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Upgrading MFG/PRO: Where Do I Start?

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Upgrading MFG/PRO: Where Do I Start?. Steve Lamb QAD . Agenda: Where do you start? . What is the number of individual databases? How many custom programs? – Interfaces, wrappers, reports Any custom programs for security? Password expiration Password Complexity Password Reset

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agenda where do you start
Agenda: Where do you start?
  • What is the number of individual databases?
  • How many custom programs?

– Interfaces, wrappers, reports

  • Any custom programs for security?
    • Password expiration
    • Password Complexity
    • Password Reset
  • Number of EDI trading partners
some reasons for upgrade
Some Reasons For Upgrade
  • MFG/PRO Version has been retired by QAD Inc. (limited support, no bug fixes)
  • 21 CFR part 11 and SOX Compliance module availability (Enhanced Controls)
  • Financial consolidation in MFG/PRO offers improved functionality over older versions
  • Take advantage of new additional functionality
mfg pro upgrade
MFG PRO Upgrade

Project Scope:

  • Upgrade ERP system to latest release – “Technical Upgrade”
  • Enable Sarbanes-Oxley compliance by implementing Enhanced Controls Module (Audit Trails)
  • Implement process improvements through MFG/PRO control setup
  • FDA Validation of eB2.1 will be the same modules as currently validated in V
technical assessment
Technical Assessment
  • Technical Scan of current environment
  • Hardware planning
  • Software planning
  • Detailed migration plan
eb2 1 technical conversion guidelines
eB2.1 Technical Conversion Guidelines
  • Pre-conversion tasks
  • Security and administration
  • Custom schema, views and browses
  • Custom program upgrade
pre conversion tasks
Pre-Conversion Tasks
  • Using the new Fixed Assets? Plan on conversion time
  • Convert all databases to GTM-based taxes performed in MFG/PRO Version 9.0
  • EDI & EMT Upgrade Analysis
security and administration
Security and Administration
  • Existing security model definition
    • Database versus domain
    • Segregation of duties
    • Roles varied by database
  • Administration set-up analysis
    • Printer set up and move
    • Operating System user set-up
    • Custom menu access and security
custom schema views and browses
Custom Schema, Views and Browses
  • Analyze custom tables
    • Where to incorporate ‘domaining’ functionality
  • Apply domain schema tool utility
  • Identify custom views and browses
    • Do views and browses require domain
  • Apply domain logic to views and browses
    • Global_domain
custom program retrofit
Custom Program Retrofit
  • Custom program analysis and prioritization
    • Custom programs and business process reviewed on application to insure requirements going forward
  • Domain code conversion utility
  • Retrofit using MFG/PRO programming standards
    • .Net - compatible
    • Upgradable
domain merge guidelines
Domain Merge Guidelines
  • Data analysis
    • Data analysis performed to ensure that the data would be accurate when merged
  • Data synchronization
    • Guidelines for keeping data standardized across domains
  • Language consideration
data analysis
Data Analysis
  • Non-domained and domained table data analysis
    • Consistency of data in non-domained tables is critical
  • Data normalization
    • Where necessary and possible
  • Exchange-rate usage
    • Sequence numbers can conflict
    • Utility required
language consideration
Language Consideration
  • Code page consideration
  • Shared data consideration
  • Start-up scripts set-up
data synchronization
Data Synchronization
  • Define data replication model
  • Define replication data sets
  • Define replication mechanism
technical implementation details
Technical Implementation Details
  • MFG/PRO eB2.1 database conversion
  • eB2.1 database merge
  • Testing
  • Training
  • Live processing on eB2.1
eb2 1 database conversion and merge
eB2.1 Database Conversion and Merge
  • Pre-conversion tasks
  • Buffer-copy / in-place conversion
  • Post-conversion tasks
  • Prepare databases using domain merge guidelines
  • Select target database
  • Execute merge utility
  • Validation of merge database
  • Batch script upgrade
  • Test environment set-up
  • Technical environment testing
  • Conversion and merge process testing
technical training suggestions
Technical Training Suggestions
  • eB2.1 System Admin training
  • .Net System Admin training
  • Progress OpenEdge 10 training
application upgrade
Application Upgrade
  • Identify data for normalization either now or in future
  • Implement security roles and matrix in accordance with SOX requirements
  • Implementation of user roles
  • Assigning users to security roles
  • Review and approval of roles in accordance with SOX segregation of duties compliance
  • Implementation of additional application controlsfor SOX compliance
eb2 1 architecture
eB2.1 Architecture
  • Linux Operating System
  • PROGRESS Open Edge 10
  • MFG/PRO eB2.1 Service Pack 3
    • 1 MFG/PRO database with 23 domains
    • 3 domains added for consolidations
      • 1 USD Domain
      • 1 CAD Domain
      • 1 EUR Domain
  • EDI upgraded to eB2.1
  • Desktop interface rolled out selectively
audit trails for sox compliance
Audit Trails for SOX Compliance
  • Purchase Orders
  • Accounts Payable
  • Sales Orders
  • Invoicing
  • Accounts Receivable
  • Customer and Vendor Address Records
  • General Ledger
  • Multi-Currency
  • Fixed Assets
  • Product Lines
project challenges
Project Challenges
  • Knowledge of current system and processes
  • Time-driven processes
  • Staffing levels and time commitment
  • Sarbanes-Oxley reviews occurring simultaneously
  • cGMP validation and compliance
  • “Out of Scope” issues
project challenges continued
Project Challenges – continued
  • Overestimation of MFG/PRO knowledge by end users
  • Difficulty extracting data
  • Functional differences between legacy and MFG/PRO systems
  • Competition for resources
    • General business requirements competed for personnel
  • Training requirements disengaged team for several weeks
go live implementation
Go-Live Implementation
  • Conversion of 20 MFG/PRO 9.0 databases to eB2.1
  • Merge all eB2.1 databasesinto a single eB2.1 database with 20 domains
  • cGMP (FDA) validation of merged eB2.1 database
  • SOX compliance wherever possible
  • Realizing full value of MFG/PRO as an organization
  • Close working relationship between QAD and customer
  • The customer has been able to reach out to all levels of personnel and management at QAD (Sales, Services, Executive)
  • Best-practice approach to implementationand system documentation

Steve Lamb