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FDI – Production Instance Setup for Standard Dashboards (Best Practice)
Hello Experts,
I have completed the full configuration on our TEST instance for Oracle Fusion Data Intelligence:
- Configured Pipeline Parameters
- Activated all required Functional Areas
- Ran Data Pipelines
- Completed Scheduled and Detailed Data Validation
Now the standard dashboards are working correctly, and I am starting development of 10 custom dashboards.
However, we are planning to go live first with the standard dashboards only.
My question is regarding the Production instance:
Do we need to repeat the entire configuration process in PROD?
Specifically:
- Do we need to configure Pipeline Parameters again in Production?
- Do we need to activate all Functional Areas again?
- Do we need to run Data Validation again?
- Is there any migration approach or best practice to move configuration from TEST to PROD?
- What is the recommended best practice sequence for Production go-live?
If anyone has implemented FDI in Production, could you please share the recommended steps or lessons learned?
Thank you in advance for your support.
Answers
-
For points 1 and 2 you can leverage migrating your settings using a Data Configuration bundle, as per About Bundles . For point 4 you may use a Content, SME or Security bundles too.
As for point 3 data validation, we can assume Prod database is different from Dev. So it makes sense to validate your Prod data.
As for point 5, please check our Implementation Guide at Plan the Go Live Activities .
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@User_OBU92 , Welcome to the Oracle Analytics Community!
Here is a practical and easy-to-follow approach for moving FDI from TEST to Production.
Phase 1 – Get the Production Environment Ready
Before any configuration starts, make sure the Production environment is fully prepared.
- Provision the Production instance of Oracle Fusion Data Intelligence
- Confirm that Autonomous Data Warehouse is sized correctly for Production data volumes
- Validate connectivity between FDI and the Production Oracle Fusion Cloud Applications environment
Phase 2 – Configure FDI in Production
Now configure FDI in the Production instance.
- Set up Pipeline Parameters (Fusion connection details, filters, start dates, etc.)
- Activate all required Functional Areas
- Run the initial full data load
- Monitor pipelines to ensure they complete successfully
Phase 3 – Validate the Data
After the data load completes, perform proper validation.
- Run Scheduled Data Validation
- Run Detailed Data Validation
- Reconcile totals with Fusion UI reports
- Compare row counts and financial balances
- Do not skip this step even if TEST was validated successfully, Production data volumes and security may differ.
Phase 4 – Validate Security
Next, confirm users can see the correct data.
- Sync Fusion roles
- Validate role-based data access
- Test row-level security
- Test with different business user personas (Finance, HR, Procurement, etc.)
Most Production issues typically occur in this phase, so test carefully.
Phase 5 – Go Live with Standard Dashboards
Once data and security are validated:
- Obtain business signoff
- Communicate go-live plan to users
- Enable Production access
At this stage, only the standard dashboards are released
Phase 6 – Move Custom Dashboards to Production (After Go-Live)
After the standard dashboards are live:
- Freeze custom development in TEST
- Export catalog objects and custom artifacts
- Import them into Production
- Perform regression testing
- Release custom dashboards to users
Hope it helps!
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