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PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

Overview

Purpose
InthistutorialyoulearnhowtoperformfunctionalconfigurationofanofferinginOTBIEnterpriseforHCMCloudService11.1.1.8.1.Youenablean
offeringanditsfunctionalareasforimplementation,createanimplementationproject,andsetup,assign,andsetthestatusfor,functionalconfiguration
tasks.

TimetoComplete
Approximately1hour

Introduction
AccurateandsuccessfulmovementofdatafromasourcedatabasetoOTBIEnterpriseforHCMCloudServicerequiresthatyouperformfunctional
setupofanOTBIEnterpriseforHCMCloudServiceoffering.Anofferingisaproductthatyouhavepurchased.Theofferingyouneedtoconfigurefor
OTBIEnterpriseforHCMCloudService11.1.1.8.1isOracleHumanResourcesAnalytics.Thefunctionalsetupofanoffering,basedeitheronbusiness
requirementsorontransactionalsourcesystemsettingsorconfigurations,directsthemannerinwhichrelevantdataismovedandtransformedfroma
sourcetothetarget.Additionally,somefunctionalsetupofOTBIEnterpriseforHCMCloudServicecontrolsthemannerinwhichdataisdisplayed.
Functionalsetupisalsoreferredtoasfunctionalconfiguration.Youcanlearnmoreaboutcompletingconfigurationtasksinthecompaniontutorial
"PerformingConfigurationTasksforOTBIEnterpriseforHCMCloudService."

Scenario
ThegoalofthetutorialsinthisseriesistoenableuserswithanimplementerroletoconfigureanddeployOracleTransactionalBusinessIntelligence
EnterpriseforHumanCapitalManagementCloudService.AnimplementerisresponsibleforperformingtheinitialsetupandconfigurationofOracle
TransactionalBusinessIntelligenceEnterpriseforHumanCapitalManagementCloudService.Theimplementerrolemaybeperformedbythecustomer
orbyanimplementationpartner.

Prerequisites
Beforestartingthistutorial,itisassumedthatthefollowinghavebeencompleted:
YouhavesubmittedanSRtoprovisiontheFusionAppsCloudAdapter,andsubsequentlythattheCloudAdapterhasbeenenabledonthe
FusionHCMCloudPOD
YouhavesubmittedanSRtoregisterthesourcesystemandgrantuseraccesstoConfigurationManagerandFunctionalSetupManager,and
subsequentlytheFusionHCMCloudsourcehasbeenregisteredinOTBIEnterprise
OracleCloudOpshasprovidedtheURLtoaccessConfigurationManagerandFunctionalSetupManagerinanOTBIEnterpriseforHCMCloud
Serviceenvironmentalongwiththepropercredentialstosignin.
YouhavecompletedthestepsinthecompanionOBEsinthisseries:
PerformingInitialConfigurationofOTBIEnterpriseforHCMCloudService
ManagingaDomainOnlyLoadPlaninOTBIEnterpriseforHCMCloudService

ExploringGettingStartedOptionsinFunctionalSetupManager

OpenFunctionalSetupManagerandexploretheGettingStartedoptions.
1. OpenabrowserandentertheURLprovidedbyOracleCloudOpstoopenConfigurationManager.Forexample, https://hostname/biacm.
2. SigninwiththecredentialsprovidedbyOracleCloudOpstoopenConfigurationManager.

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3. FromtheTasksbarinConfigurationManager,selectthePerformFunctionalConfigurationslinktolaunchFunctionalSetupManagerinanew
tab.

4. Ifyouarepromptedtosignin,signintoFunctionalSetupManagerwiththecredentialsprovidedbyOracleCloudOps.Thesearethesame
credentialsyouusedtosignintoConfigurationManager.
5. WhenFunctionalSetupManageropenstheOverviewpageshouldbedisplayedbydefaultintherightpane.

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6. IntheTasksbar,underImplementations,selectGettingStartedtodisplaytheprebuiltofferingsintherightpane.

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7. Selectthe OracleHumanResourcesAnalyticsofferingtonavigatetotheDocumentspagefortheoffering.

8. OntheDocumentspageyoucanaccessdocumentationrelatedtotheselectedoffering.

9. ClicktheXLSlinkfor"SetupTaskListsandTasks"toopenthespreadsheet.

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10. Thisspreadsheetprovidesalistofallofthesetuptasksforanoffering,withadescriptionofeachtask.Pleasenote:Althoughitisnotlisted
underDocuments,themainreferenceforSetupTaskListsandTasksshouldbetheOTBIEnterpriseCustomerConfigurationWorkbook.For
release11.1.1.8.1,theOTBIEnterpriseCustomerConfigurationWorkbookisamodifiedversionofthistaskspreadsheetembeddedinthe
product.ItcontainsonlythespecificlistoftasksforOTBIEnterpriseforHCMCloudServiceandshouldbeyouronlyreferencetocompletethese
tasks.IfyoudonotknowwheretolocatetheOTBIEnterpriseCustomerConfigurationWorkbook,pleasecontactthepersoninOracleBIProduct
Managementwhohasbeenassignedtoassistyouwithyourimplementation

11. Openandexploretheothergettingstarteddocuments.
12. Click DonetoreturntotheGettingStartedpage.

EnablinganOfferingandFunctionalAreasforImplementation

Atthestartofadeploymentproject,youmustenableyourofferinganditsfunctionalareasforimplementation.
1. IntheTasksbar,underImplementations,selecttheConfigureOfferingslinktodisplaytheConfigureOfferingspageintherightpane.

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2. Expand"OracleHumanResourcesAnalytics".PleasenotethatalthoughyourcustomerpurchasedaproductnamedOTBIEnterpriseforHCM
CloudService,theoffering(product)youneedtoselectforrelease11.1.1.8.1isOracleHumanResourcesAnalytics.

3. SelecttheEnableforImplementationcheckboxnextto"OracleHumanResourcesAnalytics".

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4. ClickYeswhenyoureceivethefollowingwarning:"Theofferingisnotprovisioned.Offeringimplementationscannotbecompleteduntilthe
offeringisprovisioned.Doyouwanttocontinue?

5. Expand"OracleFusionOracleHumanResourcesAnalytics".

6. SelecttheEnableforImplementationcheckboxnextto"OracleFusionOracleHumanResourcesAnalytics".

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7. SelecttheEnableforImplementationcheckboxforthefunctionalareasunderOracleFusionOracleHumanResourcesAnalytics.ForOTBI
EnterpriseforHCMCloudServicerelease11.1.1.8.1,onlythefollowingthreefunctionalareasshouldbeenabled:
AbsenceandAccrual
PayrollFunctionalArea
WorkforceDeploymentFunctionalArea

8. Saveyourchanges.

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CreatinganImplementationProject

YouuseFunctionalSetupManagertocreateanImplementationProjecttoconfigureanofferingandthemodulesthatyouwanttodeploy.Inthis
example,youcreateanimplementationprojecttoconfigureOracleHumanResourcesAnalytics.Again,pleasenotethatalthoughyourcustomer
purchasedaproductnamedOTBIEnterpriseforHCMCloudService,theoffering(product)youneedtoselectforrelease11.1.1.8.1isOracleHuman
ResourcesAnalytics.
1. IntheTaskspane,selectImplementations>ManageImplementationProjectstodisplaytheManageImplementationProjectspage

2. SelectActions>CreatetodisplaytheEnterBasicInformationpage.

3. TheEnterBasicInformationpageisdisplayed.

4. EnteranameintheNamefield.Thenameisarbitrary,butshouldbesomethingmeaningful.Inthisexamplethenameis OTBIEHCMIP.

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5. NoticethatwhenyoupressEnterorstepofftheNamefield,acodeanddescriptionaregeneratedautomatically.

6. AcceptthedefaultsforAssignedToandStartDate,assigntheprojectifdesired,andclickNexttodisplaytheSelectOfferingstoImplement
page.DonotclickSaveandOpenProject.SelectingSaveandOpenProjectwillcreateanincompleteimplementationproject.

7. TheSelectOfferingstoImplementpageisdisplayed.

8. OntheSelectOfferingstoImplementpageselect IncludeforOracleHumanResourcesAnalytics.

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9. Select IncludeforOracleFusionOracleHumanResourcesAnalytics.

10. Select IncludenexttoAbsenceandAccrual,PayrollFunctionalArea,andWorkforceDeploymentFunctionalAreatoincludethesefunctional

areasintheproject.

11. ClickSaveandOpenProject"toopentheprojectpage.

12. Theprojectpageisdisplayed.

13. IntheTaskListsandTaskssection,expandOracleHumanResourcesAnalyticstoviewthelistoftasksrequiredtoconfiguretheselected
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13. IntheTaskListsandTaskssection,expandOracleHumanResourcesAnalyticstoviewthelistoftasksrequiredtoconfiguretheselected
OfferingandFunctionalAreas.Onceyoucreateanimplementationproject,FSMgeneratesthetasksrequiredtoconfigurethespecifiedoffering.

SettingUpFunctionalConfigurationTasks

Bydefault,functionalconfigurationtasksareassignedtotheuserwhoisloggedinwithAdministratorDutyprivileges.Youcanassigntaskstofunctional
developerssothatfunctionaldeveloperscanconfigureofferings.WhenfunctionaldevelopersloginanddisplaytheAssignedImplementationTaskstab,
theywouldseeonlythosetasksthathavebeenassignedtothem.WhenAdministratorsloginanddisplaytheImplementationProjectstab,theyseeall
tasks.Inasmalldeploymentproject,asinglepersonwithAdministratorprivilegesmightperformallofthesetupandfunctionalconfigurationtasks.
1. IntheTaskListsandTaskspane,selectthe"ConfigureSlowlyChangingDimensions"task.

2. ClicktheGotoTaskicon

todisplaytheconfigurationscreenthatenablesyoutocompletethetask.

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3. Theconfigurationscreenthatenablesyoutocompletethetaskisdisplayed.

4. Leavetheparametervaluesetasisfornow.Youcanlearnmoreabouteditingparametersinthetutorial"PerformingConfigurationTasksfor
OTBIEnterpriseforHCMCloudService."
5. ClickDonetoreturntotheTaskListsandTaskspane.Noticethatthetaskisnowassignedtotheuseryouareloggedinas.Inasmall
deploymentproject,asinglepersonwithAdministratorDutyprivilegesmightperformallofthesetupandfunctionalconfigurationtasks.Whenyou
logintoFSMwithAdministratorDutyprivileges,youseeallTasksthatareincludedinanImplementationProject.

6. Withthetaskselected,clickAssignTaskstodisplaytheAssignTasksdialogbox.

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7. IntheAssignTasksdialogbox,noticethattheuseryouareloggedinas,istheassigneduser.Noticealsothatyoucouldassignaduedatefor
thistask.

8. ClicktheSelectandAddbutton

toopentheSelectandAdd:Usersdialogbox.

9. IntheSelectandAdd:Usersdialogbox,youcansearchforandselectappropriatefunctionaldevelopers,andthenassignthetasktoanotheruser
toconfigureBIApplicationofferings.WhenfunctionaldevelopersloginanddisplaytheAssignedImplementationTaskstab,theywouldonlysee
thetasksthathavebeenassignedtothem.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.

ManagingOfferingsandFunctionalAreas

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

2. SelectFunctionalAreasintheSearchfieldandclickSearchtodisplayalloftheprebuiltfunctionalareas.

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3. SelectOfferingsintheSearchfieldandclickSearchtodisplayalloftheprebuiltofferings.

4. Searchforthe OracleHumanResourcesAnalyticsoffering.

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5. Clickthe OracleHumanResourcesAnalyticsofferingtodrillintotheobject.
6. Thefirstpagedisplaysbasicinformationabouttheoffering,suchasitsname,code,anddescription.

7. ClickNextorclickAssociateFunctionalAreasontheprocessflowcharttonavigatetotheFunctionalAreaspage.Thispagedisplaysthe
functionalareasassociatedwiththeOracleHumanResourcesAnalyticsoffering.

8. DrillontheOracleFusionOracleHumanResourcesAnalyticsfunctionalareatoseeinformationaboutthisfunctionalarea.

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9. ClicktheNextbuttonorusetheprocessflowlinkstoexplorethetasks,functionalareas,features,documentsandofferingsassociatedwiththis
functionalarea..

10. ClickDonetoreturntotheOracleHumanResourcesAnalyticsofferingpage.

11. UsetheBackandDonebuttonstonavigatetoothersetupandmaintenancepages.

Summary

Inthistutorial,youlearnedhowtoperformfunctionalsetupofOTBIEnterpriseforHCMCloudService.Youlearnedhowto:
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Inthistutorial,youlearnedhowtoperformfunctionalsetupofOTBIEnterpriseforHCMCloudService.Youlearnedhowto:
ExploregettingstartedoptionsinFunctionalSetupManager
Enableanofferingandfunctionalareasfordeployment
Createanimplementationproject
Setupfunctionalconfigurationtasks
Manageofferingsandfunctionalareas

Resources
TolearnmoreaboutOTBIEnterpriseforHCMCloudService,refertoadditionaldocumentationintheOTBIEnterpriseCloudLibrary.

Credits
LeadCurriculumDeveloper:JimSarokin

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