G Tti R D Getting Ready

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Getting R d
G tti Ready
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Objectives
After completing this lesson, you should be able to do the
following:
• Sign on to a freshly provisioned (installed) Oracle Fusion
Applications
pp environment
• Navigate to the Setup and Maintenance work area
• Create the implementation users
This lesson shows how to get ready to start an implementation. Before you start with the
activities described in this lesson, you should have a provisioned (installed) Oracle Fusion
Applications instance available.
Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 2

Applications Sign-On
• To start using Oracle Fusion Applications, you need to sign
on to Oracle Fusion Applications, Oracle Identity Manager
(OIM), and Oracle Authorization Policy Manager (APM).
• Make sure that yyou have the following
g information before
you start:
– Application URL: If you do not know the URLs of Oracle
Fusion Applications and OIM, contact the person who
provisioned the systems at your company. When Fusion
Applications provisioning process completes, these URLs
are shown
h on th
the summary page.
They are also recorded in a file whose default name is
Provisioning Summary. However, the person installing the
software has the option to choose a different file name. The
file is created in the same location as the provisioning plan.

Applications Sign-On
– User ID and Password: The only user created during the
Fusion Applications provisioning process is the Fusion
Applications super user. You also need the OIM system
administrator user ID. The default user ID of the Fusion
Applications super user is FAADMIN and that of OIM system
administrator is XELSYSADM. The passwords are set by the
person provisioning the systems. If you do not know the user
IDs and passwords, contact the person who installed the
systems.

Navigating to Functional Setup Manager
The Fusion applications work area for Functional Setup Manager is
called Setup and Maintenance. Users with any of the Functional
Setup–related enterprise roles will use one of the following two paths
to navigate to Setup and Maintenance work area:
• Settings
S tti and
d Actions
A ti > Setup
S t and d Maintenance
M i t
– The Settings and Actions menu is accessed by clicking the user
name in the Fusion application.
• Navigator > Tools > Setup and Maintenance

Creating Implementation Users
After Oracle Fusion applications are provisioned,
implementation users should be created before the applications
can be set up and implemented. “Implementation users” is a
term used to collectively reference the users who are typically
responsible for the following duties in an enterprise:
• User and security management
• Implementation project management
• Enterprise structures management
Why You Need Implementation Users

Oracle Fusion Applications user and security management process depends on the
enterprise structure. In a freshly installed Oracle Fusion Applications instance, the enterprise
structure is not set up until implementation of the first application begins. The implementation
users (the users responsible for setting up initial enterprise structure) must be created through
this special process.
Important: If any of the implementation users created through this process is an employee or
a contingent worker, they must be re-created using the manage user or hire employee
process once the enterprise structure is set up.
When the first implementation project begins and the enterprise structure is set up, the
standard user and security management or hire employee process should be followed to
manage additional users.
For more information about the standard process for managing users, refer to Define Security
in the Oracle Fusion Applications Common Implementation Guide.

Security Administrators
• During Fusion Applications provisioning, a user is created with

broad access to Fusion Middleware and Applications
administration. Therefore, this “super user” should be used
sparingly after installation completes. One or more dedicated
users for managing
g g users and applications
pp security
y should be
created instead, who, in turn, will be responsible for on-going
duties of user and security management for your enterprise.
• The users designated as security administrators must be granted
the IT Security Administrator role.
Tip: After creating security administrators, the implementation
super user may choose to sign off and leave management of the
rest of the Fusion Applications users to the newly created
security administrators. On the other hand, the installation
super user may choose to create additional implementation
users, such as Implementation Project Managers and users for
setting
g upp enterprise
p structures.

Implementation Managers
• The implementation project managers are those users who
are responsible for managing Fusion Applications
implementation. At least one user with permission to
manage project implementation must be created before
Fusion Applications implementation can begin.
• Users designated as implementation managers must be
granted one of the following roles:
– Application Implementation Manager
– Application
pp Implementation
p Consultant

Functional Users for Enterprise Structure Setup
When the implementation project managers start to implement
Fusion applications, one of the first requirements will be to set
up the enterprise structure for managing users and
security. Therefore, the users who participate in setting up this
enterprise structure must be created immediately.
Key Concept: Enterprise Structure
The enterprise structure is the model of your enterprise to meet
legal, management, and functional objectives. Setting up your
enterprise
p structure includes setting
g up
p specific
p legal,
g ,
management and functional entities, such as geographies,
legal entities, chart of accounts, business units, workforce
structure, and so on. For detailed information about enterprise
structure setup, refer to Define Enterprise Structures in the
Oracle Fusion Applications Common Implementation Guide.

Granted Roles
• Appropriate roles must be granted to each user according
to his or her setup responsibilities within the enterprise
structure setup.
• You may y want to g
grant the Financial Applications
pp
Administrator role to users who will be responsible to set
up Financials-related enterprise structure and the Human
Capital Management Applications Administrator role to
users who will be responsible for setting up Workforce
Structure. Alternatively, grant the Application
Implementation Consultant role to all implementation
users. Refer to the Common Security Reference Manual
for more details on other roles with access to enterprise
structure setups.
Smaller Implementation Teams

Depending on the size of your implementation team (for example, during a conference room
pilot project), you may only need one or two implementation users who will administer
security, manage implementation projects and set up an enterprise structure. Then
Application Implementation Consultant role you can grant to those users which will provide
the required access to all of the above mentioned responsibilities.

Related Resources
Users should follow instructions provided in the Define
Security section of the Oracle Fusion Applications Common
Implementation Guide and Getting Started with Oracle Fusion
Applications: Common Implementation listed available on My
Oracle Support (https://support.oracle.com), document ID:
1387777.1.
Also refer to:

• Oracle Fusion Applications Installation Guide
• Oracle Fusion Applications Common Implementation Guide
• Oracle Fusion Middleware Enterprise Deployment Guide for Oracle Identity
Management (Oracle Fusion Applications Edition)
• Oracle Fusion Middleware User's Guide for Oracle Identity Manager
• Fusion Applications Information Technology Management, Implement Applications
Guide
• Oracle Fusion Applications Workforce Deployment Implementation Guide
• Oracle Fusion Applications Security reference manuals such as Oracle Fusion
Applications Common Security Reference Manuals
These are available from the Oracle Technology Documentation Library:
http://www.oracle.com/technetwork/indexes/documentation/index.html

Getting Ready Quiz Questions
Quiz Question 1
What do you need to start accessing Oracle Fusion Applications after it is provisioned?
Quiz Question 2
How do you navigate to Functional Setup Manager?
Quiz Question 3
Who are the implementation users and what roles they need?
Quiz Question 4
Which single role can be given to all implementation users for a small implementation
project?
Quiz Question 5
What do you need to do if the implementation users are also employees or contingent
workers?

Getting Ready Quiz Answer Key
Quiz Question 1 : What do you need to start accessing Oracle Fusion Applications after
it is provisioned?
You need to know:
• URLs of Oracle Fusion Applications and Oracle Identity Manager (OIM)
• User ID and password of Oracle Fusion Applications super user and OIM administrator
Quiz Question 2: How do you navigate to Functional Setup Manager?
Using one of the following:
• Administration > Setup and Maintenance
• Navigator > Tools > Setup and Maintenance
Quiz Question 3: Who are the implementation users and what roles they need?
• Security administrators who need the IT Security Manager role
• Implementation project managers who need either the Application Implementation
Manager or the Application Implementation Consultant role
• Users who will set up p Enterprise
p Structures who need the appropriate
pp p roles needed for
their assigned tasks; in general, users assigned to Financials tasks can be granted the
Financial Application Administrator role and those assigned to HCM-related tasks can
be granted the Human Capital Management Application Administrator role.
Quiz Question 4: Which single role can be given to all implementation users for a small
implementation project?
• Application Implementation Consultant
Quiz Question 5: What do you need to do if the implementation users are also
employees or contingent workers?
• You have to re-create them as employees or contingent workers using Manage Users or
Hire Employees flows.

Summary
In this lesson, you should have learned how to:
• Sign on to a freshly provisioned (installed) Oracle Fusion
Applications environment
• Navigate to the Setup and Maintenance work area
• Create the implementation users
This lesson shows how to get ready to start an implementation. Before you start with the
activities described in this lesson, you should have a provisioned (installed) Oracle Fusion
Applications instance available.

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THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM ONLY.

COPYING eKIT MATERIALS FROM THIS COMPUTER IS STRICTLY PROHIBITED

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

After completing this lesson, you should be able to do the

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 2

• To start using Oracle Fusion Applications, you need to sign

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 3

– User ID and Password: The only user created during the

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 4

Navigating to Functional Setup Manager

The Fusion applications work area for Functional Setup Manager is

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 5

Creating Implementation Users

After Oracle Fusion applications are provisioned,

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Why You Need Implementation Users

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 6

• During Fusion Applications provisioning, a user is created with

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 7

• The implementation project managers are those users who

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 8

Functional Users for Enterprise Structure Setup

When the implementation project managers start to implement

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 9

• Appropriate roles must be granted to each user according

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Smaller Implementation Teams

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 10

Users should follow instructions provided in the Define

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Also refer to:

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 11

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 12

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 13

In this lesson, you should have learned how to:

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

Oracle Applications Cloud: Functional Setup Manager for Implementers 3 - 14

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