R12 Upgrade Technical Assessment Questions
Sr. #	Technical Assessment Questions
1	What are the types of objects that are currently customized in your production application? Can you please provide us the list of Custom Forms, Reports, Interfaces, Workflows. If possible, Kindly classify  based on their level of complexity.
2	i)Are you currently using a reporting tool (Discoverer, Crystal Reports, Siebel, FSGs, OBIEE etc)? If so which one and which version (if applicable)? ii) Are you currently using any BI dashboard type product (Siebel, DBI, SharePoint, OBIEE etc)? If so which one? What do you plan to use going forward and how many elements will need to be converted?
3	i)How many reports will need to be converted in the new tool? (Oracle's direction is to move all reports (Oracle reports) to BI Publisher reports) ii)For the current custom reports, are they standard "Oracle reports" or BI Publisher report? If they are Oracle reports, do you expect to convert them to BI Publisher reports?
4	i) Are there any third party applications integrated with Oracle EBS. Ii) Will any third party applications be made obsolete as a result of the upgrade iii) If there is any middleware used in integrations? If so, please provide details
5	Are you planning to keep all the customizations as it is?  Or planning to add/change new functionalities
6	How many custom applications has <Client Name> created and register within EBS and are the existing customization all contained within these custom applications? If not, please describe the customizations that are contained within standard application database objects or directory structures.
7	Should we include Architecture assistance for the upgrade project to help with sizing/availability etc? Is <Client Name> planning on buying new hardware for the production upgrade and the test cycles of the production upgrade or are they planning to perform an upgrade in place on the existing hardware? Does <Client Name> wish to migrate any hardware platform or OS components as part of this upgrade, such as migrating SLES 10 OS from 32 bit to 64 bit or changing to another OS?
8	Is automated testing in scope? If yes does need to prepare test scripts or already have test scripts?
9	Are standard oracle API’s being used by the interfaces?
10	Since Oracle database 11.2.0.2 is the most current database version certified by Oracle for EBS 12.1.3 on SLES 10, do they wish to upgrade to 11.2.0.2 instead of 11.1.0.7?
11	If an acceptable archiving approach is recommended, can <Client Name> complete archiving of current production transaction history to reduce transaction volume prior to the production upgrade window?
13	Is it safe to assume that <Client Name> will have enough hardware available to accommodate at least two (ideally three) test R12 instance concurrently?
14	i) What is the current size of the database? What is the size of the whole production environment? Ii) How many years of data is held in the production system?
15	Can you provide an architecture diagram of the existing environment? (ideally including each tier’s server specs). What is the architecture of the Oracle Application Install (multi node, single node, # of Application Servers, shared appl_top, etc)
17	Do you use any configuration management(Verson Control) tool to manage different versions of customizations? If Yes, kindly provide details.
18	Are the Oracle Applications servers located centrally? If not, where are the servers located?
19	What is the current back up method?
20	Do you have any standby solution or high availability solution in place for production instance? If yes, Please provide details. If no, is that a consideration for this project?
21	Are there any critical Month End /Year End/ Translation/Consolidation related customized programs that have been developed? If yes please provide the details.
22	Are there any EDI Transactions? If yes, please provide details and any translators between interfaces.
23	Do you have any requirement for transfer of vendor payment files / customer remittance files to / from banking payment gateways to / from Oracle Applications? If so, please list how many banks / formats would be involved in such cases?
24	also follows Global Delivery Model for such assignments wherein mainly development work is done remotely/offshore locations. Our assumption is that <Client Name> will support this model by giving instance access, appropriate DB access, logins etc. Please confirm if this is acceptable.