BAAN ARCHIVING WORKSHOP CLASS OUTLINE
Archiving Overview Discussion
- Setup archiving tasks
- Discuss common archiving concerns
- Learn how to position with internal users and management
- “Archiving Drivers” - Why do you need to archive?
Record Count Exercise (to determine needed sessions)
- Perform Baan record counts
- Import record counts into archive planning spreadsheet
- Cross list record counts with archiving sessions
Create Archiving Plan for Your Organization
- Review Archive Planning Spreadsheet
- Determine prerequisite sessions
- Time Phase based on "Archiving Drivers"
Setup Archiving Company (or Companies)
- Determine current multi-site and table sharing setup
- Replicate setup in archive companies
- Copy required master data to archive companies
Begin Testing Sessions and Troubleshooting
Investigate and address errors
Load any required patches and correct data issues as time allows
Determine Next Steps Based on Plan and Initail Testing
Formulate a go-forward plan
Schedule follow-up calls with other team members