Transcript Presentation Title
Infor XA Release 7
Transform your XA system with powerful new tools
Ruth Pharr, Technical Consulting Manager [email protected]
Mike Taylor, VP Sales [email protected]
Agenda 1. What is XA Release 7?
2. What are the improvements? 3. Is Release 7 ready for You?
4. Migration Planning 5. Operational Considerations 6. Summary
What is XA Release 7?
iSeries Application Server Database NETWORK Web Server DB2/400 HTML Server Custom Definition Server
server iSeries
XML Server
What is XA Release 7?
Java Architecture Infrastructure NETWORK Web Data Base
What is XA Release 7?
Java Architecture User Interface
What is XA Release 7?
Powerful Functional Enhancements ..now and in the future
Agenda 1. What is XA Release 7?
2. What are the improvements?
3. Is Release 7 ready for You?
4. Migration Planning 5. Operational Considerations 6. Summary
Implement at your own pace Integrator SystemLink NetLink CSM OBPM EPDM PM MM
What are the improvements?
1. Easy Access to Information improves decision making 2. Improved Application Functionality 3. Tailor XA to meet your specific needs • Significant enhancements in Integrator 4. Significantly enhanced IT Tools • Enable Connectivity and collaboration beyond your walls
Easy Access to Information • Quick change • Graph cards • Compound cards • Presentation schemes • Subset tip text • Cascading subsets • Power expand • URL & e-Mail buttons • Attachment count • Column statistics • User definition favorites • Express customization • Logical field tip text • Change templates • Code files delete • Auto logoff • Auto key generation • Open action • Workspaces
Highlight Exception Items
Graph Cards • • • • Graph data on a card – Pie charts, bar charts, stacked bar… Multiple fields, multiple records Drill down to supporting data Customize subsets, sorts, max number
Compound Cards
Column Totals and Statistics
Quick Change
All Available over the Internet
Proactive Notification with Alerts (Ent Int) • Via e-mail, phone or system message • Can also run a program
PO P012345 for $11,283.19 needs approval
ERP
Publish & Subscribe • Let the system notify you – You say when – You say how • Let’s show an example – Notify me when a PO amount exceeds $10,000 – Via e-mail and cell phone
Define the event • • Like a subset Some new features – – – –
Before After Difference % Difference
Flexible notification • • Notify users – E-mail or cell phone ‘Notify’ a program – RPG, XML or transaction
Notify via cell phone
PO P012345 for $11,283.19 needs approval
• • Call this cell phone Display this message
2. Improved Application Functionality • R7 Essentials is the platform for enhancing core applications (EPDM, PM, IFM, etc) • R7 is the platform for integration to Infor Extensions • See April 10 course, R7 for End Users, for more details
Cost Simulation Object
Costed Indented Bill of Material
Summary costs Cost elements
Purchase Requests • New object on main browser • Ties together requisitions – Like a header – Handle requisitions as a group – Makes entering and tracking requisitions easier Purchase Request Buyer: John Doe Whs: Atlanta
REQ
1 Priority: 1 Contract: 123
ITEM QTY DATE
123A 10 Apr 1 2 3 4 5 2546 5938 2019 3876 44 48 14 87 Apr 8 Apr 8 Apr 1 Apr 6
Purchase Requests
From the requisitions Overall status All/Some/None All/Some/None
PO Variance
Define ‘Standard’… Comparison cards
IFM – Functions in process • Phase I – “Establishment” – All table maintenance • Entities, divisions, ledgers, withholding tables… – 45% of menu options • Phase II – “Transactions” – Journal entries – Cash receipts – AR Invoices – AP Invoices • Phase III – “The rest”
Infor Integration-Enterprise Software Bus PO ASN Infor App 1 Infor App 2 Infor App 3
ESB
• Enable functions once to interact with the bus • May now interact with any other application enabled for the bus – Let App 1 = SupplyWEB – Let App 2 = EAM – Both can use PO’s in the ERP system
SupplyWEB: Electronic Comm w/Suppliers Multiple Procurement Methodologies: Scheduled Releases Ship Schedules Discrete Purchases One Way eKanban Pull Signals Supplier Managed Inventory (SMI)
3. Tailor XA to meet your specific needs
Purchased Manufactured
Develop Applications with Integrator • A development environment for the client architecture • A way to integrate non-MAPICS applications or functions
What can you do with it?
• Add features to MAPICS objects • Create new objects • Integrate with other applications • Put other applications into the MAPICS architecture • Expand security options • Manage user definitions & preferences
Application Integration: Quality System • SQL Server tables • Two quality tests for an item – Stress test – Heat test • Two files – Detail file • Trial date, time, user, result – Summary file • Test, # trials, minimum, max, avg
Display SQL Server • • • • • • • • • Views, subsets, sorts Full navigation Navigation history Workbenches Code files Graph cards Compound cards Attachments Column functions
Navigate to SQL Server table
Navigate to SQL Server table • • • • Navigate from iSeries objects to external objects Native menus automatically reflect new choices Consistent UI across platforms Acts like one system to the user
See outside data from within an object • • • Show data in context Cards can be external data sources Drill-down capability across platforms
Now that’s integration!
R7 Integrator – Technical Benefits 1. User Exit Code Generation - reduces development costs and schedules 2. Mass Program Actions – deliver easy-to-use applications to your users 3. Import/Export individual objects - Manage customizations across environments 4. User Preference Administration – provide and manage a consistent interface for your users 5. Integrator Projects and Maintenance History – manage and track your Integrator activities
R7 Enterprise Integrator Features • Objects in Net-Link & System-Link • Security features • More databases • Advanced features • Web services • Publish & Subscribe
Enterprise Integrator-Security layers • Object/field assumes authorized everything • Deployment Profile assumes authorized nothing
UI Deployment Profile Object security What the user chooses to see What is presented to the user What user is authorized to Database All objects and attributes
Release Transparency!
• This is a big deal!
• You plan to be with your ERP system for a long time • A long time = lots of custom project Everything you customize is “transparent” to the release.
• Customized software but not modified • No source code changes • At release time, changes are brought forward and reapplied
4. Connectivity and Collaboration IT Tools are enhanced significantly at R7 – Net Link – System Link – Integrator-Enterprise Integrator • Link business processes outside your 4 walls • Integrate multiple systems • Integrate multiple platforms • Leverage desktop applications
Net-Link • Web inquiry and maintenance over all client architecture applications • Access from anywhere – MAPICS User ID – Whatever additional security you want • Zero-install on user PC – Must have IE 5.5 or higher
Same objects & functions as Power-Link Customer Service Finance Receivables Payables Ledger Engineering Item Revisions Bills of Material Routings Processes Customers Contracts CO’s Shipments Invoices Containers Materials Warehouses Locations Receiving Procurement Requisitions Vendors Buyers PO’s Production Schedules Facilities Operations Planners MO’s
All Available over the Internet
PowerLink – List window
Net Link – List window
System-Link • Program interface tool to MAPICS • XML inquiry and maintenance over all client architecture apps installed • Conceptually like offline load – Much more advanced architecture • Create your own UI (web pages) • Non-UI applications (system-to-system)
System-Link • Provides access to the almost 300 Power Link objects using XML • Honors security • Applies business rules and edits • Includes the Simulator • With Enterprise Integrator access custom/other objects
System Link XML Integration with your web site MAPICS XA XML Request XML Response XSL Apply style sheet A D A P T E R Auth Read Inq Rules Result CAS Security Data Base Edit Rules Update
We give you the XML 1. Display the target view or card in Browser 2. Menu option to get XML – Correct syntax – Includes login – Intelligence – Attributes on cards • Lists cards, too
Define required data Get the System-Link request for this item.
• Item = 1000 • Card file = Item master
…and if you remove a field from a card it will automatically disappear from the XML results
Integrate XA with your web page…
Integrate with Desktop applications
Agenda 1. What is XA Release 7?
2. What are the improvements?
3. Is Release 7 ready for You?
4. Migration Planning 5. Operational Considerations 6. Summary
Is Release 7 Ready for You?
R7 is implemented on a large scale in large companies
– Polaris, hundreds of users, multiple sites – Vestas, hundreds of users, multiple sites, multiple countries
Is Release 7 Ready for You?
R7 is implemented on a large scale in mid-sized companies
“XA R7 has provided an integrated business solution for our company. Information flows seamlessly, and via PowerLink, users are able to quickly access real-time information to make business decisions and respond to issues quickly. It has enabled an improvement of our business processes, and is the backbone of running our business.” VP Finance, industrial equipment manufacturer “XA R7 is a tremendous tool for our business. Users are now able to access key information, without the need for specialized queries and reporting help from IT. The ability and ease of which our people can locate up-to-date data, and export to Excel is extremely valuable.” IT Manager, electronics manufacturer
Is Release 7 Ready for You?
R7 is implemented on a large scale in mid-sized companies
“Finding vital production information, such as customer order and manufacturing order status, is five times faster with XA R7. Once you move to this toolset, you would never want to function without it.” Production Control Manager, Ind Equipment Manufacturer “ The workbench capability in XA R7 allows us to analyze material and purchase requirements exactly how we want to see them. This type of analysis previously required sometimes hours of digging, but is now easily seen on one screen – without having to go to multiple places in the system!” Materials Manager, Ind Equip Mfr “We were sold by the ease with which you can customize the PowerLink user interface. The ability to quickly and easily add custom data files with relationships to XA data, and have those files immediately available in the PowerLink interface is extremely powerful” IT manager, Wire manufacturer
Agenda 1. What is XA Release 7?
2. What are the improvements? 3. Is Release 7 ready for You?
4. Migration Planning
5. Operational Considerations 6. Summary
Define your Vision Office
W S
Single user interface XML Other System WS HTML XML Customize User User Infor XA JDBC Quality Departmental System (SQL Server)
Migration Planning Integrator SystemLink NetLink CSM OBPM EPDM R 7 Java PM MM R 7 Green Screen
Migration Planning Same as R6…..
1. Planning and Preparation 2. Initial Install and Test Migration 3. Integration, Tuning and User Training 4. Final Migration and Go-Live 5. Post-Migration Support Plus….
Migration Planning Create custom R7 checklist based on your path • CISTECH’s template documentation Excel Worksheet * • Update with latest information from Infor • Assign responsibilities and target dates • Manage your implementation effort • Download at XA User Community Site *Not intended to be used as a complete step-by-step guide
Planning and Preparation IT Skills • General OS/400 Administration and Operations including PTF ordering and application • TCP configuration • IFS Structure • Netserver • Websphere (if applicable) • iSeries Navigator
Planning and Preparation
Planning and Preparation • iSeries – Current Performance – CSM • Network – Switches vs hubs (100mb) – Remote Locations • Clients – Memory (256+ free) – Processor – Disk
Planning and Preparation Infor and your affiliate will work with you to verify that your machine will handle new requirements for Java applications (Power Architecture) •Collect performance data •Use capacity planning tools to determine if hardware upgrades are recommended •Perform upgrades in advance Customers who approach R7 implementation this way achieve better results.
Planning and Preparation iSeries Configuration Requirements for Java Architecture • Domain Entry for host to participate on the network • Host Table Entry for identifying the host • Configure Netserver to view IFS directories
Planning and Preparation Network Configuration Requirements • Domain Name Services (DNS) • Must be able to ping using host names: • From iSeries to the PC • From PC to iSeries • Create a share to MAPICS directory in the IFS
Planning and Preparation iSeries IFS Environment • Folders created in IFS when you run environment initialization \\hostname\root\MAPICS\AMALIBx (x=application designator) • Contain Java applications (.jar files) • Client configuration stored here • Fixes for clients are placed in IFS for download and applying to clients at login
Planning and Preparation LinkManager • Manages Java Servers – Power Link – Net Link – System Link • Use Link Manager console to – Move services to auxiliary servers – Start/Stop Environments – Install latest Java PTFs – SH14777 includes Link Manager User Guide
Planning and Preparation Auxiliary Servers: • Improve performance and relieve the workload on the AS/400 resources • Possibly eliminate the need to upgrade provided the machine is not already at capacity Not going from green screen to browser and R7 at the same time • Net Link and System Link a must
Planning and Preparation Select desired machine to run the process
Planning and Preparation Install Powerlink Install Java Runtime Environment • Java Runtime 1.4.2 is required • Installed only once per PC • Navigate to URL for LinkManager or PowerLink installation (in next slides) 1. Click on Java Runtime Environment 1.4.2 in the Title to begin installation 2. Follow prompts and accept certificates
Planning and Preparation Install PowerLink Click
Agenda 1. What is XA Release 7?
2. What are the improvements? 3. Is Release 7 ready for You?
4. Migration Planning
5. Operational Considerations
6. Summary
Operational Considerations XA Java Architecture Basics • Global Environment – Manages Java connections for all environments – 2 Jobs run under QUSRWRK • MPXMGRSRV • MPXREGSRV – Must be started before you can start Environment Java U-job • Will automatically start with the first environment U-job • U-jobs will delay for start of Global Environment – PSICTLJVS Command can be used to start jobs • Scheduled job or part of after commands in iSO backup job • SH14910 – Instructions for Controlling Java Servers
Apply PTFs for Java Architecture • XA Server PTF process has not changed • SH14855 – R7 Client Updates – Download and place in AFDWEB folder – Use command in cover letter to restore to IFS
RST DEV('/QSYS.LIB/QGPL.LIB/SH14855670.FILE') OBJ(('/MAPICS/fixes'))
• Apply using Link Manager • Clients will be updated automatically the next time they connect
Performance Tuning in R7 • Custom subsets and views may cause performance degradation – Complex joins between files – Choosing fields from multiple files – Temporary indexes have to be generated by client job • Create Logical Files to service these custom data base requests • How do you know what files, fields, keys are needed?
– SQL Viewer – iSeries Navigator SQL ….
Performance Tuning in R7 Performance Analysis and Tuning – XA diagnostic tools • CTL + D from summary screen – iSeries Navigator • SQL Performance Monitors – Execute an SQL statement – Analyze Results – List Explainable Statements – Visual Explain – Build the index
Performance Tuning in R7 CTL+D from the Summary info screen
Performance Tuning in R7 SQL Monitor allows you to see SQL statements
Performance Tuning in R7 Select All jobs or specific jobs by job number or user
Performance Tuning in R7 Sort by processing time
Performance Tuning in R7
Performance Tuning in R7 The index advisor will display the file and key fields identified
Agenda 1. What is XA Release 7?
2. What are the improvements? 3. Is Release 7 ready for You?
4. Migration Planning 5. Operational Considerations
6. Summary
Why go to Release 7?
One platform for total enterprise integration Excel Thin Client Web Site Office
W S
XML Other System WS HTML XML Customize User User Infor XA JDBC Custom System (SQL Server) Quality
Summary-Why go to XA 7?
1. My Infrastructure is now ‘nimble’ 2. My ‘Enterprise’ is now connected 3. Information is now available 4. My processes are more streamlined 5. My users are more productive 6. Roadblocks (quality, performance) have been removed