How to use this playbook · START

How to Use This Playbook

OCI Fusion Enablement Playbook — Generic (v2.0)

The full enablement playbook manual in Word format. Keep a copy alongside the portal and use it as the working master when you tailor the programme for a customer.

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This playbook is the manual-only (human engineers) execution path for enabling a new Oracle Cloud estate. It is deliberately generic: replace {Customer}, {tenancy}, {org} and {region} placeholders, then execute the six steps in order. Every step ends with explicit exit criteria — do not start the next step until they are met.

Scope model. A typical procurement contains two planes that must be governed separately but connected deliberately:

PlaneServicesWho operatesWhere it lives
SaaS planeFusion ERP, HCM, SCM, CX, EPM pods (Prod / Test / Dev pods per pillar)Oracle operates infrastructure; functional/SI teams configureOracle-managed pods; represented in the tenancy only as SaaS handle compartments (no infrastructure)
IaaS + PaaS planeOIC (integration + File Server), ATP (staging/x-ref/custom DB), Object Storage, SFTP/connectivity-agent VMs, API Gateway, Vault, networking{Customer} platform team + implementation partnerCustomer-governed compartments, VCNs, and policies in the OCI tenancy

Co-tenanted vs isolated decision. Decide this in Step 1 and record it as a formal decision: (a) Co-tenanted — Fusion SaaS subscription and OCI IaaS/PaaS share one tenancy: simplest identity wiring (one identity domain topology serves both), single billing view, but requires strict compartment and policy separation so platform admins never acquire implicit reach into SaaS handles. (b) Isolated — separate tenancies for SaaS and IaaS/PaaS: stronger blast-radius separation and independent lifecycle, at the cost of cross-tenancy federation, network peering for integrations, and duplicated governance overhead. Default recommendation for a single customer estate: co-tenanted with hard compartment boundaries; choose isolated when regulatory segregation, M&A carve-outs, or independent operating organizations demand it.

Boundary rule:Fusion application security (job roles, duty roles, data roles, security profiles, GL segment security, SoD) is a separate governance plane owned by the functional security team. This playbook governs the OCI control plane only. The two planes meet at exactly one point: the identity architecture (Step 1.4 / Step 3), which supplies authenticated, provisioned users to both.

OCI best-practice reference catalog

Use the following as the core OCI best-practice reference catalog for every engagement in this portal. It covers architecture, governance, security, ransomware resilience, disaster recovery, and operations. Most links are official Oracle guidance; CIS, NIST, and CISA provide independent security standards.

1. Architecture frameworks and assessments

The OCI Well-Architected Framework currently covers five pillars: security and compliance, reliability and resilience, performance and cost optimization, operational efficiency, and distributed cloud.

ReferenceWhat to use it for
OCI Well-Architected FrameworkPrimary architecture design and review standard.
Oracle Cloud Architecture CenterReference architectures, solution playbooks, and deployment patterns.
OCI Well-Architected AssessmentAssess existing environments and identify improvement areas.
OCI Cloud Adoption FrameworkCloud adoption strategy, people, processes, governance, and operations.
OCI Best Practices by Use CaseConvenient index of Oracle guidance by scenario.

2. Governance, tenancy foundations, and landing zones

These references establish the tenancy structure and repeatable foundation before deploying workloads. Oracle's landing-zone guidance includes blueprints and modular deployment approaches.

ReferenceWhat to use it for
Foundational OCI Governance ModelGovernance responsibilities, tenancy organization, and foundational controls.
OCI Landing Zones OverviewSelect the appropriate landing-zone approach.
OCI Core Landing ZoneStandard foundation for IAM, networking, security, and governance.
Shared Security Responsibility ModelDocument Oracle versus customer security responsibilities.
Shared Responsibility for ResiliencyAssign customer responsibilities for HA, backups, and DR.

3. Security checklists, hardening, and Zero Trust

Use the security checklist for review, the CIS benchmark for configuration baselines, and the service security guidance for implementation. These serve different purposes and work well together.

ReferenceWhat to use it for
OCI Security ChecklistStructured security review and implementation checklist.
CIS Oracle Cloud Infrastructure BenchmarkIndependent secure configuration baseline for OCI.
OCI Security and Compliance Design GuidanceLeast privilege, segmentation, data protection, and security monitoring.
OCI Service Security Best PracticesService-specific hardening for IAM, networking, Compute, OKE, databases, Object Storage, Integration, API Gateway, and others.
OCI Security Resource DirectoryCentral index for IAM, Vault, Data Safe, SIEM, and security references.
OCI Security Architecture — PDFUnderstand OCI's underlying security architecture.
NIST Zero Trust Architecture — SP 800-207Establish enterprise Zero Trust principles and architecture requirements.
CIS Oracle Linux BenchmarkHarden Oracle Linux workloads.
CIS Oracle Database BenchmarkHarden Oracle Database configurations.

4. Ransomware protection and cyber recovery

Start with Oracle's Cyber Resilient Architecture playbook. It addresses protection, detection, response, and recovery. A DR replica can also replicate compromised data, so ransomware recovery requires protected backups and a verified clean recovery process.

ReferenceWhat to use it for
OCI Cyber Resilient Architectures for Ransomware ProtectionPrimary OCI ransomware resilience architecture and implementation playbook.
CISA #StopRansomware GuideOrganization-wide prevention, detection, incident response, and recovery procedures.
OCI Object Storage Retention RulesRetention and locked-retention controls for protected objects.
OCI Block Storage Ransomware-Resilient Backup ProtectionImmutable backup protection against premature deletion and retention changes.
OCI File Storage Snapshot LocksProtect snapshots during the required recovery window.
Oracle Autonomous Recovery Service FeaturesOracle Database backup protection, validation, and retention-lock capabilities.

The Block Storage, File Storage, and database recovery references describe distinct protection mechanisms; select them according to the data service being protected.

5. High availability, business continuity, and disaster recovery

ReferenceWhat to use it for
OCI Reliability and Resilience Best PracticesFault tolerance, capacity, backups, replication, and resilient topology design.
OCI Disaster Recovery GuidanceSelect backup-and-restore, pilot-light, warm-standby, or active deployment approaches.
Oracle Maximum Availability Architecture — MAADatabase and application availability, data protection, and lifecycle best practices.
MAA in OCIApply Oracle MAA principles to OCI database deployments.

Choose the architecture against business-approved RTO and RPO, workload dependencies, and recovery costs.

6. Security operations, monitoring, performance, and FinOps

ReferenceWhat to use it for
Enable OCI Security OperationsEstablish SecOps, logging, audit retention, SIEM integration, and response responsibilities.
OCI Cloud GuardDetect risky activity and security misconfigurations; configure response actions.
OCI Operational Efficiency Best PracticesDeployment, monitoring, OS management, and operational support.
OCI Performance and Cost OptimizationSizing, storage selection, network tuning, and cost management.
Cloud Adoption Framework OptimizationOngoing cost and performance improvement.
OCI Distributed Cloud Best PracticesHybrid and multicloud placement, integration, sovereignty, and operations.

Cloud Guard supports continuous posture monitoring and configurable corrective actions; operational and optimization guidance complements those security controls.

Delivery baseline.For EbizonCloud's OCI delivery baseline, make these eight references mandatory: Well-Architected Framework, Cloud Adoption Framework, Core Landing Zone, Security Checklist, CIS OCI Benchmark, Cyber Resilient Architecture, MAA/DR guidance, and Operational Efficiency. For every applicable control, record an owner, implementation method, validation evidence, and any approved exception.

OCI Best Practices Reference Guide

Curated OCI reference catalog: architecture frameworks and assessments, governance and landing zones, security checklists with CIS/NIST/CISA benchmarks, ransomware protection, and operational best practices. Use it to ground every architecture decision and control validation.

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OCI Reference Links Workbook

Full OCI link workbook with 839 rows of Oracle documentation, GitLab, and GitHub references across the Cloud Adoption Framework, multicloud, hybrid architecture, API management, blockchain, and more. Use it as the master index when sourcing reference material for designs and validations.

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