xa r7.8 upgrade process and technical overview ruth anne pharr sr. it consultant, cistech inc

XA R7.8 Upgrade Process and

Technical Overview

Ruth Anne PharrSr. IT Consultant, CISTECH Inc.

Release 7.8 Upgrade Process

• Prerequisites

• Obtain the Software

• PCM Apply Process

• Client Upgrade

• Installation of Power Architecture• Link Manager

• Power Link

• Auxiliary Machines

Pre-requisites

• Functional Release 7 Environment at PCM level 4438 or higher

• Backup of XA IFS Directories

• Review Informational PTF’s • SH15496

• SH15510

• SH15511

• Evaluate your custom code

Release 7.8 Media

Download

Center

Log in and navigate to Enterprise Resource Planning ERP XA R7

Release 7.8 Media

R7.8 ERP XA Client Applications – IDF Mar 27, 2008 Download Log

R7.8 ERP XA PCMs Mar 27, 2008 Download Log

Release 7.8 Media

Order CD

Download ISO Images

PCM Apply Process• Prerequisite PTF’s for ALL XA R7 Environments

– SH15532

• Prerequisite PTF for PCM– SH15495

• ACSAPPLY– Apply from Disk– F08 to Auto Select– Update all shared environments

• Post-requisite– SH14872

PCM Apply Process

– Migration of Kit Components

• COM/CSM and EPDM are installed and active

• CVTCOMKIT and F04

Client Upgrade• PCM must be applied

first– SH15497

• Download SH15506 from Download Center

• Installed from PC– PC must be connected

to same local network as the iSeries

– IFS Install CD’s and INZIFS no longer needed

• Download SH15507

Client Upgrade

• Stop all R7 Environments

• Load/Insert install media into PC– CD– ISO image– StartHere.html

Client Upgrade

• Install.exe in root directory

• Install status

Client Upgrade

• First installation, take defaults– Installs IFS

structure– Installs Link

Manager and Power Link

Client Upgrade

Client Upgrade

Release 7.8 Media

Select to start the global environment– Ensures

environment is functioning properly

Client Upgrade

Client UpgradeStart the

Global Environment– This may take

some time

– Completion will initiate client installation if selected

Client Upgrade

• Install XA Client and Link Manager– Default

information

– Provide default environment

Client Upgrade

• Auxiliary Machines – Uninstall and

reinstall– Host machine

information– Install as

windows service

Client Upgrade

• Start Link Manager– Default

information provided

Release 7.8 Media

• Apply Updates– Download

SH15507

– Select Configuration tab

– Select environment object

Client Upgrade

• Apply Updates– Select Build

version

– Staged apply

– Auto Advance

• Start the environment

CONGRATULATIONS!

What we Learned

• Functional Release 7 environment is critical– Contain Issues to 7.8

• Back-Up IFS Directories– Restructure of IFS Directories

• Orphaned directories in the IFS• Re-apply Updates to newly created

environments

What we Learned

Software Download– Performance

• Internet Bandwidth

• www.freedownloadermanager.org

– Working with ISO images• Iseries

• Windows

New Link Manager

• Administration– Status

• Monitor performance

• Make adjustments

New Link Manager

– Client messages

• Send alerts and requests to Power Link and Net-Link users

New Link Manager• Configuration

– Environments• List, status, fix level

– Machines• Host and Auxiliary

– Tasks• Event Queue for host

machine

– User Profiles• XA authorized and status

– Workstations• IP, User, operating

system

New Link Manager

• Configuration– User Logins

• View settings, statistics and workstation information

– Fix Levels• Apply updates

and view history

Technical InformationTechnical InformationRuth PharrRuth Pharrruth.pharr@cistech.netruth.pharr@cistech.net704-814-0007704-814-0007

Sales InformationSales InformationBen McCormickBen McCormickben.mccormick@cistech.netben.mccormick@cistech.net704-814-0016704-814-0016

Thank You!

CISTECH Upgrade Offerings

Effortless Upgrade

Upgrade Assistant Services

CISTECH UPGRADE OFFERINGS

Get to R7.8 the easy way – with CISTECH’s Effortless Upgrade Offering!!

$9,550

Includes one environment, Upgrade Assistant report and Ruth Anne!!

Travel time and expense not included

CISTECH’S “EFFORTLESS” UPGRADE OFFERING

PHASE I

R7 Test Environment and Assessment

Step 1- Engage with CISTECH – Take advantage of our free iSeries analysis

CISTECH and Infor experts will help you collect and analyze technical information from your existing iSeries and determine whether hardware changes are needed to support R7.

Step 2 - R7 Test Environment and CISTECH’s Upgrade Assistant service

CISTECH technical professionals will travel to your site (in some cases remote support is possible) and install and configure an R7 test environment. We set up PowerLink and tailor the iSeries server. While on site, we run CISTECH’s Upgrade Assistant (UA) product, which identifies any customer programs, reports, and queries that must be updated or recompiled to work with R7.

Identifies XA files and programs used by custom code.• Quickly identifies what customizations will be affected by changes to XA

in the new release, reducing time and effort of analysis• Many companies aren’t sure how many customizations they have, what or

where they are, or what XA objects they use. Upgrade Assistant identifies affected objects quickly, potentially saving significant time and money.

Determines if these XA objects have changed by comparing the Current and Target Release environments.

Provides analysis and prioritization tool to quickly determine what changes require in depth analysis, those that require simple recompile, and those

that can be ignored.

CISTECH Upgrade Assistant

PHASE II Programming effort – not included in offering

Step 3 - Update Programs to R7 CompatibilityArmed with the Upgrade Assistant report, you can quickly identify required program changes andupdate that code. CISTECH’s experienced XA programmers are available to assist in this effortfor an additional fee.

Step 4 - R7 Development – Enterprise Integrator and System Link (optional)Improved application development is a significant benefit of R7. System Link and EnterpriseIntegrator tremendously expand XA’s capabilities. Build your own objects, link to externaldatabases, create Web portals for your customers and vendors, link to websites – thedevelopment possibilities are endless with these R7 tools. In addition, many customers choose touse these tools to re-architect custom green screen applications identified into PowerLink objects.

CISTECH’S EFFORTLESS UPGRADE OFFERING

PHASE IIIProduction Migration, Training and Go Live

Step 5 - R7 Support TrainingOur experts train your IT staff how to support and secure XA R7

Step 6 - Final Migration of Data for Go LiveAfter testing, our technical experts will return to your site for a final migration of data into yourproduction environment

Step 7 - Go LiveWe support your ‘go live’ activity and ensure a successful implementation .

CISTECH’S EFFORTLESS UPGRADE OFFERING

For more information about our offerings please visit:

www.cistech.net

Or contact:

Ben McCormick

Ben.mccormick@cistech.net

704-814-0016