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system_restart:system_restart_strategy

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Parent Article: subject_master_system_restart

System Restart Strategy

Default Process: Dry run in training

  • Software:
    • Upgrade all data sets to current release
    • Install a blank data set for live and for training. Called restarted data from this point on
  • Setup & configuration
    • Use old setup wizard to configure new setup wizard
    • Export forms & labels form existing data to restarted data
    • Look at any special features ex: WEAR, integration's, etc.
    • Backup configured restarted data set. Will be used for go live
  • Data load to training - aka dry run
    • Customer load
    • Supplier load
    • Inventory load
    • Other basic data loads
    • Purchase advanced data load functionality (Ex: units, multi-line comments, and more)
  • Testing & fixing
    • Test invoice processes
    • Test AR processes
    • Test AP processes
    • Test accounting processes
    • Test other processes
    • Identify problems
    • Create data load change requests
  • Strategy
    • Identify important data from live that is needed in the restarted data
    • Provide data load resources like data load templates and documentation
    • Review what is covered in the data load process and do a question and answer session
    • Review reasons for the restart to see if the plan accomplishes those goals
  • How to handle data cleanup
    • Import inventory without quantity to live to enable manual cleanup
      • Make sure not to lose original part number and category (store in free-form field if necessary)
    • Lookup word of X can be loaded to parts you don't want to export from old data
    • Identify other data needing cleaned up and formulate a plan to handle that cleanup
    • Review physical count processes if performing a count at go live of restarted data
  • Data load to live
    • Customer load
    • Supplier load
    • Inventory load
    • Other basic data loads
    • Perform approved change requests. (Any not listed data load related processes that are approved as covered by the customers plan)
  • Go live process
    • Move live data to history
    • Load configured restarted data set from backup to live data directory
    • Perform data load processes to the newly restarted live data. These will be the same as you performed to the training directory during the dry run. Make sure you have adjusted the process for any problems you identified while testing your daily business activity in the restarted training directory
    • Load starting balances like accounts receivable, accounts payable, and general ledger balances.
    • Start entering sales
    • Perform initial bank rec process before the next month end
  • Post go live
    • Regular follow up and Q&A sessions
    • Working on outstanding problems that are approved as covered in the system restart process

Cleanup data set alternative

  • You will notice that in the cleanup section we discussed on option where we loaded inventory without quantity to a live set of restarted data.
  • The main difference for that process is that we load the configured backup to a Cleanup data directory.
  • We can then load inventory without quantity, and other data in advance so we the data can be cleaned
  • This way when the go live data comes around, we only have to load new records (since the backup and data load) as well as a current inventory quantity
  • At go live you move live data to history data, then move cleanup data to live data
system_restart/system_restart_strategy.txt · Last modified: 2016/04/22 14:26 (8 years ago) by cliff