Oracle Fusion Cloud Applications - HCM Setup Guide

Follow our setup guide to connect your Oracle Fusion Cloud Applications - HCM to Fivetran.

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Prerequisites

To connect your Oracle Fusion Cloud Applications - HCM to Fivetran, you need:

• An Oracle Cloud account
• An active Oracle Cloud Fusion subscription
• Access to the
• Security Manager role to access the Security Console

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Setup instructions

Find server URL

1. Log in to .

2. Go to the .

3. Find your Oracle application instance. If you don't have an instance, to create one.

   

4. In the application instance details, find and make a note of the Service Environment URL (for example, https://servername.fa.us2.oraclecloud.com). You will need this to configure Fivetran.

   

Create user

1. Log in to the Oracle Fusion Cloud Application instance for which you want to sync the data.

   NOTE: You must have the Security Manager role to create a user.

2. On the left-hand navigation pane, click Tools > Security Console.

   

3. Go to the Users page and click Add User Account.

   

4. On the Add User Account page, enter the User details. Make a note of the User Name and Password. You will need them to configure Fivetran.

   

5. Click Save and Close.

Create BICC and UCM roles

1. Log in to the Oracle Fusion Cloud Application instance for which you want to sync the data.

   NOTE: You must have the Security Manager role to create a role.

2. Go to Tools > Security Console.

3. Go to the Roles page and click Create Role.

   

4. On the Basic Information page, enter the following role details and click Next.

   Field Name	Values
   Role Name	For example, BICC_FIVETRAN_ROLE, UCM_FIVETRAN_ROLE
   Role Code	For example, BICC_ADMIN_FIVETRAN, UCM_ADMIN_FIVETRAN
   Role Category	BI - Abstract Role
   Predefined Role	Uncheck the checkbox
   Description (Optional)	Description for the role

5. On the Function Security Policies page, click Next.

6. On the Data Security Policies page, click Next.

7. On the Role Hierarchy page, click Add Role.

8. In the Add Role Membership dialog box, search for the following roles:

   • ESS Administrator Role: To create and manage schedules for global data extracts or jobs
   • Rest API Extract Privilege: To get job information, describe datastore, and perform other BICC related operations
   • OBIA_EXTRACTTRANSFORMLOAD_RWD: To view and download extracted files from UCM

9. Click Add Role Membership.

10. Close the Add Role Membership dialog box and click Next.

11. On the Segregation of Duties page, click Next.

12. On the Users page, enter the user you created in and then click Next.

13. On the Summary page, review the details and then click Save and Close.

Configure UCM storage for BICC

1. Go to the BI Applications Configuration Manager URL. Use the Server URL you found in . For example, if the server URL is https://my-oracle-fusion-cloud.oraclecloud.com, use https://my-oracle-fusion-cloud.oraclecloud.com/biacm.

2. Log in using the User Name and Password you created in .

3. Click Configure External Storage

   

4. Go to UCM Connection tab and click Test UCM Connection. You should receive an External Storage Connection Succeeded message. Click OK

   

(Optional) Add custom object to an offering

NOTE: We exclude tables from the syncs if they are not part of an offering.

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(Optional) Select primary keys for custom objects

NOTE: We exclude tables without a defined primary key from the syncs.

1. Log in to BI Applications Configuration Manager URL using the Server URL you found in . For example, if the server URL is https://my-oracle-fusion-cloud.oraclecloud.com, use https://my-oracle-fusion-cloud.oraclecloud.com/biacm.

2. Log in using the User Name and Password you created in .

3. Click Manage Offerings and Data Stores.

   

4. Go to the offering associated with the custom objects.

5. Select your custom data store.

6. Go to the Edit Columns tab.

7. Select the Primary Key columns.

   

8. Click Save.

(Optional) Add incremental filter to custom object

IMPORTANT: If an object doesn't have incremental filter then Oracle treats that object as a re-import object. Fivetran in that case extracts all the rows even in incremental syncs, which increases MAR.

1. .

2. Make sure the Select List and Incremental Filter checkboxes are checked for the columns you want to sync.

Finish Fivetran configuration

1. In the , enter a Destination schema prefix.

   NOTE: The prefix applies to each replicated schema and cannot be changed once your connector is created.

2. Enter the Server URL that you found in .

   NOTE: The Server URL must follow the https://<instance_name>.oraclecloud.com format.

3. Enter the User Name and Password for the user you created in .
4. Click Save & Test. Fivetran will take it from here and sync your data from your Oracle Fusion Cloud applications.

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