best secret - using oracle isetup
DESCRIPTION
Implementation of Oracle iSetupTRANSCRIPT
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Oracle’s Best Kept SecretOracle iSetup
Kirk WilliamsFrontier Consulting, Inc.
Senior Oracle Consultant
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Oracle iSetupOracle iSetup
Simplifies the Setup and Administration of the Oracle E-Business Suite; thereby Reducing Implementation and Administration Time, Cost, and Risk
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Learning ObjectivesLearning Objectives
• As a result of this presentation, you will be able to:Understand the iSetup Components and
ArchitectureKnow the Benefits and Limitations of iSetupUnderstand the Ongoing Management
capabilities of the Oracle E-Business SuiteKnow the Supported Products, Upcoming
Products and Future Direction
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Speaker’s QualificationsSpeaker’s Qualifications
• Kirk Williams is a Sr. Oracle Consultant and Project Manager at Frontier Consulting
• Kirk speaks frequently on the capabilities of Oracle Applications at Local, Regional and National Conferences
• Kirk writes Training Material and Project Plans for Supply Chain and Manufacturing Implementations
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Presentation Agenda Presentation Agenda
• Oracle iSetup 11i.9 Introduction
• Benefits of iSetup
• iSetup Configurator, Migrator and Reporter
• iSetup Process and AIM Tasks
• Limitations of iSetup
• Supported Products and Future Direction
• Q&A
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iSetup Meeting Business NeedsiSetup Meeting Business Needs
• Customers to go-live in days and weeks versus months or years
• Implementers to configure setup parameters quickly, without the use of Forms and specific Oracle Applications expertise
• Quick migration and copy of setup data between Applications to reduce time and effort and ensure data consistency between environments
• Quick creation of Application instances for testing and easy migration of changes from one instance to another
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iSetup Meeting Business NeedsiSetup Meeting Business Needs
• Easy re-use of industry solution setup data among implementation projects to reduce time and risk
• Implementers can view setup data they have configured through iSetup before loading it into an applications instance
• Implementers can view current configuration settings in an applications instance
• Implementers can keep an audit trail of detailed setup choices
• Implementers can show and validate setup choices with their customers
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Typical Implementation LifecycleTypical Implementation Lifecycle
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Oracle iSetup BenefitsOracle iSetup Benefits
• Improve Margins – Deliver fixed-priced services in less time and with fewer resources
• Reduce Cost – Reduce engagement costs to customers as a result of less time and effort to complete setups
• Reduce Risk – Better utilize your Oracle expertise during implementations with proven and consistent setup data. Verify your setups with customers through detailed reports
• Reduce Maintenance and Support Costs – Avoid additional time and cost required to fix mistakes during setup with valid configurations. Avoid human error in replicating setups across environments
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iSetup Product Support Rel. 11i9 iSetup Product Support Rel. 11i9
• Oracle General Ledger
• Oracle Accounts Payable
• Oracle Accounts Receivable
• Oracle Cash Management
• Oracle Fixed Assets
• Oracle Purchasing
• Oracle Human Resources
• Oracle Bill of Materials
• Oracle Inventory
• Oracle Engineering
• Oracle Work in Process
• Oracle Order Management
• Oracle Shipping
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iSetup Functional ArchitectureiSetup Functional Architecture
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• For initial implementation• Collects requirements by
presenting business questions• Derives setup options based on
your responses• Incorporates leading business
practices into template data• Loads all the setup data with the
click of a button
iSetup ConfiguratoriSetup Configurator
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iSetupLoader
APIs
iSetup Configurator
User
Configurator
Database
Packaged
Configuration File
iSetup.oracle.com
E-Business Suite
Setup
Tables
API
Repository
Configurator ArchitectureConfigurator Architecture
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Saved ConfigurationsSaved Configurations
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Incomplete ConfigurationIncomplete Configuration
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Status of IncompleteStatus of Incomplete
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Configuration DownloadConfiguration Download
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Administration TasksAdministration Tasks
• Installation of a Central Instance with a dbc file for Each Remote Instance
• Mapping Databases for Central, Source and Target Instances
• Preparing Target Instances for Migrations
• Recompile Database Objects
• Set Open Cursor Limit from 500 to 750
• Set Sleep Seconds for Concurrent Manager
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Recommended Database TopologyRecommended Database Topology
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Database MappingDatabase Mapping
Use this button to create a Mapping
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Creating Database MappingCreating Database Mapping
A dbc file will need to exist on the
Central Instance for any SID
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Update Database MappingUpdate Database Mapping
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• Automates moving of setup data from one instance to another
• Generates additional setup data based on existing data. For example:– Create a new Accounting Calendar– Create a new Chart of Accounts
iSetup Migrator
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iSetupLoader
APIs
User
Packaged
Configuration File
Source Instance
Target Instance
Setup
Tables
Data Model
Setup
Tables
Data Model
iSetupExporter
APIs
iSetupMigrator UI
Migrator ArchitectureMigrator Architecture
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Create Migration Selection SetCreate Migration Selection Set
Create a selection
set from a predefinedTemplate
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More Migration Selection SetsMore Migration Selection Sets
There are currently 14 pre-defined templates
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Migration Selection SetsMigration Selection Sets
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Review Extract Selection SetReview Extract Selection Set
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Submit Extract Selection SetSubmit Extract Selection Set
For a Financials or Discrete Manufacturing
Extract, you may want to schedule for a later run
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Migration ExtractsMigration Extracts
You can download to your local system or
permanently delete the snapshot
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View Extract DetailsView Extract Details
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Download Migration SnapshotDownload Migration Snapshot
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Migration Load HistoryMigration Load History
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Migration Load RequestMigration Load Request
You can load from an iSetup Configuration, a
snapshot extract or from your local system
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Review Load RequestReview Load Request
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View Load DetailsView Load Details
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Restart Load RequestRestart Load Request
Here are the 3 restart options from a failed setup step
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• Report on Setup data• Maintain snapshots for later reference• Compare setup data across instances• Compare setup data at different times
iSetup Reporter
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User
Packaged
Configuration File
Source Instance
Setup
Tables
Data Model
iSetupExporter
APIs
iSetupReporter
Reporter ArchitectureReporter Architecture
Reports
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Report HistoryReport History
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Report RequestReport Request
You can Report from an iSetup Configuration, a
snapshot extract or from your local system
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Report from SnapshotReport from Snapshot
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Report Request OptionsReport Request Options
Reports normally complete timely, but
they can also be scheduled for later
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Report Request ConfirmationReport Request Confirmation
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View Request DetailsView Request Details
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Report OutputReport Output
You can view the output from a printable page
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Printable OutputPrintable Output
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iSetup and AIM TasksiSetup and AIM Tasks
• RD.020 – Conduct Current Business Baseline Complete iSetup Questionnaire
• RD.050 – Gather Business Requirements Complete iSetup Questionnaire
• BR.020 – Prepare Mapping Environment Run iSetup Loader
• BR.100 – Define Application Setups Run iSetup Loader Edit iSetup BR.100 document
• TE.060 – Prepare Testing Environments Run iSetup Loader
• PM.040 – Prepare Production Environment Run iSetup Loader
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iSetup and using AIMiSetup and using AIM
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iSetup Integration StrategyiSetup Integration Strategy
Analyze to Agreement
Forecast to Plan
Requisition to Receipt – Direct
Requisition to Receipt – Indirect
Supplier Return to Debit
Supplier Return to Replacement
Inspect to Disposition
Receipt to Assets
Supplier Invoice to Payment
Signal to Replenishment
Expense to Post
PR0153
Distribute Issued
Purchase Orders
PR0153
Distribute Issued
Purchase Orders
• Distribute Purchase Order to Supplier. Distribution is done via email, fax, mail or other electronic or manual means.
GoodsAccepted?
GoodsAccepted?
YES
NO
PR1180
ManageNon-Production
Requisitions
PR1180
ManageNon-Production
Requisitions
• Create a requisition defining the non production, service, administrative, items needed.
• Requisition may be for Fixed Assets or non–catalog items or one time purchases.
PR0128
AuthorizeRequisitions
PR0128
AuthorizeRequisitions
• Approvals can be controlled using amount or account code.
PR1182
Issue a Purchase
Order
PR1182
Issue a Purchase
Order
• PO can be automatically created from Requisition.
• PO can be created manually.
PR0129
AuthorizePurchase
Orders
PR0129
AuthorizePurchase
Orders
• Approvals can be controlled using amount or account code.
PR1935
Receive Non Production
Goods & Services
PR1935
Receive Non Production
Goods & Services
• The non–production goods arrive at the requisitioner/receivers desk.
Supplier Return to DebitSupplier Return to Replacement
Supplier Invoice to Payment
ContractRequired
?
ContractRequired
?
YES
NO
Analyze to Agreement
KPI
KPI
KPI
Business Information
System Configuration
Oracle iSetup
BusinessFlows
Tutor Procedures
Workflows
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Project TimelineProject Timeline
Contract
Signed
Implementer
Selected
Hardware
Ready
Apps
Installed
Begin
iSetup
Configuration
Begin
Testing
Load
iSetup
Configuration
1 5 6 15 17 18 19
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Loading Multiple InstancesLoading Multiple Instances
iSetup Configurator
CRP
System
Test
Production
OriginalConfiguratio
n
RevisedConfiguratio
n
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Alternate ApproachAlternate Approach
iSetup Configurator
CRP
System
Test
Production
OriginalConfiguratio
n
Backup
Refine
iSetup Configurator
CRP
System
Test
Production
OriginalConfiguratio
n
Backup
Refine
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Configuring Test ScriptsConfiguring Test Scripts
• Assumptions– One RT per form– Data driven– Dynamic linking between RTs to support any
business flow
iSetup
Bus. Flow
Setup Data
Configured RT Suite
Customized Data Files
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Oracle iSetup BenefitsOracle iSetup Benefits
• Improve Margins – Deliver fixed-priced services in less time and with fewer resources
• Reduce Cost – Reduce engagement costs to customers as a result of less time and effort to complete setups
• Reduce Risk – Better utilize your Oracle expertise during implementations with proven and consistent setup data. Verify your setups with customers through detailed reports
• Reduce Maintenance and Support Costs – Avoid additional time and cost required to fix mistakes during setup with valid configurations. Avoid human error in replicating setups across environments
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SummarySummary
Knowledge of iSetup Components and their Functions
Advantages & Disadvantages of iSetupCosts of Implementation, Migration,
Upgrade or Re-Implementation OptionDiscuss Product Support and Future
Direction
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Additional ResourcesAdditional Resources
• Appsnet– http://www.oracle.com/appsnet– Technology Rapid Implementation
• iSetup web site– http://isetup.oracle.com– Read overview and view tutorial
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ContactsContacts
• Jim Lange, Product Director
E-mail: [email protected]
Phone: 425-820-1203
• Manoj Gupta, Product Manager
E-mail: [email protected]
Phone: 650-506-5947
• Kirk Williams, Project Manager
E-mail: [email protected]
Phone: 832-244-6255
Frontier Office: 713-778-0799
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Q & A
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Thank You!