Selecting options for data conversions

Convert MP2 data while uploading the data into EAM.

Infor strongly recommends a system administrator or highly-skilled employee with a significant understanding of the data being converted execute the data conversion process.

Infor recommends the following criteria is met prior to running the conversion process to ensure a successful conversion:


Criteria	Description
Set up organizations	Set up organizations in Infor EAM prior to conversion, which will allow the user to decide which data users should be able to share across multiple organizations, e.g, common codes, or if data should only be available to specific organizations. Setting up organizations in Infor EAM prior to conversion will also allow the data to be split into separate and distinct groups geared towards different geographical locations or sites that do not share transactional data. Within organizations, set up to differentiate between departments or work groups; those groups can share certain data elements that help standardize how data displays, but cannot share transactional data.
Set up one user with organization rights	Set up one user in the system as an R5 (system administrator) with organizational rights which will allow the user to view the data after conversion.
Set up work order priorities (optional)	Work order priorities in Infor EAM are displayed differently than in MP2. Examine work order priority functionality in Infor EAM prior to setting up or converting data. Set up work order priorities in Infor EAM, or choose from the default work order priorities during the conversion process. You may opt to skip the conversion of the work order priorities. Conversion of work order priorities will only impact the work order priority field on tasks. Historical or open transactional data will not be affected by the conversion of work order priorities.
Set up equipment criticalities (optional)	Set up equipment criticalities in Infor EAM. Equipment criticalities are known as equipment priorities in MP2. If you decide not to set up equipment criticalities in Infor EAM prior to conversion, you may set up these equipment criticalities at a later date, choose from the default equipment criticalities during conversion, or select to skip converting equipment criticalities.
Set up work order types (optional)	Set up work order types prior to the conversion process to determine whether to use the same work order types as used in MP2 or to customize new work order types for Infor EAM. If you choose not to set up work order types prior to conversion, you may use the default values during the conversion process, set up the work order types at a later date, or skip converting work order types.
Set up user groups (optional)	Set up user groups within Infor EAM. The conversion process will then map the basic security levels for users in MP2 to users in Infor EAM. The user group mapping does not set up group security. However, if user groups are not initially set up, all users will be set up as R5 with system administrator rights. This may be changed after conversion.