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Analyzing, Planning, andExecuting an R12 EBS Upgrade

Pete Wolffe

Senior Manager

BearingPoint

January 22, 2!

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" 2! BearingPoint, #nc$ 2

Agenda and Purpo%e

Wal& t'roug' %tep% in preparing for and (anaging an upgrade toR12, including

)eci%ion (a&ing

#dentifying o*+ectie%

Scope and approac' -rganization and tea( preparation

-racle tool% and re%ource%

.i(eline planning

.e%ting tip%

.'i% pre%entation i% intended pri(arily for people /'o are 'elpingto ealuate or (anage an upgrade, *ut it al%o contain% alua*leinfor(ation for anyone /'o (ig't *e inoled in t'e upgrade

proce%%$

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We are a .op .ier -racle Partner

Selected for our:

Demonstrated technical skills

Leadership position in key markets

Understanding of customer requirements

Knowledge transforming traditional

business practices with Oracle products

Participation in strategic product andindustryfocused solution de!elopment

Dedicated Oracle sales team

Significant contributions to Oracle"ssuccess

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" 2! BearingPoint, #nc$

Recognition for Mar&et and .ec'nologyeader%'ip

23 .itan A/ard 4 5onora*le Mention6 #ndu%try Solution -racle

23 .itan A/ard 4 5onora*le Mention6 E7Bu%ine%% Suite Solution -racle

28 Partner of t'e 9ear 5yperion

28 Portal )eeloper of t'e 9ear A/ard -racle Magazine

2: .itan A/ard Winner 7 Bu%ine%% #ntelligence -racle

2: S'o/ca%e of t'e 9ear 4 Application% -racle

2; S'o/ca%e of t'e 9ear 4 EBS -racle

2; ASPA< Be%t Partner of t'e 9ear 5yperion

2 Sie*el =old Star 4 12t' >uarter in a ro/ Sie*el

2 S'o/ca%e of t'e 9ear 4 ?#@ -racle

20 E7Bu%ine%% Partner of t'e 9ear -racle

20 E7Bu%ine%% Suite of t'e 9ear 7 EBS %ale% 1 -racle

20 =lo*al Sy%te(% #ntegrator of t'e 9ear 5yperion

22 S'o/ca%e of t'e 9ear 4 S<M -racle

21 -ut%tanding -racle Practice -racle

21 =artner <RM #(ple(entation of t'e 9ear Sie*el

21 e<u%to(er World Be%t Mo*ile <RM Solution =olden A/ard Sie*el

2 .op Perfor(ing #ntegrator in -PP progra( -racle

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" 2! BearingPoint, #nc$ ;

ualification% and Readine%%

R12 Pro+ect%

E%ta*li%'ed regional central *an&

arge US integrated %teel co(pany

arge integrated (anufacturer and (ar&eter for t'e non7re%idential con%truction indu%try

BearingPoint Met'odology a%%et% include (ore t'an 1docu(ent% C%et7up guide%, proce%% de%cription%, and trainingguide%, etc$D coering core (odule%$ -f t'e%e, (ore t'an8 are co(pletely updated to R12$

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" 2! BearingPoint, #nc$ :

-erie/ 4 Upgrade Step%

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Upgrade Step%

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Ealuate

#dentify andPrioriti$e

Upgrade Dri!ers

and Ob%ecti!es

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Ealuate

R12 5ig'lig't%

-racle deelop(ent 'a% focu%ed on i(proing t'e a*ility of EBSto *etter (anage co(plex glo*al *u%ine%%e%, e%pecially /'ereorganization% are centralizing t'eir application% into a %'ared

%erice eniron(ent$

13 ne/ product% /it' al(o%t 2; en'ance(ent%, including

edger% and edger Set% 7 replace Set% of Boo&%

?inancial% Accounting Engine 7 Su*ledger Accounting .ax Engine 7 E7Bu%ine%% .ax

<ro%% -rganization Re%pon%i*ilitie% 7 M-A<

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Ealuate

Arc'itecture and .ec'nology <'ange% Rede%igned /or&flo/%

Upgraded u%er interface *a%ed on PeopleSoft

More Per%onalization%

Expanded u%e of B# Pu*li%'er and ?u%ion Middle/are

#ncrea%ed Perfor(ance

o/ered #. co%t% t'roug' 'ard/are con%olidation andirtualization

#(proed integration /it' -racle #dentity Manage(ent

Reduced production do/nti(e for patc' application%

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Ealuate

.ec'nical <on%ideration% #(ple(ent %ignificant tec'nical adance% aaila*le in R12 for

*u%ine%% *enefit% you (ay need

─ 5ig'7Aaila*ility and Scala*ility u%ing -racle )ata*a%e <lu%terC1gRA<D and -racle Application% <lu%ter /it' oad7*alancing

─ Bu%ine%% <ontinuity and )i%a%ter Recoery u%ing -racle)ata*a%e P'y%ical )ata=uard acro%% re(ote data7center%

─ -racle Auto(ated Storage Manage(ent CASMD for a ariety of%torage %olution%

─ Adanced Security for External U%er% Ce$g$, for iSupport PortalD

─ U%e of Single Sign7on F integration /it' -racle #)M

─ U%e of -racle Application #ntegration Arc'itecture CA#AD *a%edon ?u%ion Middle/are F S-A

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Oracle will support &&'('&) and &*+ upgrades to ,usion

Ealuate

O-./L0 01S SUPPO-2 S/30DUL0

-0L0.S0 4050-.L SUPPO-2 05D D.20S

6 .7.#L.1#L#28 P-09#0- 0205D0D SUS2.#5#54

&&')'; 9.8 << ,01 )= not offered >.5 )<

&&'('& ? &&'('@ 9.8 )) >.5 )* >UL )@ A indefinite

&&'('= 9.8 )* 9.8 )= A A

&&'('B 5O7 )* 5O7 )= A A

&&'('< >U5 ); >U5 )B A A

&&'('&) 5O7 )C 5O7 )< 5O7 &* A

&*')') >.5 )= >.5 &* >.5 &( A

&*')'& .P- )= .P- &* .P- &( A

&*')'* >UL )= >UL &* >UL &( A

&*')'; O/2 )= O/2 &* O/2 &( A

&*')'C >.5 )B >.5 &; >.5 &@ A

&*')'( 9.8 )B 9.8 &; 9.8 &@ A

&*')'@ 5O7 )B 5O7 &; 5O7 &@ A

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Upgrade Step%

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Plan

)efine Appropriate Scope <o(*ine /it' 'ard/are or -S upgrade

#n%tance (erge into %ingle, glo*al in%tance

)eploy ne/ Cre>uiredD functionality

)eploy ne/ CoptionalD functionality

Rig't7Sized P'a%ing 4 Ri%& %$ Return

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Plan

)efine Approac' Upgrade %$ Re7#(ple(entation

Replace cu%to(ization%

Retool proce%%e%

.a&e adantage of %i(plification opportunitie% in adance ofupgrade

P'a%ing

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1$ #nentory

W'at are t'eyG

W'at tool% /ere t'ey

*uilt /it'G Are t'ey %till re>uiredG7 -*%olete functionality7 Replaced *y ne/ feature%

Plan

0$ Re%ult

Reduced (aintenance co%t

Reduced ri%& ofarc'itecture o*%ole%cence

Ea%ier to upgrade

/ustomi$ations -e!isited2$ ?uture Approac'

<onfiguration, notcu%to(ization

<onfor( to ?u%ion

arc'itecture

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Plan

11.0.3 or 11.5.1 - 11.5.7 1) 11.5.10 CU2 2) R12

11.5.8 - 11.5.10 1) R12

Current Release Upgrade Path

-ecommend required upgrade to &)g databasebe done in ad!ance of -&* upgrade

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Upgrade Step%

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" 2! BearingPoint, #nc$ 1!

Prepare

-rganization Preparation .a&e into account a*oe %cope

<'ange Manage(ent

─ )ata Model

─ ?unctionality Ce%p$ ?inancial%D

Build Mo(entu( fro( Executie% t'roug' to U%er%

#nole Bu%ine%% -/ner%

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Prepare

A%%e(*le t'e .ea( Be%t and Brig'te%t

Plan to Bol%ter Wea& Area%

─ A%%e%% current -racle %&ill%

Plan to Bac&fill

Potential -rganization <'artH

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Sa(ple Pro+ect -rganization <'art

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Prepare

.a&e Adantage of Aaila*le R12 <ontent C'ttp%6FF(etalin&$oracle$co(FD

-nline .raining C00!$1D

Upgrade Re%ource% C:18;$1D

-racle Application% Upgrade =uide CE121172D -racle ?inancial% and -racle Procure(ent ?unctional

Upgrade =uide6 Relea%e 11i to Relea%e 12 CB01;071D

R12 Relea%e @ote%, Relea%e <ontent )ocu(ent% C1;2$1D

)ocu(entation Re%ource% R12 C0!:!2$1D

https://metalink.oracle.com/

https://metalink.oracle.com/

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Prepare

Pre7Upgrade .a%&% U%e .UMS to eli(inate unnece%%ary upgrade ta%&%

Reduce upgrade do/nti(e4 Upgrade =uide6 Relea%e 11i to Relea%e 12

Reducing )o/nti(e CUpgrade =uide, Appendix ED Upgrade *y Re>ue%t CUpgrade =uide, Appendix =D

4 <onert to Multi -rg

4 <onert to -A.M4 Upgrade data*a%e to 1g

Record duration of eac' %tep during te%t upgrade

Ma&e a alid *ac&7up *efore *ot' t'e data*a%e andapplication% upgrade%

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Prepare

Sample 3igh Le!el Plan

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" 2! BearingPoint, #nc$ 2;

Upgrade Step%

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" 2! BearingPoint, #nc$ 2:

Reference Oracle Applications Upgrade Guide: Release 11i to Release 12

Execute

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Execute

Maintenance Wizard C21;;28$1D Step7*y7%tep, grap'ical u%er interface for perfor(ing

upgrade ta%&%

<on%olidate% in%truction% fro( (ultiple %ource% to pre%ent aco(pre'en%ie upgrade picture

Reduce% upgrade ta%&% *y filtering out t'o%e t'at do notapply to you Cu%ing .UMSD

#ndicate% critical patc'e% t'at your %y%te( re>uire%

<an auto(atically execute upgrade ta%&% for you

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Execute

U%e t'e late%t patc' %et to eli(inate &no/n i%%ue% C;;83:!$1D

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" 2! BearingPoint, #nc$ 2!

Execute

@ote% on .e%ting

eerage 11i te%t %cript% updated to reflect ne/, releantR12 functionality and proce%% c'ange%

.e%t all *u%ine%% flo/% and %cenario% u%ing *ot' ne/ andexi%ting data

.e%t /or&flo/% in proce%%

Execute (ultiple te%ting round% and *udget enoug' ti(e fori%%ue re%olution

─ Perfor( at lea%t 2 %ucce%%ful te%t upgrade cycle% *eforeupgrade cutoer

─ #f c'anging -S Ce$g$, Unix to inux, or Windo/% toUnixFinuxD, add anot'er %ucce%%ful te%t cycle

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Execute

@ote% on .e%ting Ccont$D

Perfor( ade>uate load and olu(e te%ting

.i(e t'e upgrade proce%% to gauge duration re>uired forcutoer

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Upgrade Step%

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Maintain

eerage )ocu(entation and .raining .ool% 11i Repo%itory

─ .e%t Script%

─ Set7up )ocu(ent%

─ U%er Procedure%

.utor

UPI

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#n Su((aryH

Make Sure You’re Prepared and Test, Test, Test!

Tax Engine is Much Different

XML / BI Publisher provides Greater Flexibility

Technical Installation Is Much Quicker

Richer functionality in Financials and Procurement

R12 is the right direction….

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" 2! BearingPoint, #nc$ 0;

<ontact #nfor(ation

Pete IolffeSenior Bu%ine%% Adi%or<o((ercial Bu%ine%% Unit

pete$/olffe*earingpoint$co(

P'one6 1 :; 03; 0;<ell P'one6 & @() B*; )<*<

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