FORMCHECKBOX No In order to upgrade to Microsoft Dynamics GP 2013 you must be on SQL 2012 or SQL 2008.Is the server set up in a Cluster Configuration? FORMCHECKBOX Yes FORMCHECKBOX No 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.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 7 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. SERVER CONFIGURATIONAre you planning on installing a new server? If yes, enter the new server specifications below If no, enter existing server specifications below FORMCHECKBOX Yes FORMCHECKBOX NoIf Yes, would you like to discuss requirements with Encore’s IT Team? FORMCHECKBOX Yes FORMCHECKBOX NoServer Operating System32-bit or x64 FORMCHECKBOX Microsoft Windows Small Business Server 2011 Standard Edition with Premium Add-on FORMCHECKBOX Microsoft Windows Small Business Server 2008 Premium Edition SP2 or Later FORMCHECKBOX Microsoft Windows Server 2008 Standard Edition SP2 or laterx64 Only FORMCHECKBOX Microsoft Windows 2012 – Essentials or Standard Edition FORMCHECKBOX Microsoft Windows Small Business Server 2011 Standard Edition with Premium Add-on FORMCHECKBOX Microsoft Windows Server 2008 R2 Standard Edition SP1 Edition or Later FORMCHECKBOX Microsoft Windows 2008 Server Standard Edition SP2 or later FORMCHECKBOX Microsoft Windows Small Business Server 2008 Premium Edition SP2 or later Server SpecificationsProcessor 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 2008/2012 Hyper-V FORMCHECKBOX Other FORMTEXT ?????Is this server dedicated to GP? FORMCHECKBOX Yes FORMCHECKBOX NoIf no, what other application 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 of GP 2013 require a domain.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 take advantage of the GP 3013 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.Microsoft Dynamics GP 2013 Web Client must be installed in a domain environmentMicrosoft Dynamics GP 2013 Web Client should not be deployed on the same server that hosts the Domain ControllerAnd, *Minimum server requirements for hosting the GP2013 WEB Client are:Microsoft Windows Server 2012 - Datacenter Edition or Standard Edition Microsoft Windows Server 2008 R2 SP1 or later - Enterprise Edition or Standard EditionIt is recommended you acquire and install a 3rd Party Server SSL Certificate from a supplier like GoDaddy or VeriSignAre you using Terminal Server or Citrix? FORMCHECKBOX Yes FORMCHECKBOX NoWhat Anti-Virus Software is running? FORMTEXT ????? Operating System FORMCHECKBOX Microsoft Windows 8 Professional or Ultimate Edition FORMCHECKBOX Microsoft Windows 7 Professional or Ultimate Edition All Operating Systems Support 32-bit and 64-bit.Microsoft Dynamics GP 2013 will ONLY operate on the above Operating System.Microsoft Office FORMCHECKBOX Microsoft Office 2013 FORMCHECKBOX Microsoft Office 2010 All Operating Systems Support 32-bit and x64.Microsoft Dynamics GP 2013 Office Integrations will ONLY operate on the above versions.Internet ExplorerOnly Version 10.0 (Desktop Mode Only), 9.0 and 8.0 are supported with Dynamics GP 2013. To find version, open Internet Explorer select Help on the menu bar and click About Internet Explorer.Acrobat Adobe Only Version X is supported with Dynamics GP 2013.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:Do you use Windows SharePoint Services (WSS)? FORMCHECKBOX Yes FORMCHECKBOX NoRequire Version 3.0 SP2 or laterDo you use Microsoft SharePoint Server (MSS)? FORMCHECKBOX No FORMCHECKBOX Foundation FORMCHECKBOX Standard FORMCHECKBOX EnterpriseRequire Version 2007 SP2 or later If Yes, Internet Information Services (IIS) version 6.0 or 7.0 is required.REPORTINGDo you use FRx Financial Reporting? FORMCHECKBOX Yes FORMCHECKBOX NoFRx is no longer support in GP 2013. 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 ?????Do you have any Crystal Reports with GP data?Crystal is not supported and fixes to reports are the responsibility of the customer. FORMCHECKBOX Yes FORMCHECKBOX NoDo you use SQL Server Reporting Services reports with GP data? SSRS is not support with SQL Server Express Edition. FORMCHECKBOX Yes FORMCHECKBOX No SECURITY SETUP AND CONFIGURATIONIf you are currently using 9.0, Dynamics GP security has significantly changed. Security is now role and task based (ie: AP clerk that prints cheques, AR clerk that enters cash receipts). All existing security will be transferred over and can be reviewed and reconfigured before or immediately after the upgrade. Number of User ID’s set up in Dynamics GP FORMTEXT ?????This can be found under Tools/Setup/System/Users/click lookupDo you have user ID’s setup in Dynamics GP that are no longer being used? FORMCHECKBOX Yes FORMCHECKBOX NoIf YES, we recommend deleting these users before the upgradeDo you use Window level security in Dynamics GP? FORMCHECKBOX Yes FORMCHECKBOX NoDYNAMICS 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 ?????MODIFIED REPORTSDo you have any modified reports? FORMCHECKBOX Yes FORMCHECKBOX NoIf YES, please list. If this is an extensive list, please export all modified reports and email a package file. FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????To view these reports, go to Tools/ Customize/Customization Maintenance To export highlight all reports and click the export button. 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:24491957620000Once 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.TIMELINESIs there a specific time you would like to complete the upgrade? FORMTEXT ?????mm/dd/yyyyDo you require a test upgrade?In order to complete a test upgrade, an additional server is required. FORMCHECKBOX Yes FORMCHECKBOX NoIf 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 NoWould you like it completed: FORMCHECKBOX Remotely FORMCHECKBOX On-Site**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. FORMTEXT ?????Besides the Dynamics GP 2013 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 v 2013 available to you, please review the What’s New in GP 2013 Document and specify any new functionality to be implemented. FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ????? FORMTEXT ?????Please review the following assumptions, exclusions and cancellation policy.Please click in the check box, and type initials in the section indicated.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.EXCLUSIONSNo user documentation is provided with the upgrade unless specifically requested prior to the finalized upgrade dates. Production of documentation is billable.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. FORMCHECKBOX I have read and agreed to the above Assumptions and Cancellation Policy FORMTEXT ?????Type Initials ................
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