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Ten Things You Can Do Today to Prepare for Oracle E-Business Suite 12.2 Nadia Bendjedou Senior Director, Product Strategy, Oracle
Kevin Hudson Senior Director, Applications Technology, Oracle
Program Agenda Overview 12.2 Overall E-Business Suite Readiness
12.2 Online Patching Readiness Key Takeaways
3
Copyright © 2012, Oracle and/or its s. All rights reserved.
Safe Harbor Statement 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 decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
4
Copyright © 2012, Oracle and/or its s. All rights reserved.
ed Upgrade Paths
12.0 & 12 12.2
11.5.10 CU2 [1]
[1]: Patch Requirements for Extended of Oracle E-Business Suite Release 11.5.10 [ID 883202.1]
5
Copyright © 2013, Oracle and/or its s. All rights reserved.
Oracle E-Business Suite Preparing for the 12.2 Upgrade 12.2 Overall E-Business Suite Readiness 1.
Review the Functional Changes
2.
Understand the Technical Architecture Changes
3.
Consider Upgrading your Technical Architecture
4.
Learn about WebLogic Server
12.2 Online Patching Readiness
6
5.
Understand the 12.2 Patching Cycle
6.
Understand Edition Based Redefinition
7.
Understanding the Enablement Process
8.
Review Online Patching Standards
9.
Plan for 12.2 Dual File System
10.
Consider New Operational Characteristics
Copyright © 2013, Oracle and/or its s. All rights reserved.
#1 Review The Functional Changes
7
Copyright © 2013, Oracle and/or its s. All rights reserved.
#1 Review The Functional Changes Functional Changes – Upgrading to Oracle E-Business Suite 12.2
11i
Understand the Release12 new ing model
Understand the upgrade impact on 11i setups and data • R12 Upgrade Considerations by Product (Doc 889733.1) • ing 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
12.0 & 12.1
Review the functionalities and modules that have been replaced, such as: • 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. your Manager for more information.
8
Copyright © 2013, Oracle and/or its s. All rights reserved.
E-Business Suite 12.2 Functional Highlights Customer-Driven Features 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 Personalization – MES: Electronic Kanban (E-Kanban) – MES: Express Transact for Serialized Mfg – SCM: Contingent Worker ALM & Service – Project ing for Service Operations – Service: Simplified HTML Flows – EAM: Safety Management: Lockout – Tagout
9
Copyright © 2013, Oracle and/or its s. All rights reserved.
Oracle Resources to Help with Upgrade Available to Customers on oracle.com and My Oracle (MOS) Why Upgrade EBS Upgrade page Value, Cost, Service www.oracle.com/goto/upgrade-ebs-12-1
EBS YouTube Channel EBS Strategy by Cliff Godwin, EBS Endeca demos, more www.youtube.com/oracleebsdemos
Customer Successes EBS Customer Success Search www.oracle.com/search/customers/browse/_/N-1z13xx4 EBS Customer Success Booklet www.oracle.com/goto/EBSCustomers
Planning and Executing Upgrade • Upgrade Best Practices White Paper Plan roap & scope, Upgrade vs. reimplement, Financials setup, Customizations, Related system changes, Minimize downtime, Testing, Training, more MOS Doc 1406960.1
EBS 12.1 Info Center, 12.2 Info Center Release Content Documents (RCDs), Release Value Propositions (RVPs), Online Training, Online Documentation, TRM, Proactive Tools, more MOS Doc:12.1 806593.1 , 12.2 1581299.1
Proactive Tools (aka 432.1) Prevent: Patch Wizard, Workflow Analyzer, Newsletters, Advisor webcasts Resolve: Period Close Advisor, EBS Patch Community, Product Info Center Upgrade: Upgrade Advisor (Doc 269.1), Maintenance Wizard, Patch Wizard, Comparison Reports
MOS Doc 432.1
10
Copyright © 2013, Oracle and/or its s. All rights reserved.
Oracle Services to Help with Upgrade Expert Resources Readily Available Resources
Advanced Services Consulting Services Managed Private Cloud Services 11
• • • • • •
Upgrade Best Practices White Paper (MOS Doc 1406960.1) EBS Info Centers: RCDs, RVPs, Training, Doc, more. (MOS Doc: 12.1 806593.1, 12.2 1581299.1) Proactive Tools (MOS Doc 432.1): Upgrade Advisor (MOS Doc 269.1) Communities: Upgrade, Customizations, Patching, more Advisor Webcasts (MOS Doc 1455369.1) Available to all customers with active contract
• Oracle Advanced Customer Services (ACS): Tailored advanced services for your needs, including technical expert onsite for few weeks for upgrade assessment at low cost • Oracle Consulting (OCS): Upgrade assessments; upgrades & implementation projects Complementary CEMLI Analysis (North America)
• Broad expert partner ecosystem • Oracle Managed Cloud Services: Your Oracle Applications managed any way you want; choice of hosting @ Oracle, @customer, @ partner, or hybrid options • Oracle EBS Upgrade Factory: Upgrade AND move from on-premises to managed cloud • Many partner offerings
Copyright © 2013, Oracle and/or its s. All rights reserved.
Oracle Products to Help with Upgrade Automate Tasks, Reduce Effort
Training
Testing
Advanced Controls
12
• Oracle Productivity Kit (UPK) • Oracle UPK Pre-Built Content for E-Business Suite and many more Oracle products
• Oracle Application Testing Suite (OATS) • Oracle Functional Testing Suite for Oracle Applications: includes EBS Pre-Built Test Content • Oracle Load Testing Suite for Oracle Applications: load and performance testing • Oracle Test Manager: test requirements, test cases, defect tracking, and reporting
• Oracle Governance, Risk & Compliance (GRC) • Configuration Controls Governor: Improve configuration change management process • Application Access Controls Governor: Streamline efforts to design security rules • Preventive Controls Governor: Reduce customizations with preventive controls rules
Copyright © 2013, Oracle and/or its s. All rights reserved.
#2 Understand The Technical Architecture Changes
13
Copyright © 2013, Oracle and/or its s. All rights reserved.
Oracle E-Business Suite 11i Architecture Client
Application
Database
iAS 1.0.2.2.2
10gR2 | 11g
JSP
BC4J UIX BI Publisher
Forms
14
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JDBC/SQL Net
HTTP/S
Web Listener
JServ Global Single Data Model
RAC & ASM
#2
Oracle E-Business Suite 12.0/12.1 Architecture #2 Client
Application
Database
10g 10gR2 | 11g JSP
BC4J UIX BI Publisher
Forms
15
Copyright © 2013, Oracle and/or its s. All rights reserved.
JDBC/SQL Net
HTTP/S
Web Listener
OC4J Global Single Data Model
RAC & ASM
Oracle E-Business Suite 12.2 Architecture Client
Application
Database
R2
WebLogic JSP
BC4J UIX 11g BI Publisher
Forms
16
Copyright © 2013, Oracle and/or its s. All rights reserved.
JDBC/SQL Net
HTTP/S
Web Listener
WebLogic Server Global Single Data Model
RAC & ASM Edition-Based Redefinition
#2
Oracle E-Business Suite Architecture Applications Tier – 12.1
#2
Applications Tier – 12.2 Oracle HTTP Server (OHS)
AS 10.1.3.1
17
WebLogic Server (WLS)
Developer 10.1.2
Developer 10.1.2
APPL_TOP
APPL_TOP
COMMON_TOP
COMMON_TOP
INST_TOP
INST_TOP
Copyright © 2013, Oracle and/or its s. All rights reserved.
Fusion Middleware 11g
Applications Tier
#2
Oracle E-Business Suite Architecture in 12.2
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
18
–
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
Copyright © 2013, Oracle and/or its s. All rights reserved.
#2 Understand the Technical Architecture Changes Resources 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
19
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#3 Consider Upgrading your Technology Infrastructure
20
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#3 Consider Upgrading to Latest Technologies Database tier 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
21
Copyright © 2013, Oracle and/or its s. All rights reserved.
#3 Consider Upgrading your Tech. Architecture External Services Switch from Oracle SSO to Oracle Access Manager 11gR2 – Premier 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
22
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Upgrading 11.5.10 to 12.2 11.5.10
12.2
Oracle SingleSign on
Oracle SingleSign on Infrastructure
EBS 11.5.10 Application Tier 32-bit OS 10gR2 | 11g
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EBS 12.2 Application Tier 32-bit OS
Upgrading 12.0 & 12.1 to 12.2 12.0 & 12.1
12.2
Oracle SingleSign on
Oracle SingleSign on Infrastructure
EBS 12.2 Application Tier 32-bit OS 10gR2 | 11g
24
Copyright © 2013, Oracle and/or its s. All rights reserved.
EBS 12.2 Application Tier 32-bit OS
#4 Learn about WebLogic Server
25
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#4 Learn about WebLogic Server Oracle E-Business Suite 12.1 Configuration Oracle Application Manager
Autoconfig Context Files
Configuration Changes Database Home Oracle Application Server E-Business Suite
26
Copyright © 2013, Oracle and/or its s. All rights reserved.
Oracle Application Manager & Autoconfig
Virtual Hosts, performance directives, configuration, ports, Virtual Hosts, performance directives, loglog configuration, ports, oafm, mod_perl, mod_wl_ohs, oacore, forms services, etc. Concurrent Processing, Profile Options, Developer 10g, Product Concurrent Processing, Profile Options, Developer 10g, Product Specific Settings SID name, Listener, dbPorts, SID name, Listener, dbPorts, etcetc
#4 Learn about WebLogic Server Oracle E-Business Suite 12.2 Configuration Configuration Changes
Fusion Middleware Control
WLS istration Console
SID name, Listener, dbPorts, etc
Database Home
Oracle HTTP Server
Performance directives, log configuration, ports, mod_perl, mod_wl_ohs, etc.
WebLogic Server
E-Business Suite
27
Oracle Application Manager & Autoconfig
Copyright © 2013, Oracle and/or its s. All rights reserved.
oacore, oafm, forms and forms-c4ws services
Concurrent Processing, Profile Options, Developer 10g, Product Specific Settings
#4 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
28
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)
Copyright © 2013, Oracle and/or its s. All rights reserved.
#4 Learn about WebLogic Server 12.2 Configuration: Fusion Middleware Control
ister Oracle HTTP Server 29
Copyright © 2013, Oracle and/or its s. All rights reserved.
Oracle E-Business Suite Preparing for the 12.2 Upgrade 12.2 Overall E-Business Suite Readiness 1.
Review the Functional Changes
2.
Understand the Technical Architecture Changes
3.
Consider Upgrading your Technical Architecture
4.
Learn about WebLogic Server
12.2 Online Patching Readiness
30
5.
Understand the 12.2 Patching Cycle
6.
Understand Edition Based Redefinition
7.
Understanding the Enablement Process
8.
Review Online Patching Standards
9.
Plan for 12.2 Dual File System
10.
Consider New Operational Characteristics
Copyright © 2013, Oracle and/or its s. All rights reserved.
#5 Understand the 12.2 Patching Cycle
31
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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
32
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Online Patching Online Patching Cycle - Overview Apply
Prepare • Copy the production app code
• Apply one or more patches to the Patch Edition
• Create a new Patch Edition in the DB
s Online
Finalize • Compile invalid objects • Wait for a good downtime window
Cutover • Restart application on Patch Edition
s Offline
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
33
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Cleanup • Remove obsolete objects
s Online
#6 Understand Edition Based Redefinition
34
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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.
35
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#7 Understanding the Enablement Process
36
Copyright © 2013, Oracle and/or its s. All rights reserved.
#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 37
Copyright © 2013, Oracle and/or its s. All rights reserved.
#7 Understanding the Enablement Process Logical view of the data model • E-Business Code
Apps
APPLSYS
• Custom Code
• 3rd Party Code
WF_ITEMS (Synonym)
WF_ITEMS# (Editioning view)
WF_ITEMS (Table)
• 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
38
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#8 Review Online Patching Standards
39
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#8 Review Online Patching Standards a) Readiness Reports 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 40
Copyright © 2013, Oracle and/or its s. All rights reserved.
#8 Review Online Patching Standards Relationship between Editioned and Non Editioned Objects Non-Editioned Objects can’t reference Editioned Objects 12.2 upgrade removes all such dependencies
Non-Editioned Objects • Tables • Indexes • Materialized Views • Sequences
41
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Editioned Objects • PLSQL
• Views
Spec
• Editioning Views
Body
•Triggers
Function
• Types
Procedure
• Synonyms
#8 Review Online Patching Standards a) Readiness Reports Summary Readiness Report (ADZDPSUM.sql) – Reports schemas that will be automatically editioned All schemas owned by EBS are automatically ed for editioning – Reports custom schemas with objects that will become invalid if schema is
not ed for editioining Recommended to 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
42
Copyright © 2013, Oracle and/or its s. All rights reserved.
#8 Review Online Patching Standards a) Readiness Reports
1. Execute Summary Readiness Report (ADZDPSUM.sql)
Uned Custom Schemas?
Yes
2. Custom Schemas for Enablement
No 3.Execute Manual Fix Readiness Report (ADZDPMAN.sql)
Exceptions Reported?
No Ready for enablement
43
Copyright © 2013, Oracle and/or its s. All rights reserved.
Yes
4.Fix Exceptions
#8 Review Online Patching Standards b) Development 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)
44
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#8 Review Online Patching Standards b) Development Standards
1. Execute Database Standards Checker ( ADZDDBCC.sql)
Exceptions Reported
Yes
2. Fix Exceptions
No 3. Execute File System Standards Checker (gscc.pl)
Exceptions Reported
Yes
No
45
Copyright © 2013, Oracle and/or its s. All rights reserved.
4. Fix Exceptions
Code Standards Compliant
#8 Review Online Patching Standards References for Readiness Reports and Development 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 ed from the Software Delivery Cloud, Under E-Business Suite 12.2 Media Pack
46
Copyright © 2013, Oracle and/or its s. All rights reserved.
#9 Plan for 12.2 Dual File System
47
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#9 Plan for 12.2 Dual File System File System 1
File System 2
Oracle HTTP Server
Oracle HTTP Server
WebLogic Server
WebLogic Server
Developer 10.1.2 APPL_TOP COMMON_TOP INST_TOP
Edition-Based Redefinition Synchronization managed by patching tools
File System Non Editioned APPL_TOP_NE PATCH_TOP LOGS 48
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Developer 10.1.2 APPL_TOP COMMON_TOP INST_TOP
#9 Plan for 12.2 Dual File System Dual File System + Non-Editioned 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 49
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#10 Consider New Operational Characteristics
50
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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)
51
Copyright © 2013, Oracle and/or its s. All rights reserved.
#10 Consider New Operational Characteristics Handling Customizations Train the development team – Review the new coding standards, for example: Cross Edition Triggers replace data upgrade scripts Table names must be less than 29 characters – Review the new deployment standards, for example: Custom files must be applied to the Patch file system Custom files must be ed with the custom driver
52
Copyright © 2013, Oracle and/or its s. All rights reserved.
Key Takeaways
53
Copyright © 2013, Oracle and/or its s. All rights reserved.
E-Business Suite Timelines Reinforce Customer Choice to Use 12.1 or 12.2 2008
2009 2010
2011 2012
GA Nov 2004
Premier
2014 2015
Nov 2013
Nov 2010
11.5.10
2013
Extended
12.0 GA Jan 2007
Premier
Sustaining
1
Extended
Sustaining Dec 2019
Dec 2016
Premier
GA May 2009
2
Extended
Premier
GA Sep 2013
3
Sep 2018
Sep 2013
12.2
2022 2023
Jan 2015
May 2009
12.1
2020 2021
Dec 2015
Exception
Jan 2012
2016 2017 2018 2019
Sustaining Sep 2021
Extended
Sustaining
updates as of Sep 2013 1. 1 11.5.10 Sustaining Exception through Dec 2015 (from Dec 2014; additional 12 months) 2. 2 12.1 Premier through Dec 2016 (from May 2014; additional 31 months) 3. 12.1 Extended through Dec 2019 (from Dec 2018; additional 12 months) 3
54
Copyright © 2013, Oracle and/or its s. All rights reserved.
For more info, see Oracle Lifetime Policy: Oracle Applications
Which Release Should You Target? Will Depend on Your Circumstances 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 12.2
55
Copyright © 2013, Oracle and/or its s. All rights reserved.
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
56
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57
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58
Copyright © 2013, Oracle and/or its s. All rights reserved.
Copyright © 2012, Oracle and/or its s. All rights reserved.
Ten Things You Can Do Today to Prepare for Oracle E-Business Suite 12.2 Nadia Bendjedou Senior Director, Product Strategy, Oracle
Kevin Hudson Senior Director, Applications Technology, Oracle
Program Agenda Overview 12.2 Overall E-Business Suite Readiness
12.2 Online Patching Readiness Key Takeaways
3
Copyright © 2012, Oracle and/or its s. All rights reserved.
Safe Harbor Statement 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 decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
4
Copyright © 2012, Oracle and/or its s. All rights reserved.
ed Upgrade Paths
12.0 & 12 12.2
11.5.10 CU2 [1]
[1]: Patch Requirements for Extended of Oracle E-Business Suite Release 11.5.10 [ID 883202.1]
5
Copyright © 2013, Oracle and/or its s. All rights reserved.
Oracle E-Business Suite Preparing for the 12.2 Upgrade 12.2 Overall E-Business Suite Readiness 1.
Review the Functional Changes
2.
Understand the Technical Architecture Changes
3.
Consider Upgrading your Technical Architecture
4.
Learn about WebLogic Server
12.2 Online Patching Readiness
6
5.
Understand the 12.2 Patching Cycle
6.
Understand Edition Based Redefinition
7.
Understanding the Enablement Process
8.
Review Online Patching Standards
9.
Plan for 12.2 Dual File System
10.
Consider New Operational Characteristics
Copyright © 2013, Oracle and/or its s. All rights reserved.
#1 Review The Functional Changes
7
Copyright © 2013, Oracle and/or its s. All rights reserved.
#1 Review The Functional Changes Functional Changes – Upgrading to Oracle E-Business Suite 12.2
11i
Understand the Release12 new ing model
Understand the upgrade impact on 11i setups and data • R12 Upgrade Considerations by Product (Doc 889733.1) • ing 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
12.0 & 12.1
Review the functionalities and modules that have been replaced, such as: • 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. your Manager for more information.
8
Copyright © 2013, Oracle and/or its s. All rights reserved.
E-Business Suite 12.2 Functional Highlights Customer-Driven Features 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 Personalization – MES: Electronic Kanban (E-Kanban) – MES: Express Transact for Serialized Mfg – SCM: Contingent Worker ALM & Service – Project ing for Service Operations – Service: Simplified HTML Flows – EAM: Safety Management: Lockout – Tagout
9
Copyright © 2013, Oracle and/or its s. All rights reserved.
Oracle Resources to Help with Upgrade Available to Customers on oracle.com and My Oracle (MOS) Why Upgrade EBS Upgrade page Value, Cost, Service www.oracle.com/goto/upgrade-ebs-12-1
EBS YouTube Channel EBS Strategy by Cliff Godwin, EBS Endeca demos, more www.youtube.com/oracleebsdemos
Customer Successes EBS Customer Success Search www.oracle.com/search/customers/browse/_/N-1z13xx4 EBS Customer Success Booklet www.oracle.com/goto/EBSCustomers
Planning and Executing Upgrade • Upgrade Best Practices White Paper Plan roap & scope, Upgrade vs. reimplement, Financials setup, Customizations, Related system changes, Minimize downtime, Testing, Training, more MOS Doc 1406960.1
EBS 12.1 Info Center, 12.2 Info Center Release Content Documents (RCDs), Release Value Propositions (RVPs), Online Training, Online Documentation, TRM, Proactive Tools, more MOS Doc:12.1 806593.1 , 12.2 1581299.1
Proactive Tools (aka 432.1) Prevent: Patch Wizard, Workflow Analyzer, Newsletters, Advisor webcasts Resolve: Period Close Advisor, EBS Patch Community, Product Info Center Upgrade: Upgrade Advisor (Doc 269.1), Maintenance Wizard, Patch Wizard, Comparison Reports
MOS Doc 432.1
10
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Oracle Services to Help with Upgrade Expert Resources Readily Available Resources
Advanced Services Consulting Services Managed Private Cloud Services 11
• • • • • •
Upgrade Best Practices White Paper (MOS Doc 1406960.1) EBS Info Centers: RCDs, RVPs, Training, Doc, more. (MOS Doc: 12.1 806593.1, 12.2 1581299.1) Proactive Tools (MOS Doc 432.1): Upgrade Advisor (MOS Doc 269.1) Communities: Upgrade, Customizations, Patching, more Advisor Webcasts (MOS Doc 1455369.1) Available to all customers with active contract
• Oracle Advanced Customer Services (ACS): Tailored advanced services for your needs, including technical expert onsite for few weeks for upgrade assessment at low cost • Oracle Consulting (OCS): Upgrade assessments; upgrades & implementation projects Complementary CEMLI Analysis (North America)
• Broad expert partner ecosystem • Oracle Managed Cloud Services: Your Oracle Applications managed any way you want; choice of hosting @ Oracle, @customer, @ partner, or hybrid options • Oracle EBS Upgrade Factory: Upgrade AND move from on-premises to managed cloud • Many partner offerings
Copyright © 2013, Oracle and/or its s. All rights reserved.
Oracle Products to Help with Upgrade Automate Tasks, Reduce Effort
Training
Testing
Advanced Controls
12
• Oracle Productivity Kit (UPK) • Oracle UPK Pre-Built Content for E-Business Suite and many more Oracle products
• Oracle Application Testing Suite (OATS) • Oracle Functional Testing Suite for Oracle Applications: includes EBS Pre-Built Test Content • Oracle Load Testing Suite for Oracle Applications: load and performance testing • Oracle Test Manager: test requirements, test cases, defect tracking, and reporting
• Oracle Governance, Risk & Compliance (GRC) • Configuration Controls Governor: Improve configuration change management process • Application Access Controls Governor: Streamline efforts to design security rules • Preventive Controls Governor: Reduce customizations with preventive controls rules
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#2 Understand The Technical Architecture Changes
13
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Oracle E-Business Suite 11i Architecture Client
Application
Database
iAS 1.0.2.2.2
10gR2 | 11g
JSP
BC4J UIX BI Publisher
Forms
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JDBC/SQL Net
HTTP/S
Web Listener
JServ Global Single Data Model
RAC & ASM
#2
Oracle E-Business Suite 12.0/12.1 Architecture #2 Client
Application
Database
10g 10gR2 | 11g JSP
BC4J UIX BI Publisher
Forms
15
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JDBC/SQL Net
HTTP/S
Web Listener
OC4J Global Single Data Model
RAC & ASM
Oracle E-Business Suite 12.2 Architecture Client
Application
Database
R2
WebLogic JSP
BC4J UIX 11g BI Publisher
Forms
16
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JDBC/SQL Net
HTTP/S
Web Listener
WebLogic Server Global Single Data Model
RAC & ASM Edition-Based Redefinition
#2
Oracle E-Business Suite Architecture Applications Tier – 12.1
#2
Applications Tier – 12.2 Oracle HTTP Server (OHS)
AS 10.1.3.1
17
WebLogic Server (WLS)
Developer 10.1.2
Developer 10.1.2
APPL_TOP
APPL_TOP
COMMON_TOP
COMMON_TOP
INST_TOP
INST_TOP
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Fusion Middleware 11g
Applications Tier
#2
Oracle E-Business Suite Architecture in 12.2
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
18
–
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
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#2 Understand the Technical Architecture Changes Resources 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
19
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#3 Consider Upgrading your Technology Infrastructure
20
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#3 Consider Upgrading to Latest Technologies Database tier 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
21
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#3 Consider Upgrading your Tech. Architecture External Services Switch from Oracle SSO to Oracle Access Manager 11gR2 – Premier 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
22
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Upgrading 11.5.10 to 12.2 11.5.10
12.2
Oracle SingleSign on
Oracle SingleSign on Infrastructure
EBS 11.5.10 Application Tier 32-bit OS 10gR2 | 11g
23
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EBS 12.2 Application Tier 32-bit OS
Upgrading 12.0 & 12.1 to 12.2 12.0 & 12.1
12.2
Oracle SingleSign on
Oracle SingleSign on Infrastructure
EBS 12.2 Application Tier 32-bit OS 10gR2 | 11g
24
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EBS 12.2 Application Tier 32-bit OS
#4 Learn about WebLogic Server
25
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#4 Learn about WebLogic Server Oracle E-Business Suite 12.1 Configuration Oracle Application Manager
Autoconfig Context Files
Configuration Changes Database Home Oracle Application Server E-Business Suite
26
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Oracle Application Manager & Autoconfig
Virtual Hosts, performance directives, configuration, ports, Virtual Hosts, performance directives, loglog configuration, ports, oafm, mod_perl, mod_wl_ohs, oacore, forms services, etc. Concurrent Processing, Profile Options, Developer 10g, Product Concurrent Processing, Profile Options, Developer 10g, Product Specific Settings SID name, Listener, dbPorts, SID name, Listener, dbPorts, etcetc
#4 Learn about WebLogic Server Oracle E-Business Suite 12.2 Configuration Configuration Changes
Fusion Middleware Control
WLS istration Console
SID name, Listener, dbPorts, etc
Database Home
Oracle HTTP Server
Performance directives, log configuration, ports, mod_perl, mod_wl_ohs, etc.
WebLogic Server
E-Business Suite
27
Oracle Application Manager & Autoconfig
Copyright © 2013, Oracle and/or its s. All rights reserved.
oacore, oafm, forms and forms-c4ws services
Concurrent Processing, Profile Options, Developer 10g, Product Specific Settings
#4 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
28
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)
Copyright © 2013, Oracle and/or its s. All rights reserved.
#4 Learn about WebLogic Server 12.2 Configuration: Fusion Middleware Control
ister Oracle HTTP Server 29
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Oracle E-Business Suite Preparing for the 12.2 Upgrade 12.2 Overall E-Business Suite Readiness 1.
Review the Functional Changes
2.
Understand the Technical Architecture Changes
3.
Consider Upgrading your Technical Architecture
4.
Learn about WebLogic Server
12.2 Online Patching Readiness
30
5.
Understand the 12.2 Patching Cycle
6.
Understand Edition Based Redefinition
7.
Understanding the Enablement Process
8.
Review Online Patching Standards
9.
Plan for 12.2 Dual File System
10.
Consider New Operational Characteristics
Copyright © 2013, Oracle and/or its s. All rights reserved.
#5 Understand the 12.2 Patching Cycle
31
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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
32
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Online Patching Online Patching Cycle - Overview Apply
Prepare • Copy the production app code
• Apply one or more patches to the Patch Edition
• Create a new Patch Edition in the DB
s Online
Finalize • Compile invalid objects • Wait for a good downtime window
Cutover • Restart application on Patch Edition
s Offline
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
33
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Cleanup • Remove obsolete objects
s Online
#6 Understand Edition Based Redefinition
34
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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.
35
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#7 Understanding the Enablement Process
36
Copyright © 2013, Oracle and/or its s. All rights reserved.
#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 37
Copyright © 2013, Oracle and/or its s. All rights reserved.
#7 Understanding the Enablement Process Logical view of the data model • E-Business Code
Apps
APPLSYS
• Custom Code
• 3rd Party Code
WF_ITEMS (Synonym)
WF_ITEMS# (Editioning view)
WF_ITEMS (Table)
• 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
38
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#8 Review Online Patching Standards
39
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#8 Review Online Patching Standards a) Readiness Reports 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 40
Copyright © 2013, Oracle and/or its s. All rights reserved.
#8 Review Online Patching Standards Relationship between Editioned and Non Editioned Objects Non-Editioned Objects can’t reference Editioned Objects 12.2 upgrade removes all such dependencies
Non-Editioned Objects • Tables • Indexes • Materialized Views • Sequences
41
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Editioned Objects • PLSQL
• Views
Spec
• Editioning Views
Body
•Triggers
Function
• Types
Procedure
• Synonyms
#8 Review Online Patching Standards a) Readiness Reports Summary Readiness Report (ADZDPSUM.sql) – Reports schemas that will be automatically editioned All schemas owned by EBS are automatically ed for editioning – Reports custom schemas with objects that will become invalid if schema is
not ed for editioining Recommended to 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
42
Copyright © 2013, Oracle and/or its s. All rights reserved.
#8 Review Online Patching Standards a) Readiness Reports
1. Execute Summary Readiness Report (ADZDPSUM.sql)
Uned Custom Schemas?
Yes
2. Custom Schemas for Enablement
No 3.Execute Manual Fix Readiness Report (ADZDPMAN.sql)
Exceptions Reported?
No Ready for enablement
43
Copyright © 2013, Oracle and/or its s. All rights reserved.
Yes
4.Fix Exceptions
#8 Review Online Patching Standards b) Development 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)
44
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#8 Review Online Patching Standards b) Development Standards
1. Execute Database Standards Checker ( ADZDDBCC.sql)
Exceptions Reported
Yes
2. Fix Exceptions
No 3. Execute File System Standards Checker (gscc.pl)
Exceptions Reported
Yes
No
45
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4. Fix Exceptions
Code Standards Compliant
#8 Review Online Patching Standards References for Readiness Reports and Development 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 ed from the Software Delivery Cloud, Under E-Business Suite 12.2 Media Pack
46
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#9 Plan for 12.2 Dual File System
47
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#9 Plan for 12.2 Dual File System File System 1
File System 2
Oracle HTTP Server
Oracle HTTP Server
WebLogic Server
WebLogic Server
Developer 10.1.2 APPL_TOP COMMON_TOP INST_TOP
Edition-Based Redefinition Synchronization managed by patching tools
File System Non Editioned APPL_TOP_NE PATCH_TOP LOGS 48
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Developer 10.1.2 APPL_TOP COMMON_TOP INST_TOP
#9 Plan for 12.2 Dual File System Dual File System + Non-Editioned 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 49
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#10 Consider New Operational Characteristics
50
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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)
51
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#10 Consider New Operational Characteristics Handling Customizations Train the development team – Review the new coding standards, for example: Cross Edition Triggers replace data upgrade scripts Table names must be less than 29 characters – Review the new deployment standards, for example: Custom files must be applied to the Patch file system Custom files must be ed with the custom driver
52
Copyright © 2013, Oracle and/or its s. All rights reserved.
Key Takeaways
53
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E-Business Suite Timelines Reinforce Customer Choice to Use 12.1 or 12.2 2008
2009 2010
2011 2012
GA Nov 2004
Premier
2014 2015
Nov 2013
Nov 2010
11.5.10
2013
Extended
12.0 GA Jan 2007
Premier
Sustaining
1
Extended
Sustaining Dec 2019
Dec 2016
Premier
GA May 2009
2
Extended
Premier
GA Sep 2013
3
Sep 2018
Sep 2013
12.2
2022 2023
Jan 2015
May 2009
12.1
2020 2021
Dec 2015
Exception
Jan 2012
2016 2017 2018 2019
Sustaining Sep 2021
Extended
Sustaining
updates as of Sep 2013 1. 1 11.5.10 Sustaining Exception through Dec 2015 (from Dec 2014; additional 12 months) 2. 2 12.1 Premier through Dec 2016 (from May 2014; additional 31 months) 3. 12.1 Extended through Dec 2019 (from Dec 2018; additional 12 months) 3
54
Copyright © 2013, Oracle and/or its s. All rights reserved.
For more info, see Oracle Lifetime Policy: Oracle Applications
Which Release Should You Target? Will Depend on Your Circumstances 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 12.2
55
Copyright © 2013, Oracle and/or its s. All rights reserved.
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
56
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57
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58
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