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Alerts & Workflows / Knowledgesync Upgrade

  • 1.  Alerts & Workflows / Knowledgesync Upgrade

    Posted 08-26-2022 08:11

    What is involved in upgrading Alerts & Workflows aka KnowledgeSync to the latest version that has the new interface?  Issues, difficulty upgrading, is it worth the work and cost, and any other comments are welcome.   If the end user is on maintenance do they get the new version for free?  Does everything that has been built already migrate with it?

     



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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
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  • 2.  RE: Alerts & Workflows / Knowledgesync Upgrade

    Posted 08-29-2022 14:57
    Edited by Brett Zimmerman 08-29-2022 14:59
    @Doug Higgs, here's a little feedback I got from someone on our Team:
    • Most of the time it's not necessarily an easy upgrade, but sometimes you get lucky and it seems to magically all work out.
    • But quite often you'll get some SQL permissions-based errors and you'll have to jump through hoops (lots of Googling) to figure it out.
    • Recommend using the network logon that'll be used to run the Sage Alerts 'Service', to also install v10.
    • The v10 KLF has often not worked and therefore v9 needed to be installed(per Vineyardsoft), so it's a good idea to always get a v9 license in addition to v10 for the server you'll be working on.

    And in case you didn't see Wayne's post in a different recent discussion:
    Maybe check with  @Michelle Forsey as I think she indicated she's done more than a few upgrade - https://community.90minds.com/communities/community-home/digestviewer/viewthread?GroupId=13&MessageKey=07ef488d-5c1e-4649-860d-941f1bef5f44&CommunityKey=4593d843-4557-43ff-ba4d-6240681ed696&tab=digestviewer​
    ​​

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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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  • 3.  RE: Alerts & Workflows / Knowledgesync Upgrade

    Posted 08-29-2022 15:14
    Thanks @Brett Zimmerman  This is all great information.  I haven't installed KS in a couple of years.  I need to get a better sense of the value to my customer of upgrading, the effort I will expend, and then some price options.  
    ​

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    Doug Higgs
    Midwest Commerce Solutions, Inc
    (312) 315-0960
    Chauffeur, Chef, and Personal Assistant to Sprinkles
    ------------------------------

    Original Message


  • 4.  RE: Alerts & Workflows / Knowledgesync Upgrade

    Posted 08-30-2022 08:18
    Do we know if there will be a patch for 10 to get it working with OAuth 2.0? I haven’t had time to check in on this one. I know they said they weren’t releasing anything with 9.0.

    Sent from my iPhone


    Original Message


  • 5.  RE: Alerts & Workflows / Knowledgesync Upgrade

    Posted 08-30-2022 08:35
    Last I heard (internally) as of yesterday was that it should be released within the next couple of weeks.

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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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    Original Message


  • 6.  RE: Alerts & Workflows / Knowledgesync Upgrade

    Posted 09-15-2022 13:37
    As anyone heard anything from KnowledgeSync ? 
    I sure do miss Don F. now., he would always answer.
    Thanks 
    Michael


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    Michael Davis
    Warren Averett Technology Group
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    Original Message


  • 7.  RE: Alerts & Workflows / Knowledgesync Upgrade

    Posted 09-15-2022 13:58
    Patch was supposed to be out. Greg Swallows is a good resource there. He has been fairly responsive to people in my office. 

    Sent from my iPhone



    Original Message


  • 8.  RE: Alerts & Workflows / Knowledgesync Upgrade

    Posted 09-15-2022 15:06
    Sounds like Greg is expecting it by end of day.  And just fyi, his e-mail footer is the following:
    As of September 1, 2022, though, Microsoft revisited their policy and indicated that they will NOT disable SMTP Authentication (SMTP Auth) at this time. Therefore, SMTP-based Alerts and Workflow email alerts will remain operational for the moment. 

    Basic Authentication Deprecation in Exchange Online – September 2022 Update
    One month from today, we're going to start to turn off basic auth for specific protocols in Exchange Online for customers who use them. Since our first announcement nearly three years ago, we've se...


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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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    Original Message


  • 9.  RE: Alerts & Workflows / Knowledgesync Upgrade

    Posted 09-16-2022 08:03
    Edited by Brett Zimmerman 09-16-2022 08:03



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    Brett Zimmerman
    Net at Work
    Greater Boston Area
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    Original Message


  • 10.  RE: Alerts & Workflows / Knowledgesync Upgrade

    Posted 09-16-2022 11:48
    If it is so difficult and the support lacks so much, why don't we have another solution to migrate clients?

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    Larry Bradford
    Accounting Technology LLC Consultant and Owner
    Accounting Technology, LLC
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  • 11.  RE: Alerts & Workflows / Knowledgesync Upgrade

    Posted 09-16-2022 11:55
    We use Visual Cut for automated reporting... and Ido's new ActionQ program fills in a number of workflow functionality gaps.  (Although the interface is a bit rough around the edges, it does work reliably for a couple of our customers who have it).

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
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    Original Message


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