My Oracle Support and MetaLink 3: PSFT and JDE Customers



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<Insert Picture Here> My Oracle Support and MetaLink 3: PSFT and JDE Customers Tom Wright Customer Support Manager Global Customer Advocacy tom.wright@oracle.com Oracle Support

Agenda 1. Why it is Changing <Insert Picture Here> 2. What is Changing 3. Timeline 4. Call to Action 2

Agenda 1. Why it is Changing <Insert Picture Here> 2. What is Changing 3. Timeline 4. Call to Action 3

Transforming the User Experience Support Maturity Model Simplifying Complexity Reactive Proactive Predictive System goes down You call Support You wait for Support to call back Support calls you back You download and install a patch System is eventually recovered Support notifies you of the latest patches You figure out which patches apply to your system You download the new patches You install the new patches System outage is averted some of the time Specific software defect is identified You are automatically notified of the potential problem & impact You re offered a remedy You implement the recommended remedy System outage is averted most of the time Which support model would you rather have? 4

Introducing: My Oracle Support Webstar Service Excellence Award 03-07 + SSPA Best Embedded Product Support 2008 Next Generation Support Embedded Configuration Management Extensive Knowledge Base & Communities Personalized & Proactive Service Outcome: Customer Success 25% problems avoided 40% faster problem resolution 30% faster service request creation 97% of problems resolved quicker with targeted knowledge 5

Simplified Support Siebel SupportWeb ebiz 7.8 Hyperion e-support Siebel Call Center Customer Connection Customer1 MetaLink ITS Customer Portal My Oracle Support Oracle Customer Support Siebel Call Center 8.0 6

Faster Problem Resolution Quick access to the information you need with our new personalized dashboard Robust knowledgebase and powerful self-service tools Enhanced Service Request (SR) management 7

Extended Preventative, Automated Support Capabilities A simpler, faster, easier way to maintain your Oracle systems Simplified configuration management solutions such as Software Configuration Manager Automated HealthChecks and Product Alerts 8

Increased Personalization Powerful information management with increased personalization and knowledge integration via the Oracle My Oracle Support new user interface Personalize your homepage content for easier access to self-service tools and configuration data Quickly access your Service Request history with MySRs Pro-Active Email with Headlines Information capability 9

Agenda 1. Why it is Changing <Insert Picture Here> 2. What is Changing 3. Timeline 4. Call to Action 10

Phased Roll-out January 2008 June 2008 November 2008 11

My Oracle Support From 5 sites to 2 sites From 5 URLs to 2 URLs Metalink.oracle.com (Legacy Oracle) Metalink3.oracle.com (Siebel, Hyperion, PeopleSoft, JDEdwards) One Name My Oracle Support Portal still referred to as Metalink 3 until we get them all combined Next Phase One Site For All Of Your Support Needs 12

For Current Oracle Metalink Users - Simple No Impact Option Link back to Classic MetaLink at any time Enhanced My Oracle Support Extended preventative, automated support capabilities Increased personalization 13

PeopleSoft / JDE Legacy Systems and Tools Customer Connection will be retired No access for customers Email aliases for customer support will be discontinued Customer Support telephone numbers will remain unaltered Phone menu will change to the standard Oracle Support menu PeopleTools will remain unaltered Change Assistant and Support Assistant will continue to be supported But Authentication will be via new My Oracle Support login/password 14

What Are Some of the Terminology Changes? My Oracle Support term Service Request (SR) PeopleSoft / JD Edwards term Case Bug, Defect Activity Collaboration Support Identifier Customer User Administrator (CUA) Incident, Change, Enhancement (ICE) Software Action Request (SAR) Note Incident Action Request (IAR) Customer ID Site Identification Number (SIN) Web Admin 15

Migrating Key Information Customer ID / Site Identification Number (SIN) will be replaced by Support Identifier Knowledge management documents (solutions) will be migrated E-mail aliases for customer support will be discontinued Customer Support telephone numbers will remain unaltered Two years of Case history will be migrated Cases will be assigned new Service Request (SR) numbers Ability to search for SR s by previous Case number All ICE and SAR requests will be migrated PeopleTools will remain unaltered Change Assistant and Support Assistant will continue to be supported But Authentication will be via new My Oracle Support login/password 16

Agenda 1. Why it is Changing <Insert Picture Here> 2. What is Changing 3. Timeline 4. Call to Action 17

How will Oracle Communicate With Customers? Customers will be receiving a series of communications including awareness and support identifier information prior to cutover An information page and FAQ for customers is available on the legacy customer support portal Customer Connection Transition Information Website Two weeks prior to cutover, training will be available to migrating customers Recorded training will remain available post-deployment via Oracle University 18

Agenda 1. Why it is Changing <Insert Picture Here> 2. What is Changing 3. Timeline 4. Call to Action 19

Customer Call To Action Verify your Customer Connection profile information Visit the Customer Connection Transition Information site Transition information Frequently asked questions Terminology Training courses Customer feedback e-mail Look out for Support Identifier awareness e-mails Pre-register for Metalink 3 Attend training Tell others! 20

Customer Pre-Registration (Call To Action) Pre-registration period planned for 30 days prior During pre-registration, customers can Set up their SSO login/password Associate CSIs to their user account Set up Knowledge User Templates (KUTs) Set up User Profiles Grant access to other users (admins only) Look around the existing My Oracle Support application But they cannot Log service requests for PeopleSoft or JDE products Perform Knowledge Management (KM) searches on PeopleSoft or JDE products See any historic service request data Pre-Registration is not mandatory, but it is Recommended 21

Customer Support Education Customer Connection Transition Information Page Overview, timeline, deployment logistics FAQ, Terminology Training schedule, Recorded training Customer Connection frequently visited sites Home page News, Breaking News, JD Edwards and World Update Center, JD Edwards EnterpriseOne Resource Center, JD Edwards World Resource Center, Create a case Include link to transition information page Customers can request training by sending an email to supporttraining_ww@oracle.com 22

Getting Started with Metalink 3 - Registration <Insert Picture Here> 23

MetaLink 3 Registration https://metalink3.oracle.com/ 24

MetaLink 3 Registration 25

MetaLink 3 Registration 26

MetaLink 3 Registration 27

MetaLink 3 Registration 28

MetaLink 3 Registration 29

MetaLink 3 Registration 30

MetaLink 3 Registration 31

<Insert Picture Here> MetaLink 3 Tour 32

MetaLink 3 Organization 33

MetaLink 3 Organization 34

MetaLink 3 Organization 35

MetaLink 3 Organization 36

MetaLink 3 Organization 37

MetaLink 3 Organization 38

MetaLink 3 Organization 39

MetaLink 3 Organization 40

MetaLink 3 Organization 41

MetaLink 3 Organization 42

<Insert Picture Here> My Oracle Support Next Generation 43

Introducing: My Oracle Support Next Generation Support Embedded Configuration Management Extensive Knowledge Base & Communities Personalized & Proactive Service Outcome: Customer Success 25% problems avoided 40% faster problem resolution 30% faster service request creation 97% of problems resolved quicker with targeted knowledge 44

Main Dashboard 45

PowerView Filtered by Support Identifier Product Resulting in exactly what you want to see You can now create/modify PowerView filters directly from the content attributes of a specific region via the Action menu. 46

Detailed System 47

System Health Dashboard 48

Inventory and Usage Region 49

Viewing a Service Request 50

Bug Summary Region 51

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