Navigating the Mandatory Oracle EPM Cloud Migration from OCI Classic to OCI Gen 2

If you’re considering migrating your Oracle EPM Cloud environment from OCI Classic to OCI Gen 2, you have two different migration scenarios to choose from: Oracle-managed migration or customer-managed migration.

Oracle-Managed Migration:

With Oracle-managed migration, you have less time to test the applications and cannot choose the timeframe for the migration, as it is set by Oracle. However, the current URL will remain, and it will be redirected to the new environment, limiting the impact on setup and end-users. During the Oracle monthly updates, test and production application(s) will be updated respectively on the first and third Friday of the month. This migration option may be suitable for organizations that want to minimize disruption to their end-users and have less time and resources to devote to the migration.

Customer-Managed Migration:

With customer-managed migration, you have more time and control over the process, but you will have to choose a new URL, which requires additional work, such as informing users, updating Smartview connections, and checking interface setup. Additionally, you will have to update the OCI environments before go-live to be in sync again. This migration option may be suitable for organizations that want more control over the migration process and are willing to invest the necessary time and resources.

Regardless of the migration scenario you choose, the migration process involves several steps, including creating the Oracle EPM CSV file, configuring Single Sign-On with your Identity Provider, configuring IP Allowlists, cloning the Oracle EPM Cloud environments, modifying EPM Automate and REST API scripts, updating various components of your EPM Cloud environment, updating Smart View URLs, and creating new vanity URLs.

To make the migration process smoother, Oracle now offers the option to request a loaner environment on Gen2 infrastructure, which allows organizations to familiarize themselves with OCI Gen 2 for up to three months before the migration.

In conclusion, migrating Oracle EPM Cloud from OCI Classic to OCI Gen 2 is a complex process that requires careful planning and execution. By understanding the differences between the Oracle-managed and customer-managed migration scenarios and following the steps outlined in this guide, organizations can successfully migrate their EPM Cloud environment to the new platform with minimal disruption to their end-users.