Williams Kirk iSetup OAUG 2003 Fall

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1. Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant Oracle’s Best Kept Secret Oracle iSetup 2. <ul><li>Setup Automation and Management of…
  • 1. Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant Oracle’s Best Kept Secret Oracle iSetup
  • 2. <ul><li>Setup Automation and Management of the Oracle e-Business Suite </li></ul>Oracle iSetup
  • 3. Agenda <ul><li>Vision and Goals </li></ul><ul><li>iSetup Components and Architecture </li></ul><ul><li>Benefits </li></ul><ul><li>Release Status </li></ul><ul><li>Footprint </li></ul><ul><li>Next Steps </li></ul><ul><li>Q&A </li></ul>
  • 4. <ul><li>To fully automate the setup of the Oracle E-Business Suite </li></ul>Vision
  • 5. <ul><li>New Implementation </li></ul><ul><ul><li>Support initial implementation </li></ul></ul><ul><ul><li>Simplify requirements collection </li></ul></ul><ul><ul><li>Automate data setup </li></ul></ul><ul><li>Management of Setup Data </li></ul><ul><ul><li>Automate moving setup parameters from one instance to another </li></ul></ul><ul><ul><li>Extend existing data </li></ul></ul><ul><ul><li>Keep track of setup data </li></ul></ul><ul><ul><li>Generate Setup Reports </li></ul></ul>Business Goals
  • 6. Oracle iSetup Components <ul><li>iSetup Configurator </li></ul><ul><li>iSetup Migrator </li></ul><ul><li>iSetup Reporter </li></ul>
  • 7. <ul><li>For initial implementation </li></ul><ul><li>Collects requirements by presenting business questions </li></ul><ul><li>Derives setup options based on your responses </li></ul><ul><li>Incorporates leading business practices into template data </li></ul><ul><li>Loads all the setup data with the click of a button </li></ul>iSetup Configurator
  • 8. iSetup Configurator
  • 9. Demo of iSetup.oracle.com
  • 10. <ul><li>Automates moving of setup data from one instance to another </li></ul><ul><li>Generates additional setup data based on existing data. For example: </li></ul><ul><ul><li>Create a new Accounting Calendar </li></ul></ul><ul><ul><li>Create a new Chart of Accounts </li></ul></ul>iSetup Migrator
  • 11. iSetup Migrator
  • 12. <ul><li>Report on Setup data </li></ul><ul><li>Maintain snapshots for later reference </li></ul><ul><li>Compare setup data across instances </li></ul><ul><li>Compare setup data at different times </li></ul>iSetup Reporter
  • 13. iSetup Reporter
  • 14. iSetup Usage Scenario - I
  • 15. iSetup Usage Scenario - II Migrate
  • 16. iSetup Benefits <ul><li>New Implementations </li></ul><ul><ul><li>Proven and consistent setup data </li></ul></ul><ul><ul><li>Reduced risk to your implementation </li></ul></ul><ul><ul><li>Reduced time to go-live </li></ul></ul><ul><ul><li>Reduced ongoing maintenance and support needs </li></ul></ul>
  • 17. iSetup Benefits <ul><li>Existing Implementations </li></ul><ul><ul><li>Ease of maintenance </li></ul></ul><ul><ul><li>Reduced time in administrative tasks </li></ul></ul><ul><ul><li>Easier expansion of setup parameters </li></ul></ul><ul><ul><li>Easier to maintain history of setup data </li></ul></ul><ul><ul><li>Help in resolving system problems </li></ul></ul>
  • 18. Release Status Scheduled for R11i.9 Actual release 8-11-2003 iSetup Reporter Scheduled for R11i.9 Actual release 8-11-2003 iSetup Migrator In production with R11i.8 iSetup Configurator
  • 19. iSetup Footprint <ul><li>Financial </li></ul><ul><ul><li>General Ledger </li></ul></ul><ul><ul><li>Accounts Payable </li></ul></ul><ul><ul><li>Accounts Receivable </li></ul></ul><ul><ul><li>Fixed Assets </li></ul></ul><ul><ul><li>Cash Management </li></ul></ul><ul><ul><li>Purchasing </li></ul></ul>
  • 20. iSetup Footprint <ul><li>Manufacturing </li></ul><ul><ul><li>Inventory </li></ul></ul><ul><ul><li>Bill of Material </li></ul></ul><ul><ul><li>Engineering </li></ul></ul><ul><ul><li>WIP </li></ul></ul><ul><ul><li>Costing </li></ul></ul><ul><ul><li>Order Management </li></ul></ul><ul><ul><li>Shipping </li></ul></ul>
  • 21. iSetup Footprint <ul><li>Human Resources </li></ul><ul><ul><li>Human Resources </li></ul></ul>
  • 22. Application Implementation Method
  • 23. iSetup and AIM
  • 24. iSetup Integration Strategy Business Information System Configuration Oracle iSetup Automated Test Scripts Business Flows Tutor Procedures Workflows
  • 25. iSetup and AIM Tasks <ul><li>RD.020 – Conduct Current Business Baseline </li></ul><ul><ul><li>Complete iSetup Questionnaire </li></ul></ul><ul><li>RD.050 – Gather Business Requirements </li></ul><ul><ul><li>Complete iSetup Questionnaire </li></ul></ul><ul><li>BR.020 – Prepare Mapping Environment </li></ul><ul><ul><li>Run iSetup Loader </li></ul></ul><ul><li>BR.100 – Define Application Setups </li></ul><ul><ul><li>Run iSetup Loader </li></ul></ul><ul><ul><li>Edit iSetup BR.100 document </li></ul></ul><ul><li>TE.060 – Prepare Testing Environments </li></ul><ul><ul><li>Run iSetup Loader </li></ul></ul><ul><li>PM.040 – Prepare Production Environment </li></ul><ul><ul><li>Run iSetup Loader </li></ul></ul>
  • 26. Outsourcing Timeline Contract Signed Implementer Selected Hardware Ready Apps Installed Begin iSetup Configuration Begin Testing Load iSetup Configuration 1 5 6 15 17 18 19
  • 27. Loading Multiple Instances iSetup Configurator CRP System Test Production Original Configuration Revised Configuration
  • 28. Alternate Approach iSetup Configurator CRP System Test Production Original Configuration Backup Refine
  • 29. Configuring Test Scripts <ul><li>Assumptions </li></ul><ul><ul><li>One RT per form </li></ul></ul><ul><ul><li>Data driven </li></ul></ul><ul><ul><li>Dynamic linking between RTs to support any business flow </li></ul></ul>iSetup Bus. Flow Setup Data Configured RT Suite Customized Data Files
  • 30. Summary <ul><li>iSetup Is Not for Every Customer Situation </li></ul><ul><li>Advantages & Disadvantages of iSetup </li></ul><ul><li>Summarize Cost of Implementation or Migration Option </li></ul>
  • 31. Contacts <ul><li>Jim Lange, Product Director </li></ul><ul><ul><li>E-mail: Jim.Lange@oracle.com </li></ul></ul><ul><ul><li>Phone: 425-820-1203 </li></ul></ul><ul><li>Manoj Gupta, Product Manager </li></ul><ul><ul><li>E-mail: Manoj.K.Gupta@oracle.com </li></ul></ul><ul><ul><li>Phone: 650-506-5947 </li></ul></ul><ul><li>Kirk Williams, Project Manager </li></ul><ul><ul><li>E-mail: Kirk.Williams@att.net </li></ul></ul><ul><ul><li>Phone: 832-244-6255 </li></ul></ul>
  • 32. Frontier Consulting, Inc. Updates Provided by Jim Lange and Manoj Gupta Product Director Oracle iSetup Development Oracle Corporation
  • 33. A Frontier Consulting, Inc. Q & Q U E S T I O N S A N S W E R S
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