Creating a test environment for eventual upgrade to Epicor 9

That's pretty much it. However it's worth mentioning that 8 to 9 is not an
'upgrade'. You will need to perform a completely new installation and then
move and convert your DB. You will need to do this again when you go to
9.05.
For the sake of simplicity I would just create 3 testing VMs.

1st - A copy of your existing production machine.
2nd - A clean VM to install 9 and upgrade to 9.04.
3rd - A clean VM to install 9.05

It sounds like a lot of more work, but really all you need to do is create a
clean Server 2003/2008 VM and duplicate it.

The installations of 9/9.05 will go much smoother if you are not installing
on a machine with an existing instance of Epicor. Using separate VMs will
probably save you 4-10 hours in the end and leave you with a more reliable
machine that is far easier to trouble shoot.
It will also give you something that's a lot closer to what you will be
dealing with in production. You wouldn't use the same server instance going
from 8 to 9 in production, so why do it in test?

All in all, the process is pretty straightforward. Make sure you take
regular probkups of your DB along the way. One of the 9.04 -> 9.05
conversions chewed ours up several times. If you have any questions, please
feel free to email me.

Thanks,
John



On Thu, Apr 22, 2010 at 11:32 AM, gracefulthreads <gracefulthreads@...
> wrote:

>
>
> We're currently running Vista 8.03.406A, and my CAM just sent me a copies
> of 9.04 and 9.05 so I can play in a test environment and convince my CFO to
> eventually take the plunge. Just to make sure I get it all (mostly) right
> the first time, is this how I need to set it up?
>
> 1. On my test server, install 8.03.400 and OpenEdge 10.1B
> 2. Upgrade it to 8.03.406A and install a copy of my current database
> 3. upgrade it then to 409A SP/Patch
> 4. Follow Installation Guide for 9.04.500
> 5. Follow installation guide for 9.05
>
> Only then can the fun begin...
>
>
>


[Non-text portions of this message have been removed]
We're currently running Vista 8.03.406A, and my CAM just sent me a copies of 9.04 and 9.05 so I can play in a test environment and convince my CFO to eventually take the plunge. Just to make sure I get it all (mostly) right the first time, is this how I need to set it up?

1. On my test server, install 8.03.400 and OpenEdge 10.1B
2. Upgrade it to 8.03.406A and install a copy of my current database
3. upgrade it then to 409A SP/Patch
4. Follow Installation Guide for 9.04.500
5. Follow installation guide for 9.05

Only then can the fun begin...
Sounds like you have the broad strokes. Are you on SQL or Progress? I created three virtual test servers that I am using to test the upgrade process. We are still live on 408B, so I have a mirror of my live system on server TEST803, then I have another server TEST904, and finally a TEST905. On my production server I have a nice clean install of 9.05 waiting for my database to step through the other servers during the upgrade without having to pollute a production server with several copies of the same software. I know, I know, I am finicky. I like to keep my servers as vanilla as possible.

--- In vantage@yahoogroups.com, "gracefulthreads" <gracefulthreads@...> wrote:
>
> We're currently running Vista 8.03.406A, and my CAM just sent me a copies of 9.04 and 9.05 so I can play in a test environment and convince my CFO to eventually take the plunge. Just to make sure I get it all (mostly) right the first time, is this how I need to set it up?
>
> 1. On my test server, install 8.03.400 and OpenEdge 10.1B
> 2. Upgrade it to 8.03.406A and install a copy of my current database
> 3. upgrade it then to 409A SP/Patch
> 4. Follow Installation Guide for 9.04.500
> 5. Follow installation guide for 9.05
>
> Only then can the fun begin...
>
So are you running 8.03 and 9.05 side-by-side on your production box or do you have two production boxes?

--
Brian W. Spolarich ~ Manager, Information Services ~ Advanced Photonix / Picometrix
    bspolarich@... ~ 734-864-5618 ~ www.advancedphotonix.com


-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of k99ja04
Sent: Thursday, April 22, 2010 5:26 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Creating a test environment for eventual upgrade to Epicor 9

Sounds like you have the broad strokes. Are you on SQL or Progress? I created three virtual test servers that I am using to test the upgrade process. We are still live on 408B, so I have a mirror of my live system on server TEST803, then I have another server TEST904, and finally a TEST905. On my production server I have a nice clean install of 9.05 waiting for my database to step through the other servers during the upgrade without having to pollute a production server with several copies of the same software. I know, I know, I am finicky. I like to keep my servers as vanilla as possible.

--- In vantage@yahoogroups.com, "gracefulthreads" <gracefulthreads@...> wrote:
>
> We're currently running Vista 8.03.406A, and my CAM just sent me a copies of 9.04 and 9.05 so I can play in a test environment and convince my CFO to eventually take the plunge. Just to make sure I get it all (mostly) right the first time, is this how I need to set it up?
>
> 1. On my test server, install 8.03.400 and OpenEdge 10.1B
> 2. Upgrade it to 8.03.406A and install a copy of my current database
> 3. upgrade it then to 409A SP/Patch
> 4. Follow Installation Guide for 9.04.500
> 5. Follow installation guide for 9.05
>
> Only then can the fun begin...
>




------------------------------------

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