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Saturday, January 20, 2024

Oracle Redwood Migration and Adoption


Oracle continues to migrate, re-design and implement new features utilizing their Redwood design system, and HCM continues to be a big focus relative to these efforts in the coming releases (it already has been, but it's really picking up steam now with the end in sight!). In yesterday's office hours for HCM Redwood adoption, hosted by Oracle, it was clear that Redwood will likely become fully mandatory by 25B, for HCM, and Oracle was clear that if you haven't opted in by then, that they would move you!

In this post we won't go into a lot of details relative to what Redwood is, but in short, it is a modern design approach, bringing an updated UI that leverages AI and ML very well, while delivering a more modern and engaging usability experience for the users. Instead, we will focus on key points relative to adoption that you will want to make note of.

We already covered that full adoption is planned for 25B (around the April 2025 timeframe), however, there's accelerated adoption points that need to be considered, meaning, you don't have until 25B to opt in for the below:

  • Redwood Learning self-service mandatory for learners and managers (along with other select pages being enabled) - 24B
  • Checklists and Onboarding replaced by Journeys (Redwood) - 24D
  • Time and labor will transition to Redwood (24D), meaning features like timecards will have a new look and feel, etc.
The guidance right now is that current live customers start building an adoption roadmap and select lower environments to start enabling Redwood in desired areas to start performing impact analysis, and learning. There's also guidance for new implementations and in-flight implementations, and basically the message is to adopt Redwood to the maximum extent possible, to avoid significant changes soon after your Go-Live.

Oracle also urges clients to inventory their assets, and they list the below, as areas of consideration:
  • Page Composer personalizations
  • Transaction Design Studio personalizations
  • AutoComplete rules: Defaulting and Validations
  • Approvals and Notifications
To the above I would add your fast formulas (which it's not entirely clear whether significant impact is to be expected, and the question remains), and your visual builder extensions, particularly those built using the HCM embedded VB Studio capability. They also mentioned that security is the cause for 50% of reported issues with Redwood, because Redwood may require new security privileges, meaning, test your custom access and roles. Additionally, Oracle mentions that a tool will be released soon that can be used as a starting point to catalog assets and potential impacts, in the way of a report that you can run on your environment, the tool is called the "Redwood Adoption Analysis Tool". Make sure to monitor Cloud Customer connect for when that is announced, as it surely will come in very handy. On the topic of Cloud Customer connect, you can submit questions and request help there in the "Ask a Question" area, make sure to use the Redwood tag, and also, monitor the site for events such as webinars and office hours.

If you are a current live client (HCM), not utilizing Redwood yet to great extent, I recommend you dedicate an environment and go enable as much as you can there, then build a roadmap with milestones, and a test plan, etc. Additionally, change management will be very important, communications, trainings, job aid's, demos, because it is a significant change from a user experience standpoint.

Lastly, below are several useful resources relative to Redwood:
  • MOS article on enabling redwood pages- HCM Redwood Pages with Profile Options – My Oracle Support Doc ID 2922407.1
  • Fusion HCM: Redwood Required Steps for Environment Provisioned on Release 24A - Doc ID 2997123.1
  • Extending Redwood Applications using Visual Builder Studio - Doc ID 2991662.1

Sunday, January 14, 2024

Oracle Integration Cloud Gen 3 Upgrade - Tips and Features

As some of you may be aware, Oracle is migrating their OIC Platform to its new generation, called OIC 3. For those that remember the Gen 1 to Gen 2 migration, this one is more impactful, delivering a significant overhaul from a UI and usability perspective, as well as many new features. This entry will cover some of the features that I am most excited about, as well as important links and other key information relative to the upgrade effort.

An overview of key highlights with opportunities is below, and detailed documentation to all new features and other information is available at the bottom via links. Also, new updates are being rolled out to OIC Gen3 every month.


Gen3 Feature Highlights

Opportunities

Large payload support for integrations

Payload support is growing with Gen3, which allows for more complex use cases and larger volume to be processed, which will be a win already, but also can eventually lead you to rationalizing other tools away, such as MuleSoft and Biztalk, if you use those platforms.

Enhanced Disaster Recovery Capabilities

Gen3 will have an enhanced Oracle Managed DR offering that should simplify and reduce manual labor versus our existing DR strategy in Gen2, more on that below.

Private Endpoint Connectivity

This feature will set the stage to deprecate the connectivity agent used in OIC to connect to the DBCS or ADB (autonomous database) where you may house PLSQL for complex business logic, and instead allows us to connect OIC to the Autonomous Database directly, and if you have your own tenant ADB for VBCS, then both can coexist.

In short, you can rationalize databases by removing the DBCS environments and consolidate VBCS and OIC into a single ATP (autonomous database), and while replacing the connectivity agent (third party) with an adapter (native), reducing technical debt and failure points, should you have this type of configuration in OIC 2 currently.

New recipes and adapters

Enhanced connectivity and opportunities both to accelerate development of new integrations and to reduce technical debt, such as custom integrations between OIC and custom identity or token providers.

Enhanced Event Framework

True pub sub capabilities will now exist in OIC, which will simplify when we use this pattern, as today we have to write parent/child integrations with custom hand offs, versus using native event capabilities internally in OIC. There also appear to be enhanced polling capabilities.

RBAC and Projects

This feature will enhance how you utilize global OIC environments across business units and teams, better allowing HR and AFT to co-exist on the same environment (for example), reducing risk and improving supportability. You can also move away from having independent Dev environments for HR and AFT or CX, and consolidate.

RPA Capability

RPA capabilities will be added to OIC, which will allow for the utilization of this feature to address RPA requirements and aid in removing dependencies with external tools and the utilization of less integrated and supported RPA capabilities, such as Blue Prism, in the context of the broader Oracle footprint.

Increased Observability

Changes to monitoring and API framework that will allow for enhanced monitoring capabilities.


To note:
  • Not all features in Gen2 may yet be available in Gen3, and this upgrade also impacts VBCS and Process Automation, so extensive testing will be required, including performance testing.
  • Oracle has mentioned that middle of next year will be the deadline to migrate, potentially August, and although initial research shows that many clients are still in Gen2 and that upgrade issues can happen, you should plan and execute this sooner than later.
  • Some of our features weren’t ready or fully developed in OIC 3, such as the VBCS auto upgrade, and other features, and also that there’s several break/fixes that have been completed to stabilize OIC 3. As an example, Oracle was tracking an internal bug relative to stage files read/write, and this had a performance difference compared to Gen2, as an example 20-minute runtimes would go to an hour or two, which highlights A) the need to check the Known issues link, but B) to perform extensive regression testing, and also performance testing.
  • I also recommend that you upgrade a single instance as a pilot, perform your test plans there, prior to moving to upgrading several environments at once.
  • The VBCS and PCS assets within your Gen 2 instance will now be part of the auto upgrade process, which was previously not available, and would have caused significant manual work on your end, however, there's some outstanding licensing concerns Oracle is working through in this regard and some updates have been postponed until February, but if you have a simple instance without VBCS or PCS, there's no reason to wait, and you can go to OIC 3 already.
  • Oracle utilized the auto upgrade process to internally upgrade many of their complex OIC assets in Q4 (which include VBCS and PCS), which has increased confidence in the process for those that will undertake the complex upgrade path.
  • We confirmed that the IDCS stripe that the Gen2 instance is related to will not be impacted by the upgrade, and that OIC instance names, URL’s, etc. will also not be impacted.
  • We confirmed the connectivity agent does have changes relative to how it authenticates (no longer supports basic authentication), but that it should be seamless during the upgrade process, but if you use a connectivity agent make sure to test it well.
  • When you login to your Gen 2 environment, there will be a section that tells you if your environment meets the prerequisites to be upgraded, it is important these upgrade pre-checks pass, check the link below for more information. Also, if you don't want your environments to be auto upgraded if the pre-checks are met, it's important that you communicate with Oracle, to avoid surprises, you can raise an SR to postpone migrations.
  • Lastly, our current understanding is that the deadline to migrate to OIC 3 will be August of 2024, currently, but this could move depending on adoption and issues.

Links to Documentation:

Friday, May 19, 2023

Oracle FA - Credential Store Framework (CSF) Key Registration with Oracle Integration Cloud for Business Events

The purpose of this entry is to provide information regarding registering CSF keys and configuring connectivity between the Fusion based ERP application and Oracle OIC!

As discussed in prior entries, Cloud ERP provides business events which can be subscribed to by Oracle Integration. To enable the trust between OIC and ERP, in a FA-based SaaS instance, the outbound call of a webservice uses a OWSM security policy which retrieves the credentials for the call from a CSF Key.

Credential Store Framework (CSF) keys are credentials that use basic authentication (username and password) to certify the access of users and system components. Once the registration process is completed then the CSF keys will help to trigger the business events and call-backs from ERP to OIC, and after catching the event in OIC, we can apply our business logic and perform any other action, such as calling an external API, sending an email, writing the output to a database, and more.

For this to work we must create a local IDCS account with admin privileges in OIC, and use that ID in the CSF key configuration. We must note that Oracle now also has a token based alternative, but that will be covered in another entry.

To generate the CSF key, follow the below steps:

a. Login into the OIC instance with the user credentials and navigate to the Integration home page.

b. Click on the username from the top right corner of the OIC page and select About.

c. The CSF Key will be generated by appending the identity domain and OIC admin. The format for the csf key generation is mentioned in the below table.


Format: <Identity Domain><Service Instance>

Now, follow the step by step process to configure CSF key:

a. Navigate to Oracle ERP SOA Composer to configure CSF key from the below mentioned url.

b. SOA Composer URL - https://<erphostname>/soa/composer

c. Login to the cloud application with your Oracle Cloud ERP user credentials

Note that you will need the following two roles, to perform the following actions:

SOA_OPERATOR_ROLE_JOB
SOA_DESIGNER_ROLE_JOB

d. Once the login is successful then click on the Manage Security from the right side of the page. Then click on the Manage Security and another popup will be open to provide the Manage Credentials details. Please refer to the below table to provide the Manage Credentials details.

Once the details are provided then click on the Register button to complete configuring the CSF KEY.

#

Element

Description

value

1

csf-key

Specify the csf key as extracted from the section before.

<Identity Domain><Service Instance>

2

User Name

Enter the OIC admin user name

Local account we talked about earlier.

3

Password

 

Enter the password for accessing OIC application

<PASSWORD>

4

Confirm Password

Renter the same password for second time

<PASSWORD>


Now it's time to verify the configuration has been done successfully.

Once the CSF Key configuration is completed then the CSF Key verification should be done.

a. Access the below mentioned FA Cloud instance by executing the following URL in a browser.

NOTE – Access the Event Subscription URL from IE, Firefox or Edge Browsers. Do not use Google Chrome browser
 
b. Event Subscription URL – https://<erphostname>/ soa-infra/PublicEvent/subscriptions

If the event subscription url doesn’t work from the browser, then use the same URL in Postman to test it.

In the basic authentication section in Postman, pass the credentials for the local user and run the endpoint.

With this, OIC will now be able to listen to business events from ERP. One additional point to note, if you ever change the password for the account used for this setup, this trust will be broken. Also, rather than using the "update" option when changing the password and following these steps, you have to "register" again, because the changes won't take effect due to caching.