Prep

Review the 10.0 Release Notes
Do you have custom reports or forms? If so, 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.
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 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.

Install

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

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