Integrations Localizations

Rev A.14 Sheet 1 of 1Copyright (c) 2012 Oracle Corporation ▪ All Rights Reserved

Order M

anagement ■ A

dvanced Pricing ■ A

greement M

gmt ■ A

pparel Mgm

t ■ Configurator ■ D

emand S

cheduling Execution ■ Fulfillm

ent Mgm

t ■ Product Variants ■ S

ales Order M

gmt (S

ales Order E

ntry ■ Sales O

rder Processing) ■

Custom

er Relationship M

anagement ■

Sales

(Advanced P

ricing ■ Sales Force Autom

ation ■ Sales O

rder Managem

ent) ■ Service

(Service Mgm

t) ■S

upport(Branch S

cripting ■ Case M

gmt ■ C

ustomer S

elf-Service ■ Solution Advisor) ■ O

racle CR

M O

n Dem

andSu

pply

Cha

in P

lann

ing ■

Ord

er P

rom

isin

g ■

Ora

cle

Val

ue C

hain

Pla

nnin

g ■

Supp

ly C

hain

Exe

cutio

n (L

ogis

tics)■

Adv

ance

d S

tock

Val

uatio

n ■

Bulk

Sto

ck In

vent

ory ■

Inve

ntor

y M

gmt ■

Pro

duct

Var

iant

s ■

RFI

D P

roce

ssor

■ T

rans

porta

tion

Mgm

t ■ W

areh

ouse

Mgm

t ■Fo

od a

nd B

ever

age

Prod

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Gro

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Mgm

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row

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Con

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Rea

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Mgm

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Rea

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Fore

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Hom

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Manufacturing■ Manufacturing Mgmt (Manufacturing Accounting ■ Shop Floor ■ ETO Foundation ■ Lean Execution ■ Product Data Mgmt ■ Product Costing) ■Configurator ■ Demand Flow Manufacturing ■ Plant Manager's Dashboard ■ Quality Mgmt ■ Requirements Planning ■Oracle Agile PLM ■Supply Management (Procurement) ■ Advanced Pricing ■ Agreement Mgmt ■ Buyer Workspace ■ Operational Sourcing ■ Procurement and Subcontracts Mgmt ■ Product Variants ■ Requisition Self-Service ■ Supplier Release Scheduling ■ Supplier Self-Service ■Project Management■ Project and Government Contract Accounting ■ Contract and Service Billing ■ Project Costing

Database Server

Upgrade type selected (Technical or Business Process Re-engineering)

Project plan with budget, schedule and team completed with measurable metrics for ROI

Get an active executive sponsor

Get business users involved

Create a simple value proposition

Define the business case

Dedicated project management structure with partner and executive sponsor

Engage Oracle Consulting Services or partner with multiple successful projects

Clean up the environment – archive and purge; system integrities

Minimize custom code (use a subset of customization) with a slimmed down retrofit list

Update hardware (based on sizing) and operating system if needed

Testing plan with associated resources

Performance and scalability testing

Training plan – utilize Oracle User Productivity Kit (UPK)

Communication plan – Communicate! Communicate! Communicate!

Share your experience – Upgrade Consortium, user conferences, story, reference

Party! Celebrate your successful go-live

support.oracle.com and communities.oracle.com

Customer ID (CSI)

Revised 24 Jan 20127700 Technology Way ▪ Denver ▪ Colorado ▪ USA RELEASED

Dry Run DataConversions

Go LiveMockGo Live

User Acceptance

Testing

correct

Unit testretrofit mods

correct

Unit test legacy integrations and

interfaces

Retrofit requiredsource release

integrations to DV

Retrofit required source release

mods to DV

Integration Tests

Round 1

IntegrationTests

Round 2 w/ security

Conf Room PilotNo. 1

Power user focus

Conf Room PilotNo. 2

Items not in CRP #1

Retrofit and Unit Testing

Finalizeproject planwith partner

Integration and CRP test plans

Craftbusiness case

Security and compliance audit

Capturebusiness

processes

Determineupgrade type

Traininganalysis

and plans

Systemreview and

analysis

Supportsetup

Audit/documentcurrent business

processes

Define success criteria for BPR

Business processimprovement workshops

Business process rationalization

Business ProcessRe-engineering (BPR)

on demand

LocalizationsTraining

Data

Hardware EnvironmentBusiness Process Re-Engineering

Technical (standard)Business Process Re-engineering (BPR) with or without ERP instance consolidation

Determine if manual or automated processes will be used.

Comprehensive review hardware, operating system and other related system componentsDevelop or validate current archive and purge strategyReview MTR supportmatrix (Minimum Technology Requirements)Consider hosted or on-demand solutions as lower capital expense solutions compared to hardware buys.Compare OS upgrade to new OSCalculate hardware sizing

Complete at least five conversions to check integrity and establish time.

Consider 2 mock runs minimum

Upgrade type(technical or BPR)

Hardware selection(new, rebuild, on demand)

correctcorrect correct

KPIs Goals Hard metrics

System software(on premise, on demand)

Project governanceProject organizationProject timelinesProject documentationProject staffingChange management

Perform data conversion during off-cycle (non-testing) periods (particularly weekends).

System Integration Testing

BPE Business Process Re-engineeringCNC Configurable Network ComputingCPU Critical Patch UpdateDV DevelopmentESU Electronic Software UpdateMOS My Oracle SupportMTR Minimum Technical RequirementsOATS Oracle Applications Testing SuitePD ProductionPS PristinePY Prototype (test)TC Table ConversionUAT User Acceptance TestingUPK Oracle User Productivity Kit

OATS

Goal: Ensure alignment between upgraded software and BPFs

Establish go live and post go live (initial 30 to 90 days of production) support connections and plansEnter Service Request for Upgrade Planning for the Technical Upgrade Support Team per MOS 974500.1 (JDE E1)

Leverage Oracle resourcesLeverage partner experience

OATS Oracle AutomatedTesting Suite

UPK

OVM

Oracle UserProductivity Kit

Oracle VM

OOD Oracle On Demand

Integration Conference Room Pilot

UPK

User doc impactAvailable training docsTraining specificationsTraining materialsDelivery mechanism selectionTraining usability analysis

UPKOATS

Oracle Product Features (eUVP and eSOD) [MOS 1310896.1]apex.oracle.com/pls/apex/f?p=24153

Training

Go Live

Data

IBM ROI tool for upgrading JD Edwardsk.kmaone.com/jderoi

Engage experienced partner to evaluate challenges and opportunities associated with merging ERP instances.For ERP consolidation set success parameters: KPIs, goals, hard metrics

ERP instance consolidation

(optional)

General Testing Tips

Run performance tests to all geographiesRun scalability tests with maximum concurrent user count plus 10% to 20% minimum for each geographyInclude complete securityConsider threshold (break) testing

Do not forget to have a team party and submit your story to Oracle’s reference program.

Utilize a partner with experienced business process analyst

Leverage out-of-the-box standard BPFs if possible

Orderand receive

new hardware

Installand configurenew hardware

Install newJD Edwards

software

Smoke test newenvironment

on premiseor hosted

Ensure third party legacy systems integrated to JD Edwards are current and meet relevant MTRs.

System Environment

new onpremise

hardware

Validate fixes, corrections, updates

Performance and Scalability

Testing

Technical

Performance and Scalability Users

Tips for project success

OracleIBM

n Technical upgraden

n Business process re-engineering

Planning and evalutation

n Hardware environment

n Software and system environment

n Finalize post upgrade

Performance Lifecycle Testing Tips

Specify business priorities and process flows that cannot be compromised Establish and agree what is critical to the businessEvaluate current application, database, and system designDefine application functionality options required for the businessPredict, estimate, and model performance targets Validate targets with the business usersTune applications or system performance Monitor and measure ongoing software performance as well as system capacityTrend results for any degradations (batch processing times, BSFN calls, database statistics)

Softwareand System

Hardware and Infrastructure

Technology

LoadTesting

Red StackBlue StackIntegrationsHardware PlatformDatabase and App Server

ApplicationToolsIntegrations

Network InfrastructureWANLANServers,Workstations

Development Test End Users

SupportCoordinator

TrainingCoordinator

Pristine Prototype(aka Testing)

Development Production

UnitTesting

System Integration

Testing

User Acceptance

Testing

PerformanceScalabilityConference Room Pilots

With security enabled

Power users

IntegrationLegacyRetrofitted mods

Interfaces Integrations

BusinessRepresentative

Business

Partner role(typical)

ImplementerCNC

Customer or partner role (varies)

Project Manager

Customer role

Executive Sponsorand Steering Committee Chair

Steering Committee

Testers

Developer(s) ImplementerTechnical

TestCoordinator

PerformanceTuner

TestDeveloper

Data Conversion Tips

Test with copy of production dataChoose minimum number of test conversions(5 recommended)

Understand multiple queuesEmpty temporary tablesTurn off database triggersRemove other dataPerform index managementExecute table conversions from database server

`

Developer and AdministratorMicrosoft Windows Client

Deployment Server

HTML Server

Enterprise Server

Portal Server

LDAP Server

Business Service Server

Transaction Server

Essential components Optional components

Financial Management ■ General Ledger ■ Accounts Payable ■ Accounts Receivable ■ Fixed Asset Accounting ■ Advanced Cost Accounting ■ Environmental Accounting and Reporting ■ Expense Mgmt ■ Financial Mgmt and Compliance Console ■ Human Capital Management ■ Human Resources ■ eRecruit ■ Manager and Employee Self-Service ■ Payroll (USA ■ Canada ■ Australia ■ New Zealand) ■ Time and Labor ■ Capital Asset Management ■ Capital Asset Mgmt ■ Condition Based Maintenance ■ Equipment Cost Analysis ■ Preventive Maintenance ■ Resource Assignments ■ Service Mgmt Foundation ■ More Oracle ■ Oracle Primavera ■ Oracle Transportation Mgmt

CommunicationsCoordinator

Oracle Upgrade Advisors home page [MOS 250.1]https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=250.1

Oracle MTR for JD Edwards EnterpriseOne [MOS 747323.1]Oracle MTR for JD Edwards World [MOS x]

Vertical Horizontal

Determine need to analyze sizing

Completevendor sizing questionnaire

Vendor analyzes questionnaire

Vendor collaboration on sizing analysis

Vendor provides recommendations

Recommended hardwareordered

IBM ERP hardware sizing questionnairewww.ibm.com/erp/sizing

Threshold[aka Break]

(optional)

Advisor

1

Advisor

2

Advisor

3

Advisor

5

Advisor

4

Advisor

6

Load

test

ing

appl

ied

OATS UPK

OATS

Go Live Tips

All functional testing completed and accepted by different business areasAll technical testing complete and accepted by IT staff and sample end usersCompleted load testing matches anticipated work required from system operating post go-liveTraining delivered to end users and end user expectations setInternal support can answer questions and provide a known issues document for issues not resolved

Sizing Tips … considerInitial implementationJD Edwards upgrade or migration (apps or tools)Adding usersNew modulesNew integrationsNew edge productsArchitecture changesMajor OS version changeMajor DB version changeMajor application server changeUnicode conversionEnabling multi-thread kernels

Sizing benefits:More realistic testingLess production downtimeMore user productivityAvoid unexpected costsHandle peak usage

Learn the value of upgradingBuild the business caseReview product enhancements

Deliver end user trainingDefine go-live strategyPerform upgrade on production data

Learn how to partner with OracleConsider training needsDefine testing and implementation strategy

Validate upgradePerform functional and unit testingPerform load testing

Review critical patches and downloadsPerform upgrade on systemImplement operational training

End user acceptance of systemManagement acceptance of systemProject closure and decommissioning

Oracle Upgrade Advisor Community (online post and chat)communities.oracle.com/portal/server.pt/community/upgrade_advisor/441

Advisor

5Oracle Upgrade Advisorinformation check and review

Advisor

4

Advisor

1Advisor

2

Advisor

3

Leve

l 1Le

vel 2

Leve

l 3Le

vel 4

Advisor

4

Post Go-Live Tips

End user acceptanceManagement acceptanceDecommissioning (where applicable)Project closureStart phase 2 considerations

Meets every 30 to 60 days

Quest IUG

Quest Customer Upgrade Consortium (monthly online)http://www.questdirect.org/groups/JD Edwards EnterpriseOne Upgrade Consortium

Increase competitive advantage with new products and solutions.

Increase user productivity with new and redesigned features.

Simplify, secure and update system infrastructure with new platforms and technologies.

Reduce costs by staying current with Oracle support windows.

Reduce ongoing costs and future costs by reducing custom modifications.

Lower labor costs with better processes, less manual work, common process model.

1) Craft business (value) proposition and plan

2) Recruit strong executive sponsor

3) Employ dedicated project management

4) Minimize modifications and integrations

5) Enlist experienced partner assistance

6) Automate performance and scalability testing

7) Craft training plan with automated delivery

8) Communicated expectations across business

9) Correctly size hardware

10) Deploy robust change management plans

Software Installation Tips

Update your code immediately after installGood predictor for successLeverages what other customers have foundGet the benefit of the testing cycle

Search for new issues using Oracle Change AssistantReview critical issues affecting your business processesIdentify fixes you will take

Schedule changePlan times when you will lay down fixes, and deploy themReduce reactive activities by planning for change

Production Tips

Plan aggregate fixes; stay currentUse Tools releases and updates to stay currentSchedule adoption, including testing effortWhen taking an update take relevant ESUs at the same time

Utilize Oracle Change Assistant with a system redline

Continue proactive searching

Slow rate of change over timeAlways consider the first UpdateSubsequent updates may be optional for static implementations

Purpose and notice statement: This document is for planning purposes only, may not be incorporated into any contract and is subject to change without notification. Process and related information presented for informational purposes only. Actual process and associated activities may vary per customer circumstances. Plan upgrades in conjunction with experienced business partners who have detailed knowledge of implementations and other associated factors including hardware, software modifications, resources and business needs.

C:\DATA\Oracle\Oracle Products\JD Edwards EnterpriseOne\upgrading\upgrade map\JDE E1 Upgrade Map (A14).vsd

Size

Quest Customer Upgrade Consortium (monthly online)http://www.questdirect.org/groups/JD Edwards World Upgrade Consortium

Run horizontal and vertical scalability tests.

Ver

tical

Horizontal

1 2 3 4 5

Custom code, legacy, third party products review

Apply and test localizations

Usertraining

Advisor

5

Use country localizations

yes

correct

noPost Go Live

Supportand Tasks

Advisor

6

Examples:Order to CashRecord to ReportMake to StockHire to Fire

hosted orexisting

hardwareOOD

OVM

Workshop block

!

! ! !

! !! !

! !

!

!!

!

!

!

! !

!

!!

!

!

!

!

OOD!

!

Day

100 business (work) days

End User Web Clients

Performance and Scalability Testing

!

Day

On demand Automated testingOut-of-the-box functionality over custom code

Party!

Workshop

3

Workshop

2

Planning your Upgrade.

Building the Upgrade Business Case.

Analysis.

Pipes, Plumbing and Platforms.

Training tools

Workshop

9

!

OCA Oracle Change Assistant

OCO Oracle Configuration Assistant

Data.

Establish each environment (multi-foundation)

Localization(if applicable)

!

Oracle Customer Support

Initial projectplanning and

partner selection10

0 w

orki

ng d

ays

timel

ine

UPK

Sandbox setupand vanilla assessment

OCA

OCA

n Education items

Red Code. Blue Code.Old Code. New Code.

Test. Test. Test.

Train. Train. Train.

Ready. Set. Go … Live!

Post Go-Live.

Workshop

3

Workshop

12Workshop

11

Workshop

10

Workshop

9

Workshop

8

Workshop

7

Workshop

5Workshop

4

Oracle Technical Catalog for JD Edwards EnterpriseOne [MOS 1361438.1] (replaces paper Programmer’s Guide)Oracle Extensibility Guide for JD Edwards EnterpriseOne [MOS 1199953.1]Oracle Extensibility Guide for JD Edwards World [MOS 1199953.1]

Oracle hardware sizing information for JD Edwards [MOS 748339.1]

Workshop

4Workshop

5Workshop

6

Workshop

7Workshop

8Workshop

9Workshop

10Workshop

11Workshop

12

Other vendor

Online Resources

Party

Workshop

3

Upgrade in fewer days with these accelerators

Project Schedule AcceleratorsUse hosting or on demand service(e.g., Oracle On Demand)Align the business to out-of-the-box capabilitiesLeverage automatic testing (e.g., Oracle OATS)Utilize training tools (e.g., Oracle UPK)

Reference story

Share yoursuccess

Archiveand Purge

Take latest patches and updates for applications and tools.

!

Upgrade Resources Web Site

Oracle Exadata Oracle Exalogic

OHW Oracle Hardware

OHW

Upgrade rock

Upgrade Projects and Technology Office (UPTO) ▪ Discover the art of the possible.

Oracle applications

Custom code

Third party applications

Legacy code

Complete inventory for each categoryCustomizations

Data

Testing

Training

C

H

1 5

www.upgradeJDE.com

Workshop

1 The Story.

Workshop

2 The Business Today.

Workshop

2Workshop

1

Workshop

6

Functional testing complete and accepted

Technical testing complete and accepted

Load testing complete to anticipated need

Internal support ready with known issues

System Integration Testing OATSSystem Environment Retrofit and Unit Testing

UPK

Pull forward potential

Training delivered

Last mock upgrade mirrors go-live

Change control in-place for tables, security

Sandbox(Vanilla enviro)

Custom codethird party apps, and integrations

discovery

Compare current non-standard code and applications with new release functionality and features

Look for opportunities to eliminate or reduce custom objects

JDE E1 compare code toolwww.DWSonline.co.ukJDE W compare code toolwww.aldon.com/index.php?id=oracle-jd-edwards

Oracle Consulting CEMLI code tool for JDE E1

!

!

Generatetraining

materials

Oracle Exalytics

Integrations K

Day

Day

Upgrade project accelerator