So Far Oracle 11i: Our Upgrade Story Imation Corporation...

Oracle 11i: Our Upgrade Story… So Far ...

Kurt G. Nuehring, CFPIMImation Corporation

Overview of Imation Corp.

Overview of Imation Corp.

● Multi-national, 60+ countries• North America, Europe, Asia-pacific, South

America, Africa● $1.2 Billion dollars in sales● Manufacture and Distribution

• Data Storage • Advance Color Technology (printing) solutions• Service replacement parts

Imation’s Oracle Infrastructure

Oracle Instances

● North America - Oracle 10.7 NCA● Europe - Oracle 11i● Asia- Pacific - Oracle 10.7 Character

• In process of moving to Europe 11i instance

Oracle Enterprise Modules

● Financials• G/L, AP, AR, FA, Projects, PA

● Order Management● Inventory● Manufacturing

• BOM, WIP, Planning, Costing● Purchasing● Human Resources

Third-party ‘Bolt-ons’ to Oracle

● Manuguistics• Demand/ Supply Chain Planning• Linked to Order Management, Inventory, WIP,

MDS/MRP, Purchasing● Exposoft

• Export compliance software • Linked to Order Management


● Hazoxs• Manage shipments of hazardous material• Linked to Order Management, Inventory,

Purchasing● Taxware

• Sales tax compliance software• Linked to Order Management, Account

Receivables


● DPA data warehouse• Data Warehouse software• Linked to most Oracle modules

● EDI • EDI Gateway• Custom Links• 20 different document types


● CPG• High-volume Accounts Receivables• Fully customized

● Open-uptime/ OP & W• Manage and schedules service contracts• Warehouse system for service parts

● Manufacturing Legacy Systems• Multiple custom interfaces

North American Instance

Business Decision for Oracle 11i

Business Decision for Oracle 11i

● Financial decision• Expense vs. amortization of customizations

● Eliminate customizations● Position us to take advantage or Oracle’s E-

Business applications• iStore• iPayment• CRM• HR Self-Serve

Business Decision for Install vs. Upgrade of 11i

Business Decision for Install

● European Instance● Change Business Model

• Supply chain consolidation• ‘Comissionare’ to ‘Distributor’ based model

• Multi-org structure• From 10 Sets of Books to 3 Sets of Books• From 40 Inventory Org’s to 3 Inventory Org’s

● Change Base Currency to Euro

Business Decision for Upgrade

● North American Instance● No Change to Business Model ● Original Upgrade Window Plan: 5 - 7 days● Oracle 11.5.1 Upgrade Window - 12 days ● Oracle 11.5.3 Upgrade Window - 12 days

• Pre-upgrade: 2 days• Upgrade: 8 days• Post-upgrade: 2 days

Oracle 11i Project Scope & Timeline

Oracle 11i Project Timeline

● Original ‘Go-live’ date October, 2000• Oracle delivery date for HP-UX June, 2000

● European Instance ‘Go-live’ date changed to January 2, 2001

● North American instance ‘Go-live’ date planned April, 2001

● New North American instance ‘Go-live’ date moved to August, 2001

Oracle 11i Project Change in Timeline for 11.5.1● Functionality still not working

• Delivery-Based Shipping• Advanced Pricing

● Number of Patches for 11.5.1• 285 patches and growing

● Estimated down-time: 12 - 13 days● Go to 11.5.3 base● Create more robust interim solution

Oracle 11i Project Change in Timeline for 11.5.3● Functionality still not working

• Delivery-Based Shipping• Advanced Pricing

● Number of Patches for 11.5.3• 171 patches

● Estimated down-time: 12 days

Project Organization


● Project/ Release Management group• Control Project Plan• Control centralized communications• Managed TARs, Patches

● DBA group• Performed upgrade and applying patches

● Functional group• Unit and solution testing


● Technical group• Customizations

● Business groups• End-to-end testing

Oracle 11i Patch Strategy

Oracle 11i Patch Management

● Maintenance Pack - ERP Application● Family Pack - Multiple of Modules (Family

of modules)● Mini Pack - Module● One-off patch - fix a partial problem - unit

test (Oracle moving away from this)

Project Upgrade Cut-over Plan

Upgrade Categories

● Category One: Pre-software upgrade● Category Two: Rapid Install & Patch

Management● Category Three: Auto-upgrade● Category Four: Upgrade final steps● Category Five: Post-upgrade modules ● Category Six: Post-upgrade Apps

Upgrade Category Times 11.5.1

Upgrade Category Times 11.5.3

Oracle 11i Upgrade: Categories 3 & 4 ● Category 3:

• Upgrade to 8i database => 9 hrs. (Category 1)• Auto-upgrade to 11.5.0 => 12 hrs.

● Category 4 (database driver):• Upgrade to 11.5.1 => 7 hrs.• Upgrade to 11.5.2 => 20 hrs.• Upgrade to 11.5.3 => 28.5 hrs.

• Fix from Oracle: Est. time 19 hrs

● After driver installed, then start patching

Oracle 10.7 Shutdown Plan

● Ship all sales order lines and cancel B/O lines

● Close periods for month-end● Backup system● Make copy of 10.7 NCA production to

create our Production Interim instance

Production Interim Solution

● Upgrade from 11.5 process takes about 12 days (majority of time patching)

● Business can not afford to be down more than 5 days

● Interim solution provides‘Business-as-usual’ to the customer


● Sales Orders● Picking and shipping● Invoice● Inventory transactions● WIP transactions● PO Receipts


● Triggers on 10.7 Interim instance to capture transactions

● Custom programs to move transactions to 11i instance

● Feed transactions through interface tables● Some direct writes to tables

Upgrade Reconstruction Period

● Copy Inventory, WIP, and PO Receipt transactions from Interim instance to 11i instance and process

● Load open and closed sales orders● Load picking and shipment information● Load customer invoices● Validate data loads and balances● Release system to users

Oracle 11i Upgrade Experience

Oracle 11i Upgrade Experience with 11.5.1● Oracle 11.5.1 - Beta release - lots of

problems● TAR’s● 285 + Patches● Long-running conversion programs● Long-running concurrent programs

Oracle 11i Upgrade Experience with 11.5.3● 11 ‘Show-stopper’ TAR’s logged with

Oracle● 6 Custom ‘Show-stoppers’● 171 Oracle Patches● Much more stable than 11.5.1● Many issues fixed in 11.5.3

Oracle 11i Upgrade Experience

● Bifurcation• Reduction in time: 8.5 hrs for 11.5.1

● Long time to create Oracle 11i test instances from backups

● DBAs must take statistics to take advantage of SQL cost-based optimizer

Oracle 11i 11.5.3 ‘Show-stopper’ TAR’s● Order Management: 3 TAR’s● Shipping: 1 TAR● EDI: 2 TAR’s● AR: 1 TAR● Advance Pricing (QP): 3 TAR’s● FA: 1 TAR

Oracle 11i 11.5.3 ‘Show-stopper’ TAR’s● Shipping/ Inventory: Interface trip stop

errors• ETA after Pack E (6/30/2001)

● EDI 810 Outbound performance slow• 1/2 hour to create 30 invoices

● Advance Pricing ‘Modifiers’ not applying correctly

● Unable to copy tax books

Upgrade Lessons Learned


● Know your Oracle 11i upgrade critical path ● Minimize ‘Think-time’ vs. Upgrade time● Tune SQL● Tune 8i database

• Big redo logs• Rollback segments• Memory allocation• Temp table space


● Analyze indexes – pre-build● ‘Right-size’ resources● Go to NCA before you upgrade to Oracle

11i● Upgrade to Oracle 8i database before your

Oracle 11i Apps upgrade (Oracle 7.3.4.4)● Archive as much data as possible


● Go to a later version or Oracle 11i that is known to be stable (11.5.3)

● Preplan your upgrade path● Monitor & document your upgrade

operational times and operational errors● Validate your 3rd-party bolt-on’s &

customizations● test, Test, TEST!


● Project controlled by Project Management group or Project Manager

● Communications controlled by Project Management• Clear and timely communications from Project

Manager• Clear and timely feedback to Project Manager

Concluding Remarks

Concluding Remarks

● Imation’s Oracle Infrastructure● Business decision for Oracle 11i● Project Organization & Cut-over plans● Oracle 11i install experiences● Oracle 11i upgrade experiences ● Oracle 11i upgrade lessons learned● Oracle 11i install lessons learned

Questions & Comments

[email protected]

So Far Oracle 11i: Our Upgrade Story Imation Corporation...

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