Upgrade Guide for K3 WISE innovation management plat V12.1.doc

Upgrade Guide for K/3 WISE innovation management platform V12.1Table of ContentsPreface3Overview41Environment Configuration51.1Running Environment of Client51.2Running Environment of App Server61.3Running Environment of HR/Web Server71.4Running Environment of Database Server72Upgrade Strategy102.1Historical Versions102.2Multilingual Edition113Upgrade Preparation123.1Data Preparation123.2Environment Preparation124Upgrade Steps144.1Data Backup144.1.1Backup A/C Set144.1.2Backup Configuration File154.2Software Installation164.2.1Uninstall Existing Version164.2.2Check Environment174.2.3Apply License194.2.4Run Installation214.3A/C Set Upgrade264.3.1Login to A/C Set Management264.3.2Upgrade Existing A/C Set274.3.3Data Upgrade Strategy and Upgrade275Notes305.1Secondary Development of HR305.2Consolidated report326FAQ337Help and Support43 43 PrefaceThis documentation provides the following information on how to upgrade K/3 to WISE innovation management platform V12.1 to customers who plan to upgrade their products or upgraded already, including upgrade preparation, upgrade steps, influences of new and improved functions, and FAQ analysis and solutions. This documentation is applicable to users who plan to upgrade Kingdee K/3 from V9.X, V10.X, V11.0, Ultimate V12.0 or Standard V12.0 to WISE innovation management platform V12.1.With the official release of WISE innovation management platform V12.1, Kingdee has brought more advanced management ideas to small and medium sized enterprises, especially to manufacturing enterprises, thus helping users to create higher value. Based on the industry-leading Kingdee BOS platform, the WISE innovation management platform V12.1 breaks management restrictions of traditional ERP, helping you realize personalized management objectives in financial accounting, finance management, supply chain management, plan management, production management, enterprise performance, customer relationship management, vendor relationship management, human resources management and business intelligence, in order to establish a complete enterprise management system.Note: This documentation is only used for a guide, and should not be considered as any kind of agreement signed with Kingdee. This documentation only contains information of K/3 established policies, product and functions, any person should not require Kingdee to fulfill such obligations as commercial clauses, product strategy and product development as per this documentation. The contents in this documentation are subject to change without prior notice. Kingdee assumes no responsibilities for any possible errors or omissions in this documentation. OverviewThis document covers the descriptions of the software and hardware environment required to upgrade to the WISE innovation management platform V12.1 for K/3 vision, the old versions which are supported to upgrade, and the issues that you would face in the upgrade process, as well as provides the users who are ready to upgrade their system with technical guidance.1 Environment Configuration1.1 Running Environment of ClientFor the client environment of Kingdee K/3 WISE innovation management platform V12.1, please refer to the following table.ComponentsRequirementsProcessor Type:Pentium 4 Compatible CPU or faster At least: Coro solo 1.7GHz, double core 1.0GHzRecommended: Double core 2.0GHz or fasterMemoryPhysical memory:At least: 512MBRecommended: 1.0GB or largerHard disk spaceSpace:At least: 4GB free spaceRecommended: 8GB free spaceInternetInternet status:Speed: 100MbpsDelay: 20ms (based on data packet testing of 1024 bytes)Packet loss: 0.1% (based on data packet testing of 1024 bytes)Operating SystemOSs supporting K/3 client:Windows XP Professional SP2/SP3Windows XP Professional 64-bit x 64 SP2Windows Vista Ultimate/Enterprise/Business SP1Windows Vista Ultimate/Enterprise/Business 64-bit x 64 SP1Windows 7 Home Basic/Home Premium/Professional/Ultimate Windows 7 Home Basic/ Home Premium/Professional/Ultimate 64-bit Windows Server 2003 Standard/Enterprise/DataCenter SP1/SP2 Windows Server 2003 Standard/Enterprise/DataCenter 64-bit x 64 SP1/SP2 Windows 2000 Professional/Server/Advanced Server/DataCenter Server SP4 For other operating systems, we do not provide supports officially. K/3 client may run on these systems but without strict testing, or may not run on them. Web browserWeb browsers support K/3 HR/CRM/SRM/Portal:Microsoft Internet Explorer 6.0 SP1/SP2 - 32-bit Microsoft Internet Explorer 7.0 - 32-bit Only HR/CRM/SRM/Portal and other Web client need to apply the Web browser. K/3 GUI client need not.For other Web browsers, we do not provide supports officially. K/3 HR/Web client may run on these browsers but without strict testing or may not run on them. NoteBecause the highest vision of browser K/3 HR/CRM/Portal supports is Microsoft Internet Explorer 7.0, but the default vision of browser the Windows 7 supports is 8.0, therefore, Windows7 series does not support the use of K/3 HR/CRM/Portal.NoteSupport Windows Server 2003 R2, too. Windows Server 2003 R2 is an expansion pack of Windows Server 2003. They are compatible.NoteIt is not recommended to use Windows 2000, which MSDTC efficiency is low to reduce the performance of K/3. NoteIf you select 64-bit OS as the HR/Web client, please use the built-in 32-bit IE to visit the K/3 HR/Web site. All 64-bit Windows have built in two sets of Internet Explorer with 32-bit and 64-bit. It is default to apply the one with 32-bit.1.2 Running Environment of App ServerFor the environment on application server of Kingdee K/3 WISE innovation management platform V12.1, please refer to the following table.ComponentsRequirementsProcessorType:Intel Xeon or AMD OpteronSpeed:At least: 1.6GHzRecommended: 2.4GHz or fasterTotal cores:At least: 2 coresRecommended: 4 cores (less than 200 concurrent users)8 cores (between 200 to 400 concurrent users)For users more than 400, please use more application server. The same as below. MemoryPhysical memory:At least: 1GBRecommended: 2GB (less than 200 concurrent users) 4GB (between 200 to 400 concurrent users)Hard disk spaceType:SCSI or faster enterprise-type storage. It is recommended to set as RAID1 or RAID5.Space:At least: 10GB free spaceRecommended: 20GB free spaceInternetInternet status:Speed: 100Mbps. It is recommended to link with database in 1000MbpsDelay: 20ms (based on data packet testing of 1024 bytes)Packet loss: 0.1% (based on data packet testing of 1024 bytes)Operating SystemOSs supporting K/3 application server:Windows Server 2003 Standard/Enterprise/DataCenter SP1/SP2 Windows Server 2003 Standard/Enterprise/DataCenter 64-bit x 64 SP1/SP2 Windows Server 2008 Standard/Enterprise/DataCenter Windows Server 2008 Standard/Enterprise/DataCenter 64-bit x 64 Windows 2000 Server/Advanced Server/DataCenter Server SP4 For other operating systems, we do not provide supports officially. K/3 application server may run on these systems but without strict testing, or may not run on them. Please see Note for running K/3 application server in virtual machine.NoteSupport Windows Server 2003 R2, too. Windows Server 2003 R2 is an expansion pack of Windows Server 2003. They are compatible.NoteOnly support to the complete installation of Windows Server 2008. Do not support the server core installation.Note It is not recommended to use Windows 2000, which MSDTC efficiency is low to reduce the performance of K/3.NoteThe encryption service of application server does not support to run in virtual machine (such as VMware and Virtual PC). The encryption service runs as demo in the virtual machine. It does not support to import License file. But other components of application server can run normally in the virtual machine.1.3 Running Environment of HR/Web ServerFor the environment on HR/Web server of Kingdee K/3 WISE innovation management platform V12.1, please refer to the following table.ComponentsRequirementsProcessorType:Intel Xeon or AMD OpteronSpeed:At least:1.6GHzRecommended:2.4GHz or fasterTotal cores:At least: 2 coresRecommended: 8 coresMemoryPhysical memory:At least: 1GBRecommended: 4GBHard disk spaceType:SCSI or faster enterprise-type storage. It is recommended to set as RAID1 or RAID5.Space:At least: 10GB free spaceRecommended: 20GB free spaceInternetInternet status: Speed: It is recommended to link with the application server in 1000Mbps Delay: 20ms (based on data packet testing of 1024 bytes)Packet loss: 0.1% (based on data packet testing of 1024 bytes)Operating SystemOSs supporting K/3 HR/Web server: Windows Server 2003 Standard/Enterprise/DataCenter SP1/SP2 Windows Server 2003 Standard/Enterprise/DataCenter 64-bit x 64 SP1/SP2 Windows Server 2008 Standard/Enterprise/DataCenter Windows Server 2008 Standard/Enterprise/DataCenter 64-bit x 64 Windows 2000 Server/Advanced Server/DataCenter Server SP4 For other operating systems, we do not provide supports officially. K/3 HR/Web server may run on these systems but without strict testing, or may not run on them. Please see Note for separately deploying K/3 portal server and application server.Note Support Windows Server 2003 R2, too. Windows Server 2003 R2 is an expansion pack of Windows Server 2003. They are compatible. NoteOnly support to the complete installation of Windows Server 2008. Do not support the server core installation.NoteIt is not recommended to use Windows 2000, which MSDTC efficiency is low to reduce the performance of K/3.NoteIf K/3 portal server applies different PC with application server, it is required they must be set AD trust relation (they are in a same domain or in trusted domains). It does not support trust mode of work group. There is no such requirement for other K/3 Web servers.1.4 Running Environment of Database ServerFor the environment on database server of Kingdee K/3 WISE innovation management platform V12.1, please refer to the following table.ComponentsRequirementsProcessorType:Intel Xeon, AMD Opteron or Intel Itanium 2Speed:At least: 1.6GHz (for Itanium processor, 1.4GHz)Recommended: 2.4GHz or faster ( for Itanium processor, 1.6GHz)Total cores:At least: 2 coresRecommended: 4 cores (less than 100 concurrent users or less than 10GB database entity) 8 cores (between 100 to 200 concurrent users or between 10 to 20GB database entity) 16 cores (between 200 to 400 concurrent users or between 20 to 40GB database entity)MemoryPhysical memory:At least: 2GBRecommended: 4GB (less than 100 concurrent users or less than 10GB database entity)8GB (between 100 to 200 concurrent users or between 10 to 20GB database entity)16GB (between 200 to 400 concurrent users or between 20 to 40GB database entity)Hard disk spaceType:SCSI or faster enterprise-type storage. It is recommended to set as RAID10, and to built at least two LUN to keep the production database and temporary database (TempDB)Space:At least: 10GB free spaceRecommended: 50GB or more free spaceInternetInternet status:Speed: It is recommended to link with the application server in 1000Mbps Delay: 20ms (based on data packet testing of 1024 bytes)Packet loss: 0.1% (based on data packet testing of 1024 bytes)Operating SystemOSs supporting K/3 database server:Windows Server 2003 Standard/Enterprise/DataCenter SP1/SP2 Windows Server 2003 Standard/Enterprise/DataCenter 64-bit x 64 SP1/SP2 Windows Server 2003 Enterprise/DataCenter 64-bit IA64 SP1/SP2 Windows Server 2008 Standard/Enterprise/DataCenter Windows Server 2008 Standard/Enterprise/DataCenter 64-bit x64 Windows Server 2008 Enterprise/DataCenter 64-bit IA64 Windows 2000 Server/Advanced Server/DataCenter Server SP4 Windows 2000 Advanced Server/DataCenter Server 64-bit IA64 SP4 For other operating systems, we do not provide supports officially. K/3 database server may run on these systems but without strict testing, or may not run on them.Database engineDatabase engines supporting K/3 database server:SQL Server 2005 Standard/Enterprise SP3SQL Server 2005 Standard/Enterprise 64-bit x 64 SP3SQL Server 2005 Enterprise 64-bit IA64 SP3 SQL Server 2008 Standard/EnterpriseSQL Server 2008 Standard/Enterprise 64-bit x 64SQL Server 2008 Enterprise 64-bit IA64 SQL Server 2000 Standard/Enterprise SP4 SQL Server 2000 Enterprise 64-bit IA64 SP4 For other database engines, we do not provide supports officially. K/3 database server may run on these engines but without strict testing, or may not run on them. See Note for deployment of K/3 database server in environment of non Chinese simplifiedSee Note for deployment in environment of K/3 (business intelligence) + SQL Server 2008Note Support Windows Server 2003 R2, too. Windows Server 2003 R2 is an expansion pack of Windows Server 2003. They are compatible.Note Database server of 64-bit IA64 architecture does not support the installation of service components temporarily. So when you link to such kind of database server, you cannot add, backup and restore A/C set in A/C Set Management, but other functions are normal. The service components of database are not mandatory for K/3 system and it does not run depending on K/3 excepts for the three functions above mentioned. There is no any limit for database server of 64-bit x64 architecture. You can install the service components to it. Note Only support to the complete installation of Windows Server 2008. Do not support the server core installation.Note It is not recommended to use Windows 2000, which MSDTC efficiency is low to reduce the performance of K/3.Note It is not recommended to use SQL Server 2000 standard, but SQL Server 2000 enterprise. The standard version only supports 2GB physical memory at most, which reduces the performance of K/3. But the enterprise version has no any limit, so it is recommended. Note If you want to install SQL Server in the environment of non Chinese simplified, please set Collation to Chinese_PRC_CI_AS (CI means case insensitive, AS means accent sensitive). Otherwise K/3 database server cannot run normally. For SQL Server 2005/2008, it is default to set the collation during the installation. For SQL Server 2000, you need select custom installation to set the collation. The collation cannot be modified after the installation, so please set it correctly. Note If you want to apply K/3 and if the database engine is SQL Server 2008, please install Backward Compatibility Components for the database server. It is part of SQL Server 2008 Features Pack, here is the links to from Microsoft Official Website: x86 Chinese simplified: /fwlink/?LinkId=123702&clcid=0x804x64 Chinese simplified: /fwlink/?LinkId=123703&clcid=0x804IA64 Chinese simplified: /fwlink/?LinkId=123704&clcid=0x8042 Upgrade Strategy2.1 Historical VersionsUltimate K/3 V12.0 and Standard K/3 V12.0 and earlier versions can be upgraded to WISE innovation management platform V12.1. For details, please refer to the following table.Product NameVersionSupport Upgrading to WISE V12.1 (Y/N)RemarksK/3 WISE innovation management platformV9.0V9.3.1Upgrade to V9.4.1 first, and then upgrade to WISE V12.1For versions earlier than V9.4, HR A/C set must be upgraded to V9.4 first, and then upgrade to WISE V12.1V9.4V12.0YFor versions earlier than V10.0, and HR A/C set has applied functions of employee photos and attachments, then the product should be upgraded to V10.0 to handle employees photos and attachments first, and then upgrade to WISE V12.1.Please upgrade the K/3 Express V12.0 and V12.1 products by using the Migration tool.Basic editionNK/3 industryFinance edition (including banking, security, and trust), Auto edition, and Foreign Trade editionNReal Estate Costing, GMPYWEB productsNThe latest version is V10.1. CITRIX can be applied instead.Business logisticsYBased on the particularity of commercial A/C set, before official upgrade, the branch should test the upgrade, and should be filing in the customer center and R&D center of HQ.GSPNThe latest version is V10.3. Accounting centerNThe latest version is V10.1.Administrative institutionNK/3 OAV10.3 (B/S) and earlier versionsNThe latest version is V10.3.Note: Since integrating industrial and commercial functions in V10.2, supply chain functions have been changed a lot, especially for business logistics users, and realization modes of functions have been greatly changed. If the version of your commercial A/C set is earlier than V10.2, before upgrade, it is strongly recommended you to know all functions and features of the new version, and evaluate the upgrade risks correctly.2.2 Multilingual EditionK/3 WISE innovation management platform V12.1 also supports upgrade of Tradition Chinese edition and English edition.K/3 V10.1, V10.2SP2, V10.3SP2, V11.0.1 (V10.4 does not support Traditional Chinese and English), K/3 Standard V12.0 and Ultimate V12.0 can be upgraded to WISE innovation management platform V12.1. For details, please refer to the following table.Product NameVersionSupport Upgrading to WISE V12.1 (Y/N)RemarksK/3 WISE innovation management platformV10.1, V10.2SP2, V10.3SP2, V11.0.1, Ultimate V12.0, Standard V12.0YV10.4 does not support multilingualBasic editionNK/3 industryFinance edition (includin