Upgrade Outils et Best Practice Upgrade to the 9s in 100 days.

Transcription

1 Upgrade Outils et Best Practice Upgrade to the 9s in 100 days. 1

2 The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle s products remains at the sole discretion of Oracle. 2

3 1. JD Edwards Today More Business. More News. More Commitment. The Update from Denver. 3

4 Team JD Edwards 7+ Years of Soaring High 21 Releases (major and point) 6 JDE E1 apps 11 JDE E1 tools 4 JDE W 25 New modules 7 Pre-packaged integrations 2 BI adapter releases Financials Supply Chain and Order Mgmt 2 Technology platforms added Tablets Smart phones 4

5 JD Edwards Product Roadmap JD Edwards EnterpriseOne and JD Edwards World A9.3 A9. X b A9. X c Major updates updates Major updates updates Major Apps 9.1 Apps 9. X b Apps 9. X c Tools Tools 9.1 Tools X b Tools X c 9.0 Update 2 Delivered Planned 2018 October 2010 Apr 2012 JD Edwards EnterpriseOne JD Edwards World Roadmap subject to change without notice. The above is intended or information purposes and may not be incorporated into a contract. 5

6 2. Planning your Upgrade Teams, Partners, Communication and Organization 6

7 cost ($) The Upgrade Continuum Balancing Risk and Cost Against Time to Completion risk Technical Upgrade Functional Upgrade Transformational Upgrade level of effort (LOE) time to complete (t) 7

8 Customizations Integrations Data Testing Training 8

9 Upgrade Geology The Big Rocks Customizations Integrations Vanilla None Rewrite Many Complexity Data 20 GB 10 TB Time Testing Training Automated Self-Service Manual None Effort Risk 9

10 3. The Upgrade Business Case Business Drivers. Business Resources. 10

11 Key Support Dates and Recommendations JD Edwards EnterpriseOne Xe Release 8.0 (ERP 8.0) Premier Support End Date Eligible for Extended Support Oracle Recommends Release Notes Dec 2013 No 9.1 Begin upgrade project now New functionality, web user interface, architectural changes 8.9 Sep 2008 No 9.1 Begin upgrade project now 8.10 Jun 2009 No 9.1 Regulatory and legislative Platform support, web user interface 8.11/ SP1 Dec 2009 Dec Begin upgrade project now 8.12 Apr 2011 Apr Maximize support Low effort Upgrade to Sep 2013 Sep Stay code current 9.0 Update 2 Nov 2015 Nov Stay code current 9.1 Mar 2017 Mar Latest code Note: Always consult current policies at 11

12 Key Support Dates and Recommendations JD Edwards World Release Premier Support End Date A7.3 Dec 2013 No Eligible for Extended Support Oracle Recommends Release Notes Begin upgrade project now A8.1 Dec 2013 No A9.1 Apr 2012 Apr 2015 JDE E1 9.1 or JDE W A9.3 New functionality, web user interface Business decision Upgrade to World A9.3 or migrate to JD Edwards EnterpriseOne 9.1 A9.2 Apr 2014 Apr 2017 JDE E1 9.1 or JDE W A9.3 Upgrade to A9.3 = low effort Leverage new functionality like Purchase Cards Management Stay code current A9.2 Update 1 May 2015 May 2018 A9.3 Mar 2017 Mar 2020 Current release Note: Always consult current policies at 12

13 4 New Apps for Competitive Advantage JD Edwards ERP Business Drivers 13

14 New Applications Drive Deeper Industry Functionality Examples from JD Edwards EnterpriseOne Recent Releases Fulfillment Management Project and Government Contract Accounting (PGCA) Grower Management Apparel Management (aka Attribute Management) Operational Sourcing Grower Pricing and Payments Environmental Accounting and Reporting (EAR) Financial Management and Compliance Blend Management 14

15 Dynamic, Online Upgrade Value Proposition JD Edwards EnterpriseOne and JD Edwards World Doc ID # support.oracle.com Customize report title Customize searches Online search Between releases Custom report 15

16 One View Reporting for JD Edwards EnterpriseOne Rapid Reporting using Pre-Built Reports. Or Build Your Own. Financial Sales Orders Procurement Project Costing Foundation Manufacturing Inventory Capital Assets Real Estate JD Edwards EnterpriseOne OVR Payroll Human Resources 16

17 5 Technical Improvements JD Edwards ERP Business Drivers 17

18 (Another) Choice of Deployment Access applications via Apple s ipad First ERP application suite with full support on the ipad from the vendor Access any JD Edwards EnterpriseOne applications from the ipad Field Service optimized for the ipad Available now! Tools Applications 8.12 and

19 Oracle ADF For Mobile JD Edwards EnterpriseOne Mobile Applications UI Technology: Oracle ADF Mobile Application Development JD Edwards EnterpriseOne Business Services Purchase Order Approvals Expense Management Requisition Approvals Sales Order Inquiry 19

20 Technical Improvements Available Today JD Edwards World Java client deployment faster, crisper, more functional Support for Windows client Swan colors Intermixes with green screen environment Function keys or point-andclick Links to Support, Documentation, , URLs, and World Resources Action code and field specific help buttons Print to local printer Dynamic Build for consistency, flexibility, maintainability Dynamic pop ups to help reduce the need for customization Parameterized URL 20

21 Technical Catalog for JD Edwards Replaces Paper Programmer s Guide Table changes and additions Field names and definitions System code organization Multiple search options Many output options Follows euvp Product Features Find it at 21

22 6. Analysis Security Customizations Integrations 22

23 Customization Discovery How do you determine what you have modified? Development documentation. OMW attachments and projects. Original developers still available? Did your company keep strict development and change management rules? Pristine path code maintained with patches applied? Don t base your upgrade project on the initial object count! 23

24 Retrofit Level of Effort (LOE) Estimation Bucketing activities generates more accurate budget $ $$ $$$ Low Medium High Less than 1 hour 1 to 8 hours More than 1 day 24

25 REDFAIRE Customization Analysis and Retrofit DWS DIMENSIONS DWS Dimension identifies precisely all the enhancements to your system: Custom objects, mods-to-standard and copies of standard interrogated and sized by scanning each object s code or definition. For enhancements and copies of standard, line-by-line comparisons are made between your objects & standard JDE, highlighting all differences from simple layout changes to complex structural code changes. Custom objects are sized in their entirety and an upgrade estimate is then calculated 25

26 JD Edwards EnterpriseOne Flexible Integration Framework = Integration Optimization Portal AIA Support Business Services Maximizing Inter-operability With JD Edwards Direct Integrations Real Time Events Business Services Web services natively expose interfaces Point to Point Integrations XML Support Java / COM / C++ EDI Z-file Real Time Events Outbound events to support business processes across applications BPEL / ESB Support Standardsbased architecture to simplify the complex problem of business process integration Oracle Data Integrator (ODI) Portal Framework WSRP enables standards based integration with portals 26

27 Business Services for JDE Connect. Integrate. Leverage. Support Web Services Consumers and Producers Web Services Address Book Inventory Equipment Fixed Assets Foundation Sales Order Procurement Financials Customer PO Receipt Supplier Voucher Match Accounts Payable Capital Assets Customer Service Financial Compliance Producers Address Book Customer Customer Service Supplier Voucher Match Sales Order Requisite Self-Service Time Entry Engineering Change Order Time Stamp Projects 25+ Consumers Expense Management Procurement Order Promising Opportunities Punch Out PO Dispatch Please see additional detail in appendices. 27

28 7. Pipes. Plumbing. Platforms. Consider, Choose and Configure 28

29 On Premise Options: Existing or New? Existing Hardware Lower Costs Resource Constraints Limited Rollback New Hardware Advantages for Parallel Testing Separation from Production Users More Robust Rollback Strategy 29

30 REDFAIRE Platform as a Service Cloud 9 100% 24X7 guaranteed up time (production) Scalable elastic, true Pay as you Go infrastructure, you can start the upgrade with no CAPEX and no delay. Secure Available for all Hardware platforms Proven Access to multi-lingual, worldwide professional technical and application support 100 Day Project Portal (service desk) 30

31 8. Data: Bits, Bytes & Megabytes What to do with all that data 31

32 Archive and Purge Key Business Questions What are the real data retention requirements from the business (business data owners)? What about SOX and FDA or other regulatory requirements for data retention? 32

33 REDFAIRE Data Conversion using ARCTOOLS Established data conversion process ensuring that your data is accurately and safely migrated to the New Version Release. ARCTOOLS archive and purge solution ensures that inactive production data can be easily archived before migration. Migrate the Archive environment as a test run for Production Multiple Dry Run migrations will be incorporated into the upgrade strategy. Data Integrity before and after the migration are incorporated into the Go-live process 33

34 Data Analyzer for JD Edwards World Partnered with DCSoftware, authors of ARCTOOLS/400, to provide visibility into data volumes in World database Provides a picture of customer s environment Does not flag items to be purged Assists customers to determine if purging is necessary Reports Generated: Analyze library and file sizes Search for files in need of reorganization Review major transaction file record counts by year Summarize F0911 record counts by batch type Downloadable from Plan tab on Upgrade Resource page 34

35 9. Test. Test. Test. Testing. Methodologies. Requirements. Automation. 35

36 Testing Methodology Questions to Consider Upgrade Testing Methodology How does your company currently capture testing scenarios? Unit Testing What testing occurs when patches are applied? Hardware and OS patching / changes? Integration Testing Performance and Scalability Testing User Acceptance Testing Patching of the middleware or client machines? What testing occurs when customizations are applied to base objects? What functional tests are required to capture the business critical processes? What performance and scalability tests are needed to guarantee good end user experiences and allow for growth? Does you company require FDA compliance? 36

37 REDFAIRE Testing Using OATS The REDFAIRE technical team are fully certified in Oracle s Application Testing Suite ( OATS ) Upgrade testing can be automated by using (OATS) to limit business disruption from repetitive system testing Testing can be carried out at multiple levels Regression Functional Performance OATS records each Test scenario allowing for multiple test runs during different phases in the Upgrade plan REDFAIRE recommend performing the more complex, integration testing manually with specialized ERP testing resources OATS 37

38 10. Train. Train. Train. Training Methodology. Resources. Products. 38

39 The Tool: Oracle User Productivity Kit (UPK) Content Authoring Tool for the Complete Software Lifecycle See it. Try it. Know it. Do it. Documentation User Guides Business Processes Test Scripts Job Aids JDE E1 9.0 JDE W A9.2 Pre-Built Content 21 modules 24 modules 39

40 Critical Assets for Knowledge Capitalization Single recording produces multiple outputs for use throughout the entire software lifecycle 40

41 11. Go Live Ready. Set. Go! to the Finish Line 41

42 Start Next Upgrade Phase Planning and Activities Do not wait 3 or 4 or 5 years. 42

43 Merci! 43

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