Recommendations

Oracle recommends that you evaluate and apply the points listed in this section from the planning to the go-live stage of the Fusion Data Intelligence implementation for a smooth implementation experience.

Recommendations for the Planning Stage

Carefully consider and apply these recommendations when planning your implementation.

Review the phased approach and limit the scope of the phase

In this task, evaluate and ensure that:
  • You've used the phased approach for prebuilt and customization phases.
  • The scope of the customization phase is limited as much as possible to a subset of functional areas.
  • The scope of the customization phase is limited to a single Fusion Data Intelligence application such as Fusion ERP Analytics.
  • A previous phase, containing only prebuilt content with the same scope, was rolled out successfully into the production environment.
  • The prebuilt phase content is a baseline for developing custom functional and non-functional requirements.

Review the functional requirements

In this task, evaluate and ensure that:
  • All functional requirements are satisfied.
  • Data validations confirm prebuilt Fusion Data Intelligence metrics return the same results as Oracle Transactional Business Intelligence (OTBI).
  • The same customizations exist in Oracle Fusion Cloud Applications and the custom metrics return the same results as OTBI.
  • Custom queries return accurate results for users with prebuilt and custom security profiles.
  • Prebuilt and custom privileges secure the semantic model, catalog, and report content according to group assignments; for example, Modelers, Authors, and Consumers.
  • Where applicable, users have the same object and data privileges that they have in Oracle Fusion Cloud Applications.

Review the non-functional requirements

In this task, evaluate and ensure that:
  • All non-functional requirements are satisfied.
  • A full data load is completed in the required time frame using prebuilt and custom data pipelines.
  • Incremental data loads, using prebuilt and customized data pipelines, complete in the required time frame.
  • SQL queries using custom security predicates respond in the required time frame.
  • Network latency times satisfy requirements.

Review the support procedures

My Oracle Support is the initial point of contact for all product support needs.

In this task, evaluate and ensure that:
  • A support process exists for users to report issues, and that appropriate mitigation actions are taken.
  • Administrators understand the process of creating a service request.
  • Outstanding customization issues are within allowable severity limits.
  • If there are open severity-one service requests related to customizations, then specify and share:
    • The Fusion Data Intelligence OCID (Oracle Cloud Infrastructure Identifier), the number of concurrent users, and the number of Oracle compute units (OCPUs) for Autonomous AI Lakehouse and Analytics Cloud.
    • A document summarizing the customizations.
    • Any recent environmental changes, such as patching, upgrade, test to production move in Oracle Fusion Cloud Applications, that might have contributed to the issue.
    • For dashboard issues:
      • Affected workbooks, canvases, visualizations, analyses, and key metrics.
      • Workbook and analysis session logs containing logical and physical SQL queries.
      • Exports of workbooks and archives of analyses.

Review the release management procedures

Fusion Data Intelligence provides quarterly application updates with the control and flexibility to choose when to apply the update. Oracle applies critical security patches automatically with zero downtime.

In this task, evaluate and ensure that:
  • Administrators can apply the Fusion Data Intelligence releases.
  • You've planned, applied, and communicated releases and patches appropriately within your organization.
  • You've ensured that all environments are on the same release and patch level.
  • You've applied the appropriate release or patch to the customized environment.
  • Your existing customizations work as expected after applying the latest releases and patches.

Recommendations for the Preparing Stage

Carefully consider and apply these recommendations when planning your implementation.

Review impact on the OCI environments

In this task, evaluate and ensure that:
  • The production Fusion Data Intelligence environment is ready for rollout.
  • The release version of the production environment of Fusion Data Intelligence matches that of the test environment.
  • The Fusion Data Intelligence cloud account production environment preparations are complete.
  • The Oracle Fusion Cloud Applications production environment preparations are complete.
  • The Oracle Fusion Cloud Applications production URL and credentials are correct.
  • The JSON Web Token (JWT) or password-based authentication methods test successfully.

Review the production capacity estimation and increase it, if required

In this task, evaluate and ensure that:
  • You engage the Oracle sales and product managers to analyze consumption patterns and estimate additional capacity.
  • You estimate the Autonomous AI Lakehouse compute units (CPUs), memory, and storage requirements.
  • You estimate the Analytics Cloud CPUs and memory requirements.
  • The increased capacity allows for projected data and user growth.
  • You scale up Analytics Cloud and Autonomous AI Lakehouse in the Fusion Data Intelligence production environment based on the estimates,

Review whether an additional test environment (ATE) is ordered with required production capacity

In this task, evaluate and ensure that you ordered an ATE with the estimated capacity and that you've activated, prepared, provisioned, and configured it.

Review single sign-on and user group synchronization

In this task, evaluate and ensure that:
  • You've synchronized the Fusion Data Intelligence users, job-specific groups, and roles with the Oracle Fusion Cloud Applications production environment.
  • You've configured single sign-on.
  • The Fusion Data Intelligence administrators are successfully using their Oracle Fusion Cloud Applications production credentials.
  • The production Autonomous AI Lakehouse is accessible, and the administrative user credentials are correct.

Review whether audit and diagnostic logging is enabled

In this task, evaluate and ensure that you enable the audit, network, and diagnostic logs in all environments to assist internal and Oracle support activities.

Recommendations for the Performing Stage

Carefully consider and apply these recommendations when planning your implementation.

Review your data augmentation process

In this task, evaluate and ensure that:
  • You've followed the recommendations for data augmentation.
  • You've consulted the relevant documentation, such as the implementation guide, administration guide, and application reference guides and selected the best solution for each augmentation.
  • You've leveraged the Oracle Fusion Cloud Applications data augmentations.
  • You've leveraged the prebuilt Fusion Data Intelligence components such as custom data configurations, dimension aliases, connectors, and security configuration pipelines.
  • You've ensured the customer-managed data loads are synchronized with the Fusion Data Intelligence pipelines.
  • You've ensured the custom primary key column values are populated and don't contain null values.
  • You've used the custom prefixes when naming the custom data objects.
  • You've joined the custom fact tables to the relevant dimension tables.
  • You've joined the custom dimension tables to the relevant fact tables.
  • The implementation team has Fusion Data Intelligence data augmentation training and experience.

Review your semantic model extensions process

In this task, evaluate and ensure that:
  • The implementation team has the training and experience of working with the Fusion Data Intelligence semantic model.
  • You've secured the custom semantic model objects using the Fusion Data Intelligence object permissions.
  • You've developed the custom semantic model objects according to the recommendations and prebuilt design principles.
  • You've used the custom prefixes when naming the custom semantic model objects.

Review your security extensions process

In this task, evaluate and ensure that:
  • The implementation team has training and experience of security in Fusion Data Intelligence.
  • You've developed the custom security extensions according to the recommendations and prebuilt design principles.
  • You've leveraged the prebuilt security configurations as much as possible (especially regarding Fusion HCM Analytics).
  • You've leveraged the Upload option on the Console to upload security assignments into the prebuilt security context tables.
  • You've ensured the custom security assignments secure access to custom subject areas, reporting content, and data.
  • You've ensured the security assignments for custom attributes are loaded into a custom warehouse table.
  • You've used the network access control and security lists to secure access to the custom data.
  • You've assigned users to the custom security assignments.
  • You've granted appropriate permissions to the custom user groups.
  • You've performed the network threat testing and all services are protected from unauthorized access.

Review the custom report content creation process

In this task, evaluate and ensure that:
  • The implementation team has the training and experience to create reports and visualizations.
  • You've reviewed the latest reference guides to get an overview of the tables, subject areas, and prebuilt analytics to use the most appropriate objects and methods when you customize. See Reference Guides.
  • You've reviewed the report authoring tips explained in each subject area and follow the recommendations in the workbooks.
  • You've developed the custom visualizations and reports according to the recommendations and prebuilt design principles.
  • You've stored the custom report content in custom shared folders in the catalog.
  • You've used the custom prefixes when naming the custom shared folders.
  • You've modeled the custom hierarchical shared folder tree structure after the prebuilt Oracle shared folder structure.
  • You've used the prebuilt metrics wherever possible instead of creating custom calculations.
  • You've ensured the custom shared folder tree uses inheritance to pass permissions to lower levels.
  • You've ensured the custom application roles follow the prebuilt recommendations such as usage of duty roles.
  • The Fusion Data Intelligence service administrator has exclusive read-write access to the root folder and inherits read-write privileges to the entire tree through inheritance.
  • You've leveraged the prebuilt groups and application duty roles as much as possible.
  • You've assigned users to the prebuilt and custom groups that contain prebuilt and custom duty roles.
  • You've granted authors and consumers appropriate access to first-level pillar folders, such as ERP, through duty roles.

Applicable to Fusion HCM Analytics

Always filter on specific dates when using Headcounts or Person counts facts.Within Fusion HCM Analytics, when selecting the metric Headcount, the value returned is always the value as on the last day of the selected period. There is a snapshot for each day, but only the last snapshot of the selected period is useful.

For instance, instead of filtering on a year, filter on the last day of that year. When you display the result by month, filter on the last day of each month. To get the current values filter on Date = To_DateTime(VALUEOF(NQ_SESSION.CURRENT_GREGORIAN_DAY), 'DD-Mon-YY') to select the day of the last pipeline refresh. With these filters, the query reads only a few days instead of reading all the days of the selected period.

Recommendations for the Validating Stage

Carefully consider and apply these recommendations when planning your implementation.

Review the user acceptance process

In this task, evaluate and ensure that:
  • The Oracle Fusion Data Intelligence customer success manager (CSM), where applicable, assisted in developing a successful user adoption plan.
  • The custom subject areas, visualizations, and data are available to appropriate user groups.
  • The unaffected prebuilt content was reaccepted.
  • You've validated the custom metrics.
  • Query response times are acceptable.
  • All users with all security profiles accepted the custom content.
  • You've explained the proper use of the shared folder structure to the authors.
  • Custom data is available to appropriate user groups.

Review the full and incremental data load performance

In this task, evaluate and ensure that:
  • You've scheduled enough time for the initial full data load in the production environment.
  • You've synchronized the custom data loads with the Fusion Data Intelligence pipelines.
  • The full data load using prebuilt and custom data pipelines completed successfully within the required time constraint.
  • The incremental data loads using prebuilt and custom data pipelines completed successfully within the required time constraints.

Review that all queries meet performance requirements

In this task, evaluate and ensure that:
  • All custom SQL queries, including those using custom security predicates, return correct results within the required time frames for concurrent users.
  • The prebuilt SQL queries are unaffected by the customizations.

Review the capacity sizing

In this task, evaluate and ensure that:
  • You're able to monitor the Autonomous AI Lakehouse memory, compute units (CPU), and storage capacity.
  • You're able to monitor the Analytics Cloud memory and CPU capacity.
  • The Autonomous AI Lakehouse and Analytics Cloud sizing is sufficient for the projected data and user growth over the next 90 days.
  • The system raises proactive alerts when usage reaches thresholds that indicate capacity must be increased.
  • You've tested the capacity of the environment where customizations matches the capacity of the production environment.

Review the object and data security profiles

In this task, evaluate and ensure that:
  • Users with custom security profiles can access the same data in Fusion Data Intelligence and the data source environment.
  • Users with custom security profiles can access appropriate subject areas, folders, and report content with proper read and write privileges.
  • Users with prebuilt security profiles aren't affected by the customizations.

Review the accuracy of your data

In this task, evaluate and ensure that:
  • The custom data in Fusion Data Intelligence is as accurate as it is in the data's source system.
  • You've rerun the prebuilt data validations in the production environment and aren't affected by the customizations.

Review the functional requirements

In this task, evaluate and ensure that:
  • You're able to complete the custom visualizations and reports successfully and they return accurate data, hierarchies, and aggregations.
  • The custom metrics are validated.
  • The prebuilt critical metrics are validated and aren't affected by the customizations.
  • The custom subject areas are available for analysis.
  • The custom visualizations are available and informative.

Review the non-functional requirements

In this task, evaluate and ensure that:
  • Full and incremental data loads meet performance requirements.
  • Visualizations and reports meet performance requirements.
  • Network latency meets performance requirements.
  • Capacity and sizing are sufficient for the expected growth in the next 90 days.
  • You've secured the Fusion Data Intelligence services from outside threats.
  • The Fusion Data Intelligence services are creating and receiving network connections as required.
  • The user security profiles properly allow and restrict access to subject areas, visualizations, and data.

Review the success criteria

In this task, evaluate and ensure that:
  • You're able to attain the overall success criteria determined for the customization phase.
  • You're able to achieve user experience and satisfaction criteria.
  • You've met the customization phase timeline.
  • Any outstanding issues are within the allowable range of severity.

Recommendations for the Migrating Stage

Carefully consider and apply these recommendations when planning your implementation.

Verify the release and patch version

In this task, evaluate and ensure that the production environment is on the same release and patch level before migrating.

Review the artifact backup and restore process

In this task, evaluate and ensure that you've:
  • Completely backed up the production environment before migrating the customized content from the test environment.
  • Completely backed up the test environment.
  • Bundled and exported the artifacts in the test environment.
  • Successfully imported the artifact bundles from the test environment into the production environment.

Verify whether the data pipelines are activated

In this task, evaluate and ensure that:
  • You've activated the data pipelines after importing the migrated bundles.
  • The data pipelines completed successfully.

Verify whether the object and data security profiles are activated

In this task, evaluate and ensure that:
  • You've configured single sign-on and it's functional in the production environment.
  • You've synchronized the users and job roles (groups) from the production Oracle Fusion Cloud Applications environment.
  • The pipelines extracted the Oracle Fusion Cloud Applications data and duty application roles.
  • You've activated the security contexts and profiles in the production environment.