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Purpose
InthistutorialyoulearnhowtoperformfunctionalconfigurationofanofferinginOTBIEnterpriseforHCMCloudService11.1.1.8.1.Youenableanofferinganditsfunctionalareasforimplementation,createanimplementationproject,andsetup,assign,andsetthestatusfor,functionalconfigurationtasks.
TimetoComplete
Approximately1hour
Introduction
AccurateandsuccessfulmovementofdatafromasourcedatabasetoOTBIEnterpriseforHCMCloudServicerequiresthatyouperformfunctionalsetupofanOTBIEnterpriseforHCMCloudServiceoffering.Anofferingisaproductthatyouhavepurchased.TheofferingyouneedtoconfigureforOTBIEnterpriseforHCMCloudService11.1.1.8.1isOracleHumanResourcesAnalytics.Thefunctionalsetupofanoffering,basedeitheronbusinessrequirementsorontransactionalsourcesystemsettingsorconfigurations,directsthemannerinwhichrelevantdataismovedandtransformedfromasourcetothetarget.Additionally,somefunctionalsetupofOTBIEnterpriseforHCMCloudServicecontrolsthemannerinwhichdataisdisplayed.Functionalsetupisalsoreferredtoasfunctionalconfiguration.Youcanlearnmoreaboutcompletingconfigurationtasksinthecompaniontutorial"PerformingConfigurationTasksforOTBIEnterpriseforHCMCloudService."
Scenario
ThegoalofthetutorialsinthisseriesistoenableuserswithanimplementerroletoconfigureanddeployOracleTransactionalBusinessIntelligenceEnterpriseforHumanCapitalManagementCloudService.AnimplementerisresponsibleforperformingtheinitialsetupandconfigurationofOracleTransactionalBusinessIntelligenceEnterpriseforHumanCapitalManagementCloudService.Theimplementerrolemaybeperformedbythecustomerorbyanimplementationpartner.
Prerequisites
Beforestartingthistutorial,itisassumedthatthefollowinghavebeencompleted:
YouhavesubmittedanSRtoprovisiontheFusionAppsCloudAdapter,andsubsequentlythattheCloudAdapterhasbeenenabledontheFusionHCMCloudPODYouhavesubmittedanSRtoregisterthesourcesystemandgrantuseraccesstoConfigurationManagerandFunctionalSetupManager,andsubsequentlytheFusionHCMCloudsourcehasbeenregisteredinOTBIEnterpriseOracleCloudOpshasprovidedtheURLtoaccessConfigurationManagerandFunctionalSetupManagerinanOTBIEnterpriseforHCMCloudServiceenvironmentalongwiththepropercredentialstosignin.
YouhavecompletedthestepsinthecompanionOBEsinthisseries:
PerformingInitialConfigurationofOTBIEnterpriseforHCMCloudServiceManagingaDomainOnlyLoadPlaninOTBIEnterpriseforHCMCloudService
OpenFunctionalSetupManagerandexploretheGettingStartedoptions.
1.
OpenabrowserandentertheURLprovidedbyOracleCloudOpstoopenConfigurationManager.Forexample,https://hostname/biacm.
2.
SigninwiththecredentialsprovidedbyOracleCloudOpstoopenConfigurationManager.
Overview
ExploringGettingStartedOptionsinFunctionalSetupManager
PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService
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3.
FromtheTasksbarinConfigurationManager,selectthePerformFunctionalConfigurationslinktolaunchFunctionalSetupManagerinanewtab.
4.
Ifyouarepromptedtosignin,signintoFunctionalSetupManagerwiththecredentialsprovidedbyOracleCloudOps.ThesearethesamecredentialsyouusedtosignintoConfigurationManager.
5.
WhenFunctionalSetupManageropenstheOverviewpageshouldbedisplayedbydefaultintherightpane.
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6.
IntheTasksbar,underImplementations,selectGettingStartedtodisplaytheprebuiltofferingsintherightpane.
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7.
SelecttheOracleHumanResourcesAnalyticsofferingtonavigatetotheDocumentspagefortheoffering.
8.
OntheDocumentspageyoucanaccessdocumentationrelatedtotheselectedoffering.
9.
ClicktheXLSlinkfor"SetupTaskListsandTasks"toopenthespreadsheet.
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10.
Thisspreadsheetprovidesalistofallofthesetuptasksforanoffering,withadescriptionofeachtask.Pleasenote:AlthoughitisnotlistedunderDocuments,themainreferenceforSetupTaskListsandTasksshouldbetheOTBIEnterpriseCustomerConfigurationWorkbook.Forrelease11.1.1.8.1,theOTBIEnterpriseCustomerConfigurationWorkbookisamodifiedversionofthistaskspreadsheetembeddedintheproduct.ItcontainsonlythespecificlistoftasksforOTBIEnterpriseforHCMCloudServiceandshouldbeyouronlyreferencetocompletethesetasks.IfyoudonotknowwheretolocatetheOTBIEnterpriseCustomerConfigurationWorkbook,pleasecontactthepersoninOracleBIProductManagementwhohasbeenassignedtoassistyouwithyourimplementation
11. Openandexploretheothergettingstarteddocuments.
12. ClickDonetoreturntotheGettingStartedpage.
Atthestartofadeploymentproject,youmustenableyourofferinganditsfunctionalareasforimplementation.
1.
IntheTasksbar,underImplementations,selecttheConfigureOfferingslinktodisplaytheConfigureOfferingspageintherightpane.
EnablinganOfferingandFunctionalAreasforImplementation
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2.
Expand"OracleHumanResourcesAnalytics".PleasenotethatalthoughyourcustomerpurchasedaproductnamedOTBIEnterpriseforHCMCloudService,theoffering(product)youneedtoselectforrelease11.1.1.8.1isOracleHumanResourcesAnalytics.
3.
SelecttheEnableforImplementationcheckboxnextto"OracleHumanResourcesAnalytics".
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4.
ClickYeswhenyoureceivethefollowingwarning:"Theofferingisnotprovisioned.Offeringimplementationscannotbecompleteduntiltheofferingisprovisioned.Doyouwanttocontinue?
5. Expand"OracleFusionOracleHumanResourcesAnalytics".
6.
SelecttheEnableforImplementationcheckboxnextto"OracleFusionOracleHumanResourcesAnalytics".
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7.
SelecttheEnableforImplementationcheckboxforthefunctionalareasunderOracleFusionOracleHumanResourcesAnalytics.ForOTBIEnterpriseforHCMCloudServicerelease11.1.1.8.1,onlythefollowingthreefunctionalareasshouldbeenabled:
AbsenceandAccrualPayrollFunctionalAreaWorkforceDeploymentFunctionalArea
8. Saveyourchanges.
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YouuseFunctionalSetupManagertocreateanImplementationProjecttoconfigureanofferingandthemodulesthatyouwanttodeploy.Inthisexample,youcreateanimplementationprojecttoconfigureOracleHumanResourcesAnalytics.Again,pleasenotethatalthoughyourcustomerpurchasedaproductnamedOTBIEnterpriseforHCMCloudService,theoffering(product)youneedtoselectforrelease11.1.1.8.1isOracleHumanResourcesAnalytics.
1.
IntheTaskspane,selectImplementations>ManageImplementationProjectstodisplaytheManageImplementationProjectspage
2.
SelectActions>CreatetodisplaytheEnterBasicInformationpage.
3. TheEnterBasicInformationpageisdisplayed.
4.
EnteranameintheNamefield.Thenameisarbitrary,butshouldbesomethingmeaningful.InthisexamplethenameisOTBIEHCMIP.
CreatinganImplementationProject
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5.
NoticethatwhenyoupressEnterorstepofftheNamefield,acodeanddescriptionaregeneratedautomatically.
6.
AcceptthedefaultsforAssignedToandStartDate,assigntheprojectifdesired,andclickNexttodisplaytheSelectOfferingstoImplementpage.DonotclickSaveandOpenProject.SelectingSaveandOpenProjectwillcreateanincompleteimplementationproject.
7. TheSelectOfferingstoImplementpageisdisplayed.
8.
OntheSelectOfferingstoImplementpageselectIncludeforOracleHumanResourcesAnalytics.
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9.
SelectIncludeforOracleFusionOracleHumanResourcesAnalytics.
10.
SelectIncludenexttoAbsenceandAccrual,PayrollFunctionalArea,andWorkforceDeploymentFunctionalAreatoincludethesefunctionalareasintheproject.
11. ClickSaveandOpenProject"toopentheprojectpage.
12. Theprojectpageisdisplayed.
13.
IntheTaskListsandTaskssection,expandOracleHumanResourcesAnalyticstoviewthelistoftasksrequiredtoconfiguretheselected
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13.
IntheTaskListsandTaskssection,expandOracleHumanResourcesAnalyticstoviewthelistoftasksrequiredtoconfiguretheselectedOfferingandFunctionalAreas.Onceyoucreateanimplementationproject,FSMgeneratesthetasksrequiredtoconfigurethespecifiedoffering.
Bydefault,functionalconfigurationtasksareassignedtotheuserwhoisloggedinwithAdministratorDutyprivileges.Youcanassigntaskstofunctionaldeveloperssothatfunctionaldeveloperscanconfigureofferings.WhenfunctionaldevelopersloginanddisplaytheAssignedImplementationTaskstab,theywouldseeonlythosetasksthathavebeenassignedtothem.WhenAdministratorsloginanddisplaytheImplementationProjectstab,theyseealltasks.Inasmalldeploymentproject,asinglepersonwithAdministratorprivilegesmightperformallofthesetupandfunctionalconfigurationtasks.
1.
IntheTaskListsandTaskspane,selectthe"ConfigureSlowlyChangingDimensions"task.
2. ClicktheGotoTaskicon
todisplaytheconfigurationscreenthatenablesyoutocompletethetask.
SettingUpFunctionalConfigurationTasks
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3.
Theconfigurationscreenthatenablesyoutocompletethetaskisdisplayed.
4.
Leavetheparametervaluesetasisfornow.Youcanlearnmoreabouteditingparametersinthetutorial"PerformingConfigurationTasksforOTBIEnterpriseforHCMCloudService."
5.
ClickDonetoreturntotheTaskListsandTaskspane.Noticethatthetaskisnowassignedtotheuseryouareloggedinas.Inasmalldeploymentproject,asinglepersonwithAdministratorDutyprivilegesmightperformallofthesetupandfunctionalconfigurationtasks.WhenyoulogintoFSMwithAdministratorDutyprivileges,youseeallTasksthatareincludedinanImplementationProject.
6.
Withthetaskselected,clickAssignTaskstodisplaytheAssignTasksdialogbox.
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7.
IntheAssignTasksdialogbox,noticethattheuseryouareloggedinas,istheassigneduser.Noticealsothatyoucouldassignaduedateforthistask.
8. ClicktheSelectandAddbutton
toopentheSelectandAdd:Usersdialogbox.
9.
IntheSelectandAdd:Usersdialogbox,youcansearchforandselectappropriatefunctionaldevelopers,andthenassignthetasktoanotherusertoconfigureBIApplicationofferings.WhenfunctionaldevelopersloginanddisplaytheAssignedImplementationTaskstab,theywouldonlyseethetasksthathavebeenassignedtothem.Inthisexample,yousearchfor"Admin"intheUserIdfield,andthe"Administrator"userisreturned.
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10.
SelecttheusernameandclickApplytoassignthetasktothenewuser.
11.
ClickDonetoclosetheSelectandAdd:Usersdialogbox.TheuserisassignedtothetaskintheAssignTasksdialogbox.
12. Click"SaveandClose"toclosetheAssignTasksdialogbox.
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13. Theuserisassignedtothetaskinthetasklist..
14.
Withthetaskselected,clickEditStatustodisplaytheEditStatusdialogbox.
15.
IntheEditStatusdialogboxyoucanchangetaskstatusforthetask.
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16.
ClickCanceltoclosetheEditStatusdialogboxwithoutmakinganychanges.
1.
IntheTaskspane,selectImplementationObjects>ManageOfferingsandFunctionalAreas"toopenthe"ManageOfferingsandFunctionalAreas"page.
2.
SelectFunctionalAreasintheSearchfieldandclickSearchtodisplayalloftheprebuiltfunctionalareas.
ManagingOfferingsandFunctionalAreas
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3.
SelectOfferingsintheSearchfieldandclickSearchtodisplayalloftheprebuiltofferings.
4. SearchfortheOracleHumanResourcesAnalyticsoffering.
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5.
ClicktheOracleHumanResourcesAnalyticsofferingtodrillintotheobject.
6.
Thefirstpagedisplaysbasicinformationabouttheoffering,suchasitsname,code,anddescription.
7.
ClickNextorclickAssociateFunctionalAreasontheprocessflowcharttonavigatetotheFunctionalAreaspage.ThispagedisplaysthefunctionalareasassociatedwiththeOracleHumanResourcesAnalyticsoffering.
8.
DrillontheOracleFusionOracleHumanResourcesAnalyticsfunctionalareatoseeinformationaboutthisfunctionalarea.
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9.
ClicktheNextbuttonorusetheprocessflowlinkstoexplorethetasks,functionalareas,features,documentsandofferingsassociatedwiththisfunctionalarea..
10.
ClickDonetoreturntotheOracleHumanResourcesAnalyticsofferingpage.
11.
UsetheBackandDonebuttonstonavigatetoothersetupandmaintenancepages.
Inthistutorial,youlearnedhowtoperformfunctionalsetupofOTBIEnterpriseforHCMCloudService.Youlearnedhowto:
Summary
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Inthistutorial,youlearnedhowtoperformfunctionalsetupofOTBIEnterpriseforHCMCloudService.Youlearnedhowto:
ExploregettingstartedoptionsinFunctionalSetupManagerEnableanofferingandfunctionalareasfordeploymentCreateanimplementationprojectSetupfunctionalconfigurationtasksManageofferingsandfunctionalareas
Resources
TolearnmoreaboutOTBIEnterpriseforHCMCloudService,refertoadditionaldocumentationintheOTBIEnterpriseCloudLibrary.
Credits
LeadCurriculumDeveloper:JimSarokin