Oracle Platinum Partner Vigilant Technologies R12 Upgrade Webinar

1. Webinar: R12 Upgrade
5 things to consider before you embark on the project

2. Panelists
• Dawn Gunnell – Director of Sales
• Des Seturam – Oracle Practice Lead
• Vasu Krishnaswamy – Solutions Architect
• Srini Pillarisetty – Technical Architect

3. Founded 1999
Financial Profile Privately Held
Headquarters Troy, MI
Business Focus Oracle Applications & Technology
Services • Managed Services
• Professional Services
• Staffing
• Oracle Licensing
Employees 145+ Oracle Consultants
USA
Michigan
Troy
Company Overview
INDIA
ANDHRA
PRADESH
Hyderabad
CANADA
ONTARIO
Toronto

4. Consulting
Oracle E-Business Suite
• New Implementations/Re-implementations
• Technical/Functional Upgrades
• New modules integration
• Hyperion
Business Intelligence
• Oracle Business Intelligence Enterprise edition
• Oracle Business Intelligence Applications
• OWB/ODI/Informatica
• Application Server/Weblogic
• Oracle Identity Management
• BPEL/AIA
• Webcenter
• Fusion Middleware
Industry Expertise
MANUFACTURING RETAILHEALTHCARE INSURANCEFINANCE MEDIA
• Oracle Database
• Oracle Exadata
• Oracle Database Appliance
• Oracle Clusterware
• Oracle Private Database Cloud
Technology and Middleware
Oracle Expertise
Application Managed Support
• E-Business Suite
• Cloud ERP/Fusion On-Premise Application
• Hyperion
• Peoplesoft/JDE
• Oracle Transportation Management
• Oracle Demantra
• Oracle Agile
• Oracle Retail

5. •Managed Services
 Complete Administration, Monitoring &
Support – Applications & Infrastructure
 Hosted, SaaS or Internal Servers
•Professional Services
 Complete Project or Short-Term Engagements
 Strategy, Planning, Architecture & Design
 Implementation & Support
 Performance Tuning & Troubleshooting
 Best Practices
•Oracle Licensing
 E-Business Suite, Database & Fusion
•Staffing Services
Contract Positions
Contract To Hire
Permanent Placements
Oracle Service Offerings
•Contract Positions
•Contract-to-Hire
•Permanent
Placements
•Database
•Middleware
•E-Business Suite
•Database Technology
•Web, Portal and RIA
Applications
•Fusion Middleware
(includes BI)
•On-Site
•Remote
•Supplemental
Managed
Services
Professional
Services
Staffing
Services
Software
Licensing

6. Client Scope of Work Competition
• Migrated Oracle EBS from Windows to Oracle Linux 5.7.
• Upgraded Oracle EBS 11.5.10.2 to R12.1.3 and Database to 11.2.0.4
• Implemented New Ledger / Sub Ledger including iExpenses in R12.
Deloitte
IBM
Boutique firms
• Migrated Oracle E-Business Suite (EBS) and Database from HP-UX to IBM AIX
Operating System. Oracle Version: 11.5.10.2. Oracle Database: 10.2.0.3 Year
Migrated: 2009
• Migrated Oracle EBS from IBM AIX to Oracle Linux 5.X.
• Oracle EBS Upgrade from 11.5.10.2 to 12.1.3.
Deloitte
PWC / Allstream
Oracle Consulting
Boutique firms
Deloitte
PWC
Cognizant
• Upgrade of Oracle 11.5.10.2 to release 12.2
• Upgrade database to 11.2.0.4
• Manufacturing, Distribution, ASCP, CRM and Financial modules
Boutique Firms
• Oracle EBS Upgrades to R12 (several countries)
• Oracle Database Support for over 100+ instances of
EBS and Non EBS in Multiple countries
• Sustaining Capital Projects
• Enterprise Asset Management Projects
Deloitte
TATA Consulting
• Migrated Oracle EBS 11.5.10.2 from HP-UX to Oracle Linux. Converted the
database to 64bit
• Oracle EBS Version: 11.5.10.2 Database Version: 10.2.0.3
• Year Migrated: 2011
Deloitte
Boutique firms
Recent R12 Projects
6
• Oracle EBS Upgrade to R12
• Implemented I-Expenses module
• Hosted and DBA support for EBS Managed Services

7. Client Scope of Work Competition
• Upgrade from 11.5.9 to R12 upgrade including implementation of Oracle
Process Mfg and Advanced Supply Chain Planning
• Migrated the database from 32 bit OS to 64 bit
• Year Migrated: 2014
Deloitte
IT Convergence
Boutique Firms
• Oracle EBS Outsourcing – Hosting, DBA, Technical and Functional Support
24X7X365
• Release 12.1.3 upgrade from 11.5.10.2 on Linux
• Multiple module implementations(FA, iExpenses, Cash Mgt, Projects)
In-house
• Migrated Oracle Business Intelligence from AIX to Linux
• Database Size around 1.5TB and using a combination of Traditional and
Transportable Tablespace features.
• Upgrade Oracle EBS from 12.0.4 to 12.1.3 in Feb 2013
Boutique Firms
• Migration of Trading Platform from Solaris to Linux on Exadata Machines
• Performance tuning and Technology Consulting on Security and Patching
best practices.
Oracle Consulting
Boutique Firms
• One of the early adopters of Red Hat Linux.
• Migrated Oracle E-Business & database from IBM AIX on to RedHat 3 in
early 2001. Oracle Version: 11.5.3. Oracle Database: 9.2.0.7
• Year Migrated: 2001
In-house
R12 Upgrade & Migration Experience
7

8. E-Business Suite R12 Upgrade
5 Things to consider

9. Before you begin R12 Upgrade
1. Is it 12.1.3 or 12.2.X?
2. Technical or Functional Upgrade
3. Customization Footprint
4. Infrastructure – Time to upgrade?
5. Project Team

10. 12.1 vs 12.2 Architecture Differences

11. Online Patching

12. Release 12.1.3 or 12.2.X
When Should You Choose 12.1?
Consider targeting 12.1 if any of the following circumstances applies to your organization:
• You prefer to target a release which Oracle has thousands of live customers.
• You would like to stay on 12.1 for 3-5 years before upgrading to 12.2.
• You need to move from a release below 11.5.10 with no direct upgrade to 12.2.
When Should You Choose 12.2?
Consider targeting 12.2 if any of the following circumstances applies to your organization:
• You need the high availability provided by Online Patching.
• You want the functional enhancements that are in 12.2.
• You prefer to invest in a single project to upgrade directly to 12.2.

13. Release 12.1.3/12.2.X Support Timeline
Premier and Extended Support Timeline
R12.1 .3
Premier Support ends by Dec. 2016
Extended Support ends by Dec. 2019
R12.2.X
Premier Support ends by Sep. 2018
Extended Support ends by Sep. 2021

14. Customizations
 Customization Footprint
How many customizations do you have?
How many can you drop because of new functionality?
How many do you need to carry forward?
 What customizations are going to work in R12?
R12.2 Readiness Report – for Custom code. Provides exceptions at the DB
object level.
R12.2 Best Coding Practices – mandatory to be followed for on-line
patching.
Does not provide help for the application code
 What customizations need retrofitting for R12?
 What’s the effort to retrofit customizations?

15. R12.2 - Best Coding Practices
As a part of the on-line patching, several reports are provided to ensure the best coding
practices being followed. Re-visit your existing customizations!
• All custom schema should be registered as an Application.
• Table name should not end with ‘#’.
• Table Name must be unique within the first 29 bytes.
• Base Column Name must be unique within 28 bytes.
• Column Type must not be LONG or LONG RAW. Use CLOB instead.
• Column Type should not be ROWID.
• Table must be owned by an EBS product schema, not APPS.
• Query/DML statements must access tables via the Table Synonym or the
Editioning View only.
• Index Name should not contain ‘_’ (underscore).

16. CEMLI Catalog
Visibility|Decision|Action
Oracle E-Business Suite Insights
Upgrade Analysis
User Profile & Activity
License Management
Security Audit
CEMLI Catalog
Source Code Repository

17. Inventory of Customizations
Customizations by Domain
Impact by Type
Impact Details
What is “Omni”?
• It’s a repository of all customizations in E-Business
Suite
• Representation of customizations across Modules
• Complexity of customizations
• Document repository
Why “Omni”?
• No single place to store customization
• No history of customizations
• Missing AIM documents
1
• Upgrade Analysis
• User Profile & Activity
• License Management
• Security Audit
• CEMLI Catalog
• Source Code Repository

18. Impact of Customizations

19. Customizations Impact - Details

20. Infrastructure
Opportunity to upgrade infrastructure
1. What’s your current Operating System?
2. Migrate to other platform?
3. Upgrade Hardware
• Release 12 is more resource intensive
• Needs more disk (online patching)
• Resource needs for 12.1.3 vs 12.2

21. Technical or Functional upgrade?
Technical or Functional?
Just a Technical Upgrade
No New Modules will be implemented
No major business process changes
No major reorganization or acquisition in the pipeline
No major Global expansion
Compliance with Oracle De-Support
Operating System, Database and Applications
Retrofit customizations to work with R12
Pros : Shorter Project duration
Defined Scope
Cons: Not taking advantage of new features

22. Technical or Functional upgrade?
Functional Upgrade
Opportunity to change Business Process
Chart of Accounts change etc.
New Modules or Functionality Improvements
Current version Highly Customized
Pros: Lowers TCO as
100’s of new features are available in R12
Ability to ‘correct’ previous implementation mistakes
Business Process Improvements
Opportunity to utilize standard functionality
Cons: Longer project duration

23. Project Team
Project Team
Project Sponsors
Business Involvement (Process Change to UAT)
Project Management
Functional Resources
Module Leads
Technical Resources
Retrofit customizations
BI Publisher
DBA Team
R12 Upgrades
Platform Migrations
Online Patching experience
Support project implementation team

24. # POC Method vs Upgrade Assessment
1 Real life upgrade of a clone of YOUR Production
instance to identify challenges, providing you with a
‘real’ upgrade experience
Upgrade assessment are generally based on prior
“experience” by the consultants involved in the project.
2 Accurate identification of development objects
(RICE/CEMLI) that need retrofitting based on the actual
upgrade
The list of development objects have to be provided by you
which most often is gathered from your
knowledge/documents from the original implementation.
Tools used to gather the information, may not provide all
the current objects in use.
3 Identification of required R12 functionality based on
actual user experience
Standard R12 Functionality gathered from release notes
released by Oracle Corporation from time to time.
4 Identification of Pros and Cons of an Upgrade vs. Re-
Implementation specific to your environment
Standard information gathered from white papers using
consultant’s ‘experience’.
5 Accurate estimates (including sizing) for the actual
upgrade or re-implementation project based on actual
upgrade experience of your data
Based on “assessment” carried out with out actually testing
your system
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Given below are some major differences between a Proof of Concept vs Upgrade Assessment
Proof of Concept vs Upgrade Assessment

25.  Obtain Executive commitment
 Conduct Proof of Concept
 Decide Functional vs Technical upgrade
 Select Implementation Partner
 Mobilize Resources
 Kick Off Project
Next Steps

26. DawnGunnell(Director of Sales)
dgunnell@vigilant-inc.com
(248)614-2500Ext#132