General Preparations
Use this section to perform preliminary data preparation in your source version environment.
1 Post and close as many financial transactions as possible.
2 Archive and delete as much data as possible from your source version environment, using the various delete/archive programs in the system. Archive and delete records as of a recent fiscal year-end in order to maintain the accuracy of historical, year-to-date balances. The more data you archive and delete before starting, the shorter the conversion time.
Note: If you want to restore any archived data, you must restore it to the former version and convert it before you can use it.
3 Back up your source version databases and new installation directory. This helps you recover should there be a problem during the conversion.