Upgrading a site for Sage 200 Professional

Follow these steps to upgrade a site for Sage 200 Professional.

1. Create a test upgrade site.
   1. In the Add the new site to SPC Test Customer screen, select the source site.
   2. In the Rate plans field, select Sage 200 Professional (SPC) Test Upgrade License.

      Note: The source site and test upgrade site are linked to use the same Zuora dates as those on the source site. The source site’s Term Start Date from Zuora is used as the value for the following dates in the new site’s subscription:

      • Contract Effective Date
      • Contract Acceptance Date
      • Term Start Date
2. Use the Import databases operation to copy databases from the source site into the test upgrade site.

   Note: Repeat this step as needed. If the database being imported already exists on the test upgrade site, it’s deleted and imported again.

3. Use the Upgrade operation to convert the test upgrade site into the new customer’s site and delete the original source site.
4. Test the new upgrade site.
   1. Update the new upgrade site’s rate plan to use the source site’s rate plan.
   2. Update the new upgrade site’s modules according to the source site’s modules.
   3. Update Zuora with the new rate plan and product parts.

      Note: The date used for Zuora amendments is the first day of the month.

   4. Update the back office with the new rate plan and product parts for the new upgrade site.

   Tip: The test upgrade site is now the new site for the customer.

5. Transfer processing to the new site.
   1. After testing has successfully passed on the new upgrade site and you’re ready to go live, select Operations and then upgrade within the site level settings.
   2. The source site is automatically suspended and shelved.

      Note: The date used for this cancellation in Zuora is the last day of the current month.

   3. Cancel the source site in the back office using the date: the last day of the current month.