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Still haven’t upgraded to R12 and have limited funds. What do the experts recommend?
© 2010 Zanett. All rights reserved. Introductions Oracle Support Schedule Upgrade Center Of Excellence Methodology Highlights Tools to help with Upgrade Lessons learned Q&A Agenda 2
© 2010 Zanett. All rights reserved. Presenter Introduction John Vaughan National Practice Lead – Oracle eBusiness Suite Kevin Teder Senior Vice President - Zanett 3
© 2010 Zanett. All rights reserved. US Offices: Atlanta Boston Cincinnati Detroit Indianapolis Jacksonville Miami New York St Louis Dallas International: Makati City, Philippines Zanett Snapshot $50 million company Founded in 1999, growth both organic and by acquisition Professional Staff includes 300+ skilled consultants-average standard of experience ~ 12 years In each of the past 4 years, more than 70% of Zanett’s revenue was derived from repeat business Serves a wide range of companies ~ Fortune 500 to SMB Focus on Oracle’s EBS, PeopleSoft, JDE, and EPM (OBIEE and Hyperion) 4
© 2010 Zanett. All rights reserved. Why you should care? 100+ EBS Implementation Consultants, 40+ DBAs on staff Monitoring & Managing 130+ instances 24 x 7 x 365. Established Upgrade Center of Excellence Consistently have 4-5 upgrade going on in parallel Upgrade are included in our Managed Services Upgrade for non-Managed Clients Hundreds of Successful Client E-Business Suite Upgrades(10.7, 11.0, 11i, R12) More Than 24 Months R12.1 experience 5
© 2010 Zanett. All rights reserved. Introductions Oracle Support Schedule Methodology Highlights Upgrade Center Of Excellence Tools to help with Upgrade Lessons learned Q&A Agenda 6
© 2010 Zanett. All rights reserved. Oracle EBS Support Table ReleaseGA DatePremier EndsExtend EndsSustain Ends 11.5.7May 2002May 2007Not AvailableIndefinite 11.5.8Nov 2002Nov 2007Not AvailableIndefinite 11.5.9June 2003June 2008Not AvailableIndefinite 11.5.10Nov 2004Nov 2010Nov 2013 **Indefinite 12.0June 2007Jan 2012Jan 2015Indefinite 12.1May 2009May 2014Dec 2018Indefinite 7 ** Extended Support has been extended for 13 months through December 2014
© 2010 Zanett. All rights reserved. Introductions Oracle Support Schedule Methodology Highlights Upgrade Center Of Excellence Tools to help with Upgrade Lessons learned Q&A Agenda 8
© 2010 Zanett. All rights reserved. OUR APPROACH
© 2010 Zanett. All rights reserved. Business Focused Approach UNDERSTAND Fully understand the business objectives both strategically and tactically ALIGN Align our activities (product and services) to best support your business objectives Zanett continually monitors best business practices to ensure that tactical and strategic goals are in alignment REALIZE Ensure you realize your full potential for growth and competitive advantage 10 Zanett delivers Real Enterprise Value TM On-Time + Within Budget + Objectives Achieved = SUCCESS
© 2010 Zanett. All rights reserved. The Benefits of Using a Partner for an Upgrade Methodology Skills / Experiences Knowledge of the R-12 Application (Functional/Tech) Knowledge of Lessons Learned / Gotcha’s Tools / Templates / Knowledge / Information Additional hands – address bandwidth constraints Training 11
© 2010 Zanett. All rights reserved. Partner vs. Funds Available vs. Situation Traditional – Most Funds – Partner provides team, tools, methodology, knowledge, etc. – Partner team consists of PM, Functional, and Technical Team – Customer provides PM and SME knowledge and focuses on current environment knowledge, testing and knowledge transfer – Fixed Fee, deliverable based Statement of Work Creative – Limited Funds – Use the partners for the tools/templates, methodology, work plans, lessons learned, knowledge, etc. – Use the partner for PM, advisory services and to fill skill gaps – Time and materials and set amount for tools 12
© 2010 Zanett. All rights reserved. Assessment ROI WBS ROI WBS Planning / Discovery 1 st Pass Analysis and Familiar- ization 1 st Pass Analysis and Familiar- ization Upgrade Analysis Solution Design RICE Analysis Solution Design RICE Analysis Solution Design CRP 1 2 nd Pass CRP 1 2 nd Pass Build UAT BR100’s* 3 rd Pass UAT BR100’s* 3 rd Pass Test 4 th Pass* Trans Plan 4 th Pass* Trans Plan Rehearsal Support Go Live Training Leverage best practices through a repeatable approach Focuses on Repeatability Brings Risk Mitigation to the project zAccelerate for Upgrades
© 2010 Zanett. All rights reserved. 14 Benefits to zAccelerate Approach Risk reduction – Proven – Refined scope definition – Confidence in effort and timeline – Ensures tighter management and accuracy of the upgrade cost/duration Practice makes perfect – 5 passes using same resources Provides Client Leadership ability to more effectively set and manage expectations with the business Business Flow Experienced Staffing Model – Onsite experience / offsite technical expertise Stronger and more focused effort on learning R12 functionality Training and Change Management
© 2010 Zanett. All rights reserved. Introductions Oracle Support Schedule Methodology Highlights Upgrade Center Of Excellence Tools to help with Upgrade Lessons learned Q&A Agenda 15
© 2010 Zanett. All rights reserved. Upgrade Center of Excellence Repeatable approach and experience with upgrades and implementations Leverages Zanett’s wealth of knowledge in managing and monitoring 150+ client instances of Oracle 24/7/365 Upgrade Center capitalizes on numerous upgrades done for managed and non-managed environments Defined efficient process for: – Upgrade planning and project management – Process review, fit gap, functional change and readiness
© 2010 Zanett. All rights reserved. Introductiuons Oracle Support Schedule Methodology Highlights Upgrade Center Of Excellence Tools to help with Upgrade Lessons learned Q&A Agenda 17
© 2010 Zanett. All rights reserved. Process Model Library Execution Documents Training Material Test Scripts Benefits for the Client: Identifies customizations and assists with seed data and configuration issues Start New process design from a working application model Accelerates testing with test scrips Reduces risk by leveraging best practices incorporated in Oracle Applications Supports change management by early feedback from key users and stakeholders Benefits for the Client: Identifies customizations and assists with seed data and configuration issues Start New process design from a working application model Accelerates testing with test scrips Reduces risk by leveraging best practices incorporated in Oracle Applications Supports change management by early feedback from key users and stakeholders COE Tools, Templates & Libraries 18 Changed Objects
© 2010 Zanett. All rights reserved. Introductiuons Oracle Support Schedule Methodology Highlights Upgrade Center Of Excellence Tools to help with Upgrade Lessons learned Q&A Agenda 19
© 2010 Zanett. All rights reserved. Remediation of Obsolete objects in CEMLI objects Most every customer has directly modified the standard code Your customizations need to differentiate from Oracle standard naming conventions (R-12 leverage 3 digit naming convention) Don’t lose your source code – make a copy …. Leverage config snap shot tools Your modifications to seeded responsibilities (will be lost during an upgrade) Your modification to other seed data may be impacted Some Lessons Learned
© 2010 Zanett. All rights reserved. Some Lessons Learned Web ADI – Web ADI journal templates will need to be re-created – Web ADI journal upload spreadsheets do NOT support multiple tabs Report Manager – Report Manager will need creation of custom templates for use with FSGs. Generic FSG Template can be used, but cannot be modified – Report Manager saves reports in FRM_REPOSITORY_LOBS table, and cannot save reports to a file system – Reports may need to be transferred to a network drive periodically to avoid tablespace issues – Reports Repository needs to be periodically cleansed
© 2010 Zanett. All rights reserved. Cash Management – Cash Management module owns banks, bank accounts, and bank branches setups in R12 – Bank Account security will not allow update to Payables Documents – needs security to be setup Some Lessons Learned
© 2010 Zanett. All rights reserved. Planning for an Upgrade Plan for downtime (~60hrs avg) – What can be done before the downtime? – What can be done to make the upgrade run faster? Can Separate Hardware be used for the upgrade? Customizations – Follow standards, Backup, TEST!! Practice Upgrade Steps 23
© 2010 Zanett. All rights reserved. Upgrade Small Customer Performance Sample Small Hardware Configuration : Database server – 4 x Dual Core (8 CPU) @ 1.8 Ghz AMD Opteron – 8 GB RAM – RHEL4 – 64-bit OS – Database size – 38 GB APPS server – 2 x Dual Core (4 CPU) @ 2.2 Ghz AMD Opteron – 2 GB RAM – RHEL4 – 32-bit OS Approximately 12K jobs per hour!! 24
© 2010 Zanett. All rights reserved. Upgrade Large Customer Performance Sample Large Hardware Configuration : Database server – Sun M5000 – 4 x quad core SPARC processors ( 2.4GHz US T2 ) – 64 GB RAM – Sun Solaris – Database size – 1.2 TB APPS servers x 3 – Sun T5140 – 2 x 8-core processors ( 1.2GHz US T2 ) – 64 GB RAM – Sun Solaris Approximately 12K jobs per hour!! 25
© 2010 Zanett. All rights reserved. Upgrade Performance Automate fixes Tune upgrade performance – Optimize Long running jobs – Workers – Batch Size Monitor the Upgrade – AD Logs, alert logs – Long running jobs – Space allocation – AWR and OEM 10g 26
© 2010 Zanett. All rights reserved. Upgrade Performance Here’s how we do it: Turn off archive-logging for duration of upgrade. Use single member 2 GB redo log size for fewer log switches. Set log_checkpoint_interval to 0. Size all tablespaces adequately and set data-files to auto-extend. Size SGA to utilize max. CPU and memory. Install and stage APPS tier and DB home executables, re-use for multiple runs. 27
© 2010 Zanett. All rights reserved. Summary Not your standard project – a decent amount of ‘gotcha’s’ Detail Preparation up front – Testing Scenarios – CEMLI List – Cross referencing Testing and CEMLI object Use tools to identify use of Obsolete objects, seed data changes, etc. Leverage a proven work plan, scripts, testing steps, best practice libraries, etc. Practice makes perfect – practice the technical steps Limit change – focus on the technical upgrade Get some guidance/help for experienced resources Review Lesson learned 28
© 2010 Zanett. All rights reserved. Questions? email@example.com 904-219-7241 firstname.lastname@example.org 317-250-1536 email@example.com 317-432-5443 29
Copyright © 2009 Rolta International, Inc., All Rights Reserved a c c e l R12™ Upgrade Approach.
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