9.0 Upgrade Plan

Prep

• 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