This document is a checklist template to ensure all steps of the SedonaOffice v5 to v6 update are completed in order.
Please also see the attached document 'SedonaOffice v5 to v6 Upgrade Scripts.txt' to be used in conjunction with this checklist.
Scope
- What is the client's expected timeline?
- Does the client have Developer DEX credentials?
- Do they use any integrations?
- Have they done any data work in the past?
- How many Merchant IDs do they have?
- How many databases?
- How many servers?
- Who is our point of contact on the upgrade?
- What is your way to connect to the server?
- Have you tested your connection to their server?
Investigation
- Did you use the 'SELECT MAX(Date_Time_Stamp) FROM GL_Register' to verify the database?
- Did you run the SELECT * FROM SS_Version to check which version the database is on?
- Did you run SELECT * FROM AR_Bank WHERE Customer_Bank = 'Y' AND LEN(Routing_Number) <> 9 to see if there are any non-standard routing numbers?
- Did you run SELECT * FROM AR_ACH_Direct to check for duplicate merchant IDs?
- If there's more than one MID, should there be?
- Did you check for Nulls in the AR_Customer_CC table?
- Did you check for Nulls in the AR_Customer_Bank table?
- Did you run SELECT * FROM AR_ACH WHERE Trans_Status IS NULL?
- Did you run SELECT * FROM AR_ACH WHERE Second_Response_Type = 'Z' AND ZDeposit_Check_Id = 1 AND Posted = 'Y'?
- Did you run SELECT * FROM AR_Bank WHERE Customer_Bank = 'Y' AND Routing_Number <> Code?
PreData
- Did you run the BACKUP TABLE selects?
- Did you run the Customer Bank/AR_ACH select?
- Did you output the results of the Customer Bank/AR_ACH select to csv?
- Did you run the Align Customer Banks scripts?
- Did you commit the transaction?
- Did you run the Align Bank Routing Number scripts?
- Did you commit the transaction?
- Did you run the Align Merchant ID scripts?
- Did you commit the transaction?
PostData
!Important! DO NOT enable advanced providers in Sedona Office until the step in the checklist that calls for it.
- Did you use 'SELECT MAX(Date_Time_Stamp) FROM GL_Register' to verify you are on the correct DB?
- Did you run the Backup Tables select into script?
- Did you navigate to the PCI Compliance.exe in the file structure?
- Did you run it as admin?
- Did you tokenize the Credit Cards?
- Did you get any records that wouldn't tokenize?
- Did you save those records into a csv?
- Did the process mark the credit cards as PCI compliant?
- Did you enable advanced providers?
- Did you input the DEX credentials on the Merchant ID?
- Did you get any records that wouldn't tokenize?
- Did you save those records into a csv?
- Did the process mark the banks as PCI compliant?
- Did you update any records with hold dates older than the date of upgrade?
- Did you ensure that you can add a new payment method?
- Did you deal with any potential Z-Transactions?
