2 Set Up Oracle Fusion Analytics Warehouse

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

Typical Workflow to Set Up Oracle Fusion Analytics Warehouse

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

If you’re setting up Fusion Analytics Warehouse with single sign-on, then complete the tasks in the Set Up Provisioning with Single Sign-On before creating a Fusion Analytics Warehouse instance associated with the federated Oracle Identity Cloud Service instance. If you’re setting up Fusion Analytics Warehouse without single sign-on, then proceed to the task of creating a Fusion Analytics Warehouse instance associated with the default Oracle Identity Cloud Service instance.

Task Description More Information
Set up provisioning with single sign-on. Provisioning with single sign-on enables you to synchronize users and roles in Oracle Applications Cloud with Oracle Identity Cloud Service and then enable these users to access Oracle Fusion Analytics Warehouse.
To set up provisioning with single sign-on, you must complete the following tasks:
  1. Note the Oracle Identity Cloud Service details in the mail notifying you of the Identity Cloud account associated with your Oracle Applications Cloud instance.
  2. Set up synchronization of Oracle Applications Cloud with the Oracle Identity Cloud Service instance specified in the Identity Cloud account associated with your Oracle Applications Cloud instance.
  3. Federate the Oracle Identity Cloud Service instance specified in the Identity Cloud account associated with your Oracle Applications Cloud instance to the Oracle Cloud Infrastructure tenancy where Fusion Analytics Warehouse is provisioned.
  4. Sign in to the Oracle Cloud Infrastructure tenancy where Fusion Analytics Warehouse is provisioned using the federated Oracle Identity Cloud Service instance.
Set Up Provisioning with Single Sign-On
Create an Oracle Fusion Analytics Warehouse 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 Fusion Analytics Warehouse Subscription Instance

Create an Oracle Fusion Analytics Warehouse Trial Instance

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

Set Up Provisioning with Single Sign-On

Provisioning Oracle Fusion Analytics Warehouse with single sign-on enables you to synchronize users and roles in Oracle Applications Cloud with Oracle Identity Cloud Service and then enable these users to access Oracle Fusion Analytics Warehouse.

To set up provisioning with single sign-on, you must complete these tasks:
  1. Note the Oracle Identity Cloud Service details in the mail notifying you of the Identity Cloud account associated with your Oracle Applications Cloud instance.
  2. Set up synchronization of Oracle Applications Cloud with the Oracle Identity Cloud Service instance specified in the Identity Cloud account associated with your Oracle Applications Cloud instance.
  3. Federate the Oracle Identity Cloud Service instance specified in the Identity Cloud account associated with your Oracle Applications Cloud instance to the Oracle Cloud Infrastructure tenancy where Fusion Analytics Warehouse is provisioned.
  4. Sign in to the Oracle Cloud Infrastructure tenancy where Fusion Analytics Warehouse is provisioned using the federated Oracle Identity Cloud Service instance.

Note the Oracle Identity Cloud Service Details

You must note the Oracle Identity Cloud Service details in the mail notifying you of the Identity Cloud account associated with your Oracle Applications Cloud instance.

As the administrator of Oracle Applications Cloud, you would have received emails from “servicestatus_us” notifying you of your Identity Cloud account associated with your Oracle Applications Cloud instance. The email is titled “Action Required: Please Use the NEW Oracle Admin Account”. You must’ve received this email sometime between October and December 2019.
  1. From the email, note the Oracle Identity Cloud Service details for each of the development and production instances from the email for each of the Oracle Applications Cloud environments.
  2. If the email isn’t available, then you can raise a service request to obtain information about your Oracle Applications Cloud GetClean Account.

Set Up Synchronization of Oracle Applications Cloud with Oracle Identity Cloud Service

You must set up the synchronization of Oracle Applications Cloud with the Oracle Identity Cloud Service instance specified in your Oracle Applications Cloud GetClean account.

  1. Sign in to Oracle Identity Cloud Service using the URL that you obtained in Note the Oracle Identity Cloud Service Details.
    If you don’t remember the password or have changed the password, then request for the password by clicking Click here next to Need help signing in?.
  2. Get the federation details (client ID and secret) from your Oracle Applications Cloud GetClean account using these steps:
    1. Navigate to Home and then Applications.
    2. Click Oracle Applications Cloud (Fusion).
    3. Open a text file.
    4. Copy the URL from the browser until “identity.oraclecloud.com” and paste it in your text file.
    5. On the Oracle Applications Cloud (Fusion) page, click Configuration and then expand General Information.
    6. Copy the client ID and paste it in the text file.
    7. Click Show Secret, copy the text, paste it in the text file, and then save the text file.
  3. Enable synchronization of Oracle Applications Cloud with the Oracle Identity Cloud Service instance specified in your Oracle Applications Cloud GetClean account using these steps:
    1. On the Oracle Applications Cloud (Fusion) page, under Configuration, expand Client Configuration.
    2. Scroll down and click Add.
    3. Select Application Administrator and Domain Identity Administrator and then click Add.
    4. On the Oracle Applications Cloud (Fusion) page, click Provisioning and perform these steps:
      1. Activate Enable Provisioning.
      2. Under Select Provisioning Operations, select Authoritative Sync.
      3. Activate Enable Synchronization.
    5. Click Save.
    6. Under Provisioning, expand Configure Connectivity and click Test Connectivity.
  4. Confirm that the synchronization of Oracle Applications Cloud with Oracle Identity Cloud Service was set up successfully by viewing the users and job roles along with user to roles mappings before and after synchronization.

Federate the Oracle Identity Cloud Service Instance to Your Oracle Cloud Infrastructure Tenancy

Federate the Oracle Identity Cloud Service instance specified in your Oracle Applications Cloud GetClean account to the Oracle Cloud Infrastructure tenancy where Oracle Fusion Analytics Warehouse is provisioned.

  1. Sign in to your Oracle Cloud account that contains the tenancy where Oracle Fusion Analytics Warehouse is provisioned (in certain cases this can be same as your Oracle Applications Cloud account).
  2. On the Oracle Cloud Home, navigate to Identity and then click Federation.
  3. On the Federation page, click Add Identity Provider.
  4. Federate the Oracle Identity Cloud Service instance to the Oracle Cloud Infrastructure tenancy using these steps:
    1. On the Add Identity Provider page, enter a name in lower case.
    2. Enter a description.
    3. Select Oracle Identity Cloud Service.
    4. Enter the URL, client ID, and client secret that you had saved in a text file in Set Up Synchronization of Oracle Applications Cloud with Oracle Identity Cloud Service.
    5. Scroll down and click Continue at the bottom of the Add Identity Provider page.
    6. In the next page, map IDCS_Administrators under Identity Provider Group to Administrators under OCI Group and click Add Provider.
    7. On the Federation page, note the name of the newly added provider.

Sign in to Oracle Cloud Infrastructure using the Federated Oracle Identity Cloud Service Instance

You must sign in to Oracle Cloud Infrastructure using the federated Oracle Identity Cloud Service instance to create your Oracle Fusion Analytics Warehouse instance.

  1. Sign in to the Oracle Cloud Infrastructure by selecting the tenancy where Oracle Fusion Analytics Warehouse is provisioned and under Single Sign-On (SSO), select the identity provider that you added in Federate the Oracle Identity Cloud Service Instance to Your Oracle Cloud Infrastructure Tenancy.
  2. In the Oracle Cloud Account Sign In dialog, click Oracle Applications Cloud.
  3. In the Sign In Oracle Applications Cloud dialog, enter your Oracle Applications Cloud credentials and click Sign In.
    You see the Oracle Cloud Infrastructure's Console Home page.

Create an Oracle Fusion Analytics Warehouse Subscription Instance

Create a service instance to manage your cloud resources.

  1. Sign in to the Oracle Cloud Infrastructure Console.
    If you've provisioned FAW with single sign-on, then sign in using the federated Oracle Identity Cloud Service. See Set Up Provisioning with Single Sign-On.
  2. Open the navigation menu. Under Solutions and Platform, click Analytics, and then click Fusion Analytics Warehouse.
    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 Fusion Analytics Warehouse 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 Fusion Analytics Warehouse automatically sets Intended Use to Development/Test and configures the offerings and number of users based on the approved trial. See Create an Oracle Fusion Analytics Warehouse 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 Fusion Analytics Warehouse. 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 Fusion Analytics Warehouse 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.

If you had set up provisioning of Oracle Fusion Analytics Warehouse with single sign-on, then your service is associated with the federated Oracle Identity Cloud Service instance. If you hadn’t set up single sign-on for Oracle Fusion Analytics Warehouse, then your service is associated with the default Oracle Identity Cloud Service instance that you received with your Oracle Cloud account.

Verify Your Instance and Sign In

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

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

Create an Oracle Fusion Analytics Warehouse 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 Fusion Analytics Warehouse.
    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 Fusion ERP Analytics, 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 Fusion Analytics Warehouse. 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 Fusion Analytics Warehouse 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 Fusion Analytics Warehouse.

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 Fusion Analytics Warehouse.
    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 Fusion Analytics Warehouse 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 can upgrade the target data model using the Pipeline Activation 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 Fusion Analytics Warehouse, open the Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Configuration 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 Data Configuration 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.

    Note:

    After the data model upgrade is completed, if a content upgrade is scheduled for that day, Oracle automatically applies the instance patch to upgrade the content. Optionally, you can schedule when to run the content patch upgrade. See Schedule the Content Patch Upgrade.

Schedule the Content Patch Upgrade

When a content patch upgrade is available, you can schedule when to run it. You see the content and data model patches on the Data Configuration page when they are available for upgrade.

  1. Sign in to your service.
  2. In Oracle Fusion Analytics Warehouse, open the Application Navigation menu, click Console, and then click Data Pipeline.
    You see the Data Configuration page. When a content patch upgrade is available, you see a message with a link to the details of the content patch and a link to schedule the upgrade.
  3. In the content patch upgrade message, click Details to view additional information about the content patch.
  4. In the content patch upgrade message,click Upgrade to specify the date on which you want the content patch upgrade to happen.
    You see a confirmation message and the scheduled date on the Data Configuration page. You can click Dismiss to stop seeing the message about the content patch upgrade. You can also change the scheduled upgrade date. On the specified date, Oracle Fusion Analytics Warehouse upgrades the content patch after the pipeline incremental jobs are completed. When the upgrade is in progress, you see a notification informing you that the content patch upgrade is in progress. You see another notification when the upgrade process is completed successfully.

    Follow the messages on the user interface if you can't schedule the upgrade or after scheduling, the content patch upgrade process fails.

View Patch History

View the list of patches that Oracle has applied to your instance.

  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Navigate to Solutions and Platform and click Fusion Analytics Warehouse.
  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.

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 Fusion Analytics Warehouse.
  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 Fusion Analytics Warehouse 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. Prior to entering the new password, ensure that you have reset the password for the FAWService user in Oracle Applications Cloud. See Reset Passwords.
  1. Sign in to the Oracle Cloud Infrastructure Console.
  2. Open the navigation menu. Under Solutions and Platform, click Analytics, and then click Fusion Analytics Warehouse.
    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 Fusion Analytics Warehouse.
    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 Fusion Analytics Warehouse.
    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 Update Admin Password.
  5. In the Update Autonomous Datawarehouse Credentials dialog, enter and confirm the new password, and then click Save Changes.