Hcm export data rahul vishwanath

Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor 1

Exporting Data

ORACLE FUSION HCM IMPLEMENTATION

PARTNER WORKSHOP

Oracle Fusion Human Capital Management


The following is intended to outline our general product direction. It is intended

for information purposes only, and may not be incorporated into any contract.

It 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

described for Oracle’s products remains at the sole discretion of Oracle.

Safe Harbor Statement


The information in this presentation is correct as of the presentation date.

However, Oracle Fusion HCM continues to evolve and software patches are

applied frequently; therefore this information is subject to change.

Check with your Oracle Representative for updates. This content is not

warranted to be error-free.

Content Subject to Change


Objectives

Overview On Fusion Extract Tools.

Extract Definition Elements : -

Parameters | Blocks | Records | Data Elements | Validations | Delivery Options

Overview on Handling Extracts Using BI Publisher.

Detailed Product Demonstrations.

Future Enhancements.


Overview Fusion HCM Extract Tools


Overview – Fusion HCM Extract Tools

There are two major tools available for

exporting data from Fusion Human Capital

Management

Using HCM Extracts.

Using Oracle Transactional Business

Intelligence. (OTBI)

Using HCM Extracts -

Extracts are used to export large volumes of

complex data into an output file (XML).

The XML file can then be passed/transposed onto

another application such as BI Publisher and can be

sent to a 3rd party application for data processing.

The HCM extract process can :-

1. Extract metadata based on a definition setup.

2. Extract metadata based on given parameter values set up.

3. Integrate with BI Publisher for output delivery.

4. Handle outputs in a variety of acceptable formats such as

PDF, CSV, EFT, XML, MS Excel etc.

5. Handle delivery in various modes such as FTP, Emails, Fax

etc.

6. Help archive historical data.

7. Can be used to extract only the changed data (the delta)

between 2 specific dates.

8. Provide with log files for de-bugging.

9. Can help extract multiple reports using a single extract

process.

10. Extracts can be scheduled to run on a specific date-time

also.





Management

Using HCM Extracts.



Examples of Extracts used for outbound

interfaces -

HR & Payroll or Benefits data to 3rd party service

providers.

HR & Payroll data sent to another application in a co-

existence scenario. *

Examples for complex processes where Extracts

can be used -

1. Send pay slips to employees **

2. Extract data and send letters for mass processing such as

promotions or salary reviews.

3. Handle Statutory reporting.

4. Data archiving.

**Note Before

* 1. In a co-existence scenario a combination of file based imports &

exports using the ETL tool can be used depending on the business

scenario. ETL Tool requires an additional license.

** 2. Done using the bursting option available in the OTBI section.


Fusion HCM Extract Process

Typical steps taken to configure and run the extract process : -

Create & Edit The Extract Definition.

- Extract the parameters - Define blocks & filter records - Define data elements

- Validate & generate the XSD document.

Integrate with BI Publisher.

- Create an template such as an RTF / EFT using BI Publisher using the XSD file

- Create the report and upload the template created.

Setup report options.

- Define a delivery method.

Run the Extract

- Submit the extract process.

Create & Edit

Extract Definition

Integrate With BI

Publisher

Setup Report

Options

Run The Extract


Fusion HCM Extract Process – Use Case

Create an Extract

Definition

Extract Report & Meta

Data

Extract Report & Meta

Data

(correct errors etc)

Hewitt / ADP

Customer Systems

Archive TablesView HCM Process

Results

Refine HCM Extract

DefinitionFlow Pattern Metadata Submit HCM Process

Third party Service Providers

and External Systems

Refine HCM extracts by setting up additional parameters in an existing extract to fetch the data.

E.g. 1st extract data on a Global level, then refine the extract process to extract data for a specific region alone.


Elements to a HCM Extract

Definition


Extract Parameters : Used to filter the results of the data retrieved based on the criteria defined within the extract

definition.


Extract Blocks: Represent the logical entities (Organizations, persons, employees etc.) which contain the SQL

queries for retrieving the data.

Using extract blocks, users can specify conditions of what data needs to be extracted alongwith conditions such as

setting of expressions for a complex fast formula.


Extract Block Links: Contains information about the user entities defined within the extract definition. This feature

helps capture the association between the extract blocks via the database items.


Extract Records: Physical collection of elements of fields and associated data elements which needs to be

extracted.


Extract Data Elements: Selective attributes of a record or an attribute group.


Extract Validation: Users can validate their extract definitions by compiling any fast formulas that it may contain by

generating the XML schema definition(XSD) file.

The exported XSD file is then used by the BI Publisher to create the template required to save the extracted definition.

Validates the

extracts defined.

Validates all the fast

formulas defined.


Delivery options for any extract is defined by specifying the BI Publisher

delivery file output type (such as CSV, Excel etc) and the associated

delivery types (such as E-Mail, Fax, FTP etc).

Based on the type of delivery options users select, they may have to

provide additional details. For example, if the users select FTP as a

delivery type then users would have to : -

Provide an appropriate server name.

User name & password details.

If within the XML the output should be sent to multiple recipients at the

same time, then a bursting node can be mentioned.

For e.g. If all employees should be sent a pay slip to be delivered via

email, then the bursting node would be the Employee_ID.

**Note Before

The documents of record option if selected, enables storage of the output file in the database.

This option is best suited for extracting pay slips and storing them in the database for the employees to view them online.

Extract Delivery Options


PDF By Email :



EFT By Email :



Report Categories:

Report Categories help users to create combinations of various

delivery options under a single extract.

Using this feature, users can deliver multiple forms of output to

multiple users. For e.g. **

A PDF report by email to the HR.

An electronic funds transfer (EFT) file by FTP to a third party.


** Two delivery options would have be to created within the same report category to achieve this output.


Demo # 1 – Create & Manage HCM Extracts

Create A Simple HCM Extract With Blocks

Employee

Departments

Add Criteria’s & Records To The Extracts Block.

Department

Employee

Create a Summary Record.

Compile Formulas & Generate The XSD File.





Management

Using HCM Extracts.



We will now use the XSD file generated &

BI Publisher desktop to create a report

template.

We have already discussed on these topics

during the BI & Reports Lesson: -

The BI Process Flow.

BI Publisher Elements :-

Data models.

Data sources.

Briefing books.

Reporting agents.

Pre Requisites :

Users need to install JDK v7.0 or later along with BI Publisher Desktop.

BI Publisher Desktop can be downloaded from www.oracle.com or users

can use Google to search for the tool and navigate to the download page.

Please use the 32-bit installer for BI Publisher Desktop even if you have a

64-bit operating system installed.

http://www.oracle.com/






Demo # 2 – Convert XML Data To Create A Template Using BI Publisher

Create the RTF Template

Create a BI Publisher Report Template

Use the RTF template as a schema to create a BI Publisher template.

Set the Extract Delivery Options.

Run the Extract Process.

(Navigator Payroll Checklists)


Oracle Enterprise Repository

(OER)


Oracle Enterprise Repository (O.E.R.)

Oracle Enterprise Repository (OER) is a unified

repository for integration assets, cataloging the

following:

Web services

Service data objects

SOA composites

Interface tables

Events, etc.

All integration assets and their details are

documented in OER.

O.E.R is available for Fusion HCM SaaS customers

and aims to ease integration efforts by:

Simplifying application integration SOA projects

Supporting end-to-end management of application

integration

Enabling consumption and govern usage

Providing visibility and impact analysis of interfaces

used in projects

Facilitating changes and upgrades

https://fusionappsoer.oracle.com

https://fusionappsoer.oracle.com/


Future Enhancements


Future Enhancements

Usability Enhancements :

Easy access to complete the DBI lists.

New UI to drag and drop layout editor for DB

groups.

Automated formula generation & compilation.

Support for scheduling extract runs on a recurring

basis.

Enhanced data dictionary organized in

hierarchy/groups.

Web Services :

Various web services to include payment methods

for Payment Migrations

( Personal, Organizational & Third party services)


Technology

Hcm export data rahul vishwanath