Differences

This shows you the differences between two versions of the page.

--- dynamiczip:faq:upgrade_instructions [2015/05/19 16:51] – conni
+++ dynamiczip:faq:upgrade_instructions [2021/03/29 20:28] (current) – chuck
@@ Line 2: / Line 2: @@
 **NOTE:** Settings and options from a previous build are retained, unless they are not compatible with the new build.
-  - [[dynamiczip:faq:new_install_instructions|Install DynamicZip.]]
+  - Before installing DynamicZip, we recommend that you make a complete backup of your accounting system.
+  - [[dynamiczip:faq:new_install_instructions|Install the new version of DynamicZip.]]
+  - Launch Dynamics GP as administrator and include new code.
+  - [[dynamiczip:windows:dz_table_status_window|Convert DynamicZip tables to the new version.]]((Not required for Minor Updates.))
+  - Enter your new [[dynamiczip:windows:dz_registration_window|DynamicZip registration keys]].((Not required for Minor Updates.))
   - Check the [[dynamiczip:windows:DynamicZip Setup window]] to configure any settings that have changed or been added.
-  - Check the [[dynamiczip:windows:DZ State Setup window]] to configure any settings that have changed or been added.
+  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|Rate & Boundary Import Checklist]] to update the Tax Schedule IDs and Tax Detail IDs to the latest format, as well as update your customer address records to match.((Not required for Minor Updates.))
-  - Complete the [[dynamiczip:faq:rate_and_boundary_import_checklist|Rate & Boundary Import Checklist]] to update the Tax Schedule IDs and Tax Detail IDs to the latest format, as well as update your customer address records to match. **IMPORTANT:** This step is __required__ because the format of existing tax detail IDs and tax schedule IDs may become invalid after the upgrade. Additionally, the [[dynamiczip:features:import:rate_and_boundary_import|rate & boundary import]] may have been improved to better handle complex jurisdictions. Please see [[dynamiczip:faq:Tax Schedule Format Change|Tax Schedule Format Change]] for more information. **NOTE:** Upgrading to a new [[dynamiczip:faq:Service Pack Faq|service pack]] within the same build number should not require this step.
   - Review all of the [[dynamiczip:install:mods:modifications|Modifications]] from your previous build up to your current build installed. There may be additional steps specific to the builds you are upgrading from and to.
@@ Line 11: / Line 14: @@
 [[dynamiczip:Checklists]] \\
-[[dynamiczip:faq:Frequently Asked Questions]] \\
+[[dynamiczip:faq:Frequently Asked Questions|FAQ]] \\
-[[dynamiczip:faq:new_install_instructions|Installation & Setup]]
+[[dynamiczip:faq:new_install_instructions|Installation & Setup]] \\
+[[dynamiczip:faq:service_pack_faq|Minor Updates]]