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Upgrade – Outils et Best Practice

Upgrade to the 9s in 100 days.

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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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JD Edwards Today

1.

More Business. More News. More Commitment.

The Update from Denver.

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Team JD Edwards 7+ Years of Soaring High

21 Releases (major and point)

6 JDE E1 apps

11 JDE E1 tools

4 JDE W

25 New modules

7 Pre-packaged integrations

2 BI adapter releases

Financials

Supply Chain and Order Mgmt

2 Technology platforms added

Tablets

Smart phones

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Tools 9.1

Delivered Planned ►

Apr 2012

October 2010

JD Edwards EnterpriseOne JD Edwards World

JD Edwards Product Roadmap JD Edwards EnterpriseOne and JD Edwards World

9.0 Update 2

A9.3

Tools 8.98.4

Apps 9.1

Tools Xb

A9. Xb A9. Xc

updates

2018

updates updates updates Major Major Major

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

Apps 9. Xc

Tools Xc

Apps 9. Xb

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2.

Planning your Upgrade

Teams, Partners, Communication and Organization

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Functional Upgrade

Technical Upgrade

Transformational Upgrade

The Upgrade Continuum Balancing Risk and Cost Against Time to Completion

1 2 3

time to complete (t)

cost ($

)

level of effort (LOE)

risk

8 8 8

Customizations

1 Data

3 Testing

4 Training

5 Integrations

2

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Upgrade Geology – The Big Rocks

Vanilla Rewrite

Customizations

20 GB 10 TB

Data

Manual Automated

Testing

Self-Service None

Training

None Many

Integrations

Risk

Time

Effort

Complexity

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3.

The Upgrade Business Case

Business Drivers. Business Resources.

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Key Support Dates and Recommendations JD Edwards EnterpriseOne

Release

Premier

Support End

Date

Eligible for

Extended

Support

Oracle

Recommends

Release Notes

Xe

8.0 (ERP 8.0)

Dec 2013 No 9.1 Begin upgrade project now

New functionality, web user interface,

architectural changes

8.9 Sep 2008 No 9.1 Begin upgrade project now

Regulatory and legislative

Platform support, web user interface 8.10 Jun 2009 No 9.1

8.11/ SP1 Dec 2009 Dec 2012 9.1 Begin upgrade project now

Maximize support

Low effort

8.12 Apr 2011 Apr 2014 9.1 Upgrade to 9.1

9.0 Sep 2013 Sep 2016 9.1 Stay code current

9.0 Update 2 Nov 2015 Nov 2018 9.1 Stay code current

9.1 Mar 2017 Mar 2020 9.1 Latest code

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

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Key Support Dates and Recommendations JD Edwards World

Release

Premier

Support End

Date

Eligible for

Extended

Support

Oracle

Recommends

Release Notes

A7.3 Dec 2013 No

JDE E1 9.1 or

JDE W A9.3

Begin upgrade project now

New functionality, web user interface

Business decision –

Upgrade to World A9.3 or

migrate to JD Edwards EnterpriseOne 9.1

A8.1 Dec 2013 No

A9.1 Apr 2012 Apr 2015

JDE E1 9.1 or

JDE W A9.3

Upgrade to A9.3 = low effort

Leverage new functionality like

Purchase Cards Management

Stay code current A9.2 Apr 2014 Apr 2017

A9.2 Update 1 May 2015 May 2018

A9.3 Mar 2017 Mar 2020 Current release

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

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New Apps for Competitive Advantage

JD Edwards ERP Business Drivers

4

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New Applications Drive Deeper Industry Functionality Examples from JD Edwards EnterpriseOne Recent Releases

Fulfillment Management

Environmental Accounting and Reporting (EAR)

Apparel Management

(aka Attribute Management)

Project and Government Contract Accounting (PGCA)

Financial Management and Compliance

Operational Sourcing

Grower Management

Blend Management

Grower Pricing and Payments

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Dynamic, Online Upgrade Value Proposition JD Edwards EnterpriseOne and JD Edwards World

Doc ID #1310896.1

support.oracle.com

Online search ► Between releases ►Custom report

Customize report title

Customize searches

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One View Reporting for JD Edwards EnterpriseOne Rapid Reporting using Pre-Built Reports. Or Build Your Own.

Foundation

Financial

Human Resources

Manufacturing

Payroll

Inventory

Sales Orders Procurement

Capital Assets Real Estate

Project Costing

JD Edwards EnterpriseOne

OVR

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Technical Improvements

JD Edwards ERP Business Drivers 5

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(Another) Choice of Deployment Access applications via Apple’s iPad

First ERP application suite with full

support on the iPad from the vendor

Access any JD Edwards EnterpriseOne

applications from the iPad

Field Service optimized for the iPad

Available now!

Tools 8.98.4.5

Applications 8.12 and 9.0

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Oracle ADF For Mobile JD Edwards EnterpriseOne Mobile Applications

JD Edwards EnterpriseOne

Business Services

UI Technology:

Oracle ADF Mobile

Application Development

Purchase Order Approvals

Requisition Approvals

Expense Management

Sales Order Inquiry

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Technical Improvements Available Today JD Edwards World

Java client deployment –

faster, crisper, more functional

Support for Windows client

“Swan” colors

Intermixes with green screen

environment

Function keys or point-and-

click

Links to Support,

Documentation, email, URLs,

and World Resources

Action code and field specific

help buttons

Print to local printer

Dynamic Build for consistency,

flexibility, maintainability

Dynamic pop ups to help

reduce the need for

customization

Parameterized URL

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Technical Catalog for JD Edwards Replaces Paper Programmer’s Guide

Table changes and

additions

Field names and definitions

System code organization

Multiple search options

Many output options

Follows eUVP Product

Features

Find it at www.UpgradeJDE.com

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6.

Analysis

Security Customizations Integrations

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Customization Discovery How do you determine what you have modified?

Development documentation.

OMW attachments and projects.

Original developers still available?

Did your company keep strict

development and change

management rules?

Pristine path code maintained with

patches applied?

Don’t base your upgrade project on the initial

object count!

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Retrofit Level of Effort (LOE) Estimation Bucketing activities generates more accurate budget

Low

Less than 1 hour

Medium

1 to 8 hours

High

More than 1 day

$ $$ $$$

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REDFAIRE Customization Analysis and Retrofit

DWS DIMENSIONS

DWS Dimension identifies precisely all the enhancements to your

system:

Custom objects, mods-to-standard and copies of standard

interrogated and sized by scanning each object’s code or

definition.

For enhancements and copies of standard, line-by-line

comparisons are made between your objects & standard JDE,

highlighting all differences from simple layout changes to

complex structural code changes.

Custom objects are sized in their entirety and an upgrade

estimate is then calculated

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Business Services

Portal

Direct Integrations

Maximizing

Inter-operability

With

JD Edwards

AIA Support

JD Edwards EnterpriseOne Flexible Integration Framework = Integration Optimization

Business Services – Web services

natively expose interfaces

Point to Point Integrations

XML Support

Java / COM / C++

EDI

Z-file

Real Time Events – Outbound

events to support business

processes across applications

BPEL / ESB Support – Standards-

based architecture to simplify the

complex problem of business

process integration

Oracle Data Integrator (ODI)

Portal Framework – WSRP

enables standards based integration

with portals

Real Time Events

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Business Services for JDE Connect. Integrate. Leverage.

Web Services Address Book

Inventory

Equipment

Fixed Assets

Foundation

Sales Order

Procurement

Financials

Customer

PO Receipt

Supplier Voucher Match

Accounts Payable

Capital Assets

Customer Service

Financial Compliance

Producers Address Book

Customer

Customer Service

Supplier Voucher Match

Sales Order

Requisite Self-Service

Time Entry

Engineering Change Order

Time Stamp

Projects

Consumers Expense Management

Procurement

Order Promising

Opportunities

Punch Out

PO Dispatch

Support Web Services

Consumers and Producers

Please see additional detail in appendices.

50+ 30+

25+

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7.

Pipes. Plumbing. Platforms.

Consider, Choose and Configure

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On Premise Options: Existing or New?

Existing Hardware New Hardware Advantages for Parallel Testing

Separation from Production Users

More Robust Rollback Strategy

Lower Costs

Resource Constraints

Limited Rollback

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REDFAIRE Platform as a Service – Cloud 9

100% 24X7 guaranteed up time (production)

Scalable ‘elastic’, true ‘Pay as you Go’ infrastructure, you can start the upgrade with no CAPEX and no delay.

Secure

Available for all Hardware platforms

Proven

Access to multi-lingual, worldwide professional technical and application support

100 Day Project Portal (service desk)

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8.

Data: Bits, Bytes & Megabytes

What to do with all that data

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Archive and Purge –

Key Business Questions

What are the real data

retention requirements

from the business

(business data owners)?

What about SOX and

FDA or other regulatory

requirements for data

retention?

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REDFAIRE Data Conversion – using ARCTOOLS

Established data conversion process ensuring that your data is accurately and safely migrated to the New Version Release.

ARCTOOLS archive and purge solution ensures that inactive production data can be easily archived before migration.

Migrate the Archive environment as a test run for Production

Multiple ‘Dry Run’ migrations will be incorporated into the upgrade strategy.

Data Integrity before and after the migration are incorporated into the Go-live process

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Data Analyzer for JD Edwards World

Partnered with DCSoftware, authors of ARCTOOLS/400™, to provide

visibility into data volumes in World database

Provides a picture of customer’s environment

Does not flag items to be purged

Assists customers to determine if purging is necessary

Reports Generated:

Analyze library and file sizes

Search for files in need of reorganization

Review major transaction file record counts by year

Summarize F0911 record counts by batch type

Downloadable from Plan tab on Upgrade Resource page

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9.

Test. Test. Test.

Testing.

Methodologies. Requirements. Automation.

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Testing Methodology Questions to Consider

How does your company currently capture testing

scenarios?

What testing occurs when patches are applied?

Hardware and OS patching / changes?

Patching of the middleware or client machines?

What testing occurs when customizations are

applied to base objects?

What functional tests are required to capture the

business critical processes?

What performance and scalability tests are needed to

guarantee good end user experiences and allow for

growth?

Does you company require FDA compliance?

Upgrade Testing Methodology

Unit

Testing

Integration

Testing

Performance

and Scalability

Testing

User

Acceptance

Testing

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REDFAIRE Testing – Using OATS

The REDFAIRE technical team are fully certified in Oracle’s Application Testing Suite ( OATS )

Upgrade testing can be automated by using (OATS) to limit business disruption from repetitive system testing

Testing can be carried out at multiple levels

Regression

Functional

Performance

OATS records each Test scenario allowing for multiple test runs during different phases in the Upgrade plan

REDFAIRE recommend performing the more complex, integration testing manually with specialized ERP testing resources

OATS

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10.

Train. Train. Train.

Training

Methodology. Resources. Products.

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The Tool: Oracle User Productivity Kit (UPK) Content Authoring Tool for the Complete Software Lifecycle

Documentation Pre-Built Content

User Guides

Business Processes

Test Scripts

Job Aids

JDE E1 9.0 21 modules

JDE W A9.2 24 modules

See it. Try it. Know it. Do it.

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Single recording produces multiple outputs for use

throughout the entire software lifecycle

Critical Assets for Knowledge Capitalization

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11.

Go Live

Ready. Set. Go! … to the Finish Line

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Start Next Upgrade Phase Planning and Activities

Do not wait 3 or 4 or 5 years.

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Merci!

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