Upgrading the Oracle Applications:

Going Beyond the Technical Upgrade

Atlanta OAUG

March 19, 1999

Robert Cooney

Outline of the PresentationOutline of the Presentation Preliminary QuestionsPreliminary Questions Critical Upgrade IssuesCritical Upgrade Issues Upgrading the ApplicationsUpgrading the Applications

MethodologyMethodology OptionsOptions

Upgrade DetailsUpgrade Details TasksTasks DocumentationDocumentation

ConclusionConclusion Questions and AnswersQuestions and Answers

Preliminary QuestionsPreliminary Questions Upgrade Plan Objective

Year 2000 Compliance Optimize Business Processes Migrate to Multi-Org for Global Deployment Upgrade to Current Vendor Supported Technology Migrate to Internet Enabling Applications (NCA) Reduce Reliance on Customizations Others

Direction Character Smart Client (GUI) NCA

10.7 Standard 10.7 Multi-org Release 11 Standard Release 11 M.O

Preliminary QuestionsPreliminary Questions New Features/Modules to be implemented

EDI Web Self Service Applications APS PDM Business Information Solutions Bar Coding Others

Status on Upgrade Plan Discussions/RFP/Started/Completed Time Frame Tentative Start Date Tentative End Date Implementation (In-house/Consulting/Both) Decision Deadline Budget ($ Value)

Preliminary QuestionsPreliminary Questions Existing Environment

Hardware ( (SUN/HP/IBM/Sequent/Others) Oracle (Version) Oracle Applications (Version) Front End (Char / GUI / Citrix / NCA) Other ERP Systems

Existing Implementation (In-house/Consulting/Both) Actual Start Date Actual End Date $ Value User Base Number (On-line v/s Remote)

Existing Architecture Single/Multi-Install Multi-org Architecture Vanilla Implementation(Y/N) Critical Business Processes Bolt-on Interfaces (Y/N) EDI (Y/N) Reporting DB/Tool (Y/N) Data Warehouse (Y/N)

Year 2000 Compliance Releases of Oracle Applications prior to 10.7 are not Releases of Oracle Applications prior to 10.7 are not

Year 2000 compliantYear 2000 compliant Oracle and most industry experts strongly recommend Oracle and most industry experts strongly recommend

that businesses move to Year 2000 compliant that businesses move to Year 2000 compliant applications no later than June, 1999applications no later than June, 1999

Migration to Internet Enabling Applications (NCA) New functionalityNew functionality Significant improvements in scalability and ease of Significant improvements in scalability and ease of

development/systems managementdevelopment/systems management

Critical Upgrade Issues

Critical Upgrade IssuesCritical Upgrade Issues

Migration to Multi-Org for Global Deployment Oracle’s new Multi-Org feature enables effective multi-site Oracle’s new Multi-Org feature enables effective multi-site

and global deployment of Oracle Applications without and global deployment of Oracle Applications without customizationscustomizations

Upgrade to Current Release It is necessary to stay current with the major releases of It is necessary to stay current with the major releases of

Oracle Applications to receive the highest level of service Oracle Applications to receive the highest level of service from Oracle Supportfrom Oracle Support

Optimize Business Processes Optimization of core business processes is an ongoing Optimization of core business processes is an ongoing

challenge for any organization. Most organizations find it challenge for any organization. Most organizations find it difficult to sustain a focus on business process optimization difficult to sustain a focus on business process optimization after initial implementation of Oracle Applications.after initial implementation of Oracle Applications.

Critical Upgrade IssuesCritical Upgrade Issues

Reduce Reliance on Customizations Significant changes in the supporting technology for Significant changes in the supporting technology for

Oracle Applications will require many companies to Oracle Applications will require many companies to redesign or significantly upgrade custom coderedesign or significantly upgrade custom code

Year 2000 compliance and Multi-Org will also require Year 2000 compliance and Multi-Org will also require retrofitting most customizations written before Release retrofitting most customizations written before Release 10.710.7

Upgrade MethodologyUpgrade Methodology

CheckupCheckup Review current critical processes to accommodate a changing Review current critical processes to accommodate a changing

businessbusiness Infrastructure analysis (hardware and network architecture) Infrastructure analysis (hardware and network architecture)

for NCA/Internet enabled deployment of Oracle Applicationfor NCA/Internet enabled deployment of Oracle Application Impact Analysis on customizations and interfaces with new Impact Analysis on customizations and interfaces with new

Oracle Application ArchitectureOracle Application Architecture Explore Web Enabled Self Service Applications and Explore Web Enabled Self Service Applications and

Electronic Commerce Technology Electronic Commerce Technology (EDI gateways, Intranet and Internet based solution)(EDI gateways, Intranet and Internet based solution)

Upgrade MethodologyUpgrade Methodology

UpgradeUpgrade Implement new Oracle modules and featuresImplement new Oracle modules and features Design and setup multiple organization structureDesign and setup multiple organization structure Execute upgrade process including client specific pre and post Execute upgrade process including client specific pre and post

upgrade stepsupgrade steps Retrofit customizations and interfaces to support Y2K and Multi-org Retrofit customizations and interfaces to support Y2K and Multi-org

Application ArchitectureApplication Architecture Implement decision support applicationsImplement decision support applications Consolidation of multiple sets of books into a single, multi-site Consolidation of multiple sets of books into a single, multi-site

implementationimplementation Rollout applications to additional sitesRollout applications to additional sites Migrate to WEB enabled (Oracle NCA) architectureMigrate to WEB enabled (Oracle NCA) architecture

Upgrade MethodologyUpgrade Methodology Central RepositoryCentral Repository

Document templates for each major deliverable to ensure quality and Document templates for each major deliverable to ensure quality and consistency throughout upgrade project life cycleconsistency throughout upgrade project life cycle

Application Design StandardsApplication Design Standards Application Development StandardsApplication Development Standards User Testing Standards - emphasis on Y2K testingUser Testing Standards - emphasis on Y2K testing Training and QA StandardsTraining and QA Standards Comprehensive patch list for patchesComprehensive patch list for patches Comprehensive Bug list for each Oracle ApplicationComprehensive Bug list for each Oracle Application

Methods, techniques, toolkit and control mechanismMethods, techniques, toolkit and control mechanism Comprehensive Project Plan (milestone driven)Comprehensive Project Plan (milestone driven) System Performance Management TechniquesSystem Performance Management Techniques Control Systems for TAR Management and PatchControl Systems for TAR Management and Patch Management Management

Upgrade MethodologyUpgrade Methodology Strategy, Checklist and PlansStrategy, Checklist and Plans

Infrastructure Analysis Infrastructure Analysis NCA deployment StrategyNCA deployment Strategy Instance Management PlanInstance Management Plan Concurrent Development StrategyConcurrent Development Strategy User Test PlansUser Test Plans Acceptance Test StrategyAcceptance Test Strategy Production Cut-over PlanProduction Cut-over Plan Post-production Mission Control PlanPost-production Mission Control Plan

Upgrade Methodology An integrated approach that keeps the focus on An integrated approach that keeps the focus on

business results during technical upgradesbusiness results during technical upgrades Applies business-focused implementation Applies business-focused implementation

methodology to upgrades:methodology to upgrades: Upgrade to current, vendor-supported technologyUpgrade to current, vendor-supported technology Achieve tangible business results for relatively small Achieve tangible business results for relatively small

incremental investment incremental investment Transfer significant knowledge to client project team to Transfer significant knowledge to client project team to

achieve rapid transition and consulting team roll-offachieve rapid transition and consulting team roll-off

Upgrade OptionsUpgrade Options

9.x or 10.x Std

9.x or 10.x Std

9.x or 10.x Std

11.0 Std

11.0 Std

11.0 Std

Upgrade Process

Option 1: Stand-alone installs to 11.0 Standard Stand-alone installsOption 1: Stand-alone installs to 11.0 Standard Stand-alone installs

Upgrade OptionsUpgrade Options

11.0 MO

9.x or 10.x Std

9.x or 10.x Std

9.x or 10.x Std

Converted 11.0 M.O.

Empty 11.0 M.O.

Configure MO with

Setups

New Install 11.0

Option 2: 9.x or 10.x Standard stand-alone installs to Option 2: 9.x or 10.x Standard stand-alone installs to New/Fresh 11.0 Multi-Org InstallNew/Fresh 11.0 Multi-Org Install

Upgrade OptionsUpgrade Options

9.x or 10.x Std

9.x or 10.x Std

9.x or 10.x Std

11.0 MO 11.0 M.O.Configure MO with

Setups

Upgrade Process

11.0 M.O.

Option 3: Upgrade one Standard stand alone install to 11.0 Option 3: Upgrade one Standard stand alone install to 11.0 Multi-Org and Convert other 9.x or 10.x Standard Stand Alone Multi-Org and Convert other 9.x or 10.x Standard Stand Alone installsinstalls

Upgrade - Key Functional TasksUpgrade - Key Functional Tasks Conduct ‘Analysis Phase’ to establish baselineConduct ‘Analysis Phase’ to establish baseline

Review critical processesReview critical processes Determine upgrade impactDetermine upgrade impact Review list of customizations and determine the disposition of eachReview list of customizations and determine the disposition of each Finalize and refine scopeFinalize and refine scope

Publish relevant gap list of features and functionsPublish relevant gap list of features and functions Assess current business process environment in relation to new Assess current business process environment in relation to new

Oracle Applications functionalityOracle Applications functionality Determine new process designDetermine new process design Develop acceptance testing strategy and test planDevelop acceptance testing strategy and test plan Develop production cut-over and post-production mission Develop production cut-over and post-production mission

control planscontrol plans

Upgrade Details - Key Technical TasksUpgrade Details - Key Technical Tasks Manage the technical upgrade process including client specific pre and post Manage the technical upgrade process including client specific pre and post

upgrade stepsupgrade steps System Performance ManagementSystem Performance Management

Database architecture, sizing and tuningDatabase architecture, sizing and tuning Impact of moving to NCA architectureImpact of moving to NCA architecture Backup and recovery requirements strategyBackup and recovery requirements strategy Applications tuningApplications tuning Customizations tuningCustomizations tuning

Develop initial customizations listDevelop initial customizations list Assess total technical effort using our repeatable Porting Matrix and Year Assess total technical effort using our repeatable Porting Matrix and Year

2000 compliance steps2000 compliance steps Develop concurrent development strategyDevelop concurrent development strategy Assess impact on interfaces and “downstream” systems Assess impact on interfaces and “downstream” systems Port and test relevant customizationsPort and test relevant customizations Infrastructure-Analysis NCA deployment strategyInfrastructure-Analysis NCA deployment strategy

Upgrade Details - Recommended DocumentationUpgrade Details - Recommended Documentation

FunctionalFunctional Major Gaps AnalysisMajor Gaps Analysis 10.7/11 New Features 10.7/11 New Features

TrainingTraining New Features Deployment New Features Deployment

StrategyStrategy New Process DesignsNew Process Designs User Acceptance Testing User Acceptance Testing

ApproachApproach Cutover StrategyCutover Strategy

TechnicalTechnical Upgrade ChecklistUpgrade Checklist Customizations Matrix Customizations Matrix

with Dispositionswith Dispositions Customization Impact Customization Impact

AnalysisAnalysis Technical Infrastructure Technical Infrastructure

Plan Including NCA Plan Including NCA ImpactImpact

Concurrent Development Concurrent Development StandardsStandards

Coding and Development Coding and Development StandardsStandards

Conclusion - Full Upgrade SolutionConclusion - Full Upgrade Solution

Year 2000 ComplianceYear 2000 Compliance

Optimize Business ProcessesOptimize Business Processes

Migrate to Multi-Org for Global DeploymentMigrate to Multi-Org for Global Deployment

Upgrade to Current Vendor Supported TechnologyUpgrade to Current Vendor Supported Technology

Migrate to Internet Enabling Applications (NCA)Migrate to Internet Enabling Applications (NCA)

Reduce Reliance on CustomizationsReduce Reliance on Customizations

Questions & AnswersQuestions & AnswersQuestions & AnswersQuestions & Answers