Understanding Patching for Your Oracle Fusion Cloud Services

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Presentation transcript:

Understanding Patching for Your Oracle Fusion Cloud Services Marc Lamarche Senior Director Global HCM Customer Support Sep 28, 2014 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted

This is a Safe Harbor Front slide, one of two Safe Harbor Statement slides included in this template. One of the Safe Harbor slides must be used if your presentation covers material affected by Oracle’s Revenue Recognition Policy To learn more about this policy, e-mail: Revrec-americasiebc_us@oracle.com For internal communication, Safe Harbor Statements are not required. However, there is an applicable disclaimer (Exhibit E) that should be used, found in the Oracle Revenue Recognition Policy for Future Product Communications. Copy and paste this link into a web browser, to find out more information.   http://my.oracle.com/site/fin/gfo/GlobalProcesses/cnt452504.pdf For all external communications such as press release, roadmaps, PowerPoint presentations, Safe Harbor Statements are required. You can refer to the link mentioned above to find out additional information/disclaimers required depending on your audience. Oracle Confidential – Internal/Restricted/Highly Restricted

Agenda 1 Fusion Cloud Basics Mandatory and Optional Patches Patching Recommendations Common Patching Scenarios Q&A 2 3 4 5 Oracle Confidential – Internal/Restricted/Highly Restricted

Oracle Cloud Hosting and Delivery Policies Fully managed environments—high availability, flexibility, backup, and monitoring to enable secure and scalable applications General maintenance releases (Upgrades R7 to R8), selected functionality releases, and documentation updates Assistance with Service Requests 24 hours per day, 7 days a week Access to My Oracle Support Portal(24 x7), with the ability to log Service Requests online Applications updates, security fixes, and critical patch updates Non-technical customer service during normal business hours cloud.oracle.com - navigate to Resources -> Support ->Oracle Cloud Policies ->Policies

SaaS Basics We manage the software for you as a service We publish policies that cover our service lifecycle processes We provision, maintain, and upgrade for you We publish a schedule for maintaining the software Patches to fix problems Upgrades to improve software capability or operational infrastructure As a customer you agree to work within our maintenance schedule You plan your project milestones to accommodate our published maintenance schedule for Production and Non-Production instances

Provisioned Environments Test, Prod and Optional Dev 2 environments are provisioned as standard Test (aka Stage) to be used for initial development and then for testing patches and upgrades Production (aka Prod) Dev1-n : Customers can acquire instances for parallel development and testing Production to Test (P2T) content migration requires that both instances are at exactly the same release and patch level Customers need their own instance management strategy for the lifetime of their service Understand the mandated standard monthly maintenance schedule for both Test and Prod Understand the options and process to get critical patches as an exception to the monthly schedule Understand the conditions attached to exception patching

Mandatory and Optional Patches We manage the software for you as a service Mandatory Patches Monthly Patch Bundle (MPB) Monthly Vertex Patch (Tax and address files) Quarterly Database and Hardware Maintenance patches Optional Patches Weekly Patch Bundle (WPB) Monthly Translation Patches One-Off Critical Showstopper Patches

Monthly Patch Bundle (MPB) Mandatory Patches - Applications PB & Middleware P4FA Our standard monthly process for maintaining all customer environments Includes Applications, Middleware and BI patches The MPB is cumulative and includes all eligible patches available since the last monthly patch bundle Applied automatically to all customer instances on the published schedule No exceptions (cannot be skipped) Non Production (Test/Dev) : 1st Friday of every month Production (Prod) : 3rd Friday of every month A full automated regression test suite is executed against the MPB Outage notifications sent to customers

Vertex, DB and Hardware Maintenance Patches Mandatory Patches Monthly Vertex Patches Vertex is an Oracle business partner that provides monthly tax updates and address validation files that must be patched into all environments Non Production instances are patched on the 18th of each month Production instances are patched on the 25th of each month No outage is required to apply these patches (applied in the background) Quarterly Database and Hardware Maintenance Patches Example: Database updates, security patches, EXA patches, etc… Applied as-needed (typically quarterly in conjunction with MPB) Outage notifications sent to customers Next planned outage Dec 19th

Weekly Patch Bundle (WPB) Optional Patches Not for live production instances Includes critical patches blocking your ability to go live The WPB is an aggregate of approved one-off patches release after the last MPB We run a full automated regression test suite on the WPB Applied weekly at the start of every weekend (for current month) Before requesting the WPB you must be aware of your P2T schedule P2Ts can only be done in a month where you do not request a WPB on your Test instance or your instances will be out of Sync Customers who request the WPB must agree: To take subsequent WPBs until the end of the current month (aka the “Train”) To take the WPB on all environments if in pre-production status (keep in sync)

Translation and One-Off Critical Showstopper Patches Optional Patches Translation Patches (R8) Applied on request via SR Non-Production instances - 2nd Friday of the month Production Instances - 4th Friday of the month In R9 translation patches will be installed automatically on the standard monthly patching cadence based on the language(s) installed in your instances One-Off Critical Showstopper Patches Senior management approval required Limited to critical live production down issues only Example: payroll issue, cannot pay employees

Patching Recommendations for Implementations We manage the software for you as a service Prior to Go-Live we recommend all customers to be on concurrent patching Concurrent patching needs to be requested via an SR Both Test and Prod are patched with the MPB on the first weekend of the month When WPB is requested, patching is done automatically on Test and Prod Plan your go-lives 1 to 2 weeks after the MPB is applied to Production Latest fixes applied before Go-Live Sync up Prod and Test (P2T) Perform P2T after the Monthly Patch Bundle is applied to Production Production to Test (P2T) content migration requires same patch level in Test & Prod Schedule and plan for the P2T well in advance

Patching Scenarios #1 (Live Customers) October 2014 November 2014 Dec Week1 M S T W F Week2 M S T W F Week3 M S T W F Week4 M S T W F Week5 M S T W F Week1 M S T W F Week2 M S T W F Week3 M S T W F Week4 M S T W F Week1 M S T W F MPB 8.10 MPB 8.10 P2T MPB 8.11 MPB 8.11 MPB 8.12 TEST PROD P2T Window P2T Window Live

Patching Scenarios #2 (Pre Go-Live – Concurrent Patching) October 2014 November 2014 Dec Week1 M S T W F Week2 M S T W F Week3 M S T W F Week4 M S T W F Week5 M S T W F Week1 M S T W F Week2 M S T W F Week3 M S T W F Week4 M S T W F Week1 M S T W F MPB 8.10 WPB x.1 MPB 8.10 WPB x.2 WPB x.3 WPB x.4 WPB x.5 MPB 8.11 MPB 8.11 P2T Go-Live MPB 8.12 TEST PROD P2T Window Implementing Live

R9 Upgrade December Rollout Pre-Upgrade Surveys went out last week You have until October 6th (HCM/ERP) to reply and voice your preference 3 preferences for each environment Best efforts to accommodate one of the top 3 preferences We will begin the broad rollout of upgrades from R8 to R9 in December The R9 upgrade cannot be skipped Language patches are done automatically

References Important MOS Docs Oracle ERP Cloud Patching Process (Doc ID 1630770.1) Oracle Fusion HCM Cloud Patching Process (Doc ID 1619092.1) The Oracle Sales Cloud Service: Patching Process (Doc ID 1900855.1) Oracle Fusion Applications Cloud Concurrent Patching Option (Doc ID 1646394.1) Guide to the Functional Readme for Fusion HCM Patch Bundles (Doc ID 1554838.1) Oracle Fusion Applications R9 Upgrade Process for Oracle HCM Cloud Service (Doc ID 1928157.1) Cloud Service Requests and Fulfillment for Oracle HCM Cloud Service (Doc ID 1534683.1) Managing Fusion HCM Cloud Service Environments (Doc ID 1537461.1)

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