About This Document


The BuyerXpert 4.1 Upgrade Guide contains information and recommendations on how a BuyerXpert 3.x customer should migrate data to BuyerXpert 4.x.

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Note	Instructions for upgrading from BuyerXpert 4.1 SP1 to SP3 and from SP 2 to SP3 are contained in the BuyerXpert 4.1 SP3 Release Notes.

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This preface contains the following sections:

• Audience

• What's in This Document

• Documentation Conventions

• The Document Online

• How to Use the Online Help

• Related Documentation

• Product Support

Audience

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The audience for this document is anyone who plans or implements the upgrade, whether it be a professional services team, or a BuyerXpert customer team. The upgrade team members should have experience working with the following:

• Multi-hosted systems

• Web servers, directory servers, and application servers

• UNIX operating system

• Oracle and LDAP databases

• TCP/IP communications

• Open Buying on the Internet (OBI)

• Internet browsers

• BuyerXpert Import Utility (see the BuyerXpert Administrator's Guide chapter about the Import utility)

What's in This Document

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The following table summarizes what each chapter covers.

Table 1    Chapter Summary

If you want to know about this	See this chapter
Description of the contents of this guide; listing of documentation set; information on product support	"About This Document"
Overview of the upgrade process and a description of the Upgrade utility.	Chapter 1 "Overview of the Upgrade Process"
Planning to migrate data from BuyerXpert 3.x to BuyerXpert 4.x; establishing an upgrade team; writing an upgrade plan.	Chapter 2 "Planning the Upgrade"
Instructions for using the Upgrade utility to automate the data migration.	Chapter 3 "Using the Upgrade Utility to Automate Data Migration"
Instructions for completing the data migration after using the Upgrade Utility	Chapter 4 "Completing the Upgrade"
Instructions for migrating data from BuyerXpert4.0 to BuyerXpert 4.1 or higher.	Appendix A "Upgrading from BuyerXpert 4.0 to 4.1

Documentation Conventions

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This document uses the following conventions:

• The monospace font is used for sample code and code listings, Application Program Interface (API) and language elements (such as method names and property names), file names, path names, directory names, Hypertext Markup Language (HTML) tags, and any text that must be typed on the screen.

• The italic font is used in code to represent placeholder parameters (variables) that should be replaced with an actual value.

• Brackets ([]) are used to enclose optional parameters.

• A slash (/) is used to separate directories in a path. (Windows NT supports both the slash and the backslash.)

The Document Online

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For an overview of BuyerXpert 3.x to BuyerXpert 4.0 changes, refer to the BuyerXpert 4.0 Release Notes.

The Upgrade utility and an electronic version of these notes are available at:

http://docs.iplanet.com/docs/manuals/

How to Use the Online Help

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When using BuyerXpert, you can click Help in any window to open a page that explains the fields and components of that window. You can then navigate to other parts of Help using the Help table of contents and index.

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Note	To view the full Help table of contents listing, you may need to make your browser window larger.

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Because Help is viewed in a browser window, you can use the naviagational tools of the browser as well as the navigational tools within Help. For example, you can use browser commands to print, find information, and copy and paste.

Related Documentation

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The BuyerXpert documentation set includes:

• Release Notes—Contains important information on the current release of BuyerXpert. Read this document before working with the new BuyerXpert release.

• Administrator's Guide—Provides reference information and instructions on administering a fully-installed BuyerXpert system.

• Concepts—Describes the over-all functionality of BuyerXpert. Read this document if you are unfamiliar with BuyerXpert.

• Installation Guide—Provides instructions for installing the BuyerXpert product and its enabling software.

• Upgrade Guide—Provides guidelines and instructions for upgrading an existing BuyerXpert system, including migrating existing data and configurations.

• Admin interface Help—Provides guidelines and instructions for using the graphical administrative interface to administer BuyerXpert.

• User interface Help—Provides guidelines and instructions for performing the procurement tasks of BuyerXpert.

• Catalog interface Help—Provides guidelines and instructions for managing catalogs.

The following documentation contains additional information relevant to using this BuyerXpert document:

• Actuate documentation

• ECXpert Administration Guide

• ECXpert Operations Reference Manual

• iPlanet Market Maker Catalog Import Guide

Documentation for all iPlanet products can be found at the following web site:

http://docs.iplanet.com/docs/manuals/

Product Support

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If you have problems with your BuyerXpert system, contact iPlanet customer support using one of the following mechanisms:

• iPlanet online support web site at:

  http://www.iplanet.com/support/online/

  From this location, the CaseTracker and CaseView tools are available for logging problems.

• The telephone dispatch number associated with your maintenance contract

So that the technical support staff can best assist you in resolving problems, please have the following information available when you contact support:

• Description of the problem, including the situation where the problem occurs and its impact on your operation

• Machine type, operating system version, and product version, including any patches and other software that might be affecting the problem

• Detailed steps on the methods you have used to reproduce the problem

• Any error logs or core dumps