Checklists for Upgrading from Release 12 to Release 13 · 2 | ORACLE HCM CLOUD: CHECKLISTS FOR...

Checklists for Upgrading from Release 12 to Release 13

Oracle HCM Cloud Service

O R A C L E W H I T E P A P E R | F E B R U A R Y 2 0 1 8

ORACLE HCM CLOUD CHECKLISTS FOR UPGRADING FROM RELEASE 12 TO RELEASE 13

Table of Contents

Introduction 1

Upgrade Approaches 1

Five Phases of Project Management for an Upgrade 2

Evaluate Overview 2

Areas of Focus 2

Expected Outputs 2

Activities 2

Evaluate Checklist 3

Plan Overview 4

Areas of Focus 4

Expected Outputs 4

Activities 4

Plan Checklist 5

Configure Overview 6

Areas of Focus 6

Expected Outputs 6

Activities 6

Configure Checklist 7

Test Overview 8

Areas of Focus 8

Expected Outputs 8


Activities 8

Test Checklist 9

Rollout Overview 10

Areas of Focus 10

Expected Outputs 10

Activities 10

Rollout Checklist 11

To Do Lists 12

Release 13 Upgrade Planning Checklist 14

FAQs 16

1 Where is the documentation for Release 13 schemas tables and columns 16

2 What are the latest requirements for integrating HCM Cloud and Taleo Recruiting 16

3 What is so important about FSM Enabling Offerings 16

4 What are the supported DBIs (database items) and UE (user entity) for HCM Extracts 16

5 What Talent DBIs are enabled for use in Fast Formulas 16

6 Can my customer switch to the new Two Tier - Multiple Contract - Single Assignment Employment Model 16

7 What are the impacts of Workflow Approval Management (Doc ID 23296961) on a HCM Cloud only customer 17

8 What is the ESS job ldquoUser identity synchronization from this SaaS instance to the PaaS Identity Storerdquo 18

9 What other setup tasks does translation editor support 18

10 What is new with Customization Set Migration (CSM) 19

11 Are there any processes or tools to check inconsistent state of setup data and employment data 19

12 What else is new with the Home Page Experience 20

13 Where is the environment revision version information displayed 22


14 What is a consolidated URL 23

On a final note 23

1 | ORACLE HCM CLOUD CHECKLISTS FOR UPGRADING FROM RELEASE 12 TO RELEASE 13

Introduction

This white paper helps ensure that you complete all the tasks for a successful upgrade Follow the

step-by-step instructions in the upgrade planning checklists to track and plan the Release 13 upgrade

These checklists are designed to provide advanced planning information Release 12 customers may

choose to use this information to plan future solutions as they are enhanced For some localization

customers upgrade is essential to meet compliance requirements

It is crucial to develop a release plan to ensure a smooth transition from old technology to new

Further resources that you can consult before you upgrade

raquo Oracle Applications Cloud - Release 13 Upgrade Planning (Doc ID 20169811)

raquo Oracle Human Capital Management Cloud Functional Known Issues - Release 13 (update 17C)

(Doc ID 23036411)

raquo Oracle Human Capital Management Cloud Functional Known Issues - Release 13 (update 17D)

(Doc ID 23245181)

raquo Applications Cloud Configuring and Extending Applications - Release 13 (update 17D)

(Documentation)

raquo Oracle HCM Cloud Release 13 Functional Setup Manager Enable Offerings FAQ (Doc ID

23546061)

raquo Oracle Global Human Resources Cloud Release 13 (update 17D) (Videos)

raquo Spotlights (Videos) Human Capital Management (17B) Global Human Resources(17B) Talent

Management(17B) Workforce Management(17B)(17CD) Workforce Rewards(17B)

raquo Oracle HCM Cloud User Experience Innovation (Video)

Upgrade Approaches

You must evaluate your business priorities versus resource availability in order to determine how to plan your

upgrade Common approaches are

raquo Technical Upgrade Only Strictly upgrade No feature uptakes are included and you validate the deployed

business processes in Release 12 continue to work after the upgrade The intention is to defer adoption of new

features and products to post-upgrade new project initiatives

raquo Technical Upgrade and Light Features Uptake Upgrade plus minimal feature uptakes for example

localization changes or additional language install

raquo Technical Upgrade and Features Uptake Upgrade plus key product complete features uptake for example

brand new user experience including new Default Landing Page


Five Phases of Project Management for an Upgrade

Consider dividing your upgrade project into phases for optimal outcome making it easier to manage and monitor

The following model has been used during upgrades by many customers and is considered a best practice

Evaluate Overview

This phase aims to

Evaluate the added functions and features in the new release taking core and future business

requirements into account

Explore possibilities to improve user experience efficiency and effectiveness

Examine browser and operations enhancements with an emphasis on improving client response time

Areas of Focus

Understand value and enhancements in Release 13 see Release Updates

Highlight process changes and improvements

Gauge potential business impact of an upgrade

Begin to define an upgrade strategy including your Managed Cloud if any

Confirm upgrade schedule via My Services

Estimate upgrade efforts

Communications with parties concerned ndash upstream and downstream

Expected Outputs

Risk and mitigation measures for upgrading to Release 13

Business impacts

o Expected benefits for the business

o Expected costs (resources time impact on co-existence etc)

Entryexit criteria

Activities

1 Agree upon upgrade schedule including CloudOps tasks such as P2TT2T language packs pod re-

sizing etc See Lead Time tab on Release 13 Upgrade Planning Checklistxlsx

2 Review product enhancements See Release Readiness Training Events on Customer Connect

3 Contemplate configuration management See R13 PRE-UPG To Do Lists

4 Review performance and scalability improvements

5 Review potential environmental impact

6 Review add-on localizations andor languages

Evaluate Plan Configure Test Rollout


Evaluate Checklist

Activity Action

by

Decision (if

applicable)

1 Define an upgrade strategy including your Managed Cloud Taleo Recruiting if any

2 Arrange upgrade schedule via My Services

3 Arrange CloudOps requests such as P2TT2T language packs pod re-sizing etc

4 Review product enhancements

5 Contemplate configuration management see R13 PRE-UPG To Do Lists against the upgrade instance




9 Upgrade impact assessment including upstream and downstream

10 Risk and mitigation plan

11 Business benefits realization

12 Each instance entryexit criteria



Plan Overview

This phase aims to Formulate the upgrade project including the project management details from roles and

responsibilities to testing

Areas of Focus

Project resource planning

Upgrade plan and timelines

Prepare test scope and iteration

Assessment of end-user impact re change management

Establish issue resolution process

Expected Outputs

Detailed upgrade plan

Project organization and governance

o Test plan including regression testing language testing and integration testing

o Resource allocation and task assignments

Projected timeline with built-in milestones and contingency plans

Activities

1 Consider impact on user learning materials

2 Define testing strategy and testing flows

3 Identify training needs

4 Address impact on 3rd party components and interfaces

5 Articulate defectissue resolution process

6 List of milestone deliverables

7 Define milestone checkpoints

8 Project kickoff session



Plan Checklist

Activity Action by Decision (if applicable)

1 Project plan



4 Identify project teamsrsquo training needs


6 Issue resolution process




10 Business change communications about the upgrade



Configure Overview

This phase aims to Further develop and validate an end-to-end upgrade project plan focusing on the technical

aspects of the upgrade and configuration of components Configuration steps include integration testing ensuring

that components fit and function together seamlessly

Areas of Focus

End-to-end assessment ndash onlineoffline process steps

Release 13 changes ndash activatedisable new features

Validation against system administration setup ndash enabledisable notification

Expected Outputs

An upgraded Release13 test environment available for various testing work streams ie Business

FunctionalLanguages HCM Data Loader Extracts Payroll Interfaces Reporting

Specific upgrade changes to be noted for the next pod upgradetest iteration

Entry criteria met

Activities

1 Design decisions

2 Configuration changes and migration methods

3 Complete post-upgrade technicalfunctional steps See R13 POST-UPG To Do Lists



Configure Checklist


1 Design decisions


3 Complete R13 POST-UPG To Do Lists against the upgraded instance

4 Update project plan

5 Document instance-specific upgrade changes for the next upgradetest iteration

6 Test team training

7 Test scripts amp target testing population



Test Overview

This phase aims to cover

Quantitative testing procedures

Functionality validation

Enterprise Scheduling Service (ESS) process validation

Integration validation

Business and technical requirement validation

Defect discovery and regression testing

Areas of Focus

Functional

HCM Data Loader Extracts Payroll Interfaces

System performance

Referential data validation

Reports amp Analytics

Upgrade patchbug fixes escalation

Expected Outputs

System performance baseline

Testing progress statusresults

Decision to execute full test iteration

GoNo-go Decision to proceed to Rollout or return to PlanConfigure stages

Activities

1 Verify post-upgrade technicalfunctional changes See R13 POST-UPG To Do Lists

2 Check outstanding ldquoREL13UPGrdquo SR bug ETAs and patching schedules

3 Validate upgrade is successful

4 Consolidate changes for user learning materials



Test Checklist


1 Verify post-upgrade technicalfunctional changes see R13 POST-UPG To Do Lists




5 Instance performance baseline

6 Testing progress statusresults

7 Decision to execute full test iteration

8 GoNo-go Decision to proceed to Rollout or return to PlanConfigure stages

9 Review production pod upgrade schedule

10 Promote configuration changes to production instance

11 Business change communications upgrade progress

12 End user learning activities



Rollout Overview

This phase aims to Apply the refined project plan for the upgrade from Release 12 to Release 13 to the Production

environment

Areas of Focus

Replication of specific test iteration on SupportParallel Production instance

Basic checks of business flow and data quality

Post-upgrade monitoring of production system

Expected Outputs

Systemuser documentation finalized

Production system finalized

Activities

1 Configuration migration

2 Examine exit criteria re readiness to upgrade production

3 Communication to Oracle via My Services to confirm production upgrade

4 SupportParallel Production instance refresh to start immediately after production goes live

5 Smoke testing the upgraded production pod

6 Sign-off on the Release 13 production upgrade

7 Document lessons learned

8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)

1 Review exit criteria re readiness to upgrade production

2 Confirm production upgrade via My Services

3 Support instance P2T refresh

4 Smoke testing the upgraded production instance

5 Sign-off Release 13 production upgrade

6 Business change communications upgrade conclusion with known issues and instance release to end users


8 Project closure

9 Post-upgrade monitoring notion



To Do Lists

If your project is part of a pilot program live in prior release and has a few features to uptake in Release 13 focus on

the following To Do Lists to fast track your upgrade

R12 PRE-UPG Key Actions Helpful Tips

Oracle Hosted SFTP

Server Deprecation

Announcement (Doc ID 23128671) Transition to UCM or a different SFTP Server

Choose dates for

R13UPG

(first come first

served)

Feasibility of Technical Upgrade only

Self-service request via My Services

Schedule P2TT2T via My Services

Release 13 Upgrade Planning Checklist for resource planning

raquo New Features (see column B)

raquo Release Schedules (see columns CE)

raquo Upgrade Impact (see column D)

action is on the partner and customer to assess the impacts that

Oracle can only suggest potential impacts

Stage to upgrade on Tuesdays whereas Production(Prod)Parallel

Prod on Weekends

o replay Scheduling Rel13 Upgrade on Customer Connect

If project in midst of implementation phase consider upgrade

Stage and Pre-Prod in the same week

If customer is live and has one Stage one Parallel Prod

consider upgrade ProdParallel Prod in the same week

thereafter P2T

o see Doc ID 20157881 for Environment Refresh

o see Doc ID 16322611 for P2TT2T Guidelines

o see Doc ID 21086811 for TaleoHCM Cloud Refresh

o see Doc ID 21735131 for new environment with refresh

o see Doc ID 20923891 for Data Masking

Environment

Readiness

Custom Data Masking via HDL

Activate Single Sign-On (SSO) on stage

Scramble production confidential data eg Grade Salary etc

Re-activate Single Sign-on on stage for testing

o see Doc ID 21005781 for SSO Enablement

Regression test security and connectivity between Fusion

HCM and Taleo Recruiting

o see Doc ID 21206461 for Integration Connectivity

o see Doc ID 21087051 for SSO Integration

Scope of UPG Testing Plan and prepare new test scripts Review functional known issuesworkaround

o See Doc ID 15548381 for Release 13 HCM Cloud

Release 13 Upgrade Planning Checklist for uptake actions

raquo Business flow (see column N)

raquo Profile option values (see column R)

raquo Security roles and function privileges (see column S)

raquo Navigation path (see column T)

raquo Product training and white paper (see columns V-Z)

Decision on Priority Order (AA) Reimplement (AB) Must

Uptake (AC) Consider Hiding (Q) based on columns (FGL)

Enable Offerings Enabling Offerings and Functional

Areas

Enabling Features

Select enable for implementation checkbox

Features and Feature Choices



Configuration Freeze Backup

Change Freeze

Before P2T or T2T if Gold instance

Production changes for example customization

configuration and data fix script to freeze prior to P2TT2T

Publish Sandbox exit dummy sandboxes

Never attempt to import R12 packages to R13

o Exporting and Moving Customizations Points to Consider

o Migrating Application Setup Data Using FSM

Prepare backups in both target and source instances

o see Doc ID 15812941 for archiving BI custom reports

Cease all ESS jobs in source instance for upgrade to start

o see Doc ID 14676641 Doc ID 22064411 for details

R13 POST-UPG Key Actions Helpful Tips

SaaS-PaaS

immediate action

Switch to using consolidated (server)

URL prior to upgrade regression testing

Product family specific nodes like fs crm hcm etc are

replaced by fa example

httpsltsystemNamegtfaltdcsngtoraclecloudcom

o see FAQ14 on page 23 for details

Perform R13 post-

upgrade functional

steps

Configuration Changes Release 13 Upgrade Planning Checklist for resource planning

raquo FSM Opt-in Feature (see column K)

raquo Profile Options (see column R)

raquo Security Role amp Function Privileges (see column S)

Tools Download Desktop Integration Installer Re-install ADFdi correct version on client

(Navigator) Tools gt Download Desktop Integration Installer

Service Requests REL13UPG triage process

POD = instance name

Tag the SR with prefix in the Problem Summary field eg

REL13UPGPODGHRNULLPOINTER EXCEPTION ERROR DURING

NEW PERSON HIRE

On-going Uptakes Announcements (Month) Advisory -

Visibility into New Cloud Apps

Functionality

Specifically this communication lists the products that release

new functionality in the forthcoming schedule

Review the updated Whats New for the recent changes Read

Revision History first


Release 13 Upgrade Planning Checklist

This worksheet is designed to help you prepare your upgrade scope of work Download the Release 13 Upgrade

Planning Checklistxlsx (see attachment) and decide what you need for this upgrade

Details in columns A-CR-Z are taken from the Whatrsquos New document and columns QAA-AH are for customer use

Note Alter the use of customer columns or create additional columns to suit your needs

Figure 1 Easy ways to scope out your upgrade

How to use this planning checklistxls

raquo Step 1 Ignore Mark any products not in use and localizations in column A with a Yes in column AE Next open

the filter for column Y uncheck Select All and check Blanks

raquo Step 2 Prioritize

raquo Must Uptake Mark with a Yes in column AC for localization statutory updates Next open the filter for

column W uncheck Select All and check Blanks

raquo Postpone Mark with a Yes in column AD for very desirable features and somewhat desirable features that

can be deferred For example if your 2018 Flexible Benefits Program Open Enrollment is to start in the

month of December then deploy the Benefits new features at a later stage Next open the filter for column

AD uncheck Select All and check Blanks

raquo Re-implement Open the filter for column M uncheck Select All and mark with a Yes Mark with a Yes in

column AB for highly desirable features including Business Intelligence Clear all filters

raquo Consider Hiding Open the filter for column F uncheck Select All Next open the filter for column AE

uncheck Select All mark with a Yes in column Q if relevant Repeat checking column F against column AD

Once done clear all filters

Open the filter for columns ADAE uncheck Select All and check Blanks Prioritize core products in column AA

with the order of 1 2 or 3 Clear all filters Open the filter for column AA uncheck Select All and check Blanks

and enter the correct priority order against columns ADAD

raquo Step 3 Estimated Efforts Open the filter for column AE check Blanks Enter estimated efforts in days or hours

in column AF


raquo Step 4 Create PrivotTable Select the range and select New Worksheet

The PrivotTable helps you formalize scoping decision

Figure 2 PrivotTable indicating the scope and efforts


FAQs

1 Where is the documentation for Release 13 schemas tables and columns

raquo See Oracle Help Center re Tables and Views for Oracle HCM Cloud Tables and Views for Common Features in

Oracle Applications Cloud

2 What are the latest requirements for integrating HCM Cloud and Taleo Recruiting

raquo Taleo 15B is approaching end of life by Sept 30 this year Customers must complete their Release 17 upgrade by

Sept 30 and they may want to consider planning it in conjunction with their HCM upgrade See Doc ID 16030341

for details

raquo The OOTB integration solution is certified for the following release pairings see also documentation

raquo Fusion R12 R131711(17D) R131802(18A) with TEE 17

raquo Fusion R12 R131711(17D) R131802(18A) with TEE 15B

3 What is so important about FSM Enabling Offerings

raquo Starting Release 13 Navigator or Menus are available only if the offerings with which they are associated with are

enabled through Setup and Maintenance In addition each user must have appropriate security to see the menu

entry Read Doc ID 22449631 for details

raquo For offering name vs the cloud service mapping see Doc ID 23546061 for details

4 What are the supported DBIs (database items) and UE (user entity) for HCM Extracts

raquo The list REL13 Entity amp Attribute Spreadsheet contains only UE name (not the route name or query) which will be

used to create Data Group and the DBI which will be used to create Attribute in the extracts

raquo The output contains the route name and query REL13 DBI Route And Route Queryxls

raquo The output contains lists all of the database items in addition to the list of all the Module Name their

corresponding User Entity and Database Item Group REL13 DBI Spreadsheetxls

raquo The output contains the UE and DBI REL13 Entity amp Attribute Spreadsheetxlsx

5 What Talent DBIs are enabled for use in Fast Formulas

raquo Goal Management download REL13 TalentDBI HRG_HcmGoalCorexlsx

raquo For person context DBIs search for prefix HRG_PER

raquo Performance Management download REL13 TalentDBI HRA HcmPerformanceCommonxlsx

raquo For person_id assignment_id context DBIs eligibility rule usage search for prefix _FF_

raquo For DBIs specific to an evaluation and participant to be used in fast formula type Performance Rating

Calculation search for prefix _FC_

raquo For eligibility rule return variable of the formula ELIGIBLE (either Y or N) and no other variable name

can be used

raquo In the calculation rule name of the return variable must be L_RETURN_VALUE numeric only

raquo Profile Management download REL13 TalentDBI HRT HcmProfileCorexlsx

raquo For person context DBIs search for prefix HRT_PERSON

6 Can my customer switch to the new Two Tier - Multiple Contract - Single Assignment Employment Model

raquo Customers can easily switch to any employment model when no work relationship exists in the old employment

model See Application Help on Selecting the Employment Model Critical Choices for more details

raquo If live customers plan to switch to either Single contract or Multiple Contract please raise Service Request for a

script from Development to initialize the contract region


7 What are the impacts of Workflow Approval Management (Doc ID 23296961) on a HCM Cloud only customer

raquo Instead of logging in to BPM Worklist (httpshostportintegrationworklistapp) you can navigate to global

header - choose Bell icon for Pending Notifications - select More Details button ndash click open Username

dropdown - choose Administration - select Administration tab for the Application Preferences region

raquo Notification Mode defaulted to All for enabling Bell and Email Notification types Note Worklist Notification is

always-on

raquo Schedule Synchronize Bell Notifications via Tools gt Scheduled Processes to regularly refresh listing in

the Bell Notifications according to the BPM Worklist see Doc ID 22926601 for more information


raquo Email ldquoFromrdquo Display Name is to set up Alias name for senders mail ID example lsquoFusionrsquo if necessary This is

not the same as Custom MailFrom

raquo Navigate to Tools - select Worklist for Worklist Notifications and Approvals Note notifications are no longer

segregated by product family owing to the consolidated SOA domains in Release 13 Notifications will render by

the order of incoming timestamp

raquo In BPM Worklist customers can create User View by Task Type Process Name andor Outcomes

8 What is the ESS job ldquoUser identity synchronization from this SaaS instance to the PaaS Identity Storerdquo

raquo Read documentation for more details about Federated SSO between PaaS-SaaS with IDCS (Oracle Identity

Cloud Service) andor Shared Identity Management (SIM)

raquo Use the new profile option FND_SYNC_JOB_TYPE for specific requirement

raquo USER Sync only users

raquo ROLE Sync only roles and role assignments

raquo ALL Sync both users and rolerole assignments

raquo See Modify ESS Sync Job Profiles for a full list of profile options

9 What other setup tasks does translation editor support

raquo You can directly configure translation in ManageLookups ManageFlexfields Manage Messages Manage

Profile Options and Manage Questionnaires

raquo Use profile option FND_TRANS_EDITOR_LANGS to limit languages shown in the pop-up example lsquoUSJAKOrsquo

no ZHS


10 What is new with Customization Set Migration (CSM)

raquo No longer all or nothing CSM now offers selective choices See documentation for additional details

11 Are there any processes or tools to check inconsistent state of setup data and employment data

raquo Administrators can use Diagnostic Test Framework (DTF) (video) to collect and manage information about a

problem for self-help or share it with Oracle Support for technical assistance See Doc ID 13582071 for types

and sample outputs of diagnostic tests available to the HCM Cloud

raquo All users can choose Record Issue for reporting system performance or online error Print Me is an alternate

option for a screenprint

raquo In addition customers can run worker andor payroll data validation reports against a given legal employer Read

Doc ID 19649591 for the how-to guide

raquo By running the Correct Employment Data Integrity Issues scheduled process you can choose the Update mode

to apply fixes of your own accord See Application Help on Checking and Correcting Employment Related Data

Issues Procedure for the common issues


12 What else is new with the Home Page Experience

raquo Instead of Display Name the UI shows the personrsquos profile photo To change the default update profile option

FND_USER_PHOTO_ENABLED for displaying userrsquos full name

raquo User can choose Update Photo via Set Preferences of which recently accessible under Tools a springboard

access card Update Photo is also available via Quick Action


raquo The available layers have changed when using composer for customizing pages

raquo Driven via the pagination dot landing page the Personalize icon changes

raquo Page Scroll arrows for previous or next landing page are available in addition to the pagination dots


raquo Users can personalize the Global Search by enabling Search Categories and Autosuggest Groups The

Search Popup lists Recent Items Recent Searches Saved Searches where Watchlist can be added

13 Where is the environment revision version information displayed

raquo The Maintenance Completion cloud notification indicates the revision version ref Update Policy - Enterprise

Release 13 (Doc ID 19661091)

raquo Customers can also query the same information from About this Application and FSM Manage Setup Content


14 What is a consolidated URL

raquo Upon upgrade to Release 13 all Fusion Applications should be accessed using a consolidated URL see the

naming pattern below


raquo Example the system name is acme and based in data center 6 then the consolidated URL would be

httpsacmefaus6oraclecloudcom

raquo Note 1 Product family specific nodes like fs crm hcm etc are all replaced by fa

raquo Note 2 SSO URL will remain the same after upgrade to Release 13

raquo Note 3 For a few Release 12 customers with an existing URL pattern like

httpsfs-ltsystemNamegtoracleoutsourcingcom

httpshcm-ltsystemNamegtoracleoutsourcingcom etc

then the new pattern would be

httpsfa-ltsystemNamegtoracleoutsourcingcom

raquo Important Note All browser-based access of Fusion Applications and On-Premise services integrating with

Fusion Applications in SaaS must switch to using the consolidated URL immediately after the upgrade

raquo This also changes how the HCM Cloud Mobile URLs are constructed

raquo Post-R13 upgrade HCM Cloud Mobile existing users should not be affected as there is automatic

redirection process to use the new URL

raquo Customersusers new to the R13 HCM Cloud Mobile setup for the first time should follow below pattern

httpsltpod_namegtfaltdata_centergtltdomaingtcomhcmUIrestv2

raquo See Oracle TAP Doc ID 20559491 re Constructing the Server URL for further details

On a final note

Oracle HCM Cloud provides a straightforward upgrade experience Get prepared in advance for a successful transition to the latest release updates

Useful Reference

Oracle Help Center

httpsdocsoraclecomencloudsaasindexhtml

Application Help

httpsfusionhelporaclecom

Customer Connect

httpscloudcustomerconnectoraclecompagesa637e850e8

All White Papers for Fusion Applications HCM

httpssupportoraclecomrstype=docampid=15044831

to receive important updates subscribe to the Hot Topics Email feature on My Oracle Support

Oracle Corporation World Headquarters Worldwide Inquiries

500 Oracle Parkway Phone +16505067000

Redwood Shores CA 94065 USA Fax +16505067200

Copyright copy 2018 Oracle andor its affiliates All rights reserved This document is provided for information purposes only and the

contents hereof are subject to change without notice This document is not warranted to be error-free nor subject to any other warranties or conditions whether expressed orally or implied in law including implied warranties and conditions of merchantability or fitness for a particular purpose We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document This document may not be reproduced or transmitted in any form or by any means electronic or mechanical for any purpose without our prior written permission Oracle and Java are registered trademarks of Oracle andor its affiliates Other names may be trademarks of their respective owners Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International Inc AMD Opteron the AMD logo and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices UNIX is a registered trademark of The Open Group 0218 Oracle HCM Cloud Checklists for Upgrading from Release 12 to Release 13 February 2018 Author Surlina Yin

C O N N E C T W I T H U S

blogsoraclecomoracle

facebookcomoracle

twittercomoracle

oraclecom


Table of Contents

Introduction 1

Upgrade Approaches 1

Five Phases of Project Management for an Upgrade 2

Evaluate Overview 2

Areas of Focus 2

Expected Outputs 2

Activities 2

Evaluate Checklist 3

Plan Overview 4

Areas of Focus 4

Expected Outputs 4

Activities 4

Plan Checklist 5

Configure Overview 6

Areas of Focus 6

Expected Outputs 6

Activities 6

Configure Checklist 7

Test Overview 8

Areas of Focus 8

Expected Outputs 8


Activities 8

Test Checklist 9

Rollout Overview 10

Areas of Focus 10

Expected Outputs 10

Activities 10


To Do Lists 12


FAQs 16
















On a final note 23


Introduction










(Doc ID 23036411)


(Doc ID 23245181)


(Documentation)


23546061)





Upgrade Approaches














Evaluate Overview

This phase aims to





Areas of Focus








Expected Outputs


Business impacts



Entryexit criteria

Activities










Evaluate Checklist

Activity Action

by

Decision (if

applicable)















Plan Overview



Areas of Focus






Expected Outputs






Activities











Plan Checklist


1 Project plan












Configure Overview




Areas of Focus




Expected Outputs




Entry criteria met

Activities

1 Design decisions





Configure Checklist


1 Design decisions









Test Overview








Areas of Focus

Functional


System performance




Expected Outputs





Activities







Test Checklist
















Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom


Activities 8

Test Checklist 9

Rollout Overview 10

Areas of Focus 10

Expected Outputs 10

Activities 10


To Do Lists 12


FAQs 16
















On a final note 23


Introduction










(Doc ID 23036411)


(Doc ID 23245181)


(Documentation)


23546061)





Upgrade Approaches














Evaluate Overview

This phase aims to





Areas of Focus








Expected Outputs


Business impacts



Entryexit criteria

Activities










Evaluate Checklist

Activity Action

by

Decision (if

applicable)















Plan Overview



Areas of Focus






Expected Outputs






Activities











Plan Checklist


1 Project plan












Configure Overview




Areas of Focus




Expected Outputs




Entry criteria met

Activities

1 Design decisions





Configure Checklist


1 Design decisions









Test Overview








Areas of Focus

Functional


System performance




Expected Outputs





Activities







Test Checklist
















Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom



On a final note 23


Introduction










(Doc ID 23036411)


(Doc ID 23245181)


(Documentation)


23546061)





Upgrade Approaches














Evaluate Overview

This phase aims to





Areas of Focus








Expected Outputs


Business impacts



Entryexit criteria

Activities










Evaluate Checklist

Activity Action

by

Decision (if

applicable)















Plan Overview



Areas of Focus






Expected Outputs






Activities











Plan Checklist


1 Project plan












Configure Overview




Areas of Focus




Expected Outputs




Entry criteria met

Activities

1 Design decisions





Configure Checklist


1 Design decisions









Test Overview








Areas of Focus

Functional


System performance




Expected Outputs





Activities







Test Checklist
















Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom


Introduction










(Doc ID 23036411)


(Doc ID 23245181)


(Documentation)


23546061)





Upgrade Approaches














Evaluate Overview

This phase aims to





Areas of Focus








Expected Outputs


Business impacts



Entryexit criteria

Activities










Evaluate Checklist

Activity Action

by

Decision (if

applicable)















Plan Overview



Areas of Focus






Expected Outputs






Activities











Plan Checklist


1 Project plan












Configure Overview




Areas of Focus




Expected Outputs




Entry criteria met

Activities

1 Design decisions





Configure Checklist


1 Design decisions









Test Overview








Areas of Focus

Functional


System performance




Expected Outputs





Activities







Test Checklist
















Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom





Evaluate Overview

This phase aims to





Areas of Focus








Expected Outputs


Business impacts



Entryexit criteria

Activities










Evaluate Checklist

Activity Action

by

Decision (if

applicable)















Plan Overview



Areas of Focus






Expected Outputs






Activities











Plan Checklist


1 Project plan












Configure Overview




Areas of Focus




Expected Outputs




Entry criteria met

Activities

1 Design decisions





Configure Checklist


1 Design decisions









Test Overview








Areas of Focus

Functional


System performance




Expected Outputs





Activities







Test Checklist
















Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom


Evaluate Checklist

Activity Action

by

Decision (if

applicable)















Plan Overview



Areas of Focus






Expected Outputs






Activities











Plan Checklist


1 Project plan












Configure Overview




Areas of Focus




Expected Outputs




Entry criteria met

Activities

1 Design decisions





Configure Checklist


1 Design decisions









Test Overview








Areas of Focus

Functional


System performance




Expected Outputs





Activities







Test Checklist
















Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom


Plan Overview



Areas of Focus






Expected Outputs






Activities











Plan Checklist


1 Project plan












Configure Overview




Areas of Focus




Expected Outputs




Entry criteria met

Activities

1 Design decisions





Configure Checklist


1 Design decisions









Test Overview








Areas of Focus

Functional


System performance




Expected Outputs





Activities







Test Checklist
















Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom


Plan Checklist


1 Project plan












Configure Overview




Areas of Focus




Expected Outputs




Entry criteria met

Activities

1 Design decisions





Configure Checklist


1 Design decisions









Test Overview








Areas of Focus

Functional


System performance




Expected Outputs





Activities







Test Checklist
















Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom


Configure Overview




Areas of Focus




Expected Outputs




Entry criteria met

Activities

1 Design decisions





Configure Checklist


1 Design decisions









Test Overview








Areas of Focus

Functional


System performance




Expected Outputs





Activities







Test Checklist
















Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom


Configure Checklist


1 Design decisions









Test Overview








Areas of Focus

Functional


System performance




Expected Outputs





Activities







Test Checklist
















Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom


Test Overview








Areas of Focus

Functional


System performance




Expected Outputs





Activities







Test Checklist
















Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom


Test Checklist
















Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom


Rollout Overview


environment

Areas of Focus




Expected Outputs



Activities








8 Project closure



Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom


Rollout Checklist

Activity Action

by

Decision (if

applicable)








8 Project closure




To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom


To Do Lists




Oracle Hosted SFTP

Server Deprecation


Choose dates for

R13UPG

(first come first

served)











Prod on Weekends






thereafter P2T






Environment

Readiness





















Areas

Enabling Features






Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom




Change Freeze













SaaS-PaaS

immediate action







Perform R13 post-

upgrade functional

steps








POD = instance name



NEW PERSON HIRE



Functionality































in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom



























in column AF






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom






FAQs







for details
























can be used















always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom







always-on






















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom




















no ZHS






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom






















































On a final note


Useful Reference

Oracle Help Center


Application Help


Customer Connect












facebookcomoracle

twittercomoracle

oraclecom








facebookcomoracle

twittercomoracle

oraclecom

Checklists for Upgrading from Release 12 to Release 13 · 2 | ORACLE HCM CLOUD: CHECKLISTS FOR...

Documents

Transcript of Checklists for Upgrading from Release 12 to Release 13 · 2 | ORACLE HCM CLOUD: CHECKLISTS FOR...