OOW15 - Planning Your Upgrade to Oracle E-Business Suite 12.2

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 2
Planning Your Upgrade to
Oracle E-Business Suite 12.2
Anne Carlson
Senior Director, EBS Product Strategy
Oracle E-Business Suite Development
October 26, 2015

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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 and Roadmap
12.2 Upgrade Planning Considerations
Key Takeaways
Additional Resources
4
3
4

• See Video Highlight and Other Links at Bottom of Press Release
5
EBS 12.2.5 Press Release and Video Highlight
Generally Available Oct 16, 2015
Link to Press Release
education.oracle.com/streams/ebusinesssuite

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | 6
Continued Investment for Years to Come
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 12.312.1 12.1.2 12.1.3 12.1.3+
5/2009 12/2009 8/2010 10/2015
New Release

Continued Investment Building Upon the Strengths of EBS Integrated Global Suite
Oracle E-Business Suite 12.2 Investment Priorities
EBS
7
Projects &
Procurement
Financials
Human
Capital
Manufacturing
& Planning
Asset Lifecycle
& Service
Order Mgt
& Logistics
Modern User
Experience and Mobility
Simple and actionable user
experience for operational roles
Functional
Advancements
Rich functional flows for modern
business in integrated global suite
Operational
Efficiency
Lower effort and cost to operate
and optimize EBS system

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
8

12.2 Upgrade
Planning
Considerations
9

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
10

Reduced Downtime; Richer User Experience and Functional Flows Across the Suite
Oracle E-Business Suite Release 12.2 Highlights
• Latest Oracle Look and Feel: Choice for Icon-Based Navigation; New Interactions & Widgets
• Tablet Optimizations: Support for Familiar Tablet Interactions in HTML UIs; Tablet Optimized App Designs
• Smartphone Apps: Simple, Actionable Apps for Targeted Roles On the Go. Available for 12.1.3 & 12.2
• Information Discovery: Dashboards to Identify & Act on Priority Transactions without Custom Reporting*
• Functional Advancements Across the Suite
• Subscription and Services Selling
• Outcome-Based Procurement
• Supply Chain Agility across Logistics,
Manufacturing, Planning, and Service
• Advanced Project Controls and Project Billing
• Linear Asset Management
• Streamlined HTML User Interfaces
• Customer Voted Enhancements
• Online Patching: Patching While Users on the System for Reduced Downtime
• Technology Stack: WebLogic Server, Advanced Configuration Management
• Automated System Mgt and Testing: Enhanced Patch Wizard, OATS Flowbuilder with EBS Content*
Modern User
Experience and Mobility
Functional
Advancements
Operational
Efficiency
• New Products
• Procurement Command Center*
• Project Procurement*
• Contract Renewal Command Center*
• Advanced Project Planning and Control*
• Yard Management
• Outsourced Manufacturing*
• In-Memory Cost Management*
• Supply Chain Event Management*
* denotes new product(s) for 12.1.3 and 12.2

EBS Release Content Documents
12.1 and 12.2 New Products and New Features, Doc 1302189.1
12
Organized by
family, product,
and point release

Related Sessions
EBS 12.2 – Highlights
Monday
Oct 26
4:00 pm -
4:45 pm
CON6413 - Oracle E-Business Suite Technology: Latest Features and Roadmap
Lisa Parekh, VP Oracle
MW-
3002/3004
Tuesday
Oct 27
12:15 pm -
1:00 pm
CON6411 - Oracle E-Business Suite: What’s New in Release 12.2 Beyond Online
Patching
Jeanne Lowell, VP EBS Product Strategy
MW-3022
13

2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023
11.5.10
GA 11/2004
Sustaining12.0
GA 1/2007
12.1
GA 5/2009
12.2
GA 9/2013
Sustaining
Extended
11/2013
1/2012 1/2015
11/2010 12/2015
12/2016 12/20195/2009
9/2013 9/2021
Exception
Sustaining
Extended
Premier
Customer Choice to Use 12.1 or 12.2
Oracle E-Business Suite Support Timelines
Support updates as of 5/2015
12.2 Premier Support through 9/2021 (3 years of Extended Support changed to Premier Support)
For more info, see Oracle Lifetime Support Policy: Oracle Applications
14
1
Premier
Extended
Extended Sustaining
Extended Sustaining
Sustaining
Sustaining
1
Premier
Premier
Exception
Premier

Build the Business Case for 12.2 Upgrade
Summary
Online Patching for continuous business operation
More modern user experience to appeal to users
New functional features to reduce customizations & improve automation
Continuing, easy-to-adopt updates on 12.2
Longer support life on 12.2

12.2 Upgrade
Planning
Considerations
16

Key Factors Driving Time and Resources
12.1 to 12.2 Upgrade
• Size of EBS footprint and 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
• 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
• Other changes you combine with the EBS upgrade
– Move to new HW/OS, combine multiple instances into a global single instance, etc.

Different Project Team for the 12.1 to 12.2 Upgrade
11.5.10 to 12.1 12.1 to 12.2
18
Technical team is keyFunctional team is key
• DBAs
• System Administrators
• Customization Developers
• Financials Specialists
• Tax Specialist
• Business Process Owners

12.2 Upgrade
Planning
Considerations
19

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
CutoverFinalizeApplyPrepare Cleanup
Users
Online
Users
Offline
Users
Online
• Online Patching cycle includes 5 phases
• Application is only offline 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
• 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
fs1fs2
PatchPatch
fs2
Run Patch 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
22
DBA
Business Users

12.2 Online Patching Architecture
23
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
FS2PATCH_TOP
APPL_TOP_NE
LOGS
Run File System Patch File System
FS_NE

Prepare: Sync Patch & Run File Systems, Create Patch Edition in DB
24
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
FS2PATCH_TOP
APPL_TOP_NE
LOGS
FS_NE
EBS
Patch

Apply: Apply Patches to Patch File System and Patch Edition in DB
25
Developer 10.1.2
COMMON_TOP
APPL_TOP
INST_TOP
FS1
Developer 10.1.2
COMMON_TOP
APPL_TOP
INST_TOP
FS2PATCH_TOP
APPL_TOP_NE
LOGS
FS_NE
EBS
Patch

Cutover: Restart App Tier Services on Switched Patch and Run
26
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
– Allowing patches to 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
27

Database Editioning Views
Enable Online Patching of Data Model Updates
• Patch and Run Editions see a different
projection 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
28

Crossedition Triggers
Data in Existing Rows is Mapped 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
29
• Numeric values 11, 30, 90 are mapped to character
values ‘OPEN’, ‘INFO_REQUESTED’, ‘FIXED’

Crossedition Triggers
Data in New Rows is Mapped 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
30
• 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
31
See Oracle E-Business Suite 12.2: Online Patching FAQ (Doc 1583902.1)

Related Sessions
Online Patching
Tuesday
Oct 27
4:00 pm -
4:45 pm
CON8133 - Online Patching with Oracle E-Business Suite 12.2
Kevin Hudson, Senior Director
MW-3022
32

12.2 Upgrade
Planning
Considerations
33

Plan for Impacts on Business Users
Overview
• New, more modern user experience
• Any new functionality and business process changes you implement
• Expectations around Online Patching downtime
34

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
35

Latest Oracle Look and Feel Across EBS
Manager Self Service: Simplified UI
EBS HCM 12.2.5EBS HCM 12.1.3
36

Modern HTML UI and Tablet Friendly Layout
Order Management: HTML User Interface

Increased Spacing on Tablet for Easier Touch Interactions
Touch-Friendly Layout
Laptop / Desktop Tablet Increased Row,
Column Header,
and Button Height
Oracle Application Framework 12.2 responsively handles layout, based on device

Page Interactions on Tablet via Touch
Gesture Support
Table Controls
Drag and drop to reorder
columns, hide columns
Table Scroll and Refresh
Swipe up and down in table
for more rows in table, or
sideways for horizontal scroll
Page Scroll
Swipe up and down on region
to scroll page

Multi-mode
Application Simulations
See It - Try It - Know It - Do It-
Print It
System Process Docs and Job AidsUser Acceptance Test Scripts
Training Guides
Instructor and Student
Process Recording & Editing
Oracle UPK to Facilitate Change Management
Single Recording Produces Multiple Outputs for Use Throughout the Project Lifecycle

Enable Self-Service Learning for Business Users
Oracle UPK: Multi-Mode Application Simulations
SEE IT TRY IT KNOW IT DO ITUser
Modes
Self-Running Demo Interactive Simulation Testing for Competence Context-Sensitive Help

Expectations Around 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
• Online Patching cannot be used for Database and OS patching
– Users will still experience a downtime when Database and OS patches are applied
42

12.2 Upgrade
Planning
Considerations
44

Plan for Impacts on Apps DBAs
Overview
• New 12.2 patching utility to orchestrate Online Patching cycle
• New 12.2 Technology Stack
• Changes to Applications tier configuration and management
• Applications tier sizing considerations
• Changes to EBS cloning process
45

Learn ADOP – New Utility to Orchestrate Online Patching
• Prepare the running system for an Online
Patching cycle
• Apply one or more patches with a single
adop command
• Repeat Apply and Finalize phases as
often as needed
• Defer Cutover until a convenient time
• When users are back online, do Cleanup
of obsolete objects
$ adop phase=prepare
$ adop phase=apply patches=1234,5678
$ adop phase=finalize
$ adop phase=cutover
$ adop phase=cleanup
46
Steps You Through the Online Patching Phases
See Oracle E-Business Suite Maintenance Guide, Release 12.2
for adop syntax options.

ADOP - Patching of Single- and Multi-Node Deployments
Single Application Tier Node
adop
Primary
Node
Application
Tier
Database
Tier
Multiple Application Tier Nodes
Primary
Node
Secondary
Node
Secondary
Node
adop
Invoke ADOP on Primary Node to Manage Patching of any Secondary nodes
Application
Tier
Database
Tier

10gR2 | 11g
EBS Release 12.0/12.1 Technology Stack
Client
JDBC/SQLNet
HTTP/S
Application Database
RAC & ASM
Global Single
Data Model
Forms
BI Publisher
BC4J
WebListener
10g
JSP
UIX
OC4J
48

EBS Release 12.2 Technology Stack
Client
JDBC/SQLNet
HTTP/S
Application Database
R2
Edition-Based
Redefinition
WebLogic JSP
Forms
BI Publisher
BC4J
WebListener
WebLogic Server
RAC & ASM
Global Single
Data Model
49
UIX

WebLogic Server 11g
Part of the EBS 12.2 Application Tier
50
• Familiar to some Apps DBAs/Sysadmins
• Will use both EBS Autoconfig and native
WebLogic facilities for 12.2 configuration
• Don’t assume that 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, forms
and forms-c4ws services,
etc.
Oracle E-Business Suite
Developer 10g, Product Specific
Settings, etc.

EBS Release 12.2 Application Tier
Re-evaluate Application Tier Sizing
52
• 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
• DB and App Tier Sizing Guidelines
• JVM Parameter Settings for 64-bit Java on WLS
Web Tier
• 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

Additional DBA Considerations
Practice EBS 12.2 Cloning
53
• Database Tier cloning process is
much the same as in 12.1
• App Tier process now uses single-
step cloning of Run & Patch file
systems (new with 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

Related Sessions
Installation & Architecture
Tuesday
Oct 27
12:15 p.m.
CON8128 - Installation, Cloning, and Configuration of Oracle E-Business Suite 12.2
Max Arderius, Senior Principal Product Manager, Oracle
Moscone
West—3014
Thursday
Oct 29
10:45 a.m.
CON8129 - Advanced Architectures for Oracle E-Business Suite
Noby Joseph, Architect ATG Development, Oracle
Elke Phelps, Senior Principal Product Manager, Oracle
Moscone
West—3022
54

Operational Efficiency with Better System Management
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
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
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
55
Application Management Suite for E-Business Suite 12.2

Related Sessions
System Management
Wednesday
Oct 28
11:00 a.m.
CON8127 - Oracle Enterprise Manager 12c Cloud Control for Managing Oracle E-
Business Suite 12.2
Angelo Rosado, Senior Principal Product Manager, Oracle
Moscone
West—3022
Thursday
Oct 29
1:15 p.m.
CON8126 - Case Study: Oracle Application Management Suite for Oracle E-Business
Suite
Sue Gill, Senior Database Administrator, GE Corporate
Angelo Rosado, Senior Principal Product Manager, Oracle
Moscone
West—3004
56

12.2 Upgrade
Planning
Considerations
58

Plan for Impacts on Customization Developers
Overview
• Evaluating existing customizations
• New 12.2 development standards
• Reports to help you find and fix development standards violations
• Integration of custom and third-party products
59

Evaluating Customizations
Consider Replacing Customizations with Standard EBS Functionality
• Especially relevant if you did a minimal technical upgrade from 11i to 12
• Review what is now available in EBS Products
– See E-Business Suite Release Content Documents (Doc 1302189.1 )
• Review the available country localizations
– See E-Business Suite Globalization Center (Doc 973912.1)

Evaluating Customizations
Plan for 12.2 Impacts on Customizations You Decide to Upgrade
• EBS 12.2 data model changes
– See Data Model Comparison Report (Doc 1290886.1)
• New 12.2 UI standards for OA Framework-based pages
– See Oracle E-Business Suite Release 12.2.4 Upgrade Considerations for OA
Framework-based Applications (Doc 1927975.1)
• New 12.2 development standards for Online Patching compatibility
– See EBS Developer’s Guide Release 12.2

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
• Remove
obsolete
objects
• Restart
application on
Patch Edition
• Compile invalid
objects
• Wait for a good
downtime window
• Apply EBS patches
to the Patch
Edition
• Apply custom
code patches to
the Patch Edition
• Copy the
production app
code
Edition in the DB
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
65

Custom Code is Minimally Compliant with 12.2 Standards
Apply Custom Code During Extended Cutover, Prolonging the Downtime
• Remove
obsolete
objects
• Apply custom code
to new the Run
Edition during
Extended Cutover
• Compile invalid
objects
• Wait for a good
downtime window
• Copy the
production app
code
Edition in the DB
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
66
Extended
Cutover
• Apply EBS patches
to the Patch
Edition

Existing Standards have been Tightened and Extended – Examples to Illustrate
New 12.2 Development Standards for Custom Code
Minimal Full
• Column name must be unique
within the first 28 characters
• Change column data type by
creating a replacement column &
coding a Crossedition trigger
• All code must access the data
model through the APPS synonym
• Triggers must be created on
editioning views, not tables
See EBS Developer’s Guide Release 12.2

Identify Standards Violations and Recommended Fixes
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)

Preparing Custom Code: Prior to 12.2 Upgrade Project
69
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
70
Run Reports During 12.2 Upgrade Cycles to Confirm Standards Compliance
Upgrade to
12.2
Run reports
on 12.2
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

Integrating Custom and Third-Party Products
Evaluate Integrations to Determine If Changes Are Needed
• Some integrations will need changes to comply with 12.2 standards
– Integrations implemented as custom EBS apps, or ones that install triggers invoked by
an EBS app
• Other integrations do not require changes
– Integrations that work through EBS web services, file import, or 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
71
See Guidance for Integrating Custom and Third-Party Products with Oracle E-Business Suite Release 12.2 (Doc 1916149.1)

Related Sessions
Upgrading Customizations to 12.2
Tuesday
Oct 27
5:15 pm -
6:00 pm
CON8130 - Migrating and Managing Customizations for Oracle E-Business Suite 12.2
Santiago Bastidas, Senior Principal Product Manager, Oracle
MW-3014
73

12.2 Upgrade
Planning
Considerations
74

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
75
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 2015, latest patch sets are 11.2.0.4 or 12.1.0.2
• Identify missing database bug fixes needed for EBS 12.2
– Run the Database Codelevel Checker (Patch 17537119)
• Apply patches for missing database bug fixes
– See Oracle E-Business Suite Release 12.2: Consolidated List of Patches and Technology
Bug Fixes (Doc 1594274.1)
77
See Database Preparation Guidelines for Release 12.2 Upgrade (Doc 1349240.1)
✓

Determine the Target Middle Tier Code Level
• 12.2 upgrade installs FMW 11.1.1.7
• Identify missing middle tier bug
fixes needed for 12.2
– Run the Middle Tier Codelevel Checker
(Patch 17537119)
• Apply patches for missing middle
tier bug fixes
– See Oracle E-Business Suite Release
12.2: Consolidated List of Patches and
Technology Bug Fixes (Doc 1594274.1)
78
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.7 / R12.TXK.C.delta.7 has been available since Oct 2015
– Expect more frequent updates of 12.2 AD and TXK
• Apply latest EBS Release Update Pack
– EBS R12.2.5 has been available since Oct 2015
– Choose between EBS-wide or Family-level RUPs
– If close to production cutover, you can stay with R12.2.4, available since July 2014
79
✓

Determine the Target Apps Tier Code Level
Plan for Complex Configurations
• Get to target code level on a single apps tier node before adding complexity
– Additional middle tier nodes, SSL, load balancers, 3rd party integrations, etc.
80

Plan for System Software Integrations
Must Switch to 12.2-Certified External Services
• Switch from Oracle Single Sign-On to Oracle Access Manager 11gR2
– 12.2 is certified only with Oracle Access Manager 11g
– OAM 11gR2 (11.1.2) is certified for 11i and 12.0/12.1.3
– See Overview of Single Sign-On Integration Options for Oracle E-Business Suite,
(Doc 1388152.1)
• Switch from Oracle Portal to Oracle WebCenter Portal
– 12.2 is certified only with Oracle WebCenter Portal
– Oracle WebCenter Portal 11gR2 (11.1.1.6) is certified for 12.0/12.1.3
81

Plan for EBS Product Migrations
Must Migrate From Obsolete Products
• View obsolete products in Oracle E-Business Suite Upgrade Guide Release
12.0 and 12.1 to 12.2, Chapter 1: Obsolete Products in Release 12.2. These
include:
– Oracle Daily Business Intelligence
– Oracle Balanced Scorecard
– Oracle Financials and Sales Analyzers
• A license migration plan exists for customers who have purchased these
products in earlier releases
– Contact your Account Manager for more information
82

12.2 Upgrade
Planning
Considerations
83

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 hardware capacity analysis
– See Oracle E-Business Suite Installation Guide: Using Rapid Install Release 12.2
– Discuss with your Systems Integrator or hardware vendor

Plan for Required Storage
Consider Disk Space Needed for Online Patching
• Database
– SYSTEM tablespace requires double its current space allocation
• 25GB increases to 50GB
– SEED tablespace requires double its current space allocation
• 5GB increases to 10GB
• File System
– 2 file systems require double the space of 1 file system 
Oracle E-Business Suite Installation Guide: Using Rapid Install Release 12.2

Oracle E-Business Suite on Oracle Compute Cloud
Initial Offering
1. Images for quick provisioning of E-Business Suite 12.2.5
2. Cloning of E-Business Suite systems (12.1.3 or 12.2) to Oracle Cloud
• Non-production instances
• Single-node E-Business Suite systems
• Oracle Linux
3. Development in Oracle Cloud
4. Management of on-premise and cloud instances via Enterprise Manager
Future Directions (phased approach)
1. Advanced configurations: Multi-node, load balancing, RAC, DMZ
2. Integration with external services such as OAM, OID, SOA Suite
86
Roadmap

Related Sessions
EBS on Oracle Compute Cloud
Monday
Oct 26
4:00 pm -
4:45 pm
CON6413 - Oracle E-Business Suite Technology: Latest Features and Roadmap
Lisa Parekh, VP Oracle
MW-
3002/3004
Tuesday
Oct 27
4:00 pm -
4:45 pm
CON6412 - Oracle E-Business Suite and Oracle Cloud: Practical Coexistence Scenarios
Nadia Bendjedou, Senior Director - Product Strategy, Oracle
MW-3014
Oracle Confidential – Internal/Restricted/Highly Restricted 87

12.2 Upgrade
Planning
Considerations
88

Understand the Upgrade Process
Overview
• You perform the 12.2 upgrade during downtime
• You get Online Patching as a result of doing the 12.2 upgrade
• The upgrade includes additional steps to enable Online Patching
89

• Use Rapid Install ( target
platform) to lay down
12.2.0 code and tech stack
and create the Dual File
System
• Use latest StartCD
(currently StartCD 50)
• No downtime required
• StartCD 50 delivers FMW
11.1.1.7
90
2. Lay Down File System
• Upgrade database to the
minimum version (11.2.0.4)
OR latest certified version
(12.1.0.2), migrate db
platform if desired
• Database Prep guide for
Release 12.2 (Doc
1349240.1)
• Apply latest database
patches. Refer to
“Consolidated list of
Technology patches”
(Doc 1594274.1)
• Requires downtime
1. Prepare Database
12.2 Technical Upgrade Process
Required Pre-upgrade Steps (prior to main EBS upgrade downtime)

• Apply latest technology and
EBS RUP patches
• Middle tier patches (Doc
1594274.1)
• AD & TXK RUP (Doc
1617461.1) in “hot_patch”
• EBS 12.2.x RUP in
”downtime “ mode (Doc
1983050.1 for 12.2.5)
• Complete post-upgrade steps
(post-12.2.0 followed by
post-12.2.X)
• Patch Wizard Recommended
Patches (Doc 1267768.1)
91
5. Upgrade to 12.2.X
• Apply updates to custom
DB code & schema based
on Readiness Reports ( Doc
1531121.1 )
• Run Enablement process
13543062:R12.AD.C :
• Fixes many coding
standards violations
• Enables editioning for EBS
and registered custom
schemas
• Generates editioning
views for EBS and custom
tables
4. Enable Online Patching
12.2 Technical Upgrade Process Continued..
Required Downtime Steps (main EBS upgrade)
3. Upgrade to 12.2.0
• Apply AD/upgrade fixes
• AD.C+ AD CUP (19796564)
• Latest EBS-wide CUP + one-
offs in –preinstall mode
• Synchup/Apply 12.2 master
driver
• Merge “pre-install” drivers
with the master driver and
apply using autopatch
• Run RI in “Configure” mode
• Do NOT bring up the system
OR perform post-12.2.0
upgrade steps

12.2 Technical Upgrade Process Continued..
Conditional Uptime Steps
• Deploy Apps tier custom
code per new 12.2 process
• See Developing and
Deploying Customizations
in EBS R12.2 (Doc
1577661.1)
• Custom and Third-Party
Products integration
guidance (Doc 1916149.1)
• Deploy external
integrations per
integration-specific docs
7. Deploy Custom Code &
External Integrations
• Per sizing analysis, add nodes
(horizontal scale-up)
• 12.2 Cloning (Doc 1383621.1)
• Adding node in a Shared
applications file system (Doc
1375769.1)
• Add managed servers
(vertical scale-up)
• Configure HTTP Server and
Oacore, Oafm, Forms and
Forms-c4ws ( Doc 1905593.1)
• Load-Balancing for 12.2 (Doc
1375686.1)
8. Configure System to
Production Capacity
6. Apply Translations
• Release environment for
testing (optional)
• 12.2 + 12.2.X NLS patches
• TSP (Trans Synch Patch) in
“hot_patch” mode
NLS Release Notes, Release 12.2
(Doc 1314621.1)
• Release environment for
testing (required)
• Option to apply above NLS
patches as an online patch

Understand the Upgrade Process
Key Takeaways
• Critically important to follow latest, documented upgrade instructions
• Start with Oracle E-Business Suite Release 12.2: Technical Planning,
Getting Started, and Go-Live Checklist (Doc 1585857.1)
– Summary of technical upgrade planning considerations
– Flowchart of upgrade execution steps
– Pointers to related 12.2 docs
93

Related Sessions
12.2 Technical Upgrade Process
Thursday
Oct 29
1:15 pm -
2:00 pm
CON8141 - Technical Upgrade Best Practices for Oracle E-Business Suite 12.2
Samer Barakat, Director, Applications Performance, Oracle
Udayan Parvate, Senior Director, EBS Release Engineering, Oracle
MW-3022
94

12.2 Upgrade
Planning
Considerations
95

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 for 12.2-specific testing
• Plan to minimize upgrade downtime
96

Plan to Do Full Functional Testing
Two Oracle Products to Support Your Functional Testing
• Oracle User Productivity Kit (UPK)
– Generate manual test scripts from UPK-recorded flows
– You can create manual test scripts during CRP for use during SIT and UAT
• Oracle Applications Testing Suite (OATS)
– Generate automated regression tests from OATS-recorded flows or pre-built EBS test
content
– You typically create automated regression tests after test flows have stabilized
97

• 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
Operational Efficiency through Test Automation
Oracle Applications Testing Suite (OATS)
Oracle Functional Testing Suite
for Oracle Applications
Oracle Load Testing Suite
for Oracle Applications
Oracle Test Manager
98

Oracle Functional Testing Suite for Oracle Applications
99
• 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
OracleFunctionalTestingSuite
forOracleApplications
EBS Quality Assurance Team
Reduced Automation Time by 60%
Record
Manually
Test Script Generation with Flow Builder and Testing Pack

Flow Builder: EBS Pre-Built Test Content
100
• Advanced Pack
Starter Pack Advanced Pack
10 product families / products across EBS
Incentive
Compensation
Channel
Revenue
Management
Project
ManagementProcurement
Process
Manufacturing
Property
Manager Service
Lease /Finance
Management
Asset
Lifecycle
Management
Discrete
Manufacturing
2000+ Components and 200+ Flows across EBS
ProcurementFinancials
ManufacturingLogistics Service
Master Data
Management
Order
Management
Asset
Lifecycle
Management
Projects HCM
3600+ components and 230+ flows across EBS
Logistics ManufacturingFinancials
ProjectsProcurement
Product
Information
Management Service
Human Capital
Management
Order
Management
Asset
Lifecycle
Management

Plan for 12.2-Specific Testing
Where & Where Not to Test Online Patches
• 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
101

Plan for 12.2-Specific Testing
Where & Where Not to Test Online Patches
• Understand that 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
• Must apply and validate every Online Patch on a test system
– Consider performing tests with users online during patch application
102

Plan to Minimize Upgrade Downtime
Do Several Complete Practice Upgrades
• Iterate on a step-by-step plan of tasks and timings
– Ensure consistency with latest upgrade documentation
– Use a topology similar to your production environment
• With each iteration, optimize your timing
– Tune performance of 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
103
See Best Practices for Minimizing Oracle E-Business Suite Release 12 Upgrade Downtime (Doc 1581549.1)

Key Takeaways
104

Key Takeaways
Project Manager
1. A more technical project team is needed than for prior 11i to 12 upgrade
2. DBAs should learn about WebLogic Server & new ADOP patching tool
3. Developers should learn new 12.2 development & deployment standards
4. Project team should read and follow 12.2 documentation, starting with
12.2 Technical Planning Guide (Doc 1585857.1)
5. Project team should seek Oracle Support’s help when obstacles are met
(don’t improvise)
105

Key Takeaways
Technical Team
1. All EBS patches for 12.2 and beyond are Online Patches
2. Online Patches still need to be tested on a test system
3. Developers can start applying new 12.2 standards to custom code today
with the help of Oracle-provided compliance reports (Doc 1531121.1)
4. DBAs will use both WebLogic Server 11g and the traditional EBS
Autoconfig tool for 12.2 configuration changes (Doc 1905593.1)
5. DBAs should plan to stay current with latest Database, Middleware, and
EBS patches during and after the 12.2 project
106

Additional
Resources
107

Comprehensive Training
Prepare implementation and
technical professionals to effectively
perform the tasks relevant to their
job with on demand training
• Latest News Updates
• Strategy and Roadmap
• EBS and Oracle Cloud
• Operational Efficiency
• Financials
• Projects and Procurement
• Logistics & Order Management
• Manufacturing
• Asset Lifecycle and Service
• Human Capital Management
Oracle E-Business Learning Subscription
Learning Simplified
24/7 Access for 12 Months
All-digital training with on-demand
videos, product demonstrations
and practice labs
Expert Delivered
Created and delivered by Oracle
experts
Continuous Updates
Regular updates for product
enhancements and new releases
Flexible and Scalable
To meet your business needs
http://education.oracle.com/streams/ebusinesssuite

blogs.oracle.com/stevenChan
• Direct from EBS Development
• Latest news
• Certification announcements
• Primers, FAQs, tips
• Desupport reminders
• Latest upgrade recommendations
• Statements of Direction
• Subscribe via email or RSS
E-Business Suite Technology Stack Blog

• Release Value Props
• Release Content Docs
• Install Guide
• Upgrade Guide
• Implementation Guides
• FAQs & White Papers
• Online Training (TOIs)
• Proactive Support Tools
Release 12.2 Information Center, Doc 1581299.1
Keep Current with Latest 12.2 Info
110

EBS Release Content Documents
12.1 and 12.2 New Products and New Features, Doc 1302189.1
111
Organized by
family, product,
and point release

EBS Transfer of Information Online Training, Doc 807319.1
On-Demand, Self-Service Training for Implementers
112
How to implement
and use new products
and new features

E-Business Suite Globalization Center, Doc 973912.1
Information on Localizations, Internationalizations, Translations
113
Legislative
Updates
Center
Country Specific
Feature Data Sheets

Review and Download the Latest Oracle E-Business Suite Documentation
EBS Documentation Web Library
http://docs.oracle.com/cd/E26401_01/index.htm
HTML and
PDF
formats

12.2 Planning Guide

Oracle Premier Support: Get Proactive!
432.1

How to Find E-Business Suite & E-Business Suite Technology Stack Patches
(Doc ID 1633974.2)
TABBED
NAVIGATION

My Oracle Support “Hot Topic” for E-mailed Updates
See How to use Hot Topics Email notification to subscribe to Support Product News, SRs, Bugs, etc (Doc 793436.2)

Some Suggested “Hot Topics”
• Oracle E-Business Suite Release 12.2: Technical Planning, Getting Started,
and Go-Live Checklist (Doc ID 1585857.1)
• Oracle E-Business Suite Release 12.2 Technology Stack Documentation
Roadmap (Doc ID 1934915.1)
• Oracle E-Business Suite Release Notes, Release 12.2 (Doc ID 1320300.1)
• Oracle E-Business Suite Release 12.2: Consolidated List of Patches and
Technology Bug Fixes (Doc ID 1594274.1)
• Applying the Latest AD and TXK Release Update Packs to Oracle E-Business
Suite Release 12.2 (Doc ID 1617461.1)
120

Stay Informed
• Oracle E-Business Newsletters
• Follow Oracle Premier Support through social media channels
– Twitter | myoraclesupport | Oracle_EBS
– Blog
– My Oracle Support Community
– Facebook
• Participate in Advisor Webcasts and hear from Oracle Premier
Support subject matter experts who will offer methods and
solutions to help you avoid potential pitfalls

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal 122
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