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Oracle E-Business Suite Release Oracle iSetup

Agenda
Product Overview iSetup Migrator Usage iSetup Reporting Features iSetup Configuration Setup Manager Overview Additional Resources Q&A Troubleshooting Tips (optional)

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iSetup: Product Overview

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E-Business Suite LCM Tools

iSetup

Rapid Install

Oracle Applications Manager

Applications DBA Utilities

Enterprise Manager

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Product Key Features


iSetup is a tool/solution to manage the migration of setup data between different instances Designed for end users Expedites the speed and accuracy of implementations by providing out-of-the-box migration templates tailored to suit various implementation phases
Over 300 different APIs in 11i10x and R12.x

Reports and compares setup across instances and timelines XML format of data enhances flexibility Supports custom solutions in R12 Security capabilities No additional fee. Included in base licensing

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Product Features : Process flow


Transform (Optional)

Extract Extract Extract

Load Load Load

Dev

Test

Multiple extracts Multiple loads Transform Capability Multiple targets Reports Storage
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QA

Instance n

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iSetup Migrator Usage

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Product Usage: Step 1

Extract Extract Extract

Dev

Test

QA

Instance n

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Product Usage: Step 1

Selection Set Choose a predefined template (Ex: Organization Structure) Create your own selection Set any filter (optional) Extract Data

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Product Usage: Step 2 (Optional)

Dev

Test

Transform Data

QA

Instance n

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Product Usage: Step 2 (Optional)

Create a transformation and choose an existing extract Optionally, upload a file Select attributes to transform and execute it Update attributes Freeze updates

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Product Usage: Step 3

Load Load Load

Dev

Test

QA

Instance n

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Product Usage: Step 3

Choose an existing extract or transform Optionally, upload a file Set upload options and execute it Review

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iSetup Migrator Considerations

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Product Coverage
Over 300 different setups in R12x1
Area MFG Modules2 BOM, ASCP, Quality, EAM, OM, ENG, WIP, INV, Demand Planning, QP, SE, MRP, WMS, PO AP, GL, AR, FA, Pay, Lease & Finance Mgmnt, PRJ, Cash Mgmnt, Payments, Public Sector Financials FND, XML Publisher, Application Implementation4 Total Count3 130

Financials

121

ATG

12

HRMS

HRMS

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Functional Coverage - Examples


Selected examples in 12.0.4

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Component level Dependencies


The majority of errors are due to dependency problems (i.e., trying to load a child record prior to loading the parent record)
Refer to the White Paper series: Understanding Oracle iSetup Dependencies, document ID 814338.1

Application Names

Dependencies

Load
Request Groups Menus

Order

Responsibilities

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Component level Dependencies: Example

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Seeded Selection Set Dependencies


Base Implementation

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Seeded Selection Set Dependencies


Manufacturing Implementation 4a Discrete Mfg. & Distribution setup Financials setup (Optional) Employees Organization Structure setup Product Foundation General Foundation

4a
4a

3a
2 1

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iSetup Reports

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iSetup Reporter
Helps in generation of Standard and Comparison reports
Generates reports on extracted data Compare two sets of extracted data to identify differences View online or download report in
PDF, RTF or Excel
Snapshot Snapshot

Repository

Extract

Source EBS

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Report Compare

iSetup Reports
Standard
Generated for single extract

Comparison Generated from two extracts

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iSetup Demo

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iSetup Configuration

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Setup
Mapping instances
ATG patch set level should be same across all EBS instances(*). Copy DBC files of each other EBS instances participating in migration under $FND_SECURE directory. Configure SQL Net to allow connection between the instances Same username with iSetup responsibility should exists in all EBS instances

Assign Super-User role (optional)


Custom Selection Set To register custom API/Interface

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Instance Mapping
Create the Instance Mapping by specifying the following: Name: Displays the name you specified during instance mapping. DBC Filename: Displays the database file name you have specified. Responsibility: Displays the responsibility used to create the mapping. For all mappings, this must be iSetup responsibility.

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Preparing an Instance
Perform the following tasks to prepare an instance : Recompile Database Objects Set Open Cursor Limit : 750 Set Sleep Seconds for the Concurrent Manager: 30 sec or less AZ: VO Fetch Size :100 AZ: Commit Row Counts : 1000 AZ: CP Number Of Batches: 5 AZ: Reporter Max Records: 100 AZ: Number Of Records For Home Tab: 4

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Change Management Pack Setup Manager

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Product Overview
Setup Manager project bundles all discrete steps into one unit Compare Extract

Source Instance

Setup Manager Project (e.g., AOL, CoA, A/P, Org. Structure, Payroll, Employees, SCM, etc.)

Load

Target Instance A

Enforce dependencies/hierarchies Multi-source, multi-target Reusable Serial/parallel loading

Target Instance n

Advantages compared to manual methods and competitive products Over 300 Oracle owned solutions Supports customer-created APIs Reusability of projects Comparison reporting between instances Audit reports Security infrastructure Ready archive/repository for extracts Central console to access/manage operations

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Executive Summary
Application Change Management Pack for EBS, it is a new product built on top of Oracle Enterprise Manager
Setup Manager Customization Manager Patch Manager.

Setup Manager is enhanced and advanced version of iSetup on Oracle Enterprise Manager
Ability to migrate setup data over point releases of EBS Projects. Integration with Change Approval mechanism Offline Transformation Advanced Filtering
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Use Case: Rolling Out Sets of Books


Setup Manager Project
Type
1
6
Func. Analyst

Setup Data Acct. Calendar

From/To Dev

Seq. 1

Extract

Extract
Load Load Development (Source) Load Load

Acct. Setups
Acct. Calendar Acct. Setups Acct. Calendar Acct. Setups

Dev
Test Test UAT UAT

1
2 3 4 5

2 3 4 5

Test (Target)

Compare Report
Compare Report

Acct. Calendar
Acct. Setups

Dev / Test
Dev / UAT

6
6 UAT (Target)

Benefits: Dependencies

Reusable

Multi-Target

Parallel

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Setup Manager vs iSetup


Capability
EBS Release: 11i10 (CU2)
EBS Release: R12.0.x EBS Release: R12.1.x Project Taxonomy Dependency enforcement Multi-Source/Multi-Target Parallel Execution of Tasks (Automated) Sequential Execution of Tasks (Automated) Ability to manage different "dot" release levels Oracle-authored APIs Retention of Extracts and Definitions (Cntrl. Repository)

Setup Manager
Yes
Yes Yes Yes Yes Yes Yes Yes Yes Yes Yes

iSetup
Yes
Yes Yes No No No No No No Yes Yes

Reusability of Extract Definitions Reusability of Extracts


Security Capabilities Transform capabilities Filtering Capabilities Centralized Console Ability to consume custom apis Cost

Yes Yes
Yes Yes Yes Yes R12+ only Yes

Yes Yes
Yes Yes Yes Possible R12+ only None

Reporting: Standard Reporting: Comparison


Reporting format: BR100 Reporting: Deployment/Verification Reporting styles: PDF/XLS/RTF Reporting: On-line Reporting: Downloadable reports Reporting: Real-time view of data via advance search

Yes Yes
Yes Yes Yes Yes Yes Yes

Yes Yes
Yes Yes Yes Yes Yes No

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Additional Information
iSetup Users Guide iSetup Developers Guide MyOracleSupport documents
Note 560719.1: troubleshooting Note 857551.1: 12.1.1 Mandatory patches Note 395654.1: Documentation resources Note 807319.1: Online training Note 814338.1: iSetup dependencies Note 1224313.1: Enterprise Manager plugin/EBS Management Pack

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Troubleshooting

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Troubleshooting
Understanding how to access/share extracts across instances Sharing iSetup artifacts
Extracts, Transforms, and Reports are user specific Only the exact same user can access extracts, transforms, or reports across different instances. The Download capability offers a way to share extracts, transforms, and loads.

Implications for Extract/Load Management


Option 1: Same owner across all instances Option 2: Same owner in Dev, Test, UAT, etc but not Production Extract/Load operations in non-Production instances Once thoroughly tested and ready to load into Production, download to desktop and upload into Production Option 3: Download and upload into each instance

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Common Incorrect Setups


Failure to complete/verify all of the steps in Mapping instances DBC file should be copied again if EBS instance has been refreshed or autoconfig is run. Custom interfaces should be registered in all EBS instances. Registering it on Central/Source is not sufficient. Standard Concurrent Manager should up for picking up iSetup concurrent requests. iSetup is not certified on RAC. However, you may still work with iSetup if you could copy the DBC file on all nodes with the same name as it had been registered through Instance Mapping screen.

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Troubleshooting
How to find logs Logs are very important to diagnose and troubleshoot iSetup issues. Navigate to View Detail screens of Extracts/ Transforms/Loads/Standard/Comparison Reports and click on View Log button to view the log.

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Troubleshooting
How to read logs

How to read logs


Logs contain both functional and technical errors. Functional errors are mainly due to missing prerequisite data or business validation failure. Example business validation failure
VONAME = Branches PLSQL; KEY = BANKNAME = 'CIBC BRANCHNAME = 'CIBC' EXCEPTION = Please provide a unique combination of bank number, bank branch number, and country combination. The 010, 06042, CA combination already exists. Tokens: VONAME = Banks PLSQL BANKNAME = 'OLD_ROYAL BANK OF CANADA' EXCEPTION = End date cannot be earlier than the start date

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Troubleshooting
How to read logs

Example missing prerequisite data.


VONAME = Operating Unit; KEY = Name = 'CAN OU' Group Name = 'Setup Business Group' ; EXCEPTION = Message not found. Application: PER, Message Name: HR_ORG_SOB_NOT_FOUND (Set of books not found for Setup Business Group)

Example technical or fwk error


OAException: System Error: Procedure at Step 40 Cause: The procedure has created an error at Step 40. Action: Contact your system administrator quoting the procedure and Step 40.

Example technical or fwk error


Number of installed languages on source and target does not match.

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