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Welcome
Housekeeping
o Fire Alarm o Facilities o Timings, Breaks & Lunch
Introductions
o Name o Previous experience e.g. PeopleSoft, EBS, etc. o Any experience with Fusion HCM?
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Course Overview/Timetable
Day One Monday 22nd April
o o o o Oracle Fusion Overview Security (Overview) Functional Setup Manager Custom Enterprise Scheduler Jobs
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o Demonstration
o Exercises
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Oracle Fusion
Unit 1: Oracle Fusion Overview
Learning Outcome:
o By the end of this unit you will have an understanding of: Oracle Fusion Applications Oracle Fusion HCM Oracle Fusion Deployment Options and Considerations
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These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Common Modules
Procurement Contracts
Financial Compliance
Access Controls
Transaction Controls
Configuration Controls
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These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
The Welcome dashboard is the first and default tab on the Oracle Fusion home page and could include these dashboard sections:
o o o o Watchlist: Presents a list of shortcuts to work areas through saved searches Worklist: Presents application-generated human tasks (actionable and informational) managed by workflows People Connection: Lets users establish links to one another, to include internal persons (such as fellow employees) and external persons (such as partners, resources), and to follow updates about each other Activity Stream: Displays the updates from and about a user's social network (which includes user entered updates through the Publisher task flow) and events automatically generated from Oracle Fusion Applications (such as who has connected to whom and changes to a business object)
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Specific Tools Task List Quick Create Focused Search Reports Activity Guides
Contextual
Regional Area
Local Area
Area
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Global Area
o Spans the full width at the top of the user interface shell and is stable, consistent, and persistent for all users o Contains main navigational tools, access to help and administration tasks
Regional Area
o Is in the left pane of the user interface shell o Contains the tasks, reports and search facilities relevant to the work area selected
Local Area
o This is the main transactional region of the work area
Contextual Area
o Is in the right pane of the user interface shell o Provides additional information or analytics to support the transaction o This information is optional and may contain predictive analytics or other tools
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These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
ON-PREMISE
PRIVATE CLOUD
PUBLIC CLOUD
HYBRID CLOUD
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Hybrid
o You can choose to maintain your existing legacy applications on premise and buy products that are hosted in private or public cloud, or any combination of these options
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Security (Overview)
Unit 2: Security (Overview)
Learning Outcome:
o By the end of this unit you will have an understanding of: Role-Based Access Control Job Roles Duty Roles Privileges
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Security (Overview)
HCM Security is presented as a series of Building Blocks
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These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Job Roles
Job Role is a generic role, e.g., Human Resource Administrator Many job roles are predefined in Oracle Fusion Applications; you can also create job roles if necessary In HCM, Job Roles are not assigned directly to users. Instead, you include job roles in HCM data roles, and assign those data roles to users
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Duty Roles
Duty roles are specific roles within an abstract or job role They represent the individual duties that users with those job or abstract roles can perform Duty roles are inherited by job and abstract roles; they can also be inherited by other duty roles. You do not assign duty roles directly to users Duty roles grant access to work areas, dashboards, task flows, user-interface pages, reports, batch programs, and so on; therefore, they determine the functions that a user can perform Duty roles also control the actions that a user can perform in a UI page
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Data Roles
Data Roles link the users job role to a set of security profiles All data roles are defined locally and assigned directly to users
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HCM security profiles are an Oracle Fusion HCM feature; they are not used by other Oracle Fusion Applications A security profile identifies a set of data of a single type, such as persons or organizations. For example, you could create security profiles to identify:
o o o All workers in department HCM US The legal employer InFusion Corp USA1 Business units USA1 and USA2
You assign security profiles to data roles to identify the data instances that users with those abstract or job roles can access
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Privileges
Oracle Identity Management (OIM) manages user access to Oracle Fusion Applications OIM also stores the definitions of job, abstract, and data roles, and holds information about roles provisioned to users You use OIM to:
o Create implementation users and provision roles to them o Manage job roles o Manage role hierarchies (excluding duty roles)
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Privileges
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Implementation Users
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Implementation Users
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Understand implementation requirements and plan accordingly Configure applications to match your business needs Get complete visibility to setup requirements through guided, sequential task lists. Each step builds upon the decisions you make in previous steps Enter setup data through easy-to-use interfaces available directly from the task lists Export and import to rapid-start functional setup at different instances Validate setup by reviewing setup data reports
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These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
CONFIGURE :
o Choose offerings, options and features to match your business requirements using Configure Offerings
IMPLEMENT :
o Generate setup tasks using Manage Implementation Projects. Enter setup data using assigned Implementation Tasks
EXPORT / IMPORT :
o Export and import setup steps from one Oracle Fusion Application instance to another using Manage Configuration Packages
MAINTAIN :
o Maintain setup over time by searching and performing tasks in All Tasks
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These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Offerings
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FSM Dynamically creates an implementation project task List based on the Offering, Options and Features selected
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Offering Reports
A set of standard reports which are available to assist with analysing and planning an implementation:
Offering Content Guide Associated Features Setup Task Lists and Tasks Related Business Objects Related Enterprise Applications
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These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Demonstration
Demonstrate how to:
o Create an Implementation Project o Choose Offerings & Features o Assign Implementation Tasks
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Student Activity
Complete Activity 1.1: Create an Implementation Project in Fusion HCM Student Guide (1)
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These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
Demonstration
Demonstrate how to Maintain Setup Data by:
o Updating the Status of a Task o Adding Notes to a Task
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Export / Import
Implementation projects are also the foundation for identifying what setup data will be exported and imported from one instance to another
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Demonstration
Demonstrate how to :
o Identify and Select Objects to Export o Run the Create Export Process Definition o Retrieve the Exported objects file
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These materials are for use in this classroom only. Copying or distributing is strictly prohibited.
To edit custom job definitions, access the Manage Job Definitions page from either:
o The Setup and Maintenance work area. You must select the task that contains the name of the Java EE application to which the job definition belongs. For example, use the Manage Custom Enterprise Scheduler Jobs for Payables and Related Applications task for Oracle Fusion Expenses job definitions o Oracle Enterprise Manager Fusion Applications Control
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Summary
Summary, topics covered today:
o o o o Oracle Fusion Overview Security (Overview) Functional Setup Manager Custom Enterprise Scheduler Jobs
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