Ascend: Upgrading your Oracle Applications

1
(No Transcript)
2
Ascend Upgrading your Oracle Applications

• Brian Kobylinski, Manager

3
Agenda

• Common Upgrade Pitfalls
• Ascend Overview
• Benefits of Ascend
• Questions and Answers

4
Common Upgrade Pitfalls

• Insufficient Hardware Resources
• Not all customizations are upgraded
• New functionality not utilized
• Unable to perform data upgrade on a timely basis
• Incomplete project plan - vital tasks
  missed/overlooked

5
Ascend Overview

• What is Ascend?
• marchFIRSTs Oracle Applications Upgrade
  Methodology
• Based on previous experience and best practices
• Bottom-Up developed methodology
• Reviews new functionality opportunities
• Challenges current customizations
• Review and enhancement of Architecture
• Provides tools, procedures and templates
• Tried and tested product

6
Ascend Overview

• Four Key Phases
• Assessment
• Migration
• Transition
• Support

7
Assessment Phase

• Technical
• Functional
• Project

8
Technical Assessment

• Identify all existing customizations using
  pre-written utilities
• Forms,Reports, PL/SQL
• Interfaces
• Database triggers, Tables, Views, etc.
• Responsibilities, Menus
• Examine the current hardware
• Disk Space
• Existing environments
• New environments required
• Operating System

9
Technical Assessment

• Plan new Architecture requirements
• 2 or 3 Tier ?
• New Server sizing considerations
• Existing Server sizing
• Thin Client requirements

10
Functional Assessment

• Oracle Applications New Features presentations
• Review Existing Functionality used and new
  functionality opportunities
• Workshops to identify redundant customizations

11
Project Assessment

• Determine which customizations are to be migrated
• Produce a detailed Project Plan with resource
  usage
• Utilize Client Resources
• Templated Upgrade Project Plan
• Produce Project Charter that includes Project
  Governance, Change Control procedures and Issue
  Tracking procedures

12
Assessment Phase - Summary

• Short Duration
• Deliverables
• Customizations Report
• Environment Planning Report
• New Features Presentations
• Functional Assessment Report
• Detailed Project Plan
• Project Charter
• Accurate estimate of costs for remainder of the
  project

13
Migration Phase

• 3 Parallel Activities
• DBA Trial Upgrade
• Implementing New Functional features
• Migrating required customizations

14
Migration - DBA Responsibilities

• Perform Trial Upgrade(s)
• Document all required pre post upgrade steps
• Upgrade the RDBMS
• Apply necessary patches
• Identify any data problems and produce scripted
  solutions
• Capture upgrade timing information

15
Migration - Technical Responsibilities

• Produce design addendum's for required
  customizations
• Modify and unit test custom modules in accordance
  with designs
• Migrate custom set-up lost during upgrade
• Menus, Responsibilities,Request Groups, etc.
• System test the customization against the
  upgraded database

16
Migration - Functional Responsibilities

• Produce Solution Designs for new functionality
• Perform additional Application set-up against the
  upgraded database
• System test new functionality set-up
• System test old functionality

17
Migration - Testing

• Repeat the Trial Upgrade
• Check new data combinations
• Insure upgrade process is tuned
• Perform User Acceptance Testing
• Test new Oracle Functionality
• Test all Customizations
• Test Interfaces
• Test old Oracle Functionality

18
Migration Phase - Summary

• Largest and longest phase of the upgrade project
• Customizations are migrated
• Trial Upgrade(s) performed
• New Functionality set-up
• Acceptance Tested system
• All upgrade problems/patches identified
• Required time for upgrade established

19
Migration Phase - Summary

• Deliverables
• Upgrade Steps Document
• System Test Approach
• System Test Scripts
• Design Addendum
• Module Control List

20
Transition Phase

• Train the end-users
• New functionality
• GUI look and feel (post-10.7)
• Prepare Production Environment
• Ensure all code and scripts are in place
• Necessary space available on servers
• Perform Live Upgrade
• Usually over weekend or extended weekend
• Test User accessibility

21
Support Phase

• Go-Live Support
• Technical
• Functional
• DBA Performance Review
• Database tuning, if required
• Access to Consultants

22
Benefits of Using Ascend

• Based on prior upgrade experience
• Used as part of over 30 upgrade projects globally
• Templated documents
• Written to address clients needs
• Pre-written and tested Utilities to aid technical
  assessment

23
Question and Answer Session
24
Ascend Upgrading your Oracle Applications
Contact Information Brian Kobylinski 312-361-666
8 brian.kobylinski_at_marchFIRST.com
25
(No Transcript)