Quick Guide: Updating to SYSPRO 8 2021 R1

This article covers important points to note when updating to SYSPRO 8 2021 R1, as well as a few tips and tricks to make the process easier.

The areas covered include:

  • SYSPRO Installer Application update process
  • Reduced file system usage
  • Licensing Changes
  • Enhanced Diagnostic Capabilities
  • SYSPRO Cloud ERP Service Accounts
  • SYSPRO Installer Application enhancements

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Update Process

  1. Run the SYSPRO Installer Application on the SYSPRO application server.

  2. Once connected to the SYSPRO Deployment Service, enter your InfoZone login credentials. If you aren't listed as a customer (i.e. you're a Partner or Super-user) then you'll need to indicate the customer code on whose behalf you are doing the install.

    Ensure that you use the correct credentials as subsequent notifications rely on this information.

  3. From the home screen select the SYSPRO ERP Software option.

  4. Identify the deployment group you want to update and select the Update button.

    This creates a text file (SYSPRO_Deployment_Release_Update.txt) in the SYSPRO Deployment Downloads folder, providing details about the machines belonging to the group, as well as the software installed on each of those machines.

    Software updates must be applied to all machines in a group to complete the process otherwise the deployment group remains listed as Update in progress.

  5. Select SYSPRO 8 2021 R1 as the release to update.

    The update process pauses if the system detects that SAP Crystal Reports 2013 is installed, or if the version cannot be determined.

    From SYSPRO 8 2020 R2, server-side reporting requires SAP Crystal Reports 2016. Therefore, when you select to proceed, you are routed to the SYSPRO Reporting Software screen from where you can first uninstall SAP Crystal Reports 2013, and then install SAP Crystal Reports 2016.

    Otherwise you are returned to the Deployment Groups screen.

  6. From the Product Updates available for Release screen, select the products you want to update for the new release, followed by the Continue option.

  7. After accepting the license terms and conditions, a summary of all products to be installed is displayed for you to review.

    You can copy previously downloaded install files to the SYSPRO Deployment Downloads folder.

  8. Select the Begin Install button to proceed with the installation of all selected products.

  9. Update any additional servers in your deployment group requiring update (listed as update in progress).

  10. Log in to SYSPRO 8 as an Administrator.

    A minor database update is performed to your system-wide tables and to each company-specific table.

You are now ready to start using SYSPRO 8 2021 R1.

Reduced file system usage

SRS Document Printing

During the SYSPRO 8 2020 R2 release, the custom SRS Document Print XML control files were migrated to Microsoft SQL Server as part of the initiative to reduce file system usage.

Continuing on this journey, the setup and printing processes for SRS Document Printing is now optimized to reduce file persistence and address the overhead of loading the control information into memory when using SRS Document Printing.

The standard SRS Document Print XML control files and templates are now loaded into a set of three global SQL temporary tables for each instance of SYSPRO as they are required:

  • Standard document types

  • Standard document samples

  • Available archive fields

In addition, the SRS Document Print programs that read the control files are now SQL-optimized for faster retrieval and updating of data. This improves performance, eliminates the use of in-memory collections and reduces the scope of resource locks.

The scope of the resource lock is now reduced to only lock the document type that is being maintained and the document that is being maintained or designed (i.e. multiple users can now maintain different document types and different documents at the same time.


As part of the journey to reduce file system persistence, when running SYSPRO 8 on-premise you can opt to retain the following RTF and CMS data in the SQL database (instead of the file system):

  • RTF notepad documents attached to entities

  • CMS Activity body RTF documents

  • CMS Activity attachments

  • CMS Organization lists

This functionality is available from the new Migrate Files To SQL program Program List > Administration > General Setup) that lets you migrate these files to your SQL database (and vice versa). You can also run the program from the Migrate Files to SQL option from the Functions menu of the Setup Options program.

Advantages of moving this data from the file system to the database includes:

  • Centralized access to all related data

  • Reduction of file system usage

  • Simplified portability of data and backup strategy

  • Improved performance

  • Provision for enhanced scalability in future releases

Licensing Changes

SYSPRO's licensing system has been extended for both SYSPRO 8 on-premise and SYSPRO Cloud ERP sites.

The e.net System Manager is required to access these new modules.

Enhanced Diagnostic Capabilities

To assist service personnel in providing speedy resolutions, the diagnostics capability of SYSPRO 8 has been extended to record a log of identified problems in SQL Server for current and future analysis. A Black-box capability has also been introduced to record what was happening on a system prior to failure. Recording the information in SQL is vital for the SYSPRO Cloud ERP offering where the file system cannot be used to persist information.

SYSPRO Cloud ERP Service Accounts

The introduction of Service Accounts in SYSPRO Cloud ERP aims to provide controlled access for selected SYSPRO personnel and partners to assist with various support related tasks like implementation, system configuration and training.

SYSPRO Cloud ERP administrators can now designate an operator as a service account, assigning the email address of the support person to the account (the email address is the unique identifying attribute used as part of the cloud authentication).

Although the service account operator can access the SYSPRO Cloud ERP environment without affecting the Named User licensing, the local site administrator retains full control over the account (i.e. the service account is treated as a regular user and all the standard access permissions, logging and auditing capabilities are available). These service accounts have no effect on SYSPRO 8 on-premise sites.

To implement this feature, the account status of the operator must be enabled within the Operator Maintenance program (i.e. the Service account option must be enabled), as well as the SYSPRO Cloud ERP Active Directory (managed by the SYSPRO Cloud ERP team).

SYSPRO Installer Application Enhancements

The Utilities panel lets you download all product files (including hotfixes) to your local SYSPRO Deployment folder.

The download process occurs in the background so you can continue using the SYSPRO Installer Application, or close the app and leave the download to continue overnight.

This is useful as it ensures that you have all the required installation files before proceeding with an install.

SYSPRO partners can also use this feature to download and copy product files to a storage device to save time when installing off-site (typically at a customer site with unstable internet connectivity).

The Utilities panel also lets you delete downloaded media files, such as product and hotfix files.