Adobe Captivate
Friday, February 12, 2016
Slide 3 - Oracle Human Capital Management Cloud
Release 10
Slide notes
Hello, my name is Ema. Welcome to training for Release 10 . In this session we will talk about what’s
coming in Oracle Human Capital Management Cloud for HCM Data Loader
Notes
Page 1 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 4 - Agenda
Slide notes
For the enhancements covered in this training, we’ll give an overview, followed by more detail to explain how you can use them, and what business value
they bring.
Then we’ll walk you through a demonstration.
Next we’ll explain what you need to consider before enabling these features in your business, and what you need to know to set them up.
Notes
Page 2 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 5 - Enhancements Overview
Slide notes
HCM Data Loader is a new tool, available from Release 10, which provides the solution for bulk loading business object data into Oracle Fusion Human
Capital Management from any source.
HCM Data Loader (or HDL) loads flexible, pipe-delimited, business object specific files which are delivered in compressed zip files for processing.
The business object specific files should contain only the components and attributes you need to load for your use case. You can supply full data sets with
complete date-effective history, or for objects already loaded, just the attributes that have changed.
Compressed zip files can be encrypted for transit and storage, HDL will decrypt your data only when streaming it to our internal staging tables.
Processing of your files can be initiated via a new user interface or automated using web-services. Finally, when you have loaded your data you can
maintain the Data Loader stage tables by purging unwanted data.
Notes
Page 3 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 6 - Comprehensive Bulk Loading Capabilities
Slide notes
HDL supports a comprehensive list of business objects across the HCM product family. It allows you to bulk load data into your configured flexfields, upload
your person images and Document of Record attachments, bulk load translation data and provides the solution for loading and maintaining Organization
and Department Trees.
Notes
Page 4 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 7 - Flexible Pipe-delimited File Format
Slide notes
HDL will only process compressed zip files. A zip file can have any name, and can include one or more business object specific ‘dat’ files, along with any
attachments to be loaded.
The business object specific files must:
Conform to the HDL naming standards, business object files are named for the business object they contain data for. For example, Job, Grade, or Worker
Include METADATA definition lines to specify which components of the business object are being supplied, and which attributes for those components.
Business object files are flexible:
Include only the attributes you need to supply data for, this reduces processing time
Supply attributes and data lines in any order, this simplifies your extract requirements
The business object files support four different key mechanisms, you supply the key type that suits your requirements.
Notes
Page 5 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 8 - Initiate Data Load
Slide notes
To aid with building your business object files, HDL delivers a template generator. Templates are specific to a business object hierarchy and allow you to
review the components and attributes available for that hierarchy. Where you have configured and deployed descriptive and extensible flexfields the
template will include the attribute names to use to load data into your configured flexfield segments.
Template generation is available from the Initiate Data Load interface. This interface lists all business objects supported by HDL. To generate an individual
template select the business object of interest and click the Generate Template button on the Business Objects table toolbar. To generate multiple
templates click the Generate Templates button at the top right of the page.
Notes
Page 6 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 9 - Flexible Key Support
Slide notes
HDL supports four key types to allow you to uniquely reference:
The local record being maintained,
The parent record, for child components, and
Any foreign objects referenced
The four key types are:
Source Key
If you supply the unique identifier from your source system when create your data in Oracle Fusion, you can continue to use this same source id when you
maintain or reference that data.
The Source Key is defined by two attributes, the Source System ID which should be a unique value to identify your record on your source system, and the
Source System Owner, a name for the source system that the data and therefore the id were generated.
User Key
Each record can be uniquely identified by a combination of attributes visible on the Oracle Fusion user interface, for example, the name for an Organization,
the Job Code and Set for a Job. If you don’t have Source Keys you can use these attribute values to uniquely reference your data.
The Fusion Surrogate ID is a number generated by Fusion when your data is committed to the database. These ID values are not visible on the user
interfaces but if you have access to the Fusion Surrogate ID you can supply this to uniquely identify your data.
Page 7 of 26
Adobe Captivate
Friday, February 12, 2016
Similarly the Fusion GUID is a hexadecimal value that is generated by Fusion. This key type will primarily be used to report back changes from downstream changes, such as a 3rd party payroll provider.
You can combine different key types when supplying your data, for example, when loading a new valid grade for a Job, you may supply the Source Key for
the valid job record, but reference the job it is for by its user key.
Notes
Page 8 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 10 - Automated or User Managed Processing
Slide notes
For automated processing HDL delivers a web service that initiates the processing of your file.
However, if you want to monitor the progress of your data loads, HDL delivers the Import and Load Data interface.
This user interface provides status icons for the phases of importing your file into stage tables and loading your data into Fusion HCM, along with record
counts for the number of lines imported and the number of objects found and processed.
The user interface is organized into two tables; Data Sets and Business Objects.
A Data Set is created for each zip file you upload (the data set name is derived from your zip file name)
Each business object file included in your zip file is listed in the Business Objects table.
The Import File button displays a popup window listing all zip files loaded to the WebCenter Content server that are secured by the HDL import account.
Once you select the file to be processed, you can review the run time parameters and submit the file for processing.
HDL doesn’t load individual file lines, it groups related file lines to form object instances, refered to as ‘logical objects’, for example, the grade ‘IC1’, or the
job ‘Accounts Clerk’.
It is the logical object that is then loaded. If any part of the logical object is in error, the whole object will fail to load. In this way you can easily identify
exactly what was loaded successfully and where errors need to be corrected.
Notes
Page 9 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 11 - Status and Error Reporting
Slide notes
For real time error reporting the Import and Load Data user interface provides the Error Management page. This page lists all failed records allowing you to
review the the messages raised and the attributes values supplied. You navigate to this page by clicking on any of the failed counts on the Import and Load
Data page.
For a summary of the messages raised, the Messages page lists all messages with a count of how many occurrences of the message were encountered.
You navigate to the Messages page by clicking on the details icons in the Messages column on either the Data Set or Business Objects table.
For automated status and error reporting the HCM Data Loader Data Set Summary is available in HCM Extracts and can be initiated by web service. This
XML output is machine readable but you can generate your own BI Publisher output to reformat this data.
For complex errors, that may need additional assistance, the HCM Data Loader Data Set Status (available from the Diagnostic Framework) reports more
technical information, including any stack trace that is captured.
Notes
Page 10 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 12 - Stage Table Maintenance
Slide notes
If loading large volumes of data it is recommended that you regularly delete the stage table data to maintain performance of your ongoing data loads.
The Delete Stage Table Data page allows you to target and review Data Sets to be purged before submitting an ESS process to purge the stage table data
and optionally the associated source files from the WebCenter Content server.
Notes
Page 11 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 13 - HCM Data Loader
Slide notes
HCM Data Loader supports the bulk loading of data into a large number of Oracle Fusion Human Capital Management business objects and the list of
supported objects continues to grow. Flexfield and translation data can be loaded, as can Document of Record attachments.
Data Migration customers can perform loads of complete populations in an efficient process, whilst monitoring progress and examining errors as they are
found.
Customers with ongoing inbound interfaces can automate those interfaces providing just the incremental changes, the status and error report can be read
by machine.
Notes
Page 12 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 86 - Summary of Enhancement Capabilities
Slide notes
Here is the summary of the features I have talked about today
HCM Data Loader supports bulk loading of business object data across the Human Capital Management product family. You can bulk load your flexfield
attribute values, maintain translated values for al your enabled languages, upload person images and Documents of Record attachments and create and
maintain your organization and department trees.
This is achieved by supplying either the full date-effective history, or just those attributes that have changed in a pipe-delimited file format. Only specify the
attributes you intend to provide values for. File formats are not fixed, you define the file shape needed for your use case. Records and attributes in the file
can be supplied in any order. This is achieved by supplying a definition line for each component of the business object hierarchy you are including in your
file. Each file is specific to a business object hierarchy, for example. Job, Location, Worker, Salary. Business object files can be grouped together in a
compressed zip file, which optionally can be encrypted. HCM Data Loader understands the order in which your business object data should be loaded,
ensuring referenced data is loaded before the records that reference it.
Four key types are supported, if you are creating new Fusion data it is recommended that you supply the unique identifier from your source system, you can
then continue to use your source system identifier when maintaining or referencing that data via Data Loader. To reference data not created using HCM
Data Loader the User Key is recommended. User Keys are visible on the user interface for each business object, for example, the user key for an
Organization is its name, the user key for a Job is the Job Code and the code for the set it belongs to.
Notes
Page 13 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 87 - Summary of Enhancement Capabilities
Slide notes
For data-migration you will want to initiate and monitor your uploads via the HDL user interface, for on-going regular interfaces you can automate your file
uploads using web-services.
Status and error information is available for review on the HDL user interface, alternatively extract this data using the HCM Data Loader Data Set Summary
report available from HCM Extracts. This is delivered in an XML format making the output machine readable.
Notes
Page 14 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 88 - Implementation Advice
Slide notes
In this implementation advice section we will go through what you need to consider before enabling these features in your business, and what you need to
know to set them up.
Notes
Page 15 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 89 - Feature Impact Guidelines
Slide notes
This table depicts key uptake information for the new features covered in this training.
It details:
If a feature is automatically available
If a feature can be accessed using the shipped job roles – the exact job roles are detailed later in this section
If a feature has any setup associated with it – setup specifies are covered later in this section.
HCM Data Loader works with no setup or configuration. However, if you wish to use the Source Key system for identifying your data you will need to define
your source system owner. If you wish to use HCM Data Loader for all supported business objects you will need to update the HCM Data Loader Scope
parameter.
If you wish to use the HCM Data Loader Data Set Summary available from HCM Extracts it is advised that you first make a copy and alter to suit your
requirements. If you wish to permanently override the default bulk loading behavior you can update the seeded configuration.
Notes
Page 16 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 90 - Setup Summary
Slide notes
The Workforce Deployment Offering is used to perform the HCM Data Loader setup tasks:
The Manage Common Lookups task is required if using Source Keys to reference your data.
The Configure HCM Data Loader is an optional task that allows you to review and override the default import and load behavior.
Notes
Page 17 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 91 - Manage Common Lookups – Define your Source System Owner
Slide notes
If using Source Keys to uniquely reference your data, you must first define your source system owner.
Navigate to the Manage Common Lookups page from FSM.
Query the lookup type HRC_SOURCE_SYSTEM_OWNER
Click the Add button on the Lookup Codes table to add your source owner to the list of enabled lookup codes.
It is the lookup code value that you will supply as the SourceSystemOwner in your files. You should supply your source system owner in uppercase.
Notes
Page 18 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 92 - HCM Data Loader Scope
Slide notes
HCM Data Loader is configured to allow the continued use of File-Based Loader and Spreadsheet Loader to bulk load data for the business objects they
support. The default setting restricts you from loading data for these business objects using HCM Data Loader.
If you are not using these tools and want full business object support with HCM Data Loader you must update the HCM Data Loader Scope parameter from
Limited to Full.
To override the Limited setting search for the Configure HCM Data Loader task from FSM.
Click on go to task and update the HCM Data Loader Scope parameter to Full. You will be asked to confirm if you want to proceed.
Once you have set this parameter to Full, File-Based Loader and Spreadsheet Loader will be disabled. This is a one-way switch, you cannot reset this
parameter back to Limited.
Notes
Page 19 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 93 - Configure HCM Data Loader
Slide notes
When submitting files for processing using either the Web Service or User Interface you have the opportunity to overwrite the default import and load
behavior.
The Configure HCM Data Loader page allows you to review and permanently update the default parameter values.
This optional setup is only required if you consistently want to override the default behavior.
To alter the default HDL behavior search for the Configure HCM Data Loader task from FSM.
Click on go to task and make the required changes.
Save and Close the page.
Now when you submit files for processing using the Import and Load interface you will see that the default parameter values reflect the values saved here.
Notes
Page 20 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 94 - HCM Data Loader Data Set Summary Setup Detail
Slide notes
As with all delivered HCM Extracts, it is recommended that you make a copy of the HCM Data Loader Data Set Summary extract and alter the output to
your requirements.
Navigate to the Manage Extract Definitions task available from the Data Exchange work area.
Query the HCM Data Loader Data Set Summary extract.
You click the copy icon to copy the seeded extract, supply your name for the copied extract.
Once your copy is successfully created you can retrieve it by searching for it by name. Click on the name in the Search Results to make your required
changes.
Notes
Page 21 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 95 - Implementation Decision Points
Slide notes
When configuring HCM Data Loader you must consider the following points:
HCM Data Loader and File Based Loader cannot be used in parallel to maintain data for the same business objects. Will File Based Loader and
Spreadsheet Loader be used to bulk load data for the objects they support, whilst HCM Data Loader is used solely for business objects they do not support,
for example Areas of Responsibility and Documents of Record, or will File-Based Loader and Spreadsheet Loader be disabled, allowing HCM Data Loader
to be used for bulk loading business objects such as the work structures, Worker and Salary.
HDL supports four key types, you must identify which key types best suit your requirements. Source Keys are recommended during data-migration and for
on-going maintenance if you created your data using HCM Data Loader. User keys are recommended for maintaining data not created using HDL. If using
Source Keys you must define your Source Systems by updating the lookup HRC_SOURCE_SYSTEM_LOOKUP
Notes
Page 22 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 96 - Job Roles
Slide notes
This table details the shipped job roles that will access the new capabilities covered in this training. The Human Capital Management Integration Specialist
provides access to the Data Exchange work area along with will access to all the HDL tasks.
Notes
Page 23 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 97 - Business Process Model Information
Slide notes
The business processes associated with the new capabilities covered in this training are detailed here.
The high level business process for configuring HCM Data Loader is Define Common Applications Configuration for Human Capital Management with
activity Define Batch Data Loads
The high level business process for HCM Data Loader functionality is Manage IT Operations with activity Manage Transaction and Batch Processing
Notes
Page 24 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 98 - Associated Release Training
Slide notes
Additional documentation is available through My Oracle Support.
This documentation provides functional overviews, guidance on how to successfully extract data for bulk loading, the steps to loading your data files and
lots of other really useful information. The documentation includes the following:
Document 1664133.1 - HCM Data Loader User Guide
Document 1429892.1 - Defining a Simple HR Outbound Interface Using HCM Extracts
Document 1559127.1 - Oracle Fusion HCM Extracts Guide
Document 1573099.1 - Oracle Fusion HCM Extracts: Delivery Options
Document 1677090.1 – Fusion HCM Extract Step-by-Step Approach and Troubleshooting Guide
Notes
Page 25 of 26
Adobe Captivate
Friday, February 12, 2016
Slide 99 - Related Reports
Slide notes
Reports that cover the new features are:
The Data Set Summary available in HCM Extracts. This machine readable output provides details of the status of your file and all business objects within it,
along with all messages raised and which records were impacted by the message.
The Data Set Status available from the Diagnostic Framework. This user readable but technical output provides details of failed records to allow Oracle
Support and Development to triage complex issues.
Notes
Page 26 of 26