Get ready for EBS Release 12.1! Tasks to complete now to ease R12.1

Get ready for EBS Release 12.1! Tasks to complete now to ease R12.1 upgrade process NorCal OAUG January 13, 2011 Presenter: Sandra Vucinic – VLAD Group,

Speaker’s Background Over 17 years of experience with Oracle database, applications, development and administration tools Director, OAUG Database SIG Board Director, OAUG SysAdmin SIG and Committee Chair, Oracle Tools and Utilities Director, OAUG E-Business Applications Technology SIG Board Director, SROAUG Board Chair, OAUG Upgrade SIG Board Member, OAUG GEO/SIG Committee Member, OAUG Nominating Committee NCOAUG Distinguished Service Award for 2007 OAUG Member of the Year for 2008 Oracle ACE Presented at OAUG, NCOAUG, CSOAUG, OVOAUG, SROAUG, Apps World and Open World conferences (80 sessions)

Agenda Why do we need to upgrade? EBS Release 11.5.10.2 vs. 12 Architecture Tasks to complete to ease R12 upgrade: Upgrade database to 11g R1 or 11g R2 Convert tablespaces to OATM model Evaluate impact of R12 on customizations and extensions Introduce BI Publisher and JDeveloper Introduce Web ADI and Report Manager Archive and purge EBS 11i data Convert from JInitiator to Native Sun JRE Integrate Discoverer Server Release 10g with EBS 11i Configure Oracle iAS Release 10g for external apps (SSO, OID, Portal) and integrate with EBS 11i Position for high availability and scalability Evaluate and complete platform change based on ROI

EBS R12.1 is available, but why do we need to upgrade? Evaluate business benefits and cost: Assess R12 functionality and features for “in use” and future planed modules Complete ROI analysis to understand architectural or deployment capabilities in R12 and benefits for system performance, availability, scalability, security and manageability Evaluate upgrade cost, resources and timeline impact on other planned projects

EBS R12.1 is available, but why do we need to upgrade? Review existing 11i customizations, extensions and third party integration and assess R12 impact Since 11.5.10.2 is a terminal release of 11i Oracle development’s priority is R12.1 Keep in mind Premier Support for: EBS 11.5.9 ended in June 2008 EBS 11.5.10.2 ended in November 2010 Extended support fees for EBS 11.5.10.2 waived until November 2011

Extended support for EBS 11.5.10.2 Started on 12/1/2010 for three years; first year support is free Need to apply Mandatory minimum patch baseline as per Metalink Note: 883202.1 Minimum baseline for Technology: Release 11.5.10.2 Database version 10.2.0.4 or higher ATG RUP 6 or higher Developer 6i Patch set 19 Sun JRE 1.6.0 03 or higher Oracle HTTP Server MLR Patchset 4393827

Extended support for EBS 11.5.10.2 Significant number of patches for individual modules (if you have not maintained patch levels) for P1 and Non-P1 issues Extended support patch level verification available via patch 9803629 (review Metalink Doc ID: 1178133.1 for more info) Minimum baseline patches need to be applied in order to receive any new bug fixes after 11/30/2010 Customers will continue to receive tech support including access to online support tools, knowledge base, pre-existing fixes and SR resolution (review Metalink Doc ID: 1116887.1 for more info)

Extended support for EBS 12.0 EBS R12.0 will transition to Extended Support on 2/1/2012 New EBS 12.0 patches will be created and tested during Extended Support against the minimum patching baseline Need to apply minimum patch baseline as per Metalink Note: 1195034.1 To be eligible for Extended Support, [EBS 12.0] customers will need to have applied at minimum the 12.0.6 Release Update Pack (Note ID 743368.1) and the Financials CPC July 2009 (Note ID 557869.1)

11i Architecture – Components Release 11.5.10.2 CD Release Client Tier JInitiator Web HTTP Servers Middle Tier 1.0.2.2.2 Application Technology Stack Apache Admin Server Concurrent Processing Server Discoverer Server 4i Forms Server 6i Reports Server 6i 9iAS ORACLE HOME 8.1.7 8.0.6.3 ORACLE HOME Database Tier 9.2.0.8 Database 10gR2 or 11g R1 or 11g R2 ORACLE HOME

R12.1.2 Architecture – Components Release 12.1.3 Client Tier Native Sun JRE Web HTTP Servers Middle Tier Application Technology Stack Instance Home Concurrent Processing Server Apache Server Forms Server 10g Reports Server 10g 10.1.3.4 ORACLE HOME 10.1.2.3 ORACLE HOME Database Tier 11.1.0.7 Database 11g R1 ORACLE HOME or 11g R2 (optional) or 10g R2 for upgrades

Changes from EBS 11i to R12.1.2 New versions of middle tier technology: Applications server: from version 1.0.2.2.2 to version 10.1.3.4 (J2EE) - most recent certified version 10.1.3.5 on R12 Forms and Reports: from version 6i to 10g version 10.1.2.3 Discoverer: from version 4i to 10g version 10.1.2.3 most recent certified version 11.1.1.3 on R12 Servlet Container - (OC4J, no longer JServ) JDK version 6.0 Oracle SOA Suite version 10.1.3 - most recent certified version 11.1.1.3 Oracle Business Intelligence version 10.1.3.4 - most recent certified version 11.1.1.3 Oracle Enterprise Manager version 10.2.0.2 - most recent certified version Grid Control 10gR5

Changes from EBS 11i to R12 New versions of middle tier technology: Technologies External to EBS R12 SSO and OID version 10.1.4.3 - most recent certified version 11.1.1.3 on R12 Portal version 10.1.4.2 - most recent certified version 11.1.1.3 on R12 Instance Home (INST TOP) file system: INST TOP HOME/inst/apps/ context name JInitiator is not certified or supported in R12 New version of database - 11g R1 (11.1.0.7) available with Rapid Install; version 11g R2 certified; version 10g R2 certified for upgrades only Tablespace model in R12 - OATM

Tasks to complete on EBS 11i to ease R12 upgrade: Upgrade EBS 11i database to version 11g R1 or 11g R2 Oracle Database 11g Release 1 (11.1.0.7.0) is part of EBS R12.1 technology stack Premier support for database version 11.1.0.6 ended in October 2009 11g R1 is certified to run with EBS release 11.5.10 CU2 11.1.0.7 is a terminal release of 11g R1 Premier Support ended for database version 10g R2 on 7/31/2010 Oracle waived an Extended Support fee for 10g R2 database from August 1, 2010 to July 31, 2011

Tasks to complete on EBS 11i to ease R12 upgrade: To upgrade to 11g R1 database follow Metalink Note: Interoperability Notes - Oracle E-Business Suite Release 11i with Oracle Database 11g Release 1 (11.1.0), Doc ID: 452783.1 11g R2 is certified to run with EBS release 11.5.10 CU2 Confirm certification for your platform To upgrade to 11g R2 database follow Metalink Note: Interoperability Notes - Oracle E-Business Suite Release 11i with Oracle Database 11g Release 2 (11.2.0), Doc ID: 881505.1

Tasks to complete on EBS 11i to ease R12 upgrade: Convert tablespaces to OATM model OATM is the new Tablespace model certified with EBS 11i. Available out-of-the-box with 11.5.10 Rapid Install Reduces number of tablespaces from 2 per product to 12 tablespaces (including 3 systems tablespaces: undo, system and temp) for all modules Supports locally managed tablespaces Database objects mapped to tablespaces bases on: object size, life span, access methods and locking granularity

Tasks to complete on EBS 11i to ease R12 upgrade: Convert tablespaces to OATM Eases maintenance and reduces space usages Supports RAC (Real Application Clusters) OATM Migration Utility is available on earlier 11i releases To migrate to OATM as a standalone patch 3381489 (part of 11.5.10.2), with a prerequisite of AD.H minipack and a minimum database version 9.2.0.4.

Tasks to complete on EBS 11i to ease R12 upgrade: Evaluate impact of R12 on customizations and extensions Catalog all customizations deployed in production Technologies disabled in Release 12: “mod plsql” Oracle Reports Server Reports Oracle Graphics Integration with Oracle Forms Oracle Applications Framework pages in AK repository Review Metalink Note: Preparing Custom Development for Next EBS Release, Doc ID: 374398.1

Tasks to complete on EBS 11i to ease R12 upgrade: Introduce BI Publisher and JDeveloper to developers In R12 HTML reports should be converted to BI Publisher, so start early Reports Server only accessible from Concurrent Manager in R12 Any Reports integrated Oracle Graphics need to be re-implemented with BI Publisher Use JDeveloper release 10.1.3 for OA - Framework Personalization Oracle JDeveloper 10g with OA Extension Patch 5856648 available on Metalink

Tasks to complete on EBS 11i to ease R12 upgrade: Introduce Web ADI and Report Manager to your users: In EBS R12, Web ADI and Report Manager must be used instead of ADI, as client/server ADI is not supported In EBS R12 Web ADI functionality for GL is integrated into the standard GL menu structures Web ADI and Report Manager replaced the most of functionality that client/server ADI was used for. Both Web ADI and Report Manager are part of the 11i EBS Patch 3218526 BNE D is the latest base 11i Web ADI Patch Patch 4206794 FRM H is the latest base 11i Report Manger Patch For more information review Metalink Notes: What Are the Functional Differences Between ADI and Web ADI? Doc ID: 223223.1 and Installing, Configuring and Troubleshooting Web ADI Doc ID: 417692.1

Tasks to complete on EBS 11i to ease R12 upgrade: Archive and purge EBS 11i data As your EBS data grows it is important to manage database size and growth. Database size contributes to the length of R12 upgrade process; less data to upgrade to R12 the faster the upgrade process. Periodically review and control growth of 11i EBS data. Use standard archive and purge programs available or 3 rd party archiving products. Use “Purge Portal” introduced in EBS 11.5.10.2 to configure, deploy and monitor archive/purge programs from a single console. From System Administrator Responsibility go to OAM and then to “Purging/Critical Activities” For additional information please review Metalink Note: Reducing Your Oracle E-Business Suite Data Footprint using Archiving, Purging, and Information Lifecycle Management, Doc ID: 752322.1

Tasks to complete on EBS 11i to ease R12 upgrade: Convert your 11i EBS users from JInitiator to Native Sun JRE JInitiator is not certified or supported in R12 JInitiator not longer supported for EBS 11i Support for version 1.3 ended in July 2009 Support for version 1.1.8 ended in December 2008 Review the "Static vs. Non-Static Versioning and Set-Up Options” if you have multiple Java installed on your desktop. To convert review Metalink Note: Upgrading Sun J2SE (Native Plug-in) with Oracle Applications 11i for Windows Clients, Doc ID: 290807.1 If encountering issues review Metalink Note: Diagnosing Forms Mouse Focus Problems using JRE in Release 11i, Doc ID: 760250.1

Tasks to complete on EBS 11i to ease R12 upgrade: By Project Managers Review methodology in place Develop detailed upgrade project plan Clearly define project timeline and milestones Identify resources (inside and outside of your organization)

Tasks to complete on EBS 11i to ease R12 upgrade: By Functional Subject Matter Experts (SMEs): Get SMEs involved in a planning stages of your upgrade project. Do not wait! Tasks SMEs can perform today in 11i environment: Review business process changes (current 11i vs. future R12) Catalog testing scripts Review training processes and procedures Evaluate Oracle UPK (User Productivity Kit) as an option to train end users

Tasks to complete on EBS 11i to ease R12 upgrade: Integrate Discoverer Server Release 10g with EBS 11i Supported version of Discoverer for EBS 11i and R12 – 10.1.2.3 Discoverer Server 4i desupported on 10/31/06 Implement Discoverer 10g on a separate server. Conflict between 4i and 10g Visibroker releases For implementation steps and tasks review Metalink Note: Discoverer 10.1.2 with Oracle Applications 11i, Doc ID: 313418.1 Premier Support for Oracle Discoverer 10g will end in 12/2011 Oracle Discoverer 11g (11.1.1.3) external certification for 11i has been completed. For additional info review Metalink Note: Using Discoverer 11.1.1 with Oracle EBS 11i Doc ID: 1073963.1 Premier Support for Oracle Discoverer 11g will end

Tasks to complete on EBS 11i to ease R12 upgrade: Configure Oracle iAS Release 10g for external apps (SSO, and OID) and integrate with EBS 11i Supported 10g version of SSO and OID for EBS 11i and R12 – 10.1.4.3 For implementation steps and tasks review Metalink Note: Installing Oracle Application Server 10g with Oracle E-Business Suite Release 11i, Doc ID: 233436.1. Premier Support for externally-integrated Oracle SSO and OID version 10g will end in 12/2011 Supported 11g version for EBS 11i and R12 – 11.1.1.3 For implementation steps and tasks review Metalink Note: Using Oracle Internet Directory 11gR1 Patchset 1 (11.1.1.2.0) and Oracle Single Sign-on with Oracle EBusiness Suite Doc ID: 876539.1 Please note Fusion Middleware 11g does not include Oracle Single Sign-On. Statement of Direction for Oracle Single Sign-On 10gR3 Doc ID: 979951.1

Tasks to complete on EBS 11i to ease R12 upgrade: Configure Oracle iAS Release 10g for external apps (Portal) and integrate with EBS 11i Supported version of Portal for EBS 11i and R12 – 10.1.4.2 For implementation steps and tasks review Metalink Note: Using Oracle Portal 10g with Oracle E-Business Suite 11i, Doc ID: 305918.1. Premier Support for externally-integrated Oracle Portal 10g will end in 12/2011 Portal 11g (11.1.1.3) external certification for 11i has been completed. For additional info review Metalink Note: Using Portal 11.1.1 with Oracle EBS 11i Doc ID: 1074344.1

Tasks to complete on EBS 11i to ease R12 upgrade: Position for high availability and scalability For scalability and to reduce maintenance cost implement “shared application tier” in your multinode 11i environment: Review Oracle Metalink Note: Sharing the Application Tier File System in Oracle Applications 11i, Doc ID: 233428.1 for implementation steps and tips Review Oracle Metalink Note: Frequently Asked Questions Sharing the Application Tier File System in Oracle Applications 11i Doc ID: 243880.1 for any “shared application tier” questions

Tasks to complete on EBS 11i to ease R12 upgrade: For high availability consider implementing RAC for your 11g R1 or 11g R2 EBS 11i database If you plan to use ASM feature of 11g R1 database, review Metalink Note: Using Oracle 11g Release 1 Real Application Clusters and Automatic Storage Management with Oracle E-Business Suite Release 11i Doc ID: 455398.1 If you plan to implement RAC with 11g R2 database, review Metalink Note: Using Oracle 11g Release 2 Real Application Clusters with Oracle E-Business Suite Release 11i Doc ID: 823586.1

Tasks to complete on EBS 11i to ease R12 upgrade: Evaluate and complete platform change based on ROI analysis Upgrade to R12 may require a new hardware Evaluate existing hardware and complete capacity planning for R12 ahead of time If determined a new hardware is needed, evaluate options and consider migration to Linux OS Proven migration process to Linux: To migrate EBS 10g R2 database review Metalink Note: 362205.1 To migrate EBS 11g R1 or R2 database review Metalink Note: 557738.1 To migrate EBS 11i review Metalink Note: 238276.1

Special thanks to Steven Chan from Oracle for his contributions, continuing support and for sharing his EBS experiences and knowledge in Oracle’s blog: http://blogs.oracle.com/schan

Questions

Thank You Sandra Vucinic [email protected] www.vladgroup.com