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JD Edwards Summit

License Migrations and Pricing Great Tips and Common Pitfalls

Karron Brancio-Brienza, Senior Manager Global Practices Sara Piscitiello, OracleDirect Sales Consulting Manager February 2015


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 functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Program Agenda

License Migrations

Technology Foundation

Customer 2 Cloud

Migration Myths

Additional Resources

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Program Agenda

License Migrations


Customer 2 Cloud

Migration Myths


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License Migration

• Migrates customer’s contract to current Oracle price models

• Pre migration licenses terminated

– Migrated licenses replace previous contract

• If you have existing JD Edwards customers, you will need to address it

What is it? Why do I care?

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License Migration

• Sell more JD Edwards

– Many existing JD Edwards customers still on legacy/retired price models • No longer supported by Oracle

• Cannot add licenses to older price models

• Cannot mix and match legacy JDE and current Oracle price models

– Different license structure

– Cannot audit for compliance

• Gets customer to price model that all application product lines follow

– Similar licensing

– Ease of adding additional licenses

Why do we have to do it?

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License Migration

• Know what price model customer is licensed under

• Know what customer is licensed for

• Work directly from customer’s current license contract

– Internal Oracle - request contract from Imaging ([email protected])

• Do not rely on install base nor support renewal

• Review contract with customer

– What are they licensed for, what do they use, what do they need?

What do I need to know?

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License Migration

• Customer does not need anything additional for JD Edwards

• Customer licensed for enough users

• Oracle does not require license migration just for customer being on retired price model

• If customer is satisfied with current licenses, can remain on current contract

When a License Migration is not required

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Options for Existing Customers

• JD Edwards Model, User, Suite, and Solution pricing

– Must migrate to current price models under Oracle prior to licensing anything additional for JD Edwards

– Can no longer add licenses to retired price models

• After license migration, can add licenses from current price models – Component pricing

– Custom Application Suite pricing

– Enterprise pricing

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JD Edwards License Migration Policy

• Migrates customer to Custom Application Suite (CAS) bundle for existing products/users

• Products not available on CAS will migrate to Component pricing

• All products on legacy contract must be migrated

– Products not being used can be terminated

• Talk to customer to validate what they are using

• Good time to clean up licenses

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JD Edwards License Migration Methodology

• June 2011 - Current Migration Methodology policy released

• Migration Calculation Methods

– Ratio (no additional functionality, no charge)

– Net-net, 10% minimum (to cover additional functionality or metric change) • 4 times customer’s current support fee

• Credit against net price - list price minus standard ebusiness discount and other approved discounts

• Chargeable migrations use Net-net methodology

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JD Edwards License Migration Methodology

• 85% of JD Edwards mappings use Ratio method - no charge

• Migration Fees are discountable - down to 10% of list price

• If necessary, restricted use migration could be done (approval required)

– Basic Equipment Management to Capital Asset Management

– Restricted use matches existing contract – Ratio methodology

• Option to migrate to Enterprise pricing – Mappings still the same

– Net-net, 10% minimum migration calculation used

– Unlimited users gives customer value

continued

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JD Edwards License Migration Policy and Mapping

• JD Edwards Migration Policy: eSource > Migrations Tab > Acquisition Specific Practices portlet > JD Edwards Migration Practices

• Net-Net Calculation Method: eSource > Migrations Tab > Migration Practices portlet > Calculation Methods > Net-Net Migrations

• Product Migration Listing document: eSource > Migrations Tab > Product Migration Listings portlet > JD Edwards

• Partners – work with Oracle Representative

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Program Agenda

License Migrations


Customer 2 Cloud

Migration Myths


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• Technology Foundation = IBM version – Known as ‘Blue Stack’

– Bundled IBM technology and EnterpriseOne Core Tools and Infrastructure

• Oracle Technology Foundation for JD Edwards EnterpriseOne = Oracle version – Known as ‘Red Stack’

– Bundles Oracle technology and EnterpriseOne Core Tools and Infrastructure

• Upgrade line items only include technology components – Technology Foundation Upgrade

– Oracle Technology Foundation for JD Edwards EnterpriseOne Upgrade

IBM vs. Oracle

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• Agreement with IBM/Oracle ended January 2014

– Net new customers • Cannot license Technology Foundation

– Existing customers licensed for Technology Foundation • Cannot add additional licenses of Technology Foundation

– Component pricing – no additional application users

– Enterprise pricing – no expansions can be done

– Existing licenses will continue to be supported

IBM version retirement

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• Continue to use IBM technology

– Component pricing • Add more application users of Core Tools and Infrastructure as needed

• Go to IBM directly for additional technology licenses

– Enterprise pricing customers • Split Technology Foundation license into two line items

• Core Tools & Infrastructure and Technology Foundation Upgrade

• Policy posted on eSource > Migrations Tab > Acquisition Specific Practices portlet > Technology Foundation License Split Practices

• Contact Infoprice for correct part numbers to use

• After migration, Core Tools and Infrastructure will be expanded as customer grows

Options for customers

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• Convert to Oracle technology

– Technology Foundation Migration policy available

– Migrates customer from Technology Foundation to Oracle Technology Foundation for JD Edwards EnterpriseOne • Policy posted on eSource > Migrations Tab > Acquisition Specific Practices portlet > Technology

Foundation Migration Practices

– Net-net, 10% migration calculation policy used

– Must be on current price models for Technology Foundation Migration

– Enterprise pricing customers • See Enterprise Pricing section of policy

• Oracle Technology Foundation for JD Edwards EnterpriseOne only available on Component pricing

Options for customers continued

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Program Agenda

License Migrations


Customer 2 Cloud

Migration Myths


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Customer to Cloud

• Allows customer to shelve support of on Premise applications

– No support reprice for remaining on Premise products

– Mapping done at pillar level

– Policy posted on eSource: Migrations tab > Migration Practices portlet > Subscription Migration Pricing Practices > Customer 2 Cloud • Policy has gone through recent changes

• Termination now only for ULAs

• Link within policy to mapping document

• Updated mappings being done frequently

– JD Edwards – easiest when customer on current price model

Shelving Support

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Program Agenda

License Migrations


Customer 2 Cloud

Migration Myths


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Myths About Migrations

• It significantly drives up the price – No – 85% of JD Edwards products migrate for no charge

– Migration fees are discountable

– Restricted use licenses can be done if needed

• It is hard – It does not need to be – assistance is available

– Ask questions early in the process

• Old contracts can be expanded – No – legacy price models retired and no longer supported by Oracle

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Myths About Migrations

• Just get a second contract – No – cannot mix and match legacy JD Edwards contracts with current price models

– Would not be able audit for compliance

• All legacy contracts are the same – No – JD Edwards had several different price models

– Validate price model from contract, not install base data

• Migrations are only when going from World to EnterpriseOne – Contract migrations are to migrate to current price model

– Many legacy JD Edwards customers have rights for both World and E1 (formerly OneWorld)

– Validate if customer is licensed for both product lines from current contract

continued

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Program Agenda

License Migrations


Customer 2 Cloud

Migration Myths


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• Price Lists

– Includes metrics, minimums, definitions, footnotes

• Supplements

– Includes bundling information, pre-requisites

• Internal Oracle: eSource > Home tab > Price Lists and Supplements portlet

• Partners: OPN > Partner with Oracle > Market & Sell > Sales Resources > Pricing and Licensing > Advanced Applications

Price Lists and Supplements

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• Pricing Guide Includes:

– General pricing rules for each price model

– Specific Price Model nuances

– Answers to commonly asked questions

– Partner version includes specifics to partner pricing and discounting

• Internal Oracle: eSource > Home tab > Training Modules portlet

• Partners: OPN > Partner with Oracle > Market & Sell > Sales Resources > Pricing and Licensing > Advanced Applications > Additional Resources > Training and FAQs

Application Pricing Guide

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Assistance is available

• Internal Oracle

– Contact Infoprice ([email protected])

– Engage with others that have worked JD Edwards migrations

– Reach out to Product Strategy / Product Management as needed

• Partners

– Reach out to Oracle Representative

– Oracle Rep can engage Infoprice as needed

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mailto:[email protected]


Question and Answers

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