“No Worries” R7 Upgrade Plan Ruth A. Pharr Sr. Technical Consultant

Ruth A. Pharr Professional 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. R7 Requirements 2. Technical Planning 3. Installation and Migration 4. Integration and Testing 5. Go-Live and Support 6. Summary

iSeries Requirements Minimum OS/400 release level V5R2Minimum OS/400 release level V5R2 5722JC1 Toolbox for Java5722JC1 Toolbox for Java 5722JV1 Java Developer Kit Options5722JV1 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 1.4Java Developer Kit 1.4 OS400 (5722SS1) Option 30 – QSHELLOS400 (5722SS1) Option 30 – QSHELL 5722TC1 TCP/IP Connectivity Utilities5722TC1 TCP/IP Connectivity Utilities

R7 Requirements iSeries Requirements Latest iSeries fixes (V5R4)Latest iSeries fixes (V5R4) SF99540 Latest cumulative package SF99504 Database PTFs Critical for performance SF99539 Group Hipers SF99291 Java PTFs Critical for R7 clients

R7 Requirements XA Requirements RPG Compiler (for migration tools)RPG Compiler (for migration tools) XAR6 client must be at level 17 or higher or conversion will not workXAR6 client must be at level 17 or higher or conversion will not work User definitions Integrator customizations

Technical Planning R7 Online Questionnaire –Required to order R7 –Can your iSeries run R7 clients –Ensure 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

Infor and your affiliate will work with you to verify that your machine will handle new requirements for Java applications (Power Architecture) Collect performance dataCollect performance data Use capacity planning tools to determine if hardware upgrades are recommendedUse capacity planning tools to determine if hardware upgrades are recommended Perform upgrades in advancePerform upgrades in advance Customers who approach R7 implementation this way achieve better results.

Technical Planning Create custom R7 checklist based on your path –CISTECH’s template Excel Worksheet * template –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

Questions on R7 Requirements or Technical Planning?

Technical Planning 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

Technical Planning 1. Planning and Preparation –Review R7 application changes SH14411 Technical NewsletterSH14411 Technical Newsletter –Review 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 StepsSH15308 R5/R5.5/R6 to R7 Migration Steps –Check Third-Party Applications –Analyze changes to custom code

Installation and Migration 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

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

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 User Training –Integrate R7 with custom code CISTECH’s Upgrade Assistant: –Minimize effort and cost –Minimize risk –Tune the environment (clients) –Conduct User Training

Questions on R7 Migration or Integration?

Go Live and Support 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

Summary 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

R7 ImplementationR7 Implementation Java Architecture ImplementationJava Architecture Implementation

1.R7 Requirements 2.Host and Network Configuration 3.R7 Java Architecture 4.Client Installation 5.Performance Considerations 6.Helpful Resources 7.Summary Agenda

R7 Requirements IT Skills Needed Familiar with iSeries Integrated File System (IFS)Familiar with iSeries Integrated File System (IFS) Experience configuring TCP/IP on the iSeriesExperience configuring TCP/IP on the iSeries Basic networking skillsBasic networking skills Understanding of iSeries Database (for tuning clients by creating logical files)Understanding of iSeries Database (for tuning clients by creating logical files)

QuestionsOn R7 Requirements?

Host Configuration iSeries Configuration Requirements Domain Entry for host to participate on the networkDomain Entry for host to participate on the network Host Table Entry for identifying the hostHost Table Entry for identifying the host Configure Netserver to view IFS directoriesConfigure Netserver to view IFS directories

CFGTCP Option 12CFGTCP Option 12 Host Configuration

CFGTCP Option 10CFGTCP Option 10 Host Configuration

Network Configuration Network Configuration Requirements Domain Name Services (DNS)Domain Name Services (DNS) Allows name resolutionAllows name resolution No DNS?No DNS? Must be able to ping using host names:Must be able to ping using host names: From iSeries to the PC From iSeries to the PC From PC to iSeries From PC to iSeries Create a share to MAPICS directory in the IFSCreate a share to MAPICS directory in the IFS

QuestionsOnConfiguration?

Client Installation 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 (SH14608) Restore server objects to the AMXLIBx libraryRestore server objects to the AMXLIBx library 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 textEnter to accept English as default help text

Client Installation Start the Global Environment 1.Log on to iSeries 2.Start Global Environment PSICTLJVS ENV(xy) UJOB(PSVJUP) OPTION(*GLOBAL) (xy) is the environment designator 3.WAIT for the two jobs in QUSRWRK to reach JVAW status MPXREGSRVMPXREGSRV MPXMGRSRVMPXMGRSRV IMPORTANT: Do not start U-jobs for environment until instructed to do so in the installation guide

Client Installation

Install Java Web Start ( if not already installed ) Open your web browser and Navigate to this address (host) is the name of your iSeries (domain) is the name of your domain (domain) is the name of your domain Click on Java Runtime Environment in the body to begin installation Follow prompts and select a typical installation

Client Installation Install LinkManager Only IT Personnel PCs or a server Open your web browser and Navigate to this address (host) is the name of your iSeries (domain) is the name of your domain (domain) is the name of your domain Click on Infor XA Link Manager in the title to begin installation Follow prompts and accept certificates

Click Client Installation

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

PSVJUP is active Active Job is in DEQW status Client Installation

Install PowerLink 4.Navigate to this address (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.Install Java Runtime ( if not already installed ) 6.Click on Infor XA Power-Link R7 in the title to begin installation 7.Follow prompts and accept certificates

Click Client Installation

QuestionsOn Client Installation?

Client Installation Install NetLink NOTHING TO INSTALLNOTHING TO INSTALL Web Browser Access over InternetWeb Browser Access over Internet Navigate to this addressNavigate to this address >. >:36001/NetLi nk/ (host) is the name of your iSeries (domain) is the name of your domain (domain) is the name of your domain

Client Installation

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…)

Performance Performance Considerations –iSeries Performance Configuration (SH14413) –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

Helpful Resources Contact CISTECH or your affiliate for 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 AssistantIntegrate your custom code using Upgrade Assistant Performance analysis and tuningPerformance analysis and tuning Training for IT PersonnelTraining for IT Personnel

Summary 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

Thank You! Technical Information Ruth Pharr Sales Information Ben McCormick