MAS 500 Migration Troubleshooting

1. MAS 500 Migration Troubleshooting Darrick Coles Development Manager MAS 500

2. Introductions Overview What is Data Migrator? Goals Architecture Key concepts Existing migrations Migration preparation Data tips Performance tips A typical migration Agenda

3. MAS 500 Data Migrator Overview • Currently supports MAS 90 and MAS 200 versions 3.60, 3.61 and 3.70 • MAS 90 and MAS 200cs migrations use ProvideX ODBC driver • MAS 200 SQL migrations can be from a DB on the same server or any other server • 3.71 support in MAS 500 version 7.0 • Supports ad hoc migration and is extensible • Part of Assisted Company Setup • Multi-step process • Extraction • Review, clean-up, etc. of the extracted data • Insertion into MAS 500 • Insertion report available for detailed feedback

4. Phases Just follow the steps in order Steps Assisted Company Setup Icons for available activities in the current step Have sales and implementers read this—it’s packed with MAS 90 to MAS 500 migration tips

5. Enabling an Extraction If a migration exists, the Migrate button will be enabled If an extraction exists, this button will be enabled—you can enable it, too

6. Goals of Data Migrator • Provide competitive advantage when upgrading customers from supported products • Provide migrations of critical and/or voluminous data • Provide informative feedback • Provide a mechanism to fix problems • Provide a means for others to plug in their own migration extracts • Publish the insertion APIs • Allow “in-the-field” extension of Data Migrator • Make the delivery of additional migrations easier • Enable customers to modify data using existing, well-known tools (Excel)

7. Supported Migration Configurations MAS 500 Client PC Source System SQL Database MAS 500 Database MAS 500 Client PC Source System SQL Database MAS 500 Database MAS 500 SQL Server MAS 500 SQL Server Source System SQL Server MAS 500 Client PC MAS 500 Client PC MAS 500 Database MAS 500 Database MAS 90 or MAS 200cs Files MAS 500 SQL Server MAS 500 SQL Server Other Source Server Source System File Server

8. Key Concepts—Staging Tables • Minimal referential integrity (RI) • Really, only data type is enforced • IDs instead of keys—both foreign and surrogate • Most enumerated types replaced by character strings to allow for named values • “Yes”, “No” for 0, 1, etc. • Flattened, de-normalized structure

9. Other Key Concepts • Extraction • Copying data from a source system to our staging tables • Staging Table Scrubbing • Manipulating staging table data—we support: • By hand, directly in the staging table • Using Microsoft Excel • Applying insertion steps before our insertion steps • Insertion • Applying business rules to staging table data and inserting all records that satisfy the rules

10. Other Key Concepts (cont.) • Data migration links • Store information about where the source data for a migration resides • Example: \\CompanyServer\AccountingFiles\MAS90\Data • Metadata • Data that helps define functionality

11. Key Points • We have an API for everymigration • All have the same interface • Extractions grab all data at once (usually) • Insertions process a subset of records and respond back in a few seconds (usually) • ACS allows the user to interrupt the asynchronous insertion process • We support multiple steps on both extraction and insertion • Our extractions are DLLs, and insertions are stored procedures, but we support both on either side

12. So, What Do You Actually Migrate?

13. GL Accounts* Vendors* and classes Customers* and classes Items* Inventory Bill of materials and routings Tax schedules Pricing, including: Price sheets Contract Product group pricing Customer/product group pricing Sales commission plans Customer items Vendor items Warehouses Transactions and balances Open sales orders GL transactions GL account history Posted invoices (open and closed) Posted vouchers (open and closed) Inventory cost tiers and bin quantities Inventory history Bank transactions So, What Do You Actually Migrate? Major Entities * Including custom fields

14. Tax classes and codes Processing cycles Product categories Commission classes Natural accounts Account segments Budgets Sales tax accounts Journals Allocations Banks Bank accounts Tender types Buyers Shipping methods Product price groups Purchase product lines Sales product lines Bins Vendor payment terms Sales teams Sales persons Sales territories Customer payment terms Work centers Operations Tools Manufacturing employees So, What Do You Actually Migrate? Other Entities

15. MAS 90, MAS 500 market space Prepare! Read the documentation: MAS 500 Assisted Company Setup has lots of information and hints about the differences between MAS 90/200 and MAS 500 Clean up before migrating Know and use available resources: sales and implementation Sales preparation Sales Set expectations Know their business and how they use MAS 90 What’s their favorite thing? What do they take for granted? Familiarize yourselfwith the differences Don’t assume this is a simple upgrade: PLAN, TEST, CHECK PERFORMANCE, SPOT CHECK VALIDATIONS Migration Preparation

16. Preparation: The Differences

17. Work Centers Differences In MAS 90 and MAS 200, costs are maintained at the operation level; in MAS 500 they are maintained at the work center level. There are several additional differences between how MAS 90 / MAS 200 and MAS 500 handle costs including: MAS 90 / MAS 200 does not allow for setup costs MAS 500 does not allow for per-piece costs MAS 500 does not allow for cost as a percent Before migrating your MAS 90 / MAS 200 manufacturing data, carefully plan your new MAS 500 manufacturing system to take the different costing methods into account. Migration Issues The work center ID in MAS 500 is created by combining the MAS 90 / MAS 200 work center and operation codes to create a unique identifier. The full MAS 90 / MAS 200 work center and operation codes are used for the work center description in MAS 500. No schedule information is migrated from MAS 90 / MAS 200. List of Work Centers and OperationsFrom Work Order Setup, select Work Center Maintenance, then click the Printer button. From Work Order Setup, select Operation Code Maintenance, then click the Printer button. Preparation: The Differences

18. Choose the Right MAS 500 • Small Business Edition • Fewer than 10 users • Microsoft SQL Server Desktop Engine (included) • Up to four companies and four warehouses • Standard Edition • Fewer than 30 users • Microsoft SQL Server Standard Edition • Up to ten companies and ten warehouses • Enterprise Edition • Unlimited users • Microsoft SQL Server Enterprise or Standard Edition • Unlimited companies and warehouses

19. Set Customer Expectations • Not a simple upgrade • What functionality is different • What functionality is GAP • What behavior is different • Fast screen painting in MAS 90 versus fast processing in MAS 500 • Don’t migrate from a “moving target”

20. Preparation: Technical • PSG APIs • Other tools • Documentation • Data cleanup • Server prep • Know data and performance tips • Bring in-house for review and possible migration • Backup • Validate • Security

21. Data Tips: What’s Being Mapped • You’ll find detailed answers to all your “mapping” questions in the code … • SQL to find extract routines • select name from sysobjects o WITH (NOLOCK) WHERE name like 'spMAS%Ext‘ • What’s in the routines INSERT StgReasonCode (ReasonCodeID, Description, ProcessStatus, SessionKey) SELECT Cancellation_ReasonCode, Description, @NOT_PROCESSED, @_iSessionKey FROM #SO_09CancellationCode WHERE Cancellation_ReasonCode IS NOT NULL ------------------------------------------------------------------------------ INSERT StgSalesTeam(SessionKey, SalesTeamID, Description, ProcessStatus) SELECT @_iSessionKey, Division, Description, @NOT_PROCESSED FROM #ARB_DivisionMasterfile WHERE NULLIF(Division, '') IS NOT NULL

22. Data Tips: Historical • Closed invoices, vouchers need history to migrate • MAS 90 customers often purge • Due to long history with the product • 2 Gig MAS 90 file limit • Purge helps performance (re: reporting)

23. Data Tips: Quirks? • MAS 200 SQL upgrade may parse some MAS 90 data that MAS 500 cannot handle • Can’t figure out what’s going on? • Ask your “geek” to look at the transform that’s occurring on extract (‘spMAS%SO%Ext’) • MAS 90 Custom Fields ≠ MAS 500 Custom Fields • MAS 500 APIs are not always appropriate for ongoing insertion of data into MAS 500

24. Hey, I Heard that Migrations Are Slow… ...is that true?

25. Migration Performance Tips • Extraction • Be patient—there may be lots of records • Do you need all that history? • Is all that data being used? • Insertion—monitor the feedback • Validations occur for each record • Report gives detailed feedback, but costs cycles • Do you need report on good records?

26. MAS 90 ODBC Driver Performance Dirty Read:Check this, but only do reading with this checked! Cache Size: Bigger is better Burst Mode:Will reduce number of times file is locked NOTE: Version 3.7 ODBC driver performs faster than 3.6 and 3.61 See documentation menu: ODBC 3.x at http://pvx.com/ for ODBC setup

27. MAS 500 Migration Performance • Get other traffic/users off the SQL box if possible • TempDB is highly utilized in migration • Make it large before starting the migration and avoid resizing by small amounts (or any amount) • Start with 1 Gig? • More server memory --> faster migration • Check if other SQL Agent jobs are running

28. What’s Involved in a Typical Migration? • What are some of the issues? • Sales detects a pain • Customer decision • Gap analysis • Not just an upgrade • Feature gap • Behavior gap • Project plan • Proof of concept • Migration • Verification/sign off

29. A Typical Migration • Set up a migration link to the source system • Move through the ACS steps in order • Backup DB before critical steps • Set up options as necessary • Enter data for steps not having migrations • Run migrations • Compare reports from source and destination • Pilot the migration to gather any additional supporting data

30. MAS 500 Data Migrator Work Flow Current Accounting System Database MAS 500 StagingTables MAS 500 Tables

31. Recap • Become knowledgeable about the similarities and differences • What Data Migrator is and what it isn’t • Existing migrations • Data Migrator architecture • Tips and tricks

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