“No Worries”R7 Upgrade Plan

Ruth A. PharrSr. Technical Consultant ruth.pharr@cistech.net

Ruth A. PharrProfessional Experience• 20 Years IT and Manufacturing

Experience• 11 Years XA Experience• 10 Years AS/400 Installation/Migration

Experience

MAPICS Experience• 11 Years Development• 9 Years Implementation

Recent Customer Success• Volunteer Blind– Successfully migrated

them to a new AS/400 and from DB to R7.

My background in manufacturing in conjunction with my IT and XA experience

allow me to provide my customers a wide range of

technical expertise.

Agenda

1.1. R7 RequirementsR7 Requirements

2.2. Technical PlanningTechnical Planning

3.3. Installation and MigrationInstallation and Migration

4.4. Integration and TestingIntegration and Testing

5.5. Go-Live and SupportGo-Live and Support

6.6. SummarySummary

iSeries Requirements iSeries Requirements •Minimum OS/400 release level V5R2Minimum OS/400 release level V5R2•5722JC1 Toolbox for Java5722JC1 Toolbox for Java•5722JV1 Java Developer Kit Options 5722JV1 Java Developer Kit Options

•*BASE Developer Kit for Java*BASE Developer Kit for Java•Java Developer Kit 1.3Java Developer Kit 1.3•Java Developer Kit 1.4 Java Developer Kit 1.4

•OS400 (5722SS1) Option 30 – OS400 (5722SS1) Option 30 – QSHELLQSHELL•5722TC1 TCP/IP Connectivity Utilities5722TC1 TCP/IP Connectivity Utilities

R7 Requirements

iSeries Requirements iSeries Requirements •Latest iSeries fixes (V5R4)Latest iSeries fixes (V5R4)

SF99540 Latest cumulative SF99540 Latest cumulative packagepackage

SF99504 Database PTFsSF99504 Database PTFs

Critical for performanceCritical for performance

SF99539 Group HipersSF99539 Group Hipers

SF99291 Java PTFsSF99291 Java PTFs

Critical for R7 clientsCritical for R7 clients

R7 Requirements

XA RequirementsXA Requirements•RPG Compiler (for migration tools)RPG Compiler (for migration tools)•XAR6 client must be at level 17 or XAR6 client must be at level 17 or higher or conversion will not workhigher or conversion will not work

User definitionsUser definitionsIntegrator customizationsIntegrator customizations

Technical Planning

R7 Online QuestionnaireR7 Online Questionnaire http://support.mapics.com/r7orderhm.htmhttp://support.mapics.com/r7orderhm.htm

–Required to order R7 Required to order R7 –Can your iSeries run R7 clientsCan your iSeries run R7 clients–Ensure successful implementationEnsure successful implementation

•Current system configurationCurrent system configuration•5250 users and Power users5250 users and Power users•Typical PC configurationTypical PC configuration•Will you need helpWill you need help

Technical Planning

Technical Planning

Infor and your affiliate will work with you Infor and your affiliate will work with you to verify that your machine will handle to verify that your machine will handle new requirements for Java applications new requirements for Java applications (Power Architecture)(Power Architecture)

•Collect performance dataCollect performance data•Use capacity planning tools to determine if hardware Use capacity planning tools to determine if hardware upgrades are recommendedupgrades are recommended•Perform upgrades in advancePerform upgrades in advance

Customers who approach R7 implementation this way Customers who approach R7 implementation this way achieve better results.achieve better results.

Technical Planning

Create custom R7 checklist based on Create custom R7 checklist based on your pathyour path– CISTECH’s CISTECH’s template Excel Worksheet *Excel Worksheet *– Update with latest information from Update with latest information from

Infor documentationInfor documentation– Assign responsibilities and target datesAssign responsibilities and target dates– Manage your implementation effortManage your implementation effort

*Not intended to be used as a complete step-by-step guide*Not intended to be used as a complete step-by-step guide

Questions Questions

on R7 Requirements on R7 Requirements

or Technical Planning?or Technical Planning?

Technical Planning

Five PhasesFive Phases

1.1. Planning and PreparationPlanning and Preparation

2.2. Initial Install and Test Initial Install and Test MigrationMigration

3.3. Integration, Tuning and User Integration, Tuning and User Training Training

4.4. Final Migration and Go-LiveFinal Migration and Go-Live

5.5. Post-Migration SupportPost-Migration Support

Technical Planning

1. Planning and Preparation1. Planning and Preparation– Review R7 application changes Review R7 application changes

• SH14411 Technical NewsletterSH14411 Technical Newsletter

– Review R7 Upgrade informationReview R7 Upgrade information• SH14412 Technical Planning GuideSH14412 Technical Planning Guide• SH14413 R7 Install/Upgrade GuideSH14413 R7 Install/Upgrade Guide• SH15308 R5/R5.5/R6 to R7 Migration SH15308 R5/R5.5/R6 to R7 Migration

StepsSteps

– Check Third-Party ApplicationsCheck Third-Party Applications– Analyze changes to custom codeAnalyze changes to custom code

Installation and Migration

2.2. Initial Install and Test Initial Install and Test MigrationMigration– Enter keysEnter keys– Perform initial installation (CAS)Perform initial installation (CAS)– Install applications that will be Install applications that will be

migrated to R7 and run tailoringmigrated to R7 and run tailoring– Apply latest PCMsApply latest PCMs– Download and apply migration Download and apply migration

fixesfixes– Run migration processRun migration process

Installation and Migration

• XAR6 to XAR7 Migration Example:– Same applications installed in the

from and to environments– Turn off install flags for any new

applications•See SH15308 cover letter

– Verify migration was successful•View migration report MIGXAR7P

Installation and Migration

Installation and Migration

•Date 2/02/06 Time 9:24:14 File Migration Report Listing MIGR6R7P• THE MIGRATIONS WERE SUCCESSFUL FOR ALL OTHER INSTALLED APPLICATIONS• ** END OF REPORT **

Installation and Migration

Integration and Testing

3. Integration, Tuning and 3. Integration, Tuning and User TrainingUser Training– Integrate R7 with custom codeIntegrate R7 with custom code

CISTECH’s Upgrade Assistant:CISTECH’s Upgrade Assistant:– Minimize effort and costMinimize effort and cost– Minimize riskMinimize risk

– Tune the environment (clients)Tune the environment (clients)– Conduct User TrainingConduct User Training

Questions Questions

on R7 Migration on R7 Migration

or Integration?or Integration?

Go Live and Support

4. Final Migration and Go-Live4. Final Migration and Go-Live– Download and apply latest Download and apply latest

migration tool fixesmigration tool fixes– Run migration process againRun migration process again

5. Post-Migration Support5. Post-Migration Support– User SupportUser Support– Download/apply PTFs as neededDownload/apply PTFs as needed– Client TuningClient Tuning

Summary

R7 requires extra planning, R7 requires extra planning, particularly with the client particularly with the client applicationsapplications

Minimum OS Release is V5R2Minimum OS Release is V5R2

R7 server installation has not R7 server installation has not changedchanged

R7 migration supported for R4, R5 & R7 migration supported for R4, R5 & R6 R6

You have resources and tools to help You have resources and tools to help you succeedyou succeed

•R7 Implementation R7 Implementation •Java Architecture ImplementationJava Architecture Implementation

1.1. R7 RequirementsR7 Requirements

2.2. Host and Network ConfigurationHost and Network Configuration

3.3. R7 Java ArchitectureR7 Java Architecture

4.4. Client InstallationClient Installation

5.5. Performance Considerations Performance Considerations

6.6. Helpful ResourcesHelpful Resources

7.7. SummarySummary

Agenda

R7 Requirements

IT Skills NeededIT Skills Needed•Familiar with iSeries Integrated File Familiar with iSeries Integrated File System (IFS)System (IFS)•Experience configuring TCP/IP on Experience configuring TCP/IP on the iSeriesthe iSeries•Basic networking skillsBasic networking skills•Understanding of iSeries Database Understanding of iSeries Database (for tuning clients by creating (for tuning clients by creating logical files)logical files)

Questions Questions

On On

R7 Requirements?R7 Requirements?

Host Configuration

iSeries Configuration iSeries Configuration RequirementsRequirements•Domain Entry for host to Domain Entry for host to

participate on the networkparticipate on the network•Host Table Entry for Host Table Entry for

identifying the hostidentifying the host•Configure Netserver to view Configure Netserver to view

IFS directoriesIFS directories

•CFGTCP Option 12CFGTCP Option 12

Host Configuration

•CFGTCP Option 10CFGTCP Option 10

Host Configuration

Network Configuration

Network Configuration RequirementsNetwork Configuration Requirements•Domain Name Services (DNS)Domain Name Services (DNS)

• Allows name resolutionAllows name resolution• No DNS?No DNS?

•Must be able to ping Must be able to ping using host using host namesnames::• From iSeries to the PCFrom iSeries to the PC• From PC to iSeriesFrom PC to iSeries

•Create a share to MAPICS Create a share to MAPICS directory in the IFSdirectory in the IFS

Questions Questions

On On

Configuration?Configuration?

Client InstallationSH14777 (download from E:Info)SH14777 (download from E:Info)

• Installation Guide for R7 ClientsInstallation Guide for R7 Clients• LinkManager User GuideLinkManager User Guide• New Features at latest fix levelNew Features at latest fix level

Install IFS Client Objects from CD Install IFS Client Objects from CD (SH14608)(SH14608)

• Restore server objects to the AMXLIBx Restore server objects to the AMXLIBx librarylibrary

• Initialize IFS for the environmentInitialize IFS for the environment• Sign on to environment as QSECOFRSign on to environment as QSECOFR• Enter the XA environment to be installedEnter the XA environment to be installed• Key INZIFS on command lineKey INZIFS on command line• Enter to accept English as default help Enter to accept English as default help

texttext

Client InstallationStart the Global Environment Start the Global Environment

1.1. Log on to iSeriesLog on to iSeries2.2. Start Global EnvironmentStart Global Environment

PSICTLJVS ENV(xy) UJOB(PSVJUP) OPTION(*GLOBAL)PSICTLJVS ENV(xy) UJOB(PSVJUP) OPTION(*GLOBAL)(xy) is the environment designator(xy) is the environment designator

3.3. WAIT for the two jobs in QUSRWRK to WAIT for the two jobs in QUSRWRK to reach JVAW statusreach JVAW status

• MPXREGSRVMPXREGSRV• MPXMGRSRVMPXMGRSRV

IMPORTANT: Do not start U-jobs for environment until IMPORTANT: Do not start U-jobs for environment until instructed to do so in the installation guideinstructed to do so in the installation guide

Client Installation

Client Installation

Install Java Web Start 1.4.2 (Install Java Web Start 1.4.2 (if not already if not already

installedinstalled))

Open your web browser and Navigate Open your web browser and Navigate to this addressto this addressHttp://<<host>>.<<domain>>:36001/LinkManager/ Http://<<host>>.<<domain>>:36001/LinkManager/

(host) is the name of your iSeries(host) is the name of your iSeries

(domain) is the name of your domain(domain) is the name of your domain

Click on Click on Java Runtime Environment Java Runtime Environment 1.4.2 1.4.2 in the body to begin installationin the body to begin installation

Follow prompts and select a typical Follow prompts and select a typical installationinstallation

Client Installation

Install LinkManager Install LinkManager

Only IT Personnel PCs or a server Only IT Personnel PCs or a server

Open your web browser and Navigate Open your web browser and Navigate to this addressto this addressHttp://<<host>>.<<domain>>:36001/LinkManager/ Http://<<host>>.<<domain>>:36001/LinkManager/

(host) is the name of your iSeries(host) is the name of your iSeries

(domain) is the name of your domain(domain) is the name of your domain

Click on Click on Infor XA Link ManagerInfor XA Link Manager in the title in the title to begin installationto begin installation

Follow prompts and accept certificatesFollow prompts and accept certificates

•Click

Client Installation

Client Installation

Client Installation

Client Installation

Install PowerLinkInstall PowerLink1.1. Apply client fix package before Apply client fix package before

initial installation of PowerLinkinitial installation of PowerLinkSH14855 (look for future session on PTFs)SH14855 (look for future session on PTFs)

2.2. Start U-Job for MAPICS Java Start U-Job for MAPICS Java Server in the desired Server in the desired environmentenvironment– PSICTLUJB ENV(xy) UJOB(PSVJUP) REQUEST(*START)– OR Start the PSVJUP U-Job in CAS

NOTE: Conversion of User Definitions and NOTE: Conversion of User Definitions and Integrator Business Objects will occur the first Integrator Business Objects will occur the first time you start the U-Job for the environment time you start the U-Job for the environment (after a data migration)(after a data migration)

3.3. Wait for U-Job to become activeWait for U-Job to become active

•PSVJUP is active

•Active Job is in DEQW status

Client Installation

Client Installation

Install PowerLinkInstall PowerLink

4.4. Navigate to this addressNavigate to this addressHttp://<<host>>.<<domain>>:36001/PowerLink/xyHttp://<<host>>.<<domain>>:36001/PowerLink/xy

(host) is the name of your iSeries(host) is the name of your iSeries

(domain) is the name of your domain(domain) is the name of your domain

(xy) is the designator for the R7 environment(xy) is the designator for the R7 environment

5.5. Install Java Runtime (Install Java Runtime (if not already if not already

installedinstalled))

6.6. Click on Click on Infor XA Power-Link R7Infor XA Power-Link R7 in the in the title to begin installationtitle to begin installation

7.7. Follow prompts and accept Follow prompts and accept certificatescertificates

•Click

Client Installation

Client Installation

Client Installation

Questions Questions

On On

Client Installation?Client Installation?

Client Installation

Install NetLinkInstall NetLink• NOTHING TO INSTALLNOTHING TO INSTALL• Web Browser Access over Web Browser Access over

InternetInternet• Navigate to this addressNavigate to this addressHttp://<<host>>.<<domain>>:36001/Http://<<host>>.<<domain>>:36001/

NetLink/NetLink/(host) is the name of your iSeries(host) is the name of your iSeries

(domain) is the name of your domain(domain) is the name of your domain

Client Installation

Client Installation

Client InstallationNetLink vs. PowerLinkNetLink vs. PowerLinkCreate, Change, Copy and Delete actions Create, Change, Copy and Delete actions

are supported in both are supported in both The following are available only in The following are available only in

PowerLink:PowerLink:– Mass actions (Mass change, mass delete…) Mass actions (Mass change, mass delete…) – Quick Change, Compare, Host Print and Host Quick Change, Compare, Host Print and Host

JobsJobs– Wizards (MO close, Create PO from Wizards (MO close, Create PO from

requisition, Check Component Availability…)requisition, Check Component Availability…)

Performance Performance Considerations Performance Considerations

– iSeries Performance Configuration (SH14413)iSeries Performance Configuration (SH14413)– Logicals for faster data access Logicals for faster data access – Apply latest Database PTF package from IBMApply latest Database PTF package from IBM– Switches vs. HubsSwitches vs. Hubs– Network traffic – Performance AssessmentNetwork traffic – Performance Assessment– iSeries Performance configurationiSeries Performance configuration– Meet recommended PC requirementsMeet recommended PC requirements– Auxiliary Servers for NetLink and SystemLinkAuxiliary Servers for NetLink and SystemLink

Response Time depends Response Time depends on your network and PC configuration on your network and PC configuration

more than ever beforemore than ever before

Helpful Resources

Contact CISTECH or your affiliate for Contact CISTECH or your affiliate for help with:help with:

• Planning for R7Planning for R7• iSeries UpgradesiSeries Upgrades• R7 Installation and migrationR7 Installation and migration• User Training for R7 applicationsUser Training for R7 applications• Integrate your custom code using Upgrade Integrate your custom code using Upgrade

AssistantAssistant• Performance analysis and tuningPerformance analysis and tuning• Training for IT PersonnelTraining for IT Personnel

Summary

R7 Power Architecture has more R7 Power Architecture has more hardware resource considerationshardware resource considerations

LinkManager provides maintenance LinkManager provides maintenance and administration to application and administration to application serversservers

PowerLink has replaced the BrowserPowerLink has replaced the Browser

NetLink should be installed on an NetLink should be installed on an auxiliary server for best performanceauxiliary server for best performance

Thank You!

Technical InformationTechnical InformationRuth PharrRuth Pharrruth.pharr@cistech.netruth.pharr@cistech.net704-814-0007704-814-0007

Sales InformationSales InformationBen McCormickBen McCormickben.mccormick@cistech.netben.mccormick@cistech.net704-814-0016704-814-0016