2 Performing Functional Configuration

This section explains how to perform functional configuration for Oracle Business Intelligence Applications (Oracle BI Applications).

The following concepts are covered in this topic:

• What is Functional Configuration?

• Roadmap for Functional Configuration

• Enabling Offerings in FSM

• Creating an Implementation Project and Selecting Offerings

• Additional Steps for Managing Projects in FSM

• Performing Additional Functional Configuration Tasks

What is Functional Configuration?

Accurate and successful movement of data from source database to target Oracle Business Analytics Warehouse requires several functional setups of Oracle BI Applications Offerings to be performed. These functional setups, based on either business requirements or on transactional source system settings or configurations, direct the manner in which relevant data is moved and transformed from source database to target database.

Additionally, some functional setups of Oracle BI Applications control the manner in which data is displayed. Functional setups are also called functional configurations. See Roadmap for Functional Configuration.

About Starting ETL After Functional Configuration

After all Tasks have been completed in FSM, use the ETL and Additional Information for <Offering>Informational Task (if available) to determine the Load Plan details that you must specify to perform ETL for that Offering. The ETL and Additional Information for <Offering> Informational Task specifies Subject Areas that you must include in the Load Plan, and other ETL requirements.

About Administrator Passwords

When you launch FSM from Oracle BI Applications Configuration Manager (Configuration Manager), you log into FSM using the same user name and password that you used to log into Configuration Manager.

About Task Lists and Tasks for Oracle BI Applications Offerings

When you navigate to an Implementation Project in Functional Setup Manager (FSM), you see the Tasks related to the Offering specified for that Implementation Project.

The example screenshot shows the Functional Tasks for Oracle Financial Analytics.

Description of the illustration fsm_ip3.gif

To know the types of functional tasks, see About Functional Setup Tasks in FSM.

The following Task Lists and Tasks are available for Oracle BI Applications:

• Getting Started with <Offering> — Each offering has this informational task, which provides an overview of that offering, and any other information that you need to begin configuration.

• ETL and Additional Information for <Offering> — Each offering has this informational task, which lists functional areas, and other useful information about configuring the offering.

• System Setup and Post-Install Setup — This task must be completed once per Oracle BI Applications deployment by the System Administrator before Functional Configuration can begin on any offering, and includes all mandatory post-installation steps for Oracle BI Applications.

• Common Areas and Dimensions — This task list includes tasks that are common to multiple offerings. To perform the common tasks, see About Completing Tasks in the Common Areas and Dimensions Configurations Task List.

• <Offering specific Tasks> — For a full list of functional tasks for each offering, use the task list and task reports that are available in FSM.

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.

   Important:

   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.

Enabling Offerings in FSM

At the start of a deployment project, you must enable your Offerings and Functional Areas for implementation.

Note:

The Offerings that you enable here using FSM must match the Offerings that you enable in Configuration Manager. For example, if you enable Oracle Financial Analytics in FSM, you must also enable Oracle Financial Analytics in Configuration Manager.

If you do not enable an Offering for implementation, then you will not be able to configure that Offering using FSM.

1. From the Tasks bar in Configuration Manager, select the Perform Functional Configurations link to launch FSM.
2. Click the offering that you want to deploy, for example, click Oracle Human Resources Analytics.
   
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3. For offerings that you have not yet configured, click Configure to display the Configure page for the selected offering. For offerings that you have configured, click Actions, then Change Configuration to display the Configure page for the selected offering.
   For offerings that you have configured, if required, you can use the Setup button to view applicable offering documents, edit the implementation status, or change the configuration.
4. For each Offering and Functional Area that you want to deploy:
   1. Select the Enable for Implementation check box next to the Offering and each Functional Area within the Offering that you want to deploy.
      
      Description of the illustration eoifsm2.gif

      Note:

      If the value in the Provisioned column for the selected Offering is No, then you will see the following message: Warning: This offering is not provisioned. Offering implementations cannot be completed until the offering is provisioned. Do you want to continue?

      If you want to continue, click Yes.

   2. Select any other options that are specific to the Offerings that you have selected.

      For example, if you have selected the Financials Offering, then you must use the Subledger Accounting Rules field to specify the appropriate accounting method.

5. The application saves the selections in this page automatically. To exit the dialog, click Actions, then Go to Offerings.

Creating an Implementation Project and Selecting Offerings

Use FSM to create an Implementation Project to configure an Offering and the Modules that you want to deploy. For example, if you have installed Oracle Fusion Applications HCM, you might create an Implementation Project to configure the ETL for Oracle Fusion Applications HCM.

To configure ETL for Oracle Fusion Applications, you must create at least one Implementation Project. When you create an Implementation Project, you select the Offering to deploy as part of that project.

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 Administrator user. If required, you can optionally assign Tasks to Functional Developers, who will then perform the Tasks.

1. From the Tasks bar in Configuration Manager, select the Perform Functional Configurations link to launch FSM.
2. Click Implementation Projects on the landing page and then click Create in the toolbar to create the implementation project.
3. Use the Enter Basic Information page to specify the project details.

   A default Name, Code, and Description are created for you. You can change these values if required. If you change the Code value, you must specify a unique code.

   Tip:

   Use the Name field to specify a meaningful project name that includes the Offerings being deployed. After selecting an Offering and Functional Area(s) for implementation as part of the IP in the next step, there is no way to go back and see which Offerings and Functional Area(s) had been selected.

   
   Description of the illustration fsm_ip1.gif
4. Click Next to display the Select Offerings to Implement page.

   Note:

   Do not click Save and Open Project because that option creates an incomplete Implementation Project, for which you cannot later specify an Offering and Functional Areas.

5. Use the Select Offerings to Implement page to specify the Offering and the Functional Areas to include in the project.

   For example, if you are configuring Oracle Procurement and Spend Analytics with Payables and Sourcing, you select the Include check boxes next to Procurement, Payables, and Sourcing.

   Note:

   To make Offerings easier to manage, Oracle recommends that you deploy one Offering in an Implementation Project. In other words, if you are deploying three Offerings, then create three Implementation Projects.

   
   Description of the illustration fsm_ip2.gif
6. Save the details.

When you save the project, FSM generates the list of configuration tasks for the Offering and Functional Areas that you included in the Implementation Project.

Description of the illustration fsm_ip3.gif

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:

• In a small deployment, a single person logged in with BI Applications Administrator Duty privileges can configure Offerings using the Go to Task links. See Performing Functional Tasks Using the Administrator Role.

• In a large deployment, a team of Functional Developers typically configure Offerings, as follows:

  • The Implementation Manager assigns Tasks to Functional Developers.

  • Functional Developers logged in with BI Applications Functional Developer Duty privileges configure the Offerings. See Performing Functional Tasks Using the Functional Developer Role.

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 by 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.
   
   Description of the illustration atfdfsm.gif
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.
   
   Description of the illustration pftutar1.gif

   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.

Description of the illustration fsm_offs3.gif

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.