best practices for upgrading your jd edwards software from oracle

1

Best Practices for Upgrading Your JD Edwards

Software from Oracle Gary Grieshaber Sr. Director JD Edwards EnterpriseOne Technology Strategy

2 Copyright © 2011, Oracle and/or its affiliates. All rights

reserved.

Roadmap is subject to change without notice. The above is intended for

information purposes and may not be incorporated into a contract.

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 be relied upon in making purchasing

decisions. The development, release, and timing of any

features or functionality described for Oracle’s products

remains at the sole discretion of Oracle.


reserved.



Program Agenda

• Best Practices:

– Evaluating

– Planning

– Configuring

– Testing

– Implementing

– Accepting

4 4

9

Get to the 9’s

5

<Insert Picture Here>

“Clark Construction upgraded from JD Edwards

World A7.3 to A9.2 to take advantage of new

functionality such as the export capabilities, the new

user interface and database enhancements

positioning us for future upgrades.”

Clark Construction

Jan Withers Director of Software Engineering

6

<Insert Picture Here>

“DNE World Fruit Sales upgraded from EnterpriseOne 8.11 to EnterpriseOne 9.0 in 10

weeks and 4 days and under budget; exceeding all expectations. We are now benefiting from

various enhancements and continued

Premier Support.”

DNE World Fruit Sales

Deborah Rivera Programmer/Manager

7

Best Practices.

8

Upgrade Lifecycle – Upgrade Advisors

Upgrade Lifecycle Phases

Evaluate Plan Configure Test Implement Accept

Document # 250.1

9

Upgrade Advisors

Advisors For Database, Fusion Middleware, E-Business Suite, PeopleSoft, JD

Edwards, Siebel. Find Oracle Support Upgrade Advisors Note 250.1

https://support.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=250.1

10

JD Edwards OneWorld Xe to EnterpriseOne 9.0 254.1

JD Edwards World A7.3 to A9.2 274.1

JD Edwards World A8.1 to A9.2

275.1

JD Edwards EnterpriseOne 8.11 SP1 to EnterpriseOne 9.0 263.1

JD Edwards World A7.3 to EnterpriseOne 9.0 325.1

JD Edwards EnterpriseOne Patching and Maintenance

Advisor

311.1

Upgrade Advisors

https://support.oracle.com/CSP/ui/flash.html





https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&doctype=REFERENCE&id=311

Feature Premier

Support

Extended

Support

Sustaining

Support

Major Product and Technology Releases

Technical Support

Access to Knowledge Base

(MetaLink/SupportWeb)

Updates, Fixes and Security Alerts Pre-existing Only

Tax, Legal and Regulatory Updates No

Upgrade Scripts No

Certification with existing Third Party

Products/Versions No

Certification with New Third Party

Products/Versions No No

Certification with new Oracle Products No

Lifetime Support Policy Deliverables

12

Key Support Dates and Recommendations JD Edwards EnterpriseOne

Release

Premier

Support End

Date

Eligible for

Extended

Support

Oracle Recommends

Release Notes

Xe

ERP 8.0

Dec 2013 No 9.0 Update 2 Begin Upgrade Project Now

New Functionality, Web User Interface, Architectural Changes

8.9 Sep 2008 No 9.0 Update 2 Begin Upgrade Project Now

Regulatory and Legislative

Platform Support, Web User Interface

8.10 Jun 2009 No 9.0 Update 2 Begin Upgrade Project Now

Regulatory and Legislative

Platform Support, Web User Interface

8.11/ SP1 Dec 2009 Dec 2012 9.0 Update 2 Begin Upgrade Project Now

Maximize Support

Low effort

8.12 Apr 2011 Apr 2014 9.0 Update 2

or 9.1 (Planned)

Upgrade to 9.0 Update 2– low effort

Second option: Purchase Extended Support; Upgrade to 9.1

9.0 Sep 2013 Sep 2016 Stay put or apply

update 2

Stay Code Current

Update 2 extends support by two years

9.0 Update 2 Nov 2015 Nov 2018 Stay put Stay Code Current

Note: Always consult current policies at www.oracle.com/support

13

Key Support Dates and Recommendations JD Edwards World

Release

Premier Support

End Date

Eligible for

Extended

Support

Oracle Recommends

Release Notes

A7.3 Dec 2013 No JDE E1 9.0 or A9.2 Begin Upgrade Project Now

New Functionality, Web User Interface

Business Decision – Upgrade to World A9.2 Update 1 or

migrate to EnterpriseOne 9.0

A8.1 Dec 2013 No JDE E1 9.0 or A9.2 Begin Upgrade Project Now

New Functionality, Web User Interface

Business Decision – Upgrade to World A9.2 Update 1 or

migrate to EnterpriseOne 9.0

A9.1 Apr 2012 Apr 2015 Stay put or move to

A9.2.1

Easy Upgrade to A9.2 Update 1

New Functionality

Second Option – Purchase extended support then

upgrade to A9.3 (Planned)

A9.2 Apr 2014 Apr 2017 Stay put or apply

update 1

Stay code current

Deploy A9.2 Update 1 and extend support 1 year

A9.2 Update 1 May 2015 May 2018 Stay put Stay code current

Note: Always consult current policies at www.oracle.com/support

14

Upgrade Value

Building your Business Case New applications for competitive advantage

Functional enhancements

Technical improvements/Web

Support dates /tax and regulatory

Mergers, acquisitions, common process model

Eliminate custom code

Opportunity to re-engineer business processes,

eliminate manual work

Get to 9

15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.

Upgrade Resource Links

www.UpgradeJDE.com

One web site for simplified, one stop shopping


reserved. Roadmap is subject to change without notice. The above is intended for

information purposes and may not be incorporated into a contract

Dynamic, Online Upgrade Value Proposition JD Edwards World and EnterpriseOne

JDE World and E1

Customize searches

Release to release

Release specific

Modules

Features

Any word

Release to module drilldown

5 export options: CSV, HTML, RTF,

PDF, Email

5 report choices

Doc ID #1310896.1

support.oracle.com


Technical Catalog for JD Edwards

• Table changes and additions

• Field names and definitions

• System code organization

• Multiple search options

• Many output options

• Follows eUVP Product Features

Replaces Programmer’s Guide

Find it at www.UpgradeJDE.com

18 Roadmap is subject to change without notice. The above is intended for

information purposes and may not be incorporated into a contract

Input your current

situation

Immediately see the

estimated ROI

Revise estimates

used in the tool to

match your

environment

Generate a custom

presentation

1.

2.

3.

4.

All it takes is four easy steps to an estimated ROI and a professional presentation

IBM ROI Tool for Oracle JD Edwards http://k.kmaone.com/jderoi

http://k.kmaone.com/jderoi

19

Open a Service Request for an

Upgrade Planning Session

1st Step – Contact OSS

• Proactive discussion with Oracle Support Services (OSS) to help in the planning of your Upgrade

• Direct you to Resources, heads up, tips and tricks

• Planning is key - We want to help you be

successful with your Upgrade!


Upgrade JD Edwards in 100 Days Workshop Based on real customers, real experiences. No cost. 1 day.

1

Day

100

Day

Business Case

Hardware

Integrations

Code

Data

Test

Train

Go-Live

Register at www.UpgradeJDE.com

21

Get Code Current Leverage Change Assistant

• Install the latest Apps Update

• Download and install latest Apps ESUs, code changes

• Install latest Tool Release

• Validate infrastructure is at correct patch set

• OS

• DB

• App Server

22

Test

• Identify Testers

• Define the critical processes for your business

• Automated Testing Tools: (Oats)

• User Productivity Test Scripts

• Performance – Load Testing

• Include 3rd party products & Integrations

• Require Sign-offs

• Allow appropriate time

23

Oracle Application Testing Suite (OATS)

What is OATS? OATS is a scripting product delivered by Oracle to assist in creating

test scripts for testing and for load balancing.

OATS is separated into two main parts -- Oracle Test Manager and

the Oracle Load Testing applications.

Oracle Test Manager uses the OpenScript scripting platform to

gather web based user interaction for creating test scripts from real

end users live or even imported from RUEI.

Oracle Load Testing can then be used to take these scripts and

simulate virtual users doing similar tasks simultaneously on the

system for load, scalability and stress testing.

Documentation and test scripts do not exist as a delivered item

specifically for EnterpriseOne at this time.

24

ALTER Table Conversions 70x Faster! Example of Improving Your Upgrade Experience

Old Process Improved Process

Current TC *ALTER

Data Copy: 8 hours.

Index Build : 36 hours

Total Time : 44 hours

New TC *ALTER

SQL command < 1 sec

Update command: 38 minutes

Total Time: 38 minutes

Improves Go-Live Timeframes!

Leveraging Database Specific SQL Commands!

Bypass Re-Indexing!

Stay Tuned for Future Table Conversions Enhancements!

Business Benefits

Example database: F0911 with 155 million records and 28 indexes. Results will vary. Successfully tested for Oracle DB, SQL Server and DB2. JD Edwards EnterpriseOne is really the best ERP software.

25

Oracle Training Offerings TOIs, Transfer of information

On-line courses

Release specific product knowledge

No cost for maintenance customers

Advisor Web Casts

More than 10 live sessions per month

Sessions archived

No cost for maintenance customers

Self Study Classes

Available for most modules

Documentation

Web based

Easily Searchable

Custom Classes

Onsite training provided by Oracle Consulting and Business Partners

https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=605155.1


http://ilearning.oracle.com/ilearn/en/learner/jsp/advanced_search.jsp?btn=advsrch&keywords=&CompetencyId=&srchfor=1&lang=ALL&col=0&mat=0&wrd=&aor=0&col=1&mat=0&wrd=&aor=0&col=2&mat=0&wrd=&aor=0&col=3&mat=0&wrd=&aor=0&dlvm=0&datechoice=S&START_MM=-1&START_D


http://ilearning.oracle.com/ilearn/en/learner/jsp/advanced_search.jsp?btn=advsrch&keywords=&CompetencyId=&srchfor=1&lang=ALL&col=0&mat=0&wrd=&aor=0&col=1&mat=0&wrd=&aor=0&col=2&mat=0&wrd=&aor=0&col=3&mat=0&wrd=&aor=0&dlvm=0&datechoice=S&START_MM=-1&START_D

26

Content Authoring Tool

Used Throughout the Software Lifecycle

Training: See It, Try It, Know It, Do It Modes

Documentation: User Guides, Business Processes,

Test Scripts, Job Aids

Pre-built Content

22 Modules Available for JD Edwards EnterpriseOne 9.0

24 Modules Available for JD Edwards World A9.2

User Productivity Kit (UPK)

27

UPK Content – JDE EnterpriseOne 9.0 • Fundamentals

• General Ledger

• Accounts Payable

• Accounts Receivable

• Fixed Asset Accounting

• Sales Order Management

• Inventory Management

• Procurement and Subcontract

• Human Capital Management Fundamentals

• Time and Labor

• Configurator

• Advanced Pricing

• Homebuilder Management

• Real Estate Management

• Advanced Real Estate Forecasting

• Grower Management

• Grower Pricing and Payments

• Blend Management

• Product Data Management

• Discrete Shop Floor Management

• Engineer to Order

28

UPK Content – JD Edwards World A9.2

Foundation

Address Book

Common Foundation

Technical Foundation

World Writer

Approvals Management

Distribution

• Inventory

• Purchasing

• Sales Order

• Quality Management

• Advanced Pricing

• EDI

Financials

• Accounts Payable

• Accounts Receivable

• General Ledger

• Fixed Assets

• FASTR

• Purchase Card Management

• Job Costing

Human Capital

Management

• Human Resources

• Payroll

Manufacturing

• Product Costing and Manufacturing Accounting

• Product Data Management and Shop Floor Control

• Requirements Planning and Production Scheduling

• Base Configurator

29

JD Edwards Upgrade Consortiums JD Edwards EnterpriseOne and JD Edwards World

Objective Bring together JD Edwards customers who are evaluating,

planning or in the process of upgrading with Oracle upgrade

experts to enable the sharing of lessons learned, tips &

techniques and best practices.

Subscribe Quest Website – http://questdirect.org/, under the Community Tab, select Groups. Search for: “EnterpriseOne Upgrade Consortium” or “World Upgrade Consortium”. When the Upgrade Consortium Group is displayed, click Join Group. You will then be on the email distribution list for the call each month and will receive emails with dial-in information and an agenda.

Cost Free

JDE W 1st Thursday of each month 11am EST

JDE E1 2nd Wednesday of each month 11am EST

Contact [email protected]

30

Upgrade Challenge White Paper – JD Edwards World

• Written by customers for customers

• Upgrade Challenges

• Modifications / Customizations

• Resources

• Business Case

• Training

• User Adoption and Acceptance

• Technical

• 3rd Party Products

• Web Applications

• Project Management

• Product Support

• Document # 1084525.1

31

Upgrade Best Practice White Paper-JD Edwards EnterpriseOne

• Written by JD Edwards EnterpriseOne Strategy Council

• Best Practice

• Upgrade Focus Group

• 15 large E1 customers

• Identified issues, challenges and approaches

• Tools upgrade best practices

• Application upgrade best practices

• Document # 1282389.1


reserved.



Q&A