Migrating Oracle EPM Cloud from Oracle Classic to OCI Gen 2 Environment

December 6, 2022

What is OCI Gen 2?

  • Oracle Cloud Infrastructure (OCI) second generation is a best-in-class platform
  • Higher security, workloads, and performance
  • Some features are available only in OCI
    • Oracle Identity Console – User Management
    • Custom Password Policy
    • Change Instance Name
    • Restore PROD backups from 60 days (listBackups, restoreBackups)
    • Multiple Identity Providers (SAML 2), etc.
  • 26% of customers are already on OCI
  • Oracle EPM Cloud is available in 17 OCI regions (data centers)
  • New customers are provisioned on OCI by default

OCI Migration Options

  • There are two options to migrate to OCI
    • Customer Managed
    • Oracle Managed
  • Both these options involve no costs
  • Check if your EPM is already on OCI or Classic
  • OCI is not yet deployed in government data centers
  • You will have new data centers

EPM Cloud Classic to Oracle Cloud Infrastructure (OCI) Migration

Customer Managed

  • Create a Service Request (SR) and submit a CSV file with the list of current environments
  • Option to choose your domain name
  • Choose the data center of your choice (only from the same geographical region)
  • New OCI environments equivalent to the current ‘Classic’ environment
  • OCI environments will have new service URLs
  • You have six months to complete your migration (Oracle will terminate Classic environments after six months)
  • Request additional time if your migration is not complete in 6 months

How to Do It?

  • If you set up SSO in My Services for Classic environments, reconfigure it for IDCS for OCI environments
  • If IP AllowLists are configured, use EPM Automate to reconfigure them for OCI (set IPAllowList)
  • Clone your applications using ‘Clone Environment’
  • Complete your testing in six months
  • After testing, clone all artifacts – Applications, Users, Roles, Data Management, Stored Snapshots

Post-Migration Tasks

  • Announce new service URLs
  • Modify EPM Automate/REST API scripts with new URLs
  • Update Navigation flows with new connection URLs and Passwords
  • Update SmartView connection URLs
  • Modify bookmarks

Oracle Managed

  • Oracle notifies service administrators of the OCI migration schedule
  • The tentative start date is April 2023
  • An equal number of OCI environments are created (Classic continues to work)
  • Advance notification of at least one month
  • Two months of testing time is available to customers
  • OCI environments will have new URLs during the testing period
  • At the end of 2nd month,
    • Oracle migrates applications and all other artifacts
    • URLs remain the same as of today
    • Overrides test applications on new OCI environments
    • DNS configuration to route classic service URLs to OCI
    • Terminate classic environments
    • First Friday of the scheduled month for TEST
    • Third Friday of the scheduled month for PROD
    • Use the skipUpdate option to delay the migration for a maximum of two months

Oracle Notification for Migration Contains

  • A list of current Classic environments
  • Domain names of new OCI environments (current domain names will be used)
  • OCI regions (default regions based on Classic)
  • Default domain administrator and service administrator email addresses (service request to change email addresses in the notification month)

Customer Tasks During Two Months of Testing

  • If SSO was set up in My Services for Classic environments, reconfigure it for IDCS for OCI
  • If IP allowlists are configured, use EPM Automate to reconfigure them for OCI (set IPAllowList)
  • Clone the application from each Classic environment to the corresponding OCI environment using Clone Environment

No post-migration tasks are required

Timelines and Action Items

  • If you choose customer-managed migration, start the process at the earliest
  • If you opt for Oracle-managed migration, Oracle will start sending notifications from April 2023
  • No action at the moment if you opt for Oracle-managed migration
  • All customers will have to migrate to OCI without exception

Ebook: Financial Close in Oracle EPM Cloud

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