Oracle Fusion Quarterly Update Testing, in 6 Steps

Oracle Fusion Cloud applications receive updates every quarter. Each update brings new features and fixes. It can also affect your configuration, integrations and reports if you do not test.

In this video we share the six-step routine Egisedge teams use to test a quarterly update without turning it into a project. We cover reading Oracle's readiness material, mapping changes to your business processes, keeping a regression pack that fits the time you have, testing in your test environment before production is updated, checking integrations, reports, security and extensions, and signing off with a short watch period after go-live.

The approach works for Financials, HCM and SCM. It suits both in-house teams and managed-service arrangements. Oracle's update schedule and readiness content are published on Oracle's own website; always check them for your specific release.

Learn more: https://egisedge.com

#OracleFusion #OracleCloud #RegressionTesting

Transcript

[Scene: Presenter on camera. On-screen title: "Quarterly update testing in 6 steps".]

PRESENTER: Oracle Fusion Cloud is updated every quarter. That is a good thing. You get new features and fixes without a large upgrade project. But each update can touch your configuration, your integrations and your reports. So you need a routine. Here is the six-step routine our teams use.

[Scene: Simple timeline graphic. A quarter shown as a bar. Markers: "Readiness published", "Test environment updated", "Production updated".]

PRESENTER: The key fact to remember is this. Oracle updates your test environment before production. That gap is your testing window. Check Oracle's published schedule for the exact dates on your pods.

[Scene: Chapter card, "Step 1: Read the readiness material".]

PRESENTER: Step one. Read Oracle's readiness material for the release. It lists new features, changed features and features that need opt-in. Don't read it all. Filter by the products you use, such as General Ledger, Payables or Core HR.

[Scene: Screen recording of a browser on Oracle's Cloud Readiness pages, filtered to Financials. Blur nothing, it is public content.]

PRESENTER: Make a short list. What changes automatically? What needs opt-in? What is being removed or replaced? That list drives everything else.

[Scene: Chapter card, "Step 2: Map changes to your processes".]

PRESENTER: Step two. Map each change on your list to a business process. For example, a change to invoice approval screens maps to procure-to-pay. A change to payroll calculation maps to your payroll cycle. Give each process an owner who will confirm the result.

[Scene: Spreadsheet on screen. Columns: Change, Process, Impact (High, Medium, Low), Owner, Test needed (Yes or No).]

PRESENTER: Rate the impact. High, medium or low. If a change does not touch any process you run, mark it and move on.

[Scene: Chapter card, "Step 3: Right-size the regression pack".]

PRESENTER: Step three. Keep a regression pack. This is your standing set of test scripts for the processes the business cannot run without. Month-end close. Supplier payments. Payroll. Order to cash. Every quarter, run the critical scripts in full, and add targeted tests for the high-impact changes from step two.

[Scene: Show a test pack list, grouped by process, with a "Critical" tag on a handful of scripts.]

PRESENTER: If you have test automation, use it for the stable, repeatable scripts. Keep people on the scripts that need judgement.

[Scene: Chapter card, "Step 4: Test before production updates".]

PRESENTER: Step four. As soon as your test environment is updated, start. Run the critical scripts first. Log every defect with screenshots and the steps to repeat it. If you find a product issue, raise a service request with Oracle Support early, while there is still time before production is updated.

[Scene: Screen recording of a defect log with columns: ID, Process, Severity, Status, Oracle SR (Yes or No).]

[Scene: Chapter card, "Step 5: Integrations, reports, security".]

PRESENTER: Step five. Don't stop at the screens. Most surprises come from the edges. Run your inbound and outbound integrations, including those on Oracle Integration Cloud. Run your key BI Publisher and OTBI reports and compare output with the previous run. Check that roles still see the right menus and data. And test any extensions, such as APEX applications that call Fusion.

[Scene: Checklist graphic with four ticks: Integrations, Reports, Security, Extensions.]

[Scene: Chapter card, "Step 6: Sign-off and watch period".]

PRESENTER: Step six. Get sign-off from each process owner. Record any known issues and the workaround. Then, after production is updated, keep a short watch period. Monitor integrations and the first business runs, such as the first payment batch or payroll run after the update.

[Scene: Sign-off template on screen: Process, Owner, Result, Known issues, Date.]

[Scene: Chapter card, "Recap". Presenter back on camera.]

PRESENTER: So, six steps. Read the readiness material. Map changes to processes. Right-size the regression pack. Test before production updates. Check integrations, reports, security and extensions. Then sign off and watch. Do this every quarter and it becomes routine, not a fire drill. If you would like Egisedge to run quarterly update testing with your team, visit egisedge dot com.

[Scene: End card with egisedge.com and a link to "Oracle Fusion Financials setup walkthrough".]