“All Lawson, All the Time!” Helvetica 24pt. bold 1/2/2019 Upgrade Planning “All Lawson, All the Time!” 1/2/2019

Why Upgrade? Decommission Timing of Upgrade 7.2.x Applications Helvetica 24pt. bold 1/2/2019 Why Upgrade? Decommission 7.2.x Applications 7.2.x SEA Applications Logan – Internet Object Services 7.3 7.3.3 Environment 7.2.x Applications and 7.3.x Environment off support Timing of Upgrade Customers wishing to upgrade at quarter-end or year-end Large backlog at year end is possible Multiple conversions required – waiting could cause bottleneck in available certified upgrade providers 1/2/2019

Product Release Requirements Helvetica 24pt. bold 1/2/2019 Product Release Requirements Applications 7.2.4 is the minimum application release required to move to 8.0.x 7.2.3 and earlier releases must first apply cyclicals to get to 7.2.4 7.2.4 & 7.2.5 can upgrade directly to 8.02 or 8.03 depending on Environment Environment 7.3.3_ESP8 or 8.01_ESP1 required to move to 8.02 8.01_ESP2 required to move to 8.03 Summary The upgrade process may require various system administration services (patches, cyclicals, other upgrades) Apps, Environments, Database, O/S 1/2/2019

Evaluate Upgrade Environment(s) Helvetica 24pt. bold 1/2/2019 Evaluate Upgrade Environment(s) Current Production Continued processing requirements Test Initial upgrade test Second upgrade test Final upgrade Training Changes in current process New functionality Sufficient HW capacity? Internal tech support? Production Server Prod & Test DB Server Test Server Tape Library 1/2/2019

Evaluate Upgrade Environment(s) - continued Helvetica 24pt. bold 1/2/2019 Evaluate Upgrade Environment(s) - continued Development Modification development Interface development Other Custom Development Other Upgrade Environments Operating System Database COBOL and C compilers, MSKTool Kit IOS, SEA, any other applications 1/2/2019

Upgrade Environment Usage – What it Looks Like Helvetica 24pt. bold 1/2/2019 Upgrade Environment Usage – What it Looks Like 1/2/2019

Helvetica 24pt. bold 1/2/2019 Analyze DB Changes 1/2/2019

Upgrade Project – The 16 Steps Helvetica 24pt. bold 1/2/2019 Upgrade Project – The 16 Steps Steps 1 – 4 (Technical) These Steps Involve Copying the Database to the New Upgrade Environment and Product Lines Step 5 (Functional) Run the Setup Programs Step 6 (Functional) Run Prejob Programs Steps 7 – 12 (Technical) Unload of 7.2x Data Load to the 8.x Data Structure 1/2/2019

Upgrade Project – The 16 Steps Helvetica 24pt. bold 1/2/2019 Upgrade Project – The 16 Steps Step 13 (Functional) Run Postjob Programs Step 14-15 (Technical) Backup and Verification of Record Counts Step 16 (Functional and Technical) Verify Upgrade Data 1/2/2019

Project Management Tools Operations Tools Helvetica 24pt. bold 1/2/2019 Upgrade Tools Project Management Tools Project Definitions: Roles Expectations Timeframes Budget Reporting Project Plan Issues List Project Management DB Operations Tools Upgrade procedures Document Modifications Script Documentation Upgrade Log End User Tools Data Considerations Upgrade Setup Decisions Procedure Documentation Testing Guidelines Security Setup Procedures Validation documentation 1/2/2019

Intellectual Property Library Helvetica 24pt. bold 1/2/2019 Intellectual Property Library Certified Interfaces Report Libraries Source Code Control Tools – ZZRC Testing Scripts 1/2/2019

Lessons Learned - Environment Helvetica 24pt. bold 1/2/2019 Lessons Learned - Environment MSP levels in sync in environments (patches also) Apply MSP #6 at a minimum MSP must be applied prior to upgrade being run (PR issues) Jobdefs can be copied from DEV80 to PROD80 Security changed enough that you need to review it in detail BEFORE you start the upgrade 1/2/2019

Lessons Learned - Application Helvetica 24pt. bold 1/2/2019 Lessons Learned - Application PR customers: review BSI closely-spend time to test/clean up employee address information Setting up locations: can use website www.zipinfo.com Attend training before/as part of the planning BR users: ATTEND TRAINING Look closely at 3rd party software and any upgrades needed Allow time for interface validation (especially if sending files to providers) Be sure to test EVERYTHING-Reports, forms output. Processes. 1/2/2019

Lessons Learned - Application Helvetica 24pt. bold 1/2/2019 Lessons Learned - Application AC users: Insert summary level before project start & rebuild structure Procurement Training – Major differences Matching Training – Major differences Comments – new attachment files HR – Location codes now used by BSI (HR04) Parallel Run recommended for PR users Set-up Invoice Handling Code (MA05) to default on AP Process level Review Procurement Codes – Multiple companies 1/2/2019

All data must be prepared before upgrade (data considerations) Helvetica 24pt. bold 1/2/2019 Lessons Learned - Data All data must be prepared before upgrade (data considerations) Allow time to clean up current data/purge/delete Test out small samples first, then move onto the larger files 1/2/2019

Lessons Learned – Project Planning Helvetica 24pt. bold 1/2/2019 Lessons Learned – Project Planning Modify process so that user involvement is eliminated during upgrade process Changes set up in spreadsheets (ex. Input into UG25) Review customization documentation - if incorrect, takes time to isolate and update documentation Resolution of error - identify the root of the problem/ upgrade or 8.0 issue? Testing is sooooooo important. Need scripts to do this (keep for future usage) Allow time to handle bug issues Internal Constraints: month-end/year-end, vacation, training 1/2/2019

Additional Considerations Helvetica 24pt. bold 1/2/2019 Additional Considerations Run DVP’s in Production ENV – Procurement or Distribution Users Upgrade Phases Preparation Upgrade Job Completion times Lead times Verify that each job has “Completed” without errors before running the next on-line program Check job logs and print file for messages 1/2/2019

Options: In-House, Remote or Never Again? Helvetica 24pt. bold 1/2/2019 Options: In-House, Remote or Never Again? Traditional – In House Do it yourself…use your own Technical & Functional experts Use an Upgrade Partner - experts with multiple upgrade experience Use your own customer supplied hardware Remote – Efficient Off-site Upgrade Copy Customer Configuration to netASPx Operations Center Upgrade within ASP on netASPx hardware Test over Secure VPN Connection Copy Upgraded Configuration to Customer location Application Service Provider Migrate to netASPx and free upgrades provided for life of agreement 1/2/2019

“All Lawson, All the Time!” Helvetica 24pt. bold 1/2/2019 Questions? Upgrade Planning “All Lawson, All the Time!” 1/2/2019