Upgrade type selected (Technical or Business Process Re-engineering)

Project plan with budget, schedule and team completed with measurable metrics for ROI
Get an active executive sponsor
Get business users involved
Create a simple value proposition

Oracle Consulting CEMLI code tool for JDE E1

Oracle Product Features (eUVP and eSOD) [MOS 1310896.1]
apex.oracle.com/pls/apex/f?p=24153

JDE E1 compare code tool

www.DWSonline.co.uk
JDE W compare code tool
www.aldon.com/index.php?id=oracle-jd-edwards

IBM ROI tool for upgrading JD Edwards

k.kmaone.com/jderoi
Workshop

Workshop

Workshop

Advisor

Workshop

Initial project
planning and
partner selection

Determine
upgrade type

Technical

Technical (standard)
Business Process Reengineering (BPR) with
or without ERP instance
consolidation

Leverage Oracle resources

Leverage partner experience

Business Process
Re-engineering (BPR)

Custom code,
legacy, third party
products review

Look for opportunities to eliminate

or reduce custom objects

Audit/document
current business
processes

Oracle MTR for JD Edwards EnterpriseOne [MOS 747323.1]

Oracle MTR for JD Edwards World [MOS x]

Security and
compliance audit

Software Installation Tips

Examples:
Order to Cash
Record to Report
Make to Stock
Hire to Fire

KPIs
Goals
Hard metrics

Utilize a partner with

experienced business
process analyst

Business process
improvement
workshops

Define success
criteria for BPR

OATS
Determine if manual or
automated processes will
be used.

User doc impact

Available training docs
Training specifications
Training materials
Delivery mechanism selection
Training usability analysis

!
Advisor

Search for new issues using Oracle Change Assistant

Review critical issues affecting your business
processes
Identify fixes you will take

Take latest patches and

updates for applications
and tools.

Workshop

Install new
JD Edwards
software

on premise
or hosted
Day

on demand

Smoke test new

environment

Advisor

Workshop

Retrofit required
source release
mods to DV

Dry Run Data

Conversions

Archive
and Purge

(optional)

Retrofit required
source release
integrations to DV

no

Clean up the environment archive and purge; system integrities

correct

Integration
Tests

Integration
Tests

Round 1

Round 2 w/ security

Communication plan Communicate! Communicate! Communicate!

Share your experience Upgrade Consortium, user conferences, story, reference
Party! Celebrate your successful go-live

Install
and configure
new hardware

Hardware Environment

Specify business priorities and process flows that cannot

be compromised
Establish and agree what is critical to the business
Evaluate current application, database, and system
design
Define application functionality options required for the
business
Predict, estimate, and model performance targets
Validate targets with the business users
Tune applications or system performance
Monitor and measure ongoing software performance as
well as system capacity
Trend results for any degradations (batch processing
times, BSFN calls, database statistics)

Align the business to out-of-the-box capabilities

Leverage automatic testing (e.g., Oracle OATS)
Utilize training tools (e.g., Oracle UPK)
Upgrade in fewer days with these accelerators

100 working days timeline

Use hosting or on demand service

(e.g., Oracle On Demand)

2) Recruit strong executive sponsor

7) Craft training plan with automated delivery

3) Employ dedicated project management

8) Communicated expectations across business

4) Minimize modifications and integrations

9) Correctly size hardware

5) Enlist experienced partner assistance

10) Deploy robust change management plans

Increase user productivity with new and redesigned features.

Production Tips

Simplify, secure and update system infrastructure with new platforms and technologies.

OCA

Plan aggregate fixes; stay current

Use Tools releases and updates to stay current
Schedule adoption, including testing effort
When taking an update take relevant ESUs at the same time

Reduce costs by staying current with Oracle support windows.

Reduce ongoing costs and future costs by reducing custom modifications.

Utilize Oracle Change Assistant with a system redline

Advisor

Workshop

Lower labor costs with better processes, less manual work, common process model.

10

Slow rate of change over time

Always consider the first Update
Subsequent updates may be optional for static implementations
Oracle Upgrade Advisors home page [MOS 250.1]
https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=250.1

Go Live Tips
All functional testing completed and accepted by
different business areas
All technical testing complete and accepted by IT
staff and sample end users
Completed load testing matches anticipated work
required from system operating post go-live
Training delivered to end users and end user
expectations set
Internal support can answer questions and provide
a known issues document for issues not resolved

UPK

Conf Room Pilot

Conf Room Pilot

No. 1
Power user focus

No. 2
Items not in CRP #1

Performance
and Scalability
Testing

User
Acceptance
Testing

Mock
Go Live

Workshop

OATS

Conference Room Pilot

Performance and Scalability

Post Go-Live Tips

End user acceptance
Management acceptance
Decommissioning (where
applicable)
Project closure
Start phase 2
considerations

Advisor

Workshop

Consider 2 mock runs minimum

Users

4
Learn the value of upgrading
Build the business case
Review product enhancements
Advisor

Advisor

Advisor

6
Review critical patches and downloads
Perform upgrade on system
Implement operational training

Training

System Integration Testing

UPK

Go Live

OATS

Automated testing

Training tools

HTML Server

!
LDAP Server

Developer and Administrator

Oracle VM

Hardware selection

OOD

Oracle On Demand

System software

Oracle Change
Assistant

OCO

Oracle Configuration
Assistant

OHW

Oracle Hardware

Workshop

2
Workshop

3
Workshop

4
Workshop

5
Workshop

The Story.

7
Workshop

The Business Today.

Planning your Upgrade.

Building the Upgrade
Business Case.

Workshop

9
Workshop

10
Workshop

Analysis.

11

Pipes, Plumbing and

Platforms.

Workshop

12

Enterprise Server

Microsoft Windows Client

Sizing benefits:
More realistic testing
Less production downtime
More user productivity
Avoid unexpected costs
Handle peak usage

IBM ERP hardware sizing questionnaire

www.ibm.com/erp/sizing

Data.

Vendor provides
recommendations

Level 1

Level 2

Vendor analyzes
questionnaire

Customer or partner role

(varies)

Steering Committee
Meets every 30 to 60 days

Recommended
hardware
ordered

Developer(s)

Implementer
Technical

Implementer
CNC

Business
Communications
Representative
Coordinator

Training
Support
Coordinator Coordinator

Test
Performance
Test
Developer
Tuner
Coordinator

Oracle hardware sizing information for JD Edwards [MOS 748339.1]

Business

Oracle Upgrade Advisor

information check and review
Upgrade rock
Upgrade project accelerator

Party

Technical upgrade

Business process
re-engineering

Finalize post upgrade

Hardware
environment

Education items

Software and system

environment

BPE
CNC
CPU
DV
ESU
MOS
MTR
OATS
PD
PS
PY
TC
UAT
UPK

Reference
story

Business Process Re-engineering

Configurable Network Computing
Critical Patch Update
Development
Electronic Software Update
My Oracle Support
Minimum Technical Requirements
Oracle Applications Testing Suite
Production
Pristine
Prototype (test)
Table Conversion
User Acceptance Testing
Oracle User Productivity Kit

Oracle Customer Support

support.oracle.com and communities.oracle.com

Testers
Development

Advisor

Workshop block

Use country
localizations

Planning and
evalutation

Project Manager

End Users

Test

Advisor

Workshop

www.upgradeJDE.com

Test. Test. Test.

Deployment Server

Performance and Scalability Testing

Database Server

Train. Train. Train.

Essential components

System
Integration
Testing

Unit
Testing

Transaction Server

Ready. Set. Go Live!

OATS

User
Acceptance
Testing

UPK

Network Infrastructure
WAN
LAN
Servers,
Workstations

Application
Tools
Integrations

Optional components

Software
and System

Post Go-Live.

Customizations
Integrations

Establish each environment (multi-foundation)

C
K

Production

Testing
Training

Complete inventory for each category

Oracle applications
Custom code

Data
Prototype
(aka Testing)

Validate fixes,
corrections, updates

Upgrade Resources Web Site

Business Service Server

Red Code. Blue Code.

Old Code. New Code.

Development

Partner role
(typical)

Workshop

Tips for project success

Customer ID (CSI)

Retrofitted
mods

Sandbox
Pristine
(Vanilla enviro)

Vendor
collaboration on
sizing analysis

Executive Sponsor
and Steering Committee Chair

Third party applications

Legacy code

Legacy

Localization
(if applicable)

Oracle Upgrade Advisor Community (online post and chat)

communities.oracle.com/portal/server.pt/community/
upgrade_advisor/441
Quest Customer Upgrade Consortium (monthly online)
http://www.questdirect.org/groups/JD Edwards
EnterpriseOne Upgrade Consortium
Quest Customer Upgrade Consortium (monthly online)
http://www.questdirect.org/groups/JD Edwards World
Upgrade Consortium

Integration

Conference
Room Pilots

Scalability

Performance

Power users

Interfaces

Integrations

Vertical

Horizontal

Threshold
[aka Break]

Run horizontal
and vertical
scalability tests.

(optional)
Horizontal
With security enabled

Hardware and
Infrastructure
Load
Testing

Vertical

Workshop

Determine need
to analyze sizing

Complete
vendor sizing
questionnaire

!
2

Oracle User
Productivity Kit

OCA

Other vendor

(new, rebuild, on demand)

Customer role

Load testing applied

Workshop

Sizing Tips consider

Initial implementation
JD Edwards upgrade or
migration (apps or tools)
Adding users
New modules
New integrations
New edge products
Architecture changes
Major OS version change
Major DB version change
Major application server
change
Unicode conversion
Enabling multi-thread
kernels

Level 3

Portal Server

(technical or BPR)

OVM

Day

Level 4

End User Web Clients

Online Resources
Quest IUG
Oracle

Upgrade type

(on premise, on demand)

100 business (work) days

Oracle Exalytics

Oracle Automated
Testing Suite

IBM

Out-of-the-box functionality over custom code

OHW

Oracle Exalogic

End user acceptance of system

Management acceptance of system
Project closure and decommissioning

Do not forget to have a

team party and submit
your story to Oracles
reference program.

Pull forward potential

Oracle Exadata

Deliver end user training

Define go-live strategy
Perform upgrade on production data

Learn how to partner with Oracle

Consider training needs
Define testing and implementation strategy

UPK
Day

Validate upgrade
Perform functional and unit testing
Perform load testing

Advisor

12

Post Go Live
Support
and Tasks
Day

Advisor

Workshop

Go Live

Advisor

Localizations

Retrofit and Unit Testing

On demand

Change control in-place for tables, security

Increase competitive advantage with new products and solutions.

correct

Data
System Environment

Load testing complete to anticipated need

6) Automate performance and scalability testing

OATS

Project Schedule Accelerators

Last mock upgrade mirrors go-live

1) Craft business (value) proposition and plan

Party! Share your

success

Integrations

Technical testing complete and accepted

Continue proactive searching

Training

Integration

Training delivered

OVM

Goal: Ensure alignment

between upgraded
software and BPFs

System Integration Testing

Functional testing complete and accepted

Internal support ready with known issues

11

Retrofit and Unit Testing

Oracle Technical Catalog for JD Edwards EnterpriseOne [MOS 1361438.1] (replaces paper Programmers Guide)
Oracle Extensibility Guide for JD Edwards EnterpriseOne [MOS 1199953.1]
Oracle Extensibility Guide for JD Edwards World [MOS 1199953.1]

Performance and scalability testing

Project governance
Project organization
Project timelines
Project documentation
Project staffing
Change management

User
training

!
correct

Testing plan with associated resources

Training plan utilize Oracle User Productivity Kit (UPK)

Order
and receive
new hardware

Ensure third party legacy

systems integrated to JD
Edwards are current and
meet relevant MTRs.

Update hardware (based on sizing) and operating system if needed

Performance Lifecycle Testing Tips

Data

Unit test legacy

integrations and
interfaces

Engage Oracle Consulting Services or partner with multiple successful projects

Support
setup

correct

Unit test
retrofit mods

General Testing Tips

new on
premise
hardware

Engage experienced partner to evaluate

challenges and opportunities associated
with merging ERP instances.
For ERP consolidation set success
parameters: KPIs, goals, hard metrics

Finalize
project plan
with partner

hosted or
existing
hardware

Perform data conversion during off-cycle (non-testing) periods (particularly weekends).

Localizations

correct

Comprehensive review
hardware, operating system and
other related system components
Develop or validate current
archive and purge strategy
Review MTR support
matrix (Minimum Technology
Requirements)
Consider hosted or on-demand
solutions as lower capital
expense solutions compared to
hardware buys.
Compare OS upgrade to new OS
Calculate hardware sizing

Complete at least five conversions to check integrity and establish time.

OOD
OOD

Run performance tests to all

geographies
Run scalability tests with maximum
concurrent user count plus 10% to
20% minimum for each geography
Include complete security
Consider threshold (break) testing

Apply and test

localizations

yes

correct

System Environment

Workshop

Schedule change
Plan times when you will lay down fixes, and deploy
them
Reduce reactive activities by planning for change

ERP instance
consolidation

Leverage out-of-the-box
standard BPFs if possible

Business process
rationalization

Test with copy of production data

Choose minimum number of test conversions
(5 recommended)
Understand multiple queues
Empty temporary tables
Turn off database triggers
Remove other data
Perform index management
Execute table conversions from database server

Update your code immediately after install

Good predictor for success
Leverages what other customers have found
Get the benefit of the testing cycle

Workshop

System
review and
analysis
UPK

Data Conversion Tips

OCA

Advisor

Training
analysis
and plans

Integration and
CRP test plans

Business Process Re-Engineering

Workshop

Dedicated project management structure with partner and executive sponsor

Minimize custom code (use a subset of customization) with a slimmed down retrofit list

Capture
business
processes

Compare current non-standard

code and applications with new
release functionality and features

Generate
training
materials

Define the business case

Establish go live and post go live (initial 30 to
90 days of production) support connections and
plans
Enter Service Request for Upgrade Planning
for the Technical Upgrade Support Team
per MOS 974500.1 (JDE E1)

UPK

Custom code
third party apps,
and integrations
discovery

Craft
business case

Sandbox setup
and vanilla
assessment

OATS

Upgrade Projects and Technology Office (UPTO) Discover the art of the possible.
7700 Technology Way Denver Colorado USA

Technology
Red Stack
Blue Stack
Integrations
Hardware Platform
Database and App Server

Revised 24 Jan 2012

Copyright (c) 2012 Oracle Corporation All Rights Reserved

Rev A.14

Size

RELEASED
Sheet 1 of 1

Purpose and notice statement: This document is for planning purposes only, may not be incorporated into any contract and is subject to
change without notification. Process and related information presented for informational purposes only. Actual process and associated
activities may vary per customer circumstances. Plan upgrades in conjunction with experienced business partners who have detailed
knowledge of implementations and other associated factors including hardware, software modifications, resources and business needs.
C:\DATA\Oracle\Oracle Products\JD Edwards EnterpriseOne\upgrading\upgrade map\JDE E1 Upgrade Map (A14).vsd

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