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Fusion app deployment_upgrade_con7626_pdf_7626_0001
Transcript of Fusion app deployment_upgrade_con7626_pdf_7626_0001
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2012 Rhapsody Technologies, Inc., All rights reserved.
Bringing People, Processes and Technology Together 1
Fusion Applications: A Primer and
Implementation Approaches
2nd October, 2012
Session ID: CON7626
Mani Kumar Manda
Rhapsody Technologies, Inc.
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2012 Rhapsody Technologies, Inc., All rights reserved.
Bringing People, Processes and Technology Together 2
Agenda
As a result of this presentation, you will learn about
Fusion Applications:
• What it is?
• How is it made of?
• What it means to you?
• When it is coming?
• Recommendations
• Resources
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Bringing People, Processes and Technology Together 3
Introduction
• Founder and Chair for OAUG CDM SIG
• http://cdmsig.oaug.org
• http://groups.yahoo.com/group/cdmsig
• Founder/President of Rhapsody Technologies, an
Oracle partner specialized in implementing
Oracle’s MDM applications
• Speaker on topics associated with Oracle’s MDM
products • Customer Data Hub, Product Hub, Site Hub and Supplier
Hub
• Oracle eBusiness Suite, Oracle Fusion Applications
• Working with Oracle Applications for 17+ years
and implemented Technology Solutions for clients
in many industries.
Mani Kumar Manda
Rhapsody Technologies, Inc.
Naperville, IL, USA
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Bringing People, Processes and Technology Together 4
ABOUT RHAPSODY
•Founded in 1998
•Preferred Partner of Oracle
•Managed by a team of veterans with over a century of collective experience
•A player in MDM space even before the term “MDM” was coined
Products
Services
Assessments / Audits
Business Case Development
Strategy and Architecture
Implementation Roadmaps
Implementations / Upgrades
Data Governance Initiatives
Data Quality Initiatives
Enterprise Information Management (EIM)
Training and Workshops
Turn-Key Service Offerings
ERP / CRM / SCM / HCM
Oracle MDM Hubs & related Products
Site Hub
Hyperion DRM
Enterprise Data
Quality – Party (EDQ)
Enterprise Data
Quality – Product
(EDQP)
Customer Hub (CDH & UCM)
Fusion Customer Hub
Product Hub (PIM / PDH)
Fusion Product Hub
Supplier Data Hub
Supplier Life Cycle Mgmt.
E-Business Suite (R12) Fusion Applications
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Bringing People, Processes and Technology Together 5
Representative List of Customers
Healthcare Industry
Services Industry
Retail
Manufacturing Industry
High-Tech Industry Media & Other
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Bringing People, Processes and Technology Together 6
Fusion Applications !!!
What is it anyway?
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Bringing People, Processes and Technology Together 7
What is “Fusion Applications”
• Fusion Applications is neither “Fusion Technology” nor
“Fusion Middleware”, rather it is a new generation of
business application (just like existing EBS,
PeopleSoft, or Siebel) that is built using Fusion
Middleware from ground up, only better
• Fusion applications is
• Not any of the current applications; and
• It is all of the current applications in some form
• mashed up along with usability and business process
optimization giving birth to a new set of better applications
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Bringing People, Processes and Technology Together 8
Fusion Applications !!!
What is it made off?
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Bringing People, Processes and Technology Together 9
End User Productivity
• A process centric application
• business user friendly
• aligned with real life business processes
• An intuitive UI and rich feature set (known as UI Shell)
• Navigate to a Task or Activity quickly and easily
• Embedded dash boards in task flows that are role based empowering
users with analytical information
• Security enforcement with role based access
• Robust Help functionality available when and where user needs it
• Integrated Collaboration features such as Activity Streams,
Announcements, Discussions, Spaces, etc.
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Bringing People, Processes and Technology Together 10
Fusion Architecture
Business LogicView Data
OrchestrationHuman interaction Policy evaluationMonitoring
Rules
EngineAssign Task
TaskComplete
Human Workflow
Service
Mediator /BPEL
Process
results
factsBusiness
ActivityMonitoring
User
InterfaceADF Faces
components
Business ServicesADF Business Components
Data
Binding
SDO Services
Database
Schema
Events
We
bC
en
ter
Image is courtesy of Oracle
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Bringing People, Processes and Technology Together 11
Fusion Architecture
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Bringing People, Processes and Technology Together 12
Fusion Middleware technology
• SOA Suite (BPEL, BAM, Business Rules) • Application Integration Architecture
(AIA)
• BPM Suite
• Web Center Suite
• JDeveloper
• Applications Development Framework (ADF) • ADFui, ADFbc, ADFdi
• Weblogic Applications Server
• BI Publisher
• Oracle Business Intelligence Enterprise Edition Plus (OBIEE)
• Aka BI Foundation Suite
• Content Management
• Collaboration Suite
• Oracle Database 11g
• Essbase
• Enterprise Manager
• Identity Management
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Bringing People, Processes and Technology Together 13
In Comparison to R12 • ADF
• ADFui
• Metadata driven control logic
• Model abstraction through data bindings
• ADFbc
• Metadata driven validations
• EL expression support
• ADFdi
• Works closely with ADFbc & ADFui
• Requires Microsoft Excel 2007
• SOA Suite
• BAM (Business Activity Monitoring)
• BPEL (Business Process Execution Language)
• BPM (Business Process Management)
• AMX
• ESS (Enterprise Scheduler Service)
• EFF (Extensible Flexfields Framework)
• UCM (Universal Content Manager)
• Contextual Actions
• Web Center
• Identity Manager
• Security Manager
Where as EBS R12 is built upon
• OA Framework
• BC4J
• Workflow
• XML Gateway
• WebADI
• Concurrent Program Manager
• UDA
• FND Attachments
• Files Online
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Bringing People, Processes and Technology Together 14
Fusion Applications !!!
How is it built?
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Bringing People, Processes and Technology Together 15
Fusion Applications is made of…
Fu
sio
n A
pp
s.
OU
FN
D
EB
S D
M S
et ID
FU
SIO
N M
idd
lew
are
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Bringing People, Processes and Technology Together 16
Fusion Applications is
• A new application that is built ground up
• With
• Enhanced versions of EBS data model, Siebel CRM data model and PeopleSoft HCM data model
• Customer Data is based on Enhanced version of TCA framework
• PeopleSoft Set IDs
• Extensible Attributes
• Date Effectivity
• PeopleSoft Trees
• Without
• FND User
• EBS Responsibilities
• Operating Units
• Business Groups
• OICM
• Date Track
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Bringing People, Processes and Technology Together 17
Paradigm Shift
• Identity Manager replaces FND User
• Business Units replace Operating Units
• Access Control Governor replaces OICM
• Date Effectivity replaces DateTrack
• Enterprise Scheduler Service (ESS) replaces
Concurrent Manager
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Bringing People, Processes and Technology Together 18
Consists of
• User Experience (UX) focus, not just UI centric
• How fast a user can complete a task?
• Productivity focused and Process based
• Seamless Integration
• Social Collaboration Tools native to the application
• Spaces, Discussions, Activity Streams, Ratings, Tags …
• Enhanced Business Processes
• ADF Desktop integration
• A robust UI Shell
• Faster Navigation
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Bringing People, Processes and Technology Together 19
Consists of
• User Experience (UX) focus, not just UI centric
• How easily a task can be learned?
• Intuitive layout
• Embedded User Assistance
• Types
• Bubble Help
• In-field Help Notes
• Terminology Definition
• Instruction Text
• In-depth context sensitive assistance
• Structured around business processes
• Documentation includes FAQs, Examples, UPK Demos and PDF Guides
• Process based training that are packaged based on Roles and taught using case studies consisting of real world scenarios
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Bringing People, Processes and Technology Together 20
Consists of …
• Complete with Industry focus, Built with Open Standards Architecture and Integrated using AIA framework
• Process Centric
• Adopts Business Process Model approach (BPA Suite)
• 1100 Services
• Service = Object, e.g.: Invoice
• Service Method = Business Process Task, e.g.: Create Invoice
• Enhanced Functionality
• Facilitates Service Provider model with MOAC combined with BU Mapping
• Reusable Chart of Accounts Structure
• Native BI
• Over 20 Role based Dash Boards
Business Process Model
L0 - Industry
L1 – Process Area
L2 - Process
L3 - Activity
L0 - Task
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Bringing People, Processes and Technology Together 21
UI Shell
Global Area
Regional
Area
Contextual
Area
Local
Area
Global Area
Regional
Area
Contextual
Area
Local
Area
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Bringing People, Processes and Technology Together 22
UI Shell
Global Area
Regional
Area
Contextual
Area
Local
Area
Navigation
Tasks
Reports
Search
Analytics
Tools
Transactions
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Bringing People, Processes and Technology Together 23
Customer UIs
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Bringing People, Processes and Technology Together 24
Customer UIs
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Bringing People, Processes and Technology Together 25
Customer UIs
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Bringing People, Processes and Technology Together 26
Customer UIs
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Bringing People, Processes and Technology Together 27
Project Management Dashboard
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Bringing People, Processes and Technology Together 28
HR Organization Chart
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Bringing People, Processes and Technology Together 29
Sales Dashboard
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Bringing People, Processes and Technology Together 30
Fusion Applications !!!
Some Highlights
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Bringing People, Processes and Technology Together 31
Fusion Applications – High lights
• Information Access – When, Where and how it is needed
• Work Identification
• Personal Dash boards • What to do?
• Where to go?
• Watch Lists
• Work Lists
• Improved Business Process Management
• Embedded BI and Decision Support (OLTA)
• Guided Implementation Support (Functional Setup Manager)
• Workspaces organized through Project Groups
• Collaborate within applications
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Bringing People, Processes and Technology Together 32
Fusion Financials – GL – High lights
• Use of Business Units – Manage
Transactions
• One or more Biz Units are tied to Ledgers
• Flexible COA Structure
• Use of Trees in building, managing and
doing roll-ups for Segment values
• Built in Cubes for financial analysis and
reporting
• One Cube for the combination of one BU and
Calendar
• Sophisticated allocation engine
• Sub-ledger Accounting (SLA)
• Spreadsheet Integration
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Bringing People, Processes and Technology Together 33
Fusion Financials – Payables – High lights
• Supplier Profile
• Robust Supplier UI
• Supplier Administrator Work Center
• Supplier sites shared across Business Units
• Convergence of Supplier Contact and User
• Product and Service Hierarchies
• Ability to map one Procurement Business Unit to multiple Requisition
Business Units
• Invoices
• Scanned Invoices Images
• View scanned images from Payables
• Robust Payment processing
• Payment Work Area
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Bringing People, Processes and Technology Together 34
Fusion Financials – Assets – High lights
• Assets Dashboard
• Merge multiple source lines into a single asset
• Split a single source line into multiple assets
• Workload distribution
• Assign Preparers
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Bringing People, Processes and Technology Together 35
Fusion CRM – High lights
• Optimize sales planning by using
• Integrated Territory Management
• Quota Management
• Incentive Compensation
• Advanced sales forecasting
• Sales prospecting tools
• Process flows keeping sales processes in mind
• Fusion TAP
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Bringing People, Processes and Technology Together 36
Fusion MDM for Customer – High lights
• Built using enhanced version of Trading Community Architecture known as “Trading Community Model”
• 70% of the model inherited from Trading Community Architecture in R12
• 10% of the model came from PeopleSoft
• Rest are enhancements
• Enhanced search capabilities – Customer, Consumer and Contact
• Integrated dashboard with analytics for efficient management of customer data by data steward
• Integration with OneSource business information
• Real time de-duplication and cleansing of Customer data
• Real time address validation
• Can store multiple Party Names for a single Party in multiple languages
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Bringing People, Processes and Technology Together 37
Fusion MDM for Product – High lights
• Enterprise Common Product Model (CPM)
• Configurable and Auditable Governance Processes and Policies
• Pervasive Product Data Quality Management with native integration Oracle PDQ Server
• Streamlined Release Management
• Releases for Major changes
• Versions for Minor changes
• Integrated Catalog Management
• Comprehensive Embedded Product Data Analytics
Fusion Product Hub
Product & Catalog
Management
Common
Product Model
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Bringing People, Processes and Technology Together 38
Fusion Applications !!!
What is in released version?
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Bringing People, Processes and Technology Together 39
Fusion Applications v 1.0
Fusion Applications
Financials
CRM
HCM
SCM
PPM Procure-
ment GRC
GL
AR
AP
Assets
Other
Includes
MDM for
Cust.
Includes
MDM for
Product
Includes
DOO
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Bringing People, Processes and Technology Together 40
Fusion Applications v 1.0
• Excluded are
• Manufacturing
• Public Sector
• Industry Verticals
• Planning
• Etc.
• Limitations
• Limited Localization support (Primary focus is North
America and UK)
• Budgetary Control
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Bringing People, Processes and Technology Together 41
Fusion Applications !!!
Upgrade Scenarios
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Bringing People, Processes and Technology Together 42
Upgrade Scenarios
• One to One
• EBS to Fusion Apps
• PeopleSoft Financials to Fusion Apps
• PeopleSoft HRMS to Fusion Apps
• Siebel CRM to Fusion Apps
• Many to One
• Can not be done through automated upgrade path
• Upgrade one environment first
• and then reimplement rest
• Or Upgrade into another FA environment and consolidate FA environments
• One to Many
• If you use any functionality that is not part of V1 but still see business value in
going to Fusion Apps, this may result in multiple Fusion Apps instances.
• Can be mitigated through FA environment consolidation
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Bringing People, Processes and Technology Together 43
Upgrade Styles
• Continue with Apps Unlimited Path
• Upgrade only when you are ready
• Big Bang upgrade to Fusion Applications
• Suitable for only some companies, especially service
based ones
• Fusion V1 doesn’t include all the functionality (for
example lack of localization support, budgetary control,
manufacturing modules, etc.)
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Bringing People, Processes and Technology Together 44
Upgrade Styles
• Co-Existence Approach
• Co-existence of parts of Fusion Applications with current
applications environment
• Pre-packaged co-existence integrations (about 10 of
them with V1) using SOA and ODI. For example:
• Fusion distributed order orchestration to non-Fusion order
entry fulfillment
• Fusion Accounting Hub to non-Fusion financials
• Fusion MDM Hubs
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Bringing People, Processes and Technology Together 45
Fusion Applications !!!
What does this means to you?
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Bringing People, Processes and Technology Together 46
Adoption and Implementation
• Get trained in Fusion Middleware Technologies
• Or become a Dinosaur… Eventually…
• Prepare to re-implement if your current installation is heavily
customized
• Take stock of all customizations
• Document existing business processes
• Identify and document process issues and deficiencies
• Upgrade (probably technical) to EBS R12 if you are on R11i and
your installation is either vanilla or lightly customized
• Can upgrade easily from R12 to Fusion Applications, though you can
technically upgrade from R11i to Fusion Applications
• Older versions of EBS (prior to R11.5.10) will not be able to directly upgrade to
Fusion Applications
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Bringing People, Processes and Technology Together 47
Adoption and Implementation …
• Explore implementing Fusion Accounting Hub
• This will give you following benefits
• Sophisticated financial reporting base
• With sophisticated Allocation Engine
• With built-in Reporting capabilities through use of Cubes
• Minimal disruption
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Bringing People, Processes and Technology Together 48
Adoption and Implementation …
• Explore implementing Fusion MDM applications either for
Customer or for Product or both initially
• This will give you following benefits
• You are implementing a must have application that you most likely have not
implemented yet
• Learn the inner workings of Fusion Applications in the process
• By the time you are ready to migrate from Apps Unlimited Applications to
Fusion Applications
• You will have trained resources
• The product would have stabilized
• Oracle might have released one or two point versions
• Possibly increased functionality like releasing of Manufacturing modules
and/or MDM solution for other domains like Sites, Suppliers, Accounting,
etc.
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Bringing People, Processes and Technology Together 49
Adoption and Implementation …
• Explore implementing New Apps
• Identify business needs that are not being fulfilled by AU
Apps at your organization regardless of AU App exists or
not
• See if an App is provided by Fusion Applications
• Consider implementing these modules
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Bringing People, Processes and Technology Together 50
Fusion Applications !!!
Resources
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Bringing People, Processes and Technology Together 51
Resources – Oracle Site
At http://www.oracle.com/us/products/applications/fusion/index.html
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Bringing People, Processes and Technology Together 52
Resources – LinkedIn Group
Don’t forget to join a Linked In
group “Oracle Fusion
Applications”
http://tinyurl.com/3232emw
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Bringing People, Processes and Technology Together 53
Resources – Enterprise repository
Go to https://fusionappsoer.oracle.com/oer/ and login as Guest
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Bringing People, Processes and Technology Together 54
Resources – Recommended Reading
• Oracle Fusion Applications Enterprise
Structures Guide
• Oracle Fusion Applications Enterprise
Information Management Guide
• Oracle Fusion Applications Common
User Guide
• Oracle Fusion Applications Financials
Concepts Guide
• Oracle Fusion Applications Access
Control Governor User Guide
NOTE: You can download documentation from technet.oracle.com
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Bringing People, Processes and Technology Together 55
Resources - Fusion Applications UPKs
Login to edelivery.oracle.com site
Search for UPKs
Locate Fusion Applications UPK Media
Pack
Download the UPK files
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Bringing People, Processes and Technology Together 56
Resources - Other
• Follow news about Fusion Applications at Twitter ID:
ORCLFusionApps
• Fusion Applications Explorer A Tablet based app to provide
more insight into Fusion Applications (Will be released soon)
• Fusion Demo PODS in Moscone West First row of the Demo
pods in Moscone West Exhibit Hall at the Ground Level
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Bringing People, Processes and Technology Together 57
Conclusion
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Bringing People, Processes and Technology Together 58
In Short, Fusion Applications is …
“has more of what you need,
less of what you don’t,
and some of what you didn’t even think
possible.”
Paul Brook
VP, Application Support, Oracle
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Bringing People, Processes and Technology Together 59
A Q & Q U E S T I O N S
A N S W E R S
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Bringing People, Processes and Technology Together 60
Can be reached at: Mani Kumar Manda
Rhapsody Technologies, Inc.
1700 Park Street, Suite 205
Naperville IL 60563
Phone: 630-487-5801 x101
Email: [email protected]
AQ&Q U E S T I O N SQ U E S T I O N S
A N S W E R SA N S W E R S
Q&Q U E S T I O N SQ U E S T I O N S
A N S W E R SA N S W E R S
Session# CON7626
Oracle Fusion Applications Group at LinkedIn:
http://www.linkedin.com/groups?mostPopular=&gid=2316926 (http://tinyurl.com/3232emw)
Send me a note via email,
if you like to get latest
versions of the
Presentation and White
Paper.