Additional Steps for Managing Projects in FSM

When you create an Implementation Project, FSM generates a list of Tasks required to configure the selected Offering and Functional Areas.

You can perform the functional configuration of an Offering in two ways:

When you complete a Functional Task in FSM, you update the status of the Task (for example, to 'Completed', or 'Completed with Errors').

When you click Go To Task for an Informational Task, you display a list of steps that you must perform externally to FSM. For example, you might need to use Oracle Business Intelligence Administration Tool to configure a value in the BI metadata repository. When you have completed the steps listed in the Informational Task, you must manually set the status of the Task to 'Completed'.

If a parameter value must be re-set after the initial configuration is completed, then the BI Administrator can alternatively use the Setup Data Maintenance and Administration options in Configuration Manager.

Assigning Tasks to Functional Developers

You assign Tasks to Functional Developers so that large configuration projects can be worked on my multiple people. By default, Tasks are assigned to the BI Applications Administrator user. When you assign a Task to a Functional Developer, that Task is displayed in the Assigned Implementation Tasks tab in FSM when that person is logged into FSM.

  1. From the Tasks bar in Configuration Manager, select the Perform Functional Configurations link to start FSM.

    You must be logged into Configuration Manager with the Implementation Manager or Administrator role.

  2. Display the Implementation Projects page (click Implementation Projects on the landing page), select a plan in the list, and click Edit, or click on the plan name.
  3. On the Task Lists and Tasks pane, select one or more Tasks, click Assign Tasks to display the Assign Tasks page.
  4. Use the Assign Tasks page to search for and select appropriate Functional Developers.

When Functional Developers log in and display the Assigned Implementation Tasks tab, they only see the tasks that have been assigned to them. When BI Administrators log in and display the Implementation Projects tab, they see all tasks.

Performing Functional Tasks Using the Administrator Role

In a small deployment project, a single person with BI Applications Administrator Duty privileges might perform the setup and functional configuration tasks for Oracle BI Applications.

When you log into FSM with BI Applications Administrator Duty privileges, you see all Tasks that are included in an Implementation Project.

  1. From the Tasks bar in Configuration Manager, select the Perform Functional Configurations link to start FSM.

    You must be logged into Configuration Manager with BI Applications Administrator Duty privileges.

  2. Click Implementation Projects to display the Implementation Projects page and click the Implementation Project that you created for your Offerings.
  3. On the Task Lists and Tasks pane, click the Go to Task icon next to the task that you want to perform.
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    When you click Go to Task, you display a configuration screen that enables you complete the task.

    For example, the screenshot shows the Configuration screen for specifying the data load parameters for File based Calendars task.

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Performing Functional Tasks Using the Functional Developer Role

In a medium to large deployment project, a number of Functional Developers might perform functional tasks for an Offering. When you log into FSM with the Functional Developer role, you only see Tasks that have been assigned to you. You do not see Tasks that have been assigned to other Functional Developers.

  1. Log into Configuration Manager with the Functional Developer role.
  2. From the Tasks bar in Configuration Manager, select the Perform Functional Configurations link.
  3. On the landing page, click Implementation Projects. It launches the Assigned Implementation Tasks page that displays the Task list and tasks assigned to the user.
  4. On the Task Lists and Tasks pane, select a Task, and click Go to Task.

    When you click Go to Task, you display a configuration screen that enables you complete the task.

Monitoring Implementation Projects

Use FSM to monitor Implementation Projects to track the progress of an project.

  1. From the Tasks bar in Configuration Manager, select the Perform Functional Configurations link to start FSM.

    You must be logged into Configuration Manager with an Implementation Manager role.

  2. Display the Implementation Projects tab, and select the Implementation Project that you want to deploy.
  3. Use the Implementation Project Details pane to monitor the status of the project.

You can also use Configuration Manager to monitor the progress of a project, maintain setup data, and extend Oracle Business Analytics Warehouse if required. See Administering and Maintaining Functional Configuration Data.

Monitoring Functional Setup Tasks

Monitor Functional Tasks that are assigned to you to track your progress in configuring the ETL for Oracle Fusion Applications that are being deployed.

  1. From the Tasks bar in Configuration Manager, select the Perform Functional Configurations link to start FSM.

    You must be logged into Configuration Manager with the Administrator role.

  2. Display the Manage Implementation Projects page, and select the Implementation Project that you want to deploy.
  3. Use the Status column to monitor the status of tasks.

About Completing Tasks in the Common Areas and Dimensions Configurations Task List

Whichever Offerings you include in an Implementation Project, the Tasks will include a Common Areas and Dimensions Configurations Task List, which includes tasks that are common to multiple Offerings.

For example, Configure Global Currencies is a task that is common to multiple Offerings.

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After you complete a Task, you must change its status to 'Completed'. For Tasks that are listed under Completed Tasks in the Common Areas and Dimensions Configurations, a change in task status is applied across all Offerings in the implementation project. In other words, you only need to perform the Tasks under Common Areas and Dimension Configurations Task List once for each implementation project.

Performing Additional Functional Configuration Tasks

Apart from performing the tasks listed in the applicable offerings in Functional Setup Manager, you need to complete additional functional configuration tasks as required for your implementation project.

For a complete list of tasks that you may need to complete, refer to the functional and security configuration tasks described in Oracle Business Intelligence Applications Functional Configuration Reference.