Manufacturing & Distribution

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