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Purpose In this tutorial you learn how to perform functional configuration of an offering in OTBI Enterprise for HCM Cloud Service 11.1.1.8.1. You enable an offering and its functional areas for implementation, create an implementation project, and set up, assign, and set the status for, functional configuration tasks. Time to Complete Approximately 1 hour Introduction Accurate and successful movement of data from a source database to OTBI Enterprise for HCM Cloud Service requires that you perform functional setup of an OTBI Enterprise for HCM Cloud Service offering. An offering is a product that you have purchased. The offering you need to configure for OTBI Enterprise for HCM Cloud Service 11.1.1.8.1 is Oracle Human Resources Analytics. The functional setup of an offering, based either on business requirements or on transactional source system settings or configurations, directs the manner in which relevant data is moved and transformed from a source to the target. Additionally, some functional setup of OTBI Enterprise for HCM Cloud Service controls the manner in which data is displayed. Functional setup is also referred to as functional configuration. You can learn more about completing configuration tasks in the companion tutorial "Performing Configuration Tasks for OTBI Enterprise for HCM Cloud Service." Scenario The goal of the tutorials in this series is to enable users with an implementer role to configure and deploy Oracle Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service. An implementer is responsible for performing the initial setup and configuration of Oracle Transactional Business Intelligence Enterprise for Human Capital Management Cloud Service. The implementer role may be performed by the customer or by an implementation partner. Prerequisites Before starting this tutorial, it is assumed that the following have been completed: You have submitted an SR to provision the Fusion Apps Cloud Adapter, and subsequently that the Cloud Adapter has been enabled on the Fusion HCM Cloud POD You have submitted an SR to register the source system and grant user access to Configuration Manager and Functional Setup Manager, and subsequently the Fusion HCM Cloud source has been registered in OTBI Enterprise Oracle Cloud Ops has provided the URL to access Configuration Manager and Functional Setup Manager in an OTBI Enterprise for HCM Cloud Service environment along with the proper credentials to sign in. You have completed the steps in the companion OBEs in this series: Performing Initial Configuration of OTBI Enterprise for HCM Cloud Service Managing a DomainOnly Load Plan in OTBI Enterprise for HCM Cloud Service Open Functional Setup Manager and explore the Getting Started options. 1. Open a browser and enter the URL provided by Oracle Cloud Ops to open Configuration Manager. For example, https://hostname/biacm. 2. Sign in with the credentials provided by Oracle Cloud Ops to open Configuration Manager. Overview Exploring Getting Started Options in Functional Setup Manager Performing Functional Setup of OTBI Enterprise for HCM Cloud Service

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  • 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".

  • 3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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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.

  • 3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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    16. ClickCanceltoclosetheEditStatusdialogboxwithoutmakinganychanges.

    1. IntheTaskspane,selectImplementationObjects>ManageOfferingsandFunctionalAreas"toopenthe"ManageOfferingsandFunctionalAreas"page.

    2. SelectFunctionalAreasintheSearchfieldandclickSearchtodisplayalloftheprebuiltfunctionalareas.

    ManagingOfferingsandFunctionalAreas

  • 3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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    3. SelectOfferingsintheSearchfieldandclickSearchtodisplayalloftheprebuiltofferings.

    4. SearchfortheOracleHumanResourcesAnalyticsoffering.

  • 3/28/2015 PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

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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

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    Inthistutorial,youlearnedhowtoperformfunctionalsetupofOTBIEnterpriseforHCMCloudService.Youlearnedhowto:

    ExploregettingstartedoptionsinFunctionalSetupManagerEnableanofferingandfunctionalareasfordeploymentCreateanimplementationprojectSetupfunctionalconfigurationtasksManageofferingsandfunctionalareas

    Resources

    TolearnmoreaboutOTBIEnterpriseforHCMCloudService,refertoadditionaldocumentationintheOTBIEnterpriseCloudLibrary.

    Credits

    LeadCurriculumDeveloper:JimSarokin


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