Currently there are 5 separate documents referenced to do a software version update. There is the Important doc, the system requirements, the release notes, the user guide and a download document. These total 147 pages and that is just to go from Sage 300 CRE version 18.4 to version 20.2. Updating the SQL replicator, My Assistant and Office Connector (which we own) are in addition to these instructions so my suggestion is that all future updates be tailored to the version. I can see no more than 3 documents needed and they should be version specific for an update from the most recent version (like 18.4) to the new version like 20.2. Referencing the users giude for the install which has instructions on upgrading files is jusy lazy. The instructions should list any operating system and compatibility concerns then once those are addressed it should step through the server install, the workstation install and installing to a remote server. Upgrading files would be included with a list of what data files actually need to be upgraded. For us upgrading some of the master files goes really quickly but if we need to upgrade PR and JC transaction files and do that on all of our history files the task can take a couple of days so it helps to know what files need to be upgraded.

I mentioned 3 files, so the first one would be an introduction to the update. Not a list of all modules with "There were no major updates to Accounts Payable for this release". Rather a summary of what did change as far as enhancements and resolved issues. System requiremens probably don't change as often so that could remain a separate doc. And the last one would be the step by step instructions tailored to the version.

And do the same for each download like the Sql replicator, My Assistant, Office Connector, etc.

by: Bobby C. | over a year ago | 0 Setup / Environment