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After the upgrade, you must complete the post-upgrade tasks.

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If you use PayGlobal Scheduler, then see the Scheduler manual for more upgrade information.

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This manual assumes that:

  • You're already using a PayGlobal database.
  • You use multiple versions and databases in one Hr.ini file, which is the recommended setup.
  • You have a supervisor user profile and you can run the entire PayGlobal upgrade procedure.
  • You're a member of the sysadmin fixed server role, with security permissions to restore an SQL database.
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titleTurn on referential integrity

After you successfully upgrade, you can turn referential integrity on again.

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If you did not have Referential Integrity switched on prior to upgrading you do not need to complete these steps

  1. Navigate to the Administration > Maintenance > Apply Referential Integrity run command.
  2. Double-click the Apply Referential Integrity command. The Referential Integrity Setup form appears.
  3. Check that Add referential integrity to the database is selected.
  4. Click OK. A progress bar appears followed by an audit log message.
  5. Check the log and then press Esc to return to the Referential Integrity Setup form.
  6. Press Esc or click Close to return to the main PayGlobal window.
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titleUgrade your post-upgrade database

After you upgrade PayGlobal and your company databases, take backups of each company database.

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You must take backups before you import reports, SpreadSheets and workflows.

You need to take the backup before you open the first pay for any company in your PayGlobal system. If any issues arise after you open the first pay in the upgraded database and you need to restore from a backup, then you can use the upgraded backup instead of having to restore and upgrade again.

  1. Navigate to the Administration > Backups > Backup command.
  2. Double-click the Backup command.
  3. In the Backup window, click the Backup button.
  4. Click Close.
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titleImport reports

The PayGlobal upgrade process installed a new report catalogue (tmrr.zip) in the PayGlobal version folder. After the upgrade, you need to import the new catalogue to update your report tables.

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If you have Referential Integrity switched on you will not be able to complete the Import Reports process. Please ensure Referential Integrity is switched off before starting this process.

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Do not run the Create Standard Report Groups command because it removes report destination and sorting settings.

  1. In the PayGlobal Tree, navigate to the Reports > Import Reports run command.
  2. Double-click Import Reports. The Import Reports box appears.

  3. Click Import. An Open box shows the contents of the PayGlobal upgrade version directory.

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    If the PayGlobal upgrade version directory is not displayed, then navigate to it.

  4. Double-click the upgrade report zip file (tmrr).

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    If you select a file other than the report catalogue, such as the workflow catalogue, then the following message appears: "Authenticity failure: Please obtain an ORIGINAL report catalogue archive".

    The Import Reports box appears, and PayGlobal extracts the reports from the zip file to the Rept folder in the version directory.
    An "Importing completed" message appears.

  5. Press Enter or click OK to return to the PayGlobal Tree.

  6. Double-click Update Report Definitions Table. A "Report Definitions Table updated" message appears.

  7. Press Enter or click OK to return to the PayGlobal Tree.

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titleImport spreadsheets

Complete this topic only if you use the Employee Rate Tool or the Remuneration Package Update Tool SpreadSheets.

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Australian databases no longer use the ETP SpreadSheet to process Employee Termination Payments.

Importing the SpreadSheets catalogue follows the same procedure as importing the Reports catalogue.

  1. In the PayGlobal Tree, navigate to the SpreadSheets > Import SpreadSheets run command.
  2. Double-click Import SpreadSheets. The Import SpreadSheets box appears.

  3. Click Import. An Open box shows the contents of the PayGlobal upgrade version directory.

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    If the PayGlobal upgrade version directory is not displayed, then navigate to it.
  4. Double-click the upgrade cat file (tmss.cat).
    The Import SpreadSheets box appears, and PayGlobal extracts the SpreadSheets from the CAT file to the SpreadSheet folder in the version directory.
    An "Importing completed" message appears.
  5. Press Enter or click OK to return to the PayGlobal Tree.
  6. Double-click Update SpreadSheet Definitions Table.
    A "SpreadSheet Definitions Table updated" message appears.
  7. Press Enter or click OK to return to the PayGlobal Tree.
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titleImport workflows

Complete this topic only if you use PayGlobal workflows. Importing the workflows catalogue follows the same procedure as importing the reports catalogue. However, workflows are country-specific so you must import the appropriate catalogue.

  1. In the PayGlobal Tree, navigate to the Workflows > Import Workflows run command.
  2. Double-click Import Workflows. The Import Workflows box appears.

  3. Click Import. An Open box shows the contents of the upgrade version directory.

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    If the PayGlobal upgrade version directory is not displayed, then navigate to it.
  4. Double-click the appropriate upgrade workflows zip file (tmwf).
    The Import Workflows box appears and PayGlobal extracts the workflows from the zip file to the Workflows folder in the upgrade version directory.
    An "Importing completed" message appears.
  5. Press Enter or click OK to return to the PayGlobal Tree.
  6. Double-click Update Workflow Definitions. A "Workflow Definitions Table updated" message appears.
  7. Press Enter or click OK to return to the PayGlobal Tree.
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titleCheck security profiles

After an upgrade, users may not have access to new features. You need to decide the appropriate settings for each security profile. New functionality is explained in the release notes and associated documents for this upgrade.

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Further reading: For more information about how to update your security profiles after the upgrade, see Help topic 8454.
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titleCheck Windows Firewall settings for FTP

With the changes made to FTP settings in PayGlobal to allow for more secure types of transfer by utilising WinSCP, changes may be required to be made to existing firewall settings.

If you utilise the FTP transfer settings in PayGlobal for reports or files, or use Scheduler to send to an FTP server, you may need to check your Firewall settings to allow the WinSCP application. The WinSCP.exe executable sits in the version directory of your PayGlobal application.

Ideally, we recommend that the more secure SFTP protocol be selected if your FTP server allows.

However, in most cases, switching to 'Passive' mode will remove the need for firewall rules without any loss of functionality. This can be set under Modify Company settings, and then copied across on the specific reports destination settings.

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titleCheck report settings

After the upgrade, you need to check that you have not lost any report splitting settings. If these settings are not correct, then you could accidentally publish a full payslip report to Document View and Self-Service users would see details of other employees’ pays.

  1. Make sure that all user profiles that run reports to Self-Service have a security profile with access to Document View and Document Folders.

  2. Check all payslip report settings.

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    When you upgrade, you could lose report settings that you use to split reports or send reports to Document View. Before you upgrade, you should take screenshots of the settings for these reports so you can easily re-establish them if required.
  3. Re-establish any lost report splitting settings.
  4. Run a payslip report.
  5. Customise your Outbox to show the Destination Address column.
  6. Check that every payslip report has an employee code in the Destination Address column.
  7. After you double-click Send and Receive, check the audit log to ensure that the payslip reports were split correctly.
  8. Open Document View and check that each payslip report has an employee code.
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titleDestination settings error

When you run a report for the first time after the upgrade, the following type of message may appear, and the report will not run.

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  1. Click OK to close the message.
  2. Open the report destination settings and click OK to refresh them. You don't need to change any of the destination settings.
  3. Rerun the report. This destination settings error will not appear again for this report.
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titleTurn on referential integrity

After you successfully upgrade, you can turn referential integrity on again.

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If you did not have Referential Integrity switched on prior to upgrading you do not need to complete these steps.
  1. Navigate to the Administration > Maintenance > Apply Referential Integrity run command.
  2. Double-click the Apply Referential Integrity command. The Referential Integrity Setup form appears.
  3. Check that Add referential integrity to the database is selected.
  4. Click OK. A progress bar appears followed by an audit log message.
  5. Check the log and then press Esc to return to the Referential Integrity Setup form.
  6. Press Esc or click Close to return to the main PayGlobal window.
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titleEffective rates

By activating rate effectiveness, the PayGlobal solution can provide considerable direct and indirect cost savings by being responsive to rate changes within a period.

Recommended preparation for Effective Rates:

  • Review current system and payroll rule setup and identify changes required
  • Ensure data integrity for rates. Run the Integrity Checker and sort out any overlapping rates. Correct rate associated dates are crucial. No date range overlaps will be permitted now.
  • Change T&A export and import file type. New export/import format of ‘PV. PayGlobal CSV date effective’ includes start date for transactions.

Effective Rates packages are available via your account manager.
Remuneration Packages are now also rate effective.

or more information please refer to the Effective Rates manual.

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titleBack up upgraded database

After you complete the post-upgrade procedures, take backups of each company database.

You need to take the backup before you open the first pay for any company in your PayGlobal system. Taking a backup will minimise the impact of any issues that may arise after you open the first pay. If you needed to restore the company database, you could use a backup of the updated database. Otherwise you would have to restore from the post-upgrade backup file, and then complete the post-upgrade procedures again.

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