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SAP R/3 upgrades

SAP R/3 upgrades. A Methodology overview. Overview. Why Upgrade ? What’s Effected ? What Can Be Reused ? What Will Be New or Changed ? What Does The Project Include ? What’s New With Upgrading to 4.x? Lessons Learned. Why Upgrade ?. Provide new capabilities Fix bugs

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SAP R/3 upgrades

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  1. SAP R/3 upgrades A Methodology overview

  2. Overview • Why Upgrade ? • What’s Effected ? • What Can Be Reused ? • What Will Be New or Changed ? • What Does The Project Include ? • What’s New With Upgrading to 4.x? • Lessons Learned

  3. Why Upgrade ? • Provide new capabilities • Fix bugs • Eliminate customization • Stay current (Address end of life issues) • Business process extension • mySAP.com • APO • CRM • BW • To upgrade other components • Database • Operating system • Corporate structure changes • Merger, acquisition, divestiture

  4. What’s Effected ? • Database servers • Application servers and workstation GUIs • Processes • Data • Interfaces • Customization • Reports • Training and documentation • People - users, IS, and project team

  5. What Can Be Reused ? • Processes that do not change between versions • Related documentation and training materials • Technical design/code potentially not effected by the upgrade • Interfaces • Customizations • Reports • Layout Sets • SAP terminology, knowledge, skills • Project team • Process knowledge of the end user community

  6. What Will be New or Changed? • New or changed processes, documentation, & training • Interfaces, reports, etc. impacted by changes in the target SAP table structures, coding syntax, and/or different screen flow • New customized functionality • To supplement new, changed, or existing processes • Customization that can be removed • User exits • Custom ABAPs

  7. SYSTEM DESIGN TEST & TRAINING SYSTEM CONSTRUCTION PROJECT PREPARATION GO-LIVE & SUPPORT What Does The Project Include?

  8. What Does The Project Include? • Project Preparation • Build the business case and justification • Define the scope • Prepare the project work plan • Review user requirements • What outstanding system change requests can be met by the upgrade? • What new functionality do we want from the upgrade? • Review organizational change impact • Develop other project management deliverables • Issue resolution plan • Risk analysis • Project standards • Software configuration management plan

  9. What Does The Project Include? • System Design • Review/Setup environments • Sandbox • Development • QA • Others • Process design and regression • As-Is flows • To-Be flows • Results in new and modified flows as needed

  10. What Does The Project Include? • System Design (continued) • Data design and regression • R/2 - R/3 ABAPs • Source to target table changes • Customization design and regression • Resulting in customization specifications for functionality gaps between the current and new version • Interface design and regression • Resulting in interface design for new and modified interfaces • Report design and regression • Resulting in report design for new and modified reports • Establish business scenarios • For new and modified business flows that will need to be tested

  11. What Does The Project Include? • System Construction • Develop upgrade execution plan • Develop training plan and training materials • For new and changed functionality • Develop system test plan • Individual business process tests • Fixes and rework • End-to-end test • Produce records

  12. What Does The Project Include? • System Construction (Continued) • Execute upgrade - iterate with testing • Perform first test upgrade • Move to first test cycle • Fix and rework problems found during test • Iterate until upgrade is successful • Configure changed and new processes • Conversion programs • Interfaces • Reports

  13. What Does The Project Include? • Test & Training • Conduct system test - iterate with conversion • Test the actual upgrade • Individual business process tests • Test ABAP customized code and changed SAP code • End-to-end test • Re-testing for time estimates and documentation verification • Produce records • Plan detailed organizational changes • For new or modified functionality • Conduct user training • For new and modified functionality

  14. What Does The Project Include? • Test & Training (Continued) • Conduct additional testing • Performance testing/tuning • User acceptance testing • Develop detailed cut-over plans • How long will it take? • What is the landscape path? • Who is responsible for what?

  15. What Does The Project Include? • Go-Live & Support • Finalize cut-over plan • Develop “Go Live” contingency plan • Develop system support plan • Install upgraded system • Use records produced during construction/test iteration • Implement organizational changes • Go Live • Support system

  16. Business Processes Development Basis Upgrade Components Configuration Authorizations Reports/Layout Sets Interfaces/EDI/Conversions Modifications/Enhancements Data Dictionary Objects Operating System/Database Upgrade (R3up/R3Setup) Preparation Post-Processing

  17. Upgrading to 4.x • R/3 Upgrade Assistant - Upgrade systems remotely via a web browser • PREPARE tool pre-loads data and helps reduce upgrade time • Modification conflicts can be identified via PREPARE - prior to actually upgrading

  18. Lessons Learned • The current functionality will still exist in the upgraded system • Make sure to look at: • Configuration that may have changed during the upgrade • New configuration that needs to be adjusted to fit the current process flows • Follow a structured methodology • Similar in many ways to a straight implementation

  19. Lessons Learned • Depending on situation, it may be less painful and expensive to do a new implementation • You get good reuse from process documentation and training materials • Plan organizational impact

  20. Lessons Learned • Even if it doesn’t appear to be affected, test to make sure • Schedule MANY dry run test upgrades • Upgrade project is very linear - plan accordingly and do not expect overlap • Pay attention to the version of everything involved • SAP • Database • Operating system • Interfacing systems

  21. Lessons Learned • Complexity of the upgrade is directly related to how well the systems have been maintained • Select team members carefully • Similar to the original implementation, they should have a strong understanding of the business process in their area • If not, some of the processes may be overlooked

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