oow15 - planning your upgrade to oracle e-business suite 12.2

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 2

Planning Your Upgrade to Oracle E-Business Suite 12.2

Anne Carlson Senior Director, EBS Product Strategy Oracle E-Business Suite Development October 26, 2015

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement

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 Oracle’s products remains at the sole discretion of Oracle.

3


Program Agenda

1

2

EBS Strategy and Roadmap

12.2 Upgrade Planning Considerations

Key Takeaways

Additional Resources

4

3

4


• See Video Highlight and Other Links at Bottom of Press Release

5

EBS 12.2.5 Press Release and Video Highlight Generally Available Oct 16, 2015

Link to Press Release

education.oracle.com/streams/ebusinesssuite

https://www.oracle.com/corporate/pressrelease/new-oracle-e-business-suite-release-101615.html

https://education.oracle.com/streams/ebusinesssuite

https://education.oracle.com/streams/ebusinesssuite

http://docs.oracle.com/cd/E26401_01/nav/scm.htm

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | 6

Continued Investment for Years to Come

Oracle E-Business Suite Release Roadmap

9/2013 12/2013 9/2014

12.2 12.2.3 12.2.4 12.2.5 12.2.6 12.2.7 12.3 12.1 12.1.2 12.1.3 12.1.3+

5/2009 12/2009 8/2010 10/2015

New Release


Continued Investment Building Upon the Strengths of EBS Integrated Global Suite

Oracle E-Business Suite 12.2 Investment Priorities

EBS

7

Projects & Procurement

Financials

Human Capital

Manufacturing & Planning

Asset Lifecycle & Service

Order Mgt & Logistics

Modern User Experience and Mobility

Simple and actionable user experience for operational roles

Functional Advancements

Rich functional flows for modern business in integrated global suite

Operational Efficiency

Lower effort and cost to operate and optimize EBS system


1. Build the Business Case for 12.2 Upgrade

2. Understand Factors Driving Time & Resources

3. Understand Online Patching Architecture

4. Plan for Impacts on Business Users

5. Plan for Impacts on Apps DBAs

6. Plan for Impacts on Customization Developers

7. Determine the Target Code Configuration

8. Plan to Provision Upgrade Environments

9. Understand the Upgrade Process

10. Test and Optimize Your Upgrade Process

12.2 Upgrade Planning

Considerations

8













Considerations

9


Oracle E-Business Suite 12.2 - Highlights

• Users remain online while patches are applied

• User downtime is limited to a short cutover period

• The maintenance window in 12.2 is predictable

• Critical business operations and revenue generating activities continue during patching

Signature Feature – Online Patching for Business Continuity

10


Reduced Downtime; Richer User Experience and Functional Flows Across the Suite

Oracle E-Business Suite Release 12.2 Highlights

• Latest Oracle Look and Feel: Choice for Icon-Based Navigation; New Interactions & Widgets • Tablet Optimizations: Support for Familiar Tablet Interactions in HTML UIs; Tablet Optimized App Designs • Smartphone Apps: Simple, Actionable Apps for Targeted Roles On the Go. Available for 12.1.3 & 12.2 • Information Discovery: Dashboards to Identify & Act on Priority Transactions without Custom Reporting*

• Functional Advancements Across the Suite • Subscription and Services Selling • Outcome-Based Procurement • Supply Chain Agility across Logistics,

Manufacturing, Planning, and Service • Advanced Project Controls and Project Billing • Linear Asset Management • Streamlined HTML User Interfaces • Customer Voted Enhancements

• Online Patching: Patching While Users on the System for Reduced Downtime • Technology Stack: WebLogic Server, Advanced Configuration Management • Automated System Mgt and Testing: Enhanced Patch Wizard, OATS Flowbuilder with EBS Content*

Modern User Experience and Mobility

Functional Advancements

Operational Efficiency

• New Products • Procurement Command Center* • Project Procurement* • Contract Renewal Command Center* • Advanced Project Planning and Control* • Yard Management • Outsourced Manufacturing* • In-Memory Cost Management* • Supply Chain Event Management*

* denotes new product(s) for 12.1.3 and 12.2


EBS Release Content Documents 12.1 and 12.2 New Products and New Features, Doc 1302189.1

12

Organized by family, product, and point release

https://support.oracle.com/CSP/main/article?cmd=show&type=NOT&id=1302189.1


Related Sessions

EBS 12.2 – Highlights

Monday Oct 26

4:00 pm -4:45 pm

CON6413 - Oracle E-Business Suite Technology: Latest Features and Roadmap Lisa Parekh, VP Oracle

MW-3002/3004

Tuesday Oct 27

12:15 pm -1:00 pm

CON6411 - Oracle E-Business Suite: What’s New in Release 12.2 Beyond Online Patching Jeanne Lowell, VP EBS Product Strategy

MW-3022

13


2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

11.5.10 GA 11/2004

Sustaining 12.0 GA 1/2007

12.1 GA 5/2009

12.2 GA 9/2013

Sustaining

Extended 11/2013

1/2012 1/2015

11/2010 12/2015

12/2016 12/2019 5/2009

9/2013 9/2021

Exception

Sustaining

Extended

Premier

Customer Choice to Use 12.1 or 12.2

Oracle E-Business Suite Support Timelines

Support updates as of 5/2015

12.2 Premier Support through 9/2021 (3 years of Extended Support changed to Premier Support)

For more info, see Oracle Lifetime Support Policy: Oracle Applications

14

1

Premier

Extended

Extended Sustaining

Extended Sustaining

Sustaining

Sustaining

1 Premier

Premier

Exception

Premier

http://www.oracle.com/us/support/library/lifetime-support-applications-069216.pdf

http://www.oracle.com/us/support/library/lifetime-support-applications-069216.pdf


Build the Business Case for 12.2 Upgrade Summary

Online Patching for continuous business operation

More modern user experience to appeal to users

New functional features to reduce customizations & improve automation

Continuing, easy-to-adopt updates on 12.2

Longer support life on 12.2













Considerations

16


Key Factors Driving Time and Resources 12.1 to 12.2 Upgrade

• Size of EBS footprint and uptake of new functionality – Number of modules and business flows that will need validation

• Number and complexity of customizations and integrations – Compliance with new 12.2 development standards, including for vendor-supplied integrations

• Complexity of topology – Multiple middle tier nodes, nodes inside and outside the firewall, RAC, etc.

• Technical team skills – Readiness to adapt to 12.2 technology changes: Online Patching and WebLogic Server

• Other changes you combine with the EBS upgrade – Move to new HW/OS, combine multiple instances into a global single instance, etc.


Different Project Team for the 12.1 to 12.2 Upgrade

11.5.10 to 12.1 12.1 to 12.2

18

Technical team is key Functional team is key

• DBAs

• System Administrators

• Customization Developers

• Financials Specialists

• Tax Specialist

• Business Process Owners













Considerations

19


Online Patching Dramatically Reduce Patching Downtime

• Remove obsolete objects

• Restart application on Patch Edition

• Compile invalid objects

• Wait for a good downtime window

• Apply one or more patches to the Patch Edition

• Copy the production app code

• Create a new Patch Edition in the DB

Cutover Finalize Apply Prepare Cleanup

Users Online

Users Offline

Users Online

• Online Patching cycle includes 5 phases

• Application is only offline during the “Cutover” phase

• Online Patching is used to apply all EBS patches in 12.2


• Run file system

– Used by online users

– Stores a complete copy of all Applications and Middle Tier code

– Logically mapped to either fs1 or fs2

• Patch file system

– Used by patching tools

– Stores a complete copy of all Applications and Middle Tier code

– Logically mapped to either fs1 or fs2

21

• Non-Editioned file system

– Used for data files e.g.: data import/export files, log files, report output files

– Only stores data files

Online Patching uses a Dual File System

fs1 and fs2 switch Run and Patch designations during the Cutover phase of an Online Patching cycle

fs1

Run

fs1

Cutover fs1 fs2

Patch Patch

fs2

Run Patch Run


Online Patching is enabled by 11gR2 Database Editioning Multiple Copies of Database Code Objects Can Coexist

• Client code connects to an “edition” of database code

– Run Edition • Used by online users

• Never changed by a patch

– Patch Edition • Used by patching tools

• Changes do not affect the running application

• Patch Edition becomes the Run Edition at Cutover

22

DBA Business Users


12.2 Online Patching Architecture

23

Synchronization is managed by patching tools

Editions-Enabled Database

Non-Editioned File System

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP

Oracle HTTP Server (OHS)

WebLogic Server (WLS)

FS1

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



FS2 PATCH_TOP

APPL_TOP_NE

LOGS

Run File System Patch File System

FS_NE


Prepare: Sync Patch & Run File Systems, Create Patch Edition in DB

24

Synchronization is managed by patching tools



Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



FS1

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



FS2 PATCH_TOP

APPL_TOP_NE

LOGS


FS_NE

EBS

Patch


Apply: Apply Patches to Patch File System and Patch Edition in DB

25



Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



FS1

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



FS2 PATCH_TOP

APPL_TOP_NE

LOGS


FS_NE

EBS

Patch


Cutover: Restart App Tier Services on Switched Patch and Run

26


Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



Run File System

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



Patch File System

FS1 FS2

FS_NE


PATCH_TOP

APPL_TOP_NE

LOGS


Database Editioning and Transactional Data Online Patching Copies the Code, but not the Transactional Data • A single copy of transactional data is stored in your database

– Data storage objects such as tables and indexes are “Non-editioned”

• Editioning Views project the correct logical view of physical tables to Run and Patch Editions

– Allowing patches to update the data model without interfering with the running app

• Crossedition Triggers propagate data updates from Run to Patch Edition – Replacing traditional data upgrade scripts

27


Database Editioning Views Enable Online Patching of Data Model Updates

• Patch and Run Editions see a different projection of the table – Code in the Run Edition sees the Status

column as a NUMBER

– Code in the Patch Edition sees the updated Status column as VARCHAR2(30)

Run Edition View

Patch Edition View

Name Type

ID NUMBER

FILED_BY VARCHAR2(30)

STATUS NUMBER

STATUS#1 VARCHAR2(30)

Service Request Table Definition

Name Type

ID NUMBER


STATUS NUMBER

Service Request Editioning View

Name Type

ID NUMBER


STATUS VARCHAR2(30)

Service Request Editioning View

28


Crossedition Triggers Data in Existing Rows is Mapped from Run to Patch Edition

ID FILED_BY STATUS STATUS#1

Service Request Table

1 JSMITH 11

2 RGUPTA 30

3 SDUBOIS 90

OPEN

INFO_REQUESTED

FIXED

ID FILED_BY STATUS

1 JSMITH 11

2 RGUPTA 30

3 SDUBOIS 90

Run Edition View

Patch Edition View

Crossedition Trigger

ID FILED_BY STATUS

1 JSMITH OPEN

2 RGUPTA INFO_REQUESTED

3 SDUBOIS FIXED

29

• Numeric values 11, 30, 90 are mapped to character

values ‘OPEN’, ‘INFO_REQUESTED’, ‘FIXED’


Crossedition Triggers Data in New Rows is Mapped from Run to Patch Edition

ID FILED_BY STATUS STATUS#1

Service Request Table

1 JSMITH 11

2 RGUPTA 30

3 SDUBOIS 90

OPEN

INFO_REQUESTED

FIXED

ID FILED_BY STATUS

1 JSMITH 11

2 RGUPTA 30

3 SDUBOIS 90

Run Edition View

Patch Edition View

Crossedition Trigger

ID FILED_BY STATUS

1 JSMITH OPEN

2 RGUPTA INFO_REQUESTED

3 SDUBOIS FIXED

4 ACHANG 11 OPEN

4 ACHANG 11

4 ACHANG OPEN

30

• Numeric value 11 is mapped to character value ‘OPEN’


Understand Online Patching Architecture Summary

All EBS patches for Release 12.2 and beyond are Online Patches

Online Patching of code is enabled by the new Dual File System and the Database Editioning feature introduced with 11gR2

Online Patching of transactional tables is enabled by Database Editioning Views and Crossedition Triggers

31

See Oracle E-Business Suite 12.2: Online Patching FAQ (Doc 1583902.1)


Related Sessions

Online Patching

Tuesday Oct 27

4:00 pm -4:45 pm

CON8133 - Online Patching with Oracle E-Business Suite 12.2 Kevin Hudson, Senior Director

MW-3022

32













Considerations

33


Plan for Impacts on Business Users Overview • New, more modern user experience

• Any new functionality and business process changes you implement

• Expectations around Online Patching downtime

34


Oracle Cloud Home Page

Common Ground with Cloud Applications User Experience Convergence

Shared User Experience Lab

EBS 12.2.4 and 12.2.5 Touch Friendly New Home Page

35


Latest Oracle Look and Feel Across EBS Manager Self Service: Simplified UI

EBS HCM 12.2.5 EBS HCM 12.1.3

36


Modern HTML UI and Tablet Friendly Layout

Order Management: HTML User Interface


Increased Spacing on Tablet for Easier Touch Interactions

Touch-Friendly Layout

Laptop / Desktop Tablet Increased Row, Column Header, and Button Height

Oracle Application Framework 12.2 responsively handles layout, based on device


Page Interactions on Tablet via Touch

Gesture Support

Table Controls Drag and drop to reorder columns, hide columns

Table Scroll and Refresh Swipe up and down in table for more rows in table, or sideways for horizontal scroll

Page Scroll Swipe up and down on region to scroll page


Multi-mode Application Simulations See It - Try It - Know It - Do It- Print It

System Process Docs and Job Aids User Acceptance Test Scripts

Training Guides

Instructor and Student

Process Recording & Editing

Oracle UPK to Facilitate Change Management Single Recording Produces Multiple Outputs for Use Throughout the Project Lifecycle


Enable Self-Service Learning for Business Users

Oracle UPK: Multi-Mode Application Simulations

SEE IT TRY IT KNOW IT DO IT User Modes

Self-Running Demo Interactive Simulation Testing for Competence Context-Sensitive Help


Expectations Around Online Patching Downtime Set Appropriate Expectations for Online Patching Downtime

• Online Patching does not mean zero downtime

– There is still a brief Cutover phase during which users are offline

• DBAs can choose to combine Online Patching Cutover with other maintenance activities that prolong the downtime, e.g.:

– Applying custom code

– Updating system passwords

• Online Patching cannot be used for Database and OS patching

– Users will still experience a downtime when Database and OS patches are applied

42













Considerations

44


Plan for Impacts on Apps DBAs Overview • New 12.2 patching utility to orchestrate Online Patching cycle

• New 12.2 Technology Stack

• Changes to Applications tier configuration and management

• Applications tier sizing considerations

• Changes to EBS cloning process

45


Learn ADOP – New Utility to Orchestrate Online Patching

• Prepare the running system for an Online Patching cycle

• Apply one or more patches with a single adop command

• Repeat Apply and Finalize phases as often as needed

• Defer Cutover until a convenient time

• When users are back online, do Cleanup of obsolete objects

$ adop phase=prepare

$ adop phase=apply patches=1234,5678

$ adop phase=finalize

$ adop phase=cutover

$ adop phase=cleanup

46

Steps You Through the Online Patching Phases

See Oracle E-Business Suite Maintenance Guide, Release 12.2 for adop syntax options.


ADOP - Patching of Single- and Multi-Node Deployments

Single Application Tier Node

adop

Primary Node

Application Tier

Database Tier

Multiple Application Tier Nodes

Primary Node

Secondary Node

Secondary Node

adop

Invoke ADOP on Primary Node to Manage Patching of any Secondary nodes

Application Tier

Database Tier


10gR2 | 11g

EBS Release 12.0/12.1 Technology Stack Client

JDB

C/SQ

L Net

HT

TP/S

Application Database

RAC & ASM

Global Single Data Model

Forms

BI Publisher

BC4J

We

b L

iste

ne

r

10g

JSP

UIX

OC4J

48


EBS Release 12.2 Technology Stack Client

JDB

C/SQ

L Net

HT

TP/S

Application Database

R2

Edition-Based Redefinition

WebLogic JSP

Forms

BI Publisher

BC4J

We

b L

iste

ne

r

WebLogic Server

RAC & ASM

Global Single Data Model

49

UIX


WebLogic Server 11g Part of the EBS 12.2 Application Tier

50

• Familiar to some Apps DBAs/Sysadmins

• Will use both EBS Autoconfig and native WebLogic facilities for 12.2 configuration

• Don’t assume that prior knowledge is sufficient

See Managing Configuration of Oracle HTTP Server and Web Application Services in Oracle E-Business Suite Release 12.2 (Doc 1905593.1)


Oracle E-Business Suite 12.2 Configuration Where to perform configuration changes

Fusion Middleware Control

WLS Administration Console

Oracle Application Manager & Autoconfig

Database Home

SID name, Listener, dbPorts, etc.

Oracle HTTP Server Performance directives, log configuration, ports, mod_perl,

mod_wl_ohs, etc.

WebLogic Server oacore, oafm, forms

and forms-c4ws services, etc.

Oracle E-Business Suite Developer 10g, Product Specific Settings, etc.


EBS Release 12.2 Application Tier Re-evaluate Application Tier Sizing

52

• WebLogic Server and Dual File System increase sizing requirements

• Review 12.2 sizing doc – Oracle E-Business Suite Installation Guide:

Using Rapid Install Release 12.2 • DB and App Tier Sizing Guidelines

• JVM Parameter Settings for 64-bit Java on WLS Web Tier

• Validate sizing through testing with representative data & workloads

• Consult your hardware vendor or SI

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP

Application Tier



Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP



FS_NE

https://docs.oracle.com/cd/E26401_01/doc.122/e22950.pdf





Additional DBA Considerations Practice EBS 12.2 Cloning

53

• Database Tier cloning process is much the same as in 12.1

• App Tier process now uses single-step cloning of Run & Patch file systems (new with AD/TXK Delta 7)

• Before cloning, let active Online Patching cycle run through the Cleanup phase

Application Tier Cloning Process

See Cloning Oracle E-Business Release 12.2 with Rapid Clone (Doc 1383621.1)

Source Target

Run Run

Patch Patch

1 adpreclone

2 Copy

3 adcfgclone dualfs=yes


Related Sessions

Installation & Architecture

Tuesday Oct 27

12:15 p.m.

CON8128 - Installation, Cloning, and Configuration of Oracle E-Business Suite 12.2 Max Arderius, Senior Principal Product Manager, Oracle

Moscone West—3014

Thursday Oct 29

10:45 a.m.

CON8129 - Advanced Architectures for Oracle E-Business Suite Noby Joseph, Architect ATG Development, Oracle Elke Phelps, Senior Principal Product Manager, Oracle

Moscone West—3022

54


Operational Efficiency with Better System Management

Streamline customizations

• Discover & Report inventory of customizations

• Validate readiness of customizations for online patching standards

• Ability to package, deploy & promote custom online patches across multiple EBS instances

Simplify online patching

• Patch recommendations for EBS applications and technology stack components

• Simplified process for online patching and patch promotion policies

• Ensuring integrity of run and patch editions

• Smooth transition to run edition after cutover process

Effectively manage EBS 12.2

• Monitor all EBS Tech stack services and components

• Automated Cloning

• Instance administration to add or remove managed services

• Compare run and patch editions, technical configurations, and patches between instances

• Performance Management & Diagnosis: RUEI & JVM Diagnostics

• Check industry, regulatory or company compliance standards

55

Application Management Suite for E-Business Suite 12.2


Related Sessions

System Management

Wednesday Oct 28

11:00 a.m.

CON8127 - Oracle Enterprise Manager 12c Cloud Control for Managing Oracle E-Business Suite 12.2 Angelo Rosado, Senior Principal Product Manager, Oracle

Moscone West—3022

Thursday Oct 29

1:15 p.m.

CON8126 - Case Study: Oracle Application Management Suite for Oracle E-Business Suite Sue Gill, Senior Database Administrator, GE Corporate Angelo Rosado, Senior Principal Product Manager, Oracle

Moscone West—3004

56













Considerations

58


Plan for Impacts on Customization Developers Overview • Evaluating existing customizations

• New 12.2 development standards

• Reports to help you find and fix development standards violations

• Integration of custom and third-party products

59


Evaluating Customizations Consider Replacing Customizations with Standard EBS Functionality • Especially relevant if you did a minimal technical upgrade from 11i to 12

• Review what is now available in EBS Products

– See E-Business Suite Release Content Documents (Doc 1302189.1 )

• Review the available country localizations

– See E-Business Suite Globalization Center (Doc 973912.1)




Evaluating Customizations Plan for 12.2 Impacts on Customizations You Decide to Upgrade • EBS 12.2 data model changes

– See Data Model Comparison Report (Doc 1290886.1)

• New 12.2 UI standards for OA Framework-based pages

– See Oracle E-Business Suite Release 12.2.4 Upgrade Considerations for OA Framework-based Applications (Doc 1927975.1)

• New 12.2 development standards for Online Patching compatibility – See EBS Developer’s Guide Release 12.2


Decide Which Standards Compliance Level to Target

New 12.2 Development Standards for Custom Code

Minimal Full

• Optional, additional standards must be met for custom code to be Online Patchable

• Required, minimal set of standards must be met for custom code to run correctly on 12.2

• Decision is based on importance of minimizing downtime • In either case, EBS Patches are always applied online


Custom Code is Fully Compliant with 12.2 Standards Apply Custom Code While Users are Online, Incur Brief Cutover Downtime


• Restart application on Patch Edition



• Apply EBS patches to the Patch Edition

• Apply custom code patches to the Patch Edition




Users Online

Users Offline

Users Online

• Apply to the Patch Edition while users are online

• Patch both EBS and custom code during same Apply phase

• Restart application on Patch Edition after brief Cutover period

65


Custom Code is Minimally Compliant with 12.2 Standards Apply Custom Code During Extended Cutover, Prolonging the Downtime


• Apply custom code to new the Run Edition during Extended Cutover






Users Online

Users Offline

Users Online

• Prevent automatic restart at end of Cutover

• Apply custom code directly to new Run Edition

• Restart application after Extended Cutover period

66

Extended Cutover

• Apply EBS patches to the Patch Edition


Existing Standards have been Tightened and Extended – Examples to Illustrate

New 12.2 Development Standards for Custom Code

Minimal Full

• Column name must be unique within the first 28 characters

• Change column data type by creating a replacement column & coding a Crossedition trigger

• All code must access the data model through the APPS synonym

• Triggers must be created on editioning views, not tables

See EBS Developer’s Guide Release 12.2


Identify Standards Violations and Recommended Fixes

Reports to Check for Standards Compliance

Summary Readiness Report Custom DB schemas you must register with EBS before Online Patching Enablement

Manual Fix Readiness Report Custom DB objects you must manually fix before Online Patching Enablement

Database Standards Checker DB objects and code that violate 12.2 development standards

File System Standards Checker File system source files that violate 12.2 development standards

See Using the Online Patching Readiness Report in Oracle E-Business Suite Release 12.2 (Doc 1531121.1)


Preparing Custom Code: Prior to 12.2 Upgrade Project

69

Run Reports and Apply Fixes Today to Avoid Rework at Upgrade Time


Get the reports patch for your current release (11.5.10, 12.0, or 12.1)

Run reports on current release

Apply recommended fixes in test environments

Iterate until compliant

Deploy remediated code in production (optional)

Recommended fixes are backward compatible


Preparing Custom Code: During 12.2 Upgrade Project

70

Run Reports During 12.2 Upgrade Cycles to Confirm Standards Compliance


Upgrade to 12.2

Run reports on 12.2

Apply recommended fixes to custom DB code and schemas

• Iterate until compliant for DB • Apply MT fixes at later stage

Re-run reports to confirm standards compliance

Run Online Patching Enablement

Automatically fixes many violations


Integrating Custom and Third-Party Products Evaluate Integrations to Determine If Changes Are Needed

• Some integrations will need changes to comply with 12.2 standards

– Integrations implemented as custom EBS apps, or ones that install triggers invoked by an EBS app

• Other integrations do not require changes

– Integrations that work through EBS web services, file import, or App tier APIs

• Confirm that your third-party integrations have been validated with 12.2 – Some vendors register their integrations with Oracle: Oracle Validated Integrations

71

See Guidance for Integrating Custom and Third-Party Products with Oracle E-Business Suite Release 12.2 (Doc 1916149.1)

http://www.oracle.com/partners/campaign/eblasts/ovi-current-validations-popup-2003330.html


Related Sessions

Upgrading Customizations to 12.2

Tuesday Oct 27

5:15 pm -6:00 pm

CON8130 - Migrating and Managing Customizations for Oracle E-Business Suite 12.2 Santiago Bastidas, Senior Principal Product Manager, Oracle

MW-3014

73













Considerations

74


Plan for Required OS Platform If Currently on 32-bit Windows or Linux, Must Upgrade to 64-bit • If you didn’t change to 64-bit operating system during your 12.1 project,

you must do so during your 12.2 project

– 11.5.10: Windows and Linux are certified for 32-bit only

– 12.1: Windows and Linux are certified for both 32- and 64-bit

– 12.2: Windows and Linux are certified for 64-bit only

75

See Oracle E-Business Suite Upgrades and Platform Migration (Doc 1377213.1)


Determine the Target Database Code Level Get to Latest Certified Database Patch Set Prior to EBS Upgrade • Plan to go live on latest certified database patch set

– As of OOW 2015, latest patch sets are 11.2.0.4 or 12.1.0.2

• Identify missing database bug fixes needed for EBS 12.2

– Run the Database Codelevel Checker (Patch 17537119)

• Apply patches for missing database bug fixes – See Oracle E-Business Suite Release 12.2: Consolidated List of Patches and Technology

Bug Fixes (Doc 1594274.1)

77

See Database Preparation Guidelines for Release 12.2 Upgrade (Doc 1349240.1)

✓

https://support.oracle.com/epmos/faces/ui/patch/PatchDetail.jspx?parent=DOCUMENT&sourceId=1594274.1&patchId=17537119



Determine the Target Middle Tier Code Level

• 12.2 upgrade installs FMW 11.1.1.7

• Identify missing middle tier bug fixes needed for 12.2

– Run the Middle Tier Codelevel Checker (Patch 17537119)

• Apply patches for missing middle tier bug fixes

– See Oracle E-Business Suite Release 12.2: Consolidated List of Patches and Technology Bug Fixes (Doc 1594274.1)

78

Get to Latest Middle Tier Patch Level

Application Tier

Forms 10.1.2

OHS

Oracle Common

WebLogic

✓

✓

✓

✓

Forms 10.1.2

OHS

Oracle Common

WebLogic

✓

✓

✓

✓

FS1 FS2

INST_TOP

COMMON_TOP

APPL_TOP

INST_TOP

COMMON_TOP

APPL_TOP

https://support.oracle.com/epmos/faces/ui/patch/PatchDetail.jspx?parent=DOCUMENT&sourceId=1594274.1&patchId=17537119


Determine the Target Apps Code Level Get to Latest Patching Technology and EBS Code Level

• Apply latest patching technology with AD and TXK RUPs

– R12.AD.C.delta.7 / R12.TXK.C.delta.7 has been available since Oct 2015

– Expect more frequent updates of 12.2 AD and TXK

• Apply latest EBS Release Update Pack – EBS R12.2.5 has been available since Oct 2015

– Choose between EBS-wide or Family-level RUPs

– If close to production cutover, you can stay with R12.2.4, available since July 2014

79

✓


Determine the Target Apps Tier Code Level Plan for Complex Configurations

• Get to target code level on a single apps tier node before adding complexity

– Additional middle tier nodes, SSL, load balancers, 3rd party integrations, etc.

80


Plan for System Software Integrations Must Switch to 12.2-Certified External Services

• Switch from Oracle Single Sign-On to Oracle Access Manager 11gR2

– 12.2 is certified only with Oracle Access Manager 11g

– OAM 11gR2 (11.1.2) is certified for 11i and 12.0/12.1.3

– See Overview of Single Sign-On Integration Options for Oracle E-Business Suite, (Doc 1388152.1)

• Switch from Oracle Portal to Oracle WebCenter Portal

– 12.2 is certified only with Oracle WebCenter Portal

– Oracle WebCenter Portal 11gR2 (11.1.1.6) is certified for 12.0/12.1.3

81



Plan for EBS Product Migrations Must Migrate From Obsolete Products • View obsolete products in Oracle E-Business Suite Upgrade Guide Release

12.0 and 12.1 to 12.2, Chapter 1: Obsolete Products in Release 12.2. These include:

– Oracle Daily Business Intelligence

– Oracle Balanced Scorecard

– Oracle Financials and Sales Analyzers

• A license migration plan exists for customers who have purchased these products in earlier releases

– Contact your Account Manager for more information

82













Considerations

83


Plan for Adequate Compute Capacity Consider CPU and Memory Needed for Online Patching

• Critical business operations continue during Online Patching

• System resources consumed by a patch can be throttled

• If your 12.1 production operation fully utilizes CPU and memory, you may need additional hardware resources

• Plan to do hardware capacity analysis

– See Oracle E-Business Suite Installation Guide: Using Rapid Install Release 12.2

– Discuss with your Systems Integrator or hardware vendor


Plan for Required Storage Consider Disk Space Needed for Online Patching

• Database

– SYSTEM tablespace requires double its current space allocation • 25GB increases to 50GB

– SEED tablespace requires double its current space allocation • 5GB increases to 10GB

• File System

– 2 file systems require double the space of 1 file system

Oracle E-Business Suite Installation Guide: Using Rapid Install Release 12.2


Oracle E-Business Suite on Oracle Compute Cloud

Initial Offering

1. Images for quick provisioning of E-Business Suite 12.2.5

2. Cloning of E-Business Suite systems (12.1.3 or 12.2) to Oracle Cloud • Non-production instances

• Single-node E-Business Suite systems

• Oracle Linux

3. Development in Oracle Cloud

4. Management of on-premise and cloud instances via Enterprise Manager

Future Directions (phased approach)

1. Advanced configurations: Multi-node, load balancing, RAC, DMZ

2. Integration with external services such as OAM, OID, SOA Suite

86

Roadmap


Related Sessions

EBS on Oracle Compute Cloud

Monday Oct 26

4:00 pm -4:45 pm

CON6413 - Oracle E-Business Suite Technology: Latest Features and Roadmap Lisa Parekh, VP Oracle

MW-3002/3004

Tuesday Oct 27

4:00 pm -4:45 pm

CON6412 - Oracle E-Business Suite and Oracle Cloud: Practical Coexistence Scenarios Nadia Bendjedou, Senior Director - Product Strategy, Oracle

MW-3014

Oracle Confidential – Internal/Restricted/Highly Restricted 87













Considerations

88


Understand the Upgrade Process Overview

• You perform the 12.2 upgrade during downtime

• You get Online Patching as a result of doing the 12.2 upgrade

• The upgrade includes additional steps to enable Online Patching

89


• Use Rapid Install ( target platform) to lay down 12.2.0 code and tech stack and create the Dual File System

• Use latest StartCD (currently StartCD 50)

• No downtime required

• StartCD 50 delivers FMW 11.1.1.7

90

2. Lay Down File System

• Upgrade database to the minimum version (11.2.0.4) OR latest certified version (12.1.0.2), migrate db platform if desired

• Database Prep guide for Release 12.2 (Doc 1349240.1)

• Apply latest database patches. Refer to “Consolidated list of Technology patches” (Doc 1594274.1)

• Requires downtime

1. Prepare Database

12.2 Technical Upgrade Process Required Pre-upgrade Steps (prior to main EBS upgrade downtime)


• Apply latest technology and EBS RUP patches

• Middle tier patches (Doc 1594274.1)

• AD & TXK RUP (Doc 1617461.1) in “hot_patch”

• EBS 12.2.x RUP in ”downtime “ mode (Doc 1983050.1 for 12.2.5)

• Complete post-upgrade steps (post-12.2.0 followed by post-12.2.X)

• Patch Wizard Recommended Patches (Doc 1267768.1)

91

5. Upgrade to 12.2.X

• Apply updates to custom DB code & schema based on Readiness Reports ( Doc 1531121.1 )

• Run Enablement process 13543062:R12.AD.C :

• Fixes many coding standards violations

• Enables editioning for EBS and registered custom schemas

• Generates editioning views for EBS and custom tables

4. Enable Online Patching

12.2 Technical Upgrade Process Continued.. Required Downtime Steps (main EBS upgrade)

3. Upgrade to 12.2.0

• Apply AD/upgrade fixes

• AD.C+ AD CUP (19796564)

• Latest EBS-wide CUP + one-offs in –preinstall mode

• Synchup/Apply 12.2 master driver

• Merge “pre-install” drivers with the master driver and apply using autopatch

• Run RI in “Configure” mode

• Do NOT bring up the system OR perform post-12.2.0 upgrade steps


12.2 Technical Upgrade Process Continued.. Conditional Uptime Steps

• Deploy Apps tier custom code per new 12.2 process

• See Developing and Deploying Customizations in EBS R12.2 (Doc 1577661.1)

• Custom and Third-Party Products integration guidance (Doc 1916149.1)

• Deploy external integrations per integration-specific docs

7. Deploy Custom Code & External Integrations

• Per sizing analysis, add nodes (horizontal scale-up)

• 12.2 Cloning (Doc 1383621.1)

• Adding node in a Shared applications file system (Doc 1375769.1)

• Add managed servers (vertical scale-up)

• Configure HTTP Server and Oacore, Oafm, Forms and Forms-c4ws ( Doc 1905593.1)

• Load-Balancing for 12.2 (Doc 1375686.1)

8. Configure System to Production Capacity

6. Apply Translations

• Release environment for testing (optional)

• 12.2 + 12.2.X NLS patches

• TSP (Trans Synch Patch) in “hot_patch” mode

NLS Release Notes, Release 12.2 (Doc 1314621.1)

• Release environment for testing (required)

• Option to apply above NLS patches as an online patch


Understand the Upgrade Process Key Takeaways

• Critically important to follow latest, documented upgrade instructions

• Start with Oracle E-Business Suite Release 12.2: Technical Planning, Getting Started, and Go-Live Checklist (Doc 1585857.1)

– Summary of technical upgrade planning considerations

– Flowchart of upgrade execution steps

– Pointers to related 12.2 docs

93


Related Sessions

12.2 Technical Upgrade Process

Thursday Oct 29

1:15 pm -2:00 pm

CON8141 - Technical Upgrade Best Practices for Oracle E-Business Suite 12.2 Samer Barakat, Director, Applications Performance, Oracle Udayan Parvate, Senior Director, EBS Release Engineering, Oracle

MW-3022

94













Considerations

95


Test and Optimize Your Upgrade Process Overview • As for any upgrade to a major new release level …

– Plan to do full functional testing

– Plan to do load and volume testing

– Include customizations and integrations in your test plans

• Plan for 12.2-specific testing

• Plan to minimize upgrade downtime

96


Plan to Do Full Functional Testing Two Oracle Products to Support Your Functional Testing

• Oracle User Productivity Kit (UPK)

– Generate manual test scripts from UPK-recorded flows

– You can create manual test scripts during CRP for use during SIT and UAT

• Oracle Applications Testing Suite (OATS) – Generate automated regression tests from OATS-recorded flows or pre-built EBS test

content

– You typically create automated regression tests after test flows have stabilized

97


• Load and Performance Style Testing

• Web and Oracle Application Testing Accelerators

• Smart Integration with EM Diagnostics

• Test Planning, Requirements and Test Cases

• Defects Tracking

• Reporting

• Functional and Regression Testing

• Web and Oracle Application Testing Accelerators

• Oracle Flow Builder

Operational Efficiency through Test Automation Oracle Applications Testing Suite (OATS)

Oracle Functional Testing Suite

for Oracle Applications

Oracle Load Testing Suite

for Oracle Applications

Oracle Test Manager

98


Oracle Functional Testing Suite for Oracle Applications

99

• Use Flow Builder to Generate Test Scripts

• Start with EBS Pre-Built Test Content

– 3600+ components and 230+ flows across EBS

• Create and Maintain Your Test Scripts

– Add Your Flows & Data

– Extend with More Components

For Both 12.1.3 and 12.2

Generate

Test Automation

Scripts

OpenScript

Record & Playback

+ Advanced Scripting

Flow Builder

Framework to combine

flows and data to

generate test scripts

EBS Pre-Built

Test Content

Your Data

Your

Flows

Ora

cle

Fu

nct

ion

al T

est

ing

Suit

e

for

Ora

cle

Ap

plic

atio

ns

EBS Quality Assurance Team Reduced Automation Time by 60%

Record Manually

Test Script Generation with Flow Builder and Testing Pack


Flow Builder: EBS Pre-Built Test Content

100

• Advanced Pack

Starter Pack Advanced Pack

10 product families / products across EBS

Incentive Compensation

Channel Revenue

Management

Project

Management Procurement Process

Manufacturing Property

Manager Service

Lease /Finance Management

Asset Lifecycle

Management Discrete

Manufacturing

2000+ Components and 200+ Flows across EBS

Procurement Financials

Manufacturing Logistics Service Master Data Management

Order Management

Asset Lifecycle

Management

Projects HCM

3600+ components and 230+ flows across EBS

Logistics Manufacturing Financials

Projects Procurement

Product Information Management Service

Human Capital Management

Order Management

Asset Lifecycle

Management


Plan for 12.2-Specific Testing Where & Where Not to Test Online Patches

• Test Online Patches on a system that matches your production topology

• Especially critical for complex topologies, such as those involving:

– Multiple nodes

– Nodes inside and outside the firewall (DMZ)

– RAC

101


Plan for 12.2-Specific Testing Where & Where Not to Test Online Patches

• Understand that Patch Edition is not a test environment

– Designed solely for reducing patching downtime

– Usable only when an Online Patching cycle is in progress

– Cannot be accessed by end users

• Must apply and validate every Online Patch on a test system

– Consider performing tests with users online during patch application

102


Plan to Minimize Upgrade Downtime Do Several Complete Practice Upgrades • Iterate on a step-by-step plan of tasks and timings

– Ensure consistency with latest upgrade documentation

– Use a topology similar to your production environment

• With each iteration, optimize your timing – Tune performance of core upgrade driver

• Identify long-running jobs & SQLs, check MOS for known issues & workarounds

– Minimize duration of tasks done before & after core upgrade driver runs • For example: interim backups, final acceptance testing

• Repeat practice upgrades until the process is predictable and fits within your downtime window, with no outstanding issues

103

See Best Practices for Minimizing Oracle E-Business Suite Release 12 Upgrade Downtime (Doc 1581549.1)


Key Takeaways

104


Key Takeaways Project Manager

1. A more technical project team is needed than for prior 11i to 12 upgrade

2. DBAs should learn about WebLogic Server & new ADOP patching tool

3. Developers should learn new 12.2 development & deployment standards

4. Project team should read and follow 12.2 documentation, starting with 12.2 Technical Planning Guide (Doc 1585857.1)

5. Project team should seek Oracle Support’s help when obstacles are met (don’t improvise)

105


Key Takeaways Technical Team

1. All EBS patches for 12.2 and beyond are Online Patches

2. Online Patches still need to be tested on a test system

3. Developers can start applying new 12.2 standards to custom code today with the help of Oracle-provided compliance reports (Doc 1531121.1)

4. DBAs will use both WebLogic Server 11g and the traditional EBS Autoconfig tool for 12.2 configuration changes (Doc 1905593.1)

5. DBAs should plan to stay current with latest Database, Middleware, and EBS patches during and after the 12.2 project

106


Additional Resources

107


Comprehensive Training Prepare implementation and technical professionals to effectively perform the tasks relevant to their job with on demand training

• Latest News Updates

• Strategy and Roadmap

• EBS and Oracle Cloud

• Operational Efficiency

• Financials

• Projects and Procurement

• Logistics & Order Management

• Manufacturing

• Asset Lifecycle and Service

• Human Capital Management

Oracle E-Business Learning Subscription Learning Simplified

24/7 Access for 12 Months All-digital training with on-demand videos, product demonstrations and practice labs

Expert Delivered Created and delivered by Oracle experts

Continuous Updates Regular updates for product enhancements and new releases

Flexible and Scalable To meet your business needs

http://education.oracle.com/streams/ebusinesssuite


blogs.oracle.com/stevenChan • Direct from EBS Development

• Latest news

• Certification announcements

• Primers, FAQs, tips

• Desupport reminders

• Latest upgrade recommendations

• Statements of Direction

• Subscribe via email or RSS

E-Business Suite Technology Stack Blog


• Release Value Props

• Release Content Docs

• Install Guide

• Upgrade Guide

• Implementation Guides

• FAQs & White Papers

• Online Training (TOIs)

• Proactive Support Tools

Release 12.2 Information Center, Doc 1581299.1 Keep Current with Latest 12.2 Info

110



EBS Release Content Documents 12.1 and 12.2 New Products and New Features, Doc 1302189.1

111

Organized by family, product, and point release



EBS Transfer of Information Online Training, Doc 807319.1 On-Demand, Self-Service Training for Implementers

112

How to implement and use new products and new features



E-Business Suite Globalization Center, Doc 973912.1 Information on Localizations, Internationalizations, Translations

113

Legislative Updates Center

Country Specific Feature Data Sheets



Review and Download the Latest Oracle E-Business Suite Documentation

EBS Documentation Web Library

http://docs.oracle.com/cd/E26401_01/index.htm

HTML and PDF

formats

http://docs.oracle.com/cd/E26401_01/index.htm


12.2 Planning Guide


Oracle Premier Support: Get Proactive!

432.1


How to Find E-Business Suite & E-Business Suite Technology Stack Patches (Doc ID 1633974.2)

TABBED NAVIGATION


My Oracle Support “Hot Topic” for E-mailed Updates

See How to use Hot Topics Email notification to subscribe to Support Product News, SRs, Bugs, etc (Doc 793436.2)


Some Suggested “Hot Topics”

• Oracle E-Business Suite Release 12.2: Technical Planning, Getting Started, and Go-Live Checklist (Doc ID 1585857.1)

• Oracle E-Business Suite Release 12.2 Technology Stack Documentation Roadmap (Doc ID 1934915.1)

• Oracle E-Business Suite Release Notes, Release 12.2 (Doc ID 1320300.1)

• Oracle E-Business Suite Release 12.2: Consolidated List of Patches and Technology Bug Fixes (Doc ID 1594274.1)

• Applying the Latest AD and TXK Release Update Packs to Oracle E-Business Suite Release 12.2 (Doc ID 1617461.1)

120


Stay Informed

• Oracle E-Business Newsletters

• Follow Oracle Premier Support through social media channels

– Twitter | myoraclesupport | Oracle_EBS

– Blog

– My Oracle Support Community

– Facebook

• Participate in Advisor Webcasts and hear from Oracle Premier Support subject matter experts who will offer methods and solutions to help you avoid potential pitfalls




http://twitter.com/myoraclesupport

https://twitter.com/myoraclesupport

https://twitter.com/Oracle_EBS

http://blogs.oracle.com/ebs/

https://communities.oracle.com/portal/server.pt/community/oracle_e-business_suite/228

http://www.facebook.com/OracleEBusinessSuiteSupport

https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=740966.1

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal 122

Classroom Training

Learning Subscription

Live Virtual Class

Training On Demand

Keep Learning with Oracle University

education.oracle.com

Cloud

Technology

Applications

Industries