New Whitepaper: Planning Your E-Business Suite Upgrade from Release 11i to 12.1 (Second Edition)

[Editor:  This guest article has been contributed by Anne Carlson]

Premier Support for Oracle E-Business Suite Release 11i ends in November 2010.  At Oracle OpenWorld last fall, it was standing room only at several EBS upgrade sessions.  Responding to the increased interest in upgrades, I set to work on a new Release 12.1 version of our popular whitepaper, Best Practices for Adopting E-Business Suite, Release 12 (Note 580299.1).

Here is that new whitepaper, which features the latest Release 12.1 upgrade planning advice from Oracle's Support, Consulting, Development and IT organizations:
The paper is directed at IT professionals who are planning, managing, or running a Release 12.1 upgrade project.  After briefly reviewing the Release 12.1 value proposition, the paper launches into specific upgrade planning tips to help you:

Understand the factors that can affect your project's duration
  • Decide your project scope, and avoid missteps that can needlessly increase your scope
  • Assemble the right project team
  • Develop a robust testing strategy
  • Leverage all of the Oracle Support resources available to you
  • Identify the Oracle tools that can improve your upgrade and maintenance experience
  • Become familiar with the full range of Oracle's information resources
To suggest other upgrade planning topics that you would like to see addressed, please leave a comment or send an email to:


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Posted by Kirill on March 15, 2010 at 01:20 AM PDT #

Hi, Kirill,

Thanks for letting me know about those broken links. They've been fixed now; please give them another try.


Posted by Steven Chan on March 15, 2010 at 07:06 AM PDT #

Hi Steve,

A customer of mine has implemented Oracle HRMS R11.5.10 and Financials R11.5.10. Due to historical reasons this was implemented as separate instance. They have little or no customization. I am proposing they consolidate these into 1 single instance. Are there any presentations and white papers that you can point me to that I can leverage to convince the customer to migrate to a single instance ? I am aware of the Oracle GSI ? Are there other's that you can point me to ?


Posted by Raj on March 30, 2010 at 02:23 AM PDT #

Hi, Raj,

The Oracle case study is the most compelling, as we consolidated around 60 EBS instances into our Global Single Instance, which is now running at the Oracle E-Business Suite Release 12 level.

There may be other examples of consolidation on our Customer References site (but you'll have to search through this, since I don't have any specific customer names off the top of my head):

Best of luck with your customer.


Posted by Steven Chan on March 30, 2010 at 03:06 AM PDT #

Hi Steve,

Thank you. Are there any white papers or presentations you can point me to, that will give me an approach to this potential consolidation effort, potential risks, best practices etc..


Posted by Raj on March 31, 2010 at 03:06 AM PDT #

Hi, Raj,

I don't know of any myself; this is more the domain of Oracle Consulting. If you contact your Oracle account manager, he or she can arrange a meeting with someone in our Consulting division.


Posted by Steven Chan on March 31, 2010 at 05:56 AM PDT #

Hi Steven,

This is a great blog you have here on EBS. Very informative.

Operational requirements at one of our client's necessitate deploying more than one geographically separate EBS instances They cannot ensure 24x7 connectivity from some remote locations to their central data center and they want those locations to have system running in isolation. And since the whole point of implementing an ERP is information consolidation and to have a wholistic picture of the organization they also want consolidation of those sites with the central instance (periodically or whenever connectivity is available). I am aware that this is against recommendations but I am afraid this is the only choice we have. I am also aware that there are no tools or utilities available to synchronize these different instances at database level. So maybe that leaves us only with integrating these separate instances using a middleware. If that is the only option then what considerations should be kept in mind while designing such an EBS solution given that:
There is just one organization with a particular org structure.
Each child instance will have either a replica or subset of master instances' master/setup data
Workflows will span across separate instances.



Posted by Irfan on April 07, 2010 at 03:20 PM PDT #

Hi, Irfan,

Thanks for the feedback on our blog. Glad to hear that you've found it useful.

You're right in observing that your client's proposed plan is not recommended, and that there are no tools to help keep multiple EBS environments in sync. It may be theoretically possible to use Fusion Middleware and SOA to do this, but we would consider that to be a consulting project rather than a pre-built product delivered from Oracle.

Good luck with your client's deployment.


Posted by Steven Chan on April 08, 2010 at 02:49 AM PDT #

Hi Steven,

Looking for article on R12.1.1 Web Discoverer setup guide.

will you be assist

Posted by Agnes on August 03, 2010 at 04:48 PM PDT #

Hi, Agnes,

See this externally-published article:

Discoverer 11g ( Certified with E-Business Suite


Posted by Steven Chan on August 04, 2010 at 01:55 AM PDT #

Hi Steven

Upgradation of R12 or Reimplementation which is suggestable to the client who have 11.5.10 instance.


Posted by Raghu on September 11, 2010 at 04:29 AM PDT #

Hi, Raghu,

I don't fully understand your question, but I think you're asking whether it's better to upgrade to R12 or reimplement if you have an existing Oracle E-Business Suite Release 11i instance.

It is generally much easier to upgrade rather than reimplement. Whether the easier route meets your business requirements is something that only you can determine. If you need some assistance with evaluating the two options, I'd recommend contacting your Oracle account manager to get someone from Oracle Consulting engaged.


Posted by Steven Chan on September 13, 2010 at 01:04 AM PDT #

Hi Steve,

We have 11i environment with 3 Apps tier:
- Conc,Admin ,Foms)
- Web i-Rec
- Web i-Proc

What is the best approach to upgrade them to R12.1.3 ?

1) Clone all tiers in one Apps tier and upgrade this node ,then create the i nodes by cloning with DMZ and i. Nodes oracle notes.


2) upgrade each of the 3 nodes from start with main r12 patch



Posted by Ahmed on June 20, 2011 at 09:35 PM PDT #

Hi, Ahmed,

I checked with Deep Ram, the leader of our Oracle R12 Center of Excellence, on your question. Here's his reply:

"Ahmed's approach needs some modification. When we upgrade to R12 we lay out a new technology stack, Oracle applications software, and Oracle database software after which we upgrade the database and the applications data. Once these steps are done he can simply clone upgraded tier to create additional tiers for concurrent server, Admin Server, Forms, or application servers. If he is using some i modules in DMZ he can trim down the servers by configuring just the application server but there is no need. That way he can swap any node for any purpose. Basically, he needs to rebuild all the nodes after the upgrade.

He can use shared appl_top or shared applications and take advantage of distributed ad to build them simultaneously and speed up the upgrade."

If you need any assistance with putting together a more-detailed upgrade plan, please let me know.


Posted by Steven Chan on June 22, 2011 at 03:42 AM PDT #

Steve, one of the things that vexes me the most when planning an upgrade from 11i to R12 is the question of how much additional resource is required in terms of processor and memory. Putting aside all the volumetric drivers for resource eg number of users, transactions etc - what would be useful to know is if everything stays the same between your 11i and R12, then what if any uplift do you need in processor and memory i.e. if you are simply upgrading to keep within the support matrix then what uplift ( if any ) does R12 require over 11i ? Even a % figure would be useful. No one wants to go through a formal server vendor sizing exercise simply because they are upgrade from 11i to R12 on the same server !

Posted by guest on August 02, 2011 at 08:06 PM PDT #

Hi, Guest,

I can appreciate your vexation. That said, major upgrades in software functionality generally drive hardware upgrades.

Generally speaking, upgrading within a given EBS codeline doesn't require a new sizing effort. For example, upgrading from EBS 12.1.1 to 12.1.3 will not change your performance characteristics.

Upgrading from EBS 12.0.x to 12.1.x will also not change your performance characteristics. These are relatively minor updates, intended to improve security, stability, and performance.

However, upgrading from EBS 11i to EBS 12 represents a major new set of capabilities (literally thousands of of new features, updates, and functional improvements), and a radically-new set of technology stack components. This upgrade requires more disk space, more CPU, and it would be imprudent to simply assume that EBS 12 can run on your existing hardware at the same performance level.

You can find sizing resources and benchmarking studies for EBS 12 listed here:

A Primer on Hardware Sizing for Oracle E-Business Suite (Oracle E-Business Suite Technology)


Posted by Steven Chan on August 03, 2011 at 03:05 AM PDT #

Hi Steve,

Thanks for the informative blog.

Steve My client is in planning of R12 Upgrade from

Request you to share any detailed project Plan on my email id

I will wait for your response.

Thanks & Regards

Posted by guest on November 16, 2011 at 01:08 AM PST #

Hi, Ratnesh,

Your best bet would be to ask your Oracle account manager to arrange a meeting with someone in Oracle Consulting. Oracle Consulting can help you come up with a project plan to support your upgrade.

Best of luck with your project.


Posted by Steven Chan on November 16, 2011 at 06:01 AM PST #

We are on Oracle 11i and plan to upgrade the same to R12.1.3
We have 4 node production instance with 2 application servers and two server on DB layer with 10g RAC.

We have six manufacturing locations and centralized eBS instance. Downtime for more than 3-4 hours is a big challenge. What would be the ideal strategy to migrate to R12 with minimum downtime.

Posted by Pankaj Sharma on January 29, 2012 at 06:51 AM PST #


Thank you for your inquiry.

An upgrade from Release 11i to Release 12 will most likely take more than 3-4 hours. Start discussions now with your business partners to create an understanding that a longer downtime is most likely necessary to perform the upgrade.

In parallel, start your research for minimizing downtime requirements.
First, review the following sessions available for replay on the EBS Technology Blog titled:

- Minimizing Oracle E-Business Suite Maintenance Downtimes
- Upgrading E-Business Suite Customizations to R12
- Planning Your Oracle E-Business Suite Upgrade from Release 11i to Release 12.

These sessions are available here:

Next, review the Oracle OpenWorld Session # 18661, Title: Upgrade Best Practices - Technical Insight.

This session is available here:

Go to Tools, then Content Catalog, then enter the Session ID in the Keyword Search text box.

Finally, you should review the information available in the R12.1 Information Center. This is available in My Oracle Support Note ID 806593.1.

After reviewing all of the sessions and material listed, create a plan to implement the recommendations and perform your upgrade.

Best of luck to you!

Posted by Elke Phelps (Oracle Development) on January 31, 2012 at 09:43 AM PST #

Question - do the following products require a separate license from the basic R12 EBS offering?
Financial Accounting Hub
Financials Centralized Solution Set
Workforce Scheduling
Supply Chain Management product
and Fusion Transportation Intelligence

Posted by Diane Roberts on August 14, 2012 at 07:50 AM PDT #

Hello, Diane,

I'm afraid that none of this blog's contributors are licencing specialists. I'd recommend contacting your Oracle account manager to help you with questions about licensing for these products.


Posted by Steven Chan on August 14, 2012 at 08:05 AM PDT #

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