1. UpgradingExpert Imaging
 ChangesforExpertImaging in8.0 SP1 HF01
 Pre-requisites
 General Upgrade Process
 IdentifyingStandardandCustomExpertImagingPieces
 Pre-requisites
Changesfor Expert Imaging in 8.0 SP1 HF01
 Database Column: _QI_ID > EI_ID
 ExpertFormsUpdatedto Use StandardFieldsandButtons
 ExpertImagingStoredProceduresandViewsUpdated
ReviewPre-reqs
 Must currentlybe on ExpertImagingATG7.9.0
 Must be at leastat Expert8.0 SP1 HF01
 Clientmachinesnowrequire .net4.0(whichwill alreadybe inplace forExpert)
General Upgrade Process
Customizationdesign: Editstoredproceduresandviews.
 IdentifyexistingExpertImage infrastructure –standardmodules, customizations,custom
modules,forms,reports,inquiries, scheduled tasks, .CMDfiles,documentbroker,barcode rules,
etc.
 Install the newExpertImagingdatabase andfiles
 Usinginformationfromyourscan of the existingExpertImage,determine whathasbeen
customizedanddecide whethertobringthose customizationsforward
 Migrate data from olddatabase to new database
o Update ExpertEI_ID withQI_ID
o Copyall links – img_headersandimg_files
 Configure newExpertImaging
 Test
IdentifyExpertImaging Infrastructure
StandardModules - Thisdocumentassumesonlytwoof the mostcommonmodules:
 APChecks
 APInvoices
Tip to findyourmodules: LaunchExpertImagingandsee whatmodulesappearinthe leftpane.
CustomModules – ATG wrote custommodulesforsome clientsandthose will notbe includedinthe
standardExpertImaginginstall.

2. Customizations –ExpertImaginghasan API,whichmaysupportcustomapplications.
Expertforms,inquiries,reports –Searchthe definitioncolumninSQLforformsand viewstosee which
recordsinclude _QI_IDas a start.
Scheduledtasks –Checkthe machine that processesyourExpertImagingbatchjobstosee what is
scheduled,andwhich.CMDor .BAT filesare pulled.
.CMD files – reviewthose .CMD/.BATfilestosee whatisbeingdone inthem.
DocumentBroker– If BrowserBillingisusedwithExpertImaging,there'sadocumentbrokerinBrowser
Administrationtoreview.
Barcode Rules – Checkthe TiffStackerjobstosee whatrules are inplace for barcodes. Specifically –the
Mask settingonthe Barcode tab.
Install Expert Imaging
 Update CMS_Option.Option_Datawithstandardmodule
 Run the MSI – getnewdatabase and new Appsdirectorystructure
 Create DBR Role
 Logins
o AddExpertUsers w/Logmaint(if intendedtouse stdbarcode validation)
 Barcodesin ExpertappshitEI DB withCMS Name
o AddnetworkuserswithSQL
 EI apps hitExpertDB withnetworkname
 Update CMS.INIwithpath to ExpertImagingapps
o [EIPath]
o Apppath="servernameExpertImagingApps"
Determine WhatHas BeenCustomized
 Compare original storedproceduresand views withthe new ones.
o If the equivalentof rowlevel securityimplemented,thenthiswill have tobe addressed
o Columnsaddedtothe search grids/filters.
 ReviewExpertcustomforms –may still have the oldATG fieldsandbuttonsonthem
 Reviewthe barcode setup –min/max andprefixes
Expert Imaging Table Changes from ATG 7.9.0 to Expert 8.0.1.1
 IMG_BARCODES - addedcolumnstosupportOmniloader
Expert Table Changes from ATG 7.9.0 to Expert 8.0.1.1
Module Table ATG Used: Expert uses:

3. AP Checks APT_CHECK _QI_ID EI_ID
AP Invoices APT_INVOICE _QI_ID EI_ID
Stored Procedure Changesfrom ATG 7.9.0 to Expert8.0.1.1
Img_ValidateBarcodeField wasaddedtothe ExpertImagingdatabase foruse invalidatingthe standard
EI_ID fieldsthatwere added.
Note: Users whoneedtoenterbarcodeswill needtobe grantedaccessto ExpertImagingdatabase.
Logmainthas beenenhancedtosupportthis.
Otherstoredprocedure changesare specifictothe change fromthe custom_QI_ID columnto the
standardEI_ID column:
Feature/Module Stored Procedures
Bursting EIBurst_ApInv, EIBurst_GetTranUno, EIBurst_UpdateImageFiles
Web Img_getImageByKey2
Loader Loader_CMSApInv, Loader_CMSApInv_Burst, Loader_CMSApInv_QuickCheck,
Loader_CMSCashReceipts
Menus Menu_CMSMoveBarcodeCR, Menu_CMSUpdateBarcodeAP, Menu_CMSUpdateBarcodeCheckReq
Menu_CMSUpdateBarcodeCR
Modules Module_CMSApDisb,Module_CMSApGL, Module_CMSApInv, Module_CMSBills,
Module_CMSCashReceiptDeposit, Module_CMSCashReceipts, Module_CMSCheckReqs,
Module_CMSChecks, Module_CMSExpense, Module_CMSHubClient, Module_CMSHubEmployee,
Module_CMSHubVendor, Module_CMSJE
OmniLoader OmniLoad_GetImageType, Loader_CMSChecks_OmniLoad (new), Loader_CMSJE_OmniLoad (new),
Loader_CMSPreBills_OmniLoad (new), Loader_CMSPreBillsProfile_OmniLoad (new)
ViewChangesfrom ATG 7.9.0 to Expert 8.0.1.1
Some viewswere updatedtoreflectchange from_QI_IDto EI_ID:
 CMSApDisb
 CMSApGl
 CMSApGl_Secure
 CMSApInv
Configure
 Setup ConfigEditandIniEdit fileswiththe rightdbinformation
 Setup loaderjobs
 Checkon the schedulerjobstomake sure theyare pointedproperlyandthe CMD filesare set
up to pull fromthe rightplaces.
 Possible toruninparallel
If EIWeb wasin use,itwill have tobe upgradedas well.

4. ATG applicationchanges
Most of the ATG applicationsremainintact. Omni Loaderisthe one applicationthatwill needahigher
testingpriority. The underlyingstoredprocedure(s) thatvalidate the imageshasbeenchanged.