Moving on UP! with Proactive Upgrades for Current ERP Systems: Oracle Applications Unlimited
(Doc ID 1983566.1)
Last updated on JANUARY 28, 2020
Applies to:Siebel - Issue to Resolution
PeopleSoft Enterprise SCM Manufacturing
JD Edwards EnterpriseOne Tools
JD Edwards World Technical Foundation
PeopleSoft Enterprise Upgrade
Information in this document applies to any platform.
Because software and hardware are constantly evolving, your software lifecycle will include an upgrade phase. You may need to upgrade your software because of necessary hardware upgrades. You may want to reap the rewards of the updated release’s new functional and technical enhancements - to increase efficiency and effectiveness for your business or enhance the user experience and productivity. Or, your decision to upgrade may be to align with support timelines – to assure you are on a Premiere support release (Lifetime Support Policy PDF). Often, the upgrade project is driven by mix of many factors. Whatever your reasons for upgrading, you will want to reduce the costs and the risks associated with the upgrade. Being proactive can help you be prepared and minimize your business downtime and the risks of upgrading your system.
This document provides information about the Upgrade and Migration Lifecycle Advisors as well as other product-specific upgrade resources available to assist you in maintaining a current and up-to-date ERP system.
* Oracle Applications Product-Specific Upgrade Resources & Tools
* Upgrade / Migration Advisors
Oracle Applications Product-Specific Upgrade Resources & Tools
Premier Support and Continuous Delivery
In April 2017, JD Edwards announced that we have moved to a Continuous Delivery model. Continuous Delivery is a software engineering approach in which our teams produce software in short cycles, ensuring that the software can be released at any time. It aims at building, testing, and delivering software faster and more frequently. The approach helps reduce the cost, time, and risk of installing changes as major releases by allowing for more incremental updates from JD Edwards to the applications you have in production. You can read more about the continuous delivery model that JD Edwards has moved to in order to make upgrading your JDE software less risky and allow you to take advantage of new enhancements faster.
- "Extending Premier Support for JD Edwards Latest Releases" (Doc ID 2251064.1)
- Premier Support and Continuous Delivery FAQ
- Oracle Lifetime Support Policy for Oracle Applications PDF
- JD Edwards Roadmap (Doc ID 1317204.1)
Upgrade Planning Service Request
You can open a Service Request to schedule an Upgrade Planning Session with an upgrade/migration expert from the Oracle JD Edwards Support team. During the session you will:
- share your milestones so we can track them for internal awareness
- have a proactive discussion with JDE Support to help in the planning of your upgrade
- get resources, roadmaps, plus tips and tricks
Learn more in "How to Open a Service Request for an Upgrade Planning Session" - EnterpriseOne (Doc ID 974500.1), World (748022.1). Planning is key - and JDE Support can help you be successful with your upgrade!
Here are resources you can tap into to help with your upgrade planning and upgrade project:
- Proactive Page and Information Centers
- Get Proactive with JD Edwards Upgrades Doc ID 13890258.1 - use this page that consolidates important upgrade information specific to JD Edwards users.
- Information Center: Upgrading to JD Edwards EnterpriseOne 9.2 (Doc ID 2048434.2) - use the Information Center to find groupings of EnterpriseOne links for: documentation, best practices, known issues, and documents for the different stages of the upgrade to application and Tools Release 9.2.
- Information Center: Upgrading to JD Edwards World Release A9.3/A9.3.1 (Doc ID 1447731.2) - use this Information Center to find groupings of World links for: upgrade assistance, considerations and resources.
- Upgrade and Migration Advisors
- JD Edwards EnterpriseOne 9.2 (Doc ID 2048438.1)
- My Oracle Support Community for JD Edwards Upgrades
Quest Special Interest User Groups - these groups bring JD Edwards customers that are upgrading together with Oracle representatives to enable the sharing of lessons learned, tips & techniques and best practices. Talk to and share with others who are currently upgrading. It is a terrific way to network, get answers to your questions and share lessons learned.
- Upgrade Advisor Webcasts
- Proactive Page and Information Centers
- Upgrading PeopleSoft? Start here <Document 1587686.2> - a one-stop shop to all your update tools and resources for all PeopleSoft applications and PeopleTools.
- PeopleSoft Get Proactive Portfolio / Upgrades <Document 1378755.1>
- PeopleSoft Update Manager (PUM):
- Information Center: PeopleSoft Update Manager (PUM) 9.2 Home Page <Document 1641843.2> - Release 9.2 applications and PeopleTools 8.53+ uses the new PUM patching methodology. The PUM 9.2 Home Page has all the resources needed to get you started and current with the latest information.
- My Oracle Support Community for PeopleSoft Upgrades:
- Advisor Webcast Upgrade Series:
- PeopleSoft Applications Release 9.2 and PeopleTools Release 8.53 Upgrade Series <Document 1545557.1>
- Get Proactive with Siebel Upgrades <Document 1388876.1>
- Siebel Upgrade Advisor: From Earlier Releases to 8.1.1.x or 8.2.2.x <Document 259.1>
- Siebel Upgrade Documents:
- Important Information for a Successful Siebel Version 8.x Upgrade <Document 980532.1>
- Release Notes: Siebel Business Applications, Version 184.108.40.206 and 220.127.116.11 <Document 557191.1>
- Minimize Siebel Application Downtime for Customer Release Deployment <Document 1486424.1>
- Minimizing Downtime During Production Upgrade <Document 478308.1>
- Siebel CRM 18.104.22.168 and 22.214.171.124 Incremental Repository Merge (IRM) - FAQ and troubleshooting <Document 1549478.2>
- Innovation Pack 2014/Innovation Pack 2013 : Siebel 126.96.36.199/188.8.131.52 and 184.108.40.206/220.127.116.11 Incremental Repository Merge (IRM) - FAQ and Troubleshooting <Document 1623495.2>
- How To Troubleshoot Messages Generated During the Repository Merge in Siebel 7 and 8 <Document 477269.1>
- Oracle Commerce Upgrade Documents:
- Locate Oracle Commerce (Formerly Oracle ATG) Migration Guides, Migration Kits, Patches, Fixpacks and Hotfixes <Document 1361118.1>
- What Oracle Commerce Migration Kit Should I Use <Document 1497172.1>
- My Oracle Support Community for Siebel Upgrades:
Upgrade / Migration Advisors
When you are looking for an introduction or high level approach about how to plan and implement your upgrade or migration plan, with best practices and Oracle recommendations, the Upgrade Lifecycle Advisors are the place to start. Lifecycle Advisors are intended to help company officers, customer product administrators, and their teams understand the "big picture" processes required to rollout, manage and maintain their Oracle products. Upgrade / Migration Advisors include steps to guide you through an upgrade lifecycle between specific versions for a product. Review this video on the Upgrade Advisors.
Oracle Support uses both its internal knowledge and customer feedback to tailor a strategy and best practices for performing these tasks as they relate to the specific Oracle product. You can find the Oracle Lifecycle Advisors for all products from "Oracle Support Lifecycle Advisors" <Document 250.2>.
- Provide guidance for creating project strategies
- Identify required activities for your project
- Present the logical order of activities required for your project
- Answer common questions
- Share tips to avoid common pitfalls
- Call out useful KM documents and tools to save you time
Lifecycle Advisors are organized around the concept of phases. Each phase of a project has a set of activities and tasks that are to be performed for the phase. In Upgrade / Migration Advisors the phases included are: Planning, Analysis, Configure and Data, Testing, Training and Go Live. In the left panel of the Advisor, the 'Phase Overview' is the default page shown for each phase. 'Phase Overview' will have a section with an overview, key knowledge links, and the MOS Community from which to ask questions and get additional help. It is followed by the 'Step by Step Guide'. Each link in the 'Step by Step Guide' should be reviewed as it is a separate page with its own information. The checkboxes to the left of each step provides a way for users to check off the information they've already visited and is specific to an individual's My Oracle Support user session.
* PLANNING: the goal of the UPGRADE - PLANNING phase is to evaluate future and core business requirements, as well as explore new possibilities for the upgrade project to improve efficiency, effectiveness, and competitive advantage. Emphasis is placed on improving existing software and/or hardware within the environment.
- Business justification for the Upgrade
- Understanding of the risks and rewards
- Awareness of costs and deadlines
* ANALYSIS: the goal of the UPGRADE - ANALYSIS phase is to determine the details of the upgrade project. These are the project management details all the way from the System Designer's/Architect's responsibilities to additional training for the end-user.
- Understanding of the support provided by Oracle Global Software Support
- Overall Project plan for the completion of the upgrade on the Live system
- Preparation of Testing facilities
- Establishment of a viable test plan
- Understanding of the training needs for both operational and end user communities
- Understanding of the current and future support positions
* CONFIGURE AND DATA: the goal of the UPGRADE - CONFIGURE AND DATA phase is to develop and validate a system solution and guide you on what to do with your data. Emphasis is on the install & configuration of components and a Data Strategy. Configuration steps include integration testing ensuring that components fit/function together seamlessly, and, Data steps including data strategy and code and integration. This phase also prepares for UAT (User Acceptance Testing).
- Ready to test upgraded environment (UAT ready)
- Sign off by implementation team (no show stoppers)
- Document list of outstanding issues ordered by severity
- Documented test scripts for UAT
* TESTING: the goal of the UPGRADE - TESTING phase is to ensure that the system is tested thoroughly by end-users and that they accept the new changes. Oracle has its own product offering that is highlighted in this area named "Oracle Application Testing Suite (OATS)" which can reduce the time and cost to perform functional, unit and load testing.
- Defect Prevention
- Legal Compliance
- Works as Expected/Functionality Validation
- Meets Business and Technical Requirements (Business Can Continue)
* TRAINING: the goal of the UPGRADE - TRAINING phase is to ensure your training methodology is in agreement with your business needs and users are trained and prepared to use the new upgraded version accordingly.
- Training Plan and Execution (Technical and Functional)
- Training Methodology
- Oracle UPK Tool Analysis
- Review Training from Oracle and Other Oracle Resources for Customers
* GO LIVE: the goal of the UPGRADE - GO LIVE phase is to secure the agreement of business users and executive management that the upgraded version meets business needs.
- User Pass/Fail Acceptance
- Business Management Pass/Fail Acceptance
- Contractual/Legal Pass/Fail Acceptance
- Document Lessons Learned
- Meets Business and Technical Requirements (Goals Met/Business Value)
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