EBS Maintenance Best Practices

1
Copyright 2011, Oracle and/or its affiliates. All rights reserved.
Confidential Oracle Internal
Best Practices for Maintaining Oracle EBusiness Suite 12

Presenting with
Ron Brown, Yuko Saito and Dr. Patricia Dues

2 Copyright 2011, Oracle and/or its affiliates. All rights reserved.
October 5, 2011
Program Agenda
Patching Upgrading Monitoring Diagnosing Searching Participating Q&A
Patching
Q&A Upgrading
Participating
Monitoring
Searching
Diagnosing
Patching and Maintenance Advisor Overview

Note 313.1 (launched May 2011)
Part of the Lifecycle Advisors (Note 250.1), Oracles recommended approach and best practices to completing a specific task end-to-end Designed to guide you through patching and maintenance activities and assist you in developing a patching and maintenance strategy Updated regularly and consolidates relevant information from various sources (knowledge base, documentation, training, etc) Introduces tools and concepts to build an efficient and robust patching plan Each phase has a consistent layout with goals, expected outcomes or deliverables, focus areas, and target audiences
Evaluate Plan Test Implement
EBS Patching - Evaluate
Evaluate
Evaluate
Plan
Test
Implement
2009 Oracle Corporation Proprietary and Confidential
EBS Patching - Evaluate

1. 2. 3.
Best Practices for EBS patching priority

Apply the latest EBS Release Update Pack (e.g. 12.1.3) Apply the latest EBS family packs and all patches on the Recommended Patch List (RPL), including ATG Release Update Packs, AutoConfig updates, etc. Upgrade all Technology Stack components to the latest certified levels (e.g. Database 11.2.0.2, Forms 10.1.2.3, OC4J 10.1.3.5, Oracle Internet Directory 11.1.1.3) Apply the latest Critical Patch Updates (CPUs) <Optional> Apply the latest Database Patchset Updates (PSUs) and any related EBS Interoperability patches Apply any specific one-off and interim patches only if they are absolutely required. This rule of thumb applies to both EBS and Technology Stack component patches. Rather than applying one-offs in non-critical situations, it is a better practice to wait for patches to be rolled into the patch types (RUPs, CPUS, etc.) listed above
4. 5. 6.
Evaluate
Evaluate
Plan
Test
Implement
EBS Patching - Plan
Plan
EBS Patching - Test
Test
EBS Patching - Implement
Implement
Evaluate
Plan
Test
Implement
Patch Wizard
Proactive Patching and Impact Analysis
Part of Oracle Applications Manager (OAM)
Navigation: Oracle Applications Manager > Patching and Utilities > Patch Wizard
Identifies recommended EBS patches for your current code level Determines the status of the patch Conducts an automatic patch impact analysis Analyze Specific Patch process Provides an alert for changes on customized files (flagged files)
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Patch Wizard Identifying Recommended Patches
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Patch Wizard Impact Analysis Summary
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Patch Wizard Impact Analysis Details
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Patch Wizard Analyze Specific Patches
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Patch Wizard Resources

Documentation: R11i: Oracle Applications Maintenance Utilities R12: Oracle E-Business Suite Patching Procedures Additional Information Patch Wizard Utility (Note976188.1) Patch Wizard FAQ (Note976688.1) Patch Wizard Training Videos (Note1085668.1) Patch Wizard Overview Videos (Note1210479.1) New ARU Access Protocol Requires Patches for Patch Wizard in Oracle E-Business Suite... (Note 1267768.1) To log a Patch Wizard SR Product: Oracle Application Manager Problem Category: Application Manager (OAM) Issues
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Program Agenda
Patching
Q&A
Upgrading
Participating
Monitoring
Searching
Diagnosing
Upgrade Lifecycle Advisor

Different Advisor for each product Consistent layout Consistent phases Content differs for each product Multimedia offerings No actual upgrade activities performed by advisor
Note 269.1 - Upgrade Advisor: E-Business Suite (EBS) Technology Stack Upgrade from 11.5.10.2 to 12.1.3
Evaluate
Plan
Congure
Test
Implement
Accept
17
Tech Stack Upgrade - Evaluate
Evaluate
Evaluate
Plan
Congure
Test
Implement
Accept
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Plan and Practice for Success

Document and Validate your Plan
Use Advisors Address key concerns such as customizations Leverage Oracle Resources & Tools Realistic plans, realistic expectations
Practice
Include practice in the plan Multiple test runs help to ensure a smooth Production upgrade Sanity checkpoints and Backup intervals Be aware of deviations
19
EBS Data Model Comparison Report

Note 1290886.1
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EBS Seed Data Comparison Report

Note 1327399.1
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Maintenance Wizard
Tool to perform the upgrade
Step-by-step instructions Dynamically filters tasks Identifies critical patches Automatically execute tasks Audit reports for tasks performed Release 12.1.3/11gR2 Complete information
Note 434387.1 Maintenance Wizard
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Maintenance Wizard
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Additional Resources
Upgrade Communities
For interaction with other customers as well as Support Experts on Upgrades
Blog Articles:
http://blogs.oracle.com/stevenChan/entry/ ebs_121_upgrade_whitepaper http://blogs.oracle.com/stevenChan/entry/ field_advice_ebs_115102_upgrades http://blogs.oracle.com/stevenChan/entry/ testing_ebs_upgrades
Upgrade Advisor Community:

https://communities.oracle.com/portal/server.pt/ community/upgrade_advisor/441
General Upgrade Community:

https://communities.oracle.com/portal/server.pt/ community/upgrade/258
Web Casts
"Making the EBS Upgrade from 11.5.10 Easier", 3 Parts Recordings are in: https://support.us.oracle.com/oip/faces/secure/ km/DocumentDisplay.jspx?id=740964.1
Maintenance Wizard Overview

(Doc ID 215527.1)
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Program Agenda
Patching
Q&A
Upgrading
Participating
Monitoring
Searching
Diagnosing
Configuration Manager
What is it?
Automates configuration information exchange between Oracle and our customers enabling faster resolution and proactive detection of issues that our customers might encounter.
The ability to define configurations and organize projects A view of System details and changes Create, track, and status Service Requests
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Advanced Knowledge Management capabilities Proactive problem avoidance with HealthChecks Proactive Product and Security Alerts Service Request Priority Handling
What is collected
Captures information about:
Host Oracle Software and Patches E-Business Suite Patches Database and iAS Patches Third party software inventory
Interface
My Oracle Support
System View
Supp ort
Knowledge Management
Oracle CCR
Access to this data is limited by:

Hardware System Software Oracle Product Information
Proxy Server
Oracle Live Link
HTTPS
Oracle Support Live Link Oracle Live Link helps Oracle provide you timely and focused Support. A small amount of information about your environment is sent to Oracle support to better handle your requests.
Simple install/ command UI
To see an example of the information, select this link. Enable Oracle Live Link Disable Oracle Live Link
< Back
Next >
Cancel
Customer Site
27
Configurations Data Security and Privacy 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
28 Copyright 2011, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Internal
Main Dashboard
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Health Recommendations
Proactive Advice
Driven off of configuration data collected by the Oracle Configuration Manager Point in time tests that identify critical risks to an IT environment that have caused or may cause a security breach or service outage Provide advice on corrective actions Health Check Catalog (Doc: 868955.1)
Health Recommendations - Feedback

User Interface Improvements Note 1330680.1
Customer / Business Requirement
Solution, Value & Benefit Push Model proactively informs users of new Recommendations User Opt-In Approach ; User needs to subscribe to Health Recommendation notifications Result in better awareness and adoption of Health Recommendations Introduce Health Review capability like we have with Patch Reviews Customers share their experiences and perceptions of Recommendations Oracle Support actively monitors customer review comments and acts on improvement opportunities
Proactive E-Mail Notification
Provide Direct Customer Collaboration & Feedback Channel
Improved Filtering & Searching of Content
Innovations in this area have previously been introduced in Patch Recommendations area Improved search-ability & find-ability of Health Recommendations Provide Customer easier means of setting Lifecycle (i.e. Production, Stage, Test, Development) attribute of Systems & Targets Customers view, filter, sort, group & suppress Recommendations by Target Lifecycle
View & Suppress Health Recommendations by Target Lifecycle
31
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Program Agenda
Patching

Q&A
Upgrading
Participating
Monitoring
Searching
Diagnosing
Oracle Diagnostics
Note 342459.1 : E-Business Suite Diagnostics Overview
Part of your EBS application

Navigation: Application Diagnostics Responsibility > Diagnose
Set of predefined diagnostics tests designed to help you proactively and re-actively resolve problems Tests contain data collectors (setup, transactional, environment) and validations along with warning or error messages with suggested actions to resolve failures No backend SQL access required. Easy to follow by end users. Tests are securely executed by end users and are safe for your applications
Oracle Diagnostics
How to run & view output
34
Oracle Diagnostics Catalog and Host Notes

Whats Available? R12 Diagnostic Catalogs Note 421245.1 (R11i 179661.1)
35
Remote Diagnostic Agent (RDA)

Note 314422.1 Remote Diagnostic Agent (RDA) 4 - Getting Started
36
Diagnostics Tools Community
37
Oracle Payables GDF (Generic Data Fixes)

Note 874903.1
A payables GDF is a Generic Data Fix Patch that is made available for download via My Oracle Support, written by Oracle Development [Note 874903.1]. Fully approved for all customers. Customers can take advantage of known data fixes without raising an SR. Completely safe and well tested for various scenarios. Master Diagnostic (Detect script) Note 1360390.1: R12: Diagnostic Script to Validate Data Related to Invoice and Payment Transactions Additional information: Note 1361255.1: How to Register the AP Data Validation Script as a Concurrent Program
38
Program Agenda
Patching

Q&A
Upgrading
Participating
Monitoring
Searching
Diagnosing
Access to the Lifecycle Advisors (250.1)
Lifecycle Advisors
40
Lifecycle Advisors Current Structure

Note 250.1
Lifecycle Advisors
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EBS Product Information Center Index (444.1) Aggregates most critical information and highlights Dynamic content updated with the latest available information Expanding to wider product areas and features / cross product Ability to find content based on intent-based searches
Product Information Centers
What is Period Close Advisor (PCA)

The Advisor is still under construction
How does it work?

This E-Business Period Close Advisor provides guidance on Period End procedures in Release 12. Easy to follow Step by Step To-Do list and Closing process workflow. The Sub Ledger Phases contain detailed help and best practices information. No extra cost (included in your Premier Support Contract)
43
What is Period Close Advisor (PCA)

The Advisor is still under construction
The E-Business Period Close Advisor : Is intended to be Generic. Does not relate to a specific organization.
The Sub-ledger application Phases are listed in the recommended order of closing Based on the data flow dependency. For example, Order Management feeds data into Oracle Receivables so it needs to be closed prior to Oracle Receivables.
Every Sub Ledger Phase contains : Detailed InstructionsStep Guide. A consistent Step by by Phase/Step Includes Multi MediaTask list A Guide as a Todo or Content Flagging off whenTasks Completed.
44
MOS Search Capabilities

Intent-Based Search
45

Oracle Suggests / Type-Ahead
46

PowerView
47
Program Agenda
Patching
Q&A
Upgrading
Participating
Monitoring
Searching
Diagnosing
My Oracle Support Community

My Oracle Support > Community
49
Patch Reviews EBS Community
50
Upgrade Community
51
Lifecycle Advisor Community
52
Advisor Webcasts
Live presentations given by Subject Matter Experts to deliver knowledge and information about Oracle services, products, and technologies Note 740966.1: Advisor Webcast Schedule Note 740964.1 : Advisor Webcast Archive
53
EBS Blog
http://blogs.oracle.com/ebs/
54
Twitter
http://twitter.com/#!/Oracle_EBS
55
Feedback to Knowledge Documents
56
Oracle Support Newsletters
57
Oracle Proactive Customer Advisory Board

Collaborate and share your ideas and issues with Oracle representatives and other customers Help prioritize work around instrumentation See demonstrations of new features and tools Ensure the usefulness of new proactive tools by giving your input and testing feedback before release Direct access to support and development product managers We value your input & would love to have you join us!
First Tuesday of every month @ 11am EST Go to the Join Proactive CAB link in Note 411327.1 (411 EBS) Or email lisa.scott@oracle.com to join
411 EBS
Doc ID 411327.1
59
EBS 12.1 Lifetime Support
60
Extended Support Fees Waived

The industrys best support policy just got even better
1st year of Extended Support Fee Waived

Oracle will waive the first year of Extended Support fees for EBS Release 12.1.x the waiver will be valid from June 2014 May 2015.
In collaboration with the OAUG customer support council Oracles continued commitment to provide the industrys leading support offering We have heard your upgrade concerns, and hope this announcement helps you as you make your upgrade decision from EBS Release 11.5.10.x.
61
Oracle Advanced Customer Support Services

Mission Critical Support Services
Maximize availability, accelerate return on investment, and optimize performance
Tailored mission critical support services for customers with complex IT requirements Advanced Support Packs combine unique Oracle Development and Advanced Support expertise with Oracle tools and best practices Advanced Support Engineers provide highly proactive and preventive support with diagnostic and monitoring tools Strategic support relationships focused on collaborative, long term partnerships More information: oracle.com/acs
Companies that rely on
ORACLE ADVANCED CUSTOMER SUPPORT SERVICES:

94% of the S&P Global 100 companies 94% of the Dow Jones STOXX 50* 78% of the global Fortune 100 companies 5 of the top 5 telecommunications companies 9 of the top 10 global banks 4 of the top 5 aerospace and defense companies
*Europes leading Blue-chip index for the Eurozone
62
E-Business Suite Training

Your Path to Success
Learn Oracle from Oracle lExpert-led, comprehensive training for implementers and business users lBacked by our 100% Student Satisfaction Program Learn More: oracle.com/education/ebs
l
ORACLE UNIVERSITY
EXCLUSIVE PROMOTION
Oracle Premier Support customers get a 20% discount on Training from Oracle University. Details: education.oracle.com/renewaloffer
l
Oracle Support Best Practices Sessions

Wednesday
10:15 - 11:15 Best Practices for Maintaining Oracle
Thursday
9:00 - 10:00 Best Practices for Maintaining and Upgrading
E-Business Suite 12
Session #14884 11:45- 12:45 Make Upgrades Uneventful Using Oracle
JD Edwards
Session #14902 1:30 - 2:30 24x7 Help Is One Click Away Using Oracle
Enterprise Manager and My Oracle Support

Session #13785 11:45- 12:45 Best Practices for Maintaining and Troubleshooting Oracle
Enterprise Manager and My Oracle Support

Session #13790
Fusion Applications
Session #15204 11:45 - 12:45 Best Practices for Maintaining
Oracle Fusion Middleware and Oracle Exalogic

Session # 14862
64
Stop by the Oracle Support Stars Bar

Moscone West, Level 2 Oracle Support experts on hand 2-minute videos describing key Oracle proactive support tools and mission-critical services Live demos Enter to win an iPad 2 (Mon-Weds) Hours:
Monday & Tuesday: 10:00 6:00 Wednesday: 9:00 5:00 Thursday: 9:00 1:00
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Program Agenda
Patching
Q&A
Upgrading
Participating
Monitoring
Searching
Diagnosing
Q&A
67
68
Latin America 2011

December 68, 2011
Tokyo 2012
April 46, 2012
69
Oracle OpenWorld Bookstore

Visit the Oracle OpenWorld Bookstore for a fabulous selection of books on many of the conference topics and more! Bookstore located at Moscone West, Level 2 All Books at 20% Discount
70
Oracle Products Available Online
Oracle Store
Buy Oracle license and support online today at oracle.com/store
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1

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

Best Practices for Maintaining Oracle EBusiness Suite 12

Ron Brown, Yuko Saito and Dr. Patricia Dues

Confidential Oracle Internal

Confidential Oracle Internal

Patching and Maintenance Advisor Overview

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

EBS Patching - Evaluate

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

2009 Oracle Corporation Proprietary and Confidential

EBS Patching - Evaluate

Best Practices for EBS patching priority

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

EBS Patching - Plan

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

2009 Oracle Corporation Proprietary and Confidential

EBS Patching - Test

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

2009 Oracle Corporation Proprietary and Confidential

EBS Patching - Implement

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

2009 Oracle Corporation Proprietary and Confidential

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

Patch Wizard Identifying Recommended Patches

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

Patch Wizard Impact Analysis Summary

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

Patch Wizard Impact Analysis Details

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

Patch Wizard Analyze Specific Patches

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

Patch Wizard Resources

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

Confidential Oracle Internal

Upgrade Lifecycle Advisor

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

2009 Oracle Corporation Proprietary and Confidential

Tech Stack Upgrade - Evaluate

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

Plan and Practice for Success

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

EBS Data Model Comparison Report

Copyright 2011, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Internal

EBS Seed Data Comparison Report

Copyright 2011, Oracle and/or its affiliates. All rights reserved.