Create an Oracle Fusion Data Intelligence Instance

As an administrator, create instances for Oracle Fusion Data Intelligence to enable your users to start using it.

Topics:

About Creating an Instance

You can create an Oracle Fusion Data Intelligence instance in either of these ways:

Use the Create Instance page in Oracle Fusion Data Intelligence directly. See Create an Oracle Fusion Data Intelligence Subscription Instance.
Use the Create Instance page in Oracle Fusion Data Intelligence directly without specifying the data source. See Create an Oracle Fusion Data Intelligence Instance without Oracle Fusion Cloud Applications Source
Use Integrations in Oracle Fusion Cloud Applications that redirects to the Create Instance page in Oracle Fusion Data Intelligence. See Create an Integrated Oracle Fusion Data Intelligence Instance.

When you create an instance using the Create Instance page directly, you can:

Decide which compartment to use.
Use a tenancy different from the Oracle Fusion Cloud Applications tenancy.
Point to any Oracle Fusion Cloud Applications instance of your choice, irrespective of the regions of these services.
Set up the identity provider of your choice.
Terminate the instance from the instance details page in Oracle Fusion Data Intelligence.

When you create an instance using the Create Instance page directly without specifying the Oracle Fusion Cloud Applications source, you can:

Start using Oracle Fusion Data Intelligence even if you don't have any Oracle Fusion Cloud Applications product.
Analyze data from non-Oracle Fusion Cloud Applications sources such as Oracle Eloqua without initially specifying an Oracle Fusion Cloud Applications URL.
Bring data from third-party products even if you don’t have any Oracle Fusion Cloud Applications product.
Bring data from a non-Oracle Fusion Cloud Applications source and an Oracle Fusion Cloud Applications source in the same instance. You must provide Oracle Fusion Cloud Applications details prior to loading data from Oracle Fusion Cloud Applications.
Terminate the instance from the instance details page in Oracle Fusion Data Intelligence.

After the instance is created, you must complete these tasks:

Create a data connection to an applicable source. See About Managing Data Connections.
Set up and manage your users and groups in Oracle Identity Cloud Service.
Later if you want to connect to Oracle Fusion Cloud Applications, then you can update the source details. See Update the Data Source Connection Details.

When you create an Oracle Fusion Data Intelligence instance using the Integrations option in Oracle Fusion Cloud Applications, you automatically get:

The Oracle Fusion Cloud Applications identity provider and cloud tenancy for the Oracle Fusion Data Intelligence instance.
Pre-filled Oracle Fusion Cloud Applications-specific data on the Create Instance page in Oracle Fusion Data Intelligence.
The Oracle Fusion Cloud Applications instance attached to the Oracle Fusion Data Intelligence instance.
The users, groups, and roles from Oracle Fusion Cloud Applications. Also, you don’t have to set up how users from Oracle Fusion Cloud Applications access Oracle Fusion Data Intelligence using single sign-on, if single sign-on is already set up in Oracle Fusion Cloud Applications.

After the instance is created, as an administrator, assign the FAW Service Administrator group to the applicable users to manage the instances in the tenancy. If your tenancy uses identity domains, see the Adding Users to Groups section in Using the Console. To add this group to an existing user in Oracle Identity Cloud Service, see Assign Groups to the User Account. To sign into the instance, a user must have any of the groups mentioned in System Groups assigned to them.

Create an Oracle Fusion Data Intelligence Subscription Instance

Create a service instance to manage your cloud resources.

Prior to creating the instance, you may want to view the service limits of Oracle Autonomous Data Warehouse and Oracle Analytics Cloud using the Limits, Quotas and Usage page in the Oracle Cloud Infrastructure Console. See Viewing Your Service Limits, Quotas and Usage. If you're unable to create the instance with an error due to inadequate capacity, then you can either get in touch with the administrator for the tenancy or submit a request to increase your service limits from the Limits, Quotas, and Usage page in the Oracle Cloud Infrastructure Console. See Requesting a Service Limit Increase.

If you're planning to access your instance from a virtual cloud network only, then prior to creating an instance with private network access, you must ensure that the prerequisites are in place. See Deploy Oracle Fusion Data Intelligence with a Private Endpoint.

The recommended practice is to create the Oracle Fusion Data Intelligence instance in your Oracle Fusion Cloud Applications domain. If you choose to create the instance in a non-Oracle Fusion Cloud Applications domain, then you must set up the synchronization of the non-Oracle Fusion Cloud Applications domain with the Oracle Fusion Cloud Applications domain. This synchronization gets the Oracle Fusion Cloud Applications users and groups into the applicable Oracle Identity Cloud Service instance that enables these users to access Oracle Fusion Data Intelligence. See Set Up Synchronization of Oracle Fusion Cloud Applications with Oracle Identity Cloud Service.

You can create an instance with a single subscription ID. However, you can’t split a subscription across instances.

Sign in to the Oracle Cloud Infrastructure Console.
If you've provisioned Oracle Fusion Data Intelligence with single sign-on, then sign in using the federated Oracle Identity Cloud Service. See Set Up Provisioning with Single Sign-On.
In Oracle Cloud Infrastructure Console, click the Navigation menu icon.
In the Navigation menu, click Analytics & AI.
Under Analytics & AI, click Data Intelligence.
On the Instances page, in Compartment, select a compartment if you want to place the service instance in a compartment other than the default root compartment that Oracle created for you.

Note

Ensure that you have created a compartment before you select it here. See Managing Compartments.
On the Instances page, click Create Instance.

Note

If you haven't purchased a subscription, then the Create Instance button isn't active.
On the Create Instance page, enter a Display Name for the service using alphanumeric and special characters.
Enter a Name for the instance that's unique in your tenancy using only alphanumeric characters without spaces or reuse the name of a deleted instance.
Optional: Enter a Description for the service using up to 255 alphanumeric and special characters.
In Notification Email, enter a valid email address if the field doesn't have a value.
Follow the steps in Enter Details for an Oracle Fusion Data Intelligence Subscription Instance to provide further information regarding the instance.

Enter Details for an Oracle Fusion Data Intelligence Subscription Instance

After specifying basic details for your instance such as compartment, name, and description, verify your subscriptions and provide details such as whether it's a test or production instance, connection details of your source data, and email to receive notifications regarding your instance.

These details ensure that you have an instance that meets your business requirements. Oracle Fusion Data Intelligence automatically displays your subscription details in the Offerings section. If you’ve activated multiple subscriptions in your tenancy, then you see details of all the subscriptions. On selecting a subscription, you see the single or multiple offerings within the subscription based on what you subscribed for. For example, if you've subscribed for Oracle Fusion ERP Analytics, Oracle Fusion HCM Analytics, and an additional test environment in a single subscription number such as "1820598", then you see those details on selecting the subscription "1820598".

On the Create Instance page, under Offerings, select Development/Test in Intended Use as your first instance.
In Select a subscription, select the subscription that you want to use to create the instance and verify the subscription details to ensure that the displayed subscriptions match your Oracle Fusion Data Intelligence order.
In Fusion Application Connection, provide the URL of your Oracle Fusion Cloud Applications instance.
In Authentication, select the type of authentication you want to use: JWT Based (recommended) or Password Based.
- If you choose JWT Based (JSON web token), then upload or copy and paste the private key and public certificate files. Select Keys have been uploaded to Fusion Source to enable Test Connection.
  Note
  
  See Configure JWT Authentication Provider. While configuring the token-based authentication, ensure that you enter FAWServiceJWTIssuer as the trusted issuer.
  
  Ensure that the generated RSA encryption private key contains at least 2048 characters and that you wait at least 15 minutes for the uploaded public certificate to become effective in your Oracle Fusion Cloud Applications instance.
- If you choose Password Based, then enter the credentials of an applicable user, such as MyFAWExtractUser from your Oracle Fusion Cloud Applications instance. Prior to entering the user credentials, ensure that the applicable user is created in Oracle Fusion Cloud Applications. See Create a User in Oracle Fusion Cloud Applications to Extract Data.
Click Test Connection to check the connection to the Oracle Fusion Cloud Applications instance and confirm whether the credentials are valid.
In Autonomous Data Warehouse Credentials, provide an administrator password for the Oracle Autonomous Data Warehouse that's provisioned in your tenancy to store the transformed data.
In Network Access:
- Select Public to access the instance from anywhere.
- Select Private to access your instance from a virtual cloud network only. Prior to creating an instance with private network access, you must ensure that the prerequisites are in place. See Deploy Oracle Fusion Data Intelligence with a Private Endpoint.
Click Create Instance.

Oracle sends an email to the designated email address when your service is ready. You can display the Activity page to check the current status. When the status changes from CREATING to ACTIVE, the service is ready to use.

Navigate to the Details page for the new service to access the Oracle Fusion Data Intelligence URL and associated Oracle Autonomous Data Warehouse. From here, you can also view or modify details such as the password for your Oracle Fusion Cloud Applications instance and the administrator password for the Oracle Autonomous Data Warehouse. You can also delete the service instance that's no longer required.

If you had set up provisioning of Oracle Fusion Data Intelligence with single sign-on, then your service is associated with the federated Oracle Identity Cloud Service instance. If you hadn’t set up single sign-on for Oracle Fusion Data Intelligence, then your service is associated with the default Oracle Identity Cloud Service instance that you received with your Oracle Cloud account.

After you create an instance, for at least one hour you see the message that system initialization is in progress. During this period, Oracle Fusion Data Intelligence runs an initialization process that involves extraction of setup data from the source Oracle Fusion Cloud Applications system. You must wait for the system initialization process to complete before creating data pipelines for the functional areas.

Verify Your Instance and Sign In

Oracle sends an email to the designated email address when your Oracle Fusion Data Intelligence service instance is ready.

Sign in to the Oracle Cloud Infrastructure Console.
In Oracle Cloud Infrastructure Console, click the Navigation menu icon.
In the navigation options, click Analytics & AI. Under Analytics, click Data Intelligence.
Navigate to your service instances page.
If you've chosen public network, then navigate to the Analytics Application URL to verify that your Oracle Fusion Data Intelligence service instance is up and running. If you've chosen private network, then contact your networking team for access to the Oracle Fusion Data Intelligence url.

Create an Oracle Fusion Data Intelligence Instance without Oracle Fusion Cloud Applications Source

Create an Oracle Fusion Data Intelligence instance to connect and analyze data from non-Oracle Fusion Cloud Applications sources even if you don't have any Oracle Fusion Cloud Applications products. This instance doesn't require an Oracle Fusion Cloud Applications source to start using Oracle Fusion Data Intelligence.

Oracle Fusion Data Intelligence automatically displays your subscription details in the Offerings section. For example, if you're subscribed for 20 Oracle Fusion ERP Analytics users, then you see the number of users for the instance automatically configured for 20 Oracle Fusion ERP Analytics users. If you've multiple subscriptions such as Oracle Fusion ERP Analytics and Oracle Fusion HCM Analytics, then you see details of all the subscriptions.

Sign in to the Oracle Cloud Infrastructure Console.
If you've provisioned Oracle Fusion Data Intelligence with single sign-on, then sign in using the federated Oracle Identity Cloud Service. See Set Up Provisioning with Single Sign-On.
In Oracle Cloud Infrastructure Console, click the Navigation menu icon, click Analytics & AI, and then under Analytics & AI, click Data Intelligence.
On the Instances page, in Compartment, select a compartment if you want to place the service instance in a compartment other than the default root compartment that Oracle created for you.

Note

Ensure that you have created a compartment before you select it here. See Managing Compartments.
On the Instances page, click Create Instance.

Note

If you haven't purchased a subscription, then the Create Instance button isn't active.
On the Create Instance page, enter a Display Name, Name, Description, and an email to receive notifications about the instance in Notification Email.
On the Create Instance page, under Offerings, verify that the displayed subscriptions match your Oracle Fusion Data Intelligence order and select Development/Test as your first instance.
In Fusion Application Connection, ensure to deselect the Set up Fusion Connection check box.
In Autonomous Data Warehouse Credentials, provide the password for the OAX_USER user who can access the Oracle Autonomous Data Warehouse that's provisioned in your tenancy to store the transformed data.
To reset the password for this user, see Reset the Password for OAX_USER Schema.
In Network Access:
- Select Public to access the instance from anywhere.
- Select Private to access your instance from a virtual cloud network only. Prior to creating an instance with private network access, you must ensure that the prerequisites are in place. See Deploy Oracle Fusion Data Intelligence with a Private Endpoint.
Click Create Instance.

Navigate to the Details page for the new service to access the Oracle Fusion Data Intelligence URL and the associated Oracle Autonomous Data Warehouse and Oracle Analytics Cloud instances. Because you didn't set up a connection to an Oracle Fusion Cloud Applications source, Oracle Fusion Data Intelligence displays a message on the Data Configuration page asking you to set up a data source connection as an initial step.

Create an Integrated Oracle Fusion Data Intelligence Instance

In your Oracle Fusion Cloud Applications service, if you've selected integration with Oracle Fusion Data Intelligence, then you can create an integrated Oracle Fusion Data Intelligence instance.

See Self-Service Integration with Fusion Data Intelligence.

An Oracle Fusion Data Intelligence integrated instance is directly attached to your Oracle Fusion Cloud Applications service and uses the same cloud tenancy and identity provider. This enables you to use the Oracle Fusion Cloud Applications resources such as users, groups, roles seamlessly in Oracle Fusion Data Intelligence. The integrated instance uses OAuth authentication to verify the user permissions automatically for creating and accessing the instance. If you’ve existing non-OAuth instances, then you can’t convert them to OAuth, however a new instance can use the OAuth authentication.

Sign in to Oracle Fusion Cloud Applications.
Navigate to the Environment page and add Fusion Data Intelligence to an Oracle Fusion Cloud Applications environment.

See Self-Service Integration with Fusion Data Intelligence.

After completing this step, you're redirected to the Create Instance page in Oracle Fusion Data Intelligence.
On the Create Instance page, verify that these are prefilled:
- Name - derived from the name of your Oracle Fusion Cloud Applications instance.
- Display Name - derived from the name of your Oracle Fusion Cloud Applications instance.
- Tags - as applicable.
- Notification Email - pre-filled with the email ID of the current user signed into Oracle Fusion Cloud Applications.
- Intended Use - same as the intended use of your Oracle Fusion Cloud Applications instance.
- Offerings - Subscription related information from your Oracle Fusion Data Intelligence subscription order.
- Fusion Application Connection - Name and URL derived from your Oracle Fusion Cloud Applications instance. The authentication type must be OAuth.
- Oracle Autonomous Data Warehouse Username - defaults as ADMIN.
Note

In Description, enter text such as Oracle Fusion Data Intelligence instance linked to Oracle Fusion Cloud Applications name.
You can modify these, if required:
- Name
- Display Name
- Tags
- Notification Email
In Autonomous Data Warehouse Administrator Credentials, provide an administrator password for the Oracle Autonomous Data Warehouse that's provisioned in your tenancy to store the transformed data.
Click Create Instance.

Oracle sends an email to the designated email address when your service is ready. If the Oracle Fusion Data Intelligence integrated instance creation fails or if the integrated Oracle Fusion Data Intelligence instance fails to attach to the Oracle Fusion Cloud Applications instance, then reach out to Oracle Support to get help about the next steps. After the integrated instance is successfully created, the Integrations page in Oracle Fusion Cloud Applications displays the integrated Oracle Fusion Data Intelligence instance details such as Service (name that appears here is along the lines of analytics_warehouse_<name of Oracle Fusion Cloud Applications>, Integration status (active), Source (self-service), Type (Fusion Data Intelligence), and Application URL (URL of Oracle Fusion Data Intelligence). Clicking on "Service" takes you to the Oracle Fusion Data Intelligence Oracle Cloud Infrastructure Console for that instance and clicking on the URL launches the Oracle Fusion Data Intelligence user interface. The Oracle Fusion Data Intelligence Instance details page shows the information of the attached Oracle Fusion Cloud Applications along with the Oracle Fusion Cloud Applications url to help you navigate to Oracle Fusion Cloud Applications.