Upload
rubab-munir
View
62
Download
6
Embed Size (px)
DESCRIPTION
Planning Your Oracle e Business Suite Upgrade From Release 11i to 12.1 and Beyond
Citation preview
1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Planning Your Oracle E-Business Suite Upgrade from Release 11i
to 12.1 and Beyond
Dr. Nadia Bendjedou
Senior Director – Product Strategy, Oracle Applications
ORACLE
PRODUCT
LOGO
2 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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.
3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Planning Your Upgrade Agenda
• Business Value of the Upgrade
• Best Practices
– Starting Your Upgrade Project
– Planning Your Upgrade Approach
– Preparing for Your Upgrade Execution
• Upgrade Process Overview
• Customer Upgrade Snapshots
• Extended Support for 11i and Additional Resources
4 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Business Value of the
Upgrade
5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle E-Business Suite
Human
Capital
Asset Lifecycle
& Service
Supply
Chain
Procurement
Financials
Applications
Technology
E-Business Suite
12
Focused on Financials and Technology
6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Greater Control with Increased Flexibility Global Financials Architecture
WHAT’S NEW IN 12
– Ledgers and Ledger Sets
– Rules-based Accounting Engine
– Unified Bank Account Model
– Centralized Payments
– Global Tax Engine
– Global Intercompany System
RESULTS
– Faster, simpler period end processing
– Easily meet local accounting requirements
– Streamline intercompany trading and reconciliation
– Adapt quickly to regulatory changes
– More productive shared service centers
Legal Entity
Operating Units
UNIFIED BANK ACCOUNT MODEL
CENTRALIZED PAYMENTS ENGINE
Payments Engine
Funds Capture and Disbursement
ONE GLOBAL TAX ENGINE
• Centrally managed rules
• Consistent tax services
Tax Determination Process
Regime Applicable Taxes
Tax Status, Rate
Taxable Basis
Tax Calculation
7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle E-Business Suite
Human Capital
Procurement
Asset Lifecycle & Service
Supply
Chain
Procurement
Human
Capital
Financials & Projects
Procurement
Supply
Chain
Asset Lifecycle
& Service
Applications
Technology
E-Business Suite 12.1
Substantial Value in Every Area
8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle E-Business Suite R12.1
Procurement
HCM
Financials
SCM
Projects
CRM
• Buyers Workbench, Sourcing, Contracts, Electronic Invoicing, iSupplier Portal
• Learning Mgmt, Recruiting, Performance Mgmt, Talent Profile, Incentive Compensation
• Service & Field Service
• Project Management for Asset Based Industries (Util, E&C, O&G etc.)
• Enterprise Asset Management, Warehouse Management
• Shared Services, Advanced Collections, Internet Expenses, Channel Revenue Mgmt
• Spend Analysis, Classification & Supplier Lifecycle Management
• Succession Planning, Incentive Comp Analytics/ HR Analytics
• Projects Analytics, Primavera Integration
• Value Chain Planning, Landed Cost Management, Manufacturing Execution
• Financials Accounting Hub, Federal Financial Analytics
MDM • Core Product Hub • PIM for Telco, PIM for Retail, Site Hub,
Supplier Hub
Industries • Wholesale Distribution, Public Sector, High Technology , Engineering & Construction, Life
Sciences, Retail, Professional Services, Communications, Consumer Goods, Utilities
• Price Protection, Supplier Ship & Debit
Enhanced Product Areas New Products in 12/12.1
9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Finding Additional Information Accelerate your evaluation and planning
Contains
• Presentations
• RVPs
• RCDs
• TOIs
• Videos
• Customer
Stories
• White Papers
• Etc. http://launch.oracle.com/?OOW
10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
EBS Product Update: Continued Releases & Innovation Ongoing Consumable Low Upgrade Cost Point Releases
12 12.1
12.1.2 12.1.3
Planned Released
Major Release
Minor Release
11i10 12.x
Nov.
2004
Jan.
2007
May
2009
Dec
2009
Aug
2010
RUP1…RUP2…RUP3…
11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Best Practices
12 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Starting Your Upgrade Project
1. Assemble the right project team
2. Allocate enough time and resources
3. Establish the target release
13 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
1. Assemble the Right Project Team Include All of the Relevant Stakeholders
Steering Committee
Business Process
Owners
Technical Team
DBA
Apps (mid-tier) Specialist
Performance Specialist
Customization Developer
Functional
Specialists
Dedicated Project
Manager
Tax Specialist
14 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
2. Allocate Enough Time and Resources
• 11i to 12.1 upgrade is bigger than 11i Maintenance
Pack upgrades (e.g., 11i9 to 11i10)
– Significant changes in Financials functionality and data model
– More flexible implementation options
• Time and resource estimates from 11i Maintenance
Pack upgrades may not apply
15 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
2. Allocate Enough Time and Resources
• Required time and resources will depend on your
circumstances
– Number of EBS modules you’ve implemented
– Scope and complexity of your customizations
– Number and extent of your integrations
– Effort you typically invest in testing major release level changes
– Other systems changes you’re combining with the upgrade
• There are many SIs and Consultants with 12.1 upgrade
experience to help you estimate
16 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
3. Establish the Target Release
• Do Rapid Install to get 12.1 tech stack and product files
• Apply latest Release Update Pack (12.1.3) – Legislative and regulatory updates
– Minor enhancements
– Error corrections
• Apply critical patches for the products in your footprint – Recommended R12 Patches in MOS “Patches &Updates”
• Ask Support to help identify 11i fixes that also apply to 12.1.3 – 11i bug fixes issued after May 2010 may not be included in 12.1.3
12.1.3 Became Available in August 2010
17 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Planning Your Upgrade Approach
1. Decide: upgrade vs. reimplement
2. Upgrade before expanding your footprint
3. Plan for some Financials setup
4. Plan the upgrade of customizations
5. Plan for related systems changes
6. Preview Release 12.2
18 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Upgrade
• Run Oracle tools on your current instance to
• Install 12.1 file system
• Upgrade all data to 12.1
• Go live on your upgraded instance
Current 11i Instance
Upgraded 12.1 Instance
Financials & Projects
Procurement
Supply Chain
Asset Lifecycle & Service
Human Capital
Applications Technology
E-Business
Suite 11i10
Financials & Projects
Procurement
Supply Chain
Asset Lifecycle & Service
Human Capital
Applications Technology
E-Business
Suite 12.1
19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Financials & Projects
Procurement
Supply Chain
Asset Lifecycle & Service
Human Capital
Applications Technology
11i10
Financials & Projects
Procurement
Supply Chain
Asset Lifecycle & Service
Human Capital
Applications Technology
12.1 Data Migration
Current 11i Instance New 12.1 Instance
Legacy Instance Reimplemented Instance
11i10
• Use Oracle tools to install a new 12.1 instance
• Do setups on the new instance
• Migrate data from your legacy instance using Oracle’s:
• Interface tables
• APIs
• Go live on your reimplemented instance
Reimplement
20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Upgrade and Consolidate
• Upgrade your US-HQ instance to 12.1
• Do international setups on the upgraded instance
• Migrate data from your international instances
• Go live on your global single instance
Financials & Projects
Procurement
Supply Chain
Asset Lifecycle &
Service
Human Capital
Applications Technology
E-Business
Suite 11i10
Asia Pacific
Financials & Projects
Procurement
Suppply Chainl
Asset Lifecycle &
Service
Human Capital
Applications Technology
E-Business
Suite 11i10
Financials & Projects
Procurement
Supply Chain
Asset Lifecycle &
Service
Human Capital
Applications Technology
E-Business
Suite 12.1
US-HQ
Global Single Instance
Financials & Projects
Procurement
Supply Chain
Asset Lifecycle &
Service
Human Capital
Applications Technology
E-Business
Suite 11i10
Legacy Instances
Asia Pacific
Europe
11i10
11i10
21 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
1. Decide: Upgrade vs. Reimplement
• Do an upgrade if you:
– Are satisfied with core Financials configurations, including:
• Chart of Accounts definition
• Costing Method
• Calendar
– Run a single instance of EBS
– Use standard business processes with minimal customization
– Want to carry forward historical transaction data
22 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
1. Decide: Upgrade vs. Reimplement
• Consider a reimplementation if you: – Are dissatisfied with core Financials configurations, including:
• Chart of Accounts definition
• Costing Method
• Calendar
– Want to combine instances into a new “gold” instance
– Want to standardize business processes and eliminate numerous customizations
• In practice, we see many more upgrades than reimplementations
23 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
AT&T Inc. Upgraded to Oracle E-Business Suite Release 12
to Centralize Accounting Processes
COMPANY OVERVIEW
• One of the world’s largest Telecommunications companies
• Industry: Communications
• Employees: 294,600
• Revenue: US$124 billion
CHALLENGES/OPPORTUNITIES
• Upgrade the company’s existing Oracle enterprise resource
planning (ERP) system to accommodate recent
communications industry acquisitions and more easily
incorporate international operating companies
• Support centralization of business operations to achieve
greater consistency, data reliability, and global visibility
SOLUTIONS
• Oracle Financials
• Oracle Fixed Assets
• Oracle Financial Accounting Hub
• Oracle Project Costing
CUSTOMER PERSPECTIVE
“We upgraded to Oracle E-Business Suite Release 12 and
Oracle Financial Accounting Hub to achieve greater efficiency
and effectiveness globally in the wake of our recent
acquisitions and our plan to centralize accounting for all of
our worldwide operating companies. Oracle helped us to
achieve that goal on time and on budget”
Roxanne Shelton, Executive Director, Financial Applications
RESULTS
• Enabled users to get financial results more quickly and get
up-to-date data in the hands of decision makers, ultimately
accelerating monthly financial close by nearly 25%
• Standardized accounting rules, reducing the chart of
accounts by 1/3
• Streamlined processing of more than 1.2 million invoices
per month
24 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
2. Upgrade Before Expanding Your Footprint
If you want to add more EBS products to your footprint:
a) Implement more products at the 11i level, then upgrade later
b) Implement more products in a separate 12.1 instance
c) Upgrade to 12.1 first, then implement more products
25 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
2. Upgrade Before Expanding Your Footprint
If you want to add more EBS products to your footprint:
a) Implement more products at the 11i level, then upgrade later
b) Implement more products in a separate 12.1 instance
c) Upgrade to 12.1 first, then implement more products
26 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
2. Upgrade Before Expanding Your Footprint
• Upgrade to 12.1 first, then implement more products
– Many products are much stronger at the 12.1 level
– Don’t implement more products in a separate 12.1 instance
unless you plan to keep separate instances
– Don’t slow progress towards 12.1 with numerous 11i projects
Related point … don’t split to two instances to upgrade
one product area ahead of another
27 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Chicago Public Schools Upgraded to Oracle
E-Business Suite Release 12.1 on Time
COMPANY OVERVIEW
• Nation’s third largest school district with about 407,000 students in 666 schools
• Industry: Public Sector
• Employees: 55,000
• Revenue: US$6 billion
CHALLENGES/OPPORTUNITIES
• Upgrade the school district’s existing Oracle enterprise resource planning (ERP)
system to gain new functionality and to enable the system to scale for future growth
under extreme budgetary and staffing constraints
• Review and reduce 100+ customizations for better management efficiency
• Implement additional modules on the latest version of Oracle E-Business Suite to
save time and money
SOLUTIONS
• Oracle Financials
• Oracle Procurement
• Oracle Projects
• Oracle Enterprise Asset Management
• Oracle User Productivity Kit
CUSTOMER PERSPECTIVE
“We went live with Oracle E-Business Suite
Release 12.1 on time and on budget. The new
features in the latest version will enable us to
operate more efficiently and effectively, such
as managing our US$6 billion capital and
grant monies.”
Prasad Nettum, Director for Enterprise Financial
Systems
RESULTS
• Completed the aggressive upgrade within
the original project timeline and budget
despite changes half way through
• Solved problems quickly and met
aggressive goals with a small IT staff
• Managed and monitored work orders more
efficiently
28 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
3. Plan for Some Financials Setup
• Even in the upgrade case, plan on reviewing your Financials
setups
– Some setups done separately in 11i modules are centralized in 12.1
• Validate that new centralized setups reflect consistent tax and
accounting treatments that you expect
Legal Entity
Operating Units
UNIFIED BANK ACCOUNT MODEL ONE GLOBAL TAX ENGINE
• Centrally managed rules
• Consistent tax services
Tax Determination Process
Regime Applicable Taxes
Tax Status, Rate
Taxable Basis
Tax Calculation
CENTRALIZED PAYMENTS ENGINE
Payments Engine
Funds Capture and Disbursement
29 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
3. Plan for Some Financials Setup
• Lots of information to help you understand Financials
upgrade impacts
– Oracle Financials & Procurement Functional Upgrade Guide
• Architecture changes, data migration
– “R12 Upgrade Considerations by Product” (Doc 889733.1)
• Process changes, configuration changes, hints and tips
– Accounting Setup Manager Pre-Update Diagnosis Report
• Setup inconsistencies you should resolve before upgrade
30 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
4. Plan the Upgrade of Customizations
• Review 12.1 functionality to see what is now available in the product – Save money by retiring customizations
• Research country-specific localizations – See “Introduction to Add-On Localizations”, Doc 429042.1
• Consider engaging Oracle Consulting for a CEMLI review – Customization, Extension, Modification, Localization, and
Integration
Inventory Customizations and Prioritize for Upgrade
31 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
4. Plan the Upgrade of Customizations
• EBS Data Model Comparison Report (Doc 1290886.1)
lists database object definition changes between:
– 11.5.10.2 and 12.1.3
– 12.0.4 and 12.1.3
– 12.0.6 and 12.1.3
• Example impacts:
– Switch custom reconciliation reports from distribution lines in
separate applications to new Subledger Accounting (XLA) tables
– Update custom Oracle Discoverer Business Areas
Adapt Custom Code to Data Model Changes
32 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
4. Plan the Upgrade of Customizations
• Custom code in standard 11i development technologies is generally compatible – OA Framework – Oracle Forms – Oracle Reports – Oracle Workflow
• Certain technologies have been replaced (see Doc 374398.1) – Mod_plsql – Oracle Reports Server Reports – Oracle Graphics integrations with Oracle Forms – AK mode of OA Framework
Adapt Custom Code to Technology Changes
33 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
4. Plan the Upgrade of Customizations
• You can migrate to BI Publisher before you upgrade
– May need to adjust queries, but formatting remains valid
– Leverage delivered BI Publisher templates or use migration utility
Consider Migrating Custom Oracle Reports to BI Publisher
34 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
4. Plan the Upgrade of Customizations
• You can continue to use Oracle Discoverer in 12.1 for custom
analytic reports
• If re-implementing custom Discoverer reports, consider replacing
them with Oracle BI Applications (OBIA)
– Pre-built, pre-integrated analytics for Oracle’s ERP and CRM offerings
– Built with OBIEE, Oracle’s strategic business intelligence platform
Consider Replacing Custom Discoverer Reports with OBIA /OBIEE
35 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
4. Plan the Upgrade of Customizations
• Use personalization functionality where possible
– OA Personalization Framework, Flexfields, Folders
• Extend incrementally using standard E-Business Suite
technologies
– OA Framework, Oracle Forms, Oracle Workflow
• Consider new Fusion Middleware tools such as ADF and
SOA Suite for separate custom applications
Plan for New or Reimplemented Custom Screens
36 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
5. Plan for Related Systems Changes
• Before upgrading, must be on a 12.1-certified database level:
10gR2, 11gR1 or 11gR2
• Consider getting to latest DB level certified for your EBS level
– Both 11i10 and 12.1 are certified on 10gR2, 11gR1, 11gR2
– See “Database Preparation Guidelines for an Oracle E-Business
Suite Release 12.1.1 Upgrade”, Doc 761570.1
• Similar considerations apply to your operating system
– See “Oracle Applications Installation and Upgrade Notes Release 12
(12.1.1)” for your platform
Database and Operating System Levels
37 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
5. Plan for Related Systems Changes
• Certain architecture conversions are required and can be
accomplished while on 11i
– Oracle Applications Tablespace Model (OATM)
• Reduces number of tablespaces to 12 from 2 per product
• Compacts database, optimizes storage settings and reduces I/O
• See Doc 248857.1
– Multiple Organization Architecture
• Convert from single-org architecture to enable Multi Org Access Control
• Can have 1 operating unit
• See Doc 210193.1
Architecture Conversions
38 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
5. Plan for Related Systems Changes
• Combine related systems changes with your 12.1 project and downtime? Single Project & Downtime
• Less total downtime & testing
• More complex troubleshooting
• More business risk
Multiple Projects & Downtimes
• Likely more total downtime & testing
• Simplified troubleshooting
• Less business risk
Phasing of Changes
39 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
5. Plan for Related Systems Changes
• Different enterprises will make different scope and
phasing decisions based on:
– How frequently they can take a downtime
– How long any single downtime can be
– How much testing their business requires
• In practice, most enterprises complete related system
changes ahead of the 12.1 project and downtime
40 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
6. Preview Release 12.2
• 12.2 will contain functional and technical advances,
including Online Patching
– Adds to overall value proposition of Release 12 upgrade
• Don’t wait for 12.2 to come out before analyzing and
planning your 12.1 upgrade
– 12.1 functional upgrade analysis will apply equally to 12.2
– Once on 12.1, the upgrade to 12.2 will be much smaller than
the 11i to R12.x upgrade
41 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Roadmap
• Latest middleware:
Fusion Middleware 11g
– WebLogic Server to
replace OC4J
• Latest database:
Oracle 11gR2 11.2
Database
– Online patching via
Edition-Based Redefinition
– Improved performance via
database result caching
Technology Highlights
JD
BC
/SQ
L N
et
Application Database
R2
RAC & ASM
Global Single
Data Model
Edition-Based
Redefinition
WebLogic JSP
Forms
BI Publisher
BC4J
Web
Lis
ten
er
UIX 11g
WebLogic Server
42 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
• Functionality leverages native 11g R2
features that allow online application
upgrade with uninterrupted availability of the
application
• Patches can be applied while the production
system is fully operational
• Only a short downtime is required to
complete patching process
• The amount of downtime required by any
patch will be more predictable
Online Patching With Oracle 11g Release 2 Database
Roadmap
43 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Roadmap
• Leverages 11gR2 Edition Based Redefinition – Allows multiple editions (versions) of the application to coexist on
the same system
• Online Patching flow: – Create a Patch Edition (virtual copy of the Run Edition)
– Apply patches to the Patch Edition
• Patch changes are isolated to the Patch Edition
• Applications remain online in the Run Edition
• Ongoing Run Edition changes are propagated to the Patch Edition
– After patching is complete, set Patch Edition as Run Edition
Online Patching Solution Approach
44 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Preparing for Your Upgrade Execution
1. Test, Test, Test
2. Take steps to minimize downtime
3. Prepare business users for change
45 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
1. Test, Test, Test
• Test end to end with complete production data set – Find latent data conditions that will fail 12.1’s tighter validation
• Test all business scenarios with both upgraded and new data – Enter an invoice in 11i, issue a credit memo against it in 12.1
• Compare key reports before and after upgrade – AP Trial Balance
– AR Reconciliation reports
• Do data verification tasks described in EBS Upgrade Guide – See Appendix F
Do Full Functional Testing at Full Data Volumes
46 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
1. Test, Test, Test
• During UAT, test month-end close at full data volumes
– Resolve any exceptions
• After go-live, simulate month-end close a few days
before actual close
– Keep project team within reach through your first close
• See: “R12: Period-End Procedures for Oracle Financials
E-Business Suite” (Doc 961285.1)
Test Your Period-End Close
47 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
1. Test, Test, Test
• Batch load tests
– Run production concurrent requests on your test system
• User Participation Tests
– Let users go unscripted at full production processing capacity
• Automated load testing
Do Load and Volume Testing
48 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
1. Test, Test, Test
Consider Oracle’s Automated Testing Solution
Oracle Application Testing Suite (OATS)
1. Oracle Load Testing – scalability, performance & load testing
2. Oracle Functional Testing – functional and regression testing
3. Oracle Test Manager – test process management, test execution & defect tracking
12.1.1 Test Starter Kit •Instruction guide
•Sample QA test scripts
•See Oracle Application Testing Suite Downloads > Application Testing Suite
49 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
2. Take Steps to Minimize Downtime
• Do several complete practice upgrades
– Establish that the upgrade will fit into your downtime window
• Optimize your timing
– Tune performance of the core upgrade driver
• See Oracle E-Business Suite Upgrade Guide, Release 11i to 12.1.1
– Minimize duration of tasks performed before & after core
upgrade driver runs
• Interim backups
• Final acceptance testing
50 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
2. Take Steps to Minimize Downtime
• Run “The Upgrade Manual Script” to identify tasks you can omit (UG Chapter 2)
• Apply Consolidated Upgrade Patch for fixes to upgrade code (Doc 798258.1)
• Reduce data volume using archive and purge (Doc 752322.1) – Purge old and/or transient data before upgrading
• Over 260 standard purge programs in R12
• Use new “Purge Portal” in OAM to administrate
• Use Subledger Accounting “Upgrade by Request” (UG Appendix G and Doc 604893.1)
• Use a shared APPL_TOP (Doc 384248.1) and Distributed AD (Doc 236469.1)
• Use a staged APPL_TOP (Doc 734025.1)
• Complete functional pre-upgrade tasks (UG Appendix E)
• Parallelize pre- and post-upgrade technical activities
• Isolate post-upgrade concurrent programs in a special queue (Doc 399362.1)
Downtime Reduction Techniques
UG = Oracle E-Business Suite Upgrade Guide Release 11i to 12.1
51 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
2. Take Steps to Minimize Downtime
• Limit historical accounting data upgraded during critical downtime using SLA Pre-Upgrade Program – Set range of periods to upgrade; default is current fiscal year or
minimum of 6 periods
– Some SLA functionality relies on availability of previous accounting data
• Example: To cancel an invoice from 2 years ago, need to upgrade at least 2 years of accounting data
• Option to run SLA Post-Upgrade “hot-patch” Program for more historical data (Doc 604893.1)
Subledger Accounting “Upgrade by Request”
52 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
3. Prepare Business Users for Changes
• Oracle Tutor
– Capture and maintain business process documentation
• Oracle User Productivity Kit (UPK)
– Capture and maintain interactive UI simulations
– Adapt pre-built E-Business Suite content
– Deploy as online help
Consider Oracle’s End User Productivity Solutions
53 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
SEE IT TRY IT KNOW IT DO IT User
Modes
Financials • Payables
• Receivables
• General Ledger
• Assets
• Internet Expenses
• Advanced Global Intercompany System
• E-Business Tax
• Subledger Accounting
• Bank Account Setup/Maintenance
HRMS • Human Resources
• Payroll
• Self-Service HR
• Performance Mgmt
• Time and Labor
• iRecruitment
• Learning Mgmt
Procurement • Purchasing
• iSupplier Portal
• iProcurement
Distribution • Inventory
• Order Mgmt
• Shipping Execution
Projects • Project Costing
• Project Mgmt
• Project Resource Mgmt
Applications Technology • Applications Mgmt
• Forms Personalization
Manufacturing
• Shop Floor Management
• Work In Process
• Discrete MES
• OPM Product Development
• OPM Process Execution
• OPM MES
2,300+ Pre-delivered Topics for Release 12.1
Self-Running Demo Interactive Simulation Testing for Competence Context-Sensitive Help
Drive Greater End User Productivity Pre-Built End-User Documentation
54 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Release 12.1 Upgrade
Overview
55 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
• R12.1 was generally available (GA) in May 2009 – Via Oracle Electronic Product Delivery (EPD) and Oracle Store
– For all the supported platforms and languages
• Can be used by new and upgrading customers
(11.5.9 and above) to go directly to R12.1 – If you are on R11i, use R12.1 RI from EPD. Follow instructions
from the “Upgrade Guide: 11i to 12.1” and “12.1.1 Release notes”
– If you are on R12.0.X, use R12.1 MP (7303030) from My Oracle
Support (MOS). Follow instructions from “R12.1 Maintenance Pack
Install Instructions (752619.1)”
R12.1 Rapid Install (RI)
R12.1 Maintenance Pack (MP)
56 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
R12.1 Technology Stack
For details “Oracle E-Business Suite Release 12.1 Maintenance Pack Installation Instructions” (752619.1)
TECHNOLOGY
COMPONENT
VERSION
INCLUDED
11i10CU2
VERSION
INCLUDED
12.0.4 RI
VERSION
INCLUDED
12.1 RI
VERSION CERTIFIED
WITH
MINIMUM
REQUIRED
VERSION
• Apps Mid tier-
Forms/Reports 6.0.8.25 10.1.2.2 10.1.2.3 - 10.1.2.3
• Apps Mid tier-
Java Oracle
Home
• Apps Mid tier-
JDK
1.0.2.2
1.4.2
10.1.3.0
1.5
10.1.3.4
1.6.0 10.1.3.5
10.1.3.4
1.6
• Database 9.2.0.6 10.2.0.3 11.1.0.7 10.2.0.5
11.2.0.1 & 11.2.0.2
10.2.0.5
11.1.0.7
57 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
R12.1 Upgrade Paths
• Minimum EBS suite level for direct upgrade to R12.1
– 11i9, 11i9CU1, 11i9CU2 or above
– 11i10, 11i10CU1, 11i10CU2 or above
– R12.0 and above
• Minimum EBS suite level required for database versions
– 10.2.0.4 11i9CU2
– 10.2.0.5/11.0.7/11.2.0.1/11.2.0.2 11i10CU2, R12.0.4
• Based on R12.1 DB guide (761570.1), certified upgrade path
options can be categorized into :
A.Upgrade database and EBS level in a single downtime
B.Upgrade database and EBS level in separate downtimes
C.Apply upgrade interoperability DB patches and then upgrade EBS
58 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
12.1
10.2.0.4 10.2.0.5
12.1
11.1.0.7
12.1
11.2.0.1 / 11.2.0.2
12.1
10.2.0.5
R12.1 Upgrade Paths Continued.. 11.0/11i.X => 12.1
< = 11.5.8
11.0
11.5.9/cu1
11.5.10/cu1 A
B ,C
11i10cu2
B ,C
B ,C
B ,C
A. Upgrade database and EBS level in a single downtime
B. Upgrade database and EBS level in separate downtimes
C. Apply upgrade interoperability DB patches and then upgrade EBS
SOURCE
TARGET
B ,C
11i9cu2
59 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
R12.1 Key Facts 11i10CU2 R12.0.4 RI R12.1 RI 12.1.3 RUP
#of Product
Schemas 209 195
(25 removed,11 added)
201
(25 removed,17 added)
No changes
#file calls in DB
portion of the U
driver
104242 144940 156622 23408
PROD db size
File system size
31 GB
26 GB
45 GB
28 GB
50 GB
28 GB
NA
#files shipped in
RI 268359 357778 385755 NA
#of Changed +
New files in DB
portion of the U
driver
NA ~95488 ( Vs 11.5.10.2 ) ~104057 ( Vs 11.5.10.2 )
~31843 ( Vs 12.0.4 )
~23474 ( Vs 12.1.1)
60 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
R12.1.3 EBS Data Model Comparison Report
• Per product database object comparison between two releases for the
following object types (1290886.1)
– Regular tables, Partitioned tables, Index organized tables, Global temporary tables, Queued
tables
– Views, Materialized views, Materialized view logs
– Indexes, Sequences, Advanced queues, Packages, Triggers
• Available for R12.1.3 Vs. (11i9,11i10cu2,12.0.4,12.0.6,12.1.1,12.1.2)
• Benefits
– Customers can focus on what has changed
– Easier to analyze impact on customizations, planned test coverage
– Differences viewable for all products in the same report via simple UI
61 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
62 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
R12.1.3 EBS ATG Seed Data Comparison Report
• Per product EBS ATG Seed data type comparison between two releases
(1327399.1)
– BIP-Defns-Temps, RSG-Metadata, Components, Concurrent Programs, Contents
– Descriptive Flexes, Diagnostics, Functions, Integrators, Key Flexes, Security Rules
– Layouts, Lookups, Mappings, Menus, Messages, Sequences, Value Sets
– Parameter Lists, Printer Styles, Profiles, Request Groups, Request Sets, Responsibilities
• Available for R12.1.3 Vs (11i10cu2,12.0.4,12.0.6, 2.1.1)
• Benefits
– Meant for Advanced user with prior knowledge about EBS Seed data delivery
– Easier for developers/consultants/testing team to analyze impact on customizations,
planned/desired test coverage
– Post Go-live, to answer end-user questions
63 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
64 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Customer Upgrade
Snapshots
65 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Sample of Oracle E-Business Suite Release
12.1 Live Customers
66 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
• Toyota Motor Europe – Release: 11.5.9+ on IBM AIX to R12.1.3 on Oracle Linux 5 Appl tier
– DB size: 800 GB
– #Workers: 32
– #CPUs on DB server: 8 cores
– Downtime reduction measures
• Online NLS patch application
– #hrs for the 12.1.1 D driver: 21 hrs
– #hrs for the 12.1.3 US upgrade: 4 hrs
– #hrs for the 4 languages NLS patching 11 hrs
Customer Upgrade Snapshots Continued...
11i to 12.1.3
67 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Customer Upgrade Snapshots
11i to 12.1
• CPS (Chicago Public Schools) – Release: 11.5.10.2 to 12.1
– DB size: 900GB
– #Workers and batch size: 32, 10000
– #CPUs on DB server: 2 node RAC, 8 CPUs per node
– Downtime reduction measures
• Distributed AD
• Upgrade RDBMS to 10.2.0.4 in a separate downtime
• # hrs for the D driver: 22 hrs
– Customer snapshot http://www.oracle.com/customers/snapshots/chicago-public-schools-ebs-snapshot.pdf
68 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Customer Upgrade Snapshots Continued...
11i to 12.0.6
• Cisco
– Release: 11i to R12.0.6
– DB size: 600GB
– #Workers and batch size: 32, 20000
– #CPUs on DB server: 16
– Downtime reduction measures
•Distributed AD
– #hrs for the D driver: 5.5 hrs
69 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Customer Upgrade Snapshots Continued...
11i to 12.1.3
• Dell
– Release: 11i10 to R12.1.3
– DB size: 15TB , 16 node RAC Cluster
– #Workers and batch size: 32, 10000
– #CPUs on DB server: 8
– Downtime reduction measures
•Distributed AD
•Pre-create large indexes
– #hrs for the D driver: ~30 hrs
70 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Customer Upgrade Snapshots Continued...
11i to 12.1
• GE – Large EBS HRMS Implementation (~300K employees,10 Lang)
– Release:11.5.10.2 to R12.1.3
– DB size: 838 G
– Hardware: App Tier- 2 SUN T5240’s(64x64),
DB Tier - SUN M8000 (12 Dual Cores)
– #Workers and batch size per App Server: 48, 10000
– Downtime reduction measures
• Distributed AD, Staged APPL_TOP
– #hrs for D driver:~10 hrs US, ~13 hrs NLS (11.5.10.2 -> R12.1.1)
– #hrs for DB Portion:~2.5 hrs US, ~1 hr NLS (R12.1.1 -> R12.1.3)
71 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Customer Upgrade Snapshots Continued...
12.0 to 12.1
• Zebra Technologies Corporation – Release: 12.0.6 to 12.1
– DB Size: 106GB
– #Workers and batch size: 32, 10000
– #CPUs on DB server: 8
– Downtime reduction measures
• Staged APPL_TOP
– #hrs for the U driver: 12 hrs
– Customer snapshot http://www.oracle.com/customers/snapshots/zebra-technologies-corporation-ebs-snapshot.pdf
72 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
• Oracle GSI – Release: 12.0.3+ to R12.1
– DB size: 17TB
– #Workers and batch size: 60, 10000
– #CPUs on DB server: 88 processors
– Downtime reduction measures
• Staged APPL_TOP for US and ten languages
• Ran data fixes for problems found in test upgrades prior to production upgrade to minimize stoppages
• Distributed AD (4 servers,15 workers each)
• Pre-create large indexes (6 hrs savings)
– #hrs for the D driver: 14 hrs
Customer Upgrade Snapshots Continued...
12.0 to 12.1
73 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
• Oracle GSI – Release: 12.1+ to R12.1.3
– DB size: 17TB
– #Workers and batch size: 200, 10000
– #CPUs on DB server: 150 processors
– Downtime reduction measures
• Staged APPL_TOP for US and ten languages
• Ran data fixes for problems found in test upgrades prior to production upgrade to minimize stoppages
• Distributed AD (4 servers, 50 workers each)
• Pre-create large indexes
– #hrs for the D driver: 4 hrs
Customer Upgrade Snapshots Continued...
12.1 to 12.1.3
74 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
• AT&T – Release: 12.0+ to R12.1.2
– DB size: 10 TB
– #Workers and batch size: 40, 10000
– #CPUs on DB server: 32 Processors
– Downtime reduction measures
• Staged APPL_TOP for US and ten languages
• Distributed AD
– #hrs for the D driver: 9 hrs
Customer Upgrade Snapshots Continued...
12.0 to 12.1.2
75 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Extended Support for 11i
76 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Oracle E-Business Suite Support Timelines 5 Yrs of Premier and 3 Yrs of Extended Support
2007 2008 2011
11.5.10
2012 2013
Premier
2014 2009
Extended Sustaining
2015 2016 2017
R12 Premier Extended Sustaining
R12.1 Premier Extended Sustaining
Nov ‘13
Jan ‘12 Jan ‘15
May ‘14 May ‘17
2010
GA
GA
Fee Waived
More info: http://www.oracle.com/support/library/extended-support-faq.pdf
Fee Waived thru May ‘15
Nov ‘10
Fee Waived
77 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
E-Business Suite 11i Extended Support Policies Minimum Patch Level and Extended Support Information Center
My Oracle Support > Doc ID 1199724.1
• Minimum Patch Level
– Doc 883202.1
• Patch Wizard utility
– Doc 1178133.1
• Extended Support Pricing &
Policy
– http://www.oracle.com/us/cor
porate/pricing/price-
lists/index.html
– http://www.oracle.com/us/su
pport/policies/index.html
78 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Additional Resources
79 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Leverage Oracle’s Information Resources A Wealth of Information is Available
My Oracle Support: E-Business Suite Release 12.1 Info Center
Knowledge > Tools and Training > E-Business Suite > Release 12.1 Info Center (Doc ID: 806593.1)
80 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Leverage Oracle’s Information Resources Accelerate Your Evaluation and Planning
My Oracle Support: Release Value Propositions (RVPs)
Knowledge > Tools and Training > E-Business Suite > Release 12.1 Info Center (Doc ID: 804373.1)
81 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Leverage Oracle’s Information Resources Accelerate Your Evaluation and Planning
My Oracle Support: Release Content Documents (RCDs)
Knowledge > Tools and Training > E-Business Suite > Release 12.1 Info Center (Doc ID: 561580.1)
82 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Leverage Oracle’s Information Resources Accelerate Your Evaluation and Planning
My Oracle Support: Transfer of Information (TOI) Online Training
Knowledge > Tools and Training > E-Business Suite > Release 12.1 Info Center (Doc ID: 807319.1 )
83 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Leverage Oracle’s Information Resources New Options for Accessing E-Business Suite 12.1 Documentation
• HTML and PDF versions
of each book
• Enhanced cross-book
search
• Alphabetical master book
list
• http://download.oracle.co
m/docs/cd/E18727_01/ind
ex.htm
84 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Leverage Oracle’s Support Resources E-Business Suite Upgrade Advisors
• Key documents and
webcasts on EBS
upgrade
• Specific to a product
area and upgrade path
– Tech Stack: Doc 269.1
– Financials & Projects:
Doc 256.1
– HCM: Doc 257.1
– Manufacturing: Doc 258.1
85 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Leverage Oracle’s Support Resources Maintenance Wizard – Free Support Tool
My Oracle Support > Doc ID 215527.1
• Steps you thru 11i to 12.1
upgrade
• Filters out steps that don’t
apply
• Indicates critical patches
• Keeps log & status
• Allows custom steps &
annotations
86 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Leverage Oracle’s Support Resources My Oracle Support Upgrade Community
87 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Leverage Oracle’s Support Resources Oracle Technology Network - Install / Upgrade Forum
forums.oracle.com > E-Business Suite > Technology – LCM: R12 Install/Upgrade
88 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Planning Your Upgrade Agenda
• Business Value of the Upgrade
• Best Practices
– Starting Your Upgrade Project
– Planning Your Upgrade Approach
– Preparing for Your Upgrade Execution
• Upgrade Process Overview
• Customer Upgrade Snapshots
• Extended Support for 11i and Additional Resources
89 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
For more information …
• Related white paper:
– “Planning Your Oracle E-Business Suite Upgrade from Release
11i to Release 12.1” (Doc 987516.1)
• Share your best practices and lessons learned:
– Contacts:
90 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Q&A
91 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
92 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.