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
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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
Manoj Gupta, Product Manager
Kirk Williams, Project Manager
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QUESTIONS ANSWERS
Updates Provided by Jim Lange and Manoj Gupta From ORACLE
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