1. www.cistech.net Business Systems for Manufacturers Preparing for a Successful R7 Migration Ruth Pharr CISTECH, Inc.

2. www.cistech.net 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. Session Objectives

3. www.cistech.net 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 Agenda

4. www.cistech.net Business Systems for Manufacturers iSeries Requirements Minimum OS/400 release for R7 is V5R2Minimum OS/400 release for R7 is V5R2 Latest iSeries fixes (V5R4)Latest iSeries fixes (V5R4) SF99540 Latest cumulative package SF99504 Database PTFs SF99539 Group Hipers SF99369 Java PTFs R7 Requirements

5. www.cistech.net Business Systems for Manufacturers 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 R7 Requirements

6. www.cistech.net 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 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

7. www.cistech.net Business Systems for Manufacturers Technical Planning

8. www.cistech.net 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)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

9. www.cistech.net Business Systems for Manufacturers Create custom R7 checklist based on your pathCreate 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 Technical Planning

10. www.cistech.net Business Systems for Manufacturers Questions on R7 Requirements or Technical Planning?

11. www.cistech.net 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 Technical Planning

12. www.cistech.net Business Systems for Manufacturers 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 R6 to R7 Migration StepsSH15308 R6 to R7 Migration Steps –Check Third-Party Applications –Analyze changes to custom code Technical Planning

13. www.cistech.net 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 Installation and Migration

14. www.cistech.net Business Systems for Manufacturers Installation and Migration 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)

15. www.cistech.net Business Systems for Manufacturers Installation and Migration

16. www.cistech.net Business Systems for Manufacturers Installation and Migration

17. www.cistech.net Business Systems for Manufacturers 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 **

18. www.cistech.net 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 Integration and Testing

19. www.cistech.net Business Systems for Manufacturers Questions on R7 Migration or Integration?

20. www.cistech.net 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 Go-Live and Support

21. www.cistech.net Business Systems for Manufacturers 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 Helpful Resources

22. www.cistech.net Business Systems for Manufacturers Summary R7 requires extra planning, particularly with the client applicationsR7 requires extra planning, particularly with the client applications Minimum OS Release is V5R2Minimum OS Release is V5R2 R7 server installation has not changedR7 server installation has not changed R7 migration supported for R4, R5 & R6R7 migration supported for R4, R5 & R6 You have resources and tools to help you succeedYou have resources and tools to help you succeed

23. www.cistech.net Business Systems for Manufacturers R7 Implementation Java Architecture Implementation

24. www.cistech.net Business Systems for Manufacturers 1.R7 Requirements 2.Host and Network Configuration 3.R7 Java Architecture 4.Client Installation 5.Performance Considerations 6.Summary Agenda

25. www.cistech.net Business Systems for Manufacturers 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) R7 Requirements

26. www.cistech.net 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)Infor and your affiliate will work with you to verify that your machine will handle new requirements for Java applications (“Browser” 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

27. www.cistech.net Business Systems for Manufacturers iSeries Requirements 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 1.4Java Developer Kit 1.4 OS400 (5722SS1) Option 30 – QSHELLOS400 (5722SS1) Option 30 – QSHELL 5722TC1 TCP/IP Connectivity Utilities5722TC1 TCP/IP Connectivity Utilities Latest iSeries Java PTFs from IBMLatest iSeries Java PTFs from IBM Latest iSeries Cumulative PackageLatest iSeries Cumulative Package R7 Requirements

28. www.cistech.net Business Systems for Manufacturers PC Requirements (Recommended)PC Requirements (Recommended) OSWindowsOSWindows Memory512 (256 MB free)Memory512 (256 MB free) better: 1GB (512 MB free) ProcessorPentium II 400ProcessorPentium II 400 Disk20 GB (200 MB free)Disk20 GB (200 MB free) DisplayXGADisplayXGA Resolution1024x768Resolution1024x768 Internet Browser with Java enabledInternet Browser with Java enabled R7 Requirements

29. www.cistech.net Business Systems for Manufacturers QuestionsOn R7 Requirements?

30. www.cistech.net Business Systems for Manufacturers 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 Host Configuration

31. www.cistech.net Business Systems for Manufacturers Host Configuration CFGTCP Option 12

32. www.cistech.net Business Systems for Manufacturers Host Configuration CFGTCP Option 10

33. www.cistech.net Business Systems for Manufacturers Network Configuration Requirements Domain Name Services (DNS)Domain Name Services (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 Network Configuration

34. www.cistech.net Business Systems for Manufacturers QuestionsOnConfiguration?

35. www.cistech.net Business Systems for Manufacturers LinkManager Management and maintenance for client environmentManagement and maintenance for client environmentPowerLink Browser with new look and feelBrowser with new look and feel Internal LAN onlyInternal LAN onlyNetLink Thin clientThin client Internet AccessInternet Access R7 Java Architecture

36. www.cistech.net Business Systems for Manufacturers 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

37. www.cistech.net Business Systems for Manufacturers iSeries IFS Environment Folders created in IFS when you run environment initializationFolders created in IFS when you run environment initialization\\hostname\root\MAPICS\AMALIBx (x=application designator) (x=application designator) Contain Java applications (.jar files)Contain Java applications (.jar files) Client configuration stored hereClient configuration stored here Fixes for clients are placed in IFS for download and applying to clients at loginFixes for clients are placed in IFS for download and applying to clients at login R7 Java Architecture

38. www.cistech.net Business Systems for Manufacturers XA R7 Environments R7, RE, ZC, and ZB R7 Java Architecture

39. www.cistech.net Business Systems for Manufacturers R7 Java Architecture 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 XA R7 Environments R7, RE and RV

40. www.cistech.net 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 MPXREGSRVMPXREGSRV MPXMGRSRVMPXMGRSRV IMPORTANT: Do not start U-jobs for environment until instructed to do so in the installation guide Client Installation

41. www.cistech.net Business Systems for Manufacturers Client Installation

42. www.cistech.net Business Systems for Manufacturers Install Java Runtime Environment Java Runtime 1.4.2 is requiredJava Runtime 1.4.2 is required Remove previous versions using Add/Remove Programs before installingRemove previous versions using Add/Remove Programs before installing Installed only once per PCInstalled only once per PC Navigate to URL for LinkManager or PowerLink installation (in next slides)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 Client Installation

43. www.cistech.net Business Systems for Manufacturers Client Installation Click

44. www.cistech.net 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 (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 Client Installation

45. www.cistech.net Business Systems for Manufacturers Click Client Installation

46. www.cistech.net Business Systems for Manufacturers Client Installation

47. www.cistech.net Business Systems for Manufacturers Client Installation

48. www.cistech.net 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 Client Installation

49. www.cistech.net Business Systems for Manufacturers Client Installation PSVJUP is active Active Job is in DEQW status

50. www.cistech.net 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 (domain) is the name of your domain (xy) is the designator for the R7 environment (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 Client Installation

51. www.cistech.net Business Systems for Manufacturers Client Installation Click

52. www.cistech.net Business Systems for Manufacturers Client Installation

53. www.cistech.net Business Systems for Manufacturers Client Installation

54. www.cistech.net Business Systems for Manufacturers Client Installation

55. www.cistech.net Business Systems for Manufacturers QuestionsOn Client Installation?

56. www.cistech.net Business Systems for Manufacturers Install NetLink NOTHING TO INSTALLNOTHING TO INSTALL Web Browser Access over InternetWeb Browser Access over Internet Navigate to this addressNavigate to this addressHttp://<<host>>.<<domain>>:36001/NetLink/ (host) is the name of your iSeries (domain) is the name of your domain (domain) is the name of your domain Client Installation

57. www.cistech.net Business Systems for Manufacturers Client Installation

58. www.cistech.net Business Systems for Manufacturers Client Installation

59. www.cistech.net Business Systems for Manufacturers NetLink vs. PowerLink Create, Change, Copy and Delete actions are supported in bothCreate, Change, Copy and Delete actions are supported in both The following are available only in PowerLink: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…) Client Installation

60. www.cistech.net 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 Performance

61. www.cistech.net Business Systems for Manufacturers iSeries Performance Configuration (SH14413) –MAXACT for *BASE pool (WRKSYSSTS) - start high, adjust as needed –System Values –QACTJOB 400 –QADLTOTJ50 –QMAXACTLVL*NOMAX –QPRCMLTTSK1 –QTOTJOB1000 –QUTCOFFSETOffset for your time zone Performance

62. www.cistech.net 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 PGM SBSD PGM QUSRWRKQZDASOINIT QUSRWRKQZRCSRVS QSERVERQZDAINIT QSERVERQPWFSERVSO Performance

63. www.cistech.net Business Systems for Manufacturers 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 Helpful Resources

64. www.cistech.net Business Systems for Manufacturers Summary R7 Power Architecture has more hardware resource considerationsR7 Power Architecture has more hardware resource considerations LinkManager provides maintenance and administration to application serversLinkManager provides maintenance and administration to application servers PowerLink has replaced the BrowserPowerLink has replaced the Browser NetLink should be installed on an auxiliary server for best performanceNetLink should be installed on an auxiliary server for best performance

65. www.cistech.net Business Systems for Manufacturers Technical Information Ruth Pharr Belinda Daub ruth.pharr@cistech.net belinda.daub@cistech.net 704-814-0007 704-814-0004 Sales Information Mike Taylor mike.Taylor@cistech.net423-266-3011 Thank You!