Wednesday, March 1, 2023

OCI Gen2 Migration for EPM cloud

 

OCI Gen2 Migration for EPM cloud


2023 is the year of OCI migration emails from Oracle.
Over time, by end of 2023, Oracle plans to migrate all EPM Cloud instances in Classic commercial data centres to OCI.
All EPM cloud instances include new orders of EPM Standard Cloud Service and EPM Enterprise Cloud Service from commercial customers with existing EPM Cloud legacy subscriptions.
26% EPM cloud environments including new and migrated ones are already on OCI.
Oracle's data centres around the globe are standardizing on the OCI architecture which delivers greater performance and reliability.
Many features of EPM Cloud are available only in OCI.

 

There are two possible options for OCI migration.

1)     Oracle Managed Migration

2)     Customer Managed Migration

 

Oracle Managed Migration

Steps for Oracle Managed Migration

        Oracle notifies all Service Administrators when the OCI migration will occur for their Classic environments – at least 1 month before the scheduled migration date. (email received on 9th Jan)

        On the scheduled migration date, Oracle provides new OCI environments equaling the current number of Classic environments.

       OCI environments will have new service URLs. (with same domain name like classic cloud URLs)

       Classic environments continue to work at the same time.

        Customer has 2 months to finish testing.

        At the end of 2 months, Oracle migrates application and all artifacts from classic cloud to OCI cloud (Test env on the first Friday and PROD on the third Friday of month)

 

Customer Managed Migration

Steps for Customer Managed Migration

        Customer creates an SR for OCI migration.

        Flexibility to choose domain name, data centre with CSV file in SR

        Oracle provides new OCI environments equaling the current number of Classic environments.

        Customer has 6 months to finish testing.

        Classic environments continue to work during these 6 months.

        Oracle will terminate the classic environments after 6 months.

        Customer can request termination of classic environments via SR if their migration is finished before that.

Post migration steps (Customer Managed migration)

        Service Administrator Tasks

       Announce URLs of OCI environments to EPM cloud users.

       Modify scripts to change URLs

       If Navigation Flows are used, update Connections to change URLs (and possibly passwords)

       If EPM Agent is used, update its configuration to change URLs (and possibly passwords)

       If you have any other integrations, such as, with FDMEE or NetSuite, update them to change URLs (and possibly passwords)

        Individual user tasks

       Update Smart View shared and private connections to change URLs

       Modify bookmarks to point to the new URLs

The biggest advantage with customer managed migration is 1) flexibility to perform testing over a period of 6 months and 2) choosing the logical domain name.

E.g. Instead of “a123456”, domain name can be “customer1”

 

Steps to migrate applications and artifacts (Irrespective of ownership)

        If Single Sign On (SSO) was setup in My Services for Classic environments, re-configure it for IDCS for OCI environments

        If IP allowlists were configured in My Services for Classic environments, use EPM Automate command setIPAllowList to re-configure them for the new OCI environments

        Clone ONLY the application from each Classic environment to corresponding OCI environment using Clone Environment – using schedule and order of your choice

        Complete the testing for all applications in 6 months

        After successful testing, clone all artifacts (application, users and their roles, data management records, audit history, job console history, and stored snapshots and files) from the Classic environments to corresponding OCI environments – using schedule and order of your choice

 

We, at Brovanture, are helping our clients with both these approaches. Give us a shout if you are on EPM cloud and want to understand more about it.