Upgrading Dynamic Budgets Article

Upgrading Dynamic Budgets Article

1) Download the zip file


2) Extract/unzip the DynamicBudgets-App folder only.   To unzip right-click the folder, click "Extract All", and the folder will unzip to the same directory as the original zip folder.


3) Copy/paste the files in the DynamicBudgets-App folder into your existing installation folder but exclude all other sub-folders if present; please contact Dynamic Budgets to discuss copying sub-folders if you believe your install requires the data in the sub-folders.  If you have trouble coping/pasting the files into the existing installation folder. the Server Configuration Utility to process the data/schema updates by double clicking on the green gear Icon (DynamicBudgedts.Windows.ServerConfiguration.exe).   You will be prompted for the password which is OpenSesame#99




5) On the Upgrade Database tab confirm that the Server and database are accurate, and then click the Start Upgrade Button:



6) Check that all scripts ran successfully

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7) Also please check the bottom of the Upgrade log tab to ensure the functions, views , and Stored Procedures update successfully.



8) Try launching the application


9) Run the Budgeting Dashboard for a department and Drill down on a number to go to the Account Details tab




10) In the Summary Pane, Drill down on a Actual month number to ensure GP transaction drill downs are still functioning.



And you should see the detail on the Reference Drill Down pop-up screen as below:


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