Introducing Oracle iSetup

Kirk Williams Frontier Consulting, Inc. Senior Oracle Consultant

Presentation Updates Furnished by

Manoj Gupta
Product Director Oracle iSetup Development

Oracle Corporation

Oracle iSetup
Setup Automation and Management of the Oracle e-Business Suite

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Agenda
 Vision and Goals

iSetup Components and Architecture Benefits Release Status Footprint Next Steps Q&A
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Vision

To fully automate the setup of the Oracle E-Business Suite

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Business Goals
 New Implementation  Support initial implementation  Simplify requirements collection  Automate data setup  Management of Setup Data  Automate moving setup parameters from one instance to another  Extend existing data  Keep track of setup data  Generate Setup Reports
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Oracle iSetup Components

 iSetup Configurator  iSetup Migrator  iSetup Reporter

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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
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iSetup Configurator
iSetup.oracle.com
Answer Questionnaire using iSetup Configurator Setup Questionnaire Database
Configuration File

Oracle E-Business Suite, Target Instance

Load API Repository

APIs

Setup Tables

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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

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iSetup Migrator

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iSetup Reporter
 Report on Setup data  Maintain snapshots for later reference  Compare setup data across instances  Compare setup data at different times

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iSetup Reporter
Oracle E-Business Suite, Source Instance
Extract APIs Source Database Instance

Snapshot / Snapshot File/ Configuration/ Configuration File

iSetup Reporter

Setup Reports (HTML and Text)

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iSetup Usage Scenario - I

iSetup Configurator CRP

Original Configuration

System Test

Revised Configuration

Production

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iSetup Usage Scenario - II

iSetup Configurator CRP Refine

Migrate
Original Configuration Migrate using iSetup Migrator System Test

Production

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iSetup Benefits
 New Implementations
   

Proven and consistent setup data Reduced risk to your implementation Reduced time to go-live Reduced ongoing maintenance and support needs

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iSetup Benefits
 Existing Implementations
    

Ease of maintenance Reduced time in administrative tasks Easier expansion of setup parameters Easier to maintain history of setup data Help in resolving system problems

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Release Status
iSetup Configurator In production with R11i.8

iSetup Migrator

Scheduled for R11i.9

iSetup Reporter

Scheduled for R11i.9

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iSetup Footprint
 Financial


General Ledger  Accounts Payable  Accounts Receivable  Fixed Assets  Cash Management  Purchasing

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iSetup Footprint
 Manufacturing

Inventory  Bill of Material  Engineering  WIP  Costing  Order Management  Shipping


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iSetup Footprint
 Human Resources

Human Resources  Payroll



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Application Implementation Method

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iSetup and AIM

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iSetup Integration Strategy

Business Information System Configuration Workflows

Oracle iSetup

A nal yze to A greem en t

R eceip t to Assets

R equ isition to R eceip t I nd irect

Su p plier In vo ice to Paymen t

Ex pen se to Po st

R equ isition to R eceip t D irect

I nsp ect to D isp osition

F o re cast to Pl an

Su p plier R etu rn to Deb it

Tutor Procedures
PR0 128 PR0 128

Si gn al to R epl enish m ent

Cont ract Required ?

YE S Anal yze to Agreem ent

KPI

Manage Manage Su p plier R etu rn Authorize Authorize Non -Production Requ isitions Non -Production Requ isitions Requ isitions to Rep lacem ent Requ isitions
Approvals can be cont rolled using amount or account code.

PR1 180 PR1 180

Issue a Issue a Purchase Purchase Orde rr Orde

PO can be automat ically created from Requisi tion. PO can be creat ed manually.

PR1 182 PR1 182

NO

Create a requisition defining t he non produc tion, service, administrat ive, it ems needed. Requis ition m ay be for Fixed Assets or non cat alog item s or one t ime purchases.

PR0 129 PR0 129

PR0 153 PR0 153

PR1 935 PR1 935

KPI

Authorize Authorize Purchase Purchase Orde rs Orde rs

Distribute Distribute Issue d Issue d Purchase Orders Purchase Orders

Dist ribut e Purchase Order t o Supplier. Dist ribut ion is done via email, fax, m ail or other elect ronic or manual means.

KPI

Recei ve Non Recei ve Non Production Production Go ods & Servi ces Go ods & Servi ces

Goods Accept ed?

YE S

Sup pli er Invoi ce to Payment

Approvals can be cont rolled using amount or ac count code.

The nonproduction goods arrive at t he requisitioner/receivers desk.

NO Sup pli er Return to Debi t Sup pli er Return to Repl acem en t

Business Flows

Automated Test Scripts

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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

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Outsourcing Timeline
Begin iSetup Configuration Load iSetup Configuration

15

17 18 19

Contract Signed

Implementer Selected

Hardware Ready

Apps Installed

Begin Testing

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Loading Multiple Instances

iSetup Configurator CRP

Original Configuration

System Test

Revised Configuration
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Production

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Alternate Approach
iSetup Configurator CRP Refine

Original Configuration Backup

System Test

Production

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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
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Summary
 iSetup Is Not for Every Customer

Situation
 Advantages & Disadvantages of iSetup  Summarize Cost of Implementation or

Migration Option

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Contacts
 Jim Lange, Product Director

E-mail: [email protected] Phone: 425-820-1203

 Manoj Gupta, Product Manager

E-mail: [email protected] Phone: 650-506-5947

 Kirk Williams, Project Manager

E-mail: [email protected] Phone: 832-244-6255

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QUESTIONS ANSWERS

Updates Provided by Jim Lange and Manoj Gupta From ORACLE

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