Pre-Upgrade Process

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Extender 2013

Pre-Upgrade Process

There are multiple things that need to be verified before updating Extender.  The verification steps are different depending on whether you are using Extender Standard or Extender Enterprise.  Please follow the appropriate steps below.  The first two are for Extender Standard and Enterprise.  The last four are for Extender Enterprise only.

 

Here is a link to the scripts that will be needed for these steps. Button

 

To check Extender before the upgrade:

1.Make complete backups of your system and company databases for Microsoft Dynamics GP.
2.If Extender views were created using the SQL names instead of Display names, the views will need to be recreated once the update is complete as they will error in the update with structure errors.  The Fields change in the update and the view needs to be re-created to reflect this.
3.Enterprise Only: Verify whether or not Interfaces are setup in Extender.   Run the “Check for Extender Interfaces.sql” script.  If results are returned, Interfaces do exist. At this point in time, Interfaces may not update to Extender Enterprise 2013.  If any are present, they may need to be set up again in Extender Enterprise 2013.  We recommend taking screen shots of the current setup or noting it in some manner.
4.Enterprise Only: Verify whether or not there are Post Record Actions setup in Extender.   Run the “Check for Extender Post Records.sql” script.  If results are returned, Post Record Actions do exist. At this point in time, Post Record Actions may not update to Extender Enterprise 2013.  If any are present, they may need to be set up again in Extender Enterprise 2013.  We recommend taking screen shots of the current setup or noting it in some manner.
5.Enterprise Only: Verify whether or not there are Processes setup in Extender.   Run the “Check for Extender Processes.sql” script.  If results are returned, Processes do exist. At this point in time, Processes may not update to Extender Enterprise 2013.  If any are present, they may need to be set up again in Extender Enterprise 2013.  We recommend taking screen shots of the current setup or noting it in some manner.
6.Enterprise Only: Verify whether any Execute Trigger logic types exist in Extender.  Run the “Check for Extender Trigger Events.sql” script.  If results are returned, Execute Trigger types do exist.  After the update, you will need select the event in the “Run Another Action” Action type list.