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UNITING BUSINESS AND TECHNOLOGY. Key Considerations for moving from JD Edwards World to JD Edwards EnterpriseOne . Session ID: 101800 Susan Szymanski, Director of Development/Upgrades, CD Grou p Jeff Amerine, Director of Technology/Managed Services, CD Group. December 4, 2013. Agenda.
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UNITING BUSINESS AND TECHNOLOGY Key Considerations for moving from JD Edwards World to JD Edwards EnterpriseOne Session ID: 101800 Susan Szymanski, Director of Development/Upgrades, CD Group Jeff Amerine, Director of Technology/Managed Services, CD Group December 4, 2013
Agenda • CD Group and Team Overview • Presentation Objectives • Technology Considerations • Big Data • Elimination of Customizations • Development Activities • Leveraging New Functionality • Testing • Training • Reporting • Project Plan Overview • On-Going Support • Q&A
CD Group Overview • U.S. Based, National Presence • Global Project experience • We have been delivering solutions to JD Edwards customers for twenty years • Full Service Project Services companyfocused on JD Edwards customers • Managed Services business focused on delivering operational support to JD Edwards customers • Oracle Platinum Partner • Recognized as the top JD Edwards upgrade partner in 2011 for North America
Our Resources • Profile • Full service covering all disciplines • Over 100 employee based resources • Minimum 10+ years JD Edwards experience • Skills • Project Management • JD Edwards applications • JD Edwards development • JD Edwards technology • Oracle Business Intelligence • Hyperion • Oracle CRM OnDemand • Business Consulting
Presentation Objectives • Provide education/insight into the components of a migration project • Review the perceived pain points • Present options for a successful migration • How to take advantage of new functionality while controlling project scope and cost • Understand how to effectively eliminate modifications in the transition • Discuss the tools which are available for helping your users to make a smooth transition.
On Premise or Hosted? Technology Considerations Hardware Operating System Database Apps Server Portal Browser
EnterpriseOne Topology Considerations Portal Server End UserWeb Client HTML Server LDAP Server Developer / Administrator Windows Client Business Services Server Enterprise Server Deployment Server Transaction Server Database Server
Data Archiving • Constraints to factor when developing an archive and purge strategy. • Legislative and legal requirements regarding data retention • FDA and SOX requirements or other regulatory items that may not allow data to be removed. • Contractual, SLAs with customers and vendors • Application data integrity • When do you archive? • Before or after migration. • Benefits of either method.
Data Migration World A7.3 EnterpriseOne 9.1 Initial Install of EnterpriseOne 9.1 / Web Servers World A7.3 Pre-upgrade Audit Data Dictionary Comparison Create Initial Migration Environment Business Data Copy Target Business Data Copy Source Next Number Synchronization World Software Migration Patch Installed JD Edwards EnterpriseOne 9.1 Conversions Turn Off JD Edwards World A7.3 JD Edwards World Conversions
Elimination of Customizations • Create an inventory of your existing customizations • Modified Base • Copied/modified Base • Custom objects (system code 55 - 59) • Evaluate when the customization was last executed • Review and confirm the business need for each existing modification. • If the customization is to a base object: • Evaluate each custom modification against the E1 functionality • Divide and assigned based on functionality
Development Activities • Reports • Evaluate E1 reporting tools • Interfaces • Evaluate 3rd party integrations • Rearchitect • Data • Repurposed fields • Custom Tables • Enhancements
Leveraging New Functionality • Review of Existing Configuration to Determine Opportunities • Control the level of process change unless there is major benefits. (Consider doing as a second phase) • Identify the functionality that is easy to implement that will not require major process change
Testing • Functional testing • Test scripts • UPK build test scripts • Modification testing • Surface Test • Integration Test • System testing • Volume testing
Training • Training Considerations: • Application training • Development training: • Tools 101 for E1 development • BI Publisher training • Business Services Training • One View Reporting • End User Training • Leverage the use of UPK • Technology Training
Reporting • World Writers and Fasters • No migration tool • Must be rewritten • Leveraging OneView Reporting • Leveraging BI Publisher for forms
Project Plan Overview Example of a migration project plan • Required tasks • Dependencies • Timeline • Resource staffing
On-Going Support The goal is outstanding management of your enterprise system.
UNITING BUSINESS AND TECHNOLOGY • CD Group Contacts: • Susan Szymanski, Director of Development/Upgrades, CD Group • Phone: 303-495-4222 • E-Mail: sszymanski@cdgroup.com • Jeff Amerine, Director of Technology/Managed Services, CD Group • Phone: • E-Mail: jamerine@cdgroup.com