Pre-Upgrade Process

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Extender 2015

Pre-Upgrade Process

There are a few things that need to be verified before upgrading 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.

 

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If you are already using Extender on Microsoft Dynamics GP 2013 or 2015, do not run through the upgrade process.  This process is only for those coming from Microsoft Dynamics GP 2010.

 

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 upgrade is complete as they will error in the upgrade with structure errors.  The Fields change in the upgrade 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 upgrade to Extender Enterprise 2015.  If any are present, they may need to be set up again in Extender Enterprise 2015.  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 upgrade to Extender Enterprise 2015.  If any are present, they may need to be set up again in Extender Enterprise 2015.  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 upgrade to Extender Enterprise 2015.  If any are present, they may need to be set up again in Extender Enterprise 2015.  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 upgrade, you will need select the event in the “Run Another Action” Action type list.