Post on 02-May-2018
Setup HR Integration in Fusion Apps On-Premise
Ulrich JankeOracle Fusion Applications Architects (A-Team)
DOAG Business Apps Conference 2013 in Berlin09.10.2013
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• Introduction
• HR Integration Steps
• File Based Loader
Agenda
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Fusion Applications: A Single Code Line
Remote Management
Hosted & Managed
Cloud / SaaSCombinations
On Premise
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Fusion Apps Co-Existence SolutionsDelivered Integration for Data and Processes
CRMCRM
Supply Chain ManagementSupply Chain Management
Human Capital Management
Project Portfolio ManagementProject Portfolio Management
ProcurementProcurement
Financial ManagementFinancial ManagementFu
sion
App
licat
ions
E-B
usin
ess
Sui
teP
eopl
eSof
tJD
Edw
ards
Siebel CRM
Hyperion Fusion GRC Fusion Accounting Hub
Fusion Shared-Service Procurement
Fusion Talent Management
Fusion Workforce Management
Primavera
Fusion Incentive Compensation
Fusion Sales Planning
CRM On Demand
Fusion Customer Hub
Fusion Distributed Order OrchestrationAgile PLM VCPTransportation
ManagementWarehouse Management
Fusion Product Hub
Fusion Project Portfolio Management
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CRMCRM
Supply Chain ManagementSupply Chain Management
Human Capital Management
Project Portfolio ManagementProject Portfolio Management
ProcurementProcurement
Financial ManagementFinancial ManagementFu
sion
App
licat
ions
E-B
usin
ess
Sui
teP
eopl
eSof
tJD
Edw
ards
Siebel CRM
Hyperion Fusion GRC Fusion Accounting Hub
Fusion Shared-Service Procurement
Fusion Talent Management
Fusion Workforce Management
Primavera
Fusion Incentive Compensation
Fusion Sales Planning
CRM On Demand
Fusion Customer Hub
Fusion Distributed Order OrchestrationAgile PLM VCPTransportation
ManagementWarehouse Management
Fusion Product Hub
Fusion Project Portfolio Management
Fusion Apps Co-Existence SolutionsDelivered Integration for Data and Processes
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HR Integration is part of Coexistence for HCM Offering• Opportunity to integrate existing Oracle
Human Resource Applications with a Oracle Fusion HCM implementation (hosted or on-premise):
use of Oracle Fusion Workforce Compensation and Oracle Fusion Talent Management functionality alongside of your existing applications.
• Its not a generic integration solution like AIA• Main scenarios
E-Business Suite 12.1 as base HCM system using Fusion Talent ManagementPeoplesoft 9.x using Workforce Compensation features of Fusion HCM
• Integration is file-based
HR Integration Overview
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HR Integration Solutions• Integration Solution HR2HR
Existent since Fusion Apps R1 (11.1.2)File Based Data Exchange between Fusion HCM and Oracle EBS/PeoplesoftMany customer adoptionsAvailable for On-Premise and SaaSReplaced by FBL starting with R5
• Integration Solution File Based Loader (FBL)Successor of HR2HR and available since Fusion Apps 11.1.5 (R5 HCM PB10)Focus on extended data exchange and usabilityStarting with R7 support of WS based integration
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HR Integration Flow
Provide extract of meta data
Provide data for initial or incremental data loads
FTPServer
FTPServer
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• Introduction
• HR Integration Steps
• File Based Loader
Agenda
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Skill Profiles required for SetupAccording to complexity at least three profiles can be identified1. Functional Setup User
• FA HCM Specialist for core setup
• EBS or PSFT HCM specialists for alignment of business processes
2. Fusion Apps Technical HCM Implementer• Technical data mapping
• Running extract and load jobs including trouble shooting
3. FMW Specialist / Fusion Appstech Specialist• Infrastructure setup for integration process (ODI, FTP Server, SOA etc)• System administration (FA process start/stop etc)
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Functional Setup Steps in Fusion AppsPreparation Activities
1. Preparing the Oracle Fusion Applications Super User for User Management and Configuration
2. Preparing the IT Security Manager Role for User and Role Management
Common Functional Setup
1. Generating the Setup Task List2. Defining Implementation Users3. Setting Up Basic Enterprise Structures4. Defining Application Users
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Common Business Structures
• Business Unit (SetId)• Division• Legal Entity• Departments• Locations• Inventory Orgs• Item Orgs• …
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Workforce Compensation Business Objects
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Talent Management Business Objects
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Technical Setup HR2HR Integration
Detailed information available in various docs incl. A-Team Blog1. DDL: Access rights to ODI Staging tables
GRANT SELECT ON FUSION.PER_ROLES_DN TO FUSION_ODI_STAGE;CREATE OR REPLACE SYNONYM FUSION_ODI_STAGE.PER_ROLES_DN FOR FUSION.PER_ROLES_DN;
2. Setup FTP server on file exchange hostInstallation of OEL Package vsftp (SFTP is supported!)
3. Setting Up SOA FTP Adapter4. Setting Up Oracle Data Integrator5. Configuring the Oracle Web Services Manager for Interaction with the Source
Application Web Services6. Enable SQL*Loader for Oracle Data Integrator
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• Introduction
• HR Integration Steps
• File Based Loader
Agenda
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• Load HR data from your source system to Fusion HCM
• Flat file based data upload utility• Validates and loads the data• Support for Error Correction• Supports complex data objects with
full date effective history• Supports multiple data sources
File Based Loader
Overview
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Product Features: File Based Loaders
• Full Support for Date Effective transactions ( Differentiator)• Supports Incremental loads• Very Good Object coverage with new objects coming up every release• Very flexible in terms of source systems ( 1 or many / Oracle or Non
Oracle)
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File Based LoaderProcess Flow
Source System Fusion
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Cus
tom
er/P
artn
er
Act
ivity
File LoadingProcess Flow
•Compare the fields from source data with the available fields in Fusion HCM object schema
•Map source data fields to Fusion HCM objectPerform Schema
Gap analysis
•Cleanse the source data•Transform the source data•Write Extraction routines
Prepare Source data
•Create the files in Fusion HCM format•Transfer the files to Fusion HCM via Secure FTP
Create Files and transfer files via SFTP
• Import the files in to Fusion HCM staging tables via Data Exchange•Observe correct order of the importing objects
Import Files to Fusion HCM stage area
•Verify the imported data•Fix import errors and re-import if necessaryValidate data
• Import data to Fusion HCM schemaImport data to Fusion
HCM schema
Del
iver
ed
Func
tiona
lity
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File Based Loader – Object Coverage
Employment1. Person
• Person Name• Person National Identifier• Person Address• Person Legislative• Person Phone• Person Email• Person Documentation• Person Type Usage
2. Assignment• Assignment Work Measure• Assignment Supervisor• Work Term• Work Relationship
3. Person Profile4. Person Profile Items
Work Structures1. Location2. Organizations
• Business Unit• HR Org as Departments
3. Job Family4. Job5. Position 6. Grade
Compensation1. Salary Basis2. Salary, Salary Components3. Element Entries (Bonus, Allowances)
Talent1. Competencies 2. Qualification3. Rating Scales & Levels4. Schools & Colleges
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Getting Data out of Fusion HCMStandard Solutions
Description SupportsOTBI (Oracle Transactional Business Intelligence)
extracts data from HCM Business Object repository to provide real-time operational reports and extracts.
Simple record extract, transformation, formatting and distribution
Availablesince
R1HCMSystem Extract
Extract complex HCM data into an XML file; the file can be transformed and transposed using BI Publisher into required file formats and delivered in various ways to an external 3rd party.
Very large or complex extract, transform, format, and distributions of data to 3rd party systems
Improved efficiency in interface management with the separation of scheduled extracts to stage and the publishing of multiple reports from a single extract.
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HCM Extract FAQ
• How can I get data out of Fusion HCM– Use HCM Extract; this is the standard tool for data extraction
• Can’t I use BI to extract data– Yes, you can – but it’s not the primary tool for data extraction– BI will work for limited sets of data; more significant extracts should use HCM Extract
• What additional features are planned?– Simplified Extract Setup UI for business user– Expansion of Data Dictionary– Scheduling and Re-run of extract
• Will HCM Extract support Talent and Compensation Data – Yes it does
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Fusion – Taleo Recruiting - LMS
Fusion HCMPerformance
Core HCM data
Taleo Recruitment & Onboarding
(SaaS)
LMS(Learning)
Technology: HCM Extract
Technology: FBL (Fusion)
Manage transactions +
data transformation:
SFTP
Technology: Data Integrator Tool
Technology: Data Integrator Tool
Delivered Fusion HCM /Taleo integration
Tech
nolo
gy:
FBL
(Fus
ion)
Legacy Conversion
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Fusion Talent integrated with 2 HR Systems
Fusion Talent
PSFT HCM
Technology: FBL (Fusion)Manage
transactions + data
transformation: SFTP
Extract
EBS HCMExtract
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File Based LoaderEBS Extraction Toolkit
Extraction Toolkit to transform the data to Fusion Object shape
Coded specific for Sample Setup created.
Basic transformation logic (SQLs) to generate data to Fusion Object Shape.
Transformation logic details explained as Comments in appropriate sections.
Supports most of the entities supported in FBL today.
Transformed data is populated to the staging table
Fusion Objects extracted for the Sample Setup can be loaded to Fusion without any modifications.
Basic data additions to the sample setup can also be extracted and loaded to Fusion.
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File Based LoaderEBS HCM Extraction Toolkit for Fusion HCM Integration using File Based Loader
EBS HCM
Script to create a sample HCM Reference Data Set
Extraction Toolkit to transform the data to Fusion Object shape
Use SQL Developer to generate DAT files
Import using FBL to Fusion
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File Based LoaderOperational Issues - Diagnostics
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File Based LoaderOperational Issues - Progress Reporting
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File Based LoaderOperational Issues - Progress Reporting
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File Based LoaderOperational Issues - Progress Reporting
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Further documentation links
The following Fusion Apps R7 documents can be used to obtain more information:
1. HCM Documentation Home Page2. HCM Coexistence Implementation Guide3. Installation Post Install Steps4. HR2HR A-Team Blog Post (Technical Setup)5. MOS Doc 1395863.1
Getting Started with Oracle Fusion Applications: Oracle Fusion Human Capital Management On-Premise Implementations
6. MOS Doc 1556687.1 E-Business Suite HCM Extraction Toolkit for Fusion HCM Integration Using File Based Loader