Into the 11i woods with Wickes Lumber


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Into the 11i woods with Wickes Lumber

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