Value of-upgrading-to-r12.1-projects

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Value of Upgrading to Release 12.1 for E-Business Suite Projects
Dean Herback Adwait Marathe
Oracle 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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EBS Product Update:
Continued Releases And Innovation
EBS
R12
EBS
R12.1
EBS
12.1.2
EBS
12.1.3
Planned
2004 2007 2009 2010 2011+
Released
Financials,
Technology
Procurement, HCM, Service, SCM, Projects,
Financials, Technology, MDM
Functional
Innovation
Major Release
Minor Release
EBS
11i10
EBS
12.x
New
EBS R12.1.3 released on Aug 20, 2010
– Functional Enhancements across suite, plus statutory/regulatory updates and error
corrections

77
THINK GLOBALLY
To Make the Right Decisions
MANAGE GLOBALLY
To Lower Cost & Increase
Performance
E-Business Suite Release 12
The 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 GLOBALLY
To Be More Competitive

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Increase Operational Control and Efficiency
What’s New in Projects
Procurement
Supply
Chain
Human
Capital
Customer &
Master Data
Management
Financials
& Projects
Applications
Technology
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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9
Application
Integration
Product
Innovation
E-Business Suite Release 12.1
Oracle 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

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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 Contracts
Project
Collaboration
Project
Management
Personalized
Role-Based Views
Global
Project
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 Overview
Functional
• 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 Customers
Upgrade 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 Projects
For 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=NO
T&id=250.1

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Building the Business Case for your Upgrade
Accelerate your evaluation and planning
http://launch.oracle.com/?OOW

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Upgrade Advisor on My Oracle Support

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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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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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R12.1 Technology Stack
Technology
Component
Version
included
11.5.10.2
Version
included
12.0.4 RI
Version included
R12.1 RI
Version
certified
with
Minimum
required
version
for upgrade
Apps Mid tier
-
Forms/Repor
ts
6.0.8.25 10.1.2.2 10.1.2.3 10.1.2.3
Apps Mid
tier- Java
Oracle Home
/
Apps Mid
tier-JDK
1.0.2.2/ 1.4.2 10.1.3.0/
1.5
10.1.3.4/1.6.0 10.1.3.5 10.1.3.4/1.6.0
Database/JD
BC
drivers
9.2.0.6/9.2.0.6 10.2.0.3 11.1.0.7/11.1.0.7 11.2.0.1 10.2.0.4/11.1.
0.7
Complete list at “Oracle E-Business Suite Release 12.1.1 Maintenance Pack Installation Instructions”
(752619.1)

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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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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

2626
• 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

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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

2929
• 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

3030
• 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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References
For 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)

Oracle OpenWorld 2010
EBS 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
Thursday
9:00 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
Thursday
10:30 AM
Moscone West
L3 3000
Managing Project Risk Using Oracle Projects
at M. A. Mortenson Company
Jeff Flake, M.A. Mortenson
Dean Herback, Oracle
Thursday
1:30 PM
Marriott Hotel
Golden Gate B
Quick Wins that will make you a hero: E-
Business Suite Projects
Carl Morley, Oracle Thursday
1:30 PM
Moscone West
L3 3000

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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

41
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 UNLIMITED
The Journey to Business Value
Choose a Path That’s Right for You

Value of-upgrading-to-r12.1-projects

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