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r12 Upgrade

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R12.1UpgradeisEasyThatwhichwepersistindoingbecomes easier,notthatthetaskitselfhasbecome easier,butthatourabilitytoperformithas improved. RalphWaldoEmerson(1803 1882)

BuytheBook thelittler12.1 upgradeguide StepbyStep guideto upgrading11i toRelease12.1 www.trutek.com

AgendaFunctionalUpgrade UpgradeDrivers ReasonstoUpgradeCostSavingsHardwareandMaintenance

Simplify,Standardize,SharedServices

KeyR12NewFunctionality UpgradeTeam UpgradeRolesandResponsibilities SteeringCommittee UpgradeSuccessFactors Customizations GapAnalysis

AgendaAlignBusinessprocesseswithOracleApplications Testing FunctionalandLoad Assessments R12.1UpgradeCategories:1. 2. 3. 4. PlantoUpgrade PreparetoUpgrade PerformtheUpgrade FinishtheUpgrade Testing

UpgradePaths TechnicalUpgrade UpgradebyRequest VerificationTasks ReducingDowntime

WhoCares? Managers SuperUsers DBAs Developers QualityAssurance Testing HardwareArchitects

R12.1.2FunctionalUpgrade TheR12Upgradeisnotjusta technicalupgrade Thefunctionalupgradeconsists ofmappingnewbusiness requirementswithnew functionalfeaturesinR12.

UpgradeDrivers Compliance CostSavings HardwareStandardization

CompetitiveAdvantage Integration NewFunctionality

Capability MaturityModelEfficiency drives Cost Savings

Shared Services Standardize Simplify

Technology&ProcessConvergencelead toSimplification,Standardizationand SharedServices

HardwareUpgradeBenefitsSimplify and Standardize Migrate to more cost-effective 64-bit Linux servers Migrate Application Servers to 64-bit Hardware Support more users with more addressable memory

Utilize Virtualization to help standardize Implement a SAN with block virtualization capabilities, aka snapshots

ApplicationUpgradeBenefitsSimplify and Reduce Maintenance Costs with: Real Application Testing Automate Patching & Provisioning Automate Diagnostics and Tuning Automate Change and Configuration Management Implement Transparent Data Encryption for better security

SharedServices Drivecostsavingsandincreaseinformationquality. Consolidatenonrevenuegenerating,administrativetasksin SharedServiceCenters. Eliminateredundantprocesses Utilizeselfservice, Automateprocesses, Standardizecommonbusinesspracticesreducescosts.

Helpscreateaconsolidatedviewofessentialglobaldecision makinginformation Enhancesthetimelinessandaccuracyofdata.With consistentbusinessprocessesthroughouttheenterprise, informationcanbegathereduniformly,withconsistent quality.

KeyR12FunctionalityAME IntegratedFinancials SubLedgerAccounting SubLedgerCurrencyViews MultiOrgAccessControl UserManagement ApprovalManagement

Advanced Global Intercomp any

UMX

KeyR12 FactorsMOAC SLA

GRC

UpgradeTeamFIN DedicatedTeamMembers TheUpgradeTeamshould beindependentfromdaily operations TeamMembersare selectedfromthebusiness asdeterminedbythe upgradeprojectmanager

HR

MFG

Upgrade TeamCRM PA

IT

UpgradeRoles&ResponsibilitiesTestingManager FunctionalManager CustomizationManager TechnicalManager LearnNewFeatures Testing GapAnalysis VerifyUpgrade

ProjectManagers

FunctionalSuperusersGapAnalysis Customizations: Identify Eliminate MigratetoSOA

IdentifyPatches UpgradeTechstacks MeasureDowntime ManageTechnical UpgradeSteps

DBAs

Developers

UpgradeManagerResponsibilities Managethefollowingmanagers: DevelopmentManager Customizations DBAManager TechnicalUpgrade SystemsManager HardwareUpgrade FunctionalSuperusers DevelopProcessAlignment TestingManager

ManagetheSteeringCommittee

SteeringCommitteeSteeringCommitteeResponsibilities: MaintainExecutiveSupport GatherUserRequirements DocumentUserSuccessFactors OrganizeUserstoExecuteTestScripts PrioritizeGoals/Issues DocumentUsersIssues MeasureProgressagainstUserSuccessFactorsand ReporttotheExecutiveteam.

TechnicalUpgradeResponsibilities DBAsandDevelopers Technical Testing Improve the Technical Foundation, hardware, software Understand existing Customizations Understand how new requirements affect the customizations Perform the Technical Upgrade Modify and implement new customizations and extensions Reduce downtime

FunctionalUpgradeResponsibilities Functional Testing Understand AS IS Model Understand TO BE Model Document the gap between the business process and OA processes Align the Business and Oracle Applications Understand existing Customizations Understand how new requirements affect the customizations Investigate, Improve and Implement Setups Train the Users for example, iProcurement Reduce downtime Verify Upgrade

CompetingPriorities ReimplementversusUpgrade HardwareMigration DataCleanup ImplementNewModules Customizations Eliminate Replacewithnewfunctionality MigratetoSOA

MinimizeRisk1. 2. 3. 4. 5. TestingProficiency TestScriptsshouldberunaftereach

patchorclone

EnableFastBackupandRestorewithblockvirtualizationor snapshots LettheDBAsandDeveloperspracticetheirpieceofthe upgradeinanindependentenvironment Decoupleotherprojectsfromtheupgrade:newmodules,fix customizations,hardwaremigration,newbusinessprocesses PerformLoadTestingifthereisanyquestionaboutcapacity

ManagersViewofUpgradeSuccessTeamwork Theupgradewillnot succeedwithout TEAMWORK. Communicationis essential. Time&Money 3monthsto1year $1000peruser+$500 peruser(iusers)with $150Kminimum IncludesCustomizations Doesnotinclude implementingnew modules,hardware migration,etc.

Time & MoneyUpgrade Success

Teamwork

Skills

Skills Augmentmissingskills RentaConsultant UpgradeSpecialistsare worththemoney

BudgetTraining Functional Analysis Technical Upgrade Customizations Testing 10% - 20% 20% - 30% 20% - 30% 0% - 60% 30% - 40%

Categories and range of the percentage of the total budget

TeamObstacles Infighting ShirkingofResponsibilities LackofTrust CriticalSkillGaps

CriticalSuccessFactorsGapAnalysisrequires: Superusersthat understandthenew featuresofR12.1& understandthe customizations Testingisthebasisof successforupgrades Testingrequires practice Testingrequires Management Testingrequiresthe bestandmost knowledgeableusers

TestingUpgrade Success

Gap Analysis

CustomizationsCustomizations Identify Document Eliminate MigratetoSOA

Customizations CEMILIs SoftwareFrameworkforExtensions, Customizations,Extensions,Modifications, Internationalizations,Localizations,and Integrationframework. 19classesofextensions Oraclespublishedguidelinesfordeveloping andimplementingcustomextensionstoOracle Applications.

CEMLIConfigurations,Extensions,Modifications,Localizations,and IntegrationsCEMLI. TheCEMLIUpgradeincludesdeterminingtechnicalimpactofOracleE BusinessSuiteRelease12.1onCEMLIs,upgradingCEMLIstothenew technologystack,retrofitofCEMLIsforcompatibilityandusabilityon OracleEBusinessSuiteRelease12.1. Identifyallcustomizations Checkinallcustomizationsintoconfigurationmanagement DeterminecustomizationsthatarereplacedbynewR12.1 functionality ReCodecustomizations PrepareCustomizationUpgradeImplementationPlan CustomizationConfigurationManagement

Customizations,Extensions, Modifications, Testingisthebasisof successforupgradesModifications

Modifica tionsExtensions

R12.1Upgrade Customizat ions

Testingrequires practice Testingrequires Management Testingrequiresthe bestandmost knowledgeableusers

Extens ions

Customizations Identify Document Eliminate MigratetoSOA

Vanilla StartswiththepresumptionthatOOTB processes*willwork80+%ofthetime Timeisspentfocusingonthetruegaps(= 9.2.0.8 & DST P4

No

DB version at Least 9.2.0.6

YesUpgrade Database directly to 11.1.0.7

YesUpgrade Database to 10.2.0.3 Use the OH from the 12.0.4 RapidWiz

This guide assumes we start with EBS version 11.5.10.2 and 9.2.0.6 of the database. We upgrade to 10.2.0.3 as an interim step to 11.1.0.7, because this home comes with the 1204 install, The OH that comes with the RapidWiz install has all the necessary database patches already applied.

DB Upgrade Finished

Use the OH from the 12.1.1 RapidWiz install

Post DB Upgrade Steps For R12.1 Fix Korean lexers Run adgrants.sql Grant to CTXSYS Validate Workflow Run AutoConfig Gather Stats for SYS Grants and Synonyms Fix Syn for Trade Mgmt

Fix Daylight Saving Time Patch 4

Upgrade Database to 11.1.0.7 Use the OH from the 12.1.1 RapidWiz install

OverviewofTechnicalUpgradeNo Start 11.5.9 Or 11.5.10 Yes OATM Enabled Yes Recommended: Convert to OATM Perform steps in Chapter 1 and Chapter 2 Except DB migration DB at 10.2.0.4 or 11.1.0.7 Yes Perform steps1 and 2 In Chapter 3, stop at Step 3 Migrating the DB Downtime starts here Yes Yes Finish Chapter 3 Perform the Upgrade Apply 12.1.1 patch Finish the Upgrade Finish Chapter 4 Post Upgrade Steps On-line Help patch Downtime ends here Upgrade DB to 10.2.0.4 or 11.1.0.7 Use the Rapidwiz 11.1.0.7 Oracle Home Apply DB Patches Upgrade Finished No Recommended Option to Upgrade DB To 11.1.0.7 Upgrade to 11.5.10.2 This guide assumes we start with 11.5.10.2

No

DB at 10.2.0.4 or 11.1.0.7 No

All DB patches are applied

OATM Enabled? No Yes Required: Convert to OATM

No

UpgradeTimeframe Typically,theupgradetoRelease12.1from11.5.10.2willrequirea 3to4dayweekendfordowntime,startingatthecloseofbusiness onWednesdayorThursday,fora3or4daydowntimewindow. Thedatabaseupgradegenerallytakes8to12hours,Ifthedatabase upgradeiscompletepriortoupgradeweekend,itspossibletodoa 2dayapplicationsupgradefrom11.5.10.2. Thedatabaseupgradecanbecompletedindependentofthe Release12.1applicationsupgradeandifpossible,shouldbe completedweeksormonthsbeforetheReleas