Transcript Data Migration Steps

Jennifer Lisser – Dorner Manufacturing
[email protected]
Bob Herold – Bruno Independent Living Aids
[email protected]
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
PassThru Beta Program Background
Upgrade Utility
Software released GA
 New options to get upgraded to Epicor 9.05.X
 Hardware, OS, SQL Server, Progress and Epicor 9.05
options
 Pre/Post Upgrade process checklists

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
Recommendations
Why do it?
Additional Discussion or Questions

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
Epicor was interested in getting existing customers
involved with the program
Program began in Fall of 2010 and had about 15
customers participating
Program went through several updates to
overcome problems
Hardware Requirements
 Run time to complete upgrade
 UOM Conversion issues
 GL Conversion issues


Epicor closed Beta prior to an existing customer
successfully going live on 9.05
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
GA release date was end of August 2011
Available to current users with support
contracts


Talk with your CAM to get download information
Product is being supported under standard
support
Epicor Data Conversion:
Send Database for test
upgrade
Send Database for
final upgrade
Manual Conversion:
Upgrade to
latest 8.03
(409c)
Upgrade to
latest 9.04
Upgrade to
latest 9.05
Direct Upgrade
Utility
(9.05.604a)
Upgrade to
required 9.05
(607a)
Direct Upgrade Utility:
Upgrade to
latest 8.03 (409c)
Vantage
8.03.409C 32-bit
Progress 10.1b
32-bit
2008 R2 64-bit
SQL 2005 64-bit
SQL2008 R2 64bit
Epicor
9.05.604a 32-bit
Progress 10.2a
32 bit
409C data conversion
904 schema update
904 data conversion
(multithread)
905 schema update
905 data conversion
GL conversions
Test Environment
SQL 2005 32-bit
Data Upgrade
409C
2003 R2 64-bit
2008 R2 64-bit
SQL 2008 R2
64-bit
Epicor 9.05.606
64-bit
Progress 10.2a
64-bit
905.606 conversion
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Restore live database
to 409c conversion
box
Remove any SQL
custom items
Run 409c data
conversion
Run UOM scan
Backup MfgSys &
UOM databases
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Install pass thru, DBs
restored in install
Run fix programs
Run 904 schema
Run 904 data
Run 905 schema
Run 905 data
Import posting rules
Run GL Conversion *
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Reimport custom SQL
items
Transfer SQL security
Run post upgrade
programs (e.g. bit flag)
Fix menus
Fix default report styles
Purge personalizations
Validate customizations
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Import solutions (fixed
customizations)
Check UOM codes
Fix new functionality
data (e.g. packaging
defaults)
Run mass changes
(e.g. all parts flagged
buy to order)
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SSD!!!
Lots of hard drive space
Remove custom SQL objects
Screen capture software – Set at 15 minute captures
Count on plenty of time for fixing customizations.
What we saw:
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Custom tabs “gone”
BPM methods change
BAQ field formatting
Menus orphaned
Default report styles lost
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Currently on Vantage 8.03.408A –
Epicor Support tests on 8.03.409C
The longer we wait, the more difficult it will be
They are getting to a stable point
Functionality available in 9.05 that we want

Features
Package customization pieces as a “Solution”
 Same table called twice in BAQs
 BPMs separate between environments
 Alt Bill To on RMAs and Service Calls
 Buy to Sales Order
 Paving the road for Business Intelligence tools


Epicor 905 Feature Summaries

Epicor 9.05 eBook Guides

https://epicweb.epicor.com/Education/Pages/FeatureSummaries.as
px
https://epicweb.epicor.com/Education/Pages/UserGuides.aspx
Epicor 9 Performance Tuning Guide (Virtual
Environment)
https://epicweb.epicor.com/Education/OnlineHelpFeatureSummary/...
/trPerformanceTuningVirtual.pdf

Performance Tuning Guide (SQL)

Schema Changes v803400 to Epicor 9
https://epicweb.epicor.com/Education/OnlineHelpFeatureSummary/...
/AdvTopPerformanceTuningSQL.html
https://epicweb.epicor.com/Education/OnlineHelpFeatureSum
mary/.../SchemaChanges.html
Additional Discussion or
Questions