Survivor: Living Through an Oracle 11i Upgrade

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Survivor Living Through an Oracle 11i Upgrade

• HR, Payroll, General Ledger, Time Management

Presented by Barbara Freeman Randy
Rudkin 602-684-8154 561-371-3134 barbara.freeman
_at_aris.com randy.rudkin_at_aris.com Aris Corporation
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Todays Topics

• Project Background
• Project Management
• Technical Upgrade Lessons Learned
• Customization Upgrade - Phase Plan
• Upgrade from Functional Perspective
• User Reeducation
• Survival Tactics

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Project Background

• Domestic Coal-Mining Company
• Goals
• Decision to technically upgrade only new
  functionality at later point
• Reduce of Customizations
• Maintain/Extend Oracle Support
• Phases (March-June 2001)
• Upgrade Database from 7.3.4.5.0 to 8.1.6.1
• Upgrade HRMS, GL, TAMS from 10.7 to 11.53
• Upgrade Customizations

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Project Management

• Project Steps
• Vision Database, Conference Room Pilot Plan
• Development, Training, Information Transfer
• Detailed Functional Upgrade Analyses (10.7 vs.
  11i)
• Technical Architecture and Database Changes
• Test System/Integrated Test Plans
• Corporate Users
• Field Users
• Production-Ready System
• Production Shutdown Plan
• Validation Plan
• Contingency Plans

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Project Management

• Resources (FTEs)
• 2.00 Project Managers (1 Overall, 1
  Customizations)
• 2.00 Database Administrators
• .10 System Administrator
• 5.00 Developers
• 1.25 HR Functional
• 2.00 Payroll Functional
• 1.00 GL Functional
• 1.25 TAMS Functional

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Project Management

• Tools
• Internal Request Management System
• Outlook Project Calendar
• Project News Flash
• Project Plans MS Project, PowerPoint Graphics
• Logs - Decisions Made, Issue Resolution
• Functional, Technical, ESC Meetings
• Communication

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Technical Upgrade Lessons Learned

• Upgrade vs Implementation
• There is a difference!
• Concept of Instances no longer applicable
• Test system never the same as production
• Each CRP is different
• Look for print problems
• Dont count on Oracle Support as your only or
  last answer

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Customization Upgrade - Phase Plan
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Upgrade from Functional Perspective

• Upgrade Analysis Walkthrough
• Function by function comparison
• Navigation and User Interface changes
• Action Items
• Issues
• Future Functionality
• Unit and Integrated Test Plans
• Detailed test scenarios by product and
  functionality
• Each CRP
• Production Validation

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User Reeducation

• Self Study Guides
• Follow up Calls
• On-site, Centralized training class (combined
  with testing)

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To Be a Survivor

• Key Flexfields
• Descriptive Flexfields
• Elements
• Lookup Tables
• Oracle Seeded Reports
• Table Structure and Values
• Assignment Sets
• Basic Benefits

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To Be a Survivor

• HRMS Security
• Custom Menus
• Request Groups
• Custom Reports Security Profile
• Custom Report Performance
• Secure Users
• Formulas
• ADI
• Environment Issues

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To Be a Survivor

• Data Migration
• Oracle MetaLink

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SUMMARY

• Multiple Migration tests
• Comprehensive Test scripts
• Production Cutover

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