1. November 18
EnterpriseOne Upgrade: Considerations and Tips Stress-free JD Edwards 2014 Nigel Sanders - Differentia Consulting
November 18
Copyright Differentia Consulting Ltd. 2002
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2. …introduction to Differentia Consulting
Independent consulting firm, specialising in JD Edwards and QlikView
Ex KPMG and JDE Consulting
Oracle JD Edwards partner since formation in 2002
Providing a full service for both JD Edwards and QlikView
Consulting / applications development
Software licences
Training
Applications and technical support
Technical architecture / hardware sizing
Specialised CNC capability - we have a very strong CNC team, UK based
Complementary solutions
November 18
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3. Agile Budgeting and Planning
Location Analysis
NPrinting
Mobile
Predictive Analytics
Meta-Data Management
Business Intelligence
with a difference
Simplicity, Association, Speed
Templates for JD Edwards
… Seeing is Believing
...our solutions
JD Edwards EnterpriseOne
JD Edwards World
Magic xpi Integration
Magic xpa Rapid
Application Development
Application to Application
Business to Business
Process to Process
Manage and Transform
with Process Management
Capture, analyse and communicate
common business processes
Reduce time, effort and cost to
deliver process management
Training, Proficiency
and Performance
Considerable cost savings
Deliver training before live systems!
Lower Help Desk overheads
Adhere to best practices
Enterprise Content Management
Document Management
Workhlow
Purchase to Pay automation
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4. …objectives for today
Differentia Consulting have been engaged this year in a number of successful upgrade projects:-
E9.1 from most releases including World, Xe, ERP8, 8.10, 8.11SP1
The purpose of this presentation is to consolidate and share some of that experience, based on real customer projects, in particular:
Technical planning including applications and infrastructure
Upgrade tools
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5. …planning There is no such thing as a standard upgrade!
Every implementation will have some level of customisation
Objects, Versions, Overrides, Security, Task Views , interfaces etc
EnterpriseOne platform changes - database
Upgrade processes vary from release and platform depending on:-
Platform and release combinations (database, Unicode etc)
Data volumes and quality
Levels of customisation
Level of changes and affects on business processes
Standard Oracle upgrade tools have lots of options to cope with this
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6. …things to watch out for and consider
Build an upgrade Environment infrastructure
Don't use standard Environments (i.e. Development)
Make sure all Environments are code-current (especially Pristine)
Support for on-going TC in order execute multiple times
Check all modified Objects have the correct system codes
Custom Objects must be coded with both System Reporting Code (alias SYR) and System Code (alias SY) in the custom range of 55-59
Merge Flags must be set so that the Objects will be marked to be merged into the new release
Third-party use of customised System Codes
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7. …things to watch out for and consider
Effects of the upgrade process on XJDE and ZJDE Versions
XJDE Versions nothing merges
ZJDE Versions specifications do not merge whilst PO changes do
Check/report on Processing Options to understand
Running the upgrade Workbenches multiple times
Initial Tasks (System, Release)
Control Tables (Data Dictionary, Tasks etc)
Specification Merges (Central Objects, Versions)
Table Conversion (Business Data, reset, temporary tables)
Knowledge, understanding and control
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8. …things to watch out for and consider
Ensure that the upgrade processes run within the available time window
Biggest head-ache for many customers
Consider an archive and purge strategy prior to release upgrade?
If not, temporary table archiving
Manage and plan (understand) the Table Conversion Workbench process
Avoid any TC duplicate processes (e.g. index generation on large tables)
Overall, there are many things to watch out for depending on the release and the platforms that are being upgraded!
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9. …technical infrastructure planning recommendations
‘Inventory’ of your current system
Application customisations, interfaces, hardware, network, 3rd party products
Carry out a functional and technical health check
Data volumes and integrity, security, resilience
Evaluate and understand the changes in system architecture
Web based architecture, affects of Unicode, forms and middleware options, system tools
Fully review the platform options
Impacts of a technology refresh, storage, virtualisation
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10. …tools available Oracle Technical Catalog (OTC)
Review EnterpriseOne data models (schemas)
Review detailed Table Conversion documentation
Review Object changes by feature
Review Business Services (BSSV), Real Time Events (RTE) and Batch (Z) interfaces
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11. …tools available
Customization Object and Application Configuration Analyzer
Available with Tool Release 9.1.2
COA evaluates Objects such as applications, reports, Business Functions and Business Views
ACA compares two Environments and reports on the differences in UDCs, Processing Options, and Versions
Previous releases (i.e. Xe) require ESUs to evaluate
Third-party custom object analysis
Change Assistant (updates)
Impact Analysis
Visual Comparison Tools
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12. …conclusions As always - planning and understanding is key to success!
Learn from others who have done it before and available resources
Other JD Edwards users
On-line Oracle resources –
Your consulting partner
No upgrade is standard nor the same
Additional platforms, variants and options
Many hidden pitfalls in the management of objects and data throughout the duration of the upgrade lifecycle
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13. …how can we help you to get started?
Client focused upgrade workshops
Focus on specific client issues
Technical infrastructure review and planning
Improvement areas
Outline project plan
Budgetary costs, resources and timescale estimates
Pre-upgrade technical readiness assessments & health checks
Business case development
Business process design based on our JDE best practices
Data cleansing including archiving and purging
Improved upgrade lifecycle with business performance analytics and reporting using QlikView JDE templates
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