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Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 1

Preparing for EBS R12.2-upgrade-full

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Page 1: Preparing for EBS R12.2-upgrade-full

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 1

Page 2: Preparing for EBS R12.2-upgrade-full

Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 2

10 Things You Can Do Today to Prepare for Oracle E-Business Suite 12.2

Nadia Bendjedou Senior Director, Product Strategy, Oracle

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Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 3

Program Agenda

Overview

12.2 Overall E-Business Suite Readiness

12.2 Online Patching Readiness

Key Takeaways

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Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 4

Supported Upgrade Paths

[1]: Patch Requirements for Extended Support of Oracle E-Business Suite Release 11.5.10 [ID 883202.1]

11.5.10

11.5.9

12.2 12.0 &

12.1

11.5.10

CU2 [1]

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Copyright © 2012, Oracle and/or its affiliates. All rights reserved. 5

12.2 Overall EBS Readiness

1. Review the Functional Changes

2. Understand the Technical Architecture

Changes

3. Learn about WebLogic Server

4. Consider Upgrading your Technical

Architecture

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#1 Review The Functional Changes

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Oracle E-Business Suite R12 Global Financial Architecture

Bank Model

Tax Engine

Inter Company

Subledger Accounting (SLA) Dr Cr

Ledger & Ledger Sets

Projects Receivables Inventory

Work in Process Purchasing Payables

Multi-Org Access Control

Major Initiatives:

1. Ledger and Ledger Sets

2. Multi-Org Access Control

3. Subledger Accounting

4. Tax Engine

5. Intercompany

6. Bank Model

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#1 Review The Functional Changes Functional Changes – Upgrading to Oracle E-Business Suite 12.2 11i 12.0 & 12.1

Understand the Release12 new accounting model

Understand the upgrade impact on 11i setups and data • R12 Upgrade Considerations by Product (Doc 889733.1)

• Accounting Setup Manager Pre-Update Diagnosis Report (Doc 961742.1)

Understand the Datamodel changes from 11i. Doc 1290886.1

Evaluate the impact on your 11i customizations and consider native functionality

wherever possible.

• Upgrading your Customizations to Oracle E-Business Suite Release 12.1 (Doc

1435894.1)

• EBS File System Comparison Report (Doc 1446430.1)

Evaluate new 12.2 functionalities: Yard Mgt, Outsourced Mfg, In-Memory Costing,

Supply Chain Event Mgt, more. Doc 1302189.1

Review the functionalities and modules that have been replaced:

• DBI (Daily Business Intelligence), Oracle Balanced Scorecard, Oracle Financials and

Sales Analyzers etc…(Doc 1302189.1)

NB: A migration plan exists for customers who have purchased these products in earlier releases. Contact your Account Manager for more information.

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E-Business Suite Functional Highlights Customer-Driven Features – New in 12.2

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

HCM

– Recruitment Candidate Profile

– Oracle Webcenter Content Integration

– Paycheck Modeling

SCM

– Order Mgt: Selling Subscriptions

– Order Mgt / WMS: Advanced Catch Weight

– WMS: Mobile Personalization

– MES: Electronic Kanban (E-Kanban)

– MES: Express Transact for Serialized Mfg

– SCM: Contingent Worker Support

ALM & Service

– Project Accounting for Service Operations

– Service: Simplified HTML Flows

– EAM: Safety Management: Lockout – Tagout

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Oracle E-Business Suite Info Center

Release Content Documents (RCDs)

Release Value Propositions (RVPs)

Online Training (TOI)

Online Documentation

MOS Doc:

– 12.1 806593.1

– 12.2 1581299.1

Available to Customers on oracle.com and My Oracle Support (MOS)

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#2 Understand The Technical Architecture Changes

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10gR2 | 11g

Oracle E-Business Suite 11i Architecture

Client

JD

BC

/SQ

L N

et

HT

TP

/S

Application Database

RAC & ASM

Global Single

Data Model

Forms

BI Publisher

BC4J

Web

Lis

ten

er JSP

UIX

JServ

iAS 1.0.2.2.2

#2

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10gR2 | 11g

Oracle E-Business Suite 12.0/12.1 Architecture

Client

JD

BC

/SQ

L N

et

HT

TP

/S

Application Database

RAC & ASM

Global Single

Data Model

Forms

BI Publisher

BC4J

Web

Lis

ten

er

10g

JSP

UIX

OC4J

#2

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Oracle E-Business Suite 12.2 Architecture

Client

JD

BC

/SQ

L N

et

HT

TP

/S

Application Database

R2

Edition-Based

Redefinition

WebLogic JSP

Forms

BI Publisher

BC4J

Web

Lis

ten

er

UIX 11g

WebLogic Server

RAC & ASM

Global Single

Data Model

#2

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Oracle E-Business Suite Architecture

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP

Oracle HTTP Server (OHS)

WebLogic Server (WLS) Fusion

Middleware 11g

Applications Tier – 12.2

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP

AS 10.1.3.1

Applications Tier – 12.1

#2

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Applications Tier

Forms & Reports Services

– OracleAS 10.1.2.1 ORACLE_HOME

– Coming from 11i: Replaces the 8.0.6-based Oracle_Home provided by iAS 1.0.2.2

HTML-based Apps

– FMW 11g ORACLE_HOME

– Coming from 11i: Replaces the 8.1.7-based Oracle_Home provided by iAS 1.0.2.2

– Coming from 12: Replaces the OracleAS 10.1.3-based ORACLE_HOME (OC4J)

used in Oracle E-Business Suite 12.0 and 12.1

Oracle JDeveloper 10.1.2

Oracle E-Business Suite Architecture in 12.2

#2

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#2 Understand the Technical Architecture Changes

Oracle E-Business Suite 12.2 Technical Planning Guide,

First Edition: 1585857.1

EBS 12.2 Product Information Center , 1581299.1

12.2 Documentation Library

Resources

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#3 Learn about WebLogic Server

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#3 Learn about WebLogic Server Oracle E-Business Suite 12.1 Configuration

Context Files

Oracle Application Manager

Autoconfig

Configuration Changes Oracle Application Manager &

Autoconfig

Database Home SID name, Listener, dbPorts, etc

Oracle Application Server Virtual Hosts, performance directives, log configuration, ports,

mod_perl, mod_wl_ohs, oacore, oafm, forms services, etc.

E-Business Suite Concurrent Processing, Profile Options, Developer 10g, Product

Specific Settings

SID name, Listener, dbPorts, etc

Virtual Hosts, performance directives, log configuration, ports,

mod_perl, mod_wl_ohs, oacore, oafm, forms services, etc.

Concurrent Processing, Profile Options, Developer 10g, Product

Specific Settings

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#3 Learn about WebLogic Server Oracle E-Business Suite 12.2 Configuration

Configuration

Changes

Fusion

Middleware Control

WLS Administration

Console

Oracle Application

Manager

& Autoconfig

Database Home SID name, Listener,

dbPorts, etc

Oracle HTTP Server

Performance directives, log

configuration, ports, mod_perl,

mod_wl_ohs, etc.

WebLogic Server oacore, oafm, forms and

forms-c4ws services

E-Business Suite

Concurrent Processing,

Profile Options,

Developer 10g, Product

Specific Settings

SID name, Listener,

dbPorts, etc

Performance directives, log

configuration, ports, mod_perl,

mod_wl_ohs, etc.

oacore, oafm, forms and

forms-c4ws services

Concurrent Processing,

Profile Options,

Developer 10g, Product

Specific Settings

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#3 Learn about WebLogic Server 12.2 Configuration: Fusion Middleware Control

Administer Oracle HTTP

Server

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#3 Learn about WebLogic Server 12.2 Configuration: Fusion Middleware Control -> Access to OAManager

Access to Oracle Application Manager

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#3 Learn about WebLogic Server 12.2 Configuration: Fusion Middleware Control

Access to WLS Admin Console

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#3 Learn about WebLogic Server 12.2 Configuration: Fusion Middleware Control -> WLS Admin Console

Administer WLS

Domain

System Monitoring

Configure Deployments

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#3 Learn about WebLogic Server 11gR2 You Are Already Familiar with WebLogic Server IF Using These

Technology Release 11i Release 12

Oracle Access Manager 10.1.4.3, 11.1.2 11.1.1.5, 11.1.2

Oracle Internet Directory 11.1.1.6 11.1.1.6

WebCenter 11.1.1.6

Portal 11.1.1.6 11.1.1.6

Discoverer 11.1.1.6 11.1.1.6

Business Intelligence (EE+) 11.1.1.5 11.1.1.6

Business Intelligence Applications 7.9.6.3 7.9.6.3

Oracle SOA Suite 11.1.1.6 11.1.1.6

Enterprise Manager 11gR1 (11.1.0.1.0),

12cR2(12.1.0.2.0)

11gR1 (11.1.0.1.0),

12cR2 (12.1.0.2.0)

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#4 Consider Upgrading your Technology Infrastructure

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#4 Consider Upgrading your Tech. Architecture

Switch from Oracle SSO to Oracle Access Manager 11gR2

– Premier Support for Oracle SSO ended in December 2011

– 12.2 is certified only with Oracle Access Manager 11g

– OAM 11gR2 (11.1.2) is certified for 11i and 12.0/12.1.3

Switch from Oracle Portal to Oracle WebCenter Portal

– 12.2 is certified only with Oracle WebCenter Portal

– Oracle WebCenter Portal 11gR2 (11.1.1.6) is certified for 12.0/12.1.3

External Services

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#4 Consider Upgrading to Latest Technologies

Upgrade to Oracle RDBMS 11gR2 (11.2.0.3)

– 12.2 has a prerequisite of Oracle Database 11gR2 11.2.0.3

– Database 11gR2 11.2.0.3 is certified for 11i and 12.0/12.1.3

EBS 11i, 12.0 & 12.1 References

– Interoperability Notes EBS 11i with Database 11gR2 (11.2.0). Doc 881505.1

– Interoperability Notes EBS 12.0 and 12.1 with Database 11gR2. Doc 1058763.1

– Database Preparation Guidelines for EBS Release 12.1.1 Upgrade. Doc 761570.1

Database tier

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12.2 Online Patching

Readiness

5. Understand the 12.2 Patching Cycle

6. Understand Edition Based Redefinition

7. Understand the Enablement Process for

Online Patching (OP)

8. Review Online Patching Standards

9. Plan for 12.2 Dual File System

10. Consider New Operational

Characteristics

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#5 Understand the 12.2 Patching Cycle

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#5 Understand the 12.2 Patching Cycle

Online Patching cycle includes 5 phases

Online Patching is used to apply all patches in 12.2

New patching tool “adop” orchestrates the patching cycle

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Online Patching Online Patching Cycle - Overview

Online Patching cycle includes 5 phases

Application is only offline during the “Cutover” phase

Online Patching is used to apply all patches in 12.2

• Remove obsolete objects

• Restart application on Patch Edition

• Compile invalid objects

• Wait for a good downtime window

• Apply one or more patches to the Patch Edition

• Copy the production app code

• Create a new Patch Edition in the DB

Cutover Finalize Apply Prepare Cleanup

Users Online

Users Offline

Users Online

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#6 Understand Edition Based Redefinition

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#6 Understand Edition Based Redefinition

Edition Based Redefinition

– New features of the 11gR2 database

– Enables multiple copies of the same code object to co-exist

Editioned Objects (Code Objects)

– Database automatically manages versioning

– e.g pl/sql, views, synonyms etc.

Non-Editioned Objects (Storage Objects)

– Application layer makes these objects effectively editioned

– e.g tables, indexes, materialized views etc.

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#7 Understanding the Enablement Process

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#7 Understanding the Enablement Process

Performed as part of the R12.2 upgrade process

Schemas in the database are converted to be editions enabled

– Turns on object versioning in the database

– Once a schema is editions enabled it cannot be reverted

Introduces a new view of the EBS data model

– A logical rather than physical representation of the data model is

presented

– Changes the way many objects are defined and patched

New standards must be followed

Customers should fully review the new standards

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Logical view of the data model

• All code must access the data model via the APPS synonym

• APPS synonym points to the Editioning View (Logical Model)

• Any code accessing the physical model risks accessing obsolete columns

Apps APPLSYS • E-Business Code

• Custom Code

• 3rd Party Code

WF_ITEMS

(Synonym) WF_ITEMS#

(Editioning view)

WF_ITEMS

(Table)

#7 Understanding the Enablement Process

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#7 Database Editioning Views

Patch & Run Edition see a

different projection of the table

– Code in the Run edition will treat

description as 30 characters

– Code in the Patch edition will use the

new expanded 80 characters

Data Model Upgrades Run Edition View

Patch Edition View

Name Type

ID NUMBER

NAME VARCHAR2(30)

DESCRIPTION VARCHAR2(30)

DESCRIPTION#1 VARCHAR2(80)

Desc FND_TABLE

Name Type

ID NUMBER

NAME VARCHAR2(30)

DESCRIPTION VARCHAR2(30)

Desc FND_TABLE (Editioning View)

Name Type

ID NUMBER

NAME VARCHAR2(30)

DESCRIPTION VARCHAR2(80)

Desc FND_TABLE (Editioning View)

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#7 Transparent Data Model Changes Cross Edition Triggers

ID NAME DESCRIPTION DESCRIPTION#2

FND_TABLE

1 Table A thing with 4 legs

2 Window Something to see thru

3 Door Keeps the cold out

A THING WITH 4 LEGS

SOMETHING TO SEE THRU

KEEPS THE COLD OUT

ID NAME DESCRIPTION

1 Table A thing with 4 legs

2 Window Something to see thru

3 Door Keeps the cold out

ID NAME DESCRIPTION

1 Table A THING WITH 4 LEGS

2 Window SOMETHING TO SEE THRU

3 Door KEEPS THE COLD OUT

Run Edition view of the data

Patch Edition view of the data

Cross Edition Trigger

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#8 Review Online Patching Standards

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Helps prepare customization and extensions for Online Patching

– Custom schemas that require registration for Online Patching enablement

– Custom objects that require manual intervention in order to avoid

invalidation post enablement

All Customers should

– Execute the Readiness Reports before enabling Online Patching

– Understand and fix any exceptions reported before enabling Online

Patching

Standalone patches available for Readiness Reports

– 11i, 12.0 & 12.1

a) Readiness Reports

#8 Review Online Patching Standards

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Non-Editioned Objects can’t reference Editioned Objects

12.2 upgrade removes all such dependencies

• PLSQL

Spec

Body

Function

Procedure

• Tables

• Indexes

• Materialized Views

• Sequences

Editioned Objects Non-Editioned Objects • Views

• Editioning Views

•Triggers

• Types

• Synonyms

#8 Review Online Patching Standards Relationship between Editioned and Non Editioned Objects

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#8 Review Online Patching Standards

Summary Readiness Report (ADZDPSUM.sql)

– Reports schemas that will be automatically editioned

All schemas owned by EBS are automatically registered for editioning

– Reports custom schemas with objects that will become invalid if schema is

not registered for editioining

Recommended to register all schemas listed

Manual Readiness Report ( ADZDPMAN.sql)

– Reports custom objects that must be manually fixed before Online

Patching is enabled

– Any exception not fixed will cause object invalidation post enablement

a) Readiness Reports

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#8 Review Online Patching Standards a) Readiness Reports

1. Execute Summary

Readiness Report (ADZDPSUM.sql)

2.Register Custom

Schemas for

Enablement

Unregistered

Custom

Schemas?

Yes

3.Execute Manual Fix

Readiness Report (ADZDPMAN.sql)

Exceptions

Reported? 4.Fix Exceptions

No

No

Yes

Ready for

enablement

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#8 Review Online Patching Standards

Database Objects and code must follow a new set of standards

– Standards must be followed to successfully patch objects Online

Review your customizations for violations of Online Patching standards

– Database check report ( ADZDDBCC.sql)

Scans the data dictionary for objects and code that violate the Online Patching

standards

(i.e. Table with LONG columns cannot be patched online)

– File System check report (gscc.pl)

Scans the file system for source files that violate the Online Patching standards

(i.e. DML statements must access tables via APPS synonyms)

b) Development Standards

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#8 Review Online Patching Standards b) Development Standards

1. Execute Database

Standards Checker ( ADZDDBCC.sql)

Exceptions

Reported

3. Execute File System

Standards Checker (gscc.pl)

2. Fix Exceptions Yes

No

4. Fix Exceptions Exceptions

Reported

Yes

Code

Standards

Compliant

No

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#8 Review Online Patching Standards

The standalone Readiness Reports are documented in the MOS

Note:1531121.1

Development Standards are documented in Chapter 7 of the

Oracle E-Business Suite Developer's Guide Release 12.2.

– This book is currently available as part of the R12.2 Documentation

Library. The library can be downloaded from the Software Delivery Cloud,

Under E-Business Suite 12.2 Media Pack

References for Readiness Reports and Development Standards

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#9 Plan for 12.2 Dual File System

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#9 Plan for 12.2 Dual File System

Two complete file systems are always present

– Run Edition - Used by the running Application

– Patch Edition – Either:

Currently being patched

or

Waiting for the next patching cycle

– The two files systems are rotated between Run

and Patch during every patch cycle

Cutover

Prepare

Prepare

Cutover

1

2

1

2

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#9 Plan for 12.2 Dual File System

WebLogic Server

Oracle HTTP Server

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP

File System 2

WebLogic Server

Oracle HTTP Server

Developer 10.1.2

COMMON_TOP

APPL_TOP

INST_TOP

File System 1

Synchronization managed

by patching tools

Edition-Based

Redefinition

File System Non Editioned

APPL_TOP_NE

PATCH_TOP

LOGS

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#9 Plan for 12.2 Dual File System

File System 1 (FS1)

– Stores a complete copy of all Applications and Middle Tier code

File System 2 (FS2)

– Stores a complete copy of all Applications and Middle Tier code

File System Non-Editioned (FS_ NE)

– Stores data that is written or read from the file system

– Report Outputs

– Log Files etc.

FS1 and FS2 switch roles at cutover

– Patch file system becomes the Run file system

– Run file system becomes the Patch file system

Dual File System + Non-Editioned File System

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Online Patching – Resource Considerations

Database

– SYSTEM tablespace requires double its current space allocation

25GB increase to 50GB

– SEED tablespace requires double its current space allocation

5GB increases to 10GB

File System

– 2 file systems require double the space of 1 file system

Dual File System + Non-Editioned File System

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#10 Consider New Operational Characteristics

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#10 Consider New Operational Characteristics

Downtime windows are now measured in minutes

– What operations other than applying patches do you perform?

– Can these operations be performed while the E-Business Suite is online?

– Example: Taking backups (pre-patching, during-patching or post-patching)

Testing

– Patch Edition is not a testing environment

– Patches still need to be tested on a test system

– Consider new test scenarios

Users can be online during patch application

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#10 Consider New Operational Characteristics

Train the development team

– Review the new coding standards, for example:

Cross Edition Triggers replace data upgrade scripts

Table names must be unique at 29th character

– Review the new deployment standards, for example:

Custom files must be applied to the Patch file system

Custom files must be registered with the custom driver

Handling Customizations

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Key Takeaways

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Summary: Preparing for the 12.2 Upgrade

1. Review the Functional Changes

2. Understand the Technical

Architecture Changes

3. Learn about WebLogic Server

4. Consider Upgrading your Technical

Architecture

1. Understand the 12.2 Patching Cycle

2. Understand Edition Based Redefinition

(EBR, 11gR2 DB)

3. Understanding the Enablement Process

for Online Patching (OP)

4. Review Online Patching Standards

5. Plan for 12.2 Dual File System

6. Consider New Operational

Characteristics

12.2 Overall EBS Readiness 12.2 Online Patching Readiness

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2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023

E-Business Suite Support Timelines Reinforce Customer Choice to Use 12.1 or 12.2

11.5.10 GA Nov 2004

Premier Sustaining

Premier Sustaining

Nov 2013

Jan 2012 Jan 2015

Nov 2010

Extended

Dec 2015

12.0 GA Jan 2007

12.1 GA May 2009

12.2 GA Sep 2013

Sustaining

Dec 2016 Dec 2019 May 2009

Extended

Premier Sustaining

Sep 2018 Sep 2021 Sep 2013

Extended

3

Support updates as of Sep 2013

1. 11.5.10 Sustaining Support Exception through Dec 2015 (from Dec 2014; additional 12 months)

2. 12.1 Premier Support through Dec 2016 (from May 2014; additional 31 months)

3. 12.1 Extended Support through Dec 2019 (from Dec 2018; additional 12 months)

1

2

3

Premier 2

Extended 1

Exception

For more info, see Oracle Lifetime Support Policy: Oracle Applications

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Which Release Should You Target?

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 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

– Need to move from a release below 11.5.10 with no direct upgrade to 12.2

Will Depend on Your Circumstances

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Key Takeaways

Don’t wait, keep moving forward with your upgrade

Direct upgrade path from EBS 11.5.10.2, 12.0.4 and 12.0.6 to 12.2

11gR2 (11.2.0.3) is Pre-requisite for 12.2

Get familiar with Web Logic Server

Understand the 12.2 Patching Cycle

Review Online Patching Standards

Plan for 12.2 Dual File System

Consider New Operational Characteristics

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Q&A

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