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Lawson Upgrades. UNIX/Windows 7.2 to 8.0 ROMLUG June 5 th , 2002. Upgrade Overview. Purpose is to move application data between major releases Main considerations are Preserve data integrity Preserve existing functionality Only implement required new functionality. Terminology. Patch
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Lawson Upgrades UNIX/Windows 7.2 to 8.0 ROMLUG June 5th, 2002
Upgrade Overview • Purpose is to move application data between major releases • Main considerations are • Preserve data integrity • Preserve existing functionality • Only implement required new functionality
Terminology • Patch • Update to fix a specific bug • Cyclical/Service Pack • Periodic update change that contains all patches • Upgrade • Major update change which requires special programs • Migration • Platform change (May also require cyclical or upgrade) • Conversion • Non-Lawson data to Lawson • Upgrade without using upgrade programs
Training • Application differences classes • Security • Environment • Install • Upgrade
Technical Overview Version Requirements Environments Storage Requirements Customizations Security Purging
Version Requirements • Environment 7.3.3+, Application 7.2.4+ • Also check for required upgrades of: • Operating System • Database • BSI Tax Factory • COBOL – new licensing for 8.0 environment • C Compiler • CCS • SEA • Perl – new to 8.0 applications
Environment – 7.3 vs. 8.0 • It is highly recommended that you upgrade within one environment • If not possible, source and target environments should be the same version • If you are using multiple environments, additional setup will be required
Storage Requirements • Upgrade requires 3 product lines • Production – 7.2 • Not touched in the upgrade process • Source – copy of production • Required because you must upgrade from a static product line • Can be a currently installed test product line • Target – 8.0 • Will become your future production product line • Some temporary space for dump files • Report space
Purging • Purging • Purging permanently removes records • Tape file created would need conversion to load • Purging always improves an upgrade • Reduces database size • Removes older, usually converted, data • Reduces potential upgrade issues • Reduces temporary space required
Customizations • Database • Modified Lawson files • Custom file • Added index • Program • Modified lawson programs • Custom programs
Security • Two options • Security can be copied • Holes will be created because of new screens and fields • Needs to be thoroughly tested and adjusted • More risky • Re-implement • Allows you to more efficiently use the new functionality • Allows you to revisit your company’s security policy and implementation
Product Line Setup • The following will need to be set up for new product line/database • Job definitions, including multi-step jobs • Recurring jobs • Custom menus • UNIX/Windows scripts • Reporting tools
Data Upgrade Overview Data Flow Upgrade Steps Between Upgrades
Upgrade Steps - Source • Setup • Enter information required by new version • Prejob • Checks for setup completion and data errors • Unload • Unloads files that require data changes to CSV • Reorg (if in same env) • Upgrades files that do not require data changes
Upgrade Steps - Target • Reorg (if between envs) • Upgrades files that do not require data changes • Load • Loads CSV files that were unloaded from • Postjob • Updates flags and other fields • Some user set up required to finalize upgrade • Data verification • Compare reports from both versions
Contingency Plan • Methodology includes contingency plan • Production product line is never affected • Determine “point of no return” for your system • System Parallel is an option
Upgrade Tips • “dbcopy” command - used for reorgs • Can be run from command line with scripts • Multi-thread jobs • Use Lawson’s job queues to efficiently multi-thread processes • Turn off database archiving • Will speed up upgrade and prevent logs from filling up • TEST, TEST, TEST • Majority of project plan is user testing
Upgrade Information Packet • Planning Your Upgrade • Checklist, Methodology, Flowchart, Disk Space, Mods • Upgrade Checklists • All steps needed to complete upgrade • Upgrade References • Menu system, setup info, prejob info, postjob info, verification reports, upgrade program info • (Database File Changes) - downloaded • All database changes
Support Lawson Global Support Center Consulting Services support.lawson.com
Lawson Global Support Center • Upgrade support group • Trained in upgrade procedures • Call them first • Application support groups • Do not know upgrade procedures • Call if you are in final system testing and you believe it is an application issue • Environment support group • Call with installation and operation issues
support.lawson.com • Release notes • Conversion and Interface file layouts • Upgrade planning information • Frequently asked questions • Issue resolution • Updates • Partners
Upgrade While Active • Requires 8.0 Environment for PROD • Only to 8.0.3 Application • Still upgrade from TEST • Triggering turned on in PROD • Copy triggered data to TEST • Upgrade only triggered data • Repeat until run time small enough