Getting Started With Oracle Fusion Human Capital .
January 2012Getting Started with Oracle Fusion Human CapitalManagement On-Premise Implementations
Getting Started with Oracle Fusion Human Capital Management On-Premise ImplementationsDisclaimerThe 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 document are intended for a quick introduction or pilot implementation. Thedocument does not include all the setup and security tasks that are appropriate for a completeimplementation.
Getting Started with Oracle Fusion Human Capital Management On-Premise ImplementationsTable of ContentsTable of Contents . 1Introduction . 2Access Requirements. 2Getting Started Process . 3Table 1: Preparing the Oracle Fusion Applications Super User for UserManagement and Configuration. 3Table 2: Preparing the IT Security Manager Role for User and Role Management. 5Table 3: Generating the Setup Task List. 6Table 4: Defining Implementation Users . 7Table 5: Setting Up Basic Enterprise Structures . 9Table 6: Defining Application Users . 12Additional References . 14
Getting Started with Oracle Fusion Human Capital Management On-Premise ImplementationsIntroductionThis document provides a high-level introduction to some key tasks that implementors of Oracle FusionHuman Capital Management (Oracle Fusion HCM) must perform. These tasks, which are largely focusedon the successful creation of implementation and application users, constitute the first steps in theimplementation process after installation and provisioning of Oracle Fusion HCM are complete.Warning: The tasks presented in this document are intended for a quick introduction or pilotimplementation. This document does not include all setup and security tasks that are appropriate for acomplete implementation of Oracle Fusion HCM.References to related help accompany each of the steps. The help is available from Oracle FusionApplications Help or Oracle Fusion Applications Technology Library, unless specified otherwise.You can find this document (ID: 1395863.1) on My Oracle Support, https://support.oracle.com.Access RequirementsTo get started with an Oracle Fusion HCM implementation, you need access to Oracle Identity Manager(OIM), Oracle Fusion Middleware Authorization Policy Manager (APM), and Oracle Fusion Applications.Before you begin, gather the following information: URLs for Oracle Fusion Applications and OIM.For example, the URL for 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, can choose a different file name. The fileis created in the same location as the provisioning plan. The user name and password of the Oracle Fusion Applications super user and the OIM systemadministrator user.The 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 user names and passwords specified during installation and provisioning. The 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 Human Capital Management On-Premise ImplementationsGetting Started ProcessTo start your implementation, complete these steps as described in the following sections.1. Preparing the Oracle Fusion Applications Super User for User Management and Configuration2. Preparing the IT Security Manager Role for User and Role Management3. Generating the Setup Task List4. Defining Implementation Users5. Setting Up Basic Enterprise Structures6. Defining Application UsersAfter completing these initial tasks, continue with the remaining functional setup of the offering you havechosen for your implementation project.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(FAADMIN, by default) has no e-mail address; however, user management and configuration require thatthe super user has an e-mail address. Complete the tasks in the following table to create the super user’se-mail address.3
Getting Started with Oracle Fusion Human Capital Management On-Premise ImplementationsTaskDescriptionDocumentation1. Update theOracle FusionApplications superuser ID in LDAP(Oracle InternetDirectory)As a user with administrative privileges in the Oracle IdentityManagement (IDM) domain, run the following command from theOracle home directory in that IDM environment:"Preparing the OracleFusion Applications SuperUser for User Managementand Configuration" in the IDM ORACLE HOME /bin/ldapmodify –hoid host -p oid port -D"cn orcladmin" –wpassword for orcladmin EOFGetting Started andSecurity section of theOracle Fusion ApplicationsRelease Notesdn: dn of super user entrychangetype: modifyreplace: mailmail:e-mail addressEOFwhere: IDM ORACLE HOME, oid host, and oid port arevariables whose values are determined by your installedenvironment. dn of super user entry is the distinguished nameof the user entry in LDAP; for example,cn faadmin,cn users,dc mycompany,dc com e-mail address is a fully qualified e-mail address in theformat user@domain.com2. Sign in to OIMUse the OIM system administrator user name and password.3. Reconcile LDAPand OIMClick the Advanced link in the upper right of the interface.Click Search Scheduled Jobs in the System Administrationtasks.Enter LDAP User Create and Update FullReconciliation in the Search Scheduled Jobs field.Select the job in the search results.Click Run Now to reconcile user updates based on the changelog from LDAP.Oracle Fusion MiddlewareEnterprise DeploymentGuide for Oracle IdentityManagement (OracleFusion ApplicationsEdition)"Preparing the OracleFusion Applications SuperUser for User Managementand Configuration" in theGetting Started andSecurity section of theOracle Fusion ApplicationsRelease NotesLDAP Scheduled Tasks inOracle Fusion MiddlewareAdministrator’s Guide forOracle Identity Manager4
Getting Started with Oracle Fusion Human Capital Management On-Premise ImplementationsTable 2: Preparing the IT Security Manager Role for User and RoleManagementThe Oracle Fusion Applications super user (FAADMIN, by default) has all necessary access rights forimplementing Oracle Fusion HCM and administering security. This access is provided by the following jobroles: Application Implementation Consultant IT Security ManagerHowever, neither of these roles provides the access needed for creating and managing Oracle FusionApplications users; therefore, the following two OIM roles must be added by the OIM system administratorto the IT Security Manager job role: Identity User Administrators, which carries user management entitlement Role Administrators, which carries role management entitlementThe following table identifies the tasks the OIM system administrator performs to update the IT SecurityManager role.TaskDescriptionDocumentation1. Sign in to OIMUse the OIM system administrator username and password.Oracle Fusion Middleware EnterpriseDeployment Guide for Oracle IdentityManagement (Oracle Fusion ApplicationsEdition)2. Provision the ITSecurity Manager role withthe Identity UserAdministrators roleOn the Administration tab, search for theIDENTITY USER ADMINISTRATORS roleand select the role name in the searchresults."Provision the IT Security Manager Job Rolewith Roles for User and Role Management"in the Getting Started and Security sectionof the Oracle Fusion Applications ReleaseNotesOn the Hierarchy tab, click InheritsFrom.Click Add, search Common – Job Roles forthe IT Security Manager role, move therole to the Add Role list, and click Save.3. Provision the ITSecurity Manager role withthe Role AdministratorsroleFollow the instructions for task 2 (above)to add the ROLE ADMINISTRATORS role tothe IT Security Manager role."Provision the IT Security Manager Job Rolewith Roles for User and Role Management"in the Getting Started and Security sectionof the Oracle Fusion Applications ReleaseNotes5
Getting Started with Oracle Fusion Human Capital Management On-Premise Implementations4. Assign the IT SecurityManager role to theXellerate UsersorganizationReturn to the Welcome to IdentityManager Delegated Administration page,search for the Xellerate Users organization,and select the organization name in thesearch 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 Administrative Roles. In the Filterby Role Name field of the Details window,enter:*IT SECURITY MANAGER*Click Find.Enable Read, Write, Delete, and Assign.Click Assign and Confirm.Table 3: Generating the Setup Task ListTo start an implementation of Oracle Fusion HCM, the Oracle Fusion Applications super user (FAADMIN)selects an offering to implement and generates the setup tasks needed to implement it.The following table identifies how to generate the setup tasks. The documentation in this table is in theOracle Fusion Applications Information Technology Management, Implement Applications Guide.TaskDescription1. Sign in to OracleFusion ApplicationsUsing the Oracle Fusion Applications URL, sign into Oracle Fusion Applications as the OracleFusion Applications super user.DocumentationThe Welcome page appears.2. Go to the Setupand Maintenancework areaSelect Setup and Maintenance under theTools category in the Navigator to go to theSetup and Maintenance work area.Overview chapter3. Browse offeringson the GettingStarted PageOn the Getting Started with Oracle FusionApplications page, view all Oracle FusionApplications offerings.Gathering Your ImplementationRequirements chapter4. Analyzeimplementationrequirements of theofferingsDrill down on the Oracle Fusion HCM offering ofyour choice to view a description, documents,and reports related to the offering on theDocuments page.Gathering Your ImplementationRequirements chapter Manage ApplicationImplementation: OverviewOfferings Explained6
Getting Started with Oracle Fusion Human Capital Management On-Premise ImplementationsTaskDescriptionDocumentation5. ConfigureofferingsOn the Configure Offerings page, configure theofferings of your choice to fit your businessrequirements.Gathering Your ImplementationRequirements chapterExpand any offering to find its optional modules,called Options. Select all that apply to yourorganization. Options: Explained Feature Choices: ExplainedUse the Select Feature Choices page to reviewoptional or alternative business processes. Selectall that apply to your enterprise.6. Generate setuptasksCreate a new implementation project on theManage Implementation Projects page togenerate setup tasks for a selected offering.Managing an Application Implementation7. Review thegenerated setuptask listThe task list includes the tasks that are relevantto the offerings and options 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 tasksthat they contain.Table 4: Defining Implementation UsersThe Oracle Fusion Applications super user (FAADMIN) could perform all tasks in your Oracle FusionHCM implementation project. However, it is good security practice to allocate implementation tasks toone or more implementation users. The responsibilities of implementation users are in three broadcategories: Creation of users and security management Management of implementation projects Setup of enterprise structuresThe job roles required by each type of implementation user are as follows:Implementation ResponsibilitiesRequired Job RolesCreation of users and security managementIT Security ManagerManagement of implementation projectsApplication Implementation ManagerSetup of enterprise structuresApplication Implementation Consultant7
Getting Started with Oracle Fusion Human Capital Management On-Premise ImplementationsThe number of implementation users you create will depend on factors such as the offerings you areimplementing and local practice, but a minimum of two (one with the IT Security Manager role and onewithout) is recommended.From your implementation project, expand the Define Common Applications Configuration for HumanCapital Management task list. This task list contains the tasks that you perform to create implementationusers and provision them with the required roles. Perform the implementation tasks identified in thefollowing table.TaskDescriptionDocumentation1. Synchronize HCMuser and roleinformation with OIMPerformer: Oracle Fusion Applications superuser (FAADMIN)Define Synchronization of Users and Rolesfrom LDAP chapter, Oracle FusionPerform the task Run User and RolesSynchronization Process. This task initiates theRetrieve Latest LDAP Changes process, whichcopies to HCM all role and user informationstored in OIM and the LDAP directory. (Notethat the process name appears asSyncRolesJob). Take a note of the process ID.Applications Common ImplementationGuide User and Role Synchronization:ExplainedSearch for the process by its process ID in theScheduled Processes work area to confirm thatit completed successfully. You cannot createdata roles for implementation users (Task 4)until role information from OIM is available inHCM.2. Create animplementation userfor user and securitymanagementPerformer: Oracle Fusion Applications superuser (FAADMIN)3. Create additionalimplementation usersPerformer: IT Security Manager4. Create an HCMdata role forimplementation usersPerformer: IT Security ManagerIn OIM, create a user account for theimplementation user who will create otherusers and manage security. Provision this userwith the IT Security Manager role.In OIM, create user accounts for one or moreimplementation users who will manageimplementation projects and set up theenterprise structures during implementation.Provision these users with the ApplicationImplementation Consultant and ApplicationImplementation Manager roles, as appropriate.Perform the task Create Data Role forImplementation Users to create an HCM datarole for the Application ImplementationConsultant job role. Provide the data role withView All access to all HCM objects that appearin the data role by searching for and selectingthe predefined View All security profile for eachobject."Create Security Administrators" in theGetting Started and Security section of theOracle Fusion Applications Release NotesStep 1 in "Create Users for EnterpriseStructure Setup" and “CreateImplementation Project Managers” in theGetting Started and Security section of theOracle Fusion Applications Release NotesStep 2 in "Create Users for EnterpriseStructure Setup" in the Getting Started andSecurity section of the Oracle FusionApplications Release Notes8
Getting Started with Oracle Fusion Human Capital Management On-Premise ImplementationsTaskDescriptionDocumentation5. Create data rolesfor HCM reference-setdataPerformer: IT Security ManagerStep 4 in "Create Users for EnterpriseStructure Setup" in the Getting Started andSecurity section of the Oracle FusionApplications Release Notes6: Provision data rolesto implementationusersPerformer: IT Security ManagerPerform the task Manage Role Templates togenerate data roles in APM using data roletemplates. These data roles enableimplementation users to create reference-setdata such as jobs, departments, and locations.Perform the task Provision Roles toImplementation Users. In OIM, provision theView All HCM data role (from task 4) and anyreference-set data roles (from task 5) toimplementation users.Step 5 in "Create Users for EnterpriseStructure Setup" in the Getting Started andSecurity section of the Oracle FusionApplications Release NotesNote: For your first implementation project only, you create implementation users as described in tasks 2and 3 (above). For subsequent implementation projects, application users will exist. You will be able toprovision the necessary job and data roles for implementation tasks to appropriate application users andwill not need to create implementation users specifically.Table 5: Setting Up Basic Enterprise StructuresThe tasks in the following table relate to setup of the basic enterprise structures: these are the structuresthat need to exist before you can create application users. Most of these tasks appear in the setup tasklist that was generated for the Oracle Fusion HCM offering in the Setup and Maintenance work area;however, in your task list the tasks may be interspersed with other tasks that do not need to be performedbefore you can create application users. Although you can hire workers without specifying a job, location,or department, those tasks are included here because, in practice, you are likely to want to include thosedetails.If you use the Enterprise Structures Configurator to create the basic enterprise structures, its interviewbased process guides you through the setup of reference data sets, legislative data groups, legal entities,business units, and business unit set assignment; therefore, you can omit tasks 5, 7, 8, and 10 in thefollowing table. Tasks associated with the Enterprise Structures Configurator appear in the DefineEnterprise Structures for Human Capital Management task list in the offering setup task list.TaskDescription1. Assign implementationtasks to usersPerformer: Application ImplementationManagerDocumentationAssign tasks related to the setup ofenterprise structures to implementationusers who have the ApplicationImplementation Consultant job role.9
Getting Started with Oracle Fusion Human Capital Management On-Premise ImplementationsTaskDescription2. Sign in as the assigneduser and find yourassigned tasksPerformer: Application ImplementationConsultantDocumentationSign in using the Oracle FusionApplications URL and the user account andpassword associated with yourimplementation user role.Navigate to the Assigned ImplementationTasks tab to find assigned tasks.3. Load geographiesPerformer: Application ImplementationConsultantPerform th
complete implementation of Oracle Fusion HCM. References to related help accompany each of the steps. The help is available from Oracle Fusion Applications Help or Oracle Fusion Applications Technology Library, unless specified otherwise. You can find this document (ID: 1395863.1) on My Oracle Support, https://support.oracle.com.
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