performing functional setup of otbi enterprise for hcm cloud service

3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/v05/04/04_functional_setup.html 1/21

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

3/28/2015 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.

3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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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.

3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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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.

3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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9. SelectIncludeforOracleFusionOracleHumanResourcesAnalytics.

10. SelectIncludenexttoAbsenceandAccrual,PayrollFunctionalArea,andWorkforceDeploymentFunctionalAreatoincludethesefunctionalareasintheproject.

11. ClickSaveandOpenProject"toopentheprojectpage.

12. Theprojectpageisdisplayed.

13. IntheTaskListsandTaskssection,expandOracleHumanResourcesAnalyticstoviewthelistoftasksrequiredtoconfiguretheselected

3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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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

3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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3. Theconfigurationscreenthatenablesyoutocompletethetaskisdisplayed.

4. Leavetheparametervaluesetasisfornow.Youcanlearnmoreabouteditingparametersinthetutorial"PerformingConfigurationTasksforOTBIEnterpriseforHCMCloudService."

5. ClickDonetoreturntotheTaskListsandTaskspane.Noticethatthetaskisnowassignedtotheuseryouareloggedinas.Inasmalldeploymentproject,asinglepersonwithAdministratorDutyprivilegesmightperformallofthesetupandfunctionalconfigurationtasks.WhenyoulogintoFSMwithAdministratorDutyprivileges,youseeallTasksthatareincludedinanImplementationProject.

6. Withthetaskselected,clickAssignTaskstodisplaytheAssignTasksdialogbox.

3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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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.

3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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10. SelecttheusernameandclickApplytoassignthetasktothenewuser.

11. ClickDonetoclosetheSelectandAdd:Usersdialogbox.TheuserisassignedtothetaskintheAssignTasksdialogbox.

12. Click"SaveandClose"toclosetheAssignTasksdialogbox.

3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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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.

3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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9. ClicktheNextbuttonorusetheprocessflowlinkstoexplorethetasks,functionalareas,features,documentsandofferingsassociatedwiththisfunctionalarea..

10. ClickDonetoreturntotheOracleHumanResourcesAnalyticsofferingpage.

11. UsetheBackandDonebuttonstonavigatetoothersetupandmaintenancepages.

Inthistutorial,youlearnedhowtoperformfunctionalsetupofOTBIEnterpriseforHCMCloudService.Youlearnedhowto:

Summary

3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

http://www.oracle.com/webfolder/technetwork/tutorials/obe/cloud/otbi_ent/v05/04/04_functional_setup.html 21/21

Inthistutorial,youlearnedhowtoperformfunctionalsetupofOTBIEnterpriseforHCMCloudService.Youlearnedhowto:

ExploregettingstartedoptionsinFunctionalSetupManagerEnableanofferingandfunctionalareasfordeploymentCreateanimplementationprojectSetupfunctionalconfigurationtasksManageofferingsandfunctionalareas

Resources

TolearnmoreaboutOTBIEnterpriseforHCMCloudService,refertoadditionaldocumentationintheOTBIEnterpriseCloudLibrary.

Credits

LeadCurriculumDeveloper:JimSarokin