Monday, 21 August 2023

Implementation Users

How to Create an Implementation User in Fusion Application Release 12+ (Doc ID 2420298.1)

 Customer will need to create implementation user from fusion application security console

1.  Login to fusion application

2.  Click Navigator -> Tools : Security Console -> Users -> Add User Account



3.

4.  Click Save and Close

1            HCM Implementation Users

Implementation users have the necessary access for both initial implementation of the Oracle HCM Cloud service and its ongoing maintenance. You're recommended to create at least one implementation user.

Implementation users can:

  • Manage the implementation of Oracle Human Capital Management Cloud (Oracle HCM Cloud).
  • Administer application users and security, both during and after implementation.
  • Set up basic enterprise structures.

2             How Implementation Users Differ from Application Users

Thanks to job roles such as Application Implementation Consultant, implementation users have unrestricted access to large amounts of data. However, the need for this level of access is temporary. After implementation, both application users and administrators can perform their tasks using less powerful roles. For an implementation user, only a user account exists. No person record exists in Oracle HCM Cloud.

3             Who Creates Implementation Users?

The Oracle HCM Cloud service administrator creates initial implementation users.

4             Recommended Implementation Users

You're recommended to create the implementation users shown in this table to ensure segregation of critical duties.

Implementation User

Description

TechAdmin

Performs technical setup duties, including security setup. This user is intended for technical superusers.

HCMUser

Performs functional setup duties. This user is intended for users who are performing the Oracle HCM Cloud implementation steps.

Additional implementation users might be useful, depending on the size of the enterprise and the structure of the implementation team. For example:

  • An application implementation manager can assign implementation tasks to other implementation users. This implementation user has the Application Implementation Manager job role.
  • A product family application administrator can perform implementation tasks for a specific product. This approach might be of interest if you're implementing multiple Oracle Fusion products and want an implementor for each product.

Tip: The Human Capital Management Application Administrator job role can access only HCM setup tasks. The Application Implementation Consultant job role can access all Oracle Fusion Applications setup tasks.

 

 

You run the process Retrieve Latest LDAP Changes to copy data from your LDAP directory server to Oracle HCM Cloud.

 

5            Synchronize User and Role Information

You run the process Retrieve Latest LDAP Changes once during implementation. This process copies data from the LDAP directory to the Oracle Fusion Applications Security tables. Thereafter, the data is synchronized automatically.

To run this process, perform the task Run User and Roles Synchronization Process as described in this topic.

6             Run the Retrieve Latest LDAP Changes Process

Follow these steps:

  1. Sign in to your Oracle Applications Cloud service environment as the service administrator.
  2. In the Setup and Maintenance work area, go to the following for your offering:
    • Functional Area: Initial Users
    • Task: Run User and Roles Synchronization Process
  3. On the process submission page for the Retrieve Latest LDAP Changes process:
    • Click Submit.
    • Click OK to close the confirmation message.

7            Import Users and Roles into Applications Security

To implement security, you must use the Security Console. Before you can use the Security Console, you must initialize the Oracle Fusion Applications Security tables with existing user and role information.

To initialize these tables, you perform the Import Users and Roles into Application Security task. This topic describes how to perform this task.

8             Run the Import User and Role Application Security Data Process

Sign in as the Oracle HCM Cloud service administrator and follow these steps:

  1. In the Setup and Maintenance work area, go to the following for your offering:
    • Functional Area: Initial Users
    • Task: Import Users and Roles into Application Security
  2. On the Import Users and Roles into Application Security page, click Submit.

The Import User and Role Application Security Data process starts. When the process completes, you can use the Security Console.

Note: You're recommended to schedule this process to run daily after your implementation users exist.

  





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