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Planning the update

Inform users about the upcoming update and instruct them to closer or not to use SmartTaxBalance. If you use SmartTaxBalance in client/server mode, stop the server application or server service.

Migration of the HB reclassifications when updating from version 19.0.x to 20.0.x

In SmartTaxBalance version 20.0, the function for creating corporate tax group reclassifications via the reclassification column in the tax balance sheet cockpit has been removed. The necessary migration of the data is not possible using a database script. It is therefore absolutely necessary to migrate the database using a program before updating from version 19.0.x to version 20.0.x. The program is provided with the delivery and is also available for download here.

Preparation

1. The conversion software requires access to the SmartTaxBalance database. For this purpose, the file connections.config in the /config subfolder must be adapted as described under Configuration and Maintenance.
2. It is strongly recommended to make a backup of the database before starting the migration.

Migration

1. Execute the ReclassificationMigrationCreateUser.sql script on the database. A user for the migration is created who has the necessary permissions to perform the migration.

   Info

   The following message may appear during the execution of the script: No Format Detected setting "UseMilestone" with value "2", which means permissions will be granted considering milestone states. For proper migration we will set "UseMilestone" to "1" so milestone feature is only an optical aid. After successful migration this setting should be restored to the value "2". This message occurs if milestone-specific permissions are enabled. In this case, the script disables the milestone-specific permissions so that the migration can be performed. If this message occurs, the milestone-specific permissions must be reactivated after the migration (see step 5).

   
   

2. Start the program SmartTaxBalanceReclassificationConverter.exe
3. Enter the logon data of the newly created user: User name: __MIGRATION_USER_RECLASSIFICATION__ , Password: test
4. The migration is then carried out. The progress and any errors are displayed on the console. When the migration is complete, the system displays the companies for which new data records were created. In addition, all output after the user login is stored in the Migration.log file in the execution folder.
5. Execute the ReclassificationMigrationDeleteUser.sql script on the database. The created user is deactivated, but remains in the database for documentation purposes.

   
   

   Info
   If the message shown above appeared in step 1, the milestone-specific permissions must be reactivated. The ReclassificationMigrationDeleteUser.sql script contains a commented SQL statement for this purpose. Activate the commented statement before executing the script.

   
   

6. After the migration is complete, you can continue to update the database as described below.

Die Gesellschaft mit der ID 'a0d6f0c2-e96f-4e73-824a-a8035811e0b8' konnte nicht gefunden werden (wahrscheinlich handelt es sich um eine gelöschte Gesellschaft).
Die Migration der Steuerbilanz 'Steuerbilanz 2017 [31.12.2017]' wird daher abgebrochen.

Database

Create a backup of the database to avoid data loss in the event of an error.

Execute the script database-setup.sql from the delivery package.

Uninstalling Server Application

Remove the server application. Carry out the following steps:

1. Make a note of the previous configuration of the server. For more information about the configuration, see the Configuration and Maintenance page. The following is the minimum data required for a new installation:t:
   1. Name of the database server, the database and the access data to the database server
   2. Server address (IP address or host name and port) of the SmartTaxBalance server
   3. Using of Single-Sign-On and, if applicable, the SSO method
2. Remove the SmartTaxBalance server via the Windows "Programs and Features" dialog.

3. Make sure that the installation directory is empty or no longer present after uninstallation.

   Note
   If an additional interface has been installed, the Interfaces subfolder will still exist. This will be removed in a later step.

   
   

Installing Server Application

Follow the instructions on the SmartTaxBalance Server installation page.

Use the configuration parameters noted previously.

Deinstalling Client Application

Remove the client application on the users' computers. Carry out the following steps:

1. Make a note of the previous configuration of the server. For more information about the configuration, see the Configuration and Maintenance page. The following is the minimum data required for a new installation:
   
   1. Name of the database server, the database and the access data to the database server (if SmartTaxBalance is only used in client operation)
   2. Server address (IP address or host name and port) of the SmartTaxBalance server (if SmartTaxBalance is used in client/server operation)
   3. Using of Single-Sign-On and, if applicable, the SSO method
2. Remove the SmartTaxBalance client via the Windows "Programs and Features" dialog.

3. Make sure that the installation directory is empty or no longer present after uninstallation.

   Note
   If an additional interface has been installed, the Interfaces subfolder will still exist. This will be removed in a later step.

   
   

Installing Client Application

Follow the instructions on the SmartTaxBalance Client installation page.

Use the configuration parameters noted previously.

Schnittstellen

The delivery package can be accompanied by an additional MSI package with an import interface. In this case, this interface must also be updated on the client and - if available - on the server.

1. Remove the interface via the Windows "Programs and Features" dialog
2. Install the new interface.

Planen der Aktualisierung

Informieren Sie die Anwender über die bevorstehende Aktualisierung und weisen Sie diese an, SmartTaxBalance zu beenden bzw. nicht zu benutzen. Wenn Sie SmartTaxBalance im Client-/Server-Betrieb nutzen, beenden Sie die Server-Anwendung bzw. den Server-Dienst.

Migration der HB-Umgliederungen beim Update von Version 19.0.x auf 20.0.x

In der SmartTaxBalance Version 20.0 wurde die Funktion entfernt, HB-Umgliederungen über die Umgliederungsspalte im Steuerbilanzcockpit anzulegen. Die dazu notwendige Migration der Daten ist mittels Datenbankskript nicht möglich. Daher ist es zwingend erforderlich die Datenbank vor dem Update von Version 19.0.x auf Version 20.0.x über ein Programm zu migrieren. Das Programm wird bei der Auslieferung bereitgestellt und steht zusätzlich hier zum Download zur Verfügung.

Vorbereitung