Setting Up an Upgrade Plan for the Production Environment

Your goal should be to set up a plan similar to the plan used to upgrade the other environments. However, note that some exceptions might be given in this task. Remember that production should be the only environment being upgraded at this time because upgrading other environments at the same time increases downtime.

To set up an upgrade plan for the production environment, perform the all the normal tasks associated with an initial installation with differences as listed in this table:

Task	Difference
Entering a Plan Description	Press OK to enter the plan information manually.
Entering Location Information	Click Select to enter location information for an existing Location. On the next resulting dialog, select the Location and click OK.
Entering Deployment Server Information	Click Select to enter deployment server information for an existing Deployment Server if you are not changing servers.
Entering Enterprise Server Information	Click Select to if you are not changing servers. If you are changing servers, click Add your add a new server.
Entering Enterprise Server Data Source Information	Select the default value, and verify the data sources if you are adding a new Enterprise Server into your plan.
Defining Machine\Server Types	Keep all of these options turned off. These machines are defined in the initial installation plan.
Entering Shared Data Source Information	If you are using recommendations, accept the default values; otherwise, you should modify to fit your specific installation values.
Setting Up Environments	Turn on the options for Default Environments Data Load and Advanced Options.
Selecting an Environment	Select the pathcode that you want installed on the Deployment Server from the Deployment Server disk (for missing environments on this form).
Specifying Environment Data Load Parameters	Enable the Load Production Data option, and click OK.
Verifying Advanced Parameters	Select the following: Upgrade Environment. PD7333 or PD7334 as Previous Environment. Check Table Conversions. Clear Specification Merge. Enable Control Table Merge if you need to bring over specific control tables.
Setting Up Environment Data Sources	Click OK for manual set up if you want to set up data sources except for these: Control Tables - Prod, Versions - PD920, Central Objects - PD920,Business Data - PROD.
Adding a Remote Location	Skip this section.

After you run the Installation Planner with these settings, click OK at the congratulations screen to obtain a report. Review each section of the Planner Validation report and check for any of these potential error conditions:

• Duplicate Entry is the result of conversions that have run previously on Data Dictionary and System Tables. You can safely disregard these duplicate entries.

• Source and Target data source entries must be identical, and all must read as Business Data - PROD. You should remove conversions for the Central Objects or System data sources if they are present.

• Control Table Merge displays the control tables you have chosen to run. The remaining Control Table merges are for Solution Explorer, UDCs, and other Control Tables.