Planned EnterpriseOne Upgrade Innovations - Oracle · your existing investments in Oracle apps. Lifetime Support Simple, predictable, flexible, and the most comprehensive support

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Planned EnterpriseOne Upgrade Innovations

Upgrade Roundtable

Eric Maikranz ● Chief Customer Officer ● JD Edwards Development Clayton Seeley ● Product Manager ● JD Edwards Development

Copyright © 2015 Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Program Agenda

Quick Survey Time

CIM Data

Upgrade Roadmap

Future of Upgrades


What Release Are Your Customers on That Are Honestly/Seriously Looking Upgrade to a New JDE Release?

• EnterpriseOne

– Xe/8.0

– 8.9

– 8.10

– 8.11/8.11sp1

– 8.12

– 9’s

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• World

– A7.3

– A8.1

– A9.1

– A9.2/A9.2sp1

– A9.3

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JD Edwards: Customers in Motion JD Edwards EnterpriseOne and JD Edwards World Customers Moving Forward November 2014 Data

2/9/2015 5

J66.00w rev 15 December 2014 (REL)

Copyright © 2014 Oracle and/or its affiliates. All rights reserved. 2/9/2015 6

JD Edwards Delivers via Oracle’s Applications Unlimited and Lifetime Support Policies since 2005: Today and Tomorrow

Applications Unlimited Applications Unlimited is Oracle's long-

term plan to provide continuing enhancements and ongoing support to

your existing investments in Oracle apps.

Lifetime Support Simple, predictable, flexible, and the most comprehensive support policy available, the Oracle Lifetime Support policy helps

drive your business success.

Sustaining

Years from Release G/A

Premier

Extended

0 5 8

Product Strategy Mixing comprehensive industry knowledge with open standards

Inset: Oracle advertisement from the Wall Street Journal, 2006


Customers in Motion JD Edwards EnterpriseOne

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Analysis Highlights

JD Edwards EnterpriseOne customers working with 9s releases

85%

JD Edwards World customers migrating to JD Edwards EnterpriseOne

21%


Customers in Motion JD Edwards World

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Analysis Highlights

JD Edwards World customers working with 9s releases

55%


Customers in Motion JD Edwards World to JD Edwards EnterpriseOne Migrations

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21%


Customers in Motion Over Time JD Edwards EnterpriseOne and JD Edwards World

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85% on 9s 55% on 9s

21%


JD Edwards Upgrade Roadmap JD Edwards EnterpriseOne Upgrade Initiative

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Planned


Upgrade Paths JD Edwards EnterpriseOne

Release GA Date

Premier Support End

Date

Direct Upgrade Path to 9.2?

Simplified

Upgrade Path to

9.2?

Oracle

Recommends

Jump Release

Xe

8.0 (ERP 8.0)

Sep 2000 Dec 2013 Yes No

8.9 Sep 2003 Sep 2008 No -- 9.1

8.10 Jun 2004 Jun 2009 No -- 9.1

8.11/ SP1 Dec 2004 Dec 2009 No -- 9.1

8.12 Apr 2006 Apr 2011 Yes No

9.0 Sep 2008 Sep 2013 Yes No UL2 (9.0.2)

9.0 Update 2 Nov 2010 Nov 2015 Yes Yes

9.1 Mar 2012 Mar 2017 Yes Yes

Note: Always consult current policies at www.oracle.com/support

Proposed


World Migration Paths JD Edwards World

Release GA Date

Premier Support End Date

Direct Upgrade Path

to E1 9.2?

Oracle

Recommends

Release

A7.3 Jun 1996 Dec 2013 Yes

A8.1 Oct 1997 Dec 2013 No JDE E1 9.1 or

JDE W A9.3

A9.1 Apr 2007 Apr 2012 No JDE E1 9.1 or

JDE W A9.3

A9.2 Apr 2009 Apr 2014 No JDE E1 9.1 or

JDE W A9.3

A9.2 Update 1 May 2000 May 2015 Yes

A9.3 Mar 2012 Mar 2017 Yes

Note: Always consult current policies at www.oracle.com/support

Planned


Simplified Upgrade JD Edwards EnterpriseOne Upgrade Initiative

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Planned


Upgrade Process Roadmap Simplified Upgrade

• Changes Method of Object Update

–Only new objects and changed objects from previous base release will be installed

– Retrofit effort minimized to only customized JDE objects changed between release

– Reduces testing time and effort

• Available From Previous Latest Release Only (ex: 9.1 → 9.2)*

–One-Time Exception for 9.0.2 → 9.2

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9.0 9.1

Central Objects / OL

Business Data Control Tables



• Complete set of new objects (9.2) are installed

• Retrofit ALL modified objects in 9.1 instance to 9.2

Traditional Upgrade Method






• Only the CHANGED objects from 9.1 to 9.2 are installed

• Retrofit ONLY objects modified in 9.1 instance that also changed in 9.2

9.1 9.2

Simplified Upgrade Method (Coming Soon – 9.2)

Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.


JD Edwards EnterpriseOne Upgrade Steps

9.1 9.2

• New Databases Created For All But Business Data & Control Tables AND Central Objects

• Same as Traditional • System Tables/Records Copied • Control Table Records Merged • Data Dictionary Merged • Business Data Table Converted –

• Updated/New JDE Objects Merged Into Existing Central Objects – OL, Versions, Specifications

• Updated Customized JDE Objects To Be Manually Retrofit Using Design and Compare Tools

System Server Map

Object Librarian

Data Dictionary

Central Objects

Versions

Business Data

Control Tables

System Server Map

Object Librarian

Data Dictionary

Central Objects

Versions

Business Data

Control Tables

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Technical Upgrade

Simplified Upgrade Method

System copy

Control table merge

Table conversions

Specification (object) merge



JDE Mod

JDE JDE

JDE Mod

JDE JDE

JDE Mod

Mod JDE

JD Edwards EnterpriseOne

Install

1) Existing Objects

2) Spec Merge

3) Retrofit

Standard JDE Object

Modified JDE Object

Custom Object

JDE

JDE JDE

JDE Mod

JDE JDE

JDE Mod

Mod JDE


After Simplified Upgrade

2/9/2015 17 Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.


JDE Mod

JDE JDE

JDE Mod

JDE JDE

JDE Mod

Mod JDE


Install

JDE Mod

JDE JDE

JDE Mod

JDE JDE

JDE Mod

Mod JDE


After Traditional Upgrade

JDE

JDE JDE

JDE Mod

JDE JDE

JDE Mod

Mod JDE


After Simplified Upgrade

Mod

Mod

=



Choose Your Upgrade Path for JD Edwards EnterpriseOne

Define Simplified

Upgrade Plan

Run Installation Workbench

Spec Merge Retrofit Test Apply

Updates UAT and Training

Go Live

Define Traditional

Upgrade Plan

Run Installation Workbench

Spec Merge Retrofit Test Apply

Updates UAT and Training

Go Live

Repeat as necessary

Repeat as necessary

t (time) = money

Savings!

Simplified Upgrade (planned)

Traditional Upgrade (current)



Upgrade Paths Compared and Contrasted

Similarities Differences

• Full Installation on deployment and enterprise server

• Business data and control tables remain in-place

• New system database – old records merge forward

• Tools to upgrade – Planner, Workbench, Compare, …

• Post “Technical” upgrade steps

• Validation

• Apply updates – Tools and Apps (ESUs)

• Train

Simplified Traditional

• Shorter platform pack and database install

• Central objects database retained

• Spec merge updated objects

• Retrofitting minimized

• Longer platform pack and database install

• Central objects database replaced

• Spec merge custom objects

• Extensive retrofitting


Planned


JDE E1 Simplified Upgrade 1) Create Manifest UBE

• Outlines object delta between releases

• Delivered in two ways

– Data in F96700 table

– XML File – Update Center and Impact Analysis

• Used by Spec Merge in “Update “ mode

• Also establishes Obsolete Object list (88)

• For 9.2, two manifests created (9.1 & 9.0.2)

• Built by Oracle production services (UBE)


Planned

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JDE E1 Simplified Upgrade 2) Impact Analysis Revamp

• Report to analyze objects to be upgraded

• Will outline objects detected as modified

• Provides evaluation of easier upgrade path – traditional or simplified

• Can be run before upgrade starts from Change Assistant or JDE E1 application


Planned

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JDE E1 Simplified Upgrade 3) Changes to Platform Packs

• Third option added to platform pack installers for simplified upgrade

• Changes database logic scripts to not create central objects database

• Subject to further change due to OUI projects

Planned


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JDE E1 Simplified Upgrade 4) Planner/Workbench Mods

• Third option added to planner – Simplified Upgrade

• Planner to verify previous release valid for simplified upgrade

• Path code copy from previous release

• Spec merge

– Loads manifest to determine objects to merge

– Reverse merge – more like update

– Object librarian merge UBE altered

– Delete obsoleted objects

– “Modified” JDE objects listed in COA tables


Planned

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JDE E1 Simplified Upgrade 5) Summary Report

• Enhanced report at end of upgrade

• Similar to report produced by ESU install

• Outlines objects replaced and detected as modified


Planned


Customization Workbench


Introducing Customization Workbench

• Enable Quick Manual Retrofit of Customizations

• Track Progress of Retrofit Effort

• Summarizes COA Data

• Streamlined Process From One Screen

–Check-out, Merge, Check-in

• Direct OMW Integration

• Merge Tools Directly From Workbench

• Quick Access to Cross Reference Data

• Verify Testing Footprint


Future of Upgrades JD Edwards EnterpriseOne Upgrade Initiative

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The Ultimate Goal: Constant Current!

• Perpetual Updates = Full Upgrade

• Updates Applied Count Toward Upgrade

• Ideas In Consideration

–Single Development Code Line

–Object Versioning

–Separated Customization Location


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Documents

Planned EnterpriseOne Upgrade Innovations - Oracle · your existing investments in Oracle apps. Lifetime Support Simple, predictable, flexible, and the most comprehensive support