Upgrade guides

You can download the following documents, which contain upgrade information for the various components of Microsoft Dynamics GP 2010. The documents are in PDF format. To view the PDF file, you will need a PDF reader, such as the free Adobe Reader.

You can also find this list of documents on the Microsoft Download Center.

Document

Description

Microsoft Dynamics GP 2010 Upgrade Instructions

Contains the upgrade checklist and other information about how to upgrade to Microsoft Dynamics GP 2010. This document also describes the data conversion process and contains additional upgrade procedures for specific modules and integrating products.

NoteNote
If you are not able to download the attached scripts in the Upgrade Instructions, you can download the GP2010UpgradeSQLScripts.zip file that includes these scripts.

Analysis Cubes (Microsoft SQL Server 2005 and 2008)

Explains how to install, set up, and use Analysis Cubes, which you can view and customize to analyze Microsoft Dynamics GP data. This document also describes the dimensions, attributes, and measures of the cubes, and explains how to create Microsoft Excel worksheets with PivotTable reports by using the cubes.

Audit Trails

Explains how to install, upgrade, set up, and use Audit Trails to track change history on any data changes that occur in Microsoft Dynamics GP. Audit Trails helps support compliance with regulations for how you secure, manage, and control business data, such as Sarbanes-Oxley and FDA 21 CFR Part 11.

Business Portal Upgrade Guide (Release 5.0) 
–or–
 Business Portal Upgrade Guide (Release 5.1)

Explains how to upgrade to Business Portal for Microsoft Dynamics GP 2010.

Use the document that is appropriate for your implementation:

  • Release 5.0 – Business Portal is on a web server that is running either Microsoft Windows SharePoint Services or Microsoft Office SharePoint Server.

  • Release 5.1 – Business Portal is on a web server that is running either Windows SharePoint Foundation or Microsoft SharePoint Server 2010.

GST and Australian Taxes

Explains how to install the Australian tax features, and set up and use Goods and Services Tax (GST), Pay As You Go, Business Activity Statement reports, and Pay As You Go reports. This document also describes how to enter and view tax information.

Personal Data Keeper

Explains how to install, upgrade, and set up Personal Data Keeper, which you can use to enter and submit Project Accounting timesheets and expense reports, regardless of whether you are connected to the corporate network. This document also describes how to enter transactions and complete inquiry and reporting procedures.

Web Services Installation and Administration Guide

Explains how to install, administer, and run the web services so that they can be used by applications that integrate with Microsoft Dynamics GP. This document also explains how to manage security for the web services.

Workflow Installation and Upgrade Guide

Explains how to install Workflow components on a web server that is running Windows SharePoint Services or Microsoft Office SharePoint Server 2007. This document also describes how to upgrade Workflow for Microsoft Dynamics GP 10.0 on Office SharePoint Server 2007 to Workflow for Microsoft Dynamics GP 2010 on Office SharePoint Server 2007.