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FBDI Data Migration Notes

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55 views

FBDI Data Migration Notes

PPM Documents

Uploaded by

Jagadeesh Babu
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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Notes for Loading Resource Assignments Data

1. Extract Data from Source Application

 Begin by extracting resource assignment data from your project


management or ERP system.

 Ensure that the extracted data matches the open interface or


template structure you will be working with.

Two Methods for Data Extraction:

 Method 1: Export the data in a spreadsheet (Excel format) with the


same columns and order as the template.

o Example columns: Resource ID, Assignment Start Date,


Assignment End Date, Project Code, Assigned Hours.

 Method 2: Use SQL queries, ODI (Oracle Data Integrator), or similar


tools to extract data into .CSV files. The column structure and order
in the .CSV file must match the template.

o Example .CSV structure:

Copy code

ResourceID, StartDate, EndDate, ProjectCode, HoursAssigned

1001, 2023-01-01, 2023-02-28, PROJ001, 150

1002, 2023-03-01, 2023-04-15, PROJ002, 120

2. Ensure Data Matches the Template

 The data must align perfectly with the template:

o Column names: Must match the template (e.g., ResourceID,


StartDate, EndDate).

o Column order: Ensure the columns appear in the same


sequence as the template.

 Example:

Copy code

ResourceID | StartDate | EndDate | ProjectCode | HoursAssigned

1001 | 2023-01-01 | 2023-02-28 | PROJ001 | 150

1002 | 2023-03-01 | 2023-04-15 | PROJ002 | 120

If Oracle supports direct .CSV uploads, you can extract the data using SQL
or Oracle Data Integrator (ODI) and generate a .CSV file that matches the
required column structure and format. This method allows you to upload
the file directly into Oracle, provided it adheres to Oracle's specifications
for data imports, such as correct column names, order, and formatting.

3. Copy and Paste Data into the Template

 If you extract data in a spreadsheet format, copy and paste it into


the corresponding worksheet of the provided template.

 Example: Paste the data into the Resource Assignments


worksheet, ensuring it is placed in the correct columns.

4. Save and Load the Data

 Once the data is pasted into the template:

o Save the workbook if it’s macro-enabled.

o Alternatively, export it into .CSV files if required by the


system.

 Use the macro or import function in your system to load the


resource assignment data into the target application.

Example Workflow:

1. Extract the Data: Export resource assignment data into a


spreadsheet or .CSV.

2. Match the Template: Ensure the data's column names and order
match the template.

3. Paste into Template: Open the relevant worksheet in the template


and paste the data.

4. Load the Data: Save or export the data and use the system's
import function to load it into the application.

 Oracle Integration Cloud (OIC):

 OIC is a cloud-based integration platform designed to help


applications communicate with each other in real-time. It supports
application integration, process automation, and API
management.

 It focuses on connecting cloud and on-premises applications,


orchestrating workflows, and exposing or consuming APIs.

 OIC is ideal for integrating SaaS applications (e.g., Oracle Cloud


ERP, Salesforce, Workday) and automating business processes like
approval workflows and notifications.
 It allows for real-time integration between systems, meaning that
changes in one system can trigger updates or actions in another
system immediately.

Use Case: Integrating Oracle Cloud ERP with Salesforce for real-time
customer data updates, where a new customer added in Salesforce
automatically creates a customer record in Oracle ERP.

 Oracle Data Integrator (ODI):

 ODI is an Extract, Transform, and Load (ETL) tool designed


primarily for batch data integration and processing large volumes
of data between different databases or file systems.

 It focuses on moving data, applying transformations (data


cleansing, aggregation, etc.), and loading the data into a target
system (such as a data warehouse).

 ODI is more suited for data warehousing, business intelligence,


and scenarios where bulk data movement is required rather than
real-time application integration.

 It operates on the batch processing model, which means data is


extracted, transformed, and loaded at scheduled intervals (daily,
weekly, etc.).

Use Case: Extracting sales data from various sources (Oracle, MySQL, flat
files), transforming it (e.g., aggregating by region or sales team), and
loading it into a data warehouse for reporting.

Using ODI to transfer data into Oracle Fusion Cloud involves extracting
data from a source system, transforming it to match the FBDI templates,
generating CSV files, and loading them into Fusion Cloud using the FBDI
process or APIs. This process is highly automated and scalable, making
ODI a powerful tool for migrating and synchronizing data with Oracle
Fusion Cloud.

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