An Introduction to Functional Setup Manager Smitha Ratnam and Chitra Mitra March 2013

Agenda Functional Setup Manager: At-a-Glance Product Overview

Functional Setup Manager: At-a-Glance

Functional Setup Manager What is it? Agile and Adaptive Fusion Applications Setup through Self-Service Administration Lines of Business Change IMPLEMENTED Functional Setup Manager Empowers business users to manage their changing business needs in less time and at lower cost

Why use it? Integrated, Guided Process An integrated, guided process for planning, configuration, implementation, deployment and maintenance of functional setup at the business user level CONFIGURABLE & EXTENDABLE Prepackaged list of setup tasks can be easily configured and extended to better fit with the business requirements Consolidated setup task list Auto-generated, sequential task lists include prerequisites and address dependencies to give full visibility to end-to-end setup requirements Export & Import FOR RAPID-START Specific implementations can be used as templates to facilitate reuse and rapid-start of consistent applications setup across many instances COMPREHENSIVE REPORTING A set of built-in reports help to analyze, validate and audit configurations, implementations and setup data

Who uses it? Customers Systems Implementers SaaS Ops Fusion Apps Dev Implementation Project Managers Systems Administrators Functional Users Application Developers

Manage Implementation Projects Manage Configuration Packages How does it work? Each step builds up on the actions taken in the previous steps to provide a fully integrated process Plan Configure Implement Getting Started Configure Offerings Manage Implementation Projects Manage Configuration Packages Export & Import All Tasks (Search) Maintain

Functional Setup Manager: Product Overview

Review setup requirements Plan: Getting Started Review setup requirements Use predefined Offerings for guided implementations Review reports to get full visibility to implementation requirements Feature/Functionality details Setup data requirements Impacted transactional processes Why? To prepare for the decisions needed in the later phases of the implementation

Configure: Configure Offerings Configure for your business Configure Offerings to match your business requirements Select applicable features to customize implementation Why? The auto generated list of setup tasks for your implementation will be tailored to your selections

Implement: Manage Implementation Projects Generate Setup Task List Create Implementation Project to generate setup task list Get complete transparency to end-to-end setup requirements Note… Your configuration determines which tasks are included/excluded from the list Sequential list shows all dependencies

Implement: Manage Implementation Projects Enter setup data through self-service Open setup UI directly from assigned task to enter data

Export/Import: Manage Configuration Package Rapid start with setup Export/Import Deploy setup at a new instance by using export and import Why? Set up once and then reuse to rapid start Fusion Applications implementation at many instances

Export/Import: Manage Configuration Package Create export/import definition Select an implementation project to create a configuration package for setup export and import Why? Setup data hierarchy of the implementation project determines the sequence in which setup data is exported and imported

Export/Import: Manage Configuration Packages Customize setup data export/import View data to be exported and imported and their default sequencing If applicable: Exclude any data from export by un- checking Change default import sequence Filter exported data Know your data before you customize If your customization excludes setup data needed by other setups, import might fail

Export/Import: Manage Configuration Packages Validate data after export and import View setup data reports after export and import Open UI directly from exported/imported object list

Maintain: Search and Perform Tasks Maintain setup over time Search and perform tasks on one-off basis to maintain setup over time Why? Quick and easy data maintenance without an elaborate implementation project

Functional Setup Manager: Product demo