An Oracle White Paper March 2009

Understanding Oracle iSetup Dependencies for General Foundation, Product Foundation, and Organization Structure Selection Sets

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Oracle White PaperUnderstanding iSetup Dependencies

Executive Overview............................................................................. 2 Introduction ......................................................................................... 2 Objective ............................................................................................. 3 Contents and Presentation Formats ................................................... 4 Listing of Selection Sets and their components .................................. 4 General Foundation ........................................................................ 4 Product Foundation......................................................................... 5 Organization Structure .................................................................... 6 General Foundation Selection Set Dependencies .............................. 7 Dependency Detail - Table View ..................................................... 7 Dependency Detail - Diagram View ................................................ 8 Product Foundation Selection Set Dependencies............................... 9 Dependency Detail - Table View ..................................................... 9 Dependency Detail - Table View (Continued) ............................... 10 Dependency Detail - Diagram View .............................................. 11 Organization Structure Selection Set Dependencies ........................ 12 Dependency Detail - Table View ................................................... 12 Dependency Detail - Diagram View .............................................. 13

Oracle White PaperUnderstanding iSetup Dependencies

Executive Overview
Oracle iSetup is a powerful tool to manage configuration data within the E-Business Suite environment. The product provides customers with tools to manage the extraction, loading, archiving, and reporting of configuration data throughout their environments. In Release 12, there are over 300 distinct, Oracle authored and supported iSetup APIs covering a range of solutions including AOL objects, Financials, HRMS, Manufacturing and Distribution, and Projects, to name a few. Configuration data is stored in relational database tables within the E-Business Suite instance. In many cases, any certain iSetup component will have dependencies on parent records existing in the target instance. Customers will need to be aware of these dependencies if they wish to be successful in using iSetup. The purpose of this document is to detail those dependencies for three of the core Selection Sets, namely General Foundation, Product Foundation, and Organization Structures.

Introduction
To be successful in using iSetup, users must be aware of the dependencies between different types of configuration data. To use a simple example, customers often wish to migrate Descriptive Flexfields from one instance to another. However, Descriptive Flexfields records are dependent on related records from Responsibilities and Value Set Values. Therefore, customers must load Responsibilities and Value Set Values APIs prior to loading the Descriptive Flexfield API to ensure that all of the dependencies are taken into account. It is also important to note that dependencies exist outside of iSetup selection sets, as well as between selection sets. For example, Concurrent Programs has a dependency on Application Name records being present in the target instance. For a variety of practical reasons, there is no iSetup API to manage Application Name records. Therefore, users will have to manually populate those records in the target instance prior

Oracle White PaperUnderstanding iSetup Dependencies

to using the Concurrent Program iSetup API to load Concurrent Programs records into that instance.

Objective
The purpose of this document is to detail dependencies among and between selection set components so that customers can incorporate them into their iSetup process and methodology.

This document will cover the three core selection sets: General Foundation, Product Foundation, and Organization Structures. Separate documents will cover the other selection sets.

This document covers only dependencies in Release 12.x.

Oracle White PaperUnderstanding iSetup Dependencies

Contents and Presentation Formats

This document addresses each component in each selection set. Each component is presented in two ways; a table displaying dependencies, parent and child records; and a flow chart that graphically details the component relationships within a particular selection set.

An example of information in the table is as follows:

REQUIRED RECORDS IN THE TARGET, NOT POPULATED BY COMPONENT NAME Descriptive Flexfields ISETUP
None

PARENT COMPONENT
Request

CHILD COMPONENT
Descriptive Flexfields Key Flexfields Users

Groups
Menus

LEGEND FOR TABLE: O O COMPONENT NAME: NAME OF THE ISETUP ARTIFACT REQUIRED RECORDS IN THE TARGET, NOT POPULATED BY ISETUP: LISTING OF PREDECESSOR RECORDS (ENTERED MANUALLY) THAT MUST EXIST IN THE TARGET ENVIRONMENT TO PERMIT A SUCCESSFUL LOAD. O PARENT COMPONENT: LISTING OF ISETUP COMPONENTS THAT ARE PREDECESSORS OF THE PARTICULAR ISETUP COMPONENTS O CHILD COMPONENT: LISTING OF ISETUP COMPONENTS THAT ARE CHILD RECORDS FOR THE PARTICULAR ISETUP COMPONENT

Listing of Selection Sets and their components

General Foundation
1. 2. 3. 4. 5. 6. Lookups Printers Request Groups Menus Responsibilities Users

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7. 8. 9.

Key Flexfields Descriptive Flexfields Document Sequence Assignment

10. Document Sequences 11. Value Set Values 12. Document Sequence Categories 13. Concurrent Programs

Product Foundation
1. HRMS Foundation a. Locations

b. Business Groups c. Legal Entities

d. Operating Units e. 2. Organizations

Financials Foundation a. Chart of Accounts

b. Accounting Calendars c. Code Combinations

d. Currencies e. f. g. Journal Reversal Criteria Accounting Setups Ledger Sets

h. Data Access Sets i. j. 3. Bank Accounts Cash Management System Parameters

Manufacturing Foundation a. Units of Measure

Oracle White PaperUnderstanding iSetup Dependencies

b. Freight Carriers 4. All Profile Options

Organization Structure
1. 2. 3. 4. 5. 6. 7. 8. 9. Locations Business Groups Legal Entities Operating Units Organizations Organization Structure Versions Organization Structures Organization Structure Elements (Hierarchies) Job Groups

10. Jobs 11. Grades 12. Position Structures 13. Position Structure Elements (Hierarchies) 14. Position Structure Versions 15. Positions 16. Payrolls

Oracle White PaperUnderstanding iSetup Dependencies

General Foundation Selection Set Dependencies

Dependency Detail - Table View
Important: Application setup data is the prerequisite for many of the Application Object Library (FND) setups, such as Menus, Responsibility, and Concurrent Programs. iSetup does not currently migrate custom applications, so customers will need to manually create them on the target instance before loading any dependent FND data.
REQUIRED RECORDS IN THE TARGET, NOT POPULATED COMPONENT NAME Lookups Printers Request Groups Menus Responsibilities BY ISETUP
Application None Application Application Application

PARENT COMPONENT
None None None None Request Groups Menus

CHILD COMPONENT
None None Responsibilities Responsibilities Descriptive Flexfields Key Flexfields Users

Users Key Flexfields

None Application

Responsibilities Responsibilities Value Set Values

None None

Descriptive Flexfields

Application

Responsibilities Value Set Values

None

Document Sequence Assignment Document Sequence

None

Document Categories Document Sequence

None

None

None

Document Sequence

Assignments Value Set Values

None None Descriptive Flexfields Key Flexfields Users

Document Sequence Categories Concurrent Programs

None

None

Document Sequence

Assignments
Application Names Value Set Values None

Oracle White PaperUnderstanding iSetup Dependencies

Dependency Detail - Diagram View

Lookups

Request Groups

Responsibilites
Menus

Users

Descriptive Flexfields
Printers

Key Flexfields
Value Set Values

Concurrent Programs

Document Categories

Document Sequence Assignments

Document Sequences

Oracle White PaperUnderstanding iSetup Dependencies

Product Foundation Selection Set Dependencies

Dependency Detail - Table View

REQUIRED RECORDS IN THE TARGET, NOT COMPONENT NAME HMRS: Locations HMRS: Business Groups HMRS: Legal Entities HMRS: Operating Units HMRS: Organizations Financials Foundation: Chart of Accounts POPULATED BY ISETUP
Application None None None None None

PARENT COMPONENT
None Locations Business Groups Accounting Setups Operating Units None

CHILD COMPONENT
None Legal Entities None Organizations None Account Code

Combinations
Accounting Setups Data Access Sets Ledger Sets

Financials Foundation: Accounting Calendars

None

None

Accounting Setups Data Access Sets Ledger Sets

Financials Foundation: Code Combinations Financials Foundation: Currencies Financials Foundation: Journal Reversal Criteria Financial Foundation: Accounting Setups

None

Chart of Accounts

Accounting Setups

None

None

Accounting Setups Freight Carriers

None

None

Accounting Setups

None

Accounting Calendars Chart of Accounts Code Combinations Currencies Journal Reverse Criteria

Operating Units

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Dependency Detail - Table View (Continued)

REQUIRED RECORDS IN THE TARGET, NOT COMPONENT NAME Financials Foundation: Ledger Sets Financials Foundation: Data Access Sets Financials Foundation: Bank Accounts Financials Foundation: Cash Management System Parameters Manufacturing Foundation: Units of Measure Manufacturing Foundation: Freight Carriers All Profile Options
None None Currencies Inventory Organization Organization Parameters None None None None None None None None None None None

POPULATED BY ISETUP
None

PARENT COMPONENT
Accounting Calendars Chart of Accounts Accounting Calendars Chart of Accounts None

CHILD COMPONENT
None

None

None

10

Oracle White PaperUnderstanding iSetup Dependencies

Dependency Detail - Diagram View

Locations

Business Groups

Legal Entities

Chart of Accounts

Account Code Combinations

Ledger Sets

Accounting Calendars
Data Access Sets

Journal Reversal Criteria

Accounting Setups

Operating Units

Currencies
Freight Carriers

Organizations

Bank Accounts

Cash Management System Parameters

Units of Measure

All Profile Options

11

Oracle White PaperUnderstanding iSetup Dependencies

Organization Structure Selection Set Dependencies

Dependency Detail - Table View

REQUIRED RECORDS IN THE TARGET, NOT COMPONENT NAME Locations POPULATED BY ISETUP
None

PARENT COMPONENT
None

CHILD COMPONENT
Legal Entities Business Groups

Business Groups

None

Locations

Grades Job Groups Organization Structures Payrolls Position Structures

Legal Entities Operating Units Organizations Organization Structure Versions Organization Stucture

None None None None

Locations Legal Entities Operating Units Organization Structures

Operating Units Organizations Positions Organization Structure

Elements
None Business Groups Organization Structure

Versions Organization Structure Elements Job Groups Jobs Grades Position Structures
None None None None None Organization Structure None

Versions
Business Groups Job Groups Business Groups Business Groups Jobs Positions None Position Structure

Versions Position Structure Elements Position Structure Versions Positions

None Organizations Jobs None None Position Structure None

Versions
Position Structures Position Structure

Elements
None

Payrolls

None

Business Groups

None

12

Oracle White PaperUnderstanding iSetup Dependencies

Dependency Detail - Diagram View

Locations

Business Groups

Job Groups

Jobs

Positions

Legal Entities

Org. Structures

Org. Structure Versions

Org. Structure Elements

Operating Units

Position Structures

Position Structure Versions

Position Structure Elements

Organizations

Payroll

Grades

13

Understanding Oracle iSetup Dependencies for General Foundation, Product Foundation, and Organization Structure Selection Sets March 2009 Author: Kenneth Baxter Contributing Authors: Mugunthan Srinivasan Oracle Corporation World Headquarters 500 Oracle Parkway Redwood Shores, CA 94065 U.S.A. Worldwide Inquiries: Phone: +1.650.506.7000 Fax: +1.650.506.7200 oracle.com 0109 Copyright 2009, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission.

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