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HCM Extracts

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Remote Speakers – Introduction of PTS HCM Instructors

• Shaunine Kinzer • Amit Kumar

– Product Management Director, – Senior Product Manager,
Oracle Application Solutions Oracle Application Solutions

• Daniel Uehara • Chakradhar Alavalapati

– Principal Technology Consultant – Product Manager,
– Oracle Application Solutions – Oracle Application Solutions

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Objectives

After completing this lesson, you should be able to:

• Understand the differences between methods of extracting
HCM data from Oracle Fusion Applications
• Create HCM extracts and run extract processes
• Use BI Publisher Desktop to create RTF templates for reports
• Navigate around Oracle Enterprise Repository

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Exporting Data

There are several major tools available for exporting data from
Fusion Human Capital Management:
• HCM Extract (with BI Publisher (BIP))
• BIP (without HCM Extract)
• Oracle Transactional Business Intelligence (OTBI)
• Export to Excel button on ADF tables

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Using HCM Extracts

Use HCM Extracts to export large volumes of complex data into

an output file (XML).

Choose Gather Archive Format Deliver

Choose the HCM Data, gather data from the database, process
and archive, then convert this archived data to a format of your
choice and deliver to recipients.

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Overview of HCM Extract Features

• Metadata-based extract definition setup

• Extracted data based on given parameter values
• Simplified and Desktop user interfaces
• Drag and drop DBIs to create extract definition
• Integration with BI Publisher for output delivery
• High-volume data extraction with multi-threaded processing
• Output in variety of formats (PDF, CSV, EFT, XML, Excel)
• Delivery of output in various modes (FTP, e-mail, fax, etc.)
• Extract changed data using different modes
• Extract status can be active or inactive
• See My Oracle Support: NOTE: 1960148.1 for all HCM
Extracts articles and whitepapers

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HCM Extract Steps

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Best Practices: Extract Design

Use a checkpoint approach:

• Helps in early detection of
any issues
• Verifies progress
• Confirms expected results
Checkpoint
• See My Oracle Support:
NOTE:1677090.1 for the
Step-by-Step Approach and
Troubleshooting Guide

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Extract Design Process with Checkpoints

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Troubleshooting Extracts

The View Extract Run Details page displays information about

every extract run.

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User Entities (UE)

FAQ: How do I know which UE to use?

• Use the HCM Extracts User Entity XLS to view an entire list of
HCM user entities.
• Use the Attribute Name column to search for the information
you want to find.
• My Oracle Support: NOTE: 1559127.1 - Entity Attributes

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HCM Data Objects

• DBIs are logically grouped in the HCM Data Objects

hierarchy.
• Drag and drop system to create an extract using the required
DBIs.
• Data groups and attributes automatically connected based on
known relationships.

• Review automatically generated connections in the Validate

page. Connections are created if the same DBIs exist across
data groups.

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Generating and Customizing DBIs

• Use HCM Extracts with seeded flexfields

– Available as segments and attributes
• Use the Generate Database Items process for customer-
defined flexfields
• Requesting new DBIs:
– Verify that the required DBI is not available in MOS Doc ID:
1559127.1
– Raise an SR to request a bug on the owning product
— Specify requirement, use case, alternate details explored

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Changes-Only Extract

• Choose different extract modes to extract only changed data.

• Configure the PER_EXT_CHANGES_ONLY lookup with the
Changes Only parameter to select different extract modes
when submitting extracts.
• Set up multi-threading details in the extract definition for
comparison.
• Manipulate the output in a changes-only extract to either
exclude or include certain attributes, regardless of whether the
attribute has changed or not.
• My Oracle Support: NOTE: 1964920.1
HCM Extracts – Changes Only

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Extract Modes

Configure the PER_EXT_CHANGES_ONLY lookup with the

Changes Only parameter to select different extract modes:
• All attributes
• Changed attributes
• Changed and marked attributes mode
• Changed and marked attributes with previous values mode
• Changed, marked attributes, previous data under threading
group mode
• Changed and marked attributes under threading group

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Analyze and Choose the Correct Mode

All Attributes Person Number Person Name Address Postal Code

101 Frank Smart New Jersey ABCDE
102 Ryan Mark Nevada 12345

Changed Person Number Person Name Address Postal Code

Attributes 101 Frank Smart New Jersey ABCDE
Only

Changed and Person Number* Person Name

Marked 101 Frank Smart
Attributes
Only

Changed and Person Number Person Person Person Name

Marked Old* Number New * Name Old New
Attributes 101 101 Frank Dumb Frank Smart
with OLD and
NEW values

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Best Practices: Changes-Only

Context binding for

parameters:
1. Recursive extract runs
need date parameters to
increment and to not
include static values
2. Use context binding for
parameters that increment
the values dynamically

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Deliver Encrypted Files

• Generate and deliver encrypted files to Oracle WebCenter

Content.
• Transfer encrypted files from Oracle WebCenter Content to
your server manually or using scripts.
• Use the HCM Connect delivery type to generate and deliver
encrypted and unencrypted files to Oracle WebCenter Content
• Enter additional details to ensure the extract is identifiable in
Oracle WebCenter Content.

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Other Features

• Switch between hierarchy view and execution tree to view a

graphical display of relationships.
• Link lookups to parameters within the extract definition.
• Generate and compile fast formulas while performing other
tasks.
• Perform basic or comprehensive checks using the Validate
options.
• Set up recursive scheduling.
• Review the connections in the validate page and perform
updates, if required.

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Sample HCM Extracts

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Summary

In this lesson, you should have learned how to:

• Understand the differences between methods of extracting
HCM data from Oracle Fusion Applications
• Create HCM extracts and run extract processes
• Use BI Publisher Desktop to create RTF templates for reports
• Navigate around Oracle Enterprise Repository

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Q&A

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