Cloud Compatibility Assessment
CloudSuite Industrial restricts certain on-premise capabilities: direct SQL access to the database, custom stored procedures that modify base tables, server-level configuration changes, and third-party software installed on the application server. Assess every customization, integration, and operational practice against CSI's supported capabilities. Customizations using supported extension points, event handlers, IDO methods, form personalizations, and REST APIs, typically migrate cleanly.
- Audit all direct SQL operations: custom stored procedures, database triggers, and scheduled SQL jobs
- Identify integrations relying on direct database connections that must migrate to REST API or ION patterns
- Review server-level configurations (IIS, Mongoose, SQL Server) that Infor manages in cloud, document alternatives
- Map each customization to a CSI-supported extension pattern: events, IDO methods, personalizations, or APIs
Remediation and Cloud-Ready Preparation
Cloud readiness remediation converts unsupported customization patterns to cloud-compatible approaches. Direct SQL becomes IDO method calls. NET IDO extensions.
File system integrations shift to cloud storage APIs. Server-level batch scheduling migrates to the CSI task scheduler. This remediation work can and should be done while still running on-premise, allowing you to validate compatibility before committing to the cloud migration.
- Refactor stored procedure logic into IDO extension methods that execute within the supported Mongoose runtime
- Convert file-based integrations to REST API or ION-based patterns compatible with cloud infrastructure
- Migrate batch job scheduling from OS-level schedulers (Windows Task Scheduler) to the CSI task scheduler
- Validate all remediated customizations on-premise first to separate remediation issues from migration issues
Migration Execution and Stabilization
The actual migration involves provisioning the CSI cloud environment, migrating the database, deploying customizations and configurations, reconfiguring integrations for cloud endpoints, and validating all business processes. Plan for a maintenance window of 24-48 hours for the production cutover. Post-migration stabilization typically requires 30-60 days of enhanced monitoring and support as users adapt to the cloud environment and any behavioral differences are identified and resolved.
- Provision the CSI environment and validate infrastructure connectivity for all users and integration partners
- Execute database migration following Infor's prescribed process with pre- and post-migration validation scripts
- Reconfigure all integrations with cloud API endpoints, updated authentication, and cloud-compatible file exchange
- Plan 30-60 days of hypercare with daily check-ins, issue tracking, and rapid response to post-migration findings
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QAD Adaptive ERP Migration Readiness Assessment
Ten scored questions on customizations, integrations, data, reports and people to show how ready a QAD EE site is for Adaptive ERP.
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