Best Practices for installing solutions

Epicor ERP 10
2

Not really, example what worked for me:

  1. EXTENDED USER DEFINED COLUMNS
    1.1 Install Solutions
    1.2 Database Regen / Recycle IIS
    1.3 Spot Check
  2. BAQs
  3. REPORT DATA DEFINITIONS
  4. REPORT STYLES
  5. Customizations
    5.1 Purge Personalizations
    5.2 Customization Maintenance - DELETE ALL First (so I have no stranglers)
    5.3 Install Solution
    5.4 Customization Maintenance - Validate All Customizations
  6. Dashboards
    6.1 Re-Deploy Dashboards, I also included all BAQs related to dbds here again, incase I missed some
  7. Menus
  8. Crystal Rpt Files / BarTender Files
  9. DATA DIRECTIVES & METHOD DIRECTIVES
    9.1 Delete Existing 1 by
    9.2 Install Solution
    9.3 Go to Directive Update and Recompile All + Refresh Signatures
    9.4 Spot Check
  10. User Codes
  11. Extended Properties
  12. Misc SQL Scripts / Tweaks

I broke it up where it made sense like Dashboards, each dashboard has its own Solution.

  • Customizations I just placed them all into 1 .cab
  • RDDs / Styles for most part are bundled, a few are seperated.
  • BAQs I just included all the ones I uplifted in 1 .cab
  • BPMs I broke it up by Group. Like ChangeLogs, Auto-Prints, etc…