1. Oracle Software Configuration Manager Delivering Configuration Management As A Service William Toms - william.toms@oracle.com Senior Customer Support Manager - Outbound Team

2. 2 Agenda What is the Software Configuration Manager? Review the benefits,features and functionality SCM Interface Software Configuration Manager and Oracle Enterprise Manager What customers are saying about SCM

3. 3 Software Configuration Manager A MetaLink capability that automates configuration information exchange between Oracle and our customers enabling faster resolution and proactive detection of customer issues. Software Configuration Manager utilizes core configuration management capabilities available from Oracle Enterprise Manager and provides: The ability to define configurations and organize projects A view of Configuration details and changes Improved Service Request tracking and submission Proactive problem avoidance with HealthChecks Proactive Product and Security Alerts What is it?

4. 4 Software Configuration Manager Extending Enterprise Manager to Premier Support Customer Configuration Repository Secure & Maintained At Oracle Auto Collection Software Configuration Manager MetaLink Portal Store Discover Customer Interface Support Interface Enterprise Manager Targeted Knowledge Usage & Inventory Reports Service Request Management System Health Personalized Dashboard Auto Collection Oracle Configuration Manager

5. 5 OCM Covers the Oracle Technology Stack Windows IBM AIX (64 bit) HPUX (64 bit) Linux Sun SPARC Solaris Database 8.1.7 & higher Application Server 9.0.3 & higher Collaboration Suite 10.1.0.2 & higher SupportedPlatforms SupportedSoftware Collaboration Suite 10.1.0.2 & higher E-Business Suite 11.5.1 & higher Future Supported Software: PeopleSoft Siebel

6. 6 Oracle Configuration Manager What Data is Collected? Captures information about: Host Oracle Software and Patches E-Business Suite Patches Database and iAS Patches Third party software inventory Access to this data is limited by: Hardware System Software Oracle Product Information Collected data does not include: Business Transactions Passwords Control Sensitive Information

7. 7 Oracle Configuration Manager The Four C’s Configuration Collector (at Customer) Collector deployed into each Oracle Home Allows configuration information to be collected and uploaded directly from the customer site Collector is auto-updating Uploads initiated by collector over a secure pipe Centralized repository (at Oracle) Contains the customer configuration information Can be leveraged to provide: Health checks Patch advice Inventory and usage Content Server (at Oracle) Acts as publisher of revised configuration collector content for download by the collector. Connection with Metalink (at Oracle) Allow customers to log SRs referencing the uploads configurations Allow customers to view their configuration details

8. 8 Support HTTPS Customer Site Simple install/ command UI Knowledge Management Proxy Server OCM: Architecture MetaLink SCM Config View Oracle CCR

9. 9 Client-Side Architecture Customer Configuration Repository Content Servers Scheduler Collector Host Collection Database Collection 3 rd Party Collection PL/SQL Collector Config Data Oracle Config Data Software Updates 1 2 3 4 Collection Cycle* 1.Launch collector 2.Check for update 3.Discover,collect 4.Upload to Oracle *On demand or scheduled

10. 10 Configurations Security and Privacy Concerns Customers see the same data as Oracle Primary access is by Oracle Product Support Data is used by Product Support to improve the customer level of service Data collected is hardware, system software, and Oracle product information Data does not include business transactions, passwords, or control sensitive information

11. 11 Disconnected Mode Collection One Collector…Two Collection Modes…Same SCM Capability Customers have choice of collection mode Use same OCM collector in Disconnected Mode to create configurations on machines not connected to internet. Configurations created in Disconnected Mode are the same content as ones created in connected mode. MetaLink viewing and usage of configurations is same in both collection modes. What’s Different ? OCM and RDA integration provides mechanism for uploading both diagnostic and configuration information as attachment to an SR Customer transports disconnected mode collections to a machine that is connected to the internet and attaches disconnected mode collections to an SR – similar user experience to attaching RDA output to an SR

12. 12 What is a configuration? Configurations are named collections of hardware, software, and operating system running on a machine

13. 13 Introduction to Software Configuration Manager Version 2 What’s Changed

14. 14 Software Configuration Manager: What and Why? Objective: Using configuration information to present “What do I need to know, and what do I need to do?” Provides: User Personalization Based on preferences, behavior, history, interests, and role Enables customized recommendations Configuration Personalization Based on the environment, configuration and change history Ability to convey what is used Enables problem prevention and knowledge matching Problem Personalization Based on product, problem signature and context Enables precise and/or guided knowledge retrieval

15. 15 Software Configuration Manager: Features and Benefits Rich interactive experience Drag and drop, customization, context-sensitive menus, live data updates, advanced charting, more Advice Best practices, summary-level and detailed Health checks Patch alerts Dashboard views Single contextual views for Inventory, Advice, SRs, Related News, Headlines Live Reporting Understand inventory, usage and deployments, service requests, etc.

16. 16 SCM v2: Terminology System: equivalent to a configuration Region: the portlet-like sections of the main dashboard IE: Configurations, Service Requests, System Health, etc. Collector: aka Oracle Configuration Manager (OCM), which collects and uploads the configuration data Favorites: equivalent to bookmarks

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18. …IT’S THE USER EXPERIENCE THAT’S NEW Software Configuration Manager Dashboard Targeted Knowledge based on specific customer configuration Service Request Personalize View Based On “What Do I Need To Do” Graphical View of System Health and Critical Patches Based on Customer Environment Graphical View of Inventory and Usage Quick Access to Tips and Tricks and Many more customizable drop in regions Page and Regions Refreshed Dynamically Real-Time Configurations and Favorites Prioritize Based On Which System Configuration Have Critical Issues Needing Attention Manage your projects at a glance

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20. 20 Supported on a variety of different platforms

21. 21 Demonstration

22. 22 Main Dashboard

23. 23 Detailed Configuration

24. 24 Configuration Dashboard View

25. 25 Configuration Dashboard View of the Host

26. 26 Main Dashboard –Customizations

27. 27 Configuration Dashboard – Associated Service Requests

28. 28 Viewing a Service Request

29. 29 Projects Region

30. 30 Project Dashboard

31. 31 Dashboard – Knowledge Based and Headlines

32. 32 System Health –Health Checks and Patch Advice

33. 33 System Health Dashboard

34. 34 Inventory and Usage Region

35. 35 Getting Started Region

36. 36 Reports Home Page

37. 37 Inventory and Usage - Details Page

38. 38 To change from graphical view Inventory and Usage - Details Page for Database version

39. 39 Supported on a variety of different platforms

40. 40 Healthcheck Summary - Available Today

41. 41 Software Configuration Manager …an essential upgrade support capability Prepare to Upgrade Execute Upgrade Optimize System Health Software Configuration Manager Use these proactive, automated configuration support capabilities to help you upgrade with confidence. Track SR’s for each phase using your Upgrade Project View previous known stable configuration using Prior Snapshot (Future Release) View all changes that happened on any day in a selected timeframe using Change History (Future Release) Track changes daily with automated configuration uploads View Proactive Security and General Alerts specific to your configuration Optimize configuration performance with Health Checks Start your upgrade knowing that your current configuration(s) are well-documented and archived. SCM tells you the exact patch levels of the key data base, middleware, and/or application software components and advises which patches should be applied to each before executing an upgrade. Use your Upgrade Project to track configuration changes and service requests created as you promote your upgrade through development, test and production phases. SCM maintains history of changes on a daily basis. Continue to maintain your configurations at optimum performance using SCM Health Checks and Proactive Alerts to prevent problems from occurring. New Health Checks are continuously added based on Support Best Practices. Install OCM collector automatic discovery,collect,upload View detailed configuration(s) showing patch recommendations and proactive alerts Create an Upgrade Project to associate configurations and related service requests to the Upgrade project.

42. 42 MetaLink Knowledge Browser Look Under “Tools and Training”, or go to MetaLink Note 421295.1

43. 43 Software Configuration Manager Oracle Configuration Manager and Oracle Enterprise Manager You do not need to install Enterprise Manager (EM) in order to use the Oracle Configuration Manager. If EM Agent is already installed, you may also install the Oracle Configuration Manager EM and Oracle Configuration Manager send data to different repositories: Enterprise Manager sends to EM Repository, Oracle Configuration Manager sends to Customer Configuration Repository at Oracle Support. To manage your Oracle system with EM and also send Configuration data back to Software Configuration Managerin MetaLink, each must be installed on the system.

44. 44 Software Configuration Manager If you need Support - how to create a SR for SCM/OCM Select Type of Problem “Software Configuration Manager”

45. 45 Software Configuration Manager MetaLink Forum for SCM Use SCM Forum for General Questions regarding SCM Hints & Tips Before logging a Service Request

46. 46 VALUE A powerful new Premier Support capability that provides a dramatically simpler way for Oracle customers to manage their Oracle environment Simplified configuration management Faster problem resolution Proactive issue notification Optimized performance BETTER RESULTS 30% Reduction Service Request Log Time 20% Faster Response Time to Service Requests 40% Faster Issue Resolution 25% Problem Avoidance with Alerts and HealthChecks Software Configuration Manager

47. 47 What Customers are saying about SCMv2… “This is exactly what I need, a customer definable view versus today's Oracle centric view” * Quotes from SCMv2 Beta customer feedback “The new interface for Metalink SCM is very refined and personalized and allows me to quickly find what I need to do.” “With CMS’s personalized dashboard, I like the fact that I can quickly drill into my service requests, patch advice, system health checks or knowledge base solutions and immediately get the information I am looking for.” “We like the tighter integration with Oracle Enterprise Manager for Health Checks and Patch Advice”

48. 48 2007 STAR Awards “Best Practices” Best Value-Added Support

49. 49 A Q &

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