Oracle by Example brandingGet Started with FSM to Import and Export Resource Alerts

section 0Before You Begin

This tutorial shows you how to export and import resource alerts using FSM. This tutorial also shows you how to copy a resource alert from the alerts composer tool.

Background

Alerts Composer is a tool that enables you to send informational notifications to Oracle HCM Cloud users by email and worklist. Resource Alerts are based on Oracle HCM Cloud REST API resources. For example, Visa Expiration Resource alert can be triggered when a worker visa is approaching expiration. Notifications are sent to the worker and the manager informing them of visa expiration.

Use Functional Setup Manager to import and export Resource Alert packages across environments. For example, export and import resource alerts setup data from one application environment to another environment.

Alerts Composer also provides the flexibility to copy an existing resource alert.

section 1Create Implementation Project to Export Resource Alerts

  1. Login as an implementation user and create a new implementation project.

    Navigator > Other > Setup and Maintenence > Tasks > Manage Implementation Projects

  2. Choose Create from Actions in Search Results section

  3. Create a new implementation project:

    Attribute Value
    Name PER WORKERS RESOURCE ALERTS PROJECT V1
    Code PER_WORKERS_RESOURCE_ALERTS_PROJECT_V1
    Description Project for Global HR Resource Alerts
    Start Date sysdate
    4. Fig 1.1 Create Implementation Project
  4. Add the task to the project.
    • Click Save and Open Project.
    • In Task Lists and Tasks table, choose Select and Add task action.
    • Search for Manage HCM Alerts.
    • Select and Add Task.
    Fig 1.2 Select and Add Task
    Fig 1.3 Implementation Project with Task
  5. Click Done.

section 2Create a Configuration Package and Export the Template

  1. Create a configuration package.

    Navigator > Other > Setup and Maintenence > Tasks > Manage Configuration Packages

  2. Create a package:

    Attribute Value
    Source Implementation Project PER WORKERS RESOURCE ALERTS PROJECT V1
    Name PER WORKERS RESOURCE ALERTS PACKAGE V1
    Code PER_WORKERS_RESOURCE_ALERTS_PACKAGE_V1
    Description Package for Global HR Resource Alerts
    Tracking Implementation Project PER WORKERS RESOURCE ALERTS PROJECT V1
    3. Fig 1.4 Create Configuration Package
  3. Click Next.
  4. Enable Export for all displayed business objects.Note that this option will be enabled by default for Alert, Alert Template and Recipient.
    5. Fig 1.5 Select Objects for Export

  5. Select scope for the Alerts to be included in the package:

    • Select and Add Alerts.
    Fig 1.5 Select and Add Alerts
    Fig 1.6 Select Object and Scope
  6. Click Submit.
  7. Click Refresh in Export and Import Processes section to check status of export setup data.
  8. After the process completes successfully, select Download Configuration Package in the Download option.
    9. Fig 1.7 Export and Import Processes
  9. Save the package ZIP file in your local folder.
  10. Click Done.

section 3Import Template Package into Target Environment

  1. Go to the target environment where the template needs to be imported.

    Navigator > [Others] Setup and Maintenance

  2. Select Manage Configuration Packages from Actions.
  3. Click on Upload and select the zip file to be uploaded.
    4. Fig 1.8 Upload Configuration Package
  4. Click Submit.
    5. Fig 1.9 Submit Upload
  5. After the upload completes successfully, click Import Setup Data.
    6. Fig 1.10 Import Setup Data
  6. Click Next in Enter Basic Information.
  7. Click Submit in Select Pauses for External Import.
    8. Fig 1.11 Import Setup Data
  8. Confirm import process completes successfully.
    9. Fig 1.12 Status of Import Process
  9. Click Done.

next stepReview Imported Template in Alerts Composer Tool

  1. Go to the Alerts Composer tool in the target environment.

    Navigator > [Tools] Alerts Composer

  2. Search on the Employee Visa Expiration Resource Template imported from the template package file.
    3. Fig 1.12 Imported Resource Alert
  3. Confirm that the resource alert is imported successfully. It is recommended that you create a copy of the imported alert before making changes to it.

next stepCopy the Alert Template

  1. Go to the Alerts Composer tool.

    Navigator > [Tools] Alerts Composer

  2. Search the alert to be copied. In this example, search the Employee Visa Expiration Resource Template imported from the template package file.
  3. Select the resource and choose Copy Action.
    4. Fig 1.13 Imported Resource Alert
  4. Create a copy of the resource alert.
  5. Provide a new name for the copied alert.
  6. Select option to copy filters.
  7. Select the templates to be copied.
    8. Fig 1.14
  8. Click Save and Close.