Going from 8.03 to 9

Does going from 8.03 to 9 require sending the database to Epicor for conversion?


Or can 9 be installed, and then a local (on the server) update/conversion happen?


If a local conversion can be done, is it best to install 9 on the same server as 8, and then do the conversion, or to install 9 on a new server, copy the version 8 DB to it, and then run the conversion.


Any other things worth mentioning about going from 8.03 to 9?


Details of our systems


Our current architecture:

App Server: Windows Server 2003 R2  (actually a running in a VM Ware instance on brand new hardware)

Program version: 8.03.409C

Database: Progress OpenEdge 10.1B, SP 03

Clients: XP Pro, Win 7, Win 8, Win 8.1, and a few Mac's that use a Citrix Server connection.


* We're a very small company (10 licenses), with maybe 15 people that ever use it.  

* Mostly used for Accounting, Sales, Purchasing & Inventory

* Barely for Manufacturing 

  - Just create jobs for material transactions.  

  - No labor or resource input, scheduling, MRP, etc....  

* We have Product Configurator, and use it extensively.

* No web integration

* No Service Connect

* No CRM


But we do have quite a few customizations (all done by me).  

* Most are form changes to add an extra field (like Number01,ShortChar02, etc...)

* Some have custom code in the form .  

* There are about a dozen BPM's as well.

 

Thanks in Advance!


Calvin