1. Load data into Oracle Fusion Cloud Human Capital Management (HCM)
  2. Learn About Loading Data into Oracle Fusion Cloud Human Capital Management

Learn About Loading Data into Oracle Fusion Cloud Human Capital Management

Use the Oracle Fusion Cloud Human Capital Management (HCM) Data Loader for bulk-loading large amounts of data into Oracle Cloud HCM. The HCM Data Loader along with the Oracle WebCenter Content (Universal Content Manager or UCM) server enables fast and secure data loading.

About the Architectural Components

The architecture used to bulk-load data to Oracle Cloud HCM by using the HCM Data Loader includes the following components:

  • Oracle Cloud HCM web UI: A comprehensive user interface that you can use for loading data, monitoring progress, and reviewing errors. It provides real-time information for all stages of processing. The Oracle Cloud HCM user interface shows detailed information about the component hierarchies and attributes of supported business objects.

  • HCM Data Loader: A convenient and powerful tool that you can use for data migration, data maintenance, and coexistence scenarios where human resources data is uploaded regularly to Oracle Cloud HCM. HCM Data Loader provides a SOAP API to automate the process of bulk-loading of data.

  • Oracle WebCenter Content: The infrastructure used to stage data files for processing by HCM Data Loader using WebCenter Content SOAP APIs and Java APIs to automate the process.

Before You Begin

Before you begin, review the following resources:

You must install the WebCenter Content Transfer Utility. The WebCenter Content Transfer Utility interface is part of WebCenter Content. The Utility has the following two options:

  • The preferred generic SOAP-based transfer utility (oracle.ucm.fa_genericclient.jar) which requires the Oracle JRF Web Service supporting libraries and uses JAX/WS over HTTPS to communicate with the WebCenter Content server.

  • The original RIDC-based transfer utility (oracle.ucm.fa_client.jar), which is a feature-set Java library that encapsulates WebCenter Content RIDC and uses standard HTTPS to communicate with the WebCenter Content server. This tool won't work in the Oracle Fusion Cloud Applications environment because of authentication limitations that currently cannot be handled universally and programmatically.

In this solution, you must download the preferred generic SOAP-based transfer utility (oracle.ucm.fa_genericclient.jar).

Follow these steps to download and install the WebCenter Content Transfer Utility:

  1. Go to Oracle WebCenter Content Downloads page in your browser.
  2. From the Optional Software Downloads section, download WebCenter Content Transfer Utility after you review and accept the Oracle License Agreement.
  3. Extract the ZIP file.
  4. Review the WebCenter Content Document Transfer Utility Readme.html to learn about the requirements and dependencies.
  5. Install the preferred generic SOAP-based transfer utility (oracle.ucm.fa_genericclient.jar).

Upload ZIP Files to Oracle Cloud HCM Using HCM Data Loader

Perform these tasks to upload ZIP files to Oracle Cloud HCM using HCM Data Loader:

  1. Upload a ZIP file containing your DAT files on the WebCenter Content server.
  2. Submit a request to HCM Data Loader to import and load the ZIP file. For this step, you can use either the HCM Data Loader interface or the HcmCommonDataLoader web service. If you want, you can encrypt the data using PGP (Pretty Good Privacy) encryption.
  3. If you use the HCMCommonDataLoader web service, execute the importaAndLoadData function from the web service.
  4. HCM Data Loader decompresses the ZIP file and imports individual data lines to its stage tables. The stage tables group related data lines to form business objects. The the HCM Data Loader interface displays the errors during the import phase.
  5. HCM Data Loader calls the relevant logical object interface method (delivered in product services) to load valid objects to the application tables. Any errors that occur during the load phase are reported in the HCM Data Loader interface.
  6. Review any errors from the import and load phases. You use either the HCM Data Loader interface or the getDataSetStatus method from the HCM Data Loader web service.
  7. Correct errors from the import phase and the load phase in your source data.
  8. Place a new ZIP file containing the corrected data on the WebCenter Content server.
This diagram provides a high-level summary of the process outlined in the preceding steps:

Description of hcm-data-load.png follows
Description of the illustration hcm-data-load.png

About Tools for Staging Files on the Oracle WebCenter Content Server

You can stage a ZIP file on the Oracle WebCenter Content server by using one of these tools:

  • The Oracle Fusion Cloud Applications File Import and Export interface

  • The WebCenter Content Document Transfer Utility

  • The WebCenter Content Generic SOAP Web Service

About Required Services and Roles

You will need access to the following services:

  • Oracle Fusion Cloud Human Capital Management

  • Oracle WebCenter Content

These are the roles needed for each service.

Service Name: Role Required to...
Oracle Cloud HCM: HCM Data Loader Configure HCM Data Loader and HCM Spreadsheet Data Loader for bulk data loading. Import and load data using HCM Data Loader. Manage access to spreadsheet templates, and configure spreadsheets to suit business needs.
Oracle Cloud HCM: HCM Integration Specialist Access to view recent file loads, view business objects, import and load data, delete stage table data tasks in the Data Exchange work area in Oracle Cloud HCM.
Oracle WebCenter Content: File Import and Export Management Duty (FND_FILE_IMPORT_AND_EXPORT_MANAGEMENT_DUTY) Upload files to the Oracle WebCenter Content server.

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