Description

Introduction

Migrating to Oracle Enterprise Data Management Cloud Service (EDMCS) is a critical step for organizations aiming to modernize master data management. This course guides participants through the entire migration lifecycle—from strategic planning to hands-on execution—highlighting best practices, common pitfalls, and governance essentials for a seamless transition.

Prerequisites

• Basic knowledge of EDMCS and metadata structures

• Familiarity with legacy MDM systems (e.g., DRM, spreadsheets, custom tools)

• Understanding of hierarchy and dimension management

• Exposure to Oracle EPM or ERP environments is beneficial

Table of Contents

1. Migration Strategy and Planning
1.1 Assessing the Current Data Management Landscape
1.2 Defining Migration Goals and Success Metrics
1.3 Building a Stakeholder-Driven Roadmap
1.4 Change Management and Communication Planning

2. Readiness Assessment and System Audit
2.1 Cataloging Hierarchies, Dimensions, and Properties
2.2 Identifying Custom Logic and Data Quality Gaps
2.3 Mapping Legacy Features to EDMCS Capabilities
2.4 Preparing a Data Governance Framework

3. EDMCS Environment Setup
3.1 Application and Viewpoint Design
3.2 Security Roles and Access Controls
3.3 Configuring Node Types and Hierarchical Relationships
3.4 Setting Up Reference Properties and Lookups

4. Data Migration Execution
4.1 Extracting Data from Legacy Systems
4.2 Data Transformation and Cleansing
4.3 Bulk Import into EDMCS (via CSV/API)
4.4 Validating Structure and Metadata Integrity

5. Workflow and Validation Configuration
5.1 Designing Approval and Review Workflows
5.2 Implementing Expression-Based Validation Rules
5.3 Aligning Business Logic with EDMCS Constraints
5.4 Testing and Refining Workflow Cycles

6. Integration with EPM and ERP Cloud
6.1 Overview of Integration Methods (APIs, Extracts)
6.2 Metadata Sync with Planning, Financials, and HCM
6.3 Automating Data Flows and Scheduling Updates
6.4 Managing Dependencies and Exception Handling

7. Training and User Enablement
7.1 Building Training Plans for End Users and Stewards
7.2 Creating Support Materials and Playbooks
7.3 Enabling Data Governance Roles
7.4 Rolling Out EDMCS in Phases

8. Post-Migration Optimization
8.1 Monitoring System Performance
8.2 Refining Workflows and Validations Based on Usage
8.3 Establishing Ongoing Maintenance Processes
8.4 Leveraging EDMCS Updates and Roadmap Features

9. Lessons Learned and Best Practices
9.1 Avoiding Common Migration Mistakes
9.2 Aligning IT and Business Priorities
9.3 Building a Scalable EDMCS Architecture
9.4 Sustaining Governance Beyond Go-Live

Migrating to EDMCS requires more than just data movement—it’s a transformation of your data governance ecosystem. This course equips teams with the tools and insights needed to drive a successful migration, ensuring alignment, accuracy, and agility in enterprise data management. With a strong migration foundation, organizations unlock the full value of EDMCS.