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1
Best Practices for Upgrading Your JD Edwards
Software from Oracle Gary Grieshaber Sr. Director JD Edwards EnterpriseOne Technology Strategy
2 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Roadmap is subject to change without notice. The above is intended for
information purposes and may not be incorporated into a contract.
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 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Roadmap is subject to change without notice. The above is intended for
information purposes and may not be incorporated into a contract.
Program Agenda
• Best Practices:
– Evaluating
– Planning
– Configuring
– Testing
– Implementing
– Accepting
4 4
9
Get to the 9’s
5
<Insert Picture Here>
“Clark Construction upgraded from JD Edwards
World A7.3 to A9.2 to take advantage of new
functionality such as the export capabilities, the new
user interface and database enhancements
positioning us for future upgrades.”
Clark Construction
Jan Withers Director of Software Engineering
6
<Insert Picture Here>
“DNE World Fruit Sales upgraded from EnterpriseOne 8.11 to EnterpriseOne 9.0 in 10
weeks and 4 days and under budget; exceeding all expectations. We are now benefiting from
various enhancements and continued
Premier Support.”
DNE World Fruit Sales
Deborah Rivera Programmer/Manager
7
Best Practices.
8
Upgrade Lifecycle – Upgrade Advisors
Upgrade Lifecycle Phases
Evaluate Plan Configure Test Implement Accept
Document # 250.1
9
Upgrade Advisors
Advisors For Database, Fusion Middleware, E-Business Suite, PeopleSoft, JD
Edwards, Siebel. Find Oracle Support Upgrade Advisors Note 250.1
10
JD Edwards OneWorld Xe to EnterpriseOne 9.0 254.1
JD Edwards World A7.3 to A9.2 274.1
JD Edwards World A8.1 to A9.2
275.1
JD Edwards EnterpriseOne 8.11 SP1 to EnterpriseOne 9.0 263.1
JD Edwards World A7.3 to EnterpriseOne 9.0 325.1
JD Edwards EnterpriseOne Patching and Maintenance
Advisor
311.1
Upgrade Advisors
Feature Premier
Support
Extended
Support
Sustaining
Support
Major Product and Technology Releases
Technical Support
Access to Knowledge Base
(MetaLink/SupportWeb)
Updates, Fixes and Security Alerts Pre-existing Only
Tax, Legal and Regulatory Updates No
Upgrade Scripts No
Certification with existing Third Party
Products/Versions No
Certification with New Third Party
Products/Versions No No
Certification with new Oracle Products No
Lifetime Support Policy Deliverables
12
Key Support Dates and Recommendations JD Edwards EnterpriseOne
Release
Premier
Support End
Date
Eligible for
Extended
Support
Oracle Recommends
Release Notes
Xe
ERP 8.0
Dec 2013 No 9.0 Update 2 Begin Upgrade Project Now
New Functionality, Web User Interface, Architectural Changes
8.9 Sep 2008 No 9.0 Update 2 Begin Upgrade Project Now
Regulatory and Legislative
Platform Support, Web User Interface
8.10 Jun 2009 No 9.0 Update 2 Begin Upgrade Project Now
Regulatory and Legislative
Platform Support, Web User Interface
8.11/ SP1 Dec 2009 Dec 2012 9.0 Update 2 Begin Upgrade Project Now
Maximize Support
Low effort
8.12 Apr 2011 Apr 2014 9.0 Update 2
or 9.1 (Planned)
Upgrade to 9.0 Update 2– low effort
Second option: Purchase Extended Support; Upgrade to 9.1
9.0 Sep 2013 Sep 2016 Stay put or apply
update 2
Stay Code Current
Update 2 extends support by two years
9.0 Update 2 Nov 2015 Nov 2018 Stay put Stay Code Current
Note: Always consult current policies at www.oracle.com/support
13
Key Support Dates and Recommendations JD Edwards World
Release
Premier Support
End Date
Eligible for
Extended
Support
Oracle Recommends
Release Notes
A7.3 Dec 2013 No JDE E1 9.0 or A9.2 Begin Upgrade Project Now
New Functionality, Web User Interface
Business Decision – Upgrade to World A9.2 Update 1 or
migrate to EnterpriseOne 9.0
A8.1 Dec 2013 No JDE E1 9.0 or A9.2 Begin Upgrade Project Now
New Functionality, Web User Interface
Business Decision – Upgrade to World A9.2 Update 1 or
migrate to EnterpriseOne 9.0
A9.1 Apr 2012 Apr 2015 Stay put or move to
A9.2.1
Easy Upgrade to A9.2 Update 1
New Functionality
Second Option – Purchase extended support then
upgrade to A9.3 (Planned)
A9.2 Apr 2014 Apr 2017 Stay put or apply
update 1
Stay code current
Deploy A9.2 Update 1 and extend support 1 year
A9.2 Update 1 May 2015 May 2018 Stay put Stay code current
Note: Always consult current policies at www.oracle.com/support
14
Upgrade Value
Building your Business Case New applications for competitive advantage
Functional enhancements
Technical improvements/Web
Support dates /tax and regulatory
Mergers, acquisitions, common process model
Eliminate custom code
Opportunity to re-engineer business processes,
eliminate manual work
Get to 9
15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Upgrade Resource Links
www.UpgradeJDE.com
One web site for simplified, one stop shopping
16 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved. Roadmap is subject to change without notice. The above is intended for
information purposes and may not be incorporated into a contract
Dynamic, Online Upgrade Value Proposition JD Edwards World and EnterpriseOne
JDE World and E1
Customize searches
Release to release
Release specific
Modules
Features
Any word
Release to module drilldown
5 export options: CSV, HTML, RTF,
PDF, Email
5 report choices
Doc ID #1310896.1
support.oracle.com
17 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Technical Catalog for JD Edwards
• Table changes and additions
• Field names and definitions
• System code organization
• Multiple search options
• Many output options
• Follows eUVP Product Features
Replaces Programmer’s Guide
Find it at www.UpgradeJDE.com
18 Roadmap is subject to change without notice. The above is intended for
information purposes and may not be incorporated into a contract
Input your current
situation
Immediately see the
estimated ROI
Revise estimates
used in the tool to
match your
environment
Generate a custom
presentation
1.
2.
3.
4.
All it takes is four easy steps to an estimated ROI and a professional presentation
IBM ROI Tool for Oracle JD Edwards http://k.kmaone.com/jderoi
19
Open a Service Request for an
Upgrade Planning Session
1st Step – Contact OSS
• Proactive discussion with Oracle Support Services (OSS) to help in the planning of your Upgrade
• Direct you to Resources, heads up, tips and tricks
• Planning is key - We want to help you be
successful with your Upgrade!
20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Upgrade JD Edwards in 100 Days Workshop Based on real customers, real experiences. No cost. 1 day.
1
Day
100
Day
Business Case
Hardware
Integrations
Code
Data
Test
Train
Go-Live
Register at www.UpgradeJDE.com
21
Get Code Current Leverage Change Assistant
• Install the latest Apps Update
• Download and install latest Apps ESUs, code changes
• Install latest Tool Release
• Validate infrastructure is at correct patch set
• OS
• DB
• App Server
22
Test
• Identify Testers
• Define the critical processes for your business
• Automated Testing Tools: (Oats)
• User Productivity Test Scripts
• Performance – Load Testing
• Include 3rd party products & Integrations
• Require Sign-offs
• Allow appropriate time
23
Oracle Application Testing Suite (OATS)
What is OATS? OATS is a scripting product delivered by Oracle to assist in creating
test scripts for testing and for load balancing.
OATS is separated into two main parts -- Oracle Test Manager and
the Oracle Load Testing applications.
Oracle Test Manager uses the OpenScript scripting platform to
gather web based user interaction for creating test scripts from real
end users live or even imported from RUEI.
Oracle Load Testing can then be used to take these scripts and
simulate virtual users doing similar tasks simultaneously on the
system for load, scalability and stress testing.
Documentation and test scripts do not exist as a delivered item
specifically for EnterpriseOne at this time.
24
ALTER Table Conversions 70x Faster! Example of Improving Your Upgrade Experience
Old Process Improved Process
Current TC *ALTER
Data Copy: 8 hours.
Index Build : 36 hours
Total Time : 44 hours
New TC *ALTER
SQL command < 1 sec
Update command: 38 minutes
Total Time: 38 minutes
Improves Go-Live Timeframes!
Leveraging Database Specific SQL Commands!
Bypass Re-Indexing!
Stay Tuned for Future Table Conversions Enhancements!
Business Benefits
Example database: F0911 with 155 million records and 28 indexes. Results will vary. Successfully tested for Oracle DB, SQL Server and DB2. JD Edwards EnterpriseOne is really the best ERP software.
25
Oracle Training Offerings TOIs, Transfer of information
On-line courses
Release specific product knowledge
No cost for maintenance customers
Advisor Web Casts
More than 10 live sessions per month
Sessions archived
No cost for maintenance customers
Self Study Classes
Available for most modules
Documentation
Web based
Easily Searchable
Custom Classes
Onsite training provided by Oracle Consulting and Business Partners
26
Content Authoring Tool
Used Throughout the Software Lifecycle
Training: See It, Try It, Know It, Do It Modes
Documentation: User Guides, Business Processes,
Test Scripts, Job Aids
Pre-built Content
22 Modules Available for JD Edwards EnterpriseOne 9.0
24 Modules Available for JD Edwards World A9.2
User Productivity Kit (UPK)
27
UPK Content – JDE EnterpriseOne 9.0 • Fundamentals
• General Ledger
• Accounts Payable
• Accounts Receivable
• Fixed Asset Accounting
• Sales Order Management
• Inventory Management
• Procurement and Subcontract
• Human Capital Management Fundamentals
• Time and Labor
• Configurator
• Advanced Pricing
• Homebuilder Management
• Real Estate Management
• Advanced Real Estate Forecasting
• Grower Management
• Grower Pricing and Payments
• Blend Management
• Product Data Management
• Discrete Shop Floor Management
• Engineer to Order
28
UPK Content – JD Edwards World A9.2
Foundation
Address Book
Common Foundation
Technical Foundation
World Writer
Approvals Management
Distribution
• Inventory
• Purchasing
• Sales Order
• Quality Management
• Advanced Pricing
• EDI
Financials
• Accounts Payable
• Accounts Receivable
• General Ledger
• Fixed Assets
• FASTR
• Purchase Card Management
• Job Costing
Human Capital
Management
• Human Resources
• Payroll
Manufacturing
• Product Costing and Manufacturing Accounting
• Product Data Management and Shop Floor Control
• Requirements Planning and Production Scheduling
• Base Configurator
29
JD Edwards Upgrade Consortiums JD Edwards EnterpriseOne and JD Edwards World
Objective Bring together JD Edwards customers who are evaluating,
planning or in the process of upgrading with Oracle upgrade
experts to enable the sharing of lessons learned, tips &
techniques and best practices.
Subscribe Quest Website – http://questdirect.org/, under the Community Tab, select Groups. Search for: “EnterpriseOne Upgrade Consortium” or “World Upgrade Consortium”. When the Upgrade Consortium Group is displayed, click Join Group. You will then be on the email distribution list for the call each month and will receive emails with dial-in information and an agenda.
Cost Free
JDE W 1st Thursday of each month 11am EST
JDE E1 2nd Wednesday of each month 11am EST
Contact [email protected]
30
Upgrade Challenge White Paper – JD Edwards World
• Written by customers for customers
• Upgrade Challenges
• Modifications / Customizations
• Resources
• Business Case
• Training
• User Adoption and Acceptance
• Technical
• 3rd Party Products
• Web Applications
• Project Management
• Product Support
• Document # 1084525.1
31
Upgrade Best Practice White Paper-JD Edwards EnterpriseOne
• Written by JD Edwards EnterpriseOne Strategy Council
• Best Practice
• Upgrade Focus Group
• 15 large E1 customers
• Identified issues, challenges and approaches
• Tools upgrade best practices
• Application upgrade best practices
• Document # 1282389.1
32 Copyright © 2011, Oracle and/or its affiliates. All rights
reserved.
Roadmap is subject to change without notice. The above is intended for
information purposes and may not be incorporated into a contract.
Q&A