oracle easy upgrade to r12 details

Oracle® E-Business Suite
Upgrade Guide
Release 12.0 and 12.1 to 12.2
Part No. E48839-03
November 2013

Oracle E-Business Suite Upgrade Guide, Release 12.0 and 12.1 to 12.2
Part No. E48839-03
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iii

Contents
Send Us Your Comments
Preface
1 Planning for an Upgrade
Overview of the Upgrade.......................................................................................................... 1-1
Supported Upgrade Paths....................................................................................................1-1
Database Upgrade Requirements........................................................................................ 1-1
The Upgrade Process........................................................................................................... 1-2
Obsolete Products in Release 12.2........................................................................................ 1-2
Business Impact and Functional Changes............................................................................1-4
General Information and Required Tasks............................................................................ 1-4
Technical Upgrade Tasks...............................................................................................1-5
Functional Upgrade Tasks.............................................................................................1-5
Installed Components and System Requirements................................................................... 1-6
Technology Stack Components............................................................................................1-6
Web Services........................................................................................................................ 1-7
Software Requirements........................................................................................................ 1-7
CPU......................................................................................................................................1-7
Memory............................................................................................................................... 1-8
Disk Space Requirements.....................................................................................................1-8
Obsolete Technology Integrations....................................................................................... 1-9
Schemas Not Used by Oracle E-Business Suite Release 12.2..............................................1-10
Release 12.2 Architecture.........................................................................................................1-11
Oracle E-Business Suite Architecture: The Application Tier.............................................. 1-11
Scheduling Time for an Upgrade............................................................................................1-12
Backup............................................................................................................................... 1-12

iv
Database Initialization Parameters.................................................................................... 1-12
Determining Upgrade Tasks.............................................................................................. 1-13
Maintenance Mode............................................................................................................ 1-13
Test Upgrade......................................................................................................................1-14
User Preferred Time Zone Support....................................................................................1-14
Upgrade By Request.......................................................................................................... 1-14
NLS Upgrade Considerations................................................................................................. 1-14
Languages.......................................................................................................................... 1-14
Customized Environments...................................................................................................... 1-15
Customized Help Files....................................................................................................... 1-16
Product-specific Considerations............................................................................................. 1-16
Cross-Product Functionality.............................................................................................. 1-16
2 Preparing for the Upgrade
Review Upgrade Tasks..............................................................................................................2-1
Database and System Administration Tasks............................................................................2-1
Application DBA (AD) Tasks (Conditional)............................................................................ 2-3
Applications Technology Tasks................................................................................................2-3
Customer Relationship Management Tasks.............................................................................2-4
Financials and Procurement Tasks........................................................................................... 2-5
Human Resource Management (HRMS).................................................................................. 2-6
Supply Chain Management Tasks............................................................................................2-7
Prepare for the Upgrade............................................................................................................ 2-9
3 Upgrading to Release 12.2
Perform the Upgrade................................................................................................................. 3-1
Finish the Upgrade.................................................................................................................... 3-6
4 Oracle E-Business Suite Online Patching
Overview................................................................................................................................... 4-1
Enabling Online Patching......................................................................................................... 4-3
Database Initialization Parameters........................................................................................... 4-9
5 Post Upgrade Tasks
Review Post-upgrade Tasks...................................................................................................... 5-1
Apply latest AD and TXK for Release 12.2............................................................................... 5-3
Mandatory Steps for Custom Schema Upgrade for 11i / 12.0 / 12.1..........................................5-4
Applications Technology Tasks................................................................................................5-6
Financials and Procurement Tasks......................................................................................... 5-11

v
Channel Revenue Management Tasks................................................................................... 5-12
Human Resources Tasks......................................................................................................... 5-12
Projects Tasks.......................................................................................................................... 5-13
Supply Chain Management Tasks..........................................................................................5-13
System Administration........................................................................................................... 5-16
System Maintenance Tasks..................................................................................................... 5-17
Oracle XML Publisher............................................................................................................. 5-19
Additional Tasks..................................................................................................................... 5-20
A Financials Upgrade Impact
About Business Impact and Functional Changes.................................................................... A-1
Financials and Procurement Products...................................................................................... A-1
Advanced Collections..........................................................................................................A-1
Lease and Finance Management..........................................................................................A-2
B Human Resource Management Upgrade Impact
About Business Impact and Functional Changes.................................................................... B-1
Human Resource Management Systems (HRMS)................................................................... B-2
Oracle Payroll............................................................................................................................ B-2
Oracle iRecruitment.................................................................................................................. B-2
Oracle Performance Management............................................................................................ B-2
Oracle Succession Planning......................................................................................................B-3
C Supply Chain Management Upgrade Impact
About Business Impact and Functional Changes.................................................................... C-1
Oracle Product Hub.................................................................................................................. C-1
D Product Documentation List
Applications Technology..........................................................................................................D-1
Supply Chain Management......................................................................................................D-2
Index

oracle easy upgrade to r12 details

vii

Send Us Your Comments
Oracle E-Business Suite Upgrade Guide, Release 12.0 and 12.1 to 12.2
Part No. E48839-03
Oracle welcomes customers' comments and suggestions on the quality and usefulness of this document.
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ix

Preface
Intended Audience
Welcome to Release 12.0 and 12.1 to 12.2 of the Oracle E-Business Suite Upgrade Guide.
This book provides instructions for upgrading existing Oracle E-Business Suite Release
12.0 and 12.1 systems to Release 12.2. In this upgrade, run Rapid Install to prepare your
12.0 or 12.1 system for the upgrade. It delivers the unified driver that you use to
upgrade the technology stack and products to Release 12.2.
This book is intended as a guide for the database administrator and the application
specialists who are responsible for upgrading to Release 12.2 of Oracle E-Business Suite.
See Related Information Sources on page x for more Oracle E-Business Suite product
information.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
Access to Oracle Support
Oracle customers have access to electronic support through My Oracle Support. For
information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.
Structure
1 Planning for an Upgrade
2 Preparing for the Upgrade
3 Upgrading to Release 12.2
4 Oracle E-Business Suite Online Patching

x
5 Post Upgrade Tasks
A Financials Upgrade Impact
B Human Resource Management Upgrade Impact
This appendix describes the way the upgrade affects your existing Oracle Human
Resource Management System (HRMS) products, and highlights the impact of these
functional changes on your day-to-day business. This section contains products in the
HRMS product family, arranged alphabetically.
C Supply Chain Management Upgrade Impact
D Product Documentation List
Related Information Sources
This book was current as of the time it was initially published. It is included in the
Oracle E-Business Suite Document Library, which is supplied in the Release 12.2
software bundle. Later versions of this and other documents that have changed
sufficiently between releases to warrant re-publishing are made available at the
following URL:
http://www.oracle.com/technology/documentation/applications.html
A full list of documentation resources is also published on My Oracle Support. See Oracle
E-Business Suite Documentation Resources, Release 12.2. You should be familiar with a
basic subset of references before you upgrade. They include:
If you are looking for
information about...
Refer to these documents...
System setup and procedures Oracle E-Business Suite Concepts
Oracle E-Business Suite Setup Guide
Oracle E-Business Suite Maintenance Guide
Oracle E-Business Suite Security Guide
Oracle Workflow Administrator's Guide
Oracle XML Gateway User's Guide
Installation and upgrade Oracle E-Business Suite Installation Guide: Using Rapid Install
Oracle E-Business Suite Upgrade Guide: Release 11i to Release
12.2
Oracle E-Business Suite Installation and Upgrade Notes*
Oracle E-Business Suite Release Notes*
Oracle E-Business Suite NLS Release Notes*

xi
If you are looking for
information about...
Refer to these documents...
Product-specific features Electronic Technical Reference Manual (eTRM)*
Release Content Documents (RCDs)*
Product-specific implementation and upgrade guides
RDBMS Database Preparation Guidelines for an Oracle E-Business Suite
Release 12.2 Upgrade
Oracle Database 11g Release 2 Documentation Set
Interoperability Notes: Oracle E-Business Suite Release 12 with
Oracle Database 11g Release 2 (11.2.0)*
* Available only on My Oracle Support.
Patch readme files may also contain information about additional recommended
documentation.
Do Not Use Database Tools to Modify Oracle E-Business Suite Data
Oracle STRONGLY RECOMMENDS that you never use SQL*Plus, Oracle Data
Browser, database triggers, or any other tool to modify Oracle E-Business Suite data
unless otherwise instructed.
Oracle provides powerful tools you can use to create, store, change, retrieve, and
maintain information in an Oracle database. But if you use Oracle tools such as
SQL*Plus to modify Oracle E-Business Suite data, you risk destroying the integrity of
your data and you lose the ability to audit changes to your data.
Because Oracle E-Business Suite tables are interrelated, any change you make using an
Oracle E-Business Suite form can update many tables at once. But when you modify
Oracle E-Business Suite data using anything other than Oracle E-Business Suite, you
may change a row in one table without making corresponding changes in related tables.
If your tables get out of synchronization with each other, you risk retrieving erroneous
information and you risk unpredictable results throughout Oracle E-Business Suite.
When you use Oracle E-Business Suite to modify your data, Oracle E-Business Suite
automatically checks that your changes are valid. Oracle E-Business Suite also keeps
track of who changes information. If you enter information into database tables using
database tools, you may store invalid information. You also lose the ability to track who
has changed your information because SQL*Plus and other database tools do not keep a
record of changes.

Planning for an Upgrade 1-1
1
Planning for an Upgrade
This chapter covers the following topics:
• Overview of the Upgrade
• Installed Components and System Requirements
• Release 12.2 Architecture
• Scheduling Time for an Upgrade
• NLS Upgrade Considerations
• Customized Environments
• Product-specific Considerations
Overview of the Upgrade
This guide provides a high-level view of an upgrade of Oracle E-Business Suite
technology stack and products from Release 12.0 and Release 12.1 to Release 12.2.
Supported Upgrade Paths
This release includes a re-packaged Rapid Install that makes it possible to upgrade
existing 12.0 (12.0.4, 12.0.6) and 12.1(12.1.1, 12.1.2 and 12.1.3) systems directly to Release
12.2.
Database Upgrade Requirements
To complete the upgrade to Release 12.2, you must upgrade your database to at least
Oracle 11g Release 2 (11.2.0.3).
Note: See Database Preparation Guidelines for an Oracle E-Business Suite
Release 12.2 Upgrade (Doc ID: 1349240.1) for more information.

1-2 Oracle E-Business Suite Upgrade Guide
The Upgrade Process
Note: A successful upgrade is a collaboration between the DBA and the
application specialists. Both should understand and coordinate all
aspects of the upgrade as a part of the planning process.
Obsolete Products in Release 12.2
This section lists obsolete products in Release 12.2.
Product Name
* Oracle Balanced Scorecard
* Oracle CAD-View 3D
* Oracle Contracts Intelligence
* Daily Business Intelligence for Quoting
Demand-Side Product Data Synchronization for GDSN
Document Management and Collaboration
Global Accounting Engine
Information Technology Audit
Supply-Side Product Data Synchronization for GDSN
* Oracle E-Business Intelligence
* Oracle Enterprise Planning and Budgeting
* Oracle Enterprise Performance Foundation
Oracle Financial Aid
* Oracle Financial Consolidation Hub
* Oracle Financials and Sales Analyzers

Product Name
* Oracle Financials Intelligence
Oracle Funds Pricing
* Oracle Grants Proposal
* Oracle HR Intelligence
* Oracle Install Base Intelligence
* Oracle Interaction Center Intelligence
* Oracle Internal Controls Manager
* Oracle Marketing Intelligence
* Oracle Operational Intelligence
Oracle Personal Portfolio
* Oracle Process Manufacturing Intelligence
* Oracle Procurement Intelligence
* Oracle Product Intelligence
* Oracle Product Lifecycle Management
* Oracle Profitability Manager
* Oracle Projects Intelligence
* Oracle Public Sector Budgeting
* Oracle Sales Intelligence
* Oracle Service Intelligence
** Oracle Student Recruiting

Product Name
** Oracle Student Systems
* Oracle Supply Chain and Order Management Intelligence
* Oracle Transportation Execution
* Oracle Transportation Planning
Web Analytics Daily Business Intelligence for iStore
* A migration plan exists for customers who have purchased these products in earlier
releases. Contact your Sales Representative or Account Manager for more information.
** Customers continuing to use Oracle Student Recruiting and Oracle Student Systems
should not upgrade to this release.
Support will be provided to existing customers on earlier releases, in accordance with
the Oracle Lifetime Support Policy.
Business Impact and Functional Changes
In addition to changes to the technology stack and file system, an upgrade also initiates
specific changes that affect the way your existing products work after the upgrade, and
the look and feel of the user interface. These functional (business-related) changes have
an impact on the way you use the products as you conduct daily business.
Functional topics in this guide that pertain to a Release 12.2 upgrade include:
• Reasons for the change and areas that benefit from new functionality
• Functionality that is temporarily disabled or has been made obsolete
• Changes to user interfaces, terminology or concepts, and menu options
• Steps you can take to verify that all transactional data is upgraded as expected
• Suggestions for reducing downtime
General Information and Required Tasks
Before you prepare your system and product data, you should gather information about
the upgrade process, the tools required, the number and types of tasks involved, and
the way your system and products will look in Release 12.2. You can find a
documentation roadmap on My Oracle Support. See Oracle E-Business Suite

Documentation Resources, Release 12.2. Take special note of the Known Issues section.
Release 12.2 Updates
Completing this upgrade brings your system to the 12.2.0 release. You can continue to
apply the latest Release Update Pack (RUP) at any time to keep your system at the most
current release level available. Each release update pack is made up of individual
product family RUPs, which contain all the patches associated with that family. You can
apply the entire release update pack, or you can apply the product family packs
individually.
RUPs are released periodically. Each one is cumulative and includes system updates
from all previous RUPs. You can keep abreast of the latest release information,
including new RUP announcements and other updates that may affect your upgrade by
reviewing the latest version of Oracle E-Business Suite Release Notes Release 12.2.0.
Reference Information
It is very important that you read the documentation associated with this release. It is
available in Oracle E-Business Suite Documentation Resources, Release 12 on My Oracle
Support. The Product Documentation List in this guide contains a list of basic required
reading. In addition, you may also find it useful to review any presentation materials on
upgrade technology and white papers on Multi-org, and links to various Consulting
services as well as Oracle University training courses.
Application specialists and functional users should pay special attention to the Release
Content Documents (RCDs), Electronic Technical Reference Manuals (eTRMs), and
Transfer of Information (TOI) documentation for the products that are active in your
system. This information describes new features and functionality in Release 12.2.
Technical Upgrade Tasks
In general, DBAs perform the following tasks in an upgrade:
• Understand installed components, system sizing information, NLS considerations,
how to manage customizations, and so on. This information is described in this
chapter.
• Upgrading to Release 12.2 begins the system downtime. Tasks in this chapter
include upgrading your database (if you have not done so already), using
AutoPatch to apply any required patches.
• The Post Upgrade Tasks complete the upgrade process and prepare your system
and products for user logon.
Functional Upgrade Tasks
In general, application specialists perform the following tasks in an upgrade:

• Understand the functional changes that your users will see and work with after the
upgrade. Review the information in Appendixes A - D in this guide.
• Perform the tasks required to verify that your transaction data was upgraded or
migrated as you intended.
• Determine the best way to upgrade historical data. For example, instead of
upgrading all your Oracle Financials accounting data during downtime, you might
include only the last fiscal year. If you want to upgrade other fiscal years - months
or even years after - you can do so, at any time after the upgrade.
Installed Components and System Requirements
This section lists the certified components supplied by Rapid Install. Note that
requirements for CPU, memory, and disk space (for log files and backup) are typically
much larger during an upgrade than during normal operation.
Technology Stack Components
For a new Release 12.2 installation, Rapid Install automatically installs and configures
the required technology stack components for both the database tier and the application
tier.
On the database tier, the technology stack includes:
• Oracle Database 11g Release 2 (11.2.0.3)
On the application tier, the technology stack includes:
• Oracle Fusion Middleware 11g PS3 (11.1.1.6.0)
• Oracle WebLogic Server 11g PS3
• Oracle WebLogic JSP compiler
• Oracle FMW 11g Java Required Files (JRF) libraries (except the use of ADF and
MDS 11g)
• Oracle WebLogic Portlet 11g PS3 Container
• JRockit or JDK 6.0
• Apache version 2.2
• Oracle 10g (10.1.2) Applications Server for Oracle EBS Forms based Applications

Web Services
The Web services component of Oracle Application Server processes requests received
over the network from the desktop clients, and includes the following major
components:
• Web Listener (Oracle HTTP Server powered by Apache)
• Java Servlet Engine (Oracle WebLogic Server, WLS)
The Web listener component of the Oracle HTTP server accepts incoming HTTP
requests (for particular URLs) from client browsers, and routes the requests to WLS.
If possible, the Web server services the requests itself, for example by returning the
HTML to construct a simple Web page. If the page referenced by the URL needs
advanced processing, the listener passes the request on to the servlet engine, which
contacts the database server as needed.
Note: See Oracle E-Business Suite Concepts Release 12.2 for details.
Software Requirements
Some systems may require platform-specific release maintenance tools. Refer to the
Oracle E-Business Suite Installation and Upgrade Notes for further information, and to
verify whether you need to include them in your upgrade plan. The upgrade requires a
minimum of Oracle 11g Release 2 (11.2.0.3). See Database Preparation Guidelines for an
Oracle E-Business Suite Release 12.2 Upgrade for instructions.
CPU
The CPU requirements for an upgrade depend on many factors, including:
• The size of the database
• The volume of data in the primary product installation group
Note: You may have multiple Primary Products.
• The number and duration of long-running patch worker processes associated with
products that have intensive upgrade operations
• Desired response time
Note: Refer to Oracle E-Business Suite Maintenance Guide for

recommendations on the number of workers to use during the upgrade,
and Applications Release 12 Upgrade Sizing and Best Practices for the
statistics on production system upgrades.
Memory
To calculate the memory requirements for an upgrade, consider the following:
• Number of concurrent users
• Infrastructure requirements for multi-tiered architecture
Note: For statistics on these production system upgrades, refer to
Applications Release 12 Upgrade Sizing and Best Practices.
Note: For minimum memory and swap space requirements, refer to the
relevant Oracle E-Business Suite platform-specific Installation and Upgrades
Notes (IUN) and the Rapid Install Guide for 11gR2 sizing available on My
Oracle Support Knowledge, and the Oracle E-Business Suite
Documentation Resources, Release 12.2 document (Doc ID: 1498411.1).
Disk Space Requirements
The approximate file system disk space requirements for a standard installation are:
Node: Space Required:
Applications node file system (includes
OracleAS 10.1.2 Oracle Home, Oracle FMW
Oracle Home, COMMON_TOP, APPL_TOP,
and INST_TOP)
64 GB (for the dual file system required by
online patching - see note below)
Database node file system (Fresh install) 90 GB
Database node file system (Vision Demo
database)
200 GB
The database node disk space requirements for both the production database and the
Vision Demo database include database files (.dbf) and the 11gR2 database Oracle
Home.

Important: The introduction of Online Patching (OP) in Oracle
E-Business Suite Release 12.2 means that the disk space required size
for the application tier is significantly larger, since the APPL_TOP,
COMMON_TOP, INST_TOP, OracleAS 10.1.2 Oracle Home, and
Fusion Middleware Oracle Home are in effect duplicated to provide the
dual file system OP needs.
Obsolete Technology Integrations
Oracle no longer supports the following technology integrations:
Technology Integration Description
OSSO 10 For single sign-on integration, you must
migrate to Oracle Access Manager (either 10g
or 11g) and Oracle E-Business Suite
AccessGate.
OID 10g You must upgrade to OID 11g
OBIEE 10g If you are using Oracle Business Intelligence
Enterprise Edition (OBIEE) with products
Oracle Incentive Compensation (OIC),
Manufacturing Operations Center (MOC),
Advanced Planning Command Center
(APCC), or Demand Signal Repository (DSR),
then you must migrate to OBIEE 11g.
ODI 10g If you are using Oracle Data Integrator (ODI)
with products Oracle Incentive Compensation
(OIC), Product Information Management
(PIM), Distributed Warehouse Management
System (WMS), or Demand Signal Repository
(DSR), then you must migrate to ODI 11g
(11.1.1.5.0).
JPDK Portlet Producer If you are using E-Business Suite Portlets
based on the proprietary JPDK Portlet
Producer implementation, then you must
migrate these to use the WSRP standards
compliant Portlet Producer implementation.

Technology Integration Description
BPEL 10g If you are are using BPEL 10g with EBS 12.1.3,
then you must migrate to SOA Suite 11g as the
external system.
SES 10g If you are using 11i, 12.0.x, 12.1.1 - 12.1.2 and
are upgrading to 12.2, then you must also
upgrade to SES 11g.
Schemas Not Used by Oracle E-Business Suite Release 12.2
The following schemas are not used by Oracle E-Business Suite Release 12.2. You can
delete these schemas after completely ensuring they are not required.
Schema Name Schema ID
Oracle Single Sign On ORASSO
ORASSO_DS
ORASSO_PA
ORASSO_PS
ORASSO_PUBLIC
Oracle Internet Directory ODS
OracleAS Certificate Authority OCA
ORAOCA_PUBLIC
Discoverer OLAP D4OSYS
Discoverer Portlet Provider Metadata DISCOVERER5
Oracle Portal-to-Go and OracleAS Wireless PTG
WIRELESS
Oracle Warehouse Builder OWBRT_SYS
OWBSYS_AUDIT

Schema Name Schema ID
E-Business Suite product schemas DSR and
MOC for Oracle Warehouse Builder
integration
DDROWNER
DDRUSER
DSROWNER
MTHUSER
Oracle Business Intelligence Applications OBIA
MapViewer MVDEMO
OracleAS UDDI Registry UDDISYS
SOA Suite ORABPEL
Release 12.2 Architecture
The upgrade process may affect system architecture and the way you use your
Applications products after an upgrade. Oracle E-Business Suite Concepts contains a
complete discussion of the architecture in this release, including information about the
Oracle E-Business Suite multi-tiered architecture, enhancements, language support, file
system structure, and the basic data model.
Oracle E-Business Suite Architecture: The Application Tier
The application tier has a dual role: hosting the various servers and service groups that
process the business logic, and managing communication between the desktop tier and
the database tier. The architecture of this tier (unlike that of the database and desktop
tiers) has changed significantly in Oracle E-Business Suite Release 12.2.
Three servers or service groups comprise the basic application tier for Oracle E-Business
Suite:
• Web services
• Forms services
• Concurrent Processing server
In Release 12.2, Web and Forms services are provided by Oracle Application Server They
are no longer servers in the sense of being a single process.

Tip: It is advisable to avoid using a mixture of different platforms on
your application tier. This makes maintenance easier, since only one set
of patches needs to be downloaded.
Application Tier ORACLE_HOMEs in Release 12.2
Oracle E-Business Suite Release 12.2 uses two application tier ORACLE_HOMEs. The
first is the OracleAS 10.1.2 ORACLE_HOME, and the second is the Oracle Fusion
Middleware (FMW) ORACLE_HOME.. This combination enables Oracle E-Business
Suite to take advantage of the latest Oracle technologies.
Notable features of this architecture include:
• The Oracle E-Business Suite modules are deployed out of the OracleAS 10.1.2
ORACLE_HOME, and the frmweb executable is also invoked out of this
ORACLE_HOME.
• All major services are started out of the FMW ORACLE_HOME.
Key changes from earlier releases include:
• The FMW ORACLE_HOME (sometimes referred to as the Web or Java
ORACLE_HOME) replaces the OracleAS 10.1.3.-based ORACLE_HOME used in
Oracle E-Business Suite 12.x releases prior to 12.2.
Scheduling Time for an Upgrade
In an upgrade, critical system downtime refers to the period of time when users cannot
log on to the system or use Oracle E-Business Suite. There are several actions you can
take to reduce this downtime period. For example, performing certain product-specific
tasks before an upgrade can substantially reduce the downtime, as can using the Oracle
cloning methodology, and a test file system to upgrade your production system.
This section briefly describes some of the issues that affect the amount of downtime
required for an upgrade, and some of the actions we recommend to reduce that
downtime.
Backup
Oracle strongly recommends that you back up your entire system before beginning the
upgrade.
Database Initialization Parameters
Review the requirements for database initialization parameters before you begin. See
Database Initialization Parameters for Oracle E-Business Suite Release 12 (Doc ID 396009.1).

Determining Upgrade Tasks
This section discusses tools you can use to examine your system and determine which
upgrade steps apply for your system.
Maintenance Wizard
The Maintenance Wizard is a tool provided by Oracle Support to guide you through the
upgrade and code line maintenance process. It draws on instructions from numerous
manuals and other documentation (including this document, the Oracle E-Business Suite
Installation Guide: Using Rapid Install, and the Oracle E-Business Suite Release Notes) to
provide you with a complete picture of the activities required for an upgrade.
The Maintenance Wizard helps you reduce upgrade tasks by dynamically filtering the
necessary steps based on criteria it obtains from your Applications environment. The
resulting report is a set of step-by-step instructions of exactly what you need to do to
complete your specific upgrade, including any critical patches that your system may
require. It can also automatically execute many of the tasks for you, so as to reduce the
possibility of errors or accidental omission of vital tasks.
Specifically, the Maintenance Wizard:
• Presents a consolidated, personalized set of instructions in a step-by-step format
• Enables validation of important activities to prevent downstream issues
• Maintains log and status information for all tasks
• Enables a project administrator to assign different groups of upgrade tasks to
different users
• Downloads, merges, and installs many required patches automatically
• Provides project management utilities to record the time taken for each task and its
completion status
Note: For information on setting up and using the Maintenance
Wizard, see Master Issue List for the Maintenance Wizard (Doc ID:
215527.1).
Maintenance Mode
The Maintenance Mode feature provides a clear separation between the normal runtime
operation of Oracle E-Business Suite and system downtime for maintenance. To ensure
optimal performance and reduce downtime when applying a patch, shut down the
Workflow Business Events System and set up function security before you initiate an
AutoPatch session. This provides the security needed to ensure that no Oracle

E-Business Suite functions are available to users while you are applying a patch.
Note: See Using Maintenance Mode in Oracle E-Business Suite Maintenance
Guide. See also Patch Application Utilities in Oracle E-Business Suite
Maintenance Guide.
Test Upgrade
To provide a baseline for upgrade execution times and an opportunity to work out any
upgrade issues ahead of time, Oracle suggests that you perform a test upgrade using a
copy (clone) of your existing system, and hardware that is similar to your production
system. Oracle recommends several upgrade tests, especially if your system has been
customized.
User Preferred Time Zone Support
Special upgrade steps are not required for those products that support User Preferred
Time Zones.
Upgrade By Request
For some Oracle E-Business Suite products, upgrade planning includes choosing the
most active set of data for upgrade processing. Then, you can upgrade historical data
that was omitted from the upgrade at a later date, or when it is needed. For example,
you might include only the last fiscal year in the upgrade to Release 12.2, and then
upgrade the remaining data outside the 12.2 downtime window.
NLS Upgrade Considerations
This section discusses some important considerations for managing your translations,
languages, and character sets during the upgrade.
Languages
Additional space for each non-American English language will be required in the
database to complete the upgrade. It is not possible to predict the amount of additional
space your system will need, because the space depends on factors such as the database
character set, the number of active languages other than American English, and in
particular the volume of transaction data in the system.
Note: For the recommended minimum space required for each active
language in the APPL_TOP, see the Oracle E-Business Suite NLS Release
Notes for your release level.

Language Status
You must retain your existing Applications Release status until the entire upgrade
process (including the post-upgrade and finishing steps) is complete. The base language
must also remain the same, and new languages cannot be activated.
After the upgrade process is complete, you can activate new languages or change the
base language. Oracle does not support disabling or removing installed or enabled
languages.
Note: See Adding and Maintaining NLS Languages section in Oracle
E-Business Suite Maintenance Guide.
Character Sets
You cannot set the APPL_TOP character set. It is automatically set to the same value to
what you selected as the db character set.
Note: See License Manager in Oracle E-Business Suite Maintenance Guide.
See also Migrating an Applications Installation to a New Character Set.
Customized Environments
Customized environments require additional attention during an upgrade. The
instructions in this guide assume that you have followed the standards for customizing
Oracle E-Business Suite as described in the Oracle E-Business Suite Developer's Guide and
the Oracle E-Business Suite User Interface Standards for Forms-based Products.
To preserve customizations and minimize the impact during the upgrade:
• Follow the Oracle E-Business Suite Developer's Guide instructions for customizing
your system and upgrading your customizations
• Maintain complete documentation for customizations
• Back up customizations before the upgrade
Caution: Customizing any concurrent program definitions, menus,
value sets, or other seeded data provided by Oracle E-Business
Suite is not supported. The upgrade process overwrites these
customizations.

Protecting Data in Renamed Files
Because files may be renamed for a variety of reasons, it is good practice to protect them
from being accidentally overwritten during the upgrade. Therefore, if you have
renamed files using the <filename>old, <filename>new, or any other generic
designation, then rename them again, to something meaningful before you begin the
upgrade.
Customized Help Files
The help files in this release are in HTML format, making them easy to modify. You can
reapply previously customized help files to your upgraded system if you convert them
to HTML. If you don't convert customized help files to HTML and reapply, then it is
important that you save the pre-upgrade customized help files as a reference.
Note: See Customizing Oracle E-Business Suite Help in the Oracle
E-Business Suite Setup Guide.
Product-specific Considerations
The information in this section applies to specific Applications products in this release.
See the Release Content Documents for information about other products that are active
in your system.
Note: Appendixes A - D describe changes to Oracle E-Business Suite
products in this release. See also Appendix H, "Product Documentation
List" for product-specific documentation.
Cross-Product Functionality
Changes to the products described in this section affect many Oracle E-Business Suite
products. Prior to the upgrade, ensure that functional specialists have completed their
review to avoid unnecessary disruptions.

Preparing for the Upgrade 2-1
2
Preparing for the Upgrade
• Review Upgrade Tasks
• Database and System Administration Tasks
• Application DBA (AD) Tasks (Conditional)
• Applications Technology Tasks
• Customer Relationship Management Tasks
• Financials and Procurement Tasks
• Human Resource Management (HRMS)
• Supply Chain Management Tasks
• Prepare for the Upgrade
Review Upgrade Tasks
If you have not already reviewed the information in Business Impact and Functional
Changes in Chapter 1, do so before you begin. It is especially important that both the
DBA and the application specialists be familiar with the tasks in Appendix as the
information that can help reduce system downtime and verify data migration.
Database and System Administration Tasks
These generic tasks pertain to all systems. You must complete them prior to the
product-specific tasks in this chapter. The steps in this section can be performed on the
existing system while it is operational.
Back up database, Oracle E-Business Suite, and customizations
(recommended):
Make a cold backup of the Oracle E-Business Suite database. You can use it to restore

the database should you encounter problems during the upgrade process.
Note: Shut down the database with the NORMAL option. You may not
be able to restore it from the backup if you use the IMMEDIATE or
ABORT option.
In addition to the database files, back up the APPL_TOP, product customizations, and
customized help files (in HTML).
Note: The upgrade process does not save customizations. You should
copy all your customized files and put them in a safe place so you can
reapply the customizations after the upgrade.
Prepare an upgrade plan for customizations (conditional):
You may have customized your system for business use. Take note of these important
considerations before upgrading custom database objects:
• The Oracle E-Business Suite Developer's Guide contains extensive instructions about
naming standards and issues related to upgrading custom database objects.
Familiarize yourself with this information before you begin the upgrade.
• Run several test upgrades and track their impact on your custom database objects.
• Rename any custom database objects with Applications prefixes that you have
created so that they do not conflict with Oracle object names.
Note: Failure to test the impact on custom database objects before
the upgrade can result in a loss of functionality.
At your discretion, and depending on the customizations in your system, you should
also perform the following tasks:
1. Preserve the CUSTOM library by making a backup copy of CUSTOM.pll. You can
use this copy later in the upgrade process to migrate your CUSTOM library to
Release 12.2.
2. If you have customized forms with Oracle Forms 6i, then upgrade them to Oracle
Forms 10i after the upgrade.
Drop event alert triggers in custom schemas (conditional):
To drop all event alert database triggers in custom schemas, run the alrdtrig.sql script,
located in $ALR_TOP/patch/115/sql. Re-create the triggers after the upgrade is
complete.

Review sizes of old and new tablespaces (required):
Make sure you allocate sufficient tablespace. For guidelines based on an upgrade of the
largest Oracle production system (oraprod), see Applications Release 12 Upgrade Sizing
and Best Practices.
Migrate Existing Objects to New Tablespace Model (recommended):
Oracle E-Business Suite Release 12 environments contain the new Oracle Applications
Tablespace Model (OATM). This model is based on database object type rather than
product affiliation, making it simpler to manage and requiring far fewer tablespaces
and operating system files.
If you previously upgraded your environment from Release 11i to Release 12, then the
upgrade process created tablespaces for all new products, configured the database for
the new tablespace model, and created new objects. However, it did not automatically
migrate your existing objects. If you have not already done so, Oracle strongly
recommends that you use the Tablespace Migration Utility to perform this migration
now. Note that this utility is not supported for use after you enable Online Patching, so
you cannot perform the migration after your environment is upgraded to Release 12.2.
If you choose not to migrate to OATM now, then you must continue to manage your
tablespaces separately. For more information, see the Oracle E-Business Suite Setup Guide,
Release 12.2, or the Oracle Applications Release 12.2 System Administrators Guide -
Configuration.
Application DBA (AD) Tasks (Conditional)
If you are upgrading your E-Business Suite environment from Release 12.0.4 or Release
12.0.6, then you must apply the following AD patch as the very last patch on the
Application Tier:
• Patch 11939659:R12.AD.A
Important: If there are any other patches to be applied on your
E-Business Suite Release 12.0.4 or Release 12.0.6 environment, then you
must complete those patches and then apply AD patch
11939659:R12.AD.A.
Applications Technology Tasks
Oracle E-Business Suite Integrated SOA Gateway:
Oracle E-Business Suite Integrated SOA Gateway (ISG) enables Web service generation,
deployment, and invocation. If an earlier release of this product or the Oracle XML
Gateway Web service feature has been leveraged, install Oracle SOA Suite 11g first,

before the upgrade to Release 12.2.
In addition, release 12.2 provides an ISG Diagnostics and Designer script allowing
services to be upgraded from Oracle E-Business Suite Release 12.1.X to Release 12.2.
Note: Oracle E-Business Suite Integrated SOA Gateway 12.2 has
product dependencies on Oracle SOA Suite 11g (11.1.1.6.0) and Oracle
Applications Adapter (also called Oracle E-Business Suite Adapter) 11g
(11.1.1.6.0), or Oracle SOA Suite 11g (11.1.1.7.0) and Oracle Applications
Adapter 11g (11.1.1.7.0). You can use either Oracle SOA Suite 11g
Release 1 (11.1.1.6.0) or Oracle SOA Suite 11g (11.1.1.7.0) with Oracle
E-Business Suite Integrated SOA Gateway Release 12.2.
Oracle XML Gateway:
In Release 12.2, Oracle XML Gateway Web services are enabled through the Oracle
E-Business Suite Integrated SOA Gateway Service Provider and can be viewed from the
Integration Repository. If an earlier release of the Oracle XML Gateway Web service
feature or Oracle E-Business Suite Integrated SOA Gateway has been leveraged, then
install Oracle SOA Suite 11g first, before the upgrade to Release 12.2.
Note: The Oracle XML Gateway Web service feature depends on Oracle
E-Business Suite Integrated SOA Gateway. Oracle E-Business Suite
Integrated SOA Gateway Release 12.2 has product dependencies on
Oracle SOA Suite 11g and Oracle Adapter for Oracle Applications
(informally known as Oracle E-Business Suite Adapter).
Oracle Application Object Library:
Ensure that the GUEST account is valid and active and that the fnd_user USER_ID for
the GUEST account is set to a value of '6'.
Customer Relationship Management Tasks
Complete these tasks only if you are using Customer Relationship Management
products.
Channel Revenue Management:
Perform these tasks if you are using Channel Revenue Management.
1. Process all General Ledger Interface data from ChRM tables.
Applies to: Release 12.0.4, 12.0.6, 12.1.1 and 12.1.2
Run concurrent program 'Transfer to General Ledger' to transfer all accruals and
claims interface data from ChRM interface tables to General Ledger. After the

Release 12.2 upgrade, these interface tables will be obsolete and replaced by
Subledger Architecture migration-related interface tables.
Financials and Procurement Tasks
Complete this task only for the Financials and Procurement products that are active in
your system.
Advanced Collections:
Perform this task only if you are using Oracle Advanced Collections with Strategies.
1. Strategy Workflow checks
Applies to 12.0 and 12.1 release levels.
Apply the diagnostic scripts patch 13027498:R12.IEX.A when upgrading from
R12.0.X and apply 13027498:R12.IEX.B when upgrading from 12.1.X. This patch
contains scripts for Collection Strategy Workflow.
From the Collections Agent responsibility using the user name 'SYSADMIN', stop
any scheduled Workflow Background Process concurrent program request for the
following Item Types:
• IEXSTRY - IEX: Collection Strategy Work Flow
• IEXSTFFM - IEX: Strategy Fulfilment Mailer
• IEXSTRCM - IEX: Strategy Custom Work Flow
Run the script $IEX_TOP/patch/115/sql/iexswowf.sql to check and clean the
strategies running without workflow. This script requires two parameters: FND
username and Reponsibility for audit table and logs. For Example, you can run the
script using the following:
• username: SYSADMIN
• responsibility: Collections Agent
Run the script $IEX_TOP/patch/115/sql/iexstorg.sql to update Org_ID column in
IEX_STRATEGIES table to operate Strategy by Operating unit. There are no
parameters to run this script.
Subledger Accounting:
Perform this task if you are using Oracle Subledger Accounting.
1. Clean up Advance Queues from prior Create Accounting processes before
enabling EBR.

Applies to 12.0 and 12.1 release levels.
Apply patch 13420532:R12.XLA.A when upgrading from Release 12.0.x and apply
Patch 13420532:R12.XLA.B when upgrading from Release 12.1.x to clean up
temporary advance queues that were created by prior Create Accounting program
processes. Pending Advance Queues of completed Create Accounting processes do
not create upgrade issues, but must be cleaned up for EBR.
Note: You can perform this pre-upgrade step while the
pre-upgrade system is online.
Human Resource Management (HRMS)
All custom database objects that are mapped to seeded APIs/Row Handlers must be
changed from LONG/LONG RAW to CLOB.
The LONG and LONG RAW data type was obsoleted by the database group in release 8
i and was replaced by the CLOB data type. LONG and LONG RAW remain a valid data
type only for backward compatibility and have numerous restrictions. Many database
features after release 8i do not support the LONG and LONG RAW data type, and
interferes with upgrading to new technologies. Specifically, for Online Patching, LONG
and LONG RAW columns cannot be referenced in a database trigger. This means that
LONG and LONG RAW columns cannot be patched using Online Patching as the
solution uses Cross Edition Triggers to upgrade data. Changes to seed data in the RUN
edition cannot be propagated to the PATCH edition as Cross Edition Triggers are used
to synchronize the changes. Due to this, all database objects/Oracle Forms/JAVA
pages/PRO C/API programs have been changed to use CLOB data type that were
previously using LONG and LONG RAW data types.
However, Oracle provides implicit conversion between LONG/LONG RAW data types
and LOB data types, with one limitation in this conversion. The maximum size of a LOB
is 128 terabytes depending on database block size, and the maximum size of a LONG is
two gigabytes. If more than two gigabytes of data is assigned to LONG/LONG RAW
data types from the CLOB data type, then a VALUE_ERROR exception will be raised.
All of the seed Database Objects/Oracle Forms/JAVA Pages/PRO C code/APIs have
been modified to use the CLOB data type and provides more storage. If these new large
values are passed to old custom programs that continue to use old LONG/LONG RAW
data type and have less storage, then the exception error will be raised.
This enhancement will affect the functionality of User Hook pre-processors, Business
Event pre-processors, and Data Pump pre-processors. Oracle suggests that you use the
following script to identify procedure/UDF containing LONG parameters, and mapped
with seeded APIs/Row Handlers:

SELECT
package_name
,object_name
,argument_name
,data_type
FROM all_arguments
WHERE (package_name,object_name) IN
(
SELECT
call_package
,call_procedure
FROM hr_api_hook_calls
)
AND data_type = 'LONG';
When all database objects have been identified, change the datatype to CLOB (Refer to
the Oracle E-Business Suite Developer's Guide).
Supply Chain Management Tasks
The tasks in this section are required only if you are using Oracle Supply Chain
Management products.
Order Management:
Perform these tasks if you are using Oracle Order Management.
1. Check for the Nullable Hold Entity ID.
Applies to: Release 12.1
If you are upgrading from release 12.1, then you should check for the Nullable Hold
Entity ID and fix it to NOT NULL. Carefully follow the instructions in the readme
of Patch 14191792:R12.ONT.B.
Product Hub:
Perform these tasks if you are using Oracle Product Hub.
1. Using the Packing Hierarchy Structure Type
If you are upgrading from 12.0 and have used Packaging Hierarchy structure type,
then note that only the preferred packaging structure from this structure type is
migrated over in the upgrade process. If you have defined multiple packaging
structures and want to migrate all of them, then consider bringing them into the
system by transferring them into other structure types, at which time they will be
treated as regular structure types and not Packs.
2. Backing Up User Defined Attributes Data for Items

Considerable changes have been made to the data model that stores Item user
defined attributes in Release 12.2. Upgrade scripts are available to automatically
manage these changes. However, if these scripts fail during upgrade, there can be
potential loss of data. Oracle recommends that you back up the following tables
before you proceed with the upgrade.
• EGO_MTL_SY_ITEMS_EXT_B
• EGO_MTL_SY_ITEMS_EXT_TL
You can discard the backups when the upgrade is completed and the pre-upgrade
UDA data for items have been functionally verified. This is required only if you are
upgrading from Release 12.0 to Release 12.2.
3. Checking for Duplicate Records
Applies to: Release 12.0 and 12.1
Run the following query and verify the output:
SELECT COUNT(1)
FROM SYS.ALL_IND_COLUMNS
WHERE INDEX_NAME = 'EGO_MTL_SY_ITEMS_EXT_B_U2'
AND COLUMN_NAME = 'UNIQUE_VALUE'
AND INDEX_OWNER = 'EGO';
If the above query returns '0' as the output, then perform the following steps:
1. Take backup of ego_mtl_sy_items_ext_b table
2. Refer to Note ID: 953449.1 and run the script provided in the 'Identification
Script' column within the 'Solution - Datafix' section to identify duplicate
records.
If there are duplicate records, then run the scripts provided in the 'Fix' column
within the 'Solution - Datafix' section for the appropriate base version to delete
duplicate records.
Note: You must eliminate duplicate records before upgrading
to Release 12.2. If you require help eliminating duplicate
records, then contact Oracle Support.
4. Managing Open New Item Requests
Because there are significant changes to New Item Requests (NIR) between Releases
12.0 and 12.2, all existing NIRs should be closed before the upgrade. For example,
close NIRs by changing to either Implemented or Rejected. This is required only if
you are upgrading from Release 12.0 to Release 12.2.

Prepare for the Upgrade
1. Gather schema statistics (required)
Schema statistics are gathered by the FND_STATS process, which you can execute
by running the Gather Schema Statistics concurrent program.
Note: During normal operation, you should gather schema
statistics on a regular basis to ensure that the cost-based optimizer
can generate optimal SQL execution plans. In preparation for an
upgrade, gathering statistics should be one of the final tasks you
perform before starting the upgrade downtime: this will ensure
that the statistics are current.
From your Release 12 APPL_TOP, perform the following steps:
1. Log in to Oracle E-Business Suite as the System Administrator.
2. Navigate to the Submit Request window (Requests > Run).
3. Submit the Gather Schema Statistics program.
Alternatively, run the following procedure manually:
FND_STATS.GATHER_SCHEMA_STATISTICS('ALL', 10, :parallel_degree,
'NOBACKUP', NULL, 'LASTRUN', 'GATHER AUTO', 10, 'N');
Where: parallel_degree is set to the value of the database initialization (init.ora)
parameter parallel_max_servers for your instance.
The parameters for FND_STATS.GATHER_SCHEMA_STATISTICS are as follows:
FND_STATS.GATHER_SCHEMA_STATISTICS (<schema name>, <estimate
percent>, <degree of parallelism>, <backup flag>, <restart request
ID, if applicable>, <history mode>, <gather options>, <modifications
threshold>, <invalidate dependent cursors>);
Refer to the Oracle E-Business Suite Maintenance Guide for more information on the
Gather Schema Statistics concurrent program and the
FND_STATS.GATHER_SCHEMA_STATISTICS procedure.
Set the schema name to ALL to gather statistics for all Oracle E-Business Suite
schemas (those with an entry in the FND_PRODUCT_INSTALLATIONS table). In
addition to gathering index and table-level statistics, the program gathers
column-level histogram statistics for all columns listed in the
FND_HISTOGRAM_COLS table.
Note: Oracle recommends that you use the 'GATHER AUTO'

option, which gathers statistics for objects that have not been
previously had statistics collected, or whose rows have changed
significantly since the last run. The default is 10%.
Depending on the size and number of changes to your database, gathering schema
statistics may take a long time. Using the 'GATHER AUTO' option can reduce the
overall time, as it uses an incremental approach.
Customers who gather schema statistics at 10% for all schemas and then again at a
higher percentage for specific schemas or tables should initially continue this
approach to avoid performance degradation. Review this process during the
performance test phase.
Once the pre-upgrade steps have been completed, consider using the 'GATHER_
AUTO' option and the DBMS_STATS.AUTO_SAMPLE_SIZE feature (available in
Oracle Database 11gR1 and later). The AUTO sample size feature takes data skew
into account, and may avoid the need to gather schema statistics at a higher
percentage: in addition, it is likely to take the same time as using a manual
approach with a percentage between 10-20 percent. When invoking the Gather
Statistics concurrent program, Oracle recommends leaving the estimate_percent
parameter blank. The program automatically selects the default value for the
estimate_percent parameter. If you provide a value, then statistics will be gathered
at the specified percentage. If the database version is 11g or higher, then the default
value for this parameter is dbms_stats.auto_sample_size. (For previous releases it
was set to 10%.)
Note: See Query Optimization in Oracle E-Business Suite Concepts for
more information.
2. Install JRE on the database tier (conditional)
If you are planning to run Rapid Install in Upgrade Mode by using the Use Existing
ORACLE HOME option, then you must install JRE in the Database
ORACLE_HOME as follows:
Download the latest JRE 6.0 Update. For optimum stability, performance,
scalability, and OS vendor support, use the latest available update of JRE for the
Oracle E-Business Suite database tier.
The JRE download location is:
http://www.oracle.com/technetwork/java/javase/downloads/index.html
Note: Do not download the Java SE Development Kit (JDK). To
download platform specific JRE and additional information on
installation, refer to Using Latest Java 6.0 Update With Oracle
E-Business Suite Release 12 (Doc ID 455492.1).

3. Reset init.ora parameters (required)
Follow the instructions in Database Initialization Parameters for Oracle E-Business Suite
Release 12.2 and reset the init.ora parameters as needed.
4. Run Rapid Install (required)
Applies to: All 12.0 and 12.1 releases
Use the Rapid Install wizard to lay down the file system and install the new
technology stack for your Release 12.2 Oracle E-Business Suite system. The wizard
collects configuration parameters and stores them in a configuration file (config.txt)
in the Applications file system. When you run Rapid Install, it uses these values to
lay down the file system structure and technology stack components for your
configuration. As it runs, it creates a context file (<CONTEXT_NAME>.xml) that
contains all the parameters that describe your system. This context file is created
and managed by AutoConfig. AutoConfig is a tool that simplifies and standardizes
configuration management tasks in an Oracle E-Business Suite environment. A
fresh install of Release 12.2 includes AutoConfig as a standard (and required)
configuration management tool.
Note: Refer to Oracle E-Business Suite Setup Guide for more
information about AutoConfig, and complete any applicable steps
required by AutoConfig.
Follow the instructions in Chapter 1 of Oracle E-Business Suite Installation Guide:
Using Rapid Install to prepare your environment for the new system. You will be
prompted for information about your system such as port specifications, existing
and new database node descriptions (including mount points), user names and
passwords, product license types, internationalization and language settings, and
mount points for other nodes in your system.
1. Start Rapid Install by typing rapidwiz on the command line. The Welcome
screen lists the components that are included in, or supported by, this release of
Oracle E-Business Suite. Click Next.
2. On the Wizard Operation screen, select Upgrade to Oracle E-Business Suite
Release 12.2. Click Next.
3. On the Select Upgrade Action screen, select Create Upgrade File System.
4. In the associated screen flow, enter the parameters required to set up your new
environment. Then, run Rapid Install.
Note: Oracle E-Business Suite Installation Guide: Using Rapid
Install contains complete instructions for running Rapid Install
for both new installations and upgrades. Chapter 3 contains the

information specific to running an upgrade.
Run Rapid Install with the Configuration option to complete the configuration after
the R12.2 upgrade patch application.
Important: After completing Rapid Install in Upgrade Mode, in DB
Tier's <CONTEXT_FILE>, ensure that values of context variables -
s_dbhome1, s_dbhome2, s_dbhome3, s_dbhome4, s_archive_dest
points to proper data file location where the DBFs are located, and
also s_base points to proper location. If not, update the DB Tier
<CONTEXT_FILE>.
Important: If the APPS user password is not the default, then the
rapidwiz cannot be used in silent mode for laying down the
Upgrade File System. If there are multiple middle tiers, then Oracle
recommendsthat you set APPS user password to the default, and
use Rapid Install in silent mode for laying down the Upgrade File
System on all mid tiers. If not, then you must use Rapid Install in
interactive fashion.
5. Synchronize values of APPLPTMP with UTL_FILE_DIR for PL/SQL based
Concurrent Requests (required)
Concurrent processing (CP) may run PL/SQL (inside of the database) that creates
output and log files using the utl_file package. On all CP nodes, ensure that the
$APPLPTMP environment variable is set to the first directory listed in the
UTL_FILE_DIR parameter from the database init.ora. If you use a RAC database,
then $APPLPTMP should point to a directory on a shared file system visible to all
the RAC nodes. This ensures that CP can locate the output and log files created
from PL/SQL.
6. Perform a system backup
Applies to: All 12.0 and 12.1 releases
Make a cold backup of the Oracle E-Business Suite database. If you encounter
problems during the upgrade process, you can use this backup to restore your
system to the same state as before you began the upgrade.
Note: Shut down with the NORMAL option. You may not be able
to restore the database from the backup if you use the IMMEDIATE
or ABORT option.
7. Migrate or Upgrade Your Database to Oracle 11g Release 2 (required)

Applies to : All 12.0 and 12.1 releases
If you have not already done so, you can upgrade your production database to 11g
Release 2 now, before the upgrade downtime.
Follow the instructions in Database Preparation Guidelines for an Oracle E-Business
Suite Release 12.2 Upgrade (Doc ID: 1349240.1).
Note: If you are upgrading to 11gR2 from 10g or 9i, then you MUST
set the parameter sec_case_sensitive_logon = False in your init.ora
file to avoid login issues with sqlplus.

Upgrading to Release 12.2 3-1
3
Upgrading to Release 12.2
• Perform the Upgrade
• Finish the UpgradeFinish the Upgrade
Perform the Upgrade
This section describes the tasks required to initiate the upgrade process. All the tasks
must be performed during the upgrade downtime. The following table provides a
checklist of the tasks required in this chapter.
Important: After laying down the File System using Rapid Install, do
not change the password for any products. Doing so may result in the
following error: 'ORA-01017: invalid username/password; logon denied
occurred while executing the SQL statement: CONNECT JTF/*****'
If the password for a product is changed, then FNDCPASS should be
run to revert the password to the default value. Adpatch can be
resumed after the password is restored to the original value.
These tasks... are located here...
Disable AOL Audit Trail (conditional) , page 3-2
Shut down application tier listeners and
concurrent managers (required)
, page 3-3
Migrate database to at least Oracle11g Release
2 (required)
, page 3-3

Update init.ora with upgrade parameters
(required)
, page 3-3
Disable custom triggers, constraints, and
indexes (conditional)
, page 3-3
Back up the database (recommended) , page 3-4
Ensure that Maintenance Mode is enabled
(required)
, page 3-4
Apply AD 12.2 upgrade driver (required) , page 3-4
Apply all Consolidated Upgrade Patches
(CUPs) (required)
, page 3-4
Run the American English upgrade patch
driver (required)
, page 3-4
Disable Maintenance Mode (required) , page 3-5
Reset init.ora parameters (required) , page 2-11
Back up Oracle Applications (recommended) , page 3-5
Review Security Practices (recommended) , page 3-5
Important: You must turn off the Database Vault before upgrading to
12.2.0. After enabling EBR+upgrade to 12.2.x, re-enable the Database
Vault.
1. Disable AOL Audit Trail (conditional)
If you use the Oracle Applications Object Library Audit Trail feature, then you must
disable it before the upgrade.
From the System Administrator responsibility under the R12.0 or 12.1 APPL_TOP,
navigate to Security > Audit Trail > Groups. In the Audit Groups window, set the
Group State field to Disable - Prepare for Archive for each audit group defined. Run
the Audit Trail Update Tables report from the Submit Requests window (Requests >
Run).

If you plan to re-enable auditing after the upgrade, then archive and purge the
shadow tables now. Data changes made after implementing this step are not
audited.
Note: See Audit Trail in Oracle E-Business Suite Security Guide.
2. Shut down application tier listeners and concurrent managers (required)
Navigate to Concurrent > Requests. In the Find Requests window, select All my
requests. Click Find, and click Cancel Pending requests as necessary. Then, as
System Administrator, choose Administer Concurrent Managers. Navigate to the
Control field and select Deactivate.
Shut down all application tier services including Concurrent Managers using the
adstpall script. Do this from your existing Release 12 E-Business Suite instance.
3. Migrate database to Oracle11g Release 2 (required)
The upgrade requires at least version Oracle 11g Release 2 (11.2.0.3) database. If you
have not done so already, then upgrade or migrate your database now. Follow the
instructions in Database Preparation Guidelines for an Oracle E-Business Suite Release
12.2 Upgrade (Doc ID: 1349240.1).
Note: If you are upgrading to 11gR2 from 10g or 9i, then you MUST
set the parameter sec_case_sensitive_logon = False in your init.ora
file to avoid login issues with sqlplus.
4. Update init.ora with upgrade parameters (required)
Initialization parameters required at each stage of an upgrade may vary depending
on when you upgrade your database. Set the appropriate parameters now. If your
processes and sessions values in the init.ora file is the default values provided by
the E-Business installation of 300 and 600, then you should consider doubling these
during the upgrade process to avoid connection issues.
Note: See Database Initialization Parameters in Chapter 1,
"Planning for an Upgrade" for specific parameters. See also Database
Initialization Parameters for Oracle Applications Release 12.2.
5. Disable custom triggers, constraints, and indexes (conditional)
Disable custom triggers or constraints on Oracle E-Business Suite tables. Re-enable
these triggers after the upgrade. If you have custom indexes on Applications tables,
then determine whether they can affect performance during the upgrade, and drop
them if necessary. If you are not sure, then it is best to drop the indexes and add
them after the upgrade, if the new release has not created a similar index.

6. Back up the database (recommended)
Make a cold backup of the Oracle E-Business Suite database. If you encounter
problems during the upgrade process, you can use this backup to restore your
system to the same state as before you began the upgrade.
Note: Shut down with the NORMAL option. You may not be able
to restore the database from the backup if you use the IMMEDIATE
or ABORT option.
7. Ensure that Maintenance Mode is enabled (required)
Maintenance Mode restricts logins and the type of operations that the system can
perform. Maintenance Mode is enabled in Release 12.2.
1. Source the applications run file system environment file as found in the fs1 file
system appl_top.
2. From the AD Administration Main Menu, choose the Change Maintenance
Mode option.
3. The Change Maintenance Mode menu displays the current Maintenance Mode
status at the top of the page. The status should be Disabled at this point.
4. Select Option 1, Enable Maintenance Mode.
Note: See Oracle E-Business Suite Maintenance Guide for information
on Maintenance Mode.
8. Apply AD 12.2 upgrade driver (required)
Download and unzip the AD Upgrade Driver for 12.2 (patch 10117518). Use
AutoPatch to run it on all application tier server nodes on your Release 12.2
APPL_TOP, following the instructions in the patch readme.
Caution: Ensure that the environment file from the 12.2 RUN File
System is sourced prior to applying this patch.
9. Apply all Consolidated Upgrade Patches (CUPs) (required)
Apply all Consolidated Upgrade Patches (CUPs) listed in the Oracle E-Business
Suite-wide Release Notes, Release 12.2. Search for the Consolidated Upgrade Patches
(CUPs) section and follow the instructions on how to apply them.
10. Run the American English upgrade patch driver (required)
To bring your database to the full Oracle E-Business Suite Release 12.2 level, use

AutoPatch to run the (American English) unified driver (u10124646.drv). It is
located in $AU_TOP/patch/115/driver.
Caution: Ensure tablespace APPS_TS_TX_DATA has enough space
(below the threshold) and resize the data file if necessary.
Source the environment file from the RUN file system and run the driver on the
administration server node on your Release 12.2 APPL_TOP using the following
commands:
$ adpatch options=nocopyportion,nogenerateportion
Note: Apply u10124646.drv with adpatch
options=nocopyportion,nogenerateportion using RUN File System.
11. Disable Maintenance Mode (required)
Maintenance mode controls the system downtime period by managing user logins.
To disable maintenance mode, use the Change Maintenance Mode menu in AD
Administration.
Note: Once the system is enabled for online patching, the
Maintenance Mode option is not available.
1. From the AD Administration Main Menu, choose the Change Maintenance
Mode option.
2. The Change Maintenance Mode menu displays the current Maintenance Mode
status at the top of the screen. It should be Enabled.
3. Select Option 2, Disable Maintenance Mode.
Note: See Oracle E-Business Suite Maintenance Guide for
information on the "hotpatch" method of applying patches
when Maintenance Mode is disabled.
12. Back up Oracle E-Business Suite (recommended)
Perform a full Oracle E-Business Suite backup of the application and database.
13. Review Security Practices (recommended)
Review the recommended security processes documented in Secure Configuration
Guide for Oracle E-Business Suite Release 12 (Doc ID: 403537.1). In particular, if you
have any computers requiring direct access to the database that are not registered
nodes in AutoConfig (such as OAM clients), you must explicitly grant access.

Oracle strongly recommends that you apply the latest available Critical Patch
Update after you upgrade to Release 12.2.0.
Finish the Upgrade
You must complete all the tasks in this section to finish the upgrade. All the tasks must
be completed during system downtime on the Release 12.2 E-Business Suite instance.
Configure Release 12.2 E-Business Suite instance (required) , page 3-6
Configure applications client software for forms applet
(required)
, page 3-9
Upgrade considerations for Add-on Localization products
(conditional)
, page 3-9
Reapply customizations (conditional) , page 3-9
Integrate custom objects and schemas (conditional) , page 3-10
Re-enable custom triggers, constraints, and indexes
(conditional)
, page 3-10
1. Configure Release 12.2 E-Business Suite instance (required)
When you ran Rapid Install in the Prepare for the Upgrade section of Chapter 2, it
created and stored an instance-specific context by replacing system variables you
entered on the wizard screens with the specific values you saved in the
configuration file (config.txt). At this point in the upgrade, point Rapid Install to the
Application Tier context file. Rapid Install (using AutoConfig) updates your system
configuration using the values it finds in the context file.
1. Update the RDBMS ORACLE_HOME file system with AutoConfig and
Clone files.
On the application tier (as the APPLMGR user), log on to the APPL_TOP
environment (source the environment file) and run this perl script to create
appsutil.zip in <INST_TOP>/admin/out. Source the applications run file system
environment file as found in the fs1 file system appl_top.
perl <AD_TOP>/bin/admkappsutil.pl
On the database tier (as the ORACLE user), copy or FTP the appsutil.zip file to
the <RDBMS ORACLE_HOME> and unzip the file. Change directory to RDBMS

Oracle Home as follows:
cd <RDBMS ORACLE_HOME>
Unzip the file with the following command:
unzip -o appsutil.zip
2. Install JRE on the database tier to ensure that the application tier and the
database tier match (Conditional).
If you have installed JRE on Database Tier (see below) before running Rapid
Install in Upgrade mode by using 'Use Existing ORACLE_HOME' as described
in Preparing for the Upgrade, then install JRE on the database tier. If you have
used ORACLE HOME installed by Rapid Install, then skip this step.
Download the latest JRE 6.0 Update. For optimum stability, performance,
scalability, and OS vendor support, use the latest available update of JRE for the
Oracle E-Business Suite database tier.
The JRE download location is:
http://www.oracle.com/technetwork/java/javase/downloads/index.html
Note: Do not download the Java SE Development Kit (JDK). To
download platform specific JRE and additional information on
installation, refer to Using Latest Java 6.0 Update With Oracle
E-Business Suite Release 12 (Doc ID 455492.1).
3. Create the Context Name directory in the RDBMS oracle home.
Copy listener.ora and tnsnames.ora from the
$ORACLE_HOME/network/admin directory to the
$ORACLE_HOME/network/admin/<CONTEXT_NAME> directory.
Note: Verify that these files were correctly generated through
autoconfig by checking the timestamp from the last autoconfig
run, ensuring that they were properly instantiated. For
example, for the listener.ora, check that there are correct SID
references that came from the %s_db_listener% value in the
$CONTEXT_FILE.
4. Set and export the following environment variables.
• ORACLE_HOME=<RDBMS_ORACLE_HOME>
• LD_LIBRARY_PATH = $ORACLE_HOME/lib:$ORACLE_HOME/ctx/lib
• ORACLE_SID = <instance name for current database node>

• PATH =
$ORACLE_HOME/bin:/usr/bin:/usr/sbin:$ORACLE_HOME/appsutil/jre/bi
n:/bin:/usr/bin/X11:/usr/local/bin:$PATH
• TNS_ADMIN = $ORACLE_HOME/network/admin/<CONTEXT_NAME>
5. Generate a new database context file as follows:
Note: This step applies only to customers using their existing
RDBMS home during the upgrade.
UNIX:
cd <RDBMS ORACLE_HOME>/appsutil/bin
perl adbldxml.pl
Windows:
cd <RDBMS ORACLE_HOME>appsutilbin
perl adbldxml.pl
6. Run AutoConfig on the database tier nodes.
UNIX:
<RDBMS ORACLE_HOME>/appsutil/bin/adconfig.sh contextfile=<context file
created in step 5>
Windows:
<RDBMS ORACLE_HOME>appsutilbinadconfig.cmd contextfile=<context
file created in step 5>
7. Source the Run filesystem environment file.
8. Run AutoConfig on the Apps Tier.
• Prior to running AutoConfig check if table - ADX_PRE_AUTOCONFIG is
existing in APPS schema:
select object_name, object_type, owner, status from dba_objects where
upper(object_name)='ADX_PRE_AUTOCONFIG' and object_type='TABLE'
and upper(owner)='APPS';
To drop table ADX_PRE_AUTOCONFIG from APPS schema and recreate
in APPLSYS schema, execute the following commands:
cd <AD_TOP>/patch/115/sql sqlplus APPS/<APPS Schema password>
@txkDropAdxPreAutoConfig.sql

• Run AutoConfig on all the Application Tier nodes using the following
commands:
UNIX:
$ADMIN_SCRIPTS_HOME/adautocfg.sh
Windows:
$ADMIN_SCRIPTS_HOME/adautocfg.sh
9. Run Rapid Install to configure Release 12.2 E-Business Suite instance.
You must run Rapid Install a second time to complete the configuration using
Run File System context file.
In the Rapid Install wizard, select Upgrade to Oracle E-Business Suite Release
12.2.0 and then select the option Configure Upgraded Release 12.2.0 Instance.
Note: For configuration, refer to Oracle E-Business Installation
Guide: Using Rapid Install, Release 12.2.
2. Configure applications client software for forms applet (required).
The connection between the client and the applications forms is provided through
an applet in the client web browser. Instead of using the browser's own JVM, Oracle
E-Business Suite uses the Sun Java (J2SE) native plug-in. You can find download
instructions in Upgrading Sun J2SE (Native Plug-in) with Oracle Applications 12.2
Windows Clients.
3. Upgrade considerations for Add-on Localization products (conditional).
If you have been using Add-on Localizations products (CLE, CLL, CLA, or CLJ),
then you must review the Add-on Localizations - Upgrade Consideration
documents on My Oracle Support for upgrade steps and tasks to be completed
before EBR enablement. See Add-on Localizations - Upgrade Consideration (Doc ID:
1491965.1)
4. Reapply customizations (conditional).
If you customized application environment files (APPLSYS.env or devenv), then
reintegrate them in devenv.env, or in the adovars.env file ($APPL_TOP/admin for
UNIX or %APPL_TOP%admin for Windows). Restart the application server
processes so changes take effect.
Note: See Managing Application Tier Services in the Oracle E-Business
Suite Maintenance Guide.
If your system includes customized forms, reports, programs, libraries, or other

application files, then reapply all changes that you need for this release.
5. Integrate custom objects and schemas (conditional).
If you previously created custom objects or have custom schemas that must be
tightly integrated with Oracle E-Business Suite, then follow the steps in Oracle
E-Business Suite Developer's Guide to reintegrate these customizations with the APPS
schema.
This release uses Invoker Rights for most PL/SQL packages. Executing these
packages from custom schemas may require additional grants from, and synonyms
to, APPS schema objects. Oracle recommends that you explicitly declare Invoker
Rights or Definer Rights for custom PL/SQL packages. See the PL/SQL User's Guide
and Reference for more information.
Custom database objects must follow the naming standards for custom object
names to avoid conflict with Oracle E-Business Suite.
Caution: When naming database objects, use XX as a part of the
short name. For example, you might define the custom application
to use the short name XXGL, and database objects to begin with an
XXGL_ prefix.
Note: See Defining your Custom Applications in the Oracle E-Business
Suite Developer's Guide.
6. Re-enable custom triggers, constraints, and indexes (conditional).
During the upgrade, custom triggers or constraints may have been modified. If you
disabled these triggers and constraints, then identify any data updates that must be
made before you re-enable them.
If you dropped any custom indexes, then review the new data model to determine
if the index is necessary before you redefine it.

Oracle E-Business Suite Online Patching 4-1
4
Oracle E-Business Suite Online Patching
• Overview
• Enabling Online Patching
• Database Initialization Parameters
Overview
Oracle E-Business Suite Release 12.2 introduces Online Patching (OP), a new feature
that greatly reduces the downtime that was needed in previous releases for application
of Release Update Packs (RUPs), Critical Patch Updates (CPUs), and other patches and
bug fixes of various kinds.
Key Features
• In Release 12.2, all patching operations are carried out while the applications are in
use and users are online.
• Patching is performed using the new adop (AD Online Patching) utility.
• A short period of downtime is required, but this amounts to little more than a
restart of the services: the time the applications are unavailable is measured in
minutes rather than hours, and this can be specified to be at the most convenient
time.
Note: The classic patching model is designed to minimize downtime by
running as fast as possible, using whatever resources are needed. In
contrast, the online patching model is designed to minimize downtime
by allowing patching operations to be performed while users remain on
the system.
Principles

In essence, online patching is performed as follows:
1. A copy is made of the running system.
2. Patches are applied to the copy while users continue to access the running system.
3. Transparently to users, the copy becomes the new running system.
4. What was the original running system (now obsolete) is deleted.
This introduces the concept of a patching cycle that consists of several phases, in contrast
to the model used in previous releases. These phases are denoted prepare, apply,
finalize, cutover, and cleanup.
Note: For more information about online patching principles, see Oracle
E-Business Suite Concepts.
Implementation
Any mechanism that uses a copy of the running application must take into account that
an Oracle E-Business Suite application comprises both code and data, stored in the file
system and database.
The file system is the easier of the two to cater for, simply requiring an additional copy
to be created and maintained. The resulting dual file system consists of one file system
that is used by the running system and another one that is either currently being
patched, or (as will be the case for most of the time) standing ready to be patched. The
two file systems swap roles at the end of each patching cycle, with the transition between
them being managed by AutoConfig.
Creating a copy of the database portion of the running applications system is more
complex. It has been accomplished by taking advantage of the Oracle Database 11g R2
Edition-Based Redefinition (EBR) feature. This allows an application to efficiently store
multiple copies (editions) of its application definition in the same database, and thereby
enables online upgrade of the database tier.
The database patch edition only comes into existence during a patching cycle, and
becomes the new run edition at end of the cycle. The former database run edition (the
old edition) and the obsolete objects it contains are discarded at the end of a patching
cycle, and the space reclaimed during the cleanup phase.
Tools
Patching is performed by running the new adop (AD online patching) tool. This tool
invokes the adpatch utility that was run directly in previous releases of Oracle
E-Business Suite.
Warning: Running adpatch directly is not supported in an online
patching environment, except under explicit instruction from Oracle.

The adop tool orchestrates the entire patching cycle, and can be used to run individual
phases as required.
Note: For full details of adop features and options, refer to the Patching
section of Oracle E-Business Suite Maintenance Guide.
Enabling Online Patching
Complete the following steps to enable online patching after the upgrade has finished:
1. Verify the database version
Oracle E-Business Suite Release 12.2 Online Patching requires the database to be
upgraded to a minimum of version 11.2.0.3. Ensure that the database upgrade was
completed properly and without errors.
2. Ensure the required 11.2.0.3 patches for Release 12.2 have been applied
Review the Database Preparation Guidelines for Release 12.2 and ensure that all
patches listed are installed in your database. Do not proceed with the enabling
online patching process if all patches have not been installed. Refer to Database
Preparation Guidelines for an E-Business Suite Release 12.2 Upgrade (Doc ID: 1349240.1).
3. Run the Online Patching Enablement - Readiness Reports
Refer to Using the Online Patching Readiness Report in Oracle E-Business Suite Release
12.2 (Doc ID 1531121.1) for instructions on how to download these utilities.
You must run the following utility from the application tier APPL_TOP. It reports
EBR violations that include objects not complying with the EBR rule about
Non-Editioned Objects (data storage objects such as Tables and Materialized
Views), and referencing editioned objects (code objects such as: Packages, Triggers,
Object Types, and so on). This report also lists several naming standard violations
that must be fixed prior to applying the online patching enablement patch.
1. Initialize the Run File System environment:
source <RUN APPL_TOP>/<Instance SID>_<hostname>.env
Note: The subsequent steps assume that you are running in the
same session which was initialized with this environment file.
If you need additional operating system level sessions,
remember to initialize the environment with this same
environment file.
2. Create the online patching log file location and set it as the current directory:

mkdir $LOG_HOME/appl/op
cd $LOG_HOME/appl/op
3. Run the following Readiness reports:
• ADZDPSUM.sql - Provides a summary of the schemas that will be
editioned and also schemas with objects that depend on E-Business Suite
code that is recommended to be editioned. You can register these schemas
with the application by running the commands that will be listed in the last
section of this report. Oracle recommends that you run this report again
after the custom schemas are registered with the application. You should
run ADZDPSUM.sql repeatedly to handle dependent schemas until no
further EBR violations are reported.
Note: Enter the system password when prompted. You can
ignore APPS_NE, and ODM schemas which may appear in
section 2 of the report.
sqlplus system @$AD_TOP/sql/ADZDPSUM.sql
mv adzdpsum.txt adzdpsum_pre_dbprep.txt
• ADZDPMAN.sql - Lists objects with different categories of violations to
EBR rules that must be fixed prior to running the enablement process to
avoid errors during this process. Oracle recommends that you run this
report after all custom schemas are registered with the application
according to instructions in the above report ADZDPSUM.sql.
Note: Enter the system password when prompted.
sqlplus system @$AD_TOP/sql/ADZDPMAN.sql
mv adzdpman.txt adzdpman_pre_dbprep.txt
• ADZDPAUT.sql - This report lists all the objects with violations to the EBR
rules that will be fixed automatically from the enablement process. This
report is provided for information purposes and no action should be taken
from this report.
Note: Enter the system password when prompted.
sqlplus system @$AD_TOP/sql/ADZDPAUT.sql
mv adzdpaut.txt adzdpaut_pre_dbprep.txt
4. Fix Violations Listed in the Online Patching Readiness Report that Require
Manual Intervention
The Online Patching Readiness Report contains sections with different violation

types.
1. Review all sections listed from the ADZDPMAN.sql report. Follow instructions
in each section to fix violations.
Note: Many violations in the Readiness report can be
automatically fixed by registering your custom schemas.
Review the last section of the Summary Readiness Report
(ADZDPSUM.sql) for sample commands on how to register
your custom schemas.
The following schema should NOT be registered:
• SYS
• SYSTEM
• CTXSYS
Any dependency between these schemas and Editioned Objects
is a coding standards violation and must be fixed manually.
2. Oracle recommends that you perform the chosen fix by customizing template
file $AD_TOP/sql/ADZDPCUST.sql
3. Repeat the Run the Online Patching Enablement - Readiness Report step above until
all violations have been addressed.
5. Verify database tablespace free space
The Edition-Based Redefinition feature of Oracle Database 11gR2 requires
additional space for the dictionary tables that are used to manage editioned objects.
1. Initialize the Run File System environment:
source <RUN APPL_TOP>/<Instance ID>_<hostname>.env
2. Set the HOSTNAME environment variable before executing the online patching
tool adop.
• Check to ensure the environment variable HOSTNAME is set by running
the following:
$ echo $HOSTNAME
• If the HOSTNAME environment variable is not set, then run the following:
export HOSTNAME=<your-hostname-without-domain>

Note: Repeat the first step to ensure the environment
variable it set to the correct hostname.
• If the hostname is set but has the domain, then reset it without the domain.
For example:
echo $HOSTNAME
apcappsx2.au.oracle.com
export HOSTNAME=apcappsx2
3. Run the following report to retrieve the current tablespace free space:
perl $AD_TOP/bin/adzdreport.pl apps
1. Select option 3 - 'Other Generic Reports'
2. Select the next option - 'Free Space in Important Tablespaces'
Enter the password when prompted.
4. Ensure the following:
• SYSTEM Tablespace: has a minimum of 25 GB of free space
• APPS_TS_SEED Tablespace: has a minimum of 5 GB of free space
APPS_TS_SEED is used to host all tables that have been registered as seed
tables and that require seed data storage infrastructure.
• Add necessary space to the tablespaces if they do not contain the required free
space. Refer to Altering and Maintaining Tablespaces in Oracle Database
Administrator's Guide for details.
6. Run the Online Patching Enablement - Status Report
This report provides an overall status of the enabling online patching process. You
can run it before, during, and after the enablement patch is applied. At this stage,
you will receive report results before you enable online patching.
1. Set the current directory to $LOG_HOME/appl/op:
2. Run the report using the following command. Ensure that you verify any
invalid objects at this stage. Take special note to ensure that all online patching
objects (objects that match the pattern 'AD_ZD%') are valid:
sqlplus <apps username> @$AD_TOP/sql/ADZDEXRPT.sql

Note: Enter the apps password when prompted.
3. Save the output as pre_dbprep for future reference, such as:
mv adzdexrpt.txt adzdexrpt_pre_dbprep.txt
7. Ensure that all middle-tier E-Business Suite services are shut down
Verify that all middle-tier E-Business Suite services are shut down prior to applying
the Online Patching Enablement patch.
8. Download and apply the Online Patching Enablement patch
Download and apply the Online Patching Enablement patch: 13543062:R12.AD.C.
Use Autopatch in hotpatch mode to apply the patch.
Important: While applying the Online Enablement patch, you may
receive the following error: 'Attention: Adpatch should no longer
be used to apply patches. Please use ADOP tool for applying
patches.' If you receive this error, then you must use adop in
hotpatch mode to apply the enablement patch.
Monitor the Online Patching Enablement patch application.
The enablement patch application may take several hours to finish. You can
monitor its progress at any time by running the DDL Status Report
(ADZDSHOWDDLS.sql) as follows:
sqlplus <apps Username> @$AD_TOP/sql/ADZDSHOWDDLS.sql
This report lists a count of the DDL statements that are required to EBR enable your
environment. The report is organized by outcome of execution: 'Successfully
Executed', 'Not Executed', and 'Failed Execution'. At the end of the patch
application the report should have a zero count in the sections: 'Not Executed' and
'Failed Execution'. If the report contains 'Not Executed' and 'Failed Execution' items,
then report these failures to Oracle Support. You will be asked to provide the
output from the report, the patch log and all worker logs, and the online patching
enablement status report output. If there is any worker failure during the Online
Enablement patch, you should not ignore or skip the failed error. The issue should
be addressed before restarting the worker. Ignoring or skipping the error can cause
database corruption.
Note: In addition to the above outcomes, some DDL statements
may complete with a 'Warning' status.
9. Compile Invalid Objects (if any)

Connect to sqlplus as 'apps' and run the following:
exec sys.utl_recomp.recomp_parallel
10. Run the Online Patching Enablement Status Report after the Online Patching
Enablement patch has been applied
2. Run the Status Report immediately after the enablement patch completes:
sqlplus <Apps Username> @$AD_TOP/sql/ADZDEXRPT.sql
Note: You must provide the APPS schema password when
prompted.
The purpose of running this report at this stage is to identify and fix any errors that
occurred during the enablement process.
11. Re-run the Online Patching Enablement Readiness Report after the Online
Patching Enablement patch has been applied
2. Run the Readiness Report after the enablement patch completes:
sqlplus system @$AD_TOP/sql/ADZDPSUM.sql
Note: You must provide the SYSTEM schema password when
prompted.
mv adzdpsum.txt adzdpsum_post_dbprep.txt
sqlplus system @$AD_TOP/sql/ADZDPMAN.sql
mv adzdpman.txt adzdpman_post_dbprep.txt
sqlplus system @$AD_TOP/sql/ADZDPAUT.sql
mv adzdpaut.txt adzdpaut_post_dbprep.txt
The purpose of running this report at this stage is to ensure that all EBR
violations that could have appeared before enabling the online patching feature
are fixed.
12. Run the Online Patching Database Compliance Checker report to check for
coding standards violations
2. Run the Online Patching Database Compliance Checker report to check for

online patching database objects standards violations:
sqlplus <Apps Username> @$AD_TOP/sql/ADZDDBCC.sql
This utility reports all violations to the Online Patching Development Standards.
Refer to Database Object Development Standards for Online Patching in Oracle
E-Business Suite Developer's Guide. All Oracle E-Business Suite violations are fixed by
the 12.2 upgrade. You must fix any object listed in this report that is part of your
custom code. If you do not fix the violation, then you cannot leverage the online
patching infrastructure to patch the objects listed in this report.
Database Initialization Parameters
Oracle E-Business Suite Release 12.2 introduces a new database service called ebs_patch
that supports online patching. The 'service_names' parameter specifies one or more
names by which users can connect to an environment. The environment registers its
service names with the listener. When a user requests a service, the listener determines
which environments offer the requested service, and then routes the user to the most
appropriate environment.
For example:
service_names=%s_dbSid%,ebs_patch
The 'recyclebin' parameter must be turned off to allow the cleanup phase of the online
patching cycle to be performed without having to connect as SYS. This feature may still
be used at other times.
For example:
recyclebin=off
Note: The parameters described in this section apply to Oracle
E-Business Suite Release 12.2 on Oracle Database 11g Release 2
(11.2.0.3). For details, refer to Database Initialization Parameters for Oracle
E-Business Suite Release 12 (Doc ID: 396009.1).

Post Upgrade Tasks 5-1
5
Post Upgrade Tasks
• Review Post-upgrade Tasks
• Apply latest AD and TXK for Release 12.2
• Mandatory Steps for Custom Schema Upgrade for 11i / 12.0 / 12.1
• Applications Technology Tasks
• Financials and Procurement Tasks
• Channel Revenue Management Tasks
• Human Resources Tasks
• Projects Tasks
• Supply Chain Management Tasks
• System Administration
• System Maintenance Tasks
• Oracle XML Publisher
• Additional Tasks
Review Post-upgrade Tasks
This section provides a general checklist of tasks that are required to finish the upgrade.
Apply latest AD and TXK for Release 12.2 , page 5-3

Mandatory Steps for Custom Schema Upgrade
for 11i/12.0/12.1
, page 5-4
Reset ORACLE schema passwords
(recommended)
, page 5-6
Verify completion of concurrent programs
(recommended)
, page 5-6
Drop Obsoleted Product Schema (optional) , page 5-6
Drop dangling synonyms (optional) , page 5-7
Install online help (recommended) , page 5-7
Apply latest product patches (required) , page 5-7
Installing NLS upgrade patch driver and NLS
Online Help (conditional)
, page 5-8
Update and verify custom responsibilities
(conditional)
, page 5-9
Migrate the CUSTOM library (conditional) , page 5-9
Copy and re-customize modified scripts or
reports (conditional)
, page 5-9
Copy existing custom start scripts
(conditional)
, page 5-9
Review user responsibility assignments
(recommended)
, page 5-10
Associate organization names with custom
Alert definitions (conditional)
, page 5-10
Oracle E-Business Suite Integrated SOA
Gateway
, page 5-10
Oracle XML Gateway , page 5-11

Financials and Procurement Tasks , page 5-11
Channel Revenue Management Tasks , page 5-12
Human Resources Tasks , page 5-12
Projects Tasks , page 5-13
Supply Chain Management Tasks , page 5-13
System Maintenance Tasks , page 5-17
Oracle XML Publisher , page 5-19
Additional Tasks , page 5-20
Migrate Portlets Preferences Store , page 5-20
Apply latest AD and TXK for Release 12.2
1. Start up only the Weblogic Admin Server (required)
On Run File System, start up only the Weblogic Admin Server service using
adadminsrvctrl script as follows:
UNIX:
sh <ADMIN_SCRIPTS_HOME>/adadminsrvctl.sh start
Windows:
<ADMIN_SCRIPTS_HOME>adadminsrvctl.cmd start
2. Apply latest AD and TXK patchsets (required)
Post upgrade steps use AD Online Patching (adop). Therefore, you must apply the
latest AD and TXK patchsets before proceeding with the remaining post-upgrade
tasks. Refer to E-Business Suite-wide RUP, AD and TXK RUP Information, Release 12.2
(Doc ID 1583092.1) on My Oracle Support.
3. Synchronize values of APPLPTMP with UTL_FILE_DIR for PL/SQL based
Concurrent Requests (required)
Concurrent processing (CP) may run PL/SQL (inside of the database) that creates
output and log files using the utl_file package. On all CP nodes, ensure that the

$APPLPTMP environment variable on both the File Systems is set to the first
directory listed in the UTL_FILE_DIR parameter from the database's init.ora. If you
use a RAC database, then $APPLPTMP should point to a directory on a shared file
system visible to all the RAC nodes. This ensures that CP can locate the output and
log files created from PL/SQL.
Note: It is important to synchronize both File Systems as the
cutover process in the following step starts the Application Tier
Services including concurrent managers.
Mandatory Steps for Custom Schema Upgrade for 11i / 12.0 / 12.1
Note: You must upgrade to release 12.2.2 before performing the
following steps. Do not run adsplice when you are in release 12.2.0.
Custom product top and custom context variables are not synchronized and retained
during cloning because entry for the product in FND_OAM_CONTEXT_CUSTOM and
clone entry is missing for the upgraded custom products. In addition, <oa_customized>
block in the context file is not updated.
1. Updating the CONTEXT_FILE from the OAM window.
Note: You must follow the below steps to retain all custom
products.
Update the custom application from EBS OAM (Oracle Application Manager).
1. From the Oracle Applications Manager ssa page, navigate to:
System Administrator > Oracle Application Manager > License Manager >
SiteMap > AutoConfig > Manage Custom Parameters > ADD
2. Select Application Tier after clicking ADD.
3. Click Next. The Parameters window appears.

4. For a custom product, such as 'xxco', enter the parameters as shown below.
Note: the Product Type is PROD_TOP and OA_VAR has the prefix c_.
5. Select Next.
6. Verify that all values are correctly shown in the Confirmation window.
7. Select Finish in the Summary window.
8. After adding the custom product 'xxco', there will be an entry for the custom
product at the end of the $CONTEXT_FILE similar to the following:
<oa_customized>
<c_xxco oa_var="c_xxco"
scope="CUSTOM"oa_type="PROD_TOP"oa_enabled="FALSE"><APPL_TOP>/xxc
o/12.0.0</c_xxco>
</oa_customized>
Note: You must perform the above steps for each of the custom
products to be added.
2. Running adsplice.
For the custom products that already exist, in order to lay down the file system, you
must run adsplice on the Run File system. Refer to Creating a Custom Application in
Oracle E-Business Suite Release 12.2 (Doc ID: 1577707.1) for running adsplice.
3. Running Fs_clone.

After splicing all custom products on the Run File System, you must run adop
phase=fs_clone. This ensures that all custom products are synchronized to the other
file system.
Applications Technology Tasks
Complete the tasks in this section before completing product-specific tasks.
System Administration:
These tasks must be carried out regardless of the products that are active in your
system.
1. Reset ORACLE schema passwords (recommended)
During the upgrade, Rapid Install preserves the passwords that you set previously
for existing products. However, as it creates a schema for each new product
installed, it sets up a default password derived from the product abbreviation (short
name). To maintain product security, reset these default passwords now.
Note: See Oracle E-Business Suite Password Management in the Oracle
E-Business Suite Maintenance Guide.
2. Verify completion of concurrent programs (recommended)
The upgrade process creates numerous concurrent program requests. Once you
bring up the application tier, these programs run automatically to complete tasks
such as data cleanup and upgrades to historical data, among others.
Note: Before you continue, ensure that all concurrent programs
generated by the upgrade have run successfully.
3. Drop Obsoleted Product Schema (optional)
Note: This step should be executed only after completing the Verify
completion of concurrent programs post-upgrade task.
1. Ensure no objects exist in the product schema to be obsoleted. If objects exist in
the schema, then they should be removed before dropping the schema.
2. After determining the schema is empty and no customizations or dependencies
exist, the schema can be dropped using addropschema.sql.
Usage: sqlplus apps/<apps password>
@<AD_TOP>/patch/115/sql/addropschema.sql <SYSTEM_Password>

<APPLSYS_Schema> <Obsoleted_Product_Schema_Name>
Example: sqlplus apps/apps @<AD_TOP>/patch/115/sql/addropschema.sql
manager applsys bsc
3. Obsolete Product Schemas that can be considered for dropping include:
• ABM, AHM, AMF, AMW, BIL, BIV, BIX, BSC, CSS, CUE, CUF, CUI, CUN,
CUP, CUS, DDD, EAA, EVM, FEM, FII, FPT, FTP, GCS, HCC, IBA, IBP,
IGF, IGS, IGW, IMT, IPD, ISC, ITA, JTS, ME, MST, OKB, OKI, OKO, OKR,
OZP, OZS, PFT, POA, PSB, RCM, RHX, RLA, VEH, XNC, XNI, XNM, XNS,
ZFA, ZPB, ZSA.
• The following schemas must be retained to support technical dependencies
from other products:
HRI, BIM, OPI, PMI, ENI, PJI, FTE, EGO
Note: Some schemas may be active for other licensed
products although these products are listed as obsolete in
Planning for an Upgrade. In these cases, the functionality is
removed.
4. Drop dangling synonyms (optional)
After dropping obsoleted product schema, you must run the following script to
drop dangling synonyms:
sqlplus APPS/****@DB @$AD_TOP/sql/adzd_drop_synonyms.sql
5. Install online help (recommended)
Applies to 11i release level: All
TUMS step key: N/A
To install the American English online help, run the database portion of the online
help patch (u10201000.drv). It is located in $AU_TOP/patch/115/driver directory.
You must apply the American English online help patch driver
($AU_TOP/patch/115/driver/u10201000.drv) using AD Online Patching (adop) with
phase=apply hotpatch=yes and
options=nocopyportion,nogenerateportion,forceapply.
6. Apply latest product patches (required)
TUMS step key: N/A
Determine the latest product-specific patches. Then, download the American
English patches. You must apply the patches using AD Online Patching (adop).

Note: See Patch Wizard Main Page in Oracle E-Business Suite
Maintenance Procedures Guide.
If you have languages other than American English registered in your system, then
follow instructions in the following step.
7. Installing NLS upgrade patch driver and NLS Online Help (conditional)
TUMS step key: N/A
Note: If American English is the only language that is active in your
system, then you can omit this step. For additional NLS languages
active in the system, you can follow the steps below to install NLS
language software. Or alternatively skip this section, and complete
the American English Upgrade up to the recommended Release
Update Pack level, and then upgrade your NLS software for
existing languages using the Translation Synchronization Patch
followed by the NLS Online Help patch.
The NLS upgrade patch driver and the NLS Online Help patch must be called
through AD Online Patching (adop).
1. After you have successfully applied the American English unified driver,
download the NLS Release 12.2 software for each active language in your
system, and run each driver (u10124646.drv) on your Release 12.2 APPL_TOP.
Note that the NLS patch driver has the same name as the American English
patch driver. If you have applied any latest product patches in the previous
step, then download and apply the NLS equivalents of each American English
product-specific patch. As an alternative, you can upgrade your NLS software,
including the NLS versions of the latest product patches applied, by using the
Translation Synchronization Patch.
2. Follow instructions in the 'Post-Installation Tasks' section of the Oracle
E-Business Suite NLS Release Notes for your release level.
3. If you have installed American English Online Help in your system, then refer
to the 'Install Online Help' section of the Oracle E-Business Suite NLS Release
Notes for your release level.
Note: See Oracle E-Business Suite NLS Release Notes for your release
level for more information. See also Oracle E-Business Suite
Maintenance Guide for information about applying patches using
ADOP. See Requesting Translation Synchronization Patches (Doc ID:

252422.1) for more information.
8. Update and verify custom responsibilities (conditional)
Verify that all custom responsibilities use the correct menu. From the System
Administrator responsibility, navigate to Security > Responsibilities. Query each
custom responsibility and update as necessary.
9. Migrate the CUSTOM library (conditional)
Before you copy custom code in the CUSTOM library to the new directory
structure, refer to the backup you previously created and verify that the
customizations are valid for the new version of Oracle Applications.
For valid customizations, place a copy of the new CUSTOM library (CUSTOM.pll)
in a safe place. It is located in the $AU_TOP/resource directory (UNIX), or the
%AU_TOP%resource directory (Windows). Then, make a copy of the old Oracle
Forms CUSTOM library and place it in the new directory. Upgrade to Oracle Forms
Developer 10g by regenerating the library. Or, you can cut and paste the existing
custom code into the new library, and then regenerate it.
Note: See Using the CUSTOM Library in the Oracle E-Business Suite
Developer's Guide.
10. Copy and re-customize modified scripts or reports (conditional)
Copy custom shell scripts or reports to the custom application directories and
re-customize the copy as necessary.
Note: See Product Customization Standards in Oracle E-Business Suite
Developer's Guide.
11. Copy existing custom start scripts (conditional)
If you have customized the concurrent manager startup script
($FND_TOP/bin/startmgr.sh on UNIX), then you must copy the customized script
from the old environment to the new environment. You should then verify that
your customizations are valid for the new environment.
Warning: Oracle does not recommend customizing this script. If
you perceive a need to change this script, then contact Oracle
Support before making changes. For more information, see the
Oracle E-Business Suite Setup Guide.

Note: The default location in UNIX for the startmgr script is
$FND_TOP/bin. For more information, see the Oracle E-Business
Suite Setup Guide.
12. Review user responsibility assignments (recommended)
Although user/responsibility assignments are preserved during the upgrade, the
effective permissions granted by the seeded responsibilities, menus, functions, and
report security groups may have changed. Use the information on the Forms or
Security reports in the System Administrator responsibility to confirm that
permissions granted by responsibilities continue to meet the requirements of the job
roles (without granting more privileges than are necessary).
Note: See Organizing Programs into Request Groups in the Oracle
E-Business Suite Setup Guide for more information.
Alerts:
These tasks apply to Oracle Alerts.
1. Associate organization names with custom Alert definitions (conditional)
Manually update custom alerts that you want to assign to a particular organization:
1. As the Alerts Manager, navigate to the Alerts form (Alert > Define) and query
the definition.
2. Choose Alert Details, then display the Installations tabbed region in the Alert
Details window.
3. Enter the ORACLE ID and organization name that you want to run this alert
against.
4. Make sure you check Enabled before saving the changes.
Oracle E-Business Suite Integrated SOA Gateway:
Oracle E-Business Suite Integrated SOA Gateway requires manual post-installation
steps. If you want to use the Oracle E-Business Suite Integrated SOA Gateway feature
for Web service generation, deployment, and invocation, then perform the steps
documented in Installing Oracle E-Business Suite Integrated SOA Gateway, Release 12.2
(Doc ID: 1311068.1).
Note: After the upgrade, the deployed WSDL URL information has
already been changed. Therefore, you may have to replace it with the

new WSDL URL and service location or address accordingly in Web
service clients while invoking the deployed Oracle E-Business Suite
service. To ensure the backward compatibility, the previous 12.1.X
service endpoint (services deployed in Oracle E-Business Suite) will
continue to work at run time after the upgrade. New service endpoint
from Oracle SOA Suite server will be shown in the interface detail page
and should be used for client programs.
Oracle XML Gateway:
Complete the installation and setup tasks described in Installing Oracle E-Business Suite
Integrated SOA Gateway, Release 12.2 for enabling Oracle E-Business Suite Integrated
SOA Gateway and generic XML Gateway services.
Note: After the upgrade, the deployed WSDL URL for a generic XML
Gateway service will be changed. You may have to replace it with the
new WSDL URL and service location or address accordingly in Web
service clients while invoking the generic XML Gateway service. For
more information about XML Gateway Web services, see the Oracle
XML Gateway User's Guide.
Financials and Procurement Tasks
Complete the tasks in this section before you allow users to log on to Oracle Financials
and Procurement products.
Oracle Purchasing (available as part of Oracle Procurement) is integrated with Oracle
Transportation Management. If you have licensed both Oracle Transportation
Management and Oracle Purchasing and will use Oracle Transportation Management
with Oracle Purchasing, then perform the post-update steps outlined in Oracle
Transportation Management Integration with Oracle E-Business Suite Post-Update Steps,
Release 12.2.0 (Doc ID: 1362803.1).
Post Migration Verification Steps:
1. From the Collections Administrator responsibility, confirm the Collections Business
Level in the Setup Checklist.
2. From the System Administrator responsibility, start the concurrent program
Workflow Background Process for the following item types:
• IEXSTRY - IEX: Collection Strategy Work Flow
• IEXSTFFM - IEX: Strategy Fulfilment Mailer

• IEXSTRCM - IEX: Strategy Custom Work Flow
3. Run the script $IEX_TOP/patch/115/sql/iexumchk.sql to set the profile option Unit
of Measure (UOM) to 'time'.
Channel Revenue Management Tasks
In Release 12.2, only Fusion Middleware 11g is supported with Oracle Price Protection.
If you are using Fusion Middleware 10g with Oracle Price Protection, then you must
upgrade to Fusion Middleware 11g. See Oracle Support Document (Doc ID: 1096437.1)
for details.
Human Resources Tasks
Complete the task in this section before you allow users to log on to Human Resources
Management products.
Human Resources:
1. Apply latest HRMS Legislative Updates (required)
To maintain required legislative compliance, you must apply all legislative data
updates. The updates are maintained regularly to be in line with government and
country-specific legal requirements. See the latest HRMS (HR Global) Legislative
Data Patch (Doc ID: 1469456.1) for information and instructions on how to ensure
that your system is up to date.
Note: If you are using only Oracle HR Shared for use with another
Oracle E-Business Suite product, then DO NOT apply this
legislative data.
Payroll:
These tasks apply only to Oracle Payroll.
1. Install or Update Vertex for Payroll (required)
Oracle Payroll uses the Vertex Quantum Payroll Tax Series in the United States and
Canada. The HRMS data in this release contains version 3.1.0 of this third-party
product. If you run Oracle Payroll in the United States or Canada, then refer to
advanced configuration steps allowed by Payroll, and installing or updating the
Vertex software in Installing Quantum for Oracle Payroll (Doc ID: 224273.1).
2. Compile Japanese flexfields after generating messages (required)
Several of the Japanese Flexfields have value sets with translated prompts for some

of the Quickpick columns. These values must be seeded in the NLS language for the
flexfield to compile cleanly. The seeding occurs when the messages are compiled.
You may see some Japanese flexfields that appear as invalid. Resolve this issue by
using AD Administration first to generate messages, and then to re-generate
flexfields that failed to cleanly compile.
Projects Tasks
Compile all Fast Formulas via FFXBCP (Refer Doc ID 167689.1). This step applies to all
customers who are upgrading to Release 12.2 and want to use the HR Rate by Criteria
for labor rates, to be used in forecast or labor cost distribution in the Projects
application.
Supply Chain Management Tasks
Oracle Manufacturing Operations Center:
If you have licensed Oracle Manufacturing Operations Center, then perform the steps
outlined in Oracle Manufacturing Operations Center Installation Notes, Release 12.2 (Doc ID
1362948.1) for enabling this application.
Product Hub:
These tasks apply only to Oracle Product Hub.
1. Creating Versions of Item Catalog Categories
In EBS release 12.1.2 and higher, you can choose to create a different version of an
item catalog category (ICC) when you change a transaction attribute for structure
component in the ICC if you set the profile option "Enable PIM for Telco Features"
to Yes. When you enable the use of ICC versions, the system automatically creates a
draft version for every new ICC created. You cannot choose to create versions for
some ICCs, but not others. After upgrading from a release prior to 12.1.2 and after
setting the profile option "Enable PIM for Telco Features" to Yes, you must create a
released version for each existing ICC. Oracle provides an upgrade API that
automatically performs this task. A database administrator can invoke the upgrade
API from the back end after you set the profile option "Enable PIM for Telco
Features" to Yes.
Upgrade API Sample Call

DECLARE
uid NUMBER;
rid NUMBER;
rad NUMBER;
sgid NUMBER;
BEGIN
SELECT
USER_ID,RESPONSIBILITY_ID,RESPONSIBILITY_APPLICATION_ID,SECURITY_GRO
UP_I
D
INTO
uid, rid, rad, sgid
FROM
FND_USER_RESP_GROUPS
WHERE
USER_ID = (SELECT USER_ID FROM FND_USER WHERE USER_NAME ='SYSADMIN')
AND RESPONSIBILITY_ID =
(SELECT RESPONSIBILITY_ID FROM FND_RESPONSIBILITY_VL WHERE
RESPONSIBILITY_KEY = 'SYSTEM_ADMINISTRATOR');
FND_GLOBAL.apps_initialize (uid, rid, rad, sgid);
ego_p4t_upgrade_pvt.upgrade_to_pim4telco(null);
END
2. Licensing Product Hub for Communications
If you license Product Hub for Communications, release 12.1.2 or later, Oracle
Product Hub provides seeded libraries containing attribute groups, attributes, and
value sets that are used primarily within the Telecommunications industry. These
libraries are not automatically installed. The system administrator must run FND
load commands to upload each library after installing the Oracle Product Hub for
Communications patch. You can find these commands in the Seeded Item Metadata
Libraries appendix, Oracle Product Hub Implementation Guide, or in the patch readme
file.
3. Using the Packing Hierarchy Structure Type
If you have used the structure type Packaging Hierarchy in releases prior to 12.1,
note that only the preferred packaging structure from this structure type is
migrated over in the upgrade process. If you have defined multiple packaging
structures and want to migrate all of them, consider bringing them into the system
by transferring them into other structure types, at which time they will be treated as
regular structure types and not Packs.
4. Defining Item Pages for Item Organization Attribute Groups
Prior to Release 12.1.1, users were unable to define item pages by business entity, so
all item and item organization attribute groups appeared on item pages together.
Any item organization attribute groups in existence prior to Release 12.1.1 must be
added to item pages for the item organization business entity.

5. PIM publication web services require manual post installation steps
If you are using the Publication feature in Oracle Product Hub for Communications,
then perform the steps outlined in the Oracle Data Integrator Artifacts and Web
Services for Oracle Product Hub Release 12.2 (Doc ID: 1336146.1).
6. Monitor Deferred Upgrade Tasks (Conditional)
Applies to: N/A
A Concurrent program Items Data Scripts Execution (short name INVIDSEP) was
launched during the upgrade. To reduce downtime, the completion of this program
was deferred until the system came back online. It is executed when the concurrent
manager starts after the upgrade. You should monitor the completion of this
program.
7. Gather Table Statistics (recommended)
Considerable changes have been made to the data model that stores Item
user-defined attributes in Release 12.1.1. Oracle recommends gathering table
statistics for the following EGO tables:
• EGO_MTL_SY_ITEMS_EXT_B
• EGO_MTL_SY_ITEMS_EXT_TL
Oracle Shipping Execution:
Oracle Shipping Execution (available as part of Oracle Order Management) is integrated
with Oracle Transportation Management. If you have licensed both Oracle
Transportation Management and Oracle Order Management and will use Oracle
Transportation Management with Oracle Shipping Execution, then perform the
post-update steps outlined in Oracle Transportation Management Integration with Oracle
E-Business Suite Post-Update Steps, Release 12.2.0 (Doc ID: 1362803.1).
Note: The BPEL 10G integration is not supported in Release 12.2 (the jar
files will be removed). Only the SOA 11g integration processes are
supported from Release 12.2 forward. Therefore, customers upgrading
to Release 12.2 from Release 12.1.x must migrate to SOA 11G
integration and follow the documentation to deploy these processes. If
you are already using the SOA 11G integration in R12.1.3, then it is not
necessary to run the processes.

Oracle Value Chain Planning:
Oracle Value Chain Planning includes Advanced Supply Chain Planning, Demand
Planning, Inventory Optimization, Global Order Promising, Collaborative Planning,
Production Scheduling, Strategic Network Optimization, Service Parts Planning,
Advanced Planning Command Center, and Demand Signal Repository. If you have
licensed any of these products, then perform the steps outlined in Oracle Value Chain
Planning Installation Notes Release 12.2.0 (Doc ID: 1361221.1) to enable these applications.
If you are deploying Value Chain Planning Applications on a RAC RDBMS, then you
must also refer to RAC Configuration Setups For Running MRP Planning, APS Planning,
and Data Collection Processes (Doc ID: 279156.1) and RAC for GOP - Setups for Global Order
Promising (GOP) When Using a Real Application Clusters (RAC) Environment (Doc ID:
266125.1) to understand restrictions and requirements for running application processes
in a RAC environment.
Oracle Warehouse Management:
Oracle Warehouse Management is integrated with Oracle Transportation Management.
If you have licensed both Oracle Transportation Management and Oracle Warehouse
Management, and you plan to use Oracle Transportation Management with Oracle
Warehouse Management, then perform the post-update steps outlined in Oracle
Transportation Management Integration with Oracle E-Business Suite Post-Update Steps,
Release 12.2.0 (Doc ID: 1362803.1).
Note: The BPEL 10G integration is not supported in Release 12.2 (the jar
files will be removed). Only the SOA 11g integration processes are
supported from R12.2 forward. Therefore, customers upgrading to
R12.2 from R12.1.x must migrate to SOA 11G integration and follow the
documentation to deploy these processes. If you are already using the
SOA 11G integration in R12.1.3, then it is not necessary to run the
processes.
Oracle Complex Maintenance Repair and Overhaul:
Complete the installation, configuration, and deployment steps to use Oracle BPEL
Process Manager 11g with Oracle E-Business Suite Release 12.2. See Deployment Guide:
Complex MRO BPEL Processes, R12.2 (Doc ID: 1366594.1).
System Administration
This section applies to all users, regardless of which products are registered as active.
1. Configure SSL for Web Services (conditional)
If you have implemented Secure Sockets Layer (SSL) and plan to use Web Services,
then you must generate certificates using the Oracle Wallet Manager from your

Oracle E-Business Suite Server home ($IAS_ORACLE_HOME). Set up a password
to protect your certificates.
Note: See Enabling SSL in Oracle E-Business Suite Release 12.2 (Doc
ID: 1367293.1) for more information.
Use the Oracle Wallet Manager to generate the Wallet file. Then, follow these steps
to complete the configuration:
1. Set the s_websrv_wallet_file parameter in the Applications context file to the
location of the Web Services Wallet file. Note that the value is a file location, not
a URL.
UNIX:
/etc/ORACLE/Wallets/system1/exported_wallet
Windows:
d:oraclesystem1exported_wallet
2. Place the exported file in this location.
3. Provide the password for the exported Wallet file by running the following
script:
$FND_TOP/patch/115/sql/txkSetWalletPass.sql
System Maintenance Tasks
After you have verified that the system and the product upgrades are complete,
perform the "clean-up" tasks described in this section.
System Maintenance:
1. Delete obsolete product files (recommended)
Delete the product files for the previous release (if you have not done so already).
You may want to retain report output files or customized programs. Output files
are stored in the old log and output subdirectories under each product's top
directory, under the log and output directories you created, or under a common
directory.
To remove obsolete files for an old release, change to the top directory of that
release and enter the following command:
UNIX:
$ rm -rf <old APPL_TOP>
Here is an example:
$ rm -rf /d01/appl/r10

Windows:
C:> rd /s /q <old APPL_TOP>
Here is an example:
C:> rd /s /q APPL110
2. Register new products (conditional)
New products added since Release 12 are not automatically registered in the
database. If you intend to use new products, then register them using License
Manager. See Oracle E-Business Suite Maintenance Guide for instructions.
3. Update Java Color Scheme profile option for selected users (conditional)
By default, the Java Color Scheme profile option should be set to "standard" for all
sessions for optimal system response time. The upgrade process sets this default
value for all instances. However, setting this profile option to a different value may
work better for some systems. See Oracle E-Business Suite Setup Guide and Oracle
E-Business Suite User's Guide for more information.
4. Complete Transport Agent setup (conditional)
If you are using a proxy server to handle your outbound Oracle Transport Agent
requests, then set following OXTA parameters in the container configuration:
• OXTAOutUseProxy=True
• OXTAOutProxyHost=<Your proxy server name>
• OXTAOutProxyPort=<Your proxy server port>
To set the parameters, go to the Oracle Applications Manager Site Map and choose
AutoConfig > Applications Node > Edit Parameters. Then, use the Search field to
find OXTA. After you set the parameters, run AutoConfig to regenerate the
wls.properties file
(FMW_Home/Oracle_EBS-app1/applications/oafm/APP-INF/wls.properties).
Note: See Oracle XML Gateway User's Guide for more information.
5. Complete Setup for Oracle XML Gateway (required)
The Oracle XML Gateway engine uses style sheets from an operating system
directory you specify in the UTL_FILE_DIR database initialization parameter for
your Applications instance. You must also specify the same directory in the ECX:
XSLT File Path profile option. The value you specify for both the parameter and the
profile option must be an absolute path and cannot contain a symbolic link or other
operating system-specific parameters.
Also, ensure that the following profile options are set at site level for Oracle XML

Gateway. If you have previously set these profile options, then no action is
necessary, as the upgrade preserves these values.
Profile Option Description
ECX: XSLT File Path Path to the directory specified as the
location for style sheets to be used for XSLT
transformations. It must be one of the valid
values specified in the UTL_FILE_DIR
database initialization parameter. Ensure
that there is no slash at the end of the
directory name.
ECX: System Administrator Email Address Address to which Oracle XML Gateway
error notifications should be sent.
ECX: Server Time Zone Time zone the database server is running in.
Note: See Oracle XML Gateway User's Guide for more information.
Oracle XML Publisher
These tasks apply to all users, regardless of which products are registered as active.
1. Enable PDF printing (required)
The PDF Publisher print style and PASTA_PDF printer driver provide the
capability to print PDF files using a third-party utility. You can use this style and
driver to print a generated PDF. The Pasta Universal Printer type has been
associated with the style and driver for ease of use.
Note: See Oracle XML Publisher Administration and Developer's Guide
for configuration steps.
2. Specify a temporary directory for XML Publisher (required)
Use the Oracle XML Publisher's Administration interface to assign a temporary
directory for the site level. The temporary directory improves performance and
allows unlimited XML file size.
Note: See Oracle XML Publisher Administration and Developer's Guide
for more information about this directory.

Additional Tasks
This section points to additional tasks that may be necessary, and suggests
documentation that describes those tasks.
Migrate Portlets Preferences Store
If you are using Oracle E-Business Suite portlets, then copy the Portlets Preference Store
directory from your Oracle E-Business Suite Release 12
10_1_3_Oracle_Home/portal/portletdata directory to your new Oracle E-Business Suite
Release 12.2 $MW_HOME/oracle_common/portal/portletdata directory.
Refer to section 15.4.2.4.2 'Migrating Customizations from the Default Production
Location' in the Oracle Fusion Middleware Upgrade Guide for Oracle SOA Suite, WebCenter
Portal, and ADF 11g Release 1 (11.1.1.7.0) (Part Number E10127-07).
Note: This applies to all customers using Oracle E-Business Suite
portlets with EBS 12.1.3, regardless of whether they integrate with
Oracle Portal or Oracle WebCenter consumer.
For Portal 10g
Oracle E-Business Suite customers upgrading from 12.0 or 12.1 to 12.2 and already
having Oracle Portal 10g configured:
1. Upgrade Oracle Portal 10g to Oracle Portal 11g as described in section 10 of the
Integrating Oracle Portal 11.1.1 with Oracle E-Business Suite Release 12 document on
My Oracle Support (Document ID: 1074334.1).
2. Migrate Portlets Preferences Store.
For Portal 11g
Oracle E-Business Suite customers upgrading from 12.0 or 12.1 to 12.2 and already
having Oracle Portal 11g configured:
1. Migrate Portlets Preferences Store.
Regenerate Business Views (conditional)
If you are using Business Views, then regenerate your business views by running the
Generate Business Views by Application concurrent program using the Business View Setup
responsibility:
• Logon to Oracle E-Business Suite as SYSADMIN.

• Select the Business Views Setup responsibility.
• Navigate to Reports > Run > Pick Single Request > Generate ALL Business Views.
If you don't have the Business Views Setup responsibility assigned to the SYSADMIN
user, then complete the following:
• Logon to Oracle E-Business Suite as SYSADMIN.
• Select the System Administrator responsibility.
• Navigate to Security > User > Define and add responsibility Business Views Setup to
the SYSADMIN user.
Review System Updates
Release update packs (RUPs) are released a regular intervals, generally quarterly or
twice a year. Each RUP is cumulative - it delivers error corrections and system updates,
not only for the most current release update pack, but also for all the RUPs that
preceded it. You can apply the latest release update pack (RUP) to keep your system at
the most current release level available.
Note: See Oracle Applications Documentation Resources, Release 12.2. This
documentation road map contains links to the readmes that describe all
release update packs made available since the initial release of Oracle
Applications 12.2. See also Oracle Applications Release Notes.
Understand Oracle E-Business Suite System Administration Tasks
Make sure you are completely familiar with the information in the Oracle E-Business
Suite System Administrator's Documentation Set. In addition, you should understand the
information in the Oracle E-Business Suite Maintenance Guide, Release 12.2. This document
contains important details about AD utilities, as well as instructions on how to patch
your system and perform manual maintenance tasks.
Implement New Product and Country-specific Functionality
Refer to the implementation or setup guides (or implementation or setup section of the
user's guides) associated with the Oracle E-Business Suite products in your system for
instructions on implementing or setting up new products and features.
Resize the Database
The size of the production database depends on the products that you have licensed
and the additional features (such as multiple languages or multiple organizations) that
you have configured in your system. Refer to the product-specific documentation.

Back Up Oracle E-Business Suite
Perform a full system backup of your Oracle E-Business Suite environment including
COMMON_TOP, APPL_TOP, the technology components, and the database.
Log On to Oracle E-Business Suite
To start Oracle E-Business Suite and access all Oracle E-Business Suite products, go to
the Oracle E-Business Suite Login page, located at the following URL:
http://<host name>.<domain name>:<HTTP port>/OA_HTML/AppsLogin
For example:
http://oraapps1.example.com:8000/OA_HTML/AppsLogin
The system administrator should log on the first time using the sysadmin logon account
that is pre-configured in the Applications installation. Use the System Administrator
responsibility to launch an Oracle E-Business Suite session where you can complete the
required implementation steps.
Note: See the Oracle E-Business Suite Setup Guide. See also the Oracle
E-Business Suite User's Guide.

Financials Upgrade Impact A-1
A
Financials Upgrade Impact
This appendix covers the following topics:
• About Business Impact and Functional Changes
• Financials and Procurement Products
About Business Impact and Functional Changes
An Applications upgrade alters both the technical and functional aspects of your Oracle
E-Business Suite system. In addition to changes to the technology stack and file system,
an upgrade also initiates specific changes that affect the way your existing products
work after the upgrade and the way they look and feel. These functional changes have
an impact on the way you use the products as you conduct your daily business.
Note: This appendix describes some of the ways the upgrade changes
your existing products. We assume that you have read about the new
features and products delivered in this release, which is included in the
product-specific Release Content Documents (RCDs) and TOI, on My
Oracle Support.
The discussions of the functional aspects of the upgrade in this appendix are arranged
by products within the Financials and Procurement product family.
Financials and Procurement Products
Changes to the products in this section affect Financials and Procurement products.
Before you begin the upgrade, your Financials and Procurement application specialists
should have made plans to accommodate the relevant changes.
Advanced Collections
Changes to Oracle Advanced Collections in the upgrade are described in this section.

A-2 Oracle E-Business Suite Upgrade Guide
Multiple Level Strategy Support
Advanced Collections allows you to define different strategy levels by Operating Unit
separate from the System level. The strategy levels can also be overridden at Party level.
Advanced Collections supports the setting for certain Operating Units by Dunning and
certain Operating Units by Strategy.
Stage Dunning Support
Advanced Collections supports the Staged Dunning method separate from the Days
Overdue method. In addition, while creating Overdue Dunning Plans, you can specify
the Include Current, Include Disputed Items, Include Unapplied Receipts, and Use
Grace Days options.
Collections Manager Functionality
Collections Manager Functionality has been rewritten using OA Framework which
allows sorting and filtering for a particular account.
New Scoring Engines
A new scoring engine is seeded with Pre-delinquency status at Invoice level. In
addition, a Quick scoring engine has been added that only processes invoices closed in
the last 60 days rather than all invoices. You can test the Scoring Engine for a particular
account from the Collections Scoring Admin window instead of running the batch
program to verify the score engine setup.
Strategy Improvements
Advanced Collections allows editing of 'To be created' work items. The 'To be created'
work items in the current strategy can be overwritten with new Pre-wait/Post-waits and
Collector without creating new Work Items.
Lease and Finance Management
Improved Disbursements and Payables
oklupdpassthrupaydate.sql: This script updates the contracts having a NULL
pass-through pay start date. It updates the pass-through pay start date with the
Effective from date of Fee/Service.
oklcrctptpaygrouppmntterm.sql: This script identifies contracts having a NULL pay
group or payment term for base and evergreen pass-through terms, and updates those
values based on supplier and supplier site setup. If the supplier setup does not exist,
then it defaults the pay group and payment term appropriately.

Financials Upgrade Impact A-3
Improved Customer Billing
oklupdinvfrmtid.sql : This script upgrades the contract billing invoice format rules and
replaces the invoice format information from name to id.
oklvarast.sql: This script upgrades interest billing streams with stream purposes
VARIABLE_INTEREST, INTEREST_CATCHUP and VARIABLE_LOAN_PAYMENT. It
historicizes the contract level streams and generates streams at the asset level by
prorating the contract level streams. It also upgrades the calculated variable rate
parameters to be at asset level by prorating the contract level calculated variable rate
parameters.
Improved Pricing
oklupdincomefee.sql: This script upgrades contracts that have Income Fees with a
single payment. It updates the origination income on Income Fee lines with the fee line
amount. Incomes fees with recurring payments continue to have origination income as
NULL.
Improved Contract Authoring
oklreamg.sql: This script upgrades contracts that have re-leased assets. It updates the
re-leased asset indicator for assets based on the re-leased asset indicator on the contract
header.
okltxsalmg.sql: This script upgrades contracts that have not yet been booked, including
contracts undergoing revision that have not yet been completed. It updates the salvage
value for tax books in the internal asset transaction tables based on salvage value rules
applicable to the tax book.

Human Resource Management Upgrade Impact B-1
B
Human Resource Management Upgrade
Impact
This appendix describes the way the upgrade affects your existing Oracle Human
Resource Management System (HRMS) products, and highlights the impact of these
functional changes on your day-to-day business. This section contains products in the
HRMS product family, arranged alphabetically.
• Human Resource Management Systems (HRMS)
• Oracle Payroll
• Oracle iRecruitment
• Oracle Performance Management
• Oracle Succession Planning
work after the upgrade, and the way they look and feel. These functional changes have
your existing products. Oracle assumes that you have read about the
new features and products delivered in this release, which is included
in the product-specific Release Content Documents (RCDs) and TOI on
My Oracle Support.
The discussions of the functional aspects of the upgrade in this chapter are arranged by

B-2 Oracle E-Business Suite Upgrade Guide
products within the HRMS product family.
Human Resource Management Systems (HRMS)
Your HRMS applications specialists should be completely familiar with the information
in this section and should make appropriate plans to accommodate the associated
changes before you begin your upgrade.
Oracle Payroll
Sparse Matrix
Sparse Matrix functionality is automatically enabled in release 12.2. This effectively
prevents the creation of null run result values if all run result values are null for the
given run result. There is no need to run the ENABLE_SPARSE_MATRIX upgrade
program.
Review the Sparse Matrix Null Result Values Upgrade program.
It is enabled for each legislation and requires a row in the pay_upgrade_legislations
table for the definition SPARSE_MATRIX. The process purges old (null) run result
values that would not have been created if the Sparse Matrix functionality had been
used within the Payroll processes (such as Run, QuickPay, and so on.)
Oracle iRecruitment
Improved Performance of the Recruitment Summary Report
To improve performance and display recruitment summary details faster when
handling huge volumes of recruitment data, iRecruitment now summarizes the
recruitment data into summary tables. You must run the new iRecruitment Recruitment
Summary program to populate the recruitment summary data in summary tables.
Oracle Performance Management
This section outlines changes made to Oracle Performance Management.
Reference to Talent Management Replaced with Performance Management
Oracle Performance Management is licensed as a separate product as of June 18th, 2007.
If you purchased a Self-Service HR license before June 18th, 2007 and have an Oracle
Human Resources (HR) license, then you can use Oracle Performance Management.
The purchase of a Self-Service HR license on or after June 18th, 2007 does not permit the
use of Performance Management. You must purchase a separate Performance

Human Resource Management Upgrade Impact B-3
Management license in addition to an Oracle Self-Service HR license to use the
Appraisals, Questionnaire Administration, and Objectives Management self-service
functions. With this change, all references to Talent Management are replaced with
Performance Management.
Oracle Succession Planning
UI for Succession Planning
Oracle Succession Planning is a newly licensable product that is available for Oracle
E-Business Suite 12.1.1 customers. Oracle Succession Planning includes the following
three functions:
1. Succession Plans
2. Suitability Matching
3. Talent Profile
Note: For details, see Introducing Oracle Succession Planning Release
12.1.1 (Doc ID: 870119.1). See also Talent Profile and Succession Planning
in Oracle Self-Service HR and Oracle Succession Planning – A Comparative
Note. Note ID: 861499.1

Supply Chain Management Upgrade Impact C-1
C
Supply Chain Management Upgrade Impact
• Oracle Product Hub
work after the upgrade and the way they look and feel. These functional changes have
your existing products. We assume that you have read about the new
features and products delivered in this release, which is included in the
product-specific Release Content Documents (RCDs) and TOI on My
Oracle Support.
The discussions of the functional aspects of the upgrade in this chapter are arranged by
products within the Supply Chain Management product family.
Oracle Product Hub
Changes for Oracle Product Hub (previously known as Oracle Product Information
Management or PIM) are described in this section.
Versioning of Item Catalog Categories and Value Sets
You can now create versions for item catalog categories and certain types of value sets.
Versioning is possible only if the profile option Enable PIM for Telco Features is set to Yes.

C-2 Oracle E-Business Suite Upgrade Guide
For versioning pre-upgrade item catalog categories, see the post-upgrade tasks section.
For versioned item catalog categories, only transaction attributes and structures can be
maintained within versions.
Related Documents
Because Oracle Document Management and Collaboration (DOM ) product is obsoleted
in Release 12.2, the Related Documents feature is not available for Items and Change
Orders.
Attachments Framework
Release 12.2 supports only WebDAV (Web-based Distributed Authoring and
Versioning) integration mode to content management repositories. Webservice
integration mode is not supported. Therefore, on the Repositories Setup page, only the
WebDAV protocol option is available under Integration mode. Existing Repositories
with Webservice integration mode does not display.
Global Data Synchronization Network (GDSN)
Both Demand-Side Product Data Synchronization for GDSN and Supply-Side Product
Data Synchronization for GDSN is obsolete. Functionality related to this is not be
visible.

Product Documentation List D-1
D
Product Documentation List
• Applications Technology
• Supply Chain Management
Applications Technology
Best Practices for Securing Oracle Applications Release 12.2
Oracle E-Business Suite Concepts
Oracle E-Business Suite Developer's Guide
Oracle Application Framework Developer's Guide (Doc ID: 1315485.1)
Oracle Application Framework Personalization Guide
Oracle E-Business Suite Installation Guide: Using Rapid Install
Oracle E-Business Suite Multiple Organizations Implementation Guide
Oracle E-Business Suite Setup Guide
Oracle E-Business Suite Maintenance Guide
Oracle E-Business Suite Security Guide
Oracle E-Business Suite User Interface Standards for Forms-based Products
Oracle E-Business Suite Integrated SOA Gateway Implementation Guide
Oracle XML Gateway User's Guide
Oracle XML Publisher Administration and Developer's Guide (available within the Oracle
E-Business Suite online help)
User Preferred Time Zone Support in the Oracle Applications Release 12 (Doc ID: 402650.1)
Using AutoConfig to Manage System Configurations with Oracle Applications 12 (Doc ID:
387859.1)

D-2 Oracle E-Business Suite Upgrade Guide
Supply Chain Management
OPM System Administration User's Guide
Oracle Advanced Supply Chain Planning Implementation and User's Guide
Oracle Bills of Material User's Guide
Oracle Cost Management User's Guide
Oracle Inventory Optimization Implementation and User's Guide
Oracle Inventory User's Guide
Oracle Manufacturing Operations Center Implementation Guide
Oracle Manufacturing Operations Center User's Guide
Oracle Mobile Field Service Post-upgrade Instructions for Oracle Applications Release 12
Oracle Order Management Implementation Manual
Oracle Order Management User's Guide
Oracle Product Hub Implementation Guide
Oracle Product Hub User's Guide
Oracle Service Contracts Implementation Guide
Oracle Service Contracts User's Guide
Oracle Shipping Execution User's Guide
Oracle Shop Floor Management User's Guide
Oracle Warehouse Management User's Guide

Index-1

Index
A
Additional Post Upgrade Tasks, 5-20
Advanced Collections
financials upgrade impact, A-1
Alerts, 5-10
Application DBA (AD) Tasks, 2-3
Applications Technology Tasks, 2-3, 5-6
system administration, 5-6
Applying AD 12.2 Upgrade Driver, 3-4
Applying Consolidated Upgrade Patches (CUPs),
3-4
Apply latest AD and TXK for Release 12.2, 5-3
Associating Organization Names with Custom
Alert Definitions , 5-10
B
Backing Up, 1-12
Backing Up Oracle E-Business Suite, 3-5
Backing Up the Database, 3-4
Business Impact and Functional Changes, 1-4
C
Channel Revenue Management Tasks, 5-12
Components and System Requirements, 1-6
Copying and Re-customizing Modified Scripts or
Reports, 5-9
Copying Existing Custom Start Scripts, 5-9
CPU Requirements, 1-7
Cross-Product Functionality, 1-16
Customer Relationship Management Tasks, 2-4
Customized Environments, 1-15
Customized Help Files, 1-16
D
Database and System Administration Tasks, 2-1
Database Initialization Parameters, 1-12
Database Upgrade Requirements, 1-1
Determining Upgrade Tasks, 1-13
Disable AOL Audit Trail, 3-2
Disabling Custom Triggers, Constraints, and
Indexes, 3-3
Disabling Maintenance Mode, 3-5
Disk Space Requirements, 1-8
Dropping Dangling Synonyms, 5-7
E
EBS Online Patching, 4-1
Edition-Based Redefinition, 4-2
Enable PDF printing, 5-19
Enabling Online Patching, 4-3
Downloading and applying the Online
Patching Enablement patch, 4-7
ensuring the required 11.2.0.3 patches for
Release 12.2 have been applied, 4-3
fixing violations listed in the Online Patching
Enablement - Readiness Report, 4-4
running the Online Patching Database
Compliance Checker report, 4-8
running the Online Patching Enablement -
Readiness Report, 4-3
running the Online Patching Enablement -
Status Report, 4-6
shutting down middle-tier services, 4-7

Index-2
verifying database tablespace free space, 4-5
verifying the database version, 4-3
Ensuring Maintenance Mode is Enabled, 3-4
eTRMs
importance of, 1-5
F
Financials and Procurement Products
Financials and Procurement Tasks, 2-5, 5-11
Finish the Upgrade, 3-6, 3-6
configure applications client software, 3-9
configure the instance, 3-6
integrate custom objects, 3-10
reapply customizations, 3-9
re-enable custom triggers, 3-10
Functional Upgrade Tasks
upgrade overview, 1-5
G
General Information and Required Tasks
H
HRMS Upgrade Impact
about business impact and functional changes,
B-1
HRMS, B-2
iRecruitment, B-2
Payroll, B-2
Performance Management, B-2
Succession Planning, B-3
Human Resources Tasks, 5-12
L
Languages, 1-14
character sets, 1-15
language status, 1-15
Lease and Finance Management
M
Maintenance Mode, 1-13
Maintenance Wizard
description of, 1-13
Memory Requirements, 1-8
Migrate Portlets Preferences Store, 5-20
Migrating Database to Oracle 11g Release 2, 3-3
Migrating the CUSTOM Library, 5-9
N
NLS Upgrade Considerations, 1-14
O
Obsolete Products in Release 12.2, 1-2
Obsolete Technology Integrations, 1-9
Online Patching
enabling online patching, 4-3
overview, 4-1
Gateway, 5-10
Oracle XML Gateway, 5-11
Oracle XML Gateway Setup, 5-18
Oracle XML Publisher, 5-19
Overview
functional upgrade tasks, 1-5
general information and required tasks, 1-4
technical upgrade tasks, 1-5
upgrade, 1-1
Overview of Online Patching, 4-1
P
Perform the Upgrade, 3-1
disable AOL audit trail, 3-2
shutting down application tier listeners and
concurrent managers, 3-3
Post Upgrade Steps
mandatory steps for custom schema upgrade
11i / 12.0 / 12.1, 5-4
Post Upgrade Tasks, 5-1
alerts, 5-10
backing up Oracle E-Business Suite, 5-22
Channel Revenue Management tasks, 5-12
Financials and Procurement tasks, 5-11
Human Resources Tasks, 5-12
implementing new product and
country-specific functionality, 5-21
logging On to Oracle E-Business Suite, 5-22
migrate portlets preferences store, 5-20
Oracle Complex Maintenance Repair and

Index-3
Overhaul, 5-16
Gateway, 5-10
Oracle Manufacturing Operations Center, 5-13
Oracle Shipping Execution, 5-15
Oracle Value Chain Planning, 5-16
Oracle Warehouse Management, 5-16
Oracle XML Gateway, 5-11
Product Hub, 5-13
Projects tasks, 5-13
resizing the database, 5-21
reviewing post-upgrade tasks, 5-1
review system updates, 5-21
Supply Chain Management tasks, 5-13
system maintenance tasks, 5-17
understanding Oracle E-Business Suite System
Administration tasks, 5-21
Prepare for the Upgrade, 2-9
Preparing for an Upgrade
migrate or upgrade your database to Oracle
11g Release 2, 2-12
Preparing for the Upgrade
application DBA (AD) tasks, 2-3
applications technology tasks, 2-3
customer relationship management tasks, 2-4
database and system administration tasks, 2-1
financials and procurement tasks, 2-5
gather schema statistics, 2-9
Human Resource Management (HRMS), 2-6
install JRE on the database tier, 2-10
perform a system backup, 2-12
review upgrade tasks, 2-1
Rrun Rapid Install, 2-11
supply chain management tasks, 2-7
Product Documentation
Supply Chain Management, D-2
Product Patches
applying latest, 5-7
Product-specific Considerations, 1-16
Projects Tasks, 5-13
R
Reference Information
finding, 1-5
Regenerating Business Views, 5-20
Release 12.2 Architecture, 1-11
application tier, 1-11
Release Content Documents
importance of, 1-5
Renamed Files
protecting data in, 1-15
Resetting init.ora Parameters, 2-11
Reviewing Post-upgrade Tasks, 5-1
Reviewing Security Practices, 3-5
Reviewing User Responsibility Assignments, 5-
10
Review Upgrade Tasks, 2-1
Running the American English Upgrade Patch
Driver, 3-4
S
Scheduling Time for an Upgrade, 1-12
Shutting Down Application Tier Listeners and
Concurrent managers, 3-3
Software Requirements, 1-7
SSL for Web Services, 5-16
Supply Chain Management Tasks, 2-7, 5-13
Supported Upgrade Paths, 1-1
System Administration, 5-16
System Maintenance Post Upgrade Tasks, 5-17
T
Technical Upgrade Tasks
Technology Stack Components, 1-6
Temporary Directory for XML Publisher, 5-19
Test Upgrade, 1-14
The Upgrade Process, 1-2
TOIs
importance of, 1-5
Transport Agent Setup, 5-18
U
Updating and Verifying Custom Responsibilities,
5-9
Updating init.ora with Upgrade Parameters, 3-3
Upgrade
business impact, 1-4
database upgrade requirements, 1-1
general functional tasks for, 1-5
general technical tasks for, 1-5

Index-4
obsolete products, 1-2
overview, 1-1
required reading, 1-5
supported upgrade paths, 1-1
the upgrade process, 1-2
Upgrade By Request, 1-14
Upgrade Patch
installing NLS upgrade patch driver, 5-8
Upgrading to Release 12.2, 3-1
User Preferred Time Zone Support, 1-14
V
Verifying Completion of Concurrent Programs,
5-6
W
Web Services, 1-7

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