Migrating Away from ISeries Upgrading from 8 12

Migrating Away from I-Series, Upgrading from 8. 12 to 9. 2, and the Move to the Cloud Humza Qureshi Andy Chase 8/21/2018 #JDEINFOCUS

Objectives • Overview of David C Cook’s transformation from JDE 8. 12 to 9. 2. x the old and the new • Where is David C Cook today • What are some of the challenges met with the project & how they could have been avoided #JDEINFOCUS

Areas of interest I. III. IV. V. ERP Migrations ERP Projects JDE 8. x --> 9. X JDE Technical Information Oracle Cloud Infrastructure #JDEINFOCUS

About US Humza A Qureshi Applications Architect Joined David C Cook in 2015 to assist with JDE Platform ~ 10 Years IT Domain knowledge ~ 05 Years of JDE E 1 experience, primarily focused in CNC activities and Finance modules Andy Chase VP Sales, Mktg, BD Joined Circular Edge in 2016 ~ 17 Years working with JDE ecosystem ~ Consulting, support, projects, managed services, cloud, software, infrastructure #JDEINFOCUS

Agenda I. Who Is David C Cook? II. David C Cook The Old I. Current Technical Landscape III. Why we chose JDE 9. 2 IV. Cloud Strategy V. The 9. 2 Transformation Overview I. III. IV. V. VI. Future Technical Landscape The New Project Roadmap Teams And Resources The Technical Execution High Level The I-series move High Level Lessons Learned to date, and the keys for future success VI. Question and Answer #JDEINFOCUS

Who is David C Cook? • Founded in 1875 by David Caleb Cook • David C Cook is a nonprofit organization dedicated to publishing and distributing leadership and discipleship resources to help Christians all over the world grow in their faith and pass it on to the next generation • Four main sites across the US, with one distribution center in Elgin, Illinois. • Two foreign sites not connected to the main net China, and India #JDEINFOCUS

Who is David C Cook? #JDEINFOCUS

David C Cook The Old Overview • Last upgrade completed in 2008 • Moved from 7332 to 8. 12 • JD Edwards 8. 12 Tools 8. 96 SP 4 • Single IBM I Series V 5 R 4 for Prod / Non-Prod DB & Ent • JAS and Deployment Server(s) on Windows 2 k 3 • Legacy hosted system in 3 rd party cloud • Integrations with DSI, Vertex, and Extol EDI #JDEINFOCUS

JDE Current State of Systems & Interfaces • JDE E 812 8. 96 SP 4 • Hosted| IBM I-Series V 5 R 4 • Integrated EDI via I-series through Extol • Most processes are flat file, with the rest being SQL based access. • Two primary JDE native integrations, DSI, Vertex (Extol being retired) #JDEINFOCUS

JDE Current State of Technical Landscape • IBM I Series V 5 R 4 • 4 Cores • 32 GB RAM • 3. 6 TB Storage • Windows 2 k 3 x 3 • 2 cores • 8 GB RAM #JDEINFOCUS

Why JDE 9. 2? • Large monetary investment in JDE E 812 • Wide knowledge base in JDE • Large number of processes tailored for David C Cook in JDE E 812 stack (Automatic ordering, EDI, Custom cartonization process) • Most custom objects will move forward due to lack of customization of standard applications • Improved functionality for the user experience • The ability to do custom forms and views without the need for a custom application • CAFÉ One to allow for multiple applications on the same screen that interchange information • Improved functionality for the developer / business analyst • One. View reporting will allow for easier report development, if needed • One. View reporting will also allow the business analyst to access information quickly and easily in comparison to UBE reports. • Orchestrator will allow for faster data processing and integration efforts #JDEINFOCUS

David C Cooks Cloud Strategy • Cloud strategy was based on choosing JDE 9. 2 • Oracle Cloud • Direct assistance from Oracle with designing environment to meet JDE MTR’s • Higher performance when using Oracle's OS and DB • Scalability with ease • Ability to take advantage of new Oracle Technology such as Database As a Service, and, Java compute cloud with ease • Choosing the Oracle Cloud, gives one provider for Infrastructure , Middleware, and Application support. #JDEINFOCUS

The 9. 2 Transformation Overview • Future state • The projected state of David C Cook’s JDE Technical Landscape • Roadmap • Current project roadmap • The resources • Internal and external resources utilized during the project • The Technical Execution • Quick overview of how the upgrade was executed • Lessons Learned, and keys for future success • The things that could have saved us time, and should save you time #JDEINFOCUS

JDE Future Technical Landscape • • #JDEINFOCUS Oracle JD Edwards version Apps 9. 2 Tools 9. 2. x Oracle Linux 7. X Oracle Weblogic 12. x Oracle Database 12. x

The roadmap Task Name Duration Start SOW 1 - Like for Like Upgrade 239. 12 days Mon 2/19/18 Design Phase 10 days Mon 2/19/18 Build Phase 169. 25 days Mon 3/5/18 Upgrade Activities 44. 5 days Mon 3/5/18 Retrofitting 86 days Fri 5/4/18 CNC Activities during Retrofitting 82. 5 days Fri 5/4/18 Production and QA Server Final Setup and Tuning 106. 5 days Wed 5/30/18 Build Test Scripts 6 days Tue 6/19/18 Test Phase - UAT Support and Misc conversions 133. 88 days Mon 5/21/18 Handover 83. 18 days Mon 9/24/18 Documentation & Sign Off/Go-Live Readiness Plan 55. 18 days Mon 9/24/18 Pre Go-Live activities 6 days Tue 12/11/18 CNC Activities 1 day Tue 12/11/18 Security and Access 1 day Wed 12/12/18 Production Dry Run 1 day Thu 12/13/18 Scheduler Setups 1 day Fri 12/14/18 Surface Testing 1 day Mon 12/17/18 Schedule Backup Jobs 1 day Tue 12/18/18 7 days Wed 12/19/18 Mock Go Live 1 day Wed 12/19/18 Go Live Conversion 1 day Thu 12/20/18 Post Go-Live Manual TCs 1 day Fri 12/21/18 Final integrity checks and release system 1 day Mon 12/24/18 Surface Testing and release system for Functional Validation 3 days Tue 12/25/18 15 days Fri 12/28/18 Cut Over Activities for Go-Live/Upgrade Conversion for Production Post Go-Live - Hyper Care Post Go-Live Support Activities (Issue resolution /Bug Fixing) #JDEINFOCUS

The resources Phase Resources Start Date End Date Design Phase DCC/DTG, Oracle, Circular Edge 2/19/18 3/2/18 Build Phase DCC/DTG, Circular Edge 3/5/18 10/26/18 (Including Delays) Test Phase DCC/DTG, DCC/MS, DCC/WH, DCC/FIN, Circular Edge, ALLOut Security, Vertex 5/21/18 (Delayed Post year-end task after 6/01/18) 11/23/18 (Delayed to end of December) Handover Phase DCC/DTG, DCC/MS, DCC/WH, DCC/FIN, Circular Edge, ALLOut Security, Vertex, additional partners. 9/24/18 (Delayed until 1/18/19 (Delayed until December 18) mid February) #JDEINFOCUS

The Technical Execution I. II. III. IV. V. VI. VII. Oracle Cloud Preparation I. Build out of network and servers II. Deployment of JDE One Click Provisioning JDE 9. 2. x Fresh Install I. Deployed from One Click Provisioning 2. 0 II. Moved Dev & PY Database from PROD DB SVR to Dev DB SVR III. Cleaned out production of business data and control tables Database Migration I. Migrated database(s) from IBM AS 400 DB 2 Non-Unicode to Oracle DB 12. x Unicode, used Star. Quest Data replication Server File Copy I. Copied deployment server files, used standard file transfer protocol Upgrade Plan execution I. Map data sources to the E 812 data in Oracle DB 12 II. Roll back release level III. Execute upgrade plan Bring environment code current Clean up from fiscal year end testing I. Rebuild production environment #JDEINFOCUS

The I-series move I. Evaluate all installs and use of software on the I-series I. Vertex Q Series I. Will migrate to new tax system that has native connectivity to JDE and supports Oracle Linux / Oracle DB II. Extol EDI I. Started migration in mid 2016 III. IBS (International Business Systems) Royalties I. Migrated away from platform in 2016 IV. I Series Scheduler I. Original use was for EDI, UBE’s and emailed reports II. EDI schedule was using Extol EDI applications I. After migration, the I-series scheduler is only executing reports and sending emails After all of the installed software for the I-series was migrated off the platform, it took a minimal amount of effort to upgrade / migrate JDE 8. 12 to JDE 9. 2. x #JDEINFOCUS

Lessons Learned – Project I. Planning I. Ensure to plan for the unexpected II. Plan to have all partners engaged before project start I. We encountered scope creep from not planning to have the contracts executed before the project started. This added (1) month of scope creep. II. Execution I. Ensure that your organization / company constantly re-evaluates the plan during execution I. If we had re-evaluated our long term progress, versus our short term goal (Year-end Closing) we would have noticed that we were not on course for our long term goal (Cut-Over in December 2018) #JDEINFOCUS

Lessons Learned – Resources I. Resource Allocation I. Ensure that you have the resources needed for the project, allocated to work on the project II. Resource Alignment I. Ensure that your resources are working towards the same common goal, the ERP upgrade III. Business Engagement I. Ensure that your business is engaged in the contract research, picking of the consultants, testing the system, any Research & Development, any training material creation, and with any change that is proposed to the system / landscape #JDEINFOCUS

Lessons Learned – CNC Activities I. Requirements, Requirements and certifications I. Ensure you are following ALL MTR’s. JDE , Oracle DB, Oracle Weblogic all have requirements / certifications II. We installed Oracle DB 12. 2. 0. 2. This database version is incompatible with JDE, this added (3) days of scope creep I. Incompatible due to prerequisite check of JDE DB install II. Quick win – During setup of the Oracle Cloud environment, it is possible to create one image to use across all web tier servers I. Create the base server per Oracle’s pre-requisites for all Linux servers II. Take a custom image of the machine III. Deploy the image to as many servers as needed, continue configuration on each server from the end of pre-requisites #JDEINFOCUS

Project Partners JD Edwards Enterprise. One offers a powerful, fully integrated ERP software suite that provides more choice of databases and deployment options, including on-premise, private cloud, public cloud or hybrid cloud for maximized flexibility and low TCO. With over 80 application modules, end-user reporting, and personalization capabilities, JD Edwards Enterprise. One combines business value, standards-based technology, and deep industry functionality into a solution that will transform your business. In addition to an array of out-of-the-box mobile applications, JD Edwards Enterprise. One leverages Oracle’s Mobile Platform to accelerate business execution and provide a complete enterprise mobile solution from deploying to building and extending mobile applications. Circular Edge consulting support has been created by a team of Highly Skilled Resources with vast domain knowledge and Industry experience. Our consultants create optimized plans taking into account various factors like Ease Of Implementation, Budget Management and Easy Maintenance of the solution. SQDR offers robust data replication with real-time speed, rapid deployment, and set-it-and-forget-it reliability. SQDR utilizes logbased change data capture to ensure organizations enjoy accurate, current data across their data ecosystems. Processing occurs on an intermediate server to minimize load on source and target databases and to maintain a unified copy of data in case of disaster. ALLOut’s toolset for JDE E 1 security covers application security, row security, column security, action code security, UDO security. Our tools enable you to achieve security best practice. ALLOut will help you with JDE menus and overcoming the issues with the hierarchy of Role Sequencer by allowing ‘yes wins’ when using multiple roles. And it will help you to create and validate your security change control process. Vertex is an Oracle Platinum Partner with a relationship spanning 25 years. Vertex integrations provide accurate tax content, calculation, and reporting solutions for a range of Oracle solutions. And working closely with the Oracle development team Vertex continues to provide those same robust capabilities on new platforms such as the Oracle ERP Cloud. #JDEINFOCUS

Partner Sessions Title: Migration and deployment Options for you Vertex and JD Edwards Enterprise. One solution Session ID: #JDE-105650 Speakers: Mark Erespe & Bryan Rodish Wed. August 22| 8: 00 AM - 9: 00 AM | Plaza Court 2 #JDEINFOCUS Title: Eliminate JD Edwards Batch Job Challenges with Smart Scheduler Session ID: #JDE-105710 Speakers: Chase, Andy & Lakhpat, Nitin & Thomas, Tonio Wed. August 22| 4: 30 PM - 5: 30 PM | Plaza Court 2 Title: A Midsummer Night’s Security Dream a. k. a. Leveraging a Best Practice JDE Security Model Session ID: #JDE-103550 Speakers: Milenkovich, Cynthia & Nelson, Linda Wed. August 22| 9: 15 AM 10: 15 AM | Plaza Court 8

Who is the Quest Community? A 55, 000+ member user community for Oracle Cloud, JD Edwards and People. Soft customers. What the Quest JD Edwards Community offers: Customized digital content Official JD Edwards newsletter Customer success stories Virtual and face-to-face events JD Edwards networking groups Visit www. Quest. Direct. org for more information! #JDEINFOCUS

Please complete a session evaluation Session ID: JDE-104600 Contact Info: Humza. Qureshi@David. CCook. com Tel: 719 -536 -0100 x 3287