Practice 1:

Synchronizing LDAP Demonstration Purpose: Lightweight Directory Access Protocol (LDAP)

must be synchronized with HCM user management so that users can be provisioned with roles
through HCM. This must be done as an initial security task before creating users. This process is
run as a scheduled process. Activity Scope:

• Views the Run User and Roles Synchronization Process task.

• Reviews how to monitor completion of the SyncRolesJob process to ensure that the latest
roles definitions can be assigned to users.

Sign in as Your User.

1. Go to Navigator > more... > Tools > Setup and Maintenance > Overview > All Tasks.

2. Search for the Run User and Roles Synchronization Process task. In the Setup and
Maintenance work area, you can also expand the Define Common Applications Configuration
task list for the offering you are implementing, and find this task in the Define Synchronization
of Users and Roles from LDAP task list.

3. Access the Run User and Roles Synchronization Process task by clicking its Go to Task icon. 4.
In the task page, note the name of the process is SyncRolesJobs.

5. In the Process Details page, click Process Options. Review the options that can be selected for
the process.

6. Click Cancel.

7. Click Advanced. Review the tabs for specifying Schedule, Output, and Notification
parameters.
8. Click Cancel. If you were to run the process, you would click Submit. There is no need at this
point to run this process. You run this process as an initial security task before creating users,
and when there is a need to synchronize HCM and LDAP.

9. To monitor completion of the SyncRolesJob process, go to Navigator > more... > Tools >
Scheduled Processes.

10. Enter SyncRolesJob in the Process Name field.

11. Change Submission Time After to Submission Time Before the default time given. Any runs
of the process in the specified Submission Time condition appear in the Search Results. The
Status column indicates if the process completed successfully.

12. Click on the Process ID number in the Search Results.

13. If the Process Status is went to success, you can click on the text file link to the process
output to review what the process did.

Concept

Oracle Identity Management maintains LDAP user accounts for users of Oracle Fusion
Applications. OIM also stores the definitions of abstract, job, and data roles, and holds
information about roles provisioned to users. During implementation, any existing information
about users, roles, and roles provisioned to users must be copied from the LDAP directory to
the Oracle Fusion Applications tables. Once the Oracle Fusion Applications tables are initialized
with this information, it is maintained automatically through scheduled jobs that run the
synchronization. In contrast to user information stored in LDAP, user information stored in
Oracle Fusion Applications tables can be audited. To perform the initialization, you run the
Retrieve Latest LDAP Changes process or use Run User and Roles Synchronization Process,
which runs as a scheduled process.

Practice 2: Find Existing Users Activity

Purpose:

You may need to review a user’s information, including what access is granted to the user.
Activity Scope In this activity you:

• Find Ramesh.

• Determine what roles are provisioned to his account.

Sign in as Your User.

1. Go to Navigator > more... > Tools > Setup and Maintenance > Overview > All Tasks.

2. Search for the Manage Users task.

3. In the Search keywords enter Ramesh.

4. Click the Search arrow, or in the Advanced Search region enter Ramesh in the Name field and
click Search.

5. In the search results, click the Ramesh, Pillai link to open the Edit User page for this user.

6. Review the personal and user details, and employment information.

7. In the Current Roles region, review the current roles provisioned to the user. Ramesh is a
Human capital management administrator. This base role provides the necessary access for
hiring an employee. 8. You can use the following methods to verify that hiring an employee is
one of the duties defined for the HR specialist: • Review the Oracle Fusion Applications Human
Capital Management Security Reference Manual. • Use the Manage Duties task to open
Authorization Policy Manager.

• Search for the Human capital management administrator.

• Open the roles application role hierarchy and identify the duties defined for the Human
Capital management administrator.

Activity:

Create an enterprise structure through ESC and load into application/Create a organization
structure by accessing individual tasks.

• As part of demo created enterprise structure through ESC and tried to load into apps.

• Covered single and multi tent systems

Below is individual tasks list to create enterprise structure

Back Ground:

APPS2Fusion has acquired a new financial services division. You must create a new division,
department and business unit to support this acquisition. Activity Scope Create the following
organizations:

Note: xx = your initials Division

Name: NMDC Financial US

Reporting Name: Financial Services US Department

Name: NMDC Financial_Sales

Reporting Name: APPS2FUSION Financial Business Unit

Name: NMDC Financial Services US

Practice 3: Creating a Division Step Action

1. Click the Implementation Projects link.

2. Click on your implementation project .

3. Click the Workforce Deployment link.

4. Click the Define Common Applications Configuration for Human Capital Management link.

5. Click the Define Enterprise Structures for Human Capital Management link.

6. Click the Define Workforce Structures link.

7. Click the Define Organization Structures link.

8. Select the Manage Divisions task. Click the Go to Task graphic.

9. Click the Create button.

10. Enter the desired information into the Name field. Enter "NMDC Financial Services US".

11. Enter the desired information into the Reporting Name field. Enter "Financial Services_US".

12. Click the Search: Manager list. 13. Click an entry in the list.

14. Click the Submit button. 15. Click the Yes button.

16. Click the OK button.

17. Click the Done button.

18. After you complete the task, navigate back to the task list within your implementation
project to mark the task as complete.

19. Click the Implementation Projects link.

20. Click on your implementation project .

21. Click the Workforce Deployment link.

22. Click the Define Common Applications Configuration for Human Capital Management link.

23. Click the Define Enterprise Structures for Human Capital Management link.

24. Click the Define Workforce Structures link.

25. Click the Define Organization Structures link.

26. Select the Manage Divisions task. Click the Status graphic.

27. Click the * Status list. Select Completed.

28. Click the Save and Close button.

29. Click the Done button.

30. In this activity, you learned how to create a division.

Practice 4: Create Legal Address

APPS2FUSION Corporation has acquired a new financial services division. You must create a
new legal entity with a new legal address.

1. Click the Implementation Projects link.

2. Click on your implementation project .

3. Click the Workforce Deployment link.

4. Click the Define Common Applications Configuration for Human Capital Management link.

5. Click the Define Enterprise Structures for Human Capital Management link.

6. Click the Define Legal Jurisdictions and Authorities link.

7. Select the Manage Legal Addresses task. Click the Go to Task graphic.
8. In order to create a legal entity successfully, you must first set up a legal address in the
Manage Legal Addresses page.

You can then select the legal address in the Manage Legal Entity page.

9. Click the Create button.

10. Enter the desired information into the Address Line 1 field. Enter "1800 Broadway".

11. Enter the desired information into the ZIP Code field. Enter "30314".

12. Click the OK button. 13. Click the Save and Close button.

14. After you complete the task, navigate back to the task list within your implementation
project to mark the task as complete.

15. Click the Implementation Projects link. 16. Click on your implementation project .

17. Click the Workforce Deployment link.

18. Click the Define Common Applications Configuration for Human Capital Management link.

19. Click the Define Enterprise Structures for Human Capital Management link.

20. Click the Define Legal Jurisdictions and Authorities link.

21. Click the Status graphic.

22. Click the * Status list. Select Completed.

23. Click the Save and Close button.

24. Click the Done button.

25. In this activity, you learned how to create a legal address.

Practice 5: Defining a Legal Entity

Solution: Defining a Legal Entity Step Action

1. Click the Implementation Projects link.

2. Click on your implementation project .

3. Click the Workforce Deployment link.

4. Click the Define Common Applications Configuration for Human Capital Management link.

5. Click the Define Enterprise Structures for Human Capital Management link.

6. Click the Define Legal Entities for Human Capital Management link.

7. Select the Manage Legal Entity task. Click the Go to Task graphic.

8. Click the Create button.

9. Enter the desired information into the Name field. Enter "NMDC Financial".

10. Enter the desired information into the Legal Entity Identifier field. Enter "12-12321".

11. Register your legal entity as a Payroll Statutory Unit (PSU) to pay and report on payroll tax
and insurance, and as a legal employer that employs people.

12. Click the Payroll statutory unit option.

13. Click the Legal employer option.

14. Click the Search: Legal Address list.

15. You can select the legal address you created previously.

16. Click an entry in the list.

17. Enter the desired information into the EIN or TIN field. Enter "12-22211".

18. Enter the desired information into the Registration Number field. Enter "12-22211".

19. Click the Save and Close button.

20. After you complete the task, navigate back to the task list within your implementation
project to mark the task as complete.

21. Click the Implementation Projects link.

22. Click on your implementation project.

23. Click the Workforce Deployment link.

24. Click the Define Common Applications Configuration for Human Capital Management link.

25. Click the Define Enterprise Structures for Human Capital Management link.

26. Click the Define Legal Entities for Human Capital Management link.
27. Select the Manage Legal Entity task. Click the Status graphic.

28. Click the * Status list. Select Completed.

29. Click the Save and Close button.

30. Click the Done button.

31. In this activity, you learned how to create a legal entity.

Practice 6: Creating a Department

Solution: Creating a Department

Step Action

1. Click the Implementation Projects link.

2. Click on your implementation project .

3. Click the Workforce Deployment link.

4. Click the Define Common Applications Configuration for Human Capital Management link.

5. Click the Define Enterprise Structures for Human Capital Management link.

6. Click the Define Workforce Structures link.

7. Click the Define Organization Structures link.

8. Click the Go to Task graphic.

9. Click the Create button.

10. Enter the desired information into the Name field. Enter "NMDC Financial_Sales".

11. Click the Next button.

12. Enter the desired information into the Reporting Name field. Enter "APPS2FUSION
Financial".

13. Click the Search: Manager list.

14. Click an entry in the list.

15. Click the Next button.

16. Click the Submit button.

17. Click the Yes button.

18. Click the OK button.

19. After you complete the task, navigate back to the task list within your implementation
project to mark the task as complete.

20. Click the Implementation Projects link.

21. Click on your implementation project.

22. Click the Workforce Deployment link.

23. Click the Define Common Applications Configuration for Human Capital Management link.

24. Click the Define Enterprise Structures for Human Capital Management link.

25. Click the Define Workforce Structures link.

26. Click the Define Organization Structures link.

27. Select the Manage Departments task. Click the Status graphic.

28. Click the * Status list. Select Completed.

29. Click the Save and Close button.

30. Click the Done button.

31. You have successfully created a Sales department for the Financial Services division.

Practice

7: Creating a Business Unit

Solution: Creating a Business Unit

Step Action

1. Click the Implementation Projects link.

2. Click on your implementation project .

3. Click the Workforce Deployment link.

4. Click the Define Common Applications Configuration for Human Capital Management link.

5. Click the Define Enterprise Structures for Human Capital Management link.

6. Click the Define Business Units for Human Capital Management link.

7. Select the Manage Business Unit task. Click the Go to Task graphic.

8. Click the Create button.

9. Oracle Fusion Human Capital Management uses business units to filter reference data at the
transactional level. You create business units and reference data sets to enable reference data
sharing.

10. Enter the desired information into the * Name field. Enter "NMDC Financial Services US".

11. Click the Search: Default Set link.

12. Click an entry in the COMMON column.

13. You assign the default reference data set. Oracle Fusion Human Capital Management will
use this set for all reference data types for this business unit.

14. Click the Save and Close link.

15. After you complete the task, navigate back to the task list within your implementation
project to mark the task as complete.

16. Click the Implementation Projects link.

17. Click on your implementation project .

18. Click the Workforce Deployment link.

19. Click the Define Common Applications Configuration for Human Capital Management link.

20. Click the Define Enterprise Structures for Human Capital Management link.

21. Click the Define Business Units for Human Capital Management link.

22. Select the Manage Business Unit task. Click the Status graphic.

23. Click the * Status list. Select Completed.

24. Click the Save and Close button.

25. Click the Done button.

26. In this activity, you learned how to create a business unit.

Practice 9: Organization Security Profile

1. On the Assigned Implementation Tasks tab, click in the Task field.

2. Enter the desired information into the Task field. Enter "Manage Organization Security
Profile".

3. Click the Search icon to the right of the Project field.

4. Click the Go to Task icon for the Manage Organization Security Profile task.

5. On the Manage Organization Security Profiles page, click the Create icon in the Search
Results region.

6. On the Create Organization Security Profile page, click in the Name field.

7. Enter the desired information into the Name field. Enter "XX Organization security profile".

8. Select secure by organization classification, choose department from the list of values

9. Choose the include department for the department created in the earlier practices.

10. Save and close.

11. Similarly you can also create organization security profile by securing the organization
hierarchy by trying on the department tree (Department tree have to be created earlier using
manage department trees to be used here)

Note: As part of demo, I have walked through all type off security profiles along with
organization and department tree creation and associated these trees in security profiles.

Practice 10: Person Security Profile

1. On the Assigned Implementation Tasks tab, click in the Task field.

2. Enter the desired information into the Task field. Enter "Manage Person Security Profile".

3. Click the Search icon to the right of the Project field.

4. Click the Go to Task icon for the Manage Person Security Profile task.

5. On the Manage Person Security Profiles page, click the Create icon in the Search Results
region.

6. On the Create Person Security Profile page, click in the Name field.

7. Enter the desired information into the Name field.

8. In the Person Types region, select the Secure by Person Type option.

9. In the Person Types region, click the New icon to add a row to the Person Types table.

10. In the row added to the Person Types table, click the System Person Type list.

11. Select the Contingent Worker value in the System Person Type list of values.

12. Click the Access list of values.

13. Select the Restricted value in the Access list of values.

14. In the Workforce Structures region, select the Secure by Department option.
15. Click the Secure by Department list of values.

16. Select the XX organization security profile created in the previous practice.

17. Click the Save and Close button.

18. On the Manage Person Security Profiles page, click the Done button.

19. On the Assigned Implementation Tasks tab, click the Status icon for the task Manage Person
Security Profile.

20. In the Edit Status window, click the Status list of values.

21. Select the Completed list item in the Status list of values.

22. Click the Save and Close button. Practice 11: Creating an HCM Data Role Create an HCM
Data role that provides HR specialist with access to contingent workers in the department
created earlier. 1. On the Assigned Implementation Tasks tab, click in the Task field. 2. Enter the
desired information into the Task field. Enter "Manage Data Role and Security Profiles".

3. Click the Search icon to the right of the Project field.

4. Click the Go to Task icon for the Manage Data Role and Security Profiles task.

5. On the Manage HCM Data Roles page, click the Create icon in the Search Results region.

6. On the Create Data Role: Select Role page, click in the Data Role field.

7. Enter the desired information into the Data Role field.

8. Click the Job Role list of values.

9. Click the Search... link in the Job Role list of values.

10. In the Search and Select: Job Role window, enter the desired information into the Role
Name field. Enter "Human%".

11. Click the Search button.

12. Select the job role Human Resource Specialist in the search results.

13. Click the OK button.

14. On the Create Data Role: Select Role page, click the Next button.
15. On the Create Data Role: Security Criteria page, you can either select an existing security
profile for each HCM business object or create a new security profile. To create a new security
profile, you select the Create New value from the list of security profiles for an HCM business
object, enter the security profile name, and select the criteria by which you want to secure the
object. In this activity, you are selecting existing security profiles for each HCM business object.

16. On the Create Data Role: Security Criteria page, click the Organization Security Profile list of
values in the Organization region.

17. Select the View All Organizations value in the Organization Security Profile list of values.

18. In the Position region, click the Position Security Profile list of values.

19. Select the View All Positions value in the Position Security Profile list of values.

20. In the Countries region, click the Country Security Profile list of values.

21. Select the View All Countries value in the Country Security Profile list of values.

22. In the Legislative Data Group region, click the LDG Security Profile list of values.

23. Select the US LDG value in the LDG Security Profile list of values.

24. In the Person region, click the Person Security Profile list of values.

25. Click the Search... link in the Person Security Profile list of values.

26. In the Search and Select: Person Security Profile window, enter the desired information into
the Name field.

27. Click the Search button.

28. Select the security profile created in the previous practice from the search results.

29. Click the OK button.

30. In the Public Person region, click the Person Security Profile list of values.

31. Select the View All Workers value in the Person Security Profile list of values.

32. In the Document Type region, click the Document Type Security Profile list of values.

33. Select the View All Document Types value in the Document Type Security Profile list of
values.

34. In the Payroll region, click the Payroll Security Profile list of values.
35. Select the View All Payrolls entry in the Payroll Security Profile list of values.

36. In the Payroll Flow region, click the Flow Pattern Security Profile list of values.

37. Select the View All Flows entry in the Flow Pattern Security Profile list of values.

38. On the Create Data Role: Security Criteria page, click the Review button.

39. On the Create Data Role: Review page, review the details of the new HCM data role and
click the Submit button.

40. On the Manage HCM Data Roles page, click the Done button.

41. On the Assigned Implementation Tasks tab, click the Status icon for the task Manage Data
Role and Security Profiles.

42. In the Edit Status window, click the Status list of values.

43. Select the Completed value in the Status list of values.

44. Click the Save and Close button