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www.orionconsulting.com Orion Consulting, Inc. 11i Upgrades Bill Pick Orion Consulting, Inc.

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Page 1: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

11i Upgrades

Bill PickOrion Consulting, Inc.

Page 2: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

11i Upgrades

◆ Why Upgrade?◆ What is Internet Computing Architecture?◆ 11i Benefits & Features◆ Technology Stack◆ Upgrade Process◆ Upgrade Considerations◆ Getting Started

Page 3: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

Why Upgrade?

◆ Business Need for New Functionality ◆ Support / De-Support Schedule ◆ n-Tier Internet Based Architecture◆ Oracle8i◆ Post Y2K Challenges

– Develop e-Business Transformation Strategies

– Integrate e-Business Possibilities With Physical Realities

Page 4: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

Internet Computing Architecture

Three tier architectureleverages Internet technologyfor performance and scalability

Page 5: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

Internet Computing Architecture

Oracle 8i and Applications 11iallow use of multiple databaseservers for extreme scalability

Page 6: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

11i Benefits

➔ Internet architecture

➔ Unicode support

➔ Single code line

◆ Network efficiency

◆ All languages in one database

◆ All localization's install together

Page 7: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

11i Benefits

◆ High performance

◆ Extreme scalability and availability

◆ Shorter maintenance windows

◆ Improved manageability

➔ Oracle8i performance features

➔ Oracle8i Parallel Server

➔ Improved Patching and translation

➔ Enterprise Manager

Page 8: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

11i Benefits

◆ Reduce Desktop Administration

◆ Allow Global Deployments

◆ Centralize IT Management

◆ Provide Higher Service Levels

➔ Access with simple browser clients

➔ Operate over existing networks

➔ Centralize operations in data centers

➔ Support more users with the same staff

Page 9: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

11i Technical Features◆ New Look and Feel

– MDI support– Oracle Look and Feel– Required and LOV indicators– Interruptible query– Tool Tips, Right Mouse pop-up menus etc...

◆ Enhanced Global Operations– Enhanced Multilingual Support– Flexible Date Format– Multiple Radix Support

Page 10: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

11i Technical Features◆ Improved Applications Messages◆ Improved Release Management

– Configuration information can be moved between instances

◆ Enhanced Online help◆ Security Enhancements◆ Attachment / Export Enhancements◆ Concurrent Manager Enhancements◆ Oracle Work Flow Enhancements◆ HTTP support

Page 11: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

Benefits - Performance

◆ Benefits of 8i Database– Tools Built With Oracle 8 Database Libraries– 8i for Optimal Scalability and Functionality– Tools Share ORACLE_HOME– Database Has Its Own ORACLE_HOME

Page 12: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

8i Benefits

◆ Multilingual operation◆ High availability / Scalability◆ High performance

– Parallel Server– CBO – Partitioned Tables– Materialized Views– Index Organized Tables– Resource Manager – Improved PL/SQL Runtime Performance

■ PL/SQL array binding

Page 13: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

Architecture Overview

Data Server

Application Server

Forms Forms 6iServer Graphics 6i

Concurrent ProcessingServer Reports 6i

Discoverer Server Discoverer 3i

Reports Reports 6iServer Graphics 6i

Browser

Page 14: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

Scalable Architecture

◆ High Performance◆ Full n-tier architecture ◆ Global

– Forms supports HTTP communication betweenthe client Java applet and the Forms server

– HTTP support enables operation over a firewall

DatabaseServers

Extreme scalability

ApplicationServers

Client

Page 15: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

Infrastructure Considerations

◆ Client Technical Requirements

200MHz64MB RAMWeb Browser

95/98NT 4.0

Page 16: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

The technology stack requires anupgrade for R11i

◆ Database Tier:– Oracle 8I (8.1.6) Enterprise Edition with

interMedia and Spatial– Workflow 2.5

◆ Middle tier:– Developer 6I (Oracle Forms Server, Oracle

Reports Server)– WebDB 2.2 / 2.5– Discoverer Server (Optional)– Oracle 8.0.6 / 8.1.6

◆ Client:– Jinitiator 1.17

Page 17: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

R11i will be certified on 7 platforms

◆ Oracle APPS 11i will be available on the following 7 platforms:– Sun Solaris, HP-UX 11.0, Compaq UNIX, IBM

AIX– Intel Solaris, Intel NT, Linux

◆ The following platforms may be used as a database tier:– Sequent Dynix PTX, Data General DG-UX,

SGI– SCO Unixware, IBM MVS (OS/390), Compaq

Alpha VMS

Page 18: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

Upgrade Process

MigrationAssessment

Update and Test

Transition

Production

Page 19: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

Path to 11i

10.7 Character10.7NCA

11

11iAutomated Data Migration

Page 20: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

◆ Key Considerations– Degree of Customization in Current Release– Stability of Target Release– Overall IS Risk Tolerance– Financial Close Cycle - Implementation Dates– Business Situation

When to Upgrade?

Page 21: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

When to Upgrade?

◆ Oracle De-support Schedule

Version Standard Transitional10.7 Character 31-Dec-1998 31-Dec-200110.7NCA 31-Dec-2000 31-Dec-200110.7SC 31-Dec-2000 31-Dec-200111 31-Dec-2001 31-Jun-2002

Page 22: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

How Long To Upgrade?

◆ Key Criteria – Depends on scope and resources– Number of Existing \ New Modules– Level of Customization– Degree of Business Process Changes– Training / User Interface

Time in MonthsNo

CustomizationMajor

Customization

2 12

Simple Complex

Page 23: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

Upgrade Mantra

◆ Simplify

◆ Manage risk

◆ Control costs

➔ Maintain focus on primary objective➔ Reduce customizations

➔ Phase in new technology and functionality➔ Stress test on full production instance

➔ Selective Use of Outside Resources➔ Leverage Previous Experience

Page 24: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

First Steps

◆ Train key users on new features ◆ Document All Customizations

– Interfaces, Scripts, Forms and Reports– Data Base Objects

◆ Patch Analysis◆ Oracle8 Upgrade◆ Accelerate Infrastructure Changes

Page 25: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

Key Upgrade Considerations

◆ Applications– Self-Service– CRM– APS– Internet Procurement

◆ Tools– Business Intelligence– Workflow

◆ Technical – Oracle 8i– Developer 6i– Assess impact of technology stack change

Page 26: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

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10.7 --> 11i upgrade considerations

◆ Multi-org◆ Single Instance◆ Euro Compliance◆ Architecture change

– Skill set changes– Infrastructure changes

◆ Feature / Function Enhancements◆ OE --> OM Migration

Page 27: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

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Customizations

◆ Upgrade affects customizations :

– From 10.7 :■ RPT ->Reports 6.0 Re-write■ Forms 2.4 ->Forms 6.0 Re-write■ Forms 4.5 ->Forms 6.0 Re-generate■ Reports 2.5 ->Reports 6.0 Re-generate

– From 11.0 :■ Forms 4.5 ->Forms 6.0 Re-generate■ Reports 2.5 ->Reports 6.0 Re-generate

Page 28: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

11i Project Needs

◆ Organization– Upper Management Support– Participation From Across Company

◆ Communication– Team– Employee– Functional Business Leaders– Steering– Intranet Communication

◆ Balancing Resources– Use Contractors Where Value Added– Use Internal Resources To Retain Knowledge

Page 29: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

11i Project Goals

◆ Minimize Business Impact– Smooth Transition for Business Operations– Minimal Down Time At Cut-Over– Phase-In New Modules

◆ Reduce Customization Where Possible– Bolt-On’s– Custom Forms / Interfaces

◆ Document– Remaining Bolt-On’s– Document Remaining Customizations– Document the Process!

Page 30: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

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Project Planning

◆ Staffing The Project– DBA/OS Support (1-2)– Network/Hardware Support (.5)– Developers (1-3 for simple project)– Business Analysts (1 per 1-2 Modules)– Functional Users (1 owner per Module– Application Consultants (per Module)– Project Management (1)– Trainers– Oracle Support– End Users

Page 31: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.

Getting Started

◆ Contact Oracle Representative◆ Contact Support via MetaLink◆ Monitor Web Sites for new information◆ Obtain upgrade and install manuals◆ Educate yourself on 11i changes◆ Obtain outside expertise

Page 32: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

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QUESTIONS??For more information contact:

Christine Henseler [email protected] Stanton [email protected]

Page 33: 11i Upgrades - tcmoaug.communities.oaug.orgtcmoaug.communities.oaug.org/multisites/tcmoaug/... · 11i Upgrades Why Upgrade? ... Oracle 8i and Applications 11i allow use of multiple

www.orionconsulting.comOrion Consulting, Inc.