“No Worries” R7 Upgrade Plan

1. “No Worries”R7 Upgrade Plan Ruth A. Pharr Sr. Technical Consultant ruth.pharr@cistech.net

2. Ruth A. Pharr Professional Experience • 20 Years IT and Manufacturing Experience • 11 Years XA Experience • 10 Years AS/400 Installation/Migration Experience MAPICS Experience • 11 Years Development • 9 Years Implementation Recent Customer Success • Volunteer Blind– Successfully migrated them to a new AS/400 and from DB to R7. My background in manufacturing in conjunction with my IT and XA experience allow me to provide my customers a wide range of technical expertise.

3. Agenda • R7 Requirements • Technical Planning • Installation and Migration • Integration and Testing • Go-Live and Support • Summary

4. iSeries Requirements • Minimum OS/400 release level V5R2 • 5722JC1 Toolbox for Java • 5722JV1 Java Developer Kit Options • *BASE Developer Kit for Java • Java Developer Kit 1.3 • Java Developer Kit 1.4 • OS400 (5722SS1) Option 30 – QSHELL • 5722TC1 TCP/IP Connectivity Utilities

5. R7 Requirements iSeries Requirements • Latest iSeries fixes (V5R4) SF99540 Latest cumulative package SF99504 Database PTFs Critical for performance SF99539 Group Hipers SF99291 Java PTFs Critical for R7 clients

6. R7 Requirements XA Requirements • RPG Compiler (for migration tools) • XAR6 client must be at level 17 or higher or conversion will not work User definitions Integrator customizations

7. Technical Planning R7 Online Questionnaire http://support.mapics.com/r7orderhm.htm • Required to order R7 • Can your iSeries run R7 clients • Ensure successful implementation • Current system configuration • 5250 users and Power users • Typical PC configuration • Will you need help

8. Technical Planning

9. Technical Planning Infor and your affiliate will work with you to verify that your machine will handle new requirements for Java applications (Power Architecture) • Collect performance data • Use capacity planning tools to determine if hardware upgrades are recommended • Perform upgrades in advance Customers who approach R7 implementation this way achieve better results.

10. Technical Planning Create custom R7 checklist based on your path • CISTECH’s template Excel Worksheet * • Update with latest information from Infor documentation • Assign responsibilities and target dates • Manage your implementation effort *Not intended to be used as a complete step-by-step guide

11. Questions on R7 Requirements or Technical Planning?

12. Technical Planning Five Phases • Planning and Preparation • Initial Install and Test Migration • Integration, Tuning and User Training • Final Migration and Go-Live • Post-Migration Support

13. Technical Planning 1. Planning and Preparation • Review R7 application changes • SH14411 Technical Newsletter • Review R7 Upgrade information • SH14412 Technical Planning Guide • SH14413 R7 Install/Upgrade Guide • SH15308 R5/R5.5/R6 to R7 Migration Steps • Check Third-Party Applications • Analyze changes to custom code

14. Installation and Migration 2.Initial Install and Test Migration • Enter keys • Perform initial installation (CAS) • Install applications that will be migrated to R7 and run tailoring • Apply latest PCMs • Download and apply migration fixes • Run migration process

15. Installation and Migration • XAR6 to XAR7 Migration Example: • Same applications installed in the from and to environments • Turn off install flags for any new applications • See SH15308 cover letter • Verify migration was successful • View migration report MIGXAR7P

16. Installation and Migration

17. Installation and Migration

18. Installation and Migration • Date 2/02/06 Time 9:24:14 File Migration Report Listing MIGR6R7P • THE MIGRATIONS WERE SUCCESSFUL FOR ALL OTHER INSTALLED APPLICATIONS • ** END OF REPORT **

19. Integration and Testing 3. Integration, Tuning and User Training • Integrate R7 with custom code CISTECH’s Upgrade Assistant: • Minimize effort and cost • Minimize risk • Tune the environment (clients) • Conduct User Training

20. Questions on R7 Migration or Integration?

21. Go Live and Support 4. Final Migration and Go-Live • Download and apply latest migration tool fixes • Run migration process again 5. Post-Migration Support • User Support • Download/apply PTFs as needed • Client Tuning

22. Summary R7 requires extra planning, particularly with the client applications Minimum OS Release is V5R2 R7 server installation has not changed R7 migration supported for R4, R5 & R6 You have resources and tools to help you succeed

23. R7 Implementation Java Architecture Implementation

24. Agenda • R7 Requirements • Host and Network Configuration • R7 Java Architecture • Client Installation • Performance Considerations • Helpful Resources • Summary

25. R7 Requirements IT Skills Needed • Familiar with iSeries Integrated File System (IFS) • Experience configuring TCP/IP on the iSeries • Basic networking skills • Understanding of iSeries Database (for tuning clients by creating logical files)

26. Questions On R7 Requirements?

27. Host Configuration iSeries Configuration Requirements • Domain Entry for host to participate on the network • Host Table Entry for identifying the host • Configure Netserver to view IFS directories

28. Host Configuration CFGTCP Option 12

29. Host Configuration CFGTCP Option 10

30. Network Configuration Network Configuration Requirements • Domain Name Services (DNS) • Allows name resolution • No DNS? • Must be able to ping using host names: • From iSeries to the PC • From PC to iSeries • Create a share to MAPICS directory in the IFS

31. Questions On Configuration?

32. Client Installation SH14777 (download from E:Info) • Installation Guide for R7 Clients • LinkManager User Guide • New Features at latest fix level Install IFS Client Objects from CD (SH14608) • Restore server objects to the AMXLIBx library • Initialize IFS for the environment • Sign on to environment as QSECOFR • Enter the XA environment to be installed • Key INZIFS on command line • Enter to accept English as default help text

33. Client Installation Start the Global Environment • Log on to iSeries • Start Global Environment PSICTLJVS ENV(xy) UJOB(PSVJUP) OPTION(*GLOBAL) (xy) is the environment designator • WAIT for the two jobs in QUSRWRK to reach JVAW status • MPXREGSRV • MPXMGRSRV IMPORTANT: Do not start U-jobs for environment until instructed to do so in the installation guide

34. Client Installation

35. Client Installation Install Java Web Start 1.4.2 (if not already installed) Open your web browser and Navigate to this address Http://<<host>>.<<domain>>:36001/LinkManager/ (host) is the name of your iSeries (domain) is the name of your domain Click on Java Runtime Environment 1.4.2 in the body to begin installation Follow prompts and select a typical installation

36. Client Installation Install LinkManager Only IT Personnel PCs or a server Open your web browser and Navigate to this address Http://<<host>>.<<domain>>:36001/LinkManager/ (host) is the name of your iSeries (domain) is the name of your domain Click on Infor XA Link Manager in the title to begin installation Follow prompts and accept certificates

37. Client Installation • Click

38. Client Installation

39. Client Installation

40. Client Installation Install PowerLink • Apply client fix package before initial installation of PowerLink SH14855 (look for future session on PTFs) • Start U-Job for MAPICS Java Server in the desired environment • PSICTLUJB ENV(xy) UJOB(PSVJUP) REQUEST(*START) • OR Start the PSVJUP U-Job in CAS NOTE: Conversion of User Definitions and Integrator Business Objects will occur the first time you start the U-Job for the environment (after a data migration) • Wait for U-Job to become active

41. Client Installation • PSVJUP is active • Active Job is in DEQW status

42. Client Installation Install PowerLink • Navigate to this address Http://<<host>>.<<domain>>:36001/PowerLink/xy (host) is the name of your iSeries (domain) is the name of your domain (xy) is the designator for the R7 environment • Install Java Runtime (if not already installed) • Click on Infor XA Power-Link R7 in the title to begin installation • Follow prompts and accept certificates

43. Client Installation • Click

44. Client Installation

45. Client Installation

46. Questions On Client Installation?

47. Client Installation Install NetLink • NOTHING TO INSTALL • Web Browser Access over Internet • Navigate to this address Http://<<host>>.<<domain>>:36001/NetLink/ (host) is the name of your iSeries (domain) is the name of your domain

48. Client Installation

49. Client Installation

50. Client Installation NetLink vs. PowerLink Create, Change, Copy and Delete actions are supported in both The following are available only in PowerLink: • Mass actions (Mass change, mass delete…) • Quick Change, Compare, Host Print and Host Jobs • Wizards (MO close, Create PO from requisition, Check Component Availability…)