Upgrading to EnterpriseOne 9.2Orange County Sanitation District

Prepared by:Eric HsiehPrincipal IT AnalystOrange County Sanitation District

Session ID#: 100030

#JDEINFOCUS

471 square miles200 million gallons per day2.5 million population20 cities, 4 special districts15 pumping stations

2 treatment plants

OrangeCounty

PacificOcean

Ocean Pipeline

ReclamationPlant No. 1

TreatmentPlant No. 2

NewportBeach

FountainValley

Santa Ana

LosAlamitos

BuenaPark

Tustin

Garden Grove

Placentia Yorba Linda

AnaheimAnaheim

Orange

La PalmaCypress

Westminster

Irvine

StantonVillaPark

CostaMesa

HuntingtonBeach

SealBeach

La HabraBrea

Fullerton

OCSD Service Area

Chronology and Modules

1997 – World

2004 – OneWorld Xe

April 1, 2013 –EnterpriseOne 9.1

April 11, 2016 –EnterpriseOne 9.2

Accounts PayableAccounts ReceivableFixed AssetsGeneral AccountingHuman ResourcesInventory InterfaceJob CostPayrollProcurement

JD Edwards Platform and Tools

1997-2013 AS400WebSphereOptioBusiness ObjectsVisual Basic 6

2013-PresentWindows / SQL ServerWebSphereBI PublisherReportsNow / SSRSVisual Studio with C#

Roles

■ JDE Technical and Functional Lead■ SharePoint Architect■ SQL Server Database Administrator/Developer■ Business Analyst ■ Programming and Database Lead■ Change Advisory Board Member ■ Certified Project Manager Professional ■ Certified Professional Ski Instructor

Projects Implemented and Ongoing

■ JDE Auto Attach Program■ Data Check Emails■ Online Paystubs■ Self-service Password Resets■ Auto-generated Approval Routes■ FileNet Migration to SharePoint■ JDE EnterpriseOne 9.2 Upgrade■ Paperless Project■ SharePoint 2016 upgrade

JDE EnterpriseOne 9.2 Upgrade

■ Generally available October 2015■ System built November 2015■ Testing started December 2015■ Initial target cut-over day: Friday, April 1, 2016■ Postponed due to database issue which was resolved 15

minutes after cancelling the initial cut-over – compatibility mode caused performance issue

■ Actual go-live Monday, April 11, 2016

Upgrade Motivation

■ Running 9.1 with tools release 9.1.2.4■ Internet Explorer 11 with compatibility mode

▪ Intranet only but should have left the HTTPS server URL be the server name only instead of the fully qualified domain name

▪ Using the fully qualified domain name forced us to use “Display intranet sites in Compatibility View” instead of having the granularity of adding the individual server name

▪ Maximo Asset Management software needs Compatibility View turned off

Upgrade Motivation

■ Our last upgrade was from Xe to 9.1 in 2013▪ Seven version upgrade 8.0, 8.9, 8.10, 8.11, 8.12, 9.0, 9.1▪ Platform change from AS400 to Windows/SQL Server

■ 9.1 to 9.2▪ No platform change▪ Only one version upgrade▪ Simplified upgrade process for 9.2

Upgrade Motivation

■ Best time for a cut over is April▪ After payroll year end – December▪ Before fiscal year end – June▪ Fall back date would be April 2017

■ Completed FileNet migration to SharePoint■ SharePoint 2016 not release yet■ Paperless project could have JDE add-on which would

complicate the upgrade / implementation

Upgrade Process

■ CNC consultant built the 9.2 sandbox■ Took a vacation (scheduled long before)■ Tested, fixed, tested, fixed, tested, fixed, tested■ Maintained a detailed list of interfaces■ Maintained a detailed list of issues■ Maintained a detailed cut over task list and practice it■ Cut over and took a break and let others test■ Go-live: Count on having bugs you didn’t test for■ Fix, test, fix, test, fix, test, fix, test, fix, test

Issues by Module

Tools21

Procurement5Payroll

2

Accounts Receivable1

Address Book1

Tools Procurement Payroll Accounts Receivable Address Book

Issues by Source

JDE issue15

Different7

Our issue4

Weird4

JDE issue Different Our issue Weird

JDE Issue Disposition

Workaround6 JDE fixed

5

Bad design2

JDE working on fix2

Workaround JDE fixed Bad design JDE working on fix

“Remember my sign in information” bug

■ We set our logon type to DIRECT.■ However, when you explicitly sign out, you are still automatically

signed in…no matter what.■ The troubleshooting steps with support involved reviewing the

Internet Explorer settings■ Duplicated the issue with Chrome and Firefox■ BUG 23316405 (2 – Severe Loss of Service)■ Workaround - clear JDE cookie in IE cache

Tab sequence going to the grid

■ As part of the Oracle Accessibility Guidelines project, the tab sequence required the user to tab through the grid options (personalize / select format / import / export / maximize) before getting to the grid

■ Productivity was overruled by accessibility – “Working as designed” per BUGs 21351433 and 22821550

■ Entered an SR to complain about the design May 10■ BUG 23233383 enhancement added May 5

E1 Page Display at loginis not consistent in 9.2

■ During login, a parallel process which renders the pages sometimes grabs list of pages too early

■ BUG 23145786 – issue to be fixed in 9.2.0.5

Copying grid formats and setting default grid format

■ Grid formats are handled differently in 9.2■ Difficult to copy grid formats■ Difficult to set a grid format as default■ We had over 200 grid formats to set up■ Used SQL to achieve our needs

Lag in setting focus on first default form field

■ When you open a form, there’s a pause before you can type■ If a user quickly selects a field other than the default field, the

default field will eventually get focus and the user will end up typing into the wrong field

■ BUG 23120347 (2 – Severe Loss of Service)■ Should be fixed soon

Batch conversion from RTF to HTML adds spacing

■ We tried switching from RTF to HTML but the conversion program adds spacing that was not in the original text

■ We’ll be holding off on making the switch■ Bug 21245767 (2 – Very desirable feature)

Purchasing issues

■ Order amount and amount committed are incorrect (ESU JN10360)

■ Reserved by <username> error when trying to form exit to print using R43500. BUG 22837316

■ Data privacy for city does not work with Auto Suggest■ E1 pages not showing when only one page assigned■ BI Publisher fields remapped between versions

Payroll / Finance issues

■ Payroll journals different on successive runs (ESU JN10358)■ Delinquency notices address format (Add missing set up in

P0070)■ BI Publisher fields remapped between versions

Weird issues

■ “Open Applications” arrow did not toggle for a certain user –Rebuilt user and the problem went away

■ Tax ID addition / modification on Supplier Address Book not allowed – Processing option set to disable field

■ "While attempting to replicate this object, OMW failed to find any source specs for the F98750" message when deploying JN10354 – uncheck Backup option

Upgrade Tips

■ Test, Test, Test■ Change the banner of the system so users know which system

they are in■ Be in the driver’s seat for the testing and have the SME be the

co-pilot■ Have the fastest SME process using the new system■ Be detailed in your review of reports and output■ Test daily, weekly, monthly, quarterly, annual* processes■ Large scale testing

Upgrade Tips

■ Do not name any servers with the word “test” in it■ Have enough computing capacity■ SQL Server

▪ Make sure that all the databases are on the current compatibility mode

▪ Have benchmarks to compare performance▪ Test the interfaces

■ Use Internet Explorer, Chrome, and Firefox for confirming JAS issues

Upgrade Tips

■ BI Publisher – review all field IDs which will change■ Dual maintenance

▪ Data selection▪ Processing options▪ User defined codes▪ Grid formats

■ SQL Server – use a database alias■ Interfaces are in integral part of the upgrade■ HTTPS – even for internal sites

Upgrade Tips

Create the mindset:

▪ “It’s better to find the bug before going live than after.”

▪ “There’s one of me and nine modules, if we let a bug in each module slip by, they’ll all hit us at once at go-live.”

▪ When doing the work internally. Sign-offs don’t matter because we warranty our own work. We’re on the hook no matter what so it’s better to find the bugs in test rather than production.

Please complete the session evaluationWe appreciate your feedback and insightSession ID# 100030