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Oracle E-Business Suite Upgrade Guide
Release 11i to 12.2
Part Number E87011-01
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Oracle E-Business Suite Upgrade Guide

Contents

Title and Copyright Information

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Preface

Overview of the Upgrade

Upgrade and Requirements
      Supported Upgrade Paths
Understanding the Upgrade Flow and Process
Scheduling Time for an Upgrade
Testing the Upgrade

Understanding Upgrade Impact and Changes

Understanding Technical Impact and Changes
Understanding Business Impact and Functional Changes
      Product-Specific Considerations
      Cross-Product Functionality
      Multiple Organizations (Multi-Org)
      Student System and Student Recruiting
      Multiple Organizations
      Financials Upgrade Impact
      About Business Impact and Functional Changes
      Financials and Procurement Products
      Advanced Collections
      Assets
      Cash Management
      Contract Lifecycle Management
      Oracle E-Business Suite Tax
      Financials for the Americas
      Financials for Asia/Pacific
      Financials Common Country Features
      Financials Common Modules
      Financials for Europe
      Financials for India
      General Ledger
      Global Accounting Engine
      Internet Expenses
      iPayment
      iProcurement
      iSupplier Portal
      Lease and Finance Management
      Loans
      Payables
      Payments
      Profitability Manager
      Public Sector Financials
      Purchasing
      Receivables
      Sourcing
      Subledger Accounting
      Supplier Data HUB
      Supplier Lifecycle Management (SLM)
      Trading Community Architecture
      Treasury
      U.S. Federal Financials
      Customer Relationship Management Upgrade Impact
      About Business Impact and Functional Changes
      Advanced Inbound
      Advanced Scheduler
      Customer Relationship Management
      Email Center
      Field Sales
      Field Service (Core)
      Incentive Compensation
      iSupport
      Knowledge Management
      Marketing
      Mobile Field Service
      One-to-One Fulfillment
      Order Capture/Quoting
      Partner Management
      Sales
      Sales and Telesales
      Service and Infrastructure
      TeleService
      Territory Manager
      Human Resource Management Upgrade Impact
      About Business Impact and Functional Changes
      Human Resource Management Systems (HRMS)
      Oracle Payroll
      Oracle Performance Management
      Oracle Succession Planning
      Projects Upgrade Impact
      About Business Impact and Functional Changes
      Projects
      Grants Accounting
      Project Billing
      Project Costing
      Oracle Project Planning and Control
      Property Manager
      Projects Foundation
      Supply Chain Management Upgrade Impact
      About Business Impact and Functional Changes
      Supply Chain Management
      Advanced Supply Chain Planning
      Asset Tracking
      Contracts (Core)
      Demand Planning
      Depot Repair
      Enterprise Asset Management (eAM)
      Flow Manufacturing
      Install Base
      Inventory
      Inventory Optimization
      Product Hub
      Order Management
      Process Manufacturing
      Quality
      Service Contracts
      Shipping Execution
      Shop Floor Management
      Warehouse Management
      NLS Upgrade Considerations
      General Information and Required Tasks

Planning and Performing Pre-Upgrade Tasks

Planning Oracle E-Business Suite Release 12.2 Deployment Architecture
      Installed Components and System Requirements
      Technology Stack Components
      System Software, Patch Level, and Networking Requirements
      CPU, Memory, and Disk Space Requirements
      General Sizing Guidelines for the Database and Application Tier
      JVM Parameter Settings for Java on WLS Web Tier
      Advanced Configuration
Review AD Patch Level and Upgrade Tasks
Preparing Products To Reduce Upgrade Downtime
      Customer Relationship Management
      Financials and Procurement Tasks
      Assets
      General Ledger
      Advanced Collections
      Legal Entity
      iProcurement
Protecting Data in Renamed Files
Preparing Customizations
      Customizing Help Files
      Schemas Not Used by Oracle E-Business Suite Release 12.2
Preparing External Integrations
Preparing Third-Party Integrations

Performing the Upgrade

Preparing the Database for the Upgrade
Preparing the Oracle E-Business Suite Release 12.2 File System
Performing Mandatory Preparatory Tasks
Setting Up the Stage Area
      Obtaining Installation Software
      Creating the Stage Area
      Stage Area Structure
Creating the Upgrade File System
Preparing the System for Upgrade
Convert to Multiple Organizations Architecture (required)
Convert Oracle Alert E-Mail Processing to the Workflow Notification Mailer (conditional)
Customer Relationship Management Tasks
Financials and Procurement Tasks
Human Resource Management (HRMS)
Lease and Finance Management
Projects Tasks
Public Sector Tasks
Supply Chain Management Tasks
Database and System Administration Tasks
Performing the Upgrade to Release 12.2.0
Finishing the Release 12.2.0 Upgrade
Enabling Online Patching
Database Initialization Parameters
Upgrading to the Latest Code Level

Performing Post-Upgrade Tasks

Database and System Administration Tasks
Customer Relationship Management Tasks
Financials and Procurement Tasks
Cash Management
Human Resource Management (HRMS)
Projects Tasks
Oracle Fusion Project Management and E-Business Suite Projects Coexistence
Supply Chain Management Tasks
System Administration
Backing Up Oracle E-Business Suite
System Maintenance Tasks
Oracle XML Publisher Tasks
Post-Upgrade Steps of Oracle E-Business Suite Release Update Pack for Release 12.2
Mandatory Steps Applicable for All Upgrade Customers
Additional Tasks

Upgrade By Request

Customer Relationship Management
      Sales
      Sales and Telesales
Financials and Procurement Tasks
      Assets
      Oracle E-Business Suite Tax
      Financials for the Americas
      General Ledger
      Payables
      Purchasing
      Receivables
      Subledger Accounting
Projects
      Projects
Supply Chain Management
      Cost Management

Managing Concurrent Processes

Isolate Post Upgrade Concurrent Programs to a Separate Manager Queue
Sample Concurrent Programs

Functional Verification Tasks

Customer Relationship Management
      Email Center
      Incentive Compensation
      Marketing
      TeleService
      Territory Manager
Financials and Procurement Tasks
      Advanced Global Intercompany System
      Assets
      E-Business Tax
      Financials for the Americas
      Financials for India
      General Ledger
      Global Accounting Engine
      iProcurement
      Legal Entity Configurator
      Payables
      Payments
      Receivables
      Sourcing
      Subledger
      Trading Community Architecture
      Treasury
      U.S. Federal Financials
Projects
      Property Manager
      Projects
Supply Chain Management
      Oracle Cost Management
      Oracle Order Management
      Oracle Product Hub
Diagnostics

Pre-Upgrade Patch List

Patch List

Product Documentation List

Applications Technology
Customer Relationship Management
Environment and Database
Financials and Procurement
Human Resources
Projects
Supply Chain Management

Index