How SWIFT is your EBS Environment? Using Automation Tools to Get from 11.5.x to R12 ©2008, FMT Systems Inc. All rights reserved

How SWIFT is your EBS Environment?

Using Automation Toolsto Get from 11.5.x to R12

©2008, FMT Systems Inc. All rights reserved.

Business Process

Business Process Transformation

Process Education/ Application Training

Process Metrics/ Business Intelligence

About FMT Systems Inc.


About FMT Systems Inc.

Services

Project/Program management

Business process re-engineering and transformationCommunications strategies and rollouts

Training material developmentTraining delivery (project team and end user)

Business intelligence readiness assessmentsBusiness intelligence solution recommendations

Business Process Automation Tools


Reverse from 11.5.x

To Release 12 - Using the SWIFTSuite Tools


STEP 1: Install the software

Download REVERSE from the download site and install on a local PC connected to the client’s network

“TEST”


STEP 2: Get connected and Extract

• Connect REVERSE to the Oracle Apps Instance – please follow the instructions as there is a SQL script to be run BEFORE proceeding and an environment file to be created with the server connection details.

• Then select the OPERATING UNIT and START“TEST”

Excel sheets in BR100 format – to be loaded to KB


STEP 3: Import to the Knowledgebase

Reversed Data


STEP 4: Access configurations using the tool

Reversed Data

ConfiguratorCompare and highlight

differences Consulting to make the necessary changes for

Release 12


STEP 5: Build the package and inject

Injection Package

Step 6


Master Data


REVERSE will extract various types of MASTER DATA, BALANCES and OPEN TRANSACTIONS

Because the tool uses INJECTION TECHNOLOGY it

is not restricted to the open interfaces and API’s that

Oracle providex. Thus it is possible to transfer ANY type of data into the Oracle system

SWIFT Suite


The tools you have seen are part of a Suite – lets have a brief look at what other things these

tools can do.

Intelligent Automation


High level Introduction


Automate Almost any Application that is UNIX server based

Inject configurations and data into any HTML screens




Inject configurations and data into any HTML screens

Inject configurations and data into any ORACLE FORMS




Automate any Server Tasks Installation Maintenance Deployment Backup

NB – Command line commands




MIGRATEMIGRATECONFIGURATORCONFIGURATORREVERSEREVERSEREVERSEREVERSE

SWIFTSuite IA EngineSWIFTSuite IA Engine

DataCartridges

Oracle

11i

Oracle

R12

Custom

Others

Application ServerCartridges

Oracle

11i

Oracle

R12Custom

Others

Custom

Others

ClientCartridges

Oracle

11i

Oracle

R12

ARCHITECTUREKnowledge

Modules


KNOWLEDGE MODULES

Consist of Inventory Navigation Scenarios Configuration Data Menus

New Modules of Knowledge can be prepared and plugged in with NO PROGRAMMING REQUIREDExisting knowledge modules exist for

Oracle E-Business Suite 11i Oracle E-Business Suite Release 12



KNOWLEDGE MODULESConsist of Inventory Navigation Scenarios Configuration Data Menus

New Modules of Knowledge can be prepared and plugged in with NO PROGRAMMING REQUIRED Existing knowledge modules exist for


Details of each field on the screen is entered into MS-EXCEL






Details of how to navigate through each screen is entered into MS-EXCEL






Details of the sequence to process each screen is entered into MS-EXCEL






The data to be entered into each screen can be entered online into

CONFIGURATOR or OFFLINE into MS-EXCEL




New Modules of Knowledge can be prepared and plugged in with NO PROGRAMMING REQUIRED Existing knowledge modulesexist for


The menu structures you want to maintain the system via can be entered

into MS-EXCEL



KNOWLEDGE MODULES

Consist ofInventoryNavigationScenariosConfiguration DataMenus



All of this information is then imported into SWIFTSuite. The IA engine will then

automate the rest.


Knowledge Module - Oracle EBS

Key Features• Products for the entire lifecycle • Build a new standard release 12 instance with your

organization structure and COA• Automate the creation of CRP, SIT, UAT and Training

environments• Setup new operating units in hours• Extract 11i configurations and produce a BR100 report• Compare configurations from multiple environments• Data migration • Version control


How Can the Tools Help Me?

• A knowledgebase of your configurations

• Produce a BR100 at any time

• Maintain the configurations

• Maintain the original instance with configuration changes

• Maintain the original instance with new patches

• Use the configurations to form an industry or company standard template

• Inject the configurations into any new Oracle Instance in hours


How Can the Tools Help Me?

• Build upon the knowledge over time and improve the value of the configurations

– new business needs (Mergers and acquisitions)

– new Oracle modules coming into the suite

– company specific knowledge

– Business flow diagrams

• Enables the use of the other tools for all the phases of the lifecycle such as :

– Configure

– Migrate

– Build

– PatchManager


PRODUCTS


Installation

Configuration Setup

Configuration Changes

Generation

Data Migration

Version Control

Technical

Business Needs

Configurations

Patches

SeamlessMigration

CONCEPT

DESIGN

BUILD

IMPLEMENT

SERVICE

DISPOSAL ANDMIGRATION TO NEW SYSTEM

EBS Application

SWIFT Suite Modules for Oracle EBS

SWIFTSuite – The EBS Life Cycle Management Tool

INSTALLER• Installation Management• Release 11i

– Installation process installs• Oracle EBS Software• Most if not all of the patches you are going to need• Languages NLS and MLS• Localizations configured for each required country• Country specific business needs also configured

– Japan - Tegata – Bill Placement – Asia etc

• Gold Masters for Linux and Solaris



INSTALLER• Release 12

– Install Release 12 on any operating system in any configuration of your choice

– Patch the instance to a level of patches – list supplied by RapidSOLUTIONS

– Our technology will setup or inject the rest– Preferably install all modules to enable a

seamless expansion.



REVERSE• Configuration Management

• Intelligent tool – “learns” about your existing instances

• Enables the tools to work with existing customers

• Obtain a full list of all your configurations from every instance

• Have the ability to REUSE the configurations (not just report)

• Ability to maintain the configurations

• Able to extend the footprint of existing instances (add new modules)



CONFIGURATOR• Oracle E-Business Suite Builder / Configurator• Build a new oracle instance configured to your

needs (in a few hours)• Add new Business Units (in a few minutes)• Supports 70+ modules• Supports 130+ business flows• Configure a GLOBAL Enterprise size company –

any configuration supported by Oracle EBS – and automatically inject the results



MIGRATE

• Data Migration Management• Migrate master data and balances with easy

to use templates

• No programming required

• Can be undertaken by users with minimal consulting assistance



INSTALLER• Interface Management

• Interfaces both in real time and/or batch – Receivables– Payables– Order Management– Manufacturing



PATCHMANAGER

• Maintenance Management• Maintain the Oracle Instance to meet

ongoing business needs

• Automated patching

• Automated upgrades


Instance 1

Instance 2

SWIFTRepository

REVERSEREVERSE

EXISTING CUSTOMERS•Use the power of the tools to add new modules quickly

• Add new operating units in minutes instead of weeks

• Merge your multiple instances into a single instance

•Maintain your multiple instances from a single workbench

•Maintain all instances to the same configuration and patch levels

•Have the documentation for all your Oracle instances available from anywhere and up-to-date

Reverse – Learns about your existing oracle instanceIt can use that information to decide how to configure you new modulesOr operating units

Instance 3


Access the configuration through a menu system with Oracle Applications Menus look and feel

Compare configurations between Oracle instances


Run a standard BR100 report and compare configurations REVERSE’d from different instances



Change the configurations OFFLINE and UPLOAD them


Change the configurations ONLINE


The Heart of The System

The KnowledgeBase --A multi dimensional cube of configurations


Base Language layer100% “Core” setups

xxx xxx xxx xxx xxx xxx xxx xxxxxx xxx xxx xxx xxx xxx xxx xxx

xxx xxx xxx xxx xxx xxx xxx xxx



Second Layer (e.g. “Country”20% specific setups)

Third Layer(e.g. CustomerSpecific)

THAI THAI THAITHAI THAI

THAI THAI THAI THAI

THAI THAI THAI

THAI THAI THAI THAI

EDPEDP

EDP

EDP

EDP EDP

Fourth Layer(Customercompanies)

Climate Technology Industrial Technology Shared Service

INR INR INRINR INR

INR INR INR INR

INR INR INR

INR INR INR INR

CORE SETUP– Provides base application setup configurations– Provides tuning parameters– Configures concurrent managers– Options of Business flows :

– Performance Management– Customer Relationship Management– Financial Management– Human Resource Management– Supply Chain Management

COUNTRY LAYERS– Choose from 30+ countries– Includes Oracle Localizations – Includes local statutory needs– Includes local business needs (for example)

– Japan : Tagata– India : Challan– Asia – Bill Placement– Venezuela– Czech Republic– China/Vietnam – Govt. mandated chart of accounts– All countries have localizations over and above standard Oracle product

USER LAYER– Result of Discovery

COMPANY LAYER– Any specific company configuration– Can be different for each company if needed

Languages / Setup Layers are cumulative and work by exception


Base Language layer100% “Core” setups xxx xxx xxx xxx xxx

xxx xxx xxx xxx xxx xxxxxx xxx xxx xxx

xxx xxx xxx xxx xxx

xxx xxx xxx xxx

+ Second Layer (Countries)

+ Third Layer(User)

THAI INRTHAI

THAI INR THAI

INR THAI

THAI INR

EDPEDP

EDP

EDP

EDP EDP

All layers of setups are applied in a selected sequence, allowing to drill-down from the most generic setups (global generic-country Core) to the most refined level of setups (Specific country, default group of companies defaults, then specific company details). The end-result is a matrix of merged setups representing 100% accurate setups to inject into Oracle Apps.

Languages / Setup Layers are cumulative and work by exception


How to Use

Enter Foundation informationOracle Org chart detailsCOA, Calendar, Currency, SOB etcResponsibilitiesBudgetsAP Options, Tax codes etcAR Options, Tax Codes etcPO Options, Buyers, Approval groupsHR Employees, Positions, Jobs etcOM Parameters, Shipping, Sequences etcINV calendars, subinventories etcMFG BOM, Classes, MDS, Planning etc

Build and Run you package – instance is ready

Instance with customer structure – ready to use – same day or next day

Foundation Release 12 Creation


Project in Progress

“TEST”

Consulting team TESTS their configurations in the TEST instance.

Once configurations are seen to be working then document them using CONFIGURATOR (instead of WORD or EXCEL)

Available for all projects GLOBALLY – consistent format


Project in Progress

“TEST”

Consulting team TEST their configurationsin the TEST instance.

Once configurations are seen to be working then document them using CONFIGURATOR (instead of WORD or EXCEL)


Value :Configurations continually captured at the time of being certain.

You only need to capture the configurations ONCE

Safeguards against Project staff turnover

Provides the assurance that configurations are usable and repeatable

Configurations instantly available to team members GLOBALLY for this and OTHER projects


Project in Progress

“TEST”

Consulting team TEST their configurationsIn the TEST instance.

Once configurations are seen to be working then document them using CONFIGURATOR [instead of WORD or EXCEL]


ALTERNATIVE

REVERSE the configurations from the TEST instance

To CONFIGURATOR


All Instances Built by the Tool

“GAP/CRP/SIT/UAT/TRAIN”

All Instances can be fully automatically built.Functional and Technical steps - automated



All Instances Built by the Tool

“GAP/CRP/SIT/UAT/TRAIN”

All Instances can be fully automatically built


Value :All instances take only a few hours to prepare.Configurations are proven due to continued generation of all instances that a customer usesConfigurations are undertaken the same way every time


Versions

RICE OBJECTSUnix framework scripts are stored in the knowledgebase

RICE OBJECT details can be stored in the KNOWLEDGEBASE and tagged with the Version

(via the filter)

Rice Object Pool


Versions


Rice Object Pool

RICE OBJECTs can be stored in the SWIFTSuite Server file system and tracked by the

CONFIGURATOR


Versions


Rice Object Pool

The appropriate UNIX script can be added into the Scenario at the necessary step. The IA Engine will

load the report object into the BWP and dynamically adjust the UNIX script based on the data from the KnowledgeBase for the requested

Version (Filter)


Versions

• Roll forward or backward to any version by selecting that version number and building the package

• Running the package will redeploy the configurations and programs.

• The ability to redeploy any specific version will depend on the changes made to the configurations or the data and is an issue related to any situation when requiring to rollback.


Questions


AQ&

How Do I Learn More?


DEEP Dive and Demo – A web based session will be scheduled

for all interested NOOAUG members.

– Please contact Scott Jackson to register 216-406-0669 [email protected]

– Space is limited.

Documents

How SWIFT is your EBS Environment? Using Automation Tools to Get from 11.5.x to R12 ©2008, FMT Systems Inc. All rights reserved