Getting Started With Oracle Fusion Applications: Common .
January 2012Getting Started with Oracle Fusion Applications:Common Implementation
Getting Started with Oracle Fusion Applications: Common ImplementationDisclaimerThe following is intended to outline our general product direction. It is intended for information purposesonly, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, orfunctionality, and should not be relied upon in making purchasing decisions. The development, release, andtiming of any features or functionality described for Oracle’s products remains at the sole discretion ofOracle.WarningThe tasks presented in this guide are intended for a quick introduction or pilot implementation. The guidedoes not include all the setup and security tasks that are appropriate for a complete implementation.
Getting Started with Oracle Fusion Applications: Common ImplementationTable of ContentsTable of Contents. 1Introduction . 2Access Requirements . 2Getting Started Process Flow . 3Table 1: Preparing the Oracle Fusion Applications Super User for UserManagement and Configuration. 3Table 2: Preparing IT Security Manager Role for User and Role Management. 5Table 3: Generating Functional Setup Task List . 6Table 4: Defining Implementation Users . 7Table 5: Setting Up Basic Enterprise Structure. 10Table 6: Defining Users. 13Additional References . 14
Getting Started with Oracle Fusion Applications: Common ImplementationIntroductionThis guide provides a high-level overview of the key tasks that implementors perform to get started withan implementation of Oracle Fusion Applications. These are the first steps in the implementation processafter installation and provisioning of Oracle Fusion Applications.Warning: The tasks presented in this guide are intended for a quick introduction or pilot implementation.The guide does not include all the setup and security tasks that are appropriate for a completeimplementation.The guide covers the basic requirements needed to create an implementation project, optionally createinitial implementation users, and set up the basic enterprise structure needed for implementing any andall Oracle Fusion Applications offerings.References to related help for complete implementations accompany each of the steps. The help isavailable from Oracle Fusion Applications Help or Oracle Fusion Applications Technology Library, unlessspecified otherwise.You can find this document (ID: 1387777.1) on My Oracle Support, https://support.oracle.com.Access RequirementsTo get started with Oracle Fusion Applications implementation, you need access to Oracle IdentityManager (OIM), Oracle Authorization Policy Manager (APM), and Oracle Fusion Applications.Before you begin, make sure you have the following information: URLs for Oracle Fusion Applications and OIMFor example, the Oracle Fusion Applications ishttp://host/homePage/faces/AtkHomePageWelcome, where host is the name of thehost location such as abc.oracleoutsourcing.com.If you do not know the URLs, contact the person who installed the systems at your company.When the Oracle Fusion Applications provisioning process completes, these URLs are shown onthe summary page. They are also recorded in a file whose default name is ProvisioningSummary. The person installing the software, however, has the option to choose a different filename. The file is created in the same location as the provisioning plan. The user name and password of the Oracle Fusion Applications super user and the OIMsystem administrator userThe default user name of the Oracle Fusion Applications super user is FAADMIN. The defaultOIM system administrator user name is XELSYSADM. Contact the person who installed thesystems for the actual user names and passwords specified during installation and provisioning. Location of the Oracle home directory in the Oracle Identity Management (IDM) environment(IDM ORACLE HOME)You will need some familiarity with running UNIX commands.2
Getting Started with Oracle Fusion Applications: Common ImplementationGetting Started Process FlowFigure 1: Process Flow for Starting Your Implementation of Oracle Fusion Applications OfferingsTo start your implementation, follow the steps described below.1. Preparing Oracle Fusion Applications Super User for User Management and Configuration2. Preparing IT Security Manager Role for User and Role Management3. Generating Functional Setup Task List4. Defining Implementation Users5. Setting Up Basic Enterprise Structure6. Defining UsersAfter completing these initial tasks, continue with the remaining functional setup tasks of the offering youhave chosen for your implementation project. See Additional References for information about gettingstarted information for specific offerings.Table 1: Preparing the Oracle Fusion Applications Super User for UserManagement and ConfigurationBy default the super user created when installing and provisioning Oracle Fusion Applications (forexample, FAADMIN) is not set up with an e-mail address. User management and configuration requiresthat the super user has an e-mail address.3
Getting Started with Oracle Fusion Applications: Common ImplementationTasksDescriptionDocumentationTask 1: Update theOracle FusionApplications super userID in LDAP (OracleInternet Directory)As a user with administrative privileges in theOracle Identity Management (IDM) domain, runthe following command from the Oracle homedirectory in that IDM environment:"Preparing the Oracle FusionApplications Super User for UserManagement and Configuration" in theGetting Started and Security section ofthe Oracle Fusion Applications ReleaseNotes IDM ORACLE HOME /bin/ldapmodify -hoid host -p oid port -D"cn orcladmin" -wpassword for orcladmin EOFdn: dn of super user entrychangetype: modifyreplace: mailmail:e-mail addressEOFwhere: IDM ORACLE HOME, oid host, andoid port are variables whose values aredetermined by your installed environment dn of super user entry is thedistinguishedname of the user entry in LDAP,for example:cn faadmin,cn users,dc mycompany,dc com e-mail address is a fully qualified emailaddress of form user@domain.comTask 2: Sign in to OIMLaunch the OIM URL and use the OIM systemadministrator user name and password to sign in.Oracle Fusion Middleware EnterpriseDeployment Guide for Oracle IdentityManagement (Oracle FusionApplications Edition)Task 3: ReconcileLDAP and OracleIdentity ManagerClick the Advanced link in the upper right ofthe interface."Preparing the Oracle FusionApplications Super User for UserManagement and Configuration" in theGetting Started and Security section ofthe Oracle Fusion Applications ReleaseNotesClick Search Scheduled Jobs in the SystemAdministration tasks.Enter LDAP User Create and Update FullReconciliation in the Search Scheduled Jobsfield.Select the job in the search results.LDAP Scheduled Tasks in Oracle FusionMiddleware Administrator's Guide forOracle Identity ManagerClick Run Now to reconcile user updates basedon the change log from LDAP.4
Getting Started with Oracle Fusion Applications: Common ImplementationTable 2: Preparing IT Security Manager Role for User and RoleManagementBy default the super user created when installing and provisioning Oracle Fusion Applications (forexample, FAADMIN) has all necessary access for implementing Oracle Fusion Applications andadministering security. This access is provided by the following roles: Application Implementation Consultant IT Security ManagerNeither of these roles provides access needed for creating and managing Oracle Fusion Applicationsusers. Therefore, you must add the following two OIM roles to the IT Security Manager role: Identity User Administrators, which carries user management entitlement Role Administrators, which carries role management entitlementNote: If you plan to implement your pilot project entirely while signed in as the super user and do not planto create additional users, then you can skip this step.TasksDescriptionDocumentationTask 1: Sign in to OIMLaunch the OIM URL and use the OIMsystem administrator user name andpassword to sign in.Oracle Fusion Middleware EnterpriseDeployment Guide for Oracle IdentityManagement (Oracle Fusion ApplicationsEdition)Task 2: Provision the ITSecurity Manager role withthe Identity UserAdministrators roleClick on Administration in the upperright of the interface, search for theIdentity User Administrators role, andselect the role name in the search results."Provision the IT Security Manager Job Rolewith Roles for User and Role Management"in the Getting Started and Security sectionof the Oracle Fusion Applications ReleaseNotesFrom the Hierarchy tab, click on InheritsFrom.Click on Add.Select the role category: Common – JobRoles and click the find arrow.Select IT Security Manager and move itto the Add Role list.Click Save.Task 3: Provision the ITSecurity Manager role withthe Role AdministratorsroleFollow the same steps as specified aboveto add the Role Administrators role tothe IT Security Manager role's roleinheritance.Managing Roles in Oracle FusionMiddleware User's Guide for Oracle IdentityManager5
Getting Started with Oracle Fusion Applications: Common ImplementationTask 4: Assign the ITSecurity Manager role tothe Xellerate UsersorganizationReturn to the Welcome to IdentityManager Delegated Administration page,search for the Xellerate Usersorganization and select the organizationname in the search results."Provision the IT Security Manager Job Rolewith Roles for User and Role Management"in the Getting Started and Security sectionof the Oracle Fusion Applications ReleaseNotesClick the Administrative Roles link in therow of links above the Xellerate Userspage.In the Filter By Role Name field of theDetails window, enter*IT SECURITY MANAGER*Click Find.Enable Read, Write, Delete, andAssign.Click Assign and Confirm.Table 3: Generating Functional Setup Task ListTo start an implementation of Oracle Fusion Applications, select the offering you want to implement firstand then generate the setup tasks needed to implement it.Note: In a pilot project, you can use the Oracle Fusion Applications super user to generate setup tasks tostart implementation. This super user, however, is created with broad access to Oracle FusionMiddleware and applications administration. Therefore, it is recommended that you create one or morededicated users to manage your implementation projects after you complete your pilot project. SeeGetting Started and Security in the Oracle Fusion Applications Release Notes for more details.The documentation in this table is found in the Oracle Fusion Applications Information TechnologyManagement, Implement Applications Guide.TasksDescriptionTask 1: Sign in toOracle FusionApplicationsUse the Oracle Fusion Applications URL and theOracle Fusion Applications super user to sign into Oracle Fusion Applications.DocumentationThe Welcome page appears.Task 2: Go to theSetup andMaintenance workareaSelect Setup and Maintenance under theTools category in the Navigator to go to theSetup and Maintenance work area.Overview chapterTask 3: Browseofferings from theGetting StartedPageUse the Getting Started with Oracle FusionApplications page to view all Oracle FusionApplications offerings.Gathering Your ImplementationRequirements chapter Manage ApplicationImplementation: Overview6
Getting Started with Oracle Fusion Applications: Common ImplementationTasksDescriptionDocumentationTask 4: Analyzeimplementationrequirements of theofferingsDrill down on an offering of your choice to view adescription, documents, and reports related tothe offering from Related Documents page.Gathering Your ImplementationRequirements chapterTask 5: ConfigureofferingsUse the Configure Offerings page to configurethe offerings of your choice to fit to yourbusiness requirements.Gathering Your ImplementationRequirements chapter Expand any offering to find its optional modules,called Options. Select all that apply to yourorganization.Offerings Explained Options: Explained Feature Choices: ExplainedSimilarly use the Select Feature Choices page toreview optional or alternative business processes,all of which may not apply to yourimplementation. Select all that apply to yourorganization.Task 6: Generatesetup tasksCreate a new implementation project from theManage Implementation Projects page togenerate setup tasks for a selected offering.Managing an Application ImplementationTask 7: Reviewautogeneratedsetup task listThe task list displayed is generated based on thetasks that are relevant to the offerings andoptions that you selected.Managing an Application ImplementationchapterchapterThe most common requirements across allofferings are listed first. Next, the common tasksacross product families are shown. Next arecommon tasks across product modules. Tasksthat are specific to product functionality are listedlast. Implementation Project TaskLists: ExplainedYou can expand the task lists to see the relevanttasks.Table 4: Defining Implementation UsersOne of the first steps in your functional setup task list involves defining implementation users.Implementation users collectively represent the users who typically have the following responsibilities: Administering Oracle Fusion Applications users and security Managing implementation projects for Oracle Fusion Applications offerings Setting up basic enterprise structure needed to implement Oracle Fusion Applications offeringsIn the pilot project, you use the Oracle Fusion Applications super user to administer application users andsecurity and to manage the implementation project.If you plan to use the Oracle Fusion Applications super user to set up the basic enterprise structure aswell, then you do not need to create any additional users. Alternatively you might want to distribute the7
Getting Started with Oracle Fusion Applications: Common Implementationresponsibilities for setting up the basic enterprise structure to multiple people and create one or moreimplementation users.For the pilot project, provide the Application Implementation Consultant role to these additional users.After the pilot project, you might want to enforce segregation of duties and provisions users withappropriate enterprise roles according to their job responsibilities. Refer to the Oracle Fusion ApplicationsSecurity Reference Manuals for details.Note: This process for creating users is only used prior to the basic enterprise structure being in place(see below). Once the basic enterprise structure is set up, this initial user creation process should bedisregarded. Instead you should only use the Define Users process or employee onboarding describedlater to manage Oracle Fusion Applications users. Consequently this initial user creation for enterprisesetup is only applicable during the first implementation project and not in future projects.TasksDescriptionTask 1: Expand theDefine CommonApplicationsConfiguration task listFrom your implementation project, expand theDefine Common Applications Configuration for offering name task list, which contains thetasks that you need to perform to defineimplementation users.Task 2: Run the userand rolessynchronizationprocessPerform the Run User and Role Synchronizationtask. This task synchronizes LDAP users androles with HCM user management so that userscan be provisioned with roles through HCM andall user access can be audited.Documentation"Synchronize LDAP Users with HCM UserManagement " in the Getting Started andSecurity section of the Oracle FusionApplications Release NotesVerify that the SyncRolesJob process hascompleted before beginning the next task.Task 3: Createimplementation usersCreate one or more implementation users whowill set up the basic enterprise structures toenable the Define User process (see Table 6).For your pilot project, provision theimplementation users with the ApplicationImplementation Consultant role."Create Users for Enterprise StructureSetup" in the Getting Started and Securitysection of the Oracle Fusion ApplicationsRelease NotesNote: This task is optional if you decide to useonly the Oracle Fusion Applications super userto set up basic enterprise structure for yourpilot project.Task 4: Create datarole forimplementation usersCreate a "View All" data role and a referencedata sharing Set ID data role that grant accessto data in secured objects required forperforming HCM setup steps."Create Users for Enterprise StructureSetup" in the Getting Started and Securitysection of the Oracle Fusion ApplicationsRelease NotesOracle Fusion Applications SecurityReference Manuals8
Getting Started with Oracle Fusion Applications: Common ImplementationTasksDescriptionDocumentationTask 5: Provisionroles toimplementation usersProvision the View All and Set ID data rolesto the Oracle Fusion Applications super user."Create Users for Enterprise StructureSetup" (role provisioning steps) in theGetting Started and Security section of theOracle Fusion Applications Release NotesIf you created additional implementation users(see previous task), provision the followingroles to them: Application ImplementationConsultant enterprise role View All and Set ID data rolesThis figure shows the tasks from Table 4: Defining Implementation Users in a flow where the super usercreates and provisions an IT security manager user who then creates implementation users andprovisions them for enterprise setup. The tasks are called out in the figure by number.9
Getting Started with Oracle Fusion Applications: Common ImplementationTable 5: Setting Up Basic Enterprise StructureThe basic enterprise structure must be in place before any of the Oracle Fusion Applications offerings canbe set up. The tasks in the following table explain the baseline steps you must perform to set up yourbasic enterprise structure. These tasks appear in the functional setup task list that you generated in theSetup and Maintenance work area; however, in your task list, the tasks may appear in a differentsequence, and may be interspersed with other tasks.In your pilot project, you can have the Oracle Fusion Applications super user perform these tasks.Alternatively, if you have created additional implementation users (see Table 4) and want them to set upthe enterprise structure, then you need to assign specific tasks to them.TasksDescriptionTask 1: Assign tasks tousersThis task is applicable only if users otherthan the Oracle Fusion Applications superuser are expected to perform the tasks.Task 2: Sign in as theassigned user and findyour assigned tasksThis task is applicable only if users otherthan the Oracle Fusion Applications superuser are expected to perform the tasks.DocumentationEach assigned user will sign in using theOracle Fusion Applications URL and his orher own user name and password.Then users will go to the AssignedImplementation Tasks tab to find theirassigned tasks.Task 3 Define referencedata sharingPerform the tasks in the Define ReferenceData Sharing for HCM activity.Setting up reference data for HCM is aprerequisite to managing users in HCMusing the Manage Users task. See Table 6:Defining Users.Maintain Common Reference Objectschapter, Oracle Fusion ApplicationsCommon Implementation Guide Reference Data Sets
Getting Started with Oracle Fusion A pplications: Common Implementation Introduction This guide provides a high-level overview of the key tasks that implementors perform to get started with an implementation of Oracle Fusion Applications. These are the first steps in the implementation process
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