jde world to e1 v9 upgrade v2
DESCRIPTION
Planning on Upgrading to JDE E1 v9 from World or another JDE Release in a multi-company, multi currency environment including using BI Publisher?Learn what worked - what didn't and what we would do next time!TRANSCRIPT
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JDE World to E1 – Its only an Upgrade!
Roger Franklin, David TavernerArdent LeisureAugust 16, 2010
The most comprehensive Oracle applications & technology content under one roof
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Agenda
•What’s in an Upgrade•Who we are•What we did•How we did it•What went right/wrong and @#$%%^!
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Who is Ardent Leisure?
Ardent Leisure operates a range of premium leisure assets including the Dreamworld, WhiteWater World & QDeck theme parks and attractions. AMF and Kingpin Bowling, d'Albora Marinas, Goodlife Health Clubs, as well as Main Event, in the United States.
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An Average Day at the office
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An Average Day at the office
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The JDE Team
Dave Taverner – Technical WizVaise Williams – CNCRoger Franklin – does everything Dave & Vaise doesn’t do!(This is the Ardent JDE Team!)
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What’s an Upgrade
• When someone “Finally” decides that the time has come to stop maintaining / improving the current “system” and upgrade to the latest and greatest!
Upgrade or re-Implement?
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Upgrade or re-Implementation?
• When you jump 15 years / 8 software releases and move software generations…– What do management expect?– What do users expect?– What’s the bottom line when the dust settles?
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Management Expectations
• It is only an upgrade – we pay this huge annual maintenance bill (normally presented at the meeting!!) to ensure we can always upgrade – so put in the disks and lets have a look at it!
And…… how much is it going to cost?
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Users Expectations
• Does it look better than our Green Screen?
• Do our processes stay the same
• Do we get any training/manuals etc
• When do management want it in by!
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Upgrades – The Bottom Line
• World to E1 V9 is a HUGE LEAP
• Sell it as an implementation – not an upgrade
• The data comes across ok
• Suggest migrating single companies in a multi-company environment
• Most processes & terms stay the same
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About Ardent Leisure
• JDE World installed in 1994 to Dreamworld
• Other companies on A7.3 + AccPac + ComOps + GreatPlanes + Peoplesoft
• 62 Legal entities involved – 4 currencies with 3 different year-ends
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How did we start – Planning!
• Made a conscious decision to follow an Agile approach (expect the unexpected!)
• Limit documentation to what was necessary
• Involve all people at all steps of the project – empower people to make decisions
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Agree on “Project Success”
• Customers Invoices correctly
• Finance can confirm sales / GST etc
• Customer Statements produced
• Finance can run Month ends
• Vendors Paid correctly
• Staff Ok
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Teams
• “The Most effective committee is one of two where one is absent”!
• Both the JDE Application and technical teams were kept small (1 each!)
• Teams within each company were established covering each process
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Training
• Teams trained over a 2 week period with 5-7 sessions lasting 45-90 minutes
• Training supported by process specific “Cheat Sheet” documentation
• Multi-choice tests given throughout the training to test its effectiveness
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Testing
• Teams tested over a 2 week period following a similar format to training
• Live data used to test processes
• Interfaced data tested with 20 days of data
• Data conversion successfully completed 3 times before the Go-Live meeting
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Installation of E1 V9.0
• Enterprise One V9.0 installed by Vaise Williams
• 2xWeb Servers + 2xApp Servers + 1xBatch Server + Deployment Server
• 3 Environments (DV/PY/PD)
• (Time taken – 2.5 days)
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Technology
• World A7.3.12 – i’Series 520
• E1 V9 Loaded on Windows Intel Servers – SQL Server 2005, Oracle Application and Web Servers – All E1 Servers running as Virtual Servers on a Dell R805 running VM Ware ESXI 3.5
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Where did we start?
• Made the AR Conversion programs made for A7.3.16 run on cum 12
• Using SQL Scripts – copied selected files from World to E1 (F0010,F0008,F0101…)
• Exclude AAI’s/UDC’s/NN tables
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Table Conversions (1)
• Most tables are the same or similar – in iSeries speak – a Copy/Map/Drop works.
• AR Tables need to run through the Data Conversion Process.
• Generic Text (F0016,161,162,163,164) – custom conversion program created.
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Table Conversions (2)
• Chart of Accounts (F0006/F0901) – copy works fine – decided that all COA maintenance is done in World!
• F0902/F0902B/F0911/F1201/F1202 ok
• Address Book ok – custom program to move email address into correct E1 file.
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Environment Setup
• Setup User Profiles + Security Groups
• Security on Group Profiles only
• Created program and report versions and new menus
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Reports & Forms Mgmt
• Started using BI Publisher for Forms Mgmt(it’s free – but ……..)
• Tools 8.98.1 did not offer total control over email From / Subject / Content fields. 8.98.3 comes close but…..
• We wrote our own “Wrapper” around BIP.
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BI Publisher – What we Got
What we got out of the box
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BI Publisher – What we Wanted!
What we wanted out of the box
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BI Publisher
Full Email control Multiple “From” addresses Controlling Subject Lines Form constructed emails Archive everythingTest for non-”Junk Mail”
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BI Publisher – Bursting Control File
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BI Publisher – Archive Everything
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BI Publisher - Summary
• Our solution supports our multi-company, multi-location requirements.
• Some reports customised to support “Email to Submitter” functionality
• Latest Tools Release offers some of the functionality we were looking for – Not All!
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BI Publisher – Further Info
• White Paper covering our solution was published by JDETips in March/April 2010.
Suggest you check out the article!
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Chart of Accounts
Custom E1 Job to copy Chart of Accounts from World to E1
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What went well? (1)
• We got the right people on board at the start of the project.
• We got them on our payroll and made sure they had our best interests at heart.
• We did not “Over Promise” – Our message was “We are Changing Foundations”
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What went well? (2)
• Once we accepted World to E1 V9 was a re-implementation – the transition went well!
• Data conversion – no major issues
• User acceptance – no major issues
• Management – why does it take so long!
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What didn’t go well….
• BI Publisher had more bugs in it that an anthropologists backpack!
• Trying to take the high ground on “No Mods” – failed – we made a few mods…!
• Underestimated the setup time and effort
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What would we do differently
• Increase the core team by 50% - to three!
• Sell the “Big Picture” better to management – “don’t expect either time savings or staff reductions by upgrading to E1 V9”
• Sell the “Creating Future Possibilities”
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Our message our Business
By upgrading to JDE E1 V9 – we are creating a range of “Future” possibilities
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Our Business Case
• Single ERP Application on a Single Platform
• Considered World E9.1 vs E1 V9, chose E1 due to platform, software capabilities and available resources.
• View to increasing JDE Module Use
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In Summary
Listen and Talk to everyone – they all have a story…. Some of them are even
believable!
If they don’t know JDE World – run!
(test their knowledge!!!!)
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In Summary
The hardest thing you will have to do is
START!
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Contact Details
Roger Franklin (0413 040 389)
David Taverner (0407 025 975)
Vaise Williams (0415 597 508)
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Tell us what you think…
• http://feedback.insync10.com.au