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Value of Upgrading to Release 12.1 for E-Business Suite Projects

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Presentation on theme: "Value of Upgrading to Release 12.1 for E-Business Suite Projects"— Presentation transcript:


2 Value of Upgrading to Release 12.1 for E-Business Suite Projects
Dean Herback Adwait Marathe Oracle EBS Projects Strategy Oracle EBS Projects Development

3 <Insert Picture Here>
Program Agenda <Insert Picture Here> R12.1 Upgrade Overview Functional Recent Release History Projects Specific Changes Upgrade Considerations and Resources R 12.1 Upgrade Overview Technical Overview Upgrade Best Practices Lessons Learnt 12.1 Customer Success – PICO Holdings

4 The 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.

5 Functional Overview

6 EBS Product Update: Continued Releases And Innovation
Released Planned Major Release EBS 11i10 EBS R12 EBS R12.1 EBS EBS EBS 12.x Minor Release 2004 2007 2009 2010 2011+ Financials, Technology Procurement, HCM, Service, SCM, Projects, Financials, Technology, MDM Functional Innovation New EBS R released on Aug 20, 2010 Functional Enhancements across suite, plus statutory/regulatory updates and error corrections

7 E-Business Suite Release 12 The Global Business Release – Oracle Projects
THINK GLOBALLY To Make the Right Decisions WORK GLOBALLY To Be More Competitive MANAGE GLOBALLY To Lower Cost & Increase Performance Achieve global view of customer, supplier, partner & operations Work better across applications, divisions, and regions Implement, manage, and scale global applications easier Project Portfolio Analysis Multi-Org Access Control Removal of Supplier Cost Adjustment Restrictions Enhance Expenditure Inquiry with batched adjustments Subledger Accounting eTax Simplified Maintenance Management Release 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

8 Increase Operational Control and Efficiency What’s New in Projects
Achieve Rapid Return Standardize and Simplify Procurement Supply Chain Human Capital Customer & Master Data Management Financials & Projects Applications Technology E-Business Suite Results: Automating Project Operations and Finances Managing your full Project Lifecycle with less effort Make better decisions with greater insight For 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 of Automating Project Operations and Finances Managing your Full Project Lifecycle with Less effort and Making Better Decisions 8

9 E-Business Suite Release 12.1 Oracle Projects
Application Integration Superior Ownership Experience Product Innovation Extend enterprise boundaries with enhanced business processes Implement, manage and upgrade applications at lower cost Improve user satisfaction through increased productivity MSP 2007 Certification Improved Services Procurement Integration Advance Processing - Enhanced Integration between AR and Project Billing UPK Content for EBS BI Publisher Reporting Setup Automation Project Manager Reporting Pack Self-Services Expenditure Inquiry Increased Automation in Resource Management Key Message: 9

10 Oracle Projects Release 12.1, 12.1.2, 12.1.3
Project Reporting Project Analytics Federal Financials Analytics Project Management Resource Management Improved Searches Date Validations & Defaults Streamlined Navigation Planning Enhancements P6 Integration MSP Integration Enhancements Supplier Cost Dashboard Self Services Expenditure Inquiry Performance Reporting Setup Audit Reporting Performance Improvements Program APIs Enhanced Change Management Project Portfolio Analysis Project Management Project Resource Management Project Costing Integrated Services Procurement Supplier Payment Controls E&C Deduction Processing Project Security in Oracle Purchasing Global Project Repository Project Costing Project Billing Project Contracts Project Collaboration Enterprise and Project Insight Project Billing Key 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 12.1 Project 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 Billing Personalized Role-Based Views Prepayment Receipt Application Effective Date Funds Consumption Project Foundation iSetup/R12 Diagnostics UI Improvements 10

11 R 12.1 Upgrade Overview Functional
Architectural/Financial uptakes that benefit projects users Catch up all of 11i10 M RUP4 enhancements/patches New functionality leveraging Fusion technology Easier upgrade path if and when you decide to move to Fusion Key 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

12 Building the Business Case for Upgrading
Evaluate the new 12.1 features in the products you are currently running Opportunities to eliminate customizations Greater flexibility to match the needs of your business Opportunities for additional automation and process improvement Look for adjacent products that might add value Many products are much stronger at the 12.1 level than they were in Adding modules is low cost since you are leveraging the implementation work you have already done Some customers have justified the upgrade primarily by the need to get to the 12.1 level so they could implement additional products

13 Upgrade Considerations
Secure consulting skills early 12.1.x implementation experience will be in short supply for the next while The number of customers upgrading to 12.1 will be significantly higher than to 12.0 Some customers might want to consider a reimplementation rather than an upgrade Consider increasing UAT and Training timeframes Significant number of enhancements will increase time required As customers start ramping up 12.1 upgrades the demand for consultants will outstrip supply of experienced people Decide 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.

14 Key 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 Investment Release VALUE: 12.1 provides business value across the suite in addition to the Financials focused Release 12 Customers should evaluate the business value of the Release 12.1 Leverage complementary Apps including Fusion Applications QUALITY Results: Customers are live today on 12.1 New and existing customers are already live and upgrading Customers are achieving predictable results => use OCS, Experienced SIs or Oracle On Demand. Choose ROADMAP: 11i support deadlines are coming up Premier Support ends in Nov 2010; uplift fee waived until Nov 2011 Extended Support ends in Nov 2013 You still need to be on 11i CU2 if you want to remain on the 11i release

15 Oracle E-Business Suite Release 12
Oracle E-Business Suite Release A Sample of Customers Who have Upgraded! McDonald’s : Upgrade from 11i10 Projects, Assets, Payables, iProc Standardize construction mgmt processes, track and manage costs by project areas and ensure continued system support ATT: Upgrade from 11i10 Financials, AP, FA Largest Payables Deployment WW Agilysys: Upgrade from 11i10 Projects, Assets, Payables, iProcurement Needed integrated ERP system manage and balance maintenance to support continued growth Pentel America: Upgrade from 11i9 Financials, Inventory, WMS Better functionality; better support options; ability to eliminate customizations CPS: Upgrade from 11i10 New Features and Functionality Oracle Corp. Upgrade from Release 12 Financials, HR, Procurement, SSHR, Contracts, etc. Usana Health Sciences: Upgrade from 11i10 Financials, PM, Adv Plan, Inv, WMS Support the multi-national company, Improved inventory control, demand visibility, reduce cost of managing mfg processes Datacard: Upgrade from 11i9 40+ Modules: Financials, OM, Inv, WMS, iSupplier, CRM, Projects, OTL, iProcurement, Purchasing, etc. 15

16 Oracle Projects For More Information…
Link to the Release Content Document for Projects Up to and including R Document?p_database_id=NOT&p_id= For more information about Oracle Applications Building the Business Case for your Upgrade Upgrade Advisor My Oracle Support note and communities T&id=250.1 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> - 16

17 Building the Business Case for your Upgrade Accelerate your evaluation and planning

18 Upgrade Advisor on My Oracle Support
NOTE: This slide has builds First talk about overall value of Upgrade Advisor First click - talk about the tabs at top Second click is for the Plan section 3rd click is for the community help for the upgrade

19 Technical Overview

20 12.1 upgrade overview R12.1 was generally available (GA) in May 2009
Via Oracle Electronic Product Delivery (EPD)and oracle Store For all the supported platforms and languages Can be used by new and upgrading customers ( and above) to go directly to R12.1 If 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 customers 11i.9 + custmers can upgrade directly to 12.1 If you are on 11i use RI from EPD if you are on r12 use maintenance Pack

21 12.1 upgrade overview Upgrade Paths
Minimum EBS suite level for direct upgrade to R12.1 11i9, 11i9CU1, 11i9CU2 or above 11i10, 11i10CU1, 11i10CU2 or above R and above Minimum EBS suite level required for database to be at 10gr2 ( ) : 11i9CU2, 11i10CU2 11gr1 ( ) : 11i10CU2, R12.0.4 11gr2 ( ) : 11i10CU2, R12.0.4 One or more of the following choices apply based on your current configuration and your target configuration Upgrade database and EBS level in a single downtime Upgrade database and EBS level in separate downtimes Minimum EBS suite level for direct upgrade to R12.1 11i9, 11i9CU1, 11i9CU2 or above 11i10, 11i10CU1, 11i10CU2 or above R and above Minimum EBS suite level require for database to be at 10gr2 ( ) : 11i9CU2, 11i10CU2 11gr1 ( ) : 11i10CU2, R12.0.4 11gr2 ( ) : 11i10CU2, R12.0.4 One or more of the following choices apply based on your current configuration and your target configuration Upgrade database and EBS level in a single downtime Upgrade database and EBS level in separate downtimes

22 12.1 upgrade overview R12.1 Technology Stack
Component Version included RI Version included R12.1 RI Version certified with Minimum required version for upgrade Apps Mid tier - Forms/Reports Apps Mid tier- Java Oracle Home / Apps Mid tier-JDK / 1.4.2 /1.5 /1.6.0 Database/JDBC drivers / / / Complete list at “Oracle E-Business Suite Release Maintenance Pack Installation Instructions” ( )

23 12.1 upgrade overview Technology advantages
Rich UI Look ahead LOVs Hover-over pop-ups Spider graphs Widgets Better look and feel XML Publisher – Customize reporting needs Reporting Pack solution Every RDF , report is converted in xml. xml and RDF do co exists for e.g. PAXAUMTC & PAXAUMTC_XML We 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.

24 12.1 upgrade overview Sample of hover over pop-up
Hover your cursor on Project Number in the project list table to view project details 24 24

25 Operational Advantages
Supportability Stability Better performance / Opportunity to re engineer Frequent CUs Less Maintenance Costs Supportability ; 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/screens Frequent Cus to baseline code with development latest codes Dev have taken this opportunity to re engineer some of the areas to improve performance gains and make functional areas more stable

26 Upgrade Best Practices
Identification of required patches Prepare a complete list of pre and post patches and recommended code levels Keep the system current on AD/ATG/OAM code e.g. latest AD/ATG RUPs on 11i/R12.0 and once on R12.1 High priority patches from My Oracle Support Consolidated Upgrade Patches (CUP) and required one offs that need to be applied in pre-install mode. R12.1 CUP1 ( :12.1.0) is available now Review “Known-issues” sections from key documents to determine additional pre or post upgrade patches : Release notes, MP Install Instructions Prepare 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

27 Upgrade Best Practices
Patch merging and sequencing Take advantage of patch merge, hot patching and apply patches in the correct sequence. For e.g. apply MLS as hot patches Complete pre upgrade activities Identify and execute tasks that could be completed in a separate downtime period, prior to the production upgrade Use applicable steps mentioned in the "Downtime reduction" and “Upgrade By Request” appendices E and G of the R12.1 upgrade guide Upgrade 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/O Other planned HW or OS upgrades Take advantage of patch merge, hot patching and apply patches in the correct sequence Every customer would like to have minimal downtime window during upgrade to make business online and running asap as normal. 27

28 Upgrade Best Practices
Pre-upgrade activities continued... Use TUMS (“The Upgrade Manual Script”) to avoid running tasks that are not relevant for your system Convert to multiple organization architecture Document ) Drop MRC schema ( and above ) Gather stats with GATHER_AUTO option for all schemas Minimize historical data to be upgraded as per business requirements – “Upgrade By Request” Purge old and/or transient data before upgrading Over 260 standard purge programs in R12 Use new “Purge Portal” in OAM to administrate Convert to multiple organization architecture Drop 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 currencies Eliminate 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

29 Upgrade Best Practices
Adpatch options and other reporting tools Use applicable adpatch options to reduce downtime and track key upgrade aspects using in-built tools Key recommended fixes (Pre Upgrade) Affecting Upgrade Performance AD-Parallel improved scalability: (Part of AD CUP) Forms/reports generation regression with 11g: Projects PJ_PF Oracle Projects Consolidated Upgrade Patch (CUP) for : (Part of AU CUP) General Review documents and for latest EBS recommended performance fixes Use 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 happens Projects in particular have a major upgrade fix delivered CUP. This is related to SLA upgrade In general review recommended fixes related to performance before you upgrade to r12 and uptake as appropriate. 29

30 Upgrade Pre & Post Recommendations
PRE Upgrade Interface with payables Adjustments 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 Upgrade MRC : 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

31 Lessons Learnt Properly size RDBMS for upgrade
init.ora Undo Shared pool DB Cache PGA Aggregate Target Plan for additional storage for staging patches, pre-built code Use production like hardware for UAT Optimize CBO stats Set plsql_no_compile=yes Use higher batch size ( ) Choose adequate numbers of workers There may not single answer that fits all sizes, howevere pay attentions to the following factors that have great impact on overall upgrade and performance

32 Lessons Learnt Repeat the upgrade until all issues are fixed and downtime is consistent Ensure new customizations comply to new standard Test ! Test ! & More Test !

33 References 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

34 PICO Holdings

35 Oracle OpenWorld 2010 EBS Projects Session Schedule
Title Presenters Date/Time Location Project Management Best Practices Barbara Fox, Oracle Selva Mudaliar, Oracle Wednesday 4:45 PM Marriott Hotel Golden Gate B Oracle Project Analytics for Oracle E-Business Suite Patrick Krause, IT Convergence Rao Adivikolanu, Oracle Thursday 9:00 AM Moscone West L3 3000 CISDI's Transformed Enterprise: Running the Business with Oracle Projects 12 Rongxiang Liao, CISDI Li Zhiyou, CISDI Dean Herback, Oracle Kazim Isfahani, Oracle 10:30 AM Managing Project Risk Using Oracle Projects at M. A. Mortenson Company Jeff Flake, M.A. Mortenson 1:30 PM Quick Wins that will make you a hero: E-Business Suite Projects Carl Morley, Oracle Moscone West L3 3000

36 Questions 36

37 Oracle OpenWorld Latin America 2010
December 7–9, 2010

38 Oracle OpenWorld Beijing 2010
December 13–16, 2010

39 Oracle Products Available Online
Oracle Store Buy Oracle license and support online today at 39


41 The Journey to Business Value Choose a Path That’s Right for You
Continue on Your Current Path Evaluate the latest Applications releases to add value to your business Move to Fusion Step by Step Enhance business value by augmenting Applications Unlimited with Fusion Middleware and Fusion Applications Applications unlimited Don'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 Applications Upgrade by pillars or a global single instance

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