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

Dean Herback Adwait MaratheOracle EBS Projects Strategy Oracle EBS Projects Development

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Program Agenda

• R12.1 Upgrade Overview Functional– Recent Release History– Projects Specific Changes– Upgrade Considerations and Resources

• R 12.1 Upgrade Overview Technical– Overview– Upgrade Best Practices– Lessons Learnt

• 12.1 Customer Success – PICO Holdings

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The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Functional Overview

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EBS Product Update: Continued Releases And Innovation

EBSR12

EBS R12.1

EBS 12.1.2

EBS12.1.3

Planned

2004 2007 2009 2010 2011+

Released

Financials,Technology

Procurement, HCM, Service, SCM, Projects, Financials, Technology, MDM

Functional Innovation

Major Release

Minor Release

EBS11i10

EBS12.x

NewEBS R12.1.3 released on Aug 20, 2010– Functional Enhancements across suite, plus statutory/regulatory updates and error

corrections

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THINK GLOBALLYTo Make the Right Decisions

THINK GLOBALLYTo Make the Right Decisions

MANAGE GLOBALLYTo Lower Cost & Increase

Performance

MANAGE GLOBALLYTo Lower Cost & Increase

Performance

E-Business Suite Release 12The Global Business Release – Oracle Projects

• Project Portfolio Analysis

Achieve global view of customer, supplier, partner & operations

• Subledger Accounting

• eTax

• Simplified Maintenance Management

Implement, manage, and scale global applications easier

•Multi-Org Access Control

• Removal of Supplier Cost Adjustment Restrictions

• Enhance Expenditure Inquiry with batched adjustments

Work better across applications, divisions, and regions

WORK GLOBALLYTo Be More Competitive

WORK GLOBALLYTo Be More Competitive

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Increase Operational Control and Efficiency What’s New in Projects

ProcurementProcurement

Supply Supply ChainChain

HumanHumanCapitalCapital

Customer &Customer &Master DataMaster DataManagementManagement

Financials Financials & Projects& Projects

ApplicationsApplicationsTechnologyTechnology

E-Business Suite

Results:

Automating Project Operations and Finances

Managing your full Project Lifecycle with less effort

Make better decisions with greater insight

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Application IntegrationApplication Integration

Product Innovation

Product Innovation

E-Business Suite Release 12.1Oracle Projects

•MSP 2007 Certification

• Improved Services Procurement Integration

• Advance Processing - Enhanced Integration between AR and Project Billing

Extend enterprise boundaries with enhanced business processes

• Project Manager Reporting Pack

• Self-Services Expenditure Inquiry

• Increased Automation in Resource Management

Improve user satisfaction through increased productivity

• UPK Content for EBS

• BI Publisher Reporting

• Setup Automation

Implement, manage and upgrade applications at lower cost

Superior Ownership Experience

Superior Ownership Experience

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Oracle Projects Release 12.1, 12.1.2, 12.1.3

• Project Analytics• Federal Financials

Analytics

iSetup/R12 Diagnostics

• UI Improvements

Planning Enhancements

• P6 Integration

• MSP Integration Enhancements

• Supplier Cost Dashboard

Self Services Expenditure Inquiry

Performance Reporting Setup Audit

• Reporting Performance Improvements

Program APIs

• Enhanced Change Management

Enterprise and Project Insight

Project Resource Management

Project Costing Project Billing

Project ContractsProject

Collaboration

Project Management

Personalized Role-Based Views

GlobalProject

Repository

GlobalProject

Repository

Project Portfolio Analysis

Resource Management

Project Billing

• Integrated Services Procurement

• Supplier Payment Controls

• E&C Deduction Processing

• Project Security in Oracle Purchasing

Project Billing

Project Costing

Project Foundation

Project Reporting

Project Management

• Prepayment Receipt Application

• Effective Date Funds Consumption

• Improved Searches

• Date Validations & Defaults

• Streamlined Navigation

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R 12.1 Upgrade OverviewFunctional

• Architectural/Financial uptakes that benefit projects users• Catch up all of 11i10 M RUP4 enhancements/patches• New functionality leveraging Fusion technology• Easier upgrade path if and when you decide to move

to Fusion

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Building the Business Case for Upgrading

• Evaluate the new 12.1 features in the products you are currently running– Opportunities to eliminate customizations– Greater flexibility to match the needs of your business– Opportunities for additional automation and process improvement

• Look for adjacent products that might add value– Many products are much stronger at the 12.1 level than they were

in 11.5.10– Adding modules is low cost since you are leveraging the

implementation work you have already done– Some customers have justified the upgrade primarily by the need

to get to the 12.1 level so they could implement additional products

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Upgrade Considerations

• Secure consulting skills early– 12.1.x implementation experience will be in short supply for

the next while– The number of customers upgrading to 12.1 will be

significantly higher than to 12.0

• Some customers might want to consider a reimplementation rather than an upgrade• Consider increasing UAT and Training timeframes– Significant number of enhancements will increase time

required

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Key Message to EBS 11i CustomersUpgrade to EBS 12.1 and Get More Return on Your Investment

• Release VALUE: 12.1 provides business value across the suite in addition to the Financials focused Release 12– Customers should evaluate the business value of the Release 12.1– Leverage complementary Apps including Fusion Applications

• QUALITY Results: Customers are live today on 12.1– New and existing customers are already live and upgrading– Customers are achieving predictable results => use OCS,

Experienced SIs or Oracle On Demand.

• Choose ROADMAP: 11i support deadlines are coming up– Premier Support ends in Nov 2010; uplift fee waived until Nov 2011– Extended Support ends in Nov 2013

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• Agilysys: Upgrade from 11i10 • Projects, Assets, Payables,

iProcurement• Needed integrated ERP system

manage and balance maintenance to support continued growth

• McDonald’s : Upgrade from 11i10• Projects, Assets, Payables, iProc• Standardize construction mgmt

processes, track and manage costs by project areas and ensure continued system support

• CPS: Upgrade from 11i10 • New Features and Functionality

• Datacard: Upgrade from 11i9• 40+ Modules: Financials, OM, Inv,

WMS, iSupplier, CRM, Projects, OTL, iProcurement, Purchasing, etc.

• ATT: Upgrade from 11i10• Financials, AP, FA• Largest Payables Deployment WW

• Pentel America: Upgrade from 11i9• Financials, Inventory, WMS• Better functionality; better support

options; ability to eliminate customizations

• Oracle Corp. Upgrade from Release 12• Financials, HR, Procurement, SSHR,

Contracts, etc.

• Usana Health Sciences: Upgrade from 11i10

• Financials, PM, Adv Plan, Inv, WMS• Support the multi-national company,

Improved inventory control, demand visibility, reduce cost of managing mfg processes

Oracle E-Business Suite Release 12.1 A Sample of Customers Who have Upgraded!

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Oracle ProjectsFor More Information…

• Link to the Release Content Document for Projects• Up to and including R 12.1.3• https://metalink2.oracle.com/metalink/plsql/ml2_documents.show

Document?p_database_id=NOT&p_id=561580.1

• For more information about Oracle Applications• http://www.oracle.com/applications/home.html

• Building the Business Case for your Upgrade

• Upgrade Advisor My Oracle Support note and communities• https://support.oracle.com/CSP/main/article?cmd=show&type=N

OT&id=250.1

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Building the Business Case for your UpgradeAccelerate your evaluation and planning

http://launch.oracle.com/?OOW

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Upgrade Advisor on My Oracle Support

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Technical Overview

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12.1 upgrade overview

• R12.1 was generally available (GA) in May 2009• Via Oracle Electronic Product Delivery (EPD)and oracle Store• For all the supported platforms and languages

• Can be used by new and upgrading customers (11.5.9 and above) to go directly to R12.1• If you are on R11i, use R12.1 Rapid Install from EPD. Follow

instructions from the “Upgrade Guide: 11i to 12.1”• If you are on R12.0.X, use R12.1 Maintenance Pack

(7303030) from MyOracle Support (MOS). Follow instructions from “R12.1Maintenance Pack Install Instructions 752619.1)”

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12.1 upgrade overview Upgrade Paths

• Minimum EBS suite level for direct upgrade to R12.1• 11i9, 11i9CU1, 11i9CU2 or above• 11i10, 11i10CU1, 11i10CU2 or above• R12.0.0 and above

• Minimum EBS suite level required for database to be at• 10gr2 (10.2.0.4) : 11i9CU2, 11i10CU2• 11gr1 (11.1.0.7) : 11i10CU2, R12.0.4• 11gr2 (11.2.0.1) : 11i10CU2, R12.0.4

• One or more of the following choices apply based on your current configuration and your target configuration• Upgrade database and EBS level in a single downtime• Upgrade database and EBS level in separate downtimes

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12.1 upgrade overview R12.1 Technology Stack

Complete list at “Oracle E-Business Suite Release 12.1.1 Maintenance Pack Installation Instructions” (752619.1)

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12.1 upgrade overview Technology advantages

• Rich UI • Look ahead LOVs• Hover-over pop-ups• Spider graphs• Widgets

• Better look and feel• XML Publisher – Customize reporting needs

• Reporting Pack solution• Every RDF , report is converted in xml. xml and RDF do co

exists for e.g. PAXAUMTC & PAXAUMTC_XML

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• Hover your cursor on Project Number in the project list table to view project details

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12.1 upgrade overview Sample of hover over pop-up

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Operational Advantages

• Supportability• Stability• Better performance / Opportunity to re engineer• Frequent CUs• Less Maintenance Costs

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• Identification of required patches• Prepare a complete list of pre and post patches and

recommended code levels• Keep the system current on AD/ATG/OAM code e.g. latest

AD/ATG RUPs on 11i/R12.0 and once on R12.1• High priority patches from My Oracle Support• Consolidated Upgrade Patches (CUP) and required one offs

that need to be applied in pre-install mode. R12.1 CUP1 (7303029:12.1.0) is available now

• Review “Known-issues” sections from key documents to determine additional pre or post upgrade patches :

• Release notes, MP Install Instructions

Upgrade Best Practices

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• Patch merging and sequencing • Take advantage of patch merge, hot patching and apply patches

in the correct sequence. For e.g. apply MLS as hot patches

• Complete pre upgrade activities• Identify and execute tasks that could be completed in a

separate downtime period, prior to the production upgrade• Use applicable steps mentioned in the "Downtime reduction"

and “Upgrade By Request” appendices E and G of the R12.1 upgrade guide

• Upgrade RDBMS version to latest certified for the current APPS level ( 11.2.0.1 / 11.1.0.7 / 10.2.0.4 )

• Convert to Oracle Applications Tablespace Model(OATM)• Compacts database, optimizes storage settings and reduces I/O• Other planned HW or OS upgrades

Upgrade Best Practices

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• Pre-upgrade activities continued...• Use TUMS (“The Upgrade Manual Script”) to avoid running

tasks that are not relevant for your system• Convert to multiple organization architecture Document

210193.1)• Drop MRC schema ( 11.5.10 and above )• Gather stats with GATHER_AUTO option for all schemas• Minimize historical data to be upgraded as per business

requirements – “Upgrade By Request”• Purge old and/or transient data before upgrading

• Over 260 standard purge programs in R12• Use new “Purge Portal” in OAM to administrate

Upgrade Best Practices

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• Adpatch options and other reporting tools• Use applicable adpatch options to reduce downtime and track

key upgrade aspects using in-built tools

• Key recommended fixes (Pre Upgrade)• Affecting Upgrade Performance

• AD-Parallel improved scalability: 8917381 (Part of 9179588 AD CUP)

• Forms/reports generation regression with 11g: 8557019 • Projects

• PJ_PF Oracle Projects Consolidated Upgrade Patch (CUP) for 12.1.1 : 9071598 (Part of 7303029 AU CUP)

• General• Review documents 244040.1 and 950896.1 for latest EBS

recommended performance fixes

Upgrade Best Practices

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• PRE Upgrade• Interface with payables

• Adjustments on existing Prepayments, Prepayment Discounts and Prepayment Applications will be prohibited.

• Customers have to ensure that all necessary adjustments are performed before upgrading to R12.

• Ensure all the adjustmenst to Expense reports and Supplier Invoices are fully processed prior to upgrade. (pa120u05.sql )

• POST Upgrade• MRC : If you have some custom columns defined for MRC

amounts, those may generate errors!• Understand and configure new pillar features like ebtax, sla,

moac etc.

Upgrade Pre & Post Recommendations

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Lessons Learnt• Properly size RDBMS for upgrade

• init.ora• Undo• Shared pool• DB Cache• PGA Aggregate Target

• Plan for additional storage for staging patches, pre-built code

• Use production like hardware for UAT• Optimize CBO stats• Set plsql_no_compile=yes• Use higher batch size (10000-20000)• Choose adequate numbers of workers

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Lessons Learnt

• Repeat the upgrade until all issues are fixed and downtime is consistent

• Ensure new customizations comply to new standard• Test ! Test ! & More Test !

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ReferencesFor More Information…

•R12.1 documentation roadmap (790942.1)

•“Oracle E-Business Suite Release 12.1 Info center” (806593.1)

•Database preparation guidelines for R12.1 upgrade (761570.1)

•Patching FAQs (459156.1, 225165.1)

•Using staged or shared APPL_TOP and distributed AD

•(734025.1, 384248.1, 236469.1)

•OAM “Patch Wizard” overview and FAQ (976188.1, 976688.1)

•AD Command Line Options for Release R12 (1078973.1)

•Recommended Performance Fixes (244040.1, 950896.1)

•R12 Upgrade Sizing & Best Practices (399362.1)

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PICO Holdings

Oracle OpenWorld 2010EBS Projects Session Schedule

Title Presenters Date/Time Location

Project Management Best Practices Barbara Fox, Oracle

Selva Mudaliar, Oracle

Wednesday 4:45 PM

Marriott Hotel Golden Gate B

Oracle Project Analytics for Oracle E-Business Suite

Patrick Krause, IT Convergence

Rao Adivikolanu, Oracle

Thursday9:00 AM

Moscone West L3 3000

CISDI's Transformed Enterprise: Running the Business with Oracle Projects 12

Rongxiang Liao, CISDI

Li Zhiyou, CISDI

Dean Herback, Oracle

Kazim Isfahani, Oracle

Thursday10:30 AM

Moscone West L3 3000

Managing Project Risk Using Oracle Projects at M. A. Mortenson Company

Jeff Flake, M.A. MortensonDean Herback, Oracle

Thursday1:30 PM

Marriott Hotel Golden Gate B

Quick Wins that will make you a hero: E-Business Suite Projects

Carl Morley, Oracle Thursday1:30 PM

Moscone WestL3 3000

Questions

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Oracle OpenWorld Latin America 2010

December 7–9, 2010

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Oracle OpenWorld Beijing 2010

December 13–16, 2010

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Oracle Products Available Online

Oracle Store

Buy Oracle license and support online today at

oracle.com/store

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Continue on Your Current Path

Move to Fusion Step by Step

Upgrade to Fusion Applications

• Evaluate the latest Applications releases to add value to your business

• Enhance business value by augmenting Applications Unlimited with Fusion

Middleware and Fusion Applications

• Upgrade by pillars or a global single instance

APPLICATIONS UNLIMITEDAPPLICATIONS UNLIMITED

The Journey to Business Value Choose a Path That’s Right for You