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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 1
Instantis EnterpriseTrack Configuration Best Practices and Tips Overview
April 2014
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 3
Agenda
New tools
What is Fast Track
Configuration settings
Improved configuration workbench
Benefits
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 4
Assumptions
Some Instantis deployment knowledge
Basic Instantis configuration and administration experience
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 5
New Tools
FastTracks -- Instantis 8.7 includes Fast Track for IT PPM
Improved configuration workbench
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 6
Instantis EnterpriseTrack Configurability
User
Project
Industry
Enterprise
Web 2.0 UI Personalization
Work Objects™ Configurable Building Blocks
Industry Templates
Multi-initiative capability
Configurability meets Convenience FastTrack + Config Workbench accelerates deployment flexibility and
TTV for global business scalability
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 7
Deployment Model
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Before:
Customer
Instantis
Business
needs
Requirements
Gathering
Config Tool
(xls) Build/URL
ᾲ
ᵝ
Production
URL
Config
Approval UAT
Scalable Deployment Model
Now (with 8.7):
Partner
Oracle
Config
Workbench
Production
URL
FastTrack
Template
UAT Business
needs
ᾲ
ᵝ
Optional
Consulting
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 9
FastTracks
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 10
What is a Fasttrack?
• Changes configuration
process to selection of
one of the pre-built settings
vs configuration from the
ground up
• Allows for incremental
changes to achieve best fit
Selecting vs Configuring
Best Practices
• A collection of best
practices of how to
configure EnterpriseTrack,
initially for IT
• Illustration of how to
accomplish various styles
of project execution,
finances etc.
Pre-built Configuration
• A complete, packaged
configuration of
EnterpriseTrack
• Ready to import into any
v8.7 system
• Ready to use, explore,
modify to suit
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 11
FastTrack Contents
FastTrack includes prebuilt
configuration and best practices
for: – Roles, access profiles,
permissions, etc.
– Activity types and templates
– Project plan templates
– Finance templates for various
business cases, for example top-
down and bottom up
– Recommended default settings
– Planning guide
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 12
FastTracks for IT PPM
Basic Advanced FastTracks for IT PPM
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 13
What does it provide?
FastTrack is a collection of configurations and best practices with the
goal to cover common IT PPM business use cases
Offers choices for customers
– Basic FastTrack is ready to use
– Advanced FastTrack for selecting the right configurations and processes
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 14
How to use it?
Deploy
Intantis Import FastTracks Reconfigure Validate & UAT
Production
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Configuration Details
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IT PPM FastTrack Details
Advanced Basic
What is in it?
A more comprehensive set of
configuration possibilities in Project
Templates, Finances etc.
A pre-selected sub-set of the configuration
possibilities in Advanced
Configurer experience
Has to decide to select a sub-set of the
provided configuration possibilities by
turning off the un-needed ones. Will be
easier than setting up from scratch or in
Basic template.
Has to decide if the simpler, pre-packaged
sub-set matches the business need. If not,
use the Advanced template
User experience Unmodified, an end-user sees more
features and capability turned on
End user experience is simpler to begin
with. Easier to understand basic workings
of the system
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 17
Available Configuration Settings
Advanced Basic
Project Properties
(Organization,
Classification, Custom
Fields)
Initial settings are in the form [Org 1], [Classification 1] etc.
Configurer has to do simple string renaming, enable/disable
Custom Fields to be configured, except for special Activity
Types where they are pre-provided
Makes specific settings for the
Org, Classification fields
Ideas, Proposals
Comes with default names for Idea, Proposals
Comes with Idea and Proposal evaluation criteria and
weights, configurer to review and modify
Same
Alignment trees
Pre-set with 2 alignment trees – Strategies and
Portfolios
Strategies intended for IT or business strategies
Portfolios intended to group projects into collections
Only Portfolio is enabled
Strategy settings same, can be
enabled
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 18
Available Pre-configured Templates
Advanced Basic
Roles, Access Profiles
Permissions
5 Access Profiles, 5 Roles
Permission sets to model distinct players in portfolio workflows and
in project permission sets
same
Project Execution
(Project Templates,
Activity Templates,
Activity Types)
3 Project Types to reflect project structure: High, Medium, Low
Illustrative Project Templates for IPEC, Software Development etc
Illustration of various task-level scheduling – duration/effort based
Illustration of timesheets at task and at Project level
Subset with only 2
Project Templates
Finance Templates
Includes Global Finance Template for multi-initiative and
compatible IT Cost focused template
Illustration of Top-down Project Budgeting and Bottom-up
Budgeting
Illustration of IT Only template with expanded cost categories
Subset with only 2
Finance Templates
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 19
Project Templates Details
Roadmaps
– 3 project types for levels of structure
Activity Templates
– Structured
– Creation Defaults
Activity Types
– List
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 20
Project Templates
Decide how you want to execute projects, along 3 axes
– Amount of structure of the WBS
– Scheduling paradigm at activity level (duration vs effort vs others)
– Whether timesheets are at project level or at activity level
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 21
Finance Templates
Budgeting of projects
– Top down
– Bottom Up
Illustration of various Cost data capture scenarios
– By direct manual entry into finances at element level
– Automated roll-up from timesheet effort at project level
– Automated roll-up from timesheet effort at activity level
– Automated roll-up from non-labor costs at activity level
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 22
Finance Templates
Multi-initiative scenarios
– Compatible Global Finance template and IT Finance Template
– Incompatible IT only finance template
Modifications
– Actual names of specific elements
– Group level multiplication factors
– Use of finance approval templates
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 23
Benefits of FastTrack
Quick start for partners, customers, and consultants with reference
base reference implementation
Rapid deployment with ready to use working examples, and
configurations
Illustrates best practices of configuring EnterpriseTrack to achieve
various PPM maturity for customer needs
Facilitate incremental deployments with ability to add initiatives on
demand
Framework for partners, and consultants to evolve the out of the box
FastTrack and create new ones
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 24
Configuration Workbench
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Scalable Configurability
Configurability of features and
settings available in Admin UI
Config Workbench (EnterpriseTrack Admin
interface)
First class support for Deployment,
UAT, Production modes
Export/import of complete
configurations of each initiative
Self-service upgrades, patches
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 26
Scalable Self Service Patch and Upgrade model
Simple multi-tenant SaaS model
– Single instance for all customers
– Patch and upgrade applied by vendor, affects all customers
– Customer cannot control uptake, impact on user experience, impact on
training and roll-out
Oracle Instantis (advanced) SaaS model
– Single hardware and infrastructure software
– Per customer independent application instance deployment, config
– Single patch and upgrade stream from Oracle
– Applied by customer self service; fully under customer timing control
Multi-tenancy economics with single tenancy control
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 27
Scale and Flexibility together
Customer 1
V8.6
Customer 2
V8.6.x
Customer 3
V8.7
Customer 4
V8.8
Single
EnterpriseTrack
platform
software
Optimized for
Oracle Red
Stack
Single
Product
Release
Stream
V8.6
V8.7
V8.8
V9.0
Patch
Patch
Patch
CWB
Pro
duct D
evelo
pm
ent
Org
Clo
ud I
nfr
astr
uctu
re O
rg
Single Java
middleware
layer on
single Oracle
database
instance with
isolated
schema
CWB
CWB
CWB When C
usto
mer, B
y C
usto
mer
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 28
Configuration Workbench Highlights
Support for configuration in admin
UI during initial deployment
UAT to Production rapid
deployment
Enhanced support for
reconfiguration in admin UI post
deployment
Import and export configuration
Adding additional FastTracks on-
demand
Add new initiative post deployment
Upgrade, patches, and hot fixes
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 29
Stay tuned
New Guide Learning Path training on
Instantis EnterpriseTrack configuration and
best practices coming soon on OPN
Competency Center.
https://competencycenter.oracle.com/opncc/home.cc
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 30
Thank You
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 31
Copyright © 2014, Oracle and/or its affiliates. All rights reserved. 32