10 tips for successful 12.2 upgrade

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10 Tips for a successful R12.2 Upgrade Ravi Madabhushanam Apps Associates LLC

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10 Tips for a successful R12.2 Upgrade

Ravi Madabhushanam

Apps Associates LLC

About the Presenter

• Ravi Madabhushanam• Sr. DBA / Architect at Apps Associates LLC

• 10 years of experience with multiple Oracle technologies - Oracle Applications, Oracle Business Intelligence and Data Integration

• Oracle Apps DBA with multiple years of experience across implementations, upgrades and platform migrations – 11i to 12.2.x

• Solution Architect focused on enabling Oracle products on cloud platforms and Business intelligence solutions

• Certified Amazon Web Services - Solution Architect

#NEOAUG14F

Performance. Growth. Excellence.• Global Reach, Broad Service Profile

• Founded in 2002, 600+ employees

• US, Europe, India, Middle East

• Service Offerings: Applications, CRM, Analytics, EPM, Cloud, Middleware, Application Development, App & Infrastructure Managed Services

• Significant Investment in R&D

• Cloud (IaaS, PaaS, SaaS)

• Business Process & System Integration

• Analytics & Big Data

• Strategic Partnerships, Certifications, Credentials

• Oracle Platinum Partner, Oracle Specialized Across Our Portfolio of Services

• AWS Advanced Consulting Partner, Certified Managed Services Provider

• Microsoft Certified

• CMMI Level 3 & SSAE 16

About the Apps Associates

Session Agenda

• Oracle E-Business Suite 12.2 Upgrade – Top 3 reasons

• 10 Tips for Successfully 12.2 Upgrade

• Summary

• Q & A

5

Oracle E-Business Suite 12.2.x

Top 3 Reasons for Upgrade

Top 3 Reasons for 12.2.x Upgrade

• Life time support policy

• Leverage latest technology enhancements

• Future innovation is focused on 12.2.x

Life Time Support Policy

Oracle E‐Business Suite Technology Stack Overview & Certification Roadmap by Steven Chan, OOW’14

Technology Enhancements

• Online Patching• Enabled by Edition Based Redefinition of Oracle Database 11g

• Zero – downtime patching for Oracle E-Business Suite

• Built on Fusion Middleware – WebLogic Platform• Stable and Scalable middle tier

• In-Memory enhancements to Applications• Applications built to leverage Database In-Memory capabilities of Database

12c

Future InnovationsOperational Efficiencies

Oracle VM Templates

Application Management Suite

Test Automation

Online Patching

Ease of Integration

User Experience Innovation

EBS Extensions for Endeca

Smartphone Apps

Tablet Optimizations

Simplified User Interfaces

Functional Innovations

In-Memory Applications

New Products

10

10 Tips for Successful 12.2 Upgrade

10 Tips for 12.2 Upgrade

1. Gather Key Reference Materials2. Finalize Your Upgrade Path3. Identify Impact on Supporting Applications4. Prepare for Architectural Changes5. Re-evaluate Application Sizing6. Plan for Customization Development Impact7. Prepare to Minimize Upgrade Downtime8. Understand Your Upgrade Process9. Online Patching – What Does It Mean To You10. Understand the Factors affecting Time & Resources

Reference Materials

• Obvious and most important step of all…

• Start with 12.2 Documentation – Upgrade guide• Oracle E-Business Suite Upgrade Guide Release 11i to 12.2

• Oracle E-Business Suite Upgrade Guide Release 12.0 and 12.1 to 12.2

• Content Documents – to know what’s changed (1302189.1)

• Oracle E-Business Suite Product Specific Release Notes, Release 12.2.4 (Doc ID 1903217.1)

• Scenarios for Getting Started With Oracle E-Business Suite Release 12.2 (Doc ID 1587195.1)

Technical Reference Materials

• Oracle E-Business Suite Technical Planning Guide, First Edition, Release 12.2 (Doc ID 1585857.1)

• Useful 12.2 Documents For Customers And ATG Support Engineers (Doc ID 1585889.1)

• EBS Transfer of Information Online Training, Doc 807319.1 (Recorded Videos)

• Oracle E-Business Suite Release 12.2 Information Center - Upgrade (Doc ID 1583158.1)

• Oracle E-Business Suite Release 12.2: Consolidated List of Patches and Technology Bug Fixes (Doc ID 1594274.1)

• MOS Hot Topics ( …be proactive )

Upgrade Path

• Multiple upgrade paths are available for earlier versions of Oracle EBS

< 11.5.9 11.5.10.2 + Baseline 12.2

11.5.9 12.1 12.2

11.5.9 11.5.10.2 + Baseline 12.2

11.5.10.2 Baseline 12.2

12.0/12.1 12.2

Database and Operating System

• Minimum required database version for 12.2 – 11.2.0.3• Recommended version 11.2.0.4

• Latest certified version for 12.2.4 – Database 12c ( 12.1.0.1)

• Not all features of 12c are certified • Ex: Advanced Compression, Database Vault, Transportable DB/Table spaces

• Operating systems certified• 64-bit only

• OEL / RHEL 5 and 6

• Oracle VM – minimum version 3.2

Upgrade Path Contd…

• Upgrading all components at once requires longer maintenance duration

• 32-bit environments are no longer supported – 64-bit is a must

• Position it with hardware refresh cycle• Operating system upgrade can be addressed easily

• Enables OS/ Virtualization / Platform changes easily

• Database upgrade can be performed ahead of time ( if certified )

• Balance between the number of downtimes, risk and number of regression testing cycles required for each change

Supporting Applications• Switch from Oracle Single Sign-On to Oracle Access

Manager 11gR2• 12.2 is certified only with Oracle Access Manager 11g• OAM 11gR2 (11.1.2) is certified for 11i and 12.0/12.1.3• “Overview of Single Sign-On Integration Options for Oracle E-

Business Suite” (1388152.1)

• Switch from Oracle Portal to Oracle Webcenter Portal• 12.2 is certified only with Oracle Webcenter Portal• Oracle Webcenter Portal 11gR2 (11.1.1.6) is certified for

12.0/12.1.3

• Oracle Discoverer 11g• Minimum version – 11.1.1.6.0 / 11.1.1.7.0• Option to migrate to BICS

Planning and Preparing for Your Upgrade to Oracle E-Business Suite 12.2 , Anne Carlson , OOW14

Supporting Applications

• Business Intelligence Applications• 7.9.6.4 , 11.1.8.1 are certified with 12.2.4• 11.1.7.1 certified with 12.2.3 (check latest certification matrix)• Upgrade of components may be required

• Oracle Enterprise Manager• Latest Application Management Suite (12.1.0.3.0) with OEM12c - 12.1.0.4.0

• Oracle E-Business Suite Extensions for Oracle Endeca• Need to reinstall post 12.2.4 upgrade process

• Integrated SOA gateway• REST services and Asynchronous Web Service support

Architecture ChangesE-Business Suite 12.2 Architecture

Architecture Changes

Installation, Cloning and Configuration of Oracle E-Business Suite 12.2, Max Arderius , OOW14

© Copyright 2014. Apps Associates LLC. 21

Architecture – Web Logic

WLS Domain Managed Servers

• oacore: Core functionality in EBS middle tier Java code, including OAF based functionality for EBS products

• oafm: Web services, Secure Search and Oracle Transport Agent, etc

• forms: Serves all Oracle forms functionality

• forms-c4ws: Exposes Oracle forms-based functionality as web services

Installation, Cloning and Configuration of Oracle E-Business Suite 12.2, Max Arderius , OOW14

Architecture – Multi Node

Installation, Cloning and Configuration of Oracle E-Business Suite 12.2, Max Arderius , OOW14

Architectures Changes

• Major changes in application tier with multiple file systems and WebLogic components

• Changes the way we handle customizations to configuration files, interfaces and code migrations

• Changes the role of autoconfig

• Cloning and scale out process and needs to be evaluated carefully

Application Sizing

• Dual File system on application tier requires additional storage• 2x space requirements across all environments• PATCH file system is NOT optional.. It is THE only way to apply patches

• Review latest 12.2 sizing document

(Oracle E-Business Suite Installation Guide: Using Rapid Install )• DB and App Tier Sizing Guidelines • JVM Parameter Settings for 64-bit Java on WLS Web Tier • Additional resource requirement due to online patching process

• Oracle E-Business Suite Release 12.2: Upgrade Sizing and Best Practices (Doc ID 1597531.1)

Customization Development Impact

• New logical view of the data model

• New 12.2 coding standards

• Reports to identify coding standards violations

• Preparing custom code for 12.2

• Integrating custom and third-party products

• Ongoing deployment considerations

• New OAF UI standards

Planning and Preparing for Your Upgrade to Oracle E-Business Suite 12.2 , Anne Carlson , OOW14

New Logical View of the Data Model

New Data Model in 12.2

• All code must access the data model via APPS synonyms

• Direct access to underlying tables may result in inconsistent results

Planning and Preparing for Your Upgrade to Oracle E-Business Suite 12.2 , Anne Carlson , OOW14

12.2 Coding Standards

• A minimal set of standards must be followed for custom code• All code must access the data model through the APPS synonym

• Table names must be unique at 29 bytes

• Additional standards for custom code to itself support Online Patching, e.g.• Column names must be unique at 28 bytes

• Tools to validate the custom code before and after 12.2 upgrade• Online Patching Readiness Reports

• Online Patching Standards Checkers

• Third party products and integrations must be validated as well

• See EBS Developer's Guide Release 12.2, Chapter 7 for full standards list

Planning and Preparing for Your Upgrade to Oracle E-Business Suite 12.2 , Anne Carlson , OOW14

Upgrade Downtime Reduction

• Iterate on a step-by-step plan of tasks and timings

• Optimize your timing• Tune performance of core upgrade driver

• Identify long-running jobs & SQLs, check MOS for known issues & workarounds

• Minimize duration of tasks done before & after core upgrade driver runs

• Examples: interim backups, final acceptance testing

• Validate that upgrade fits within your downtime window

• See Best Practices for Minimizing Oracle E-Business Suite Release 12 Upgrade Downtime (Doc 1581549.1)

Planning and Preparing for Your Upgrade to Oracle E-Business Suite 12.2 , Anne Carlson , OOW14

Understand Your Upgrade Process

Pre-requisites

• Migrate to OATM

• Migrate to certified external services

• Use purge programs to remove unnecessary data

DB/OS preparation*

• Upgrade to latest certified database patch set

• Upgrade operating system

Install 12.2 File system

• Use Rapid install to lay down 12.2.0 code

• Apply latest technology patches as per 1594274.1

Understand Your Upgrade Process

Upgrade to 12.2.0

• Marge latest upgrade driver fixes

• Use auto patch to upgrade to 12.2.0

• Do not bring up system for testing

Enable Online Patching

• Apply updates to custom code as per recommendations

• Run enablement process

Upgrade to 12.2.4

• Apply latest AD & TXK RUP’s patches

• Apply EBS 12.2.4 rollup in downtime mode

• Bring up system for testing

Planning and Preparing for Your Upgrade to Oracle E-Business Suite 12.2 , Anne Carlson , OOW14

Understand Your Upgrade Process

Deploy Translations

• Deploy non-US languages

Deploy Custom code/integrations

• Deploy Apps tier custom code per new 12.2 process

• Deploy external integrations

Scale out to multi node

• Add additional middle tier nodes -scale out process

Planning and Preparing for Your Upgrade to Oracle E-Business Suite 12.2 , Anne Carlson , OOW14

Online Patching

Installation, Cloning and Configuration of Oracle E-Business Suite 12.2, Max Arderius , OOW14

Online Patching

• Online Patching cycle includes 5 phases

• Application is only offline during the “Cutover” phase

• Online Patching is used to apply all patches in 12.2

• What does it mean to end users• Less down time – more availability

• What does it mean from administration perspective• Increased maintenance workload on DBA team• Patch cycles are longer for even small patches• Simple OAF deployments now need full patch cycle• Manual deployment possible but not suggested by Oracle

Factors affecting Time & Resources

• Don’t Assume Same Time and Resources as for the Prior Upgrade to 12.1

• Up-skilling requirements are different• Learn about Online Patching and WebLogic Server vs. Global Financials architecture

• Remediation of customizations and integrations is different• Comply with new Online Patching coding and deployment standards vs. adapt to

Financials functional flows and data model changes

• Testing focus is different• Validate customizations and integrations work with Online Patching vs. validate

historical accounting data and new Financials processes

Planning and Preparing for Your Upgrade to Oracle E-Business Suite 12.2 , Anne Carlson , OOW14

Time and Resources

11.5.10 to 12.1 12.1 to 12.2

Amount of functional and business process change

Changes to accounting and tax configurations

Volume and quality of historical accounting data

Number & complexity of customizations & integrations

Complexity of topology – e.g., multi-nodes, nodes inside and outside the firewall, RAC

Planning and Preparing for Your Upgrade to Oracle E-Business Suite 12.2 , Anne Carlson , OOW14

© Copyright 2014. Apps Associates LLC. 36

Team Composition11.5.10 to 12.1

Functional team is key

12.1 to 12.2

Technical team is key

Planning and Preparing for Your Upgrade to Oracle E-Business Suite 12.2 , Anne Carlson , OOW14

Recap

1. Gather Key Reference Materials2. Finalize Your Upgrade Path3. Identify Impact on Supporting Applications4. Prepare for Architectural Changes5. Re-evaluate Application Sizing6. Plan for Customization Development Impact7. Prepare to Minimize Upgrade Downtime8. Understand Your Upgrade Process9. Online Patching – What Does It Mean To You10. Understand the Factors affecting Time & Resources

Connect With Us• Web: www.appsassociates.com

• Email: [email protected]

• YouTube: www.youtube.com/user/AppsAssociates

• LinkedIn: www.us.linkedin.com/company/apps-associates

• Twitter: @AppsAssociates

• Facebook: www.facebook.com/AppsAssociatesGlobal

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