Oracle Release 12 Financials Overview
Document Sample


<Insert Picture Here>
E-Busines Suite R12
Road Map to Fusion?
Marit Lønvik, Practice Manager Oracle Consulting
Agenda
• Introduksjon
• R12 – the Global Business Unit
• R12 Arkitektur
• Best Practice
• Why upgrade?
• Q&A
Introduksjon
Oracle E-Business Suite Release 12 and
Applications Unlimited
Management Challenges
Globalization creates unique challenges in managing…
Compliance Mandates Competitors
Increased and varying The Internet eliminated
regulatory / security borders making all
requirements exert additional markets global markets
burdens on businesses
Customers & Employees Suppliers
Manage employees and Margin pressures force
customers dispersed across companies to search for
geographic and cultural goods & services anywhere
in the world resulting in
boundaries complex supply networks
Oracle’s Recent Acquisitions
Scale, technology and vertical specialization across all product lines.
17 Acquisitions*
6 Acquisitions**
4 Acquisitions
* Includes acquisitions of Covansys and Hexaware operations.
** Acquisition of Mantas through majority-owned i-flex solutions company.
Unique, customer focused strategy
EBS 12 EBS 12.1 EBS 12.x
Enterprise 9 Enterprise 9.1 Enterprise 9.x
EnterpriseOne 8.12 World A9.1 EnterpriseOne 9.0 World A9.x
Siebel 8 Siebel 8.1 Siebel 8.2
FUSION
Customers continue to get innovation in existing release and choose
when they are ready to move to next generation technology.
Introducing
Oracle E-Business Suite 12
The
Global Business
Release
Brought to You by Oracle Applications Unlimited
CONFIDENTIAL: All capabilities and dates are for planning purposes only and may not be used in any contract
The Global Business Release
• Støtter opp under ―Shared Service Center‖
• Forenkling gjennom standardisering
• Felles oppsett av avgift
• Felles oppsett av interne banker under Cash
Management
• Nytt brukergrensesnitt
• Rapporter via XML Publisher
• Har vært tilgjengelig siden januar 2007
New
Background Pattern
New
Icons
New
Colors
New
Fonts
New
Buttons
All Products & Modules
Flexible Architecture Meets the Needs
of Dynamic, Global Businesses
Role-Based Portal Access
Complete
Enterprise Security
Integrated
Compliance Framework
Performance Analysis, Planning
Systems Management
Management & Reporting Standards-based
• Integration Services
Adaptable
• Process Orchestration
Applications • User/System Configuration Accessible
• Data Hubs
• Application Server
Secure
Fusion • Web Services
•
Middleware •
Development Tools
Collaboration Tools Scalable
Database RAC / Grid
Streamlined Information Delivery
Configurable Professional Reporting with XML
Publisher
From New
Standard Data Extracts
Data Logic
Layout
XML Publisher EXCEL PDF XML
Translation EDI EFT HTML RTF
To User Specific Reports
New Reports / New Reporting Options
Reporting at the Operating Unit Level
Operating
Unit
Real-Time Operational Reporting Think Work Manage
Make better and faster decisions at dramatically lower cost
Daily Results, Multiple
Flexible Periods Currencies
Flexible Comparisons
• Get rapid results with
an out-of-the-box
mgmt reporting system
• Get the right
Performance Graphs / information with role-
Measures (KPIs) Trends based dashboards
Drag & Drop Reports w/ • Get complete
Portlets Drilldown information with
seamless drilldowns
• New in R12:
- 6 dashboards, 49 KPIs, 90 rpts
- A focus on global sourcing,
purchases, and supplier mgmt
Operational Reporting Work Think Manage
Receivables Management Dashboard
Evaluate impact of
billing activity on DSO
Analyze collection
effectiveness over time
Operational Reporting Work Think Manage
Receivables Status Dashboard
Monitor open receivables
Target delinquent
customers requiring
special attention
Global Inventory Optimization Think Work Manage
Optimize global inventory levels & locations based on anticipated
demand
Without
• Maximize on-time product
Oracle delivery while minimizing
inventory costs
Lower
Inventory With
• Improve delivery flexibility by
Cost Oracle storing common subassemblies
Inventory Cost
which are completed only when
an order is placed
Improve - Account for global demand,
On-Time supply & lead-time variability
Delivery
- Select the best global inventory
investment strategy
10 30 50 75 80 85 90 95 100
Product Delivery • Reduce inventory write-offs
Oracle Closed Loop S&OP Planning
Demand Planning Supply Planning S&OP Meeting
• Constraint-Based
Demand Market Demand Production
Data Forecasting Scheduling
EDI 867 Consensus
• Strategic Network
IMS data Forecast Optimization
Excel
Pedigree
New Product
xml Forecasting
S&OP Review
Evaluate Supply
Promotion Planning Constraints
S&OP Outputs:
Service levels
Inventory Safety Stock Demand Profitability
Optimization Inventory Levels
Promotions
DRP
Measure Financial and Customer Service Level Results Execute MPS
Global Financial Architecture
6 Major Initiatives
1. Ledger and General Ledger
Ledger & Ledger Sets
Ledger Sets
2. Multi-Org
Dr Cr
Access Subledger Accounting (SLA)
Control
3. Subledger Tax Inter Bank
Accounting Engine Company
Model
4. Tax Engine
5. Intercompany
Multi-Org
6. Bank Model Access
Control
Inventory Receivables Projects
Work in Process Purchasing Payables
Straightforward Upgrade
Protect. Extend. Evolve.
Today Release 12
Set of Ledger in a
Books Ledger Set
Same Responsibilities
Product Subledger Same Tables and IDs
Accounting Accounting
Customization
Continuity
Operating Operating
Unit Unit (MOAC)
Ledgers og Ledger Sets
• I R12 er Set of Books erstattet av Ledgers
• Ledger defineres av
• Kontoplan (Chart of accounts)
• Valuta (Currency)
• Kalender (Calender)
• Regnskapsmetode (Accounting Convention)
• Ledger Sets er en gruppering av Ledgers med
samme kontoplan og kalender.
From Multi-Org …To Multi-Access
Role based access to Operating Units
Perform multiple tasks across operating units
without changing responsibilities
Belgium Holland Denmark
Legal Entity Legal Entity Legal Entity
Belgium Holland Denmark
Operating Unit Operating Unit Operating Unit
Responsibility Responsibility Responsibility
MOAC: Multi-Org Access Control
Role based access to Operating Units
Perform multiple tasks across operating units
without changing responsibilities
Belgium Holland Denmark
Functional Tasks
Legal Entity Legal Entity Legal Entity Order Management
Dunning, Collections,
Billing
Belgium Holland Denmark Requisition, Demand &
Operating Unit Operating Unit Operating Unit Purchase Orders
Receiving & Drop Ship
Responsibility
SingleResponsibility
Responsibility Responsibility Invoice Receipt,
Disbursement
Customer Data
Management
Accounting Setup
Subledger Accounting
• Felles motor og register for regnskapsføring (XLA)
• Brukes av AR, AP, FA, PO, INV m.fler
• Regelbasert
• Støtte for eksterne applikasjoner
• Støtte for flere regnskapsmetoder
• Kan tilfredstille flere juridiske, industri eller geografisk
betingede krav samtidig
• Bedre avstemmingsmuligheter
• Bedre sporing
• Full støtte for 11i funksjonalitet
Governance, Risk, & Compliance Think Work Manage
Document, test, monitor, and certify ongoing compliance with
Sarbanes-Oxley, JSOX, HIPAA and other global regulations
Track Compliance Status, Document Findings, Mitigate Exceptions
Document Assess Scope Test
Processes Risk & Audit Controls
Controls Program
Create Risk &
Control Library
Certify and Report Results
• Diagnose access and • Strengthen application • Ensure auditability
process control control environment with via secure change
violations and take continuous monitoring control and history
corrective action
Tax Set Up Templates
• Standard maler for oppsett av avgift for 21 EMEA
land, der i blandt Norge, Danmark og Sverige.
• Alle avgiftstransaksjoner lagres i et ―Tax Record
Repository‖ som er grunnlag for rapportering og
avstemming.
• Egen simulator for testing av regler for
avgiftsberegning
Bank Account Model
Description
• Central place to define internal bank accounts
• This feature will allow to define and keep track of all bank
accounts in the e-Business Suite in one place and explicitly
grant account access to multiple operating units/functions
and users
• Multi-Org Access and UMX based security
• In the new model, bank accounts are owned by Legal
Entities with the option to grant account use to Operating
Unit (Payables, Receivables), Legal Entity (Treasury),
Business Group (Payroll)
Bank Account Model
Description II
Trading Community
Cash Management
Architecture (TCA)
Bank Payables
Receivables
Bank Branch Bank Account
Payroll
Treasury
Noex
• ―Noex‖ is part of Application standard R12
• No release date R12 available, demand driven
• Functional Transition of Norwegian Custom
Extensions (NOEX) to Release 12. Scope is
described in Metalink note:427453.1
• R11 and R12 is supported by Oracle Support
Think Work Manage
Global Talent Management
News Benefits
Workforce Expense, Productivity
Performance Mgmt & Revenue Improvements
• Cascading Objectives Higher quality products & svcs Income
• Appraisal Uplifts Lower employee turnover rate Statement
Lower hiring and training costs
Sales / Services
More productive and skilled
Learning employees SG&A Expense
Management Reduced employee downtime
• Workforce Certification during the on-boarding, transfer,
• Applicant Support and off-boarding process
Business
• Web Conferencing Environment
Other Improvements
iRecruitment Increase in employee morale at all Employee Satisfaction
levels of the organization
• Auto-Search Credibility &
Reduced risk from outdated
• Integration w/ Offers Investor Confidence
Information Technology
• Embedded Analytics Risk
• Assessments
Human Resource Localizations Think Work Manage
Manage all employees within a single system while adhering to
local, in-country regulations
UAE Finland India
Denmark New in R12: Localizations expanded for Kuwait
10 countries
Oracle now has localizations for 30 countries
covering 87% of world GDP
• Enterprise & workforce management
Business
• Workforce sourcing & development
Process
• Compensation & benefits management
Mexico Examples Sweden
• Payroll management
Norway Poland Russia
Manufacturing Practices for APAC Think Work Manage
Satisfy local requirements to compete in key outsourcing regions
Golden Tax Support for China
Provide compliant VAT calculation, invoicing,
and tax reporting via China-certified ―Golden
Asia Pacific is Tax‖ software
the factory floor Chargeable Subcontracting
for the world Automatically create replenishment orders
and track component allocations & inventory
for sub-contracted manufacturing (e.g. Shikyu)
In 2005, China’s Periodic Average Costing
Support accounting compliance requirements
global trade in territories such as China/Taiwan
surplus more
Customer Acceptance, Deferred Revenue
than tripled and COGS
Recognize and account for COGS and revenues in
the same proportion, based on flexible
contingencies & within the same accounting period
Global Transportation Management Think Work Manage
Drive down logistics costs and increase on-time delivery by managing
the international movement of goods within a single, scalable system
Event Mgmt
Optimize Automate
Modes Execution &
& Routes Payments Collaboration
• Plan across multiple legs, tiers, nodes, • Manage internal and 3rd party fleets
and modes (truck, air, train, ocean) (eg. LSPs) in the same system
• Handle all supplier inbound and • Enable partners to transact and
customer outbound deliveries ―self-update‖ (eg. pick-up request)
• Display results via intuitive, graphical UI • Handle exceptions via automated
event management notifications
Integrated with Shipping, Receiving, Inventory Management, and Purchasing
Global Customer Service Think Work Manage
Drive revenue and customer loyalty with superior customer service
• Efficiently resolve issues at the customer’s convenience regardless of
geographic location
• Coordinate the delivery of all global services within a single system
- Self-service & agent-assisted - Outsourced / 3rd party services
- On-site repair - Internal issues (help desk)
- In-house repair & refurbishment - Investigations (case mgmt)
• Increase revenues while decreasing contact, research & execution costs
Case Management Customer Support Field Service
Manage key activities related to Initiate service requests 24x7 Coordinate service delivery
cases / clients / involved parties plus interact with service reps across time zones, schedule
and securely share information online via new screens for outsourced services globally,
across geographies or agencies ―internal‖ & ―external‖ customers utilize digital maps to route reps
Utilize Digital Maps to Route Reps Think Work Manage
Minimize drive time, maximize customer face time
Optimizing street-level
routes enables you to:
• Drive service revenue
by enabling maximum
number of service
visits for each service
representative
• Drive cost reduction by
reducing mileage,
travel time, and cost
Secure the Global Enterprise Think Work Manage
Address global security pressures with a comprehensive security
portfolio
Risk
• Provide enterprise-wide,
Without control of data integrity standards-based security
and access, business risk - Single sign-on
increases
- Corporate directory
- Access / identity management
Manageability
Multiple user communities - Identity federation
require management (clerical,
self-service, customers, suppliers) • Simplify security administration
- Decentralized, delegated user admin
Cost - Automated & self-service provisioning
User provisioning, de-provisioning with approvals
and re-provisioning are often
manual and labor-intensive - Extended IT and system admin security
with DB tools (e.g. DB Vault)
Audit & Compliance
Government mandated
• Continuously monitor environment
accountability is driving new - Security dashboard / reports
scrutiny of security - Best practice & typical violations
Configure, Don’t Customize Think Work Manage
Highly configurable global system lets you tailor the system
without programming
Accelerate systems Preserve configurations Eliminate costly
deployment through upgrades customizations
Flexfields – User definable data key
Folders – User tailorable forms
Workflow – Configurable business process flow
Custom Library – Directory for customer extensions (forms)
OA Framework / Forms Personalization –
Configurable page ―look & feel‖, navigation, tabs, fields, buttons
XML Publisher – Flexible report / document output
Comprehensive Integration Repository Think Work Manage
Simplify and accelerate systems connectivity
A Catalog of All EBS Integration Points • Enable key integration types
- Business to Business
• Web Services • Business Events
• Public Java & PL/SQL APIs • Batch Interfaces - Enterprise Application Integration
- Business Process Management
- Business Activity Monitoring
• Support industry-standard
messages
• Support standards-based
XML documents
• Search and view available
interfaces via powerful UI
• Automatically keep in step with
source code via standard patching
Next Gen. Business Process Mgmt Think Work Manage
Integrate Oracle, 3rd party & legacy applications to extend process
automation
• Quickly integrate
heterogeneous
Oracle PeopleSoft Custom Order applications using an
EBS Financials Application intuitive, graphical UI
• Manage system
• Standard Interfaces performance via web with
BPEL Process Manager • Cross-application maps a user-friendly console
Business Step Step Step Step Step • Reduce connectivity
Process 1 2 3 4 5 headaches with
pre-packaged, standard
interfaces for applications
and legacy systems
Siebel Mainframe HR
Application
New Web
Application
• Built on widely adopted
CRM
industry standard
language (BPEL)
Integration with Core Applications Think Work Manage
Oracle | Retek Integration with BPEL
• Lower cost integration between disparate systems
• Better performance with integrated business flows across applications
Accounts
Merchandising
Inbound Retek Data Payable
• Matched invoices • Daily sales
E-Business Financials
• Credit notes • Cash and deposits
Invoice General
• Debit memos • Inventory
Matching Ledger
• Rebates • Sales data
Accounts
Sales Audit Outbound Financials Data Receivable
• Suppliers • Payment terms
• Partners • GL accounts
• Addresses • Currency rates
Stock Ledger • Freight terms Cash
Management
Integration Solution: Think Work Manage
Siebel CRM On Demand to Oracle E-Business Suite
CUSTOMER AND PRODUCT
Siebel CRM On Demand
INTEGRATION
Siebel/Oracle Web/Call Center/Sales Force Initial customer data load from Oracle EBS to
Oracle Siebel CRM On Demand
Identify Two way synch
Oracle <> Siebel • Integrate customer creation flow from CRM
Customer
Browse & Search Account On Demand to Oracle EBS
Products/Services Mgmt • EBS Customer Data Quality Management
Product Opportunity Customer
(DQM) tools available within CRM On
Demand
One way synch
Quotes • Support bi-directional synch of customer and
Oracle > Siebel
Oppty Info. Orders
Install Base
contact
Quote Status
Quote Value Service Requests • Product Master maintained in Oracle EBS
Invoices and synched to Siebel CRM On Demand
OPPORTUNITY TO QUOTE
Quoting Install Base
• Convert CRM On Demand opportunity to
Oracle EBS quote
Installed Products
Customer and product context are passed
from CRM On Demand opportunity to Oracle
Order EBS quote
Management Quote status presented back in CRM On
Tele, Field Demand
Service
Billing 360 DEGREE CUSTOMER VIEW
Quotes, orders, install base, service requests
AR from Oracle EBS are presented within CRM
On Demand
R12 Arkitektur
E-Business Suite Architecture
Release 12 -- By the Numbers
Our Largest Release Ever High Quality Release
• R12: Over 2350 New Capabilities • New Development Lifecycle
• R11i.10: Over 2182 New Capabilities Management Dashboard with
• R11i.9: Over 1874 New Capabilities 100s of Status, Milestone, and
Exception Reports
• 187,164 Documented Test Cases
Broad Distribution of Capabilities • 1000+ of Internal Testers
• 40% Industry Specific Capabilities
• 100+ of External Testers
• 60% Cross-Industry Capabilities
• 6 Rounds of Testing
• 15 Software Builds
11 New Modules / Products
Characteristics of an Enterprise
Application Multi Channel Architecture
Adaptive
Process, Integration
Portal and User Interface
and Events
Business Intelligence
Security
and Reporting
Personalization Lifecycle Management
Availability, Performance
Data Management
And Scalability
Multi-Channel Optimized Architecture
3-Tier Logical Architecture - General
Client Application Database
Java Engine
Web Server
User Interface
Global Single
Data Model Model
BI & Reporting
Excel Business
Add-In Intelligence
User Interface Application logic Database logic
Multi-Channel Optimized Architecture
3-Tier Logical Architecture - Detail
Oracle Application Server Oracle Database
Materialized Views
Java Engine
Client Data Guard
Web Server: Apache User Interface
Partitioning
BI & Reporting OLAP
HTTP/S
JDBC/SQL Net
Personalization Spatial
Business Event Grid
Excel Global Single
Add-In Data Model
Concurrent
Manager
Workflow
Characteristics of an Enterprise
Application Multi Channel Architecture
Adaptive
Process, Integration
Portal and User Interface
and Events
Business Intelligence
Security
and Reporting
Personalization Lifecycle Management
Availability, Performance
Data Management
And Scalability
User Interface
Design Points
Java Interface
• Flexible, powerful system for
professional administrative users
• Optimized for high-volume use
• Oracle Forms Technology
HTML Interface
• Originators enter their own
transactions
• Cheaper, faster, more accurate
information
• Simple, approachable UI
• Business Intelligence
• Oracle Applications Framework
Technology using MVC (Model View
Controller)
Innovate with Google OneBox
&
• Business language keywords: requisitions, req, purchase
• Links everywhere (result set, individual result, related functio
• All links take user into application - securely
Characteristics of an Enterprise
Application Multi Channel Architecture
Adaptive
Process, Integration
Portal and User Interface
and Events
Business Intelligence
Security
and Reporting
Personalization Lifecycle Management
Availability, Performance
Data Management
And Scalability
Role-Based Intelligence Dashboards
Provide Actionable Information
Make better and faster decisions at dramatically lower cost
Multiple
Views & Actions
Daily Results, Multiple
Flexible Periods Currencies
Flexible Comparisons Related links
• Get rapid results with
an out-of-the-box
mgmt reporting system
• Get the right
Performance Graphs / Reports w/ information with role-
Measures (KPIs) Trends Drilldown based dashboards
• Get complete
information with
seamless drilldowns
XML Publisher
Business Users Format and Deliver
Documents
Data Sources XML Publisher Output Formats Destination
Oracle Publishing
PDF HTML EDI • Email
Applications Engine
XML RTF XML Excel • Printer
CRM • Fax
ESA
FMS Order
Templates Letters
Confirmations
HCM
Fund Online
SCM Transfers Paychecks
Government
Bills
Business Grant Forms
Any XML
Data Source
User
Integrate Out-of-the-Box with Oracle Applications
Characteristics of an Enterprise
Application Multi Channel Architecture
Adaptive
Process, Integration
Portal and User Interface
and Events
Business Intelligence
Security
and Reporting
Personalization Lifecycle Management
Availability, Performance
Data Management
And Scalability
Personalization
Oracle Principles
Satisfy User and Organizational Needs through Configuration, Not Customization
Highly configurable global Accelerate systems deployment
system lets you tailor the Preserve configurations
through upgrades
system without programming Eliminate costly customizations
Flexfields – User definable data key
Folders – User tailorable forms
Workflow – Configurable business process flow
Custom Library – Directory for customer extensions (forms)
OA Framework / Forms Personalization –
Configurable page ―look & feel‖, navigation, tabs, fields, buttons
XML Publisher – Flexible report / document output
Personalization, HTML UI: OAF
• Tailor text for labels, prompts,
and tip messages
• Hide/Show components
• Reorder components
• Restrict query results
• Add new items: fields,
buttons, links, pick lists,
images, etc.
• Tailor graphs & charts
• Seed end-user views
Personalization, HTML UI: OAF
User Personalization Features
• Create and
save a
search
• Tailor table
column
titles
• Hide/Show
columns
• Reorder
columns
• Add data
Characteristics of an Enterprise
Application Multi Channel Architecture
Adaptive
Process, Integration
Portal and User Interface
and Events
Business Intelligence
Security
and Reporting
Personalization Lifecycle Management
Availability, Performance
Data Management
And Scalability
Leverage Oracle Technology
Oracle Master Data Management
What is Master Data Management (MDM)?
The Ability to…
Consolidate information into a single Employee
master repository
Cleanse and enrich data Customer
Supplier
centrally and distribute
Synchronize data for a Asset
Product
consistent enterprise view
Leverage master data to
improve customer and product
centric business processes and
analytics
Characteristics of an Enterprise
Application Multi Channel Architecture
Adaptive
Process, Integration
Portal and User Interface
and Events
Business Intelligence
Security
and Reporting
Personalization Lifecycle Management
Availability, Performance
Data Management
And Scalability
Process, Integration and Events
• Oracle Integration Repository
• Compilation of information about the numerous service endpoints exposed
by the Oracle E-Business Suite of applications.
• Provides a complete catalog of Oracle E-Business Suite's business service
interfaces.
• Open Standards
• B2B Document Exchange - EDIfact, X.12, RosettaNet, HL7, OAG 7.0, etc…
• Protocols - AS2, SOAP, HTTP, etc…
• Instant-Value integrations
• Pre-built bridges that seamlessly link Oracle Applications together for end
to end industry processes
• Option: leverage Oracle Technology
• Oracle SOA Suite to provide the foundation for adaptive business
processes, by enabling a service-oriented architecture
• Oracle Business Process Analysis (BPA) that includes process modeling
and simulation, is a key component of the BPM lifecycle.
Process, Integration and Events
Oracle Integration Repository (iRep)
Process – Navigate By Interface Type
Leverage Oracle Technology
Oracle SOA Suite
Comprehensive
BAM Analytics Events Monitoring
JDeveloper BPEL Process Manager
Native Human Business Web Services
Integrated
BPEL Workflow Rules Manager
Services
Environment Enterprise Service Bus
App Dev XSLT
Framework Adapters Routing Security
Transform
Application Server UDDI
B2B
J2EE, WS-*, Event Services Registry
Leverage Oracle Technology
Oracle Applications Adapter
• Oracle Adapter for Oracle Applications provides
comprehensive, bidirectional, multimodal,
synchronous, and asynchronous connectivity to
Oracle Applications
• Exposes Oracle Applications Integration Interfaces as
web services.
• Interfaces with IREP to expose only recommended
public integration interfaces.
Process, Integration and Events
Instant-Value Integrations
Initial Bulk Load
Transform
Load Extract
Siebel CRM Oracle Warehouse Oracle EBS
Builder
* Not required for OnDemand and i-Flex integration flows
Updates and Transactions
Fusion Middleware/BPEL Oracle EBS
Request/Reply Process
PeopleSoft
Transform CRM
XSL
Siebel CRM
Synchronization Process i-Flex
Common
Transform Transform
Object
G-Log
*SAP
Cross Reference Common Error
Oracle DB
Indexing Handling
*SAP connectors available now
Characteristics of an Enterprise
Application Multi Channel Architecture
Adaptive
Process, Integration
Portal and User Interface
and Events
Business Intelligence
Security
and Reporting
Personalization Lifecycle Management
Availability, Performance
Data Management
And Scalability
Leverage Oracle Technology
Oracle Identity & Access Management
• Access Control
• Single Sign-On
• Identity Federation
• Web Access Control
• Web Services Security*
• Identity Administration
• User, Role Management
• User Provisioning
• Identity Infrastructure
• Virtual Directory
• Directory
Leverage Oracle Technology
Oracle Database Security
• Oracle Advanced Security Option delivers state-of-the-art
• Data Encryption: Oracle Transparent Data Encryption (TDE)
• and Network Encryption
• Oracle Database Vault protects against insiders accessing data and
applications outside the scope of their responsibilities
• Oracle Audit Vault is a powerful enterprise-wide audit solution to
efficiently protect, consolidate, detect, monitor, manage, alert and
report on audit data for security auditing and compliance
• Oracle Label Security protects classified or confidential data with the
flexibility of row level restrictions
• Oracle Secure Backup provides encrypted tape backup for databases
and file systems
• Oracle Data Guard is one of the most effective and comprehensive
data availability, data protection and disaster recovery solutions
available today for enterprise data
• Oracle Real Application Clusters delivers Unparalleled High Availability
and Scalability features for the Foundation for Grid Computing
• …
Characteristics of an Enterprise
Application Multi Channel Architecture
Adaptive
Process, Integration
Portal and User Interface
and Events
Business Intelligence
Security
and Reporting
Personalization LifeCycle Management
Availability, Performance
Data Management
And Scalability
LifeCycle Management (LCM)
• Oracle E-Business Suite includes an integrated set of tools that
facilitate all stages of the application lifecycle, including
• Implementation,
• Management,
• Maintenance,
• And upgrade.
• Using E-Business Suite Built-in Tools like Rapid Install, iSetup,
Oracle Applications Manager (OAM) and AD Utilities.
• Leverage Oracle Technology
• Oracle Enterprise Manager Grid Control
LifeCycle Management (LCM)
Oracle Applications Manager (OAM)
• … a general purpose system management console
• Monitor and control system components
• Diagnose and resolve system issues
• Manage system configuration
• Streamline system maintenance
• … built directly into the E-Business Suite
• Included in Rapid Install and Maintenance Packs
• Configured by AutoConfig
• Runs in the E-Business Suite web server
Leverage Oracle Technology
Oracle Enterprise Manager Grid Control
Fusion Technology Delivered Today
• Grid Control will be the hub of
Oracle Fusion Applications LCM
• Provisioning
• Monitoring
• Administration
• Maintenance
• Upgrade
• Grid Control can be used today Grid
Control
to monitor and manage Oracle
Applications
• E-Business Suite Fusion Applications
• PeopleSoft Enterprise
• Siebel
Characteristics of an Enterprise
Application Multi Channel Architecture
Adaptive
Process, Integration
Portal and User Interface
and Events
Business Intelligence
Security
and Reporting
Personalization Lifecycle Management
Availability, Performance
Data Management
And Scalability
High Scalability & Availability
Architecture
Oracle Application Server Oracle Database
OC4J / Real
Web Oracle HTTP Forms Application
Cache Server Cluster
Browser Load
Client Balancer
Administration &
Monitoring
Summary Grid Control
Oracle Application Server Oracle Database
Materialized Views
Java Engine
Client Data Guard
Web Server: Apache
User Interface
Partitioning
BI & Reporting OLAP
HTTP/S
JDBC/SQL Net
Personalization Spatial
Business Event Grid
Excel Global Single
Add-In Data Model
Concurrent
Manager
Workflow
BPEL, BAM, ESB, … LDAP/SSO
Portal SOA & Identity Management
Services Integration Services
Services
Best Practice
Upgrade project
Within the upgrade project, there are several key areas of work that
begin with project definition and continue through the training of
personnel on the new solution.
A standard upgrade project can be divided into the following six phases:
1. Evaluation of the new release
2. Planning the upgrade (including development of a comprehensive
business case)
3. Technical upgrade (including conference room pilots/test rounds)
4. Functional testing (including conference room pilots/test rounds)
5. Training
6. Cutover to production
Oracle Consulting Services
- Top 10 Upgrade Best Practices
1. Determine Your Upgrade Path
• More recent releases have a direct upgrade path to the latest
release
2. Treat Your Upgrade Activity as a Formal Company Project
• Structured approach for managing the tasks, resolving issues, and
measuring progress is critical. Build a team with broad,
comprehensive skills
3. Prepare the Organization
• Proactively engage stakeholders to help prepare for the project and
the changes that will be experienced once deployed
4. Understand and Mitigate Project Risks
• Specific mitigation plans should be developed for high probability,
high impact risks
5. Inventory Your System
• Examine current business requirements and Inventory modifications
and determine what is still needed
Oracle Consulting Services
- Top 10 Upgrade Best Practices
6. Plan for Upgrade Architecture
• Accurate sizing information will help guide decisions to reuse existing hardware
and resources
7. Identify Custom Code and Scripting
• Identified customized interfaces, forms, and reports that will require additional
testing through the upgrade process
8. Optimize Training Processes
• Ensure project and support teams are proficient in the new technology
• Train users at an optimal timeframe will help resolve most issues early. Most
users prefer training proximate to going live on the new system
9. Secure User Buy-In
• End users must have good information about how the resulting solution will
impact their roles, whether the changes are functional, user interface, or
technical in nature
10. Go Live
• Go live checklist created earlier in the upgrade process should be leveraged to
verify that the success criteria have been achieved
• Set up sufficient support mechanisms to optimize early rollout experience
Scoping and Planning the Project
Example of Project Phases
System Architecture Projects
10.2.0.3 database upgrade
Technical Testing Build Test UAT
• Upgrade and • AIT module • End-to-end
Production
performance testing testing
Live
testing
• Load testing
Mid-tier OS upgrade & server refresh
Technical Testing Build Test UAT
Production
• Configuration and • AIT module testing • AIT regression Live (2
performance testing testing phases)
R12 Application Upgrade
Dev Testing Build Test UAT
• xBuild 7, 9, 13, 19 • Module testing • AIT – 12.0, RUP1; Business – RUP2, RUP3
• Extension / custom • Performance testing
dev Production
Technical Upgrade Timing Tests Live
Managing the Path to Production
Application Patching
• Change Control:
• Central Operations Group verifies change
approvals and completed regression testing
• Product and custom patches follow same
compliance guidelines and change promotion
paths
• Change implementation:
• Weekly maintenance windows in Build Test and
UAT (Tuesday, Friday)
• Patching team based in Bangalore can staff
maintenance windows 24x7
Preparing the System Architecture
Database Tier Pre-Requisites
• RDBMS upgrade project
• Role includes contributing to e-Business Suite certifications
• Goal to keep as current as possible
• Upgrade production every 12 – 18 months
• Storage project
• Pre-upgrade GSI size (11.5.10): 12.2 TB
• Upgrade requirements: 1.3 TB
Preparing the System Architecture
Disaster Recovery Considerations
Network / BigIP /
DNS (Manual)
Application
Code (Snap
Mirror
Database
(DataGuard)
• Verified upgrade archive generation rates during test upgrades
• Test ability to transport and apply logs at accelerated rates
• Archive logging disabled during production upgrade transition
Verifying Performance
R12 Performance Testing
• All significant architecture and technical
changes undergo performance
evaluation
• Performance compared:
Database upgrade
Mid-tier OS upgrade to OEL 4.0
Mid-tier server capacity analysis
XML Publisher report throughput
R12 upgrade timings
R12 run-time analyses
Issues and Lessons
Actions to Reduce Outage Downtime
• Separate database upgrade
• Separate mid-tier OS upgrade
• Complete recommended pre-upgrade application steps
• Create a ―Master‖ R12 APPLTOP
• Restart all database instances for CBO analyze
• Parallelize pre- and post-upgrade technical activities
where feasible
• Prioritize concurrent programs / requests which must
complete prior to system release (see product
documents)
Issues and Lessons
Keys to a Successful Upgrade
• Collaborative planning across all project
teams
• Build step-by-step transition plans for
each test round
• Complete architecture changes in
advance
• Isolate performance testing of each
architectural change
For More Information
―Case Study: Upgrading Oracle's Global Single Instance to
Oracle E-Business Release 12‖ (OOW S290715)
―Upgrading to E-Business Suite R12 Best Practices‖
(OOW S290708)
search.oracle.com
GSI Lessons
GSI Architecture
GSI Data Guard
or
oracle.com
Why upgrade
Why do You Want to Upgrade?
• Provides access to new functionality and software
applications that can help keep your organization well
positioned to meet your business objectives
• Facilitates regulatory compliance at a lower cost through
retiring customizations
• Allows you to leverage the latest usability enhancements
• Upgrading allows you to leverage the latest performance
and usability enhancements
• You may need to upgrade to remain eligible for the highest
levels of product support
• You may need to upgrade to remain eligible for tax and
regulatory updates for your applications
Why R12
• The Oracle E-Business Suite product has expanded
significantly in functionality, scalability,
usability, and reduced cost of ownership over the
past few releases, including dramatic leaps with the
recent Oracle E-Business Suite Release 12.
• It also includes information about future upgrade
options to the next generation of application
software currently branded as Oracle Fusion
Applications.
Why Upgrade?
Think Work Manage
Most Comprehensive Solution
The Global Business Release
Includes Over 2,350 New Capabilities
• 50% Industry Specific Capabilities
• 50% Cross-Industry Capabilities
– Sales & Marketing – Planning
– Finance – Procurement
– Human Resources – Manufacturing
– Projects – Logistics
– Contracts – Service
– Order Management – Maintenance
– Configurator – Product Lifecycle Mgmt
Includes 11 New Modules/Products
E-Business Suite Release 12 Momentum
4,100+ customers downloaded/ordered software
900+ customers actively engaging with Support
130+ early adopters working closely with Development
18 customer live on Release 12
As of October 23, 2007
<Insert Picture Here>
Executive Brief: EBS R12
October 2006
―In our opinion Oracle's EBS 12 is
a significant step forward in the integrated suite approach to
enterprise applications. The Suite is functionally rich and
serves the global enterprise well. As a tightly integrated
suite of products, businesses will realize significant gains
from the interoperability of the suite environment.‖
Why Upgrade
Straight Talk from Customers
“We have 60 sets of books and see tremendous efficiencies with running
processes across these sets of books using Ledger Sets.”
“Ability to issue one payment instruction to the bank for payments of invoices
in multiple operating units was viewed as a huge benefit from the user
community.”
“Multi-Org Access Control (MOAC) will definitely reduce the workload and the
number of people performing process related tasks. The users are very excited
and the benefits of MOAC were readily visible to them.”
“The ability to access multiple operating units with a single responsibility can
simplify SOX compliance monitoring.”
“The functionality offered with Advanced Global Intercompany System (AGIS),
specifically the creation of physical invoices to be created for I/C transactions in
Payables and Receivables eliminates many customizations in this area.”
“Centralization of subledger accounting rules would minimize set up and
maintenance, providing greater financial control, and enforcing a consistent
approach for true global accounting.”
“Banks, taxes, payments, and accounting – everything that becomes centralized
will bring tremendous efficiencies to our organization.”
Why Upgrade
Straight Talk from Partners
―The new financials architecture will enable our joint clients to work globally to be
more competitive, think globally to make the right decisions, and manage
globally to lower cost and increase performance.‖
-- Brian A. Mitchell, IBM Global Business Services Worldwide and
Americas Oracle Practice Lead Executive
―Oracle continues to invest in a better user experience in E-Business Suite
Financials Release 12—from centralized accounting, tax and supplier
maintenance to a new user interface.‖
-- Sean Malinski, Accenture Partner, Global
Business Solutions - Oracle Practice
―IBM found the Oracle E-Business Suite Release12 to be rich in the functionality
that our clients need to succeed in today's business world.‖
-- Brian A. Mitchell, IBM Global Business Services Worldwide and
Americas Oracle Practice Lead Executive
Financials Release 12
The Global Business Release
WORK GLOBALLY THINK GLOBALLY MANAGE GLOBALLY
To Be More Competitive To Make the Right Decisions To Lower Cost & Increase
Performance
Work better across applications, Achieve global view of customer, Implement, manage, and scale
divisions, and regions supplier, partner & operations global applications easier
• Flexible, centralized, • Truly integrated • Integration with core
global accounting performance industry applications
structure management • Self-service report
• 300+ enhancements to • Real-time profitability formats and publication
best practice business analysis • Superior ownership
processes • Unified financial and experience
• Comprehensive operational analytic
governance, risk and applications
compliance platform
More Information Available to You
Accelerate your evaluation and planning
Oracle.com MetaLink: E-Business Suite R12
Information Center
http://www.oracle.com/ Alerts, Announcements, Documentation, Online
For collateral, webcasts, podcasts, Training (TOIs), Installation and Upgrade
partner network, solutions catalog, and more
http://search.oracle.com
Oracle University MetaLink: Advisor Webcast Program
Instructor-led Training Starting May 2007 50+ Live Webcasts on Release 12
MetaLink / Knowledge / Tools and Training / Training
(Web Seminars)
Implementation Services to Assist You
Accelerate your upgrade or implementation
Consulting Organization EBS Release 12 Readiness
• Training started fall 2006 for all global
Oracle Consulting regions, with expanded rollout within
organizations since that time
• Training started fall 2006, with rollout within
Global System Integrators (12)
their organizations since that time
• Trained by regions with good coverage by
Larger Partner Community (1200+)
mid-2007
Unique, customer focused strategy
EBS 12 EBS 12.1 EBS 12.x
Enterprise 9 Enterprise 9.1 Enterprise 9.x
EnterpriseOne 8.12 World A9.1 EnterpriseOne 9.0 World A9.x
Siebel 8 Siebel 8.1 Siebel 8.2
FUSION
Customers continue to get innovation in existing release and choose
when they are ready to move to next generation technology.
Oppsummering
• 11.5.10 unlimited support
• Velprøvd versjon
• Funksjonslitetsmessig høyt oppe på mange moduler
• Mye erfaring hos consulting og partnere
• R12 drivere
• Globalisering og konsoliderings behov
• Mye ny funksjonalitet (300+ New Features)
• Nye produkter inkludert (Demantra, Glog, teknologiprodukter)
• Forbedret rapportering og Business intelligens
• SOA og integrasjonsbehov (ie. Siebel, JDE, SAP)
• Teknologi stacken nærmere framtidas plattform FUSION
• 23 % raskere på ski????
QUESTIONS
ANSWERS
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