oracle fusion hcm- fbldi user guide

An Oracle White Paper

August 2014

Oracle Fusion HCM FBL Desktop Integrator (FBLdi) User Guide

Release 8

Disclaimer

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 Oracles products remains at the sole discretion

of Oracle.

Oracle Fusion HCM FBLdi User Guide

Contents

Overview ........................................................................................... 2

Introduction ....................................................................................... 2

FBLdi Installation ............................................................................... 3

Java Download and System Setup ................................................ 3

FBLdi Download and Install ........................................................... 3

Profile Setup ...................................................................................... 4

Generate Sample Files ...................................................................... 6

Load Cross Reference File ............................................................ 7

Verify Mapping .............................................................................. 8

Additional Mapping for Talent Management ................................... 8

Generate Sample Files .................................................................. 9

File Transfer-n-Registration ............................................................. 10

Select Input File ........................................................................... 10

File Transfer (SFTP\UCM) ........................................................... 12

File Registration........................................................................... 13

FBL Auto Run .............................................................................. 14

Other features ................................................................................. 15

View XML and View CSV ............................................................ 15

Related Documentation ................................................................... 15


2

Overview

This document presents the guidance for using FBL Desktop Integrator a.k.a. FBLdi as part of learning

and implementing data conversion using Oracle Fusion HCM File Based Loader.

Introduction

FBL Desktop Integrator a.k.a. FBLdi is a stand along desktop application than can assist you with

various steps involved in FBL and data conversion without need for having to develop complicated

java programs or going through lengthy route of posting a file to Fusion HCM manually.

It can assist you with file transfer & registration involved in FBL conversion as well as providing

sample files specifically tailored for your own application. FBLdi can be used as a great learning tool if

you are starting up a new project or even when conducting a workshop or a training class.

It can also be used to spot check your Fusion HCM pod to ensure it is configured properly for FBL.


3

FBLdi Installation

Installation is really simple, download the application, unzip\extract the file and start using!

Since FBLdi is a java application and you do need to have java installed on your computer. We will

look at these steps in details in next two sections

Java Download and System Setup

You need to have Java (JRE) installed on your computer in order to run FBLdi.

Link to download Java SE

Instructions to update PATH environment variable to allow executing the jar file without

typing the full command.

FBLdi Download and Install

Download the application from my oracle support

note - 1616867.1 Unzip the achieved file on your

computer and double click FBLdi2.3.4.jar file to

start the application.

Technical information about various components

Database folder- Sample files. Please do not

change the content of this folder.

Help folder- Help files

Lib folder- Java libraries used by FBLdi

Profiles folder- Setup profiles are stored as

.TM file within this folder.

Temp folder- temporary directory to store

cross reference files downloaded from your

Fusion HCM application.

Backup_plan.bat- Windows bat file in case you cannot run the JAR file. It simply fires the java

command to start FBLdi.


4

Profile Setup

FBLdi profile is a onetime setup per application and consists of basic connectivity and login

information. You can create a new profile the first time and then continue to use it on an ongoing basis

to post files using FBL.

Creating New Profile for UCM

PARAMETER DESCRIPTION

UCM Server URL UCM is used as file repository. UCM URL for your pod will be similar to https://fs-

aufsn4x0POD.oracleoutsourcing.com/cs/idcplg

UCM Username User account (typically same as Fusion HCM application user) to login into UCM server and upload\check-in

the input file.

UCM Password Password

Inbound Folder Default UCM folder to store FBL incoming files - hcm/dataloader/import

Outbound Folder Default UCM folder to store FBL outgoing files - hcm/dataloader/export

WSDL URL File Registration URL. Typical value for a POD: https://hcm-

aufsn4x0POD.oracleoutsourcing.com/hcmCommonBatchLoader/LoaderIntegrationService?wsdl

HCM Username User account for Fusion HCM, it will be used to invoke the file registration web service.

HCM Password Password

Sequence# Default 1. You may use the sequence number 1,2,3,4...N in order to conduct a training class where each student

can load the demo data in same POD without any conflicts.


5

Creating New Profile for SFTP


Test Case Optional. Description or extra information for the profile.

End Point URL File Registration URL. Typical value for a POD: https://hcm-aufsn4x0pod.oracleoutsourcing.com/soa-

infra/services/default/HcmCommonBatchLoaderCoreInboundLoaderComposite/inboundloaderprocess_client_ep

Application UserID User account for Fusion HCM, it will be used to invoke the file registration web service.

Password Password

SFTP Host Name Default sftp.cloud.oracle.com. You can change this value depending on sftp provisioned for your pod.

SFTP Port Default 2021. SFTP port for your application.

SFTP User SFTP User Name for your application

SFTP Password SFTP users password

SFTP Root (E1) path Absolute path for the root directory

Sequence# Default 1. You may use the sequence number 1,2,3,4...N in order to conduct a training class where each student can

load the demo data in same POD without any conflicts.


6

Generate Sample Files

One of the key features of FBLdi is ability to generate standard demo data for any customer

environment using setups and cross references for that customer. You can jump start your FBL

learning with your setup and our data. FBLdi does allow you to customize or remap the demo data for

your POD using your cross reference file. Following manager hierarchy and employee data is included

as part of FBLdi demo data:-

Important: We recommend you load FBLdi demo data into stage instance only and not production.

Detail steps to generate sample data are described below -


7

Load Cross Reference File

You can read the cross reference file directly from Fusion HCM via UCM or SFTP protocol depending

on the file transfer mechanism or alternatively you can read the file from your computer. Diagram

below shows how to read\load cross reference file directly from UCM


8

Verify Mapping

Once you load the cross reference file, FBLdi should read each XREF file and populate the mapping

page as shown below.

On this UI, you can change the mapping as needed before generating the sample data. For e.g. you can

select appropriate element for the salary basis or if you have custom person type then use that to create

the sample data. As soon as you change the dropdown value for the mapping field, corresponding

GUID will be changed and it will be used in the sample files.

Additional Mapping for Talent Management

Click on Additional Mapping for Talent to review talent management specific setup.


9

Generate Sample Files

Once you map proper values, click on Generate Sample Files button and it should display a pop-up

window asking you for folder where to save generated files.

Important Remember on the Setup page, there is field called sequence#? Please make sure you are

using right sequence number so that it will be reflected in the generated data. If unsure then leave it as

1 which is the default value.

At the end of this operation, results window will display row

count and file names etc type information. You can then go

to the target directory on your computer to review generated

sample files.


10

File Transfer-n-Registration

As name suggests, this is a two step process in which you first transfer the file to UCM (or SFTP prior

release7) followed by a web service call to register and load that file into Fusion HCM. Using FBLdi,

you can accomplish these tasks by means of few button clicks from File Upload menu.

As shown below in the diagram, the process is very simple- it starts with selecting the input file,

followed by sending it to UCM (or sftp prior to release7) and then registering the file with Fusion

HCM.

Select Input File

For e.g. Demo1234.zip - input file consists of two business

objects Business Unit and Location, as shown in the

diagram.


11

You can click on 1.Select File, navigate to the folder containing Demo1234.zip file and select it

Once you select the file, FBLdi should read objects and display them in the results window. You may

see error if your input file contains invalid object names.


12

File Transfer (SFTP\UCM)

Now that you have selected the file and know the objects within that file, next step is to send this file

to UCM (or SFTP prior to Release7). Click on 2.UCM to send the file and once file is sent to Fusion, it

should refresh the file listing to show you the content id and document name.


13

File Registration

Once file is sent to UCM (or SFTP prior to Release7) the next step is the let fusion know that there is a

new file waiting for processing and this is accomplished using a web service call also called as file

registration step. Click on 3.file registration button and it will display pop-up asking for unique batch

name, load type will be FBL and auto load can be set to YES. Click on ok to register the file to fusion.


Doc Name Auto populated. Document name is the content id returned by UCM in step2 i.e. during file upload to UCM.

Business Objects Auto populated. List of business objects from the input file, you may change this to load only the selected objects

Auto Load YES to automatically load the file in fusion hcm. NO You need to manually click on run button on data

exchange UI to start FBL file import process.

Load Type FBL\HR2HR. Select FBL for FBL processing.

Batch Name Unique batch name for the input file.


14

FBL Auto Run

Once you register the file and if auto load was set to YES then Fusion will automatically invoke FBL to load input file. You can see the results on the Data Exchange Load Batch Data UI.


15

Other features

Additional features supported by FBLdi -

View XML and View CSV

If you need combine all the cross reference files into one single file then you can click on View XML

or View CSV buttons to get the combined file in xml or csv file format.

Related Documentation

Oracle Fusion Human Capital Management File-Based Loader - 1595283.1

FBL Desktop Integrator - 1616867.1


August 2014

Author: Prasanna Borse

Oracle Corporation

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Redwood Shores, CA 94065

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Worldwide Inquiries:

Phone: +1.650.506.7000

Fax: +1.650.506.7200

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OverviewIntroductionFBLdi InstallationJava Download and System SetupFBLdi Download and Install

Profile SetupGenerate Sample FilesLoad Cross Reference File/

Verify MappingAdditional Mapping for Talent ManagementGenerate Sample Files

File Transfer-n-RegistrationSelect Input FileFile Transfer (SFTP\UCM)File RegistrationFBL Auto Run

Other featuresView XML and View CSV

Related Documentation

oracle fusion hcm- fbldi user guide

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