Twelve Steps to an Oracle Apps Upgrade

11.5.9 to 12.0.6 Upgrade Experiences from Hazelden Foundation

Jeff Vold Hazelden Foundation Oracle Apps DBA jvold@hazelden.org www.hazelden.org

John Stouffer Oracle E-Business ACE Independent Consultant 214 535 6847 john.w.stouffer@gmail.com www.justadba.com

Agenda

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

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

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

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 (Note:373634.1 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

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 (Note:373634.1 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)

Cat Herder or Oracle Upgrade Project?

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

12 Steps to an Oracle Upgrade

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

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

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

Step 4 Create the Staging Area Directory

Installation Guide: Using Rapid
Install R12 B31295-07 Mount the Red Start Here cd => 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)

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

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

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

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 (dr$fnd_lobs_ctx$i max extents)

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 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 options=nocopyportion, nogenerate portion Useful Unix utilities - screen, less, & gvim

ADJREOPTS

Step 8 Continued
Run Pre-Install Merge Patch Run Merge Patch (Includes 12.0.6) 12.0.6 long_running_jvm=false (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 => Install => 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)

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=

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 [prd:0.0] (y/n) ? : n Target System Display [pra1:0.0] : localhost:15.0 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

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 target=httpd.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

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

Step 12 Post Upgrade Steps

Reapply Customizations Create Custom Directories (Same convention as seeded) Register custom tops (Navigation: Applications=>Register) 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 -> 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

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? => 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

Pre Go-Live SRs 7/27/08 7/27/09

Post Go-Live SRs 7/28/09 4/1/10

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)

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)

Questions

Questions
Jeff Vold jvold@hazelden.org www.hazelden.org Hazelden Foundation And John Stouffer Independent Consultant john.w.stouffer@gmail.com www.justadba.com