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