Backup and Disaster Recovery

What is the process to take backup of Cloud EPM and Cloud EDM environments?

Each day, at the scheduled maintenance time of the environment, Oracle creates an Environment Backup and a maintenance snapshot called the Artifact Snapshot, which includes a backup of the existing artifacts and data. See Overview of Daily Backups.

How long does Oracle retain production and test backups, and how do I copy a backup snapshot to my environment?

Oracle retains daily backups from production and test environments for 60 days in Oracle Object Storage.

For more information on backup retention, types of backups, and how to retrieve or restore them, see Archival, Retention, and Retrieval of Daily Backups.

How do I restore Cloud EPM and Cloud EDM environments?

You can restore artifacts and data from a previous day using an Environment Backup or maintenance snapshot. For details, see:

What happens when Daily Maintenance is kicked off?

Find information on Daily Maintenance in Daily Maintenance Operations.

What disaster recovery options are available for Cloud EPM and Cloud EDM?

Oracle Fusion Cloud Enterprise Performance Management and Oracle Fusion Cloud Enterprise Data Management provide a self-service option for the customers to configure Disaster Recovery. See Self-Service Disaster Recovery Option

How can I set up backup and disaster recovery for my own Object Storage bucket?

If you use Object Storage to store snapshots in a Cloud EPM or Cloud EDM environmment, or to store attachments for Account Reconciliation, Financial Consolidation and Close, Tax Reporting, or Enterprise Profitability and Cost Management, you can configure a replication bucket as a backup. This setup ensures continuity in case the primary bucket becomes temporarily unavailable.

Below are the keys steps to setup backup and disaster recovery for an Object Storage bucket:

  1. Create the primary bucket:
    1. Create the main Object Storage bucket in a selected region.
    2. Configure it in your Cloud EPM or Cloud EDM environmment to store snapshots or attachments.

      Note:

      For instructions on how to create a bucket and store an object in the bucket, see Putting Data into Object Storage.
  2. Set up a replication bucket:
    1. Create a second bucket in a different OCI region.
    2. Configure replication from the primary bucket to this replication bucket.

      Note:

      For task documentation related to buckets, see Object Storage Buckets, Object Storage Replication, and Object Storage Data Retention Rules.
  3. In case of a disaster, if the primary bucket is affected, switch to the replication bucket:
    1. Make the replication bucket writable.
    2. Update the Cloud EPM or Cloud EDM configuration to use the replication bucket as the new main bucket.

      Note:

      The snapshots or attachments will now be stored in replication bucket.
  4. Once primary bucket is back online, to restore the original setup after recovery:
    1. Reconfigure Cloud EPM or Cloud EDM environment to use primary bucket as the main bucket again.
    2. Copy any delta (new or changed) files from replication bucket back to primary bucket .
    3. Re-establish replication from the primary bucket to the replication bucket.