Sue and Jose, thanks for your input.Â That helps considerably.Â
From: firstname.lastname@example.org [mailto:email@example.com]
Sent: Monday, July 07, 2014 3:47 PM
Subject: Re: [Vantage] Upgrade Plan - Thoughts?
I also found the solutions to be very helpful even though they aren't 100% yet. They brought in all E9
customizations, dashboards, BAQs, etc. and saved me a ton of time.
I had lists of things to do after applying the solutions to the converted database; some may be the same for you.
I had to re-deploy dashboard assemblies.
I used an updateable dashboard and a spreadsheet to update the customization to be used in menu security; the customizations came over with the solution, but I had to tell the menu item to use it.
I changed BAM paths.
I updated extended properties thru updateable dashboards and spreadsheets.
I checked BPMs; I had 2 BPMs that wouldn't come over with the solution, the rest came over fine.
I checked RDDs; I had 3 that I had to re-add a table, a relationship, and some fields, the rest came over fine.
I set default report styles.
I copied and pasted new required CRM info into tables from spreadsheets.
I had a list of new company/plant settings that needed to be set or fixed.
I practiced a lot and knew how much time the conversion steps took. I was able to set a conversion "schedule" that helped me know when I could leave because the step would take a number of hours and when I should stay and babysit.I started at 4:00pm on a Friday night and finished the conversion with plenty of time to spare on Sunday. Our Vantage db was 4-5 GB and we upgraded to 9.05.701.