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    Twelve Steps to an Oracle Apps Upgrade

    11.5.9 to 12.0.6 Upgrade Experiences from Hazelden Foundation

    Jeff Vold John Stouffer

    Hazelden Foundation Oracle E-Business ACEOracle Apps DBA Independent Consultant

    [email protected] 214 535 6847

    www.hazelden.org [email protected]

    www.justadba.com

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    About Hazelden Foundation

    Environment and Project Overview

    12 Steps to an Oracle Upgrade

    Other Observations

    Questions

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    Since its 1949 founding in a Minnesota lakeside farmhouse,Hazelden has grown into one of the world's largest and mostrespected private not-for-profit alcohol and drug addiction

    treatment centers.We have helped tens of thousands of people reclaim their livesfrom the disease of addiction. Hazelden offers the nations mostcomprehensive approach to addiction by addressing the full rangeof patient, family, and professional needs, including treatment andcontinuing care for youth and adults, research, graduate school ofaddiction studies, public education, and publishing.

    We have facilities in Minnesota, Oregon, Illinois, New York, andFlorida. For more information, visit www.hazelden.org

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    Modules

    Financials (AR GL AP FA PO)

    Inventory (INV, BOM, Advanced Supply Chain)

    Order Management (including Advanced Pricing and Quoting)

    Components of CRM and Project Costing

    iStore

    Taxware - 3rd Party Tax Engine

    Customizations

    Custom Interfaces, code, and objects

    Custom seeded packages

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    Three Tiers

    Hardware - Sun Solaris 880s & 480s (2.8 OS)

    DB Tier

    9.2.0.8 Database - Raid 5 disk

    8 gig RAM and 4 CPUs

    Admin/Concurrent Managers Internal Apps tier

    Load Balanced (11501 Cisco Content Switches)

    Web, Forms, and Reports

    Discoverer 10g (Note:373634.1 Option B)

    External Apps Tier (In DMZ)

    iStore Custom Website using JBoss

    Disk Space Allocated (Production)

    Database Space 198 gig/Used Space 132 gig

    **Environment Space allocated 667 gig

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    Sun Solaris M5000 Servers (Solaris 10 OS)

    Reduced physical number of servers from 9 to 4

    Still three tiers

    DB Tier

    10.2.0.4 Database Raid 10 Disk

    16 gig Ram and 6 CPUs

    Admin/Concurrent Managers

    Internal Apps tier

    Load Balanced (11503 Cisco Content Switches)

    Web, Forms, and Reports

    Discoverer 10g (Note:373634.1 Option B)

    External Apps Tier (in DMZ)

    iStore

    Custom Website Using JBoss

    Disk Space Allocated (Production)

    Database Space 283 gig/Used Space 207 gig

    **Environment Space allocated 1170 gig (extra allocated for growth)

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    Staff

    1 Project Manager/Apps BA (and now E-Bus Tax Expert)

    1 Apps SysAdmin/Analyst

    1 Discoverer Administrator (& SysAdmin backup)

    1 Java/Web Developer

    1 Senior Software Engineer

    1.5 DBAs

    12 Super Users (No Staff Augmentation)

    Unix, Network, and Desktop Resources

    Total Staff Hours 08 & 09 18,631

    Minimal Budget Available for Outside Consultants

    Technical DBA

    iStore Specialist

    Financials & OM Consultant

    Total Consulting Hours 08 & 09 1,011

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    Dont Underestimate Size, Scope, and Complexity

    Read and follow all the breadcrumbs

    Documentation, Metalink, Blogs, and OAUG

    Training

    Network with Others

    Start Team Building Decide on Architecture

    Hardware Configuration

    Upgrade Method

    Other Details

    Testing

    Review and Update Super User Test Plans Prior to Project

    Plan for heavier user testing at the beginning

    Test Both (11.5.9) Migrated Data & Newly Created Data Thoroughly !!

    Customizations - Less Issues Than Anticipated

    Spent many hours reviewing/updating/correcting documentation

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    Organization

    Naming Conventions

    Build Documentation

    Unix Directory Structure

    Windows IT Directory Structure

    R12 Environments

    Patch, Dev, Test, Training, Production

    Managed Gold Environment with Backups

    Expect bumps in the road

    Extra clones

    Extra SRs

    Use Oracle Support Configuration Manager

    Extra Patches (111 patches)

    Other issues

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    Advanced Preparation and Planning Outage Window

    DBA Team

    Run through many iterations of practice build

    Optimize process to reduce manual steps & time

    Detailed build Instructions SysAdmin, Web, & Developers

    Same holds true practice and optimize documents

    Super Users

    Pre-upgrade shutdown plan

    Post upgrade Setups, Validation, Input Orders, Startup

    Work with Business (and IT) on Go-Live Dates

    Create end-to-end Go-Live Weekend Plan

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    Installation Guide: Using Rapid

    Install R12 B31295-07

    Mount the Red Start Here cd

    => perl /mnt/cdrom/Disk1/rapidwiz/adautostg.pl

    Check Rapid Installer Version

    cd /Stage12/startCD/Disk1/rapidwiz

    ./RapidWizVersion

    Download latest Rapid install startCD directory.

    (MetaLink Note 549389.1 12.0.4 Patch 8582089 12.0.4.10)

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    Run Rapidwiz

    ./rapidwiz -servername hfdvd (Logical Host Name)

    Select Install Oracle Applications Release 12

    Rapidwiz errors on OCM Details Screen Refer to MetaLink Note 746666.1

    Now fixed if using RapidWizVersion 12.0.4.10

    RW-50004 Step 3 of 5 adrunias.sh

    APPS Tech Stack Registration fails

    Continue with install & then rerun failed command separately

    Now fixed if using RapidWizVersion 12.0.4.10

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    Apply 10.2.0.4 Database Patch (6810189)

    Apply Additional DB Patches (i.e., Latest CPU/PSU)

    Oracle/Toad Issue Package names listed multiple times

    Upgrade OracleAS 10g 10.1.3.4 (.5 is latest) MetaLink Note 454811.1 lists latest Oracle AS 10.1.3.x

    Upgrade OracleAS 10g Forms and Reports

    MetaLink Note 437878.1 lists latest upgrade info

    OC4J Configuration Assistant Fails

    Developer Suite 10g Builders Now Included

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    Upgrade Guide: Release 11i to Release

    12.0.4 (E12011-02) / 12.1.1 (E16342-01)

    Apply Pre-Upgrade Patches to 11i

    11i.AD.I

    TUMS (Report Lists Steps NOT to Apply)

    SLA Pre and Post Upgrade (MetaLink Note 604893.1)

    Run AD Prep Scripts (Patch 5726010)

    Others

    Create a Clone of Production to New Server

    Clone 9.2.0.8 Oracle Software

    Copy database and perform recovery as new name

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    Upgrade Database to 10gR2 Manually or use DBUA

    10gR2 DB Prep Guidelines for R12.0.4 (MetaLink Note 403339.1)

    Interoperability Notes 11i with DB 10gR2 (MetaLink Note 362203.1)

    Complete Checklist for Manual Upgrades to 10gR2 (MetaLink Note 316889.1)

    Database Connect Role now only contains Create Session

    utlu102s.sql may differ from dba_registry (MetaLink Note 456845.1)

    catupgrd.sql ORA-00904 Other XML Error

    Recreate Plan Table (MetaLink Note 605317.1)

    Data Mining and OLAP need to be installed

    Had to rerun olap.sql and dminst.sql to be valid

    Run Script to Fix Korean Lexers (dr$fnd_lobs_ctx$i max extents)

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    Review List of All Known Application Patches and Download

    Use admrgpch to Group Patches

    Prior to Patching

    Review R12 Best Practices

    Increase Tablespaces Modify $APPL_TOP/admin/adovars.env - Increase ADJREOPTS

    Disable Custom Triggers

    Other Fixes to Prevent adworker Errors

    Enable Maintenance Mode with adadmin and Let it Rip !

    12.0.4 Upgrade Driver E-Bus Tax Pre-Install

    E-Bus Tax Data fixes

    cd $AU_TOP/patch/115/driver (u6394500.drv)

    adpatch options=nocopyportion, nogenerate portion

    Useful Unix utilities - screen, less, & gvim

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    Run Pre-Install Merge Patch

    Run Merge Patch (Includes 12.0.6)

    12.0.6 long_running_jvm=false (MetaLink Note 761869.1)

    One-off Patches Not Included in a Merge Patch.

    Post Patching Steps

    Use of Logical host names created challenges

    Run fnd_conc_clone.setup_clean

    SysAdmin Responsibility => Install => Nodes - Corrected host names andIP Addresses

    Fix FND_CONCURRENT_QUEUES

    1000 Concurrent Manager Programs

    ARHMAILS - Mailstop Migration Runs 6.5 Hours

    Support provided new arhmails.sql (no patch)

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    MetaLink Reference Note 384248.1 (Check Note 785296.1)

    Two Methods for Creating

    Using Rapidwiz (Section 3)

    Not Using Rapidwiz (Section 4)

    Share Mount Points from DB Server

    Non-Production One NFS

    Production Five NFS Mount Points

    appl, comn, 10.1.2, 10.1.3, and inst

    Run adpreclone on appsTier

    perl adpreclone.pl appsTier

    Encountered issue with cookies ( Notes 465583.1 and 268830.1)

    Run adclonectx.pl to Add a Node

    perl adclonectx.pl addnode contextfile=

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    Provide the values required for creation of the

    new APPL_TOP Context file.

    Target System Hostname (virtual or normal) [pra1] : pra1

    Target System Domain Name : cc.hazelden.org

    Target System Root Service [enabled] : Target System Web Entry Point Services [enabled] :

    Target System Web Application Services [enabled] :

    Target System Batch Processing Services [enabled] : disabled

    Target System Other Services [disabled] :

    Do you want to preserve the Display [prd:0.0] (y/n) ? : n

    Target System Display [pra1:0.0] : localhost:15.0

    Database port is 1529

    Do you want the the target system to have the same port values as the sourcesystem (y/n) [y] ? : y

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    Autoconfig (MetaLink Note 387859.1)

    Meant to make managing configuration easier

    Review changes first using adchkcfg.sh

    Running AutoConfig

    Rolling back an AutoConfig Session using restore.sh

    Custom Templates

    view httpd.conf

    ## $Header: httpd_conf_1013.tmp 120.25.12000000.9

    Or run adtmplreport.sh target=httpd.conf

    $FND_TOP/admin/template/custom

    Document all changes

    Include files (IFILE)

    example.. tnsnames.ora

    IFILE=/u19//10.1.2/network/admin/DEV_hzdev_ifile.ora

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    Log into OAM with SYSADMIN

    Go into License Manager

    Click Products under License

    Click License Component Application

    Click Continue and Register Modules

    Through adadmin

    - Generate message files

    - Generate forms files

    - Generate report files

    - Generate product JAR files and force generation Yes

    - Compile APPS schema

    - Compile menu information

    - Compile flexfields

    MetaLink Notes 577644.1 and 371016.1

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    Reapply Customizations

    Create Custom Directories (Same convention as seeded)

    Register custom tops (Navigation: Applications=>Register)

    Migrate Code from 11i Top to New R12 Custom Top Install Custom and Custom Seeded Objects & Code into Database

    Created script to check if custom seeded object were overwritten

    Examples of post upgrade fixes

    FSGs Completes with Error ORA-1722 (Note 579655.1)

    R12: Tools -> Copy Function fails with FNDFS Error (Note 419142.1)

    Cant Insert User Role When Assigning Responsibility (Note 559347.1)

    frmcmp_batch.sh ora-12154 Couldnt resolve connect (Note 826024.1)

    ORA-01001 When Clicking Cancel-Query Button [ID 436537.1]

    Check for Invalid Objects, Statistics, Full Backup, Clones, and More

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    Upgrade Time

    DBA backup to hand off for setups - 33 hours

    SysAdmin/Super User Setups 13 Hours

    Super User Non-Transactional Validation 3 hours

    Super User Transactional Validation (Input orders) 6 hours

    Super User/IT Transactional Troubleshooting 19 hours

    Go-Live Decision? => Its a go!

    Some Stats as of 4/1/2010

    Internal Problem Requests

    Total 589/Pre Go-Live 445/ Post Go-Live 144

    R12 Oracle Support Service Requests

    Total 235/Pre Go-Live 176/ Post Go-Live 59

    Top Modules

    E-BusTax, Receivables, Order Mgmt, Payments, & Payables

    iStore not as bad as expected

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    Pre Go-Live SRs 7/27/08 7/27/09

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    Post Go-Live SRs 7/28/09 4/1/10

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    XML Reports and Logical Host Names

    Java.Net.ConnectException: Connection Timed Out (MetaLink Note 753395.1)

    Patch 7449694 and Profile option change

    RUP6 APP-FND-01540: Unsuccessful logins since last session

    11.5.10 Fix But Disables All Notifications

    Oracle Provided Fix Patch 5015899

    Credit Card Issues

    Migrated Credit Card Orders not Masked (Patch 7708802)

    Credit Card issues with back orders (still issue)

    AP Suppliers and Bank Accounts (Now in TCA)

    Thoroughly check bank accounts migrated correctly

    External Bank account numbers missing (Oracle API to Update)

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    Tax Issues

    E-Bus Tax Integrated with 3rd Party Taxing Solution Taxware

    EBTax Many Upgrade Issues (Note 602030.1)

    Multiple Issues with Tax Exemption migrations (Some fixed others not)

    Taxware does not work for Canada

    Need to use E-Bus Tax

    Workflow Issues

    After upgrading to 12.0.6, WFERROR is ending in Error (Note 815173.1)

    Workflow error alerts when customer is created/updated (Note 1070881.1)

    Workflow error alerts when creating Party Relationship for Org (Note 864353.1)

    Disable Workflow AP email Remittance Advice not used (Note 472389.1)

    Purge ICX_SESSION_ATTRIBUTES Issue

    R12 ICX: Limit Time = 24 (hours) (Seeded with 999)

    iStore

    12.0.6 Lost ability for branded sign-in page (Note 732970.1)

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    Jeff Vold

    [email protected]

    www.hazelden.org

    Hazelden Foundation

    And

    John Stouffer

    Independent [email protected]

    www.justadba.com