Readme

Provance IT Service Management 2016
for Microsoft® Dynamics 365

 

Welcome to the Provance IT Service Management Readme. This Readme contains important information about the latest release.

Table of Contents

Scope
 

System Requirements

 

Updated Material

 

Installing for the First Time

 

Upgrade Precautions & Methods

 

What's New in This Release
 

Resources

 

Scope

This Readme covers Provance IT Service Management 2016 for Microsoft® Dynamics 365 (release 1705, version 3.0.15.0). Please review the Deployment Guide for detailed instructions on installing and upgrading the software.

 

System Requirements

Provance IT Service Management has the following requirements:

The Provance Data Management Server has the following requirements:

Updated Material

This release includes the following materials:

Installing for the First Time

If you are installing IT Service Management for the first time, you will find complete installation instructions in the Provance Deployment Guide. Also included in the Deployment Guide are instructions for installing the Provance Data Management Server and the ITSM Self-Service Portal. Once you have installed ITSM, the Deployment Guide provides initial set up instructions. Further configuration of ITSM and the ITSM Portal are provided in the Configuration Guide.

Upgrade Precautions and Methods

This release supports installations of Provance IT Service Management on Microsoft Dynamics 2016 and Dynamics 365.  Upgrades are then supported from the following releases of ITSM: 1601, 1603, 1605, 1607, 1609, 1611 and 1703. Upgrades from 1611 can be performed with a separate deployer packageProvance ITSM Upgrade  3.0.15.0 for Dynamics 8.1 and Provance ITSM Upgrade 3.0.15.0 for Dynamics 8.2. For all other versions the solutions must be installed manually. You cannot use the deployer to import the solutions into Dynamics 365.

For any other upgrade paths, please contact Provance Support.

Before you begin an upgrade, unregister all applicable deprecated plugins as listed in Deprecated Items in ITSM. For example, if you are upgrading from 3.0.9.x to 3.0.14.x, then you should attempt to unregister 3.0.11.x and 3.0.14.x plugins, even if you did not install 3.0.11.x.

NOTE: Language warnings will occur during installation of ITSM solutions if you do not have the required language packs installed. Install the language packs suggested in the warnings if you intend to use ITSM in another language.

To install the solutions manually:

  1. In Dynamics 365 navigate to Settings > Solutions.
  2. Click Import.
  3. On the Import Solution dialog click Choose File.
  4. Navigate to the Provance ITSM folder of the release package.
  5. The solutions are numbered consecutively, beginning with 000, then 010, 020, 030. Select the first solution, ITSM000Foundation, and continue installing all the solutions in the order they appear.
  6. During the import of a solution, do not check the option Stage for upgrade.
  7. If you encounter an error with the ITSM080Assemblies solution due to a problem with the plugin assembly, correct it with the SDK as follows:
    1. Download the SDK.
    2. Navigate to the Tools > Plugin Registration folder of the SDK.
    3. Launch the Plug in Registration application.
    4. Click +Create New Connection.
    5. Select the correct Dynamics 365 instance.
    6. Select the AlfaPeople.CRM.ITSM.Plugins and click Unregister. The assembly is unregistered.
  8. Once the solutions are installed, refer to the Deployment Guide for Configuration and Post Deployment steps.

 

What's New in This Release

The items described here reflect the changes included in this release:

 

 

 

 

Resources

Provance on the web

User community for Provance

help.provance.com


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