Business Object Key Map Extract for File Based Loader

2 | Business Object Key Map Extract using File Based Loader

Contents Contents ........................................................................................................................................ 2

Introduction .................................................................................................................................. 3 What is Business Object Key Map Extract? ..................................................................................................................... 3 Objective ......................................................................................................................................................................... 3

Business Object Key Map Extract Parameters .............................................................................. 4

Steps for using Business Object Key Map Extract ......................................................................... 4

Create a copy of the seeded extract .........................................................................................................4

Provide the parameters for the newly created Extract .............................................................................5

Generate and Compile the Fast Formulas for the copied Extract ............................................................7

Steps to run the Extract ........................................................................................................................ 10

Step to create a BIP Report .................................................................................................................. 12

Steps to view the report output ............................................................................................................. 13

3 | Business Object Key Map Extract using File Based Loader

Introduction

This document provides details on the seeded extract “Business Object Key Map” and the steps to create a copy of the seeded extract that would enable FBL users to extract the GUID Key Mapping information in to a report and also allows users to generate GUIDs for user defined entities in Fusion.

What is Business Object Key Map Extract?

Business Object Key Map Extract provides a solution in FBL 1.1 to update data created in Fusion HCM outside the FBL solution including manually defining the data in Fusion and to allow users to extract the GUID Key Mapping information stored in HRC_LOADER_BATCH_KEY_MAP table in to a report or an XML file format.

Objective

• Support update for data created in Fusion HCM for data created outside the FBL solution including manually defining the data in Fusion.

• Customers should be able to schedule the request for GUID generation into Batch loader Key map tables

Business Object Key Map extract is delivered as a seeded HCM Extracts that creates the GUIDs for the Business Objects selected by the user into the Key Map and also to generate an XML with the Key map information.

The seeded extract definition will have blocks, extract records, and data elements. The seeded extract will define we want to extract, how it is extracted, and how we want to deliver the extracted data. When you submit an extract definition, the application creates a report process that you run to perform the actual extraction of data.

Business Objects supported for GUID generation and Key Map Extract

Business Object Entity

Business Unit BUSINESS_UNIT_VO

Content Item CONTENT_ITEM_VO

Department DEPARTMENT_VO

Establishment ESTABLISHMENT_VO

Grade GRADE_VO

Job Family JOB_FAMILY_VO

HR Job JOB_VO

Location LOCATION_VO

Rating Model RATING_MODEL_VO

Rating Model RATING_LEVEL_VO

Work Relationship WORK_RELATIONSHIP_VO

Work Relationship WORK_TERMS_VO

Work Relationship ASSIGNMENT_VO

Person PERSON_VO

Person PERSON_EMAIL_VO

4 | Business Object Key Map Extract using File Based Loader

Business Object Key Map Extract Parameters

Business Object Key Map extract process has the following parameters –

Extract Type –

o Extract type has the following options

Parameter Description

Key Map Select this option to generate a report of the existing values in the Key Map table.

Global Unique Identification Generation and Key Map

Select this option to create GUID values for those business objects that do have a Key Map entry and to generate the report.

Business Object –

o List of Business Objects for which the Key Map Report/GUIDs to be generated.

o If Business Object is left blank the extract will be run for all the Business Objects.

Steps for using Business Object Key Map Extract

1. Create a copy of the seeded extract 2. Provide the parameter attributes for the copied extract. 3. Generate and Compile the Fast Formulas for the copied Extract 4. Step to create a BIP Report 5. Run the Extract

Create a copy of the seeded extract

1. Navigate to Data Exchange workarea 2. In the Tasks section, click “Manage HCM Extract Definitions” to navigate to the extract search

page. 3. Search for “Business Object Key Map”

Note: Oracle highly recommends users to create a copy of the seeded extract to use this functionality. This would give users the flexibility to define custom delivery options as well have the ability to customize the XML tags generated by the report.

5 | Business Object Key Map Extract using File Based Loader

4. Select the extract and click ‘Copy” icon and provide a new name for the

Provide the parameters for the newly created Extract

1. Navigate to Payroll Checklists using the Navigator menu. 2. Navigate to Payroll Flow Patterns>Manage Payroll Flow Patterns 3. Search for desired flow pattern by providing the flow pattern name

A flow pattern will be created with the same name as the extract name.

6 | Business Object Key Map Extract using File Based Loader

4. Click on the edit icon to edit the flow pattern. 5. Navigate to the Parameters tab.

6. Configure Effective Date parameter a. Select the "Effective Date" parameter under Flow Parameter column and click on edit

icon. b. Select "No" under Display column. c. Select "Post SQL Bind" under Parameter Basis column. d. Update Basis Value column to --> select TO_CHAR(SYSDATE,'YYYY-MM-DD') from

dual e. Save the changes

7. Configure Start Date parameter a. Select "Start Date" parameter and click on edit icon. b. Select "No" under Display column. c. Save the changes

8. Configure "Business Object" parameter a. Select "Business Object" parameter and click on edit icon. b. Select "Lookup Choice List" under Display Format column. c. Update Lookup Value column to --> HRC_LOADER_BO_EXTRACT d. Ensure that the value of Sequence column for Business Object parameter is one more

than that of Extract Type parameter. If needed, please update the Sequence column by interchanging their sequence value.

9. Configure "Extract Type" parameter

7 | Business Object Key Map Extract using File Based Loader

a. Select "Extract Type" parameter and click on edit icon. b. Select "Lookup Choice List" under Display Format column. c. Update Lookup Value column to --> HRC_LOADER_BO_EXTRACT_TYPE d. Ensure that the value of Sequence column for Business Object parameter is one more

than that of Extract Type parameter. If needed, please update the Sequence column by interchanging their sequence value.

e. Save and Submit.

Generate and Compile the Fast Formulas for the copied Extract

1. Navigate to Data Exchange workarea 2. Navigate to Manage HCM Extract Definitions 3. Search for extract name 4. Select the extract name and click on Edit icon to open the Edit screen

8 | Business Object Key Map Extract using File Based Loader

5. Click on “Business Object” Block

6. In the Extract Records section click on “Key Mapping”

7. Click “Actions” dropdown and select Generate Formula

9 | Business Object Key Map Extract using File Based Loader

8. Once the Formula has been generated, select “Compile Formula” from the Actions dropdown.

9. Save the changes. Click Save and Close 10. Click “Business Object” Block again to verify the formula status. Ensure that Fast Formula is

compiled indicated by a green tick.

11. Click on “Business Object List” block to generate and compile the fast formula associated with Business Object List” block

12. In the Extract Records section click on “Business Objects”

10 | Business Object Key Map Extract using File Based Loader

13. Generate and Compile the Formula 14. Save the changes by clicking “Save and Close” 15. Click “Business Object List” Block again to verify the formula status. Ensure that Fast Formula is

compiled indicated by a green tick.

16. Submit the changes.

Steps to run the Extract

1. Navigate to Data Exchange workarea 2. In the Tasks section, click “Submit an HCM Process” to navigate to the extract submit page. 3. Search for the extract 4. Select the extract and click Next 5. The parameter page will be displayed with the following options

a. Payroll Flow Name – Provide a name for the flow XX Extract 1 b. Extract Type – Select the Extract Type (details in the Introduction section of the

document) c. Business Object – Select the Business Object (details in the Introduction section of the

document)

11 | Business Object Key Map Extract using File Based Loader

6. Click Next 7. Click Next 8. Provide the scheduling details in Schedule page and Click Next

9. Review the parameters and click Submit to run the extraction process. 10. The Payroll Flow checklist page will provide the status of the extraction process.

11. Go to Task link provides an option for user to view the extraction out if a BIP Template and Delivery Options has been configured. For more details please refer to HCM Extract Guide - Oracle Fusion HCM Extracts Guide Release 5 [MOS Note ID 1559127.1] and Defining a Simple HR Outbound Interface Using HCM Extracts [ID 1429892.1]

12 | Business Object Key Map Extract using File Based Loader

Step to create a BIP Report

1. Navigate to Tools > Reports and Analytics workarea from the Navigator Menu 2. Click Create and select Report from the sub menu. Ensure that the browser allows popups for this

application.

3. Select Data Model. Select /Shared Folders/Human Capital Management/Payroll/Data Models/globalReportsDataModel.xdm and click Next

13 | Business Object Key Map Extract using File Based Loader

4. Select “Use Report Editor” option and click Finish 5. Save the report as “XX Extract Report” under Shared Folders/Custom/Human Capital

Management/ 6. Click Save (Save icon on the top right section)

7. Click View Report button 8. Provide the Flow name 9. Click Apply to view the XML report

10. Please note that the report parameters can be configured to display only the required options by editing the Report

Steps to view the report output The report can later be accessed from Report and Analytics workarea as given below.

14 | Business Object Key Map Extract using File Based Loader