Vantage 6 -> 9 upgrade

We jumped directly from 6.1 to 9.05 in one (long) weekend. Our database
went through the upgrade programs in each intermediate version (6.1 -> 8
-> 8.03 -> 9.04 -> 9.05), but we never ran any of those versions. I've
heard there are upgrade tools now that simplify that process, but they
weren't available when we started, and some people have done a
re-implementation instead of upgrading their database - might be more
appropriate for you.



The upgrade was 99% successful, but you'll swear at that 1% for a couple
months. Our major headaches:



- Financial stuff changed completely behind the scenes, test
everything, assume broken until proven working - that includes a full
month end processing transactions entered in both 6 & 9. Pay attention
to the "conversion program 10080" bit in the install guide, you'll want
to run that to bring forward prior financial transactions.



- Resource groups replace work centers, may affect your
scheduling. The install guide for version 8 (I think) has a decent
summary of what changed.



- Unit of measure: In 6.1 the UOM is free text anything goes,
in 9.05 it's a critical field required for all transactions and can't be
changed afterwards. The upgrade attempts to assign conversion rates for
all 6.1 UOM, including typos & mistakes - clean it up in Vantage 6
first.



- Any custom code or reports will require a complete rewrite.



Contact me at broberts@... or 519-944-3800 ext 294 if you want to
discuss further.



Brian.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of jim_chance
Sent: Tuesday, February 28, 2012 4:41 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Group poll on Upgrades





Brian, do you have some lessons learned w/ your 6 to 9 upgrade that you
can share?
Did you go directly from 6 to 9 or from 6 to 8, then 9?
What files transferred and which ones didn't?

jim_chance@... <mailto:jim_chance%40yahoo.com>

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
"Brian Roberts" <broberts@...> wrote:
>
> We recently upgraded from 6 to 9. At the very beginning of the project
> we decided to pay Epicor to do some of the conversion for us, but now
> that I know what was involved, we could have it ourselves. A lot of
> steps, but all documented. But if your IT staff time is limited,
paying
> for that conversion might be worth it.
>
>
>
> The financial changes are major, get accounting involved very early,
> test like crazy. If you want to make any changes to your company or GL
> structure, now's the time.
>
>
>
> Brian.
>
>
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Cheryl Elliott
> Sent: Wednesday, January 25, 2012 12:28 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Group poll on Upgrades
>
>
>
>
>
> We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
> hoping for feedback from anyone with direct (or even indirect)
> experience changing over. We have very thin IT staff and have heard
> (from Epicor) that it will cost us Epicor-hours$$. I've also heard,
not
> from Epicor, that it isn't really that bad as long as accounting is on
> board with what will change behind the scenes. Any opinions?
>
> Cheryl Elliott
>
> [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]
We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was hoping for feedback from anyone with direct (or even indirect) experience changing over. We have very thin IT staff and have heard (from Epicor) that it will cost us Epicor-hours$$. I've also heard, not from Epicor, that it isn't really that bad as long as accounting is on board with what will change behind the scenes. Any opinions?

Cheryl Elliott



[Non-text portions of this message have been removed]
Its not that bad. It cost about $2200 per pass for the database conversion. We
are doing the conversion our-selves. We have 3 I5 systems this 4GB Ram and SSD
drives running for the conversion. All Systems are 64Bit but use the 32bit
install of Progress and Epicor, this allows the Admin tools to run from the
server.

1)8.03.409C
2)9.04.507A
3)9.05.607B

I have listed my times below(Comparable to Epicor Paid Conversion)

8.03.406A - 8.03.409C (Not Schema change, Conversion 4 hours)
8.03.409C - 9.04.507A (Schema 3 hours, Conversion 16 hours)
9.04.507A - 9.05.607B (Schema 2.5 hours, Conversion 10 hours)

Hope this helps
David Penn






________________________________
From: Cheryl Elliott <celliott@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Wed, January 25, 2012 12:27:54 PM
Subject: [Vantage] Group poll on Upgrades


We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was hoping
for feedback from anyone with direct (or even indirect) experience changing
over. We have very thin IT staff and have heard (from Epicor) that it will cost
us Epicor-hours$$. I've also heard, not from Epicor, that it isn't really that
bad as long as accounting is on board with what will change behind the scenes.
Any opinions?

Cheryl Elliott

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




[Non-text portions of this message have been removed]
The process isn't that bad overall.

I would make sure you have a test server to test the process on multiple
times prior to go live.

I would also take the time to discuss and evaluate whether you want to
upgrade or you want to re-implement with the use of something like the DMT.
You can use this as an opportunity to get your data in order in a clean DB,
and possibly change how you have all your GL setup as well if you wanted to
more fully take advantage of the major financial changes from 8 to 9.05.

Also, If you do decide to upgrade. I would suggest doing a 8.03 to 9.04 to
9.05 migration to make sure you get it all completed, and don't forget the
conversion step in the 9.04 piece to get all old transactions moved forward
into the TranGLC table so they can be accessed later on.

Also, the UOM changes from 8.03 to 9.04 are something you really really need
to pay attention to and make sure they are setup and done properly to avoid
problems, doing a re-implement can also make this process a lot easier too.

Also, go to 64-bit as your end result, there is no reason to hang onto
32-bit since any OS for a server starting with 2008 R2 is only going to be
64-bit, there is no need to hang around in what is essentially legacy mode.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Cheryl Elliott
Sent: Wednesday, January 25, 2012 12:28 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Group poll on Upgrades

We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
hoping for feedback from anyone with direct (or even indirect) experience
changing over. We have very thin IT staff and have heard (from Epicor) that
it will cost us Epicor-hours$$. I've also heard, not from Epicor, that it
isn't really that bad as long as accounting is on board with what will
change behind the scenes. Any opinions?

Cheryl Elliott



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



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

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
Hi Cheryl,

I think you'll find the upgrade isn't too difficult to do yourself.
If you have some spare hardware you might get a test system upgraded in one afternoon.
The Unit of Measure changes were the most time consuming for me.
And I'd agree that accounting needs to do their homework.

In addition to installing, testing and training, you will probably need newer hardware and the DMT software?

I definitely like using E9 over V8 and especially V6.
The software keeps getting better and recently it looks like Epicor has really tried to improve the upgrade tools and process.
Right now I wonder if it's worth waiting a little longer to upgrade?



--- In vantage@yahoogroups.com, Cheryl Elliott <celliott@...> wrote:
>
> We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was hoping for feedback from anyone with direct (or even indirect) experience changing over. We have very thin IT staff and have heard (from Epicor) that it will cost us Epicor-hours$$. I've also heard, not from Epicor, that it isn't really that bad as long as accounting is on board with what will change behind the scenes. Any opinions?
>
> Cheryl Elliott
>
>
>
> [Non-text portions of this message have been removed]
>
Just one more...
When going from V6 to V8, there was a change to resources and resource groups. I remember reviewing and reorganizing resources at the same time as the upgrade.

--- In vantage@yahoogroups.com, "cooner_55421" <cooner_55421@...> wrote:
>
> Hi Cheryl,
>
> I think you'll find the upgrade isn't too difficult to do yourself.
> If you have some spare hardware you might get a test system upgraded in one afternoon.
> The Unit of Measure changes were the most time consuming for me.
> And I'd agree that accounting needs to do their homework.
>
> In addition to installing, testing and training, you will probably need newer hardware and the DMT software?
>
> I definitely like using E9 over V8 and especially V6.
> The software keeps getting better and recently it looks like Epicor has really tried to improve the upgrade tools and process.
> Right now I wonder if it's worth waiting a little longer to upgrade?
>
>
>
> --- In vantage@yahoogroups.com, Cheryl Elliott <celliott@> wrote:
> >
> > We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was hoping for feedback from anyone with direct (or even indirect) experience changing over. We have very thin IT staff and have heard (from Epicor) that it will cost us Epicor-hours$$. I've also heard, not from Epicor, that it isn't really that bad as long as accounting is on board with what will change behind the scenes. Any opinions?
> >
> > Cheryl Elliott
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
We recently upgraded from 6 to 9. At the very beginning of the project
we decided to pay Epicor to do some of the conversion for us, but now
that I know what was involved, we could have it ourselves. A lot of
steps, but all documented. But if your IT staff time is limited, paying
for that conversion might be worth it.



The financial changes are major, get accounting involved very early,
test like crazy. If you want to make any changes to your company or GL
structure, now's the time.



Brian.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Cheryl Elliott
Sent: Wednesday, January 25, 2012 12:28 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Group poll on Upgrades





We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
hoping for feedback from anyone with direct (or even indirect)
experience changing over. We have very thin IT staff and have heard
(from Epicor) that it will cost us Epicor-hours$$. I've also heard, not
from Epicor, that it isn't really that bad as long as accounting is on
board with what will change behind the scenes. Any opinions?

Cheryl Elliott

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





[Non-text portions of this message have been removed]
I agree with most everyone else. We did it ourselves about a year ago. Going to reiterate a few points I agree on, and wish I could have done in some cases


1. Have spare hardware to test with. ESXi makes this easy with VM's. yeah may make it take longer due hardware limitations, but cost nothing.

2. Run the conversion on a x32 progress

3. Run the conversion on a machine with an SSD drive. If you can do RAID 0, it will be that much faster. This alone will save a significant amount of time during the conversion process.

4. Run through the upgrade process as many times as you can in advance. Use the epicor documentation as best you can. However create your own document with step by step. I cannot stress this one enough. The epicor documentation is lacking in some areas. You will find that your upgrade process will be unique and you need to follow the process you are comfortable with.

5. Run your production on a x64 progress install

6. Do not upgrade to your existing Vantage server. If all hell breaks loose on the day you go live you will be able to fall back to Vantage until you are ready to move forward again.

7. Use and keep multiple servers for the upgrade process. This will help reduce time as you have to move the database for each part of the upgrade.

8. If you are not on the version of Vantage that incorporates UOM, get a test machine up and running and upgrade your database on it. During this process some database files are created that you can use in the final upgrade process that will help speed up the process.

9. Plan on all your customizations being broken. We chose to clean up our code and completely rebuilt all of our customizations. A lot of it was simply cut and paste, but there was enough change to justify starting them from scratch.

10. Plan on fixing your custom reports. Crystal and epicor had some updates to fix problems specifically related to date fields. In Vantage you had to do a work around to get dates to work correctly. In 9 this work around is broken and can be removed.

11. Backup/export all your finished customizations, BAQ's and reports. This way when you go live all you have to do is import them and set them as the defaults.

12. Test, test, test. Specifically in accounting and anything that relates to UOM. Testing is the only way you will find problems and their solutions. Make sure you document your solutions so you don't have to reinvent the wheel. Some things cannot be backed up from a test environment.

List can go on. But that's the major points I ran into. Feel free to contact me.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and experienced industry experts.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Brian Roberts
Sent: Wednesday, January 25, 2012 1:14 PM
To: vantage@yahoogroups.com
Cc: Cheryl Elliott
Subject: RE: [Vantage] Group poll on Upgrades



We recently upgraded from 6 to 9. At the very beginning of the project
we decided to pay Epicor to do some of the conversion for us, but now
that I know what was involved, we could have it ourselves. A lot of
steps, but all documented. But if your IT staff time is limited, paying
for that conversion might be worth it.

The financial changes are major, get accounting involved very early,
test like crazy. If you want to make any changes to your company or GL
structure, now's the time.

Brian.

________________________________

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Cheryl Elliott
Sent: Wednesday, January 25, 2012 12:28 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Group poll on Upgrades

We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
hoping for feedback from anyone with direct (or even indirect)
experience changing over. We have very thin IT staff and have heard
(from Epicor) that it will cost us Epicor-hours$$. I've also heard, not
from Epicor, that it isn't really that bad as long as accounting is on
board with what will change behind the scenes. Any opinions?

Cheryl Elliott

[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]
Why run the conversion or your test server with 32x progress, what's
hang up?



Patrick Winter



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Zac Jason Woodward
Sent: Wednesday, January 25, 2012 2:34 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Group poll on Upgrades





I agree with most everyone else. We did it ourselves about a year ago.
Going to reiterate a few points I agree on, and wish I could have done
in some cases

1. Have spare hardware to test with. ESXi makes this easy with VM's.
yeah may make it take longer due hardware limitations, but cost nothing.

2. Run the conversion on a x32 progress

3. Run the conversion on a machine with an SSD drive. If you can do RAID
0, it will be that much faster. This alone will save a significant
amount of time during the conversion process.

4. Run through the upgrade process as many times as you can in advance.
Use the epicor documentation as best you can. However create your own
document with step by step. I cannot stress this one enough. The epicor
documentation is lacking in some areas. You will find that your upgrade
process will be unique and you need to follow the process you are
comfortable with.

5. Run your production on a x64 progress install

6. Do not upgrade to your existing Vantage server. If all hell breaks
loose on the day you go live you will be able to fall back to Vantage
until you are ready to move forward again.

7. Use and keep multiple servers for the upgrade process. This will help
reduce time as you have to move the database for each part of the
upgrade.

8. If you are not on the version of Vantage that incorporates UOM, get a
test machine up and running and upgrade your database on it. During this
process some database files are created that you can use in the final
upgrade process that will help speed up the process.

9. Plan on all your customizations being broken. We chose to clean up
our code and completely rebuilt all of our customizations. A lot of it
was simply cut and paste, but there was enough change to justify
starting them from scratch.

10. Plan on fixing your custom reports. Crystal and epicor had some
updates to fix problems specifically related to date fields. In Vantage
you had to do a work around to get dates to work correctly. In 9 this
work around is broken and can be removed.

11. Backup/export all your finished customizations, BAQ's and reports.
This way when you go live all you have to do is import them and set them
as the defaults.

12. Test, test, test. Specifically in accounting and anything that
relates to UOM. Testing is the only way you will find problems and their
solutions. Make sure you document your solutions so you don't have to
reinvent the wheel. Some things cannot be backed up from a test
environment.

List can go on. But that's the major points I ran into. Feel free to
contact me.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and
experienced industry experts.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Brian Roberts
Sent: Wednesday, January 25, 2012 1:14 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Cc: Cheryl Elliott
Subject: RE: [Vantage] Group poll on Upgrades

We recently upgraded from 6 to 9. At the very beginning of the project
we decided to pay Epicor to do some of the conversion for us, but now
that I know what was involved, we could have it ourselves. A lot of
steps, but all documented. But if your IT staff time is limited, paying
for that conversion might be worth it.

The financial changes are major, get accounting involved very early,
test like crazy. If you want to make any changes to your company or GL
structure, now's the time.

Brian.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Cheryl Elliott
Sent: Wednesday, January 25, 2012 12:28 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Group poll on Upgrades

We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
hoping for feedback from anyone with direct (or even indirect)
experience changing over. We have very thin IT staff and have heard
(from Epicor) that it will cost us Epicor-hours$$. I've also heard, not
from Epicor, that it isn't really that bad as long as accounting is on
board with what will change behind the scenes. Any opinions?

Cheryl Elliott

[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]





[Non-text portions of this message have been removed]
Running the conversion on an x64 setup will tack on about 20% addition time, if not more. The DB runs on the x64 machine, but all the conversion have to run from a machine that has progress x32 (not epicor) installed. All the utilities that epicor created are reliant on features that don't exist on the x64 setup. Not a big deal once you are live. But makes a big deal during the upgrade process.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and experienced industry experts.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Winter, Patrick
Sent: Wednesday, January 25, 2012 1:53 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Group poll on Upgrades



Why run the conversion or your test server with 32x progress, what's
hang up?

Patrick Winter

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf
Of Zac Jason Woodward
Sent: Wednesday, January 25, 2012 2:34 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

I agree with most everyone else. We did it ourselves about a year ago.
Going to reiterate a few points I agree on, and wish I could have done
in some cases

1. Have spare hardware to test with. ESXi makes this easy with VM's.
yeah may make it take longer due hardware limitations, but cost nothing.

2. Run the conversion on a x32 progress

3. Run the conversion on a machine with an SSD drive. If you can do RAID
0, it will be that much faster. This alone will save a significant
amount of time during the conversion process.

4. Run through the upgrade process as many times as you can in advance.
Use the epicor documentation as best you can. However create your own
document with step by step. I cannot stress this one enough. The epicor
documentation is lacking in some areas. You will find that your upgrade
process will be unique and you need to follow the process you are
comfortable with.

5. Run your production on a x64 progress install

6. Do not upgrade to your existing Vantage server. If all hell breaks
loose on the day you go live you will be able to fall back to Vantage
until you are ready to move forward again.

7. Use and keep multiple servers for the upgrade process. This will help
reduce time as you have to move the database for each part of the
upgrade.

8. If you are not on the version of Vantage that incorporates UOM, get a
test machine up and running and upgrade your database on it. During this
process some database files are created that you can use in the final
upgrade process that will help speed up the process.

9. Plan on all your customizations being broken. We chose to clean up
our code and completely rebuilt all of our customizations. A lot of it
was simply cut and paste, but there was enough change to justify
starting them from scratch.

10. Plan on fixing your custom reports. Crystal and epicor had some
updates to fix problems specifically related to date fields. In Vantage
you had to do a work around to get dates to work correctly. In 9 this
work around is broken and can be removed.

11. Backup/export all your finished customizations, BAQ's and reports.
This way when you go live all you have to do is import them and set them
as the defaults.

12. Test, test, test. Specifically in accounting and anything that
relates to UOM. Testing is the only way you will find problems and their
solutions. Make sure you document your solutions so you don't have to
reinvent the wheel. Some things cannot be backed up from a test
environment.

List can go on. But that's the major points I ran into. Feel free to
contact me.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com<http://www.ie-corp.com>

Creating customer confidence through extraordinary service and
experienced industry experts.

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Brian Roberts
Sent: Wednesday, January 25, 2012 1:14 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Cc: Cheryl Elliott
Subject: RE: [Vantage] Group poll on Upgrades

We recently upgraded from 6 to 9. At the very beginning of the project
we decided to pay Epicor to do some of the conversion for us, but now
that I know what was involved, we could have it ourselves. A lot of
steps, but all documented. But if your IT staff time is limited, paying
for that conversion might be worth it.

The financial changes are major, get accounting involved very early,
test like crazy. If you want to make any changes to your company or GL
structure, now's the time.

Brian.

________________________________

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Cheryl Elliott
Sent: Wednesday, January 25, 2012 12:28 PM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Group poll on Upgrades

We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
hoping for feedback from anyone with direct (or even indirect)
experience changing over. We have very thin IT staff and have heard
(from Epicor) that it will cost us Epicor-hours$$. I've also heard, not
from Epicor, that it isn't really that bad as long as accounting is on
board with what will change behind the scenes. Any opinions?

Cheryl Elliott

[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]

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



[Non-text portions of this message have been removed]
As a finance person, not an IT person, I will say that 9.05.607a, which we just converted to, is horribly buggy. Horribly. Epicor did our database conversion and made a couple of major errors that created havoc in our general ledger. And every day is another couple of hours trying to track down bug after bug after bug. Standard reports that don't run. Reports with bugs that make things look out of balance. And I could go on for days on this. What is infuriating is that Epicor knows of most of these bugs but only acknowledges them after you've fallen into the pit. Personally, I would suggest waiting to convert. Or starting now and hoping that 9.05.700 fixes many of these problems.


[Non-text portions of this message have been removed]
So far I took an old server and put a copy of our production 8.03.408B
progress on it, upgraded to 8.03.409C then up to 9.04.507A progress. ( took me 1 day total time ). Checking UOM DB and Crystal reports currently before deciding on the jump to 9.05...

--- In vantage@yahoogroups.com, "cooner_55421" <cooner_55421@...> wrote:
>
> Hi Cheryl,
>
> I think you'll find the upgrade isn't too difficult to do yourself.
> If you have some spare hardware you might get a test system upgraded in one afternoon.
> The Unit of Measure changes were the most time consuming for me.
> And I'd agree that accounting needs to do their homework.
>
> In addition to installing, testing and training, you will probably need newer hardware and the DMT software?
>
> I definitely like using E9 over V8 and especially V6.
> The software keeps getting better and recently it looks like Epicor has really tried to improve the upgrade tools and process.
> Right now I wonder if it's worth waiting a little longer to upgrade?
>
>
>
> --- In vantage@yahoogroups.com, Cheryl Elliott <celliott@> wrote:
> >
> > We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was hoping for feedback from anyone with direct (or even indirect) experience changing over. We have very thin IT staff and have heard (from Epicor) that it will cost us Epicor-hours$$. I've also heard, not from Epicor, that it isn't really that bad as long as accounting is on board with what will change behind the scenes. Any opinions?
> >
> > Cheryl Elliott
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
You can launch the admin tools directly on the server now. I have
tested this with .607. I had heard it started at .606. You just need
to launch the client install on the server first.



Greg



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Zac Jason Woodward
Sent: Wednesday, January 25, 2012 4:14 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Group poll on Upgrades





Running the conversion on an x64 setup will tack on about 20% addition
time, if not more. The DB runs on the x64 machine, but all the
conversion have to run from a machine that has progress x32 (not epicor)
installed. All the utilities that epicor created are reliant on features
that don't exist on the x64 setup. Not a big deal once you are live. But
makes a big deal during the upgrade process.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and
experienced industry experts.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Winter, Patrick
Sent: Wednesday, January 25, 2012 1:53 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

Why run the conversion or your test server with 32x progress, what's
hang up?

Patrick Winter

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Zac Jason Woodward
Sent: Wednesday, January 25, 2012 2:34 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

I agree with most everyone else. We did it ourselves about a year ago.
Going to reiterate a few points I agree on, and wish I could have done
in some cases

1. Have spare hardware to test with. ESXi makes this easy with VM's.
yeah may make it take longer due hardware limitations, but cost nothing.

2. Run the conversion on a x32 progress

3. Run the conversion on a machine with an SSD drive. If you can do RAID
0, it will be that much faster. This alone will save a significant
amount of time during the conversion process.

4. Run through the upgrade process as many times as you can in advance.
Use the epicor documentation as best you can. However create your own
document with step by step. I cannot stress this one enough. The epicor
documentation is lacking in some areas. You will find that your upgrade
process will be unique and you need to follow the process you are
comfortable with.

5. Run your production on a x64 progress install

6. Do not upgrade to your existing Vantage server. If all hell breaks
loose on the day you go live you will be able to fall back to Vantage
until you are ready to move forward again.

7. Use and keep multiple servers for the upgrade process. This will help
reduce time as you have to move the database for each part of the
upgrade.

8. If you are not on the version of Vantage that incorporates UOM, get a
test machine up and running and upgrade your database on it. During this
process some database files are created that you can use in the final
upgrade process that will help speed up the process.

9. Plan on all your customizations being broken. We chose to clean up
our code and completely rebuilt all of our customizations. A lot of it
was simply cut and paste, but there was enough change to justify
starting them from scratch.

10. Plan on fixing your custom reports. Crystal and epicor had some
updates to fix problems specifically related to date fields. In Vantage
you had to do a work around to get dates to work correctly. In 9 this
work around is broken and can be removed.

11. Backup/export all your finished customizations, BAQ's and reports.
This way when you go live all you have to do is import them and set them
as the defaults.

12. Test, test, test. Specifically in accounting and anything that
relates to UOM. Testing is the only way you will find problems and their
solutions. Make sure you document your solutions so you don't have to
reinvent the wheel. Some things cannot be backed up from a test
environment.

List can go on. But that's the major points I ran into. Feel free to
contact me.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com<http://www.ie-corp.com>

Creating customer confidence through extraordinary service and
experienced industry experts.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ]
On
Behalf Of Brian Roberts
Sent: Wednesday, January 25, 2012 1:14 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Cc: Cheryl Elliott
Subject: RE: [Vantage] Group poll on Upgrades

We recently upgraded from 6 to 9. At the very beginning of the project
we decided to pay Epicor to do some of the conversion for us, but now
that I know what was involved, we could have it ourselves. A lot of
steps, but all documented. But if your IT staff time is limited, paying
for that conversion might be worth it.

The financial changes are major, get accounting involved very early,
test like crazy. If you want to make any changes to your company or GL
structure, now's the time.

Brian.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Cheryl Elliott
Sent: Wednesday, January 25, 2012 12:28 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Group poll on Upgrades

We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
hoping for feedback from anyone with direct (or even indirect)
experience changing over. We have very thin IT staff and have heard
(from Epicor) that it will cost us Epicor-hours$$. I've also heard, not
from Epicor, that it isn't really that bad as long as accounting is on
board with what will change behind the scenes. Any opinions?

Cheryl Elliott

[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]

[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]
The 9.05 admin tools can run on a 64-bit server now, but I've heard some
of the conversion programs from 9.04 are still 32-bit only. Just FYI
for the original poster who was upgrading.



Brian.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Greg Gillette
Sent: Thursday, January 26, 2012 8:55 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Group poll on Upgrades





You can launch the admin tools directly on the server now. I have
tested this with .607. I had heard it started at .606. You just need
to launch the client install on the server first.

Greg

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Zac Jason Woodward
Sent: Wednesday, January 25, 2012 4:14 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

Running the conversion on an x64 setup will tack on about 20% addition
time, if not more. The DB runs on the x64 machine, but all the
conversion have to run from a machine that has progress x32 (not epicor)
installed. All the utilities that epicor created are reliant on features
that don't exist on the x64 setup. Not a big deal once you are live. But
makes a big deal during the upgrade process.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and
experienced industry experts.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf Of Winter, Patrick
Sent: Wednesday, January 25, 2012 1:53 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

Why run the conversion or your test server with 32x progress, what's
hang up?

Patrick Winter

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Zac Jason Woodward
Sent: Wednesday, January 25, 2012 2:34 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

I agree with most everyone else. We did it ourselves about a year ago.
Going to reiterate a few points I agree on, and wish I could have done
in some cases

1. Have spare hardware to test with. ESXi makes this easy with VM's.
yeah may make it take longer due hardware limitations, but cost nothing.

2. Run the conversion on a x32 progress

3. Run the conversion on a machine with an SSD drive. If you can do RAID
0, it will be that much faster. This alone will save a significant
amount of time during the conversion process.

4. Run through the upgrade process as many times as you can in advance.
Use the epicor documentation as best you can. However create your own
document with step by step. I cannot stress this one enough. The epicor
documentation is lacking in some areas. You will find that your upgrade
process will be unique and you need to follow the process you are
comfortable with.

5. Run your production on a x64 progress install

6. Do not upgrade to your existing Vantage server. If all hell breaks
loose on the day you go live you will be able to fall back to Vantage
until you are ready to move forward again.

7. Use and keep multiple servers for the upgrade process. This will help
reduce time as you have to move the database for each part of the
upgrade.

8. If you are not on the version of Vantage that incorporates UOM, get a
test machine up and running and upgrade your database on it. During this
process some database files are created that you can use in the final
upgrade process that will help speed up the process.

9. Plan on all your customizations being broken. We chose to clean up
our code and completely rebuilt all of our customizations. A lot of it
was simply cut and paste, but there was enough change to justify
starting them from scratch.

10. Plan on fixing your custom reports. Crystal and epicor had some
updates to fix problems specifically related to date fields. In Vantage
you had to do a work around to get dates to work correctly. In 9 this
work around is broken and can be removed.

11. Backup/export all your finished customizations, BAQ's and reports.
This way when you go live all you have to do is import them and set them
as the defaults.

12. Test, test, test. Specifically in accounting and anything that
relates to UOM. Testing is the only way you will find problems and their
solutions. Make sure you document your solutions so you don't have to
reinvent the wheel. Some things cannot be backed up from a test
environment.

List can go on. But that's the major points I ran into. Feel free to
contact me.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com<http://www.ie-corp.com>

Creating customer confidence through extraordinary service and
experienced industry experts.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ]
On
Behalf Of Brian Roberts
Sent: Wednesday, January 25, 2012 1:14 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Cc: Cheryl Elliott
Subject: RE: [Vantage] Group poll on Upgrades

We recently upgraded from 6 to 9. At the very beginning of the project
we decided to pay Epicor to do some of the conversion for us, but now
that I know what was involved, we could have it ourselves. A lot of
steps, but all documented. But if your IT staff time is limited, paying
for that conversion might be worth it.

The financial changes are major, get accounting involved very early,
test like crazy. If you want to make any changes to your company or GL
structure, now's the time.

Brian.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Cheryl Elliott
Sent: Wednesday, January 25, 2012 12:28 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Group poll on Upgrades

We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
hoping for feedback from anyone with direct (or even indirect)
experience changing over. We have very thin IT staff and have heard
(from Epicor) that it will cost us Epicor-hours$$. I've also heard, not
from Epicor, that it isn't really that bad as long as accounting is on
board with what will change behind the scenes. Any opinions?

Cheryl Elliott

[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]

[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]





[Non-text portions of this message have been removed]
So you're saying if we have a new production server that is 64 bit we can now install or launch the admin tools from that? Do we need any other special program or download from support to do this?
Â
We will be going from 8.03.409C up to 9.05.607A but Epicor will be doing the conversion for us. But for future patches and versions I want to make sure we can use the admin tools on 64 bit, so I don't have to have on a completely different server.
Â
thanks   Â

Melissa Hietala UMC, Inc. melissah@...


________________________________
From: Brian Roberts <broberts@...>
To: vantage@yahoogroups.com
Sent: Thursday, January 26, 2012 8:38 AM
Subject: RE: [Vantage] Group poll on Upgrades


Â
The 9.05 admin tools can run on a 64-bit server now, but I've heard some
of the conversion programs from 9.04 are still 32-bit only. Just FYI
for the original poster who was upgrading.

Brian.

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Greg Gillette
Sent: Thursday, January 26, 2012 8:55 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Group poll on Upgrades

You can launch the admin tools directly on the server now. I have
tested this with .607. I had heard it started at .606. You just need
to launch the client install on the server first.

Greg

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Zac Jason Woodward
Sent: Wednesday, January 25, 2012 4:14 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

Running the conversion on an x64 setup will tack on about 20% addition
time, if not more. The DB runs on the x64 machine, but all the
conversion have to run from a machine that has progress x32 (not epicor)
installed. All the utilities that epicor created are reliant on features
that don't exist on the x64 setup. Not a big deal once you are live. But
makes a big deal during the upgrade process.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and
experienced industry experts.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf Of Winter, Patrick
Sent: Wednesday, January 25, 2012 1:53 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

Why run the conversion or your test server with 32x progress, what's
hang up?

Patrick Winter

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Zac Jason Woodward
Sent: Wednesday, January 25, 2012 2:34 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

I agree with most everyone else. We did it ourselves about a year ago.
Going to reiterate a few points I agree on, and wish I could have done
in some cases

1. Have spare hardware to test with. ESXi makes this easy with VM's.
yeah may make it take longer due hardware limitations, but cost nothing.

2. Run the conversion on a x32 progress

3. Run the conversion on a machine with an SSD drive. If you can do RAID
0, it will be that much faster. This alone will save a significant
amount of time during the conversion process.

4. Run through the upgrade process as many times as you can in advance.
Use the epicor documentation as best you can. However create your own
document with step by step. I cannot stress this one enough. The epicor
documentation is lacking in some areas. You will find that your upgrade
process will be unique and you need to follow the process you are
comfortable with.

5. Run your production on a x64 progress install

6. Do not upgrade to your existing Vantage server. If all hell breaks
loose on the day you go live you will be able to fall back to Vantage
until you are ready to move forward again.

7. Use and keep multiple servers for the upgrade process. This will help
reduce time as you have to move the database for each part of the
upgrade.

8. If you are not on the version of Vantage that incorporates UOM, get a
test machine up and running and upgrade your database on it. During this
process some database files are created that you can use in the final
upgrade process that will help speed up the process.

9. Plan on all your customizations being broken. We chose to clean up
our code and completely rebuilt all of our customizations. A lot of it
was simply cut and paste, but there was enough change to justify
starting them from scratch.

10. Plan on fixing your custom reports. Crystal and epicor had some
updates to fix problems specifically related to date fields. In Vantage
you had to do a work around to get dates to work correctly. In 9 this
work around is broken and can be removed.

11. Backup/export all your finished customizations, BAQ's and reports.
This way when you go live all you have to do is import them and set them
as the defaults.

12. Test, test, test. Specifically in accounting and anything that
relates to UOM. Testing is the only way you will find problems and their
solutions. Make sure you document your solutions so you don't have to
reinvent the wheel. Some things cannot be backed up from a test
environment.

List can go on. But that's the major points I ran into. Feel free to
contact me.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com<http://www.ie-corp.com>

Creating customer confidence through extraordinary service and
experienced industry experts.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ]
On
Behalf Of Brian Roberts
Sent: Wednesday, January 25, 2012 1:14 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Cc: Cheryl Elliott
Subject: RE: [Vantage] Group poll on Upgrades

We recently upgraded from 6 to 9. At the very beginning of the project
we decided to pay Epicor to do some of the conversion for us, but now
that I know what was involved, we could have it ourselves. A lot of
steps, but all documented. But if your IT staff time is limited, paying
for that conversion might be worth it.

The financial changes are major, get accounting involved very early,
test like crazy. If you want to make any changes to your company or GL
structure, now's the time.

Brian.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Cheryl Elliott
Sent: Wednesday, January 25, 2012 12:28 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Group poll on Upgrades

We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
hoping for feedback from anyone with direct (or even indirect)
experience changing over. We have very thin IT staff and have heard
(from Epicor) that it will cost us Epicor-hours$$. I've also heard, not
from Epicor, that it isn't really that bad as long as accounting is on
board with what will change behind the scenes. Any opinions?

Cheryl Elliott

[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]

[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]

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




[Non-text portions of this message have been removed]
It's not really that big a deal to have the Admin Tools on another server, it doesn't need to be dedicated for that and can live on almost anything, I know many people have put the admin tools on a VM that they run when they need them, also if you are SQL, just put the Admin Tools on the SQL server and it will be better than any other option you have.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of melissa hietala
Sent: Friday, January 27, 2012 4:06 PM
To: vantage@yahoogroups.com
Cc: ksrussell@...
Subject: Re: [Vantage] Group poll on Upgrades

So you're saying if we have a new production server that is 64 bit we can now install or launch the admin tools from that? Do we need any other special program or download from support to do this?

We will be going from 8.03.409C up to 9.05.607A but Epicor will be doing the conversion for us. But for future patches and versions I want to make sure we can use the admin tools on 64 bit, so I don't have to have on a completely different server.

thanks

Melissa Hietala UMC, Inc. melissah@...


________________________________
From: Brian Roberts <broberts@...>
To: vantage@yahoogroups.com
Sent: Thursday, January 26, 2012 8:38 AM
Subject: RE: [Vantage] Group poll on Upgrades



The 9.05 admin tools can run on a 64-bit server now, but I've heard some
of the conversion programs from 9.04 are still 32-bit only. Just FYI
for the original poster who was upgrading.

Brian.

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Greg Gillette
Sent: Thursday, January 26, 2012 8:55 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Group poll on Upgrades

You can launch the admin tools directly on the server now. I have
tested this with .607. I had heard it started at .606. You just need
to launch the client install on the server first.

Greg

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Zac Jason Woodward
Sent: Wednesday, January 25, 2012 4:14 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

Running the conversion on an x64 setup will tack on about 20% addition
time, if not more. The DB runs on the x64 machine, but all the
conversion have to run from a machine that has progress x32 (not epicor)
installed. All the utilities that epicor created are reliant on features
that don't exist on the x64 setup. Not a big deal once you are live. But
makes a big deal during the upgrade process.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and
experienced industry experts.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf Of Winter, Patrick
Sent: Wednesday, January 25, 2012 1:53 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

Why run the conversion or your test server with 32x progress, what's
hang up?

Patrick Winter

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Zac Jason Woodward
Sent: Wednesday, January 25, 2012 2:34 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

I agree with most everyone else. We did it ourselves about a year ago.
Going to reiterate a few points I agree on, and wish I could have done
in some cases

1. Have spare hardware to test with. ESXi makes this easy with VM's.
yeah may make it take longer due hardware limitations, but cost nothing.

2. Run the conversion on a x32 progress

3. Run the conversion on a machine with an SSD drive. If you can do RAID
0, it will be that much faster. This alone will save a significant
amount of time during the conversion process.

4. Run through the upgrade process as many times as you can in advance.
Use the epicor documentation as best you can. However create your own
document with step by step. I cannot stress this one enough. The epicor
documentation is lacking in some areas. You will find that your upgrade
process will be unique and you need to follow the process you are
comfortable with.

5. Run your production on a x64 progress install

6. Do not upgrade to your existing Vantage server. If all hell breaks
loose on the day you go live you will be able to fall back to Vantage
until you are ready to move forward again.

7. Use and keep multiple servers for the upgrade process. This will help
reduce time as you have to move the database for each part of the
upgrade.

8. If you are not on the version of Vantage that incorporates UOM, get a
test machine up and running and upgrade your database on it. During this
process some database files are created that you can use in the final
upgrade process that will help speed up the process.

9. Plan on all your customizations being broken. We chose to clean up
our code and completely rebuilt all of our customizations. A lot of it
was simply cut and paste, but there was enough change to justify
starting them from scratch.

10. Plan on fixing your custom reports. Crystal and epicor had some
updates to fix problems specifically related to date fields. In Vantage
you had to do a work around to get dates to work correctly. In 9 this
work around is broken and can be removed.

11. Backup/export all your finished customizations, BAQ's and reports.
This way when you go live all you have to do is import them and set them
as the defaults.

12. Test, test, test. Specifically in accounting and anything that
relates to UOM. Testing is the only way you will find problems and their
solutions. Make sure you document your solutions so you don't have to
reinvent the wheel. Some things cannot be backed up from a test
environment.

List can go on. But that's the major points I ran into. Feel free to
contact me.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com<http://www.ie-corp.com>

Creating customer confidence through extraordinary service and
experienced industry experts.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ]
On
Behalf Of Brian Roberts
Sent: Wednesday, January 25, 2012 1:14 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Cc: Cheryl Elliott
Subject: RE: [Vantage] Group poll on Upgrades

We recently upgraded from 6 to 9. At the very beginning of the project
we decided to pay Epicor to do some of the conversion for us, but now
that I know what was involved, we could have it ourselves. A lot of
steps, but all documented. But if your IT staff time is limited, paying
for that conversion might be worth it.

The financial changes are major, get accounting involved very early,
test like crazy. If you want to make any changes to your company or GL
structure, now's the time.

Brian.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Cheryl Elliott
Sent: Wednesday, January 25, 2012 12:28 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Group poll on Upgrades

We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
hoping for feedback from anyone with direct (or even indirect)
experience changing over. We have very thin IT staff and have heard
(from Epicor) that it will cost us Epicor-hours$$. I've also heard, not
from Epicor, that it isn't really that bad as long as accounting is on
board with what will change behind the scenes. Any opinions?

Cheryl Elliott

[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]

[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]

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




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



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

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
Yes you can, no special download - just "install" the client on the
server. See answerbook #13656MPS (short & simple), and 1465BRK details
how it works.



Brian.



________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of melissa hietala
Sent: Friday, January 27, 2012 4:06 PM
To: vantage@yahoogroups.com
Cc: ksrussell@...
Subject: Re: [Vantage] Group poll on Upgrades





So you're saying if we have a new production server that is 64 bit we
can now install or launch the admin tools from that? Do we need any
other special program or download from support to do this?

We will be going from 8.03.409C up to 9.05.607A but Epicor will be doing
the conversion for us. But for future patches and versions I want to
make sure we can use the admin tools on 64 bit, so I don't have to have
on a completely different server.

thanks

Melissa Hietala UMC, Inc. melissah@...
<mailto:melissah%40ultramc.com>

________________________________
From: Brian Roberts <broberts@... <mailto:broberts%40gfxltd.com>
>
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Thursday, January 26, 2012 8:38 AM
Subject: RE: [Vantage] Group poll on Upgrades


The 9.05 admin tools can run on a 64-bit server now, but I've heard some
of the conversion programs from 9.04 are still 32-bit only. Just FYI
for the original poster who was upgrading.

Brian.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Greg Gillette
Sent: Thursday, January 26, 2012 8:55 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

You can launch the admin tools directly on the server now. I have
tested this with .607. I had heard it started at .606. You just need
to launch the client install on the server first.

Greg

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Zac Jason Woodward
Sent: Wednesday, January 25, 2012 4:14 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

Running the conversion on an x64 setup will tack on about 20% addition
time, if not more. The DB runs on the x64 machine, but all the
conversion have to run from a machine that has progress x32 (not epicor)
installed. All the utilities that epicor created are reliant on features
that don't exist on the x64 setup. Not a big deal once you are live. But
makes a big deal during the upgrade process.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com

Creating customer confidence through extraordinary service and
experienced industry experts.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf Of Winter, Patrick
Sent: Wednesday, January 25, 2012 1:53 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

Why run the conversion or your test server with 32x progress, what's
hang up?

Patrick Winter

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Zac Jason Woodward
Sent: Wednesday, January 25, 2012 2:34 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Group poll on Upgrades

I agree with most everyone else. We did it ourselves about a year ago.
Going to reiterate a few points I agree on, and wish I could have done
in some cases

1. Have spare hardware to test with. ESXi makes this easy with VM's.
yeah may make it take longer due hardware limitations, but cost nothing.

2. Run the conversion on a x32 progress

3. Run the conversion on a machine with an SSD drive. If you can do RAID
0, it will be that much faster. This alone will save a significant
amount of time during the conversion process.

4. Run through the upgrade process as many times as you can in advance.
Use the epicor documentation as best you can. However create your own
document with step by step. I cannot stress this one enough. The epicor
documentation is lacking in some areas. You will find that your upgrade
process will be unique and you need to follow the process you are
comfortable with.

5. Run your production on a x64 progress install

6. Do not upgrade to your existing Vantage server. If all hell breaks
loose on the day you go live you will be able to fall back to Vantage
until you are ready to move forward again.

7. Use and keep multiple servers for the upgrade process. This will help
reduce time as you have to move the database for each part of the
upgrade.

8. If you are not on the version of Vantage that incorporates UOM, get a
test machine up and running and upgrade your database on it. During this
process some database files are created that you can use in the final
upgrade process that will help speed up the process.

9. Plan on all your customizations being broken. We chose to clean up
our code and completely rebuilt all of our customizations. A lot of it
was simply cut and paste, but there was enough change to justify
starting them from scratch.

10. Plan on fixing your custom reports. Crystal and epicor had some
updates to fix problems specifically related to date fields. In Vantage
you had to do a work around to get dates to work correctly. In 9 this
work around is broken and can be removed.

11. Backup/export all your finished customizations, BAQ's and reports.
This way when you go live all you have to do is import them and set them
as the defaults.

12. Test, test, test. Specifically in accounting and anything that
relates to UOM. Testing is the only way you will find problems and their
solutions. Make sure you document your solutions so you don't have to
reinvent the wheel. Some things cannot be backed up from a test
environment.

List can go on. But that's the major points I ran into. Feel free to
contact me.

"Zac" Jason Woodward
Network Administrator
Intermountain Electronics, Inc.
O: 877-544-2291
M: 435-820-6515
F: 435-637-9601
www.ie-corp.com<http://www.ie-corp.com>

Creating customer confidence through extraordinary service and
experienced industry experts.

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ]
On
Behalf Of Brian Roberts
Sent: Wednesday, January 25, 2012 1:14 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Cc: Cheryl Elliott
Subject: RE: [Vantage] Group poll on Upgrades

We recently upgraded from 6 to 9. At the very beginning of the project
we decided to pay Epicor to do some of the conversion for us, but now
that I know what was involved, we could have it ourselves. A lot of
steps, but all documented. But if your IT staff time is limited, paying
for that conversion might be worth it.

The financial changes are major, get accounting involved very early,
test like crazy. If you want to make any changes to your company or GL
structure, now's the time.

Brian.

________________________________

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
On Behalf
Of Cheryl Elliott
Sent: Wednesday, January 25, 2012 12:28 PM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Group poll on Upgrades

We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
hoping for feedback from anyone with direct (or even indirect)
experience changing over. We have very thin IT staff and have heard
(from Epicor) that it will cost us Epicor-hours$$. I've also heard, not
from Epicor, that it isn't really that bad as long as accounting is on
board with what will change behind the scenes. Any opinions?

Cheryl Elliott

[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]

[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]

[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]
If I launch the admin tools icon on 64 bit I get The shared memory version is 35979264 expected is 12009 (1178)

If I try to install the client from the 64 bid dvd, it can't find the Open Edge install in the registry.....

--- In vantage@yahoogroups.com, "Greg Gillette" <ggillette@...> wrote:
>
> You can launch the admin tools directly on the server now. I have
> tested this with .607. I had heard it started at .606. You just need
> to launch the client install on the server first.
>
>
>
> Greg
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Zac Jason Woodward
> Sent: Wednesday, January 25, 2012 4:14 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Group poll on Upgrades
>
>
>
>
>
> Running the conversion on an x64 setup will tack on about 20% addition
> time, if not more. The DB runs on the x64 machine, but all the
> conversion have to run from a machine that has progress x32 (not epicor)
> installed. All the utilities that epicor created are reliant on features
> that don't exist on the x64 setup. Not a big deal once you are live. But
> makes a big deal during the upgrade process.
>
> "Zac" Jason Woodward
> Network Administrator
> Intermountain Electronics, Inc.
> O: 877-544-2291
> M: 435-820-6515
> F: 435-637-9601
> www.ie-corp.com
>
> Creating customer confidence through extraordinary service and
> experienced industry experts.
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf Of Winter, Patrick
> Sent: Wednesday, January 25, 2012 1:53 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Group poll on Upgrades
>
> Why run the conversion or your test server with 32x progress, what's
> hang up?
>
> Patrick Winter
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
> On Behalf
> Of Zac Jason Woodward
> Sent: Wednesday, January 25, 2012 2:34 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Group poll on Upgrades
>
> I agree with most everyone else. We did it ourselves about a year ago.
> Going to reiterate a few points I agree on, and wish I could have done
> in some cases
>
> 1. Have spare hardware to test with. ESXi makes this easy with VM's.
> yeah may make it take longer due hardware limitations, but cost nothing.
>
> 2. Run the conversion on a x32 progress
>
> 3. Run the conversion on a machine with an SSD drive. If you can do RAID
> 0, it will be that much faster. This alone will save a significant
> amount of time during the conversion process.
>
> 4. Run through the upgrade process as many times as you can in advance.
> Use the epicor documentation as best you can. However create your own
> document with step by step. I cannot stress this one enough. The epicor
> documentation is lacking in some areas. You will find that your upgrade
> process will be unique and you need to follow the process you are
> comfortable with.
>
> 5. Run your production on a x64 progress install
>
> 6. Do not upgrade to your existing Vantage server. If all hell breaks
> loose on the day you go live you will be able to fall back to Vantage
> until you are ready to move forward again.
>
> 7. Use and keep multiple servers for the upgrade process. This will help
> reduce time as you have to move the database for each part of the
> upgrade.
>
> 8. If you are not on the version of Vantage that incorporates UOM, get a
> test machine up and running and upgrade your database on it. During this
> process some database files are created that you can use in the final
> upgrade process that will help speed up the process.
>
> 9. Plan on all your customizations being broken. We chose to clean up
> our code and completely rebuilt all of our customizations. A lot of it
> was simply cut and paste, but there was enough change to justify
> starting them from scratch.
>
> 10. Plan on fixing your custom reports. Crystal and epicor had some
> updates to fix problems specifically related to date fields. In Vantage
> you had to do a work around to get dates to work correctly. In 9 this
> work around is broken and can be removed.
>
> 11. Backup/export all your finished customizations, BAQ's and reports.
> This way when you go live all you have to do is import them and set them
> as the defaults.
>
> 12. Test, test, test. Specifically in accounting and anything that
> relates to UOM. Testing is the only way you will find problems and their
> solutions. Make sure you document your solutions so you don't have to
> reinvent the wheel. Some things cannot be backed up from a test
> environment.
>
> List can go on. But that's the major points I ran into. Feel free to
> contact me.
>
> "Zac" Jason Woodward
> Network Administrator
> Intermountain Electronics, Inc.
> O: 877-544-2291
> M: 435-820-6515
> F: 435-637-9601
> www.ie-corp.com<http://www.ie-corp.com>
>
> Creating customer confidence through extraordinary service and
> experienced industry experts.
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ]
> On
> Behalf Of Brian Roberts
> Sent: Wednesday, January 25, 2012 1:14 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Cc: Cheryl Elliott
> Subject: RE: [Vantage] Group poll on Upgrades
>
> We recently upgraded from 6 to 9. At the very beginning of the project
> we decided to pay Epicor to do some of the conversion for us, but now
> that I know what was involved, we could have it ourselves. A lot of
> steps, but all documented. But if your IT staff time is limited, paying
> for that conversion might be worth it.
>
> The financial changes are major, get accounting involved very early,
> test like crazy. If you want to make any changes to your company or GL
> structure, now's the time.
>
> Brian.
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
> On Behalf
> Of Cheryl Elliott
> Sent: Wednesday, January 25, 2012 12:28 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Group poll on Upgrades
>
> We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
> hoping for feedback from anyone with direct (or even indirect)
> experience changing over. We have very thin IT staff and have heard
> (from Epicor) that it will cost us Epicor-hours$$. I've also heard, not
> from Epicor, that it isn't really that bad as long as accounting is on
> board with what will change behind the scenes. Any opinions?
>
> Cheryl Elliott
>
> [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]
>
> [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]
>
It can't find the OpenEdge install in the registry because it's trying to
find the OpenEdge 10.2A 32-bit version registry entries.

You need to make some manual edits to run the Admin Tools on a 64-bit
installation of OpenEdge.

ALSO NOTE THAT NOT ALL CONVERSIONS WILL WORK WITH THIS SETUP, THERE ARE
STILL BUGS IN IT AND YOU SHOULD HAVE A 32-BIT INSTALL STILL FOR COMPLETE
CONVERSIONS.

Summary:

How to setup the Admin Tools to run on Windows 64-bit server?

Details:


XA905

Issues:
- The Epicor Admin Tools are not available on 64-bit
- The Epicor Install Guide requires the installation of an Admin 32-bit
Workstation
- Running the Admin Tools on 64-bit returns a shared memory error such as
"The shared memory is version 50331648; expected 12009 (1178)"

Resolution:
Although not mentioned in the install guide since 9.05.603 it is possible to
setup the Epicor Admin Tools on a Windows 64-bit server

Steps:

1. Make sure you are running at least Open Edge 10.2A with SP3 and HF 23

2. Change the ProPath in the INI file specified in the Admin Tools shortcut
to include the new 32 bit paths:
e.g. E:\Epicor905\32\Server , E:\Epicor905\32\ClientServer

3. Right Click the Epicor Admin Tools icon and change the START IN to also
include the \32 folder:
e.g. Full Start In: line would be: E:\Epicor905\32\ClientServer

4. If it is on SQL, make sure you are not using a Read-Only schema holders
and create a 32-bit DSN if necessary by running:
C:\windows\SysWOW64\odbcad32.exe

5. Edit the .PF files to use TCP packets vs a direct shared memory
connection.
Add the -N -H -S parameters. (-S will be the database port defined in
oe102a\properties\conmgr.properties)

Example if you are running a Progress DB

BEFORE:
-Mm 1024 -mmax 65534 -Bt 4096 -s 8000 -yy 1970 -stsh 31 -inp 32000 -tok 4000
-TB 31..
-T "C:\EpicorData\"
-db "C:\Epicor905\db\mfgsys"
-cpinternal utf-8 -cpstream utf-8 -cprcodein utf-8 -cpcoll icu-uca

AFTER:
-Mm 1024 -mmax 65534 -Bt 4096 -s 8000 -yy 1970 -stsh 31 -inp 32000 -tok 4000
-TB 31 -TM 32 -D 500 -l 1000 -ttmarshal 5 -tmpbsize 8 -rereadnolock -lkwtmo
180
-T "C:\EpicorData\"
-db mfgsys -N TCP -H localhost -S 9400
-cpinternal utf-8 -cpstream utf-8 -cprcodein utf-8 -cpcoll icu-uca



Ned
Alternative Technology Solutions



-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
bw2868bond
Sent: Thursday, February 09, 2012 10:28 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Group poll on Upgrades

If I launch the admin tools icon on 64 bit I get The shared memory version
is 35979264 expected is 12009 (1178)

If I try to install the client from the 64 bid dvd, it can't find the Open
Edge install in the registry.....

--- In vantage@yahoogroups.com, "Greg Gillette" <ggillette@...> wrote:
>
> You can launch the admin tools directly on the server now. I have
> tested this with .607. I had heard it started at .606. You just need
> to launch the client install on the server first.
>
>
>
> Greg
>
>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
> Behalf Of Zac Jason Woodward
> Sent: Wednesday, January 25, 2012 4:14 PM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] Group poll on Upgrades
>
>
>
>
>
> Running the conversion on an x64 setup will tack on about 20% addition
> time, if not more. The DB runs on the x64 machine, but all the
> conversion have to run from a machine that has progress x32 (not
> epicor) installed. All the utilities that epicor created are reliant
> on features that don't exist on the x64 setup. Not a big deal once you
> are live. But makes a big deal during the upgrade process.
>
> "Zac" Jason Woodward
> Network Administrator
> Intermountain Electronics, Inc.
> O: 877-544-2291
> M: 435-820-6515
> F: 435-637-9601
> www.ie-corp.com
>
> Creating customer confidence through extraordinary service and
> experienced industry experts.
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ]
> On Behalf Of Winter, Patrick
> Sent: Wednesday, January 25, 2012 1:53 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Group poll on Upgrades
>
> Why run the conversion or your test server with 32x progress, what's
> hang up?
>
> Patrick Winter
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
> On Behalf
> Of Zac Jason Woodward
> Sent: Wednesday, January 25, 2012 2:34 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] Group poll on Upgrades
>
> I agree with most everyone else. We did it ourselves about a year ago.
> Going to reiterate a few points I agree on, and wish I could have done
> in some cases
>
> 1. Have spare hardware to test with. ESXi makes this easy with VM's.
> yeah may make it take longer due hardware limitations, but cost nothing.
>
> 2. Run the conversion on a x32 progress
>
> 3. Run the conversion on a machine with an SSD drive. If you can do
> RAID 0, it will be that much faster. This alone will save a
> significant amount of time during the conversion process.
>
> 4. Run through the upgrade process as many times as you can in advance.
> Use the epicor documentation as best you can. However create your own
> document with step by step. I cannot stress this one enough. The
> epicor documentation is lacking in some areas. You will find that your
> upgrade process will be unique and you need to follow the process you
> are comfortable with.
>
> 5. Run your production on a x64 progress install
>
> 6. Do not upgrade to your existing Vantage server. If all hell breaks
> loose on the day you go live you will be able to fall back to Vantage
> until you are ready to move forward again.
>
> 7. Use and keep multiple servers for the upgrade process. This will
> help reduce time as you have to move the database for each part of the
> upgrade.
>
> 8. If you are not on the version of Vantage that incorporates UOM, get
> a test machine up and running and upgrade your database on it. During
> this process some database files are created that you can use in the
> final upgrade process that will help speed up the process.
>
> 9. Plan on all your customizations being broken. We chose to clean up
> our code and completely rebuilt all of our customizations. A lot of it
> was simply cut and paste, but there was enough change to justify
> starting them from scratch.
>
> 10. Plan on fixing your custom reports. Crystal and epicor had some
> updates to fix problems specifically related to date fields. In
> Vantage you had to do a work around to get dates to work correctly. In
> 9 this work around is broken and can be removed.
>
> 11. Backup/export all your finished customizations, BAQ's and reports.
> This way when you go live all you have to do is import them and set
> them as the defaults.
>
> 12. Test, test, test. Specifically in accounting and anything that
> relates to UOM. Testing is the only way you will find problems and
> their solutions. Make sure you document your solutions so you don't
> have to reinvent the wheel. Some things cannot be backed up from a
> test environment.
>
> List can go on. But that's the major points I ran into. Feel free to
> contact me.
>
> "Zac" Jason Woodward
> Network Administrator
> Intermountain Electronics, Inc.
> O: 877-544-2291
> M: 435-820-6515
> F: 435-637-9601
> www.ie-corp.com<http://www.ie-corp.com>
>
> Creating customer confidence through extraordinary service and
> experienced industry experts.
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> ] On Behalf Of Brian Roberts
> Sent: Wednesday, January 25, 2012 1:14 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> Cc: Cheryl Elliott
> Subject: RE: [Vantage] Group poll on Upgrades
>
> We recently upgraded from 6 to 9. At the very beginning of the project
> we decided to pay Epicor to do some of the conversion for us, but now
> that I know what was involved, we could have it ourselves. A lot of
> steps, but all documented. But if your IT staff time is limited,
> paying for that conversion might be worth it.
>
> The financial changes are major, get accounting involved very early,
> test like crazy. If you want to make any changes to your company or GL
> structure, now's the time.
>
> Brian.
>
> ________________________________
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>]
> On Behalf
> Of Cheryl Elliott
> Sent: Wednesday, January 25, 2012 12:28 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Group poll on Upgrades
>
> We're thinking about upgrading from Vantage 8.03 to Epicor 9 and I was
> hoping for feedback from anyone with direct (or even indirect)
> experience changing over. We have very thin IT staff and have heard
> (from Epicor) that it will cost us Epicor-hours$$. I've also heard,
> not from Epicor, that it isn't really that bad as long as accounting
> is on board with what will change behind the scenes. Any opinions?
>
> Cheryl Elliott
>
> [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]
>
> [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]
>




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

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/linksYahoo! Groups Links
Thanks for that info - Schema change will run now.
The part about editing the pf file to use tcp instead of shared memory kinda indicates you might just as well run the changes on a 32 bit workstation......

--- In vantage@yahoogroups.com, "Ned C." <TechnoBabbly@...> wrote:
>
> It can't find the OpenEdge install in the registry because it's trying to
> find the OpenEdge 10.2A 32-bit version registry entries.
>
> You need to make some manual edits to run the Admin Tools on a 64-bit
> installation of OpenEdge.
>
> ALSO NOTE THAT NOT ALL CONVERSIONS WILL WORK WITH THIS SETUP, THERE ARE
> STILL BUGS IN IT AND YOU SHOULD HAVE A 32-BIT INSTALL STILL FOR COMPLETE
> CONVERSIONS.
>
> Summary:
>
> How to setup the Admin Tools to run on Windows 64-bit server?
>
> Details:
>
>
> XA905
>
> Issues:
> - The Epicor Admin Tools are not available on 64-bit
> - The Epicor Install Guide requires the installation of an Admin 32-bit
> Workstation
> - Running the Admin Tools on 64-bit returns a shared memory error such as
> "The shared memory is version 50331648; expected 12009 (1178)"
>
> Resolution:
> Although not mentioned in the install guide since 9.05.603 it is possible to
> setup the Epicor Admin Tools on a Windows 64-bit server
>
> Steps:
>
> 1. Make sure you are running at least Open Edge 10.2A with SP3 and HF 23
>
> 2. Change the ProPath in the INI file specified in the Admin Tools shortcut
> to include the new 32 bit paths:
> e.g. E:\Epicor905\32\Server , E:\Epicor905\32\ClientServer
>
> 3. Right Click the Epicor Admin Tools icon and change the START IN to also
> include the \32 folder:
> e.g. Full Start In: line would be: E:\Epicor905\32\ClientServer
>
> 4. If it is on SQL, make sure you are not using a Read-Only schema holders
> and create a 32-bit DSN if necessary by running:
> C:\windows\SysWOW64\odbcad32.exe
>
> 5. Edit the .PF files to use TCP packets vs a direct shared memory
> connection.
> Add the -N -H -S parameters. (-S will be the database port defined in
> oe102a\properties\conmgr.properties)
>
> Example if you are running a Progress DB
>
> BEFORE:
> -Mm 1024 -mmax 65534 -Bt 4096 -s 8000 -yy 1970 -stsh 31 -inp 32000 -tok 4000
> -TB 31..
> -T "C:\EpicorData\"
> -db "C:\Epicor905\db\mfgsys"
> -cpinternal utf-8 -cpstream utf-8 -cprcodein utf-8 -cpcoll icu-uca
>
> AFTER:
> -Mm 1024 -mmax 65534 -Bt 4096 -s 8000 -yy 1970 -stsh 31 -inp 32000 -tok 4000
> -TB 31 -TM 32 -D 500 -l 1000 -ttmarshal 5 -tmpbsize 8 -rereadnolock -lkwtmo
> 180
> -T "C:\EpicorData\"
> -db mfgsys -N TCP -H localhost -S 9400
> -cpinternal utf-8 -cpstream utf-8 -cprcodein utf-8 -cpcoll icu-uca
>
>
>
> Ned
> Alternative Technology Solutions
>
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> bw2868bond
> Sent: Thursday, February 09, 2012 10:28 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Group poll on Upgrades
>
> If I launch the admin tools icon on 64 bit I get The shared memory version
> is 35979264 expected is 12009 (1178)
>
> If I try to install the client from the 64 bid dvd, it can't find the Open
> Edge install in the registry.....
>
> --- In vantage@yahoogroups.com, "Greg Gillette" <ggillette@> wrote:
> >
> > You can launch the admin tools directly on the server now. I have
> > tested this with .607. I had heard it started at .606. You just need
> > to launch the client install on the server first.
> >
> >
> >
> > Greg
> >
> >
> >