Redwood Experience for HCM Extracts: Extract Definitions

Use the redesigned Extract Definitions page, developed with the Redwood toolset, to create, manage, and work with HCM extract definitions in a modern, streamlined experience.

The page includes your existing extract definitions as well as predefined, seeded extract definitions delivered by Oracle. You can use a seeded extract definition as a starting point by copying it and then configuring the copied definition to meet your business requirements.

Search for an extract definition by name, or refine the displayed definitions using filters such as type, status, and legislative data group. You can also sort the list of extract definitions.

Extract definitions landing page

Extract Definitions page

Import an extract definition

Import an existing extract definition from the Extract Definitions page. Specify a definition name and legislative data group, select or drop the file containing the extract definition, and indicate whether it's a changes-only extract.

Import definition

Import an extract definition

Manage existing extract definitions

Use the actions available for an existing extract definition to manage it directly from the Extract Definitions page. Depending on the extract, you can copy, export, rename, delete, or upgrade the definition. You can also review its dependencies and hierarchy.

Action overview menu for an extract definition

Manage existing extract definitions

Copy an extract definition

Create a new extract definition based on an existing definition and specify the applicable details for the copied definition, including whether it's a changes-only extract.

Copy extract definition

Copy an extract definition

Export an extract definition Export an existing extract definition to download it as an XML file. A notification confirms when the extract definition is successfully exported.

Delete an extract definition Delete an extract definition when it's no longer required. Before the definition is deleted, a confirmation message prompts you to confirm the action, helping prevent accidental deletion.

Rename an extract definition

Rename an existing extract definition directly from the Extract Definitions page.

Rename the extract definition

Rename an extract definition

Upgrade an extract definition

Upgrade an existing extract definition to run on the latest version of the extract engine by providing the applicable definition details before validating or continuing with the upgrade.

Upgrade definition

Upgrade an extract definition

Review extract dependencies

Review the objects that an extract definition depends on to understand related objects before making changes to the definition.

Extract dependencies

Review extract dependencies

View the extract hierarchy

View the hierarchical structure of an extract definition, including its data groups and records. The hierarchy provides a quick way to understand the structure of an existing extract without opening each component individually.

VIew extract hierarchy

View the extract hierarchy

Create an extract definition

You can create an extract definition from a predefined template or configure a new definition yourself. Select Create From Template for a guided starting point based on a predefined configuration or select Create New to configure the extract based on your requirements.

Create definition

Create an extract definition

Create an Extract definition from a template

Step 1: Select a template

Select Create from Template to start with a predefined extract configuration. Browse the available templates by extract type and select the template that best matches your business requirement.

Templates provide a guided starting point for commonly used extracts and reduce the amount of configuration required to create an extract definition.

Create from template

Step 2: Enter extract information

After selecting a template, provide the information required for the new extract, such as its name, start date, consumer, additional details, and changes-only setting. Continue through the guided process to complete the extract definition.

Enter extract information

Step 3: Select data groups

Select the business objects and data groups to include in the extract. Configure attributes and filter criteria as needed.

Enter information

select attributes

Step 4: Review and create

Review the extract information, selected business objects, attributes, and filter criteria before creating the extract definition.

Review and create the extract template

Create a new extract definition

Select Create New to configure a new extract definition. The guided experience organizes extract creation into Define, Design, Deliver, and Validate stages.

Create a new extract definition

Select the extract type and enter the applicable information, such as the name, start date, consumer, and legislative data group.

Define:

In the Define stage, specify the basic properties of the extract and configure its parameters.

Define extract parameters

Design:

Use the Design stage to configure the structure of the extract. Define properties for the root data group and configure the user entity and applicable threading options.

Design extract definition

Deliver:

Use the Deliver stage to configure how generated extract data is delivered. You can add delivery options and configure report categories and their associated details.

Deliver the extract

Create delivery option:

Create a delivery option by specifying its name, delivery type, output type, and output name. Delivery options determine how the generated extract output is distributed.

Create a delivery option

Create report category:

Create report categories for the extract by specifying a short name, category name, and optional description.

create report category

Add additional details:

Add additional details associated with a delivery option when required by the extract configuration.

add additional details

Validate the extract definition

Use the Validate stage to review the extract execution tree and validate the data group hierarchy. You can also export the XML schema and access diagnostic information to help verify the extract configuration.

validate

Preview the extract definition

After validating the extract definition, preview it to review the configuration before submitting it for processing. The preview provides a consolidated view of the extract and helps you verify the setup before running it.

preview

Run and review an extract

After configuring and validating an extract definition, submit the extract for processing and review the generated results.

run and submit extract

The redesigned Extract Definitions experience makes it easier to create, find, and manage HCM extracts. Guided workflows and reusable templates simplify extract creation, while improved management and validation capabilities help you configure and maintain extract definitions more efficiently.

Steps to enable and configure

To work with the new Extract Definitions page, enable the associated profile option. The profile option is disabled by default; set it to Yes to access the page.

 Profile Option Code  Profile Option Display Name  Default Value
ORA_HCM_EXTRACT_DEFINITIONS_REDWOOD_ENABLED Enable Redwood Extract Definitions  No

Tips and considerations

  • The Extract Definitions page includes existing extract definitions and Oracle-delivered seeded extract definitions. To customize a seeded extract definition for your requirements, copy the definition and configure the copy rather than modifying the seeded definition directly.
  • When creating an extract definition, choose the starting point that best fits your requirements. You can copy an existing or seeded definition, import an extract definition, create one from a template, or use Create New to configure a new definition. Your draft currently exposes all of these paths, but doesn't yet bring them together for the customer.
  • Use Preview after configuring and validating an extract definition to review its configuration before submitting it for processing.
  • Exported extract definitions are downloaded as XML files, which can be useful when you need to reuse or transfer a definition.
  • Deleting an extract definition requires confirmation before the definition is removed.

Key resources

For more information, see How do I enable a profile option? 

Access requirements

The Extract Definitions page is secured with the function security privilege: PER_MANAGE_HCM_EXTRACT_DEFINITION_PRIV