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ORACLE FUSION HCM IMPLEMENTATION

PARTNER WORKSHOP

Oracle Fusion Human Capital Management

Exporting Data
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Safe Harbor Statement
The following is intended to outline our general product direction. It is intended
for information purposes only, and may not be incorporated into any contract.
It is not a commitment to deliver any material, code, or functionality, and
should not be relied upon in making purchasing decisions.

The development, release, and timing of any features or functionality


described for Oracle’s products remains at the sole discretion of Oracle.

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Content Subject to Change
The information in this presentation is correct as of the presentation date.
However, Oracle Fusion HCM continues to evolve and software patches are
applied frequently; therefore this information is subject to change.

Check with your Oracle Representative for updates. This content is not
warranted to be error-free.

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Objectives

 Overview On Fusion Extract Tools.

 Extract Definition Elements : -

Parameters | Blocks | Records | Data Elements | Validations | Delivery Options

 Overview on Handling Extracts Using BI Publisher.

 Detailed Product Demonstrations.

 Future Enhancements.

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Overview
Fusion HCM Extract Tools

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Overview – Fusion HCM Extract Tools

 There are two major tools available for  The HCM extract process can :-
exporting data from Fusion Human Capital 1. Extract metadata based on a definition setup.
Management 2. Extract metadata based on given parameter values set up.
3. Integrate with BI Publisher for output delivery.
 Using HCM Extracts.
4. Handle outputs in a variety of acceptable formats such as
 Using Oracle Transactional Business PDF, CSV, EFT, XML, MS Excel etc.
Intelligence. (OTBI)
5. Handle delivery in various modes such as FTP, Emails, Fax
etc.

 Using HCM Extracts - 6. Help archive historical data.

 Extracts are used to export large volumes of 7. Can be used to extract only the changed data (the delta)
complex data into an output file (XML). between 2 specific dates.
8. Provide with log files for de-bugging.

 The XML file can then be passed/transposed onto 9. Can help extract multiple reports using a single extract
another application such as BI Publisher and can be process.
sent to a 3rd party application for data processing. 10. Extracts can be scheduled to run on a specific date-time
also.

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Overview – Fusion HCM Extract Tools

 There are two major tools available for  Examples for complex processes where Extracts
exporting data from Fusion Human Capital can be used -
Management 1. Send pay slips to employees **
2. Extract data and send letters for mass processing such as
 Using HCM Extracts. promotions or salary reviews.
 Using Oracle Transactional Business 3. Handle Statutory reporting.
Intelligence. (OTBI) 4. Data archiving.

 Examples of Extracts used for outbound


interfaces -
**Note Before
 HR & Payroll or Benefits data to 3rd party service
providers. * 1. In a co-existence scenario a combination of file based imports &
exports using the ETL tool can be used depending on the business
 HR & Payroll data sent to another application in a co- scenario. ETL Tool requires an additional license.
existence scenario. * ** 2. Done using the bursting option available in the OTBI section.

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Fusion HCM Extract Process
 Typical steps taken to configure and run the extract process : -
Create & Edit
Extract Definition
Create & Edit The Extract Definition.
- Extract the parameters - Define blocks & filter records - Define data elements
- Validate & generate the XSD document.
Integrate With BI
Publisher
Integrate with BI Publisher.
- Create an template such as an RTF / EFT using BI Publisher using the XSD file
- Create the report and upload the template created.
Setup Report
Options
Setup report options.
- Define a delivery method.

Run the Extract Run The Extract


- Submit the extract process.

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Fusion HCM Extract Process – Use Case
Third party Service Providers
Extract Report & Meta and External Systems
Create an Extract Extract Report & Meta
Data
Definition Data
(correct errors etc)

View HCM Process


Archive Tables
Results Hewitt / ADP

Refine HCM Extract


Flow Pattern Metadata Submit HCM Process
Definition

Refine HCM extracts by setting up additional parameters in an existing extract to fetch the data. Customer Systems
E.g. 1st extract data on a Global level, then refine the extract process to extract data for a specific region alone.

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Elements to a HCM Extract
Definition

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 Extract Parameters : Used to filter the results of the data retrieved based on the criteria defined within the extract
definition.

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 Extract Blocks: Represent the logical entities (Organizations, persons, employees etc.) which contain the SQL
queries for retrieving the data.
Using extract blocks, users can specify conditions of what data needs to be extracted alongwith conditions such as
setting of expressions for a complex fast formula.

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 Extract Block Links: Contains information about the user entities defined within the extract definition. This feature
helps capture the association between the extract blocks via the database items.

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 Extract Records: Physical collection of elements of fields and associated data elements which needs to be
extracted.

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 Extract Data Elements: Selective attributes of a record or an attribute group.

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Validates the
extracts defined.

Validates all the fast


formulas defined.

 Extract Validation: Users can validate their extract definitions by compiling any fast formulas that it may contain by
generating the XML schema definition(XSD) file.

The exported XSD file is then used by the BI Publisher to create the template required to save the extracted definition.

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Extract Delivery Options
 Delivery options for any extract is defined by specifying the BI Publisher
delivery file output type (such as CSV, Excel etc) and the associated
delivery types (such as E-Mail, Fax, FTP etc).

Based on the type of delivery options users select, they may have to
provide additional details. For example, if the users select FTP as a
delivery type then users would have to : -
 Provide an appropriate server name.
 User name & password details.

If within the XML the output should be sent to multiple recipients at the
same time, then a bursting node can be mentioned.
For e.g. If all employees should be sent a pay slip to be delivered via
email, then the bursting node would be the Employee_ID.

**Note Before

The documents of record option if selected, enables storage of the output file in the database.
This option is best suited for extracting pay slips and storing them in the database for the employees to view them online.

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Extract Delivery Options
 PDF By Email :

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Extract Delivery Options
 EFT By Email :

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Extract Delivery Options
 Report Categories:
Report Categories help users to create combinations of various
delivery options under a single extract.

Using this feature, users can deliver multiple forms of output to


multiple users. For e.g. **
 A PDF report by email to the HR.

 An electronic funds transfer (EFT) file by FTP to a third party.

** Two delivery options would have be to created within the same report category to achieve this output.

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Demo # 1 – Create & Manage HCM Extracts

 Create A Simple HCM Extract With Blocks


 Employee
 Departments

 Add Criteria’s & Records To The Extracts Block.


 Department
 Employee

 Create a Summary Record.

 Compile Formulas & Generate The XSD File.

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Overview – Fusion HCM Extract Tools

 There are two major tools available for  We have already discussed on these topics
exporting data from Fusion Human Capital during the BI & Reports Lesson: -
Management  The BI Process Flow.
 BI Publisher Elements :-
 Using HCM Extracts.  Data models.
 Using Oracle Transactional Business  Data sources.
Intelligence. (OTBI)
 Briefing books.
 Reporting agents.

We will now use the XSD file generated & Pre Requisites :
BI Publisher desktop to create a report
Users need to install JDK v7.0 or later along with BI Publisher Desktop.
template.
BI Publisher Desktop can be downloaded from www.oracle.com or users
can use Google to search for the tool and navigate to the download page.

Please use the 32-bit installer for BI Publisher Desktop even if you have a
64-bit operating system installed.

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Demo # 2 – Convert XML Data To Create A Template
Using BI Publisher
 Create the RTF Template

 Create a BI Publisher Report Template


 Use the RTF template as a schema to create a BI Publisher template.

 Set the Extract Delivery Options.

 Run the Extract Process.


(Navigator  Payroll  Checklists)

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Oracle Enterprise Repository
(OER)

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Oracle Enterprise Repository (O.E.R.)

 Oracle Enterprise Repository (OER) is a unified  O.E.R is available for Fusion HCM SaaS customers
repository for integration assets, cataloging the and aims to ease integration efforts by:
following:
 Web services
 Simplifying application integration SOA projects
 Service data objects

 SOA composites  Supporting end-to-end management of application


 Interface tables
integration

 Events, etc.  Enabling consumption and govern usage

 Providing visibility and impact analysis of interfaces


 All integration assets and their details are used in projects
documented in OER.
 Facilitating changes and upgrades

https://fusionappsoer.oracle.com
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Future Enhancements

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Future Enhancements

 Usability Enhancements :  Web Services :


 Easy access to complete the DBI lists.  Various web services to include payment methods
for Payment Migrations
 New UI to drag and drop layout editor for DB
( Personal, Organizational & Third party services)
groups.
 Automated formula generation & compilation.

 Support for scheduling extract runs on a recurring


basis.
 Enhanced data dictionary organized in
hierarchy/groups.

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