Migration Utilities

Version 4.0

TABLE OF CONTENTS:
Migration Utilities Support .......................................................................................................... 4
Installation Instructions............................................................................................................... 4
Setup ......................................................................................................................................... 5
Main Menu ................................................................................................................................. 6
System Administration Menu...................................................................................................... 7
1. System Control Maintenance ................................................................................................. 8
2. Create Save Files .................................................................................................................. 9
3. FTP Save Files to PC............................................................................................................11
4. Lock Master Files ..................................................................................................................13
Data Analysis Tools ..................................................................................................................14
Migration Tools Menu................................................................................................................18
1. Item Merge ............................................................................................................................19
2. Renumber Invalid GL Accounts .............................................................................................24
3. Purge Vendor ........................................................................................................................26
4. Clear Project .........................................................................................................................27
5. Asset Setup...........................................................................................................................28
6. Asset Classification Maintenance ..........................................................................................30
7. Asset GL Profile Maintenance ...............................................................................................32
8. Change Invalid Move In Dates ..............................................................................................33
Logos/400 Tools Menu Financial Management ......................................................................35
Purge GL Transactions .............................................................................................................36
Change/Combine Vendor Numbers ..........................................................................................37
Logos/400 Tools Menu Utility Management ...........................................................................38
1. Change Account Number ......................................................................................................39
2. Change Meter Type/Number .................................................................................................40
Appendix A: ..............................................................................................................................41

Submitted Jobs to Monitor:........................................................................................................41

Appendix B: ..............................................................................................................................43
List of Save Files and Objects Saved ........................................................................................43
Appendix C: Determining the System Name to Use for FTP .....................................................45
Appendix D: Setting up your AS/400 to use FTP .......................................................................47

Migration Utilities Support

For issues related to this installation and the utilities contained in this application, please
contact iSeries Customer Support.
This release will only work for IBM machines at V5R3M0 or higher. If you are at a
release lower than this, please request version 2.0 of this application.

Installation Instructions

Copy FUTIL516.SAVF, NWSMGLIB.SAVF and UpToWin_RUNME.BAT from the ZIP file

and place them on your computer desktop. This can usually be done using a drag and drop
process. NOTE: The BAT file will not run properly if run from within the ZIP file.

Double click the UpToWin_RUNME.BAT found on your computer desktop.

You will be asked for the iSeries Name, User ID, and password:
Enter iSeries Name> Enter the AS/400 name used to FTP
Enter User ID.....> Enter QPGMR
Enter Password....> Enter QPGMR password
Rename NWSMGLIB to> For initial install, just press <ENTER>,
for secondary environments, enter a new library name

The process will run, restoring the libraries NWSMGLIB and FUTIL516 onto the system.
It will produce a LOGS folder and log file on the PC in the location the BAT is run from, If
there is a failure in the ability to FTP and restore the save files, this log will indicate what
that error is, which can be used when contacting New World support.

N O T E
Appendix C details how to locate the iSeries Name. Appendix D details how to configure FTP
on your iSeries.

Setup
There are two different methods you can use to set up the needed library list for the Migration
Utilities application. One way is to create a new dynamic menu option that will give you full
control of the library names to use.

Option 1: Create a new dynamic menu option

Refer to the Application Utilities 3.0 User Guide for instructions

The menu option should contain the following commands, in order. (replacing xx
with any suffix you may use)
CHGLIBL (NWSAULIB QTEMP QGPL)
ADDLIBLE NWSFMLIBxx
ADDLIBLE NWSFXLIBxx
ADDLIBLE NWSFALIBxx
ADDLIBLE NWSARLIBxx
ADDLIBLE NWSRALIBxx
ADDLIBLE NWSIMLIBxx
ADDLIBLE NWSHRLIBxx
ADDLIBLE NWSUTLIBxx
ADDLIBLE NWSPWLIBxx
ADDLIBLE NWSFMFLSxx
ADDLIBLE NWSFXFLSxx
ADDLIBLE NWSFAFLSxx
ADDLIBLE NWSARFLSxx
ADDLIBLE NWSRAFLSxx
ADDLIBLE NWSIMFLSxx
ADDLIBLE NWSHRFLSxx
ADDLIBLE NWSUTFLSxx
ADDLIBLE NWSPWFLSxx
ADDLIBLE NWSUTPTFxx
ADDLIBLE NWSPAPTFxx
ADDLIBLE NWSCHGSxx
ADDLIBLE NWSMGLIBxx
ADDLIBLE FUTIL516
CALL MG9999
CHGLIBL (NWSAULIB QTEMP QGPL)

Option 2: Allow the Migration Utilities application to build your library list

The libraries added will default to the standard naming convention (NWSxxLIB
and NWSxxFLS). If different libraries are needed, use F8 from the Migration
Utilities Main Menu.
After signing on as QPGMR, run the following commands on a command line
CHGLIBL (FUTIL516 NWSMGLIBxx NWSAULIB QTEMP QGPL)
CALL MG9999

Main Menu

The Migration Utilities Main Menu has 4 options

1. System Administration
2. Data Analysis Tools
3. Migration Tools
4. Logos/400 Tools Financial Management
5. Logos/400 Tools Utility Management

System Administration Menu

The System Administration Menu has 4 options

1. System Control Maintenance
2. Create Save Files
3. FTP Save Files to PC
4. Lock Master Files

1. System Control Maintenance

This program is used to setup system-wide values used for the Migration Utilities
application.

Migration Utilities Library

Library name is required
The default is NWSMGLIB

Commodity Levels to Migrate

This fields defines the number of commodity levels that will migrate into
the Logos.Net product
Valid values are 2 or 3
The default is 3

2. Create Save Files

Requirements:
All users must be out of the application being saved (i.e. UT, HR, or FM).
Libraries and/or objects being saved are submitted to the job queue. Depending
on the size of the libraries, and/or objects, these jobs can require system
resources for an extended duration and occupy the job queue for some time. It is
suggested the utility is not run during peak business hours in order to facilitate
minimal interruption to daily business activity.
Output:
Creates a library NWSNETSAV.
If the library exists, it will not be replaced.
Creates save files for the selected application(s).
If the save files exist, they will be deleted and recreated.
Save files will be created in the NWSNETSAV library.
Saves select libraries and/or objects to the applicable save files for the
application(s) entered on the screen.
The following screen will appear.

Enter the appropriate value for the application(s) save files are being created for.
Enter the target release level. If your current IBM release level is below V5R3M0, enter
your current release level. If your current level is higher than V5R4M0, save at the
lowest target release possible. The preferred target release is V5R3M0 or V5R4M0.
Press F14 to override the default libraries that will be saved, the following screen will
appear.

After pressing F20, job(s) will be submitted to create the save files.
See Appendix A for jobs to monitor
Once the jobs have completed, transfer the save files to your PC.
See Appendix B for manual FTP instructions or FTP Save Files to PC to run
through a batch program.
If you stay signed on, a message will display when the last save file completes
and will indicate whether or not the process was successful.

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3. FTP Save Files to PC

There are two different ways to FTP the save files to your PC:
Manually
Through batch process
A list of save files is listed in Appendix B.

To FTP Save Files Manually

Verify submitted jobs complete by executing the WRKSBMJOB command.

Open DOS Prompt

Execute FTP commands from DOS Prompt

o Red text represents values specific to your iSeries.
o Blue text represents an example based on one application
This step must be executed for each save file created.
See the following section for a list of save files created for each
application.
o Green text represents typed values that do not change.
C:\> ftp s12ab34c
User (S12AB34C:none)): qpgmr
Password: password
FTP> quote site namefmt 0
FTP> bin
FTP> get NWSNETSAV/ARSAVF arsavf.savf
FTP> quit
C:\> exit

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To FTP Save Files Through Batch Process

Description:
This program will create a BAT file on your PC that will FTP all the save files.to
your PC

The following screen will appear.

Your system name will default on the screen, verify it is correct

In AS/400 Password, enter the AS/400 password for QPGMR
In Application(s), enter the Application used for creating the save file
In To Location, enter the location on your PC the save files will go to. If the folder does
not exist, it will create it for you.
Leave Auto Close FTP set to Y unless you encounter FTP problems.
Press <F9> for User Settings
Specify whether or not to save the QPGMR password or require it to be entered
each time this process is run.
Enter the location on your PC that can be used to build the BAT file in.
Press <F20> to run the FTP process

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4. Lock Master Files

Description:
This program will lock or unlock users from maintaining several master files
throughout the Logos software.
This should be performed between phase 1 and phase 2 of migration.

Press F20 to toggle the lock state

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Data Analysis Tools

This process allows you to analyze your current data for any issues that may occur when
trying to migrate the information to .NET. It is intended to be run prior to creating and
sending save files to New World Systems.
The main screen provides a list of applications and modules. It will show the last time an
analysis was run and the number of issues found.

Option 1 will analyze the data for the application/module selected. Using F10 will
analyze all applications and modules.

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Option 8 provides a list of all the validations and how many occurrences were found.

Select option 8 to view the issue details.

As in the prior screen shot, some issues are ones where the same change is needed for
multiple detail lines. In this instance, select all the detail lines you wish to change by entering the
proper option beside them. If all detail lines need the same value entered, use F10 to select all.

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Press F20 - every line item selected will be repaired with the same data.

.
Enter the correct value in the field provided. Be careful to make sure the entry is valid as this
screen provides no field validation to ensure it is correct.
Once the correct value is entered, press <ENTER>. A confirmation screen will appear to ensure
you want to make this change. If you do not, press <F3> to return back to the field entry screen.
Once you are sure the entry is correct, enter a Y into the fields and press <ENTER>.

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Once the data change has completed, the list will automatically update to remove those issues
that were fixed as seen below. In the example below, all the remaining employees listed are
women, so you could use F10 to select all of them, then F20 and enter F for the field value.

Some issues offer other methods of locating the details and fixing the issues. In these
instances, multiple options will be available.

Of course, the method of fixing each issue will vary. Some issues may not have a way to directly
fix the issue and may have to be done through the software.
Repeat this process, reviewing and repairing the listed issues. Once done, run the analysis
again on the application/module until all issues have been resolved.
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Migration Tools Menu

The Migration Tools Menu has 8 options

Financial Management
1. Item Merge
2. Renumber Invalid GL Accounts
3. Purge Vendor
4. Clear Project
Asset Management
5. Asset Setup
6. Asset Classification Maintenance
7. Asset GL Profile Maintenance
Utility Management
8. Change Invalid Move In Dates

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1. Item Merge

Description:
This program will allow users to override Account Payable and Purchase Order
item descriptions so that the items can be merged into fewer items.
All items with the same Account/Commodity Code/New Description will get
consolidated into one item during the 400 to .Net migration.
All accounts attached to a new description will be attached to the items
associated accounts in Logos.Net,
The most used account will default as the primary associated account for the
item.
The following window will appear when executing the option for the first time:

F17=Reload from within the program will also bring up this window, allowing you to
refresh the item list (Old Description).

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F18=Import will bring up a window to import new item descriptions.

Enter an account number range to import or leave blank for all.
Specify (Y)es for Use Commodity Description if you would like for the New
Description to be retrieved from the items commodity code.
Specify (Y)es for Use Alternate Description if you would like for the New
Description to be retrieved from the items GL account.
If Use Commodity Description is (N)o and Use Alternate Description is (N)o, or if
neither can be retrieved, the New Description will be retrieved from the items
account.
Specify (Y)es for Listing Only to only produce a report detailing the outcome of
the import.

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F23=Clear All will remove all New Descriptions

2=Change New Description will allow you to enter a New Description for an individual
item.

21

6=Select as Primary will allow you to switch the Primary Associated Account for the New
Description for an individual item.

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F9=Resequence will toggle the sequence between Old Description and New Description.
F23=Clear New will clear all of the New Descriptions.

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2. Renumber Invalid GL Accounts

Description:
This program will allow users to renumber GL Accounts.
This functionality exists in the software already. However, the GL Account must
be an existing one.
Sometimes, GL Accounts are purged or migrated, yet some data files were
missed, leaving orphaned GL accounts in the system.
This process will renumber GL Accounts throughout the entire Logos software.

Type an Old GL Account and a New GL Account to add a record to be renumbered.

Org1 and Base are required.
F4 will prompt for a New GL Account
Press <ENTER> to add the record to be renumbered.

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4=Remove will remove the record to be renumbered.

F14=Submit Renumber will bring up a screen to submit the renumbering process.

10=Library Entry will allow you to enter additional libraries not on your library list to
consider during the renumber.

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3. Purge Vendor

Description:
This program will allow users to purge a Vendor.
This functionality exists in the software already. However, the Vendor must be
an existing one.
Sometimes, Vendors are purged or migrated, yet some data files were missed,
leaving orphaned Vendors in the system.
This process will purge Vendors throughout the entire Logos software.

Enter a vendor Number to be purged.

Specify (Y)es for Listing Only to only produce a report detailing the outcome of the purge
The following conditions must be met in order to purge a vendor:
No open/edit invoices
All invoices must be paid
No 1099 records exist
No purchase order items with statuses other than final or contract
No purchase orders with an active/open status
No active/open contracts
No checks to be reconciled
No change purchase order information
No active bids

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4. Clear Project

Description:
This program will allow users to clear a Project.
Sometimes, Projects are purged or migrated, yet some data files were missed,
leaving orphaned Projects in the system.
This process will clear Project numbers throughout the entire Logos software.

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5. Asset Setup

Description:
This program will allow users to attach classifications to assets that will be
migrated into Logos.Net.

F18=Import will import Capital Asset and Pending Assets into the Asset Setup.
It will also import Asset Classifications and Asset Items.

All Capital Assets will be imported.

All Pending Assets with an asset number assigned will be imported.
For the imported assets, all classification level 1 combinations will be imported as
classifications and assigned to the asset.
For the imported assets, all GL profile classification level 2 combinations will be imported
as items and assigned to the asset.

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2=Change will allow you to change the classification and item assigned to the asset.

F4=Prompt will bring up the Asset Classification Prompt/Maintenance program.

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6. Asset Classification Maintenance

Description:
This program will allow users to maintain asset classifications to be migrated into
Logos.Net.

F6=Add will allow you to add a new classification.

F4=Prompt will prompt for GL profiles.
2=Change will allow you to change an existing classification.

4=Delete will delete an existing classification.

1=Select will select the classification when in prompt mode.

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14=Items will drill into the items associated with that classification.

F6=Add will allow you to add a new item.

2=Change will allow you to change an existing item.

4=Delete will delete an existing item.

1=Select will select the classification/item when in prompt mode.

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7. Asset GL Profile Maintenance

Description:
This program will allow users to maintain asset GL profiles to be migrated into
Logos.Net.

F6=Add will allow you to add a new GL profile.

2=Change will allow you to change an existing GL profile.

4=Delete will delete an existing GL profile.

1=Select will select the GL profile when in prompt mode.

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8. Change Invalid Move In Dates

Description:
This program will allow users to repair move in dates that will result in errors
while migrating to Logos.Net.

2=Change will allow you to change the move in date.

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F17=Create Error Report will create a listing on all of the records in error.

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Logos/400 Tools Menu Financial Management

The Logos/400 Tools Menu Financial Management has 11 options

1. A/P Purge Reconciled Payments
2. A/P Purge Paid Invoices
3. P.O. Period End Purge Processing Menu
4. Rev Acct Purge Receipt Transactions
5. A/R Purge Paid Invoices
6. A/R Purge Inactive Customers
7. Assets Purge Lost/Stolen/Sold/Retired Capital Assets
8. Assets Purge Manager/Location History
9. Purge GL Transactions
10. Purge Vendors
11. Change/Combine Vendor Numbers

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Purge GL Transactions

Description:
This program is part of the base Logos/400 product and is used for purging
historical GL transactions.

It is strongly recommended that you run the Listing Only (Y)es option first and review the
resulting spooled file prior to purging the data.
When you are ready to purge the data, all users should be out of the Logos/400 software.
Because this process will run over the entire Logos/400 suite, it may take a while to
complete.
For the purposes of migrating to Logos.Net, you should always choose the option to Purge
GL Master Files.
If a transaction meets the entered criteria, but has an open contract attached, it will not be
purged. These transactions will be noted in spooled file that is produced when running the
purge process. To get around this, you can temporarily turn off the interface to Contract
Accounting in Financial Management System Control.

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Change/Combine Vendor Numbers

Description:
This program is a hidden program part of the base Logos/400 product and is
used for combining up to five vendors into one vendor.

It is strongly recommended that you run the Listing Only (Y)es option first and review the
resulting spooled file prior to combining vendors.
When you are ready to combine vendors, all users should be out of the Logos/400 software.
Because this process will run over the entire Logos/400 suite, it may take a while to
complete.

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Logos/400 Tools Menu Utility Management

The Logos/400 Tools Menu Financial Management has 2 options

1. Change Account Number
2. Change Meter Type/Number

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1. Change Account Number

Description:
This program is a hidden program part of the base Logos/400 product and is
used to change account numbers.

When you are ready to change account number, all users should be out of the Logos/400
software.
Because this process will run over the entire Logos/400 suite, it may take a while to
complete.

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2. Change Meter Type/Number

Description:
This program is a hidden program part of the base Logos/400 product and is
used to change meter type/number.

When you are ready to change meter type/number, all users should be out of the Logos/400
software.

Because this process will run over the entire Logos/400 suite, it may take a while to complete.

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Appendix A:
Submitted Jobs to Monitor:

UT (Utility Billing):
o UTSAVLIB
SAVLIB for NWSUTFLS (or overridden UT library)
o PWSAVLIB
SAVLIB for NWSPWFLS (or overridden PW library)
Only submits when library exists
o RPAYSAVOBJ
SAVOBJ for RARPAY
Only submits when NWSRAFLS (or overridden RA library) exists
HR (Human Resources)
o HRSAVLIB
SAVLIB for NWSHRFLS (or overridden HR library)
HR/FM (Human Resources / Financial Management)
o HRSAVLIB
SAVLIB for NWSHRFLS (or overridden HR library)
o FMSAVLIB
SAVLIB for NWSFMFLS (or overridden FM library)
o ARSAVLIB
SAVLIB for NWSARFLS (or overridden AR library)
Only submits when NWSARFLS (or overridden AR library) exists
o FASAVLIB
SAVLIB for NWSFAFLS (or overridden FA library)
Only submits when NWSFAFLS (or overridden FA library) exists
o IMSAVLIB
SAVLIB for NWSIMFLS (or overridden IM library)
Only submits when NWSIMFLS (or overridden IM library) exists
o FXSAVLIB
SAVLIB for NWSFXFLS (or overridden FX library)
o RASAVLIB
SAVLIB for NWSRAFLS (or overridden RA library)
Only submits when NWSRAFLS (or overridden RA library) exists

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FM (Financial Management)
o FMSAVLIB
SAVLIB for NWSFMFLS (or overridden FM library)
o HROSAVOBJ
SAVOBJ for PREMST, PRDMST, and PRSDMS
o ARSAVLIB
SAVLIB for NWSARFLS (or overridden AR library)
Only submits when NWSARFLS (or overridden AR library) exists
o FASAVLIB
SAVLIB for NWSFAFLS (or overridden FA library)
Only submits when NWSFAFLS (or overridden FA library) exists
o IMSAVLIB
SAVLIB for NWSIMFLS (or overridden IM library)
Only submits when NWSIMFLS (or overridden IM library) exists
o FXSAVLIB
SAVLIB for NWSFXFLS (or overridden FX library)
o RASAVLIB
SAVLIB for NWSRAFLS (or overridden RA library)
Only submits when NWSRAFLS (or overridden RA library) exists

MG (Migration Utilities)
o MGSAVLIB
SAVLIB for NWSMGLIB (or overridden MG library)

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Appendix B:
List of Save Files and Objects Saved
UT (Utility Billing):
UTSAVF
o NWSUTFLS (or overridden UT library) is saved to this file
PWSAVF
o Only created if NWSPWFLS (or overridden PW library) exists
o NWSPWFLS (or overridden PW library) is saved to this file
RAPSAVF
o Only created if NWSRAFLS (or overridden RA library) exists
o RARPAY from NWSRAFLS (or overridden RA library) is saved to this file
HR (Human Resources)
HRSAVF
o NWSHRLFS (or overridden HR library) is saved to this file
HR / FM (Human Resource / Financial Management)
FMSAVF
o NWSFMFLS (or overridden FM library) is saved to this file
HRSAVF
o NWSHRFLS (or overridden HR library) is saved to this file
ARSAVF
o NWSARFLS (or overridden AR library) is saved to this file
o Only created if NWSARFLS (or overridden AR library) exists
FASAVF
o NWSFAFLS (or overridden FA library) is saved to this file
o Only created if NWSFAFLS (or overridden FA library) exists
IMSAVF
o NWSIMFLS (or overridden IM library) is saved to this file
o Only created NWSIMFLS (or overridden IM library) exists
FXSAVF
o NWSFXFLS (or overridden FX library) is saved to this file
RASAVF
o NWSRAFLS (or overridden RA library) is saved to this file
o Only created if NWSRAFLS (or overridden RA library) exists

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FM (Financial Management)
FMSAVF
o NWSFMFLS (or overridden FM library) is saved to this file
HROSAVF
o Only created if NWSHRFLS (or overridden HR library) exists
o PREMST, PRDMST, and PRSDMS are saved to this file
ARSAVF
o NWSARFLS (or overridden AR library) is saved to this file
o Only created if NWSARFLS (or overridden AR library) exists
FASAVF
o NWSFAFLS (or overridden FA library) is saved to this file
o Only created if NWSFAFLS (or overridden FA library) exists
IMSAVF
o NWSIMFLS (or overridden IM library) is saved to this file
o Only created NWSIMFLS (or overridden IM library) exists
FXSAVF
o NWSFXFLS (or overridden FX library) is saved to this file
RASAVF
o NWSRAFLS (or overridden RA library) is saved to this file
o Only created if NWSRAFLS (or overridden RA library) exists
MG (Migration Utilities)
MGSAVF
o NWSMGLIB (or override MG library) is saved to this file

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Appendix C: Determining the System Name to Use for FTP

Determining the System Name/IP Address via Client Access
Open an AS/400 session on your PC through Client Access. At the top of the window, select
Communication >> Configure

If the Menu Bar is not available, click on the PC icon in the upper left corner of the window (as
shown below) and select Show Menu-Bar.

The Configure screen that appears will contain the System Name or IP Address.

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Determining the System Name/IP Address via the AS/400

To retrieve the iSeries System Name and IP Address, sign on as QPGMR and enter the
following command:
CFGTCP <Enter>
Select Option 1, Work with TCP/IP Interfaces.
The Internet address with the line description of ETHLINE is the IP address. The System Name
can be found in the upper right hand corner of the screen that displays System:

N O T E
Firewall port restrictions can limit the connection to the AS/400. In your firewall, make sure that
default port 21 is open.

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Appendix D: Setting up your AS/400 to use FTP

Step 1 - Configuring the FTP server
Before you can access your 400 via FTP, you must ensure that the FTP server is configured
and running. The Change FTP Attribute (CHGFTPA) command is used to display and, if
necessary, change your FTP server configuration.
To configure the FTP server, sign onto the AS/400 as QPGMR and type the following
command:
CHGFTPA <F4>
Below is an example of the screen options available under this command your settings may
not match the example shown. Use settings appropriate to your environment.

Step 2 - Starting the FTP server and setting it up to access the system properly
To use FTP, the AS/400 must have the FTP server active. You can verify if your FTP server is
running by viewing active jobs that start with QTFTP. Using the command WRKACTJOB
JOB(QTFTP*) will display, if active, the jobs running for the FTP server.
To start the FTP server, sign onto the AS/400 as QPGMR and enter the following commands:
STRTCPSVR SERVER(*FTP) <Enter>
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Step 3 - Ending the FTP Server

After the solution is applied, you may want to end the FTP server if you have performance or
security considerations. This step is optional. If run, you will be required to restart the FTP
server when another solution is applied via FTP.
To end the FTP server, sign onto the AS/400 as QPGMR and enter the following command:
ENDTCPSVR SERVER(*FTP) <Enter>

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