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Value of Upgrading to Release 12.1 for E-Business Suite Pro ects

Dean Herback Oracle EBS Projects Strategy Adwait Marathe Oracle EBS Projects Development

Progra" #genda

!"#! $pgrade Overview %&nctional

ecent elease History Projects Speci'ic (hanges $pgrade (onsiderations and

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eso&rces

!"#! $pgrade Overview )echnical

Overview $pgrade Best Practices *essons *earnt

!"#! (&stomer S&ccess + P,(O Holdings

)he 'ollowing is intended to o&tline o&r general prod&ct direction# ,t is intended 'or in'ormation p&rposes only- and may not be incorporated into any contract# ,t is not a commitment to deliver any material- code- or '&nctionality- and sho&ld not be relied &pon in making p&rchasing decisions# )he development- release- and timing o' any 'eat&res or '&nctionality described 'or Oracle.s prod&cts remains at the sole discretion o' Oracle#

&unctional '(er(ie)

EBS Product Update*

+ontinued Releases #nd Inno(ation

eleased
Major Minor elease elease
EBS !!i!1 EBS !" EBS !"#! EBS !"#!#" EBS !"#!#0

Planned

EBS !"#6

"112

"113

"114

"1!1

"1!!5

%&nctional ,nnovation

%inancials)echnology
EBS

Proc&rement- H(M- Service- S(M- Projects%inancials- )echnology- MDM

7ew

!"#!#0 released on A&g "1- "1!1

%&nctional Enhancements across s&ite- pl&s stat&tory8reg&latory &pdates and error corrections

E-Business Suite Release 12

,-e .lo/al Business Release 0 'racle Pro ects

THINK GLOBALLY
To Make the Right Decisions

*ORK GLOBALLY
To Be More Co"(etiti#e

MANAGE GLOBALLY
To Lower Cost & Increase er!or"ance
I"($e"ent' "anage' an) sca$e g$o%a$ a(($ications easier
S&bledger Acco&nting e)a6 Simpli'ied Maintenance

Achie#e g$o%a$ #iew o! c&sto"er' s&(($ier' (artner & o(erations

Project Port'olio Analysis

*ork %etter across a(($ications' )i#isions' an) regions

M&lti9Org Access

(ontrol

emoval o' S&pplier (ost Adj&stment estrictions ,n:&iry with batched adj&stments

Management

Enhance E6pendit&re

Increase 'perational +ontrol and Efficienc2

3-at4s 5e) in Pro ects

Results*
Hu"an Procure"ent &inancials +apital 6 Pro ects E-Business +usto"er 6 7aster Suite 8ata Suppl2 #pplications 7anage"ent +-ain ,ec-nolog2

#uto"ating Pro ect 'perations and &inances 7anaging 2our full Pro ect 9ifec2cle )it- less effort 7a:e /etter decisions )itgreater insig-t

E-Business Suite Release 12.1

'racle Pro ects

A(($ication Integration

-&(erior Ownershi( E+(erience

ro)&ct Inno#ation
I"(ro#e &ser satis!action thro&gh increase) (ro)&cti#it,
Project Manager

E+ten) enter(rise %o&n)aries with I"($e"ent' "anage an) &(gra)e enhance) %&siness (rocesses a(($ications at $ower cost
MSP "113 (erti'ication ,mproved Services $P; (ontent 'or EBS B, P&blisher

eporting

eporting Pack
Sel'9Services

Proc&rement ,ntegration
Advance Processing 9

Set&p A&tomation

E6pendit&re ,n:&iry
,ncreased A&tomation in

Enhanced ,ntegration between A and Project Billing

eso&rce Management

'racle Pro ects Release 12.1= 12.1.2= 12.1.!

Pro ect Reporting

Pro ect 7anage"ent

< ro.ect Ana$,tics < /e)era$ /inancia$s Ana$,tics

Resource 7anage"ent

$anning Enhance"ents
Pro ect Portfolio #nal2sis Pro ect 7anage"ent Pro ect Resource 7anage"ent

< I"(ro#e) -earches < Date 6a$i)ations & De!a&$ts < -trea"$ine) Na#igation
Pro ect +osting

< 4 Integration < M- Integration Enhance"ents < -&(($ier Cost Dash%oar)

-e$! -er#ices E+(en)it&re In5&ir, er!or"ance Re(orting -et&( A&)it

Pro ect +olla/oration

.lo/al Pro ect Repositor2 Pro ect +osting Pro ect Billing Pro ect +ontracts

< Integrate) -er#ices roc&re"ent < -&(($ier a,"ent Contro$s < E&C De)&ction rocessing < ro.ect -ec&rit, in Orac$e &rchasing
Pro Proect ectBilling Billing

< Re(orting er!or"ance I"(ro#e"ents

Enterprise and Pro ect Insig-t

rogra" A Is

Personalized Role-Based Views Pro ect &oundation

< re(a,"ent Recei(t A(($ication < E!!ecti#e Date /&n)s Cons&"(tion

< Enhance) Change Manage"ent

i-et&(0R12 Diagnostics

< 3I I"(ro#e"ents

1<

R 12.1 Upgrade '(er(ie)

&unctional

Architect&ral8%inancial &ptakes that bene'it projects &sers (atch &p all o' !!i!1 M $P2 enhancements8patches 7ew '&nctionality leveraging %&sion technology Easier &pgrade path i' and when yo& decide to move to %&sion

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Building t-e Business +ase for Upgrading

Eval&ate the new !"#! 'eat&res in the prod&cts yo& are c&rrently r&nning
Opport&nities to eliminate c&stomi=ations >reater 'le6ibility to match the needs o' yo&r b&siness Opport&nities 'or additional a&tomation and process improvement

*ook 'or adjacent prod&cts that might add val&e

Many prod&cts are m&ch stronger at the !"#! level than they were in !!#?#!1 Adding mod&les is low cost since yo& are leveraging the implementation work yo& have already done Some c&stomers have j&sti'ied the &pgrade primarily by the need to get to the !"#! level so they co&ld implement additional prod&cts

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Upgrade +onsiderations

Sec&re cons&lting skills early

!"#!#6 implementation e6perience will be in short s&pply 'or the ne6t while )he n&mber o' c&stomers &pgrading to !"#! will be signi'icantly higher than to !"#1

Some c&stomers might want to consider a reimplementation rather than an &pgrade (onsider increasing $A) and )raining time'rames
Signi'icant n&mber o' enhancements will increase time re:&ired

1!

>e2 7essage to EBS 11i +usto"ers

Upgrade to EBS 12.1 and .et 7ore Return on ?our In(est"ent Release VALUE @ !"#! provides b&siness val&e across the s&ite in addition to the %inancials 'oc&sed elease !"
(&stomers sho&ld eval&ate the b&siness val&e o' the elease !"#! *everage complementary Apps incl&ding %&sion Applications

QUALITY Results @ (&stomers are live today on !"#!

7ew and e6isting c&stomers are already live and &pgrading (&stomers are achieving predictable res&lts AB &se O(SE6perienced S,s or Oracle On Demand#

Choose ROADMAP @ !!i s&pport deadlines are coming &p

Premier S&pport ends in 7ov "1!1C &pli't 'ee waived &ntil 7ov "1!! E6tended S&pport ends in 7ov "1!0

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'racle E-Business Suite Release 12.1

A Sample o' (&stomers Dho have $pgradedE
< 7c8onald4s * Upgrade fro" 11i1< < Pro ects= #ssets= Pa2a/les= iProc < Standardi@e construction "g"t processes= trac: and "anage costs /2 pro ect areas and ensure continued s2ste" support < Pentel #"erica* Upgrade fro" 11i; < &inancials= In(entor2= 37S < Better functionalit2B /etter support optionsB a/ilit2 to eli"inate custo"i@ations

< #,,* Upgrade fro" 11i1< < &inancials= #P= &# < 9argest Pa2a/les 8eplo2"ent 33

< #gil2s2s* Upgrade fro" 11i1< < Pro ects= #ssets= Pa2a/les= iProcure"ent < 5eeded integrated ERP s2ste" "anage and /alance "aintenance to support continued gro)t-

< +PS* Upgrade fro" 11i1< < 5e) &eatures and &unctionalit2

< 'racle +orp. Upgrade fro" Release 12 < &inancials= HR= Procure"ent= SSHR= +ontracts= etc.

< 8atacard* Upgrade fro" 11i; < $<A 7odules* &inancials= '7= In(= 37S= iSupplier= +R7= Pro ects= ',9= iProcure"ent= Purc-asing= etc.

< Usana Healt- Sciences* Upgrade fro" 11i1< < &inancials= P7= #d( Plan= In(= 37S < Support t-e "ulti-national co"pan2= I"pro(ed in(entor2 control= de"and (isi/ilit2= reduce cost of "anaging "fg processes

1%

'racle Pro ects

&or 7ore Infor"ationC < *ink to the elease (ontent Doc&ment 'or Projects < $p to and incl&ding !"#!#0

< https@88metalink"#oracle#com8metalink8pls:l8ml"Fdoc&ments#showDoc&mentG

< %or more in'ormation abo&t Oracle Applications

< http@88www#oracle#com8applications8home#html

< B&ilding the B&siness (ase 'or yo&r $pgrade < $pgrade Advisor My Oracle S&pport note and comm&nities

< https@88s&pport#oracle#com8(SP8main8articleGcmdAshowHtypeA7O)HidA"?1

16

Building t-e Business +ase for 2our Upgrade

#ccelerate 2our e(aluation and planning

-ttp*DDlaunc-.oracle.co"DE''3
17

Upgrade #d(isor on 72 'racle Support

18

,ec-nical '(er(ie)

19

12.1 upgrade o(er(ie)

<

!"#! was generally available J>AK in May "114

< Lia Oracle Electronic Prod&ct Delivery JEPDKand oracle Store < %or all the s&pported plat'orms and lang&ages

< (an be &sed by new and &pgrading c&stomers J!!#?#4 and aboveK to go directly to !"#!
< ,' yo& are on !!i- &se !"#! apid ,nstall 'rom EPD# %ollow instr&ctions 'rom the M$pgrade >&ide@ !!i to !"#!N < ,' yo& are on !"#1#O- &se !"#! Maintenance Pack J3010101K 'rom MyOracle S&pport JMOSK# %ollow instr&ctions 'rom M !"#!Maintenance Pack ,nstall ,nstr&ctions 3?"/!4#!KN

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12.1 upgrade o(er(ie)

Upgrade Pat-s

< Minim&m EBS s&ite level 'or direct &pgrade to !"#!

< !!i4- !!i4($!- !!i4($" or above < !!i!1- !!i!1($!- !!i!1($" or above < !"#1#1 and above

< Minim&m EBS s&ite level re:&ired 'or database to be at

< !1gr" J!1#"#1#2K @ !!i4($"- !!i!1($" < !!gr! J!!#!#1#3K @ !!i!1($"- !"#1#2 < !!gr" J!!#"#1#!K @ !!i!1($"- !"#1#2

< One or more o' the 'ollowing choices apply based on yo&r c&rrent con'ig&ration and yo&r target con'ig&ration
< $pgrade database and EBS level in a single downtime < $pgrade database and EBS level in separate downtimes

21

12.1 upgrade o(er(ie)

R12.1 ,ec-nolog2 Stac:

+o"plete list at F'racle E-Business Suite Release 12.1.1 7aintenance Pac: Installation InstructionsG HI%2J1;.1K

22

12.1 upgrade o(er(ie)

,ec-nolog2 ad(antages

<
< < < <

ich $,
*ook ahead *OLs Hover9over pop9&ps Spider graphs Didgets

< Better look and 'eel < OM* P&blisher + (&stomi=e reporting needs
< eporting Pack sol&tion < Every D% - report is converted in 6ml# 6ml and D% do co
e6ists 'or e#g# PAOA$M)( H PAOA$M)(FOM*

23

12.1 upgrade o(er(ie)

Sa"ple of -o(er o(er pop-up

< Hover yo&r c&rsor on Project 7&mber in the project list table to view project details

2$

24

'perational #d(antages
< < < < < S&pportability Stability Better per'ormance 8 Opport&nity to re engineer %re:&ent ($s *ess Maintenance (osts

25

Upgrade Best Practices

< Identification of reLuired patc-es
< Prepare a complete list o' pre and post patches and recommended code levels < ;eep the system c&rrent on AD8A)>8OAM code e#g# latest AD8A)> $Ps on !!i8 !"#1 and once on !"#! < High priority patches 'rom My Oracle S&pport < (onsolidated $pgrade Patches J($PK and re:&ired one o''s that need to be applied in pre9install mode# !"#! ($P! J7303029:12.1.0) is available now < eview M;nown9iss&esN sections 'rom key doc&ments to determine additional pre or post &pgrade patches @ < elease notes- MP ,nstall ,nstr&ctions

2J

26

Upgrade Best Practices

< Patch merging and se:&encing
< )ake advantage o' patch merge- hot patching and apply patches in the correct se:&ence# %or e#g# apply M*S as hot patches

< (omplete pre &pgrade activities

< ,denti'y and e6ec&te tasks that co&ld be completed in a separate downtime period- prior to the prod&ction &pgrade < $se applicable steps mentioned in the PDowntime red&ctionP and M$pgrade By e:&estN appendices E and > o' the !"#! &pgrade g&ide < $pgrade DBMS version to latest certi'ied 'or the c&rrent APPS level J !!#"#1#! 8 !!#!#1#3 8 !1#"#1#2 K < (onvert to Oracle Applications )ablespace ModelJOA)MK < (ompacts database- optimi=es storage settings and red&ces ,8O < Other planned HD or OS &pgrades

2I

27

Upgrade Best Practices

< Pre-upgrade acti(ities continued...
< $se )$MS JM)he $pgrade Man&al ScriptNK to avoid r&nning tasks that are not relevant 'or yo&r system < (onvert to m&ltiple organi=ation architect&re Doc&ment "!1!40#!K < Drop M ( schema J !!#?#!1 and above K < >ather stats with >A)HE FA$)O option 'or all schemas < Minimi=e historical data to be &pgraded as per b&siness re:&irements + M$pgrade By e:&estN < P&rge old and8or transient data be'ore &pgrading < Over "/1 standard p&rge programs in !" < $se new MP&rge PortalN in OAM to administrate

21

28

Upgrade Best Practices

< #dpatc- options and ot-er reporting tools
< $se applicable adpatch options to red&ce downtime and track key &pgrade aspects &sing in9b&ilt tools

< >e2 reco""ended fiMes HPre UpgradeK

< #ffecting Upgrade Perfor"ance < AD9Parallel improved scalability@ I4!30I! JPart o' 4!34?II AD ($PK < %orms8reports generation regression with !!g@ I??31!4 < Projects < PQFP% Oracle Projects (onsolidated $pgrade Patch J($PK 'or !"#!#! @ 413!?4I JPart o' 30101"4 A$ ($PK < .eneral < eview doc&ments "22121#! and 4?1I4/#! 'or latest EBS recommended per'ormance 'i6es
29

2;

Upgrade Pre 6 Post Reco""endations

< PRE Upgrade < ,nter'ace with payables
< Adj&stments on e6isting Prepayments- Prepayment Disco&nts and Prepayment Applications will be prohibited# < (&stomers have to ens&re that all necessary adj&stments are per'ormed be'ore &pgrading to !"# < Ens&re all the adj&stmenst to E6pense reports and S&pplier ,nvoices are '&lly processed prior to &pgrade# Jpa!"1&1?#s:l K

< P'S, Upgrade

< M ( @ ,' yo& have some c&stom col&mns de'ined 'or M ( amo&nts- those may generate errorsE < $nderstand and con'ig&re new pillar 'eat&res like ebta6- slamoac etc#

!<

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9essons 9earnt
< Properly si=e DBMS 'or &pgrade
< < < < < init#ora $ndo Shared pool DB (ache P>A Aggregate )arget

< Plan 'or additional storage 'or staging patches- pre9b&ilt code < $se prod&ction like hardware 'or $A) < Optimi=e (BO stats < Set pls:lFnoFcompileAyes < $se higher batch si=e J!11119"1111K < (hoose ade:&ate n&mbers o' workers
31

9essons 9earnt
< epeat the &pgrade &ntil all iss&es are 'i6ed and downtime is consistent < Ens&re new c&stomi=ations comply to new standard < )est E )est E H More )est E

32

References
&or 7ore Infor"ationC < !"#! doc&mentation roadmap J34142"#!K <MOracle E9B&siness S&ite elease !"#! ,n'o centerN JI1/?40#!K !"#! &pgrade J3/!?31#!K <Database preparation g&idelines 'or <Patching %ARs J2?4!?/#!- ""?!/?#!K <$sing staged or shared APP*F)OP and distrib&ted AD <J3021"?#!- 0I2"2I#!- "0/2/4#!K <OAM MPatch Di=ardN overview and %AR J43/!II#!- 43//II#!K <AD (ommand *ine Options 'or elease !" J!13I430#!K < ecommended Per'ormance %i6es J"22121#!- 4?1I4/#!K < !" $pgrade Si=ing H Best Practices J0440/"#!K

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PI+' Holdings

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'racle 'pen3orld 2<1<

EBS Pro ects Session Sc-edule
,itle Presenters 8ateD,i"e Dednesday 2@2? PM )h&rsday 4@11 AM 9ocation

Pro ect 7anage"ent Best Practices 'racle Pro ect #nal2tics for 'racle EBusiness Suite +IS8INs ,ransfor"ed Enterprise* Running t-e Business )it- 'racle Pro ects 12

Bar/ara &oM= 'racle Sel(a 7udaliar= 'racle Patric: >rause= I, +on(ergence Rao #di(i:olanu= 'racle RongMiang 9iao= +IS8I 9i O-i2ou= +IS8I 8ean Her/ac:= 'racle >a@i" Isfa-ani= 'racle Peff &la:e= 7.#. 7ortenson 8ean Her/ac:= 'racle +arl 7orle2= 'racle

Marriott Hotel >olden >ate B Moscone Dest *0 0111 Moscone Dest *0 0111

)h&rsday !1@01 AM

7anaging Pro ect Ris: Using 'racle Pro ects at 7. #. 7ortenson +o"pan2 Quic: 3ins t-at )ill "a:e 2ou a -ero* EBusiness Suite Pro ects

)h&rsday !@01 PM )h&rsday !@01 PM

Marriott Hotel >olden >ate B Moscone Dest *0 0111

Questions

Oracle OpenDorld

9atin #"erica 2<1<

December 3+4- "1!1

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Oracle OpenDorld

Bei ing 2<1<

December !0+!/- "1!1

!1

'racle Products #(aila/le 'nline

'racle Store
Bu2 'racle license and support online toda2 at oracle.co"Dstore

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,-e Pourne2 to Business Value

+-oose a Pat- ,-at4s Rig-t for ?ou

+ontinue on ?our +urrent Pat< E(aluate t-e latest #pplications releases to add (alue to 2our /usiness

7o(e to &usion Step /2 Step

#PP9I+#,I'5S #PP9I+#,I'5S U59I7I,E8 U59I7I,E8

< En-ance /usiness (alue /2 aug"enting #pplications Unli"ited )it- &usion 7iddle)are and &usion #pplications

Upgrade to &usion #pplications

< Upgrade /2 pillars or a glo/al single instance

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