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On the Way to EBS R12.2:

How to Avoid the Pitfalls

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“Should I move,

Or

Should I stay?”

2 Copyright © Panaya Ltd., All rights reserved. 2 Copyright © Panaya Ltd., All rights reserved.

What’s New in R12.2

● Infrastructure Enhancements

● Thousands of Functional Enhancements

● Simplified User Flows

● Online Patching

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3 Copyright © Panaya Ltd., All rights reserved.

Infrastructure Enhancements

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12.1 Technology Stack:

12.2 Technology Stack:


ERP • Enhanced Labor Costing with

Projects & Payroll

• Project Cost Breakdown Structure

• Contract Lifecycle Mgt for Public

Sector (CLM): Electronic Contract

File, Concurrent Modifications, more

• Channel Revenue Mgt: Simplified

HTML Flows

SCM • Order Mgt: Selling Subscriptions • Order Mgt / WMS: Advanced

Catch Weight • WMS: Mobile Personalizations • MES: Electronic Kanban (E-

Kanban) • MES: Express Transact for

Serialized Mfg

ALM & Service

• Project Accounting for Service Operations

• Service: Simplified HTML Flows • EAM: Safety Management:

Lockout – Tagout

Functional Enhancements

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What is On-Line Patches

• 12.2.x includes architectural change to support the ability to install patches on-line ( without need for down time )

• On-line patches is mandatory. Once you upgrade to 12.2.x all patches will be installed in on-line mode

• All customizations must be compliant with OLP compatibility standards.

• Non-compliant customizations introduce risk of real-time execution error after any patch is applied


Online Patches: From “Downtime” to “Cutover”

● Critical business operations will not be interrupted by maintenance operations

● Global single instances remain operational 24x7

● Revenue generating activities stay online

● Business users stay online

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E-Business Suite Support Timelines

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We are here


What are my options?

Standard Oracle Analysis


About Oracle Analysis

● Oracle provides analysis in the form of on-line patch readiness reports which only identify compatibility issues in the database (Oracle, custom, and third-party)

● Areas not covered by Oracle analysis:

• Forms

• Reports

• Scripts

• OA Framework

• Discoverer Reports

• Alerts

• Profiles

• Value Sets


The REAL Oracle Upgrade Project

Areas Oracle Does Not Cover



Referenced Impacted Objects

Oracle readiness reports will identify changes you must make in custom data objects (views, tables, synonyms)

●Once you fix these these data objects, there could be impact to custom code that references those data objects




Areas Oracle Does not cover



What To Test

• Do you prioritize a test plan based on impacted objects, or, test everything?

• Should we rely on, or trust, the subject matter experts in the respective business units to properly test all business process flows from end-to-end?

• Do I have previously developed test scripts to adequately address ALL required test scenarios?

• How do you ensure all scripts are, and remain, updated?

• Is it possible to manage where the “baton” even is throughout complicated test processes?



Test Scope Optimization


Areas Oracle Does not Cover

Standard Oracle

Analysis


Project Management

● How do I prioritize our effort to only focus on objects that are impacted and used?

● How do I focus my development team to only address the objects that will definitely break and are directly impacted by change?

● How do I monitor who is doing what, when and to what area throughout the process?

● How can I be certain to knowing exactly where we are to meeting “go-live” commitments and actually being on time? 70% of the market misses

● If I can’t measure a project – how can I manage it?



Project Management

Test Scope Optimization

Reference Impacted Objects

Areas Oracle Does not Cover

Standard Oracle

Analysis


Oracle Scripts

Panaya IA Oracle Readiness Reports Task

Yes Yes What Will Break

Full Coverage

(incl. reports, forms,

scripts, framework,

alerts, triggers)

Just Database Components Coverage

Yes No Usage Information

Yes No What To Test

Yes No Indirect Impact

Yes No – Textual files Project Management

Yes No Work Classification &

Prioritization

Yes No Project Assessment


Which version should you to upgrade to?

● Choose 12.2.* if you:

• Need the high availability provided by Online Patching

• Want the functional enhancements that are in 12.2

• Prefer to invest in a single project to upgrade directly to 12.2

● Choose 12.1.3 if you:

• Prefer to target a release with thousands of live customers

• Would like to stay on 12.1 for 3-5 years before upgrading to 12.2

• Upgrading from a release prior to 11.5.10.2

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Getting Ready to Upgrade

●For R12.2: Review Oracle’s On-Line Patching Readiness reports

• Summary Readiness Report (ADZDPSUM.sql)

•Manual Readiness Report (ADZDPMAN.sql)

•Database check report (ADZDDBCC.sql)

•File System check report (gscc.pl)

●For R12.x: Subscribe to Panaya’s Upgrade Automation

• Impact Analysis

•Custom Code Corrections

•Tailored Test Plan

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Why Panaya?

• Panaya simulates Oracle EBS Upgrade

- Using cloud-based supercomputer & Runtime Simulation

Technology, Panaya SaaS Platform will:

Map Your Customizations & Usage

What will break – upgrade & online-patches

How to fix – upgrade & online-patches

What to test


2 Upgrade Methodologies

Mapping

Customizations

& Usage

Fix Integration

Testing

Initial

Testing

User

Acceptance

Testing

Save up to 70%

of the effort

Time = Money

Fix Unit

Testing - CRP1

Mapping

Customizations

Initial

Testing Go-Live User Acceptance

Testing - UAT

Traditional

Panaya

Unit

Testing

Go-Live

More Cycles

Integration

Testing - CRP2


Panaya CloudQuality Suite

● Change Impact Simulation

• Oracle R12 upgrades, point-release upgrades

• Oracle patches

• Chart-of-Account (CoA) changes

• Custom-code releases

● Collaborative Test Management & Test Acceleration

• Automated test script creation

• Automated documentation and test evidence

• Accelerated manual testing

• ALM integration (HPQC, Oracle ATS)

Scope & Accelerate changes in Enterprise Applications, Cutting Cost & Risk


Advice

● Analyze every project before it begins

● Analyze often to get an accurate estimate of the number of customizations left to be fixed and what remains to be tested

● Develop a test management strategy that includes:

• Detailed test scripts that evolve as your business and ERP environment

evolves

• Ability to manage complicated test cycles involving multiple testers

(sometimes in different departments – overseas?)

• Compliance with auditing regulations i.e. SOX, HIPAA etc.

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Questions