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Value of Upgrading to R12.1 Projects

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    Value of Upgrading to Release 12.1 for E-Business Suite Proects

    Dean Herback Adwait Marathe

    Oracle EBS Projects Strategy Oracle EBS Projects Development

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    !

    Progra" #genda

    !"#! $pgrade Overview %&nctional

    ecent elease History

    Projects Speci'ic (hanges

    $pgrade (onsiderations and eso&rces

    !"#! $pgrade Overview )echnical

    Overview

    $pgrade Best Practices

    *essons *earnt

    !"#! (&stomer S&ccess + P,(O Holdings

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    %

    &unctional '(er(ie)

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    /

    EBS Product Update*+ontinued Releases #nd Inno(ation

    EBS!"

    EBS!"#!

    EBS!"#!#"

    EBS!"#!#0

    Planned

    "112 "113 "114 "1!1 "1!!5

    eleased

    %inancials-

    )echnologyProc&rement- H(M- Service- S(M- Projects-

    %inancials- )echnology- MDM%&nctional

    ,nnovation

    Major elease

    Minor elease

    EBS!!i!1

    EBS

    !"#6

    7ewEBS !"#!#0 released on A&g "1- "1!1

    %&nctional Enhancements across s&ite- pl&s stat&tory8reg&latory &pdates and error

    corrections

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    THINK GLOBALLY

    To Make the Right Decisions

    MANAGE GLOBALLY

    To Lower Cost & Increase

    er!or"ance

    E-Business Suite Release 12,e lo/al Business Release 0 'racle Proects

    Project Port'olio Analysis

    Achie#e g$o%a$ #iew o! csto"er'

    s(($ier' (artner & o(erations

    S&bledger Acco&nting

    e)a6

    Simpli'ied Maintenance

    Management

    I"($e"ent' "anage' an) sca$e

    g$o%a$ a(($ications easier

    M&lti9Org Access

    (ontrol

    emoval o' S&pplier

    (ost Adj&stmentestrictions

    Enhance E6pendit&re

    ,n:&iry with batched

    adj&stments

    *ork %etter across a(($ications'

    )i#isions' an) regions

    *ORK GLOBALLY

    To Be More Co"(etiti#e

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    Increase 'perational +ontrol and Efficienc3at4s 5e) in Proects

    Procure"entProcure"ent

    SupplSuppl+ain+ain

    Hu"anHu"an+apital+apital

    +usto"er 6+usto"er 67aster 8ata7aster 8ata7anage"ent7anage"ent

    &inancials&inancials6 Proects6 Proects

    #pplications#pplications,ecnolog,ecnolog

    E-BusinessSuite

    Results*

    #uto"ating Proect 'perationsand &inances

    7anaging our full Proect9ifeccle )it less effort

    7a:e /etter decisions )itgreater insigt

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    A(($icationIntegration

    ro)ctInno#ation

    E-Business Suite Release 12.1'racle Proects

    MSP "113 (erti'ication

    ,mproved Services

    Proc&rement

    ,ntegration

    Advance Processing 9

    Enhanced ,ntegration

    between A and

    Project Billing

    E+ten) enter(rise %on)aries with

    enhance) %siness (rocesses

    Project Manager

    eporting Pack

    Sel'9Services

    E6pendit&re ,n:&iry

    ,ncreased A&tomation in

    eso&rce Management

    I"(ro#e ser satis!action throgh

    increase) (ro)cti#it,

    $P; (ontent 'or EBS

    B, P&blisher eporting

    Set&p A&tomation

    I"($e"ent' "anage an) (gra)e

    a(($ications at $ower cost

    -(erior Ownershi(E+(erience

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    'racle Proects Release 12.1= 12.1.2= 12.1.!

    < ro.ect Ana$,tics< /e)era$ /inancia$s

    Ana$,tics

    i-et(0R12 Diagnostics

    < 3I I"(ro#e"ents

    $anning Enhance"ents

    < 4 Integration

    < M- Integration

    Enhance"ents

    < -(($ier Cost Dash%oar)

    -e$! -er#ices E+(en)itre

    In5ir,

    er!or"ance Re(orting

    -et( A)it

    < Re(orting er!or"ance

    I"(ro#e"ents

    rogra" AIs

    < Enhance) Change

    Manage"ent

    Enterprise and Proect Insigt

    Proect Resource7anage"ent

    Proect +ostingProect Billing

    Proect +ontracts

    Proect+olla/oration

    Proect7anage"ent

    Personalized

    Role-Based Views

    lo/alProect

    Repositor

    Proect Portfolio #nalsis

    Resource 7anage"ent

    Proect Billing

    < Integrate) -er#ices

    rocre"ent

    < -(($ier a,"ent Contro$s

    < E&C De)ction rocessing

    < ro.ect -ecrit, in Orac$e

    rchasing

    Proect Billing

    Proect +osting

    Proect &oundation

    Proect Reporting

    Proect 7anage"ent

    < re(a,"ent Recei(tA(($ication

    < E!!ecti#e Date /n)s

    Cons"(tion

    < I"(ro#e) -earches

    < Date 6a$i)ations & De!a$ts

    < -trea"$ine) Na#igation

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    R 12.1 Upgrade '(er(ie)&unctional

    Architect&ral8%inancial &ptakes that bene'it projects

    &sers

    (atch &p all o' !!i!1 M $P2 enhancements8patches

    7ew '&nctionality leveraging %&sion technology

    Easier &pgrade path i' and when yo& decide to move

    to %&sion

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    Building te Business +ase for Upgrading

    Eval&ate the new !"#! 'eat&res in the prod&cts yo& arec&rrently r&nning

    Opport&nities to eliminate c&stomi=ations

    >reater 'le6ibility to match the needs o' yo&r b&siness

    Opport&nities 'or additional a&tomation and process improvement

    *ook 'or adjacent prod&cts that might add val&e

    Many prod&cts are m&ch stronger at the !"#! level than they were

    in !!#?#!1

    Adding mod&les is low cost since yo& are leveraging the

    implementation work yo& have already done Some c&stomers have j&sti'ied the &pgrade primarily by the need

    to get to the !"#! level so they co&ld implement additional

    prod&cts

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    Upgrade +onsiderations

    Sec&re cons&lting skills early

    !"#!#6 implementation e6perience will be in short s&pply 'or

    the ne6t while

    )he n&mber o' c&stomers &pgrading to !"#! will be

    signi'icantly higher than to !"#1 Some c&stomers might want to consider a

    reimplementation rather than an &pgrade

    (onsider increasing $A) and )raining time'rames

    Signi'icant n&mber o' enhancements will increase timere:&ired

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    e 7essage to EBS 11i +usto"ersUpgrade to EBS 12.1 and et 7ore Return on ?our In(est"ent

    eleaseVALUE@ !"#! provides b&siness val&e across thes&ite in addition to the %inancials 'oc&sed elease !"

    (&stomers sho&ld eval&ate the b&siness val&e o' the elease !"#!

    *everage complementary Apps incl&ding %&sion Applications

    QUALITY esults@(&stomers are live today on !"#! 7ew and e6isting c&stomers are already live and &pgrading

    (&stomers are achieving predictable res&lts &se O(S-

    E6perienced S,s or Oracle On Demand#

    Choose OADMAP@ !!i s&pport deadlines are coming &p Premier S&pport ends in 7ov "1!1C &pli't 'ee waived &ntil 7ov "1!!

    E6tended S&pport ends in 7ov "1!0

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    < #gilss* Upgrade fro" 11i1

    < Proects= #ssets= Paa/les=iProcure"ent

    < 5eeded integrated ERP sste"

    "anage and /alance "aintenanceto support continued gro)t

    < 7c8onald4s * Upgrade fro" 11i1

    < Proects= #ssets= Paa/les= iProc

    < Standardi@e construction "g"tprocesses= trac: and "anage costs /proect areas and ensure continuedsste" support

    < +PS* Upgrade fro" 11i1

    < 5e) &eatures and &unctionalit

    < 8atacard* Upgrade fro" 11i;

    < $A 7odules* &inancials= '7= In(=37S= iSupplier= +R7= Proects=',9= iProcure"ent= Purcasing= etc.

    < #,,* Upgrade fro" 11i1

    < &inancials= #P= < 9argest Paa/les 8eplo"ent 33

    < Pentel #"erica* Upgrade fro" 11i;

    < &inancials= In(entor= 37S

    < Better functionalit /etter supportoptions a/ilit to eli"inatecusto"i@ations

    < 'racle +orp. Upgrade fro" Release 12

    < &inancials= HR= Procure"ent= SSHR=+ontracts= etc.

    < Usana Healt Sciences* Upgradefro" 11i1

    < &inancials= P7= #d( Plan= In(= 37S

    < Support te "ulti-national co"pan=I"pro(ed in(entor control= de"and(isi/ilit= reduce cost of "anaging"fg processes

    'racle E-Business Suite Release 12.1A Sample o' (&stomers ho have $pgraded

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    16

    'racle Proects&or 7ore Infor"ationC

    < *ink to the elease (ontent Doc&ment 'or Projects< $p to and incl&ding !"#!#0< https@88metalink"#oracle#com8metalink8pls:l8ml"Fdoc&ments#showDoc&ment

    < %or more in'ormation abo&t Oracle Applications

    < http@88www#oracle#com8applications8home#html

    < B&ilding the B&siness (ase 'or yo&r $pgrade

    < $pgrade Advisor My Oracle S&pport note and comm&nities

    < https@88s&pport#oracle#com8(SP8main8articleGcmdshowtype7O)id"?

    https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1http://www.oracle.com/applications/home.htmlhttps://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1https://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1http://www.oracle.com/applications/home.htmlhttps://metalink2.oracle.com/metalink/plsql/ml2_documents.showDocument?p_database_id=NOT&p_id=561580.1
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    17

    Building te Business +ase for our Upgrade#ccelerate our e(aluation and planning

    ttp*DDlaunc.oracle.co"D''3

    http://launch.oracle.com/http://launch.oracle.com/
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    18

    Upgrade #d(isor on 7 'racle Support

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    19

    ,ecnical '(er(ie)

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    12.1 upgrade o(er(ie)

    < !"#! was generally available J>AK in May "114

    < Lia Oracle Electronic Prod&ct Delivery JEPDKand oracle Store

    < %or all the s&pported plat'orms and lang&ages

    < (an be &sed by new and &pgrading c&stomersJ!!#?#4 and aboveK to go directly to !"#!

    < ,' yo& are on !!i- &se !"#! apid ,nstall 'rom EPD# %ollow

    instr&ctions 'rom the $pgrade >&ide@ !!i to !"#!N

    < ,' yo& are on !"#1#- &se !"#! Maintenance Pack

    J3010101K 'rom MyOracle S&pport JMOSK# %ollow instr&ctions'rom !"#!Maintenance Pack ,nstall ,nstr&ctions 3?"/!4#!KN

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    12.1 upgrade o(er(ie)Upgrade Pats

    < Minim&m EBS s&ite level 'or direct &pgrade to !"#!

    < !!i4- !!i4($!- !!i4($" or above

    < !!i!1- !!i!1($!- !!i!1($" or above

    < !"#1#1 and above

    < Minim&m EBS s&ite level re:&ired 'or database to be at

    < !1gr" J!1#"#1#2K @ !!i4($"- !!i!1($"

    < !!gr! J!!#!#1#3K @ !!i!1($"- !"#1#2

    < !!gr" J!!#"#1#!K @ !!i!1($"- !"#1#2

    < One or more o' the 'ollowing choices apply based on

    yo&r c&rrent con'ig&ration and yo&r target con'ig&ration< $pgrade database and EBS level in a single downtime

    < $pgrade database and EBS level in separate downtimes

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    12.1 upgrade o(er(ie),ecnolog ad(antages

    < ich $,

    < *ook ahead *OLs

    < Hover9over pop9&ps

    < Spider graphs

    < idgets

    < Better look and 'eel< M* P&blisher + (&stomi=e reporting needs

    < eporting Pack sol&tion

    < Every D% - report is converted in 6ml# 6ml and D% do co

    e6ists 'or e#g# PAA$M)( PAA$M)(FM*

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    24

    < Hover yo&r c&rsor on Project 7&mber in the project listtable to view project details

    2$

    12.1 upgrade o(er(ie)Sa"ple of o(er o(er pop-up

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    'perational #d(antages

    < S&pportability

    < Stability

    < Better per'ormance 8 Opport&nity to re engineer

    < %re:&ent ($s< *ess Maintenance (osts

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    262J

    < Identification of reLuired patces

    < Prepare a complete list o' pre and post patches andrecommended code levels

    < ;eep the system c&rrent on AD8A)>8OAM code e#g# latest

    AD8A)> $Ps on !!i8!"#1 and once on !"#!

    < High priority patches 'rom My Oracle S&pport

    < (onsolidated $pgrade Patches J($PK and re:&ired one o''sthat need to be applied in pre9install mode# !"#! ($P!

    J7303029:12.1.0) is available now

    < eview ;nown9iss&esN sections 'rom key doc&ments to

    determine additional pre or post &pgrade patches @

    < elease notes- MP ,nstall ,nstr&ctions

    Upgrade Best Practices

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    272

    < Patch merging and se:&encing

    < )ake advantage o' patch merge- hot patching and apply patches

    in the correct se:&ence# %or e#g# apply M*S as hot patches

    < (omplete pre &pgrade activities

    < ,denti'y and e6ec&te tasks that co&ld be completed in a

    separate downtime period- prior to the prod&ction &pgrade

    < $se applicable steps mentioned in the Downtime red&ctionand $pgrade By e:&estN appendices E and > o' the !"#!

    &pgrade g&ide

    < $pgrade DBMS version to latest certi'ied 'or the c&rrent APPS

    level J !!#"#1#! 8 !!#!#1#3 8 !1#"#1#2 K

    < (onvert to Oracle Applications )ablespace ModelJOA)MK< (ompacts database- optimi=es storage settings and red&ces ,8O

    < Other planned H or OS &pgrades

    Upgrade Best Practices

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    282

    < Pre-upgrade acti(ities continued...

    < $se )$MS J)he $pgrade Man&al ScriptNK to avoid r&nningtasks that are not relevant 'or yo&r system

    < (onvert to m&ltiple organi=ation architect&re Doc&ment

    "!1!40#!K

    < Drop M( schema J !!#?#!1 and above K

    < >ather stats with >A)HEFA$)O option 'or all schemas< Minimi=e historical data to be &pgraded as per b&siness

    re:&irements + $pgrade By e:&estN

    < P&rge old and8or transient data be'ore &pgrading

    < Over "/1 standard p&rge programs in !"

    < $se new P&rge PortalN in OAM to administrate

    Upgrade Best Practices

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    30!

    < PRE Upgrade

    < ,nter'ace with payables< Adj&stments on e6isting Prepayments- Prepayment Disco&nts

    and Prepayment Applications will be prohibited#

    < (&stomers have to ens&re that all necessary adj&stments are

    per'ormed be'ore &pgrading to !"#

    < Ens&re all the adj&stmenst to E6pense reports and S&pplier,nvoices are '&lly processed prior to &pgrade#

    Jpa!"1&1?#s:l K

    < P'S, Upgrade

    < M( @ ,' yo& have some c&stom col&mns de'ined 'or M(amo&nts- those may generate errors

    < $nderstand and con'ig&re new pillar 'eat&res like ebta6- sla-

    moac etc#

    Upgrade Pre 6 Post Reco""endations

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    9essons 9earnt< Properly si=e DBMS 'or &pgrade

    < init#ora

    < $ndo

    < Shared pool

    < DB (ache

    < P>A Aggregate )arget

    < Plan 'or additional storage 'or staging patches- pre9b&iltcode

    < $se prod&ction like hardware 'or $A)

    < Optimi=e (BO stats

    < Set pls:lFnoFcompileyes

    < $se higher batch si=e J!11119"1111K

    < (hoose ade:&ate n&mbers o' workers

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    9essons 9earnt

    < epeat the &pgrade &ntil all iss&es are 'i6ed and

    downtime is consistent< Ens&re new c&stomi=ations comply to new standard

    < )est )est More )est

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    References&or 7ore Infor"ationC

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    !$

    PI+' Holdings

    ' l ' 3 ld 21

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    'racle 'pen3orld 21EBS Proects Session Scedule

    ,itle Presenters 8ateD,i"e 9ocation

    Proect 7anage"ent Best PracticesBar/ara &oM= 'racle

    Sel(a 7udaliar= 'racle

    ednesday2@2? PM

    Marriott Hotel>olden >ate B

    'racle Proect #naltics for 'racle E-Business Suite

    Patric: rause= I,+on(ergence

    Rao #di(i:olanu= 'racle

    )h&rsday4@11 AM

    Moscone est*0 0111

    +IS8INs ,ransfor"ed Enterprise* Runningte Business )it 'racle Proects 12

    RongMiang 9iao= +IS8I

    9i Oiou= +IS8I

    8ean Her/ac:= 'racle

    a@i" Isfaani= 'racle

    )h&rsday!1@01 AM

    Moscone est*0 0111

    7anaging Proect Ris: Using 'racleProects at 7. #. 7ortenson +o"pan

    eff &la:e= 7.#. 7ortenson8ean Her/ac:= 'racle

    )h&rsday!@01 PM

    Marriott Hotel>olden >ate B

    Quic: 3ins tat )ill "a:e ou a ero* E-Business Suite Proects

    +arl 7orle= 'racle )h&rsday!@01 PM

    Moscone est*0 0111

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    Questions

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    !

    Oracle Openorld9atin #"erica 21

    December 3+4- "1!1

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    !

    Oracle OpenorldBeiing 21

    December !0+!/- "1!1

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    !;

    'racle Products #(aila/le 'nline

    'racleStore

    Bu 'racle license and support

    online toda atoracle.co"Dstore

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    $

    , t B i V l

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    +ontinue on ?our +urrent Pat

    7o(e to &usion Step / Step

    Upgrade to &usion #pplications

    < E(aluate te latest #pplications releasesto add (alue to our /usiness

    < Enance /usiness (alue / aug"enting#pplications Unli"ited )it &usion

    7iddle)are and &usion #pplications

    < Upgrade / pillars or a glo/al singleinstance

    #PP9I+#,I'5S U59I7I,E8

    ,e ourne to Business Value+oose a Pat ,at4s Rigt for ?ou