JD Edwards EnterpriseOne Upgrade Strategies...JD Edwards EnterpriseOne Upgrade Strategies Page 3 JD...

JD Edwards EnterpriseOne Upgrade Strategies An Oracle White Paper May 2005

JD Edwards EnterpriseOne Upgrade Strategies


EXECUTIVE OVERVIEW.................................................................................................... 3 JD EDWARDS ENTERPRISEONE RELEASE OVERVIEW ...................................... 4 EXAMINING YOUR UPGRADE CRITERIA.................................................................. 5

Application Functionality .................................................................................................... 5 JD Edwards EnterpriseOne Release 8.9 ...................................................................... 5 JD Edwards EnterpriseOne Release 8.10.................................................................... 6 JD Edwards EnterpriseOne Release 8.11.................................................................... 7

Technological Considerations............................................................................................. 9 Client Architecture .......................................................................................................... 9 Middleware..................................................................................................................... 10 Web Services .................................................................................................................. 11 Database Options.......................................................................................................... 11 Unicode........................................................................................................................... 11 Supply Chain Planning (SCP) Integration.................................................................. 12

Testing, Usability & Performance .................................................................................... 12 Testing ............................................................................................................................ 12 User Experience (Usability) ......................................................................................... 12 Performance................................................................................................................... 13

Support Policy Review....................................................................................................... 13 CHOOSING YOUR UPGRADE PATH........................................................................... 15

Customers on JD Edwards EnterpriseOne Xe .............................................................. 15 Upgrading from Xe to EnterpriseOne 8.10 .............................................................. 15 Upgrading from Xe to EnterpriseOne 8.11 .............................................................. 16 Upgrading from Xe to EnterpriseOne 8.12 .............................................................. 17

Customers on JD Edwards EnterpriseOne 8.0.............................................................. 17 Customers on JD Edwards EnterpriseOne 8.9.............................................................. 17 Customers on JD Edwards EnterpriseOne 8.10............................................................ 18

PROJECT FUSION................................................................................................................ 19 Why Project Fusion............................................................................................................ 19 Upgrade Paths to Project Fusion ..................................................................................... 19

THE UPGRADE PROCESS ................................................................................................ 19 NEXT STEPS .......................................................................................................................... 20

Other Resources ................................................................................................................. 20 Upgrades Section of Customer Connection.............................................................. 21 Product Documentation............................................................................................... 21 Applications Strategy Briefing ..................................................................................... 21 Printed Materials............................................................................................................ 21



EXECUTIVE OVERVIEW Oracle’s JD Edwards product line has evolved over time and while some things, like the name, have changed our commitment to our customers and our commitment to creating the best possible products has not changed. JD Edwards EnterpriseOne is the new product name for OneWorld, OneWorld Xe, and JD Edwards 5. In the past few years we have delivered more product enhancements and more improvements to the user experience than in any other period in the history of the product.

The JD Edwards EnterpriseOne product has expanded significantly over the past few years with releases 8.9, 8.10, and 8.11 of our software. This expansion included over 740 product enhancements and 14 new products. And more are planned for the future, including EnterpriseOne 8.12, which is planned for release in 2006.

With all of these enhancements, there are a lot of options for upgrading your software. Upgrading not only provides you with access to new functionality, it also provides access to the latest technology platform and best user experience possible, while ensuring your solution is fully supported.

This document will guide you through the major areas to consider for your upgrade and show you the typical upgrade paths that could be followed based on your current release of the JD Edwards EnterpriseOne software. The paper details specific information concerning support policies and release dates and provides you with a framework for determining your upgrade path, including information about future upgrade options to the next generation of application software from Oracle called project Fusion.

This paper will outline plans for supporting our current application solutions as well as plans for new solutions based on the best technologies available. You can be confident that you are working with a company that is both committed to supporting you now and in the long term by building the future of applications technology today.

The foundational design for EnterpriseOne continues to focus on a solution that is architected for simplicity. We provide a single toolset, with a preconfigured set of applications that can be deployed in a modular fashion on a single database. These design principles remain a key element in our future plans.


2005 2006 2007 2008 2009 2010 2011 2012 2013

First use of Fusion

Technology

Individual Fusion

Applications

Fusion Application

Suite

Project F U S I O N

Post 8.12

Tax & Regulatory Updates Only*

Upgrade Scripts, Tax/Regulatory Updates*

New Patches/Fixes, Update Scripts, Tax/Regulatory Updates*

8.9

8.10

8.11

8.12

8.0

Xe

Begin Upgrade Planning

(Planned)

(Planned)

(Planned)

In addition, EnterpriseOne has traditionally afforded you a number of choices in technical infrastructure. While we will be giving you an opportunity, as EnterpriseOne customers, to see the value of Oracle’s technical solutions, you will not be forced to switch infrastructures to continue using EnterpriseOne.

JD EDWARDS ENTERPRISEONE RELEASE OVERVIEW There are several reasons you may be considering an upgrade. First, upgrading will provide you with access to new enhancements and software applications that can help keep your organization well positioned and up-to-date on the latest technology. You may also consider upgrading if you are looking for performance and usability enhancements for the software applications you are running today and to ensure access to the best support available.

The chart below outlines the planned timelines for product releases and support retirement. For example, if you are currently running JD Edwards EnterpriseOne Xe, your support will retire in February of 2007 and you may want to begin planning for your upgrade in mid-2005. In the following sections we will explore your upgrade decision in more detail for each release of our software and provide guidelines to help you determine the best upgrade path for your organization.

JD Edwards EnterpriseOne Product Release and Support Retirement Chart

* For further explanation of these definitions, please see the “Support Policy Review” section

The JD Edwards EnterpriseOne Product Release and Support Retirement Chart

provides you with numerous options.


EXAMINING YOUR UPGRADE CRITERIA There are several areas to consider as you examine your upgrade options including application functionality, technological considerations, performance requirements, and support availability. This section includes information on each of these areas to help guide your decision-making process.

Application Functionality Releases 8.9, 8.10, and 8.11 were our most aggressive releases of JD Edwards software. In fact, the past few years has seen more product enhancements and more improvements to the user experience than in any similar period in our history. The following sections summarize the major enhancements and new solutions included in our most recent releases. Please note that information on previous releases (EnterpriseOne 8.9 and EnterpriseOne 8.10) is included cover the functionality added to EnterpriseOne that is carried forward. This is not a recommendation to upgrade to those older versions of the software. Detailed information is available on each of these enhancements through the Customer Connection web site (see “Other Resources” at the end of this paper) or by contacting your account representative.

JD Edwards EnterpriseOne Release 8.9

JD Edwards EnterpriseOne 8.9 focused heavily on enhancements to our Supply Chain Management (SCM) products and also included enhancements in the Financial Management (FM), Asset Lifecycle Management (ALM) and Human Capital Management (HCM) product areas. These enhancements are available for EnterpriseOne 8.9 and later releases. In total, this release included over 350 enhancements.

Enhancement areas include:

Profit Management

Asset Lifecycle Management

Product Variants

Price Management

Promotions Foundation

Lot Control

Cross-Docking

Dual Units of Measure

New Engineer-to-Order (ETO) capabilities

Configurator (configured items processing)

Order-to-cash

Procure-to-pay

JD Edwards EnterpriseOne Release 8.9 included numerous enhancements and although you would not upgrade to this

version of the software, these enhancements are included in later

releases moving forward.


Employee Self Services

Unicode

Supply Chain Planning

Key benefits include the ability to:

Analyze profitability by customer, product, or project

Streamline the order-to-cash cycle

Reduce inventory

Improve revenues via up-selling capabilities

Reduce supply chain costs

Increase customer satisfaction

Better manage multi-mode manufacturing projects

Consolidate view of global operations across multiple language sets

Use standardized XML-based Supply Chain Planning integration

The enhancements to SCM, FM, and ALM are ideally suited to the Consumer, Industrial Manufacturing, Life Sciences, and Wholesale Distribution industries. These new capabilities can help enhance your ability to manage cycle times, reduce inventories, and improve sales and customer satisfaction.

The HCM enhancements benefit customers in all industries.


With the release of JD Edwards EnterpriseOne 8.10, we further enhanced already robust functionality for the demand-driven enterprise. The new applications and capabilities support lean principles that help reduce costs, increase revenue, and optimize asset utilization.

JD Edwards EnterpriseOne 8.10 improves Supplier Relationship Management, Supply Chain Management, Human Capital Management, Customer Relationship Management, Financial Management, and Asset Lifecycle Management. These enhancements are available in EnterpriseOne 8.10 and later releases.

Highlights of this release include the following:

An important new offering—Demand Scheduling Execution—designed to enhance collaboration for release accounting environments

Supplier Self Service enhancements and the new Buyer Workspace offering enabling collaboration between buyer and supplier

JD Edwards EnterpriseOne Release 8.10 included numerous enhancements and is the last release available which supports

traditional client/server architecture.


Enhanced Kanban and Supplier Release Scheduling to support lean procurement principles

Customer self-service enhancements that help lower costs while improving service

Enhanced logistics management to provide a sound foundation for data collection—upon which new RFID logistics tactics can be developed

Improved cash and expense management

Financial and human capital management enhancements aimed at simplifying legislative and regulatory compliance

New eRecruit offering to facilitate on-line recruiting

Important new equipment cost analysis and condition-based monitoring capabilities for improving performance of capital assets

Significant improvements to subcontract management to increase user efficiency

More sophisticated tool, crew, and machine representation to increase accuracy of supply chain plans and schedules.

Across the product line, JD Edwards EnterpriseOne 8.10 also increases employee productivity with overall enhancements for ease of use. The focus is on providing a Superior Ownership Experience for EnterpriseOne.


JD Edwards EnterpriseOne 8.11 is our first release designed exclusively for the web and includes more than 250 product enhancements, including new solutions for designing manufacturing production lines, processing inbound radio frequency identification (RFID) shipments, and managing customer relationships (CRM). We also introduced a new module within Supply Management for employee requisitioning and key enhancements that significantly improve the application ownership experience for manufacturers. These enhancements are available in EnterpriseOne 8.11 and carried forward into future planned releases.

JD Edwards EnterpriseOne 8.11 has new functionality designed for manufacturers in Consumer Goods, Industrial Manufacturing, Life Sciences, Asset Intensive industries, and also for those businesses in project-based Services industries. The new release delivers the following breakthrough solutions:

JD Edwards EnterpriseOne CRM: The first enterprise CRM solution to incorporate manufacturing-specific business processes for sales and after-sales service interactions, including lead and opportunity management, consensus-based forecasting, real-time order promising, and case and service management. The solution also integrates customer-facing

JD Edwards EnterpriseOne Release 8.11 included numerous enhancements and is

built on a pure internet architecture.


processes with back-office operations to deliver consistent customer information across the enterprise.

JD Edwards EnterpriseOne Demand Flow® Manufacturing: Formalized patented approaches for designing production lines, managing material replenishment, and staffing manufacturing production lines based on production volume and skill levels. The solution leverages licensed technology from JCIT International.

JD Edwards EnterpriseOne Requisition Self Service: Provides companies the ability to free up management and administrative functions by putting strategic requisitioning tasks in the employees hands. We offer enough control to drive critical data such as approvals and accounting functions automatically while allowing the staff to perform their purchasing needs with flexible guidelines. Additionally with the new commodity structure in place, categorizing your inventory and services is easier and now passes through the system with the purchasing costs to give you a very accurate reflection of your procurement spend.

JD Edwards EnterpriseOne RFID Processor: Builds on our existing outbound RFID solution that enables suppliers to meet their customers’ RFID requirements as dictated for each ship-to location. The new RFID Processor, designed for processing inbound and outbound RFID shipments, provides manufacturing professionals immediate visibility into inventory -- whether it is in-transit, in a warehouse, or at the manufacturing plant.

JD Edwards Licence Plating: Provides significant reduction in the number of transactions required to support receiving, movement and shipment of goods by allowing the user to record transaction at the pallet or container level.

JD Edwards Project Management: Contains the most significant enhancements to core project management applications since the debut of OneWorld™. Performance-Based Labor Forecasting enables earned value analysis by self-performing firms, and the new Pay When Paid capabilities will help those that rely on sub-contracting. Government contractors can take advantage of expanded capabilities for burdening and retroactive rate adjustments.

JD Edwards EnterpriseOne 8.11 also includes numerous Superior Ownership Experience enhancements. After extensive testing in our lab environment, we achieved significant performance gains including:

38 percent reduction in overall installation time

28 percent reduced time to complete key user tasks

EnterpriseOne 8.11 Service Pack 1 also allows the cloning of existing pathcodes.


This capability will replace the new to create new pathcodes, and installation and upgrade time will be reduced by 25 to 40 percent. Cloning is also valuable for businesses engaged in custom development and our automated steps for cloning an environment have significantly reduced deployment time.

Our plan is to simplify the maintenance of EnterpriseOne with EnterpriseOne 8.11 Service Pack 1, scheduled for release in 2005. This will be accomplished with a new tool that automates some of the manual processes involved in applying fixes, resulting in faster deployment and fewer opportunities for manual error.

Technological Considerations Your technical infrastructure requirements will also be an important consideration as you examine your upgrade options. Key factors will include: client architecture, application server, web services, and database options. If you choose to take advantage of the Oracle middleware and Oracle Database, you will realize substantial benefits by having your database and application server running on a single platform—including saving money, simplifying internal support requirements, and reducing support interactions to a single vendor. This change will not be required; however we will help you realize the value of a unified technology infrastructure if you make this choice.

Should you choose to stay with your current infrastructure partner, Oracle is planning to maintain all currently supported hardware platforms, databases, and operating systems, including IBM DB2 and Microsoft SQL Server databases, as well as the IBM WebSphere Application Server. It is also important to note that this includes the IBM iSeries platform for EnterpriseOne applications. Under this plan, any investment in the iSeries operating environment can be leveraged as you upgrade your EnterpriseOne applications.

Client Architecture

All EnterpriseOne releases after EnterpriseOne Xe support the Web Client, and we have made a significant effort to improve the Web Client. EnterpriseOne 8.11 is our first release to exclusively support the Web Client, optimizing the end user experience for the web.

Over the past several years, internet-based applications made great progress in terms of improved user experience. The JD Edwards EnterpriseOne Web Client of today provides the same rich functionality as that of a Windows Client, but at a fraction of the cost to deploy and maintain. The cost savings are significant because the solution does not require any client software to be installed on the end-user’s machine (other than a web browser). This reduces hardware, software, and maintenance costs. Fewer servers also mean easier upgrades and administration. If one of your goals is to minimize deployment costs, then the Web Client may be the right solution. The Web Client is especially attractive to companies with multiple, geographically dispersed locations.

JD Edwards EnterpriseOne customers will have several architecture choices.


JD Edwards EnterpriseOne 8.11 supports the most popular web browsers including Internet Explorer, Safari for the MacOS, and Mozilla on Linux environments. The EnterpriseOne Web Client also supports SSL transmissions, thereby ensuring secure encrypted transactions. As the intuitive web browser interface is so frequently used and familiar to users, it requires less training, reduces help desk calls and lowers your support costs.

Middleware

If you select the Web Client, you will have options for your applications server and other middleware. JD Edwards EnterpriseOne 8.9 and later releases support multiple applications servers. While we continue to support IBM’s WebSphere Application Server, we are planning support of Oracle Applications Server 10g with the EnterpriseOne Tools 8.95 release. You can choose to operate your middleware directly on your enterprise server, adjusting your hardware capacity accordingly, or you may opt to expand your infrastructure to accommodate a separate applications server, which is the recommended method.

JD Edwards EnterpriseOne Tools is the runtime architecture and integrated development environment at the heart of the EnterpriseOne server-centric enterprise architecture. These tools comprise the technology layer that integrates with database systems, web application servers, reporting tools, and other third-party solutions. EnterpriseOne Tools provides an abstraction layer that allows the EnterpriseOne applications to function without a direct dependency on the platforms and middleware beneath them.

EnterpriseOne application releases are tied to EnterpriseOne Tools releases, which provide the foundation on which the applications run. Most infrastructure components, such as servers and database software, are associated with the Tools release. If you are looking for hardware and software prerequisites to install an EnterpriseOne application release, first find the EnterpriseOne Tools release you will use. The following table shows the EnterpriseOne Application releases and the corresponding EnterpriseOne Tools releases on which they can run.

EnterpriseOne Tools Releases

EnterpriseOne Application Release 8.9 SP1 8.9 SP2 8.93 8.94 8.95*

EnterpriseOne 8.9 X X X X X

EnterpriseOne 8.10 X X X

EnterpriseOne 8.11 X X

EnterpriseOne 8.11 SP 1*

X

* Planned Releases. Subject to Change. Oracle Application Server provides a scalable, secure, and comprehensive solution for enterprise applications, portals, and web sites, providing complete business


integration and full Service Oriented Architecture (SOA) lifecycle support. Oracle is committed to building business applications to support this next generation of technology. The plan is for EnterpriseOne 8.11 SP1 to bring you one step closer to the future of applications technology and help simplify your IT operations.

Web Services

No application works in a vacuum; they interact with other systems. It is important to consider integration capabilities when upgrading. While JD Edwards EnterpriseOne has always offered a robust selection of integration capabilities with our applications, EnterpriseOne 8.11 provides a new mechanism. All customers upgrading to EnterpriseOne 8.11 receive a license to Web Services Gateway and Extended Business Processes (XBPs), which provide native web services capability for EnterpriseOne. By providing web service functionality as part of the base offering, EnterpriseOne enables you to integrate a heterogeneous IT environment in a standards-based manner.

Database Options

JD Edwards EnterpriseOne supports a broad range of databases including Oracle Database, Microsoft SQL Server, IBM DB2 UDB, and DB2 400. Please note that the supported database version varies according to each release of JD Edwards EnterpriseOne.

If you are considering migrating databases as part of your upgrade strategy, it is a great time to evaluate the industry leading Oracle Database 10g. Oracle Database 10g provides a secure and highly available database at a low total cost of ownership and is supported beginning with JD Edwards EnterpriseOne Tools 8.95.

Unicode

There are hundreds of different encoding systems for assigning computer readable numbers to characters. For example, the European Union alone requires several different encoding systems to cover all its languages. Even the English language does not have a single encoding that is adequate for all the letters, punctuations, and technical symbols in common use. Unicode provides a unique number for every character, regardless of platform or language. Incorporating Unicode into client-server or multi-tiered applications and Web sites offers significant cost savings over the use of legacy character sets.

Native Unicode Support for EnterpriseOne Tools The EnterpriseOne Tools have been converted to operate on Unicode encoded characters, enabling your system configuration data as well as business data to be stored in the Unicode format.

Unicode Enables Database Instance Consolidation Prior to this release, if your business data required representation in multiple character encodings (e.g., English and Simplified Chinese), the implementation would have to carefully consider the implications of maintaining separate databases


for each language. Unicode support allows for these database instances to be consolidated and managed as a single instance, reducing the overall cost of maintenance.

Conversion to Unicode is optional for customers upgrading, but should be carefully considered. Unicode enables instance consolidation for global companies, which can dramatically reduce IT and business operations costs. By supporting multiple alphabets in the same database, you can move to all of your EnterpriseOne instances onto one instance. However, there are other important aspects to consider. While Unicode requires more disk space than a non-unicode database, converting to Unicode improves overall system performance after your upgrade. Oracle recommends that all customers convert to Unicode, as this provides the best system performance.

Supply Chain Planning (SCP) Integration

Beginning with the EnterpriseOne 8.9 release, Supply Chain Planning integration moves away from a traditional flat-file interface scheme. SCP integration now uses optimized XML-interfaces to bring data to and from EnterpriseOne. This approach creates a repeatable integration approach and significantly reduces deployment time and expense. Lastly, the integration now uses a forward and backward-compatible API, which allows customers to upgrade EnterpriseOne or any of the Supply Chain Planning modules individually without a simultaneous upgrade of the entire EnterpriseOne ecosystem.

Testing, Usability & Performance We are investing in several key areas that contribute to the quality of our releases. Our focus on testing, usability, and performance will not only contribute to a faster and smoother upgrade experience, but will also boost the efficiency and effectiveness of your end users.

Testing

Our automated regression suite now contains more than 5,500 test cases. By creating this automation, we not only are able to test more efficiently with better coverage, but we free up our Software Quality Engineers to do additional, value-added testing. We are investing in this area so each new release of EnterpriseOne is better than the last.

User Experience (Usability)

Our dedicated User Experience team is focused on making our applications easier to use. We have redesigned applications such as Sales Order Entry to optimize user task completion rates and task times; entering a sales order is now 31 percent faster. The efforts are not limited, however, to existing applications. Extensive work has also been done on new applications including those in the Demand Flow® Manufacturing and CRM areas. We have also created significant EnterpriseOne


Tools enhancements including hot key support, improved data entry, and immediate user feedback.

Performance

Our development process now includes performance testing and tuning as a critical part of creating products. We give engineers feedback early in the development cycle to ensure they have the time to address problems, and we have a suite of tools to help them in this task. In addition, we have focused performance efforts on the most-used online applications and batch jobs. Members of the Performance and Benchmarking team have been assigned to functional areas to drive key improvements. For example, shipping an order (Shipment Confirmation) with integration to Transportation Management is now 53 percent faster than before this effort. Batch jobs have also been enhanced. The Work Order Processing job has been improved by 52 percent.

Support Policy Review Oracle’s support policy for JD Edwards EnterpriseOne is the best in the industry and includes:

New patches and fixes provided for four years from general availability—We plan to develop new software patches and fixes for four years from the release date of the software. You conveniently access them online so that your systems run smoothly and you reduce the risk of costly downtime.

Upgrade scripts to the latest release for five years from general availability—You receive upgrade scripts to the latest release for five years from the release date, ensuring that your systems will remain on the leading edge.

Tax and regulatory updates for six years from general availability—We will make commercially reasonable efforts to provide available tax and related regulatory updates for up to six years from the release date of the software you’ve licensed, ensuring a solid return on your software investment.

Technical support until at least 2013—You have access to the PeopleSoft Global Support Center for problem solving and technical expertise, case management, self-service support tools, existing fixes and updates, existing tips and techniques, and available workarounds for the life of your software license.

Your support retirement dates are based upon the date your software release became generally available, as seen in the chart below. Generally speaking, you’ll want to begin planning your upgrade approximately 18 months before the “Upgrade Scripts” retirement date, depending upon your business and budget planning cycles, giving you time to evaluate your options. While each upgrade scenario is unique, this timeframe will help to ensure you do not experience any gaps in support coverage and provides you with the maximum amount of time on


each release. Of course, if there is new software functionality available that will bring value to your business, you can always upgrade to the latest version as soon as it is generally available.

Release Xe 8.0 8.9 8.10 8.11 8.12* Future

Releases*

Generally Available Date 9/18/2000 6/11/2002 9/18/2003 6/21/2004 12/15/2004 2006 TBD

Patches & Fixes (4 years) 2/28/20071 2/28/20071 9/18/2007 6/21/2008 12/15/2008 2010 TBD

Upgrade Scripts (5 years) 2/28/20071 6/11/2007 9/18/2008 6/21/2009 12/15/2009 2011 TBD

Tax & Regulatory Changes (6 years)

2/28/20071 6/11/2008 9/18/2009 6/21/2010 12/15/2010 2012 TBD

Technical Support Until at

least 2013Until at

least 2013Until at

least 2013Until at

least 2013Until at

least 2013 Until at

least 2013Until at

least 2013

1 Special Extension * Planned Release Dates Subject to Change


CHOOSING YOUR UPGRADE PATH In addition to the above factors, you may also want to consider the amount of time needed to upgrade and make sure you will have full support and coverage for your solution. The timing of the availability of new solutions should not significantly alter your upgrade plans. Project Fusion will evolve as a “path” to the future, rather than a “destination” because your EnterpriseOne solution will continue to evolve over time as project Fusion technologies become available. Portions of project Fusion technology are already planned in future releases of EnterpriseOne.

If project Fusion is important to your upgrading plans, there are a few things to keep in mind. The initial application suite for project Fusion is scheduled to be released in 2008. It is important to note that the creation of project Fusion was not a result of company mergers, but is an initiative that had been planned similarly within both organizations for some time. Based on the above release timelines, we are planning to create upgrade scripts directly to project Fusion solutions for EnterpriseOne 8.11 and later releases.

The following sections show examples of upgrade paths for each release of the JD Edwards EnterpriseOne software. We would expect that customers will be on these releases for several years as well, and we have created a general set of recommended upgrade paths. While each situation is unique, these recommendations should assist in providing you with a basic framework for your upgrade discussion with your Oracle account representative.

Customers on JD Edwards EnterpriseOne Xe Customers on EnterpriseOne Xe will have full support, including access to newly created patches and fixes, upgrade scripts to the most current release of the software, and tax and regulatory updates through February of 2007. If you are on Xe, you should consider beginning to plan your upgrade in the summer of 2005 and today you can choose from EnterpriseOne 8.10 or EnterpriseOne 8.11, or upgrade to EnterpriseOne 8.12 after its planned release in 2006.

Upgrading from Xe to EnterpriseOne 8.10

Although EnterpriseOne 8.10 is not our most current release, customers may consider 8.10 if they would like to stay on a client-server architecture as discussed in the above sections. Under this scenario, a typical upgrade path for an EnterpriseOne Xe customer is depicted in the graphic below.


Upgrade Path for EnterpriseOne Xe Customers to 8.10

By upgrading to EnterpriseOne 8.10 or a later release, you get the benefit of new applications on a steady, high-quality solution, which has been available since June of 2004. Based on current support retirement dates, you could remain on 8.10 for approximately 3 years and then upgrade to the then current latest available release of the EnterpriseOne software (termed “Post 8.12” within this document). “Post 8.12”, has a tentative release date of 2007, which is subject to change. This would give you additional time to remain on client-server technology as you train your staff for the web-only application environments. You would then have additional ample time to plan for upgrades to project Fusion-based solutions.


Customers can also choose to upgrade to EnterpriseOne 8.11. This release will provide you with significant functional enhancements as well as access to the best Superior Ownership Experience available to date. In addition, as seen in the following diagram, an upgrade from EnterpriseOne Xe to EnterpriseOne 8.11 will provide ample time to consider future upgrades, including a direct upgrade to the next generation of Oracle applications within project Fusion.

Under this scenario, a typical upgrade path for an EnterpriseOne Xe customer would appear as follows.




Another option for Xe customers is to upgrade directly to EnterpriseOne 8.12, which is scheduled for release in 2006. Under this scenario, the time available to conduct the upgrade would be somewhat narrow, due to the retirement of support of Xe in February of 2007. However, once you upgrade to 8.12, you will have several years of support available to you after the launch of the initial project Fusion application suite. This gives you the opportunity to fully evaluate the solution and plan your upgrade while still being supported on your EnterpriseOne 8.12 release.

Under this scenario, a typical upgrade path for an EnterpriseOne Xe customer would appear as follows.


Customers on JD Edwards EnterpriseOne 8.0 Customers on JD Edwards EnterpriseOne 8.0 will have full support, including access to newly created patches and fixes, through February of 2007. These customers will also have access to new upgrade scripts to the most current release of the software until June of that year. In addition, tax and regulatory updates will be available to 8.0 customers until June of 2008. If you are currently running EnterpriseOne 8.0, you should consider beginning to plan your upgrade in late 2005 or early 2006. As with customers running EnterpriseOne Xe, you have several upgrade options available to you as defined above.

Customers on JD Edwards EnterpriseOne 8.9 Customers on JD Edwards EnterpriseOne 8.9 will have full support, including access to newly created patches and fixes, through September 18, 2007. These customers will also have access to new upgrade scripts to the most current release of the software until September of 2008. Tax and regulatory updates will be available until September of 2009. If you are currently running EnterpriseOne 8.9, you should consider beginning to plan your upgrade in summer of 2007 to the then


current latest available release of the EnterpriseOne software (termed “Post 8.12” within this document). “Post 8.12”, has a tentative release date of early 2007, which is subject to change. This release will provide you with ample time to consider future upgrades, including upgrades to the next generation of Oracle applications within project Fusion. The typical upgrade path for an EnterpriseOne 8.9 customer would appear as follows.

Upgrade Path for EnterpriseOne 8.9 Customers to Post 8.12

Customers on JD Edwards EnterpriseOne 8.10 Customers on JD Edwards EnterpriseOne 8.10 will have full support, including access to newly created patches and fixes, through June 21, 2008. These customers will also have access to new upgrade scripts to the most current release of the software until June of 2009. Tax and regulatory updates will be available until June of 2010. If you are currently running EnterpriseOne 8.10, you should consider beginning to plan your upgrade in 2007 to what will be the latest available release of the EnterpriseOne software (termed “Post 8.12” within this document). “Post 8.12”, has a tentative release date of early 2007 which is subject to change. This release will provide you with ample time to consider future upgrades, including upgrades to the next generation of Oracle applications within project Fusion. The typical upgrade path for an EnterpriseOne 8.10 customer is shown below.

Upgrade Path for EnterpriseOne 8.10 Customers to Post 8.12


PROJECT FUSION Project Fusion is Oracle’s long-term commitment to providing our customers with access to the technologies, services, and resources that can revolutionize their business. Project Fusion is also an architecture, one that is being developed right now to provide: the enterprisewide business intelligence you need for improved decision making, the adaptive business processes that can help you adjust to changing market conditions and competitive threats, and the lowest total cost of ownership offered by any enterprise software provider. Project Fusion is not a concept but a reality—based on technologies such as Java, composite applications built on service-oriented architectures, master data consolidation, and grid computing.

Why Project Fusion You can think of Project Fusion as the next step in Oracle applications technology which will embrace the concepts of service-oriented and standards-based information architectures. The goal is to provide for more cost effective integration, flexible business processes and improved extensibility. Project Fusion is about putting together the processes, people, and products that leverage the best from each of our applications product lines.

It is important for you that we are committed to supporting our current application solutions while at the same time pursuing new solutions based on the best technologies available. Our Fusion project reflects this goal. You can be confident that you are working with a company that is committed to supporting you now, with an eye on the future, helping to ensure that we will be there for you in the long term.

Upgrade Paths to Project Fusion We plan to provide upgrade paths from EnterpriseOne 8.11, EnterpriseOne 8.12, and “Post EnterpriseOne 8.12” to Project Fusion. This approach will provide customers with ample time to review their options and adopt new technologies.

THE UPGRADE PROCESS An upgrade project is somewhat similar to an implementation project but is significantly more efficient because it leverages work already completed. In addition, it can be operated within the existing change-management system put in place for your solution. Please note that during the upgrade, you should be sure to adopt the latest available EnterpriseOne toolsets.

Within the upgrade project, there are several key areas of work that begin with project definition and continue through the training of personnel on the new solution.


Define the Upgrade Path: As described in previous sections, you will need to make a decision regarding your upgrade path. This decision will be based on business functionality considerations, technological considerations, and usability/performance considerations, among others.

Perform an Impact Analysis: The project team should perform a full impact analysis before accepting and applying an upgrade. Impacts can occur to application behavior, systems behavior, business process, application setup, custom code, interfaced, and end-user training.

Retrofit Modifications: When you perform an upgrade to your JD Edwards EnterpriseOne system that has custom modifications, these modifications can either be preserved and brought forward or abandoned if they are no longer needed for your business. An analysis should be conducted to determine which modifications are still needed in the new system.

Develop Change Management Control Plan: This plan will identify change management “freezes” and the scheduling of concurrent projects with the goal of minimizing impact and risk within the project. The upgrade project should progress across the development, test, prototype and production environment over time.

Create Hardware and Middleware Plan: It is important to determine if new hardware and/or middleware should be implemented before upgrading your EnterpriseOne solution. In some cases, it may be best to implement the new hardware and middleware on your current release and then move those into production before beginning the EnterpriseOne software upgrade. In other cases, it may be beneficial to build out the upgraded EnterpriseOne solution on new hardware and middleware directly.

For a more detailed overview of upgrade procedures, please speak with your account executive.

NEXT STEPS We invite you to contact your account representative to get further information about the future of Oracle Applications and our commitment to your success. Your representative can help you identify the right upgrade path for your business that will meet your needs now, and in the future.

Other Resources You may also want to examine additional resources for further detailed information.


Upgrades Section of Customer Connection

Customer Connection contains a wealth of information on Upgrades including documentation, “net change” documents, presentations, Minimal Technical Requirements (MTR) guidelines, and more.

From the Customer Connection homepage, select “Implement, Optimize + Upgrade” from the navigation bar on the left and then select “Upgrade Guide”. Then select “PeopleSoft EnterpriseOne Upgrade Information” to access the latest information on upgrades. Of particular value will be the “Upgrade Value Proposition from Xe to 8.11” paper found under “EnterpriseOne Upgrade Resources”. This detailed paper outlines all of the information you need to understand the enhancements and new products that were released between EnterpriseOne Xe and EnterpriseOne 8.11.

Navigation Summary: Customer Connection Home Page >> Implement, Optimize + Upgrade >> Upgrade Guide >> PeopleSoft EnterpriseOne Upgrade Information >> EnterpriseOne Upgrade Resources.

Product Documentation

Product documentation can be found on the Customer Connection Web site. Once logged into the site, select “Support” from the navigation bar on the left and then select “Documentation.” This site provides detailed documentation for each of our releases.

Applications Strategy Briefing

We recently conducted a series of briefings covering our Applications Strategy, hosted by Oracle President Charles Phillips and Oracle Senior Vice President John Wookey. For further information, and to view the recorded session, please visit the Oracle.com Web site and type “Applications Strategy” in the search box to see the latest information.

Printed Materials

There are several additional papers, presentations, and documents available regarding Oracle’s Application Strategy available from the Oracle.com Web site.

JD Edwards EnterpriseOne Upgrade Strategies Version 2 May 2005 Oracle Corporation Worldwide Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 U.S.A. Worldwide Inquiries: Phone: +1.650.506.7000 Fax: +1.650.506.7200 oracle.com

Copyright © 2005, Oracle. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle, JD Edwards, PeopleSoft, and Retek are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

JD Edwards EnterpriseOne Upgrade Strategies...JD Edwards EnterpriseOne Upgrade Strategies Page 3 JD...

Documents

Transcript of JD Edwards EnterpriseOne Upgrade Strategies...JD Edwards EnterpriseOne Upgrade Strategies Page 3 JD...