Preface

Intended Audience

Welcome to Release 11i to 12.1.1 of the Oracle E-Business Suite Upgrade Guide.

This book provides instructions for upgrading an existing Oracle E-Business Suite Release 11i system (11.5.9 and later) to Release 12.1.1. In prior upgrades of an 11i system - moving from one 11i release level to another - the upgrade was accomplished using the Oracle E-Business Suite Maintenance Pack driver, which was downloaded from My Oracle Support. In this upgrade, you run Rapid Install to prepare your 11i system for the upgrade. It delivers the unified driver that you use to upgrade the technology stack and products to Release 12.1.1.

Note: The instructions in this book apply only to upgrading from Oracle E-Business Suite Release 11i (11.5.9 or later) to Release 12.1.1. If your system is earlier than 11.5.9, then you must upgrade to Oracle E-Business Suite Release 11.5.10 CU2 before you can upgrade to Release 12.1.1.

This book is intended as a guide for the database administrator and the application specialists who are responsible for upgrading to Release 12.1.1 of Oracle E-Business Suite.

See Related Information Sources for more Oracle Applications product information.

Documentation Accessibility

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Access to Oracle Support

Oracle customers that have purchased support have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

Structure

1  Planning for an Upgrade
2  Preparing for the Upgrade
3  Upgrading to Release 12.1.1
4  Post-upgrade Tasks
A  Financials Upgrade Impact

This appendix describes the way the upgrade affects your existing Financials and Procurement products, and highlights the impact of these functional changes on your day-to-day business. It is arranged by products in the Financials and Procurement product family.


B  Customer Relationship Upgrade Impact

This appendix describes the way the upgrade affects your existing Customer Relationship Management (CRM) products, and highlights the impact of these functional changes on your day-to-day business. It is arranged by alphabetically by products in the Customer Relationship Management product family.


C  Projects Upgrade Impact

This appendix describes the way the upgrade affects your existing Oracle Projects products, and highlights the impact of these functional changes on your day-to-day business. It is arranged by alphabetically by products in the Projects product family.


D  Supply Chain Upgrade Impact

This appendix describes the way the upgrade affects your existing Supply Chain Management products, and highlights the impact of these functional changes on your day-to-day business. It is arranged by alphabetically by products in the Supply Chain Management product family.


E  Reducing Downtime

This appendix discusses tasks that you can perform in advance of the upgrade. By completing these optional tasks in advance of the actual upgrade, you may be able to substantially reduce the amount of time that your system is offline during the upgrade process.


F  Verification Tasks

This appendix contains optional tasks that can be performed to verify that your transaction data was upgrade as expected.


G  Upgrade by Request

This appendix describes Upgrade by Request options - ways to upgrade historical data omitted from the initial upgrade process (critical downtime window). For example, instead of upgrading all your financial accounting data during downtime, you might include only the last fiscal year. If you want to upgrade other fiscal years - months or even years after - you can do so, at any time after the upgrade.


H  Product Documentation List

This appendix lists the documentation references that contain further details about upgrade process, both for the technical and functional upgrade.


I  Pre-upgrade Patch List

This appendix lists the patches that are required as pre-upgrade steps for Release 12.1.1.


Related Information Sources

This book was current as of the time it was initially published. It is included in the Oracle E-Business Suite Document Library, which is supplied in the Release 12.1.1 software bundle. Later versions of this and other documents that have changed sufficiently between releases to warrant re-publishing are made available at the following URL:

http://www.oracle.com/technology/documentation/applications.html

A full list of documentation resources is also published on My Oracle Support. See Oracle Applications Documentation Resources, Release 12.1 (Doc ID: 790942.1). You should be familiar with a basic subset of references before you upgrade. They include:

If you are looking for information about... Refer to these documents...
System setup and procedures Oracle E-Business Suite Concepts
Oracle E-Business Suite System Administrator’s Guide – Configuration
Oracle E-Business Suite System Administrator’s Guide – Maintenance
Oracle E-Business Suite System Administrator’s Guide – Security
Oracle Workflow Administrator’s Guide
Oracle XML Gateway User’s Guide
Installation and upgrade Oracle E-Business Suite Installation Guide: Using Rapid Install
Oracle E-Business Suite Upgrade Guide: Release 11i to Release 12.1.1
Oracle E-Business Suite Installation Update Notes*
Oracle E-Business Suite Release Notes*
Oracle E-Business Suite NLS Release Notes*
Product-specific features Electronic Technical Reference Manual (eTRM)*
Release Content Documents (RCDs)*
Product-specific implementation and upgrade guides
Maintaining Oracle E-Business Suite Documentation Set** Oracle E-Business Suite Maintenance Utilities
Oracle E-Business Suite Maintenance Procedures
Oracle E-Business Suite Patching Procedures
RDBMS Oracle10g Release 2 Documentation Set
Database Preparation Guidelines for an Oracle E-Business Suite Release 12.1.1 Upgrade*
Interoperability Notes: Oracle E-Business Suite Release 11i with Oracle Database 10g Release 2 (10.2.0)*
Oracle 11g Release 1 Documentation Set
Interoperability Notes: Oracle E-Business Suite 11i with Oracle Database 11gR1 (11.1.0)*

* Available only on My Oracle Support.

** The Maintaining Oracle E-Business Suite Documentation Set provides maintenance and patching information for the Oracle E-Business Suite DBA. Oracle E-Business Suite Maintenance Procedures provides a description of the strategies, related tasks, and troubleshooting activities that will help ensure the continued smooth running of an Oracle E-Business Suite system. Oracle E-Business Suite Maintenance Utilities describes the Oracle E-Business Suite utilities that are supplied with Oracle E-Business Suite and used to maintain the application file system and database. It also provides a detailed description of the numerous options available to meet specific operational requirements. Oracle E-Business Suite Patching Procedures explains how to patch an Oracle E-Business Suite system, covering the key concepts and strategies. Also included are recommendations for optimizing typical patching operations and reducing downtime.

Patch readme files may also contain information about additional recommended documentation.

Do Not Use Database Tools to Modify Oracle E-Business Suite Data

Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data Browser, database triggers, or any other tool to modify Oracle E-Business Suite data unless otherwise instructed.

Oracle provides powerful tools you can use to create, store, change, retrieve, and maintain information in an Oracle database. But if you use Oracle tools such as SQL*Plus to modify Oracle E-Business Suite data, you risk destroying the integrity of your data and you lose the ability to audit changes to your data.

Because Oracle E-Business Suite tables are interrelated, any change you make using an Oracle E-Business Suite form can update many tables at once. But when you modify Oracle E-Business Suite data using anything other than Oracle E-Business Suite, you may change a row in one table without making corresponding changes in related tables. If your tables get out of synchronization with each other, you risk retrieving erroneous information and you risk unpredictable results throughout Oracle E-Business Suite.

When you use Oracle E-Business Suite to modify your data, Oracle E-Business Suite automatically checks that your changes are valid. Oracle E-Business Suite also keeps track of who changes information. If you enter information into database tables using database tools, you may store invalid information. You also lose the ability to track who has changed your information because SQL*Plus and other database tools do not keep a record of changes.