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Life after upgrading to r12


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Life after upgrading to r12

  1. 1. Life after upgrading to R12 at Origin Mark Bollmeyer Origin 16 th August 2010 The most comprehensive Oracle applications & technology content under one roof
  2. 2. Origin in 2008
  3. 3. Origin in 2008 <ul><li>Oracle eBusiness version 11.5.10 </li></ul><ul><li>Relatively low number of production issues </li></ul><ul><li>Stable Production environment. </li></ul><ul><li>Well known and understood processes </li></ul><ul><li>No Performance issues </li></ul>
  4. 4. Why did Origin go to R12 ? <ul><li>Origin had multiple requirements for an Asset Management system </li></ul><ul><li>Oracle Asset Management Solution (eAMS) selected as the enterprise solution </li></ul><ul><li>The functionality Origin required in the eAMS solution had R12 as pre-requisite </li></ul><ul><li>Project set up to </li></ul><ul><ul><li>Upgrade to R12 </li></ul></ul><ul><ul><li>Rollout eAMS </li></ul></ul><ul><ul><li>Migrate our upstream business from JD Edwards to Oracle eBusiness </li></ul></ul><ul><ul><li>Introduce a new operating unit for APLNG – Joint Venture </li></ul></ul><ul><li>In hindsight, any one of these components would have been a project with sufficient challenges to tackle on their own </li></ul>
  5. 5. Origin’s R12 project <ul><li>Origin’s R12 project was run during 2008 </li></ul><ul><li>Originally scheduled for go – live in November 2008 </li></ul><ul><li>Rescheduled to January 2009 </li></ul><ul><li>Key lessons learnt from the project Post Implementation Review </li></ul><ul><ul><li>The R12 Upgrade should be a project in it’s own right if possible </li></ul></ul><ul><ul><li>Allocate time and resources to understanding the mandatory new modules and functionality </li></ul></ul><ul><ul><li>Upgrading customisations will take more effort than you expect </li></ul></ul><ul><ul><li>Test early, test thoroughly </li></ul></ul><ul><ul><li>Defect management and resolution will take more effort than you expect </li></ul></ul><ul><ul><li>Training is important, but communications are critical </li></ul></ul>
  6. 6. R12 go live <ul><li>Go live went from 8 th Jan – 11 th Jan 2009 </li></ul><ul><li>Implementations for the remainder of the project (upstream rollout, eAMS rollout ) occurred over the next 1-2 weeks </li></ul><ul><li>Went live with version 12.0.5 </li></ul><ul><li>Upgraded 2 existing operating units from R11 to R12 </li></ul><ul><li>Implemented 2 new operating units in R12 </li></ul>
  7. 7. What happened in the 1st month after R12 go live …
  8. 8. Some of the key R12 issues we experienced were … <ul><li>Performance </li></ul><ul><ul><li>What we saw </li></ul></ul><ul><ul><ul><li>Delays logging on </li></ul></ul></ul><ul><ul><ul><li>Java forms slow </li></ul></ul></ul><ul><ul><ul><li>Disconnections </li></ul></ul></ul><ul><ul><ul><li>Workflow mailer backlog </li></ul></ul></ul><ul><ul><li>What we did </li></ul></ul><ul><ul><ul><li>Ensure technical software versions and configurations are correct </li></ul></ul></ul><ul><ul><ul><li>Web Cache software improved performance at remote sites </li></ul></ul></ul><ul><ul><ul><li>Reverted to forms Socket Mode (from Servlet Mode) </li></ul></ul></ul><ul><ul><ul><li>JVM sizing wrong for 11i and required resizing in R12 </li></ul></ul></ul><ul><ul><ul><li>Tuned concurrent manager sizing </li></ul></ul></ul>
  9. 9. Some of the key R12 issues we experienced were … <ul><ul><li>Points to note </li></ul></ul><ul><ul><ul><li>This was not unexpected due to limited R12 implementations in Australia </li></ul></ul></ul><ul><ul><ul><li>Ensure time scheduled for load testing </li></ul></ul></ul><ul><ul><ul><li>Ensure Oracle and hardware vendor reviews and signs off on versions and configurations </li></ul></ul></ul>
  10. 10. Some of the key R12 issues we experienced were … <ul><li>Invoice Validation Performance </li></ul><ul><ul><li>What we saw </li></ul></ul><ul><ul><ul><li>Invoice validation was not completing overnight </li></ul></ul></ul><ul><ul><ul><li>Operating units conflicting with each other </li></ul></ul></ul><ul><ul><ul><li>If a run was terminated -> records locked </li></ul></ul></ul><ul><ul><ul><li>Particularly an issue at month end -> couldn’t close payables until finished </li></ul></ul></ul><ul><ul><li>What we did </li></ul></ul><ul><ul><ul><li>Baby-sit invoice validation overnight </li></ul></ul></ul><ul><ul><ul><li>Hot-fix supplied by Oracle to ensure correct indexes used </li></ul></ul></ul><ul><ul><ul><li>Patch supplied to limit the number of records processed </li></ul></ul></ul><ul><ul><li>Points to note </li></ul></ul><ul><ul><ul><li>Ensure hot-fix and patch applied </li></ul></ul></ul><ul><ul><ul><li>Ensure invoice validation is in your regression test suite </li></ul></ul></ul>
  11. 11. Some of the key R12 issues we experienced were … <ul><li>Payables table structures changed </li></ul><ul><ul><li>What we saw </li></ul></ul><ul><ul><ul><li>Could not process R11 invoices in R12 </li></ul></ul></ul><ul><ul><li>What we did </li></ul></ul><ul><ul><ul><li>Data fixes to process some records </li></ul></ul></ul><ul><ul><ul><li>Cancel R11 invoices and create R12 invoices </li></ul></ul></ul><ul><ul><li>Points to note </li></ul></ul><ul><ul><ul><li>Ensure all invoices processed before upgrade </li></ul></ul></ul><ul><ul><ul><li>Develop in-flight process for those that can’t </li></ul></ul></ul><ul><ul><ul><li>Ensure processes for how to handle R11 well communicated </li></ul></ul></ul>
  12. 12. Some of the key R12 issues we experienced were … <ul><li>Reports </li></ul><ul><ul><li>What we saw </li></ul></ul><ul><ul><ul><li>Origin’s plan to move back to standard reports as much as possible was not successful </li></ul></ul></ul><ul><ul><li>What we did </li></ul></ul><ul><ul><ul><li>Many custom reports upgrade / developed after go live </li></ul></ul></ul><ul><ul><li>Points to note </li></ul></ul><ul><ul><ul><li>Commit to using Standard reports or plan (schedule & budget) to do a lot of report upgrade / development </li></ul></ul></ul>
  13. 13. Some of the key R12 issues we experienced were … <ul><li>New / Reworked modules (Payments, eBusiness tax, SLA) </li></ul><ul><ul><li>What we saw </li></ul></ul><ul><ul><ul><li>These modules gave us the most issues </li></ul></ul></ul><ul><ul><li>What we did </li></ul></ul><ul><ul><ul><li>Steep learning curve </li></ul></ul></ul><ul><ul><ul><li>Obtain outside assistance </li></ul></ul></ul><ul><ul><li>Points to note </li></ul></ul><ul><ul><ul><li>Plan (schedule & budget) to understand these modules before go-live </li></ul></ul></ul>
  14. 14. Some of the key R12 issues we experienced were … <ul><li>Withholding Tax </li></ul><ul><ul><li>What we saw </li></ul></ul><ul><ul><ul><li>Withholding Tax did not work in R12 </li></ul></ul></ul><ul><ul><li>What we did </li></ul></ul><ul><ul><ul><li>Implement workarounds </li></ul></ul></ul><ul><ul><ul><li>Long engagement with Oracle to resolve this SR </li></ul></ul></ul><ul><ul><li>Points to note </li></ul></ul><ul><ul><ul><li>Ensure the version you go live with contains the required patches </li></ul></ul></ul>
  15. 15. Which modules were impacted by R12 …
  16. 16. What happened then … Transition to Support
  17. 17. The picture after 4 months …
  18. 18. Remediation Project <ul><li>Situation did not materially change as a result of transition to support </li></ul><ul><li>Not sustainable for our business </li></ul><ul><li>Remediation Project set up to address the backlog </li></ul><ul><li>Objectives </li></ul><ul><ul><li>Return outstanding calls to Business as Usual level (target 275) </li></ul></ul><ul><ul><li>Return outstanding SRs with Oracle to Business as Usual level (target 30) </li></ul></ul><ul><ul><li>Reduce the number of new calls per day by 20% </li></ul></ul><ul><ul><li>New calls to be actioned within our Service Level Agreement </li></ul></ul><ul><ul><li>Recommendation made on a patch release </li></ul></ul><ul><ul><li>Technical review undertaken </li></ul></ul>
  19. 19. … And then …
  20. 20. Remediation Project Details <ul><li>4-6 additional functional resources required for 4 months </li></ul><ul><ul><li>Availability, Cost, Travel and Accom </li></ul></ul><ul><li>Lot of work required with Oracle to progress critical SRs </li></ul><ul><li>Focus required to ensure support process for new calls was appropriate </li></ul><ul><li>Outside of difficult SRs, no real problems encountered </li></ul><ul><li>Technical review done by Oracle – tactical hardware upgrade recommended </li></ul><ul><li>Review of potential next patch release </li></ul><ul><ul><li>No official patch release would address our critical SRs </li></ul></ul><ul><ul><li>Testing confirmed that a combination of several mega-patches (400-600 fixes in each patch), July CPC and a range of smaller patches would address our critical SRs </li></ul></ul><ul><li>Project Targets achieved </li></ul>
  21. 21. Help desk calls by module – after remediation
  22. 22. Tactical Hardware Upgrade <ul><li>Goals </li></ul><ul><ul><li>Address month end performance issues </li></ul></ul><ul><ul><li>Create headroom to re-introduce end-user reporting capacity </li></ul></ul><ul><ul><li>Ensure capacity available for coming 12 months </li></ul></ul><ul><li>Tasks </li></ul><ul><ul><li>Transform from 1-tier to 2-tier architecture </li></ul></ul><ul><ul><li>New server plus additional memory required </li></ul></ul><ul><ul><li>Proof of concept, Regression Test, Performance Test </li></ul></ul>
  23. 23. Tactical Hardware Upgrade (cont) <ul><li>Timeframes </li></ul><ul><ul><li>Very tight timeframes to meet project deadlines and half year-end reporting </li></ul></ul><ul><ul><li>Approval thru to implement in 2 months </li></ul></ul><ul><li>Results </li></ul><ul><ul><li>Very successful </li></ul></ul><ul><ul><li>Performance issues gone </li></ul></ul><ul><ul><li>Project deadlines not impacted </li></ul></ul><ul><ul><li>Half Year end not impacted </li></ul></ul>
  24. 24. Patch Release <ul><li>Goals </li></ul><ul><ul><li>Implement solutions to critical SRs </li></ul></ul><ul><ul><li>Retain performance of Invoice validation </li></ul></ul><ul><li>Tasks </li></ul><ul><ul><li>Scope and build test cases </li></ul></ul><ul><ul><li>Use of structured test cases and defect management </li></ul></ul><ul><ul><li>Integration Testing, User Acceptance Testing </li></ul></ul><ul><ul><li>5-6 FTEs </li></ul></ul>
  25. 25. Patch Release (cont) <ul><li>Timeframes </li></ul><ul><ul><li>Originally 3 months, Grew to 4 months </li></ul></ul><ul><ul><li>Significant effort to resolve Tax config issues for upgraded operating units </li></ul></ul><ul><li>Results </li></ul><ul><ul><li>Very Successful </li></ul></ul><ul><ul><li>Improved stability of P2P particularly Invoice Workbench </li></ul></ul><ul><ul><li>Identified some tax config issues resulting from the R12 upgrade </li></ul></ul><ul><ul><li>1 minor issue post go-live </li></ul></ul><ul><ul><li>Now have full set of P2P test cases which are used in regression testing </li></ul></ul>
  26. 26. … Finally…
  27. 27. Help desk calls by module – after patch release
  28. 28. In Summary <ul><li>In the 12 months since go live, Origin has had </li></ul><ul><ul><li>4 months of Project Heightened Support </li></ul></ul><ul><ul><li>4 months of Remediation project </li></ul></ul><ul><ul><li>Implemented several new projects </li></ul></ul><ul><ul><li>Hardware upgrade </li></ul></ul><ul><ul><li>Major patch release </li></ul></ul><ul><li>This has been achieved by </li></ul><ul><ul><li>Significant hard work by my support team and our project team </li></ul></ul><ul><ul><li>Significant hard work, patience and support from our business stakeholders </li></ul></ul><ul><ul><li>Important assistance from Oracle at the crunch times </li></ul></ul><ul><li>First12 months after R12 was probably the 12 months we had to have as we were early adopters (thanks Paul Keating) </li></ul>
  29. 29. Final Thoughts <ul><li>Consider carefully before including any other scope in your R12 project </li></ul><ul><li>Make sure your technical environment and hardware is set up to perform to R12 requirements early on in your project </li></ul><ul><li>Consider carefully whether you want to upgrade to R12 or re-implement R12. </li></ul><ul><li>Plan for expert assistance from Oracle to assist with </li></ul><ul><ul><li>New Payments engine </li></ul></ul><ul><ul><li>E-Business Tax </li></ul></ul><ul><ul><li>Sub Ledger Accounting </li></ul></ul><ul><li>Don’t plan on a short Heightened Support period – minimum of 3 month ends </li></ul><ul><li>Plan for a period of Remediation and/or stabilization for some months after that </li></ul><ul><li>Plan for a hardware health check post stabilization </li></ul><ul><li>Regression Testing is all-important in an R12 environment </li></ul>
  30. 30. Tell us what you think… <ul><li> </li></ul>