9.0 Upgrade Plan
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*Review the [http://updates.newhavensoftware.com/v9release_notes.htm 9.0 Release Notes] | *Review the [http://updates.newhavensoftware.com/v9release_notes.htm 9.0 Release Notes] | ||
| - | *Do you have custom reports | + | *Do you have custom reports or forms? If so, please consider installing a test version of 9.0 to confirm they will work. If there are any issues, please contact NewHaven Software Support to contract any necessary fixes. |
| - | *Do you have custom integrations? | + | *Do you have 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 9.0 to confirm they will work. |
*Fulfill all catalog requests | *Fulfill all catalog requests | ||
*Download the 9.0 update and get your v9 release code from [https://updates.newhavensoftware.com/ Support Downloads] | *Download the 9.0 update and get your v9 release code from [https://updates.newhavensoftware.com/ Support Downloads] | ||
Revision as of 20:20, 12 September 2012
Prep
- Review the 9.0 Release Notes
- Do you have custom reports or forms? If so, please consider installing a test version of 9.0 to confirm they will work. If there are any issues, please contact NewHaven Software Support to contract any necessary fixes.
- Do you have 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 9.0 to confirm they will work.
- Fulfill all catalog requests
- Download the 9.0 update and get your v9 release code from 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
