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Upgrade Utility/PassThru Beta

Upgrade Utility/PassThru Beta. Jennifer Lisser – Dorner Manufacturing Jennifer.lisser@dorner.com Bob Herold – Bruno Independent Living Aids Bob.herold@bruno.com. Outline. PassThru Beta Program Background Upgrade Utility Software released GA New options to get upgraded to Epicor 9.05.X

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Upgrade Utility/PassThru Beta

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  1. Upgrade Utility/PassThru Beta Jennifer Lisser – Dorner Manufacturing Jennifer.lisser@dorner.com Bob Herold – Bruno Independent Living Aids Bob.herold@bruno.com

  2. Outline • 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 • Recommendations • Why do it? • Additional Discussion or Questions

  3. PassThru Beta Program • 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

  4. Upgrade Utility • 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

  5. Data Migration Options Epicor Data Conversion: Manual Conversion: Direct Upgrade Utility:

  6. Dorner Environment 904 schema update 904 data conversion (multithread) 905 schema update 905 data conversion GL conversions 905.606 conversion 409C data conversion

  7. Sample Checklist – Upgrade process • Restore live database to 409c conversion box • Remove any SQL custom items • Run 409c data conversion • Run UOM scan • Backup MfgSys & UOM databases • 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 *

  8. Sample Checklist – Post Upgrade • 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 • 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)

  9. Recommendations • 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: • Custom tabs “gone” • BPM methods change • BAQ field formatting • Menus orphaned • Default report styles lost

  10. Why Upgrade? • 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

  11. Why Upgrade? continued • 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

  12. Resources on EpicWeb • Epicor 905 Feature Summarieshttps://epicweb.epicor.com/Education/Pages/FeatureSummaries.aspx • Epicor 9.05 eBook Guideshttps://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)https://epicweb.epicor.com/Education/OnlineHelpFeatureSummary/.../AdvTopPerformanceTuningSQL.html • Schema Changes v803400 to Epicor 9https://epicweb.epicor.com/Education/OnlineHelpFeatureSummary/.../SchemaChanges.html

  13. Additional Discussion or Questions

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