Monday Mar 24, 2014

Fusion Applications & Audit Vault

In a recent Customer Connect webcast on "Auditing Capabilities in Oracle Applications Cloud" (presentation; replay), questions were raised on how the existing audit functions offered using the Applications Audit Framework (also known as the APPLCORE Audit Framework) can be leveraged to audit the read access or selects made on specific objects and/or entities. While the Applications Audit Framework captures the insert, update or delete operations (also known as DML operations) on Fusion Business Objects, the select and read accesses on these objects can be captured using Oracle Audit Vault.

Oracle Audit Vault

Oracle Audit Vault is a separately licensed security product — certified for Fusion Applications — that gathers auditing information from remote databases and stores it in a single centralized warehouse database. It can help customers to comply with Sarbanes-Oxley (SOX) and other regulations, perform proactive monitoring and mitigate security risks.

Oracle Audit Vault can be of immense value for organizations when their IT policies demand tighter access control to the applications, especially in situations:

  • When every database change must be captured
  • When business objects, not addressed currently by Applications Audit Framework, need to be audited
  • When read access and SELECT statements need to be audited

For more information on Oracle Audit Vault and its capabilities, please review the Oracle Audit Vault Datasheet (click here).

Tuesday Dec 10, 2013

Auditing in Fusion Applications

Release 7 of Fusion Applications provides the much needed functionality of auditing, leveraging the Fusion Middleware auditing capabilities. The functionality provided in this release covers the auditing of various applications business objects and the Fusion middleware components, including the below:

  • Fusion Applications Business Objects
  • Oracle SOA Suite –SOA Metadata Customizations
  • Pages and Business Objects Extensibility
  • BI Publisher – Report request, report execution, etc.
  • ODI, ESS, MDS, OPSS

In Release 7, the audit framework provided covers both capturing and reporting the audit events. Business objects or events to be audited can be configured using Manage Audit Policies in Fusion Applications while the reporting on these captured audit events is facilitated using Audit History UI. Users with appropriate roles will be able to configure (Manage Audit Policies with Application Administrator Job Role) and view these reports (Audit History UI with Internal Auditor Job Role).

The following Oracle University sessions provide a detailed overview of the auditing functionality available in Fusion Applications.

  1. Fusion 11g Release 7 (11.1.7.0.0) TOI: Technical Overview of Audit Trail – A technical overview of configuring audit capture and audit reporting
  2. Auditing in Fusion Applications – Provides an overview of auditing the various business objects in Fusion Applications
  3. Security Audit and Reporting in Fusion Applications Release 7 – An overview of the OPSS audit in Fusion Applications

Thursday Aug 08, 2013

Reporting on User Roles in Fusion Applications

We often find a need to get a list of enterprise roles assigned to a Fusion Applications user, a need for a simple report. This can also be useful when there is no access to OIM screens, but only a simple read-only access is provided to the Fusion database. Below are certain simple SQL scripts that would assist in getting such a report. These scripts can be run by creating data model queries in BI Publisher if you are accessing a SaaS implementation or directly run in any SQL client if you are in an on-premise setup.

1. The SQL below can be used to get a list of roles assigned to an FA user:

SELECT a.USERNAME,
  c.ROLE_COMMON_NAME,
  c.ROLE_DISTINGUISHED_NAME
FROM PER_USERS a,
  PER_USER_ROLES b,
PER_ROLES_DN_VL c
WHERE a.USER_ID = b.USER_ID
AND b.ROLE_ID = c.ROLE_ID
AND a.USERNAME = '&username'

Below is a sample output from the SQL and the screenshot from OIM for the same user (FA user 'FUSION' is used for this example here).

OIM Screenshot for 'FUSION' user is below:


2. Further drill-down of the individual roles can be obtained using the query below which provides the detailed listing of roles inherited by a specific user session. The result from this query would match the results you see when drilling down 'Application Implementation Consultant', 'Employee' and 'IT Security Manager' above.

SELECT ROLE_NAME,
ROLE_GUID,
  SESSION_ID
FROM FND_SESSION_ROLES
WHERE  SESSION_ID IN
  (SELECT SESSION_ID
  FROM
    (SELECT SESSION_ID
    FROM FND_SESSIONS
    WHERE fnd_sessions.user_name = ‘&username’
    ORDER BY FIRST_CONNECT DESC
)
WHERE rownum<=1
)
ORDER BY role_name


The same result can also be obtained using the below query:

SELECT srs.ROLE_NAME
FROM FND_SESSIONS s,
FUSION.FND_SESSION_ROLE_SETS srs
WHERE s.SESSION_ROLE_SET_KEY = srs.SESSION_ROLE_SET_KEY
AND s.SESSION_ID IN
  (SELECT SESSION_ID
  FROM
    (SELECT b.SESSION_ID
    FROM FND_SESSIONS b
    WHERE b.USER_NAME = ‘&username’
    ORDER BY FIRST_CONNECT DESC
    )
  WHERE ROWNUM <= 1
)
ORDER BY srs.ROLE_NAME

The above queries, using FND_SESSIONS, will only be valid if the FA user has logged into Fusion Applications at any time (or if there is an active session of this user) and the user's login information exists in this table (not purged by any purge routines).

For a list of duties and privileges assigned to various job (or external) roles, please refer to My Oracle Support Reference Note: 1460486.1 Mapping of Roles, Duties and Privileges in Fusion Applications.

Keep visiting our blog for other useful tips and tricks in Fusion Applications.

Tuesday Jun 25, 2013

Fusion HCM SaaS – Integration

Fusion HCM SaaS – Integration

A typical implementation pattern we’re seeing with Fusion Apps early adopters is implementing a few Fusion HCM applications that bring the most benefit to their company with the least disruption to existing programs and interfaces. Very often this ends up being Fusion Goals & Performance, Talent, Compensation or Benefits, often with Taleo for recruiting. The implementation picture looks like what you see below:


Here, you can see that all the “downstream integrations” from the On-Premise Core HR, are unaffected because the master for employee data is still your On-Premise Core HR system – all updates and new hires are made here (although they may be fed in from Taleo to start with).

As a second phase when customers migrate Core HR to Fusion HCM, they have to come up with a strategy to manage integrations to all their downstream applications that require employee details. For customers coming from EBS HR, a short term strategy that allows for minimal impact, is to extract employee data from Fusion (Via HCM Extract), and load the shared EBS HR tables (which are part of an EBS Financials install anyways), and let your downstream integrations continue to function based on this data as shown below.


If you are not coming from EBS HR and there are license implications, you may want to consider:

  1. Creating an On-Premise warehouse for extracting data from Fusion Apps.
  2. Leveraging Fusion Apps Web Services (available to SaaS customers starting R7) to directly retrieve/write data to Fusion Apps.

Integration Tools

File Based Loader

This is the primary mechanism for loading HCM data (both initial load and incremental updates) into Fusion HCM. Employee & related data can be uploaded into Fusion HCM using File Based Loader.

Note that ability to schedule File Based Loader to run on a pre-defined schedule will be available as a patch on top of Rel 5.

Hr2Hr has been deprecated in favor of File Based Loader, but for existing customers using Hr2Hr, here are some sample scripts that show how to get more informative error messages. They can be run by creating data model sql queries in BI Publisher. The scripts currently have hard coded values for request id and loader batch id, which your developer will need to update to the correct values for you. The BI Publisher Training Session recorded on Apr 18th is available here (under "Recordings"). This will enable a somewhat technical resource to create a data model sql query.

Links to Documentation & Traning
Reference documentation for File Based Loader on docs.oracle.com

FBL 1.1 MOS Doc Id 1533860.1

Sample demo data files for File Based Loader

HCM SaaS Integrations ppt and recording.

EBS api's

Loading Information into EBS Full or Shared HCM

This could be candidate information being loaded from Taleo into EBS or  Employee information being loaded from Fusion HCM into an EBS shared HR install (for downstream applications & EBS Financials).

Oracle HRMS Product Family Publicly Callable Business Process APIs (A Reference Consolidation) [ID 216838.1]
This is a guide to the EBS R12 Integration Repository accessible from an EBS instance.

EBS HRMS Publicly Callable Business Process APIs in Release 11i & 12 [ID 121964.1]

Fusion HCM Extract

Fusion HCM Extract is the primary mechanism used to extract employee information from Fusion HCM.

Refer to the "Configure Identity Sync" doc on MOS  for additional mechanisms.

Additional documentation (you'll need an oracle.com account to access)
HCM Extracts User Guides (Rel 4 & 5)

HCM Extract Entity/Attributes (Rel 5)

HCM Extract User Guide (Rel 5)

If you don’t have an oracle.com account, download the zipped HCM Extract Rel 5 Docs (Click on File --> Download on next screen).

View Training Recordings on Fusion HCM Extract

Benefits Extract

To setup the benefits extract, refer to the following guide.
Page 2-15 of the User Documentation describes how to use the benefits extract.

Benefit enrollments can also be uploaded into Fusion Benefits. Instructions are here along with a sample upload file.

However, if the defined benefits extract does not meet your requirements, you can use BI Publisher (Link to BI Publisher presentation recording from Apr 18th) to create your own version of Benefits extract. You can start with the data model query underlying the benefits extract.

Payroll Interface

Fusion Payroll Interface enables you to capture personal payroll information, such as earnings and deductions, along with other data from Oracle Fusion Human Capital Management, and send that information to a third-party payroll provider.

Documentation:
Payroll interface guide
Sample file
DBI's used for the payroll interface.

Usage Patterns always accessible @ http://www.finapps.com

Thursday Apr 11, 2013

Fusion Applications Single Sign On - Business User perspective

Common Use Cases & How to implement them (SSO Pilot Website)

The post outlines some of the more prevalent Single Sign On (SSO) use cases Fusion customers are currently using. It also provides an outline of work necessary to enable each of these use cases & links to more detailed technical information.

Case #1: From Corporate Portal

Employees, already authenticated into your corporate portal, should be able to click on the Fusion Apps link and get access without being challenged for their username/password as shown below.


Figure #1: SSO from Corporate Portal

Software you'll need:

Most companies will already have a directory (LDAP) that they are using to store their employees identities. If you already have Single Sign On configured for any of your applications, then you probably already have a "Federation Server" inhouse.

If your federation server is:
  • ADFS (Active Directory Federation Server) 2.0 from Microsoft
  • Oracle Identity Federation 11g
... you're all set.

If it's some other Federation Server capable of issuing a SAML 2.0 token, this is subject to approved by Oracle.


Configuration / Integration Work Needed:

Creating Employees in Fusion Apps: First thing you'll need to plan is how to create your employee identities in Fusion Applications and how to assign them the appropriate roles in Fusion Applications (this is required before Single Sign On will work). For testing purposes, you can just create the users using the Fusion Applications "Manage Users" or "New Person" screens and typing them in. If you're a small company, you can continue to do this for new hires. If you're a large company, refer to the "Employee/Role data flow" page - this might reflect the flow you need. If it does not, let us know.

When creating the employee in Fusion HCM, the value that you enter as the "HCM username", should be a unique value also present in your Federation Server for that employee, as you will need to configure your Federation Server to send this value as the "Name Id" when it issues the SAML token for Fusion Applications to consume. [The "Name Id" is just a unique value that tells Fusion Apps who this user is].

View Co-existence and SSO Presentation for more details.

Configuring your Federation Server & Fusion Applications (Cloud): Then it's simply a matter of doing some configurations in your Federation Server and for Oracle's Cloud Operations team to do some configurations in your Fusion Applications Pod. This part is done via filing a Service Request. The details of all this are available in My Oracle Support under Note 1477248.1.

Embedding URL: Finally you will embed the url into your corporate portal and your authenticated users will be able to click on the Fusion Applications link and be taken directly into Fusion Applications without being challenged again.

Case #2: From a 3rd Party Application

Employees already authenticated to a 3rd party SaaS Application should be able to click on a Fusion Applications URL and access Fusion Applications without being challenged for their username/password.


Figure #2: SSO from 3rd Party Application

Software you'll need:

If your employees are already configured for SSO into the 3rd party Cloud App, then you probably already have all the On-Premise Software needed in place (LDAP & Federation Server). Refer to Corporate Portal page.

Configuration / Integration Work Needed:

Creating Employees in Fusion Applications: Exactly the same as the "Corporate Portal" use case above.

Configuring your Federation Server & Fusion Applications (Cloud): Exactly the same as the "Corporate Portal" use case above. Single Sign On will operate between your On-Premise Identity Provider and Fusion Applications in exactly the same manner, but your end user will experience Fusion Applications embedded within your 3rd party Cloud Application (as long as the 3rd party Cloud Application supports embedding the URL).

Embedding URL: You will embed the URL into the 3rd party Cloud Application and your authenticated users will be able to click on the Fusion Applications link & access Fusion Applications screens without being challenged again.

Case #3: Accessing Fusion HCM & Taleo

Employees authenticated against Fusion Apps via SSO, should be able to access Taleo without being challenged for their username/password.


Figure #3: Accessing Fusion HCM & Taleo

If you wish to Single Sign On into Fusion HCM, you will need to configure that as outlined in the "Corporate Portal" use case above.

Then you follow the configuration steps to get Taleo SSO working with your On-Premise IdP. This includes a step of ensuring that the employees that need to access Taleo are already created in Taleo.

Now once your users are logged into Fusion HCM, they can bring up an additional tab for Taleo and will be automatically logged into Taleo.

Case #4: Access from Home

All the use cases above should also work when the employee logs in from home (outside work network).


Figure #4: Access from Home

Case #5: SSO plus Non-SSO

Some of your employees (contractors etc) or partners are not present in your LDAP and need to be authenticated by Fusion Applications. All the others need to be authenticated via SSO. NOTE: This is supported as of Release 7 only.


Figure #5: SSO plus Non-SSO

As of Release 7, when you click on the Fusion Applications URL, you will be able to choose between SSO authentication and authentication via Fusion Applications. Contractors and Partners can choose to authenticate via Fusion Applications and employees via SSO.

The SSO setup & configuration remains the same as in the "Corporate Portal" use case above.


References

Co-existence and SSO Presentation
My Oracle Support (MOS) Interlinked documents on Fusion Apps SSO
MOS Note on Configuring Taleo Business Edition

Employee/Role data flow (from SSO Pilot Website)
SSO Pilot Website

Feedback via comments below or email

Wednesday Mar 27, 2013

Managing Workflow Notifications in Fusion Apps – An Example

This article illustrates an example of a system administrator viewing and taking action on SOA Human Workflow notifications generated by a composite process that underlies a Fusion Apps HCM Task. As part of the privileges granted by their enterprise role, the administrator is able for example to reassign, suspend, or withdraw the requested action in the task.

What is a Human Workflow?

Human Workflow is the component of Oracle’s SOA suite that allows humans to interact with a process. For example a manager might need to approve a purchase order or an expense report prior to the transaction (issuing a purchase order or reimbursement of expenses) being completed or perhaps to reassign a task they are unable to complete. In addition to allowing users of an application to interact with its processes, the capabilities of the Human Workflow include full task lifecycle management through the ability to reroute tasks, escalate them, and providing deadlines by which they must be completed, in addition to the presentation of tasks to the concerned user through the BPM Worklist application or other channels such as email.


The Task and its Rules

In our example we will use a Fusion HCM Transaction example to illustrate how a transaction is routed and what actions an administrator can take on that transaction.

The Table below lists Fusion Core HCM transactions that are enabled for approvals.

Seeded Approvals (Include 2 Levels of Supervisor chain)

Seeded Auto-Approved

Transfer

Manage Salary (typically configured to require approval)

Promotion

Manage Compensation (typically configured to require approval)

Change Manager

Share Information (requires approval by worker)

Change Location

Change Marital Status

Change Working Hours

Create Employment Terms

Terminate Work Relationship

Manage Employment

Hire an Employee

Manage Grades

Add a Non-worker

Manage Grade Ladders

Add a Contingent Worker

Manage Grade Rates

Add a Pending Worker

Manage Jobs

Create Work Relationship

Manage Locations

Manage Work Schedule Assignment

Manage Organizations

Manage Absence Records (1 level)

Manage Person

Manage Document Record (1 level)

Manage Positions

Submit Performance Document(1 level)


Add Goal (1 level)


Table 1.Fusion HCM Transactions


Let us start by looking at the Promotion Task and the rules associated with that task.

Figure 1 shows the composite process that handles the HCM Promotion task. This composite consists of several SOA components and includes the services and references in Figure 2.

2.tiff

Figure 1.Deployed Promotion Approvals Composite processes.

3.tiff

Figure2. Components of the Promotion Approval Composite

In Figure 3 below, the rule defined reads as follows: For the promotion process and for all cases (the condition 1=1 being always true) build the approval list based on the supervisory hierarchy and process the transaction two levels above the approver, starting with the approver’s manager and stopping with the user “douglas.mcneil” who happens to also be the CEO and the top node in the hierarchy.

Figure3. BPM Task Configuration Rules

The Administrator’s privileges

In Fusion Applications the ability to access functions across products is controlled by functional privileges granted to a user through APM (Access Provisioning Manager). The application role that allows an administrator to view all human tasks is “BPM Workflow System Admin Role”. Several of the seeded roles in the reference implementation inherit this duty. The table below shows the hierarchy for the Human Capital Management Application Administrator.

Level

Display Name

Role Name

Description

Inherited by

1

Human Capital Management Application Administrator

HRC_HUMAN_CAPITAL_

MANAGEMENT_APPLICATION_ADMINISTRATOR_JOB

Configures the Oracle Fusion Global Human Resources application and has access to all duty roles necessary to implement the Compensation, Workforce Deployment, and Workforce Development offerings.


2

BPM Workflow System Admin Role

BPMWorkflowAdmin

This role grants a user the privilege to perform administrative actions in the workflow functionality via the worklist UI. A user in this role will be able to view all tasks in the system, recover errored (incorrectly assigned) tasks, create approval groups and edit task configuration / rules DT@RT UI (both AMX functionality) This is a business administrator type role. This role is granted to SOAAdmin.

1

Table 2.Seeded Roles that provide access to all Tasks in the Worklist application

4.tiff

Figure4. Role hierarchy assigned to the administrator for the example in this document

The HCM Transaction

At the conclusion of a performance evaluation cycle, a manager determines that an employee is a candidate for a promotion. The Manager initiates the request from the Manager Resources Dashboard. The necessary adjustments are made to the employee’s Job, and Compensation details and the transaction is submitted.

7.tiff

Figure5a. Supervisory Hierarchy: Donald Alexander reports to Douglas McNeil

8.tiff

Figure5b. Supervisory Hierarchy: Stella Marcus reports to Donald Alexander

9.tiff

Figure5c. Supervisory Hierarchy: Jaime Gregg reports to Stella Marcus

Figures 5a, 5b, 5c show three levels in the supervisory hierarchy, the transaction we will use in our example below will be submitted for employee Jamie Gregg, and will be submitted by Stella Marcus her manager. Based on the approval rules we had defined earlier this promotion request will be routed to the next two levels in the hierarchy in sequence to Donald Alexander then Douglas McNeil.

The manager selects the Promote Action from the employee’s card in the Org chart

10.tiff

Figure6. The Manager Selects the Promote Action from the Org Chart.

The Manager Completes the promotion request and reviews the details prior to submission. The approval list is built in the last step of the transaction as illustrated in Figure 7a and 7b below.

11.tiff

Figure7a. There last step in the transaction is the review of the request prior to submission

12.tiff

Figure7b. The Approval list built in the last step of the transaction prior to submission.

Initiated transactions generate an instance of the composite process discussed earlier (see Figure 8 below) , and are available to the participants and administrator. The instance also retains the status and history of the transactions during its lifecycle and after completion.

13.tiff

Figure 8. TheTask instance in the Worklist of the Manager

After submission, the manager can review the initiated task and amend it by adding attachments or comments as seen in Figure 9 below.

Figure 9. Comments and Attachments added to the request

The Notification

Based on the rules applicable to the promotion transaction we discussed earlier, the process sends a request for approval to the manager of the requestor. However let us assume that Donald Alexander the manager of Stella Marcus and the the first of the two approvers is not available to take an action on the request. Stella makes a request via the comments field to have the administrator to skip the current stage and forward the request to the next approver.

The Administrator Action

The administrator Kyle Bailey searches for transactions assigned to Donald Alexander (Figure 10) and can perform the actions listed in Figure 11 namely skip the current assignment, suspend , withdraw or reassign the request to a different user .

16.tiff

Figure 10. Administrator queries tasks assigned to Donald Alexander

17.tiff

Figure 11. Actions an administrator can take on an assigned task

After reassignment of the task by the administrator to the next approver, Douglas McNeil can now see the Task in their worklist.

19.tiff

Figure 12. Worklist of the user to whom the task was reassigned

All changes made to to a task instance remain with the task and are viewable by all users who have access to that task namely the participants in the transaction (the approvers) and the administrator. A completed task with a full history of task actions and the participants who made them is shown in Figure 13 below.

20.tiff

Figure 13.Completed Task

References

Oracle® Fusion Middleware Developer's Guide for Oracle SOA Suite11g Release 1 (11.1.1) Part Number E10224-05 -- Chapter 27


Oracle SOA Suite Components



Tuesday Dec 04, 2012

How to Modify Data Security in Fusion Applications




The reference implementation in Fusion Applications is designed with built-in data security on business objects that implement the most common business practices.  For example, the “Sales Representative” job has the following two data security rules implemented on an “Opportunity” to restrict the list of Opportunities that are visible to an Sales Representative:

  • Can view all the Opportunities where they are a member of the Opportunity Team
  • Can view all the Opportunities where they are a resource of a territory in the Opportunity territory team

While the above conditions may represent the most common access requirements of an Opportunity, some customers may have additional access constraints.
This blog post explains:

  1. How to discover the data security implemented in Fusion Applications.
  2. How to customize data security
  3. Illustrative example.

a.) How to discover seeded data security definitions


The Security Reference Manuals explain the Function and Data Security implemented on each job role.  Security Reference Manuals are available on Oracle Enterprise Repository for Oracle Fusion Applications.
The following is a snap shot of the security documented for the “Sales Representative” Job. The two data security policies define the list of Opportunities a Sales Representative can view.

Here is a sample of data security policies on an Opportunity.

Business Object

Policy Description

Policy Store Implementation

Opportunity

A Sales Representative can view opportunity where they are a territory resource in the opportunity territory team

Role: Opportunity Territory Resource Duty
Privilege: View Opportunity (Data)
Resource: Opportunity


A Sales Representative can view opportunity where they are an opportunity sales team member with view, edit, or full access

Role: Opportunity Sales Representative Duty
Privilege: View Opportunity (Data)
Resource: Opportunity

Description of Columns


Column Name

Description

Policy Description

Explains the data filters that are implemented as a SQL Where Clause in a Data Security Grant

Policy Store Implementation

Provides the implementation details of the Data Security Grant for this policy.
In this example the Opportunities listed for a “Sales Representative” job role are derived from a combination of two grants defined on two separate duty roles at are inherited by the Sales Representative job role.

b.) How to customize data security


Requirement 1:
Opportunities should be viewed only by members of the opportunity team and not by all the members of all the territories on the opportunity.

Solution:
Remove the role “Opportunity Territory Resource Duty” from the hierarchy of the “Sales Representative” job role.
Best Practice:
Do not modify the seeded role hierarchy.
Create a custom “Sales Representative” job role and build the role hierarchy with the seeded duty roles.

Requirement 2:
Opportunities must be more restrictive based on a custom attribute that identifies if a Opportunity is confidential or not.
Confidential Opportunities must be visible only the owner of the Opportunity.

Solution:
Modify the (2) data security policy in the above example as follows:
A Sales Representative can view opportunity where they are a territory resource in the opportunity territory team and the opportunity is not confidential.
Implementation of this policy is more invasive. The seeded SQL where clause of the data security grant on “Opportunity Territory Resource Duty” has to be modified and the condition that checks for the confidential flag must be added.
Best Practice:
Do not modify the seeded grant.
Create a new grant with the modified condition.
End Date the seeded grant.


c.) Illustrative Example (Implementing Requirement 2)


A data security policy contains the following components:

  • Role
  • Object
  • Instance Set
  • Action

Of the above four components, the Role and Instance Set are the only components that are customizable. Object and Actions for that object are seed data and cannot be modified.
To customize a seeded policy, “A Sales Representative can view opportunity where they are a territory resource in the opportunity territory team”,

  1. Find the seeded policy
  2. Identify the Role, Object, Instance Set and Action components of the policy
  3. Create a new custom instance set based on the seeded instance set.
  4. End Date the seeded policies
  5. Create a new data security policy with custom instance set

c-1: Find the seeded policy


Step 1:
1. Find the Role
2. Open
3. Find Policies


dif1.jpg


Step 2:

  1. Click on the Data Security Tab
  2. Sort by “Resource Name”
  3. Find all the policies with the “Condition” as “where they are a territory resource in the opportunity territory team

dif2.jpg

In this example, we can see there are 5 policies for “Opportunity Territory Resource Duty” on Opportunity object.


Step 3:

Now that we know the policy details, we need to create new instance set with the custom condition.
All instance sets are linked to the object.

  1. Find the object using global search option. Open it and click on “condition” tab
  2. Sort by Display name
  3. Find the Instance set
  4. Edit the instance set and copy the “SQL Predicate” to a notepad.
  5. Create a new instance set with the modified SQL Predicate from above by clicking on the icon as shown below.

dif2.jpg

Step 4:


End date the seeded data security policies on the duty role and create new policies with your custom instance set.

  1. Repeat the navigation in step
  2. Edit each of the 5 policies and end date them

dif2.jpg

3. Create new custom policies with the same information as the seeded policies in the “General Information”, “Roles” and “Action” tabs.

4. In the “Rules” tab, please pick the new instance set that was created in Step 3.

dif2.jpg


Tuesday Nov 13, 2012

How you can extend Tasklists in Fusion Applications



In this post we describe the process of modifying and extending a Tasklist available in the Regional Area of a Fusion Applications UI Shell. This is particularly useful to Customers who would like to expose Setup Tasks (generally available in the Fusion Setup Manager application) in the various functional pillars workareas. Oracle Composer, the tool used to implement such extensions allows changes to be made at runtime. The example provided in this document is for an Oracle Fusion Financials page.

Let us examine the case of a customer role who requires access to both, a workarea and its associated functional tasks, and to an FSM (setup) task.  Both of these tasks represent ADF Taskflows but each is accessible from a different page.  We will show how an FSM task is added to a Functional tasklist and made accessible to a user from within a single workarea, eliminating the need to navigate between the FSM application and the Functional workarea where transactions are conducted. In general, tasks in Fusion Applications are grouped in two ways:


Setup tasks are grouped in tasklists available to implementers in the Functional Setup Manager (FSM). These Tasks are accessed by implementation users and in general do not represent daily operational tasks that fit into a functional business process and were consequently included in the FSM application. For these tasks, the primary organizing principle is precedence between tasks. If task "Manage Suppliers" has prerequisites, those tasks must precede it in a tasklist. Task Lists are organized to efficiently implement an offering.

Tasks frequently performed as part of business process flows are made available as links in the tasklist of their corresponding menu workarea. The primary organizing principle in the menu and task pane entries is to group tasks that are generally accessed together.

Customizing a tasklist thus becomes required for business scenarios where a task packaged under FSM as a setup task, is for a particular customer a regular maintenance task that is accessed for record updates or creation as part of normal operational activities and where the frequency of this access merits the inclusion of that task in the related operational tasklist


A user with the role of maintaining Journals in General Ledger is also responsible for maintaining Chart of Accounts Mappings.  In the Fusion Financials Product Family, Manage Journals is a task available from within the Journals Menu whereas Chart of Accounts Mapping is available via FSM under the Define Chart of Accounts tasklist



dif2.jpg

Figure 1. The Manage Chart of Accounts Mapping Task in FSM

dif2.jpg

Figure 2. The Manage Journals Task in the Task Pane of the Journals Workarea

Our goal is to simplify cross task navigation and allow the user to access both tasks from a single tasklist on a single page without having to navigate to FSM for the Mapping task and to the Journals workarea for the Manage task. To accomplish that, we use Oracle Composer to customize  the Journals tasklist by adding to it the Mapping task.

Identify the Taskflow name and path of the FSM Task

The first step in our process is to identify the underlying taskflow for the Manage Chart of Accounts Mappings task. We select to Setup and Maintenance from the Navigator to launch the FSM Application, and we query the task from Manage Tasklists and Tasks

dif2.jpgFigure 3. Task Details including Taskflow path

The Manage Chart of Accounts Mapping Task Taskflow is:


/WEB-INF/oracle/apps/financials/generalLedger/sharedSetup/coaMappings/ui/flow

/CoaMappingsMainAreaFlow.xml#CoaMappingsMainAreaFlow


We copy that value and use it later as a parameter to our new task in the customized Journals Tasklist.

Customize the Journals Page

A user with Administration privileges can start the run time customization directly from the Administration Menu of the Global Area.  This customization is done at the Site level and once implemented becomes available to all users with access to the Journals Workarea.

dif2.jpgFigure 4.  Customization Menu

The Oracle Composer Window is displayed in the same browser and the Hierarchy of the page component is displayed and available for modification.

dif2.jpg

Figure 5.  Oracle Composer

In the composer Window select the PanelFormLayout node and click on the Edit Button.  Note that the selected component is simultaneously highlighted in the lower pane in the browser.
In the Properties popup window, select the Tasks List and Task Properties Tab, where the user finds the hierarchy of the Tasklist and is able to Edit nodes or create new ones.

src="https://blogs.oracle.com/FunctionalArchitecture/resource/TL5.jpg" dif2.jpg

Figure 6.  The Tasklist in edit mode

Add a Child Task to the Tasklist

In the Edit Window the user will now create a child node at the desired level in the hierarchy by selecting the immediate parent node and clicking on the insert node button. 
This process requires four values to be set as described in Table 1 below.

Parameter

Value

How to Determine the Value

Focus View Id

/JournalEntryPage

This is the Focus View ID of the UI Shell where the Tasklist we want to customize is.  A simple way to determine this value is to copy it from any of the Standard tasks on the Tasklist

Label

COA Mapping

This is the Display name of the Task as it will appear in the Tasklist

Task Type

dynamicMain

If the value is dynamicMain, the page contains a new link in the Regional Area. When you click the link, a new tab with the loaded task opens

Taskflowid

/WEB-INF/oracle/apps/financials/generalLedger/sharedSetup/

coaMappings/ui/flow/

CoaMappingsMainAreaFlow.xml#CoaMappingsMainAreaFlow

This is the Taskflow path we retrieved from the Task Definition in FSM earlier in the process

Table 1.  Parameters and Values for the Task to be added to the customized Tasklist

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Figure 7.   The parameters window of the newly added Task  

Access the FSM Task from the Journals Workarea

Once the FSM task is added and its parameters defined, the user saves the record, closes the Composer making the new task immediately available to users with access to the Journals workarea (Refer to Figure 8 below).

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Figure 8.   The COA Mapping Task is now visible and can be invoked from the Journals Workarea  

Additional Considerations

If a Task Flow is part of a product that is deployed on the same app server as the Tasklist workarea then that task flow can be added to a customized tasklist in that workarea. Otherwise that task flow can be invoked from its parent product’s workarea tasklist by selecting that workarea from the Navigator menu.
For Example
The following Taskflows  belong respectively to the Subledger Accounting, and to the General Ledger Products. 
/WEB-INF/oracle/apps/financials/subledgerAccounting/accountingMethodSetup/mappingSets/ui/flow/MappingSetFlow.xml#MappingSetFlow
/WEB-INF/oracle/apps/financials/generalLedger/sharedSetup/coaMappings/ui/flow/CoaMappingsMainAreaFlow.xml#CoaMappingsMainAreaFlow
Since both the Subledger Accounting and General Ledger products are part of the LedgerApp J2EE Applicaton and are both deployed on the General Ledger Cluster Server (Figure 8 below), the user can add both of the above taskflows to the  tasklist in the  /JournalEntryPage FocusVIewID Workarea.
Note:  both FSM Taskflows and Functional Taskflows can be added to the Tasklists as described in this document

dif2.jpg

Figure 8.   The Topology of the Fusion Financials Product Family. Note that SubLedger Accounting and General Ledger are both deployed on the Ledger App

Conclusion

In this document we have shown how an administrative user can edit the Tasklist in the Regional Area of a Fusion Apps page using Oracle Composer. This is useful for cases where tasks packaged in different workareas are frequently accessed by the same user. By making these tasks available from the same page, we minimize the number of steps in the navigation the user has to do to perform their transactions and queries in Fusion Apps.  The example explained above showed that tasks classified as Setup tasks, meaning made accessible to implementation users from the FSM module can be added to the workarea of their respective Fusion application. This eliminates the need to navigate to FSM to access tasks that are both setup and regular maintenance tasks.

References

Oracle Fusion Applications Extensibility Guide 11g Release 1 (11.1.1.5) Part Number E16691-02 (Section 3.2)
Oracle Fusion Applications Developer's Guide 11g Release 1 (11.1.4) Part Number E15524-05


Friday Sep 07, 2012

How to Secure a Data Role by Multiple Business Units

In this post we will see how a Role can be data secured by multiple Business Units (BUs).  Separate Data Roles are generally created for each BU if a corresponding data template generates roles on the basis of the BU dimension. The advantage of creating a policy with a rule that includes multiple BUs is that while mapping these roles in HCM Role Provisioning Rules, fewer number of entires need to be made. This could facilitate maintenance for enterprises with a large number of Business Units.

Note: The example below applies as well if the securing entity is Inventory Organization.

Let us take for example the case of a user provisioned with the "Accounts Payable Manager - Vision Operations" Data Role in Fusion Applications. This user will be able to access Invoices in Vision Operations but will not be able to see Invoices in Vision Germany.

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Figure 1. A User with a Data Role restricting them to Data from BU: Vision Operations


With the role granted above, this is what the user will see when they attempt to select Business Units while searching for AP Invoices.

dif2.jpg

Figure 2.The List Of Values of Business Units is limited to single one. This is the effect of the Data Role granted to that user as can be seen in Figure 1

In order to create a data role that secures by multiple BUs,  we need to start by creating a condition that groups those Business Units we want to include in that data role.

This is accomplished by creating a new condition against the BU View .  That Condition will later be used to create a data policy for our newly created Role. 

The BU View is a Database resource and  is accessed from APM as seen in the search below

dif2.jpg

Figure 3.Viewing a Database Resource in APM

The next step is create a new condition,  in which we define a sql predicate that includes 2 BUs ( The ids below refer to Vision Operations and Vision Germany). 

At this point we have simply created a standalone condition.  We have not used this condition yet, and security is therefore not affected.

dif2.jpg

Figure 4. Custom Role that inherits the Purchase Order Overview Duty

We are now ready to create our Data Policy.  in APM, we search for our newly Created Role and Navigate to “Find Global Policies”.  we query the Role we want to secure and navigate to view its global policies.

dif2.jpg

Figure 5. The Job Role we plan on securing

We can see that the role was not defined with a Data Policy . So will create one that uses the condition we created earlier.  


dif2.jpg

Figure 6. Creating a New Data Policy

In the General Information tab, we have to specify the DB Resource that the Security Policy applies to:  In our case this is the BU View

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Figure 7. Data Policy Definition - Selection of the DB Resource we will secure by

In the Rules Tab, we  make the rule applicable to multiple values of the DB Resource we selected in the previous tab. 

This is where we associate the condition we created against the BU view to this data policy by entering the Condition name in the Condition field

dif2.jpg

Figure 8. Data Policy Rule

The last step of Defining the Data Policy, consists of  explicitly selecting  the Actions that are goverened by this Data Policy.  In this case for example we select the Actions displayed below in the right pane. Once the record is saved , we are ready to use our newly secured Data Role.


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Figure 9. Data Policy Actions

We can now see a new Data Policy associated with our Role. 

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Figure 10. Role is now secured by a Data Policy

We now Assign that new Role to the User.  Of course this does not have to be done in OIM and can be done using a Provisioning Rule in HCM.

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Figure 11. Role assigned to the User who previously was granted the Vision Ops secured role.

Once that user accesses the Invoices Workarea this is what they see:

In the image below the LOV of Business Unit returns the two values defined in our data policy namely: Vision Operations and Vision Germany

dif2.jpg

Figure 12. The List Of Values of Business Units now includes the two we included in our data policy. This is the effect of the data role granted to that user as can be seen in Figure 11


Tuesday Aug 07, 2012

How to Create a View Only Role in Fusion Applications

Fusion Applications are packaged with a seeded Role Based Access Control reference implementation consisting of over 180 Roles that represent a wide variety of enterprise business job functions. In certain cases, customers have within their organizations auditor roles that assume oversight responsibilities over transactional systems and require View Only access to various system transactions. This POST aims to show an example of how such a Role can be defined.

We will use the Procurement Applications as an example of how View Only Roles are defined in Fusion Applications.  It should be noted that the ability to do the same type of setup in other product families depends on the availability within those products of duties similar to the ones we will use in this example to model of our View Only Role.

Procurement Agents in Fusion Applications are primarily responsible for the generation and management of purchasing documents such as purchase orders and purchasing agreements. Depending on their roles they could also be responsible for the management of the RFx process and the awarding of supply contracts.

 Fusion Procurement provides the following Agent RBAC seeded roles

Seeded Role

Description

Buyer

Procurement professional responsible for transactional aspects of the procurement processes.

Category Manager

Procurement professional responsible for identifying savings opportunities, determining negotiation strategies, creating request for quote, request for information, request for proposal, or auction events on behalf of their organization and awarding future business typically in the form of contracts or purchase orders to suppliers.

Procurement Manager

Procurement professional responsible managing a group of buyers in an organization.

Procurement Application Administrator

Responsible for technical aspects of keeping procurement applications systems available as well as configuring the applications to meet the needs of the business.

Procurement Catalog Administrator

Manages agreements and catalog content including catalogs, category hierarchy, content zones, information templates, map sets, public shopping lists, and smart forms.

Procurement Contract Administrator

Procurement professional responsible for creating, managing, and administering procurement contracts.

In addition to the Agent Roles listed above, Fusion Procurement provides:

  • Requester Roles provisioned to Employees and Contingent Workers to create requisitions for themselves or for others.
  • External Supplier Roles provisioned to Supplier Users.

The main Purchasing Duties and their corresponding Privileges are listed below.  The highlighted entries represent the seeded View Only Duty and Privileges.  In order to create a View Only Role we will need to have our custom Role inherit this Duty to the exclusion of other Duties which provide broader access to Purchasing Functionality.

DUTIES

PRIVILEGES

Purchase Order Administration Duty

Communicate Purchase Order and Purchase Agreement


Generate Purchase Order


Import Purchase Order


Purge Purchasing Document Open Interface


Reassign Purchasing Document


Retroactively Price Purchase Order

Purchase Order Changes Duty

Change Purchase Order


Communicate Purchase Order and Purchase Agreement

Purchase Order Control Duty

Acknowledge Purchase Order


Cancel Purchase Order


Change Purchase Order Line Negotiated Flag


Change Supplier Site


Close Purchase Order


Finally Close Purchase Order


Freeze Purchase Order


Hold Purchase Order

Purchase Order Creation Duty

Cancel Purchase Order


Create Purchase Order


Create Purchase Order from Requisitions


Create Purchase Order Line from Catalog

Purchase Order Creation from Requisition Lines Only Duty

Cancel Purchase Order


Create Purchase Order from Requisitions

Purchase Order Overview Duty

Search Purchase Order


View Purchase Order


View Purchasing Workarea

Purchase Order Viewing Duty

View Purchase Order


Case Study

Introduction

This example illustrates the process of creating a View Only Role for a procurement auditor.

Before we outline the setup steps, let us examine the Menu entries available in the Fusion Navigator to a user with the Buyer Role.

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Figure 1. Menu Items of a User Provisioned with the Buyer Role


The figure above traces the Menu Items available to the Buyer Role to the Privileges contained in their assigned Duties.  The Buyer however has several additional Duties that provide access to multiple tasks as seen in the Figure 2 illustrating the Purchasing Workarea‘s Tasklist in the left pane of the page.
Of note also is the list of Actions that the Buyer can take on a Purchasing Document, notably the creation of a Document as seen in Figure 2 and the Editing Actions seen in Figure 3

dif2.jpg

Figure 2. Tasklist and Actions in the Purchasing Workarea for a User Provisioned with the Buyer Role

dif2.jpg

Figure 3. Available Actions on a Purchasing Document for a  User Provisioned with the Buyer Role

The View Only Role

We will now proceed to create a custom View Only Role that inherits the Purchase Order Overview Duty and provision that Role which we will name ECW Purchasing Only Role to a user who serves as the auditor in the enterprise.
Figure 4 shows the Custom Role in the Authorization Policy Manager Dashboard.

dif2.jpg

Figure 4. Custom Role that inherits the Purchase Order Overview Duty

Once the Role is created and the hierarchy mapped, our next step is to assign that Role to a user through the HCM Manage Users task.

Figure 5 below shows the provisioned role in the Oracle Identity Manager dashboard. 

dif2.jpg

Figure 5. Assigned View Only Role visible in OIM

To allow access to purchasing documents, we need to define the user as a purchasing agent and determine that user’s access to procurement business units and within these business units to determine the level of access the user will have to purchasing documents

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Figure 6. Agent Setup

The auditor user is now ready to use the system to view purchase orders. As we can see in the following three figures, the user has the Purchasing Menu item in their Fusion Navigator but are not able to either create or edit any of the purchasing document they can view.

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Figure 7. Navigator Menu Items for the Auditor user

dif2.jpg

Figure 8. No Create Document capability for the Auditor user

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Figure 9. No Edit  Document capability for the Auditor user

Additional Considerations

The Manage Orders task in the Purchasing workarea points to the following taskflow:


/WEB-INF/oracle/apps/prc/po/manageDocument/publicUi/searchDocument/flow/PurchaseOrderSearchMainFlow.xml#PurchaseOrderSearchMainFlow


This taskflow is one of the resources available in the Search Purchase Order Privilege itself included in the Purchase Order Overview Duty  we have assigned to our custom role and which is also in the hierarchy of the Buyer Role.  This explains the availability of the Manage Orders Entry for both users referenced in this document.

dif2.jpg

Figure 10. Search Purchase Orders Privilege

On the other hand, creating purchase orders is available to the Buyer role but not to our custom role.  Of the two roles outlined in this case study section of this document, only the Buyer role has in its hierarchy the Purchase Order Creation Duty. This explains why the user with the Buyer role can create orders but the user with our custom role cannot.

dif2.jpg

Figure 11.  Create Purchase Order Privilege

Conclusion

In this document we have shown how to create a view only role for an auditor of purchasing documents. We were able to do so without the creation of new privileges or the manipulation of resources but simply by creating a custom role and assigning to it an existing view only duty. In the reference implementation, the view only duty we used is available to many roles within and outside of Procurement; however these roles have other duties that might not be relevant to a procurement auditor.

Your feedback is welcome

We are very interested in hearing about your experiences with this new tool.  Please post your comments below


Resources
  • “Roles, Duties & Privileges” My Oracle Support  (Note 1460486.1)

  • “Menu to privilege mapping” My Oracle Support (Note 1459828.1)

Wednesday Jul 25, 2012

Tools that help you design Roles in Fusion Applications

Role Based Access Control (RBAC) is the basis for Fusion Applications security.  Fusion Applications include a reference implementation of RBAC consisting of  over 180 Job Roles across its product families. In turn, each of these Job Roles is composed of  a collection of role centered privileges known as Duties that grant access to Applications functionality.  Fusion Applications customers can start by evaluating these predefined Job Roles and mapping them to roles in use in their enterprise.

In cases where a direct one to one mapping is not possible, customers can create their own custom roles and either aggregate a set of Job Roles ( in cases where Job Roles are too restrictive in the Duties they provide) or add a select subset of Duties from a Job Role (in cases where a Job Role grants more access than is required in the enterprise).

The Functional  Architecture  team released two documents to assist customers in modeling their enterprise roles. The first document provides a comprehensive map of the content and relationships in the reference implementation, and the second is intended to help customers who are assessing the needed menu items for their roles, understand the underlying privileges that make these menu items available in the Fusion Applications Navigator  . Both documents are in a Excel format at the request of customers who have indicated their preference for a filterable spreadsheet format.

Excel spreadsheet format of "Roles, Duties & Privileges" available via MOS Note 1460486.1

View of Event

Menu to privilege mapping currently available as a spreadsheet via MOS Note 1459828.1

View of Event

About

This blog shares with the broader Fusion Applications community instructional material in the areas of Enterprise Structures, Extensibility, Integration and Security with the a focus on implementation. This blog is updated by the Fusion Applications Implementation Solutions Task force, part of the Fusion Applications Fusion Architecture organization.

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