Upgrading to Microsoft Dynamics SL 2015

Mark Asmus | Plumbline Solutions

Agenda

• • • • • • Supportability Prep Suggestions DB Upgrade Tips Client Upgrade Tips Customizations (VBA and BSL) VBTools/SDK Apps

Supportability

• • • • • Review Current System Requirements – https://mbs.microsoft.com/customersource/northamerica/SL/learning/documentation/system requirements/SL2015_SystemRequirements Windows 7+, Server 2008+ SQL Server 2010+ Management Reporter CU9 or CU10 Crystal Reports 2013 – 2008 Designer still supplied

Server Install

• Server install simpler

Workstation Install

• Workstation install in root folder (not wrkstn folder)

Current Client Installs

• Determine Server and Client Installs – – – Terminal Server?

Citrix?

Multiple sets of program files?

– – Mapped Drives?

Process Manager, Application Server, Task Server, Requisition Information Agent, Communicator to Mail, EDI File Manager

Test Plan

• • What to test?

(Aside from Everything!?) – – – – – Anything Custom Transaction Imports Templates Project Series EDI/ASM

Screen Customizations

• Determine Customizations • • Use Export Customizations screen Or use SQL. Run the following against the SL System DB: (VBA) select distinct entityid, screenid, sequence from customvba (BSL) select distinct entityid, screenid, sequence from custom2

SQL Customizations

• • • • Find Custom SQL Triggers select u.name, t.name from sysobjects t inner join sysobjects u on t.parent_obj=u.id where t.type='tr' Determine if necessary Verify “set nocount on”

Custom Apps & Reports

• • Determine ISVs – – Many ISVs have already updated for 2015 Others still in process Determine custom reports – Anything in usr_rpts folder C:\Program Files (x86)\Microsoft Dynamics\SL\Applications\Usr_Rpts

Screen & Report Templates

• Templates – – Many will upgrade and work OK Some will not depending on report/screen changes

Check Schema Changes

• Help -> Help Topics -> 2011 FP1 to 2015 Schema Changes

• Title One – Sub

Database Upgrade

• Direct upgrade from any version 6.5 and above

Database Upgrade

• • DBBuild.log

– C:\Users\Administrator\Documents\Microsoft Dynamics SL\DB Maintenance Logs Common Errors: Symptom: Error Code: -2146232060 Error Text: Valid values of the database compatibility level are 100, 110, or 120.

ALTER DATABASE statement failed.

Cause: Hosting DBs on SQL 2005 Resolution: SQL 2012/2014 Supported

Database Upgrade

Symptom

: Error Code: 15401 Error Text: Windows NT user or group ‘DOMAIN\Username' not found. Check the name again.

Statement: if not exists (select * from sys.server_principals where name='DOMAIN\Username ') create login [DOMAIN\Username] from windows Cause: Invalid domain users in UserRec table Resolution: Clean stray/invalid users in User Maintenance select userid, windowsuseracct From userrec where rectype='U‘

Database Upgrade

Symptom

: Error Text: Timeout expired. The timeout period elapsed prior to completion of the operation or the server is not responding.

Could not create constraint or index. See previous errors.

Statement: SET QUOTED_IDENTIFIER OFF GO SET ANSI_NULL_DFLT_OFF ON GO exec ut_build_indexes '%' Cause: Upgrade script timing out Resolution: KB 2558944 Set “Remote Query Timeout” to zero in SQL

Database Upgrade

--

Symptom

: Error Text: Incorrect syntax near '*='.

/* End View changes for update scenarios prior to 4.3 */ --************************************************************************ -- v-bbinkl Update all views in database so if field type has changed in schema, view will be updated with correct field type --************************************************************************ declare @viewName varchar(100) declare viewCsr cursor for select name from sysobjects where type = 'v' open viewCsr fetch viewCsr into @viewName while @@fetch_status = 0 begin execute sp_refreshview @viewName fetch viewCsr into @viewName End Close viewCsr Deallocate viewCsr Cause: Typically problem with custom view Resolution: Run script manually in SQL to get more information

Database Upgrade

• DB Update – – – PVRec and Messages • Same format as before No more RPTCONTROL.csv

See “Changes Needed for User Account Control ” in InstallationGuide.pdf

• Avoid “System Message 13”

Transaction Import

• • • TI intelligent control macros are BSL Can try to use them as is Conversion tool available • 'System Message 8000: Start Processing 22:39:50 • 'System Message 8042: Transaction Import Processing Combine Edit and Update mode • 'System Message 8040: Database Name SLDemoApp60 •

System Message 8071: Macro file is a BSL macro. Attempting to process as VBA.

• Title One – Sub

BSL Macro Converter

• • • Convert BSL Transaction Import macros Entire folder of files at once Found in Administration -> System Manager

BSL Screen Customizations

• • • Can still use BSL customizations Can still create them, just remove the “VB” in SolInst.cfg

SL 2015 will be last version supporting BSL

BSL Screen Customizations

• Install BSLComponents from “AdditionalComponentInstallers” folder • Error importing BSL customization without components installed: Processing: Currently Importing:, 'C:\USERS\ADMINISTRATOR\DESKTOP\CUSTOM_0133000.CST' System Message 20227: Attempted to load a BSL customization but BSL components are not installed.

• Title One – Sub

BSL Customizations Converter

1. Open a screen with BSL customizations 2. Go into customize mode 3. Press F7 4. Done!

DEMO

• BSL Conversion

VBTools/SDK Conversion

• • • Install “Microsoft Dynamics SL 2015 Legacy Controls” Visual Studio 2010, 2012, 2013 Upgrade existing .NET SL SDK Apps – Code Converter found in: C:\Program Files (x86)\Microsoft Dynamics\SL\Applications\VT\Code Converter

DEMO

• VBTools/SL SDK Conversion

No Longer Available

• • • Business Portal – Web Apps instead FRx – Management Reporter Instead Project Connector – Resource Management Web App Coming Soon

Links

• • • Download SL 2015 & Web Apps – https://mbs.microsoft.com/partnersource/northamerica/deployment/downloads/product-releases/Microsoft-Dynamics-SL-2015 2015 Training Materials – https://mbs.microsoft.com/customersource/northamerica/SL/learning/student-training-materials How To Videos – https://mbs.microsoft.com/customersource/northamerica/SL/learning/documentation/how-to-articles/msdslavailablehowtovideos

Just one more thing…

• • Project Currency Conversion Toolkit “Available upon request” Allows conversion of existing BAS project into a foreign currency

Q&A

THANK YOU

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