Upgrade Overview The process, services, tools and opportunities for success… Agenda • Recap of Last Year • What’s next? • Upgrade Process / Methodology • Upgrade Planning Tools and Services • v7.2.4 – v8.0.2 Upgrade path Get a Customer, Keep Them Forever... What did we do last year? • New Upgrade Strategy - Dave Thomas - Upgrade Services Manager • Lawson Owns Upgrades - We are accountable for your success • Change Perception - Who wants to do an upgrade? • User Group Rollout - Communicate message to our clients • Developed Upgrade Service Recommendations deliverable Why Upgrade? Why Lawson Clients Upgrade? • New Products • Utilize new Features and Functionality • New Tools • Adopt new Technology View Upgrades as an Opportunity for Improvement…! What’s Next…? • Continue to build on New Strategy • Improve tools and deliverables • Upgrade Planning Managers across all verticals • UPM’s provide latest upgrade information to all clients • FREE resource • Upgrade Training for Lawson resources • Client Service Managers • Technical Resources • Application Consultants • Enhanced Upgrade Workshop • Hands on excercises • Upgrade Programs available prior to Workshop attendance • Lawson Differences Training enhancements • Webcast options for some applications • Specific Application Upgrade Program information included Starting Your Upgrade • 1st Step - Call Client Manager (CM) • Complete Upgrade Client Profile (UCP) • New Improved UCP now available! • CM registers you and triggers the delivery of the Upgrade Information Packet (UIP). • UIP is the Technical documentation for the Upgrade programs • Review UCP information with Upgrade Planning Manager and DigiTerra • Deliverables to you: • Lawson Upgrade Service Recommendations – Applications • Digiterra Technical Scope – Upgrade Program Starting Your Upgrade Upgrade Service Recommendations include: • Upgrade Planning / Project Management • Lawson CSM assigned to your project • Application Differences Training • Public and On-site options available • Application Consulting • Business Procedures Review • Modification elimination going forward to the new version • Technical Requirements and Training • New Compiler costs • Environment Training • Estimated Time Frame • Associated Costs • Project Team Requirements Lawson Partners and Upgrades Lawson Partners and Upgrades Certified Upgrade Partner • Digiterra Accredited consultants • All official Lawson business partners can send consultants to training that is upgrade path specific • Partners which have accredited consultants are listed on support.Lawson.Com • Individual resource names are available from your CM The Upgrade Project Lawson Upgrade Terminology Upgrade • Involves moving Data from old version to new • 6.1 to 7.2 -or- 7.2 to 8.0 Cyclical • Periodic Update to current release • 6.1.14 to 6.1.17 -or- 7.2.3 to 7.2.4 Lawson Upgrade Terminology Migration • Moving to a new Platform • all combo’s of UNIX - AS/400 - NT Conversion • Non-Lawson data to Lawson • Data from old modified Lawson to New Vanilla Lawson • Home grown mainframe GL program to Lawson • 5.X OE – 8.0 Business Project Initial Project Needs Strategy Project Team Analysis Phase Planning Training Lawson Upgrade Application Exploration Methodology Production Post Business Upgrade Upgrade Procedures Review Review Detailed Readiness Upgrade Assessment Planning Recycle as often as necessary (2-3 test runs typically) Business End User System Test Strategy Training Test Upgrade Session Upgrade Planning, Tools and Services Upgrade Planning When should you plan? • Start Next Week • Call CM, work with UPM • Determine/consider • Application Differences Training - what type is best for your project team and end users • Application Consulting • Technical requirements and training • Time Frame • Associated Costs • Upgrade Planning should be done in advance Upgrade Tools and Services • Upgrade Software • Free to clients on maintenance • Upgrade Information Package - (UIP) • Sent to client once registered via the UCP • Lawson Upgrade Center – (GSC) • Support consultants dedicated to Upgrade programs • support.lawson.com • v7.2 – v8.0.2 Upgrade Workshop • Upgrade program training • Application Differences Training • Upgrade Consulting Upgrade Info on support.lawson.com Information categorized by Platform – AS400, Unix, NT • Upgrade Checklists • Application Differences Training Agendas • Lawson Upgrade Methodology • Database Differences Documentation • No longer comes with the UIP (too large) • Free Application Differences web based presentations (WBT’s) • Partners • List of Partners which have Accredited consultants • UIP Updates/Upgrade Program patches • FAQ’s and Fact Sheets Why Upgrade to v8.0.2? • New Products • Professional Service Automation (PSA) • Enterprise Reporting • OLE DB Object Services • Utilize new Features and Functionality • Invoice Matching • Project and Activity Accounting (BR) • Canadian Payroll • TaxLocator • New Tools • Design Studio • Development Environments for Com+, Java and Lotus Domino • Adopt new Technology • Lawson.insight User Interface (LIUI) – Portal 2.0 (XML) View Upgrades as an Opportunity for Improvement…! V8.0.2 Upgrade Planning v7.2.4 – v8.0.2 Considerations • Upgrade Path’s/Application version requirements • Environment v8.0.1 (not required for v8.0.2 App’s) • Compiler (required for v8.0.1 Environment) • Micro Focus ServerExpress for Unix • Micro Focus NetExpress for NT • Database and Operating System versions • Hardware and Disk Space • Know Your Unique Issues • Browser standard • Interfaces • Modifications • Web Server Upgrade Software Status Upgrade Software Status UNIX/Windows -- 7.2.4 - 8.0.2 • All Applications (Fin,HR,Proc,Dist) – GA AS/400 -- 6.1 - 7.X • GA • Decommissioned - October 1, 2001 UNIX / NT -- 7.0 - 7.2 (HR only) • GA • Decommissioned - October 1, 2001 Questions..? Thank You!!!
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