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Oracle’s Best Kept Secret

Oracle’s Best Kept Secret. Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant. Oracle iSetup. Simplifies the Setup and Administration of the Oracle E-Business Suite; thereby Reducing Implementation and Administration Time, Cost, and Risk. Learning Objectives.

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Oracle’s Best Kept Secret

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

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

  3. Learning Objectives • As a result of this presentation, you will be able to: • Understand the iSetup Components and Architecture • Know the Benefits and Limitations of iSetup • Understand the Ongoing Management capabilities of the Oracle E-Business Suite • Know the Supported Products, Upcoming Products and Future Direction

  4. Speaker’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

  5. 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

  6. iSetup 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

  7. iSetup 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

  8. Typical Implementation Lifecycle

  9. Oracle 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

  10. 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 Product Support Rel. 11i9

  11. iSetup Functional Architecture

  12. iSetup Configurator • 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

  13. Configurator Architecture iSetup.oracle.com iSetup Configurator Configurator Database User Packaged Configuration File E-Business Suite iSetup Loader API Repository Setup Tables APIs

  14. Saved Configurations

  15. Incomplete Configuration

  16. Status of Incomplete

  17. Configuration Download

  18. Administration 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

  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. iSetup Migrator • 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

  24. Migrator Architecture Source Instance iSetup Exporter iSetup Migrator UI Data Model APIs User Setup Tables Packaged Configuration File Target Instance iSetup Loader Data Model Setup Tables APIs

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

  39. Reporter Architecture Source Instance iSetup Exporter Data Model User APIs Setup Tables Packaged Configuration File 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 • 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

  49. iSetup and using AIM

  50. iSetup Integration Strategy Business Information Workflows System Configuration Oracle iSetup Tutor Procedures Business Flows

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