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Twelve Steps to an Oracle Apps Upgrade 11.5.9 to 12.0.

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Twelve Steps to an Oracle Apps Upgrade 11.5.9 to 12.0.6 Upgrade Experiences from Hazelden Foundation Jeff Vold John Stouffer Hazelden Foundation Oracle E ... – PowerPoint PPT presentation

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Title: Twelve Steps to an Oracle Apps Upgrade 11.5.9 to 12.0.


1
Twelve Steps to an Oracle Apps Upgrade11.5.9 to
12.0.6 Upgrade Experiences from Hazelden
Foundation
  • Jeff Vold John Stouffer
  • Hazelden Foundation Oracle E-Business ACE
  • Oracle Apps DBA Independent Consultant
  • jvold_at_hazelden.org 214 535 6847
  • www.hazelden.org john.w.stouffer_at_gmail.com
  • www.justadba.com

2
Agenda
  • About Hazelden Foundation
  • Environment and Project Overview
  • 12 Steps to an Oracle Upgrade
  • Other Observations
  • Questions

3
About Hazelden
  • Since its 1949 founding in a Minnesota lakeside
    farmhouse, Hazelden has grown into one of the
    world's largest and most respected private
    not-for-profit alcohol and drug addiction
    treatment centers.
  • We have helped tens of thousands of people
    reclaim their lives from the disease of
    addiction. Hazelden offers the nations most
    comprehensive approach to addiction by addressing
    the full range of patient, family, and
    professional needs, including treatment and
    continuing care for youth and adults, research,
    graduate school of addiction studies, public
    education, and publishing.
  • We have facilities in Minnesota, Oregon,
    Illinois, New York, and Florida. For more
    information, visit www.hazelden.org

4
11.5.9 Environment Overview - Functional
  • Modules
  • Financials (AR GL AP FA PO)
  • Inventory (INV, BOM, Advanced Supply Chain)
  • Order Management (including Advanced Pricing and
    Quoting)
  • Components of CRM and Project Costing
  • iStore
  • Taxware - 3rd Party Tax Engine
  • Customizations
  • Custom Interfaces, code, and objects
  • Custom seeded packages

5
11.5.9 Environment Overview - Technical
  • Three Tiers
  • Hardware - Sun Solaris 880s 480s (2.8 OS)
  • DB Tier
  • 9.2.0.8 Database - Raid 5 disk
  • 8 gig RAM and 4 CPUs
  • Admin/Concurrent Managers
  • Internal Apps tier
  • Load Balanced (11501 Cisco Content Switches)
  • Web, Forms, and Reports
  • Discoverer 10g (Note373634.1 Option B)
  • External Apps Tier (In DMZ)
  • iStore
  • Custom Website using JBoss
  • Disk Space Allocated (Production)
  • Database Space 198 gig/Used Space 132 gig
  • Environment Space allocated 667 gig

6
R12.0.6 Environment - Technical
  • Sun Solaris M5000 Servers (Solaris 10 OS)
  • Reduced physical number of servers from 9 to 4
  • Still three tiers
  • DB Tier
  • 10.2.0.4 Database Raid 10 Disk
  • 16 gig Ram and 6 CPUs
  • Admin/Concurrent Managers
  • Internal Apps tier
  • Load Balanced (11503 Cisco Content Switches)
  • Web, Forms, and Reports
  • Discoverer 10g (Note373634.1 Option B)
  • External Apps Tier (in DMZ)
  • iStore
  • Custom Website Using JBoss
  • Disk Space Allocated (Production)
  • Database Space 283 gig/Used Space 207 gig
  • Environment Space allocated 1170 gig (extra
    allocated for growth)

7
Cat Herder or Oracle Upgrade Project?
8
R12 Environment Team Budget
  • Staff
  • 1 Project Manager/Apps BA (and now E-Bus Tax
    Expert)
  • 1 Apps SysAdmin/Analyst
  • 1 Discoverer Administrator ( SysAdmin backup)
  • 1 Java/Web Developer
  • 1 Senior Software Engineer
  • 1.5 DBAs
  • 12 Super Users (No Staff Augmentation)
  • Unix, Network, and Desktop Resources
  • Total Staff Hours 08 09 18,631
  • Minimal Budget Available for Outside Consultants
  • Technical DBA
  • iStore Specialist
  • Financials OM Consultant
  • Total Consulting Hours 08 09 1,011

9
12 Steps to an Oracle Upgrade
10
Step 1 Getting Ready
  • Dont Underestimate Size, Scope, and Complexity
  • Read and follow all the breadcrumbs
  • Documentation, Metalink, Blogs, and OAUG
  • Training
  • Network with Others
  • Start Team Building
  • Decide on Architecture
  • Hardware Configuration
  • Upgrade Method
  • Other Details
  • Testing
  • Review and Update Super User Test Plans Prior to
    Project
  • Plan for heavier user testing at the beginning
  • Test Both (11.5.9) Migrated Data Newly Created
    Data Thoroughly !!
  • Customizations - Less Issues Than Anticipated
  • Spent many hours reviewing/updating/correcting
    documentation

11
Step 2 DBA Project Planning
  • Organization
  • Naming Conventions
  • Build Documentation
  • Unix Directory Structure
  • Windows IT Directory Structure
  • R12 Environments
  • Patch, Dev, Test, Training, Production
  • Managed Gold Environment with Backups
  • Expect bumps in the road
  • Extra clones
  • Extra SRs
  • Use Oracle Support Configuration Manager
  • Extra Patches (111 patches)
  • Other issues

12
Step 3 Go-Live Planning
  • Advanced Preparation and Planning Outage Window
  • DBA Team
  • Run through many iterations of practice build
  • Optimize process to reduce manual steps time
  • Detailed build Instructions
  • SysAdmin, Web, Developers
  • Same holds true practice and optimize documents
  • Super Users
  • Pre-upgrade shutdown plan
  • Post upgrade Setups, Validation, Input Orders,
    Startup
  • Work with Business (and IT) on Go-Live Dates
  • Create end-to-end Go-Live Weekend Plan

13
Step 4 Create the Staging Area Directory
  • Installation Guide Using Rapid
  • Install R12 B31295-07
  • Mount the Red Start Here cd
  • gt perl /mnt/cdrom/Disk1/rapidwiz/adautostg.pl
  • Check Rapid Installer Version
  • cd /Stage12/startCD/Disk1/rapidwiz
  • ./RapidWizVersion
  • Download latest Rapid install startCD directory.
  • (MetaLink Note 549389.1 12.0.4 Patch 8582089
    12.0.4.10)

14
Step 5 Apps Installation
  • Run Rapidwiz
  • ./rapidwiz -servername hfdvd (Logical Host Name)
  • Select Install Oracle Applications Release 12
  • Rapidwiz errors on OCM Details Screen
  • Refer to MetaLink Note 746666.1
  • Now fixed if using RapidWizVersion 12.0.4.10
  • RW-50004 Step 3 of 5 adrunias.sh
  • APPS Tech Stack Registration fails
  • Continue with install then rerun failed command
    separately
  • Now fixed if using RapidWizVersion 12.0.4.10

15
Step 5 Continued
  • Apply 10.2.0.4 Database Patch (6810189)
  • Apply Additional DB Patches (i.e., Latest
    CPU/PSU)
  • Oracle/Toad Issue Package names listed multiple
    times
  • Upgrade OracleAS 10g 10.1.3.4 (.5 is latest)
  • MetaLink Note 454811.1 lists latest Oracle AS
    10.1.3.x
  • Upgrade OracleAS 10g Forms and Reports
  • MetaLink Note 437878.1 lists latest upgrade info
  • OC4J Configuration Assistant Fails
  • Developer Suite 10g Builders Now Included

16
Step 6 Prep Clone of 11.5.9
  • Upgrade Guide Release 11i to Release
  • 12.0.4 (E12011-02) / 12.1.1 (E16342-01)
  • Apply Pre-Upgrade Patches to 11i
  • 11i.AD.I
  • TUMS (Report Lists Steps NOT to Apply)
  • SLA Pre and Post Upgrade (MetaLink Note 604893.1)
  • Run AD Prep Scripts (Patch 5726010)
  • Others
  • Create a Clone of Production to New Server
  • Clone 9.2.0.8 Oracle Software
  • Copy database and perform recovery as new name

17
Step 7 Upgrade to 10g
  • Upgrade Database to 10gR2 Manually or use DBUA
  • 10gR2 DB Prep Guidelines for R12.0.4 (MetaLink
    Note 403339.1)
  • Interoperability Notes 11i with DB 10gR2
    (MetaLink Note 362203.1)
  • Complete Checklist for Manual Upgrades to 10gR2
    (MetaLink Note 316889.1)
  • Database Connect Role now only contains Create
    Session
  • utlu102s.sql may differ from dba_registry
    (MetaLink Note 456845.1)
  • catupgrd.sql ORA-00904 Other XML Error
  • Recreate Plan Table (MetaLink Note 605317.1)
  • Data Mining and OLAP need to be installed
  • Had to rerun olap.sql and dminst.sql to be valid
  • Run Script to Fix Korean Lexers
    (drfnd_lobs_ctxi max extents)

18
Step 8 Patching
  • Review List of All Known Application Patches and
    Download
  • Use admrgpch to Group Patches
  • Prior to Patching
  • Review R12 Best Practices
  • Increase Tablespaces
  • Modify APPL_TOP/admin/adovars.env - Increase
    ADJREOPTS
  • Disable Custom Triggers
  • Other Fixes to Prevent adworker Errors
  • Enable Maintenance Mode with adadmin and Let it
    Rip !
  • 12.0.4 Upgrade Driver
  • E-Bus Tax Pre-Install
  • E-Bus Tax Data fixes
  • cd AU_TOP/patch/115/driver (u6394500.drv)
  • adpatch optionsnocopyportion, nogenerate portion
  • Useful Unix utilities - screen, less, gvim

19
Step 8 Continued
  • Run Pre-Install Merge Patch
  • Run Merge Patch (Includes 12.0.6)
  • 12.0.6 long_running_jvmfalse (MetaLink Note
    761869.1)
  • One-off Patches Not Included in a Merge Patch.
  • Post Patching Steps
  • Use of Logical host names created challenges
  • Run fnd_conc_clone.setup_clean
  • SysAdmin Responsibility gt Install gt Nodes -
    Corrected host names and IP Addresses
  • Fix FND_CONCURRENT_QUEUES
  • 1000 Concurrent Manager Programs
  • ARHMAILS - Mailstop Migration Runs 6.5 Hours
  • Support provided new arhmails.sql (no patch)

20
Step 9 Shared Applications Top
  • MetaLink Reference Note 384248.1 (Check Note
    785296.1)
  • Two Methods for Creating
  • Using Rapidwiz (Section 3)
  • Not Using Rapidwiz (Section 4)
  • Share Mount Points from DB Server
  • Non-Production One NFS
  • Production Five NFS Mount Points
  • appl, comn, 10.1.2, 10.1.3, and inst
  • Run adpreclone on appsTier
  • perl adpreclone.pl appsTier
  • Encountered issue with cookies ( Notes 465583.1
    and 268830.1)
  • Run adclonectx.pl to Add a Node
  • perl adclonectx.pl addnode contextfile

21
Step 9 Continued
  • Provide the values required for creation of the
  • new APPL_TOP Context file.
  • Target System Hostname (virtual or normal) pra1
    pra1
  • Target System Domain Name cc.hazelden.org
  • Target System Root Service enabled
  • Target System Web Entry Point Services enabled
  • Target System Web Application Services enabled
  • Target System Batch Processing Services enabled
    disabled
  • Target System Other Services disabled
  • Do you want to preserve the Display prd0.0
    (y/n) ? n
  • Target System Display pra10.0 localhost15.0
  • Database port is 1529
  • Do you want the the target system to have the
    same port values as the source system (y/n) y ?
    y

22
Step 10 AutoConfig, Custom Templates, ifiles
  • Autoconfig (MetaLink Note 387859.1)
  • Meant to make managing configuration easier
  • Review changes first using adchkcfg.sh
  • Running AutoConfig
  • Rolling back an AutoConfig Session using
    restore.sh
  • Custom Templates
  • view httpd.conf
  • Header httpd_conf_1013.tmp 120.25.12000000.9
  • Or run adtmplreport.sh targethttpd.conf
  • FND_TOP/admin/template/custom
  • Document all changes
  • Include files (IFILE)
  • example.. tnsnames.ora
  • IFILE/u19//10.1.2/network/admin/DEV_hzdev_ifile
    .ora

23
Step 11 License IEX ZX
  • Log into OAM with SYSADMIN
  • Go into License Manager
  • Click Products under License
  • Click License Component Application
  • Click Continue and Register Modules
  • Through adadmin
  • - Generate message files
  • - Generate forms files
  • - Generate report files
  • - Generate product JAR files and force
    generation Yes
  • - Compile APPS schema
  • - Compile menu information
  • - Compile flexfields
  • MetaLink Notes 577644.1 and 371016.1

24
Step 12 Post Upgrade Steps
  • Reapply Customizations
  • Create Custom Directories (Same convention as
    seeded)
  • Register custom tops (Navigation
    ApplicationsgtRegister)
  • Migrate Code from 11i Top to New R12 Custom Top
  • Install Custom and Custom Seeded Objects Code
    into Database
  • Created script to check if custom seeded object
    were overwritten
  • Examples of post upgrade fixes
  • FSGs Completes with Error ORA-1722 (Note
    579655.1)
  • R12 Tools -gt Copy Function fails with FNDFS
    Error (Note 419142.1)
  • Cant Insert User Role When Assigning
    Responsibility (Note 559347.1)
  • frmcmp_batch.sh ora-12154 Couldnt resolve
    connect (Note 826024.1)
  • ORA-01001 When Clicking Cancel-Query Button ID
    436537.1
  • Check for Invalid Objects, Statistics, Full
    Backup, Clones, and More

25
Some Upgrade Statistics
  • Upgrade Time
  • DBA backup to hand off for setups - 33 hours
  • SysAdmin/Super User Setups 13 Hours
  • Super User Non-Transactional Validation 3 hours
  • Super User Transactional Validation (Input
    orders) 6 hours
  • Super User/IT Transactional Troubleshooting 19
    hours
  • Go-Live Decision? gt Its a go!
  • Some Stats as of 4/1/2010
  • Internal Problem Requests
  • Total 589/Pre Go-Live 445/ Post Go-Live 144
  • R12 Oracle Support Service Requests
  • Total 235/Pre Go-Live 176/ Post Go-Live 59
  • Top Modules
  • E-BusTax, Receivables, Order Mgmt, Payments,
    Payables
  • iStore not as bad as expected

26
Pre Go-Live SRs 7/27/08 7/27/09
27
Post Go-Live SRs 7/28/09 4/1/10
28
Sample of Post Go-Live Issues
  • XML Reports and Logical Host Names
  • Java.Net.ConnectException Connection Timed Out
    (MetaLink Note 753395.1)
  • Patch 7449694 and Profile option change
  • RUP6 APP-FND-01540 Unsuccessful logins since
    last session
  • 11.5.10 Fix But Disables All Notifications
  • Oracle Provided Fix Patch 5015899
  • Credit Card Issues
  • Migrated Credit Card Orders not Masked (Patch
    7708802)
  • Credit Card issues with back orders (still issue)
  • AP Suppliers and Bank Accounts (Now in TCA)
  • Thoroughly check bank accounts migrated correctly
  • External Bank account numbers missing (Oracle API
    to Update)

29
Continued .
  • Tax Issues
  • E-Bus Tax Integrated with 3rd Party Taxing
    Solution Taxware
  • EBTax Many Upgrade Issues (Note 602030.1)
  • Multiple Issues with Tax Exemption migrations
    (Some fixed others not)
  • Taxware does not work for Canada
  • Need to use E-Bus Tax
  • Workflow Issues
  • After upgrading to 12.0.6, WFERROR is ending in
    Error (Note 815173.1)
  • Workflow error alerts when customer is
    created/updated (Note 1070881.1)
  • Workflow error alerts when creating Party
    Relationship for Org (Note 864353.1)
  • Disable Workflow AP email Remittance Advice not
    used (Note 472389.1)
  • Purge ICX_SESSION_ATTRIBUTES Issue
  • R12 ICX Limit Time 24 (hours) (Seeded with
    999)
  • iStore
  • 12.0.6 Lost ability for branded sign-in page
    (Note 732970.1)

30
Questions
31
Questions
  • Jeff Vold
  • jvold_at_hazelden.org
  • www.hazelden.org
  • Hazelden Foundation
  • And
  • John Stouffer
  • Independent Consultant
  • john.w.stouffer_at_gmail.com
  • www.justadba.com
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