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Navigating Successful Upgrades Jason Fox Director of Solutions SAP Consulting SAP America

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Page 1: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05atl/navigating/foxfinal.pdf · for Java components LSO-CP 3.0 ... business processes and reduce upgrade downtime ... ©SAP AG

Navigating Successful Upgrades

Jason FoxDirector of SolutionsSAP ConsultingSAP America

Page 2: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05atl/navigating/foxfinal.pdf · for Java components LSO-CP 3.0 ... business processes and reduce upgrade downtime ... ©SAP AG

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Upgrade Tools, Accelerators, & Services – An Overview

Upgrade Info CenterDelta informationRelease notesDocumentation and helpful guides

Upgrade RoadmapProject planAccelerators

Solution Manager for UpgradesHow it worksAssociated tools

SAP Upgrade Service Select AssessmentGoals of the AssessmentWhat to expect

Other Upgrade Services

Page 3: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05atl/navigating/foxfinal.pdf · for Java components LSO-CP 3.0 ... business processes and reduce upgrade downtime ... ©SAP AG

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ERP Upgrade/Transition Challenges Along the Life Cycle

Upgrade Discovery

Upgrade Project started

Upgrade Planning and Execution

Upgrade completed

Define value propositionCost estimation and risk assessmentStaffing and upskillingof project team

Align IT strategy with SAP release and maintenance strategyDecide on best timing for transition

IT infrastructure sizingApplication/Modification Adjustments Minimize downtimeEfficient test managementDelta training of affected end-users

Decide on Maintenance

strategy

Cha

lleng

es

Define Upgradestrategy

Minimize costs and risks of upgrade

Upgrade Evaluation

Depending on complexity of current solution landscape, customer's experience and the scope of

the upgrade project, customers face different challenges and need tailored help

Depending on complexity of current solution landscape, customer's experience and the scope of

the upgrade project, customers face different challenges and need tailored help

Page 4: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05atl/navigating/foxfinal.pdf · for Java components LSO-CP 3.0 ... business processes and reduce upgrade downtime ... ©SAP AG

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SAP Upgrade Offerings Along the Life Cycle:Content that meet the upgrade challenges

Upgrade Project started

Upgrade Planning and Execution

Upgrade completed

Decide on Maintenance

strategy

Cha

lleng

es

Define Upgradestrategy

Minimize costs and risks of upgrade

Upgrade Discovery Upgrade Evaluation

Upgrade Info Center

Upg

rade

Inf

o S

ourc

es Upgrade Roadmap

powered by SAP Support Portal powered by SAP Solution Manager

Page 5: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05atl/navigating/foxfinal.pdf · for Java components LSO-CP 3.0 ... business processes and reduce upgrade downtime ... ©SAP AG

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Development News Browser

Page 6: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05atl/navigating/foxfinal.pdf · for Java components LSO-CP 3.0 ... business processes and reduce upgrade downtime ... ©SAP AG

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Statement of Direction

Taking the place of the Development News

Browser is the “Statement of Direction”

Page 7: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05atl/navigating/foxfinal.pdf · for Java components LSO-CP 3.0 ... business processes and reduce upgrade downtime ... ©SAP AG

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mySAP ERP Master Guide

Another helpful tool is the “Master Guide for mySAP ERP 2004”

Industry release info

Functional component info

Upgrade sequence

Technical system info

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Links @ SAP Service Marketplace

mySAP ERP http://service.sap.com/erpSAP NetWeaverhttp://service.sap.com/netweaver

Development Newshttp://service.sap.com/developmentnews

SAP R/3 Enterprise http://service.sap.com/enterpriseNew Release Strategyhttp://service.sap.com/releasestrategy

Release Noteshttp://service.sap.com/releasenotes

Upgrade Information Centerhttp://service.sap.com/upgrade

Upgrade Focus Grouphttp://service.sap.com/ufg

Upgrade Technology Toolshttp://service.sap.com/upgradetech

Safe Guardinghttp://service.sap.com/safeguarding

Maintenance Strategyhttp://service.sap.com/maintenance

Online Helphttp://help.sap.com

Training Contenthttp://service.sap.com/trainingcatalog

Modification Clearinghttp://service.sap.com/custdev

Page 9: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05atl/navigating/foxfinal.pdf · for Java components LSO-CP 3.0 ... business processes and reduce upgrade downtime ... ©SAP AG

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SAP Upgrade Roadmap at a Glance

DefinitionAs a central guidance for the entire project team, the SAP Upgrade Roadmap (Version 2.0) provides SAP's latest upgrade methodology to plan and execute an SAP upgrade project. It bundles SAP's latest knowledge and best-practices of basic project management, functional and technical aspects to upgrade an entire SAP system landscape.

Coverage: It covers the following aspects of an upgrade projectOrganizational / basic project management aspectsApplication-specific aspects

Process design - application and modification adjustments Test planning and executionEnd-user training and documentation

Technology aspects IT infrastructure planning and re-sizing Administration and security concept Technical upgrade procedure

Target GroupProject lead Project team member (functional and technical experts)

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SAP Upgrade Roadmap – Concept

The navigation structure consists of:

PhasesWork packagesDeliverablesMethods

Aligned to the structure are:

MilestonesUpgrade Services

One-step access to essential SAP upgrade knowledge…

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SAP Upgrade Roadmap in SAP Solution Manager

Additional features in project-specific useCentral status and issue trackingAssign and monitor activities of responsible project team membersStorage of project documents and flexible search by kewords

Additional features in project-specific useCentral status and issue trackingAssign and monitor activities of responsible project team membersStorage of project documents and flexible search by kewords

Monitor key activities with central project administration…

Page 12: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05atl/navigating/foxfinal.pdf · for Java components LSO-CP 3.0 ... business processes and reduce upgrade downtime ... ©SAP AG

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Project Management AspectsSample Project PlanSAP Solution Manager – Usage GuideDescriptions on available SAP Upgrade Services

Application-Specific AspectsSolution-specific upgrade master guides SAP Development NewsSAP Release Notes

Technology AspectsUpgrade Guides and Best Practices for OS/DB MigrationFront-end deployment and Network sizing aspectsProduct Availability Matrix, including platform-specifics Details on system copy when using temporary hardware

SAP Upgrade Roadmap - TOP 10 Accelerators

Page 13: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05atl/navigating/foxfinal.pdf · for Java components LSO-CP 3.0 ... business processes and reduce upgrade downtime ... ©SAP AG

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Five new flavors for major upgrade paths within mySAP ERP 2004

Number of accelerators:

In total: 246 Accelerators 64 unique for specific mySAP ERP components

Upgrade Roadmap - New Flavors for mySAP ERP 2004

Source release Target release within mySAP ERP

No. of new accelerators

SAP R/3 3.1i...4.7X200 SAP ECC5.0

SAP E-Recruiting 3.0

SAP Learning Solution 3.0

SAP SEM 4.0

SAP FSCM 3.0 (Biller Direct; Dispute Management)

99 (27 unique)

SAP E-Recruiting 2.0 2 (2 unique)

SAP Learning Solution 2.0 55 (13 unique)

SAP SEM 3.0...3.5 56 (10 unique)

SAP FSCM 2.0 34 (14 unique)

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List of Accelerators for mySAP ERP 2004

mySAP ERP in general

SAP E-Recruiting

SAP Learning Solution

SAP Financial Supply Chain Management

SAP Strategic Enterprise Management

Statement of DirectionValue Proposition DocumentDelta Training MaterialRelease Notes

Solution Master GuideSolution Operations GuideProduct Availability informationRelease Information Notes (Tech Restrictions)

Upgrade Note for E-Recruiting 3.0

Biller Direct:Security NoteInstallation and Upgrade Note

Dispute Management:Specific sizing informationInstallation/Upgrade Note

Installation Guidesfor Java components LSO-CP 3.0Java Authoring Environment 3.0Offline Player 3.0Installation Note

Upgrade NoteApplication Security Guide

Upgrade Release Notes: SEM 3.0 -> 4.0; SEM 4.0 and FinBasis 3.00 -> Netweaver‘04

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Upgrading with SAP Solution Manager – process in detail

Upgrade RoadmapUpgrade Roadmap

ProjectPreparation

Define upgradeproject

Define upgradeproject

Analyze as-isIT landscape Analyze as-isIT landscape

Delta trainingDelta training

Final Preparationfor Cutover

SAP Solution ManagerSAP Solution Manager – Supporting upgrade features

Production Cutover & Support

Solution UpgradeSolution Upgrade

Issue Tracking / Monitoring / ReportingIssue Tracking / Monitoring / Reporting

UpgradeBlueprint

Define exist./to-becore processes

Define exist./to-becore processes

Verify existingtesting materialVerify existing

testing material

UpgradeRealization

Configure newprocesses

Test processes

Configure newprocesses

Test processes

System Landscape Reporting

System Landscape Reporting

Identify release process and

function deltas

Identify release process and

function deltas

Create/use e-Learning material/Learning Maps

Create/use e-Learning material/Learning Maps

Compon. upgrade IMGs, Identify

upgrade-relevant config. settings

Compon. upgrade IMGs, Identify

upgrade-relevant config. settings

Plan and execute tests

Plan and execute tests

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NetProcess Solution Manager

111 Generate a LiveCapture ST03 input file and identify the used (in-scope) processes

222 Link the In Scope ST03 processes to the “To Be” Reference Model

333 Use the Solution Manager Import wizard to update Solution Manager

444 View the Reference Model with In Scope content

Populate the Reference Model

with ST03 Transactions

ST03 Report

Populating the Reference Model

NetProcess Integration by Intellicorp

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SAP Upgrade Service Select Assessments

Determine upgrade readiness of “as-is”technical environment and define requirements for “to-be” environmentUnderstand the customer-specific functional and technical benefits of upgradingEstablish a time frame, dependencies and define resource skill-set requirements to complete the upgradeInventory, analyze and address custom development and modifications to optimize business processes and reduce upgrade downtime

A series of assessment(s) designed to Jumpstart your upgrade project by providing answers to key upgrade questions and issues.

Page 18: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05atl/navigating/foxfinal.pdf · for Java components LSO-CP 3.0 ... business processes and reduce upgrade downtime ... ©SAP AG

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SAP Upgrade Service Select Assessments

Enablers reviewed Action plan reviewed & developedUpgrade benefits reviewed

Upgrade requirements discussedUpgrade strategies discussedBusiness drivers reviewed

Core business processes and pain points reviewed Value Assessment & Business Case Discussion

Customer Guidance Calls

Complete analysis of customers technical upgrade situationKnowledge transfer on SAP’s latest upgrade tools that can be appliedMilestone plan for upgrade project – action plan to mitigate risk Detailed Landscape analysis and recommendations to support upgradeCustom Development/Modification Identification and recommendationsReverse Business Engineering (RBE)

Technical Upgrade Assessment

Develop project plan and time lineEstablish resource plan and required skillsIdentify functionality updates since last release Identify training and education requirements

Project Planning/Benefits Assessments

Value assessmentProcess review Business case development

Business Case

Page 19: Navigating Successful Upgrades - SAPfm.sap.com/pdf/bf05atl/navigating/foxfinal.pdf · for Java components LSO-CP 3.0 ... business processes and reduce upgrade downtime ... ©SAP AG

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SAP Education Delta Training

For those seeking Delta Training, we make it easy to find what you need:Upgrade Course Finder is Live on www.sap.com/usa/education

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Other Related Upgrade Services

SAP HostingSAP will host your upgrade while leaving your existing landscape and system intact

No overlapping configuration or programming issues between your upgrade system and your production systems

SAP Application Management Services (AMS)Turn your configuration ownership and worries over to SAP for upgrades and beyondUnder your direction, SAP will continuously propose and implement solutions to better run your business