Upgrade to R12 Why and How

8/6/2019 Upgrade to R12 Why and How

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Putting Oracle to Work

Oracle E-Business Specialists

Managing a Successful R12 e Business Suite Upgrade A Repeatable Methodology to Help Ensure Success

Michigan Oracle Users Summit September 24, 2009


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OverviewIntroductions and Audience survey

Upgrade typesR12 Ex erience / Wh it is differentUpgrade process and planning

Keys to Success Process ComponentsResourcesMethodology

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Introduction - Speaker

, ,Former VP of IT for Hospitality CompanyExtensive business back roundImplemented / Upgraded Oracle eBus Suite

10 years with Oracle ApplicationsExperience with Oracle Consulting and two wellregarded Oracle Applications consulting firms

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Audience surveyRole Apps Release level

Technical DBA

10.7

Project Manager 11.5.1 11.5.7

Business Process Owner

Super user

11.5.8 or 11.5.9

11.5.10

End user

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Upgrade vs. re-implementBack in the dark ages (pre 11 i) there were technical

people opted to re-implementDue to the significant changes to the apps in going to R12the question is surfacing again

Recommendation = upgrade unless there is as gn cant reason caus ng you to ave to re- mp ement

Upgrade process, technology, tools, and scripts aresi nificant im rovedRe-implementation = much more extensive projectData conversion / testing will be an issue

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Re-implementation considerationsYou might need to re-implement if:

ou ave c ange your as c us ness organ za onstructure and your application configuration does not stillfit our businessYou have tons of customizations that you would like to

retire in order to use current features and functionalitiesand streamline your operationsYour original implementation was really screwed up and it

s as ca y unusa eYou have tons of really, really bad data

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Why Upgrade?Per Oracle, when there is compelling business reason

New features and functionality to assist businessChan e in business direction; kee IT ali nedReplace customizations and bolt-ons with standard

featuresTake advantage of Tech. stack improvementsObtain better support when patched current

e us on rea yStay in support

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Application supportRelease GA Date

PremierSupport Ends

ExtendedSupport Ends

SustainingSupport Ends

. .

11.5.1 11.5.6 Jul 2006 Not Offered Indefinite

11.5.7 May 2002 May 2007 Not Offered Indefinite

11.5.8 Nov 2002 Nov 2007 Not Offered Indefinite

11.5.9 Jun 2003 Jun 2008 Not Offered Indefinite

11.5.10 Nov 2004 Nov 2010 Nov 2013 Indefinite

R 12 Jan, 2007 Jan, 2012 Jan, 2015 Indefinite

R12.1 May, 2009 May, 2014 May, 2017 Indefinite

rac e - us ness u te e eases an w eac ave a rect pat to t e app cat ons u t on Oracle Fusion Middleware.

For the first two years of Sustaining Support for release 11i9, Oracle will provide fixes for Severity 1production bugs. The only legislative update that will be provided is for U.S. Tax Form 1099 for the

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tax year.


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A lication su ortPremier Support covers five years from the general availability date Provides maintenance and support of your Oracle Database, Oracle FusionMiddleware, and Oracle Applications covering:

Major product and technology releases Technical support , , , , Tax, legal, and regulatory updates Upgrade scripts Certification with most new third-party products/versions Certification wit most new Oracle pro ucts

Extended Support - an extra three years of support for specific Oraclereleases for an additional fee.

, ,including access to online support tools, knowledge bases, and technicalsupport experts. (Metalink and phone support)

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T ical U rade Process FlowStart theprocess

Evaluate newrelease

Make

? Stay put

Install newrelease

Perform initialup rade pass

Test / makeadjustments

Yes

Perform testmove to Prod.

Test Acceptable

No

No

Yes

Schedule cutover date

Final TestingReady ?YesGo

Live

Make finaladjustments

No

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Upgrade TypeTechnical upgrade only

Led by DBA / Tech team with little functional supportFunctional impact = testing and potentially trainingLess expensive optionCommon with dot release upgrades

-Aligned with Business objectivesInclusive, wide-ranging project across IT and Business

Requires more Executive SponsorshipInvestment in the IT / Business needs

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Why R12 is not your standard upgradeUser Interface overhaul willchange to look and feel of theapp cat ons or everyoneCertain modules had significantmodifications and enhancements to features and functionality

General Ledgerccoun s aya e aya es

Accounts ReceivableProcurement services

generally the modules with the most users

Re ortin tools have beenimpacted

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R12 Lessons learnedFinance / GLFinance / GLUser Interface - Very different look and feel . Similar toPeopleSoft. Will require more training and getting used to.Sub ledger Accounting (SLA) for Operating Unit flexibility

removed and are now centralized.

Multi-Org Access Control (MOAC) - Provides role based access to.

access to multiple operating units

Check out the critical reports early - Trial balances, sub ledger

accoun ng, e c. are eren w e ou pu . anyreports no longer exist. New setups are needed in Sub LedgerAccounting (Open balance definitions) and some new templates

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R12 Lessons learnedAccounts PayableAccounts Payable

.

and feel for the workbench.iPayment functionality now included and affects vendorconsolidation for AP, CE, and Advanced AR

iSupplier portal integration had been rough when product. , .Significant patching requirements early in releaseInformation expansion (TCA arch.) led to long upgradesteps and blown table extensions

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R12 Lessons learnedOracle Business Intelligence Enterprise EditionOracle Business Intelligence Enterprise Edition

Web Server, Portal, Oracle Internet Directory (OID),Operating System .

not implement.

Confirm OBIEE hardware requirements . Requires singleinsta ation on a high-performance server

Web ADIWeb ADI

When moving from Desktop ADI to Web ADI, you lose theability to create financial statements in ADI

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Upgrade Flow Key stepStart theprocess

Critical strategy andplanning stage occurs

Evaluate newrelease

Make

? Stay put

Install newrelease

Perform initialup rade pass

Test / makeadjustments

Yes

Perform testmove to Prod.

Test Acceptable

No

No

Yes

Schedule cutover date

Final TestingReady ?YesGo

Live

Make finaladjustments

No

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How to Ensure Success - Build aRepeatable Process

-

Communicate Transparent reporting on Progress-

Recruit - The Right Team Members-

Analyze and Plan Use Iterative Method (3 rounds)Execute -A Serious and Dedicated Testin ProcessExperience - Have a leader , bring back the vets

Ti - rchive work rom revious iterations

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Secure Executive SponsorshipWho is the 800 lb. Gorilla?

-

Support active is betterWhen ou reall have to have a decisionHelps control scope creep

Does the project have legs?Is it aligned to the current business objectivesStrategic

e urn n nves men

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Communication

Have a comprehensive plan

By what method / meansKnow our audience

What are they interested in

Share relevant knowledgeSet the tone

Be transparent

os veRecognize the valueFocus on what u rade will rovide to business

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Gather Proper MaterialsFrom Metalink:

Release Content Documents for all Releases betweenwhere you are and where you want to be (for moduleleads only).Latest Im lementation uides for each module inproduction or moving to productionLatest User guides each module in Production or moving

Secure Passwords and Access for whole teamE-Business Suite R12 Information Center

- us ness u te pgra e u e eta n note461705.1

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Proper Materials (cont.)

List of Customizations and ExtensionsInclude all re orts forms views extracts tri ers etc

List of custom reports (in all forms)Interfacesor ow ccoun enera or e n ons

Oracle supported extensionsAnything that touches Oracle that didnt come shippedfrom Oracle CorporationDisconnected Spreadsheet (for OIE)

Be prepared for some unknown customizations

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Custom code change quagmire

Oracles R12 Upgrade : Most code upgraded seamlessly,

Custom Code Requiring Changes during :Forms : ~10% of forms and libraries needed touchingReports : ~1% of reports needed touchingC code : ~20% of C code needed touchingJava code : ~1% of overall Java code needed touchinJSPs : ~50% of JSPs needed touchingAutoConfig Configuration Customizations

, . . ,JDev10.1.3

Source: Ray Lin - Customer Service Support Manager : Oracle E-Business Suite

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Proper Materials Tools

Library of Test CasesDetailed test scri ts

Include and use cases from past 11i Implementation orupgrades

functionality

Modify test cases to reflect new or changed functionalityMake sure your test cases have specifics about test dataand expected resultsCheck them back in to the librar for next time

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Proper Materials - Hardware

Hardware, Software, and Network , ,

Cloning skillsScale-able instance strategyAdequate high speed storage / recovery capabilities

Shared Project Folder or SpaceMac and PC if necessaryAbility for Oracle Support Access if Necessary (ODC orNet meetinAdequate network bandwidth / throughputRemote access via secure VPN

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Proper Materials Hardware (cont.)

Definition of Current State of Production

Browser VersionDatabaseApp server

DiscovererSelf Service Framework Approvals Manager

Version of ADIVersion on tools

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Extended Team - Responsibilities

Management / Executive Sponsor

Project Manager

Business BusinessTechnical Lead Analyst Fin.

AppsAnalyst SC &

OtherTrainer

ys.Admin

eve operAnalyst

us nessProcess Owners Super Users

Help Desk / Network Support

End Users / Testers

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Team Members and Skills - Technical

DBA(s) and duties-,

requisitesDevelop upgrade instance strategy / validate spaceCreate test environmentPerform initial timings for patch application

Creation of Testing EnvironmentsIncremental Backu sProduction Cutover

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Team Members and Skills Tech (cont.)

Technical lead

Review architecture and Instance strategySchedule development work Assess technical training needs

Developer AnalystsReview customizations, extensions, interfacesWork with functional resources to reconstruct necessary

Modify / update /remove CEMLIsDevelop and test code

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Team Members and Skills Tech (cont.)

Network Specialists- ,

Push out new versions of any necessary client softwareParticipate in load testing sessionsProvide remote Access for non-employee personnel

e p es ersonneAssist with Testing New Features

Update Account and Description

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Team Members and Skills Functional

Super Users (Functional)Review RCDs for new features and chan es

Review draft of Master Impact ListInput to and Execution of Test Cases and Test Scriptso o erson or now e ge o ew unc ona y

Develop and Deploy New Features Training and

DocumentationInteract with end users for module to gain understandingof issues and needs

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Team Members and Skills Functional

Trainers

develop new training materials covering new featuresUpdate training material for new usersDevelop training for new features

Additional Optional ResourcesOracle Support RepresentativeInternal or Outside Consultants

Tip Approach this like a cross functional project

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Documents

Identify and Pull together key information

Get prepared for your analysis

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Two Critical Documents

Master Checklist Build a Master list for the upgrade

TIP: Download Maintenance Wizard to a spreadsheet. Capture timings for pre, during, and post patching. LIST and Assign .

Master Impact List Complete full listing of all

or retestingDrives new features use and all testin

Applies to standard Oracle features and Customer-created impacts

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Example of Master Impact List

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Master Impact List

Some Examples:

retested or replaced with XML / BI PublisherCustom Form may need to have customizationreapplied to standard Oracle form

Account Generator changes might get overwritten, andit may be necessary to reapply changesNew Report available as standard functionality, we may

Standard Interface may have new parameters, may needto resubmit for recurring submission (scheduling)

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Analyze and Plan Iterative Method

Analyze, Plan, Estimate, Repeat

Use as a Tool to Build your Project Plan

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The Method First Iteration (cont.)

DBA team creates the test environmentSet up R12 Vision Instance for functional sandboxRefine Master Checklist Timings for Pre-Requisite Steps DBA Portion

DBA applies patches gather good timingestimates (challenge in test environment)Gather timing on additional patching, Gather

Stat st cs, post patc ng, etc

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The Method First Iteration (cont.)

Assign Technical Impacts to developer(s) toresearch as earl as ossible

Interfaces, Extensions, etcResearch table and other changesGet estimate of rework time if necessaryRefer back to design documents

nsure s s use , s a requ remenOptimizer Changes - Performance

Assi n test cases to Testin team members forExecution Have test cases for all items on MasterImpact List

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The Method (cont.)

Cutover / War Room

Update and File Library of Test Cases and

Keep updated and available all Training- , ,

Archive:Master Im act List

Materials for next upgradeRedevelopment timings, etc

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Suggestions based on Experience (cont.)

Re-Use of Team members speeds successive

Concept of Upgrade Tiger teamPlan can be re-used

Scrub Oracle Docs on New features before giving

to End users make eas and less scarCommunicate the complexities to managementand team members each iteration

Systems for managing testing provide value but

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For More Information

Metalink

http://www.oracle.com/appsnet/technology/ .

Online Help (New Features Section)

Blogs: Stephen Chan: http://blogs.oracle.com/schan/ se ups e e es

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Important R12 Metalink notes

Recommended b COE:

Article Plan note #Oracle E-Business Suite Upgrade Guide 461709.1

Oracle Payables Release 12 Known Issues 405627.1

R12 Proactive Intelligence Center: Oracle Payables 578232.1

Other relavent Metalink recommandations:

Oracle Applications Upgrade Guide: Release 11i to Release 12 B31566-01

Oracle Applications Documentation Resources, Release 12 394692.1Oracle Applications Release 12 Upgrade Sizing and Best Practices 399362.1

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