9.0 Upgrade Plan

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Revision as of 20:08, 12 September 2012 by Russ horton (talk | contribs) (Created page with '=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 [https://upda…')
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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)
  • Update workstations (required if updating from v7, optional for v8 but recommended to update Help file)
  • Test

Settings to consider