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Purpose:
This document provides an overview of features and enhancements included in Oracle Fusion Applications 11gR1 Release 11.1.1.5.0 and
applicable updates. It is intended solely to help you assess the business benefits of upgrading your existing Oracle Products to this release, or
implementing completely new Oracle developed products, and planning your I.T. Projects.
Disclaimer:
This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to
and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement or other
applicable contract with Oracle, with which you agree to comply. This document and information contained herein may not be disclosed,
copied, reproduced or distributed to anyone outside Oracle without Oracles prior written consent. This document is not part of your license
agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.
This document is intended to outline our general product direction. It is intended for informational purposes only and solely to assist you in
planning for the implementation and upgrade of the product features described. Release information contained in this document is not a firm
development plan. Release information published here should not be used as the basis for customer delivery commitments, as part of marketing
efforts, or during contract negotiations. This 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, and inclusion or not thereof in the
commercially available version of the Software, if any, is subject to change at any time and is always at Oracles sole discretion. This document is
not considered part of the applicable program documentation.
Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking
significant destabilization of the code.
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Document Control
Change Record
Date
Author
Version
Change Reference
10-April-2012
04 July- 2012
0.1
0.2
First Release
Details of Changes Only functionality
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Contents
Overview ........................................................................................................................................................................................................................ 5
Tasks related to Extracts: ........................................................................................................................................................................................... 6
Architecture ............................................................................................................................................................................................................... 7
Case Study: Fast Bank wants to set up and run HCM Extract ........................................................................................................................................ 8
Manage HCM Extract Definitions................................................................................................................................................................................... 9
Refine HCM Extracts [Optional Setup] ......................................................................................................................................................................... 45
Submit an HCM Extracts .............................................................................................................................................................................................. 49
View HCM Process ....................................................................................................................................................................................................... 56
How to define Fast Formulae....................................................................................................................................................................................... 58
How to set-up Changes Only data extract ................................................................................................................................................................... 62
Installing BI Publisher Plug-in ................................................................................................................................................................................... 65
Defining the report .................................................................................................................................................................................................. 69
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Overview
HCM Extracts can be used for archiving, reporting, and as an outbound interfacing tool. This document includes information on how you can use HCM Extract
tool to create the Out Bound interfacing, or reporting.
Data Exchange work-area allows you to perform tasks related to InBound and OutBound interfaces, which allows exchange of data between different HR
systems.
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Data to be extracted is retrieved from database, through different means i.e. Fast Formula, Balance Groups and Custom Logic defined in PLSQL or Java method.
HCM Extract definition contains Records (grouping of attributes) that contains multiple Data Elements (attributes). These records are archived based on Fast
Formula Database Item groups, or based on structure of the Balance Group, or based on logic defined in PL-SQL or Java method.
Extracted data will be archived into result tables and also stored as an XML output in the database. This XML output will be transformed into formatted output
of HTML, PDF, EFT, XLS, etc and delivered as email, fax, ftp, print, etc based on the Delivery Options set up for the Extract.
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Case Study: Fast Bank wants to set up and run HCM Extract
FAST Bank is a global organization with subsidiaries all over the world. It requires a headcount report with department and employee details. The employee
information needs to be grouped at each department level. They need to distribute this report through FTP to 3rd Party as XML/Flat file, and through email to
HR manager. To generate this report, they need to define an extract and run it using the HCM Extract tool within Fusion HCM.
Block represents a logical entity, which contains SQL query for getting data, For example: Organizations, Persons, Employees, etc.
Block links allows you to define the Parent-Child relationship between the entities. For example: you can link Department and Employee blocks through
Department_ID. Record is a collection of fields (data elements) which should be archived/ extracted.
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2) Data Exchange workarea has 4 tasks (as mentioned above) related to HCM Extracts.
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NOTE: It is suggested to change the Session Effective Date to a fixed value (For example: 01/01/2000) before creating/updating any data. Since Entities like
Criteria, Records, Data Elements etc. Date Effective and Dated, so in case you are creating/editing the extract setup with different Session Effective Dates
then those entities will get created with different dates. This will cause extract definition to produce non-uniform archive for different dates.
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5) Once Extract Definition is Saved, based on the Type of Extract selected few parameters will be created automatically.
[There is an option to add/edit/delete additional parameters from parameters table region. These parameters can be used in the filter conditions,
calculations or extracted as data element]
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7) Provide details for the block and click on Save and Create Another to define the next block.
Create all the blocks needed for this Extract.
[Starting/Parent block from where Extraction will start should be marked as Root Block
User Entity (Logical Entity) will be name of Query for getting required data, i.e. for getting Departments, Employees, etc.]
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8) Create the second block for this case study, and click on Save and Close.
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11) Clicking on Edit icon in Criteria Expression allows defining the Block Criteria Expression.
Block criteria expression will be translated into WHERE clause of SELECT query and gives better performance compared to criteria formula.
Block criteria formula can be created using Manage Fast Formulas UI and by selecting Formula Type as Extract Criteria. A single value returned by the
formula called either EXCLUDE or INCLUDE, and having value TRUE or FALSE will determine whether to process the record.
More details on Fast formulas can be found here
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12) Click on Create button in the Extract Records table of Extract Block details page (screen shot step 9).
Extract Record is a physical collection of fields (data elements) which should be extracted.
[Provide details on Type of Record i.e. Header/Trailer/Details and Process Type Fast Formula/Balance Group/Custom Logic].
If block has 3 records, then application uses sequence value to identify processing order, and next block value to identify next block to
process.
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13) Click on Save to save the record which enables the Create button in Data Elements table.
Data Elements are the individual fields inside the record. [Provide details like Type Database Item group, Rule, Decoded Element, String, etc, and
corresponding required fields based on the selected Type. Record output will be stored to a table with 300 columns and location where this field has to be
stored will be captured in Output Column value]
Click on Save and Create Another to define all the data elements in this record.
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Data Elements with Type value of Database Item Group (refer box above) will be associated with Fast formula Database Item that corresponds to SQL
query for getting the field value (For example: Organization Name, Person Full Name, Job Name, etc.).
We can add all required data elements of the record one after the other by using the Save and Create Another
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You can add conditional actions to records and data elements within a record, that specify an action, such as, log error or warning, to be performed when
the condition is evaluated as true. Condition can be specified as Expression or as Fast formula. Formula can be defined using Manage Fast Formulas UI
with formula type as Extract Advanced Condition, and return value of Y or N for output variable DO_ACTION.
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14) Once all the data elements (fields) of record are defined, then you can generate and compile the Fast formula which contains the code for extracting this
record data.
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15) Similarly define other blocks- criteria, records and data elements.
a.
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c.
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d.
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e.
Create element Gender within Employee Block. Gender is created as Decoded Database Item group, as this type of element allows decoding
the value returned by Database Item group.
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f.
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g.
Create element Bonus within Employee Block. Bonus is created as Record calculation type, as this type of element allows defining expression
based on other data elements and parameters.
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h.
Create element Tax Rate within Employee Block. Tax Rate is created as Rule type. Data Elements with Type value of Rule (refer box in the
screenshot) will be associated with Fast formula. Fast formula can be defined using the Manage Fast Formulas UI with formula type as Extract
Rule. Formula will contain the logic for calculating the value that should be extracted for the data element.
More details on Fast formulas can be found here
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i.
Click on Create option of Extract Records tables to create additional records in Department Block.
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j.
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k.
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l.
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n.
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16) We can navigate to any of Block/Record in Extract Definition by clicking links in Navigation Tree shown on the left. To view complete Execution tree click
on option Extract Execution Tree. This will validate Extract definition setup and gives validation messages, along with Fast formula compilation status.
Click on Export to XSD button to download the XML Schema Definition (.xsd) file for this Extract setup.
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Exported XSD can be viewed through any browser and will contain the structure of Definition Blocks Records and Data Elements
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17) After defining the extract [setup and structure] details, define the formatting or layout options using BI Publisher.
More details on BI Publisher are available here.
18) Delivery options for an extract can be defined by specifying the BI publisher template, delivery file output type i.e. PDF, XLS, XML, DOC, etc. and Delivery
Mode i.e. FTP, Email, Fax, etc. Also Delivery mode can be Documents of Record which allows you to store the output in the database (eg: this allows
employees to view online pay slips from documents of record).
If the XML output should be split and burst as separate files then bursting node can be specified. For example: if all employees should be sent with payslip
as an email then bursting node will be Employee_ID.
RUP1 Note: Delivery options are not supported in RUP1, and it should be defined.
[Instead formatted output can be viewed directly from the BI Publisher]
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20) Once all delivery options are defined. They can be associated with different Report Categories.
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3) Sequence in which these tasks should be executed can be modified (if needed).
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4) Additional parameters used across multiple tasks in the flow pattern can be defined (if needed).
Also, parameters can be edited by selecting the required parameter row and by clicking on Edit.
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2) Name for the current flow run (i.e. Flow Instance), parameter values can be specified click on Next.
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For example, if you would like this task to wait because another task is running, then select Next.
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5) Once submitted you can click on OK, or to view the process status you can click on OK and View Checklist.
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2) Click on Flow instance name will show the status page and clicking on Go to Task show the report output.
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Description
Formulas of this type will be listed in the Block Criteria Fast formula list, can be used for specifying complex criteria which indicates if
record should be extracted or not
Formulas of this type will be listed in the Rule type Data Elements Fast formulas list can be used for deriving/calculating data element value
if it is based on complex logic or business rules
Formulas of this type will be listed in the Record/Data Element Advanced conditions Fast formulas list can be used for specifying complex
conditions which indicates if actions (eg: log error/warning) should be raised.
Formulas of this type will be generated automatically when using Generate Formula option in Extract Records
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1) You can query/view/edit/create formulas from this UI. Fast Formula can contain any complex business logic, and can be used along with Extracts.
Following screen is displayed on clicking the Create button.
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.
Extract Rule formula should have value returned through variable RULE_VALUE
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Similarly Extract Criteria (Block Criteria) formula should have value returned through variable INCLUDE/EXCLUDE and return value as TRUE/FALSE
[Sample Extract Criteria formula text is given below]
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Note: Please note that the above step should be done only for a new extract block. Existing extract blocks cannot be modified to add a Threading Database
Item
3) Run the Extract Definition with CHANGES_ONLY='N' now, so that it produces XML with complete data.
4) Now, run extract with CHANGES_ONLY='Y' to get only the data that has been corrected or updated since the last run. i.e. If any data changes are observed
from previous run, only those changes would reflect in the generated XML.
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This Plug-in provides sample documents, Demos, templates and Template Viewer. These will help understand the concepts and also create template (EFT,
RTF, etc. ) to view formatted output of XML
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Once Load XML Schema is completed, we can arrange fields in required layout and format, and upload the template to BI Publisher as mentioned below.
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This data model contains SQL query to get XML output taking flow instance run name as parameter.
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We can upload the earlier defined BI publisher RTF template, and test Layout by clicking on View Report and output can be viewed in required file format.
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Contents of Report Layout is displayed below. This report can be downloaded as a pdf file by clicking on the PDF option.
Latest data model will have flow instance name parameter also along with the Payroll Action ID. Flow instance name will be the name of the flow pattern
run given earlier when submitting the Extract.
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Test the Layout by clicking on View Report and output can be viewed in required file format.
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