Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle...

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Oracle’s Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant

Transcript of Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle...

Page 1: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Oracle’s Best Kept SecretOracle iSetup

Kirk WilliamsFrontier Consulting, Inc.

Senior Oracle Consultant

Page 2: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Oracle iSetupOracle iSetup

Simplifies the Setup and Administration of the Oracle E-Business Suite; thereby Reducing Implementation and Administration Time, Cost, and Risk

Page 3: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Learning ObjectivesLearning Objectives

• As a result of this presentation, you will be able to:Understand the iSetup Components and

ArchitectureKnow the Benefits and Limitations of iSetupUnderstand the Ongoing Management

capabilities of the Oracle E-Business SuiteKnow the Supported Products, Upcoming

Products and Future Direction

Page 4: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Speaker’s QualificationsSpeaker’s Qualifications

• Kirk Williams is a Sr. Oracle Consultant and Project Manager at Frontier Consulting

• Kirk speaks frequently on the capabilities of Oracle Applications at Local, Regional and National Conferences

• Kirk writes Training Material and Project Plans for Supply Chain and Manufacturing Implementations

Page 5: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Presentation Agenda Presentation Agenda

• Oracle iSetup 11i.9 Introduction

• Benefits of iSetup

• iSetup Configurator, Migrator and Reporter

• iSetup Process and AIM Tasks

• Limitations of iSetup

• Supported Products and Future Direction

• Q&A

Page 6: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

iSetup Meeting Business NeedsiSetup Meeting Business Needs

• Customers to go-live in days and weeks versus months or years

• Implementers to configure setup parameters quickly, without the use of Forms and specific Oracle Applications expertise

• Quick migration and copy of setup data between Applications to reduce time and effort and ensure data consistency between environments

• Quick creation of Application instances for testing and easy migration of changes from one instance to another

Page 7: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

iSetup Meeting Business NeedsiSetup Meeting Business Needs

• Easy re-use of industry solution setup data among implementation projects to reduce time and risk

• Implementers can view setup data they have configured through iSetup before loading it into an applications instance

• Implementers can view current configuration settings in an applications instance

• Implementers can keep an audit trail of detailed setup choices

• Implementers can show and validate setup choices with their customers

Page 8: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Typical Implementation LifecycleTypical Implementation Lifecycle

Page 9: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Oracle iSetup BenefitsOracle iSetup Benefits

• Improve Margins – Deliver fixed-priced services in less time and with fewer resources

• Reduce Cost – Reduce engagement costs to customers as a result of less time and effort to complete setups

• Reduce Risk – Better utilize your Oracle expertise during implementations with proven and consistent setup data. Verify your setups with customers through detailed reports

• 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

Page 10: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

iSetup Product Support Rel. 11i9 iSetup Product Support Rel. 11i9

• Oracle General Ledger

• Oracle Accounts Payable

• Oracle Accounts Receivable

• Oracle Cash Management

• Oracle Fixed Assets

• Oracle Purchasing

• Oracle Human Resources

• Oracle Bill of Materials

• Oracle Inventory

• Oracle Engineering

• Oracle Work in Process

• Oracle Order Management

• Oracle Shipping

Page 11: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

iSetup Functional ArchitectureiSetup Functional Architecture

Page 12: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

• For initial implementation• Collects requirements by

presenting business questions• Derives setup options based on

your responses• Incorporates leading business

practices into template data• Loads all the setup data with the

click of a button

iSetup ConfiguratoriSetup Configurator

Page 13: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

iSetupLoader

APIs

iSetup Configurator

User

Configurator

Database

Packaged

Configuration File

iSetup.oracle.com

E-Business Suite

Setup

Tables

API

Repository

Configurator ArchitectureConfigurator Architecture

Page 14: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Saved ConfigurationsSaved Configurations

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Incomplete ConfigurationIncomplete Configuration

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Status of IncompleteStatus of Incomplete

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Configuration DownloadConfiguration Download

Page 18: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Administration TasksAdministration Tasks

• Installation of a Central Instance with a dbc file for Each Remote Instance

• Mapping Databases for Central, Source and Target Instances

• Preparing Target Instances for Migrations

• Recompile Database Objects

• Set Open Cursor Limit from 500 to 750

• Set Sleep Seconds for Concurrent Manager

Page 19: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Recommended Database TopologyRecommended Database Topology

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Database MappingDatabase Mapping

Use this button to create a Mapping

Page 21: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Creating Database MappingCreating Database Mapping

A dbc file will need to exist on the

Central Instance for any SID

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Update Database MappingUpdate Database Mapping

Page 23: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

• Automates moving of setup data from one instance to another

• Generates additional setup data based on existing data. For example:– Create a new Accounting Calendar– Create a new Chart of Accounts

iSetup Migrator

Page 24: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

iSetupLoader

APIs

User

Packaged

Configuration File

Source Instance

Target Instance

Setup

Tables

Data Model

Setup

Tables

Data Model

iSetupExporter

APIs

iSetupMigrator UI

Migrator ArchitectureMigrator Architecture

Page 25: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Create Migration Selection SetCreate Migration Selection Set

Create a selection

set from a predefinedTemplate

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More Migration Selection SetsMore Migration Selection Sets

There are currently 14 pre-defined templates

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Migration Selection SetsMigration Selection Sets

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Review Extract Selection SetReview Extract Selection Set

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Submit Extract Selection SetSubmit Extract Selection Set

For a Financials or Discrete Manufacturing

Extract, you may want to schedule for a later run

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Migration ExtractsMigration Extracts

You can download to your local system or

permanently delete the snapshot

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View Extract DetailsView Extract Details

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Download Migration SnapshotDownload Migration Snapshot

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Migration Load HistoryMigration Load History

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Migration Load RequestMigration Load Request

You can load from an iSetup Configuration, a

snapshot extract or from your local system

Page 35: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Review Load RequestReview Load Request

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View Load DetailsView Load Details

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Restart Load RequestRestart Load Request

Here are the 3 restart options from a failed setup step

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• Report on Setup data• Maintain snapshots for later reference• Compare setup data across instances• Compare setup data at different times

iSetup Reporter

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User

Packaged

Configuration File

Source Instance

Setup

Tables

Data Model

iSetupExporter

APIs

iSetupReporter

Reporter ArchitectureReporter Architecture

Reports

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Report HistoryReport History

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Report RequestReport Request

You can Report from an iSetup Configuration, a

snapshot extract or from your local system

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Report from SnapshotReport from Snapshot

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Report Request OptionsReport Request Options

Reports normally complete timely, but

they can also be scheduled for later

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Report Request ConfirmationReport Request Confirmation

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View Request DetailsView Request Details

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Report OutputReport Output

You can view the output from a printable page

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Printable OutputPrintable Output

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iSetup and AIM TasksiSetup and AIM Tasks

• RD.020 – Conduct Current Business Baseline Complete iSetup Questionnaire

• RD.050 – Gather Business Requirements Complete iSetup Questionnaire

• BR.020 – Prepare Mapping Environment Run iSetup Loader

• BR.100 – Define Application Setups Run iSetup Loader Edit iSetup BR.100 document

• TE.060 – Prepare Testing Environments Run iSetup Loader

• PM.040 – Prepare Production Environment Run iSetup Loader

Page 49: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

iSetup and using AIMiSetup and using AIM

Page 50: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

iSetup Integration StrategyiSetup Integration Strategy

Analyze to Agreement

Forecast to Plan

Requisition to Receipt – Direct

Requisition to Receipt – Indirect

Supplier Return to Debit

Supplier Return to Replacement

Inspect to Disposition

Receipt to Assets

Supplier Invoice to Payment

Signal to Replenishment

Expense to Post

PR0153

Distribute Issued

Purchase Orders

PR0153

Distribute Issued

Purchase Orders

• Distribute Purchase Order to Supplier. Distribution is done via email, fax, mail or other electronic or manual means.

GoodsAccepted?

GoodsAccepted?

YES

NO

PR1180

ManageNon-Production

Requisitions

PR1180

ManageNon-Production

Requisitions

• Create a requisition defining the non production, service, administrative, items needed.

• Requisition may be for Fixed Assets or non–catalog items or one time purchases.

PR0128

AuthorizeRequisitions

PR0128

AuthorizeRequisitions

• Approvals can be controlled using amount or account code.

PR1182

Issue a Purchase

Order

PR1182

Issue a Purchase

Order

• PO can be automatically created from Requisition.

• PO can be created manually.

PR0129

AuthorizePurchase

Orders

PR0129

AuthorizePurchase

Orders

• Approvals can be controlled using amount or account code.

PR1935

Receive Non Production

Goods & Services

PR1935

Receive Non Production

Goods & Services

• The non–production goods arrive at the requisitioner/receivers desk.

Supplier Return to DebitSupplier Return to Replacement

Supplier Invoice to Payment

ContractRequired

?

ContractRequired

?

YES

NO

Analyze to Agreement

KPI

KPI

KPI

Business Information

System Configuration

Oracle iSetup

BusinessFlows

Tutor Procedures

Workflows

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Project TimelineProject Timeline

Contract

Signed

Implementer

Selected

Hardware

Ready

Apps

Installed

Begin

iSetup

Configuration

Begin

Testing

Load

iSetup

Configuration

1 5 6 15 17 18 19

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Loading Multiple InstancesLoading Multiple Instances

iSetup Configurator

CRP

System

Test

Production

OriginalConfiguratio

n

RevisedConfiguratio

n

Page 53: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Alternate ApproachAlternate Approach

iSetup Configurator

CRP

System

Test

Production

OriginalConfiguratio

n

Backup

Refine

iSetup Configurator

CRP

System

Test

Production

OriginalConfiguratio

n

Backup

Refine

Page 54: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Configuring Test ScriptsConfiguring Test Scripts

• Assumptions– One RT per form– Data driven– Dynamic linking between RTs to support any

business flow

iSetup

Bus. Flow

Setup Data

Configured RT Suite

Customized Data Files

Page 55: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Oracle iSetup BenefitsOracle iSetup Benefits

• Improve Margins – Deliver fixed-priced services in less time and with fewer resources

• Reduce Cost – Reduce engagement costs to customers as a result of less time and effort to complete setups

• Reduce Risk – Better utilize your Oracle expertise during implementations with proven and consistent setup data. Verify your setups with customers through detailed reports

• 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

Page 56: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

SummarySummary

Knowledge of iSetup Components and their Functions

Advantages & Disadvantages of iSetupCosts of Implementation, Migration,

Upgrade or Re-Implementation OptionDiscuss Product Support and Future

Direction

Page 57: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Additional ResourcesAdditional Resources

• Appsnet– http://www.oracle.com/appsnet– Technology Rapid Implementation

• iSetup web site– http://isetup.oracle.com– Read overview and view tutorial

Page 58: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

ContactsContacts

• Jim Lange, Product Director

E-mail: [email protected]

Phone: 425-820-1203

• Manoj Gupta, Product Manager

E-mail: [email protected]

Phone: 650-506-5947

• Kirk Williams, Project Manager

E-mail: [email protected]

Phone: 832-244-6255

Frontier Office: 713-778-0799

Page 59: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Q & A

Page 60: Oracles Best Kept Secret Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant.

Thank You!