2 Set Up Oracle Analytics for Applications

As the cloud account administrator, create the service instance for Oracle Analytics for Applications.

Typical Workflow to Set Up Oracle Analytics for Applications

If you’re setting up Oracle Analytics for Applications for the first time, then follow these tasks as a guide.

Task Description More Information
Create an Oracle Analytics for Applications instance Based on your account having an approved trial or a purchased subscription, create a service instance to manage your cloud resources.

Create an Oracle Analytics for Applications Subscription Instance

Create an Oracle Analytics for Applications Trial Instance

Verify your instance and sign in Verify your service instance when you receive an email from Oracle that your Oracle Analytics for Applications service instance is ready. Verify Your Instance and Sign In

Create an Oracle Analytics for Applications Subscription Instance

Create a service instance to manage your cloud resources.

  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Open the navigation menu. Under Solutions and Platform, click Analytics, and then click Analytics Apps for Fusion.
    You see the service instances page.
  3. On the Instances page, click Create Instance.

    Note:

    If you've neither the approved trials or purchased subscriptions, then the Create Instance button isn't active.
  4. Optionally, select a compartment if you want to place the service instance in a compartment other than the default root compartment that Oracle created for you.

    Note:

    Ensure that you have created a compartment before you select it here. See Managing Compartments.
  5. Provide a display name for the service.
    This name needn't be unique and can contain alphanumeric and special characters.
  6. Provide a name for the instance.
    This name should be unique in your tenancy (only names of deleted services can be reused). Also, this name can contain only alphanumeric characters without spaces.
  7. Provide a description for the service.
    The description is optional and can contain as many as 255 alphanumeric and special characters.
  8. Select Development/Test as your first instance.
  9. Under Offerings, enable Subscription Configuration if applicable.

    Based on your account having an approved trial or purchased subscriptions, the Offerings section displays a toggle to choose Trial Configuration or Subscription Configuration. If you've only approved trials or purchased subscriptions on your account, then the toggle is fixed to either Trial Configuration or Subscription Configuration respectively. If you have both the approved trials and purchased subscriptions, then you can move the toggle to either Trial Configuration or Subscription Configuration.

    If you enable Subscription Configuration, then Oracle Analytics for Applications automatically configures the offerings based on your subscription details. For example, if you've subscribed for 20 ERP users, then you see the number of users for the instance automatically configured to 20 ERP users. If you've subscribed for ERP and HCM, then you see the number of ERP users and number of HCM employees automatically configured based on your subscription details. If you enable Trial Configuration, then Oracle Analytics for Applications automatically sets Intended Use to Development/Test and configures the offerings and number of users based on the approved trial. See Create an Oracle Analytics for Applications Trial Instance.
  10. In Fusion Application Connection, provide the Oracle Applications Cloud URL (not the Login URL) and credentials of the FAWService user from your Oracle Applications Cloud instance.
    The FAWService user is a predefined user provisioned in Oracle Applications Cloud and is used by the data pipeline functionality in Oracle Analytics for Applications. This user account has the appropriate data security privileges granted on the Oracle Applications Cloud view objects to bulk extract data from Oracle Applications Cloud into the data warehouse.

    Note:

    Ensure that you have reset the password for the FAWService user in Oracle Applications Cloud prior to entering the new password. See Reset Passwords.
  11. Optionally, click Test Connection to check the connection to the Oracle Applications Cloud instance and confirm whether the credentials are valid.
  12. In Autonomous Data Warehouse Administrator Credentials, provide an administrator password for the Oracle Autonomous Data Warehouse that's provisioned in your tenancy to store the transformed data.
  13. The email address for notification is pre-populated from the user name. If the user name isn't an email address, then provide a valid email address for notifications.
  14. Optionally, add tags to your instance.
  15. Click Create Instance.
Oracle sends an email to the designated email address when your service is ready. Alternatively, you can display the Activity page to check the current status. When the status changes from CREATING to ACTIVE, the service is ready to use.

Navigate to the Details page for the new service to access the Oracle Analytics for Applications URL and associated Oracle Autonomous Data Warehouse. From here, you can also view or modify details such as the password for your Oracle Applications Cloud instance and the administrator password for the Oracle Autonomous Data Warehouse. You can also delete the service instance that's no longer required.

Verify Your Instance and Sign In

Oracle sends an email to the designated email address when your Oracle Analytics for Applications service instance is ready.

  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Navigate to Solutions and Platform and click Analytics Apps for Fusion.
  3. Navigate to your service instances page.
  4. Navigate to the Analytics Application URL to verify that your Oracle Analytics for Applications service instance is up and running.

Create an Oracle Analytics for Applications Trial Instance

After your request for a trial has been approved, you can create a trial instance for development and testing purposes only.

You can use the trial for its approved duration. On the 60th day from your trial end date, your trial instance is terminated, and you're notified in an email. If you’re satisfied with the product, then you can convert the trial offering to a subscription offering before the end of the trial period. See Convert the Trial Instance to a Subscription Instance.
  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Open the navigation menu. Under Solutions and Platform, click Analytics, and then click Analytics Apps for Fusion.
    If your trial request was approved, you see the service instances page with a message that trials are enabled. For example, if you’ve an approved trial of Oracle Analytics for Financials, then you see a message that trials are enabled for ERP.
  3. On the Instances page, click Create Instance.
  4. Optionally, select a compartment if you want to place the service instance in a compartment other than the default root compartment that Oracle created for you.

    Note:

    Ensure that you have created a compartment before you select it here. See Managing Compartments.
  5. Provide a display name for the service.
    This name needn't be unique and can contain alphanumeric and special characters.
  6. Provide a name for the instance.
    This name should be unique in your tenancy (only names of deleted services can be reused). Also, this name can contain only alphanumeric characters without spaces.
  7. Provide a description for the service.
    The description is optional and can contain as many as 255 alphanumeric and special characters.

    You see the intended use as "Development/Test" and the offerings are automatically configured based on the approved trial. For example if you have an approved trial for 10 ERP users, then you see the number of users for the instance automatically configured to 10 ERP users.

  8. In Fusion Application Connection, provide the Oracle Applications Cloud URL (not the Login URL) and credentials of the FAWService user from your Oracle Applications Cloud instance.
    The FAWService user is a predefined user provisioned in Oracle Applications Cloud and is used by the data pipeline functionality in Oracle Analytics for Applications. This user account has the appropriate data security privileges granted on the Oracle Applications Cloud view objects to bulk extract data from Oracle Applications Cloud into the data warehouse.

    Note:

    Ensure that you have reset the password for the FAWService user in Oracle Applications Cloud prior to entering the new password. See Reset Passwords.
  9. Optionally, click Test Connection to check the connection to the Oracle Applications Cloud instance and confirm whether the credentials are valid.
  10. In Autonomous Data Warehouse Administrator Credentials, provide an administrator password for the Oracle Autonomous Data Warehouse that's provisioned in your tenancy to store the transformed data.
  11. The email address for notification is pre-populated from the user name. If the user name isn't an email address, then provide a valid email address for notifications.
  12. Optionally, add tags to your instance.
  13. Click Create Instance.
Oracle sends an email to the designated email address when your service is ready. Alternatively, you can display the Activity page to check the current status. When the status changes from CREATING to ACTIVE, the service is ready to use.

Navigate to the Details page for the new service to access the Oracle Analytics for Applications URL and associated Oracle Autonomous Data Warehouse. On the Details page, you see the number of trial users. From here, you can also view or modify details such as the password for your Oracle Applications Cloud instance and the administrator password for the Oracle Autonomous Data Warehouse. You can also delete the service instance that's no longer required.

Convert the Trial Instance to a Subscription Instance

If you’re satisfied with the trial offering, then you can contact your Oracle sales representative to place the subscription order for Oracle Analytics for Applications.

After your subscription has been provisioned, you can convert your trial instance to a subscription instance.
  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Open the navigation menu. Under Solutions and Platform, click Analytics, and then click Analytics Apps for Fusion.
    You see the service instances page with your trial instance.
  3. On the Instances page, click your trial instance.
  4. In Offerings, enable the subscription configuration using the Trial or Subscription toggle.
    Oracle Analytics for Applications automatically configures the offerings based on your subscription details. For example, if you've subscribed for 20 ERP users, then you see the number of users for the instance automatically configured to 20 ERP users. If you've subscribed for ERP and HCM, then you see the number of ERP users and number of HCM employees automatically configured based on your subscription details.
  5. Enter Update to confirm the changes to the offerings and then click Save Changes.
    On the Details page of the instance, you see the updated details of your offerings.

About Upgrading and Patching

Upgrade the target data model, when you see a message on the user interface that an upgrade is available and then check and apply the patch.

The Upgrade Target Data Model process adds new pillars, modules, data models (facts and dimension tables), KPIs, cards, and decks. The plans that have been activated are preserved during the upgrade. The activation plans in Saved or Scheduled status are reset to Saved status. To activate these plans, you must set them to Activated status. You can skip an upgrade for one release. However, you must upgrade when the next patch is available.

You must upgrade the target data model first using the Pipeline Activation page. After the target data model upgrade is complete, you check and apply the available patches from the Instance page.

Upgrade the Target Model

You can upgrade the target data model from a previous version to the latest version, when available. For example, upgrade from version 1.1.0.0.0 to 2.0.0.

  1. Sign in to your service.
  2. In Oracle Analytics for Applications, open the Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Pipeline Activation page. If a later version of your target data model is available, then you see the message informing you that a newer version of your target model is available.
  3. On the Pipeline Activation page, click Upgrade adjacent to the message.
  4. On the Upgrade Target Model page, select the target model version that you want to upgrade to and click Next.
  5. In Global Parameters, modify existing or select new values if you want to and click Next. For example, change the value for Analytics Currency from US Dollar to Euro.
  6. In Report Configuration, click your service, for example, Enterprise Resource Planning and under it Oracle Financial Analytics, modify existing or select new values if you want to, and click Next. For example, change the value for Ledgers from ALL to FGST ledger. Select a ledger set, if your organization uses them, and Next.
  7. In Summary, review the global parameters that you have set for the Pipeline target model and the report configurations set for the Reporting target model, and then click Finish.
    You see a message that the upgrade is in progress and that you can’t perform any actions until the upgrade is complete. The time taken to complete the upgrade is based on the amount of data to be processed.

Check and Apply Available Patches

As the administrator, you can check and apply available patches for Oracle Analytics for Applications to your instances.

Typically, Oracle automatically applies patches that contain minor bug fixes. You can apply patches that contain features. Before performing pre-check or applying a patch, ensure that you have upgraded the target data model. See Upgrade the Target Model.
  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Open the navigation menu. Under Solutions and Platform, click Analytics, and then click Analytics Apps for Fusion.
    You see the service instances page.
  3. On the Instances page, click the instance for which you want to check and apply the available patches.
  4. On the instance details page, under Resources, view the available patches in the Patches section.
  5. For an available patch, click Actions, and then click Pre-check.
  6. In the confirmation message, click Pre-check Patch to perform a pre-check operation on the instance. After you see the Pre-check succeeded confirmation, click Close.
  7. For the same patch, click Actions, and then click Apply.
  8. In the confirmation message, click OK.

View Patch History

View the list of patches that you and Oracle have applied to your instance.

  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Navigate to Solutions and Platform and click Analytics Apps for Fusion.
  3. Navigate to your service instances page.
  4. On the Instances page, click the instance for which you want to view the list of patches that have been applied.
  5. On the instance details page, under Resources, click Patch History.
    You see the patches that have been applied to the instance. In the patch details, the Type column identifies whether you or Oracle applied each patch.

View Work Requests

View all the actions performed on your instance.

  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Navigate to Solutions and Platform and click Analytics Apps for Fusion.
  3. Navigate to your service instances page.
  4. On the Instances page, click the instance for which you want to view the list of actions that have been performed.
  5. On the instance details page, under Resources, click Work Requests.
    You see the tasks that have been performed on the instance.

Update the Data Source Connection Details

Update your data source connection details such as the URL for the Oracle Applications Cloud instance that you specified while creating your Oracle Analytics for Applications instance and the password for the FAWService user.

You may want to update the source URL if you want to point to another source environment for Oracle Applications Cloud. You may want to update the password for the FAWService user when your source Oracle Applications Cloud instance has been refreshed from another environment, for example, due to a Production to Test refresh. You also update the password for the FAWService user if the passwords differ between environments or if the password for the FAWService user has expired.
  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Open the navigation menu. Under Solutions and Platform, click Analytics, and then click Analytics Apps for Fusion.
    You see the service instances page.
  3. On the Instances page, click the instance for which you want to update the Oracle Applications Cloud password.
  4. On the instance details page, click Update Fusion Connection.
  5. In the Update Fusion Applications Credentials dialog, enter the new URL and password.
  6. Click Test Connection to verify the updated connection details.
  7. Click Save Changes.

Update the Offerings

You can increase or decrease the number of users in an existing offering or add a new offering.

For example, you can add the Human Capital Management offering to your instance that has the Enterprise Resource Planning offering.
  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Open the navigation menu. Under Solutions and Platform, click Analytics, and then click Analytics Apps for Fusion.
    You see the service instances page.
  3. On the Instances page, click the instance for which you want to update the offerings.
  4. On the instance details page, click Update Offerings.
  5. In the Offerings dialog, change the number of users for an existing offering and if applicable, then select the check box for a new offering and specify the number of users.
  6. Enter Update to confirm the changes and then click Save Changes.

Update the Administrator Password for Oracle Autonomous Data Warehouse

Update the ADMIN schema password for the Oracle Autonomous Data Warehouse that is provisioned in your tenancy if the password for that ADMIN schema has changed.

  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Open the navigation menu. Under Solutions and Platform, click Analytics, and then click Analytics Apps for Fusion.
    You see the service instances page.
  3. On the Instances page, click the instance for which you want to update the administrator password for the Oracle Autonomous Data Warehouse that is provisioned in your tenancy.
  4. On the instance details page, click the Autonomous Data Warehouse name.
  5. On the Autonomous Database Details page, click Actions, and then click Admin Password.
  6. In the Admin Password dialog, provide the password, and then click Update.