Understanding the Lift and Shift Process

The Lift and Shift process in Cloud Manager enables the automated migration of on-premises PeopleSoft environments to Oracle Cloud. Migration to Cloud is achieved in two steps:

  • Lift: Using the lift utility provided in Cloud Manager, PeopleSoft Application environment data (for example, PS_APP_HOME, PS_CUST_HOME) is packaged into DPK format. The PeopleSoft Oracle database is backed up using RMAN, and is uploaded to Oracle Object Storage.

    The Lift utility provided in Cloud Manager lifts the application tier (middle tier) and packages it into a DPK. The database tier is independently packaged into a separate DPK.

    Cloud Manager supports database lift using hot backup. Hot backup is performed with RMAN (Recovery Manager) using Oracle Database Cloud Backup Module (ODCBM) that is bundled with the lift utility.

    Note: The DPKs that were lifted using older versions of Cloud Manager, may not be successfully shifted in later Cloud Manager versions.

  • Shift: Cloud Manager downloads the lifted DPKs and RMAN backup. It then creates a new environment on Oracle Cloud. Once shifted, customers can use Cloud Manager to further manage, scale up or scale down, or clone these environments.

    Note: Before doing a Shift action, Lift and Shift topology must be updated with the right VM shape for each node.

Overview of the Lift and Shift process

Lift and Shift Process

Customers will download the Lift utility from Cloud Manager and run it on an on-premises environment to create and upload customer application DPKs to the Oracle Cloud Service. Then using Cloud Manager, they use the customer application DPK to create a running application environment intact with all the customizations that have been done on-premises. It is a two-step process that simplifies days of laborious tasks. The Lift and Shift process is helpful to migrate many of your different environments such as demo, development, test, and training environments to the Oracle Cloud. Once an environment has been lifted, you can provision as many separate instances as you need.

To migrate a PeopleSoft environment from on-premises to Oracle Cloud using Cloud Manager, it must be running PeopleSoft application version 9.2 or above on a supported Linux operating system. The database must be on Oracle 19c or later. Follow the support guidelines for PeopleSoft PeopleTools and PeopleSoft applications on My Oracle Support Certifications and on the PeopleSoft Cloud Manager Home Page, My Oracle Support, Doc ID 2231255.2.

Note: To shift an environment, you must log on to Cloud Manager with a User ID that includes the Cloud Manager PeopleSoft Administrator role (PACL_PAD). The default User ID CLADM includes this role.