value of upgrading to r12

7/27/2019 Value of Upgrading to R12

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Value of Upgrading to Release 12.1 for E-Business Suite Projects

Dean Herback Adwait Marathe

Oracle EBS Projects Strategy Oracle EBS Projects Development


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Program Agenda

R12.1 Upgrade Overview Functional

Recent Release History

Projects Specific Changes

Upgrade Considerations and Resources

R 12.1 Upgrade Overview Technical

Overview

Upgrade Best Practices

Lessons Learnt

12.1 Customer Success PICO Holdings


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The following is intended to outline our general

product direction. It is intended for information

purposes only, and may not be incorporated into any

contract. It is not a commitment to deliver any

material, code, or functionality, and should not berelied upon in making purchasing decisions.

The development, release, and timing of any

features or functionality described for Oracles

products remains at the sole discretion of Oracle.


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Functional Overview


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EBS Product Update:Continued Releases And Innovation

EBSR12

EBSR12.1

EBS12.1.2

EBS12.1.3

Planned

2004 2007 2009 2010 2011+

Released

Financials,

TechnologyProcurement, HCM, Service, SCM, Projects,

Financials, Technology, MDMFunctional

Innovation

Major Release

Minor Release

EBS11i10

EBS

12.x

NewEBS R12.1.3 released on Aug 20, 2010

Functional Enhancements across suite, plus statutory/regulatory updates and error

corrections


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THINK GLOBALLY

To Make the Right Decisions

MANAGE GLOBALLY

To Lower Cost & Increase

Performance

E-Business Suite Release 12The Global Business Release Oracle Projects

Project Portfolio Analysis

Achieve global view of customer,

supplier, partner & operations

Subledger Accounting

eTax

Simplified Maintenance

Management

Implement, manage, and scale

global applications easier

Multi-Org Access

Control

Removal of Supplier

Cost AdjustmentRestrictions

Enhance Expenditure

Inquiry with batched

adjustments

Work better across applications,

divisions, and regions

WORK GLOBALLY

To Be More Competitive


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Increase Operational Control and EfficiencyWhats New in Projects

Procurement

SupplyChain

HumanCapital

Customer &

Master DataManagement

Financials& Projects

ApplicationsTechnology

E-BusinessSuite

Results:

Automating Project Operationsand Finances

Managing your full ProjectLifecycle with less effort

Make better decisions withgreater insight


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ApplicationIntegration

ProductInnovation

E-Business Suite Release 12.1Oracle Projects

MSP 2007 Certification

Improved Services

Procurement

Integration

Advance Processing -

Enhanced Integration

between AR and

Project Billing

Extend enterprise boundaries with

enhanced business processes

Project Manager

Reporting Pack

Self-Services

Expenditure Inquiry

Increased Automation in

Resource Management

Improve user satisfaction through

increased productivity

UPK Content for EBS

BI Publisher Reporting

Setup Automation

Implement, manage and upgrade

applications at lower cost

Superior OwnershipExperience


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Oracle Projects Release 12.1, 12.1.2, 12.1.3

Project Analytics

Federal Financials

Analytics

iSetup/R12 Diagnostics

UI Improvements

Planning Enhancements

P6 Integration

MSP Integration

Enhancements

Supplier Cost Dashboard

Self Services Expenditure

Inquiry

Performance Reporting

Setup Audit

Reporting Performance

Improvements

Program APIs

Enhanced Change

Management

Enterprise and Project Insight

Project ResourceManagement

Project CostingProject Billing

Project Contracts

ProjectCollaboration

ProjectManagement

Personalized

Role-Based Views

GlobalProject

Repository

Project Portfolio Analysis

Resource Management

Project Billing

Integrated Services

Procurement

Supplier Payment Controls

E&C Deduction Processing

Project Security in Oracle

Purchasing

Project Billing

Project Costing

Project Foundation

Project Reporting

Project Management

Prepayment ReceiptApplication

Effective Date Funds

Consumption

Improved Searches

Date Validations & Defaults

Streamlined Navigation


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R 12.1 Upgrade OverviewFunctional

Architectural/Financial uptakes that benefit projects

users

Catch up all of 11i10 M RUP4 enhancements/patches

New functionality leveraging Fusion technology

Easier upgrade path if and when you decide to move

to Fusion


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Building the Business Case for Upgrading

Evaluate the new 12.1 features in the products you arecurrently running

Opportunities to eliminate customizations

Greater flexibility to match the needs of your business

Opportunities for additional automation and process improvement

Look for adjacent products that might add value

Many products are much stronger at the 12.1 level than they were

in 11.5.10

Adding modules is low cost since you are leveraging the

implementation work you have already done Some customers have justified the upgrade primarily by the need

to get to the 12.1 level so they could implement additional

products


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Upgrade Considerations

Secure consulting skills early

12.1.x implementation experience will be in short supply for

the next while

The number of customers upgrading to 12.1 will be

significantly higher than to 12.0 Some customers might want to consider a

reimplementation rather than an upgrade

Consider increasing UAT and Training timeframes

Significant number of enhancements will increase timerequired


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Key Message to EBS 11i CustomersUpgrade to EBS 12.1 and Get More Return on Your Investment

Release VALUE: 12.1 provides business value across thesuite in addition to the Financials focused Release 12

Customers should evaluate the business value of the Release 12.1

Leverage complementary Apps including Fusion Applications

QUALITY Results: Customers are live today on 12.1 New and existing customers are already live and upgrading

Customers are achieving predictable results => use OCS,

Experienced SIs or Oracle On Demand.

Choose ROADMAP: 11i support deadlines are coming up Premier Support ends in Nov 2010; uplift fee waived until Nov 2011

Extended Support ends in Nov 2013


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Agilysys: Upgrade from 11i10

Projects, Assets, Payables,iProcurement

Needed integrated ERP system

manage and balance maintenanceto support continued growth

McDonalds : Upgrade from 11i10

Projects, Assets, Payables, iProc

Standardize construction mgmtprocesses, track and manage costs byproject areas and ensure continuedsystem support

CPS: Upgrade from 11i10

New Features and Functionality

Datacard: Upgrade from 11i9

40+ Modules: Financials, OM, Inv,WMS, iSupplier, CRM, Projects,OTL, iProcurement, Purchasing, etc.

ATT: Upgrade from 11i10

Financials, AP, FA Largest Payables Deployment WW

Pentel America: Upgrade from 11i9

Financials, Inventory, WMS

Better functionality; better supportoptions; ability to eliminatecustomizations

Oracle Corp. Upgrade from Release 12

Financials, HR, Procurement, SSHR,Contracts, etc.

Usana Health Sciences: Upgradefrom 11i10

Financials, PM, Adv Plan, Inv, WMS

Support the multi-national company,Improved inventory control, demandvisibility, reduce cost of managingmfg processes

Oracle E-Business Suite Release 12.1A Sample of Customers Who have Upgraded!


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Oracle ProjectsFor More Information

Link to the Release Content Document for Projects Up to and including R 12.1.3

https://metalink2.oracle.com/metalink/plsql/ml2_documents.show

Document?p_database_id=NOT&p_id=561580.1

For more information about Oracle Applicationshttp://www.oracle.com/applications/home.html

Building the Business Case for your Upgrade

Upgrade Advisor My Oracle Support note and communitieshttps://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=250.1
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1http://www.oracle.com/applications/home.htmlhttps://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1http://www.oracle.com/applications/home.htmlhttps://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1


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Building the Business Case for your UpgradeAccelerate your evaluation and planning

http://launch.oracle.com/?OOW
http://launch.oracle.com/http://launch.oracle.com/


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Upgrade Advisor on My Oracle Support


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Technical Overview


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12.1 upgrade overview

R12.1 was generally available (GA) in May 2009

Via Oracle Electronic Product Delivery (EPD)and oracle Store

For all the supported platforms and languages

Can be used by new and upgrading customers(11.5.9 and above) to go directly to R12.1

If you are on R11i, use R12.1 Rapid Install from EPD. Follow

instructions from the Upgrade Guide: 11i to 12.1

If you are on R12.0.X, use R12.1 Maintenance Pack

(7303030) from MyOracle Support (MOS). Follow instructionsfrom R12.1Maintenance Pack Install Instructions 752619.1)


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12.1 upgrade overviewUpgrade Paths

Minimum EBS suite level for direct upgrade to R12.1

11i9, 11i9CU1, 11i9CU2 or above

11i10, 11i10CU1, 11i10CU2 or above

R12.0.0 and above

Minimum EBS suite level required for database to be at

10gr2 (10.2.0.4) : 11i9CU2, 11i10CU2 11gr1 (11.1.0.7) : 11i10CU2, R12.0.4

11gr2 (11.2.0.1) : 11i10CU2, R12.0.4

One or more of the following choices apply based on

your current configuration and your target configuration Upgrade database and EBS level in a single downtime

Upgrade database and EBS level in separate downtimes


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12.1 upgrade overviewR12.1 Technology Stack

Technology

Component

Version

included

11.5.10.2

Version

included

12.0.4 RI

Version included

R12.1 RI

Version

certified

with

Minimum

required

version

for upgrade

Apps Mid tier

-

Forms/Repor

ts

6.0.8.25 10.1.2.2 10.1.2.3 10.1.2.3

Apps Mid

tier- Java

Oracle Home

/

Apps Mid

tier-JDK

1.0.2.2/ 1.4.2 10.1.3.0/

1.5

10.1.3.4/1.6.0 10.1.3.5 10.1.3.4/1.6.0

Database/JD

BC

drivers

9.2.0.6/9.2.0.6 10.2.0.3 11.1.0.7/11.1.0.7 11.2.0.1 10.2.0.4/11.1.

0.7

Complete list at Oracle E-Business Suite Release 12.1.1 Maintenance Pack Installation Instructions(752619.1)


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12.1 upgrade overviewTechnology advantages

Rich UI

Look ahead LOVs

Hover-over pop-ups

Spider graphs

Widgets

Better look and feel XML Publisher Customize reporting needs

Reporting Pack solution

Every RDF , report is converted in xml. xml and RDF do co

exists for e.g. PAXAUMTC & PAXAUMTC_XML


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Hover your cursor on Project Number in the project listtable to view project details

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12.1 upgrade overviewSample of hover over pop-up


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Operational Advantages

Supportability

Stability

Better performance / Opportunity to re engineer

Frequent CUs Less Maintenance Costs


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Identification of required patches

Prepare a complete list of pre and post patches andrecommended code levels

Keep the system current on AD/ATG/OAM code e.g. latest

AD/ATG RUPs on 11i/R12.0 and once on R12.1

High priority patches from My Oracle Support

Consolidated Upgrade Patches (CUP) and required one offsthat need to be applied in pre-install mode. R12.1 CUP1

(7303029:12.1.0) is available now

Review Known-issues sections from key documents to

determine additional pre or post upgrade patches :

Release notes, MP Install Instructions



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Patch merging and sequencing

Take advantage of patch merge, hot patching and apply patches

in the correct sequence. For e.g. apply MLS as hot patches

Complete pre upgrade activities

Identify and execute tasks that could be completed in a separate

downtime period, prior to the production upgrade

Use applicable steps mentioned in the "Downtime reduction"and Upgrade By Request appendices E and G of the R12.1

upgrade guide

Upgrade RDBMS version to latest certified for the current APPS

level ( 11.2.0.1 / 11.1.0.7 / 10.2.0.4 )

Convert to Oracle Applications Tablespace Model(OATM) Compacts database, optimizes storage settings and reduces I/O

Other planned HW or OS upgrades



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Pre-upgrade activities continued...

Use TUMS (The Upgrade Manual Script) to avoid runningtasks that are not relevant for your system

Convert to multiple organization architecture Document

210193.1)

Drop MRC schema ( 11.5.10 and above )

Gather stats with GATHER_AUTO option for all schemas Minimize historical data to be upgraded as per business

requirementsUpgrade By Request

Purge old and/or transient data before upgrading

Over 260 standard purge programs in R12

Use new Purge Portal in OAM to administrate



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Adpatch options and other reporting tools

Use applicable adpatch options to reduce downtime and trackkey upgrade aspects using in-built tools

Key recommended fixes (Pre Upgrade)

Affecting Upgrade Performance

AD-Parallel improved scalability: 8917381 (Part of

9179588 AD CUP)

Forms/reports generation regression with 11g: 8557019

Projects

PJ_PF Oracle Projects Consolidated Upgrade Patch

(CUP) for 12.1.1 : 9071598 (Part of 7303029 AU CUP)

General

Review documents 244040.1 and 950896.1 for latest EBS

recommended performance fixes



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PRE Upgrade

Interface with payables Adjustments on existing Prepayments, Prepayment Discounts

and Prepayment Applications will be prohibited.

Customers have to ensure that all necessary adjustments are

performed before upgrading to R12.

Ensure all the adjustmenst to Expense reports and SupplierInvoices are fully processed prior to upgrade. (pa120u05.sql )

POST Upgrade

MRC : If you have some custom columns defined for MRC

amounts, those may generate errors! Understand and configure new pillar features like ebtax, sla,

moac etc.

Upgrade Pre & Post Recommendations


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Lessons Learnt Properly size RDBMS for upgrade

init.ora

Undo

Shared pool

DB Cache

PGA Aggregate Target

Plan for additional storage for staging patches, pre-builtcode

Use production like hardware for UAT

Optimize CBO stats

Set plsql_no_compile=yes

Use higher batch size (10000-20000)

Choose adequate numbers of workers


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Lessons Learnt

Repeat the upgrade until all issues are fixed and

downtime is consistent Ensure new customizations comply to new standard

Test ! Test ! & More Test !


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ReferencesFor More Information

R12.1 documentation roadmap (790942.1)

Oracle E-Business Suite Release 12.1 Info center (806593.1)

Database preparation guidelines for R12.1 upgrade (761570.1)

Patching FAQs (459156.1, 225165.1)

Using staged or shared APPL_TOP and distributed AD

(734025.1, 384248.1, 236469.1)

OAM Patch Wizard overview and FAQ (976188.1, 976688.1)

AD Command Line Options for Release R12 (1078973.1)

Recommended Performance Fixes (244040.1, 950896.1)R12 Upgrade Sizing & Best Practices (399362.1)
https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1


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PICO Holdings

O l O W ld 2010


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Oracle OpenWorld 2010EBS Projects Session Schedule

Title Presenters Date/Time Location

Project Management Best Practices Barbara Fox, OracleSelva Mudaliar, Oracle

Wednesday

4:45 PMMarriott Hotel

Golden Gate B

Oracle Project Analytics for Oracle E-

Business Suite

Patrick Krause, IT

Convergence

Rao Adivikolanu, Oracle

Thursday

9:00 AMMoscone West

L3 3000

CISDI's Transformed Enterprise: Running the

Business with Oracle Projects 12

Rongxiang Liao, CISDI

Li Zhiyou, CISDI

Dean Herback, OracleKazim Isfahani, Oracle

Thursday

10:30 AMMoscone West

L3 3000

Managing Project Risk Using Oracle Projects

at M. A. Mortenson Company

Jeff Flake, M.A. Mortenson

Dean Herback, Oracle

Thursday

1:30 PMMarriott Hotel

Golden Gate B

Quick Wins that will make you a hero: E-

Business Suite Projects

Carl Morley, Oracle Thursday1:30 PM

Moscone West

L3 3000


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Questions


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Oracle OpenWorldLatin America 2010

December 79, 2010


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Oracle OpenWorldBeijing 2010

December 1316, 2010


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Oracle Products Available Online

Oracle Store

Buy Oracle license and support

online today atoracle.com/store


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Th J t B i V l


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Continue on Your Current Path

Move to Fusion Step by Step

Upgrade to Fusion Applications

Evaluate the latest Applications releasesto add value to your business

Enhance business value by augmentingApplications Unlimited with Fusion

Middleware and Fusion Applications

Upgrade by pillars or a global singleinstance

APPLICATIONS UNLIMITED

The Journey to Business ValueChoose a Path Thats Right for You

value of upgrading to r12

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