1 Maintenance Wizard NorCal OAUG Training Day – January 17, 2008 David Warhoe Customer Support Manager Customer Support Education

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Maintenance WizardNorCal OAUG Training Day – January 17, 2008David WarhoeCustomer Support ManagerCustomer Support Education

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Agenda

• Db 9.2 and Lifetime Support Policy• Maintenance Wizard Defined• Key Features and Benefits• Demonstration: Usage• Benefit Recap: Capabilities• Version 2.x• Technical Aspects• Reference Documentation• Demonstration: MetaLink• Support Procedure• Customer Support Management Team• Q&A

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Oracle Database Releases

Release GA Gate Premier Support Ends

Extended Support Ends

Sustaining Support Ends

DB 9.2 Jul 2002 Jul 2007 Jul 2010 Indefinite

DB 10.1 Jan 2004 Jan 2009 Jan 2012 Indefinite

DB 10.2 Jul 2005 Jul 2010 Jul 2013 Indefinite

Typ

e o

f S

up

po

rt

Years

Primary Error Correction Support

Extended Maintenance

Extended AssistanceBEFORE

2 options

Same Cost

Extra Cost

3 4 5 6 8 9 11 12 13 14

July

'10Years

3 years w/extra cost1st year fees waived

Sustaining Support

Extended Support

Premier Support

July

'07

Lifetime Support Policy db 9.2

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DB 9.2 Extended Support Details

• Extended Support fee waived for period Aug 1st, 2007 to Jul 31st, 2008.

• Access to Fixes and Critical Patch Updates (CPUs) during the first year of Extended Support at no additional cost.

- CPUs will be offered only to customers with ES license.

• 20% extra support fees in years 2/3.

• Patch Set 9.2.0.8 will be the last patch set available for Oracle9i Database Release 9.2.

• Effective August 1, 2007 all CPUs and Fixes will be created against the 9.2.0.8 code line.

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10g Upgrade Companion

• Intended to help you with upgrading from 9i to 10g. • It is not an automated tool but rather seeks to provide

guidance on pre-upgrade, upgrade, and post-upgrade steps.

• Is not a replacement of the 10g Upgrade Guide. It is strongly recommended that you read the 10g Upgrade Guide in addition to using this companion doc.

• Updated as new content becomes available.

• Accessed from Metalink with Note# 466181.1

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10g Upgrade Companion

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Maintenance WizardDefined

Maintenance Wizard is a self-service tool that guides customers in a methodical and repeatable way through the upgrade process.

It is provided FREE for Oracle Applications customers who have a standard Product Services contract with Oracle.

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Maintenance Wizard Key Features and Benefits

• Overall complete upgrade process management• Step by step assistance through the upgrade process• Step automation and customization• Critical patch identification to prevent accidental omission

• Applications upgrade specifics• Full TUMS integration• Automated analysis of patch levels and dynamic

reconfiguration of required steps • Automated determination of steps based on products

installed and versions

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Maintenance Wizard Key Features and Benefits

• Database upgrade specifics• Includes all steps that must be run before and after

the execution of the DBUA (for example, converting from using rollback segments to using System Managed Undo and gathering schema statistics)

• Keeps everything in one place and prevents having to jump from document to document to complete the DB upgrade

• Includes the interoperability steps necessary to have 11i operate property with the new version of the database

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Oracle Application and/or Database Upgrade

•Maintenance Pack Assistant 11.5.10–11.5.3+ customers to 11.5.10.2

•Upgrade Assistant 11.5.10–10.7 or 11.0 customers to 11.5.10.2

•Upgrade Assistant 11.5.9 –10.7 or 11.0 customers to 11.5.9

•Applications Database Upgrade Assistant 9i–8i Apps database customers to 9i

•Applications Database Upgrade Assistant 10g–8i or 9i Apps database customers to 10g

•Upgrade Assistant R12 (available now)–11i to R12

Features At A Glance

Live Patching

Customizable

Step Logging

Multi-User

Multi-Project

Multi-System

Secured Remote Access

Multi-Tier Platform

Multi-Components

Maintenance Wizard Capabilities

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•Sun Solaris

•HP

•AIX

•Linux

•TRU-64


Live Patching

Customizable

Step Logging

Multi-User

Multi-Project

Multi-System


Multi-Tier Platform

Multi-Components


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•Remote Shell (RSH)

•Secured Shell (SSH)


Live Patching

Customizable

Step Logging

Multi-User

Multi-Project

Multi-System


Multi-Tier Platform

Multi-Components


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Multiple configurations can be

defined, representing:

•Production environments

•Test systems

•Development systems


Live Patching

Customizable

Step Logging

Multi-User

Multi-Project

Multi-System


Multi-Tier Platform

Multi-Components


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•Test Upgrade

•Test Apps/DB Upgrade

•Production Upgrade


Live Patching

Customizable

Step Logging

Multi-User

Multi-Project

Multi-System


Multi-Tier Platform

Multi-Components


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Roles:

• System Administrator

• Project Administrator

• Engineer


Live Patching

Customizable

Step Logging

Multi-User

Multi-Project

Multi-System


Multi-Tier Platform

Multi-Components


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•Steps can be automated

•Log record for each step

•Progress Report

•Historical Data

•Timing Report


Live Patching

Customizable

Step Logging

Multi-User

Multi-Project

Multi-System


Multi-Tier Platform

Multi-Components


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•Customizable

•Add steps based on requirements

•Can be automated as well


Live Patching

Customizable

Step Logging

Multi-User

Multi-Project

Multi-System


Multi-Tier Platform

Multi-Components


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•Automatic LivePatch from MetaLink

•Live Update project by project or all

•Refresh instance from another instance


Live Patching

Customizable

Step Logging

Multi-User

Multi-Project

Multi-System


Multi-Tier Platform

Multi-Components


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Maintenance Wizard

USAGE DEMONSTRATION

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Maintenance Wizard Sysadmin

System Admin – Configuration Tasks

• Define Customers and Projects

• Update Maintenance Wizard Versions

• Project and User Reports

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Maintenance Wizard Sysadmin

System Admin – User Admin Tasks

• Add and Edit Users

• Assign Project and System Admins

• View Users

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Maintenance Wizard Project Admin

Project Admin – Define Nodes

• Add Nodes to be upgraded

• Can do manually, copy from existing project or read from AutoConfig file

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Project Admin – Define Nodes

• Configuration Complete message when Nodes are all defined properly

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Project Admin – Assign Engineers

• Assign Engineers to Project Steps to be completed by the Engineer

• Can assign Development (Customization), OS Command Access and SQL Query Access

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Project Admin – Reports

• Can Monitor Logins by others using the system

• Also have reports to view Node Configurations and Engineer Assignments

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Maintenance Wizard Engineer

Engineer - Process Steps

• Engineer sees steps assigned to them, in the order in which they should be completed

• Comments, Audit/Log files attached to each step

• Easy to understand icons to show each step’s status

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Engineer - Process Steps – Help Links

• Maintenance Wizard Overview

• Oracle Applications User Guide

• Release Notes

• Maintenance Procedures

• Maintenance Utilities

• Feedback mechanism to Oracle on the Maintenance Wizard product itself

• Maintenance Wizard Forum

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Engineer - Utilities – Trouble Shooting Help

•Metalink Search for Known Issues

•Access E-Business Suite Diagnostics to verify Setups

•Support Collection Templates to help reduce Resolution Times when logging a Service Request via MetaLink

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Engineer - Utilities

• Run SQL Commands directly from the Maintenance Wizard tool

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Engineer - Utilities

• Run OS Commands directly from the Maintenance Wizard tool

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Engineer - Customize

• Add to the Project Plan at any level – Categories to Steps

• Can add Scripts to be run when executing Steps

• Custom Steps can be saved in the plan and reused in future upgrades (I.E. Upgrade Test Instance, then Upgrade Production)

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Upgrade Procedure Hierarchy• All maintenance procedures are organized into a

hierarchy of categories, product families, tasks, steps, and substeps:• Categories represent major groupings of tasks and steps that

must be completed during the project. These categories often correspond to chapters in the source documentation.

• Product Families are broad groupings of tasks and steps related to a particular category of the project. Typically, Product Families relate to groups of related products or aspects of the project such as Database Upgrade steps .

• Tasks are specific groupings of related activities, often associated to a specific Applications module.

• Steps are the actions that must be completed during the project. Each step includes one or more of the following substeps:

1.Setup2.Execute (always present)3.Validate

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Version 2.x• Path to upgrade Apps to R12 and Apps Database to

10g• Runs on RDBMS and iAS 10g• Easier project setup using AutoConfig data• Enhanced audit screen• Multiple System Administrators permitted• Multiple Project Administrators permitted• New integrated troubleshooting screens• Access to E-Biz Suite Diagnostics from tool

• New Search of MetaLink for Knowledge Base updates• Support Collection Templates for Service Requests

• Remote SQL and O/S access via MW• Currently Available via MetaLink

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Maintenance WizardRelease Overview

Five Upgrade Paths Available1. Upgrade Asst 11.5.92. Upgrade Asst 11.5.103. Maint Pack Asst 11.5.104. Apps DB Upgrade 9i5. Apps DB Upgrade 10g

Must set up a 9i ORACLE_HOME for use by the RDBMS and iAS

Apps Upgrade to 11i

DB Upgrade to 9i or 10g

Release 1.XCurrently Available

Two Upgrade Paths Available1. Upgrade Asst R122. Apps DB Upgrade 10g

Must set up 2 10G Oracle Homes One for use by RDBMS and separate one for iAS

Upgrade to Release 12

DB Upgrade to 10g

Release 2. XCurrently Available

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Maintenance WizardInstallation

• Set up a shell. You must set up either remote shell (rsh/remsh) or secured shell (ssh). The tool will not work without having at least one of these shells successfully configured.

• For release 1.x, Install a new standalone Oracle 9i ORACLE_HOME for use by the Maintenance Wizard.

• The Maintenance Wizard version 1.x requires Oracle RDBMS 9i with iAS (9.2.0.6). This is the ONLY VERSION of the RDBMS which is certified to work with the MW. In addition, we recommend that you do not attempt to "re-use" an existing 9i database.

• For release 2.x , Install a new standalone Oracle 10g ORACLE_HOME for use by the Maintenance Wizard.

• The Maintenance Wizard version 2.x requires a 10g Oracle_Home for RDBMS and iAS (Two Separate Oracle Homes)

NOTE: You CANNOT use the same database that the Applications are running in. The tool must be installed in a separate database from the Applications.

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Maintenance WizardInstallation

• Download and install the latest version of the FULL Maintenance Wizard from Note 215527.1.

• Download and install the latest version of LIVEPATCH from Note 215527.1.

• Complete details are described in note 292981.1

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Maintenance WizardReference Documentation

Maintenance Wizard User

Guide

How to Install the

Maintenance Wizard

How to Perform a LivePatch

Maintenance Wizard FAQ

Maintenance Wizard

Scripting Language

Master Reference List for Maintenance Wizard Note 215527.1

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Guide

How to Install the

Maintenance Wizard



Maintenance Wizard

Scripting Language

Document describing how to set up and

use Maintenance

Wizard


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Guide

How to Install the

Maintenance Wizard



Maintenance Wizard

Scripting Language


use Maintenance

Wizard

Detailed instructions on how to install Maintenance

Wizard

Detailed instructions how

to execute Support

Diagnostics

Solutions to known issues

and answers to frequently

asked questions


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Guide

How to Install the

Maintenance Wizard



Maintenance Wizard

Scripting Language


use Maintenance

Wizard


Wizard


to upgrade current version of Maintenance

Wizard via LivePatch


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Guide

How to Install the

Maintenance Wizard



Maintenance Wizard

Scripting Language


use Maintenance

Wizard


Wizard





and answers to frequently asked

questions


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Guide

How to Install the

Maintenance Wizard



Maintenance Wizard

Scripting Language


use Maintenance

Wizard


Wizard





and answers to frequently asked

questions

Description of scripting

variables and guidelines to

create and edit your own

scripts


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Maintenance Wizard

METALINK DEMONSTRATION

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Maintenance Wizard MetaLink

MetaLink - Navigation

• Knowledge Tab

• Knowledge Browser

• Maintenance Wizard under Tools and Training

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MetaLink – Installation Instructions

• Overview and Downloads

• Step By Step Installation Instructions

• Maintenance Wizard User Guide Link

• FAQ

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Above: Maintenance Wizard FAQ - Constantly Being Updated

Below: Links to the Maintenance Wizard Forum and Feedback

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Maintenance WizardSupport Procedure

• Maintenance Wizard is supported the same way as any other Oracle product

• In case of any installation / execution issue, log a Service Request:

• Product = Maintenance Wizard

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For More Information

http://search.oracle.com

Maintenance Wizard

or

oracle.com

Maintenance Wizard Forum

http://forums.oracle.com/forums/forum.jspa?forumID=351

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CSM Outbound Team

Delivery Options• One-on-one customer meetings and web casts• Support web casts – targeting a core customer audience• Regularly scheduled free internet seminars• Regional Support Education Workshops• User Groups, SIGs, RUGs, etc.

Value to you

Following attendance at one of our presentations, customers have experienced, on average:

• Up to a 40% reduction in volume of new Service Requests• As much as a 70% reduction in issues requiring further

escalation• A 10% increase in overall Customer Satisfaction

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Contact the Customer SupportManagement team for FREE!

training on Maintenance Wizard and other

invaluable support tools

Email:

[email protected]

http://blogs.oracle.com/Support/

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AQ&

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Documents

1 Maintenance Wizard NorCal OAUG Training Day – January 17, 2008 David Warhoe Customer Support Manager Customer Support Education