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Business Systems for Manufacturers

Preparing for a SuccessfulPreparing for a SuccessfulR7 MigrationR7 Migration

Ruth PharrRuth PharrCISTECH, Inc.CISTECH, Inc.

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Part 1 - Planning and Preparation Part 1 - Planning and Preparation Gain an understanding of the planning and Gain an understanding of the planning and preparation tasks to implement R7, including preparation tasks to implement R7, including initial server installation and migration.initial server installation and migration.

Part 2 - Client Architecture Implementation Part 2 - Client Architecture Implementation

Discuss the requirements and review the process Discuss the requirements and review the process for implementing the R7 Power Architecture for implementing the R7 Power Architecture including Link Manager, Power Link and Net Link.including Link Manager, Power Link and Net Link.

Session Objectives

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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. Helpful ResourcesHelpful Resources

7.7. SummarySummary

Agenda

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iSeries Requirements 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 packageSF99540 Latest cumulative package

SF99504 Database PTFsSF99504 Database PTFs

SF99539 Group HipersSF99539 Group Hipers

SF99369 Java PTFsSF99369 Java PTFs

R7 Requirements

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

User definitionsUser definitionsIntegrator customizationsIntegrator customizations

R7 Requirements

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R7 Online Questionnaire R7 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

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Technical Planning

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

Technical Planning

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

documentationdocumentation– 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

Technical Planning

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Questions Questions

on R7 Requirements on R7 Requirements

or Technical Planning?or Technical Planning?

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Five PhasesFive Phases

1.1. Planning and PreparationPlanning and Preparation

2.2. Initial Install and Test MigrationInitial Install and Test Migration

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

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

5.5. Post-Migration SupportPost-Migration Support

Technical Planning

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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 R6 to R7 Migration StepsSH15308 R6 to R7 Migration Steps

– Check Third-Party ApplicationsCheck Third-Party Applications

– Analyze changes to custom codeAnalyze changes to custom code

Technical Planning

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2. Initial Install and Test Migration2. Initial Install and Test Migration– 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 fixesDownload and apply migration fixes

– Run migration processRun migration process

Installation and Migration

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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)

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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 **

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3. Integration, Tuning and User 3. Integration, Tuning and User TrainingTraining– 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

Integration and Testing

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Questions Questions

on R7 Migration on R7 Migration

or Integration?or Integration?

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

fixesfixes– 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

Go-Live and Support

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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

Helpful Resources

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Summary

• R7 requires extra planning, particularly R7 requires extra planning, particularly with the client applicationswith 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 & R6 R7 migration supported for R4, R5 & R6

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

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R7 Implementation R7 Implementation Java Architecture ImplementationJava Architecture Implementation

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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. SummarySummary

Agenda

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

R7 Requirements

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•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 (“Browser” Architecture)(“Browser” 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 Customers who approach R7 implementation this way achieve better results.way achieve better results.

Technical Planning

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iSeries Requirements iSeries Requirements •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 1.4 Java 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

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• PC Requirements (Recommended)PC Requirements (Recommended)• OSOS Windows Windows • MemoryMemory 512 (256 MB free)512 (256 MB free)

better: better: 1GB (512 MB free)1GB (512 MB free)• ProcessorProcessor Pentium II 400 Pentium II 400 • DiskDisk 20 GB (200 MB free)20 GB (200 MB free)• DisplayDisplay XGAXGA• ResolutionResolution 1024x7681024x768• Internet Browser with Java enabledInternet Browser with Java enabled

R7 Requirements

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Questions Questions

On On

R7 Requirements?R7 Requirements?

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iSeries Configuration RequirementsiSeries Configuration Requirements

• Domain Entry for host to participate on Domain Entry for host to participate on the networkthe network

• Host Table Entry for identifying the Host Table Entry for identifying the hosthost

• Configure Netserver to view IFS Configure Netserver to view IFS directoriesdirectories

Host Configuration

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Host Configuration

CFGTCP Option 12CFGTCP Option 12

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Host Configuration

CFGTCP Option 10CFGTCP Option 10

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Network Configuration RequirementsNetwork Configuration Requirements

• Domain Name Services (DNS)Domain Name Services (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 directory in Create a share to MAPICS directory in the IFSthe IFS

Network Configuration

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Questions Questions

On On

Configuration?Configuration?

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LinkManagerLinkManager• Management and maintenance for client Management and maintenance for client

environmentenvironment

PowerLinkPowerLink• Browser with new look and feelBrowser with new look and feel• Internal LAN onlyInternal LAN only

NetLinkNetLink• Thin clientThin client• Internet AccessInternet Access

R7 Java Architecture

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SH14777 (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 (SH14608)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

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iSeries IFS EnvironmentiSeries IFS Environment

• Folders created in IFS when you run Folders created in IFS when you run environment initialization environment initialization \\hostname\root\MAPICS\AMALIBx\\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 Fixes for clients are placed in IFS for

download and applying to clients at logindownload and applying to clients at login


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XA R7 Environments

R7, RE, ZC, and ZB


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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

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

PSICTLUJB ENV(xy) UJOB(PSVJUP) OPTION(*GLOBAL)PSICTLUJB 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

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Client Installation

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Install Java Runtime Environment Install Java Runtime Environment • Java Runtime 1.4.2 is requiredJava Runtime 1.4.2 is required• Remove previous versions using Remove previous versions using

Add/Remove ProgramsAdd/Remove Programs before installing before installing• Installed only once per PCInstalled only once per PC• Navigate to URL for LinkManager or Navigate to URL for LinkManager or

PowerLink installation PowerLink installation (in next slides)(in next slides)

1.1. Click on Click on Java Runtime Environment 1.4.2Java Runtime Environment 1.4.2 in in the Title to begin installationthe Title to begin installation

2.2. Follow prompts and accept certificatesFollow prompts and accept certificates

Client Installation

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Client Installation

Click

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Install LinkManager Install LinkManager

1.1. Only IT Personnel PCs or a server Only IT Personnel PCs or a server

2.2. Open your web browserOpen your web browser

3.3. Navigate to this addressNavigate to 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

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


Client Installation

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Click

Client Installation

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Client Installation

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

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

2.2. Start U-Job for MAPICS Java Server in Start U-Job for MAPICS Java Server in the desired environmentthe 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 NOTE: Conversion of User Definitions and Integrator Business Objects will occur the first time you start the U-Job for the Objects will occur the first time you start the U-Job for the environment (after a data migration)environment (after a data migration)

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

Client Installation

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Client Installation

PSVJUP is active

Active Job is in DEQW status

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


Client Installation

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Client Installation

Click

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Client Installation

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Questions Questions

On On

Client Installation?Client Installation?

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Install NetLinkInstall 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/Http://<<host>>.<<domain>>:36001/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

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Client Installation

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NetLink vs. PowerLinkNetLink vs. PowerLink• Create, Change, Copy and Delete actions are Create, Change, Copy and Delete actions are

supported in both 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 requisition, Wizards (MO close, Create PO from requisition,

Check Component Availability…)Check Component Availability…)

Client Installation

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Performance Considerations Performance Considerations – 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

Performance

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iSeries Performance Configuration (SH14413)iSeries Performance Configuration (SH14413)– MAXACT for *BASE pool (WRKSYSSTS) - start high, MAXACT for *BASE pool (WRKSYSSTS) - start high,

adjust as neededadjust as needed– System Values System Values

– QACTJOB QACTJOB 400400– QADLTOTJQADLTOTJ 5050– QMAXACTLVLQMAXACTLVL *NOMAX*NOMAX– QPRCMLTTSKQPRCMLTTSK 11– QTOTJOBQTOTJOB 10001000– QUTCOFFSETQUTCOFFSET Offset for your time zoneOffset for your time zone

Performance

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iSeries Performance Configuration (SH14413)iSeries Performance Configuration (SH14413)– Prestart Jobs – set maximum usage to 1Prestart Jobs – set maximum usage to 1

CHGPJE SBSD(QSYS/sbsd) PGM(QSYS/pgm) MAXUSE(1)CHGPJE SBSD(QSYS/sbsd) PGM(QSYS/pgm) MAXUSE(1)

SBSDSBSD PGM PGM

QUSRWRKQUSRWRK QZDASOINITQZDASOINIT

QUSRWRKQUSRWRK QZRCSRVSQZRCSRVS

QSERVERQSERVER QZDAINITQZDAINIT

QSERVERQSERVER QPWFSERVSOQPWFSERVSO

Performance

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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

Helpful Resources

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Summary

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

• LinkManager provides maintenance and LinkManager provides maintenance and administration to application serversadministration to application servers

• 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

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Technical InformationTechnical InformationRuth PharrRuth Pharr Belinda Daub Belinda Daub

[email protected] [email protected]@cistech.net [email protected] 704-814-0004 704-814-0004

Sales InformationSales InformationMike TaylorMike Taylor

[email protected]@cistech.net423-266-3011423-266-3011

Thank You!

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