E10 new implementation

The client side has not changed that much from E9 to 10…The biggest change is on the server side.

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, December 4, 2014 9:42 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] E10 new implementation

 

 

That’s a great approach to go the re-implementation route.  Things change over time (even just 7 years) and this is a golden opportunity to re-align the system to the company.  Also to get rid of obsolete data (data cleansing they call it).  If you don’t have DMT get  it – it is a great (if slightly flawed in spots) tool for importing cleaned up data for the Master files.  Only quirk I’ve seen is it will tell you what the required fields are and then choke on fields it did not tell you about.  If you do a DMT install and orientation session with Epicor be sure to ask for the Data Migration Map – a spreadsheet that shows the order files need to be imported – sort of a precedence ranking.  I have one table remaining to populate – Customers (and related sub-tables like contacts).

 

I agree on some of the frustration with the methodology.  We go back to DCD-Classic and there are some who remember the migration to Vantage 5.0 (for me it was Classic to Vantage 4.0 at another company, so 15 years with it) – so we know the system in general.  Then again about half the people have been here less than 2 years and never saw  Vantage so the rest of us are coaching them.   Even with the methodology we had a lot of people yesterday get blown away by grouping, filtering and summaries in grid views – aside from Embedded Education there was no specific place to point out that feature.

 

-Todd C.

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, December 04, 2014 7:58 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] E10 new implementation

 

 

Thanks to all for all the input. 

 

We're live on E905702a and doing a re-implementation to E10, bringing most of the (scrubbed) master data but no transactions.  Reimplementation is to fix some big flaws and major gaps in process that have existed since initial implementation.

 

We're very early in the process and not up to dealing with the reports and backups yet.  Just trying to get through the gauntlet of 'Epicor Signature Methodology' in which they assume we are complete newbies and treat us as such even though I've told them a buzillion times that we've been running the product 7 years since implementing 8.03.

 

Reports: I presume that we will push through to new SSRS versions of the ~12-20 most used reports initially, but start the others as Crystal with conversion as rapidly after GO LIVE as can be accommodated. 

 

Physical vs. Virtual: Our whole datacenter including the various Epicor (9 & 10) servers are all VMware.  I would say we've seen some occasional weakness in performance.  In VM bumping up resources is easy, tuning the appservers is more difficult because VM intrinsically shifts resources to meet various guest server demands.  The advice I would give is to keep the ERP servers on specific hardware exclusive to ERP, and minimize or avoid over-booking the resources.

 

James

 

On Wednesday, December 3, 2014 7:28 PM, "Henry_Yahoo henry_czyz@... [vantage]" <vantage@yahoogroups.com> wrote:

 

 

On 12/3/2014 3:47 PM, Todd Caughey tcaughey@... [vantage] wrote:

 

New E10  site here too.  Seriously planning on starting out with Crystal – just for speed of development against an end of January go-live.  I can do in a couple hours what will take me 3-4 days in SSRS at this point on the learning curve.  Over time as learning takes place we will gradually switch to SSRS.  I’m not worried about performance with Crystal because most issues are links and filter related and I know what to watch out for.

 

But the whole issue reminds me of the transition between Progress 9.1 and10 when Report Builder went away and everyone had to switch to Crystal Reports.   We don’t want to get into the position where Epicor drops the ability to select either type and still run within the system rather than externally.   One big reason my former employer dropped support & maintenance was due to deciding not to migrate from Vantage 6.1 and the biggest reason for that was 500+ RB reports and the time required to convert to Crystal.  Here and now we don’t want to get backed in to that corner so Crystal will probably be a temporary (year or so) expediency with the intention to do more SSRS over time.  But I do like Crystal a lot better.

 

-Todd C.

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, December 03, 2014 3:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] E10 new implementation

 

 

Hi,

We are implementing E10 and moving over from our old ERP solution.
What are you guys using for reporting in E10 ? SSRS or stay with CR. I tested SSRS a little bit but I was working with CR before and looks like is working better for me.
Any speed issues with SSRS. We have brand new equipment and some reports are oping fast some of them like invoice we have to wait 15 sec to open.

thanks

henry

 

Thank you for input. I heard that Epicor will drop off CR and stay with SSRS only. We are planning to go live August next year. During setup we recognized few issues connected to scheduling and financing. Looks like that is global issue, basically was working in 9, not working in 10. What release you are on ? We are on 702, I saw Epicor released already 703 but I did not see major improvements.   Also how your backup and restore is working. I can say some king of headache. Epicor's procedure is not working like suppose to be. Stop pool from epicor admin is not enough to stop/kill database. Even go off with database direct from SQL studio is taking a lot of time. I'm running simple query to switch database in single mode and kill connections. We are on SQL 2012. I'm just curious what issues in front of me :) Are you on virtual servers or regular machine  ?
thanks

h.

 

Hi,

We are implementing E10 and moving over from our old ERP solution.
What are you guys using for reporting in E10 ? SSRS or stay with CR. I tested SSRS a little bit but I was working with CR before and looks like is working better for me.
Any speed issues with SSRS. We have brand new equipment and some reports are oping fast some of them like invoice we have to wait 15 sec to open.

thanks

henry


New E10  site here too.  Seriously planning on starting out with Crystal – just for speed of development against an end of January go-live.  I can do in a couple hours what will take me 3-4 days in SSRS at this point on the learning curve.  Over time as learning takes place we will gradually switch to SSRS.  I’m not worried about performance with Crystal because most issues are links and filter related and I know what to watch out for.

 

But the whole issue reminds me of the transition between Progress 9.1 and10 when Report Builder went away and everyone had to switch to Crystal Reports.   We don’t want to get into the position where Epicor drops the ability to select either type and still run within the system rather than externally.   One big reason my former employer dropped support & maintenance was due to deciding not to migrate from Vantage 6.1 and the biggest reason for that was 500+ RB reports and the time required to convert to Crystal.  Here and now we don’t want to get backed in to that corner so Crystal will probably be a temporary (year or so) expediency with the intention to do more SSRS over time.  But I do like Crystal a lot better.

 

-Todd C.

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, December 03, 2014 3:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] E10 new implementation

 

 

Hi,

We are implementing E10 and moving over from our old ERP solution.
What are you guys using for reporting in E10 ? SSRS or stay with CR. I tested SSRS a little bit but I was working with CR before and looks like is working better for me.
Any speed issues with SSRS. We have brand new equipment and some reports are oping fast some of them like invoice we have to wait 15 sec to open.

thanks

henry

 

I would recommend SSRS it is the platform that Epicor Recommends and they are not likely to go back to Crystal, I suspect in soon releases they may drop support for Crystal All together.


Jose C Gomez
Software Engineer


T: 904.469.1524 mobile

Quis custodiet ipsos custodes?

On Wed, Dec 3, 2014 at 4:47 PM, Todd Caughey tcaughey@... [vantage] <vantage@yahoogroups.com> wrote:

Â
<div>
  
  
  <p>

New E10 site here too. Seriously planning on starting out with Crystal – just for speed of development against an end of January go-live. I can do in a couple hours what will take me 3-4 days in SSRS at this point on the learning curve. Over time as learning takes place we will gradually switch to SSRS. I’m not worried about performance with Crystal because most issues are links and filter related and I know what to watch out for.

Â

But the whole issue reminds me of the transition between Progress 9.1 and10 when Report Builder went away and everyone had to switch to Crystal Reports.  We don’t want to get into the position where Epicor drops the ability to select either type and still run within the system rather than externally.   One big reason my former employer dropped support & maintenance was due to deciding not to migrate from Vantage 6.1 and the biggest reason for that was 500+ RB reports and the time required to convert to Crystal. Here and now we don’t want to get backed in to that corner so Crystal will probably be a temporary (year or so) expediency with the intention to do more SSRS over time. But I do like Crystal a lot better.

Â

-Todd C.

Â

Â

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, December 03, 2014 3:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] E10 new implementation

Â

Â

Hi,

We are implementing E10 and moving over from our old ERP solution.
What are you guys using for reporting in E10 ? SSRS or stay with CR. I tested SSRS a little bit but I was working with CR before and looks like is working better for me.
Any speed issues with SSRS. We have brand new equipment and some reports are oping fast some of them like invoice we have to wait 15 sec to open.

thanks

henry

Â

</div>
 


<div style="color:#fff;min-height:0;"></div>

<div class="ygrps-yiv-1858814953moz-cite-prefix">On 12/3/2014 3:47 PM, Todd Caughey
  <a rel="nofollow" class="ygrps-yiv-1858814953moz-txt-link-abbreviated" target="_blank" href="mailto:tcaughey@...">tcaughey@...</a> [vantage] wrote:<br>
</div>
<blockquote><span title="qreply"> <blockquote

type=“cite”> Â

      <div id="ygrps-yiv-1858814953ygrp-text">
        <p>
        </p>
        <div class="ygrps-yiv-1858814953WordSection1">
          <p class="ygrps-yiv-1858814953MsoNormal"><span

style=“font-size:11.0pt;color:#1F497D;”>New
E10 site here too. Seriously planning on starting
out with Crystal – just for speed of development
against an end of January go-live. I can do in a
couple hours what will take me 3-4 days in SSRS at
this point on the learning curve. Over time as
learning takes place we will gradually switch to
SSRS. I’m not worried about performance with Crystal
because most issues are links and filter related and I
know what to watch out for.


Â


But
the whole issue reminds me of the transition between
Progress 9.1 and10 when Report Builder went away and
everyone had to switch to Crystal Reports.  We don’t
want to get into the position where Epicor drops the
ability to select either type and still run within the
system rather than externally. Â Â One big reason my
former employer dropped support & maintenance was
due to deciding not to migrate from Vantage 6.1 and
the biggest reason for that was 500+ RB reports and
the time required to convert to Crystal. Here and now
we don’t want to get backed in to that corner so
Crystal will probably be a temporary (year or so)
expediency with the intention to do more SSRS over
time. But I do like Crystal a lot better.


Â


-Todd
C.


Â


Â




From:
vantage@yahoogroups.com
[mailto:vantage@yahoogroups.com]


Sent: Wednesday, December 03, 2014 3:04 PM

To: vantage@yahoogroups.com

Subject: [Vantage] E10 new implementation




Â


Â





Hi,



We are implementing E10 and moving over from our
old ERP solution.

What are you guys using for reporting in E10 ?
SSRS or stay with CR. I tested SSRS a little bit
but I was working with CR before and looks like is
working better for me.


Any speed issues with SSRS. We have brand new
equipment and some reports are oping fast some of
them like invoice we have to wait 15 sec to open.




thanks



henry


Â









</blockquote>
Thank you for input. I heard that Epicor will drop off CR and stay
with SSRS only. We are planning to go live August next year. During
setup we recognized few issues connected to scheduling and
financing. Looks like that is global issue, basically was working in
9, not working in 10. What release you are on ? We are on 702, I saw
Epicor released already 703 but I did not see major improvements. Â 
Also how your backup and restore is working. I can say some king of
headache. Epicor&#39;s procedure is not working like suppose to be. Stop
pool from epicor admin is not enough to stop/kill database. Even go
off with database direct from SQL studio is taking a lot of time.
I&#39;m running simple query to switch database in single mode and kill
connections. We are on SQL 2012. I&#39;m just curious what issues in
front of me :) Are you on virtual servers or regular machine  ? <br>
thanks <br>
<br>
h.<br>
<br>

Thanks to all for all the input. 

We're live on E905702a and doing a re-implementation to E10, bringing most of the (scrubbed) master data but no transactions.  Reimplementation is to fix some big flaws and major gaps in process that have existed since initial implementation.

We're very early in the process and not up to dealing with the reports and backups yet.  Just trying to get through the gauntlet of 'Epicor Signature Methodology' in which they assume we are complete newbies and treat us as such even though I've told them a buzillion times that we've been running the product 7 years since implementing 8.03.

Reports: I presume that we will push through to new SSRS versions of the ~12-20 most used reports initially, but start the others as Crystal with conversion as rapidly after GO LIVE as can be accommodated. 

Physical vs. Virtual: Our whole datacenter including the various Epicor (9 & 10) servers are all VMware.  I would say we've seen some occasional weakness in performance.  In VM bumping up resources is easy, tuning the appservers is more difficult because VM intrinsically shifts resources to meet various guest server demands.  The advice I would give is to keep the ERP servers on specific hardware exclusive to ERP, and minimize or avoid over-booking the resources.

James


On Wednesday, December 3, 2014 7:28 PM, "Henry_Yahoo henry_czyz@... [vantage]" <vantage@yahoogroups.com> wrote:


 
<div id="ygrps-yiv-174820117yiv0240190283ygrp-text">
  
  
  <div>


</div><div class="ygrps-yiv-174820117yiv0240190283yqt5822659918" id="ygrps-yiv-174820117yiv0240190283yqt50372"><div class="ygrps-yiv-174820117yiv0240190283moz-cite-prefix">On 12/3/2014 3:47 PM, Todd Caughey
  <a rel="nofollow" class="ygrps-yiv-174820117yiv0240190283moz-txt-link-abbreviated" target="_blank" href="mailto:tcaughey@..." shape="rect">tcaughey@...</a> [vantage] wrote:<br clear="none">
</div>
<blockquote><span title="qreply"> <blockquote type="cite"> <span>&nbsp;</span>
  
      <div id="ygrps-yiv-174820117yiv0240190283ygrp-text">
        <div>
        </div>
        <div class="ygrps-yiv-174820117yiv0240190283WordSection1">
          <div class="ygrps-yiv-174820117yiv0240190283MsoNormal"><span style="font-size:11pt;">New
              E10&nbsp; site here too.&nbsp; Seriously planning on starting
              out with Crystal – just for speed of development
              against an end of January go-live.&nbsp; I can do in a
              couple hours what will take me 3-4 days in SSRS at
              this point on the learning curve.&nbsp; Over time as
              learning takes place we will gradually switch to
              SSRS.&nbsp; I’m not worried about performance with Crystal
              because most issues are links and filter related and I
              know what to watch out for.</span></div> 
          <div class="ygrps-yiv-174820117yiv0240190283MsoNormal"><span style="font-size:11pt;"> &nbsp;</span></div> 
          <div class="ygrps-yiv-174820117yiv0240190283MsoNormal"><span style="font-size:11pt;">But
              the whole issue reminds me of the transition between
              Progress 9.1 and10 when Report Builder went away and
              everyone had to switch to Crystal Reports.&nbsp;&nbsp; We don’t
              want to get into the position where Epicor drops the
              ability to select either type and still run within the
              system rather than externally. &nbsp;&nbsp;One big reason my
              former employer dropped support &amp; maintenance was
              due to deciding not to migrate from Vantage 6.1 and
              the biggest reason for that was 500+ RB reports and
              the time required to convert to Crystal.&nbsp; Here and now
              we don’t want to get backed in to that corner so
              Crystal will probably be a temporary (year or so)
              expediency with the intention to do more SSRS over
              time.&nbsp; But I do like Crystal a lot better.</span></div> 
          <div class="ygrps-yiv-174820117yiv0240190283MsoNormal"><span style="font-size:11pt;"> &nbsp;</span></div> 
          <div class="ygrps-yiv-174820117yiv0240190283MsoNormal"><span style="font-size:11pt;">-Todd
              C.</span></div> 
          <div class="ygrps-yiv-174820117yiv0240190283MsoNormal"><span style="font-size:11pt;"> &nbsp;</span></div> 
          <div class="ygrps-yiv-174820117yiv0240190283MsoNormal"><span style="font-size:11pt;"> &nbsp;</span></div> 
          <div>
            <div style="padding:3pt 0in 0in;border-top-color:rgb(225, 225, 225);border-top-width:1pt;border-top-style:solid;">
              <div class="ygrps-yiv-174820117yiv0240190283MsoNormal"><b><span style="font-size:11pt;">From:</span></b><span style="font-size:11pt;">
                  <a rel="nofollow" class="ygrps-yiv-174820117yiv0240190283moz-txt-link-abbreviated" target="_blank" href="mailto:vantage@yahoogroups.com" shape="rect">vantage@yahoogroups.com</a>
                  [<a rel="nofollow" class="ygrps-yiv-174820117yiv0240190283moz-txt-link-freetext" target="_blank" href="mailto:vantage@yahoogroups.com" shape="rect">mailto:vantage@yahoogroups.com</a>]
                  <br clear="none">
                  <b>Sent:</b> Wednesday, December 03, 2014 3:04 PM<br clear="none">
                  <b>To:</b> <a rel="nofollow" class="ygrps-yiv-174820117yiv0240190283moz-txt-link-abbreviated" target="_blank" href="mailto:vantage@yahoogroups.com" shape="rect">vantage@yahoogroups.com</a><br clear="none">
                  <b>Subject:</b> [Vantage] E10 new implementation</span></div> 
            </div>
          </div>
          <div class="ygrps-yiv-174820117yiv0240190283MsoNormal"> &nbsp;</div> 
          <div class="ygrps-yiv-174820117yiv0240190283MsoNormal">&nbsp; </div> 
          <div id="ygrps-yiv-174820117yiv0240190283ygrp-mlmsg">
            <div id="ygrps-yiv-174820117yiv0240190283ygrp-msg">
              <div id="ygrps-yiv-174820117yiv0240190283ygrp-text">
                <div>Hi, <br clear="none">
                  <br clear="none">
                  We are implementing E10 and moving over from our
                  old ERP solution. <br clear="none">
                  What are you guys using for reporting in E10 ?
                  SSRS or stay with CR. I tested SSRS a little bit
                  but I was working with CR before and looks like is
                  working better for me.
                  <br clear="none">
                  Any speed issues with SSRS. We have brand new
                  equipment and some reports are oping fast some of
                  them like invoice we have to wait 15 sec to open.
                  <br clear="none">
                  <br clear="none">
                  thanks<br clear="none">
                  <br clear="none">
                  henry</div> 
                <div> &nbsp;</div> 
              </div>
              <div>
                <div class="ygrps-yiv-174820117yiv0240190283MsoNormal"><span style="color:white;"></span></div> 
              </div>
            </div>
          </div>
        </div>
      </div>
      
  
  
</blockquote></span></blockquote></div>
Thank you for input. I heard that Epicor will drop off CR and stay
with SSRS only. We are planning to go live August next year. During
setup we recognized few issues connected to scheduling and
financing. Looks like that is global issue, basically was working in
9, not working in 10. What release you are on ? We are on 702, I saw
Epicor released already 703 but I did not see major improvements. &nbsp;
Also how your backup and restore is working. I can say some king of
headache. Epicor&#39;s procedure is not working like suppose to be. Stop
pool from epicor admin is not enough to stop/kill database. Even go
off with database direct from SQL studio is taking a lot of time.
I&#39;m running simple query to switch database in single mode and kill
connections. We are on SQL 2012. I&#39;m just curious what issues in
front of me :) Are you on virtual servers or regular machine&nbsp; ? <br clear="none">
thanks <br clear="none">
<br clear="none">
h.<br clear="none">
<br clear="none">




</div>
 


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That’s a great approach to go the re-implementation route.  Things change over time (even just 7 years) and this is a golden opportunity to re-align the system to the company.  Also to get rid of obsolete data (data cleansing they call it).  If you don’t have DMT get  it – it is a great (if slightly flawed in spots) tool for importing cleaned up data for the Master files.  Only quirk I’ve seen is it will tell you what the required fields are and then choke on fields it did not tell you about.  If you do a DMT install and orientation session with Epicor be sure to ask for the Data Migration Map – a spreadsheet that shows the order files need to be imported – sort of a precedence ranking.  I have one table remaining to populate – Customers (and related sub-tables like contacts).

 

I agree on some of the frustration with the methodology.  We go back to DCD-Classic and there are some who remember the migration to Vantage 5.0 (for me it was Classic to Vantage 4.0 at another company, so 15 years with it) – so we know the system in general.  Then again about half the people have been here less than 2 years and never saw  Vantage so the rest of us are coaching them.   Even with the methodology we had a lot of people yesterday get blown away by grouping, filtering and summaries in grid views – aside from Embedded Education there was no specific place to point out that feature.

 

-Todd C.

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, December 04, 2014 7:58 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] E10 new implementation

 

 

Thanks to all for all the input. 

 

We're live on E905702a and doing a re-implementation to E10, bringing most of the (scrubbed) master data but no transactions.  Reimplementation is to fix some big flaws and major gaps in process that have existed since initial implementation.

 

We're very early in the process and not up to dealing with the reports and backups yet.  Just trying to get through the gauntlet of 'Epicor Signature Methodology' in which they assume we are complete newbies and treat us as such even though I've told them a buzillion times that we've been running the product 7 years since implementing 8.03.

 

Reports: I presume that we will push through to new SSRS versions of the ~12-20 most used reports initially, but start the others as Crystal with conversion as rapidly after GO LIVE as can be accommodated. 

 

Physical vs. Virtual: Our whole datacenter including the various Epicor (9 & 10) servers are all VMware.  I would say we've seen some occasional weakness in performance.  In VM bumping up resources is easy, tuning the appservers is more difficult because VM intrinsically shifts resources to meet various guest server demands.  The advice I would give is to keep the ERP servers on specific hardware exclusive to ERP, and minimize or avoid over-booking the resources.

 

James

 

On Wednesday, December 3, 2014 7:28 PM, "Henry_Yahoo henry_czyz@... [vantage]" <vantage@yahoogroups.com> wrote:

 

 

On 12/3/2014 3:47 PM, Todd Caughey tcaughey@... [vantage] wrote:

 

New E10  site here too.  Seriously planning on starting out with Crystal – just for speed of development against an end of January go-live.  I can do in a couple hours what will take me 3-4 days in SSRS at this point on the learning curve.  Over time as learning takes place we will gradually switch to SSRS.  I’m not worried about performance with Crystal because most issues are links and filter related and I know what to watch out for.

 

But the whole issue reminds me of the transition between Progress 9.1 and10 when Report Builder went away and everyone had to switch to Crystal Reports.   We don’t want to get into the position where Epicor drops the ability to select either type and still run within the system rather than externally.   One big reason my former employer dropped support & maintenance was due to deciding not to migrate from Vantage 6.1 and the biggest reason for that was 500+ RB reports and the time required to convert to Crystal.  Here and now we don’t want to get backed in to that corner so Crystal will probably be a temporary (year or so) expediency with the intention to do more SSRS over time.  But I do like Crystal a lot better.

 

-Todd C.

 

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, December 03, 2014 3:04 PM
To: vantage@yahoogroups.com
Subject: [Vantage] E10 new implementation

 

 

Hi,

We are implementing E10 and moving over from our old ERP solution.
What are you guys using for reporting in E10 ? SSRS or stay with CR. I tested SSRS a little bit but I was working with CR before and looks like is working better for me.
Any speed issues with SSRS. We have brand new equipment and some reports are oping fast some of them like invoice we have to wait 15 sec to open.

thanks

henry

 

Thank you for input. I heard that Epicor will drop off CR and stay with SSRS only. We are planning to go live August next year. During setup we recognized few issues connected to scheduling and financing. Looks like that is global issue, basically was working in 9, not working in 10. What release you are on ? We are on 702, I saw Epicor released already 703 but I did not see major improvements.   Also how your backup and restore is working. I can say some king of headache. Epicor's procedure is not working like suppose to be. Stop pool from epicor admin is not enough to stop/kill database. Even go off with database direct from SQL studio is taking a lot of time. I'm running simple query to switch database in single mode and kill connections. We are on SQL 2012. I'm just curious what issues in front of me :) Are you on virtual servers or regular machine  ?
thanks

h.