Configuration Instruction Manual

With Configuration Assessment, you can see all your enabled configurations and real usage for Oracle Fusion subscriptions in one place. This helps uncover insights, close adoption gaps, and maximize the value of your investment.

This topic provides a secure, repeatable procedure for running the required Oracle Fusion Analytics reports for Configuration Assessment and packaging the encrypted CSV outputs into a single ZIP file.

Data Security and Compliance Considerations

To align with data security and privacy principles:
  • These extracts capture configuration and usage indicators, often represented as flags (For example, Y/N).
  • These reports are not intended to extract business transactional data or personally identifiable information (PII).
  • Follow your organization’s policies to:
    • Access control (least privilege)
    • Secure storage of exported files
    • Secure transmission or sharing of the final ZIP file
If you have questions about what is included in outputs, review the CSVs generated before sharing.

Checksum Validation

Before proceeding, validate the integrity of the downloaded files using checksum verification.

Step 1: Download the Extraction Script
  1. Log in to Success Navigator.
  2. Navigate to the Account Profile.
  3. Select the Configuration tab.
  4. Select Begin Assessment.
  5. Select Download Script.
  6. Save the files to a secure local directory.
  7. Extract the ZIP file, which includes these components:
    • Archived BI Catalog
    • PGP Public Key
Step 2: Run Checksum Validation

Note:

Do not modify the file before performing checksum validation.
  1. Open Command Prompt or Terminal in the folder that contains the downloaded ZIP file.
  2. Replace <filename.zip> with the name of the downloaded file, and then run the command for your operating system.
    1. For Windows

      Command: certutil -hashfile <filename.zip> SHA256

      Example: c:\folderpath> certutil -hashfile <filename.zip> SHA256

    2. For Linux or macOS

      Command: sha256sum <filename.zip>

      Example: c:\folderpath> sha256sum <filename.zip>

  3. Compare the generated hash with the SHA-256 checksum provided in [identify the exact page, field, or downloaded file].
  4. Complete one of the following actions:
    1. If the values match, continue to the next step.
    2. If the values do not match, do not run the downloaded file. Download it again, and repeat the checksum validation.
Step 3: Verify the Checksum Value
  1. Locate the expected checksum value provided in Success Navigator in the Script Download page.
  2. Compare it with the checksum value generated on your system.
Validation Criteria
  • ✅ If both checksum values match exactly, File integrity is confirmed.
  • ❌ If the values do not match, Do not proceed.
    • Re-download the file from Navigator.
    • Repeat the checksum validation process.

Note:

  • Checksum validation is a mandatory security step before using or uploading files.
  • Always ensure you are comparing values from a trusted Navigator source.

Fusion Roles and Responsibilities Matrix

The table below summarizes the required roles, privileges, and responsibilities for executing the Configuration Assessment process in Oracle Fusion.

It helps ensure users have the necessary access to run reports, manage BI Catalog, configure security (PGP), and download outputs, for successful execution.

Activity Purpose Recommended Roles Required Privileges
Environment Access Access Fusion instance Employee / Any valid user role Login access to Fusion environment
Access BI Catalog Browse reports BI Consumer / BI Author View Analytics Catalog
Configure PGP Keys Enable encryption BI Administrator Access BI Publisher Admin, Upload PGP keys
Configure Content Server (UCM) Setup delivery channel BI Administrator Configure Delivery → Content Server
Import (Unarchive) CSN Catalog Load reports into system BI Administrator / BI Author (elevated) Write access to Shared Folders > Custom, Unarchive capability
Run BI Reports Execute reports BI Consumer / BI Author, Application Implementation Consultant Access Reports and Analytics, Run reports
Schedule Reports Automate report execution BI Author / BI Administrator Schedule and bursting permissions
Download Outputs Download generated report files Employee / Application Implementation Consultant View and download files from UCM
Access UCM (File Import & Export) Retrieve outputs Employee / Application Implementation Consultant Access Navigator → Tools → File Import and Export

Accessing Fusion Analytics (Catalog)

Follow the steps below to log in to the Fusion environment and navigate to the Analytics/BI Catalog page.
  1. Sign into your Oracle Fusion.
  2. Open the Navigator .
  3. Go to Tools(menu name may vary).
  4. Select Reports and Analytics.
    tools

  5. Select Browse Catalog to open the Analytics Catalog.
    catalog

    You should now see the Catalog interface with:
    • A folder tree on the left (My Folders, Shared Folders).
    • Object list in the main panel.

Unarchiving (Importing) the CSN Catalog Content

Confirm “Custom” exists
  1. In the folder tree, expand Shared Folders.
  2. Expand Custom.

    If you cannot expand or you do not see Custom, contact your Fusion/Analytics administrator.

Unarchive the Catalog file

Unarchive the “CSN” catalog file:
  1. Highlight or select Shared Folders > Custom >
    custom


    unarchive

  2. Select OK or Save.
  3. Complete the Unarchive process.

    Refresh the folder view and confirm the reports appear.

Validate the final path

Confirm the following path is visible in the folder tree: /Shared Folders/Custom/CSN/Config Assessment/Report

Recommended Permissions (Best Practice)
  • Restrict write access to a small admin group.
  • Grant read or run access to the team that will execute the reports.

PGP setup with the Public Key

  1. Sign into Oracle Fusion Cloud with the required BI Administrator permissions .
    admin

  2. In BI Catalog open My Profile > Administration > Publisher > Manage Publisher.
    ManagePublisher

  3. Select Security Center > PGP Keys.
    PGP Keys.

  4. Select Choose File > Browse and upload the PGP Key.
    choosePGP

Configure Custom UCM Content Server

PGP keys are used to enable secure encryption of report outputs. They do not create a content server but are used in conjunction with BI Publisher delivery channels or UCM storage to securely distribute files.
  1. Select Delivery > Content Server > Add Server as per below:
    Server Name URL Username/PWD
    FA_UCM_CSN https://fa-internal.oracleoutsourcing.com:10663/idcnativews Fusion Username/Password
  2. Select PGP key from the list and test the connection and apply.
    pgp


    addserver

Available Reports (Mandatory Set)

Following are the pillar wise config and extraction reports:
report

Required Reports (Mandatory Set)

All reports below must be run to generate a complete and effective assessment dataset:
Report Name Purpose
CSN_POD_TYPE_REP Extract Fusion instance name and environment details
CSN_HCM_CONFIG_EXTRACT_REP Common Configurations HCM pillar configuration extraction for business processes
CSN_HCM_ADOPTION_EXTRACT_REP HCM processes adoption/usage extract
ERP and SCM reports are optional and should be executed based on the customer’s defined scope and business requirements.

ERP Reports (Optional)

Report Name Purpose
CSN_ERP_CONFIG_EXTRACT_REP ERP pillar configuration extraction for business processes
CSN_ERP_ADOPTION_EXTRACT_REP ERP processes adoption/usage extract

SCM Reports (Optional)

Report Name Purpose
CSN_SCM_CONFIG_EXTRACT_REP SCM pillar configuration extraction for business processes
CSN_SCM_ADOPTION_EXTRACT_REP SCM processes adoption/usage extract

Scheduling the Reports

This section describes how to schedule BI reports to run automatically and deliver output files at defined intervals.

Step 1: Access Reports and Analytics
  1. Sign into the Oracle Fusion environment.
  2. Navigate to: Navigator → Tools → Reports and Analytics.
  3. Select Browse Catalog.
Step 2: Locate the Report
  1. Navigate to the report location: /Shared Folders/Custom/CSN/Config Assessment/Report.
  2. Identify the report you want to schedule.
Step 3: Open the Schedule Option
  1. Select the report name.
  2. From the toolbar or More menu, select: Schedule
    Schedule

Step 4: Configure Output options
  1. Select Use Bursting is enabled.
    Bursting

Step 5: Define Schedule Frequency
  1. Go to the Schedule tab.
  2. Choose frequency:
    • Run Once
    • Hourly / Daily / Weekly / Monthly
  3. Set:
    • Start date and time
    • End date (if applicable)
      date

Step 6: Submit the Job
  1. Provide Job Name
  2. Select Submit and a confirmation message will appear with a Job ID.
    confirmationmsg


    jobid

Download Extract Files Using File Import and Export in Oracle Fusion

  1. Navigate to File Import and Export
    1. Log in to Oracle Fusion Applications.
    2. Select Navigator, from the Application menu.
    3. Select Tools → File Import and Export.
  2. Open the Export or Import Search Page
    1. The File Import and Export page will open.
    2. By default, you’ll land on the Search Results section where previously generated files are listed.
  3. Search for a File Using File Name
    1. In the Search panel, enter the full file name or a partial name.
    2. Enter:
      • Full file name or
      • Partial name (recommended if unsure)
    3. (Optional) Use additional filters:
      • Account
      • Date
      • Job Name
      .
    4. Select Search.
  4. Identify the Required File
    1. Review the search results grid.
    2. Look for:
      • File Name
      • Content Type
      • Creation Date
    3. Confirm the file matches your expected output (e.g., Report extract).
      filematches

  5. Download the File
    1. Select the required file from the results.
    2. Select Download button (or icon).
    3. The file will be downloaded to your local machine.
  6. Access Downloaded File
    1. Open your browser’s Downloads.
    2. Open the file to verify contents.

Packaging Outputs into a ZIP File (Required Deliverable)

The final deliverable must be one ZIP file containing all the Text encrypted outputs.
  1. Confirm all the required Text files are present.
  2. Select all the required Text files.
  3. Compress them into a single ZIP file.

    Recommended ZIP file name format: ConfigAssessment_<CustomerName>_<EnvName>_<YYYYMMDD>.zip Example: ConfigAssessment_<Name>_TEST_20260217.zip

Execution Checklist
  • ✔ Catalog imported
  • ✔ Reports scheduled
  • ✔ Outputs generated
  • ✔ Files validated
  • ✔ ZIP created

Report List and Purpose

Mandatory Reports
  • CSN_POD_TYPE_REP – Fusion instance details.
  • CSN_HCM_CONFIG_EXTRACT_REP – HCM configuration indicators.
  • CSN_HCM_ADOPTION_EXTRACT_REP – HCM adoption/usage indicators.
Optional Reports (Based on Implementation)
  • CSN_ERP_CONFIG_EXTRACT_REP – ERP configuration indicators.
  • CSN_ERP_ADOPTION_EXTRACT_REP – ERP adoption/usage indicators.
  • CSN_SCM_CONFIG_EXTRACT_REP – SCM configuration indicators.
  • CSN_SCM_ADOPTION_EXTRACT_REP – SCM adoption/usage indicators.

Deliverable

One ZIP file containing all 7 CSVs.