your cloud, your implementation, your way

Your Cloud, Your Implementation, Your Way

Shince Francis, ERP Cloud Leader, PwCLakshmi Sampath, ERP Cloud Evangelist, Oracle

April 2017

Copyright © 2016 Oracle and/or its affiliates. All rights reserved. |

Safe Harbor Statement

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.

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Agenda

• Case-Study Summary

• Content Migration

• Integration Overview

• Reporting in ERP Cloud

• Security in ERP Cloud

• Demo

• R12 New Features

• Best Practices

• ERP Cloud Resources


ERP Cloud Content Migration Overview


Content Migration Options for ERP CloudConfiguration Type Tool Content Migration Support

Data Extensions Flexfields/FSM Functional Setup Manager (FSM) Configuration Package export/import(Doc ID – 1510288.1 – Guidance for Managing Customizations in Oracle Cloud Application Services: Flexfield Migration)

Reporting/Business Intelligence

OTBI, BIP, FR Studio Oracle Transactional Business Intelligence (OTBI)archive/unarchive facility and BI Publisher Reporting (BIP) download/upload facility.(DOC ID – 1510577.1, 1611612.1)

Functional Setup FSM FSM – Configuration Package export/import migrates all setup for a logical business object (LBO)Row level migration for BU, Ledger, Subledger applications

Functional Setup Rapid Implementation Rapid Implementation Spreadsheet templates are available for download from Financials Configuration for RI task list in FSM


Rapid Implementation

• Focus on critical setup steps and setup for most commonly used featuresStreamlined Configuration Template

• Simplified set up experience with many fields defaulted to most common use cases

• Leverage native and familiar spreadsheet functionality for data entry and data review

Spreadsheet Interface for setting up Enterprise Structures,

Banks, Branches, and Accounts

• Leverage native and familiar spreadsheet functionality for data entry and data review

Spreadsheet Interface for setting up Taxes


ERP Cloud Integration Overview

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Rapid & Cost Effectiveon-boarding &Implementation

Accelerate & Automatebusiness processes across applications

Preserve & Extendexisting IT Investment

Complete & Moderncloud solutionin the industry

ERP Cloud

ERP Cloud IntegrationOverview

Integration Platform

Co-existence Solutions

Pre-packaged Integrations

Inbound Cloud Connectors

Outbound Cloud Connectors


ERP Cloud Integration Overview

Derive higher returns from your existing IT investments

Move forward with cutting-edge applications that seamlessly integrate with your existing on-premise Oracle solutions without huge costs or extended deployment timeframes

Cloud to On-Premise Integrations

Stay informed and take accurate decisions with best in class business intelligence suite

ERP Cloud Service comes with a range of reporting and analytics capabilities to suit varied integration needs of your organization

Outbound Integrations

Derive higher returns from your existing IT investments Move forward with cutting-edge applications that seamlessly integrate with your existing Oracle solutions without huge costs or extended deployment timeframes.

Cloud Connectors

Web Services

Preserve your existing investments in external applications

Public services to integrate with legacy applications and third party point solutions

Interface transactions and master data in bulk with out-of-the-box spreadsheet templates. These templates would simplify your on-boarding and recurring transaction importFile Based Data Load

Increase efficiencies with integrated end to end cloud solutions

ERP Cloud Service comes with pre-built integration options that enable you to integrate your end to end transaction processes across cloud solutions

Cloud to Cloud Integrations

Most comprehensive cloud solution for your business

Seamless integration between ERP, Sales and HCM Cloud Services automates your end to end business processes without integration effort or development costsSales and HCM Cloud

Financials ProcurementProject Portfolio

ManagementSupply Chain Management


ERP Cloud Reporting Overview


Rep

ort

ing

Bal

ance

sTr

ansa

ctio

nal

Dat

a

FinancialReporting

Management Reporting, Board Room Quality,Distribution, Snapshot or Live Reporting,

Graphs & Charts, Multiple Output Options

High VolumeSpecific Format

BI Publisher

Ad hoc, Dashboards, Infolets,Charts/Graphs, Flexible Output

Transactional BI(OTBI)

Ad hoc Analysis, Pivot Tables,Graphs & Charts, MS Office

Smart ViewSunburst

Reporting in ERP Cloud


ERP Cloud Security


ERP Cloud – Security Highlights• Role Based Access

• Segregation of Duties Enforcement

• Data Security

• Privacy

• Identity Management and Access Provisioning

• Enforcement across tools

• Integration with Governance Risk and Controls – A rich reference implementation Roles that you will recognize as Jobs

– Duties you will recognize as a line item description of those jobs

– Role hierarchy that contains the duties for those jobs

– Duties respect the segregation of duties constraints that come with GRC Access Controls Governor

– Set of data security policies that helped us build the application

– Attributes considered Personally Identifiable and what roles are authorized to view those attributes


Security in ERP Cloud

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Data-driven decision making

Increase Insight

Real-Time Insight for Everyone

Live, multi-dimensional reporting and analysis

Graphical indicators, ad-hoc reporting, spreadsheet analysis & traditional reporting with drilldown meet a wide range of reporting needs

Custom analytical apps for mobile devices

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Demonstration


Implementation Best Practices


Implementation Best Practices• Provisioned Environments use English as the default language. Raise SR to

get the language packs

• When first assigned, test and production environments are assigned a default sizing.

• Review MOS Doc ID 1385107.1 “Best Practices for Client and Browser Settings for Fusion Applications”

• Check if all users, other than implementation users, should be created as employees first

• Using Rapid Implementation tasks and associated spreadsheet templates (where available) saves on manual data entry effort and can expedite your configuration process.


Implementation Best Practices• You need to plan ahead when scheduling a P2T refresh to avoid delaying your

implementation by requesting your P2T refresh via a SR at least 4 weeks ahead of time. Both environments should be at the same patch level. The process requires no downtime for your production environment but your test environment will be down for at least one day.

• If you have refreshed data from your production environment to your test environment be aware that real email addresses of suppliers and employees will be migrated to the test environment.

• Use Rapid Implementation Spreadsheets and File Based Data Import files to track the master configuration and master content to be loaded into your production environment, and keep the master configuration and content up-to-date as a result of your prior test cycles.


Implementation Best Practices

• All inbound and outbound file flows leverage Universal Content Management (UCM), refer to My Oracle Support article “How to transfer the data file to the integrated content management server. (Doc ID 1584415.1).

• Only seeded BI Publisher XML extracts which come with seeded report templates can be used to create new report templates. You cannot create new BI Publisher XML extracts in an Oracle Financials Cloud environment.

April 2-6, 2017 in Las Vegas, NV USA #C17LV

A 55,000+ member user community for JD Edwards, PeopleSoft and

Cloud Applications customers.

Visit Quest International Users Group at Booth #435

Learn how Quest can help you receive 4x the return on your ERP investment

Walk through a customized Quest Activation Plan (QAP) to help your ERP

team

Find out more about Quest’s product-specific events, PeopleSoft

RECONNECT and JD Edwards INFOCUS

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