Hybrid of New Install and Upgrade

Epicor ERP 10
1

We’re in the process of upgrading from 10.1.400 to 10.2.300, but want the 10.2.300 system to be on a new servers (new App and new SQL servers).

I’ve followed the New Installation Guide and have 10.2.300 setup on our new App server, with a Pilot DB on the new SQL server. Everything seems good so far.

Now I need to move and upgrade the Production DB.

The Release Upgrade Guide assumes the new version of the App will be placed on the same server as the version being upgraded. This is not my case.

I’m thinking, that “all I need to do” is:

  1. Backup the 10.1.400 Prod DB (on SQL_1)
  2. Restore that backup to the new SQL server (SQL_2), as DB named “TST_102300”
  3. Skip the “Upgrade Database Server”, as my DB Server (SQL_2) is already setup for 10.2.300.
  4. Upgrade the TST_102300 DB (section 2.6 in the Release Update Guide).
  5. Skip the “Upgrade Epicor Application Server” (section 2.7), as I’ll be creating a new App for the TST_ environment
  6. Add the new App Server for the TST environment.

Ignoring customizations and reporting (like if my DB from 10.1.400 was totally vanilla), am I missing anything?

2

We did something similar during our last upgrade. We stood up separate servers for testing a new configuration and other than keeping the database names the same, we followed these same steps. You’ll need to make sure the Help, EWA, SSRS, etc. links in the admin console and Company Maintenance all point to the new server addresses.

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