TABLE OF CONTENTS
- What is an upgrade?
- What is a technical upgrade?
- Why do we need to upgrade?
- Why do we need to upgrade now?
- What will the new release specifically offer me?
- How will ISDS help users prepare for the upgrade?
- What training will be required?
- Will responsibilities change?
- Will Discoverer still be our reporting tool?
- Will business processes remain the same?
- When will Release 11i go into Production?
- How will current policies and procedures change in the new release?
- What does the “i” stand for in 11i?
- Will I need to do anything to get access to the new release?
is an upgrade?
A standard system upgrade involves the movement from the current version of the applications to the latest available version at the time of the upgrade. The upgrade to version 11i of the Oracle software, however, goes beyond the standard upgrade. In addition to moving to a different version of the applications, this upgrade involves a new tool set used to build the applications and support customizations and reports, and a new database. There are new features in how the applications look, in basic navigation, in how and where data is entered and stored, and in how the applications integrate with each other. 11i is a logical, evolutionary upgrade from the 11.0.3 version of the Oracle applications currently in use at U.Va. The new functionality and the improved user interface of release 11i will provide users with a more advanced tool to do their jobs.
is a technical upgrade?
A technical upgrade means scoping the work required to get on the new technology platforms and mirror the current environment as closely as possible. Some new features come automatically with the technical upgrade. This approach allows the institution to stabilize the new configuration prior to evaluating and introducing new functionality. It also allows the upgrade to proceed with minimal disruption to the user community and minimal retraining.
- One of the main reasons the University deployed an integrated system was to be able to take advantage of periodic upgrades that allow it to stay current with technology, functionality, and best business practices. There are a number of improvements that we anticipated with version 11i, most significantly easier navigation.
- Long-term opportunities to use major new functionality
- Required for continued support from Oracle
- As newer versions of the software become available, it is more difficult to get adequate support from Oracle.
- Version 11i offered technology and functionality we wanted with the initial implementation, but the software was not yet mature. It is now sufficiently stabilized "bugs."
- Version 11i will be required for the University to implement more self-service and other new features.
will the new release specifically offer me?
An overview of the new features that come with the technical upgrade to release 11i can be viewed on the New Features web site. Of greatest impact on users will be:
- Personal homepage
- Web-like features
- Better help and error messages
- Cancellation of long-running queries
- Automatic retry of Document Manager errors
- Purchase order copying
- Search forwarded documents based on document number
- Drill down from award management to award budget forms
- Installment closeout notification
- Mass employee assignment update
- Earnings policy button on assignment
- Find and update a set of applicant assignments as a group
- Position copy
- Mass move to reorganize positions and the people assigned to them
- Mass position update
- Position date tracking
- Organization and position hierarchy diagramme
- Summary of adjustments by batch name
- Distribution adjustment by assignment
- Standard reports for payroll encumbrances
- Schedule lines sorted most recent on top
- Pro-rata calculation of encumbrances
- Rerunnable depreciation
- Drilldown to details in PO, AP, AR, Fixed Assets, Inventory, and Grants Management
Intend to support MacIntosh support OS 10 and higher (this may become a post-technical upgrade if it is deemed too complex for the technical upgrade)
will the Integrated System Deployment & Support
team help users prepare for the upgrade?
Making sure that users' concerns are addressed and that users will be fully prepared for the new release are primary goals of the ISDS team and central offices during this upgrade. Many techniques will be employed to ensure that these goals are met. They include:
- Members of the user community who participate on the system task forces will be consulted throughout the upgrade.
- An 11i web site will contain current information on the upgrade.
- Demos and a User Fair will familiarize users with the features of the upgrade.
- Closer to the May 3rd go live date, the Division of Training will be offering short training classes and other means of knowledge transfer to prepare users for the upgrade.
- Special sessions will be held to assist in converting Discoverer report.
- LSPs are involved in evaluating users' desktop needs and will assist in addressing them.
training will be required?
Training requirements have not yet been determined. Everyone will want to receive navigation training, probably a 2 hours session. We anticipate also offering high level functional workshops by application, e.g. general ledger, grants management, human resources, time management. Where changes are more significant, e.g. labor distribution, there will be more training required. There will be a cutover time when 11.0.3 training will be offered with 11i training. Then 11.0.3 training will cease.
Discoverer still be our reporting tool?
Yes, we will still be using Discoverer for reports, although we will be on a more current version. We will move from version 3.1, which is not supported in the 11i environment, to version 4.1.
will Release 11i go into Production?
The go-live for the upgrade is scheduled for May 3, 2004. View the 11i Upgrade Timeline web site for milestones.
will current policies and procedures change in the new
It is not expected that current policies and procedures will change dramatically in the new release. 11i is a logical, evolutionary step forward from the current release. Of course, as new functions are introduced and current processes are streamlined in the new release, revised or new policies may be required. More information will be provided on any changes to policies and procedures should they become necessary.
does the "i" stand for in 11i? And for that
matter, what does the 11 mean?
The "i" in Oracle 11i stands for Internet enabled. Oracle touts its product as, "...the only end-to-end business application that runs entirely on the Internet, supporting e-business across customer relationship management, business-to-business, financials, projects, human resources, and business intelligence functions."
As for the "11," like many software companies, Oracle uses a numbering scheme to denote the release version of its products. When smaller changes are made to a release, often a "HRD&T" release is made - i.e. 11.0.3. When large changes to code are made in the main releases, a "point" release is sometimes added, i.e. 11.5. As smaller changes are made to this release, HRD&Ts are added, e.g. 11.5.x.
The newer 11i release that we are planning to upgrade to is also known as 11.5. We are implementing version 11.5.9. Eventually, we will likely go to a Release 12 of the Oracle Applications.
I need to do anything to get access to the new release?
The upgrade to release 11i will not affect your current access to the system. Your Username, Password, and all Responsibilities will remain virtually the same . There may be required training in some areas. This has not yet been determined, but will be communicated once a decision is made. A new j-Initiator will also be required. Instructions will be provided, or your LSP can assist you.
Central: New production servers have been purchased and installed, providing approximately twice the power of the old servers.
Departmental workstations: See Desktop Requirements.