Infor XA Release 7 Transform your XA system

Infor XA Release 7 Transform your XA system with powerful new tools Ruth Pharr, Technical Consulting Manager ruth. pharr@cistech. net Mike Taylor, VP Sales mike. taylor@cistech. net

Agenda 1. 2. 3. 4. 5. 6. What is XA Release 7? What are the improvements? Is Release 7 ready for You? Migration Planning Operational Considerations Summary

What is XA Release 7? Legacy Architecture Java Architecture Infrastructure NETWORK i. Series Application Server Web Server Custom Definition Server Database DB 2/400 server i. Series HTML Server XML Server

What is XA Release 7? Java Architecture Infrastructure NETWORK Web Data Base

What is XA Release 7? Java Architecture User Interface

What is XA Release 7? Powerful Functional Enhancements. . now and in the future

Agenda 1. What is XA Release 7? 2. What are the improvements? 3. 4. 5. 6. Is Release 7 ready for You? Migration Planning Operational Considerations Summary

Implement at your own pace Integrator CSM System. Link OBPM EPDM Net. Link PM R 6 7 Browser ‘Smalltalk’ Java Release 67 Green Screen MM

What are the improvements? 1. Easy Access to Information improves decision making 2. Improved Application Functionality 3. Tailor XA to meet your specific needs 1. Significant enhancements in Integrator 4. Significantly enhanced IT Tools 1. Enable Connectivity and collaboration beyond your walls

Easy Access to Information • Quick change • User definition favorites • Graph cards • Express customization • Compound cards • Logical field tip text • Presentation schemes • Change templates • Subset tip text • Code files delete • Cascading subsets • Auto logoff • Power expand • Auto key generation • URL & e-Mail buttons • Open action • Attachment count • Workspaces • Column statistics

Highlight Exception Items

Graph Cards • • Graph data on a card – Pie charts, bar charts, stacked bar… Multiple fields, multiple records Drill down to supporting data Customize subsets, sorts, max number

Compound Cards

Column Totals and Statistics

Quick Change

All Available over the Internet

Proactive Notification with Alerts (Ent Int) • Via e-mail, phone or system message • Can also run a program ERP PO P 012345 for $11, 283. 19 needs approval

Publish & Subscribe • Let the system notify you – You say when – You say how • Let’s show an example – Notify me when a PO amount exceeds $10, 000 – Via e-mail and cell phone

Define the event • Like a subset • Some new features – Before – After – Difference – % Difference

Flexible notification • Notify users – E-mail or cell phone • ‘Notify’ a program – RPG, XML or transaction

Notify via cell phone PO P 012345 for $11, 283. 19 needs approval • Call this cell phone • Display this message

2. Improved Application Functionality • R 7 Essentials is the platform for enhancing core applications (EPDM, PM, IFM, etc) • R 7 is the platform for integration to Infor Extensions • See April 10 course, R 7 for End Users, for more details

Cost Simulation Object

Costed Indented Bill of Material Cost elements Summary costs

Purchase Requests • New object on main browser • Ties together requisitions – Like a header – Handle requisitions as a group – Makes entering and tracking requisitions easier Purchase Request Buyer: John Doe Whs: Atlanta Priority: 1 Contract: 123 REQ ITEM QTY DATE 1 2 3 4 5 123 A 2546 5938 2019 3876 10 44 48 14 87 Apr 1 Apr 8 Apr 1 Apr 6

Purchase Requests From the requisitions Overall status All/Some/None

PO Variance Define ‘Standard’… Comparison cards

IFM – Functions in process • Phase I – “Establishment” – All table maintenance • Entities, divisions, ledgers, withholding tables… – 45% of menu options • Phase II – “Transactions” – Journal entries – Cash receipts – AR Invoices – AP Invoices • Phase III – “The rest”

Infor Integration-Enterprise Software Bus XA Infor ERP SW PO ASN Infor PO 1 App EAM Infor PO 2 App ESB • Enable functions once to interact with the bus • May now interact with any other application enabled for the bus – – – Let App 1 = Supply. WEB Let App 2 = EAM Both can use PO’s in the ERP system Infor App 3

Supply. WEB: Electronic Comm w/Suppliers Multiple Procurement Methodologies: Scheduled Releases Ship Schedules Discrete Purchases One Way e. Kanban Pull Signals Supplier Managed Inventory (SMI)

3. Tailor XA to meet your specific needs Purchased Manufactured

Develop Applications with Integrator • A development environment for the client architecture • A way to integrate non-MAPICS applications or functions

What can you do with it? • Add features to MAPICS objects • Create new objects • Integrate with other applications • Put other applications into the MAPICS architecture • Expand security options • Manage user definitions & preferences

Application Integration: Quality System • SQL Server tables • Two quality tests for an item – Stress test – Heat test • Two files – Detail file • Trial date, time, user, result – Summary file • Test, # trials, minimum, max, avg

Display SQL Server • Views, subsets, sorts • Full navigation • Navigation history • Workbenches • Code files • Graph cards • Compound cards • Attachments • Column functions

Navigate to SQL Server table

Navigate to SQL Server table • Navigate from i. Series objects to external objects • Native menus automatically reflect new choices • Consistent UI across platforms • Acts like one system to the user

See outside data from within an object • Show data in context • Cards can be external data sources • Drill-down capability across platforms Now that’s integration!

R 7 Integrator – Technical Benefits 1. User Exit Code Generation - reduces development costs and schedules 2. Mass Program Actions – deliver easy-to-use applications to your users 3. Import/Export individual objects - Manage customizations across environments 4. User Preference Administration – provide and manage a consistent interface for your users 5. Integrator Projects and Maintenance History – manage and track your Integrator activities

R 7 Enterprise Integrator Features • • • Objects in Net-Link & System-Link Security features More databases Advanced features Web services Publish & Subscribe

Enterprise Integrator-Security layers • Object/field assumes everything authorized • Deployment Profile assumes nothing authorized UI What the user chooses to see Deployment Profile What is presented to the user Object security Database What user is authorized to All objects and attributes

Release Transparency! • This is a big deal! • You plan to be with your ERP system for a long time • A long time = lots of custom project Everything you customize is “transparent” to the release. • Customized software but not modified • No source code changes • At release time, changes are brought forward and reapplied

4. Connectivity and Collaboration IT Tools are enhanced significantly at R 7 – Net Link – System Link – Integrator-Enterprise Integrator • Link business processes outside your 4 walls • Integrate multiple systems • Integrate multiple platforms • Leverage desktop applications

Net-Link • Web inquiry and maintenance over all client architecture applications • Access from anywhere – MAPICS User ID – Whatever additional security you want • Zero-install on user PC – Must have IE 5. 5 or higher

Same objects & functions as Power-Link Customer Service Finance Receivables Payables Ledger Engineering Item Revisions Bills of Material Routings Processes Customers Shipments Contracts Invoices CO’s Containers Materials Warehouses Locations Receiving Procurement Requisitions Vendors Buyers PO’s Production Schedules Operations Facilities Planners MO’s

All Available over the Internet

Power. Link – List window

Net Link – List window

System-Link • Program interface tool to MAPICS • XML inquiry and maintenance over all client architecture apps installed • Conceptually like offline load – Much more advanced architecture • Create your own UI (web pages) • Non-UI applications (system-to-system)

System-Link • Provides access to the almost 300 Power. Link objects using XML • Honors security • Applies business rules and edits • Includes the Simulator • With Enterprise Integrator access custom/other objects

System Link XML Integration with your web site MAPICS XA XML Request XML Response XSL Apply style sheet A D A P T E R Auth CAS Security Read Data Base Inq Edit Rules Result Update

We give you the XML 1. Display the target view or card in Browser 2. Menu option to get XML – Correct syntax – Includes login – Intelligence – Attributes on cards • Lists cards, too

Define required data Get the System-Link request for this item. • Item = 1000 • Card file = Item master

…and if you remove a field from a card it will automatically disappear from the XML results

Integrate XA with your web page…

Integrate with Desktop applications

Agenda 1. What is XA Release 7? 2. What are the improvements? 3. Is Release 7 ready for You? 4. Migration Planning 5. Operational Considerations 6. Summary

Is Release 7 Ready for You? R 7 is implemented on a large scale in large companies – Polaris, hundreds of users, multiple sites – Vestas, hundreds of users, multiple sites, multiple countries

Is Release 7 Ready for You? R 7 is implemented on a large scale in mid-sized companies “XA R 7 has provided an integrated business solution for our company. Information flows seamlessly, and via Power. Link, users are able to quickly access real-time information to make business decisions and respond to issues quickly. It has enabled an improvement of our business processes, and is the backbone of running our business. ” VP Finance, industrial equipment manufacturer “XA R 7 is a tremendous tool for our business. Users are now able to access key information, without the need for specialized queries and reporting help from IT. The ability and ease of which our people can locate up-to-date data, and export to Excel is extremely valuable. ” IT Manager, electronics manufacturer

Is Release 7 Ready for You? R 7 is implemented on a large scale in mid-sized companies “Finding vital production information, such as customer order and manufacturing order status, is five times faster with XA R 7. Once you move to this toolset, you would never want to function without it. ” Production Control Manager, Ind Equipment Manufacturer “ The workbench capability in XA R 7 allows us to analyze material and purchase requirements exactly how we want to see them. This type of analysis previously required sometimes hours of digging, but is now easily seen on one screen – without having to go to multiple places in the system!” Materials Manager, Ind Equip Mfr “We were sold by the ease with which you can customize the Power. Link user interface. The ability to quickly and easily add custom data files with relationships to XA data, and have those files immediately available in the Power. Link interface is extremely powerful” IT manager, Wire manufacturer

Agenda 1. What is XA Release 7? 2. What are the improvements? 3. Is Release 7 ready for You? 4. Migration Planning 5. Operational Considerations 6. Summary

Define your Vision Office Single user interface W S XML Other System WS HTML XML Customize User Infor XA JDBC Quality Departmental System (SQL Server)

Migration Planning Integrator CSM System. Link OBPM EPDM Net. Link PM R 7 Java R 7 Green Screen MM

Migration Planning Same as R 6…. . 1. 2. 3. 4. 5. Planning and Preparation Initial Install and Test Migration Integration, Tuning and User Training Final Migration and Go-Live Post-Migration Support Plus….

Migration Planning Create custom R 7 checklist based on your path • CISTECH’s template Excel Worksheet * • Update with latest information from Infor documentation • Assign responsibilities and target dates • Manage your implementation effort • Download at XA User Community Site *Not intended to be used as a complete step-by-step guide

Planning and Preparation IT Skills • General OS/400 Administration and Operations including PTF ordering and application • TCP configuration • IFS Structure • Netserver • Websphere (if applicable) • i. Series Navigator

Planning and Preparation

Planning and Preparation • i. Series – Current Performance – CSM • Network – Switches vs hubs (100 mb) – Remote Locations • Clients – Memory (256+ free) – Processor – Disk Response time depends on your network and PC configuration more than ever

Planning and Preparation Infor and your affiliate will work with you to verify that your machine will handle new requirements for Java applications (Power Architecture) • Collect performance data • Use capacity planning tools to determine if hardware upgrades are recommended • Perform upgrades in advance Customers who approach R 7 implementation this way achieve better results.

Planning and Preparation i. Series Configuration Requirements for Java Architecture • Domain Entry for host to participate on the network • Host Table Entry for identifying the host • Configure Netserver to view IFS directories

Planning and Preparation Network Configuration Requirements • Domain Name Services (DNS) • Must be able to ping using host names: • From i. Series to the PC • From PC to i. Series • Create a share to MAPICS directory in the IFS

Planning and Preparation i. Series IFS Environment • Folders created in IFS when you run environment initialization \hostnamerootMAPICSAMALIBx (x=application designator) • Contain Java applications (. jar files) • Client configuration stored here • Fixes for clients are placed in IFS for download and applying to clients at login

Planning and Preparation Link. Manager • Manages Java Servers – Power Link – Net Link – System Link • Use Link Manager console to – – Move services to auxiliary servers Start/Stop Environments Install latest Java PTFs SH 14777 includes Link Manager User Guide

Planning and Preparation Auxiliary Servers: • Improve performance and relieve the workload on the AS/400 resources • Possibly eliminate the need to upgrade § provided the machine is not already at capacity § Not going from green screen to browser and R 7 at the same time • Net Link and System Link a must

Planning and Preparation Select desired machine to run the process

Planning and Preparation Install Powerlink Install Java Runtime Environment • • • Java Runtime 1. 4. 2 is required Installed only once per PC Navigate to URL for Link. Manager or Power. Link installation (in next slides) 1. Click on Java Runtime Environment 1. 4. 2 in the Title to begin installation 2. Follow prompts and accept certificates

Planning and Preparation Install Power. Link Click

Agenda 1. 2. 3. 4. What is XA Release 7? What are the improvements? Is Release 7 ready for You? Migration Planning 5. Operational Considerations 6. Summary

Operational Considerations XA Java Architecture Basics • Global Environment – Manages Java connections for all environments – 2 Jobs run under QUSRWRK • MPXMGRSRV • MPXREGSRV – Must be started before you can start Environment Java U-job • Will automatically start with the first environment U-job • U-jobs will delay for start of Global Environment – PSICTLJVS Command can be used to start jobs • Scheduled job or part of after commands in i. SO backup job • SH 14910 – Instructions for Controlling Java Servers

Apply PTFs for Java Architecture • XA Server PTF process has not changed • SH 14855 – R 7 Client Updates – Download and place in AFDWEB folder – Use command in cover letter to restore to IFS RST DEV('/QSYS. LIB/QGPL. LIB/SH 14855670. FILE') OBJ(('/MAPICS/fixes')) • Apply using Link Manager • Clients will be updated automatically the next time they connect

Performance Tuning in R 7 • Custom subsets and views may cause performance degradation – Complex joins between files – Choosing fields from multiple files – Temporary indexes have to be generated by client job • Create Logical Files to service these custom data base requests • How do you know what files, fields, keys are needed? – SQL Viewer – i. Series Navigator SQL ….

Performance Tuning in R 7 Performance Analysis and Tuning – XA diagnostic tools • CTL + D from summary screen – i. Series Navigator • SQL Performance Monitors – – – Execute an SQL statement Analyze Results List Explainable Statements Visual Explain Build the index

Performance Tuning in R 7 CTL+D from the Summary info screen

Performance Tuning in R 7 SQL Monitor allows you to see SQL statements

Performance Tuning in R 7 Select All jobs or specific jobs by job number or user

Performance Tuning in R 7 Sort by processing time

Performance Tuning in R 7

Performance Tuning in R 7 The index advisor will display the file and key fields identified

Agenda 1. 2. 3. 4. 5. What is XA Release 7? What are the improvements? Is Release 7 ready for You? Migration Planning Operational Considerations 6. Summary

Why go to Release 7? One platform for total enterprise integration Thin Client Excel Office Web Site W S XML Other System Custom System (SQL Server) WS HTML XML Customize User Infor XA JDBC Quality

Summary-Why go to XA 7? 1. 2. 3. 4. 5. 6. My Infrastructure is now ‘nimble’ My ‘Enterprise’ is now connected Information is now available My processes are more streamlined My users are more productive Roadblocks (quality, performance) have been removed

Questions or comments? Thank you!!