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Chekclist For Migration
Chekclist For Migration
NOTE:
This document is specifically limited to the migration of data from Oracle Process Manufacturing Release 11.5.10 to
12.1 or Higher. Upgrades and/or migrations pertaining to the database, operating system, other products (e.g. Order
Management, Oracle Inventory), etc. are not covered in this document.
Date Published
July 18, 2014
Version
3.16
Page 1 of 24
1. Preparation
ALL Customers: The following steps are performed in preparation for migration planning. The information contained in the
referenced documents and note help to explain the overall OPM Migration process and recommendations for ensuring a smooth,
successful migration.
Action
Action Owner
Date Completed
Notes
Page 2 of 24
2.
Pre-Migration
If you have not already done so, you must complete the preparation steps listed above prior to continuing on to this
section.
The following steps are performed while the system is still available for use by end-users. The steps must be performed in the
order presented and before you continue with the other tasks in subsequent sections.
2.
Action
Applicability
Applicable
Patch and
Action Owner
Date
Notes
Completed
Comments
2.1. Install the latest Datafix
ALL Customers
patches.
5750051
Above patch fixes
data corruption
issues with Items
that would affect
migrating OPM
entities.
ALL Customers
Apply following
patches if
migrating to 12.0
4563075
7582494
Apply following
patches if
migrating to 12.1
or Higher
4563075
6694260
Page 3 of 24
2.
Action
Applicability
Applicable
Patch and
Action Owner
Date
Notes
Completed
Comments
10302784
13981860
13795483
ALL Customers
Update
2.4. Execute GL Export
ALL Customers
ALL Customers
ALL Customers
accounts at the
organizations level, as this
is required for migrating
Inventory balances.
2.7. Update Forecast Headers
All Customers
ALL Customers
The Process to
Discrete
Inventory
Transfer
functionality is
leveraged for
Inventory
balance
migartion.
Only those
forecasts that
have a value in
this field will be
migrated.
4699061 and
follow the
instructions
from the
README, as the
application of the
patch does not
automatically run
the validation
scripts.
Additonally,
apply patches
Page 4 of 24
2.
Action
Applicability
Applicable
Patch and
Action Owner
Date
Notes
Completed
Comments
6696828
14082330
if migrating to
12.1 or Higher
2.9. Check the Migration Log
ALL Customers
ALL Customers
corrective actions to
address ALL errors and
applicable warning
messages. Refer to the
Oracle Process
Manufacturing (OPM)
Migration Release 11i to
12.1 or Higher Migration
Messages and Technical
Reference for the required
actions. When completed,
repeat step 2.8
Page 5 of 24
2.
Action
Applicability
Applicable
Patch and
Action Owner
Date
Notes
Completed
Comments
ALL Customers
4582937 and
follow the
instructions
from README
ALL Customers
ALL Customers
corrective actions to
address ALL errors and
applicable warning
messages. Refer to the
Oracle Process
Manufacturing (OPM)
Migration Release 11i to
12.1 Higher Migration
Messages and Technical
Reference for the required
Page 6 of 24
2.
Action
Applicability
Applicable
Patch and
Action Owner
Date
Notes
Completed
Comments
actions. When completed,
go to step 2.12 and
repeat.
Page 7 of 24
The pre-migration steps listed above MUST be completed prior to beginning this section.
There should be no unresolved errors from the pre-migration phase. If errors exist from pre-migration, take the
necessary actions to correct them before proceeding.
The following steps are performed after end-users are no longer allowed to log into the system, but before the system is taken
offline to apply the 12.1 or Higher Upgrade patch. The steps must be performed in the order presented and before continuing with
the other tasks in subsequent sections.
3.
Action
Applicability
Action
Date
Comments
Owner
Completed
Notes
ALL Customers
ALL Customers
Security.
3.3. For ALL existing
ALL Customers
Discrete Inventory
Organizations, ensure
that Lot uniqueness is
Page 8 of 24
3.
Action
Applicability
Action
Date
Comments
Owner
Completed
Notes
set to NO.
3.4. Review, act upon, and
dispose of information
Customers using
ASCP
ALL Customers
using OPM MRP
ALL Customers
ALL Customers
Page 9 of 24
3.
Action
Applicability
Action
Date
Comments
Owner
Completed
Notes
ALL Customers
ALL Customers
Applicable to
customers
migrating from
OPM Order
Fulfillment to
Oracle Order
Management
ALL Customers
pending transfers
Page 10 of 24
3.
Action
Applicability
Action
Date
Comments
Owner
Completed
Notes
Customers using
Standard Costing
Customers using
Actual Costing
Customers using
Actual Costing
actual costing
3.15 Run Lot Cost Process to
Customers using
Lot Costing
Page 11 of 24
3.
Action
Applicability
Action
Date
Comments
Owner
Completed
Notes
Customers using
Lot Costing
Lot costing.
3.17 Run the GMF validation
ALL Customers
scripts
Customers using
OPM Order
Fulfillment
ALL Customers
Page 12 of 24
3.
Action
Applicability
Action
Date
Comments
Owner
Completed
Notes
and/or applicable
warning messages. If
none are found, go to
step 3.21.
ALL Customers
Process Manufacturing
(OPM) Migration
Release 11i to 12.1 or
Higher Migration
Messages and Technical
Reference for the
required actions. After
taking corrective
actions, go to step 3.19
ALL Customers
7513308:R12.INV.A
8363586:R12.INV.A
9143261:R12.INV.A
9403348:R12.INV.A
8359386:R12.GMI.A
10332854:R12.GME.A
if migrating to 12.1
Page 13 of 24
3.
Action
Applicability
Action
Date
Comments
Owner
Completed
Notes
12591131:R12.PO.B
13243968:R12.INV.B
14164954:R12.GMI.B
if migrating to 12.2
CUP4 or lower please apply
patch 18688087:R12.GMF.C
Refer to 12.2 pre-install
patches note published.
Page 14 of 24
4. Post-Migration
Perform the following steps after the application of the 12.1 or Higher Upgrade and before bringing the system back up and
allowing users to log on. The steps must be performed in the order presented.
4.
4.1.
Action
Applicability
ALL Customers
Action
Date
comments
Owner
Completed
Notes
workarounds that
exist for a failure in
the in-line phase. If
none are found, log a
service request.
4.2.
ALL Customers
Page 15 of 24
4.
Action
Applicability
Action
Date
comments
Owner
Completed
Notes
messages. If none
are found, go to step
4.4
4.3.
ALL Customers
Process
Manufacturing (OPM)
Migration Release 11i
to 12.1 or Higher
Migration Messages
and Technical
Reference for the
required actions.
After taking
corrective actions, go
to step 4.2
4.4.
ALL Customers
Page 16 of 24
4.
Action
Applicability
Action
Date
comments
Owner
Completed
Notes
17006749:R12.GMA.C
These patches will transform the
organization_id,
inventory_item_id, lot_number,
and uom columns in GMD,GME,
GME OM WSH, PO, and RCV.
4.5.
ALL Customers
ALL Customers
Page 17 of 24
4.
Action
Applicability
Action
Date
comments
Owner
Completed
Notes
data
14227472:R12.GMI.B
Apply following patch if
migrating to 12.2
18755464:R12.GMF.C
4.7.
ALL Customers
IF you want to
Optional
migrate MAC
accounting rules in
this patch.
(1) Recreate the index
CM_CMPT_DTL_U1.
CREATE INDEX
CM_CMPT_DTL_U1 ON
CM_CMPT_DTL(PERIOD_ID,
COST_TYPE_ID,
ORGANIZATION_ID,
Page 18 of 24
4.
Action
Applicability
Action
Date
comments
Owner
Completed
Notes
INVENTORY_ITEM_ID,
COST_CMPNTCLS_ID,
COST_ANALYSIS_CODE,
COST_LEVEL);
Apply following patch if
migrating to 12.1
13801082:R12.GMF.B
ALL Customers
Migrate Item
ALL Customers
Categories
4.11.
14227472:R12.GMI.B
ALL Customers
Page 19 of 24
4.
Action
Applicability
Action
Date
comments
Owner
Completed
Notes
Migrate OPM
Regulatory data
Customers
using OPM
Regulatory
Management
4.13.
Apply patches
required for
reopening batches.
ALL Customers
Page 20 of 24
4.
4.14.
Action
Recreate open
Applicability
Action
Date
comments
Owner
Completed
ALL Customers
ALL Customers
batches
4.15.
Text to attachments
Notes
12940099:R12.GMA.B
14031707:R12.GMA.B
Apply the following patches if
migrating to 12.2
12940099:R12.GMA.C
Run the GMA: Edit Text Migration
concurrent program to migrate the
OPM Edit Text to attachments for
the organizations, items, lots,
grades, and reason codes. Refer
to the OPM System Administration
Users Guide for details
4.16.
ALL Customers
ALL Customers
Process
Page 21 of 24
4.
Action
Applicability
Action
Date
comments
Owner
Completed
Notes
Manufacturing (OPM)
Migration Release 11i
to 12.1 or Higher
Migration Messages
and Technical
Reference for the
required actions.
After taking
corrective actions,
repeat step 4.10
4.18.
Update items
attributes for
MRP/MPS and Lead
Customers
using ASCP
Planning
ALL Customers
Page 22 of 24
4.
Action
Applicability
ALL Customers
Optional
Action
Date
comments
Owner
Completed
Notes
Page 23 of 24
Page 24 of 24