The following section provides details you can use to ensure that the system is properly prepared for applying an update to the system.
Preparation Checklist
We strongly recommend that before you apply an update to your instance of Acumatica ERP, you perform the preparation operations that are summarized in the following checklist.
| Form | Operation |
|---|---|
| Not applicable | Back up all configuration files and databases used by the application instances. |
| Not applicable | If you have created any custom views with the
SCHEMABINDING clause in the Acumatica ERP database, remove them. (You can again create these views after
the update.) |
| Not applicable | If you have been replicating the Acumatica ERP database, turn off the replication. (Otherwise, the system cannot be updated.) |
| Not applicable | If you have developed a client application by using the screen-based SOAP API, follow the procedure described in To Update a Client Application that Uses Screen-Based Web Services to prevent a failure of your application that could otherwise happen because of UI changes in the system. |
| Not applicable | The system deletes all custom files from the Acumatica ERP site folders during an update. If you need to keep custom files
in the Bin folder, do one of the following:
|
| Automation Schedule Statuses (SM205030) | Make sure that no processes are scheduled during the update time. If you find any processes that are scheduled during this time, reschedule them so that they start after the update. |
| Tenants (SM203520) | On the form toolbar, click Optimize Database to check your Acumatica ERP database for orphaned snapshots and delete any that the system finds. |
| Apply Updates (SM203510) | Schedule the system lockout before the upgrade. |
| Apply Updates (SM203510) |
If you have published customization projects in your Acumatica ERP instance, we recommend validating the compatibility code of the currently published customization projects with the code of the selected product version. To start the validation, on the Updates tab of the form, select the product update in the table and click Validate Customization on the table toolbar. |