Planning Your Oracle e Business Suite Upgrade From Release 11i To 12.1 and Beyond

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Planning Your Oracle E-Business Suite Upgrade from Release 11i to 12.1 and Beyond
Dr. Nadia Bendjedou Senior Director Product Strategy, Oracle Applications
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
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 Oracles products remains at the sole discretion of Oracle.
Planning Your Upgrade Agenda

Business Value of the Upgrade Best Practices
Starting Your Upgrade Project Planning Your Upgrade Approach Preparing for Your Upgrade Execution
Upgrade Process Overview Customer Upgrade Snapshots Extended Support for 11i and Additional Resources
3 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Business Value of the Upgrade
Oracle E-Business Suite

Focused on Financials and Technology
Financials
Applications Technology
Procurement
E-Business Suite 12
Human Capital Asset Lifecycle & Service Supply Chain
Greater Control with Increased Flexibility

Global Financials Architecture
UNIFIED BANK ACCOUNT MODEL
WHATS NEW IN 12 Ledgers and Ledger Sets Rules-based Accounting Engine Unified Bank Account Model Centralized Payments Global Tax Engine Global Intercompany System RESULTS Faster, simpler period end processing Easily meet local accounting requirements Streamline intercompany trading and reconciliation Adapt quickly to regulatory changes More productive shared service centers
Legal Entity Operating Units
CENTRALIZED PAYMENTS ENGINE Funds Capture and Disbursement
Payments Engine
ONE GLOBAL TAX ENGINE Centrally managed rules
Consistent tax services

Tax Determination Process
Regime Applicable Taxes Tax Status, Rate Taxable Tax Basis Calculation
Oracle E-Business Suite

Substantial Value in Every Area
Financials Procurement & Projects Applications Technology Procurement
E-Business Suite 12.1

Human Human Capital Capital Asset Lifecycle Asset Lifecycle & Service & Service Supply Chain
Oracle E-Business Suite R12.1

Enhanced Product Areas
Procurement HCM Financials SCM Projects CRM MDM Industries
8
New Products in 12/12.1

Spend Analysis, Classification & Supplier
Lifecycle Management
Buyers Workbench, Sourcing, Contracts,

Electronic Invoicing, iSupplier Portal
Learning Mgmt, Recruiting, Performance

Mgmt, Talent Profile, Incentive Compensation
Succession Planning, Incentive Comp

Analytics/ HR Analytics
Shared Services, Advanced Collections,

Internet Expenses, Channel Revenue Mgmt
Financials Accounting Hub, Federal

Financial Analytics
Enterprise Asset Management, Warehouse

Management
Value Chain Planning, Landed Cost

Management, Manufacturing Execution
Project Management for Asset Based

Industries (Util, E&C, O&G etc.)
Projects Analytics, Primavera Integration Price Protection, Supplier Ship & Debit PIM for Telco, PIM for Retail, Site Hub,
Supplier Hub
Service & Field Service Core Product Hub
Wholesale Distribution, Public Sector, High Technology , Engineering & Construction, Life Sciences, Retail, Professional Services, Communications, Consumer Goods, Utilities
Finding Additional Information

Accelerate your evaluation and planning
Contains Presentations RVPs RCDs TOIs Videos Customer Stories White Papers http://launch.oracle.com/?OOW Etc.
EBS Product Update: Continued Releases & Innovation

Ongoing Consumable Low Upgrade Cost Point Releases
Released 11i10 12 12.1

12.1.2 12.1.3
Planned 12.x
RUP1RUP2RUP3
Major Release Minor Release
Nov. 2004
Jan. 2007
May 2009
Dec 2009
Aug 2010
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Best Practices
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Starting Your Upgrade Project

1. Assemble the right project team 2. Allocate enough time and resources 3. Establish the target release
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1. Assemble the Right Project Team

Include All of the Relevant Stakeholders
Dedicated Project Manager
Steering Committee
Technical Team
DBA Apps (mid-tier) Specialist Performance Specialist Customization Developer
Business Process Owners

Functional Specialists
Tax Specialist
2. Allocate Enough Time and Resources

11i to 12.1 upgrade is bigger than 11i Maintenance Pack upgrades (e.g., 11i9 to 11i10)
Significant changes in Financials functionality and data model More flexible implementation options
Time and resource estimates from 11i Maintenance Pack upgrades may not apply
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2. Allocate Enough Time and Resources

Required time and resources will depend on your circumstances
Number of EBS modules youve implemented Scope and complexity of your customizations Number and extent of your integrations Effort you typically invest in testing major release level changes Other systems changes youre combining with the upgrade
There are many SIs and Consultants with 12.1 upgrade experience to help you estimate
3. Establish the Target Release

12.1.3 Became Available in August 2010
Do Rapid Install to get 12.1 tech stack and product files Apply latest Release Update Pack (12.1.3)
Legislative and regulatory updates Minor enhancements Error corrections
Apply critical patches for the products in your footprint

Recommended R12 Patches in MOS Patches &Updates
Ask Support to help identify 11i fixes that also apply to 12.1.3
11i bug fixes issued after May 2010 may not be included in 12.1.3
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Planning Your Upgrade Approach

1. 2. 3. 4. 5. 6. Decide: upgrade vs. reimplement Upgrade before expanding your footprint Plan for some Financials setup Plan the upgrade of customizations Plan for related systems changes Preview Release 12.2
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Upgrade
Current 11i Instance
Financials & Financials & Projects Projects
Procurement Procurement
Run Oracle tools on your current instance to Install 12.1 file system Upgrade all data to 12.1
Applications Applications Technology Technology
E-Business E-Business Suite Suite 12.1 11i10

Human Human Capital Capital Supply Supply Chain Chain
Asset Lifecycle Asset Lifecycle & Service & Service
Go live on your upgraded instance
Upgraded 12.1 Instance

Reimplement
Current 11i Instance New 12.1 Instance Use Oracle tools to install a new 12.1 instance Do setups on the new instance
Procurement
Financials & Projects Applications Technology Applications Technology
Financials & Projects
Procurement
11i10
Human Capital Supply Chain
Data Migration
Human Capital
12.1
Supply Chain
Migrate data from your legacy instance using Oracles: Interface tables
Asset Lifecycle & Service
Legacy Instance
Go live on your reimplemented instance Reimplemented Instance
APIs
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Upgrade and Consolidate

Financials & Projects Applications Technology Procurement
US-HQ
Financials & Projects Applications Applications Technology Technology Procurement Procurement
Europe
Human Capital
E-Business Suite 11i10 11i10

Upgrade your USHQ instance to 12.1 Do international setups on the upgraded instance Migrate data from your international instances Go live on your global single instance
Supply Chain
E-Business Suite 12.1 11i10

Human Human Capital Capital Procurement Asset Lifecycle & Service Supply Suppply Chain Chainl
Financials &
Asia Pacific Projects
Asia Pacific
Human Capital
E-Business Suite 11i10 11i10

Supply Chain
Global Single Instance
Legacy Instances
1. Decide: Upgrade vs. Reimplement

Do an upgrade if you:
Are satisfied with core Financials configurations, including:
Chart of Accounts definition Costing Method Calendar
Run a single instance of EBS Use standard business processes with minimal customization Want to carry forward historical transaction data
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1. Decide: Upgrade vs. Reimplement

Consider a reimplementation if you:
Are dissatisfied with core Financials configurations, including:
Chart of Accounts definition Costing Method Calendar
Want to combine instances into a new gold instance Want to standardize business processes and eliminate numerous customizations
In practice, we see many more upgrades than reimplementations

AT&T Inc. Upgraded to Oracle E-Business Suite Release 12 to Centralize Accounting Processes
COMPANY OVERVIEW
One of the worlds largest Telecommunications companies

Industry: Communications Employees: 294,600 Revenue: US$124 billion
CHALLENGES/OPPORTUNITIES
Upgrade the companys existing Oracle enterprise resource

planning (ERP) system to accommodate recent communications industry acquisitions and more easily incorporate international operating companies
CUSTOMER PERSPECTIVE We upgraded to Oracle E-Business Suite Release 12 and Oracle Financial Accounting Hub to achieve greater efficiency and effectiveness globally in the wake of our recent acquisitions and our plan to centralize accounting for all of our worldwide operating companies. Oracle helped us to achieve that goal on time and on budget Roxanne Shelton, Executive Director, Financial Applications RESULTS Enabled users to get financial results more quickly and get up-to-date data in the hands of decision makers, ultimately accelerating monthly financial close by nearly 25%
Support centralization of business operations to achieve

greater consistency, data reliability, and global visibility SOLUTIONS Oracle Financials Oracle Fixed Assets Oracle Financial Accounting Hub Oracle Project Costing
Standardized accounting rules, reducing the chart of

accounts by 1/3
Streamlined processing of more than 1.2 million invoices

per month
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2. Upgrade Before Expanding Your Footprint

If you want to add more EBS products to your footprint:
a) Implement more products at the 11i level, then upgrade later b) Implement more products in a separate 12.1 instance c) Upgrade to 12.1 first, then implement more products
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If you want to add more EBS products to your footprint:
a) Implement more products at the 11i level, then upgrade later b) Implement more products in a separate 12.1 instance c) Upgrade to 12.1 first, then implement more products
25

Upgrade to 12.1 first, then implement more products
Many products are much stronger at the 12.1 level Dont implement more products in a separate 12.1 instance unless you plan to keep separate instances Dont slow progress towards 12.1 with numerous 11i projects
Related point dont split to two instances to upgrade one product area ahead of another
Chicago Public Schools Upgraded to Oracle E-Business Suite Release 12.1 on Time
COMPANY OVERVIEW CUSTOMER PERSPECTIVE
Nations third largest school district with about 407,000 students in 666 schools
Industry: Public Sector

Employees: 55,000 Revenue: US$6 billion
CHALLENGES/OPPORTUNITIES
Upgrade the school districts existing Oracle enterprise resource planning (ERP)
system to gain new functionality and to enable the system to scale for future growth under extreme budgetary and staffing constraints
We went live with Oracle E-Business Suite Release 12.1 on time and on budget. The new features in the latest version will enable us to operate more efficiently and effectively, such as managing our US$6 billion capital and grant monies. Prasad Nettum, Director for Enterprise Financial Systems
RESULTS
Review and reduce 100+ customizations for better management efficiency Implement additional modules on the latest version of Oracle E-Business Suite to
save time and money SOLUTIONS Oracle Financials Oracle Procurement Oracle Projects Oracle Enterprise Asset Management Oracle User Productivity Kit
Completed the aggressive upgrade within

the original project timeline and budget despite changes half way through
Solved problems quickly and met

aggressive goals with a small IT staff
Managed and monitored work orders more

efficiently
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3. Plan for Some Financials Setup

Even in the upgrade case, plan on reviewing your Financials setups
Some setups done separately in 11i modules are centralized in 12.1
Validate that new centralized setups reflect consistent tax and accounting treatments that you expect
UNIFIED BANK ACCOUNT MODEL CENTRALIZED PAYMENTS ENGINE Funds Capture and Disbursement ONE GLOBAL TAX ENGINE Centrally managed rules Consistent tax services
Legal Entity Operating Units
Payments Engine
Regime
Tax Determination Process

Applicable Taxes Tax Status, Rate Taxable Tax Basis Calculation
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3. Plan for Some Financials Setup

Lots of information to help you understand Financials upgrade impacts
Oracle Financials & Procurement Functional Upgrade Guide
Architecture changes, data migration
R12 Upgrade Considerations by Product (Doc 889733.1)

Process changes, configuration changes, hints and tips
Accounting Setup Manager Pre-Update Diagnosis Report

Setup inconsistencies you should resolve before upgrade
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4. Plan the Upgrade of Customizations

Inventory Customizations and Prioritize for Upgrade
Review 12.1 functionality to see what is now available in the product

Save money by retiring customizations
Research country-specific localizations

See Introduction to Add-On Localizations, Doc 429042.1
Consider engaging Oracle Consulting for a CEMLI review

Customization, Extension, Modification, Localization, and Integration
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Adapt Custom Code to Data Model Changes
EBS Data Model Comparison Report (Doc 1290886.1) lists database object definition changes between:
11.5.10.2 and 12.1.3 12.0.4 and 12.1.3 12.0.6 and 12.1.3
Example impacts:
Switch custom reconciliation reports from distribution lines in separate applications to new Subledger Accounting (XLA) tables Update custom Oracle Discoverer Business Areas

Adapt Custom Code to Technology Changes
Custom code in standard 11i development technologies is generally compatible

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OA Framework Oracle Forms Oracle Reports Oracle Workflow

Mod_plsql Oracle Reports Server Reports Oracle Graphics integrations with Oracle Forms AK mode of OA Framework
Certain technologies have been replaced (see Doc 374398.1)

Consider Migrating Custom Oracle Reports to BI Publisher
You can migrate to BI Publisher before you upgrade

May need to adjust queries, but formatting remains valid Leverage delivered BI Publisher templates or use migration utility
33

Consider Replacing Custom Discoverer Reports with OBIA /OBIEE You can continue to use Oracle Discoverer in 12.1 for custom analytic reports
If re-implementing custom Discoverer reports, consider replacing them with Oracle BI Applications (OBIA)
Pre-built, pre-integrated analytics for Oracles ERP and CRM offerings Built with OBIEE, Oracles strategic business intelligence platform
34

Plan for New or Reimplemented Custom Screens
Use personalization functionality where possible

OA Personalization Framework, Flexfields, Folders
Extend incrementally using standard E-Business Suite technologies

OA Framework, Oracle Forms, Oracle Workflow
Consider new Fusion Middleware tools such as ADF and SOA Suite for separate custom applications
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5. Plan for Related Systems Changes

Database and Operating System Levels
Before upgrading, must be on a 12.1-certified database level: 10gR2, 11gR1 or 11gR2
Consider getting to latest DB level certified for your EBS level

Both 11i10 and 12.1 are certified on 10gR2, 11gR1, 11gR2 See Database Preparation Guidelines for an Oracle E-Business Suite Release 12.1.1 Upgrade, Doc 761570.1
Similar considerations apply to your operating system

See Oracle Applications Installation and Upgrade Notes Release 12 (12.1.1) for your platform
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Architecture Conversions
Certain architecture conversions are required and can be accomplished while on 11i
Oracle Applications Tablespace Model (OATM)
Reduces number of tablespaces to 12 from 2 per product Compacts database, optimizes storage settings and reduces I/O See Doc 248857.1
Multiple Organization Architecture

Convert from single-org architecture to enable Multi Org Access Control Can have 1 operating unit See Doc 210193.1
37

Phasing of Changes
Combine related systems changes with your 12.1 project and downtime?
Single Project & Downtime
Less total downtime & testing More complex troubleshooting More business risk
Multiple Projects & Downtimes

Likely more total downtime & testing Simplified troubleshooting Less business risk
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Different enterprises will make different scope and phasing decisions based on:
How frequently they can take a downtime How long any single downtime can be How much testing their business requires
In practice, most enterprises complete related system changes ahead of the 12.1 project and downtime
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6. Preview Release 12.2

12.2 will contain functional and technical advances, including Online Patching
Adds to overall value proposition of Release 12 upgrade
Dont wait for 12.2 to come out before analyzing and planning your 12.1 upgrade
12.1 functional upgrade analysis will apply equally to 12.2 Once on 12.1, the upgrade to 12.2 will be much smaller than the 11i to R12.x upgrade
Roadmap
Technology Highlights Latest middleware: Fusion Middleware 11g
WebLogic Server to replace OC4J
Web Listener
Application Database
R2
WebLogic Server WebLogic JSP
JDBC/SQL Net
Latest database: Oracle 11gR2 11.2 Database

Online patching via Edition-Based Redefinition Improved performance via database result caching
Global Single Data Model
BC4J UIX 11g BI Publisher Forms
RAC & ASM
Edition-Based Redefinition
Roadmap
Online Patching With Oracle 11g Release 2 Database Functionality leverages native 11g R2 features that allow online application upgrade with uninterrupted availability of the application Patches can be applied while the production system is fully operational Only a short downtime is required to complete patching process The amount of downtime required by any patch will be more predictable
Roadmap
Online Patching Solution Approach
Leverages 11gR2 Edition Based Redefinition

Allows multiple editions (versions) of the application to coexist on the same system
Online Patching flow:

Create a Patch Edition (virtual copy of the Run Edition) Apply patches to the Patch Edition
Patch changes are isolated to the Patch Edition Applications remain online in the Run Edition Ongoing Run Edition changes are propagated to the Patch Edition
After patching is complete, set Patch Edition as Run Edition

Preparing for Your Upgrade Execution

1. Test, Test, Test 2. Take steps to minimize downtime 3. Prepare business users for change
44
1. Test, Test, Test

Do Full Functional Testing at Full Data Volumes
Test end to end with complete production data set

Find latent data conditions that will fail 12.1s tighter validation
Test all business scenarios with both upgraded and new data
Enter an invoice in 11i, issue a credit memo against it in 12.1
Compare key reports before and after upgrade

AP Trial Balance AR Reconciliation reports
Do data verification tasks described in EBS Upgrade Guide

See Appendix F
45
1. Test, Test, Test

Test Your Period-End Close
During UAT, test month-end close at full data volumes

Resolve any exceptions
After go-live, simulate month-end close a few days before actual close
Keep project team within reach through your first close
See: R12: Period-End Procedures for Oracle Financials E-Business Suite (Doc 961285.1)
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1. Test, Test, Test

Do Load and Volume Testing
Batch load tests

Run production concurrent requests on your test system
User Participation Tests

Let users go unscripted at full production processing capacity
Automated load testing
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1. Test, Test, Test

Consider Oracles Automated Testing Solution
Oracle Application Testing Suite (OATS)

1. Oracle Load Testing scalability,
performance & load testing
2. Oracle Functional Testing

functional and regression testing 3. Oracle Test Manager test process management, test execution & defect tracking
12.1.1 Test Starter Kit

Instruction guide Sample QA test scripts See Oracle Application Testing Suite Downloads > Application Testing Suite
2. Take Steps to Minimize Downtime

Do several complete practice upgrades
Establish that the upgrade will fit into your downtime window
Optimize your timing

Tune performance of the core upgrade driver
See Oracle E-Business Suite Upgrade Guide, Release 11i to 12.1.1
Minimize duration of tasks performed before & after core upgrade driver runs
Interim backups Final acceptance testing
49

Downtime Reduction Techniques
Run The Upgrade Manual Script to identify tasks you can omit (UG Chapter 2) Apply Consolidated Upgrade Patch for fixes to upgrade code (Doc 798258.1) Reduce data volume using archive and purge (Doc 752322.1)
Purge old and/or transient data before upgrading
Over 260 standard purge programs in R12 Use new Purge Portal in OAM to administrate
Use Subledger Accounting Upgrade by Request (UG Appendix G and Doc 604893.1) Use a shared APPL_TOP (Doc 384248.1) and Distributed AD (Doc 236469.1) Use a staged APPL_TOP (Doc 734025.1) Complete functional pre-upgrade tasks (UG Appendix E) Parallelize pre- and post-upgrade technical activities Isolate post-upgrade concurrent programs in a special queue (Doc 399362.1)
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UG = Oracle E-Business Suite Upgrade Guide Release 11i to 12.1

Subledger Accounting Upgrade by Request
Limit historical accounting data upgraded during critical downtime using SLA Pre-Upgrade Program
Set range of periods to upgrade; default is current fiscal year or minimum of 6 periods Some SLA functionality relies on availability of previous accounting data
Example: To cancel an invoice from 2 years ago, need to upgrade at least 2 years of accounting data
Option to run SLA Post-Upgrade hot-patch Program for more historical data (Doc 604893.1)
3. Prepare Business Users for Changes

Consider Oracles End User Productivity Solutions
Oracle Tutor
Capture and maintain business process documentation
Oracle User Productivity Kit (UPK)

Capture and maintain interactive UI simulations Adapt pre-built E-Business Suite content Deploy as online help
52
Drive Greater End User Productivity

Pre-Built End-User Documentation User Modes
SEE IT TRY IT KNOW IT DO IT
Self-Running Demo
Interactive Simulation
Testing for Competence
Context-Sensitive Help
2,300+ Pre-delivered Topics for Release 12.1

Financials
Payables Receivables General Ledger Assets Internet Expenses Advanced Global Intercompany System E-Business Tax Subledger Accounting Bank Account Setup/Maintenance
HRMS
Human Resources Payroll Self-Service HR Performance Mgmt Time and Labor iRecruitment Learning Mgmt
Manufacturing
Shop Floor Management Work In Process Discrete MES OPM Product Development OPM Process Execution OPM MES
Procurement
Purchasing iSupplier Portal iProcurement
Projects
Project Costing Project Mgmt Project Resource Mgmt
Applications Mgmt Forms Personalization
Distribution
Inventory Order Mgmt Shipping Execution
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Release 12.1 Upgrade Overview
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R12.1 Rapid Install (RI) R12.1 Maintenance Pack (MP)

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 RI from EPD. Follow instructions from the Upgrade Guide: 11i to 12.1 and 12.1.1 Release notes If you are on R12.0.X, use R12.1 MP (7303030) from My Oracle Support (MOS). Follow instructions from R12.1 Maintenance Pack Install Instructions (752619.1)
R12.1 Technology Stack

TECHNOLOGY COMPONENT VERSION INCLUDED 11i10CU2 VERSION INCLUDED 12.0.4 RI VERSION INCLUDED 12.1 RI VERSION CERTIFIED WITH MINIMUM REQUIRED VERSION
Apps Mid tierForms/Reports Apps Mid tierJava Oracle Home Apps Mid tierJDK Database
6.0.8.25
10.1.2.2
10.1.2.3
10.1.2.3
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
9.2.0.6
10.2.0.3
11.1.0.7
10.2.0.5
10.2.0.5
11.2.0.1 & 11.2.0.2 11.1.0.7
For details Oracle E-Business Suite Release 12.1 Maintenance Pack Installation Instructions (752619.1)
R12.1 Upgrade Paths

Minimum EBS suite level for direct upgrade to R12.1
11i9, 11i9CU1, 11i9CU2 or above 11i10, 11i10CU1, 11i10CU2 or above R12.0 and above
Minimum EBS suite level required for database versions

10.2.0.4 11i9CU2 10.2.0.5/11.0.7/11.2.0.1/11.2.0.2 11i10CU2, R12.0.4
Based on R12.1 DB guide (761570.1), certified upgrade path
options can be categorized into :

A.Upgrade database and EBS level in a single downtime B.Upgrade database and EBS level in separate downtimes C.Apply upgrade interoperability DB patches and then upgrade EBS
R12.1 Upgrade Paths Continued..

11.0/11i.X => 12.1
< = 11.5.8 11i10cu2 11.0 11i9cu2
B ,C B ,C
SOURCE
TARGET
12.1
B ,C B ,C
11.2.0.1 / 11.2.0.2
12.1
B ,C
11.1.0.7
12.1 10.2.0.5
11.5.9/cu1 11.5.10/cu1
A. Upgrade database and EBS level in a single downtime B. Upgrade database and EBS level in separate downtimes C. Apply upgrade interoperability DB patches and then upgrade EBS
12.1
10.2.0.4 10.2.0.5
58
R12.1 Key Facts

11i10CU2 #of Product Schemas #file calls in DB portion of the U driver PROD db size File system size #files shipped in RI #of Changed + New files in DB portion of the U driver R12.0.4 RI R12.1 RI 12.1.3 RUP
209
195
(25 removed,11 added)
201
(25 removed,17 added)
No changes
104242
144940
156622
23408
31 GB 26 GB 268359 NA
45 GB 28 GB 357778 ~95488 ( Vs 11.5.10.2 )
50 GB 28 GB 385755 ~104057 ( Vs 11.5.10.2 ) ~31843 ( Vs 12.0.4 )
NA
NA ~23474 ( Vs 12.1.1)
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R12.1.3 EBS Data Model Comparison Report

Per product database object comparison between two releases for the following object types (1290886.1)
Regular tables, Partitioned tables, Index organized tables, Global temporary tables, Queued tables Views, Materialized views, Materialized view logs Indexes, Sequences, Advanced queues, Packages, Triggers
Available for R12.1.3 Vs. (11i9,11i10cu2,12.0.4,12.0.6,12.1.1,12.1.2)
Benefits
Customers can focus on what has changed Easier to analyze impact on customizations, planned test coverage Differences viewable for all products in the same report via simple UI
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R12.1.3 EBS ATG Seed Data Comparison Report

Per product EBS ATG Seed data type comparison between two releases (1327399.1)
BIP-Defns-Temps, RSG-Metadata, Components, Concurrent Programs, Contents Descriptive Flexes, Diagnostics, Functions, Integrators, Key Flexes, Security Rules Layouts, Lookups, Mappings, Menus, Messages, Sequences, Value Sets Parameter Lists, Printer Styles, Profiles, Request Groups, Request Sets, Responsibilities
Available for R12.1.3 Vs (11i10cu2,12.0.4,12.0.6, 2.1.1) Benefits

Meant for Advanced user with prior knowledge about EBS Seed data delivery Easier for developers/consultants/testing team to analyze impact on customizations, planned/desired test coverage Post Go-live, to answer end-user questions
62
63
Customer Upgrade Snapshots
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Sample of Oracle E-Business Suite Release 12.1 Live Customers
65
Customer Upgrade Snapshots Continued... 11i to 12.1.3 Toyota Motor Europe

Release: 11.5.9+ on IBM AIX to R12.1.3 on Oracle Linux 5 Appl tier DB size: 800 GB #Workers: 32 #CPUs on DB server: 8 cores Downtime reduction measures Online NLS patch application #hrs for the 12.1.1 D driver: 21 hrs #hrs for the 12.1.3 US upgrade: 4 hrs #hrs for the 4 languages NLS patching 11 hrs
66
Customer Upgrade Snapshots 11i to 12.1

CPS (Chicago Public Schools)
Release: 11.5.10.2 to 12.1 DB size: 900GB #Workers and batch size: 32, 10000 #CPUs on DB server: 2 node RAC, 8 CPUs per node Downtime reduction measures
Distributed AD Upgrade RDBMS to 10.2.0.4 in a separate downtime # hrs for the D driver: 22 hrs
Customer snapshot
http://www.oracle.com/customers/snapshots/chicago-public-schools-ebs-snapshot.pdf
67
Customer Upgrade Snapshots Continued... 11i to 12.0.6

Cisco
Release: 11i to R12.0.6 DB size: 600GB #Workers and batch size: 32, 20000 #CPUs on DB server: 16 Downtime reduction measures
Distributed AD
#hrs for the D driver: 5.5 hrs
68
Customer Upgrade Snapshots Continued... 11i to 12.1.3

Dell
Release: 11i10 to R12.1.3 DB size: 15TB , 16 node RAC Cluster #Workers and batch size: 32, 10000 #CPUs on DB server: 8 Downtime reduction measures
Distributed AD Pre-create large indexes
#hrs for the D driver: ~30 hrs
69
Customer Upgrade Snapshots Continued... 11i to 12.1

GE
Large EBS HRMS Implementation (~300K employees,10 Lang) Release:11.5.10.2 to R12.1.3 DB size: 838 G Hardware: App Tier- 2 SUN T5240s(64x64), DB Tier - SUN M8000 (12 Dual Cores) #Workers and batch size per App Server: 48, 10000 Downtime reduction measures
Distributed AD, Staged APPL_TOP
#hrs for D driver:~10 hrs US, ~13 hrs NLS (11.5.10.2 -> R12.1.1) #hrs for DB Portion:~2.5 hrs US, ~1 hr NLS (R12.1.1 -> R12.1.3)
Customer Upgrade Snapshots Continued... 12.0 to 12.1

Zebra Technologies Corporation
Release: 12.0.6 to 12.1 DB Size: 106GB #Workers and batch size: 32, 10000 #CPUs on DB server: 8 Downtime reduction measures
Staged APPL_TOP
#hrs for the U driver: 12 hrs Customer snapshot

http://www.oracle.com/customers/snapshots/zebra-technologies-corporation-ebs-snapshot.pdf
71
Customer Upgrade Snapshots Continued... 12.0 to 12.1

Oracle GSI
Release: 12.0.3+ to R12.1 DB size: 17TB #Workers and batch size: 60, 10000 #CPUs on DB server: 88 processors Downtime reduction measures
Staged APPL_TOP for US and ten languages Ran data fixes for problems found in test upgrades prior to production upgrade to minimize stoppages Distributed AD (4 servers,15 workers each) Pre-create large indexes (6 hrs savings)
#hrs for the D driver: 14 hrs
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Customer Upgrade Snapshots Continued... 12.1 to 12.1.3

Oracle GSI
Release: 12.1+ to R12.1.3 DB size: 17TB #Workers and batch size: 200, 10000 #CPUs on DB server: 150 processors Downtime reduction measures
Staged APPL_TOP for US and ten languages Ran data fixes for problems found in test upgrades prior to production upgrade to minimize stoppages Distributed AD (4 servers, 50 workers each) Pre-create large indexes
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Customer Upgrade Snapshots Continued... 12.0 to 12.1.2

AT&T
Release: 12.0+ to R12.1.2 DB size: 10 TB #Workers and batch size: 40, 10000 #CPUs on DB server: 32 Processors Downtime reduction measures
Staged APPL_TOP for US and ten languages Distributed AD
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Extended Support for 11i
75
Oracle E-Business Suite Support Timelines

5 Yrs of Premier and 3 Yrs of Extended Support
2007 11.5.10
2008
2009
2010
2011
2012
2013 2014 2015 2016 2017 Nov 13
Nov 10
Premier
Extended
Fee Waived
Sustaining
Jan 15
Jan 12 R12 GA
Fee Waived
Premier
Extended
Sustaining
May 14 R12.1 GA
Fee Waived thru May 15
May 17
Premier
Extended
Sustaining
76
More info: http://www.oracle.com/support/library/extended-support-faq.pdf
E-Business Suite 11i Extended Support Policies

Minimum Patch Level and Extended Support Information Center
Minimum Patch Level

Doc 883202.1
Patch Wizard utility

Doc 1178133.1
Extended Support Pricing & Policy

http://www.oracle.com/us/cor porate/pricing/pricelists/index.html http://www.oracle.com/us/su pport/policies/index.html
My Oracle Support > Doc ID 1199724.1

Additional Resources
78
Leverage Oracles Information Resources

A Wealth of Information is Available My Oracle Support: E-Business Suite Release 12.1 Info Center
Knowledge > Tools and Training > E-Business Suite > Release 12.1 Info Center (Doc ID: 806593.1)
79

Accelerate Your Evaluation and Planning My Oracle Support: Release Value Propositions (RVPs)
80

Accelerate Your Evaluation and Planning My Oracle Support: Release Content Documents (RCDs)
81

Accelerate Your Evaluation and Planning My Oracle Support: Transfer of Information (TOI) Online Training
Knowledge > Tools and Training > E-Business Suite > Release 12.1 Info Center (Doc ID: 807319.1 )
82

New Options for Accessing E-Business Suite 12.1 Documentation
HTML and PDF versions of each book Enhanced cross-book search Alphabetical master book list http://download.oracle.co m/docs/cd/E18727_01/ind ex.htm
83
Leverage Oracles Support Resources

E-Business Suite Upgrade Advisors
Key documents and webcasts on EBS upgrade Specific to a product area and upgrade path
Tech Stack: Doc 269.1 Financials & Projects: Doc 256.1 HCM: Doc 257.1 Manufacturing: Doc 258.1
84

Maintenance Wizard Free Support Tool
Steps you thru 11i to 12.1 upgrade Filters out steps that dont apply Indicates critical patches Keeps log & status Allows custom steps & annotations My Oracle Support > Doc ID 215527.1

My Oracle Support Upgrade Community
86

Oracle Technology Network - Install / Upgrade Forum
forums.oracle.com > E-Business Suite > Technology LCM: R12 Install/Upgrade

Planning Your Upgrade Agenda

Business Value of the Upgrade Best Practices
Starting Your Upgrade Project Planning Your Upgrade Approach Preparing for Your Upgrade Execution
Upgrade Process Overview Customer Upgrade Snapshots Extended Support for 11i and Additional Resources
For more information

Related white paper:
Planning Your Oracle E-Business Suite Upgrade from Release 11i to Release 12.1 (Doc 987516.1)
Share your best practices and lessons learned:

Contacts:
anne.carlson@oracle.com nadia.bendjedou@oracle.com
89
Q&A
90
91
92

Planning Your Oracle e Business Suite Upgrade From Release 11i To 12.1 and Beyond

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ORACLE PRODUCT LOGO

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Planning Your Upgrade Agenda

Business Value of the Upgrade

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Oracle E-Business Suite

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Greater Control with Increased Flexibility

Legal Entity Operating Units

CENTRALIZED PAYMENTS ENGINE Funds Capture and Disbursement

ONE GLOBAL TAX ENGINE Centrally managed rules

Consistent tax services

Oracle E-Business Suite

Financials Procurement & Projects Applications Technology Procurement

E-Business Suite 12.1

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Oracle E-Business Suite R12.1

New Products in 12/12.1

Buyers Workbench, Sourcing, Contracts,

Learning Mgmt, Recruiting, Performance

Succession Planning, Incentive Comp

Shared Services, Advanced Collections,

Financials Accounting Hub, Federal

Enterprise Asset Management, Warehouse

Value Chain Planning, Landed Cost

Project Management for Asset Based

Service & Field Service Core Product Hub

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Finding Additional Information

EBS Product Update: Continued Releases & Innovation

Released 11i10 12 12.1

Major Release Minor Release

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Starting Your Upgrade Project

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

1. Assemble the Right Project Team

Dedicated Project Manager

Business Process Owners

2. Allocate Enough Time and Resources

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

2. Allocate Enough Time and Resources

3. Establish the Target Release

Apply critical patches for the products in your footprint

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Planning Your Upgrade Approach

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Applications Applications Technology Technology

E-Business E-Business Suite Suite 12.1 11i10

Asset Lifecycle Asset Lifecycle & Service & Service

Go live on your upgraded instance

Upgraded 12.1 Instance

Financials & Projects Applications Technology Applications Technology

Financials & Projects

Asset Lifecycle & Service

Go live on your reimplemented instance Reimplemented Instance

Asset Lifecycle & Service

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Upgrade and Consolidate

E-Business Suite 11i10 11i10

E-Business Suite 12.1 11i10

E-Business Suite 11i10 11i10