Planned EnterpriseOne Upgrade Innovations

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1 Planned EnterpriseOne Upgrade Innovations Upgrade Roundtable Eric Maikranz Chief Customer Officer JD Edwards Development Clayton Seeley Product Manager JD Edwards Development Copyright 2015, Oracle and/or its affiliates. All rights reserved.

2 Safe Harbor Statement 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. 2/9/2015 2

3 Program Agenda Quick Survey Time CIM Data Upgrade Roadmap Future of Upgrades

4 What Release Are Your Customers on That Are Honestly/Seriously Looking Upgrade to a New Release? EnterpriseOne Xe/ /8.11sp s World A7.3 A8.1 A9.1 A9.2/A9.2sp1 A9.3 Learn More! rwindowe=0&_adf.ctrl-state=155umz1m04_4 2/9/2015 4

5 JD Edwards: Customers in Motion JD Edwards EnterpriseOne and JD Edwards World Customers Moving Forward November 2014 Data J66.00w rev 15 December 2014 (REL) Copyright 2014 Oracle and/or its affiliates. All rights reserved. 2/9/2015 5

6 JD Edwards Delivers via Oracle s Applications Unlimited and Lifetime Support Policies since 2005: Today and Tomorrow Applications Unlimited Applications Unlimited is Oracle's longterm plan to provide continuing enhancements and ongoing support to your existing investments in Oracle apps. Lifetime Support Simple, predictable, flexible, and the most comprehensive support policy available, the Oracle Lifetime Support policy helps drive your business success. Product Strategy Mixing comprehensive industry knowledge with open standards Premier Extended Sustaining Years from Release G/A Inset: Oracle advertisement from the Wall Street Journal, 2006 Copyright 2014 Oracle and/or its affiliates. All rights reserved. 2/9/2015 6

7 Customers in Motion JD Edwards EnterpriseOne Analysis Highlights JD Edwards EnterpriseOne customers working with 9s releases JD Edwards World customers migrating to JD Edwards EnterpriseOne 85% 21% Copyright 2014 Oracle and/or its affiliates. All rights reserved. 2/9/2015 7

8 Customers in Motion JD Edwards World Analysis Highlights JD Edwards World customers working with 9s releases 55% Copyright 2014 Oracle and/or its affiliates. All rights reserved. 2/9/2015 8

9 Customers in Motion JD Edwards World to JD Edwards EnterpriseOne Migrations 21% Copyright 2014 Oracle and/or its affiliates. All rights reserved. 2/9/2015 9

10 Customers in Motion Over Time JD Edwards EnterpriseOne and JD Edwards World 21% 55% on 9s 85% on 9s Copyright 2014 Oracle and/or its affiliates. All rights reserved. 2/9/

11 Planned JD Edwards Upgrade Roadmap JD Edwards EnterpriseOne Upgrade Initiative 2/9/

12 Upgrade Paths JD Edwards EnterpriseOne Proposed Xe Release 8.0 (ERP 8.0) GA Date Premier Support End Date Direct Upgrade Path to 9.2? Sep 2000 Dec 2013 Yes No Simplified Upgrade Path to 9.2? Oracle Recommends Jump Release 8.9 Sep 2003 Sep 2008 No Jun 2004 Jun 2009 No / SP1 Dec 2004 Dec 2009 No Apr 2006 Apr 2011 Yes No 9.0 Sep 2008 Sep 2013 Yes No UL2 (9.0.2) 9.0 Update 2 Nov 2010 Nov 2015 Yes Yes 9.1 Mar 2012 Mar 2017 Yes Yes Note: Always consult current policies at

13 World Migration Paths JD Edwards World Planned Release GA Date Premier Support End Date A7.3 Jun 1996 Dec 2013 Yes Direct Upgrade Path to E1 9.2? Oracle Recommends Release A8.1 Oct 1997 Dec 2013 No E1 9.1 or W A9.3 A9.1 Apr 2007 Apr 2012 No E1 9.1 or W A9.3 A9.2 Apr 2009 Apr 2014 No E1 9.1 or W A9.3 A9.2 Update 1 May 2000 May 2015 Yes A9.3 Mar 2012 Mar 2017 Yes Note: Always consult current policies at

14 Planned Simplified Upgrade JD Edwards EnterpriseOne Upgrade Initiative 2/9/

15 Upgrade Process Roadmap Simplified Upgrade Changes Method of Object Update Only new objects and changed objects from previous base release will be installed Retrofit effort minimized to only customized objects changed between release Reduces testing time and effort Available From Previous Latest Release Only (ex: )* One-Time Exception for Central Objects / OL Business Data Control Tables Traditional Upgrade Method Complete set of new objects (9.2) are installed Retrofit ALL modified objects in 9.1 instance to 9.2 Central Objects / OL Business Data Control Tables Simplified Upgrade Method (Coming Soon 9.2) Central Objects / OL Business Data Control Tables Only the CHANGED objects from 9.1 to 9.2 are installed Retrofit ONLY objects modified in 9.1 instance that also changed in 9.2 Central Objects / OL Central Objects / Business OL Data Control Tables Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 2/9/

16 JD Edwards EnterpriseOne Upgrade Steps Technical Upgrade Simplified Upgrade Method System copy Control table merge Table conversions Specification (object) merge Business Data Central Objects Object Librarian System Control Tables Versions Data Dictionary Server Map New Databases Created For All But Business Data & Control Tables AND Central Objects Same as Traditional System Tables/Records Copied Control Table Records Merged Data Dictionary Merged Business Data Table Converted Updated/New Objects Merged Into Existing Central Objects OL, Versions, Specifications Updated Customized Objects To Be Manually Retrofit Using Design and Compare Tools Business Data Central Objects Object Librarian System Control Tables Versions Data Dictionary Server Map Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 2/9/

17 JD Edwards EnterpriseOne Install JD Edwards EnterpriseOne After Simplified Upgrade Standard Object ified Object Custom Object 1) Existing Objects 2) Spec Merge 3) Retrofit Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 2/9/

18 JD Edwards EnterpriseOne Install JD Edwards EnterpriseOne After Traditional Upgrade JD Edwards EnterpriseOne After Simplified Upgrade = Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 2/9/

19 Choose Your Upgrade Path for JD Edwards EnterpriseOne Simplified Upgrade (planned) Repeat as necessary Define Simplified Upgrade Plan Run Installation Workbench Spec Merge Retrofit Test Apply Updates UAT and Training Go Live Savings! Traditional Upgrade (current) Repeat as necessary Define Traditional Upgrade Plan Run Installation Workbench Spec Merge Retrofit Test Apply Updates UAT and Training Go Live t (time) = money Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 2/9/

20 Upgrade Paths Compared and Contrasted Planned Similarities Full Installation on deployment and enterprise server Business data and control tables remain inplace New system database old records merge forward Tools to upgrade Planner, Workbench, Compare, Post Technical upgrade steps Validation Apply updates Tools and Apps (ESUs) Train Simplified Differences Shorter platform pack and database install Central objects database retained Spec merge updated objects Retrofitting minimized Traditional Longer platform pack and database install Central objects database replaced Spec merge custom objects Extensive retrofitting Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 2/9/

21 E1 Simplified Upgrade 1) Create Manifest UBE Planned Outlines object delta between releases Delivered in two ways Data in F96700 table XML File Update Center and Impact Analysis Used by Spec Merge in Update mode Also establishes Obsolete Object list (88) For 9.2, two manifests created (9.1 & 9.0.2) Built by Oracle production services (UBE) Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 2/9/

22 E1 Simplified Upgrade 2) Impact Analysis Revamp Planned Report to analyze objects to be upgraded Will outline objects detected as modified Provides evaluation of easier upgrade path traditional or simplified Can be run before upgrade starts from Change Assistant or E1 application Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 2/9/

23 E1 Simplified Upgrade 3) Changes to Platform Packs Planned Third option added to platform pack installers for simplified upgrade Changes database logic scripts to not create central objects database Subject to further change due to OUI projects Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 2/9/

24 E1 Simplified Upgrade 4) Planner/Workbench s Planned Third option added to planner Simplified Upgrade Planner to verify previous release valid for simplified upgrade Path code copy from previous release Spec merge Loads manifest to determine objects to merge Reverse merge more like update Object librarian merge UBE altered Delete obsoleted objects ified objects listed in COA tables Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 2/9/

25 E1 Simplified Upgrade 5) Summary Report Planned Enhanced report at end of upgrade Similar to report produced by ESU install Outlines objects replaced and detected as modified Roadmap subject to change without notice. The above is intended for information purposes and may not be incorporated into a contract. 2/9/

26 Customization Workbench

27 Introducing Customization Workbench Enable Quick Manual Retrofit of Customizations Track Progress of Retrofit Effort Summarizes COA Data Streamlined Process From One Screen Check-out, Merge, Check-in Direct OMW Integration Merge Tools Directly From Workbench Quick Access to Cross Reference Data Verify Testing Footprint

28 Future of Upgrades JD Edwards EnterpriseOne Upgrade Initiative 2/9/

29 The Ultimate Goal: Constant Current! Perpetual Updates = Full Upgrade Updates Applied Count Toward Upgrade Ideas In Consideration Single Development Code Line Object Versioning Separated Customization Location

30 2/9/

31 2/9/

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