Infor EAM 11.x to HxGN EAM 12 Upgrade Checklist
A practical checklist for on-premises customers moving from Infor EAM 11.x to HxGN EAM 12, the release line Hexagon has developed since acquiring Infor EAM in 2021. It covers inventory, compatibility, integrations, data tests, users and cutover.
0 of 40 items complete
9 critical items still open - these are the highest-risk gaps.
1. Inventory the current EAM 11.x system
2. Compatibility with HxGN EAM 12
3. Integrations and APIs
4. Data and test
5. Users and training
6. Cutover and after go-live
Critical items are the ones that most often cause rollbacks or lost data. Do not set a cutover date until every critical item is ticked on a full rehearsal in the test environment.
Get your EAM upgrade inventory reviewed
Send us your list of customisations, reports and interfaces and we will flag the ones most likely to break on HxGN EAM 12 and how to test them.
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How to use it
Work through the groups in order. The inventory in group 1 drives everything else: every customisation, report and interface you list becomes a test case in group 4. Tick items as you complete them and export the list to Excel or PDF for the project file. Most of the effort in an EAM upgrade is not the upgrade scripts but retesting customisations and integrations, so do not skip the interface list. Run the full sequence at least once in a test copy of production before you set a cutover date.
- Assign an owner to each critical item.
- Keep before and after record counts in the project file as evidence.
What changed with Hexagon
Hexagon acquired the Infor EAM business in 2021 and continues the product as HxGN EAM, with documentation now published on the Hexagon documentation site rather than Infor's. For on-premises customers the database schema still uses the R5 tables, so most SQL, Dataspies and reports carry over, but support, downloads, licences and release notes now come from Hexagon. Check which entity your support contract is with before planning, and use the HxGN EAM 12 installation and upgrade guides for your target release rather than older Infor EAM guides.
Integrations and the REST API
HxGN EAM offers REST web services documented with Swagger (OpenAPI) on the EAM server, alongside the older SOAP web services many 11.x interfaces use. Do not rewrite working SOAP interfaces during the upgrade; test them first, then move to REST as a separate project. REST calls carry header parameters such as tenant and organization, which multi-organization sites must set correctly or receive empty or rejected responses. ION and Data Lake integrations should be retested with real work order, equipment and part changes, including extracts that rely on last saved timestamps such as EVT_LASTSAVED.
Data checks that catch real problems
Record counts for R5EVENTS, R5OBJECTS, R5PARTS, R5STOCK and R5TRANSACTIONS before and after the test upgrade are a cheap first gate. Then compare stock by store and part, because stores issues are where users notice errors first. Generate PM work orders from a known schedule on both versions and compare the results. Run every custom report and Flex SQL rule, since these break most often when columns or screens change. Keep the failed list short and fixed before the production run.
Frequently Asked Questions
Was Infor EAM sold to Hexagon?
Yes. Hexagon acquired Infor's EAM business in 2021. The product continues as HxGN EAM, and new releases, documentation and support for it come from Hexagon. Existing Infor EAM installations keep the same core data model.
Why does Infor EAM say the browser is incompatible?
Older EAM releases check the browser and its compatibility mode. The message usually appears when users run an unsupported browser version or Internet Explorer compatibility settings. Check the supported browser list for your exact release and remove compatibility mode settings pushed by group policy.
Does HxGN EAM have a REST API?
Yes. HxGN EAM provides REST web services documented with Swagger on the application server, in addition to SOAP web services. Requests include header parameters such as tenant and organization. Check the REST web services guide for your release for available resources and authentication.
How long does an EAM 11 to 12 upgrade take?
It depends mostly on customisations and interfaces, not on database size. A site with few interfaces may finish test and production runs in weeks; a multi-site installation with many Flex SQL rules, reports and ION integrations often needs a few months including test cycles.
If you want an AI assistant over your upgraded HxGN EAM data that runs on your own servers, we can scope it alongside the upgrade.
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