9.0 Upgrade Plan - Revision history

Jeff danner: /* Prep */

2013-12-27T15:38:00Z

Prep

← Older revision		Revision as of 15:38, 27 December 2013
Line 1:		Line 1:
	=Prep=		=Prep=
	*Review the [http://updates.newhavensoftware.com/~~v905release_notes~~.php 9.0 Release Notes]		*Review the [http://updates.newhavensoftware.com/v906release_notes.php 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 with 9.0 and its [http://wiki.newhavensoftware.com/index.php/CMS_Version_9.0_Database_Changes many database changes]. If there are any issues, please contact NewHaven Software Support to contract any necessary fixes.		*Do you have custom reports or forms? If so, please consider installing a test version of 9.0 to confirm they will work with 9.0 and its [http://wiki.newhavensoftware.com/index.php/CMS_Version_9.0_Database_Changes many database changes]. 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 continue to work. Please contact NewHaven Support if you'd like assistance with setting up or updating your test environment.		*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 continue to work. Please contact NewHaven Support if you'd like assistance with setting up or updating your test environment.

Rob parkes at 21:38, 14 August 2013

2013-08-14T21:38:03Z

← Older revision		Revision as of 21:38, 14 August 2013
Line 1:		Line 1:
	=Prep=		=Prep=
	*Review the [http://updates.newhavensoftware.com/~~v901release_notes~~.~~htm~~ 9.0 Release Notes]		*Review the [http://updates.newhavensoftware.com/v905release_notes.php 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 with 9.0 and its [http://wiki.newhavensoftware.com/index.php/CMS_Version_9.0_Database_Changes many database changes]. If there are any issues, please contact NewHaven Software Support to contract any necessary fixes.		*Do you have custom reports or forms? If so, please consider installing a test version of 9.0 to confirm they will work with 9.0 and its [http://wiki.newhavensoftware.com/index.php/CMS_Version_9.0_Database_Changes many database changes]. 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 continue to work. Please contact NewHaven Support if you'd like assistance with setting up or updating your test environment.		*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 continue to work. Please contact NewHaven Support if you'd like assistance with setting up or updating your test environment.

Russ horton: /* Recommended */

2013-01-04T17:31:57Z

Recommended

← Older revision		Revision as of 17:31, 4 January 2013
Line 22:		Line 22:
	*Arrival Dates and Cheapest - http://screencast.com/t/neoCUVPEeE		*Arrival Dates and Cheapest - http://screencast.com/t/neoCUVPEeE
	*Package Exceptions - If you have shipping methods that you use but do not want CMS to offer as a suggested shipping method (when the method you've selected is invalid for the destination/date), you may check the "Exclude from Cheapest" checkbox on any such shipping methods. CMS is looking for the cheapest alternative when the method you've selected is not appropriate for the ship-to address (or arrival date) so choosing this option will keep CMS from its cost comparisons - http://screencast.com/t/4EQwfO0RrVr		*Package Exceptions - If you have shipping methods that you use but do not want CMS to offer as a suggested shipping method (when the method you've selected is invalid for the destination/date), you may check the "Exclude from Cheapest" checkbox on any such shipping methods. CMS is looking for the cheapest alternative when the method you've selected is not appropriate for the ship-to address (or arrival date) so choosing this option will keep CMS from its cost comparisons - http://screencast.com/t/4EQwfO0RrVr
			**The Package Exceptions feature can be disabled in Order Entry Options>Shipping if desired but we strongly encourage you to get it configured to work properly for you as it can save you a lot of money and improper shipments. Let us know if there are adjustments to this feature that we should consider to make it work better for you.
	*S&H applied per recipient - http://screencast.com/t/yQy3y4vMdlF		*S&H applied per recipient - http://screencast.com/t/yQy3y4vMdlF
	*Remove prompt from label processing in Manifest - http://screencast.com/t/N7ZQHBPGL		*Remove prompt from label processing in Manifest - http://screencast.com/t/N7ZQHBPGL

Russ horton at 17:28, 4 January 2013

2013-01-04T17:28:57Z

← Older revision		Revision as of 17:28, 4 January 2013
Line 1:		Line 1:
	=Prep=		=Prep=
	*Review the [http://updates.newhavensoftware.com/~~v9release_notes~~.htm 9.0 Release Notes]		*Review the [http://updates.newhavensoftware.com/v901release_notes.htm 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 with 9.0 and its [http://wiki.newhavensoftware.com/index.php/CMS_Version_9.0_Database_Changes many database changes]. If there are any issues, please contact NewHaven Software Support to contract any necessary fixes.		*Do you have custom reports or forms? If so, please consider installing a test version of 9.0 to confirm they will work with 9.0 and its [http://wiki.newhavensoftware.com/index.php/CMS_Version_9.0_Database_Changes many database changes]. 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 continue to work. Please contact NewHaven Support if you'd like assistance with setting up or updating your test environment.		*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 continue to work. Please contact NewHaven Support if you'd like assistance with setting up or updating your test environment.

Russ horton: /* Recommended */

2012-10-24T16:56:46Z

Recommended

← Older revision		Revision as of 16:56, 24 October 2012
Line 21:		Line 21:
	Settings to consider which will enable new 9.0 features:		Settings to consider which will enable new 9.0 features:
	*Arrival Dates and Cheapest - http://screencast.com/t/neoCUVPEeE		*Arrival Dates and Cheapest - http://screencast.com/t/neoCUVPEeE
	*Package Exceptions - If you have shipping methods that you use but do not want CMS to offer as a suggested shipping method (when the method you've selected is invalid for the destination), you may check the "Exclude from Cheapest" checkbox on any such shipping methods. CMS is looking for the cheapest alternative when the method you've selected is not appropriate for the ship-to address (or arrival date) so choosing this option will keep CMS from its cost comparisons - http://screencast.com/t/4EQwfO0RrVr		*Package Exceptions - If you have shipping methods that you use but do not want CMS to offer as a suggested shipping method (when the method you've selected is invalid for the destination/date), you may check the "Exclude from Cheapest" checkbox on any such shipping methods. CMS is looking for the cheapest alternative when the method you've selected is not appropriate for the ship-to address (or arrival date) so choosing this option will keep CMS from its cost comparisons - http://screencast.com/t/4EQwfO0RrVr
	*S&H applied per recipient - http://screencast.com/t/yQy3y4vMdlF		*S&H applied per recipient - http://screencast.com/t/yQy3y4vMdlF
	*Remove prompt from label processing in Manifest - http://screencast.com/t/N7ZQHBPGL		*Remove prompt from label processing in Manifest - http://screencast.com/t/N7ZQHBPGL

Russ horton: /* Recommended */

2012-10-15T20:31:24Z

Recommended

← Older revision		Revision as of 20:31, 15 October 2012
Line 21:		Line 21:
	Settings to consider which will enable new 9.0 features:		Settings to consider which will enable new 9.0 features:
	*Arrival Dates and Cheapest - http://screencast.com/t/neoCUVPEeE		*Arrival Dates and Cheapest - http://screencast.com/t/neoCUVPEeE
	*Package Exceptions - If you have shipping methods that you use but do not want CMS to offer as a suggested shipping method (when the method you've selected is invalid for the destination, you may check the "Exclude from Cheapest" checkbox on any such shipping methods. CMS is looking for the cheapest alternative when the method you've selected is not appropriate for the ship-to address (or arrival date) so choosing this option will keep CMS from its cost comparisons - http://screencast.com/t/4EQwfO0RrVr		*Package Exceptions - If you have shipping methods that you use but do not want CMS to offer as a suggested shipping method (when the method you've selected is invalid for the destination), you may check the "Exclude from Cheapest" checkbox on any such shipping methods. CMS is looking for the cheapest alternative when the method you've selected is not appropriate for the ship-to address (or arrival date) so choosing this option will keep CMS from its cost comparisons - http://screencast.com/t/4EQwfO0RrVr
	*S&H applied per recipient - http://screencast.com/t/yQy3y4vMdlF		*S&H applied per recipient - http://screencast.com/t/yQy3y4vMdlF
	*Remove prompt from label processing in Manifest - http://screencast.com/t/N7ZQHBPGL		*Remove prompt from label processing in Manifest - http://screencast.com/t/N7ZQHBPGL

Russ horton: /* Recommended */

2012-10-15T20:17:03Z

Recommended

← Older revision		Revision as of 20:17, 15 October 2012
Line 21:		Line 21:
	Settings to consider which will enable new 9.0 features:		Settings to consider which will enable new 9.0 features:
	*Arrival Dates and Cheapest - http://screencast.com/t/neoCUVPEeE		*Arrival Dates and Cheapest - http://screencast.com/t/neoCUVPEeE
	*Package Exceptions - If you have shipping methods that you use but do not want CMS to offer as a suggested shipping method (when the method you've selected is invalid for the destination, you may check the "Exclude from Cheapest" checkbox on any such shipping methods. CMS is looking for the cheapest alternative when the method you've selected is not appropriate for the ship-to address (or arrival date) so choosing this option will keep CMS from its cost comparisons -		*Package Exceptions - If you have shipping methods that you use but do not want CMS to offer as a suggested shipping method (when the method you've selected is invalid for the destination, you may check the "Exclude from Cheapest" checkbox on any such shipping methods. CMS is looking for the cheapest alternative when the method you've selected is not appropriate for the ship-to address (or arrival date) so choosing this option will keep CMS from its cost comparisons - http://screencast.com/t/4EQwfO0RrVr
	*S&H applied per recipient - http://screencast.com/t/yQy3y4vMdlF		*S&H applied per recipient - http://screencast.com/t/yQy3y4vMdlF
	*Remove prompt from label processing in Manifest - http://screencast.com/t/N7ZQHBPGL		*Remove prompt from label processing in Manifest - http://screencast.com/t/N7ZQHBPGL

Russ horton: /* Recommended */

2012-10-15T20:15:08Z

Recommended

← Older revision		Revision as of 20:15, 15 October 2012
Line 21:		Line 21:
	Settings to consider which will enable new 9.0 features:		Settings to consider which will enable new 9.0 features:
	*Arrival Dates and Cheapest - http://screencast.com/t/neoCUVPEeE		*Arrival Dates and Cheapest - http://screencast.com/t/neoCUVPEeE
			*Package Exceptions - If you have shipping methods that you use but do not want CMS to offer as a suggested shipping method (when the method you've selected is invalid for the destination, you may check the "Exclude from Cheapest" checkbox on any such shipping methods. CMS is looking for the cheapest alternative when the method you've selected is not appropriate for the ship-to address (or arrival date) so choosing this option will keep CMS from its cost comparisons -
	*S&H applied per recipient - http://screencast.com/t/yQy3y4vMdlF		*S&H applied per recipient - http://screencast.com/t/yQy3y4vMdlF
	*Remove prompt from label processing in Manifest - http://screencast.com/t/N7ZQHBPGL		*Remove prompt from label processing in Manifest - http://screencast.com/t/N7ZQHBPGL

Russ horton: /* Install */

2012-10-10T16:44:33Z

Install

← Older revision		Revision as of 16:44, 10 October 2012
Line 11:		Line 11:
	##Verify you can log into CMS without error		##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 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		##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

	=After Install=		=After Install=

Russ horton: /* Install */

2012-10-10T16:44:11Z

Install

← Older revision		Revision as of 16:44, 10 October 2012
Line 9:		Line 9:
	#Get everyone out of CMS (TIP: delete the file CMSNET.dat to confirm all users are logged out)		#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 when upgrading from 8.0. It will take much longer for upgrades from 7.0. Upgrades from versions earlier than 7.x are not supported and, in such cases, an intermediate update to 8.0 will be necessary.		#Update your server - This process should take ~10 min when upgrading from 8.0. It will take much longer for upgrades from 7.0. Upgrades from versions earlier than 7.x are not supported and, in such cases, an intermediate update to 8.0 will be necessary.
	*Verify you can log into CMS without error		##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 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		*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