Previous     Contents     Index     Next     
BuyerXpert 4.1 SP3 Upgrade Guide



Chapter 1   Overview of the Upgrade Process


This chapter describes how to migrate data from one instance of BuyerXpert 3.x to another instance of BuyerXpert 4.x using the Upgrade utility.
Note The information in this chapter is based on the assumption that you have already read the BuyerXpert Concepts and Release Notes.


This chapter contains the following sections:



About the Upgrade Process

The upgrade process consists of migrating data to BuyerXpert 4.x from BuyerXpert 3.x using the Upgrade utility.

The following scenarios are possible:

  • Migrate legacy data from a BuyerXpert 3.x instance to a BuyerXpert 4.1 or higher system

  • Upgrade BuyerXpert 4.0 data store for use with BuyerXpert 4.1 or higher Oracle schema and new business rules.
    Note You cannot not use the Upgrade utility to migrate legacy data from BuyerXpert 3.x to BuyerXpert 4.0



Upgrade Tasks

Table 1-1 lists the tasks required for the upgrade process. The right-hand column provides information about where to find instructions, guidelines, or tools for performing that task.

Table 1-1    Upgrade Tasks 

Task

Location of Instructions/Guidelines/Tools

Plan the upgrade process and write the upgrade plan.  

Chapter 2 "Planning the Upgrade"  

Use the Upgrade utility to automate the data migration process.  

Chapter 3 "Using the Upgrade Utility to Automate Data Migration"  

Complete the upgrade process.  

Chapter 4 "Completing the Upgrade"  



About the Upgrade Utility


The BuyerXpert Upgrade utility allows you to migrate data modules from an instance of BuyerXpert 3.x to an instance of BuyerXpert 4.x. Listed below are the modules that you can migrate from BuyerXpert 3.x to BuyerXpert 4.x:

  • Membership

  • Catalog

  • Order Management System (OMS)

  • Commodity Codes

  • Accounting Codes

  • Business Rules

  • Approval


Automated Data Migration

The Upgrade utility extracts data to be migrated from BuyerXpert 3.x. The typical data migration process is a multi-phase process, as described below.


Typical Data Migration Tasks

  1. The Upgrade utility extracts data from a BuyerXpert 3.x database (CADIS or Oracle) and writes the data to an import file.

  2. The Upgrade utility passes the import files to the BuyerXpert 4.x Import utility.

  3. The Import utility imports the BuyerXpert 3.x data import files to a BuyerXpert 4.x database (Oracle or iPlanet MarketMaker).

An advantage of this multi-phase data migration process is that you can stop and start the data migration process. This is helpful when you are migrating extremely large amounts of data to BuyerXpert 4.x.

For example, you can use the Upgrade utility to extract data from BuyerXpert 3.x and create the import files, and then stop the upgrade process. Later, you can migrate the import files to BuyerXpert 4.x using the Import utility.


Data Migration Exceptions

The data migration process varies for the following data modules:

  • Catalogs—The Upgrade utility writes the extracted data to an XML import file and passes the data to iPlanet MarketMaker, which writes the data to a BuyerXpert 4.x database.

  • Approval Log—The Upgrade utility writes the extracted data directly to a BuyerXpert 4.x database.


Manual Data Migration

Certain BuyerXpert components cannot be migrated with the Upgrade utility and must be migrated separately after you migrate data from BuyerXpert 3.x to BuyerXpert 4.x using the Upgrade utility.

There is also new functionality in BuyerXpert 4.x, where comparable data does not exist in BuyerXpert 3.x. You must complete the following manual data migration tasks before you can deploy the staging system (see Chapter 4 "Completing the Upgrade" for more information):

  • Change user passwords

  • Configure the iPlanet Process Manager

  • Protect secure information, such as credit card information

  • Set catalog and catalog view permissions

  • Configure new BuyerXpert business rules

  • Migrate user customizations lost in the upgrade process

Table 1-2 lists the BuyerXpert 4.x data components that can be migrated, indicates if their migration can be automated by the Upgrade utility, and the data migration method.

Table 1-2    Data Migration Method  (1 of 3)

BX 4.x Module / Component

Automated

Migration

Migration Method

Membership

Organizations  

Yes  

Upgrade utility to Import Utility  

Organizational Units  

Yes  

Upgrade utility to Import Utility  

User Groups  

Yes  

Upgrade utility to Import Utility  

Users  

Yes  

Upgrade utility to Import Utility  

Location  

Yes  

Upgrade utility to Import Utility  

Default Location Rules  

Yes  

Upgrade utility to Import Utility  

Catalog

Catalogs  

Yes  

Upgrade Utility to iPlanet MarketMaker  

Order Management System (OMS)

   Price lists  

Yes  

Upgrade utility to Import Utility  

   Price Column  

Yes  

Upgrade utility to Import Utility  

   Price Item  

Yes  

Upgrade utility to Import Utility  

   Price List Info  

Yes  

Upgrade utility to Import Utility  

Adjustments  

Yes  

Upgrade utility to Import Utility  

Payment Terms  

Yes  

Upgrade utility to Import Utility  

Freight Terms  

Yes  

Upgrade utility to Import Utility  

Ship Method  

Yes  

Upgrade utility to Import Utility  

   Payment Type  

Yes  

Upgrade utility to Import Utility  

   Payment Subtype  

Yes  

Upgrade utility to Import Utility  

   Payment Instruments  

Yes  

Upgrade utility to Import Utility  

   Credit Card Instruments  

Yes  

Upgrade utility to Import Utility  

Unit Class  

Yes  

Upgrade utility to Import Utility  

Unit  

Yes  

Upgrade utility to Import Utility  

Unit Conversion Table  

Yes  

Upgrade utility to Import Utility  

Unit Conversion Table Entry  

Yes  

Upgrade utility to Import Utility  

Commodity Codes

Commodity Codes  

Yes  

Upgrade utility to Import Utility  

Accounting Codes

Accounting Codes  

Yes  

Upgrade utility to Import Utility  

Business Rules  

 

 

All  

Yes  

Upgrade utility  

Accounting Codes  

Yes  

Upgrade utility  

Additional Info  

No  

None  

Catalog  

No  

None  

Community Code  

Yes  

Upgrade utility to Import Utility  

Currency  

Yes  

Upgrade utility to Import Utility  

Discount Charge  

Yes  

Upgrade utility to Import Utility  

Display Preferences  

No  

None  

Location  

Yes  

Upgrade utility to Import Utility  

Interface (Order Transmission)  

Yes  

Upgrade utility to Import Utility  

Inventory  

No  

None  

Order Entry  

Yes  

Upgrade utility to Import Utility  

Permissions  

Yes  

Upgrade utility to Import Utility  

Pricing  

Yes  

Upgrade utility to Import Utility  

Product  

Yes  

Upgrade utility to Import Utility  

Payment  

Yes  

Upgrade utility to Import Utility  

Security  

Yes  

Upgrade utility to Import Utility  

Shipping  

Yes  

Upgrade utility to Import Utility  

Receiving  

No  

None  

Tax  

Yes  

Upgrade utility to Import Utility  

Unit Conversion  

Yes  

Upgrade utility to Import Utility  

Approval  

Yes  

Upgrade utility to Import Utility  

Misc.  

Yes  

Upgrade utility to Import Utility  

Permissions

Permission Rules  

 

Upgrade utility to Import Utility  

Permission Levels  

 

Upgrade utility to Import Utility  

Approval

Approver Matrix  

Yes  

Upgrade utility to Import Utility  

Delegations  

Yes  

Upgrade utility to Import Utility  

Approval Log  

Yes  

Upgrade utility directly to Oracle database  

Process Definitions  

No  

None  

Process Instances and Tasks  

No  

None  


Previous     Contents     Index     Next     
Copyright © 2001 Sun Microsystems, Inc. Some preexisting portions Copyright © 2000 Netscape Communications Corp. All rights reserved.

Last Updated October 08, 2001