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Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

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Presentation on theme: "Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant."— Presentation transcript:

1 Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant

2 Oracle iSetup Simplifies the Setup and Administration of the Oracle E-Business Suite; thereby Reducing Implementation and Administration Time, Cost, and Risk

3 Learning Objectives As a result of this presentation, you will be able to: Understand the iSetup Components and Architecture Know the Benefits and Limitations of iSetup Understand the Ongoing Management capabilities of the Oracle E-Business Suite Know the Supported Products, Upcoming Products and Future Direction

4 Speakers Qualifications Kirk Williams is a Sr. Oracle Consultant and Project Manager at Frontier Consulting Kirk speaks frequently on the capabilities of Oracle Applications at Local, Regional and National Conferences Kirk writes Training Material and Project Plans for Supply Chain and Manufacturing Implementations

5 Presentation Agenda Oracle iSetup 11i.9 Introduction Benefits of iSetup iSetup Configurator, Migrator and Reporter iSetup Process and AIM Tasks Limitations of iSetup Supported Products and Future Direction Q&A

6 iSetup Meeting Business Needs Customers to go-live in days and weeks versus months or years Implementers to configure setup parameters quickly, without the use of Forms and specific Oracle Applications expertise Quick migration and copy of setup data between Applications to reduce time and effort and ensure data consistency between environments Quick creation of Application instances for testing and easy migration of changes from one instance to another

7 iSetup Meeting Business Needs Easy re-use of industry solution setup data among implementation projects to reduce time and risk Implementers can view setup data they have configured through iSetup before loading it into an applications instance Implementers can view current configuration settings in an applications instance Implementers can keep an audit trail of detailed setup choices Implementers can show and validate setup choices with their customers

8 Typical Implementation Lifecycle

9 Oracle iSetup Benefits Improve Margins – Deliver fixed-priced services in less time and with fewer resources Reduce Cost – Reduce engagement costs to customers as a result of less time and effort to complete setups Reduce Risk – Better utilize your Oracle expertise during implementations with proven and consistent setup data. Verify your setups with customers through detailed reports Reduce Maintenance and Support Costs – Avoid additional time and cost required to fix mistakes during setup with valid configurations. Avoid human error in replicating setups across environments

10 iSetup Product Support Rel. 11i9 Oracle General Ledger Oracle Accounts Payable Oracle Accounts Receivable Oracle Cash Management Oracle Fixed Assets Oracle Purchasing Oracle Human Resources Oracle Bill of Materials Oracle Inventory Oracle Engineering Oracle Work in Process Oracle Order Management Oracle Shipping

11 iSetup Functional Architecture

12 For initial implementation Collects requirements by presenting business questions Derives setup options based on your responses Incorporates leading business practices into template data Loads all the setup data with the click of a button iSetup Configurator

13 iSetup Loader APIs iSetup Configurator User Configurator Database Packaged Configuration File iSetup.oracle.com E-Business Suite Setup Tables API Repository Configurator Architecture

14 Saved Configurations

15 Incomplete Configuration

16 Status of Incomplete

17 Configuration Download

18 Administration Tasks Installation of a Central Instance with a dbc file for Each Remote Instance Mapping Databases for Central, Source and Target Instances Preparing Target Instances for Migrations Recompile Database Objects Set Open Cursor Limit from 500 to 750 Set Sleep Seconds for Concurrent Manager

19 Recommended Database Topology

20 Database Mapping Use this button to create a Mapping

21 Creating Database Mapping A dbc file will need to exist on the Central Instance for any SID

22 Update Database Mapping

23 Automates moving of setup data from one instance to another Generates additional setup data based on existing data. For example: –Create a new Accounting Calendar –Create a new Chart of Accounts iSetup Migrator

24 iSetup Loader APIs User Packaged Configuration File Source Instance Target Instance Setup Tables Data Model Setup Tables Data Model iSetup Exporter APIs iSetup Migrator UI Migrator Architecture

25 Create Migration Selection Set Create a selection set from a predefined Template

26 More Migration Selection Sets There are currently 14 pre-defined templates

27 Migration Selection Sets

28 Review Extract Selection Set

29 Submit Extract Selection Set For a Financials or Discrete Manufacturing Extract, you may want to schedule for a later run

30 Migration Extracts You can download to your local system or permanently delete the snapshot

31 View Extract Details

32 Download Migration Snapshot

33 Migration Load History

34 Migration Load Request You can load from an iSetup Configuration, a snapshot extract or from your local system

35 Review Load Request

36 View Load Details

37 Restart Load Request Here are the 3 restart options from a failed setup step

38 Report on Setup data Maintain snapshots for later reference Compare setup data across instances Compare setup data at different times iSetup Reporter

39 User Packaged Configuration File Source Instance Setup Tables Data Model iSetup Exporter APIs iSetup Reporter Reporter Architecture Reports

40 Report History

41 Report Request You can Report from an iSetup Configuration, a snapshot extract or from your local system

42 Report from Snapshot

43 Report Request Options Reports normally complete timely, but they can also be scheduled for later

44 Report Request Confirmation

45 View Request Details

46 Report Output You can view the output from a printable page

47 Printable Output

48 iSetup and AIM Tasks RD.020 – Conduct Current Business Baseline Complete iSetup Questionnaire RD.050 – Gather Business Requirements Complete iSetup Questionnaire BR.020 – Prepare Mapping Environment Run iSetup Loader BR.100 – Define Application Setups Run iSetup Loader Edit iSetup BR.100 document TE.060 – Prepare Testing Environments Run iSetup Loader PM.040 – Prepare Production Environment Run iSetup Loader

49 iSetup and using AIM

50 iSetup Integration Strategy Business Information System Configuration Oracle iSetup Business Flows Tutor Procedures Workflows

51 Project Timeline Contract Signed Implementer Selected Hardware Ready Apps Installed Begin iSetup Configuration Begin Testing Load iSetup Configuration

52 Loading Multiple Instances iSetup Configurator CRP System Test Production Original Configuration Revised Configuration

53 Alternate Approach iSetup Configurator CRP System Test Production Original Configuration Backup Refine iSetup Configurator CRP System Test Production Original Configuration Backup Refine

54 Configuring Test Scripts Assumptions –One RT per form –Data driven –Dynamic linking between RTs to support any business flow iSetup Bus. Flow Setup Data Configured RT Suite Customized Data Files

55 Oracle iSetup Benefits Improve Margins – Deliver fixed-priced services in less time and with fewer resources Reduce Cost – Reduce engagement costs to customers as a result of less time and effort to complete setups Reduce Risk – Better utilize your Oracle expertise during implementations with proven and consistent setup data. Verify your setups with customers through detailed reports Reduce Maintenance and Support Costs – Avoid additional time and cost required to fix mistakes during setup with valid configurations. Avoid human error in replicating setups across environments

56 Summary Knowledge of iSetup Components and their Functions Advantages & Disadvantages of iSetup Costs of Implementation, Migration, Upgrade or Re-Implementation Option Discuss Product Support and Future Direction

57 Additional Resources Appsnet –http://www.oracle.com/appsnet –Technology Rapid Implementation iSetup web site –http://isetup.oracle.com –Read overview and view tutorial

58 Contacts Jim Lange, Product Director Phone: Manoj Gupta, Product Manager Phone: Kirk Williams, Project Manager Phone: Frontier Office:

59 Q & A

60 Thank You!


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