December 6, 2022

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

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

EPM Cloud Classic to OCI Gen2 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

Customer Managed OCI Migration

  • 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 OCI Migration

  • 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

ITC Editorial Team
ITC Editorial Team The ITC Editorial Team is the thought leadership voice comprising professionals with expertise in ERP modernization and digital transformation. Rooted in real-world implementation experience and industry expertise, the team's insights addresses the evolving challenges of enterprise technology.

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