Vantage 4.0 to 5.2 Upgrade

Hit them as I ran into them. There are lists of changes posted in the
download area. Well over 90% of RB issue was related to qty fields being
changed to "Our" vs. the new "Selling" quantities. I got really fast
clicking in front of field names and Ctrl-V to paste "Our" in front of it.
Since I had to go thru every report anyway it seemed faster to just take
them as the came up. I also used this opportunity to split all my reports
into more rational PRL libraries and change the report names in the page
headings to indicate the new library location. Optimized a filter here and
there and updated date filters to 2002 so users would not have to change
that part (for next 3 months anyway). The RB work took about 2 weeks. One
big task, post-upgrade (but before Monday), will be to point the Custom
Reports at the new PRLs.
-Todd C.

-----Original Message-----
From: Judy Havlik [mailto:judy.havlik@...]
Sent: Tuesday, October 01, 2002 11:39 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Vantage 4.0 to 5.2 Upgrade


Thanks, Todd...I have no problem responding on the list if it is of
interest to everyone. I'm curious if you have a list of new field
names or is this just something you learned while going through your
test? Further, feel free to share with me direct or with the group
if you prefer, regarding your experience. Thanks for responding.

Sincerely,
Judy H.
--- In vantage@y..., Todd Caughey <caugheyt@h...> wrote:
> I will know a whole lot more on Monday after we do the big leap this
> weekend. So far only a few glitches in the process and those
mostly due to
> my inexperience. Best advice I have been given was to set up a
dedicated
> test server and run thru all the intermediate upgrades in order to
try out
> the whole process. You will very quickly know the support number
without
> looking it up but they tend to have a ready answer to most common
issues.
> There was one big issue for us regarding mis-loading of customer
territory
> but that will soon be resolved. Biggest hassle was one-at-a-time
going thru
> over 300 RB reports to find which ones had new field names
(especially
> OurQty) plus a few cases where I had a calculated field called
JobType which
> is now a field name. So far our Cyrstal 8.0 compiled forms (Job
Traveler in
> particular) run OK on the 8.5 DLLs in 5.20. Having 5.20 on a test
server
> has also allowed user review and advance warning of procedure
changes that
> might be required.
>
> I tend to like to see questions to the whole group so everyone can
benefit
> (and contribute) but if you want to contact me off-list that's OK
too.
> -Todd Caughey
> Harvey Vogel Mfg. Co.
>
> -----Original Message-----
> From: Judy Havlik [mailto:judy.havlik@p...]
> Sent: Tuesday, October 01, 2002 11:07 AM
> To: vantage@y...
> Subject: [Vantage] Vantage 4.0 to 5.2 Upgrade
>
>
> We are planning to upgrade soon and I was hoping some of you might
> share your experiences with us so we can better prepare for the big
> event. Please feel free to e-mail me direct at
> judy.havlik@p...
>
> Best wishes...and thanks in advance to anyone who can help.
>
> Sincerely,
> Judy Havlik
> Plitek, L.L.C.
>
>
>
>
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Builder and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.>
> < http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.> >
> (2) To search through old msg's goto:
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> < http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages> >
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l/S=:HM/A=1194123/rand=217333643>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .




[Non-text portions of this message have been removed]
We are planning to upgrade soon and I was hoping some of you might
share your experiences with us so we can better prepare for the big
event. Please feel free to e-mail me direct at
judy.havlik@....

Best wishes...and thanks in advance to anyone who can help.

Sincerely,
Judy Havlik
Plitek, L.L.C.
I will know a whole lot more on Monday after we do the big leap this
weekend. So far only a few glitches in the process and those mostly due to
my inexperience. Best advice I have been given was to set up a dedicated
test server and run thru all the intermediate upgrades in order to try out
the whole process. You will very quickly know the support number without
looking it up but they tend to have a ready answer to most common issues.
There was one big issue for us regarding mis-loading of customer territory
but that will soon be resolved. Biggest hassle was one-at-a-time going thru
over 300 RB reports to find which ones had new field names (especially
OurQty) plus a few cases where I had a calculated field called JobType which
is now a field name. So far our Cyrstal 8.0 compiled forms (Job Traveler in
particular) run OK on the 8.5 DLLs in 5.20. Having 5.20 on a test server
has also allowed user review and advance warning of procedure changes that
might be required.

I tend to like to see questions to the whole group so everyone can benefit
(and contribute) but if you want to contact me off-list that's OK too.
-Todd Caughey
Harvey Vogel Mfg. Co.

-----Original Message-----
From: Judy Havlik [mailto:judy.havlik@...]
Sent: Tuesday, October 01, 2002 11:07 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Vantage 4.0 to 5.2 Upgrade


We are planning to upgrade soon and I was hoping some of you might
share your experiences with us so we can better prepare for the big
event. Please feel free to e-mail me direct at
judy.havlik@....

Best wishes...and thanks in advance to anyone who can help.

Sincerely,
Judy Havlik
Plitek, L.L.C.




Yahoo! Groups Sponsor

ADVERTISEMENT

<http://rd.yahoo.com/M=232673.2420628.3840241.2225243/D=egroupweb/S=17050071
83:HM/A=1194123/R=0/*http://www.adinsdirect.com/>

<http://us.adserver.yahoo.com/l?M=232673.2420628.3840241.2225243/D=egroupmai
l/S=:HM/A=1194123/rand=821152269>

Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have
already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .




[Non-text portions of this message have been removed]
Thanks, Todd...I have no problem responding on the list if it is of
interest to everyone. I'm curious if you have a list of new field
names or is this just something you learned while going through your
test? Further, feel free to share with me direct or with the group
if you prefer, regarding your experience. Thanks for responding.

Sincerely,
Judy H.
--- In vantage@y..., Todd Caughey <caugheyt@h...> wrote:
> I will know a whole lot more on Monday after we do the big leap this
> weekend. So far only a few glitches in the process and those
mostly due to
> my inexperience. Best advice I have been given was to set up a
dedicated
> test server and run thru all the intermediate upgrades in order to
try out
> the whole process. You will very quickly know the support number
without
> looking it up but they tend to have a ready answer to most common
issues.
> There was one big issue for us regarding mis-loading of customer
territory
> but that will soon be resolved. Biggest hassle was one-at-a-time
going thru
> over 300 RB reports to find which ones had new field names
(especially
> OurQty) plus a few cases where I had a calculated field called
JobType which
> is now a field name. So far our Cyrstal 8.0 compiled forms (Job
Traveler in
> particular) run OK on the 8.5 DLLs in 5.20. Having 5.20 on a test
server
> has also allowed user review and advance warning of procedure
changes that
> might be required.
>
> I tend to like to see questions to the whole group so everyone can
benefit
> (and contribute) but if you want to contact me off-list that's OK
too.
> -Todd Caughey
> Harvey Vogel Mfg. Co.
>
> -----Original Message-----
> From: Judy Havlik [mailto:judy.havlik@p...]
> Sent: Tuesday, October 01, 2002 11:07 AM
> To: vantage@y...
> Subject: [Vantage] Vantage 4.0 to 5.2 Upgrade
>
>
> We are planning to upgrade soon and I was hoping some of you might
> share your experiences with us so we can better prepare for the big
> event. Please feel free to e-mail me direct at
> judy.havlik@p...
>
> Best wishes...and thanks in advance to anyone who can help.
>
> Sincerely,
> Judy Havlik
> Plitek, L.L.C.
>
>
>
>
> Yahoo! Groups Sponsor
>
> ADVERTISEMENT
>
>
<http://rd.yahoo.com/M=232673.2420628.3840241.2225243/D=egroupweb/S=17
050071
> 83:HM/A=1194123/R=0/*http://www.adinsdirect.com/>
>
> <http://us.adserver.yahoo.com/l?
M=232673.2420628.3840241.2225243/D=egroupmai
> l/S=:HM/A=1194123/rand=821152269>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You
must have
> already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report
Builder and
> Crystal Reports and other 'goodies', please goto:
> http://groups.yahoo.com/group/vantage/files/.
> <http://groups.yahoo.com/group/vantage/files/.>
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
> <http://groups.yahoo.com/group/vantage/messages>
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/links
> <http://groups.yahoo.com/group/vantage/links>
>
> Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
> <http://docs.yahoo.com/info/terms/> .
>
>
>
>
> [Non-text portions of this message have been removed]