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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.




Applications Upgrade Campaign

=Proactive Upgrades for a Current and Up-to-Date ERP System=


Moving on UP! with Proactive Upgrades!

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

JD Edwards Upgrade Resources & Tools

PeopleSoft Upgrade Resources & Tools

Siebel Upgrade Resources & Tools

* Upgrade / Migration Advisors

Upgrade / Migration Advisor Objectives

Upgrade / Migration Advisor Phases



Oracle Applications Product-Specific Upgrade Resources & Tools 

JD Edwards 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.


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:

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!


Upgrade Resources 

Here are resources you can tap into to help with your upgrade planning and upgrade project:

PeopleSoft Upgrade Resources & Tools 

Siebel Upgrade Resources & Tools


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>. 

Upgrade / Migration Advisor Objectives

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.

Upgrade / Migration Advisor Phases

* 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.
   Recommended Deliverables:

* 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.
  Recommended Deliverables:

* 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).
  Recommended Deliverables:

* 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.
  Recommended Deliverables:

* 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.
  Recommended Deliverables:

 * 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.
  Recommended Deliverables:







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