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Ebs accreditation study_guide
1.
2.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Study Guide Oracle E-Business Suite L2 Support Accreditation 2
3.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Letās get started. Thank you for choosing to invest your learning time in Oracle Support Accreditation. This content is delivered as a series of video modules, suggested links to additional resources, and this study guide. Design your learning experience. You are the architect of your learning experience, so use these materials in whatever combination helps you achieve a great experience. You can watch all or some of the videos, use the study guide, and then take the exam. Or, just review the content in the study guide and check out some of the suggested resources. Or, if you are a seasoned expert, jump right to the exam. We want you to enjoy learning with us and get the value of the best practices, tips, and resources to help you support your products. 3 Welcome Videos Study Guide Exam (80%)
4.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Study Guide ā¢ The content in this accreditation is fast-paced and targeted to experienced users actively using My Oracle Support core functions on a regular basis (including logging service requests). ā¢ Use your Study Guide along with the learning content to prepare for your exam. This study guide provides links and information to help you get the most from your learning experience, so please refer to it throughout your accreditation. ā¢ Make sure the content and level of information is right for your current level of experience. If any topic is new to you, take time to study it in more detail before continuing. Resources ā¢ My Oracle Support How To Video Series ā Doc 603505.1. ā¢ Get Proactive with Oracle E-Business Suite ā Doc 1388190.1. ā¢ Best Practice: Use the Comment/Sticky Note feature to add comments and questions to your study guide for follow-up. ā¢ Right-click anywhere on a page or use the Add Sticky Note icon on the toolbar to create a note. 4 Accreditation Resources
5.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Build Your Toolkit A key Best Practice in Oracle Support Accreditation is building and maintaining a personalized toolkit of key resources. This is an easy way to keep track of content of interest (and locate it again when needed). Start by making knowledge documents a Favorite by clicking the gold star. 1. From My Oracle Support, click on the Favorites folder in the top navigation (Gold Star) and select Manage Favorites. 2. Click āNew Folderā to create a personalized folder or create a series of product-specific folders for topics like troubleshooting and patching. 3. Click the arrow to the left of My Folders to expand it and see your new folder. 4. Locate your newly marked documents and move them to your folder. 5 Best Practice ā Also create a browser folder for your services and products to find that content quickly as part of your extended toolkit. 1 2 3 4
6.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Set Up Hot Topics Emails 6 Knowledge Check ļ¼ This functionality works with the documents you marked as Favorites in your toolkit. ļ¼ From My Oracle Support, navigate to My Account from Settings or from your user name. ļ¼ Select āHot Topics E-Mailā from the left navigation. ļ¼ Fill out the options based on how you want to be updated. ļ¼ Add products of interest and select options like Knowledge Articles, Alerts, and Bugs. ļ¼ Apply your changes and update at any time. Best Practice ā Set up Hot Topics Email notifications to stay informed about content of interest.
7.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Module 1 Stay Informed and Find Answers 7
8.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ The objective of this module is to locate the Get Proactive page, which is the source of the proactive tools being discussed in the following modules; and, how to improve your search experience by locating answers using Information centers; and, finally, how to stay informed about EBS via Advisor Webcasts and Social Media channels. ā¢ Best Practice: Get to know the Get Proactive portfolio content for your product. You may have noticed in the Getting Started region on the home page ā this goes directly to the Get Proactive portfolio, Doc 1388190.1. ā¢ This is also repeated in the Knowledge tab in the Knowledge Links region as shown here. ā¢ Best Practice: Use the favorites folder feature to create a toolkit for yourself so you can quickly return to content you use most often. Here is my toolkit. Notice how I have many of the E-Business resources included so I can quickly navigate directly to what I am looking for. If your folder is too big, you can subdivide and create folders for an activity. ā¢ Next, I would like to review Information Centers. Most users are interested in a specific EBS product. Did you know you can locate your product on the Knowledge tab and then enter in your search terms? ā¢ Information Center: Oracle Payables Accounting R12, Doc 1476284.2. ā¢ Letās drill down into the information center for Payables. From the Level 1 My Oracle Support accreditation, you will remember that Information Centers are dynamically created with relevant content each time they are displayed. The links are those the Oracle E-Business Suite Support team believes to be the most valuable to you. ā¢ You can post āhow-toā questions in the E-Business Suite Community. You can get valuable information from both customers and Oracle. We will cover this more fully later in this series. ā¢ There are times you may need to log a Service Request, and based on your product and problem type, you may see a guided resolution that gets triggered as part of the SR process. The guided resolution makes use of the product and problem type, and based on this, provides high-quality, targeted recommended solutions. ā¢ In the Staying Informed section, you can see that some products have switched to blogs as a faster way to inform you of changes. An Oracle best practice is to follow the blog via the product Community to enable you to receive a notification when the blog is updated. If you enjoy social media, you can also follow E-Business Suite via Twitter, Facebook, or blogs as shown here on the left-hand side of the EBS Get Proactive home page. ā¢ One final way of staying informed about changes is to set up Hot Topics to notify you via email when Documents you marked as favorites are updated. 8 01.0 | Stay Informed and Find Answers Best Practice ā Follow the prompts in the guided resolution as this will quickly display known solutions.
9.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Module 2 Analyzer Scripts 9
10.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | The Details ā¢ All of the scripts are available to be run locally, or set up via concurrent process. You can run the Scripts in real-time on your production environment (and also schedule them to run as a concurrent request). ā¢ The output is an analysis of known issues affecting the systems and it's displayed in a rich HTML format. ā¢ The output provides the instructions on how to prevent (or resolve) the issue identified. ā¢ The scripts help you simplify your ability to prevent issues. ā¢ The tools have been co-located on one page for ease of access. Finding Analyzer Scripts ā¢ In My Oracle Support, enter search terms such as E-Business Suite Analyzer and the results are displayed. ā¢ You can select the Product Support Analyzer Index, Doc 1545562.1. ā¢ The index is also available by accessing the EBS Get Proactive link, as shown in the video. Learn More ā¢ A document with details is available under Take Action, and a supporting How To video is available when selecting the Learn link. ā¢ Get to know the different analyzer scripts and what they can do for your business. 10 Change Your Business ā¢ The Oracle E-Business Suite support team recommends routine usage of the analysis scripts. ā¢ Build them into your existing business processes, so that you can analyze your system prior to performing any major activities. ā¢ And, if you have any questions about how to locate the Oracle E-Business Suite analyzer scripts, or how to use them, engage the community and post your questions there. 02.0 | Analyzer Scripts
11.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ You could also search by typing EBS workflow analyzer and finding the same document. ā¢ EBS Workflow Analyzer, Doc 1369938.1. ā¢ Click the Gold Star to make this document a favorite for your personalized EBS toolkit. ā¢ As you can see, there is a big red download button to make it easy to grab the latest version. Just click the download button to display a pop-up to save the SQL script. ā¢ The document also provides some general information about the script. ā¢ The HTML report is easy to review and share with your team and users. The report includes content of interest like aged records and workflow errors. ā¢ The Execution Summary on the home page of the output groups all messages by type ā Errors, Warning, Passed Checks and Informational. 11 02.1 | Workflow Analyzer ā¢ Have you heard your customers or end users complaining about workflow notification errors, things getting stuck, how to fix issues, or recommendations for a maintenance process? ā¢ The Workflow Analyzer was developed as an easy and simple mechanism to address these types of needs. ā¢ Letās say that you are a workflow database administrator and need to respond to sysadmin workflow error notifications, and you have end users complaining about stuck processes or those that arenāt getting completed. ā¢ The EBS Workflow Analyzer can help. ā¢ From the Knowledge Links, select Get Proactive and then EBS Suite. ā¢ Then, access the Analyzer link which displays all the analyzers, and locate the Workflow Analyzer from EBS Core Analyzers. ā¢ One of the core things in the report is the areas in red which typically identify a problem and a solution. ā¢ A best practice is to review and address items in red first. ā¢ Locate the red icon in the report section and click on it to reveal the details. ā¢ Provide feedback on Workflow Analyzer in the Community. Are you ready to join the conversation? Best Practices ā Include the Workflow Analyzer script as part of your regular workflow management plan to proactively monitor and address any issues. You could include this as a topic at a weekly or monthly staff meeting to raise awareness across your team of the audience types and benefits
12.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Module 3 Period Close 12
13.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ This module focuses on several very useful tools for Period Close. ā¢ A best practice is to make these documents āFavoritesā for your EBS resource toolkit to find them again quickly. Before examining the resources, I want to highlight some core concepts. ā¢ Period Close refers to the process of accounting for all transactions at the end of each period so that all supporting information is transferred to the General Ledger, or GL. A sub-ledger is an EBS application that posts, or transfers accounting records to the GL. Payables and Receivables are examples of sub-ledgers. Sub-ledgers cannot be closed if the required transactions in that period are not processed. ā¢ Letās start with āEBS Period Close Process Analyzer,ā Doc 2468739.1. ā¢ Iāll search for the title in the global search of My Oracle Support to locate it. This resource assists with a successful period close for financial areas within the E-Business Suite. ā¢ The analyzer is a self-service health-check script that identifies issues with the period close and provides solutions and recommended to be performed for the specific instance it was run on. Run the analyzer at any time before you attempt to close a period in GL to evaluate whether there are pending items in the sub-ledgers that will prevent the closing of the period in GL. ā¢ Be sure to download the latest version from this document and run the analyzer any time before you attempt to close your period in the GL. The analyzer will evaluate whether you have pending items in your sub-ledgers that will prevent you from closing the period. ā¢ As you can see from this example output, I can review errors, warnings, passed checks, and general information updates organized in a simple, easy- to-read, icon-based framework. ā¢ You can also check out the āEBS Analyzer Bundle Menu Tool,ā Doc 1939637.1 from the Resources section. This āPerlā menu system enables you to easily execute, update, and install analyzers as concurrent programs, and assign them to request groups. ā¢ Letās move on to the final resource, āPeriod Close Advisor: E-Business Suite (EBS),ā Doc 335.1. You can locate it from the Oracle E-Business Suite Get Proactive page as shown here, or by typing āPeriod Close Advisorā in the global search of My Oracle Support. ā¢ This resource guides you through the process of accounting for all transactions at the end of each period. As a best practice, use it as you reconcile (daily or weekly) to assist in closing out the sub-ledgers prior to reconciliation, and use it before and during the period close. 13 03.0 | Period Close
14.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Each tab will show the details and a checklist of steps to complete before you can close the GL. Be sure to review the analyzer documents listed within each tab under āProcess Transactions,ā and run the individual product analyzer if you have transactions stuck or errors from the Period Close Process Analyzer. Hereās an example of āProcess Transactionsā in the Step by Step Guide on the left. The key best practice here is to carefully review the information provided on each tab as you move through the sequence. The EBS product support team has organized relevant content to guide you through each of the steps toward closing the GL. 14 03.1 | Period Close
15.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Module 4 My Oracle Support Community for EBS 15
16.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ The objective of this video is to provide you a refresh on using the E-Business Suite Communities to ask questions, find solutions, manage your community inbox, and request product enhancements. ā¢ First, a quick recap on how to locate the EBS Specific Community Spaces. ā¢ Most users will use the Banner navigation. Click the EBS link on the Banner and then scroll down the page to view all the communities available. ā¢ Best Practice: Think carefully about following Spaces. If you follow the EBS Suite Space, you could be getting notified EVERY time there is any activity in any of the 50+ subspaces. ā¢ Managing your inbox: Be selective. Click Activity (News) and create a New Stream; call this EBS and associate just the spaces you are really interested in. Turn on Email. Now, for just the spaces you are interested in, you will get an email to your personal inbox. ā¢ Letās follow Sally as she explores the Procurement Space. Clicking a category, for example Webcast, filters the discussions in the Procurement Space where the content has the associated category of Webcast. ā¢ Best Practice: Make use of Categories when asking questions or posting discussions to allow other users to filter the discussions on these key terms. ā¢ Did you know that in the e-Business Suite, we have an entire community devoted to Patching that is manned by Oracle Patching experts? You can quickly find solutions to your patching issues through the entire patching process. Here are some great reasons why you would want to do this. Before patching: investigate if anyone has applied the patch, seek proactive suggestions from your trusted network; During Patching: find out about readme problems, see if other users have experienced patch failure issues; After Patching: get solutions to post- install issues like invalid objects. 16 ā¢ Letās follow Sally as she investigates if another user has seen her patching issue. To start, Sally types her search term ā9654468ā in the global search window to see if other users are talking about this patch. Sally scrolls through the replies and drills down on one sheās interested in. She knows that she can ask questions here or add her input, if she has any. When you can, share your expertise and knowledge by posting answers to other usersā questions. ā¢ Letās look at the way users can search. Sally can type her search in the ASK IT search where it says Type your question. Just type in Patch 9654468 and similar questions and related documents are automatically displayed as you enter your question. The result set gives Sally several options: 1) she can select to review one of the likely threads from the resulting list, 2) she can click on Search all results in E-Business Patching, or if she doesnāt find a related thread, she can 3) click ASK IT to create a brand new thread. Best Practice: Add the Patch Number, Bug Number or Document Number when posting a question about a particular Patch or document. 04.0 | My Oracle Support Community
17.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ Sally has an idea about the EBS product she is using, and she is wondering how she can tell Oracle about it. ā¢ In My Oracle Support, she searches on E-Business Suite Product Enhancements and Doc 1584210.1 is returned. ā¢ Sally would like to see if her idea for a new feature that will allow users to attach Contract details to Purchase Orders has been created. ā¢ First, she clicks the Content tab and then filters the results by clicking the Ideas icon. ā¢ In Sallyās case, she found the enhancement already entered as an Idea; but remember if you need to request a brand new idea, first navigate to the right subspace (and if this option is available in the Actions tab), click the Create an Idea option. 17 04.1 | My Oracle Support Community
18.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Module 5 Patching Resources 18
19.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ This module highlights two key patching resources, the EBS Patch Wizard Utility and the Patching and Maintenance Advisor: EBS. ā¢ We will look at patching from two important perspectives: 1) how to understand what patches you currently have on your system and what patches are recommended, and 2) how to more easily manage your patching strategy and deployment through a series of detailed phases. The recommended resources work together to help you and your team more effectively plan for and execute patching. I recommend you make both resources Favorites and add them to your growing EBS toolkit. ā¢ Let's start with the EBS āPatch Wizard Utility,ā Doc 976188.1. If your role includes direct use of the Patch Wizard, please take the time to fully review this document. ā¢ The Patch Wizard utility comes installed as part of the EBS Product Suite and can be accessed via Oracle Applications Manager, or OAM. ā¢ This utility compares the patches you have applied against a list of all recommended EBS patches. Recommended patches can include high-priority patches, or patches that update EBS products to a new code level such as Release Update Packs, or RUPs, Product Family RUPs, and pre-upgrade patches. ā¢ The interface allows you to set your Patch Wizard execution preferences, analyze and compare patches currently applied in your instance to the patches included in the Recommended Patch List, perform an impact analysis, and easily download the patches you decide to apply. ā¢ Recommendation: the Patch Wizard can be run for any EBS patch, or group of patches, as well as recommended, and new code level patches. Run the Patch Wizard before applying a new patch. ā¢ The impact analysis will show how many files are introduced or will be overwritten, along with before and after file versions. 19 ā¢ Our second resource is the āPatching & Maintenance Advisor: E-Business Suite,ā Doc 313.1. This one-stop shop assists with your patching and maintenance strategy. The advisor framework is organized into four phases: Evaluate, Plan, Test, and Implement. ā¢ The āEvaluateā phase helps you understand why a patching strategy is necessary and covers key points like proactive patching and reactive patching. The āPlanā phase focuses on the discovery, analysis, testing, and implementation of patches for EBS and covers patch plans. The āTestā phase is all about practicing the implementation of the patching plan that you created. The key point is to verify the patch install was successful. And finally, the āImplementā phase helps you drive the successful implementation of the patch plan you created during the āTestā phase. ā¢ This tool helps you systematically build and work through a plan with detailed instructions and guidance. 05.0 | Patching Resources Does it apply patches? ā The Patch Wizard will NOT apply patches, but enables users to complete an impact analysis prior to applying them.
20.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Module 6 EBS Product Certifications 20
21.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ The Certifications tab in My Oracle Support provides access to product certification information. ā¢ First, a quick review: A certification is a combination of Oracle and third-party products, operating systems, or hardware that Oracle has tested and should work together. ā¢ On the right, is the Certification Search region. Certified is NOT the same as supported. ā¢ Each product has its own support policy and timeframe, completely separate to certification. ā¢ Previously, Sally had been patching and maintaining her system. ā¢ Now she is thinking of upgrading to E-Business Suite 12.2.4, and she needs to know if this will impact her Oracle Database 12.1.0.2.0 installation. ā¢ Sally enters EBS, as this has been defined as a shortcut or alias for Oracle E-Business Suite; then, she selects Release 12.2.4, enters Database, 12.1.0.2.0 version in the drop down. ā¢ Then, click Search and Search results are returned. ā¢ On the left are different categories such as Operating Systems, Databases and Middleware. Since she is interested in Database, she will open the Database category and look for Oracle Database and the release of 12.1.0.2.0 is in the list. ā¢ Next, she sees a list of Operating Systems. She is interested in Linux x86-64 SLES 11, which we can clearly see is Certified. ā¢ She can select Linux x86-64 SLES 11 and view the certification detail. There are required patches that will be needed to install to be sure her products work together. 21 ā¢ Best Practice: Validate the support information for your certified products. When upgrading, look for certifications where the support is valid for a number of years. ā¢ Under Compatibility, she immediately notices that 32-bit is NOT compatible, but 64 bit would be. ā¢ Notice how she can choose Linux x86-64 from the Platform dropdown, then check the box next to the Product for easy download. ā¢ These required patches will need to be applied in order for the certification to be valid. ā¢ Using this example, you can easily see what combinations of products are certified. 06.0 | Certifications Tab Certification ā A combination of Oracle and third-party products, operating systems, or hardware that Oracle has tested and should work together.
22.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ Now letās do a different type of search. ā¢ What if Sally wanted to look at the releases of Oracle Database and compare the releases across a range of platforms? ā¢ This can be done using the checkbox on the top left to Compare Releases and Platforms. We sometimes refer to this as the Matrix search. Sally can check the box and then enter her product. ā¢ Notice how the products she has used recently are listed at the top of the list when she clicks in the Product selection box. ā¢ Sally could type RDBMS, which is an alias for Oracle Database. ā¢ This makes it easy to select the products commonly used. Next, she selects some releases she is interested in. Platform is also Multi Select. She is on Linux x86-64 but she is also interested in Oracle Solaris. ā¢ Sally can save any search by clicking on the save link. This allows her to give it a name and easily re-run the SAME search in the future. ā¢ Sallyās saved searches are available from the Saved tab. And the last 20 searches she performed are available from the Recent tab. ā¢ Best Practice: Access the knowledge base and search on your product name and Certification; this enables you to find examples for some of the legacy content which may not be available in the Certifications tab. ā¢ Best Practice: Access the Community Certification Space. Many EBS product areas have a subspace for certification questions. If you still have questions on certification data or cannot find the certification data that you need, log a technical service request for the appropriate product group. 22 06.1 | Certifications Tab Why Check Certifications? ā The certification data can be a helpful tool for planning upgrades of your EBS products and related components. Quickly analyze your supported combinations and use this data for an upgrade plan.
23.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Module 07 EBS Upgrade Advisor 23
24.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ An Upgrade Advisor is a powerful, easy-to-use tool that helps you have your best experience with upgrades. ā¢ Thatās it. Nothing complicated ā just a great tool with great content. ā¢ The EBS product support teams captured best practices for many specific upgrade paths and embedded them within the upgrade lifecycle. ā¢ Advisors are a key proactive capability and follow a lifecycle model with a phased approach. ā¢ Upgrades are a key step and require careful planning to ensure success. ā¢ Best Practice: Donāt try and upgrade on your own. We have great resources like advisors to help you every step of the way. ā¢ Example: Upgrade Advisor: E-Business Suite (EBS) Upgrade from 12.0/12.1 to 12.2.x, Doc 1593640.1. ā¢ How do you find an Upgrade Advisor? Itās easy. 1) Log into My Oracle Support, search for āEBS upgrade advisorā to locate advisors for available upgrade paths. Make your advisor a favorite for your toolkit to easily find it again. You can also find upgrade advisor options from the EBS Get Proactive page. Letās recap the phases: ā¢ Evaluate ā assess benefits of an upgrade and evaluate new version of EBS. Outcomes include documented go/no-go decisions, full understanding of business impact and documented risk assessment. ā¢ Plan ā prepare for the upgrade by ensuring you have all the necessary resources and steps. ā¢ Configure and Test ā first step of actually performing the upgrade process and testing. ā¢ Implement ā ready to implement the upgrade. ā¢ Accept ā accept your upgrade into production. 24 ā¢ Throughout each phase, you get step-by-step guides, online training, additional resource suggestions and a community of experts. Advisors follow this general framework, so itās easy to use them for any target upgrade path. ā¢ Best Practice: Use your Upgrade Advisor to drive and deliver your plan and updates to your team. We always recommend having a detailed upgrade plan that you update as you move through the process. Capture new information, lessons learned, unique challenges, and any specific goals of your organization. 07.0 | Upgrade Advisor Example Upgrade Advisor ā Step-by-step instructions to 1) understand requirements for upgrade; 2) build and practice upgrade plan; 3) move upgrade from strategy to sign-off. The EBS Upgrade Advisor recommends that you do a minimum of three (3) or more test iterations of the upgrade process in a test environment before moving to production. For best upgrade results, plan for more than the minimum, with a more robust target of six test iterations to fully test the upgrade process and document any issues to be resolved.
25.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ Our E-Business Suite customer used consultants in the past to help upgrade but found that he was not always on time with the go live, and the budget was more than expected with the consulting teams. ā¢ He made the decision to use an E-Business Suite Upgrade Advisor to complete an upgrade with his internal resourced team. ā¢ In the Evaluate section, he addressed key concerns such as customizations, leveraged the Oracle resources and tools and created realistic plans with realistic expectations. ā¢ He included practice in the plan, ran multiple test runs to ensure a smooth production upgrade, included sanity checkpoints and backup intervals, and was aware of any red flags or deviations. ā¢ He tapped into the EBS Data Model Comparison Report and EBS Seed Data Comparison Report specifically. ā¢ He also used the Upgrade Community and reviewed EBS Blogs. ā¢ This change in approach produced great results in this scenario. ā¢ By using the tools and best practices provided by Oracle, he did not have to hire a Consulting firm to complete the upgrade. ā¢ He was able to do it with his internal team, saving thousands of dollars for the organization. Recommendation ā¢ Always take time to review your options before each upgrade cycle. ā¢ The use of consultants or tools like Upgrade Advisors are great approaches to consider based on the needs of your business. ā¢ We want to ensure you find the best possible fit with your objectives. 25 07.1 | Customer Upgrade Example Example ā This example is from a real Oracle customer about their adoption of Upgrade Advisors.
26.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Module 08 Preinstall Patches Report 26
27.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ Applicable to pre-install mode before upgrading from Release 11i to Release 12.x ā¢ Sally is helping David by investigating patching prior to the upgrade. ā¢ She will use the Oracle E-Business Suite Preinstall Patches Report for a list of pre- upgrade patches to apply in pre-install mode before upgrading to 12.1 or 12.2. ā¢ These reports are a single point of reference for their respective releases for pre-upgrade patches. ā¢ The patches are designed to fix upgrade issues such as script failures, performance issues and data integrity. ā¢ The report provides details for installing, running and understanding the report for Release 12.1 and Release 12.2. ā¢ Sally logs into My Oracle Support and types āpreinstall patch reportā in the global search. ā¢ She finds R12.1 and 12.2 Oracle E-Business Suite Preinstall Patches Report, Doc 1448102.2. ā¢ Best Practice: Sally makes this document a Favorite and adds it to her customized EBS toolkit. ā¢ To install the report, she needs to download the zip file for Release 12.2 ā EBS_R12.2 zip file. ā¢ The name of the file contains the date the file was last modified. 27 ā¢ She scrolls to Installing the Oracle E-Business Suite Preinstall Patches Report, clicks on EBS_R12.2_Preinstall zip link and chooses āSave Fileā to download and extract the contents into the EBS_12.2_Preinstall folder. ā¢ Then, she opens the folder and clicks index.html file located about mid-way in the list to automatically open the report. ā¢ The Preinstall Patches Report defaults to the Oracle E-Business Suite (EBS) Product Family that shows all pre-install patches for EBS ā or she can select a specific product family from the LOV. ā¢ Best Practice: Review and apply all patches categorized under Upgrade Script Failure, Data Corruption, Performance Issues, and Upgrade Integrity Fix. 08.0 | Preinstall Patches Report
28.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ If Sally is not familiar with a product name, she can position her mouse over any short product name on the left to display the full name. ā¢ She places her mouse over PJC in the PJ section and sees that it is Project Costing. ā¢ The right frame displays a list of pre-installed patches for selected product family (grouped by type of issue resolved). ā¢ She can sort the columns by product, patch number, release date or patch abstract and then click on a patch number to download it from My Oracle Support. ā¢ Now that she has the report, she goes back to the Oracle E-Business Suite Preinstall Patches Report document before proceeding. ā¢ She clicks on the R12.2 tab, and reviews Navigating the Report and Using the Report. ā¢ The FAQ section of the document should help to answer the commonly asked questions about the report ā¢ Best Practice: Use community for questions and feedback. If Sally wants to report an issue or enhancement request about this report, she can go to the āReporting Issues or Enhancementsā section and click on the link to the My Oracle Support Community thread to REPLY with her comments. ā¢ Oracle E-Business Suite Preinstall Patches Report [Video] ā Doc 1448102.1 28 08.1 | Preinstall Patches Report
29.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Module 09 EBS Comparison Reports 29
30.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ This portfolio of reports assists with planning of an upgrade and allows you to compare the changes between two releases to understand the impact on your business flows and file types. Report 1 ā¢ Letās start with the first report, the EBS Data Model Comparison Report, Doc 1290886.1. ā¢ This report provides the static database object definition changes to help you preview database object definition changes before upgrading your instances. ā¢ The details help you understand the impact of the database object changes that may affect the customization or business flows. ā¢ The top left pane highlights any differences found. Just click the link to drill down into the details. Report 2 ā¢ The second report is the EBS ATG Seed Data Model Comparison Report, Doc 1327399.1. ā¢ This report defines a static delta between different EBS releases by documenting the seed data changes delivered by the .ldt extension files based on the .lct extension files. ā¢ Please note that the target audience using this tool should be familiar with the terminology and usage. If the material is not clear, this note may not pertain to your job role. Report 3 ā¢ The third report is the EBS File Comparison Report, Doc 1446430.1. ā¢ It provides a comprehensive comparison of file system artifacts between different EBS releases for important file types. This report can help you develop a clear idea of āwhat is different in a new releaseā for additions, removals, and modifications for delivered files. 30 ā¢ For all three reports, the approach is simple. ā¢ Follow the instructions to download the zip files, and use the links to save, unzip, and extract into a single folder. Itās important to understand the sections so that you can effectively complete your upgrade file comparison. Best practices from the product support team: ā¢ Make the recommended documents favorites for your toolkit. ā¢ Access the Frequently Asked Questions (FAQ) to learn about each report. ā¢ Leverage the reports to consider changes to files in your target version for a planned EBS upgrade. Include this information in your upgrade plan and share with your leadership team based on impact. ā¢ Use the links in the recommended documents for feedback or enhancement requests. 09.0 | EBS File Comparison Reports
31.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Module 10 Drive Your Patching Strategy 31
32.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | ā¢ From the Get Proactive page for EBS, locate āHow to find E-Business Suite and E-Business Suite Technology Stack Patches,ā Doc 1633974.2. ā¢ EBS Technology Stack Patches include desktop client, application tier, and database tier patches. ā¢ Check out the āEBS Patchesā tab to find the latest releases, recommended patch collection, recommended patches, patch sets and family packs, performance patches, and preinstall patches report details. ā¢ You can always refer back to the Patch Wizard tool, as this is the recommended 'support tool' for patching. ā¢ If you are an EBS 12.2 customer using Online Patching, select āEBS Patching Resourcesā tab and review 12.2 ADOP Troubleshooting. ADOP refers to Applications DBA Online Patching. This is a very comprehensive collection of information for Online Patching. ā¢ Next, letās check out the āEBS Installation Configuration Manager (ICM) ADOP Analyzer,ā Doc 2379656.1. ā¢ This is a great troubleshooting tool for patching on Release 12.2, and you can quickly download the latest version here. ā¢ The āOracle E-Business Suite Release 12.2 Information Center,ā Doc 1581299.1, makes it easy to review the Release 12.2 Technology Stack Documentation Roadmap. ā¢ Learn more about the recommended use and deployment of various optional and required components of the technology stack that underpin the overall Oracle EBS Release 12.2 architecture. 32 ā¢ A final recommended resource is āR12.1 / R12.2: Oracle E-Business Suite Releases 12.1 and 12.2 Release Content Documents,ā Doc 1302189.1. ā¢ The Release Content Documents, or RCDs, communicate information about new or changed functionality introduced in EBS Release 12.1 and in subsequent Release Update Packs, or RUPs, and off-cycle patches, and enhancements for 12.2. ā¢ Today, we covered a few additional resources for your toolkit to help drive your patching strategy. ā¢ Please take a few minutes to review the study guide to ensure you have a good understanding of the content in each module and are prepared for the accreditation exam. 10.0 | Drive Your Patching Strategy
33.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Are You Ready To Get Accredited? Exam and Next Steps 33
34.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Exam ā¢ Once you click the Exam link from this module, you will be directed to ilearning in OU to complete and submit your exam. The screen should open with a status of Enroll, and you can immediately get started. The exam is compiled for you by pulling random questions from our exam bank. The questions will be either multiple choice or true/false. Carefully review each question and possible answers. ā¢ Once you submit the exam, your score will appear on the screen as Mastery Score. You need 80% or higher to satisfy the requirement to become Oracle E-Business Suite Support Accredited. If you pass, you can print your completion certificate from the home page of this accreditation ā¢ If you need to re-take, the exam is available once per 24-hour-period. Rewards ā¢ Weād like to offer you an optional reward. You can opt in to have your accreditation badge visible in My Oracle Support Community and earn 250 points. Just navigate to the Oracle Support Accreditation (MOSC) Community. Locate the Accreditation Badges tab at the top of the middle pane and select it. Review the brief instructions and click the opt in link to generate your email request for the badge. Next Steps ā¢ The real value of accreditation is about changing your business. ā¢ Think about implementing at least a few suggestions within 30 days. ā¢ Talk to your team about your strategy for following best practices, using the recommended resources, staying informed, and managing service requests. General Questions ā¢ Use Oracle Support Accreditation Community or contact the program team. 34 Exam Preparation and Next Steps Help With Exam ā Use āContact Usā links from the program pages if you have questions. Exam questions and answers are confidential and should not be posted in any forum.
35.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | Print Your Completion Certificate 35 Print Your Certificate ā Navigate to the āResourcesā tab on the path index page and locate the Completion Certificate tile. The certificate will only launch and auto-populate with your name if you pass the exam with a score of 80% or higher.
36.
Copyright Ā© 2019,
Oracle and/or its affiliates. All rights reserved. | 36
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