Transcript Preparing for Successful R7 Migration

Business Systems for Manufacturers
Preparing for a Successful
R7 Migration
Ruth Pharr
CISTECH, Inc.
www.cistech.net
Session Objectives
Business Systems for Manufacturers
Part 1 - Planning and Preparation
Gain an understanding of the planning and
preparation tasks to implement R7, including
initial server installation and migration.
Part 2 - Client Architecture Implementation
Discuss the requirements and review the process
for implementing the R7 Power Architecture
including Link Manager, Power Link and Net Link.
www.cistech.net
Agenda
Business Systems for Manufacturers
1. R7 Requirements
2. Technical Planning
3. Installation and Migration
4. Integration and Testing
5. Go-Live and Support
6. Helpful Resources
7. Summary
www.cistech.net
R7 Requirements
Business Systems for Manufacturers
iSeries Requirements
•Minimum OS/400 release for R7 is V5R2
•Latest iSeries fixes (V5R4)
SF99540 Latest cumulative package
SF99504 Database PTFs
SF99539 Group Hipers
SF99369 Java PTFs
www.cistech.net
R7 Requirements
Business Systems for Manufacturers
XA Requirements
•RPG Compiler (for migration tools)
•XAR6 client must be at level 17 or higher or
conversion will not work
User definitions
Integrator customizations
www.cistech.net
Technical Planning
Business Systems for Manufacturers
R7 Online Questionnaire
http://support.mapics.com/r7orderhm.htm
–Required to order R7
–Can your iSeries run R7 clients
–Ensure successful implementation
•Current system configuration
•5250 users and Power users
•Typical PC configuration
•Will you need help
www.cistech.net
Technical Planning
Business Systems for Manufacturers
www.cistech.net
Technical Planning
Business Systems for Manufacturers
•Infor and your affiliate will work with you
to verify that your machine will handle new
requirements for Java applications (Power
Architecture)
•Collect performance data
•Use capacity planning tools to determine if hardware
upgrades are recommended
•Perform upgrades in advance
Customers who approach R7 implementation this
way achieve better results.
www.cistech.net
Technical Planning
Business Systems for Manufacturers
• Create custom R7 checklist based on
your path
– CISTECH’s template Excel Worksheet *
– Update with latest information from Infor
documentation
– Assign responsibilities and target dates
– Manage your implementation effort
*Not intended to be used as a complete step-by-step guide
www.cistech.net
Business Systems for Manufacturers
Questions
on R7 Requirements
or Technical Planning?
www.cistech.net
Technical Planning
Business Systems for Manufacturers
Five Phases
1. Planning and Preparation
2. Initial Install and Test Migration
3. Integration, Tuning and User Training
4. Final Migration and Go-Live
5. Post-Migration Support
www.cistech.net
Technical Planning
Business Systems for Manufacturers
1. Planning and Preparation
– Review R7 application changes
• SH14411 Technical Newsletter
– Review R7 Upgrade information
• SH14412 Technical Planning Guide
• SH14413 R7 Install/Upgrade Guide
• SH15308 R6 to R7 Migration Steps
– Check Third-Party Applications
– Analyze changes to custom code
www.cistech.net
Installation and Migration
Business Systems for Manufacturers
2. Initial Install and Test Migration
– Enter keys
– Perform initial installation (CAS)
– Install applications that will be
migrated to R7 and run tailoring
– Apply latest PCMs
– Download and apply migration fixes
– Run migration process
www.cistech.net
Installation and Migration
Business Systems for Manufacturers
XAR6 to XAR7 Migration Example:
•XAR6 - apply SH14057 and activate new Security
Areas to be migrated to R7 (one time)
•Same applications installed in the from and to
environments
•Install any new applications in a duplicate
environment for testing and training
•Verify migration was successful
•View migration report MIGRnR7P
(n = your current release)
www.cistech.net
Installation and Migration
Business Systems for Manufacturers
www.cistech.net
Installation and Migration
Business Systems for Manufacturers
www.cistech.net
Installation and Migration
Business Systems for Manufacturers
Date
2/02/06
www.cistech.net
Time
9:24:14
File Migration Report Listing
THE MIGRATIONS WERE SUCCESSFUL FOR ALL OTHER INSTALLED APPLICATIONS
** END OF REPORT **
MIGR6R7P
Integration and Testing
Business Systems for Manufacturers
3. Integration, Tuning and User
Training
– Integrate R7 with custom code
CISTECH’s Upgrade Assistant:
– Minimize effort and cost
– Minimize risk
– Tune the environment (clients)
– Conduct User Training
www.cistech.net
Business Systems for Manufacturers
Questions
on R7 Migration
or Integration?
www.cistech.net
Go-Live and Support
Business Systems for Manufacturers
4. Final Migration and Go-Live
– Download and apply latest migration tool
fixes
– Run migration process again
5. Post-Migration Support
– User Support
– Download/apply PTFs as needed
– Client Tuning
www.cistech.net
Helpful Resources
Business Systems for Manufacturers
Contact CISTECH or your affiliate for
help with:
•
•
•
•
•
Planning for R7
iSeries Upgrades
R7 Installation and migration
User Training for R7 applications
Integrate your custom code using Upgrade
Assistant
• Performance analysis and tuning
• Training for IT Personnel
www.cistech.net
Summary
Business Systems for Manufacturers
• R7 requires extra planning, particularly
with the client applications
• Minimum OS Release is V5R2
• R7 server installation has not changed
• R7 migration supported for R4, R5 & R6
• You have resources and tools to help
you succeed
www.cistech.net
Business Systems for Manufacturers
R7 Implementation
Java Architecture Implementation
www.cistech.net
Agenda
Business Systems for Manufacturers
1. R7 Requirements
2. Host and Network Configuration
3. R7 Java Architecture
4. Client Installation
5. Performance Considerations
6. Summary
www.cistech.net
R7 Requirements
Business Systems for Manufacturers
IT Skills Needed
•Familiar with iSeries Integrated File System
(IFS)
•Experience configuring TCP/IP on the iSeries
•Basic networking skills
•Understanding of iSeries Database (for
tuning clients by creating logical files)
www.cistech.net
Technical Planning
Business Systems for Manufacturers
•Infor and your affiliate will work with you
to verify that your machine will handle new
requirements for Java applications
(“Browser” Architecture)
•Collect performance data
•Use capacity planning tools to determine if hardware
upgrades are recommended
•Perform upgrades in advance
Customers who approach R7 implementation this
way achieve better results.
www.cistech.net
R7 Requirements
Business Systems for Manufacturers
iSeries Requirements
•5722JC1 Toolbox for Java
•5722JV1 Java Developer Kit Options
•*BASE Developer Kit for Java
•Java Developer Kit 1.4
•OS400 (5722SS1) Option 30 – QSHELL
•5722TC1 TCP/IP Connectivity Utilities
•Latest iSeries Java PTFs from IBM
•Latest iSeries Cumulative Package
www.cistech.net
R7 Requirements
Business Systems for Manufacturers
• PC Requirements (Recommended)
• OS
Windows
• Memory
512 (256 MB free)
better:
1GB (512 MB free)
• Processor
Pentium II 400
• Disk
20 GB (200 MB free)
• Display
XGA
• Resolution
1024x768
• Internet Browser with Java enabled
www.cistech.net
Business Systems for Manufacturers
Questions
On
R7 Requirements?
www.cistech.net
Host Configuration
Business Systems for Manufacturers
iSeries Configuration Requirements
• Domain Entry for host to participate on
the network
• Host Table Entry for identifying the
host
• Configure Netserver to view IFS
directories
www.cistech.net
Host Configuration
Business Systems for Manufacturers
CFGTCP Option 12
www.cistech.net
Host Configuration
Business Systems for Manufacturers
CFGTCP Option 10
www.cistech.net
Network Configuration
Business Systems for Manufacturers
Network Configuration Requirements
• Domain Name Services (DNS)
• Must be able to ping using host
names:
• From iSeries to the PC
• From PC to iSeries
• Create a share to MAPICS directory in
the IFS
www.cistech.net
Business Systems for Manufacturers
Questions
On
Configuration?
www.cistech.net
R7 Java Architecture
Business Systems for Manufacturers
LinkManager
• Management and maintenance for client
environment
PowerLink
• Browser with new look and feel
• Internal LAN only
NetLink
• Thin client
• Internet Access
www.cistech.net
Client Installation
Business Systems for Manufacturers
SH14777 (download from E:Info)
•
•
•
Installation Guide for R7 Clients
LinkManager User Guide
New Features at latest fix level
Install IFS Client Objects from CD (SH14608)
•
•
www.cistech.net
Restore server objects to the AMXLIBx library
Initialize IFS for the environment
• Sign on to environment as QSECOFR
• Enter the XA environment to be installed
• Key INZIFS on command line
• Enter to accept English as default help text
R7 Java Architecture
Business Systems for Manufacturers
iSeries IFS Environment
• Folders created in IFS when you run
environment initialization
\\hostname\root\MAPICS\AMALIBx
(x=application designator)
• Contain Java applications (.jar files)
• Client configuration stored here
• Fixes for clients are placed in IFS for
download and applying to clients at login
www.cistech.net
R7 Java Architecture
Business Systems for Manufacturers
XA R7 Environments
R7, RE, ZC, and ZB
www.cistech.net
R7 Java Architecture
Business Systems for Manufacturers
XA R7 Environments
R7, RE and RV
To manually
create a new
environment
from an existing
one, you run an
XA command to
copy folders
and restart all
the Java Server
Jobs
*refer to E:Info
knowledge base
www.cistech.net
Client Installation
Business Systems for Manufacturers
Start the Global Environment
1. Log on to iSeries
2. Start Global Environment
PSICTLUJB ENV(xy) UJOB(PSVJUP) OPTION(*GLOBAL)
(xy) is the environment designator
3. WAIT for the two jobs in QUSRWRK to
reach JVAW status
• MPXREGSRV
• MPXMGRSRV
IMPORTANT: Do not start U-jobs for environment until
instructed to do so in the installation guide
www.cistech.net
Client Installation
Business Systems for Manufacturers
www.cistech.net
Client Installation
Business Systems for Manufacturers
Install Java Runtime Environment
• Java Runtime 1.4.2 is required
• Remove previous versions using
Add/Remove Programs before installing
• Installed only once per PC
• Navigate to URL for LinkManager or
PowerLink installation (in next slides)
1. Click on Java Runtime Environment 1.4.2 in
the Title to begin installation
2. Follow prompts and accept certificates
www.cistech.net
Client Installation
Business Systems for Manufacturers
Click
www.cistech.net
Client Installation
Business Systems for Manufacturers
Install LinkManager
1. Only IT Personnel PCs or a server
2. Open your web browser
3. Navigate to this address
Http://<<host>>.<<domain>>:36001/LinkManager/
(host) is the name of your iSeries
(domain) is the name of your domain
1. Click on Infor XA Link Manager in the title
to begin installation
2. Follow prompts and accept certificates
www.cistech.net
Client Installation
Business Systems for Manufacturers
Click
www.cistech.net
Client Installation
Business Systems for Manufacturers
www.cistech.net
Client Installation
Business Systems for Manufacturers
www.cistech.net
Client Installation
Business Systems for Manufacturers
Install PowerLink
1. Apply client fix package before initial
installation of PowerLink
SH14855 (look for future session on PTFs)
2. Start U-Job for MAPICS Java Server in
the desired environment
–
–
PSICTLUJB ENV(xy) UJOB(PSVJUP) REQUEST(*START)
OR Start the PSVJUP U-Job in CAS
NOTE: Conversion of User Definitions and Integrator Business
Objects will occur the first time you start the U-Job for the
environment (after a data migration)
3. Wait for U-Job to become active
www.cistech.net
Client Installation
Business Systems for Manufacturers
PSVJUP
is active
Active
Job is in
DEQW
status
www.cistech.net
Client Installation
Business Systems for Manufacturers
Install PowerLink
4. Navigate to this address
Http://<<host>>.<<domain>>:36001/PowerLink/xy
(host) is the name of your iSeries
(domain) is the name of your domain
(xy) is the designator for the R7 environment
5. Click on Infor XA Power-Link R7 in the
title to begin installation
6. Follow prompts and accept certificates
www.cistech.net
Client Installation
Business Systems for Manufacturers
Click
www.cistech.net
Client Installation
Business Systems for Manufacturers
www.cistech.net
Client Installation
Business Systems for Manufacturers
www.cistech.net
Client Installation
Business Systems for Manufacturers
www.cistech.net
Business Systems for Manufacturers
Questions
On
Client Installation?
www.cistech.net
Client Installation
Business Systems for Manufacturers
Install NetLink
• NOTHING TO INSTALL
• Web Browser Access over Internet
• Navigate to this address
Http://<<host>>.<<domain>>:36001/NetLink/
(host) is the name of your iSeries
(domain) is the name of your domain
www.cistech.net
Client Installation
Business Systems for Manufacturers
www.cistech.net
Client Installation
Business Systems for Manufacturers
www.cistech.net
Client Installation
Business Systems for Manufacturers
NetLink vs. PowerLink
• Create, Change, Copy and Delete actions are
supported in both
• The following are available only in
PowerLink:
–
–
–
Mass actions (Mass change, mass delete…)
Quick Change, Compare, Host Print and Host
Jobs
Wizards (MO close, Create PO from requisition,
Check Component Availability…)
www.cistech.net
Performance
Business Systems for Manufacturers
Performance Considerations
– Logicals for faster data access
– Apply latest Database PTF package from IBM
– Switches vs. Hubs
– Network traffic – Performance Assessment
– iSeries Performance configuration
– Meet recommended PC requirements
– Auxiliary Servers for NetLink and SystemLink
Response Time depends
on your network and PC configuration
more than ever before
www.cistech.net
Performance
Business Systems for Manufacturers
iSeries Performance Configuration (SH14413)
– MAXACT for *BASE pool (WRKSYSSTS) - start high,
adjust as needed
– System Values
– QACTJOB
400
– QADLTOTJ
50
– QMAXACTLVL *NOMAX
– QPRCMLTTSK 1
– QTOTJOB
1000
– QUTCOFFSET Offset for your time zone
www.cistech.net
Performance
Business Systems for Manufacturers
iSeries Performance Configuration (SH14413)
– Prestart Jobs – set maximum usage to 1
CHGPJE SBSD(QSYS/sbsd) PGM(QSYS/pgm) MAXUSE(1)
SBSD
QUSRWRK
QUSRWRK
QSERVER
QSERVER
www.cistech.net
PGM
QZDASOINIT
QZRCSRVS
QZDAINIT
QPWFSERVSO
Helpful Resources
Business Systems for Manufacturers
Contact CISTECH or your affiliate for
help with:
•
•
•
•
•
Planning for R7
iSeries Upgrades
R7 Installation and migration
User Training for R7 applications
Integrate your custom code using Upgrade
Assistant
• Performance analysis and tuning
• Training for IT Personnel
www.cistech.net
Summary
Business Systems for Manufacturers
• R7 Power Architecture has more
hardware resource considerations
• LinkManager provides maintenance and
administration to application servers
• PowerLink has replaced the Browser
• NetLink should be installed on an
auxiliary server for best performance
www.cistech.net
Thank You!
Business Systems for Manufacturers
Technical Information
Ruth Pharr
[email protected]
704-814-0007
Sales Information
Mike Taylor
[email protected]
423-266-3011
www.cistech.net
Belinda Daub
[email protected]
704-814-0004