Updated: Feb '23
Oracle's Fusion SaaS applications cloud is built on a single data model that connects end-to-end business processes across Human Capital Management (HCM), Enterprise Resource Planning (ERP), Customer Experience (CX) and Supply Chain Management (SCM) functionalities.
While Oracle is providing a common extension and configuration framework across all Fusion SaaS applications, every pillar has also provided additional purpose-built tools and utilities that supports easier and faster deployment.
Objective for this blog, is to provide you with a high-level overview of implementation setup, configuration and migration considerations during your Fusion SaaS application implementation.
Customization and extensions that are available using Oracle Platform as a Service (PaaS) services are not covered in this article.
Oracle Fusion SaaS application supports all configurations and extensions to be performed at run time using browser-based configuration and administration tools. Users with the administrative privilege can access most of the runtime configurations. The recommended best practice is all configurations must be done in a TEST environment, and migrate the configurations to PRODUCTION environment.
Functional Setup Manager (“FSM”) is the core component of Oracle Fusion applications that allows developers/administrators to manage application offerings and design objects. It provides an efficient and consistent implementation process experience for all Fusion applications across CX, ERP, HCM and SCM pillars.
With FSM, you can
Browser-based composers and tools are used to perform run-time configurations and extensions within Oracle Fusion applications to modify user interface, navigation, security, reports & analytics, and help based on your business requirements.
The table below provides high level summary of all configuration and administration tools.
|Setup and Maintenance
|Functional setup manager used to manage the implementation projects and tasks.
|Manage Offerings, Enterprise Structures, Adding additional flex fields for key objects, pre-packaged lists/tasks for every module.
|Browser based run-time page editor tool used to modify User Interface pages and components to suit your business needs.
|Add/Hide fields, add validations, change default content, save queries.
|Browser based design and run-time tool used to extend object model changes and user interface.
- Preferred tool for Sales, Service Cloud
- Also used in ERP & SCM Cloud for selected modules & objects
|Add new fields to standard objects, create global functions, custom objects, relationships, security, workflows/approvals, email templates, etc.
|Configure navigator and springboard preferences for home page.
|Create groups and page entries;
Show or hide functional / feature components / objects in home page
|To change look and feel of the application pages.
|Change logo, background image, color, Icons, home page display, etc.
|User Interface Text
|To change a specific term across all pages.
|Change “Buyer” to “Customer” OR “Account” to “Companies”.
|Make comprehensive replacements of words or phrases that appear in messages, labels, and other areas of your user interface.
|Change label “Accounts” to “Companies” in all screens.
|Enables you to send informational notifications to HCM cloud users by email and work list.
|Recruiting workflow notification
|Used to create/modify reports, layouts, filters and subject areas.
|Reports, Data exports for integrations
|End user tool to customize application look and feel without affecting other users.
|Dashboards, application pages
An interpreted objected oriented programming language for Java Virtual Machine (“JVM”).
- Widely used and supported in Sales, Service Cloud
- Very limited use in other modules
|Validation rules, triggers to objects/fields
|Visual Builder Studio (VB Studio / VBS)
Changes made using Visual Builder Studio are called application extensions. Your test environment is automatically populated with an instance of VB Studio.
|Display fields, add business logic, rearrange, hide fields, create your own application User Interface and deploy them along side within Fusion Applications instance.
Sandboxes are testing environments for developers/configurators/administrators and users can’t see. Sandbox configurations will be available to all users after publishing the configurations to mainline code. Sandbox allows developers/configurators/administrators to test application extensions in an isolated environment. Sandbox stores temporary copies of portions of metadata used to test the configurations before deploying them.
Applications metadata changes and data security changes are stored in a sandbox, and are validated before publishing the configurations to the mainline.
Configuration: These changes are made by administrators, and such changes affect many users. For example, you might hide some menu items in the Navigator, or create a new page for all users.
Application Extension: These changes are made by one or more application developers and administrators using Visual Builder Studio, and such changes affect all users. For example, you may want to add a new field to a table, or rearrange the fields in a form. There's one application extension for each base application, which many people contribute to.
Personalization: These changes are made by individual users, and they affect only the users who made the changes. As an administrator, you can't make personalizations for any specific user. Personalizations are also limited to certain types of changes, such as hiding infolets or resizing table columns.
The diagram and table below provide you with a high-level mapping of tools across pillars as a guideline. It is recommended that you review the latest documentation and plan your implementation and configuration tools accordingly.
Note that Application Composer is widely used in Sales and Fusion Service Cloud, and for selected objects of ERP and SCM.
The configuration set contains configurations from all product families. Configuration set contains most of the application changes performed with Application Composer, Page Composer, Appearance, User Interface Text, Structure, Page Integration and application core setup data configured using FSM such as messages, look-ups, data security, flex fields, value sets, attachments, deep links, changes to Enterprise scheduler service (ESS) jobs, and others.
The diagram below shows a high-level view of migrating configurations and extensions between environments.
|Configuration Set Migration (“CSM”)
Compressed file containing artifacts from modifying application. Used for migrating (Create, download & upload and import) configurations across all product families between environments with same patch level. CSM migration would only migrate customization. You can export and import configurations manually from the Oracle cloud Applications instance's migration page, or configure CSM builds jobs and pipelines in VB Studio to automate the export & import process.
|Enterprise roles, new duty roles, and role hierarchy changes, which are made directly in Security Console aren't migrated.
|FSM Export & Import
To move configurations and extensions to another environment, such as the production environment.
|Move functional setup data such as descriptive flex fields, value sets, lookups,etc.
|Environment Refresh is the service entitlement that you should request to migrate data from a source environment to a target environment.
From a production environment to a non-production environment (P2T).
From a non-production environment to another non-production environment (T2T).
Extensibility Resource Center (Oracle CX Sales and B2B Service) (Doc ID 2115336.1)
Oracle Applications Cloud Service Definition - Environment Refresh (Doc ID 2015788.1)
Bala has over 27 years of techno-functional and hands-on product development, implementation, solution architecture and consulting delivery experience with most of his career spent in architecture, design, development and deployment of applications and technology both on-premises and cloud. His expertise on data management, data integration, data quality and data governance has enabled him to help several customers globally in Hi-Tech, healthcare, financial, life-sciences, automotive and manufacturing industries.