Microsoft Great Plains Upgrade - Version 8.0 Overview for IT Director/Controller

If you have Microsoft Great Plains as main accounting and ERP system you need to know some technical details on Great Plains version upgrade and what is going on behind the scenes, which options do you have in case of Dexterity, VBA, SQL customizations, ctree/Pervasive migration to MS SQL/MSDE. As of right now it is reasonable to upgrade to Microsoft Great Plains 8.0

Is upgrade required? Not actually, but you have to consider these factors
? Technical Support discontinuation - the old version may not be supported - currently if you are on version 6.0 - support is already discontinued. You can not have Microsoft Business Solutions help you, but obviously you have MBS partners who can still help you. If you are on Ctree or Pervasive SQL, then your support expires December, 31 2004.
? Tax Updates/Magnetic media expiration - if you have US Payroll module and depend on it with W2 and other forms - you must stay with the version, which is supported and has tax updates. If you are on Ctree or Pervasive SQL - then you will not have tax updates for these platforms at the end of 2004 and your W2s maybe inaccurate. If you have a lot of employees - you may have issues with government.
? Following the Technology and Microsoft rules - Microsoft wants you to be on the newest platform and provides you the best support when you follow this rule
? If you do have heavy customization - we recommend you to skip one version, for example if you are on version 7.5 - do not upgrade to 8.0 and wait for the next version

What is upgrade in the language of technology? Upgrade has server and client sides.
? Server side - upgrade converts tables from old format to the new one. In general words - Microsoft Business Solutions developers may change table structure, append additional fields to add new functionality, things like that. Upgrade copies the table with changes to temporary table, then drops original table, recreates it with new structure and copies all the data from temp table to the newly created one.
? Workstation side - workstation is written in Great Plains Dexterity and has Dynamics.exe - engine and DYNAMICS.DIC - dictionary. These two plus all the additional files will be replaced with the new ones. Other dictionaries, such us REPORTS.DIC and FORMS.DIC should be also upgraded and upgrade will try to deal with them automatically. In some cases modified reports (in REPORTS.DIC) could not be upgraded and need to be recreated in the new version.
What is customization upgrade? You should consider different types of customizations: Dexterity, VBA/Modifier, SQL, ReportWriter, Crystal Reports
? Dexterity Customization - being very short - Dexterity may have so called Custom Forms - these do not need upgrade - they should work as is. Then Dexterity may alter existing Great Plains forms (so-called Alternate Great Plains forms) - in this case Dexterity customization should be redone for these forms/screens. Plus additional consideration should be given to Dexterity triggers, shadow tables, etc.
? VBA/Modifier customization - Modifier allows you to modify existing Great Plains windows - it creates so called modified Great Plains windows, stored in FORMS.DIC. Usually modification is placing new buttons or fields, which in turn will be given VBA scripts (stored in DYNAMICS.VBA). VBA scripts may call something nice, like Crystal Report, or have some data access logic. Usually the old version of DYNAMICS.VBA workds with the new version. You may need to rearrange buttons on the modified form.
? SQL - you may have some stored procs for data integration, EDI or the like - if the addressed tables will be changed in the new version then you need to analyze your SQL code. The good news is - Microsoft Business Solution doesn't make a lot of changes since version 7.0, because Microsoft is now trying to merge the products it owns: Great Plains, Solomon, Navision and Axapta - and so has different priorities
? ReportWriter - MBS doesn't change tables, but it keeps changing Dexterity formulas used in ReportWriter original reports - this is the problem in so-called Modified Reports upgrade - usually you have these reports modified: SOP Blank Invoice form, SOP Blank Picking ticket, etc. If report can not be upgraded - it should be redone in the new version with some exceptions.
? Crystal Reports - the nice thing about Crystal Report - id doesn't need to be upgraded (if the fields in the tables exist in the new version - which is usually true statement)
What is upgrade for third-party modules? Your Great Plains may have so-called third party modules: Mekorma, Kampdata, Horyzon, Wennsoft, Avalara, Truepay, Trinity, Intellisol to name a few
Third party modules may have their own utility for upgrade. You just need to know that your third-party is ready for the new Great Plains version - if not - you just wait and stay on the old version.

What is migration from Ctree/Pervasive.SQL 2000 to MS SQL/MSDE? MBS has migration tool. You need first to install Great Plains on SQL Server with exactly the same account/segments structure and then install migration tool (it is Dexterity chunk) on your ctree/Pervasive workstation - then, when you integrate the chunk - you will map it to target SQL-based Great Plains Company, select all system and company tables, click the button and it will move all your tables one-by-one. In the case when your Great Plains ctree/Pervasive has third parties - you need to check if the vendor has migration tool - otherwise you have to do manual move, use SQL Linked server to your legacy data

Do I need consultant? It is probably good idea to have consultant to do the upgrade. We strongly recommend you to use consultant in the following cases
? You have Dexterity customization
? You are doing migration from Pervasive/Ctree to Microsoft SQL Server/MSDE, especially when you have third-parties without migration tools
? You have a lot or ReportWriter Modified Great Plains Reports
? You have old version of Great Plains: Dynamics or eEnterprise 6.0 or prior - in this case you can not appeal to Microsoft Technical Support - it is discontinued
? Your Great Plains has more than 20 users and you have to have upgrade done over the weekend - if it fails - you have business problems
? You don't have support - in this case you have to select your Microsoft Business Solutions Partner and pay for the annual support/enhancement plan - you will get new registration key and will be ready for the upgrade

Good luck with upgrade and if you have issues or concerns - we are here to help! If you want us to do the job - give us a call 1-866-528-0577! help@albaspectrum.com

Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies - USA nationwide Microsoft CRM, Microsoft Great Plains customization company, based in Chicago, California, Colorado, Kansas, Minnesota, Texas, New York, Washington, Georgia and Florida and having locations in multiple states and internationally (www.albaspectrum.com), he is Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer.

Troubleshoot Windows with Task Manager

Task Manager is a Windows system utility that displays the
tasks or processes currently running on your computer. To
open Task Manager, press Ctrl+Alt+Del. The Applcations tab
lists the applications currently running on your computer.
A single application may actually consist of several running
processes, and many programs that run in the background are
not listed (you can see icons for some of these programs in
the System Tray).

Note: With Windows 98 and Windows Me, Ctrl+Alt+Del will
open Program Manager, which allows you only to close
aplications. However, you can download one of the many Task
Manager utilities from the Web.

The Processes tab displays a comprehensive list of all the
processes currently running on your computer. This can be
very useful for monitoring your system. The process tab
displays information about the processor useage and memory
usage of each process. The problem is, how to identify a
process. Below is a list of some processes you may see in
Task Managers Processes list.

"System Idle Process"
"System" The Windows System Process
"SMSS.EXE" Session Manager Subsystem
"CSRSS.EXE" Client Server Runtime Subsystem
"WinLOGON.EXE" The Windows Logon process
"SERVICES.EXE" Services Control Manager
"LSASS.EXE" Local Security Authentication Server Service
"svchost.exe" Service Host
"spoolsv.exe" The print spooler service
"explorer.exe" Windows Explorer
"TASKMGR.EXE" The Task Manager
"regsvc.exe" Remote Registry Service

"System Idle Process" is basically another name for the
time when Windows is doing nothing. There are hundreds of
thousands of processes that run on a computer, so you will
definitely find names of many other processess that are
not listed above. For a list of well known processes,
visit www.answersthatwork.com/Tasklist_pages/tasklist.htm
You can also learn about almost any task by using it's
name as a search term in google.

Task Manager can also be used to tweak your system if it's
running slow. The Performance tab displays running graphs
of your computers CPU and memory usage. If the CPU usage
seems to be running over 80 percent most of the time, or if
the memory usage seems to be running higher than the total
physical memory, you may want to shut down some
applications or processes.

On the Process tab, you can identify processes that are
consuming a lot of processor time. Click twice on the CPU
column heading to sort the CPU column so the processes
hogging the most CPU time on top. You can sort the
"Mem Usage" column the same way.

On the Application tab, if you right click on the name of
an application and, in the popup menu that appears, choose
"Go To Process", Task Manager will open the Processes tab
and highlight the process that runs the application. On the
Processes tab, if you right-click on the name of a process,
you can choose "SetPriority" and promote the priority of
the process you need (or demote the priority of a different
process to free up some resources).

If you go to the Application tab and shut down an
application, you will shut down any processes related to
that application. Or, you might choose to shut down a
background process that you can identify. To shut down an
application or process, click on it's name in the list to
highlight it, then click on the End Task button.

On the Processes tab, if you right click on the name of a
process, you can choose "End Process Tree" to kill the
process and any sub-processes started by the process.

Task Manager can also be used for troubleshooting. If an
application freezes up, you can open Task Manager and shut
down the application. If the entire system freezes up, you
can use Task Manager to shut down a process that is hogging
all the CPU time or memory.

If you spend some time monitoring your computer with task
Manager, eventually you will become familiar with the
processes that commonly run. Then, when you see an
unfamiliar process, you can do a little investigation to
make sure it's not a virus. For example, if you see
msblast.exe in the process list, your computer is infected
with the Blaster virus. You might be able to detect and
eliminate a new virus before an antivirus update is available.

Software Information

Troubleshoot Windows with Task Manager

Task Manager is a Windows system utility that displays thetasks or processes currently running on your computer. Toopen Task Manager, press Ctrl+Alt+Del.

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