Scribd
Upload
143 views

Migration Manual

The document provides guidance on migrating to a new IFS system through three phases: initiation, preparation, and implementation. In the initiation phase, key steps include contacting IFS for pre-engineering, analyzing interfaces, and testing connectivity between servers. The output is an overview of modules to migrate and initial project organization. The preparation phase involves preparing for and executing the pre-engineering session to formalize requirements, finalize the project plan, and get management approval. The implementation phase executes the project plan through training, configuration, data migration, testing, and go-live of the new live IFS system.

Uploaded by

Emeka Nkwocha
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
143 views

Migration Manual

The document provides guidance on migrating to a new IFS system through three phases: initiation, preparation, and implementation. In the initiation phase, key steps include contacting IFS for pre-engineering, analyzing interfaces, and testing connectivity between servers. The output is an overview of modules to migrate and initial project organization. The preparation phase involves preparing for and executing the pre-engineering session to formalize requirements, finalize the project plan, and get management approval. The implementation phase executes the project plan through training, configuration, data migration, testing, and go-live of the new live IFS system.

Uploaded by

Emeka Nkwocha
Copyright
© Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
You are on page 1/ 8

Migration Manual

Initiation Preparation Implementation

Initiation

Preparation

Implementation

Initiation Phase
a. If 1. has Finance, Procurement, Inventory and/or HR: Contact IFS for pre-engineering session for migration (2/3 days, depending on the number of modules) Analyze interfaces local systems with local IFS & assess future need Checklist interfaces Connectivity check a. Test connectivity between Charlotte and Hong Kong server and share results with Global server selection test b. Check connectivity compliancy to IFS requirements. If requirements are not met, share results with Connectivity compliancy test Install project organization Project organization proposal

Details
IT manager to execute initiation phase No cost estimate and no project timeline available yet Time line: 2 weeks Costs: Internal FTE

Output
Overview of modules to be migrated Decision on CMMS to be implemented or not Pre-engineering session(s) planned and contracted Interfaces analyzed Project organization installed Designated server assigned (Hong Kong or Charlotte) Connectivity assessment report with required actions

Initiation

Preparation

Implementation

Preparation
1. Prepare Pre-engineering session a. Read the user manuals on APMT Control Request user id at: b. Read Finance -, HR - and Procurement Solution Definition Documents (SDD) on APMT Control c. Collect local reports d. Collect document layouts 2. Execute pre-engineering session a. Demo b. Impact Terminal in the Box c. Interface requirements d. How to set up IFS accounting rules e. Expectations high level implementation plan f. IFS contribution versus local contribution during project 3. Formalize project plan a. Result IFS pre-engineering b. Master data migration c. Interface requirements d. Connectivity issues 4. Get approval from local management

Details
Project organization to execute preparation phase Open balance data migration Old local IFS data remains on local instance for auditing purposes. If CMMS is also implemented, preparation should be coordinated with CMMS project (Roll Out CMMS.ppt). Time line: 3 weeks Costs: app. 12,000 USD (excl. travel)

Output
Local Solution Definition Document (SDD) Approved and finalized project plan, including ownership per activity Approved and signed service request IFS Overall terminal migration budget (Connectivity charges, local interfaces, (IFS) consultancy costs) Projection CENAPTM charges (Entry fee & Running costs)

Initiation

Preparation

Implementation

Implementation
1. Implement project plan a. Super user training b. Solution implementation i. Order connectivity upgrade if required ii. Application configurations (SDD) iii. Interface lifting (SDD) iv. Data migration (SDD) c. End user training & Customer Solution Test d. Deployment / Cut over e. Go Live

Details
Project organization to execute implementation phase If CMMS is also implemented, implementation of CMMS should be locally coordinated with the migration project (Roll Out CMMS.ppt). Time line: 3 months Costs: To be fine tuned during/after pre-engineering session

Output
Live system

I Checklist IFS Modules


Goal: To have insight and understanding of the dependencies between the IFS application modules. It will help to define the implementation and data migration strategy.
To be migrated/ implemented Module Finance HR Procurement Billing Vessel Available Stand alone Implementation in conjunction with Dependency

Yes Yes No No

Finance Finance

Requires supplier invoice matching Requires purchasing if subcontracted labor is used but requires customer order & invoicing Requires purchasing (although you can do manual receipts or count to increase stock), invoicing of container repair requires Finance.

Billing Container CMMS

No No

Finance Procurement; Finance; HR

Payroll Container Repair

Under developme nt

No

HR; Finance

II - Checklist Interfaces
Description (examples) Needed after migration? Business critical? Frequency One/two update way interface Data format Band width Business owner Business Requirement new situation. Accepted delay None / Minutes / Hours / Days None / Minutes / Hours / Days None / Minutes / Hours / Days None / Minutes / Hours / Days None / Minutes / Hours / Days None / Minutes / Hours / Days None / Minutes / Hours / Days None / Minutes / Hours / Days

Fuelomat

Yes / No

Time & Attendance TOS

Yes / No

Yes / No

Banking

Yes / No

Etc.

Yes / No

Etc.

Yes / No

Etc.

Yes / No

Etc.

Yes / No

III - Global server selection test


Fill out the below form and send it to: with the following questions: 1. Could you perform a network latency test between Hong Kong and terminal or site, please?

IV - Connectivity compliancy test


1. The below tables are recommendations provided by IFS 2. Not meeting those recommendations may result in slower response times. Networking Latency Distance between user and server Hong Kong Charlotte ~ 360 ms

Bandwidth QoS

V - Project Organization Proposal CMMS and Migration

You might also like