If you have Great Plains Dynamics/eEnterprise (version 6.0 or earlier) and support it for your company then you need to know some technical details about Great Plains version upgrade and what is going on behind the scenes, which options do you have in case of Dexterity, VBA, SQL customization, additional complexity comes with migration from ctree/Pervasive to MS SQL/MSDE. Currently you are probably thinking to upgrade to Microsoft Great Plains 8.0 or 7.5.
What is upgrade in the language of technology? Upgrade has server and client sides.
What is customization upgrade? You should consider different types of customizations: Dexterity, VBA/Modifier, SQL, ReportWriter, Crystal Reports
What is upgrade for third-party modules? Your Great Plains may have so-called third party modules: Mekorma, Kampdata, Horyzon, Wennsoft, Avalara, Truepay, Trinity, Intellisol to name a few
Third party modules may have their own utility for upgrade. You just need to know that your third-party is ready for the new Great Plains version - if not - you just wait and stay on the old version.
What is migration from Ctree/Pervasive.SQL 2000 to MS SQL/MSDE? MBS has migration tool. You need first to install Great Plains on SQL Server with exactly the same account/segments structure and then install migration tool (it is Dexterity chunk) on your ctree/Pervasive workstation - then, when you integrate the chunk - you will map it to target SQL-based Great Plains Company, select all system and company tables, click the button and it will move all your tables one-by-one. In the case when your Great Plains ctree/Pervasive has third parties - you need to check if the vendor has migration tool - otherwise you have to do manual move, use SQL Linked server to your legacy data
Do I need consultant? It is probably good idea to have consultant to do the upgrade. We strongly recommend you to use consultant in the following cases
Good luck in upgrading and if you have issues or concerns ? we are here to help! If you want us to do the job - give us a call.
About The Author
Andrew Karasev is Chief Technology Officer in Alba Spectrum Technologies ? USA nationwide Great Plains, Microsoft CRM customization company, based in Chicago, California, Texas, Florida, New York, Georgia and having locations in multiple states and internationally (www.albaspectrum.com), he is CMA, Great Plains Certified Master, Dexterity, SQL, C#.Net, Crystal Reports and Microsoft CRM SDK developer. You can contact Andrew: andrewk@albaspectrum.com
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