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Back up all Microsoft Dynamics GP and Signature server application applications and data files.

Step 3: Back up the client directory on a workstation

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• Post Service Management transactions. Refer to the "Service Invoicing Procedures" chapter in the Service Management User Manual for posting procedures.
• Post batches containing Job Cost transactions. Refer to the "Transactions" chapter of the Job Cost User Manual for posting procedures.
• If you are upgrading from a version prior to Signature 2013 R3, for data integrity, all service invoice batches need to be posted.

Call Key2Act WennSoft Support if you need help posting transactions.

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1. In a Web browser, open the Report Manager for SQL Server Reporting Services. The location of the Report Manager is most likely http://MyMachine/MyReportServerName where MyMachine is your machine name and MyReportServerName is the name of the report server given when you installed SQL Reporting Services. To determine the name of the report server, select Start > All Programs > Microsoft SQL 2012 > Configuration Tools > Reporting Services Configuration. Connect to your server and select Report Manager URL. The Name field on this page contains the name of the report server.
2. In Report Manager, click select on a company name to open the location of the reports for that company.

3. Delete any Signature SRS reports that have been deployed to this company. After upgrading, when you deploy SRS reports using the new deployment wizard, these reports will be replaced. 

   Note

   Do not delete any reports that were not provided by Signature, as these reports will not be replaced by the Signature deployment wizard. You can delete multiple reports at once by using the Show Details button to expose a checkbox next to each report name. Locate and mark the checkbox next to the Signature reports, then select Delete. By default, Signature reports are organized into folders by product. If you have kept this default organization, you can delete the entire folder for each Signature product. If, however, Signature reports have been rearranged into other folders that also contain non-Signature reports, do not delete the folder; rather, open the folder and individually delete only Signature reports.

4. Repeat steps 2-3 for any additional companies that use SSRS reports. Signature reports may have been deployed across multiple companies.

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