2Value of Upgrading to Release 12.1 for E-Business Suite Projects Dean Herback Adwait MaratheOracle EBS Projects Strategy Oracle EBS Projects Development
3<Insert Picture Here> Program Agenda<Insert Picture Here>R12.1 Upgrade Overview FunctionalRecent Release HistoryProjects Specific ChangesUpgrade Considerations and ResourcesR 12.1 Upgrade Overview TechnicalOverviewUpgrade Best PracticesLessons Learnt12.1 Customer Success – PICO Holdings
4The following is intended to outline our general product direction 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.
6EBS Product Update: Continued Releases And Innovation ReleasedPlannedMajor ReleaseEBS 11i10EBS R12EBS R12.1EBSEBSEBS 12.xMinor Release20042007200920102011+Financials, TechnologyProcurement, HCM, Service, SCM, Projects, Financials, Technology, MDMFunctional InnovationNewEBS R released on Aug 20, 2010Functional Enhancements across suite, plus statutory/regulatory updates and error corrections
7E-Business Suite Release 12 The Global Business Release – Oracle Projects THINK GLOBALLYTo Make the Right DecisionsWORK GLOBALLYTo Be More CompetitiveMANAGE GLOBALLYTo Lower Cost & Increase PerformanceAchieve global view of customer, supplier, partner & operationsWork better across applications, divisions, and regionsImplement, manage, and scale global applications easierProject Portfolio AnalysisMulti-Org Access ControlRemoval of Supplier Cost Adjustment RestrictionsEnhance Expenditure Inquiry with batched adjustmentsSubledger AccountingeTaxSimplified Maintenance ManagementRelease 12 was defined as “The Global Business Release”. When we defined Release 12 as a global release, we’re not just using global from a geographic perspective, but also from a comprehensive perspective, the breadth and depth that release 12 offers our customers across industries and business functions.In Release 12 of E-Business Suite, we focused on Financials and made many foundational architecture improvements there and we also took the opportunity to upgrade the basic technology versions that were underneath the applications, to leverage the latest Oracle technologies.Financials Release 12 helps your organization think globally to make the right decisions. We offer performance management applications to monitor your performance against strategic goals, to create plans, budgets and forecasts, and to measure and optimize profitability. We provide business intelligence tools to help analyze every aspect of your performance. With R12 it’s never been easier to have information at your fingertips for making better business decisions.The heart of Financials Release 12 is enabling businesses to work globally, whether this is across applications, divisions, or regions. The new architecture and enhancements in Financials Release 12 enable businesses to standardize accounting and tax rules with centralized setup and maintenance that is also highly flexible to meet diverse global financial reporting requirements.Lastly, manage globally. Whether it’s around integration, data management or reporting, Release 12 will make it easier and less expensive for customers to implement , manage, and scale global applications, ultimately improving the overall ownership experience.7
8Increase Operational Control and Efficiency What’s New in Projects Achieve Rapid ReturnStandardize and SimplifyProcurementSupply ChainHuman CapitalCustomer & Master Data ManagementFinancials & ProjectsApplications TechnologyE-Business SuiteResults:Automating Project Operations and FinancesManaging your full Project Lifecycle with less effortMake better decisions with greater insightFor other customers whose activities are concentrated in other functional areas such as Projects, Release 12 wasn’t as compelling as an upgrade value proposition, but I hope you see the importance in laying the groundwork for future releases.So in Release 12.1 we focused on adding substantial value to all of the other areas within E-Business Suite.Key Message:For this Release 12.1 overview we have highlighted specific new features from the areas ofAutomating Project Operations and FinancesManaging your Full Project Lifecycle with Less effort andMaking Better Decisions8
9E-Business Suite Release 12.1 Oracle Projects Application IntegrationSuperior Ownership ExperienceProduct InnovationExtend enterprise boundaries with enhanced business processesImplement, manage and upgrade applications at lower costImprove user satisfaction through increased productivityMSP 2007 CertificationImproved Services Procurement IntegrationAdvance Processing - Enhanced Integration between AR and Project BillingUPK Content for EBSBI Publisher ReportingSetup AutomationProject Manager Reporting PackSelf-Services Expenditure InquiryIncreased Automation in Resource ManagementKey Message:9
10Oracle Projects Release 12.1, 12.1.2, 12.1.3 Project ReportingProject AnalyticsFederal Financials AnalyticsProject ManagementResource ManagementImproved SearchesDate Validations & DefaultsStreamlined NavigationPlanning EnhancementsP6 IntegrationMSP Integration EnhancementsSupplier Cost DashboardSelf Services Expenditure InquiryPerformance Reporting Setup AuditReporting Performance ImprovementsProgram APIsEnhanced Change ManagementProject Portfolio AnalysisProject ManagementProject Resource ManagementProject CostingIntegrated Services ProcurementSupplier Payment ControlsE&C Deduction ProcessingProject Security in Oracle PurchasingGlobal ProjectRepositoryProject Costing Project BillingProject ContractsProject CollaborationEnterprise and Project InsightProject BillingKey Message: Release 12 provides out of the box Federal accounting support, automated funds consumption and billing in compliance with funding rules and full support for advance processing, ultimately reducing the overhead of managing reimbursable agreements.With Release 12.1Project Costing and Project Billing are Federal enabled. This means that all the EBS Financial applications now provide full support for Federal accounting standards.Oracle Projects focused on automating the reimbursable agreement process flow. As agencies are doing more work on behalf of each other and engaging in work for non-Federal organizations, they need better processes for managing agreements and funding.This release introduces funding consumption rules that allow agencies to control the use of funds when a project is funded by multiple agreements or multiple funding sources. For example, if a project receives part of its funding from a yearly fund and the remaining portion from a multi-year fund, you can define consumption rules that ensure that the yearly funds are consumed first. At fiscal year end, the agency loses any funds remaining on the yearly fund but can rollover the balance of a multi-year fund.Another example is the use of consumption rules to ensure compliance with earmarked funds. If a fund stipulates that it can only be used for emergency lane highway improvements for example, consumption rules can be defined to ensure that only cost related to this work is allocated to the fund.Another key area for managing reimbursable agreements, is advance processing. When a Federal agencies does work for a non-Federal organization they are often required to be paid upfront. With this release, the integration between AR and Project Billing has been enhanced to improve advance processing. You can now associate an advance payment to a reimbursable agreement. As work is executed the advance is automatically applied to the project invoices. At any time, you can view the remaining balance and see how the advance is being consumed.The final enhancement to note here is a new data source for Bill Presentment. Using BPA you can now easily include project and agreement attributes in addition to AR information on invoices and billing statements.Project BillingPersonalizedRole-Based ViewsPrepayment Receipt ApplicationEffective Date Funds ConsumptionProject FoundationiSetup/R12 DiagnosticsUI Improvements10
11R 12.1 Upgrade Overview Functional Architectural/Financial uptakes that benefit projects usersCatch up all of 11i10 M RUP4 enhancements/patchesNew functionality leveraging Fusion technologyEasier upgrade path if and when you decide to move to FusionKey Message: The new global financials architecture in Release 12 provides a great deal more control, efficiency and flexibility, ultimately enabling organizations to achieve a lower TCO.Multiple Ledgers represents the new and improved ledger architecture that directly supports faster, simpler period end closing.Sets of Books have been replaced by Ledgers within Ledger Sets.A ledger, is specifically the general accounting for a company. Now, opening and closing, calendar management, and reporting move to the Ledger Set rather than the individual ledger. And: you can write accounting adjustments across the ledger set, and the results will be posted into the individual ledgers.Centralized Architecture includes a rules-based accounting engine, unified bank account model, centralized payments and global tax engine, as well as, improved global intercompany capabilities.This centralized architecture allows you to not only centralize core functions but also creates standardization across the enterprise. This centralized architecture offers greater control in 5 areas: new legal entity construct, an extremely powerful accounting engine for all subsystem accounting, a new bank and payments module, a very powerful global tax engine, and a robust intercompany system
12Building the Business Case for Upgrading Evaluate the new 12.1 features in the products you are currently runningOpportunities to eliminate customizationsGreater flexibility to match the needs of your businessOpportunities for additional automation and process improvementLook for adjacent products that might add valueMany products are much stronger at the 12.1 level than they were inAdding modules is low cost since you are leveraging the implementation work you have already doneSome customers have justified the upgrade primarily by the need to get to the 12.1 level so they could implement additional products
13Upgrade Considerations Secure consulting skills early12.1.x implementation experience will be in short supply for the next whileThe number of customers upgrading to 12.1 will be significantly higher than to 12.0Some customers might want to consider a reimplementation rather than an upgradeConsider increasing UAT and Training timeframesSignificant number of enhancements will increase time requiredAs customers start ramping up 12.1 upgrades the demand for consultants will outstrip supply of experienced peopleDecide if you will reimplement or upgrade if you are moving from EBS 11. The rearchitecting of financial applications in EBS 12 means that many organizations are reimplementing their EBS systems (i.e., changing the instance strategy and/or conceptual design). Larger and more-complex organizations (typically multinationals) that use EBS Financials should approach EBS 12.1 upgrades with the mind-set of a reimplementation, rather than simple upgrades of their environments. However, existing Financials configurations can be migrated as-is, if desired. Smaller organizations, and those in the public sector or the not-for-profit area, should consider a move to EBS 12.1 to be a major upgrade.Including the architectural changes and the significant number of enhancements released since we recommend that customers increase the length of their UAT phase. It will take more time to test all of the new features especially if you have any customizations installed. Also, training should be planned well in advance to make sure end users are up to speed with the new enhancements.
14Key Message to EBS 11i Customers Upgrade to EBS 12 Key Message to EBS 11i Customers Upgrade to EBS 12.1 and Get More Return on Your InvestmentRelease VALUE: 12.1 provides business value across the suite in addition to the Financials focused Release 12Customers should evaluate the business value of the Release 12.1Leverage complementary Apps including Fusion ApplicationsQUALITY Results: Customers are live today on 12.1New and existing customers are already live and upgradingCustomers are achieving predictable results => use OCS, Experienced SIs or Oracle On Demand.Choose ROADMAP: 11i support deadlines are coming upPremier Support ends in Nov 2010; uplift fee waived until Nov 2011Extended Support ends in Nov 2013You still need to be on 11i CU2 if you want to remain on the 11i release
15Oracle E-Business Suite Release 12 Oracle E-Business Suite Release A Sample of Customers Who have Upgraded!McDonald’s : Upgrade from 11i10Projects, Assets, Payables, iProcStandardize construction mgmt processes, track and manage costs by project areas and ensure continued system supportATT: Upgrade from 11i10Financials, AP, FALargest Payables Deployment WWAgilysys: Upgrade from 11i10Projects, Assets, Payables, iProcurementNeeded integrated ERP system manage and balance maintenance to support continued growthPentel America: Upgrade from 11i9Financials, Inventory, WMSBetter functionality; better support options; ability to eliminate customizationsCPS: Upgrade from 11i10New Features and FunctionalityOracle Corp. Upgrade from Release 12Financials, HR, Procurement, SSHR, Contracts, etc.Usana Health Sciences: Upgrade from 11i10Financials, PM, Adv Plan, Inv, WMSSupport the multi-national company, Improved inventory control, demand visibility, reduce cost of managing mfg processesDatacard: Upgrade from 11i940+ Modules: Financials, OM, Inv, WMS, iSupplier, CRM, Projects, OTL, iProcurement, Purchasing, etc.15
16Oracle Projects For More Information… Link to the Release Content Document for ProjectsUp to and including Rhttps://metalink2.oracle.com/metalink/plsql/ml2_documents.show Document?p_database_id=NOT&p_id=For more information about Oracle ApplicationsBuilding the Business Case for your UpgradeUpgrade Advisor My Oracle Support note and communitieshttps://support.oracle.com/CSP/main/article?cmd=show&type=NO T&id=250.1Here is where you can find more information on the features that I was not able to cover in today’s session and some other items of interest.<Product Name> <TOI Functional> - 16
17Building the Business Case for your Upgrade Accelerate your evaluation and planning
18Upgrade Advisor on My Oracle Support NOTE: This slide has buildsFirst talk about overall value of Upgrade AdvisorFirst click - talk about the tabs at topSecond click is for the Plan section3rd click is for the community help for the upgrade
2012.1 upgrade overview R12.1 was generally available (GA) in May 2009 Via Oracle Electronic Product Delivery (EPD)and oracle StoreFor all the supported platforms and languagesCan be used by new and upgrading customers ( and above) to go directly to R12.1If 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 ( ) from MyOracle Support (MOS). Follow instructions from “R12.1Maintenance Pack Install Instructions )”R is available since May Has been very stable and well tested high quality release. This is available from EPD in electronic format or oracle store for all the supported platforms and languages.Available for new as well as existing customers11i.9 + custmers can upgrade directly to 12.1If you are on 11i use RI from EPD if you are on r12 use maintenance Pack
2112.1 upgrade overview Upgrade Paths Minimum EBS suite level for direct upgrade to R12.111i9, 11i9CU1, 11i9CU2 or above11i10, 11i10CU1, 11i10CU2 or aboveR and aboveMinimum EBS suite level required for database to be at10gr2 ( ) : 11i9CU2, 11i10CU211gr1 ( ) : 11i10CU2, R12.0.411gr2 ( ) : 11i10CU2, R12.0.4One or more of the following choices apply based on your current configuration and your target configurationUpgrade database and EBS level in a single downtimeUpgrade database and EBS level in separate downtimesMinimum EBS suite level for direct upgrade to R12.111i9, 11i9CU1, 11i9CU2 or above11i10, 11i10CU1, 11i10CU2 or aboveR and aboveMinimum EBS suite level require for database to be at10gr2 ( ) : 11i9CU2, 11i10CU211gr1 ( ) : 11i10CU2, R12.0.411gr2 ( ) : 11i10CU2, R12.0.4One or more of the following choices apply based on your current configuration and your target configurationUpgrade database and EBS level in a single downtimeUpgrade database and EBS level in separate downtimes
2212.1 upgrade overview R12.1 Technology Stack ComponentVersionincludedRIVersion includedR12.1 RIVersion certifiedwithMinimumrequired versionfor upgradeApps Mid tier -Forms/ReportsApps Mid tier- JavaOracle Home /Apps Mid tier-JDK/ 1.4.2/1.5/1.6.0Database/JDBCdrivers///Complete list at “Oracle E-Business Suite Release Maintenance Pack Installation Instructions” ( )
2312.1 upgrade overview Technology advantages Rich UILook ahead LOVsHover-over pop-upsSpider graphsWidgetsBetter look and feelXML Publisher – Customize reporting needsReporting Pack solutionEvery RDF , report is converted in xml. xml and RDF do co exists for e.g. PAXAUMTC & PAXAUMTC_XMLWe have added some of the latest and greatest technology features like Hover Over popup, look ahead lov which would address many of the usability issues around conventional application. These new features come along with a switch so option to enable or disable.Inrtodution of xml publisher as integral part of 12.1 facilitates users to custimize their reporting needs in the format your business requires.This is the deafult reporting tech stack for EBS in every new reporting solution is delivered used XML publisher. This gives huge flexibility to users to customized their reporting needs the way they want.In Projects, Reporting pack solution is delivered using the same tech stack. Apart from this every RDF report is converted in xml technoilogy, each conc process is appanded.
2412.1 upgrade overview Sample of hover over pop-up Hover your cursor on Project Number in the project list table to view project details2424
25Operational Advantages SupportabilityStabilityBetter performance / Opportunity to re engineerFrequent CUsLess Maintenance CostsSupportability ; Being on latest code line, it ll be very easy to get support on issues any faced in terms of making patches available on time, this also helps development to reproduce the issue on internal environments and eventually reduced time to resolution.Stability, This is the codeline that being tested by our QA team, any new feature development, enhancements, usability issues would get addressed on this codeline first.Better performance due to latest rdbms engine, re-archetecture of some of the code which was observed performance intensive like UPPD, some of the Projects management apges/screensFrequent Cus to baseline code with development latest codesDev have taken this opportunity to re engineer some of the areas to improve performance gains and make functional areas more stable
26Upgrade Best Practices Identification of required patchesPrepare a complete list of pre and post patches and recommended code levelsKeep the system current on AD/ATG/OAM code e.g. latest AD/ATG RUPs on 11i/R12.0 and once on R12.1High priority patches from My Oracle SupportConsolidated Upgrade Patches (CUP) and required one offs that need to be applied in pre-install mode. R12.1 CUP1 ( :12.1.0) is available nowReview “Known-issues” sections from key documents to determine additional pre or post upgrade patches :Release notes, MP Install InstructionsPrepare a complete list of pre and post patches and recommended code levels. You may have requested some fixes on your existing code levels which may not have made into Please identify such patches beforehand and request those on 12.1.IN general not only for upgrade purpose we always recommend customers to be on latest and greatest released code for technology layers such as ATG, , ad, oam ETC.26
27Upgrade Best Practices Patch merging and sequencingTake advantage of patch merge, hot patching and apply patches in the correct sequence. For e.g. apply MLS as hot patchesComplete pre upgrade activitiesIdentify and execute tasks that could be completed in a separate downtime period, prior to the production upgradeUse applicable steps mentioned in the "Downtime reduction" and “Upgrade By Request” appendices E and G of the R12.1 upgrade guideUpgrade RDBMS version to latest certified for the current APPS level ( / / )Convert to Oracle Applications Tablespace Model(OATM)Compacts database, optimizes storage settings and reduces I/OOther planned HW or OS upgradesTake advantage of patch merge, hot patching and apply patches in the correct sequenceEvery customer would like to have minimal downtime window during upgrade to make business online and running asap as normal.27
28Upgrade Best Practices Pre-upgrade activities continued...Use TUMS (“The Upgrade Manual Script”) to avoid running tasks that are not relevant for your systemConvert to multiple organization architecture Document )Drop MRC schema ( and above )Gather stats with GATHER_AUTO option for all schemasMinimize historical data to be upgraded as per business requirements – “Upgrade By Request”Purge old and/or transient data before upgradingOver 260 standard purge programs in R12Use new “Purge Portal” in OAM to administrateConvert to multiple organization architectureDrop MRC schemas, these are no more used, updated, populated in r12. SLA have provided alternate currency feature to have similar functionalty, reporting available in multiple currenciesEliminate unwanted data while upgrading. Spend some time on finalizing what all data needs to flow onto r12, where ever possible archive & purge unwanted data prior to upgrade to gain overall efficiencies for the entire applications.28
29Upgrade Best Practices Adpatch options and other reporting toolsUse applicable adpatch options to reduce downtime and track key upgrade aspects using in-built toolsKey recommended fixes (Pre Upgrade)Affecting Upgrade PerformanceAD-Parallel improved scalability: (Part of AD CUP)Forms/reports generation regression with 11g:ProjectsPJ_PF Oracle Projects Consolidated Upgrade Patch (CUP) for : (Part of AU CUP)GeneralReview documents and for latest EBS recommended performance fixesUse applicable adpatch options to reduce downtime and track key upgrade aspects using in-built tools. Please refer to more documentation on adpatch options in r12.Make sure you have all upgrade related fixes applied prior to upgrade. CUP patches are meant to be applied prior to upgrade as they are the patches / fixes on upgrade code. Applu such patches in Pre install mode so that upgrade driver picks up these fixes while actual upgrade happensProjects in particular have a major upgrade fix delivered CUP. This is related to SLA upgradeIn general review recommended fixes related to performance before you upgrade to r12 and uptake as appropriate.29
30Upgrade Pre & Post Recommendations PRE UpgradeInterface with payablesAdjustments 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 UpgradeMRC : 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.30
31Lessons Learnt Properly size RDBMS for upgrade init.oraUndoShared poolDB CachePGA Aggregate TargetPlan for additional storage for staging patches, pre-built codeUse production like hardware for UATOptimize CBO statsSet plsql_no_compile=yesUse higher batch size ( )Choose adequate numbers of workersThere may not single answer that fits all sizes, howevere pay attentions to the following factors that have great impact on overall upgrade and performance
32Lessons LearntRepeat the upgrade until all issues are fixed and downtime is consistentEnsure new customizations comply to new standardTest ! Test ! & More Test !
33References For More Information… R12.1 documentation roadmap ( )“Oracle E-Business Suite Release 12.1 Info center” ( )Database preparation guidelines for R12.1 upgrade ( )Patching FAQs ( , )Using staged or shared APPL_TOP and distributed AD( , , )OAM “Patch Wizard” overview and FAQ ( , )AD Command Line Options for Release R12 ( )Recommended Performance Fixes ( , )R12 Upgrade Sizing & Best Practices ( )Here is where you can find more information on the features that I was not able to cover in today’s session and some other items of interest.<Product Name> <TOI Functional> - 33
35Oracle OpenWorld 2010 EBS Projects Session Schedule TitlePresentersDate/TimeLocationProject Management Best PracticesBarbara Fox, OracleSelva Mudaliar, OracleWednesday 4:45 PMMarriott Hotel Golden Gate BOracle Project Analytics for Oracle E-Business SuitePatrick Krause, IT ConvergenceRao Adivikolanu, OracleThursday9:00 AMMoscone West L3 3000CISDI's Transformed Enterprise: Running the Business with Oracle Projects 12Rongxiang Liao, CISDILi Zhiyou, CISDIDean Herback, OracleKazim Isfahani, Oracle10:30 AMManaging Project Risk Using Oracle Projects at M. A. Mortenson CompanyJeff Flake, M.A. Mortenson1:30 PMQuick Wins that will make you a hero: E-Business Suite ProjectsCarl Morley, OracleMoscone WestL3 3000
41The Journey to Business Value Choose a Path That’s Right for You Continue on Your Current PathEvaluate the latest Applications releases to add value to your businessMove to Fusion Step by StepEnhance business value by augmenting Applications Unlimited with Fusion Middleware and Fusion ApplicationsApplications unlimitedDon't wait for Oracle Fusion Applications before upgrading to EBS 12.1, unless you are on EBS , have an Oracle Financials-only implementation, are a very aggressive adopter of new technology and have a very positive relationship with Oracle. Moving to EBS 12.1 gives you a support window that will allow you to pick the right time to consider moving to Oracle Fusion Applications.The decision is based on the business value of the upgrade. When customers keep pace with new software releases, their costs go down, the capabilities go up, the user experience improves, and their ability to adopt new technologies and applications increases. Over time, the companies who are able to evolve with the software industry and stay current are more competitive.Specifically, customers who remain on older versions of our current applications product lines while they wait to move to Fusion Applications will miss out on new functionality and the technical advantage of the middleware—we’ve certified all the current releases of our existing product lines against Oracle Fusion Middleware 11g. And being on a current release will ensure that the customer has a direct migration path to Fusion Applications in the future, if and when they decide to migrate.Upgrade to Fusion ApplicationsUpgrade by pillars or a global single instance