Pre-Upgrade Tasks
Perform the following steps before upgrading the QAD CRM database from version 6.3 B1 / 6.4 B2 to 6.4 B6.
1 Make sure the following prerequisite components are installed:
• Progress 10.1C03 / 10.2A02 / 10.2B01 Client Networking, Query Result and OE Studio
• QAD CRM 6.4 B6
• The appropriate version of QAD Enterprise Applications (if you want to integrate QAD CRM with QAD Enterprise Applications)
2 Perform QAD CRM 6.3 B1 / 6.4 B2 data synchronization. That is, make sure all the remote nodes are synchronized with the host database because remote nodes need to be re-created after upgrade and if you do not synchronize then their data will not be available on host and this way they can lose the data.
3 Make sure that there are no r-code files available under various sub-folders of QADCRM64InstallDir\compile folder. In case any r-code files are available then delete them.
4 Back up the QAD CRM 6.3 B1 / 6.4 B2 databases (bisgen, bisgmenu and dataexch) you want to upgrade.
5 Make sure no user is using the version 6.3 B1 / 6.4 B2 database during upgrade.
6 Please skip this step if you are upgrading from 6.4 B2.
Make sure opportunity, prc_hdr, and product tables from the bisgen database are not frozen. This can be done using the following steps:
• Go to QAD CRM Procedure Editor and select Tools|Data Administration.
• Select Database > Select Working Database.
• Select bisgen database from the below Select Working Database screen and press OK.
• Select Utilities > Freeze/Unfreeze.
• Select the opportunity table and press OK.
• Make sure the Frozen check box is unchecked and press OK.
• Repeat the same thing for the prc_hdr and product tables.
