so far oracle 11i: our upgrade story imation corporation...
TRANSCRIPT
Oracle 11i: Our Upgrade Story… So Far ...
Kurt G. Nuehring, CFPIMImation Corporation
Overview of Imation Corp.
Overview of Imation Corp.
● Multi-national, 60+ countries• North America, Europe, Asia-pacific, South
America, Africa● $1.2 Billion dollars in sales● Manufacture and Distribution
• Data Storage • Advance Color Technology (printing) solutions• Service replacement parts
Imation’s Oracle Infrastructure
Oracle Instances
● North America - Oracle 10.7 NCA● Europe - Oracle 11i● Asia- Pacific - Oracle 10.7 Character
• In process of moving to Europe 11i instance
Oracle Enterprise Modules
● Financials• G/L, AP, AR, FA, Projects, PA
● Order Management● Inventory● Manufacturing
• BOM, WIP, Planning, Costing● Purchasing● Human Resources
Third-party ‘Bolt-ons’ to Oracle
● Manuguistics• Demand/ Supply Chain Planning• Linked to Order Management, Inventory, WIP,
MDS/MRP, Purchasing● Exposoft
• Export compliance software • Linked to Order Management
Third-party ‘Bolt-ons’ to Oracle
● Hazoxs• Manage shipments of hazardous material• Linked to Order Management, Inventory,
Purchasing● Taxware
• Sales tax compliance software• Linked to Order Management, Account
Receivables
Third-party ‘Bolt-ons’ to Oracle
● DPA data warehouse• Data Warehouse software• Linked to most Oracle modules
● EDI • EDI Gateway• Custom Links• 20 different document types
Third-party ‘Bolt-ons’ to Oracle
● CPG• High-volume Accounts Receivables• Fully customized
● Open-uptime/ OP & W• Manage and schedules service contracts• Warehouse system for service parts
● Manufacturing Legacy Systems• Multiple custom interfaces
North American Instance
North American Instance
Business Decision for Oracle 11i
Business Decision for Oracle 11i
● Financial decision• Expense vs. amortization of customizations
● Eliminate customizations● Position us to take advantage or Oracle’s E-
Business applications• iStore• iPayment• CRM• HR Self-Serve
Business Decision for Install vs. Upgrade of 11i
Business Decision for Install
● European Instance● Change Business Model
• Supply chain consolidation• ‘Comissionare’ to ‘Distributor’ based model
• Multi-org structure• From 10 Sets of Books to 3 Sets of Books• From 40 Inventory Org’s to 3 Inventory Org’s
● Change Base Currency to Euro
Business Decision for Upgrade
● North American Instance● No Change to Business Model ● Original Upgrade Window Plan: 5 - 7 days● Oracle 11.5.1 Upgrade Window - 12 days ● Oracle 11.5.3 Upgrade Window - 12 days
• Pre-upgrade: 2 days• Upgrade: 8 days• Post-upgrade: 2 days
Oracle 11i Project Scope & Timeline
Oracle 11i Project Timeline
● Original ‘Go-live’ date October, 2000• Oracle delivery date for HP-UX June, 2000
● European Instance ‘Go-live’ date changed to January 2, 2001
● North American instance ‘Go-live’ date planned April, 2001
● New North American instance ‘Go-live’ date moved to August, 2001
Oracle 11i Project Change in Timeline for 11.5.1● Functionality still not working
• Delivery-Based Shipping• Advanced Pricing
● Number of Patches for 11.5.1• 285 patches and growing
● Estimated down-time: 12 - 13 days● Go to 11.5.3 base● Create more robust interim solution
Oracle 11i Project Change in Timeline for 11.5.3● Functionality still not working
• Delivery-Based Shipping• Advanced Pricing
● Number of Patches for 11.5.3• 171 patches
● Estimated down-time: 12 days
Project Organization
Project Organization
Project Organization
● Project/ Release Management group• Control Project Plan• Control centralized communications• Managed TARs, Patches
● DBA group• Performed upgrade and applying patches
● Functional group• Unit and solution testing
Project Organization
● Technical group• Customizations
● Business groups• End-to-end testing
Oracle 11i Patch Strategy
Oracle 11i Patch Management
● Maintenance Pack - ERP Application● Family Pack - Multiple of Modules (Family
of modules)● Mini Pack - Module● One-off patch - fix a partial problem - unit
test (Oracle moving away from this)
Project Upgrade Cut-over Plan
Upgrade Categories
● Category One: Pre-software upgrade● Category Two: Rapid Install & Patch
Management● Category Three: Auto-upgrade● Category Four: Upgrade final steps● Category Five: Post-upgrade modules ● Category Six: Post-upgrade Apps
Upgrade Category Times 11.5.1
Upgrade Category Times 11.5.3
Oracle 11i Upgrade: Categories 3 & 4 ● Category 3:
• Upgrade to 8i database => 9 hrs. (Category 1)• Auto-upgrade to 11.5.0 => 12 hrs.
● Category 4 (database driver):• Upgrade to 11.5.1 => 7 hrs.• Upgrade to 11.5.2 => 20 hrs.• Upgrade to 11.5.3 => 28.5 hrs.
• Fix from Oracle: Est. time 19 hrs
● After driver installed, then start patching
Oracle 10.7 Shutdown Plan
● Ship all sales order lines and cancel B/O lines
● Close periods for month-end● Backup system● Make copy of 10.7 NCA production to
create our Production Interim instance
Production Interim Solution
● Upgrade from 11.5 process takes about 12 days (majority of time patching)
● Business can not afford to be down more than 5 days
● Interim solution provides‘Business-as-usual’ to the customer
Production Interim Solution
● Sales Orders● Picking and shipping● Invoice● Inventory transactions● WIP transactions● PO Receipts
Production Interim Solution
● Triggers on 10.7 Interim instance to capture transactions
● Custom programs to move transactions to 11i instance
● Feed transactions through interface tables● Some direct writes to tables
Upgrade Reconstruction Period
● Copy Inventory, WIP, and PO Receipt transactions from Interim instance to 11i instance and process
● Load open and closed sales orders● Load picking and shipment information● Load customer invoices● Validate data loads and balances● Release system to users
Oracle 11i Upgrade Experience
Oracle 11i Upgrade Experience with 11.5.1● Oracle 11.5.1 - Beta release - lots of
problems● TAR’s● 285 + Patches● Long-running conversion programs● Long-running concurrent programs
Oracle 11i Upgrade Experience with 11.5.3● 11 ‘Show-stopper’ TAR’s logged with
Oracle● 6 Custom ‘Show-stoppers’● 171 Oracle Patches● Much more stable than 11.5.1● Many issues fixed in 11.5.3
Oracle 11i Upgrade Experience
● Bifurcation• Reduction in time: 8.5 hrs for 11.5.1
● Long time to create Oracle 11i test instances from backups
● DBAs must take statistics to take advantage of SQL cost-based optimizer
Oracle 11i 11.5.3 ‘Show-stopper’ TAR’s● Order Management: 3 TAR’s● Shipping: 1 TAR● EDI: 2 TAR’s● AR: 1 TAR● Advance Pricing (QP): 3 TAR’s● FA: 1 TAR
Oracle 11i 11.5.3 ‘Show-stopper’ TAR’s● Shipping/ Inventory: Interface trip stop
errors• ETA after Pack E (6/30/2001)
● EDI 810 Outbound performance slow• 1/2 hour to create 30 invoices
● Advance Pricing ‘Modifiers’ not applying correctly
● Unable to copy tax books
Upgrade Lessons Learned
Upgrade Lessons Learned
● Know your Oracle 11i upgrade critical path ● Minimize ‘Think-time’ vs. Upgrade time● Tune SQL● Tune 8i database
• Big redo logs• Rollback segments• Memory allocation• Temp table space
Upgrade Lessons Learned
● Analyze indexes – pre-build● ‘Right-size’ resources● Go to NCA before you upgrade to Oracle
11i● Upgrade to Oracle 8i database before your
Oracle 11i Apps upgrade (Oracle 7.3.4.4)● Archive as much data as possible
Upgrade Lessons Learned
● Go to a later version or Oracle 11i that is known to be stable (11.5.3)
● Preplan your upgrade path● Monitor & document your upgrade
operational times and operational errors● Validate your 3rd-party bolt-on’s &
customizations● test, Test, TEST!
Upgrade Lessons Learned
● Project controlled by Project Management group or Project Manager
● Communications controlled by Project Management• Clear and timely communications from Project
Manager• Clear and timely feedback to Project Manager
Concluding Remarks
Concluding Remarks
● Imation’s Oracle Infrastructure● Business decision for Oracle 11i● Project Organization & Cut-over plans● Oracle 11i install experiences● Oracle 11i upgrade experiences ● Oracle 11i upgrade lessons learned● Oracle 11i install lessons learned
Questions & Comments