Upgrade Information Manager Tips
-
Install and activate the latest version
-
In I/M Setup, check the customization directory is still valid for the new server
-
Rename the EBxxA to use the new xx values.
Document Management Link and Notes
In the latest product update (since PU13.00) for Information Manager version 2022 and above, DML users are configured in the Information Manager license screen instead of the System Tray.
After activating the latest update / upgrade, you can open the Information Manager License screen and add the Sage 300 users who need access to Document Management Link.
If users are not manually added to the I/M license screen, they will automatically be included in the license file as DML Users if they were flagged as such in the System Tray (from the previous DML release) the first time they log in to Sage 300.
You can log on as ADMIN to open the Information Manager License screen and review which users are DML Users.
Report Runner for Crystal Reports
-
If running datapipe reports, copy the required dll from the source Sage 300 folder to the new EBxxA folder. Refer to Run Datapipe Reports in Report Runner
Report Runner for Financial Reports
With GL Financial Report, you need to update the path to the reports if your GL Reports are pointing to the actual GLxxA>ENG Folder.
You can do it one at a time if you don't have too many or update them in SQL server. In I/M Financial Report Runner, you can select the report, Edit and click on Browse to find the report in the appropriate folder.
In cases where you have many reports, you can update the path directly in the database using SQL Management Studio. The query below will list all financial reports. The Report path and name is in the [VALUE] field.
SELECT * FROM EBFR WHERE SKEY ='CMDFRSELECT'
You can update the [VALUE] field using SQL Syntax to replace the path where appropriate.
Tip: Save the GL Financial Reports in a customization directory folder that is not version specific. This will make upgrades easier.
