Fusion Implementing Offerings Using Functional Setup Manager.pdf

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All rights reserved. | 2 Upcoming Advisor Webcast Schedule  Check out Document ID 740966.1  Select your area of interest  Scan through the list of Current Topics  Register for the session of your interest Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 3 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 4 Oracle Advisor Webcast Fusion Applications : Implementing Offerings Using Functional Setup Manager Vaibhav Chourey Senior Software Engineer April 07, 2016 Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 5 | 6 .Objectives • FSM Key Concepts • Flow of Implementing an Offering • Offering\Project Based Implementation • Known issues\Working with Support Copyright © 2016. All rights reserved. Oracle and/or its affiliates. All rights reserved.Agenda 1 Offering Overview 2 Configuring Offerings 3 Implementing Offerings 4 Importing and Exporting Setup Data 5 Known issues(Remote Region) 6 Working with Support 7 Make Use Of FSM Knowledge base Copyright © 2016. Oracle and/or its affiliates. | 7 . Offering Overview Copyright © 2016. Oracle and/or its affiliates. All rights reserved. | 8 . deployment.About Function Setup Manager . implementation. All rights reserved. and ongoing maintenance of Oracle Fusion applications through selfservice administration.FSM  Oracle Fusion Functional Setup Manager enables rapid and efficient planning. | 9 . configuration. Copyright © 2016. Oracle and/or its affiliates. | 10 . All rights reserved. Oracle and/or its affiliates.Accessing FSM Copyright © 2016. FIN etc • Highest level grouping of Oracle Fusion Applications functionality that is provisioned. | 11 . Oracle and/or its affiliates. implemented and administered as a unit • Typically aligns with a major enterprise business process • Should be self-contained without depending on other Offerings to provide its full functionality Copyright © 2016.CRM.Primary drivers of functional setup of Oracle Fusion applications. All rights reserved.Offering Overview • Offering . Exa : HCM. Key Components of an Offering Offering Base Functional Area Optional Yes/No: Feature Single Select Task & Task List Multi Select Copyright © 2016. All rights reserved. | 12 . Oracle and/or its affiliates. e. Must be implemented in order for the offering to be operational. Oracle and/or its affiliates. | 13 .Functional Area Represents a Functional module – i. each Offering has multiple Functional Areas.. Base Optional Navigator ->Setup and Maintenance -> Implementation Objects -> Manage Offerings and Functional Areas Copyright © 2016.  Optional functional areas support processes or functionality that can be implemented at your discretion depending on the business requirements..  BASE functional areas support core functionality for an offering. All rights reserved. grouping of functionality within an offering. All rights reserved. | 14 .Features  Represents optional/alternative business methods/rules applicable to an Offering functionality. Oracle and/or its affiliates.  Is 1 of 3 types depending on how a rule typically applies to the business practices of a given enterprise  Yes/No: Rule either applies or it does not  Single Select: Only one among multiple choices applies  Multi Select: More than one among multiple choices apply.  Navigator -> Setup and Maintenance -> Implementation Objects -> Manage Features Copyright © 2016. Tasks & Task List Tasks Units of work needed to set up an Offering. | 15 . Copyright © 2016. All rights reserved. Users will perform them to manage setup data They are typically associated with a program such as UI or web service  Task lists  Groupings of setup tasks that are performed together  Top Task List – is associated with an Offering which must include ALL tasks needed for its end-to-end setup requirements. Oracle and/or its affiliates. Oracle and/or its affiliates. | 16 .Configuring Offerings Copyright © 2016. All rights reserved. Configuring Offerings  Configure Offerings in FSM is to select the Offerings. Functional Areas. | 17 . Oracle and/or its affiliates. All rights reserved. the changes won’t have any influence on any of the EXISTING IMPLEMENTATION TASK LISTS . While Offering Configuration CAN BE CHANGED any time.  Configuration Decisions: • Provisioned Offerings • Enabling Offerings • Configuring Feature Choices • Implementation Status Copyright © 2016. Options and Features that are applicable to their business requirements.  The configuration of the Offerings will determine how FSM generates list of setup tasks during implementation phase. but will be reflected in any new implementation task list generated after making the configuration changes. Oracle and/or its affiliates. All rights reserved. | 18 .Configuring Offerings Copyright © 2016. | 19 . All rights reserved. Oracle and/or its affiliates.Implementing Offerings Copyright © 2016. | 20 . Oracle and/or its affiliates. 2.Implementing Offerings  Functional Setup Manager provides TWO methods to implement the offerings: 1. All rights reserved. •Best-practices task list is filtered by minimum requirements for faster setup. Offering Based Implementation •Adopt-as-you-go based approach by using standard setup and change later as requirements evolve. Project Based Implementation • Project based. •Provides direct access to the setup tasks for minimum requirements for your implementation. •Ideal for SaaS customers looking for simpler setup with low customization needs. enterprise level implementation approach •Assigned project managers oversee entire implementation •Task hierarchy shows end-to-end setup needed for the project •Best-practices task list is highly customizable for right fit to implementation needs •Better suited for larger enterprises with complex business processes Copyright © 2016. | .Offering based Pick an Offering from Applications Administration to view functional areas 21 Copyright © 2016. All rights reserved. Oracle and/or its affiliates. Oracle and/or its affiliates. | 22 .Offering based… Cont’d Drilldown on a functional area to view tasks and enter setup data Go to Task to Enter Setup Data Go to Task to Enter Setup Data Copyright © 2016. All rights reserved. Oracle and/or its affiliates. All rights reserved. | 23 .Project based implementation  Create a Implementation Project : Setup and Maintenance -> Manage Implementation Projects Copyright © 2016. All rights reserved. Oracle and/or its affiliates. | 24 .Project based implementation ….Cont’d Select an Offering Project Created with Selected Offering Copyright © 2016. Cont’d Open Project Customize Task List and Task Add & Delete Assign Task to other implementer/functional user Copyright © 2016. | . All rights reserved.Project based implementation …. Oracle and/or its affiliates. Project based implementation …. All rights reserved. Oracle and/or its affiliates. | 26 .Cont’d Task Assignment 1 3 2 Copyright © 2016. All rights reserved. Oracle and/or its affiliates.Project based implementation ….Cont’d Edit Project Status Assignment Permission & Authorized Roles Copyright © 2016. | 27 . All rights reserved.Exporting and Importing Setup Data Copyright © 2016. Oracle and/or its affiliates. | 28 . The setup import and export definition is the list of setup tasks and their associated business objects that identifies the setup data for export as well as the data itself. • A Configuration package is created implicitly when you export setup data for an entire offering or any functional area from the Applications Administration page. • Use an implementation project as the source for exporting setup data when you require customizing the list of tasks or the list of objects you want to export setup data for.Exporting and Importing Setup Data  You can move functional setup configurations of applications from one application instance into another by exporting and importing setup data. • Advantageous over other because does not need you to choose the tasks nor understand data relationships to ensure only setup data relevant to the selected offering or functional area is exported. setup data is exported only for the tasks relevant to the features that are enabled for implementation in such offering or functional area. • Especially useful when doing your initial implementation or moving your implementation or configuration across instances for the first time. All rights reserved. • In the case of an offering or functional area. Adding or Removing some of the tasks.  Implementation Project Based Export and Import • List of tasks can be Customized to specific needs . • The following are the customization options available for configuration packages based on implementation projects. Excluding Business Objects Reordering Business Objects Filtering Setup Data ****A Configuration Package contains the setup import and export definition. | 29 . • You must explicitly create a Configuration package from the Manage Configuration Packages page to export setup data for an implementation project. Oracle and/or its affiliates. • This option is recommended when you want to make sure all the setup data for an offering or functional area is migrated. **** Copyright © 2016.  Offering Based Export and Import • An entire offering or any of its functional areas. All rights reserved. | 30 .Export and Import Setup data and offering configuration is exported using setup web services Source : Implemented Setup Data Export to File System Setup data is imported using setup services Exported File System Import to Target 30 Copyright © 2016. Oracle and/or its affiliates. All rights reserved.Offering Based Export 1 Select an Offering & Click EXPORT 2 Create Export Process 4 3 Monitor the Process Reports & Configuration Package to Download Copyright © 2016. | 31 . Oracle and/or its affiliates. Offering Based Import Complete Offering Import 1 Functional Area Import 2 Copyright © 2016. | 32 . All rights reserved. Oracle and/or its affiliates. Offering Based Import 3 Select the CP from Local Machine -> Get the Details & Submit 4 5 Monitor the Upload & Import Status 6 Reports & Configuration Package to Download Copyright © 2016. Oracle and/or its affiliates. | 33 . All rights reserved. 2 Customization options : Excluding Business Objects Reordering Business Objects Filtering Setup Data Copyright © 2016. Oracle and/or its affiliates. | 34 . All rights reserved.Implementation Project Based Export 1 Select an Implementation Project to create a Configuration Package Explicitly . All rights reserved. Oracle and/or its affiliates.Implementation Project Based Export 5 6 Monitor Export Status 7 Reports & Configuration Package to Download Copyright © 2016. | 35 . Implementation Project Based Import 1 2 3 Once UPLOAD process Completes Click on Import Setup Date Copyright © 2016. Oracle and/or its affiliates. All rights reserved. | 36 . Oracle and/or its affiliates.Implementation Project Based Import 1 2 Remove check mark if you don’t want the process to pause on errors. 3 Monitor Import Status Copyright © 2016. All rights reserved. | 37 . Oracle and/or its affiliates.Known issues(Remote Region) Copyright © 2016. All rights reserved. | 38 . Review the FunctionalSetupServer logs for more details on this error.log : Unable to authorize user <User Name> on the producer at http://<Server_Name>:<Port>/. REMOTE REGION \ Remote Taskflows : This allows one application to have regions inside it that are populated from taskflows that are running as part of another application. | 39 .log -> Involve Product Team own the particular Task./ using the "oracle.adf.net. in Filename/ Sandbox/ Theme name then the issue is with customization done in the environment. Known Issues : Error Message in UI : <Unable to retrieve content.log : [ERROR] Remote Region error #x1: An uncaught exception was thrown on the producer at "http://<Server_Name>:<Port>/fndSetup/rr/" while trying to run an ADF Taskflow..png ACTION : If any space is found.rich.  An error occurred while invoking task xxxxxxx. Check the Target Server Status -> Review Functional SetupServer.ADFAuthorizationProvider" authorization provider implementation ACTION: Check the appropriate Roles assigned to the User Profile. date command should be issued simultaneously on the machines hosting Common Domain (containing FSM app) and XXXX Domain (containing producer app). Check if system time between consumer (FSM) and producers(target app) hosts are in sync.remote. Time difference should not be greater than 60 sec.URISyntaxException: Illegal character in path at index xx: /fndSetup/adfsr/xxxxxxx/mds-repository__ADFSR__<THEME NAME WITH SPACE>__ADFSR__-xxxxxxxx/<Image>.. Additional information for "Remote Region error #xx":>  A remote communication error was received for the task <Task_Name>. In order to fix this.view. Oracle and/or its affiliates. Contact your help desk. Caused by: java. Review the details below and report this error to the owning product ACTION: Remote Communication error indicates an issue with the target app's server. Contact your help desk. All rights reserved.  An authorization error occurred while invoking task <Task Name>.security. Functional SetupServer. Review the security configuration. FunctionalSetupServer . the filename/ sandbox/ theme name needs to be renamed without any space in it Copyright © 2016. All rights reserved.Working With Support Copyright © 2016. | 40 . Oracle and/or its affiliates. Copyright © 2016. All rights reserved. | 41 . Oracle and/or its affiliates. | 42 .Make Use Of FSM Knowledge base Copyright © 2016. All rights reserved. Oracle and/or its affiliates. 2) Frequently Asked Question on Functional Setup Manager (FSM) (Doc ID 1308404. | 43 .oracle. Oracle and/or its affiliates.com/readiness http://docs.Functional Setup Manager (FSM) (Doc ID 1004.com/en/applications/ Information Center: Fusion Applications Technology .1) Copyright © 2016.Documentation and Training Demos https://fusionhelp.com/ https://cloud. All rights reserved.oracle.oracle.1) Functional Setup Manager (FSM): Export and Import Best Practices (Doc ID 1905704. Top Articles and Community Links  Include any specific links to relevant KM articles here Information Center: Functional Setup Manager (FSM) (Doc ID 1004. All rights reserved.2) Community Link Copyright © 2016. | 44 . Oracle and/or its affiliates. oracle.com Copyright © 2016.1  Get Proactive Blog https://blogs.com/getproactive/  Ask the Get Proactive Team get-proactive_ww@oracle. | .com/goto/proactivesupport  Get Proactive in My Oracle Support https://support. oracle.Learn More Available References and Resources to Get Proactive  About Oracle Support Best Practices www.com | Doc ID: 432. 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