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Performing Functional Setup of OTBI Enterprise for HCM Cloud Service

PerformingFunctionalSetupofOTBIEnterpriseforHCMCloudService

Overview

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

TimetoComplete
Approximately1hour

Introduction
AccurateandsuccessfulmovementofdatafromasourcedatabasetoOTBIEnterpriseforHCMCloudServicerequiresthatyouperformfunctionalsetup
ofanOTBIEnterpriseforHCMCloudServiceoffering.Anofferingisaproductthatyouhavepurchased.TheofferingyouneedtoconfigureforOTBI
EnterpriseforHCMCloudService11.1.1.8.1isOracleHumanResourcesAnalytics.Thefunctionalsetupofanoffering,basedeitheronbusiness
requirementsorontransactionalsourcesystemsettingsorconfigurations,directsthemannerinwhichrelevantdataismovedandtransformedfroma
sourcetothetarget.Additionally,somefunctionalsetupofOTBIEnterpriseforHCMCloudServicecontrolsthemannerinwhichdataisdisplayed.
Functionalsetupisalsoreferredtoasfunctionalconfiguration.Youcanlearnmoreaboutcompletingconfigurationtasksinthecompaniontutorial
"PerformingConfigurationTasksforOTBIEnterpriseforHCMCloudService."

Scenario
ThegoalofthetutorialsinthisseriesistoenableuserswithanimplementerroletoconfigureanddeployOracleTransactionalBusinessIntelligence
EnterpriseforHumanCapitalManagementCloudService.AnimplementerisresponsibleforperformingtheinitialsetupandconfigurationofOracle
TransactionalBusinessIntelligenceEnterpriseforHumanCapitalManagementCloudService.Theimplementerrolemaybeperformedbythecustomer
orbyanimplementationpartner.

Prerequisites
Beforestartingthistutorial,itisassumedthatthefollowinghavebeencompleted:
YouhavesubmittedanSRtoprovisiontheFusionAppsCloudAdapter,andsubsequentlythattheCloudAdapterhasbeenenabledontheFusion
HCMCloudPOD
YouhavesubmittedanSRtoregisterthesourcesystemandgrantuseraccesstoConfigurationManagerandFunctionalSetupManager,and
subsequentlytheFusionHCMCloudsourcehasbeenregisteredinOTBIEnterprise
OracleCloudOpshasprovidedtheURLtoaccessConfigurationManagerandFunctionalSetupManagerinanOTBIEnterpriseforHCMCloud
Serviceenvironmentalongwiththepropercredentialstosignin.
YouhavecompletedthestepsinthecompanionOBEsinthisseries:
PerformingInitialConfigurationofOTBIEnterpriseforHCMCloudService
ManagingaDomainOnlyLoadPlaninOTBIEnterpriseforHCMCloudService

ExploringGettingStartedOptionsinFunctionalSetupManager

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

3.FromtheTasksbarinConfigurationManager,selectthePerformFunctionalConfigurationslinktolaunchFunctionalSetupManagerinanewtab.

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3.FromtheTasksbarinConfigurationManager,selectthePerformFunctionalConfigurationslinktolaunchFunctionalSetupManagerinanewtab.

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

6.IntheTasksbar,underImplementations,selectGettingStartedtodisplaytheprebuiltofferingsintherightpane.

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7.SelecttheOracle Human Resources AnalyticsofferingtonavigatetotheDocumentspagefortheoffering.

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8.OntheDocumentspageyoucanaccessdocumentationrelatedtotheselectedoffering.

9.ClicktheXLSlinkfor"SetupTaskListsandTasks"toopenthespreadsheet.

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10.Thisspreadsheetprovidesalistofallofthesetuptasksforanoffering,withadescriptionofeachtask.Pleasenote:Althoughitisnotlistedunder
Documents,themainreferenceforSetupTaskListsandTasksshouldbetheOTBIEnterpriseCustomerConfigurationWorkbook.Forrelease
11.1.1.8.1,theOTBIEnterpriseCustomerConfigurationWorkbookisamodifiedversionofthistaskspreadsheetembeddedintheproduct.It
containsonlythespecificlistoftasksforOTBIEnterpriseforHCMCloudServiceandshouldbeyouronlyreferencetocompletethesetasks.If
youdonotknowwheretolocatetheOTBIEnterpriseCustomerConfigurationWorkbook,pleasecontactthepersoninOracleBIProduct
Managementwhohasbeenassignedtoassistyouwithyourimplementation

11.Openandexploretheothergettingstarteddocuments.
12.ClickDonetoreturntotheGettingStartedpage.

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.Offeringimplementationscannotbecompleteduntiltheoffering
isprovisioned.Doyouwanttocontinue?

5.Expand"OracleFusionOracleHumanResourcesAnalytics".

6.SelecttheEnableforImplementationcheckboxnextto"OracleFusionOracleHumanResourcesAnalytics".

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

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8.Saveyourchanges.

CreatinganImplementationProject

YouuseFunctionalSetupManagertocreateanImplementationProjecttoconfigureanofferingandthemodulesthatyouwanttodeploy.Inthisexample,
youcreateanimplementationprojecttoconfigureOracleHumanResourcesAnalytics.Again,pleasenotethatalthoughyourcustomerpurchaseda
productnamedOTBIEnterpriseforHCMCloudService,theoffering(product)youneedtoselectforrelease11.1.1.8.1isOracleHumanResources
Analytics.
1.IntheTaskspane,selectImplementations>ManageImplementationProjectstodisplaytheManageImplementationProjectspage

2.SelectActions>CreatetodisplaytheEnterBasicInformationpage.

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3.TheEnterBasicInformationpageisdisplayed.

4.EnteranameintheNamefield.Thenameisarbitrary,butshouldbesomethingmeaningful.InthisexamplethenameisOTBIE HCM IP.

5.NoticethatwhenyoupressEnterorstepofftheNamefield,acodeanddescriptionaregeneratedautomatically.

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

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7.TheSelectOfferingstoImplementpageisdisplayed.

8.OntheSelectOfferingstoImplementpageselectIncludeforOracleHumanResourcesAnalytics.

9.SelectIncludeforOracleFusionOracleHumanResourcesAnalytics.

10.SelectIncludenexttoAbsenceandAccrual,PayrollFunctionalArea,andWorkforceDeploymentFunctionalAreatoincludethesefunctional
areasintheproject.

11.ClickSaveandOpenProject"toopentheprojectpage.

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12.Theprojectpageisdisplayed.

13.IntheTaskListsandTaskssection,expandOracleHumanResourcesAnalyticstoviewthelistoftasksrequiredtoconfiguretheselected
OfferingandFunctionalAreas.Onceyoucreateanimplementationproject,FSMgeneratesthetasksrequiredtoconfigurethespecifiedoffering.

SettingUpFunctionalConfigurationTasks

Bydefault,functionalconfigurationtasksareassignedtotheuserwhoisloggedinwithAdministratorDutyprivileges.Youcanassigntaskstofunctional
developerssothatfunctionaldeveloperscanconfigureofferings.WhenfunctionaldevelopersloginanddisplaytheAssignedImplementationTaskstab,

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

2.ClicktheGotoTaskicon

todisplaytheconfigurationscreenthatenablesyoutocompletethetask.

3.Theconfigurationscreenthatenablesyoutocompletethetaskisdisplayed.

4.Leavetheparametervaluesetasisfornow.Youcanlearnmoreabouteditingparametersinthetutorial"PerformingConfigurationTasksforOTBI
EnterpriseforHCMCloudService."
5.ClickDonetoreturntotheTaskListsandTaskspane.Noticethatthetaskisnowassignedtotheuseryouareloggedinas.Inasmall
deploymentproject,asinglepersonwithAdministratorDutyprivilegesmightperformallofthesetupandfunctionalconfigurationtasks.Whenyou
logintoFSMwithAdministratorDutyprivileges,youseeallTasksthatareincludedinanImplementationProject.

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6.Withthetaskselected,clickAssignTaskstodisplaytheAssignTasksdialogbox.

7.IntheAssignTasksdialogbox,noticethattheuseryouareloggedinas,istheassigneduser.Noticealsothatyoucouldassignaduedateforthis
task.

8.ClicktheSelectandAddbutton

toopentheSelectandAdd:Usersdialogbox.

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9.IntheSelectandAdd:Usersdialogbox,youcansearchforandselectappropriatefunctionaldevelopers,andthenassignthetasktoanotheruser
toconfigureBIApplicationofferings.WhenfunctionaldevelopersloginanddisplaytheAssignedImplementationTaskstab,theywouldonlysee
thetasksthathavebeenassignedtothem.Inthisexample,yousearchfor"Admin"intheUserIdfield,andthe"Administrator"userisreturned.

10.SelecttheusernameandclickApplytoassignthetasktothenewuser.

11.ClickDonetoclosetheSelectandAdd:Usersdialogbox.TheuserisassignedtothetaskintheAssignTasksdialogbox.

12.Click"SaveandClose"toclosetheAssignTasksdialogbox.

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13.Theuserisassignedtothetaskinthetasklist..

14.Withthetaskselected,clickEditStatustodisplaytheEditStatusdialogbox.

15.IntheEditStatusdialogboxyoucanchangetaskstatusforthetask.

16.ClickCanceltoclosetheEditStatusdialogboxwithoutmakinganychanges.

ManagingOfferingsandFunctionalAreas

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

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2.SelectFunctionalAreasintheSearchfieldandclickSearchtodisplayalloftheprebuiltfunctionalareas.

3.SelectOfferingsintheSearchfieldandclickSearchtodisplayalloftheprebuiltofferings.

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4.SearchfortheOracle Human Resources Analyticsoffering.

5.ClicktheOracle Human Resources Analyticsofferingtodrillintotheobject.

6.Thefirstpagedisplaysbasicinformationabouttheoffering,suchasitsname,code,anddescription.

7.ClickNextorclickAssociateFunctionalAreasontheprocessflowcharttonavigatetotheFunctionalAreaspage.Thispagedisplaysthe

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7.ClickNextorclickAssociateFunctionalAreasontheprocessflowcharttonavigatetotheFunctionalAreaspage.Thispagedisplaysthe
functionalareasassociatedwiththeOracleHumanResourcesAnalyticsoffering.

8.DrillontheOracleFusionOracleHumanResourcesAnalyticsfunctionalareatoseeinformationaboutthisfunctionalarea.

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

10.ClickDonetoreturntotheOracleHumanResourcesAnalyticsofferingpage.

11.UsetheBackandDonebuttonstonavigatetoothersetupandmaintenancepages.

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Summary

Inthistutorial,youlearnedhowtoperformfunctionalsetupofOTBIEnterpriseforHCMCloudService.Youlearnedhowto:
ExploregettingstartedoptionsinFunctionalSetupManager
Enableanofferingandfunctionalareasfordeployment
Createanimplementationproject
Setupfunctionalconfigurationtasks
Manageofferingsandfunctionalareas

Resources
TolearnmoreaboutOTBIEnterpriseforHCMCloudService,refertoadditionaldocumentationintheOTBIEnterpriseCloudLibrary.

Credits
LeadCurriculumDeveloper:JimSarokin

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