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Session ID: 10538
Information you need to know
whether upgrading from 11.i or
12 0 X / 12.1.x
12.0.X
12 1 x to R12
R12.2.X
2X
Prepared by:
Art Dowd
Consulting Director
O2 Works
Overview / Agenda
Audience survey
Role
Technical DBA
Technical Developer
Project Manager
Business Process
Owner
11.5.9
11.5.10
Super user
12.0
End user
12.1
Re-implementation considerations
You might need to re-implement if:
You have changed your basic business /
organization structure and your application
configuration does not still fit your business
Single instance consolidation
Your original implementation was really screwed up
and it is basically unusable
You have tons of really, really bad data
You have tons of customizations that you would like
to retire in order to use current features and
functionalities and streamline your operations >>>
You can upgrade with customizations
Why Upgrade
Business reasons
Oracle support dates and documents
Why Upgrade?
Per Oracle, when there is compelling business
reason to do so
New features and functionality to assist business
Change in business direction; keep IT aligned
Replace customizations and bolt
bolt-ons
ons with standard
features
GA Date
Premier
Support
Ends
Extended
Support
Ends
Sustaining
Support
Ends
11.5.10
Nov 2004
Nov 2010
Nov 2013*
Indefinite
12
Jan 2007
Jan 2012**
Jan 2015
Indefinite
12.1
May 2009
Dec 2016**
Dec 2019
Indefinite
12.2
Sep 2013
Sep 2021
Not Available
Indefinite
*ForSustainingSupportforOracleEBusinessSuite11.5.10,providedfromDecember2013December2015,Oraclewillcontinuetoprovide:
Severity1fixes,criticalpatchupdatesandUnitedStatesTaxForm1099updatesforthe2013and2014taxyears.Duringthis period,payroll
regulatorytaxupdateswillonlybeprovidedforthecountriesandtaxyearsspecifiedbelow.
Country
United Kingdom
N/A
Australia
N/A
Customers must have the indicated baseline patches (or above) for new Severity 1 production bug fixes as per Patch Requirements for
Customersmusthavetheindicatedbaselinepatches(orabove)fornewSeverity1productionbugfixesasperPatchRequirementsfor
ExtendedSupportofOracleEBusinessSuiteRelease11.5.10(seeDocID883202.1).
**FormoredetailedinformationonEBS12.0and12.1bugfixingandforExtendedSupportminimumpatchprerequisites,pleasereferto
theEBSErrorCorrectionSupportPolicy(DocID1195034.1).Foradditionalinformationregardingtheabovepoints,pleasesee theEBS
SupportPoliciesFAQ(DocID1494891.1).
CustomersrunningOracleFusionMiddleware10gR2and10gR3intheOracleEBusinessSuiteversion12internaltechnologystackwill
remainsupportedforthedurationofthesupportperiodforOracleEBusinessSuite12.
Customersmusthavetheindicatedbaselinepatches(orabove)fornewSeverity1productionbugfixesasperPatchRequirementsfor
ExtendedSupportofOracleEBusinessSuiteRelease11.5.10(seeDocID883202.1).
**FormoredetailedinformationonEBS12.0and12.1bugfixingandforExtendedSupportminimumpatchprerequisites,please
**
For more detailed information on EBS 12 0 and 12 1 bug fixing and for Extended Support minimum patch pre requisites please
refertotheEBSErrorCorrectionSupportPolicy(DocID1195034.1).Foradditionalinformationregardingtheabovepoints,pleasesee
theEBSSupportPoliciesFAQ(DocID1494891.1).
Customersmusthavetheindicatedbaselinepatches(orabove)fornewSeverity1
p
productionbugfixesasperPatchRequirementsforExtendedSupportofOracleE
g
p
q
pp
BusinessSuiteRelease11.5.10(seeDocID883202.1).
10
Support Timeline
April,
2016
Formoreinformationcheck:
MyOracleSupportNote1494891.1 EBusinessSuiteReleases Support
PolicyFAQ
MOSNote1195034.1
MOS Note 1195034 1 EBS12.0and12.1ExtendedSupportminimum
EBS 12 0 and 12 1 Extended Support minimum
patchprereqs
11
Support Information
OracleLifetimeSupportPolicy
OracleApplications
Goto:www.Oracle.com
Query:lifetimesupportapplications
Fillin:annoyingOraclesigninscreen
Fill in: annoying Oracle sign in screen
12
Types of Upgrades
Type of Upgrades
Technical upgrade only
DBA / Sys.
Admin
Technical
Lead
Developer /
Analyst
y
Super Users
Users
B/A Fin
B/A SC &
Other
Business
Process
Owners
Trainer
S
Success=NOCHANGEongoliveMonday
NO CHANGE
li M d
14
Types of Upgrade
Full Business-Aligned Upgrade
Aligned with Business objectives / ROI
expectation
Inclusive,
Inclusive wide-ranging project across IT and
Business
Requires more Executive Sponsorship
Change Management Project; not just technical
Management / Executive Sponsor
Project Manager
DBA / Sys.
Sys
Admin
Technical
Lead
Developer /
Analyst
Super Users
B/A Fin
B/A SC &
Other
Business
Process
Owners
Trainer
i
f
&
li i
On11itoR12,UserInterface&application
changesmustbeaddressed;thereisnooption
15
Repeatable Methodology
Secure - Active
S
A ti E
Executive
ti sponsorship
hi and
d supportt
Communicate Transparent reporting on Progress
Gather - Proper Materials
Recruit - The Right Team Members
Organize - Create and Update Critical documents
Analyze and Plan Use Iterative Method (minimum
= three rounds)
Execute -A
A Serious and Dedicated Testing Process
Experience - Have a leader, bring back the vets
17
18
Communication
Have a comprehensive plan
Understand the frequency
q
y
By what method / means
Be transparent
Positive
Recognize the value
Focus on what upgrade will provide to business
19
20
Gather Customizations
List of Customizations and Extensions
Include all reports, forms, views, extracts, triggers, etc
List of custom reports (in all forms)
Interfaces
Workflow/Account Generator Definitions
Oracle supported extensions
Personalizations (screens, prompts)
Configurations (profile options, flex fields)
Extensions (new pages, new apps)
Disconnected Spreadsheets
21
Source:RayLin CustomerServiceSupportManager:OracleEBusinessSuite
Release12Upgrade
l
d
22
More on Customizations
Look in aaplcust.txt for customizations
Part of Oracle application library
Located in $AAPL_TOP/admin directory
Other options:
Customization
C t i ti
strategy:
t t
Identify / Assess (R12 Upgrade Considerations by
Product Doc. 889733.1)
Retire as much as possible
Upgrade what you can
Re-implement what is left (only what you need)
23
Customization Strategy
http://searchoracle.techtarget.com/tip/Workingwith-custom-code-in-E-Business-Suite-upgrades
Minimize EBS custom code
phase out obsolete
analyze concurrent requests
Migrate only what's
what s necessary
take a new copy from new
release and reintroduce the
modifications
main
i iinterface
t f
may nott have
h
been greatly modified but
test additional lookups or
validations or extra data
t
transformations
f
ti
that
th t were
added
Forms involve tricky custom
code
start with fresh menu from
25
Browser Version
Database
App server
Discoverer
Self Service Framework
Approvals Manager
Desktop OS
Version off ADI
Version on tools
26
Technical Lead
Business
Analyst Fin.
Apps
Business
Analyst SC &
Other
Trainer
DBA / Sys.
Admin
Developer /
Analyst
Business
B
i
Process
Owners
Super Users
H l D
Help
Desk
k/N
Network
t
kS
Supportt
27
Technical Lead
Developer /
Analyst
Super Users
Business
B
i
Analyst Fin.
Apps
Business
B
i
Analyst SC &
Other
Business
B
i
Process
Owners
Trainer
H l D
Help
Desk
k/N
Network
t
kS
Supportt
28
29
ExampleofMasterImpactList
30
31
32
Atleast3iterationsbeforeGoLive
l
i
i
b f
i
Evaluatenew
release
Upgrade
?
No
Make
adjustments
Stayput
No
Yes
Installnew
release
Performinitial
pg
p
upgradepass
Test/make
j
adjustments
Performtest
movetoProd.
Test
Acceptable
Yes
Go
Live
Yes
Ready?
FinalTesting
Schedulecut
overdate
No
Makefinal
adjustments
33
34
35
36
37
Upgrade Planning
Criticalstrategyand
planning stage occurs
planningstageoccurs
here
Evaluatenew
release
Upgrade
?
No
Make
adjustments
Stayput
No
Yes
Installnew
release
Performinitial
pg
p
upgradepass
Test/make
j
adjustments
Performtest
movetoProd.
Test
Acceptable
Yes
Go
Live
Yes
Ready?
FinalTesting
Schedulecut
overdate
No
Makefinal
adjustments
39
Upgrade Planning
Planning process needs to be
comprehensive and inclusive
of Business alignment and
technical aspects
40
pg
g
Lessons learned when Upgrading
from 11i to R12
42
43
44
Web ADI
Lost functionality/issues: Desk Top ADI > WEB ADI
When moving from Desktop ADI to Web ADI, you lose
the ability to create financial statements in ADI
Will need to learn / use Report Manager
Discoverer
Due to changes in underlying data model, many
discoverer reports will need to be fixed
fixed. Check out
EBS Data Model Comparison Report (MOS Note
1290886.1)
45
46
Procurement
Procurement
Application
s
Technology
Financials
& Projects
Supply
Chain
E-Business
Suite
12.1
Customer
&
Customer
&
Master
Data
Master
Managemen
Data
t
Manageme
g
nt
H
Human
Capital
47
49
Cutover
P
Prepare
Prepare
Cutover
Source:KevinHudson OnlinePatchingwithOracleEBusinessSuite12.2
50
File System
2 file systems require double the space of 1 file system
52
R12.1.3
R12.2
X
Applicationmaturityandstability
Functional:learning/participationrequired
Functional:testingsupport
Developer:significantcoderemediation
Externalapplicationsupportexperience
Increasedhardwarerequirements
possible
=Riskcovered/moderated
X=Riskexists
53
Information sources
12.1.3
12.2
Miscellaneous
About O2 Works
Contact information
55
56
57
59
About O2Works
O2Works
R12Presentations,WhitePapers,andother
informationsharedonlineat:
www.o2works.com/knowledgeworks
Presentation Available
O2Works Knowledge Base:
www o2works com
www.o2works.com
A Q ti ?
AnyQuestions?
Th k
Thankyou!
!
ArtDowd
ConsultingDirector
O2WorksLLC
OracleApplicationsConsulting
Dallas
Dallas Chicago
Chicago Denver
2147252828
adowd@o2works.com
Web:www.o2works.com
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