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=Prep=
*Review the [http://updates.newhavensoftware.com/v9release_notes.htm 9.0 Release Notes]
*Do you have custom reports/forms?
*Do you have custom integrations?
*Fulfill all catalog requests
*Download the 9.0 update and get your v9 release code from [https://updates.newhavensoftware.com/ Support Downloads]

=Install=
*Everyone out of CMS (delete CMSNET.dat to be sure)
*Update server (~10 min)
**Verify you can log into CMS without error
*Update workstations (required if updating from v7, optional for v8 but recommended to update Help file)
**Update Help - If not performing workstation updates, you should instead copy the file CMS.chm to all workstations' \NewHaven Software directory from \NewHaven Software on your server

=Settings to consider=
*Arrival Dates and Cheapest - http://screencast.com/t/zfhm6X94KO3T
*S&H applied per recipient - http://screencast.com/t/yQy3y4vMdlF
*Remove prompt from label processing in Manifest - http://screencast.com/t/N7ZQHBPGL
*Add print task 481 to shipment confirmation email in place of task 480 - Example: http://screencast.com/t/mczAmACLDEvE
*Configure what non-shipping days you have (at least check the boxes for Sat and Sun) - http://screencast.com/t/Faisw8nPW
*Update Zonedays data to change CMS defaults if/when desired - http://screencast.com/t/dmGefU0Q6w8Z