Welcome to the Oracle ERP Cloud Service

Getting Started With Your Implementation

June 9, 2014

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Copyright © 2012, Oracle and/or its affiliates. All rights reserved.3

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.

Thank you for becoming a customer of Oracle ERP Cloud

Service. It is our pleasure to welcome you to the service and help you to get started with your

ERP Implementation

Sa

Product Development

Cen

ter o

f Ex

celle

nce

Buy Implement Use

Functional Best Practices

Implementation Partner

Customer Organization

Technical Best Practices

Oracle ERP Cloud Service

My Oracle Support (MOS)

Operations

Fusion Success Manager

Progress So Far…

Environments Activated and Provisioned – Production and Test Login Credentials and URLs Received Implementation Team in Place High-level Project Roadmap and Approach Drafted Oracle Support Account Created at https://support.oracle.com

Evaluate Acquire Implement Use OptimizeDiscover

Buy Implement Use

Today's Agenda

Introduction to Oracle Cloud Services Best Practices for Oracle ERP Cloud Implementation Customer Implementation Services Next Steps Q & A

Introduction to Oracle Cloud Services

Oracle Cloud Offerings

•Datasheet, Tutorials, Videos, Whitepapers on Oracle Cloud Learn More

•Go to Cloud.Oracle.com, Click on Resources on top menu barAccess Path•Click HereSee How To

Learning Options

Oracle Cloud OfferingsScreenshot/Demo

Demo

Oracle Cloud Customer Portal*Manage Your Own Services

Provision your CloudRequest Your “Virtual Environment” with a

click of a button

Manage your CloudUpload Your Data, Deploy Your Applications, Modify

Configuration

Monitor your CloudMonitor Your Uptime, Service Levels, and

Usage Statistics

*Slide contains future capabilities, not yet available

Oracle Cloud Service Notifications Portal

Login to https://cloud.oracle.com/servicestatus using your Oracle Single Sign On account (Look in the initial Welcome E-mail from Oracle Cloud Services) to view outage notifications

Create additional users to receive notification – Refer to article “How A Customer Admin Can Add Users To Receive Outage Notifications For A Cloud Environment” (Doc ID 1536370.1) on My Oracle Support

Check Service Notifications – For Account and Service Administrators

Cloud Policy Documents

• Oracle Cloud Services Agreement Copy of the agreement your organization has executed with Oracle when you acquired the ERP services.

• Oracle Cloud-SaaS Enterprise Hosting and Delivery Policies Detail explanation of Oracle Cloud services you are entitled such as Security, Service Levels, Support, Change management, Resiliency, etc.

• Data Processing AgreementCopy of the agreement between your organization and Oracle concerning processing of Personal Data.

• Oracle Fusion Cloud Services Services DescriptionsDescription of access privileges specific to your ERP services such as Product access and Usage limits.

Oracle Confidential - Restricted

Latest versions available on Oracle.com– Go to http://www.oracle.com/contracts– Select ‘Oracle Cloud Services‘ on the left

navigation pane

Best Practices for Oracle ERP Cloud Implementation

Best Practice Business Processes

Oracle Fusion Applications are based on Business Process Models Notations (BPMNs) that are presented in a five-level hierarchy from conceptual view to application specific view.

Levels of business process hierarchy as depicted in BPMNs are:

– Industry: L0– Business process area: L1– Business process: L2– Activity: L3– Task: L4

Fusion ERP BPMN Diagrams are categorized into three Business Processes (L1) :

– Procurement– Project Management– Financial Control & Reporting– Asset Lifecycle Management

Business Process Model Library

Best Practice Business Processes

•BPMN Diagrams : Understand Fusion business processes using BPMN diagrams•Getting started with Fusion Applications : Familiarize yourself with Fusion Applications

screen layouts and navigation •Business Process Videos : Browse the videos and examples to understand ERP functionality

Learn More

•BPMN Diagrams : Access all the ERP Cloud BPMN diagrams on the Public Help Portal . Access Workforce Deployment, Workforce Management, or Compensation Management Business Process Areas

•Getting started with Fusion Applications : On Fusion Help home page (Welcome area), Select the link “Getting Started in Oracle Fusion Applications”

•Business Process Videos : On Fusion Help home , use Search function on left pane to Filter by L2 Business Processes (i.e., workforce deployment) and Help Type = Demo

Access Path

•Click HereSee How To

Learning Options

Best Practice Business Processes Access the Public Help Portal or My Oracle Support

Link Link

Best Practice Business ProcessesScreenshot – Getting Started with Fusion Help

Navigation: Help within Fusion App or Hosted

Best Practice Business ProcessesScreenshot – Feature Demos

Best Practice Setup Content Best-practice, real-world content available to customers and partners for the purpose of:

– Speeding up implementations– Improving implementation accuracy– Delivering “food for thought” for customers re-examining their ERP business practices

Content is defined through facilitated workshops with implementation partners Many partners have incorporated this data into their Implementation approach. If you

want access to this base content, contact the CoE/FSM

Available Setup/Training Content to Speed Up Implementation

© 2012 Oracle Corporation

Best Practices

• Approvals• Browsers• General Implementation• User & Roles• General Ledger• Procurement

Implementation Tools

• Data loading• User scripts

Comparison with eBusiness

• Enterprise Structures• Financial Reporting• Cloud Interfaces• Allocations• Legal Entities• Security

Installing Components

• Financial Reporting Studio

• SmartView

ERP Data Migration and IntegrationOracle Enterprise Repository

How to Import: Available to customers and partners from My Oracle Support : Access

Doc ID 1593823.1 (Link)

Use the Oracle Enterprise Repository for technical information about integrating with

other applications, including services, operations, composites, events, and integration tables. The classification

scheme shows some example scenarios in which you can use the assets. The Oracle

Enterprise Repository also includes diagrams, schematics, and links to other

technical documentation.

Overview of Fusion ERP Cloud Interfaces (Doc ID 1516863.1)

Best Practice Environments Usage

Production•Use should be restricted to production activities

Test

•Focus should be applying/testing configurations and data prior to putting them into production.

Additional Environment

•Additional environments may be purchased for other activities (e.g. training / familiarization, etc.)

Provisioned SaaS Environments

Several factors contribute to recommending Environment Management Strategy

– SaaS Service Level Objectives and Service Entitlements

– Current service capabilities– Customer project lifecycle: initial

implementation vs. subsequent– Coexistence customer or Fusion as

system-of-record– Customer size and complexity

Learn More : Refer to article Get Informed on Oracle Cloud Operations (Doc ID 1537448.2) on My Oracle Support for details of the guidance on managing your Production and Test environments

Best Practice Environments Usage

•Migrates setup and other configurations from Test to Production if not using File Based Loader

•Typically performed after User Acceptance Testing is completed

T2PTest to Production

•Migrates data from Production to Test typically after go-live and/or in preparation of post-production enhancements

•Test Users need to be recreated•Production and Test environments must be identically patched•Performed via Service Request on My Oracle Support

P2TProduction to Test

Migration Tools

Customer Implementation Services

Where do I go to….?

How does the product work?

Product not working as expected

I need an operations service (e.g. Refresh my Test system with production data, Change the logo on my system, etc)

Submit SR

Submit SRMy Oracle Support

Operations

Product Development

I need an enhancement

Severity Level Business ImpactTechnical Impact 1st Response Update

Frequency Resolution Time

Severity Level 1 Mission CriticalBusiness Impact

< 1 Hour(Telephone Preferred)

Continual Updates

24x7Co-Owned

Severity Level 2 SeriousBusiness Impact

CommunicationPreference

Multiple Updates24-48 Hrs. Co-Owned

Severity Level 3 MinorBusiness Impact

CommunicationPreference

Updates2-3 Business

DaysCo-Owned

Severity Level 4 NoBusiness Impact

CommunicationPreference

Updates3-5 Business

DaysCo-Owned

Matching Severity Level To Business Impact

Partnership

Submitting a Cloud SR

% Cloud Service

My Oracle Support (MOS) ServicesPrimary Place to Look for Solutions (or Seek Help)

• 24/7 Technical Assistance with Service Requests• When creating Service Requests, ensure that every

request is logged under the “Cloud” tab so that it is directed to the proper resources in Support

• 24/7 Online Resources via My Oracle Support Portal

• Enhancement Requests reported / tracked via Service Requests

• Knowledge Services Application Help Manuals and Guides Search capability

• Up-to-date information on Patches, Bugfixes, Security alerts, New releases

• My Oracle Support Community

https://support.oracle.com

My Oracle Support Services - Best PracticesWhen you have a question, need, or issue…

Check the Status and Notifications of your service on cloud.oracle.com

Find answers fast, search the Knowledge Base for a solution

Visit My Oracle Support Community and seek answers from Oracle experts & industry

peers

Visit the OTN Forums to seek answers from Oracle Technical Experts

Datasheets and FAQs exists on http://cloud.oracle.com/mycloud/f?p=service:datasheets:0

Product Documentation exists on http://cloud.oracle.com or

http://docs.oracle.com/cloud/

Use Customer Connect to share information with peers

http://appsconnect.custhelp.com/pages/home

Unable to locate a solution? Submit a Service Request through My Oracle SupportANSWERS

...chances are, an answer or solution already exists

Non-Technical Technical

Operational Services

ERP Cloud Service Options are those non-product related activities that Oracle’s Cloud Operations team needs to perform (one time or periodically).

For Example : P2T refresh, IP Whitelisting, Single Sign On support, Enabling additional Language packs etc.

Create a Service Request - Cloud with specific description/category of the entitlements in My Oracle Support (MOS) on https://support.oracle.com to coordinate application of any such Service Entitlements.

Cloud Service Options You Can Request

Learn More : Refer to My Oracle Support Article “Cloud Service Requests and Fulfillment for Oracle ERP Cloud Service” (Doc Id 1534683.1)

Operational Services

Patch Bundles are applied monthly : 1st Friday on Test and 3rd Friday on Production Cumulative (no skipping) Two week window for regression testing. If no SRs related to MP then automatically applied to

Production Today – we do not have the ability today to roll back a patch

Monthly Patching Process

Monthly Patch Bundles (MB)

Week 1

MB to Test

Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4

MB to Prod MB to Prod

Production

Month 1 Month 2

Test

MB to Test

Operational Services

Weekly Patch Bundles are applied weekly in Test environment– Can’t wait for the patch to be included in the next Monthly Patch Bundle

Once you are on the Weekly Patch train then you will remain until the next Monthly Patch Bundle Weekly Patch Bundles are cumulative

Weekly Patching Process

Weekly Patch Bundles (WB)

Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4

MB to Prod

Production

Month 1 Month 2

Test

WB to Test WB to Test WB to Test MB to Test

Operational Services

Available only during the initial implementation phase of an Oracle Fusion Cloud Applications implementation

Monthly Patch Bundles are applied to the designated PRODUCTION environment at the same time that these patch bundles would be applied to your TEST environment(s).

Automatically expire based on the end date provided when making the request via SR– Go-Live Date

Concurrent Patching

Concurrent Patching for

Monthly Patch Bundle

Week 1 Week 2 Week 3 Week 4 Week 1 Week 2 Week 3 Week 4

Production

Month 1 Month 2

Test

MB to Test MB to Test

Fusion Implementation Best PracticesTaking Advantage of Fusion Applications

Plan

Model

Execute

Realign

Wave 1Process

Wave 2Function

Wave 3Task(s)

Wave 2Function

Wave 3Task(s)

Wave 3Task(s)

Wave 3Task(s)

Iterative Approach• Quick wins• Learn during implementation• Fail early

Real-Time Design• Composers• Formal Requirements are Historical

Requirements Management• Requirements-Driven vs. Solution-Driven

Project Management• Collocation requires additional project mgmt

Operational Services

Plan Go-Lives 1 – 2 weeks after Monthly Patch Bundle is applied to Production– Latest fixes applied before Go-Live– Sync up Prod and Test

Production to Test (P2T) refresh requires same patch level in Prod and Test– Perform P2T after Monthly Patch Bundle

Schedule, plan for P2T well in advance (4 to 6 weeks) Review known Fusion application issues (Release 11.1.8) Perform Diagnostic Tests on Fusion Application Configuration

– MOS: Doc ID 1338511.1 (Financials)– MOS: Doc ID 1632057.1 (All Fusion Apps)

Guidance for Implementation Planning

Fusion Implementation Best Practices

SaaS is not a push-button solution SaaS means Shared

– Shared Hardware– Shared Software– Shared Support

SaaS is outsourcing some level of IT ERP support Services trumps Software in a SaaS model Plan for at least 2 upgrades a year Data conversion & integration(s) are the critical path

Promote Realistic Expectations

Fusion Implementation Best Practices

Cannot run SQL directly against a POD (SR – 2 day lead to Cloud Ops) DFF are loaded by Cloud Ops (SR – 3 to 4 day lead) Plan for 2 weeks to coordinate security integration (OIM – Single Sign On) 2 instances vs. typical 5 instances (onsite) Restoring an Instance from a backup (approx 2-4 days) Rebuilding an Instance (at least 2 weeks) Data conversion will take longer

On Premise vs. SaaS – plan appropriately

Fusion Implementation Best Practices

Do start data conversion ASAP Do not assume that moving from existing Oracle ERP system to Fusion requires minimal

effort Do not assume that Oracle Fusion provides OOTB data validation

– BI Constraints Max 60 cols & 10k records returned.  Not meant for Data conversion validation

– Best Bet: Extracts

SI partners should lead in the areas of data conversion & integration Plan for 3 to 4 iterations of data conversion & integrations

Data Conversion

Communities

There are many ways to get connected with other customers and implementation experts :

– MOS ERP Community – ERP community forum hosted and moderated by Oracle Support, accessed by ERP experts worldwide. Use this forum to browse and post implementation specific and product/service related questions.

– Applications Customer Connect – Applications Customer Connect provides important information sharing opportunities on common strategic topics across customers on ERP domain. Your ERP senior management and executives may be interested to join this community.

Get Connected

Next Steps

Three-Way Partnership to Ensure Implementation Success

People – Leverage Partners, Support, Education services and Communities. They are all here to ensure your success

Process – Understand and adopt Best practices of implementation, support and operations

Resources – Get Familiar with Best practices guidelines, Content, Tools, Education resources

Partnership – We need partners more than customers.

Attend “Working Effectively with Oracle Support” presentation

Finalize Project Scope and Plan

Leverage People, Processes and Resources

Plan Design Extend Build Deploy

Q & A

43 Copyright © 2012, Oracle and/or its affiliates. All rights reserved.