Finish Day Finish Date Sorting Process Details Owner Special Notes

Index
ART: Jason
Friday 2/12/2016 1 Client sign-off of this document Located here: GoLive Cutover
WCI: Christine

This will be satisfied by written

Western completion of train-the-trainer for confirmation of completion by the client ART: Jason & lead testers
Friday 2/12/2016 2 go-live purposes project manager.
Security admin training will occur post go- WCI: Christine
live

Full PROD infrastructure in place with all ART: Jason

Monday 2/15/2016 3 To be confirmed with Concerto
applicable AX installations WCI: Kevin

ART: Randy, Ismael, Scott,

Friday 2/19/2016 4 Completion of all testing and all severity 1 Constantin,
This will be satisfied by testing completion and sign-off by theBrian,
client.Brad
All test scripts are in a “passed testing" status: Functional Test ScriptsAll functi
and 2 defects resolved from testing WCI: Alper, Tim, Kingsley, Jens

Tuesday 2/23/2016 5 FINAL CODE FREEZE

Finalize Microsoft Dynamics AX 2012 ART: Jason

Wednesday 2/24/2016 6 solution setup in STAGE Client sign-off of all configuration validation checklists in the STAGE environment. Checklists are located here: CONFIGURATION SIGN-OFF SCRIPTS
WCI: Christine

Note: will need PROD

Wednesday 2/24/2016 7 Validation Data Masons in STAGE <List steps here> environment for DM
Client sign-off of all data migration in STAGE
Wednesday 2/24/2016 8 Perform STAGE validation for final data per data migration plan located here:
ART: Jason
migration WCI: Christine
PROCESS AND OWNER TABLE SIGNOFFS
End user training (for go-live purposes) This will be satisfied by written/email ART: Jason
Wednesday 2/24/2016 9
completed by client in the TEST environment notification of completion by the client WCI: Christine
Thursday 2/25/2016 10 Pre Go-live data migration Static data WCI: Arush

All AX environments are taken offline for All environments taken offline 6PM PST. ART: Jason
Friday 2/26/2016 11 Artissimo users No user transactions from this point WCI: Kevin
forward.
Friday 2/26/2016 12 Create backup copies of the Microsoft
Dynamics solution databases, if applicable Backup: DEV, TEST, STAGE ART: Jason
WCI: Kevin
ART: Jason
Friday 2/26/2016 13 Prep AX environments for go-live At go-live should have: WCI: Kevin, full functional team
ART: Jason
Friday 2/26/2016 14 Prep AX environments for go-live PROD WCI: Kevin, full functional team
ART: Jason
Friday 2/26/2016 15 Prep AX environments for go-live TEST (populated with copy of PROD)
WCI: Kevin, full functional team

Friday 2/26/2016 16 Prep AX environments for go-live DEV (populated with copy of PROD) ART: Jason
WCI: Kevin, full functional team
ART: Jason
Friday 2/26/2016 17 Prep AX environments for go-live WCI confirm all configs in STAGE WCI: Kevin, full functional team
ART: Jason
Friday 2/26/2016 18 Prep AX environments for go-live WCI confirm all code moved to STAGE WCI: Kevin, full functional team

Friday 2/26/2016 19 Prep AX environments for go-live WCI confirm all security setups in STAGE ART: Jason
WCI: Kevin, full functional team
ART: Jason
Friday 2/26/2016 20 Prep AX environments for go-live WCI confirm all data migration in STAGE
WCI: Kevin, full functional team
ART: Jason
Friday 2/26/2016 21 Prep AX environments for go-live All trial balance data through Dec 31st
WCI: Kevin, full functional team

Friday 2/26/2016 22 Prep AX environments for go-live WCI confirm all integrations in STAGE ART: Jason
WCI: Kevin, full functional team
Data Masons with WCI, confirm views in ART: Jason
Friday 2/26/2016 23 Prep AX environments for go-live STAGE WCI: Kevin, full functional team
Friday 2/26/2016 24 Data Masons cutover steps <enter steps> ART: Jason

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Index

Check the version id's set in the setup

log table for discrepancies between the
source and destination environments. ART: Jason
Friday 2/26/2016 25 Convert STAGE to PROD, begin 10PM PST If differences are found, make sure the WCI: Kevin
proper checklist(s) have been executed
in the source environment

Change the server id references in the

Friday 2/26/2016 26 Convert STAGE to PROD, begin 10PM PST batch server group and configuration ART: Jason
WCI: Kevin
data

Change the server reference in the ART: Jason

Friday 2/26/2016 27 Convert STAGE to PROD, begin 10PM PST server configuration data to match the WCI: Kevin
destination server id
Change the server id in the batch job ART: Jason
Friday 2/26/2016 28 Convert STAGE to PROD, begin 10PM PST
list WCI: Kevin
ART: Jason
Friday 2/26/2016 29 Convert STAGE to PROD, begin 10PM PST Remove the client session records
WCI: Kevin
Update the business intelligence server
references, including the SSRS instance ART: Jason
Friday 2/26/2016 30 Convert STAGE to PROD, begin 10PM PST name, and URLs of the report manager WCI: Kevin
and report service

Update the global configuration to ART: Jason

Friday 2/26/2016 31 Convert STAGE to PROD, begin 10PM PST reference the destination server, in WCI: Kevin
place of the source server.

Friday 2/26/2016 32 Convert STAGE to PROD, begin 10PM PST Change the URL assigned to the help ART: Jason
service for the destination system WCI: Kevin
Remove the source Enterprise Portal
reference and add the reference ART: Jason
Friday 2/26/2016 33 Convert STAGE to PROD, begin 10PM PST designated for use with the destination WCI: Kevin
system

Update or add the management ART: Jason

Friday 2/26/2016 34 Convert STAGE to PROD, begin 10PM PST reporter URL that exists in the ledger WCI: Kevin
parameters data

Friday 2/26/2016 35 Convert STAGE to PROD, begin 10PM PST Update the document archive folder ART: Jason
WCI: Kevin

Saturday 2/27/2016 36 Complete configurations in PROD

Begin 12noon PST - must end by 4PM PST
WCI leads to confirm with Artissimo leads WCI: Functional Team
via WCI-facilitated GTM

Manually following documented

process
Automatically using custom tools and ART: Jason
Saturday 2/27/2016 37 Complete data migration to PROD
Begin 4PM PST import files WCI: Arush
Automatically using 3rd party solutions
WCI leads to confirm w/ Artissimo leads
via WCI-facilitated GTM as needed

Sunday 2/28/2016 38 Complete user setup in PROD AX <Link to user list> ART: Jason
WCI: Kevin/Arush

Ensure that Browser settings have been ART: Jason

Sunday 2/28/2016 39 correctly set (URL in trusted sites, correct IE WCI: Kevin
security settings, correct IE general settings) Concerto: Daril

ART: Jason
Monday 2/29/2016 40 Validation of setups in PROD Client sign-off of all configuration validation checklists in the PROD environment. Checklists are located here: CONFIGURATION SIGN-OFF SCRIPTS
WCI: Christine

ART: Jason
Monday 2/29/2016 41 Validation of data migration to PROD Client sign-off of all data migration in PROD per data migration plan located here: PROCESS AND OWNER TABLE SIGNOFFS
WCI: Christine

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Index

Deploy client: Terminal Server Remote ART: Jason

Monday 2/29/2016 41 Application WCI: Kevin

Monday 2/29/2016 42 Deploy client: RDS ART: Jason

WCI: Kevin

Monday 2/29/2016 43 Deploy client: Other <Specify> ART: Jason

WCI: Kevin

Monday 2/29/2016 44 Confirm that required client components

have been delivered to all users
ART: Jason
WCI: Kevin
Ensure RDS components deployed to local ART: Jason
Monday 2/29/2016 45 machines WCI: Kevin
Validate new system financial reports from
Monday 2/29/2016 46 AX 2012 against legacy system reports

Other <Specify>
HR (workers)
GL TB by month
Monday 2/29/2016 47 Verify other applicable data in the AX2012: AR balances and aging
AP balances
Open PO's
Open Prod Orders
Open Transfer Orders

Monday 2/29/2016 48 Go/No-Go ART: Jason Not applicable for "soft" go-live
Support escalation process and defect This will be satisfied by client sign-off the ART: Jason
Tuesday 3/1/2016 49 tracking / resolution process documented
and agreed for Dec 30-Feb 15 Operations post go-live support Operations phase WCI: Christine Will be moved to later in March
Phase plan located here: <Enter Link>

Tuesday 3/1/2016 50 Any optimizations from load testing applied This will be satisfied by client IT sign-off
to PROD environment after testing is conducted and evaluated
ART: Jason
WCI: Kevin Will be moved to later in March

Tuesday 3/1/2016 51 Release system to Artissimo users User-wide email with official launch ART: Jason
instructions/announcement

52 Service Level Agreement defined and signed This will be satisfied by the support
ART: Jason
Tuesday 3/1/2016 Will be moved to later in March
off contract between the client and Western WCI: Christine

This will be satisfied by the support

53 Support
team have been trained on the AX contract terms between the client and ART: Jason
Friday 3/11/2016 solution Western that goes into effect after WCI: Christine
Operations phase is complete

Access to the legacy system (TriForce) will

be shut off at 12:00 PM PST (noon) on
Friday, March 26 for all activities except NOT APPLICABLE FOR "SOFT" GO-
Saturday 3/26/2016 54 Legacy system cut-off month-end close. If by chance any ART: Jason LIVE
transactional data is entered into the Triforce will continue to be the
system of record for March.
Legacy System after that point, it will not
be brought forward to the new system.

This will be satisfied by written ART: Jason

Thursday 3/31/2016 55 Completion of Operations phase confirmation of completion by the client WCI: Christine

Print Legacy Financial Reports to be used

financial close in legacy systems to for post-migration reconciliation.
TBD TBD 56 Complete <List reports here. For example, Trial ART: Scott
provide ending Jan, Feb, March balances Balance, Aged AR, Aged AP, Inventory
Valuation, etc.>

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