R12 Upgrade Path

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    Thinking of Oracle ApplicationsRelease 12 Upgrade?

    Things to do NOW in 11.5.x to be ready forupgrade to Release 12!!

    Sushil Motwani,

    Practice Director, DBA Services

    Apps Associates LLC

    November 10, 2008

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    Audience

    This presentation is intended as a guide for thedatabase administrator and the applicationspecialists who are responsible for upgrading toRelease 12 of Oracle Applications. This mayinclude:

    Release Management Managers

    NEOAUG November 2008 2

    Project ManagersOracle Applications Developers

    Technical Application Specialists andOF COURSE

    Oracle DBAs and Applications DBAs (Cananyone do without them? )

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    Agenda

    Current 11i Certifications

    Current Release 12 CertificationsSteps we can do NOW before Release 12

    Certified Upgrade Path (Pre 12.0.4 and 12.0.4)

    Database Upgrade Considerations

    NEOAUG November 2008 3

    ecommen e ec no ogy ac pgra esoOATM

    oNative Sun JRE

    oMulti-Org

    Patching to stay certified

    On-Going and Future Steps before an actualupgrade

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    Release 11i Certified Components .

    Database Tier9i 11g (9.2.0.8 11.1.0.6)

    Non-OATM (separate tablespaces for each product installed)OATM (Oracle Applications Tablespace Management)

    OATM available out-of-the-box with 11.5.10 Rapid Install.

    OATM Migration Utility available for earlier 11i releases

    Pre-requisite of 11i.AD.H minipack and a minimum database

    NEOAUG November 2008 4

    . . . .

    Release 10.7 or 11.0 customers, upgrading to Release 11ican also use the OATM Migration utility.

    Database Specific Technologies like

    RAC (Real Application Clusters) 9i 11g

    TDE (Transparent Data Encryption) 10g

    Database Vault 10g

    Physical Standby Databases 9i 10gASO / ANO (Advanced Security/Networking Option) >10.2.0.3

    Advanced Compression

    Database Partitioning

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    Release 11i Certified Components

    Applications TierOracle Application Server 1.0.2.2.2

    Oracle Home 8.1.7.4

    Apache Web Server (HTML/JSP/Jserv) 1.3.19

    Developer /2000 Patchsets 15 19

    Oracle Home 8.0.6.3

    JDK 1.3 6

    NEOAUG November 2008 5

    JDBC Drivers 9.2.0.8

    Oracle Application Java Framework 5.10

    Workflow 2.6.3

    Desktop TierWindows 2000, XP, XP Service Pack 2 (SP2), XP Service Pack 3(SP3), Vista Service Pack 1 (SP1)

    Oracle JInitiator 1.1.8.22 through 1.1.8.27; 1.3.1.21 through1.3.1.30 Not on Vista

    Sun JRE 1.5.0_12 and higher, 1.6.0_03

    Browsers: Internet Explorer 6, 7; Firefox 2,

    Mac OS X 10.4 (Tiger) with Safari 2

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    Release 12 Certified Components .

    Database Tier10g 11g (10.2.0.2 11.1.0.6)

    OATM (Oracle Applications Tablespace Management)

    Database Specific Technologies like

    RAC (Real Application Clusters) 10g 11g

    TDE (Transparent Data Encryption) 10g

    Database Vault 10g

    NEOAUG November 2008 6

    Physical Standby Databases 10g

    ASO / ANO (Advanced Security/Networking Option) 10.2.0.4

    Advanced Compression

    Database Partitioning

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    Release 12 Certified Components

    Applications TierOracle Application Server 10gAS 10.1.3.0.0 and 10.1.3.3

    Forms / Reports 10g 10.1.2.0.2 and 10.1.2.2

    Oracle Jdeveloper 10.1.3

    JDK 5, 6

    Oracle Application Java Framework 5.10

    Workflow 2.6.3

    NEOAUG November 2008 7

    Desktop TierWindows 2000, XP, XP Service Pack 2 (SP2), XP Service Pack 3(SP3)

    Sun JRE 1.5.0_12 and higher, 1.6.0_03

    Browsers: Internet Explorer 6, 7; Firefox 2

    Windows Vista, Vista Service Pack 1(SP1)Sun JRE 1.5.0_12 and higher, 1.6.0_03

    Browsers: Internet Explorer 6, 7; Firefox 2

    Mac OS X 10.4 (Tiger) with Safari 2

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    External Certifications Release 11i .

    External to Oracle Applications Tech StackOracle Internet Directory 3.0.1, 10.1.2.0.2, 10.1.2.2, 10.1.2.3 ,

    10.1.4.0.1, 10.1.4.2Single Sign-On 3.0.9, 10.1.2.0.2, 10.1.2.2, 10.1.2.3, 10.1.4.0.1,10.1.4.2

    Portal 3.0.9, 10.1.2.0.2, 10.1.2.2, 10.1.2.3, 10.1.4.0.1, 10.1.4.1

    Discoverer 4i, 10.1.2.0.2, 10.1.2.2, 10.1.2.3, and Cumulative Patchsets

    NEOAUG November 2008 8

    . . . . , . . . .

    Oracle Business Intelligence Applications 7.9.4Web Cache 10.1.2.0.2, 10.1.2.2, 10.1.2.3

    Oracle Access Manager (via Oracle SSO Integration): 10.1.4.0.1,10.1.4.2

    Oracle Identity Manager Connector Pack 9.0.4, 9.1.0

    Enterprise Single Sign-On 10.1.4.0.1 (via Oracle SSO Integration)

    Identity Federation 10.1.4.2 (via Oracle SSO Integration)Oracle Virtual Directory 10.1.4.2 (via Oracle Internet Directoryintegration)

    Oracle SOA Suite 10.1.3.3

    Oracle Application Server (SOA) Adapter for Oracle Applications10.1.3.3

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    External Certifications Release 12 .

    External to Oracle Applications Tech StackOracle Internet Directory 10.1.2.0.2, 10.1.2.2, 10.1.2.3, 10.1.4.0.1,

    10.1.4.2Single Sign-On 10.1.2.0.2, 10.1.2.2, 10.1.2.3, 10.1.4.0.1, 10.1.4.2

    Portal 10.1.2.0.2, 10.1.2.2, 10.1.2.3, 10.1.4.1, 10.1.4.2

    Discoverer 4i, 10.1.2.0.2, 10.1.2.2, 10.1.2.3, and Cumulative Patchsets

    Oracle Business Intelligence Enterprise Edition 10.1.3.3.1, 10.1.3.3.2

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    rac e us ness n e gence pp ca ons . .

    Web Center 10.1.3.3

    Web Cache 10.1.2.0.2, 10.1.2.2, 10.1.2.3

    Oracle Access Manager (via Oracle SSO Integration): 10.1.4.0.1,10.1.4.2

    Oracle Identity Manager Connector Pack 9.0.4, 9.1.0

    Enterprise Single Sign-On 10.1.4.0.1 (via Oracle SSO Integration)

    Identity Federation 10.1.4.2 (via Oracle SSO Integration)

    Oracle Virtual Directory 10.1.4.2 (via Oracle Internet Directoryintegration)

    Oracle SOA Suite 10.1.3.3

    Oracle Application Server (SOA) Adapter for Oracle Applications10.1.3.3

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    What can we do NOW ?

    Prepare for an Eventual Upgrade to Release 12Steps that SHOULD be done before the upgrade

    Upgrade the Database to at least 10g (if you can )

    Apply at least 11i.AD.I patch

    Convert to OATM

    Replace Oracle Jinitiator with the Sun JRE

    Convert to Multi-Org

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    Steps that CAN be done before the upgrade

    Implement latest database features on your current version

    Make sure that you are on certified components of the technologystack. A Release Management Process could be initiated.

    Implement Shared and/or Staged APPL_TOP for multi-tiersystems

    Calculate and purchase all the hardware that will be used

    eventually for the upgradeConvert customized reports to use BI Publisher and many more..

    Steps that CANNOT be done before the upgrade

    Upgrade the technology stack iAS and Forms to 10.1.3 and 10.1.2respectively

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    Certified Upgrade Path (Pre 12.0.4)

    NEOAUG November 2008 11

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    Certified Upgrade Path (12.0.4 onwards)

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    Database Upgrade Considerations

    In Release 12 of Oracle Applications, the minimumcertified version is:

    10.2.0.2 Release 12.0.0 and Release 12.0.1

    10.2.0.3 and up Release 12.0.2 and up

    11.1.0.6 Release 12.0.4 and up

    To complete the upgrade to Release 12.0.4 or

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    higher, you MUST migrate or upgrade yourdatabase at least to Oracle 10g Release 2(10.2.0.3):

    Release 11.5.9 CU2 and 11.5.10 CU2 Upgrade to10.2.0.3 or higher, if possible, BEFORE ApplicationsUpgrade

    Release 11.5.8, 11.5.9 base, 11.5.9 CU1, 11.5.10 base, and11.5.10 CU1 Database Upgrade is possible only duringApplications Upgrade

    Please refer to Metalink Note: 403339.1 for Database UpgradeMethodology

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    OATM Oracle Application Tablespace

    Management .

    Non OATM DisadvantagesPart of Oracle Applications from earlier releases prior to 11.5.10

    Separate Tablespace for each product (1 for Data and 1 for Index)Earlier versions created the tablespaces in Dictionary Managed

    Converting to Locally Managed does not convert existing data /tables to Locally Managed

    Data could be several years old and extremely fragmented

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    OATM AdvantagesOATM available out-of-the-box with 11.5.10 Rapid Install.Now the default for all 11.5.10+ releases

    OATM Migration Utility available for earlier 11i releases

    Release 10.7 or 11.0 customers, upgrading to Release 11i canalso use the OATM Migration utility.

    The new tablespaces can be created as Locally Managed usingAutomatic Extent Management / Uniform Extent Management andAutomatic Segment Space Management (ASSM)

    All the existing data is moved into these tablespaces, eliminatingfragmentation for the existing data, as well as new data

    Significant Reduction is number of Tablespaces

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    OATM Oracle Application Tablespace

    Management .

    Implementation of OATMIn Oracle Applications, Metalink uses the Term Tablespace

    Migration Utility (TMU)Originally available in a patch 3381489, now beensuperseded by 3942506

    Under the OATM the following tablespaces are created as adefault.

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    APPS_TS_TX_DATA - This tablespace hold thetranslational tables of all Oracle Applications products.

    APPS_TS_TX_IDX - All the indexes on the product tablesare kept under this tablespace.

    APPS_TS_SEED - The seeded data that is setup andreference data tables and indexes form this tablespace.

    APPS_TS_INTERFACE - All the interface tables are keptin this tablespace

    APPS_TS_SUMMARY - All objects that record summaryinformation are grouped under this tablespace.

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    OATM Oracle Application Tablespace

    Management .

    Implementation of OATM (Contd )APPS_TS_NOLOGGING - This tablespace contains the

    materialized views that are used for summary purposesand other temporary object that do not require redo logentries.

    APPS_TS_QUEUES - The advanced queue tables andrelated objects form a part of this tablespace.

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    APPS_TS_MEDIA - This tablespace holds multimediaobjects like graphics, sound recordings and spatial data.

    APPS_TS_ARCHIVE - Tables that are obsolete in thecurrent release of Oracle Applications 11i are stored here.

    APPS_TS_TOOLS Not created by default by OATMutility. Required, once on ATG Rollup 4 or higher.

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    Replacing Oracle Jinitiator with Sun JRE

    (Native Plug-In)

    Overview of Implementation of Sun JREAs per Oracle - Oracle recommends that Oracle E-Business

    Suite 11i customers move to the latest and therefore mostsecure certified version of the Sun JRE Native Plug-in oneither Java family (JRE 5.0.x or JRE 6.0.x).

    Majority of Oracle E-Business Suite currently use OracleJinitiator to access Forms Based Applications

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    ,

    Forms Based Applications with either Oracle Jinitiator, thenative Sun JRE or a mix of the two technologies

    Disadvantages of Oracle JInitiatorSeveral version of Oracle Jinitiator have conflicts with JVM.

    As newer JVMs get installed, the current version of OracleJinitiator may not be compatible

    Managing multiple JVMs, and conflicts with Oracle Jinitiatormakes the desktop Maintenance a nightmare, as well asdealing with updating the Oracle Jinitiator version

    Implementation of Sun JRE eliminates all of the above

    Oracle Jinitiator gets decertified as of June 2009

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    Replacing Oracle Jinitiator with Sun JRE

    (Native Plug-In)

    Implementation/Installation of Sun JRE

    Minimum Version Restrictions

    Oracle Applications 11.5.9 or later

    Developer / 2000 Patchset 18 or later(6.0.8.27.x) Recommended Patchset 19(6.0.8.28.x)

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    JRE 1.5.0_12 or later, JRE 1.6.0_03 or later

    AutoConfig Enabled

    Installation of the Oracle E-Business SuiteInteroperability Patch 6863618

    Installation of the Native Sun JRE Plug-In on the

    Web Server

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    Converting the Oracle Applications to

    Multi-Org

    Facts about Multi-OrgNon Multi-Org implementations are supported in 11i, as

    long as 11i is supportedMulti-Org allows users to define one or more OperatingUnits, and to secure setups and transactions byoperating unit. Each responsibility is linked to oneoperating unit, and each operating unit is linked to one

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    enera e ger set o oo s

    Release 12 needs Multi-Org enabled. With Release 12,Multi-Org Access Control, which enables an applicationsresponsibility to access multiple operating units if desired

    Converting to Multi-Org does not require the use ofmultiple operating units or sets of books, but it doesenable you to use multiple operating units and sets ofbooks if desired.

    New features introduced in Release 11i may requireconversion to Multi-Org in order to improve performanceacross the E-Business Suite

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    Converting the Oracle Applications to

    Multi-Org

    Implementation of Multi-OrgBefore Conversion to Multi-Org

    Apply AD Patch 2412194, performance improvement patch

    Define at least one Operating Unit, and set the profile option MO:Operating Unit at Site Level, to the Operating Units value

    Conversion to Multi-OrgUsing ADADMIN , use the Convert to Multi-Org. Option available

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    ONLY if you do not have Multi-Org enabled

    During the conversion processThe ORG_ID column gets populated with the Operating Unitvalue defined in the profile option

    The MULTI_ORG_FLAG column in theFND_PRODUCT_GROUPS changes to Y

    The Replicate Seed Data program runs, which for each

    operating unit definedPost-Conversion to Multi-Org

    Apply patch 2451368 to fix a bug associated with the Multi-OrgConversion

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    10g /9i Database Features Implementation

    Depending on the version of Database, somefeatures that enhance the features provided by the

    database:For 11.5.9 and 11.5.10.x, convert to use CBO instead of RBO, andregularly update the statistics of the data dictionary and APPSTables

    In the parameter file, refer to Metalink Note: 216205.1 for specific

    NEOAUG November 2008 21

    va ues, u use _ , ns ea o _ _ ,

    DB_BUFFER_CACHE etc.Use PGA_AGGREGATE_SIZE instead of SORT_AREA_SIZE,HASH_AREA_SIZE

    Convert the SYSTEM Tablespace to Locally Managed, and createall subsequent tablespaces as Locally Managed, with AutomaticExtent Allocation and Automatic Segment Space Management

    Replace the Rollback Segments with the UNDO Tablespace

    Replace the Temporary Tablespace to use TEMPFILES instead ofthe traditional TEMP Permanent Tablespace

    Keep up-to-date on all the latest CPUs (Critical Patch Updates) onthe Database

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    Upgrading Oracle Applications to

    Certified Tech Stack Components

    Ensure that your environment is running oncertified technology components

    To achieve the above, one has to patch regularly.

    Here are some myths about patching (as per Steven Chan fromOracle):

    We Can't Upgrade Because...

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    It requires too much downtime NOT True planned

    downtimes are better than unplannedTesting is too expensive NOT True BIG Bang upgradesrequire much more testing in man hours

    It's too complicated NOT True Being not certified causesmuch more complications with patching Ask the DBAs

    We don't have enough staff Bigger upgrades require more

    staff during testingIt ain't broken; why fix it? Primary Reason why companiesdo not upgrade ? What happens when something reallybreaks, and Oracle does NOT help !!!!!

    SO, If you're in a hole, it's never too late to stop digging

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    Release Management Process/Regular

    Patching Process

    What is Release Management Process Model?

    NEOAUG November 2008 23

    CustomDevelopment

    Unit Testing ofCustomizations

    DBA installationof patches

    DBA installationof patches

    Developer testingof installationscripts forcustomizations

    System testing forrelease cycle

    DBA installationof customizationsand patches

    Integrationtesting for release

    cycle

    Final installationofcustomizationsand patches

    Final blessing ofnew release

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    Release Management Process/Regular

    Patching Process

    What does the DBAs do in a Release ManagementProcess?

    At the end of every Release Cycle, the DBAs look at the certifymatrix in Metalink to determine any upcoming de-certifications orupgrades. The following patches must always be looked at:

    Latest Security Alerts for DB Tier and Application Tier

    Latest AD.I patch

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    a es ap one a c es

    Latest Autoconfig PatchesLatest ATG Patches

    Latest OAM Patches

    Latest Family Packs (Use patchsets.sh)

    Certified components in 11i that will be used in Release 12/Fusion

    Verify that all the technology stack components currently are

    certified, and if any of them will be decertified. These include:Developer 2000 version

    Oracle Jinitiator/Sun JRE

    Oracle Discoverer

    Oracle iAS Application Server/HTTP Server

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    Downtime Reduction during Patching

    Use Latest Available Features for Patching,depending on the ATG Patch Level

    Merge multiple patches into smaller number ofpatches using AD Merge. Pre-requisites cannot bemerged with a patch, for which it is a pre-requisite,but all the pre-requisites of multiple patches can be

    NEOAUG November 2008 25

    AD Patch can be run in non-interactive mode, bycreation of defaultsfile, and then creating batchprograms which will runs series of patches oneafter the other without asking any questions.

    Use options like nocompiledb, which will not

    compile all objects every time it applies a patch.Only the last patch can have the compiledboption.

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    Downtime Reduction during Patching

    Use Latest Available Features for Patching,depending on the ATG Patch Level

    Oracle now supports the Shared Application-TierSystem. If you have multiple Application Servers usingLoad Balancing, then all the servers can share onesingle shared Application-Tier. Use Metalink Note:233428.1 for 11i and 384248.1 for Release 12. Patches

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    applied to shared application tiers are instantlyavailable to all application tiers

    Shared application tier systems, distributed AD (Note:236469.1) can be used to run adpatch and adctrl onmultiple nodes, that share the application tier filesystem

    Staged Application Systems (I personally do notprefer it) Metalink Note: 242480.1, where patches areapplied to a stage area, before the productionupgrade, and then only the database portion is appliedon the Production Instance thus reducing downtime

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    Upcoming/Current De-certifications .

    Firefox 2.0 December 2008

    Oracle Jinitiator 1.1.8 December 2008

    Oracle Jinitiator 1.3.1 July 2009

    11.5.9 Premier Support June 2008 Now in ExtendedSupport

    11.5.10 Premier Support November 2010

    NEOAUG November 2008 27

    J2SE 1.4.x October 2008

    J2SE 1.3.x December 2006

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    Upcoming/Current Decertifications .

    NEOAUG November 2008 28

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    Summary

    For each version of OracleApplications there are severalcertification levels for eachtechnology component

    Depending on your current version,

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    the upgrade path will be different Ensure that we stay certified at all

    times

    Getting a Release Management

    Process to ensure a stableenvironment, and subsequentupgrades easier

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    Q

    NEOAUG November 2008 30

    A

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    Speaker Profile

    Sushil Motwani is the Practice Director of DBAServices at Apps Associates LLC. He manages

    team of Database Administrators providing on-site and offshore (remote) services to ourclients. Sushil has over 15 years experienceprimarily as an Oracle DBA including 10 years

    NEOAUG November 2008 31

    as an rac e pp ca ons m n s ra or .

    Before his current position, Sushil was a Lead/Sr.Oracle DBA/Applications Administrator for 6 years at Harvard University.

    Sushil has presented papers at several OAUG andNEOAUG conferences.

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    Thank You

    Suggestions or Additional Questions

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    . .