Upgrading Custom Forms & Reports Dictionaries



One of the most important and such a basic thing that I learned couple of hours ago is: How to update our Customization’s Forms/Reports Dictionaries? Silly, isn’t it? For I am supposedly a GP Consultant with 5 years of technical experience. But then, I do not mind admitting with my utmost honesty that, this is what I learned TODAY. And of course, I am contended that at least now I learned it…

I always version the Customizations that I develop, which will be relevant to that of the GP’s version. For instance, I alway start with 10.0.0 as my product’s version which is for GP 10.0. And it increases with every build, a feature addition and so on.

There is this customization which I am involved in for quite some time. And there is a report which is quite a complex stuff and the users always were so satisfied with their own trials with Report Writer and changing the format to their wishes.

Things were going on well till the users modified the report. From then on, whenever I install the next version, it would throw this error message (shown below):



I knew for sure that since I maintain a proper versioning, the Reports dictionary for my Customization product should be upgraded to the latest version which I install. But I didn’t know how. There are two approaches to tackle this:

Approach I:

1. Take a backup of both Custom Dictionary (previous version) and its Forms/Reports Dictionary.
2. Launch GP and open Customization Maintenance.
3. Export the report modifications to a package file.
4. Close GP and make sure all other users are logged out as well.
5. Delete the previous version Custom Dictionary and Forms/Reports Dictionary.
6. Copy the new version Custom Dictionary on to the GP Application Folder.
7. Launch GP and respond to the chunk installation message.
8. Open Customization Maintenance and import the Forms/Report Modifications that was exported from the previous version.
9. We are good to go.
10. Next time you start GP, you will not be prompted with this message.

Approach II:

1. Take a backup of both Custom Dictionary (previous version) and its Forms/Reports Dictionary.
2. Close GP and make sure that all other users are logged out as well.
3. Delete the previous version Custom dictionary.
4. Copy the new version on to GP Application folder.
5. Launch GP and respond to the chunk installation message.
6. Once the chunk is installed, we will be greeted with the above Forms/Reports Dictionary Upgrade message. Click on OK and don’t login to GP.
7. Now, open GP Utilities.
8. After all the routine checks (Version information, GP updates check, etc…), we will be left with the Additional Tasks wizard.
9. Now select “Update modified forms and reports” from the drop down, as shown below, and click on Process:

10. Select the launch file (Dynamics.set) from the application path from where GP is run, as shown below, and click on Next.

11. We will be listed with all the Products for which we need to upgrade the Forms/Reports Dictionaries. Select the product for which we are performing this upgrade, as shown below.


12. As soon as we select a product, the Details window will be opened, enabling us to select the previous version of our Custom Dictionary (remember we had taken the backup and that’s exactly why we MUST take a backup of at least immediate previous version custom dictionary), as shown below. Select the previous version Custom dictionary and click on OK.

13. Click on Update and we will be shown with some upgrade progress. Once it is complete, the Report Upgrade Progress will contain either a Success status or the errors that it met while upgrading, as shown below (screenshot shows a Success message).

14. Once the Upgrade is a Success, we will be shown with this screen below.

15. Click on Launch Microsoft Dynamics GP to complete the process and launch GP.

While Approach II looks a bit lengthy, it is the standard way of upgrading our Custom Forms/Reports Dictionaries with recent version.
Any additional information on this from anyone out there, would do world of good for all budding GP Developers and Consultants.
Vaidy
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6 thoughts on “Upgrading Custom Forms & Reports Dictionaries

  1. Hi Sushant,When I meant "backup" it's just a physical copy of the Dictionaries that you are going to upgrade. You require to take a copy of previous version Dictionary, respective Forms Dictionary & Reports Dictionary.For your second query: Dynamics.set file is the one which GP uses to launch GP with all Dictionaries Information. This can be found in GP Application Folder. Typically in Program Files\Microsoft Dynamics\GP (depending on how many versions of GP you have installed on the same machine).Hope that clarifies.Vaidy

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  2. Thanks vaidy, I have few more queries. The reports.dic and forms.dic get backed up automatically or we have to back them regularly( I mean how do these files come at their place) Also, when we export the customizations from GP customization window, does the GP continue working.. I mean can i try to export the customozations while users are working on it on production server.Regards,Sushant

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  3. The Dictionaries do not get automatically backed up. We must regularly do it, if we sense frequent updates to it.And yes, you can allow users to work while you export the customizations, provided the following scenario is met:No one should be modifying that part of Customization (Modified Forms OR Reports) when you try to export that.In the above scenario, as such GP itself will not allow you to export the solution. But it's better to be alert in not allowing some half-baked solution getting exported.Vaidy

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  4. @ vaidyYou said "You require to take a copy of previous version Dictionary, respective Forms Dictionary & Reports Dictionary"..I went into GP–>File–>Backup–>enter system password.Is that right way Am i going?if not, where i have to go to get latest backup of reports and forms dictionary??Sorry, i am a novice to GP.Regards,Sushant

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