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Oracle Applications Release11i (11.5.8)


Upgrade Assistant Spreadsheet
The 11i Upgrade Assistant Spreadsheet is a tool that assists you in planning an Oracle Applications upgrade to Release 11i. This
spreadsheet is to be used in conjunction with the Upgrading Oracle Applications, Release 11i manual. When performing a test upgrade
of your current system, use this spreadsheet to enter the start and end times of any upgrade step. The total time for the step as
well as the total time for the upgrade and the time for the critical system downtime are automatically calculated. The timing statistics
gathered for the test upgrade can be used as a benchmark for subsequent test upgrades and the production upgrade.

All estimated and actual time calculations are carried over to this Main page. The Estimated Time represents the time of the current
upgrade while the Actual Time represents the benchmark from a prior or test upgrade. The time represents total end-to-end time.
In some cases multiple resources can perform tasks in parallel. The timing calculations of the spreadsheet do not take into account
steps that are performed in parallel. The time for AutoUpgrade represents the total running time of AutoUpgrade.

Click on the Main Menu button at the top of this page to access the Main Menu dialog box. Within this dialog box select the category,
product family, and release you are upgrading from to see the list of upgrade steps pertinent to your upgrade. You can return to the Main
page from any page by clicking on the To Main Page button in the upper left corner.

For detailed instructions on how to use this spreadsheet, click on the readme button in the upper right corner of this page.

Always check OracleMetaLink for the most up-to-date information.

Time by Category
Estimated Time Actual Time
h:mm h:mm
Category 1 0:00 0:00 Critical System Downtime Total Upgrade Time
Category 2 0:00 0:00 Estimated Time Actual Time Estimated Time Actual Time
Category 3 0:00 0:00 h:mm h:mm h:mm h:mm
AutoUpgrade 0:00 0:00 0:00 0:00 0:00 0:00
AutoPatch 0:00 0:00
Category 4 0:00 0:00
Category 5 0:00 0:00
Category 6 0:00 0:00
Finishing 0:00 0:00
Custom 0:00 0:00

AutoUpgrade
Downtime 0:00 0:00

Page 1
Category 1 - Before You Receive the Software

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"X" Products Category 1 Steps Upgrade from Start Time End Time Total Time Actual Time Performed Notes
Before You Receive the Software Release Format = MM/DD/YY h:mm (24 hour format) from Test Upg by
Database Upgrade Steps
Database Upgrade Tasks
Step 1 Back up the Oracle Applications database (recommended)
10.7, 11.0 0:00
Step 2 Set up profile options (required) 10.7, 11.0 0:00
Step 3 Maintain multilingual tables (conditionally required) 10.7, 11.0 0:00
Step 4 Verify operating system login (required) 10.7, 11.0 0:00
Rename custom database objects with Applications
Step 5
prefixes (conditionally required) 10.7, 11.0 0:00
Migrate or upgrade to Oracle8i Enterprise Edition
Step 6
(conditionally required) 10.7, 11.0 0:00
Back up Oracle Applications and customizations
Step 7
(conditionally required) 10.7, 11.0 0:00
Applications Technology Products
System Administration Tasks
Determine attachment file upload directory (conditionally
Step 1
required) 10.7, 11.0 0:00
Step 2 Preserve the CUSTOM library (recommended) 10.7, 11.0 0:00
Application Object Library Tasks
Transition custom forms to Oracle Forms Developer 6i
Step 1
(conditionally required) 10.7, 11.0 0:00
Oracle Alert Tasks
Run the Purge Alert and Action Set Checks alert
Step 1
(recommended) 10.7, 11.0 0:00
Financials Product Family
Oracle Cash Management Tasks
Back up custom Reconciliation Open Interface objects
Step 1
(conditionally required) 10.7, 11.0 0:00
Oracle Payables Tasks
Step 1 Complete outstanding payment batches (required)
10.7, 11.0 0:00
Oracle Projects Tasks
Complete transfer and tieback of cost, revenue, and
Step 1
invoices (required) 10.7, 11.0 0:00
Step 2 Clear Transaction Interface table (conditionally required)
10.7, 11.0 0:00
Transfer asset lines and post mass additions (conditionally
Step 3
required) 10.7, 11.0 0:00
Upgrade to the new summarization model (conditionally
Step 4
required) 10.7 0:00
Oracle Receivables Tasks
Step 1 Rename custom tax structure (conditionally required) 10.7, 11.0 0:00
Save custom tax vendor extension views (conditionally
Step 2
required) 10.7, 11.0 0:00
Verify realized gains, realized losses, and rounding
Step 3
accounts (conditionally required) 10.7, 11.0 0:00
Step 4 Migrate customers as persons (conditionally required) 10.7, 11.0 0:00
Globalization Product Family
Latin America Localizations Tasks
Step 1 Import outstanding bank collection documents (required) 11.0 0:00
Restore all archived technical appraisals and adjustments
Step 2
(recommended) 11.0 0:00
Step 3 Print all completed transactions (required) 10.7, 11.0 0:00
HRMS Product Family
Oracle Human Resources Tasks
Update custom code that references obsolete synonyms
Step 1
(conditionally required) 10.7 0:00
Update custom reports that reference HRV_ and OTV_
Step 2
(conditionally required) 10.7, 11.0 0:00
Note location of custom script for Salary Proposal view
Step 3
(conditionally required) 10.7 0:00
Step 4 Update custom code for positions (conditionally required)
10.7, 11.0 0:00
Update user-defined FastFormula definitions (conditionally
Step 5
required) 10.7, 11.0 0:00
Step 6 Update Vertex geocodes data (conditionally required) 10.7, 11.0 0:00
Oracle Payroll (U.S.) Tasks
Update custom code for U.S. tax information (W4)
Step 1
changes (conditionally required) 10.7 0:00
Step 2 Complete all Multiple Worksite reporting (required) 10.7, 11.0 0:00
Manufacturing and Distribution Product Family
Oracle Inventory/Cost Management/Work in Process Tasks
Close discrete jobs and purge unneeded data – WIP
Step 1
(recommended) 10.7, 11.0 0:00
Public Sector
Oracle Labor Distribution Tasks
Ensure that transactions are summarized and transferred
Step 1 10.7, 11.0
(required) 0:00
10.7, 11.0 SubTotal DB Steps 0:00 0:00 0 Total
10.7, 11.0 SubTotal ATG Steps 0:00 0:00 0 minutes to hour
10.7, 11.0 SubTotal Financials Steps 0:00 0:00 add h to hours
10.7, 11.0 SubTotal Globalizations Steps 0:00 0:00 0 convert to time
10.7, 11.0 SubTotal HRMS Steps 0:00 0:00 0 0:00 Public Sector
10.7, 11.0 SubTotal Manufacturing Steps 0:00 0:00
10.7, 11.0 SubTotal Public Sector Steps 0:00 0:00

Page 2 of 20 10/17/2008 23:31:44


Category 2 - After You Receive the Software

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"X" Products Category 2 Steps Upgrade from Start Time End Time Total Time Actual Time Performed Notes
After You Receive the Software Release Format = MM/DD/YY h:mm (24 hour format) from Test Upg by
Environment Preparation Tasks
Step 1 Run Rapid Install (required) 10.7, 11.0 0:00
Export environment variables and add custom settings
Step 2
(required) 10.7, 11.0 0:00
Step 3 Apply family consolidated upgrade patches (required) 10.7, 11.0 0:00
Database Upgrade Steps
Database Upgrade Tasks
Step 1 Validate APPS schema(s) (recommended) 10.7, 11.0 0:00
Step 2 Set up tablespaces (conditionally required) 10.7, 11.0 0:00
Step 3 Verify custom index privileges (conditionally required) 10.7, 11.0 0:00
Applications Technology Products
Oracle System Administration Tasks
Restrict access to administration directory all servers
Step 1
except database (recommended) 10.7, 11.0 0:00
Step 2 Purge old concurrent requests (recommended) 10.7, 11.0 0:00
Oracle FlexBuilder/Account Generator Tasks
Indicate use of FlexBuilder process for Account Generator
Step 1
(conditionally required) 10.7 0:00
Financials Product Family
Oracle General Ledger Tasks
Step 1 Review daily rates (conditionally required) 10.7 0:00
Revise custom programs that automatically load daily rates
Step 2
(conditionally required) 10.7 0:00
Global Accounting Engine Tasks
Step 1 Update accounting data model (required)
11.0 0:00
Step 2 Ensure that transactions are translated (required) 10.7, 11.0 0:00
Step 3 Calculate balances (conditionally required) 10.7 0:00
Step 4 Close all accounting periods (required) 10.7, 11.0 0:00
Oracle Payables Tasks
Update supplier and supplier site bank data for multiple
Step 1
supplier banks (conditionally required) 10.7 0:00
Choose payment method for future dated payments
Step 2
(conditionally required) 10.7, 11.0 0:00
Step 3 Enable recoverable tax option (conditionally required) 10.7, 11.0 0:00
Oracle Projects Tasks
Correct the week ending date and month ending date for
Step 1
MLS (required) 10.7, 11.0 0:00
Correct excess revenue amounts data for hard limit funded
Step 2
agreements (conditionally required) 10.7, 11.0 0:00
Correct excess revenue accrued for non-adjusting negative
Step 3
amount expenditure items (conditionally required)
10.7, 11.0 0:00
Step 4 Correct credit memo invoice dates (conditionally required)
10.7, 11.0 0:00
Correct bill amount data stored on revenue distributions
Step 5
(conditionally required) 10.7, 11.0 0:00
Correct billing hold data on reversing items (conditionally
Step 6
required) 10.7, 11.0 0:00
Step 7 Correct billable flag data for reversing items (required)
10.7, 11.0 0:00
Step 8 Run data fix scripts (conditionally required) 10.7 0:00
Oracle Receivables Tasks
Step 1 Reconcile Receivables tax transactions (required) 10.7, 11.0 0:00
Globalization Product Family
Asia/Pacific Localizations Tasks
Record truncated lookup codes or renamed meanings in
Step 1
custom modules (recommended) 10.7, 11.0 0:00
Move government uniform invoice information for each
Step 2
organization (required) 10.7, 11.0 0:00
Move customer uniform numbers and tax registration
Step 3
numbers (recommended) 10.7, 11.0 0:00
Move supplier uniform numbers and tax registration
Step 4
numbers (recommended) 10.7, 11.0 0:00
Step 5 Record uniform numbers for your company (recommended)
10.7, 11.0 0:00
Step 6 Record Canadian tax setup (conditionally required)
10.7, 11.0 0:00
Step 7 Print tax rebate and rule listings (recommended) 10.7, 11.0 0:00
European Localizations Tasks
Update Swedish EFT payment format information
Step 1
(required) 11.0 0:00
Step 2 Pay Danish EFT invoices (conditionally required) 10.7, 11.0 0:00
Latin America Localizations Tasks
Step 1 Upgrade Brazilian subledgers data structure (required)
11.0 0:00
Identify and correct duplicate rows in JL_BR_LOOKUPS
Step 2
(required) 10.7, 11.0 0:00
HRMS Product Family
Oracle Human Resources Tasks
Step 1 Update taskflow definitions (conditionally required) 10.7, 11.0 0:00
Manufacturing and Distribution Product Family
Oracle Inventory/Cost Management/Work in Process Tasks
Step 1 Purge unwanted transaction history - INV (recommended) 10.7, 11.0 0:00
Oracle Order Management Tasks
Step 1 Run Order Import program (required) 10.7, 11.0 0:00
Step 2 Run Order Entry Interface programs (required) 10.7, 11.0 0:00
Step 3 Close eligible orders (required) 10.7, 11.0 0:00

Page 3 of 20 10/17/2008 23:31:45


Category 2 - After You Receive the Software

Run Auto-create Installed Base program for Services


Step 4
(required) 10.7, 11.0 0:00
Step 5 Make sure orders are in a supported status (required) 10.7, 11.0 0:00
Close open pick slips/picking batches or open
Step 6
deliveries/departures (required) 10.7, 11.0 0:00
Step 7 Run the Shipping Interface programs (required) 10.7, 11.0 0:00
Step 8 Review Item Validation Org settings (required)
10.7, 11.0 0:00
Step 9 Validate inventory organization data (required) 10.7, 11.0 0:00
Step 10 Review cycles that may not be upgraded (required)
10.7, 11.0 0:00
Step 11 Selectively upgrade active transactions (recommended) 10.7, 11.0 0:00
Oracle Purchasing Tasks
Step 1 Clear open interface tables (required) 10.7, 11.0 0:00
Public Sector
Oracle Labor Distribution Tasks
Step 1 Drop obsolete seed data (required) 10.7, 11.0 0:00
10.7, 11.0 SubTotal Environment & DB Steps 0:00 0:00
10.7, 11.0 SubTotal ATG Steps 0:00 0:00
10.7, 11.0 SubTotal Financials Steps 0:00 0:00
10.7, 11.0 SubTotal Globalizations Steps 0:00 0:00
10.7, 11.0 SubTotal HRMS Steps 0:00 0:00
10.7, 11.0 SubTotal Manufacturing Steps 0:00 0:00
SubTotal Public Sector Steps 0:00 0:00

Page 4 of 20 10/17/2008 23:31:47


Category 3 - Performing the Upgrade

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"X" Products Category 3 Stpes Upgrade from Start Time End Time Total Time Actual Time Performed Notes
Performing the Upgrade Release Format = MM/DD/YY h:mm (24 hour format) from Test Upg by
Applications Technology Products
Oracle Alert Tasks
Drop event alert triggers in custom schemas (conditionally
Step 1 10.7, 11.0
required) 0:00
Oracle Common Modules Task
Fix invalid AK data in non-Global Demo databases
Step 1
(conditionally required) 10.7, 11.0 0:00
Oracle Workflow Tasks
Update protection and customization levels of seeded item
Step 1 10.7, 11.0
types (recommended) 0:00
System Administration Tasks (Performed after all product specific Category 3 steps and before the Category 3 database steps)
Identify potential ORACLE schema conflicts (conditionally
Step 1 10.7, 11.0
required) 0:00
Step 2 Enable SYSADMIN user and password (required) 10.7, 11.0 0:00
Financials Product Family
Oracle Payables Tasks
Step 1 Determine exchange rates (MRC) (conditionally required) 11.0 0:00
Import and purge Payables Open Interface invoices
Step 2 11.0
(required) 0:00
Import and purge Invoice Import Interface expense reports
Step 3 10.7, 11.0
and invoices (required) 0:00
Step 4 Transfer all data to General Ledger (required) 10.7, 11.0 0:00
Calculate space requirements for new accounting tables
Step 5 10.7, 11.0
(recommended) 0:00
Oracle Projects Tasks
Submit and obtain approval for all timecards entered in
Step 1 10.7, 11.0
PTE or Project Time and Expense (conditionally required) 0:00
Correct excess revenue accrued for negative amount
Step 2 10.7
events (conditionally required) 0:00
Back up custom client extension packages and views
Step 3 10.7, 11.0
(conditionally required) 0:00
Oracle Receivables Tasks
Diagnose and correct pre-existing database problems
Step 1 10.7, 11.0
(recommended) 0:00
Globalization Product Family
Regional Localizations Tasks
Partition EFT system formats information by operating unit
Step 1 10.7
(conditionally required) 0:00
HRMS Product Family
Oracle Payroll (U.S.) Tasks
Step 1 Remove triggers specific to PayMIX (required)
10.7, 11.0 0:00
Manufacturing and Distribution Product Family
Oracle Inventory/Cost Management/Work in Process Tasks
Complete physical inventories in process - INV
Step 1 10.7, 11.0
(recommended) 0:00
Process data in temporary and interface tables - INV
Step 2 10.7, 11.0
(required) 0:00
Verify that no uncosted transactions exist - Standard and
Step 3 10.7, 11.0
Average Costing (required) 0:00
Step 4 Run inventory valuation reports - INV (recommended) 10.7, 11.0 0:00
Run WIP Value report- Standard and Average Costing
Step 5 10.7, 11.0
(recommended) 0:00
Close all accounting periods - Standard and Average
Step 6 10.7, 11.0
Costing (required) 0:00
Oracle Order Management Tasks
Step 1 Repeat Category 2 steps 1 – 10 (conditionally required) 10.7, 11.0 0:00
Oracle Purchasing Tasks
Step 1 Modify default MRP profile options (conditionally required) 10.7
0:00
Public Sector
Oracle Grants Accounting Tasks
Step 1 Run costing and funds check procedures (required) 10.7, 11.0
0:00
Step 2 Run the update awards summary (required) 10.7, 11.0
0:00
Oracle U.S. Federal Financials Tasks
Step 2 Drop obsolete objects (required) 10.7, 11.0 0:00
Database Upgrade Steps
Database Upgrade Tasks
Shut down applications listeners and concurrent managers
Step 1 10.7, 11.0
(required) 0:00
Migrate or upgrade to Oracle8i Enterprise Edition
Step 2 10.7, 11.0
(required) 0:00
Step 3 Set up Net8 - database server (conditionally required) 10.7, 11.0 0:00
Step 4 Run preparatory scripts - database server (required) 10.7, 11.0
0:00
Step 5 Run preparatory scripts – admin server (required) 10.7, 11.0 0:00
Step 6 Gather database statistics for CBO (required) 10.7, 11.0 0:00
Step 7 Gather database information (recommended) 10.7, 11.0 0:00
Step 8 Check SQL*Plus options (required) 10.7, 11.0 0:00
Step 9 Verify rollback segment sizing (required) 10.7, 11.0 0:00
Turn off automatic archive logging and Replication
Step 10 10.7, 11.0
(required) 0:00
Disable custom triggers, constraints, and indexes
Step 11 10.7, 11.0
(conditionally required) 0:00
Step 12 Install XML Parser for PL/SQL (required) 10.7, 11.0 0:00
Step 13 Back up the Oracle Applications (recommended) 10.7, 11.0 0:00
Complete upgrade steps for NLS databases (conditionally
Step 14 10.7, 11.0
required) 0:00
10.7, 11.0 SubTotal DB Steps 0:00 0:00

Page 5 of 20 10/17/2008 23:31:49


Category 3 - Performing the Upgrade

10.7, 11.0 SubTotal ATG Steps 0:00 0:00


10.7, 11.0 SubTotal Financials Steps 0:00 0:00
10.7, 11.0 SubTotal Globalizations Steps 0:00 0:00
10.7, 11.0 SubTotal HRMS Steps 0:00 0:00
10.7, 11.0 SubTotal Manufacturing Steps 0:00 0:00
10.7, 11.0 SubTotal Public Sector Steps 0:00 0:00

Page 6 of 20 10/17/2008 23:31:50


AutoUpgrade

AutoUpgrade Start Time End Time Total Time Actual Time Performed by Notes
Runtime and Downtime Format = MM/DD/YY h:mm (24 hour format) from Test Upg
AutoUpgrade

Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
Runtime 0:00
Downtime 0:00
SubTotal AutoUpgrade Runtime 0:00 0:00
SubTotal AutoUpgrade Downtime 0:00 0:00

Page 7 of 20 10/17/2008 23:31:52


AutoPatch - Update-related Steps

Products Update-related Tasks Start Time End Time Total Time Actual Time Performed by Notes
Format = MM/DD/YY h:mm (24 hour format) from Test Upg
Enter Your Patch-related Steps Here:

Step 1 Apply AD mini-pack (required) 0:00


Update database to current Applications release level
Step 2
(required) 0:00
Step 3 Install NLS translated software (conditionally required) 0:00
Step 4 Update installed and licensed products (required) 0:00
Step 5 Install online help (conditionally required) 0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
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0:00
0:00
0:00
0:00
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0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
0:00
SubTotal AutoPatch Steps 0:00 0:00

Page 8 of 20 10/17/200823:31:54
Category 4 - Before Using Oracle Applications

"X" Products Category 4 Steps Upgrade from Start Time End Time Total Time Actual Time Performed Notes
Before Using Oracle Applications Release Format = MM/DD/YY h:mm (24 hour format) from Test Upg by
Environment Preparation Steps
Environment Preparation Tasks
Run Rapid Install to configure and start server processes
Step 1 10.7, 11.0
(required) 0:00
Configure Applications client software (conditionally
Step 2 10.7, 11.0
required) 0:00
Step 3 Reapply customizations (conditionally required) 10.7, 11.0 0:00
Database Upgrade Steps
Database Upgrade Tasks
Step 1 Reset ORACLE schema passwords (recommended) 10.7, 11.0
0:00
Step 2 Gather database statistics for CBO (required) 10.7, 11.0 0:00
Step 3 Set rollback segments for normal use (required) 10.7, 11.0 0:00
Step 4 Validate and compile APPS schema(s) (required) 10.7, 11.0 0:00
Integrate custom objects and schemas (conditionally
Step 5 10.7, 11.0
required) 0:00
Re-enable custom triggers, constraints, and indexes
Step 6 10.7, 11.0
(conditionally required) 0:00
Step 7 Back up Oracle Applications (recommended) 10.7, 11.0 0:00
Upgrading Multiple Reporting Currencies (MRC)
Multiple Reporting Currencies Tasks
Step 1 Maintain MRC schema(s) (conditionally required) 11.0 0:00
Step 2 Verify your MRC installation (conditionally required) 11.0 0:00
Applications Technology Products
System Administration Tasks
Step 1 Fix flexfields cross-validation rules (required) 10.7
0:00
Step 2 Set profile options (required) 10.7, 11.0 0:00
Convert flexfield Date and DateTime value sets
Step 3 10.7, 11.0
(recommended) 0:00
Step 4 Upgrade flexfield date and number data (required) 10.7, 11.0
0:00
Set up electronic mail for use by concurrent managers
Step 5 10.7, 11.0
(required) 0:00
Reconnect spawned concurrent programs (conditionally
Step 6 10.7, 11.0
required) 0:00
Update/verify custom responsibilities (conditionally
Step 7 10.7
required) 0:00
Copy and re-customize previously modified scripts or
Step 8 10.7, 11.0
reports (conditionally required) 0:00
Step 9 Migrate the CUSTOM library (recommended) 10.7, 11.0 0:00
Step 10 Copy existing custom start scripts (conditionally required) 10.7, 11.0
0:00
Step 11 Restrict access to concurrent processing servers (required) 10.7, 11.0
0:00
Step 12 Load attachment files into database (conditionally required) 10.7, 11.0
0:00
Oracle FlexBuilder/Account Generator Tasks
Step 1 Complete installation steps for Oracle Workflow (required) 10.7
0:00
Complete installation steps for Oracle Workflow Builder
Step 2 10.7
(conditionally required) 0:00
Step 3 Update Account Generator process (conditionally required) 10.7
0:00
Associate FlexBuilder rules for Accounting Flexfield
Step 4 10.7
structure and Workflow item type (conditionally required) 0:00
Globalization Product Family
Asia/Pacific Localizatioins Tasks
Modify truncated lookup codes or renamed meanings in
Step 1 10.7, 11.0
custom modules (recommended) 0:00
Regional Localizations Tasks
Upgrade descriptive flexfield dates to use the new AOL
Step 1 10.7
date validation (conditionally required) 0:00
Public Sector
Oracle Grants Accounting Tasks
Step 1 Run migration driver (required) 10.7, 11.0 0:00
Environment Verification Steps
Step 1 Verify application server DAD (required)
11.0 0:00
10.7, 11.0 SubTotal DB, MRC, & Env. Steps 0:00 0:00
10.7, 11.0 SubTotal ATG Steps 0:00 0:00
10.7, 11.0 SubTotal Globalizations Steps 0:00 0:00
10.7, 11.0 SubTotal Public Sector Steps 0:00 0:00
10.7, 11.0

Page 9 of 20 10/17/2008 23:31:55


Category 5 - Before Using Your Products

"X" Products Category 5 Steps Upgrade from Start Time End Time Total Time Actual Time Performed Notes
Before Using Your Products Release Format = MM/DD/YY h:mm (24 hour format) from Test Upg by
All Product Families
Implementation and Set Up Tasks
Step 1 Review product-specific documentation (required) 10.7, 11.0 0:00
Financials Product Family
Oracle General Ledger Tasks
Step 1 Migrate conflicting daily rates (conditionally required) 10.7
0:00
Global Accounting Engine Tasks
Step 1 Migrate existing date and non-integer data (required) 10.7, 11.0
0:00
Step 2 Populate tax information for accounting lines (required) 10.7, 11.0 0:00
Oracle Payables Tasks
Step 1 Remodify payment formats (conditionally required) 10.7
0:00
Step 2 Set up prepayment payment terms (recommended) 10.7, 11.0 0:00
Oracle Projects Tasks
Review organization hierarchies and uses of organizations
Step 1 10.7
(required) 0:00
Step 2 Update project status values (required) 10.7
0:00
Update customized billing extensions (conditionally
Step 3 10.7
required) 0:00
Review and update billing cycle names (conditionally
Step 4 10.7
required) 0:00
Convert custom overtime calculation program to PL/SQL
Step 5 10.7
(conditionally required) 0:00
Populate billing title for employee assignments
Step 6 10.7
(conditionally required) 0:00
Step 7 Set up the invoice rounding account (conditionally required) 10.7, 11.0
0:00
Add new parameters to custom invoice-related client
Step 8 11.0
extensions (conditionally required) 0:00
Add new parameters to custom transaction control
Step 9 10.7, 11.0
extension (conditionally required) 0:00
Add new currencies and non-recoverable tax amounts to
Step 10 10.7, 11.0
commitment views (conditionally required) 0:00
Update custom code that populates the Transaction
Step 11 10.7, 11.0
Interface table (conditionally required) 0:00
Reinstall customized client extension packages and views
Step 12 10.7, 11.0
(conditionally required) 0:00
Correct FIFO marking of expenditure items (conditionally
Step 13 10.7, 11.0
required) 0:00
Oracle Receivables Tasks
Create indexes on transaction flexfield columns
Step 1 10.7, 11.0
(conditionally required) 0:00
Recreate custom tax vendor extension views (conditionally
Step 2 10.7, 11.0
required) 0:00
Update tax vendor descriptive flexfield information
Step 3 10.7, 11.0
(required) 0:00
Step 4 Create contexts and segments for new flexfields (required) 10.7, 11.0
0:00
Globalization Product Family
Regional Localizations Tasks
Update customized menus that use JG submenus
Step 1 10.7, 11.0
(conditionally required) 0:00
Asia/Pacific Localizations Tasks
Correct existing data before reporting tax information
Step 1 10.7, 11.0
(required) 0:00
European Localizations Tasks
Update customized menus that use JE submenus
Step 1 10.7, 11.0
(conditionally required) 0:00
Latin America Localizations Tasks
Step 1 Create new lookup codes (conditionally required) 10.7, 11.0
0:00
Step 2 Set tax system options (conditionally required) 10.7 0:00
Step 3 Update sales orders and invoices (conditionally required) 10.7 0:00
Step 4 Add warehouse name information (conditionally required) 10.7, 11.0 0:00
Associate tax information for each inventory organization
Step 5 11.0
location (conditionally required) 0:00
Associate tax groups and tax categories (conditionally
Step 6 11.0
required) 0:00
Cancel and re-enter all unapproved and unposted invoices
Step 7 11.0
(conditionally required) 0:00
Archive restored technical appraisals (conditionally
Step 8 11.0
required) 0:00
HRMS Product Family
Oracle Human Resources/Payroll Tasks (U.S., U.K., and Japan)
Run the exchange rate migration script (conditionally
Step 1 10.7, 11.0
required) 0:00
Associate a set of books with your organizational payment
Step 2 10.7, 11.0
method (conditionally required) 0:00
Manufacturing and Distribution Product Family
Oracle Inventory/Cost Management/Work in Process Tasks
Review and correct organization default accounts - INV
Step 1 10.7, 11.0
(recommended) 0:00
Verify totals in inventory valuation reports - INV
Step 2 10.7, 11.0
(recommended) 0:00
Step 3 Verify balances in WIP Value reports (recommended) 10.7, 11.0 0:00
Define default material subelement - Average Costing
Step 4 10.7, 11.0
(conditionally required) 0:00
Define Average Rates cost type - Average Costing
Step 5 10.7, 11.0
(conditionally required) 0:00
Oracle Master Scheduling/MRP and Supply Chain Planning Tasks

Page 10 of 20 10/17/2008 23:31:57


Category 5 - Before Using Your Products

Define sales orders history cutoff date (conditionally


Step 1 10.7, 11.0
required) 0:00
Step 2 Start the Planning Manager (required) 10.7, 11.0 0:00
Oracle Order Management Tasks
Set up responsibilities for order creation/manipulation
Step 1 10.7, 11.0
(required) 0:00
Step 2 Review upgraded transaction types (required) 10.7, 11.0
0:00
Step 3 Set up processing constraints (required) 10.7, 11.0
0:00
Step 4 Set up flexfield definitions (required) 10.7, 11.0 0:00
Set up Workflow notification approver and update
Step 5 10.7, 11.0
Workflow item attributes (required) 0:00
Step 6 Generate and review upgrade error report (recommended) 10.7, 11.0
0:00
Oracle Purchasing Tasks
Activate transaction managers for Multi-Org (conditionally
Step 1 10.7, 11.0
required) 0:00
Step 2 Upgrade notifications (conditionally required) 10.7 0:00
Step 3 Set MRP profile options (conditionally required) 10.7 0:00
Step 4 Verify and modify sourcing rules (conditionally required) 10.7 0:00
Step 5 Verify date formats (required) 10.7, 11.0 0:00
Step 6 Verify RMA upgrade (conditionally required) 10.7, 11.0 0:00
Public Sector
Oracle Grants Accounting Tasks
Step 1 Verify AutoAccounting rules (required) 10.7, 11.0
0:00
Step 2 Set up AutoAccounting for Burden transactions (required) 10.7
0:00
Step 3 Set up expenditure types for Burden transactions (required) 10.7
0:00
Oracle U.S. Federal Financials Tasks
Step 1 Migrate data to new tables (required) 10.7, 11.0 0:00
10.7, 11.0 SubTotal Setup Steps 0:00 0:00
10.7, 11.0 SubTotal Financials Steps 0:00 0:00
10.7, 11.0 SubTotal Globalizations Steps 0:00 0:00
10.7, 11.0 SubTotal HRMS Steps 0:00 0:00
10.7, 11.0 SubTotal Manufacturing Steps 0:00 0:00
10.7, 11.0 SubTotal Public Sector Steps 0:00 0:00
.

Page 11 of 20 10/17/2008 23:31:59


Category 6 - Before Using Product Features

"X" Products Category 6 Steps Upgrade from Start Time End Time Total Time Actual Time Performed Notes
Before Using Product Features Release Format = MM/DD/YY h:mm (24 hour format) from Test Upg by
All Product Families
Implementation and Set Up Tasks
Step 1 Review product-specific documentation (required) 10.7, 11.0 0:00
Applications Technology Products
System Administration Tasks
Step 1 Review user responsibility assignments (recommended) 10.7, 11.0 0:00
Application Object Library Tasks
Update custom code using flexfield values in
Step 1
FND_LOOKUPS (conditionally required) 10.7 0:00
Update custom calls to
Step 2 FND_DESCR_FLEX_CONTEXT_TL (conditionally
required) 10.7 0:00
Step 3 Rename the srw directory (conditionally required) 10.7 0:00
Copy custom forms libraries to AU_TOP (conditionally
Step 4
required) 10.7, 11.0 0:00
Step 5 Copy custom .fmb files to AU_TOP (conditionally required)
10.7, 11.0 0:00
Convert messages for custom applications (conditionally
Step 6
required) 10.7 0:00
Regenerate, recompile, and re-link custom concurrent
Step 7
program libraries (conditionally required) 10.7, 11.0 0:00
Oracle Alert Tasks
Associate organization names with custom Alert definitions
Step 1
(conditionally required) 10.7 0:00
Re-create event alert triggers in custom schemas
Step 2
(conditionally required) 10.7 0:00
Financials Product Family
Oracle Cash Management Tasks
Reinstall customized Reconciliation Open Interface objects
Step 1
(conditionally required) 10.7, 11.0 0:00
Oracle General Ledger Tasks
Preserve GL account combinations affected by the
Step 1
Segment Value Inheritance program (required) 10.7, 11.0 0:00
Ensure that account segment values use correct account
Step 2
type(conditionally required) 10.7 0:00
Step 3 Review period rates (conditionally required) 10.7, 11.0 0:00
Step 4 Review AutoPost criteria (conditionally required)
10.7 0:00
Define GIS conversion rates and rate types (conditionally
Step 5
required) 11.0 0:00
Verify program submission parameters for mass funds
Step 6
check/reservation (conditionally required) 10.7 0:00
Set function security for journal posting and reversing
Step 7
functions (recommended) 10.7 0:00
Step 8 Set up intercompany balancing (recommended)
10.7, 11.0 0:00
Oracle Payables Tasks
Step 1 Set up Offset taxes (conditionally required) 10.7, 11.0 0:00
Set up the future dated payment account (conditionally
Step 2
required) 10.7, 11.0 0:00
Step 3 Set up recoverable taxes (conditionally required)
10.7, 11.0 0:00
Step 4 Link GL records and AP records (required) 10.7, 11.0 0:00
Oracle Projects Tasks
Step 1 Implement Self-Service Time (conditionally required)
10.7, 11.0 0:00
Step 2 Implement cross charge (conditionally required) 10.7, 11.0 0:00
Oracle Receivables Tasks
Define GL tax assignments for Natural Account tax codes
Step 1
(conditionally required) 10.7, 11.0 0:00
Link GL and AR records and set Gain, Loss, and Round
Step 2
accounting entries code combinations (required) 10.7, 11.0 0:00
Globalization Product Family
Asia/Pacific Localizations Tasks
Enter uniform numbers for your company – Taiwan
Step 1
(required) 10.7, 11.0 0:00
Step 2 Enter GST registration information – Singapore (required)
11.0 0:00
Step 3 Update tax types (recommended) 11.0 0:00
Modify existing globalization flexfields in Payables
Step 4
(required) 10.7, 11.0 0:00
Step 5 Update Thai Payables tax codes (required)
10.7, 11.0 0:00
Update Thai Payables globalization flexfield attributes
Step 6
(required) 10.7, 11.0 0:00
Modify the attribute set for the Thai Output Tax Summary
Step 7
report (recommended) 10.7, 11.0 0:00
Regional Localizations Tasks
Step 1 Set up Appreciation QuickCode (recommended) 10.7, 11.0 0:00
Step 2 Upgrade Appreciation transactions (recommended) 10.7, 11.0 0:00
Assign request groups to your responsibilities
Step 3
(recommended) 10.7, 11.0 0:00
European Localizations Tasks
Update Polish and Turkish journal line sequence numbers
Step 1
(conditionally required) 11.0 0:00
Update Danish EFT invoices to use EDI flexfield
Step 2
(conditionally required) 10.7, 11.0 0:00
Update taxable amounts for custom bills and self invoices
Step 3
(required) 10.7, 11.0 0:00
Step 4 Update Hungarian VAT transactions (conditionally required)
10.7, 11.0 0:00
Enable the Additional Information for Hungary globalization
Step 5
flexfield (conditionally required) 10.7, 11.0 0:00
Latin America Localizations Tasks

Page 12 of 20 10/17/2008 23:32:01


Category 6 - Before Using Product Features

Update Colombian journal line third party information


Step 1
(required) 11.0 0:00
HRMS Product Family
Oracle Human Resources Tasks
Recreate custom Salary Proposal view (conditionally
Step 1
required) 10.7 0:00
Step 2 Drop obsolete Oracle users (recommended) 10.7 0:00
Oracle Payroll (U.S.) Tasks
Check for invalid U.S. address information (conditionally
Step 1
required) 10.7, 11.0 0:00
Manufacturing and Distribution Product Family
Oracle Inventory/Cost Management/Work in Process Tasks
Create indexes on flexfield segment columns - INV
Step 1
(required) 10.7, 11.0 0:00
Change Item Description profile option - INV
Step 2
(recommended) 10.7, 11.0 0:00
Public Sector
Oracle Public Sector Financials (International) Tasks
Step 1 Migrate gross-based VAT data (conditionally required)
10.7, 11.0 0:00
10.7, 11.0 SubTotal Setup Steps 0:00 0:00
SubTotal ATG Steps 0:00 0:00
10.7, 11.0 SubTotal Financials Steps 0:00 0:00
10.7, 11.0 SubTotal Globalizations Steps 0:00 0:00
10.7, 11.0 SubTotal HRMS Steps 0:00 0:00
10.7, 11.0 SubTotal Manufacturing Steps 0:00 0:00
10.7, 11.0 SubTotal Public Sector Steps 0:00 0:00

Page 13 of 20 10/17/2008 23:32:02


Finishing Your Upgrade

go

"X" Products Finishing Your Upgrade Upgrade from Start Time End Time Total Time Actual Time Performed Notes
Release Format = MM/DD/YY h:mm (24 hour format) from Test Upg by
Finishing Your Upgrade
System Maintenance Tasks
Step 1 Drop unneeded database objects (recommended) 10.7, 11.0 0:00
Step 2 Install online help (recommended) 10.7, 11.0 0:00
Step 3 Delete obsolete product files (recommended) 10.7, 11.0 0:00
Step 4 Drop obsolete columns in Oracle Assets (recommended) 10.7, 11.0 0:00
Drop unnecessary indexes for Oracle Payables
Step 5 10.7, 11.0
(recommended) 0:00
Required Finishing Tasks
Step 1 Implement New Product and Country-specific Functionality 10.7, 11.0
0:00
Step 2 Resize your Database 10.7, 11.0 0:00
Step 3 Change Passwords 10.7, 11.0 0:00
Step 4 Maintain Snapshot Information 10.7, 11.0 0:00
Step 5 Back Up Oracle Applications 10.7, 11.0 0:00
Step 6 Log on to Oracle Applications 10.7, 11.0 0:00
Conditional Finishing Tasks
Step 1 License Additional Components 10.7, 11.0 0:00
Set Up and Implement Oracle Discoverer End User Layer
Step 2 10.7, 11.0
(EUL) 0:00
Set Up and Implement Oracle Embedded Data Warehouse
Step 3 10.7, 11.0
(EDW) 0:00
Set Up and Implement Customer Relationship
Step 4 10.7, 11.0
Management (CRM) 0:00
Step 5 Convert Custom Message Dictionary Functions 10.7, 11.0 0:00
Step 6 Convert Database to Multiple Organizations (Multi-Org) 10.7, 11.0 0:00
Step 7 Convert to Multiple Reporting Currencies (MRC) 10.7, 11.0 0:00
Step 8 Understand System Administration Tasks 10.7, 11.0 0:00
Step 9 Understand Oracle Applications Maintenance Tasks 10.7, 11.0 0:00
10.7, 11.0 SubTotal Finishing Steps 0:00 0:00

Page 14 of 20 10/17/2008 23:32:04


Custom

Custom Steps Start Time End Time Total Time Actual Time Performed by Notes
Format = MM/DD/YY h:mm (24 hour format) from Test Upg
Enter Your Custom Steps Here:

Step 1 0:00
Step 2 0:00
Step 3 0:00
Step 4 0:00
Step 5 0:00
Step 6 0:00
Step 7 0:00
Step 8 0:00
Step 9 0:00
Step 10 0:00
Step 11 0:00
Step 12 0:00
Step 13 0:00
Step 14 0:00
Step 15 0:00
Step 16 0:00
Step 17 0:00
Step 18 0:00
Step 19 0:00
Step 20 0:00
Step 21 0:00
Step 22 0:00
Step 23 0:00
Step 24 0:00
Step 25 0:00
Step 26 0:00
Step 27 0:00
Step 28 0:00
Step 29 0:00
Step 30 0:00
Step 31 0:00
Step 32 0:00
Step 33 0:00
Step 34 0:00
Step 35 0:00
Step 36 0:00
Step 37 0:00
Step 38 0:00
Step 39 0:00
Step 40 0:00
Step 41 0:00
Step 42 0:00
Step 43 0:00
Step 44 0:00
Step 45 0:00
Step 46 0:00
Step 47 0:00
Step 48 0:00
Step 49 0:00
Step 50 0:00
Step 51 0:00
Step 52 0:00
Step 53 0:00
Step 54 0:00
Step 55 0:00
Step 56 0:00
Step 57 0:00
Step 58 0:00
Step 59 0:00
Step 60 0:00
Step 61 0:00
Step 62 0:00
Step 63 0:00
Step 64 0:00
Step 65 0:00
Step 66 0:00
Step 67 0:00
Step 68 0:00
Step 69 0:00
Step 70 0:00
Step 71 0:00
Step 72 0:00
Step 73 0:00
Step 74 0:00
Step 75 0:00
Step 76 0:00
Step 77 0:00
Step 78 0:00
Step 79 0:00
Step 80 0:00
Step 81 0:00
Step 82 0:00
Step 83 0:00
Step 84 0:00
Step 85 0:00
Step 86 0:00
Step 87 0:00
Step 88 0:00
Step 89 0:00
Step 90 0:00
Step 91 0:00
Step 92 0:00
Step 93 0:00
Step 94 0:00
Step 95 0:00
Step 96 0:00
Step 97 0:00
Step 98 0:00
Step 99 0:00
Step 100 0:00
SubTotal Custom Steps 0:00 0:00

Page 15 of 20 10/17/2008 23:32:06


Custom

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Oracle Applications 11i Upgrade Assistant Spreadsheet, Release 11.5.8
Copyright 2000, 2002 Oracle Corporation. All Rights Reserved.

This readme contains the following sections:


1. Introduction
2. Send us your Comments
3. Detailed Instructions
4. Additional Information

Introduction:
The R11i Upgrade Assistant Spreadsheet is a tool that assists you in planning an Oracle Applications upgrade
to Release 11i. This spreadsheet is to be used in conjunction with the Upgrading Oracle Applications, Release 11i
manual. When performing a test upgrade of your current system, use this spreadsheet to enter the start
and end times of any upgrade step. The total time for the step as well as the total time for the upgrade and the
time for the critical system downtime are automatically calculated. The timing statistics gathered for the test
upgrade can be used as a benchmark for subsequent test upgrades and the production upgrade.

The upgrade is comprised of six main categories, the AutoUpgrade run, the patch application process using
AutoPatch, and the finishing steps. Categories 1, 2, and 3 are pre-upgrade steps and are performed before
running AutoUpgrade. Categories 4, 5, and 6 are post-upgrade steps and are performed after a successful
AutoUpgrade run and patch application. Categories 3 and 4 fall in the critical system downtime period of an
upgrade. During this downtime period, none of your users will be able to use Oracle Applications.

Send us your Comments:


We welcome your comments and suggestions on the quality and usefulness of this spreadsheet. Your input will
help us improve the next release.
Consider the following:
- Did you find any errors?
- Is the information clearly presented?
- Do you need more information? If so, where?
- What features did you like most about this spreadsheet?

If you find errors or have any other suggestions for improvement, please indicate the sheet, feature, or
functionality (if available). You can send comments to us in the following ways:

Email: apps_relgrp_us@oracle.com

FAX: 650.506.1113 Attn: Oracle Applications Release Group

Postal service:
Oracle Corporation
Oracle Applications Release Group
500 Oracle Parkway, M/S 3op4
Redwood Shores, CA 94065
U.S.A

Detailed Instructions:
1. Main Page
Each time the spreadsheet is opened it defaults to the Main page. The Main page contains summary time
information for the upgrade. All total calculations are carried over from the individual category sheets to this
page.

To begin using the Upgrade Assistant Spreadsheet, click on the Main Menu button in the upper right hand
corner of the Main page. This produces the Main Menu dialog box. Within the Main Menu dialog box you select the
category, product family and the release you are upgrading from for the upgrade steps that you would like to see.

The Category selections are


1 pre-upgrade = Category 1 pre-upgrade steps
2 pre-upgrade = Category 2 pre-upgrade steps
3 pre-upgrade = Category 3 pre-upgrade steps
AutoUpgrade = For the AutoUpgrade run
AutoPatch = For any patches applied after AutoUpgrade
4 pre-upgrade = Category 4 post-upgrade steps
5 pre-upgrade = Category 5 post-upgrade steps
6 pre-upgrade = Category 6 post-upgrade steps
Finishing = For the finishing your upgrade steps

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Custom = For any custom upgrade steps

The Product Family selections are


Database Upgrade Steps = All database related steps
Applications Technology Products = All System Administration and Apps Technology products steps
Financials Product Family = All Financials products steps
Globalization Product Family = All Globalization products steps
HRMS Product Family = All Human Resources Management Systems products steps
Manufacturing and Distribution Product Family = All Manufac. and Distrib. products steps
Public Sector Product Family = All Public Sector products steps
All Products = Shows a list of all product upgrade steps

The Release selections are


10.7 = For steps when upgrading from Release 10.7
11 = For steps when upgrading from Release 11.0
All Releases = For all upgrade steps regardless of release upgrading from

By making your selections and clicking [ok], the spreadsheet queries the list of selected upgrade steps. The
Category and Product Family search criteria are required and a message box notifies you if either of these two
criteria are left blank.

Once the start and end times for the upgrade steps are entered into the category sheets, all estimated and actual
time calculations are carried over to this Main page. The Estimated Time represents the time of the current
upgrade while the Actual Time represents the benchmark from a prior or test upgrade. The time for
AutoUpgrade represents the total running time. Any AutoUpgrade downtime will appear in the AutoUpgrade
Downtime section under Time by Category and will not be added to total time. The Critical Sysytem Downtime totals
represent the time for all Category 3 and 4 steps, the AutoUpgrade run and the application of required patches.

2. The Category pages


Each of the Category sheets (Category 1 - Category 6 and Finishing) are accessed by clicking on the sheet tab at the bottom
or by selecting the desired category in the Main Menu dialog box. The shaded area on these sheets should not be updated.

The "X", Start Time, End Time, Actual Time, Performed By, and Notes fields are updatable on the category sheets.
"X" = Enter X for steps that are not required based on the TUMS report
Start Time = Enter the time the upgrade step was started
End Time = Enter the time the upgrade step was completed
Actual Time = You copy the time from a prior upgrade here to use as a benchmark for the current upgrade
Performed By = Enter the name of the person(s) performing the step
Notes = Enter any additional information that may be useful for subsequent upgrades

The Upgrade Manual Script (TUMS) produces a report which lists all upgrade steps that are not required for the upgrade of
your specific Oracle Applications system. For each step on the TUMS report place an X in the X column, then click the
Update button at the top of the page. This will strikethrough the step, reminding you that the step is not required.
See OracleMetaLink Document ID: 213275.1 for additional information on TUMS.

When entering the start time and end time for a step, please enter it in the format "MM/DD/YY h:mm", where h
is the hour and mm are the minutes. Enter the time in 24 hour format (that is, 3:00 PM = 15:00). If the
time to complete a step does not cross over into the next day, the date is not necessary. You can enter just the
time in 24 hour format. The Total Time column is calculated based upon the start and end times you enter.
The Actual Time column can be used to store the total time required for the step during a test or prior
upgrade, thereby allowing you to track the progress of the current upgrade against a benchmark.

Clicking the To Main Page button in the upper left corner takes you back to the Main page of this
spreadsheet. The Verify button provides you with information on the number of incomplete steps in the
respective category sheet. The Verify button counts all incomplete steps regardless of whether they
are required for your upgrade. Therefore, if you are not performing any Financials upgrade steps, you can ignore
the message that states you have incomplete Financials steps.

3. The AutoUpgrade page


This sheet is used to enter the runtimes and downtimes of AutoUpgrade. This sheet is accessed by
clicking on the sheet tab at the bottom or by selecting AutoUpgrade in the Category section of the Main Menu
dialog box. When selecting AutoUpgrade as the Category in the Main Menu dialog box, the Product Family and
Release fields are not required.

Runtime represents the actual running time of AutoUpgrade and Downtime represents any time AutoUpgrade
halts or must be shut down during the upgrade process.

See the Category Pages section above for an explanation of the updateable Start Time, End Time, Actual Time,
Performed By, and Notes fields and the To Main Page button.

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The AD Timing report produced by AutoUpgrade provides timing information on the jobs performed by AutoUpgrade.
See the AD Utilities Reference Guide for additional information on this report.

4. The AutoPatch page


This sheet is used to enter the times for the application of patches after the AutoUpgrade run. This includes
the time required to apply the patch to update your database to the current Applications release level, merge
product-specific functionality patches, and apply the product-specific functionality patches. These steps are
listed in the update and patching tasks section at the beginning of Category 4 in Upgrading Oracle Appliations.

This sheet can be accessed by clicking on the sheet tab at the bottom or by selecting AutoPatch in the
Category section of the Main Menu dialog box. When selecting AutoPatch as the Category in the Main Menu
dialog box, the Product Family and Release fields can be left blank.

See the Category Pages section above for an explanation of the updateable Start Time, End Time, Actual Time,
Performed By, and Notes fields and the To Main Page button.

5. The Custom page


The Custom page is provided for any custom upgrade steps that you may want to record and time. This sheet is
accessed by clicking on the sheet tab at the bottom or by selecting Custom in the Category section of the Main
Menu dialog box. When selecting Custom as the Category in the Main Menu dialog box, the Product Family and
Release fields are not required.

The Custom Steps column allows you to enter a description of the custom step you are performing.

See the Category Pages section above for an explanation of the updateable Start Time, End Time, Actual Time,
Performed By, and Notes fields and the To Main Page button.

6. The Other sheets


The Index, Module1, and main_form sheets store the various functionalities of the spreadsheet. These sheets are
protected and should not require any updates or edits.

Additional Information:
1. The Special menu
The Special menu to the right of the Help menu has four options:
Update X = Crosses out rows with an X in the X column See "X" above.
Refresh X = Reverses the action of the Update X command
Show Key = Shows the step key used in the TUMS report
Hide Key = Hides the step key used in the TUMS report

The TUMS report references most upgrade steps by a step key. Use the step key information to determine the
steps that are not required for your upgrade.

2. Reset Category sheets


When you query for and display upgrade steps for a product, the steps remain displayed until another set of
steps is queried. For example,

Select Category = 1 pre-upgrade


Product = Financials Product Family
Release = All Releases

This displays all upgrade steps for the Financials Product Family in Category 1. These upgrade steps
for the Financials Product Family remain displayed until you run a new query.

To reset the sheet so that all products are displayed, go to the main menu, select the desired category, select
All Products in the product drop down box, and select All Releases in the releases drop down box.

For example, to reset the above example select


Category = 1 pre-upgrade
Product = All Products
Release = All Releases

This displays all products and steps on the Category 1 sheet.

3. Step numbers
When you use the Main Menu to query for a particular set of steps, you may notice that the resulting steps
are not numbered sequentially.

For example, select Category = 2 pre-upgrade, Product = Financials Products Family, and Release = 11.0.
The Global Accounting Engine Tasks may show the following steps:

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step 1:...
step 2:...
step 4:...

This is normal functionality for the Upgrade Assistant Spreadsheet as the step numbers in the spreadsheet
match the step numbers in the Upgrading Oracle Applications manual. The missing step numbers have
been filtered out as they do not apply to your upgrade.

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