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BuyerXpert 4.1 SP3 Upgrade Guide |
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 ProcessAbout the Upgrade Process
Upgrade Tasks
About the Upgrade Utility
Automated Data Migration
Typical Data Migration Tasks
Manual Data Migration
Data Migration Exceptions
Chapter 2 Planning the UpgradeEstablishing an Upgrade Team
BuyerXpert Technical Expert
Analyzing the Buying Environment
LDAP Expert
Oracle Expert (DBA)
Business Expert
Establishing a Cut-off Date for New Orders
Planning the Organizational Hierarchy
Current BuyerXpert 3.x System
Writing an Upgrade Plan
Multi-Organizational Structure
Defining the Membership Structure
Chapter 3 Using the Upgrade Utility to Automate Data MigrationPre-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
Using the Upgrade Utility User Interface
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
Select Profile Screen
Migrating Multi-Organizational Data
Select Components to Upgrade Screen
Specify Site Parameters Screen
Run Selected Modules Screen
Selecting Modules to Upgrade
Upgrade Status Screen
Get Report Screen
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 4.1Preserving BuyerXpert 4.0 Data
Index
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
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Copyright © 2001 Sun Microsystems, Inc. Some preexisting portions Copyright © 2000 Netscape Communications Corp. All rights reserved.
Last Updated October 08, 2001