Typical Workflow to Administer Oracle Fusion Data Intelligence
If you’re setting up Oracle Fusion Data Intelligence for the first time, then follow these tasks as a guide.
| Task | Description | More Information |
|---|---|---|
| Activate your Oracle Fusion Data Intelligence subscription. | After your order for the Oracle Fusion Data Intelligence subscription has been processed, you receive a Welcome email asking you to activate your Oracle Fusion Data Intelligence subscription. If your sales representative also included a Universal Credits subscription as part of your order, you receive a separate Welcome email asking you to activate that as well. | Activate the Oracle Fusion Data Intelligence Subscription |
| Sign into the Oracle Cloud Infrastructure Console. | After you activate the service, use the cloud account credentials to access your
services.
If you're planning to use single sign-on to access Oracle Fusion Data Intelligence, then Set Up User Access to Oracle Fusion Data Intelligence Using Single Sign-On before proceeding with this and the subsequent tasks. |
Sign In to the Oracle Cloud Infrastructure Console |
| Use the Oracle Cloud Infrastructure Console to access the service pages. | When you sign in to the Console, you'll see the home page. Use the navigation menu in the upper left to navigate to the service pages where you create, manage, and view your cloud resources. | Access Your Service |
| (Optional) Add a user with administrator permissions for the service. | Add a user with full administrator permissions of the default administrator of the service. | Add Users with Administrator Permissions |
| Create a user to extract data | If you want to use the password-based basic authentication to connect to your source system, then you must provide credentials of a user who has the appropriate privileges to extract data from Oracle Fusion Cloud Applications into Oracle Fusion Data Intelligence. | Create a User in Oracle Fusion Cloud Applications to Extract Data |
| Set up user access to Oracle Fusion Data Intelligence using single sign-on. | You can set up how users from Oracle Fusion Cloud Applications access Oracle Fusion Data Intelligence using single sign-on. This setup eases the management of various user names and passwords. It enables you to synchronize users and roles in Oracle Fusion Cloud Applications with Oracle Identity Cloud Service and then enable these users to access Oracle Fusion Data Intelligence. | Set Up User Access to Oracle Fusion Data Intelligence Using Single Sign-On |
| Create an instance for Oracle Fusion Data Intelligence. | Use the Console to create an instance.
If you’ve set up provisioning with single sign-on, which federates your tenancy with Oracle Identity Cloud Service, then you create the Fusion Data Intelligence instance in the federated Oracle Identity Cloud Service instance. If your tenancy isn’t federated with an identity provider, then you create the Fusion Data Intelligence instance in the default Oracle Identity Cloud Service instance that's available with your Oracle Fusion Data Intelligence subscription. |
Create an Oracle Fusion Data Intelligence Subscription Instance |
| Verify the Oracle Fusion Data Intelligence instance. | You receive an email when your instance is ready. Check that you can sign in and that your instance is up and running. | Verify Your Instance and Sign In |
| Create and associate users and groups. | When you set up provisioning with single sign-on, you enable synchronization of
users and their associated roles from Oracle
Fusion Cloud Applications to your Oracle Fusion Data Intelligence instance. After the initial synchronization, if you add users in
your Oracle
Fusion Cloud Applications instance, they're automatically available in your identity
provider because you've enabled synchronization. You can also add
additional users in your identity provider if you've the User
Administrator role in it. In Oracle Fusion Data Intelligence, you can view the users and groups on the Security page but you
can't create, modify, or delete them.
When you set up provisioning without single sign-on, to access Oracle Fusion Data Intelligence, manually create Oracle Fusion Cloud Applications users and groups (these are the equivalent of job roles in Oracle Fusion Cloud Applications) in your identity provider and then assign the groups (job roles) to users. |
Set Up User Access to Oracle Fusion Data Intelligence Using Single Sign-On |
| Configure data security. | Ensure that users have appropriate access to use Oracle Fusion Data Intelligence. Access to subject areas and data depends on the roles assigned to the users. | Manage Users, Groups, Application Roles, and Data Access |
| Configure Oracle Fusion Data Intelligence data. | Set up global and reporting configurations, and create data pipelines for functional areas to copy your Oracle Fusion Cloud Applications data to the data warehouse. | Configure Oracle Fusion Data Intelligence Data |