Into the 11i woods with Wickes Lumber
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Into the 11i woods with Wickes Lumber Presentation Transcript

  • 1. Into the 11i woods with Wickes Lumber August 27, 2001 Pat Reed Sandra Vucinic Wickes Lumber Risetime Technologies preed@wickes.com [email_address]
  • 2. Introduction
    • Pat Reed – Project Leader for all Oracle systems at Wickes Lumber
      • Project Manager for the original Oracle General Ledger implementation in 1995.
      • Project Manager for 11i Upgrade project.
    • Sandra Vucinic – Director of Oracle Solutions Practice at Risetime Technologies
      • Over 7 years of experience with Oracle database, applications, development and administration tools .
      • Assisting customers with Upgrades to version 11i since June 2000.
      • Project roles: Architect, DBA, Project Lead
  • 3. Agenda
    • Background
    • Approach and Timeline
    • Project Management
    • 11i Project Log
    • Lessons Learned
    • Issues and Resolutions
    • Conclusion
  • 4. Background
    • Oracle history at Wickes:
      • Oracle General Ledger implemented in 1995.
      • Upgraded from version 10.5 to 10.7 for Y2K in 1998.
      • Oracle Assets and Oracle Receivables implemented in 1999.
      • Migrated database to version 8i (8.1.6.2) in 2000.
    • Pre 11i version - 10.7 NCA on IBM AIX platform
      • Production database 45 GB after migration to 8i
      • Production and test middle tier on the same box
      • GL and FA some customizations
      • AR large customizations to interface with legacy
        • Over 400 custom objects (sql scripts, db objects, reports,form)
  • 5. Approach and Timeline
    • Approach:
      • Scope limited to the upgrade only
      • New features and functionality will be implemented after the upgrade
      • Database upgrade to version 8i completed months before the 11i upgrade
      • All users on NCA
    • Timeline:
      • Analysis and planning completed in April 2001.
      • First test upgrade to 11.5.3 completed in May 2001.
      • Second test upgrade to 11.5.4 completed in July 2001.
      • Planed go live date - September 2001.
  • 6. Project Management
    • Develop detailed project plan.
    • Identify core upgrade team members and their responsibilities on the project.
    • Establish weekly status update meetings.
    • Categorize and track issues. Create issues log.
    • Plan for extended down time during the actual application upgrade.
    • Develop TAR and Patch logs.
    • Use Oracle Upgrade Assistant Spreadsheet to track tasks, time and resources.
    • Develop upgrade check list.
  • 7. 11i Project Log
    • Assessment and Planning phase – April 2001.
      • Architecture and Hardware Impact
        • OS (required patches and kernel parameter changes on db and apps servers)
        • Confirmed product combination certification
        • Sized apps servers on IBM AIX platform (separated production and test middle tier)
        • Sized database servers for 11i – Added space and memory
        • Configured end users PC (new PCs for developers and power users – 800 MHz, 128 MG memory)
      • Customizations and Interfaces Analysis
        • Used Vision demo database for initial analysis
      • Third Party Tools (Vista Plus - Quest)
        • Checked availability and certification
  • 8. 11i Project Log
    • First test upgrade to version 11.5.3 – May/June 2001.
      • Cloned development instance. Used AD clone utility provided by Oracle to perform clone.
      • Re-developed customizations for AR, FA and GL.
      • Tested vanilla Oracle functions and processes.
      • Started end user training.
    • Evaluated test upgrade. Implemented changes to our production database prior to the next test upgrade:
      • Modified lock box interface. We are finally supported...
      • Assigned standard data group to custom responsibilities
      • Developed custom views for AR tables
  • 9. 11i Project Log
    • Second test upgrade to version 11.5.4 - July 2001.
      • Unit tested customizations. Developed upgrade check list.
      • Evaluated pros and cons for going to 11.5.4
      • Pros:
        • Technology stack patched including:
          • Developer 6i patch set 3. Forms screens doesn’t lock any more.
          • Jinitiator 1.1.8.7 certified for Windows NT, 98 and 2000 clients. We can support our Windows 2000 users.
          • Database version 8.1.7.1. Terminal release for 8i and the longest supported by Oracle.
        • Cons:
          • The latest product patches not included in 11.5.4. Need to patch modules after the upgrade.
          • Changes from 11.5.3
  • 10. 11i Project Log
    • Second upgrade to version 11.5.4 - July 2001
    • Effort paid off:
      • Straight forward database upgrade to version 8.1.7.1
      • Reduced number of problems during the upgrade by 60% from the version 11.5.3.
      • Reduced number of patches needed to apply prior and after the upgrade. Opened only a few TAR’s during the upgrade.
      • Successfully configured database using rapid install.
      • On line help installed without any additional patches.
  • 11. 11i Project Log
    • How long did upgrade take?
    • Category 1: Pre-Upgrade steps – 11 hours
    • Category 2: After software received - 12 hours
    • Category 3: Performing the Upgrade – 17 hours
    • Category 4: Before using application – 40 hours
    • Category 5: Before using the products – 1 hour
    • Category 6: Before using product specific functions 1 hour
    • Final steps: Apply additional product patches – 12 hours
    • Critical downtime – Category 3, 4, 5, 6 and final steps –
    • 71 hours
  • 12. Lessons Learned
    • Migrate database to version 8i (8.1.7.x) ahead of time.
    • Monitor and document your upgrade times and errors.
    • Test “vanilla” Oracle functionality. Test impact of patches on your custom code.
    • Evaluate impact of CBO on your custom code. Gather statistics using standard Oracle concurrent programs after applying patches.
    • Perform dress rehearsal upgrade a week before your production upgrade. There should be no surprises.
  • 13. Lessons Learned
    • Stress test your new hardware.
    • Use vision demo database for customizations analysis, new functionality evaluation and early user training.
    • If new function can eliminate a customization use it.
    • Don’t underestimate DBA and technical developers time required to complete the upgrade.
    • Make changes in you current system that will benefit you during the production upgrade.
    • Plan for multiple test upgrades.
  • 14. Issues & Resolutions
    • Problem during the auto upgrade while using uniform extent allocation for locally-managed tablespaces.
    • Performance issues with applying patches
      • Gathered statistic for specific tables prior to applying patches
    • AR vs. HZ tables – 11i changes
    • Some Folders didn’t convert.
    • AR patch set D effected our custom code.
    • Issue with adclone utility in version 11.5.4
    • AR customer screen (ARXCUDCI) doesn’t display
    • Landscape reports printed one logical page on two physical pages:
      • Modified printer srw driver for Landscape style.
  • 15. Conclusion
    • Migrate database to version 8i ahead of time
    • Document all your customizations
    • Test impact of patches on your custom code
    • Take approach “nothing works” for testing
    • Categorize and document all issues
    • Plan and conduct multiple test upgrades
    • Be prepared for extended down time during the upgrade
    • Don’t underestimate the amount of work necessary to perform successful upgrade
  • 16. Questions
    • Pat Reed Sandra Vucinic
    • preed@wickes.com [email_address]
    • (847) 367-3854 (630) 202-1248