SyteLine 9 to 10 Upgrade Checklist
Upgrading from SyteLine 9 (SL9) to SyteLine 10 (SL10) is one of the most significant version transitions due to the platform shift from Windows Forms to the Mongoose web-based client. This upgrade requires migrating all custom forms, IDO extensions, and reports to the new Mongoose framework while converting the database schema to support SL10 changes. This checklist covers every critical step to plan and execute a successful SL9 to SL10 migration.
Pre-Upgrade Assessment and Planning
The SL9 to SL10 upgrade begins with a comprehensive assessment of your current environment. The Infor Upgrade Assessment Tool scans your SL9 database and customizations to identify compatibility issues and estimate upgrade effort. Key assessment areas include custom Windows Forms that must be recreated as Mongoose forms, IDO extension classes that may require .NET framework version changes, custom reports that need SSRS migration, and database modifications (triggers, stored procedures, custom tables) that must be reviewed against the SL10 schema changes.
- Run the Infor Upgrade Assessment Tool against your SL9 database to generate a compatibility report
- Inventory all custom Windows Forms and categorize them as recreate, replace with standard, or eliminate
- Catalog IDO extension class assemblies and verify .NET Framework compatibility with SL10 requirements (4.6.2+)
- Document all custom database objects (stored procedures, triggers, views) and cross-reference against SL10 schema changes
- Estimate effort hours per customization category and build a detailed upgrade project plan with milestones
Database and Platform Migration Steps
The SL10 database upgrade involves running the Infor Database Upgrade utility which applies schema changes, data transformations, and new table creation scripts to your SL9 database. Before running the upgrade, back up the production database and restore it to an isolated upgrade environment. The utility processes hundreds of database scripts sequentially, and any script failure halts the process requiring investigation and resolution. After the database upgrade, the Mongoose web client must be installed and configured on IIS, replacing the SL9 Windows Forms client deployment.
- Create a full backup of the SL9 production database and restore to a dedicated upgrade environment
- Install SL10 application server and Mongoose web server components on the target infrastructure
- Run the Infor Database Upgrade utility and monitor the script execution log for errors or warnings
- Resolve database upgrade failures by checking schema conflicts with custom tables and stored procedures
- Configure IIS for the Mongoose web client including application pools, SSL certificates, and authentication settings
Post-Upgrade Validation and Go-Live
After the technical upgrade completes, systematic validation ensures all business processes function correctly in the SL10 environment. Execute the standard business process test scripts covering order-to-cash, procure-to-pay, plan-to-produce, and financial close cycles. Validate that all custom IDO extensions load correctly by checking the SyteLine application server logs. Verify report output against SL9 baselines to ensure data accuracy after the upgrade. Performance baseline testing compares transaction response times between SL9 and SL10 to identify any degradation requiring optimization.
- Execute comprehensive business process test scripts across all functional areas in the upgraded SL10 environment
- Verify custom IDO extension loading by reviewing the IDO runtime initialization log on the application server
- Compare report output between SL9 baseline and SL10 upgrade to validate data accuracy and formatting
- Run performance baseline tests comparing key transaction response times between SL9 and SL10 environments
- Conduct user acceptance testing with business process owners and document sign-off before go-live approval
Planning your SL9 to SL10 upgrade? Netray provides assessment, migration execution, and post-upgrade validation services. Get a free upgrade assessment.
Related Resources
SyteLine CSI 10 to 11 Migration Guide
Step-by-step migration guide for upgrading Infor CloudSuite Industrial (CSI) from version 10 to 11, including ION integration, form updates, and testing.
MigrationSyteLine Upgrade Customization Impact Assessment
Assess the impact of SyteLine upgrades on custom code, forms, IDO extensions, reports, and integrations with a structured analysis and remediation framework.
MigrationSyteLine 8 to SyteLine 10 Upgrade Guide
Upgrade from SyteLine 8 to SyteLine 10. Architecture changes, customization remediation, data migration, and testing methodology for the version jump.