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John Cardinal
2020-11-25 20:20:09 +00:00
parent d0c3b35ffd
commit 000257bf8b
2 changed files with 13 additions and 5 deletions
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8
docs/8.0/ayanova/docs/ay-start-changes-from-v7.md
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@@ -23,6 +23,14 @@ In order to support this some major areas of AyaNova have been changed:
### Clients renamed
Clients have been renamed to Customers
### Client User's and Contacts
Customers in AyaNova 8 now have unlimited Contacts as a seperate collection of User type objects so you optionally allow them to login to use the Customer interface and subscribe to Customer specific notifications etc.
Importing from AyaNova 7 will result in a Customer Contact type User being created for each v7 Customer or HeadOffice type User account and in addition a Contact will be created in v8 if the v7 Client has a name set in the "Contact" text field with the Client phone and email numbers being re-used for the contact created this way. The Contact notes text field in v7 that is intended for listing extra contacts will be imported to the v8 general Customer Notes field as there is no way to safely import that freehand text field as additional Contact type users in v8.
As with all User / Contact accounts created in v8 no login is possible by those users until the administrator allows it and assigns a password so there is no security risk of Contact users logging in that previously could not.
### Localized text renamed
Localized text has been renamed to Translation

10
docs/8.0/ayanova/docs/ops-import-v7.md
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@@ -4,13 +4,13 @@ This is the technical guide to the export to v8 process.
There is also a business administration focused [guide](ay-biz-admin-import-v7.md) to import outlining business object changes and steps that need to be taken after the export process has completed.
Exporting is done with a AyaNova 7 plugin "Export to V8" which is installed automatically with current releases of AyaNova 7.6 or newer.
Exporting is done with a AyaNova 7 plugin "Export to V8" which is installed automatically with current releases of AyaNova 7.xx or newer.
The export process happens via network and you can export to any server on the same computer or visible inside or outside your network via HTTP.
### IMPORTING FROM AyaNova 7.5 OR OLDER
The Export to V8 plugin can export data from AyaNova 7.6 or newer. For versions of AyaNova older than 7.6 you must first upgrade them to 7.6 before continuing.
The Export to V8 plugin can export data from AyaNova 7.xx or newer. For versions of AyaNova older than 7.xx you must first upgrade them to 7.xx before continuing.
### PLAN FOR ONE OR MORE TEST EXPORTS
@@ -62,11 +62,11 @@ We recommend keeping your AyaNova 7 installation for some time on at least one c
We recommend you keep one or more backup copis of your AyaNova 7 database in a safe location **OFF SITE** for at least a year after transitioning to AyaNova 8 in case any issues arise. If possible a "permanent" copy burned to DVD may be prudent.
## EXPORTING FROM AYANOVA 7.6
## EXPORTING FROM AYANOVA 7.xx
* Avoid future problems: If you haven't already, go back and read the section titled "WARNINGS" above carefully.
* Multi-user only: If exporting from a networked multi-user AyaNova 7.6 installation, now is the time to ensure all users are out and networked Generator service is stopped. **Do not proceed until this is verfied**.
* Login to AyaNova 7.6 as *the* Administrator / manager account
* Multi-user only: If exporting from a networked multi-user AyaNova 7.xx installation, now is the time to ensure all users are out and networked Generator service is stopped. **Do not proceed until this is verfied**.
* Login to AyaNova 7.xx as *the* Administrator / manager account
* Select the "Export to V8" plugin in AyaNova 7 from the main window plugin menu and the login and server URL dialog will open (note: this plugin is installed by default in the latest releases of AyaNova. If you don't see it, you may need to upgrade to the latest release first.)
* Enter the URL of your AyaNova 8 server. There is a "Test URL" button to optionally confirm if you have entered the correct address or not.
* Enter your AyaNova 8 SuperUser account login credentials. No other account is permitted to perform this operation. The default SuperUser account login name is "superuser" and password is "l3tm3in" if it has not been changed. (you *really* should change it as soon as possible)