JDE 9.2: Ndevr 10 Step Upgrade Process

JDE 9.2: Ndevr 10 Step Upgrade Process

Many of Ndevr’s customers are upgrading to Oracle JD Edwards 9.2 to take advantage of the latest tools and product features.  Ndevr is able to provide options and guidance on how to best approach the upgrade to minimise disruption and ensure you get the most out of Oracle JD Edwards 9.2.

Based on our experience, Ndevr has established a straightforward 10-step process for the 9.2 upgrade to assist and support customers in the transition – we’ve highlighted the key parts of this process below.

Step 1 – Define the Scope

Ndevr places an emphasis on understanding customer requirements and the 9.2 upgrade is no exception to this approach.  Depending on your organisation’s requirements, the Ndevr process allows you the flexibility to;

  • Do a straight like for like upgrade
  • Introduce changes and improvements to the current system
  • Review customisations and remove as many as possible
  • Move to a hosted or a full cloud-based solution complete with Managed Services
  • Conduct a hardware review to upgrade or change

Step 2 – Plan the Upgrade

A considered and structured plan sets out the expectations for the upgrade and provides a framework for the implementation with clear action points and responsibilities.  Depending on the scope, planning could include:

  • Architecture and hardware lab
  • Functional labs
  • Retrofit/Customisation labs

Step 3 – Install 9.2

In line with the scope and the plan, the 9.2 environments are installed and the initial migration is performed, ready for initial testing and retrofit.

Step 4 – Retrofit

Once 9.2 is installed, Ndevr will manage the process of retrofitting the custom JDE code to work with the new JDE 9.2 installation.  During the scoping phase, analysis of the number of customisations requiring retrofit will determine the effort involved in this phase. Ndver will utilise various tools to identify modifications within your system (object tracker).

Step 5 – Configuration Changes

Ndevr will configure the system to include any improvements identified in the scope, as well as to include any changes resulting from the retirement of customisations.

In this phase, overall configuration is also checked to ensure it remains in line with current configuration and any interfaces are verified and updated where necessary.

Step 6 – Second Migration

Ndevr will perform a second data migration so that up to date data is available for system testing.

Step 7 – System Testing

Ndevr will run a system test that will include the testing of all interfaces.

Step 8 – User Acceptance Testing & Training

A full test of all the processes is performed to ensure that the new software aligns with business processes and that the system is performing as expected. In addition, any training on new features and functions is performed during this phase.

Step 9 – Trial Go Live

A trial of the go live is performed, including migration, to confirm tasks, timings and resources required and to ensure the go live runs smoothly.

Step 10 – Go Live

Your business goes live with your new and improved JD Edwards 9.2, the project is closed and BAU support takes over.

Then, Your 9.2 Upgrade is Complete!

As always, our experience ensures that you get the right advice and support both in the planning stage and during the upgrade to enable you to take advantage of key 9.2 benefits including;

  • Continuous Delivery
  • Mobility
  • User Experience
  • Orchestrator
  • Interface to IoT
  • Interface with Cloud Applications
  • Reduced Technical Reliance
  • Operational efficiency
  • Support of your digital transformation

Following the successful upgrade, Ndevr recommends a post Upgrade Review at an agreed date to ensure that you, the customer, have achieved all of your planned objectives from the 9.2 upgrade. Most customers develop a “Phase Two Plan” to determine how they will adopt and take advantage of the 9.2 features and benefits.

For more information on 9.2 Upgrade and the Ndevr process please contact:
Tom Devine – Practice Manager – tom.devine@ndevr.com.au
Andrew Janky – Sales Director – andrew.janky@ndevr.com.au