Upgrading to StratusLIVE CRM Version 7. Michael Homsher and Pete LeMay

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1 Upgrading to StratusLIVE CRM Version 7 Michael Homsher and Pete LeMay

2 Topics Covered In This Session StratusLIVE Hosting & Premise Based Clients Desktop Readiness StratusLIVE Hosted Clients Migration Readiness StratusLIVE Premise Based Clients Server Specifications StratusLIVE Premise Based Clients Migration Readiness Steps in The Migration, Hosted vs. Premise Based Testing Tools What to test Training Services Timing and Impact to Your Organization StratusLIVE. All rights reserved.

3 All StratusLIVE Clients Responsibilities Desktop Readiness Office Version Office 2010 or later Office 2013 or later recommended Supported Browser s IE 11 Chrome Edge (read only) Recommended Hardware 3.3 GHz 64-bit dual core processor 8-GB RAM or more Bandwidth greater than 400 kbps 3

4 All StratusLIVE Clients Responsibilities Desktop Readiness What will your clients need? CRM 2016 Outlook Connector Reporting Services ActiveX Control New CRM URL Update shortcuts Bookmarks 4

5 Migration Readiness StratusLIVE Hosted Clients Upgrade(s) performed by StratusLIVE Dev environment is REQUIRED Temporary Dev Environments will be setup for hosted customers that do not have one. 5

6 StratusLIVE Premise Based Clients Server Software Requirements Supported Windows Server Editions Windows Server 2012 R2 Datacenter Windows Server 2012 R2 Standard Windows Server 2012 Datacenter Windows Server 2012 Standard Supported Active Directory modes Windows Server 2012 R2 Windows Server 2012 Windows Server 2008 R2 Windows Server

7 Server Software Requirements StratusLIVE Premise Based Clients Supported SQL Server Editions SQL Server 2014, Enterprise, 64-bit SQL Server 2014, Business Intelligence, 64-bit SQL Server 2014, Standard, 64-bit SQL Server 2012, Enterprise, 64-bit SQL Server 2012, Business Intelligence, 64-bit SQL Server 2012, Standard, 64-bit *Microsoft SQL Server 2008 versions are not supported. 7

8 Migration Readiness StratusLIVE Premise Based Clients SL Required Upgrade will require multiple environments 2011 (Existing) 2013* (temp) 2015 (temp) 2016 * The CRM 2013 upgrade requires at least two times your current database storage. 8

9 StratusLIVE Premise Based Clients Example Current Resources 2011 IFD Production and Dev Can be virtualized on to a single host 1 Host Server $10,000 1 Server 2012 R2 DataCenter (Charity) $1,600 8 Cores SQL 2012 Standard (Charity) $7,520 2 licenses CRM Server (Charity) $3,400 Total $22,520 9

10 StratusLIVE Premise Based Clients Example Additional Resources 2011 IFD Production and Dev Two additional host servers for new VMs 2 Host Servers $20,000 2 Server 2012 R2 DataCenter (Charity) $3, Cores SQL 2012 Standard (Charity) $15,040 4 licenses CRM Server (Charity) $6,800 Total $45,040 * The CRM 2013 upgrade requires at least two times your current database storage. 10

11 StratusLIVE Premise Based Clients ADFS Considerations for IFD Version 7 is built for ADFS 3.0 The ADFS URL can no longer be on the same domain as CRM CRM: ADFS: 11

12 Testing Custom Code Validation Tool Legacy Feature Tool Feature Check Tool Results will need to be reported to StratusLIVE The results will point to any significant gaps or issues but may not highlight all issues StratusLIVE will perform these tests for hosted clients and report on the results will be needed StratusLIVE will run these tools for cloud customers 12

13 Testing Readiness & Support Test environment will be setup StratusLIVE Hosted Clients Testing Test, Test, Test 8 Hours of StratusLIVE Technical Support included to assist in troubleshooting and guidance Training 4 hours of training included Report issues through the online support portal (Zendesk) Additional services are available 13

14 What to Test Suggested Areas to Analyze Local Solutions Custom Forms Workflows Javascript Custom Entities Imports Dashboards Reports 14

15 Training Navigation Forms Wall Posts/Activity Feed Themes Custom Guides Pictures Hierarchy Rollup and Calculated Fields 15

16 Timing and Impact to Your Organization Early Adopters scheduled for late April If you have not been contacted, you will be soon Be ready with a feasible schedule that you can tolerate Expect a weekend of being offline Anticipated to have all client on V7 by Q No new feature development on V6 StratusLIVE is a registered Trademark of StratusLIVE, LLC. This slide deck is the property of StratusLIVE, LLC StratusLIVE. All rights reserved. 16

17 Configuration Services Customization & Enhancement Services Business Process Services Additional Professional Services StratusLIVE CRM Services These services are focused on our StratusLive CRM product including configurations, customizations and enhancments, business process analysis and optimization StratusLIVE Data Services Data Conversion/ETL StratusLIVE Data Services provide the power of Data Conversion Database Admin/Optimization and Mappings, Database Optimization and the cleansing of Data Quality/Integrity your data StratusLIVE Business Intelligence Services Data Warehouse Data Mining/Cubes Analysis and Reporting Portal Design Services User Experience Services Content Management StratusLIVE Business Intelligence services can be used to get your data centrailized and analyzed with powerful integrated tools StratusLIVE Portal Services StratusLIVE Portal Services will help you design and implement compelling webistes for Work Place Giving, and Agencies 17

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