1 Maintenance Wizard NorCal OAUG Training Day – January 17, 2008 David Warhoe Customer Support Manager Customer Support Education

2 Agenda Db 9.2 and Lifetime Support Policy Maintenance Wizard Defined Key Features and Benefits Demonstration: Usage Benefit Recap: Capabilities Version 2.x Technical Aspects Reference Documentation Demonstration: MetaLink Support Procedure Customer Support Management Team Q&A

3 Oracle Database Releases ReleaseGA GatePremier Support Ends Extended Support Ends Sustaining Support Ends DB 9.2Jul 2002Jul 2007Jul 2010Indefinite DB 10.1Jan 2004Jan 2009Jan 2012Indefinite DB 10.2Jul 2005Jul 2010Jul 2013Indefinite BEFORE 2 options Same Cost Extra Cost Lifetime Support Policy db 9.2

4 DB 9.2 Extended Support Details Extended Support fee waived for period Aug 1 st, 2007 to Jul 31 st, Access to Fixes and Critical Patch Updates (CPUs) during the first year of Extended Support at no additional cost. - CPUs will be offered only to customers with ES license. 20% extra support fees in years 2/3. Patch Set will be the last patch set available for Oracle9i Database Release 9.2. Effective August 1, 2007 all CPUs and Fixes will be created against the code line.

5 10g Upgrade Companion Intended to help you with upgrading from 9i to 10g. It is not an automated tool but rather seeks to provide guidance on pre-upgrade, upgrade, and post-upgrade steps. Is not a replacement of the 10g Upgrade Guide. It is strongly recommended that you read the 10g Upgrade Guide in addition to using this companion doc. Updated as new content becomes available. Accessed from Metalink with Note#

6 10g Upgrade Companion

7 Maintenance Wizard Defined Maintenance Wizard is a self-service tool that guides customers in a methodical and repeatable way through the upgrade process. It is provided FREE for Oracle Applications customers who have a standard Product Services contract with Oracle.

8 Maintenance Wizard Key Features and Benefits Overall complete upgrade process management Step by step assistance through the upgrade process Step automation and customization Critical patch identification to prevent accidental omission Applications upgrade specifics Full TUMS integration Automated analysis of patch levels and dynamic reconfiguration of required steps Automated determination of steps based on products installed and versions

9 Maintenance Wizard Key Features and Benefits Database upgrade specifics Includes all steps that must be run before and after the execution of the DBUA (for example, converting from using rollback segments to using System Managed Undo and gathering schema statistics) Keeps everything in one place and prevents having to jump from document to document to complete the DB upgrade Includes the interoperability steps necessary to have 11i operate property with the new version of the database

10 Oracle Application and/or Database Upgrade Maintenance Pack Assistant – customers to Upgrade Assistant –10.7 or 11.0 customers to Upgrade Assistant –10.7 or 11.0 customers to Applications Database Upgrade Assistant 9i –8i Apps database customers to 9i Applications Database Upgrade Assistant 10g –8i or 9i Apps database customers to 10g Upgrade Assistant R12 (available now) –11i to R12 Features At A Glance Live Patching Customizable Step Logging Multi-User Multi-Project Multi-System Secured Remote Access Multi-Tier Platform Multi-Components Maintenance Wizard Capabilities

11 Sun Solaris HP AIX Linux TRU-64 Features At A Glance Live Patching Customizable Step Logging Multi-User Multi-Project Multi-System Secured Remote Access Multi-Tier Platform Multi-Components Maintenance Wizard Capabilities

12 Remote Shell (RSH) Secured Shell (SSH) Features At A Glance Live Patching Customizable Step Logging Multi-User Multi-Project Multi-System Secured Remote Access Multi-Tier Platform Multi-Components Maintenance Wizard Capabilities

13 Multiple configurations can be defined, representing: Production environments Test systems Development systems Features At A Glance Live Patching Customizable Step Logging Multi-User Multi-Project Multi-System Secured Remote Access Multi-Tier Platform Multi-Components Maintenance Wizard Capabilities

14 Test Upgrade Test Apps/DB Upgrade Production Upgrade Features At A Glance Live Patching Customizable Step Logging Multi-User Multi-Project Multi-System Secured Remote Access Multi-Tier Platform Multi-Components Maintenance Wizard Capabilities

15 Roles: System Administrator Project Administrator Engineer Features At A Glance Live Patching Customizable Step Logging Multi-User Multi-Project Multi-System Secured Remote Access Multi-Tier Platform Multi-Components Maintenance Wizard Capabilities

16 Steps can be automated Log record for each step Progress Report Historical Data Timing Report Features At A Glance Live Patching Customizable Step Logging Multi-User Multi-Project Multi-System Secured Remote Access Multi-Tier Platform Multi-Components Maintenance Wizard Capabilities

17 Customizable Add steps based on requirements Can be automated as well Features At A Glance Live Patching Customizable Step Logging Multi-User Multi-Project Multi-System Secured Remote Access Multi-Tier Platform Multi-Components Maintenance Wizard Capabilities

18 Automatic LivePatch from MetaLink Live Update project by project or all Refresh instance from another instance Features At A Glance Live Patching Customizable Step Logging Multi-User Multi-Project Multi-System Secured Remote Access Multi-Tier Platform Multi-Components Maintenance Wizard Capabilities

19 Maintenance Wizard USAGE DEMONSTRATION

20 Maintenance Wizard Sysadmin System Admin – Configuration Tasks Define Customers and Projects Update Maintenance Wizard Versions Project and User Reports

21 Maintenance Wizard Sysadmin System Admin – User Admin Tasks Add and Edit Users Assign Project and System Admins View Users

22 Maintenance Wizard Project Admin Project Admin – Define Nodes Add Nodes to be upgraded Can do manually, copy from existing project or read from AutoConfig file

23 Maintenance Wizard Project Admin Project Admin – Define Nodes Configuration Complete message when Nodes are all defined properly

24 Maintenance Wizard Project Admin Project Admin – Assign Engineers Assign Engineers to Project Steps to be completed by the Engineer Can assign Development (Customization), OS Command Access and SQL Query Access

25 Maintenance Wizard Project Admin Project Admin – Reports Can Monitor Logins by others using the system Also have reports to view Node Configurations and Engineer Assignments

26 Maintenance Wizard Engineer Engineer - Process Steps Engineer sees steps assigned to them, in the order in which they should be completed Comments, Audit/Log files attached to each step Easy to understand icons to show each step’s status

27 Maintenance Wizard Engineer Engineer - Process Steps – Help Links Maintenance Wizard Overview Oracle Applications User Guide Release Notes Maintenance Procedures Maintenance Utilities Feedback mechanism to Oracle on the Maintenance Wizard product itself Maintenance Wizard Forum

28 Maintenance Wizard Engineer Engineer - Utilities – Trouble Shooting Help Metalink Search for Known Issues Access E-Business Suite Diagnostics to verify Setups Support Collection Templates to help reduce Resolution Times when logging a Service Request via MetaLink

29 Maintenance Wizard Engineer Engineer - Utilities Run SQL Commands directly from the Maintenance Wizard tool

30 Maintenance Wizard Engineer Engineer - Utilities Run OS Commands directly from the Maintenance Wizard tool

31 Maintenance Wizard Engineer Engineer - Customize Add to the Project Plan at any level – Categories to Steps Can add Scripts to be run when executing Steps Custom Steps can be saved in the plan and reused in future upgrades (I.E. Upgrade Test Instance, then Upgrade Production)

32 Upgrade Procedure Hierarchy All maintenance procedures are organized into a hierarchy of categories, product families, tasks, steps, and substeps: Categories represent major groupings of tasks and steps that must be completed during the project. These categories often correspond to chapters in the source documentation. Product Families are broad groupings of tasks and steps related to a particular category of the project. Typically, Product Families relate to groups of related products or aspects of the project such as Database Upgrade steps. Tasks are specific groupings of related activities, often associated to a specific Applications module. Steps are the actions that must be completed during the project. Each step includes one or more of the following substeps : 1.Setup 2.Execute (always present) 3.Validate

33 Version 2.x Path to upgrade Apps to R12 and Apps Database to 10g Runs on RDBMS and iAS 10g Easier project setup using AutoConfig data Enhanced audit screen Multiple System Administrators permitted Multiple Project Administrators permitted New integrated troubleshooting screens Access to E-Biz Suite Diagnostics from tool New Search of MetaLink for Knowledge Base updates Support Collection Templates for Service Requests Remote SQL and O/S access via MW Currently Available via MetaLink

34 Maintenance Wizard Release Overview Five Upgrade Paths Available 1.Upgrade Asst Upgrade Asst Maint Pack Asst Apps DB Upgrade 9i 5.Apps DB Upgrade 10g Must set up a 9i ORACLE_HOME for use by the RDBMS and iAS Apps Upgrade to 11i DB Upgrade to 9i or 10g Release 1.X Currently Available Two Upgrade Paths Available 1.Upgrade Asst R12 2.Apps DB Upgrade 10g Must set up 2 10G Oracle Homes One for use by RDBMS and separate one for iAS Upgrade to Release 12 DB Upgrade to 10g Release 2. X Currently Available

35 Maintenance Wizard Installation Set up a shell. You must set up either remote shell (rsh/remsh) or secured shell (ssh). The tool will not work without having at least one of these shells successfully configured. For release 1.x, Install a new standalone Oracle 9i ORACLE_HOME for use by the Maintenance Wizard. The Maintenance Wizard version 1.x requires Oracle RDBMS 9i with iAS ( ). This is the ONLY VERSION of the RDBMS which is certified to work with the MW. In addition, we recommend that you do not attempt to "re-use" an existing 9i database. For release 2.x, Install a new standalone Oracle 10g ORACLE_HOME for use by the Maintenance Wizard. The Maintenance Wizard version 2.x requires a 10g Oracle_Home for RDBMS and iAS (Two Separate Oracle Homes) NOTE: You CANNOT use the same database that the Applications are running in. The tool must be installed in a separate database from the Applications.

36 Maintenance Wizard Installation Download and install the latest version of the FULL Maintenance Wizard from Note Download and install the latest version of LIVEPATCH from Note Complete details are described in note

37 Maintenance Wizard Reference Documentation Maintenance Wizard User Guide How to Install the Maintenance Wizard How to Perform a LivePatch Maintenance Wizard FAQ Maintenance Wizard Scripting Language Master Reference List for Maintenance Wizard Note

38 Maintenance Wizard Reference Documentation Maintenance Wizard User Guide How to Install the Maintenance Wizard How to Perform a LivePatch Maintenance Wizard FAQ Maintenance Wizard Scripting Language Document describing how to set up and use Maintenance Wizard Master Reference List for Maintenance Wizard Note

39 Maintenance Wizard Reference Documentation Maintenance Wizard User Guide How to Install the Maintenance Wizard How to Perform a LivePatch Maintenance Wizard FAQ Maintenance Wizard Scripting Language Document describing how to set up and use Maintenance Wizard Detailed instructions on how to install Maintenance Wizard Detailed instructions how to execute Support Diagnostics Solutions to known issues and answers to frequently asked questions Master Reference List for Maintenance Wizard Note

40 Maintenance Wizard Reference Documentation Maintenance Wizard User Guide How to Install the Maintenance Wizard How to Perform a LivePatch Maintenance Wizard FAQ Maintenance Wizard Scripting Language Document describing how to set up and use Maintenance Wizard Detailed instructions on how to install Maintenance Wizard Detailed instructions how to upgrade current version of Maintenance Wizard via LivePatch Master Reference List for Maintenance Wizard Note

41 Maintenance Wizard Reference Documentation Maintenance Wizard User Guide How to Install the Maintenance Wizard How to Perform a LivePatch Maintenance Wizard FAQ Maintenance Wizard Scripting Language Document describing how to set up and use Maintenance Wizard Detailed instructions on how to install Maintenance Wizard Detailed instructions how to upgrade current version of Maintenance Wizard via LivePatch Solutions to known issues and answers to frequently asked questions Master Reference List for Maintenance Wizard Note

42 Maintenance Wizard Reference Documentation Maintenance Wizard User Guide How to Install the Maintenance Wizard How to Perform a LivePatch Maintenance Wizard FAQ Maintenance Wizard Scripting Language Document describing how to set up and use Maintenance Wizard Detailed instructions on how to install Maintenance Wizard Detailed instructions how to upgrade current version of Maintenance Wizard via LivePatch Solutions to known issues and answers to frequently asked questions Description of scripting variables and guidelines to create and edit your own scripts Master Reference List for Maintenance Wizard Note

43 Maintenance Wizard METALINK DEMONSTRATION

44 Maintenance Wizard MetaLink MetaLink - Navigation Knowledge Tab Knowledge Browser Maintenance Wizard under Tools and Training

45 Maintenance Wizard MetaLink MetaLink – Installation Instructions Overview and Downloads Step By Step Installation Instructions Maintenance Wizard User Guide Link FAQ

46 Maintenance Wizard MetaLink Above: Maintenance Wizard FAQ - Constantly Being Updated Below: Links to the Maintenance Wizard Forum and Feedback

47 Maintenance Wizard Support Procedure Maintenance Wizard is supported the same way as any other Oracle product In case of any installation / execution issue, log a Service Request: Product = Maintenance Wizard

48 For More Information Maintenance Wizard or oracle.com Maintenance Wizard Forum m.jspa?forumID=351

49 CSM Outbound Team Delivery Options One-on-one customer meetings and web casts Support web casts – targeting a core customer audience Regularly scheduled free internet seminars Regional Support Education Workshops User Groups, SIGs, RUGs, etc. Value to you Following attendance at one of our presentations, customers have experienced, on average: Up to a 40% reduction in volume of new Service Requests As much as a 70% reduction in issues requiring further escalation A 10% increase in overall Customer Satisfaction

50 Contact the Customer Support Management team for FREE! training on Maintenance Wizard and other invaluable support tools

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