Loading Data into Oracle Fusion HCM with the File-Based Loader

1. Loading Data into Oracle Fusion HCM with the File-Based Loader Senior Technical Consultant – Brian Kim Oracle OpenWorld 2013

2. Agenda

3. About Emtec “We are a dedicated team of highly-skilled consultants, engineers, deployment and integration specialists committed to delivering world-class service to your organization.” Our offerings span the entire IT lifecycle: • Cloud Technologies • Application Outsourcing • Infrastructure Services • Consulting Services • Packaged Applications • Cloud Computing

4. Introduction Goals of this Presentation • Describe the File Base Loader process • Share lessons learned • Share anecdotal experience

5. Introduction Fusion Data Integration and Conversion Options

6. Introduction File Based Loader • Data conversion utility that will load data from a standard flat file • Loads complex business objects like Person and Worker • Supports Date Effective history and high volume for full data conversion of supported objects

7. Introduction Supported Business Objects in File Based Loader

8. Solution Overview - File Based Loader

9. Solution Overview - File Based Loader

10. Solution Overview - File Based Loader Step 1 – User Performs Setups in Fusion

11. Solution Overview - File Based Loader Step 1 – User Performs Setups in Fusion Configuration Items • Location • Division • Job Family • Job Function • Manager Level • Job Grade and Grade Rate • Grade Ladder • Business Unit Set Assignment • Action • Assignment Status • Reference Data Set • Reference Set Assignment • Enterprise Structure • Legislative Data Group • Legal Address • Legal Entity • Job Code • Action and Reasons • Action Reason

12. Solution Overview - File Based Loader

13. Solution Overview - File Based Loader Step 2 – Extract Fusion Reference Data

14. Solution Overview - File Based Loader Step 2 – Extract Fusion Reference Data

15. Solution Overview - File Based Loader Step 2 – Extract Fusion Reference Data

16. Solution Overview - File Based Loader

17. File Based Loader Step 3 – Data Mapping

18. File Based Loader Step 3 – Data Mapping

19. Data Mapping Options • Manage the Files Manually • Develop a ETL program in your source system • Use a third party ETL Tool

20. Solution Overview - File Based Loader Step 3 – Data Mapping 1. Upload Source File 2. Upload Target File 3. Load Files into memory

21. Solution Overview - File Based Loader Step 3 – Data Mapping Generate FBL File

22. Data Mapping Deparment File Based Loader File

23. Data Mapping Data Transformation Types • One-to-One Mapping • Default Values • Date Format Conversions • Concatenation of two columns • Concatenation of a column and a default value • Cross Referencing of Values • Cross Referencing of Fusion Configuration

24. Data Mapping Data Transformation Types • One-to-One Mapping FBL File Source

25. Data Mapping Data Transformation Types • Default Value FBL File Source Default Value “DEFAULT”

26. Data Mapping Data Transformation Types • Date Format Conversions FBL File Source Fusion Date Format “YYYY-MM-DD”

27. Data Mapping Data Transformation Types • Concatenation of two columns FBL File Source

28. Data Mapping Data Transformation Types • Concatenation of a column and a default value FBL File Source Default Value “DEF”

29. Data Mapping Data Transformation Types • Cross Referencing Values FBL File Xref Table Source

30. Data Mapping Data Transformation Types • Cross Referencing Fusion Configuration FBL File Fusion Config File Xref Table Source

31. Solution Overview - File Based Loader

32. Solution Overview - File Based Loader Step 4 – Produce Upload File

33. Solution Overview - File Based Loader

34. Solution Overview - File Based Loader Step 5 – Transfer ZIP File to SFTP Server

35. Solution Overview - File Based Loader

36. Solution Overview - File Based Loader Step 6 – Invoke Fusion Data Process

37. Solution Overview - File Based Loader Step 6 – Invoke Fusion Data Process

38. Solution Overview - File Based Loader Step 6 – Invoke Fusion Data Process

39. Solution Overview - File Based Loader Step 6 – Invoke Fusion Data Process

40. Solution Overview - File Based Loader Step 6 – Invoke Fusion Data Process

41. Solution Overview - File Based Loader Step 6 – Invoke Fusion Data Process

42. Solution Overview - File Based Loader Step 6 – Invoke Fusion Data Process

43. Solution Overview - File Based Loader Step 6 – Invoke Fusion Data Process

44. Implementation Considerations Lessons Learned • Choosing Effective Dates wisely is critically important • Loading the “Department” and “Location” objects can be done relatively quickly • Loading the “Person” and “WorkRelationship” objects take more time • Email addresses are tied to Security

45. Implementation Considerations Required Skills • Fusion HCM functional knowledge • Legacy System functional knowledge • Detailed oriented • Data conversion experience

46. Implementation Considerations Implementation Resources • Fusion Functional Resource • Source System Functional Resource • Technical Resource Dedicated to FBL • Technical Resource for remaining technical tasks (Security, Reporting, Issue resolution…)

47. Implementation Considerations Allocation of Time during FBL Process

48. Questions? Thank you for your time! • Brian Kim • Senior Technical Consultant, Emtec Inc. • Brian.Kim@emtecinc.com