Worry Free Application Upgrades

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2 Worry Free Application Upgrades Jagan R. Athreya Oracle Corporation Naveen Garg ColorCon

3 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.

4 Oracle Enterprise Manager Top-Down, Integrated Application Management Complete, Open, Integrated Management for Oracle Technologies Deep, Optimized, Best of Breed Database, Middleware, Packaged Applications, Physical and Virtual Infrastructure Business Centric, Top Down Application Management Complete Lifecycle Management Scalable Grid and Cloud Management Manage many as one

5 Complete, Open and Integrated Management Event Connectors Microsoft, HP, IBM Service Desk Connectors Remedy, HP, Siebel, PeopleSoft Plug-Ins Complete, Best of Breed Management for Oracle Rich Set of Plug-Ins to Monitor Non-Oracle Products Bi-Directional Connectors to Exchange Alerts, Events

6 Maximize IT Cost Savings With Oracle Enterprise Manager Reduce operational costs through intelligent diagnostics and automated IT processes Reduce database management costs by 40% Reduce configuration management effort by 90% Reduce patching and provisioning effort by up to 98% Reduce capital spending on servers by 20% Manage applications top-down, from the business perspective by understanding user experiences and business impact of IT issues Avoid online revenue losses up to 25% Maximize staff productivity by 10 times or more Manage entire application lifecycle to increase business agility with comprehensive application quality management and compliance solutions Reduce testing effort by up to 80% Increase test coverage by 95% Increase quality to improve returns

7 Agenda Cost of Application Upgrades Provision Test Environments Test Changes Promote Changes <Insert Picture Here> Customer Case study: Application Upgrade at Colorcon

8 Application Upgrade Process Provision Test Environments Test Changes Promote to Production

9 Application Upgrade Process Provisioning Provision Test Environments Web tier (OHS) SOA/J2EE app mid tiers Web tier Provision webservers Provision load balancers SOA/J2EE (mid) tier Provision Application Server Provision SOA layer Register with IdM server Database

10 Application Upgrade Process Provision Test Environments Web tier (OHS) Database tier Provision database software Create or clone database SOA/J2EE app mid tiers Run vendor upgrade process Upgrade database objects Upgrade application components Database

11 Application Upgrade Process Test Changes Database Configuration Version Operating System Storage Middle Tier Configuration Version Operating System Storage Functionality/Business Process Application Programs Application Schema Seed or Reference Data Customizations

12 Cost of Application Upgrades AMR Research study on application upgrades $1,839 per business user 1 man-week of labor per business user Company with 5000 business users will spend $9.2 million 20.7 man-years to perform an upgrade Upgrade represents nearly ¼ of application lifecycle costs

13 Agenda Cost of Application Upgrades Provision Test Environments Test Changes Promote to Production Customer Case study: EBS Upgrade at Colorcon <Insert Picture Here>

14 Provision Database Clone Software from Reference 1 2 Use Production as Reference Clone Test System from Reference Provisioning options Install software Clone from Reference Oracle Home Clone from Software Library Select Clone Oracle Home using Reference (installed) Oracle Home as source deployment procedure Provision SI, full RAC and Clusterware test systems from Production Configure entire stack to point to test environment Run post-install patches needed for testing

15 Mask Sensitive Info while Cloning Production Data Production LAST_NAME SSN SALARY AGUILAR ,000 BENSON ,000 Test LAST_NAME SSN SALARY ANSKEKSL ,000 BKJHHEIEDK ,000 Identify sensitive data and define mask formats to replace the original data Clone from live Production or RMAN backup Run clone-integrated data masking process to irreversibly replace original sensitive data with fictitious data ensure application referential integrity after masking clone-and-mask in a single workflow to avoid privacy exposure

16 Provision Middleware Environments from Reference Web tier (OHS) SOA/J2EE app mid tiers Database Clone Web and Java tiers from Reference source using EM deployment procedure for myj2ee Install and configure application tier Install and configure web tier Register Application Server and web tier into the cluster configuration Configure load balancer to point to web tier Start web and application tiers

17 Agenda Cost of Application Upgrades Automation for Test Environments Testing Changes Promoting Changes Customer Case study: EBS Upgrade at Colorcon <Insert Picture Here>

18 Testing Changes Functional Changes Business Logic Business Rules Business Data Infrastructure changes Database Infrastructure Web and Application Infrastructure

19 Test Manager for Web Applications Test Process Management Manage test process from centralized console Define test requirements Develop manual & automated test cases Document and track defects Create reports

20 Testing Changes Functional Changes Business Logic Business Rules Business Data Infrastructure changes Database Infrastructure Web and Application Infrastructure

21 Testing Database Infrastructure Changes Client Client Client Changes Unsupported Middle Tier Changes Supported Database Upgrades, Patches Schema, Parameters RAC nodes, Interconnect OS Platforms, OS Upgrades CPU, Memory Storage Etc. Storage Recording of External Client Requests

22 Test Database Infrastructure Changes with Database Replay Replay live production workload in test environment Identify, analyze and fix potential instabilities before promoting change to production Capture Workload in Production Capture full production workload with real load, timing & concurrency characteristics Move the captured workload to test system Replay Workload in Test Make the desired changes in test system Replay workload with full production characteristics Honor commit ordering Analyze & Report Errors Data divergence Performance divergence Analysis & Reporting

23 Testing SQL Unit Performance Changes with SQL Performance Analyzer Test impact of change on SQL query performance Capture SQL workload in production including statistics & bind variables Re-execute SQL queries in test environment Tune regressed SQL and seed SQL plans for production Client Client Client Production Test Middle Tier Re-execute SQL Queries Oracle DB Capture SQL Use SQL Tuning Advisor to tune regression Storage

24 Test Application Infrastructure Changes using Load and Performance Testing Create realistic load test scenarios that simulate end-user behavior Scale to thousands of concurrent users Perform functional content validation under load Monitor server-side performance & correlate to end-user response times Isolate and resolve performance bottlenecks

25 Testing Changes Functional Changes Business Logic Business Rules Business Data Infrastructure changes Database Infrastructure Web and Application Infrastructure

26 Testing Custom Modules Impacted by Database Changes HR OE IX Test planning and execution need to be scoped to reflect the modules impacted by changes Map the modules to the corresponding database objects When the database objects get altered. Sales Force Automation Order Entry Data warehouse

27 Testing Custom Modules Impacted by Database Changes HR OE IX Affected modules get identified Test only the affected modules Cut down test planning and testing time Sales Force Automation Order Entry Data warehouse

28 1. Identify Database Objects Mapped to a Module Prod DB 1. Capture SQL workload using SQL*Trace Move trace file to Test Test Driver DB (11.1) 2. Generate SQL Tuning Set from trace file 3. Identify objects referenced in STS Enable SQL Trace for the custom module Convert into SQL Tuning set Identify database objects referenced in SQLs captured in the Tuning Set Create a Dictionary Baseline mapped to the module associate with the database modules

29 2. Baseline Each Module Mapped to Dependent Objects Custom module: Invoice Check Printing module Dependent Objects PO_VENDORS table AP_CHECKS_PKG package

30 3. Identify Changes to Objects after Schema Upgrade PO_VENDORS new columns added AP_CHECKS_PKG new business logic

31 Process for Identifying Impact on Customizations Customization: Invoice Check Printing Module Dependencies: PO_VENDORS table AP_CHECKS_PKG package & package body Steps 1. Create Baseline based on dependencies 2. Upgrade application schema, e.g. EBusiness Suite to 12. and compare upgraded application schema with baseline 3. Identify affected modules 4. Test and fix custom modules if affected SKIP testing if unaffected

32 Test Functional Changes using Oracle Functional Testing Automate transactions for Web applications & Web Services Execute rigorous functional test cases Create automated regression test suites Identify and report on functional application failures Reuse functional test scripts for load testing

33 Agenda Cost of Application Upgrades Testing Changes Automation for Test Environments Promoting Changes Customer Case study: EBS Upgrade at Colorcon <Insert Picture Here>

34 Provision Database Clone Software from Reference 1 2 Apply all relevant security, performance and availability fixes Use final Test as Reference Save as Gold Image 2 Save final test environment as gold image Provision production from gold image Run post-install patches needed for testing Clone Test System from Gold Image into Production

35 Identify Custom Changes to Application Schema HR OE IX Capture custom changes to schema in a baseline Version each baseline for each set of planned changes Promote approved and tested baseline and version to production Sales Force Automation Order Entry Data warehouse

36 Promote Schema Changes using Dictionary Synchronization Run application vendorprovided upgrade process Use Baselines to promote custom schema changes from Testing to Production Tables Indexes Partitions Packages Procedures Functions Init.ora User Tablespace Constraint Dev Staging Grant Production Synonym Table Index Partition Trigger Package Function Reporting Training

37 Preview and Edit before Promoting Changes Run Baseline to Production Sync in interactive mode Generate change list Review and edit change list Execute change list

38 Dictionary Synchronization overview Synchronization modes Unattended Synchronize Interactive Synchronize Synchronize source can be baseline or database Synchronize target is always a database Interactive Mode Specify scope (schemas, object types to sync) View Comparison results Exclude objects from sync Generate a script and impact report Execute Synchronization script Dev Prod CM Compare Processor Baseline Compare Results Script generator Script Execute Script Prod

39 Promote Seed Data using Data Pump export Identify TABLES containing seed data Setup a DataPump export process Select and add tables Specify additional QUERY criteria to remove test data added to the seed tables.

40 Provision Middleware Environments Web tier (OHS) SOA/J2EE app mid tiers Database Save Final Web and Java tiers into gold image Clone from gold image to Production Register with IdM servers Deploy SOA Infra BPEL Engine for Process Orchestration Mediator Engine for Data transformation Business Rules Human Workflow Engine

41 Agenda Cost of Application Upgrades Testing Changes Automation for Test Environments Promoting Changes <Insert Picture Here> Customer Case study: Application Upgrade at Colorcon

42 Introduction to Colorcon Colorcon is a world leader in the development, supply and technical support of formulated coatings and other excipients for the pharmaceutical industry. Our best-in-class products and pharmaceutical technologies are complemented by our value-added services which support all phases of solid oral dose design and development IT is responsible for delivery of world class IT (Mainly Oracle) platform to support and improve our business Users worldwide, 25+ global locations

43 EM Deployment EM infrastructure deployed Agent (Linux/Windows/HP, ) OMS on Linux VM. 2 CPUs, 4 GB RAM Repository DB version on HP Itanium Blade Server Tried setting up tomcat/vmware Plug-ins, didn t finish it. Linux/HP agents are shared NFS installs. Really helps during patches/upgrade of agents Architected OMS to be future scalable and easy to add tiers. Agents communicate with current OMS via Load

44 Current Status of EM Deployment Environment Managed environment ~900 targets. Hosts, databases, 10gAS, Weblogic, E- Business Suite, NetApp, Hosts. Expected to be around 1200 targets in another 3-6 months Manage many more 10gAS and EBS targets that databases. Integrated with HP Service Manager for manual/automated ticketing. Established performance baseline from 15 remote locations using services/beacon functionality. Big help in troubleshooting WAN connectivity issues. Over 95% of Oracle platform managed in EM No other tool to manage Oracle platform. Minimal crons on servers No customizations to EM 44

45 Our Grid Control Home Page The cleanest EM GridControl home page

46 EBusiness Suite Upgrade Challenges Deploying new Brazil Financial application (NFe) that works with Oracle E-Business Suite. Use a broad set of modules in EBS (ERP,CRM and HCM) Language barriers in non-english speaking countries Complex collection of scripts used to maintain customizations Application worked in QA but failed in Production upon go-live Hard to troubleshoot highly customized 46

47 EBusiness Suite Upgrade Solution Ran EM Dictionary Comparison between QA and Production Detailed list of differences identified. Object difference were tied back to missing scripts and rerun Confirmed changes with multiple Dictionary Comparison runs Issue resolved and had a successful production deployment 47

48 Dictionary Comparison Ran EM Dictionary Comparison on a schema with hundreds of objects (85 tables, 140 views, 45 triggers, 150 packages) Checked differences over many different object types Can save the differences to a file Automatically saves the comparison as a definition which can be run many times. Can synchronize the schemas (objects) from the same console. Differences in objects were sent back to the 48

49 Dictionary Comparison 49

50 Dictionary Comparison 50

51 EBusiness Suite Upgrade Change Management Pack Takeaways QA vs. Production comparison time cut down from hours or days to just 7 minutes Automatic Comparison now added to pre-go-live checklist eliminated application downtime CIO gets his wish finally for an button to compare two application environments 51

52 Edition-Based Redefintion new in DB 11.2 Online Application Upgrade DB 11.2 brings the edition, the editioning view, and the crossedition trigger Code changes are installed in the privacy of a new edition. Data changes are made safely by writing only to new columns or new tables not seen by the old edition An editioning view exposes a different projection of a table into each edition to allow each to see just its own columns A crossedition trigger propagates data changes made by the old edition into the new edition s columns, or (in hotrollover) vice-versa 52

53 Application Change Management Pack for EBS Key Features Customization Manager Create AD compliant customization packages Central console for all custom patches Custom patches can be applied using Patch Manager Over 200 file types supported Creating build lists with manifests Build or compile Java or Form libraries Validate the custom files based on a set of standards Interface with Version Control systems (CVS, Subversion) Capture additional Metadata around customization Standard and Comparison reports Patch Manager Configurable Patch Process: Step-by-step interview process Deploys custom and standard Oracle patches from a central console Simultaneous, multi-patch, multi-target deployment Integration with Customization Manager Multiple Patch Options: Support for wide variety of patching options such as Hot Patching, disable archive mode.etc Centralized Patch Deployment Tracking: In Progress, Completed, and Scheduled Integrates with MetaLink to download patches Setup Manager Central console for all activity Migrate functional configuration/setup data across different instances of EBS Group extracts, loads, and reports into projects for easier management and reuse. Recognize and enforce the dependencies between different selection sets and provide sequencing recommendations. Automated, simultaneous loads across multiple instances Perform loads across different RUP levels Share the extracts, loads, and reports content with other users. 53

54 Oracle Helps You Maximize Customer Value Deploys SOA infrastructure 92% faster Saves 80% time and effort for managing Databases Avoids online revenue losses up to 25% Improves IT productivity by 25% Drives asset utilization up by 70% Cuts configuration management effort by 90% Saves $1.9 million with Oracle Enterprise Manager Saves $170,000 per year with Oracle Enterprise Manager Replaces manual tools with automation; saves time by 50% Reduces Database testing time by 90% Reduces provisioning effort by 75% Saves weeks on application testing time Cuts application testing from weeks to hours Reduces critical patching time by 80% Delivers 24/7 uptime with Oracle Enterprise Manager