Introduction

Use HCM Spreadsheet Data Loader (HDSL) to provide bulk-data loading capabilities for your business users and your inbound integrations. You can configure spreadsheet templates for your specific use cases and assign access to those templates to just the roles that require them.

There are two steps to granting your business and integration users with access to run HCM Spreadsheet Data Loader:

  • Create a role to run HCM Spreadsheet Data Loader. This can grant access to either:
    • The Run Spreadsheet Data Loader task and ability to load data using HSDL for your business users.
    • The dataLoadDataSets REST API for inbound integrations.
  • Assign access to the templates the role can use.

For example, your HR Specialist can be assigned access to preconfigured templates for maintaining Grades, Jobs, and Locations along with custom templates you've created for performing promotions and terminations. Your recruiting inbound integration user can be granted access to a New Hire template.

This tutorial explains how to create and configure the roles required to use HCM Spreadsheet Data Loader.

Objectives

In this tutorial you will:

  • Learn how to grant your business users access to run HCM Spreadsheet Data Loader.
  • Grant access to the REST API for initiating HCM Spreadsheet Data Loader.
  • Configure role data-set access to HSDL templates.
  • Configure the ongoing template maintenance role for your HSDL templates.

Prerequisites

To complete this tutorial, you will need:


Task 1: Grant Business User Access to HCM Spreadsheet Data Loader

This task explains how to update an existing custom role to grant access to load data using HSDL and access the Run Spreadsheet Data Loader task.

Tip:

There are preconfigured roles, such as Human Resource Specialist, Payroll Manager, Payroll Administrator and Compensation Manager that are already granted access to load data using HSDL and have access to the Run Spreadsheet Data Loader task for downloading bulk-loading spreadsheets. Other preconfigured roles have just the ability to load data using HCM Spreadsheet Data Loader but may not have access to the Run Spreadsheet Data Loader task. This is so they can use preconfigured templates available directly from the product pages. Review your role configuration to determine which role hierarchies and privileges are required.
  1. Log in to the application with a user that has Security Console access.
  2. Navigate to Tools > Security Console.
  3. Search for and select your custom role to grant spreadsheet data-loading access.
  4. Click the action list and click Edit.
  5. If you're role doesn't already have access to the Data Exchange work area, add this Function Security Policy:
    6. Function Security Policies
    Policy Name Policy Code Grants Access To
    Manage Data Exchange Work Area HRC_MANAGE_DATA_EXCHANGE_PRIV Data Exchange work area

  6. Add these role hierarchies, as required:
    7. Role Hierarchies
    Role Name Role Code Grants Access To
    Access HCM Spreadsheet Data Loader Templates ORA_HRC_ACCESS_HSDL_TEMPLATES Run Spreadsheet Data Loader task
    Load Data using HCM Spreadsheet Data Loader ORA_HRC_LOAD_DATA_USING_HSDL Load data using HSDL spreadsheets

  7. Save your changes.

    8. Users with this role will now be able access the Run Spreadsheet Data Loader task in the Data Exchange work area.

    This role now needs to be assigned to the templates they can use for bulk-data loading. See Task 3.


Task 2: Grant Access to REST

For external users defined for inbound integrations, such as for use by a recruiting integration, grant access to the dataLoadDataSets REST resource.

  1. Log into the application with Security Console access.
  2. Navigate to Tools > Security Console and click Create Role.
  3. Specify a Role Name and provide a unique role code.

    4. Tip:

    The business objects that a role can use are granted directly to this job role. Consider naming the role for its integration, such as HSDL Recruiting.
  4. Add these Role Hierarchies:
    5. Role Name Role Code Grants Access To
    Use REST Service - Data Load Data Sets ORA_HRC_REST_SERVICE_ACCESS_DATA_LOAD_DATA_SETS The dataLoadDataSets REST API for initiating HDL and HSDL and monitoring data set status.
    Upload data for Human Capital Management file based import HCM_DATALOADER_IMPORT_RWD The hcm/dataloader/import directory on the Oracle WebCenter Content server.

  5. Save your changes.

    6. You can now configure the business objects this role can load data with.


Task 3: Grant Access to HSDL Templates

In this step you'll assign the roles that can use a HSDL template.

Tip:

It's assumed that the template design is complete and has been tested. To grant access to a template requires that you activate it, edits can be restricted after activation.

Assign a Role's Data Set Access

  1. Log into the application with a user that has access to the template you need to assign roles to.

    2. Tip:

    If you've created or imported the template, you will continue to have access to it to assign roles until it's made active. You then only have access if your role is configured to maintain the template. If the template is active and your template designer role doesn't have maintenance access, you'll need template administrator access. Task 5: Grant Spreadsheet Template Administrator Access in the Configure Access to Design and Maintain HCM Spreadsheet Data Loader (HSDL) Templates explains how to create this role.
  2. Navigate to Data Exchange > Spreadsheet Templates.
  3. Search for the template to grant access to and click the template name.
  4. Confirm that roles can be assigned to this template by reviewing that the Assign Roles To Template value is Enabled.
  5. Navigate to the Role Access tab.
  6. Click Add on the Permitted Data Set Operations table.
    7. Click add on the Permitted Data Set Operations table

  7. Search for the role to assign template access to, such as Human Resource Specialist.
    8. search and select the role to assign access

  8. Check the roles to add and click Add.

    9. By default, the role will be assigned access to create, save, and upload data sets.


  9. Alter the data set access as required.
    10. Data Set Operations
    Operation Description
    Create Data sets can be created.
    Save Data set data can be saved to the staging tables.
    Upload Data sets can be uploaded, and valid rows saved to the application.
    Roll Back Data sets can be rolled back, deleting data that was successfully loaded and not subsequently updated. Roll back is only available for a few business objects.
    View All All existing data sets for the template can be downloaded and reviewed, not just those created by the user.

    Tip:

    You may have a template that you need a role to be able to create and save data to the staging tables but not have access to upload that data, and a second role that can't create new data sets but can review data sets created by other users and upload them. This can achieve a form of approval.
  10. Save your changes. If the template is preconfigured, click the Save button on the table toolbar. For custom and imported templates you click the Validate and Save button on the page header.

Assigning Maintenance Access

Once the template is active you can only maintain it if your role is configured to maintain the template, or you have a template administrator role.

These steps describe how to assign template maintenance.

  1. Navigate to the Role Access tab of the HSDL template.
  2. Click Add on the Template Administration table.
    3. Click add on the Permitted Data Set Operations table

  3. Search for the template designer or maintenance role, such as HSDL Template Maintenance and add the roles that can maintain this template.
    4. search and select the role to assign access

  4. Click Validate and Save.

Activating Templates

Only active templates are visible in the Run Spreadsheet Data Loader task and can be used when initiating HSDL using REST. For templates that have a Draft status, complete these steps.

  1. Click on the Define tab.
  2. Update the Status to Active.
    3. search and select the role to assign access

  3. Click Validate and Save.

    4. The template is now available for use.

Tutorials

You can find links to the latest Oracle By Example tutorials in this Cloud Customer Connect topic:

Acknowledgements

  • Authors - Ema Johnson (Senior Principal Product Manager)

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