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What To Expect When Upgrading To Release 12, New Upgrade Architecture, Best Practices & How To Manage A Successful Upgrade
Matthew Halliday Architect

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Jim Horning Chief Scientist, SPARTA Computer Science is the only discipline in which we view adding a new wing to a building as being maintenance.

The above reflects Oracles current development plans which are subject to change at any time

Agenda

Release 12: The Global Business Release Is the R12 Upgrade Better than 11i? How Can I Be Successful? What About My Customizations? Unbreakable Linux Oracle Applications Manager How Can I Be Unsuccessful? What Can I Do Now? Questions & Answers

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Is the R12 Upgrade Better?

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Bigger is Better?
Increased Challenges for Upgrades R12 is a Major Release
Cross product initiatives impact a lot of objects across the EBusiness Suite

Largest E-Business Suite Release by every Matrix


Files
400,000 300,000 00,000 00,000 0 .5. .5.7 .5.8 .5.9 .5. 0 0.7

Database Objects
500,000 400,000 300,000 00,000 00,000 0 .5.7 .5.8 .5.9 .5. 0 0.7 .5.

Products
50 00 50 00 50 0 .5.7 .5.8 .5.9 .5. 0 0.7 .5.

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Yes its Bigger, but is it Better?


Yes its not the 11i Upgrade! Technologylot of 11i took a improvements Design improvements Process improvements Resulting in reduced stress and lower medical insurance premiums, except for the Oracle product teams!

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Technology Improvements
R12 Applications DBA (AD) Auto Patch replaces Auto Upgrade
Reduced AD overhead

Checkfile and Checkfile Equivalence RDBMS Parallelism scheduling improvements Automatic job deferral Distributed AD
10-20% improvement on DB tasks 75% improvement on generation

AD Parallel infrastructure improvements for work distribution for Large Table Update

The above reflects Oracles current development plans which are subject to change at any time

Technology Improvements
Shared APPL_TOP and Distributed AD
Admin/CM Server

adpatch adpatch workers 1-10 workers 1-10

Forms Server Shared APPL_TOP Web Server

adpatch adpatch workers 1-10 workers 11-20

adpatch adpatch workers 21-30 1-10


Database Server

Web Server

adpatch adpatch workers 31-40 1-10

The above reflects Oracles current development plans which are subject to change at any time

Technology Improvements
Performance Optimizer Dynamic Sampling (for objects with no stats) Table Monitoring: Gather Auto Option for FNDSTATS for what is new or changed Improved Guidance on database parameters for upgrades (Oracle Applications Upgrade Guide: Upgrading From Release 11i to Release 12) Downtime Reduction Techniques
Subledger Accounting General Ledger E-Business Tax

The above reflects Oracles current development plans which are subject to change at any time

Design Improvements
Oracle Development Internal standards compliance checker Management of upgrade dependencies Detailed analytics of upgrades
Repository of script performance history against databases Database object growth Dependency enforcement Intense upgrade design review

Upgrade strategy designed at data model stage

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Process Improvements
Upgrade Testing Earlier upgrade testing

The above reflects Oracles current development plans which are subject to change at any time

Process Improvements
Upgrade Testing

Data Statistics for Global Single Instance May 2 (11. .1 .CU2) 1 . 2 . 1 66 1.2 61, Terabytes Billion rows of data Operating Units Sets of Books Million People Customers 2 6, Projects

. Million AR Invoices 6 Million AR Invoice lines 1 Million AP Invoices . Million Sales Orders . Million Sales Order lines 1 Languages 61 Million GL lines

2 Years of SLA Data 2, Vendors

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How Can I Be Successful?

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How Can I Be Successful?


Plan! Plan! Plan! Upgrade Strategy Hardware / staffing resources Testing of key features Multiple upgrades
Rehearsal upgrade

Identify upgrade downtime target


Downtime reduction versus ease of upgrade

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How Can I Be Successful?


Activities
R12 Preparation
Obtain R12 DVDs / CDs Rapid Install to Install R12 Code Check / Apply for Family Consolidate Upgrade Patches Review Release Update Notes

Current 11i Environment


Convert to Multi Org Architecture Consider adopting OATM Upgrade RDBMS (Optional) Run TUMS Apply Pre-Upgrade Patches

Upgrade to R12
Upgrade RDBMS (if not done) Apply the R12 Upgrade Driver Apply latest RUP Apply latest Financials Critical Patch Collections Apply any Translations (hot patch) Install R12 on-line Help (hot patch)
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How Can I Be Successful?


Upgrade Paths

<=11. .6

>= 11. .

12

Fusion

11.

11. .1

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How Can I Be Successful?


Upgrade Sizing Upgrade Comparison
Financials roducts only Based on High Volume Customer 11.5.10 database Overall database growth between 3% and 8.3%
Others ZX XL L

11

12 -

Yrs

12 -

Yrs

12 12 Yrs

The above reflects Oracles current development plans which are subject to change at any time

How Can I Be Successful?


Involve The Right People

Project Manager
Project owner Decision maker Task & staff coordinator

Functional Owner
Functional impact New feature uptake Testing Upgrade steps

DBA
AD utilities Database administration Tech stack updates Upgrade steps

IT Developer
Functional impact Customization impact Custom development

The above reflects Oracles current development plans which are subject to change at any time

How Can I Be Successful?


Read The Appropriate Documentation Utilize the Upgrade Documentation Set
R12 Release Content Document Oracle Applications Upgrade Guide: Upgrading from Release 11i to Release 12 NEW Functional Upgrade Guide: Release 11i to Release 12 FREE R12 Product Technical TOI FREE R12 Product Functional TOI eTRM Integration Repository

Let TUMS assist you

The above reflects Oracles current development plans which are subject to change at any time

How Can I Be Successful?


Evaluate Functional Upgrade Guide Detailed information regarding Functional Impact of the R12 upgrade.
What happens to my Tax Codes? How are the new AP Lines derived? How are the Legal Entities derived? How does the Accounting Setup Manager get setup? How will my Bank Accounts get migrated? How are Suppliers and Sites moved into TCA? Global Descriptive Flexfield changes in R12 Profile Options changes in R12 And many more!

The above reflects Oracles current development plans which are subject to change at any time

Want to Know More?

Oracle Financials & Oracle Procurement Release 12 Functional Upgrade Guide: Release 11i to Release 12

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What About My Customizations?

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XML Publisher
Making Reporting Manageable

Separate data / layout / UI translation ata ay ut Translati n


Flexibility Reduced maintenance
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ic
XML Publisher

Report output

What About My Customizations?


Eliminate Custom Reports With XML Publisher R12 is the ML Publisher release
500 ML Publisher extracts 800 ML Publisher templates Used by 60 products

Examine extracts before building custom reports Many Extracts will include all columns from tables Descriptive flexfields included The vast majority of custom reports can be replaced with an ML Publisher template

The above reflects Oracles current development plans which are subject to change at any time

Financial Reporting with XML Publisher


Nearly Product
Assets Cash Collections Common Modules Financials Consolidation Hub General Ledger Globalizations Internal Controls Manager 2 1 1 21 1 2

Configurable Formats Formats


22

Product
IT Audit Loans Payables Payments Public Sector Receivables Subledger Accounting Tax

Formats
2 6 12 6 1 1 2

The above reflects Oracles current development plans which are subject to change at any time

What About My Customizations?


Global Descriptive Flexfields Most Global Descriptive Flexfields eliminated in R12
These are now named columns in the base tables Any customizations using those will need to be modified Any custom reports based on them may be covered by the product teams ML Publisher extracts

This migration is documented in the Functional Upgrade Guide This should simplify any on-going customizations compared with 11i

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Oracle Applications Manager

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Oracle Applications Manager


Login

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Oracle Applications Manager


Flagged Files Integrate customized files from applcust.txt into patch impact report in OAM Extend concept of customized files to flagged files meaning any files customer has special interest in Record flagged files in DB instead of in a text file Provide program to upload applcust.txt into flagged files tables Provide GUI page for managing flagged files Display flagged files changed by patch in patch impact report

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Oracle Applications Manager


Flagged Files

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How Can I Be Unsuccessful?

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How Can I Be Unsuccessful?


Things NOT to do! Dont plan Let the DBA do the upgrade in isolation Do production upgrade first Dont read the documentation Ignore TUMS Skip testing Skip jobs Drop indexes Run adpatch in serial mode

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What can I do Now?

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What Can I Do Now?


Maintenance Best Practices Keep up-to-date on latest AD/OAM code Schedule periodic, proactive maintenance Combine patches with AD Merge Patch Perform uptime maintenance
Gather schema stats Apply translation database updates Patch help system

Use a Shared APPL_TOP and Distributed AD Use cheaper, faster Middle-tier hardware

The above reflects Oracles current development plans which are subject to change at any time

What Can I Do Now?


Consider Converting to Multi-Org Consider Adopting OATM Archive & Purge Partners e.g. Ensure your new customizations comply with the Developers Guide for Customizations Read the Upgrade Documentation Set

The above reflects Oracles current development plans which are subject to change at any time

What Can I Do Now?


Additional Resources
Sharing the Application Tier File System in Oracle E-Business Suite Release 12
Metalink Note 384248.1

Release 12 Documentation Library :


http://download-west.oracle.com/docs/cd/B40089_02/current/html/docset.html

Oracle Applications Release 12 Upgrade Sizing and Best Practices


Metalink Note 3999362.1

Patch Best Practices and Reducing Downtime


Metalink Note 225165.1

Best Practices for Upgrading Oracle E-Business Suite White Paper


http://www.oracle.com/consulting/library/white-papers/best-practices-e-business.pdf

Oracle Application Patch Procedures Release 12


http://download-west.oracle.com/docs/cd/B40089_02/current/html/docset.html

R12 Upgrade Road Map


Metalink Note 461705.1

R12 Financials Critical Patches


Metalink Note 557869.1

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Questions & Answers

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Thank You

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