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Security

Introducing Oracle Fusion Applications Security Management Role Optimization

Girish Ananatharaju, Fusion Applications Functional Architecture Principal Product Manager, hosted a Customer Connect webinar in January, 2015, announcing Applications Security Management Role Optimizer, available in Release 9 of Fusion Applications. Role Optimizer will enable security administrators and managers to more effectively control and manage Fusion Application security policies. Over time, an organization's security policies tend to grow increasingly complex due to any number of legitimate business reasons such as changes in the personnel managing the security polices or the addition of duplicate privileges for ease of administration. Role Optimizer helps address these issues by providing an optimized view of the policy store related to Fusion Applications.Role Optimizer generates suggestions to reorganize duty roles based on privilege cluster analysis done on the entire user, job/duty role and privilege data set. Figure 1: Role Optimizer performs a cluster analysis. Figure 2: Role Optimizer generates suggestions based on the cluster analysis. The Role Optimizer feature is delivered as an ESS (Enterprise Scheduler Service) job in Release 9. This job generates reports containing optimized views of privilege associations from which customers can modify the job role hierarchy and associated privileges. Role Optimizer can be executed by users with IT_SECURITY_MANAGER privileges and is available as a value added service with additional subscription fees. Check out the Customer Connect event (click here) for more information about and a demonstration of Role Optimizer. You can also review product documentation (click here) and the pending U.S. patent application (click here) for additional details on how role optimization is achieved.

Girish Ananatharaju, Fusion Applications Functional Architecture Principal Product Manager, hosted a Customer Connect webinar in January, 2015, announcing Applications Security Management...

Security

Introduction to Oracle Fusion Applications Security on Applications Customer Connect

At a recent Customer Connect web event, held in January, 2015, Mahesh Sabapathy, Fusion Applications Functional Architecture Senior Architect, presented the launch of Oracle Fusion Applications Security, new in Fusion Applications Release 9.Oracle Fusion Applications Security allows the security administrator to have a single global view of security, shape security to align with business needs and stay ahead of changes. In this presentation, participants learn how the Security Console can assist security administrators: Use a single, simplified and intuitive user-interface to design and modify roles Design roles using copy role and compare roles Find things quickly by performing faceted search across the entire security model See applications menu and task-pane entries authorized to a user or role. Here is a sampling of some of the content presented during the event. Figure 1: Visualization shows the Duty Roles and Privileges inherited by the Talent Worker Duty Role Figure 2: Navigator Simulation allows security administrators to preview menu access for Users and Roles Check out the Customer Connect event recording (click here) for additional information and a demonstration of the Security Console.

At a recent Customer Connect web event, held in January, 2015, Mahesh Sabapathy, Fusion Applications Functional Architecture Senior Architect, presented the launch of Oracle Fusion Applications...

Employee Wellness

Oracle Attends Symposium on "The New Digital Health Revolution"

In November, 2014, The Tech Museum of Innovation teamed up with KQED to explore the promises and challenges of the coming digital health revolution. KQED’s “Future of You” documentary explores the digital health revolution. Nigel King, Vice President of Functional Architecture for Fusion Applications, attended the event and met with subject matter experts to explain what Oracle is doing in the wellness space with the soon to be released Oracle Fusion Employee Wellness, part of Oracle HCM's Work Life suite of applications. Among the symposium's panelists, were: Malay Gandhi, Managing Director of Rock Health, a San Francisco firm that invests in innovative health care start-ups Rachel Kalmar, Data Scientist at Misfit Wearables, a company based in the Bay Area that makes wearable activity trackers, including the Misfit Shine Jeffrey Olgin, Chief of Cardiology at UC San Francisco, who is running the Health eHeart study, the first wireless, all electronic study using wearable devices, smartphones and apps to gather big data from up to a million patients worldwide. Key takeaways from the symposium include: The data supporting wellness promotion is overwhelming, but not well known. For example, Malay Gandhi quoted a 2002 New England Journal of Medicine study demonstrating that a lifestyle-modification program with the goals of just 7% weight loss and 150 minutes of physical activity per week for 16 weeks reduced the incidence of type 2 diabetes by 58%. The investment community has belief in predictive analytics supporting healthcare scenarios. Fitbit data is being used in court to prove rates of activity after things like traffic accidents. Be very care to whom you entrust your wellness data. The uptake of well devices has tended to be in people that were already active, and the societal benefit remains trapped. There are huge untapped opportunities for wellness tracking devices in the aging population to support aging in place. The Tech’s Body Metrics exhibition lets visitors experience it for themselves. At the end of the event, attendees were invited to try a variety of wearable monitors measuring everything from attentiveness to heart rate to muscular tension. At the end of a series of physical and mental exercises, participants are presented with their biometric match. At this event, Nigel discovered his wife may be a secret agent. For more information on Oracle Fusion Employee Wellness, contact Nigel King at nigel.king@oracle.com.

In November, 2014, The Tech Museum of Innovation teamed up with KQED to explore the promises and challenges of the coming digital health revolution. KQED’s “Future of You” documentary explores the...

Enterprise Structures

Fusion Applications Security Management Directions Make the Rounds at ISACA and Oracle Open World

Nigel King, Vice President of Functional Architecture for Fusion Applications, continues to spread the word on the how Fusion Applications set the bar on security management for cloud based applications. Following up on an earlier presentation to the San Francisco chapter of ISACA on key security principles (click here), Nigel discussed Fusion Applications' comprehensive security management strategy and solution to sold out room at the 2014 SF ISACA Fall Conference, the premier education event for information technology audit, security, governance, risk and compliance professionals in Northern California. 2014 SF ISACA Fall Conference At Oracle Open World, Nigel identified key principles of security management, discussed evolving best practices for role design and administration and demonstrated how the activities of an IT security manager are surfaced in Oracle Fusion Applications in the the new Security Console work area -- the one-stop shop for Oracle Fusion Applications security administration. Security Console - New in Fusion Applications Release 9 Role Optimization provides the intelligence for design better roles Look for in-depth training on Security Console and Role Optimization to be published by Oracle University in early 2015.

Nigel King, Vice President of Functional Architecture for Fusion Applications, continues to spread the word on the how Fusion Applications set the bar on security management for cloud...

Employee Wellness

Usability Study for Employee Wellness

New and existing HCM customers have the unique opportunity to participate in a usability study assessing how the management of corporate wellness programs fits into the work of a Benefits Manager. Oracle Fusion Employee Wellness is a work/life feature in Oracle HCM Cloud that will serve employees as well as benefits professionals. It will enable employees to set wellness goals and provide feedback to them on progress toward their goals. Employee Wellness will also provide recommendations to employees on behaviors that can increase their well-being as well as links between their well-being and their work life. Benefits professionals will be able to create games and competitions to foster adoption of and increase participation in wellness programs, enabling employees, benefits providers, and the deploying company to jointly participant and take responsibility for employee well-being. Employee Wellness - New in Fusion Applications Release 10The study is being conducted in Oracle's usability lab at its Pleasanton, CA campus and can be conducted remotely for those unable to attend in-person. For more information on Employee Wellness and participating in the Wellness usability study, contact Nigel King at nigel.king@oracle.com.

New and existing HCM customers have the unique opportunity to participate in a usability study assessing how the management of corporatewellness programs fits into the work of a Benefits Manager....

Security

Oracle Fusion Applications Cloud Security Takes Center Stage at ISACA

ISACA (previously known as the Information Systems Audit and Control Association) is an independent, nonprofit, global association, engages in the development, adoption and use of globally accepted, industry-leading knowledge and practices for information systems. In May 2014, Oracle co-hosted an event with the San Francisco Chapter of ISACA at the Oracle Conference Center to discuss audit and security best practices for applications and databases. Nigel King, Vice President of Functional Architecture for Fusion Applications, delivered a presentation addressing how ten key security principles are implemented in modern cloud-based applications and demonstrated how these principles are adhered to in Fusion Applications. These principles include: Role Based Access Account and Role Provisioning Events & Workflows Enforcement Across Tools and Transformations Pervasive Privacy Protections Integration with Governance Risk and Compliance Transparent Security Policies Complete Audit of Security Changes Secure Across the Information Lifecycle Co-existing with your current Security Infrastructure Comprehensive Extensible Reference Implementation  Figure 1: Security in Fusion Applications Paul Needham, Senior Director of Product Management for Oracle Database Security, discussed how Oracle is at the forefront of database security innovation. Among the latest Oracle Security Solution are: Preventative: Transparent data encryption; Redaction of sensitive data displayed; Masking data for non-production use Detective: New conditional auditing framework; Audit, report and alert in real-time; Database activity monitoring and firewall Administrative: Configuration management; Discover use of privileges and roles Figure 2: Oracle Database Security Check out both presentations for more information. Security in Cloud Applications (PDF: part I ; part II ; part III) Oracle Database Security (PDF: here)

ISACA (previously known as the Information Systems Audit and Control Association) is an independent, nonprofit, global association, engages in the development, adoption and use of globally accepted,...

Fusion Applications

Fusion Applications Release 8 Updates for Oracle Enterprise Repository

Fusion Applications Release 8 Updates for Oracle Enterprise Repository (OER) provides a common catalog of technical information which is targeted to those designing integrations or customizations. Using Fusion Applications OER, customers or integrators can: Locate technical information by product, release, business object or the type of asset for which information is needed Search by name, description or keyword View the specification for any integration asset, most notably services, available in Fusion Applications Fusion Applications OER also includes other integration asset types such as interface tables and technical information such as data models, tables, views, topology diagrams, lookups, profile options, et cetera.  E-Business Suite users familiar with iRepository or eTRM will recognize the functionality in Fusion Applications OER. Asset additions and updates for Fusion Applications Release 8 (11.1.8.0.0) were published in March, 2014. New asset types with Release 8 of OER include: Fusion Applications Business Process Models Diagnostic Tests available with Fusion Applications Release 8 Details of the events and attributes available for audit when audit is enabled at the 'High', 'Medium', or 'Low' levels for any technology component.  These assets are called Technology Audits. Find the Fusion Applications Oracle Enterprise Repository by going to FusionAppsOER.oracle.com If you are new to OER, scroll down on the homepage to get an overview of OER, or click the Help link on the top right to read about how best to use OER when planning and executing your integration projects.

Fusion Applications Release 8 Updates for Oracle Enterprise Repository (OER) provides a common catalog of technical information which is targeted to those designing integrations or customizations....

Security

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 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).

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...

Security

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. 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 Auditing in Fusion Applications – Provides an overview of auditing the various business objects in Fusion Applications Security Audit and Reporting in Fusion Applications Release 7 – An overview of the OPSS audit 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...

Security

Keeping in Sync - LDAP Reconciliation

Introduction This article is intended for Fusion Apps customers either starting out on their implementation or who are facing Lightweight Directory Access Protocol (LDAP) reconciliation issues. The content of this article relates to Release 5 (11.1.5) and later versions of Fusion Apps. Although focusing on the subject of LDAP (Oracle Internet Directory) Store reconciliation with Oracle Identity Manager (OIM), this entry does also touch on other LDAP reconciliation processes. For wider reading on the topic of Identity Management in Fusion Apps, please refer to Fusion 11g Release 7 (11.1.7.0.0) TOI: IDM in Oracle Cloud and Fusion Applications (Fusion Learning Centre>Release 7> Technology Management>All Products) , or for user creation/employee data flows, refer to this broader article. Background Oracle Fusion Applications rely on Oracle Identity Management Products to manage Users, Roles and Permissions. Application users are created by using the Hire Employee task within the Fusion HCM Core application. The Hire Employee task creates User(s) and Role(s) entries in the underlying identity store through Oracle Identity Manager (OIM). It may be Active Directory (AD) or Oracle's Internet Directory (OID) or any combination of those. Although the users can be managed inside the Fusion HCM application, it is worthwhile to understand the process of synchronizing between HCM, LDAP store and Oracle User and Role entries within OIM to support environment setup & validation. LDAP Reconciliation User creation in Fusion Apps is a business process that spans across both Core HCM and OIM. The creation of users happens slightly differently depending on whether the person is uploaded via File Based Loader (FBL) or manually entered in the UI. For Persons loaded via FBL, the username and the status will both show as pending until the ‘Send Pending LDAP Requests’ process is run -- regardless of the hire date. Only those requests of current date or earlier will be picked up. This ‘Send Pending LDAP requests’ will result in new users being created in OIM. For Persons created via the Fusion HCM ‘Manage Users’ UI, if you do not have the ‘Send Pending LDAP Requests’ scheduled then you can use the ‘Copy Data to LDAP’ button. You can only create users where the hire date is the current date, not users with future hire dates. The ‘Copy Data to LDAP’ button on the UI will not work for users that are in a pending status. It only works for users that have been created. If you are creating users manually using the Fusion HCM "Manage Users" screen, and running into issues, you may find this MyOracle Support troubleshooting article useful (Doc ID 1459830.1). Running the above LDAP requests processing results in creation of user records in OIM and, depending on whether a OIM resource is configured with an SMTP server, email notifications are automatically sent (with user name and password) to the user if a valid work email address exists. This process can be done only once so care should be taken not to run the process while the SMTP server is not configured - this would result in the inability to generate email notifications for new user creation. At the same time if the process is run too early and the organization is not ready to start using the system, emails will be generated to users with their credentials and could result in premature use of the system. For further information on enabling email notifications, please review the MyOracle Support article on HCM Cloud Service Definition: E-Mail Notifications (Doc ID: 1534683.1). A copy of the email notification is also sent to the user’s manager. To prevent password notifications being sent to the users "manager", follow the instructions in this MyOracle Support article (Doc ID: 1487978.1). From Release 5, it is possible to suppress user account creation and email notifications if so desired. Likewise, it is possible to suppress the assignment and removal of roles for all users. Are there other LDAP Synchronization jobs to consider? In fact the area of LDAP synchronization can be broken down into two areas: Between Fusion HCM and OIM Between OIM and the LDAP Let us first take the flows between Fusion HCM and OIM: ‘Retrieve Latest LDAP Changes’ - Copies users and roles from LDAP to HCM User Management. The process requests from OIM any changes that may not have arrived because of a failure or error. The section ‘‘Define Synchronization of Users and Roles from LDAP’ of the Oracle® Fusion Applications Common Implementation Guide explains that OIM maintains LDAP user accounts for users of Oracle Fusion Applications. Amongst other things, OIM also stores the definitions of abstract, job, and data roles and holds information about roles provisioned to users. During an 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. To perform the initialization, the installation Fusion Apps super user should run the process ‘Retrieve Latest LDAP Changes’ (this is available via the ‘Run User and Roles Synchronization Process task, once an offering has been configured and a set up task list has been created). Once the ‘Retrieve Latest LDAP Changes’ process has been run, users can then be provisioned with roles through HCM. The process name appears as SyncRolesJob which was the process name for ‘Retrieve latest LDAP Changes’ in Fusion Apps 11.1.2 (and earlier versions). ‘Send Pending LDAP Requests’ – This process sends bulk requests and future-dated requests that are now active to OIM to create, suspend, and re-enable user accounts, as appropriate. It also identifies future-dated transactions and manages role provisioning and de-provisioning at the appropriate time. For further details on how these two programs work, and when to schedule them, please see http://docs.oracle.com/cloud/farel8/common/OCHUS/F1210304AN1EB1F.htm. Secondly, let’s look at the reconciliation processes between OIM and LDAP. These jobs can be broken down into a) full reconciliation processes: LDAP User Create and Update Full Reconciliation LDAP User Delete Full Reconciliation (Note: do NOT enable this job) LDAP Role Create and Update Full Reconciliation LDAP Role Hierarchy Full Reconciliation LDAP Role Membership Full Reconciliation LDAP Role Delete Full Reconciliation (Note: do NOT enable this job) b) and incremental reconciliation processes: LDAP User Create and Update Reconciliation LDAP User Delete Reconciliation LDAP Role Create and Update Reconciliation LDAP Role Hierarchy Reconciliation LDAP Role Membership Reconciliation LDAP Role Delete Reconciliation Fusion Applications Role Category Seeding The incremental LDAP jobs are not enabled by default, as some prerequisite steps are needed to point these to OID. Note that the actual configuration of integration between Oracle Identity Manager and LDAP is performed while installing Oracle Identity Manager. For further information on how to configure the integration of OIM with LDAP please refer to Configuring the Integration with LDAP in the Oracle Fusion Middleware Developer's Guide for Oracle Identity Manager. MyOracle Support Doc ID 1377101.1 describes how to identify which jobs are currently enabled or disabled in your environment. It also reminds the reader that as part of the installation and configuration of OIM, the LDAP jobs should be run in a particular order. The full reconciliation jobs, as opposed to the incremental jobs, put a significant load on the OIM CPU (about 40% CPU usage). Hence it is advisable to run these when the system is not being so actively used. Please reference to MyOracle Support Troubleshooting: OIM Out of Sync with LDAP (Doc ID 1467067.1) for guidance and further troubleshooting . To view all OIM/LDAP reconciliation jobs directly in your system, login to OIM as follows: Login to OIM console (as the OIM Superuser 'xelsysadmin') Go to Advanced console Click Search Scheduled Jobs, use wild card search LDAP* To submit a job, simply click on, for example, LDAP Role Membership Full Reconciliation job Click Run Now (If the Run Now button is greyed out, then click Disable first to disable scheduling and then you can click Run Now. Also remember to turn scheduling back on by clicking Enable after the job finishes). What do these LDAP Synchronization jobs do exactly? In general terms, these jobs ensure that HCM/OIM, and OIM and LDAP are in sync with each other. Without being synchronized, users may not be able to log into Fusion Applications because they are not in the identity store, so credentials cannot be verified. Data roles will not be visible in OIM after generating from the data role template until LDAP reconciliation has taken place. The system roll-back feature ensures that if OIM cannot make changes correctly, then LDAP will roll back to reflect the same position as OIM. For further details please refer to Provisioning Data From Oracle Identity Manager to LDAP Identity Store. The "LDAP Scheduled Tasks” link in the Oracle Fusion Middleware Administrator’s Guide for OIM, provides specific descriptions of each LDAP/OIM Reconciliation job. For example, the LDAP User Create and Update Reconciliation job reconciles user updates based on the change log from LDAP. The incremental reconciliation jobs make updates based on change logs. Compare these to the full reconciliation jobs, such as LDAP User Create and Update Full Reconciliation job, that reference all users under the search base (defined in the Directory Server IT resource) to do the reconciliation with the LDAP. When and how often should I run these LDAP Synchronization jobs? Retrieve Latest LDAP Changes process is always the first implementation task but can also be run periodically, say daily1, to keep the tables synchronized with subsequent updates to LDAP. For example, if you know that a failure has occurred between OIM and Oracle Fusion HCM, then you can run Retrieve Latest LDAP Changes to ensure that user and role information is synchronized. It is recommended to run the Send Pending LDAP Requests process at least daily to ensure that future-dated changes are identified and processed as soon as they take effect. For example, you could schedule this process to automatically run daily. For the LDAP/OIM reconciliation, it is generally recommended to run the full reconciliation (Job Name: LDAP Role Create and Update Full Reconciliation) periodically e.g. monthly, but run the incremental reconciliation (Job Name: LDAP Role Create and Update Reconciliation) more frequently in-between full reconciliations runs e.g. Daily or hourly. Indeed, MyOracle Support Doc ID 1507370.1 recommends setting the incremental LDAP/OIM reconciliation jobs to run every 5 minutes or even more frequently, depending on your business needs, to avoid issues with asynchronous data from LDAP to OIM. There are a number of articles on MyOracleSupport that provide guidance on LDAP issues. Generally speaking the cause of these issues are due to the LDAP reconciliation jobs not having been run, or not having been run in the correct order. Below are a few sample issues reported, included here as pointers for those who may be struggling to resolve an issue: User and Role Provisioning - Troubleshooting Guide (Doc ID 1459830.1) Helpful as it walks through a number of issues and how to overcome them. Message "The User Request Is Pending" Displays on the Manager Users-User Details (Doc ID 1409103.1) Out-of-Sync Role Information Prevent User From Seeing Correct Options In Fusion Applications Navigator Menu (Doc ID 1392703.1) Accessing Home Page Tab Getting Intermittent Error: "PER-PER_POTRT_INACTIVE_ASSIGNMENT, can not be accessed." (Doc ID 1492040.1) Fusion Applications - IT Security Manager Role Not Found In Oracle Identity Manager (Doc ID 1377101.1). User Account In Pending Status In HCM Manage User Account Page After HR2HR Load (Doc ID 1571217.1). Highlights that if the creation date for a user is in the future, even after running the ‘Send Pending LDAP Requests process, the user create request only gets processed after reaching this creation date. And Lastly… Once you’re up and running and happily synchronizing, please do give a thought to tuning your LDAP Synchronization jobs. Review to the  MyOracle Support articles on Performance Tuning Guidelines and Diagnostics Collection for Oracle Identity Manager (OIM) (Doc ID 1539554.1)  and Tuning Settings For LDAP Reconciliation Between OID And OIM 11g (Doc ID 1534049.1) for more information. Other useful links Identity Management Forum on MyOracle Support. Get your questions answered, receive OIM updates and more. How to Setup LDAP Sync After Install in OIM 11g (Doc ID 1272682.1) Explains how to setup Oracle Identity Manager (OIM) 11g LDAP sync feature after the product install is done. This article is applicable to OIM version 11.1.1.3 only. How to Create New User from Oracle Identity Management (OIM)? (Doc ID 1384051.1) How To Clean Up User Data In A Fusion Application Environment (Doc ID 1494265.1) Explains how to remove existing user data and reload (for project implementation purposes). How to Validate Fusion Application Users And Roles Using Oracle Identity Manager [Video] (Doc ID 1359326.1) LDAP scripts to assist with troubleshooting Fusion Apps user access related issues (Doc ID 1356241.1) Support also have numerous diagnostic tests available for analyzing where things may have gone wrong. See Fusion Applications Troubleshooting Overview Master Doc ID 109.1. For example,What Diagnostic Tests Are Available For Fusion Human Capital Management (Doc ID 1358207.1) – Steps to run the diagnostic test ‘user and role provisioning diagnostics’ and ‘user and role: user details’. 1 - Overview Chapter of Oracle® Fusion Applications Coexistence for HCM Implementation Guide 11g Release 6 (11.1.6) Part Number E20378-04

Introduction This article is intended for Fusion Apps customers either starting out on their implementation or who are facing Lightweight Directory Access Protocol (LDAP) reconciliation issues. The...

Security

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_NAMEFROM PER_USERS a,   PER_USER_ROLES b, PER_ROLES_DN_VL cWHERE 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_IDFROM FND_SESSION_ROLESWHERE  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_NAMEFROM FND_SESSIONS s, FUSION.FND_SESSION_ROLE_SETS srsWHERE s.SESSION_ROLE_SET_KEY = srs.SESSION_ROLE_SET_KEYAND 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.

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...

Fusion HCM SaaS – Integration

Fusion HCM SaaS – Integration A typical implementation pattern we’re seeing with FusionApps early adopters is implementing a few Fusion HCM applications that bringthe most benefit to their company with the least disruption to existingprograms 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 employeedata is still your On-Premise Core HR system – all updates and new hires aremade here (although they may be fed in from Taleo to start with). As a second phase when customers migrate Core HR to FusionHCM, they have to come up with a strategy to manage integrations to all theirdownstream applications that require employee details. For customers comingfrom EBS HR, a short term strategy that allows for minimal impact, is toextract employee data from Fusion (Via HCM Extract), and load the shared EBS HRtables (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 licenseimplications, you may want to consider: Creating an On-Premise warehouse for extracting data from Fusion Apps. 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 (bothinitial load and incremental updates) into Fusion HCM. Employee & related data can be uploadedinto Fusion HCM using File Based Loader. Note that ability to schedule File BasedLoader to run on a pre-defined schedule will be available as a patch on top ofRel 5. Hr2Hr has been deprecated in favor of File Based Loader, butfor existing customers using Hr2Hr, here are some sample scriptsthat show how to get more informative error messages. They can be run bycreating data model sql queries in BI Publisher. The scripts currently havehard coded values for request id and loader batch id, which your developer willneed to update to the correct values for you. The BI Publisher Training Session recorded onApr 18th is available here(under "Recordings"). This will enable a somewhat technical resourceto create a data model sql query. Links toDocumentation & Traning Referencedocumentation for File Based Loader on docs.oracle.com FBL 1.1 MOS Doc Id 1533860.1 Sampledemo data files for File Based Loader HCM SaaS Integrations pptand 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 interfaceFusion HCM Integration Patterns

Fusion HCM SaaS – Integration A typical implementation pattern we’re seeing with Fusion Apps early adopters is implementing a few Fusion HCM applications that bringthe most benefit to their company...

Enterprise Structures

How to Create A Minimal Enterprise Structure

This article describes a minimal representation of an enterprise structure to support shared sourcing and procurement services to requisitioners from multiple companies in multiple divisions and in multiple countries. The document is targeted at implementation consultants, particularly those deploying the Fusion Procurement offering and aims to provide an introduction to the key concepts of shared services and complement this introduction with a sample organization representation. In addition to procurement professionals, financial staff in the deploying enterprise will also need knowledge of the deployment options and the reasoning behind the selection of a particular model. The Concept of Shared Service Centers Shared Service Centers are corporate level organizations tasked with conducting common operations that support the core lines of business of an Enterprise. Technically, companies or other legally recognized entities literally share the services, and the practice involves sharing cost, profitability and taxation too. Informally, internal assignment of services to businesses within an individual company is sometimes called shared services too. The services provided can be in the areas of Human Resources Management, Payroll, Subledger Processing, General Accounting, Inventory Management (bonded warehouses, etc.), and Procurement. The paper focuses on Procurement Shared Services.Consolidating procurement services into a single procuring entity that serves multiple business units within an enterprise could, if properly implemented, result in the following benefits:• Increased bargaining power, economies of scale, and cost savings• Formation of a more focused procurement workforce• Increase in buyer specialization and better generation of specifications, and more accurate efficient catalog management• Centralized and standardized Information deployed across the enterprise• Centralized processes which could result in the reduction of redundancy and effort duplication, and a more responsive procurement organization For More Details see this white paper on MOS - Setting Up a Minimal Enterprise Structure to Support Procurement Shared Services [ID 1465612.1]

This article describes a minimal representation of an enterprise structure to support shared sourcing and procurement services to requisitioners from multiple companies in multiple divisions and inmult...

How to customize the user experience in Fusion Apps - Part 1 Composer Security Expressions

Access to resources such as taskflows, regions, buttons, and menus in Fusion Applications is granted by entitlements stored in a policy store and managed through the Authorization Policy Manager (APM).  Users are assigned roles comprised of  a set of entitlements (Oracle makes this quite easy  by providing you with job based seeded roles) authorizing them to  access  only the data and functions neccessary to perform their jobs and no more. On a more granular level it is also possible to control the rendering of certain UI objects by controlling their display attribute at runtime using Page Composer. An example illustrating a conditional rendering of a Button is outlined below. The condition used in this example is the Role of the authenticated user. 2 Users and 2 Roles In this example we have two HR Specialists, we want to prevent one of these users from saving Person records. Figure1 Roles of Louise Beckham Figure2. Roles of Megan Davis Customizing the Object Using Page Composer, the Administartor creates a security condition in Expression Builder. This condition states that the "Save" field on the "Person Management" page will be displayed if and only if the session authenticated user has the PER_HUMAN_RESOURCE_SPECIALIST_VIEW_ALL_DATA role. This happnes to be a role that our user Megan Davis has but that has not been granted to user Louise Beckham. The statement, written in Expression Language (EL), used in this example is #{securityContext.userInRole['PER_HUMAN_RESOURCE_SPECIALIST_VIEW_ALL_DATA']} NB: It is possible to have a include multiple roles as follows: #{securityContext.userInRole['Role 1'||'Role2']}, it is also possible to exclude a role by include a '!' at the beginning of the expression as follows: #{!securityContext.userInRole['Role 1']} Figure3. Selecting the ADF Objectthat we want to customize Figure4. Creating a dynamically calculated attribute value using Expression Builder Different Display for Different Users Below is how each of our two users sees the same UI that has now been conditionally customized. We can see the "Save" button displayed on Morgan's UI but not on Louise's. Figure 5 - .Louise's UI without the Save Button Figure 6.Megan's UI with the Save Button

Access to resources such as taskflows, regions, buttons, and menus in Fusion Applications is granted by entitlements stored in a policy store and managed through the Authorization Policy...

Security

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

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...

Managing Workflow Notifications in Fusion Apps – An Example

This article illustrates an example of a systemadministrator viewing and taking action on SOA Human Workflow notificationsgenerated by a composite process that underlies a Fusion Apps HCM Task. As partof the privileges granted by their enterprise role, the administrator is ablefor 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 SOAsuite that allows humans to interact with a process. For example a managermight need to approve a purchase order or an expense report prior to thetransaction (issuing a purchase order or reimbursement of expenses) beingcompleted or perhaps to reassign a task they are unable to complete. Inaddition to allowing users of an application to interact with its processes,the capabilities of the Human Workflow include full task lifecycle management throughthe ability to reroute tasks, escalate them, and providing deadlines by which theymust be completed, in addition to the presentation of tasks to the concerneduser through the BPM Worklist application or other channels such as email. The Task and its Rules In our example we will use a Fusion HCMTransaction example to illustrate how a transaction is routed and what actionsan administrator can take on that transaction. The Table below lists Fusion Core HCM transactionsthat 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 andthe rules associated with that task. Figure 1 shows the composite process that handlesthe HCM Promotion task. This composite consists of several SOA components andincludes the services and references in Figure 2. Figure 1.Deployed Promotion Approvals Composite processes. Figure2.Components of the Promotion Approval Composite In Figure 3 below, the rule defined reads asfollows: For the promotion process and for all cases (the condition 1=1 beingalways true) build the approval list based on the supervisory hierarchy andprocess the transaction two levels above the approver, starting with the approver’smanager 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 accessfunctions across products is controlled by functional privileges granted to auser through APM (Access Provisioning Manager). The application role thatallows 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 Figure4.Role hierarchy assigned to the administrator for the example in this document The HCM Transaction At the conclusion of a performance evaluationcycle, a manager determines that an employee is a candidate for a promotion. The Manager initiates the request from the Manager Resources Dashboard. Thenecessary adjustments are made to the employee’s Job, and Compensation detailsand the transaction is submitted. Figure5a. Supervisory Hierarchy: Donald Alexander reports to Douglas McNeil Figure5b.Supervisory Hierarchy: Stella Marcus reports to Donald Alexander Figure5c. Supervisory Hierarchy: Jaime Gregg reports to Stella Marcus Figures 5a, 5b, 5c show three levels in thesupervisory hierarchy, the transaction we will use in our example below will besubmitted for employee Jamie Gregg, and will be submitted by Stella Marcus hermanager. Based on the approval rules we had defined earlier this promotionrequest will be routed to the next two levels in the hierarchy in sequence toDonald Alexander then Douglas McNeil. The manager selects the Promote Action from theemployee’s card in the Org chart Figure6.The Manager Selects the Promote Action from the Org Chart. The Manager Completes the promotion request andreviews the details prior to submission. The approval list is built in the laststep of the transaction as illustrated in Figure 7a and 7b below. Figure7a.There last step in the transaction is the review of the request prior tosubmission Figure7b.The Approval list built in the last step of the transaction prior tosubmission. Initiated transactions generate an instance of thecomposite process discussed earlier (see Figure 8 below) , and are available tothe participants and administrator. The instance also retains the status andhistory of the transactions during its lifecycle and after completion. Figure8. TheTask instance in the Worklist of the Manager After submission, the manager can review theinitiated task and amend it by adding attachments or comments as seen inFigure 9 below. Figure9. Comments and Attachments added to the request The Notification Based on the rules applicable to the promotiontransaction we discussed earlier, the process sends a request for approval tothe manager of the requestor. However let us assume that Donald Alexander themanager of Stella Marcus and the the first of the two approvers is notavailable to take an action on the request. Stella makes a request via thecomments field to have the administrator to skip the current stage and forwardthe request to the next approver. The Administrator Action The administrator Kyle Bailey searches fortransactions assigned to Donald Alexander (Figure 10) and can perform theactions listed in Figure 11 namely skip the current assignment, suspend , withdraw or reassign the request to a different user . Figure10. Administrator queries tasks assigned to Donald Alexander Figure11. Actions an administrator can take on an assigned task After reassignment of the task by the administratorto the next approver, Douglas McNeil can now see the Task in their worklist. Figure12. Worklist of the user to whom the task was reassigned All changes made to to a task instance remain withthe task and are viewable by all users who have access to that task namely theparticipants in the transaction (the approvers) and the administrator. Acompleted task with a full history of task actions and the participants whomade them is shown in Figure 13 below. Figure13.Completed Task References Oracle® Fusion Middleware Developer's Guide forOracle SOA Suite11g Release 1 (11.1.1) Part Number E10224-05 -- Chapter 27 Oracle SOA Suite Components

This article illustrates an example of a system administrator viewing and taking action on SOA Human Workflow notificationsgenerated by a composite process that underlies a Fusion Apps HCM Task. As...

Security

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: How to discover the data security implemented in Fusion Applications. How to customize data security 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”, Find the seeded policy Identify the Role, Object, Instance Set and Action components of the policy Create a new custom instance set based on the seeded instance set. End Date the seeded policies Create a new data security policy with custom instance set c-1: Find the seeded policy Step 1:1. Find the Role2. Open3. Find Policies Step 2: Click on the Data Security Tab Sort by “Resource Name” Find all the policies with the “Condition” as “where they are a territory resource in the opportunity territory team” 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. Find the object using global search option. Open it and click on “condition” tab Sort by Display name Find the Instance set Edit the instance set and copy the “SQL Predicate” to a notepad. Create a new instance set with the modified SQL Predicate from above by clicking on the icon as shown below. Step 4: End date the seeded data security policies on the duty role and create new policies with your custom instance set. Repeat the navigation in step Edit each of the 5 policies and end date them 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.

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...

Security

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 Figure 1. The Manage Chart of Accounts Mapping Task in FSM 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 Figure 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. Figure 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. 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="//cdn.app.compendium.com/uploads/user/e7c690e8-6ff9-102a-ac6d-e4aebca50425/f4a5b21d-66fa-4885-92bf-c4e81c06d916/Image/ddb0f19b6e9caefa2cc82c501df3ce5c/tl5.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 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). 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 Figure 8.   The Topology of the Fusion Financials Product Family. Note that SubLedger Accounting and General Ledger are both deployed on the Ledger App ConclusionIn 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

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...

Security

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. 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. 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 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. 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. 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.   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 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 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. Figure 9. Data Policy Actions We can now see a new Data Policy associated with our Role.  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. 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 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

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...

Security

How to Create a View Only Role in Fusion Applications

Fusion Applications are packaged with a seededRole Based Access Control reference implementation consisting of over 180 Rolesthat represent a wide variety of enterprise business job functions. In certain cases, customers have within theirorganizations auditor roles that assume oversight responsibilities overtransactional systems and require View Only access to various systemtransactions. This POST aims to show an example of how such a Role can bedefined. 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. 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 Figure 2. Tasklist and Actions in the Purchasing Workarea for a User Provisioned with the Buyer Role 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. 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.  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 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. Figure 7. Navigator Menu Items for the Auditor user Figure 8. No Create Document capability for the Auditor user 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. 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. 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)

Fusion Applications are packaged with a seeded Role Based Access Control reference implementation consisting of over 180 Rolesthat represent a wide variety of enterprise business job functions. In...

Security

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

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...