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Upgrade Utility/PassThru Beta

This document outlines the essentials of upgrading to Epicor 9.05, including the PassThru Beta Program's background and objectives. Launched in Fall 2010, the program engaged approximately 15 customers to overcome upgrade challenges. We cover hardware and software requirements, upgrade processes, and the significance of transitioning from Vantage 8.03 to Epicor 9.05. Additionally, we provide detailed pre and post-upgrade checklists, recommendations for a smooth transition, and resources for further support. Don’t miss the chance to benefit from enhanced features and improved functionality.

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Upgrade Utility/PassThru Beta

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  1. Upgrade Utility/PassThru Beta Jennifer Lisser – Dorner Manufacturing Jennifer.lisser@dorner.com Bob Herold – Bruno Independent Living Aids Bob.herold@bruno.com

  2. 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

  3. 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

  4. 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

  5. Data Migration Options Epicor Data Conversion: Manual Conversion: Direct Upgrade Utility:

  6. Dorner Environment 904 schema update 904 data conversion (multithread) 905 schema update 905 data conversion GL conversions 905.606 conversion 409C data conversion

  7. 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 *

  8. 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)

  9. 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

  10. 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

  11. 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

  12. 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

  13. Additional Discussion or Questions

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