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Value of Upgrading to Release 12.1 for E-Business Suite Projects
Dean Herback
Oracle EBS Projects Strategy
Adwait Marathe
Oracle EBS Projects Development
Program Agenda
• R12.1 Upgrade Overview Functional
<Insert Picture Here>
– 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
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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.
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Functional Overview
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EBS Product Update:
Continued Releases And Innovation
Planned
Released
EBS
R12
EBS
11i10
Major Release
EBS
R12.1
EBS
12.1.2
Minor Release
2004
Functional
Innovation
2007
Financials,
Technology
2009
2010
EBS
12.1.3
EBS
12.x
2011+
Procurement, HCM, Service, SCM, Projects,
Financials, Technology, MDM
EBS R12.1.3 released on Aug 20, 2010
New
– Functional Enhancements across suite, plus statutory/regulatory updates and error
corrections
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E-Business Suite Release 12
The Global Business Release – Oracle Projects
THINK GLOBALLY
WORK GLOBALLY
MANAGE GLOBALLY
To Make the Right Decisions
To Be More Competitive
To Lower Cost & Increase
Performance
Achieve global view of customer,
supplier, partner & operations
Work better across applications,
divisions, and regions
• Project Portfolio Analysis
• Multi-Org Access
Control
• Removal of Supplier
Cost Adjustment
Restrictions
Implement, manage, and scale
global applications easier
• Subledger Accounting
• eTax
• Simplified Maintenance
Management
• Enhance Expenditure
Inquiry with batched
adjustments
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Increase Operational Control and Efficiency
What’s New in Projects
Procurement
Results:
Supply
Chain
Applications
Technology
 Managing your full Project
Lifecycle with less effort
E-Business
Suite
Human
Capital
Financials
& Projects
 Automating Project Operations
and Finances
 Make better decisions with
greater insight
Customer &
Master Data
Management
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E-Business Suite Release 12.1
Oracle Projects
Application
Integration
Superior Ownership
Experience
Extend enterprise boundaries with Implement, manage and upgrade
enhanced business processes
applications at lower cost
• MSP 2007 Certification
• UPK Content for EBS
• Improved Services
• BI Publisher Reporting
Procurement
Integration
• Setup Automation
Product
Innovation
Improve user satisfaction through
increased productivity
• Project Manager
Reporting Pack
• Self-Services
Expenditure Inquiry
• Advance Processing -
• Increased Automation in
Enhanced Integration
between AR and
Project Billing
Resource Management
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Oracle Projects Release 12.1, 12.1.2, 12.1.3
Project Reporting
• Project Analytics
• Federal Financials
Analytics
Project Management

Planning Enhancements
Project Portfolio Analysis
Project
Management
Project Resource
Management
• Supplier Cost Dashboard


Global
Project
Repository
Self Services Expenditure
Inquiry
Performance Reporting
Setup Audit
Project
Collaboration
Personalized
Role-Based Views
Program APIs
• Enhanced Change
Management
Project Costing
Project Billing
Project Contracts
• Streamlined Navigation
Project Costing
• Integrated Services
Procurement
• Supplier Payment Controls
• E&C Deduction Processing
• Project Security in Oracle
Purchasing
Enterprise and Project Insight
• Reporting Performance
Improvements

• Improved Searches
• Date Validations & Defaults
• P6 Integration
• MSP Integration
Enhancements
Resource Management
Project Foundation

iSetup/R12 Diagnostics
Project
ProjectBilling
Billing
• Prepayment Receipt
Application
• Effective Date Funds
Consumption
• UI Improvements
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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
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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 11.5.10
– 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
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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
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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
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Oracle E-Business Suite Release 12.1
A Sample of Customers Who have Upgraded!
• 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
• CPS: Upgrade from 11i10
• New Features and Functionality
• Datacard: Upgrade from 11i9
• 40+ Modules: Financials, OM, Inv,
WMS, iSupplier, CRM, Projects,
OTL, iProcurement, Purchasing, etc.
• 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
• Pentel America: Upgrade from 11i9
• Financials, Inventory, WMS
• Better functionality; better support
options; ability to eliminate
customizations
• 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
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Oracle Projects
For More Information…
• Link to the Release Content Document for Projects
• Up to and including R 12.1.3
• https://metalink2.oracle.com/metalink/plsql/ml2_documents.show
Document?p_database_id=NOT&p_id=561580.1
• For more information about Oracle Applications
•http://www.oracle.com/applications/home.html
•Building the Business Case for your Upgrade
•Upgrade Advisor My Oracle Support note and communities
•https://support.oracle.com/CSP/main/article?cmd=show&type=NO
T&id=250.1
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Building the Business Case for your Upgrade
Accelerate your evaluation and planning
http://launch.oracle.com/?OOW
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Upgrade Advisor on My Oracle Support
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Technical Overview
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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
(11.5.9 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
(7303030) from MyOracle Support (MOS). Follow instructions
from “R12.1Maintenance Pack Install Instructions 752619.1)”
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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
• R12.0.0 and above
• Minimum EBS suite level required for database to be at
• 10gr2 (10.2.0.4) : 11i9CU2, 11i10CU2
• 11gr1 (11.1.0.7) : 11i10CU2, R12.0.4
• 11gr2 (11.2.0.1) : 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
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12.1 upgrade overview
R12.1 Technology Stack
Technology
Component
Version
included
11.5.10.2
Version
included
12.0.4 RI
Version included
R12.1 RI
Version
certified
with
Minimum
required
version
for upgrade
Apps Mid tier
Forms/Repor
ts
6.0.8.25
10.1.2.2
10.1.2.3
Apps Mid
tier- Java
Oracle Home
/
Apps Mid
tier-JDK
1.0.2.2/ 1.4.2
10.1.3.0/
1.5
10.1.3.4/1.6.0
10.1.3.5
10.1.3.4/1.6.0
Database/JD
BC
drivers
9.2.0.6/9.2.0.6
10.2.0.3
11.1.0.7/11.1.0.7
11.2.0.1
10.2.0.4/11.1.
0.7
10.1.2.3
Complete list at “Oracle E-Business Suite Release 12.1.1 Maintenance Pack Installation Instructions”
(752619.1)
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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
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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
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Operational Advantages
•
•
•
•
•
Supportability
Stability
Better performance / Opportunity to re engineer
Frequent CUs
Less Maintenance Costs
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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
(7303029:12.1.0) is available now
• Review “Known-issues” sections from key documents to
determine additional pre or post upgrade patches :
• Release notes, MP Install Instructions
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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 ( 11.2.0.1 / 11.1.0.7 / 10.2.0.4 )
• Convert to Oracle Applications Tablespace Model(OATM)
• Compacts database, optimizes storage settings and reduces I/O
• Other planned HW or OS upgrades
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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
210193.1)
• Drop MRC schema ( 11.5.10 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
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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: 8917381 (Part of
9179588 AD CUP)
• Forms/reports generation regression with 11g: 8557019
• Projects
• PJ_PF Oracle Projects Consolidated Upgrade Patch
(CUP) for 12.1.1 : 9071598 (Part of 7303029 AU CUP)
• General
• Review documents 244040.1 and 950896.1 for latest EBS
recommended performance fixes
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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.
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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 (10000-20000)
• Choose adequate numbers of workers
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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 !
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References
For More Information…
•R12.1 documentation roadmap (790942.1)
•“Oracle E-Business Suite Release 12.1 Info center” (806593.1)
•Database preparation guidelines for R12.1 upgrade (761570.1)
•Patching FAQs (459156.1, 225165.1)
•Using staged or shared APPL_TOP and distributed AD
•(734025.1, 384248.1, 236469.1)
•OAM “Patch Wizard” overview and FAQ (976188.1, 976688.1)
•AD Command Line Options for Release R12 (1078973.1)
•Recommended Performance Fixes (244040.1, 950896.1)
•R12 Upgrade Sizing & Best Practices (399362.1)
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PICO Holdings
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Oracle OpenWorld 2010
EBS Projects Session Schedule
Title
Presenters
Date/Time
Location
Barbara Fox, Oracle
Selva Mudaliar, Oracle
Wednesday
4:45 PM
Marriott Hotel
Golden Gate B
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
Thursday
10:30 AM
Moscone West
L3 3000
Managing Project Risk Using Oracle Projects
at M. A. Mortenson Company
Jeff Flake, M.A. Mortenson
Dean Herback, Oracle
Thursday
1:30 PM
Marriott Hotel
Golden Gate B
Carl Morley, Oracle
Thursday
1:30 PM
Moscone West
L3 3000
Project Management Best Practices
Oracle Project Analytics for Oracle EBusiness Suite
Quick Wins that will make you a hero: EBusiness Suite Projects
Questions
Oracle OpenWorld
Latin America 2010
December 7–9, 2010
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Oracle OpenWorld
Beijing 2010
December 13–16, 2010
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Oracle Products Available Online
Oracle Store
Buy Oracle license and support
online today at
oracle.com/store
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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
APPLICATIONS UNLIMITED
• Enhance business value by augmenting
Applications Unlimited with Fusion
Middleware and Fusion Applications
Upgrade to Fusion Applications
• Upgrade by pillars or a global single
instance
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