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Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 1
Environment Management Tips
Oracle Cloud Applications (Fusion)

Lisa Ozkan
Director, Operations & Product Strategy
Oracle Cloud Applications
16 November 2016

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |


Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracles products remains at the sole discretion of Oracle.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |


Environment Management Tips

Welcome to Cloud! How to navigate through Updates How to prepare for Upgrades
Learn about your environments, and
get ready for your implementation

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |


Welcome to Cloud!
Your environments, welcome e-mail, action list, cloud portal

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |


Get to know your environments
1 Production, 1 Non-Production
Additional Test Environments
Separate Welcome Email for each environment
Multiple Cloud Services on a single environment
1 Welcome Email per environment (ERP, HCM, Sales, SCM)
Advanced Invoice Imaging service (additional Welcome Email sent
about details for this service)
Risk Management Cloud, Supply Chain Planning

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 7


Optional services
Languages
Additional languages can be requested after provisioning through support
Irreversible and extends maintenance downtimes
Virtual Private Network (VPN) connection
Can be ordered and provisioned at the same time as your service
Advanced Data Security* (ADS), TDE/Data Vault and Data Masking
Separately sold services that can be added to a GSI environment after it gets provisioned, and add to the
provisioning time
* Advanced Data Security option, offers both Oracle Database Vault and Oracle Break Glass
Load Testing (increments of 5 flows) also part of Premium Hosting Cloud Service
Single Sign On
Preapproved and Supported providers
Oracle Applications Cloud Service Single Sign On Enablement (Doc ID 2100578.1)
Fusion Applications Technology: Master Note on Fusion Federation (Doc ID 1484345.1)

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 8


Welcome Email
Information about Oracle Support Services, and details of
your Customer Support Identifier (CSI) Number for your new
cloud service

Temporary username and password for access to the My


Services portal and your new cloud applications
environment

URL details for both the My Services Portal and your cloud
applications environment

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Service Administrator Action List

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Cloud Portal cloud.oracle.com

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Cloud Portal Administration Roles
Responsible for management of the account and has access to all services
Account
Administrator purchased by the company that are available in the Cloud portal.
Can see the services and resend the welcome emails as necessary

Service

Administrator Responsible for management of Oracle Cloud Service
applications
Can see the services and resend welcome emails
Receives the welcome email with the environment
logins and URLs
Responsible for following the Action List and
instructions provided in the welcome email
Creates additional users and sets up security profiles
Responsible for adding other users or distribution lists
that need to receive downtime notifications

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 12


Oracle Cloud Portal

Through the Dashboard the


Account and Service
Administrators can monitor:

Uptime
Service Levels
Usage Statistics
Users system access according to
roles
Notifications affecting the
environment

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential 13 13
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Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 15
Notification Preferences
SMS
Email
Notifications Tab

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Notifications Tab
Planned maintenance
Unplanned outages
History related with each
announcement

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Cloud Portal Self-Service Enhancements - Future
Environment Refresh Scheduling
Upgrade Scheduling
Update History Visibility
Concurrent Maintenance Requests

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How to Navigate Through Updates
Quarterly, Monthly, Weekly Updates, and Service Entitlements

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |


Quarterly
Application
Updates
Effective 1 November 2016, the
frequency of the Oracle Cloud
(Fusion) application updates
cycle is changing from a
mandatory monthly to a
mandatory quarterly cadence

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 20


Quarterly/Monthly Updates
Estimated Start (US Pacific Time)
Middle East : Thursday: 10:00
APAC/Sydney : Friday 05:00
APAC/Singapore : Friday 05:00
Europe : Friday 13:00
Americas : Friday 19:00

Refer to Oracle Applications Cloud Fusion Applications Update Policy


(Document ID 1966109.1)

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Application Update Frequency
Quarterly Updates (Mandatory - Default)

November December January

Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 10 Wk 11 Wk 12 Wk 13 Wk 14
11/4 11/11 11/18 11/25 12/2 12/9 12/16 12/23 12/30 1/6 1/13 1/20 1/27 2/3

Quarterly Q Q Q
Nov Nov Feb
(Mandatory) NONPROD PROD NONPROD

Quarterly Update months: February, May, August, November


Update content is cumulative (also for monthly updates in between)
Content is documented in the Oracle Applications Cloud Known Issues and Update Documents link provided on
downtime notifications

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 22


Reasons for Monthly Updates
Standalone Monthly Update request from customer
Starts and ends based on SR submitted
They may request to stay on Monthly Update for multiple quarters

Critical update that cannot wait till next quarterly


Typically ends with next Quarterly Update
Critical issues encountered during nonproduction release upgrade testing, impacting
production upgrade

Statutory updates needed (ex: payroll, tax, compliance)


Communicated in advance and typically ends with next Quarterly

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 23


Monthly Updates (Optional)

November December January

Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 10 Wk 11 Wk 12 Wk 13 Wk 14
11/4 11/11 11/18 11/25 12/2 12/9 12/16 12/23 12/30 1/6 1/13 1/20 1/27 2/3

Quarterly Q Q Q
Nov Nov Feb
(Mandatory) NONPROD PROD NONPROD

Monthly M M M M
(Optional) Dec Dec Jan Jan
NONPROD PROD NONPROD PROD

Customers may request through SR to be placed on Monthly Update cadence for a period of time (My Services in
the future)
Deadline to submit request is 5 PM Pacific on Monday the week before 1st Friday of the month being requested
(no exceptions)
All environments for the customer is placed on Monthly Update cadence for the same duration (exceptions to
this rule requires approval)

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 24


Exception Updates
Can be requested through SR process
For a business critical issue
With no workaround that cannot wait till next monthly update
When a resolution is available
Reviewed and approved on a case-by-case basis
If you are approved to receive an Exception Update, Oracle Support explains the type of update you
will receive and the timing for applying it
Keep in mind that an Exception Update introduces:
Differences in update levels between your environments
You may have to reschedule any Environment Refresh that is planned
Additional potential outages that you would otherwise not have in order to apply the Exception Update and,
in some cases, to apply add-on updates for the remainder of the calendar month and quarter
All Exception Updates are included in the next Monthly Update

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 25


Weekly Updates (Exception Approval Required)
February March April May

Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 10 Wk 11 Wk 12 Wk 13 Wk 14
2/3 2/10 02/17 2/24 3/3 3/10 3/17 3/24 3/31 4/7 4/14 4/21 4/28 5/5

Q Q
Feb May

NONPROD NONPROD

M M
Mar Mar

NONPROD NONPROD

W W W W W W W W W W W W W W
1 2 3 4 1 2 3 4 5 1 2 3 4 1
NONPROD NONPROD NONPROD NONPROD NONPROD NONPROD NONPROD NONPROD NONPROD NONPROD NONPROD NONPROD NONPROD NONPROD

Weekly updates are applied to nonproduction environment first, and introduces additional weekly updates for rest
of the month, in addition to monthly updates for the rest of the quarter
Production environments receive the monthly update, the following month, and will receive additional monthly
updates for the rest of the quarter
Exceptions to these rules are handled on a case by case basis

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 26


Update Scenario #1 (Pre Go-Live Concurrent Maint)
February March April May

Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 10 Wk 11 Wk 12 Wk 13 Wk 14
2/3 2/10 02/17 2/24 3/3 3/10 3/17 3/24 3/31 4/7 4/14 4/21 4/28 5/5

Q Q
NON-PROD

Feb May

NONPROD NONPROD

M M
Mar Mar

NONPROD NONPROD

P2T WINDOW
W W W W
1 2 3 4
NONPROD NONPROD NONPROD NONPROD

P2T Go-Live
4/27 4/30
CONCURRENT
Q Q
Feb May
PROD

PROD PROD

M M
Mar Mar

PROD PROD

W W W W
1 2 3 4
PROD PROD PROD PROD

IMPLEMENTING LIVE
Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 27
Update Scenario #2 (Live Customer)
February March April May

Wk 1 Wk 2 Wk 3 Wk 4 Wk 5 Wk 6 Wk 7 Wk 8 Wk 9 Wk 10 Wk 11 Wk 12 Wk 13 Wk 14
2/3 2/10 02/17 2/24 3/3 3/10 3/17 3/24 3/31 4/7 4/14 4/21 4/28 5/5

Q Q
NON-PROD

Feb May

NONPROD NONPROD

M M
Mar Mar

NONPROD NONPROD

P2T WINDOW P2T WINDOW


W W W W
1 2 3 4
NONPROD NONPROD NONPROD NONPROD

P2T
3/29

Q Q
Feb May
PROD

PROD PROD

M M
Mar Mar

PROD PROD

LIVE
Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 28
Environment Refresh Requests
P2T T2T
Production to Test Test to Test
Submit refresh request at least 3-weeks in advance of the refresh date
Stay out of blackout period (for P2T)
Source and target environments must be at the same code level
Including language packs and optional products
Beware of concurrent maintenance, monthly or exception updates, and upgrades

Refer to Oracle Applications Cloud Service Definition - Environment Refresh


(Document ID 2015788.1)

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Environment Refresh P2T Blackouts
Blackout between 1st and 3rd weekend of
Quarterly Update month
Monthly Update option introduces additional
blackout every month
Exception Updates introduce further
reduction for that month, in addition to
monthly blackouts till next Quarterly Update

Refer to Oracle Applications Cloud Service Definition - Environment Refresh


(Document ID 2015788.1)

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Maintenance Scheduling through My Services
Selection of Environment Refresh
dates
Takes into account blackout period
and displays valid dates, making it
easier to schedule correctly
Online tool creates Environment
Refresh Request automatically, you
can still log Service Request
manually using the SR template if
preferred

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 31


Manual Migration Production Deployment Activities

Manual tasks required to migrate setup and other configurations from Non-
Production to Production
Not an automatic process that can be requested
Tools used include Setup and Maintenance Manager, File Based Loader
T2P Typically performed after User Acceptance Testing is completed and deploying to
production
Test to See Note 1308404.1 for more information on Configuration Package Migration and
Note 1510288.1 - Guidance for Managing Customizations in Oracle Cloud
Production Application Services: Flexfield Migration
For report migration see Note 1510577.1 - Guidance for Managing Customizations
in Oracle Cloud Application Services: Business Intelligence Migration and Note
1611612.1 - How To Migrate Financial Reporting Studio Reports From One Instance
To Another

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 32


Cloud Concurrent Maintenance
as Non-Production: For implementing customers (not live)
You can request that your production environment
Be automatically updated at the same time as your non-production environment for all
updates and upgrades
Offers a number of benefits such as ability to request environment refreshes during black
out period, and getting exception updates applied faster in production environment for
critical issues before Go Live
Requires logging a one-time SR (must end the month before Go Live)

as Production: Parallel Production - Available ONLY if you have


more than one Non-Production environment

Refer to Oracle Fusion Applications Cloud Concurrent Maintenance Option


(Document ID 1646394.1)

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Environment Resizing
Must be requested before Go Live for Production environments!
You can request that your environments
Be reviewed for expected usage and sized properly before Go Live or significant
milestones such as Data Loads, Conversions, and UAT
Requires logging a Cloud SR for each environment with details of usage submitted
(fill out and attach latest version of resizing questionnaire)
Resizing activities can be scheduled for second and fourth weekend of a month
Four weeks lead time is required in order to accommodate dates requested

Refer to Oracle Applications Cloud - Environment Resizing


(Document ID 2015718.1)

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Other Service Entitlements

Oracle Applications Cloud Service Entitlements


Overview of the technical services that you can request
for your Oracle Applications Cloud
My Oracle Support document includes templates to be
used when entering an SR for each of the services

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How to Prepare for Upgrades
Scheduling, preparation, execution

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High level overview MAY JUN JUL AUG SEP OCT NOV

Your chosen upgrade schedule


1-2 upgrades per calendar year (Production is upgraded 3-4 weeks after Test)
Mandatory for all customers (implementing and live)
5-6 month window to upgrade
Oracle only supports current release and immediate previous release of a cloud service
As the GA date for a new release approaches, all customers must move to the latest release
Avoid implementing new application modules/features at the same time as upgrading consider this as a
post upgrade activity
Implementing customers should include upgrade tasks in their project plan
Rescheduling is allowed based on availability, up to 1 week before an upgrade date

For more on the content of new releases see Cloud Release Readiness Content (https://cloud.oracle.com/readiness and Document ID 2118019.1)
For information on logistics and customer responsibilities see Oracle Applications Cloud - Release Upgrade Planning (Document ID 2016981.1)

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 37


Upgrade Notifications
What to Expect
Scheduled, waiting for customer
confirmation SR
Confirmed
Reminder
Mandatory (if not confirmed by
1 week deadline)
Downtime start/end

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 38


Environment Refresh Before or After An Upgrade
At least 3 weeks advanced scheduling required (4-5 weeks recommended for upgrade
related environment refresh planning)
Stay out of black-out dates (between 1st and 3rd weekend of quarterly update month)
Pick an environment refresh date at least 5 days before Non-Production upgrade
Pick an environment refresh date at least 5 days after Production upgrade (parallel
production)

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 39


Environment Refresh (P2T) Example
Customers will continue to request this separately
Plan 4-5 weeks in advance if one needed before Non-Production upgrade

3. Latest 4. Deadline to
potential day for request P2T before
P2T before upgrade
upgrade
1. Production
2. Non-production
upgrade for a live
upgrade of a live
customer
customer

P2T Blackout

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 40


How To Schedule Upgrade Based On Go Live Dates
Try to upgrade ~3 months before or after Go Live to give time for testing and
stabilization, completing all upgrades before final deadline!

If upgraded to Old Release recently, may choose to upgrade at a later date, so that you
have time between 2 upgrades for testing and stabilization.

Optional - Request Monthly Updates till end of the Quarter including Go Live
Optional - Request staying on Concurrent Maintenance till the month before Go Live

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 41


Scheduling Tips for Live Customers
With Only 1 Non-Production Environment

Allow Current Release Update testing before Upgrade to New Release


Schedule Non-Production upgrade after Production Quarterly Update (3rd week of
quarterly update month)
Reduce number of downtime on Production environments
Allow 3.5 weeks between Production and Non-Production upgrades
Schedule Production upgrade for 3rd week of the following month (reduces downtime
for production environment if you are on monthly update cadence)
Plan production upgrade at the same time as next quarterly update if not on monthly
cadence
Keep in mind that infrastructure updates may occur on 2nd or 4th weekends

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 42


Tips for Go Live
Go Live After Go Live

Typically target 1 to 2 weeks after any scheduled update is applied to Production


Schedule well in advance, especially for activities such as Environment Refresh (P2T/T2T)
Assure latest fixes have been applied before Go-Live
Assure Production and Non-Production are in sync for P2T after production cutover
Environment Resizing
Clean bill of health from final project review
Consider business-critical activities (period/year-end, statutory reporting or tax cycles)
Communications and training completed for all users and stakeholders
Solutions for critical SRs in place
Onsite/on-call assistance available during critical cutover activities
Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 43
Life After Go Live
Go Live After Go Live

Prepare for Updates and Upgrades


Include inbound/outbound integration, and infrequently used feature/functions into
your quarterly update test plans
Keep your administrator contacts current
Continue monitoring your environments and notifications
Request environment sizing evaluation when you add new services and users
Request other optional service entitlements as needed

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 44


Copyright 2016, Oracle and/or its affiliates. All rights reserved. |
Additional Resources

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |


Working with Oracle Applications Cloud
Cloud Policies & Guidelines
Understand hosting and delivery policies for your Cloud
Review security guidelines
My Cloud Community
Customer Connect
Customer Forums Getting Started
Oracle Communities Environment access email You will receive a
Oracle University For instructor led or welcome email with details on how to access your
live virtual classes cloud service
Online Documentation Service Administrator Action List - critical tasks to
perform after receiving your environment access email
Get started with your Implementation
Working with Support HCM / ERP / Sales Cloud / Risk Cloud
My Oracle Support Home Page New to Cloud?
Logging a Service Request (SR) Click here to access the
Working effectively with Support Cloud Information Center
Contact Support Manage your Cloud Service
Oracle Cloud My Services
Cloud Notifications Portal

Release Upgrades
Release Upgrade Planning Service Entitlements
Release Readiness Content Quick Reference to Service Entitlements Review
services that support & optimize your Cloud

Updates
Oracle Applications Cloud - Update Policy
Understand updates to your Cloud environment

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 48


Oracle Cloud Policy Documents
Oracle Cloud Services Agreement
Latest versions available on oracle.com
Copy of the agreement your organization has executed with
Go to http://www.oracle.com/contracts
Oracle when you acquired the Oracle Application Cloud
Select Oracle Cloud Services on the left navigation pane
services.

Oracle Cloud Hosting and Delivery Policies


Detail explanation of Oracle Cloud services you are entitled
such as Security, Service Levels, Support, Change management,
Resiliency, etc.

Data Processing Agreement


Copy of the agreement between your organization and Oracle
concerning processing of Personal Data.

Oracle Fusion Cloud Services Services Descriptions


Description of access privileges specific to your Applications
cloud services such as Product access and Usage limits.

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 49


My Oracle Support (MOS) Services
https://support.oracle.com
24/7 Technical Assistance with Service
Requests
When creating Service Requests, ensure that every
request is logged under the Cloud tab so that it is
directed to the proper resources in Support

24/7 Online Resources via My Oracle Support


Portal
Enhancement Requests reported / tracked via
Service Requests
Knowledge Services
Application Help
Manuals and Guides
Search capability
Up-to-date information on Updates, Bug fixes,
Security alerts, New releases
My Oracle Support Community

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 50


My Oracle Support Knowledge Base

Important Articles for New


Oracle Applications Cloud
Service Customers

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My Oracle Support Communities
Community forum for
customers, partners
and other experts,
hosted and moderated
by Oracle Support
Accessed by experts
worldwide
Forum for browsing
specific product and
service related
questions

Copyright 2016, Oracle and/or its affiliates. All rights reserved. | 52


Cloud Portal Metrics
Link to MOS Community
New metrics
Training
Feedback

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Oracle Applications Customer Connect
appsconnect.oracle.com
Events: Attend exclusive events and access replays

Recent Posts: Post comments and read posts from your colleagues

Idea Lab: Share ideas and learn about ideas from other members

Invite Co-workers: Invite coworkers to join the community


Release Readiness:
Release Content Documents and Whats New Guides for
upcoming releases
Upgrade Planning and Logistics Whitepaper
Information on Update Bundles
Community Forums
Live and recorded release readiness sessions

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