White Paper - Evoke Technologies
Transcript of White Paper - Evoke Technologies
White Paper HCM Data Extraction Process: Using Oracle Cloud ERP (An Overview)
Author: Suneetha Rachepalli October-2018 Version 1.0
Contents
1. Introduction ............................................................................................................................................................... 2
1.1 Objective: Need for Fusion Application ................................................................................................. 2
1.2 Purpose ............................................................................................................................................................... 2
1.3 Features in Scope ............................................................................................................................................ 2
1.4 Glossary of Terms ........................................................................................................................................... 3
1.5 Difference Between the Environments ................................................................................................... 3
2. HCM Extraction ......................................................................................................................................................... 4
2.1 Abstract .............................................................................................................................................................. 4
2.2 HCM Extracts .................................................................................................................................................... 4
2.3 Steps for HCM Extraction (Changes only) ............................................................................................. 4
2.3.1 Define Extract Name ............................................................................................................................. 5
2.3.2 Define Root Data Group and Components ................................................................................. 7
2.3.3 Define Other Data Groups and Components ............................................................................. 7
2.3.4 Generate and Compile Fast Formulas ............................................................................................ 8
2.3.5 Generate XSD and Create Word Template .................................................................................. 8
2.3.6 Import Word Template into BI Publisher and Create Report ............................................... 9
2.3.7 Run extract flow and view the output............................................................................................ 9
2.4 Threading database item .......................................................................................................................... 10
2.5 Scope of Parameters While Running the Extraction Process ...................................................... 10
2.6 Description About Changes Only Options ......................................................................................... 11
3. Uses of This Process ............................................................................................................................................. 12
Extraction Process - Get Changes-Only Data Using Oracle ERP Cloud
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1. Introduction
1.1 Objective: Need for Fusion Application
Organizations rely on Enterprise Resource Planning (ERP) systems and software applications to
manage their mundane tasks. Which includes a range of activities such as procurement,
accounting, project management, manufacturing, etc. ERP systems secure and define a vast
number of business processes and facilitate the flow of data between them. By collecting an
organization’s shared transactional data from multiple sources, ERP systems also eradicate data
duplication and data integrity.
Since the 1990s until the beginning of the twenty-first century, ERP adoption grew rapidly, as
more organizations relied on ERP to streamline core business processes and improve data
visibility. ERP systems are considered crucial for managing businesses of all shapes and sizes
across industries.
Here, we will talk about Oracle Fusion, which is an advanced ERP concept, developed by Oracle
Corporation. Unlike other legacy ERP platforms, Oracle supports the usage of cloud, mobile,
social, analytics environment. It offers vast functionality, faster-time-to-market, enhanced
scalability and supports environments like Salesforce & Workday, which are crucial for mid-sized
and small enterprises.
1.2 Purpose
Cloud: Connecting with different applications
Mobility: Having internet access on mobile will allow to access applications from anywhere in
the world
Social: Fusion application should integrate with the social web sites
Analytics: Big Data Projects
Data Storage: Oracle Fusion ERP helps store plethora of data in the same application, e.g. Banks
and financial institutions
1.3 Features in Scope
Overview of Environments:
SaaS: Software as a Service
PaaS: Platform as a Service
On Premises
HCM Extraction
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1.4 Glossary of Terms
Software as a Service (SaaS)
Software as a service (SaaS) is a centrally hosted software licensing and delivery model in which
software is licensed on a subscription basis. It is also referred to as "on-demand software".
Platform as a Service (PaaS)
Platform as a Service (PaaS) or Application Platform as a Service (aPaaS) or platform based
service, on the other hand, is a category of cloud computing services that provides a stage
allowing users to develop, run, and manage applications sans the complexity of engineering and
maintaining the infrastructure, typically associated with developing and launching an app.
On-Premises
On-premises software (sometimes "on-premise" or abbreviated as "on-prem") is installed and run
on on-premise computers (in the building) of the person or organization using the software,
instead of a remote facility such as a server farm or cloud.
Human Resource Management (HCM)
Human Capital Management involves practices related to people resource management, focused
on the organizational need to provide a specific set of competencies. HCM software enables HR
managers to determine employee goals and expectations.
1.5 Difference Between the Environments
Cloud On-Premises
SaaS PaaS
No DBA No DBA Requires DBA
No technical expertise
Required Requires technical expertise Requires technical expertise
Requires functional expertise Requires functional expertise Requires functional
expertise
Does not allow modifications Does not allow modifications Allows modifications
Extraction Process - Get Changes-Only Data Using Oracle ERP Cloud
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2. HCM Extraction
2.1 Abstract
Using HCM extracts method we can automatically pull out the data to identify the incremental
changes after the previous extract runs.
2.2 HCM Extracts
HCM extraction process is a powerful tool in Oracle HCM Cloud Application. This process is
integrated with the cloud to extract the data from Cloud HCM and then uploaded to Oracle EBS
or any other human resources or third-party application. It is used for complex extractions,
reporting and outbound integrations. It helps generate XML and can be integrated with Oracle
Business Intelligence (BI) Publisher to generate formatted output in a variety of supported
formats like CSV, XML, Excel, HTML, RTF, and PDF format.
When we use HCM Extracts as part of an integrated process, we need to develop the process
step by step as given by Oracle. Executing this extraction process will require the support of
‘Human Capital Management Integration Specialist’.
Example
If an employee’s details such as, salary, designation, location are being modified, these changes
must be sent to the specific team that is currently in charge of it. Such details must be directed
through ERP by writing custom PL/SQL programs which will compare the new and old values of
the attributes and then send the output as an attachment to the specific email addresses. Since
cloud environment does not have the process of using custom PL/SQL program, it can be
developed using ‘Changes Only’ HCM Extracts. While developing an extraction process, choose
the ‘Changes Only’ mode by clicking on the parameter values against it.
2.3 Steps for HCM Extraction (Changes only)
Please follow the steps provided by Oracle to develop the HCM extraction process:
Select ‘Data Exchange’ tab from the navigator
Extraction Process - Get Changes-Only Data Using Oracle ERP Cloud
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Now click on ‘Manage Extract Definitions’
2.3.1 Define Extract Name
In this step, develop or select ‘Changes Only’ along with other parameters, basis which, the
processing engine will recognize the changes.
Extraction Process - Get Changes-Only Data Using Oracle ERP Cloud
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Click ‘OK’ to continue
Now click on ‘Switch layout’ tab. This will display the page shared below.
Extraction Process - Get Changes-Only Data Using Oracle ERP Cloud
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2.3.2 Define Root Data Group and Components
Create Data Groups, Records, and Attributes.
Data Group Create
2.3.3 Define Other Data Groups and Components
Creation of more components requires the creation of child components, with a defined link to
the root data group.
Extraction Process - Get Changes-Only Data Using Oracle ERP Cloud
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2.3.4 Generate and Compile Fast Formulas
At the record level, click on a tab called ‘Action’. It will display two options ‘Generate Fast Formula’
and ‘Compile Fast Formula’. Click on ‘Generate Fast Formula’ to automatically generate the fast
formula for those records. Now, run ‘Compile Fast Formula’ for compilation of the data.
2.3.5 Generate XSD and Create Word Template
When data group hierarchy structure is valid under the ‘Extract Execution Tree’ option, system will
generate XSD file. Through ‘Export XML Schema’ option download the XSD file and prepare the
template.
Extraction Process - Get Changes-Only Data Using Oracle ERP Cloud
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2.3.6 Import Word Template into BI Publisher and Create Report
Define delivery options: we will define delivery options based on: output type and delivery
mode.
Start Date and End Date: Do not modify
Delivery Option Name: Enter any suitable name
Output Type: Delivery file output type e.g., CSV, XML, DOC etc.
Report: Path of the report created in the BI Publisher
If you created your report in shared folder location, then do not include the shared folder
location path. This path should end with ‘reportname.xdo’
Output Name: Enter any suitable name
Template: BI Publisher report layout name
After developing the RTF document, we will attach it to BI publisher environment and
save it with a desired name. This name must also be provided in the ‘Template’ option.
Delivery Type: Deliver Mode i.e., FTP, Email, Fax etc.
2.3.7 Run extract flow and view the output
Using ‘Submit a Process or Report’ option, we will run extract flow and view the output.
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Extraction Process - Get Changes-Only Data Using Oracle ERP Cloud
2.4 Threading database item
Threading database item is one of the mandatory options in HCM Extraction process, especially
while selecting the parameter ‘Changes Only’. It is a unique ID in the chosen ‘User Entity’. Select
‘Threading Action Type’ based on ‘User Entity’.
Declare one threading database item for one extract. Now, declare the threading database item
at the root block or any child block level.
2.5 Scope of Parameters While Running the Extraction Process
These parameters can identify new corrections and updates to existing details, by comparing the
data reported earlier.
While running the extraction process under parameter details in ‘Change Only’ mode, select the
‘Changed and marked attributes’ (as show in the diagram below). The processing engine will
generate the status of the data, compare it with the previous runs, and identify the modifications
(if any).
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2.6 Description About Changes Only Options
Lookup Value Description
All Attributes While selecting this option, include all data in the
extract. At this time a full extract is run which will
produce the full data output. The archived data is
utilized as a baseline.
Changed Attributes For identifying changes or modifications, this option will
compare Extract run with the previous Extract runs and
by comparing against the baseline, it will display the
modified data only.
Changed and marked attributes This process includes elements that have changed or
marked mandatory.
Changed and marked attributes
with previous values
It will display elements that have changed or marked
‘mandatory’ along with their previous values.
Changed and marked
attributes, previous data under
threading group
It will display the following data under threading data
group:
Changed data
Data marked as mandatory
Previous values
Parent data group values
Extraction Process - Get Changes-Only Data Using Oracle ERP Cloud
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3. Uses of This Process
This process can identify new corrections and updates to existing details, by comparing the data
reported earlier.
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Extraction Process - Get Changes-Only Data Using Oracle ERP Cloud
About Evoke Technologies
Evoke Technologies is a global information technology services company providing end-to-end IT consulting services.
Incorporated in the year 2003 and headquartered in Dayton, Ohio, Evoke is actively helping global corporations to
transform and address critical business issues by applying innovative information technology solutions. With
unparalleled experience and comprehensive capabilities across verticals and business functions, we enable businesses to
reduce time-to-market and drive transformational growth.
With over 14 years of rich industry experience and 450+ highly skilled technology consultants having an average
experience of 5+ years, adds great business value to our clients. We are SEI-CMMI Level 3 appraised, ISO 27001 and
9001 compliant IT enterprise that focuses extensively on quality and delivering business value. Our global delivery and
mature engagement models are designed to improve efficiency, governance and bring predictability. We constantly
innovate and implement new methodologies, frameworks and best practices giving our clients the winning-edge.
©Evoke Technologies. All Rights Reserved. Evoke Technologies believes the information in this document is accurate as of its publication date; such information is subject to change without notice.
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