Oracle Presentation Value of upgrading to R12.1 Projects

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Value of Upgrading to Release 12.1 for E
-
Business Suite Projects

Dean Herback



Adwait Marathe

Oracle EBS Projects Strategy


Oracle EBS Projects Development

3

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Program
Agenda



R12.1 Upgrade Overview
Functional


Recent Release History


Projects Specific Changes


Upgrade Considerations and Resources


R 12.1 Upgrade Overview
Technical


Overview


Upgrade Best Practices


Lessons Learnt


12.1 Customer Success


PICO Holdings


4

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.

5

Functional Overview

6

EBS Product Update:

Continued Releases And Innovation


EBS

R12

EBS

R12.1

EBS

12.1.2

EBS

12.1.3

Planned

2004

2007

2009

2010

2011+

Released

Financials,

Technology

Procurement, HCM, Service, SCM, Projects,
Financials, Technology, MDM

Functional

Innovation

Major Release

Minor Release

EBS

11i10

EBS

12.x

New

EBS R12.1.3 released on Aug 20, 2010


Functional Enhancements across suite, plus statutory/regulatory updates and error
corrections

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7

THINK GLOBALLY

To Make the Right Decisions

MANAGE GLOBALLY

To Lower Cost & Increase
Performance

E
-
Business Suite Release 12

The Global Business Release


Oracle Projects


Project Portfolio Analysis

Achieve global view of customer,
supplier, partner & operations


Subledger Accounting


eTax


Simplified Maintenance
Management

Implement, manage, and scale
global applications easier


Multi
-
Org Access
Control


Removal of Supplier
Cost Adjustment
Restrictions


Enhance Expenditure
Inquiry with batched
adjustments

Work better across applications,
divisions, and regions

WORK GLOBALLY

To Be More Competitive


8

Increase Operational Control and Efficiency

What’s New in Projects

Procurement

Supply

Chain

Human

Capital

Customer &

Master Data

Management

Financials

& Projects

Applications

Technology


E
-
Business

Suite

Results:


Automating Project Operations
and Finances


Managing your full Project
Lifecycle with less effort


Make better decisions with
greater insight

9

9

Application
Integration

Product
Innovation

E
-
Business Suite Release 12.1

Oracle Projects


MSP 2007 Certification


Improved Services
Procurement
Integration


Advance Processing
-

Enhanced Integration
between AR and
Project Billing

Extend enterprise boundaries with
enhanced business processes


Project Manager
Reporting Pack


Self
-
Services
Expenditure Inquiry


Increased Automation in
Resource Management

Improve user satisfaction through
increased productivity


UPK Content for EBS


BI Publisher Reporting


Setup Automation



Implement, manage and upgrade
applications at lower cost

Superior Ownership
Experience

10

Oracle Projects Release 12.1, 12.1.2, 12.1.3


Project Analytics


Federal Financials
Analytics


iSetup/R12 Diagnostics


UI Improvements


Planning Enhancements


P6 Integration


MSP Integration
Enhancements


Supplier Cost Dashboard


Self Services Expenditure
Inquiry


Performance Reporting
Setup Audit


Reporting Performance
Improvements


Program APIs


Enhanced Change
Management

Enterprise and Project Insight

Project Resource
Management

Project Costing
Project Billing

Project Contracts

Project

Collaboration

Project
Management

Personalized

Role
-
Based Views

Global

Project

Repository

Project Portfolio Analysis

Resource Management

Project Billing


Integrated Services
Procurement


Supplier Payment Controls


E&C Deduction Processing


Project Security in Oracle
Purchasing

Project Billing

Project Costing

Project Foundation

Project Reporting

Project Management


Prepayment Receipt
Application


Effective Date Funds
Consumption


Improved Searches


Date Validations & Defaults


Streamlined Navigation

11



R 12.1 Upgrade Overview

Functional


Architectural/Financial uptakes that benefit projects
users


Catch up all of 11i10 M RUP4 enhancements/patches


New functionality leveraging Fusion technology


Easier upgrade path if and when you decide to move
to Fusion

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Building the Business Case for Upgrading


Evaluate the new 12.1 features in the products you are
currently running


Opportunities to eliminate customizations


Greater flexibility to match the needs of your business


Opportunities for additional automation and process improvement


Look for adjacent products that might add value


Many products are much stronger at the 12.1 level than they were
in 11.5.10


Adding modules is low cost since you are leveraging the
implementation work you have already done


Some customers have justified the upgrade primarily by the need
to get to the 12.1 level so they could implement additional
products

13

Upgrade Considerations


Secure consulting skills early


12.1.x implementation experience will be in short supply for
the next while


The number of customers upgrading to 12.1 will be
significantly higher than to 12.0


Some customers might want to consider a
reimplementation rather than an upgrade


Consider increasing UAT and Training timeframes


Significant number of enhancements will increase time
required



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Key Message to EBS 11i Customers

Upgrade to EBS 12.1 and Get More Return on Your Investment


Release

VALUE
: 12.1 provides business value across the
suite in addition to the Financials focused Release 12


Customers should evaluate the business value of the Release 12.1


Leverage complementary Apps including Fusion Applications



QUALITY
Results
:

Customers are live today on 12.1


New and existing customers are already live and upgrading


Customers are achieving predictable results => use OCS,
Experienced SIs or Oracle On Demand.



Choose

ROADMAP
: 11i support deadlines are coming up


Premier Support ends in Nov 2010; uplift fee waived until Nov 2011


Extended Support ends in Nov 2013







15
















Agilysys: Upgrade from 11i10


Projects, Assets, Payables,
iProcurement


Needed integrated ERP system
manage and balance maintenance
to support continued growth


McDonald’s : Upgrade from
11i10


Projects, Assets, Payables, iProc


Standardize construction mgmt
processes, track and manage costs by
project areas and ensure continued
system support


CPS: Upgrade from 11i10


New Features and Functionality




Datacard: Upgrade from 11i9


40+ Modules: Financials, OM, Inv,
WMS, iSupplier, CRM, Projects,
OTL, iProcurement, Purchasing, etc.


ATT: Upgrade from 11i10


Financials, AP, FA


Largest Payables Deployment WW




Pentel America: Upgrade from
11i9


Financials, Inventory, WMS


Better functionality; better support
options; ability to

eliminate
customizations




Oracle Corp. Upgrade from Release 12


Financials, HR, Procurement, SSHR,
Contracts, etc.


Usana Health Sciences: Upgrade
from
11i10


Financials, PM, Adv Plan, Inv, WMS


Support the multi
-
national company,
Improved inventory control, demand
visibility, reduce cost of managing
mfg processes



Oracle E
-
Business Suite Release 12.1

A Sample of Customers Who have Upgraded!

16

Oracle Projects

For More Information…


Link to the Release Content Document for Projects


Up to and including R 12.1.3


https://metalink2.oracle.com/metalink/plsql/ml2_documents.show
Document?p_database_id=NOT&p_id=561580.1



For more information about Oracle Applications


http://www.oracle.com/applications/home.html



Building the Business Case for your Upgrade



Upgrade Advisor My Oracle Support note and communities


https://support.oracle.com/CSP/main/article?cmd=show&type=NO
T&id=250.1



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Building the Business Case for your Upgrade

Accelerate your evaluation and planning

http://launch.oracle.com/?OOW

18

Upgrade Advisor on My Oracle Support

19

Technical Overview

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12.1 upgrade overview






R12.1 was generally available (GA) in May 2009


Via Oracle Electronic Product Delivery (EPD)and oracle Store


For all the supported platforms and languages


Can be used by new and upgrading customers
(11.5.9 and above) to go directly to R12.1


If you are on R11i, use R12.1 Rapid Install from EPD. Follow
instructions from the “Upgrade Guide: 11i to 12.1”


If you are on R12.0.X, use R12.1 Maintenance Pack
(7303030) from
MyOracle

Support (MOS). Follow instructions
from “R12.1Maintenance Pack Install Instructions 752619.1)”

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12.1 upgrade overview

Upgrade Paths


Minimum EBS suite level for direct upgrade to R12.1


11i9, 11i9CU1, 11i9CU2 or above


11i10, 11i10CU1, 11i10CU2 or above


R12.0.0 and above


Minimum EBS suite level required for database to be at


10gr2 (10.2.0.4) : 11i9CU2, 11i10CU2


11gr1 (11.1.0.7) : 11i10CU2, R12.0.4


11gr2 (11.2.0.1) : 11i10CU2, R12.0.4


One or more of the following choices apply based on
your current configuration and your target configuration


Upgrade database and EBS level in a single downtime


Upgrade database and EBS level in separate downtimes

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12.1 upgrade overview

R12.1 Technology Stack


Technology

Component

Version

included

11.5.10.2
Version

included

12.0.4 RI
Version included

R12.1 RI
Version
certified

with
Minimum

required
version

for upgrade
Apps Mid tier
-

Forms/Repor
ts

6.0.8.25

10.1.2.2

10.1.2.3

10.1.2.3

Apps Mid
tier
-

Java

Oracle Home
/

Apps Mid
tier
-
JDK

1.0.2.2/ 1.4.2

10.1.3.0/
1.5

10.1.3.4/1.6.0

10.1.3.5

10.1.3.4/1.6.0

Database/JD
BC

drivers

9.2.0.6/9.2.0.6

10.2.0.3

11.1.0.7/11.1.0.7

11.2.0.1

10.2.0.4/11.1.
0.7

Complete list at “Oracle E
-
Business Suite Release 12.1.1 Maintenance Pack Installation Instructions”
(752619.1)

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12.1 upgrade overview

Technology advantages


Rich UI


Look ahead LOVs


Hover
-
over pop
-
ups


Spider graphs


Widgets


Better look and feel


XML Publisher


Customize reporting needs


Reporting Pack solution


Every RDF , report is converted in xml.
xml and RDF do co
exists for e.g. PAXAUMTC & PAXAUMTC_XML

24


Hover your cursor on Project Number in the project list
table to view project details

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12.1 upgrade overview

Sample of hover over pop
-
up

25

Operational Advantages


Supportability


Stability


Better performance / Opportunity to re engineer


Frequent CUs


Less Maintenance Costs



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Identification of required patches


Prepare a complete list of pre and post patches and
recommended code levels


Keep the system current on AD/ATG/OAM code e.g. latest
AD/ATG RUPs on 11i/R12.0 and once on R12.1


High priority patches from My Oracle Support


Consolidated Upgrade Patches (CUP) and required one offs
that need to be applied in pre
-
install mode. R12.1 CUP1
(
7303029:12.1.0) is available now


Review “Known
-
issues” sections from key documents to
determine additional pre or post upgrade patches :


Release notes, MP Install Instructions

Upgrade Best Practices


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Patch merging and sequencing


Take advantage of patch merge, hot patching and apply patches
in the correct sequence. For e.g. apply MLS as hot patches


Complete pre upgrade activities


Identify and execute tasks that could be completed in a separate
downtime period, prior to the production upgrade


Use applicable steps mentioned in the "Downtime reduction"
and “Upgrade By Request” appendices E and G of the R12.1
upgrade guide


Upgrade RDBMS version to latest certified for the current APPS
level ( 11.2.0.1 / 11.1.0.7 / 10.2.0.4 )


Convert to Oracle Applications Tablespace Model(OATM)


Compacts database, optimizes storage settings and reduces I/O


Other planned HW or OS upgrades



Upgrade Best Practices


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Pre
-
upgrade activities continued...


Use TUMS (“The Upgrade Manual Script”) to avoid running
tasks that are not relevant for your system


Convert to multiple organization architecture Document
210193.1)


Drop MRC schema ( 11.5.10 and above )


Gather stats with GATHER_AUTO option for all schemas


Minimize historical data to be upgraded as per business
requirements


“Upgrade By Request”


Purge old and/or transient data before upgrading


Over 260 standard purge programs in R12


Use new “Purge Portal” in OAM to administrate




Upgrade Best Practices


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Adpatch options and other reporting tools


Use applicable adpatch options to reduce downtime and track
key upgrade aspects using in
-
built tools


Key recommended fixes (Pre Upgrade)


Affecting Upgrade Performance


AD
-
Parallel improved scalability: 8917381 (Part of
9179588 AD CUP)


Forms/reports generation regression with 11g: 8557019


Projects


PJ_PF Oracle Projects Consolidated Upgrade Patch
(CUP) for 12.1.1 : 9071598 (Part of 7303029 AU CUP)


General


Review documents 244040.1 and 950896.1 for latest EBS
recommended performance fixes




Upgrade Best Practices


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PRE Upgrade


Interface with payables


Adjustments on existing Prepayments, Prepayment Discounts
and Prepayment Applications will be prohibited.


Customers have to ensure that all necessary adjustments are
performed before upgrading to R12.


Ensure all the adjustmenst to Expense reports and Supplier
Invoices are fully processed prior to upgrade. (pa120u05.sql )


POST Upgrade


MRC : If you have some custom columns defined for MRC
amounts, those may generate errors!


Understand and configure new pillar features like ebtax, sla,
moac etc.



Upgrade Pre & Post Recommendations


31

Lessons Learnt


Properly size RDBMS for upgrade


init.ora


Undo


Shared pool


DB Cache


PGA Aggregate Target


Plan for additional storage for staging patches, pre
-
built
code


Use production like hardware for UAT


Optimize CBO stats


Set plsql_no_compile=yes


Use higher batch size (10000
-
20000)


Choose adequate numbers of workers


32

Lessons Learnt


Repeat the upgrade until all issues are fixed and
downtime is consistent


Ensure new customizations comply to new standard


Test ! Test ! & More Test !

33

References

For More Information…


R12.1 documentation roadmap (790942.1)


“Oracle E
-
Business Suite Release 12.1 Info center” (806593.1)


Database preparation guidelines for R12.1 upgrade (761570.1)


Patching FAQs (459156.1, 225165.1)


Using staged or shared APPL_TOP and distributed AD


(734025.1, 384248.1, 236469.1)


OAM “Patch Wizard” overview and FAQ (976188.1, 976688.1)


AD Command Line Options for Release R12 (1078973.1)


Recommended Performance Fixes (244040.1, 950896.1)


R12 Upgrade Sizing & Best Practices (399362.1)



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PICO Holdings

Oracle OpenWorld 2010

EBS Projects Session Schedule

Title

Presenters

Date/Time

Location

Project Management Best Practices

Barbara Fox, Oracle

Selva Mudaliar, Oracle

Wednesday
4:45 PM

Marriott Hotel
Golden Gate B

Oracle Project Analytics for Oracle E
-
Business Suite

Patrick Krause, IT
Convergence

Rao

Adivikolanu
, Oracle

Thursday

9:00 AM

Moscone

West
L3 3000


CISDI's Transformed Enterprise: Running the
Business with Oracle Projects 12

Rongxiang

Liao, CISDI

Li
Zhiyou
, CISDI

Dean Herback, Oracle

Kazim Isfahani, Oracle

Thursday

10:30 AM

Moscone

West
L3 3000

Managing Project Risk Using Oracle Projects
at M. A.
Mortenson

Company


Jeff Flake, M.A.
Mortenson

Dean Herback, Oracle

Thursday

1:30 PM

Marriott Hotel
Golden Gate B

Quick Wins that will make you a hero: E
-
Business Suite Projects


Carl Morley, Oracle

Thursday

1:30 PM

Moscone

West

L3 3000

Questions

37

Oracle OpenWorld


Latin America 2010

December 7

9, 2010



38

Oracle OpenWorld


Beijing 2010

December 13

16, 2010



39

Oracle Products Available Online

Oracle

Store


Buy Oracle license and support
online today at

oracle.com/store

40

41

Continue on Your Current Path


Move to Fusion Step by Step


Upgrade to Fusion Applications



Evaluate the latest Applications releases
to add value to your business


Enhance business value by augmenting
Applications Unlimited with Fusion
Middleware and Fusion Applications


Upgrade by pillars or a global single
instance

APPLICATIONS UNLIMITED

The Journey to Business Value

Choose a Path That’s Right for You