Upgrade checklist for quote - Microsoft Dynamics Partner



461962511620500UPGRADE CHECKLIST & GUIDELINESMicrosoft Dynamics GP 2015Please fill out the following form by tabbing through the fields. Once completed, save and email to FORMDROPDOWN at FORMDROPDOWN Checklist Completion Date: FORMTEXT ?????Company Name: FORMTEXT ?????Main Contact Name: FORMTEXT ?????Main email: FORMTEXT ?????Upgrade /IT Contact Name: FORMTEXT ?????Upgrade/IT email: FORMTEXT ?????Training/Fiance Contact Name: FORMTEXT ?????Training /Finance email: 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 Versions32-bit or x64Microsoft SQL Server 2014 – Enterprise, Standard or Express EditionMicrosoft SQL 2012 – Enterprise, Standard or Express EditionThe Edition required is dependent on your specific GP Profile. Will 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/Access to download latest SQL Version? 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 2015 you must be on SQL 2012 or SQL 2014.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 Server 2008 Standard Edition SP2 or laterx64 Only FORMCHECKBOX Microsoft Windows 2012 – Essentials or Standard Edition FORMCHECKBOX Microsoft Windows Server 2012 R2 – Essentials or Standard Edition FORMCHECKBOX Microsoft Windows Server 2008 R2 Standard Edition SP1 Edition or Later FORMCHECKBOX Microsoft Windows 2008 Server Standard Edition SP2 or laterServer 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 Hyper-V2008 / 2008 R2 / 2012 / 2012 R2 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 2015 a domain is required.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 2015 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 2015 Web Client must be installed in a domain environmentMicrosoft Dynamics GP 2015 Web Client should not be deployed on the same server that hosts the Domain ControllerAnd, *Minimum server requirements for hosting the GP2015 WEB Client are:Microsoft Windows Server 2012 / 2012 R2 - 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 & 8.1 Professional or Ultimate Edition FORMCHECKBOX Microsoft Windows 7 Professional or Ultimate Edition All Operating Systems Support 32-bit and x64.Microsoft Dynamics GP 2015 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 2015 Office Integrations will ONLY operate on the above versions.Internet ExplorerOnly Version 11.0 and 10.0 Desktop Mode Only) are supported with Dynamics GP 2015. 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 2015.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 has been 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. REPORTINGDo you use FRx Financial Reporting? FORMCHECKBOX Yes FORMCHECKBOX NoFRx is no longer support in GP 2015. 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 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 2015 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 2015 available to you, please review the What’s New in GP 2015 Document and specify any new functionality to be implemented. 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.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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