EPM Automate Upgrade Process

This guide covers the upgrade process for EPM Automate utility and maintaining compatibility with Oracle Cloud EPM services.

Overview

Oracle releases EPM Automate updates monthly with: - New features and commands - Bug fixes and performance improvements - Security patches - Compatibility updates for cloud services

Upgrade Strategy

Why Upgrade Regularly

Compatibility - Cloud services evolve, requiring client updates
Security - Critical security patches
Features - New functionality and improvements
Performance - Optimization and bug fixes
Support - Oracle only supports recent versions

Upgrade Frequency

Environment	Recommended Frequency	Notes
Production	Monthly	After testing in non-prod
UAT/Test	Monthly	Before production
Development	As available	Test new features

Pre-Upgrade Checklist

Before You Upgrade

[ ] Check current version
[ ] Review release notes
[ ] Backup current installation
[ ] Document custom configurations
[ ] Test in non-production
[ ] Schedule maintenance window
[ ] Notify stakeholders
[ ] Prepare rollback plan

Version Check

# Check current version
epmautomate --version

# Sample output
EPM Automate version 23.11.75
Build: 2023-11-15 10:30:00

Upgrade Methods

Method 1: Auto-Upgrade (Recommended)

Check for Updates

# Check if update available
epmautomate upgrade -c

# Output if update available
A new version of EPM Automate is available: 23.11.76
Current version: 23.11.75

Perform Auto-Upgrade

# Auto-upgrade with confirmation
epmautomate upgrade

# Force upgrade without confirmation
epmautomate upgrade -f

# Upgrade with proxy
epmautomate upgrade -f ProxyHost=proxy.company.com ProxyPort=8080

Method 2: Manual Download and Install

Windows Manual Upgrade

# 1. Download new version from Oracle Cloud
# 2. Backup current installation
Copy-Item "C:\Oracle\EPM Automate" "C:\Oracle\EPM Automate_backup" -Recurse

# 3. Run new installer
.\EPMAutomate.exe

# 4. Verify upgrade
epmautomate --version

Linux Manual Upgrade

# 1. Download new version
wget https://download-url/EPMAutomate.tar

# 2. Backup current installation
cp -r ~/epmautomate ~/epmautomate_backup_$(date +%Y%m%d)

# 3. Extract new version
tar xf EPMAutomate.tar -C ~/

# 4. Verify upgrade
~/epmautomate/bin/epmautomate.sh --version

Method 3: Scripted Upgrade

#!/bin/bash
# upgrade_epm_automate.sh

# Configuration
EPM_HOME="/opt/epmware/epmautomate"
BACKUP_DIR="/opt/backup/epmautomate"
LOG_FILE="/var/log/epm_upgrade_$(date +%Y%m%d).log"

# Logging
exec 1> >(tee -a "$LOG_FILE")
exec 2>&1

echo "=== EPM Automate Upgrade Started: $(date) ==="

# Check current version
CURRENT_VERSION=$(epmautomate --version | head -1)
echo "Current version: $CURRENT_VERSION"

# Check for updates
if epmautomate upgrade -c | grep -q "new version"; then
    echo "Update available"

    # Backup current installation
    echo "Creating backup..."
    mkdir -p $BACKUP_DIR
    cp -r $EPM_HOME $BACKUP_DIR/epmautomate_$(date +%Y%m%d_%H%M%S)

    # Perform upgrade
    echo "Upgrading EPM Automate..."
    epmautomate upgrade -f

    # Verify upgrade
    NEW_VERSION=$(epmautomate --version | head -1)
    echo "New version: $NEW_VERSION"

    # Test basic functionality
    echo "Testing upgraded version..."
    epmautomate help > /dev/null 2>&1
    if [ $? -eq 0 ]; then
        echo "Upgrade successful"
    else
        echo "Upgrade failed - rolling back"
        # Rollback logic here
    fi
else
    echo "No updates available"
fi

echo "=== Upgrade Process Completed: $(date) ==="

Post-Upgrade Validation

Validation Steps

Step 1: Version Verification

# Verify version updated
epmautomate --version

# Check build date
epmautomate --version | grep Build

Step 2: Functionality Test

#!/bin/bash
# test_epm_automate.sh

echo "Testing EPM Automate functionality..."

# Test help command
if epmautomate help > /dev/null 2>&1; then
    echo "✓ Help command works"
else
    echo "✗ Help command failed"
fi

# Test login (if credentials available)
if [ -f .credentials ]; then
    source .credentials
    if epmautomate login $USER $PASSWORD $URL $DOMAIN; then
        echo "✓ Login successful"
        epmautomate logout
    else
        echo "✗ Login failed"
    fi
fi

Step 3: Script Compatibility

# Test existing scripts
for script in scripts/*.sh; do
    echo "Testing $script..."
    bash -n $script  # Syntax check
    if [ $? -eq 0 ]; then
        echo "✓ $script syntax OK"
    else
        echo "✗ $script has syntax errors"
    fi
done

Integration Testing

#!/bin/bash
# integration_test.sh

# Test with EPMware Agent
echo "Testing EPMware Agent integration..."

# Check if agent can find EPM Automate
if $AGENT_HOME/ew_target_service.sh test-epm; then
    echo "✓ Agent integration successful"
else
    echo "✗ Agent integration failed"
fi

# Test deployment
if $AGENT_HOME/test_deployment.sh; then
    echo "✓ Test deployment successful"
else
    echo "✗ Test deployment failed"
fi

Rollback Procedure

When to Rollback

Upgrade fails to complete
Critical functionality broken
Integration issues with EPMware Agent
Performance degradation

Rollback Steps

#!/bin/bash
# rollback_epm_automate.sh

BACKUP_DIR="/opt/backup/epmautomate"
EPM_HOME="/opt/epmware/epmautomate"

echo "Starting EPM Automate rollback..."

# Find most recent backup
LATEST_BACKUP=$(ls -t $BACKUP_DIR | head -1)

if [ -z "$LATEST_BACKUP" ]; then
    echo "No backup found!"
    exit 1
fi

echo "Rolling back to: $LATEST_BACKUP"

# Remove current installation
rm -rf $EPM_HOME

# Restore backup
cp -r $BACKUP_DIR/$LATEST_BACKUP $EPM_HOME

# Verify rollback
epmautomate --version

echo "Rollback completed"

Automated Upgrade Management

Scheduled Upgrade Script

#!/bin/bash
# scheduled_upgrade.sh
# Run monthly via cron

# Configuration
NOTIFICATION_EMAIL="admin@company.com"
TEST_FIRST=true

# Function to send notification
notify() {
    local subject=$1
    local message=$2
    echo "$message" | mail -s "$subject" $NOTIFICATION_EMAIL
}

# Check for updates
UPDATE_CHECK=$(epmautomate upgrade -c 2>&1)

if echo "$UPDATE_CHECK" | grep -q "new version"; then
    notify "EPM Automate Update Available" "$UPDATE_CHECK"

    if [ "$TEST_FIRST" = true ]; then
        # Test in development first
        ssh dev-server "/opt/scripts/upgrade_epm_automate.sh"

        if [ $? -eq 0 ]; then
            notify "EPM Automate Upgrade" "Dev upgrade successful, proceeding with production"
            # Proceed with production upgrade
            /opt/scripts/upgrade_epm_automate.sh
        else
            notify "EPM Automate Upgrade Failed" "Dev upgrade failed, skipping production"
        fi
    else
        # Direct upgrade
        /opt/scripts/upgrade_epm_automate.sh
    fi
fi

Cron Configuration

# Add to crontab
# Check for updates weekly, upgrade monthly

# Weekly update check (Mondays at 9 AM)
0 9 * * 1 /opt/scripts/check_epm_updates.sh

# Monthly upgrade (First Sunday at 2 AM)
0 2 1-7 * 0 /opt/scripts/scheduled_upgrade.sh

Version Compatibility Matrix

EPM Automate vs Cloud Services

EPM Automate Version	Compatible Cloud Versions	Notes
23.11.x	23.10 - 23.12	Current
23.10.x	23.09 - 23.11	Supported
23.09.x	23.08 - 23.10	Limited support
< 23.09	Various	Upgrade required

Feature Availability

#!/bin/bash
# check_features.sh

VERSION=$(epmautomate --version | grep -oE '[0-9]+\.[0-9]+\.[0-9]+')
MAJOR=$(echo $VERSION | cut -d. -f1)
MINOR=$(echo $VERSION | cut -d. -f2)

echo "Version: $VERSION"

# Check feature availability
if [ $MAJOR -ge 23 ] && [ $MINOR -ge 11 ]; then
    echo "✓ OAuth 2.0 support"
    echo "✓ Parallel processing"
    echo "✓ Enhanced encryption"
else
    echo "✗ Missing latest features - upgrade recommended"
fi

Troubleshooting Upgrade Issues

Common Upgrade Problems

Issue	Cause	Solution
Upgrade fails	Network issues	Check proxy/firewall settings
Version mismatch	Partial upgrade	Clean install
Scripts break	API changes	Review release notes
Performance issues	Configuration reset	Restore custom settings
Connection errors	TLS version	Update Java/certificates

Debug Upgrade Process

# Enable debug logging
export EPM_AUTOMATE_LOG_LEVEL=DEBUG

# Verbose upgrade
epmautomate upgrade -f -v

# Check upgrade logs
tail -f ~/epmautomate/logs/upgrade.log

Fix Corrupted Installation

#!/bin/bash
# fix_installation.sh

echo "Fixing EPM Automate installation..."

# Remove corrupted installation
rm -rf ~/epmautomate

# Download fresh copy
wget https://download-url/EPMAutomate.tar

# Extract
tar xf EPMAutomate.tar

# Configure
export JAVA_HOME=/usr/java/latest
export PATH=$PATH:~/epmautomate/bin

# Verify
epmautomate --version

Best Practices

Upgrade Guidelines

Test First - Always test in non-production
Backup Always - Keep installation backups
Document Changes - Track version history
Review Notes - Read release notes carefully
Plan Rollback - Have recovery plan ready

Version Management

# Track version history
echo "$(date),$(epmautomate --version)" >> /var/log/epm_versions.csv

# Maintain version documentation
cat > version_history.md << EOF
# EPM Automate Version History

| Date | Version | Changes | Issues |
|------|---------|---------|--------|
| $(date +%Y-%m-%d) | $(epmautomate --version | head -1) | Upgraded | None |
EOF

Testing Framework

#!/bin/bash
# test_framework.sh

# Test suite for EPM Automate
run_tests() {
    local status=0

    # Basic tests
    test_command "help"
    test_command "listcommands"

    # Connection tests
    if [ -f .test_credentials ]; then
        source .test_credentials
        test_login
        test_operations
    fi

    return $status
}

test_command() {
    local cmd=$1
    if epmautomate $cmd > /dev/null 2>&1; then
        echo "✓ Command '$cmd' passed"
    else
        echo "✗ Command '$cmd' failed"
        status=1
    fi
}

# Run tests
run_tests
exit $status

Monitoring Upgrade Status

Health Check Script

#!/bin/bash
# health_check_post_upgrade.sh

echo "=== Post-Upgrade Health Check ==="

# Version info
echo "Version: $(epmautomate --version | head -1)"

# Check core functionality
CHECKS_PASSED=0
CHECKS_TOTAL=0

# Check 1: Help command
((CHECKS_TOTAL++))
if epmautomate help > /dev/null 2>&1; then
    echo "✓ Help command"
    ((CHECKS_PASSED++))
else
    echo "✗ Help command"
fi

# Check 2: List commands
((CHECKS_TOTAL++))
if epmautomate listcommands > /dev/null 2>&1; then
    echo "✓ List commands"
    ((CHECKS_PASSED++))
else
    echo "✗ List commands"
fi

# Summary
echo "Health Check: $CHECKS_PASSED/$CHECKS_TOTAL passed"

if [ $CHECKS_PASSED -eq $CHECKS_TOTAL ]; then
    echo "Status: HEALTHY"
    exit 0
else
    echo "Status: DEGRADED"
    exit 1
fi

Staging Upgrades

Maintain separate EPM Automate installations for different environments to test upgrades progressively through dev → test → production.

Breaking Changes

Always review release notes for breaking changes. Oracle occasionally deprecates commands or changes syntax.

Next Steps

EPM Automate Configuration - Detailed setup
PCMCS Configuration - PCMCS integration
Cloud Integration - Cloud services overview
Troubleshooting - Resolve issues