…introduction to Differentia Consulting

April 19, 2023 e: [email protected] i: www.differentia.co

EnterpriseOne Upgrade: Considerations and TipsStress-free JD Edwards 2014

Nigel Sanders - Differentia Consulting

…introduction to Differentia Consulting

• Independent consulting firm, specialising in JD Edwards and QlikView• Ex KPMG and JDE Consulting • Oracle JD Edwards partner since formation in 2002• Providing a full service for both JD Edwards and QlikView

Consulting / applications development Software licences Training Applications and technical support Technical architecture / hardware sizing

• Specialised CNC capability - we have a very strong CNC team, UK based• Complementary solutions

April 19, 2023Page 2

e: [email protected] i: www.differentia.co

...our solutions



Business Intelligencewith a difference

Simplicity, Association, SpeedTemplates for JD Edwards

… Seeing is Believing

Magic xpi IntegrationMagic xpa Rapid

Application Development

Application to ApplicationBusiness to BusinessProcess to Process

Training, Proficiencyand Performance

Considerable cost savingsDeliver training before live systems!

Lower Help Desk overheadsAdhere to best practices

Manage and Transformwith Process Management

Capture, analyse and communicatecommon business processes

Reduce time, effort and cost todeliver process management

JD Edwards EnterpriseOne

JD Edwards World

Agile Budgeting and PlanningLocation Analysis

NPrintingMobile

Predictive AnalyticsMeta-Data Management

Enterprise Content Management

Document ManagementWorkhlow

Purchase to Pay automation

…objectives for today

• Differentia Consulting have been engaged this year in a number of successful upgrade projects:- E9.1 from most releases including World, Xe, ERP8, 8.10, 8.11SP1

• The purpose of this presentation is to consolidate and share some of that experience, based on real customer projects, in particular: Technical planning including applications and infrastructure Upgrade tools



…planning

There is no such thing as a standard upgrade!• Every implementation will have some level of customisation

Objects, Versions, Overrides, Security, Task Views , interfaces etc• EnterpriseOne platform changes - database• Upgrade processes vary from release and platform depending on:-

Platform and release combinations (database, Unicode etc) Data volumes and quality Levels of customisation Level of changes and affects on business processes

• Standard Oracle upgrade tools have lots of options to cope with this



…things to watch out for and consider

• Build an upgrade Environment infrastructure Don't use standard Environments (i.e. Development) Make sure all Environments are code-current (especially Pristine) Support for on-going TC in order execute multiple times

• Check all modified Objects have the correct system codes Custom Objects must be coded with both System Reporting Code (alias SYR) and

System Code (alias SY) in the custom range of 55-59 Merge Flags must be set so that the Objects will be marked to be merged into

the new release Third-party use of customised System Codes




• Effects of the upgrade process on XJDE and ZJDE Versions XJDE Versions nothing merges ZJDE Versions specifications do not merge whilst PO changes do Check/report on Processing Options to understand

• Running the upgrade Workbenches multiple times Initial Tasks (System, Release) Control Tables (Data Dictionary, Tasks etc) Specification Merges (Central Objects, Versions) Table Conversion (Business Data, reset, temporary tables) Knowledge, understanding and control




• Ensure that the upgrade processes run within the available time window Biggest head-ache for many customers Consider an archive and purge strategy prior to release upgrade? If not, temporary table archiving Manage and plan (understand) the Table Conversion Workbench process Avoid any TC duplicate processes (e.g. index generation on large tables)

Overall, there are many things to watch out for depending on the release and the platforms that are being upgraded!



…technical infrastructure planning recommendations• ‘Inventory’ of your current system

Application customisations, interfaces, hardware, network, 3rd party products• Carry out a functional and technical health check

Data volumes and integrity, security, resilience• Evaluate and understand the changes in system architecture

Web based architecture, affects of Unicode, forms and middleware options, system tools

• Fully review the platform options Impacts of a technology refresh, storage, virtualisation



…tools available

• Oracle Technical Catalog (OTC)

Review EnterpriseOne data models (schemas) Review detailed Table Conversion documentation Review Object changes by feature Review Business Services (BSSV), Real Time Events (RTE) and Batch (Z) interfaces



…tools available

• Customization Object and Application Configuration Analyzer Available with Tool Release 9.1.2 COA evaluates Objects such as applications, reports, Business Functions and

Business Views ACA compares two Environments and reports on the differences in UDCs,

Processing Options, and Versions Previous releases (i.e. Xe) require ESUs to evaluate

• Third-party custom object analysis• Change Assistant (updates)• Impact Analysis• Visual Comparison Tools



…conclusions

• As always - planning and understanding is key to success!• Learn from others who have done it before and available resources

Other JD Edwards users On-line Oracle resources – www.upgradejde.com Your consulting partner

• No upgrade is standard nor the same– Additional platforms, variants and options– Many hidden pitfalls in the management of objects and data throughout

the duration of the upgrade lifecycle



http://www.upgradejde.com/

…how can we help you to get started?

• Client focused upgrade workshops Focus on specific client issues Technical infrastructure review and planning Improvement areas Outline project plan Budgetary costs, resources and timescale estimates

• Pre-upgrade technical readiness assessments & health checks• Business case development• Business process design based on our JDE best practices• Data cleansing including archiving and purging• Improved upgrade lifecycle with business performance analytics and reporting

using QlikView JDE templates



…introduction to Differentia Consulting

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