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Proactive Best Practices for the

E-Business Suite
Session ID#: 15248

Resolve problems before they impact


your system! Harness the power of
Oracle Proactive tools and offerings
Prepared by:
Deidre Engstrom
Proactive Support, Oracle E-Business Suite
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

REMINDER
Check in on the
COLLABORATE mobile app

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement


The following is intended to outline our general product
direction. It is intended for information purposes only,
and may not be incorporated into any contract.
It is not a commitment to deliver any material, code, or
functionality, and should not be relied upon in making
purchasing decisions. The development, release, and
timing of any features or functionality described for
Oracles products remains at the sole discretion of Oracle.

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Introductions
Deidre Engstrom Senior Director,
Oracle E-Business Suite, Proactive Support
Broad background with Oracle
Developer with Oracle tools and database
Implementing financials systems and Oracle Applications
Supporting Oracle Applications
Current: Started the EBS Proactive support team 3 years ago
Deidre.Engstrom@ORACLE.COM Phone: +1 407-458-1818

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

GET PROACTIVE
With Oracle Premier Support

What is Get Proactive all about?


Avoid the unexpected. GET PROACTIVE!

Want even more?

Prevent is about staying healthy, detecting


and solving issues before they have an
impact on your software and systems

Connection is a key enabler for


advanced proactive capabilities.

Resolve is about detection capabilities and


diagnostic tools to help you implement the
right corrective actions
Upgrade is about doing it right the very first
time, ultimately creating a streamlined,
reliable, and repeatable process

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Look for this image throughout


the presentation as we identify
specific Oracle proactive support
capabilities unlocked when you
Get Connected

432.1

Achieve Success
With Oracle Support Best Practices

Lower Cost Preventive System


Maintenance
Higher Business Value Maximize
System Performance
Reduced Risk Boost Uptime

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

432.1
Get Proactive
Introducing Analyzers
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Analyzer: A Powerful healthcheck and diagnostic


WHAT IF?
You could run a single healthcheck to automatically

review a multitude of documents relating to your


issue?
The healthcheck highlighted issues you didnt even

realize you had?


You got a graphical, easy to read document that

summarized all that information for you?


Welcome the Oracle Analyzer!
Analyzers were created to automate our knowledge

content and make it easy and faster for you to


troubleshoot your issues.
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Benefits of using an Analyzer


Built to address known questions / issues within the products
Automates large amounts of complex content and scripts into an easy to use interface
Built to address common issues, those that are researched often, or complex items

Provides graphical, easy to follow output

Puts troubleshooting tools in the hands of your end-users


Can be scheduled and run via a concurrent process
Use a Range or Date scan for proactive review

VERY positive feedback from customers


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Content Automation
Problem signatures and corresponding solutions are pulled from

content and automated


Dozens of signatures pulled into an analyzer

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Easy to read Output

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Enable functional super users


Analyzers accessible through concurrent programs (most)
Concurrent program security allows for configurable access

Can also run as standalone script

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Proactive Monitoring
Scan for top issues before they become urgent. Examples:
Are there POs stuck in approval Im not aware of ?
Is my Workflow Engine performance being impacted by too much historical data ?
Are there issues that will prevent Payables period close ?

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Up to date recommendations
Analyzers are frequently updated
Use them to check your system for compliance to latest

recommendations, or provide important information

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Example: R12 PO Approval Analyzer


Example use case: PO stuck in approval
It contains all elements of a typically complex problem
Symptoms are very discrete: the PO is stuck in
approval
Multiple root causes, hence multiple solutions
Diagnostic information is contained in data or
logs
Manual diagnosis is interactive check validate
refine repeat

As many other problems, its occurrence may precede


by days the discovery of the issue
Unfortunately found at the moment it becomes
urgent
Essentially a reactive discovery of the problem

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Begin Troubleshooting Problem

Which document has my solution?


All I know is that my PO is stuck, how do I refine further ?
This PO is urgent, I need it unstuck now!
I wish I could have found it was stuck earlier

Trivial symptom with multiple and complex causes multiple solutions time
consuming diagnosis for typically urgent matters
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Value statement
W/O Analyzer

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With Analyzer

PO submitted for approval

Super User assesses weekly PO health

Preparer sees PO pending in approval


hierarchy

System screened for stuck POs

Two issues found, PO A and B are stuck

Approval WF had encountered a fatal error

Time to act, need by date 1 week ahead

No one in the Org can progress the PO

PO approval becomes critical

Solution identified, amend setup, patch may


be needed, reset and restart PO

Issue is investigated, multiple matches in KB

Complex steps

POs go through approval with no further


issues

SR logged, many steps to determine cause,


involve super users, DBA

Issue is solved but had cost hours

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Putting it all together


Top Content Automated
Content solving high priority, complex or high frequency issues

Proactive Capabilities
Automation allows for range scans (does an issue exist that Im not aware of ?)

Enabled for Functional/End users and Technical users


Concurrent process Interface or standalone

Usable HTML output

Frequent updates & Simple Deployment


Result of multi-channel feedback (Including You)

Single PLSQL or SQL file

Data collection
Enabling faster SR resolution

ANALYZER

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DOC ID: 432.1 E-Business Suite -> Analyzers


Financials

EBS
Workflow analyzer script
Concurrent Processing CP

Analyzer

R12: Master GDF

Diagnostic to validate Data


related to invoices,
Payments, Accounting,
Suppliers and EB Tax

EBS Reports and Printing

Manufacturing
R12: IP Item Analyzer
R12: PO Approval Analyzer
R11i / R12: ASCP Performance

Analyzer
R12: Period Close Helper

EBS Cloning Log Parser

R12: DCOGS Balance Analyzer


R12: EBTax Setup and

HCM
RetroPay Analyzer
HCM Technical Analyzer
R11i / R12 OTL Analyzer

Data Integrity Analyzer

R12: SLA Unprocessed / Invalid

records Analyzer
R12: Payables Trial Balance

Helper
R12: Internet Expense

R11i / R12: ASCP Data collection

Analyzer for setup and performance


monitoring

Setup Helper
V6.2 OTM Analyzer script for
AR AutoInvoice Post

Process Validation Report

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Analysis and Performance


monitoring

432.1
Get Proactive
EBS Proactive Portfolio of Offerings
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Patch Wizard

Patch Wizard analyzes and


compares patches currently
applied in your instance with the
ones included in the
Recommended Patch List
Patch Wizard performs an impact
analysis, and allows for easy
download of patches you decide to
apply

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Patching and Maintenance Advisors


Contains proven methodologies
for patch application

Shares full details to successfully


complete pre-patch, patch
application, and post-patch
requirements
Provides tracking lessons learned
in testing your original patch plan
Checks to ensure satisfactory
patch and code levels are in place

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Period Close Advisor


One-stop shop for period
close steps for all products
(in the order of closing)
Complete the critical
financial reporting process
accurately

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Business Process Advisor Overview


Business Process Advisors are tabbed documents providing:
Overview of a business flow
process flow, and products involved
Demonstration scripts and associated videos
Key set-up steps and videos demonstrating the set-up steps
Hotspots where data and control passes between different products
Related Flows

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Stay Informed
Oracle E-Business Newsletters
Follow Oracle Premier Support through social media
channels
Twitter | myoraclesupport | Oracle_EBS
Blog

My Oracle Support Community


Facebook

Participate in Advisor Webcasts and hear from Oracle


Premier Support subject matter experts who will offer
methods and solutions to help you avoid potential pitfalls

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Oracle Advisor Webcasts


Stay Informed
Hear from Oracle Premier
Support Subject Matter Experts
who will discuss methods and
solutions to help you avoid
potential pitfalls with your
Oracle services, products, and
technologies.

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

support.oracle.com | ID 740966.1

Live virtual events


delivered straight to your
desktop or replay events
on-demand.

Assistants (Search Helpers)

Guided Resolutions following a logical Decision Tree


Find targeted solutions and relevant information based on frequently occurring scenarios and
customer business flows
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My Oracle Support Communities- NEW


Join an extended
network of Oracle
professionals and
industry peers and
find answers fast

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EBS Patching Community


The Patching
Community changes
the way to get
information on EBS
Patches.

Start a thread directly


in order to receive
expert advice around
your patching needs.

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

EBS: Get Proactive by Finding Answers!

EBS: Get Proactive by Finding

Answers !
Doc: 1421002.1
Self-Paced labs and Videos on

Search & Community

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Product Information Centers


One-Stop Product Shop
Comprehensive best practices, tools and knowledge
Targeted content to assist you with troubleshooting and
error resolution

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Product Diagnostics Framework

Simplify troubleshooting by regularly scheduling and executing diagnostics tests


Diagnostic tests are used prior to go live, and/or prior to closing an accounting period

Issues are proactively identified and corrected before deadlines

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E-Business Upgrade Advisor Doc id: 269.1


Upgrade Lifecycle Advisors are
specially crafted documentsPhase Approach
Provides step-by-step
instructions to perform an
upgrade
Easy to follow upgrade process
for 11.5.10.2 to 12.1.3

Access to the relevant


information and knowledge
dependent on current phase/step
in the Lifecycle process
Potential to reduce the total
upgrade lead time

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12.1 CUP 2 & Pre-Install Patches


12.1.1 CUP 2
Pre-install patches for R12.1
R12.1 patch that delivers higher
versions for files called by the R12.1
main upgrade driver

Monthly updated of EBS Wide preinstall patches


Patches Categorized
Upgrade Failure
Upgrade Performance
Data Fix

Consolidated in one location


all EBS pre-install

Merge with R12.1.1 main upgrade


driver
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Maintenance Wizard
Guidance through the upgrade process

For Release 11i versions to Release 12


Minimizes upgrade tasks by dynamically
filtering the necessary steps based on IT
stack related criteria

Provides a report with a set of step-bystep instructions, including any critical


patches required
Reduces the possibility of errors or
accidental omission of vital tasks

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

EBS Data Model Comparison Report


Provides the database object definition
changes between two E-Business
releases
Helps to preview the database object
definition changes before upgrading

Shows impact analysis of the database


object changes that may affect
customizations or business flows

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ATG Seed Data Model Comparison Report


Provides a delta view between different
E-Business releases by documenting
the seed data changes

Delivered by the product data loader


files (.ldt extension)
Based on the E-Business ATG loader
control (.lct extension) files

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EBS File Comparison Report

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SQLTXPLAIN Tool
Perform SQL Tuning analysis
using the SQLTXPLAIN (SQLT)
tool
Diagnostic output generated by
the tool aids in troubleshooting
performance problems

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

ORA-600/7445 Tool

Advanced troubleshooting
capabilities for generic ORA-600
and ORA-7445 errors
Diagnosis can be done based on
error code, error message, or by
parsing the related stack trace

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Summary Proactive Information

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My Oracle Support Accreditation


Why Get Accredited?
Program Accreditations
My Oracle Support (Level 1)

Enhanced reputation & Skills

Product-Specific (Level 2)

Increased productivity, more time


on your job

Program Pages
Program Home page 1583898.1
FAQ 1585906.1

Stay current on tools and best


practices
Easy to implement, high-value
best practices

E-Business Suite Path


EBS path 1580100.1

Stay informed, period close, patching,


Certifications, upgrade advisor, reporting

Join our early adopter program Personalized experience Help forums Drive improvements See FAQ to sign up

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Take Advantage of Oracle Support Best Practices


Dont leave value on the table
Lower overall organizational costs through
preventative maintenance
Reduce risks and maximize uptime
Achieve resolution faster
Streamline and simplify your daily operations
Get even more through connection

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Get Proactive Discover More

46

I want to

Resource

DISCOVER more about Support


Best Practices

Support Best Practices

ACT Get Proactive

Access best practices, capabilities, and tools


available for your products by visiting the Get
Proactive portfolio product pages at My Oracle
Support (Article ID 432.1)

STAY INFORMED with the Get


Proactive Blog

Get Proactive The Insider Track

CONTACT the Get Proactive team


today for help getting started

get-proactive_ww@oracle.com

Copyright 2013, Oracle and/or its affiliates. All rights reserved.

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Details: E-Business Suite Analyzers

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Oracle Workflow Analyzer

Proactive script that reviews the current Workflow Footprint


Analyzes the configurations and your environment
Provides feedback, and recommendations on best practices and areas of concern
Immediate analysis and output of Workflow environment

Easy-to-add tool for regular Workflow maintenance


Execute anytime to compare trending from past outputs
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Oracle Concurrent Processing Analyzer


Immediate Analysis and Output of

Concurrent Environment
Identifies Concurrent System Setup and

configurations
Identifies and recommends Concurrent Best

Practices
Easy to add Tool for regular Concurrent

Maintenance
Execute Analysis anytime to compare

trending from past outputs

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Clone Log Parser Utility

Save time validating Clone Logs


Consolidates over 12 cloning log
file types in a single HTML

Linked solutions for instant errorfix recommendations


Provides basic configuration and
health checks of the environment

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

R12 EBTax Setup and Data Integrity Analyzer


Identifies known data integrity issues during Migration/Upgrade/New Install
Isolates specific setup with the corrective action to resolve
My Oracle Support Notes and/or data-fix patches to resolve issues
Still have question go to Oracle Payables Community or the EBTax Community

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R12 Period Close Helper


Diagnostic to Validate Data Before Period Close
Consolidates list of items that will stop period close
Review parameters and transactions to correct
Helpful information to resolve targeted transactions
Functional End Users can execute
Execute as Standalone or as Concurrent Request

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

R12 Internet Expenses Setup Helper


Integrity Check
Validates single or multiple OU setups
Reduces the time needed to troubleshoot
Shows recent setups, profiles options,
key items for OIE health and usage in
easy report
Instant Check on Recommended Patches
Identifies needed RPCs that have
fixes for 80% of corruption issues
No need to contact the DBA
Both functional and technical users
can use these diagnostics

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

R12 Payables Trial Balance Helper


Smoother Reconciliation Experience
Structured self help feature
Output has highlighted solutions
for fast turn around
Avoid Last Minute Hassle
Run anytime and clear
transactions
Instant Check on Recommended
Patches
RPCs have fixes for 80% of the
corruptions identified to date
No need to contact the DBA
Both functional and technical
users can use these diagnostics

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

AutoInvoice Post-Process Validation Report:


Overview and Installation Instructions

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Execute report immediately after the AutoInvoice Import


program.
Can be executed Standalone or as a Concurrent Request.
Analyzes validation errors encountered by AutoInvoice program
and points to a Knowledge Article that contains information on
how to resolve the errors.
Provides additional recommendations for some of the common
validation errors.
Additional Health Checks categorized based on severity verify
system setup for optimal performance of AutoInvoice .
Critical - identifies issues that would prevent successful
processing of interface tables.
Warning - identifies issues that could adversely affect
the performance of AutoInvoice program.
Informational - identifies issues that may not cause
failure but can be improved.
Parameters decide the Output styles
Report can be printed for All Operating Units or a
specific Operating Unit.
Can be in Detail format, providing a lot of additional
references to useful Setup and Troubleshooting
documents pertaining to validation errors. In Summary
format, the report provides only essential information
pertaining to validation errors.
Pass the Request ID of AutoInvoice program to know
the concurrent request status, reporting on successfully
created transactions, etc.

ASCP Performance Analyzer (11.5.x & R12)


Script for Performance Monitoring
Immediate Analysis and Output of ASCP Environment
Identifies Entity Data Volume
Identifies Database parameter and recommendations
Identifies planning process programs run time trend
Easy to add tool for regular maintenance
Execute analysis anytime to compare trending from past outputs

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

RetroPay Analyzer (Notes 1512437.1 &1568260.1)


Immediate Analysis and Output of your
Environment.
Can be run any time as it is a simple SQL script.
Provides .html output file that can be opened in
any browser.
Can be run for all business groups and/or
legislations.
Can pass business group id/legislation code as a
parameter to get specific results.
Can pass both parameters as inline parameters.
Identifies issues and displays content in red.
User can look at data by clicking on any button.
Allows to post any further questions directly to
Payroll community.
This script was designed for 11.5.10.2 and later.
The RetroPay Analyzer Tool can also be run as a
Concurrent Request using Note 1568260.1

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Smoother Period Close: MGD + PCH + RPC


The opportunity for a smoother month-end is within your grasp. It comprises of 3 parts:
Diagnose and Correct Data Integrity
Issues Doc ID: 1360390.1

Master Generic
Datafix
Diagnostics
(MGD/GDF)

Period Close
Helper (PCH)

Smoother
Period Close

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Recommended
Patch
Collection
(RPC)

Determine and Action Period Close


Obstacles Doc ID: 1489381.1
Prevent Reoccurrence with Code
Fixes Doc ID: 1397581.1

TIP:
Functional End Users
C Level & Project leads
Critical to know

R12 PO Approval Analyzer


Proactive checks with recommendations to prevent known
issues
Critical patches that have not been applied
Invalid objects along with error message and
solutions for common errors
Validations of setup and database conditions, e.g.,
Max extents and space issues
Multiple document checks that detect problems and find
solutions for a range of documents
Data corruption issues
Workflow errors with generic messages i.e. document
manager errors
Documents with workflows in error that cannot be
progressed via the application
Single document check prints all the information needed to
troubleshoot the problem with the approval process including
Table dumps
Workflow activity
Data integrity issues
The approval list

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

HCM (Human Capital Management) Technical


Analyzer (1562530.1)

Identifies and recommends HCM Best Practices.


Available for all E-Business Suite releases.
Immediate Analysis and Output of your HCM technical points
(performance checks, invalid objects, disabled triggers, database
issues, profile settings, packages and java classes version,
patching status).
Can be executed Standalone or as a Concurrent Request.
Provides .html output file that can be opened in any browser with
information structured with buttons.
Health Checks categorized based on severity with different levels of
attention required:
Error - identifies issues that would prevent correct HCM
functionalities.
Warning - identifies issues that could adversely affect the
HCM performance.
Advice - identifies points to improve.
Parameters decide the output sections:
Run Type output can include only ISSUES Advisor/Health Check (Output targeted to customer for
problem resolution. This option will display only those sections
where an issue or potential issue is identified).
ALL - Data Collector (Output geared to Oracle Support for
analysis. This option will display all information gathered and
also the issues identified and recommended notes).
You can choose the HCM Product (Benefits, Human
Resources, iRecruitment, Oracle Time and Labor, Payroll, Self
Service Human Resources).

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

OTL (Oracle Time and Labor) Analyzer (1580490.1)


Complete diagnostics script including previous OTL diagnostics in
addition to new sections that scan OTL Setup and proactively provide
reminders/comments/warnings/errors about areas that might cause
potential problems in customer's environment.
Available for all E-Business Suite releases.
Immediate Analysis and Output of your OTL Environment (OTL setup
scan , performance checks, database object issues, profile settings,
patching status, specific timecard data).
Can saves a considerable amount of time when working with Oracle
Support.
Can be executed Standalone or as a Concurrent Request.
List of values available for persons, start date, hxt id or batch id.
Provides .html output file that can be opened in any browser with
information structured with tab pages and buttons.
Health Checks categorized based on severity with different levels of
attention required (Advice, Warning, Error)
Parameters dictate the tabs included in output:
OTL technical information (version, patching, performance,
database objects).
OTL setup analyzer.
Employee Preferences.
Specific timecard data .
HXC (Self Service, Timekeeper, API) Timecard Data.
HXT (OTLR/PUI) Timecard Data.
Batch information.

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

iP Item Analyzer

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Proactive checks with recommendations to prevent


Critical patches that have not been applied
Invalid objects along with error message and solutions
for common errors
Validations of setup conditions - for example, profile
options that may cause search issues
Multiple document checks that detect problems and find
solutions for a range of issues.
Data corruption issues
Purchasing categories not mapped
All items that do not have a shopping category mapped
to a purchasing category
Single document check prints all the information needed to
troubleshoot the problem with the search process, including:
Multiple checks to verify if item should be searchable in
iProcurement
Analyzes item on purchase orders to validate if the item
will appear in the search
Data integrity issues
Copyright 2013, Oracle and/or its affiliates. All rights reserved.

R11i / R12: ASCP Performance Analyzer


Script for Performance Monitoring
Immediate Analysis and Output of ASCP Environment
Identifies Entity Data Volume
Identifies Database parameter and recommendations
Identifies planning process programs run time trend

Easy to add tool for regular maintenance


Execute analysis anytime to compare trending from past outputs

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

R12: DCOGS Balance Analyzer


DCOGSDiag.sql to identify sales orders which constitute the Deferred Cost of Goods Sold (DCOGS)
account balance
Output of DCOGSDiag.sql is an excel file with multiple worksheets. Each worksheet represents sales
order information at different levels:
Sales Orders Created/Shipped within a given period
Invoice Not Created for Sales Orders
Data stuck in AR Interface
Invoiced Sales Orders but data Not moved to AR
Invoiced Sales Orders moved to AR
Sales Orders which are Revenue Recognized
Sales Orders which are COGS Recognized
Inventory Transactions for Sales Orders (MMT data)
Inventory Distributions for Sales Orders (MTA data)
Review the output columns and flags
Perform the recommended Action(s) to process the transaction

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

R12: SLA Unprocessed / Invalid Records


Analyzer for Cost Management
Designed to be run when there are unprocessed / invalid SLA
records existing in the application
Understand the relevant errors and error messages
Analyze the cause of events and better understand the
resolution of the same
Easy to read HTML file
For Application Cost Management
Source: Inventory, WIP, Receiving

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

V6.2: OTM Analyzer for Analysis and


Performance Monitoring
Easily run the script from Sql*Plus as the
GLOGOWNER user
Identifies Entity Data Volume
Identifies Database Parameter and
recommendations
Identifies OTM processes volume
Warning messages in yellow provide clear
solutions

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Printing, Reports, Pasta Analyzer


EBS Reports
Setup
Reports Font & Viewer Setup
Reports Upgrade with Oracle E-Business Suite Release 12
Troubleshooting
Consolidation of Reports Formatting & Report Errors
Common Reports APP-FND-00500 Errors
EBS Printing
Setup
Setting up Printer Drivers, Printer Initialization Strings, &
Printing Formatting
Installation & Setup of a Printer
Troubleshooting
Consolidation of Printing: Troubleshooting, Junk Characters,
Page Breaks,& Re-print Failures
Common Printing APP-FND-00500 Errors
EBS Pasta Printing
Setup
Pasta Printing Setup & Epson Printer Setup for Pasta
Printing
Changing Font Size for Pasta Printing
AND MORE .

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evaluation
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on paper or online via the mobile app

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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

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