Taking Inventory for Your System

To ensure you take accurate inventory:

  1. Create a preliminary upgrade questionnaire that includes all configuration elements of your enterprise system.
  2. Inventory the following:
    • Customizations, extensions, and modifications
    • Localizations
    • Interfaces, APIs, and integrations
    • Third-party products
    • Hardware
    • Software releases and patches, including operating system, database, and P6 EPPM applications
  3. Copy the current versions and store them for technical change management control.

Related Topics

Upgrade Best Practices

Determining Your Upgrade Path

Treating Your Upgrade Activity as a Formal Company Project

Using an Appropriate Change Management Strategy

Building an Upgrade Team with Broad and Complementary Skills

Utilizing Peer and Oracle Resources

Deciding When to Change or Add Business Processes

Managing Issues

Preparing the Organization

Ensuring the Quality of Your Data

Preparing a Go-Live Checklist

Understanding and Mitigating Project Risks

Evaluating Your Architecture

Calculating New Hardware Sizing

Identifying Custom Code and Scripting

Adhering to Current Tested Configurations Requirements

Implementing the Current P6 EPPM Release and Patches

Minimizing Application Data to Upgrade

Testing a Copy of the Production Database

Leveraging Existing Test Scripts and Plans

Performing Index Management

Training End Users on the New Solution


Last Published Tuesday, December 12, 2023