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