Williams, Kirk iSetup OAUG 2004 V3

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1. Oracle’s Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant 2. Oracle iSetup <ul><li>Simplifies the Setup…
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  • 1. Oracle’s Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant
  • 2. Oracle iSetup <ul><li>Simplifies the Setup and Administration of the Oracle E-Business Suite; thereby Reducing Implementation and Administration Time, Cost, and Risk </li></ul>
  • 3. Learning Objectives <ul><li>As a result of this presentation, you will be able to: </li></ul><ul><ul><li>Understand the iSetup Components and Architecture </li></ul></ul><ul><ul><li>Know the Benefits and Limitations of iSetup </li></ul></ul><ul><ul><li>Understand the Ongoing Management capabilities of the Oracle E-Business Suite </li></ul></ul><ul><ul><li>Know the Supported Products, Upcoming Products and Future Direction </li></ul></ul>
  • 4. Speaker’s Qualifications <ul><li>Kirk Williams is a Sr. Oracle Consultant and Project Manager at Frontier Consulting </li></ul><ul><li>Kirk speaks frequently on the capabilities of Oracle Applications at Local, Regional and National Conferences </li></ul><ul><li>Kirk writes Training Material and Project Plans for Supply Chain and Manufacturing Implementations </li></ul>
  • 5. Presentation Agenda <ul><li>Oracle iSetup 11i.9 Introduction </li></ul><ul><li>Benefits of iSetup </li></ul><ul><li>iSetup Configurator, Migrator and Reporter </li></ul><ul><li>iSetup Process and AIM Tasks </li></ul><ul><li>Limitations of iSetup </li></ul><ul><li>Supported Products and Future Direction </li></ul><ul><li>Q&A </li></ul>
  • 6. iSetup Meeting Business Needs <ul><ul><li>Customers to go-live in days and weeks versus months or years </li></ul></ul><ul><ul><li>Implementers to configure setup parameters quickly, without the use of Forms and specific Oracle Applications expertise </li></ul></ul><ul><ul><li>Quick migration and copy of setup data between Applications to reduce time and effort and ensure data consistency between environments </li></ul></ul><ul><ul><li>Quick creation of Application instances for testing and easy migration of changes from one instance to another </li></ul></ul>
  • 7. iSetup Meeting Business Needs <ul><ul><li>Easy re-use of industry solution setup data among implementation projects to reduce time and risk </li></ul></ul><ul><ul><li>Implementers can view setup data they have configured through iSetup before loading it into an applications instance </li></ul></ul><ul><ul><li>Implementers can view current configuration settings in an applications instance </li></ul></ul><ul><ul><li>Implementers can keep an audit trail of detailed setup choices </li></ul></ul><ul><ul><li>Implementers can show and validate setup choices with their customers </li></ul></ul>
  • 8. Typical Implementation Lifecycle
  • 9. Oracle iSetup Benefits <ul><li>Improve Margins – Deliver fixed-priced services in less time and with fewer resources </li></ul><ul><li>Reduce Cost – Reduce engagement costs to customers as a result of less time and effort to complete setups </li></ul><ul><li>Reduce Risk – Better utilize your Oracle expertise during implementations with proven and consistent setup data. Verify your setups with customers through detailed reports </li></ul><ul><li>Reduce Maintenance and Support Costs – Avoid additional time and cost required to fix mistakes during setup with valid configurations. Avoid human error in replicating setups across environments </li></ul>
  • 10. iSetup Product Support Rel. 11i9 <ul><li>Oracle General Ledger </li></ul><ul><li>Oracle Accounts Payable </li></ul><ul><li>Oracle Accounts Receivable </li></ul><ul><li>Oracle Cash Management </li></ul><ul><li>Oracle Fixed Assets </li></ul><ul><li>Oracle Purchasing </li></ul><ul><li>Oracle Human Resources </li></ul><ul><li>Oracle Bill of Materials </li></ul><ul><li>Oracle Inventory </li></ul><ul><li>Oracle Engineering </li></ul><ul><li>Oracle Work in Process </li></ul><ul><li>Oracle Order Management </li></ul><ul><li>Oracle Shipping </li></ul>
  • 11. iSetup Functional Architecture
  • 12. <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
  • 13. Configurator Architecture iSetup Loader APIs iSetup Configurator User Configurator Database Packaged Configuration File iSetup.oracle.com E-Business Suite Setup Tables API Repository
  • 14. Saved Configurations
  • 15. Incomplete Configuration
  • 16. Status of Incomplete
  • 17. Configuration Download
  • 18. Administration Tasks <ul><li>Installation of a Central Instance with a dbc file for Each Remote Instance </li></ul><ul><li>Mapping Databases for Central, Source and Target Instances </li></ul><ul><li>Preparing Target Instances for Migrations </li></ul><ul><li>Recompile Database Objects </li></ul><ul><li>Set Open Cursor Limit from 500 to 750 </li></ul><ul><li>Set Sleep Seconds for Concurrent Manager </li></ul>
  • 19. Recommended Database Topology
  • 20. Database Mapping Use this button to create a Mapping
  • 21. Creating Database Mapping A dbc file will need to exist on the Central Instance for any SID
  • 22. Update Database Mapping
  • 23. <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
  • 24. Migrator Architecture iSetup Loader APIs User Packaged Configuration File Source Instance Target Instance Setup Tables Data Model Setup Tables Data Model iSetup Exporter APIs iSetup Migrator UI
  • 25. Create Migration Selection Set Create a selection set from a predefined Template
  • 26. More Migration Selection Sets There are currently 14 pre-defined templates
  • 27. Migration Selection Sets
  • 28. Review Extract Selection Set
  • 29. Submit Extract Selection Set For a Financials or Discrete Manufacturing Extract, you may want to schedule for a later run
  • 30. Migration Extracts You can download to your local system or permanently delete the snapshot
  • 31. View Extract Details
  • 32. Download Migration Snapshot
  • 33. Migration Load History
  • 34. Migration Load Request You can load from an iSetup Configuration, a snapshot extract or from your local system
  • 35. Review Load Request
  • 36. View Load Details
  • 37. Restart Load Request Here are the 3 restart options from a failed setup step
  • 38. <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
  • 39. Reporter Architecture User Packaged Configuration File Source Instance Setup Tables Data Model iSetup Exporter APIs iSetup Reporter Reports
  • 40. Report History
  • 41. Report Request You can Report from an iSetup Configuration, a snapshot extract or from your local system
  • 42. Report from Snapshot
  • 43. Report Request Options Reports normally complete timely, but they can also be scheduled for later
  • 44. Report Request Confirmation
  • 45. View Request Details
  • 46. Report Output You can view the output from a printable page
  • 47. Printable Output
  • 48. 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>
  • 49. iSetup and using AIM
  • 50. iSetup Integration Strategy Business Information System Configuration Oracle iSetup Business Flows Tutor Procedures Workflows
  • 51. Project Timeline Contract Signed Implementer Selected Hardware Ready Apps Installed Begin iSetup Configuration Begin Testing Load iSetup Configuration 1 5 6 15 17 18 19
  • 52. Loading Multiple Instances iSetup Configurator CRP System Test Production Original Configuration Revised Configuration
  • 53. Alternate Approach iSetup Configurator CRP System Test Production Original Configuration Backup Refine iSetup Configurator CRP System Test Production Original Configuration Backup Refine
  • 54. 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
  • 55. Oracle iSetup Benefits <ul><li>Improve Margins – Deliver fixed-priced services in less time and with fewer resources </li></ul><ul><li>Reduce Cost – Reduce engagement costs to customers as a result of less time and effort to complete setups </li></ul><ul><li>Reduce Risk – Better utilize your Oracle expertise during implementations with proven and consistent setup data. Verify your setups with customers through detailed reports </li></ul><ul><li>Reduce Maintenance and Support Costs – Avoid additional time and cost required to fix mistakes during setup with valid configurations. Avoid human error in replicating setups across environments </li></ul>
  • 56. Summary <ul><li>Knowledge of iSetup Components and their Functions </li></ul><ul><li>Advantages & Disadvantages of iSetup </li></ul><ul><li>Costs of Implementation, Migration, Upgrade or Re-Implementation Option </li></ul><ul><li>Discuss Product Support and Future Direction </li></ul>
  • 57. Additional Resources <ul><li>Appsnet </li></ul><ul><ul><li>http://www.oracle.com/appsnet </li></ul></ul><ul><ul><li>Technology  Rapid Implementation </li></ul></ul><ul><li>iSetup web site </li></ul><ul><ul><li>http://isetup.oracle.com </li></ul></ul><ul><ul><li>Read overview and view tutorial </li></ul></ul>
  • 58. Contacts <ul><li>Jim Lange, Product Director </li></ul><ul><ul><li>E-mail: [email_address] </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: [email_address] </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: [email_address] </li></ul></ul><ul><ul><li>Phone: 832-244-6255 </li></ul></ul><ul><ul><li>Frontier Office: 713-778-0799 </li></ul></ul>
  • 59. Q & A
  • 60. Thank You!
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