Still haven’t upgraded to R12 and have limited funds. What do the experts recommend?

Still haven’t upgraded to R12 and have limited funds.

What do the experts recommend?

© 2010 Zanett. All rights reserved.

• Introductions• Oracle Support Schedule• Upgrade Center Of Excellence• Methodology Highlights• Tools to help with Upgrade• Lessons learned• Q&A

Agenda

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Presenter Introduction

• John Vaughan• National Practice Lead – Oracle eBusiness Suite

• Kevin Teder• Senior Vice President - Zanett

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US Offices:AtlantaBostonCincinnatiDetroitIndianapolisJacksonvilleMiamiNew YorkSt LouisDallas

International:Makati City, Philippines

Zanett Snapshot• $50 million company• Founded in 1999, growth both organic and by acquisition• Professional Staff includes 300+ skilled consultants-average standard of

experience ~ 12 years• In each of the past 4 years, more than 70% of Zanett’s revenue was

derived from repeat business• Serves a wide range of companies ~ Fortune 500 to SMB• Focus on Oracle’s EBS, PeopleSoft, JDE, and EPM (OBIEE and Hyperion)

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Why you should care?

100+ EBS Implementation Consultants,40+ DBAs on staff Monitoring & Managing

130+ instances 24 x 7 x 365.

• Established Upgrade Center of Excellence• Consistently have 4-5 upgrade going on in parallel• Upgrade are included in our Managed Services• Upgrade for non-Managed Clients• Hundreds of Successful Client E-Business Suite Upgrades(10.7,

11.0, 11i, R12)• More Than 24 Months R12.1 experience

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• Introductions• Oracle Support Schedule• Methodology Highlights• Upgrade Center Of Excellence• Tools to help with Upgrade• Lessons learned• Q&A

Agenda

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Oracle EBS Support Table

Release GA Date Premier Ends Extend Ends Sustain Ends

11.5.7 May 2002 May 2007 Not Available Indefinite

11.5.8 Nov 2002 Nov 2007 Not Available Indefinite

11.5.9 June 2003 June 2008 Not Available Indefinite

11.5.10 Nov 2004 Nov 2010 Nov 2013 ** Indefinite

12.0 June 2007 Jan 2012 Jan 2015 Indefinite

12.1 May 2009 May 2014 Dec 2018 Indefinite

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** Extended Support has been extended for 13 months through December 2014



Agenda

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OUR APPROACH


Business Focused Approach

UNDERSTAND• Fully understand the business objectives

both strategically and tactically

ALIGN• Align our activities (product and services) to

best support your business objectives• Zanett continually monitors best business

practices to ensure that tactical and strategic goals are in alignment

REALIZE• Ensure you realize your full potential for

growth and competitive advantage

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Zanett delivers Real Enterprise ValueTM

On-Time + Within Budget + Objectives Achieved = SUCCESS


The Benefits of Using a Partner for an Upgrade

• Methodology

• Skills / Experiences

• Knowledge of the R-12 Application (Functional/Tech)

• Knowledge of Lessons Learned / Gotcha’s

• Tools / Templates / Knowledge / Information

• Additional hands – address bandwidth constraints

• Training

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Partner vs. Funds Available vs. Situation

• Traditional – Most Funds– Partner provides team, tools, methodology, knowledge, etc.– Partner team consists of PM, Functional, and Technical Team– Customer provides PM and SME knowledge and focuses on

current environment knowledge, testing and knowledge transfer– Fixed Fee, deliverable based Statement of Work

• Creative – Limited Funds– Use the partners for the tools/templates, methodology, work

plans, lessons learned, knowledge, etc.– Use the partner for PM, advisory services and to fill skill gaps– Time and materials and set amount for tools

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Assessment

• ROI • WBS

Planning / Discovery

•1st Pass•Analysis and Familiar-ization

Upgrade Analysis

• Solution Design

• RICE Analysis

Solution Design

• CRP 1• 2nd Pass

Build

• UAT• BR100’s*• 3rd Pass

Test• 4th Pass*• Trans

PlanRehearsal

• SupportGo Live

Training

Leverage best practices through

a repeatable approach

Focuses on RepeatabilityBrings Risk Mitigation to the project

zAccelerate for Upgrades

© 2010 Zanett. All rights reserved. 14

Benefits to zAccelerate Approach• Risk reduction

– Proven– Refined scope definition– Confidence in effort and timeline– Ensures tighter management and accuracy of the upgrade cost/duration

• Practice makes perfect – 5 passes using same resources• Provides Client Leadership ability to more effectively set and manage

expectations with the business• Business Flow Experienced Staffing Model

– Onsite experience / offsite technical expertise• Stronger and more focused effort on learning R12 functionality• Training and Change Management



Agenda

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Upgrade Center of Excellence• Repeatable approach and experience with

upgrades and implementations• Leverages Zanett’s wealth of knowledge in

managing and monitoring 150+ client instances of Oracle 24/7/365

• Upgrade Center capitalizes on numerous upgrades done for managed and non-managed environments

• Defined efficient process for:– Upgrade planning and project management– Process review, fit gap, functional change and readiness


• Introductiuons• Oracle Support Schedule• Methodology Highlights• Upgrade Center Of Excellence• Tools to help with Upgrade• Lessons learned• Q&A

Agenda

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Process Model Library Execution Documents

Training Material Test Scripts

Benefits for the Client:• Identifies customizations and assists with seed data and configuration issues • Start New process design from a working application model• Accelerates testing with test scrips• Reduces risk by leveraging best practices incorporated in Oracle Applications• Supports change management by early feedback from key users and stakeholders

COE Tools, Templates & Libraries

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Changed Objects


• Introductiuons• Oracle Support Schedule• Methodology Highlights• Upgrade Center Of Excellence• Tools to help with Upgrade• Lessons learned• Q&A

Agenda

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• Remediation of Obsolete objects in CEMLI objects• Most every customer has directly modified the

standard code• Your customizations need to differentiate from Oracle

standard naming conventions (R-12 leverage 3 digit naming convention)

• Don’t lose your source code – make a copy …. Leverage config snap shot tools

• Your modifications to seeded responsibilities (will be lost during an upgrade)

• Your modification to other seed data may be impacted

Some Lessons Learned



• Web ADI– Web ADI journal templates will need to be re-created– Web ADI journal upload spreadsheets do NOT support

multiple tabs• Report Manager– Report Manager will need creation of custom

templates for use with FSGs. Generic FSG Template can be used, but cannot be modified

– Report Manager saves reports in FRM_REPOSITORY_LOBS table, and cannot save reports to a file system

– Reports may need to be transferred to a network drive periodically to avoid tablespace issues

– Reports Repository needs to be periodically cleansed


• Cash Management– Cash Management module owns banks, bank

accounts, and bank branches setups in R12– Bank Account security will not allow update to

Payables Documents – needs security to be setup



Planning for an Upgrade

• Plan for downtime (~60hrs avg)– What can be done before the downtime?– What can be done to make the upgrade run faster?

• Can Separate Hardware be used for the upgrade?

• Customizations – Follow standards, Backup, TEST!!

• Practice Upgrade Steps

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Upgrade Small Customer Performance

Sample Small Hardware Configuration :

• Database server – 4 x Dual Core (8 CPU) @ 1.8 Ghz AMD Opteron– 8 GB RAM– RHEL4 – 64-bit OS– Database size – 38 GB

• APPS server – 2 x Dual Core (4 CPU) @ 2.2 Ghz AMD Opteron– 2 GB RAM– RHEL4 – 32-bit OS

• Approximately 12K jobs per hour!!

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Upgrade Large Customer Performance

Sample Large Hardware Configuration :

• Database server – Sun M5000– 4 x quad core SPARC processors ( 2.4GHz US T2 )– 64 GB RAM– Sun Solaris– Database size – 1.2 TB

• APPS servers x 3– Sun T5140– 2 x 8-core processors ( 1.2GHz US T2 )– 64 GB RAM– Sun Solaris

• Approximately 12K jobs per hour!!

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Upgrade Performance

• Automate fixes• Tune upgrade performance– Optimize Long running jobs– Workers– Batch Size

• Monitor the Upgrade– AD Logs, alert logs– Long running jobs– Space allocation– AWR and OEM 10g

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Upgrade Performance

Here’s how we do it:• Turn off archive-logging for duration of upgrade.• Use single member 2 GB redo log size for fewer log

switches.• Set log_checkpoint_interval to 0.• Size all tablespaces adequately and set data-files to

auto-extend.• Size SGA to utilize max. CPU and memory.• Install and stage APPS tier and DB home executables,

re-use for multiple runs.

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Summary

• Not your standard project – a decent amount of ‘gotcha’s’• Detail Preparation up front

– Testing Scenarios– CEMLI List– Cross referencing Testing and CEMLI object

• Use tools to identify use of Obsolete objects, seed data changes, etc.• Leverage a proven work plan, scripts, testing steps, best practice

libraries, etc.• Practice makes perfect – practice the technical steps• Limit change – focus on the technical upgrade• Get some guidance/help for experienced resources• Review Lesson learned

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Questions?

[email protected] [email protected]

[email protected]

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