ebs maintenance best practices
TRANSCRIPT
1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
2 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Presenting with
Best Practices for Maintaining Oracle E-Business Suite 12 Ron Brown, Yuko Saito and Dr. Patricia Dues October 5, 2011
3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Program Agenda
• Patching • Upgrading • Monitoring • Diagnosing • Searching • Participating • Q&A
Patching
Upgrading
Monitoring
Diagnosing Searching
Participating
Q&A
4 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Patching and Maintenance Advisor Overview
• Part of the Lifecycle Advisors (Note 250.1), Oracle’s recommended approach and best practices to completing a specific task end-to-end
• Designed to guide you through patching and maintenance activities and assist you in developing a patching and maintenance strategy
• Updated regularly and consolidates relevant information from various sources (knowledge base, documentation, training, etc)
• Introduces tools and concepts to build an efficient and robust patching plan • Each phase has a consistent layout with goals, expected outcomes or
deliverables, focus areas, and target audiences
Evaluate Plan Test Implement
Note 313.1 (launched May 2011)
5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
EBS Patching - Evaluate
© 2009 Oracle Corporation – Proprietary and Confidential
Evaluate Plan Test Implement
Evaluate
6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
EBS Patching - Evaluate Best Practices for EBS patching priority
Evaluate Plan Test Implement
Evaluate
1. Apply the latest EBS Release Update Pack (e.g. 12.1.3)
2. Apply the latest EBS family packs and all patches on the Recommended Patch List (RPL), including ATG Release Update Packs, AutoConfig updates, etc.
3. Upgrade all Technology Stack components to the latest certified levels (e.g. Database 11.2.0.2, Forms 10.1.2.3, OC4J 10.1.3.5, Oracle Internet Directory 11.1.1.3)
4. Apply the latest Critical Patch Updates (CPUs)
5. <Optional> Apply the latest Database Patchset Updates (PSUs) and any related EBS Interoperability patches
6. Apply any specific one-off and interim patches only if they are absolutely required. This rule of thumb applies to both EBS and Technology Stack component patches. Rather than applying one-offs in non-critical situations, it is a better practice to wait for patches to be rolled into the patch types (RUPs, CPUS, etc.) listed above
7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
EBS Patching - Plan
© 2009 Oracle Corporation – Proprietary and Confidential
Evaluate Plan Test Implement
Plan
8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
EBS Patching - Test
© 2009 Oracle Corporation – Proprietary and Confidential
Evaluate Plan Test Implement
Test
9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
EBS Patching - Implement
© 2009 Oracle Corporation – Proprietary and Confidential
Evaluate Plan Test Implement
Implement
10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal © 2009 Oracle Corporation – Proprietary and Confidential
Patch Wizard
• Part of Oracle Applications Manager (OAM) Ø Navigation: Oracle Applications Manager > Patching and Utilities > Patch Wizard
• Identifies recommended EBS patches for your current code level
• Determines the status of the patch
• Conducts an automatic patch impact analysis
• Analyze Specific Patch process
• Provides an alert for changes on customized files (flagged files)
Proactive Patching and Impact Analysis
11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Patch Wizard – Identifying Recommended Patches
12 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Patch Wizard – Impact Analysis Summary
13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Patch Wizard – Impact Analysis Details
14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Patch Wizard – Analyze Specific Patches
15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Patch Wizard Resources • Documentation: Ø R11i: Oracle Applications Maintenance Utilities Ø R12: Oracle E-Business Suite Patching Procedures
• Additional Information Ø Patch Wizard Utility (Note976188.1) Ø Patch Wizard FAQ (Note976688.1) Ø Patch Wizard Training Videos (Note1085668.1) Ø Patch Wizard Overview Videos (Note1210479.1) Ø New ARU Access Protocol Requires Patches for Patch Wizard in Oracle E-Business Suite... (Note 1267768.1)
• To log a Patch Wizard SR Ø Product: Oracle Application Manager Ø Problem Category: Application Manager (OAM) Issues
16 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Program Agenda
• Patching • Upgrading • Monitoring • Diagnosing • Searching • Participating • Q&A
Patching
Upgrading
Monitoring
Diagnosing Searching
Participating
Q&A
17 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Upgrade Lifecycle Advisor
© 2009 Oracle Corporation – Proprietary and Confidential
• Different Advisor for each product • Consistent layout • Consistent phases • Content differs for each product • Multimedia offerings • No actual upgrade activities performed by advisor
• Note 269.1 - Upgrade Advisor: E-Business Suite (EBS) Technology Stack Upgrade from 11.5.10.2 to 12.1.3
Evaluate Plan Configure Test Implement Accept
18 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Tech Stack Upgrade - Evaluate
Evaluate Plan Configure Test Implement Accept
Evaluate
19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Plan and Practice for Success
Document and Validate your Plan Practice
• Include practice in the plan • Multiple test runs help to ensure
a smooth Production upgrade • Sanity checkpoints and Backup
intervals • Be aware of deviations
• Use Advisors • Address key concerns such as
customizations • Leverage Oracle Resources & Tools • Realistic plans, realistic expectations
20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
EBS Data Model Comparison Report Note 1290886.1
21 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
EBS Seed Data Comparison Report Note 1327399.1
22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Maintenance Wizard
• Tool to perform the upgrade
• Step-by-step instructions
• Dynamically filters tasks
• Identifies critical patches
• Automatically execute tasks
• Audit reports for tasks performed
• Release 12.1.3/11gR2
• Complete information • Note 434387.1 Maintenance Wizard
23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Maintenance Wizard
24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Additional Resources • Upgrade Communities
– For interaction with other customers as well as Support Experts on Upgrades
• Upgrade Advisor Community: – https://communities.oracle.com/portal/server.pt/
community/upgrade_advisor/441
• General Upgrade Community: – https://communities.oracle.com/portal/server.pt/
community/upgrade/258
• Maintenance Wizard Overview – (Doc ID 215527.1)
• Blog Articles: – http://blogs.oracle.com/stevenChan/entry/
ebs_121_upgrade_whitepaper – http://blogs.oracle.com/stevenChan/entry/
field_advice_ebs_115102_upgrades – http://blogs.oracle.com/stevenChan/entry/
testing_ebs_upgrades
• Web Casts
– "Making the EBS Upgrade from 11.5.10 Easier", 3 Parts
– Recordings are in: https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=740964.1
25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Program Agenda
• Patching • Upgrading • Monitoring • Diagnosing • Searching • Participating • Q&A
Patching
Upgrading
Monitoring
Diagnosing Searching
Participating
Q&A
26 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Configuration Manager
• Automates configuration information exchange between Oracle and our customers enabling faster resolution and proactive detection of issues that our customers might encounter.
• The ability to define configurations and organize projects • A view of System details and changes • Create, track, and status Service Requests • Advanced Knowledge Management capabilities • Proactive problem avoidance with HealthChecks • Proactive Product and Security Alerts • Service Request Priority Handling
What is it?
27 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Configuration Manager
• Captures information about: – Host – Oracle Software and Patches
• E-Business Suite Patches • Database and iAS Patches
– Third party software inventory
• Access to this data is limited by: – Hardware – System Software – Oracle Product Information
What is collected Supp
ort
Customer Site
< Back Next > Cancel
Oracle Support Live Link™
Oracle Live Link helps Oracle provide you timely and focused Support.
A small amount of information about your environment is sent to Oracle support to better handle your requests.
To see an example of the information, select this link.
Oracle Live Link ™Oracle Live Link ™
Enable Oracle Live LinkDisable Oracle Live LinkSimple install/
command UI
Knowledge Management
HTTPS
Proxy Server
My Oracle Support
Interface
System View
Oracle CCR
28 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Configuration Manager
• Customers see the same data as Oracle
• Primary access is by Oracle Product Support
• Data is used by Product Support to improve the customer level of service
• Data collected is hardware, system software, and Oracle product information
• Data does not include business transactions, passwords, or control sensitive information
Configurations Data Security and Privacy
29 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Main Dashboard
30 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Health Recommendations
• Driven off of configuration data collected by the Oracle Configuration Manager
• Point in time tests that identify critical risks to an IT environment that have caused or may cause a security breach or service outage
• Provide advice on corrective actions • Health Check Catalog (Doc: 868955.1)
Proactive Advice
31 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal 31
Customer / Business Requirement Solution, Value & Benefit
Proactive E-Mail Notification • Push Model proactively informs users of new Recommendations • User ‘Opt-In’ Approach ; User needs to subscribe to Health Recommendation notifications • Result in better awareness and adoption of Health Recommendations
Provide Direct Customer Collaboration & Feedback Channel
• Introduce ‘Health Review’ capability like we have with ‘Patch Reviews’ • Customers share their experiences and perceptions of Recommendations • Oracle Support actively monitors customer review comments and acts on improvement opportunities
Improved Filtering & Searching of Content
• Innovations in this area have previously been introduced in Patch Recommendations area • Improved search-ability & find-ability of Health Recommendations
View & Suppress Health Recommendations by Target Lifecycle
• Provide Customer easier means of setting Lifecycle (i.e. Production, Stage, Test, Development) attribute of Systems & Targets
• Customers view, filter, sort, group & suppress Recommendations by Target Lifecycle
Health Recommendations - Feedback User Interface Improvements Note 1330680.1
32 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Program Agenda
• Patching • Upgrading • Monitoring • Diagnosing • Searching • Participating • Q&A
Patching
Upgrading
Monitoring
Diagnosing Searching
Participating
Q&A
33 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Oracle Diagnostics
• Part of your EBS application Ø Navigation: Application Diagnostics Responsibility > Diagnose
• Set of predefined diagnostics “tests” designed to help you pro-actively and re-actively resolve problems
• Tests contain data collectors (setup, transactional, environment) and validations along with warning or error messages with suggested actions to resolve failures
• No backend SQL access required. Easy to follow by end users. • Tests are securely executed by end users and are safe for your
applications
Note 342459.1 : E-Business Suite Diagnostics Overview
34 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Oracle Diagnostics How to run & view output
35 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Oracle Diagnostics Catalog and Host Notes What’s Available? R12 Diagnostic Catalogs Note 421245.1 (R11i 179661.1)
36 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Remote Diagnostic Agent (RDA) Note 314422.1 Remote Diagnostic Agent (RDA) 4 - Getting Started
37 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Diagnostics Tools Community
38 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Oracle Payables GDF (Generic Data Fixes)
• A payables GDF is a Generic Data Fix Patch that is made available for download via My Oracle Support, written by Oracle Development [Note 874903.1].
• Fully approved for all customers. Customers can take advantage of known data fixes without raising an SR. Completely safe and well tested for various scenarios.
• Master Diagnostic (“Detect” script) Note 1360390.1: R12: Diagnostic Script to Validate Data Related to Invoice and Payment Transactions
• Additional information: Note 1361255.1: How to Register the AP Data Validation Script as a Concurrent Program
Note 874903.1
39 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Program Agenda
• Patching • Upgrading • Monitoring • Diagnosing • Searching • Participating • Q&A
Patching
Upgrading
Monitoring
Diagnosing Searching
Participating
Q&A
40 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Lifecycle Advisors Access to the Lifecycle Advisors (250.1)
41 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Lifecycle Advisors Lifecycle Advisors Current Structure
Note 250.1
42 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Product Information Centers EBS Product Information Center Index (444.1)
• Aggregates most critical information and highlights
• Dynamic content updated with the latest available information
• Expanding to wider product areas and features / cross product
• Ability to find content based on intent-based searches
43 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
What is Period Close Advisor (PCA)
How does it work? • This E-Business Period Close Advisor
provides guidance on Period End procedures in Release 12.
• Easy to follow Step by Step To-Do list and Closing process workflow.
• The Sub Ledger Phases contain detailed help and best practices information.
• No extra cost (included in your Premier Support Contract)
The Advisor is still under construction
44 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
What is Period Close Advisor (PCA)
The Advisor is still under construction The E-Business Period Close Advisor :
• Is intended to be Generic. • Does not relate to a specific organization.
• The Sub-ledger application Phases are listed in the recommended order of closing • Based on the data flow dependency. For example, Order Management feeds data into Oracle Receivables so it needs to be closed prior to Oracle Receivables.
Every Sub Ledger Phase contains : • A consistent Step by Step Guide. • A Guide as a Todo or Task list • Flagging off whenTasks Completed.
• Detailed Instructions by Phase/Step • Includes Multi Media Content
45 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
MOS Search Capabilities Intent-Based Search
46 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
MOS Search Capabilities Oracle Suggests / Type-Ahead
47 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
MOS Search Capabilities PowerView
48 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Program Agenda
• Patching • Upgrading • Monitoring • Diagnosing • Searching • Participating • Q&A
Patching
Upgrading
Monitoring
Diagnosing Searching
Participating
Q&A
49 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
My Oracle Support Community My Oracle Support > Community
50 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Patch Reviews – EBS Community
51 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Upgrade Community
52 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Lifecycle Advisor Community
53 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Advisor Webcasts
Note 740966.1: Advisor Webcast Schedule Note 740964.1 : Advisor Webcast Archive
Live presentations given by Subject Matter Experts to deliver knowledge and information about Oracle services, products, and technologies
54 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
EBS Blog http://blogs.oracle.com/ebs/
55 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Twitter http://twitter.com/#!/Oracle_EBS
56 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Feedback to Knowledge Documents
57 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Oracle Support Newsletters
58 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Oracle Proactive Customer Advisory Board • Collaborate and share your ideas and issues with Oracle
representatives and other customers • Help prioritize work around instrumentation • See demonstrations of new features and tools • Ensure the usefulness of new proactive tools by giving your input and
testing feedback before release • Direct access to support and development product managers • We value your input & would love to have you join us!
First Tuesday of every month @ 11am EST Go to the “Join Proactive CAB” link in Note 411327.1 (411 EBS)
Or email [email protected] to join
59 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
411 EBS Doc ID 411327.1
60 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
EBS 12.1 Lifetime Support
61 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Extended Support Fees Waived • 1st year of Extended Support Fee Waived
– Oracle will waive the first year of Extended Support fees for EBS Release 12.1.x the waiver will be valid from June 2014 – May 2015.
§ In collaboration with the OAUG customer support council § Oracle’s continued commitment to provide the industry’s leading
support offering § We have heard your upgrade concerns, and hope this
announcement helps you as you make your upgrade decision from EBS Release 11.5.10.x.
The industry’s best support policy just got even better
62 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Oracle Advanced Customer Support Services Mission Critical Support Services Maximize availability, accelerate return on investment, and optimize performance • Tailored mission critical support services for
customers with complex IT requirements • Advanced Support Packs combine unique Oracle
Development and Advanced Support expertise with Oracle tools and best practices
• Advanced Support Engineers provide highly proactive and preventive support with diagnostic and monitoring tools
• Strategic support relationships focused on collaborative, long term partnerships
• More information: oracle.com/acs
94% of the “S&P Global 100” companies
94% of the Dow Jones STOXX 50*
78% of the global Fortune 100 companies
5 of the top 5 telecommunications companies
9 of the top 10 global banks
4 of the top 5 aerospace and defense companies
Companies that rely on ORACLE ADVANCED CUSTOMER
SUPPORT SERVICES:
*Europe’s leading Blue-chip index for the Eurozone
63 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
E-Business Suite Training Your Path to Success
ORACLE UNIVERSITY l Learn Oracle from Oracle l Expert-led, comprehensive training for implementers and business users l Backed by our 100% Student Satisfaction Program Learn More: oracle.com/education/ebs EXCLUSIVE PROMOTION
l Oracle Premier Support customers get a 20% discount on Training from Oracle University. Details: education.oracle.com/renewaloffer
64 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Oracle Support Best Practices Sessions
Wednesday Thursday 10:15 - 11:15 Best Practices for Maintaining Oracle E-Business Suite 12 Session #14884
9:00 - 10:00 Best Practices for Maintaining and Upgrading JD Edwards Session #14902
11:45- 12:45 Make Upgrades Uneventful Using Oracle Enterprise Manager and My Oracle Support Session #13785
1:30 - 2:30 24x7 Help Is One Click Away Using Oracle Enterprise Manager and My Oracle Support Session #13790
11:45- 12:45 Best Practices for Maintaining and Troubleshooting Oracle Fusion Applications Session #15204
11:45 - 12:45 Best Practices for Maintaining Oracle Fusion Middleware and Oracle Exalogic Session # 14862
65 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Stop by the Oracle Support Stars Bar Moscone West, Level 2
• Oracle Support experts on hand • 2-minute videos describing key Oracle proactive support
tools and mission-critical services • Live demos • Enter to win an iPad 2 (Mon-Weds) • Hours:
§ Monday & Tuesday: 10:00 – 6:00 § Wednesday: 9:00 – 5:00 § Thursday: 9:00 – 1:00
66 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Program Agenda
• Patching • Upgrading • Monitoring • Diagnosing • Searching • Participating • Q&A
Patching
Upgrading
Monitoring
Diagnosing Searching
Participating
Q&A
67 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Q&A
68 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
69 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Latin America 2011 December 6–8, 2011
Tokyo 2012 April 4–6, 2012
70 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Oracle OpenWorld Bookstore
• Visit the Oracle OpenWorld Bookstore for a fabulous selection of books on many of the conference topics and more!
• Bookstore located at Moscone West, Level 2 • All Books at 20% Discount
71 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
Oracle Products Available Online
Oracle Store
Buy Oracle license and support online today at oracle.com/store
72 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal
73 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Internal