Business Portal 6.0 is now available and it is time to start thinking about your Business Portal upgrade! Click HERE to download the Business Portal 6.0 Upgrade Guide!! We wanted to use this blog article to help you get prepared for that upgrade!
Business Portal 6.0 is available for Microsoft SharePoint Server 2010 and Microsoft SharePoint Foundation 2010. We’ll be releasing Business Portal 6.1 for Microsoft Dynamics GP 2013 in the near future, which will add support for Microsoft SharePoint 2013, so keep an eye out for future articles on that release and its upgrade process.
The upgrade steps that you will take depends on what version of Business Portal you would like to upgrade from. We’ll go through each scenario below.
Regardless of what version of Business Portal you are going to be upgrading from you’ll want to perform certain pre-upgrade tasks:
1. Verify the account used to display reports in Reports Catalog
a. Reports Catalog is available only if you’re using Business Portal with SharePoint Foundation 2010.
2. Approve all open workflow items in the HRM Self Service Suite module
Upgrading from Business 4.0 for Dynamics GP 10.0 or Business Portal 5.0 for Dynamics GP 2010 on Microsoft Office SharePoint Server 2007 or Windows SharePoint Services 3.0
Business Portal 4.0 is only supported on 32-bit operating systems, so an upgrade to Business Portal 6.0 must involve a move to a 64-bit server as well as a SharePoint upgrade. The upgrade steps are contained in the following list:
1. First, you must upgrade Dynamics GP 10.0/Dynamics GP 2010 to Dynamics GP 2013.
2. Upgrade or install Web Services for Dynamics GP 2013
3. Backup your SharePoint Configuration and Content databases
4. You then need to upgrade to one of the following versions of SharePoint on a 64-bit server:
a. Microsoft SharePoint Foundation 2010,
b. Microsoft SharePoint Server 2010 Enterprise Edition
c. Microsoft SharePoint Server 2010 Standard Edition
For detailed information about upgrading to SharePoint Foundation 2010, refer to the following topics in the SharePoint Products Technical Library on Microsoft TechNet.
A guide to help you plan for and perform an upgrade from Windows SharePoint Services 3.0 to SharePoint Foundation 2010 | |
Checklist for database attach (SharePoint Foundation 2010) | A checklist for the steps necessary to prepare for attaching databases, to perform the upgrade, and to perform post-upgrade steps. |
An article that has information and procedures for attaching databases and upgrading to SharePoint Foundation 2010.arePoint Products Technical Library on Microsoft TechNet. |
For detailed information upgrading SharePoint Server 2010, refer to the following topics in the SharePoint Products Technical Library on Microsoft TechNet.
A guide to help you plan for and perform an upgrade from Microsoft Office SharePoint Server 2007 to SharePoint Server 2010. | |
Checklist for database attach upgrade (SharePoint Server 2010) | A checklist for the steps necessary to prepare for attaching databases, to perform the upgrade, and to perform post-upgrade steps. |
An article that has Information and procedures for attaching databases and upgrading to SharePoint Foundation 2010. |
5. Once SharePoint has been upgraded you should still have you same Business Portal web application that can be browsed in Internet Explorer. While that site won’t be fully functional without a Business Portal install, being able to navigate to it after the SharePoint upgrade it is still a good test.
6. Having verified the site is valid you can then proceed with the Business Portal 6.0 installation.
Upgrading from Business Portal 5.1 for Dynamics GP 2010 on Microsoft SharePoint Server 2010 or Microsoft SharePoint Foundation 2010
Since both Business Portal 5.1 and Business Portal 6.0 will be installed to the same versions of SharePoint and both require a 64-bit server the upgrade is a matter of the following steps:
1. Upgrade from Dynamics GP 2010 to Dynamics GP 2013
2. Upgrade to Web Services for Dynamics GP 2013
3. Backup your SharePoint Content and Configuration databases
4. Uninstall Business Portal 5.1. You will not want to select the option to remove Business Portal data
5. Once the removal process is complete run the Business Portal 6.0 installer, pointing to the same SharePoint web application. It will detect that Business Portal previously existed in this environment and proceed with an upgrade.
Click HERE to download the Business Portal 6.0 Upgrade Guide for more detailed information!
Happy upgrading!