Planning Your Upgrade To Oracle E-Business Suite 12.2 PDF

Planning Your Upgrade to
Oracle E-Business Suite 12.2

Anne Carlson
Senior Director, EBS Product Strategy
Oracle E-Business Suite Development
October 26, 2015
Copyright 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential Internal/Restricted/Highly Restricted
Safe Harbor Statement

The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
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Copyright 2015, Oracle and/or its affiliates. All rights reserved. |
Program Agenda
1
EBS Strategy and Roadmap
12.2 Upgrade Planning Considerations
Key Takeaways
Additional Resources
EBS 12.2.5 Press Release and Video Highlight

Generally Available Oct 16, 2015
See Video Highlight and Other Links at Bottom of Press Release
education.oracle.com/streams/ebusinesssuite
Link to Press Release
Oracle E-Business Suite Release Roadmap

Continued Investment for Years to Come
New Release
12.1
12.1.2 12.1.3 12.1.3+
5/2009
12/2009
8/2010
12.2
9/2013
12.2.3
12.2.4
12.2.5
12/2013
9/2014
10/2015
12.2.6
12.2.7
12.3
Oracle E-Business Suite 12.2 Investment Priorities

Continued Investment Building Upon the Strengths of EBS Integrated Global Suite
Modern User
Experience and Mobility
Simple and actionable user
experience for operational roles
Financials
Human
Capital
Projects &
Procurement
EBS
Asset Lifecycle
& Service
Order Mgt
& Logistics
Manufacturing
& Planning
Functional
Advancements
Rich functional flows for modern
business in integrated global suite
Operational
Efficiency
Lower effort and cost to operate
and optimize EBS system
12.2 Upgrade
Planning
Considerations
1. Build the Business Case for 12.2 Upgrade

2. Understand Factors Driving Time & Resources
3. Understand Online Patching Architecture
4. Plan for Impacts on Business Users
5. Plan for Impacts on Apps DBAs
6. Plan for Impacts on Customization Developers
7. Determine the Target Code Configuration
8. Plan to Provision Upgrade Environments
9. Understand the Upgrade Process
10. Test and Optimize Your Upgrade Process
12.2 Upgrade
Planning
Considerations

Oracle E-Business Suite 12.2 - Highlights

Signature Feature Online Patching for Business Continuity
Users remain online while patches are applied

User downtime is limited to a short cutover period
The maintenance window in 12.2 is predictable
Critical business operations and revenue

generating activities continue during patching
10
Oracle E-Business Suite Release 12.2 Highlights

Reduced Downtime; Richer User Experience and Functional Flows Across the Suite
Modern User
Experience and Mobility
Functional
Advancements
Operational
Efficiency
Latest Oracle Look and Feel: Choice for Icon-Based Navigation; New Interactions & Widgets
Tablet Optimizations: Support for Familiar Tablet Interactions in HTML UIs; Tablet Optimized App Designs
Smartphone Apps: Simple, Actionable Apps for Targeted Roles On the Go. Available for 12.1.3 & 12.2
Information Discovery: Dashboards to Identify & Act on Priority Transactions without Custom Reporting*
New Products
Functional Advancements Across the Suite
Procurement Command Center*
Subscription and Services Selling
Project Procurement*
Outcome-Based Procurement
Contract Renewal Command Center*
Supply Chain Agility across Logistics,
Advanced Project Planning and Control*
Manufacturing, Planning, and Service
Yard Management
Advanced Project Controls and Project Billing
Outsourced Manufacturing*
Linear Asset Management
In-Memory Cost Management*
Streamlined HTML User Interfaces
Supply Chain Event Management*
Customer Voted Enhancements
Online Patching: Patching While Users on the System for Reduced Downtime
Technology Stack: WebLogic Server, Advanced Configuration Management
Automated System Mgt and Testing: Enhanced Patch Wizard, OATS Flowbuilder with EBS Content*
* denotes new product(s) for 12.1.3 and 12.2
11
EBS Release Content Documents

12.1 and 12.2 New Products and New Features, Doc 1302189.1
Organized by
family, product,
and point release
12
Related Sessions
EBS 12.2 Highlights
Monday
Oct 26
4:00 pm 4:45 pm
CON6413 - Oracle E-Business Suite Technology: Latest Features and Roadmap

Lisa Parekh, VP Oracle
MW3002/3004
Tuesday
Oct 27
12:15 pm 1:00 pm
CON6411 - Oracle E-Business Suite: Whats New in Release 12.2 Beyond Online
Patching
Jeanne Lowell, VP EBS Product Strategy
MW-3022
13
Oracle E-Business Suite Support Timelines

Customer Choice to Use 12.1 or 12.2
Extended
2008 2009
2010
2011
2012
GA 11/2004
Extended
Extended
Premier
2014 2015
11/2013
11/2010
11.5.10
2013
GA 1/2007
Premier
Exception
Exception
GA 5/2009
2019
2020
2021
2022 2023
Sustaining
1/2015
Extended
5/2009
12.1
2017 2018
12/2015
1/2012
12.0
2016
Sustaining
Sustaining
12/2019
12/2016
Premier
Extended
9/2021
9/2013
12.2
Sustaining
Sustaining
Premier
Premier
GA 9/2013
Sustaining
1 Support updates as of 5/2015
12.2 Premier Support through 9/2021 (3 years of Extended Support changed to Premier Support)
For more info, see Oracle Lifetime Support Policy: Oracle Applications
14
Build the Business Case for 12.2 Upgrade

Summary
Online Patching for continuous business operation

More modern user experience to appeal to users
New functional features to reduce customizations & improve automation
Continuing, easy-to-adopt updates on 12.2

Longer support life on 12.2
12.2 Upgrade
Planning
Considerations

16
Key Factors Driving Time and Resources

12.1 to 12.2 Upgrade
Size of EBS footprint and uptake of new functionality

Number of modules and business flows that will need validation
Number and complexity of customizations and integrations

Compliance with new 12.2 development standards, including for vendor-supplied integrations
Complexity of topology
Multiple middle tier nodes, nodes inside and outside the firewall, RAC, etc.
Technical team skills

Readiness to adapt to 12.2 technology changes: Online Patching and WebLogic Server
Other changes you combine with the EBS upgrade

Move to new HW/OS, combine multiple instances into a global single instance, etc.
Different Project Team for the 12.1 to 12.2 Upgrade

11.5.10 to 12.1
Functional team is key
12.1 to 12.2
Technical team is key
Financials Specialists
DBAs
Tax Specialist
System Administrators
Business Process Owners
Customization Developers
18
12.2 Upgrade
Planning
Considerations

19
Online Patching
Dramatically Reduce Patching Downtime
Prepare
Copy the
production app
code
Apply
Apply one or more
patches to the
Patch Edition
Create a new Patch

Edition in the DB
Finalize
Compile invalid
objects
Wait for a good
downtime window
Users
Online
Cutover
Restart
application on
Patch Edition
Users
Offline
Online Patching cycle includes 5 phases

Application is only offline during the Cutover phase
Online Patching is used to apply all EBS patches in 12.2
Cleanup
Remove
obsolete
objects
Users
Online
Online Patching uses a Dual File System

Run file system
Patch file system
Used by online users

Stores a complete copy of all
Applications and Middle Tier
code
Logically mapped to either
fs1 or fs2
Used by patching tools

Stores a complete copy of all
Applications and Middle Tier
code
Logically mapped to either
fs1 or fs2
Non-Editioned file system

Used for data files
e.g.: data import/export files,
log files, report output files
Only stores data files
fs1 and fs2 switch Run and Patch designations during the Cutover phase of an Online Patching cycle
Run
fs1
Patch
Patch
fs2
Cutover
fs1
fs1
Run
fs2
Online Patching is enabled by 11gR2 Database Editioning

Multiple Copies of Database Code Objects Can Coexist
Client code connects to an

edition of database code
Business Users
DBA
Run Edition
Used by online users
Never changed by a patch
Patch Edition
Used by patching tools
Changes do not affect the running application
Patch Edition becomes the

Run Edition at Cutover
22
12.2 Online Patching Architecture

Run File System
Editions-Enabled Database
Patch File System
Oracle HTTP Server (OHS)
WebLogic Server (WLS)
Developer 10.1.2
Developer 10.1.2
APPL_TOP
COMMON_TOP
INST_TOP
Synchronization is managed
by patching tools
Non-Editioned File System
APPL_TOP
COMMON_TOP
INST_TOP
APPL_TOP_NE
FS1
PATCH_TOP
FS2
LOGS
FS_NE
23
Prepare: Sync Patch & Run File Systems, Create Patch Edition in DB
Run File System
Patch File System
Developer 10.1.2
Developer 10.1.2
APPL_TOP
COMMON_TOP
INST_TOP
Synchronization is managed
by patching tools
APPL_TOP
COMMON_TOP
INST_TOP
APPL_TOP_NE
FS1
PATCH_TOP
EBS
Patch
FS2
LOGS
FS_NE
24
Apply: Apply Patches to Patch File System and Patch Edition in DB

Run File System
Patch File System
Developer 10.1.2
Developer 10.1.2
APPL_TOP
APPL_TOP
COMMON_TOP
COMMON_TOP
INST_TOP
INST_TOP
APPL_TOP_NE
FS1
PATCH_TOP
EBS
Patch
FS2
LOGS
FS_NE
25
Cutover: Restart App Tier Services on Switched Patch and Run

Run File System
Patch File System
Developer 10.1.2
Developer 10.1.2
APPL_TOP
APPL_TOP
COMMON_TOP
COMMON_TOP
INST_TOP
INST_TOP
APPL_TOP_NE
FS1
PATCH_TOP
FS2
LOGS
FS_NE
26
Database Editioning and Transactional Data

Online Patching Copies the Code, but not the Transactional Data
A single copy of transactional data is stored in your database

Data storage objects such as tables and indexes are Non-editioned
Editioning Views project the correct logical view of physical tables to Run
and Patch Editions
Allowing patches to update the data model without interfering with the running app
Crossedition Triggers propagate data updates from Run to Patch Edition

Replacing traditional data upgrade scripts
27
Database Editioning Views

Enable Online Patching of Data Model Updates
Service Request Table Definition
Name
Type
Run Edition View

Service Request Editioning View
Name
Type
ID
NUMBER
ID
NUMBER
FILED_BY
VARCHAR2(30)
FILED_BY
VARCHAR2(30)
STATUS
NUMBER
STATUS
NUMBER
STATUS#1
VARCHAR2(30)
Patch Edition View
Patch and Run Editions see a different

projection of the table
Code in the Run Edition sees the Status
column as a NUMBER
Code in the Patch Edition sees the updated
Status column as VARCHAR2(30)
Service Request Editioning View

Name
Type
ID
NUMBER
FILED_BY
VARCHAR2(30)
STATUS
VARCHAR2(30)
28
Crossedition Triggers
Data in Existing Rows is Mapped from Run to Patch Edition
Crossedition Trigger
Service Request Table
ID
FILED_BY
STATUS
STATUS#1
JSMITH
11
OPEN
RGUPTA
30
INFO_REQUESTED
SDUBOIS
90
FIXED
Run Edition View

ID
FILED_BY
STATUS
JSMITH
11
RGUPTA
30
SDUBOIS
90
Patch Edition View
Numeric values 11, 30, 90 are mapped to character

values OPEN, INFO_REQUESTED, FIXED
ID
FILED_BY
STATUS
JSMITH
OPEN
RGUPTA
INFO_REQUESTED
SDUBOIS
FIXED
29
Crossedition Triggers
Data in New Rows is Mapped from Run to Patch Edition
Crossedition Trigger
Service Request Table
ID
FILED_BY
STATUS
STATUS#1
JSMITH
11
OPEN
RGUPTA
30
INFO_REQUESTED
SDUBOIS
90
FIXED
ACHANG
11
OPEN
Run Edition View

ID
FILED_BY
STATUS
JSMITH
11
RGUPTA
30
SDUBOIS
90
ACHANG
11
Patch Edition View
Numeric value 11 is mapped to character value OPEN
ID
FILED_BY
STATUS
JSMITH
OPEN
RGUPTA
INFO_REQUESTED
SDUBOIS
FIXED
ACHANG
OPEN
30
Understand Online Patching Architecture

Summary
All EBS patches for Release 12.2 and beyond are Online Patches
Online Patching of code is enabled by the new Dual File System and the
Database Editioning feature introduced with 11gR2
Online Patching of transactional tables is enabled by Database Editioning
Views and Crossedition Triggers
See Oracle E-Business Suite 12.2: Online Patching FAQ (Doc 1583902.1)
31
Related Sessions
Online Patching
Tuesday
Oct 27
4:00 pm 4:45 pm
CON8133 - Online Patching with Oracle E-Business Suite 12.2

Kevin Hudson, Senior Director
MW-3022
32
12.2 Upgrade
Planning
Considerations

33
Plan for Impacts on Business Users

Overview
New, more modern user experience

Any new functionality and business process changes you implement
Expectations around Online Patching downtime
34
Common Ground with Cloud Applications

User Experience Convergence
EBS 12.2.4 and 12.2.5 Touch Friendly New Home Page
Oracle Cloud Home Page
Shared User Experience Lab

35
Latest Oracle Look and Feel Across EBS

Manager Self Service: Simplified UI
EBS HCM 12.1.3
EBS HCM 12.2.5
36
Order Management: HTML User Interface

Modern HTML UI and Tablet Friendly Layout
37
Touch-Friendly Layout
Increased Spacing on Tablet for Easier Touch Interactions
Laptop / Desktop
Tablet
Increased Row,
Column Header,
and Button Height
Oracle Application Framework 12.2 responsively handles layout, based on device

38
Gesture Support
Page Interactions on Tablet via Touch
Page Scroll
Table Controls
Swipe up and down on region

to scroll page
Drag and drop to reorder

columns, hide columns
Table Scroll and Refresh

Swipe up and down in table
for more rows in table, or
sideways for horizontal scroll
39
Oracle UPK to Facilitate Change Management

Single Recording Produces Multiple Outputs for Use Throughout the Project Lifecycle
Multi-mode
Application Simulations
See It - Try It - Know It - Do ItPrint It
Training Guides
Instructor and Student
Process Recording & Editing

User Acceptance Test Scripts
System Process Docs and Job Aids

Oracle UPK: Multi-Mode Application Simulations

Enable Self-Service Learning for Business Users
User
Modes
SEE IT
TRY IT
KNOW IT
DO IT
Self-Running Demo
Interactive Simulation
Testing for Competence
Context-Sensitive Help
41
Expectations Around Online Patching Downtime

Set Appropriate Expectations for Online Patching Downtime
Online Patching does not mean zero downtime

There is still a brief Cutover phase during which users are offline
DBAs can choose to combine Online Patching Cutover with other

maintenance activities that prolong the downtime, e.g.:
Applying custom code
Updating system passwords
Online Patching cannot be used for Database and OS patching

Users will still experience a downtime when Database and OS patches are applied
42
12.2 Upgrade
Planning
Considerations

44
Plan for Impacts on Apps DBAs

Overview
New 12.2 patching utility to orchestrate Online Patching cycle

New 12.2 Technology Stack
Changes to Applications tier configuration and management
Applications tier sizing considerations

Changes to EBS cloning process
45
Learn ADOP New Utility to Orchestrate Online Patching

Steps You Through the Online Patching Phases
Prepare the running system for an Online
Patching cycle
$ adop phase=prepare
Apply one or more patches with a single

adop command
$ adop phase=finalize
Repeat Apply and Finalize phases as

often as needed
$ adop phase=apply patches=1234,5678

$ adop phase=cutover
$ adop phase=cleanup
Defer Cutover until a convenient time

When users are back online, do Cleanup
of obsolete objects
See Oracle E-Business Suite Maintenance Guide, Release 12.2
for adop syntax options.
46
ADOP - Patching of Single- and Multi-Node Deployments

Invoke ADOP on Primary Node to Manage Patching of any Secondary nodes
Primary
Node
Primary
Node
adop
Application
Tier
Application
Tier
adop
Database
Tier
Single Application Tier Node
Secondary Secondary
Node
Node
Database
Tier
Multiple Application Tier Nodes

EBS Release 12.0/12.1 Technology Stack

Client
Application
Database
10g
10gR2 | 11g
OC4J
Global Single
Data Model
BC4J
UIX
JDBC/SQL Net
HTTP/S
Web Listener
JSP
RAC & ASM
BI Publisher
Forms
48
EBS Release 12.2 Technology Stack

Client
Application
Database
R2
WebLogic Server
Global Single
Data Model
BC4J
UIX
JDBC/SQL Net
HTTP/S
Web Listener
WebLogic JSP
BI Publisher
RAC & ASM

Edition-Based
Redefinition
Forms
49
WebLogic Server 11g

Part of the EBS 12.2 Application Tier
Familiar to some Apps DBAs/Sysadmins

Will use both EBS Autoconfig and native
WebLogic facilities for 12.2 configuration
Dont assume that prior knowledge is

sufficient
See Managing Configuration of Oracle HTTP Server and Web Application Services in
Oracle E-Business Suite Release 12.2 (Doc 1905593.1)
50
Oracle E-Business Suite 12.2 Configuration

Where to perform configuration changes
Fusion Middleware
Control
WLS Administration
Console
Oracle Application Manager &

Autoconfig
SID name, Listener, dbPorts, etc.
Database Home
Performance directives, log

Oracle HTTP Server
configuration, ports, mod_perl,

mod_wl_ohs, etc.
oacore, oafm, forms

WebLogic Server
Oracle E-Business Suite
and forms-c4ws services,

etc.
Developer 10g, Product Specific

Settings, etc.
EBS Release 12.2 Application Tier

Re-evaluate Application Tier Sizing
WebLogic Server and Dual File System

increase sizing requirements
Review 12.2 sizing doc
Oracle E-Business Suite Installation Guide:
Using Rapid Install Release 12.2
DB and App Tier Sizing Guidelines
JVM Parameter Settings for 64-bit Java on WLS
Web Tier
Validate sizing through testing with

representative data & workloads
Consult your hardware vendor or SI
Developer 10.1.2
Developer 10.1.2
APPL_TOP
APPL_TOP
COMMON_TOP
COMMON_TOP
INST_TOP
INST_TOP
FS_NE
Application Tier
52
Additional DBA Considerations
Application Tier Cloning Process
Practice EBS 12.2 Cloning
Database Tier cloning process is

much the same as in 12.1
adpreclone
3
2
App Tier process now uses singlestep cloning of Run & Patch file
systems (new with AD/TXK Delta 7)
Before cloning, let active Online
Patching cycle run through the
Cleanup phase
Target
Source
adcfgclone
dualfs=yes
Copy
Run
Run
Patch
Patch
See Cloning Oracle E-Business Release 12.2 with Rapid Clone (Doc 1383621.1)
53
Related Sessions
Installation & Architecture
Tuesday
Oct 27
12:15 p.m.
CON8128 - Installation, Cloning, and Configuration of Oracle E-Business Suite 12.2

Max Arderius, Senior Principal Product Manager, Oracle
Moscone
West3014
Thursday
Oct 29
10:45 a.m.
CON8129 - Advanced Architectures for Oracle E-Business Suite

Noby Joseph, Architect ATG Development, Oracle
Elke Phelps, Senior Principal Product Manager, Oracle
Moscone
West3022
54
Operational Efficiency with Better System Management

Application Management Suite for E-Business Suite 12.2
Streamline customizations
Simplify online patching
Effectively manage EBS 12.2
Discover & Report inventory

of customizations
Patch recommendations for

EBS applications and
technology stack
components
Monitor all EBS Tech stack services

and components
Validate readiness of
customizations for online
patching standards
Ability to package, deploy &
promote custom online
patches across multiple EBS
instances
Simplified process for online

patching and patch
promotion policies
Ensuring integrity of run and
patch editions
Smooth transition to run
edition after cutover
process
Automated Cloning
Instance administration to add or
remove managed services
Compare run and patch editions,
technical configurations, and
patches between instances
Performance Management &
Diagnosis: RUEI & JVM Diagnostics
Check industry, regulatory or
company compliance standards
55
Related Sessions
System Management
Wednesday CON8127 - Oracle Enterprise Manager 12c Cloud Control for Managing Oracle EOct 28
Business Suite 12.2
11:00 a.m. Angelo Rosado, Senior Principal Product Manager, Oracle
Thursday
Oct 29
1:15 p.m.
CON8126 - Case Study: Oracle Application Management Suite for Oracle E-Business
Suite
Sue Gill, Senior Database Administrator, GE Corporate
Angelo Rosado, Senior Principal Product Manager, Oracle
Moscone
West3022
Moscone
West3004
56
12.2 Upgrade
Planning
Considerations

58
Plan for Impacts on Customization Developers

Overview
Evaluating existing customizations

New 12.2 development standards
Reports to help you find and fix development standards violations
Integration of custom and third-party products
59
Evaluating Customizations
Consider Replacing Customizations with Standard EBS Functionality
Especially relevant if you did a minimal technical upgrade from 11i to 12

Review what is now available in EBS Products
See E-Business Suite Release Content Documents (Doc 1302189.1 )
Review the available country localizations

See E-Business Suite Globalization Center (Doc 973912.1)
Evaluating Customizations
Plan for 12.2 Impacts on Customizations You Decide to Upgrade
EBS 12.2 data model changes

See Data Model Comparison Report (Doc 1290886.1)
New 12.2 UI standards for OA Framework-based pages

See Oracle E-Business Suite Release 12.2.4 Upgrade Considerations for OA
Framework-based Applications (Doc 1927975.1)
New 12.2 development standards for Online Patching compatibility

See EBS Developers Guide Release 12.2
New 12.2 Development Standards for Custom Code

Decide Which Standards Compliance Level to Target
Minimal
Full
Required, minimal set of

standards must be met for custom
code to run correctly on 12.2
Optional, additional standards

must be met for custom code to
be Online Patchable
Decision is based on importance of minimizing downtime

In either case, EBS Patches are always applied online
64
Custom Code is Fully Compliant with 12.2 Standards

Apply Custom Code While Users are Online, Incur Brief Cutover Downtime
Prepare
Copy the
production app
code
Create a new Patch
Edition in the DB
Apply
Apply EBS patches
to the Patch
Edition
Apply custom
code patches to
the Patch Edition
Users
Online
Finalize
Compile invalid
objects
Wait for a good
downtime window
Cutover
Restart
application on
Patch Edition
Users
Offline
Cleanup
Remove
obsolete
objects
Users
Online
Apply to the Patch Edition while users are online

Patch both EBS and custom code during same Apply phase
Restart application on Patch Edition after brief Cutover period
65
Custom Code is Minimally Compliant with 12.2 Standards

Apply Custom Code During Extended Cutover, Prolonging the Downtime
Prepare
Copy the
production app
code
Apply
Apply EBS patches
to the Patch
Edition
Create a new Patch

Edition in the DB
Finalize
Cutover
Compile invalid
objects
Wait for a good
downtime window
Extended
Cutover
Apply custom code

to new the Run
Edition during
Extended Cutover
Users
Online
Users
Offline
Cleanup
Remove
obsolete
objects
Users
Online
Prevent automatic restart at end of Cutover

Apply custom code directly to new Run Edition
Restart application after Extended Cutover period
66
New 12.2 Development Standards for Custom Code

Existing Standards have been Tightened and Extended Examples to Illustrate
Minimal
Full
All code must access the data

model through the APPS synonym
Column name must be unique

within the first 28 characters
Triggers must be created on

editioning views, not tables
Change column data type by

creating a replacement column &
coding a Crossedition trigger
See EBS Developers Guide Release 12.2

67
Reports to Check for Standards Compliance

Identify Standards Violations and Recommended Fixes
Summary Readiness Report

Manual Fix Readiness Report
Database Standards Checker
File System Standards Checker
Custom DB schemas you must register with

EBS before Online Patching Enablement
Custom DB objects you must manually fix

before Online Patching Enablement
DB objects and code that violate 12.2
development standards
File system source files that violate 12.2
development standards
See Using the Online Patching Readiness Report in Oracle E-Business Suite Release 12.2 (Doc 1531121.1)
68
Preparing Custom Code: Prior to 12.2 Upgrade Project

Run Reports and Apply Fixes Today to Avoid Rework at Upgrade Time
Get the reports patch

for your current
release (11.5.10,
12.0, or 12.1)
Run reports
on current
release
Apply recommended
fixes in test
environments
Iterate until compliant
Deploy
remediated code
in production
(optional)
Recommended fixes
are backward
compatible
69
Preparing Custom Code: During 12.2 Upgrade Project

Run Reports During 12.2 Upgrade Cycles to Confirm Standards Compliance
Upgrade to
12.2
Run reports
on 12.2
Apply recommended
fixes to custom DB
code and schemas
Iterate until compliant for DB

Apply MT fixes at later stage
Run Online
Patching
Enablement
Re-run reports to
confirm standards
compliance
Automatically fixes
many violations
70
Integrating Custom and Third-Party Products

Evaluate Integrations to Determine If Changes Are Needed
Some integrations will need changes to comply with 12.2 standards

Integrations implemented as custom EBS apps, or ones that install triggers invoked by
an EBS app
Other integrations do not require changes

Integrations that work through EBS web services, file import, or App tier APIs
Confirm that your third-party integrations have been validated with 12.2
Some vendors register their integrations with Oracle: Oracle Validated Integrations
See Guidance for Integrating Custom and Third-Party Products with Oracle E-Business Suite Release 12.2 (Doc 1916149.1)
71
Related Sessions
Upgrading Customizations to 12.2
Tuesday
Oct 27
5:15 pm 6:00 pm
CON8130 - Migrating and Managing Customizations for Oracle E-Business Suite 12.2
Santiago Bastidas, Senior Principal Product Manager, Oracle
MW-3014
73
12.2 Upgrade
Planning
Considerations

74
Plan for Required OS Platform

If Currently on 32-bit Windows or Linux, Must Upgrade to 64-bit
If you didnt change to 64-bit operating system during your 12.1 project,
you must do so during your 12.2 project
11.5.10: Windows and Linux are certified for 32-bit only
12.1: Windows and Linux are certified for both 32- and 64-bit
12.2: Windows and Linux are certified for 64-bit only
See Oracle E-Business Suite Upgrades and Platform Migration (Doc 1377213.1)
75
Determine the Target Database Code Level

Get to Latest Certified Database Patch Set Prior to EBS Upgrade
Plan to go live on latest certified database patch set

As of OOW 2015, latest patch sets are 11.2.0.4 or 12.1.0.2
Identify missing database bug fixes needed for EBS 12.2

Run the Database Codelevel Checker (Patch 17537119)
Apply patches for missing database bug fixes

See Oracle E-Business Suite Release 12.2: Consolidated List of Patches and Technology
Bug Fixes (Doc 1594274.1)
See Database Preparation Guidelines for Release 12.2 Upgrade (Doc 1349240.1)
77
Determine the Target Middle Tier Code Level

Get to Latest Middle Tier Patch Level
12.2 upgrade installs FMW 11.1.1.7

Identify missing middle tier bug
fixes needed for 12.2
Run the Middle Tier Codelevel Checker
(Patch 17537119)
Apply patches for missing middle

tier bug fixes
Application Tier
APPL_TOP
APPL_TOP
COMMON_TOP
COMMON_TOP
INST_TOP
INST_TOP
Forms 10.1.2
OHS
Oracle Common
See Oracle E-Business Suite Release

12.2: Consolidated List of Patches and
Technology Bug Fixes (Doc 1594274.1)
WebLogic
FS1
Forms 10.1.2
OHS
Oracle Common
WebLogic
FS2
78
Determine the Target Apps Code Level
Get to Latest Patching Technology and EBS Code Level
Apply latest patching technology with AD and TXK RUPs

R12.AD.C.delta.7 / R12.TXK.C.delta.7 has been available since Oct 2015
Expect more frequent updates of 12.2 AD and TXK
Apply latest EBS Release Update Pack

EBS R12.2.5 has been available since Oct 2015
Choose between EBS-wide or Family-level RUPs
If close to production cutover, you can stay with R12.2.4, available since July 2014
79
Determine the Target Apps Tier Code Level

Plan for Complex Configurations
Get to target code level on a single apps tier node before adding complexity
Additional middle tier nodes, SSL, load balancers, 3rd party integrations, etc.
80
Plan for System Software Integrations

Must Switch to 12.2-Certified External Services
Switch from Oracle Single Sign-On to Oracle Access Manager 11gR2

12.2 is certified only with Oracle Access Manager 11g
OAM 11gR2 (11.1.2) is certified for 11i and 12.0/12.1.3
See Overview of Single Sign-On Integration Options for Oracle E-Business Suite,
(Doc 1388152.1)
Switch from Oracle Portal to Oracle WebCenter Portal

12.2 is certified only with Oracle WebCenter Portal
Oracle WebCenter Portal 11gR2 (11.1.1.6) is certified for 12.0/12.1.3
81
Plan for EBS Product Migrations

Must Migrate From Obsolete Products
View obsolete products in Oracle E-Business Suite Upgrade Guide Release

12.0 and 12.1 to 12.2, Chapter 1: Obsolete Products in Release 12.2. These
include:
Oracle Daily Business Intelligence
Oracle Balanced Scorecard
Oracle Financials and Sales Analyzers
A license migration plan exists for customers who have purchased these
products in earlier releases
Contact your Account Manager for more information
82
12.2 Upgrade
Planning
Considerations

83
Plan for Adequate Compute Capacity

Consider CPU and Memory Needed for Online Patching
Critical business operations continue during Online Patching

System resources consumed by a patch can be throttled
If your 12.1 production operation fully utilizes CPU and memory, you may
need additional hardware resources
Plan to do hardware capacity analysis
See Oracle E-Business Suite Installation Guide: Using Rapid Install Release 12.2
Discuss with your Systems Integrator or hardware vendor
Plan for Required Storage

Consider Disk Space Needed for Online Patching
Database
SYSTEM tablespace requires double its current space allocation
25GB increases to 50GB
SEED tablespace requires double its current space allocation

5GB increases to 10GB
File System
2 file systems require double the space of 1 file system
Oracle E-Business Suite Installation Guide: Using Rapid Install Release 12.2
Roadmap
Oracle E-Business Suite on Oracle Compute Cloud

Initial Offering
1. Images for quick provisioning of E-Business Suite 12.2.5
2. Cloning of E-Business Suite systems (12.1.3 or 12.2) to Oracle Cloud
Non-production instances
Single-node E-Business Suite systems
Oracle Linux
3. Development in Oracle Cloud

4. Management of on-premise and cloud instances via Enterprise Manager
Future Directions (phased approach)

1. Advanced configurations: Multi-node, load balancing, RAC, DMZ
2. Integration with external services such as OAM, OID, SOA Suite
86
Related Sessions
EBS on Oracle Compute Cloud
Monday
Oct 26
4:00 pm 4:45 pm
Tuesday
Oct 27
4:00 pm 4:45 pm
CON6413 - Oracle E-Business Suite Technology: Latest Features and Roadmap

Lisa Parekh, VP Oracle
MW3002/3004
CON6412 - Oracle E-Business Suite and Oracle Cloud: Practical Coexistence Scenarios
MW-3014
Nadia Bendjedou, Senior Director - Product Strategy, Oracle
Copyright 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential Internal/Restricted/Highly Restricted
87
12.2 Upgrade
Planning
Considerations

88
Understand the Upgrade Process

Overview
You perform the 12.2 upgrade during downtime

You get Online Patching as a result of doing the 12.2 upgrade
The upgrade includes additional steps to enable Online Patching
89
12.2 Technical Upgrade Process
Required Pre-upgrade Steps (prior to main EBS upgrade downtime)

1. Prepare Database
Upgrade database to the
minimum version (11.2.0.4)
OR latest certified version
(12.1.0.2), migrate db
platform if desired
Database Prep guide for
Release 12.2 (Doc
1349240.1)
Apply latest database
patches. Refer to
Consolidated list of
Technology patches
(Doc 1594274.1)
2. Lay Down File System

Use Rapid Install ( target
platform) to lay down
12.2.0 code and tech stack
and create the Dual File
System
Use latest StartCD
(currently StartCD 50)
No downtime required
StartCD 50 delivers FMW
11.1.1.7
Requires downtime
90
12.2 Technical Upgrade Process Continued..

Required Downtime Steps (main EBS upgrade)
3. Upgrade to 12.2.0
Apply AD/upgrade fixes
AD.C+ AD CUP (19796564)
Latest EBS-wide CUP + oneoffs in preinstall mode
Synchup/Apply 12.2 master

driver
Merge pre-install drivers
with the master driver and
apply using autopatch
Run RI in Configure mode

Do NOT bring up the system
OR perform post-12.2.0
upgrade steps
5. Upgrade to 12.2.X
4. Enable Online Patching

Apply updates to custom
DB code & schema based
on Readiness Reports ( Doc
1531121.1 )
Apply latest technology and

EBS RUP patches
Middle tier patches (Doc
1594274.1)
Run Enablement process

13543062:R12.AD.C :
AD & TXK RUP (Doc

1617461.1) in hot_patch
Fixes many coding

standards violations
Enables editioning for EBS
and registered custom
schemas
Generates editioning
views for EBS and custom
tables
EBS 12.2.x RUP in

downtime mode (Doc
1983050.1 for 12.2.5)
Complete post-upgrade steps

(post-12.2.0 followed by
post-12.2.X)
Patch Wizard Recommended
Patches (Doc 1267768.1)
91
12.2 Technical Upgrade Process Continued..

Conditional Uptime Steps
6. Apply Translations
Release environment for
testing (optional)
12.2 + 12.2.X NLS patches
TSP (Trans Synch Patch) in
hot_patch mode
NLS Release Notes, Release 12.2
(Doc 1314621.1)
Release environment for

testing (required)
Option to apply above NLS
patches as an online patch
7. Deploy Custom Code &

External Integrations
Deploy Apps tier custom
code per new 12.2 process
8. Configure System to
Production Capacity
Per sizing analysis, add nodes
(horizontal scale-up)
See Developing and

Deploying Customizations
in EBS R12.2 (Doc
1577661.1)
Custom and Third-Party

Products integration
guidance (Doc 1916149.1)
12.2 Cloning (Doc 1383621.1)

Adding node in a Shared
applications file system (Doc
1375769.1)
Add managed servers

(vertical scale-up)
Deploy external
integrations per
integration-specific docs
Configure HTTP Server and

Oacore, Oafm, Forms and
Forms-c4ws ( Doc 1905593.1)
Load-Balancing for 12.2 (Doc
1375686.1)
92
Understand the Upgrade Process

Key Takeaways
Critically important to follow latest, documented upgrade instructions

Start with Oracle E-Business Suite Release 12.2: Technical Planning,
Getting Started, and Go-Live Checklist (Doc 1585857.1)
Summary of technical upgrade planning considerations
Flowchart of upgrade execution steps
Pointers to related 12.2 docs
93
Related Sessions
12.2 Technical Upgrade Process
Thursday
Oct 29
1:15 pm 2:00 pm
CON8141 - Technical Upgrade Best Practices for Oracle E-Business Suite 12.2
Samer Barakat, Director, Applications Performance, Oracle
Udayan Parvate, Senior Director, EBS Release Engineering, Oracle
MW-3022
94
12.2 Upgrade
Planning
Considerations

95
Test and Optimize Your Upgrade Process

Overview
As for any upgrade to a major new release level

Plan to do full functional testing
Plan to do load and volume testing
Include customizations and integrations in your test plans
Plan for 12.2-specific testing

Plan to minimize upgrade downtime
96
Plan to Do Full Functional Testing

Two Oracle Products to Support Your Functional Testing
Oracle User Productivity Kit (UPK)

Generate manual test scripts from UPK-recorded flows
You can create manual test scripts during CRP for use during SIT and UAT
Oracle Applications Testing Suite (OATS)

Generate automated regression tests from OATS-recorded flows or pre-built EBS test
content
You typically create automated regression tests after test flows have stabilized
97
Operational Efficiency through Test Automation

Oracle Applications Testing Suite (OATS)
Oracle Functional Testing Suite

for Oracle Applications
Functional and Regression Testing

Web and Oracle Application Testing Accelerators
Oracle Flow Builder
Oracle Load Testing Suite

Load and Performance Style Testing

Web and Oracle Application Testing Accelerators
Smart Integration with EM Diagnostics
Oracle Test Manager
Test Planning, Requirements and Test Cases

Defects Tracking
Reporting
98
Oracle Functional Testing Suite for Oracle Applications

Test Script Generation with Flow Builder and Testing Pack
For Both 12.1.3 and 12.2
Your
Flows
Use Flow Builder to Generate Test Scripts
Your
Data
Start with EBS Pre-Built Test Content

Create and Maintain Your Test Scripts
Add Your Flows & Data
Extend with More Components
EBS Quality Assurance Team

Reduced Automation Time by 60%
Oracle Functional Testing Suite

3600+ components and 230+ flows across EBS
EBS Pre-Built
Test Content
Flow Builder
Generate
Framework to combine
flows and data to
generate test scripts
OpenScript
Record & Playback
+ Advanced Scripting
Record
Manually
Test
Automation
Scripts
99
Flow Builder: EBS Pre-Built Test Content

Starter Pack
Advanced Pack
Advanced Pack
2000+
3600+Components
components and
and 200+
230+ Flows
flows across
across EBS
Asset
Lifecycle
Management
Financials
Order
Management
Logistics
10 product families / products across EBS
Financials
Procurement
Human Capital
Projects
Management
Logistics
HCM
Manufacturing
Order
Management
Procurement
Manufacturing
Product
Asset
Information
Lifecycle
Management
Management
Projects
Service
Master Data
Service
Management
Asset
Lifecycle
Management
Channel
Revenue
Management
Discrete
Manufacturing
Process
Manufacturing Procurement
Project
Management
Incentive
Lease /Finance
Compensation Management
Property
Manager
Service
100
Plan for 12.2-Specific Testing

Where & Where Not to Test Online Patches
Test Online Patches on a system that matches your production topology

Especially critical for complex topologies, such as those involving:
Multiple nodes
Nodes inside and outside the firewall (DMZ)
RAC
101
Plan for 12.2-Specific Testing

Where & Where Not to Test Online Patches
Understand that Patch Edition is not a test environment

Designed solely for reducing patching downtime
Usable only when an Online Patching cycle is in progress
Cannot be accessed by end users
Must apply and validate every Online Patch on a test system

Consider performing tests with users online during patch application
102
Plan to Minimize Upgrade Downtime

Do Several Complete Practice Upgrades
Iterate on a step-by-step plan of tasks and timings

Ensure consistency with latest upgrade documentation
Use a topology similar to your production environment
With each iteration, optimize your timing

Tune performance of core upgrade driver
Identify long-running jobs & SQLs, check MOS for known issues & workarounds
Minimize duration of tasks done before & after core upgrade driver runs
For example: interim backups, final acceptance testing
Repeat practice upgrades until the process is predictable and fits within your
downtime window, with no outstanding issues
See Best Practices for Minimizing Oracle E-Business Suite Release 12 Upgrade Downtime (Doc 1581549.1)
103
Key Takeaways
104
Key Takeaways
Project Manager
1. A more technical project team is needed than for prior 11i to 12 upgrade
2. DBAs should learn about WebLogic Server & new ADOP patching tool
3. Developers should learn new 12.2 development & deployment standards
4. Project team should read and follow 12.2 documentation, starting with
12.2 Technical Planning Guide (Doc 1585857.1)
5. Project team should seek Oracle Supports help when obstacles are met
(dont improvise)
105
Key Takeaways
Technical Team
1. All EBS patches for 12.2 and beyond are Online Patches
2. Online Patches still need to be tested on a test system
3. Developers can start applying new 12.2 standards to custom code today
with the help of Oracle-provided compliance reports (Doc 1531121.1)
4. DBAs will use both WebLogic Server 11g and the traditional EBS
Autoconfig tool for 12.2 configuration changes (Doc 1905593.1)
5. DBAs should plan to stay current with latest Database, Middleware, and
EBS patches during and after the 12.2 project
106
Additional
Resources
107
Oracle E-Business Learning Subscription

Learning Simplified
Comprehensive Training
24/7 Access for 12 Months
Prepare implementation and

technical professionals to effectively
perform the tasks relevant to their
job with on demand training
All-digital training with on-demand

videos, product demonstrations
and practice labs
Expert Delivered
Latest News Updates

Strategy and Roadmap
EBS and Oracle Cloud
Operational Efficiency
Financials
Projects and Procurement
Logistics & Order Management
Manufacturing
Asset Lifecycle and Service
Human Capital Management
Created and delivered by Oracle

experts
Continuous Updates
Regular updates for product
enhancements and new releases
Flexible and Scalable

To meet your business needs
http://education.oracle.com/streams/ebusinesssuite
108
E-Business Suite Technology Stack Blog

blogs.oracle.com/stevenChan
Direct from EBS Development
Latest news
Certification announcements
Primers, FAQs, tips

Desupport reminders
Latest upgrade recommendations
Statements of Direction
Subscribe via email or RSS
Release 12.2 Information Center, Doc 1581299.1

Keep Current with Latest 12.2 Info
Release Value Props

Release Content Docs
Install Guide
Upgrade Guide
Implementation Guides
FAQs & White Papers
Online Training (TOIs)
Proactive Support Tools
110
EBS Release Content Documents

12.1 and 12.2 New Products and New Features, Doc 1302189.1
Organized by
family, product,
and point release
111
EBS Transfer of Information Online Training, Doc 807319.1

On-Demand, Self-Service Training for Implementers
How to implement
and use new products
and new features
112
E-Business Suite Globalization Center, Doc 973912.1

Information on Localizations, Internationalizations, Translations
Legislative
Updates
Center
Country Specific
Feature Data Sheets
113
EBS Documentation Web Library

Review and Download the Latest Oracle E-Business Suite Documentation
HTML and
PDF
formats
http://docs.oracle.com/cd/E26401_01/index.htm
114
12.2 Planning Guide
Oracle Premier Support: Get Proactive!

432.1
117
How to Find E-Business Suite & E-Business Suite Technology Stack Patches
(Doc ID 1633974.2)
TABBED
NAVIGATION
My Oracle Support Hot Topic for E-mailed Updates
See How to use Hot Topics Email notification to subscribe to Support Product News, SRs, Bugs, etc (Doc 793436.2)
Some Suggested Hot Topics

Oracle E-Business Suite Release 12.2: Technical Planning, Getting Started,
and Go-Live Checklist (Doc ID 1585857.1)
Oracle E-Business Suite Release 12.2 Technology Stack Documentation
Roadmap (Doc ID 1934915.1)
Oracle E-Business Suite Release Notes, Release 12.2 (Doc ID 1320300.1)
Oracle E-Business Suite Release 12.2: Consolidated List of Patches and
Technology Bug Fixes (Doc ID 1594274.1)
Applying the Latest AD and TXK Release Update Packs to Oracle E-Business
Suite Release 12.2 (Doc ID 1617461.1)
120
Stay Informed
Oracle E-Business Newsletters
Follow Oracle Premier Support through social media channels

Twitter | myoraclesupport | Oracle_EBS
Blog
My Oracle Support Community
Facebook
Participate in Advisor Webcasts and hear from Oracle Premier
Support subject matter experts who will offer methods and
solutions to help you avoid potential pitfalls
Keep Learning with Oracle University
Classroom Training
Cloud
Learning Subscription
Technology
Live Virtual Class
Applications
Training On Demand
Industries
education.oracle.com
Copyright 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential Internal
122
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Planning Your Upgrade to

Oracle E-Business Suite 12.2

Safe Harbor Statement

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

EBS Strategy and Roadmap

12.2 Upgrade Planning Considerations

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

EBS 12.2.5 Press Release and Video Highlight

Oracle E-Business Suite Release Roadmap

12.1.2 12.1.3 12.1.3+

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Oracle E-Business Suite 12.2 Investment Priorities

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

1. Build the Business Case for 12.2 Upgrade

1. Build the Business Case for 12.2 Upgrade

Oracle E-Business Suite 12.2 - Highlights

Users remain online while patches are applied

Critical business operations and revenue

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Oracle E-Business Suite Release 12.2 Highlights

EBS Release Content Documents

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

CON6413 - Oracle E-Business Suite Technology: Latest Features and Roadmap

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Oracle E-Business Suite Support Timelines

1 Support updates as of 5/2015

Build the Business Case for 12.2 Upgrade

Online Patching for continuous business operation

Continuing, easy-to-adopt updates on 12.2

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

1. Build the Business Case for 12.2 Upgrade

Key Factors Driving Time and Resources

Size of EBS footprint and uptake of new functionality

Number and complexity of customizations and integrations

Technical team skills

Other changes you combine with the EBS upgrade

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Different Project Team for the 12.1 to 12.2 Upgrade

Business Process Owners

1. Build the Business Case for 12.2 Upgrade

Create a new Patch

Online Patching cycle includes 5 phases

Online Patching uses a Dual File System

Patch file system

Used by online users

Used by patching tools

Non-Editioned file system

Copyright 2015, Oracle and/or its affiliates. All rights reserved. |

Online Patching is enabled by 11gR2 Database Editioning

Client code connects to an

Patch Edition becomes the

12.2 Online Patching Architecture

Patch File System

Oracle HTTP Server (OHS)

Oracle HTTP Server (OHS)

WebLogic Server (WLS)

WebLogic Server (WLS)

Non-Editioned File System

Patch File System

Oracle HTTP Server (OHS)

Oracle HTTP Server (OHS)

WebLogic Server (WLS)

WebLogic Server (WLS)