setting up implementation users and sftp for oracle fusion release 9

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An Oracle White Paper September 2014 Setting Up Implementation Users and SFTP for Release 9

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Setting Up Implementation Users and SFTP for Oracle Fusion Release 9

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  • An Oracle White Paper

    September 2014

    Setting Up Implementation Users and SFTP for Release 9

  • Setting Up Implementation Users and SFTP for Release 9

    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.

  • Setting Up Implementation Users and SFTP: Release 9

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

    Overview: Setting up Required Implementation Users ................................ 3

    Introduction ........................................................................................... 3

    Create Implementation Users in Oracle Identity Manager (OIM) ............. 5

    Synch Fusion HCM with Oracle Identity Manager (OIM) .........................11

    Create Data Roles in Fusion HCM ...........................................................13

    Assign Security Profiles to Abstract Roles ...............................................19

    Define Role Mapping Definitions for Abstract Roles in Fusion HCM ........21

    Create Generic Role Mapping Definitions for HCM Data Roles in Fusion HCM 25

    Assign Abstract and Data Roles to HCMUser in Oracle Identity Manager (OIM) & Change Service Administrator User Login ...............................................27

    Verify HCMUser (Functional Implementation) User Login ......................33

    Overview: Resetting your HCM SFTP Server Password ................................35

    Log on to the Oracle Cloud User Interface to Access the Identity Management Console .................................................................................................36

    Change the SFTP User Password ............................................................39

    Validate Your SFTP Server Login .............................................................43

  • Setting Up Implementation Users and SFTP: Release 9

    2

    Overview

    This document provides instructions for Service Administrators of the HCM Cloud Service (or their

    delegates) to achieve two very important objectives in the implementation lifecycle:

    Setting up key implementation users and security profiles, required for both the initial

    implementation of the HCM Cloud Service and its ongoing maintenance, enhancement, and use

    over time.

    Reset your Secure File Transfer Protocol (SFTP) password, required for managing certain

    inbound and outbound interfaces. Examples are the outbound HCM System Extract

    transactions and the Oracle Transactional Business Intelligence (OTBI) content.

    Both of these activities should be set up in order to begin using your HCM Cloud Service. As

    identified in this document, the need to perform these tasks is initiated when you receive e-mail

    notifications from Oracle that your environments have been provisioned and are available for use.

  • Setting Up Implementation Users and SFTP: Release 9

    3

    Overview: Setting up Required Implementation Users

    Introduction

    As the defined Service Administrator for the HCM Cloud Service, you are the one person in your

    organization that has been provided with the URLs and passwords necessary to access the

    Service. You receive this information by way of a notification from Oracle after your HCM Cloud

    Service environments have been provisioned and released to you. This section of the document

    explains how to access your Cloud environments for the first time for the purpose of setting up

    the key users required for all subsequent access to the Service. The steps documented here must

    be performed prior to releasing an environment to your implementation team.

    This document provides step-by-step instructions for setting up three key implementation users:

    OIM Admin: The user provided to access Oracle Identity Management (OIM) through the HCM

    Cloud Service for key security-related functions.

    Technical Admin: The user provided to access the HCM Cloud Service to perform key technical

    duties, including setup and security-related functions within the HCM Cloud Service.

    Functional Admin: The user provided to access the HCM Cloud Service to perform key

    functional duties, including setup functions.

    Note that you will not be assigning real people to these users at this time because the HCM Cloud

    Service is not yet configured to support onboarding of workers. As you move forward with your

    implementation and set up your security configurations, you may choose to replace these initial

    implementation users or revise their definitions. For now, you should set up these three users

    exactly as defined in this document.

    This document provides step-by-step directions for setting up these users. Depending upon your

    specific role with the HCM Cloud Service implementation and the level of familiarity you have with

    navigating the Service, you may wish to work with a key implementation resource (e.g., your

    project manager or a delegate) to perform the tasks documented here. Oracle recommends that

    you log on initially and NOT share your Service Administrator log on credentials with anybody

    else.

    Some general information about the implementation user setup described in this document

    follows:

    1. Oracle recommends that you set up your implementation users in the Test environment first

    and migrate them to Production after they have been tested and validated. This also allows

    your project team to better understand the design and implementation details of security

    within the HCM Cloud service in a Test environment prior to establishing users in the Production

    environment.

    2. All of the security setup you perform as directed by this document can be changed later.

  • Setting Up Implementation Users and SFTP: Release 9

    4

    3. Be sure to make a note of the passwords and challenge questions you create for the users

    created in this document.

    4. Check off each step as you complete it and be sure to follow these instructions exactly as

    documented.

  • Setting Up Implementation Users and SFTP: Release 9

    5

    Create Implementation Users in Oracle Identity Manager (OIM)

    Summary: This activity creates the key implementation users required for your HCM Cloud

    Service implementation and assigns them the required job roles. The following users are created:

    OIMAdmin: OIM (Oracle Identity Manager) Admin

    TechAdmin: Technical Admin

    HCMUser: Functional Admin

    What you will need for this step: The service activation notification you received from Oracle

    which identifies Service URLs and Username/temporary password for the environment (Test or

    Production) for which you are setting up implementation users. Make sure you use the correct

    email for the environment you are setting up. The Identity Domain is the environment name.

    For example: HCMA would be the production environment and HCMA-TEST would be the Test

    Environment.

    Setup Steps:

    1. Log on to the HCM Cloud Service for the environment in which you are doing setup, using

    the Service Home URL provided to you in the service activation notification from Oracle

    Cloud. The URL ends with AtkHomePageWelcome or HcmFusionHome. Use your

    Service Administrator Username which is also identified in your service activation

    notification. The password will either be:

    1. The password identified in the service activation notification, if this is your first

    time accessing the HCM Cloud Service; or

    2. The new password you provided the first time you accessed the HCM Cloud

    Service.

    Note: The Username you log on with in this first step is yours as the Service

    Administrator and should not be shared with anyone else.

    2. If this is the first time you are accessing the HCM Cloud Service, you will be required to

    change your password and answer some challenge questions. Enter a new password,

    following the password policy guidelines on the screen.

    1. Answer the challenge questions.

    Make a note of your new password. This will be your Service Administrator password for

    all further access to the HCM Cloud Service. Also, make a note of the challenge questions

    and answers; they will be necessary in the event you forget your password

    3. Create the OIMAdmin user

  • Setting Up Implementation Users and SFTP: Release 9

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    1. Click the Fusion Navigator icon , and go to Tools > Setup &

    Maintenance.

    2. Click the down arrow (located on the bottom left of page) to show more panels.

    3. Click the Search icon and search for Create

    Implementation Users. 4. Click the Go To Task icon to start Oracle Identity Manager (OIM).

    5. Select the Administration menu (located at the top right of the page) and Select

    Create User.

    6. Set Last Name = OIMAdmin

  • Setting Up Implementation Users and SFTP: Release 9

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    7. Set Organization = Xellerate Users and User Type = Non worker

    8. Set User Login = OIMAdmin and Password/Confirm Password = any value you

    choose, as long as it complies with the password policy; if it does not, you will be

    asked to provide a different password.

    9. Make a note of the assigned password. This user will be prompted to change the

    password when they log in to Fusion Applications the first time.

    10. Save your work.

    11. After saving, youll notice a set of tabs across the top of the page.

    12. Select the Roles tab.

    13. Click the icon to assign job roles. Search and add the following role:

    IT Security Manager: Provides general systems IT security access.

    14. Your setup should look like this example:

  • Setting Up Implementation Users and SFTP: Release 9

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    15. Close the OIMAdmin user window with the Close Single Tab option.

    5. Create the TechAdmin user using the Create User option from the Administrative menu.

    1. Set Last Name = TechAdmin

    2. Set Organization = Xellerate Users and User Type = Non worker

    3. Set User Login = TechAdmin and Password/Confirm Password = any value you

    choose, as long as it complies with the password policy. If it does not, you will be

    asked to provide a different password.

    4. Make a note of the assigned password. This user will be prompted to change the

    password when he logs in to Fusion Applications for the first time.

    5. Click the Save button.

    6. After saving, youll notice that a set of tabs across the top of the page for the

    user appears:

    7. Click the Roles tab.

    8. Click the icon to assign job roles. Search for and add the following

    roles:

    IT Security Manager: provides access to required security setup areas.

    Application Implementation Consultant: provides access to

    Administration menu and additional functional setup navigation items.

    Administrators: Weblogic access

    Application Diagnostics Administrator

  • Setting Up Implementation Users and SFTP: Release 9

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    Application Diagnostics Advanced User

    9. Close the page by clicking this button located at the top-right of the page.

    6. Create the HCMUser user using the Create User option from the Administrative menu.

    1. Set Last Name = HCMUser

    2. Set Organization = Xellerate Users and User Type = Non Worker

    3. Set User Login = HCMUser and Password/Confirm Password = any value you

    choose, as long as it complies with the password policy; if it does not, you will be

    asked to provide a different password.

    4. Make a note of the assigned password. This user will be prompted to change the

    password when they login to Fusion Applications the first time.

    5. The page should look like this example:

  • Setting Up Implementation Users and SFTP: Release 9

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    6. Click the Save button.

    7. After saving, youll notice that a set of tabs across the top of the page for the

    user appears:

    8. Click the Roles tab.

    9. Click the icon to assign job roles. Search for and add the following

    roles:

    Application Administrator: Needed to audit trees, at a minimum.

    Application Implementation Consultant: Provides access to

    Administration menu and additional functional setup navigation items.

    Application Diagnostics Regular User: Needed to actually run

    diagnostics reports

    Application Diagnostics Viewer: Views diagnostics reports

    10. Close the page by clicking this button located at the top-right of the page.

    11. Sign out of the HCM Cloud Service.

  • Setting Up Implementation Users and SFTP: Release 9

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    Synch Fusion HCM with Oracle Identity Manager (OIM)

    Summary: This activity pulls information from OIM into Fusion HCM for use in subsequent steps.

    What you will need for this step: The password for the TechAdmin user you created previously.

    Setup Steps:

    1. Log on to the HCM Cloud Service environment using the TechAdmin Username and the

    password you created previously for this user.

    2. As this is the first time you are logging on with this Username, you will be required to change

    the password and answer some challenge questions.

    1. Enter a new password, following the password policy guidelines on the screen.

    2. Answer the challenge questions.

    3. Make a note of your new password; this will be the TechAdmin password for all

    further access to the environment in which you are currently doing setup. Also,

    make a note of the challenge questions and answers; they will be necessary in

    the event the password for this user is forgotten.

    3. Click the Submit button. You will be logged in.

    4. From the Fusion Navigator, go to Tools > Setup and Maintenance.

    5. Click the down arrow next to the left of the word Tasks and search for Run User and Roles

    Synchronization Process. Click the Go To Task icon. You will see this page:

  • Setting Up Implementation Users and SFTP: Release 9

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    6. Click the Submit button. Click OK after process completes and close this window.

  • Setting Up Implementation Users and SFTP: Release 9

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    Create Data Roles in Fusion HCM

    Summary: This activity creates HCM data roles for the HCM-specific job roles you will need for

    the implementation users you are creating.

    What you will need for this step: N/A

    Setup Steps:

    1. From the previous step, you should still be logged in as the TechAdmin user.

    2. From the Fusion Navigator, go to Tools > Setup & Maintenance.

    3. Click the down arrow next to the left of the word Tasks and search for Manage Data Role and

    Security Profiles.

    Click the Go to Task icon.

    4. Create the HRAnalyst_ViewAll data role.

    1. From the search page, click the Create icon.

    2. On the Data Role page, set Data Role = HRAnalyst_ViewAll and set Job Role =

    Human Resource Analyst.

    3. Click the Next button to go to the Security Criteria page.

    4. Set Organization Security Profile = View All Organizations

    Set Position Security profile = View all Positions

    Set Legislative Data Group = View All Legislative Data Groups

    Set Person Security Profile = View All People

    Set Public Person Security Profile = View All People

    Set Document Type Security Profile = View All Documents Types

    Set Flow Pattern Security Profile = View All Flows

  • Setting Up Implementation Users and SFTP: Release 9

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    5. Click the Review button. Verify your data is correct.

    6. Click the Submit button.

    7. Search for the HCM data role you just created.

    8. Verify that the status is "Complete". This means the data role was created

    correctly in HCM and OIM.

    If you do not see that the status is Complete, go no further. Instead, contact

    Oracle Support and describe what you are doing; CloudOps will resolve the

    underlying problem for you and you can continue.

    5. Create the HCMApplicationAdministrator_ViewAll data role.

    1. From the search page, click the Create icon.

    2. On the Data Role page, set Data Role = HCMApplicationAdministrator_ViewAll

    and set Job Role = Human Capital Management Application Administrator.

    3. Click the Next button to go to the Security Criteria page.

    4. Set Organization Security Profile = View All Organizations

  • Setting Up Implementation Users and SFTP: Release 9

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    Set Position Security Profile = View All Positions

    Set Country Security Profile = View All Countries

    Set Legislative Data Group = View All Legislative Data Groups

    Set Person Security Profile = View All People

    Set Public Person Security Profile = View All People

    Set Document Type Security Profile = View All Documents Types

    Set Payroll Security Profile = View All Payrolls

    Set Flow Pattern Security Profile = View All Flows

    5. Click the Review button. Verify your data is correct.

    6. Click the Submit button. Search for the HCM data role you just created.

    7. Verify that the status is "Complete". This means the data role was created

    correctly in HCM and OIM.

    6. Create the HRSpecialist_ViewAll data role

    1. From the search page, click the Create icon.

    2. On the Data Role page, set Data Role name = HRSpecialist_ViewAll and set Job

    Role = Human Resource Specialist.

    3. Click the Next button to go to the Security Criteria page

    4. Set Organization Security Profile = View All Organizations

    Set Position Security Profile = View All Positions

    Set Country Security Profile = View All Countries

    Set Legislative Data Group = View All Legislative Data Groups

    Set Person Security Profile = View All People

    Set Public Person Security Profile = View All People

    Set Document Type Security Profile = View All Documents Types

    Set Payroll Security Profile = View All Payrolls

    Set Flow Pattern Security Profile = View All Flows

    5. Click the Review button. Verify your data is correct.

    6. Click the Submit button.

    7. Search for the HCM data role you just created and verify that the status is

    "Complete". This means the data role was created correctly in HCM and OIM.

  • Setting Up Implementation Users and SFTP: Release 9

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    7. If you have licensed the Fusion Workforce Compensation Cloud Service, create

    CompensationAdmin_ViewAll and CompensationMgr_ViewAll data roles. If not, skip to the next

    step.

    1. From the search page, click the Create icon.

    2. On the Data Role page, set Data Role name = CompensationAdmin_ViewAll and

    set Job Role = Compensation Administrator.

    3. Click the Next button to go to the Security Criteria page

    4. Set Organization Security Profile = View All Organizations

    Set Position Security profile = View All Positions

    Set Legislative Data Group = View All Legislative Data Groups

    Set Person Security Profile = View All People

    Set Public Person Security Profile = View All People

    Set Payroll Security Profile = View All PayrollsSet Flow Pattern Security

    Profile = View All Flows

    5. Click the Review button. Verify your data is correct.

    6. Click the Submit button.

    7. Search for the HCM data role you just created and verify that the status is

    "Complete". This means the data role was created correctly in HCM and OIM.

    8. From the search page, click the Create icon.

    9. On the Data Role page, set Data Role name = CompensationMgr_ViewAll and set

    Job Role = Compensation Manager.

    10. Click the Next button to go to the Security Criteria page

    11. Set Organization Security Profile = View All Organizations

    Set Position Security Profile = View All Positions

    Set Country Security Profile = View All Countries

    Set Legislative Data Group = View All Legislative Data Groups

    Set Person Security Profile = View All People

    Set Public Person Security Profile = View All People

    Set Document Type Security Profile = View All Documents Types

    Set Flow Pattern Security Profile = View All Flows.

    12. Click the Review button. Verify your data is correct.

  • Setting Up Implementation Users and SFTP: Release 9

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    13. Click the Submit button.

    14. Search for the HCM data role you just created and verify that the status is

    "Complete". This means the data role was created correctly in HCM and OIM.

    8. If you have licensed the Fusion Global Payroll Cloud Service or Fusion Payroll Interface Cloud

    Service, create PayrollAdmin_ViewAll and PayrollMgr_ViewAll data roles. If not, skip to the

    next step.

    1. From the search page, click the Create icon.

    2. On the Data Role page, set Data Role name = PayrollAdmin_ViewAll and set Job

    Role = Payroll Administrator.

    3. Click the Next button to go to the Security Criteria page.

    4. Set Organization Security Profile = View All Organizations

    Set Position Security profile = View All Positions

    Set Legislative Data Group = View All Legislative Data Groups

    Set Person Security Profile = View All People

    Set Document Type Security Profile = View All Documents Types

    Set Payroll Security Profile = View All Payrolls

    Set Flow Pattern Security Profile = View All Flows.

    5. Click the Review button. Verify your data is correct.

    6. Click the Submit button.

    7. Search for the HCM data role you just created and verify that the status is

    "Complete". This means the data role was created correctly in HCM and OIM.

    8. From the search page, click the Create icon.

    9. On the Data Role page, set Data Role name = PayrollMgr_ViewAll and set Job

    Role = Payroll Manager.

    10. Click the Next button to go to the Security Criteria page

    11. Set Organization Security Profile = View All Organizations

    Set Position Security profile = View All Positions

    Set Legislative Data Group = View All Legislative Data Groups

    Set Person Security Profile = View All People

    Set Public Person Security Profile = View All People

  • Setting Up Implementation Users and SFTP: Release 9

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    Set Document Type Security Profile = View All Documents Types

    Set Payroll Security Profile = View All Payrolls

    Set Flow Pattern Security Profile = View All Flows.

    12. Click the Review button. Verify your data is correct.

    13. Click the Submit button.

    14. Search for the HCM data role you just created and verify that the status is

    "Complete". This means the data role was created correctly in HCM and OIM.

  • Setting Up Implementation Users and SFTP: Release 9

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    Assign Security Profiles to Abstract Roles

    Summary: The HCM Cloud Service predefines Employee, Contingent Worker and Line Manager

    abstract roles. This activity establishes reasonable, start-point security profiles for these abstract

    roles. As you move forward in your production security set up, your team can change these initial

    setups.

    What you will need for this step: N/A

    Setup Steps:

    1. From the previous step, you should still be logged in as the TechAdmin user.

    2. From the Fusion Navigator, go to Tools > Setup & Maintenance.

    3. Click the down arrow at bottom left of page to show more panels.

    4. Click the Search hyperlink.

    5. Search for Manage Data Role and Security Profiles.

    Click the Go to Task icon.

    6. Assign security profiles to the Line Manager abstract role.

    1. Search Role = Line Manager

    2. Highlight the role and click the Edit button.

    3. Set Organization Security Profile = View All Organizations

    Set Position Security Profile = View All Positions

    Set Legislative Data Group Security Profile = View All Legislative Data

    Groups

    Set Person Security Profile = View Manager Hierarchy

    Set Public Person Security Profile = View All Workers

    Set Document Type Security Profile = View All Documents Types

    Set Payroll Security Profile = View All Payrolls

    Set Flow Pattern Security Profile = View All Flows

    4. Click the Review button. Verify your data is correct.

  • Setting Up Implementation Users and SFTP: Release 9

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    5. Click the Submit button.

    7. Assign security profiles to the Employee abstract role

    1. Search Role = Employee

    2. Highlight the role and click the Edit button.

    Set Position Security Profile = View All Positions

    Set Country Security Profile = View All Countries

    Set Legislative Data Group = View All Legislative Data Groups

    Set Person Security Profile = View Own Record

    Set Public Person Security Profile = View All Workers

    Set Document Type Security Profile = View All Documents Types

    3. Click the Review button. Verify your data is correct.

    4. Click the Submit button.

    8. Assign security profiles to the Contingent Worker abstract role.

    1. Search Role = Contingent Worker

    2. Highlight the role and click the Edit button.

    Set Position Security profile = View All Positions

    Set Country Security Profile = View All Countries

    Set Legislative Data Group = View All Legislative Data Groups

    Set Person Security Profile = View Own Record

    Set Public Person Security Profile = View All Workers

    Set Document Type Security Profile = View All Documents Types

    7. Click the Review button. Verify your data is correct.

    8. Click the Submit button.

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    Define Role Mapping Definitions for Abstract Roles in Fusion HCM

    Summary: This activity defines role mapping definitions for the predefined Employee, Contingent

    Worker and Line Manager abstract roles. The following setup creates reasonable, start-point

    definitions of how Fusion security determines when to automatically assign (provision) these

    roles to people. As you move forward in your production security set up, your team can change

    these initial setups.

    What you will need for this step: N/A

    Setup Steps:

    1. From the previous step, you should still be logged in as the TechAdmin user.

    2. From the Fusion Navigator, go to Tools > Setup & Maintenance.

    3. Click the down arrow at bottom left of page to show more panels.

    4. Click the Search hyperlink.

    5. Search for Manage HCM Role Provisioning Rules.

    Click the Go to Task icon.

    6. Define role mapping definition for the Employee abstract role.

    1. Click the Create icon.

    2. Set Mapping Name = Employee

    3. Set System Person Type = Employee

    4. Set HR Assignment Status = Active

    5. Set Role Name (at bottom) = Employee (click the + icon to add this Role Name;

    search on Employee and select the existing Employee Role Name)

    6. Confirm that Autoprovision = On by default; if it has not, set it = On.

  • Setting Up Implementation Users and SFTP: Release 9

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    7. Click the Save and Close button.

    8. Click OK to the Save confirmation message.

    7. Define role mapping definition for the Line Manager abstract role.

    1. Click the Create icon .

    2. Set Mapping Name = Line Manager

    3. Set System Person Type = Employee

    4. Set HR Assignment Status = Active

    5. Set Manager with Reports = Yes

    6. Set Role Name (at bottom) = Line Manager (Click the + icon to add this Role

    Name; search on Line Manager and select the existing Line Manager Role

    Name)

    7. Confirm that Autoprovision = On by default; if it has not, set it = On.

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    8. Click the Save and Close button.

    9. Click OK to the Save confirmation message.

    8. Define role mapping definition for the Contingent Worker abstract role.

    1. Click the Create icon.

    2. Set Mapping Name = Contingent Worker

    3. Set System Person Type = Contingent Worker

    4. Set HR Assignment Status = Active

    5. Set Role Name (at bottom) = Contingent Worker (Click the + icon to add this

    Role Name; search on Contingent Worker and select the existing Contingent

    Worker Role Name)

    6. Confirm that Autoprovision = On by default; if it has not, set it = On.

  • Setting Up Implementation Users and SFTP: Release 9

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    7. Click the Save and Close button.

    8. Click OK to the Save confirmation message.

    9. Click the Done button.

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    Create Generic Role Mapping Definitions for HCM Data Roles in Fusion HCM

    Summary: This activity defines the eligibility criteria for assigning the HCM data roles you

    previously created to users. The following setup creates reasonable, start-point definitions of

    how Fusion security enforces eligibility when these roles are requested for users. As you move

    forward in your production security set up, your team can change these initial setups.

    What you will need for this step: N/A

    Setup Steps:

    1. From the previous step, you should still be logged in as the TechAdmin user.

    2. From the Fusion Navigator, go to Tools > Setup & Maintenance.

    3. Click the down arrow at bottom left of page to show more panels.

    4. Click the Search hyperlink.

    5. Search for Manage HCM Role Provisioning Rules.

    Click the Go to Task icon.

    6. Click the Create icon.

    7. Set Mapping Name = Requestable Roles

    8. Set HR Assignment Status = Active

    9. At the bottom of the screen, select all of the data roles you previously created by choosing the

    + icon, choosing the down arrow, and searching on each data role. For each, select the

    Requestable check box, do not select Self-requestable, and uncheck Autoprovision.

    1. HRAnalyst_ViewAll (mandatory)

    2. HCMApplicationAdministrator_ViewAll (mandatory)

    3. HRSpecialist_ViewAll (mandatory)

    4. CompensationAdmin_ViewAll (only if you created this data role)

    5. CompensationMgr_ViewAll (only if you created this data role)

    6. PayrollAdmin_ViewAll (only if you created this data role)

    7. PayrollMgr_ViewAll (only if you created this data role)

  • Setting Up Implementation Users and SFTP: Release 9

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    10. Click the Save and Close button to save this role mapping definition.

    11. Click OK to the Save confirmation message.

  • Setting Up Implementation Users and SFTP: Release 9

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    Assign Abstract and Data Roles to HCMUser in Oracle Identity Manager (OIM) & Change Service Administrator User Login

    Summary: This activity assigns abstract roles (i.e., Employee, Line Manager, and Contingent

    Worker) and the data roles you previously created to HCMUser. Other important delivered roles

    (e.g., Application Implementation Consultant, Application Administrator) were assigned to the

    HCMUser user when you created it previously. The following setup creates reasonable, start-

    point definitions. As you move forward in your production security set up, your team can change

    these initial setups.

    What you will need for this step: OIMAdmin password.

    Setup Steps:

    1. Log on to the HCM Cloud Service environment using the OIMAdmin Username and the

    password you created for this user previously.

    2. If this is the first time you are accessing the HCM Cloud Service as the OIMAdmin (it should be),

    you will be required to change your password and answer some challenge questions.

    1. Enter a new password, following the password policy guidelines on the screen.

    2. Answer the challenge questions as shown in the screen shot below.

    3. This will be the OIM Admin password for all further access to Oracle Cloud

    Services. Also, make a note of the challenge questions and answers; they will be

    necessary in the event the password for this user is forgotten.

  • Setting Up Implementation Users and SFTP: Release 9

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    3. Click the Submit button.

    4. Select the Fusion Navigator icon and go to Tools > Setup & Maintenance.

    5. Click the down arrow at bottom left of the page to show more panels.

    6. Click the Search hyperlink.

    7. Search for Create Implementation Users.

    Click the Go to Task icon to start Oracle Identity Manager (OIM).

    8. Select the Administration option (located at the top, right of page).

    9. Under the Users section, select the Advanced Search Users option.

    10. Search User Login Begins With HCMUser.

  • Setting Up Implementation Users and SFTP: Release 9

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    11. From the search results, select HCMUser by clicking on the Display Name link. Go to the

    Roles tab. The following roles should already appear on the list of roles because you set these

    up when you created the HCMUser user earlier: All Users, Application Administrator,

    Application Diagnostics Regular User, Application Diagnostics Viewer, and Application

    Implementation Consultant.

    12. Click the Assign icon in order to assign the new data roles youve created.

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    13. Click the Search button without providing any search criteria to see the list of all available

    roles.

    14. Select each row you wish to assign to the HCMUser from the search results and then press the

    Add button; you can select multiple rows.

    1. Select the Contingent Worker, Employee, and Line Manager roles.

    2. Select all of the data roles you previously created; this may include some or all of

    the following, depending upon which Cloud Services you have licensed:

    HRSpecialist_ViewAll

    HRAnalyst_ViewAll

    HCMApplicationAdministrator_ViewAll

    CompensationAdmin_ViewAll

    CompensationMgr_ViewAll

    PayrollAdmin_ViewAll

    PayrollMgr_ViewAll

    15. HCMUser will now have 10 - 15 data roles, depending upon which Cloud Services you have

    licensed. The sample below shows all 15 data roles. Confirm that you have assigned the data

    roles correctly. If you need to remove a role because you selected it incorrectly, select the role

    and press the Revoke button.

    16. Close the OIMAdmin user window with the Close Single Tab option .

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    17. Reset your Service Administrator logon credentials for the HCM Cloud Service. The following

    steps are necessary to avoid later problems in your implementation when you, the Service

    Administrator, are loaded into the HCM Cloud Service as an employee. Note that you must use

    the User Login = ServiceAdmin for all future access to the HCM Cloud Service when acting in the

    Service Administrator role; you will no longer be using the User Login you received in the service

    activation notification.

    1. Under the Users section, select the Advanced Search Users option.

    2. Search User Login Begins With . This is the User Login you received in the service

    activation notification. Note that the User Login information in the sample below

    will not match your User Login.

    3. From the search results, select your Service Administrator User Login by clicking

    on the Display Name link; this brings up the OIM page for maintaining users.

    4. Delete the value in First Name

    5. Set the Last Name = Service Admin

    6. Delete the value in Email

    7. Set User Login = ServiceAdmin

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    8. Press the Apply Button.

    9. Close this page by choosing the Close Single Tab option located

    at the top-right of the page.

    18. Sign out of OIM.

    19. Sign out of the Fusion HCM Cloud Service.

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    Verify HCMUser (Functional Implementation) User Login

    Summary: This activity verifies that the security setup you have done for the HCMUser user is

    correct.

    What you will need for this step: HCMUser password.

    Setup Steps:

    1. Log on to the HCM Cloud Service environment using the HCMUser Username and the password

    you created previously for this user.

    2. As this is the first time you are logging on with this Username, you will be required to change

    the password and answer some challenge questions.

    1. Enter a new password, following the password policy guidelines on the screen.

    2. Answer the challenge questions.

    3. Make a note of your new password; this will be the HCMUser password for all

    further access to the environment in which you are currently doing setup. Also,

    make a note of the challenge questions and answers; they will be necessary in

    the event the password for this user is forgotten.

    3. Click the Submit button.

    4. Verify the following menu items by choosing the Navigator icon.

    1. For Talent customers, verify the Talent Management item appears.

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    2. For Compensation customers, verify the Compensation and My Information >

    Total Compensation Statement appears.

    3. For Payroll/Payroll Interface customers, verify that the Payroll menu appears.

    5. Sign out of the Fusion HCM Cloud Service.

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    Overview: Resetting your HCM SFTP Server Password

    Your SFTP server is available as soon as your HCM Cloud Service environments are provisioned. As

    the Service Administrator, you (or a delegate) will assign a password to the HCM SFTP user and

    validate the SFTP server. You will access the Oracle Cloud UI to reset the HCM SFTP Server

    Password. Note that customers typically set up the SFTP server in the Test environment first and

    then reset the Production SFTP server password as needed.

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    Log on to the Oracle Cloud User Interface to Access the Identity Management Console

    Summary: This activity logs you, the Service Administrator, on to the Oracle Cloud UI where you

    will change the temporary password that was provided to you when you received the service

    activation notification. Note that your Service Administrator Username is the same for both the

    HCM Cloud Service Application and the Oracle Cloud UI when your environments are initially

    provisioned, but these are two separate applications which do NOT share the same passwords

    unless you choose to make them the same.

    What you will need for this step: Service Administrator Username and password, your Identity

    Domain, and the MyServices Administration URL. This information is contained in the Welcome to

    the Cloud email notification.

    Setup Steps:

    1. Log on to the MyServices Administration site. The URL for this site is identified in the service

    activation notification as MyServices Administration URL. Use your Service Administrator

    Username and your Identity Domain. The password will either be:

    1. The password identified in the service activation notification, if this is your first

    time accessing the Oracle Cloud UI; or

    2. The new password you were required to provide, if you have accessed the Oracle

    Cloud UI before and changed the temporary password. If this is the case, skip to

    the Change the SFTP User Password section below.

    Note: The Username you log on with in this first step is yours, the Service Administrator. As with

    all Usernames and passwords, it is a best-practice to not share your log on credentials with

    anyone else.

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    2. As this is the first time you are accessing the Oracle Cloud UI, you will be required to change

    your password and answer some challenge questions.

    1. Enter a new password, following the password policy guidelines on the screen.

    2. Answer the challenge questions.

    Make a note of your new password. This will be your Service Administrator password for all

    further access to Oracle Cloud UI. Also, make a note of the challenge questions and answers; they

    will be necessary in the event the password for this user is forgotten.

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    3. Select the Submit button.

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    Change the SFTP User Password

    Summary: This activity changes the password for the SFTP user using security capabilities in My

    Services. This is necessary in order to validate your SFTP server in the activity after this one, titled

    Validate Your SFTP Server Login.

    Setup Steps:

    1. From the My Services Dashboard, select hcm in the list of active applications.

    2. Make a note of the following information from the page: Service SFTP Host & Port and HCM

    SFTP User Name.

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    3. Select the Security button at the upper right of the page and then select the SFTP Users tab.

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    4. Find the HCM SFTP User Name you noted above, select the icon to its right, and then select

    Reset Password.

    5. Enter a new password, confirm it, and press Save.

    6. Press Save in the confirmation dialog box to commit your new HCM Service SFTP User Name

    password. If the password you entered does not conform to the user name password policy,

    correct it and save again.

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    Validate Your SFTP Server Login

    Summary: This activity validates your SFTP server for use.

    What you will need for this step: The HCM Service SFTP User Name, the password you just

    assigned, and the Service SFTP Host & Port you noted previously. You will also need to have an

    SFTP client installed on the machine from which you are working. Your business may have a

    preferred SFTP client software solution. Oracle makes no specific recommendation for which to

    use but common examples are WinSCP and PSFTP from PuTTY

    Setup Steps:

    1. Create a new SFTP connection:

    1. Set Server FTP Host Name =

    2. Set SFTP Username =

    3. Set Connection Type/Protocol = SFTP, SSH/SFTP, or equivalents

    4. Set FTP Port =

    5. Set FTP Password =

    2. Verify that you successfully logged in and that you see the E_1 directory and the ftp_inbox

    link.

    3. Open E_1 and verify that you see the ftp_inbox directory (also linked to from the link one

    level up).

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