Oracle Cloud Applications Common Technologies and User Experience What's New in Release 12 January 2017 Revised: January 2018

TABLE OF CONTENTS REVISION HISTORY.................................................................................................................................................3 OVERVIEW .............................................................................................................................................................4 Security & New Features............................................................................................................................................. 4 Give Us Feedback ....................................................................................................................................................... 4

RELEASE FEATURE SUMMARY ................................................................................................................................5 USER EXPERIENCE ...................................................................................................................................................7 Archive and Purge Workflow Tasks ............................................................................................................................. 7

End User Personalization of the Navigator and Springboard............................................................................7 Personalize Home Experience ..................................................................................................................................... 7 Pagination Dots .......................................................................................................................................................... 8 Announcement Preview.............................................................................................................................................. 9 Notification Actions .................................................................................................................................................. 10

EXTENSIBILITY ......................................................................................................................................................11

Large Icons ............................................................................................................................................................... 11

APPLICATIONS SECURITY ........................................................................................................................................12

User Account Management ...................................................................................................................................... 13 Administrator Password Management ...................................................................................................................... 15 User Password Management (Self-Service)................................................................................................................ 16 User Account Locking ............................................................................................................................................... 17 Enhanced Role Visualization ..................................................................................................................................... 18 Tabular Role Hierarchy View ..................................................................................................................................... 20 Search in Role Hierarchy Visualization ....................................................................................................................... 24 User Name Generation Rules .................................................................................................................................... 25 Password Policies ..................................................................................................................................................... 25 Notification Templates ............................................................................................................................................. 26 Upgrade-Safe Management of Factory Shipped Roles................................................................................................ 28 Bridge for Microsoft Active Directory ........................................................................................................................ 30 User Password Changes Audit Report........................................................................................................................ 32 Integrate Custom Identity Management Solution ...................................................................................................... 33 Password Reset ........................................................................................................................................................ 33 Security Console ....................................................................................................................................................... 35 New Function Security Privileges for Applications Security......................................................................................... 35

FUNCTIONAL SETUP MANAGER ................................................................................................................................37 Improved Landing Experience ................................................................................................................................... 37 Guided Navigation .................................................................................................................................................... 38 Offering Configuration .............................................................................................................................................. 39 Offering and Functional Area Based Setup................................................................................................................. 40 Offering and Functional Area Based Export and Import.............................................................................................. 41 Guided Navigation .................................................................................................................................................... 44 Offering Configuration Migration .............................................................................................................................. 44

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REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. Date 30 JAN 2018

What's Changed Archive and Purge Workflow Tasks

30 JUN 2017

Large Icons

17 JAN 2017

Notes Updated document. Added new Feature. Updated document. Revised the image in the Large Icons feature. Created initial document.

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OVERVIEW This guide outlines the information you need to know about new or improved functionality in Oracle Security Release 12 and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you. SECURITY & NEW FEATURES We would like to remind you if your system has modified security structures you may need to advise your security administrator of new features you would like to take advantage of. To assist you Appendix A provides a listing of the new features and the security attributes needed to employ the new features when you have decided to implement them. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at [email protected].

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RELEASE FEATURE SUMMARY Some of the new Release 12 features are automatically available to users after the upgrade and some require action from the user, the company administrator, or Oracle. The table below offers a quick view of the actions required to enable each of the Release 11 features. Action Required to Enable Feature

Feature

Automatically Available

End User Action Required

Administrator Action Required

Oracle Service Request Required

User Experience Archive and Purge Workflow Tasks



Personalize Home Experience



Pagination Dots



Announcement Preview



Notification Actions



Extensibility Large Icons



Applications Security User Account Management



Administrator Password Management



User Password Management (SelfService)



User Account Locking



Enhanced Role Visualization



Tabular Role Hierarchy View



Search in Role Hierarchy Visualization



User Name Generation Rules



Password Policies



Notification Templates



Upgrade-Safe Management of Factory Shipped Roles



Bridge for Microsoft Active Directory



User Password Changes Audit Report



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Action Required to Enable Feature

Feature

Automatically Available

Integrate Custom Identity Management Solution



Password Reset



Security Console



New Function Security Privileges for Applications Security



End User Action Required

Administrator Action Required

Oracle Service Request Required

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USER EXPERIENCE Oracle’s focus on providing an exceptional user experience pervades Oracle Applications Cloud. Of the highest priority is creating a compelling, pleasing user interface that provides only what you need, when you need it. ARCHIVE AND PURGE WORKFLOW TASKS Workflow tasks with a final status, such as Completed and Expired, are archived and purged based on a set schedule, without any action from you. •

Archiving keeps a copy of the task data for audit, data retention or analysis, and other purposes. For example, if you are using HCM, you can build business intelligence analyses using the Human Capital Management – Approval Notification Archival Real Time subject area.

•

Purging removes the completed tasks from users' worklists and permanently deletes the original data.

END USER PERSONALIZATION OF THE NAVIGATOR AND SPRINGBOARD We have enabled the end user to personalize their home experience. PERSONALIZE HOME EXPERIENCE Personalizations impact only the user making the change while preserving these changes across sessions.

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STEPS TO ENABLE

No additional steps are needed to enable the feature. KEY RESOURCES

• • •

Oracle Applications Help Topic (Customizing and Personalizing Infolets: Overview) Oracle Applications Cloud Using Common Features (Infolet Personalization) Oracle Applications Cloud Customizing the Applications for Functional Administrators (Infolet Customization)

PAGINATION DOTS The home page experience has been enhanced by allowing users to embedding full page Business Intelligence dashboards into it. You can use these additional dashboard pages for a specific role, enhanced analytics insight. STEPS TO ENABLE

To enable pagination dots, an admin, needs to go to the structure pane, and select the sales pages that they would like to see enabled, under SET SYSTEM OPTIONS. Up to five pagination dots (sales pages) can be enabled in a given environment.

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KEY RESOURCES

• • • •

Oracle Applications Help Topic (Customizing and Personalizing Infolets: Overview) Oracle Applications Cloud Using Common Features (Infolet Personalization) Oracle Applications Cloud Customizing the Applications for Functional Administrators (Infolet Customization) Oracle Applications Cloud Customizing the Applications for Functional Administrators (Defining Settings for Home and Navigation)

ANNOUNCEMENT PREVIEW Preview your announcements before posting them to the Announcements panel on the home page. This allows users to see how the announcements will show up in the announcement s panel.

STEPS TO ENABLE

No additional steps are needed to enable the feature. KEY RESOURCES

• •

Oracle Applications Help Topic (Customizing and Personalizing Infolets: Overview) Oracle Applications Cloud Using Common Features (Infolet Personalization) 9

• •

Oracle Applications Cloud Customizing the Applications for Functional Administrators (Infolet Customization) Oracle Applications Cloud Customizing the Applications for Functional Administrators (Defining Settings for Home and Navigation)

NOTIFICATION ACTIONS Enhance your bell notifications dialog box to include custom and system actions. User can approve, reject and take actions directly from the notifications.

STEPS TO ENABLE

No additional steps are needed to enable the feature. KEY RESOURCES

• • • •

Oracle Applications Help Topic (Customizing and Personalizing Infolets: Overview) Oracle Applications Cloud Using Common Features (Infolet Personalization) Oracle Applications Cloud Customizing the Applications for Functional Administrators (Infolet Customization) Oracle Applications Cloud Customizing the Applications for Functional Administrators (Defining Settings for Home and Navigation)

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EXTENSIBILITY Configuring the user experience is easier than ever, with Oracle's modern cloud extensibility tools. LARGE ICONS Choose to select small or large springboard icons with this new option.

STEPS TO ENABLE

No additional steps are needed to enable the feature. KEY RESOURCES

• • • •

Oracle Applications Help Topic (Customizing and Personalizing Infolets: Overview) Oracle Applications Cloud Using Common Features (Infolet Personalization) Oracle Applications Cloud Customizing the Applications for Functional Administrators (Infolet Customization) Oracle Applications Cloud Customizing the Applications for Functional Administrators (Defining Settings for Home and Navigation)

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APPLICATIONS SECURITY Oracle Fusion Applications Security provides a single console where IT Security Managers and Administrators can perform various functions including user lifecycle management, role definition, security policy management(both functional and data), role hierarchy maintenance, username and password policy administration, and certificate management. The console also enables users to simulate the effect of security changes, to run security reports, and download a connector for integration with Microsoft Active Directory. In Release 12, Oracle Fusion Applications Security offers several new capabilities that offer customers the following benefits: •

A Simplified User Experience for the IT Security Manager - Prior to Release 12, security administration functions were distributed across Oracle Identity Management (OIM) and Authorization Policy Manager (APM). In Release 12, these functions are delivered through a single interface – the Security Console. OIM and APM are no longer available in R12.

•

Easy Integration with Identity and Access Management (IDM/IAM) Systems –New capabilities to synchronize user account information with Identity and Access Management (IDM/IAM) systems. This synchronization enables the delivery of a Single Sign-On experience through these systems.

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For Microsoft Active Directory (AD) and Oracle Identity Management (OIM), customers can download and install connectors that will automatically synchronize user account information between Oracle Fusion Applications and these IDM systems. As in R11, customers must continue to log a Service Request (SR) to set up federated Single Sign-On (SSO) between these systems. Once the federation is enabled, the connectors will synchronize information. Release 12 also delivers a REST API based on the SCIM (System for Cross-Domain Identity Management) standard. Customers can use this API to create user accounts, modify user attributes (e.g. email), enable/disable users, and fetch user account and role information. •

Upgrade-Safe Reference Role Model - Starting from Release 12, pre-defined roles that are shipped with Oracle Applications Security will be locked down. Customers will not be able to modify the functional and data security policies that are associated with these roles. They can, however, add new data security policies to these pre-defined roles. In addition, privileges and resources are protected. Users cannot create or modify these artifacts Locking down these security artifacts enables safe upgrades to pre-defined roles, since the possibility of conflict with customer introduced changes to these roles is now eliminated. This, in turn enables customers to safely adopt new enhancements that may be delivered with pre-defined roles in future releases. As in R11, customers can make copies of predefined roles and freely customize these copies. Please refer to your product upgrade guide for any steps that may be required to prepare for and adopt this feature.

•

Enhanced Self-Service Capabilities - Administrators are able to manage the entire user lifecycle. They can customize how notifications are generated and sent for various user lifecycle events including user account creation, and password management.

Administrators can also tailor username and password generation by choosing from a list of shipped policies. Please refer to your product upgrade guide for any steps that may be required to prepare for and adopt this feature. USER ACCOUNT MANAGEMENT You can now create and manage implementation user accounts within Oracle Fusion Applications Security. You can assign roles to these user accounts using the following navigation: Tools > Security Console > User tab. You can also search, retrieve, and manage user accounts automatically created for employees, contingent workers, supplier contacts, or partner contacts.

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Search User Accounts Page

Add User Account Page

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STEPS TO ENABLE

There are no steps necessary to enable this feature. ROLE INFORMATION

The following function security privileges are required for this feature. Privilege Name and Code

Job Role Name and Code

Create User Account ASE_CREATE_USER_ACCOUNT_PRIV

IT Security Manager ORA_FND_IT_SECURITY_MANAGER_JOB

Delete User Account ASE_DELETE_USER_ACCOUNT_PRIV

IT Security Manager ORA_FND_IT_SECURITY_MANAGER_JOB

Edit User Account ASE_EDIT_USER_ACCOUNT_PRIV

IT Security Manager ORA_FND_IT_SECURITY_MANAGER_JOB

View User Account ASE_VIEW_USER_ACCOUNT_PRIV

IT Security Manager ORA_FND_IT_SECURITY_MANAGER_JOB

KEY RESOURCES

For more information on the Security Console, go to the Help Center for the following guide: •

Security Oracle HCM Cloud

ADMINISTRATOR PASSWORD MANAGEMENT As an administrator, you can manage passwords of other users using the Security Console. You can auto-generate or manually enter a password for a user account. You can also define password lifecycle and complexity policies. Passwords will be automatically validated against these policies.

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Administrator’s Reset Password Page

STEPS TO ENABLE

There are no steps necessary to enable this feature. KEY RESOURCES

For more information on the Security Console, go to the Help Center for the following guide: •

Security Oracle HCM Cloud

USER PASSWORD MANAGEMENT (SELF-SERVICE) You can now manage your own user account password using the Security Console. The password will be automatically validated against the defined password lifecycle and complexity policies.

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Self-Service Password Reset Page

STEPS TO ENABLE

There are no steps necessary to enable this feature. USER ACCOUNT LOCKING As an administrator, you can now lock user accounts. If you lock a user account, you will be temporarily preventing the user from logging in with that user account. You can also unlock a locked user account.

Lock User Account in Edit User Account Page

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STEPS TO ENABLE

There are no steps necessary to enable this feature. ENHANCED ROLE VISUALIZATION You can now view only certain components of a role in the graphic visualizer. You can view only the privileges, aggregate privileges or roles assigned to a role. You can also view the graph in full screen mode and pan over a specific region in the graph. For complex roles, these features enable you to reduce the amount of information visualized and to focus on the area within the role hierarchy that requires your attention.

View Only the Privileges for a Role

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View Only the Inherited Roles for a Role

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Pan and View Top Left Region of the Graph

STEPS TO ENABLE

There are no steps necessary to enable this feature. TABULAR ROLE HIERARCHY VIEW You can now view role hierarchies in a tabular view. You can switch between the graphic visualizer view and the tabular view. You can also export the date displayed in the tabular view.

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Tabular View of Direct and Indirectly Inherited Roles for a Role

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Tabular View of Direct and Indirectly Assigned Privileges for a Role

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Tabular View of Direct and Indirectly Assigned Users for a Role

Export of Direct and Indirectly Inherited Privileges for a Role

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STEPS TO ENABLE

There are no steps necessary to enable this feature. SEARCH IN ROLE HIERARCHY VISUALIZATION You can now search and quickly locate security artifacts (nodes) in the role hierarchy visualization. You can search for privileges, roles or users in the visualization.

Search in Role Hierarchy Graph

STEPS TO ENABLE

There are no steps necessary to enable this feature.

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USER NAME GENERATION RULES You can now define the user name generation rules used to auto-generate the user name in Oracle Fusion Applications Security. User name generation rules can be based on the user’s first and last names, e-mail or person number. You can also choose to use a system generated user name if the rule fails to generate a user name.

User Name Generation Rules Region in the Administration Page

STEPS TO ENABLE

There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS

If your company submitted a service request for Oracle to set up a custom username generation rule, review the Validate User Lifecycle Settings topic in the product-specific Security Upgrade guide which may be listed in Oracle Support Document 2016990.1. PASSWORD POLICIES You can now define policies for password management. These policies can define the duration for various password lifecycle events like password expiration and password warning generation. You can also set the complexity of generated passwords by choosing from a pre-defined list of rules.

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Password Policy Region in the Administration Page

STEPS TO ENABLE

There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS

If your company submitted a service request for Oracle to set up a custom password policy, review the Validate User Lifecycle Settings topic in the product-specific Security Upgrade guide which may be listed in Oracle Support Document 2016990.1. ROLE INFORMATION

The following function security privilege is required for this feature: Privilege Name and Code

Job Role Name and Code

Run Password Expiry Job ASE_PASSWORD_EXPIRY_ESS_JOB_PRIV

IT Security Manager ORA_FND_IT_SECURITY_MANAGER_JOB

NOTIFICATION TEMPLATES You can now define custom notification templates for user account life cycle events. You can also use pre-defined notification templates. These templates will be used to generate notifications for events like user account created, user password reset and user password expiry warning.

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Notification Templates Region in the Administration Page

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Edit Notification Template Page

STEPS TO ENABLE

There are no steps necessary to enable this feature. TIPS AND CONSIDERATIONS

If your company submitted a service request for Oracle to set up a custom notification template, review the Validate User Lifecycle Settings topic in the product-specific Security Upgrade guide which may be listed in Oracle Support Document 2016990.1. UPGRADE-SAFE MANAGEMENT OF FACTORY SHIPPED ROLES You can now identify a predefined (factory shipped) Oracle role when viewing the role. Predefined Oracle roles are locked and you cannot customize the Oracle delivered functional and data security policies associated with these roles. You can, however, add data security policies to these roles. Predefined Oracle roles are displayed in a different color in the graph visualizer.

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Predefined Role Indicator in the Edit Role Page

Predefined Role Indicator in the Role Hierarchy Graph

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STEPS TO ENABLE

There are no steps necessary to enable this feature. BRIDGE FOR MICROSOFT ACTIVE DIRECTORY Simplify Single Sign-On with Microsoft Active Directory by downloading and installing the Active Directory Bridge from the Security Console. Automatically synchronize user account information between Oracle Fusion Applications Security and Microsoft Active Directory.

Active Directory Bridge Base Configuration Page

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Active Directory Bridge User Attribute Mappings Page

Active Directory Bridge Synchronization Status Page

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STEPS TO ENABLE

There are no steps necessary to enable this feature. USER PASSWORD CHANGES AUDIT REPORT You can now generate a report that lists password changes made by users. The report can be generated for changes made by specific users or for all changes made during a specific period.

User Password Changes Audit Report Process Details Page

STEPS TO ENABLE

There are no steps necessary to enable this feature.

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ROLE INFORMATION

The following function security privilege is required for this feature: Privilege Name and Code

Job Role Name and Code

Run User Password Changes Audit Report IT Security Manager ASE_USER_PASSWORD_CHANGES_AUDIT_REPORT_PRIV ORA_FND_IT_SECURITY_MANAGER_JOB STEPS TO ENABLE

There are no steps necessary to enable this feature. INTEGRATE CUSTOM IDENTITY MANAGEMENT SOLUTION You can now optionally Integrate with your Identity Management solution for user and role management using industry standard System for Cross-domain Identity Management (SCIM) REST APIs and ATOM feeds. STEPS TO ENABLE

There are no steps necessary to enable this feature. PASSWORD RESET The password reset flow has been changed in Release 12. A notification email will be sent to the user who requests a password reset. The user will be required to click on this link, within a specific period of time, to change the password. This replaces the previous flow where users were required to answer a series of challenge questions to reset the password.

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Email Notification to Reset Password

User Reset Password Page

STEPS TO ENABLE

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There are no steps necessary to enable this feature. SECURITY CONSOLE The unified security administrator interface, combined with the ability to safely upgrade the reference security implementation will result in the following changes in functionality in the Security Console. • • • • • •

All User Account information including password changes and lock/unlock status are managed in the security console. Roles are now managed directly in the Security Console and are no longer managed within Oracle Identity Manager or Authorization Policy Manager. Users can view, create or modify roles without first selecting an application. Users cannot create or modify privileges. They can continue to grant privileges to roles Users cannot create or modify resources. Users cannot grant resources directly to role. Resources are now only granted to privileges.

STEPS TO ENABLE

There are no steps necessary to enable this feature.

NEW FUNCTION SECURITY PRIVILEGES FOR APPLICATIONS SECURITY This section provides product-specific information that you need when implementing new Release 12 features in your existing roles. If you are not using the predefined reference roles, then you need to add the function security privilege to relevant custom job roles. This table identifies the required function security privilege and the predefined role that automatically inherits the privileges during the upgrade. Privilege Name and Code

Job Role Name

Create User Account ASE_CREATE_USER_ACCOUNT_PRIV

IT Security Manager

Delete User Account ASE_DELETE_USER_ACCOUNT_PRIV

IT Security Manager

Edit User Account ASE_EDIT_USER_ACCOUNT_PRIV

IT Security Manager

View User Account ASE_VIEW_USER_ACCOUNT_PRIV

IT Security Manager

Enable Database Resource Management

IT Security Manager

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Privilege Name and Code

Job Role Name

ASE_ENABLE_DATABASE_RESOURCE_MGMT_PRIV Run Password Expiry Job ASE_PASSWORD_EXPIRY_ESS_JOB_PRIV

IT Security Manager

Run User Password Changes Audit Report ASE_USER_PASSWORD_CHANGES_AUDIT_REPORT_PRIV

IT Security Manager

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FUNCTIONAL SETUP MANAGER Oracle Functional Setup Manager provides a new simplified UI in Release 11 that improves user experience by streamlining the Offering setup. IMPROVED LANDING EXPERIENCE The new Setup and Maintenance landing page presents your subscribed Offerings by default. However, you still have the choice to browse all other available Offerings. In addition, all relevant documents that will help you to plan for an Offering implementation are directly available from this page.

Functional Setup Manager: Setup and Maintenance screen

STEPS TO ENABLE

No steps are needed to enable this feature. TIPS AND CONSIDERATIONS

The new simplified UI has removed the Task Pane to give a streamlined look and feel. However, the entries previously found in the Task Pane are still easily accessible from the page. • •

Use Action button in the Administration region to change configuration of an Offering. Use Implementation Projects button located at the top of the page to find your Implementation Projects. Once you land on the Implementation Projects page, you can

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• •

access the Overview page for Implementation Projects by using the Overview button at the top right corner of the page. To search for a Task, use Search field located at the top of the page. Once the search results are returned, as before, you can perform the tasks directly from the search results. All other task pane entries are now available from the navigation drawer located at the top right corner of the landing page. Click on the drawer icon to find the full list. o To manage Configuration Packages for export and import of Implementation Projects, select the link with the same name o Similarly, to manage export and import processes select the links with the same name o To review setup content select ‘Manage Custom Setup Content’ o To review applications topology select ‘Review Topology’

KEY RESOURCES

For more information, refer to the following Release 11 guide: Oracle Applications Cloud Using Functional Setup Manager GUIDED NAVIGATION Navigation through setup process has been enhanced to make it more intuitive to the user. At the same time, the new flow increased user efficiency by requiring fewer clicks to navigate through the end-toend setup process. • •

It remembers the last Offering you were setting up when you left Functional Setup Manager, and therefore, takes you back to it when you return. It prominently presents the “most likely” next action in the setup process on all pages. For example: o If you have already configured and enabled an Offering then the button in the Administration region of the landing page is labeled Setup and takes you to the Setup page so that you can continue with Setup of your Offering. o On the other hand, for an Offering that hasn’t been configured yet, the same button will be labeled Configure and will take you to the Configure page. Configuring an Offering by enabling the appropriate Functional Areas and Features is a prerequisite to setting up an Offering. o Similarly, you can start export and import of an Offering directly from the Setup page as well as continuously review the status of the latest process, and take necessary actions to follow up on the same processes.

STEPS TO ENABLE

No steps are needed to enable this feature.

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TIPS AND CONSIDERATIONS

For more information, refer to the following Release 11 guide: Oracle Applications Cloud Using Functional Setup Manager KEY RESOURCES

For more information, refer to the following Release 11 guide: Oracle Applications Cloud Using Functional Setup Manager OFFERING CONFIGURATION Configure page has a new look and feel as well. Offerings are presented one at a time based on user’s selection to give the page a cleaner look. Furthermore, as you enable Offerings and Functional Areas, your selections are saved automatically.

FSM: Configure Finacials page

STEPS TO ENABLE

There are no steps are needed to enable this feature. TIPS AND CONSIDERATIONS

For more information, refer to the following Release 11 guide: Oracle Applications Cloud Using Functional Setup Manager

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KEY RESOURCES

For more information, refer to the following Release 11 guide: Oracle Applications Cloud Using Functional Setup Manager OFFERING AND FUNCTIONAL AREA BASED SETUP Application Administration, which provided ability to set up Offerings by Functional Areas, also has a new streamlined look and feel. To setup an Offering by Functional Areas is an alternative approach to using Implementation Projects. It allows managing setup of an Offering -- during initial implementation as well as for maintaining setup over time – in a modular fashion so that you can complete setup and begin transaction in the functional areas that are most relevant to you immediate business needs without performing setup of the entire Offering. In the new Setup page, the Functional Areas and the tasks necessary to set up each of them are presented next to each other giving higher visibility to setup requirements of each Functional Area as well as reducing the number of clicks necessary to navigate to the tasks.

FSM: Setup Procurement page

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STEPS TO ENABLE

There are no steps are needed to enable this feature. TIPS AND CONSIDERATIONS

• •

•

• •

Use new Setup page to maintain setup data by specific Functional Areas. If you are implementing a new Offering and you do not need customized list of setup tasks, then use the new Setup page as well. It will allow you to quickly implement the functional areas relevant to your immediate business needs and get started with the transactions. You can then adopt the rest of the Offering functionality over time on as-needed basis. Only the functional areas enabled for implementation will be displayed on the Setup page. Ensure you have enabled appropriate Offerings and their applicable Functional Areas and Features using Configure page. The list of required tasks for a given functional area is displayed by default. Change the selection to All Tasks to view and perform all other relevant tasks of the functional area. All actions relevant to a functional area are available from the actions drop down in the same row where the functional area is listed.

KEY RESOURCES

For more information, refer to the following Release 11 guide: Oracle Applications Cloud Using Functional Setup Manager OFFERING AND FUNCTIONAL AREA BASED EXPORT AND IMPORT From the new Setup page, a simplified export and import flow now supports migration of setup data without creating Configuration Packages. You may choose to export and import setup data of the entire Offering or select specific Functional Areas for incremental migration.

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FSM: Setup Manufacturing and Supply Chain Materials Management page

42

In addition, the new flow presents a list of relevant business objects that can be used during export to filter setup data by default and thereby, gives you better visibility to what’s available.

FSM: Setup Manufacturing and Supply Chain Materials Management page

• • •

To export and import setup data of an entire Offering which includes all enabled Functional Areas and Feature, select Offering-level export. On the other hand, initiate export at the Functional Area level to limit exported setup data to a specific functionality of an Offering. Keep track of statuses of most recent export and import processes directly from the Setup page.

STEPS TO ENABLE

There are no steps are needed to enable this feature. KEY RESOURCES

For more information, refer to the following Release 11 guide: Oracle Applications Cloud Using Functional Setup Manager

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GUIDED NAVIGATION Navigation through setup process has been enhanced to make it more intuitive to the user. At the same time, the new flow increased user efficiency by requiring fewer clicks to navigate through the end-toend setup process. • •

It remembers the last Offering you were setting up when you left Functional Setup Manager, and therefore, takes you back to it when you return. It prominently presents the “most likely” next action in the setup process on all pages. For example: o If you have already configured and enabled an Offering then the button in the Administration region of the landing page is labeled Setup and takes you to the Setup page so that you can continue with Setup of your Offering. o On the other hand, for an Offering that hasn’t been configured yet, the same button will be labeled Configure and will take you to the Configure page. Configuring an Offering by enabling the appropriate Functional Areas and Features is a prerequisite to setting up an Offering. o Similarly, you can start export and import of an Offering directly from the Setup page as well as continuously review the status of the latest process, and take necessary actions to follow up on the same processes.

STEPS TO ENABLE

No steps are needed to enable this feature. KEY RESOURCES

For more information, refer to the following Release 11 guide: Oracle Applications Cloud Using Functional Setup Manager OFFERING CONFIGURATION MIGRATION Navigation through setup process has been enhanced to make it more intuitive to the user. At the same time, the new flow increased user efficiency by requiring fewer clicks to navigate through the end-toend setup process.

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FSM: Import Offering Setup page

STEPS TO ENABLE

To migrate offering configuration select ‘Import feature selection’ option available under Import Options when submitting an Import process. TIPS AND CONSIDERATIONS

•

•

Feature selection is always exported when migrating setup data for an offering or functional area. However, the feature selection is only imported in the target environment when ‘Import feature selection’ checkbox is explicitly selected by users. Migration of feature selection is available only from Offering and Functional Area based export and import process and not when setup data is exported and imported using Implementation Projects.

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