Roadmap for Functional Configuration

Configure Oracle BI Applications by following this high-level roadmap.

To launch FSM, click the Perform Functional Configurations link in Configuration Manager. If Single Sign-On has not been configured between Configuration Manager and FSM, you will be required to log into FSM. You use the same login credentials for FSM as you did for Configuration Manager.

  1. Configure the Offerings and Modules to deploy.

    For example, you might deploy Oracle Financial Analytics, with Functional Areas: Accounts Payable, Accounts Receivable, and General Ledger. See Enabling Offerings in FSM.

  2. Create an Implementation Project and select an Offering and one or more Modules.

    For example, you might create an Implementation Project to configure Oracle Financial Analytics, with Functional Areas: Accounts Payable, Accounts Receivable, and General Ledger. See Creating an Implementation Project and Select Offerings.


    When you create an Implementation Project, FSM generates the Tasks required to configure the specified Offerings. By default, the Tasks are assigned to the BI Applications Administrator user. If required, you can optionally assign Tasks to Functional Developers, who will then perform the Tasks.
  3. (Optional) Assign the Tasks for the specified Offerings and BI modules to one or more Functional Developers.

    For example, you might assign Accounts Payable tasks to user Fred, Accounts Receivable tasks to user Jill, and General Ledger tasks to user Mike. To configure large projects, see Additional Steps for Managing Projects in FSM.

    Alternatively, the Tasks can be performed by the default BI Administrator user. See Assigning Tasks to Functional Developers.

  4. Complete the functional configuration Tasks by clicking the Go to Task link.

    To access the Go To Task option in FSM, you must be logged into FSM as a user with either BI Applications Functional Developer Duty privileges or BI Applications Administrator Duty privileges.

    For example, user Fred performs the Tasks related to General Ledger.

  5. Monitor the progress of the Implementation Project to check that the tasks have been completed.

    For example, you might use the 'Parameters by Offerings' report on the Overview page to monitor the number of parameters with no values specified. In addition, FSM provides charts for monitoring the progress of Implementation Projects. See Monitoring Implementation Projects.

    When functional Configuration is complete, you are ready to start ETL. To perform ETL, see Overview of Load Plan Life Cycle in Oracle Business Intelligence Applications ETL Guide.

  6. If required, use Configuration Manager to make changes to the setup data.

    For example, the Implementation Manager might use the Domains and Mappings page in Configuration Manager to add a Domain, or to resolve unmapped domain values. To change configurations in Configuration Manager, see Locating Unmapped Domain Values in Configuration Manager.

After each significant configuration update, it is recommended that you back up the configuration data by using the Export feature. The backup data is useful if there is a need for disaster recovery and the recent configuration changes are lost in that process.