How SWIFT is your EBS Environment? Using Automation Tools to Get from 11.5.x to R12 ©2008, FMT Systems Inc. All rights reserved.

Business Process Business Process Transformation Process Education/ Application Training Process Metrics/ Business Intelligence About FMT Systems Inc. ©2008, FMT Systems Inc. All rights reserved.

About FMT Systems Inc. Services Project/Program management Business process re-engineering and transformation Communications strategies and rollouts Training material development Training delivery (project team and end user) Business intelligence readiness assessments Business intelligence solution recommendations Business Process Automation Tools ©2008, FMT Systems Inc. All rights reserved.

Reverse from 11.5.x To Release 12 - Using the SWIFTSuite Tools ©2008, FMT Systems Inc. All rights reserved.

STEP 1: Install the software Download REVERSE from the download site and install on a local PC connected to the client’s network “TEST” ©2008, FMT Systems Inc. All rights reserved.

STEP 2: Get connected and Extract Connect REVERSE to the Oracle Apps Instance – please follow the instructions as there is a SQL script to be run BEFORE proceeding and an environment file to be created with the server connection details. Then select the OPERATING UNIT and START “TEST” Excel sheets in BR100 format – to be loaded to KB ©2008, FMT Systems Inc. All rights reserved.

STEP 3: Import to the Knowledgebase Reversed Data ©2008, FMT Systems Inc. All rights reserved.

STEP 4: Access configurations using the tool Reversed Data Configurator Compare and highlight differences Consulting to make the necessary changes for Release 12 ©2008, FMT Systems Inc. All rights reserved.

STEP 5: Build the package and inject Injection Package Step 6 ©2008, FMT Systems Inc. All rights reserved.

Master Data ©2008, FMT Systems Inc. All rights reserved. REVERSE will extract various types of MASTER DATA, BALANCES and OPEN TRANSACTIONS Because the tool uses INJECTION TECHNOLOGY it is not restricted to the open interfaces and API’s that Oracle providex. Thus it is possible to transfer ANY type of data into the Oracle system

SWIFT Suite ©2008, FMT Systems Inc. All rights reserved. The tools you have seen are part of a Suite – lets have a brief look at what other things these tools can do.

Intelligent Automation ©2008, FMT Systems Inc. All rights reserved. High level Introduction

Intelligent Automation Automate Almost any Application that is UNIX server based Inject configurations and data into any HTML screens ©2008, FMT Systems Inc. All rights reserved.

Intelligent Automation Automate Almost any Application that is UNIX server based Inject configurations and data into any HTML screens Inject configurations and data into any ORACLE FORMS ©2008, FMT Systems Inc. All rights reserved.

Intelligent Automation Automate Almost any Application that is UNIX server based Automate any Server Tasks  Installation  Maintenance  Deployment  Backup  NB – Command line commands ©2008, FMT Systems Inc. All rights reserved.

Intelligent Automation ©2008, FMT Systems Inc. All rights reserved. MIGRATE CONFIGURATOR REVERSEREVERSE SWIFTSuite IA Engine Data Cartridges Oracle 11i Oracle R12 Custom Others Application Server Cartridges Oracle 11i Oracle R12 Custom Others Custom Others Client Cartridges Oracle 11i Oracle R12 ARCHITECTURE Knowledge Modules

Intelligent Automation KNOWLEDGE MODULES Consist of  Inventory  Navigation  Scenarios  Configuration Data  Menus New Modules of Knowledge can be prepared and plugged in with NO PROGRAMMING REQUIRED Existing knowledge modules exist for  Oracle E-Business Suite 11i  Oracle E-Business Suite Release 12 ©2008, FMT Systems Inc. All rights reserved.

Intelligent Automation KNOWLEDGE MODULES Consist of  Inventory  Navigation  Scenarios  Configuration Data  Menus New Modules of Knowledge can be prepared and plugged in with NO PROGRAMMING REQUIRED  Existing knowledge modules exist for  Oracle E-Business Suite 11i  Oracle E-Business Suite Release 12 Details of each field on the screen is entered into MS-EXCEL ©2008, FMT Systems Inc. All rights reserved.

Intelligent Automation KNOWLEDGE MODULES Consist of  Inventory  Navigation  Scenarios  Configuration Data  Menus New Modules of Knowledge can be prepared and plugged in with NO PROGRAMMING REQUIRED  Existing knowledge modules exist for  Oracle E-Business Suite 11i  Oracle E-Business Suite Release 12 Details of how to navigate through each screen is entered into MS-EXCEL ©2008, FMT Systems Inc. All rights reserved.

Intelligent Automation KNOWLEDGE MODULES Consist of  Inventory  Navigation  Scenarios  Configuration Data  Menus New Modules of Knowledge can be prepared and plugged in with NO PROGRAMMING REQUIRED  Existing knowledge modules exist for  Oracle E-Business Suite 11i  Oracle E-Business Suite Release 12 Details of the sequence to process each screen is entered into MS-EXCEL ©2008, FMT Systems Inc. All rights reserved.

Intelligent Automation KNOWLEDGE MODULES Consist of  Inventory  Navigation  Scenarios  Configuration Data  Menus New Modules of Knowledge can be prepared and plugged in with NO PROGRAMMING REQUIRED  Existing knowledge modules exist for  Oracle E-Business Suite 11i  Oracle E-Business Suite Release 12 The data to be entered into each screen can be entered online into CONFIGURATOR or OFFLINE into MS- EXCEL ©2008, FMT Systems Inc. All rights reserved.

Intelligent Automation KNOWLEDGE MODULES Consist of  Inventory  Navigation  Scenarios  Configuration Data  Menus New Modules of Knowledge can be prepared and plugged in with NO PROGRAMMING REQUIRED  Existing knowledge modulesexist for  Oracle E-Business Suite 11i  Oracle E-Business Suite Release 12 The menu structures you want to maintain the system via can be entered into MS-EXCEL ©2008, FMT Systems Inc. All rights reserved.

Intelligent Automation KNOWLEDGE MODULES Consist of  Inventory  Navigation  Scenarios  Configuration Data  Menus New Modules of Knowledge can be prepared and plugged in with NO PROGRAMMING REQUIRED  Existing knowledge modules exist for  Oracle E-Business Suite 11i  Oracle E-Business Suite Release 12 All of this information is then imported into SWIFTSuite. The IA engine will then automate the rest. ©2008, FMT Systems Inc. All rights reserved.

Knowledge Module - Oracle EBS Key Features Products for the entire lifecycle Build a new standard release 12 instance with your organization structure and COA Automate the creation of CRP, SIT, UAT and Training environments Setup new operating units in hours Extract 11i configurations and produce a BR100 report Compare configurations from multiple environments Data migration Version control ©2008, FMT Systems Inc. All rights reserved.

How Can the Tools Help Me? A knowledgebase of your configurations Produce a BR100 at any time Maintain the configurations Maintain the original instance with configuration changes Maintain the original instance with new patches Use the configurations to form an industry or company standard template Inject the configurations into any new Oracle Instance in hours ©2008, FMT Systems Inc. All rights reserved.

How Can the Tools Help Me? Build upon the knowledge over time and improve the value of the configurations – new business needs (Mergers and acquisitions) – new Oracle modules coming into the suite – company specific knowledge – Business flow diagrams Enables the use of the other tools for all the phases of the lifecycle such as : – Configure – Migrate – Build – PatchManager ©2008, FMT Systems Inc. All rights reserved.

PRODUCTS ©2008, FMT Systems Inc. All rights reserved.

Installation Configuration Setup Configuration Changes Generation Data Migration Version Control Technical Business Needs Configurations Patches Seamless Migration CONCEPT DESIGN BUILD IMPLEMENT SERVICE DISPOSAL AND MIGRATION TO NEW SYSTEM EBS Application SWIFT Suite Modules for Oracle EBS

SWIFTSuite – The EBS Life Cycle Management Tool INSTALLER Installation Management Release 11i – Installation process installs Oracle EBS Software Most if not all of the patches you are going to need Languages NLS and MLS Localizations configured for each required country Country specific business needs also configured – Japan - Tegata – Bill Placement – Asia etc Gold Masters for Linux and Solaris ©2008, FMT Systems Inc. All rights reserved.

SWIFTSuite – The EBS Life Cycle Management Tool INSTALLER Release 12 – Install Release 12 on any operating system in any configuration of your choice – Patch the instance to a level of patches – list supplied by RapidSOLUTIONS – Our technology will setup or inject the rest – Preferably install all modules to enable a seamless expansion. ©2008, FMT Systems Inc. All rights reserved.

SWIFTSuite – The EBS Life Cycle Management Tool REVERSE Configuration Management Intelligent tool – “learns” about your existing instances Enables the tools to work with existing customers Obtain a full list of all your configurations from every instance Have the ability to REUSE the configurations (not just report) Ability to maintain the configurations Able to extend the footprint of existing instances (add new modules) ©2008, FMT Systems Inc. All rights reserved.

SWIFTSuite – The EBS Life Cycle Management Tool CONFIGURATOR Oracle E-Business Suite Builder / Configurator Build a new oracle instance configured to your needs (in a few hours) Add new Business Units (in a few minutes) Supports 70+ modules Supports 130+ business flows Configure a GLOBAL Enterprise size company – any configuration supported by Oracle EBS – and automatically inject the results ©2008, FMT Systems Inc. All rights reserved.

SWIFT Suite Modules for Oracle EBS MIGRATE Data Migration Management Migrate master data and balances with easy to use templates No programming required Can be undertaken by users with minimal consulting assistance ©2008, FMT Systems Inc. All rights reserved.

SWIFT Suite Modules for Oracle EBS INSTALLER Interface Management Interfaces both in real time and/or batch – Receivables – Payables – Order Management – Manufacturing ©2008, FMT Systems Inc. All rights reserved.

SWIFTSuite – The EBS Life Cycle Management Tool PATCHMANAGER Maintenance Management Maintain the Oracle Instance to meet ongoing business needs Automated patching Automated upgrades ©2008, FMT Systems Inc. All rights reserved.

Instance 1 Instance 2 SWIFT Repository REVERSE EXISTING CUSTOMERS Use the power of the tools to add new modules quickly Add new operating units in minutes instead of weeks Merge your multiple instances into a single instance Maintain your multiple instances from a single workbench Maintain all instances to the same configuration and patch levels Have the documentation for all your Oracle instances available from anywhere and up-to-date Reverse – Learns about your existing oracle instance It can use that information to decide how to configure you new modules Or operating units Instance 3 ©2008, FMT Systems Inc. All rights reserved.

Access the configuration through a menu system with Oracle Applications Menus look and feel Compare configurations between Oracle instances ©2008, FMT Systems Inc. All rights reserved.

Run a standard BR100 report and compare configurations REVERSE’d from different instances ©2008, FMT Systems Inc. All rights reserved. Compare configurations between Oracle instances

Change the configurations OFFLINE and UPLOAD them Compare configurations between Oracle instances

Change the configurations ONLINE Compare configurations between Oracle instances

The Heart of The System The KnowledgeBase -- A multi dimensional cube of configurations ©2008, FMT Systems Inc. All rights reserved.

Base Language layer 100% “Core” setups xxx Second Layer (e.g. “Country” 20% specific setups) Third Layer (e.g. Customer Specific) THAI EDP Fourth Layer (Customer companies) Climate TechnologyIndustrial TechnologyShared Service INR CORE SETUP – Provides base application setup configurations – Provides tuning parameters – Configures concurrent managers – Options of Business flows : – Performance Management – Customer Relationship Management – Financial Management – Human Resource Management – Supply Chain Management COUNTRY LAYERS – Choose from 30+ countries – Includes Oracle Localizations – Includes local statutory needs – Includes local business needs (for example) – Japan : Tagata – India : Challan – Asia – Bill Placement – Venezuela – Czech Republic – China/Vietnam – Govt. mandated chart of accounts – All countries have localizations over and above standard Oracle product USER LAYER – Result of Discovery COMPANY LAYER – Any specific company configuration – Can be different for each company if needed Languages / Setup Layers are cumulative and work by exception ©2008, FMT Systems Inc. All rights reserved.

Base Language layer 100% “Core” setups xxx + Second Layer (Countries) + Third Layer (User) THAI INR THAI INR THAI INR THAI INR EDP All layers of setups are applied in a selected sequence, allowing to drill- down from the most generic setups (global generic-country Core) to the most refined level of setups (Specific country, default group of companies defaults, then specific company details). The end-result is a matrix of merged setups representing 100% accurate setups to inject into Oracle Apps. Languages / Setup Layers are cumulative and work by exception ©2008, FMT Systems Inc. All rights reserved.

How to Use Enter Foundation information Oracle Org chart details COA, Calendar, Currency, SOB etc Responsibilities Budgets AP Options, Tax codes etc AR Options, Tax Codes etc PO Options, Buyers, Approval groups HR Employees, Positions, Jobs etc OM Parameters, Shipping, Sequences etc INV calendars, subinventories etc MFG BOM, Classes, MDS, Planning etc Build and Run you package – instance is ready Instance with customer structure – ready to use – same day or next day Foundation Release 12 Creation ©2008, FMT Systems Inc. All rights reserved.

Project in Progress “TEST” Consulting team TESTS their configurations in the TEST instance. Once configurations are seen to be working then document them using CONFIGURATOR (instead of WORD or EXCEL) Available for all projects GLOBALLY – consistent format ©2008, FMT Systems Inc. All rights reserved.

Project in Progress “TEST” Consulting team TEST their configurations in the TEST instance. Once configurations are seen to be working then document them using CONFIGURATOR (instead of WORD or EXCEL) Available for all projects GLOBALLY – consistent format Value : Configurations continually captured at the time of being certain. You only need to capture the configurations ONCE Safeguards against Project staff turnover Provides the assurance that configurations are usable and repeatable Configurations instantly available to team members GLOBALLY for this and OTHER projects ©2008, FMT Systems Inc. All rights reserved.

Project in Progress “TEST” Consulting team TEST their configurations In the TEST instance. Once configurations are seen to be working then document them using CONFIGURATOR [instead of WORD or EXCEL] Available for all projects GLOBALLY – consistent format ALTERNATIVE REVERSE the configurations from the TEST instance To CONFIGURATOR ©2008, FMT Systems Inc. All rights reserved.

All Instances Built by the Tool “GAP/CRP/SIT/UAT/TRAIN” All Instances can be fully automatically built. Functional and Technical steps - automated Available for all projects GLOBALLY – consistent format ©2008, FMT Systems Inc. All rights reserved.

All Instances Built by the Tool “GAP/CRP/SIT/UAT/TRAIN” All Instances can be fully automatically built Available for all projects GLOBALLY – consistent format Value : All instances take only a few hours to prepare. Configurations are proven due to continued generation of all instances that a customer uses Configurations are undertaken the same way every time ©2008, FMT Systems Inc. All rights reserved.

Versions RICE OBJECTS Unix framework scripts are stored in the knowledgebase RICE OBJECT details can be stored in the KNOWLEDGEBASE and tagged with the Version (via the filter) Rice Object Pool ©2008, FMT Systems Inc. All rights reserved.

Versions RICE OBJECTS Unix framework scripts are stored in the knowledgebase Rice Object Pool RICE OBJECTs can be stored in the SWIFTSuite Server file system and tracked by the CONFIGURATOR ©2008, FMT Systems Inc. All rights reserved.

Versions RICE OBJECTS Unix framework scripts are stored in the knowledgebase Rice Object Pool The appropriate UNIX script can be added into the Scenario at the necessary step. The IA Engine will load the report object into the BWP and dynamically adjust the UNIX script based on the data from the KnowledgeBase for the requested Version (Filter) ©2008, FMT Systems Inc. All rights reserved.

Versions Roll forward or backward to any version by selecting that version number and building the package Running the package will redeploy the configurations and programs. The ability to redeploy any specific version will depend on the changes made to the configurations or the data and is an issue related to any situation when requiring to rollback. ©2008, FMT Systems Inc. All rights reserved.

Questions ©2008, FMT Systems Inc. All rights reserved. A Q &

How Do I Learn More? ©2008, FMT Systems Inc. All rights reserved. DEEP Dive and Demo – A web based session will be scheduled for all interested NOOAUG members. – Please contact Scott Jackson to register – Space is limited.