9.0 Upgrade Plan
From NewHaven Software Wiki
Revision as of 20:16, 12 September 2012 by Russ horton (Talk | contribs)
Prep
- Review the 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 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
