Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant Oracle’s Best Kept Secret Oracle iSetup
<ul><li>Setup Automation and Management of the Oracle e-Business Suite </li></ul>Oracle iSetup
Agenda <ul><li>Vision and Goals </li></ul><ul><li>iSetup Components and Architecture </li></ul><ul><li>Benefits </li></ul>...
<ul><li>To fully automate the setup of the Oracle E-Business Suite </li></ul>Vision
<ul><li>New Implementation </li></ul><ul><ul><li>Support initial implementation </li></ul></ul><ul><ul><li>Simplify requir...
Oracle iSetup Components <ul><li>iSetup Configurator </li></ul><ul><li>iSetup Migrator </li></ul><ul><li>iSetup Reporter <...
<ul><li>For initial implementation </li></ul><ul><li>Collects requirements by presenting business questions </li></ul><ul>...
iSetup Configurator
Demo of iSetup.oracle.com
<ul><li>Automates moving of setup data from one instance to another </li></ul><ul><li>Generates additional setup data base...
iSetup Migrator
<ul><li>Report on Setup data </li></ul><ul><li>Maintain snapshots for later reference </li></ul><ul><li>Compare setup data...
iSetup Reporter
iSetup Usage Scenario - I
iSetup Usage Scenario - II Migrate
iSetup Benefits <ul><li>New Implementations </li></ul><ul><ul><li>Proven and consistent setup data </li></ul></ul><ul><ul>...
iSetup Benefits <ul><li>Existing Implementations </li></ul><ul><ul><li>Ease of maintenance </li></ul></ul><ul><ul><li>Redu...
Release Status Scheduled for R11i.9 Actual release 8-11-2003 iSetup Reporter Scheduled for R11i.9 Actual release 8-11-2003...
iSetup Footprint <ul><li>Financial  </li></ul><ul><ul><li>General Ledger </li></ul></ul><ul><ul><li>Accounts Payable </li>...
iSetup Footprint <ul><li>Manufacturing </li></ul><ul><ul><li>Inventory </li></ul></ul><ul><ul><li>Bill of Material </li></...
iSetup Footprint <ul><li>Human Resources </li></ul><ul><ul><li>Human Resources </li></ul></ul>
Application Implementation Method
iSetup and AIM
iSetup Integration Strategy Business  Information System  Configuration Oracle  iSetup Automated Test Scripts Business Flo...
iSetup and AIM Tasks <ul><li>RD.020 – Conduct Current Business Baseline </li></ul><ul><ul><li>Complete iSetup Questionnair...
Outsourcing Timeline Contract Signed Implementer Selected Hardware Ready Apps Installed Begin iSetup Configuration Begin T...
Loading Multiple Instances iSetup  Configurator CRP System Test Production Original Configuration Revised Configuration
Alternate Approach iSetup  Configurator CRP System Test Production Original Configuration Backup Refine
Configuring Test Scripts <ul><li>Assumptions </li></ul><ul><ul><li>One RT per form </li></ul></ul><ul><ul><li>Data driven ...
Summary <ul><li>iSetup Is Not for Every Customer Situation </li></ul><ul><li>Advantages & Disadvantages of iSetup </li></u...
Contacts <ul><li>Jim Lange, Product Director </li></ul><ul><ul><li>E-mail: Jim.Lange@oracle.com </li></ul></ul><ul><ul><li...
Frontier Consulting, Inc. Updates Provided by  Jim Lange and Manoj Gupta Product Director Oracle iSetup Development Oracle...
A Frontier Consulting, Inc. Q & Q U E S T I O N S A N S W E R S
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Williams Kirk iSetup OAUG 2003 Fall

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Oracle’s Best Kept Secret Oracle iSetup
OAUG Fall 2003

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  • Our vision is to Automate the setup of Oracle E-Business Suite. Our vision is to make the Oracle E-Business Suite the smartest E-Business Application to setup and maintain on an ongoing basis.
  • Use of iSetup makes sure that you get proven setup data to run your business processes. At the same time, these data are tailored to your requirements based on your responses. While generating setup options, iSetup follows consistent naming conventions, thus improving the usability and maintainability of your data. Use of iSetup reduces risk in your implementation. The setup data created by iSetup is proven and customized based on your responses. With this reduced risk you can focus your attention on training your users and transitioning your company to the new E-business environment. Use of iSetup during your implementation will provide benefits on an ongoing basis. Implementation using proven and consistent data will reduce your ongoing maintenance and support needs. Avoid mistakes caused by missed steps Typical time savings of 10-15 days Lipomed implemented Financials in 20 days using iSetup
  • Use of iSetup makes sure that you get proven setup data to run your business processes. At the same time, these data are tailored to your requirements based on your responses. While generating setup options, iSetup follows consistent naming conventions, thus improving the usability and maintainability of your data. Use of iSetup reduces risk in your implementation. The setup data created by iSetup is proven and customized based on your responses. With this reduced risk you can focus your attention on training your users and transitioning your company to the new E-business environment. Use of iSetup during your implementation will provide benefits on an ongoing basis. Implementation using proven and consistent data will reduce your ongoing maintenance and support needs. Avoid mistakes caused by missed steps Typical time savings of 10-15 days Lipomed implemented Financials in 20 days using iSetup
  • The iSetup for initial implementation is based on very simple concept. The concept is that you should be able to specify your requirements in a simple easy to answer way. Once your requirements are specified you should be able to do your setup without doing any additional steps.
  • The iSetup for initial implementation is based on very simple concept. The concept is that you should be able to specify your requirements in a simple easy to answer way. Once your requirements are specified you should be able to do your setup without doing any additional steps.
  • The iSetup for initial implementation is based on very simple concept. The concept is that you should be able to specify your requirements in a simple easy to answer way. Once your requirements are specified you should be able to do your setup without doing any additional steps.
  • Use of iSetup makes sure that you get proven setup data to run your business processes. At the same time, these data are tailored to your requirements based on your responses. While generating setup options, iSetup follows consistent naming conventions, thus improving the usability and maintainability of your data. Use of iSetup reduces risk in your implementation. The setup data created by iSetup is proven and customized based on your responses. With this reduced risk you can focus your attention on training your users and transitioning your company to the new E-business environment. Use of iSetup during your implementation will provide benefits on an ongoing basis. Implementation using proven and consistent data will reduce your ongoing maintenance and support needs. Avoid mistakes caused by missed steps Typical time savings of 10-15 days Lipomed implemented Financials in 20 days using iSetup
  • Use of iSetup makes sure that you get proven setup data to run your business processes. At the same time, these data are tailored to your requirements based on your responses. While generating setup options, iSetup follows consistent naming conventions, thus improving the usability and maintainability of your data. Use of iSetup reduces risk in your implementation. The setup data created by iSetup is proven and customized based on your responses. With this reduced risk you can focus your attention on training your users and transitioning your company to the new E-business environment. Use of iSetup during your implementation will provide benefits on an ongoing basis. Implementation using proven and consistent data will reduce your ongoing maintenance and support needs. Avoid mistakes caused by missed steps Typical time savings of 10-15 days Lipomed implemented Financials in 20 days using iSetup
  • You can use the same configuration to populate multiple instances or make refinements before loading subsequent instances.
  • Another approach is to back up your setups and use the backup to configure future environments. This might be the best approach if you are implementing more than Financials or you need to make many changes.
  • If you need any more information, or if you want to use iSetup for one of your customers, please feel free to contact me or Jim.
  • Williams Kirk iSetup OAUG 2003 Fall

    1. 1. Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant Oracle’s Best Kept Secret Oracle iSetup
    2. 2. <ul><li>Setup Automation and Management of the Oracle e-Business Suite </li></ul>Oracle iSetup
    3. 3. Agenda <ul><li>Vision and Goals </li></ul><ul><li>iSetup Components and Architecture </li></ul><ul><li>Benefits </li></ul><ul><li>Release Status </li></ul><ul><li>Footprint </li></ul><ul><li>Next Steps </li></ul><ul><li>Q&A </li></ul>
    4. 4. <ul><li>To fully automate the setup of the Oracle E-Business Suite </li></ul>Vision
    5. 5. <ul><li>New Implementation </li></ul><ul><ul><li>Support initial implementation </li></ul></ul><ul><ul><li>Simplify requirements collection </li></ul></ul><ul><ul><li>Automate data setup </li></ul></ul><ul><li>Management of Setup Data </li></ul><ul><ul><li>Automate moving setup parameters from one instance to another </li></ul></ul><ul><ul><li>Extend existing data </li></ul></ul><ul><ul><li>Keep track of setup data </li></ul></ul><ul><ul><li>Generate Setup Reports </li></ul></ul>Business Goals
    6. 6. Oracle iSetup Components <ul><li>iSetup Configurator </li></ul><ul><li>iSetup Migrator </li></ul><ul><li>iSetup Reporter </li></ul>
    7. 7. <ul><li>For initial implementation </li></ul><ul><li>Collects requirements by presenting business questions </li></ul><ul><li>Derives setup options based on your responses </li></ul><ul><li>Incorporates leading business practices into template data </li></ul><ul><li>Loads all the setup data with the click of a button </li></ul>iSetup Configurator
    8. 8. iSetup Configurator
    9. 9. Demo of iSetup.oracle.com
    10. 10. <ul><li>Automates moving of setup data from one instance to another </li></ul><ul><li>Generates additional setup data based on existing data. For example: </li></ul><ul><ul><li>Create a new Accounting Calendar </li></ul></ul><ul><ul><li>Create a new Chart of Accounts </li></ul></ul>iSetup Migrator
    11. 11. iSetup Migrator
    12. 12. <ul><li>Report on Setup data </li></ul><ul><li>Maintain snapshots for later reference </li></ul><ul><li>Compare setup data across instances </li></ul><ul><li>Compare setup data at different times </li></ul>iSetup Reporter
    13. 13. iSetup Reporter
    14. 14. iSetup Usage Scenario - I
    15. 15. iSetup Usage Scenario - II Migrate
    16. 16. iSetup Benefits <ul><li>New Implementations </li></ul><ul><ul><li>Proven and consistent setup data </li></ul></ul><ul><ul><li>Reduced risk to your implementation </li></ul></ul><ul><ul><li>Reduced time to go-live </li></ul></ul><ul><ul><li>Reduced ongoing maintenance and support needs </li></ul></ul>
    17. 17. iSetup Benefits <ul><li>Existing Implementations </li></ul><ul><ul><li>Ease of maintenance </li></ul></ul><ul><ul><li>Reduced time in administrative tasks </li></ul></ul><ul><ul><li>Easier expansion of setup parameters </li></ul></ul><ul><ul><li>Easier to maintain history of setup data </li></ul></ul><ul><ul><li>Help in resolving system problems </li></ul></ul>
    18. 18. Release Status Scheduled for R11i.9 Actual release 8-11-2003 iSetup Reporter Scheduled for R11i.9 Actual release 8-11-2003 iSetup Migrator In production with R11i.8 iSetup Configurator
    19. 19. iSetup Footprint <ul><li>Financial </li></ul><ul><ul><li>General Ledger </li></ul></ul><ul><ul><li>Accounts Payable </li></ul></ul><ul><ul><li>Accounts Receivable </li></ul></ul><ul><ul><li>Fixed Assets </li></ul></ul><ul><ul><li>Cash Management </li></ul></ul><ul><ul><li>Purchasing </li></ul></ul>
    20. 20. iSetup Footprint <ul><li>Manufacturing </li></ul><ul><ul><li>Inventory </li></ul></ul><ul><ul><li>Bill of Material </li></ul></ul><ul><ul><li>Engineering </li></ul></ul><ul><ul><li>WIP </li></ul></ul><ul><ul><li>Costing </li></ul></ul><ul><ul><li>Order Management </li></ul></ul><ul><ul><li>Shipping </li></ul></ul>
    21. 21. iSetup Footprint <ul><li>Human Resources </li></ul><ul><ul><li>Human Resources </li></ul></ul>
    22. 22. Application Implementation Method
    23. 23. iSetup and AIM
    24. 24. iSetup Integration Strategy Business Information System Configuration Oracle iSetup Automated Test Scripts Business Flows Tutor Procedures Workflows
    25. 25. iSetup and AIM Tasks <ul><li>RD.020 – Conduct Current Business Baseline </li></ul><ul><ul><li>Complete iSetup Questionnaire </li></ul></ul><ul><li>RD.050 – Gather Business Requirements </li></ul><ul><ul><li>Complete iSetup Questionnaire </li></ul></ul><ul><li>BR.020 – Prepare Mapping Environment </li></ul><ul><ul><li>Run iSetup Loader </li></ul></ul><ul><li>BR.100 – Define Application Setups </li></ul><ul><ul><li>Run iSetup Loader </li></ul></ul><ul><ul><li>Edit iSetup BR.100 document </li></ul></ul><ul><li>TE.060 – Prepare Testing Environments </li></ul><ul><ul><li>Run iSetup Loader </li></ul></ul><ul><li>PM.040 – Prepare Production Environment </li></ul><ul><ul><li>Run iSetup Loader </li></ul></ul>
    26. 26. Outsourcing Timeline Contract Signed Implementer Selected Hardware Ready Apps Installed Begin iSetup Configuration Begin Testing Load iSetup Configuration 1 5 6 15 17 18 19
    27. 27. Loading Multiple Instances iSetup Configurator CRP System Test Production Original Configuration Revised Configuration
    28. 28. Alternate Approach iSetup Configurator CRP System Test Production Original Configuration Backup Refine
    29. 29. Configuring Test Scripts <ul><li>Assumptions </li></ul><ul><ul><li>One RT per form </li></ul></ul><ul><ul><li>Data driven </li></ul></ul><ul><ul><li>Dynamic linking between RTs to support any business flow </li></ul></ul>iSetup Bus. Flow Setup Data Configured RT Suite Customized Data Files
    30. 30. Summary <ul><li>iSetup Is Not for Every Customer Situation </li></ul><ul><li>Advantages & Disadvantages of iSetup </li></ul><ul><li>Summarize Cost of Implementation or Migration Option </li></ul>
    31. 31. Contacts <ul><li>Jim Lange, Product Director </li></ul><ul><ul><li>E-mail: Jim.Lange@oracle.com </li></ul></ul><ul><ul><li>Phone: 425-820-1203 </li></ul></ul><ul><li>Manoj Gupta, Product Manager </li></ul><ul><ul><li>E-mail: Manoj.K.Gupta@oracle.com </li></ul></ul><ul><ul><li>Phone: 650-506-5947 </li></ul></ul><ul><li>Kirk Williams, Project Manager </li></ul><ul><ul><li>E-mail: Kirk.Williams@att.net </li></ul></ul><ul><ul><li>Phone: 832-244-6255 </li></ul></ul>
    32. 32. Frontier Consulting, Inc. Updates Provided by Jim Lange and Manoj Gupta Product Director Oracle iSetup Development Oracle Corporation
    33. 33. A Frontier Consulting, Inc. Q & Q U E S T I O N S A N S W E R S
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