analyzing, planning, and executing an r12 ebs upgrade pete wolffe senior manager bearingpoint...
TRANSCRIPT
Analyzing, Planning, and Executing an R12 EBS Upgrade
Pete Wolffe
Senior Manager
BearingPoint
January 22, 2009
© 2009 BearingPoint, Inc. 2
Agenda and Purpose
Walk through steps in preparing for and managing an upgrade to R12, including
Decision making
Identifying objectives
Scope and approach
Organization and team preparation
Oracle tools and resources
Timeline planning
Testing tips
This presentation is intended primarily for people who are helping to evaluate or manage an upgrade, but it also contains valuable information for anyone who might be involved in the upgrade process.
© 2009 BearingPoint, Inc. 3
We are a Top Tier Oracle Partner
Selected for our:
Demonstrated technical skills
Leadership position in key markets
Understanding of customer requirements
Knowledge transforming traditional business practices with Oracle products
Participation in strategic product and industry-focused solution development
Dedicated Oracle sales team
Significant contributions to Oracle’s success
© 2009 BearingPoint, Inc. 4
Recognition for Market and Technology Leadership
2008 Titan Award – Honorable Mention: Industry Solution Oracle
2008 Titan Award – Honorable Mention: E-Business Suite Solution Oracle
2007 Partner of the Year Hyperion
2007 Portal Developer of the Year Award Oracle Magazine
2006 Titan Award Winner - Business Intelligence Oracle
2006 Showcase of the Year – Applications Oracle
2005 Showcase of the Year – EBS Oracle
2005 ASPAC Best Partner of the Year Hyperion
2004 Siebel Gold Star – 12th quarter in a row Siebel
2004 Showcase of the Year – FIN Oracle
2003 E-Business Partner of the Year Oracle
2003 E-Business Suite of the Year - EBS sales #1 Oracle
2003 Global Systems Integrator of the Year Hyperion
2002 Showcase of the Year – SCM Oracle
2001 Outstanding Oracle Practice Oracle
2001 Gartner CRM Implementation of the Year Siebel
2001 eCustomer World Best Mobile CRM Solution Golden Award Siebel
2000 Top Performing Integrator in OPP program Oracle
© 2009 BearingPoint, Inc. 5
Qualifications and Readiness
R12 Projects
Established regional central bank
Large US integrated steel company
Large integrated manufacturer and marketer for the non-residential construction industry
BearingPoint Methodology assets include more than 1000 documents (set-up guides, process descriptions, and training guides, etc.) covering core modules. Of these, more than 70% are completely updated to R12.
© 2009 BearingPoint, Inc. 6
Overview – Upgrade Steps
EVALUATE
EXECUTE
PREPARE
MAINTAIN
PLAN
© 2009 BearingPoint, Inc. 7
Upgrade Steps
EVALUATE
EXECUTE
PREPARE
MAINTAIN
PLAN
© 2009 BearingPoint, Inc. 8
Evaluate
Stay currentwith support
Accommodatesignificantbusinesschanges
Dataclean-up
Implementnew
functionality
Streamlineprocessing
Reducemaintenance
costs
Identify and Prioritize
Upgrade Driversand Objectives
© 2009 BearingPoint, Inc. 9
Evaluate
R12 Highlights
Oracle development has focused on improving the ability of EBS to better manage complex global businesses, especially where organizations are centralizing their applications into a shared service environment.
18 new products with almost 2500 enhancements, including
Ledgers and Ledger Sets - replace Sets of Books
Financials Accounting Engine - Subledger Accounting
Tax Engine - E-Business Tax
Cross Organization Responsibilities - MOAC
© 2009 BearingPoint, Inc. 10
Evaluate
Architecture and Technology Changes
Redesigned workflows
Upgraded user interface based on PeopleSoft
More Personalizations
Expanded use of BI Publisher and Fusion Middleware
Increased Performance
Lowered IT costs through hardware consolidation and virtualization
Improved integration with Oracle Identity Management
Reduced production downtime for patch applications
© 2009 BearingPoint, Inc. 11
Evaluate
Technical Considerations
Implement significant technical advances available in R12 for business benefits you may need
─ High-Availability and Scalability using Oracle Database Cluster (10gRAC) and Oracle Applications Cluster with Load-balancing
─ Business Continuity and Disaster Recovery using Oracle Database Physical DataGuard across remote data-centers
─ Oracle Automated Storage Management (ASM) for a variety of storage solutions
─ Advanced Security for External Users (e.g., for iSupport Portal)
─ Use of Single Sign-on / integration with Oracle IDM
─ Use of Oracle Application Integration Architecture (AIA) based on Fusion Middleware / SOA
© 2009 BearingPoint, Inc. 12
Oracle will support 11.5.10 and 12+ upgrades to Fusion
Evaluate
ORACLE EBS SUPPORT SCHEDULE
RELEASE GENERAL SUPPORT END DATES
# AVAILABILITY PREMIER EXTENDED SUSTAINING
11.0.3 MAY 99 FEB 07 not offered JAN 09
11.5.1 – 11.5.6 MAY 00 - JAN 02 JUL 06 “ indefinite
11.5.7 MAY 02 MAY 07 “ “
11.5.8 NOV 02 NOV 07 “ “
11.5.9 JUN 03 JUN 08 “ “
11.5.10 NOV 04 NOV 09 NOV 12 “
12.0.0 JAN 07 JAN 12 JAN 15 “
12.0.1 APR 07 APR 12 APR 15 “
12.0.2 JUL 07 JUL 12 JUL 15 “
12.0.3 OCT 07 OCT 12 OCT 15 “
12.0.4 JAN 08 JAN 13 JAN 16 “
12.0.5 MAY 08 MAY 13 MAY 16 “
12.0.6 NOV 08 NOV 13 NOV 16 “
© 2009 BearingPoint, Inc. 13
Upgrade Steps
EVALUATE
EXECUTE
PREPARE
MAINTAIN
PLAN
© 2009 BearingPoint, Inc. 14
Plan
Define Appropriate Scope
Combine with hardware or OS upgrade
Instance merge into single, global instance
Deploy new (required) functionality
Deploy new (optional) functionality
Right-Sized Phasing – Risk vs. Return
© 2009 BearingPoint, Inc. 15
Plan
Define Approach
Upgrade vs. Re-Implementation
Replace customizations
Retool processes
Take advantage of simplification opportunities in advance of upgrade
Phasing
© 2009 BearingPoint, Inc. 16
1. Inventory What are they? What tools were they built with? Are they still required?- Obsolete functionality- Replaced by new features
1. Inventory What are they? What tools were they built with? Are they still required?- Obsolete functionality- Replaced by new features
Plan
3. Result Reduced maintenance cost Reduced risk of architecture obsolescence Easier to upgrade
Customizations Revisited…
2. Future Approach Configuration, not customization Conform to Fusion architecture
© 2009 BearingPoint, Inc. 17
Plan
11.0.3 or11.5.1 - 11.5.7
1) 11.5.10 CU2 2) R12
11.5.8 - 11.5.10 1) R12
Current Release Upgrade Path
Recommend required upgrade to 10g database be done in advance of R12 upgrade
© 2009 BearingPoint, Inc. 18
Upgrade Steps
EVALUATE
EXECUTE
PREPARE
MAINTAIN
PLAN
© 2009 BearingPoint, Inc. 19
Prepare
Organization Preparation
Take into account above scope
Change Management
─ Data Model
─ Functionality (esp. Financials)
Build Momentum from Executives through to Users
Involve Business Owners
© 2009 BearingPoint, Inc. 20
Prepare
Assemble the Team
Best and Brightest
Plan to Bolster Weak Areas
─ Assess current Oracle skills
Plan to Backfill
Potential Organization Chart…
© 2009 BearingPoint, Inc. 21
Sample Project Organization Chart
EXECUTIVE SPONSORS
Client Executive SponsorBearingPoint Exec. Sponsor
Oracle Exec. Sponsor
STEERING COMMITTEE
Executive Sponsors, Client Project Manager,BearingPoint Account Manager,
BearingPoint Consulting Manager
PROJECT MANAGEMENT
Client Project ManagerBearingPoint Consulting Manager
ACCOUNT TEAM
Oracle Sales Mgr.Oracle Acct. Service Mgr.BearingPoint Sales Mgr.
BearingPoint Account Mgr.
Client Business Process Owners
Project Management Office (PMO)
Project Team
Purchasing
Client Super Users à
Operations Planning
Finance Manufacturing
Client End Users
SalesBearingPoint Functional Consultants à
Service Human Resources
Etc...
Client and / or BearingPoint Hardware, Network and Database (Upgrade) Architects; System and Database Administrators
Client Developers à BearingPoint Development Consultants à
Reports WorkflowsEnhancementsConversionsInterfaces
InfraStructure Support Team – Network Administrators, Desktop Administrators
PurchasingOperationsPlanning
Finance Manufacturing SalesServiceHuman
ResourcesEtc...
Client Business Analysts à
© 2009 BearingPoint, Inc. 22
Prepare
Take Advantage of Available R12 Content (https://metalink.oracle.com/)
Online Training (403349.1)
Upgrade Resources (461705.1)
Oracle Applications Upgrade Guide (E12011-02)
Oracle Financials and Oracle Procurement Functional Upgrade Guide: Release 11i to Release 12 (B31543-01)
R12 Release Notes, Release Content Documents (404152.1)
Documentation Resources R12 (394692.1)
© 2009 BearingPoint, Inc. 23
Prepare
Pre-Upgrade Tasks
Use TUMS to eliminate unnecessary upgrade tasks
Reduce upgrade downtime– Upgrade Guide: Release 11i to Release 12
Reducing Downtime (Upgrade Guide, Appendix E)
Upgrade by Request (Upgrade Guide, Appendix G)
– Convert to Multi Org– Convert to OATM– Upgrade database to 10g
Record duration of each step during test upgrade
Make a valid back-up before both the database and applications upgrades
© 2009 BearingPoint, Inc. 24
Prepare
Sample High Level Plan
© 2009 BearingPoint, Inc. 25
Upgrade Steps
EVALUATE
EXECUTE
PREPARE
MAINTAIN
PLAN
© 2009 BearingPoint, Inc. 26
Reference Oracle Applications Upgrade Guide: Release 11i to Release 12
Execute
© 2009 BearingPoint, Inc. 27
Execute
Maintenance Wizard (215527.1)
Step-by-step, graphical user interface for performing upgrade tasks
Consolidates instructions from multiple sources to present a comprehensive upgrade picture
Reduces upgrade tasks by filtering out those that do not apply to you (using TUMS)
Indicates critical patches that your system requires
Can automatically execute upgrade tasks for you
© 2009 BearingPoint, Inc. 28
Execute
Use the latest patch set to eliminate known issues (557869.1)
© 2009 BearingPoint, Inc. 29
Execute
Notes on Testing
Leverage 11i test scripts updated to reflect new, relevant R12 functionality and process changes
Test all business flows and scenarios using both new and existing data
Test workflows in process
Execute multiple testing rounds and budget enough time for issue resolution
─ Perform at least 2 successful test upgrade cycles before upgrade cutover
─ If changing OS (e.g., Unix to Linux, or Windows to Unix/Linux), add another successful test cycle
© 2009 BearingPoint, Inc. 30
Execute
Notes on Testing (cont.)
Perform adequate load and volume testing
Time the upgrade process to gauge duration required for cutover
© 2009 BearingPoint, Inc. 31
Upgrade Steps
EVALUATE
EXECUTE
PREPARE
MAINTAIN
PLAN
© 2009 BearingPoint, Inc. 32
Maintain
Leverage Documentation and Training Tools
11i Repository
─ Test Scripts
─ Set-up Documents
─ User Procedures
Tutor
UPK
© 2009 BearingPoint, Inc. 33
In Summary…
Make Sure You’re Prepared and Test, Test, Test!
Tax Engine is Much Different
XML / BI Publisher provides Greater Flexibility
Technical Installation Is Much Quicker
Richer functionality in Financials and Procurement
R12 is the right direction….
© 2009 BearingPoint, Inc. 34
Bibliography
1. Carlson, Anne et. al. “Best Practices for Adopting Oracle E-Business Suite, Release 12”. June 2008, https://metalink.oracle.com, Metalink doc #580299.1.
2. Keller, Kelton and Umarji, Sanjay. “Upgrading to Oracle E-Business Suite Release 12: Best Practices and Lessons Learned”. April 2008, www.oaug.com, OAUG Collaborate ’08.
3. “Oracle E-Business Suite Upgrade Resources”, May 2008, https://metalink.oracle.com, Metalink doc #461705.1.
4. Ram, Deep. “Upgrading Oracle Applications to R12. SROAUG News p. 4-15, October 2007, http://sroaug.oaug.org/News/SRNL1601.pdf .
5. Rashid, Mohammed and Riswan, M.K. “R12 Upgrade !!! Maintenance Wizard made it easy”. April 2008, www.oaug.com, OAUG Collaborate ‘08.
6. Rayner, Nigel and Genovese, Yvonne. “Planning for Oracle E-Business Suite Release 12”. August 2007, www.mediaproducts.gartner.com , Gartner RAS Core Research Note Goo150140.
7. Sackett, Marcella and Janas, Gary. “R12 Upgrade Project: An Overview of the Joys and Pains”. April 2008, www.oaug.com, OAUG Collaborate ’08.
8. Vucinic, Sandra. “Get Ready for EBS Release 12! Tasks to complete now to ease R12 upgrade process”. April 2008, www.oaug.com, OAUG Collaborate ’08.
9. Webb, Glenn. “Considering an Upgrade to E-Business Suite 11.5.10.2 or R12? Learn From a Recent R12 Upgrade”. April 2008, www.oaug.com, OAUG Collaborate ‘08.
10. Weinstein, Eugene and Yam, Sharon. “Upgrading to E-Business Suite R12 – Best Practices”. Oracle E-Business Suite Technology, July 2008, http://blogs.oracle.com/stevenChan/2008/07/ .
11. Yu, Kai and Tao, John. “Case Study: Implementing Oracle E-Business Suite R12 Through 11i to R12 Upgrade Path”. April 2008, www.oaug.com, OAUG Collaborate ’08.
© 2009 BearingPoint, Inc. 35
Contact Information
Pete WolffeSenior Business Advisor Commercial Business Unit
Phone: 1 650 385 3050Cell Phone: 1 650 823 0929