Upgrade from 1.12.5 to 1.13.0

This section provides a high-level overview of the steps for doing an over-the-top upgrade from 1.12.5 to 1.13.0.  The instructions vary slightly depending on whether the machine is the Root Authority (Prism HQ) or a child POA/store server; therefore, two versions are provided. Refer to the correct steps for the machine being upgraded.

Key Changes between 1.12.5 and 1.13.0 that impact Upgrade Process

• In Prism 1.13.0, we recommend that only the Root Authority machine (aka Prism HQ) has a connection to Retail Pro 9. As part of the upgrade process, remove existing connections to V9 servers at systems other than the Root Authority machine; keep the V9 connection at the Root Authority machine.
• Security permissions are now configured in Store Operations > Employees > Group Management. In previous versions of Prism, security permissions were configured in the Admin Console area. After upgrading to 1.13.0, review new permissions and modify existing group permission assignments if needed.
• In the Upgrade steps, we recommend you delete old All Resources profiles and unneeded connections. You can continue to use All Resources profiles if you want; however, be aware that your old All Resources profiles, by default, won't include the many new resources added in 1.13.0. In addition, replicating data using All Resources profiles tends to send so much data that it takes a long time to replicate it all. Therefore, our best practice recommendation is to delete All Resources profiles and only recreate new All Resources profiles if truly needed.

Root Authority Machine
1.12
1.    Unlink all profiles from all connections.
1.13
1.    Upgrade to Prism 1.13.0.
2.    Clear the browser's history cache (if you don't clear the cache, the Admin Console button may be disabled when you launch Prism).
3.    Launch Prism. Review Group Permissions for new permissions.
4.    Navigate to the Admin Console > Connection Manager > V9 Dashboard.

• Profiles - Delete all "All Resources/All Subs" profiles.
• Profiles - Create a V9-to-Prism profile to be used to D-2-D (select appropriate resources & Subs).
• Profiles - Create a Prism-to-V9 profile to be used for Day-to-Day replication (select appropriate resources & Subs).
• Connections - Select Show Unlinked. Link the V9-to-Prism profile to the V9-Prism connection.

5.    Navigate to Prism Dashboard

• Profiles - Delete all All Resources/All Subs profiles.
• Profiles - Create a Prism-to-Prism profile to be used for Day-to-Day replication. Select the appropriate resources and subsidiaries, include Core Resources.
• Connections - Select each connection, select Show Un-linked. Link the Prism Day-to-Day profile for each direction and each connection, as appropriate.

Non-Root POA or Store Server Machine
1.12
1.    Unlink all profiles from all connections.
2.    Disconnect (Delete) any connections to V9 servers.
1.13
1.    Install Prism 1.13.0
2.    Clear the browser's history cache.
3.    Launch Prism. Review Group Permissions for new permissions.
4.    Navigate to Prism Dashboard.
Profiles - Delete all All Resources/All Subs profiles.
Profiles - Create a Prism-to-Prism profile to be used for Day-to-Day replication (select appropriate resources & subsidiaries).
Connections - Select each connection. Select Show Un-linked. Link the Prism-to-Prism Day-to-Day profile for each direction and each connection, as appropriate.