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Jennifer Lisser – Dorner Manufacturing Bob Herold – Bruno Independent Living Aids

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Presentation on theme: "Jennifer Lisser – Dorner Manufacturing Bob Herold – Bruno Independent Living Aids"— Presentation transcript:

1 Jennifer Lisser – Dorner Manufacturing Bob Herold – Bruno Independent Living Aids

2 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 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 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 Upgrade to latest 8.03 (409c) Direct Upgrade Utility (9.05.604a) Upgrade to required 9.05 (607a) Send Database for test upgrade Send Database for final upgrade Epicor Data Conversion: Upgrade to latest 8.03 (409c) Upgrade to latest 9.04 Upgrade to latest 9.05 Manual Conversion: Direct Upgrade Utility:

6 409C 2003 R2 64-bit SQL 2005 32-bit Vantage 8.03.409C 32-bit Progress 10.1b 32-bit Data Upgrade 2008 R2 64-bit SQL 2005 64-bit SQL2008 R2 64- bit Epicor 9.05.604a 32-bit Progress 10.2a 32 bit Test Environment 2008 R2 64-bit SQL 2008 R2 64-bit Epicor 9.05.606 64-bit Progress 10.2a 64-bit 904 schema update 904 data conversion (multithread) 905 schema update 905 data conversion GL conversions 409C data conversion 905.606 conversion

7 409C Server VMware 3.5 ESX Server 2003 R2 32-bit SQL 2005 32-bit Progress and Vantage 32-bit Low end system to get current version to 409c and run Part 1 of UOM conversion Epicor 9.05.606 Dell Precision Workstation Dual Quad Core Pentium 32 GB Memory 2 Raid 1 256 GB SSD drives 2008 R2 and SQL 2008 R2 64-bit Progress and Epicor 9.05 32-bit

8 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 *

9 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)

10 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

11 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

12 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

13 Epicor 905 Feature Summaries px px Epicor 9.05 eBook Guides Epicor 9 Performance Tuning Guide (Virtual Environment) /trPerformanceTuningVirtual.pdf /trPerformanceTuningVirtual.pdf Performance Tuning Guide (SQL) /AdvTopPerformanceTuningSQL.html /AdvTopPerformanceTuningSQL.html Schema Changes v803400 to Epicor 9 mary/.../SchemaChanges.html mary/.../SchemaChanges.html

14 Additional Discussion or Questions

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