Roadmap for Setup Data Maintenance and Administration

Follow this high-level roadmap for Setup Data Maintenance and Administration.

Prerequisites:

Before you configure Oracle BI Applications, you must install and set up Oracle BI Applications according to the instructions in Installing and Setting Up Oracle BI Applications in Oracle Business Intelligence Applications Installation Guide.

  1. During the Functional Configuration stage, you typically use Configuration Manager to monitor the setup data values that have been specified using Tasks in FSM.
    • To monitor Domain Mappings, in Configuration Manager, select the Manage Domains and Domain Mappings link from the Tasks bar to display the select Manage Domains and Domain Mappings dialog.

      Alternatively, in FSM, select the Go to Task link for a Task that updates a Domain or Domain Member mappings. For example, the Task name 'Manage Domains and Member Mappings for Employee Dimension' updates Domain and Domain Member Mappings.

    • To monitor Data Load Parameters, select the Data Load Parameters link from the Tasks bar to display the select Manage Data Load Parameters dialog.

      Alternatively, in FSM, select the Go to Task link for a Task that updates a Data Load Parameter value. For example, the Task named 'Configure Data Load Parameter Workforce Adjusted Service Date' updates a Data Load Parameter value.

    • To monitor Reporting Parameters, select the Manage Reporting Parameters link from the Tasks bar to display the select Manage Reporting Parameters dialog.

      Alternatively, in FSM, select the Go to Task link for a Task that updates a Reporting Parameter. For example, the Task named 'Configure Reporting Parameters for Year Prompting' updates a Reporting Parameter.

    Tip:

    Domain values can be used to define delivered business metrics; therefore, you must review the delivered domain member values and map them to the correct source values.

  2. During Functional Configuration of purchased Offerings, you use FSM to monitor the status of Tasks and the setup data values that have been set.

    For example, you might use the Status column in the Implementation Project page in FSM to assess the number of completed tasks.

  3. If required, you use Configuration Manager to make changes to the configuration values. See Changing Configuration Values Using Configuration Manager.
  4. If required, you use Configuration Manager to add Domains or Domain Member values. See Adding Target Domain Members.
  5. If required, you use Configuration Manager to configure Externally Conformed Domains. See Configuring Externally Conformed Domains.