Copyright © 2015, Oracle and/or its affiliates. All rights reserved.
Planned EnterpriseOne Upgrade Innovations
Upgrade Roundtable
Eric Maikranz ● Chief Customer Officer ● JD Edwards Development Clayton Seeley ● Product Manager ● JD Edwards Development
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Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Program Agenda
Quick Survey Time
CIM Data
Upgrade Roadmap
Future of Upgrades
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
What Release Are Your Customers on That Are Honestly/Seriously Looking Upgrade to a New JDE Release?
• EnterpriseOne
– Xe/8.0
– 8.9
– 8.10
– 8.11/8.11sp1
– 8.12
– 9’s
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• World
– A7.3
– A8.1
– A9.1
– A9.2/A9.2sp1
– A9.3
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JD Edwards: Customers in Motion JD Edwards EnterpriseOne and JD Edwards World Customers Moving Forward November 2014 Data
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J66.00w rev 15 December 2014 (REL)
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JD Edwards Delivers via Oracle’s Applications Unlimited and Lifetime Support Policies since 2005: Today and Tomorrow
Applications Unlimited Applications Unlimited is Oracle's long-
term plan to provide continuing enhancements and ongoing support to
your existing investments in Oracle apps.
Lifetime Support Simple, predictable, flexible, and the most comprehensive support policy available, the Oracle Lifetime Support policy helps
drive your business success.
Sustaining
Years from Release G/A
Premier
Extended
0 5 8
Product Strategy Mixing comprehensive industry knowledge with open standards
Inset: Oracle advertisement from the Wall Street Journal, 2006
Copyright © 2014 Oracle and/or its affiliates. All rights reserved.
Customers in Motion JD Edwards EnterpriseOne
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Analysis Highlights
JD Edwards EnterpriseOne customers working with 9s releases
85%
JD Edwards World customers migrating to JD Edwards EnterpriseOne
21%
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Customers in Motion JD Edwards World
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Analysis Highlights
JD Edwards World customers working with 9s releases
55%
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Customers in Motion JD Edwards World to JD Edwards EnterpriseOne Migrations
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21%
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Customers in Motion Over Time JD Edwards EnterpriseOne and JD Edwards World
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85% on 9s 55% on 9s
21%
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JD Edwards Upgrade Roadmap JD Edwards EnterpriseOne Upgrade Initiative
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Planned
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Upgrade Paths JD Edwards EnterpriseOne
Release GA Date
Premier Support End
Date
Direct Upgrade Path to 9.2?
Simplified
Upgrade Path to
9.2?
Oracle
Recommends
Jump Release
Xe
8.0 (ERP 8.0)
Sep 2000 Dec 2013 Yes No
8.9 Sep 2003 Sep 2008 No -- 9.1
8.10 Jun 2004 Jun 2009 No -- 9.1
8.11/ SP1 Dec 2004 Dec 2009 No -- 9.1
8.12 Apr 2006 Apr 2011 Yes No
9.0 Sep 2008 Sep 2013 Yes No UL2 (9.0.2)
9.0 Update 2 Nov 2010 Nov 2015 Yes Yes
9.1 Mar 2012 Mar 2017 Yes Yes
Note: Always consult current policies at www.oracle.com/support
Proposed
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World Migration Paths JD Edwards World
Release GA Date
Premier Support End Date
Direct Upgrade Path
to E1 9.2?
Oracle
Recommends
Release
A7.3 Jun 1996 Dec 2013 Yes
A8.1 Oct 1997 Dec 2013 No JDE E1 9.1 or
JDE W A9.3
A9.1 Apr 2007 Apr 2012 No JDE E1 9.1 or
JDE W A9.3
A9.2 Apr 2009 Apr 2014 No JDE E1 9.1 or
JDE W A9.3
A9.2 Update 1 May 2000 May 2015 Yes
A9.3 Mar 2012 Mar 2017 Yes
Note: Always consult current policies at www.oracle.com/support
Planned
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Simplified Upgrade JD Edwards EnterpriseOne Upgrade Initiative
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Planned
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Upgrade Process Roadmap Simplified Upgrade
• Changes Method of Object Update
–Only new objects and changed objects from previous base release will be installed
– Retrofit effort minimized to only customized JDE objects changed between release
– Reduces testing time and effort
• Available From Previous Latest Release Only (ex: 9.1 → 9.2)*
–One-Time Exception for 9.0.2 → 9.2
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9.0 9.1
Central Objects / OL
Business Data Control Tables
Central Objects / OL
Business Data Control Tables
• Complete set of new objects (9.2) are installed
• Retrofit ALL modified objects in 9.1 instance to 9.2
Traditional Upgrade Method
Central Objects / OL
Central Objects / OL
Business Data Control Tables
Central Objects / OL
Business Data Control Tables
• Only the CHANGED objects from 9.1 to 9.2 are installed
• Retrofit ONLY objects modified in 9.1 instance that also changed in 9.2
9.1 9.2
Simplified Upgrade Method (Coming Soon – 9.2)
Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
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JD Edwards EnterpriseOne Upgrade Steps
9.1 9.2
• New Databases Created For All But Business Data & Control Tables AND Central Objects
• Same as Traditional • System Tables/Records Copied • Control Table Records Merged • Data Dictionary Merged • Business Data Table Converted –
• Updated/New JDE Objects Merged Into Existing Central Objects – OL, Versions, Specifications
• Updated Customized JDE Objects To Be Manually Retrofit Using Design and Compare Tools
System Server Map
Object Librarian
Data Dictionary
Central Objects
Versions
Business Data
Control Tables
System Server Map
Object Librarian
Data Dictionary
Central Objects
Versions
Business Data
Control Tables
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Technical Upgrade
Simplified Upgrade Method
System copy
Control table merge
Table conversions
Specification (object) merge
Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
JDE Mod
JDE JDE
JDE Mod
JDE JDE
JDE Mod
Mod JDE
JD Edwards EnterpriseOne
Install
1) Existing Objects
2) Spec Merge
3) Retrofit
Standard JDE Object
Modified JDE Object
Custom Object
JDE
JDE JDE
JDE Mod
JDE JDE
JDE Mod
Mod JDE
JD Edwards EnterpriseOne
After Simplified Upgrade
2/9/2015 17 Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
Copyright © 2015 Oracle and/or its affiliates. All rights reserved.
JDE Mod
JDE JDE
JDE Mod
JDE JDE
JDE Mod
Mod JDE
JD Edwards EnterpriseOne
Install
JDE Mod
JDE JDE
JDE Mod
JDE JDE
JDE Mod
Mod JDE
JD Edwards EnterpriseOne
After Traditional Upgrade
JDE
JDE JDE
JDE Mod
JDE JDE
JDE Mod
Mod JDE
JD Edwards EnterpriseOne
After Simplified Upgrade
Mod
Mod
=
2/9/2015 18 Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 2/9/2015 19
Choose Your Upgrade Path for JD Edwards EnterpriseOne
Define Simplified
Upgrade Plan
Run Installation Workbench
Spec Merge Retrofit Test Apply
Updates UAT and Training
Go Live
Define Traditional
Upgrade Plan
Run Installation Workbench
Spec Merge Retrofit Test Apply
Updates UAT and Training
Go Live
Repeat as necessary
Repeat as necessary
t (time) = money
Savings!
Simplified Upgrade (planned)
Traditional Upgrade (current)
Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
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Upgrade Paths Compared and Contrasted
Similarities Differences
• Full Installation on deployment and enterprise server
• Business data and control tables remain in-place
• New system database – old records merge forward
• Tools to upgrade – Planner, Workbench, Compare, …
• Post “Technical” upgrade steps
• Validation
• Apply updates – Tools and Apps (ESUs)
• Train
Simplified Traditional
• Shorter platform pack and database install
• Central objects database retained
• Spec merge updated objects
• Retrofitting minimized
• Longer platform pack and database install
• Central objects database replaced
• Spec merge custom objects
• Extensive retrofitting
Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
Planned
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JDE E1 Simplified Upgrade 1) Create Manifest UBE
• Outlines object delta between releases
• Delivered in two ways
– Data in F96700 table
– XML File – Update Center and Impact Analysis
• Used by Spec Merge in “Update “ mode
• Also establishes Obsolete Object list (88)
• For 9.2, two manifests created (9.1 & 9.0.2)
• Built by Oracle production services (UBE)
Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
Planned
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JDE E1 Simplified Upgrade 2) Impact Analysis Revamp
• Report to analyze objects to be upgraded
• Will outline objects detected as modified
• Provides evaluation of easier upgrade path – traditional or simplified
• Can be run before upgrade starts from Change Assistant or JDE E1 application
Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
Planned
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JDE E1 Simplified Upgrade 3) Changes to Platform Packs
• Third option added to platform pack installers for simplified upgrade
• Changes database logic scripts to not create central objects database
• Subject to further change due to OUI projects
Planned
Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
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JDE E1 Simplified Upgrade 4) Planner/Workbench Mods
• Third option added to planner – Simplified Upgrade
• Planner to verify previous release valid for simplified upgrade
• Path code copy from previous release
• Spec merge
– Loads manifest to determine objects to merge
– Reverse merge – more like update
– Object librarian merge UBE altered
– Delete obsoleted objects
– “Modified” JDE objects listed in COA tables
Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
Planned
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JDE E1 Simplified Upgrade 5) Summary Report
• Enhanced report at end of upgrade
• Similar to report produced by ESU install
• Outlines objects replaced and detected as modified
2/9/2015 25 Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract.
Planned
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Customization Workbench
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Introducing Customization Workbench
• Enable Quick Manual Retrofit of Customizations
• Track Progress of Retrofit Effort
• Summarizes COA Data
• Streamlined Process From One Screen
–Check-out, Merge, Check-in
• Direct OMW Integration
• Merge Tools Directly From Workbench
• Quick Access to Cross Reference Data
• Verify Testing Footprint
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Future of Upgrades JD Edwards EnterpriseOne Upgrade Initiative
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The Ultimate Goal: Constant Current!
• Perpetual Updates = Full Upgrade
• Updates Applied Count Toward Upgrade
• Ideas In Consideration
–Single Development Code Line
–Object Versioning
–Separated Customization Location
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Copyright © 2015 Oracle and/or its affiliates. All rights reserved. 31 2/9/2015
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