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Using Oracle Fusion Functional Setup Manager

Prepared by: Anil Minocha and Anil Patil Oracle Practice Fujitsu America, Inc.

Session ID#: 10448

Agenda ■ About Fujitsu ■ Functional Setup Manager (FSM) Overview ■ Terminology and Key Concepts ■ FSM Lifecycle Process

■ Plan the Implementation ■ Configure Offerings ■ Create Implementation Project ■ Export/Import Setup Data ■ Maintain Setup Data

■ Summary ■ Questions and Answers

About Fujitsu

Quick Facts

Global Presence Fujitsu By the Numbers ■ We do everything in ICT. We use our experience and

the power of ICT to shape the future of society with our customers.

■ Operates in five regions and more than 100 countries ■ 162,000 Fujitsu people support customers in more

than 100 countries. ■ Fortune named Fujitsu as one of the “World's Most

Admired Companies” three years in a row (2013, 2014 and 2015)

*Source: Gartner, *2013 IT Services Vendor Revenue. " Market Share: IT Services, 2013" 31 March 2014(GJ14174)

Fujitsu in North America Fujitsu and Oracle

■ Japan’s largest IT services provider and No. 4 in the world.*

■ US $46.2 Billion Global Revenue ■ 46% of Global Revenue from IT Services ■ Serves more than half the Global Fortune 500 ■ Over 18,500 employees are engaged in R&D within

the Fujitsu Group ■ US$2B investment to FY16 (Business & Social

Innovation, global delivery)

■ More than 60 years operating in the Americas; strong and broad footprint in the market

■ Providing hardware, cloud, application consulting and managed services

■ A flexible and adaptable local partner with offices and key resources in every major market across the continent

■ More than 6,500 employees serving customers in the U.S., Canada and the Caribbean

■ Research and development operations in California, Texas and North Carolina

■ State-of-the-art data centers in California, Texas, North Carolina, Saskatchewan and Trinidad

■ Global service desks in Quebec and Costa Rica ■ Cloud and private hosting services provider

■ Over 30 years of partnership ■ 2nd largest Oracle reseller globally ■ One of only 12 Oracle Diamond Partners globally ■ Over 50 Oracle Specializations and 13 Advanced

Specializations including Fusion ERP Financials. Our Specializations cover the entire “Oracle Red Stack”

■ US$1 Billion Oracle business is managed at Fujitsu ■ Significant expertise delivering Oracle projects across

geographies and industries ■ Private hosting/cloud capability for Oracle customers ■ Focus areas include: ERP, legacy modernization,

consulting and systems integration services and applications management services

■ Oracle Focused Solution Offering (FSO) : Fujitsu Automotive Supplier Templates – FAST Flows Solution

Global Presence Fujitsu By the Numbers

Functional Setup Manager (FSM)

Overview of Setup Process ■ Plan and Configure

▪ Review Products and Functionality

▪ Decide about Configuration ▪ Assign tasks to SMEs ▪ Fine-Tune the tasks

■ Implement ▪ Collect Data ▪ Enter Setup Data ▪ Test

■ Deploy ▪ Identify Setups to Deploy ▪ Export and Import ▪ Verify Data

Functional Setup Manager (FSM)

■ Functional Setup Manager (FSM) provides a guided, integrated, end to end application setup process for functional administrators

■ Enables rapid and efficient planning, implementation and deployment

■ Enables easy management of setup data changes

Terminology and Key Concepts

Terminology and Key Concepts ■ Provisioning

▪ Orchestrates the installation, configuration, and deployment of applications product offerings from a system point of view. ▪ Installing the software and making available for implementation

■ Offerings — Highest level grouping of functionality that can be licensed and

implemented. Offerings have to be selected during provisioning

— A Fusion Offering may have one or more Options and / or Features

▪ Options — Option is a piece of specific functionality that you may want to

implement as part of the offering and may not be relevant to all impl.

▪ Features — Alternative business methods or rules used to fine tune business

processes and activities supported by offering or an option

Example of Offering, Option and Features

Financials (Offering)

Supplier Invoice Processing

Expenses (Option)

Fixed Assets (Option)

Customer Invoice Processing

Intercompany (Option)

Financial BI

Analytics

Enterprise Structure Guided Flow GRC Local Installation of Help More

(Features)

Corporate Cards with Expenses (Feature)

Expense Receipt Image Processing (Feature)

Example of Offering, Option and Features

Terminology and Key Concepts ■ Implementation Projects

▪ After the offering and functional area selections are made, an implementation project is created

▪ Collection of all Tasks and Task Lists

■ Tasks and Task Lists ▪ Tasks provide the navigation to the setup pages where the setup data

is entered

▪ Task Lists are the sequential and logical group of setup tasks to be performed to implement a particular offering

■ Scope ▪ Refers to an object that allows a task list to be executed repeatedly. An

example of a scope value is Business Unit, where you select a particular business unit and perform all setup tasks for that BU

■ Configuration Package ▪ Combined unit of an implementation project and its related setup data

for moving from one instance to another

Key Benefits

Setup Manager

Setup Offerings

Setup Export and Import

Setup Reporting

Self service process for planning, implementation and deployment

Configurable and extensible pre-packaged setup tasks

Configuration packages to move setup across systems

Report on functional configurations and data

Manage all aspects of functional setup in one interface

Customize setup per business requirements

Export and Import setup data consistently and quickly

Accurately report, audit, and validate setup configuration and data

Feature Capability Benefit

FSM Lifecycle Process

Implementation Process

Plan Configure Implement Export / Import Maintain

Getting Started

Configure Offerings

Manage Implementation Projects

Manage Configuration Package

Perform Maintenance Tasks

Provision / Install Plan

FSM

Plan: Know your requirements ■ In this phase, the implementation manager:

▪ Plans and discovers the offerings, options and features that are available in Oracle Fusion applications

▪ Researches the requirements ▪ Utilizes Predefined Offerings and Prepackaged reports

■ Standard Reports related to each offering: ▪ Offering Content Guide – business processes and sub

processes available with the offering ▪ Associated Features – optional functionalities – Options/

Features to decide which are applicable ▪ Setup Task Lists and Tasks – complete list of setup tasks ▪ Related Business Objects – full list of setup data to be entered

before the offering is ready for transactions ▪ Related Enterprise Applications – list of J2EE applications

comprising the offering

Plan: Getting Started

Offering Content Guide

Setup Task List & Tasks

Getting Started With Implementation

Create Implementation User

Assigning Roles

■ Click on the Roles tab. In the Roles tab, the ALL USERS role will already be assigned by default

■ Click Assign icon to bring up the window to search for additional roles to add to the user.

Assigning Roles ■ Add the following roles as shown below ■ If you are not able to search the roles, there might be an

issue with the LDAP entries not synchronized into Oracle Identity Manager Store. Please follow the instructions given in the Metalink Doc Fusion Applications - IT Security Manager Role Not Found In Oracle Identity Manager (Doc ID 1377101.1)

Create Implementation User

■ Logout & Login using the created Implementation User

Manage Implementation Projects

Manage Configuration Packages

Exports Results Report

Setup Data Report

Calendar Setup Data

Ledger Setup Data

Additional Resources

■ Functional Setup Manager (FSM): Export and Import Best Practices (Doc ID 1905704.1)

Summary

Functional Setup Manager

Centralized Setups

Predefined Task and Task list

Configurable & Extensible

Easy Navigation to Setup Screens

Setup Data Export & Import

Setup Data Comparisons

Setup Data Reporting

Question & Answer

Anil Minocha anil.minocha@us.fujitsu.com Anil Patil anil.patil@us.fujitsu.com

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