Oracle® Fusion
Applications Project Management Implementation Guide 11g Release 1 (11.1.2) Part Number E20384-02 |
Contents |
Previous |
Next |
This chapter contains the following:
Define Transactional Business Intelligence Configuration
Define Extensions: Define Custom Enterprise Scheduler Jobs
FAQs for Other Common Setup and Maintenance Tasks
Configure Oracle Transactional Business Intelligence for ad hoc reporting, review certain setup objects to be used in Transactional Business Intelligence, and manage the presentation catalog and currency type display.
Users of Oracle Fusion Transactional Business Intelligence (Transactional Business Intelligence) need access to some person data for reporting purposes. To provide this access, you assign a predefined security profile to relevant job or abstract roles using the Oracle Fusion Human Capital Management (HCM) setup task Manage Data Role and Security Profiles. On completion of this task, Oracle Fusion Data Security is updated automatically for roles being used to access Transactional Business Intelligence.
The following table identifies, by Oracle Fusion product, the job and abstract roles that need access to person data and the predefined security profile that you assign to each role.
Product |
Job or Abstract Role |
Security Profile |
---|---|---|
Oracle Fusion Assets |
Asset Accountant |
View All Workers |
Oracle Fusion Assets |
Asset Accounting Manager |
View All Workers |
Oracle Fusion Enterprise Planning and Budgeting |
Budget Analyst |
View All Workers |
Oracle Fusion Enterprise Planning and Budgeting |
Budget Manager |
View All Workers |
Oracle Fusion Financial Consolidation Hub |
Consolidation Accountant |
View All Workers |
Oracle Fusion Financial Consolidation Hub |
Consolidation Manager |
View All Workers |
Oracle Fusion Financials Common Module |
Intercompany Accountant |
View All Workers |
Oracle Fusion General Ledger |
Financial Analyst |
View All Workers |
Oracle Fusion General Ledger |
General Accountant |
View All Workers |
Oracle Fusion General Ledger |
General Accounting Manager |
View All Workers |
Oracle Fusion Incentive Compensation |
Incentive Compensation Participant Manager |
View Manager Hierarchy |
Oracle Fusion Inventory Management |
Warehouse Manager |
View All Workers |
Oracle Fusion Project Foundation |
Project Accountant |
View All Workers |
Oracle Fusion Project Foundation |
Project Administrator |
View All Workers |
Oracle Fusion Project Foundation |
Project Billing Specialist |
View All Workers |
Oracle Fusion Purchasing |
Buyer |
View All Workers |
Oracle Fusion Sourcing |
Category Manager |
View All Workers |
Oracle Fusion Sourcing |
Sourcing Project Collaborator |
View All Workers |
For example, as part of their Transactional Business Intelligence setup:
Oracle Fusion Assets implementors must assign the predefined security profile View All Workers to the Asset Accountant and Asset Accounting Manager job roles.
Oracle Fusion Incentive Compensation implementors must assign the predefined security profile View Manager Hierarchy to the abstract role Incentive Compensation Participant Manager.
The security profiles that HCM roles need to access Transactional Business Intelligence are assigned during the setup of HCM data security: no additional setup is required for Transactional Business Intelligence purposes.
This example shows how to assign a security profile to a job or abstract role to enable users with that role to access person data. This task is required for users of Oracle Fusion Transactional Business Intelligence (Transactional Business Intelligence) who do not also use Oracle Fusion Human Capital Management (HCM).
The following table summarizes key decisions for this scenario. When performing this task, use the job or abstract role for your product and the name of the relevant predefined person security profile in place of those shown here.
Decisions to Consider |
In This Example |
---|---|
What is the name of the Transactional Business Intelligence job or abstract role? |
Warehouse Manager |
What is the name of the person security profile? |
View All Workers |
To perform these tasks, you must have the role IT Security Manager.
Launch the task Manage Data Role and Security Profiles.
Search for the job or abstract role.
Assign the relevant predefined security profile to the job or abstract role.
Field |
Value |
---|---|
Search |
Tasks |
Name |
Manage Data Role and Security Profiles |
Oracle Enterprise Scheduler jobs are run in Oracle Fusion Applications to process data and, in some cases, to provide report output. A job definition contains the metadata that determines what the job does and what options are available to users who run the job. You can create and maintain job definitions for use in Oracle Fusion Applications.
Managing job definitions is fully described in the Oracle Fusion Applications Administrator's Guide. As you read content from that guide, note that the guide describes managing Oracle Enterprise Scheduler, including job definitions, from Oracle Enterprise Manager Fusion Applications Control. You can also access job definitions by starting in the Setup and Maintenance Overview page and searching for the Enterprise Scheduler job tasks for your applications.
A list of values source for Oracle Enterprise Scheduler job definitions determines where a list of values comes from and what the specific values are. These lists of values are used in parameters and user properties of job definitions. For example, you can use a source of country values for a Country job parameter.
Managing list of values sources is fully described in the Oracle Fusion Applications Administrator's Guide. As you read content from that guide, note that the guide describes managing Oracle Enterprise Scheduler, including list of values sources, from Oracle Enterprise Manager Fusion Applications Control. You can also access list of values sources by starting in the Setup and Maintenance Overview page and searching for Enterprise Scheduler job tasks.
You can customize dashboards and some work areas, where available, for all or some users based on a selected customization layer, for example only for users in a specific country or with a specific job role. When you select to customize a page from the Administration menu in the global area, you invoke Oracle Composer, which enables the customization. The Administration menu is only available if you have appropriate roles.
From the same menu, you can also access the Customization Manager, which displays a list of components in the current page and details about the layers in which each component is customized. You can also access sandboxes from the Administration menu, to make customizations to a runtime use session before deploying your changes to the mainline.
Customizing pages using Oracle Composer, the Customization Manager, and sandboxes are described in the Oracle Fusion Applications Extensibility Guide.
Use a sandbox to commit customizations to a runtime use session for validation before deploying changes to the mainline. Administrators create and manage sandboxes. An active sandbox isolates changes from the mainline and other users.
Sandboxes can contain the following types of customization changes.
Metadata, such as non-flexfield UI page customizations
Data security
Generated flexfields business components
Metadata changes are captured in a metadata sandbox. Data security changes are additionally captured in a data security enabled sandbox. Changes to a flexfield are captured in a flexfield that is deployed as a single flexfield sandbox. Once you are ready to make sandbox changes available in the mainline, you either publish the metadata or data security sandbox, or deploy the flexfield. Only metadata and data security sandboxes can be downloaded as a sandbox file for import to another Oracle Fusion Applications instance.
The following table lists the differences among the types of sandboxes.
Type of Changes |
Type of Sandbox |
Method for Making Changes Available in Mainline |
Downloadable? |
---|---|---|---|
Metadata |
Sandbox |
Publish sandbox |
Yes |
Data security |
Sandbox enabled for data security changes |
Publish sandbox |
Yes |
Flexfield |
Flexfield deployed as a flexfield-enabled sandbox |
Deploy flexfield |
No |
Only one sandbox can be active at a time. Changes made while a sandbox is active are captured in that sandbox.
For more information on using the Sandbox Manager, and customizing and securing pages, business objects, data, and custom objects in a sandbox, see the Oracle Fusion Applications Extensibility Guide.
You can make metadata (MDS) type changes in a sandbox, including menu customizations, changes to the personalization menu, implicit ADF customizations, or changes made with Oracle Composer or CRM Application Composer.
You can create a sandbox for data security testing, or designate an existing sandbox to become enabled for data security testing.
You create a flexfield-enabled sandbox by deploying one flexfield to a sandbox using the Manage Flexfield task flow. The flexfield sandbox gets its name from the flexfield you deploy. You cannot test two flexfields in the same sandbox. Once you deploy a flexfield as a sandbox, you must sign out and back in to view how the sandbox runtime reflects the flexfield changes, such as new segments. You can redeploy the same flexfield to the same sandbox repeatedly as you make incremental changes to the flexfield setup.
Edit the Mapping Service for Contextual Addresses profile option value. A contextual address is marked with an orange square icon that can be clicked to display the address on a map. The profile option value represents the web mapping service used to display the map. To update this value, use the Manage Administrator Profile Values task in the Setup and Maintenance work area.