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Analyzing, Planning, and Executing an R12 EBS Upgrade by<br />Absolute Applications<br />
Agenda and Purpose<br />This presentation is intended primarily for people who are helping to evaluate or manage an upgrad...
  Identifying objectives
  Scope and approach
  Organization and team preparation
  Oracle tools and resources
  Timeline planning
  Testing tips</li></li></ul><li>Overview Upgrade Steps<br />
Upgrade Steps <br />
Evaluate<br />
Evaluate<br />R12 Highlights<br />Oracle development has focused on improving the ability of EBS to <br />better manage co...
 Financials Accounting Engine – Sub ledger Accounting
 Tax Engine - E-Business Tax
 Cross Organization Responsibilities - MOAC</li></li></ul><li>Evaluate <br />Architecture and Technology Changes<br /><ul>...
Upgraded user interface based on PeopleSoft
More Personalization's
Expanded use of BI Publisher and Fusion Middleware
Increased Performance
Lowered IT costs through hardware consolidation and virtualization
Improved integration with Oracle Identity Management
Reduced production downtime for patch applications</li></li></ul><li>Evaluate<br />Technical Considerations<br />Implement...
Business Continuity and Disaster Recovery using Oracle Database Physical DataGuard across remote data-centers
Oracle Automated Storage Management (ASM) for a variety of storage solutions
Advanced Security for External Users (e.g., for iSupport Portal)
Use of Single Sign-on / integration with Oracle IDM
Use of Oracle Application Integration Architecture (AIA) based on Fusion Middleware / SOA</li></li></ul><li>Upgrade Steps<...
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R12 Up Grade

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R12 Up Grade

By Jody Freeman

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Transcript of "R12 Up Grade"

  1. 1. Analyzing, Planning, and Executing an R12 EBS Upgrade by<br />Absolute Applications<br />
  2. 2. Agenda and Purpose<br />This presentation is intended primarily for people who are helping to evaluate or manage an upgrade, but it also contains valuable information for anyone who might be involved in the upgrade process.<br />Walk through steps in preparing for and managing an upgrade to R12, including<br /><ul><li> Decision making
  3. 3. Identifying objectives
  4. 4. Scope and approach
  5. 5. Organization and team preparation
  6. 6. Oracle tools and resources
  7. 7. Timeline planning
  8. 8. Testing tips</li></li></ul><li>Overview Upgrade Steps<br />
  9. 9. Upgrade Steps <br />
  10. 10. Evaluate<br />
  11. 11. Evaluate<br />R12 Highlights<br />Oracle development has focused on improving the ability of EBS to <br />better manage complex global businesses, especially where <br />organizations are centralizing their applications into a shared service<br />environment.<br />18 new products with almost 2500 enhancements, including:<br /><ul><li> Ledgers and Ledger Sets - replace Sets of Books
  12. 12. Financials Accounting Engine – Sub ledger Accounting
  13. 13. Tax Engine - E-Business Tax
  14. 14. Cross Organization Responsibilities - MOAC</li></li></ul><li>Evaluate <br />Architecture and Technology Changes<br /><ul><li>Redesigned workflows
  15. 15. Upgraded user interface based on PeopleSoft
  16. 16. More Personalization's
  17. 17. Expanded use of BI Publisher and Fusion Middleware
  18. 18. Increased Performance
  19. 19. Lowered IT costs through hardware consolidation and virtualization
  20. 20. Improved integration with Oracle Identity Management
  21. 21. Reduced production downtime for patch applications</li></li></ul><li>Evaluate<br />Technical Considerations<br />Implement significant technical advances available in R12 for business benefits<br />you may need<br /><ul><li>High-Availability and Scalability using Oracle Database Cluster (10gRAC) and Oracle Applications Cluster with Load-balancing
  22. 22. Business Continuity and Disaster Recovery using Oracle Database Physical DataGuard across remote data-centers
  23. 23. Oracle Automated Storage Management (ASM) for a variety of storage solutions
  24. 24. Advanced Security for External Users (e.g., for iSupport Portal)
  25. 25. Use of Single Sign-on / integration with Oracle IDM
  26. 26. Use of Oracle Application Integration Architecture (AIA) based on Fusion Middleware / SOA</li></li></ul><li>Upgrade Steps<br />
  27. 27. Plan<br />Define Appropriate Scope<br /><ul><li> Combine with hardware or OS upgrade
  28. 28. Instance merge into single, global instance
  29. 29. Deploy new (required) functionality
  30. 30. Deploy new (optional) functionality</li></ul>Right-Sized Phasing – Risk vs. Return<br />
  31. 31. Plan<br />Define Approach<br /><ul><li>Upgrade vs. Re-Implementation
  32. 32. Replace customizations
  33. 33. Retool processes
  34. 34. Take advantage of simplification opportunities in advance of upgrade
  35. 35. Phasing</li></li></ul><li>Plan<br />Customizations Revisited...<br />Inventory <br /><ul><li>Whats are they?
  36. 36. Whats tools were they built with?
  37. 37. Are they still required?
  38. 38. Obsolete functionality
  39. 39. Replaced by new features</li></ul>Future Approach<br /><ul><li>Configuration, Not Customisation
  40. 40. Conform to Fusion architecture</li></ul>3. Result<br /><ul><li>Reduced maintenance Cost
  41. 41. Reduced risk of architecture obsolescence
  42. 42. Easier to upgrade</li></li></ul><li>Plan<br />Recommended required upgrade to 11g database be done in advance of R12 Upgrade <br />
  43. 43. Upgrade Steps<br />
  44. 44. Prepare <br />Organisation preparation <br /><ul><li>Take into account above scope
  45. 45. Change Management
  46. 46. Data model
  47. 47. Functionality (esp. Financials)
  48. 48. Build momentum from executives through to users
  49. 49. Involve Business Owners</li></li></ul><li>Prepare<br />Assemble the team<br /><ul><li>Best and brightest
  50. 50. Plan to bolster weak areas
  51. 51. Assess current Oracle skills
  52. 52. Plan to backfill
  53. 53. Potential Organization Chart</li></li></ul><li>Prepare<br />Team Needed to complete Upgrade<br /><ul><li>X2 Functional Consultants (To split GL, AP&FA
  54. 54. X1 Functional PO consultant
  55. 55. X1 DBA
  56. 56. X1 Developer
  57. 57. X1 Project Manager </li></li></ul><li>Prepare<br />Take advantage of available R12 Content: (https://metalink.oracle.com/)<br /><ul><li>Online training (403349.1)
  58. 58. Upgrade Resources (461705.1)
  59. 59. Oracle Applications Upgrade Guide (E12011.02)
  60. 60. Oracle Financials and Oracle procurement Functional Upgrade Guide: Release 11i to Release 12 (B31543101)
  61. 61. Release 12 Release notes, Release content documents (404152.1)
  62. 62. Documentation resources Release 12 (394692.1) </li></li></ul><li>Prepare<br />Pre-upgrade tasks <br /><ul><li>Use Tums to eliminate Unnecessary upgrade tasks
  63. 63. Reduce upgrade down time
  64. 64. Upgrade guide: release 11i to Release 12
  65. 65. Reducing downtime Upgrade Guide, Appendix E)
  66. 66. Upgrade by request (upgrade Guide, Appendix G)
  67. 67. Convert to multi Org
  68. 68. Convert to OATM
  69. 69. Upgrade database to 11g
  70. 70. Record duration of each step during test upgrade
  71. 71. Make a valid back-up before both the database and applications upgrades </li></li></ul><li>Upgrade Steps<br />
  72. 72. Execute<br />Maintenance Wizard (215527.1)<br /><ul><li>Step-by-step, graphical user interface for performing upgrade tasks.
  73. 73. Consolidates instructions from Multiple sources to present a comprehensive upgrade picture
  74. 74. Reduces upgrade tasks by filtering out those that do not apply to you (using TUMS)
  75. 75. Indicates Critical Patches that your system requires
  76. 76. Can automatically execute upgrade tasks for you</li></li></ul><li>Execute<br />
  77. 77. Execute<br />Use the latest patch set to eliminate known issues (557869.1)<br />
  78. 78. Execute<br />Notes on testing <br /><ul><li>Leverage 11i test scripts updated to reflect new, relevant Release 12 functionality and process changes
  79. 79. Test all business flows and scenarios using new and existing data
  80. 80. Test workflows in process
  81. 81. Execute multiple testing rounds and budget enough time for issue resolution
  82. 82. Perform at least 2 successful test upgrade cycles before upgrade cutover
  83. 83. If changing OS (e.g., Unix to Linuz, or windows to Unix/Linuz), add another successful test cycle
  84. 84. Perform adequate load and volume testing
  85. 85. Time the upgrade process to gauge duration required for cutover
  86. 86. 12.1 Patchset (12.1.3 Patch Number 9239090)</li></li></ul><li>Upgrade Steps<br />
  87. 87. Maintenance<br />Full post go-live support for a minimum 1month <br />
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