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CHAINSYS
appLOAD™ appEXTRACT™ appMIGRATE™ appINTERFACE™ appBI™ appAUGMENTER™
March 6, 2015
appMIGRATE™ Configuration Management(For Oracle eBS)
Presented by Zaid Altalib
IS Manager II, Oracle E-Business Technical Support
Caterpillar Financial Services Corporation
&
Sid Azhar (Chain-Sys)CHAINSYS
CHAINSYS
Introduction
Configuration Management Challenges
appMIGRATE Approach
Caterpillar Leverages appMIGRATE
Benefits
Q&A Session
Today’s Objectives
CHAINSYS
Executive Summary
Established in 1998
An Established Technology, Solution Delivery Organization & Management Consulting Company…
Headquarters in Lansing, Michigan w/ +500 Global Staff
Asia Headquarters - Chennai, India (Center of Excellence)
Operations in Canada, Singapore, UK, Netherlands
Now Offices in Dubai, UAE & Atlanta, GA
Flagship Product e-chain™ ERP/SCM Suite (11 Verticals)
appLOAD™ Suite of Tools for Oracle eBS Data Loading, Migration, Interfacing, BI & Personalization
+100 Customers Worldwide & +20 On-Going Support Projects
SalesForce.com JV Development Center in Brazil
New 2013 Process Automation Division (Fusion)
Vertical Industries served include Engineering, Textiles, High Tech, Chemicals, Glass, Trading, Warehousing & Discrete Manufacturing
CHAINSYS
A Long-Standing Partnership & Industry Recognition:
Chain-Sys appLOAD Tool Set is used internally at Oracle ‘s Demonstration
Solution Services (DSS) to help manage Configurator Data and participate
with AM Advisory Initiative.
Since 2006, Chain-Sys has been a participant with OAUG’s Collaborate Events
and Oracle OpenWorld Conferences, with numerous presentations. Chain-Sys
has been a frequent participant with Oracle Profit Magazine, recently, Spartan
Engineering OBA Migration was featured.
Specialized
Oracle E-Business Suite Financial Management
Oracle E-Business Suite Supply Chain Management
Oracle Enterprise Manager
Java Platform Standard Edition
Oracle CRM on Demand
Validated Integration
Oracle E-Business Suite
Executive Summary
CHAINSYS
Executive Summary – CS PRODUCTS
appLOAD™
appEXTRACT™
appINTERFACE™
appMIGRATE™
appBI™ Integration with eBS Dashboard templates Uses Oracle DB and OBIEE Java and PL/SQL build Transaction log
Web service orchestration SOA compliant Batch, Synchronous,
Asynchronous
The Legacy Migration Tool Data extraction engine Data base instance handler Query Parser
Data Validation and cleansing Error handler Staging table FTP file transfer scheduler Schedule engine Transaction log
DATA EXTRACTION TOOL
DATA LOADING TOOL
DATA MIGRATION TOOL
DATA INTERFACING TOOL
BUSINESS INTELLIGENCE TOOL
e-chain™ ERP Tool
ERP Method TOOL
appLOAD™DM PRODUCTIVITY SUITE
CHAINSYS
Executive Summary – CS EXPERTISE & SERVICESappMIGRATE & eBS Exceptional Skill Set
• End-to-end Data Conversion Ownership : Covers From Product Installation To Go-live
• Requires Pre-defined Engagement Via SOW/CR With A Pre-defined Dated Deliverables
• Local Resources & Global Timeline Coverage Via Off-shore/Onsite Model
CS ProductsImplementation Services
• Service Available After Production Go-live. Can Negotiate For Dedicated Resources, Bulk Hours Purchase (Avail/Consume Skills On Demand), SLA Based Services, AppMIGRATE Upgrades, Client Specific Minor Customizations Or Enhancements, New Templates Development. It Requires Pre-defined Engagement Via SOW/CR.
CS ProductsManaged Services (AMS)
• Typical End-to-end Implementation OR Upgrade Management (System Integrator).
• International Resources & Global Timeline Coverage (Off-shore/Onsite Available)
• Requires Pre-defined Engagement Via SOW/CR With A Pre-defined And Dated Deliverables
Oracle Apps eBS Implementation/Upgrade Services
Oracle Apps eBSManaged Services (OAMS)
• Service Available After Production Go-live. Can Negotiate For Full Support Management Or Dedicated Resources Or Bulk Hours Purchase (Avail/Consume Skills On Demand), SLA Based Services, Supports Client Specific Minor Customizations Or Enhancements. Most Oracle Modules Are Covered (Unless Specified) It Requires Pre-defined Engagement Via SOW/CR.
1 2 3
5 4
• Chain-Sys brings strong SQL/PLSQL programming skills, years of eBS experience and vast knowledge of tool usage.
• Above combination gives Chain-Sys mastery in applying appMIGRATE for customer specific data conversion needs.
• All Chain-Sys project resources are trained professionally.
• Technical & Functional Advisors guide team members in project execution and helping resolve issues.
CHAINSYS
Configuration Management Challenges
CHAINSYS
Manual Approach for doing Configurations
Manual Configuration Process Challenges
Large Organizations maintain Multiple Non-Production & Production Instances (DEV, TEST, PROD)
Same Configurations deployed multiple times for setting up even a Single Instance
Time consuming & prone to errors
Inconsistent SDLC Methodology
BR100 generated manually and modified by multiple iterations
Manual verification of Setups in Target Instance
Traditional Methodology to Configuration Management
CHAINSYS
appMIGRATE Approach
CHAINSYS
Template
Adapters
Extract
Adaptors
appLoad
Adapters
Log & Notification
Handler
appMIGRATE
Schedule
Engine
appExtract
Service
FTP
Service
appLoad
Service
Log & Notification
Handler
appINTERFACE
Template
Processor
Loader
Processor
Pre-validation
Engine
Error Correction
Cleansing Handler
appLOAD
Query
Parser
Extract
EngineError
Handler
app EXTRACT
Instance
HandlerData
Processor
Validation
Engine
Log & Notification
Handler
Base Components
appBIInterface
Adaptors
Migrate
Adapters
Log &
NotificationData Consolidation
Tactical Interfaces& Integration
Next GenerationData Migration
DataExtraction and
Loading
Chain-Sys Product Overview
CHAINSYS
Engines Revision Scheduler Extract Transform Validate Cleanse LoadPost
Processing
Templates
• 650+ Pre-Defined Extract & Load Templates for:
• Setups• Lookups
• FND values
• Reference data
• Master data
• Transactional data
Extractor
• Setups extracted using Templates
• Additional criteria or fields can be added to Extractor
• Extracted Setups are created in Gold Instance
Loader
• Loader uses Template(s)
• Business, validation or cleansing rules can be added
• Setups processed by Engines (Transform, Validate, Cleanse, Load, Post Processing)
Project
• Extractors & Loaders Grouped as Tasks under a Project
• Tasks arranged in serial or parallel flows
• Scheduler processes Tasks on Demand or Recurrence
• Full Logging and Audit trail
appMIGRATE key concepts…
R12 Solution Overview
CHAINSYS
Configure multiple Instances Simultaneously
Project feature allows parallel processing of Setups to Multiple Instances
Single Scheduler can run Multiple Projects
Each Process is tracked separately for Complete Transparency
CHAINSYS
R12 Solution OU Example
1. Extract OU from eBS
2. Modify extracted data
3. Migrate modified OU data into GOLD
4. Review in eBS
5. Review eDocument
Scenario (eBS to Gold)A
1. Extract OU from GOLD
2. Modify extracted data
3. Recreate modified OU data into eBS
4. Review in eBS
5. Review eDocument
Scenario Gold to eBSB
1. Utilize Change Data Capture (CDC)
2. Extract only Changed data
3. Migrate data into GOLD
4. Review in eBS
5. Review eDocument
Scenario Gold to eBSC
CHAINSYS
Solution Approach Setups Creation & Maintenance
R12 Solution OU Example
Revision Control is a crucial and necessary step to ensure configuration management
between environments and instances. appMIGRATE utilizes, DB, CVS or SVN.
CHAINSYS
Solution Approach Setups Creation & Maintenance
TargetA
eBSSource
1
LegacySource2
TargetORG
TargetORG
ManualSpreadsheet
R12 Solution OU Example
To create new Organization setups:
extract objects from source system to the target eBS instance
appMIGRATE will be leveraged to minimize the amount of time needed to create new setups.
Setups can be maintained manually using a spreadsheet also.
CHAINSYS
Solution Approach Setups Changes
To create only the changes of organization setups:
Synchronize entities from source system to the target eBS instance
appMIGRATE Change Data Capture (CDC) will be leveraged to migrate only the new changes
from source to the target
A comparison Report can be executed prior to load
B
Source1
Target
TargetORG
TargetORG
Change Data Capture (CDC) fromappMIGRATE
Based on Last run date
Based on Condition
R12 Solution OU Example
CHAINSYS
Master Data:
• Manufacturing Master Data
• WIP, BOM, Routing• Quality• Inventory• Order Management• Fixed Assets Master Data• Pricing• Purchasing• OPM
Transactional Data
• Payables• Receivables• Purchasing• Order Management• Items• Costing• General Ledger
Setup Data
• General Ledger• Payables• Receivables• Fixed Assets• Purchasing• Order management• Inventory• Pricing• OPM INV• OPM MFG• OPM QA
• OPM FIN• Admin• Lease Management
200+Master dataTemplates
650+Total
Templates
200+TransactionTemplates
200+Setup
Templates
Summary of eBS Template List
CHAINSYS
Caterpillar’s Approach
CHAINSYS
General Ledger
Accounts Payable
Accounts Receivable
Cash Management
Fixed Assets
Purchasing
Order Management
Inventory
Lease & Financial Management
Application Object Library
Oracle Modules Utilized
CHAINSYS
Configurations done manually:
In multiple Instances (DEV, CRP, UAT to PROD)
60 Non-Production & Production Instances utilized
Tedious Process, Missed Setups & errors difficult to catch
No mechanism to automate Setup migration from Source to Target
Lack of Validation - Inability to compare Setups in Source & Target Instances
Extended Time Lines: ~ 150 Hours per Cycle
Configuration Management Challenges
CHAINSYS
Requirements Understanding
OLM
GL
SLA
AR
eBIZ Tax
INV
CHAINSYS
appMIGRATE Timelines…
Reduce Overall Project Timeline
Setup Configuration
Current Timeline
With appMIGRATE
Impact to Caterpillar
150 Hours per Cycle
Typically 3 to 4 Cycles
4 Hours per Cycle
CHAINSYS
Configuration Management Control
Easily move Setups from Source to Target Instance with an automated process
Internal Governance methodology for moving Setups
Setup Validation between Source and Target Instance
Tool provides comparison reports
Automated log files that show processed records
Custom Setups migrated
appMIGRATE Benefits for Caterpillar
CHAINSYS
Benefits
CHAINSYS
appMIGRATE the Setup Management Tool
Setup Extraction
Setup Transformation, Validation & Cleansing
Setup Comparison Reporting
Setup Load utilizing Scheduler Functionality
Audit, Transaction Log & Notification
Setup Comparison Reports between Source & Target Instance
User Maintains Complete Control with Approvals
Solution
CHAINSYS
appMIGRATE Value Proposition…
Minimize Data Risks~ Functional Business Process Testing is not delayed
~ Setup Data Comparison Feature
~ Data Owner Maintain Full Control
Reduce Overall Project Timeline~ Immediate Data Visibility & Reduced Instance setup Times
Budget Savings~ Significant ROI over Traditional Programming Methods
~ No Future Development Costs
Impact to Organization
CHAINSYS
Via Phone:
USA: 1-517-627-1173
Toll Free USA: 1-855-appLOAD
Via e-mail:
sid@chain-sys.com
www.chain-sys.com
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