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Oracle E-Business Suite: Strategy and Roadmap & 12.2 Upgrade Planning

Anne Carlson Senior Director, Product Strategy Applications Development Oracle June 14, 2017


Safe Harbor Statement

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.

3

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | Confidential – Oracle Internal/Restricted/Highly Restricted 4


Program Agenda

EBS Strategy and Roadmap Overview

EBS Cloud Strategy

EBS Strategic Investments

EBS R12.2 Upgrade Planning

Key Takeaways

1

2

3

4

5

5

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Oracle E-Business Suite in the Digital World

Cloud Social Mobile

IoT Big Data

Talent Mgmt

Revenue Mgmt

Recruiting

Innovation Mgmt Commerce

Financial Reporting

Global Trade Mgmt

Enterprise Planning

Service

Transportation Mgmt

Sales

Marketing


• Practical coexistence scenarios

• With EBS running on Oracle Cloud or on-premises

• Predictive Analytics and Machine Learning for ERP and SCM

– Projects

– Maintenance

– Field Service

– Logistics

– Manufacturing

• Scale your infrastructure to support your growth

• Benefit from ongoing EBS innovation to enable business agility

• Reduce costs and risks

Oracle E-Business Suite Cloud Strategy Practical Paths to Oracle Cloud – Leveraging your EBS Investments

HCM Cloud

ERP/SCM Cloud

CX Cloud

EBS on Oracle Cloud Hybrid with Cloud Apps Adaptive Intelligent Apps

8

ERP/SCM


Building Upon the Strengths of EBS Integrated Global Suite

Strategic Investments In EBS Products

Modern User Experience and Mobility

Operational Efficiency

Functional Innovation

Rich functional flows for modern business in integrated global suite

• The Subscription Economy

• Outcome-Driven Procurement

• Customer-Driven Enhancements

Simple and actionable user experience for operational roles

• Smartphone Applications

• EBS Information Discovery

• User Experience Convergence

Lower effort and cost to operate and optimize EBS system

• Online Patching

• Applications Management

• Automated Testing

9

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 10

Continued Investment and Support for Years to Come

Oracle E-Business Suite Release Roadmap

12.2 12.2.3 12.2.4 12.2.5 12.2.6 12.2.x 12.2.y 12.X 12.1 12.1.2 12.1.3

5/2009 12/2009 8/2010

Latest Release

9/2013 12/2013 9/2014 10/2015 9/2016

PREMIER SUPPORT THROUGH:

• Release 12.1: Dec. 2021

• Release 12.2: Sep. 2023

• Release 12.X: At least 2030 (minimum 10 years)

For more info, see Oracle Lifetime Support Policy: Oracle Applications

http://www.oracle.com/us/support/lifetime-support/index.html

http://www.oracle.com/us/support/lifetime-support/index.html


E-Business Suite 12.2 - Single Instance Customer Examples

• US Centers for Medicare and Medicaid Services processes 4.5M claim transactions and issues $1.58B in payments daily

• Dell processes more than 22M orders worldwide annually

• GE Healthcare manages their operations for medical devices with more than 12K users across 75 plants worldwide in the largest ERP single instance at General Electric

11


Program Agenda


EBS Cloud Strategy



Key Takeaways

1

2

3

4

5

12





– Projects

– Maintenance

– Field Service

– Logistics

– Manufacturing





HCM Cloud

ERP/SCM Cloud

CX Cloud


13

ERP/SCM


Software-as-a-Service (SaaS)

Oracle Cloud Strategy

14

Platform-as-a-Service (PaaS)

Infrastructure-as-a-Service (IaaS)


Migrate EBS to IaaS and PaaS Platform

Oracle E-Business Suite on the Oracle Cloud Platform

15

Compute Storage Network

Infrastructure IaaS

Integration

Java

Mobile Documents

Database BI

Big Data

IoT Platform PaaS


Re-platform EBS to Oracle Cloud Platform

Oracle E-Business Suite on the Oracle Cloud Platform

16

The E-Business Suite you Know

The E-Business Suite you Customized

Infrastructure as a

Service

Platform as a

Service

The E-Business Suite you Own


• Elastic Scaling – Usage-based pricing – Ability to scale to support changes in workload, e.g. peak

seasons

• High Availability – Fault tolerance in event of failures

• Reducing Cost and Risk – Automation reduces chance of error – IT resources can focus on higher-value business projects

• Faster Delivery of EBS Projects – Upgrade more easily – Deploy for new countries, new users, new modules – Rapid dev, test and deployment of projects in the Cloud

17

Oracle E-Business Suite on Oracle Cloud Benefits


Infrastructure IaaS

Integration

Java

Mobile Documents

Database BI

Big Data

IoT Platform

PaaS


Infrastructure + Database + Application Management

Choose Your Oracle Cloud Deployment Option and Service Level

Oracle E-Business Suite on Oracle Cloud

Infrastructure + Database

Infrastructure

19


What If You Cannot Consume Public Cloud Services ?

20

Genuine constraints prevent the consumption of public cloud

Connect with back-end mainframes, databases, ERPs, etc. with near zero latency

Dedicated infrastructure offers lower latency

Latency

Comply with regulatory, legal and privacy requirements

Sensitive data on premises

Custom security standards

Data Sovereignty

Keep 100% control over business-critical systems

Use your own firewalls, load balancers, hardware VPNs, etc.

Extremely high SLAs

Control


Deploy your EBS Workloads Where you Need Them

Traditional Infrastructure On-premises Cloud@Customer Public Cloud

Cloud Machines IaaS, PaaS

• Customer Data Center

• Purchased

• Customer Managed

• Oracle Cloud

• Subscription

• Oracle Managed


• Subscription

• Oracle Managed


Deploy your EBS Workloads Where you Need Them

Traditional Infrastructure On-premises Cloud@Customer Public Cloud

Cloud Machines IaaS, PaaS


• Purchased

• Customer Managed

• Oracle Cloud

• Subscription

• Oracle Managed


• Subscription

• Oracle Managed





– Projects

– Maintenance

– Field Service

– Logistics

– Manufacturing





HCM Cloud

ERP/SCM Cloud

CX Cloud


23

ERP/SCM

Adaptive

Intelligent Apps

for ERP & SCM

TM

Deliver Connected Intelligence that Amplifies the Value of Projects, Maintenance, Field Service, Logistics, and Manufacturing.

Introducing

Projects

Adaptive Intelligent Apps for ERP & SCM

Lease & Contracts Procurement

Maintenance

Order Management Logistics

Field Service Manufacturing Cost Management

Copyright © 2017, Oracle and/or its affiliates. All rights reserved.

Adaptive Intelligent Maintenance Predictive Analytics and Machine Learning

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PREDICTIVE Anticipating when maintenance is required

CONDITION-BASED Monitoring assets using technology (e.g. sensors) to determine when maintenance is needed

PREVENTATIVE Planning maintenance activities on a regularly scheduled basis

REACTIVE Taking corrective action when problems occur

PRESCRIPTIVE Required maintenance is predicted and immediate action is taken

CO

MP

LE

XIT

Y

BUSINESS VALUE

27

Maintenance Maturity Model

PRESCRIPTIVE

PREVENTATIVE

CONDITION

BASED

REACTIVE

PREDICTIVE

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 28 Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 28

Maintenance Planner or Maintenance Manager

ROLE: Plan future maintenance work

MEASURED BY: Equipment up time

GOAL: Minimize cost

29

30

31

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Business User Flow - Maintenance Planner

Maintenance Command Center with Predictive Content

Maintenance Command Center with Predictive Content


In-Memory Cost Management Cloud Service A New SaaS Offering


• Cost and Profitability analysis in Real-time

• What-if simulation using spreadsheet UI to analyze the impact of cost changes to the business (material, labor, transportation, currency)

• In-memory technology to process large volumes of cost data in real-time

• Customers in both Process and Discrete industries

In-Memory Cost Management (IMCM) Cloud Service Instantly Visualize Impact of Cost Fluctuations to your Business

Insert Picture Here

Discrete

Process

High Performance In-Memory Cost Management Applications

37

Copyright © 2017, Oracle and/or its affiliates. All rights reserved. | 38 Copyright © 2017, Oracle and/or its affiliates. All rights reserved. |

In-Memory Cost Management Cloud Service |Release 17.3

• Analyze Complete Cost-to-serve

• Simulate Cost Changes and Their Business Impacts

• Compare Costs to Identify Best Practice

• Predict Future Costs and Margins

• Make Decisions Informed by a Rich Analysis of Cost Sensitivity


Massive Performance Breakthrough Allows Near Real Time Analysis

• Over 145x Faster than EBS Cost Rollup

• Over 1000x Faster with Optional Exadata Cloud Service

Tim

e (m

inu

tes)

23mins 56sec

3mins 27sec

EBS Cost Rollup IMCMCS IMCMCS With Exadata Cloud Service (Optional)

From 58hrs to 3mins 27sec

10

20

30

40

50

3470

3460

3450

3440

3430

58 hours (3460 mins)





– Projects

– Maintenance

– Field Service

– Logistics

– Manufacturing





HCM Cloud

ERP/SCM Cloud

CX Cloud


51

ERP/SCM


EBS and Practical Coexistence Scenarios

• Department, Business Unit, Geography Level:

– Parent Company (EBS ERP) vs. Subsidiary (ERP Cloud)

– Where functional integration is minimal

• Pillar Implementation:

– EBS Oracle HCM Cloud

– EBS Oracle CX Cloud

– EBS Oracle ERP Complementary Cloud

• Oracle Acquired Products:

– OTM, Hyperion Planning and Budgeting, Taleo, TOA, CPQ, RightNow

• Architecturally Straightforward Integrations:

– Reporting Cloud, Revenue Mgmt Cloud, Procurement Sourcing, Contract Management, etc….

Practical Coexistence – “Natural” Boundaries

52

On-premises

ERP/SCM Cloud

HCM Cloud

CX Cloud


Oracle E-Business Suite and Practical Coexistence Scenarios Hybrid with SaaS Applications is the New Normal

1.EBS HCM to Oracle Taleo Cloud Service

2.EBS HCM to Oracle Talent Management Cloud

3.EBS Payroll with Oracle HCM Cloud

4.EBS ERP to Oracle HCM Cloud

Financials: 1. Accounting Hub Reporting Cloud Service for EBS 2. Planning & Budgeting Cloud Service for EBS 3. Revenue Management Cloud Service for EBS

Projects: 5. Primavera Project Mgmt to EBS Projects 6. Project Portfolio Management Cloud to EBS

Procurement: 7. Procurement /Sourcing Cloud for EBS 8. Procure-to-Pay Cloud Service to EBS (Indirect Proc)

Logistics: 9. Transportation Management (OTM) Cloud to EBS 10. Global Trade Management (GTM) Cloud to EBS

Manufacturing: 11. PLM Cloud to EBS Item Master

1.Sales Cloud with EBS Quoting

2.Order Management Cloud to EBS Order Fulfillment

3.CPQ Cloud to EBS Order Fulfillment

4.Service Cloud (RightNow) to EBS Field Service

5.Field Service Management (TOA) Cloud Service to EBS

6.EBS ERP to Oracle CX Cloud

E-Business Suite and HCM Cloud E-Business Suite and ERP/SCM Cloud E-Business Suite and CX Cloud

54


Program Agenda


EBS Cloud Strategy



Key Takeaways

1

2

3

4

5

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• Online Patching



56
















• Online Patching



57


The Subscription Economy

58


Subscription Economy

Installation services

Maintenance services

Replenishment services

Products

Services

PRODUCTS AND SERVICES CUSTOMER

Material Parts

SUPPLIERS

SUPPLIERS and VENDORS


SUPPLIERS

SUPPLIERS

60

Subscription Economy

Installation services

Maintenance services

Replenishment services

SUPPLIERS and VENDORS PRODUCTS AND SERVICES CUSTOMER

Subscription Offering

Product & Service

Bundle

YOUR ORGANIZATION

Services

Material Parts

Products


New in 12.2 Order Mgt and Adv Pricing

• Subscription Ordering – Subscription Related Attributes in OM

– Bundles of Products, Subscriptions, & Services

– Promotional Items of Subscriptions & Services

• Flexible Billing in OM & Service Contracts

• Renewals & Terminations in OM and Service Contracts

New in 12.2.6

• Recurring Billing in Order Mgt

61

EBS 12.2 Order Management and Billing Flexible Ordering for Combination of Products, Services, Subscriptions, and Warranties


• Customer Retention – Customer Loyalty: Repeat Business

• Increase Share of Customer – Increase share of customer for you and

partners with additional products and services

• Return on Investment – Ensure returns on portfolio and assets

• Exponential Operational Efficiency – Manage all your customers, all your contracts,

and all your assets

63

Contract Renewal Command Center Improved Visibility into Service and Lease Renewals for Higher Loyalty and Business

New Product 12.1.3 & 12.2


Outcome-Driven Procurement

64


• Deliver Customer Value Through Procurement and Strategic Sourcing

– Redefine the Procurement and supplier relationship strategies to be builders of core competencies and a differentiator for your organization

• Transform Buyers into Business Partners

– Engage all stakeholders accountable for the outcomes necessary to ensure an agile response to supplier disruptions

• Exponential Operational Efficiencies

– Drive effective cycle times across the required processes to improve operational efficiencies

Procurement Command Center An Integrated Command Center for Procurement Professionals

New Product 12.1.3 & 12.2

65


Customer-Driven Enhancements

67


• Procurement • Procurement Command Center – New Product* • Project Procurement – New Product* • iProcurement: Spot Buy for Privileged Requesters; 1 Step Checkout • iProc Info Discovery: Preferred Items; Relevance Ranking; Ratings,

Reviews and Feedback, Catalog Upload via Supplier Network • Supplier Lifecycle Mgt (SLM): Automated Assessments, Dynamic

Supplier Lists and Qualification Templates, Parallel Approvals, more • Sourcing: Initiatives, Multiple Offers and Alternative Lines • Services Proc: Std PO Complex Financing; Flexible Rate Cards • Proc Contracts: Related Contracts; Contract Hierarchy with Adv Search • Contract Lifecycle Mgt for Public Sector (CLM): Many enhancements

• Human Capital Management • Payroll Dashboard; What-If Payslip Modeling; Enh Retropay Analysis • Self-Service Human Resources Transaction Dashboard • OTL: Credit Overtime as Absence Accrual; Calendar UI for Timecards • Improved UIs: SSHR; Learning; Succession Planning • OIC: Compensation Analytics

• Applications Technology – Functional Enhancements • Flexfields: FF Value Security, Cross Validation Rule Testing & Reports • WebADI & Report Mgr Enhs; Workflow attachments in email • Lightweight MLS; Proxy User Access Control

• Financials • GL: Journal Approvals with AME • AP: Parallel Invoice Approvals • AP: Transaction Tax Configuration Workbook • AR: Receipt Application - Match Score & Knapsack Method • AR: Manage Accounting Exceptions During Period Close • Adv Collections: Collect on Related Accounts; Enhanced Templates • CHRM: Volume Offer Enhancements, HTML UIs; Period Mgt • Leasing: Enhanced Termination Processing

• Projects • Advanced Project Planning and Control - New Product* • Labor Costing with Projects and Payroll • Federal Contract Billing • Schedule of Values • Project Cost Breakdown Structure • Intercompany Billing for Global Operations • PJC: Accounting Adjustment Options • PJB: Invoice Consolidations, Expenditure Grouping, Revenue Holds • PJT: Budgetary Controls on Financial Plans; Improved UX • Grants: Automatic Recalc Burden Option; Award Personnel API

E-Business Suite 12.2: ERP & HCM Release Highlights Product Family Highlights

* denotes new product for 12.1.3 and 12.2


• Asset Lifecycle Management • Linear Asset Support • Map Visualization for Assets and Work • Safety Enhs: Lockout, Tagout; Calendar Based Prev Maint Schedule • Asset HTML UIs

• Service • Multiple Products on Service Requests; Task Status by Task Type • Execute Project Tasks using Field Service • Service Request Operating Unit Security with MOAC • Service: Inquira/Oracle Knowledge Integration • Field Service: Auto Creation of OTL Timecards; High Volume Parts

Ordering and Debriefing; Technician/Decentralized Scheduling; • Dispatch Center: HTML UI; GPS Based Emergency Scheduling • Spares: Warehouse Shipping Method Calendars; External Repair

Execution In-Transit Tracking; HTML Planners Dashboard • TeleService: Contact Center HTML User Interface • Service Contracts Configurability; HTML User Interface • Depot : Warranty Mgt; Waste Mgt; Outsourced Repair; eClaims • CMRO: Warranty, Fleet Forecasting; Counter Entry and Corrections

• Value Chain Planning • Service Parts Planning: Enhanced for Automotive & High Tech • Inventory Policy Planning; New and Enhanced UIs

• Order Management • Contract Renewal Command Center - New Product* • OM/Pricing: Selling Services and Subscriptions • OM: Recurring Billing • OM: HTML UI • OM: Credit Checks; Holds; Manual Line Splitting of ISOs • OM/CHRM: Enhanced Gross Margin Calculations • Quoting: Validation Fwk; Parallel Approvals; Approvals w/eSignatures

• Logistics • Yard Management – New Product • LOG/OM: Advanced Catch Weight; Flexible Serial Tagging • INV: Material Classification; HTML UIs • WMS: Inbound Task Mgt; Nested LPNs; Zone Picking, Mobile Task UI • MSCA: Single Sign-On Support; Personalization Enhs

• Manufacturing • Outsourced Manufacturing – New Product* • Just-In-Time Manufacturing (E-Kanban) • Project Mfg: Landed Cost Mgt Support • Process Mfg: Outside Processing; Batch Hold Mgt; Yield Mgt • MES: Component Availability Mgt: Day 0 Clear to Build; HTML UI • Serialized Manufacturing: Express Transact; Auto-Dekit

E-Business Suite 12.2: SCM Release Highlights Product Family Highlights

* denotes new product for 12.1.3 and 12.2
















• Online Patching



70


Modern iProcurement Flow Leveraging both Information Discovery and Smartphone Applications

71


Search Across All Catalogs Get Search Results While Typing

• Matches search criteria to wide range of sources

• Select directly from

choices

• Configurable

73

Type Ahead


Consumer Shopping Experience

74


Guided Selection Automatic Filter Choices

• Configurable filters and refinements

• Add and remove filters in any sequence

• Filters show total count

75

Filtering

Refinement


Guided Selection Differences are Highlighted

• Compares several choices

• Highlighted Differences

76


Familiar Shopping Cart Experience

77

Add to Cart


Complete the Requisition

Confirm your requisition Confirm your

requisition


Manager Approves On The Go Mobile Approval Smartphone Application

View pending approvals by approval type

View and act on list of pending approvals

View details; Easily approve or reject

View line details; Can request information

79


Requester Checks Delivery Status On The Go Mobile iProcurement Smartphone Application

80

Check requisitions with alerts requiring attention

View requisition, approvers, and lines

View line detail, receipts & open shipments; Receive open items

Collaborate in context with buyer or receiver


Buyer Manages the Purchase Orders On The Go Mobile Procurement Smartphone Application

81

Easily view purchase orders requiring attention

Search orders by supplier, item, requestor, and more

View the order, approvals, lines, and exceptions

Review shipment exceptions and

contact the supplier


Receiving Receive, Deliver and Manage Receipts on a Tablet

Deliver Receive

12.2.5

82


Requester Confirms Receipt & Authorizes Supplier Payment Mobile iProcurement Smartphone Application

83

Select Requisition Review Line and

Receive with a Simple Click Confirm Receipt of Items

Receipt is Created; Line is Fully Received

2 Blaze 7” tablet.


Smartphone/Mobile Applications

84


Oracle E-Business Suite Smartphone Applications Be Informed and Take Action on the Go

HORIZONTAL APPS – FOR MOST EMPLOYEES

• Approvals • Expenses • Timecards • iProcurement

LINE OF BUSINESS APPS

• Sales Orders • Product Information • Inventory • Procurement • Project Manager • Project Manufacturing • Service Manager

• Self-Service Human Resources • Learning • Person Directory

• EBS 12.1.3 and 12.2

• iOS and Android

• No additional costs for licensed users of base products

• Built with Oracle Mobile Application Framework (MAF)

For latest app availability, check EBS Mobile Apps MOS Note 1641772.1 or search ‘Oracle EBS America’ on app store

Smartphone Applications (22) Delivery Strategy

• Field Service • Maintenance • Mobile Supply Chain Apps (MSCA) • Discrete Production Supervisor • Process Production Supervisor • Discrete Quality Manager • Process Quality Manager • Yard

https://support.oracle.com/epmos/faces/DocumentDisplay?id=1641772.1


Oracle E-Business Suite Information Discovery Previously known as “Oracle E-Business Suite Extensions for Oracle Endeca”

86


EBS Information Discovery

• Fast, Intuitive Access to Information

– Consumer-Like Search and Filters

– Information-Driven Navigation

– Take Action on Dashboard or via Direct Navigation to Transaction Pages

• Easy Deployment to EBS Environment

– Run against EBS Transactional System

– Leverage EBS Security, UX and Flexfields

– Available for 12.1.3 and 12.2

– Available for 20+ product families in EBS

• Uses Endeca Information Discovery

87

Identify and Act on Priority Transactions without Custom Operational Reporting

Key metrics

Tag clouds to filter data

Clickable charts to browse and drill into data to act Consumer-like

search and filters

Integrated within standard EBS security and page flows

12.1.3 and 12.2

EBS Info

DiscoveryV7


EBS Information Discovery – V7 Footprint

ALM & Service

SCM

ERP

Quoting Order Management iStore Inventory

Installed Base Process Mfg Discrete Mfg Cost Mgmt Quality

HCM

Incentive Comp

iRecruitment

Learning Mgmt

Field Service TeleService Depot Repair CMRO EAM

Warehouse Mgmt

Contracts Renewal Command Center

iProcurement Channel Revenue

Financials Advanced Project Planning and

Control

Workforce Explorer

Project Procurement

Outsourced Manufacturing

Procurement Command

Center


EBS

Leverage your Investments in EBS 12.1.3 Adopt EBS New Products, Information Discovery and Smartphone Apps

Financials - EBS Information Discovery:

• Oracle Financials Information Discovery

• Oracle Channel Revenue Information Discovery

Smartphone Applications:

• Mobile Expenses

• Mobile Approval

OM & Logistics - EBS Info Discovery & New Products:

• Oracle Contract Renewal Command Center

• Oracle Order Management Information Discovery

• Oracle iStore Information Discovery

• Oracle Installed Base Information Discovery

• Oracle Quoting Information Discovery

• Oracle Inventory Management Information Discovery

• Oracle Warehouse Management Information Discovery


• Mobile Sales Orders

• Mobile Product Information

• Mobile Inventory

• Mobile Supply Chain Apps (MSCA) for iOS and Android

ALM & Service - EBS Information Discovery:

• Oracle EAM Management Information Discovery

• Oracle Field Service Information Discovery

• Oracle TeleService Information Discovery

• Oracle Depot Repair Information Discovery

• Oracle CMRO Information Discovery


• Mobile Maintenance

• Mobile Field Service: Multi-Platform for iOS,

Android,and Windows

• Mobile Service Manager

HCM - EBS Information Discovery:

• Oracle Human Resources Information Discovery

• Oracle iRecruitment Information Discovery

• Oracle Learning Management Information Discovery

• Oracle Incentive Compensation Information Discovery


• Mobile Timecards, Mobile Approval

• Mobile Self-Service HR

• Mobile Person Directory

• Mobile Learning

Financials

Asset Lifecycle & Service

Procurement & Projects

Human Capital Mgt

Order Mgt & Logistics

Manufacturing & Planning

Proc & Projects - EBS Info Discovery & New Products:

• Oracle Procurement Command Center

• Oracle Project Procurement

• Oracle Advanced Project Planning and Control

• Oracle iProcurement Information Discovery


• Mobile Procurement

• Mobile iProcurement

• Mobile Project Manager

Mfg - EBS Information Discovery & New Products:

• Oracle In-Memory Cost Management

• Oracle Outsourced Manufacturing

• Oracle Cost Management Information Discovery

• Oracle Discrete Manufacturing Information Discovery

• Oracle Process Manufacturing Information Discovery

• Oracle Quality Information Discovery


• Mobile Discrete Production Supervisor

• Mobile Process Production Supervisor

• Mobile Discrete Quality Manager

• Mobile Discrete Quality Manager

• Mobile Project Manufacturing


Better User Interface with EBS 12.2 User Experience Convergence

90


Oracle Cloud Home Page

Common Ground with Cloud Applications User Experience Convergence

Shared User Experience Lab

EBS 12.2.4 and 12.2.5 Touch Friendly New Home Page

91


Tablet-Optimized User Interface – Receiving Receive, Deliver and Manage Receipts on a Tablet

12.2.5 Receipts 12.1.3 View Receiving Transactions

93

12.2.5


Increase Productivity with Configurable HTML UI and Tablet Friendly Layout

HTML User Interface – Order Management

12.2.4


• New HTML UI as alternative to Forms UI

• Embedded analytics for schedule quality – Travel time ratio

– Tech utilization

• Modern, powerful UI – Highly Configurable/Personalizable

– Drill-downs for greater info accessibility

• Support for big monitors increases Dispatcher Productivity - less scrolling

95

Field Service: Dispatch Center HTML User Interface Increase Productivity with Configurable HTML UI for Dispatch Service Personnel

12.2.5 – 12.2.6


EAM: Asset Creation and Update in HTML Better User Experience to Create and Update Assets As Part of EAM HTML UI Flows

Search and Take Action Asset Quick Create

96

12.2.5 – 12.2.6
















• Online Patching



97


1. Build the Business Case for 12.2 Upgrade

2. Understand Factors Driving Time & Resources

3. Understand Online Patching Architecture

4. Plan for Impacts on Business Users

5. Plan for Impacts on Apps DBAs

6. Plan for Impacts on Customization Developers

7. Plan Your Upgrade Platform

8. Understand the Upgrade Process

9. Prepare for the Upgrade Process

10. Test and Optimize the Upgrade Process

12.2 Upgrade Planning

Considerations

98













Considerations

99


Oracle E-Business Suite 12.2 - Highlights

• Users remain online while patches are applied

• User downtime is limited to a short cutover period

• The maintenance window in 12.2 is predictable

• Critical business operations and revenue generating activities continue during patching

Signature Feature – Online Patching for Business Continuity

100


EBS

Leverage 12.2 New Features and 12.2 New Products Reduce Customization and Improve Automation

ALM 12.2 New Features:

• Linear Asset Support

• Map Visualization for Assets and Work

• Safety Management: Lockout, Tagout

• Calendar Based Preventative Maintenance Schedule

• Asset: Expanded HTML UIs

Service 12.2 New Features:

• Multiple Products on SR; Task Status by Task Type

• Execute Project Tasks using Field Service

• Service Request OU Security with MOAC

• Service: Inquira/Oracle Knowledge Integration

• Field Service: Auto Creation of OTL Timecards; High

Volume Parts Ordering & Debriefing; Decentralized Sch

• Dispatch: HTML UI; GPS Emergency Scheduling

• Spares: HTML Planners Dashboard

• TeleService: Contact Center HTML UI

• Service Contracts: Configurability; HTML UI

• Depot : Warranty Mgt; Waste Mgt; Outsourced; eClaims

• CMRO: Warranty, Fleet Forecasting; Counter Entry

HCM 12.2 New Features:

• Payroll Dashboard; What-If Payslip Modeling

• SSHR Transaction Dashboard

• OTL: Credit Overtime as Absence Accrual; Calendar UI

• Improved UIs: SSHR; Learning; Succession Planning

Financials 12.2 New Features:

• GL: Journal Approvals with AME

• AP: Parallel Invoice Approvals, Workflow Transfer

• AR: Receipt Appl- Match Score and Knapsack Method

• AR: Manage Accounting Exceptions During Close

• Collections: Related Accounts; Actionable Work Items

• EB Tax: Transaction Tax Configuration Workbook

• CHRM: Volume Offer Enh, HTML UIs, Period Mgt

Procurement 12.2 New Features:

• iProcurement: Spot Buy; 1 Step Checkout

• iProc Info Disc: Preferred Items; Ranking; Ratings,

Reviews & Feedback, Catalog Upload via OSN

• Sourcing: Initiatives, Mult Offers, Alternative Lines

• SLM: Automated Assessments, Dynamic Lists, …

• Svc Proc: Std PO Complex Financing; Rate Cards

• Proc Contracts: Related Contracts; Cont Hierarchy

• CLM: Many enhancements

Projects 12.2 New Features:

• Labor Costing with Projects and Payroll

• Federal Contract Billing

• Schedule of Values

• Project Cost Breakdown Structure

• PJC: Accounting Adjustment Options

• PJB: Inv Consolidations, Exp Bill Group, Rev Holds

• PJT: Budgetary Controls on Financial Plans; Enh UI

• Grants: Auto Recalc Burden; Award Personnel API

Manufacturing 12.2 New Features:

• Just-In-Time Manufacturing (E-Kanban)

• Project Mfg: Landed Cost Mgt Support

• Process Mfg: Outside Processing, Batch Hold Mgt,

Yield Mgt

• MES: Component Availability Mgt: Day 0; HMTL UI

• MES: Serialized Mfg: Express Transact, Auto-Dekit

Order Mgt & Logistics 12.2 New Features:

• OM: Selling Subscriptions and Services; Recurring Billing

• OM: HTML UI, Credit Checks, Holds, Manual Line Splitting

• OM/CHRM: Enhanced Gross Margin Calculations

• Quoting: Validation Fwk; Approvals w/eSignatures

• Log/OM: Flexible Serial Tagging; Advanced Catch Weight

• INV: Material Classification; HTML Uis

• WMS: Inbound Task Mgt; Nested LPNs; Zone Picking

• MSCA: Single Sign-On Support; Personalization Enh

Logistics 12.2 New Product:

• Yard Management – New Product

Financials

Asset Lifecycle & Service

Procurement & Projects

Human Capital Mgt

Order Mgt & Logistics

Manufacturing & Planning


12.2 Modern User Experience

Consistency with Cloud products

Simpler layout

Tablet-friendly

Browser screens built with Oracle Application Framework (OAF) - enhanced with simpler layouts and tablet optimizations in EBS 12.2


EBS Release Content Documents, Doc 1302189.1

106

• One RCD per:

– Product Family

• Organized by:

– Product

– Release

– Feature

• Covers each:

– 12.1.n release

– 12.2.n release

https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=1302189.1













Considerations

108


Key Factors Driving Time and Resources

• Size of EBS footprint, uptake of new functionality

– Number of modules and business flows that will need validation

• Number and complexity of customizations and integrations

– Compliance with new 12.2 development standards, including for vendor-supplied integrations

• Other IT changes you combine with the EBS upgrade

– Moving to new HW/OS, combining multiple instances into a global single instance, etc.

• Complexity of topology

– Multiple middle tier nodes, nodes inside and outside the firewall, RAC, etc.

• Technical team skills

– Readiness to adapt to 12.2 technology changes: Online Patching and WebLogic Server


Different Project Team for the 12.1 to 12.2 Upgrade

11.5.10 to 12.1 12.1 to 12.2

110

Technical team is key Functional team is key

• DBAs

• System Administrators

• Customization Developers

• Financials Specialists

• Tax Specialist

• Business Process Owners













Considerations

111


Online Patching Dramatically Reduce Patching Downtime

• Remove obsolete objects

• Restart application on Patch Edition

• Compile invalid objects

• Wait for a good downtime window

• Apply one or more patches to the Patch Edition

• Copy the production app code

• Create a new Patch Edition in the DB

Cutover Finalize Apply Prepare Cleanup

Users Online

Users Offline

Users Online

• Online Patching cycle includes 5 phases

• Application is offline only during the “Cutover” phase

• Online Patching is used to apply all EBS patches in 12.2


12.2 Online Patching Architecture

114

Synchronization is managed by patching tools

Editions-Enabled Database

Non-Editioned File System

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP

Oracle HTTP Server (OHS)

WebLogic Server (WLS)

FS1

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



FS2 PATCH_TOP

APPL_TOP_NE

LOGS

Run File System Patch File System

FS_NE


Online Patching is enabled by 11gR2 Database Editioning Multiple Copies of Database Code Objects Can Coexist

• Client code connects to an “edition” of database code

– Run Edition • Used by online users

• Never changed by a patch

– Patch Edition • Used by patching tools

• Changes do not affect the running application

• Patch Edition becomes the Run Edition at Cutover

116

DBA Business Users


Prepare: Sync Patch & Run File Systems, Create Patch Edition in DB

117

Synchronization is managed by patching tools



Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



FS1

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



FS2 PATCH_TOP

APPL_TOP_NE

LOGS


FS_NE

EBS

Patch


Apply: Apply Patches to Patch File System and Patch Edition in DB

118



Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



FS1

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



FS2 PATCH_TOP

APPL_TOP_NE

LOGS


FS_NE

EBS

Patch


Cutover: Restart App Tier Services on Switched Patch and Run

119


Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



Run File System

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



Patch File System

FS1 FS2

FS_NE


PATCH_TOP

APPL_TOP_NE

LOGS


Understand Online Patching Architecture Summary

All EBS patches for Release 12.2 and beyond are Online Patches

Application is offline only during the brief “Cutover” phase

Online Patching is enabled by the new Dual File System and the Database Editioning feature introduced with 11gR2

125

Oracle E-Business Suite 12.2: Online Patching FAQ (Doc 1583902.1)













Considerations

127


Plan for Impacts on Business Users Overview • Expectations around Online Patching downtime

• New, more modern user experience

• Any new functionality and business process changes you choose to deploy

128


Online Patching Downtime Set Appropriate Expectations for Online Patching Downtime

• Online Patching does not mean zero downtime

– There is still a brief Cutover phase during which users are offline

• DBAs can choose to combine Online Patching Cutover with other maintenance activities that prolong the downtime, e.g.:

– Applying custom code

– Updating system passwords

– Patching the Database Tier

• Online Patching cannot be used for Database and OS patching

– Users will still experience a downtime when Database and OS patches are applied

129


1. See EBS Product-Specific Release Notes for your target 12.2.n release

• For 12.2.6, see Doc 2165693.1

2. Select EBS product of interest

3. See New and Changed Features

• Identifies new and changed components: Forms, Reports, Windows, etc.

• Indicates whether feature uptake is Required vs. Optional – much is Optional

130

EBS Product-Specific Release Notes Understand Details of 12.2 UI and Functional Changes

https://support.oracle.com/rs?type=doc&id=2165693.1


Multi-mode Application Simulations See It - Try It - Know It - Do It- Print It

System Process Docs and Job Aids User Acceptance Test Scripts

Training Guides

Instructor and Student

Process Recording & Editing

Oracle UPK to Facilitate Change Management Single Recording Produces Multiple Outputs for Use Throughout the Project Lifecycle


Enable Self-Service Learning for Business Users

Oracle UPK: Multi-Mode Application Simulations

SEE IT TRY IT KNOW IT DO IT User Modes

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













Considerations

134


• Steps you through the 5 patching phases

• Controls patching of file system and database

• Lets you apply multiple patches in the same patching cycle

• Supports automated patch execution via input files

• Runs on all nodes in a multi-node configuration

136

Learn ADOP – New Utility to Orchestrate Online Patching Used for All EBS Patches for R12.2 and Beyond

Oracle E-Business Suite Maintenance Guide, Release 12.2 for adop syntax options.

$ adop phase=prepare

$ adop phase=apply patches=1234,5678

$ adop phase=apply patches=4321,8765

workers=4

$ adop phase=finalize

$ adop phase=cutover

$ adop phase=cleanup

$ adop input_file=April2016.txt


10gR2 | 11g

EBS Release 12.0/12.1 Technology Stack Client

JDB

C/SQ

L Net

HT

TP/S

Application Database

RAC & ASM

Global Single Data Model

Forms

BI Publisher

BC4J

We

b L

iste

ne

r

10g

JSP

UIX

OC4J

137


EBS Release 12.2 Technology Stack Client

JDB

C/SQ

L Net

HT

TP/S

Application Database

R2

Edition-Based Redefinition

WebLogic JSP

Forms

BI Publisher

BC4J

We

b L

iste

ne

r

WebLogic Server

RAC & ASM

Global Single Data Model

138

UIX


WebLogic Server 11g Part of the EBS 12.2 Application Tier

139

• Familiar to some Apps DBAs/Sysadmins

• Will use both WebLogic facilities and EBS Autoconfig for 12.2 configuration

• Don’t assume prior knowledge is sufficient

Managing Configuration of Oracle HTTP Server and Web Application Services in Oracle E-Business Suite Release 12.2 (Doc 1905593.1)


Oracle E-Business Suite 12.2 Configuration Where to Perform Configuration Changes

Fusion Middleware Control

WebLogic Server Administration Console

Oracle Application Manager & Autoconfig

Database Home

SID name, Listener, dbPorts, etc.

Oracle HTTP Server Performance directives, log configuration, ports, mod_perl,

mod_wl_ohs, etc.

WebLogic Server oacore, oafm and forms services, etc.

Oracle E-Business Suite Concurrent Processing, Profile Options, Developer 10g settings,

Product-Specific settings, etc.

Managing Configuration of Oracle HTTP Server and Web Application Services in Oracle E-Business Suite Release 12.2 (Doc 1905593.1)


Training for 12.2 Apps DBAs

• R12.2 Install/Patch/Maintain Oracle E-Business Suite

– 5-day Oracle University course with choice of: • In-Classroom

• Live Virtual Class

• EBS Learning Subscription (self-service video training)

– Information and hands-on labs that an EBS DBA needs to get started with and maintain an R12.2 Oracle E-Business Suite instance using WebLogic Server and Fusion Middleware.

142

See education.oracle.com













Considerations

147


Remediating Customizations Plan for 12.2 Impacts on Customizations You Decide to Upgrade • 12.2 data model changes

– See EBS Data Model Comparison Report (Doc 1290886.1)

• New 12.2 UI standards for OA Framework-based pages

– See Oracle E-Business Suite Release 12.2 Upgrade Considerations for OA Framework-based Applications (Doc 1927975.1)

• New 12.2 development standards for Online Patching compatibility – See Developing and Deploying Customizations in Oracle E-Business Suite Release 12.2

(Doc 1577661.1)


Decide Which Standards Compliance Level to Target

New 12.2 Development Standards for Custom Code

Minimal Full

• Optional, additional standards must be met for custom code to be Online Patchable

• Required, minimal set of standards must be met for custom code to run correctly on 12.2

• Decision is based on importance of minimizing downtime • In either case, EBS Patches are always applied online


Custom Code is Fully Compliant with 12.2 Standards Apply Custom Code While Users are Online, Incur Brief Cutover Downtime


• Restart application on Patch Edition



• Apply EBS patches to the Patch Edition

• Apply custom code patches to the Patch Edition




Users Online

Users Offline

Users Online

• Apply to the Patch Edition while users are online

• Patch both EBS and custom code during same Apply phase

• Restart application on Patch Edition after brief Cutover period

152


Custom Code is Minimally Compliant with 12.2 Standards Apply Custom Code During Extended Cutover, Prolonging the Downtime


• Apply custom code to the new Run Edition during Extended Cutover






Users Online

Users Offline

Users Online

• Prevent automatic restart at end of Cutover

• Apply custom code directly to new Run Edition

• Restart application after Extended Cutover period

153

Extended Cutover

• Apply EBS patches to the Patch Edition


Identify 12.2 Standards Violations and Recommended Fixes

Oracle-Provided Reports to Check for Standards Compliance

1. Summary Readiness Report Custom DB schemas you must register with EBS before Online Patching Enablement

2. Manual Fix Readiness Report Custom DB objects you must manually fix before Online Patching Enablement

3. Database Standards Checker DB objects and code that violate 12.2 development standards

4. File System Standards Checker File system source files that violate 12.2 development standards

Using the Online Patching Readiness Report in Oracle E-Business Suite Release 12.2 (Doc 1531121.1)

* Distinguishes between Minimal versus Full standards compliance


Preparing Custom Code: Prior to 12.2 Upgrade Project

156

Run Reports and Apply Fixes TODAY to Avoid Rework at Upgrade Time

Using the Online Patching Readiness Report in Oracle E-Business Suite Release 12.2 (Doc 1531121.1)

Get the reports patch for your current release (11.5.10, 12.0, or 12.1)

Run reports on current release

Apply recommended fixes in test environments

Iterate until compliant

Deploy remediated code in production (optional)

Recommended fixes are backward compatible













Considerations

161


Plan for Adequate Compute Capacity Consider CPU and Memory Needed for Online Patching

• Critical business operations continue during Online Patching

• System resources consumed by a patch can be throttled

• If your 12.1 production operation fully utilizes CPU and memory, you may need additional hardware resources

• Plan to do a hardware capacity analysis


Plan for Adequate Compute Capacity See R12.2 Installation Guide for Initial Sizing Guidance

• From the Installation Guide:

– Database and Application Tier Sizing Guidelines • “Allow an extra 2 GB of free memory for the database tier machine, and an extra 3 GB of free memory for the application tier

machine for Online Patching.”

– JVM Parameter Settings for 64-bit Java on WLS Web Tier: • “Use multiple managed instances. For example, two managed instances with a 4 GB heap size for each will provide much

better response times than one JVM with a total heap size of 8 GB.”

• Validate your sizing through testing with representative data and workloads

• Discuss with your systems integrator or hardware vendor

Database and Application Tier Sizing Guidelines “Allow an extra 2 GB of free memory for the database tier machine, and an extra 3 GB of free memory for the application tier machine for Online Patching.”

JVM Parameter Settings for 64-bit Java on WLS Web Tier: “Use multiple managed instances. For example, two managed instances with a 4 GB heap size for each will provide much better response times than one JVM with a total heap size of 8 GB.”

See Oracle E-Business Suite Installation Guide: Using Rapid Install Release 12.2


Plan for Adequate Storage Consider Disk Space Needed for Online Patching

• Database

– SYSTEM tablespace needs double its current space allocation • 25GB increases to 50GB

– SEED tablespace needs double its current space allocation • 5GB increases to 10GB

• File System

– Two file systems need double the space of one file system

See Oracle E-Business Suite Installation Guide: Using Rapid Install Release 12.2


Plan for Required OS Platform If Currently Running on 32-bit Linux or Windows, Must Upgrade to 64-bit • If you didn’t change to 64-bit operating system during your 12.1 project,

you must do so during your 12.2 project

– 11.5.10: Linux and Windows are certified for 32-bit only

– 12.1: Linux and Windows are certified for both 32- and 64-bit

– 12.2: Linux and Windows are certified for 64-bit only

167

Oracle E-Business Suite Upgrades and Platform Migration (Doc 1377213.1)


If Doing an R12.2 Upgrade and a Platform Migration …

168

Consider Your Approach

• Many customers migrate the database tier in a prior project and downtime – Some customers do database migration and

R12.2 upgrade in the same project & downtime

– If you migrate the database in a prior downtime, intermediate split configuration must certified

– Choice of migration method will depend on database size & byte ordering (“endian-ness”) of source and target platforms

Database Tier

• You can migrate the application tier using the standard R12.2 upgrade process

– Rapid Install provides the R12.2 file system for your new application tier platform

Application Tier

Oracle E-Business Suite Upgrades and Platform Migration (Doc 1377213.1)


Leveraging Oracle Cloud Platform for EBS Upgrades

170


If Doing an On-Premises Upgrade …

172

Can Use Cloud for Some Environments, While Other Environments Remain On-Premises

On-Premises

Conference Room Pilot

Customization Unit Test

Training

Connected Integrations Test

Functional Validation Test

Production

Test Upgrade

Customization Development

Test environments

that must closely match

Production

Demo & Dev environments that need not closely match

Production

In Oracle Cloud


If Doing an Upgrade in the Cloud ...

173

All Upgrade Environments Are In The Cloud

Conference Room

Pilot

Customizations Development

Customizations Unit Test

Connected Integrations Test

Functional Validation Test

Production

Test Upgrade

Training

On-Premises In Oracle Cloud


Accomplish Both a Cloud Migration and an R12.2 Upgrade

EBS 12.1

EBS 12.2


Infrastructure IaaS

Integration

Java

Mobile Documents

Database BI

Big Data

IoT Platform

PaaS

EBS 12.1


Infrastructure IaaS

Integration

Java

Mobile Documents

Database BI

Big Data

IoT Platform

PaaS

EBS 12.2

A

B

Either 2-step path will work:

• --or--

A B


Accomplish Both a Cloud Migration and an R12.2 Upgrade

EBS 12.1

EBS 12.2


Infrastructure IaaS

Integration

Java

Mobile Documents

Database BI

Big Data

IoT Platform

PaaS

EBS 12.1


Infrastructure IaaS

Integration

Java

Mobile Documents

Database BI

Big Data

IoT Platform

PaaS

EBS 12.2

A

B

Either 2-step path will work:

• --or--

A B

Roadmap: Optimized Upgrade in the Cloud

Reduces downtime through guidance for capacity bursting

Supports as the recommended path

A


https://blogs.oracle.com/EBSandOracleCloud/

Blog: Oracle E-Business Suite and Oracle Cloud

• Live since 1st June 2016

• 40+ Articles since 1st June 2016

• Dedicated to EBS and Oracle Cloud Topics

• Sponsored by EBS Development Executives

Subscribe by Email

178

https://feedburner.google.com/fb/a/mailverify?uri=OracleE-businessSuiteAndOracleCloud&loc=en_US


http://docs.oracle.com/cd/E72030_01/infoportal/ebsoc.html

Getting Started – Additional Resources




Key Takeaways

212


Key Takeaways for R12.2 Upgrade Planning

All EBS patches for R12.2 and beyond are Online Patches

Business users will experience a new, more modern UI

DBAs will use the new ADOP Online Patching utility for all patches

Developers can apply new R12.2 standards to custom code TODAY

Upgrade project team can leverage the Oracle Cloud for R12.2 upgrades

213


Oracle E-Business Suite Learning Subscription

• Free access to hundreds of videos

– What’s New, Virtual Conference, User Experience, Advice from Development

• Subscription access to over 500 technical and functional training sessions

• Continuous updates and additions

Stay Up-to-Date on Everything Oracle E-Business Suite

214

education.oracle.com/subscriptions/ebs

Link Here

http://education.oracle.com/subscriptions/ebs


• Announcing E-Business Suite 12.2.6 (PDF)

• Oracle E-Business Suite Release 12.2.6 Highlights (Video)

215

EBS 12.2.6 Release Announcement and Video Highlights Generally Available Sept 15, 2016

EBS Learning Subscription: education.oracle.com/subscriptions/ebs

http://www.oracle.com/us/products/applications/ebs-ga-2016-09-15-3219054.pdf



http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=904&get_params=cloudId:243,objectId:14783



https://education.oracle.com/subscriptions/ebs


http://docs.oracle.com/cd/E26401_01/nav/scm.htm


Where to Find More Information on EBS

• EBS Documentation and Training – EBS 12.2 Information Center on MOS

– EBS Release Content Documents

– EBS Transfer of Info (TOI) Online Training

– EBS Documentation Web Library

• EBS Learning Subscription via OU – education.oracle.com/subscriptions/ebs

EBS 12.2 Information Center

EBS Learning Subscription via OU

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=388785906173942&id=1581299.1


https://support.oracle.com/epmos/faces/DocumentDisplay?parent=DOCUMENT&sourceId=1581299.1&id=807319.1

http://docs.oracle.com/cd/E26401_01/nav/scm.htm





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