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Oracle ImplementationEngineer (IE)The Implementation Engineer is your primary point of contact and technicalmanager during the Oracle Platinum Services implementation. From the pointof receiving ownership of the Platinum Implementation SR (PISR) to the point ofhand over to the delivery organization, the IE acts as the technical project leadduring the implementation and remotely installs all technical aspects of faultmonitoring and Oracle Automatic Service Request (ASR). The IE is alsoresponsible for coordinating the resources and activities to deliver and install theengineered system.Oracle PatchCoordinatorPlatinum Patching offers "Platinum Welcome Community Calls" as explained inDoc ID 1960456.1. These calls welcome you to Oracle Platinum Services andperform introductory activities such as sharing available community resourcesand learning about Oracle Platinum Services. They are also available in arecorded self-paced mode.After you attend the welcome call, you can reach out to your Oracle PatchCoordinator to complete your training and get answers to any questions. Theassigned Oracle Patch Coordinator will generate an initial patch profile for theCertified Platinum Configuration, which starts the planning process for the firstpatch event. Your customer account management team can assist you withidentifying your assigned Oracle Patch Coordinator.The Oracle Field Engineer (FE) is responsible for the Oracle Platinum Serviceshardware gateway installation (on Oracle hardware), OASG software installationand connectivity to Oracle.Oracle Field EngineerCustomer PlatinumManagerYou must assign an employee or contractor to fill the Customer PlatinumManager role. The Customer Platinum Manager is the point of contact(POC) for Oracle and is responsible for coordinating your resources,installation-related activities (for example, opening firewall ports), and formaking decisions that will promote a smooth implementation. This POC isalso responsible for integration with your processes and meeting theplanned Go Live schedule. Additional responsibilities include managingyour stakeholder interactions and, when necessary, consulting within yourorganization to acquire expertise for service integration—networkexpert(s), security expert(s), and the target system owner(s).Oracle Platinum Services implementation activitiesThe tables below provide examples of Oracle Platinum Services implementation prerequisite activities,implementation activities, responsible and/or supporting owners (in cases where the “Both” box is checked), andestimated timelines associated with an Oracle Platinum Services implementation. An incomplete activity may result indelays or cancellation of the Oracle Platinum Services implementation. The information listed below is forinformational purposes only, may vary for the purpose of your Oracle Platinum Services implementation and issubject to change.Prerequisite activities—service review and readinessActivity1. Pre- or post-Sales Briefing8Business / Technical Brief / Oracle Platinum Services Implementation / Version 2.1Copyright 2022, Oracle and/or its affiliates / PublicWhoCustomerOracleWhen

2.3.4.5.The Oracle Platinum Driver schedules a briefing with aprospective or new customer. This session provides a deepdive into Oracle Platinum Services, includingimplementation criteria. The Customer Platinum Managerprovides key coordination for appropriate customerstakeholder attendance.Oracle Platinum Services EligibilityOracle Platinum Services is available for new and previouslypurchased Certified Platinum Configurations.Note: previously purchased engineered systems mayrequire updates to qualify as a Certified PlatinumConfiguration. EXAchk includes Platinum eligibility checksfor some engineered systems. See Platinum Certification inExacheck (Doc ID 1968952.1). You can perform anyrequired updates or contract with Oracle AdvancedCustomer Services to perform updates for a fee.Suitable hardware or virtual environment for the OracleAdvanced Support Gateway softwareYou must provide a suitable environment for the gatewaysoftware. This can be an x86 machine that meets thespecifications outlined in the Gateway Host SystemRequirements document, or an Oracle Virtual Machine(OVM) on Oracle Private Cloud Appliance (PCA).Note: Oracle Private Cloud Appliances already implementedon Oracle Platinum Services are not eligible virtualenvironments for hosting the OASG software.Plan for Platinum integration with your Operational IT How Platinum monitoring and alerts will integrate intoyour IT Operations How Platinum connectivity will comply with yournetwork Security Policy and Audit How Platinum account/privileges will comply with yourpolicy and audit How Certified Platinum Configuration compliancerequirements will integrate with your changemanagement policy.Agree to the terms and conditions in the Oracle PlatinumServices Technical Support PolicyReview, become familiar with, and agree to the OraclePlatinum Services Technical Support Policy located cleBothImplementation activities—implementation readinessPlatinum Implementation readiness assumes you have completed the prerequisite steps and have gateway hardwarethat meets specified minimum requirements available in your datacenter.9Business / Technical Brief / Oracle Platinum Services Implementation / Version 2.1Copyright 2022, Oracle and/or its affiliates / Public

Implementation readiness allows for the collection of pertinent information, which facilitates a smooth transition toimplement Oracle Platinum Services. The following table shows pertinent activities with their associated responsibleand/or supporting owners. Only new gateway installations require these steps.Activity1. Implementation readiness kick-off meetingThe Oracle Platinum Driver (and in some cases, theImplementation Engineer), with support from the PlatinumEnablement Manager, will review the implementationprocess, connectivity requirements, and accessrequirements with your Customer Platinum Manager. At thistime, your Customer Platinum Manager should share thedesired Platinum Go Live date. Sharing this information isimportant, especially if the Go Live date is on the criticalpath of a larger othAt least one(1) week priorto e the Service Implementation Worksheet (SIW)(For new gateway only)The SIW collects pertinent customer contact information for: fault notification, change management notification, service requests (SRs), remote patch deployment.In addition, the SIW documents configuration informationfor the Oracle Advanced Support Gateway, and provides: expected firewall change dates your engineered system(s) information Cloud Control/EM Agent settingsThe Oracle Platinum Driver will assist your Customer PlatinumManager or their designee to register for access to the onlineSIW on the Oracle Advanced Support Portal. Once access isgranted, instructions for how to complete the online SIWdocument can be found here.3. Complete the network connectivity form (for InternetProtocol Security (IPSec) VPN only)If you require IPSEC VPN, Oracle Global IT can assist yourCustomer Platinum Manager with completing the OCCNNetwork Connectivity Form.4. Open Firewall PortsOpen necessary firewall ports. All firewall changes must bein place for remote Oracle Platinum Servicesimplementation. Please make sure to send all requirementsto your network or security team as early as possible tominimize any implementation delays. See Oracle AdvancedSupport Security Guide for general information on OracleAdvanced Support Gateway security and Network Protocoland Port Matrix for specific information on firewall tation activities—gateway and Platinum installation and configuration10 Business / Technical Brief / Oracle Platinum Services Implementation / Version 2.1Copyright 2022, Oracle and/or its affiliates / Public

After the prerequisite activities and readiness activities are complete, you are ready to engage with us for the gatewayinstallation (if it is a new gateway) and Platinum installation & configuration. For a new gateway, a PlatinumImplementation Help Service Request initiates the gateway setup.For an existing gateway, you must initiate the steps for adding more certified configurations via the gateway portal.After doing the initial checks via the gateway, we use the steps documented in Platinum Implementation ServiceRequest (PISR) Workflow (Doc ID 2231081.1) to auto-generate the Platinum Implementation SR (PISR).The following table lists the responsible and/or supporting owners of the relevant activities.11 Business / Technical Brief / Oracle Platinum Services Implementation / Version 2.1Copyright 2022, Oracle and/or its affiliates / Public

Activity1. Open a Platinum Implementation Help SR (for newgateways)The Oracle Platinum Driver will open a PlatinumImplementation Help SR and attach all the documentscollected during the Implementation Readiness activities.You will use the PISR jointly with us to communicate anddocument core steps and progress of the ect account/access informationThe Oracle Platinum Implementation Engineer will requestaccess details for the Certified Platinum Configuration viathe PISR. For details on access/password management,please see Oracle Platinum Service Delivery: PasswordHandling Standard (Doc ID 1674102.1)CustomerOracleBoth3.Install and configure the Certified PlatinumConfigurationThe Oracle Field Engineer and Oracle ImplementationEngineer will install and configure the Certified PlatinumConfiguration.This step is relevant only if the Platinum Implementation isplanned at the same time as the Certified PlatinumConfiguration is installed.Deploy Oracle Continuous Connection Network (OCCN) For SSL VPN – We will deploy OCCN after you enable theoutbound connection from the gateway. For IPSEC VPN, Oracle Global IT will assist you indeploying OCCN.Deploy the Oracle Advanced Support GatewayTwo options:a. You may download, deploy, and activate the OASGusing the registration code from the SIW on a VM orphysical host that can support the OperatingSystem (OS) of the OASG. This will configure thesystem to the point where the IE can remotelyaccess the system from Oracle using the VPN, andproceed with the rest of the implementation ofOracle Platinum Services.b. The IE will deploy the server purchased for theOASG (see requirements outlined in the GatewayHost System Requirements), install the softwareand configure the system to the point that the IEcan use VPN to remotely access the system fromOracle to proceed with the rest of theimplementation.Note: If you opt for non-Oracle hardware to deploy theOASG, you will ensure that the hardware meets thespecifications outlined in the Gateway Host SystemRequirements and you must install and configurethe OASG image software.CustomerOracleBoth4.5.12 Business / Technical Brief / Oracle Platinum Services Implementation / Version 2.1Copyright 2022, Oracle and/or its affiliates / PublicCustomerOracleBothCustomerOracleBothWhen

For indirect countries, you can incur Travel andExpense (T&E) charges if the gateway installation isdone separately from the engineered systemsinstallation. This ensures that we can provide T&Eas part of a standard product quote in support ofremote locations served by Oracle Standard SystemInstallation or Oracle direct product sales. There is no effect on service pricing if actual costsare not incurred. There is an initial estimate for T&Ebut you will only be billed for actual incurred costs,per Oracle policy.Oracle Platinum Services will maintain exclusive rootaccess to the gateway hardware for management andmaintenance of the OASG.Generate a Platinum Implementation SR (PISR)After the gateway is setup, follow the instructions atPlatinum Implementation Service Request (PISR) Workflow(Doc ID 2231081.1). This process utilizes the gateway portalto confirm all the requirements are met. At the end of thisprocess, the system will automatically generate a PlatinumImplementation SR (PISR) on your behalf.For some supported engineered systems, your assignedPlatinum Drivers will manually create the PISRs using theinstructions in Creating Platinum Implementation / ReImplementation SR: GCSEXA, GCSPLT (Doc ID 1803449.1). 6.7.Verify and attach documentation to PISROnce the Platinum Implementation SR (PISR) is generated,the Platinum Driver will review the PISR and attach all thedocuments collected during the Implementation Readinessactivities. You will use the PISR jointly with Oracle, tocommunicate and document core steps and progress of thePlatinum implementation.8. Install and deploy monitoring agents to CertifiedPlatinum ConfigurationsThe Oracle Implementation Engineer will installand deploy monitoring agents to the Certified PlatinumConfiguration and will, if required, upgrade the agents withthe latest patches.9. Discover monitoring targetsThe Oracle Implementation Engineer will discovermonitoring component targets and deploy monitoringtemplates.10. Activate Oracle Automated Service Request (ASR)The Oracle Implementation Engineer will enable ASR on thetarget engineered system and the Oracle Advanced SupportGateway.In some cases, the Customer Platinum Manager will need toapprove ASR assets. For more information, please reference:How To Manage and Approve Pending Oracle Auto ServiceRequest (ASR) Assets In MOS.13 Business / Technical Brief / Oracle Platinum Services Implementation / Version 2.1Copyright 2022, Oracle and/or its affiliates / OracleBothCustomerOracleBothCustomerOracleBoth

If the engineered system has ASR already configured, wewill ask the Customer Platinum Manager to disable existingASR installations. We will configure ASR management viathe gateway server, not locally on the client. For engineeredsystems that do not implement Oracle Platinum Services,you must host the ASR configuration in an ASR managerindependent from the OASG, but they can co-exist.Note: Consult your Implementation Engineer to learn aboutspecific ASR monitoring configuration requirements forsupported engineered systems.11. Configure the Oracle Advanced Support Portal (OASP) The Oracle Implementation Engineer will configurethe OASP for use. OASP use: You will receive an invitation email fromthe portal. You accept the invitation and theaccount creation process completes when you loginto OASP for the first time.12. ValidationThe Oracle Implementation Engineer will validate thegateway and monitoring setup.13. Activate Oracle Platinum ServicesAfter successful validation from all devices, the OracleImplementation Engineer will notify you and back-endOracle Support that Oracle Platinum Servicesis racleBothImplementation activities—Platinum go live transitionAfter your engineered system(s) are successfully live on Oracle Platinum Services, your assigned Oracle PatchCoordinator will guide you through some activities to ensure a smooth transition to the service. The following tableshows responsible and/or supporting owners of the various activities involved.Activity1. Welcome to Oracle Platinum ServicesPlatinum Patching offers "Platinum Welcome Community Calls"described in Doc ID 1960456.1. These calls welcome you to OraclePlatinum Services through introductory activities such as learningabout Oracle Platinum Services’ features and sharing availablecommunity resources. They are also available in a recorded self-pacedmode.After you attend the welcome call, you can reach out to your OraclePatch Coordinator to complete your training and answer any questions.Your Oracle Patch Coordinator will generate an initial patch profile forthe Certified Platinum Configuration, which starts the planning processfor the first patch event. Your account management team can help youidentify your Oracle Patch Coordinator.14 Business / Technical Brief / Oracle Platinum Services Implementation / Version 2.1Copyright 2022, Oracle and/or its affiliates / PublicResponsibilityCustomerOracleBothWhen

See Welcome to Oracle Platinum Services (1605750.1) for moreinformation.2.Introduction to the patching processYour Patch Coordinator will initiate the patch planning process. TheRemote Patch Installation: What to Expect document providesadditional information on Platinum patching.Note: We allocate resources to schedule and prepare for patch events.Please avoid trivial cancellations of scheduled patch events so thatOracle Platinum Services can efficiently provide patch availability anddelivery.15 Business / Technical Brief / Oracle Platinum Services Implementation / Version 2.1Copyright 2022, Oracle and/or its affiliates / PublicCustomerOracleBoth

Oracle Platinum Services Fault Monitoring ImplementationThe table below identifies a sample of the activities associated with implementing Fault Monitoring. Any activity notcompleted in this list may result in implementation delays.Activity1. Deploy the OASGTwo options:a. You may download, deploy, and activate the OASG using theregistration code from the SIW on a VM or physical host that cansupport the Operating System (OS) of the OASG. This will configurethe system to the point where the IE can remotely access thesystem from Oracle using the VPN, and proceed with the rest of theimplementation of Oracle Platinum Services.b. The IE will deploy the server purchased for the OASG (seerequirements outlined in the Gateway Host System Requirements.),install the software and configure the system to the point that theIE can remotely access the system from Oracle using the VPN toproceed with the rest of the implementation.Note: If you opt for non-Oracle hardware to deploy the OASG, youwill install and configure the OASG image software.2. Provide information to access the engineered systemYou will provide the required access information to allow the IE toperform the implementation of the service, including the hostname, IPand other required credentials.3. Deploy the Monitoring software and configuration to the CertifiedPlatinum ConfigurationThe IE will configure the target engineered system to send alerts to theOASG when faults are detected. This may require installation ofmonitoring agents to the system components or configuration ofalerting rules within the engineered systems management software.4. Discover Monitoring TargetsThe IE will discover targets to be monitored, and deploy any monitoringtemplates5. Activate ASRThe IE will enable ASR on the target engineered system and the OASG.Note: Oracle Platinum Services requires reconfiguration of existing ASRinstallations.6. Configure OASPThe IE will configure the OASP for the targets, and assign them toOracle Platinum Services to capture configuration information on thetarget engineered system.7. ValidationThe IE will validate the OASG and monitoring setup.16 Business / Technical Brief / Oracle Platinum Services Implementation / Version 2.1Copyright 2022, Oracle and/or its affiliates / When

Appendix I – Access RequirementsOracle requires a continuous connection to the Certified Platinum Configuration

Oracle Platinum Services implementation activities The tables below provide examples of Oracle Platinum Services implementation prerequisite activities, implementation activities, responsible and/or supporting owners (in cases where the "Both" box is checked), and estimated timelines associated with an Oracle Platinum Services implementation.