Contents

Audience
What's in This Document
Documentation Conventions
The Document Online
How to Use the Online Help
Related Documentation
Product Support

Chapter 1 Overview of the Upgrade Process

About the Upgrade Process

Upgrade Tasks

About the Upgrade Utility

Automated Data Migration

Typical Data Migration Tasks
Data Migration Exceptions

Manual Data Migration

Chapter 2 Planning the Upgrade

Establishing an Upgrade Team

BuyerXpert Technical Expert
LDAP Expert
Oracle Expert (DBA)
Business Expert

Analyzing the Buying Environment

Establishing a Cut-off Date for New Orders

Planning the Organizational Hierarchy

Current BuyerXpert 3.x System
Multi-Organizational Structure
Defining the Membership Structure

Writing an Upgrade Plan

Chapter 3 Using the Upgrade Utility to Automate Data Migration

Pre-Upgrade Tasks

Backup BuyerXpert Data
Set Up UNIX Access Permissions
Determine Data Import File Location Defaults
Set Up a Staging Environment

Installing BuyerXpert 4.x

How to Use the Upgrade Utility

Data Migration Tasks

Importing Large Amounts of Data

Upgrading Membership

Access Control

Upgrading Catalogs
Upgrading Order Management System (OMS)
Upgrading Commodity Codes
Upgrading Accounting Codes
Upgrading Business Rules
Upgrading Permissions
Upgrading Approval

Using the Upgrade Utility User Interface

Select Profile Screen
Select Components to Upgrade Screen
Specify Site Parameters Screen
Run Selected Modules Screen

Selecting Modules to Upgrade

Upgrade Status Screen
Get Report Screen

Migrating Multi-Organizational Data

Catalog destination (if migrating catalogs)

Modifying the LDAP Configuration

Disable UID Uniqueness

Modifying the Membership Import Files

Chapter 4 Completing the Upgrade

Changing User Passwords
Configuring the Process Manager
Protecting Secure Information
Migrating Pending Orders
Setting Catalog Views and Permissions
Configuring New Business Rules
Migrating User Interface Customizations

Appendix A Upgrading from BuyerXpert 4.0 to 4.1

Preserving BuyerXpert 4.0 Data
Backing Up BuyerXpert 4.0 Data

Shutting Down BuyerXpert 4.0

Installing BuyerXpert 4.1
Using the BuyerXpert 4.0 to 4.1 Upgrade Script

Running the 4.0 to 4.1 Upgrade Script

Index