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After the upgrade, you must complete the post-upgrade tasks.
If you use PayGlobal Scheduler, then see the Scheduler manual for more upgrade information.
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.
After you successfully upgrade, you can turn referential integrity on again.
If you did not have Referential Integrity switched on prior to upgrading you do not need to complete these steps
- Navigate to the Administration > Maintenance > Apply Referential Integrity run command.
- Double-click the Apply Referential Integrity command. The Referential Integrity Setup form appears.
- Check that Add referential integrity to the database is selected.
- Click OK. A progress bar appears followed by an audit log message.
- Check the log and then press Esc to return to the Referential Integrity Setup form.
- Press Esc or click Close to return to the main PayGlobal window.
After you upgrade PayGlobal and your company databases, take backups of each company database.
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.
- Navigate to the Administration > Backups > Backup command.
- Double-click the Backup command.
- In the Backup window, click the Backup button.
- Click Close.
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.
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.
Do not run the Create Standard Report Groups command because it removes report destination and sorting settings.
- In the PayGlobal Tree, navigate to the Reports > Import Reports run command.
- Double-click Import Reports. The Import Reports box appears.
Click Import. An Open box shows the contents of the PayGlobal upgrade version directory.
If the PayGlobal upgrade version directory is not displayed, then navigate to it.
Double-click the upgrade report zip file (tmrr).
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.Press Enter or click OK to return to the PayGlobal Tree.
Double-click Update Report Definitions Table. A "Report Definitions Table updated" message appears.
Press Enter or click OK to return to the PayGlobal Tree.
Complete this topic only if you use the Employee Rate Tool or the Remuneration Package Update Tool SpreadSheets.
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.
- In the PayGlobal Tree, navigate to the SpreadSheets > Import SpreadSheets run command.
- Double-click Import SpreadSheets. The Import SpreadSheets box appears.
Click Import. An Open box shows the contents of the PayGlobal upgrade version directory.
If the PayGlobal upgrade version directory is not displayed, then navigate to it.- 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. - Press Enter or click OK to return to the PayGlobal Tree.
- Double-click Update SpreadSheet Definitions Table.
A "SpreadSheet Definitions Table updated" message appears. - Press Enter or click OK to return to the PayGlobal Tree.
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.
- In the PayGlobal Tree, navigate to the Workflows > Import Workflows run command.
- Double-click Import Workflows. The Import Workflows box appears.
Click Import. An Open box shows the contents of the upgrade version directory.
If the PayGlobal upgrade version directory is not displayed, then navigate to it.- 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. - Press Enter or click OK to return to the PayGlobal Tree.
- Double-click Update Workflow Definitions. A "Workflow Definitions Table updated" message appears.
- Press Enter or click OK to return to the PayGlobal Tree.
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.
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.
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.
- Make sure that all user profiles that run reports to Self-Service have a security profile with access to Document View and Document Folders.
Check all payslip report settings.
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.- Re-establish any lost report splitting settings.
- Run a payslip report.
- Customise your Outbox to show the Destination Address column.
- Check that every payslip report has an employee code in the Destination Address column.
- After you double-click Send and Receive, check the audit log to ensure that the payslip reports were split correctly.
- Open Document View and check that each payslip report has an employee code.