23
Navigating Successful Upgrades Jason Fox Director of Solutions SAP Consulting SAP America

Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

Embed Size (px)

Citation preview

Page 1: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

Navigating Successful Upgrades

Jason FoxDirector of SolutionsSAP ConsultingSAP America

Page 2: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 34

Upgrade Tools, Accelerators, & Services – An Overview

Upgrade Info CenterDelta informationRelease notesDocumentation and helpful guides

Upgrade RoadmapProject planAccelerators

Solution Manager for UpgradesHow it worksAssociated tools

SAP Upgrade Service Select AssessmentGoals of the AssessmentWhat to expect

Other Upgrade Services

Page 3: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 35

ERP Upgrade/Transition Challenges Along the Life Cycle

Upgrade Discovery

Upgrade Project started

Upgrade Planning and Execution

Upgrade completed

Define value propositionCost estimation and risk assessmentStaffing and upskilling of project team

Align IT strategy with SAP release and maintenance strategyDecide on best timing for transition

IT infrastructure sizingApplication/Modification Adjustments Minimize downtimeEfficient test managementDelta training of affected end-users

Decide on Maintenance

strategy

Cha

lleng

es

Define Upgradestrategy

Minimize costs and risks of upgrade

Upgrade Evaluation

Depending on complexity of current solution landscape, customer's experience and the scope of

the upgrade project, customers face different challenges and need tailored help

Depending on complexity of current solution landscape, customer's experience and the scope of

the upgrade project, customers face different challenges and need tailored help

Page 4: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 36

Upgrade Info Center

SAP Upgrade Offerings Along the Life Cycle:Content that meets the upgrade challenges

Upg

rade

Inf

o S

ourc

es Upgrade Roadmap

Upgrade Project started

Upgrade Planning and Execution

Upgrade completed

Decide on Maintenance

strategy

Cha

lleng

es

Define Upgradestrategy

Minimize costs and risks of upgrade

Upgrade Discovery Upgrade Evaluation

powered by SAP Support Portal powered by SAP Solution Manager

Page 5: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 37

Development News Browser

Page 6: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 38

Statement of Direction

Taking the place of the Development News

Browser is the

“Statement of Direction”

Page 7: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 39

mySAP ERP Master Guide

Another helpful tool is the “Master Guide for mySAP ERP 2004”

Industry release info

Functional component info

Upgrade sequence

Technical system info

Page 8: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 40

Links @ SAP Service Marketplace

mySAP ERP http://service.sap.com/erpSAP NetWeaverhttp://service.sap.com/netweaver

Development Newshttp://service.sap.com/developmentnews

SAP R/3 Enterprise http://service.sap.com/enterpriseNew Release Strategyhttp://service.sap.com/releasestrategy

Release Noteshttp://service.sap.com/releasenotes

Upgrade Information Centerhttp://service.sap.com/upgrade

Upgrade Focus Grouphttp://service.sap.com/ufg

Upgrade Technology Toolshttp://service.sap.com/upgradetech

Safe Guardinghttp://service.sap.com/safeguarding

Maintenance Strategyhttp://service.sap.com/maintenance

Online Helphttp://help.sap.com

Training Contenthttp://service.sap.com/trainingcatalog

Modification Clearinghttp://service.sap.com/custdev

Page 9: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 41

SAP Upgrade Roadmap at a Glance

DefinitionAs a central guidance for the entire project team, the SAP Upgrade Roadmap (Version 2.0) provides SAP's latest upgrade methodology to plan and execute an SAP upgrade project. It bundles SAP's latest knowledge and best-practices of basic project management, functional and technical aspects to upgrade an entire SAP system landscape.

Coverage: It covers the following aspects of an upgrade projectOrganizational / basic project management aspectsApplication-specific aspects

Process design - application and modification adjustments Test planning and executionEnd-user training and documentation

Technology aspects IT infrastructure planning and re-sizing Administration and security concept Technical upgrade procedure

Target GroupProject lead Project team member (functional and technical experts)

Page 10: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 42

The navigation structure consists of:

PhasesWork packagesDeliverablesMethods

Aligned to the structure are:

MilestonesUpgrade Services

SAP Upgrade Roadmap – Concept

One-step access to essential SAP upgrade knowledge…

Page 11: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 43

SAP Upgrade Roadmap in SAP Solution Manager

Additional features in project-specific useCentral status and issue trackingAssign and monitor activities of responsible project team membersStorage of project documents and flexible search by keywords

Additional features in project-specific useCentral status and issue trackingAssign and monitor activities of responsible project team membersStorage of project documents and flexible search by keywords

Monitor key activities with central project administration…

Page 12: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 44

Project Management AspectsSample Project PlanSAP Solution Manager – Usage GuideDescriptions on available SAP Upgrade Services

Application-Specific AspectsSolution-specific upgrade master guides SAP Development NewsSAP Release Notes

Technology AspectsUpgrade Guides and Best Practices for OS/DB MigrationFront-end deployment and Network sizing aspectsProduct Availability Matrix, including platform-specifics Details on system copy when using temporary hardware

SAP Upgrade Roadmap - TOP 10 Accelerators

Page 13: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 45

Five new flavors for major upgrade paths within mySAP ERP 2004

Number of accelerators:

In total: 246 Accelerators 64 unique for specific mySAP ERP components

Upgrade Roadmap - New Flavors for mySAP ERP 2004

SAP FSCM 3.0 (Biller Direct; Dispute Management)

SAP SEM 4.0

SAP Learning Solution 3.0

SAP E-Recruiting 3.0

SAP ECC5.0

Target release within mySAP ERP

34 (14 unique)SAP FSCM 2.0

56 (10 unique)SAP SEM 3.0...3.5

55 (13 unique)SAP Learning Solution 2.0

2 (2 unique)SAP E-Recruiting 2.0

99 (27 unique)SAP R/3 3.1i...4.7X200

No. of new accelerators

Source release

Page 14: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 46

List of Accelerators for mySAP ERP 2004

mySAP ERP in general

SAP E-Recruiting

SAP Learning Solution

SAP Financial Supply Chain Management

SAP Strategic Enterprise Management

Statement of DirectionValue Proposition DocumentDelta Training MaterialRelease Notes

Solution Master GuideSolution Operations GuideProduct Availability informationRelease Information Notes (Tech Restrictions)

Upgrade Note for E-Recruiting 3.0

Biller Direct:Security NoteInstallation and Upgrade Note

Dispute Management:Specific sizing informationInstallation/Upgrade Note

Installation Guidesfor Java components LSO-CP 3.0Java Authoring Environment 3.0Offline Player 3.0Installation Note

Upgrade NoteApplication Security Guide

Upgrade Release Notes: SEM 3.0 -> 4.0; SEM 4.0 and FinBasis 3.00 -> Netweaver‘04

Page 15: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 47

Upgrade RoadmapUpgrade Roadmap

Upgrading with SAP Solution Manager – process in detail

ProjectPreparation

Define upgradeproject

Define upgradeproject

Analyze as-isIT landscape Analyze as-isIT landscape

Delta trainingDelta training

Final Preparationfor Cutover

SAP Solution ManagerSAP Solution Manager – Supporting upgrade features

Production Cutover & Support

Solution UpgradeSolution Upgrade

Issue Tracking / Monitoring / ReportingIssue Tracking / Monitoring / Reporting

UpgradeBlueprint

Define exist./to-becore processes

Define exist./to-becore processes

Verify existingtesting materialVerify existing

testing material

UpgradeRealization

Configure newprocesses

Test processes

Configure newprocesses

Test processes

System Landscape Reporting

System Landscape Reporting

Identify release process and

function deltas

Identify release process and

function deltas

Create/use e-Learning material/Learning Maps

Create/use e-Learning material/Learning Maps

Compon. upgrade IMGs, Identify

upgrade-relevant config. settings

Compon. upgrade IMGs, Identify

upgrade-relevant config. settings

Plan and execute tests

Plan and execute tests

Page 16: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 48

NetProcess Solution Manager

111 Generate a LiveCapture ST03 input file and identify the used (in-scope) processes

222 Link the In Scope ST03 processes to the “To Be” Reference Model

333 Use the Solution Manager Import wizard to update Solution Manager

444 View the Reference Model with In Scope content

Populate the Reference Model

with ST03 Transactions

ST03 Report

Populating the Reference Model

NetProcess Integration by Intellicorp

Page 17: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 49

SAP Upgrade Service Select Assessments

Determine upgrade readiness of “as-is”technical environment and define requirements for “to-be” environmentUnderstand the customer-specific functional and technical benefits of upgradingEstablish a time frame, dependencies and define resource skill-set requirements to complete the upgradeInventory, analyze and address custom development and modifications to optimize business processes and reduce upgrade downtime

A series of assessment(s) designed to Jumpstart your upgrade project by providing answers to key upgrade questions and issues.

Page 18: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 50

SAP Upgrade Service Select Assessments

Enablers reviewed Action plan reviewed & developedUpgrade benefits reviewed

Upgrade requirements discussedUpgrade strategies discussedBusiness drivers reviewed

Core business processes and pain points reviewed Value Assessment & Business Case Discussion

Customer Guidance Calls

Complete analysis of customers technical upgrade situationKnowledge transfer on SAP’s latest upgrade tools that can be appliedMilestone plan for upgrade project – action plan to mitigate risk Detailed Landscape analysis and recommendations to support upgradeCustom Development/Modification Identification and recommendationsReverse Business Engineering (RBE)

Technical Upgrade Assessment

Develop project plan and time lineEstablish resource plan and required skillsIdentify functionality updates since last release Identify training and education requirements

Project Planning/Benefits Assessments

Value assessmentProcess review Business case development

Business Case

Page 19: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 51

SAP Education Delta Training

For those seeking Delta Training, we make it easy to find what you need:Upgrade Course Finder is Live on www.sap.com/usa/education

Page 20: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 52

Other Related Upgrade Services

SAP HostingSAP will host your upgrade while leaving your existing landscape and system intact

No overlapping configuration or programming issues between your upgrade system and your production systems

SAP Application Management Services (AMS)Turn your configuration ownership and worries over to SAP for upgrades and beyondUnder your direction, SAP will continuously propose and implement solutions to better run your business

Page 21: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 53

Q & A

Questions?

Page 22: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

Navigating Successful Upgrades

Thank You for Attending!

Page 23: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05ny/9_Fox_Navigating_Success_Upgrades.pdf · SAP FSCM 3.0 (Biller Direct; Dispute Management) SAP SEM 4.0 ... ©SAP AG 2004,

© SAP AG 2004, Navigating Successful Upgrades / 55

No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.Microsoft, Windows, Outlook, and PowerPoint are registered trademarks of Microsoft Corporation. IBM, DB2, DB2 Universal Database, OS/2, Parallel Sysplex, MVS/ESA, AIX, S/390, AS/400, OS/390, OS/400, iSeries, pSeries, xSeries, zSeries, z/OS, AFP, Intelligent Miner, WebSphere, Netfinity, Tivoli, and Informix are trademarks or registered trademarks of IBM Corporation in the United States and/or other countries.Oracle is a registered trademark of Oracle Corporation.UNIX, X/Open, OSF/1, and Motif are registered trademarks of the Open Group.Citrix, ICA, Program Neighborhood, MetaFrame, WinFrame, VideoFrame, and MultiWin are trademarks or registered trademarks of Citrix Systems, Inc.HTML, XML, XHTML and W3C are trademarks or registered trademarks of W3C®, World Wide Web Consortium, Massachusetts Institute of Technology. Java is a registered trademark of Sun Microsystems, Inc.JavaScript is a registered trademark of Sun Microsystems, Inc., used under license for technology invented and implemented by Netscape. MaxDB is a trademark of MySQL AB, Sweden.SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.

The information in this document is proprietary to SAP. No part of this document may be reproduced, copied, or transmitted in any form or for any purpose without the express prior written permission of SAP AG.This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP® product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. Please note that this document is subject to change and may be changed by SAP at any time without notice.SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within this material. This document is provided without a warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence.The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages

Copyright 2005 SAP AG. All Rights Reserved