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PwC
Importing Data - Overview
8
There are two mechanisms available for importing data into Fusion Human
Capital Management
1. HCM File Base Loader (FBL)
2. Spreadsheet Data Loader
PwC Methodology -
Importing data into
Oracle Applications
www.pwc.com/pk
A.F.FERGUSON & CO.
A member firm of the PwC network
PwC
Importing Data
Which tool to choose?
9
Sr.No Spreadsheet Data Loader HCM File Based Loader
1. Helps loads simple hierarchical and non-hierarchical
data.
Helps load complex hierarchical data.
2.
Can support only small to medium data volumes since
MS Excel has limited number of rows and columns.
Can support large data volumes.
3. Best suited for one time migration. Can be useful where a frequent data update is
required.
4. Does not support loading of object history. Supports loading of object history.
5.
Data cleansing and validation is required since data is
on an excel based format.
No such restriction.
6.
Supports update only for limited number of business
objects.
No such restriction.
PwC
Program Agenda
Importing Data
Oracle Fusion HCM File Base Loader (FBL)
Oracle Fusion HCM Spreadsheet Data Loader
1
2
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 37
3
PwC
Oracle HCM File Base Loader
Use Cases
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 11
• Data Migration
– Legacy Application Retirement
• Data Replication
– Integration with third party
applications
– Coexistence scenario
PwC
Oracle HCM File Base Loader
How FBL Works?
12
Import Source Data
to Stage Tables Stage Tables
Load Data to
Application Tables
Application
Tables
PwC
Oracle HCM File Base Loader
How FBL Works?
13
Configure the Load
Batch DataProcess
Define Oracle
FusionBusiness
Object
Generate the
Mapping File of
CrossReference
Information
Import Sourceto
the StageTables
Load Data from
Stage Tables to the
ApplicationTables
Fix Batch-Load
Errors
OracleWebCenter
ContentServer
Import Cross
Reference
Information tothe
Source
Environment
Map Source Datato
the ReferenceData
Extract theSource
Data
Place Extracted
Data on the Oracle
WebCenterContent
Server
MappingFile
MappingFile
SourceData
SourceData
Application
Tables
Oracle Fusion HCM
Any Source
PwC
Oracle HCM File Base Loader
Supported Business Objects
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 14
Order BusinessObject Dependencies Comments
1 Action None
2 ActionReasons Actions
3 Location None
4 BusinessUnit None You must map each business
unit to a default set
immediately after load.
5 Grade None
6 GrateRate Grate, Business
Unit
7 JobFamily None
8 Job Job Family,Grade
9 SalaryBasis GradeRate
10 Establishment None
11 RatingModel None
12 Talent
Profile
Content
Item
RatingModel
Order BusinessObject Dependencies Comments
13 Talent
Profile
Content
Item
Relations
hip
Content
Item,
Establish
ment
14 Person None Employees,contingent
workers, pending workers,
and nonworkers
15 PersonContacts Person
16 Person
Documentat
ion
Person Citizenship, Passports, and Visas only.
17 Department Location,
Person,
Business
Unit
18 Position Job,Department
19 WorkRelationship Person,Position Includes contracts for the 3-tier
(single assignment – single
contract) employmentmodel.
20 Salary SalaryBasis
21 ElementEntry WorkRelationship
PwC
Oracle HCM File Base Loader
Sample Data with which we will work
15
Person Number will be STUDENT<xxx>,
where xxx is the number assigned toyou.
For these employees, our sample load files will include the
following 10 business objects:
•Location
•BusinessUnit
•Grade
•GradeRate
•JobFamily
•Job
•Person
•Department
•Position
•WorkRelationship
PwC
Program Agenda
Importing Data
Oracle Fusion HCM File Base Loader (FBL)
Oracle Fusion HCM Spreadsheet Data Loader
1
2
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 10
3
PwC
Oracle HCM Spreadsheet Data Loader
Points to Note
Using Spreadsheet Loader UsersCan:
Create supportedobjects.
Update any worker assignment records.
Users can also update salary records by indicating in the spreadsheet whether to create, update or
delete.
Date Effectivity :
While creating or updating worker assignment records, users can use SBL to both correct and updaterecords.
To correct a record, specify the same effective start date which was used to create the record.
To update a record, specify a different effective start date.
Flexfield Support:
Descriptive flexfeilds - Locations, departments, jobs, job families, worker, worker relationship assignment
spreadsheets. Developer descriptive flexfeilds – worker & worker relationship assignment spreadsheets.
Extensible flexfeilds – Organization manager information, GL cost center information.
Work Day information is supported in the departmentspreadsheet.
PwC
Oracle HCM File Base Loader
How FBL Works?
16
Configure the Load
Batch DataProcess
Define Oracle
FusionBusiness
Object
Generate the
Mapping File of
CrossReference
Information
Import Sourceto
the StageTables
Load Data from
Stage Tables to the
ApplicationTables
Fix Batch-Load
Errors
OracleWebcenter
ContentServer
Import Cross
Reference
Information tothe
Source
Environment
Map Source Datato
the ReferenceData
Extract theSource
Data
Place Extracted
Data on the Oracle
WebCenterContent
Server
MappingFile
MappingFile
SourceData
SourceData
Application
Tables
Oracle Fusion HCM
Any Source
PwC
Oracle HCM File Base Loader
How FBL Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 18
Configure the Load
Batch DataProcess
Define Oracle
FusionBusiness
Object
Generate the
Mapping File of
CrossReference
Information
Import Sourceto
the StageTables
Load Data from
Stage Tables to the
ApplicationTables
Fix Batch-Load
Errors
OracleWebcenter
ContentServer
Import Cross
Reference
Information tothe
Source
Environment
Map Source Datato
the ReferenceData
Extract theSource
Data
Place Extracted
Data on the Oracle
WebCenterContent
Server
MappingFile
MappingFile
SourceData
SourceData
Application
Tables
Oracle Fusion HCM
Any Source
PwC
Oracle HCM File Base Loader
How FBL Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 20
Configure the Load
Batch DataProcess
Define Oracle
FusionBusiness
Object
Generate the
Mapping File of
CrossReference
Information
Import Sourceto
the StageTables
Load Data from
Stage Tables to the
ApplicationTables
Fix Batch-Load
Errors
Oracle WebCenter
ContentServer
Import Cross
Reference
Information tothe
Source
Environment
Map Source Datato
the ReferenceData
Extract theSource
Data
Place Extracted
Data on the Oracle
WebCenterContent
Server
MappingFile
MappingFile
SourceData
SourceData
Application
Tables
Oracle Fusion HCM
Any Source
PwC
Oracle HCM File Base Loader
How FBL Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 22
Configure the Load
Batch DataProcess
Define Oracle
FusionBusiness
Object
Generate the
Mapping File of
CrossReference
Information
Import Sourceto
the StageTables
Load Data from
Stage Tables to the
ApplicationTables
Fix Batch-Load
Errors
Oracle WebCenter
ContentServer
Import Cross
Reference
Information tothe
Source
Environment
Map Source Datato
the ReferenceData
Extract theSource
Data
Place Extracted
Data on the Oracle
WebCenterContent
Server
MappingFile
MappingFile
SourceData
SourceData
Application
Tables
Oracle Fusion HCM
Any Source
PwC
Oracle HCM File Base Loader
How FBL Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 24
Configure the Load
Batch DataProcess
Define Oracle
FusionBusiness
Object
Generate the
Mapping File of
CrossReference
Information
Import Sourceto
the StageTables
Load Data from
Stage Tables to the
ApplicationTables
Fix Batch-Load
Errors
Oracle WebCenter
ContentServer
Import Cross
Reference
Information tothe
Source
Environment
Map Source Datato
the ReferenceData
Extract theSource
Data
Place Extracted
Data on the Oracle
WebCenterContent
Server
MappingFile
MappingFile
SourceData
SourceData
Application
Tables
Oracle Fusion HCM
Any Source
PwC
Oracle HCM File Base Loader
How FBL Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 26
Configure the Load
Batch DataProcess
Define Oracle
FusionBusiness
Object
Generate the
Mapping File of
CrossReference
Information
Import Sourceto
the StageTables
Load Data from
Stage Tables to the
ApplicationTables
Fix Batch-Load
Errors
Oracle WebCenter
ContentServer
Import Cross
Reference
Information tothe
Source
Environment
Map Source Datato
the ReferenceData
Extract theSource
Data
Place Extracted
Data on the Oracle
WebCenterContent
Server
MappingFile
MappingFile
SourceData
SourceData
Application
Tables
Oracle Fusion HCM
Any Source
PwC
Oracle HCM File Base Loader
How FBL Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 28
Configure the Load
Batch DataProcess
Define Oracle
FusionBusiness
Object
Generate the
Mapping File of
CrossReference
Information
Import Sourceto
the StageTables
Load Data from
Stage Tables to the
ApplicationTables
Fix Batch-Load
Errors
Oracle WebCenter
ContentServer
Import Cross
Reference
Information tothe
Source
Environment
Map Source Datato
the ReferenceData
Extract theSource
Data
Place Extracted
Data on the Oracle
WebCenterContent
Server
MappingFile
MappingFile
SourceData
SourceData
Application
Tables
Oracle Fusion HCM
Any Source
PwC
Oracle HCM File Base Loader
How FBL Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 30
Configure the Load
Batch DataProcess
Define Oracle
FusionBusiness
Object
Generate the
Mapping File of
CrossReference
Information
Import Sourceto
the StageTables
Load Data from
Stage Tables to the
ApplicationTables
Fix Batch-Load
Errors
Oracle WebCenter
ContentServer
Import Cross
Reference
Information tothe
Source
Environment
Map Source Datato
the ReferenceData
Extract theSource
Data
Place Extracted
Data on the Oracle
WebCenterContent
Server
MappingFile
MappingFile
SourceData
SourceData
Application
Tables
Oracle Fusion HCM
Any Source
PwC
Oracle HCM File Base Loader
How FBL Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 32
Configure the Load
Batch DataProcess
Define Oracle
FusionBusiness
Object
Generate the
Mapping File of
CrossReference
Information
Import Sourceto
the StageTables
Load Data from
Stage Tables to the
ApplicationTables
Fix Batch-Load
Errors
Oracle WebCenter
ContentServer
Import Cross
Reference
Information tothe
Source
Environment
Map Source Datato
the ReferenceData
Extract theSource
Data
Place Extracted
Data on the Oracle
WebCenterContent
Server
MappingFile
MappingFile
SourceData
SourceData
Application
Tables
Oracle Fusion HCM
Any Source
PwC
Oracle HCM File Base Loader
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 33
Points to Note
While Updating Objects:
Best practice states that only the relevant entities and attributes of a related object (s) should be updated and not the entire business object.
e.g. If a person’s address changes, then users can just upload the new address. *
Within an entity for an object, users can chose to omit optional attributes and can also change the order of the columns.
Users should note that if they change an attribute that appears in all entities of an object, then they should remember to change it in all the
entries of an object. e.g. The logical start date for a work relationship.
For Date Effective Objects:
Users should avoid uploading the complete object history. They can chose to upload a partial history. The changes are applied automatically
to the relevant physical records. e.g. changed attribute values within a effective start date and end dates.
Users should specify logical start dates and logical end date for any object. **
Any primary objects such as primary assignments cannot be end dated with a logical end date unless they are tagged as non-primary first.
**Note Bene
* The exception to this general rule is work relationships. Users must upload all entities of the work relationship while uploading.
** For date effective objects, two additional columns exist in the data (.dat file) called LSD (logical start date )& LED (logical end date). Setting either of them to “Y”
indicates that a new value has beenspecified.
PwC
Oracle HCM File Base Loader
Points to Note
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 34
While Setting Attributes toNULL:
Users can set non null attributes to “Null” using an appropriate directivevalue.
For example : If the value isa
VARCHAR2 or NUMBER value then users can use #NULL
DATE value then, users can set it to 31-DEC-0001 (or the equivalent date format)
PwC
Oracle HCM File Base Loader
Flexfields
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 35
Flexfield Support:
Using FBL, users can load DFF data for the following business objects.
Departments (PER_ORGANIZATIONS_DF)
Grades(PER_GRADES_DF)
Citizenship (PER_CITIZENSHIPS_DFF)
Assignments (PER_ASG_DFF)
Ethnicities (PER_ETHNICITIES_DFF)
Jobs (PER_JOBS_DFF)
Locations(PER_LOCATIONS_DF)
Organization Unit (PER_ORGANIZATION_UNIT_DFF)
Persons (PER_PERSONS_DFF)
**NoteBefore
For any other flexfield data, users will have to-
a. Configure & deploy the flexfield data using the Manage Flexfields task.
b. Enter your flexfield data in a supplied data (.dat) file and save it in .csvformat.
c. Open a service request to have the required flexfield data loaded from the .csv file
into yourenvironment.
PwC
Oracle HCM File Base Loader
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 36
Reference Material
Recommended My Oracle Support Documents
• Data Migration and Integration Advisor:Oracle Fusion HCM (Doc ID 1572625.1)
• Oracle Fusion Human Capital Management File-Based Loader for Release 7 and Release 8 (Doc ID1595283.1)
• R8 Data Conversion Reference Library (DOC ID 1666323.1)
PwC
Oracle Fusion HCM Spreadsheet Data Loader
How Spreadsheet Data Loader Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 38
DataExchange
WorkArea
BusinessObject
Spreadsheet
Load Batch Datato
StageTables
ErrorHandling
Application
Tables
GenerateSpreadsheet Upload FailedObjects
Upload
Refresh
**NoteBene
* Some of the spreadsheets support multiple objects. Grade ladders can also be used to upload
grade rates, grade rate values & grades.
Business objects listed in the recommended initialupload order .
Load Batch Datato
ApplicationTables
FailedObjects
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Oracle Fusion HCM Spreadsheet Data Loader
How Spreadsheet Data Loader Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 45
DataExchange
WorkArea
BusinessObject
Spreadsheet
Load Batch Datato
StageTables
ErrorHandling
Application
Tables
GenerateSpreadsheet Upload FailedObjects
Upload
Refresh
**NoteBene
* Some of the spreadsheets support multiple objects. Grade ladders can also be used to upload
grade rates, grade rate values & grades.
Business objects listed in the recommended initialupload order .
Load Batch Datato
ApplicationTables
FailedObjects
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Oracle Fusion HCM Spreadsheet Data Loader
How Spreadsheet Data Loader Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 58
DataExchange
WorkArea
BusinessObject
Spreadsheet
Load Batch Datato
StageTables
ErrorHandling
Application
Tables
GenerateSpreadsheet Upload FailedObjects
Upload
Refresh
**NoteBene
* Some of the spreadsheets support multiple objects. Grade ladders can also be used to upload
grade rates, grade rate values & grades.
Business objects listed in the recommended initialupload order .
Load Batch Datato
ApplicationTables
FailedObjects
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Oracle Fusion HCM Spreadsheet Data Loader
How Spreadsheet Data Loader Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 74
DataExchange
WorkArea
BusinessObject
Spreadsheet
Load Batch Datato
StageTables
ErrorHandling
Application
Tables
GenerateSpreadsheet Upload FailedObjects
Upload
Refresh
**NoteBene
* Some of the spreadsheets support multiple objects. Grade ladders can also be used to upload
grade rates, grade rate values & grades.
Business objects listed in the recommended initialupload order .
Load Batch Datato
ApplicationTables
FailedObjects
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 76
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 78
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 79
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 80
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 81
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 82
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 83
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 84
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 85
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 86
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 87
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 88
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 89
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 90
PwC
Oracle Fusion HCM Spreadsheet Data Loader
How Spreadsheet Data Loader Works?
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 91
DataExchange
WorkArea
BusinessObject
Spreadsheet
Load Batch Datato
StageTables
ErrorHandling
Application
Tables
GenerateSpreadsheet Upload FailedObjects
Upload
Refresh
**NoteBene
* Some of the spreadsheets support multiple objects. Grade ladders can also be used to upload
grade rates, grade rate values & grades.
Business objects listed in the recommended initialupload order .
Load Batch Datato
ApplicationTables
FailedObjects
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 93
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 94
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 95
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 96
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 97
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 98
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 99
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 100
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 101
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 102
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 103
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 104
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 105
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 106
PwC
Oracle HCM Spreadsheet Loader
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 108
Reference Material
Recommended My Oracle Support Documents
• Data Migration and Integration Advisor:Oracle Fusion HCM (Doc ID 1572625.1)
• Example Spreadsheets for Fusion HCM Spreadsheet Data Loader (Doc ID1580082.1)
• R8 Data Conversion Reference Library (DOC ID 1666323.1)
PwC
Activity
the documentThe Following activities can be found at
ImportActivityGuide.pdf
1.Configuring the Load Batch Data Process
2.Generating the Mapping File 3.
4.
5.
6.
7.
8.
9.
10.
11.
Creating HCM File-Based Loader Sample Data
Delivering Data to the Oracle WebCenter Content Server
Importing and Loading Data to Oracle Fusion HCM
Reviewing the Log File
Loading Data to the Application Tables
Validating Loaded Data
Updating Loaded Data
Correcting Load Errors
Validating Updated Data
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 109
PwC
Summary
• Methods of importing data into Oracle
Fusion HCM
•Load data with Spreadsheet Loader
• Load data with File Base Loader
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 110
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 111
Sample Implementation of Cloud graphics
Oracle Fusion HCM
PwC
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 112
PwC
Final Words
I’m hoping that you have, at least, a basic understanding of
OTL by now.
If anything goes wrong while you are implementing it
always double check your Preferences and Profile Options,
but especially your Preferences.
There’s no substitute for experience …or reading the
documentation. So do that as well.
93
Thank
You!
www.pwc.com/pk

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Cloud data loading

  • 1. PwC Importing Data - Overview 8 There are two mechanisms available for importing data into Fusion Human Capital Management 1. HCM File Base Loader (FBL) 2. Spreadsheet Data Loader
  • 2. PwC Methodology - Importing data into Oracle Applications www.pwc.com/pk A.F.FERGUSON & CO. A member firm of the PwC network
  • 3. PwC Importing Data Which tool to choose? 9 Sr.No Spreadsheet Data Loader HCM File Based Loader 1. Helps loads simple hierarchical and non-hierarchical data. Helps load complex hierarchical data. 2. Can support only small to medium data volumes since MS Excel has limited number of rows and columns. Can support large data volumes. 3. Best suited for one time migration. Can be useful where a frequent data update is required. 4. Does not support loading of object history. Supports loading of object history. 5. Data cleansing and validation is required since data is on an excel based format. No such restriction. 6. Supports update only for limited number of business objects. No such restriction.
  • 4. PwC Program Agenda Importing Data Oracle Fusion HCM File Base Loader (FBL) Oracle Fusion HCM Spreadsheet Data Loader 1 2 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 37 3
  • 5. PwC Oracle HCM File Base Loader Use Cases Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 11 • Data Migration – Legacy Application Retirement • Data Replication – Integration with third party applications – Coexistence scenario
  • 6. PwC Oracle HCM File Base Loader How FBL Works? 12 Import Source Data to Stage Tables Stage Tables Load Data to Application Tables Application Tables
  • 7. PwC Oracle HCM File Base Loader How FBL Works? 13 Configure the Load Batch DataProcess Define Oracle FusionBusiness Object Generate the Mapping File of CrossReference Information Import Sourceto the StageTables Load Data from Stage Tables to the ApplicationTables Fix Batch-Load Errors OracleWebCenter ContentServer Import Cross Reference Information tothe Source Environment Map Source Datato the ReferenceData Extract theSource Data Place Extracted Data on the Oracle WebCenterContent Server MappingFile MappingFile SourceData SourceData Application Tables Oracle Fusion HCM Any Source
  • 8. PwC Oracle HCM File Base Loader Supported Business Objects Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 14 Order BusinessObject Dependencies Comments 1 Action None 2 ActionReasons Actions 3 Location None 4 BusinessUnit None You must map each business unit to a default set immediately after load. 5 Grade None 6 GrateRate Grate, Business Unit 7 JobFamily None 8 Job Job Family,Grade 9 SalaryBasis GradeRate 10 Establishment None 11 RatingModel None 12 Talent Profile Content Item RatingModel Order BusinessObject Dependencies Comments 13 Talent Profile Content Item Relations hip Content Item, Establish ment 14 Person None Employees,contingent workers, pending workers, and nonworkers 15 PersonContacts Person 16 Person Documentat ion Person Citizenship, Passports, and Visas only. 17 Department Location, Person, Business Unit 18 Position Job,Department 19 WorkRelationship Person,Position Includes contracts for the 3-tier (single assignment – single contract) employmentmodel. 20 Salary SalaryBasis 21 ElementEntry WorkRelationship
  • 9. PwC Oracle HCM File Base Loader Sample Data with which we will work 15 Person Number will be STUDENT<xxx>, where xxx is the number assigned toyou. For these employees, our sample load files will include the following 10 business objects: •Location •BusinessUnit •Grade •GradeRate •JobFamily •Job •Person •Department •Position •WorkRelationship
  • 10. PwC Program Agenda Importing Data Oracle Fusion HCM File Base Loader (FBL) Oracle Fusion HCM Spreadsheet Data Loader 1 2 Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 10 3
  • 11. PwC Oracle HCM Spreadsheet Data Loader Points to Note Using Spreadsheet Loader UsersCan: Create supportedobjects. Update any worker assignment records. Users can also update salary records by indicating in the spreadsheet whether to create, update or delete. Date Effectivity : While creating or updating worker assignment records, users can use SBL to both correct and updaterecords. To correct a record, specify the same effective start date which was used to create the record. To update a record, specify a different effective start date. Flexfield Support: Descriptive flexfeilds - Locations, departments, jobs, job families, worker, worker relationship assignment spreadsheets. Developer descriptive flexfeilds – worker & worker relationship assignment spreadsheets. Extensible flexfeilds – Organization manager information, GL cost center information. Work Day information is supported in the departmentspreadsheet.
  • 12. PwC Oracle HCM File Base Loader How FBL Works? 16 Configure the Load Batch DataProcess Define Oracle FusionBusiness Object Generate the Mapping File of CrossReference Information Import Sourceto the StageTables Load Data from Stage Tables to the ApplicationTables Fix Batch-Load Errors OracleWebcenter ContentServer Import Cross Reference Information tothe Source Environment Map Source Datato the ReferenceData Extract theSource Data Place Extracted Data on the Oracle WebCenterContent Server MappingFile MappingFile SourceData SourceData Application Tables Oracle Fusion HCM Any Source
  • 13. PwC Oracle HCM File Base Loader How FBL Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 18 Configure the Load Batch DataProcess Define Oracle FusionBusiness Object Generate the Mapping File of CrossReference Information Import Sourceto the StageTables Load Data from Stage Tables to the ApplicationTables Fix Batch-Load Errors OracleWebcenter ContentServer Import Cross Reference Information tothe Source Environment Map Source Datato the ReferenceData Extract theSource Data Place Extracted Data on the Oracle WebCenterContent Server MappingFile MappingFile SourceData SourceData Application Tables Oracle Fusion HCM Any Source
  • 14. PwC Oracle HCM File Base Loader How FBL Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 20 Configure the Load Batch DataProcess Define Oracle FusionBusiness Object Generate the Mapping File of CrossReference Information Import Sourceto the StageTables Load Data from Stage Tables to the ApplicationTables Fix Batch-Load Errors Oracle WebCenter ContentServer Import Cross Reference Information tothe Source Environment Map Source Datato the ReferenceData Extract theSource Data Place Extracted Data on the Oracle WebCenterContent Server MappingFile MappingFile SourceData SourceData Application Tables Oracle Fusion HCM Any Source
  • 15. PwC Oracle HCM File Base Loader How FBL Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 22 Configure the Load Batch DataProcess Define Oracle FusionBusiness Object Generate the Mapping File of CrossReference Information Import Sourceto the StageTables Load Data from Stage Tables to the ApplicationTables Fix Batch-Load Errors Oracle WebCenter ContentServer Import Cross Reference Information tothe Source Environment Map Source Datato the ReferenceData Extract theSource Data Place Extracted Data on the Oracle WebCenterContent Server MappingFile MappingFile SourceData SourceData Application Tables Oracle Fusion HCM Any Source
  • 16. PwC Oracle HCM File Base Loader How FBL Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 24 Configure the Load Batch DataProcess Define Oracle FusionBusiness Object Generate the Mapping File of CrossReference Information Import Sourceto the StageTables Load Data from Stage Tables to the ApplicationTables Fix Batch-Load Errors Oracle WebCenter ContentServer Import Cross Reference Information tothe Source Environment Map Source Datato the ReferenceData Extract theSource Data Place Extracted Data on the Oracle WebCenterContent Server MappingFile MappingFile SourceData SourceData Application Tables Oracle Fusion HCM Any Source
  • 17. PwC Oracle HCM File Base Loader How FBL Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 26 Configure the Load Batch DataProcess Define Oracle FusionBusiness Object Generate the Mapping File of CrossReference Information Import Sourceto the StageTables Load Data from Stage Tables to the ApplicationTables Fix Batch-Load Errors Oracle WebCenter ContentServer Import Cross Reference Information tothe Source Environment Map Source Datato the ReferenceData Extract theSource Data Place Extracted Data on the Oracle WebCenterContent Server MappingFile MappingFile SourceData SourceData Application Tables Oracle Fusion HCM Any Source
  • 18. PwC Oracle HCM File Base Loader How FBL Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 28 Configure the Load Batch DataProcess Define Oracle FusionBusiness Object Generate the Mapping File of CrossReference Information Import Sourceto the StageTables Load Data from Stage Tables to the ApplicationTables Fix Batch-Load Errors Oracle WebCenter ContentServer Import Cross Reference Information tothe Source Environment Map Source Datato the ReferenceData Extract theSource Data Place Extracted Data on the Oracle WebCenterContent Server MappingFile MappingFile SourceData SourceData Application Tables Oracle Fusion HCM Any Source
  • 19. PwC Oracle HCM File Base Loader How FBL Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 30 Configure the Load Batch DataProcess Define Oracle FusionBusiness Object Generate the Mapping File of CrossReference Information Import Sourceto the StageTables Load Data from Stage Tables to the ApplicationTables Fix Batch-Load Errors Oracle WebCenter ContentServer Import Cross Reference Information tothe Source Environment Map Source Datato the ReferenceData Extract theSource Data Place Extracted Data on the Oracle WebCenterContent Server MappingFile MappingFile SourceData SourceData Application Tables Oracle Fusion HCM Any Source
  • 20. PwC Oracle HCM File Base Loader How FBL Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 32 Configure the Load Batch DataProcess Define Oracle FusionBusiness Object Generate the Mapping File of CrossReference Information Import Sourceto the StageTables Load Data from Stage Tables to the ApplicationTables Fix Batch-Load Errors Oracle WebCenter ContentServer Import Cross Reference Information tothe Source Environment Map Source Datato the ReferenceData Extract theSource Data Place Extracted Data on the Oracle WebCenterContent Server MappingFile MappingFile SourceData SourceData Application Tables Oracle Fusion HCM Any Source
  • 21. PwC Oracle HCM File Base Loader Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 33 Points to Note While Updating Objects: Best practice states that only the relevant entities and attributes of a related object (s) should be updated and not the entire business object. e.g. If a person’s address changes, then users can just upload the new address. * Within an entity for an object, users can chose to omit optional attributes and can also change the order of the columns. Users should note that if they change an attribute that appears in all entities of an object, then they should remember to change it in all the entries of an object. e.g. The logical start date for a work relationship. For Date Effective Objects: Users should avoid uploading the complete object history. They can chose to upload a partial history. The changes are applied automatically to the relevant physical records. e.g. changed attribute values within a effective start date and end dates. Users should specify logical start dates and logical end date for any object. ** Any primary objects such as primary assignments cannot be end dated with a logical end date unless they are tagged as non-primary first. **Note Bene * The exception to this general rule is work relationships. Users must upload all entities of the work relationship while uploading. ** For date effective objects, two additional columns exist in the data (.dat file) called LSD (logical start date )& LED (logical end date). Setting either of them to “Y” indicates that a new value has beenspecified.
  • 22. PwC Oracle HCM File Base Loader Points to Note Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 34 While Setting Attributes toNULL: Users can set non null attributes to “Null” using an appropriate directivevalue. For example : If the value isa VARCHAR2 or NUMBER value then users can use #NULL DATE value then, users can set it to 31-DEC-0001 (or the equivalent date format)
  • 23. PwC Oracle HCM File Base Loader Flexfields Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 35 Flexfield Support: Using FBL, users can load DFF data for the following business objects. Departments (PER_ORGANIZATIONS_DF) Grades(PER_GRADES_DF) Citizenship (PER_CITIZENSHIPS_DFF) Assignments (PER_ASG_DFF) Ethnicities (PER_ETHNICITIES_DFF) Jobs (PER_JOBS_DFF) Locations(PER_LOCATIONS_DF) Organization Unit (PER_ORGANIZATION_UNIT_DFF) Persons (PER_PERSONS_DFF) **NoteBefore For any other flexfield data, users will have to- a. Configure & deploy the flexfield data using the Manage Flexfields task. b. Enter your flexfield data in a supplied data (.dat) file and save it in .csvformat. c. Open a service request to have the required flexfield data loaded from the .csv file into yourenvironment.
  • 24. PwC Oracle HCM File Base Loader Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 36 Reference Material Recommended My Oracle Support Documents • Data Migration and Integration Advisor:Oracle Fusion HCM (Doc ID 1572625.1) • Oracle Fusion Human Capital Management File-Based Loader for Release 7 and Release 8 (Doc ID1595283.1) • R8 Data Conversion Reference Library (DOC ID 1666323.1)
  • 25. PwC Oracle Fusion HCM Spreadsheet Data Loader How Spreadsheet Data Loader Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 38 DataExchange WorkArea BusinessObject Spreadsheet Load Batch Datato StageTables ErrorHandling Application Tables GenerateSpreadsheet Upload FailedObjects Upload Refresh **NoteBene * Some of the spreadsheets support multiple objects. Grade ladders can also be used to upload grade rates, grade rate values & grades. Business objects listed in the recommended initialupload order . Load Batch Datato ApplicationTables FailedObjects
  • 26. PwC Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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  • 31. PwC Oracle Fusion HCM Spreadsheet Data Loader How Spreadsheet Data Loader Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 45 DataExchange WorkArea BusinessObject Spreadsheet Load Batch Datato StageTables ErrorHandling Application Tables GenerateSpreadsheet Upload FailedObjects Upload Refresh **NoteBene * Some of the spreadsheets support multiple objects. Grade ladders can also be used to upload grade rates, grade rate values & grades. Business objects listed in the recommended initialupload order . Load Batch Datato ApplicationTables FailedObjects
  • 32. PwC Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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  • 43. PwC Oracle Fusion HCM Spreadsheet Data Loader How Spreadsheet Data Loader Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 58 DataExchange WorkArea BusinessObject Spreadsheet Load Batch Datato StageTables ErrorHandling Application Tables GenerateSpreadsheet Upload FailedObjects Upload Refresh **NoteBene * Some of the spreadsheets support multiple objects. Grade ladders can also be used to upload grade rates, grade rate values & grades. Business objects listed in the recommended initialupload order . Load Batch Datato ApplicationTables FailedObjects
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  • 57. PwC Oracle Fusion HCM Spreadsheet Data Loader How Spreadsheet Data Loader Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 74 DataExchange WorkArea BusinessObject Spreadsheet Load Batch Datato StageTables ErrorHandling Application Tables GenerateSpreadsheet Upload FailedObjects Upload Refresh **NoteBene * Some of the spreadsheets support multiple objects. Grade ladders can also be used to upload grade rates, grade rate values & grades. Business objects listed in the recommended initialupload order . Load Batch Datato ApplicationTables FailedObjects
  • 58. PwC Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 76
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  • 73. PwC Oracle Fusion HCM Spreadsheet Data Loader How Spreadsheet Data Loader Works? Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 91 DataExchange WorkArea BusinessObject Spreadsheet Load Batch Datato StageTables ErrorHandling Application Tables GenerateSpreadsheet Upload FailedObjects Upload Refresh **NoteBene * Some of the spreadsheets support multiple objects. Grade ladders can also be used to upload grade rates, grade rate values & grades. Business objects listed in the recommended initialupload order . Load Batch Datato ApplicationTables FailedObjects
  • 74. PwC Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 93
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  • 87. PwC Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 106
  • 88. PwC Oracle HCM Spreadsheet Loader Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 108 Reference Material Recommended My Oracle Support Documents • Data Migration and Integration Advisor:Oracle Fusion HCM (Doc ID 1572625.1) • Example Spreadsheets for Fusion HCM Spreadsheet Data Loader (Doc ID1580082.1) • R8 Data Conversion Reference Library (DOC ID 1666323.1)
  • 89. PwC Activity the documentThe Following activities can be found at ImportActivityGuide.pdf 1.Configuring the Load Batch Data Process 2.Generating the Mapping File 3. 4. 5. 6. 7. 8. 9. 10. 11. Creating HCM File-Based Loader Sample Data Delivering Data to the Oracle WebCenter Content Server Importing and Loading Data to Oracle Fusion HCM Reviewing the Log File Loading Data to the Application Tables Validating Loaded Data Updating Loaded Data Correcting Load Errors Validating Updated Data Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 109
  • 90. PwC Summary • Methods of importing data into Oracle Fusion HCM •Load data with Spreadsheet Loader • Load data with File Base Loader Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 110
  • 91. PwC Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 111 Sample Implementation of Cloud graphics Oracle Fusion HCM
  • 92. PwC Copyright © 2014 Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 112
  • 93. PwC Final Words I’m hoping that you have, at least, a basic understanding of OTL by now. If anything goes wrong while you are implementing it always double check your Preferences and Profile Options, but especially your Preferences. There’s no substitute for experience …or reading the documentation. So do that as well. 93