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White Paper HCM Data Extraction Process: Using Oracle Cloud ERP (An Overview)

Author: Suneetha Rachepalli October-2018 Version 1.0

Contents

1. Introduction ............................................................................................................................................................... 2

1.1 Objective: Need for Fusion Application ................................................................................................. 2

1.2 Purpose ............................................................................................................................................................... 2

1.3 Features in Scope ............................................................................................................................................ 2

1.4 Glossary of Terms ........................................................................................................................................... 3

1.5 Difference Between the Environments ................................................................................................... 3

2. HCM Extraction ......................................................................................................................................................... 4

2.1 Abstract .............................................................................................................................................................. 4

2.2 HCM Extracts .................................................................................................................................................... 4

2.3 Steps for HCM Extraction (Changes only) ............................................................................................. 4

2.3.1 Define Extract Name ............................................................................................................................. 5

2.3.2 Define Root Data Group and Components ................................................................................. 7

2.3.3 Define Other Data Groups and Components ............................................................................. 7

2.3.4 Generate and Compile Fast Formulas ............................................................................................ 8

2.3.5 Generate XSD and Create Word Template .................................................................................. 8

2.3.6 Import Word Template into BI Publisher and Create Report ............................................... 9

2.3.7 Run extract flow and view the output............................................................................................ 9

2.4 Threading database item .......................................................................................................................... 10

2.5 Scope of Parameters While Running the Extraction Process ...................................................... 10

2.6 Description About Changes Only Options ......................................................................................... 11

3. Uses of This Process ............................................................................................................................................. 12

Extraction Process - Get Changes-Only Data Using Oracle ERP Cloud

Copyright © 2018 Evoke Technologies Pvt. Ltd.

1. Introduction

1.1 Objective: Need for Fusion Application

Organizations rely on Enterprise Resource Planning (ERP) systems and software applications to

manage their mundane tasks. Which includes a range of activities such as procurement,

accounting, project management, manufacturing, etc. ERP systems secure and define a vast

number of business processes and facilitate the flow of data between them. By collecting an

organization’s shared transactional data from multiple sources, ERP systems also eradicate data

duplication and data integrity.

Since the 1990s until the beginning of the twenty-first century, ERP adoption grew rapidly, as

more organizations relied on ERP to streamline core business processes and improve data

visibility. ERP systems are considered crucial for managing businesses of all shapes and sizes

across industries.

Here, we will talk about Oracle Fusion, which is an advanced ERP concept, developed by Oracle

Corporation. Unlike other legacy ERP platforms, Oracle supports the usage of cloud, mobile,

social, analytics environment. It offers vast functionality, faster-time-to-market, enhanced

scalability and supports environments like Salesforce & Workday, which are crucial for mid-sized

and small enterprises.

1.2 Purpose

Cloud: Connecting with different applications

Mobility: Having internet access on mobile will allow to access applications from anywhere in

the world

Social: Fusion application should integrate with the social web sites

Analytics: Big Data Projects

Data Storage: Oracle Fusion ERP helps store plethora of data in the same application, e.g. Banks

and financial institutions

1.3 Features in Scope

Overview of Environments:

SaaS: Software as a Service

PaaS: Platform as a Service

On Premises

HCM Extraction



1.4 Glossary of Terms

Software as a Service (SaaS)

Software as a service (SaaS) is a centrally hosted software licensing and delivery model in which

software is licensed on a subscription basis. It is also referred to as "on-demand software".

Platform as a Service (PaaS)

Platform as a Service (PaaS) or Application Platform as a Service (aPaaS) or platform based

service, on the other hand, is a category of cloud computing services that provides a stage

allowing users to develop, run, and manage applications sans the complexity of engineering and

maintaining the infrastructure, typically associated with developing and launching an app.

On-Premises

On-premises software (sometimes "on-premise" or abbreviated as "on-prem") is installed and run

on on-premise computers (in the building) of the person or organization using the software,

instead of a remote facility such as a server farm or cloud.

Human Resource Management (HCM)

Human Capital Management involves practices related to people resource management, focused

on the organizational need to provide a specific set of competencies. HCM software enables HR

managers to determine employee goals and expectations.

1.5 Difference Between the Environments

Cloud On-Premises

SaaS PaaS

No DBA No DBA Requires DBA

No technical expertise

Required Requires technical expertise Requires technical expertise

Requires functional expertise Requires functional expertise Requires functional

expertise

Does not allow modifications Does not allow modifications Allows modifications



2. HCM Extraction

2.1 Abstract

Using HCM extracts method we can automatically pull out the data to identify the incremental

changes after the previous extract runs.

2.2 HCM Extracts

HCM extraction process is a powerful tool in Oracle HCM Cloud Application. This process is

integrated with the cloud to extract the data from Cloud HCM and then uploaded to Oracle EBS

or any other human resources or third-party application. It is used for complex extractions,

reporting and outbound integrations. It helps generate XML and can be integrated with Oracle

Business Intelligence (BI) Publisher to generate formatted output in a variety of supported

formats like CSV, XML, Excel, HTML, RTF, and PDF format.

When we use HCM Extracts as part of an integrated process, we need to develop the process

step by step as given by Oracle. Executing this extraction process will require the support of

‘Human Capital Management Integration Specialist’.

Example

If an employee’s details such as, salary, designation, location are being modified, these changes

must be sent to the specific team that is currently in charge of it. Such details must be directed

through ERP by writing custom PL/SQL programs which will compare the new and old values of

the attributes and then send the output as an attachment to the specific email addresses. Since

cloud environment does not have the process of using custom PL/SQL program, it can be

developed using ‘Changes Only’ HCM Extracts. While developing an extraction process, choose

the ‘Changes Only’ mode by clicking on the parameter values against it.

2.3 Steps for HCM Extraction (Changes only)

Please follow the steps provided by Oracle to develop the HCM extraction process:

Select ‘Data Exchange’ tab from the navigator



Now click on ‘Manage Extract Definitions’

2.3.1 Define Extract Name

In this step, develop or select ‘Changes Only’ along with other parameters, basis which, the

processing engine will recognize the changes.



Click ‘OK’ to continue

Now click on ‘Switch layout’ tab. This will display the page shared below.



2.3.2 Define Root Data Group and Components

Create Data Groups, Records, and Attributes.

Data Group Create

2.3.3 Define Other Data Groups and Components

Creation of more components requires the creation of child components, with a defined link to

the root data group.



2.3.4 Generate and Compile Fast Formulas

At the record level, click on a tab called ‘Action’. It will display two options ‘Generate Fast Formula’

and ‘Compile Fast Formula’. Click on ‘Generate Fast Formula’ to automatically generate the fast

formula for those records. Now, run ‘Compile Fast Formula’ for compilation of the data.

2.3.5 Generate XSD and Create Word Template

When data group hierarchy structure is valid under the ‘Extract Execution Tree’ option, system will

generate XSD file. Through ‘Export XML Schema’ option download the XSD file and prepare the

template.



2.3.6 Import Word Template into BI Publisher and Create Report

Define delivery options: we will define delivery options based on: output type and delivery

mode.

Start Date and End Date: Do not modify

Delivery Option Name: Enter any suitable name

Output Type: Delivery file output type e.g., CSV, XML, DOC etc.

Report: Path of the report created in the BI Publisher

If you created your report in shared folder location, then do not include the shared folder

location path. This path should end with ‘reportname.xdo’

Output Name: Enter any suitable name

Template: BI Publisher report layout name

After developing the RTF document, we will attach it to BI publisher environment and

save it with a desired name. This name must also be provided in the ‘Template’ option.

Delivery Type: Deliver Mode i.e., FTP, Email, Fax etc.

2.3.7 Run extract flow and view the output

Using ‘Submit a Process or Report’ option, we will run extract flow and view the output.



2.4 Threading database item

Threading database item is one of the mandatory options in HCM Extraction process, especially

while selecting the parameter ‘Changes Only’. It is a unique ID in the chosen ‘User Entity’. Select

‘Threading Action Type’ based on ‘User Entity’.

Declare one threading database item for one extract. Now, declare the threading database item

at the root block or any child block level.

2.5 Scope of Parameters While Running the Extraction Process

These parameters can identify new corrections and updates to existing details, by comparing the

data reported earlier.

While running the extraction process under parameter details in ‘Change Only’ mode, select the

‘Changed and marked attributes’ (as show in the diagram below). The processing engine will

generate the status of the data, compare it with the previous runs, and identify the modifications

(if any).



2.6 Description About Changes Only Options

Lookup Value Description

All Attributes While selecting this option, include all data in the

extract. At this time a full extract is run which will

produce the full data output. The archived data is

utilized as a baseline.

Changed Attributes For identifying changes or modifications, this option will

compare Extract run with the previous Extract runs and

by comparing against the baseline, it will display the

modified data only.

Changed and marked attributes This process includes elements that have changed or

marked mandatory.

Changed and marked attributes

with previous values

It will display elements that have changed or marked

‘mandatory’ along with their previous values.

Changed and marked

attributes, previous data under

threading group

It will display the following data under threading data

group:

Changed data

Data marked as mandatory

Previous values

Parent data group values



3. Uses of This Process

This process can identify new corrections and updates to existing details, by comparing the data

reported earlier.

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