Transcript - Northern Ohio Oracle Applications User Group

How SWIFT is your EBS
Environment?
Using Automation Tools
to Get from 11.5.x to R12
©2008, FMT Systems Inc. All rights reserved.
About FMT Systems Inc.
Business Process
Process Education/
Application Training
Business Process
Transformation
Process Metrics/
Business Intelligence
©2008, FMT Systems Inc. All rights reserved.
About FMT Systems Inc.
Services
Project/Program management
Business process re-engineering and transformation
Communications strategies and rollouts
Training material development
Training delivery (project team and end user)
Business intelligence readiness assessments
Business intelligence solution recommendations
Business Process Automation Tools
©2008, FMT Systems Inc. All rights reserved.
Reverse from 11.5.x
To Release 12 - Using the
SWIFTSuite Tools
©2008, FMT Systems Inc. All rights reserved.
STEP 1: Install the software
Download REVERSE from the download site and
install on a local PC connected to the client’s
network
“TEST”
©2008, FMT Systems Inc. All rights reserved.
STEP 2:
Get connected and Extract
• Connect REVERSE to the Oracle Apps Instance – please
follow the instructions as there is a SQL script to be run
BEFORE proceeding and an environment file to be created
with the server connection details.
• Then select the OPERATING UNIT and START
“TEST”
Excel sheets in BR100 format – to be loaded to KB
©2008, FMT Systems Inc. All rights reserved.
STEP 3:
Import to the Knowledgebase
Reversed Data
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STEP 4:
Access configurations using the tool
Reversed Data
Configurator
Compare and highlight
differences
Consulting to make the
necessary changes for
Release 12
©2008, FMT Systems Inc. All rights reserved.
STEP 5:
Build the package and inject
Injection Package
Step 6
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Master Data
Because the tool uses
INJECTION TECHNOLOGY it
is not restricted to the open
interfaces and API’s that
Oracle providex. Thus it is
possible to transfer ANY type
of data into the Oracle system
REVERSE will extract various
types of MASTER DATA,
BALANCES and OPEN
TRANSACTIONS
©2008, FMT Systems Inc. All rights reserved.
SWIFT Suite
The tools you have seen are
part of a Suite – lets have a brief
look at what other things these
tools can do.
©2008, FMT Systems Inc. All rights reserved.
Intelligent Automation
High level Introduction
©2008, FMT Systems Inc. All rights reserved.
Intelligent Automation
Automate Almost any Application that is UNIX server based
Inject configurations and data into
any HTML screens
©2008, FMT Systems Inc. All rights reserved.
Intelligent Automation
Automate Almost any Application that is UNIX server based
Inject configurations and data into
any HTML screens
Inject configurations and data into any ORACLE FORMS
©2008, FMT Systems Inc. All rights reserved.
Intelligent Automation
Automate Almost any Application that is UNIX server based
Automate any Server Tasks
 Installation
 Maintenance
 Deployment
 Backup
 NB – Command line commands
©2008, FMT Systems Inc. All rights reserved.
Intelligent Automation
ARCHITECTURE
Client
Knowledge
Cartridges
Modules
Oracle
Oracle
11i
R12
Data
Cartridges
Application Server
Cartridges
Oracle Oracle Custom Custom
11i
R12
Others Others
Oracle Oracle Custom
11i
R12
SWIFTSuite IA Engine
REVERSE
CONFIGURATOR
©2008, FMT Systems Inc. All rights reserved.
MIGRATE
Others
Intelligent Automation
KNOWLEDGE MODULES
Consist of
 Inventory
 Navigation
 Scenarios
 Configuration Data
 Menus
New Modules of Knowledge can be
prepared and plugged in with
NO PROGRAMMING REQUIRED
Existing knowledge modules exist for
 Oracle E-Business Suite 11i
 Oracle E-Business Suite Release 12
©2008, FMT Systems Inc. All rights reserved.
Intelligent Automation
KNOWLEDGE MODULES
Consist of
 Inventory
 Navigation
 Scenarios
 Configuration Data
 Menus
New Modules of Knowledge can be
prepared and plugged in with NO
Details of each field
on the screen is
PROGRAMMING
REQUIRED
entered
into MS-EXCEL
 Existing
knowledge
modules exist for
 Oracle E-Business Suite 11i
 Oracle E-Business Suite Release 12
©2008, FMT Systems Inc. All rights reserved.
Intelligent Automation
KNOWLEDGE MODULES
Consist of
 Inventory
 Navigation
 Scenarios
 Configuration Data
 Menus
New Modules of Knowledge can be
prepared and plugged in with NO
Details
of how to navigate
through each
PROGRAMMING
REQUIRED
screen is
entered into
MS-EXCEL
 Existing
knowledge
modules
exist for
 Oracle E-Business Suite 11i
 Oracle E-Business Suite Release 12
©2008, FMT Systems Inc. All rights reserved.
Intelligent Automation
KNOWLEDGE MODULES
Consist of
 Inventory
 Navigation
 Scenarios
 Configuration Data
 Menus
New Modules of Knowledge can be
prepared and plugged in with NO
Details
of the sequence
to process each
PROGRAMMING
REQUIRED
screen isknowledge
entered into
MS-EXCEL
 Existing
modules
exist for
 Oracle E-Business Suite 11i
 Oracle E-Business Suite Release 12
©2008, FMT Systems Inc. All rights reserved.
Intelligent Automation
KNOWLEDGE MODULES
Consist of
 Inventory
 Navigation
 Scenarios
 Configuration Data
 Menus
New Modules of Knowledge can be
prepared
pluggedinto
in with
The
data to and
be entered
eachNO
screen
PROGRAMMING
REQUIRED
can be entered
online into
CONFIGURATOR
or OFFLINE
into
MS-for
 Existing knowledge
modules
exist
EXCEL Suite 11i
 Oracle E-Business
 Oracle E-Business Suite Release 12
©2008, FMT Systems Inc. All rights reserved.
Intelligent Automation
KNOWLEDGE MODULES
Consist of
 Inventory
 Navigation
 Scenarios
 Configuration Data
 Menus
New Modules of Knowledge can be
prepared and plugged in with NO
PROGRAMMING
REQUIRED
The menu structures
you want to
maintain
theknowledge
system viamodulesexist
can be entered
 Existing
for
into MS-EXCEL
 Oracle E-Business
Suite 11i
 Oracle E-Business Suite Release 12
©2008, FMT Systems Inc. All rights reserved.
Intelligent Automation
KNOWLEDGE MODULES
Consist of
 Inventory
 Navigation
All of this information
is then imported
into SWIFTSuite. The
IA engine will then
 Scenarios
automate
the rest.
 Configuration
Data
 Menus
New Modules of Knowledge can be
prepared and plugged in with
NO PROGRAMMING REQUIRED
 Existing knowledge modules exist for
 Oracle E-Business Suite 11i
 Oracle E-Business Suite Release 12
©2008, FMT Systems Inc. All rights reserved.
Knowledge Module - Oracle EBS
Key Features
• Products for the entire lifecycle
• Build a new standard release 12 instance with your
organization structure and COA
• Automate the creation of CRP, SIT, UAT and Training
environments
• Setup new operating units in hours
• Extract 11i configurations and produce a BR100 report
• Compare configurations from multiple environments
• Data migration
• Version control
©2008, FMT Systems Inc. All rights reserved.
How Can the Tools Help Me?
• A knowledgebase of your configurations
• Produce a BR100 at any time
• Maintain the configurations
• Maintain the original instance with configuration
changes
• Maintain the original instance with new patches
• Use the configurations to form an industry or
company standard template
• Inject the configurations into any new Oracle Instance
in hours
©2008, FMT Systems Inc. All rights reserved.
How Can the Tools Help Me?
• Build upon the knowledge over time and improve the value
of the configurations
–
new business needs (Mergers and acquisitions)
–
new Oracle modules coming into the suite
–
company specific knowledge
–
Business flow diagrams
• Enables the use of the other tools for all the phases of the
lifecycle such as :
– Configure
– Migrate
– Build
– PatchManager
©2008, FMT Systems Inc. All rights reserved.
PRODUCTS
©2008, FMT Systems Inc. All rights reserved.
SWIFT Suite Modules for
Oracle EBS
CONCEPT
DISPOSAL AND
MIGRATION TO
NEW SYSTEM
DESIGN
Installation
Seamless
Migration
Version
Control
Configuration
Setup
Patches
EBS Application
Technical
Business
Needs
Configuration
Changes
Configurations
SERVICE
Generation
Data Migration
IMPLEMENT
BUILD
SWIFTSuite – The EBS Life Cycle
Management Tool
INSTALLER
• Installation Management
• Release 11i
– Installation process installs
•
•
•
•
•
Oracle EBS Software
Most if not all of the patches you are going to need
Languages NLS and MLS
Localizations configured for each required country
Country specific business needs also configured
– Japan - Tegata
– Bill Placement – Asia etc
•
Gold Masters for Linux and Solaris
©2008, FMT Systems Inc. All rights reserved.
SWIFTSuite – The EBS Life Cycle
Management Tool
INSTALLER
• Release 12
– Install Release 12 on any operating system
in any configuration of your choice
– Patch the instance to a level of patches –
list supplied by RapidSOLUTIONS
– Our technology will setup or inject the rest
– Preferably install all modules to enable a
seamless expansion.
©2008, FMT Systems Inc. All rights reserved.
SWIFTSuite – The EBS Life Cycle
Management Tool
REVERSE
• Configuration Management
• Intelligent tool – “learns” about your existing
instances
• Enables the tools to work with existing customers
• Obtain a full list of all your configurations from every
instance
• Have the ability to REUSE the configurations (not just
report)
• Ability to maintain the configurations
• Able to extend the footprint of existing instances
(add new modules)
©2008, FMT Systems Inc. All rights reserved.
SWIFTSuite – The EBS Life Cycle
Management Tool
CONFIGURATOR
• Oracle E-Business Suite Builder / Configurator
• Build a new oracle instance configured to your
needs (in a few hours)
• Add new Business Units (in a few minutes)
• Supports 70+ modules
• Supports 130+ business flows
• Configure a GLOBAL Enterprise size company –
any configuration supported by Oracle EBS –
and automatically inject the results
©2008, FMT Systems Inc. All rights reserved.
SWIFT Suite Modules for Oracle
EBS
MIGRATE
• Data Migration Management
• Migrate master data and balances with easy
to use templates
• No programming required
• Can be undertaken by users with minimal
consulting assistance
©2008, FMT Systems Inc. All rights reserved.
SWIFT Suite Modules for Oracle
EBS
INSTALLER
• Interface Management
•
Interfaces both in real time and/or batch
–
–
–
–
Receivables
Payables
Order Management
Manufacturing
©2008, FMT Systems Inc. All rights reserved.
SWIFTSuite – The EBS Life Cycle
Management Tool
PATCHMANAGER
• Maintenance Management
•
Maintain the Oracle Instance to meet
ongoing business needs
•
Automated patching
•
Automated upgrades
©2008, FMT Systems Inc. All rights reserved.
Reverse – Learns about your existing oracle instance
SWIFT
Repository
It can use that information to decide how to configure you new modules
Or operating units
Instance 1
REVERSE
EXISTING CUSTOMERS
• Use the power of the tools to add new modules quickly
• Add new operating units in minutes instead of weeks
• Merge your multiple instances into a single instance
• Maintain your multiple instances from a single workbench
• Maintain all instances to the same configuration and patch
levels
• Have the documentation for all your Oracle instances
available from anywhere and up-to-date
©2008, FMT Systems Inc. All rights reserved.
Instance 2
Instance 3
Compare configurations
between Oracle instances
Access the configuration through a menu system
with Oracle Applications Menus look and feel
©2008, FMT Systems Inc. All rights reserved.
Compare configurations
between Oracle instances
Run a standard BR100 report and compare configurations REVERSE’d from different instances
©2008, FMT Systems Inc. All rights reserved.
Compare configurations
between Oracle instances
Change the configurations OFFLINE and UPLOAD them
Compare configurations
between Oracle instances
Change the configurations ONLINE
The Heart of The System
The KnowledgeBase --
A multi dimensional cube of
configurations
©2008, FMT Systems Inc. All rights reserved.
Languages / Setup Layers are
cumulative and work by exception
Climate Technology
Industrial Technology
COUNTRY LAYERS
Fourth Layer
(Customer– Choose from 30+ countries
companies)
–
–
–
Shared Service
COMPANY
EDP LAYER
EDP
Includes Oracle Localizations – Any specific
company configuration
EDP
CORE
SETUP
Third Layer
Includes
local statutory needs – Can be different for each company if needed
EDP application
USER
LAYER
(e.g. Customer
– Provides base
setup
configurations
Includes
local
business
needs
(for
example)
Specific)
– Result of Discovery
EDP
EDP
– Provides
tuning parameters
– Japan : Tagata
concurrent
managers
INR – Configures
INR
INR
– India : Challan
INR
INR
– Options of Business flows :
INR
INR
INR
INR
– Asia – Bill Placement
– Performance Management
INR
INR INR
– Venezuela
Second Layer
– Customer Relationship Management
– Czech Republic INR THAI
INR
INR
THAI INR
THAI
(e.g. “Country”
– Financial
THAI
THAI Management
specific setups) – Govt. mandated
–20%
China/Vietnam
chart
of accounts
THAI
THAI
THAI
THAI
– Human Resource Management
– All countries have localizations over and above standard Oracle product
THAI
THAI THAI
– Supply Chain Management
THAI
THAI
THAI
THAI
xxx xxx xxx xxx xxx xxx xxx xxx
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xxx xxx xxx xxx xxx xxx xxx xxx
Base Language layer
100% “Core” setups
xxx xxx xxx xxx xxx xxx xxx xxx
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©2008, FMT Systems Inc. All rights reserved.
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xxx xxx
Languages / Setup Layers are
cumulative and work by exception
All layers of setups are applied in a selected sequence, allowing to drilldown from the most generic setups (global generic-country Core) to the
most refined level of setups (Specific country, default group of companies
defaults, then specific company details). The end-result is a matrix of
merged setups representing 100% accurate setups to inject into Oracle
Apps.
Base Language layer
100% “Core” setups
+ Second Layer
(Countries)
+ Third Layer
(User)
xxx xxx EDP xxx xxx INR xxx
xxx xxx THAI xxx EDP xxx xxx xxx
THAI
EDP
xxx
THAI
xxx xxx THAI xxx INR
INR
xxx
xxx xxx
EDP
xxx
INR
EDP
©2008, FMT Systems Inc. All rights reserved.
xxx
THAI
xxx
THAI
xxx xxx
EDP
xxx
How to Use
Enter Foundation information
Foundation Release 12 Creation
Oracle Org chart details
COA, Calendar, Currency, SOB etc
Responsibilities
Budgets
AP Options, Tax codes etc
AR Options, Tax Codes etc
PO Options, Buyers, Approval groups
HR Employees, Positions, Jobs etc
OM Parameters, Shipping, Sequences etc
INV calendars, subinventories etc
MFG BOM, Classes, MDS, Planning etc
Build and Run you package – instance is ready
Instance with customer structure – ready to use – same day or next day
©2008, FMT Systems Inc. All rights reserved.
Project in Progress
Consulting team TESTS their
configurations in the TEST instance.
Once configurations are seen to be
working then document them using
CONFIGURATOR (instead of WORD or
EXCEL)
“TEST”
Available for all projects
GLOBALLY – consistent format
©2008, FMT Systems Inc. All rights reserved.
Project in Progress
Consulting team TEST their configurations
in the TEST instance.
Once configurations are seen to be
working then document them using
CONFIGURATOR (instead of WORD or
EXCEL)
Value :
Configurations continually
“TEST” captured at the time
of being certain.
You only need to capture the configurations
ONCE
Safeguards against Project staff turnover
Available for all projects
GLOBALLY – consistent format
Provides the assurance that configurations are
usable and repeatable
Configurations instantly available to team
members GLOBALLY for this and OTHER projects
©2008, FMT Systems Inc. All rights reserved.
Project in Progress
ALTERNATIVE
Consulting team
TEST their configurations
In the TEST instance.
REVERSE the configurations from the
TEST instance
Once configurations are seen to be
To CONFIGURATOR
working then
document them using CONFIGURATOR
[instead of WORD or EXCEL]
“TEST”
Available for all projects
GLOBALLY – consistent format
©2008, FMT Systems Inc. All rights reserved.
All Instances Built by the Tool
All Instances can be fully automatically
built.
Functional and Technical steps automated
“GAP/CRP/SIT/UAT/TRAIN”
Available for all projects
GLOBALLY – consistent format
©2008, FMT Systems Inc. All rights reserved.
All Instances Built by the Tool
Value :
All instances take only a few hours to prepare.
Configurations are proven due to continued
All Instances can be fully automatically
generation of all instances that a customer uses
built
Configurations are undertaken the same way
every time
“GAP/CRP/SIT/UAT/TRAIN”
Available for all projects
GLOBALLY – consistent format
©2008, FMT Systems Inc. All rights reserved.
Versions
RICE OBJECTS
Unix framework scripts are stored in the knowledgebase
RICE OBJECT details can be stored in the
KNOWLEDGEBASE and tagged with the Version
(via the filter)
Rice Object Pool
©2008, FMT Systems Inc. All rights reserved.
Versions
RICE OBJECTS
Unix framework scripts are stored in the knowledgebase
RICE OBJECTs can be stored in the SWIFTSuite
Server file system and tracked by the
CONFIGURATOR
Rice Object Pool
©2008, FMT Systems Inc. All rights reserved.
Versions
RICE OBJECTS
Unix framework scripts are stored in the knowledgebase
The appropriate UNIX script can be added into
the Scenario at the necessary step. The IA
Engine will load the report object into the BWP
and dynamically adjust the UNIX script based on
the data from the KnowledgeBase for the
requested Version (Filter)
Rice Object Pool
©2008, FMT Systems Inc. All rights reserved.
Versions
• Roll forward or backward to any version by
selecting that version number and building the
package
• Running the package will redeploy the
configurations and programs.
• The ability to redeploy any specific version will
depend on the changes made to the
configurations or the data and is an issue related
to any situation when requiring to rollback.
©2008, FMT Systems Inc. All rights reserved.
Questions
©2008, FMT Systems Inc. All rights reserved.
How Do I Learn More?
DEEP Dive and Demo
– A web based session will be scheduled
for all interested NOOAUG members.
– Please contact Scott Jackson to register
216-406-0669 [email protected]
– Space is limited.
©2008, FMT Systems Inc. All rights reserved.