Five Key Resources for Upgrading to E-Business Suite Release 12

[July 16, 2008: Added two more vital resources to this list, instantly rendering the title of this article inaccurate.]

[May 14, 2008 Update:  It turns out that the original diagram from Eugene's presentation could use some refining.  Diagram replaced with an excerpt from the Official R12 upgrade guide itself.]

[Apr 29, 2008 Update:  The diagram below is excerpted from Eugene Weinstein's excellent OpenWorld 2007 presentation describing Oracle's own R12 upgrade.  That presentation was released prior to our recent certification of the 11g Database with Release 11i, which is why there's no reference to that database version below.  


As of today,  the 11g Database is certified with Release 11i but not with Release 12.  The R12 certification with the 11g Database is still underway now, and -- as usual, I don't have any dates for this certification yet.  If you upgrade your Apps 11i environment to the 11g DB today, your upgrade to Release 12 will have to wait until the latter is certified with the 11g DB, too.]

A remarkable aspect of this year's OAUG Collaborate 2008 conference was the abundance of customer-presented sessions devoted to E-Business Suite Release 12 upgrades.  I stopped counting after the first dozen sessions.  I wish I could have cloned myself to attend all of them.

Upgrade Paths Table: Table of Release 12 upgrade paths from E-business Suite 11.0, 11.5.1 to 11.5.7, and 11.5.8 to 11.5.10

Despite the plethora of customer case studies and other materials, I got the impression that some of you may be wondering where to start.  Here's a round-up of the key Oracle resources to help you plan and execute your Release 12 upgrade:
  1. Whitepapers about R12 functional benefits
    As a reader of this blog, your focus is likely on E-Business Suite technology more than on the applications modules' functionality itself.  Remember, however, that upgrading to Release 12 should be primarily driven by the improvements to business processes that R12's new capabilities offer.  The site above has whitepapers that your end-users can review to build their own business cases for the upgrade (e.g. "The Business Value of Upgrading to Oracle E-Business Suite Financials Release 12").
  2. Oracle Applications Upgrade Guide: Release 11i to Release 12 (PDF, 1.6 MB)
    This is the official, authoritative technical upgrade manual from Oracle Applications Development. This is part of the official Release 12 Documentation Library (Oracle Technology Network).
  3. Oracle Maintenance Wizard
    Oracle Support has worked jointly with Oracle Applications Development to produce this essential tool which produces a personalized 11i to R12 upgrade plan -- complete with detailed patching recommendations -- based upon your existing 11i environment.  Highly recommended.

  4. Oracle E-Business Suite Upgrade Resources Roadmap (Note 461705.1)
    Oracle provides a massive (and sometimes intimidating) amount of documentation to support your R12 upgrade.  This roadmap helps organize that documentation into four phases:  Evaluation, Planning, Execution, and Optimization.  This is the one-stop Metalink Note for links to Release Notes, READMEs, Release Content Documents, Upgrade Notes for specific platforms, and much, much more.

  5. R12 Install/Upgrade Forum (Oracle Technology Network)
    Amazingly, this OTN peer-supported discussion forum can sometimes yield answers to R12 upgrade questions faster than a formally-logged Service Request. This forum is monitored by Oracle Applications ACEs such as Hussein Sawwan, Michael Taylor, and Fadi Hasweh as well as Oracle Development (I'm one of the Oracle co-moderators of this forum).  This should be your first stop if you're having any technical issues with your upgrade.  If your question isn't answered here, then logging an SR with Metalink is the next step.

  6. Best Practices for Adopting Oracle E-Business Suite Release 12 (Metalink Note 580299.1)
    This whitepaper from Oracle Development pulls together a diverse range of tips and practical suggestions for implementation, preparation and cleanup, and product-specific considerations for the R12 versions of Oracle Financials and other products. Highly recommended.

  7. Case Study: Oracle's Own Oracle E-Business Suite Release 12 Upgrade
    In addition to being a useful primer about R12, this excellent presentation summarizes practical tips and technical insights from the Oracle internal team that upgraded Oracle's own E-Business Suite Global Single Instance from Release 11i to 12. As you'd expect, and their notes represent an insider's glimpse into how an organization with access to the most-skilled EBS talent on the planet performed this upgrade. Highly recommended.
Related Articles

Comments:

Steven,

Thanks for the single location for all Release 12 info. It makes it easier to send to people who ping me from the user group.

thx,
John

Posted by John Stouffer on April 29, 2008 at 07:45 AM PDT #

Stephen,

There are two key guides missing from this list if you are working with financials R12.

Oracle Financials Concepts Guide, Release 12 (Part No. B28873-01)

This is a great guide as it discusses business, acounting and finance concepts and how they map to the Oracle Financials world. I always reccomend that you start with this so you get an overview of the business problems the Financial suite is trying to solve.
Oracle Financials and Oracle Procurement Functional Upgrade Guide: Release 11i to Release 12 (Part No. B31543-01)

Note - This a new type of upgrade guide which discusses functional issues for business users, not to be confused with the technically oriented other upgrade guide. It discusses how existing set up will be upgraded and should be helpful as you plan the impacts to your business and also consider what new features you want to take advantage of in R12.

Posted by David Haimes on June 13, 2008 at 06:15 PM PDT #

These are very useful guides for people looking for functionally-oriented upgrade content. Thanks for the suggestion, David.

Regards,
Steven

Posted by Steven Chan on June 16, 2008 at 02:56 AM PDT #

We have just done our 11.5.10.2 to R12.0.4 upgrade. There are a few things to watch out for if your 11i database was already on 10g. It seems to be best to keep with the existing 10.2.0.3 db directory but to get around later steps you need to copy the appsutil/jre directory into your existing db appsutil directory.

It was supprised how easy the upgrade went, something in the order of 7 days (including 3 days with a Service Request ending up with the above solution).

Posted by Richard on June 17, 2008 at 09:37 PM PDT #

Thank you very much for this info. this is exactly what I have looking for on upgrade from 11i to 12.

Harold

Posted by Harold Schmitt on July 12, 2008 at 02:23 AM PDT #

Hi, Harold,

Glad that you found this useful. I'd be interested in hearing about your organization's R12 upgrade experiences. Please feel free to drop me a line about this when you get a chance. I'll be sure to pass on your feedback to our R12 Upgrade teams.

Regards,
Steven

Posted by Steven Chan on July 15, 2008 at 05:06 AM PDT #

Hi Steven,
Where can I find the list of objects that have changed in each of the version upgrades eg. tables whose structures have changed while upgrading from 11.5.8 to 11.5.9 of EBS. In fact, I am looking for a similar information from 11.5.5 of EBS onwards till the current R12 versions. Is this available in the public domain? If not, what do I need to do to get this information from Oracle?

Thanks in Advance for your response.

Regards,
Suresh Kanjur

Posted by Suresh on January 09, 2009 at 12:59 PM PST #

Hi, Suresh,

These were published for as Product Update Notes (PUN) for the Apps 11i release.

I'm afraid that the PUNs were discontinued with Release 12. You're welcome to escalate this with your Oracle Account Manager if you really need this kind of information; he or she may be able to negotiate with individual product families (e.g. Financials) on getting internal notes to you.

Regards,
Steven

Posted by Steven Chan on January 12, 2009 at 07:25 AM PST #

Hi Steve,
Thanks for that information. I did find some of the information from the PUN for Release 11i. Would it be possible for me to get the information (difference in versions) between 11.5.7 to 11.5.8, 11.5.8 to 11.5.9 and 11.5.9 to 11.5.10. I presume that there would not be any table structural changes between minor versions. Please clarify.

Regards,

Suresh Kanjur

Posted by Suresh on January 26, 2009 at 12:21 AM PST #

Hi, Suresh,

I'm an EBS techstack specialist, and the PUNs are usually the domain of functional specialists for specific EBS products. This is a fancy way of explaining that I don't have a lot of visibility into what PUNs are available.

I just did a quick search in Metalink and found a few different PUNs for specific products and Mini-packs. If you don't find what you're looking for there, I'd recommend logging a Service Request against the specific EBS product that you're researching.

Regards,
Steven

Posted by Steven Chan on January 27, 2009 at 08:30 AM PST #

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