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E-Business Suite Customization
Impact Assessment
2 ©2018 ConfigSnapshot and eprentise. All rights reserved.
• Submit text questions.
• Q&A addressed at the end of the
session. Answers will be posted
within two weeks on our new
LinkedIn Group, EBS Answers:
http://www.linkedin.com/groups/
EBS-Answers-4683349/about
• Everyone will receive an email
with a link to view a recorded
version of today’s session.
• Polling questions will be
presented during the session. If
you want CPE credit for this
webinar, you must answer all of
the polling questions
Webinar Mechanics
• .
3 ©2018 ConfigSnapshot and eprentise. All rights reserved.
eprentise Can…
 Consolidate Multiple EBS Instances
 Change Underlying Structures and Configurations
 Chart of Accounts, Other Flexfields
 Merge or Split Ledgers or Sets of Books, Operating Units,
Legal Entities, Inventory Organizations
 Calendars, Currency, Costing Methods
 Asset Revaluation, Inventory Valuation
 Separate Data for a Divestiture
…So Our Customers Can:
 Avoid a Reimplementation
 Reduce Operating Costs and Increase Efficiencies
 Adapt to Change
 Reduce Complexity and Control Risk
 Improve Business Continuity, Service Quality and
Compliance
 Streamline Operations with Visibility to All Parts of
the Business
 Establish Data Quality Standards and a Single
Source of Truth
Finished But Not Done®
Companies Need to Change Their Oracle® E-Business Suite Without Reimplementing
4 ©2018 ConfigSnapshot and eprentise. All rights reserved.
After completion of this presentation you will be able to:
Objective 1: Explain what a customization in Oracle® E-Business Suite is, and how
customizations can be identified.
Objective 2: Determine how to assess the detailed impact on customizations of a change event.
Objective 3: Discover how to manage configuration change impacts.
Learning Objectives
5 ©2018 ConfigSnapshot and eprentise. All rights reserved.
 Introductions
 Change and Challenges
 What is a customization and how to find them
 Customization Assessment
 Configuration Impact Assessment
 Q&A
Agenda/Overview
6 ©2018 ConfigSnapshot and eprentise. All rights reserved.
Sources of Change
Maintaining the integrity of your E-Business Suite deployment as it evolves –
Lifecycle Management
EBS
Instances
Change
Change
Change
Change
New products /
services
Enhancements
Legislative /
compliance
Fraudulent
Upgrade
Patching
Business structure (MA)
Rollouts
Competition
New
Technology
Routes to
market
Defects
Security
Planned /
Unplanned
Human Error
Moving to
Cloud or
other ERP
7 ©2018 ConfigSnapshot and eprentise. All rights reserved.
• Volumes of setups and key master data are too high to control manually
• Documentation is very time consuming to create / maintain
 Documentation out of date / missing / incomplete / incorrect
• Identification and analysis of customisations
• Change is constant and impacts are difficult to identify and track
 Patching / upgrades / projects / new users etc
• Validate the consistency of settings across environments & entities
• Deploying new & updated setups across multiple environments & entities
• Understanding of user access and how it is impacted by change
Challenges
9 ©2018 ConfigSnapshot and eprentise. All rights reserved.
RICE Objects (Reports, Interfaces, Conversions and Extensions)
CEMLIs (Configuration, Extension, Modification, Localization and Integration)
 In 12.2 Vision Environment:
 52,000+ Standard Packages
 180+ Extensible Packages
 52,000+ Views
 25,000+ Tables
 4,400+ Forms
 330+ Procedures
 3,000+ Functions
 44,000+ Form Functions
 2,800+ Registered DFFs
 12,000+ Concurrent Programmes
 13,800+ Menus
 4,700+ Profile Options
Customizations
10 ©2018 ConfigSnapshot and eprentise. All rights reserved.
Customization – Where Code Is Introduced
Object metadata
Spreadtable metadata
Business Rules
Declarative components
Declarative components
parameters
Profile variables
Audit statements
Security profiles
Dynamic triggers
Template queries
Scoring components
Delete constraints
Relationships (iStore)
Criteria categories
Data source attributes
Contract data model
Fast formulae
Collection elements
User defined queries
Object instance sets
Alerts
Value sets - table validated
Custom labels
Warehouse rules
Discoverer folders
Data definitions (XML
Publisher)
GRC form rules
GRC flow rules
Concurrent programs SQL
Parameters
Table validated DFFs
Object metadata
Extensions
Approval groups (AME)
Transaction types - items
classes
Transaction types - attributes
Database views
Database packages
Database functions
Database procedures
Database triggers
Workflow functions
Forms
Form Functions
Materialised views
Concurrent programs
Form Personalizations
HTML Personalizations
Custom Library
Discoverer folders
Profile option definitions
11 ©2018 ConfigSnapshot and eprentise. All rights reserved.
 CEMLIs / RICE Objects etc get blurred / lost over time, following Oracle
coding standards makes them much easier to identify and avoid code
being overwritten in upgrades / patching.
 Some suggestions include:
• Save customizations in a custom schema
• Use naming conventions that are unlikely to be use by Oracle (common notation xx)
• Do not create components with generic user accounts such as Sysadmin – especially in R12!
• References to table owner – 12.2
• Oracle Support Knowledge Document 1577661.1, "Developing and Deploying Customizations
in Oracle E-Business Suite Release 12.2
Coding Standards
13 ©2018 ConfigSnapshot and eprentise. All rights reserved.
• Naming conventions
• Use of custom schemas
• Existing documentation
• Create scripts – beware of FNDLOAD (Sysadmin, Autoinstall)
• Compare against a blank environment / Vision environment:
Customization – How can they be identified?
Modification = a change to seeded behaviour
Is any customization now obsolete – can we check?
False positives
14 ©2018 ConfigSnapshot and eprentise. All rights reserved.
 What are you looking for?
 Upgrade Impact:
 References to obsolete or modified
objects
 Synonym provided?
 References to table owner (12.2)
 Patch Impact:
 References to impacted DB objects
 Dependency Analysis
 Other Impact: (CoA change,
rollouts, multi-language etc):
 Hard coding (ledger IDs, Inv Org IDs)
 Tables with Translations column
Customization – Analysis
Did we make the same updates in Dev > Test > UAT > Prod??
Modification – time to address these!
15 ©2018 ConfigSnapshot and eprentise. All rights reserved.
 Example:
 Custom version of a standard form
 Standard version of form is replaced as part of patching / upgrade
 Option 1: Apply form customisation to the new version of the form
 Option 2: Review updated form and apply changes made by Oracle to your customized version
Custom Versions of Standard Components
16 ©2018 ConfigSnapshot and eprentise. All rights reserved.
 How are things
configured currently?
• BR100
• BR110
• DS030
• MC50
 How are they useful?
Configuration
17 ©2018 ConfigSnapshot and eprentise. All rights reserved.
 Compare settings pre / post event
 EBS ATG Seed Data Comparison Report (Doc ID 1327399.1)
 iSetup
Configuration Impact Assessment
19 ©2018 ConfigSnapshot and eprentise. All rights reserved.
ConfigSnapshot – Configuration Automation & Control
21 ©2018 ConfigSnapshot and eprentise. All rights reserved.
Thank You!
- One World, One System, A Single Source of Truth -
Gordon Halley
gordon.halley@rookerysoftware.com | www.configsnapshot.com
Hosted by eprentise:
www.eprentise.com
www.AgilityByDesign.com
Questions and Responses will be posted on EBS Answers:
http://www.linkedin.com/groups/EBS-Answers-4683349/about

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EBS Customization Impact Assessment

  • 2. 2 ©2018 ConfigSnapshot and eprentise. All rights reserved. • Submit text questions. • Q&A addressed at the end of the session. Answers will be posted within two weeks on our new LinkedIn Group, EBS Answers: http://www.linkedin.com/groups/ EBS-Answers-4683349/about • Everyone will receive an email with a link to view a recorded version of today’s session. • Polling questions will be presented during the session. If you want CPE credit for this webinar, you must answer all of the polling questions Webinar Mechanics • .
  • 3. 3 ©2018 ConfigSnapshot and eprentise. All rights reserved. eprentise Can…  Consolidate Multiple EBS Instances  Change Underlying Structures and Configurations  Chart of Accounts, Other Flexfields  Merge or Split Ledgers or Sets of Books, Operating Units, Legal Entities, Inventory Organizations  Calendars, Currency, Costing Methods  Asset Revaluation, Inventory Valuation  Separate Data for a Divestiture …So Our Customers Can:  Avoid a Reimplementation  Reduce Operating Costs and Increase Efficiencies  Adapt to Change  Reduce Complexity and Control Risk  Improve Business Continuity, Service Quality and Compliance  Streamline Operations with Visibility to All Parts of the Business  Establish Data Quality Standards and a Single Source of Truth Finished But Not Done® Companies Need to Change Their Oracle® E-Business Suite Without Reimplementing
  • 4. 4 ©2018 ConfigSnapshot and eprentise. All rights reserved. After completion of this presentation you will be able to: Objective 1: Explain what a customization in Oracle® E-Business Suite is, and how customizations can be identified. Objective 2: Determine how to assess the detailed impact on customizations of a change event. Objective 3: Discover how to manage configuration change impacts. Learning Objectives
  • 5. 5 ©2018 ConfigSnapshot and eprentise. All rights reserved.  Introductions  Change and Challenges  What is a customization and how to find them  Customization Assessment  Configuration Impact Assessment  Q&A Agenda/Overview
  • 6. 6 ©2018 ConfigSnapshot and eprentise. All rights reserved. Sources of Change Maintaining the integrity of your E-Business Suite deployment as it evolves – Lifecycle Management EBS Instances Change Change Change Change New products / services Enhancements Legislative / compliance Fraudulent Upgrade Patching Business structure (MA) Rollouts Competition New Technology Routes to market Defects Security Planned / Unplanned Human Error Moving to Cloud or other ERP
  • 7. 7 ©2018 ConfigSnapshot and eprentise. All rights reserved. • Volumes of setups and key master data are too high to control manually • Documentation is very time consuming to create / maintain  Documentation out of date / missing / incomplete / incorrect • Identification and analysis of customisations • Change is constant and impacts are difficult to identify and track  Patching / upgrades / projects / new users etc • Validate the consistency of settings across environments & entities • Deploying new & updated setups across multiple environments & entities • Understanding of user access and how it is impacted by change Challenges
  • 8. 9 ©2018 ConfigSnapshot and eprentise. All rights reserved. RICE Objects (Reports, Interfaces, Conversions and Extensions) CEMLIs (Configuration, Extension, Modification, Localization and Integration)  In 12.2 Vision Environment:  52,000+ Standard Packages  180+ Extensible Packages  52,000+ Views  25,000+ Tables  4,400+ Forms  330+ Procedures  3,000+ Functions  44,000+ Form Functions  2,800+ Registered DFFs  12,000+ Concurrent Programmes  13,800+ Menus  4,700+ Profile Options Customizations
  • 9. 10 ©2018 ConfigSnapshot and eprentise. All rights reserved. Customization – Where Code Is Introduced Object metadata Spreadtable metadata Business Rules Declarative components Declarative components parameters Profile variables Audit statements Security profiles Dynamic triggers Template queries Scoring components Delete constraints Relationships (iStore) Criteria categories Data source attributes Contract data model Fast formulae Collection elements User defined queries Object instance sets Alerts Value sets - table validated Custom labels Warehouse rules Discoverer folders Data definitions (XML Publisher) GRC form rules GRC flow rules Concurrent programs SQL Parameters Table validated DFFs Object metadata Extensions Approval groups (AME) Transaction types - items classes Transaction types - attributes Database views Database packages Database functions Database procedures Database triggers Workflow functions Forms Form Functions Materialised views Concurrent programs Form Personalizations HTML Personalizations Custom Library Discoverer folders Profile option definitions
  • 10. 11 ©2018 ConfigSnapshot and eprentise. All rights reserved.  CEMLIs / RICE Objects etc get blurred / lost over time, following Oracle coding standards makes them much easier to identify and avoid code being overwritten in upgrades / patching.  Some suggestions include: • Save customizations in a custom schema • Use naming conventions that are unlikely to be use by Oracle (common notation xx) • Do not create components with generic user accounts such as Sysadmin – especially in R12! • References to table owner – 12.2 • Oracle Support Knowledge Document 1577661.1, "Developing and Deploying Customizations in Oracle E-Business Suite Release 12.2 Coding Standards
  • 11. 13 ©2018 ConfigSnapshot and eprentise. All rights reserved. • Naming conventions • Use of custom schemas • Existing documentation • Create scripts – beware of FNDLOAD (Sysadmin, Autoinstall) • Compare against a blank environment / Vision environment: Customization – How can they be identified? Modification = a change to seeded behaviour Is any customization now obsolete – can we check? False positives
  • 12. 14 ©2018 ConfigSnapshot and eprentise. All rights reserved.  What are you looking for?  Upgrade Impact:  References to obsolete or modified objects  Synonym provided?  References to table owner (12.2)  Patch Impact:  References to impacted DB objects  Dependency Analysis  Other Impact: (CoA change, rollouts, multi-language etc):  Hard coding (ledger IDs, Inv Org IDs)  Tables with Translations column Customization – Analysis Did we make the same updates in Dev > Test > UAT > Prod?? Modification – time to address these!
  • 13. 15 ©2018 ConfigSnapshot and eprentise. All rights reserved.  Example:  Custom version of a standard form  Standard version of form is replaced as part of patching / upgrade  Option 1: Apply form customisation to the new version of the form  Option 2: Review updated form and apply changes made by Oracle to your customized version Custom Versions of Standard Components
  • 14. 16 ©2018 ConfigSnapshot and eprentise. All rights reserved.  How are things configured currently? • BR100 • BR110 • DS030 • MC50  How are they useful? Configuration
  • 15. 17 ©2018 ConfigSnapshot and eprentise. All rights reserved.  Compare settings pre / post event  EBS ATG Seed Data Comparison Report (Doc ID 1327399.1)  iSetup Configuration Impact Assessment
  • 16. 19 ©2018 ConfigSnapshot and eprentise. All rights reserved. ConfigSnapshot – Configuration Automation & Control
  • 17. 21 ©2018 ConfigSnapshot and eprentise. All rights reserved. Thank You! - One World, One System, A Single Source of Truth - Gordon Halley gordon.halley@rookerysoftware.com | www.configsnapshot.com Hosted by eprentise: www.eprentise.com www.AgilityByDesign.com Questions and Responses will be posted on EBS Answers: http://www.linkedin.com/groups/EBS-Answers-4683349/about