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Oracle’s Best Kept Secret. Oracle iSetup Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant. Oracle iSetup. Simplifies the Setup and Administration of the Oracle E-Business Suite; thereby Reducing Implementation and Administration Time, Cost, and Risk. Learning Objectives.

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oracle s best kept secret

Oracle’s Best Kept Secret

Oracle iSetup

Kirk Williams

Frontier Consulting, Inc.

Senior Oracle Consultant

oracle isetup
Oracle iSetup

Simplifies the Setup and Administration of the Oracle E-Business Suite; thereby Reducing Implementation and Administration Time, Cost, and Risk

learning objectives
Learning Objectives
  • As a result of this presentation, you will be able to:
    • Understand the iSetup Components and Architecture
    • Know the Benefits and Limitations of iSetup
    • Understand the Ongoing Management capabilities of the Oracle E-Business Suite
    • Know the Supported Products, Upcoming Products and Future Direction
speaker s qualifications
Speaker’s Qualifications
  • Kirk Williams is a Sr. Oracle Consultant and Project Manager at Frontier Consulting
  • Kirk speaks frequently on the capabilities of Oracle Applications at Local, Regional and National Conferences
  • Kirk writes Training Material and Project Plans for Supply Chain and Manufacturing Implementations
presentation agenda
Presentation Agenda
  • Oracle iSetup 11i.9 Introduction
  • Benefits of iSetup
  • iSetup Configurator, Migrator and Reporter
  • iSetup Process and AIM Tasks
  • Limitations of iSetup
  • Supported Products and Future Direction
  • Q&A
isetup meeting business needs
iSetup Meeting Business Needs
  • Customers to go-live in days and weeks versus months or years
  • Implementers to configure setup parameters quickly, without the use of Forms and specific Oracle Applications expertise
  • Quick migration and copy of setup data between Applications to reduce time and effort and ensure data consistency between environments
  • Quick creation of Application instances for testing and easy migration of changes from one instance to another
isetup meeting business needs7
iSetup Meeting Business Needs
  • Easy re-use of industry solution setup data among implementation projects to reduce time and risk
  • Implementers can view setup data they have configured through iSetup before loading it into an applications instance
  • Implementers can view current configuration settings in an applications instance
  • Implementers can keep an audit trail of detailed setup choices
  • Implementers can show and validate setup choices with their customers
oracle isetup benefits
Oracle iSetup Benefits
  • Improve Margins – Deliver fixed-priced services in less time and with fewer resources
  • Reduce Cost – Reduce engagement costs to customers as a result of less time and effort to complete setups
  • Reduce Risk – Better utilize your Oracle expertise during implementations with proven and consistent setup data. Verify your setups with customers through detailed reports
  • Reduce Maintenance and Support Costs – Avoid additional time and cost required to fix mistakes during setup with valid configurations. Avoid human error in replicating setups across environments
isetup product support rel 11i9
Oracle General Ledger

Oracle Accounts Payable

Oracle Accounts Receivable

Oracle Cash Management

Oracle Fixed Assets

Oracle Purchasing

Oracle Human Resources

Oracle Bill of Materials

Oracle Inventory

Oracle Engineering

Oracle Work in Process

Oracle Order Management

Oracle Shipping

iSetup Product Support Rel. 11i9
isetup configurator
iSetup Configurator
  • For initial implementation
  • Collects requirements by presenting business questions
  • Derives setup options based on your responses
  • Incorporates leading business practices into template data
  • Loads all the setup data with the click of a button
configurator architecture
Configurator Architecture

iSetup.oracle.com

iSetup

Configurator

Configurator

Database

User

Packaged

Configuration File

E-Business Suite

iSetup

Loader

API

Repository

Setup

Tables

APIs

administration tasks
Administration Tasks
  • Installation of a Central Instance with a dbc file for Each Remote Instance
  • Mapping Databases for Central, Source and Target Instances
  • Preparing Target Instances for Migrations
  • Recompile Database Objects
  • Set Open Cursor Limit from 500 to 750
  • Set Sleep Seconds for Concurrent Manager
database mapping
Database Mapping

Use this button to create a Mapping

creating database mapping
Creating Database Mapping

A dbc file will need to exist on the Central Instance for any SID

isetup migrator
iSetup Migrator
  • Automates moving of setup data from one instance to another
  • Generates additional setup data based on existing data. For example:
    • Create a new Accounting Calendar
    • Create a new Chart of Accounts
migrator architecture
Migrator Architecture

Source Instance

iSetup

Exporter

iSetup

Migrator UI

Data Model

APIs

User

Setup

Tables

Packaged

Configuration File

Target Instance

iSetup

Loader

Data Model

Setup

Tables

APIs

create migration selection set
Create Migration Selection Set

Create a

selection

set from a

predefined

Template

more migration selection sets
More Migration Selection Sets

There are currently 14 pre-defined templates

submit extract selection set
Submit Extract Selection Set

For a Financials or Discrete Manufacturing Extract, you may want to schedule for a later run

migration extracts
Migration Extracts

You can download to your local system or permanently delete the snapshot

migration load request
Migration Load Request

You can load from an iSetup Configuration, a snapshot extract or from your local system

restart load request
Restart Load Request

Here are the 3 restart options from a failed setup step

isetup reporter
iSetup Reporter
  • Report on Setup data
  • Maintain snapshots for later reference
  • Compare setup data across instances
  • Compare setup data at different times
reporter architecture
Reporter Architecture

Source Instance

iSetup

Exporter

Data Model

User

APIs

Setup

Tables

Packaged

Configuration File

iSetup

Reporter

Reports

report request
Report Request

You can Report from an iSetup Configuration, a snapshot extract or from your local system

report request options
Report Request Options

Reports normally complete timely, but they can also be scheduled for later

report output
Report Output

You can view the output from a printable page

isetup and aim tasks
iSetup and AIM Tasks
  • RD.020 – Conduct Current Business Baseline
    • Complete iSetup Questionnaire
  • RD.050 – Gather Business Requirements
    • Complete iSetup Questionnaire
  • BR.020 – Prepare Mapping Environment
    • Run iSetup Loader
  • BR.100 – Define Application Setups
    • Run iSetup Loader
    • Edit iSetup BR.100 document
  • TE.060 – Prepare Testing Environments
    • Run iSetup Loader
  • PM.040 – Prepare Production Environment
    • Run iSetup Loader
isetup integration strategy
iSetup Integration Strategy

Business

Information

Workflows

System

Configuration

Oracle

iSetup

Tutor

Procedures

Business

Flows

project timeline
Project Timeline

Begin

iSetup

Configuration

Load

iSetup

Configuration

1

5

6

15

17

18

19

Contract

Signed

Implementer

Selected

Hardware

Ready

Apps

Installed

Begin

Testing

loading multiple instances
Loading Multiple Instances

iSetup

Configurator

CRP

Original

Configuration

System

Test

Production

Revised

Configuration

alternate approach
Alternate Approach

iSetup

Configurator

iSetup

Configurator

CRP

CRP

Refine

Refine

Original

Configuration

Original

Configuration

System

Test

System

Test

Backup

Backup

Production

Production

configuring test scripts
Configuring Test Scripts
  • Assumptions
    • One RT per form
    • Data driven
    • Dynamic linking between RTs to support any business flow

Configured RT Suite

Bus. Flow

iSetup

Setup Data

Customized Data Files

oracle isetup benefits55
Oracle iSetup Benefits
  • Improve Margins – Deliver fixed-priced services in less time and with fewer resources
  • Reduce Cost – Reduce engagement costs to customers as a result of less time and effort to complete setups
  • Reduce Risk – Better utilize your Oracle expertise during implementations with proven and consistent setup data. Verify your setups with customers through detailed reports
  • Reduce Maintenance and Support Costs – Avoid additional time and cost required to fix mistakes during setup with valid configurations. Avoid human error in replicating setups across environments
summary
Summary
  • Knowledge of iSetup Components and their Functions
  • Advantages & Disadvantages of iSetup
  • Costs of Implementation, Migration, Upgrade or Re-Implementation Option
  • Discuss Product Support and Future Direction
additional resources
Additional Resources
  • Appsnet
    • http://www.oracle.com/appsnet
    • Technology  Rapid Implementation
  • iSetup web site
    • http://isetup.oracle.com
    • Read overview and view tutorial
contacts
Contacts
  • Jim Lange, Product Director

E-mail: Jim.Lange@oracle.com

Phone: 425-820-1203

  • Manoj Gupta, Product Manager

E-mail: Manoj.K.Gupta@oracle.com

Phone: 650-506-5947

  • Kirk Williams, Project Manager

E-mail: Kirk.Williams@att.net

Phone: 832-244-6255

Frontier Office: 713-778-0799