Oracle SaaS Cloud: Fusion Data Intelligence

Technical & Configuration – Part 2

Document: 2025 / 21

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Contents
1. Introduction.................................................................................................................................................................................................................... 3
1.1. What is Fusion Data Intelligence? ..................................................................................................................................................................... 3
1.2. Benefits.................................................................................................................................................................................................................. 3
2. Prerequisites Checklist ................................................................................................................................................................................................ 4
3. Environment and Access Preparation ....................................................................................................................................................................... 4
3.1. Provision Required Oracle Cloud Services ...................................................................................................................................................... 4
3.2. Set Up Fusion Applications as a Source System ............................................................................................................................................ 5
3.3. Networking and Security Configuration............................................................................................................................................................ 5
4. Data Pipeline Setup (ETL) ........................................................................................................................................................................................... 6
4.1. Launch Data Configuration Console (DCC) ..................................................................................................................................................... 6
4.2. Configure and Monitor ETL Jobs ....................................................................................................................................................................... 6
5. Identity, Roles, and Security Setup ............................................................................................................................................................................ 7
5.1. Set Up Identity and Access (IDCS or OCI IAM) .............................................................................................................................................. 7
6. Semantic Model and Data Configuration .................................................................................................................................................................. 8
6.1. Activate and Customize Subject Areas ............................................................................................................................................................ 8
6.2. Business Metadata and Hierarchy Configuration ............................................................................................................................................ 8
7. Testing and Validation.................................................................................................................................................................................................. 9
7.1. Data Reconciliation and Validation .................................................................................................................................................................... 9
7.2. Performance Tuning and Job Monitoring ......................................................................................................................................................... 9
8. Reporting and Visualization (Oracle Analytics Cloud) ............................................................................................................................................. 9
8.1. Enable and Customize Dashboards .................................................................................................................................................................. 9
8.2. Self-Service BI Setup ........................................................................................................................................................................................ 10
9. Maintenance and Support ......................................................................................................................................................................................... 10
10. Supporting Tools & Documentation .................................................................................................................................................................... 10

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1. Introduction
Fusion Data Intelligence (FDI) is Oracle’s next-generation data platform that brings together transactional data from Oracle Fusion
Cloud Applications with advanced analytics, AI, and machine learning to deliver actionable insights.

Here’s a step-by-step, detailed technical and configuration guide for implementing Oracle Fusion Data Intelligence Platform
(DIP) — formerly known as Fusion Analytics Warehouse (FAW).

This guide focuses on all key infrastructure, integration, and data pipeline setup steps, leading to a fully functional DIP
environment.

1.1. What is Fusion Data Intelligence?

• A data, analytics, and AI platform integrated with Oracle Fusion Applications (e.g., HCM, ERP, SCM, CX).

• A pre-packaged SaaS analytics solution powered by Oracle Autonomous Data Warehouse (ADW) and Oracle Analytics Cloud
(OAC).

• Built using semantic models, business metrics, data pipelines, and machine learning models designed by Oracle.

• Connected to Fusion Apps, third-party sources, and custom data for a 360-degree business view.

• It includes:

o Prebuilt dashboards, KPIs, semantic models, and data pipelines.

o AI/ML-driven predictions and forecasts.

o Embedded Natural Language Query (NLQ) and mobile-friendly analytics.

1.2. Benefits
• Reduces time-to-insight with prebuilt models.

• Minimizes data engineering effort.

• Integrates AI-driven decision support directly into workflows.

• Ensures governed, secure enterprise reporting.

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2. Prerequisites Checklist

Requirement Owner Status

Fusion Cloud Access (ERP, HCM) Functional Admin

OCI Subscription & Compartment Setup Cloud Admin

IDCS Federation/SCIM Sync Security Admin

DIP License Provisioned Oracle Sales

Integration User Created in Fusion Security Admin

3. Environment and Access Preparation

3.1. Provision Required Oracle Cloud Services
Provision the following components from Oracle Cloud Infrastructure (OCI):

Component Purpose

Fusion Data Intelligence (DIP) Main analytics engine and semantic layer

Autonomous Data Warehouse (ADW) Stores transformed and analytics-ready data

Object Storage Temporary staging for data movement

Oracle Analytics Cloud (OAC) Visualization, dashboarding, self-service analytics

Tools Used: OCI Console, Oracle Marketplace

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3.2. Set Up Fusion Applications as a Source System
You will connect your Oracle Fusion Apps (ERP, HCM, etc.) to DIP.

Steps:

• Identify Fusion instance URL (e.g., [Link]

• Create Integration User in Fusion Cloud with appropriate roles:

o BI Administrator Role

o FAW Integration Role

• Enable and whitelist IP addresses to allow connectivity between Fusion and OCI

Note: Use REST API or Oracle Integration Cloud (OIC) for data extraction from Fusion.

3.3. Networking and Security Configuration

• Set up VCN and Subnets in OCI
• Create Service Gateway and Internet Gateway if needed
• Update Security Lists and NSGs to allow traffic
• Ensure OCI IAM policies allow:
o ADW read/write
o Object Storage access
o Fusion API access

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4. Data Pipeline Setup (ETL)
Oracle provides a prebuilt pipeline framework to extract, load, and transform data from Fusion to ADW using ODI or GoldenGate
under the hood.

4.1. Launch Data Configuration Console (DCC)

Use DIP’s Data Configuration Console to orchestrate and monitor pipelines.

Steps:

1. Log into DIP Admin Console

2. Go to Data Configuration Console

3. Choose Fusion Source System

4. Select required functional areas (e.g., GL, AP, HR)

5. Set data extraction type:

o Initial Full Load

o Incremental Load (via Change Data Capture - CDC)

6. Choose data refresh frequency (e.g., daily at 2 AM)

Note: Oracle uses prebuilt ODI pipelines with metadata-driven configuration, so no coding is needed.

4.2. Configure and Monitor ETL Jobs

• Enable each pipeline via DIP Admin Console

• Validate the job schedule (Oracle Scheduler behind the scenes)

• Use Job Monitor to check:

o Status: Success/Failure

o Start and end time

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 o Record counts

• Review logs in Object Storage (errors, skipped records)

5. Identity, Roles, and Security Setup

5.1. Set Up Identity and Access (IDCS or OCI IAM)
• DIP is secured via Oracle Identity Cloud Service (IDCS) or OCI IAM Federation

• Set up SCIM Integration if using external identity providers

Steps:

1. Map Fusion user roles to DIP roles:

o FAW_FINANCE_ANALYST, FAW_HCM_MANAGER, etc.

2. Assign users/groups to roles:

o Admin → Full access to configuration

o Analyst → Create dashboards

o Consumer → View dashboards only

3. Configure Row-Level Security (RLS):

o Based on BU, Legal Entity, Cost Center, or Department

Validation: Log in as multiple test users and ensure only authorized data is visible.

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6. Semantic Model and Data Configuration
6.1. Activate and Customize Subject Areas

DIP comes with prebuilt subject areas (semantic models) for each functional area.

Steps:

1. Navigate to Semantic Model Console

2. Enable relevant subject areas:
o Finance: GL, AR, AP, Projects
o HCM: Workforce, Payroll
o SCM: Inventory, Procurement
3. Customize labels, hierarchies, and visibility rules
4. Add derived metrics (e.g., Days Sales Outstanding, Absenteeism %)
5. Extend model (optional):
o Upload custom CSV
o Integrate with external DB or REST API

Tool: Oracle Semantic Modeler (browser-based)

6.2. Business Metadata and Hierarchy Configuration

• Fiscal Calendar: Add custom time periods or fiscal years

• COA Segment Values: Link with chart of accounts from Fusion ERP
• Organizational Hierarchies: Department, Region, BU

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7. Testing and Validation
7.1. Data Reconciliation and Validation

Validate that DIP data matches Fusion source data (OTBI, BIP).

Area Validation Type

GL Balances Trial balance vs DIP
Headcount Fusion HR vs DIP
Vendors Master record counts
Transactions Aging report, AP payments

Run full-load then incremental load tests. Validate record volumes and transformations.

7.2. Performance Tuning and Job Monitoring

• Tune ADW: Set indexes, optimize materialized views (optional)

• Use ADW Performance Hub for slow queries

• Configure notifications and alerts for job failures or data delays

8. Reporting and Visualization (Oracle Analytics Cloud)

8.1. Enable and Customize Dashboards
• Use prebuilt OAC dashboards per module

• Customize or build new dashboards using OAC interface

• Enable mobile-friendly reports via OAC Mobile

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 8.2. Self-Service BI Setup
• Train users to create dashboards using drag-and-drop

• Enable ad-hoc analysis

• Publish reports to user groups or dashboards

9. Maintenance and Support

Post-Go-Live Checklist

• Set up weekly data reconciliation

• Maintain job logs

• Review Oracle’s monthly patch/release notes

• Update subject areas as Oracle publishes new content

10. Supporting Tools & Documentation

Tool Purpose

Data Configuration Console (DCC) Setup and monitor ETL

Semantic Modeler Model customization

OAC Console Dashboard creation

Job Monitor ETL job tracking

IDCS / IAM Console Role and security

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