4 Log in and Start Checklist for Oracle Enterprise Data Management Cloud Owners

Welcome Oracle Enterprise Data Management Cloud Owners!

Here’s a checklist to help you get going with Oracle Enterprise Data Management Cloud on Day 1 of your experience, with links to documentation and other resources.

Note:

This checklist is meant to be a general guideline for tasks to be performed on Day 1 after the Oracle Enterprise Data Management Cloud application is ready to use. It is assumed that the Oracle Enterprise Data Management Cloud business process has already been set up and that application roles have been assigned by the service administrator. There may be more or fewer tasks required for this role on Day 1, depending on your organization’s requirements, the application design, and the application roles you have been assigned.

Configure Application Metadata

1. Learn about views and viewpoints.

   Read these topics:

   • Working with Views (5 minutes)
   • About Viewpoints (15 minutes)
2. Create views and viewpoints.

   Read these topics:

   • Creating a View (5 minutes)
   • Creating a Viewpoint (5 minutes)

   Watch this video: Creating Views and Viewpoints (4 minutes)

3. Get familiar with the data chain and data chain objects in Oracle Enterprise Data Management Cloud.

   • Read these topics:

     • Understanding Data Chains (15 minutes)
     • Working with Node Types (15 minutes)
     • Working with Hierarchy Sets (15 minutes)
     • Working with Node Sets (15 minutes)
   • Watch these videos:
     • Setting Up Node Types (7 minutes)
     • Creating Hierarchy Sets (4 minutes)
     • Creating Node Sets (2 minutes)
4. Learn about properties.

   Read this: Working with Properties (15 minutes)

Align Data Across Applications and Create Subscriptions

1. Learn about sharing data across applications.
   • Read these topics:
     • Aligning Dimensions Across Applications (15 minutes)
     • Sharing Changes Across Applications (15 minutes)
   • Watch this video: Sharing Data Across Applications (5 minutes)
2. Learn about subscriptions.

   Read this: Subscribing to Viewpoints (15 minutes)

   Watch this video: Overview: Automating Change Management With Subscriptions in Enterprise Data Management Cloud (5 minutes)

3. Create subscriptions.

   Read this: Creating, Editing, and Validating Subscriptions (15 minutes)

4. Review the Subscriptions report.

   Read this: Subscriptions Reports (10 minutes)

Configure Imports, Exports, and Extracts

1. Learn about bindings and bound data objects.

   Read this: Understanding Bindings and Bound Data Objects (15 minutes)

2. Learn about importing and exporting dimensions from Oracle Enterprise Data Management Cloud.

   Read this these topics:

   • Importing Dimensions (20 minutes)

   • Exporting Dimensions (10 minutes)

   Watch these videos:

   • Importing and Exporting Application Data (6 minutes)
   • Overview: Understanding Import Modes (7 minutes)
3. Learn about configuring extracts.

   Read this: Working With Extracts (15 minutes)

   Watch this video: Overview: Extracting Data (5 minutes)

Assign Permissions

1. Learn about permissions and data access.

   Read this: Understanding Application Roles and Permissions (10 minutes)

   Watch this video: Setting Up Roles and Permissions in Oracle Enterprise Data Management Cloud (6 minutes)

2. Assign permissions to data objects.

   Read these topics:

   • Working with Permissions (20 minutes)
   • Configuring Data Access (15 minutes)

Define Policies

1. Learn about approval, commit, and notification policies.

   Read this: Configuring Policies (15 minutes)

   Watch this video: Configuring Approval Policies in Oracle Enterprise Data Management Cloud (9 minutes)

   Step through this tutorial: Using Workflow Approvals in Oracle Enterprise Data Management Cloud (43 minutes)

2. Configure approval, commit, and notification policies.

   Read these topics:

   • Creating and Enabling Approval Policies (15 minutes)
   • Creating and Enabling Commit Policies (15 minutes)
   • Creating and Enabling Notification Policies (10 minutes)
3. Review the Permissions and Polices report. Read this topic: Permissions and Policies Reports (10 minutes).

Manage Business Rules

1. Get familiar with custom business logic.

   Read these topics:

   • Using Expressions to Define Custom Business Logic (10 minutes)
   • Expression Builder Overview (15 minutes)

   Watch this video: Overview: Custom Business Logic in Enterprise Data Management (3 minutes)

   Step through this tutorial: Finding a parent node using a node type converter expression (15 minutes)

2. Define custom business logic to derive the value of a property.

   Read this: Derived Properties (15 minutes)

   Watch this video: Deriving Properties with Expressions (5 minutes)

3. Define custom business logic to create a custom validation and view the Custom Validation report.

   Read this: Working with Custom Validations (10 minutes)

   Read this: Custom Validations Report (10 minutes)