Revision as of 21:12, 12 March 2015

Prep

Whats New in 10.0 - Review the 10.0 Release Notes
Custom Reports and Forms - Please consider installing a test version of 10.0 to confirm they will work with 10.0. If there are any issues, please contact NewHaven Software Support to contract any necessary fixes.
Custom Integrations - NewHaven will keep all standard integrations current including those with UPS, FedEx, Endicia, Peachtree, and payment gateways. If you have developed any integrations of your own, please consider installing a test version of 10.0 to confirm they will continue to work. Please contact NewHaven Support if you'd like assistance with setting up or updating your test environment.
Database Connections - If you have any database connections to CMS that are using the dbo database user credentials, they must be switched to the cmsuser credentials or your connections will fail. We recommend updating these before installing 10.0 to ensure no connection errors.
- The default password for cmsuser is case sensitive and is CMSUser. As part of your PA-DSS Implementation this password should have been changed long ago, but, if you are still using it, be sure that you have the case correct. The most common use of an ODBC connection to your database is for keyed imports from UPS Worldship, it's ODBC connections named CMSPackages and CMSPackagesExport.

Go HERE for information on installing a test environment.

Get everyone out of CMS (TIP: delete the file CMSNET.dat to confirm all users are logged out)
Update your server - This process should take ~10 min. Upgrades from versions earlier than 8.x are not supported and, in such cases, an intermediate update to 8.0 will be necessary.
1. Verify you can log into CMS without error
Update workstations - Only necessary for Windows 8.x workstations

No post-update steps are required.

Manifest Changes - We've changed the way shipping methods are selected in the Manifest and added features to allow the setting of carrier pickup dates. Also, if you have multiple shipping stations using the Manifest, the default is now that each station will only show its own packages instead of a master list of all manifested packages.
CMS v10 supports 'Active' flags now which are on by default. Removing this flag will prevent inactive choices from being offered in Order Entry or other places where new transactions are created. Inactive choices are still viable though for orders that were created using those now inactive choices. The goal is not

@@ Line 18: / Line 18: @@
 ==Recommended==
-Settings to consider which will enable new 10.0 features:
+Changes or settings worth examining shortly after updating (if you've not already done so in a test environment):
+#Manifest Changes - We've changed the way shipping methods are selected in the Manifest and added features to allow the setting of carrier pickup dates. Also, if you have multiple shipping stations using the Manifest, the default is now that each station will only show its own packages instead of a master list of all manifested packages.
 #CMS v10 supports 'Active' flags now which are on by default. Removing this flag will prevent inactive choices from being offered in Order Entry or other places where new transactions are created. Inactive choices are still viable though for orders that were created using those now inactive choices. The goal is not
 *Shipping Methods