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Upgrade Utility/PassThru Beta. Jennifer Lisser – Dorner Manufacturing [email protected] Bob Herold – Bruno Independent Living Aids [email protected] 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

Upgrade Utility/PassThru Beta

Jennifer Lisser – Dorner Manufacturing

[email protected]

Bob Herold – Bruno Independent Living Aids

[email protected]

outline
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
passthru beta program
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
upgrade utility
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
data migration options
Data Migration Options

Epicor Data Conversion:

Manual Conversion:

Direct Upgrade Utility:

dorner environment
Dorner Environment

904 schema update

904 data conversion (multithread)

905 schema update

905 data conversion

GL conversions

905.606 conversion

409C data conversion

sample checklist upgrade process
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 *
sample checklist post upgrade
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)
recommendations
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
why upgrade
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
why upgrade continued
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
resources on epicweb
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
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