Oracle Fusion Analytics Implementation Series: Configure and Validate

These components are shown in the illustration above.

• Sign in to Fusion Cloud Applications and navigate to Tools > Security Console > Roles.
• Click Create Role.
  • Enter the following:
    • Role Name e.g., FAW.VALIDATION
    • Role Description
    • Select BI – Abstract Roles from the Role Category dropdown.
    • Description
  • Click Next multiple times until you are on the Role Hierarchy pane.
    • Click + Add Role.
      • Enter BI I into the search bar and select BI Impersonator
      • Click Add Role Membership.
      • Click Cancel to exit the Role Membership pane.
  • Click Next multiple times until you are on the Summary pane.
    • Click Save and Close and then OK.
• The Data Validation role appears like the following:

• Sign in to Fusion Cloud Applications and navigate to Tools > Security Console > Users.
• Click Add User Account.
  • Enter the following:
    • First Name (optional)
    • Last Name
    • Email (optional)
    • User Name
    • Password
    • Confirm Password
  • Click Add Role.
    • Enter FAW into the search bar and select FAW.VALIDATION
    • Click Add Role Membership.
    • Click Done
    • Click Save and Close.
• The Data Validation user appears like the following:

Note: The Fusion Analytics Service Administrator requires a Fusion Cloud Applications user account and role to enter the data validation user’s credentials in Fusion Analytics.

If necessary, follow the steps above to create a user account.

The Fusion Analytics Service Administrator user appears like the following:

Determine the Fusion Cloud Applications security restrictions of the Functional Administrators Determine the security restrictions, e.g., Ledgers, Business Units, Departments, etc. for each functional administrator performing validations, determine the security restrictions, e.g., Ledgers, Business Units, Departments, etc.

Enter the Data Validation User Credentials

The Fusion Analytics service administrator enters the data validation user credentials.

• Sign in to the Fusion Analytics Console
• Navigate to Data Validation > Source Credentials
  • Enter the Username configured in Fusion Cloud Applications for Data Validation.
  • Enter the Password.
  • Enter the password again into the Confirm Password field.
  • Click Save.

• Sign in to the Fusion Analytics Console
• Navigate to Security > Users
• For each functional administrator:
  • Search for the functional administrator’s user name.
  • Click to select the Username.
    • Note the functional administrator’s groups/job roles relevant to functional areas enabled in Data Configuration.
    • Ensure the functional administrator is a member of the FAW Functional Administrator group.
    • Ensure the functional administrator is a member of the Integration Specialist group.

• Navigate to Security > Groups
• For each relevant group:
  • Search for the group and click on it to select it.
  • Click the Applications Roles associated with the group.
    • Select Data Roles from the Show All Role Types dropdown.
    • Note the data roles. These relate to security contexts used in security assignments.

Note: The functional administrators’ security contexts and assignments must match precisely those in Fusion Cloud Applications.

• Sign in to the Fusion Analytics Console.
• Navigate to Security> Security Assignments.
• For each functional administrator and data validation:
  • Click New Assignment.
  • Select the relevant Security Context, e.g., Ledgers, from the Show All Security Contexts dropdown.
  • Select the Security Values, e.g., Ledgers, that the functional administrator has access to.
    • Click the > button to move the security value(s) to the right side of the screen.
    • Search and select the Users, i.e., functional administrator(s), with access to the security value(s). Note: The search results do not show the user if the user has been previously assigned the security value.
      • Click the > button to move the user(s) to the right side of the screen.
      • Click Add to Cart.
      • Click View Cart.
        • Select the Assignment.
        • Click Apply Assignments.