Oracles Best Kept Secret

Oracle iSetup Kirk Williams

Frontier Consulting, Inc. Senior Oracle Consultant

Oracle iSetup

Simplifies the Setup and Administration of the Oracle E-Business Suite; thereby Reducing Implementation and Administration Time, Cost, and Risk

Learning Objectives
As a result of this presentation, you will be able to:
Understand the iSetup Components and Architecture Know the Benefits and Limitations of iSetup Understand the Ongoing Management capabilities of the Oracle E-Business Suite Know the Supported Products, Upcoming Products and Future Direction

Speakers Qualifications
Kirk Williams is a Sr. Oracle Consultant and Project Manager at Frontier Consulting Kirk speaks frequently on the capabilities of Oracle Applications at Local, Regional and National Conferences Kirk writes Training Material and Project Plans for Supply Chain and Manufacturing Implementations

Presentation Agenda
Oracle iSetup 11i.9 Introduction Benefits of iSetup iSetup Configurator, Migrator and Reporter iSetup Process and AIM Tasks Limitations of iSetup Supported Products and Future Direction Q&A

iSetup Meeting Business Needs

Customers to go-live in days and weeks versus months or years Implementers to configure setup parameters quickly, without the use of Forms and specific Oracle Applications expertise Quick migration and copy of setup data between Applications to reduce time and effort and ensure data consistency between environments Quick creation of Application instances for testing and easy migration of changes from one instance to another

iSetup Meeting Business Needs

Easy re-use of industry solution setup data among implementation projects to reduce time and risk Implementers can view setup data they have configured through iSetup before loading it into an applications instance Implementers can view current configuration settings in an applications instance Implementers can keep an audit trail of detailed setup choices Implementers can show and validate setup choices with their customers

Typical Implementation Lifecycle

Oracle iSetup Benefits

Improve Margins Deliver fixed-priced services in less time and with fewer resources Reduce Cost Reduce engagement costs to customers as a result of less time and effort to complete setups Reduce Risk Better utilize your Oracle expertise during implementations with proven and consistent setup data. Verify your setups with customers through detailed reports Reduce Maintenance and Support Costs Avoid additional time and cost required to fix mistakes during setup with valid configurations. Avoid human error in replicating setups across environments

iSetup Product Support Rel. 11i9

Oracle General Ledger Oracle Human Resources Oracle Accounts Payable Oracle Accounts Receivable
Oracle Bill of Materials Oracle Inventory Oracle Engineering Oracle Work in Process Oracle Order Management Oracle Shipping

Oracle Cash Management

Oracle Fixed Assets Oracle Purchasing

iSetup Functional Architecture

iSetup Configurator
For initial implementation Collects requirements by presenting business questions Derives setup options based on your responses Incorporates leading business practices into template data Loads all the setup data with the click of a button

Configurator Architecture
iSetup.oracle.com

iSetup Configurator
User

Configurator Database

Packaged Configuration File E-Business Suite

iSetup Loader
APIs

API Repository Setup Tables

Saved Configurations

Incomplete Configuration

Status of Incomplete

Configuration Download

Administration Tasks
Installation of a Central Instance with a dbc file for Each Remote Instance Mapping Databases for Central, Source and Target Instances Preparing Target Instances for Migrations Recompile Database Objects Set Open Cursor Limit from 500 to 750 Set Sleep Seconds for Concurrent Manager

Recommended Database Topology

Database Mapping
Use this button to create a Mapping

Creating Database Mapping

A dbc file will need to exist on the Central Instance for any SID

Update Database Mapping

iSetup Migrator
Automates moving of setup data from one instance to another Generates additional setup data based on existing data. For example:
Create a new Accounting Calendar Create a new Chart of Accounts

Migrator Architecture
iSetup Migrator UI iSetup Source Instance Exporter Data Model

User APIs
Setup Tables Packaged Configuration File Target Instance iSetup Loader APIs Data Model Setup Tables

Create Migration Selection Set

Create a selection set from a predefined Template

More Migration Selection Sets

There are currently 14 pre-defined templates

Migration Selection Sets

Review Extract Selection Set

Submit Extract Selection Set

For a Financials or Discrete Manufacturing Extract, you may want to schedule for a later run

Migration Extracts
You can download to your local system or permanently delete the snapshot

View Extract Details

Download Migration Snapshot

Migration Load History

Migration Load Request

You can load from an iSetup Configuration, a snapshot extract or from your local system

Review Load Request

View Load Details

Restart Load Request

Here are the 3 restart options from a failed setup step

iSetup Reporter
Report on Setup data Maintain snapshots for later reference Compare setup data across instances Compare setup data at different times

Reporter Architecture
Source Instance iSetup Exporter Data Model User APIs Setup Tables Packaged Configuration File

iSetup Reporter

Reports

Report History

Report Request

You can Report from an iSetup Configuration, a snapshot extract or from your local system

Report from Snapshot

Report Request Options

Reports normally complete timely, but they can also be scheduled for later

Report Request Confirmation

View Request Details

Report Output

You can view the output from a printable page

Printable Output

iSetup and AIM Tasks

RD.020 Conduct Current Business Baseline
Complete iSetup Questionnaire

RD.050 Gather Business Requirements

Complete iSetup Questionnaire

BR.020 Prepare Mapping Environment

Run iSetup Loader

BR.100 Define Application Setups

Run iSetup Loader Edit iSetup BR.100 document

TE.060 Prepare Testing Environments

Run iSetup Loader

PM.040 Prepare Production Environment

Run iSetup Loader

iSetup and using AIM

iSetup Integration Strategy

Business Information System Configuration Workflows

Oracle iSetup

Tutor Procedures
Contract Required ? YES Analyze to Agreement
PR1180 PR1180 PR0128 PR0128 PR1182 PR1182

Manage Manage Non-Production Non-Production Requisitions KPI Requisitions

Create a requisition defining the non production, service, administrative, items needed. Requisition may be for Fixed Assets or non catalog items or one time purchases.

Authorize Authorize Requisitions Requisitions

Approvals can be controlled using amount or account code.

Issue Issue a a Purchase Purchase Order Order

PO can be automatically created from Requisition. PO can be created manually.

NO

PR0129 PR0129

PR0153 PR0153

PR1935 PR1935

KPI

Authorize Authorize Purchase Purchase Orders Orders

Distribute Distribute Issued Issued Purchase Purchase Orders Orders

Distribute Purchase Order to Supplier. Distribution is done via email, fax, mail or other electronic or manual means.

KPI

Receive Receive Non Non Production Production Goods Goods & & Services Services

Goods Accepted?

YES

Supplier Invoice to Payment

Approvals can be controlled using amount or account code.

The nonproduction goods arrive at the requisitioner/receivers desk.

NO

Supplier Return to Debit Supplier Return to Replacement

Business Flows

Project Timeline
Begin iSetup Configuration Load iSetup Configuration

15

17 18 19

Contract Signed

Implementer Selected

Hardware Ready

Apps Installed

Begin Testing

Loading Multiple Instances

iSetup Configurator CRP

Original Configuration

System Test

Revised Configuration

Production

Alternate Approach
iSetup Configurator

CRP

Refine

Original Configuration
Backup

System Test

Production

Configuring Test Scripts

Assumptions
One RT per form Data driven Dynamic linking between RTs to support any business flow
Configured RT Suite

Bus. Flow

iSetup
Setup Data
Customized Data Files

Oracle iSetup Benefits

Improve Margins Deliver fixed-priced services in less time and with fewer resources Reduce Cost Reduce engagement costs to customers as a result of less time and effort to complete setups Reduce Risk Better utilize your Oracle expertise during implementations with proven and consistent setup data. Verify your setups with customers through detailed reports Reduce Maintenance and Support Costs Avoid additional time and cost required to fix mistakes during setup with valid configurations. Avoid human error in replicating setups across environments

Summary
Knowledge of iSetup Components and their Functions Advantages & Disadvantages of iSetup Costs of Implementation, Migration, Upgrade or Re-Implementation Option Discuss Product Support and Future Direction

Additional Resources
Appsnet
http://www.oracle.com/appsnet Technology Rapid Implementation

iSetup web site

http://isetup.oracle.com Read overview and view tutorial

Contacts
Jim Lange, Product Director
E-mail: Jim.Lange@oracle.com Phone: 425-820-1203 Manoj Gupta, Product Manager E-mail: Manoj.K.Gupta@oracle.com Phone: 650-506-5947 Kirk Williams, Project Manager E-mail: Kirk.Williams@att.net Phone: 832-244-6255 Frontier Office: 713-778-0799

Q&A

Thank You!