E9 upgrades - degree of difficulty for first timers?

Yahoo Archive
1
With the client updates, once you have the upgrade done on your server, you
literally log on to Epicor from the client pc and the client will update
automatically (providing the user has sufficient privileges). Worse case
scenario, you have to log on to each PC with Admin rights and log in to Epicor
once.

Took us about 30 minutes to go round 25 PCs. The client updates in about 3min
depending on the no of changes required.

Make sure thtat you thoroughly test the upgrade on a test server before rolling
it out.




________________________________
From: scottbrydson <scott.brydson@...>
To: vantage@yahoogroups.com
Sent: Thu, 9 September, 2010 20:51:26
Subject: [Vantage] Re: e9 upgrades - degree of difficulty for first timers?

Â
Thank you Chris, that is reassuring. The upgrade notes I have from Epicor don't
mention any client upgrades. I assume that this will also be a requirement. Was
that the case for you?

The good thing here, is the launch was put on hold so we have more time to
upgrade prior to go-live.

Regards,
Scott Brydson

--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> Hi Scott,
>
> We were totally daunted by it. We have just upgraded from 503b to 505c.
>
> We were planned to you consultants to help us but their dates clashed with ours
>
> so we did it alone.
>
> It's extremely easy. There were two of us and it took a good few hours (about 4
>
> I think) so prepare for a late night if you dont want to take people offline.
>
> Download any files required in advance and have them all ready in a folder.
>
> The instructions are long, but most the time, they are actually explaining why

> you are doing what you are doing (which is rare for Epicor :-) ).
>
> It didn't cost us anything apart from our labour.
>
> I would plan 3-5 hours to run all the data conversions and install. This should
>
> allow plenty of room for a test to make sure all your reports are working and
> BAQs etc.
>
> Don't be put off by doing it on your own though as it really is easy.
>
> Let me know if you have concerns.
>
> Thanks.
>
>
>
>
> ________________________________
> From: scottbrydson <scott.brydson@...>
> To: vantage@yahoogroups.com
> Sent: Wed, 8 September, 2010 19:57:44
> Subject: [Vantage] e9 upgrades - degree of difficulty for first timers?
>
> ÂÂ
> Hello,
>
> We are weighing the costs and benefits of upgrading to the latest Epicor patch

> level (v9.04.506C?) prior to launch. We are using version 9.04.505B which dates
>
> back to 4Q 2009.
>
>
> The obvious benefits are performance improvements and numerous bug fixes. The
> costs are the complexity of the upgrade itself - the patch guide has 50+ pages

> of instructions. Since this is new to us there are concerns.
>
> Has anyone attempted a full blown upgrade (pre or post launch) of e9 - were
> outside consultants required?
>
>
> If so, could you give us an idea of the time and costs involved? Thank you for

> your feedback.
>
> Sincerely,
> Scott Brydson
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>







[Non-text portions of this message have been removed]
2
Hello,

We are weighing the costs and benefits of upgrading to the latest Epicor patch level (v9.04.506C?) prior to launch. We are using version 9.04.505B which dates back to 4Q 2009.

The obvious benefits are performance improvements and numerous bug fixes. The costs are the complexity of the upgrade itself - the patch guide has 50+ pages of instructions. Since this is new to us there are concerns.

Has anyone attempted a full blown upgrade (pre or post launch) of e9 - were outside consultants required?

If so, could you give us an idea of the time and costs involved? Thank you for your feedback.

Sincerely,
Scott Brydson
3
We are live on E9 9.04.506C, I have applied each patch & service pack since going live August 2009. While the instructions are 50 + pages, they cover every version of the OS & DB.

Are you live on E9?

I dont recall if you have to step through each and every patch or service pack, or only the service packs.

The biggest issue, (if your live) is to test the releases befor applying them to the live DB.

--- In vantage@yahoogroups.com, "scottbrydson" <scott.brydson@...> wrote:
>
> Hello,
>
> We are weighing the costs and benefits of upgrading to the latest Epicor patch level (v9.04.506C?) prior to launch. We are using version 9.04.505B which dates back to 4Q 2009.
>
> The obvious benefits are performance improvements and numerous bug fixes. The costs are the complexity of the upgrade itself - the patch guide has 50+ pages of instructions. Since this is new to us there are concerns.
>
> Has anyone attempted a full blown upgrade (pre or post launch) of e9 - were outside consultants required?
>
> If so, could you give us an idea of the time and costs involved? Thank you for your feedback.
>
> Sincerely,
> Scott Brydson
>
4
Testing is what takes all the time.

You need a secondary installation of Epicor on a system, and then you need
to make sure you have a plan to test all your BAQ, Customized Reports,
Screen Customizations, Custom Code, and anything else that is not "stock" on
top of making sure that all normal functionality is working the same and the
right way for you and your business.

The actual installation, you are looking at probably an hour to do
backups... then 20 minutes to do the actual update.... then anywhere from 30
minutes to a couple hours to run all the conversions.

The real time is the time you gets your staff to do all the testing, that
can vary depending on how you can grant access to people to do the testing.
Personally, I think it is best to have 2 or 3 computers set aside since they
need a different client on them, and make sure managers get their people to
go spend 1 hour to run through everything they do in their normal job, even
run through actual tasks. Also, don't just run daily tasks, make sure you
run things like month end as well to make sure everything works correctly.

Problems and Fixes all need to be documented to discover if they are bugs,
or you need to just make a plan to do the fixes once you apply the patch or
SP to your live environment.

Overall, Assuming you don't have to have anything major outsourced to be
fixed9reports, etc) then the only cost is the time of your employees, and if
you can get it done fast then a week might be the turn around, or if you go
a little more slow and cautious, then 3-4 weeks might be the time table. Or
if you really want to let em hang out there, you can just go with the update
on the fly and let the cards fall as they may...

I don't personally recommend the last option.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
scottbrydson
Sent: Wednesday, September 08, 2010 2:58 PM
To: vantage@yahoogroups.com
Subject: [Vantage] e9 upgrades - degree of difficulty for first timers?

Hello,

We are weighing the costs and benefits of upgrading to the latest Epicor
patch level (v9.04.506C?) prior to launch. We are using version 9.04.505B
which dates back to 4Q 2009.

The obvious benefits are performance improvements and numerous bug fixes.
The costs are the complexity of the upgrade itself - the patch guide has 50+
pages of instructions. Since this is new to us there are concerns.

Has anyone attempted a full blown upgrade (pre or post launch) of e9 - were
outside consultants required?

If so, could you give us an idea of the time and costs involved? Thank you
for your feedback.

Sincerely,
Scott Brydson



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5
Hi Scott,

We were totally daunted by it. We have just upgraded from 503b to 505c.

We were planned to you consultants to help us but their dates clashed with ours
so we did it alone.

It's extremely easy. There were two of us and it took a good few hours (about 4
I think) so prepare for a late night if you dont want to take people offline.

Download any files required in advance and have them all ready in a folder.

The instructions are long, but most the time, they are actually explaining why
you are doing what you are doing (which is rare for Epicor :-) ).

It didn't cost us anything apart from our labour.

I would plan 3-5 hours to run all the data conversions and install. This should
allow plenty of room for a test to make sure all your reports are working and
BAQs etc.

Don't be put off by doing it on your own though as it really is easy.

Let me know if you have concerns.

Thanks.




________________________________
From: scottbrydson <scott.brydson@...>
To: vantage@yahoogroups.com
Sent: Wed, 8 September, 2010 19:57:44
Subject: [Vantage] e9 upgrades - degree of difficulty for first timers?

Â
Hello,

We are weighing the costs and benefits of upgrading to the latest Epicor patch
level (v9.04.506C?) prior to launch. We are using version 9.04.505B which dates
back to 4Q 2009.


The obvious benefits are performance improvements and numerous bug fixes. The
costs are the complexity of the upgrade itself - the patch guide has 50+ pages
of instructions. Since this is new to us there are concerns.

Has anyone attempted a full blown upgrade (pre or post launch) of e9 - were
outside consultants required?


If so, could you give us an idea of the time and costs involved? Thank you for
your feedback.

Sincerely,
Scott Brydson







[Non-text portions of this message have been removed]
6
Thank you Chris, that is reassuring. The upgrade notes I have from Epicor don't mention any client upgrades. I assume that this will also be a requirement. Was that the case for you?

The good thing here, is the launch was put on hold so we have more time to upgrade prior to go-live.

Regards,
Scott Brydson

--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> Hi Scott,
>
> We were totally daunted by it. We have just upgraded from 503b to 505c.
>
> We were planned to you consultants to help us but their dates clashed with ours
> so we did it alone.
>
> It's extremely easy. There were two of us and it took a good few hours (about 4
> I think) so prepare for a late night if you dont want to take people offline.
>
> Download any files required in advance and have them all ready in a folder.
>
> The instructions are long, but most the time, they are actually explaining why
> you are doing what you are doing (which is rare for Epicor :-) ).
>
> It didn't cost us anything apart from our labour.
>
> I would plan 3-5 hours to run all the data conversions and install. This should
> allow plenty of room for a test to make sure all your reports are working and
> BAQs etc.
>
> Don't be put off by doing it on your own though as it really is easy.
>
> Let me know if you have concerns.
>
> Thanks.
>
>
>
>
> ________________________________
> From: scottbrydson <scott.brydson@...>
> To: vantage@yahoogroups.com
> Sent: Wed, 8 September, 2010 19:57:44
> Subject: [Vantage] e9 upgrades - degree of difficulty for first timers?
>
> ÂÂ
> Hello,
>
> We are weighing the costs and benefits of upgrading to the latest Epicor patch
> level (v9.04.506C?) prior to launch. We are using version 9.04.505B which dates
> back to 4Q 2009.
>
>
> The obvious benefits are performance improvements and numerous bug fixes. The
> costs are the complexity of the upgrade itself - the patch guide has 50+ pages
> of instructions. Since this is new to us there are concerns.
>
> Has anyone attempted a full blown upgrade (pre or post launch) of e9 - were
> outside consultants required?
>
>
> If so, could you give us an idea of the time and costs involved? Thank you for
> your feedback.
>
> Sincerely,
> Scott Brydson
>
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
7
The clients will upgrade automatically when each user logs in for the first time after the patch or service pack is applied.



--- In vantage@yahoogroups.com, "scottbrydson" <scott.brydson@...> wrote:
>
> Thank you Chris, that is reassuring. The upgrade notes I have from Epicor don't mention any client upgrades. I assume that this will also be a requirement. Was that the case for you?
>
> The good thing here, is the launch was put on hold so we have more time to upgrade prior to go-live.
>
> Regards,
> Scott Brydson
>
> --- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@> wrote:
> >
> > Hi Scott,
> >
> > We were totally daunted by it. We have just upgraded from 503b to 505c.
> >
> > We were planned to you consultants to help us but their dates clashed with ours
> > so we did it alone.
> >
> > It's extremely easy. There were two of us and it took a good few hours (about 4
> > I think) so prepare for a late night if you dont want to take people offline.
> >
> > Download any files required in advance and have them all ready in a folder.
> >
> > The instructions are long, but most the time, they are actually explaining why
> > you are doing what you are doing (which is rare for Epicor :-) ).
> >
> > It didn't cost us anything apart from our labour.
> >
> > I would plan 3-5 hours to run all the data conversions and install. This should
> > allow plenty of room for a test to make sure all your reports are working and
> > BAQs etc.
> >
> > Don't be put off by doing it on your own though as it really is easy.
> >
> > Let me know if you have concerns.
> >
> > Thanks.
> >
> >
> >
> >
> > ________________________________
> > From: scottbrydson <scott.brydson@>
> > To: vantage@yahoogroups.com
> > Sent: Wed, 8 September, 2010 19:57:44
> > Subject: [Vantage] e9 upgrades - degree of difficulty for first timers?
> >
> > ÂÂ
> > Hello,
> >
> > We are weighing the costs and benefits of upgrading to the latest Epicor patch
> > level (v9.04.506C?) prior to launch. We are using version 9.04.505B which dates
> > back to 4Q 2009.
> >
> >
> > The obvious benefits are performance improvements and numerous bug fixes. The
> > costs are the complexity of the upgrade itself - the patch guide has 50+ pages
> > of instructions. Since this is new to us there are concerns.
> >
> > Has anyone attempted a full blown upgrade (pre or post launch) of e9 - were
> > outside consultants required?
> >
> >
> > If so, could you give us an idea of the time and costs involved? Thank you for
> > your feedback.
> >
> > Sincerely,
> > Scott Brydson
> >
> >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>