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Installation Notes

  • This product is installed using the Signature installation wizard. All users must log out of the system before you begin the installation. To open the installation wizard, download and launch the application file on the server. On the Select to Install or Upgrade window, select to upgrade Signature products. Run the Server and Client installation. Run the Client Only installation on all additional clients after upgrading the server. For complete installation instructions, refer to the Signature Products Installation, Upgrade, and New Features guide.
  • DO NOT remove WennSoft from the DYNAMICS.SET file at any time during the installation.
  • For a successful upgrade, do not attempt to process more than 10 company databases at the same time in Signature Utilities.
  • SQL Reporting Services (SSRS) are 64-bit compatible.
  • Signature SSRS reports do not support SharePoint Integrated – Report Server Mode.
  • If your company will be using an SSL with HTTPS, you will need to install the latest Signature Registration app. This is compatible with TLS 1.2 Protocols. For more information, see Enable Signature Registration Keys in the Signature Installation and Upgrade Guide.

IMPORTANT:

  • Before upgrading Signature: 
    • Refrigerant Tracking Leak Rate Analysis: 
      • Make note of the Refrigerant Tracking Leak Rate Analysis Method that you are using in the Signature Service Options Setup window. After upgrading, verify in this window that your setup option is still correct. The form procedure GetRefrigerantLeakRateMethod has been updated to reference Record 2 instead of Record 1. SMS-1366
      • Refrigerant Tracking leak rate calculation has been updated to use the refrigerant released value entered in the Accidentally Released field. Previously, the calculation used the Refrigerant Added value. See Refrigerant Tracking and Choosing Service Options. SMS-1971
  • After upgrading Signature:
    • MobileTech users: You will need to upgrade to MobileTech 9.0.
    • Schedule users: You will need to upgrade to Schedule 5.0.
    • MobileTech and Refrigerant Tracking users: After upgrading, for the Refrigeration Equipment Type 6 to be available in MobileTech, you will need to refresh lookups in MobileTech Admin (MobileTech Admin > Tools > Refresh Lookups)  and have technicians sync their devices.
    • Service Quick Connect SmartList users: After upgrading, you will need to delete and reimport the Service Quick Connect SmartList. We've updated the Quick Customer to use WSReserved_CB9 in the SV00100 table. SMS-1604
      During an upgrade:
      • If MobileTech is not present, all values from UDF3 will move to UDF9
      • If MobileTech is present and WsMobileTechOptions UseFieldInvoicing is False, all values from UDF3 will move to UDF9.
      • If MobileTech is not present and WSMobileTechOptions UseFieldInvoicing is True, no changes will be made.
  • TimeTrack users export data to a 3rd party payroll module:  We've updated the Exporting TimeTrack Data process so that the commit process is now run before exporting the file. Transactions that had errors and were not committed (and still in table WS10702) are removed from table WS50000. See Exporting TimeTrack Data to a Third-Party Payroll Module.
  • SmartConnect users: 

    • The Signature 2018 R5 release requires SmartConnect nodes to be re-installed, as parameter and node logic are often modified as part of a product update. If you have custom SmartConnect nodes created for you by WennSoft, you’ll need to work with your Customer Success Manager to schedule an update of custom nodes, as part of your upgrade process.

    • To provide more precise descriptions for errors returned when using a SmartConnect node, you will need to set up Read Access to the SmartConnect database for the user that was set up to run the integrations. In SQL Server Management Studio, the user needs to be mapped to SmartConnect and to have at least the db_datareader Database Role Membership. SMS-477
  • Deprecation Note: 
    • A new Job Close window has been added with Signature 2018 R4.  To this end, we will deprecate the original Job Close window. The Signature 1804b06 release was the final version for the legacy Job Close window.
    • Process Service Invoicing has been deprecated across two Signature releases: 2018 R3 and 2018 R4. We will make no changes to the base feature for this reason. Any critical defects identified in this feature will have to be handled as hotfixes, as needed. Our new Service Batch Invoicing process is replacing Process Service Invoicing.  The Signature 1804b06 release was the final version for the Process Service Invoicing window.
  • Add-on-the-fly functionality has been conditionally removed from the Transfer to Job process. Based on customer feedback, add-on-the-fly functionality in the Transfer to Job window is now disabled. While this feature is disabled, SMS users will no longer be able to add Jobs and/or Job Cost Codes via the Transfer to Jobs window. If you require this functionality, it can be re-enabled by adding the following line to the Dex.ini file found in the Data folder of your Microsoft Dynamics installation.   EnableTransferToJobCreateJob=TRUE
  • After upgrading or installing,  update the dex.ini to include REVALJEINDETAIL=TRUE  so that purchase price variance entries are created in detail. 23366
  • Beginning with Signature 2018, the email paging function has changed to use WennSoft's communication platform.
  • If you are using Job Cost and will be switching to the Revenue Performance Obligations revenue method, 
    you can't create fixed change orders on cost plus jobs.
  • For SM document attachments to be written to a physical file location, WRITE permission must be given to the folder(s) where the attachments will be copied to for all users, MobileTech and Service Management, who will be attaching files. In addition, the path to where the attachments are to be stored needs to end with a backslash. 21559, 21564, 22021
  • We strongly advise against the practice of saving invoices with committed costs to batches, as this may result in posting issues. When an invoice with committed costs is saved in a batch, the invoice distributions are NOT recalculated when the purchase order costs are received.
  • Signature Portal users only – If any modifications have been made to your portal websites, you must make a copy of your modifications BEFORE upgrading your Signature portal(s). Your modifications can be recreated after the upgrade is complete.

  • If you intend to use Job Appointments and you also use TimeZone views in Service Management, your users must use the Alternate Customer Maintenance window to set up GP Customers and Addresses/Locations.  Failure to use the Alternate Customer Maintenance window will result in job appointments not being properly displayed in Schedule. JC-96

  • For users who post service invoices with committed costs before posting the receiving transactions batch. When you are ready to post the purchase order batch, you will need to recalculate the transaction distributions to avoid any posting discrepancies. To recalculate the receivings transaction distributions:
    1. Go to Transactions > Purchasing > Purchasing Batches.
    2. Select the Batch ID and then select Transactions.
    3. In the Receivings Transaction Entry window, select Receipt No.
    4. Select Distributions.
    5. In the Purchasing Distributions Entry window, select Default.
    6. Select Yes to reset to clear the existing entries and restore the default distributions.
    7. Select OK and then select Save.

Sample Data

Sample data can be installed for Job Cost and Service Management as part of the Fabrikam lesson company. Sample data can only be installed on a new installation of Fabrikam. If you have an existing installation of TWO, Inc. and the Fabrikam lesson company with sample data, we recommend that you upgrade your existing data.

Miscellaneous

  • Immediately after installing Signature, exit, and restart Signature Utilities before attempting to import any data.
  • When installing or upgrading on Microsoft SQL Server, we recommend that you stop and restart the server when the installation or upgrade is complete.
  • Extended pricing is not supported for expense and travel transaction types through time entry in TimeTrack, TimeTrack Excel Client, and MobileTech.
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