Fusion Implementing Offerings Using Functional Setup Manager PDF

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Oracle Advisor Webcast

Fusion Applications : Implementing Offerings Using
Functional Setup Manager
Vaibhav Chourey
Senior Software Engineer
April 07, 2016
Objectives
FSM Key Concepts
Flow of Implementing an Offering
Offering\Project Based Implementation

Known issues\Working with Support
Agenda
1
Offering Overview
Configuring Offerings
Implementing Offerings
Importing and Exporting Setup Data
Known issues(Remote Region)
Working with Support
Make Use Of FSM Knowledge base

Offering Overview
About Function Setup Manager - FSM

Oracle Fusion Functional Setup Manager enables rapid and efficient planning, configuration,
implementation, deployment, and ongoing maintenance of Oracle Fusion applications through selfservice administration.
Accessing FSM
10
Offering Overview
Offering - Primary drivers of functional setup of Oracle Fusion

applications.
Exa : HCM,CRM,FIN etc
Highest level grouping of Oracle Fusion Applications functionality
that is provisioned, 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
11
Key Components of an Offering

Offering
Base
Functional
Area
Optional
Yes/No:
Feature
Single
Select
Task & Task

List
Multi
Select
12
Functional Area
Represents a Functional module i.e., grouping
of functionality within an offering. each Offering
has multiple Functional Areas.
BASE functional areas support core
functionality for an offering. Must be
implemented in order for the offering to be
operational..
Optional functional areas support processes or
functionality that can be implemented at your
discretion depending on the business
requirements.
Base
Optional
Navigator ->Setup and Maintenance ->

Implementation Objects -> Manage Offerings and
Functional Areas
13
Features
Represents optional/alternative business methods/rules
applicable to an Offering functionality.
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
14
Tasks & Task List
Tasks
Units of work needed to set up an Offering.
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.
15
16
Configure Offerings in FSM is to select the Offerings, Functional Areas, 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.
While Offering Configuration CAN BE CHANGED any time, the changes wont have any influence on any of the
EXISTING IMPLEMENTATION TASK LISTS , but will be reflected in any new implementation task list generated after
making the configuration changes.
Configuration Decisions:
Provisioned Offerings
Enabling Offerings
Configuring Feature Choices
Implementation Status
17
18
19
Functional Setup Manager provides TWO methods to implement the offerings:
1. Offering Based Implementation

Adopt-as-you-go based approach by using standard setup and change later as requirements evolve.
Provides direct access to the setup tasks for minimum requirements for your implementation.
Best-practices task list is filtered by minimum requirements for faster setup.
Ideal for SaaS customers looking for simpler setup with low customization needs.
2. Project Based Implementation

Project based, 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
20
Offering based
Pick an Offering from Applications Administration to view functional areas
21
Offering based Contd

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
22
Project based implementation

Create a Implementation Project : Setup and Maintenance -> Manage Implementation Projects
23
Project based implementation .Contd

Select an
Offering
Project Created
with Selected
Offering

24

Open Project
Customize
Task List and Task
Add & Delete
Assign Task to other

implementer/functional
user

Task Assignment
1
26

Edit Project Status
Assignment Permission & Authorized Roles
27
Exporting and Importing Setup Data
28
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.
Offering Based Export and Import
An entire offering or any of its functional areas.
This option is recommended when you want to make sure all the setup data for an offering or functional area is migrated.
Especially useful when doing your initial implementation or moving your implementation or configuration across instances for the first time.
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.
In the case of an offering or functional area, setup data is exported only for the tasks relevant to the features that are enabled for implementation in such offering or
functional area.
A Configuration package is created implicitly when you export setup data for an entire offering or any functional area from the Applications Administration page.
Implementation Project Based Export and Import

List of tasks can be Customized to specific needs , Adding or Removing some of the tasks.
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.
You must explicitly create a Configuration package from the Manage Configuration Packages page to export setup data for an implementation project.
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. 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. ****
29
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
30
Offering Based Export

1
Select an
Offering & Click
EXPORT
Create Export
Process
4
3
Monitor the Process
Reports & Configuration

Package to Download
31
Offering Based Import
Complete
Offering Import
Functional Area
Import
32
Offering Based Import

3
Select the CP from Local Machine

-> Get the Details & Submit
Monitor the
Upload & Import
Status
6
Package to Download
33
Implementation Project Based Export

1
Select an Implementation Project to

create a Configuration Package Explicitly .
Customization options :
Excluding Business Objects
Reordering Business Objects
Filtering Setup Data
34
Implementation Project Based Export

5
Monitor Export
Status

Package to Download
35
Implementation Project Based Import

1
Once UPLOAD process Completes

Click on Import Setup Date
36
Implementation Project Based Import

1
2
Remove check mark if you dont

want the process to pause on errors.
Monitor Import
Status
37
Known issues(Remote Region)
38
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.
Known Issues :
Error Message in UI :
<Unable to retrieve content. Additional information for "Remote Region error #xx":>
A remote communication error was received for the task <Task_Name>. 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.
Check the Target Server Status -> Review Functional SetupServer.log -> Involve Product Team own the particular Task.
An authorization error occurred while invoking task <Task Name>. Review the security configuration. Contact your help desk.
Functional SetupServer.log :
Unable to authorize user <User Name> on the producer at http://<Server_Name>:<Port>/../ using the "oracle.adf.view.rich.remote.security.ADFAuthorizationProvider" authorization provider implementation
ACTION: Check the appropriate Roles assigned to the User Profile.
Check if system time between consumer (FSM) and producers(target app) hosts are in sync. date command should be issued simultaneously on the machines hosting Common Domain
(containing FSM app) and XXXX Domain (containing producer app). Time difference should not be greater than 60 sec.
An error occurred while invoking task xxxxxxx. Review the FunctionalSetupServer logs for more details on this error. Contact your help desk..
FunctionalSetupServer .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.
Caused by: java.net.URISyntaxException: Illegal character in path at index xx: /fndSetup/adfsr/xxxxxxx/mds-repository__ADFSR__<THEME NAME WITH SPACE>__ADFSR__-xxxxxxxx/<Image>.png
ACTION : If any space is found, in Filename/ Sandbox/ Theme name then the issue is with customization done in the environment. In order to fix this, the filename/ sandbox/ theme name
needs to be renamed without any space in it
39
Working With Support
40
41
Make Use Of FSM Knowledge base
42
Documentation and Training Demos
https://fusionhelp.oracle.com/
https://cloud.oracle.com/readiness
http://docs.oracle.com/en/applications/
Information Center: Fusion Applications Technology - Functional Setup Manager (FSM) (Doc ID 1004.2)
Frequently Asked Question on Functional Setup Manager (FSM) (Doc ID 1308404.1)
Functional Setup Manager (FSM): Export and Import Best Practices (Doc ID 1905704.1)
43
Top Articles and Community Links

Include any specific links to relevant KM
articles here
Information Center: Functional Setup Manager (FSM) (Doc ID 1004.2)
Community Link
44
Learn More
Available References and Resources to Get Proactive
About Oracle Support Best Practices

www.oracle.com/goto/proactivesupport
Get Proactive in My Oracle Support
https://support. oracle.com | Doc ID: 432.1
Get Proactive Blog
https://blogs.oracle.com/getproactive/
Ask the Get Proactive Team
get-proactive_ww@oracle.com
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ATTENTION AUDIO Options

Option 1: Voice Streaming Audio Broadcast

Option 2: Teleconference (Dial In)

No need to dial in on a telephone

Requires telephone to dial in

Questions can be asked via WebEx Chat box

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Upcoming Advisor Webcast Schedule

Scan through the list of Current Topics

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Oracle Advisor Webcast

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Offering\Project Based Implementation

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Importing and Exporting Setup Data

Known issues(Remote Region)

Working with Support

Make Use Of FSM Knowledge base

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

About Function Setup Manager - FSM

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Offering - Primary drivers of functional setup of Oracle Fusion

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Key Components of an Offering

Task & Task

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Navigator ->Setup and Maintenance ->

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Is 1 of 3 types depending on how a rule typically applies to

Multi Select: More than one among multiple choices

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Tasks & Task List

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

1. Offering Based Implementation

2. Project Based Implementation

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Offering based Contd

Go to Task to Enter Setup Data

Go to Task to Enter Setup Data

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Project based implementation

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Project based implementation .Contd

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Project based implementation .Contd

Assign Task to other

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Project based implementation .Contd

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Project based implementation .Contd

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Exporting and Importing Setup Data

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |

Exporting and Importing Setup Data

Implementation Project Based Export and Import

Copyright 2016, Oracle and/or its affiliates. All rights reserved. |