2012-07-10procurementsigNA

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Oracle E-Business Suite Release

Oracle iSetup

© 2008 Oracle Corporation – Proprietary and Confidential 3

Agenda

• Product Overview

• iSetup Migrator Usage

• iSetup Reporting Features

• iSetup Configuration

• Setup Manager Overview

• Additional Resources

• Q&A

• Troubleshooting Tips (optional)



iSetup: Product

Overview

© 2008 Oracle Corporation – Proprietary and Confidential

E-Business Suite LCM Tools

Enterprise Manager

iSetup

Rapid Install Oracle Applications

Manager

Applications DBA Utilities


• iSetup is a tool/solution to manage the migration of setup data between different instances

• Designed for end users

• Expedites the speed and accuracy of implementations by providing out-of-the-box migration templates tailored to suit various implementation phases

• Over 300 different APIs in 11i10x and R12.x

• Reports and compares setup across instances and timelines

• XML format of data enhances flexibility

• Supports custom solutions in R12

• Security capabilities

• No additional fee. Included in base licensing

Product Key Features


Dev Test

Transform Capability

Extract Extract

Extract

Load Load

Load

Multiple targets

Reports

Storage

Multiple extracts

Multiple loads

QA

Instance

n

Product Features : Process flow

Transform (Optional)



iSetup Migrator Usage


Dev Test

Extract Extract

Extract

QA

Instance

n

Product Usage: Step 1


• Selection Set

• Choose a predefined template (Ex: Organization Structure)

• Create your own selection

• Set any filter (optional)

• Extract Data



Dev Test

QA

Instance

n

Product Usage: Step 2 (Optional)

Transform Data


• Create a transformation and choose an existing extract

• Optionally, upload a file

• Select attributes to transform and execute it

• Update attributes

• Freeze updates

Product Usage: Step 2 (Optional)


Dev Test

Load Load

Load

QA

Instance

n



• Choose an existing extract or transform

• Optionally, upload a file

• Set upload options and execute it

• Review




iSetup Migrator Considerations


Product Coverage

• Over 300 different setups in R12x1

Area Modules2 Total Count3

MFG BOM, ASCP, Quality, EAM, OM,

ENG, WIP, INV, Demand Planning,

QP, SE, MRP, WMS, PO

130

Financials AP, GL, AR, FA, Pay, Lease &

Finance Mgmnt, PRJ, Cash Mgmnt,

Payments, Public Sector Financials

121

ATG FND, XML Publisher, Application

Implementation4

12

HRMS HRMS 16


Functional Coverage - Examples Selected examples in 12.0.4


• The majority of errors are due to “dependency problems” (i.e., trying to load a

child record prior to loading the parent record)

• Refer to the White Paper series: “Understanding Oracle iSetup Dependencies…”,

document ID 814338.1

Responsibilities

Load

Order Menus Request Groups

Application Names

De

pe

nd

en

cie

s

Component level Dependencies


Component level Dependencies: Example


Seeded Selection Set Dependencies

Base Implementation

2

3

1


General Foundation 1

2 Product Foundation

3a Organization Structure setup

4a Employees

4a Financials setup (Optional)

4a Discrete Mfg. & Distribution setup

Manufacturing Implementation

Seeded Selection Set Dependencies



iSetup Reports


Rep

ort

iSetup Reporter

Source EBS

Snapshot

Extract

Rep

osit

ory

Snapshot

Co

mp

are

• Helps in generation of Standard and Comparison reports

• Generates reports on

extracted data

• Compare two sets of

extracted data to identify

differences

• View online or download

report in

• PDF,

• RTF or

• Excel


• Standard

• Generated for single extract

• Comparison

• Generated from two extracts

iSetup Reports



iSetup Demo



iSetup Configuration


• Mapping instances • ATG patch set level should be same across all EBS instances(*).

• Copy DBC files of each other EBS instances participating in

migration under $FND_SECURE directory.

• Configure SQL Net to allow connection between the instances

• Same username with iSetup responsibility should exists in all EBS

instances

• Assign Super-User role (optional)

• Custom Selection Set

• To register custom API/Interface

Setup


Create the Instance Mapping by specifying the following:

• Name: Displays the name you specified during instance mapping.

• DBC Filename: Displays the database file name you have specified.

• Responsibility: Displays the responsibility used to create the mapping.

For all mappings, this must be iSetup responsibility.

Instance Mapping


Perform the following tasks to prepare an instance :

• Recompile Database Objects

• Set Open Cursor Limit : 750

• Set Sleep Seconds for the Concurrent Manager: 30 sec or less

• AZ: VO Fetch Size :100

• AZ: Commit Row Counts : 1000

• AZ: CP Number Of Batches: 5

• AZ: Reporter Max Records: 100

• AZ: Number Of Records For Home Tab: 4

Preparing an Instance



Change Management Pack

Setup Manager


Product Overview

Setup Manager “project” bundles all discrete steps into one unit

Enforce dependencies/hierarchies

Multi-source, multi-target

Reusable

Serial/parallel loading

Setup Manager Project

(e.g., AOL, CoA, A/P, Org. Structure, Payroll,

Employees, SCM, etc.)

Target

Instance n

Compare

Advantages compared to manual methods and competitive products

• Over 300 Oracle owned solutions

• Supports customer-created APIs

• Reusability of projects

• Comparison reporting between instances

• Audit reports

• Security infrastructure

• Ready archive/repository for extracts

• Central console to access/manage operations

Source

Instance

Target

Instance A

Extract Load


• Application Change Management Pack for EBS, it is a

new product built on top of Oracle Enterprise

Manager

• Setup Manager

• Customization Manager

• Patch Manager.

• Setup Manager is enhanced and advanced version of

iSetup on Oracle Enterprise Manager

• Ability to migrate setup data over point releases of EBS

• Projects.

• Integration with Change Approval mechanism

• Offline Transformation

• Advanced Filtering

Executive Summary


Use Case: Rolling Out “Sets of Books”

Func. Analyst Setup Manager Project

Extract Acct. Calendar Dev 1

Extract Acct. Setups Dev 1

Compare

Report

Acct. Calendar Dev /

Test

6

Compare

Report

Acct. Setups Dev /

UAT

6

Load Acct. Calendar Test 2

Load Acct. Setups Test 3

Load Acct. Calendar UAT 4

Load Acct. Setups UAT 5

Type Setup Data From/To Seq.

Development

(Source)

Test

(Target)

UAT

(Target)

1

2

3

4

5

6

6

•Dependencies Benefits: •Reusable •Multi-Target •Parallel


Setup Manager vs iSetup

34

Capability Setup Manager iSetup

EBS Release: 11i10 (CU2) Yes Yes

EBS Release: R12.0.x Yes Yes

EBS Release: R12.1.x Yes Yes

Project Taxonomy Yes No

Dependency enforcement Yes No

Multi-Source/Multi-Target Yes No

Parallel Execution of Tasks (Automated) Yes No

Sequential Execution of Tasks (Automated) Yes No

Ability to manage different "dot" release levels Yes No

Oracle-authored APIs Yes Yes

Retention of Extracts and Definitions (Cntrl. Repository) Yes Yes

Reusability of Extract Definitions Yes Yes

Reusability of Extracts Yes Yes

Security Capabilities Yes Yes

Transform capabilities Yes Yes

Filtering Capabilities Yes Yes

Centralized Console Yes Possible

Ability to consume custom apis R12+ only R12+ only

Cost Yes None

Reporting: Standard Yes Yes

Reporting: Comparison Yes Yes

Reporting format: BR100 Yes Yes

Reporting: Deployment/Verification Yes Yes

Reporting styles: PDF/XLS/RTF Yes Yes

Reporting: On-line Yes Yes

Reporting: Downloadable reports Yes Yes

Reporting: Real-time view of data via advance search Yes No


Additional Information

• iSetup User’s Guide

• iSetup Developer’s Guide

• MyOracleSupport documents

• Note 560719.1: troubleshooting

• Note 857551.1: 12.1.1 Mandatory patches

• Note 395654.1: Documentation resources

• Note 807319.1: Online training

• Note 814338.1: iSetup dependencies

• Note 1224313.1: Enterprise Manager plugin/EBS

Management Pack






Troubleshooting


• Sharing iSetup artifacts

• Extracts, Transforms, and Reports are user specific

• Only the exact same user can access extracts, transforms, or

reports across different instances.

• The “Download” capability offers a way to share extracts,

transforms, and loads.

• Implications for Extract/Load Management

• Option 1: Same owner across all instances

• Option 2: Same owner in Dev, Test, UAT, etc – but not Production

• Extract/Load operations in non-Production instances

• Once thoroughly tested and ready to load into Production,

download to desktop and upload into Production

• Option 3: Download and upload into each instance

Troubleshooting Understanding how to access/share extracts across instances


Common Incorrect Setups

• Failure to complete/verify all of the steps in “Mapping instances”

• DBC file should be copied again if EBS instance has been refreshed or autoconfig is run.

• Custom interfaces should be registered in all EBS instances. Registering it on Central/Source is not sufficient.

• Standard Concurrent Manager should up for picking up iSetup concurrent requests.

• iSetup is not certified on RAC. However, you may still work with iSetup if you could copy the DBC file on all nodes with the same name as it had been registered through Instance Mapping screen.


Troubleshooting How to find logs

• Logs are very important to diagnose and troubleshoot iSetup

issues.

• Navigate to View Detail screens of Extracts/

Transforms/Loads/Standard/Comparison Reports and click on

View Log button to view the log.


• How to read logs

• Logs contain both functional and technical errors.

• Functional errors are mainly due to missing prerequisite data

or business validation failure.

• Example – business validation failure

• VONAME = Branches PLSQL; KEY = BANKNAME = 'CIBC‘

• BRANCHNAME = 'CIBC'

• EXCEPTION = Please provide a unique combination of bank number,

bank branch number, and country combination. The 010, 06042, CA

combination already exists.

• Tokens: VONAME = Banks PLSQL

• BANKNAME = 'OLD_ROYAL BANK OF CANADA'

• EXCEPTION = End date cannot be earlier than the start date

Troubleshooting How to read logs


• Example – missing prerequisite data.

• VONAME = Operating Unit; KEY = Name = 'CAN OU'

• Group Name = 'Setup Business Group'

• ; EXCEPTION = Message not found. Application: PER, Message Name:

HR_ORG_SOB_NOT_FOUND (Set of books not found for ‘Setup Business

Group’)

• Example – technical or fwk error

• OAException: System Error: Procedure at Step 40

• Cause: The procedure has created an error at Step 40.

• Action: Contact your system administrator quoting the procedure and

Step 40.

• Example – technical or fwk error

• Number of installed languages on source and target does not match.

Troubleshooting How to read logs

2012-07-10procurementsigNA

Documents

oracle corporation proprietary

confidential product

confidential selection

updates product usage

existing extract

optional transform data

migration of setup data

different instances