1. Twelve Steps to an Oracle Apps Upgrade 11. 5. 9 to 12
Twelve Steps to an Oracle Apps Upgrade to Upgrade Experiences from Hazelden Foundation
Jeff Vold John Stouffer
Hazelden Foundation Oracle E-Business ACE
Oracle Apps DBA Independent Consultant

2. Agenda About Hazelden Foundation Environment and Project Overview
12 Steps to an Oracle Upgrade
Other Observations
Questions

3. About Hazelden
Since its 1949 founding in a Minnesota lakeside farmhouse, Hazelden has grown into one of the world's largest and most respected private not-for-profit alcohol and drug addiction treatment centers.
We have helped tens of thousands of people reclaim their lives from the disease of addiction. Hazelden offers the nation’s most comprehensive approach to addiction by addressing the full range of patient, family, and professional needs, including treatment and continuing care for youth and adults, research, graduate school of addiction studies, public education, and publishing.
We have facilities in Minnesota, Oregon, Illinois, New York, and Florida. For more information, visit
Funny comment on selling books for gambling disorders

4. 11.5.9 Environment Overview - Functional
Modules
Financials (AR GL AP FA PO)
Inventory (INV, BOM, Advanced Supply Chain)
Order Management (including Advanced Pricing and Quoting)
Components of CRM and Project Costing
iStore
Taxware - 3rd Party Tax Engine
Customizations
Custom Interfaces, code, and objects
Custom seeded packages

5. 11.5.9 Environment Overview - Technical
Three Tiers
Hardware - Sun Solaris 880s & 480s (2.8 OS)
DB Tier
Database - Raid 5 disk
8 gig RAM and 4 CPUs
Admin/Concurrent Managers
Internal Apps tier
Load Balanced (11501 Cisco Content Switches)
Web, Forms, and Reports
Discoverer 10g (Note: – Option B)
External Apps Tier (In DMZ)
iStore
Custom Website using JBoss
Disk Space Allocated (Production)
Database Space 198 gig/Used Space 132 gig
**Environment Space allocated 667 gig

6. R12.0.6 Environment - Technical
Sun Solaris M5000 Servers (Solaris 10 OS)
Reduced physical number of servers from 9 to 4
Still three tiers
DB Tier
Database – Raid 10 Disk
16 gig Ram and 6 CPUs
Admin/Concurrent Managers
Internal Apps tier
Load Balanced (11503 Cisco Content Switches)
Web, Forms, and Reports
Discoverer 10g (Note: – Option B)
External Apps Tier (in DMZ)
iStore
Custom Website Using JBoss
Disk Space Allocated (Production)
Database Space 283 gig/Used Space 207 gig
**Environment Space allocated 1170 gig (extra allocated for growth)

7. Cat Herder or Oracle Upgrade Project?

8. R12 Environment – Team & Budget
Staff
1 Project Manager/Apps BA (and now E-Bus Tax Expert)
1 Apps SysAdmin/Analyst
1 Discoverer Administrator (& SysAdmin backup)
1 Java/Web Developer
1 Senior Software Engineer
1.5 DBAs
12 Super Users (No Staff Augmentation)
Unix, Network, and Desktop Resources
Total Staff Hours ’08 & ’09 – 18,631
Minimal Budget Available for Outside Consultants
Technical DBA
iStore Specialist
Financials & OM Consultant
Total Consulting Hours ’08 & ’09 – 1,011

9. 12 Steps to an Oracle Upgrade

10. Step 1 – Getting Ready Don’t Underestimate Size, Scope, and Complexity
Read and follow all the breadcrumbs
Documentation, Metalink, Blogs, and OAUG
Training
Network with Others
Start Team Building
Decide on Architecture
Hardware Configuration
Upgrade Method
Other Details
Testing
Review and Update Super User Test Plans Prior to Project
Plan for heavier user testing at the beginning
Test Both (11.5.9) Migrated Data & Newly Created Data Thoroughly !!
Customizations - Less Issues Than Anticipated
Spent many hours reviewing/updating/correcting documentation

11. Step 2 – DBA Project Planning
Organization
Naming Conventions
Build Documentation
Unix Directory Structure
Windows IT Directory Structure
R12 Environments
Patch, Dev, Test, Training, Production
Managed “Gold” Environment with Backups
Expect “bumps in the road”
Extra clones
Extra SR’s
Use Oracle Support Configuration Manager
Extra Patches (111 patches)
Other issues
Make a reference to shipping clerk in movie Tommy Boy with Chris Farley!

12. Step 3 – Go-Live Planning
Advanced Preparation and Planning Outage Window
DBA Team
Run through many iterations of practice build
Optimize process to reduce manual steps & time
Detailed build Instructions
SysAdmin, Web, & Developers
Same holds true – practice and optimize documents
Super Users
Pre-upgrade shutdown plan
Post upgrade Setups, Validation, Input Orders, Startup
Work with Business (and IT) on Go-Live Dates
Create end-to-end Go-Live Weekend Plan

13. Step 4 – Create the Staging Area Directory
Installation Guide: Using Rapid
Install R12 B
Mount the Red “Start Here” cd
=> perl /mnt/cdrom/Disk1/rapidwiz/adautostg.pl
Check Rapid Installer Version
cd /Stage12/startCD/Disk1/rapidwiz
./RapidWizVersion
Download latest Rapid install startCD directory.
(MetaLink Note – Patch – )

14. Step 5 – Apps Installation
Run Rapidwiz
./rapidwiz -servername hfdvd (Logical Host Name)
Select Install Oracle Applications Release 12
Rapidwiz errors on OCM Details Screen
Refer to MetaLink Note
Now fixed if using RapidWizVersion
RW Step 3 of 5 adrunias.sh
APPS Tech Stack Registration fails
Continue with install & then rerun failed command separately

15. Step 5 – Continued Apply 10.2.0.4 Database Patch (6810189)
Apply Additional DB Patches (i.e., Latest CPU/PSU)
Oracle/Toad Issue – Package names listed multiple times
Upgrade OracleAS 10g (.5 is latest)
MetaLink Note lists latest Oracle AS x
Upgrade OracleAS 10g Forms and Reports
MetaLink Note lists latest upgrade info
OC4J Configuration Assistant Fails
Developer Suite 10g Builders Now Included

16. Step 6 – Prep & Clone of 11.5.9 Upgrade Guide: Release 11i to Release
(E ) / (E )
Apply Pre-Upgrade Patches to 11i
11i.AD.I
TUMS (Report Lists Steps NOT to Apply)
SLA Pre and Post Upgrade (MetaLink Note )
Run AD Prep Scripts (Patch )
Others
Create a Clone of Production to New Server
Clone Oracle Software
Copy database and perform recovery as new name

17. Step 7 – Upgrade to 10g
Upgrade Database to 10gR2 – Manually or use DBUA
10gR2 DB Prep Guidelines for R (MetaLink Note )
Interoperability Notes 11i with DB 10gR2 (MetaLink Note )
Complete Checklist for Manual Upgrades to 10gR2 (MetaLink Note )
Database “Connect Role” now only contains “Create Session”
utlu102s.sql may differ from dba_registry (MetaLink Note )
catupgrd.sql ORA “Other XML” Error
Recreate Plan Table (MetaLink Note )
Data Mining and OLAP need to be installed
Had to rerun olap.sql and dminst.sql to be valid
Run Script to Fix Korean Lexers (dr$fnd_lobs_ctx$i max extents)

18. Step 8 – Patching
Review List of All Known Application Patches and Download
Use admrgpch to Group Patches
Prior to Patching
Review R12 Best Practices
Increase Tablespaces
Modify $APPL_TOP/admin/adovars.env - Increase ADJREOPTS
Disable Custom Triggers
Other Fixes to Prevent adworker Errors
Enable Maintenance Mode with adadmin and Let it Rip !
Upgrade Driver
E-Bus Tax Pre-Install
E-Bus Tax Data fixes
cd $AU_TOP/patch/115/driver (u drv)
adpatch options=nocopyportion, nogenerate portion
Useful Unix utilities - screen, less, & gvim

19. Step 8 – Continued… Run Pre-Install Merge Patch
Run Merge Patch (Includes )
long_running_jvm=false (MetaLink Note )
One-off Patches Not Included in a Merge Patch.
Post Patching Steps
Use of Logical host names created challenges
Run fnd_conc_clone.setup_clean
SysAdmin Responsibility => Install => Nodes - Corrected host names and IP Addresses
Fix FND_CONCURRENT_QUEUES
1000 Concurrent Manager Programs
ARHMAILS - Mailstop Migration Runs 6.5 Hours
Support – provided new arhmails.sql (no patch)

20. Step 9 – Shared Applications Top
MetaLink Reference Note (Check Note )
Two Methods for Creating
Using Rapidwiz (Section 3)
Not Using Rapidwiz (Section 4)
Share Mount Points from DB Server
Non-Production One NFS
Production Five NFS Mount Points
appl, comn, , , and inst
Run adpreclone on appsTier
perl adpreclone.pl appsTier
Encountered issue with cookies ( Notes and )
Run adclonectx.pl to Add a Node
perl adclonectx.pl addnode contextfile=

21. Step 9 – Continued Provide the values required for creation of the
new APPL_TOP Context file.
Target System Hostname (virtual or normal) [pra1] : pra1
Target System Domain Name : cc.hazelden.org
Target System Root Service [enabled] :
Target System Web Entry Point Services [enabled] :
Target System Web Application Services [enabled] :
Target System Batch Processing Services [enabled] : disabled
Target System Other Services [disabled] :
Do you want to preserve the Display [prd:0.0] (y/n) ? : n
Target System Display [pra1:0.0] : localhost:15.0
Database port is 1529
Do you want the the target system to have the same port values as the source system (y/n) [y] ? : y

22. Step 10 – AutoConfig, Custom Templates, & ifiles
Autoconfig (MetaLink Note )
Meant to make managing configuration easier
Review changes first using adchkcfg.sh
Running AutoConfig
Rolling back an AutoConfig Session using restore.sh
Custom Templates
view httpd.conf
## $Header: httpd_conf_1013.tmp
Or run adtmplreport.sh target=httpd.conf
$FND_TOP/admin/template/custom
Document all changes
Include files (IFILE)
example.. tnsnames.ora
IFILE=/u19/……/10.1.2/network/admin/DEV_hzdev_ifile.ora

23. Step 11 – License IEX & ZX Log into OAM with SYSADMIN
Go into License Manager
Click Products under License
Click License Component Application
Click Continue and Register Modules
Through adadmin
- Generate message files
- Generate forms files
- Generate report files
- Generate product JAR files and force generation “Yes”
- Compile APPS schema
- Compile menu information
- Compile flexfields
MetaLink Notes and

24. Step 12 – Post Upgrade Steps
Reapply Customizations
Create Custom Directories (Same convention as seeded)
Register custom tops (Navigation: Applications=>Register)
Migrate Code from 11i Top to New R12 Custom Top
Install Custom and Custom Seeded Objects & Code into Database
Created script to check if custom seeded object were overwritten
Examples of post upgrade fixes
FSG’s Completes with Error ORA-1722 (Note )
R12: Tools -> Copy Function fails with FNDFS Error (Note )
Can’t Insert User Role When Assigning Responsibility (Note )
frmcmp_batch.sh ora Couldn’t resolve connect (Note )
ORA When Clicking Cancel-Query Button [ID ]
Check for Invalid Objects, Statistics, Full Backup, Clones, and More

25. Some Upgrade Statistics
Upgrade Time
DBA “backup to hand off for setups” - 33 hours
SysAdmin/Super User Setups – 13 Hours
Super User Non-Transactional Validation – 3 hours
Super User Transactional Validation (Input orders) – 6 hours
Super User/IT Transactional Troubleshooting – 19 hours
Go-Live Decision? => It’s a go!
Some Stats as of 4/1/2010
Internal Problem Requests
Total 589/Pre Go-Live 445/ Post Go-Live 144
R12 Oracle Support Service Requests
Total 235/Pre Go-Live 176/ Post Go-Live 59
Top Modules
E-BusTax, Receivables, Order Mgmt, Payments, & Payables
iStore not as bad as expected

26. Pre Go-Live SR’s 7/27/08 – 7/27/09

27. Post Go-Live SR’s 7/28/09 – 4/1/10

28. Sample of Post Go-Live Issues
XML Reports and Logical Host Names
Java.Net.ConnectException: Connection Timed Out (MetaLink Note )
Patch and Profile option change
RUP6 – APP-FND-01540: Unsuccessful logins since last session
Fix But Disables All Notifications
Oracle Provided Fix – Patch
Credit Card Issues
Migrated Credit Card Orders not Masked (Patch )
Credit Card issues with back orders (still issue)
AP Suppliers and Bank Accounts (Now in TCA)
Thoroughly check bank accounts migrated correctly
External Bank account numbers missing (Oracle API to Update)

29. Continued ….
Tax Issues
E-Bus Tax Integrated with 3rd Party Taxing Solution Taxware
EBTax – Many Upgrade Issues (Note )
Multiple Issues with Tax Exemption migrations (Some fixed others not)
Taxware does not work for Canada
Need to use E-Bus Tax
Workflow Issues
After upgrading to , WFERROR is ending in Error (Note )
Workflow error alerts when customer is created/updated (Note )
Workflow error alerts when creating Party Relationship for Org (Note )
Disable Workflow AP Remittance Advice not used (Note )
Purge ICX_SESSION_ATTRIBUTES Issue
R12 ICX: Limit Time = 24 (hours) (Seeded with 999)
iStore
Lost ability for branded sign-in page (Note )

30. Questions …

31. Questions Jeff Vold jvold@hazelden.org www.hazelden.org
Hazelden Foundation
And
John Stouffer
Independent Consultant