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      Wiise 2.0 Migration Post-Upgrade steps 

      Overview:  

      • Enable Wiise extensions  
      • Register Wiise
      • Share the new URL with your team
      • Remove any remaining Wiise application family sandbox environments after your production upgrade
      • Install updated PTEs and check updated Wiise integrations 
      • If you have bank feeds enabled, check that the job queues are in a Ready state

      Why complete the post-upgrade steps? 

      Completing the Wiise 2.0 post-upgrade steps ensures that you have access to the correct Wiise functionality.  

      How to complete the post-upgrade steps? 

      Your upgraded sandboxes and production environments will require the following tasks to be completed after they have been migrated to Wiise 2.0. 

      Note: Each Business Central production environment includes three sandbox environments. These sandboxes are used for testing, training, and development without affecting your live data.

      As part of the latest upgrade, all sandboxes must be updated to the latest version. Any remaining Wiise application family environments must be deleted, as they are no longer supported.

      To stay up to date:
      ✔ Upgrade all sandboxes to the latest version.
      ✔ Delete remaining Wiise application family sandbox environments.

      up1

      1. Enable Allow HTTP Client Requests within Wiise Extensions 

      1. Search for Extension Management on the top right-hand corner of the page and select the related link. The page displays.  
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      2. Search for the Wiise installed extensions. Open the Wiise, Wiise Australia, and Wiise Warehouse OnTime extensions.  
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        Note: If you do not have Wiise Warehouse OnTime enabled for your business, you’ll only see the Wiise and Wiise Australia extensions.  
      3. On the extension, enable the Allow HttpClient Requests field. Repeat this step for the other Wiise extensions.  
      p3

      2. Register Wiise 

      When you’ve updated your Wiise extensions, you’ll need to register Wiise.  

      1. Search for Wiise Azure Setup on the top right-hand corner of the page and select the related link. The page displays.  
      2. Select Actions. Then, select Register Wiise.  
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      Note: When you Register Wiise, the function app key to the Wiise integration services regenerates so you can access Wiise services and set Wiise permissions.  

      3. Share the new URL and delete all remaining Wiise application family environments

      Note: Now that you’ve migrated your production environment to Wiise 2.0, which is on the Business Central application family, update all bookmarks to use the new URL starting with https://businesscentral.dynamics.com/{yourtenantID} instead of the old one https://wiise.bc.dynamics.com/{yourtenantID}. 

      1. Inform all staff to use the new URL moving forward.
      2. Remove remaining Wiise environments from the Dynamics 365 Business Central Admin Center to prevent redirection to the old URL.
      3. Ensure everyone updates their bookmarks accordingly. 

      4. Check all integration and PTEs

      1. Install any updated PTEs. 
      2. Check all PTEs and integrations to be in working order including applications installed from the the Microsoft AppSource. 
      3. If you're enabled for bank feeds, please check to make sure the job queues are in a ready state. 
        1. Check your active and enabled Bank Account cards to confirm there is a reconciliation frequency assigned in the Reconciliation Frequency field.
          recon freq
        2. On the User Setup page, select the Banking Officer checkbox. This action allows users to use the Wiise bank feeds.
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        3. On the Job Queue Entries page, check if the Job queue for Import bank feeds is in error. 
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          Note: If the Import bank feeds in the Job Queue entries page are in error, please restart the job queue. Please ensure the user executing the Restart action has been assigned a Wiise full user license with SUPER permissions. The Scheduled field is selected, allowing the job queue entry to run automatically as scheduled.
        4. For any missing bank feed transactions, go to the Bank Feed Entries page, and manually import the missing bank feed transactions.

      Note: You can now schedule your upgrades aligned with the Business Central release cadence. You can set up to receive notifications for your environments from the admin centre.

       

      What's next?

      Find out how to schedule Business Central updates in your admin center. 

       

      Need more help?    

      No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.