OOW16 - Planning Your Upgrade to Oracle E-Business Suite 12.2 [CON1423]

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Planning Your Upgrade to
Oracle E-Business Suite 12.2
Key Planning Considerations
Anne Carlson
Senior Director,
Applications Strategy
Oracle
September 21, 2016

Safe Harbor Statement
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.
3

Program Agenda
1
2
EBS Strategy Overview
12.2 Upgrade Planning Considerations
Key Takeaways
4
3

Oracle E-Business Suite in the Digital World
Cloud Social
Mobile
IoTBig Data
Talent
Mgmt
Revenue
Mgmt
Recruiting
Innovation
MgmtCommerce
Financial
Reporting
Global
Trade Mgmt
Enterprise
Planning
Service
Transportation
Mgmt
Sales
Marketing
6

• Practical coexistence scenarios
• With EBS running on Oracle Cloud or
on-premises
• IoT Applications Cloud Service
– Manufacturing
– Asset Maintenance
– Logistics & Service
• In-Memory Cost Management
(IMCM) Cloud Service
• Scale your infrastructure to support
your growth
• Benefit from ongoing EBS
innovation to enable business agility
• Reduce costs and risks
Oracle E-Business Suite Cloud Strategy
Practical Paths to Oracle Cloud – Leveraging your EBS Investments
HCM
Cloud
ERP/SCM
Cloud
CX
Cloud
EBS on Oracle Cloud Hybrid with Cloud AppsSaaS on PaaS Apps for EBS
7
IoT Apps
Cloud
IMCM
Cloud

Software-as-a-Service (SaaS)
Oracle Cloud Strategy
9
Platform-as-a-Service (PaaS)
Infrastructure-as-a-Service (IaaS)

Run EBS on IaaS and PaaS Platform
Oracle E-Business Suite on Oracle Cloud
10
Compute StorageNetwork
Infrastructure
IaaS
Integration
Java
Mobile Documents
Database BI
Big Data
IoTPlatform
PaaS

• Elastic Scaling
– Usage-based pricing
– Ability to scale to support changes in workload, e.g. peak
seasons
• High Availability
– Fault tolerance in event of failures
• Reduced Cost and Risk
– Automation reduces chance of error
– IT resources can focus on higher-value business projects
• Faster Delivery of EBS Projects
– Upgrade more easily
– Deploy for new countries, new users, new modules
– Rapid dev, test and deployment of projects in the Cloud
11
Benefits
Compute StorageNetwork
Infrastructure
IaaS
Integration
Java
Mobile Documents
Database BI
Big Data
IoT
Platform
PaaS

Building Upon the Strengths of EBS Integrated Global Suite
Strategic Investments In EBS Products
Modern User Experience
and Mobility
Operational
Efficiency
Functional
Innovation
Rich functional flows for modern
business in integrated global suite
• The Subscription Economy
• Outcome-Driven Procurement
• Customer-Driven Enhancements
• Globalization and Localization
Simple and actionable user
experience for operational roles
• User Experience Convergence
• Smartphone Applications
• EBS Information Discovery
Lower effort and cost to operate
and optimize EBS system
• Online Patching
• Applications Management
• Automated Testing
12

Part of Continued Investment on EBS Release Roadmap
Oracle E-Business Suite Release Roadmap
9/2013 12/2013 9/2014
12.2 12.2.3 12.2.4 12.2.5 12.2.6 12.2.7 12.312.1 12.1.2 12.1.3 12.1.3+
5/2009 12/2009 8/2010 10/2015
New Release
9/2016
13

• Announcing E-Business Suite 12.2.6 (PDF)
• Oracle E-Business Suite Release 12.2.6 Highlights (Video)
14
EBS 12.2.6 Release Announcement and Video Highlights
Generally Available Sept 15, 2016
EBS Learning Subscription: education.oracle.com/subscriptions/ebs

Customer Choice to Use 12.1 or 12.2
Oracle E-Business Suite Support Timelines
11.5.10
GA Nov 2004
Extended12.0
GA Jan 2007
12.1
GA May 2009
12.2
GA Sep 2013
Premier
Sustaining
Sustaining
Sustaining
Sustaining
Premier
Premier
Extended Exception
Jan 2012 Jan 2015
Nov 2013Nov 2010
Sep 2013 Sep 2023
Dec 2021
Dec 2015
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
For more info, see Oracle Lifetime Support Policy: Oracle Applications
15

1. Build the Business Case for 12.2 Upgrade
2. Understand Factors Driving Time & Resources
3. Understand Online Patching Architecture
4. Plan for Impacts on Business Users
5. Plan for Impacts on Apps DBAs
6. Plan for Impacts on Customization Developers
7. Determine the Target Code Configuration
8. Plan to Provision Upgrade Environments
9. Understand the Upgrade Process
10. Test and Optimize Your Upgrade Process
12.2 Upgrade
Planning
Considerations
16

12.2 Upgrade
Planning
Considerations
17

Oracle E-Business Suite 12.2 - Highlights
• Users remain online while patches are applied
• User downtime is limited to a short cutover period
• The maintenance window in 12.2 is predictable
• Critical business operations and revenue
generating activities continue during patching
Signature Feature – Online Patching for Business Continuity
18

• Procurement
• Procurement Command Center – New Product*
• Project Procurement – New Product*
• iProcurement: Spot Buy for Privileged Requesters; 1 Step Checkout
• iProc Info Discovery: Preferred Items; Relevance Ranking; Ratings,
Reviews and Feedback, Catalog Upload via Supplier Network
• Supplier Lifecycle Mgt (SLM): Automated Assessments, Dynamic
Supplier Lists and Qualification Templates, Parallel Approvals, more
• Sourcing: Initiatives, Multiple Offers and Alternative Lines
• Services Proc: Std PO Complex Financing; Flexible Rate Cards
• Proc Contracts: Related Contracts; Contract Hierarchy with Adv Search
• Contract Lifecycle Mgt for Public Sector (CLM): Many enhancements
• Human Capital Management
• Payroll Dashboard; What-If Payslip Modeling; Enh Retropay Analysis
• Self-Service Human Resources Transaction Dashboard
• OTL: Credit Overtime as Absence Accrual; Calendar UI for Timecards
• Improved UIs: SSHR; Learning; Succession Planning
• OIC: Compensation Analytics
• Applications Technology – Functional Enhancements
• Flexfields: FF Value Security, Cross Validation Rule Testing & Reports
• WebADI & Report Mgr Enhs; Workflow attachments in email
• Lightweight MLS; Proxy User Access Control
• Financials
• GL: Journal Approvals with AME
• AP: Parallel Invoice Approvals
• AP: Transaction Tax Configuration Workbook
• AR: Receipt Application - Match Score & Knapsack Method
• AR: Manage Accounting Exceptions During Period Close
• Adv Collections: Collect on Related Accounts; Enhanced Templates
• CHRM: Volume Offer Enhancements, HTML UIs; Period Mgt
• Leasing: Enhanced Termination Processing
• Projects
• Advanced Project Planning and Control - New Product*
• Labor Costing with Projects and Payroll
• Federal Contract Billing
• Schedule of Values
• Project Cost Breakdown Structure
• Intercompany Billing for Global Operations
• PJC: Accounting Adjustment Options
• PJB: Invoice Consolidations, Expenditure Grouping, Revenue Holds
• PJT: Budgetary Controls on Financial Plans; Improved UX
• Grants: Automatic Recalc Burden Option; Award Personnel API
E-Business Suite 12.2: ERP & HCM Release Highlights
Product Family Highlights
* denotes new product for 12.1.3 and 12.2

• Asset Lifecycle Management
• Linear Asset Support
• Map Visualization for Assets and Work
• Safety Enhs: Lockout, Tagout; Calendar Based Prev Maint Schedule
• Asset HTML UIs
• Service
• Multiple Products on Service Requests; Task Status by Task Type
• Execute Project Tasks using Field Service
• Service Request Operating Unit Security with MOAC
• Service: Inquira/Oracle Knowledge Integration
• Field Service: Auto Creation of OTL Timecards; High Volume Parts
Ordering and Debriefing; Technician/Decentralized Scheduling;
• Dispatch Center: HTML UI; GPS Based Emergency Scheduling
• Spares: Warehouse Shipping Method Calendars; External Repair
Execution In-Transit Tracking; HTML Planners Dashboard
• TeleService: Contact Center HTML User Interface
• Service Contracts Configurability; HTML User Interface
• Depot : Warranty Mgt; Waste Mgt; Outsourced Repair; eClaims
• CMRO: Warranty, Fleet Forecasting; Counter Entry and Corrections
• Value Chain Planning
• Service Parts Planning: Enhanced for Automotive & High Tech
• Inventory Policy Planning; New and Enhanced UIs
• Order Management
• Contract Renewal Command Center - New Product*
• OM/Pricing: Selling Services and Subscriptions
• OM: Recurring Billing
• OM: HTML UI
• OM: Credit Checks; Holds; Manual Line Splitting of ISOs
• OM/CHRM: Enhanced Gross Margin Calculations
• Quoting: Validation Fwk; Parallel Approvals; Approvals w/eSignatures
• Logistics
• Yard Management – New Product
• LOG/OM: Advanced Catch Weight; Flexible Serial Tagging
• INV: Material Classification; HTML UIs
• WMS: Inbound Task Mgt; Nested LPNs; Zone Picking, Mobile Task UI
• MSCA: Single Sign-On Support; Personalization Enhs
• Manufacturing
• Outsourced Manufacturing – New Product*
• Just-In-Time Manufacturing (E-Kanban)
• Project Mfg: Landed Cost Mgt Support
• Process Mfg: Outside Processing; Batch Hold Mgt; Yield Mgt
• MES: Component Availability Mgt: Day 0 Clear to Build; HTML UI
• Serialized Manufacturing: Express Transact; Auto-Dekit
E-Business Suite 12.2: SCM Release Highlights
Product Family Highlights
* denotes new product for 12.1.3 and 12.2

12.2 Modern User Experience
Consistency with Cloud products
Simpler layout
Tablet-friendly
Browser screens built with Oracle Application Framework (OAF) -
enhanced with simpler layouts and tablet optimizations in EBS 12.2

EBS Release Content Documents, Doc 1302189.1
22
• One RCD per:
– Product Family
• Organized by:
– Product
– Release
– Feature
• Covers each:
– 12.1.x release
– 12.2.x release

Build the Business Case for 12.2 Upgrade
Summary
Online Patching for continuous business operation
New functionality to reduce customizations and improve automation
More modern user experience to appeal to users
Roadmap of continuing, easy-to-adopt updates on 12.2
Longer support life on 12.2

12.2 Upgrade
Planning
Considerations
24

Key Factors Driving Time and Resources
• Size of EBS footprint, uptake of new functionality
– Number of modules and business flows that will need validation
• Number and complexity of customizations and integrations
– Compliance with new 12.2 development standards, including for vendor-supplied integrations
• Other IT changes you combine with the EBS upgrade
– Moving to new HW/OS, combining multiple instances into a global single instance, etc.
• Complexity of topology
– Multiple middle tier nodes, nodes inside and outside the firewall, RAC, etc.
• Technical team skills
– Readiness to adapt to 12.2 technology changes: Online Patching and WebLogic Server

Different Project Team for the 12.1 to 12.2 Upgrade
11.5.10 to 12.1 12.1 to 12.2
26
Technical team is keyFunctional team is key
• DBAs
• System Administrators
• Customization Developers
• Financials Specialists
• Tax Specialist
• Business Process Owners

12.2 Upgrade
Planning
Considerations
27

Online Patching
Dramatically Reduce Patching Downtime
• Remove
obsolete
objects
• Restart
application on
Patch Edition
• Compile invalid
objects
• Wait for a good
downtime window
• Apply one or more
patches to the
Patch Edition
• Copy the
production app
code
• Create a new Patch
Edition in the DB
CutoverFinalizeApplyPrepare Cleanup
Users
Online
Users
Offline
Users
Online
• Online Patching cycle includes 5 phases
• Application is offline only during the “Cutover” phase
• Online Patching is used to apply all EBS patches in 12.2

• Run file system
– Used by online users
– Stores a complete copy of all
Applications and Middle Tier
code
– Logically mapped to either
fs1 or fs2
• Patch file system
– Used by patching tools
– Stores a complete copy of all
Applications and Middle Tier
code
– Logically mapped to either
fs1 or fs2
• Non-Editioned file system
– Used for data files
e.g.: data import/export files,
log files, report output files
– Only stores data files
Online Patching uses a Dual File System
fs1 and fs2 switch Run and Patch designations during the Cutover phase of an Online Patching cycle
fs1
Run
fs1
Cutover
fs1fs2
PatchPatch
fs2
Run

Online Patching is enabled by 11gR2 Database Editioning
Multiple Copies of Database Code Objects Can Coexist
• Client code connects to an
“edition” of database code
– Run Edition
• Used by online users
• Never changed by a patch
– Patch Edition
• Used by patching tools
• Changes do not affect the running application
• Patch Edition becomes the
Run Edition at Cutover
30
DBA
Business Users

12.2 Online Patching Architecture
31
Synchronization is managed
by patching tools
Editions-Enabled Database
Non-Editioned File System
Developer 10.1.2
COMMON_TOP
APPL_TOP
INST_TOP
Oracle HTTP Server (OHS)
WebLogic Server (WLS)
FS1
Developer 10.1.2
COMMON_TOP
APPL_TOP
INST_TOP
FS2PATCH_TOP
APPL_TOP_NE
LOGS
Run File System Patch File System
FS_NE

Prepare: Sync Patch & Run File Systems, Create Patch Edition in DB
32
Synchronization is managed
by patching tools
Developer 10.1.2
COMMON_TOP
APPL_TOP
INST_TOP
FS1
Developer 10.1.2
COMMON_TOP
APPL_TOP
INST_TOP
FS2PATCH_TOP
APPL_TOP_NE
LOGS
FS_NE
EBS
Patch

Apply: Apply Patches to Patch File System and Patch Edition in DB
33
Developer 10.1.2
COMMON_TOP
APPL_TOP
INST_TOP
FS1
Developer 10.1.2
COMMON_TOP
APPL_TOP
INST_TOP
FS2PATCH_TOP
APPL_TOP_NE
LOGS
FS_NE
EBS
Patch

Cutover: Restart App Tier Services on Switched Patch and Run
34
Developer 10.1.2
COMMON_TOP
APPL_TOP
INST_TOP
Run File System
Developer 10.1.2
COMMON_TOP
APPL_TOP
INST_TOP
Patch File System
FS1 FS2
FS_NE
PATCH_TOP
APPL_TOP_NE
LOGS

Database Editioning and Transactional Data
Online Patching Copies the Code, but not the Transactional Data
• A single copy of transactional data is stored in your database
– Data storage objects such as tables and indexes are “Non-editioned”
• Editioning Views project the correct logical view of physical tables to Run
and Patch Editions
– Letting patches update the data model without interfering with the running app
• Crossedition Triggers propagate data updates from Run to Patch Edition
– Replacing traditional data upgrade scripts
35

Database Editioning Views
Enable Online Patching of Data Model Updates
• Patch and Run Editions see a different
view of the table
– Code in the Run Edition sees the STATUS
column as a NUMBER
– Code in the Patch Edition sees the updated
STATUS column as VARCHAR2(30)
Run Edition View
Patch Edition View
Name Type
ID NUMBER
FILED_BY VARCHAR2(30)
STATUS NUMBER
STATUS#1 VARCHAR2(30)
Service Request Table Definition
Name Type
ID NUMBER
STATUS NUMBER
Service Request Editioning View
Name Type
ID NUMBER
STATUS VARCHAR2(30)
Service Request Editioning View
36

Crossedition Triggers during Online Patching
Map Data in Existing Rows from Run to Patch Edition
ID FILED_BY STATUS STATUS#1
Service Request Table
1 JSMITH 11
2 RGUPTA 30
3 SDUBOIS 90
OPEN
INFO_REQUESTED
FIXED
ID FILED_BY STATUS
1 JSMITH 11
2 RGUPTA 30
3 SDUBOIS 90
Run Edition View
Patch Edition View
Crossedition Trigger
ID FILED_BY STATUS
1 JSMITH OPEN
2 RGUPTA INFO_REQUESTED
3 SDUBOIS FIXED
37
• Numeric values 11, 30, 90 are mapped to character
values ‘OPEN’, ‘INFO_REQUESTED’, ‘FIXED’

Crossedition Triggers during Online Patching
Map Data in New Rows from Run to Patch Edition
ID FILED_BY STATUS STATUS#1
Service Request Table
1 JSMITH 11
2 RGUPTA 30
3 SDUBOIS 90
OPEN
INFO_REQUESTED
FIXED
ID FILED_BY STATUS
1 JSMITH 11
2 RGUPTA 30
3 SDUBOIS 90
Run Edition View
Patch Edition View
Crossedition Trigger
ID FILED_BY STATUS
1 JSMITH OPEN
2 RGUPTA INFO_REQUESTED
3 SDUBOIS FIXED
4 ACHANG 11 OPEN
4 ACHANG 11
4 ACHANG OPEN
38
• Numeric value 11 is mapped to character value ‘OPEN’

Understand Online Patching Architecture
Summary
All EBS patches for Release 12.2 and beyond are Online Patches
Online Patching of code is enabled by the new Dual File System and the
Database Editioning feature introduced with 11gR2
Online Patching of transactional tables is enabled by Database Editioning
Views and Crossedition Triggers
39
See Oracle E-Business Suite 12.2: Online Patching FAQ (Doc 1583902.1)

12.2 Upgrade
Planning
Considerations
40

Plan for Impacts on Business Users
Overview
• New, more modern user experience
• Any new functionality and business process changes you choose to deploy
• Expectations around Online Patching downtime
41

Oracle Cloud Home Page
Common Ground with Cloud Applications
User Experience Convergence
Shared User Experience Lab
EBS 12.2.4 and 12.2.5 Touch Friendly New Home Page
42

Tablet-Optimized User Interface – Receiving
Receive, Deliver and Manage Receipts on a Tablet
12.2.5 Receipts12.1.3 View Receiving Transactions
43
12.2.5

Increase Productivity with Configurable HTML UI and Tablet Friendly Layout
HTML User Interface – Order Management
12.2.4

1. See EBS Product-Specific Release
Notes for your target 12.2 release
• For 12.2.6, see Doc 2165693.1
2. Select EBS product of interest
3. See New and Changed Features
• Describes New and Changed components:
Forms, Reports, Windows, etc.
• Indicates if uptake is required vs. optional
45
EBS Product-Specific Release Notes
Review Details of 12.2 UI and Functional Changes

Online Patching Downtime
Set Appropriate Expectations for Online Patching Downtime
• Online Patching does not mean zero downtime
– There is still a brief Cutover phase during which users are offline
• DBAs can choose to combine Online Patching Cutover with other
maintenance activities that prolong the downtime, e.g.:
– Applying custom code
– Updating system passwords
– Patching the Database Tier
• Online Patching cannot be used for Database and OS patching
– Users will still experience a downtime when Database and OS patches are applied
46

12.2 Upgrade
Planning
Considerations
48

Learn ADOP – New Utility to Orchestrate Online Patching
• Steps you through the 5 patching phases
• Controls patching of file system and
database
• Lets you apply multiple patches in the
same patching cycle
• Allows automated patch execution via
input files
• Runs on all nodes in a multi-node
configuration
$ adop phase=prepare
$ adop phase=apply patches=1234,5678
$ adop phase=apply patches=4321,8765
workers=4
$ adop phase=finalize
$ adop phase=cutover
$ adop phase=cleanup
$ adop input_file=April2016.txt
50
All the Functionality of ADPATCH, and More
See Oracle E-Business Suite Maintenance Guide, Release 12.2
for adop syntax options.

10gR2 | 11g
EBS Release 12.0/12.1 Technology Stack
Client
JDBC/SQLNet
HTTP/S
Application Database
RAC & ASM
Global Single
Data Model
Forms
BI Publisher
BC4J
WebListener
10g
JSP
UIX
OC4J
51

EBS Release 12.2 Technology Stack
Client
JDBC/SQLNet
HTTP/S
Application Database
R2
Edition-Based
Redefinition
WebLogic JSP
Forms
BI Publisher
BC4J
WebListener
WebLogic Server
RAC & ASM
Global Single
Data Model
52
UIX

WebLogic Server 11g
Part of the EBS 12.2 Application Tier
53
• Familiar to some Apps DBAs/Sysadmins
• Will use both WebLogic facilities and EBS
Autoconfig for 12.2 configuration
• Don’t assume prior knowledge is sufficient
See Managing Configuration of Oracle HTTP Server and Web Application Services in
Oracle E-Business Suite Release 12.2 (Doc 1905593.1)

Oracle E-Business Suite 12.2 Configuration
Where to perform configuration changes
Fusion Middleware
Control
WLS Administration
Console
Oracle Application Manager &
Autoconfig
Database Home SID name, Listener, dbPorts, etc.
Oracle HTTP Server
Performance directives, log
configuration, ports, mod_perl,
mod_wl_ohs, etc.
WebLogic Server
oacore, oafm and
forms services, etc.
Oracle E-Business Suite
Developer 10g, Product Specific
Settings, etc.
See Managing Configuration of Oracle HTTP Server and Web Application Services in
Oracle E-Business Suite Release 12.2 (Doc 1905593.1)

EBS Release 12.2 Application Tier
Re-evaluate Application Tier Sizing
55
• WebLogic Server and Dual File System
increase sizing requirements
• Review 12.2 sizing doc
– Oracle E-Business Suite Installation
Guide: Using Rapid Install Release 12.2
• Database and Application Tier Sizing Guidelines
• Validate sizing through testing with
representative data & workloads
• Consult your hardware vendor or SI
Developer 10.1.2
COMMON_TOP
APPL_TOP
INST_TOP
Application Tier
Developer 10.1.2
COMMON_TOP
APPL_TOP
INST_TOP
FS_NE

Additional DBA Considerations
Practice EBS 12.2 Cloning
56
• Database Tier cloning process is
much the same as in 12.1
• App Tier process uses single-step
cloning of Run & Patch file systems
(since AD/TXK Delta 7)
• Before cloning, let active Online
Patching cycle run through the
Cleanup phase
Application Tier Cloning Process
See Cloning Oracle E-Business Release 12.2 with Rapid Clone (Doc 1383621.1)
Source Target
Run Run
Patch Patch
1 adpreclone
2 Copy
3
adcfgclone
dualfs=yes

Training for 12.2 Apps DBAs
• R12.2 Install/Patch/Maintain Oracle E-Business Suite
– 5-day Oracle University course with choice of:
• In-Classroom
• Live Virtual Class
• EBS Learning Subscription (self-service video training)
– Information and hands-on labs that an EBS DBA needs to get started with and
maintain an R12.2 Oracle E-Business Suite instance using WebLogic Server and Fusion
Middleware.
57
See education.oracle.com

Application Management Suite for E-Business Suite 12.2
Effectively manage EBS 12.2
• Monitor all EBS Tech stack
services and components
• Automated Cloning
• Instance administration to add or
remove managed services
• Compare run and patch editions,
technical configurations, and
patches between instances
• Performance Management &
Diagnosis: RUEI & JVM Diagnostics
• Check industry, regulatory or
company compliance standards
Simplify online patching
• Patch recommendations for
EBS applications and
technology stack components
• Simplified process for online
patching and patch promotion
policies
• Ensuring integrity of run and
patch editions
• Smooth transition to run
edition after cutover process
Streamline customizations
• Discover & Report inventory of
customizations
• Validate readiness of
customizations for online patching
standards
• Ability to package, deploy &
promote custom online patches
across multiple EBS instances
58
Operational Efficiency for Better System Management

AMS: Patch Promotion Policies: Patches Applied or Not?
• Ability to define a promotion policy that allows users to apply patches in a sequence to
the pre-production instances prior to applying the patches to production instance.
59
See Getting Started with Oracle Application Management Pack (AMP) for
Oracle E-Business Suite, Release 12.1.0.4.0 (Doc ID 1954099.1)

Plan for Impacts on Apps DBAs
Summary
Learn ADOP, a new 12.2 utility to orchestrate Online Patching
Learn to use WebLogic Server 11g with Autoconfig for 12.2 configuration
Re-evaluate Application tier sizing for WebLogic Server & Dual File System
Practice EBS 12.2 cloning, including single-step cloning of Run & Patch file
systems
Consider using Application Management Suite for E-Business Suite for
added flexibility and automation
60

Related Sessions
Patching & Maintenance
WED
Sep 21
4:15 PM
Moscone West – 3024
CON6702-Enterprise Manager 13c Cloud Control for Managing Oracle E-Business Suite
Angelo Rosado, Sr. Principal Product Manager, Applications Technology, Oracle E-Business
Suite
THU
Sep 22
9:30 AM
CON6725-Maintenance Strategies for Oracle E-Business Suite
Elke Phelps, Sr. Principal Product Manager, Applications Technology, Oracle E-Business
Suite
THU
Sep 22
10:45 AM
CON6710-Online Patching with Oracle E-Business Suite 12.2
Kevin Hudson, Senior Director, Applications Technology, Oracle E-Business Suite
61

12.2 Upgrade
Planning
Considerations
62

Evaluating Customizations
Discover, Inventory, and Analyze Your Existing Customizations
• Many Systems Integrators have services and tools to inventory CEMLIs
– Configurations, Extensions, Modifications, Localizations, and Integrations
• Oracle Advanced Customer Services has a CEMLI Catalog Service
– Inventories CEMLIs by name, type and location
• Oracle Consulting has an EBS CEMLI Analysis Tool and Services
– Free CEMLI benchmarking and analysis for any EBS customer evaluating an upgrade
• Oracle offers a product that reports on your EBS customizations
– Application Management Suite for E-Business Suite 12.2

Remediating Customizations
Plan for 12.2 Impacts on Customizations You Decide to Upgrade
• 12.2 data model changes
– See EBS Data Model Comparison Report (Doc 1290886.1)
• New 12.2 UI standards for OA Framework-based pages
– See Oracle E-Business Suite Release 12.2 Upgrade Considerations for OA Framework-
based Applications (Doc 1927975.1)
• New 12.2 development standards for Online Patching compatibility
– See Developing and Deploying Customizations in Oracle E-Business Suite Release 12.2
(Doc 1577661.1)

Decide Which Standards Compliance Level to Target
New 12.2 Development Standards for Custom Code
Minimal Full
• Optional, additional standards
must be met for custom code to
be Online Patchable
• Required, minimal set of
standards must be met for custom
code to run correctly on 12.2
• Decision is based on importance of minimizing downtime
• In either case, EBS Patches are always applied online

Custom Code is Fully Compliant with 12.2 Standards
Apply Custom Code While Users are Online, Incur Brief Cutover Downtime
• Remove
obsolete
objects
• Restart
application on
Patch Edition
• Compile invalid
objects
• Wait for a good
downtime window
• Apply EBS patches
to the Patch
Edition
• Apply custom
code patches to
the Patch Edition
• Copy the
production app
code
Edition in the DB
Users
Online
Users
Offline
Users
Online
• Apply to the Patch Edition while users are online
• Patch both EBS and custom code during same Apply phase
• Restart application on Patch Edition after brief Cutover period
67

Custom Code is Minimally Compliant with 12.2 Standards
Apply Custom Code During Extended Cutover, Prolonging the Downtime
• Remove
obsolete
objects
• Apply custom code
to the new Run
Edition during
Extended Cutover
• Compile invalid
objects
• Wait for a good
downtime window
• Copy the
production app
code
Edition in the DB
Users
Online
Users
Offline
Users
Online
• Prevent automatic restart at end of Cutover
• Apply custom code directly to new Run Edition
• Restart application after Extended Cutover period
68
Extended
Cutover
• Apply EBS patches
to the Patch
Edition

Consistency with New Logical View of the Data Model
APPS APPLSYS
WF_ITEMS
(Synonym)
WF_ITEMS
(Table)WF_ITEMS#
(Editioning view)
• E-Business Code
• Custom Code
• 3rd Party Code
• All code must access the data model via the APPS synonym
• APPS synonym points to the Editioning View (logical model)
• Any code accessing the physical model risks accessing obsolete columns
69

Identify 12.2 Standards Violations and Recommended Fixes
Oracle-Provided Reports to Check for Standards Compliance
Summary Readiness Report
Custom DB schemas you must register with
EBS before Online Patching Enablement
Manual Fix Readiness Report
Custom DB objects you must manually fix
before Online Patching Enablement
Database Standards Checker
DB objects and code that violate 12.2
development standards*
File System Standards Checker
File system source files that violate 12.2
development standards
See Using the Online Patching Readiness Report in Oracle E-Business Suite Release 12.2 (Doc 1531121.1)
* Distinguishes between Minimal versus Full standards compliance

Preparing Custom Code: Prior to 12.2 Upgrade Project
71
Run Reports and Apply Fixes Today to Avoid Rework at Upgrade Time
Get the reports patch
for your current
release (11.5.10,
12.0, or 12.1)
Run reports
on current
release
Apply recommended
fixes in test
environments
Iterate until compliant
Deploy
remediated code
in production
(optional)
Recommended fixes
are backward
compatible

Preparing Custom Code: During 12.2 Upgrade Project
72
Run Reports During Practice Upgrade Cycles to Confirm Standards Compliance
Upgrade to
12.2.0
Run reports
on 12.2.0
Apply recommended
fixes to custom DB
code and schemas
• Iterate until compliant for DB
• Apply MT fixes at later stage
Re-run reports to
confirm standards
compliance
Run Online
Patching
Enablement
Automatically fixes
many violations

Evaluating Custom and Third-Party Integrations
Determine if Changes Are Needed
• Some integrations will need changes to comply with 12.2 standards, e.g.:
– Integrations that make a direct connection to the EBS database
– Integrations implemented as custom EBS apps, or those that install triggers invoked
by an EBS app
• Other integrations will not require changes, e.g.:
– Integrations that do *not* make a direct connection to the EBS database
– Integrations that work through EBS web services, file import, or other app tier APIs
• Confirm that your third-party integrations have been validated with 12.2
– Some vendors register their integrations with Oracle: Oracle Validated Integrations
73
See Guidance for Integrating Custom and Third-Party Products with Oracle E-Business Suite Release 12.2 (Doc 1916149.1)

Plan for Impacts on Customization Developers
Summary
Inventory customizations, decide which ones to upgrade to 12.2
Review new 12.2 development standards for custom code and many
integrations
Decide on Minimal vs. Full standards compliance based on importance of
minimizing patching downtime
Leverage Oracle-supplied reports today to prepare custom code for 12.2
Evaluate custom and third-party integrations to see if 12.2 changes are
needed
74

Related Session
Customizations
THU
Sep 22
1:15 PM
CON6708-Migrating and Managing Customizations for Oracle E-Business Suite 12.2
Santiago Bastidas, Sr. Principal Product Manager, Applications Technology, Oracle E-
Business Suite
Confidential – Oracle
75

12.2 Upgrade
Planning
Considerations
76

Plan for Required OS Platform
If Currently on 32-bit Windows or Linux, Must Upgrade to 64-bit
• If you didn’t change to 64-bit operating system during your 12.1 project,
you must do so during your 12.2 project
– 11.5.10: Windows and Linux are certified for 32-bit only
– 12.1: Windows and Linux are certified for both 32- and 64-bit
– 12.2: Windows and Linux are certified for 64-bit only
77
See Oracle E-Business Suite Upgrades and Platform Migration (Doc 1377213.1)

Determine the Target Database Code Level
Get to Latest Certified Database Patch Set Prior to EBS Upgrade
• Plan to go live on latest certified database patch set
– As of OOW 2016, latest patch set is 11.2.0.4 or 12.1.0.2
• Identify missing database patches needed for EBS 12.2
– Run EBS Technology Codelevel Checker (ETCC): checkDBpatch script (Patch 17537119)
• Apply missing database patches
– See Oracle E-Business Suite Release 12.2: Consolidated List of Patches and Technology
Bug Fixes (Doc 1594274.1) for guidance
78
See Database Preparation Guidelines for Release 12.2 Upgrade (Doc 1349240.1)
✓

Determine the Target Middle Tier Code Level
• As of OOW 2016, 12.2 upgrade
installs Fusion Middleware 11.1.1.9
• Identify missing middle tier patches
needed for 12.2
– Run EBS Technology Codelevel Checker
(ETCC): checkMTpatch script (Patch
17537119)
• Apply missing middle tier patches
79
Get to Latest Middle Tier Patch Level
Application Tier
Forms 10.1.2
OHS
Oracle Common
WebLogic
✓
✓
✓
✓
Forms 10.1.2
OHS
Oracle Common
WebLogic
✓
✓
✓
✓
FS1 FS2
INST_TOP
COMMON_TOP
APPL_TOP
INST_TOP
COMMON_TOP
APPL_TOP

Determine the Target Apps Code Level
Get to Latest Patching Technology and EBS Code Level
• Apply latest patching technology with AD and TXK RUPs
– R12.AD.C.delta.8 / R12.TXK.C.delta.8 has been available since Sept 2016
– Expect frequent updates of 12.2 AD and TXK
• See Applying the Latest AD and TXK Release Update Packs to Oracle E-Business Suite Release 12.2
(Doc 1617461.1)
• Apply latest EBS RUP
– EBS R12.2.5 has been available since Oct 2015
– EBS R12.2.6 has been available since Sept 2016
• For enterprises requiring localizations
– E-Business Suite Add-on Localizations - 12.2.6 Availability (Doc 1491965.1)
80
✓

12.2 Upgrade
Planning
Considerations
81

Plan for Adequate Compute Capacity
Consider CPU and Memory Needed for Online Patching
• Critical business operations continue during Online Patching
• System resources consumed by a patch can be throttled
• If your 12.1 production operation fully utilizes CPU and memory, you may
need additional hardware resources
• Plan to do a hardware capacity analysis
– Discuss with your systems integrator (SI) or hardware vendor
See Oracle E-Business Suite Installation Guide: Using Rapid Install Release 12.2

Plan for Required Storage
Consider Disk Space Needed for Online Patching
• Database
– SYSTEM tablespace needs double its current space allocation
• 25GB increases to 50GB
– SEED tablespace needs double its current space allocation
• 5GB increases to 10GB
• File System
– Two file systems need double the space of one file system 
See Oracle E-Business Suite Installation Guide: Using Rapid Install Release 12.2

Typical EBS Projects Require Additional Infrastructure
Use Cases
• New Implementations
• Global Rollouts
• Upgrades
• Evaluating EBS
• Business/Process Changes
• Routine Maintenance
Non-Production
/ Dev -Test
Production
Instances
Typical EBS Instance Strategy
Go-Live
Train Users
Plan/Build/Test
Evaluate
Typical Methodology
84

Non-Production
/ Dev -Test
Production
Instances
Start with your “Dev/Test” env to Oracle Cloud
Typical Instance Strategy
Clone your
Non-production,
Dev/Test
environments to
Oracle Cloud
85
ORACLE Cloud
on-premises

• EBS 12.2.5 Demo Install Image
• EBS 12.2.5 Fresh Install Image
• EBS Provisioning Tools Image
• EBS Development Tools Image
• EBS Information Discovery v6
– For 12.1.3 and 12.2.5
• EBS OS-Only Image
– To support the “Lift and Shift”/cloning for
12.1.3 and 12.2.3+
Quick Provisioning from Marketplace
86
Provision EBS Images Directly from Oracle Cloud Marketplace
Oracle Cloud Marketplace

• “Lift and Shift” your EBS Environment to Oracle Cloud
– Using the EBS Cloning utility
– Leveraging EBS OS-Only Image
– Supporting both EBS 12.1.3 and 12.2.3+
87
Bring your EBS Environment to Oracle Cloud
Cloud EBS Instanceson-premises EBS Instances
EBS Dev EBS Dev EBS Training
SSH
EBS TestEBS Test EBS Training
Customer Datacenter ORACLE Cloud

http://docs.oracle.com/cd/E72030_01/infoportal/ebsoc.html
Getting Started – Additional Resources

https://blogs.oracle.com/EBSandOracleCloud/
Blog: Oracle E-Business Suite and Oracle Cloud
• Live since 1st June 2016
• 20 Articles since 1st June 2016
• Dedicated to EBS and Oracle Cloud Topics
• Sponsored by EBS Development Executives
Subscribe by Email

12.2 Upgrade
Planning
Considerations
90

Understand the Upgrade Process
Overview
• You perform the 12.2 upgrade during downtime
• The upgrade includes additional steps to enable Online Patching
• You get Online Patching as a result of doing the 12.2 upgrade
91

Required Pre-Upgrade Steps – Before Main Upgrade Downtime
12.2 Technical Upgrade Process
1. Prepare
Database
2. Lay Down File
System
• Ensure the database is at the minimum certified (11.2.0.4) OR latest certified version (12.1.0.2)
• Apply missing database patches identified by EBS Technology Codelevel Checker (ETCC)
• Option to prepare the database in a separate downtime, prior to EBS upgrade downtime
• Option to migrate to a new platform in prior downtime if intermediate configuration is certified
• Use Rapid Install to lay down 12.2.0 tech stack & apps tier code and create the dual file system
• Apply missing middle tier patches identified by EBS Technology Codelevel Checker (ETCC)
• Option to migrate to a new middle tier platform by performing Rapid Install on the new platform
• No downtime is required for this step

Required Downtime Steps – During Main Upgrade Downtime
• Must upgrade to EBS 12.2.0 prior to enabling Online Patching
• Before upgrading to 12.2.0, apply latest fixes to existing patching mechanism and upgrade scripts
• Do NOT bring up the system at 12.2.0 level OR perform post-12.2.0 upgrade steps
• Update custom database code and schema per Online Patching Readiness Reports
• Run Online Patching Enablement to turn on database editioning and install editioning views
• From here on, all patches are applied using 12.2 Online Patching
• Apply latest AD/TXK and EBS 12.2.X RUPs using Online Patching in special “downtime mode”
• Complete post-upgrade steps (post-12.2.0 followed by post-12.2.X)
• Apply Patch Wizard Recommended Patches
3. Upgrade to
12.2.0
4. Enable Online
Patching
5. Upgrade to
12.2.X

Conditional Uptime Steps – After Main EBS Upgrade Downtime
• Option to bring system up for testing
• Apply translation patches as needed using Online Patching
• Deploy Apps tier custom code and integrations per new 12.2 process
• Deploy external integrations per integration-specific docs
• Once at target code level on a single node, add nodes and/or managed servers per prior sizing
analysis
6. Apply
Translations
7. Deploy
Custom Code &
External
Integrations
8. Configure
System to
Production
Capacity

Key Takeaways
Critically important to follow latest, documented upgrade instructions:
– Oracle E-Business Suite Upgrade Guide, Release 12.0 and 12.1 to 12.2
– Oracle E-Business Suite Release Notes, Release 12.2 (Doc 1320300.1)
Seek Oracle Support’s help when obstacles are met (don’t improvise)
95

Related Sessions
Technical Upgrade
THU
Sep 22
12:00 PM
CON6714-Technical Upgrade Best Practices for Oracle E-Business Suite 12.2
Udayan Parvate, Senior Director, Release Engineering, Quality and Release Management,
Samer Barakate, Senior Director, Applications Performance, Oracle E-Business Suite
96

Future Direction – Optimized Technical Upgrade Process in the Cloud
Use Cloud images to facilitate EBS upgrade in the Cloud
– Oracle DB home, pre-patched with database patches required by EBS
– 12.2.0 and 12.2.X file systems, pre-patched with applications and middleware patches
required by EBS
Goals: Apply fewer patches, less error-prone
97
Roadmap

Related Sessions
Cloud Technical Insight
WED
Sep 21
12:15 PM
CON6723-Oracle E-Business Suite on Oracle Cloud - Technical Insight
Veshaal Singh, Vice President, Applications Technology Development, Oracle E-Business
Suite
98

12.2 Upgrade
Planning
Considerations
99

Test and Optimize Your Upgrade Process
Overview
• As for any upgrade to a major new release level …
– Plan to do full functional testing
– Plan to do load and volume testing
– Include customizations and integrations in your test plans
• Plan to test the Online Patching cycle on the upgraded system
• Plan to minimize upgrade downtime
100

• Load and Performance Style Testing
• Web and Oracle Application Testing Accelerators
• Smart Integration with EM Diagnostics
• Test Planning, Requirements and Test Cases
• Defects Tracking
• Reporting
• Functional and Regression Testing
• Web and Oracle Application Testing Accelerators
• Oracle Flow Builder
Oracle Applications Testing Suite (OATS)
Operational Efficiency through Test Automation
Oracle Functional Testing Suite
for Oracle Applications
Oracle Load Testing Suite
for Oracle Applications
Oracle Test Manager
101

Oracle Functional Testing Suite for Oracle Applications
102
• Use Flow Builder to Generate Test Scripts
• Start with EBS Pre-Built Test Content
– 3600+ components and 230+ flows across EBS
• Create and Maintain Your Test Scripts
– Add Your Flows & Data
– Extend with More Components
For Both 12.1.3 and 12.2
Generate
Test
Automation
Scripts
OpenScript
Record & Playback
+ Advanced Scripting
Flow Builder
Framework to combine
flows and data to
generate test scripts
EBS Pre-Built
Test Content
Your
Data
Your
Flows
OracleFunctionalTestingSuite
forOracleApplications
EBS Quality Assurance Team
Reduced Automation Time by 60%
Record
Manually
Test Script Generation with Flow Builder and Testing Pack

Plan to Test Online Patching Cycle on Upgraded System
Test Online Patch Cycle During Practice Upgrades
• Test Online Patches on a system that matches your production topology
• Especially critical for complex topologies, such as those involving:
– Multiple nodes
– Nodes inside and outside the firewall (DMZ)
– RAC
103

Plan to Test Online Patching Cycle on Upgraded System
Where and Where Not to Test Online Patches
• Must apply and validate every Online Patch on a test system
– Consider performing tests with users online during patch application
• Patch Edition is not a test environment
– Designed solely for reducing patching downtime
– Usable only when an Online Patching cycle is in progress
– Cannot be accessed by end users
104

Plan to Minimize Upgrade Downtime
• Mix of modules & functionality and associated data volumes
– Scripts and jobs that change the data model can run long, especially if data volumes are high
• Hardware resources
– How much CPU, memory, and IO are available?
• Other IT changes you make during the EBS upgrade downtime
– Are you upgrading the database, switching platforms, moving data centers?
• Number and complexity of customizations and integrations
– Additional time is needed to deploy and test customizations and integrations
• Amount of upgrade practice and optimization
– Are you optimizing performance with each practice upgrade?
Required Downtime Will Depend on Factors Unique to Your Circumstances

Plan to Minimize Upgrade Downtime
Allow Time for Several Practice Upgrades
• Iterate on a step-by-step plan of tasks and timings
– Ensure your plan is consistent with latest upgrade documentation
– Use a topology and data similar to your production environment (should be a recent clone)
• With each iteration, optimize your timing
– Tune performance of the core upgrade driver
• Identify long-running jobs & SQLs, check MOS for known issues & workarounds
– Minimize duration of tasks done before & after core upgrade driver runs
• For example: interim backups, final acceptance testing
• Repeat practice upgrades until the process is predictable and fits within your
downtime window, with no outstanding issues
106
See Best Practices for Minimizing Oracle E-Business Suite Release 12.1.3 and 12.2.n Upgrade Downtime (Doc 1581549.1)
See Express Diagnostics of Oracle E-Business Suite Release 12 Upgrade Performance Issues (Doc 1583752.1)

Related Sessions
Technical Upgrade & Upgrade Performance
THU
Sep 22
12:00 PM
CON6714-Technical Upgrade Best Practices for Oracle E-Business Suite 12.2
Udayan Parvate, Senior Director, Release Engineering, Quality and Release Management,
Samer Barakate, Senior Director, Applications Performance, Oracle E-Business Suite
107

Key Takeaways
108

Key Takeaways for 12.2 Upgrade Planning
 All EBS patches for 12.2 and beyond are Online Patches
 Business users will experience a new, more modern UI and any new
functionality you choose to implement
 DBAs will use ADOP to orchestrate Online Patching, and both WebLogic
Server and EBS AutoConfig to make configuration changes
 Developers can apply new 12.2 standards to custom code TODAY,
leveraging Oracle-provided compliance reports
 IT team can provision additional environments on Oracle Cloud to
support the 12.2 project
109

• EBS Documentation and Training
– EBS 12.2 Information Center on MOS
– EBS Release Content Documents
– EBS Transfer of Info (TOI) Online Training
– EBS Documentation Web Library
• EBS Learning Subscription via OU
– education.oracle.com/subscriptions/ebs
110
Where to Find More Information on EBS
EBS 12.2 Information Center
EBS Learning Subscription via OU

Oracle E-Business Suite Learning Subscription
• Free access to hundreds of videos
– What’s New, Virtual Conference, User
Experience, Advice from Development
• Subscription access to over 500 technical
and functional training sessions
• Continuous updates and additions
Stay Up-to-Date on Everything Oracle E-Business Suite
education.oracle.com/subscriptions/ebs
111

OOW16 - Planning Your Upgrade to Oracle E-Business Suite 12.2 [CON1423]

OOW16 - Planning Your Upgrade to Oracle E-Business Suite 12.2 [CON1423]

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OOW16 - Planning Your Upgrade to Oracle E-Business Suite 12.2 [CON1423]