Overview of Implementation Tasks

This topic outlines the sequence of setup tasks for implementing Product Management.

The sequence of tasks is split across the cloud service administrators and application implementation consultants.

Tasks for the Service Administrator	Description
Step 1- Create a Primary Implementation User	For your consultants to access and begin your implementation process, create the primary implementation user for your lead consultant. Once completed, this user can create additional users for the rest of the implementation team. Tip: Oracle recommends that you set up your implementation users in the Test environment first. Migrate them to Production after they have been tested and validated. To create the primary user, follow these instructions: Sign in with your user ID and password. Select Navigator> Security Console. Click Users. Click Add User Account. Provide the user attributes and click Add Role. To provision the new user with roles, search for a role that includes the Application Implementation Management duty role. Select it and click Add Role Membership. Add the Roles that has the Security Management duty role, at minimum. Close the window. Notify your primary implementation team member that their user ID has been created. Give them their initial password. Note: Oracle recommends that security administrators don't assign these predefined roles directly to users. Instead, make a copy of a predefined role, remove the privileges that your users don't need, and assign users the role that contains only the privileges they need.
Step 2- Create Implementation Projects	Optionally, create Implementation Projects in the Setup and Maintenance work area.
Step 3- Set up Key Implementation Users and Security Profiles	After your environments are provisioned, you as the service administrator have sufficient security abilities to create three implementation users with the necessary roles.

Tasks for the Service Administrator

Description

Step 1- Create a Primary Implementation User

For your consultants to access and begin your implementation process, create the primary implementation user for your lead consultant.

Once completed, this user can create additional users for the rest of the implementation team.

Tip: Oracle recommends that you set up your implementation users in the Test environment first. Migrate them to Production after they have been tested and validated.

To create the primary user, follow these instructions:

Sign in with your user ID and password.
Select Navigator> Security Console.
Click Users.
Click Add User Account.
Provide the user attributes and click Add Role.
To provision the new user with roles, search for a role that includes the Application Implementation Management duty role. Select it and click Add Role Membership.
Add the Roles that has the Security Management duty role, at minimum.
Close the window.

Notify your primary implementation team member that their user ID has been created. Give them their initial password.

Note: Oracle recommends that security administrators don't assign these predefined roles directly to users. Instead, make a copy of a predefined role, remove the privileges that your users don't need, and assign users the role that contains only the privileges they need.

Step 2- Create Implementation Projects

Optionally, create Implementation Projects in the Setup and Maintenance work area.

Step 3- Set up Key Implementation Users and Security Profiles

After your environments are provisioned, you as the service administrator have sufficient security abilities to create three implementation users with the necessary roles.

Tasks for Application Implementation Consultant	Description
Step 4- Create Data Roles and Assign Security Profiles	You can secure data by provisioning roles that provide the necessary access rights. Data roles apply explicit data security policies on job and abstract roles. Create and maintain data roles in the Authorization Policy Manager. Assign a predefined security profile to relevant job or abstract roles using the Oracle Human Capital Management (HCM) setup task Manage Data Role and Security Profiles. The following job and duty roles are shipped with the product. You can copy these to create additional roles as necessary: Innovation Management: Product Design Engineer: Concept Development Duty Product Design Manager: Concept Management Duty Product Manager: Product Proposal Management Duty Idea Management Duty Product Development: Product Manager: Product Development Duty Idea Management Duty Product Hub: Product Manager Product Data Steward Note: Oracle recommends that security administrators don't assign these predefined roles directly to users. Instead, make a copy of a predefined role, remove the privileges that your users don't need, and assign users the role that contains only the privileges they need.
Step 5- Create End Users	To create end users, follow these instructions: Sign in with your user ID and password. Select Navigator> Security Console. Click Users. Click Add User Account. Provide the user attributes and click Add Role. To provision the new user with roles, search for the relevant role and click Add Role Membership. Note: Innovation Management includes additional steps.
Step 6- Perform Common Application Configuration	For more detailed information on common implementation tasks for all SCM products, see Oracle Fusion Cloud SCM: Implementing Common Features for SCM guide.

Tasks for Application Implementation Consultant

Description

Step 4- Create Data Roles and Assign Security Profiles

You can secure data by provisioning roles that provide the necessary access rights.

Data roles apply explicit data security policies on job and abstract roles. Create and maintain data roles in the Authorization Policy Manager.

Assign a predefined security profile to relevant job or abstract roles using the Oracle Human Capital Management (HCM) setup task Manage Data Role and Security Profiles.

The following job and duty roles are shipped with the product. You can copy these to create additional roles as necessary:

Innovation Management:

Product Design Engineer: Concept Development Duty
Product Design Manager: Concept Management Duty
Product Manager: Product Proposal Management Duty
Idea Management Duty

Product Development:

Product Manager: Product Development Duty
Idea Management Duty

Product Hub:

Product Manager
Product Data Steward

Step 5- Create End Users

To create end users, follow these instructions:

Sign in with your user ID and password.
Select Navigator> Security Console.
Click Users.
Click Add User Account.
Provide the user attributes and click Add Role.
To provision the new user with roles, search for the relevant role and click Add Role Membership.

Note: Innovation Management includes additional steps.

Step 6- Perform Common Application Configuration

For more detailed information on common implementation tasks for all SCM products, see Oracle Fusion Cloud SCM: Implementing Common Features for SCM guide.