9.05 install Blank Title 92900

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1
Based upon what epicor support has said. Although you can convert your existing
crystal XI report to crystal 2008 their is an issue with dynamic parameter which
causes the headache. Based upon what I have seen the dynamic parameters does
not present the data for users to select from.




________________________________
From: "Hernandez, Dolores" <dhernandez@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Tue, August 24, 2010 8:46:05 AM
Subject: RE: [Vantage] 9.05 install

Â
Paul,

Why would you have to rewrite reports (other than for schema changes)?

Thanks,
Dolores

________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Paul
L Bennett
Sent: Monday, August 23, 2010 3:38 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] 9.05 install

Greg,

We moved from 8.03 to 9.05 sucessfully using the document but they were
challenges. I suggest you do the installation on a test machine repetatively
until you are comfortable before you move to your production system. Make sure
you have atleast 10GB free on your C drive other wise horrors. I had an issue
with INS-STK transactions being duplicated in my data base but this seems to
only occur in some clients i.e. this issue is not wide spread...) Sigh I am
still waiting to have this resolved....Hmmmm. Anyhow you need to determine
whether you are going to the 64 bit progress or 32 unless you are SQL. A word
for the wise reports will have to be re-written so get going early....If I have
any further thought I will surely let you know

Paul

________________________________
From: greg.middleton11
<greg.middleton@...<mailto:greg.middleton%40machspec.com>>
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Sent: Mon, August 23, 2010 3:09:59 PM
Subject: [Vantage] 9.05 install

We are currently on Vantage 6.1 and upgrading to 9.05. We would like to install
9.05 ourselves on a new server using the Epicor 9.05 Installation Guide, and let
Epicor do the data conversions for us. Has anybody successfully completed this
installation just using the Installation Guide and not using Epicor services to
install? Is the Install Guide complete and accurate enough to get us there?
Thanks.

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]







[Non-text portions of this message have been removed]
2
We are currently on Vantage 6.1 and upgrading to 9.05. We would like to install 9.05 ourselves on a new server using the Epicor 9.05 Installation Guide, and let Epicor do the data conversions for us. Has anybody successfully completed this installation just using the Installation Guide and not using Epicor services to install? Is the Install Guide complete and accurate enough to get us there? Thanks.
3
We have its complete enough, as with any of their docs its crappy on the
details but not impossible. It all depends on how familiar you are with the
product itself. But definitely doable
Sincerely
Jose C Gomez

http://www.josecgomez.com


On Mon, Aug 23, 2010 at 3:09 PM, greg.middleton11 <
greg.middleton@...> wrote:

>
>
> We are currently on Vantage 6.1 and upgrading to 9.05. We would like to
> install 9.05 ourselves on a new server using the Epicor 9.05 Installation
> Guide, and let Epicor do the data conversions for us. Has anybody
> successfully completed this installation just using the Installation Guide
> and not using Epicor services to install? Is the Install Guide complete and
> accurate enough to get us there? Thanks.
>
>
>


[Non-text portions of this message have been removed]
4
Greg,

We moved from 8.03 to 9.05 sucessfully using the document but they were
challenges. I suggest you do the installation on a test machine repetatively
until you are comfortable before you move to your production system. Make sure
you have atleast 10GB free on your C drive other wise horrors. I had an issue
with INS-STK transactions being duplicated in my data base but this seems to
only occur in some clients i.e. this issue is not wide spread...) Sigh I am
still waiting to have this resolved....Hmmmm. Anyhow you need to determine
whether you are going to the 64 bit progress or 32 unless you are SQL.  A word
for the wise reports will have to be re-written so get going early....If I have
any further thought I will surely let you know

Paul




________________________________
From: greg.middleton11 <greg.middleton@...>
To: vantage@yahoogroups.com
Sent: Mon, August 23, 2010 3:09:59 PM
Subject: [Vantage] 9.05 install

Â
We are currently on Vantage 6.1 and upgrading to 9.05. We would like to install
9.05 ourselves on a new server using the Epicor 9.05 Installation Guide, and let
Epicor do the data conversions for us. Has anybody successfully completed this
installation just using the Installation Guide and not using Epicor services to
install? Is the Install Guide complete and accurate enough to get us there?
Thanks.







[Non-text portions of this message have been removed]
5
Greg,



I am in the midst of a 6.1 to 9.05 "upgrade". Technically, we decided to do
a new install. With 11 years of data in the 6.1 version, we felt to do a
data conversion up was simply going to bring too much garbage up. Our
intent is to do a fresh install, and continue to run 6.1 on a different
server for a year or two for historical information.



Kevin Simon

SimsTrak Consulting



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
greg.middleton11
Sent: Monday, August 23, 2010 3:10 PM
To: vantage@yahoogroups.com
Subject: [Vantage] 9.05 install





We are currently on Vantage 6.1 and upgrading to 9.05. We would like to
install 9.05 ourselves on a new server using the Epicor 9.05 Installation
Guide, and let Epicor do the data conversions for us. Has anybody
successfully completed this installation just using the Installation Guide
and not using Epicor services to install? Is the Install Guide complete and
accurate enough to get us there? Thanks.





[Non-text portions of this message have been removed]
6
Good Day Greg:

I think you have to goto to 8.nn from 6.nn, then goto 9.nn.

We had Epicor do the install, and after seeing its complexity, we
are glad we did.
We went from MANAGE-2000 and not Vantage, but it was the install
that was complex in itself.

The data migration has been really tough, even though they did have
Templates, since MANAGE-2000 was an Epicor product. But we had a LOT of
records - 292,000 in the Parts master and 1.2 million in BOM ( we are
only bringing over 400,000.

Sun Is on M2K 7.0 SP 5 (Informix) but,
Going to: Epicor 9, 9.05.600B.2 SQL (go live date is 11/1/10)



len.hartka@...
Leonard C. Hartka, IT Director\ERP Manager
Sun Automation Group
66 Loveton Circle
Sparks, Md. 21152
410-329-3560 ext. 120
410-329-3564 FAX
443-255-7192 Work Cell
len.hartka@...

www.Sunautomation.com <http://www.sunautomation.com/>


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of greg.middleton11
Sent: Monday, August 23, 2010 3:10 PM
To: vantage@yahoogroups.com
Subject: [Vantage] 9.05 install




We are currently on Vantage 6.1 and upgrading to 9.05. We would like to
install 9.05 ourselves on a new server using the Epicor 9.05
Installation Guide, and let Epicor do the data conversions for us. Has
anybody successfully completed this installation just using the
Installation Guide and not using Epicor services to install? Is the
Install Guide complete and accurate enough to get us there? Thanks.






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[Non-text portions of this message have been removed]
7
Hello,

We are about to embark on the exact same upgrade but we are having difficulty finding even the Installation Guide online? We are still awaiting the arrival of our software. Would it be possible to email me the guide to jseeman@...

Will you be staying with the progress back end or are you converting to SQL? What are the data conversion routines like to migrate? Were there any specific items to do before the conversion takes place?

We are wishing to move from Progress to SQL but can't seem to get anyone within Epicor to confirm this data conversion is possible.

Lastly, has anyone used the Progress Replication module?

Thank you in advance.

Regards,
Jill Seeman

--- In vantage@yahoogroups.com, "greg.middleton11" <greg.middleton@...> wrote:
>
> We are currently on Vantage 6.1 and upgrading to 9.05. We would like to install 9.05 ourselves on a new server using the Epicor 9.05 Installation Guide, and let Epicor do the data conversions for us. Has anybody successfully completed this installation just using the Installation Guide and not using Epicor services to install? Is the Install Guide complete and accurate enough to get us there? Thanks.
>
8
We're taking the same approach here that Kevin mentioned. We are actually on Vista not Vantage, and due to the way Vista maps G/L accounts versus the way Vantage does, upgrading data up to 9.05 isn't worth it for us. We would have to significantly leverage the G/L Controls feature of 9.05 to override the default posting behavior until we sorted out COA.

We plan to maintain Vista for historical data for at least a year, but are workinging on a fresh install of 9.05. We'll import our current customer list, parts, and quotes, and define new G/L accounts and perform a massive journal entry to adjust balances before flipping the switch so to speak.

I didn't think the actual install of 9.05 was all that difficult, but as Jose mentioned, if you have familiarity with the product you'll be OK. We're on Windows Server 2008 64bit, and seems like there was some workaroud for the install, but I can't recall what the issue was. I know it wasn't the Progress Explorer Tool, but Epicor was aware of it, so if you stumble call support. The install documentation is downloadable on EpicWeb, but I agree, a bit skinny on all the details.

I can't stress enough to do this in a sandbox, and TEST, TEST, TEST. Your custom reports will likely be re-written, and any Service Connect workflows won't be upgraded automatically, and will have to be re-written. Screen customizations, BPMs, and BAQs in theory will make the jump but your mileage may vary.

You can certainly move from Progress to SQL, but Epicor will have to make that switch for you.
Cheers,
Jared

--- In vantage@yahoogroups.com, "jillian068" <jseeman@...> wrote:
>
> Hello,
>
> We are about to embark on the exact same upgrade but we are having difficulty finding even the Installation Guide online? We are still awaiting the arrival of our software. Would it be possible to email me the guide to jseeman@...
>
> Will you be staying with the progress back end or are you converting to SQL? What are the data conversion routines like to migrate? Were there any specific items to do before the conversion takes place?
>
> We are wishing to move from Progress to SQL but can't seem to get anyone within Epicor to confirm this data conversion is possible.
>
> Lastly, has anyone used the Progress Replication module?
>
> Thank you in advance.
>
> Regards,
> Jill Seeman
>
> --- In vantage@yahoogroups.com, "greg.middleton11" <greg.middleton@> wrote:
> >
> > We are currently on Vantage 6.1 and upgrading to 9.05. We would like to install 9.05 ourselves on a new server using the Epicor 9.05 Installation Guide, and let Epicor do the data conversions for us. Has anybody successfully completed this installation just using the Installation Guide and not using Epicor services to install? Is the Install Guide complete and accurate enough to get us there? Thanks.
> >
>
9
Paul,

Why would you have to rewrite reports (other than for schema changes)?

Thanks,
Dolores

________________________________
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Paul L Bennett
Sent: Monday, August 23, 2010 3:38 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] 9.05 install



Greg,

We moved from 8.03 to 9.05 sucessfully using the document but they were
challenges. I suggest you do the installation on a test machine repetatively
until you are comfortable before you move to your production system. Make sure
you have atleast 10GB free on your C drive other wise horrors. I had an issue
with INS-STK transactions being duplicated in my data base but this seems to
only occur in some clients i.e. this issue is not wide spread...) Sigh I am
still waiting to have this resolved....Hmmmm. Anyhow you need to determine
whether you are going to the 64 bit progress or 32 unless you are SQL. A word
for the wise reports will have to be re-written so get going early....If I have
any further thought I will surely let you know

Paul

________________________________
From: greg.middleton11 <greg.middleton@...<mailto:greg.middleton%40machspec.com>>
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Sent: Mon, August 23, 2010 3:09:59 PM
Subject: [Vantage] 9.05 install


We are currently on Vantage 6.1 and upgrading to 9.05. We would like to install
9.05 ourselves on a new server using the Epicor 9.05 Installation Guide, and let
Epicor do the data conversions for us. Has anybody successfully completed this
installation just using the Installation Guide and not using Epicor services to
install? Is the Install Guide complete and accurate enough to get us there?
Thanks.

[Non-text portions of this message have been removed]



[Non-text portions of this message have been removed]
10
I think that's what he meant. That's why Service Connect workflows break, schema changes.

--- In vantage@yahoogroups.com, "Hernandez, Dolores" <dhernandez@...> wrote:
>
> Paul,
>
> Why would you have to rewrite reports (other than for schema changes)?
>
> Thanks,
> Dolores