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[GG Rowe]

Hi everyone, I started a journal of my company’s R1 to R3 upgrade journey.  Check it out on my blog Project Management thoughts and experiences to ponder as you traverse the ERP highway…

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Project Management thoughts and experiences to ponder as you traverse the ERP highway… It’s The Most Wonderful Time of the Year!!! The holiday season is a busy time for everyone. Making plans, buying presents, baking cookies and other tasty goodies, and the list goes on. View this on Erpprojecttips >

and post your comments.  Would love to have some interactive discussion.  Follow me on twitter @MomGG to get notifications or subscribe to the blog.

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GG Rowe, PMP
Oregon Chapter Leader
Chapter url: http://www.axug.com/portland
IT Applications Manager
Planar Systems, Inc.
Beaverton, OR 97006
USA
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[Zvika Rimalt]

your timing is fantastic for me, as we are just starting our journey of upgrade from R2 to R3

I will be waiting your posting on the topic with bated breath 🙂

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Zvika Rimalt
Business Analyst
Vancouver BC Canada
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[GG Rowe]

Your journey will be much easier since the DB is already split!  Which in my opinion is the bigger headache…

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GG Rowe, PMP
Oregon Chapter Leader
Chapter url: http://www.axug.com/portland
IT Applications Manager
Planar Systems, Inc.
Beaverton, OR 97006
USA
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[Jeff Stone]

Hello GG, Merit recently upgraded a couple clients from 2012 RTM or R2 to R3.  Off the top of my head I remember one issue that we faced that you may run into that I can hopefully save you some time with.
Part of R2 I believe is the introduction of Personnel functionality in HR. If you do not change anything after the upgrade you will not be able to add a new worker for example, because some new Personnel functionality becomes required (Personnel action type).
Your options are to implement the Personnel functionality, or if you just want to keep what you had in R1 you can chose to disable the new (optional) Personnel settings. See attached screenshot.
This is also described in a white paper but basically it is just this setting (followed by resynchronizing the application).
I will let you know as I remember any other fun adventures we faced in this specific type of upgrade.

Thanks,
Jeff

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Jeff Stone
Director, Support
Merit Solutions
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[justin berry]

Afternoon Fellow Upgraders!
We did a few FP RTM to R3 updates, and some of the biggest gottchas are below:

• Take VM snapshots before database split and 1st AOS start, these two points in time are “no going back afterwards”…
• Delete any & all previous upgrade models from all layers of the environment…
• Uninstall ALL components EXCEPT the AOS, leaving Setup Support files for last…
• Verify ANY modifications to the core system classes (Application, Global, Info, SysSetupForm, and Session) are removed from the system…
• Disable change tracking in SQL and remove Management Reporter.

If you make sure the above are taken care of, you should be in a much better place to have things go smoothly the first time through.

CHEERS,
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Justin Berry
Lead Systems Administrator
Merit Solutions
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[GG Rowe]

Thank you, Jeff and Justin, for your comments.  I will check out the worker functionality per Jeff’s comment and will forward Justin’s to our DBA.  He’s likely doing these things already…

I’ll reference this information in my blog too!

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GG Rowe, PMP
Oregon Chapter Leader
Chapter url: http://www.axug.com/portland
IT Applications Manager
Planar Systems, Inc.
Beaverton, OR 97006
USA
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