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Santos' approach to EBusiness Suite customisations

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Oil & Gas Exploration & Production. An Australian company providing energy for ... Human Resources HR, Payroll, OTL, OLM, Self Service. About Santos ... – PowerPoint PPT presentation

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Title: Santos' approach to EBusiness Suite customisations


1
Santos' approach to E-Business Suite
customisations Tony Scholefield Santos 20 April
2009
2
Agenda
  • Acknowledgements
  • About Santos
  • History of E-Business Suite
  • Environment
  • Customisations
  • Life cycle
  • The future
  • Questions

3
Acknowledgements
  • Santos colleagues / team members
  • Mahree Waldeck
  • Andrew Constantine
  • Tony Winn

4
About Santos
  • We are
  • Oil Gas Exploration Production
  • An Australian company providing energy for
    Australia and Asia
  • Offices (using Oracle) in Adelaide, Brisbane,
    Perth, Jakarta, Gladstone and Roma
  • Field sites in Cooper Basin, Southern Queensland,
    offshore WA, offshore Victoria and in Indonesia
  • Approximately 2,000 employees, numerous
    contractors
  • We run
  • Oracle E-Business Suite Release 11i.10.2 ()
  • Financials GL, PA, FA, AR, AP, CM, i-Expenses,
    Treasury
  • Supply PO, IN, OM, i-Procurement, Sourcing,
    Intelligence
  • Human Resources HR, Payroll, OTL, OLM, Self
    Service

5
History of E-Business Suite
  • 1997 Oracle Applications 10.7
  • 2002 E-Business Suite 11i (11.5.5)
  • 2004 11.5.9
  • 2006 11.5.10
  • Now 11.5.10.2
  • 2010 R12 (planned)

6
Corporate Commercial team
  • Leader
  • Business Analysts
  • Level 2 Support
  • Technical Team
  • Developers
  • DBA
  • Business Systems Administrator

7
Environments
  • EBSDEV (Development)
  • EBSPTCH (Patching)
  • Other (e.g. for Projects)
  • EBSTEST / EBSUAT (User Acceptance Testing)
  • EBSPROD (Production)

8
Customisations
  • Customisations were strictly controlled as part
    of the 11i re-implementation
  • Since that time they have proliferated
  • Customisations register is a spreadsheet with
    multiple worksheets
  • Customisations
  • Personalisations
  • Removed Customisations
  • Custom(ised) Objects

9
Customisations - Categories
  • A Customisation to core program that will need to
    be re-applied if core program updated
  • B Custom copy of core program that will need to
    be reviewed if core program updated
  • C Re-work may be required if underlying database
    table structure is changed or significant change
    in data sources (ie Accrue on Reciept into
    Projects)
  • D No change to the enhancement is required but it
    may need to be re-introduced to a menu tree,
    request group etc.
  • E No change required (eg initial conversion or
    completely custom process)

10
Customisations - Types
  • Form Modification (FM)
  • Form Enhancement (FE)
  • Report 6i (RPT)
  • SQL (SQL)
  • Workflow (WF)
  • SQLLoader (CTL)
  • Discoverer Report (DISCO)
  • Discoverer End User Layer (EUL)
  • Conversion (CONV)
  • Alert (AL)
  • Configuration (CONFIG) e.g. DFFs / KFFs / CP
    parameters

11
Customisations Types (continued)
  • Web Pages / mod_plsql (WEB)
  • HRMS Fast Formula (FF)
  • Shell Script (SHELL)
  • Form Personalisation (FP)
  • PL/SQL (PL/SQL)
  • Self-Service / OA Framework (SS)
  • Custom Interface (IFACE)
  • BI Publisher
  • XML Gateway
  • Web Service
  • Views and Indexes

12
Customisations
13
Life cycle
  • Conception
  • Approval
  • Functional and Technical Specifications (MD50 /
    MD70)
  • Development
  • IT Testing
  • User Acceptance Testing
  • Configuration Change Board
  • Monthly change window
  • Production

14
Unicenter Service Desk (USD) Statuses
  • RFC10 Pend App Build
  • RFC20 DEV Build App
  • RFC30 DEV Build Complete
  • RFC40 DEV Test Complete
  • RFC50 UAT Build App
  • RFC60 UAT Build Complete
  • RFC70 Pend App Imp
  • RFC80 PROD Imp App
  • RFC90 PROD Imp In Progress
  • RFC100 PROD Imp Completed
  • RFC110 Closed

15
Migration
  • Migration Instructions
  • Written by Developers and/or Business Analysts
  • Performed by DBAs
  • Automated scripts
  • Minimise the risk of errors
  • FNDLOAD
  • MDS (personalisations, OA framework regions)
  • BI Publisher files - oracle.apps.xdo.oa.util.XDOLo
    ader
  • Manual
  • Some steps / tasks cannot be automated

16
Migration
17
Migration FNDLOAD script
  • ! /bin/ksh
  • File SPO_TOP/admin/import/SPOIDUP_ldt
    .ksh
  • Usage ./SPOIDUP_ldt.ksh apps/ltpwdgt
    UPLOADDOWNLOAD
  • Include function definitions
  • . SFND_TOP/admin/import/SFND_FNDLOAD_UTIL.ksh
  • Check Usage
  • check_usage
  • Perform appropriate actions
  • case MODE in
  • DOWNLOAD) download_cp USERID SPOIDUP
    SPOIDUP_cp
  • download_rgu USERID SPO P SPOIDUP
    SPOIDUP_rgu
  • UPLOAD) upload_cp USERID SPO SPOIDUP
    SPOIDUP_cp
  • upload_rgu USERID SPO P SPOIDUP
    SPOIDUP_rgu
  • esac

18
Migration - SFND_FNDLOAD_UTIL.ksh
  • Simplify the process of writing shell scripts to
    interface with FNDLOAD
  • download_cp USER_ID CONCURRENT_PROGRAM_NAME
    FILE_NAME
  • download_dff USER_ID APP_SHORT_NAME
    DESCRIPTIVE_FLEXFIELD_NAME
  • download_vs USER_ID FLEX_VALUE_SET_NAME
    FILE_NAME
  • download_po USER_ID PROFILE_NAME FILE_NAME
  • download_menu USER_ID MENU_NAME FILE_NAME
  • download_func USER_ID FUNCTION_NAME FILE_NAME
  • download_lkup USER_ID LOOKUP_TYPE FILE_NAME
  • download_resp USER_ID RESP_KEY FILE_NAME
  • download_kff USER_ID APP_SHORT_NAME
    ID_FLEX_CODE FILE_NAME
  • download_exe USER_ID EXECUTABLE_NAME
    FILE_NAME
  • download_ff USER_ID FORMULA_NAME FILE_NAME
  • download_app USER_ID APPLICATION_SHORT_NAME
    FILE_NAME
  • download_rset USER_ID APP_SHORT_NAME
    REQUEST_SET_NAME FILE_NAME
  • download_rgu USER_ID APP_SHORT_NME UNIT_TYPE
    UNIT_NAME FILE_NAME

19
Migration - SFND_FNDLOAD_UTIL.ksh
  • An example of a function
  • - Concurrent Program Download -------------------
    ---------------------------
  • download_cp()
  • case in
  • 23) USERID"1"
  • CONCURRENT_PROGRAM_NAME"2"
  • FILE_NAME"3-CONCURRENT_PROGRAM_NAME
    "
  • ) echo "Usage download_cp userid
    program_name file_name" 1gt2
  • exit 1
  • esac
  • FNDLOAD "USERID" 0 Y \
  • DOWNLOAD \
  • "CONFIG_FILE_CP" \
  • "FILE_NAME.ldt" \
  • PROGRAM \
  • CONCURRENT_PROGRAM_NAME"CONCURRENT_P
    ROGRAM_NAME"

20
Tools / Software / Techniques
  • SQLPlus
  • SQL Developer
  • TOAD
  • Forms
  • Reports
  • OA Framework
  • JDeveloper for extensions (also web service
    wrappers)
  • eBus front end for personalisations
  • Workflow Builder
  • Discoverer / other reporting tools
  • BI Publisher for reports
  • WinSCP / Putty
  • UTL_FILE / Directories / Samba

21
Configuration management - Windows
  • Oracle Applications
  • SCM Purchasing
  • Enhancements
  • Alerts
  • Discoverer
  • Report Extracts
  • Other

22
Configuration management mid tier
  • CUSTOM_TOP
  • SPO_TOP
  • admin
  • import
  • sql
  • bin
  • forms
  • java
  • mesg
  • mds
  • out
  • publisher
  • reports
  • resource
  • sql

23
The future
  • R12 - 2nd half 2010(?)
  • Review / reduce the number of customisations
  • Move away from old technology (e.g. mod_plsql,
    Oracle Reports Server) to new technology (at
    this point, largely BI Publisher including data
    template reports, bursting and BIP embedded in
    self-service)

24
Questions
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