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Preparing For The Cloud: Oracle Utilities Application Framework (4.4.0.2.0)
Preparing For The Cloud: Oracle Utilities Application Framework (4.4.0.2.0)
the Cloud
Oracle Utilities Application Framework (4.4.0.2.0)
2 W HITE PAPER / Preparing for the Cloud - Oracle Utilities Application Framework (4.4.0.2.0)
Table of Contents
Introduction .................................................................................................. 5
Overview ...................................................................................................... 5
3 W HITE PAPER / Preparing for the Cloud - Oracle Utilities Application Framework (4.4.0.2.0)
Custom Tables ...........................................................................................................................19
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INTRODUCTION
OVERVIEW
The Oracle Utilities Cloud is a fully featured Software As A Service version of the relevant Oracle Utilities
product optimized for the infrastructure. From a Configuration Management perspective, it contains the
following aspects:
• Oracle Utilities Product. This is the cloud version of the Oracle Utilities product including the
browser-based development and configuration management tools for each environment. From a
development point of view, an environment is provided to build and test extensions from the browser
interface.
• Oracle Utilities Cloud Services Foundation. This is a cloud exclusive product that provides a set of
capabilities to manage your cloud instances and aspects typically associated with implementation
such as scheduling and data maintenance. There are utilities in this product that will touch on
configuration management.
• Oracle Cloud Console. This is a console available for all Oracle Cloud offerings to allow some level
of control and some tracking capabilities at the cloud service level for you as a tenant of the cloud.
This typically will cover ANY Oracle Cloud service including IaaS and PaaS service that you may
obtain from Oracle. This component of Configuration Management will not specifically cover this
aspect of the cloud solution. It is mentioned only for completeness.
In the Oracle Cloud there are typically three groups of users, at a minimum:
• Business Users. This is a broad group of users including call center users as well as administration
accounts that maintain meta data on behalf of the business. This group of users typically uses the
main instance of the product for most of their work.
• Developers/Partners. These are users responsible for extending the cloud instance and any
configuration management activity around those extensions.
• Cloud Administration. These are users that are responsible for the technical side of the cloud
instances. In some cases, these are IT personnel and in some, these are key users responsible for
liaison with the cloud vendor. They would have access to the cloud infrastructure using the various
consoles for all Oracle Cloud services they have responsibility for.
The figure below summarizes the relationship between the group of users and the cloud aspects for an
Oracle Utilities Cloud solution:
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Business Users Developers Cloud Admin
Oracle Utilities
Oracle Utilities Product Oracle Cloud Console
Cloud Services Foundation
CLOUD PRINCIPLES
Before discussing the migration of on-premise extensions and data into the Oracle Cloud there are a
few principles that need to be discussed and understood to frame the discussion.
• Designed for Scalability and Availability. All the technical performance aspects of the product are
managed by the Oracle Cloud team. The customer agrees a Service Level Agreement as part of the
contract which is automatically tracked and reported as per the agreement by the Oracle Cloud team.
The customer only must manage the network connectivity to the cloud instance (directly or indirectly).
• Prebuilt Integration and Architecture. The Oracle Utilities SaaS Cloud instances are managed
using prebuilt integrations for security and architecture. The integration for security and other
integrations come in a prebuilt format ready for use.
• A Box with an API. The easiest way to visualize the cloud instance is a box containing functionality
this is accessible from several API's (some are inbuilt in ConfigTools, others are available via SOAP
and/or REST). The contents of the box are hidden to reduce risk and cost and if you live within the
API then the implementation is successful.
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In Oracle Utilities SaaS Cloud implementations, the risk is greater for Oracle in terms of provisioning a
usable system that performs up to expectations. To mitigate that risk and keep cloud cost effective
means enforcing restrictions compared to on-premise, IaaS and PaaS implementations of the same
technology. The restrictions are to keep the implementation as low as risk as possible for both parties
as well as providing some level of flexibility. These restrictions are not imposed to restrict flexibility but
to take full advantage the platform offers.
Restrictions
No Java Based There are several reasons for this This is a cost and control issue
Extension Supported restriction: mainly in the Oracle Cloud.
• Build and Deploy Needed. Java Customers should use Groovy or
requires a distinct build and ConfigTools for these types of
deployment event to implement extensions as they require no
change. This may require outages as Build/Deployment activities and
well as add manual costs for are whitelisted.
deployment.
• Java Has Low Level Access. Java
has operating system level access
which increases risk.
Whitelist Imposed Several security-based whitelists are Where a method is restricted for
imposed to restrict the direct use of low direct access and is required, a
level API's to lower risk. safe API is provided to replace
that method as necessary. For
example, file path definitions are
now defined in metadata using
File Adapters which are security
controlled to ensure compliance.
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Note: Whilst the techniques in this document apply to migrating to the Oracle Utilities Cloud SaaS
offerings from on-premise, they can be used for other implementation types to reduce your risk and
costs. These techniques, unless otherwise indicated, are available to on-premise implementations as
well to reduce costs.
Migrating to the cloud is all about preparing your on-premise (or non-SaaS Cloud implementation) for
the Oracle Cloud SaaS by converting the parts of that implementation into Oracle Cloud friendly
technology. A generic process for this process is shown below:
Java Extensions
ConfigTools Extensions
Establish
Migrate ConfigTools Extensions
Migration
Extensions
Environment
Import Extensions
Into Cloud
Configuration Data Configuration Data
File Storage
File Location References Configuration
Establish Migration On premise install an environment to You may not have access to the
Environment match the Oracle Cloud release (product Cloud Accelerator, if desired, in
only) to act as a source of the migration. this environment but for the parts
that you want to migrate should
be included in this environment.
You may decide to defer
functional testing migrations till it
is loaded into the Cloud as a
starting point to save time and
cost.
Import Extensions Into Export the cloud friendly extensions using From there the accelerator may
Cloud the Configuration Migration Assistant and be added and then testing on the
import them using Cloud Services cloud can commence. For other
Foundation into your non-production Data Migration, refer to the
instance. Oracle Cloud Services
Foundation documentation.
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Establish Migration Environment
To prepare your transition to the cloud, it is recommended to establish a compatible copy of the same
version of the Oracle Utilities product on-premise to migrate your extensions into. This would be a basic
simple installation and should be treated as an upgrade environment.
Migrate Extensions
The most crucial step in this process is to migrate your custom extensions into technologies that are
available:
Extension Migrations
Java Based Algorithms Convert to ConfigTools or adopt base They can be written in Groovy or
accelerator Scripting
Java Based Batch Convert to Plug In Batch Generally, can be in Scripting but
Processes Groovy should be used for
import/exports
XSL Files Migrate to Managed Content (4.4.0.2.0 This is only applicable to Inbound
and above) Web Services and Outbound
Messages. All other locations are
not supported.
File Paths Define File Adapter settings for each Ensure all Batch Controls for
file path pointing to a valid location extracts and imports.
within Oracle Cloud instance or Oracle
Object Storage Cloud
The last step is to export the extensions using Configuration Migration Assistant and load them into the
Oracle Utilities Cloud SaaS service as documented in Cloud Service Foundation documentation.
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OTHER EXTENSION TYPES TO MIGRATE
• Use the third-party scheduler with the Scheduling API to execute processes in the Oracle Utilities
Cloud Service.
• Use the inbuilt scheduler via the Oracle Utilities Cloud Service Foundation.
Note: For detail documentation on the API and the inbuilt scheduling capability refer to the
documentation provided with your Oracle Utilities Cloud Service.
On Premise
Scheduler
Schedule API Oracle Utilities Cloud Service
Note: For customer migrating from Oracle Utilities Customer Care and Billing product and using the
Workflow based scheduler in that product. The workflow scheduler is not supported in the Oracle Utilities
Cloud Service. Customers must manually migrate to the inbuilt scheduling solution provided by the
Oracle Utilities Cloud Service
Note: The SQL in this section is provided as samples only includes joins for descriptions (using
language_cd = 'ENG'). This is included to aid in easier identification. This can be removed or altered
as necessary.
Note: These SQL statements rely on record ownership and/or naming conventions to be adhered to. If
those rules are broken, then these SQL statements might miss this information.
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Note: If the SQL shown below does not return ANY records then the remediation may be complete for
that object.
• Execute the following SQL against the product database to identify the batch controls:
SELECT
b.batch_cd,
d.descr,
b.program_name,
b.pgm_type_flg
FROM
ci_batch_ctrl b,
ci_batch_ctrl_l d
WHERE
b.pgm_type_flg IN (
'JAVA',
'CBL'
)
AND d.batch_cd = b.batch_cd
AND d.language_cd = 'ENG'
AND lower(b.program_name) LIKE 'cm%'
AND b.owner_flg = 'CM'
• Once the batch controls have been identified, remediate the identified Batch Control code into a cloud
compatible technology such as Groovy and/or scripting using plug in batch using the following base
java programs:
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com.splwg.base.domain.batch.pluginDriven.PluginDrivenGenericProcess Generic Process
• Define a new Batch Control or replace the original Batch Control, referencing the newly remediated
code.
• If the Batch Control entry is New, then remove the original Batch Control that has been remediated.
Note: Configuration Migration Assistant will not migrate executions of Batch Controls.
• Execute the following SQL against the product database to identify the algorithms to remediate:
SELECT
a.alg_type_cd,
a.pgm_name,
d.descr50,
a.alg_entity_flg,
v.descr,
a.pgm_type_flg
FROM
ci_alg_type a,
ci_alg_type_l d,
ci_lookup_val_l v
WHERE
a.alg_type_cd = d.alg_type_cd
AND d.language_cd = 'ENG'
AND v.language_cd = d.language_cd
AND v.field_name = 'ALG_ENTITY_FLG'
AND v.field_value = a.alg_entity_flg
AND lower(a.pgm_name) like 'cm%'
AND pgm_type_flg IN (
'JAVA',
'CBL'
)
AND a.owner_flg = 'CM'
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Description descr50 This is the name of the Algorithm Type to
make it easily identifiable if the
alg_type_cd makes no sense.
Algorithm Entity alg_entity_flg This is the identifier for the algorithm entity
associated with the algorithm type. It is
where the algorithm is configured to be
used.
• Remediate the identified Algorithm Type code into a cloud compatible technology such as Groovy
and/or scripting.
• Define a new Algorithm Type or replace the original Algorithm Type, referencing the newly remediated
code.
• If the Algorithm Type entry is New, then perform the additional tasks:
– Create the necessary Algorithms associated with the new Algorithm Type, if necessary.
– Replace the Algorithms on all the associated entities with the newly created Algorithms, if new
entries were created.
– Remove the original Algorithm Type that has been remediated. This should remove it from the
above query.
• Execute the following SQL against the product database to identify the foreign key references to
remediate:
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SELECT
f.fk_ref_cd,
d.descr,
f.tbl_name,
f.info_prg,
f.zone_cd,
f.context_menu_name,
f.search_type_flg,
f.pgm_type_flg
FROM
ci_fk_ref f,
ci_fk_ref_l d
WHERE
f.fk_ref_cd = d.fk_ref_cd
AND d.language_cd = 'ENG'
AND f.pgm_type_flg IN (
'JAVA',
'CBL'
)
AND f.info_prg LIKE 'cm%'
AND f.owner_flg = 'CM'
Table Name tbl_name This is the prime table the key is associated
with.
Search Type Flag search_type_flg If associated with a search, this is the type
of search. Provided for reference only.
• Remediate the identified Foreign Key code into a cloud compatible technology such as Groovy and/or
scripting.
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• Replace the original Foreign Key, referencing the newly remediated code.
• Execute the following SQL against the product database to identify the audit programs to remediate:
SELECT
tbl_name,
audit_pgm_name,
audit_pgm_type
FROM
ci_md_tbl
WHERE
audit_pgm_type_flg IN (
'JAVA',
'CBL'
)
AND lower(audit_pgm_name) like 'cm%'
• Remediate the identified Audit Program code into an Oracle Utilities SaaS Cloud compatible
technology.
• Replace the original Audit Program and on the relevant Table entries, referencing the newly
remediated code.
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Custom Program Components (Legacy)
In legacy versions of the Oracle Utilities Application Framework, the Oracle Utilities SDK included
support for program components to support older versions of products. Whilst, newer versions of the
products used more extensive techniques, some older implementations may still have custom program
components that may need remediation.
• Execute the following SQL against the product database to identify the program components to
remediate:
SELECT
prog_com_id,
prog_com_name,
tbl_name,
comment_short,
tmpl_cd,
loc_id,
user_exit_pgm_name
FROM
ci_md_prg_com
WHERE
owner_flg = 'CM'
AND loc_id = 'COB'
User Exit Program user_exit_pgm_name Program to remediate (if user exit based).
• After identification, it is recommended that the code incorporated into the appropriate algorithm in a
language compatible with the Oracle Utilities SaaS Cloud.
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File Paths on Batch Controls
Note: Failure to remediate these entries from the Batch Control meta data may cause batch failures for
executions on the cloud environments.
In on-premise versions of Oracle Utilities Application Framework based products, the FILE-PATH batch
parameter is configured to a physical location on the file system. On the Oracle Utilities SaaS Cloud, the
locations that can be used are limited to the approved locations of the service. The Oracle Utilities SaaS
Cloud supports a file alias capability that can be used to refer to fixed locations on the cloud. The paths
configured on any batch controls need to be changed to use this new capability and reference the new
locations.
• Execute the following SQL against the product database to identify the batch controls that need to be
remediated:
SELECT
b.batch_cd,
d.descr,
b.batch_parm_val
FROM
ci_batch_ctrl_p b,
ci_batch_ctrl_l d
WHERE
b.batch_parm_name = 'FILE-PATH'
AND TRIM(b.batch_parm_val) IS NOT NULL
AND b.batch_parm_val NOT LIKE 'file-storage%'
AND b.batch_cd = d.batch_cd
AND d.language_cd = 'ENG'
Note: The SQL will attempt to capture any configured job that has a FILE-PATH parameter and that
parameter is not using the file-storage adapter. This includes base jobs not configured. If the
customer is not using the standard FILE-PATH as a parameter in the Batch Control then this may not
be detected.
• Create an interim entry for the location with an appropriate name under the F1-
FileStorageExtendable Lookup Query. with an appropriate alias (as the Value) and using the
Native File Storage adapter with the current location in FILE-PATH to maintain compatibility for
remediation. For example:
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Figure 4. File Storage Options – Native File Storage
Note: It is recommended to define your root locations as lookups in this fashion as sub-directories of
this location are supported directly by the syntax.
• Alter the FILE-PATH parameter in the Batch Control in the query to use the file-
storage://<value> where <value> is the name of the appropriate alias configured. Directories
under this value are also supported using operating system syntax.
• After remediation, alter all aliases to use the Oracle Cloud Object Storage adapter as outlined in the
online documentation for your cloud service. No change is necessary on the batch controls as they
will now use the new storage. For example:
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Figure 5. File Storage Options – Object Cloud Storage
Note: Refer to URI Substitution in the online documentation for additional examples of this capability.
Custom Tables
In some implementations, custom tables were added to add functionality unique to satisfy requirements.
In the Oracle Utilities SaaS Cloud the use of custom tables is not available to reduce costs and risks. If
your implementation has used custom tables and those are defined in the meta data they must be
remediated prior to migration to the cloud, if the custom data tables are still required.
• Execute the following SQL against the product database to identify the custom tables that need to be
remediated:
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SELECT
t.tbl_name,
d.descr
FROM
ci_md_tbl t,
ci_md_tbl_l d
WHERE
d.tbl_name = t.tbl_name
AND d.language_cd = 'ENG'
AND t.owner_flg = 'CM'
• For each table, identify the base object that might be applicable to migrate to. Additionally, you might
want to consider incorporating the data into an existing applicable base objects in the product other
than the ones listed below:
Configuration Master Configuration Use for simple configuration objects with small
number of values
Note: The objects listed above are owned by Oracle Utilities Application Framework. Additional objects
may exist in each product that can be used to house your data.
• For each table to replace, create an associated set of ConfigTools objects (such as a Business Object,
etc) on the appropriate base products to maintain the data.
• Use the conversion toolset in the Oracle Utilities Cloud Service Foundation to migrate the data into
the new object or migrate into the base object prior to migration to the cloud.
eXtensible Stylesheet Language Transformations (XSLT) provide a way of transforming XML into an
alternative format (XML, etc). Oracle Utilities Application Framework supports these transformations for
outbound transmission of data for both the request and response level (response transformation is only
supported for Real-Time Adapters). This is to allow the product to support a wide range of integration
scenarios between other applications, market hubs, etc.
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Typically implementation teams create the necessary transformation, in the tool of their choice, and then
configure the Oracle Utilities Application Framework to use the transformation with the relevant
transaction at the relevant time. In past releases, this meant creating an .xsl file containing the
transformation, depositing it on the file system and then, using the relevant utility, incorporating that file
into the build of the deployment of the product and finally redeploying the product to enable the
transformation to be used. These file based transformations must be defined as Managed Content to be
migrated to the cloud.
• Execute the following SQL against the product database to identify the transformations that need to
be remediated:
SELECT
o.nt_xid_cd,
o.outmsg_type_cd,
o.outmsg_proc_meth_flg,
d.descr,
o.xai_sender_id,
o.batch_cd,
o.outmsg_xsl,
o.outmsg_resp_xsl
FROM
f1_extsys_outmsg_prof o,
ci_lookup_val_l d
WHERE
d.language_cd = 'ENG'
AND d.field_name = 'OUTMSG_PROC_METH_FLG'
AND d.field_value = o.outmsg_proc_meth_flg
AND ( TRIM(o.outmsg_xsl) IS NOT NULL
OR TRIM(o.outmsg_resp_xsl) IS NOT NULL )
AND ( ( TRIM(o.outmsg_xsl) IS NOT NULL
AND TRIM(o.outmsg_xsl) NOT IN (
SELECT
TRIM(MANAG_CONTENT_CD)
FROM
f1_manag_content
WHERE
TRIM(manag_content_type_flg) = 'F1X'
) )
OR ( TRIM(o.outmsg_resp_xsl) IS NOT NULL
AND TRIM(o.outmsg_resp_xsl) NOT IN (
SELECT
TRIM(manag_content_cd)
FROM
f1_manag_content
WHERE
TRIM(manag_content_type_flg) = 'F1X'
) ) )
Note: There is no owner flag on this query so this may return base services which can be ignored.
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Outbound Message XSL Query Columns
• For each XSL identified, create a Managed Content object of Type XSL, containing the XSL in the
schema. For example:
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• Within the External System indicate the identifier of the Managed Content on the relevant Outbound
Message Type configuration. For example:
• Execute the following SQL against the product database to identify the transformations that need to
be remediated:
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SELECT
s.in_svc_name,
d.descr,
l.descr AS "Web Service Type",
s.operation_name,
s.request_xsl,
s.response_xsl
FROM
f1_iws_svc_oper s,
f1_iws_svc_l d,
f1_iws_svc i,
ci_lookup_val_l l
WHERE
d.in_svc_name = s.in_svc_name
AND i.in_svc_name = s.in_svc_name
AND d.language_cd = 'ENG'
AND l.language_cd = d.language_cd
AND l.field_name = 'WEB_SVC_CLASS_FLG'
AND l.field_value = i.web_svc_class_flg
AND ( TRIM(s.request_xsl) IS NOT NULL
OR TRIM(s.response_xsl) IS NOT NULL )
AND i.owner_flg = 'CM'
AND ( ( TRIM(s.request_xsl) IS NOT NULL
AND TRIM(s.request_xsl) NOT IN (
SELECT
TRIM(manag_content_cd)
FROM
f1_manag_content
WHERE
TRIM(manag_content_type_flg) = 'F1X'
) )
OR ( TRIM(s.request_xsl) IS NOT NULL
AND TRIM(s.response_xsl) NOT IN (
SELECT
TRIM(manag_content_cd)
FROM
f1_manag_content
WHERE
TRIM(manag_content_type_flg) = 'F1X'
) )
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Request XSL request_xsl XSL to remediate for the request.
• For each XSL identified, create a Managed Content object of Type XSL, containing the XSL in the
schema.
• Use of XSL is restricted to SOAP based Inbound Web Services only. If they exist on REST based
services then they must be removed from those services.
• Within the Inbound Web Service indicate the identifier of the Managed Content on the relevant
Operation configuration. For example:
• Execute the following SQL against the product database to identify the database objects that need to
be remediated:
SELECT
object_name,
subobject_name,
object_type,
status
FROM
user_objects
WHERE
object_name LIKE 'CM%';
Note: This must be run as the product schema owner not the application database user.
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Note: This SQL assumes that naming conventions outlined in the Oracle Utilities SDK are adhered to.
Non-compliant objects may not be identified by this query.
Custom XAI Class XAI not supported in Oracle • Migrate to base functionality
Utilities SaaS Cloud Services
and XAI Class is not
applicable in Inbound Web
Services
Custom Route Type MPL is not supported in • Oracle Integration Cloud Service
Oracle Utilities SaaS Cloud • Oracle SOA Cloud Service
Services.
Custom XAI Inbound Web XAI not supported in Oracle Migrate to Inbound Web Services (SOAP)
Service Utilities SaaS Cloud Services as outlined in Migrating from XAI to IWS
(Doc Id: 1644914.1)
Custom XAI Rules MPL is not supported in • Oracle Integration Cloud Service
Oracle Utilities SaaS Cloud • Oracle SOA Cloud Service
Services.
Custom JMS Senders JMS is not available within • Oracle Integration Cloud Service
the Oracle Utilities SaaS • Oracle SOA Cloud Service
Cloud Services.
• Oracle Messaging Service (JMS
Provider) or Oracle Event Hub Cloud
Service (Apache Kafka)
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Custom JMS Receivers JMS is not available within • Oracle Integration Cloud Service
the Oracle Utilities SaaS • Oracle SOA Cloud Service
Cloud Services.
• Oracle Messaging Service (JMS
Provider) or Oracle Event Hub Cloud
Service (Apache Kafka)
Custom JNDI Access to JNDI is not • See specific JNDI objects in this list.
available within the Oracle
Utilities SaaS Cloud Services.
Note: These objects must be removed or replaced with cloud compatible alternatives as part of the
migration remediation activities in moving to the Oracle Utilities SaaS Cloud.
• Be familiar with the Accelerator. The accelerator is included in the Oracle Utilities Cloud Service.
Familiarize yourself with it so that you can determine the best ways of taking advantage of the
capabilities.
• Assess Gaps as part of the migration. Look at the capabilities and your current extensions. If you
can replace any extension with a capability in the accelerator, then that reduces cost and risk.
• Take your risk profile as a factor into your approach. The accelerator is only available to the
Oracle Utilities Cloud Service and not available on-premise. This means you cannot install it on-
premise as part of the migration process. There are several techniques that can be used to help
migrate efficiently:
– Migrate it all. Migrate all the remediated extensions to get to the cloud quickly and then migrate to
the accelerator over time. Whilst this might add cost to remediate, it is a low risk and calculated
migration strategy. It keeps the implementation more usable over releases. It realizes additional
cost and risk savings over a longer time.
– Assess, Migrate Overlap and Reconcile. This is slightly riskier in the short term but is lower cost
barrier in migrating to the cloud. The idea is that you assess the accelerator and identify and
overlaps in current extensions. Only remediate the gaps as part of your migration. The slight risk
that your remediated extensions do not represent the full extensions you need (as the accelerator
is not available on-premise). The risk will be alleviated once you have migrated the gaps to the
cloud where the combination of extensions and accelerator now form your total solution.
– Hybrid. This is a combination for the above two approaches. An example of this is when you find
that whist the capability you have in an extension is in the accelerator, the accelerator version may
not do everything you need.
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Start Simple
One of the key benefits of the cloud is the service itself. The more of the service that is used by an
implementation the lower the risk and lower the cost. For every feature, not used may represent a cost
to the implementation. One of the other pitfalls is to not recognize what the service offers and overly
orchestrate solutions.
• Start with the Service. Fully exploit the functionality in the service first. The service has been
designed with lowest cost and provides some simple integration scenarios. These scenarios provide
the lowest common denominator for integration at the service level. For example, there is a standard
capability to extract data from the service. It is basic and may be sufficient for most needs.
• Augment As Necessary. The advantage of the cloud is what is in the service, what is not in the
service and what integration techniques are available. If the requirements are complex then you can
augment a solution using other Oracle Cloud Services, foreign cloud services or even on-premise
software. The cloud provides a standard set of API's as well as standard means for using that
capability.
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Preparing for the Cloud - Oracle Utilities Application Framework
October 2019