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Using Oracle Fusion Functional Setup Manager
Prepared by: Anil Minocha and Anil Patil Oracle Practice Fujitsu America, Inc.
Session ID#: 10448
Agenda ■ About Fujitsu ■ Functional Setup Manager (FSM) Overview ■ Terminology and Key Concepts ■ FSM Lifecycle Process
■ Plan the Implementation ■ Configure Offerings ■ Create Implementation Project ■ Export/Import Setup Data ■ Maintain Setup Data
■ Summary ■ Questions and Answers
About Fujitsu
Quick Facts
Global Presence Fujitsu By the Numbers ■ We do everything in ICT. We use our experience and
the power of ICT to shape the future of society with our customers.
■ Operates in five regions and more than 100 countries ■ 162,000 Fujitsu people support customers in more
than 100 countries. ■ Fortune named Fujitsu as one of the “World's Most
Admired Companies” three years in a row (2013, 2014 and 2015)
*Source: Gartner, *2013 IT Services Vendor Revenue. " Market Share: IT Services, 2013" 31 March 2014(GJ14174)
Fujitsu in North America Fujitsu and Oracle
■ Japan’s largest IT services provider and No. 4 in the world.*
■ US $46.2 Billion Global Revenue ■ 46% of Global Revenue from IT Services ■ Serves more than half the Global Fortune 500 ■ Over 18,500 employees are engaged in R&D within
the Fujitsu Group ■ US$2B investment to FY16 (Business & Social
Innovation, global delivery)
■ More than 60 years operating in the Americas; strong and broad footprint in the market
■ Providing hardware, cloud, application consulting and managed services
■ A flexible and adaptable local partner with offices and key resources in every major market across the continent
■ More than 6,500 employees serving customers in the U.S., Canada and the Caribbean
■ Research and development operations in California, Texas and North Carolina
■ State-of-the-art data centers in California, Texas, North Carolina, Saskatchewan and Trinidad
■ Global service desks in Quebec and Costa Rica ■ Cloud and private hosting services provider
■ Over 30 years of partnership ■ 2nd largest Oracle reseller globally ■ One of only 12 Oracle Diamond Partners globally ■ Over 50 Oracle Specializations and 13 Advanced
Specializations including Fusion ERP Financials. Our Specializations cover the entire “Oracle Red Stack”
■ US$1 Billion Oracle business is managed at Fujitsu ■ Significant expertise delivering Oracle projects across
geographies and industries ■ Private hosting/cloud capability for Oracle customers ■ Focus areas include: ERP, legacy modernization,
consulting and systems integration services and applications management services
■ Oracle Focused Solution Offering (FSO) : Fujitsu Automotive Supplier Templates – FAST Flows Solution
Global Presence Fujitsu By the Numbers
Functional Setup Manager (FSM)
Overview of Setup Process ■ Plan and Configure
▪ Review Products and Functionality
▪ Decide about Configuration ▪ Assign tasks to SMEs ▪ Fine-Tune the tasks
■ Implement ▪ Collect Data ▪ Enter Setup Data ▪ Test
■ Deploy ▪ Identify Setups to Deploy ▪ Export and Import ▪ Verify Data
Functional Setup Manager (FSM)
■ Functional Setup Manager (FSM) provides a guided, integrated, end to end application setup process for functional administrators
■ Enables rapid and efficient planning, implementation and deployment
■ Enables easy management of setup data changes
Terminology and Key Concepts
Terminology and Key Concepts ■ Provisioning
▪ Orchestrates the installation, configuration, and deployment of applications product offerings from a system point of view. ▪ Installing the software and making available for implementation
■ Offerings — Highest level grouping of functionality that can be licensed and
implemented. Offerings have to be selected during provisioning
— A Fusion Offering may have one or more Options and / or Features
▪ Options — Option is a piece of specific functionality that you may want to
implement as part of the offering and may not be relevant to all impl.
▪ Features — Alternative business methods or rules used to fine tune business
processes and activities supported by offering or an option
Example of Offering, Option and Features
Financials (Offering)
Supplier Invoice Processing
Expenses (Option)
Fixed Assets (Option)
Customer Invoice Processing
Intercompany (Option)
Financial BI
Analytics
Enterprise Structure Guided Flow GRC Local Installation of Help More
(Features)
Corporate Cards with Expenses (Feature)
Expense Receipt Image Processing (Feature)
Example of Offering, Option and Features
Terminology and Key Concepts ■ Implementation Projects
▪ After the offering and functional area selections are made, an implementation project is created
▪ Collection of all Tasks and Task Lists
■ Tasks and Task Lists ▪ Tasks provide the navigation to the setup pages where the setup data
is entered
▪ Task Lists are the sequential and logical group of setup tasks to be performed to implement a particular offering
■ Scope ▪ Refers to an object that allows a task list to be executed repeatedly. An
example of a scope value is Business Unit, where you select a particular business unit and perform all setup tasks for that BU
■ Configuration Package ▪ Combined unit of an implementation project and its related setup data
for moving from one instance to another
Key Benefits
Setup Manager
Setup Offerings
Setup Export and Import
Setup Reporting
Self service process for planning, implementation and deployment
Configurable and extensible pre-packaged setup tasks
Configuration packages to move setup across systems
Report on functional configurations and data
Manage all aspects of functional setup in one interface
Customize setup per business requirements
Export and Import setup data consistently and quickly
Accurately report, audit, and validate setup configuration and data
Feature Capability Benefit
FSM Lifecycle Process
Implementation Process
Plan Configure Implement Export / Import Maintain
Getting Started
Configure Offerings
Manage Implementation Projects
Manage Configuration Package
Perform Maintenance Tasks
Provision / Install Plan
FSM
Plan: Know your requirements ■ In this phase, the implementation manager:
▪ Plans and discovers the offerings, options and features that are available in Oracle Fusion applications
▪ Researches the requirements ▪ Utilizes Predefined Offerings and Prepackaged reports
■ Standard Reports related to each offering: ▪ Offering Content Guide – business processes and sub
processes available with the offering ▪ Associated Features – optional functionalities – Options/
Features to decide which are applicable ▪ Setup Task Lists and Tasks – complete list of setup tasks ▪ Related Business Objects – full list of setup data to be entered
before the offering is ready for transactions ▪ Related Enterprise Applications – list of J2EE applications
comprising the offering
Plan: Getting Started
Offering Content Guide
Setup Task List & Tasks
Getting Started With Implementation
Create Implementation User
Assigning Roles
■ Click on the Roles tab. In the Roles tab, the ALL USERS role will already be assigned by default
■ Click Assign icon to bring up the window to search for additional roles to add to the user.
Assigning Roles ■ Add the following roles as shown below ■ If you are not able to search the roles, there might be an
issue with the LDAP entries not synchronized into Oracle Identity Manager Store. Please follow the instructions given in the Metalink Doc Fusion Applications - IT Security Manager Role Not Found In Oracle Identity Manager (Doc ID 1377101.1)
Create Implementation User
■ Logout & Login using the created Implementation User
Manage Implementation Projects
Manage Configuration Packages
Exports Results Report
Setup Data Report
Calendar Setup Data
Ledger Setup Data
Additional Resources
■ Functional Setup Manager (FSM): Export and Import Best Practices (Doc ID 1905704.1)
Summary
Functional Setup Manager
Centralized Setups
Predefined Task and Task list
Configurable & Extensible
Easy Navigation to Setup Screens
Setup Data Export & Import
Setup Data Comparisons
Setup Data Reporting
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