1 Copyright © 2012, Oracle and/or its affiliates. All ... Based Data Exchange between Fusion HCM...

Setup HR Integration in Fusion Apps On-Premise

Ulrich JankeOracle Fusion Applications Architects (A-Team)

DOAG Business Apps Conference 2013 in Berlin09.10.2013


• Introduction

• HR Integration Steps

• File Based Loader

Agenda


Fusion Applications: A Single Code Line

Remote Management

Hosted & Managed

Cloud / SaaSCombinations

On Premise


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


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


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


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


HR Integration Flow

Provide extract of meta data

Provide data for initial or incremental data loads

FTPServer

FTPServer


• Introduction



Agenda


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)


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


Common Business Structures

• Business Unit (SetId)• Division• Legal Entity• Departments• Locations• Inventory Orgs• Item Orgs• …


Workforce Compensation Business Objects


Talent Management Business Objects


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


• Introduction



Agenda


• 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


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)


File Based LoaderProcess Flow

Source System Fusion


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


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


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.


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


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


Fusion Talent integrated with 2 HR Systems

Fusion Talent

PSFT HCM

Technology: FBL (Fusion)Manage

transactions + data

transformation: SFTP

Extract

EBS HCMExtract


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.


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


File Based LoaderOperational Issues - Diagnostics


File Based LoaderOperational Issues - Progress Reporting


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


Questions

1 Copyright © 2012, Oracle and/or its affiliates. All ... Based Data Exchange between Fusion HCM...

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