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Value of Upgrading to Release 12.1 for E-Business Suite Projects

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

Program Agenda

R12.1 Upgrade Overview Functional

Recent Release History Projects Specific Changes Upgrade Considerations and Resources

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R 12.1 Upgrade Overview Technical

Overview Upgrade Best Practices Lessons Learnt

12.1 Customer Success PICO Holdings

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.

Functional Overview

EBS Product Update:

Continued Releases And Innovation

Released
Major Release Minor Release
EBS 11i10 EBS R12 EBS R12.1 EBS 12.1.2 EBS 12.1.3

Planned

EBS 12.x

2004

2007

2009

2010

2011+

Functional Innovation

Financials, Technology

Procurement, HCM, Service, SCM, Projects, Financials, Technology, MDM

EBS R12.1.3 released on Aug 20, 2010

New

Functional Enhancements across suite, plus statutory/regulatory updates and error corrections

E-Business Suite Release 12

The Global Business Release Oracle Projects

THINK GLOBALLY
To Make the Right Decisions

WORK GLOBALLY
To Be More Competitive

MANAGE GLOBALLY
To Lower Cost & Increase Performance
Implement, manage, and scale global applications easier
Subledger Accounting eTax Simplified Maintenance

Achieve global view of customer, supplier, partner & operations

Project Portfolio Analysis

Work better across applications, divisions, and regions

Multi-Org Access

Control
Removal of Supplier

Cost Adjustment Restrictions

Enhance Expenditure

Management

Inquiry with batched adjustments

Increase Operational Control and Efficiency

Whats New in Projects

Procurement

Results:
Applications Technology

Supply Chain

Automating Project Operations and Finances Managing your full Project Lifecycle with less effort

E-Business Suite
Financials & Projects Customer & Master Data Management Human Capital

Make better decisions with greater insight

E-Business Suite Release 12.1

Oracle Projects

Application Integration

Superior Ownership Experience

Product Innovation
Improve user satisfaction through increased productivity
Project Manager

Extend enterprise boundaries with Implement, manage and upgrade enhanced business processes applications at lower cost
MSP 2007 Certification Improved Services UPK Content for EBS BI Publisher Reporting Setup Automation

Reporting Pack
Self-Services

Procurement Integration
Advance Processing -

Expenditure Inquiry
Increased Automation in

Enhanced Integration between AR and Project Billing

Resource Management

Oracle Projects Release 12.1, 12.1.2, 12.1.3

Project Reporting

Project Management

Project Analytics Federal Financials Analytics

Resource Management

Planning Enhancements
Project Portfolio Analysis Project Management Project Resource Management

Improved Searches Date Validations & Defaults Streamlined Navigation

Project Costing

P6 Integration MSP Integration Enhancements Supplier Cost Dashboard

Self Services Expenditure Inquiry Performance Reporting Setup Audit

Project Collaboration

Global Project Repository

Integrated Services Procurement

Supplier Payment Controls

E&C Deduction Processing Project Security in Oracle Purchasing
Project ProjectBilling Billing

Project Costing Project Billing Project Contracts

Reporting Performance Improvements

Enterprise and Project Insight

Program APIs

Personalized Role-Based Views Project Foundation

Prepayment Receipt Application Effective Date Funds Consumption

Enhanced Change Management

iSetup/R12 Diagnostics

UI Improvements

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R 12.1 Upgrade Overview

Functional

Architectural/Financial uptakes that benefit projects users Catch up all of 11i10 M RUP4 enhancements/patches New functionality leveraging Fusion technology Easier upgrade path if and when you decide to move to Fusion

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Building the Business Case for Upgrading

Evaluate the new 12.1 features in the products you are currently running
Opportunities to eliminate customizations Greater flexibility to match the needs of your business Opportunities for additional automation and process improvement

Look for adjacent products that might add value

Many products are much stronger at the 12.1 level than they were in 11.5.10 Adding modules is low cost since you are leveraging the implementation work you have already done Some customers have justified the upgrade primarily by the need to get to the 12.1 level so they could implement additional products

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Upgrade Considerations

Secure consulting skills early

12.1.x implementation experience will be in short supply for the next while The number of customers upgrading to 12.1 will be significantly higher than to 12.0

Some customers might want to consider a reimplementation rather than an upgrade Consider increasing UAT and Training timeframes
Significant number of enhancements will increase time required

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Key Message to EBS 11i Customers

Upgrade to EBS 12.1 and Get More Return on Your Investment Release VALUE: 12.1 provides business value across the suite in addition to the Financials focused Release 12
Customers should evaluate the business value of the Release 12.1 Leverage complementary Apps including Fusion Applications

QUALITY Results: Customers are live today on 12.1

New and existing customers are already live and upgrading Customers are achieving predictable results => use OCS, Experienced SIs or Oracle On Demand.

Choose ROADMAP: 11i support deadlines are coming up

Premier Support ends in Nov 2010; uplift fee waived until Nov 2011 Extended Support ends in Nov 2013

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Oracle E-Business Suite Release 12.1

A Sample of Customers Who have Upgraded!
McDonalds : Upgrade from 11i10 Projects, Assets, Payables, iProc Standardize construction mgmt processes, track and manage costs by project areas and ensure continued system support Pentel America: Upgrade from 11i9 Financials, Inventory, WMS Better functionality; better support options; ability to eliminate customizations

ATT: Upgrade from 11i10 Financials, AP, FA Largest Payables Deployment WW

Agilysys: Upgrade from 11i10 Projects, Assets, Payables, iProcurement Needed integrated ERP system manage and balance maintenance to support continued growth

CPS: Upgrade from 11i10 New Features and Functionality

Oracle Corp. Upgrade from Release 12 Financials, HR, Procurement, SSHR, Contracts, etc.

Datacard: Upgrade from 11i9 40+ Modules: Financials, OM, Inv, WMS, iSupplier, CRM, Projects, OTL, iProcurement, Purchasing, etc.

Usana Health Sciences: Upgrade from 11i10 Financials, PM, Adv Plan, Inv, WMS Support the multi-national company, Improved inventory control, demand visibility, reduce cost of managing mfg processes

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Oracle Projects
For More Information Link to the Release Content Document for Projects Up to and including R 12.1.3
https://metalink2.oracle.com/metalink/plsql/ml2_documents.show Document?p_database_id=NOT&p_id=561580.1

For more information about Oracle Applications

http://www.oracle.com/applications/home.html

Building the Business Case for your Upgrade Upgrade Advisor My Oracle Support note and communities
https://support.oracle.com/CSP/main/article?cmd=show&type=NO
T&id=250.1

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Building the Business Case for your Upgrade

Accelerate your evaluation and planning

http://launch.oracle.com/?OOW
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Upgrade Advisor on My Oracle Support

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Technical Overview

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12.1 upgrade overview

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 Rapid Install from EPD. Follow instructions from the Upgrade Guide: 11i to 12.1 If you are on R12.0.X, use R12.1 Maintenance Pack (7303030) from MyOracle Support (MOS). Follow instructions from R12.1Maintenance Pack Install Instructions 752619.1)

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12.1 upgrade overview

Upgrade Paths

Minimum EBS suite level for direct upgrade to R12.1

11i9, 11i9CU1, 11i9CU2 or above 11i10, 11i10CU1, 11i10CU2 or above R12.0.0 and above

Minimum EBS suite level required for database to be at

10gr2 (10.2.0.4) : 11i9CU2, 11i10CU2 11gr1 (11.1.0.7) : 11i10CU2, R12.0.4 11gr2 (11.2.0.1) : 11i10CU2, R12.0.4

One or more of the following choices apply based on your current configuration and your target configuration
Upgrade database and EBS level in a single downtime Upgrade database and EBS level in separate downtimes

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12.1 upgrade overview

R12.1 Technology Stack

Technology Component

Version included 11.5.10.2 6.0.8.25

Version included 12.0.4 RI 10.1.2.2

Version included R12.1 RI

Version certified with

Minimum required version for upgrade 10.1.2.3

Apps Mid tier Forms/Repor ts

10.1.2.3

Apps Mid tier- Java Oracle Home / Apps Mid tier-JDK

Database/JD BC drivers

1.0.2.2/ 1.4.2

10.1.3.0/ 1.5

10.1.3.4/1.6.0

10.1.3.5

10.1.3.4/1.6.0

9.2.0.6/9.2.0.6

10.2.0.3

11.1.0.7/11.1.0.7

11.2.0.1

10.2.0.4/11.1. 0.7

Complete list at Oracle E-Business Suite Release 12.1.1 Maintenance Pack Installation Instructions (752619.1)

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12.1 upgrade overview

Technology advantages

Rich UI
Look ahead LOVs Hover-over pop-ups Spider graphs Widgets

Better look and feel XML Publisher Customize reporting needs

Reporting Pack solution Every RDF , report is converted in xml. xml and RDF do co
exists for e.g. PAXAUMTC & PAXAUMTC_XML

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12.1 upgrade overview

Sample of hover over pop-up

Hover your cursor on Project Number in the project list table to view project details

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Operational Advantages

Supportability Stability Better performance / Opportunity to re engineer Frequent CUs Less Maintenance Costs

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Upgrade Best Practices

Identification of required patches
Prepare a complete list of pre and post patches and recommended code levels Keep the system current on AD/ATG/OAM code e.g. latest AD/ATG RUPs on 11i/R12.0 and once on R12.1 High priority patches from My Oracle Support Consolidated Upgrade Patches (CUP) and required one offs that need to be applied in pre-install mode. R12.1 CUP1 (7303029:12.1.0) is available now Review Known-issues sections from key documents to determine additional pre or post upgrade patches : Release notes, MP Install Instructions

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Upgrade Best Practices

Patch merging and sequencing
Take advantage of patch merge, hot patching and apply patches in the correct sequence. For e.g. apply MLS as hot patches

Complete pre upgrade activities

Identify and execute tasks that could be completed in a separate downtime period, prior to the production upgrade Use applicable steps mentioned in the "Downtime reduction" and Upgrade By Request appendices E and G of the R12.1 upgrade guide Upgrade RDBMS version to latest certified for the current APPS level ( 11.2.0.1 / 11.1.0.7 / 10.2.0.4 ) Convert to Oracle Applications Tablespace Model(OATM) Compacts database, optimizes storage settings and reduces I/O Other planned HW or OS upgrades

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Upgrade Best Practices

Pre-upgrade activities continued...
Use TUMS (The Upgrade Manual Script) to avoid running tasks that are not relevant for your system Convert to multiple organization architecture Document 210193.1) Drop MRC schema ( 11.5.10 and above ) Gather stats with GATHER_AUTO option for all schemas Minimize historical data to be upgraded as per business requirements Upgrade By Request Purge old and/or transient data before upgrading Over 260 standard purge programs in R12 Use new Purge Portal in OAM to administrate

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Upgrade Best Practices

Adpatch options and other reporting tools
Use applicable adpatch options to reduce downtime and track key upgrade aspects using in-built tools

Key recommended fixes (Pre Upgrade)

Affecting Upgrade Performance AD-Parallel improved scalability: 8917381 (Part of 9179588 AD CUP) Forms/reports generation regression with 11g: 8557019 Projects PJ_PF Oracle Projects Consolidated Upgrade Patch (CUP) for 12.1.1 : 9071598 (Part of 7303029 AU CUP) General Review documents 244040.1 and 950896.1 for latest EBS recommended performance fixes

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Upgrade Pre & Post Recommendations

PRE Upgrade Interface with payables
Adjustments on existing Prepayments, Prepayment Discounts and Prepayment Applications will be prohibited. Customers have to ensure that all necessary adjustments are performed before upgrading to R12. Ensure all the adjustmenst to Expense reports and Supplier Invoices are fully processed prior to upgrade. (pa120u05.sql )

POST Upgrade
MRC : If you have some custom columns defined for MRC amounts, those may generate errors! Understand and configure new pillar features like ebtax, sla, moac etc.

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Lessons Learnt
Properly size RDBMS for upgrade
init.ora Undo Shared pool DB Cache PGA Aggregate Target

Plan for additional storage for staging patches, pre-built code Use production like hardware for UAT Optimize CBO stats Set plsql_no_compile=yes Use higher batch size (10000-20000) Choose adequate numbers of workers
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Lessons Learnt
Repeat the upgrade until all issues are fixed and downtime is consistent Ensure new customizations comply to new standard Test ! Test ! & More Test !

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References
For More Information R12.1 documentation roadmap (790942.1) Oracle E-Business Suite Release 12.1 Info center (806593.1) Database preparation guidelines for R12.1 upgrade (761570.1) Patching FAQs (459156.1, 225165.1)

Using staged or shared APPL_TOP and distributed AD

(734025.1, 384248.1, 236469.1) OAM Patch Wizard overview and FAQ (976188.1, 976688.1) AD Command Line Options for Release R12 (1078973.1) Recommended Performance Fixes (244040.1, 950896.1) R12 Upgrade Sizing & Best Practices (399362.1)

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PICO Holdings

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Oracle OpenWorld 2010

EBS Projects Session Schedule
Title Presenters Date/Time Wednesday 4:45 PM Thursday 9:00 AM Location

Project Management Best Practices Oracle Project Analytics for Oracle EBusiness Suite CISDI's Transformed Enterprise: Running the Business with Oracle Projects 12

Barbara Fox, Oracle Selva Mudaliar, Oracle Patrick Krause, IT Convergence Rao Adivikolanu, Oracle Rongxiang Liao, CISDI Li Zhiyou, CISDI Dean Herback, Oracle Kazim Isfahani, Oracle Jeff Flake, M.A. Mortenson Dean Herback, Oracle Carl Morley, Oracle

Marriott Hotel Golden Gate B Moscone West L3 3000 Moscone West L3 3000

Thursday 10:30 AM

Managing Project Risk Using Oracle Projects at M. A. Mortenson Company Quick Wins that will make you a hero: EBusiness Suite Projects

Thursday 1:30 PM Thursday 1:30 PM

Marriott Hotel Golden Gate B Moscone West L3 3000

Questions

Oracle OpenWorld

Latin America 2010

December 79, 2010

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Oracle OpenWorld

Beijing 2010
December 1316, 2010

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Oracle Products Available Online

Oracle Store
Buy Oracle license and support online today at oracle.com/store

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The Journey to Business Value

Choose a Path Thats Right for You

Continue on Your Current Path

Evaluate the latest Applications releases to add value to your business

Move to Fusion Step by Step

APPLICATIONS UNLIMITED

Enhance business value by augmenting Applications Unlimited with Fusion Middleware and Fusion Applications

Upgrade to Fusion Applications

Upgrade by pillars or a global single instance

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