on the way to ebs r12.2- how to avoid the pitfalls webinar

43
Welcome to the Webinar! We will begin shortly… On the Way to EBS R12.2: How to Avoid the Pitfalls 1 Webinar dial-in number: +1 (609) 318-0024 Access Code 723-370-593 Audio PIN will show after joining the webinar

Upload: panaya

Post on 02-Dec-2014

1.199 views

Category:

Technology


3 download

DESCRIPTION

Are you considering an upgrade to Oracle® E-Business Suite R12.2? Worried about what will break? Can you predict the impact the change will have on your customizations? Are you concerned that the upgrade project might drain your resources, budget, and time? In this webcast, Oracle expert & mentor Amir Farhi shows you how to overcome all of these challenges in order to perform a safe and easy upgrade, including: The key benefits of upgrading to EBS R12.2: *How to mitigate risk and reduce cost when deploying EBS changes (e.g. upgrades and patches) *Ways to identify the impact an upgrade will have on your systems and resources *The value of SaaS automation technology. *The session also features a real life case study from Synaptics, a leading developer of human interface solutions. Project Lead Rachel Clark will share how she successfully reduced the risk and cost of their EBS upgrade. The presentations will be followed by a live Q&A session. This webcast is relevant for you whether your company is running EBS 11i or already on R12. About Amir Farhi, With more than two decades under his belt with Oracle technologies, as a developer, project manager, techno-functional consultant, system integrator, instructor and more, Amir has pretty much “seen them all”. Dating back to Oracle EBS version 8.3 (formerly known as Oracle Applications), Amir shares his holistic view of the Oracle EBS space, and is a major contributor to Panaya’s product roadmap design.

TRANSCRIPT

Page 1: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

1

Welcome to the Webinar!

We will begin shortly…

On the Way to EBS R12.2:How to Avoid the Pitfalls

Webinar dial-in number: +1 (609) 318-0024

Access Code 723-370-593Audio PIN will show after joining the

webinar

Page 2: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

2

Your ModeratorAyelet GlaubermanPanaya

Rachel ClarkProject Manager

Amir FarhiOracle Product MarketingPanaya

Today’s Speakers

Webinar dial-in number: +1 (609) 318-0024Access Code 723-370-593

Audio PIN will show after joining the webinar

Page 3: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

3

Housekeeping

• Your line will be muted during the webinar

• Submit questions via the Questions PanelWe will address them at the end and after the webinar.

• We will use polls during the webinar

Webinar dial-in number: +1 (609) 318-0024Access Code 723-370-593

Audio PIN will show after joining the webinar

Page 4: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

4

• Leader in Oracle EBS & SAP SaaS-based Testing and Impact

Analysis Automation software

• Serving customers in 60+ countries

• 1,000+ enterprise customers, 2,000+ successful ERP projects

• 3,000+ ERP systems analyzed

Webinar dial-in number: +1 (609) 318-0024Access Code 723-370-593

Audio PIN will show after joining the webinar

Panaya at a Glance

Page 5: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

5

Panaya on Oracle.com

http://www.oracle.com/us/products/applications/ebusiness/ebs-upgrade/ind

ex.html#costWebinar dial-in number: +1 (609) 318-0024

Access Code 723-370-593Audio PIN will show after joining the webinar

Page 6: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

6

Agenda

• What’s new in R12.2

• Upgrade to 12.1.3 or 12.2.2?

• Getting ready to upgrade

• Case Study: Synaptics™ R12 upgrade

Webinar dial-in number: +1 (609) 318-0024Access Code 723-370-593

Audio PIN will show after joining the webinar

Page 7: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

7

E-Business Suite Support Timelines

We are here

Page 8: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

What’s New in R12.2

• Infrastructure Enhancements

• Thousands of Functional Enhancements

• Simplified User Flows

• Online Patching

8

Page 9: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

9

Infrastructure Enhancements

12.1 Technology Stack:

12.2 Technology Stack:

Page 10: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

10

Functional Enhancements

ERP• Enhanced Labor Costing with

Projects & Payroll• Project Cost Breakdown

Structure• Contract Lifecycle Mgt for Public

Sector (CLM): Electronic Contract File, Concurrent Modifications, more

• Channel Revenue Mgt: Simplified HTML Flows

SCM• Order Mgt: Selling Subscriptions• Order Mgt / WMS: Advanced Catch

Weight• WMS: Mobile Personalizations• MES: Electronic Kanban (E-Kanban)• MES: Express Transact for Serialized

Mfg

ALM & Service• Project Accounting for Service

Operations• Service: Simplified HTML Flows• EAM: Safety Management: Lockout –

Tagout

Page 11: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

EBS R12.1.3+: Functional HighlightsFinancials• Mobile Expenses application• Financials: Integration with Fusion Accounting

Hub, Integration with Hyperion DRM, Global Updates

• Lease & Finance Mgt: Customer Driven Enhancements

• Property Mgr: New APIs and Extensions

Procurement• Customer Driven Enhancements: AME for PO

Approvals• Supplier Lifecycle Mgt (SLM): Parallel Approvals,• Mandatory Internal Reqmts, Enhanced

Registration UI

Projects• Legal Entity Derivation and Intercompany Billing• Improved Usability and Performance of

Workplan

Human Capital Management• Simplified SS HR Manager Flows• What-If Paycheck Modeling

11

Supply Chain Management• SCM: Contingent Worker Support• WMS: Mobile Personalizations• VCP: Asset Intensive Planning, Unified Planning

and Analytics, Rapid Simulation

Asset Lifecycle Mgt & Service• EAM: Customer Driven Enhancements• Service: Simplified HTML flows• Depot : Supplier Warranty, Waste Mgt,

Outsourcing

Master Data Management• Product Hub: APIs, Enhanced Rules, Telco

features• Site Hub: Spatial Support; Google Map API

update

Applications Technology• OAF Certification for iOS

Also

available in

R12.2!

Page 12: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

12

Example: Fusion Mobile Expenses for EBSNow Available for iOS on 12.1.3+

Page 13: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

13

Online Patches: From “Downtime” to “Cutover”

• Critical business operations will not be interrupted

by maintenance operations

• Revenue generating activities stay online

• Business users stay online

• Downtime required by any patch is predictable

- Measured in minutes, not days or hours

• Global single instances remain operational 24x7

- Maintenance window easier to allocate as shorter time

required

Page 14: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

14

Dual File System

Page 15: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

15

Downtime Limited to Short Cutover• Users are logged off the production Instance

• When users reconnect they are directed to the newly

patched system

E-Business Suite12.2.2

Patches - 12.2.2 - 12.2.3 - …

E-Business Suite12.2.2

Production Patched Production

Page 16: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

16

Online Patching Cycle

• Remove obsolete objects

Cleanup

• Restart application on Patch Edition

Cutover

• Compile invalid Objects

• Wait for a good downtime window

Finalize

• Apply one or more patches to the Patch Edition

Apply

• Copy the production application code

• Create a new Patch Edition in the database

Prepare

Users Online

Users Online

Users Offline

Application is only offline during the “Cutover” phaseOnline Patching is used to apply all patches in 12.2

“ADOP” (AD Online Patching) orchestrates the patching cycle

Page 17: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

17

• EBS data model now has a cover layer

- A logical rather than physical representation is presented

- Editioning views provide this cover layer

- Editioning views project different views of a table to the Run

and Patch Edition if the data model of a table is patched

• All code must access EBS data via this cover

layer!

- Accessing the data model via the physical layer may result

in obsolete data been returned

Logical view of the Application Data Model

Page 18: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

18

Logical view of the Data Model

All code must access the data model via the APPS synonym!• APPS synonym points to the Editioning View (Logical Model) • Any code accessing the physical model risks accessing obsolete

columns

Apps APPLSYS• E-Business Code

• Custom Code

• 3rd Party CodeWF_ITEMS(Synonym)

WF_ITEMS#(Editioning view)

WF_ITEMS(Table)

Page 19: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

19

Database Editioning Views

- Code in the Run edition will treat

description as 30 characters

- Code in the Patch edition will use the

new expanded 80 characters

Run Edition View

Patch Edition View

Name TypeID NUMBER

NAME VARCHAR2(30)

DESCRIPTION VARCHAR2(30)

DESCRIPTION#1 VARCHAR2(80)

Desc FND_TABLEName TypeID NUMBER

NAME VARCHAR2(30)

DESCRIPTION VARCHAR2(30)

Desc FND_TABLE (Editioning View)

Name TypeID NUMBER

NAME VARCHAR2(30)

DESCRIPTION VARCHAR2(80)

Desc FND_TABLE (Editioning View)

Patch & Run Editions see a different projection of the table

Page 20: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

20

EBS 12.1 and 12.2 Roadmap

Page 21: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

Which version should you to upgrade to?• Choose 12.2.2 if you:

- Need the high availability provided by Online Patching

- Want the functional enhancements that are in 12.2

- Prefer to invest in a single project to upgrade directly to 12.2

• Choose 12.1.3 if you:- Prefer to target a release with thousands of live

customers

- Would like to stay on 12.1 for 3-5 years before upgrading to 12.2

- Upgrading from a release prior to 11.5.10.2

21

Page 22: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

22

Getting Ready to Upgrade

• For R12.2: Review Oracle’s On-Line Patching Readiness

reports

- Summary Readiness Report (ADZDPSUM.sql)

- Manual Readiness Report (ADZDPMAN.sql)

- Database check report (ADZDDBCC.sql)

- File System check report (gscc.pl)

• For R12.x: Subscribe to Panaya’s Upgrade Automation

- Impact Analysis

- Custom Code Corrections

- Tailored Test Plan

Page 23: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

23

Upgrade Automation

Panaya’s Software-as-a-Service simulation

technology:

Maps customizations & system usage

Identifies what will break

Shows how to fix the code

Lists what needs to be tested

Page 24: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

24

Cutting Upgrade Time, Cost & Risk

Mapping Customizations & Usage

Fix Integration Testing

InitialTesting

User Acceptance Testing

Savings of up to 70%

Fix UnitTesting - CRP1

Mapping Customization

s

InitialTesting Go-LiveUser Acceptance

Testing - UAT

Traditional

Panaya

Unit Testing

Go-Live

More Cycles

Integration Testing - CRP2

Page 25: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

25

Case Study: EBS R12 Upgrade at Synaptics

Rachel Clark

Page 26: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

About

• Leading developer of human interface

solutions

• Over one billion devices contain Synaptics

technology

• Close to 400 patents issued or pending

• 750+ employees located in a global network

of sales offices and design centers

• Headquartered in San Jose, California26

Page 27: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

Synaptics’ Oracle EBS 11i Environment• One global EBS production instance

• Modules:- Financials

- Human Resources

- Business Intelligence

- Procurement

- Supply Chain

- Sales and Demand Planning

27

Page 28: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

The Challenge

• Upgrade from EBS 11.5.10 to R12.1.3 on time and within project budget

• Identify impacted customizations before requesting bids from system integrators in order to retain full control over project costs and scope

28

Page 29: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

The Solution

• Signed up for a trial with Panaya

• Within 48 hours we received:

A listing of all customizations and usage

Person-Hour estimates for each code correction task

Detailed steps, code snippets and even Oracle

Support references to complete each task

• Purchased a Panaya subscription

• Partnered with a System Integrator (SI)

29

Page 30: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

Step 1: Identify Project Scope and Select System Integrator

• Identified in-scope code corrections based on object usage and priority

• Included Panaya analysis in the RFP document sent out to system integrators

• System Integrators submitted accurate quotes and timelines based on project

scope (# of customizations and enhancements) and estimate of hours required

30

Screenshots from RFP document

Oracle EBS R12 Upgrade Project

Page 31: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

Step 2: Pre-Upgrade Code Corrections

• Panaya identified code corrections that could be made in 11i before the project

began.

• Gave these code corrections to support team to fix in record time

• This exercise gave our IT team time to become familiar with the Panaya tool

before the project started

Example of a code correction task in Panaya

Oracle EBS R12 Upgrade

31

Page 32: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

Enhancements

Discovery Analysis Design Development

Step 3: Code Corrections

• Panaya took care of the Discovery, Analysis and Design phases of

impacted objects, significantly reducing the time & effort that would

normally be allocated to this portion of the project

• Synaptics’ team was able to focus on the business valuable activities

32

Code Correction

sDiscovery Analysis Design Developme

nt

Project Phases for Enhancements and Code Corrections

Oracle EBS R12 Upgrade

Page 33: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

Code corrections

33

Page 34: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

34

492 tasks covering 572 transactionsUnit Testing

Page 35: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

Unit Testing

IT Functional

Testing

CRP1

IT Functional

Testing

CRP2

IT Functional

Testing

UAT

35

Step 4: Testing

• Panaya analysis on test instances demonstrated that all code was corrected

• Unit testing progress was tracked in Panaya

• IT Functional Testing took place before each round of user testing

• Users participated in three rounds of functional testing before the project went live (CRP1, CRP2, UAT)

• Panaya’s analysis on test instances demonstrated that all code was corrected, therefore test plan focused on key enhancements and end-to-end functional processes with much less emphasis on testing corrected programs and reports.

Test Phases for Enhancements and Code Corrections

Oracle EBS R12 Upgrade

Page 36: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

36

Step 5: Reporting and Monitoring

• Panaya provided full visibility over the project throughout the duration which

let us manage time and resources efficiently

Oracle EBS R12 Upgrade

Page 37: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

Reporting & Monitoring

Panaya showing all custom objects & their usage

37

Page 38: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

38

Reporting & Monitoring (cont’d)

Automated project tracking

Page 39: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

39

Summary of tasks by type

Reporting & Monitoring (cont’d)

Page 40: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

Detailed reports can be exported to Excel

Reporting & Monitoring (cont’d)

40

Page 41: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

The Result

• Project went live on time and under budget using a

fixed bid contract

• 42% cost savings compared to similar projects

• Team was able to focus resources on delivering

valuable enhancements and business process

improvements instead of on a routine technical

upgrade

• 99% of customizations worked as expected upon going

live

41

Page 42: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

Advice

• Analyze your system using Panaya before beginning the

project

• Run a Panaya analysis early and often to get an accurate

estimate of the number of customizations and their usage

(best to start a month or two before project begins)

• Continue running Panaya analyses throughout development

and testing phases to help auto-close development tasks

and to report and assign new tasks based on usage changes

• Shorten the code freeze period by allowing project scope

flexibility with your partner SI

42

Page 43: On the Way to EBS R12.2- How to Avoid the Pitfalls Webinar

43

Thank You!

View the full webcast here:http://panaya.com/webinars-category.html