Checklists

Phased Implementation Approach Checklist

□ Are you implementing just the ready-to-use content as your first rollout?

Full-Fledged Implementation Approach Checklist

□ Are minimal or no customizations envisioned?
□ Are you implementing just one analytics application?
□ Is there a dependency on other deliverables?
□ Are you implementing all functional areas?
□ Have you reviewed all the customization requirements?

Accelerated Implementation Approach Checklist

□ Have you confirmed you are good to get started with just Phase A rollout?

Create Your Implementation Team Checklist

□ Have you finalized the implementation team roles?
□ Have you assigned non-partner members to the roles?

Select Your Partner Checklist

□ Do you need an implementation partner to assist with Fusion Analytics?
□ Did you email oapartners_us@oracle.com for partner assistance?
□ Did you review the referenced partner network website?

Gather Basic Information Checklist

□ List the applications on the Fusion Analytics subscription.
□ Are all Fusion Analytics applications implemented simultaneously?
□ If not, list the applications to be implemented first.
□ Is Fusion Analytics implemented concurrently with the corresponding Oracle Fusion Cloud Applications?
□ If so, (1) what is the planned provisioning date for Oracle Fusion Cloud Applications?
□ And (2) when is Oracle Fusion Cloud Applications to be configured and have data available for extraction?
□ What is the intended initial go-live date for Fusion Analytics?

Define the Functional Requirements Checklist

□ Have all the available functional areas been reviewed?
□ Have all the available subject areas been reviewed?
□ Have all the available critical metrics been reviewed?
□ Are there hierarchies required that are not available out of the box?
□ Have security rules been confirmed?

Define the Non-Functional Requirements Checklist

□ Are there data residency requirements that affect region selection?
□ Are there additional security requirements?
□ Are there disaster recovery requirements?
□ Are there specific performance requirements?
□ Are there availability requirements because Fusion Analytics has a service-level objective (SLO) of 99.9%?
□ Are there scalability requirements?

Determine the Success Criteria Checklist

□ Who are the key stakeholders that need to weigh in?
□ What is the project budget?
□ Has the schedule been determined?
□ What is the project scope?

Create the Project Plan Checklist

□ Is the project plan ready?
□ Is resource planning completed?
□ Is the project plan scheduled by activity?
□ Do you have a contingency plan?
□ Do you have approval from the project stakeholders?

Set Up the Support Process Checklist

□ Do you have a Customer Support Identifier, and can you see Fusion Analytics in the product list?

Manage Application Updates Checklist

□ Have you read and do you understand the Fusion Analytics update activities?
□ Have you established a communication and scheduling plan for the updates?

Cloud Accounts Checklist

□ Are you planning to follow the recommendation and use a single cloud account for Fusion Analytics and Oracle Fusion Cloud Applications?
□ What is the name of the cloud account that contains the primary Oracle Fusion Cloud Applications subscriptions?

Regions Checklist

□ What region is the paired Oracle Fusion Cloud Applications environment in?
□ Is it a generation 1 or a generation 2 region?
□ If it is generation 2, is it a supported Fusion Analytics region?
□ If it is a generation 1 region or a generation 2 region that isn'tt supported, what is the supported generation 2 region you plan to use?

Identity Services Checklist

□ Does the Oracle Fusion Cloud Applications cloud account use Oracle Identity Cloud Service or identity domains?
□ If using two accounts, does the Fusion Analytics cloud account use Oracle Identity Cloud Service or identity domains?

Fusion Analytics Environments Checklist

□ Have you subscribed to an additional test environment?

Environments Pairing Checklist

□ What is the Oracle Fusion Cloud Applications environment paired with the additional test environment, if subscribed?
□ What is the Oracle Fusion Cloud Applications environment paired with the development environment?

Oracle Fusion Cloud Applications Environments Checklist

□ What is the Oracle Fusion Cloud Applications cloud account name?
□ What is the name of an Oracle Fusion Cloud Applications environment used for the Fusion Analytics development or test environment?
□ If subscribed, what is the Oracle Fusion Cloud Applications environment paired with the additional test environment?
□ What is the name of the Oracle Fusion Cloud Applications production environment?

Compartments Checklist

□ What compartment is used for the Fusion Analytics development instance?
□ What compartment is used for the Fusion Analytics additional test instance if subscribed?
□ What compartment is used for the Fusion Analytics production instance?

Groups Checklist

□ What group contains the Fusion Analytics development administrators?
□ What group contains the Fusion Analytics additional test environment administrators, if subscribed?
□ What group contains the Fusion Analytics production administrators?

Policies Checklist

□ Have you implemented the recommended rule for each Fusion Analytics environment?

Establish Environment Implementation Sequence Checklist

□ Have you determined the resources needed for performing individual tasks from the implementation workflow?
□ Have you determined an individual administrator for each of your environments?
□ Do you have additional test environments?
□ Have administrators prepared a migration handoff plan for migrations from development or test and additional test environments to production?

Prepare for Implementation Checklist

□ Has the Fusion Analytics subscription been activated in the recommended Oracle Fusion Cloud Applications cloud account?
□ If not, what is the name of the cloud account where it is activated?
□ Does an Oracle Cloud Infrastructure administrator have the activation welcome email?
□ Based on the documentation, what user synchronization scenario number or method must be utilized?
□ If Oracle Identity Cloud Service is being used, does the administrator setting up user synchronization have the FA_GSI_ADMINISTRATOR and the IDCS Identity Domain Administrator roles?
□ Are existing virtual cloud networking components used for deploying Fusion Analytics with private endpoints?
- □ If so, do the components adhere to the requirements listed in the references? Is the virtual cloud network preparation complete?
□ Is the virtual cloud network preparation complete?

Prepare Your Oracle Fusion Cloud Applications Checklist

□ List the necessary configuration modifications and confirm whether the modifications are complete.
□ List the network components requiring modification and confirm whether the modifications are complete.
□ Have you configured the JSON Web Token-based authentication in Oracle Fusion Cloud Applications?

Create Fusion Analytics Instance Checklist

□ What identity stripe or domain are you provisioning into?
□ Is this the identity stripe or domain you signed into?
□ What region are you provisioning into?
□ What compartment are you provisioning into?
□ What is the instance display name?
□ What is the instance name?
□ What is the type of environment (intended use)?
□ What is the name of the Oracle Fusion Cloud Applications environment?
□ What is the Oracle Fusion Cloud Applications URL?
□ Are the JWT public-key certificate and private key available?
□ What is the Oracle Autonomous Data Warehouse administrator password you plan to use?
□ What is the notification email address for provisioning status updates?

Create Fusion Analytics Instance with Private IP Addresses (Optional)

□ What is the compartment hosting the virtual could network?
□ What is the compartment hosting the private subnet?
□ What is the compartment hosting the network security group?
□ What is the virtual could network name?
□ What is the private subnet name?
□ What is the network security group name?

Configure Checklist

□ Which user access methods are configured in the case of Fusion Analytics with private IP addresses?
□ Which users are participating in each rollout phase?
□ What are the users' system-specific and job-specific group assignments?
□ What are the security assignments granted to users?
□ What is the analytics currency specified?
□ What is the exchange rate type specified?
□ What is the initial extract date specified?
□ What is the data refresh interval specified?
□ What is the timezone specified?
□ What enterprise calendar is specified?
□ List the reporting configurations for each application such as Oracle Fusion CX Analytics and Oracle Fusion HCM Analytics.
□ List the functional areas and their activation sequence for each application such as Oracle Fusion CX Analytics and Oracle Fusion HCM Analytics.
□ Are there any modifications to the ready-to-use reporting content that must be done before a customization phase?
- □ If so, have the changes been documented?
□ Are you planning to use Private Network Access?
- □ If so, is the topology currently configured for other services?
□ Are you planning to use the preview features?
- □ If so, list the features.
- □ Have you developed a plan to sufficiently test the features?
- □ Are the prerequisites performed for each of the enabled preview feature?

Perform Data Validation Checklist

□ Have the prerequisites for data validation been run?
□ Are the data sources identified for validation?
□ Do Oracle Fusion Cloud Applications users have corresponding security roles in both Oracle Fusion Cloud Applications and Fusion Analytics?
□ Is the initial extract date pulling all the Oracle Fusion Cloud Applications transactions for validation?

Customize Checklist

□ Have you decided which application roles are used to secure read and write access to custom reports?
□ Have you created custom folders with appropriate permissions for each domain or set of users?
□ Have you explained how to use their folder and the shared folder structure to authors?
□ Have you reviewed the options to select the best solution for each additional data type that Fusion Analytics needs to include?
□ Did you enable the descriptive flex field columns needed in the custom data application?
□ Is your data coming from a source supported in data augmentation?
□ Do you need to transform your additional data significantly before loading it into Fusion Analytics?
□ Can data augmentation be used to modify your semantic model?
□ Did you define the overall model design required for your external data for new dimensions and facts?
□ Did you combine your custom facts with the ready-to-use dimensions for cross-subject area analysis?
□ Did you review the ready-to-use security configurations available?
□ Do you need to create security assignments for each user or not?

Test Checklist

□ Are the focus areas (data, visualizations) for testing identified?
□ Are testing objectives defined?
□ Have you defined the development and review process for approval?
□ Are functional, user, and data volume testing approaches in place?
□ Do you have a plan for test data creation?
□ Are defect tracking and resolution processes defined?
□ Did you complete the stakeholder assessment on the testing strategy?
□ Did you run through functional scenarios?
□ Did you run through functional use cases?
□ Is functional validation aligned with operating business processes defined?
□ Are functional security roles restricting access to Fusion Analytics content, as required?
□ Are functional filters and prompts working correctly and returning the expected data?
□ Are cross application functional scenarios captured for testing?
□ Are functional content extensions adequately tested?
□ How many concurrent users load is expected?
□ List the data augmentations that were reviewed.
□ List the number of descriptive flex fields in the custom data application that were reviewed.
□ Did you use "low service" while connecting to the autonomous data warehouse schema?
□ Have you benchmarked the performance of the ready-to-use subject areas?
□ Do you have customizations?
□ Do you have custom schema development driven by external extraction tools?
□ Have you followed semantic model best practices?
□ Have you followed data augmentation best practices?
□ Is the performance of the Fusion Analytics application degraded when multiple users access it simultaneously?
□ Do you use any artificial intelligence and machine learning use cases as part of functional preview features?
- □ If yes, then are these features tested for performance benchmarks?
□ Is the performance of transactional grain reports tested to ensure they load promptly?
□ How many business users are testing?
□ Is the scope of user acceptance training defined?
□ Are the users and roles identified for user acceptance training?
□ Is the preparation of the test scenarios complete?
□ Is the execution of test cases complete?
□ Is testing cycle feedback collected from the begin date to the end date of user acceptance training?
□ Is the scope and approach of the testing signed off?

Migrate Checklist

□ Are all the required functional areas activated in the source and the target Fusion Analytics environment?
□ Are all the required descriptive flexfields in the Fusion Analytics source environment enabled in the Fusion Analytics target environment?
□ Does the user performing bundle migration belong to the Fusion Analytics service administrator group?
□ Are the Fusion Analytics source and target environments on the same release version?

Evaluate Go Live Readiness Checklist

□ Have you confirmed the production migration date?
□ Has the Fusion Analytics instance been provisioned in production with a single sign-on?
□ Are functional and nonfunctional requirements completed?
□ Are customizations complete and deployed to the production environment?
□ Have you confirmed the user readiness?
□ Have the best practices been implemented?
□ Is there any open severity 1 issue?
□ Are pipeline configuration parameters validated?
□ Is there a backup plan defined?
□ Have you scheduled enough time for the initial full data load?
□ Have you applied the Oracle Fusion Cloud Applications prerequisites in production?
□ Is there a group of users identified so that you can communicate the status if there are potential issues when Fusion Analytics is live?
□ Do you have all information required to file support tickets with Oracle?
□ Have you registered on the Oracle community?
□ Have all the critical metrics been validated?
□ Have all the analyses, visualizations, and workbooks been validated?
□ Are user experiences satisfactory?
□ Have you confirmed that the pipeline start time is set early enough to finish at the expected time?
□ Have the performance test results met the requirements?
□ Have threat detection test results validated the security configurations?
□ Is incremental data available to users in the required time?
□ Have the overall predefined success criteria been achieved?
□ Have the predefined success criteria for the current phase been achieved?
□ If not, list the criteria needing attention.
□ Have you confirmed the go-live date?

Go Live Checklist

□ Is the production environment up-to-date with the latest release?
□ Are the bundles, if required, migrated to production?
□ Is the production environment configured?
□ Are the pipelines activated and executed?
□ Are users, groups, and data security contexts in place?
□ Are all communication templates and distribution lists in place for issue resolution and mitigation?
□ Do users understand the scope of the Fusion Analytics solution?
□ Are the business user and power-user training complete?
□ Are the administrators trained to handle the post-go live issues?
□ Is the go live date communicated to users?
□ Is there a communication plan with implementation stakeholders?
□ Is there a business sign-off on the solution? Is there a change control process in place?
□ Is there a plan to align external dependencies?
□ Are post-go live standard operating procedures in place?
□ Is there a plan for user training and adoption?
□ Is there a plan to mitigate accessibility needs?
□ Is there a plan to track the completion of all pre-go live change management activities?
□ Have you examined the audit reports for any changes to security settings?
□ Have you examined the Security Activity log?
□ Have you examined the Request History log?
□ Have you examined the Console Audit log?
□ Have you examined the Upload Activity log?
□ Have you examined the bundle activity log?
□ Have you examined the Semantic Model Extensions activity log?
□ Have you examined the Enable Features activity log?

Engage with Support Checklist

□ Does the service request provide information about the impact on your business or the risk to your implementation plans?
□ Is the severity level of the service request appropriate?
□ If there is a workaround or suggestion, is it practical and appropriate?
□ Is the calendar date specified in the service request after a business milestone or implementation milestone?
□ Is the problem statement accurately described in the service request?

User Assistance Checklist

□ Is the implementation team aware of any known issues?
□ Has the implementation team reviewed Oracle Help Center?

Trainings Checklist

□ Have the business users undergone training?
□ Are processes developed for communicating available training?
□ Have users completed the introductory training?
□ Has the implementation team reviewed administrator training and best practices?
□ Has the implementation partner completed the specialized training?
□ Have you set targets for business users to complete the training?
□ Has the team subscribed to Fusion Analytics Events?

Community Checklist

□ Is the implementation team aware of the Fusion Analytics Community?
□ Does the implementation team have permission to post in the Community?
□ Do you have knowledge of Cloud Customer Connect?
□ Do you have access to Cloud Customer Connect?
□ Have you been informed of the Oracle Idea Lab, a forum-based feedback channel for submitting new ideas, commenting on existing ideas, voting for favorites, and seeing which requests have been implemented by Oracle?
□ Have you signed up for Fusion Analytics events?
□ Does the implementation team have access to Cloud Customer Connect?

Track User Adoption Checklist

□ Have you established programs to help ensure user adoption?
□ Have you established programs to add additional users?
□ Have you established ongoing training and development programs?
□ Have you established plans to recognize users and offer rewards and incentives for usage and adoption?
□ Have you established a program to solicit user feedback?
□ Are you taking action on feedback?
□ Are you communicating with the users when the next enhancement or release addresses their feedback?
□ Have you established a support team?
□ Have you established communication channels and schedules for planned and emergency downtime and maintenance?
□ Have you established methods for users to provide feedback and receive acknowledgments?
□ Have you established an easy way for users to find answers to frequently asked questions?
□ Have you established internal office hours?
□ Is there a community for learning?
□ Have you established a clear and concise method for users to request help?
□ Have you considered Lunch and Learn sessions?
□ Have you established user onboarding procedures?

Implement a Governance Plan Checklist

□ Have you defined the scope and goals of the Fusion Analytics data governance program?
□ Which data governance tool are you using?
□ Have you established a Fusion Analytics data governance framework?
□ Have you determined what Fusion Analytics data needs to be governed?
□ Have you implemented processes to ensure Fusion Analytics data governance compliance?
□ Have you developed plans to continuously improve the Fusion Analytics data governance program?

Update Fusion Analytics Checklist

□ Have you read and do you understand the Fusion Analytics update activities?
□ Have you established a communication and scheduling plan for the updates?
□ How many Fusion Analytics user licenses do you have currently?
□ What is the new number of Fusion Analytics user licenses?
□ List the current application subscriptions.
□ What are the new application subscriptions?