OOW16 - Planning Your Upgrade to Oracle E-Business Suite 12.2 [CON1423]

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |

Planning Your Upgrade to Oracle E-Business Suite 12.2 Key Planning Considerations

Anne Carlson Senior Director, Applications Strategy Oracle September 21, 2016


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


Program Agenda

1

2

EBS Strategy Overview

12.2 Upgrade Planning Considerations

Key Takeaways

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3


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

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• Practical coexistence scenarios

• With EBS running on Oracle Cloud or on-premises

• IoT Applications Cloud Service

– Manufacturing

– Asset Maintenance

– Logistics & Service

• In-Memory Cost Management (IMCM) Cloud Service

• 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 SaaS on PaaS Apps for EBS

7

IoT Apps Cloud

IMCM Cloud

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 8


Software-as-a-Service (SaaS)

Oracle Cloud Strategy

9

Platform-as-a-Service (PaaS)

Infrastructure-as-a-Service (IaaS)


Run EBS on IaaS and PaaS Platform

Oracle E-Business Suite on Oracle Cloud

10

Compute Storage Network

Infrastructure IaaS

Integration

Java

Mobile Documents

Database BI

Big Data

IoT Platform PaaS


• 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

• Reduced 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

11

Oracle E-Business Suite on Oracle Cloud Benefits

Compute Storage Network

Infrastructure IaaS

Integration

Java

Mobile Documents

Database BI

Big Data

IoT Platform

PaaS


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

• Globalization and Localization

Simple and actionable user experience for operational roles

• User Experience Convergence

• Smartphone Applications

• EBS Information Discovery

Lower effort and cost to operate and optimize EBS system

• Online Patching

• Applications Management

• Automated Testing

12


Part of Continued Investment on EBS Release Roadmap

Oracle E-Business Suite Release Roadmap

9/2013 12/2013 9/2014

12.2 12.2.3 12.2.4 12.2.5 12.2.6 12.2.7 12.3 12.1 12.1.2 12.1.3 12.1.3+

5/2009 12/2009 8/2010 10/2015

New Release

9/2016

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• Announcing E-Business Suite 12.2.6 (PDF)

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

14

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


Customer Choice to Use 12.1 or 12.2

Oracle E-Business Suite Support Timelines

11.5.10 GA Nov 2004

Extended 12.0 GA Jan 2007

12.1 GA May 2009

12.2 GA Sep 2013

Premier

Sustaining

Sustaining

Sustaining

Sustaining

Premier

Premier

Extended Exception

Jan 2012 Jan 2015

Nov 2013 Nov 2010

Sep 2013 Sep 2023

Dec 2021

Dec 2015

2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

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

15


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. Determine the Target Code Configuration

8. Plan to Provision Upgrade Environments

9. Understand the Upgrade Process

10. Test and Optimize Your Upgrade Process

12.2 Upgrade Planning

Considerations

16













Considerations

17


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

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• 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


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

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• One RCD per:

– Product Family

• Organized by:

– Product

– Release

– Feature

• Covers each:

– 12.1.x release

– 12.2.x release

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


Build the Business Case for 12.2 Upgrade Summary

Online Patching for continuous business operation

New functionality to reduce customizations and improve automation

More modern user experience to appeal to users

Roadmap of continuing, easy-to-adopt updates on 12.2

Longer support life on 12.2













Considerations

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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

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Technical team is key Functional team is key

• DBAs

• System Administrators

• Customization Developers

• Financials Specialists

• Tax Specialist

• Business Process Owners













Considerations

27


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


• Run file system

– Used by online users

– Stores a complete copy of all Applications and Middle Tier code

– Logically mapped to either fs1 or fs2

• Patch file system

– Used by patching tools

– Stores a complete copy of all Applications and Middle Tier code

– Logically mapped to either fs1 or fs2

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• Non-Editioned file system

– Used for data files e.g.: data import/export files, log files, report output files

– Only stores data files

Online Patching uses a Dual File System

fs1 and fs2 switch Run and Patch designations during the Cutover phase of an Online Patching cycle

fs1

Run

fs1

Cutover fs1 fs2

Patch Patch

fs2

Run


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

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DBA Business Users


12.2 Online Patching Architecture

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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


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

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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

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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

34


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


Database Editioning and Transactional Data Online Patching Copies the Code, but not the Transactional Data • A single copy of transactional data is stored in your database

– Data storage objects such as tables and indexes are “Non-editioned”

• Editioning Views project the correct logical view of physical tables to Run and Patch Editions

– Letting patches update the data model without interfering with the running app

• Crossedition Triggers propagate data updates from Run to Patch Edition – Replacing traditional data upgrade scripts

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Database Editioning Views Enable Online Patching of Data Model Updates

• Patch and Run Editions see a different view of the table – Code in the Run Edition sees the STATUS

column as a NUMBER

– Code in the Patch Edition sees the updated STATUS column as VARCHAR2(30)

Run Edition View

Patch Edition View

Name Type

ID NUMBER

FILED_BY VARCHAR2(30)

STATUS NUMBER

STATUS#1 VARCHAR2(30)

Service Request Table Definition

Name Type

ID NUMBER


STATUS NUMBER

Service Request Editioning View

Name Type

ID NUMBER


STATUS VARCHAR2(30)

Service Request Editioning View

36


Crossedition Triggers during Online Patching Map Data in Existing Rows from Run to Patch Edition

ID FILED_BY STATUS STATUS#1

Service Request Table

1 JSMITH 11

2 RGUPTA 30

3 SDUBOIS 90

OPEN

INFO_REQUESTED

FIXED

ID FILED_BY STATUS

1 JSMITH 11

2 RGUPTA 30

3 SDUBOIS 90

Run Edition View

Patch Edition View

Crossedition Trigger

ID FILED_BY STATUS

1 JSMITH OPEN

2 RGUPTA INFO_REQUESTED

3 SDUBOIS FIXED

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• Numeric values 11, 30, 90 are mapped to character

values ‘OPEN’, ‘INFO_REQUESTED’, ‘FIXED’


Crossedition Triggers during Online Patching Map Data in New Rows from Run to Patch Edition

ID FILED_BY STATUS STATUS#1

Service Request Table

1 JSMITH 11

2 RGUPTA 30

3 SDUBOIS 90

OPEN

INFO_REQUESTED

FIXED

ID FILED_BY STATUS

1 JSMITH 11

2 RGUPTA 30

3 SDUBOIS 90

Run Edition View

Patch Edition View

Crossedition Trigger

ID FILED_BY STATUS

1 JSMITH OPEN

2 RGUPTA INFO_REQUESTED

3 SDUBOIS FIXED

4 ACHANG 11 OPEN

4 ACHANG 11

4 ACHANG OPEN

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• Numeric value 11 is mapped to character value ‘OPEN’


Understand Online Patching Architecture Summary

All EBS patches for Release 12.2 and beyond are Online Patches

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

Online Patching of transactional tables is enabled by Database Editioning Views and Crossedition Triggers

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













Considerations

40


Plan for Impacts on Business Users Overview • New, more modern user experience

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

• Expectations around Online Patching downtime

41


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

42


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

12.2.5 Receipts 12.1.3 View Receiving Transactions

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12.2.5


Increase Productivity with Configurable HTML UI and Tablet Friendly Layout

HTML User Interface – Order Management

12.2.4


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

• For 12.2.6, see Doc 2165693.1

2. Select EBS product of interest

3. See New and Changed Features

• Describes New and Changed components: Forms, Reports, Windows, etc.

• Indicates if uptake is required vs. optional

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

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


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

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Considerations

48


Learn ADOP – New Utility to Orchestrate Online Patching

• Steps you through the 5 patching phases

• Controls patching of file system and database

• Lets you apply multiple patches in the same patching cycle

• Allows automated patch execution via input files

• Runs on all nodes in a multi-node configuration

$ 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

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All the Functionality of ADPATCH, and More

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


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

51


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

52

UIX


WebLogic Server 11g Part of the EBS 12.2 Application Tier

53

• 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

See 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

WLS 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 Developer 10g, Product Specific Settings, etc.

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


EBS Release 12.2 Application Tier Re-evaluate Application Tier Sizing

55

• WebLogic Server and Dual File System increase sizing requirements

• Review 12.2 sizing doc

– Oracle E-Business Suite Installation Guide: Using Rapid Install Release 12.2 • Database and Application Tier Sizing Guidelines

• Validate sizing through testing with representative data & workloads

• Consult your hardware vendor or SI

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP

Application Tier



Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



FS_NE

http://docs.oracle.com/cd/E26401_01/doc.122/e22950.pdf





Additional DBA Considerations Practice EBS 12.2 Cloning

56

• Database Tier cloning process is much the same as in 12.1

• App Tier process uses single-step cloning of Run & Patch file systems (since AD/TXK Delta 7)

• Before cloning, let active Online Patching cycle run through the Cleanup phase

Application Tier Cloning Process

See Cloning Oracle E-Business Release 12.2 with Rapid Clone (Doc 1383621.1)

Source Target

Run Run

Patch Patch

1 adpreclone

2 Copy

3 adcfgclone dualfs=yes


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.

57

See education.oracle.com


Application Management Suite for E-Business Suite 12.2

Effectively manage EBS 12.2

• Monitor all EBS Tech stack services and components

• Automated Cloning

• Instance administration to add or remove managed services

• Compare run and patch editions, technical configurations, and patches between instances

• Performance Management & Diagnosis: RUEI & JVM Diagnostics

• Check industry, regulatory or company compliance standards

Simplify online patching

• Patch recommendations for EBS applications and technology stack components

• Simplified process for online patching and patch promotion policies

• Ensuring integrity of run and patch editions

• Smooth transition to run edition after cutover process

Streamline customizations

• Discover & Report inventory of customizations

• Validate readiness of customizations for online patching standards

• Ability to package, deploy & promote custom online patches across multiple EBS instances

58

Operational Efficiency for Better System Management


AMS: Patch Promotion Policies: Patches Applied or Not?

• Ability to define a promotion policy that allows users to apply patches in a sequence to the pre-production instances prior to applying the patches to production instance.

59

See Getting Started with Oracle Application Management Pack (AMP) for Oracle E-Business Suite, Release 12.1.0.4.0 (Doc ID 1954099.1)


Plan for Impacts on Apps DBAs Summary Learn ADOP, a new 12.2 utility to orchestrate Online Patching

Learn to use WebLogic Server 11g with Autoconfig for 12.2 configuration

Re-evaluate Application tier sizing for WebLogic Server & Dual File System

Practice EBS 12.2 cloning, including single-step cloning of Run & Patch file systems

Consider using Application Management Suite for E-Business Suite for added flexibility and automation

60


Related Sessions

Patching & Maintenance

WED Sep 21

4:15 PM Moscone West – 3024

CON6702-Enterprise Manager 13c Cloud Control for Managing Oracle E-Business Suite Angelo Rosado, Sr. Principal Product Manager, Applications Technology, Oracle E-Business Suite

THU Sep 22

9:30 AM Moscone West – 2004

CON6725-Maintenance Strategies for Oracle E-Business Suite Elke Phelps, Sr. Principal Product Manager, Applications Technology, Oracle E-Business Suite

THU Sep 22

10:45 AM Moscone West – 2004

CON6710-Online Patching with Oracle E-Business Suite 12.2 Kevin Hudson, Senior Director, Applications Technology, Oracle E-Business Suite

61













Considerations

62


Evaluating Customizations Discover, Inventory, and Analyze Your Existing Customizations

• Many Systems Integrators have services and tools to inventory CEMLIs

– Configurations, Extensions, Modifications, Localizations, and Integrations

• Oracle Advanced Customer Services has a CEMLI Catalog Service

– Inventories CEMLIs by name, type and location

• Oracle Consulting has an EBS CEMLI Analysis Tool and Services – Free CEMLI benchmarking and analysis for any EBS customer evaluating an upgrade

• Oracle offers a product that reports on your EBS customizations

– Application Management Suite for E-Business Suite 12.2

http://www.oracle.com/us/support/software/advanced-customer-services/cemli-services-068598.html

http://www.oracle.com/us/products/consulting/resource-library/cemli-upgrade-service-ebs-1989405.pdf


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

67


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

68

Extended Cutover

• Apply EBS patches to the Patch Edition


Consistency with New Logical View of the Data Model

APPS APPLSYS

WF_ITEMS (Synonym)

WF_ITEMS (Table) WF_ITEMS#

(Editioning view)

• E-Business Code

• Custom Code

• 3rd Party Code

• All code must access the data model via the APPS synonym • APPS synonym points to the Editioning View (logical model) • Any code accessing the physical model risks accessing obsolete columns

69


Identify 12.2 Standards Violations and Recommended Fixes

Oracle-Provided Reports to Check for Standards Compliance

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

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

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

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

See 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

71

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


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


Preparing Custom Code: During 12.2 Upgrade Project

72

Run Reports During Practice Upgrade Cycles to Confirm Standards Compliance


Upgrade to 12.2.0

Run reports on 12.2.0

Apply recommended fixes to custom DB code and schemas

• Iterate until compliant for DB • Apply MT fixes at later stage

Re-run reports to confirm standards compliance

Run Online Patching Enablement

Automatically fixes many violations


Evaluating Custom and Third-Party Integrations Determine if Changes Are Needed

• Some integrations will need changes to comply with 12.2 standards, e.g.:

– Integrations that make a direct connection to the EBS database

– Integrations implemented as custom EBS apps, or those that install triggers invoked by an EBS app

• Other integrations will not require changes, e.g.: – Integrations that do *not* make a direct connection to the EBS database

– Integrations that work through EBS web services, file import, or other app tier APIs

• Confirm that your third-party integrations have been validated with 12.2

– Some vendors register their integrations with Oracle: Oracle Validated Integrations

73

See Guidance for Integrating Custom and Third-Party Products with Oracle E-Business Suite Release 12.2 (Doc 1916149.1)

http://www.oracle.com/partners/campaign/eblasts/ovi-current-validations-popup-2003330.html


Plan for Impacts on Customization Developers Summary Inventory customizations, decide which ones to upgrade to 12.2

Review new 12.2 development standards for custom code and many integrations

Decide on Minimal vs. Full standards compliance based on importance of minimizing patching downtime

Leverage Oracle-supplied reports today to prepare custom code for 12.2

Evaluate custom and third-party integrations to see if 12.2 changes are needed

74


Related Session

Customizations

THU Sep 22


CON6708-Migrating and Managing Customizations for Oracle E-Business Suite 12.2 Santiago Bastidas, Sr. Principal Product Manager, Applications Technology, Oracle E-Business Suite

Confidential – Oracle Internal/Restricted/Highly

75













Considerations

76


Plan for Required OS Platform If Currently on 32-bit Windows or Linux, 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: Windows and Linux are certified for 32-bit only

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

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

77

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


Determine the Target Database Code Level Get to Latest Certified Database Patch Set Prior to EBS Upgrade • Plan to go live on latest certified database patch set

– As of OOW 2016, latest patch set is 11.2.0.4 or 12.1.0.2

• Identify missing database patches needed for EBS 12.2

– Run EBS Technology Codelevel Checker (ETCC): checkDBpatch script (Patch 17537119)

• Apply missing database patches – See Oracle E-Business Suite Release 12.2: Consolidated List of Patches and Technology

Bug Fixes (Doc 1594274.1) for guidance

78

See Database Preparation Guidelines for Release 12.2 Upgrade (Doc 1349240.1)

✓

https://support.oracle.com/epmos/faces/ui/patch/PatchDetail.jspx?parent=DOCUMENT&sourceId=1594274.1&patchId=17537119

https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=1594274.1


Determine the Target Middle Tier Code Level

• As of OOW 2016, 12.2 upgrade installs Fusion Middleware 11.1.1.9

• Identify missing middle tier patches needed for 12.2

– Run EBS Technology Codelevel Checker (ETCC): checkMTpatch script (Patch 17537119)

• Apply missing middle tier patches

79

Get to Latest Middle Tier Patch Level

Application Tier

Forms 10.1.2

OHS

Oracle Common

WebLogic

✓

✓

✓

✓

Forms 10.1.2

OHS

Oracle Common

WebLogic

✓

✓

✓

✓

FS1 FS2

INST_TOP

COMMON_TOP

APPL_TOP

INST_TOP

COMMON_TOP

APPL_TOP




Determine the Target Apps Code Level Get to Latest Patching Technology and EBS Code Level

• Apply latest patching technology with AD and TXK RUPs

– R12.AD.C.delta.8 / R12.TXK.C.delta.8 has been available since Sept 2016

– Expect frequent updates of 12.2 AD and TXK • See Applying the Latest AD and TXK Release Update Packs to Oracle E-Business Suite Release 12.2

(Doc 1617461.1)

• Apply latest EBS RUP – EBS R12.2.5 has been available since Oct 2015

– EBS R12.2.6 has been available since Sept 2016

• For enterprises requiring localizations

– E-Business Suite Add-on Localizations - 12.2.6 Availability (Doc 1491965.1)

80

✓













Considerations

81


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

– Discuss with your systems integrator (SI) or hardware vendor

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


Plan for Required 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


Typical EBS Projects Require Additional Infrastructure

Use Cases

• New Implementations

• Global Rollouts

• Upgrades

• Evaluating EBS

• Business/Process Changes

• Routine Maintenance

Non-Production / Dev -Test

Production Instances

Typical EBS Instance Strategy

Go-Live

Train Users

Plan/Build/Test

Evaluate

Typical Methodology

84


Non-Production / Dev -Test

Production Instances

Start with your “Dev/Test” env to Oracle Cloud

Typical Instance Strategy

Clone your Non-production,

Dev/Test environments to

Oracle Cloud

85

ORACLE Cloud on-premises


• EBS 12.2.5 Demo Install Image

• EBS 12.2.5 Fresh Install Image

• EBS Provisioning Tools Image

• EBS Development Tools Image

• EBS Information Discovery v6 – For 12.1.3 and 12.2.5

• EBS OS-Only Image – To support the “Lift and Shift”/cloning for

12.1.3 and 12.2.3+

Quick Provisioning from Marketplace

86

Provision EBS Images Directly from Oracle Cloud Marketplace

Oracle Cloud Marketplace

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


https://cloud.oracle.com/marketplace/product/compute


• “Lift and Shift” your EBS Environment to Oracle Cloud

– Using the EBS Cloning utility

– Leveraging EBS OS-Only Image

– Supporting both EBS 12.1.3 and 12.2.3+

Oracle E-Business Suite on Oracle Cloud

87

Bring your EBS Environment to Oracle Cloud

Cloud EBS Instances on-premises EBS Instances

EBS Dev EBS Dev EBS Training

SSH

EBS Test

EBS Test EBS Training

Customer Datacenter ORACLE Cloud



Getting Started – Additional Resources




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

Blog: Oracle E-Business Suite and Oracle Cloud

• Live since 1st June 2016

• 20 Articles since 1st June 2016

• Dedicated to EBS and Oracle Cloud Topics

• Sponsored by EBS Development Executives

Subscribe by Email

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













Considerations

90


Understand the Upgrade Process Overview

• You perform the 12.2 upgrade during downtime

• The upgrade includes additional steps to enable Online Patching

• You get Online Patching as a result of doing the 12.2 upgrade

91


Required Pre-Upgrade Steps – Before Main Upgrade Downtime

12.2 Technical Upgrade Process

1. Prepare Database

2. Lay Down File System

• Ensure the database is at the minimum certified (11.2.0.4) OR latest certified version (12.1.0.2)

• Apply missing database patches identified by EBS Technology Codelevel Checker (ETCC)

• Option to prepare the database in a separate downtime, prior to EBS upgrade downtime

• Option to migrate to a new platform in prior downtime if intermediate configuration is certified

• Use Rapid Install to lay down 12.2.0 tech stack & apps tier code and create the dual file system

• Apply missing middle tier patches identified by EBS Technology Codelevel Checker (ETCC)

• Option to migrate to a new middle tier platform by performing Rapid Install on the new platform

• No downtime is required for this step


Required Downtime Steps – During Main Upgrade Downtime


• Must upgrade to EBS 12.2.0 prior to enabling Online Patching

• Before upgrading to 12.2.0, apply latest fixes to existing patching mechanism and upgrade scripts

• Do NOT bring up the system at 12.2.0 level OR perform post-12.2.0 upgrade steps

• Update custom database code and schema per Online Patching Readiness Reports

• Run Online Patching Enablement to turn on database editioning and install editioning views

• From here on, all patches are applied using 12.2 Online Patching

• Apply latest AD/TXK and EBS 12.2.X RUPs using Online Patching in special “downtime mode”

• Complete post-upgrade steps (post-12.2.0 followed by post-12.2.X)

• Apply Patch Wizard Recommended Patches

3. Upgrade to 12.2.0

4. Enable Online Patching

5. Upgrade to 12.2.X


Conditional Uptime Steps – After Main EBS Upgrade Downtime


• Option to bring system up for testing

• Apply translation patches as needed using Online Patching

• Deploy Apps tier custom code and integrations per new 12.2 process

• Deploy external integrations per integration-specific docs

• Once at target code level on a single node, add nodes and/or managed servers per prior sizing analysis

6. Apply Translations

7. Deploy Custom Code &

External Integrations

8. Configure System to

Production Capacity


Understand the Upgrade Process Key Takeaways

Critically important to follow latest, documented upgrade instructions:

– Oracle E-Business Suite Upgrade Guide, Release 12.0 and 12.1 to 12.2

– Oracle E-Business Suite Release Notes, Release 12.2 (Doc 1320300.1)

Seek Oracle Support’s help when obstacles are met (don’t improvise)

95

https://support.oracle.com/rs?type=doc&id=1320300.1


Related Sessions

Technical Upgrade

THU Sep 22


CON6714-Technical Upgrade Best Practices for Oracle E-Business Suite 12.2 Udayan Parvate, Senior Director, Release Engineering, Quality and Release Management, Oracle E-Business Suite Samer Barakate, Senior Director, Applications Performance, Oracle E-Business Suite


96


Understand the Upgrade Process Future Direction – Optimized Technical Upgrade Process in the Cloud Use Cloud images to facilitate EBS upgrade in the Cloud

– Oracle DB home, pre-patched with database patches required by EBS

– 12.2.0 and 12.2.X file systems, pre-patched with applications and middleware patches required by EBS

Goals: Apply fewer patches, less error-prone

97

Roadmap


Related Sessions

Cloud Technical Insight

WED Sep 21


CON6723-Oracle E-Business Suite on Oracle Cloud - Technical Insight Veshaal Singh, Vice President, Applications Technology Development, Oracle E-Business Suite


98













Considerations

99


Test and Optimize Your Upgrade Process Overview • As for any upgrade to a major new release level …

– Plan to do full functional testing

– Plan to do load and volume testing

– Include customizations and integrations in your test plans

• Plan to test the Online Patching cycle on the upgraded system

• Plan to minimize upgrade downtime

100


• Load and Performance Style Testing

• Web and Oracle Application Testing Accelerators

• Smart Integration with EM Diagnostics

• Test Planning, Requirements and Test Cases

• Defects Tracking

• Reporting

• Functional and Regression Testing

• Web and Oracle Application Testing Accelerators

• Oracle Flow Builder

Oracle Applications Testing Suite (OATS) Operational Efficiency through Test Automation

Oracle Functional Testing Suite

for Oracle Applications

Oracle Load Testing Suite

for Oracle Applications

Oracle Test Manager

101


Oracle Functional Testing Suite for Oracle Applications

102

• Use Flow Builder to Generate Test Scripts

• Start with EBS Pre-Built Test Content

– 3600+ components and 230+ flows across EBS

• Create and Maintain Your Test Scripts

– Add Your Flows & Data

– Extend with More Components

For Both 12.1.3 and 12.2

Generate

Test Automation

Scripts

OpenScript

Record & Playback

+ Advanced Scripting

Flow Builder

Framework to combine

flows and data to

generate test scripts

EBS Pre-Built

Test Content

Your Data

Your

Flows

Ora

cle

Fu

nct

ion

al T

est

ing

Suit

e

for

Ora

cle

Ap

plic

atio

ns

EBS Quality Assurance Team Reduced Automation Time by 60%

Record Manually

Test Script Generation with Flow Builder and Testing Pack


Plan to Test Online Patching Cycle on Upgraded System Test Online Patch Cycle During Practice Upgrades

• Test Online Patches on a system that matches your production topology

• Especially critical for complex topologies, such as those involving:

– Multiple nodes

– Nodes inside and outside the firewall (DMZ)

– RAC

103

See Oracle E-Business Suite Maintenance Guide, Release 12.2


Plan to Test Online Patching Cycle on Upgraded System Where and Where Not to Test Online Patches

• Must apply and validate every Online Patch on a test system

– Consider performing tests with users online during patch application

• Patch Edition is not a test environment

– Designed solely for reducing patching downtime

– Usable only when an Online Patching cycle is in progress

– Cannot be accessed by end users

104

See Oracle E-Business Suite Maintenance Guide, Release 12.2


Plan to Minimize Upgrade Downtime

• Mix of modules & functionality and associated data volumes – Scripts and jobs that change the data model can run long, especially if data volumes are high

• Hardware resources – How much CPU, memory, and IO are available?

• Other IT changes you make during the EBS upgrade downtime – Are you upgrading the database, switching platforms, moving data centers?

• Number and complexity of customizations and integrations – Additional time is needed to deploy and test customizations and integrations

• Amount of upgrade practice and optimization – Are you optimizing performance with each practice upgrade?

Required Downtime Will Depend on Factors Unique to Your Circumstances


Plan to Minimize Upgrade Downtime Allow Time for Several Practice Upgrades • Iterate on a step-by-step plan of tasks and timings

– Ensure your plan is consistent with latest upgrade documentation

– Use a topology and data similar to your production environment (should be a recent clone)

• With each iteration, optimize your timing – Tune performance of the core upgrade driver

• Identify long-running jobs & SQLs, check MOS for known issues & workarounds

– Minimize duration of tasks done before & after core upgrade driver runs • For example: interim backups, final acceptance testing

• Repeat practice upgrades until the process is predictable and fits within your downtime window, with no outstanding issues

106

See Best Practices for Minimizing Oracle E-Business Suite Release 12.1.3 and 12.2.n Upgrade Downtime (Doc 1581549.1) See Express Diagnostics of Oracle E-Business Suite Release 12 Upgrade Performance Issues (Doc 1583752.1)


Related Sessions

Technical Upgrade & Upgrade Performance

THU Sep 22


CON6714-Technical Upgrade Best Practices for Oracle E-Business Suite 12.2 Udayan Parvate, Senior Director, Release Engineering, Quality and Release Management, Oracle E-Business Suite Samer Barakate, Senior Director, Applications Performance, Oracle E-Business Suite


107


Key Takeaways

108


Key Takeaways for 12.2 Upgrade Planning

All EBS patches for 12.2 and beyond are Online Patches

Business users will experience a new, more modern UI and any new functionality you choose to implement

DBAs will use ADOP to orchestrate Online Patching, and both WebLogic Server and EBS AutoConfig to make configuration changes

Developers can apply new 12.2 standards to custom code TODAY, leveraging Oracle-provided compliance reports

IT team can provision additional environments on Oracle Cloud to support the 12.2 project

109


• 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

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Where to Find More Information on 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







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

education.oracle.com/subscriptions/ebs

111

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

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