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Planning Your Oracle e Business Suite Upgrade From Release 11i To 12.1 and Beyond
Planning Your Oracle e Business Suite Upgrade From Release 11i To 12.1 and Beyond
Planning Your Oracle e Business Suite Upgrade From Release 11i To 12.1 and Beyond
Planning Your Oracle E-Business Suite Upgrade from Release 11i to 12.1 and Beyond
Dr. Nadia Bendjedou Senior Director Product Strategy, Oracle Applications
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracles products remains at the sole discretion of Oracle.
Upgrade Process Overview Customer Upgrade Snapshots Extended Support for 11i and Additional Resources
3 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Financials
Applications Technology
Procurement
E-Business Suite 12
Human Capital Asset Lifecycle & Service Supply Chain
WHATS NEW IN 12 Ledgers and Ledger Sets Rules-based Accounting Engine Unified Bank Account Model Centralized Payments Global Tax Engine Global Intercompany System RESULTS Faster, simpler period end processing Easily meet local accounting requirements Streamline intercompany trading and reconciliation Adapt quickly to regulatory changes More productive shared service centers
6 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Payments Engine
Projects Analytics, Primavera Integration Price Protection, Supplier Ship & Debit PIM for Telco, PIM for Retail, Site Hub,
Supplier Hub
Wholesale Distribution, Public Sector, High Technology , Engineering & Construction, Life Sciences, Retail, Professional Services, Communications, Consumer Goods, Utilities
Contains Presentations RVPs RCDs TOIs Videos Customer Stories White Papers http://launch.oracle.com/?OOW Etc.
9 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Planned 12.x
RUP1RUP2RUP3
Nov. 2004
Jan. 2007
May 2009
Dec 2009
Aug 2010
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Best Practices
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12
Steering Committee
Technical Team
DBA Apps (mid-tier) Specialist Performance Specialist Customization Developer
Functional Specialists
Tax Specialist
Time and resource estimates from 11i Maintenance Pack upgrades may not apply
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There are many SIs and Consultants with 12.1 upgrade experience to help you estimate
15 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Do Rapid Install to get 12.1 tech stack and product files Apply latest Release Update Pack (12.1.3)
Legislative and regulatory updates Minor enhancements Error corrections
Ask Support to help identify 11i fixes that also apply to 12.1.3
11i bug fixes issued after May 2010 may not be included in 12.1.3
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Upgrade
Current 11i Instance
Financials & Financials & Projects Projects
Procurement Procurement
Run Oracle tools on your current instance to Install 12.1 file system Upgrade all data to 12.1
Reimplement
Current 11i Instance New 12.1 Instance Use Oracle tools to install a new 12.1 instance Do setups on the new instance
Procurement
Procurement
11i10
Human Capital Supply Chain
Data Migration
Human Capital
12.1
Supply Chain
Migrate data from your legacy instance using Oracles: Interface tables
Legacy Instance
APIs
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US-HQ
Financials & Projects Applications Applications Technology Technology Procurement Procurement
Europe
Human Capital
Upgrade your USHQ instance to 12.1 Do international setups on the upgraded instance Migrate data from your international instances Go live on your global single instance
Supply Chain
Financials &
Asia Pacific Projects
Applications Technology
Asia Pacific
Human Capital
Supply Chain
Legacy Instances
20 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Run a single instance of EBS Use standard business processes with minimal customization Want to carry forward historical transaction data
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Want to combine instances into a new gold instance Want to standardize business processes and eliminate numerous customizations
AT&T Inc. Upgraded to Oracle E-Business Suite Release 12 to Centralize Accounting Processes
COMPANY OVERVIEW
CUSTOMER PERSPECTIVE We upgraded to Oracle E-Business Suite Release 12 and Oracle Financial Accounting Hub to achieve greater efficiency and effectiveness globally in the wake of our recent acquisitions and our plan to centralize accounting for all of our worldwide operating companies. Oracle helped us to achieve that goal on time and on budget Roxanne Shelton, Executive Director, Financial Applications RESULTS Enabled users to get financial results more quickly and get up-to-date data in the hands of decision makers, ultimately accelerating monthly financial close by nearly 25%
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Related point dont split to two instances to upgrade one product area ahead of another
26 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Chicago Public Schools Upgraded to Oracle E-Business Suite Release 12.1 on Time
COMPANY OVERVIEW CUSTOMER PERSPECTIVE
Nations third largest school district with about 407,000 students in 666 schools
Upgrade the school districts existing Oracle enterprise resource planning (ERP)
system to gain new functionality and to enable the system to scale for future growth under extreme budgetary and staffing constraints
We went live with Oracle E-Business Suite Release 12.1 on time and on budget. The new features in the latest version will enable us to operate more efficiently and effectively, such as managing our US$6 billion capital and grant monies. Prasad Nettum, Director for Enterprise Financial Systems
RESULTS
Review and reduce 100+ customizations for better management efficiency Implement additional modules on the latest version of Oracle E-Business Suite to
save time and money SOLUTIONS Oracle Financials Oracle Procurement Oracle Projects Oracle Enterprise Asset Management Oracle User Productivity Kit
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Validate that new centralized setups reflect consistent tax and accounting treatments that you expect
UNIFIED BANK ACCOUNT MODEL CENTRALIZED PAYMENTS ENGINE Funds Capture and Disbursement ONE GLOBAL TAX ENGINE Centrally managed rules Consistent tax services
Legal Entity Operating Units
Payments Engine
Regime
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EBS Data Model Comparison Report (Doc 1290886.1) lists database object definition changes between:
11.5.10.2 and 12.1.3 12.0.4 and 12.1.3 12.0.6 and 12.1.3
Example impacts:
Switch custom reconciliation reports from distribution lines in separate applications to new Subledger Accounting (XLA) tables Update custom Oracle Discoverer Business Areas
31 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
33
If re-implementing custom Discoverer reports, consider replacing them with Oracle BI Applications (OBIA)
Pre-built, pre-integrated analytics for Oracles ERP and CRM offerings Built with OBIEE, Oracles strategic business intelligence platform
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Consider new Fusion Middleware tools such as ADF and SOA Suite for separate custom applications
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Certain architecture conversions are required and can be accomplished while on 11i
Oracle Applications Tablespace Model (OATM)
Reduces number of tablespaces to 12 from 2 per product Compacts database, optimizes storage settings and reduces I/O See Doc 248857.1
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Combine related systems changes with your 12.1 project and downtime?
Single Project & Downtime
Less total downtime & testing More complex troubleshooting More business risk
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In practice, most enterprises complete related system changes ahead of the 12.1 project and downtime
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Dont wait for 12.2 to come out before analyzing and planning your 12.1 upgrade
12.1 functional upgrade analysis will apply equally to 12.2 Once on 12.1, the upgrade to 12.2 will be much smaller than the 11i to R12.x upgrade
40 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Roadmap
Technology Highlights Latest middleware: Fusion Middleware 11g
WebLogic Server to replace OC4J
Web Listener
Application Database
R2
WebLogic Server WebLogic JSP
JDBC/SQL Net
Edition-Based Redefinition
Roadmap
Online Patching With Oracle 11g Release 2 Database Functionality leverages native 11g R2 features that allow online application upgrade with uninterrupted availability of the application Patches can be applied while the production system is fully operational Only a short downtime is required to complete patching process The amount of downtime required by any patch will be more predictable
42 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Roadmap
Online Patching Solution Approach
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Test all business scenarios with both upgraded and new data
Enter an invoice in 11i, issue a credit memo against it in 12.1
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After go-live, simulate month-end close a few days before actual close
Keep project team within reach through your first close
See: R12: Period-End Procedures for Oracle Financials E-Business Suite (Doc 961285.1)
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Minimize duration of tasks performed before & after core upgrade driver runs
Interim backups Final acceptance testing
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Use Subledger Accounting Upgrade by Request (UG Appendix G and Doc 604893.1) Use a shared APPL_TOP (Doc 384248.1) and Distributed AD (Doc 236469.1) Use a staged APPL_TOP (Doc 734025.1) Complete functional pre-upgrade tasks (UG Appendix E) Parallelize pre- and post-upgrade technical activities Isolate post-upgrade concurrent programs in a special queue (Doc 399362.1)
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Limit historical accounting data upgraded during critical downtime using SLA Pre-Upgrade Program
Set range of periods to upgrade; default is current fiscal year or minimum of 6 periods Some SLA functionality relies on availability of previous accounting data
Example: To cancel an invoice from 2 years ago, need to upgrade at least 2 years of accounting data
Option to run SLA Post-Upgrade hot-patch Program for more historical data (Doc 604893.1)
51 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Oracle Tutor
Capture and maintain business process documentation
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Self-Running Demo
Interactive Simulation
Context-Sensitive Help
HRMS
Human Resources Payroll Self-Service HR Performance Mgmt Time and Labor iRecruitment Learning Mgmt
Manufacturing
Shop Floor Management Work In Process Discrete MES OPM Product Development OPM Process Execution OPM MES
Procurement
Purchasing iSupplier Portal iProcurement
Projects
Project Costing Project Mgmt Project Resource Mgmt
Applications Technology
Applications Mgmt Forms Personalization
Distribution
Inventory Order Mgmt Shipping Execution
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Can be used by new and upgrading customers (11.5.9 and above) to go directly to R12.1
If you are on R11i, use R12.1 RI from EPD. Follow instructions from the Upgrade Guide: 11i to 12.1 and 12.1.1 Release notes If you are on R12.0.X, use R12.1 MP (7303030) from My Oracle Support (MOS). Follow instructions from R12.1 Maintenance Pack Install Instructions (752619.1)
55 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Apps Mid tierForms/Reports Apps Mid tierJava Oracle Home Apps Mid tierJDK Database
6.0.8.25
10.1.2.2
10.1.2.3
10.1.2.3
1.0.2.2 1.4.2
10.1.3.0 1.5
10.1.3.4 1.6.0
10.1.3.5
10.1.3.4 1.6
9.2.0.6
10.2.0.3
11.1.0.7
10.2.0.5
10.2.0.5
For details Oracle E-Business Suite Release 12.1 Maintenance Pack Installation Instructions (752619.1)
56 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
TARGET
12.1
B ,C B ,C
11.2.0.1 / 11.2.0.2
12.1
B ,C
11.1.0.7
12.1 10.2.0.5
11.5.9/cu1 11.5.10/cu1
A. Upgrade database and EBS level in a single downtime B. Upgrade database and EBS level in separate downtimes C. Apply upgrade interoperability DB patches and then upgrade EBS
12.1
10.2.0.4 10.2.0.5
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209
195
(25 removed,11 added)
201
(25 removed,17 added)
No changes
104242
144940
156622
23408
31 GB 26 GB 268359 NA
NA
NA ~23474 ( Vs 12.1.1)
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Benefits
Customers can focus on what has changed Easier to analyze impact on customizations, planned test coverage Differences viewable for all products in the same report via simple UI
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Customer snapshot
http://www.oracle.com/customers/snapshots/chicago-public-schools-ebs-snapshot.pdf
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#hrs for D driver:~10 hrs US, ~13 hrs NLS (11.5.10.2 -> R12.1.1) #hrs for DB Portion:~2.5 hrs US, ~1 hr NLS (R12.1.1 -> R12.1.3)
70 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
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2007 11.5.10
2008
2009
2010
2011
2012
Nov 10
Premier
Extended
Fee Waived
Sustaining
Jan 15
Jan 12 R12 GA
Fee Waived
Premier
Extended
Sustaining
May 14 R12.1 GA
Fee Waived thru May 15
May 17
Premier
Extended
Sustaining
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Additional Resources
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HTML and PDF versions of each book Enhanced cross-book search Alphabetical master book list http://download.oracle.co m/docs/cd/E18727_01/ind ex.htm
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Key documents and webcasts on EBS upgrade Specific to a product area and upgrade path
Tech Stack: Doc 269.1 Financials & Projects: Doc 256.1 HCM: Doc 257.1 Manufacturing: Doc 258.1
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Steps you thru 11i to 12.1 upgrade Filters out steps that dont apply Indicates critical patches Keeps log & status Allows custom steps & annotations My Oracle Support > Doc ID 215527.1
85 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
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Upgrade Process Overview Customer Upgrade Snapshots Extended Support for 11i and Additional Resources
88 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
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Q&A
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