66
About O2Works O2Works is one of the leading E-Business Suite services providers offering the most experienced teams of functional and technical consultants in the industry. Our hands-on resources average 20+ years of experience focused exclusively on implementing, di it ti d t di O l' E B i S it upgrading, integrating, and extending Oracle's E-Business Suite. Services offered Implementations (modules Managed Service / Remote Upgrades Apps and Implementations (modules or full) Managed Service / Remote Support Upgrades Apps and databases Client Advocate Services Application Optimization Training Quality assurance Training Presentations, White Papers, and other information shared online at: https://o2works.com/knowledge-works/

The R12 2 Upgrade Lessons Learned and How to Upgrade

  • Upload
    others

  • View
    14

  • Download
    4

Embed Size (px)

Citation preview

Page 1: The R12 2 Upgrade Lessons Learned and How to Upgrade

About O2WorksO2Works is one of the leading E-Business Suite services providers offering the mostexperienced teams of functional and technical consultants in the industry. Our hands-onresources average 20+ years of experience focused exclusively on implementing,

di i t ti d t di O l ' E B i S itupgrading, integrating, and extending Oracle's E-Business Suite.

Services offeredImplementations (modules Managed Service / Remote Upgrades ‐ Apps andImplementations (modules 

or full)Managed Service / Remote 

SupportUpgrades ‐ Apps and 

databases Client Advocate Services

Application Optimization Training Quality assurance Training

Presentations, White Papers, and other information shared on‐line at: https://o2works.com/knowledge-works/

Page 2: The R12 2 Upgrade Lessons Learned and How to Upgrade

O2Works Putting Oracle to Work

Oracle E-Business Specialists

h 2 2 dThe R12.2 UpgradeLessons Learned and How to Upgrade Successfully

NCOATUG F ll T i i DNCOATUG Fall Training DayOctober 10, 2020

Page 3: The R12 2 Upgrade Lessons Learned and How to Upgrade

R12.2 Upgrade Introduction

Art Dowd, Consulting Director, O2Works– Former VP of IT for Hospitality Company

Extensive business background prior to moving to IT– Extensive business background prior to moving to IT– Implemented / Upgraded Oracle eBus Suite– 20+ years with Oracle Applications– Experience with Oracle Consulting and two well regarded Oracle Applications

lti ficonsulting firms– Board Member of OAUG Upgrade SIG

For a copy of this presentation, e-mail me at: [email protected]

3

Page 4: The R12 2 Upgrade Lessons Learned and How to Upgrade

Overview / Agenda

E-Business Suite Support Schedule Types of Upgrades

Repeatable Methodolog / Upgrade Process Repeatable Methodology / Upgrade Process Critical documents R12.2 Upgrade timing / timeline What’s New in R12 2 What s New in R12.2 Planning and Executing the R12.2 Upgrade New Features in 12.2 More Information Sources More Information Sources Upgrading and the Cloud Contact information

4

Page 5: The R12 2 Upgrade Lessons Learned and How to Upgrade

Why Upgrade

• Per Oracle, when there is compelling business reason to do sodo so…– New features and functionality to assist business– Change in business direction; keep IT aligned– Replace customizations and bolt-ons with standard

features• Take advantage of Tech stack improvements• Take advantage of Tech. stack improvements• Obtain better support when patched current• Stay “in” support

5

Page 6: The R12 2 Upgrade Lessons Learned and How to Upgrade

Oracle E-Business Suite Support ppSchedule

Page 7: The R12 2 Upgrade Lessons Learned and How to Upgrade

NEW: Continuous Innovation on E-Business Suite 12.2

• On October 18, 2019 Oracle announced they were moving to a Continuous Innovation support model for Oracle E-Business Suite 12.2

• What that means there will be no 12 3 releaseWhat that means… there will be no 12.3 release.• Future releases will separate technology stack updates from applications code updates

– Applications Updates - Ongoing updates to EBS 12.2 applications code (similar to the current annual updates). Updates will be cumulative and will combine bug fixes and new features into a consolidated suite wide patch set that can be applied with onlinefeatures into a consolidated, suite-wide patch set that can be applied with online patching. Significant application regression testing will be required.

– Tech. stack Updates – Refresh of the Oracle Fusion Middleware platform technologies. These will allow customers to obtain new versions of the technology stack without upgrading the Oracle EBS applications code Testing should be similar to quarterlyupgrading the Oracle EBS applications code. Testing should be similar to quarterly patch testing.

• Support date: Oracle will not discontinue offering Oracle Premier Support on the Continuous Innovation releases prior to 2031. Beginning in 2019 Oracle will annually review whether or not to extend the Premier Support offering for an additional yearreview whether or not to extend the Premier Support offering for an additional year.

7

Page 8: The R12 2 Upgrade Lessons Learned and How to Upgrade

Oracle Application SupportPremier Extended Sustaining

Release GA DatePremier Support

Ends

Extended Support

Ends

Sustaining Support

Ends11.5.10 Nov 2004 Nov 2010 Nov 2013 Indefinite

12 Jan 2007 Jan 2012** Jan 2015 Indefinite12 Jan 2007 Jan 2012** Jan 2015 Indefinite12.1 May 2009 Dec 2021** Not Available Indefinite

** For more detailed information on EBS 12.0 and 12.1 bug fixing and for Extended Support minimum patch pre‐requisites, please refer to the EBS Error Correction Support Policy (Doc ID 1195034.1). For additional information regarding the above points, please see the EBS Support Policies FAQ (Doc ID 1494891.1).Customers running Oracle Fusion Middleware 10gR2 and 10gR3 in the Oracle E‐Business Suite version 12 internal technology stack will remain supported for the duration of the support period for Oracle E Business Suite 12Oracle E‐Business Suite 12.

E‐Business Suite Applications Extensions for Oracle Endeca Products and EBS Mobile applications follow the Lifetime Support Policy of the E‐Business Suite Release they utilize.

Product Latest release GA Date Premier Support Extended Sustaining

Oracle E‐Business Suite Continuous Innovation Releases

Product Latest release GA Date through at least Support Support12.2 12.2.10 Sep 2020 Dec 2031 Not Applicable Indefinite

Oracle E‐Business Suite has moved to a Continuous Innovation model for the 12.2 release. This means that E‐Business Suite provides support via regular Oracle E‐Business Suite Updates that can deliver new application functionality and feature enhancements, underlying technology stack updates, as well as fixes that have undergone thorough testing without a major upgrade.

8

Premier Support for Oracle E‐Business Suite Continuous Innovation Releases will be provided through the “Premier Support Through At Least” date above.  At Oracle’s discretion, the “Premier Support Through At Least” date above may be extended in one‐year increments.  Oracle currently has no plans to end Premier Support on the Oracle E‐Business Suite Continuous Innovation Releases. However, if it is no longer practicable for Oracle to continue to provide Premier Support for these products, then Oracle reserves the right to not to extend the “Premier Support At Least Through” date and the existing date will be set as the End Date for Premier Support.

Page 9: The R12 2 Upgrade Lessons Learned and How to Upgrade

Oracle Application SupportP i S t E t d d S t i iProduct Latest release GA Date Premier Support through at least

Extended Support

Sustaining Support

12.2 12.210 Sep 2020 Dec 2031 Not Applicable IndefiniteOracle E‐Business Suite has moved to a Continuous Innovation model for the 12.2 release. This means that E‐Business Suite provides support via regular Oracle E‐Business Suite Updates that can deliver new application functionality and feature enhancements underlying technology stack updates as well as fixes that have undergone thorough testing without a major upgradedeliver new application functionality and feature enhancements, underlying technology stack updates, as well as fixes that have undergone thorough testing without a major upgrade.

Premier Support for Oracle E‐Business Suite Continuous Innovation Releases will be provided through the “Premier Support Through At Least” date above.  At Oracle’s discretion, the “Premier Support Through At Least” date above may be extended in one‐year increments.  Oracle currently has no plans to end Premier Support on the Oracle E‐Business Suite Continuous Innovation Releases. However, if it is no longer practicable for Oracle to continue to provide Premier Support for these products, then Oraclereserves the right to not to extend the “Premier Support At Least Through” date and the existing date will be set as the End Date for Premier Support.

Oracle E-Business Suite has moved to a Continuous Innovation model for the 12.2 release. This means that E-Business Suite provides support via regular Oracle E-Business Suite Updates that can deliver new application functionality and feature enhancements, underlying technology stack updates, as well as fixes that have undergone thorough testing without a major upgrade.

Premier Support for Oracle E-Business Suite Continuous Innovation Releases will be provided through the “Premier Support Through At Least” date above. At Oracle’s discretion, the “Premier Support Through At Least” date above may be extended in one-year increments. Oracle currently has no plans to end Premier Support on the Oracle E-Business Suite Continuous Innovation Releases. However, if it is no longer practicable for Oracle to continue to provide Premier Support for these products then Oracle reserves the right to not to extend the

9

to continue to provide Premier Support for these products, then Oracle reserves the right to not to extend the “Premier Support At Least Through” date and the existing date will be set as the End Date for Premier Support.

Page 10: The R12 2 Upgrade Lessons Learned and How to Upgrade

Additional 12.1.3 application supportpp pp• Premier Support for 12.1.3 ends Dec 2021• Oracle Advanced Customer Support is offering Market Driven Support for 2022

and 2023– Critical fixes, and/or workarounds for newly-discovered product issues resulting in

Severity 1 and 2 Service RequestsPeriodic critical security patches and updates– Periodic critical security patches and updates

– Legislative and regulatory updates, as well as payroll-tax updates for selected countries

– There are minimum code requirements as well as minimum infrastructureThere are minimum code requirements as well as minimum infrastructure requirements

– Some older products are excluded (i.e. Daily Business Intelligence)– Price is based on a tiered price structure based on EBS support contract minimumhttps://www.oracle.com/a/ocom/docs/market-driven-support-for-e-business-suite.pdf

10

Page 11: The R12 2 Upgrade Lessons Learned and How to Upgrade

Application Support timeline

NOTE I S t b 2016 P i S t f 12 1 3 t d d f D 2016 til D 2021 Th t

September, 2020

For more information check: M O l S t N t 1494891 1 E B i S it R l S t P li FAQ

NOTE: In September 2016, Premier Support for 12.1.3 was extended from Dec, 2016 until Dec, 2021. That was before the Continuous Innovation Support model was released. Don’t expect further 12.1.3 extensions.

My Oracle Support Note 1494891.1 ‐ E‐Business Suite Releases ‐ Support Policy FAQ MOS Note 1195034.1 ‐ EBS 12.0 and 12.1 Extended Support minimum patch pre‐reqs

11

Page 12: The R12 2 Upgrade Lessons Learned and How to Upgrade

Application Support DocumentOracle Lifetime Support PolicyOracle Lifetime Support Policy

Oracle ApplicationsGo to: www.Oracle.comQuery: “lifetime‐support‐applications” Choose: “Lifetime Support Policy – Applications Unlimited 

|Oracle Support | Oracle Guide”|Oracle Support | Oracle Guide  

http://www.oracle.com/us/support/library/lifetime‐support‐applications‐069216.pdfOn the “Oracle Lifetime Support Policies ‐ Expect Lifetime 

S t” li k th li k t O l Lif ti S t It ill

12

Oracle E‐Business Suite Releases are on pg. 11Support” page, click the link to Oracle Lifetime Support. It will  open the lifetime‐support‐applications .pdf shown to the right.

Page 13: The R12 2 Upgrade Lessons Learned and How to Upgrade

Database Support

Page 14: The R12 2 Upgrade Lessons Learned and How to Upgrade

Oracle Database Releases

Premier Extended SustainingRelease GA Date

Premier Support Ends

Extended Support Ends

Sustaining Support Ends

11.1 Aug 2007 Aug 2012 Aug 2015 Indefinite11.2 Sep 2009 Jan 2015 Dec 2020 IndefiniteEnterprise Edition 12.1 Jun 2013 Jul 2018 Jul 2022 IndefiniteStandard Edition (SE) 12.1 Jun 2013 Aug 2016 Not Available IndefiniteStandard Edition One (SE1) 12.1 Jun 2013 Aug 2016 Not Available IndefiniteStandard Edition 2 (SE2) 12 1 Sep 2015 Jul 2018 Jul 2022 IndefiniteStandard Edition 2 (SE2) 12.1 Sep 2015 Jul 2018 Jul 2022 Indefinite12.2 Family 1

12 2 0 1 (Short term release aka Initial Release) 2 Mar 2017

Nov 30, 2020(Limited Error

Correction Period Not Available Indefinite12.2.0.1 (Short -term release aka Initial Release) Mar 2017 For 12.2.0.1 – Dec 1, 2020 – Mar 31,

2022) 2

Not Available Indefinite

18c (Short-term Release aka First Patch Set) Jul 2018 Jun 2021 Not Available Indefinite19c (Long Term Support Release aka Terminal Patch Set) Apr 2019 Mar 2023 Mar 2026 Indefinite

14

19c (Long Term Support Release aka Terminal Patch Set) Apr 2019 Mar 2023 Mar 2026 Indefinite

Foot Notes on following page

Page 15: The R12 2 Upgrade Lessons Learned and How to Upgrade

Oracle Database ReleasesFoot Notes for Oracle Database Releases (found on page 4):

For more detailed information on bug fix and patch release policies and dates, please refer to the Database Error Correction Support Policy (Doc ID 209768.1) and the Release Schedule of Current Database Releases (Doc ID 742060.1) located on My Oracle Support (MOS). 

Information on upgrade paths can be found in the Database Upgrade Guide for the release you plan to upgrade to. Product documentation can be found at https://docs.oracle.com in the Oracle Help Center. 1Oracle Database 12.2.0.1: Premier Support error correction provided for the period of December 1, 2020 through March 31, 2022 will be limited to Severity 1 production fixes and security fixes delivered via the Quarterly Release Update (RU) process. Error Correction support will be available only for the following platforms: Linux x86‐64, Solaris x86‐64, Solaris SPARC, IBM AIX on Power Systems IBM Linux on System Z (ZLinux) HP UX Itanium Fujitsu BS2000 and Microsoft Windows x64 This extensionon Power Systems, IBM Linux on System Z (ZLinux), HP‐UX Itanium, Fujitsu BS2000 and Microsoft Windows x64.  This extension excludes: Functional upgrades of any kind, issues associated with Third‐Party software, and certifications with new versions of the 

OS; embedded components in the Oracle Database that rely upon de‐supported releases of Java products; updates to any cryptography related functionality, including, but not limited to, Transport Layer Security (TLS), network encryption, and other forms of secured communications.

Embedded components in the Oracle Database that rely upon de‐supported releases of Java products; updates to any cryptography related functionality, including, but not limited to, Transport Layer Security (TLS), network encryption, and other forms of secured communications.

2Oracle Database 12 1 0 2 : Extended Support is offered for the period August 2021 through July 2022 for the following

15

2Oracle Database 12.1.0.2 : Extended Support is offered for the period August 2021 through July 2022 for the following platforms: Linux x86‐64, Linux on IBM Z, IBM AIX on POWER Systems (64 bit), HP‐UX Itanium, Fujitsu BS2000, Oracle Solaris on SPARC and Oracle Solaris on x86‐64. 

Page 16: The R12 2 Upgrade Lessons Learned and How to Upgrade

Database Support DocumentOracle Lifetime Support PolicyOracle Technology Products

G G lGo to: www.Google.comQuery: “oracle lifetime support policy technology products” Choose: “Oracle Lifetime Support Policy for Technology 

Products Guide” 

It takes you to:https://www.oracle.com/us/assets/lifetime‐support‐

technology‐069183.pdftechnology 069183.pdf 

16

Oracle Database Releases are on pg. 4

Page 17: The R12 2 Upgrade Lessons Learned and How to Upgrade

A Couple of Suggestionsp gg If your application upgrade project requires a database upgrade, you might want to

consider that a separate project and handle prior to the 12.2.X Application Upgrade. Lowers the risk of a combination Apps / DBA upgrade project Reduces your down time window on Upgrade weekend

Current target Database is 19c It is the new technology standard Certified with EBS 12.2.X in September, 2019 p , It is still going through it’s break-in period

The 19c is containerized database that will require the EBS is in its own container. This is different architecture from previous on-prem databases It will require some learning and familiarity from your DBA’s. Beware of performance It will require some learning and familiarity from your DBAs. Beware of performance

concerns.

“Oracle Database 19c Upgrade Tips & Tricks” presentation at Sean Scott today at 2:45 PM - 3:30 PM CDT.

1717

Page 18: The R12 2 Upgrade Lessons Learned and How to Upgrade

Types of UpgradesTypes of Upgrades

Page 19: The R12 2 Upgrade Lessons Learned and How to Upgrade

Upgrade TypeT h i l d l• Technical upgrade only– Focus on the tech stack / less expensive option– Led by DBA / Tech team with little functional support– Functional impact = testing and possibly trainingFunctional impact testing and possibly training– Common with dot release upgrades (i.e. 11.5.9 to 11.5.10)

Management / Executive Sponsor

Project ManagerProject Manager

Technical Technical LeadLead

B/A Fin B/A SC & Other Trainer

DBA / Sys. DBA / Sys. AdminAdmin

Developer / Developer / AnalystAnalyst

Business Process

Super UsersSuper Users

Other Owners

End Users / TestersHelp Desk / Network Support

19

Success = NO CHANGE on go-live Monday

Page 20: The R12 2 Upgrade Lessons Learned and How to Upgrade

Upgrade TypeFull Business Aligned Upgrade• Full Business-Aligned Upgrade– Aligned with Business objectives / ROI expectation– Inclusive, wide-ranging project across IT and Business– Requires more Executive SponsorshipRequires more Executive Sponsorship– Change Management Project; not just technical

Management / Executive SponsorManagement / Executive Sponsor

Project ManagerProject Managerj gj g

Technical Technical LeadLead

B/A Fin B/A Fin B/A SC & B/A SC & OtherOther TrainerTrainer

DBA / Sys. DBA / Sys. AdminAdmin

Developer / Developer / AnalystAnalyst

Business Business Process Process OwnersOwners

Super UsersSuper Users

OwnersOwners

End Users / TestersHelp Desk / Network Support

R t th t i l 11 5 10 t R12 d th t

20

Represents the typical 11.5.10 to R12 upgrade or one that includes significant functional or process changes

Page 21: The R12 2 Upgrade Lessons Learned and How to Upgrade

Repeatable Methodology /Methodology / Upgrade Process

Page 22: The R12 2 Upgrade Lessons Learned and How to Upgrade

Build a Repeatable Processp Secure - Active Executive sponsorship and support Communicate – Transparent reporting on Progressp p g g Gather - Proper Materials Recruit - The Right Team Members Organize - Create and Update Critical documentsOrganize Create and Update Critical documents Analyze and Plan – Use Iterative Method (minimum = three

rounds) Execute - A Serious and Dedicated Testing ProcessExecute A Serious and Dedicated Testing Process Experience - Have a leader, bring back the vets

22

Page 23: The R12 2 Upgrade Lessons Learned and How to Upgrade

Upgrade Process Flow Start  the process

Evaluate new 

Critical strategy and planning stage occurs 

here

l i i b f irelease

Upgrade? Stay put

Yes

Make adjustments

No

No

At least 3 iterations before Go‐Live

Install new release

Perform initial upgrade pass

Test / make adjustments

Perform test move to Prod. Test Acceptable

Yes

Go Schedule cut over dateFinal TestingReady?Yes

Go Live

Make final 

No

adjustments

23

Page 24: The R12 2 Upgrade Lessons Learned and How to Upgrade

Critical documentsCritical documents

Page 25: The R12 2 Upgrade Lessons Learned and How to Upgrade

Organize Critical Documents

DBA Playbook – The DBA activity will drive the R12.1.3 to R12.2.X upgrade. Playbook will cover all of the DBA steps, timings, outcomes, and issues. It should also serve as the base plan to which functional tasks such as testing, code remediation, training, and more testing is added.

Master Impact List – Complete full listing of all potential changes that should require investigation or testing– Drives new features use and all testing– Applies to standard Oracle features and Customer- created impacts

25

Page 26: The R12 2 Upgrade Lessons Learned and How to Upgrade

Example of Master Impact List

26

Page 27: The R12 2 Upgrade Lessons Learned and How to Upgrade

Master Impact List

• Some Examples:– 3rd Party Check Printing System may need to be retested or replaced with XML / BI

PublisherPublisher– Custom Form may need to have customization reapplied to standard Oracle form– Account Generator changes might get overwritten, and it may be necessary to

reapply changes– New report available as standard functionality, we may want to review as a potential

business solution– Standard interface may have new parameters, may need to resubmit for recurring

submission (scheduling)submission (scheduling)

2727

Page 28: The R12 2 Upgrade Lessons Learned and How to Upgrade

Upgrade timing / pg gtimeline

Page 29: The R12 2 Upgrade Lessons Learned and How to Upgrade

R12.2 Upgrade High Level Time Line

29

Page 30: The R12 2 Upgrade Lessons Learned and How to Upgrade

Upgrade Project Team Size - $$$R12.0.6 or R12.1.3 to R12.2.X  

TECHNICAL UPGRADER11.5.10 to R12.2.X  or FULL  UPGRADE

Management / Executive Sponsor

Project Manager

Technical Technical LeadLead

B/A Fin B/A SC & Trainer

DBA / Sys. DBA / Sys. AdminAdmin

Developer / Developer / AnalystAnalyst

Business Process

Super UsersSuper Users

B/A Fin Other TrainerProcess Owners

End Users / TestersHelp Desk / Network Support

The reduction in Project team size significantly decreases overall effort needed fortraining and indoctrination. There will be less testing required for new functionality butcustomization and integration testing will be critical. Use of experienced testing resourcei i t t Th 12 2 U d i ll i k l i t i j t th this important. The 12.2 Upgrade is a smaller, quicker, less intrusive project than theyour 11i to R12 upgrade.

30

Page 31: The R12 2 Upgrade Lessons Learned and How to Upgrade

What’s new in R12 2What’s new in R12.2

Page 32: The R12 2 Upgrade Lessons Learned and How to Upgrade

Oracle Applications R12.2.X Available as of Open World, 2013 Represents the HOLY GRAIL of Patching… minimal downtime

(middle tier re-boot only)(middle tier re boot only) Designed to eliminate log downtimes. Beneficial to:Customers with 24 hours shops

o World-wide operationspo Manufacturers running 3 shifts

Companies who can’t afford extended downtimes for upgrades Makes use of Edition-Based Redefinition (EBR) feature of the 11g, 12c,

and 19c Databases Makes use of database synonyms to keep track of DB changes to the dual

file systemsy

32

Page 33: The R12 2 Upgrade Lessons Learned and How to Upgrade

R12.2 Overview

Two complete file systems are always present

Prepare1

– Run Edition - Used by the running Application

– Patch Edition – Either:C tl b i t h d

Cutover

Cutover2

1

• Currently being patched or • Waiting for the next patching cycle

– The two files systems are rotated betweenPrepare The two files systems are rotated between Run and Patch during every patch cycle

Prepare2

Source: Kevin Hudson ‐ Online Patching with Oracle E‐Business Suite 12.2g

33

Page 34: The R12 2 Upgrade Lessons Learned and How to Upgrade

Online Patching Cycle - ADOP

Minimal downtime – time it takes to point to the new app tier address Runs in the background

34

Page 35: The R12 2 Upgrade Lessons Learned and How to Upgrade

Planning and Executing the 12 2Executing the 12.2Upgrade

Page 36: The R12 2 Upgrade Lessons Learned and How to Upgrade

Upgrade PlanningPlanning process needs to be comprehensive and inclusive of Business alignment and technical aspects Areas to evaluate include:

Upgrade extent New Features Business alignment Hardware / platform / network capacity Human resource availability – who and when Training capacity and tools Training capacity and tools Application support Testing strategy and experience Oracle product strategy Project planning & management capacity

36

Page 37: The R12 2 Upgrade Lessons Learned and How to Upgrade

R12.2 – Hardware Resource Considerations Database

o SYSTEM tablespace requires double current space allocation 25GB increase to 50GB

SEED t bl i d bl it t ll tio SEED tablespace requires double its current space allocation 5GB increases to 10GB

File Systemo 2 file systems require double the space of 1 file systemo 2 file systems require double the space of 1 file system

The new 12c Database encompasses BEA’s WebLogic, not the old Apache. o This is new and will require learning from unfamiliar DBA’s and Sys

Ad iAdmins. There is a higher CPU use due to increased utilization of Java in the

applications and platform.

37

Page 38: The R12 2 Upgrade Lessons Learned and How to Upgrade

R12 Upgrade High Level Time Line

The part of the

dupgrade project that is that is most likely to yeat your lunch!

38

Page 39: The R12 2 Upgrade Lessons Learned and How to Upgrade

Customization Strategyhttp://searchoracle.techtarget.com/tip/Working‐with‐custom‐code‐in‐E‐Business‐Suite‐upgrades

Minimize EBS custom codeMinimize EBS custom codeo phase out obsoleteo analyze concurrent requests

Migrate only what's necessaryo take a new copy from new release ando take a new copy from new release and

reintroduce the modificationso main interface may not have been greatly

modified but o test additional lookups or validations or p

extra data transformations that were added

Forms involve tricky custom codeo start with fresh menu from Oracle & make

changes

39

Page 40: The R12 2 Upgrade Lessons Learned and How to Upgrade

R12.2 – Code readiness Database Objects & code must follow new set of standards using the

correct DB synonyms The Database 11gR2 EBR feature adds a new logical view over the database

objects in EBS. Access to these database objects must be via the logical layer Access to these database objects must be via the logical layer. Online Patching Readiness Report (Doc ID 1531121.1) for Global

Standards Compliance Checker (GSCC) will identify non-compliant custom code that will need to be addressed in the upgrade. 4 reports are generated:

o ADZDDBCC.LSTADZDPMAN TXTo ADZDPMAN.TXT

o ADZDPSUM.TXTo GSCC_OUT.LOG

Pop them open in notepad, copy/paste to spreadsheet and use DATA / Text to Columns function

It will give you a feel for whether you have a small medium or large issue It will give you a feel for whether you have a small, medium, or large issueo In some cases there are scripts that will fix the problem upon re-runo Other issues may require manual remediation to the code

Next step:o CEMLI Services tool – Oracle CEMLI Services subscriptiono Custom scriptso Panaya (acquired by Infosys in 2015)o Config Snapshot

40

Page 41: The R12 2 Upgrade Lessons Learned and How to Upgrade

Lesson learned: Dedicated Testing Process - Criticalg

Have a thorough library of test cases and detailed test scripts Include and use cases from past implementations or upgrades Add and modify test cases for new features or functionality Make sure your test cases have specifics about test data and

Know the expected results – Use real DataB i b k t th b tt d f t Bring back your vets – they are better and faster

More testers = more familiarity with application prior to go-live > less productivity lossT k it d i t bilit Track every item and assign accountability

Testing Tools can provide additional value …BUT, they can’t replace user involvement

41

Page 42: The R12 2 Upgrade Lessons Learned and How to Upgrade

Go-live lessons learned Cutover / War Room Post Cutover Support (Responsiveness and Transparency)

H DBA b k Have some DBA back up Update and file your library of test cases and scripts for future use Keep updated and available – all Training information (how-to’s, p p g ( ,

FAQ’s, tests) Archive:

Master Impact List– Master Impact List– Customization Catalog– Materials for next upgrade– Redevelopment timings, etc

42

p g ,

42

Page 43: The R12 2 Upgrade Lessons Learned and How to Upgrade

What you can expect from 12.2 No more extended outage windows for patching DBA’s will actually spend more time patching One-off patches will be a pain to implement as it will require use of One-off patches will be a pain to implement as it will require use of

ADOP There may be degraded performance on the Production instance

and while patching is occurring “in the background”and while patching is occurring in the background For functional resources, testing will still be required For developers, it’s important to know what the patch cycle is and

how long it is supposed to take

43

Page 44: The R12 2 Upgrade Lessons Learned and How to Upgrade

New Features in R12.2

Page 45: The R12 2 Upgrade Lessons Learned and How to Upgrade

New Features in 12.2.XThere have been numerous enhancements to R12.2 in the 8 releases since it came out in September, 2013. Among the notable have been: On line patching On-line patching Enterprise Command Centers Android mobile apps

A i i th b f HTML f f t bl t / bil d i An increase in the number of HTML forms for use on tablets / mobile devices More Modern User Experience (UX) Review Cliff Godwin’s video (14:55 min) of EBS highlights form Oracle

O W ld 2019OpenWorld 2019https://learn.oracle.com/ols/course/oracle-e-business-suite-highlights/50662/63258/83333– Heavy focus on various Enterprise Command Centers

45

Page 46: The R12 2 Upgrade Lessons Learned and How to Upgrade

Some new features in 2018 Tip: Look for enhancements in areas where Oracle

operates (i.e. Financials, Procurement, HCM, etc.) Improvements in Order Management for flexible

groupings and Channel Revenue Management forgroupings and Channel Revenue Management for rebate programs and trade promotions

iProcurement enhancements for “spot buy” capabilities for privileged user one-time purchases

iSupplier portal allows single supplier representative pp p g pp pto operate on behalf of multiple subsidiaries

Oracle Service Contracts enhances usage billing with group plans for better pricing and discounts

Perform all key self-service HR functions using Mobile release 8 for HCMMobile release 8 for HCM

Launch of Enterprise Command Centers Check out “Announcing Oracle E-Business Suite

2018 Innovations” http://www.oracle.com/us/products/applications/ebs-p // o ac e co /us/p oduc s/app ca o s/ebs2018-innovations-5119373.pdf

46

Page 47: The R12 2 Upgrade Lessons Learned and How to Upgrade

Some new features in 2019 Enhancements to Enterprise Command Centers

were a major focus in 2019 Command Centers were increased from 6 to 22

comprising 72 dashboards Introduced Enterprise Command Center

Framework that provides multi-lingual support for ECC as well as extensibility so users can add their yown key indicators and attributes

Increased the number of HTML UI’s Added “list search” functionality that simplifies table

searches in many high-use HTML pagessearches in many high use HTML pages Check out “Announcing Oracle E-Business

Suite: Innovations in 2019” https://www.oracle.com/a/ocom/docs/announcing-ebs-innovations-2019 pdfebs-innovations-2019.pdf

47

Page 48: The R12 2 Upgrade Lessons Learned and How to Upgrade

Some new features in 2020 Once again, enhancements to Enterprise

Command Centers were a major focus in 2020 Command Centers were increased from 22 in 2019 Command Centers were increased from 22 in 2019

to 30 Command Centers and more than 100 dashboards as of September, 2020.

Mobile Release 9 for updates to smartphone apps EBS Person Data Removal Tool for safely

removing sensitive personal data from EBS. (available for 12.1.3 and 12.2).

Check out “Announcing Oracle E Business Check out Announcing Oracle E-Business Suite: Innovations in 2020” https://www.oracle.com/a/ocom/docs/applications/ebusiness/announcing-ebs-innovations-2020.pdf

48

Page 49: The R12 2 Upgrade Lessons Learned and How to Upgrade

Enterprise Command Centers

Role-based Business Intelligence dashboards with information-driven navigation by job function

o Allows for browsing and drilling into actionable indicators & near Real Time Datao Allows for browsing and drilling into actionable indicators & near Real Time Datao Uses tools and visualizations such as actionable indicators, tag clouds, interactive

charts, and consumer-like search and filters o Displays data recalculated with each drill

Facilitates prioritization and enables users to narrow in on critical transactionso Facilitates prioritization and enables users to narrow in on critical transactions Can be applied to Oracle E-Business Suite 12.2.4 and higher Can be used for handling custom reporting needs Extensible framework allows for extending the reporting & dashboardsg p g Former Endeca product Available at no additional cost to licensed users of the underlying Oracle EBS Recommend setting up on a separate server (patching required for Framework and

applications)applications)

49

Page 50: The R12 2 Upgrade Lessons Learned and How to Upgrade

Enterprise Command Centers – as of September, 2020

*

* Consumer‐like shopping enabled via ECC Framework51

Page 51: The R12 2 Upgrade Lessons Learned and How to Upgrade

Procurement Command Center Consists of the Procurement

Operations, Indirect Procurement, and Supplier Analysis dashboards.

Prioritize work and resolve issues with the dashboards.

o Drive timely and well-informed decisions through data insights.

o Take corrective actions on exceptions before they impact the businessbefore they impact the business.

Provide timely responses to feedback on catalog updates to eliminate maverick spending and benefit from ongoing contract usagecontract usage.

Manage supply risk by viewing purchase activities in summary. Use an extended supplier profile and

performance criteria to find the best set ofperformance criteria to find the best set of suppliers to meet business requirements.

52

Page 52: The R12 2 Upgrade Lessons Learned and How to Upgrade

Procurement Operations - Requisitions

Manage work queue based on priority.p y

Determine if requisitions can be sourced from existing documentsexisting documents.

Find the preferred supplier for a requisition line.

Manage the Buyer Manage the Buyer workflow for the org.

53

Page 53: The R12 2 Upgrade Lessons Learned and How to Upgrade

Procurement Operations - Orders

Manage work queuebased on status.

Proactively work with suppliers to manage shipments.

Review time spentReview time spent on the lifecycle for orders and manage the reduction effectivelyeffectively.

Review based on document types.

54

Page 54: The R12 2 Upgrade Lessons Learned and How to Upgrade

Procurement Operations - Agreements

Maintain Best Prices for the Organization.g

Extend Agreements with upcoming expiration dates or amounts agreedamounts agreed.

Negotiate Agreements that are over utilized.

Reduce off contract Reduce off-contract spend from low utilization of agreements.

55

Page 55: The R12 2 Upgrade Lessons Learned and How to Upgrade

Key information on Enterprise Command Centers

The best source of information for the Enterprise Command Centers is the Oracle Enterprise Command Center (ECC) p ( )Framework –V5 Quick Start Guide.

It can be found at: https://www.oracle.com/a/ocom/docs/applications/ebusiness/ebs enterprise commandions/ebusiness/ebs-enterprise-command-center-quick-start-guide.pdf

The 6 page .pdf provides Implementation, Training, and User guides for 29 Command g gCenters as well as introductory videos and a link to the Oracle Enterprise Command Center – EBS (MOSC) Community

56

Page 56: The R12 2 Upgrade Lessons Learned and How to Upgrade

More information on Enterprise Command Centers

“Announcing Oracle E-Business Suite: Innovations in 2020” focuses primarily on the Enterprise Command Centers. It can be found at https://www oracle com/a/ocom/docs/applications/ebusiness/announcing-ebs-https://www.oracle.com/a/ocom/docs/applications/ebusiness/announcing-ebs-innovations-2020.pdf

Oracle blog information on ECC: https://blogs.oracle.com/ebs/march-2020-update-on-oracle-enterprise-command-centersupdate on oracle enterprise command centers

In addition, there is a 29 minute free video on “Oracle E-business Suite Enterprise Command Centers’’ presented by Cliff Godwin. It can be found at: https://learn.oracle.com/ols/course/oracle-e-business-suite-enterprise-command-centers/50662/60416/79190

Oracle YouTube channel has multiple presentation on ECC. Go to https://www.youtube.com/oracle/ and search “Enterprise Command Centers”

57

Page 57: The R12 2 Upgrade Lessons Learned and How to Upgrade

Other Compelling New Features Sources Cliff Godwin’s Oracle E-Business Suite: Innovations in 2020 video can be found at:

https://learn.oracle.com/ols/course/50662/81174 Presentations by Cliff Godwin (typically at Collaborate conferences as well as Oracle

OpenWorld) highlight the new EBS featuresOpenWorld) highlight the new EBS features. Videos of these presentations or abridged versions as well as .pdf copies of Roadmap

presentations can be found on https://oracle.com/applications/ebusiness/

58

Page 58: The R12 2 Upgrade Lessons Learned and How to Upgrade

More Compelling New Features ResourcesEBS Content available from: https://learn oracle com/ols/home/50662EBS Content available from: https://learn.oracle.com/ols/home/50662 Multiple Roadmap and features presentations covering long term strategy as well as Release highlights

covering what’s new in various R12.2.X releases Launched in January, 2020. Contains Free content as well as paid

https://www.oracle.com/a/ocom/docs/applications/ebusiness/EBS-Learning-Center-2020-01-13c.pdf

Also check…My Oracle Support Release Content Documents Value Proposition

Documents Training videos

59

Page 59: The R12 2 Upgrade Lessons Learned and How to Upgrade

Need some Oracle on-premise sales help?

• Your former Oracle Sales Rep, who used to handle your on premise inquiries is only compensated for Cloud sales, so he will not likely be very interested unless there is a potential Cloud projectpotential Cloud project.

• If you need help with your on premise Oracle EBS applications and want to expand your footprint or add licenses, e-mail inquiries to: [email protected] contact:or contact:

Matt [email protected]‐612‐587‐5103

Michael [email protected]‐908‐547‐1836

Rory [email protected]‐612‐587‐5183

Sales:Nathalie [email protected]

• HealthCare / Higher Ed• Life Sciences• High Tech / Comms / Media

• Top 100• Financial Services• East License

• West License• Retail / CPG

1‐612‐587‐5423

60

Page 60: The R12 2 Upgrade Lessons Learned and How to Upgrade

More R12.2 Information Sources

Page 61: The R12 2 Upgrade Lessons Learned and How to Upgrade

More Information on R12.2Oracle E‐Business Suite Release 12.2 Information Center 

(Doc ID 1581299.1)• Continuous Innovation on Oracle E‐Business Suite 12.2

• My Oracle Support How to Series: How to use Hot 

Topics (partial list)

Topics Email notification to subscribe to Support Product News, SRs, Bugs, etc. and events so that you Never Miss an Important Update 

• Oracle E‐Business Suite Release 12.2: Technical Planning, Getting Started, and Go‐Live Checklist

• Oracle E Business Suite Mobile Apps Release 12 1• Oracle E‐Business Suite Mobile Apps, Release 12.1 and 12.2 Documentation

• Information Center: Oracle E‐business Suite Extensions for Oracle Endeca Install & Configure 

• Oracle E‐Business Suite Releases 12.1 and 12.2 Release Content DocumentsRelease Content Documents

• Achieving Optimal Performance with Oracle E‐Business Suite 

• Oracle E‐Business Suite Release 12.2: Consolidated List of Patches and Technology Bug Fixes Consolidated List of Patches and Technology Bug 

62

Fixes• Oracle E‐Business Suite Release 12.2: Consolidated List of Patches and Technology Bug Fixes  

Page 62: The R12 2 Upgrade Lessons Learned and How to Upgrade

Other Valuable R12.2.X Resources Oracle E-Business Suite on Oracle.com (many information resources) My Oracle Support

o Oracle E-Business Suite Release Content Documents(Doc ID 1302189 1)o Oracle E Business Suite Release Content Documents(Doc ID 1302189.1) o Oracle E-Business Suite Transfer of Information Online Training (Doc ID 807319.1) o Oracle E-Business Suite Documentation Web Library, Release 12.2 (product doc)

Announcing the Oracle E-Business Suite Learning Center: https://www.oracle.com/a/ocom/docs/applications/ebusiness/EBS-Learning-Center-2020-01-13c.pdf

Oracle YouTube Channel https://www.youtube.com/oracle/Reference Manuals Reference Manuals

Blogs: https://blogs.oracle.com/ebstech/ The capable hands of Elke Phelps and her team

User Groups / ConferencesUser Groups / Conferences

63

Page 63: The R12 2 Upgrade Lessons Learned and How to Upgrade

“Upgrading and the pg gOracle Cloud”

Page 64: The R12 2 Upgrade Lessons Learned and How to Upgrade

“Upgrading and the Cloud”

“Lift and Shift” is not Oracle SaaS (Fusion applications)o It is hosting (Oracle, Amazon, Microsoft Azure, Google, Rackspace, etc.)o Oracle Cloud Infrastructure (OCI) has improved with the release of Gen 2

“Move and Improve” is “Lift and Shift” of your EBS applications to the Oracle Infrastructure Cloud Services (ICS) Gen 2… and then you upgrade.

If you “Lift and Shift” your Oracle EBS platform to the Oracle Cloud, you maintain ownership and there is an option for you to continue to manage your applications.Oracle Clo d Infrastr ct re co ld be sed in an pgrade to spin p a Oracle Cloud Infrastructure could be used in an upgrade to spin up a development test instance if you are hardware constrained. o It could serve as “starter” project for the cloud to get used to the offering as well as

the pricingthe pricing

65

Page 65: The R12 2 Upgrade Lessons Learned and How to Upgrade

“Upgrading to the Cloud”

There is no “upgrade” from Oracle EBS to Oracle SaaS (Fusion Applications); it is a massive Re-engineering / Re-implementation efforto Customizations are replaced by “Best Practice” functionalityo There is no access to data tableso Any customization has to be written in Platform as a Service (PaaS) and you then

pay a monthly PaaS subscriptionpay a monthly PaaS subscriptiono There are quarterly mandatory upgrades that users have to test

Oracle handles DBA tasks Customer handles Developer duties and all functional testingp g

o Capital expenditures (CAPEX) now becomes Operating Expenses (OPEX) o Certain applications are not yet ready for prime time

66

Page 66: The R12 2 Upgrade Lessons Learned and How to Upgrade

Art DowdConsulting DirectorO2Works [email protected]