One-click Solution For Document Upload To Oracle HCM Cloud

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Document Integration Automation for HCM CloudOne-click Solution for Document Upload to Oracle HCM CloudDoQ Integrator: User Guide

ContentsWhat is DoQ Integrator? . 3Features of DoQ Integrator . 4Auto-Cloud Upload . 4Manual Upload . 5Analytics . 6UCM . 6Setup Instructions . 6Downloading the tool and installation . 6Administration. 6Setting User Credentials . 7Setting Environment URL . 9Data Preparation .12Initiating Manual Upload .15Viewing Analytics of Data Load .17Generating list of files in UCM .18Changing the Settings .19DoQ Integrator: User Guide

What is DoQ Integrator?File Based Loader (FBL) is a commonly used data loading tool in Oracle Fusion Cloud HCM. However, it hasa few drawbacks such as lack of support for loading attachment files. On the other hand, HCM DataLoader (HDL) makes the upload process simpler by enabling bulk upload of attachment files to FusionHCM. For business and technical users, processing files for upload is a cumbersome task, involving carefulpreparation of DAT file, manual data validation, and running multiple Oracle processes on Fusion beforethe docs are finally attached to the Person.DoQ Integrator eliminates all these issues with a simple Excel template and a one-click user interface. Thetool performs the required validations, creates DAT files, loads into Fusion, and attaches to the PersonRecord in Oracle HCM Cloud.One of the most common use cases of bulk data loaders is ‘loading employee document records’ (duringevents such as mass recruitments) or data migration from third party systems. DoQ Integrator automatesloading of document records by:1. Automating file processing2. Uploading processed files via HDL web services and uploads against the person record in HCMCloudDoQ Integrator leverages Oracle’s web services to bulk upload employee files, and attaches themautomatically to the employee’s record in HCM Cloud. In essence, the tool builds an automated interfacethat connects third-party systems to HCM cloud in a few clicks. It supports all file formats supported byHDL such as DOCX, .DOC, .PDF, .TXT, .JPEG, and .PNG. Additionally, the tool utilizes a built-in algorithmthat automatically batches the upload into HCM Cloud to overcome the one-time upload limit of OracleUCM.DoQ Integrator: User Guide

Features of DoQ IntegratorAuto-Cloud UploadAuto-Cloud Upload option simplifies the process of batch uploading document records. In this scenario, asource folder is prepared containing attachment files for documents of employees and an Excel sheetcontaining the corresponding data.ACTIVITY DIAGRAMSTAGES IN AUTO-CLOUD UPLOAD SYSTEM PROCESSDoQ Integrator: User Guide

Manual UploadThe Manual Upload option offers experienced technical users the ability to directly upload ZIP files whichare already in processed form. In this scenario, users can directly feed the tool with ZIP files processed asper HDL specification.ACTIVITY DIAGRAMSTAGES IN MANUAL UPLOAD SYSTEM PROCESSDoQ Integrator: User Guide

AnalyticsAnalytics feature provides detailed analysis of files loaded along with status.UCMUCM is a content management server that plays the role of an intermediate server while loading data toFusion HCM server. Any data, before being uploaded into the HCM environment, resides in the UCMserver. The ‘UCM Browser’ displays the contents that resides in the UCM server associated with theFusion HCM environment. It also displays the list of files available in UCM with options to filter data.Setup InstructionsPlease use the Quick Setup Guide (One-page document) in the Oracle Cloud Marketplace listing. Theinstructions below are created in case you need detailed navigation path of any features.Downloading the tool and installation1.Click here to download the tool (JAR file)2. Click here to download the Java SE Development Kit 8 (JDK 1.8 ) or above and install it3. Double-click on the tool (JAR file) to start the applicationAdministrationEnter the Fusion HCM URL and Fusion username & password after clicking on the ‘administration’ tab inthe left-hand navigation. It completes all the required validations and provides the status (Success/Failed)after the username, password, and URL are entered.Note: The Fusion HCM user should have the ‘Fusion Implementation Specialist’ role. Contact your OracleFusion Administrator to get this role assigned to you, if you are the person performing the upload ofdocuments.DoQ Integrator: User Guide

Setting User CredentialsThe HCM user credentials needs to be specified if not already done. To do this:1. In the navigation pane, click on Administration tab. The Administration screen appears2. Under the Oracle HCM Credentials section, click on the orange pencil iconDoQ Integrator: User Guide

3. Once the pop-up appears, enter the User Name and User Key4. Enter login credentials of the Oracle Fusion HCM userDoQ Integrator: User Guide

5. Click Save to save user credentialsSetting Environment URLBefore initiating the upload process, the environment URL needs to be specified.1. In the Navigation Pane, click on the Administration tabDoQ Integrator: User Guide

2. Under the Oracle HCM URL/WSDL section, click on the orange pencil icon3.Once the pop-up appears, select the URL targetDoQ Integrator: User Guide

4. Enter the URL and click Save to save environment credentials5.A success message is displayed if the URL is verifiedDoQ Integrator: User Guide

Data PreparationThe source data needs to be prepared based on the type of upload (Auto-Cloud or Manual).Preparing source folder for Auto-Cloud uploadPreparation of the source folder includes the following steps:Step1: Create a new folder in your systemStep2: Place all the attachment files that need to be uploaded into the source folderStep3: Download the following Excel sheet to the source folder: TemplateStep4: Open the template in Excel and populate all six fields. Fill-in the 6 columns in theExcel sheet with document record data. The Fields are self-explanatory. In the templateprovided, line 16 and 17 are sample values to give an idea of what values to fill in and canbe replaced with the person data that needs to be uploaded.Please noteAdditional info on templateRows should be populated only after the header row containing the column headsDocumentType, PersonNumber, DocumentName, DateFrom, Title, File PK arepopulated. Do not modify anything above this row. Excel file above could be createdmanually or using any other program. Place it in the folder containing other documentsthat are to be uploaded.Explanation of the 6 fieldsDocumentType: This could be any supported value as per the drop downPersonNumber: This is person number from Oracle FusionDocumentName: This could be any meaningful text such as ‘Passport’ or ‘Driving License’DateFrom: ‘Effective from’ date to be included in Fusion for the person documentTitle: Similar to the document name — US Passport, New York license etc.File PK: The exact file name that is being uploadedPreparing source ZIP file for Manual UploadThis step is not required if you are using the Auto Cloud Option. We recommend the Auto CloudOption. ‘Manual Upload’ is an additional feature being offered in the tool. This option can beused when you have a use case to upload the already prepared the ZIP File (as specified in theOracle Support Document: Doc ID 2030116.1). In the Auto Cloud option, the tool does all thework — prepares the ZIP file (as per the format required by Oracle) and performs pre-validationsand processes it to HCM Cloud.DoQ Integrator: User Guide

Upload InitiationClick Auto Upload and select the folder containing files and click ‘Start’. You can see the visual of theprogress.Below are the step-by-step instructions1. In the Navigation Pane, click on the Auto-Cloud Upload option2.Click Browse to navigate to the source folderDoQ Integrator: User Guide

3.Once the appropriate folder is selected, click ‘Start‘ to initiate the upload process4.Wait for the five stages to completeDoQ Integrator: User Guide

Initiating Manual Upload1. In the navigation pane, click on the Manual Upload option2. Click Browse to navigate to the source ZIP fileDoQ Integrator: User Guide

3. Once the appropriate folder is selected, click Start to initiate the upload process4. Wait for the four stages to completeDoQ Integrator: User Guide

Viewing Analytics of Data Load1. In the navigation pane, click Analytics2. Filter results using Content ID, Start Date, and End DateDoQ Integrator: User Guide

3. Details View and the Analysis ViewGenerating list of files in UCM1. In the navigation pane, click on UCM2. You can filter UCM content by adding filter conditionsDoQ Integrator: User Guide

Changing the Settings1. In the navigation pane, click on the Settings option2. Here you have two types of settings: App SettingsCloud Upload Settings3. The App Settings contains general application settings: Enable Application Console LoggingAuto Save Oracle Cloud CredentialsDoQ Integrator: User Guide

4. The Cloud Upload Settings contains: Upload Wait Time in MinutesFor support queries or additional features or customizations, please drop an email to oracleteam@qburst.com withsubject ‘DoQ Integrator Support Query-Oracle Cloud Marketplace’.DoQ Integrator: User Guide

File Based Loader (FBL) is a commonly used data loading tool in Oracle Fusion Cloud HCM. However, it has a few drawbacks such as lack of support for loading attachment files. On the other hand, HCM Data Loader (HDL) makes the upload process simpler by enabling bulk upload of attachment files to Fusion HCM.

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