Follow this article below to install and prepare for mSCOA 6.3.
1) Download the MPBM from the following link:
www.asamco.com/Software/MPBM/MPBM.2.1.2.1.zip
2) Open the zip and extract the files to a separate folder
3) Run the file called with Power shell:
4) Follow in the installation script steps.
5) Open the MPBM in a new chrome window (incognito window preferable)
6) open the link ..../MPBMApi/Home/Reset
7) Go back to the log in page, and log in.
8) Check the version of the MPBM on the top side of the screen:
- Front-end: 2.1.2.2
- Back-end: 2.1.2.1
- Db: 39
If the version is different, it means that the installation did not went smooth. In this case, please repeat the installation. (Contact Asamco if it still fails after 2 attemps)
9) Run the validation script to check for any database errors:
Exec _as_MPBM_ValidateDatabase6_2
If there are any issues, please contact asamco.
10) Run the master script, which will upgrade all the report related tables and procedures.:
http://asamco.com/Software/Camelsa/Master%20SQL.sql
Account mapping to 6.3
If there are no errors from step 9, you can continue here:
1) Go to the accountmapping :Budgeting → AccountMapping
2) Wait till the page is done loading:
3) Once the loading is done:
4) This year we have an auto map function that maps between the 90-95% of the account automatically to 6.3. To use it click on the cogs on the top right:
5) Wait till this one is done loading. Note that the number accounts that need to be mapped, will go down to the remaining accounts. (the 5-10%)
6) Map the remaining account just like previous year:
Note that the speed of the mapping is a lot quicker this year, meaning the mapping will only take like 30 min.
5) Run the validation script to check for any database errors, and contact Asamco again if there are any issues.
Budget Year end procedure
Next we need to clear the budget types for the new upcoming budgets. This procedure will move the budget for the outer years as followed:
Outer year 1:
Dr → DR1
OB→ OB1
AB → AB1
FB → FB1
Outer year 2:
Dr → DR2
OB→ OB2
AB → AB2
FB → FB2
The Adjusted budgets of Outer year 1 and year 2 will be copied to Draft for the new year
BEFORE SWITCHING BUDGET YEARS : ALWAYS MAKE A BACKUP! (KEEP THIS DATABASE SAFE FOR LATER REFERENCES!)
1) Go to System Administration → General Settings →Current budget Year
2) Ensure that the right year is selected (18/19), note that this should already be the case.
Note that the yearid is number 5 for most databases.
3) Then click on the Blue save icon. Note that a popup window will ask for confirmation.
4) Run the validation script to check for any database errors, and contact Asamco again if there are any issues.
SCOA version switch
Once you are done with mapping all the accounts and there are no database errors, you can continue here.
BEFORE SWITCHING SCOA VERSION: ALWAYS MAKE A BACKUP! (KEEP THIS DATABASE SAFE FOR LATER REFERENCES!)
1) Go to System Administration → General Settings →Scoa Version
2) First select 6.3 under MPBM:
Then click on the Blue save icon. Note that a popup window will ask for confirmation.
3) once the window is gone, switch the Sage to 6.3 as well:
Then click on the Blue save icon. Note that a popup window will ask for confirmation.
4) Run the validation script to check for any database errors, and contact Asamco again if there are any issues.
Note that on the top of the page, the versions should reflect 6.3