Williams, Kirk iSetup OAUG 2004 V3

Oracle’s Best Kept SecretOracle iSetup

Kirk WilliamsFrontier 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

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

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

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

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

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

Typical Implementation LifecycleTypical Implementation Lifecycle

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

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

iSetup Functional ArchitectureiSetup Functional Architecture

• 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

iSetupLoader

APIs

iSetup Configurator

User

Configurator

Database

Packaged

Configuration File

iSetup.oracle.com

E-Business Suite

Setup

Tables

API

Repository

Configurator ArchitectureConfigurator Architecture

Saved ConfigurationsSaved Configurations

Incomplete ConfigurationIncomplete Configuration

Status of IncompleteStatus of Incomplete

Configuration DownloadConfiguration Download

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

Recommended Database TopologyRecommended Database Topology

Database MappingDatabase Mapping

Use this button to create a Mapping

Creating Database MappingCreating Database Mapping

A dbc file will need to exist on the

Central Instance for any SID

Update Database MappingUpdate Database Mapping

• 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

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

Create Migration Selection SetCreate Migration Selection Set

Create a selection

set from a predefinedTemplate

More Migration Selection SetsMore Migration Selection Sets

There are currently 14 pre-defined templates

Migration Selection SetsMigration Selection Sets

Review Extract Selection SetReview Extract Selection Set

Submit Extract Selection SetSubmit Extract Selection Set

For a Financials or Discrete Manufacturing

Extract, you may want to schedule for a later run

Migration ExtractsMigration Extracts

You can download to your local system or

permanently delete the snapshot

View Extract DetailsView Extract Details

Download Migration SnapshotDownload Migration Snapshot

Migration Load HistoryMigration Load History

Migration Load RequestMigration Load Request

You can load from an iSetup Configuration, a

snapshot extract or from your local system

Review Load RequestReview Load Request

View Load DetailsView Load Details

Restart Load RequestRestart Load Request

Here are the 3 restart options from a failed setup step

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

iSetup Reporter

User

Packaged

Configuration File

Source Instance

Setup

Tables

Data Model

iSetupExporter

APIs

iSetupReporter

Reporter ArchitectureReporter Architecture

Reports

Report HistoryReport History

Report RequestReport Request

You can Report from an iSetup Configuration, a

snapshot extract or from your local system

Report from SnapshotReport from Snapshot

Report Request OptionsReport Request Options

Reports normally complete timely, but

they can also be scheduled for later

Report Request ConfirmationReport Request Confirmation

View Request DetailsView Request Details

Report OutputReport Output

You can view the output from a printable page

Printable OutputPrintable Output

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

iSetup and using AIMiSetup and using AIM

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

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

Loading Multiple InstancesLoading Multiple Instances

iSetup Configurator

CRP

System

Test

Production

OriginalConfiguratio

n

RevisedConfiguratio

n

Alternate ApproachAlternate Approach

iSetup Configurator

CRP

System

Test

Production


n

Backup

Refine

iSetup Configurator

CRP

System

Test

Production


n

Backup

Refine

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

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

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

Additional ResourcesAdditional Resources

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

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

ContactsContacts

• Jim Lange, Product Director

E-mail: [email protected]

Phone: 425-820-1203

• Manoj Gupta, Product Manager


Phone: 650-506-5947

• Kirk Williams, Project Manager


Phone: 832-244-6255

Frontier Office: 713-778-0799

Thank You!

Williams, Kirk iSetup OAUG 2004 V3

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