Upgrading a Product

If you're upgrading a product or customization, here are some important steps to take. Before upgrading a product to ensure that the process goes as smoothly as possible.

1. Start GP, 365 (AX or NAV), go to Customization Maintenance window, and check for any Modified Forms and Modified Reports. If any appear, select them all and export them to a Package file. Exit. (After performing the upgrade, use Customization Maintenance window again to import the Modified Forms and Modified Reports from the same Package File.)
2. If a Citrix or Terminal Server is being used for GP, 365 (AX or NAV), shut down and restart those servers.
3. Make a full backup of the Microsoft Dynamics folder, including subfolders. Plus all other files and folders referenced in the files Dynamics.set and Dex.ini. If a package file was created for any Modified Forms and Modified Reports, back that up too.
4. Make a full backup of the DYNAMICS database and all Company databases in SQL server.
5. For the product, delete the three dictionary files (.DIC) from the Installation Machine, whichever ones are present. Even if the product dictionary file is present, the Modified Forms dictionary file and the Modified Reports dictionary file may not be. (The names and locations of these files can be found in the Dynamics.set file, which is located in the Microsoft Dynamics GP, 365 (AX or NAV) folder).
6. Open the Dynamics.set file (located in the Microsoft Dynamics GP, 365 (AX or NAV) folder) in Notepad. Reduce the product count on the first line by one. Find the line containing the name of the product. Remove this line and the line above it, which is the four-digit product number. Find and remove the three lines pertaining to the dictionary files for the product. Save Dynamics.set and exit Notepad.

If you have any questions about upgrading a BSSI product, please reach out to us at support@binarystream.com.

December 8, 2017 by Binary Stream

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Tags: account, accounting, Microsoft Dynamics, Microsoft Dynamics 365, Microsoft Dynamics AX, Microsoft Dynamics GP, Microsoft Dynamics NAV, software
Posted in About Microsoft Dynamics 365 for Finance and Operations, About Microsoft Dynamics AX, About Microsoft Dynamics GP, About Microsoft Dynamics NAV, Dynamics ERP for Financial Services, ERP Software Implementation Tips, ERP Software Information | Comments Off on Upgrading a Product? Follow these Steps Prior to doing so!

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