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CONTENTS
Lesson 1: HCM Cloud Service Overview .......................................1
Objectives ................................................................................................. 1
Oracle Fusion HCM Cloud Service ................................................................. 2
Oracle Cloud .............................................................................................. 3
Common Infrastructure Services ................................................................ 5
Customer Cloud Service Lifecycle (OC Release 13.2/FA Release 7) ................... 6
Key Differences between Cloud Deployment and On-premise ........................... 7
Oracle Cloud Security Practices and Policy Documents .................................... 8
Fusion Applications Cloud Service Options ..................................................... 9
Oracle Cloud Change Management ............................................................. 10
Oracle Fusion HCM Cloud Service Patching and Upgrades .............................. 11
Upgrades .............................................................................................. 13
Customer Benefits of Oracle’s Cloud Upgrade Solution ................................ 15
Upgrade Cadence Model.......................................................................... 16
Upgrade Cadence Model: Worked Example .............................................. 17
Special Upgrade Considerations ............................................................... 18
Recommended Customer Upgrade Validation Procedures ............................ 19
Oracle Cloud Environment Management ...................................................... 21
Available Environments........................................................................... 22
Environment Management Services and Tools ........................................... 23
Content Migration Solutions..................................................................... 24
Test-to-Production Migration ................................................................. 25
Production-to-Test Migration ................................................................. 26
Setup Migration through FSM .................................................................. 27
HCM Setup Migration ............................................................................ 28
Extensibility Migration ............................................................................ 29
HCM Implementation Lifecycle ................................................................. 30
Content Migration within the HCM Implementation Lifecycle ...................... 31
Initial Implementation .......................................................................... 32
Initial Implementation Process .......................................................... 33
Add-on Implementation ........................................................................ 34
Add-on Implementation Process ........................................................ 35
Oracle Cloud Backup Policies ..................................................................... 36
Oracle Cloud Disaster Recovery Objectives .................................................. 37
Know How to Work with Oracle SaaS .......................................................... 38
There are no demonstrations or activities for this lesson ............................... 39
Lesson Highlights ..................................................................................... 40
i
Lesson 1: HCM Cloud Service Overview
The Oracle Fusion HCM Cloud Service delivers a complete HCM solution which
includes the following:
Global HR
Payroll
Compensation
Benefits (included with a subscription to Global HR)
Workforce Predictions
Workforce Lifecycle Manager
Succession and Talent Review
Performance Management
Goal Management
Taleo Recruiting
Taleo Learn
This service helps drive better resource plans, employee alignment, and regulatory
compliance with integrated enterprise social networking tools, business intelligence, and
mobile data access.
Oracle Cloud
Other services will be integrated into OC over time (For example, Taleo)
For Public Cloud, services are available to the general public and offered on a
subscription basis, with no requirements to buy additional licenses or support.
For Private Cloud, services are offered for Oracle software and hardware and are
available internally, behind a firewall.
For details about Fusion Cloud Service options and procedures, see MOS article
#1534683.1.
For more information on HCM patch bundles, see MOS article # 1554838.1.
Planned Maintenance
Schedules for planned maintenance may be viewed on the Oracle Cloud Customer
Portal. Oracle will endeavor to provide customers with five business-day advance notice
if a different maintenance window is required. Maintenance extension alerts will also be
posted on the Customer Cloud Portal.
Emergency Maintenance
Oracle will apply emergency maintenance as required to maintain the operation,
security, and performance of the Oracle Cloud services. Emergency maintenance may
include, but is not limited to, the application of patches, configuration changes,
hardware repair, or other required activities.
Patch Bundles are applied monthly: 1st Friday on Test and 3rd Friday on
Production
If necessary, technology stack fixes will be applied on the 2nd and 4th Friday of
the month
Oracle offers standard patching and release cycle for SaaS customers. First, patch
bundles are applied to Test environments on the 1st Friday of the month. Then on the
3rd Friday of the month, the same patch bundle is applied to Production instances.
There could be times (for a few weeks) when your Test instance and Production
instance will not be identical from a patch-level standpoint. Functional fixes are applied
during these patch windows.
Remember, though, that Oracle proactively patches. Sometimes the functional patch
window does not afford the opportunity to make non-functional fixes to the tech stack.
To avoid problems across the fleet, Oracle sometimes has to introduce patches to the
tech stack on the 2nd and 4th weeks of the month. We give notice, but the trade off
here is that you will have more reliable, stable environment, but may experience
additional planned outages. This is only done when technical patching cannot fit in the
functional patch windows shown on the slide.
In addition to the monthly patches, we may also have one-off weekly patches consisting
of fixes addressing your critical features, capabilities that impact your project timeline
drastically. We can work with you to identify the one-off patches you need to apply
based on your project needs and plan. If you choose to take up these aggregated one-
off patches, there will be downtime on Wednesday/Thursday to apply these patches in
your Staging environment.
Production to Test (P2T) refresh requires same patch level in Prod and Test
- Perform P2T after Monthly Patch Bundle
- Schedule, plan for P2T well in advance
Upgrades
Upgrades are applied to Test environments first and, after customer validation, to
Production environments:
- Feature/function improvements
- Usability enhancements
- Technical updates
Language Packs
If more than one language pack is currently installed, customers must provide
authorization to apply any additional language packs at the time of the upgrade. There
will be an additional 3-hour outage required for each language pack for both Test and
Production.
Review testing plans and scripts originally prepared for the implementation
project to test the same scenarios in the newly upgraded environment.
Review any communications or training materials and guides for feature/function
changes due to the upgrade, to incorporate them into the customer's validation
strategy.
Configuration: Review the setup for primary code values, such as Departments,
Locations, Jobs and confirm that all appear to be the same as they were prior to
the upgrade.
Employee Data: Create and run a few simple reports on employees showing
their personnel and assignment information prior to the upgrade. Then run the
same reports again after the upgrade to verify that the information appears the
same as prior to the upgrade.
Reports: Run a few regular reports and confirm they are working correctly.
Integrations: Run a test of each of the customer's integrations to confirm that
they are all working properly.
Security: Sign on to OIM and verify that you can query all of the customer’s
organizations. Create a new user and assign roles.
Special Considerations
Single sign-on: Verify that you are still able to sign in successfully using
Lightweight Directory Access Protocol (LDAP) accounts.
E-mail notifications: If you previously had email notifications turned off in Test,
you can control this as part of the customer’s user account settings. Make sure
that you have selected the Suppress User Account and Email Notifications
option in the Manage Enterprise HCM Information task.
Multiple languages: Verify that each of the language packs is still available and
working properly.
Available Environments
A standard Fusion HCM Cloud Service subscription provides two environments -
Production environment and Test environment.
Customers may purchase additional Test environments for other purposes (For
example, Payroll parallel runs, feature development, familiarization/training, and internal
demos).
The Content Migration Solutions between Fusion HCM Cloud Service environments are
classified in terms of the direction from which content is migrated.
Test-to-Production Migration
The Fusion HCM Cloud Service supports migration of several of the most common
customer configurations from the test environment to the production environment. The
typical use case for such configurations is performing your configurations in the test
environment, validating that you configured them correctly, and migrating them to the
production environment.
Production-to-Test Migration
Migrates database content from Production to Test
Overwrites Test environment which is unavailable for 1 day
Both environments must be at the same patch level
- Recommendation: Time the P2T right after monthly Production patch bundle
Service is on request
- Recommendation: Get on the P2T schedule well in advance
Production user definitions are migrated
- Typically, Production users should not access Test
- Test users must be recreated
Content Migrated
1. All transaction data and functional setup data in the Fusion Applications schema
2. File attachments (for example, agreements, orders) stored in Universal Content
Management (UCM)
3. Flexfield customizations
4. Metadata Services (MDS) customizations (for example, Oracle Composer
changes)
5. BI Web Catalog and Repository Definition (RPD)
6. Oracle Data Integrator (ODI) repository
7. WebCenter contents
- Scope, an FSM concept, allows row-level migration but is not enabled for many
HCM LBOs
- Setup from target will be inserted into source if it does not exist in the source
- Setup rows from target that exist in the source will be updated with changes
from the source
- General Rule: Effective Start Dates must be the same to be considered as a
match
For more information, see FSM Help: Manage Export and Import Processes.
Also Supported:
FSM Migration for Common and Shared LBOs (for example, Common Look-ups,
Flexfield Definitions, Business Unit)
Comp Plan Migration via XML Export/Import function on the Comp Plan Setup UI
Extensibility Migration
The following table identifies key enablers for migration extensibility configurations from
one environment to another.
For more information, see the white paper Managing Fusion HCM Cloud Service
Environments (MOS article # 1537461.1).
Initial Implementation: The initial implementation should focus on doing the bulk
of configurations and data loading in the test environment and migrating
configurations (after user acceptance testing) to the production environment to
go live.
Initial Implementation
Note: Some customers may choose to combine the Set up and Test Configuration and
People Load Testing phases. If necessary, customers could delete tables with corrupt
data using Delete Scripts and rerun the scripts.
Add-on Implementation
Note: Some customers may choose to combine the Set up and Test Configuration and
People Load Testing phases. If necessary, customers could delete tables with corrupt
data through Delete Scripts and rerun the scripts.
Online backup of the database, code tree, and archive logs are performed by
Oracle for Production environments.
Backup is for Oracle's sole use in the event of a disaster.
Backup is made to disk daily and copied to tape twice a week.
Backup is maintained at an offsite storage facility for 5 weeks.
The offsite tape storage vendor (PCI certified for tape vault mgmt) takes the
tapes offsite on a daily basis.
Data stored in the backup tapes for the service is encrypted using strong
cryptography (AES-256 bit) and a True Random Number Generator (TRNG) for
the generation of strong keys.
Restoration of data from the stored backup tapes is tested twice annually.
Understand key differences between On-premise, SaaS by other providers, and Oracle
SaaS.
Oracle SaaS offers several services and resources to help you perform successful
customer engagements.
First, understand how to work effectively with Oracle Support. They are the
primary team you should be contacting for any issues or guidance you might
need during implementation. There are few best practices to triage and escalate
the issues. Be aware of those and apply whenever situation arises.
Lesson Highlights
Oracle Cloud (OC)
The Oracle Cloud is composed of 3 Service Models: Application Cloud Service (SaaS);
Platform Cloud Service (PaaS); and Infrastructure Cloud Service (IaaS). All Services
provided by OC are managed under a common infrastructure to support the entire
customer lifecycle for purchasing, using, and evaluating their Service.