Data Migration in Oracle E-Business Suite OAUG Paris

Data Migration in Oracle E-Business Suite OAUG Paris, June 18, 2004 Trond Steensnaes trond. steensnaes@accenture. com Copyright 2003 Accenture. All rights reserved. Accenture, its logo, and Accenture Innovation Delivered are trademarks of Accenture.

Project Scenario Challenges: • Tight deadlines • 5 -15 Environments • Squeezed time for migration activities • Numerous legacy systems to integrate with • 100% quality requirement

Agenda • Introduction • Migration to Oracle – using open interface / API – Migration to Oracle – Oracle Utilities – Migration to Oracle – Third party tools – • Migration from Oracle

Introduction: Migration scenarios Data migration: moving data from one database to another. Types of migration: • Migrating in an upgrade process • Migrating legacy data in a new implementation • Migrating between CRP, Test and Prod instances • Propagating master reference data

Introduction: Types of Data • Setup Data (Application Object Library (AOL) data) Profiles – Flexfield definitions – • Master Data Items – Customers – • Transaction Data Purchase Orders – Invoices –

Agenda • Introduction • Migration to Oracle – using open interface / API – Migration to Oracle – Oracle Utilities – Migration to Oracle – Third party tools – • Migration from Oracle

Migration to Oracle Supported: - Entering data via the UI - Using Open Interfaces / API’s - Using Oracle data migration utilities Not supported: - Direct manipulation of the data in the database.

Agenda • Introduction • Migration to Oracle – using open interface / API – Migration to Oracle – Oracle Utilities – Migration to Oracle – Third party tools – • Migration from Oracle

Migration to Oracle – using open interface / API Sample usage of open interfaces for conversion purpose: 3 -step process: • Load: Get the data from the flat file into the staging table • Validate: Assess the quality of the data by calculating and evaluating metrics. • Transfer: Insert data into interface table / call APIs with values in staging table Run the conversion programs in the E-Business Suite for security / accessability / traceability.

Migration to Oracle – using open interface / API Load program: generic shell script taking name of SQL*Loader control file as parameter. Validate program: 1 per interface. Transfer program: 1 per interface. SQL*Loader API’s Staging tables Core tables

Agenda • Introduction • Migration to Oracle – using open interface / API – Migration to Oracle – Oracle Utilities – Migration to Oracle – Third party tools – • Migration from Oracle

Migration to Oracle – Oracle Utilities FNDLOAD Usage: OA Instance Setup Extract • • • Master Import OA Instance Transactional Moves OA data between database and text file representations. Can be modified with any editor Use to synchronize databases during new installations or maintenance. Good for moving data between test and prod instances, e. g. in upgrade projects. Command-line based tool, requires technically skilled personell to execute No cost, well documented.

Migration to Oracle – Oracle Utilities FNDLOAD An example of downloading is: FNDLOAD apps/apps@devdb 0 Y DOWNLOAD testcfg. lct out. ldt FND_APPLICATION_TL APPSNAME=FND An example of uploading is: FNDLOAD apps/apps@custdb 0 Y UPLOAD fndapp. lct fnd 1234. ldt – Oracle Applications System Administrator’s Guide, Appendix C

Migration to Oracle – Oracle Utilities i. Setup Usage: OA Instance Setup Extract i. Setup. oracle. com Master Import OA Instance Transactional Central instance Target instance i. Setup Configurator • • i. Setup Migrator i. Setup Reporter Load original configuration multiple times Load modified configuration Load extract Load subset of extract

Migration to Oracle – Oracle Utilities i. Setup Typical scenario: 1. Configurator -> CRP 2. Migrator -> Systemtest 3. Migrator -> Production - Complete or partial collection of data Copy data within the same instance (e. g. from one OU to another) http: //isetup. oracle. com, Oracle i. Setup User Guide

Migration to Oracle – Oracle Utilities ADI Usage: Anything Setup Extract • • • Master Import OA Instance Transactional ADI is a spreadsheet-based extension of Oracle Applications. Limited to GL and FA data Import Text File feature to simplify work with Oracle Assets. (Assets and physical inventory). Applications Desktop Integrator User’s Guide

Agenda • Introduction • Migration to Oracle – using open interface / API – Migration to Oracle – Oracle Utilities – Migration to Oracle – Third party tools – • Migration from Oracle

Migration to Oracle – Third party tools Data. Load Classic Usage: Anything Setup Extract • • • Master Import OA Instance Transactional Automated loading using copy & paste If there is a form for it, Data. Load can insert data into it Freeware, no support Quick and easy Not suitable for large volume loads, ‘out of sync’ problem. http: //www. dataload. net/

Migration to Oracle – Third party tools Data. Load Professional Usage: Anything OA Instance Setup Extract • • • Master Import Transactional Automated secure loading Fast because load is processed on the middle tier Inexpensive Requires some technical skills Suitable for medium volumes Rerun load multiple times in test environment until 100% successful. http: //www. dataload. net/

Migration to Oracle – Third party tools Mercury Win. Runner Usage: Anything OA Instance Setup Extract • • • Master Import Transactional A testing tool, but has functionality that makes it suitable for automating data load Work similarly to Data. Load Classic, but more reliable. Records keystrokes and creates playback script for you. Expensive If you have it for testing, might as well use it for migration too. http: //www. mercury. com/us/products/quality-center/functional-testing/winrunner/

Migration to Oracle – Third party tools Mercury Object Migrator Usage: OA Instance Setup Extract • • Master Import Transactional Utilizes FNDLOAD Runs as a concurrent program within OA Version control, reporting capabilities, rollback functionality Useful if you have to synchronize lots of instances or require elaborate version control. http: //www. mercury. com/us/products/it-governance-center/changemanagement/extensions/object-migrator. html

Migration to Oracle – Third party tools Various adapters / connectors Usage: Anything Setup Extract Master Import Transactional Insevo (formerly Taviz) Librados i. Way Software • • • Bi-directional connectivity Any application, any platform, any data structure, any message type Reduced risk http: //wwws. sun. com/software/connectors/

Agenda • Introduction • Migration to Oracle – using open interface / API – Migration to Oracle – Oracle Utilities – Migration to Oracle – Third party tools – • Migration from Oracle

Migration from Oracle Make your own customized outbound interfaces using Materialized views - Customizations must be non-invasive - Complete control - Several pitfalls: A change in any column in any table, even if it not selected in the MV definition, will lead to refresh of the MV - Cannot distinguish between inserts and updates of the MV - Triggers work differently on MV’s than regular tables -

Migration from Oracle Business Event System - Most significant events are predefined - Define your own events - Elegant way to trigger workflow activities / custom logic - Non-invasive

Questions? Trond Steensnaes Consultant, Accenture trond. steensnaes@accenture. com Phone: 0047 93011983