R12 upgrade

Analyzing, Planning, and Executing an R12 EBS Upgrade

Pete Wolffe

Senior Manager

BearingPoint

January 22, 2009

© 2009 BearingPoint, Inc. 2

Agenda and Purpose

Walk through steps in preparing for and managing an upgrade to R12, including

Decision making

Identifying objectives

Scope and approach

Organization and team preparation

Oracle tools and resources

Timeline planning

Testing tips

This presentation is intended primarily for people who are helping to evaluate or manage an upgrade, but it also contains valuable information for anyone who might be involved in the upgrade process.


We are a Top Tier Oracle Partner

Selected for our:

Demonstrated technical skills

Leadership position in key markets

Understanding of customer requirements

Knowledge transforming traditional business practices with Oracle products

Participation in strategic product and industry-focused solution development

Dedicated Oracle sales team

Significant contributions to Oracle’s success


Recognition for Market and Technology Leadership

2008 Titan Award – Honorable Mention: Industry Solution Oracle

2008 Titan Award – Honorable Mention: E-Business Suite Solution Oracle

2007 Partner of the Year Hyperion

2007 Portal Developer of the Year Award Oracle Magazine

2006 Titan Award Winner - Business Intelligence Oracle

2006 Showcase of the Year – Applications Oracle

2005 Showcase of the Year – EBS Oracle

2005 ASPAC Best Partner of the Year Hyperion

2004 Siebel Gold Star – 12th quarter in a row Siebel

2004 Showcase of the Year – FIN Oracle

2003 E-Business Partner of the Year Oracle

2003 E-Business Suite of the Year - EBS sales #1 Oracle

2003 Global Systems Integrator of the Year Hyperion

2002 Showcase of the Year – SCM Oracle

2001 Outstanding Oracle Practice Oracle

2001 Gartner CRM Implementation of the Year Siebel

2001 eCustomer World Best Mobile CRM Solution Golden Award Siebel

2000 Top Performing Integrator in OPP program Oracle


Qualifications and Readiness

R12 Projects

Established regional central bank

Large US integrated steel company

Large integrated manufacturer and marketer for the non-residential construction industry

BearingPoint Methodology assets include more than 1000 documents (set-up guides, process descriptions, and training guides, etc.) covering core modules. Of these, more than 70% are completely updated to R12.


Overview – Upgrade Steps

EVALUATE

EXECUTE

PREPARE

MAINTAIN

PLAN


Upgrade Steps

EVALUATE

EXECUTE

PREPARE

MAINTAIN

PLAN


Evaluate

Stay currentwith support

Accommodatesignificantbusinesschanges

Dataclean-up

Implementnew

functionality

Streamlineprocessing

Reducemaintenance

costs

Identify and Prioritize

Upgrade Driversand Objectives


Evaluate

R12 Highlights

Oracle development has focused on improving the ability of EBS to better manage complex global businesses, especially where organizations are centralizing their applications into a shared service environment.

18 new products with almost 2500 enhancements, including

Ledgers and Ledger Sets - replace Sets of Books

Financials Accounting Engine - Subledger Accounting

Tax Engine - E-Business Tax

Cross Organization Responsibilities - MOAC


Evaluate

Architecture and Technology Changes

Redesigned workflows

Upgraded user interface based on PeopleSoft

More Personalizations

Expanded use of BI Publisher and Fusion Middleware

Increased Performance

Lowered IT costs through hardware consolidation and virtualization

Improved integration with Oracle Identity Management

Reduced production downtime for patch applications


Evaluate

Technical Considerations

Implement significant technical advances available in R12 for business benefits you may need

─ High-Availability and Scalability using Oracle Database Cluster (10gRAC) and Oracle Applications Cluster with Load-balancing

─ Business Continuity and Disaster Recovery using Oracle Database Physical DataGuard across remote data-centers

─ Oracle Automated Storage Management (ASM) for a variety of storage solutions

─ Advanced Security for External Users (e.g., for iSupport Portal)

─ Use of Single Sign-on / integration with Oracle IDM

─ Use of Oracle Application Integration Architecture (AIA) based on Fusion Middleware / SOA


Oracle will support 11.5.10 and 12+ upgrades to Fusion

Evaluate

ORACLE EBS SUPPORT SCHEDULE

RELEASE GENERAL SUPPORT END DATES

# AVAILABILITY PREMIER EXTENDED SUSTAINING

11.0.3 MAY 99 FEB 07 not offered JAN 09

11.5.1 – 11.5.6 MAY 00 - JAN 02 JUL 06 “ indefinite

11.5.7 MAY 02 MAY 07 “ “

11.5.8 NOV 02 NOV 07 “ “

11.5.9 JUN 03 JUN 08 “ “

11.5.10 NOV 04 NOV 09 NOV 12 “

12.0.0 JAN 07 JAN 12 JAN 15 “

12.0.1 APR 07 APR 12 APR 15 “

12.0.2 JUL 07 JUL 12 JUL 15 “

12.0.3 OCT 07 OCT 12 OCT 15 “

12.0.4 JAN 08 JAN 13 JAN 16 “

12.0.5 MAY 08 MAY 13 MAY 16 “

12.0.6 NOV 08 NOV 13 NOV 16 “


Upgrade Steps

EVALUATE

EXECUTE

PREPARE

MAINTAIN

PLAN


Plan

Define Appropriate Scope

Combine with hardware or OS upgrade

Instance merge into single, global instance

Deploy new (required) functionality

Deploy new (optional) functionality

Right-Sized Phasing – Risk vs. Return


Plan

Define Approach

Upgrade vs. Re-Implementation

Replace customizations

Retool processes

Take advantage of simplification opportunities in advance of upgrade

Phasing


1. Inventory What are they? What tools were they built with? Are they still required?- Obsolete functionality- Replaced by new features

1. Inventory What are they? What tools were they built with? Are they still required?- Obsolete functionality- Replaced by new features

Plan

3. Result Reduced maintenance cost Reduced risk of architecture obsolescence Easier to upgrade

Customizations Revisited…

2. Future Approach Configuration, not customization Conform to Fusion architecture


Plan

11.0.3 or11.5.1 - 11.5.7

1) 11.5.10 CU2 2) R12

11.5.8 - 11.5.10 1) R12

Current Release Upgrade Path

Recommend required upgrade to 10g database be done in advance of R12 upgrade


Upgrade Steps

EVALUATE

EXECUTE

PREPARE

MAINTAIN

PLAN


Prepare

Organization Preparation

Take into account above scope

Change Management

─ Data Model

─ Functionality (esp. Financials)

Build Momentum from Executives through to Users

Involve Business Owners


Prepare

Assemble the Team

Best and Brightest

Plan to Bolster Weak Areas

─ Assess current Oracle skills

Plan to Backfill

Potential Organization Chart…


Sample Project Organization Chart

EXECUTIVE SPONSORS

Client Executive SponsorBearingPoint Exec. Sponsor

Oracle Exec. Sponsor

STEERING COMMITTEE

Executive Sponsors, Client Project Manager,BearingPoint Account Manager,

BearingPoint Consulting Manager

PROJECT MANAGEMENT

Client Project ManagerBearingPoint Consulting Manager

ACCOUNT TEAM

Oracle Sales Mgr.Oracle Acct. Service Mgr.BearingPoint Sales Mgr.

BearingPoint Account Mgr.

Client Business Process Owners

Project Management Office (PMO)

Project Team

Purchasing

Client Super Users à

Operations Planning

Finance Manufacturing

Client End Users

SalesBearingPoint Functional Consultants à

Service Human Resources

Etc...

Client and / or BearingPoint Hardware, Network and Database (Upgrade) Architects; System and Database Administrators

Client Developers à BearingPoint Development Consultants à

Reports WorkflowsEnhancementsConversionsInterfaces

InfraStructure Support Team – Network Administrators, Desktop Administrators

PurchasingOperationsPlanning

Finance Manufacturing SalesServiceHuman

ResourcesEtc...

Client Business Analysts à


Prepare

Take Advantage of Available R12 Content (https://metalink.oracle.com/)

Online Training (403349.1)

Upgrade Resources (461705.1)

Oracle Applications Upgrade Guide (E12011-02)

Oracle Financials and Oracle Procurement Functional Upgrade Guide: Release 11i to Release 12 (B31543-01)

R12 Release Notes, Release Content Documents (404152.1)

Documentation Resources R12 (394692.1)

https://metalink.oracle.com/


Prepare

Pre-Upgrade Tasks

Use TUMS to eliminate unnecessary upgrade tasks

Reduce upgrade downtime– Upgrade Guide: Release 11i to Release 12

Reducing Downtime (Upgrade Guide, Appendix E)

Upgrade by Request (Upgrade Guide, Appendix G)

– Convert to Multi Org– Convert to OATM– Upgrade database to 10g

Record duration of each step during test upgrade

Make a valid back-up before both the database and applications upgrades


Prepare

Sample High Level Plan


Upgrade Steps

EVALUATE

EXECUTE

PREPARE

MAINTAIN

PLAN


Reference Oracle Applications Upgrade Guide: Release 11i to Release 12

Execute


Execute

Maintenance Wizard (215527.1)

Step-by-step, graphical user interface for performing upgrade tasks

Consolidates instructions from multiple sources to present a comprehensive upgrade picture

Reduces upgrade tasks by filtering out those that do not apply to you (using TUMS)

Indicates critical patches that your system requires

Can automatically execute upgrade tasks for you


Execute

Use the latest patch set to eliminate known issues (557869.1)


Execute

Notes on Testing

Leverage 11i test scripts updated to reflect new, relevant R12 functionality and process changes

Test all business flows and scenarios using both new and existing data

Test workflows in process

Execute multiple testing rounds and budget enough time for issue resolution

─ Perform at least 2 successful test upgrade cycles before upgrade cutover

─ If changing OS (e.g., Unix to Linux, or Windows to Unix/Linux), add another successful test cycle


Execute

Notes on Testing (cont.)

Perform adequate load and volume testing

Time the upgrade process to gauge duration required for cutover


Upgrade Steps

EVALUATE

EXECUTE

PREPARE

MAINTAIN

PLAN


Maintain

Leverage Documentation and Training Tools

11i Repository

─ Test Scripts

─ Set-up Documents

─ User Procedures

Tutor

UPK


In Summary…

Make Sure You’re Prepared and Test, Test, Test!

Tax Engine is Much Different

XML / BI Publisher provides Greater Flexibility

Technical Installation Is Much Quicker

Richer functionality in Financials and Procurement

R12 is the right direction….


Bibliography

1. Carlson, Anne et. al. “Best Practices for Adopting Oracle E-Business Suite, Release 12”. June 2008, https://metalink.oracle.com, Metalink doc #580299.1.

2. Keller, Kelton and Umarji, Sanjay. “Upgrading to Oracle E-Business Suite Release 12: Best Practices and Lessons Learned”. April 2008, www.oaug.com, OAUG Collaborate ’08.

3. “Oracle E-Business Suite Upgrade Resources”, May 2008, https://metalink.oracle.com, Metalink doc #461705.1.

4. Ram, Deep. “Upgrading Oracle Applications to R12. SROAUG News p. 4-15, October 2007, http://sroaug.oaug.org/News/SRNL1601.pdf .

5. Rashid, Mohammed and Riswan, M.K. “R12 Upgrade !!! Maintenance Wizard made it easy”. April 2008, www.oaug.com, OAUG Collaborate ‘08.

6. Rayner, Nigel and Genovese, Yvonne. “Planning for Oracle E-Business Suite Release 12”. August 2007, www.mediaproducts.gartner.com , Gartner RAS Core Research Note Goo150140.

7. Sackett, Marcella and Janas, Gary. “R12 Upgrade Project: An Overview of the Joys and Pains”. April 2008, www.oaug.com, OAUG Collaborate ’08.

8. Vucinic, Sandra. “Get Ready for EBS Release 12! Tasks to complete now to ease R12 upgrade process”. April 2008, www.oaug.com, OAUG Collaborate ’08.

9. Webb, Glenn. “Considering an Upgrade to E-Business Suite 11.5.10.2 or R12? Learn From a Recent R12 Upgrade”. April 2008, www.oaug.com, OAUG Collaborate ‘08.

10. Weinstein, Eugene and Yam, Sharon. “Upgrading to E-Business Suite R12 – Best Practices”. Oracle E-Business Suite Technology, July 2008, http://blogs.oracle.com/stevenChan/2008/07/ .

11. Yu, Kai and Tao, John. “Case Study: Implementing Oracle E-Business Suite R12 Through 11i to R12 Upgrade Path”. April 2008, www.oaug.com, OAUG Collaborate ’08.


Contact Information

Pete WolffeSenior Business Advisor Commercial Business Unit

[email protected]

Phone: 1 650 385 3050Cell Phone: 1 650 823 0929