© 2008 Oracle Corporation –Proprietary and · PDF file• Oracle Lease Management + ... • Enhanced documentation with BR100 styled reports ... EM Based Setup Management Application

© 2008 Oracle Corporation – Proprietary and Confidential


Accelerating Oracle E-Business Suite Implementations

with Oracle iSetup: A Customer Case Study

Judy Warfield

ERP Productivity Leader,

Energy Services, GE

Uma PrabhalaGroup Product Manager ATG, Oracle


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.

Safe Harbor Statement


Agenda

• iSetup

• Overview

• Use Cases

• Coverage

• Roadmap

• Resources

• GE Case Study

• Key Takeaways

• Related Sessions

• Q&A


<Insert Picture Here>

ERP Implementation Lifecycle


ERP Implementation Lifecycle

Installing Oracle E-Business Suite Pilot

Promote / Scale Pilot instance to Production

Go Live / Roll Out

Implementation

Data migration

Setup Data(one-time)

Master and Sub-master OU-specific Data(Incremental)

Transaction dataCountry-specific Data

(Incremental)

CRP System/Go-liveCRP - UAT

Data migration strategies are key to the success of an ERP implementation



iSetup: Product Overview


iSetupOverview

Setup Migration

•iSetup helps you migrate setup data from your source to target instance

Target CRP

Test

ProdDev

SourceCRP

Test

ProdDev

Comparison Reporting

Setup Documentation

•iSetup documents and compares setups across timelines and instances


Time

Risk

CostReduce

iSetup Key Features

Out-of-the-box migration templates

EnforceBusiness Validation

Orchestrates

functional

configuration

deployment

Enterprise WideRepository ofSnapshots

Comparison and

SnapshotReport

Custom Templateand Interface

Reports

iSetup


• Deployment reports

• Enhanced Filter support for APIs

• Enhanced API coverage

• Cascaded transformations

What’s New


Architecture: Migration

Target

BC4J

FND

BSO HRMS

HRMS

FINFIN

FND

FND

Repository

Snapshot

Extract

BC4J

FND

BSO HRMS

HRMS

FINFIN

FND

FND

Source

Transform Load

Snapshot


Architecture: Reporting

Extract Transform Load

BC4J

FND

BSO HRMS

HRMS

FINFIN

FND

FND

Source Target

BC4J

FND

BSO HRMS

HRMS

FINFIN

FND

FND

Repository

Report


Releases

• 11.5.10

• AZH – Minipack (5140723)

• AZH.DELTA.2 (7293818)

• R12

• R12.1 (Coming Soon)


• Data Migration:

• Setting up of a CRP instance

• Promoting setups from CRP through PROD

• Selective migration of setups (striped by Operating Units)

• Transforming and migrating setups (country or OU specific roll-outs)

• Reporting:

• Statutory Reporting

• Comparison Reporting

• BR 100 Reports

• Deployment Reports

• Best Practise Implementation Repository

• Repository of configuration snapshots (Gold copies)

• Industry best practise configuration snapshots

Business Use Cases



iSetup: Functional Coverage


Migration Templates - 11i.AZ.H+

• Generic Selection Sets:

• General Foundation

• Product Foundation

• Oracle Financials Setup

• Organization Structure Setups

• Discrete Mfg. and Distribution Setups

• Payroll Element (HRMS Workbench Pack)

• Australian Leave Liability (HRMS Workbench Pack)

• Operational Selection Sets:

• Suppliers

• Customers

• Receivables Tax Codes and Rates

• Employees

• Independent Selection Sets:

• Set of Books

• Chart of Accounts

• Accounting Calendars

• Currencies

• Daily Rates

• Bank and Bank Accounts

• Financials Operating Unit Level

Setup

• Profile Options


Migration Templates - R12.0.4





• Financials Operating Unit Level Setup



• Payroll Element

• Australian Leave Liability

• Profitability Manager Setups +

• Transfer Pricing Setups +

• Workflow Definitions +

• Workflow Business Event System Objects +

• XML Publisher +

• OA Personalization +


• Daily Rates

• Profile Options


• Suppliers

• Employees

• Other products:

• Oracle Healthcare +

+ indicates new Selection Sets


Migration Templates - R12.1





• Financials Operating Unit Level Setup



• Payroll Element

• Australian Leave Liability

• Profitability Manager Setups

• Transfer Pricing Setups

• Projects +

• Oracle Lease Management +


• Daily Rates

• Profile Options

• Workflow Definitions

• Workflow Business Event

System Objects

• XML Publisher

• OA Personalization


• Suppliers

• Employees

• Other products:

• Oracle Healthcare

+ indicates new Selection Sets



iSetup: Product Roadmap


Product Roadmap

• E-Business Suite Release 12.1

• Pack for Change Management

• GRC Integration


EBS Release 12.1

• Enhanced documentation with BR100 styled reports

• Improved Load logging with record level metrics

• Extended with custom selection sets

• Registering Custom interfaces (Loader, Java, Services)

• Classified Selection Set Templates as per implementation

projects


EM Based Setup Management

Application

Management

Pack

Centralized ManagementManage single / multiple Oracle E-Business Suite

systems from a single console

Proactive MonitoringProactively monitor Infrastructure and End User

experience through Service Level Management

Automated HOT CloningAutomatically Clone Oracle E-Business Suite

systems through Clone Dashboard in HOT Mode

Customization ManagementAutomate packaging, deployment, migration of

customizations across Oracle E-Business Suite instances

Patch AutomationUI based impact analysis and deployment of patch

across EBS instance from a single console

Functional Setup Management

Manage, transport and document changes in functional

setups across Oracle E-Business Suite instances

Pack for Change

Management


• Leverage EM

capabilities

• Integrate iSetup into

Enterprise

Manager/Management

Pack framework

• More efficient load

process

• More streamlined,

reusable process (ie

packages)

• Faster compilation of

complex loads

• Simultaneous multi-node

deployment

• Ability to construct

complex, reusable, multi-

source, multi-load

projects

• Ability to share extracts

• Ability to perform loads

across different “dot”

releases

• Instance Scheduling and

Synchronization

EM Based Setup Management

KEYFEATURES

KEYFEATURES

PROJECTGOALS

PROJECTGOALS

BUSINESSBENEFITSBUSINESSBENEFITS


GRC Controls Suite

Reporting KRI & AlertsDashboards

GRC Intelligence

Custom or Legacy Applications

Fusion Middleware for GRC

Change

MgmtDigital

Rights

Data

SecurityIdentity

Mgmt Records

Mgmt

AuditManagement

AssessmentIssue &

Remediation

Event &

Loss Mgmt

GRC Manager

Transaction

ControlsAccess

Controls

Preventive

Controls

Configuration Controls Governor

� Monitor critical configuration settings and operational data

� Find and interpret variances from policies and best practices

� Document and analyze configurations

Configuration

Controls

Oracle’s GRC Applications



Customer Resources


iSetup Forum

• Objective : To reach out to the Oracle iSetup customer base

and establish a formal channel of communication and

interaction

• forums.oracle.com: Technology - LCM: Oracle iSetup

• iSetup Customer Referenceability


SEESEE ITIT TRY ITTRY IT KNOW ITKNOW IT DO ITDO ITUser User

ModesModes

Applications Technology

Applications Mgmt Pack

• Installing and Setting Up

• Cloning

• Data Scrambling

• Service Level Monitoring

Form Personalization• Installing and Setting Up

• Basic, Intermediate, and Advanced

Personalizations

PLUS:

Financials

HRMS

Manufacturing

Distribution

Procurement

Projects

Over 1,575 PreOver 1,575 Pre--delivered delivered

TopicsTopics

Self-Running Demo Interactive Simulation Testing for Competence Context-Sensitive Help

Drive Greater End User Productivity Pre-Built

End-User Documentation

iSetup

• Instance Maps

• Selection Sets

• Extracts

• Transforms

• Loads

• Standard and Comparison Reports



iSetup at GE Energy

29 /

GE /

September 30, 2008

Introduction

Judy Warfield

[email protected]

ERP Productivity Leader

Energy Services, Senior Finance/IT Manager

30 /

GE /

September 30, 2008

GE Lean iSetup Project

“GE reduced the overall cycle time of

setting up a new instance by about 87%

and cut 80% of the time required to

compare instance setups with iSetup.

The iSetup toolset increased

productivity for the entire project team”.

31 /

GE /

September 30, 2008

• Power Services – Supports Industrial Turbine Power

Plants around the world

• Has offices located in approximately 102 countries

• Offices are typically Field Services Support Offices

• Implementing Oracle 11.5.10 in all offices globally

• Rolling out in several countries at each release

including GL, AR, AP, PA, FS/CRM, FA, PO, INV

• Each release may contain a new SOB (set of books)

and several operating units

BackgroundGE Energy, Power Services

32 /

GE /

September 30, 2008

Development Integrated Test Production

Minimal Setups

Keyed in for

Development and

Basic Testing

All Key setups

Keyed in for full

Integrated End to

End Testing

All new setups

Keyed into

Production for

new functionality

User Acceptance Test

All Key setups

Keyed in for full

User End to End

Testing

o Keying Errors

o Missing Setups

o Manual and Keying Intense

o Requires High Knowledge Resources

o Frustration due to repeating almost the

same setups for each release manually

The Process

BackgroundImplementation Steps

33 /

GE /

September 30, 2008

• Next Steps

• Segregate setups in three categories, Global, Master & Local (Operating

Unit/organization-specific).

• Analyze Benefits

• Develop a future Process to allow setups to be done in advance of

releases

• Refine the setup/instance change management process

• Evaluate the capability of the iSetup toolset by migrating setups for

existing ERP countries….determine the baseline time.

• Build a migration process based on Selection sets and other tools (for

modules not supported by iSetup.

• Develop consolidated BR-100 (setup documents) for each module for all

countries

BackgroundStrategy

34 /

GE /

September 30, 2008

GE Best PracticeSetup Management for Single Instance Rollouts

• Identify each modules “master” setups – once set>>never changed

• Identify each modules “global” setups – Set for the entire instance one time

• Identify each modules “Local OU” setups – required for each new OU

• Identify each Inv Org Setups – required for each new Inv Org

• Identify the flexibility of the setup and dependencies – can the set be

changed or not, are their successor setup dependencies?

• Identify the critical path timing for the setup to be 100% correct

• Identify the impact/risk of changing the setup during the test/release cycle

35 /

GE /

September 30, 2008

Application Codes

1- Set the level of the Setup and association to the business process

I - This/These values are at the instance level and are setup only once for all instance processes

IX - This/These values are at the instance level and can be appended as needed for the business process

O - This/These values are the same for ALL OUs and processes use the same setup

OX - This/These values are different by OU depending on the business process

G - This/These values are the same for all INV Org level and processes all use this same setup

GX - This/These values are different by INV Org depending on the business process

S - This/These values are the same for all SOBs and the processes in all SOBs use this setup

SX - This/These values are different for all SOBs depending on the country's process

R - This/These values are the same for all Responsibilities and all processes performed with this responsibility will use this setup

RX - This/These values are different for each responsibility depending on the responsibility

U - This/These values are the same for all USERs and the user processes will all use this setup

UX - This/These values are different for each user depending on the process for the user

V - Seeded Value comes from Oracle, cannot be changed

2- Set the status of the setup

NC - Non-changeable, changing this setup would require require a solution change

SC - Semi-changeable, can be changed only by end dating and will still appear in a LOV and is usually changed for each business/OU/Process

C - Changeable by unchecking or changing the value, may still appear in LOV and is usually changed for each business/OU/Process

Examples of Naming:V_NC - Seeded Oracle value and is not changeable

Code Definitions

iSetup Lean ProjectThe Consolidated BR100

36 /

GE /

September 30, 2008

When Needed

IS - This setup is needed when we do initial setups for the OU

SD - This setup is needed to complete design of a RICE component prior to SIT Setups

TD - This setup is required before SIT testing can be done

UD - The setup is required before UAT testing can be done

GO - This setup is required before Go-Live cutover

PG - This setup can be added post-go-live (anytime)

Process Codes

1- Set the level of the Setup

I - This/These values are set at the instance, business unit, or site level and will affect the entire instance

O - This/These values are set at the OU level and will ONLY affect the OU

G - This/These values are set at the INV Org level and will ONLY affect the INV Org

S - This/These values are set at the SOB level and will ONLY affect the SOB

R - This/These values are set at the Responsibility level and will ONLY affect the Responsibility

U - This/These values are set at the User level and will ONLY affect the User

V - Seeded Value comes from Oracle, cannot be changed

2- Set the status of the setup

NC - Non-changeable, cannot be end dated, cannot be changed once saved

NCE- Non-changeable, cannot be end dated, or updated at any time once transactions are made using this value

SC - Semi-changeable, can be changed only by end dating and will still appear in a LOV

C - Changeable by unchecking or changing the value, may still appear in LOV

Examples of Naming:

V_NC - Seeded Oracle value and is not changeable

R_SC - Responsibility Level setup and is Semi-changeable, can be end dated and will still appear in the LOV

Code Definitions

iSetup Lean ProjectThe Consolidated BR100

37 /

GE /

September 30, 2008

iSetup Lean ProjectThe Consolidated BR100 – Global, Master, Local

38 /

GE /

September 30, 2008

iSetup Lean ProjectSelection Sets – What can iSetup Do?

39 /

GE /

September 30, 2008

• Applicable tool to use for a setup

• iSetup selection set to be used (for iSetup)

• Exact Sequence

• Oracle Module Name

• Extract/Load Time typically < 30 min

• Setup Owner

iSetup Lean ProjectMigration Plan

40 /

GE /

September 30, 2008

iSetup Lean ProjectSetup Comparison Reports - ’s are Clear!

41 /

GE /

September 30, 2008

iSetup Lean ProjectTiming Analysis – without iSetup

18 HoursPA Setups

•100% manual

•Takes about 5 days

•100 man hours (when required)

Comparing setups

between instances

ST and email to begin next

steps

Consulting team

communicating setup

completions via

10, Release 4 = 12QC issues created for

setup issues in Release 2

4 – 6 hoursBR100 Creation/Update

Person Time estimated

500 Man Hours(2.5 Instances * 200 Man Hours (5

persons x 40 hours)


(past 1 week for setups)

339.4 Hrs (98.6 + 242.8) / 28

Days Setup Total Cycle Time

42 /

GE /

September 30, 2008

iSetup BR100 Change Control Process

Conversion

Team

CMF Interface

Process Leads

CCB

Project Team/

Consultants

Fast Provide Latest

Current Release

BR100 to Project

Team

Document Setups*

in BR100 – follow

iSetup format

Enter the

approved setups

into Pluto

Define Setups* for

BR100s until Final

Setup Release is

CompletedProject Setups

BR100

Approved?

CMF Run Done

for Pluto?

Complete

Customer Setups

in Pluto

Move Setups to

Prod?

Will FAST

Support

Setups?

Hand-off BR100

with all Prod Setup

changes to FAST

and KT as needed

BR150

ProcessNo

Yes

Yes

No No

Yes

Yes

KT Complete

for BR100

changes?

Support ProcessYes

No

YesApproved Prod

BR100

Changes?

Enter the

Approved setups

into Pluto and

Production

Approve BR100

Changes & ensure

Prod and Project

Changes are

consolidated

No

Consolicate Prod

Setup chnages as

rqeuired into Proj

BR100

SIT Required?

NO

Yes

No

Quality

Center Test

Process

Prod

BR100

FAST

Process

Yes

Yes

No

The “Define” of Setups will go through

several cycles in Pluto – each cycle

must go through the same process

1. Initial setups – usually for CMF

2. Basic status setups for an OU

3. Initial release specific setups

4. Full release specific setups

5. Final release specific setups

Future Release

Initial Setups*

known?

Move Pluto setups

to Prod

Setup

Migration

Process

(iSetup,

DataLoader

, Manual)

iSetup Development

43 /

GE /

September 30, 2008

Gold

iSetup/Code Migration Change Control Management Process

Project Train

Production Instances

Production Support

Instances

Code

Code

Auto

Manual

Code – During Project

SIT/UAT Cycles

Move code

through all

business

instances per

change

control

Process

QA/SIT

0 100%

Move code

through all

business

instances per

change

control

Process

DEV

Code UAT(optional, can be same as

QA/SIT )

Setups

PLUTO (GOLD)

Business

iSetup Instance

Setups

DEVCode

Code

Setups

QA/SIT

Setups

ProductionInitial Setups - Manual

iSetup CC

Process

iSetup Lean ProjectInstance Strategy

44 /

GE /

September 30, 2008

• Maintain Future release setups in Pluto (Gold) for all confirmed

setups for all 102 countries and associated OUs

• Keep existing production setups in Pluto (Gold) in Sync with the

transactions instance “Charlie”

• Maintain Project “next release” setups in Pluto (Gold) for 100%

confirmed setups for the next release

• Use the iSetup codes for flexibility to decide if setups that are not

100% confirmed to determine if the setup can be added to Pluto or

added only in Develop or Integration Test until 100% confirmed.

iSetup Lean ProjectSetup Maintenance – Future Roll-out Strategy

45 /

GE /

September 30, 2008

iSetup Lean ProjectUsing iSetup – Benefits & ROI

18 HoursPA Setups

•100% manual

•Takes about 5 days

•100 man hours (when required)

Comparing setups

between instances

ST and email

to begin next steps

Consulting team

communicating setup

completions via

Rel. 2 -10, Rel. 4 = 12QC issues created for

setup issues

4 – 6 hoursBR100 Creation/Update


500 Man Hours(2.5 Instances * 200 Man Hours (5

persons x 40 hours)


(past 1 week for setups)

339.4 Hrs (98.6 + 242.8)

/ 28 Days Setup Total Cycle Time

Improvements

87%

27%

33%

100%

Good Process Improvement

80%

26 Hrs

365 Man Hours165 hours *2.5 Instances

1 - 2 Hrs

0

One Central Process and Migration plan

Fully Automated2 day cycle time

Completed in 20hrs

18 Hours

Using iSetup

46 /

GE /

September 30, 2008

• iSetup Limited Scope (no PA, no FS)

• No Transformation Functionality

• No significant Impact on critical Path for Power

Services ERP release as PA module is on

critical path

• Keeping Pluto (Gold) in Sync with production

• Knowing iSetup Oracle focus moving to R12

iSetup Lean ProjectChallenges

47 /

GE /

September 30, 2008

• iSetup Enhancement Requests w/Oracle

• Pluto (Gold) Instance now Production

“Lite”

• Using 3rd Party tools to load setups

• Adoption of iSetup across GE Energy

iSetup Lean ProjectNext Steps



Key Takeaways


Key Takeaways

• iSetup is the key functional data migration strategy for Oracle E-Business Suite customers

• iSetup helps improve the quality of EBS implementations• Automating the migration, reporting process

• Reducing the time required for roll outs

• Directive for iSetup is to invest in :• Enhancing Functional coverage (across EBS modules)

• Centralizing Setup management (from EMGC)

• Integrating Richer Functionality (for GRC)


Related Sessions


Related Sessions: ATG

ThursdaySeptember 25, 2008

12.00 Managing Oracle E-Business Suite Customizations and Patches, using Oracle Enterprise ManagerUma Prabhala, OracleMoscone West 2005

13.30 Opening Up Oracle Application Framework Applications through Web Services and Portlets Ramkumar Sekar, OracleMoscone West 2005

13.30 Understanding the Oracle Diagnostics Security Model and Support for Custom Responsibility Angelo Rosado, OracleMoscone West 2007


Demogrounds

• Oracle Applications Management Pack for Oracle E-Business Suite

• Oracle iSetup and Oracle Diagnostics Framework

• Oracle E-Business Suite Cloning Techniques

• Native Service Enablement of Oracle E-Business Suite

• Integration Repository and E-Business Suite Adapter

• Oracle SOA Suite for Oracle E-Business Suite

• The Next-Generation Semantic Search Experience

• Design and Develop New Searchable Objects, Using the Search Modeler

• Powered by Oracle Enterprise Search

• Extract Portlets from Oracle OAF Applications

• Generate, Test, Deploy, and Integrate Web Services

• Desktop Integrators Using Oracle Web Applications Desktop Integrator

Oracle Secure Enterprise SearchPod K26

E-Business Suite Lifecycle Management

Web Services / Portlets in Oracle OAFPod K25

SOA Enablement of E-Business SuitePod K24Pod K30


Q U E S T I O N SQ U E S T I O N S

A N S W E R SA N S W E R S



Appendix


Lifecycle ManagementOverview

• End-to-end application ownership

experience for IT

• Managing the Oracle E-Business

Suite through its lifecycle

• Implement to deliver business

functions and flows

• Manage and maintain to ensure

business service levels

• Upgrade to meet evolving

business needs


LCM: Products

Oracle Diagnostics

Oracle Applications

ManageriSetup

Rapid

Install / Clone

Applications DBA

Utilities

Application

Management Pack

Patch Wizard


iSetup Best Practices - Foundation Implementation

Foundation

1

Filte

r

2

Choose objects for migration


1b. Product Foundation

1a. General Foundation

iSetup Best Practices - Financials Implementation

1

2a 2b


iSetup Best Practices - HRMS Implementation

General Foundation 1

2 Product Foundation

3a Organization Structure setup 3b Payroll Elements

4a Employees


iSetup Best Practices - Manufacturing

Implementation

General Foundation 1

2 Product Foundation

3a Organization Structure setup

4a Employees

4a Financials setup (Optional)

4a Discrete Mfg. & Distribution setup


Deployment Report


Deployment Report


Selection Set Templates Classification


Custom Selection Set

Choose data object for the selection set

Override Load Sequence


Report LayoutsBR 100 Styled Report


Strategic Direction - CCG and iSetup

Configuration Controls Governor

• Enhance existing functionality

• Provide new functionality for:

• Authoring Policies

• Analyzing & Remediating Conflicts

• Enforcing Controls

iSetup

• Enhance existing functionality for:

• Broader out-of-the-box coverage of Selection Sets

• Improved filtering and transformation capabilities

• Better reporting and logging capabilities

• Enhanced support for custom selection sets

• Integration into Enterprise Manager

Documents

© 2008 Oracle Corporation –Proprietary and · PDF file• Oracle Lease Management + ... • Enhanced documentation with BR100 styled reports ... EM Based Setup Management Application