R12 System Administrator Fundamentals Updated

R12 System Administrator Fundamentals Student Guide

D49195GC10 Edition 1.0 July 2007 D51755

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Author Mildred Wang, Robert Farrington, Clara Jaeckel, Melody Yang Technical Contributors and Reviewers Donna Johnson, Leta Davis, Barbara Waddoups, Gary Lemmons, Roman Kratochvil, Roger Wigenstam, Venkata Vengala, Biju Mohan, Gursat Olgun, Maxine Zasowski, Sunil Ghosh This book was published using:

oracletutor

Table of Contents Introduction .....................................................................................................................................................1-1 Introduction ...................................................................................................................................................1-3 Course Objectives..........................................................................................................................................1-4 Overview .......................................................................................................................................................1-5 Oracle Applications System Administration .................................................................................................1-6 Oracle Workflow Component........................................................................................................................1-7 Oracle Applications Flexfields Component...................................................................................................1-8 Additional Material........................................................................................................................................1-9 Introduction to Oracle Applications Security ...............................................................................................2-1 Introduction to Oracle Applications Security ................................................................................................2-3 Objectives ......................................................................................................................................................2-4 Successive Layers of Access Control ............................................................................................................2-5 Increasing Flexibility and Scalability ............................................................................................................2-6 Function Security...........................................................................................................................................2-8 Data Security .................................................................................................................................................2-9 Oracle User Management Layers of Access Control.....................................................................................2-11 Role Based Access Control (RBAC) .............................................................................................................2-12 Delegated Administration..............................................................................................................................2-14 Registration Processes ...................................................................................................................................2-16 Self Service and Approvals ...........................................................................................................................2-18 Summary........................................................................................................................................................2-19 Function Security.............................................................................................................................................3-1 Function Security...........................................................................................................................................3-3 Objectives ......................................................................................................................................................3-4 Overview of Function Security......................................................................................................................3-5 Defining a New Application User .................................................................................................................3-7 Custom Applications .....................................................................................................................................3-8 Defining an Application ................................................................................................................................3-9 Registering an Oracle ID ...............................................................................................................................3-10 Data Groups...................................................................................................................................................3-11 Securing Functions ........................................................................................................................................3-13 Defining a Menu............................................................................................................................................3-14 Identifying Existing Menu Structures...........................................................................................................3-16 Menu Guidelines ...........................................................................................................................................3-17 Creating a Menu ............................................................................................................................................3-18 Modifying an Existing Menu Definition ......................................................................................................3-20 Navigator Menus ...........................................................................................................................................3-21 The Menu Viewer..........................................................................................................................................3-22 Viewing Node Properties in the Menu Viewer..............................................................................................3-23 Adding a Custom Form Function ..................................................................................................................3-24 Using Responsibilities ...................................................................................................................................3-25 Responsibility Components ...........................................................................................................................3-27 Defining a New Responsibility......................................................................................................................3-28 Responsibility Creation Process ....................................................................................................................3-29 Defining a New Responsibility......................................................................................................................3-30 Excluding Functions and Menus ...................................................................................................................3-31 Summary........................................................................................................................................................3-32 Introduction to Data Security.........................................................................................................................4-1 Introduction to Data Security.........................................................................................................................4-3 Objectives ......................................................................................................................................................4-4 Introduction to Data Security.........................................................................................................................4-5 Copyright © Oracle Corporation, 2006. All rights reserved.

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Data Security Components - Objects.............................................................................................................4-7 Grants ............................................................................................................................................................4-8 Permissions and Permission Sets...................................................................................................................4-9 Data Security Policies....................................................................................................................................4-10 Example of a Data Security Policy ................................................................................................................4-11 Summary........................................................................................................................................................4-12 Introduction to Oracle User Management ....................................................................................................5-1 Introduction to Oracle User Management .....................................................................................................5-3 Objectives ......................................................................................................................................................5-4 What Is Oracle User Management? ...............................................................................................................5-5 Access Control Model ...................................................................................................................................5-6 Successive Layers of Access Control ............................................................................................................5-7 Increased Flexibility and Scalability..............................................................................................................5-8 Function Security...........................................................................................................................................5-9 Responsibilities..............................................................................................................................................5-10 Data Security .................................................................................................................................................5-11 Role Based Access Control (RBAC) .............................................................................................................5-12 Delegated Administration..............................................................................................................................5-13 Delegating to Proxy Users .............................................................................................................................5-15 Provisioning Services ....................................................................................................................................5-16 Self-Service and Approvals ...........................................................................................................................5-18 Login Assistance ...........................................................................................................................................5-19 Summary........................................................................................................................................................5-20 Implementing Oracle User Management.......................................................................................................6-1 Implementing Oracle User Management.......................................................................................................6-3 Objectives ......................................................................................................................................................6-4 Implementing Oracle User Management.......................................................................................................6-5 Steps for Implementing Oracle User Management........................................................................................6-6 Configuring and Testing Oracle User Management ......................................................................................6-9 Introduction to Roles .....................................................................................................................................6-10 Examples of Roles .........................................................................................................................................6-11 Defining Roles: Data Security Policies .........................................................................................................6-12 Defining Roles: Assigning a Single Responsibility and All Its Functions to a Role .....................................6-13 Assigning a Single Responsibility to a Role and Granting Specific Functions to a Role ..............................6-14 Defining Roles: Assigning Multiple Responsibilities to a Role ....................................................................6-15 Role Inheritance Hierarchies .........................................................................................................................6-16 Role Categories .............................................................................................................................................6-17 Assigning Permissions to Roles.....................................................................................................................6-18 Advantages of Roles Over Responsibilities...................................................................................................6-20 Phase II: Define Roles ...................................................................................................................................6-22 Steps for Creating Roles: Define a Role Category ........................................................................................6-23 Steps for Creating Roles: Create a Role within the Role Category ...............................................................6-24 Steps for Creating Roles: Place Role in Role Inheritance Hierarchy.............................................................6-25 Steps for Creating Roles: Assign Permissions to Roles.................................................................................6-26 Steps for Creating Roles: Assign Role to a New Person ...............................................................................6-27 Steps for Creating Roles: Test Role as Customer Administrator...................................................................6-28 Delegated Administration..............................................................................................................................6-29 What Is Delegated Administration?...............................................................................................................6-30 User Administration Privileges......................................................................................................................6-31 User Administration Privileges (cont.) ..........................................................................................................6-32 Role Administration Privileges......................................................................................................................6-33 Seeded Permissions for User Administration ................................................................................................6-34 Managing Roles with Role Administration ...................................................................................................6-35 Seeded Permissions for Role Administration ................................................................................................6-36 Organization Administration Privileges ........................................................................................................6-37 Seeded Permissions for Organization Administration ...................................................................................6-38 Copyright © Oracle Corporation, 2006. All rights reserved.

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Delegated Administration vs. Traditional System Administration ................................................................6-39 Phase III: Setting Up Delegated Administration ...........................................................................................6-40 Steps for Implementing Delegated Administration: Set Up User Administration for a Role ........................6-41 Steps for Implementing Delegated Administration .......................................................................................6-42 Registration Processes ...................................................................................................................................6-45 Registration Processes: Core Components ....................................................................................................6-47 Self-Service Account Requests......................................................................................................................6-48 Requests for Additional Access.....................................................................................................................6-49 Account Creation by Administrators .............................................................................................................6-50 Phase IV: Creating Registration Processes ....................................................................................................6-51 Steps for Creating Registration Processes: Provide Required Description Information................................6-52 Steps for Creating Registration Processes: Enter Runtime Execution Information.......................................6-54 Steps for Creating Registration Processes: Enter Eligibility Information......................................................6-55 Steps for Creating Registration Processes: Register Subscriptions to Business Events ................................6-56 Steps for Creating Registration Processes: Optionally Set Profile Options...................................................6-57 Steps for Creating Registration Processes: Optionally Set Login Page UI Attributes...................................6-59 Steps for Creating Registration Processes: Test as Customer Administrator ................................................6-61 Managing Proxy Users ..................................................................................................................................6-62 Self-Service Features.....................................................................................................................................6-64 Login Assistance ...........................................................................................................................................6-66 Summary........................................................................................................................................................6-67 Profile Options .................................................................................................................................................7-1 Managing Profile Options..............................................................................................................................7-3 Objectives ......................................................................................................................................................7-4 Personal Profile Values .................................................................................................................................7-5 System Profile Options - Profile Hierarchy Types ........................................................................................7-6 Profile Hierarchy Levels - Security ...............................................................................................................7-7 Profile Hierarchy Levels – Organization .......................................................................................................7-8 Profile Hierarchy Levels - Server ..................................................................................................................7-9 System Profile Options..................................................................................................................................7-10 Using User Profile Values as Defaults .........................................................................................................7-11 Profile Categories ..........................................................................................................................................7-12 Auditing Related Profile Options ..................................................................................................................7-13 Currency-Related Options .............................................................................................................................7-15 Flexfield-Related Options..............................................................................................................................7-16 Online Reporting-Related Options ................................................................................................................7-18 Personal Output Viewer Options ...................................................................................................................7-19 User-Related Concurrent Request Profile Options ........................................................................................7-20 Security Signon Profile Options ....................................................................................................................7-22 Summary........................................................................................................................................................7-24 Auditing System Resources.............................................................................................................................8-1 Auditing System Resources...........................................................................................................................8-3 Objectives ......................................................................................................................................................8-4 Auditing Oracle Applications ........................................................................................................................8-5 Auditing User Activity ..................................................................................................................................8-6 Signon Audit Profile Option..........................................................................................................................8-7 Signon Audit Reports ....................................................................................................................................8-8 Signon Audit Forms Report...........................................................................................................................8-9 Signon Audit Concurrent Requests Report....................................................................................................8-10 Signon Audit Responsibilities Report............................................................................................................8-11 Signon Audit Unsuccessful Logins Report....................................................................................................8-12 Signon Audit Users Report............................................................................................................................8-13 Purge Audit Records......................................................................................................................................8-14 Monitor Users Window .................................................................................................................................8-15 Auditing Database Changes...........................................................................................................................8-16 Steps for Setting Up AuditTrail.....................................................................................................................8-17 Copyright © Oracle Corporation, 2006. All rights reserved.

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Identify Tables and Columns to Audit...........................................................................................................8-18 Create an Audit Group...................................................................................................................................8-19 Audit Tables Window....................................................................................................................................8-20 Identifying the Schema to be Audited ...........................................................................................................8-21 Enabling Audit Processing ............................................................................................................................8-22 Audit Shadow Tables.....................................................................................................................................8-23 Shadow Table Views .....................................................................................................................................8-24 Summary........................................................................................................................................................8-25 Managing Printers...........................................................................................................................................9-1 Managing Printers..........................................................................................................................................9-3 Objectives ......................................................................................................................................................9-4 Oracle Print Definition Components .............................................................................................................9-5 Relationships of the Printer Components ......................................................................................................9-7 Formatting Information .................................................................................................................................9-8 Defining Printers............................................................................................................................................9-10 Finding Existing Printer Types......................................................................................................................9-11 Registering a New Printer..............................................................................................................................9-12 Defining a New Printer Type.........................................................................................................................9-13 Printing with Pasta.........................................................................................................................................9-14 Setup for Basic Printing with Pasta ...............................................................................................................9-15 The pasta.cfg file ...........................................................................................................................................9-16 Modifying an Existing Printer Type to Use Pasta .........................................................................................9-17 Generating Other Formats using the Preprocessing Option...........................................................................9-19 Using Pasta with XML Publisher ..................................................................................................................9-20 Other Customization Materials for Oracle Applications Printing..................................................................9-22 Summary........................................................................................................................................................9-23 Introduction to Oracle Applications Manager..............................................................................................10-1 Introduction to Oracle Applications Manager (OAM) ..................................................................................10-3 Objectives ......................................................................................................................................................10-4 What is Oracle Applications Manager? .........................................................................................................10-5 Benefits of Oracle Applications Manager......................................................................................................10-6 Oracle Applications Manager Integrates with … ..........................................................................................10-7 Application Management Pack for Oracle E-Business Suite.........................................................................10-9 Navigation in OAM .......................................................................................................................................10-10 Applications Dashboard ................................................................................................................................10-11 Site Map.........................................................................................................................................................10-13 Administration...............................................................................................................................................10-14 Monitoring.....................................................................................................................................................10-15 Maintenance ..................................................................................................................................................10-16 Diagnostics and Troubleshooting ..................................................................................................................10-17 Setting Up Oracle Applications Manager......................................................................................................10-18 Summary........................................................................................................................................................10-19 System Monitoring in Oracle Applications Manager...................................................................................11-1 System Monitoring in Oracle Applications Manager ....................................................................................11-3 Objectives ......................................................................................................................................................11-4 System Status Overview................................................................................................................................11-5 System Status – Configuration Changes........................................................................................................11-7 System Status – Web Components Status .....................................................................................................11-8 System Status – System Alerts ......................................................................................................................11-10 System Status – User Initiated Alerts ............................................................................................................11-12 Performance...................................................................................................................................................11-13 Critical Activities...........................................................................................................................................11-15 Critical Activities Setup.................................................................................................................................11-16 System Alerts, Metrics, Logs.........................................................................................................................11-17 Database Initialization (init.ora) Parameters..................................................................................................11-19 Copyright © Oracle Corporation, 2006. All rights reserved.

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Business Flows ..............................................................................................................................................11-20 Monitoring Oracle E-Business Suite Security ...............................................................................................11-22 Monitoring E-Business Suite Security Setup - Diagnostic Tests...................................................................11-24 Applications Dashboard - Security ................................................................................................................11-25 Database Status Details .................................................................................................................................11-26 Application Services......................................................................................................................................11-27 Monitoring Forms..........................................................................................................................................11-28 Forms Runaway Processes ............................................................................................................................11-29 Forms Sessions ..............................................................................................................................................11-31 Forms Runtime Processes..............................................................................................................................11-33 Host Management..........................................................................................................................................11-35 Host Management - Status.............................................................................................................................11-37 Host Management - Configuration ................................................................................................................11-38 Setting Up Oracle Applications Manager......................................................................................................11-39 Dashboard Configuration and Alerting Setup................................................................................................11-40 Setting Up Dashboard Configuration and Alerting .......................................................................................11-41 OracleMetaLink Credentials Setup................................................................................................................11-43 Knowledge Base Setup..................................................................................................................................11-44 Concurrent Requests Setup............................................................................................................................11-45 Signon Audit Setup........................................................................................................................................11-46 Summary........................................................................................................................................................11-47 Diagnostics and Troubleshooting with Oracle Applications Manager .......................................................12-1 Oracle Applications Manager - Diagnostics and Troubleshooting ................................................................12-3 Objectives ......................................................................................................................................................12-4 Diagnostics and Troubleshooting in Oracle Applications Manager ..............................................................12-5 Applications Dashboard - Diagnostics ..........................................................................................................12-7 Troubleshooting Wizards...............................................................................................................................12-9 Concurrent Manager Recovery Wizard .........................................................................................................12-11 Service Infrastructure Wizard........................................................................................................................12-13 Generic Collection Service (GCS) and Forms Monitoring Wizard ...............................................................12-14 CP Signature..................................................................................................................................................12-15 Dashboard Collection Wizard........................................................................................................................12-17 Support Cart...................................................................................................................................................12-18 Summary........................................................................................................................................................12-20 Managing Concurrent Programs and Reports .............................................................................................13-1 Managing Concurrent Requests.....................................................................................................................13-3 Objectives ......................................................................................................................................................13-4 Concurrent Requests, Programs, and Managers ............................................................................................13-6 Business Needs for Concurrent Processing ...................................................................................................13-7 Business Needs for Standard Request Submission........................................................................................13-8 Definitions .....................................................................................................................................................13-9 Submit Request Flow.....................................................................................................................................13-11 Submit a New Request ..................................................................................................................................13-12 Using the Parameters Window ......................................................................................................................13-13 Defining a Submission Schedule ...................................................................................................................13-14 Defining Completion Options........................................................................................................................13-16 Request ID .....................................................................................................................................................13-17 Reprinting a Report .......................................................................................................................................13-18 Use the Requests Window to View and Change Requests ............................................................................13-19 How to Use the Requests Window ................................................................................................................13-20 Using the Requests Window..........................................................................................................................13-21 Viewer Options Window ...............................................................................................................................13-23 Canceling a Request ......................................................................................................................................13-24 Holding a Request .........................................................................................................................................13-25 Changing Request Options ............................................................................................................................13-26 Four Phases of a Concurrent Request ............................................................................................................13-27 Copyright © Oracle Corporation, 2006. All rights reserved.

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Pending Phase................................................................................................................................................13-28 Running Phase ...............................................................................................................................................13-29 Completed Phase ...........................................................................................................................................13-30 Inactive Phase................................................................................................................................................13-31 System Administrator Monitoring Privileges ................................................................................................13-32 Review Log Files...........................................................................................................................................13-33 Managing Log Files and Tables ....................................................................................................................13-34 Purge Request Results ...................................................................................................................................13-35 Grouping Concurrent Programs and Requests...............................................................................................13-36 Creating a Request Group..............................................................................................................................13-38 Using a Request Group with a Code..............................................................................................................13-39 Submitting Requests: Form Compared with Responsibility..........................................................................13-40 Implementing a Coded Request Group..........................................................................................................13-41 Customization Example.................................................................................................................................13-42 Creating the New Form Function ..................................................................................................................13-43 Passable Request Parameters.........................................................................................................................13-44 Adding the Function to the Menu..................................................................................................................13-45 Defining a Request Set ..................................................................................................................................13-46 Request Set Stages.........................................................................................................................................13-47 Stage Status ...................................................................................................................................................13-48 Linking of Stages...........................................................................................................................................13-50 Defining Request Sets Step 1: Enter Request Set Name ...............................................................................13-51 Defining Request Sets Step 2: Define a Stage ...............................................................................................13-53 Defining Request Sets Step 3: Enter Requests for Stage ...............................................................................13-54 Defining Request Sets Step 4: Enter Request Parameter...............................................................................13-55 Defining Request Sets Step 5: Link Stages ...................................................................................................13-56 Submitting a Request Set...............................................................................................................................13-57 User Request Set Privileges...........................................................................................................................13-58 System Administrator Request Set Privileges ...............................................................................................13-59 Summary........................................................................................................................................................13-60 Administering Concurrent Managers............................................................................................................14-1 Administering Concurrent Managers.............................................................................................................14-3 Objectives ......................................................................................................................................................14-4 Concurrent Requests, Programs, and Processes ............................................................................................14-5 Overview of Concurrent Processing ..............................................................................................................14-6 Generic Service Management (GSM)............................................................................................................14-7 Defining a Concurrent Manager ....................................................................................................................14-8 Defining Work Shifts.....................................................................................................................................14-10 Balancing Process Workload Over Time.......................................................................................................14-11 Work Shift Hierarchy ....................................................................................................................................14-12 Concurrent Managers Window: Program Libraries.......................................................................................14-13 Assigning Workshifts to a Manager ..............................................................................................................14-14 Specializing a Concurrent Manager...............................................................................................................14-15 Specializing a Concurrent Manager: Combined Rules ..................................................................................14-16 Specialization Rules ......................................................................................................................................14-17 Action Types .................................................................................................................................................14-18 Combining Multiple Actions Within Rules ...................................................................................................14-19 Concurrent Request Types.............................................................................................................................14-20 Using Request Types .....................................................................................................................................14-21 Conflicts Domains .........................................................................................................................................14-22 Processing Conflicts Domains.......................................................................................................................14-24 Control Functions of Concurrent Managers ..................................................................................................14-25 Internal Monitor and ICM .............................................................................................................................14-27 Defining a Transaction Manager ...................................................................................................................14-28 Viewing Log and Output Files ......................................................................................................................14-29 Managing Parallel Concurrent Processing.....................................................................................................14-30 Copyright © Oracle Corporation, 2006. All rights reserved.

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Summary........................................................................................................................................................14-32 Introduction to Oracle Workflow ..................................................................................................................15-1 Introduction to Oracle Workflow ..................................................................................................................15-3 Objectives ......................................................................................................................................................15-4 Enabling E-Business......................................................................................................................................15-5 Inter-Enterprise Business Processes ..............................................................................................................15-6 Traditional Workflow ....................................................................................................................................15-7 Workflow-Driven Business Processes...........................................................................................................15-8 Sample Workflow Process.............................................................................................................................15-10 Event-Based Workflow .................................................................................................................................15-11 Subscription-Based Processing......................................................................................................................15-12 System Integration with Oracle Workflow ....................................................................................................15-13 Business Process-Based Integration ..............................................................................................................15-14 Supported System Integration Types.............................................................................................................15-15 Designing Applications for Change...............................................................................................................15-16 Designing Applications for Integration .........................................................................................................15-19 Oracle Workflow in Oracle E-Business Suite ...............................................................................................15-21 Summary........................................................................................................................................................15-22 Oracle Workflow Components.......................................................................................................................16-1 Oracle Workflow Components ......................................................................................................................16-3 Objectives ......................................................................................................................................................16-4 Oracle Workflow Architecture ......................................................................................................................16-5 Oracle Workflow Components ......................................................................................................................16-9 Workflow Engine ..........................................................................................................................................16-10 Workflow Processes ......................................................................................................................................16-11 Supported Process Constructs........................................................................................................................16-13 Oracle Workflow Builder ..............................................................................................................................16-17 Business Event System Architecture .............................................................................................................16-18 Business Event System Components.............................................................................................................16-19 Advanced Queuing, an Enabling Technology ...............................................................................................16-20 Oracle Database Communication Alternatives..............................................................................................16-21 Accessing Oracle Workflow Web Pages .......................................................................................................16-23 Oracle Workflow Home Pages ......................................................................................................................16-24 Notification System .......................................................................................................................................16-25 Worklist Web Pages ......................................................................................................................................16-26 E-Mail Notifications ......................................................................................................................................16-27 Directory Services .........................................................................................................................................16-28 Status Monitor Web Pages.............................................................................................................................16-29 Workflow Definitions Loader........................................................................................................................16-30 Workflow XML Loader.................................................................................................................................16-31 Workflow Manager........................................................................................................................................16-32 Service Components ......................................................................................................................................16-33 Oracle Workflow Documentation..................................................................................................................16-34 Review Questions ..........................................................................................................................................16-36 Summary........................................................................................................................................................16-37 Setting Up Oracle Workflow ..........................................................................................................................17-1 Setting Up Oracle Workflow .........................................................................................................................17-3 Objectives ......................................................................................................................................................17-4 Required Setup Steps.....................................................................................................................................17-5 Step 1 Setting Global Workflow Preferences ................................................................................................17-6 Step 2 Setting Up an Oracle Workflow Directory Service ............................................................................17-9 Step 3 Running Background Engines ............................................................................................................17-13 Step 4 Configuring the Business Event System.............................................................................................17-16 Step 4 Event Message Communication .........................................................................................................17-17 Step 4 Setting Up Database Links and Queues..............................................................................................17-18 Copyright © Oracle Corporation, 2006. All rights reserved.

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Step 4 Checking Database Parameters...........................................................................................................17-19 Step 4 Scheduling Agent Listeners................................................................................................................17-20 Step 4 Scheduling Propagation......................................................................................................................17-23 Step 4 Synchronizing License Statuses .........................................................................................................17-27 Step 4 Cleaning Up the WF_CONTROL Queue...........................................................................................17-28 Step 4 Tuning Performance ...........................................................................................................................17-29 Step 4 Specifying the BPEL Server...............................................................................................................17-31 Optional Setup Steps .....................................................................................................................................17-32 Optional Step 1 Partitioning Workflow Tables .............................................................................................17-34 Optional Step 2 Setting Up Additional Languages........................................................................................17-36 Optional Step 3 Implementing Notification Mailers .....................................................................................17-38 Optional Step 4 Customizing Message Templates ........................................................................................17-41 Optional Step 5 Adding Worklist Functions to User Responsibilities...........................................................17-44 Optional Step 6 Setting the Notification Reassign Mode ..............................................................................17-46 Optional Step 7 Setting Up Notification Handling Options ..........................................................................17-47 Optional Step 8 Setting Up for Electronic Signatures ...................................................................................17-49 Optional Step 9 Customizing the Workflow Web Page Logo .......................................................................17-51 Optional Step 10 Adding Custom Icons ........................................................................................................17-52 Version Compatibility ...................................................................................................................................17-53 Review Questions ..........................................................................................................................................17-54 Summary........................................................................................................................................................17-56 Overview of Flexfields .....................................................................................................................................18-1 Overview of Flexfields ..................................................................................................................................18-3 Objectives ......................................................................................................................................................18-4 Overview .......................................................................................................................................................18-5 Customizing Oracle Applications..................................................................................................................18-6 Flexfield Structures and Flexfield Segments .................................................................................................18-7 Segment Prompts and Value Descriptions.....................................................................................................18-8 Validating Input Using Value Sets ................................................................................................................18-9 Key and Descriptive Flexfields .....................................................................................................................18-10 Key Flexfields ...............................................................................................................................................18-11 Intelligent Keys .............................................................................................................................................18-12 Key Flexfield Example: Accounting Flexfield ..............................................................................................18-14 Oracle Applications Key Flexfields...............................................................................................................18-15 Descriptive Flexfields....................................................................................................................................18-16 Using Reference Fields..................................................................................................................................18-17 Using Different Contexts: Asset Category Flexfield .....................................................................................18-18 Oracle Applications Descriptive Flexfields (Partial) .....................................................................................18-19 Standard Request Submission (SRS) and Flexfields .....................................................................................18-20 Benefits of Flexfields.....................................................................................................................................18-21 Storing Flexfield Data Internally ...................................................................................................................18-22 Implementing a Flexfield Steps ....................................................................................................................18-23 Summary........................................................................................................................................................18-24 Using Value Sets...............................................................................................................................................19-1 Using Value Sets ...........................................................................................................................................19-3 Objectives ......................................................................................................................................................19-4 Overview .......................................................................................................................................................19-5 Validating Input Using Value Sets ................................................................................................................19-6 Planning a Value Set......................................................................................................................................19-7 Types of Value Sets.......................................................................................................................................19-8 Validation Type None ...................................................................................................................................19-10 Independent Value Sets .................................................................................................................................19-11 Dependent Value Sets....................................................................................................................................19-12 Table-Validated Value Sets ...........................................................................................................................19-13 Specialized Validation Types ........................................................................................................................19-14 Translatable Independent Value Sets.............................................................................................................19-15 Copyright © Oracle Corporation, 2006. All rights reserved.

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Translatable Dependent Value Sets ...............................................................................................................19-16 Validation Types: Summary ..........................................................................................................................19-17 Planning Value Sets.......................................................................................................................................19-18 Value Set Attributes.......................................................................................................................................19-19 Planning Format Validation...........................................................................................................................19-20 Format Types and Options.............................................................................................................................19-21 Char and Number Format Editing .................................................................................................................19-22 Time, Standard Date, and Standard DateTime Format Editing .....................................................................19-23 Format Interaction .........................................................................................................................................19-24 Formatting Requirements for Translatable Value Sets .................................................................................19-25 Planning Validation Strategy.........................................................................................................................19-26 Planning Value Sets and Their Values ..........................................................................................................19-28 Planning Dependent Value Sets.....................................................................................................................19-29 Defining Value Sets.......................................................................................................................................19-30 Predefined Value Sets....................................................................................................................................19-31 Using Existing Value Sets .............................................................................................................................19-32 Value Set Usage by Key Flexfields ...............................................................................................................19-33 Value Set Usage by Descriptive Flexfields ...................................................................................................19-35 Defining a New Value Set .............................................................................................................................19-36 Defining a Dependent or Translatable Dependent Value Set ........................................................................19-37 Selecting a Value Set for Value Definition ...................................................................................................19-38 Defining Values for a Dependent or Translatable Dependent Value Set.......................................................19-39 Defining Values for a Value Set....................................................................................................................19-40 Modifying Value Definitions.........................................................................................................................19-41 Value Hierarchies ..........................................................................................................................................19-42 Defining Value Hierarchies and Qualifiers....................................................................................................19-44 Summary........................................................................................................................................................19-45 Defining Descriptive Flexfields .......................................................................................................................20-1 Defining Descriptive Flexfields.....................................................................................................................20-3 Objectives ......................................................................................................................................................20-4 Overview .......................................................................................................................................................20-5 Planning a Descriptive Flexfield ...................................................................................................................20-6 Using Descriptive Flexfields .........................................................................................................................20-8 Typical Descriptive Flexfield Information ....................................................................................................20-9 Some Oracle Applications Descriptive Flexfields.........................................................................................20-10 Identifying a Descriptive Flexfield ................................................................................................................20-11 Determining the Descriptive Flexfield Name ................................................................................................20-12 Determining Available Resources .................................................................................................................20-14 Planning Questions ........................................................................................................................................20-15 Identifying Your Information ........................................................................................................................20-16 Grouping Information By Usage ...................................................................................................................20-17 Isolate Common Information.........................................................................................................................20-18 Determine Different Contexts........................................................................................................................20-19 Descriptive Flexfield Components ................................................................................................................20-20 Global Segments............................................................................................................................................20-21 Context-Sensitive Segments ..........................................................................................................................20-22 Distinguishing Between Contexts..................................................................................................................20-23 Reference and Context Fields........................................................................................................................20-24 Using Reference Fields..................................................................................................................................20-25 Identifying Referenceable Columns ..............................................................................................................20-26 Using Context Fields .....................................................................................................................................20-27 Synchronizing the Context Field Value with the Reference Field Value ......................................................20-28 Planning Flexfields: Global Segments Only..................................................................................................20-30 Planning Flexfields: Context Segments Only ...............................................................................................20-31 Planning Flexfields: Global and Context Fields ............................................................................................20-32 Specifying the Flexfield Attributes................................................................................................................20-33 Copyright © Oracle Corporation, 2006. All rights reserved.

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Specifying the Context Field Information .....................................................................................................20-34 Specifying the Segment Attributes ................................................................................................................20-36 Storing Descriptive Flexfield Segments ........................................................................................................20-37 Descriptive Flexfield Application Tables ......................................................................................................20-38 Specifying the Segment Detail Attributes .....................................................................................................20-40 Specifying Default Values.............................................................................................................................20-43 Defining a Descriptive Flexfield ...................................................................................................................20-45 Defining Value Sets.......................................................................................................................................20-46 Locating the Flexfield Definition ..................................................................................................................20-47 Defining the Flexfield Header Attributes ......................................................................................................20-48 Defining Segment Attributes .........................................................................................................................20-49 Specifying Validation and Field Sizes...........................................................................................................20-50 Freezing and Compiling the Definition .........................................................................................................20-51 Defining Context Field Information ..............................................................................................................20-52 Defining Context-Sensitive Segments ...........................................................................................................20-54 Defining Values for a Value Set....................................................................................................................20-55 Summary........................................................................................................................................................20-56 Defining Key Flexfields ...................................................................................................................................21-1 Defining Key Flexfields ................................................................................................................................21-3 Objectives ......................................................................................................................................................21-4 Overview .......................................................................................................................................................21-6 Intelligent Keys .............................................................................................................................................21-8 Key Flexfields' Dual Purpose ........................................................................................................................21-9 Oracle Applications Key Flexfields...............................................................................................................21-10 Implementing Key Flexfields ........................................................................................................................21-11 Key Flexfield Structures................................................................................................................................21-12 Code Combinations .......................................................................................................................................21-13 Storing Code Combinations...........................................................................................................................21-14 Key Flexfield Application Tables..................................................................................................................21-15 Key Flexfield Qualifiers ................................................................................................................................21-16 Types of Qualifiers ........................................................................................................................................21-17 Flexfield Qualifiers........................................................................................................................................21-18 Segment Qualifiers ........................................................................................................................................21-20 Other Key Flexfield Options .........................................................................................................................21-21 Allowing Dynamic Insertion .........................................................................................................................21-22 Cross-Validating Values................................................................................................................................21-23 Using Shorthand Aliases ...............................................................................................................................21-24 Securing Value Set Access ............................................................................................................................21-25 Designing the Key Flexfield Layout..............................................................................................................21-26 Designing Segments ......................................................................................................................................21-27 Specifying Default Values.............................................................................................................................21-28 Planning Decisions ........................................................................................................................................21-30 Planning Key Flexfield Values......................................................................................................................21-32 Definition Procedure......................................................................................................................................21-33 Defining Value Sets.......................................................................................................................................21-34 Accessing the Key Flexfield Definition.........................................................................................................21-35 Specifying Flexfield Behavior.......................................................................................................................21-36 Defining Segment Attributes .........................................................................................................................21-37 Defining Validation and Size Attributes........................................................................................................21-38 Defining Flexfield Qualifiers.........................................................................................................................21-39 Freezing and Compiling the Definition .........................................................................................................21-40 Defining Value Set Values ............................................................................................................................21-41 Defining Segment Qualifiers .........................................................................................................................21-42 Cross-Validating Values................................................................................................................................21-43 Cross-Validation Rule Syntax .......................................................................................................................21-44 Data Type Specifications and Cross-Validation Rules ..................................................................................21-45 Copyright © Oracle Corporation, 2006. 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R12 System Administrator Fundamentals Table of Contents x

Preparing for Cross-Validation......................................................................................................................21-46 Defining Cross-Validation Rules...................................................................................................................21-47 Cross-Validation Reports ..............................................................................................................................21-48 Comparing Cross-Validation and Security Rules ..........................................................................................21-49 Using Shorthand Aliases ...............................................................................................................................21-50 Using Full and Partial Aliases .......................................................................................................................21-51 Typical Key Flexfields Using Aliases ...........................................................................................................21-52 Defining an Alias...........................................................................................................................................21-53 Defining an Alias Template...........................................................................................................................21-54 Recompiling the Flexfield Definition ............................................................................................................21-55 Flexfields: Shorthand Entry Profile Option ...................................................................................................21-56 Flexfields: Show Full Value Profile Option ..................................................................................................21-57 Modifying Existing Alias Definitions............................................................................................................21-58 Securing Value Set Access ............................................................................................................................21-59 Security and Value Sets.................................................................................................................................21-60 Constructing Security Rules ..........................................................................................................................21-61 Specifying Acceptable Values.......................................................................................................................21-62 Using Multiple Clauses .................................................................................................................................21-63 Rules with Overlapping Values .....................................................................................................................21-64 Rules Without Overlapping Values ...............................................................................................................21-65 Implementing Flexfield Security ...................................................................................................................21-66 Enabling Security for a Value Set .................................................................................................................21-67 Enabling Security for a Segment ...................................................................................................................21-68 Enabling Security for a Program Parameter ..................................................................................................21-70 Defining Security Rules.................................................................................................................................21-71 Assigning Security Rules...............................................................................................................................21-72 Defining Key Flexfields Summary ...............................................................................................................21-74 Using Advanced Validation Capabilities .......................................................................................................22-1 Using Advanced Validation Capabilities.......................................................................................................22-3 Objectives ......................................................................................................................................................22-4 Overview .......................................................................................................................................................22-5 Advanced Validation Options........................................................................................................................22-6 Table-Validated Value Sets ...........................................................................................................................22-7 Defining a Table-Validated Value Set...........................................................................................................22-8 Restricting Values Retrieved from a Table....................................................................................................22-9 Limitations on Using SQL WHERE Clauses ................................................................................................22-10 Using Multiple Tables for Validation............................................................................................................22-11 Other Advanced Validation Options..............................................................................................................22-12 Using $PROFILES$ ......................................................................................................................................22-13 Using :block.field ..........................................................................................................................................22-14 Using $FLEX$...............................................................................................................................................22-15 Cascading Dependencies Using $FLEX$......................................................................................................22-16 Using Special Value Sets...............................................................................................................................22-17 Using Pair Value Sets ....................................................................................................................................22-18 Summary........................................................................................................................................................22-19 Appendix - Administering Folders.................................................................................................................23-1 Appendix - Administering Folders ................................................................................................................23-3 Objectives ......................................................................................................................................................23-4 Folders: Definition.........................................................................................................................................23-5 Administering Folders: Topics ......................................................................................................................23-6 Assigning a Default Folder to a Responsibility .............................................................................................23-7 Assigning a Default Folder to a User.............................................................................................................23-8 Assigning Ownership of a Folder ..................................................................................................................23-9 Deleting a Folder Definition..........................................................................................................................23-10 Summary........................................................................................................................................................23-11

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R12 System Administrator Fundamentals Table of Contents xi

Appendix - Incorporating a Custom Program..............................................................................................24-1 Appendix - Incorporating a Custom Program................................................................................................24-3 Objectives ......................................................................................................................................................24-4 Using Custom Programs in Oracle Applications ...........................................................................................24-5 Assumptions for Incorporating a New Program ...........................................................................................24-6 Components of a Concurrent Program ..........................................................................................................24-7 Adding a Custom Program to Oracle Applications ......................................................................................24-8 Identifying the Executable.............................................................................................................................24-9 Creating the Concurrent Program ..................................................................................................................24-11 Concurrent Program Parameters Window .....................................................................................................24-13 Associating a Program with a Request Group ...............................................................................................24-15 Submitting the Concurrent Program ..............................................................................................................24-16 Summary........................................................................................................................................................24-17 Appendix - Incorporating Custom Help Files ...............................................................................................25-1 Appendix - Incorporating Custom Help Files................................................................................................25-3 Objectives ......................................................................................................................................................25-4 Customizing Help ..........................................................................................................................................25-5 Oracle Applications Help System Utility ......................................................................................................25-6 Help System Utility Setup: Define Directory Paths.......................................................................................25-7 Downloading Help Files ................................................................................................................................25-8 Identify Help Files for Customization ...........................................................................................................25-9 Identify the Language and Product of the Files ............................................................................................25-10 Downloading Help Files for Editing..............................................................................................................25-11 Linking Help Files .........................................................................................................................................25-12 Special Syntax versus Conventional HTML..................................................................................................25-13 Cross-Application Links................................................................................................................................25-14 Related Topics Links .....................................................................................................................................25-15 Related Topics Links Syntax .........................................................................................................................25-16 Uploading Your New or Changed Help Files................................................................................................25-17 File Upload Steps...........................................................................................................................................25-18 Updating the Search Index.............................................................................................................................25-20 Creating Reports ............................................................................................................................................25-21 Running Reports ............................................................................................................................................25-22 Customizing Help Navigation Trees..............................................................................................................25-23 Help Builder Functions..................................................................................................................................25-24 The Help Builder ...........................................................................................................................................25-25 Opening a Tree for Editing ............................................................................................................................25-26 Adding New Help Files to a Tree ..................................................................................................................25-27 Adding New Nodes to a Tree ........................................................................................................................25-28 For Further Information.................................................................................................................................25-29 Summary........................................................................................................................................................25-30 Guided Demonstrations and Practices...........................................................................................................26-1 Guided Demonstrations and Practices ...........................................................................................................26-3 Practice - Users..........................................................................................................................................26-4 Solution - Users .........................................................................................................................................26-5 Practice - Data Groups...............................................................................................................................26-9 Solution – Data Groups .............................................................................................................................26-11 Practice - Menus ........................................................................................................................................26-13 Solution - Menus .......................................................................................................................................26-16 Practice - Query-Only Forms.....................................................................................................................26-24 Solution - Query-Only Forms ....................................................................................................................26-25 Practice - Responsibilities..........................................................................................................................26-30 Solution - Responsibilities .........................................................................................................................26-32 Guided Demonstration - Data Security Policy Example............................................................................26-36 Guided Demonstration - Creating Role Categories ...................................................................................26-37 Practice - Creating a Role and Placing it in a Role Inheritance Hierarchy ................................................26-38 Copyright © Oracle Corporation, 2006. 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R12 System Administrator Fundamentals Table of Contents xii

Solution – Creating a Role and Placing it in a Role Inheritance Hierarchy...............................................26-40 Practice - Assigning Permission Sets to the Role ......................................................................................26-42 Solution – Assigning Permission Sets to the Role.....................................................................................26-44 Guided Demonstration - Setting Up Delegated Administration ................................................................26-45 Practice - Testing Delegated Administration.............................................................................................26-47 Solution – Testing Delegated Administration............................................................................................26-49 Practice - Creating a Registration Process for the Role .............................................................................26-51 Solution – Creating a Registration Process for the Role............................................................................26-53 Practice - Testing the Registration Process for the Role............................................................................26-54 Solution – Testing the Registration Process for the Role ..........................................................................26-56 Practice - Profile Options...........................................................................................................................26-58 Solution - Profile Options..........................................................................................................................26-59 Practice - Auditing Resources....................................................................................................................26-61 Solution - Auditing Resources...................................................................................................................26-62 Guided Demonstration - Support Cart .......................................................................................................26-64 Practice - Scheduling Requests..................................................................................................................26-65 Solution - Scheduling Requests .................................................................................................................26-66 Practice - Request Groups .........................................................................................................................26-72 Solution - Request Groups.........................................................................................................................26-74 Practice - Coded Request Groups ..............................................................................................................26-76 Solution - Coded Request Groups .............................................................................................................26-78 Practice - Request Sets Using Wizard .......................................................................................................26-84 Solution - Request Sets Using Wizard.......................................................................................................26-85 Practice - Administering Concurrent Managers.........................................................................................26-87 Solution - Administering Concurrent Managers........................................................................................26-90 Guided Demonstration - Loading and Running a Workflow Process........................................................26-97 Practice - Define a Descriptive Flexfield...................................................................................................26-99 Solution – Define a Descriptive Flexfield .................................................................................................26-104 Practice - Define a Descriptive Flexfield with None Validation ...............................................................26-109 Solution – Define a Descriptive Flexfield with None Validation ..............................................................26-111 Practice - Define a Descriptive Flexfield with Context-Sensitive Segment ..............................................26-115 Solution – Define a Descriptive Flexfield with a Context-Sensitive Segment ..........................................26-118 Practice - Define a Descriptive Flexfield with a Dependent Segment.......................................................26-124 Solution – Define a Descriptive Flexfield with a Dependent Segment......................................................26-127 Practice - Define a Key Flexfield ..............................................................................................................26-131 Solution - Define a Key Flexfield..............................................................................................................26-135 Practice - Security Rules............................................................................................................................26-144 Solution – Security Rules ..........................................................................................................................26-146 Practice - Cross-Validation Rules..............................................................................................................26-148 Solution - Cross-Validations......................................................................................................................26-150 Practice - Shorthand Aliases ......................................................................................................................26-152 Solution – Shorthand Aliases.....................................................................................................................26-153 Practice - Table Validation ........................................................................................................................26-154 Solution – Table Validation.......................................................................................................................26-155 Practice - Cascading Dependencies with $FLEX$ ....................................................................................26-157 Solution – Cascading Dependencies with $FLEX$...................................................................................26-161 Guided Demonstration - Folders................................................................................................................26-166 Practice - Incorporating Custom Programs................................................................................................26-173 Solution - Incorporating Custom Programs ...............................................................................................26-174

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R12 System Administrator Fundamentals Table of Contents xiii

Preface Profile Before You Begin This Course •

Thorough knowledge of R12 Oracle Applications Navigation

Prerequisites •

There are no prerequisites for this course.

How This Course Is Organized This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced.

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R12 System Administrator Fundamentals Table of Contents xv

Related Publications Oracle Publications Title

Part Number

Oracle Applications System Administrator’s Guide – Security

B31451

Oracle Applications System Administrator’s Guide – Configuration

B31453

Oracle Applications System Administrator’s Guide – Maintenance

B31454

Oracle Workflow Administrator’s Guide

B31431

Additional Publications •

System release bulletins

•

Installation and user’s guides

•

Read-me files

•

International Oracle User’s Group (IOUG) articles

•

Oracle Magazine

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R12 System Administrator Fundamentals Table of Contents xvi

Typographic Conventions Typographic Conventions in Text Convention Bold italic Caps and lowercase

Courier new, case sensitive (default is lowercase)

Initial cap

Element Glossary term (if there is a glossary) Buttons, check boxes, triggers, windows Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames

Arrow Brackets Commas

Graphics labels (unless the term is a proper noun) Emphasized words and phrases, titles of books and courses, variables Interface elements with long names that have only initial caps; lesson and chapter titles in crossreferences SQL column names, commands, functions, schemas, table names Menu paths Key names Key sequences

Plus signs

Key combinations

Italic

Quotation marks

Uppercase

Example The algorithm inserts the new key. Click the Executable button. Select the Can’t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window. Code output: debug.set (‘I”, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to http://www.oracle.com User input: Enter 300 Username: Log on as scott Customer address (but Oracle Payables)

Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter [email protected], where user_id is the name of the user. Select “Include a reusable module component” and click Finish. This subject is covered in Unit II, Lesson 3, “Working with Objects.”

Use the SELECT command to view information stored in the LAST_NAME column of the EMP table. Select File > Save. Press [Enter]. Press and release keys one at a time: [Alternate], [F], [D] Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]

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R12 System Administrator Fundamentals Table of Contents xvii

Typographic Conventions in Code Convention Caps and lowercase Lowercase

Element Oracle Forms triggers Column names, table names

Example When-Validate-Item

Passwords

DROP USER scott IDENTIFIED BY tiger; OG_ACTIVATE_LAYER (OG_GET_LAYER (‘prod_pie_layer’))

SELECT last_name FROM s_emp;

PL/SQL objects

Lowercase italic Uppercase

CREATE ROLE role

Syntax variables

SQL commands and SELECT userid FROM emp; functions

Typographic Conventions in Oracle Application Navigation Paths This course uses simplified navigation paths, such as the following example, to direct you through Oracle Applications. (N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve This simplified path translates to the following:

1.

(N) From the Navigator window, select Invoice then Entry then Invoice Batches Summary.

2.

(M) From the menu, select Query then Find.

3.

(B) Click the Approve button.

Notations: (N) = Navigator (M) = Menu (T) = Tab (B) = Button (I) = Icon (H) = Hyperlink (ST) = Sub Tab Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents xviii

Typographical Conventions in Oracle Application Help System Paths This course uses a “navigation path” convention to represent actions you perform to find pertinent information in the Oracle Applications Help System. The following help navigation path, for example— (Help) General Ledger > Journals > Enter Journals —represents the following sequence of actions: 1.

In the navigation frame of the help system window, expand the General Ledger entry.

2.

Under the General Ledger entry, expand Journals.

3.

Under Journals, select Enter Journals.

4.

Review the Enter Journals topic that appears in the document frame of the help system window.

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R12 System Administrator Fundamentals Table of Contents xix

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R12 System Administrator Fundamentals Table of Contents xx

Introduction Chapter 1

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Introduction Chapter 1 - Page 1

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Introduction Chapter 1 - Page 2

Introduction

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Introduction Chapter 1 - Page 3

Course Objectives

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Introduction Chapter 1 - Page 4

Overview

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Introduction Chapter 1 - Page 5

Oracle Applications System Administration

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Introduction Chapter 1 - Page 6

Oracle Workflow Component

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Introduction Chapter 1 - Page 7

Oracle Applications Flexfields Component

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Introduction Chapter 1 - Page 8

Additional Material

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Introduction Chapter 1 - Page 9

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Introduction Chapter 1 - Page 10

Introduction to Oracle Applications Security Chapter 2

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Introduction to Oracle Applications Security Chapter 2 - Page 1

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Introduction to Oracle Applications Security Chapter 2 - Page 2

Introduction to Oracle Applications Security

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Introduction to Oracle Applications Security Chapter 2 - Page 3

Objectives

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Introduction to Oracle Applications Security Chapter 2 - Page 4

Successive Layers of Access Control

Layers of Access Control Access control with User Management is implemented in successive layers and each builds upon the one that precedes it. Organizations can optionally uptake the various layers depending on the degree of automation and scalability they wish to build upon the existing Function and Data Security models. There are six layers of access control. The Core Security layers include: • Function Security • Data Security The next four layers are part of Oracle User Management: • Role Based Access Control • Delegated Administration • Registration Processes • Self Service and Approvals

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Introduction to Oracle Applications Security Chapter 2 - Page 5

Increasing Flexibility and Scalability

Increasing Flexibility and Scalability In general, Access Control with Oracle User Management begins with basic system administration tasks and then progresses to more distributed, local modes of administration, and ultimately enables users to perform some basic, predefined registration tasks on their own. Details of the various levels of access control and the increasing level of flexibility and automation are provided later in the course, however the following general guidelines may be considered for the time being: System Administrator Oracle’s Function Security and Data Security mechanisms constitute the base layers, and contain the traditional system administrative capabilities. Organizations can optionally add more layers to the system depending on the degree of flexibility they require. By themselves, Function Security and Data Security limit the scope of Oracle User Management to basic system administration by granting access to specific menus and to the data that can be accessed from within those menus. Local Administrators

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Introduction to Oracle Applications Security Chapter 2 - Page 6

When Role Based Access Control and Delegated Administration are added to the Data Security and Function Security layers system administration tasks can be distributed to local administrators who manage a subset of the organization’s users. End Users Registration Processes and Self Service and Approvals further distribute system administration by automating some registration tasks.

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Introduction to Oracle Applications Security Chapter 2 - Page 7

Function Security

Function Security The base layer of access control within Oracle Applications is Function Security. Function Security restricts user access to the individual menus and menu options within the system. It can also be used to control access to some specific widget (often, graphical in nature) within a page. Each of these various elements is represented in the system as a function, which is also known as a permission. Using the Order Entry page as an example, Function Security could control whether you have the ability to create a new order, or even access the page.

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Introduction to Oracle Applications Security Chapter 2 - Page 8

Data Security

Data Security The second layer represents Data Security. Working in conjunction with Function Security, Data Security provides additional access control on the data a user can see and what actions a user can perform on that data, within Oracle Applications. Note that Data Security is not used in all Oracle Applications products. Products that do use data security include Oracle Projects, Quality, and Cash Management. Data Security Policies restrict the actions or operations that can be performed on a specific business object (for example, inventory items). Data Security Policies can reflect access to: • All Instances – All instances of an object represents all rows in the database object. For example, assume that we have an object “inventory item” in the database. Creating a data security policy for all instances of our object would result in providing access to every single inventory item we have catalogued in the database. • An Instance Set – An instance set is a related set of instances of an object. This corresponds to a set of rows for the database object. Using our object example, an instance set could be constructed to include all inventory items with a shelf life of 7 days. • A Specific Instance – A specific instance generally corresponds to a single row in the database. A specific instance is generally identified by a primary key value for the object. Copyright © Oracle Corporation, 2007. All rights reserved.

Introduction to Oracle Applications Security Chapter 2 - Page 9

Using our example, we could enter a unique serial number for the inventory item. This would return one and only one inventory item from the database.

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Introduction to Oracle Applications Security Chapter 2 - Page 10

Oracle User Management Layers of Access Control

Oracle User Management Layers of Access Control The next four layers of access control are used in Oracle User Management, an optional component in the implementation of Oracle Applications.

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Introduction to Oracle Applications Security Chapter 2 - Page 11

Role Based Access Control (RBAC)

Role Based Access Control (RBAC) A role can be configured to consolidate the responsibilities, permissions, function security and data security polices users require to perform a specific function. This is accomplished with a one-time setup, in which permissions, responsibilities, and other roles are assigned to the role. Users are not required to be assigned the lower level permissions directly since permissions are implicitly inherited based on the roles assigned to the user. When making a mass update in a production system an organization simply changes the permissions or role inheritance hierarchy defined for a role. The users assigned that role subsequently inherit the new set of permissions. Role Categories Administrators can create role categories to bundle roles and responsibilities to simplify the process of searching for roles and responsibilities. For example all sales and marketing related roles could be included in the Sales & Marketing category. Role Inheritance Hierarchies Roles can be included in role inheritance hierarchies that can contain multiple sub-roles and superior roles. With role inheritance hierarchies a superior role inherits all of the properties of its sub-role and any of its sub-roles. Copyright © Oracle Corporation, 2007. All rights reserved.

Introduction to Oracle Applications Security Chapter 2 - Page 12

Example Organizations can define roles that closely mirror their business situation. For example, an organization can create an "Employee" role and assign that role to all of its employees. It can also create an "External" role and assign that role to customers and suppliers. Further examples may include specific roles such as "Support Agent", "Sales Rep", "Sales Managers". In these examples, each role contains a specific level of access privileges that restricts its assignees to the scope of their job functions. Some members of the organization will probably be assigned more than one role. A sales representative would be assigned the Employee and Sales Representative roles and a Sales Manager would be assigned the Employee, Sales Representative, and Sales Manager roles. Roles and role assignments are stored in the workflow directory, which is interpreted by the security system at runtime.

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Introduction to Oracle Applications Security Chapter 2 - Page 13

Delegated Administration

Delegated Administration With delegated administration, instead of exclusively relying on a centralized administrator to manage all of its users, an organization can create local administrators with sufficient privileges to manage a specific subset of the organization's users and roles. This provides organizations with a tighter, more granular level of security and the ability to easily scale their administrative capabilities. Administration Privileges Administration Privileges determine the users, roles and organization information delegated administrators (local administrators) can manage. Each privilege is granted separately, yet the three work in conjunction to provide the complete set of abilities for the delegated administrator. User Administration Privileges A local administrator must be granted User Administration Privileges to determine the users and people the local administrator can manage. Local administrators can be granted different privileges for different subsets of users. For example, a local administrator can be granted privileges only to query one set of users, and granted full privileges (including update and reset

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Introduction to Oracle Applications Security Chapter 2 - Page 14

password) for another set. Local administrators cannot query users for which they do not have administration privileges. Role Administration Privileges Role Administration Privileges define the roles local administrators can directly assign to and revoke from the set of users they manage. Organization Administration Privileges Organization Administration Privileges define the organizations a local administrator can view in the system. This privilege enables an administrator to search for people based on their organization, if the local administrator has additionally been granted access to view the people in that organization (User Administration Privileges). Depending on the user administration privileges, an administrator may have the ability to register new people for that organization. Example Organizations can internally designate administrators at division or even department levels, and then delegate administration of external users to people within those (external) organizations. These delegation policies are defined as data security policies. The set of data policies defined as part of delegated administration are known as Administration Privileges.

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Introduction to Oracle Applications Security Chapter 2 - Page 15

Registration Processes

Registration Processes Oracle User Management contains the following registration processes. Self-Service Account Requests Commonly referred to as Self Service Registration, self-service account requests provide a method for persons to request a new user account. Consider the case where customers may need to register before they can purchase an item from an online store. Once the customer has completed the registration process, the customer obtains both a user account and the necessary role(s) for accessing some portion of the website in which they registered. Requests for Additional Access Users can request additional access through the Oracle User Management Access Request Tool (ART) available in the global preferences menu. Requests for Additional Access uses the same Oracle User Management infrastructure and processing logic as Self Service Account Requests. Account Creation By Administrators Administrators can benefit from existing registration processes designed to streamline the process of creating and maintaining user access. Registration Processes of this type are geared toward administrators, especially delegated administrators, to ensure consistent application of Copyright © Oracle Corporation, 2007. All rights reserved.

Introduction to Oracle Applications Security Chapter 2 - Page 16

the client's user security policies. Each account creation registration process can be made available to select local administrators. Local administrators can perform these tasks for users within their own organizations.

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Introduction to Oracle Applications Security Chapter 2 - Page 17

Self Service and Approvals

Self Service and Approvals Once registration processes have been configured as required, individuals can subsequently perform self-service registration tasks such as obtaining new user accounts or requesting additional access to the system. In addition, organizations can use the Oracle Approvals Management engine, to create customized approval routing for these requests. Example An organization may enable users to request a particularly sensitive role, however before the user is granted the role, the organization can specify that two approvers, a manager and a vice president, must first provide their approval.

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Introduction to Oracle Applications Security Chapter 2 - Page 18

Summary

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Introduction to Oracle Applications Security Chapter 2 - Page 19

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Introduction to Oracle Applications Security Chapter 2 - Page 20

Function Security Chapter 3

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Function Security Chapter 3 - Page 1

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Function Security Chapter 3 - Page 2

Function Security

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Function Security Chapter 3 - Page 3

Objectives

Lesson Aim Function Security restricts user access to individual menus of functions, such as forms, HTML pages, or widgets (such as buttons in a form) within an application. Function Security allows you to define a user and assign the user one or more responsibilities, where each responsibility has a menu associated with it. Function Security by itself restricts access to various functions, but it does not restrict access to the data a user can see or what actions a user can perform on that data. This lesson discusses defining users, responsibilities, and menus.

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Function Security Chapter 3 - Page 4

Overview of Function Security

Overview of Function Security In Oracle Applications, the system administrator manages security on a number of levels. Oracle User Accounts Oracle User accounts (also known as Oracle IDs) provide access to specific tables in the Oracle database. These are typically set up by the Oracle database administrators. Applications An application is a collection of functions, forms, programs, and reports. Functions A function is a part of an application's functionality that is registered under a unique name for the purpose of assigning it to, or excluding it from, a responsibility. A function can be assigned to a responsibility through a menu, or excluded from a responsibility via a menu exclusion. An example of a function is an Oracle Form or an HTML page. Reports Reports can be grouped together into request groups, which are in turn assigned to responsibilities. Responsibility Copyright © Oracle Corporation, 2007. All rights reserved.

Function Security Chapter 3 - Page 5

A responsibility is a collection of authorizations that allow access to: • A specific application or applications. • A set of books. • A restricted list of windows, functions, and reports. These may be associated to the responsibility through menus. Each user has one or more responsibilities, and several users can share the same responsibility. A system administrator can assign users any of the standard responsibilities provided with Oracle Applications or create new custom responsibilities as needed. Users A user is defined as a human being. Although the concept of a user can be extended to include machines, networks, or intelligent autonomous agents, the definition is limited to a person in this document. You authorize a user to sign on to Oracle Applications by defining an application user. You then assign one or more responsibilities to the new user.

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Function Security Chapter 3 - Page 6

Defining a New Application User

Defining a New User (N) Security > User > Define Note: All Navigation paths, unless otherwise noted, are from the System Administrator Responsibility. Although defining user accounts may be the last task you complete in setting up function security for your installation, we will cover this task first so that you can complete the following sections by logging into Oracle Applications with your own user account. Define an authorized user of Oracle Applications by specifying a username and password. Grant application privileges by assigning one or more responsibilities to the user. The user will be able to access functions and reports via the assigned responsibilities. Responsibilities will be covered later in this chapter. Note that in previous releases of Oracle Applications, user passwords were treated as case insensitive. Now, Oracle Applications user passwords can optionally be treated as case sensitive. Case-sensitivity is controlled by the site-level profile option Signon Password Case. For a complete explanation of the fields on the Users Form see: (Help) Applied Technology > Oracle Applications System Administration > Security > Overview of Oracle Applications Security > Users Window Copyright © Oracle Corporation, 2007. All rights reserved.

Function Security Chapter 3 - Page 7

Custom Applications

Custom Applications An application is composed of components such as forms, menus, and concurrent programs. An application serves as a unique context for these components. The next three slides discuss necessary steps in implementing security for a custom application.

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Function Security Chapter 3 - Page 8

Defining an Application

Defining an Application (N) Application > Register You can protect custom functions, forms, reports, and programs from being lost during upgrades by registering them under a custom application. In the Applications window you will supply the following information: • Application – Enter a user-friendly name that will appear in lists seen by the user. • Short Name – Oracle Applications uses this short name to identify forms, menus, concurrent programs, and other components of your application. • Basepath – Enter the base path where the forms, reports, and program files are located. Make sure your base path is unique to prevent other applications from writing to the same directory. For a complete explanation of the fields in this form see: (Help) Applied Technology > Oracle Applications System Administration > Configuration > Applications DBA > Applications Window

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Registering an Oracle ID

Registering an Oracle ID (N) Security > ORACLE > Register You need to register an Oracle ID if you create a custom application using Oracle Application Object Library. Note that: • Only database administrators can create Oracle accounts. • Only create a new Oracle ID for a custom extension to Oracle Applications. • The install group designates which data group the application is associated with. For applications that span all data groups, the install group is 0. Install groups numbered 1 or greater are associated with one specific data group. Your database administrator can supply the correct install group number.

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Data Groups

What Is a Data Group? A data group is a collection of pairings of an application with an Oracle ID. Data groups automatically support concurrent processing and cross-application reporting. They guarantee that an application connects to a unique application database account. Note: The installation process automatically defines data groups for Oracle Applications. For custom applications, you should use the the standard data groups as well. Information on data groups is given for legacy purposes. Application-Oracle ID Pairs • An application can be listed only once in a data group. • An Oracle ID can be paired with more than one application. • A custom application registered with Oracle Applications can be included in a data group. Data Groups and Application Object Library Application Object Library owns the database tables referred to during concurrent processing and the standard submission of reports by any Oracle Application. Therefore all applications need access to the Application Object Library tables. When you are defining a data group, the

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application Application Object Library is automatically included. The Application Object Library’s Oracle ID cannot be updated or deleted. Relating Data Groups to Forms and Programs You can control the relationship among applications, forms, and concurrent programs by defining a data group. Applications, Forms, and Programs • A window connects to the application database account designated by the responsibility associated with the application. • A data group determines the pairing of an application with a unique application database account or Oracle ID. • A program connects to the application database account associated with the application that owns the program. Application-Oracle ID Pairs • An Oracle ID is a username and password that allows access to application tables in an Oracle database. • A data group lists the Oracle ID assigned to each Oracle application. • A custom application registered with Oracle Applications can be included in a data group and paired with an Oracle ID.

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Securing Functions

Securing Functions You can manage security by controlling access to individual functions through menu definitions. About Functions • A function is a set of code in Oracle Applications that is executed only if the name of the function is present in a list maintained within a responsibility. • There are two types of functions: a form function and a nonform function or subfunction. A subfunction represents a securable subset of a form’s functionality. Adding Functions to or Removing Functions from a Responsibility • Maintain menu structures while eliminating specific functionality. • Exclude individual functions from a responsibility. Adding or Removing Menus of Functions • Use menus to group functions together. • Exclude groups of functions by excluding a menu from a responsibility.

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Defining a Menu

Menus Link Functions to Responsibilities Use the Menus form to define menus pointing to functions that you want to make available to a new responsibility. Make New Responsibilities, Not New Menus If possible, apply exclusion rules to existing menus to customize a responsibility rather than constructing an entirely new menu structure. Determine the Application Functionality Required • Different jobs require access to different functions. • Identify predefined menus, forms, and form subfunctions to use as entries when defining a new menu. Plan Your Menu Structure • Start with a blank Menus form (blank screen). Menus cannot be copied. A menu saved under a different name overwrites the original menu (there is no Save As feature). • Start with the lowest-level menus. A menu must be defined before it can be selected as an entry on another menu. • Assign menus and functions to higher-level menus. Copyright © Oracle Corporation, 2007. All rights reserved.

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• Assign the menu structure to the new responsibility by using the responsibilities form. • Document your menu structure by printing the Function Security Menu Report.

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Identifying Existing Menu Structures

Designing a New Menu Structure Before designing a new menu structure, identify any possible existing menu structures that can be modified or modeled from, and document custom menus by using reports in the Function Security Report Set. Function Security Menu Report • Lists the full menu name of the responsibility • Indicates any excluded menu items, with the rules that exclude them Function Security Navigator Report • Lists the menu as it appears in the Navigator for the responsibility specified • Does not include items excluded by function security rules Function Security Function Report • Lists the functions accessible by the responsibility specified • Does not include items excluded by function security rules

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Menu Guidelines

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Creating a Menu

Creating a Menu Use the Menus window to create a menu: (N) Application > Menu After you save your changes in this form, the Compile Security concurrent program is automatically submitted to compile the menu data. Compiling your menu data allows for the system to determine more quickly, during a user’s session, whether a function is available to a particular responsibility or menu. New Menus form fields: • Menu Type – used to specify the purpose of the menu. The possible values are: - Standard – for menus that would be used in the Navigator form - Tab – for menus used in Self-Service applications - Security – for menus used to aggregate functions for data security or specific function security purposes, but would not be used in the Navigator form. • Grant check box – checking this box indicates that this function is automatically enabled for the user. For a complete explanation of the fields on this form see: Copyright © Oracle Corporation, 2007. All rights reserved.

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(Help) Applied Technology > Oracle Applications System Administration > Security > Function Security > Menus Window Note: If a menu entry has both a submenu and a function defined, then the behavior depends on whether or not the function is executable. If it is executable, then the submenu is treated as content to be rendered by the function. The submenu will not appear on the navigation tree, but will be available in function security tests (FND_FUNCTION.TEST calls). If the function is not executable, then it is treated as a “tag” for enforcing exclusion rules, and the submenu is displayed on the navigation tree. A function is considered executable if it can be executed directly from the current running user interface.

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Modifying an Existing Menu Definition

Modifying a Menu You can modify existing custom menus to suit specific job functions. Overwrite a User Menu Name When you change a menu’s user menu name, the menu entries are not affected. The menu’s definition still exists, but under a new name. Other menus that call the menu by its old user menu name now call the same menu by its new (revised) user menu name. The old user menu name is no longer valid. When you are defining menus, or if you are selecting main menus when defining a responsibility, the previously named menu is no longer displayed in any list of values. Modify a Menu Entry When you are modifying a previously defined menu, all other menus that call that menu display the menu’s modifications. For example, if you modify XXX_GL_USER by adding another prompt that calls a form, all menus that call GL_SUPERUSER4.0 display the additional prompt when XXX_GL_USER is displayed. Note: Modifying shipped menu definitions is not supported. The customized definitions may be overwritten during an upgrade process.

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Navigator Menus

Navigator Menu Displays The Navigator displays only the menu items needed for navigation. Because you cannot choose subfunctions from a menu, they are not displayed. Submenus consisting only of subfunctions are also not displayed.

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The Menu Viewer

The Menu Viewer (N) Application > Menu > (B) View Tree... • To view the menu tree, click on the plus (+) sign next to the menu name. You will see a hierarchical tree with a number of nodes. Each node represents a function or submenu of your main menu. • The menu tree displays the user menu name for the main menu, and displays the prompts from the Menus form for submenus and functions. If no prompt has been specified, then no label will appear for the node. There are three styles for viewing your menu tree. You can select the style from the View menu or by clicking the appropriate toolbar icon. • Vertical – Menu entries are displayed vertically, similar to how they appear in the Navigator window when you log on to Oracle Applications. • Org-Chart – Menu entries are displayed horizontally as in an organizational chart. • Interleaved – Menu entries are displayed horizontally and vertically.

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Viewing Node Properties in the Menu Viewer

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Adding a Custom Form Function

Procedure for incorporating a custom form function Use the following procedure to incorporate a custom form function. 1. The application developer (using the Application Developer responsibility) registers the form in the Forms window. 2. The application developer or system administrator creates a function that accesses the new form in the Form Functions window. 3. The application developer or system administrator adds the form function to a menu in the Menus window.

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Using Responsibilities

Creating a New Responsibility Generally you relate new application users to existing predefined responsibilities. However, you can customize an existing responsibility or create new responsibilities to accommodate the needs of different users or different categories of users. When creating a new responsibility, it is generally easier to modify an existing responsibility in one of two ways: • Extend Privileges a Responsibility Owns When users require additional reporting and summary information, you can: • Use request groups to add additional program or report privileges to a responsibility • Use menus to add windows and tasks to a responsibility • Restrict Privileges a Responsibility Owns Sometimes it is easier to remove authorizations from an existing responsibility. To do this you can: • Use exclusions against a responsibility to limit menu and function access privileges to those required for job duties • Use request groups to limit program or report privileges for a responsibility that requires only data entry privileges Copyright © Oracle Corporation, 2007. All rights reserved.

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After you have defined a new responsibility, you can associate it with an application user.

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Responsibility Components

Components of a Responsibility A responsibility has two required components and two optional components. Required Components • Data group: specifies the Oracle Application database accounts to which a responsibility’s forms and concurrent programs connect. • Menu: specifies the forms that a responsibility can display and the functions it can access. Optional Components • Request security group: lists the concurrent programs that a responsibility can run. When a request group is assigned to a responsibility, it is referred to as a request security group. • Exclusions: modify a responsibility’s access to the forms and functions specified by a menu.

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Defining a New Responsibility

Defining a New Responsibility • Assemble the components of application privileges to create a responsibility. • Define the responsibility by assembling a menu, report security group, and data group and defining any function security (any menu or function exclusions).

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Responsibility Creation Process

Responsibility Creation Process There are five forms involved in the responsibility creation process. These are available under the System Administrator responsibility. This slide displays the navigation paths for these functions.

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Defining a New Responsibility

Defining a Responsibility (N) Security > Responsibility > Define A responsibility determines the type of applications a user accesses, which application functions a user can use, which reports and concurrent programs the user can run, and which data those reports and concurrent programs can access. Most responsibilities are available from Oracle Applications (the Forms navigator or the HTML-based E-Business Suite Home page), others may be accessible from Oracle Self-Service Web Applications or Oracle Mobile Applications.

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Excluding Functions and Menus

Exclusion of Functions and Menus Use exclusion rules to customize a responsibility. You can exclude functions at any level. • When you exclude a menu item from a responsibility, all menus and functions that are nested in that menu are also excluded. • When you exclude a function from a responsibility, all occurrences of that function throughout the menu structure of a responsibility are excluded.

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Summary

Lesson Summary Function Security provides you with the ability to control Oracle Applications Security. The system administrator specifies which users have access to which functions. User accounts provide the user access to an application. Responsibilities control that user’s access to various functions of the application. Online access is controlled through the use of menus and menu exclusions. Report and concurrent program access is controlled through the use of request groups.

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Introduction to Data Security Chapter 4

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Introduction to Data Security

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Objectives

Data Security In this section, references to specific applications are used as examples only. Data Security is not implemented in all Oracle Applications products. Some applications may require organizations to create multiple responsibilities to operate with their existing security models. For more information, please consult the application-specific documentation. This section is meant to introduce data security and its concepts only. Custom implementation of data security or modification of shipped data security policies is not covered and is beyond the scope of this course. Extreme care should be taken if any customization or modification is done with data security implementations.

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Introduction to Data Security

Introduction Working in conjunction with Function Security, Data Security provides additional access control on the data a user can see and what actions a user can perform on that data. Using Data Security, for example, you could control access to the set of orders that an order administrator can update within the Order Management application. Data Security Policies restrict the actions or operations that can be performed on a specific business object (for example, inventory items). Data Security Policies can reflect access to: • All Instances – All instances of an object represents all rows in the database table or view. For example, assume that we have an object “inventory item” in the database. Creating a data security policy for all instances of our object would result in providing access to every single inventory item we have catalogued in the database. • An Instance Set – An instance set is a related set of instances of an object. This corresponds to a set of rows in the database. Using our object example, an instance set could be constructed to include all inventory items with a shelf life of 7 days. • A Specific Instance – A specific instance generally corresponds to a single row in the database. A specific instance is generally identified by a primary key value for the object.

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Using our example, we could enter a unique serial number for the inventory item. This would return one and only one inventory item from the database.

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Data Security Components - Objects

Objects (N) Functional Developer responsibility > Objects An object is a system entity on which an operation can be performed. In Oracle Applications, an object typically maps to records in relational tables/views, Forms/HTML pages, and UI widgets. Examples in Oracle Applications include: a person, an machine, and a file. Examples of operations include: Create, Update, Escalate, Approve, and Reject. In Oracle Applications, operations are implied by a permission definition. Permission has been defined as an operation on a object; for example, Invoke Service Request Form, Update Order, Approve Expense Report, and Query Customers. An object instance is a specific example of an object, such as Project Number 123 or User JDOE. An object instance generally corresponds to a row in the database, and is identified by a set of one or more primary key values as defined by the object. Related object instances can be grouped together into an object instance set.

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Grants

Grants (N) Functional Administrator Responsibility > Grants Grants are used to provide specified users access to specific objects or functions. Grants that deal with business objects are called Data Security Policies. Grants can also be used to control access to an application's functionality. For example, you could use a grant to secure an aspect of a menu, page, or other widget within the application. For example, you want to provide access to a set of administrative menus to a select group of users. The grantee defines who is being granted access. The grantee can be one of three types: • A group of users • A specific user – for example, Joe Smith • All users (global) – all users of the system, except the Guest account

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Permissions and Permission Sets

Permissions The Role Based Access Control (RBAC) Model defines permission as "an approval to perform an operation on one or more RBAC-protected objects." This definition maps to what has been referred to as functions earlier. Permissions can be grouped into permission sets. Permission sets can be granted to users or roles independently of menus or responsibilities. Permission assignments, or Grants, reflect the access granted to users through roles. Permissions are discussed more in the User Management lessons.

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Data Security Policies

Data Security Policies Using Data Security, access to a specific object can be specified using a data security policy. A data security policy restricts operations so that these operations can only be performed on a subset of instances of the corresponding database object (an object instance set). Data security policies can reflect access to: • All Instances (rows) of an object • An Instance Set, which is defined as a SQL predicate (WHERE clause), and can optionally be implemented as a VPD (Virtual Private Database) policy • A Specific Instance, identified by a primary key value

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Example of a Data Security Policy

Example of a Data Security Policy The Customer Administrator role includes a grant to users with this role that gives customer administrators the ability to perform some basic administration privileges (All User Administration Privileges, defined by UMX_OBJ_ADV_ADMIN_PERMS) through a permission set. This grant specifies these permissions can be performed on the object (User Management Person, UMX_PERSON_CODE), but only on the instance set composed of people in the customer’s own organization.

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Summary

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Introduction to Oracle User Management Chapter 5

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Introduction to Oracle User Management

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Objectives

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What Is Oracle User Management?

What Is Oracle User Management Note: This section introduces concepts that will be discussed in greater detail in the subsequent sections of this course. System Administrator • The system administrator is a trusted individual who manages an organization’s access policies and administers its users. The system administrator is sometimes also known as the security administrator. Local Administrators • Oracle User Management enables organizations to define local administrators that manage a subset of the organization’s users. Local administrators are only granted sufficient enough privileges to manage a specific subset of the organization’s users, and they generally have a closer relationship to those users than the system administrator does. End Users • Organizations can configure Oracle User Management to enable end users to perform some of their own registration tasks such as registration, requesting additional access to the system, or resetting passwords.

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Access Control Model

Access Control Model Core Security • Core Security includes Oracle’s Function and Data Security models as well as a new Role Based Access Control (RBAC) model. Administrative Features • Administrative Features build upon Core Security, and include Delegated Administration, Registration Processes, and Self-Service and Approvals.

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Successive Layers of Access Control

Layers of Access Control Access control with Oracle User Management is implemented in successive layers, each building upon the one that precedes it. Organizations can optionally uptake the various layers, depending on the degree of automation and scalability that they wish to build upon the existing Function and Data Security models.

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Increased Flexibility and Scalability

Increasing Flexibility and Scalability Access control with Oracle User Management begins with basic system administration tasks and progresses to more distributed, local modes of administration, ultimately enabling users to perform some basic, predefined registration tasks on their own. Details of the various levels of access control and the increasing levels of flexibility they provide are described later in the course. The following general definitions may be considered for now: System Administrator The system administrator is responsible for defining the core of the security system, including permissions, data security policies, responsibilities, and menus. The system administrator defines setup for all core security administrative features. Local Administrators When Role Based Access Control and Delegated Administration are added to the Data Security and Function Security layers, system administration tasks can be distributed to local administrators, who manage a subset of the organization’s users. End Users Registration Processes and Self Service and Approvals further distribute system administration, by automating some registration tasks so that end users can perform them. Copyright © Oracle Corporation, 2007. All rights reserved.

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Function Security

Example An organization can use Function Security to provide its sales representatives with the required pages, menus, and menu options for querying customers. It can also control access to specific components of those pages, such as a "Generate Sales Forecast" button on a sales forecasting page.

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Responsibilities

Responsibilities Responsibilities have a menu tree in which available menus are defined with a grant flag. On being assigned a responsibility, a user gains access to all menus on the menu tree except those for which an exclusion has been defined. In the above example, Menu 2 has been excluded from the menu tree. When the user is assigned the corresponding responsibility, the user can access Menu 1, Menu 3, and Menu 4.

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Data Security

Example Data Security restricts the set of users that a local administrator can manage and administer within Oracle User Management. Data Security policies can only be defined for applications that have been written to utilize the Data Security Framework.

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Role Based Access Control (RBAC)

Role Based Access Control (RBAC) A role can be configured to consolidate the responsibilities, permissions, function security and data security polices that users require to perform a specific function. This is accomplished with a one-time setup, in which permissions, responsibilities, and other roles are assigned to the role. Users are not required to be assigned the lower level permissions directly, since permissions are inherited implicitly, based on the roles assigned to the user. When making a mass update in a production system, an organization simply needs to change the permissions or role inheritance hierarchy defined for a role. The users assigned that role subsequently inherit the new set of permissions. Example Organizations can define roles that closely mirror their business situation. For example, an organization can create an ‘Employee’ role and then assign that role to all of its employees. It can also create an ‘External’ role and assign that role to customers and suppliers. Further examples may include specific roles such as ‘Support Agent’, ‘Sales Rep’, ‘Sales Manager’. In these examples, each role contains a specific level of access privileges that restricts its assignees to the scope of their job functions. Some members of the organization will probably be assigned more than one role. In the above example, the manager is assigned the ‘Manager’ role and the ‘Employee’ role, while the employee is only assigned the ‘Employee’ role. Copyright © Oracle Corporation, 2007. All rights reserved.

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Delegated Administration

Delegated Administration Delegated Administration is a privilege model that builds on the RBAC system. With delegated administration, instead of exclusively relying on a centralized administrator to manage all of its users, an organization can create local administrators and grant them sufficient privileges to manage a specific subset of the organization's users and roles. This provides organizations with a tighter, more granular level of security and the ability to easily scale their administration. Administration Privileges Administration Privileges determine the users, roles and organization information that delegated administrators (local administrators) can manage. Each privilege is granted separately, yet the three work in conjunction to provide the complete set of abilities for the delegated administrator. • User Administration Privileges: A local administrator must be granted User Administration Privileges to determine the users and people he can manage. Local administrators can be granted different privileges for different subsets of users. • Role Administration Privileges: Role Administration Privileges define the roles that local administrators can directly assign to and revoke from the set of users they manage. Copyright © Oracle Corporation, 2007. All rights reserved.

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• (Optional) Organization Administration Privileges: Organization Administration Privileges define the organizations a local administrator can view in the system.

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Delegating to Proxy Users

Delegating to Proxy Users Traditionally, delegation was done by a user supplying his password for specific applications to another user, who could assume the delegator’s identity and privileges in those applications. However, if E-Business Suite is integrated with Oracle Single Sign-On (SSO), this means the delegate can access every SSO-enabled application to which the delegator has access. The proxy user mechanism provides a more sophisticated mechanism that enables controlled, auditable delegation of privilege from delegators to delegates. Examples of Delegating to Proxy Users • Executives allowing their assistants to access selected business applications on their behalf • Users may need to grant help-desk staff limited duration access to their E-Business Suite accounts, so that help desk staff can investigate problems and provide assistance • Companies may be subject to audits that require granting a specific user (the auditor) access to employees' E-Business Suite accounts, typically on a read-only basis. The ability for users to access the proxy feature is controlled by a Security Administrator role. Users with this role determine which set of users can create delegates who can act on their behalf.

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Provisioning Services

Provisioning Services Oracle User Management includes the following provisioning services, implemented as registration processes: Self-Service Account Requests Commonly referred to as Self Service Registration, self-service account requests provide a method for persons to request a new user account. For example, customers may need to register before they can purchase an item from an online store. After completing the registration process, the customer obtains both a user account and the necessary roles for access to the store. Requests for Additional Access Users can request additional access through the Oracle User Management Access Request Tool (ART) available in the global preferences menu. Requests for Additional Access uses the same Oracle User Management infrastructure and processing logic as Self Service Account Requests. Account Creation By Administrators Administrators can benefit from existing registration processes designed to streamline the process of creating and maintaining user access. Registration Processes of this type are geared Copyright © Oracle Corporation, 2007. All rights reserved.

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toward administrators, especially delegated administrators, to ensure consistent application of the client's user security policies. Each account creation registration process can be made available to select administrators.

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Self-Service and Approvals

Self Service and Approvals Once registration processes have been configured as required, individuals can subsequently perform self-service registration tasks such as obtaining new user accounts or requesting additional access to the system. In addition, organizations can use the Oracle Approvals Management engine to create customized approval routing for these requests. Example An organization may enable a small set of users to request a particularly sensitive role; however, before the user is granted the role, the organization can require that specified individuals approve the request.

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Login Assistance

Login Assistance System administrators often have to reset a user's forgotten password, or even advise a user of the account's user (login) name. This is unproductive for both the user and the administrator. In addition, a user may request the password to be reset, when it is actually the user name that has been forgotten, or vice versa. A new feature in Release 12 helps reduce the time spent on such administrative activities, by implementing a login help mechanism on the E-Business Suite Login Page. A user simply clicks on the "Login Assistance" link located below the Login and Cancel buttons. On the screen that appears, the user can choose between the Forgot Password and Forgot Username sections.

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Summary

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Implementing Oracle User Management Chapter 6

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Implementing Oracle User Management Chapter 6 - Page 1

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Implementing Oracle User Management

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Objectives

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Implementing Oracle User Management Chapter 6 - Page 4

Implementing Oracle User Management

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Steps for Implementing Oracle User Management

Steps for Implementing Oracle User Management For the purposes of this course, Phase I: Define Core Security Features has already been completed, and students will begin with Phase II: Define Roles. When implementing Oracle User Management, however, you must begin by defining core security features. You do not have to implement User Management in the exact sequence described here. However, this is probably the most common implementation flow. You will test many of the implementation steps by logging on as an administrator or as a user, and viewing the results of your configuration.

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Steps for Implementing Oracle User Management

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Steps for Implementing Oracle User Management

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Configuring and Testing Oracle User Management

Configuring and Testing Oracle User Management System Administrator As system administrator (security administrator), you define roles, role inheritance hierarchies, delegated administration, registration processes and self-service features. You also designate local administrators and assign them roles, and optionally allow them to perform self-service registration. Depending on how those roles are configured, local administrators manage a subset of the organization’s users and roles, as well as designated external contact information. Local Administrators As a local administrator, you test the delegated administration features defined for the role you are assigned. These features enable you to manage a subset of your organization’s users and roles, and to manage designated external contact information. End Users As an end user, you test the available self-service features such as requesting access (or additional access) to the system.

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Introduction to Roles

Introduction to Roles In previous releases of Oracle Applications, access to individual functions within an application could only be defined through responsibilities, menu hierarchies, and menu exclusions. New responsibilities had to be defined for each set of users (with different job functions) that needed access to a set of pages within an application. These responsibilities required either: • Completely new menu hierarchies for each responsibility • A common menu covering the superset of all functions within the application, and menu exclusion rules defined for each responsibility An example is the Human Resources product, which typically has at least two responsibilities defined, one for employees and one for managers. In essence, responsibilities have been used not only to define the application navigation menus, but also the privileges and permissions within an application. Cost of ownership and management has increased with the number of responsibilities, as multiple complex menu hierarchies and/or exclusion rules must be maintained. Oracle User Management provides new alternatives for defining access to an application, allowing organizations to separate navigation menus from access control. Copyright © Oracle Corporation, 2007. All rights reserved.

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Examples of Roles

Examples of Roles In this example, the manager is granted both the employee role and the manager role, since the manager effectively functions as both.

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Defining Roles: Data Security Policies

Defining Roles: Data Security Policies Data security policies determine what data users can access, and return only that set of data to those users at runtime. Example Data security policies determine to which department a manager belongs, and returns only the correct set of data for that manager. In the above example, the Manager role is assigned to Managers X and Y. At runtime, data security policies determine that Manager X should only view Department X data, and Manager Y should only view Department Y data.

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Defining Roles: Assigning a Single Responsibility and All Its Functions to a Role

Defining Roles: Assigning a Single Responsibility that Includes all Functions to a Role Organizations can define a single responsibility that includes all functions and assign it to a role. For example, instead of having a Manager Expenses and Employee Expenses responsibility, an organization can define an Expenses responsibility that contains all employee and manager Expenses functions. The grant flag is turned off for all menus defined for this role.

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Assigning a Single Responsibility to a Role and Granting Specific Functions to a Role

Defining Roles: Assigning a Single Responsibility to a Role with Some Functions Included When a role is assigned, the relevant user is granted the appropriate functions. For example, the employee is granted employee expenses functions, but the manager expenses functions remain excluded.

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Defining Roles: Assigning Multiple Responsibilities to a Role

Defining Roles: Assigning Responsibilities to a Role Organizations can define multiple responsibilities for a single role. With the grant flag on for all menus in the menu tree, assigning the role to a user gives that user access to all the menus defined for the role. In this example, the Manager Expenses and Employee Expenses responsibilities are defined for the Manager role. When the Manager role is assigned to the manager, the manager has access to all functions defined for these responsibilities.

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Role Inheritance Hierarchies

Role Inheritance Hierarchies Oracle User Management enables you to link roles together in role inheritance hierarchies. With role inheritance hierarchies, a role can contain sub-roles. When a user is assigned a role, the user inherits the privileges defined for that role and for all its sub-roles. Role inheritance means that the permission to access a new page only has to be granted once, at the lowest-level sub-role in the role inheritance hierarchy; the relevant permissions will then be inherited automatically by all superior roles in the hierarchy. Equally, revoking access to a page (or an entire application) is as simple as granting access. Example In this example some roles such as "Employee" or "Manager" are assigned general permissions for a given function. For example, the Employee role may provide access to menus generally available to all employees, while the Manager role provides access to menus that should only be viewed by managers. Because the Employee role is a sub-role of the Manager role, anyone assigned the Manager role automatically obtains the permissions associated with the Employee role. Other roles in this example pertain to more specific job functions, such as Sales Manager or Sales Representative.

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Role Categories

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Assigning Permissions to Roles

Assigning Permissions to Roles You can configure permissions for a role. • Data Security: You must select a business object when you create Data Security policies. Specifying the object data context (data scope) provides an additional level of access granularity for the object. Choose one of the following from the Data Context menu: - All Rows: Provides access to all rows (instances) for the database object. - Instance: Provides access to an instance (single row in the database) of the object. - Instance Set: Provides access to a related set of instances of the object. This set is specified as a predicate on the attributes of the object. The predicate is expressed as a SQL WHERE clause. • Activation Context: Restricts the availability of the permissions being assigned. If you do not define the activation (security) context, permissions are available to users in all contexts. - Operating Unit: Many organizations consist of several different operating units. You can limit your grant to be active only in the context of an individual operating unit.

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- Responsibility: Responsibilities determine the applications that can be accessed by users. You can optionally limit your grant to be available only in the context of an individual responsibility, or with all responsibilities.

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Advantages of Roles Over Responsibilities

Advantage of Roles Over Responsibilities A role can be associated with multiple responsibilities Because a single role can be associate with multiple responsibilities, multiple responsibilities can be assigned to a single role, then assigned to users as required. This is more efficient than assigning or revoking individual responsibilities to each user. When updating menu access or permissions, organizations can simply add new menu items to the responsibility with the grant flag off, then switch the grant flag on for a role if the role needs to have access to that menu. Roles can inherit the properties of other roles With role inheritance hierarchies, roles can inherit the permissions of roles. This simplifies the process of defining roles: when defining a higher-level role such as ‘manager’, there is no need to include access to employee menus and responsibilities, since these are inherited from the lower-level ‘employee’ role. Navigation menus and security functions can be separated As noted in the introduction to this section, RBAC and role inheritance allows organizations to separate navigation menus from access control: a responsibility can be defined to represent a single application, and a menu can be tailored for each application. Access to the application

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(responsibility) and its menu hierarchy are controlled by different roles, each representing a specific job function or set of people.

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Phase II: Define Roles

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Steps for Creating Roles: Define a Role Category

Steps for Creating Roles: Define a Role Category In this scenario, an organization is creating a Customer Administrator role. It will require a role category to contain this or similar roles.

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Steps for Creating Roles: Create a Role within the Role Category

Steps for Creating Roles: Create a Role within the Role Category Create a role and include it within the role category. In this scenario, the role is Customer Administrator. This role is created for an external organization, and is assigned to individuals who manage the external organization’s users. Oracle User Management ships with three seeded roles, Partner Administrator, Customer Administrator, and Security Administrator. The business scenarios and practices in this course assume that the Customer Administrator role must be created and configured to function with the other two. Note: Many of the practices in this course involve creating, configuring, and testing the Customer Administrator role. Since Oracle User Management already ships with this role, the practices require students to create a Course Administrator role that is essentially an exact copy of the seeded Customer Administrator role. Students can compare their Course Administrator role to the seeded Customer Administrator role; the two should be identical.

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Steps for Creating Roles: Place Role in Role Inheritance Hierarchy

Steps for Creating Roles: Place Role in Role Inheritance Hierarchy Place the Customer Administrator role in a role inheritance hierarchy. In this case, the ‘Partner Administrator’ role inherits permissions from the ‘Customer Administrator’ role, and from the User Management Responsibility.

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Steps for Creating Roles: Assign Permissions to Roles

Steps for Creating Roles: Assigning Permissions to Roles You can use roles to enable or disable the permissions that the ‘Customer Administrator’ role inherits from the ‘User Management’ responsibility. In this example, ‘User Maintenance UIs’ is the only permission enabled for the ‘Customer Administrator’ role when it inherits the ‘User Management’ responsibility. As a result, when an individual who is assigned the ‘Customer Administrator’ role logs on to the system, that person will be able to access ‘User Maintenance UIs’, but not be able to query users unless assigned user administration privileges.

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Steps for Creating Roles: Assign Role to a New Person

Steps for Creating Roles: Assign Role to a New Person The system administrator creates a new person and assigns the Customer Administrator Role to that user.

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Steps for Creating Roles: Test Role as Customer Administrator

Steps for Creating Roles: Test Role as Customer Administrator Log on as the newly created Customer Administrator (person assigned the Customer Administrator role) and test your capabilities.

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Delegated Administration

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What Is Delegated Administration?

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User Administration Privileges

User Administration Privileges To grant a local administrator user administration privileges, you must configure the role assigned to the local administrator. When configuring the role, you must choose which of the available people and users you want the local administrator to manage, and which permissions you want to grant the role for managing those people and users. People and Users People are any individuals in the system; users are those individuals for whom an account has been created. Permissions Permissions determine the actions that the role assignee (the local administrator) can perform on the people and users selected for that role. These permissions must be granted with a data security policy on the User Management Person (UMX_PERSON_OBJECT) business object.

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User Administration Privileges (cont.)

Configuring Roles for User Administration Local administrators can be granted different privileges for different subsets (groups) of users. For example, a local administrator can be granted privileges only to query one set of users, and granted full privileges (including update and reset password) for another set. Local administrators cannot query users for which they do not have administration privileges. Example In this example, assignees of the Local Administrator Role can manage two subsets of their organization’s users and people, Subset A and Subset B. They have permissions to query and edit person details, manage user accounts, and reset passwords for all users of Subset A. However, they can only query person details for all users of Subset B.

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Role Administration Privileges

Role Administration Privileges A role can specify a subset of roles that the assignee can manage. To grant a local administrator role administration privileges, you must configure the role assigned to the local administrator. When configuring the role, you must choose which of the available roles in the system you want the local administrator to manage. There is a single seeded permission available for defining role administration privileges for roles, which has a function code of UMX_OBJ_ADMIN_ROLE. To enable role administration, this permission must be granted with a data security policy on the User Management Role (UMX_ACCESS_ROLE) business object.

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Seeded Permissions for User Administration

Seeded Permissions for User Administration All user administration privileges must be granted with a data security policy on the User Management Person (UMX_PERSON_OBJECT) business object. The Query Person Details (UMX_OBJ_VIEW_PERSON) permission is the minimum permission required by any security administrator who wishes to manage people and users in Oracle User Management. The Maintain System Accounts (UMX_SYSTEM_ACCT_ADMINSTRATION ) permission is only granted to system administrators.

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Managing Roles with Role Administration

Managing Roles with Role Administration In this example, the local administrator can assign roles to (or revoke roles from) the users in Subsets (groups) A and B.

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Seeded Permissions for Role Administration

Seeded Permissions for Role Administration All role administration privileges must be granted with a data security policy on the User Management Role (UMX_ACCESS_ROLE) business object.

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Organization Administration Privileges

Organization Administration Privileges This privilege enables local administrators to search for people based on their organization, assuming the local administrator has also been granted access to view the people in that organization (User Administration Privileges). Depending on the administration account registration process has been granted, the administrator may have the ability to register new people for that organization.

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Seeded Permissions for Organization Administration

Seeded Permissions for Organization Administration Privileges All role administration privileges must be granted with a data security policy on the User Management Organization (UMX_OBJ_VIEW_RLTNSHPS) business object.

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Delegated Administration vs. Traditional System Administration

Advantages of Delegated Administration Over Traditional System Administration With traditional system administration, one or more trusted individuals manage access control and users for the entire organization. The system administrator must assign access privileges to a potentially large number of people and users. With delegated administration, local administrators manage a specific subset of the organization’s users and roles. Because they can only assign a specific set of roles to a specific set of users, local administrators ensure that security is maintained along functional areas. Generally, local administrators will have a working relationship with the set of users they manage.

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Phase III: Setting Up Delegated Administration

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Steps for Implementing Delegated Administration: Set Up User Administration for a Role

Set Up User Administration for a Role The system administrator sets up user administration for the Customer Administrator role by determining the users it enables the assignee to manage and the manner (permissions) in which those users can be managed.

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Steps for Implementing Delegated Administration

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Steps for Implementing Delegated Administration

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Steps for Implementing Delegated Administration

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Registration Processes

Registration Processes Oracle User Management contains the following registration processes: Self-Service Account Requests Commonly referred to as Self-Service Registration, self-service account requests provide a means for people to request a new user account. For example, customers may need to register before they can purchase an item from an online store. After completing the registration process, the customer obtains both a user account and the necessary role(s) to access the store. Requests for Additional Access Users can request additional access through the Oracle User Management Access Request Tool (ART), available on the global preferences menu. Requests for Additional Access uses the same Oracle User Management infrastructure and processing logic as Self-Service Account Requests. Account Creation By Administrators Administrators can benefit from existing registration processes designed to streamline the process of creating and maintaining user access. Registration Processes of this type are geared toward administrators, especially delegated administrators, to ensure consistent application of

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the client's user security policies. Each account creation registration process can be made available to select administrators.

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Registration Processes: Core Components

Registration Process Core Components Roles are assigned after the user successfully completes the registration process: • The registration user interface is optional, and is used for collecting account or additional information. • The workflow is used for approval, confirmation, rejection, and identity verification notifications. • The approval management transaction type represents a set of approval routing rules that are interpreted at runtime. • The set of users eligible to request additional access are only applicable for the Request for Additional Access registration processes. • Identity verification confirms the identity of a requester before the registration request is processed. An email notification is sent to the submitting email address. If the recipient does not reply within a predetermined amount of time, the request will be automatically rejected. The set of local administrators should be able to register people and/or create users through the Account Creation by Administrators registration process.

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Self-Service Account Requests

Self-Service Account Requests Self-service account requests provide a method for persons to request a new user account. Recall the earlier example where customers need to register before they can purchase an item from an online store: after completing the registration process, the customer obtains both a user account and the necessary role(s) for access to the store. Accounts and user accounts (person party in TCA) in this course refer to an individual's login account, stored in the FND_USER table. This release of Oracle User Management provides sample Self-Service registration UIs for internal employees and for new, external individuals. Organizations can copy these sample Self-Service registration and extend them based on their own requirements. In addition, organizations wishing to support other types of users, or capture additional user information, can create their own registration UIs and business logic.

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Requests for Additional Access

Requests for Additional Access When users request additional access to the system, they are in effect making a request to be granted additional roles. The availability of additional roles depends on the user’s current roles. For example, an organization’s employees could request roles that further define their job functions, while customers of that organization would not be able to request those same roles. For example, an employee could request the ‘Support Rep’ role, but a customer could not.

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Account Creation by Administrators

Account Creation by Administrators Each account creation registration process can be made available to selected administrators.

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Phase IV: Creating Registration Processes

Steps for Creating Registration Processes The following slides describe the steps in the creation of registration processes.

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Steps for Creating Registration Processes: Provide Required Description Information

Steps for Creating Registration Processes: Provide Required Description Information The System Administrator creates the request for additional access registration process and assigns it to one of the roles managed by the Customer Administrator. The Customer Administrator subsequently logs on and assigns that role to a new user. You must provide the following information for the registration process description: • Role: The role with which you optionally associate the registration process, and which is assigned to the user at the end of the registration process. • Type: Type of registration process you wish to create. • Registration Process Code. Unique identifier for the registration process. • Display Name: Display name for the registration process. • Description: Description of the registration process. • Application: Application with which the registration process is classified, which can be used for querying the registration process. • Active From: Date from which the registration process is first active. Copyright © Oracle Corporation, 2007. All rights reserved.

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• Active To: Date you can (optionally) specify to terminate the registration process.

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Steps for Creating Registration Processes: Enter Runtime Execution Information

Steps for Creating Registration Processes: Enter Runtime Execution Information Enter the runtime execution information for the registration process and click the Next button. This information specifies: • Registration Start Page: The first page (represented as a function) in the registration process, which captures any additional user registration information. This page is optional, unless you are creating a Self-Service Account Request registration process. • Notification Event: The workflow business event that invokes a workflow. The notification workflow subscribes to the event, and subsequently sends notifications to the approver or to the user. • Approval Transaction Type: The set of approval routing rules that is interpreted at runtime by the Oracle Approval Management rules engine. Based on the user transaction types you have defined specifically for use with Oracle User Management, the rules determine whether approval is required, and if so, by which set of users.

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Steps for Creating Registration Processes: Enter Eligibility Information

Steps for Creating Registration Processes: Enter Eligibility Information Enter the eligibility information for the registration process by selecting the appropriate roles or groups. In this case, eligibility will be everyone. For Requests for Additional Access, eligibility defines the users who are able to register for the role associated with the registration process. For Account Creation by Administrators, eligibility determines which administrators can register new users through the registration process. Oracle User Management ships with the following seeded permissions for defining eligibility policies: Administrator Assisted Account Creation (UMX_OBJ_ADMIN_CRTN_FLOW ) Permission representing "Administrator Assisted Account Creation" registration processes. Must be granted as a data security policy on the Registration Process (UMX_REG_SRVC) business object. Self-Service Eligibility (UMX_OBJ_ROLE_ELGBLTY) Permission representing registration processes for additional access determines the set of end users who are eligible to register for a given role/registration process. Must be granted as a data security policy on the Registration Process (UMX_REG_SRVC) business object.

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Steps for Creating Registration Processes: Register Subscriptions to Business Events

Steps for Creating Registration Processes: Register Subscriptions to Business Events Register subscriptions to the appropriate business events raised by Oracle User Management, ensuring that your subscription logic writes the registration data to the appropriate destination schemas.

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Steps for Creating Registration Processes: Optionally Set Profile Options

Steps for Creating Registration Processes: Optionally Set Profile Options Optionally set the following profile options for registration processes of type Self-Service Account Request: • Registration Links: Oracle User Management provides support for displaying different registration links on the login page, based upon the application tier through which the login page is accessed. Organizations can set the server level profile option, “UMX: Register Here Link: Default Registration Process” (UMX_REGISTER_HERE_REG_SRV) to specify different destinations for the registration link. • Registration Parameters: The registration link can also contain additional parameters that are not known at design time. These parameters are available at all stages of the registration process; for example, for routing approval requests. Organizations can set the server level profile option, “UMX: Register Here Link: Default Registration Parameters” (UMX_REGISTER_HERE_REGPARAMS) for this. The format for this profile option is: "ParamName1=ParamValue1&ParamName2=ParamValue2”.

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• UI-specific Parameters: Organizations can additionally specify parameters used to control the rendering of the registration user interface, such as the menu displayed in the registration UI. The server level profile option, “UMX: Register Here Link: Default Html Parameters” (UMX_REGISTER_HERE_HTMLPARAMS) can be set for this. The format for this profile option is: "ParamName1=ParamValue1&ParamName2=ParamValue2“.

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Steps for Creating Registration Processes: Optionally Set Login Page UI Attributes

Steps for Creating Registration Processes: Optionally Set Login Page UI Attributes Optionally set the UI attributes for the login page using the profile option, Local Login Mask: FND_SSO_LOCAL_LOGIN_MASK. For the Login page to display one or more of these optional attributes, add the numeric values of all desired attributes and set the value of the profile option to that value: • USERNAME_HINT = 01 • PASSWORD_HINT = 02 • CANCEL_BUTTON = 04 • FORGOT_PASSWORD_URL = 08 • REGISTER_URL = 16 • LANGUAGE_IMAGES = 32 • SARBANES_OXLEY_TEXT = 64

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For example, to show PASSWORD_HINT and FORGOT_PASSWORD_URL only, set the profile option to 10 (02+08). To show just the LANGUAGE_IMAGES set the value to 32, which is the default.

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Steps for Creating Registration Processes: Test as Customer Administrator

Steps for Creating Registration Processes: Test as Customer Administrator The Customer Administrator assigns the role associated with the registration process to a customer. The customer can then request additional access. You perform this test in Phase IV: Understand and Test the Self-Service Features.

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Managing Proxy Users

Managing Proxy Users Proxy users are set up by logging in as System Administrator, navigating to User Management > Users, querying the user (delegator) who is to grant proxy privileges to other users, clicking on the Update icon of the results table to navigate to the User Details page, clicking on the Assign Role button, searching for Manage Proxies role in the list of values, and selecting this role. Proxy User privileges are delegated by logging on as a user with the Manage Proxies role, clicking on the Global Preferences menu, clicking on the Add People button under the Manage Proxies link, and selecting a user from the list of values. Once the changes have been saved, a notification is sent to the user who has been granted the proxy privileges. Acting as a Proxy User • Users permitted to act on behalf of other users will have their names displayed with the prefix Logged in as in the upper right of the page. • To switch to another user (act as a delegate), a user can choose the Switch User icon and link to access the Switch User page. • After a delegator has been selected, the application will enter Proxy Mode. While in this mode, the icon and link will change from Switch User to Return to Self. Copyright © Oracle Corporation, 2007. All rights reserved.

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Using Proxy Mode turns on Page Access Tracking, to enable auditing of pages visited by the user when acting as a proxy. Go to Preferences > Manage Proxies > Run Proxy Report

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Self-Service Features

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Self-Service Features

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Login Assistance

Login Assistance System administrators often have to reset a user's forgotten password, or even advise a user of the account's user (login) name. This is unproductive for both the user and the administrator. In addition, a user may request the password to be reset, when it is actually the user name that has been forgotten, or vice versa. A new feature in Release 12 helps reduce the time spent on such administrative activities, by implementing a login help mechanism on the E-Business Suite Login Page. A user simply clicks on the "Login Assistance" link located below the Login and Cancel buttons. On the login assistance screen that appears, the user can either go to the Forgot Password section and enter the correct user name, or to the Forgot Username section and enter the email address associated with the account. The user will then either be emailed either password reset details or the user name, as applicable. For security, the relevant data is stored securely in workflow tables, and the secure URLs employed by the mechanism have both an expiration time and a single-use limitation.

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Summary

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Profile Options Chapter 7

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Profile Options Chapter 7 - Page 1

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Profile Options Chapter 7 - Page 2

Managing Profile Options

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Profile Options Chapter 7 - Page 3

Objectives

Lesson Aim As a system administrator, you control various options in Oracle Applications that determine how your applications look and feel. These options can also control how each application operates. This lesson shows you how to specify these values.

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Personal Profile Values

Personal Profile Values For further information on using the Personal Profile Values window see: (Help) Oracle Applications User’s Guide > Profile Options > Setting Your Personal User Profile The table FND_PROFILE_OPTION_VALUES stores values for user profile options. Each row includes values that identify the profile option; the profile level; and the user, responsibility, application, organization, server, or site for whom the profile value is set. There is one row for each profile option setting (at each level, for each user, and so on).

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System Profile Options - Profile Hierarchy Types

System Profile Options - Hierarchy Types Of the three hierarchy types, the Security type is most widely used.

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Profile Hierarchy Levels - Security

Setting Profile Hierarchy Levels You can set user profiles at different levels, using one of three hierarchies. Most profile options use the Security hierarchy, in which setting a user profile affects application users across one of four different levels. Site Level Site-level settings apply to all users at an installation site. To display the name of your installation site, select About Oracle Applications from the Help menu. Application Level Application-level settings apply to all users of the specified application. For example, a profile could be set that applies to all Oracle General Ledger users. Profile options that can be set at the application-level override options set at the site level. Responsibility Level Responsibility-level settings apply to all users currently signed on under the responsibility. For example, a profile could be set that applies to all users of the Oracle General Ledger GL budget supervisor responsibility. Profile options that can be set at the responsibility level override options set at the site and application levels. User Level User-level settings apply to individual users, identified by their application usernames. For example, a user profile could be set that applies only to user JDoe. Profile options set at the user level override all other options.

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Profile Hierarchy Levels – Organization

Profile Hierarchy Levels - Organization The second hierarchy type is Organization, where organization refers to operating unit. For example, clerks in different organizations may need to have different values for a given profile option, depending on their organization, but clerks in the same organization would use the same value. The Organization hierarchy type allows system administrators to set a profile option at the organization level, so that all users within that organization will use the profile option value set once at the organization level. Profiles using the Organization type use the hierarchy Site - Organization – User, where a user level option overrides the organization level option, which overrides the site level option. An example of a profile option using the hierarchy type Organization is AR: Default Credit Management Currency (Receivables).

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Profile Hierarchy Levels - Server

Profile Hierarchy Levels - Server The Server hierarchy type is used when the system needs to determine the server on which the user's session is running. For example, the profile Applications Web Agent (Application Object Library) can be defined using the Server type. The setting of this profile option can differ for an internal server versus an external one. Cookie validation, for example, can then be done against the value of this profile option. Profiles using the Server type use the hierarchy Site Server - User, where a user level option overrides the server level option, which overrides the site level option. Another example of a profile option using the Server hierarchy type is Node Trust Level (Application Object Library).

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Profile Options Chapter 7 - Page 9

System Profile Options

Setting System Profile Options For profiles using the Security hierarchy type, if you choose to set a value at the Application, Responsibility, or User level, you must also specify the particular Application, Responsibility, or User. Any values defined at a lower level than the level chosen will also be displayed. Likewise, for profiles using the Organization hierarchy, if you choose to set a value at the Organization or User level, you must also specify the particular Organization or User. For profiles using the Server hierarchy, if you choose to set a value at the Server or User level, you must also specify the particular Server or User. Any values defined at a lower level than the level chosen will also be displayed. For a complete description of the fields in the System Profile Values window see: (Help) Applied Technology > Oracle Applications System Administration > Setting Profile Options > System Profile Values Window

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Profile Options Chapter 7 - Page 10

Using User Profile Values as Defaults

Default User Profile Values After profile values have been defined, they can be referenced elsewhere in Oracle Applications. The figure shows the locations where profile values can be used to supply default processing values. • Enter the setting of a profile option as a default value by selecting Profile as the default type, and then enter the internal name (not end-user name) of the profile option as the value in the Default Value field. • Look up the internal name of the profile option in the User Profiles appendix of the Oracle Applications System Administrator’s Guide.

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Profile Options Chapter 7 - Page 11

Profile Categories

Profile Categories (N) Functional Administrator responsibility > Core Services > Profile Categories Profile options can be grouped into logical categories based on their functional area. A profile option can belong to more than one profile category. You can create new or update existing profile categories. The following slides describe some of the more commonly-used profile options. They do not represent all the profile options included in each listed profile category.

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Profile Options Chapter 7 - Page 12

Auditing Related Profile Options

How to Use Profile Options Related to Auditing These two profile options are used to enable auditing within Oracle Applications. They belong to the “Security” profile category. AuditTrail: Activate This option enables auditing of changes to database tables. AuditTrail tracks which rows in a database table or tables were updated, at what time, and which user was logged in using the form or forms. Sign-On: Audit Level This option allows you to select a level at which to audit users signing on to Oracle Applications. Choose from four audit levels which increase in functionality: • None – default value. No users will be audited. • User – tracks who signs on to your system, the times the users log on and off, and the terminals used. • Responsibility – performs the User-level audit as well as tracking the responsibilities the users choose and how much time spent as each responsibility.

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Profile Options Chapter 7 - Page 13

• Form – performs the Responsibility-level audit and also tracks the forms the users choose and how long each form is used.

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Profile Options Chapter 7 - Page 14

Currency-Related Options

How to Use Currency-Related Options The options shown in the figure control the editing of monetary fields. They belong to the “NLS” profile category. Currency: Negative Format This option enables the user to select the indicators for a negative amount. Currency: Positive Format This option enables the user to select the indicators for a positive amount. Currency: Thousands Separator This option enables the user to request that a comma be inserted appropriately within a number of a thousand or more.

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Profile Options Chapter 7 - Page 15

Flexfield-Related Options

How to Use Flexfield-Related Options The options shown on the figure control the behavior of flexfield processing. These profile options belong to the “Flexfields” profile category. AutoSkip As soon as you enter a valid value into a flexfield segment, AutoSkip automatically positions your cursor in the next segment. Shorthand Entry This option controls the behavior of shorthand entry of flexfields if shorthand entry has been defined. Show Full Value If both shorthand entry and a complete alias have been defined for a flexfield, and this option is set to no, the complete flexfield window does not open when the alias is entered. If this option is set to Yes, the window always opens. Validate on Server Set this option to Yes to enable server-side validation of key flexfields. This improves performance when using key flexfields over a wide-area network. Copyright © Oracle Corporation, 2007. All rights reserved.

Profile Options Chapter 7 - Page 16

BiDi Direction This option controls the appearance of the flexfields window in Applications running in Semitic languages. LOV Warning Limit Sometimes an LOV can take a very long time to run if there is a very significant amount of data in it. Set this option to the number of rows to be returned before you are asked to continue retrieving the entire list. Open Descr Window This option allows you to control whether a descriptive flexfield window automatically opens when you navigate to a customized descriptive flexfield.

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Profile Options Chapter 7 - Page 17

Online Reporting-Related Options

How to Control Output Processing at the System Level The options shown in the figure control output processing at the system level. They belong to the “Concurrent Processing File Server” profile category. RRA: Enabled Set this user profile to Yes to use the Report Review Agent to access files on concurrent processing nodes. RRA: Delete Temporary Files When users use a custom editor to view a concurrent output or log file, the Report Review Agent makes a temporary copy of the file on the client. Setting this option to Yes automatically deletes these files when the user exits Oracle Applications. RRA: Maximum Transfer Size Specify, in bytes, the maximum allowable size of files transferred by the Report Review Agent. If you enter no value, there is no size limit. RRA: URL Specify a URL that points to the CGI script on your WebServer to use the Report Review Agent to access files on concurrent processing nodes. Copyright © Oracle Corporation, 2007. All rights reserved.

Profile Options Chapter 7 - Page 18

Personal Output Viewer Options

How the User Can Control Request Output A user can set several options to control request output. You can specify different tools to view different output types, as well as different font sizes. If a user asks to send request completion notifications to other people, a URL pointing to request results can be sent. These profile options belong to the “Concurrent Processing View Requests” profile category.

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Profile Options Chapter 7 - Page 19

User-Related Concurrent Request Profile Options

How to Use User-Related Concurrent Request Profile Options These belong to the “Concurrent Processing Execution” profile category. Concurrent: Attach URL Setting this option to “Yes” causes a URL to be attached to request completion notifications. When a user submits a request, and specifies people to be notified in the defining completion options region, a URL is appended to the notification that enables them to view the request online. Concurrent: Save Output You can save your request outputs in a file if one is generated. This allows you to reprint a request. Concurrent: Active Request Limit You can limit the number of requests that can be run simultaneously by each user, or for every user at a site. Concurrent: Request Priority This displays the default priority number for your concurrent requests. Priorities range from 1 (highest) to 99 (lowest). The default is 50. Copyright © Oracle Corporation, 2007. All rights reserved.

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Concurrent: Sequential Requests Setting this option to Yes forces requests to run sequentially in the order in which they were submitted.

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Profile Options Chapter 7 - Page 21

Security Signon Profile Options

How to Use Security Signon Profile Options These profile options belong to “Security” profile category. Sign-On:Notification Setting this option to “Yes” displays a message at login that indicates: • Concurrent request failures since your last session • How many times someone tried to log on to Oracle Applications with your username and an incorrect password • When the default printer identified in your user profile is unregistered or not specified Signon Password Hard to Guess This profile option sets rules for choosing passwords to ensure that they will be “hard to guess.” A password is considered hard-to-guess if it follows these rules: • It contains at least one letter and at least one number • It does not contain the username • It does not contain repeating characters Signon Password Length Copyright © Oracle Corporation, 2007. All rights reserved.

Profile Options Chapter 7 - Page 22

Signon Password Length sets the minimum length of an Applications signon password. If no value is entered, the minimum length defaults to 5. Signon Password No Reuse This profile option specifies the number of days that a user must wait before being allowed to reuse a password.

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Profile Options Chapter 7 - Page 23

Summary

Lesson Summary An important function of the system administrator is to control the default behavior and appearance of Oracle Applications. This is done by specifying profile values. In this lesson you saw how to display and update profile values. You also learned how to reference previously defined profile values elsewhere in Oracle Applications.

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Profile Options Chapter 7 - Page 24

Auditing System Resources Chapter 8

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Auditing System Resources Chapter 8 - Page 1

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Auditing System Resources Chapter 8 - Page 2

Auditing System Resources

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Auditing System Resources Chapter 8 - Page 3

Objectives

Lesson Aim As system administrator you may audit application users and the changes they make to application data. You will learn how both of these options are set and why you use them.

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Auditing System Resources Chapter 8 - Page 4

Auditing Oracle Applications

Changes to Audit in Oracle Applications Within Oracle Applications, you can audit user activity and database row changes. SignOn Audit Feature The SignOn Audit feature enables you to monitor user activity. You can audit at the user, responsibility, or form level. When you enable Signon Audit, you specify the desired level of auditing. Signon Audit provides two methods for viewing audit data: • The Monitor Users form provides online access to audit data. • Various Signon Audit reports are available. AuditTrail Feature With the AuditTrail feature you can keep a history of changes to your important data: what changed, who changed it, and when it changed. With AuditTrail, you can easily determine how any data row or element obtained its current value. The audit data is stored in database tables that can be queried by using any standard Oracle SQL tool.

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Auditing System Resources Chapter 8 - Page 5

Auditing User Activity

Signon Audit Feature You can audit and monitor user activity by enabling the Oracle Applications Signon Audit feature, enabling you to track the activity of users signed on to Oracle Applications. Implement the Signon Audit feature by updating the Sign-On: Audit Level system profile. With Signon Audit you can choose whom to audit and what type of user information to track. You can selectively determine what audit information you need to match the needs of your organization. Signon Audit Reports Signon Audit reports give you historical, detailed information on what your users do in your application. You control the data selected for the reports as well as how the data is presented. Monitor Users Window The Monitor Users window gives you online, real-time information about who is using Oracle Applications and for what purpose. You can see which users are signed on and which responsibilities and forms they are using.

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Auditing System Resources Chapter 8 - Page 6

Signon Audit Profile Option

Signon Audit Levels The Sign-On: Audit Level profile option enables you to select a level at which to audit users who sign on to Oracle Applications. The four possible audit levels increase in functionality and detail of auditing. • None: Is the default value and disables the Signon Audit feature. • User: Auditing at the user level tracks who signs on to your system and the times that users log on and off. • Responsibility: Auditing at the responsibility level tracks all the information tracked at the user level, including the responsibility the user is using and how much time the user used the responsibility. • Form: Auditing at the form level tracks all the information tracked at the user and responsibility levels as well as which forms the user chooses and how long he or she uses those forms. The recommended setting is Form to enable as much auditing as possible. At this setting, the system logs all user sign-ons, responsibility selections and instances of access to forms. Note: This profile option can be set in the Oracle Applications Manager Signon Audit Setup page. Copyright © Oracle Corporation, 2007. All rights reserved.

Auditing System Resources Chapter 8 - Page 7

Signon Audit Reports

Reports The Signon Audit feature can generate several reports detailing information gathered by Signon Audit. These reports are shown in the figure. • Signon Audit Forms • Signon Audit Users • Signon Audit Responsibilities • Signon Audit Concurrent Requests Report • Signon Audit Unsuccessful Logins Report

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Auditing System Resources Chapter 8 - Page 8

Signon Audit Forms Report

Using the Signon Audit Forms Report Use the Signon Audit Forms Report to view who is navigating to what form and when. You can use this report to check for bottlenecks in the system. The report contains the following columns: • User Name: Oracle Applications username of the user who accessed the form • Responsibility Name: Name of the responsibility from which the user accessed the form. (The responsibility is displayed only if you audited the user at the responsibility or form Signon Audit level.) • Start Active Time/End Active Time: Dates and times when the user accessed and exited the form (This information is displayed only if you audited at the form level.) • Form Name: Name of the form the user accessed. (The form name is displayed only if you audited the user at the form level.)

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Auditing System Resources Chapter 8 - Page 9

Signon Audit Concurrent Requests Report

Using the Signon Concurrent Requests Report You can use this report to view information about concurrent requests. • Login Name: Operating system login name of the user who submitted the concurrent request. • Request ID: Concurrent request ID of the submitted concurrent request. • Concurrent Program Name: Name of the concurrent program the user submitted. • User Name: Oracle Applications username of the user who submitted the concurrent request. • Responsibility Name: Name of the responsibility from which the user submitted the concurrent request. (The responsibility is displayed only if you audited the user at the responsibility or form level.) • Form Name: Name of the form from which the user submitted the concurrent request. (This information is displayed only if you audited the user at the form level.) • Requested Start Time: Date and time when the request started running.

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Auditing System Resources Chapter 8 - Page 10

Signon Audit Responsibilities Report

Using the Signon Audit Responsibilities Report You can use this report to view who is selecting what responsibility and when. The report contains the following columns: • User Name: Oracle Applications username of the user who selected the form. • Responsibility Name: Name of the responsibility that the user used. (The responsibility is displayed only if you audited the user at the responsibility or form level.) • Start Active Time/End Active Time: Dates and times when the user selected or exited the responsibility. The start active time and end active time are displayed only if you audited the user at the responsibility or form level.

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Auditing System Resources Chapter 8 - Page 11

Signon Audit Unsuccessful Logins Report

Using the Signon Audit Unsuccessful Logins Report You can use this report to view who attempted unsuccessfully to sign on to Oracle Applications as another user. An unsuccessful login occurs when a correct username is entered with an incorrect password. The report contains the following columns: • Username: Oracle Application username of the user who unsuccessfully signed on. • Attempt Time: Date and time when the user unsuccessfully tried to sign on.

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Auditing System Resources Chapter 8 - Page 12

Signon Audit Users Report

Using the Signon Audit Users Report You can use this report to view who signs on and for how long. The report contains the following columns: • Session Number: Oracle Applications session number uniquely identifying each application user sign-on. • User Name: Oracle Applications username of the user who signed on. • Start Active Time/End Active Time: Dates and times when the user accessed/ exited Oracle Applications. (The start active time and end active time display only if you audited the user at the user Signon Audit level.) • ORACLE Process: Oracle Process ID used during the user’s sign-on.

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Auditing System Resources Chapter 8 - Page 13

Purge Audit Records

Purge Signon Audit Data Purge end-user access data using the Purge Signon Audit Data concurrent program. This concurrent program purges all audit records older than a user-supplied date. Run this concurrent program between once a week and once a month, retaining thirty to ninety days of records. This concurrent program purges the following tables: • FND_LOGIN_RESP_FORMS • FND_LOGIN_RESPONSIBILITIES • FND_LOGINS • FND_UNSUCCESSFUL_LOGINS Purge concurrent request data using the Purge Concurrent Request and/or Manager Data concurrent program. Run this concurrent program at least once a week and retain 14 to 90 days of records. Note: This concurrent program can be scheduled and monitored through Oracle Applications Manager, from the Critical Activities tab on the Applications Dashboard.

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Auditing System Resources Chapter 8 - Page 14

Monitor Users Window

Monitor Users Window (N) Security > User > Monitor

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Auditing System Resources Chapter 8 - Page 15

Auditing Database Changes

Auditing Important Data AuditTrail enables you to keep a history of changes to your important data. You can track what changed, who changed it, and when it was changed. Using AuditTrail, you can easily determine how any data row or column obtained its current value. When you enter or update data through your forms, you change the underlying database tables. AuditTrail tracks which rows in the database were updated. Audit information for each of these changes is stored in audit tables that can then be queried and reported upon.

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Auditing System Resources Chapter 8 - Page 16

Steps for Setting Up AuditTrail

How to Set Up the AuditTrail The figure shows the steps involved in implementing AuditTrail. These steps are covered in the subsequent slides. • Because there is overhead involved in recording audit information, it is important to determine which columns of which tables should be audited; not all changes to all tables need to be tracked. • After you have identified what to audit, you can begin setting up AuditTrail definitions. You should select tables for auditing that are functionally related. Create an Audit Group containing these related tables. • For each of the tables in the audit group, you must define which columns are to be audited. The primary key columns for these tables are automatically included. • Enable auditing of a particular Oracle ID (schema) by defining audit installations, thus enabling you to audit across multiple application installations. • After your definitions are complete, run the AuditTrail Update Tables Report program to create your audit tables and enable auditing for your audit group. • There are no predefined audit reports. You can use any SQL tool to retrieve information from your audit tables. Copyright © Oracle Corporation, 2007. All rights reserved.

Auditing System Resources Chapter 8 - Page 17

Identify Tables and Columns to Audit

Determining Columns and Tables to Audit You should select columns from tables that are functionally related. For example, if the accounting department wants to audit changes to any customer transactions involving cash receipts, columns from the Customer Transactions Lines table, the Cash Receipts table, and the Adjustments table would be good candidates for auditing.

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Auditing System Resources Chapter 8 - Page 18

Create an Audit Group

Audit Groups (N) Security > AuditTrail > Groups Once you have your tables and columns identified, you should group those tables into an audit group. In the figure, the three tables mentioned have been placed together in a Receivables Internal Control audit group.

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Auditing System Resources Chapter 8 - Page 19

Audit Tables Window

Audit Tables Window (N) Security > AuditTrail > Tables For further descriptions of the Audit Tables window see: (Help) Applied Technology > Oracle Applications System Administration > User and Data Auditing > Audit Tables Window

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Auditing System Resources Chapter 8 - Page 20

Identifying the Schema to be Audited

(N) Security > AuditTrail > Install

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Auditing System Resources Chapter 8 - Page 21

Enabling Audit Processing

(N) Requests > Run

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Auditing System Resources Chapter 8 - Page 22

Audit Shadow Tables

What Audit Shadow Tables Identify For each table being audited, an audit shadow table is created. This table contains audit processing data such as the transaction type (for instance, INSERT) and time-stamp data, the primary key columns of the audited table, and whatever columns are being audited. In the example above, the CUSTOMER_TRX_ID, APPROVED_BY, CREATED_BY, and ACCT._AMOUNT of the AR_ADJUSTMENTS_ALL table are being audited so the shadow table includes these columns as well as the other columns required by the audit process.

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Auditing System Resources Chapter 8 - Page 23

Shadow Table Views

Using Shadow Table Views Two views are created for a shadow table. These views are called Shadow_Table_Name_Avn and Shadow_Table_Name_Acn where n is a number. If the number of columns being audited is very large, multiple views are created and numbered sequentially. The presentation of the audit table data is different depending on whether you are querying the AV view or the AC view. The AC view enables you to reconstruct the value for a row at a given time while the AV view provides simple access to when a value was changed.

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Auditing System Resources Chapter 8 - Page 24

Summary

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Auditing System Resources Chapter 8 - Page 25

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Auditing System Resources Chapter 8 - Page 26

Managing Printers Chapter 9

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Managing Printers Chapter 9 - Page 1

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Managing Printers Chapter 9 - Page 2

Managing Printers

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Managing Printers Chapter 9 - Page 3

Objectives

Lesson Aim Installing a new printer is a typical responsibility of the system administrator. A less common need is to customize the software that supports printers. This lesson covers the basics of printer setup and the Pasta printing utility. References for additional information on customizing your printer setup are also provided. To set up your printers, you can either use the Pasta utility, in which you enter configuration data in a file called pasta.cfg, and use predefined components. Alternatively, you can use the printing setup windows to define your components and enter configuration information.

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Managing Printers Chapter 9 - Page 4

Oracle Print Definition Components

Required Formatting Information for Components The formatting information required by your printer is specified by the components shown on this figure. Printer Type Describes what kind of a printer you have. This is the manufacturer and model—for example, a DEC LN03 printer or an HP LaserJet III printer. Printer Style • Describes how a report should be printed • Determines the number of lines (rows) per page • Determines the width of each line (number of columns) • Controls whether to print a header page Printer Driver • Contains the set of commands that tell a printer how to print in the print style chosen • Initializes printing orientation • Resets printer driver’s instructions for next print job Copyright © Oracle Corporation, 2007. All rights reserved.

Managing Printers Chapter 9 - Page 5

Printer Drivers Versus SRW • A printer driver formats the destination printer. • An SRW driver formats text and sets page breaks in an Oracle Reports file.

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Managing Printers Chapter 9 - Page 6

Relationships of the Printer Components

How the Print Components Are Related Oracle Applications uses the components shown on the previous figure to store the information necessary to print a report. This figure shows how the components are related to provide a flexible method of defining your print environment. The printer type is at the heart of your print definitions. The above figure displays: • A printer is registered as a printer type. • A printer style is associated with a printer type. • A printer driver is assigned to a printer type.

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Managing Printers Chapter 9 - Page 7

Formatting Information

Formatting Information For a printer to produce a report, it requires three basic types of formatting instructions: text, document, and printer. Text Formatting • Oracle Reports generates reports for the various Oracle Applications. • When Oracle Reports formats text as bold or underlined, and sets page breaks, formatting codes are used. • A SQL*ReportWriter (SRW) driver defines text formatting codes used by Oracle Reports. Document Formatting • The dimensions for a report output file are predefined as the number of rows and columns (height and width). • A print style defines the dimensions for a report output file. Printer Formatting • A printer prints in a certain orientation, portrait or landscape. • A printer can also start printing with a specific font and type size. These instructions are contained in an initialization string. Copyright © Oracle Corporation, 2007. All rights reserved.

Managing Printers Chapter 9 - Page 8

• A printer driver defines initialization and reset strings.

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Managing Printers Chapter 9 - Page 9

Defining Printers

How to Define Printers The figure shows the sequence of operations to define printers. Generally, you simply register a new printer by using existing definitions as shown in the path on the left. However, in some cases you must modify existing definitions or create new definitions to accommodate a new printer as shown on the right. This lesson focuses on printing with the Pasta printing utility, which greatly simplifies your configuration. Custom configurations not using Pasta (those that would follow the illustration on the right) are covered in the Oracle Applications System Administrator’s Guide – Configuration.

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Managing Printers Chapter 9 - Page 10

Finding Existing Printer Types

Printer Types Window (N) Install > Printer > Types For a complete explanation of the fields in this form see: (Help) Applied Technology > Oracle Applications System Administration > Printers > Printer Types Window

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Managing Printers Chapter 9 - Page 11

Registering a New Printer

Registering a New Printer (N) Install > Printer > Register For a complete explanation of the fields in this form see: (Help) Applied Technology > Oracle Applications System Administration > Printers > Printers Window

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Managing Printers Chapter 9 - Page 12

Defining a New Printer Type

Defining a New Printer Type (N) Install > Printer > Types For a complete explanation of the fields in this form see: (Help) Applied Technology > Oracle Applications System Administration > Printers > Printer Types Window

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Managing Printers Chapter 9 - Page 13

Printing with Pasta

Overview of Printing with Pasta Pasta is an Oracle Applications utility that converts text report files to PostScript and also enables the printing of custom PostScript reports from Oracle Applications. The reports can then be directed to any PostScript printer. Setting up your system to use Pasta is simpler than the standard Oracle Applications printer setup procedure. The Printer Type, Printer Driver, and SRW driver files are provided. The only setup required to begin printing is the registration of the printer with Oracle Applications. Many printing options can be defined using the Pasta configuration file (pasta.cfg). You no longer need to maintain multiple drivers and styles for each printer. Pasta is provided as an executable named FNDPSTAX. For updates and more details, see the Pasta 3.0.4.0 User’s Guide for Release 12 available from OracleMetaLink Note 239196.1.

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Managing Printers Chapter 9 - Page 14

Setup for Basic Printing with Pasta

Setup for Basic Printing with Pasta Use the following Steps to enable any PostScript printer to print text or PostScript reports in the following styles: Landscape, Landwide, Portrait, or Dynamic. Use the Printers window to register your printer: 1. Enter your printer’s name as defined in the operating system and applications. 2. Select “––Pasta Universal Printer” from the list of values for the printer Type. You are now ready to print text and PostScript reports from your PostScript printer using the default Pasta configuration.

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Managing Printers Chapter 9 - Page 15

The pasta.cfg file

The pasta.cfg file The pasta.cfg file controls many printing options, such as margins, or output type. The pasta.cfg file is an ASCII text file that is shipped in the $FND_TOP/resource/ directory. Special options are included to support Arabic, Hebrew, and Thai data. If you have printers that require special setup, you can customize these options by creating a configuration file for each printer. Copy the pasta.cfg file to pasta_.cfg. Make the necessary changes to the file. Pasta automatically looks for a printer–specific file name. If it does not find one, Pasta then uses the default file, pasta.cfg.

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Managing Printers Chapter 9 - Page 16

Modifying an Existing Printer Type to Use Pasta

Modifying an Existing Printer Type to use Pasta If your printer is already assigned to a printer type that contains styles and drivers you want to maintain, you can add Pasta to the existing printer type. To do so, associate one of the Pasta printer drivers with a print style on the Printer Types window. The seeded Pasta printer drivers are: • PASTA_LANDSCAPE • PASTA_PORTRAIT • PASTA_LANDWIDE • PASTA_DYNAMIC You can associate a Pasta driver with an existing print style, or you can create a new print style. Steps 1. Query your existing printer type in the Printer Types window.

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Managing Printers Chapter 9 - Page 17

2. In the Style field, select the style to which you want to assign a Pasta driver. Or, if you are assigning Pasta to a style already defined for the printer type, delete the driver in the Driver Name field currently associated with the style. 3. In the Driver Name field, select the appropriate Pasta driver. Adding a New Printer Type to Use Pasta If you want to add a new printer type, you can also add Pasta to your new printer type. 1. Navigate to the Printer Types window. 2. Enter the Type of printer. 3. In the Style field use the list of values to select the style to which you want to assign a Pasta driver. 4. In the Driver Name field, select the appropriate Pasta driver from the list of values: - PASTA_LANDSCAPE - PASTA_PORTRAIT - PASTA_LANDWIDE - PASTA_DYNAMIC

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Managing Printers Chapter 9 - Page 18

Generating Other Formats using the Preprocessing Option

Generating Other Formats using the Preprocessing Option Pasta can use a preprocessing option to generate output in formats other than those that Pasta natively supports. For example, by invoking Ghostscript, you can generate PDF output. With this option, Pasta invokes a filter program to preprocess preprocess the Pasta output before passing it to the printing command.

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Managing Printers Chapter 9 - Page 19

Using Pasta with XML Publisher

Using Pasta with XML Publisher Oracle XML Publisher is a template-based publishing solution. It provides a new approach to report design and publishing by integrating familiar desktop word processing tools with existing Oracle E-Business Suite data reporting. XML Publisher leverages standard, wellknown technologies and tools, so you can rapidly develop and maintain custom report formats. For more information on XML Publisher, see the Oracle XML Publisher Administration and Developer's Guide and the Oracle XML Publisher Report Designer's Guide. If you are using XML Publisher to format and generate your report output then the easiest method to get report output to your printers is to use the Pasta print driver. XML Publisher generates PDF output. Typically the PDF must be converted to a format the printer can understand, such as Postscript (PS) or Printer Command Language (PCL). Currently XML Publisher does not natively support these output formats and you need to use a converter to print within the Pasta printing framework. The flow of command is the concurrent manager calls XML Publisher to create PDF output for the given report. The output is then sent to the Pasta driver which preprocesses it through a converter program. Its output is sent to the printer.

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Managing Printers Chapter 9 - Page 20

To use a converter, change the Pasta configuration file to call a third party package to convert the PDF to PS or PCL. Pasta can use a preprocessing command to invoke any executable that supports an input file and an output file (a filter program). The third party package can be an open source solutions such as Ghostscript and XPdf. Pasta invokes the filter program to preprocess the XML Publisher output before passing it to the printing command. By using the preprocess option, you can generate output formats other than the formats currently supported by Pasta. For more information, see the “Pasta 3.0.4.0 User's Guide for Release 12” in OracleMetaLink Note 239196.1.

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Managing Printers Chapter 9 - Page 21

Other Customization Materials for Oracle Applications Printing

Customization Considerations You can customize Oracle Applications printer support components to use custom print styles and custom print programs. For information on how to do customize these components, use the references below. Materials Needed • Manual for your specific printer to look up control codes required by a printer type • Installing Oracle Applications for your platform to look up control codes required by an operating system platform • Oracle Applications System Administrator’s Guide – Configuration • “Pasta 3.0.4.0 User's Guide for Release 12” in OracleMetaLink Note 239196.1

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Managing Printers Chapter 9 - Page 22

Summary

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Managing Printers Chapter 9 - Page 23

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Managing Printers Chapter 9 - Page 24

Introduction to Oracle Applications Manager Chapter 10

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Introduction to Oracle Applications Manager Chapter 10 - Page 1

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Introduction to Oracle Applications Manager Chapter 10 - Page 2

Introduction to Oracle Applications Manager (OAM)

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Introduction to Oracle Applications Manager Chapter 10 - Page 3

Objectives

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What is Oracle Applications Manager?

Introduction Oracle Applications Manager is a system management console. It provides a wide variety of features related to system management for use by DBAs, System Administrators, and Technical Support personnel. Oracle Applications Manager allows you to monitor and control E-Business Suite system components. It can help you to understand how the performance and availability of those components affects your business. When problems arise, Oracle Applications Manager provides a variety of features to help you diagnose and resolve those problems quickly to reduce any necessary downtime. Oracle Applications Manager helps you manage your system configuration by enabling you to make and track configuration changes as well as identify potential configuration problems. Additionally, Oracle Applications Manager helps you track periodic maintenance activities and facilitates the patching process. The pre-defined Oracle Applications Manager Administrator Menu is available from the System Administration responsibility.

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Benefits of Oracle Applications Manager

Benefits Oracle Applications Manager provides features to manage all aspects of the Oracle E-Business Suite. During system implementation, Oracle Applications Manager automates configuration tasks and enables you to tighten security on the system. OAM can also help in keeping the system up-to-date with the latest E-Business Suite patches. Oracle Applications Manager automates system monitoring, facilitates daily administration, and helps speed problem resolution. For maintenance or upgrades, OAM helps identify necessary updates, provides an analysis of the potential impact of those updates, and delivers tools to facilitate and minimize any required downtime.

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Oracle Applications Manager Integrates with …

OAM Integration Points OAM integrates with other Oracle products and provides features that manage or extend those products. For example, the Oracle Workflow Manager within OAM manages Oracle Workflow functionality. OAM provides the patch history database and patch wizard for AutoPatch. It provides the context editor for AutoConfig and monitoring for in-progress AutoPatch and AD Administration tasks. It can download patches from OracleMetaLink and automatically merge them using AD Merge Patch. It provides management interfaces for Rapid Clone, Generic Service Management, Oracle Workflow,and other Oracle Applications features. It also provides access to tests run through Oracle Diagnostics. OAM also provides a way to run custom SQL scripts (as well as seeded scripts) via the SQL Extensions feature. Note: The integration of only some of these features will be covered in this course. For more information on Oracle Workflow Manager, see the course “R12 Implement Oracle Workflow". For more information on using features related to AD Utilities such as AutoConfig, cloning, Patch Wizard, Timing Reports, see the course “R12 Install, Patch and Maintain Oracle Applications". Also, refer to the following manuals: • Oracle Workflow Administrator’s Guide • Oracle Applications Maintenance Utilities Copyright © Oracle Corporation, 2007. All rights reserved.

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• Oracle Applications Patching Procedures

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Application Management Pack for Oracle E-Business Suite

Application Management Pack for Oracle E-Business Suite Application Management Pack for Oracle E-Business Suite extends Enterprise Manager 10g Grid Control to help monitor and manage an Oracle E-Business Suite system more effectively. The pack integrates Oracle Applications Manager with Grid Control to provide a consolidated, end-to-end E-Business Suite management solution. The Application Management Pack is released and installed separately from the Oracle EBusiness Suite, and is not covered in this lesson. For more information on the Application Management Pack, see OracleMetaLink Note 394448.1.

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Navigation in OAM

Navigation You can access OAM from the System Administration responsibility or the System Administrator responsibility. A seeded menu, Oracle Applications Manager Administrator Menu (OAM_ADMIN_MENU) is available from these responsibilities. In addition, individual OAM functions can be added to custom menus. Direct links to specific Oracle Applications Manager features are possible from the E-Business Suite Home Page. The OAM console includes: • The Applications Dashboard, which includes tabs and a dropdown list for quick access to commonly-used features • The Site Map, which contains links to all features within OAM • Global buttons/links for setup, the Support Cart, your home page, and online help

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Applications Dashboard

Applications Dashboard The Applications Dashboard provides a comprehensive summary of the Oracle E-Business Suite components including: • An overview of configuration changes and the status of infrastructure components • Performance information • Required critical maintenance activities • Diagnostic test results • The status of key business flows • Potential security issues • Software updates In addition, a dropdown list provides quick access to commonly-used pages and features, including: • Configuration – Overview • Forms Sessions • Database Status Copyright © Oracle Corporation, 2007. All rights reserved.

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• Applied Patches • Patch Wizard • Workflow Manager

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Site Map

Site Map The Site Map provides links to most pages in OAM, in these categories: • Administration • Monitoring • Maintenance • Diagnostics and Repair

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Administration

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Monitoring

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Maintenance

Maintenance Features Patching utilities are available from the Site Map > Monitoring tab. These are described in the “12 Install, Patch, and Maintain Oracle Applications” course. Critical activities are activities that must be run periodically. They are monitored to ensure they are being run. Examples include refreshing an Employee Directory or purging obsolete data.

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Diagnostics and Troubleshooting

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Setting Up Oracle Applications Manager

Setting Up Oracle Applications Manager Many of the features in OAM require special setup. Use the OAM Setup global link to navigate to the OAM Setup pages. • Dashboard Setup – Enable and set up the frequency and thresholds of metric collections for the Dashboard. Enable alerts for the status of services. • OracleMetaLink Credentials – Define your credentials for accessing OracleMetaLink. • Business Flows – Update or view business flows, either seeded or custom. • Knowledge Base – Use this page to retrieve documents from OracleMetaLink. • Concurrent Requests – Use this page to set up alerts for concurrent requests, such as long-running requests or pending requests. • Signon Audit Setup – Set up and enable Signon Audit. Each feature’s setup page is covered in the general discussion of the feature in another lesson.

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Summary

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System Monitoring in Oracle Applications Manager Chapter 11

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System Monitoring in Oracle Applications Manager Chapter 11 - Page 1

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System Monitoring in Oracle Applications Manager

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Objectives

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System Status Overview

System Overview (N) Applications Dashboard > Overview (T) The Overview tab of the Applications Dashboard provides an overview of the general status of your system. Applications System Status The status of each host is shown. • Platform - the host's operating system. • Host Status – indicates whether the host is up or down. • Admin - indicates whether the Admin server has been installed on the host machine. • Database - indicates the status of the database instance installed on the host machine. • Concurrent Processing- indicates the status of the Internal Concurrent Manager and the services managed by the ICM. • Forms - indicates the status of the Forms Server components: Forms Listener, Metrics Server, Metrics Client, and OAM Generic Collection Service. • Web - indicates the status of the Apache Web Listener.

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For the Database column, you can click on the icon(s) in the column to drill down to more information on the database status. For Concurrent Processing, you can click on the icon(s) in column to drill down to more details on the status of concurrent managers and their concurrent processes. Other regions are discussed on the following slides.

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System Status – Configuration Changes

Configuration Changes This region shows system-level changes that were made in the last 24 hours. Use this data to help diagnose sudden changes in the functioning of your applications system. To see the list of Patches Applied, click on the number to drill down to the Patch Summary page. To see the list of Site Level Profile Options, click on the number to drill down to the Site Level Profile Settings page. To see the list of Applications Context Files Edited, click on the number to drill down to the Applications Configuration Parameters page. Changes made to context files can impact your overall processing configuration and the functioning of business processes.

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System Status – Web Components Status

Web Components Status This region lists the status of the web components. Status values may be "Up”, “Down”, "Warning”, and “Unmonitored”. The status of each Web component is determined by testing the corresponding URL as defined in the component's Web agent profile option. The Warning status will be displayed if the profile option is not set. Otherwise, a status of Up or Down will be returned based on the success of the URL test. The profile options are listed with their corresponding components below. • PL/SQL Agent - Uses profile option APPS_WEB_AGENT (Applications Web Agent). If down, you will not be able to log in to any Web-based Self-Service Applications, including the Personal Homepage. Look for errors or access issues in the Apache logs in $LOG_HOME/ora/10.1.3/Apache. • Servlet Agent - Uses profile option APPS_SERVLET_AGENT (Apps Servlet Agent). If down, the Self-Service Framework-based Applications will not function, as well as all other servlet-based features. Look for errors in the Apache error and access logs above, and also the mod_jserv log (/Apache/Jserv/logs/mod_jserv.log). Also, execute the Servlet Ping from the System Administration Diagnostics menu. Copyright © Oracle Corporation, 2007. All rights reserved.

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• JSP Agent - Uses profile option APPS_SERVLET_AGENT (Apps Servlet Agent). If down, execute the JSP Ping from the System Administration Diagnostics menu. • Discoverer (if installed) - Uses profile option ICX_DISCOVERER_VIEWER_LAUNCHER (ICX: Discoverer Viewer Launcher). If down, you will not be able to run BIS reports. • Personal Homepage - Uses profile option APPS_SERVLET_AGENT (Apps Servlet Agent). If down, you cannot log on through the Personal Homepage. • TCF - Uses profile option APPS_SERVLET_AGENT (Apps Servlet Agent). If down, try running the AOL/J Diagnostic or the Servlet Ping utilities from the System Administration Diagnostics menu.

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System Status – System Alerts

System Alerts Use the System Alerts region to find out about critical events to your system. Examples of such events are a halted process or a program that returned an error. This region lists the number of system alerts in the categories listed below. If your system is functioning well, there should be no new alerts reported. When an alert of a particular type first occurs, it is counted as a new alert. It remains new until the status is manually changed by the administrator. If an alert of the same type occurs again while the original alert is still in open or new status, it is counted as a new occurrence. • New Alerts - alerts that have not yet been acknowledged by the administrator. An alert is acknowledged when it is manually moved from a status of "New" to a status of "Open" or "Closed." • New Occurrences - additional occurrences of alerts that are in new status. • Open Alerts - all alerts that are in an open status. An alert must be manually moved from the new to open status. • Open Occurrences - all occurrences of alerts that are currently open. Click on the number for any of these to drill down to the System Alerts and Metrics page. Copyright © Oracle Corporation, 2007. All rights reserved.

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(Help) Applied Technology > Oracle Applications System Administration > Maintenance > Overview of Monitoring Oracle Applications > System Alerts, Metrics, and Logs

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System Status – User Initiated Alerts

User Initiated Alerts The User Initiated Alerts region is similar to the System Alerts region. You can define additional alerts to be raised for events of your choosing. These alerts will be listed in this region. This region lists the number of alerts in these categories: • New Alerts - alerts that have not yet been acknowledged by the administrator. An alert is acknowledged when it is manually moved from a status of "New" to a status of "Open" or "Closed." See System Alerts for more information. • New Occurrences - additional occurrences of alerts that are in new status. • Open Alerts - all alerts that are in an open status. An alert must be manually moved from the new to open status. • Open Occurrences - all occurrences of alerts that are currently open. Click on the number for any of these to drill down to the Alerts and Metrics page.

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Performance

Performance (N) Applications Dashboard > Performance (T) Application Tier Hosts • Database Sessions - the number of active database sessions. Clicking the value link returns a page showing all active database sessions. • Running Requests - drills down to the Search for Requests Results page showing information on all currently running requests. • Forms Sessions - the number of running Forms sessions. Drills down to the Forms Sessions page. - The Forms Sessions page shows information including the following: username, auditing session ID or AUDSID (from which you can drill down for database session information), CPU usage, and duration. - The Active Database Sessions includes the following information - AUDSID, machine, program, and module. • Service Processes - drills down to the System Activity page. Service processes include all concurrent manager processes and all processes managed by the ICM. If you have set up Copyright © Oracle Corporation, 2007. All rights reserved.

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your system to have other services managed by Generic Service Management (GSM), those services are included as well. - GSM is an extension of concurrent processing and provides a framework for managing processes on multiple host machines. With GSM, the Internal Concurrent Manager manages various service processes across multiple hosts. Database Instances • Database Sessions - the number of active database sessions. Clicking the value link returns a page showing all active database sessions. • Running Requests - drills down to the Search for Requests Results page showing information on all currently running requests. • Forms Sessions - the number of running Forms sessions. Drills down to the Forms Sessions page. - The Forms Sessions page shows information including the following: username, auditing session ID or AUDSID (from which you can drill down for database session information), CPU usage, and duration. - The Active Database Sessions includes the following information - AUDSID, machine, program, and module. Activity • Services Up - the number of service instances whose target services match the actual services. • Services Down - the number of service instances whose target services do not match the actual services. • Unsent Workflow E-mail

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Critical Activities

Monitoring Critical Activities (N) Applications Dashboard > Critical Activities (T) The Critical Activities page allows you to monitor periodic maintenance activities, such as data purge programs, that are required to keep your system running smoothly. The information on this page can help you understand historical success rates and gauge the current needs for purging activity. From this page you can specify the purge programs you wish to monitor using the “Modify Monitored Program List” button. You can specify how frequently they are run using the “Update Frequency” button.

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Critical Activities Setup

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System Alerts, Metrics, Logs

System Alerts, Metrics, and Logs (N) Site Map > Monitoring (T) > System Alerts [or Logs] (under Current Activity) The System Alerts, Metrics, and Logs tab pages provide information that can help you diagnose potential problems. E-Business Suite applications can report these potential problems as system alerts to Oracle Applications Manager. These alerts can then be tracked in OAM, and administrators can classify alerts as open or closed, as well as keep notes on the steps taken to resolve underlying problems. Alerts This page shows a summary of the system alerts as well as a list of new alerts. Alerts are classified by Severity level of Critical (an important business flow is impeded or a large number of users is affected), Error (a less severe, more isolated issue), or Warning (there may be a negative impact on users or business processes). Alerts are also marked as New or Open. "New" indicates that the alert has just been posted in the system. "Open" indicates the alert is being resolved. In the Summary region, Alerts are grouped according to their severity and status of New or Open. The New or Open column indicates how many alerts of the given severity exist. You can click on the number to drill down to details on the alerts. You can change the state of alerts Copyright © Oracle Corporation, 2007. All rights reserved.

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(along with the associated occurrences) in OAM.. You can also add notes to alerts; for example, to indicate how the problem was resolved. Metrics Not all exception conditions can be immediately detected directly within an Oracle Applications component, but are best detected through external analysis. Some are detected by measuring certain criteria, such as decreasing transaction throughput for a component or excessive completion times for a business process. External analysis allows for easier comparison of current and historical metric values, consideration of metrics from multiple products and components., and end-user defined exception triggers. These exceptions are analogous to "events" in Oracle Enterprise Manager where the use specifies the specific conditions that will trigger an alert. Logs System Logs are general log messages that are logged by the various components in an Applications System. These log messages can be logged by the developer of the components at the following levels: • Unexpected • Error • Exception • Event • Procedure • Statement

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Database Initialization (init.ora) Parameters

Database Initialization (init.ora) Parameters (N) Site Map > Monitoring (T) > Database init.ora Setting (under System Configuration) This page shows you the database init.ora parameters and their current values for the installation. You can compare the current values with the recommended values, as well as see if a given parameter is mandatory. You can also access the current bulletin on OracleMetaLink on these parameters.

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Business Flows

Monitoring Business Flows (N) Applications Dashboard > Business Flows (T) Business Flow Monitoring in Oracle Applications Manager helps you to understand the effects that system component issues and availability have on your business. This type of monitoring has several benefits. Traditionally, system management tools have focused on monitoring system components without regard to the effect those components have on the business. This release of Oracle Applications Manager allows you to look at system issues from a different perspective, helping you to understand the effects that system issues have on the business, allowing you to prioritise accordingly. This solution is customisable, allowing you to define flows specific to your own business, and map those flows to the system components upon which they depend. You can monitor system components within the context of the business flows that are comprised of those components. These components include Oracle Workflow item types, concurrent programs, forms, Oracle Applications Framework functions, and services. Flows and sub-flows and their related system components are presented in a hierarchical format, allowing you to see the ripple effects of a failed component.

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You can define your own custom business flows. Once you have identified the flows that you would like to monitor, Oracle Applications Manager allows you to control monitoring at the flow, sub-flow, and system component levels. Business Flow Details When you drill down to the monitoring details for a flow, you see the hierarchical representation of that flow and the associated system components. For each system component you can see the number of system alerts, concurrent request errors, and Oracle Workflow work item errors where applicable. You can drill down on the links for more information on the individual alerts or errors. Also, you can see that the alert and error statistics are rolled up through sub-flows and flows to show the ripple effects of each on your business flows. You can also edit a custom flow. You are able to update the name or description of a flow or sub-flow, and add or delete a new sub-flow or system component to the hierarchy. This page allows you to define and edit your custom flows. Your custom flows show as type “User Defined” and will have an link in the edit column to take you to the editing page. To create a new flow, click on the Create button. See the Oracle Applications System Administrator’s Guide – Maintenance for more information on business flows.

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Monitoring Oracle E-Business Suite Security

Monitoring Oracle E-Business Security in Oracle Applications Manager OAM enables you to monitor failed security tests, posted security alerts, and also provides links to online security-related documents and notices from Oracle. This page serves as your starting point for detecting and resolving potential E-Business Suite security issues. Security threats can come from a variety of sources including poorly configured systems, weak user passwords, and external attacks. Oracle has developed a set of diagnostics tests that help detect such conditions on your system. Additionally, you can integrate your own security related tests tailored for your specific system. You can schedule security tests to execute periodically. Whenever a security test fails, it posts a system alert. Other components of the E-Business Suite may also post security-related system alerts based on certain metrics or events. You can subscribe to be notified via Oracle Workflow whenever a security related alert is posted. This allows you to continuously monitor the security of your system, even when you are not in the office. You can be proactively notified of any potential vulnerabilities that appear. You will be automatically notified of conditions such as risky configuration changes, sudden increases in login failures, and users that have been locked out of their accounts. Additionally, if you have a need for security related tests beyond those provided by Oracle, you can integrate your own tests using Oracle Diagnostics. Your custom tests can be executed periodically, post alerts, and appear in the Copyright © Oracle Corporation, 2007. All rights reserved.

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Security tab of the Applications Dashboard. For more information, see the Oracle Applications Supportability Guide.

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Monitoring E-Business Suite Security Setup - Diagnostic Tests

Diagnostic Tests for Security To get the most out of security monitoring, schedule the security diagnostic tests to run periodically. To do this from Oracle Applications Manager, choose “Submit New” from the Concurrent Requests section in the Administration tab of the Site Map. In the request submission page, choose the “Run Diagnostic Tests” concurrent program. For parameters, enter “Application Object Library” for the Application Name, and “EbusinessSecurity” for the Group Name. Leave the TESTNAME field blank to run all of the tests in the group. Later, when you are familiar with the various tests, you can schedule specific tests to run at different intervals.

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Applications Dashboard - Security

Applications Dashboard - Security (N) Applications Dashboard > Security (T) Once you have completed the setup, the Security page of the Applications Dashboard serves as your starting point for detecting and resolving security issues. The Security Alerts table shows a summary of all of the security related system alerts that have been posted for failed security diagnostic tests and other events. You can drill down to view details of the system alerts. The Security Test Failures table displays recent failures of security related diagnostic tests. This table includes both tests that were scheduled using the “Run Diagnostic Tests” concurrent program and tests that were run manually through Oracle Diagnostics or Oracle Applications Manager. The test failures are grouped by the severities of Critical, Error, and Warning. From this table, you can drill down on the Failure Time to obtain the diagnostic test report, or you can rerun the test by clicking on the icon in the Diagnose column. The final section of the Security page is the Resources section. This provides links to security related documents and notices on OracleMetaLink. You can use these links to stay up-to-date on the latest developments and best practices for E-Business Suite system security.

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Database Status Details

Database Status Details (N) Site Map > Monitoring (T) > Database (under Availability) This page displays details on the database. Form more information on the entities listed, refer to the Oracle database documentation. • Instance Status • Wait Events • Memory Statistics • System Statistics • Tablespaces and Status • Rollback Segments and Extents

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Application Services

Application Services (N) Site Map > Administration Tab > Application Services > Generic Services You can configure, monitor, and control application services from the System Activity page for services. These services are managed under Generic Service Management (GSM). GSM allows you to manage a variety of services using a fault-tolerant framework. The Application Services lets you drill down to details for instances of each service and view the instances' statuses and processes.

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Monitoring Forms

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Forms Runaway Processes

Forms Runaway Process Detection (N) Site Map > Monitoring (T) > Forms Runaway Processes (under Current Activity) The Forms Runaway Process Detection feature can help you reduce wasted system resources by proactively notifying you when Forms runtime processes cross the thresholds that you set. For potential runaway processes, Oracle Applications Manager provides critical details such as the Oracle E-Business Suite user that owns the process. This data allows you to more efficiently collect the information that you need for deciding on whether or not to kill a process. If you do decide to kill a process, then it can be done directly from within Oracle Applications Manager. The term “runaway process” refers to processes that are no longer serving their intended purpose or are consuming an inordinate amount of resources. Oracle Applications Manager can now help you detect Forms runtime processes that have likely become runaways. You can set thresholds for memory usage, CPU usage, and elapsed runtime, and be alerted if any Forms runtime process crosses these thresholds. Additionally, Oracle Applications Manager can detect Forms runtime processes that have continue to run even though they have lost their database connections.

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When a potential runaway process is detected, a System Alert will be posted. As with any system alerts, you can subscribe to receive notifications via Workflow, so that you don’t have to keep checking back in Oracle Applications Manager for new alerts. Oracle Applications Manager provides you with a list of the possible runaway processes, and gives you the option of terminating individual processes once you have confirmed that they are indeed runaways. Forms Runaway Processes Page The Forms Runaway Processes page allows you to configure the thresholds for the feature, and view the current list of potential runaway processes. Here you can set the values for the maximum amount of memory that a process should allocate, the maximum percentage of server CPU that a process should consume, and the maximum amount of time that a process should every stay alive. When a runaway process is discovered, a system alert will be posted, and the process will appear in the table. The table will list middle tier details, including host, PID, memory size, CPU percentage, and total runtime. You can also see the E-Business Suite user who owns the process, and the IP address of the client connected to the process. Once you have confirmed that a process is truly a runaway, you can use the Terminate button to kill the process.

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Forms Sessions

Forms Sessions (N) Site Map > Monitoring (T) > Forms Sessions (under Performance or Current Activity) This page shows information on the current forms sessions. Every open form has its own database session, or "Forms session." The profile option "Sign-On:Audit Level" should be set to 'Form' to use this feature. If this profile option is not set to 'Form', the Forms Sessions table will show an empty table even when there are active forms sessions. The following data is shown for each session: • Form Name • AUDSID - The auditing session ID. Click on the value to drill down to the Database Session information page. • RTI_PID - The runtime instance process ID. Click on the value to drill down to the Forms Sessions for Process ID page. • Username • Responsibility • Application

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• LRs (Session Logical Reads) - Input/output (I/O) is one of the most expensive operations in a database system. SQL statements that are I/O-intensive can monopolize memory and disk use and cause other database operations to compete for these resources. To prevent single sources of excessive I/O, Oracle lets you limit the logical data block reads per call and per session. Logical data block reads include data block reads from both memory and disk. The limits are set and measured in number of block reads performed by a call or during a session. • PRs (Physical Reads) - The total number of data blocks read from the disk for the session. • CPU • PGA (Session Program Global Area memory) - The PGA is a memory buffer that contains • data and control information for a server process. A PGA is created by Oracle when • a server process is started. The information in a PGA depends on the configuration • of Oracle. • UGA - User Global Area memory used by the session. • Duration - in HH:MM:SS Click on the Session Details button or the AUDSID to view database information for the selected forms session. Use the Diagnostics ON/OFF button to turn on or off the Forms Runtime Diagnostics (FRD) for the runtime process. Forms Sessions for Process ID If you click on the RTI_PID from the Forms Sessions page, or if you click on the PID from the Forms Runtime Processes page, you will see the fields described above as well as the following data for the Process ID: • Client IP Address • Server Host Name • CPU Time • Memory Usage (KB) • Diagnostics (On/Off) • Log File Name

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Forms Runtime Processes

Forms Runtime Processes (N) Site Map > Monitoring (T) > Forms Runtime Processes (under Performance or Current Activity) This page shows information about Forms runtime processes. You must first register and start a service instance of the OAM Generic Collection Service to collect this information. The Generic Collection Service must be running for the information to be collected. The following columns are shown for each session: • PID - The ID of the runtime process for the user session. Click this value to drill down to the Forms Sessions for Process ID page. • Node • Port - The Apache port of the servlet listener, if any. • Memory (KB) - The memory used by the runtime process in kilobytes. For HP and AIX platforms, this is the virtual memory size. For all other platforms, this is the resident set size. • CPU • Duration Copyright © Oracle Corporation, 2007. All rights reserved.

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• Client IP Address - The IP address of the client machine used to connect to the Forms Services. • Username - The database username used by the Forms application for the user session. • Diagnostics - On/Off • Last Update Time Click on the Sessions button or click on the PID to view the Forms Sessions for Process ID page. This page also shows the runtime processes from the Forms Servlet Listener, if any. The Port column for such processes indicates the Apache Listener port. Forms Listener versus Forms Listener Servlet The Forms Listener is a process running on a specific port on the server machine. When the connection between the client and the Forms runtime process is established, the client and the runtime process requires that the connection be persistent. The Forms Listener Servlet is a Java servlet running in a servlet engine. The Web server routes the client requests for the Forms Listener Servlet directly to the servlet instance. Because the web server acts like the end point for the client, the other server machines and ports are no longer exposed to the firewall. In the Forms Runtime Processes page, the node name and the port are shown for each runtime process. You can distinguish between the Forms Listener process and Forms Listener Servlet process by examining the port numbers. For the Forms Listener process, the port is the Forms server machine port. For the Forms Listener Servlet process, the port is the web server port.

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Host Management

Host Management (N) Site Map > Administration (T) > Hosts (under System Configuration) Oracle Applications Manager provides a list of host machines that are employed by the Applications and Database Tiers of the E-Business Suite system. For each host, you can view the host status, and you can drill down to see the status of the individual E-Business Suite processes on that host. You can also view the E-Business Suite configuration details for that specific host, including the installed server types, and port allocations. Oracle Applications Manager allows you to change the state of a given host to make that host available or unavailable to Generic Service Management (GSM). Under GSM, the Internal Concurrent Manager manages the various service processes across multiple hosts. If you need to take a host down for maintenance, you can first mark that host as “offline” in OAM, which will ensure that concurrent mangers and other service processes are migrated to a secondary node as appropriate. Later, when you set the node back to “online”, the processes will be migrated back. The new host-oriented interfaces allow you to track more easily which service processes are running on which hosts, and you can more easily identify the services that would be affected by a planned or unplanned outage for the host. For planned outages, OAM enables you to Copyright © Oracle Corporation, 2007. All rights reserved.

System Monitoring in Oracle Applications Manager Chapter 11 - Page 35

prevent Generic Service Management processes such as concurrent managers from running on an offline host without reconfiguring the service definitions. The Hosts page lists all the hosts that are running components of your Applications and Database tiers. For each host, the current state and status is given. The status indicates whether or not the host and the E-Business Suite system processes for that host are up and running. The Applications Processes tab of the Host Status page lists the individual Generic Service Management processes that are running on that host. In most cases, you are also able to see the database session AUDSID associated with the process. You can drill down on the Application tier process ID to view more information about the process and obtain the log file for the process. You can drill down on the database session AUDISD to find session statistics, current SQL, and control SQL tracing for the database session. You can update the the state to one of three values. A state of “Online” means that Generic Service Management processes such as concurrent managers are able to run on the host. If you want to make the host unavailable to Generic Service Management temporarily, then you can change the state to “Offline”. You can later change the state back from “Offline” to “Online”. The third state, called “Disabled” is used to remove a host from use by the system. The primary difference between “Disabled” and “Offline” is that a disabled host will be removed from many system management views and status checks. A disabled host is no longer considered to be part of the system, whereas an offline host is considered to be a temporarily unavailable part of the system. From the Hosts page, you can drill down to a more detailed view of the status of a given host, or to a configuration summary for a host. The Applications Services tab on the host status page shows a summary of the E-Business Suite services on the host. This summary is rolled up by server type. For each service type shown you can drill down to a more detailed view of individual services, and also the the pages where you can control services running under Generic Service Management. The Applications Processes tab on the host status page lists the individual Generic Service Management processes that are running on that host. In most cases, you will also be able to see the database session AUDSID associated with the process. You can drill down on the Application tier process ID to view more information about the process and obtain the log file for the process. You can drill down on the database session AUDISD to find session statistics, current SQL, and control SQL tracing for the database session.

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System Monitoring in Oracle Applications Manager Chapter 11 - Page 36

Host Management - Status

Host Management - Status The Applications Services tab on the host status page shows a summary of the E-Business Suite services on the host. This summary is rolled up by server type. For each service type shown you can drill down to a more detailed view of individual services, and also the the pages where you can control services running under Generic Service Management. The Applications Processes tab on the host status page lists the individual Generic Service Management processes that are running on that host. In most cases, you will also be able to see the database session AUDSID associated with the process. You can drill down on the Application tier process ID to view more information about the process and obtain the log file for the process. You can drill down on the database session AUDISD to find session statistics, current SQL, and control SQL tracing for the database session.

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Host Management - Configuration

Host Management - Configuration The configuration summary shows the different server types installed on that host. These include Database, Administration, Concurrent Processing, Forms, and Web. The page also shows a summary of the ports in use by the E-Business Suite on that host. You can press the Edit Configuration button to edit the AutoConfig parameters for this host.

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System Monitoring in Oracle Applications Manager Chapter 11 - Page 38

Setting Up Oracle Applications Manager

Setting Up Oracle Applications Manager Many of the features described in this chapter require special setup. Use the OAM Setup global link to navigate to the OAM Setup pages. • Dashboard Setup – Enable and set up the frequency and thresholds of metric collections for the Dashboard. Enable alerts for the status of services. • OracleMetaLink Credentials – Define your credentials for accessing OracleMetaLink. • Business Flows – Update or view business flows, either seeded or custom. • Knowledge Base – Use this page to retrieve documents from OracleMetaLink. • Concurrent Requests – Use this page to set up alerts for concurrent requests, such as longrunning requests or pending requests. In addition, the Signon Audit Setup page is used to enable Signon Audit.

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Dashboard Configuration and Alerting Setup

Dashboard Configuration and Alerting Setup The metrics shown in the Applications Dashboard are periodically collected by a concurrent program called the “OAM Dashboard Collection Program” (short name FNDOAMCOL). The periodic collection of data allows the Applications Dashboard to show automatically important system metrics. You can control the frequency of the collections as well as enable or disable the collection of individual metrics. You can also configure alerts to trigger when potential system issues arise. You can be notified of services that are found to be in a specific status, or metrics that have met conditions that you specify.

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Setting Up Dashboard Configuration and Alerting

Dashboard Setup (N) Setup > Dashboard Setup > Update (B) The landing page from the Setup is the Dashboard Setup page. View the current collection and alerting settings here. To update these, click on the Update button. OAM Dashboard Collection Interval Specify how frequently the collection program should be run. Metrics Setup Enable or disable the collection of individual metrics by checking or un-checking the box in the “Enable Collections” column. - If you would like to enable alerts for a given metric, check the appropriate box in the “Enable Alerts” column. - To set the alert condition, you can choose either “less than”, “equal to”, or “greater than” from the “Threshold Operator” column, and then enter the desired value in the “Threshold Value” column. Click on the Next button to move to the configuration of monitoring services. Service Monitoring Copyright © Oracle Corporation, 2007. All rights reserved.

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To enable monitoring for any specific service, check the appropriate box in the “Enable Collection” column. You can set up alerts for a given service by checking the “Enable Alerts” box, and then choosing the status that you want in the “Threshold Value” column. Alert Notification Alerts flag events that may need your attention. The OAM Dashboard Overview tab has a System Alerts region, from which you can drill down to see any new or open alerts (types of alerts) or occurrences of alerts. Notifications of alerts can be sent out to users via the “Notifications Setup” button on the System Alerts page. For metrics that are displayed in the OAM Dashboard, when metric exceeds a threshold that you have set, a warning icon will appear next to that metric’s value.

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OracleMetaLink Credentials Setup

OracleMetaLink Credentials Setup (N) Setup (B) > MetaLink Credentials You can access OracleMetaLink documents through links in Oracle Applications Manager. For example, key security-related documents are linked from the Security tab in the Applications Dashboard. To set up your credentials for OracleMetalink, from the Setup page, navigate to the Update MetaLink Credentials page and enter in your OracleMetaLink user ID, password, and e-mail address.

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Knowledge Base Setup

Knowledge Base Setup (N) Setup (B) > Knowledge Base Setup Use this page to submit a concurrent request for the Knowledge Base Catalog Refresher program to retrieve the latest documents from OracleMetaLink (You must have entered in your OracleMetaLink credentials first).

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Concurrent Requests Setup

Concurrent Requests Setup From this page you can enable alerting for concurrent requests that have been running or pending for a long time. You can specify the thresholds for which request must reach before alerts are raised. Specifically, you can enable the system to do the following: • Raise a general alert for any long-running requests, for any concurrent program. • Raise an alert for a long-running request for a specific program. • Raise a general alert for any requests that have been pending for a long time, for any concurrent program. • Raise an alert for a request for a specific program that has been pending for a long time. • Raise an alert for a request that has waited longer than a specified time after its requested start time.

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Signon Audit Setup

Signon Audit Setup Use this page to enable Signon Audit. Select the “Enable Auditing” button to set the Sign-On: Audit Level profile option to ‘FORM’. Selecting the “Disable Auditing” button sets the SignOn: Audit Level profile option to ‘NONE’. Use the “Enable Alerting”/”Disable Alerting” buttons to turn on/off alerting if the Sign-On: Audit Level profile option is set to something other than ‘FORM’.

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System Monitoring in Oracle Applications Manager Chapter 11 - Page 46

Summary

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System Monitoring in Oracle Applications Manager Chapter 11 - Page 47

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System Monitoring in Oracle Applications Manager Chapter 11 - Page 48

Diagnostics and Troubleshooting with Oracle Applications Manager Chapter 12

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Diagnostics and Troubleshooting with Oracle Applications Manager Chapter 12 - Page 1

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Diagnostics and Troubleshooting with Oracle Applications Manager Chapter 12 - Page 2

Oracle Applications Manager - Diagnostics and Troubleshooting

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Diagnostics and Troubleshooting with Oracle Applications Manager Chapter 12 - Page 3

Objectives

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Diagnostics and Troubleshooting in Oracle Applications Manager

Introduction Oracle Applications Manager provides features to help you diagnose and resolve system issues. Oracle Applications Manager integrates with Oracle Diagnostics to provide access to a large library of diagnostic tests for system technologies, E-Business Suite products, and business flows. Oracle Applications Manager also controls Oracle Applications Logging. When issues arise on your system, you can configure logging to write varying levels of diagnostic information for specific components into a central repository. Oracle Applications Manager allows you to view and manage the information logged into this repository. If you encounter a problem in the system, you can first try to diagnose the problem using Oracle Diagnostics. Then you can try to correct the problem using the Troubleshooting Wizards. Also, if you are unable to diagnose and resolve problems yourself, then Oracle Applications Manager makes it easier for you to communicate with Support. The Support Cart has been improved to provide automated collections of the data that Oracle Support requires for resolving issues.

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For more information on Oracle Diagnostics and Oracle Applications Logging, see the Oracle Applications Supportability Guide.

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Applications Dashboard - Diagnostics

Applications Dashboard Diagnostics (N) Applications Dashboard > Diagnostics (T) The OAM Applications Dashboard Diagnostics tab provides a summary of the diagnostic tests that have been run on the environment. From this page, you can: • View results from executed tests • Run Troubleshooting Wizards • Schedule requests to run tests, and view such requests • Configure Diagnostics - Register applications with Oracle Diagnostics (through Diagnostics Setup) - Manage users and roles with access to Oracle Diagnostics (through Diagnostics Configuration) - View Diagnostics reports Oracle Diagnostics enables the creation and execution of diagnostic tests. With Oracle Diagnostics, you can execute tests to help prevent and troubleshoot problems. You can create your own diagnostic tests. You can be alerted automatically when problems occur through

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Oracle Diagnostics. For more information on Oracle Diagnostics, see the Oracle Applications Supportability Guide.

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Diagnostics and Troubleshooting with Oracle Applications Manager Chapter 12 - Page 8

Troubleshooting Wizards

Troubleshooting Wizards (N) Applications Dashboard > Diagnostics (T) > [links under Troubleshooting Wizards region] Troubleshooting Wizards are available for the following: • Concurrent Manager Recovery - Use this wizard when the Internal Concurrent Manager fails to start. • Service Infrastructure - Using the Service Infrastructure diagnostic wizard, you can examine existing Generic Service Management data to determine potential problems, and update the data to eliminate the issues. An example of a potential problem is an active node without a service manager. • GCS and Forms Monitoring - The GCS and Forms Monitoring wizard helps you troubleshoot the OAM Generic Collection Service. The GCS, or Generic Collection Service, is a service managed by Generic Service Management. It performs file uploading, signaling, purging, and other management tasks for other service runtime processes such as the Forms Listener runtime process. • CP Signature - This wizard collects information regarding the current status of concurrent processing on the system.

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Diagnostics and Troubleshooting with Oracle Applications Manager Chapter 12 - Page 9

• Dashboard Collection - The OAM Applications Dashboard Collection program gathers information on the system that is displayed on the Dashboard under the Overview and the Performance tabs. This wizard provides a summary of the information regarding its data collection.

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Diagnostics and Troubleshooting with Oracle Applications Manager Chapter 12 - Page 10

Concurrent Manager Recovery Wizard

Concurrent Manager Recovery Use this wizard when the Internal Concurrent Manager fails to start. This wizard walks you through several steps that must be completed before restarting the Internal Concurrent Manager. • Active Managers with a Database Session - these managers must be stopped before restarting the Internal Concurrent Manager. You may want to wait for any running requests to complete first. • Managers Deemed Active but without a Database Session - Any processes listed here must be terminated before continuing. Because these processes have lost their database sessions, they must be manually terminated from the command line. Refer to your operating system documentation for instructions on terminating a process from the command line. • Reset Conflict Resolution - This step lists requests that are waiting for conflict resolution. Click the Reset button to reset the listed requests for conflict resolution. This action changes requests that are in a Pending/Normal phase and status to Pending/Standby. Click the Refresh icon to verify that all requests have been reset.

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• Requests that are Orphaned - This page lists the requests that do not have a manager. If any requests have Active Sessions listed, drill down on the session ID and terminate the session from the Database Session Details screen. Return to the Concurrent Manager Recovery screen and click the Refresh icon to verify that the session is no longer active. After you have completed the steps for the above conditions, a summary page is shown listing the information collected from them. After reaching this page, you should be able to restart your Internal Concurrent Manager.

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Service Infrastructure Wizard

Service Infrastructure This wizard will list the potential issues with your Generic Service Management setup, including: • Active nodes without a service manager • Active Concurrent Processing nodes without an Internal Monitor • Service managers without active nodes • Active nodes with inactive service managers • Enabled service instances without workshifts • Nodes that do not have names in uppercase (for service instances) • Nodes that do not have names in uppercase (for processes)

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Generic Collection Service (GCS) and Forms Monitoring Wizard

Generic Collection Service (GCS) and Forms Monitoring Wizard This wizard helps you troubleshoot the OAM Generic Collection Service. The OAM Generic Collection Service is managed by Generic Service Management and performs file uploading, signaling, purging, and other management tasks for other service runtime processes such as the Forms Listener runtime process. The Internal Concurrent Manager must be up and running before this wizard can be run. The steps within this wizard are: • If necessary, register the OAM Generic Collection Service on all listed nodes. • If necessary, enable the OAM Generic Collection Service on all listed nodes. • If necessary, activate the OAM Generic Collection Service on all listed nodes. • View the registration of the Forms Listener. • If necessary, enable the Forms Listener on all listed nodes. • If necessary, set the Sign-On Audit level to "FORM". • View a Summary page where you can view a log file and add files to the Support Cart if necessary.

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CP Signature

CP Signature Wizard The CP Signature wizard collects technical information on Concurrent Processing. This information is what is most commonly requested by Oracle support analysts, and includes items such as important configuration settings, code levels, and log files. This wizard collects information on the following: • Configuration status for Parallel Concurrent Processing, Real Application Clusters, and Generic Service Management • Registered nodes • Concurrent processing package versions • Concurrent processing package errors • Concurrent processing profile options • Service instances that could be managed by concurrent processing • Concurrent processing processes • Request processing manager specialization rules • Request Conflict Resolution • Concurrent request processing statistics Copyright © Oracle Corporation, 2007. All rights reserved.

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• Recent requests to run the Purge Concurrent Request and/or Manager Data program Each step of the Wizard collects a specific set of information listed above. At each step, you have the option of adding the information to the Support Cart. However, you may want to wait until the end of the wizard to do so, because at the end you will be presented with a summary page that shows all of the collected information from all steps, which you can add to Support Cart all at once. Also note, that you can skip to the summary early by pressing the Finish button. However, the Summary will only contain the information collected by the steps that you have executed so far. So, unless told otherwise by Support, you should progress through every step using the Next button.

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Dashboard Collection Wizard

Dashboard Collection Wizard This wizard collects relevant data concerning the OAM Applications Dashboard Collection program. Oracle Applications Manager uses this concurrent program to gather the information displayed on the Applications Dashboard. This wizard collects information regarding the data collected by this program, including: • Request statistics for the program; for example, how often the Dashboard Collection program is schedule to run. • Program definition. • Related profile options, if any. • Version information on any Applications Dashboard-related files. • Version information of any Applications Dashboard-related packages. • Information on the live database sessions for the Dashboard Collection program, if any. • Metrics setup information. • Service instances setup information.

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Support Cart

Support Cart The Support Cart feature allows you to save Oracle Applications Manager pages with their data and then zip them up in a file to send to Oracle Support. Oracle Support can then view your pages in the Oracle Applications Manager display format. When you click the Add to Support Cart global button, the page is added to the Support Cart. If you have filtered or sorted the data, your manipulated view is submitted. To view the contents of the Support Cart, click the Support Cart global button. Description You can enter in a TAR number and description of the issue here. Applications Signature The Support Cart can collect a standard set of information regarding your E-Business Suite system. Oracle Support requires this information when logging a technical assistance request (TAR). To collect this information, click Collect. The set of information collected includes:

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Diagnostics and Troubleshooting with Oracle Applications Manager Chapter 12 - Page 18

• Product Information – For each product, the version, current patch level, and status (for example, “Installed”) is shown. • Database parameters – The init.ora parameter settings. • Patches – For each individual patch applied, the patch number, type (for example, “Patch Set” or “Maintenance Pack”), and application timestamp is shown. • Topology - This page includes data about all the nodes of the applications infrastructure. For each node, the system collects information about the operating system and the different services running on that node. • Database version You can specify to include or exclude output and log files for specific nodes as well. Other Information Collected Pages that you save using the Add to Support Cart button are listed under this tab.

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Diagnostics and Troubleshooting with Oracle Applications Manager Chapter 12 - Page 19

Summary

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Diagnostics and Troubleshooting with Oracle Applications Manager Chapter 12 - Page 20

Managing Concurrent Programs and Reports Chapter 13

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Managing Concurrent Programs and Reports Chapter 13 - Page 1

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Managing Concurrent Programs and Reports Chapter 13 - Page 2

Managing Concurrent Requests

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Managing Concurrent Programs and Reports Chapter 13 - Page 3

Objectives

Lesson Aim An important area of security involves controlling access to reports and other concurrent programs. This level of security is provided by request group definitions. This lesson shows how the system administrator creates and uses these request groups. Request sets are similar to request groups in that they are both collections of programs along with their parameters and options. Request sets can be created by users, but they are still managed by the system administrator.

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Managing Concurrent Programs and Reports Chapter 13 - Page 4

Objectives

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Managing Concurrent Programs and Reports Chapter 13 - Page 5

Concurrent Requests, Programs, and Managers

Concurrent Requests, Programs, and Managers Concurrent processing allows long-running, data-intensive programs to run simultaneously with online operations. • Oracle Applications programs can run concurrently with each other as well as with other programs; they are referred to as concurrent programs. • Requests to run Oracle Applications programs—for example, to run an Oracle General Ledger report—are concurrent requests. Each concurrent request inserts a row into a database table maintained by the Oracle Application Object Library. • Concurrent managers read requests from the requests table and start concurrent programs.

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Managing Concurrent Programs and Reports Chapter 13 - Page 6

Business Needs for Concurrent Processing

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Managing Concurrent Programs and Reports Chapter 13 - Page 7

Business Needs for Standard Request Submission

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Managing Concurrent Programs and Reports Chapter 13 - Page 8

Definitions

Concurrent Processing Definitions Concurrent Request A concurrent request is a request that you submit to run a concurrent program as a concurrent process. You issue a concurrent request when you submit a report or program to run using Standard Request Submission (SRS) or when you click an action button in a product-specific submission window. Concurrent Manager A concurrent manager is a component of concurrent processing that monitors and runs requests without tying up your computer. Request Set A request set is a collection of reports or programs that you group together. You submit the reports or programs in a request set all at once, using one transaction. Stage A stage is a component of a request set used to group requests within the set. All requests in a stage are run in parallel, while the stages themselves are run sequentially in the request set.

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Managing Concurrent Programs and Reports Chapter 13 - Page 9

Definitions

Concurrent Processing Definitions (continued) Parameter In SRS, a parameter is a report variable whose value you can change each time you run a report. For example, you might run an account balance report and change the account number whenever you run the report. The account number is the parameter for the report. Concurrent Processing Options You can control and change certain run options for each of your concurrent requests. Not only can you control and change the number of copies to print, which print style to use, and which printer to use, but you can also choose to hold a request from being run, choose a specific date or time to start a request, or choose to save the results of your concurrent request in a standard file format. Online Request Review You can review the output and log files from your concurrent requests online. You can see the results of a concurrent request without the delay of printing out the entire report or log file.

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Managing Concurrent Programs and Reports Chapter 13 - Page 10

Submit Request Flow

Using Standard Request Submission (SRS) Using Standard Request Submission gives you control over how you can run your requests and request sets. • There are three elements involved in submitting a request: selecting the request or request set to be submitted, defining a submission schedule, and providing completion options. • Defining a schedule can be as simple as submitting As Soon as Possible, or it can involve using a more complex schedule that you define when you first submit your request. This schedule can then be used for other requests in the future. • Completion options enable you to deliver notification to others using Oracle Workflow, as well as specifying which printers and how many copies of the output you want to produce for each request. • You can submit as many requests as you like from the Submit Request window. You can even submit a request more than once if you want to run the same request with different parameter values.

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Managing Concurrent Programs and Reports Chapter 13 - Page 11

Submit a New Request

Submit a New Request (N) Requests > Run The responsibility you are using determines the request group and the requests that will appear in the list of available requests. Note: Requests can also be run within Oracle Application Framework; for example, navigate to System Administration responsibility > Schedule Requests.

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Managing Concurrent Programs and Reports Chapter 13 - Page 12

Using the Parameters Window

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Managing Concurrent Programs and Reports Chapter 13 - Page 13

Defining a Submission Schedule

Submitting Requests (N) Concurrent > Requests > Submit a New Request > (B) Schedule... The Schedule Window The scheduling window provides you with several scheduling options. You can choose to reuse a schedule you previously defined and saved, or define a new schedule. You can define your schedule to run a request as soon as possible, at a specific time, or repeatedly at specific intervals, or on specific days of the week or month. When saving your schedule you must provide a unique name. You can also provide additional information in the Description field.

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Managing Concurrent Programs and Reports Chapter 13 - Page 14

Defining a Submission Schedule

Define Submission Schedule (continued) (N) Concurrent > Requests > Submit a New Request > (B) Schedule...

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Managing Concurrent Programs and Reports Chapter 13 - Page 15

Defining Completion Options

Submitting Requests (N) Concurrent > Requests > Submit a New Request > (B) OK > (B) Options...

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Managing Concurrent Programs and Reports Chapter 13 - Page 16

Request ID

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Managing Concurrent Programs and Reports Chapter 13 - Page 17

Reprinting a Report

Reprinting a Report The Find Requests Window appears when you navigate to (N) Requests > View. Note: The Profile Option Concurrent:Save Output must be set to Yes.

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Managing Concurrent Programs and Reports Chapter 13 - Page 18

Use the Requests Window to View and Change Requests

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Managing Concurrent Programs and Reports Chapter 13 - Page 19

How to Use the Requests Window

How to Use the Requests Window Display the Find Requests window by navigating to (N) Requests > View.

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Managing Concurrent Programs and Reports Chapter 13 - Page 20

Using the Requests Window

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Managing Concurrent Programs and Reports Chapter 13 - Page 21

Using the Requests Window

Using the Requests Window In order to use the View Output button, your program must have paper output. If the report file format you selected for your request has multiple MIME types associated with it, clicking the View Output button will display a window prompting you to select the MIME type you wish to use to view your output. For more information on associating file formats with MIME types see: (Help) Applied Technology > Oracle Applications System Administration > Maintenance > Managing Concurrent Processing and Concurrent Programs > How to View Request Status and Output > Defining the Reports Viewer

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Managing Concurrent Programs and Reports Chapter 13 - Page 22

Viewer Options Window

Use the Viewer Options Window to Define MIME Types (N) Install > Viewer Options You can use one MIME type to view reports of a certain format. For example, you can view all text format reports in Microsoft Word. MIME types for supported formats for a particular user are set by several profile options. Seeded MIME types are: • Viewer: Application for HTML • Viewer: Application for PCL • Viewer: Application for PDF • Viewer: Application for PostScript • Viewer: Application for Text • Viewer: Application for XML The MIME type selected for a user’s report is sent to a browser window when the user views a report of that file format.

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Managing Concurrent Programs and Reports Chapter 13 - Page 23

Canceling a Request

Canceling a Request That Has Not Yet Completed (N) Requests > View (B) Find If you cancel a request set, then Oracle Applications automatically cancels all requests in the set.

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Managing Concurrent Programs and Reports Chapter 13 - Page 24

Holding a Request

Holding a Request That Has Not Started Running (N) Requests > View (B) Find Only requests that have not started running can be put on hold.

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Managing Concurrent Programs and Reports Chapter 13 - Page 25

Changing Request Options

Changing Request Option (N) Requests > View (B) Find Note: You can change the following only if the request or request set is Pending or Scheduled: - Start Date and Time - Printer and number of copies - Save output - Resubmission options

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Managing Concurrent Programs and Reports Chapter 13 - Page 26

Four Phases of a Concurrent Request

Four Phases of a Concurrent Request The system administrator must periodically review the status of Oracle Applications programs to determine a particular request’s status in its lifecycle. A concurrent request has a lifecycle of either three or possibly four phases: • Pending: The request is waiting to be run. • Running: The request is running. • Completed: The request has finished execution. • Inactive: The request cannot yet be run.

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Managing Concurrent Programs and Reports Chapter 13 - Page 27

Pending Phase

Pending Phase A program in the Pending phase can be in one of four statuses: • Normal: The program is waiting for an available manager. • Waiting: A child program is waiting for a parent to mark it ready to run. • Standby: A program is waiting for another incompatible program in the same logical database to complete. • Scheduled: A program’s scheduled start time has not yet elapsed.

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Managing Concurrent Programs and Reports Chapter 13 - Page 28

Running Phase

Running Phase A program in the Running phase can be in one of four statuses: • Normal: Program is in progress. • Paused: A parent program is waiting for one or more child programs to complete. • Resuming: A parent program is continuing after the completion of one or more child programs. • Terminating: The program is being terminated.

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Managing Concurrent Programs and Reports Chapter 13 - Page 29

Completed Phase

Completed Phase A program in the Completed phase can be in one of five statuses: • Normal: Program completed successfully. • Warning: Program completed successfully but with warning messages. • Error: Program failed to complete successfully. • Terminated: A running program was terminated. • Canceled: A pending or inactive program was canceled before it started.

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Managing Concurrent Programs and Reports Chapter 13 - Page 30

Inactive Phase

Inactive Phase A program in the Inactive phase can be in one of three statuses: • Disabled: The requested program has not been enabled for execution. • On Hold: The requested program has been placed on hold. • No Manager: There is no manager defined to run this type of request.

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Managing Concurrent Programs and Reports Chapter 13 - Page 31

System Administrator Monitoring Privileges

Monitoring Privileges of the System Administrator The system administrator’s privileges extend beyond those of the end user. The system administrator can perform all the operations shown on the slide. However, the system administrator cannot view the actual output of another user’s report.

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Managing Concurrent Programs and Reports Chapter 13 - Page 32

Review Log Files

Log File Descriptions Request Log: When a user submits a request in Oracle Applications, a concurrent manager processes the request and creates a diagnostic log file. Request Log files document the execution of a concurrent program running as the result of a concurrent request. The file contains the program parameters, the start and completion times, and any error messages. Both the user and the system administrator can access this file. Manager Log: Manager Log files document the performance of a concurrent manager that is running a request. The Manager Log lists each request processed by this manager in descending order by start date and time. This file is accessible by both the user and the system administrator. Internal Manager Log File: This file documents the performance of the Internal Concurrent Manager. It displays parameter values that are loaded when the Internal Concurrent Manager is started (STARTMGR command) and records the time that each concurrent manager is started and when each process monitor session (or PMON) cycle is initiated. During each PMON cycle, the Internal Concurrent Manager verifies the correct operation of each defined concurrent manager. Only the System Administrator can access the Internal Concurrent Manager Log file. Copyright © Oracle Corporation, 2007. All rights reserved.

Managing Concurrent Programs and Reports Chapter 13 - Page 33

Managing Log Files and Tables

Managing Log Files and Tables Purging Log Data: Eventually the tables holding log information consume disk space with data that may no longer be of use to you. To conserve disk space, you should periodically delete Oracle Applications log files and output files. Your company’s MIS department and application users should agree on an archiving and file retention policy appropriate for your organization. Use the Purge Concurrent Request and/or Manager Data program to purge Request Log files, Concurrent Manager Log files, and report output files from your product directories maintained by the operating system, as well as records from Application Object Library tables that contain history information about concurrent requests and concurrent manager processes. Scheduling Purge Submissions: Run the Purge Concurrent Request and/or Manager Data program once and automatically resubmit the program to run at specific time intervals. Use the Parameters window to specify various criteria with which you can control the timing and frequency of program execution. Loss of Audit Data: Be aware that purging concurrent request information loses audit details used by the Sign-on Audit Concurrent Requests Report.

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Managing Concurrent Programs and Reports Chapter 13 - Page 34

Purge Request Results

Results of Purge Requests The slide shows the database tables and the operating system files affected by a purge request. On the Parameters form of the Purge Concurrent request and/or Manager Data program, you can specify that either request data (Entity=Request) or manager data (Entity=Manager) be purged. The slide shows the effects of the different requests. Database Table Descriptions • FND_CONC_REQUEST_ARGUMENTS: This table records arguments passed by the concurrent manager to each program it starts running. • FND_RUN_REQUESTS: For submitted report sets, this table stores information about the reports in the report set and the parameter values for each report. • FND_CONCURRENT_REQUESTS: This table contains a complete history of all concurrent requests. • FND_DUAL: This table records when requests do not update database tables. • FND_CONCURRENT_PROCESSES: This table records information about Oracle Applications and operating system processes.

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Managing Concurrent Programs and Reports Chapter 13 - Page 35

Grouping Concurrent Programs and Requests

Grouping Concurrent Programs and Requests Grouping concurrent programs and other requests together allows you to control access and streamline processing. In Oracle Applications, you group programs and requests into request groups and request sets. Request Groups A request group is a collection of reports and other concurrent programs. You use request groups to implement security at the responsibility level. Request groups are normally associated with a responsibility, in which case they are referred to as request security groups. Any user of a responsibility has access to the reports in that responsibility’s request security group. Additionally, you can define a request group to have an access code. You can then define the form so that it allows users to select only those reports or concurrent programs belonging to a request group with an assigned code. Request Sets A request set is a collection of concurrent programs set up to run in a specified sequence from a single transaction. Request sets can also have run and/or print options, which apply to every

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Managing Concurrent Programs and Reports Chapter 13 - Page 36

member of the set. Programs in a request set can share parameters; therefore a parameter value needs to be entered only once for multiple programs. Any user can create a request set.

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Managing Concurrent Programs and Reports Chapter 13 - Page 37

Creating a Request Group

Request Group Creation (N) Security > Responsibility > Request An application name is required when defining the request set. This application name and the request group name uniquely identify this request set. The application name does not prevent you from assigning reports and report sets from other applications to this group. For more information see: (Help) Applied Technology > Oracle Applications System Administration > Configuration > Overview of Concurrent Programs and Requests > Request Groups Window

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Managing Concurrent Programs and Reports Chapter 13 - Page 38

Using a Request Group with a Code

The code must not contain any spaces. The combination of the application and the code identify the request group.

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Managing Concurrent Programs and Reports Chapter 13 - Page 39

Submitting Requests: Form Compared with Responsibility

Submitting Requests: Form Versus Responsibility The request processing is different depending on whether you are using a normal request group or a coded request group. Responsibility-Based Access This is the typical way a user submits a report. The menu prompt Run does not pass any arguments to the Submit Requests form when the prompt is chosen. The list of values includes all the programs in the responsibility’s request security group. Form-Based Access This type of access uses a coded request group. In this method, when a modified menu prompt is chosen, it calls a form function to pass an argument (the code) to the Submit Requests form. The only programs displayed in the Submit Requests list of values are those defined to the coded request group.

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Managing Concurrent Programs and Reports Chapter 13 - Page 40

Implementing a Coded Request Group

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Managing Concurrent Programs and Reports Chapter 13 - Page 41

Customization Example

Customization Example The slide shows the values that are used in the following example.

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Managing Concurrent Programs and Reports Chapter 13 - Page 42

Creating the New Form Function

Creating the Form Function (N) Application > Function Type is a non-validated field used to enter a description of the function’s use.

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Managing Concurrent Programs and Reports Chapter 13 - Page 43

Passable Request Parameters

Passable Request Parameters The slide shows the parameters you can pass in your new function. Several of the parameters are paired; these parameters must be used together. Remember that when the request group was created, it was associated with an application. You must pass both the code and the short name of the application for the system to identify the correct request group. For a complete explanation of these parameters, see: (Help) Applied Technology > Oracle Applications System Administration > Configuration > Overview of Concurrent Programs and Requests > Organizing Programs into Request Groups > Customizing the Submit Requests Window, Customizing the Submit Requests Window using Codes

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Managing Concurrent Programs and Reports Chapter 13 - Page 44

Adding the Function to the Menu

(N) Application > Menu

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Managing Concurrent Programs and Reports Chapter 13 - Page 45

Defining a Request Set

Defining Request Sets By defining request sets, you can submit the same set of requests regularly with a single transaction. Use the Request Set window to create and edit request sets. You can also use the Request Set Wizard to create simple request sets.

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Managing Concurrent Programs and Reports Chapter 13 - Page 46

Request Set Stages

Organizing Requests with Stages Request sets are divided into one or more stages, which are linked to determine the sequence in which the requests will run. Each stage consists of one or more requests that you want to run in parallel (at the same time in any order). For example, in the simplest request set structure, all requests are assigned to one stage thus allowing all requests to run in parallel. To run requests in sequence, assign requests to different stages and then link the stages in the order you want the requests to run. The concurrent manager allows only one stage in a request to run at a time. When one stage is complete, the next stage is submitted. A stage is not considered complete until all of the requests in the stage are complete. One advantage of using stages is the ability to run several requests in parallel and then move sequentially to the next stage, thus enabling you to create more versatile and efficient request sets.

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Managing Concurrent Programs and Reports Chapter 13 - Page 47

Stage Status

Using Stage Status Like request sets and concurrent requests, stages can complete with different statuses. Each stage can complete with a status of Success, Warning, or Error. You can use these completion statuses to structure your request set by defining which stage will follow the current stage based on its completion status. The request set in the slide always starts with Stage 1. If Stage 1 were to complete with the status of Warning, then the Warning link would be followed and Stage 3 would be submitted. The status of a completed stage is set according to the highest error status returned by the individual requests comprising the stage. Therefore, in order for the stage to complete with a status of Success, all the requests that make up the stage must have completed with a status of Success. If one request completes with a status of Error, the status for the stage will be Error, regardless of the statuses of the other requests. Restarting Request Sets If a request set stage completes with a status of Error, you can restart the request set at the point of the error after fixing the cause of the error. In such an instance, the system captures information on the first stage that fails. and the Restart button in the Oracle Applications

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Managing Concurrent Programs and Reports Chapter 13 - Page 48

Manager - View Completed Requests page is enabled. When you click on the Restart button the request set can restart from the point of the error. Once the stage has been identified, the request set program submits the stage program in resubmit mode. In this mode, the program looks at the same stage from the previous run and determines which programs need to be rerun, (only those that ended in error), and runs those programs. If this stage completes successfully or has a Warning status, the system proceeds to the next stage using the normal mechanism of restarting the request set program.

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Managing Concurrent Programs and Reports Chapter 13 - Page 49

Linking of Stages

Linking of Stages There are no restrictions on linking stages within a request set. Any stage can be linked to any other stage, including itself. Two or more links can point to the same stage. For example, one stage can link to another if the completion status of the first is Success or Warning, and link to a third stage if the status is Error. You determine the end of a request by not specifying a follow-up stage for each completion status. You can end a request set after any stage in the set. When any stage completes with a status that does not link to another stage, the request set ends. You can use the linking of stages to control your request set. By using the Request Set Wizard button in the Request Set window you can create the request set as follows: • Run in Parallel – creates one stage containing all of the requests you wish to run in parallel. • Run Sequentially – creates a separate stage containing the request or requests for each step in the sequence and link in the appropriate order. • Run Sequentially but abort on Error – sets up your sequence the same as it did for Run Sequentially, but when it links the stages, it does not enter a follow-up stage as a link in the Error completion status field. Copyright © Oracle Corporation, 2007. All rights reserved.

Managing Concurrent Programs and Reports Chapter 13 - Page 50

Defining Request Sets Step 1: Enter Request Set Name

Defining A Request Set (N) Requests > Set The Owner field defaults to your user name and can be changed only by your system administrator.

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Managing Concurrent Programs and Reports Chapter 13 - Page 51

Defining Request Sets Step 1: Enter Request Set Name

Defining A Request Set (continued) If the current date is outside the Active Dates From and To range you define, the request set will not be available in the Submit Requests window. Selecting the Print Together check box will send all your requests to the printer together when they complete. Select the Allow Incompatibility check box to have the system check for incompatible programs when the request set is run. If this check box is left unchecked, then incompatibility rules will be ignored.

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Managing Concurrent Programs and Reports Chapter 13 - Page 52

Defining Request Sets Step 2: Define a Stage

Defining A Request Set (continued) (N) Requests > Set > (B) Define Stages Defining Stages The value for the Display Sequence field is defaulted in sequence as you enter your stages. You may change the display order of the stages by modifying the field. The default value for the Function field is Standard Evaluation that bases its completion status on the normal completion status of the requests it contains. If you select the Return Value check box for more than one stage, the completion status of the request set will equal the completion status of the last of these stages to run. Select the Allow Incompatibility check box to have the system check for incompatible programs when the request set is run. If this check box is left unchecked, then incompatibility rules will be ignored.

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Managing Concurrent Programs and Reports Chapter 13 - Page 53

Defining Request Sets Step 3: Enter Requests for Stage

Defining Stages (continued) (N) Requests > Set > (B) Define Stages > (B) Requests

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Managing Concurrent Programs and Reports Chapter 13 - Page 54

Defining Request Sets Step 4: Enter Request Parameter

Request Parameters ((N) Requests > Set > (B) Define Stages > (B) Requests > (B) Parameters Request Parameters Window Use the Request Parameters window to customize the parameter values of a specific request in a request set. The fields at the top of the Request Parameters window list general information about the current request set for which you can customize the parameter values. The multi-row portion of the window lists the parameters for that request. • The Sequence and Prompt fields are display only. • Selecting the Display check box specifies visibility of a request parameter at submission time. • Selecting the Modify check box to specifies you can insert or change the value for a request parameter at submission time. • Using the Shared Parameter field sets a default value for a parameter that occurs in more than one report or program of a request set. Use the shared parameter label to set an initial default value for all occurrences of the same parameter so you can avoid typing the same value all over again for every occurrence of the parameter.

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Managing Concurrent Programs and Reports Chapter 13 - Page 55

Defining Request Sets Step 5: Link Stages

Linking Stages in a Request Set (N) Requests > Set > (B) Link Stages Success, Warning, and Error columns - To ensure a particular stage follows the preceding stage regardless of the completion status, enter the desired stage in all three columns. To stop the request set if a stage ends in Error, leave the Error column blank. Any time you do not specifically indicate which stage should follow for a completion status, the request set will exit on that completion status.

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Managing Concurrent Programs and Reports Chapter 13 - Page 56

Submitting a Request Set

Who Can Use a Request Set (N) Requests > Run > (Option) Request Set > (B) OK After you define a request set, it becomes your private request set. You can run it as long as you have access to a standard Submit Request window that does not limit access to specific requests. Other users can run the request set only if your system administrator assigns the request set to their responsibility’s request group. It is possible to have a request set in your request group that contains individual requests not in your request group, but you can only edit request sets you own. You can add any requests in your request group to the request set. You can delete any request from the request set, regardless of whether that request is in your request group. To update information about an individual request in the request set, however, the request set must be in your request group. Note: Request sets can also be run within Oracle Application Framework; for example, navigate to System Administration responsibility > Request Set > Schedule.

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Managing Concurrent Programs and Reports Chapter 13 - Page 57

User Request Set Privileges

Request Set Privileges You can control request set ownership to manage request set editing and run privileges. Application User Editing Privileges • Application users define a request set by selecting reports or other concurrent programs from their current responsibility’s request security group. • Application users automatically own the sets they create. • Application users can always edit the sets they own. However, they cannot edit a request set they do not own. Request Sets and Request Security Groups • After changing responsibilities, application users can add reports from their current (new) responsibility’s request security group to a request set they own. • After changing responsibilities, application users can delete reports from a request set they own, regardless of whether the report is in the new responsibility’s request security group.

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Managing Concurrent Programs and Reports Chapter 13 - Page 58

System Administrator Request Set Privileges

System Administrator Request Set Privileges System administrators can edit and assign ownership of any request set. System Administrator Editing Privileges • System administrators can define or edit a request set to include any standard submission report or concurrent program. • System administrators do not automatically own the request sets they define. Request sets defined by a system administrator initially do not have an owner. • System administrators can assign or change ownership of any request set. • If a request set is assigned to an owner but not to the owner’s request security group as well, the reports contained in the request set are available only to the owner. • System administrators can edit any request set, whether the set is owned or not. • System administrators can assign any request set to any request security group, even if the request set contains individual reports not in the request security group. However, this privilege provides the members of a responsibility access to reports and programs outside their request security group.

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Managing Concurrent Programs and Reports Chapter 13 - Page 59

Summary

Lesson Summary In this lesson you learned how to use request groups to control access to reports and concurrent programs. Additionally you learned how individual users can define request sets to streamline processing by setting default values for parameters and sharing parameter values among multiple reports.

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Managing Concurrent Programs and Reports Chapter 13 - Page 60

Administering Concurrent Managers Chapter 14

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Administering Concurrent Managers Chapter 14 - Page 1

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Administering Concurrent Managers Chapter 14 - Page 2

Administering Concurrent Managers

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Administering Concurrent Managers Chapter 14 - Page 3

Objectives

Lesson Aim The Oracle Applications system administrator is the end user’s first point of contact for system questions. The system administrator should be able to monitor the processing of requests and deal with any problems. He or she should also be able to balance workloads to provide the optimum processing environment for users. This lesson teaches you how to monitor and control system processing and also how to plan and schedule your workload.

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Administering Concurrent Managers Chapter 14 - Page 4

Concurrent Requests, Programs, and Processes

Concurrent Requests, Programs, and Processes When a user runs a report, a request to run the report is generated. The command to run the report is a concurrent request. The program that generates the report is a concurrent program. Concurrent programs are started by a concurrent manager.

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Administering Concurrent Managers Chapter 14 - Page 5

Overview of Concurrent Processing

Overview of Concurrent Processing A concurrent manager is itself a concurrent program that starts other concurrent programs running. When an application user submits a request to run a program, the request is entered into a database table that lists all of the requests. Concurrent managers read requests from the table and start programs running. Part of a manager’s definition is how many operating system processes it can devote to running requests. This number is referred to as the manager’s number of target processes.

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Administering Concurrent Managers Chapter 14 - Page 6

Generic Service Management (GSM)

Generic Service Management (GSM) Generic Service Management (also called simply Service Management) provides a powerful framework for managing processes on multiple host machines. Concurrent managers as well as other application tier services can be managed under GSM. Managed services besides concurrent managers include the Oracle Forms Listener, Oracle Reports Server, and the Oracle Workflow Mailer. With Generic Service Management, the Internal Concurrent Manager (ICM) manages the various service processes across multiple hosts. On each host, a Service Manager acts on behalf of the ICM, allowing the ICM to monitor and control service processes on that host. You can then configure, monitor, and control services through the Oracle Applications Manager console.

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Administering Concurrent Managers Chapter 14 - Page 7

Defining a Concurrent Manager

Defining a Concurrent Manager Concurrent managers can be defined to process only certain types of requests and to operate during certain times of the day. • Scheduling Requests - You can schedule when a manager operates by defining one or more work shifts and associating the manager with a work shift. • Segregating Requests - You can define specialization rules to identify the kinds of requests a manager will read. Specialize managers so they only read requests to start certain kinds of programs.

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Administering Concurrent Managers Chapter 14 - Page 8

Defining a Concurrent Manager

Defining a Concurrent Manager (N) Concurrent > Manager > Define The Parallel Concurrent Processing Details region of this window is discussed in a later lesson. Concurrent Managers can also be defined within Oracle Applications Manager, by navigating to Site Map > Administration (T) > Request Processing Managers (under Application Services) > Create New (B)

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Administering Concurrent Managers Chapter 14 - Page 9

Defining Work Shifts

Defining Work Shifts (N) Concurrent > Manager > Workshifts A concurrent manager operates only during its specified work shift. Use military time notation to define a work shift—that is, use 24 hours rather than 12. Work shifts can also be defined within Oracle Applications Manager, by navigating to Site Map > Administration (T) > Request Processing Managers (under Application Services) > Create New (B) or Edit (B) for a selected service > Add from Available Shifts (B) > Create New (B)

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Administering Concurrent Managers Chapter 14 - Page 10

Balancing Process Workload Over Time

Balancing Process Workload You can create multiple work shifts for a concurrent manager to regulate the number of operating system processes the manager starts up at different times of the day and different days of the week.

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Administering Concurrent Managers Chapter 14 - Page 11

Work Shift Hierarchy

Overlapping Workshifts When work shifts overlap, the work shift with the more specific time period takes effect for the overlapping time period. For example, a work shift for January 1 overrides a work shift from 9:00 am to 5:00 PM every Monday through Friday. When work shifts with the same hierarchy level overlap, the work shift with the largest number of target processes takes effect.

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Administering Concurrent Managers Chapter 14 - Page 12

Concurrent Managers Window: Program Libraries

Concurrent Managers (N) Concurrent > Manager > Define Immediate Programs and Spawned Programs Immediate concurrent programs are C or PRO*C subroutines linked with concurrent managers. Most concurrent programs are spawned as independent processes at run time instead of running as subroutines. If you are defining a new concurrent program, you should run the program as a spawned program rather than as an immediate program. Examples of these are: • FNDLIBR: Contains immediate concurrent programs used by Oracle Applications Object Library. • INVLIBR: Contains immediate concurrent programs used by Oracle Inventory. • MFCLIBR: Contains immediate concurrent programs used by Oracle Manufacturing. • PALIBR: Contains immediate concurrent programs used by Oracle Projects.

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Administering Concurrent Managers Chapter 14 - Page 13

Assigning Workshifts to a Manager

Assigning Work Shifts to a Manager (N) Concurrent > Manager > Define > (B) Workshifts

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Administering Concurrent Managers Chapter 14 - Page 14

Specializing a Concurrent Manager

Specializing a Concurrent Manager (N) Concurrent > Manager > Specialization Rules

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Administering Concurrent Managers Chapter 14 - Page 15

Specializing a Concurrent Manager: Combined Rules

Combined Rules (N) Concurrent > Manager > Rule

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Administering Concurrent Managers Chapter 14 - Page 16

Specialization Rules

Defining Specialization Rules Use actions and qualifications to define specialization rules. An action defines a concurrent manager’s behavior toward the request. Include and Exclude Actions • The manager runs included requests. • The manager does not run excluded requests. • Exclusion rules override inclusion rules. Example Rules The example rules would result in a manager’s reading requests for all programs assigned to Oracle Purchasing except programs defined with the request type Month-End Rep.

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Administering Concurrent Managers Chapter 14 - Page 17

Action Types

Action Types Use action types to specify the actions of a manager. An action type specifies the type of request to which an action refers. • Programs that connect to a specific Oracle Applications account (Oracle ID). For example, you could include for processing all programs that connect to the Oracle Payables account AP1. • Specific programs by name. For example, you could include for processing the Oracle General Ledger program Trial Balance-Budget. When using an action type of program, you specify the application and the program name. • Certain request types. For example, you could include for processing all programs defined as a request type of Month-End Reports. • Programs requested by certain users. For example, you could include for processing all programs requested by the user “Operations”. • Combined rule. A combined rule combines more than one action to generate a single rule.

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Administering Concurrent Managers Chapter 14 - Page 18

Combining Multiple Actions Within Rules

Combining Multiple Actions in Rules • Multiple include actions in a combined rule behave differently from other multiple include actions in a specialization rule. • A specialized include rule is associated with a specific concurrent manager. A combined include rule is an independent rule possibly associated with multiple managers. • Multiple specialized include rules create OR clauses, allowing more requests to be read by the manager. • Multiple combined include rules create AND clauses, further restricting a manager from reading the request.

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Administering Concurrent Managers Chapter 14 - Page 19

Concurrent Request Types

Defining Request Types (N) Concurrent > Program > Types

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Administering Concurrent Managers Chapter 14 - Page 20

Using Request Types

How to Define and Use Request Types There are three steps in defining and using request types: • Identify a category of programs according to some criterion. Define a request type for that category of programs. • Identify a concurrent program according to the new request type. • Use the new request type in a manager’s specialization rule.

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Administering Concurrent Managers Chapter 14 - Page 21

Conflicts Domains

The Purpose of Conflicts Domains Concurrent processing resolves and imposes conflicts and constraints within a domain and not across. That is, two incompatible programs A and B will not run concurrently when they are submitted within the same domain. But, if A is submitted within domain D1 and B is submitted within D2, they may run concurrently. Defining Conflicts Domains (N) Concurrent > Conflicts Domains To prevent two programs from concurrently accessing or updating the same data, you have to know where in terms of data, they are incompatible. A Conflict Domain identifies the data that creates the incompatibility. In Oracle Applications data is stored in database tables belonging to a particular application. Each table may also contain information used to determine what conditions need to be met to access the individual records. These conditions may consist of one or more of the following data groupings: • SOB - based on the profile option GL_SET_OF_BOOKS • Multiple installations (referred to as MSOB)

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Administering Concurrent Managers Chapter 14 - Page 22

• Multiple Operating units (determined by profile option MO_OPERATING_UNIT) (referred to as MULTIORG) • Multiple Orgs (determined by profile option INV_ORGANIZATION_ID, used by Manufacturing applications) • HR may use business group as a conflict domain • FA may use FA book A conflict domain is an abstract representation of the groupings used to partition your data. There is no limit to the number of domains that can be defined, but excessive domains may impact performance.

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Administering Concurrent Managers Chapter 14 - Page 23

Processing Conflicts Domains

Processing Conflict Domains All programs are assigned a conflict domain when they are submitted. If a domain is defined as part of a parameter the concurrent manager will use it to resolve incompatibilities. If the domain is not defined by a parameter, the concurrent manager uses the value defined for the profile option Concurrent: Conflicts Domain. Lastly, if the domain is not provided by a program parameter and the Concurrent: Conflicts Domain profile option has not been defined, the Standard domain is used. The Standard domain is the default for all requests. Each request submitted uses parameters identifying the records it will access. For programs defined with incompatibility rules the conflict domain parameter is used additionally. The conflict domain may be set automatically based on such variables as logon ID, set of books, or the organization the user is working in. The conflict domain parameter may in some cases be selected in the parameters field of the Submit Requests form.

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Administering Concurrent Managers Chapter 14 - Page 24

Control Functions of Concurrent Managers

Activating and Deactivating Concurrent Managers (N) Concurrent > Manager > Administer You can control concurrent managers by activating or deactivating one or all of the managers. Activate All Managers Simultaneously: When you activate the Internal Concurrent Manager, it starts up all the concurrent managers. You can activate the Internal Concurrent Manager from the operating system. Deactivate All Managers Simultaneously: When you deactivate the Internal Concurrent Manager, it shuts down all the concurrent managers. You can deactivate the Internal Concurrent Manager from either the Administer Concurrent Managers window or the operating system. Activating and Deactivating Individual Managers: You can activate individual concurrent managers by using the Administer Concurrent Managers window. The Internal Concurrent Manager must be active for an individual manager to be active. Deactivate individual concurrent managers by using the Administer Concurrent Managers form. Internal Manager Control Functions Verify Concurrent Manager Status: Manually executes the process monitoring (PMON) cycle. Copyright © Oracle Corporation, 2007. All rights reserved.

Administering Concurrent Managers Chapter 14 - Page 25

Deactivate Concurrent Manager: Deactivates the Internal Concurrent Manager and all other managers. Terminate Requests and Deactivate Manager: All running requests running concurrent programs) are terminated, and all managers are deactivated. Any Other Manager Control Functions Activate Concurrent Manager: If the manager is defined to work in the current work shift, it starts immediately. Restart Concurrent Manager: Internal manager rereads the manager’s definition and the rules for concurrent program incompatibilities. Deactivate Concurrent Manager: Deactivates the manager. All requests (concurrent programs) currently running are allowed to be completed before the manager shuts down. A manager will not restart until you select the manager and choose Activate Concurrent Manager. Terminate Request and Deactivate Manager: All running requests (running concurrent programs) handled by the manager are terminated. Once deactivated a manager will not restart until you select the manager and choose Activate Concurrent Manager.

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Administering Concurrent Managers Chapter 14 - Page 26

Internal Monitor and ICM

Internal Monitor Processes You can provide fault tolerance for the Internal Concurrent Manager by using Internal Monitor Processes. The Internal Concurrent Manager can run on any node and can activate and deactivate concurrent managers on the same or other nodes. Because the Internal Concurrent Manager must be active at all times, it needs high fault tolerance. To provide this fault tolerance, parallel concurrent processing uses Internal Monitor Processes. The sole job of an Internal Monitor Process is to monitor the Internal Concurrent Manager and to restart that manager if it fails. The first Internal Monitor Process to detect the failure of the Internal Concurrent Manager restarts the Internal Concurrent Manager on its own node. Only one Internal Monitor Process can be active on a single node. You decide which nodes have an Internal Monitor Process when you configure your system. You can also assign each Internal Monitor Process a primary and secondary node to ensure its protection. Internal Monitor Processes, like concurrent managers, can have assigned work shifts and are activated and deactivated by the Internal Concurrent Manager.

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Administering Concurrent Managers Chapter 14 - Page 27

Defining a Transaction Manager

Creating Custom Transaction Managers (N) Concurrent > Manager > Define Because forms must be precoded to submit synchronous requests, you do not usually need to create custom transaction managers.

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Administering Concurrent Managers Chapter 14 - Page 28

Viewing Log and Output Files

Viewing Log and Output Files You can review log and output files from any node, regardless of which node the concurrent process runs on. You do not need to log on to a node to view the log and output files from requests run on that node. The concurrent log and output files from requests that run on any node are accessible online from any other node. This capability relies on setup steps taken at install time. For more information, refer to the installation documentation for your platform. • INVLIBR: Contains immediate concurrent programs used by Oracle Inventory. • MFCLIBR: Contains immediate concurrent programs used by Oracle Manufacturing. • PALIBR: Contains immediate concurrent programs used by Oracle Projects.

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Managing Parallel Concurrent Processing

Managing Parallel Concurrent Processing You can distribute concurrent processing across multiple nodes in a cluster, massively parallel, or homogeneous networked environment. Benefits of Parallel Concurrent Processing • High Performance: Processes can run on multiple nodes to improve throughput. • Fault Tolerance: Processes can continue running on available nodes even when one or more nodes fail. • Adaptability: Integrate with platform-specific batch queue and load-balancing systems to maximize concurrent processing performance on a particular platform. • Single Point of Control: Managers can be administered from any node. Nodes • Each node consists of one or more processors (CPUs) and its associated memory. • Each node has its own memory that is not shared with other nodes. • Each node operates independently of other nodes except when sharing resources. Nodes and Concurrent Managers

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With parallel concurrent processing, one or more managers can run on one or more nodes. You decide where concurrent managers run when configuring the system. You can define any set of specialization rules and apply them across nodes in any way desired.

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Administering Concurrent Managers Chapter 14 - Page 31

Summary

Lesson Summary In addition to controlling access to Oracle Applications, monitoring the day-to-day processing of Oracle Applications is a very important job of the system administrator. The system administrator is the first point of contact when users have, or suspect they have, a problem with either the results or the processing of a request. The system administrator has access to several application log files containing diagnostic information that can be of use in correcting problems. The system administrator is also responsible for balancing workload to maintain optimum performance for users. He or she does this by creating concurrent managers to process user requests. Managers can be specialized to operate only during certain times and to process only certain types of requests. System administrators also monitor and control the activity of managers in a parallel environment.

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Introduction to Oracle Workflow Chapter 15

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Introduction to Oracle Workflow Chapter 15 - Page 1

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Introduction to Oracle Workflow

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Introduction to Oracle Workflow Chapter 15 - Page 3

Objectives

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Introduction to Oracle Workflow Chapter 15 - Page 4

Enabling E-Business

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Introduction to Oracle Workflow Chapter 15 - Page 5

Inter-Enterprise Business Processes

Inter-Enterprise Business Processes In e-business, different enterprises need to communicate with each other over the Internet. Oracle Workflow with the Business Event System can be used as part of an integration hub, modeling business processes that span all of the enterprises involved in an end-to-end process.

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Introduction to Oracle Workflow Chapter 15 - Page 6

Traditional Workflow

Traditional Workflow Traditional applications-based workflow processes are launched from a business application through APIs hard-coded within the application. These processes model the business rules in the individual local application and are made up of activities executed by the Workflow Engine only in that application’s system. For example, the modeling of an approval hierarchy is a common use of Oracle Workflow in this scenario.

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Introduction to Oracle Workflow Chapter 15 - Page 7

Workflow-Driven Business Processes

Workflow-Driven Business Processes Oracle Workflow can help save time by: • Reducing repetitive data entry tasks • Automating approval hierarchies • Automatically delivering notifications and reminders of work to be done • Providing self-service monitoring capabilities

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Introduction to Oracle Workflow Chapter 15 - Page 8

Workflow-Driven Business Processes

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Introduction to Oracle Workflow Chapter 15 - Page 9

Sample Workflow Process

Sample Workflow Process A workflow process consists of a sequence of activities that together make up a business flow, expressing your organization’s policies and rules. The activities can include significant business events, automated functions, notifications to users, or subprocesses. This example shows a sample order processing workflow process that includes business events.

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Introduction to Oracle Workflow Chapter 15 - Page 10

Event-Based Workflow

Event-Based Workflow With the Business Event System, Oracle Workflow supports both traditional applicationsbased workflows and event-based integration workflows. For e-business, there is a requirement to integrate with external systems, such as sending a document to a business-to-business exchange, or other systems external to the local application. Oracle Workflow supports e-business integration workflows by allowing business analysts and developers to model business processes spanning different systems using a graphical drag-and-drop designer—the Workflow Builder—and run those processes using the Workflow Engine and the Business Event System. This support enables Oracle Workflow customers to deal with business objects in comprehensive e-business integration flows with minimal intrusion into the core application. The Business Event System and the Workflow Engine can function independently of each other. However, you can achieve the most powerful and flexible processing by using the Business Event System and the Workflow Engine together to execute cross-system processes for e-business integration.

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Introduction to Oracle Workflow Chapter 15 - Page 11

Subscription-Based Processing

Subscription-Based Processing The Business Event System provides increased flexibility through subscription-based processing: you raise a business event from an application, but specify the processing to perform for that event as a subscription in Oracle Workflow. For example, you can launch a workflow process when an event is raised by specifying that process in a subscription to the event. You can also define multiple subscriptions to the same event to perform additional processing for different purposes without intruding any further on the core application.

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Introduction to Oracle Workflow Chapter 15 - Page 12

System Integration with Oracle Workflow

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Introduction to Oracle Workflow Chapter 15 - Page 13

Business Process-Based Integration

Business Process-Based Integration Business process-based integration is model-driven. • Business rules are expressed in a process model. • These rules define the policy for each end-to-end process. • The process model can encompass applications both within and beyond the enterprise. Business process-based integration provides: • A global, enterprise-level view of business objects • Business process automation Oracle Workflow supports business process-based integration through the Business Event System.

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Introduction to Oracle Workflow Chapter 15 - Page 14

Supported System Integration Types

Supported System Integration Types The types of system integration supported by Oracle Workflow are message-based. By supporting the communication of messages between systems, Oracle Workflow lets you define processing across different systems encompassing both your own enterprise and your business partners. The power of this cross-system processing, together with the flexibility provided by subscription-based processing, enables you to use Oracle Workflow for e-business integration.

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Introduction to Oracle Workflow Chapter 15 - Page 15

Designing Applications for Change

Designing Applications for Change The benefits of good design include: • Reduced cost of ownership through diminished development costs • Ease of management and maintenance • Visual documentation of business processes

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Introduction to Oracle Workflow Chapter 15 - Page 16

Designing Applications for Change

Designing Business Processes for Change Complete process representation: • A workflow process can cross organizational and company boundaries to represent an end-to-end flow. • You can provide alternatives within a process to accommodate different situations. • You can build management metrics and performance goals into a process. Graphical development tool: • The Oracle Workflow Builder separates business process definition and modeling from code development. • Workflow diagrams provide a visual overview of your processes. • You can easily modify a process definition. Ease of management and maintenance: • Oracle Workflow lets you analyze time and costs for entire business processes. • You can refine your process definitions according to your analysis to streamline them and reduce time and costs. • You can easily implement a modified process. Copyright © Oracle Corporation, 2007. All rights reserved.

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• Oracle Workflow empowers process participants by giving them access to review the progress and current status of their processes. • Users can find the answers to many common questions themselves using these monitoring capabilities.

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Introduction to Oracle Workflow Chapter 15 - Page 18

Designing Applications for Integration

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Introduction to Oracle Workflow Chapter 15 - Page 19

Designing Applications for Integration

Designing Applications for Integration Business events as integration points: • Applications can raise business events at any point where further processing or integration might be required. • You can define the processing to be triggered by an event immediately after defining the event or at any later time. Subscription-based processing: • Use subscriptions to specify the processing you want to perform for a business event. • You can define multiple subscriptions to the same event to perform additional processing for different purposes. Web-based business event and subscription management tool: • The Event Manager separates event subscription definition from code development. • You can use the Event Manager web pages to define, update, or delete event subscriptions without intruding on the core application.

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Introduction to Oracle Workflow Chapter 15 - Page 20

Oracle Workflow in Oracle E-Business Suite

Oracle Workflow in Oracle E-Business Suite In Oracle E-Business Suite, Oracle Workflow is incorporated in applications including Enterprise Resource Planning (ERP), Customer Relationship Management (CRM), and Human Resources Management Systems (HRMS). Oracle Workflow is leveraged by both professional applications, which are typically Forms-based applications for power users, and self-service applications, which are typically HTML-based applications for more casual users.

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Introduction to Oracle Workflow Chapter 15 - Page 21

Summary

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Oracle Workflow Components Chapter 16

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Oracle Workflow Components Chapter 16 - Page 1

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Oracle Workflow Components

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Oracle Workflow Components Chapter 16 - Page 3

Objectives

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Oracle Workflow Architecture

Oracle Workflow Architecture Development Client The development client is a Windows PC. This tier is used to create and modify Oracle Workflow process definitions, and to save and load flat files containing Oracle Workflow process definitions and XML definitions for Business Event System objects.

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Oracle Workflow Components Chapter 16 - Page 5

Oracle Workflow Architecture

Oracle Workflow Architecture Oracle Database The server tier is the Oracle Database that hosts the business application integrated with Oracle Workflow, the Workflow Engine, Business Event System, Notification System, and directory service. The Business Event System leverages the Advanced Queuing feature within the Oracle Database.

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Oracle Workflow Components Chapter 16 - Page 6

Oracle Workflow Architecture

Oracle Workflow Architecture Application Server The application server is the middle tier environment outside of the database. This environment includes ancillary services such as Oracle HTTP Server as the Web server, and Oracle Workflow service components that run in the middle tier, such as agent listeners and notification mailers.

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Oracle Workflow Components Chapter 16 - Page 7

Oracle Workflow Architecture

Oracle Workflow Architecture End-User Client The end-user client is the workstation or PC that an end user uses to perform daily tasks. This client includes browser support for accessing Oracle Workflow Web pages, as well as for accessing the Oracle Workflow Manager component available through Oracle Applications Manager (OAM). The end-user client also includes a mail client application for reviewing and responding to notifications by e-mail.

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Oracle Workflow Components Chapter 16 - Page 8

Oracle Workflow Components

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Oracle Workflow Components Chapter 16 - Page 9

Workflow Engine

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Oracle Workflow Components Chapter 16 - Page 10

Workflow Processes

Workflow Processes A workflow process definition must be saved to the same database as the Workflow Engine. A process definition is composed of activities and the transitions between them. • A completed application transaction or event can initiate a workflow process by raising an event or by calling a series of Workflow Engine APIs. • The Workflow Engine locates the “Start” activity in the process definition. • The Workflow Engine drives through the process, performing all automated steps such as function activities and Raise and Send event activities, until an asynchronous activity such as a notification, Receive event activity, or blocking activity occurs. - The Workflow Engine calls the Notification System to deliver a notification message to an appropriate role. Once a user of that role completes the notification response, the Workflow Engine continues to drive through the remaining activities in the process. - If a blocking activity is encountered, the Workflow Engine waits for an external program to complete and call the appropriate Workflow Engine API before proceeding to the next activity.

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- If a Receive event activity is encountered, the Workflow Engine waits to receive the event from the Business Event System before proceeding to the next activity. • The process completes when the Workflow Engine encounters an “End” activity. Example: Order Processing This example shows a workflow process that includes business events.

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Supported Process Constructs

Supported Process Constructs The Workflow Engine supports sophisticated workflow rules to model your business logic.

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Oracle Workflow Components Chapter 16 - Page 13

Supported Process Constructs

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Supported Process Constructs

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Oracle Workflow Components Chapter 16 - Page 15

Supported Process Constructs

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Oracle Workflow Builder

Oracle Workflow Builder Saving workflow definitions as flat files on the local file system enables designers to back up their work and use source control. Navigator Tree The navigator provides a tree structure for the workflow definition, with the highest level being the data store. Next is the item type, which is a grouping of workflow objects into a high-level category. The lower levels are the workflow objects themselves, such as attributes, processes, notifications, functions, events, messages, and lookup types. All these objects are organized into their respective categories within the tree. Process Diagram The diagram is made up of icons representing workflow objects. A diagram is built by dragging the objects from the navigator window and dropping them into the process diagram window. This method is called bottom-up design. You can also create new objects as you design the diagram and complete the definitions of those objects later. This method is called top-down design.

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Oracle Workflow Components Chapter 16 - Page 17

Business Event System Architecture

Business Event System Architecture The Business Event System is an application service that communicates business events between systems. Oracle Workflow with the Business Event System can act as a system integration messaging hub that relays business event messages among systems. The Business Event System leverages Oracle Advanced Queuing to send messages from one system to another. For the greatest flexibility in routing and processing business events, you can model your business process logic in powerful cross-system workflow processes that are executed by the Workflow Engine. However, the Business Event System can also function independently of the Workflow Engine.

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Oracle Workflow Components Chapter 16 - Page 18

Business Event System Components

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Advanced Queuing, an Enabling Technology

Advanced Queuing, an Enabling Technology Oracle Advanced Queuing allows queue-to-queue propagation across machine boundaries. Oracle Advanced Queuing is a feature of the Oracle Database that provides database-integrated message queuing functionality, leveraging the functions of the Oracle Database to store messages persistently and transmit them using various transport protocols. Java Message Service (JMS) is a messaging standard defined by Sun Microsystems, Oracle, IBM, and other vendors. Oracle Java Message Service (OJMS) provides a Java API for Oracle Advanced Queuing based on the JMS standard. Oracle Workflow supports communication of JMS Text messages through Oracle Advanced Queuing in a format called SYS.AQ$_JMS_TEXT_MESSAGE. Oracle Workflow also supports business event messages in a standard Workflow format called WF_EVENT_T. You can additionally define custom message formats. For more information, refer to the Oracle Streams Advanced Queuing User’s Guide and Reference.

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Oracle Database Communication Alternatives

Oracle Database Communication Alternatives You can use Oracle Advanced Queuing for communication by SQLNET, HTTP, and HTTPS protocols, and for integration with third-party messaging solutions. You can use Oracle Net Services (formerly Net8) to propagate messages by the SQLNET protocol. Oracle Workflow supports JMS Text messages for SQLNET propagation, as well as business event messages in a standard Workflow format called WF_EVENT_T. You can also define custom message formats. The Oracle Streams Advanced Queuing Internet access functionality lets you perform Oracle Advanced Queuing operations over the Internet by using the Oracle Advanced Queuing Internet Data Access Presentation (IDAP) for messages and transmitting the messages over the Internet using transport protocols such as HTTP or HTTPS. Messaging Gateway is a feature of Oracle Advanced Queuing that enables communication between applications based on non-Oracle messaging systems and Oracle Advanced Queuing. Standard Oracle Advanced Queuing functionality provides propagation between two Oracle Advanced Queuing queues; Messaging Gateway extends that propagation to legacy applications based on non-Oracle messaging systems.

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Oracle Workflow Components Chapter 16 - Page 21

For more information, refer to the Oracle Streams Advanced Queuing User’s Guide and Reference.

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Accessing Oracle Workflow Web Pages

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Oracle Workflow Home Pages

Oracle Workflow Home Pages • Administrator home page: Lists your five highest priority notifications. Also provides tabs to the Developer Studio, Event Manager (Business Events), administrator Status Monitor, Advanced Worklist, and Administration pages. • Self-service home page: Lists your five highest priority notifications as well as the five most recent workflows that you own that were started in the last two weeks. Also provides tabs to the Advanced Worklist and self-service Status Monitor.

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Oracle Workflow Components Chapter 16 - Page 24

Notification System

Notification System The Notification System: • Routes notifications to a role, which can be a single user or group of users • Enables users to receive and respond to notifications using an e-mail application or Web browser of choice • Sends e-mail notifications and processes e-mail responses using the JavaMail API • Allows any users with access to the Internet to be included in a workflow process • Provides access to the Worklist from Oracle E-Business Suite through the Worklist web pages • Enables users to drill down from a notification in the Worklist web pages to any URL or Oracle E-Business Suite form to respond to the notification

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Worklist Web Pages

Worklist Web Pages Oracle Workflow includes two different versions of the Worklist in the Oracle Application Framework user interface format: • Advanced Worklist: Provides full notification information as well as additional options for displaying and administering notifications • Personal Worklist: Provides additional search and filtering options for displaying notifications

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E-Mail Notifications

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Directory Services

Directory Services Users can be associated with more than one role, and a role may contain more than one user. The Workflow Engine and Notification System use the directory service to determine who should receive notifications and in what format. Notifications can be delivered to an individual user or to all members of a particular role. Note: Oracle Workflow uses a directory service model in which denormalized information is maintained in the Workflow local tables for performance gain. You should maintain synchronization between the user and role information stored in application tables by the source modules and the information stored in the Workflow local tables.

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Oracle Workflow Components Chapter 16 - Page 28

Status Monitor Web Pages

Workflow Monitor Oracle Workflow includes both administrator and self-service versions of the Status Monitor in the Oracle Application Framework user interface format.

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Oracle Workflow Components Chapter 16 - Page 29

Workflow Definitions Loader

Loading Workflow Definitions The Workflow Definitions Loader is a utility program that lets you transfer process definitions between a database and a flat file. The Workflow Definitions Loader: • Runs on the server machine. • Lets you upgrade a database with new versions of process definitions or upload existing process definitions after a database upgrade. • Is also integrated into Oracle Workflow Builder. • Allows process definitions to be source-controlled as flat files.

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Workflow XML Loader

Workflow XML Loader The Workflow XML Loader is a utility program that lets you transfer XML definitions for Business Event System objects between a database and a flat file. • When you download Business Event System object definitions from a database, Oracle Workflow saves the definitions as an XML file. • When you upload object definitions to a database, Oracle Workflow loads the definitions from the source XML file into the Business Event System tables in the database, creating new definitions or updating existing definitions as necessary.

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Oracle Workflow Components Chapter 16 - Page 31

Workflow Manager

Workflow Manager Administrators can use Workflow Manager to perform the following tasks: • Run Workflow service components, such as notification mailers and agent listeners. • Control other Workflow system services, including background engines, purging obsolete Workflow data, and cleanup of the Workflow control queue. • Monitor work item processing by viewing the distribution of all work items by status and drilling down to additional information. • Monitor event message processing for local Business Event System agents by viewing the distribution of event messages by status and drilling down to additional agent information and individual event messages, as well as by viewing queue propagation details. With this ability to monitor work items and event messages, a system administrator can identify possible bottlenecks easily.

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Oracle Workflow Components Chapter 16 - Page 32

Service Components

Service Components Oracle Workflow uses the Generic Service Component Framework (GSCF) to simplify and automate the management of background Java services. A service component is an instance of a Java program that has been defined according to the GSCF standards so that it can be managed through this framework. Use Oracle Workflow Manager to configure and run service components. Note: Oracle Workflow Manager also lets you manage Web services outbound components, which process outbound Web service messages for Oracle XML Gateway. For more information, see the Oracle XML Gateway User’s Guide.

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Oracle Workflow Components Chapter 16 - Page 33

Oracle Workflow Documentation

Oracle Workflow Documentation The main Oracle Workflow documentation set includes the following: • Oracle Workflow Administrator’s Guide: Explains how to complete the setup steps necessary for any product that includes Workflow-enabled processes, as well as how to monitor the progress of run-time workflow processes. • Oracle Workflow Developer’s Guide: Explains how to define new workflow business processes and customize existing Oracle E-Business Suite-embedded workflow processes. It also describes how to define and customize business events and event subscriptions. • Oracle Workflow User’s Guide: Describes how users can view and respond to workflow notifications and monitor the progress of their workflow processes. • Oracle Workflow API Reference: Describes the APIs provided for developers and administrators to access Oracle Workflow. You can also consult the following: • Installation documentation for your release and platform, usually available within the installation software bundle.

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• Oracle Workflow Documentation Resources, Release 12, (note 396314.1), available on OracleMetaLink.

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Review Questions

Review Questions and Solutions Which component of Oracle Workflow: • Communicates business events among systems? Business Event System • Executes workflow processes? Workflow Engine • Lets you develop workflow process definitions? Oracle Workflow Builder • Delivers process-related messages to users? Notification System • Lets you review and administer a run-time process? Status Monitor

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Oracle Workflow Components Chapter 16 - Page 36

Summary

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Setting Up Oracle Workflow Chapter 17

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Setting Up Oracle Workflow Chapter 17 - Page 1

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Setting Up Oracle Workflow Chapter 17 - Page 2

Setting Up Oracle Workflow

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Setting Up Oracle Workflow Chapter 17 - Page 3

Objectives

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Setting Up Oracle Workflow Chapter 17 - Page 4

Required Setup Steps

Required Setup Steps 1. Set system-wide preferences and default user preferences for your installation of Oracle Workflow using the Workflow Configuration page. 2. Ensure that a directory service is set up to provide information about the individuals and roles in your organization who may utilize Oracle Workflow functionality and receive workflow notifications. 3. Set up background Workflow engines to manage the load on the primary Workflow Engine by processing deferred and timed out activities and stuck processes. 4. Configure the Business Event System for event communication. For more information, refer to the “Setting Up Oracle Workflow” chapter in the Oracle Workflow Administrator’s Guide.

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Setting Up Oracle Workflow Chapter 17 - Page 5

Step 1 Setting Global Workflow Preferences

Setting Global Workflow Preferences Use a Web browser to navigate to the Workflow Configuration page, using a responsibility and navigation path specified by your system administrator. Some possible navigation paths in the seeded Workflow responsibilities are: • Workflow Administrator Web Applications: Administration > Workflow Preferences • Workflow Administrator Web (New): Administration > Workflow Preferences • Workflow Administrator Event Manager: Administration > Workflow Preferences You can also navigate to the Workflow Configuration page from other Oracle Workflow administrator Web pages by choosing the Administration tab or selecting the Administration link at the end of the page. You must have workflow administrator privileges to set global workflow preferences on the Workflow Configuration page. If you do not have administrator privileges, you can view global workflow preferences, but you cannot modify them. Workflow System Administrator

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Select the role to which you want to assign workflow administrator privileges. If you want all users and roles to have workflow administrator privileges, such as in a development environment, enter an asterisk (*). LDAP If you are integrating with Oracle Internet Directory, specify the Lightweight Directory Access Protocol (LDAP) server information for the LDAP directory to which you will connect. If you already configured these parameters while installing Oracle Application Server with Oracle EBusiness Suite, Oracle Workflow displays those values here. For more information, see: Installing Oracle Application Server 10g with Oracle E-Business Suite Release 12 (OracleMetaLink note 376811.1) and Oracle Single Sign-On Integration, Oracle Applications System Administrator's Guide - Security. • Host: The host on which the LDAP directory resides. • Port: The port on the host. • Username: The LDAP user account used to connect to the LDAP server. This user name must have write privileges and is required to bind to the LDAP directory. • Old Password: Enter your current LDAP password. Oracle Workflow validates this password before letting you change it. • New Password: Enter the new LDAP password you want to use. The password must be at least five characters long. • Repeat Password: Enter your new LDAP password again in this field to confirm it. • Change Log Base Directory: The LDAP node under which change logs are located. • User Base Directory: The LDAP node under which user records can be found. Business Event Local System Specify the system name for the database where this installation of Oracle Workflow is located, to identify it in the Business Event System. Oracle Workflow automatically creates the system definition for this database in the Event Manager during installation. Select the execution status for the local system. • Enabled: Subscriptions are executed on all events. Oracle Workflow sets the system status to Enabled by default. • Local Only: Subscriptions are executed only on events raised on the local system. • External Only: Subscriptions are executed only on events received by inbound agents on the local system. • Disabled: No subscriptions are executed on any events. Notification Style Specify whether Oracle Workflow should send e-mail notifications to users, and if so, in what format. A user can override this default setting by specifying a different notification style in his or her individual Oracle E–Business Suite preferences. • HTML mail with attachments • Plain text mail with HTML attachments • Plain text mail • Plain text summary mail • Do not send me mail Copyright © Oracle Corporation, 2007. All rights reserved.

Setting Up Oracle Workflow Chapter 17 - Page 7

• HTML mail • HTML summary mail Browser Signing DLL Location Specify the location of the Capicom.dll file that is used for Web page operations with encryption in the Microsoft Internet Explorer browser. This preference is required only if you plan to use certificate-based digital signatures to confirm notification responses, and your users access Oracle Applications with Microsoft Internet Explorer. By default, this preference is set to a URL at which the Capicom.dll file can be downloaded from Microsoft’s Web site. In most cases, you do not need to change this setting. However, you can update this preference if the location of the Capicom.dll file changes, or if you choose to store a copy of the file on your local network and point to that location instead. JInitiator Review details about the JInitiator plugin in your Oracle E-Business Suite installation. Oracle Workflow uses JInitiator to launch Oracle Applications forms linked to notifications. • Class ID: The class identifier for this version of JInitiator. • Download Location: The location where the JInitiator executable is staged for download to users’ client machines. • Version: The JInitiator version number.

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Setting Up Oracle Workflow Chapter 17 - Page 8

Step 2 Setting Up an Oracle Workflow Directory Service

Setting Up an Oracle Workflow Directory Service In the predefined directory service implementation, Oracle Workflow automatically creates directory service views to integrate with the appropriate source tables. You can also create your own directory service by defining custom views with the required columns. However, note that only the predefined directory service provided by Oracle Workflow is supported by Oracle.

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Setting Up Oracle Workflow Chapter 17 - Page 9

Step 2 Setting Up an Oracle Workflow Directory Service

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Setting Up Oracle Workflow Chapter 17 - Page 10

Step 2 Setting Up an Oracle Workflow Directory Service

Setting Up an Oracle Workflow Directory Service You only need to run the bulk synchronization program for products that are not successfully performing incremental synchronization. The Synchronize Workflow LOCAL Tables request set contains ten instances of the Synchronize WF Local Tables program, one for each originating system. You can use this request set to submit requests for all the originating systems at once. Use the Submit Requests form to submit the request set or concurrent program. Enter the following parameters: • Orig System (single concurrent program only): Select the name of the originating system whose user and role information you want to synchronize with the WF_LOCAL tables. • Parallel Processes: Enter the number of parallel processes to run. The default value for this parameter is 1. However, if your hardware resources allow, you can optionally set this parameter to a higher value in order to parallelize the queries during execution of the program. • Logging: Select the logging mode you want. This mode determines whether redo log data is generated for database operations performed by the bulk synchronization process. The default value for this parameter is LOGGING, which generates redo log data normally. Copyright © Oracle Corporation, 2007. All rights reserved.

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You can optionally set the logging mode to NOLOGGING to suppress redo log data, obtaining a performance gain. Without this redo log data, however, no media recovery is possible for the Workflow directory tables and indexes. • Temporary Tablespace: Select the temporary tablespace the program should use. • Raise Errors: Select Yes or No to indicate whether the program should raise an exception if it encounters an error. Usually you can leave this parameter set to the default value, which is Yes. Note: Products that use role hierarchies do not participate in bulk synchronization. These products must perform incremental synchronization.

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Step 3 Running Background Engines

Running Background Engines Ensure that you have at least one background engine that can check for timed out activities, one that can process deferred activities, and one that can handle stuck processes. At a minimum, you need to set up one background engine that can handle all three types of issues. However, for performance reasons we recommend that you run three separate background engines at different intervals. • Run a background engine to handle only deferred activities every 5 to 60 minutes. • Run a background engine to handle only timed out activities every 1 to 24 hours as needed. • Run a background engine to handle only stuck processes once a week to once a month, when the load on the system is low.

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Step 3 Running Background Engines

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Step 3 Running Background Engines

Running Background Engines The Background Engine API parameters are: • itemtype: Optional item type to restrict this engine to activities associated with that item type. • minthreshold: Optional minimum cost that an activity must have for this background engine to execute it, in hundredths of a second. • maxthreshold: Optional maximum cost an activity can have for this background engine to execute it, in hundredths of a second. • process_deferred: Specify TRUE or FALSE to indicate whether the engine should check for deferred activities. • process_timeout: Specify TRUE or FALSE to indicate whether the engine should check for timed out activities. • process_stuck: Specify TRUE or FALSE to indicate whether the engine should check for stuck processes.

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Step 4 Configuring the Business Event System

Configuring the Business Event System You can also optionally perform these steps: • To enhance performance, you can change the maximum cache size used in Business Event System subscription processing and enable static function calls for custom PL/SQL functions. • If you want to invoke business process execution language (BPEL) processes through event subscriptions, you can optionally specify the BPEL server.

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Step 4 Event Message Communication

Event Message Communication To send an event message, Oracle Workflow places the event message on a local outbound agent’s queue. You must schedule propagation to deliver the message from there to the designated inbound agent’s queue. To receive an event message in Oracle Workflow, you must run an agent listener to dequeue the message from the inbound agent’s queue for Oracle Workflow to process. A component of the Event Manager called the Event Dispatcher then searches for and executes subscriptions to the event.

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Step 4 Setting Up Database Links and Queues

Setting Up Database Links and Queues Database Links When you set up database links for use by the Business Event System, you should fully qualify each database link name with the domain name. Queues In addition to the standard queues provide by Oracle Workflow, you can also set up your own queues for event message propagation. To set up a queue, you must create the queue table, create the queue, and start the queue. Oracle Workflow provides a sample script called wfevquc2.sql, which you can modify to set up your queues, as well as a sample script called wfevqued.sql, which you can modify to drop queues. These scripts are located on your server in the $FND_TOP/sql directory. If you define a queue with a payload type other than the standard WF_EVENT_T Workflow format or the JMS Text message format, you must create a queue handler to translate between the standard Workflow format and the format required by the queue.

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Step 4 Checking Database Parameters

Checking Database Parameters The JOB_QUEUE_PROCESSES parameter defines the number of SNP job queue processes for your instance. You must start at least one job queue process to enable message propagation. The minimum recommended number of processes for Oracle Workflow is ten. You can either modify the parameter in the init.ora file and restart the database, or you can use the ALTER SYSTEM statement to dynamically modify the parameter for the duration of the instance. Note: If you want to review more detailed information about Oracle Advanced Queuing processing, you can optionally use another initialization parameter, EVENT, for detailed database level tracing of issues related to Oracle Advanced Queuing. Add the following line to your init.ora file: event = "24040 trace name context forever, level 10" Then restart your database to make this change effective. Be aware that using this parameter may generate large trace files.

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Step 4 Scheduling Agent Listeners

Scheduling Agent Listeners The Generic Service Component Framework is a facility that helps to simplify and automate the management of background Java services. Agent listener service components, managed through Oracle Workflow Manager, are the most automated and robust way to run agent listeners. However, Oracle Workflow also provides an administrative script named wfagtlst.sql that you can use to run an agent listener, or you can run the WF_EVENT.Listen API directly in SQL*Plus. These methods are intended primarily for testing and debugging purposes.

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Step 4 Scheduling Agent Listeners

Scheduling Agent Listeners Seeded PL/SQL agent listeners: • Workflow Deferred Agent Listener: Handles messages on WF_DEFERRED to support deferred subscription processing. • Workflow Deferred Notification Agent Listener: Handles notification messages on WF_DEFERRED to support outbound notification processing. • Workflow Error Agent Listener: Handles messages on WF_ERROR to support error handling for the Business Event System. • Workflow Inbound Notifications Agent Listener: Handles messages on WF_NOTIFICATION_IN to support inbound e-mail notification processing. Seeded Java agent listeners: • Workflow Java Deferred Agent Listener: Handles messages on WF_JAVA_DEFERRED to support deferred subscription processing in the middle tier. • Workflow Java Error Agent Listener: Handles messages on WF_JAVA_ERROR to support error handling for the Business Event System in the middle tier.

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Oracle XML Gateway also provides PL/SQL agent listeners named ECX Inbound Agent Listener and ECX Transaction Agent Listener, and a Java agent listener named Web Services IN Agent. See: Oracle XML Gateway User's Guide. You can optionally create additional agent listener service components. For example, you can configure agent listeners for other inbound agents that you want to use for event message propagation, such as the standard WF_IN and WF_JMS_IN agents, or any custom agents. You can also configure an agent listener service component that only processes messages on a particular agent that are instances of a specific event.

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Step 4 Scheduling Propagation

Scheduling Propagation If you want to use the standard WF_OUT and WF_JMS_OUT agents or custom agents for event message propagation, ensure that you schedule propagation for those agents.

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Step 4 Scheduling Propagation

Scheduling Propagation For information about using Oracle Enterprise Manager to schedule Oracle Advanced Queuing propagation, refer to Oracle Enterprise Manager Support, Oracle Streams Advanced Queuing User's Guide and Reference and the Oracle Enterprise Manager online help.

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Step 4 Scheduling Propagation

Scheduling Propagation The Schedule_Propagation API parameters are: • queue_name: The queue associated with the local outbound agent for which you want to schedule propagation. Specify the queue name prefaced by the schema that owns the queue, in the following format: . The standard Workflow queues are usually owned by the APPLSYS schema. • destination: The database link to the remote system to which you want to propagate messages. To propagate messages to another queue on the local system, enter the destination NULL. The default value is NULL. • start_time: The initial start time for the propagation window. • duration: The duration of the propagation window, in seconds • next_time: A date function to compute the start of the next propagation window from the end of the current window. For example, to start the window at the same time every day, next_time should be specified as 'SYSDATE + 1 - duration/86400'. If this value is NULL, then propagation is stopped at the end of the current window and is not run repeatedly. The default value is NULL. Copyright © Oracle Corporation, 2007. All rights reserved.

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• latency: A latency time in seconds to specify how long you want to wait, after all messages have been propagated, before rechecking the queue for new messages to the destination. The latency represents the maximum wait time during the propagation window for a message to be propagated after it is enqueued. To propagate messages as soon as possible after they are enqueued, enter a latency of zero. The default latency is 60 seconds.

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Step 4 Synchronizing License Statuses

Synchronizing License Statuses You can use the License Manager utility to review which products you currently have licensed. See: License Manager, Oracle Applications System Administrator’s Guide - Maintenance. Use the Submit Requests form to submit the Synchronize Product License and Workflow BES License concurrent program (FNDWFLIC). This program does not require any parameters. If you upgrade from an Oracle E-Business Suite release earlier than Release 11.5.9, you should run the Synchronize Product License and Workflow BES License concurrent program once after the upgrade to update the license status of the existing events and subscriptions in your Event Manager. Otherwise, subscriptions may not be correctly processed after the upgrade. Subsequently, when you license a product, Oracle Workflow automatically updates the license status for all the events and subscriptions owned by that product. Note: Any events and subscriptions that you define with a customization level of User are always treated as being licensed.

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Step 4 Cleaning Up the WF_CONTROL Queue

Cleaning Up the WF_CONTROL Queue The WF_CONTROL agent is used for internal processing only. You should not place custom event messages on this queue.You do not need to schedule propagation for the WF_CONTROL agent, because the middle tier processes that use WF_CONTROL dequeue messages directly from its queue. However, this queue should be cleaned up periodically. When a middle tier process for Oracle E-Business Suite starts up, it creates a JMS subscriber to the WF_CONTROL queue. If a middle tier process dies, however, the corresponding subscriber remains in the database. For more efficient processing, you should ensure that WF_CONTROL is periodically cleaned up by removing the subscribers for any middle tier processes that are no longer active. The recommended frequency for performing cleanup is every 12 hours. Use Oracle Workflow Manager to manage the Workflow Control Queue Cleanup (FNDWFBES_CONTROL_QUEUE_CLEANUP) concurrent program, which uses the WF_BES_CLEANUP.Cleanup_Subscribers() API to perform the necessary cleanup. This concurrent program is scheduled to run every 12 hours by default. The program does not require any parameters.

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Step 4 Tuning Performance

Tuning Performance Changing the Maximum Cache Size for the Business Event System The Business Event System caches event, subscription, and agent definitions to enhance performance during subscription processing. The default maximum size of the cache is 50 records. You can optionally increase the maximum cache size to reduce the database queries performed by the Business Event System, or decrease the maximum cache size to reduce the amount of memory used by the cache. The maximum cache size is determined by the value for the WFBES_MAX_CACHE_SIZE resource token. To change this value, you must first create a .msg source file specifying the new size as the value for the WFBES_MAX_CACHE_SIZE resource token. Then use the Workflow Resource Generator program to upload the new seed data from the source file to the database table WF_RESOURCES. See: To Run the Workflow Resource Generator, Oracle Workflow API Reference. Enabling Static Function Calls for Custom PL/SQL Functions If you use custom PL/SQL functions within the Business Event System, including event data generate functions, event subscription rule functions, and queue handler enqueue and dequeue

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APIs, Oracle Workflow calls those functions using dynamic SQL by default. However, you can enable Oracle Workflow to call your custom functions statically to enhance performance. Oracle Workflow provides two PL/SQL packages with procedures that contain lists of static function calls. The Business Event System internally calls these procedures during subscription processing to check whether static function calls are available for the procedures being executed. • WF_BES_DYN_FUNCS package - Contains static function calls for generate functions and rule functions. • WF_AGT_DYN_FUNCS package - Contains static function calls for queue handler enqueue and dequeue APIs. The initial seeded versions of these packages include static function calls only for seeded Oracle Workflow functions, such as the rule function WF_RULE.Default_Rule and the queue handler APIs WF_EVENT_QH.Enqueue and WF_EVENT_QH.Dequeue. You can use the wfbesfngen.sql script to add functions from other Oracle Applications products or your own custom functions to these packages.

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Step 4 Specifying the BPEL Server

Specifying the BPEL Server The WF: BPEL Server profile option lets you quickly change the BPEL server setup for all subscriptions that invoke BPEL processes, such as if you move these subscription definitions from a test instance to a production instance. See: Invoking a Web Service, Oracle Workflow Developer's Guide.

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Optional Setup Steps

Optional Setup Steps 1. Partition certain Workflow tables for performance gain. 2. Set up additional languages if you want to use Oracle Workflow in languages other than English. 3. Set up one or more notification mailers if you want to allow your users to receive notifications by e-mail. 4. Customize the templates for your e-mail notifications. 5. Give users access to the Advanced Worklist, Personal Worklist, and and Notifications administrator search Web pages from any responsibility you choose. 6. Use the WF: Notification Reassign Mode profile option to control which reassign modes are available to users from the Notification Details page. 7. Control the item types for which users can define vacation rules and grant worklist access, using the WF: Vacation Rule Item Types lookup type and the WF: Vacation Rules - Allow All profile option. 8. Set up users to enable electronic signatures in notification responses. 9. Customize the company logo that appears in Oracle Workflow Web pages. Copyright © Oracle Corporation, 2007. All rights reserved.

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10. Include additional icons in your Oracle Workflow icons subdirectory to customize the diagrammatic representation of your workflow processes. For more information, refer to the “Setting Up Oracle Workflow” chapter in the Oracle Workflow Administrator’s Guide.

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Optional Step 1 Partitioning Workflow Tables

Partitioning Workflow Tables The wfupartb.sql script partitions the following tables: • WF_ITEM_ACTIVITY_STATUSES • WF_ITEM_ACTIVITY_STATUSES_H • WF_ITEM_ATTRIBUTE_VALUES • WF_ITEMS The script recreates the following indexes: • WF_ITEM_ACTIVITY_STATUSES_PK • WF_ITEM_ACTIVITY_STATUSES_N1 • WF_ITEM_ACTIVITY_STATUSES_N2 • WF_ITEM_ACTIVITY_STATUSES_H_N1 • WF_ITEM_ACTIVITY_STATUSES_H_N2 • WF_ITEM_ATTRIBUTE_VALUES_PK • WF_ITEMS_PK • WF_ITEMS_N1 Copyright © Oracle Corporation, 2007. All rights reserved.

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• WF_ITEMS_N2 • WF_ITEMS_N3

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Optional Step 2 Setting Up Additional Languages

Setting Up Additional Languages Note: You can display languages that require a multibyte character set only if your database uses a character set that supports these languages, such as UTF8. Displaying Oracle Workflow Web Pages in Other Languages You select and install additional languages as part of the Oracle E-Business Suite installation. Users can set their language preference to an installed language through the Personal Homepage. Creating and Viewing Workflow Definitions in Other Languages using Oracle Workflow Builder • Set the NLS_LANG environment variable for the new language, territory, and encoded character set that you want to use for the workflow definition. Specify the value for NLS_LANG in the following format: LANGUAGE_TERRITORY.CHARSET Use the Registry Editor on your PC to set the NLS_LANG environment variable: - Select Run from the Start menu on your PC. - Enter the command to run the Registry Editor and click OK. The command depends on your version of Windows; for example, it may be regedit or regedit32.

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- Drill down to My Computer > HKEY_LOCAL_MACHINE > Software > Oracle, and then to the Oracle home where the Workflow Builder is installed. - Select the NLS_LANG variable and select Modify from the Edit menu. - Enter the value you want and click OK. - Exit the Registry Editor. • Start Oracle Workflow Builder. Create a translated version of your workflow definition and save it as a flat file (.wft), or open and view a workflow definition that is already translated. Loading Workflow Definitions in Other Languages to a Database • Ensure that the language you want is set up in the database. You select and install additional languages as part of the Oracle E-Business Suite installation. • Before running the Workflow Definitions Loader program to load a translated workflow definition to your database, you must set the NLS_LANG environment variable to the appropriate territory and character set for the workflow definition you want to load. The character set must match the character set encoding used to create the workflow definition file, which is determined by the NLS_LANG value that was set on the client PC before the .wft file was created in the Workflow Builder. To set NLS_LANG before running the Workflow Definitions Loader, use the following format: _TERRITORY.CHARSET Note that it is important to include the underscore (_) before the territory name and the period (.) between the territory name and the character set name in the NLS_LANG value. You do not need to include the language in this NLS_LANG value because the Workflow Definitions Loader uses the language specified within the .wft file to determine the language to load. • Before using the Workflow Builder to save a translated workflow definition to your database, you must set the NLS_LANG environment variable to the appropriate language, territory, and character set. If you are saving several workflow definitions in different languages, you must reset NLS_LANG for each language. Sending E-mail Notifications in Other Languages • Determine whether Oracle has translated the e-mail notification templates to the language you want to set by checking for the file containing the templates in the appropriate language subdirectory, $FND_TOP/import/. The standard templates are delivered in a file called wfmail.wft. • If the e-mail templates are available for the desired language, Oracle Workflow uses the language preference for the notification recipient to determine the language for an e-mail notification.

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Optional Step 3 Implementing Notification Mailers

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Optional Step 3 Implementing Notification Mailers

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Optional Step 3 Implementing Notification Mailers

Implementing Notification Mailers Users can receive e-mail notifications using various e-mail clients, although notifications may be displayed differently in different clients, depending on the features each client supports. Oracle Workflow fully supports Multipurpose Internet Mail Extensions (MIME) encoded messages. This means that a notification mailer can exchange messages with workflow users containing languages with different character sets and multimedia encoded content.

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Optional Step 4 Customizing Message Templates

Customizing Message Templates Message templates are defined in the System: Mailer item type, stored in a file named wfmail.wft. It is not recommended to modify the standard templates. However, you can choose to use the alternative templates provided by Oracle Workflow instead of the default templates, or you can also create your own custom templates in the System: Mailer item type. For more information, refer to the “Setting Up Oracle Workflow” chapter in the Oracle Workflow Administrator’s Guide. You can implement alternative standard or custom templates in the following ways: • Assign the templates that you want to a particular notification mailer service component in the mailer configuration parameters. The templates assigned to a mailer override the default System: Mailer templates. • Assign the templates that you want to a particular notification in a workflow process by defining special message attributes. In this case the templates assigned to the notification override both the templates assigned to a mailer and the default System: Mailer templates.

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Optional Step 4 Customizing Message Templates

Customizing Message Templates The following standard message templates are used by default. An asterisk (*) marks the templates for which Oracle Workflow also provides an alternative version. • * Open Mail (Templated): For notifications that require a response when you are using the templated response method • * Open Mail (Direct): For notifications that require a response when you are using the direct response method • * Open Mail (Outlook Express): For notifications that require a response, if you use an email application such as Microsoft Outlook Express as your e-mail client • * Open FYI Mail: For notifications that do not require a response • View From UI: For response-required notifications whose content you do not want to send in e-mail • View FYI From UI: For notifications that do not require a response, whose content you do not want to send in e-mail • URL Attachment: Creates the Notification References attachment for HTML-formatted notification messages that include URL attributes with Attach Content checked Copyright © Oracle Corporation, 2007. All rights reserved.

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• • • • • •

•

•

• •

• •

* Canceled Mail: Informs the recipient that a notification is canceled * Invalid Mail: Informs the recipient that the response to the notification is invalid * Closed Mail: Informs the recipient that a previously sent notification is now closed Summary Mail (HTML): For notification summaries Warning Mail: Informs the recipient of unsolicited mail that he or she sent Signature Required Mail: For notifications that require an electronic signature in the user’s response; users must respond to such notifications through the Notification Details Web page rather than by e-mail Signature Warning Mail: Informs the recipient that an e-mail notification response was not valid because the notification required an electronic signature to be entered through the Notification Details Web page Secure Mail Content: For notifications that include sensitive content that cannot be sent in e-mail for security reasons; users must view and respond to such notifications through the Notification Details Web page rather than by e-mail * Open Mail (More Information Request): For requests for more information about a notification from one user to another user More Information Request (Outlook Express): For requests for more information about a notification from one user to another user, if you use an e-mail application such as Microsoft Outlook Express as your e-mail client Invalid Open Mail (More Information Request): Informs the recipient that the response to a request for more information is invalid User Notification Preference Update Report: Informs the administrator that an e-mail notification could not be sent to one or more recipients, that the notification preference for those recipients has been set to DISABLED, and that those recipients' original notification preferences, which are listed, should be reset after the issues that caused the failures are corrected

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Optional Step 5 Adding Worklist Functions to User Responsibilities

Adding Worklist Functions to User Responsibilities Add the following functions to the responsibilities from which you want users to access the corresponding pages: • Advanced Worklist: WF_WORKLIST • Personal Worklist: WF_WORKLIST_CUSTOM • Notifications administrator search page: WF_WORKLIST_SEARCH The Advanced Worklist is seeded on the menu for the Workflow User Web Applications responsibility by default. You can also add its function to other responsibilities from which you want users to access notifications. The Personal Worklist is an optional feature that is not seeded on any Oracle E-Business Suite menu. If you want users to access this version of the Worklist, you must first add its function to the menu for a responsibility assigned to those users. If you add the Personal Worklist, you can use worklist flexfields to define specialized worklist views that display information specific to particular types of notifications. If you define a securing function for a view, add the securing function to the same menu as the Personal Copyright © Oracle Corporation, 2007. All rights reserved.

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Worklist function. Your specialized worklist view will appear in the list of views only when users access the Personal Worklist from that responsibility. The Notifications administrator search page is seeded on the menu for the Workflow Administrator Web Applications responsibility by default. You can also add its function to other responsibilities from which you want users to be able to search for notifications. For example, if you want users with the Workflow User Web Applications responsibility to have access to the Notifications administrator search page, you can add this function to the FND_WFUSER (Workflow User) menu with a prompt such as Notification Search. A user must have workflow administrator privileges to access other users' notifications on the Notifications administrator search page. If a user does not have administrator privileges, that user can only search for and access his or her own notifications.

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Optional Step 6 Setting the Notification Reassign Mode

Setting the Notification Reassign Mode The WF: Notification Reassign Mode profile option controls the reassign modes available to users from the Advanced Worklist, the Personal Worklist, and the Response section of the Notification Details page. • Delegate: This mode lets users give another user authority to respond to a notification on their behalf, while still retaining ownership of the notification themselves. For example, a manager might delegate all vacation scheduling approvals to an assistant. • Transfer: This mode lets users give another user complete ownership of and responsibility for a notification. For example, users might select this option if they should not have received a certain notification and they want to send it to the correct recipient or to another recipient for resolution. A transfer may have the effect of changing the approval hierarchy for the notification. For example, a manager might transfer a notification about a certain project to another manager who now owns that project. • Reassign: This setting provides users access to both the Delegate and Transfer reassign modes. The Reassign setting is the default value for the WF: Notification Reassign Mode profile option.

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Optional Step 7 Setting Up Notification Handling Options

Setting Up Notification Handling Options Adding Item Types for Vacation Rules and Worklist Access By default, the list of item types a user can select when creating a vacation rule or when granting worklist access displays those item types for which the user has previously received at least one notification. You can also choose to add item types that you want to appear in the lists for all users. In this way you can allow users to create rules or grant worklist access to handle any notifications they may receive from those item types in the future. To add an item type to the list, define the internal name of the item type as a lookup code for the WF: Vacation Rule Item Types lookup type. • Navigate to the Application Object Library Lookups window in the Application Developer responsibility. • Query the WF_RR_ITEM_TYPES lookup type with the meaning WF: Vacation Rule Item Types in the Application Object Library application. • Define the item type you want as a new lookup code for this lookup type. Ensure that you enter the item type internal name in the Code field exactly as the name is defined in your database. Allowing Vacation Rules That Apply to All Item Types Copyright © Oracle Corporation, 2007. All rights reserved.

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Use the WF: Vacation Rules - Allow All profile option to determine whether the list of item types for vacation rules includes the “All” option. The “All” option lets users create a generic rule that applies to notifications associated with any item type. • Enabled: The “All” option appears in the list of item types for vacation rules. This is the default value. • Disabled: Users must always specify the item type to which a vacation rule applies. After changing the value of this profile option, you must stop and restart Oracle HTTP Server for the change to take effect.

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Optional Step 8 Setting Up for Electronic Signatures

Setting Up for Electronic Signatures Implementing Password-based Signatures with Single Sign-On Oracle Workflow supports password-based signatures for notifications based on Oracle Application Object Library (FND) passwords. If you maintain your directory service based on Oracle Application Object Library users and passwords, no additional setup is required. However, if you implement single sign-on for your site through Oracle Internet Directory, you must perform the following steps. • Set the Applications SSO Login Types profile option to either Local or Both at user level for all users who need to enter password-based signatures. • Ensure that these users have valid passwords defined in Oracle Application Object Library. For more information, see: Oracle Single Sign-On Integration, Oracle Applications System Administrator's Guide - Security. Loading Certificates for Digital Signatures Before users can sign responses with their X.509 certificates, you must load these certificates into your Oracle E-Business Suite database using the Workflow Certificate Loader. When you load a certificate, you must also specify the Oracle Applications user to whom that certificate is Copyright © Oracle Corporation, 2007. All rights reserved.

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assigned. Oracle Workflow uses this information to validate that the user attempting to sign with a certain certificate is the same user to whom that certificate is assigned. A user can have more than one certificate assigned to him or her. However, each certificate can only be assigned to one user. Additionally, after you have loaded a certificate for a user, you cannot delete it from the database or assign it to a different user. If a certificate is incorrectly assigned, the user to whom it belongs must revoke it and obtain a new certificate instead. You must load a user’s personal certificate, the root certificate of the certificate authority that issued the personal certificate, and any intermediate certificates required for this type of personal certificate. Run the loader by running Java against oracle.apps.fnd.wf.DigitalSignature.loader.CertificateLoader. You can load several certificates at once by listing the information for all the certificates in a data file for the loader. You can also load a single certificate by specifying the certificate information in the command line for the loader. Note: Oracle Workflow does not provide a framework for certificate provisioning. Oracle Workflow’s digital signature support assumes that certificate provisioning is already part of your infrastructure.

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Optional Step 9 Customizing the Workflow Web Page Logo

Customizing the Workflow Web Page Logo Note: /OA_MEDIA/ is a virtual directory mapping defined in your Web server when Oracle Workflow is installed.

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Optional Step 10 Adding Custom Icons

Adding Custom Icons If you create custom icons to include in your Oracle Workflow Builder process definition, and you want the custom icons to appear in the Status Monitor when you view the process, you must do the following: 1. Convert the custom icon files (.ico) to GIF format (.gif). 2. Copy the .gif files to the physical directory associated with your Web server’s /OA_MEDIA/ virtual directory, so that the Status Monitor can access them. Note: /OA_MEDIA/ is a virtual directory mapping defined in your Web server when Oracle Workflow is installed.

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Version Compatibility

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Review Questions

Review Questions and Solutions 1. What are the required setup steps for Oracle Workflow? - Set your global workflow preferences. - Ensure that your directory service is set up. - Set up background engines. - Configure the Business Event System for event communication. 2. What are the optional setup steps for Oracle Workflow? - Partition Workflow tables for performance gain. - Set up additional languages. - Set up notification mailers. - Customize the templates for your e-mail notifications. - Add Worklist web pages to users’ responsibilities. - Set the WF: Notification Reassign Mode profile option. - Control the item types for which users can define vacation rules and grant worklist access. Copyright © Oracle Corporation, 2007. All rights reserved.

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- Set up users to enable electronic signatures in notification responses. - Customize the company logo that appears in Oracle Workflow Web pages. - Include custom icons in your Oracle Workflow icons subdirectory.

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Summary

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Overview of Flexfields Chapter 18

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Overview of Flexfields Chapter 18 - Page 1

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Overview of Flexfields Chapter 18 - Page 2

Overview of Flexfields

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Objectives

Lesson Topics This lesson describes how to use modifiable fields called flexfields to tailor Oracle Applications to reflect your business needs and practices. You can use flexfields to define the structure of certain data identifiers required by Oracle Applications. You can also gather, store and process additional data that may be required by your business. After completing this lesson, you should be able to: • Explain flexfields and how they are used by Oracle Applications • Distinguish between key and descriptive flexfields • Identify key and descriptive flexfields used by Oracle Applications • List the benefits provided by flexfields

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Overview of Flexfields Chapter 18 - Page 4

Overview

Lesson Overview This lesson describes how Oracle Applications uses customizable fields called flexfields to modify and expand processing. Specifically it covers: • How flexfields operate • The two types of flexfields • Flexfield terminology • Flexfield benefits

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Overview of Flexfields Chapter 18 - Page 5

Customizing Oracle Applications

Using Flexfields to Customize Applications A flexfield is a customizable field that opens in a window from a regular Oracle Applications window. Defining flexfields enables you to tailor Oracle Applications to your own business environment. You can easily define flexfields to modify or extend Oracle Applications without programming. By using flexfields within Oracle Applications, you can: • Structure certain identifiers required by Oracle Applications according to your own business environment • Collect and display additional information for your business as needed Flexfields are important because they are used throughout Oracle Applications. Flexfields provide many opportunities for easy modification and customization of standard Oracle Applications processing. Members of the system implementation team as well as system administration personnel should be familiar with the concepts and procedures of flexfields to design and support an Oracle Applications environment that meets the needs of all its users.

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Overview of Flexfields Chapter 18 - Page 6

Flexfield Structures and Flexfield Segments

Flexfield Components A flexfield is composed of segments. The segments of a flexfield contain the flexfield values. Flexfield segments are combined in a grouping called a structure. The segments that make up a particular structure are logically or functionally related. A single flexfield can have more than one structure. When you implement a flexfield, you decide how many segments you need for a particular structure and whether you need multiple structures. Being able to define different structures for the same flexfield allows you to tailor the same flexfield to the needs of different end users. The example on the slide shows three segments: • Category • Item • Color These three segments together form a structure.

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Overview of Flexfields Chapter 18 - Page 7

Segment Prompts and Value Descriptions

Customizing the Flexfield Appearance In addition to defining the segments and structures that make up the flexfield, you can define the appearance of the flexfield. You can specify names and descriptions for the segments appearing on the window, as well as specify the display size for each field.

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Overview of Flexfields Chapter 18 - Page 8

Validating Input Using Value Sets

Using Value Sets with Flexfields Value sets allow you to control the values for a segment or a report parameter. A value set is a definition of the values approved for entry or display by a particular flexfield segment. A value set may also contain a list of actual approved values although this is not required. You may be able to define the appropriate values after you define the value set. Value Sets Limit Acceptable Types of Values • Some value sets permit a limited range of values; others permit only certain values; others have minimal restrictions. • Different flexfields can share the same value set. For example, a value set containing the names of regional offices could be used by many different flexfields. • Different segments of the same flexfield can use the same value set, for example a date value set. Segments defined to different structures of the same flexfield can share value set. Many of the report parameters used with SRS forms are tied to shared value sets. • Value sets do not have to have the actual values defined.

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Overview of Flexfields Chapter 18 - Page 9

Key and Descriptive Flexfields

Different Types of Flexfields There are two types of flexfields, key and descriptive flexfields. Each type is discussed in more detail on the following slides. The main differences are: • You use key flexfields to define your own structure for many of the identifiers required by Oracle Applications. • You use descriptive flexfields to gather additional information about your business entities beyond the information required by Oracle Applications.

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Overview of Flexfields Chapter 18 - Page 10

Key Flexfields

Key Flexfields In Oracle Applications you use key flexfields as identifiers for entities. Generally, the identifier you create using a key flexfield is required by the application (for example, the Accounting Flexfield builds the account number used by Oracle General Ledger). A key flexfield appears as a normal field on a form. Any existing value for the key appears in the field as a concatenated value having segment separators. You can use the Flexfields: Open Key Window profile option to specify whether you want the key flexfield window to be opened automatically when you navigate to the key flexfield on the base form. This profile option is visible and updatable at the user level. A key flexfield structure usually consists of multiple segments, each of which contains meaningful information. The resulting combinations of values from these segments therefore function as intelligent keys.

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Overview of Flexfields Chapter 18 - Page 11

Intelligent Keys

Using Key Flexfields to Build Intelligent Keys Intelligent keys are multipart codes where the value in each individual part contains meaningful information. Each combination of values can therefore identify a particular business entity or class of entities. Such intelligent key structures are used throughout Oracle Applications. Because you define your key flexfield structure yourself, it reflects the organization of your business. Accounting Flexfield Example One important key flexfield is the Accounting Flexfield. The example on the slide shows how two hypothetical businesses could define Accounting Flexfield structures that reflected their different accounting structures. Business A’s accounting structure has five segments, while business B’s accounting structure has four segments. Additional Key Flexfield Features You can define value sets to control the allowable values for each segment of the key. You can also define cross-validation rules to control the allowable combinations of segment values within the key.

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Overview of Flexfields Chapter 18 - Page 12

Intelligent Keys

Intelligent Key Examples There are many areas in business where you can use intelligent keys. Some examples are displayed above. Many such intelligent keys are used in Oracle Applications to represent such entities.

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Overview of Flexfields Chapter 18 - Page 13

Key Flexfield Example: Accounting Flexfield

The Accounting Flexfield The Accounting Flexfield is used to create and display account numbers. The Accounting Flexfield is owned by Oracle General Ledger, but Accounting Flexfield values are used by many of the applications. For example, an Accounting Flexfield structure can consist of five segments: • Company • Department • Account • Sub-Account • Product

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Overview of Flexfields Chapter 18 - Page 14

Oracle Applications Key Flexfields

Key Flexfields Within Oracle Applications Many Oracle applications have key flexfields. The slide displays some of the applications and their associated key flexfields. In many cases, you must implement the key flexfield to implement the application. Many key flexfields are used by multiple applications. For example, the Accounting Flexfield is used by both Oracle General Ledger and Oracle Payables.

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Overview of Flexfields Chapter 18 - Page 15

Descriptive Flexfields

Descriptive Flexfields You use descriptive flexfields to collect information beyond what is collected by Oracle Applications. Using descriptive flexfields allows you to gather additional specialized information required by your business. The use of descriptive flexfields is optional. A descriptive flexfield appears on a form as a double-character field enclosed by brackets. You can use the Flexfields: Open Descr Window profile option to specify whether you want the descriptive flexfield window to be opened automatically when you navigate to the bracketed field, if the flexfield is enabled. This profile option is visible and updatable at the user level. A descriptive flexfield typically uses multiple structures. You can: • Define a basic structure that gathers additional information for all entities. • Define several different structures that gather specialized information for different types of the same general entity. • Define a combination of the preceding two. This structure can gather general information about all entities and then optionally gather certain information about certain types of entities. The example shows a descriptive flexfield that gathers different payment information based on the type of payment: check (CK) or credit card (CC). Copyright © Oracle Corporation, 2007. All rights reserved.

Overview of Flexfields Chapter 18 - Page 16

Using Reference Fields

Using Context and Reference Fields to Control Descriptive Flexfields The same descriptive flexfield often uses multiple structures. Each of these structures can have different segments and gather different data. When you define multiple structures for a descriptive flexfield, you can make the choice of structure either dependent on the value of another field or selectable by the user: • If the value in a preceding field elsewhere on the form determines which structure is used, the preceding field is known as a reference field. However, if the descriptive flexfield is used in another form, then the two forms must have the same name for the reference field. • If the value in a field within the flexfield itself determines which structure is used, that field is called a context field. The example on the slide shows a hypothetical window containing sales information. One of the fields on this window, Payment Type, is used as a reference field for a descriptive flexfield that contains information about how the customer will pay. In this example, the buyer is using a credit card so the credit card information is gathered by using the descriptive flexfield structure shown on the right. If payment is by check, you could gather check-related information by using the descriptive flexfield structure shown on the left.

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Overview of Flexfields Chapter 18 - Page 17

Using Different Contexts: Asset Category Flexfield

The Asset Category Flexfield The example on the slide shows the Asset Category descriptive flexfield. The descriptive flexfield is gathering further information about an office building asset. You can see this both by the value in the reference field, and by the type of information being requested on the flexfield. Note: In this example, the reference field is itself a key flexfield.

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Overview of Flexfields Chapter 18 - Page 18

Oracle Applications Descriptive Flexfields (Partial)

Partial List of Oracle Applications Descriptive Flexfields Numerous descriptive flexfields are available throughout Oracle Applications. The slide shows only a partial list. In contrast to key flexfields, descriptive flexfields are not shared between applications.

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Overview of Flexfields Chapter 18 - Page 19

Standard Request Submission (SRS) and Flexfields

Using Flexfields as Parameters Within Standard Request Submission Reports and concurrent programs submitted with Standard Request Submission often have parameter windows that pop up. These parameter windows behave similarly to descriptive flexfields. Parameter Windows Are Context Sensitive • The window that appears and the segments contained in it depend on which request is being run. • The request name acts as a reference field. • Many request parameters have associated value sets to control the allowable values for that parameter. Such value sets are often shared by many other flexfields. You should always be careful when modifying any value sets used by SRS processing.

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Overview of Flexfields Chapter 18 - Page 20

Benefits of Flexfields

Benefits of Flexfields You should now have a basic understanding of how flexfields are used by Oracle Applications. The ease of configuring flexfields provides many benefits to users. The main benefits are listed on the slide.

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Overview of Flexfields Chapter 18 - Page 21

Storing Flexfield Data Internally

Storing Flexfield Values in Database Tables The values entered through an application’s flexfields are stored internally in that application’s database tables: • Each segment’s value is stored in a column in one of the base tables. • The column name reflects the type of flexfield data it holds. In general, key flexfields store their data in columns called SEGMENTn, where n is a number. In general, descriptive flexfields store their data in columns called ATTRIBUTEn, where n is a number. • The number of SEGMENT and ATTRIBUTE columns available for use by a flexfield varies between flexfields. Not all flexfields have the same number of fields defined. When implementing a flexfield, determining the number of fields available for use is an important planning step.

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Overview of Flexfields Chapter 18 - Page 22

Implementing a Flexfield Steps

Implementing a Flexfield: General Procedure Use the following steps when defining flexfields, both key and descriptive: • Plan your flexfield structure and layout. Remember that many flexfields use more than one structure, and that each structure can consist of different segments. Also plan any value sets and their values. • Define flexfield value sets. Value sets limit the allowable values for the flexfield segment. If you create your value sets first, you can refer to them while your are defining your flexfield segments in the following step. • Define flexfield segments and structures. Use the plan you designed earlier. • Define values for your value sets. • For key flexfields, define security and cross-validation rules as necessary. • Test your flexfield.

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Overview of Flexfields Chapter 18 - Page 23

Summary

Summary Flexfields are Oracle Applications fields that you can configure. You can define the content and layout of the flexfield to reflect your own business needs. There are two types of flexfields: • Key flexfields are used to create entity identifiers required by Oracle Applications. You can use key flexfields to structure these identifiers according to your business environment. The definition of many key flexfields is required by the application. • You use descriptive flexfields to gather additional information for storage or processing. You can define descriptive flexfields in multiple ways to accommodate the needs of many different groups of users. The use of descriptive flexfields is optional.

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Overview of Flexfields Chapter 18 - Page 24

Using Value Sets Chapter 19

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Using Value Sets Chapter 19 - Page 1

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Using Value Sets Chapter 19 - Page 2

Using Value Sets

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Using Value Sets Chapter 19 - Page 3

Objectives

Lesson Topics This lesson describes planning and using value sets to control input with flexfields. At the end of this lesson, you should be able to: • List options for validating flexfield segment values and report parameters • Choose the appropriate validation option to use with a particular segment • Identify issues for consideration when planning a validation strategy • Define new value sets • Define allowable values for a value set

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Using Value Sets Chapter 19 - Page 4

Overview

Lesson Overview Value sets are definitions of allowable values for use with a flexfield segment or report parameter. This lesson covers the different types of value sets and how each is used. It also describes how to plan the value set as well as the actual values for those sets that require a list of values. Finally, it covers the definition process itself.

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Using Value Sets Chapter 19 - Page 5

Validating Input Using Value Sets

Value Sets Define Allowable Values You can create a value set and assign it to a flexfield segment or report parameter to control the valid values for the segment. Value Sets Check User Input Define a value set for each flexfield segment. A value set is a general definition of the values acceptable for a particular flexfield segment or report parameter. A value set can also have a list of actual values available to the segment, although this is not required. Other Advantages of Value Sets Value sets control which segments can use special features such as Longlist, value security, and segment value combination checking. The example in the slide shows two value sets: • The Category value set specifies the allowable values for the Category segment. • The Item value set specifies the allowable entries for the Item segment.

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Using Value Sets Chapter 19 - Page 6

Planning a Value Set

Planning Your Value Set There are several steps to planning your value set: 1. Determine the basic attributes for the set. Choose what conditions all values must fit to be considered valid values. Such criteria include data type (Character, Numeric), value length, and minimum and maximum values, if appropriate. 2. Select the appropriate validation strategy. Choose the type of validation most appropriate for the data. Validation types are discussed in the following pages. 3. Identify approved values, if appropriate. For some value sets, you know ahead of time the acceptable values. In these cases, in addition to defining the value set, you can also specify the values that appear when the user enters the flexfield segment. The segment accepts only values explicitly defined for that value set. For some value sets, it does not make sense to try to provide a complete list of all the approved values. For example, a segment containing customer telephone numbers probably does not need a list of values, because each new customer will have a new telephone number which you do not know at design time.

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Using Value Sets Chapter 19 - Page 7

Types of Value Sets

Types of Value Sets You can define several types of value sets depending on how you need your values to be checked. All value sets perform minimal checking; some value sets also check against the actual values, if you have provided any. None - A value set of the type None has no list of approved values associated with it. A None value set performs only minimal checking of, for example, data type and length. Independent - Independent type value sets perform basic checking but also check a value entered against the list of approved values you define. Dependent - A Dependent value set is associated with an Independent value set. Dependent value sets ensure that all dependent values are associated with a value in the related Independent value set. Table - Table value sets obtain their lists of approved values from existing application tables. When defining your table value set, you specify a SQL query to retrieve all the approved values from the table. Special - This specialized value set provides another flexfield as a value set for a single segment.

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Using Value Sets Chapter 19 - Page 8

Types of Value Sets

Types of Value Sets (continued) Pair - This specialized value set provides a range flexfield as a value set for a pair of segments. Translatable Independent - A Translatable Independent value set is similar to an Independent value set in that it provides a predefined list of values for a segment. However, a Translatable Independent value set can contain display values that are translated into different languages. Translatable Dependent - A Translatable Dependent value set is similar to a Dependent value set in that the available values in the list and the meaning of a given value depend on which independent value was selected in a prior segment of the flexfield structure. However, a Translatable Dependent value set can contain display values that are translated into different languages.

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Using Value Sets Chapter 19 - Page 9

Validation Type None

Validation Type None A validation of type None performs only minimal checking of the data input through this flexfield segment. Use the validation type None when the actual values to be input cannot be anticipated in advance but the data entered must conform to a particular data type, length, or any other formatting criteria. Examples of such values include credit card numbers, street addresses, and phone numbers.

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Using Value Sets Chapter 19 - Page 10

Independent Value Sets

Validation Type Independent Use the validation type Independent when you know the allowable values ahead of time. With an Independent validation type, you typically also define a list of the actual values approved for use. The user selects these values from a pop-up list. In the example in the slide, the Category value set contains only three allowable values for the Category segment of a hypothetical Item Information flexfield. The category segment value must indicate a computer item, an appliance item, or an item of furniture.

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Using Value Sets Chapter 19 - Page 11

Dependent Value Sets

Validation Type Dependent A Dependent value set is also associated with a list of approved values. In this case however, the values on the list can be grouped into subsets of values. Each subset of values is then associated with a value from an Independent value set. Once a value from the Independent value set has been specified, the list of values for the Dependent value set displays only the values that are approved for the value selected from the Independent value set. In the example in the slide, once a value from the Category value set has been specified, only the appropriate values from the Item value set are displayed. The segment or parameter using the dependent value set must appear after the segment or parameter using the independent value set.

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Using Value Sets Chapter 19 - Page 12

Table-Validated Value Sets

Validation Type Table If an application table already contains all the allowable values, you can define a tablevalidated value set to retrieve values from the table. You can specify selection criteria in the form of an SQL WHERE clause if you need to restrict the values. Table-validated value sets are useful when the set of approved values is large, changes frequently, and is maintained by the application.

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Using Value Sets Chapter 19 - Page 13

Specialized Validation Types

Specialized Validation Types Two additional validation types are used for more specialized validation needs: • Special value sets can accept an entire key flexfield as a segment value in a descriptive flexfield or report parameter. • Pair value sets are a specialized form of Special value sets.

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Using Value Sets Chapter 19 - Page 14

Translatable Independent Value Sets

Validation Type Translatable Independent Translatable Independent value sets are similar to Independent value sets except that translated values can be displayed to the user. Translatable Independent value sets enable you to use hidden values and displayed (translated) values in your value sets. In this way your users can see a value in their preferred languages, yet the values will be validated against a hidden value that is not translated. A Translatable Independent value set can have only Translatable Dependent value sets dependent on it.

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Using Value Sets Chapter 19 - Page 15

Translatable Dependent Value Sets

Validation Type Translatable Dependent Translatable Dependent value sets are similar to Dependent value sets except that translated values can be displayed to the user. Translatable Dependent value sets enable you to use hidden values and displayed (translated) values in your value sets. In this way your users can see a value in their preferred languages, yet the values will be validated against a hidden value that is not translated. Translatable Dependent value sets must be dependent on a Translatable Independent value set.

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Using Value Sets Chapter 19 - Page 16

Validation Types: Summary

Summary of Validation Types The chart in the slide displays a comparison of the various validation types. It also shows where the lists of acceptable values are stored.

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Using Value Sets Chapter 19 - Page 17

Planning Value Sets

Planning Your Value Set There are three major areas you should consider when planning your value sets. • Planning the value set attributes, including the value set name, description, and other attributes • Planning the format validation to determine how all input must be formatted to be accepted • Planning the value validation, including specifying the validation type and any additional validation information, if required by the validation type

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Using Value Sets Chapter 19 - Page 18

Value Set Attributes

Value Set Level Attributes Value Set Name - If an Oracle application’s predefined value set has the same name as a userdefined value set within the same application, the user-defined value set is overridden during an upgrade. Therefore, follow these naming guidelines: • Do not use the patterns of either two or three characters followed immediately by a hyphen or an underscore. These patterns are reserved by Oracle Applications. • Do not use spaces in your value set name. • Include a custom or site prefix in the value set name to make it unique. Oracle always provides a list of reserved value set names before an upgrade. Be sure to check this list against your existing value sets. Description - You can give your value sets descriptive text information. Security - You can define security rules that further control the values available from this value set. Longlist Option - You can enable the user to interrupt the display of very long lists of values.

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Using Value Sets Chapter 19 - Page 19

Planning Format Validation

Planning Data Format Validation Format Type - Select the available data types from the list of values. Maximum Size - Specify the maximum size of the value. The maximum size must be less than or equal to the size of the underlying column in the base application. Precision - For numeric data, specify the number of decimal places. Numbers Only - Select Numbers Only to accept only digits. Uppercase Only - Select Uppercase Only to force any lowercase input to uppercase. Right-Justify and Zero-Fill - Select these options to shift number to the right and then pad from the left with zeros. This is an alternate format for alphanumeric numbers. Maximum/Minimum Value - To define a range of values for this value set, specify a beginning value and an ending value.

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Using Value Sets Chapter 19 - Page 20

Format Types and Options

Formatting Types You can require one of several types of data formatting. When you declare a value set a particular format type, all data entered in the segment that uses this value set must match the requirements of the format. For some format types, there are additional options. The various format types and options are discussed on the following pages.

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Using Value Sets Chapter 19 - Page 21

Char and Number Format Editing

Char and Number Formatting Rules and Their Results You have several choices about the type of data you can allow in a value set and the editing done to that data. Two of the choices are shown in the slide. Char Format - Plain character format type accepts uppercase, lowercase, and special characters. Numbers Only - This format type allows only the digits 0–9 to be input into a field. You will receive an error message if you attempt to enter anything else. Uppercase Only - This format type converts any lowercase letters entered to uppercase. Right-Justify and Zero-Fill Numbers - Alphanumeric data is ordinarily left-justified. This option enables you to right-justify numeric values and pad with zeros. Any number entered is converted to the full width of the field size. Precision - For data, this numeric format type enables you to specify the number of decimal positions available. If the data entered has more decimals than there are precision positions, the data will be rounded.

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Using Value Sets Chapter 19 - Page 22

Time, Standard Date, and Standard DateTime Format Editing

Date and Time Format Results The Max Size attribute controls the display of the output for the Time format as shown in the slide. The Standard Date and Standard DateTime formats enforce the user’s preferred format. There are two additional format types: Date and DateTime. However, these exist for backward compatibility only. Any new value sets you create should use Standard Date and Standard DateTime.

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Using Value Sets Chapter 19 - Page 23

Format Interaction

Considering the Interaction of Formatting When planning your value set, consider the interaction between the value set and the segment that will eventually use it. Optionally, try to keep identical the maximum size defined for the value set and the display size defined for the flexfield segment. Otherwise, the user may have to scroll to see the full value. This is especially important with values formatted with RightJustify and Zero-Fill.

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Using Value Sets Chapter 19 - Page 24

Formatting Requirements for Translatable Value Sets

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Using Value Sets Chapter 19 - Page 25

Planning Validation Strategy

Planning How to Validate Your Values Which type of validation you use depends on the variability of the data and how the list of acceptable values is processed.

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Using Value Sets Chapter 19 - Page 26

Planning Validation Strategy

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Using Value Sets Chapter 19 - Page 27

Planning Value Sets and Their Values

Planning Your Values When Planning Value Sets For validation types that provide lists of values, plan the values they will process when you are planning the value set itself: • Consider how the actual values should be formatted. For example, if the values are 01, 02, instead of 1,2, define the value set with Right-Justify Zero-Fill set to Yes. • Consider the segment size and the display sizes you define. • When using existing value sets, disable values that have become obsolete (values cannot be deleted), or change the description and reuse the value if possible. Using Range Features • Group related values in ranges to simplify implementing range-based features such as cross-validation and security rules. • Allow for future expansion by using large values. For example, use three digits instead of two for a segment.

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Using Value Sets Chapter 19 - Page 28

Planning Dependent Value Sets

Planning Values for Dependent Value Sets Because the values for a dependent value set interact with the values from an independent value set, use the procedure outlined on the slide when planning your dependent value set. Notice that you must define a default value for each group of dependent values. Translatable dependent value sets behave like dependent value sets except that they must be dependent on a translatable independent value set. A translatable independent value set can have only translatable dependent value sets dependent on it.

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Using Value Sets Chapter 19 - Page 29

Defining Value Sets

Defining Your Value Sets The procedure for defining value sets is shown in the slide. You should always check the existing value sets to see if there is an existing value set that you can use.

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Using Value Sets Chapter 19 - Page 30

Predefined Value Sets

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Using Value Sets Chapter 19 - Page 31

Using Existing Value Sets

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Using Value Sets Chapter 19 - Page 32

Value Set Usage by Key Flexfields

Value Set Usage by Key Flexfields col 'value set' for a40 col flexfield for a40 col structure for a30 col column for a32 select

from

where

d.flex_value_set_name "Value Set", a.id_flex_name "Flexfield", e.id_flex_structure_name "Structure", c.segment_name "Segment" fnd_id_flexs a, fnd_id_flex_structures b, fnd_id_flex_segments c, fnd_flex_value_sets d, fnd_id_flex_structures_tl e a.application_id = b.application_id and a.id_flex_code = b.id_flex_code Copyright © Oracle Corporation, 2007. All rights reserved.

Using Value Sets Chapter 19 - Page 33

order by

and b.application_id = c.application_id and b.id_flex_code = c.id_flex_code and b.id_flex_num = c.id_flex_num and c.flex_value_set_id = d.flex_value_set_id and c.application_id = e.application_id and c.id_flex_code = e.id_flex_code d.flex_value_set_name, a.id_flex_name, e.id_flex_structure_name;

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Using Value Sets Chapter 19 - Page 34

Value Set Usage by Descriptive Flexfields

Value Set Usage by Descriptive Flexfields select flex_value_set_name "Value Set", descriptive_flexfield_name "Flexfield", descriptive_flex_context_code "Structure", end_user_column_name "Column" from fnd_descr_flex_column_usages a, fnd_flex_value_sets b where a.flex_value_set_id = b.flex_value_set_id and descriptive_flexfield_name not like '$SRS$%' order by flex_value_set_name, descriptive_flexfield_name, descriptive_flex_context_code;

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Using Value Sets Chapter 19 - Page 35

Defining a New Value Set

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Using Value Sets Chapter 19 - Page 36

Defining a Dependent or Translatable Dependent Value Set

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Using Value Sets Chapter 19 - Page 37

Selecting a Value Set for Value Definition

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Using Value Sets Chapter 19 - Page 38

Defining Values for a Dependent or Translatable Dependent Value Set

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Using Value Sets Chapter 19 - Page 39

Defining Values for a Value Set

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Using Value Sets Chapter 19 - Page 40

Modifying Value Definitions

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Using Value Sets Chapter 19 - Page 41

Value Hierarchies

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Using Value Sets Chapter 19 - Page 42

Value Hierarchies

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Using Value Sets Chapter 19 - Page 43

Defining Value Hierarchies and Qualifiers

Defining Value Hierarchies and Qualifiers Parent - Select this check box for parent values. Clear this check box for values that are not parents of any other value. Group - For parent values, select the rollup group to which you want to assign the value. Level - Enter a description of this value’s relative level in your hierarchy structure. This level description is for your purposes only. Qualifiers - Navigate to the Qualifiers field to display the Segment Qualifiers window and assign segment qualifiers to your values as appropriate. Examples of segment qualifiers for the Accounting Flexfield include: • Allow Budgeting • Allow Posting • Account Type

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Using Value Sets Chapter 19 - Page 44

Summary

Using Value Sets: Summary Use value sets to control the data entered and displayed through flexfield segments. A value set is a definition of allowable values. There are several types of value sets. Each type differs in the amount and type of validation processing it performs. Some types of value sets present the user with a list of actual values from which to choose. You can define this list yourself or retrieve it from an application table.

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Using Value Sets Chapter 19 - Page 45

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Using Value Sets Chapter 19 - Page 46

Defining Descriptive Flexfields Chapter 20

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Defining Descriptive Flexfields Chapter 20 - Page 1

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Defining Descriptive Flexfields Chapter 20 - Page 2

Defining Descriptive Flexfields

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Defining Descriptive Flexfields Chapter 20 - Page 3

Objectives

Lesson Topics This lesson describes the process required to plan a descriptive flexfield. At the end of this lesson, you should be able to: • Identify the descriptive flexfield to be used and the information to be gathered • Organize the information according to usage • Plan the layout of the descriptive flexfield • Plan the behavior of the descriptive flexfield • Define the descriptive flexfield structure • Define global segments • Define context-sensitive segments as appropriate

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Defining Descriptive Flexfields Chapter 20 - Page 4

Overview

Lesson Overview Descriptive flexfields allow the user to gather additional information beyond that gathered by Oracle Applications. The information gathered by a descriptive flexfield and the structure of that information can vary between different users. This lesson covers analyzing and organizing the additional data, designing the different flexfields layouts, and specifying how the descriptive flexfield will behave. This lesson also covers the mechanics of defining a descriptive flexfield. Flexfields consisting of only global segments as well as both global and context-sensitive segments are covered.

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Defining Descriptive Flexfields Chapter 20 - Page 5

Planning a Descriptive Flexfield

Implementing a Descriptive Flexfield Descriptive flexfields provide an easy and powerful way to extend the processing of Oracle Applications. However, since descriptive flexfield structures can be organized in many ways, you should spend some time in planning the new flexfield to ensure a successful result. Follow these steps to implement your descriptive flexfield: 1. Identify the flexfield to implement. Descriptive flexfields do not exist in a vacuum. They are logically related to the form on which they appear. Once you decide to implement the descriptive flexfield on a form, you must identify which descriptive flexfield it is. 2. Determine the system resources available to you. The number of segments available for use on your flexfield depends on the number of underlying columns in the base table. Since this will control the number of segments you have available for use, you must find this information before you can plan your design. 3. Identify the items of information you wish to gather. The information you gather should be logically related to the other information on the form. 4. Design the flexfield layout. Determine the number of segments and how they will be combined into structures.

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Defining Descriptive Flexfields Chapter 20 - Page 6

5. Design the flexfield behavior. If you have multiple structures, determine how to process the different contexts. 6. Define the actual flexfield. Use the descriptive flexfield definition windows to enter your definition. Freeze and compile the definition to make the flexfield available to other users.

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Defining Descriptive Flexfields Chapter 20 - Page 7

Using Descriptive Flexfields

Using Descriptive Flexfields Descriptive flexfields have many uses in Oracle Applications: • Flexfields expand Oracle Applications processing without programming. - Descriptive flexfields provide user-customizable expansion space in forms by enabling built-in blank fields to store extra data. - Each installation of Oracle Applications may use descriptive flexfields differently. • You can use different structures for different contexts. - Use different segments depending on other information in the form or the descriptive flexfield. - Allow only the appropriate context-sensitive segments to appear. • Flexfields save space. - Non-essential information resides in a descriptive flexfield that pops up only when the information becomes necessary. - If no extra fields are needed, the descriptive flexfield occupies little additional space on the form.

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Defining Descriptive Flexfields Chapter 20 - Page 8

Typical Descriptive Flexfield Information

Typical Information Collected by Descriptive Flexfields The slide shows typical business areas in which you may need to track additional or specialized information. You can easily define a descriptive flexfield to gather and store as much extra data as is required for your business needs.

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Defining Descriptive Flexfields Chapter 20 - Page 9

Some Oracle Applications Descriptive Flexfields

Oracle Applications Descriptive Flexfields (Partial) There are many descriptive flexfields available for use within Oracle Applications. The slide shows only some of the flexfields available.

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Defining Descriptive Flexfields Chapter 20 - Page 10

Identifying a Descriptive Flexfield

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Defining Descriptive Flexfields Chapter 20 - Page 11

Determining the Descriptive Flexfield Name

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Defining Descriptive Flexfields Chapter 20 - Page 12

Determining the Descriptive Flexfield Name

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Defining Descriptive Flexfields Chapter 20 - Page 13

Determining Available Resources

Determining the Available Resources Once you have identified the descriptive flexfield you want to implement, you need to determine how many segments you can plan for. To do this, you need to know the number of ATTRIBUTE columns in the underlying table. Find the flexfield definition and navigate to the Segments Summary window for that flexfield. Use the list of values on the Column field to display a list of the attribute columns. You will use this list of values again later to assign a segment to an underlying column, but you can also use it for planning now. The columns are numbered sequentially, so the highest numbered column tells you how many segments you can use.

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Defining Descriptive Flexfields Chapter 20 - Page 14

Planning Questions

Identifying Your Information Needs Once you know what resources you have available, you can begin to plan the layout of the flexfield. First determine your information needs. Some of the questions to ask are shown on the slide. Before you can start designing the flexfield structure, you should know what information needs to be gathered by this flexfield, and how the information will be used.

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Defining Descriptive Flexfields Chapter 20 - Page 15

Identifying Your Information

Identifying Needed Information Assume you are planning a descriptive flexfield that will gather additional sales payment information. Some of the possible items of data in which you might be interested appear on the slide.

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Defining Descriptive Flexfields Chapter 20 - Page 16

Grouping Information By Usage

Organizing Information by Usage After you have identified all the items of information you want to gather, organize them by usage. Are all the items used all the time? Are all the items used in the same way? The slide shows three different payment situations and the items of information appropriate for each situation.

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Defining Descriptive Flexfields Chapter 20 - Page 17

Isolate Common Information

Isolate Common Information After you have organized the items of information by usage, isolate any items that occur in all situations. You define the information used by all tasks in one structure and the information that varies by task in another, task-specific structure.

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Defining Descriptive Flexfields Chapter 20 - Page 18

Determine Different Contexts

Determine Your Contexts After you have removed the commonly occurring information, you can organize the remaining information into groups according to the type of information being gathered or the way the information is being used. These different groups of information are called contexts. Once you have determined the items of information that are always appropriate and the different contexts with each of their pieces of information, you are ready to begin defining your flexfield.

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Defining Descriptive Flexfields Chapter 20 - Page 19

Descriptive Flexfield Components

Descriptive Flexfield Components Descriptive flexfields are constructed from segments. Each segment contains one item of information. Since the same flexfield can be used by different contexts, and each context needs different items of information, you need to design different layouts for the same flexfield to support the different contexts. Specify your layout in terms of global segments and context-sensitive segments.

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Defining Descriptive Flexfields Chapter 20 - Page 20

Global Segments

Using Global Segments Global segments are segments that appear regardless of context. Always plan your global segments first. Some descriptive flexfields use only global segments. Continuing the payment information example, the slide shows that the store number is appropriate for all contexts. Thus it is an obvious global segment. Global segments are the easiest to define. However, they may use up the allotted columns. Columns used for global segments cannot hold an context-sensitive segments. You can add context-sensitive segments later if columns are available, but enabled global segments always appear.

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Defining Descriptive Flexfields Chapter 20 - Page 21

Context-Sensitive Segments

Context-Sensitive Segments Context sensitive segments occur depending on the context. The slide shows sample contexts and the segments that are unique to each of them.

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Distinguishing Between Contexts

Distinguishing Between Contexts If your descriptive flexfield uses different contexts, you must decide how to distinguish between them. You must identify a field whose value can distinguish between contexts. This field is called the context field. In some cases, you can use an existing field as the context field, in other cases, you must create a segment on the descriptive flexfield.

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Defining Descriptive Flexfields Chapter 20 - Page 23

Reference and Context Fields

Using Reference and Context Fields There are two design options for distinguishing between contexts: • If there is an existing field on the base window or an existing profile option whose value can be used to distinguish between contexts, it can be used as a reference field. • If there is no existing field or profile option that can be used to automatically select the context, you may choose to allow users to manually select the context.

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Defining Descriptive Flexfields Chapter 20 - Page 24

Using Reference Fields

Using Reference Fields Reference fields are fields on the existing window whose values can determine which context a descriptive flexfield uses under the following conditions: • The field must be defined to be referenceable. Not all fields on a window can be used as a reference field. • The values appearing in the reference field should be known and predictable. • Since the same descriptive flexfield can appear on different windows, any field used as a reference field for that descriptive flexfield must appear on the same windows. Also, the reference field must have the same internal name in all the forms where the flexfield is used.

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Defining Descriptive Flexfields Chapter 20 - Page 25

Identifying Referenceable Columns

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Defining Descriptive Flexfields Chapter 20 - Page 26

Using Context Fields

Using a Context Field Sometimes there is no field on the existing window that is appropriate for use as a reference field. In this case, you need to create a column on the descriptive flexfield itself to hold and display the different possible context values. • A context field is an additional field appearing on the descriptive flexfield. • The user can display the appropriate context by selecting a value from the pop-up list for the context field. A context field is not a segment. • The context field has a context field prompt. • The response, called a context field value, determines which group of context-sensitive segments appears next. • Each value for the context field can correspond to a separate context-sensitive structure. • Context fields do not always display. Non-displayed context fields derive values from a default or from a reference field, and the user cannot change the context field value.

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Defining Descriptive Flexfields Chapter 20 - Page 27

Synchronizing the Context Field Value with the Reference Field Value

Synchronizing the Context Field Value with the Reference Field Value You can optionally set up your flexfield so that the context field value is synchronized with the reference field value. You may have instances where, when querying existing records, you want the context field value to match the original reference field value, but with new records, you want the context field value to be derived from the current reference field value. For example, say the context field is Country Code (IN for India, AU for Australia, and so on). This information should be constant for the lifetime of a given record, such as an Expense Report; that is, it remains constant from the original data entry (and saving of the record) to subsequent queries on the record. In this example, the Country Code value could be captured as a profile option value specific to the user (the reference field). The desired behavior of which Country Code value is used by the descriptive flexfield may depend on the action at runtime. For example, say an expense report is created by an employee in India, with a Country Code of IN. If payment processing is done in Australia and the Australian (Country Code: AU) Payables Approver queries the Indian employee's expense report, the expected default Country Code context field value is IN; it is not derived from the Australian Payables Approver's profile option value of AU. However, if Copyright © Oracle Corporation, 2007. All rights reserved.

Defining Descriptive Flexfields Chapter 20 - Page 28

the Australian Payables Approver enters in his/her own expense report, then the expected default Country Code context field value is AU. The context field value defaulting behavior is configurable for each descriptive flexfield. How you configure each descriptive flexfield determines whether the old context field value is retained or whether the new context information is accepted. Here are the possible configurations: • Context Field Synchronized and Displayed -The context value is always derived from the reference field value. Users can see but not update the context field value, because they should not be allowed to break the synchronization. • Context Field Synchronized but Not Displayed - The context value is always derived from the reference field value. The context field is hidden from the user. • Context Field Not Synchronized and Not Displayed – The context field value is derived from the reference field value the first time the descriptive flexfield value is touched. Thereafter it is never synchronized with a new reference field value. Because the context field is not displayed, users will not be able to update its value. • Context Field Not Synchronized but is Displayed – The context field value is derived from the reference field value the first time the descriptive flexfield value is touched. Thereafter the context field value is not automatically synchronized with a new reference field value, but users are allowed to update its value.

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Defining Descriptive Flexfields Chapter 20 - Page 29

Planning Flexfields: Global Segments Only

Using Global Segments Only Some descriptive flexfields use global segments only. The information gathered by that flexfield is valid for all users of the flexfield. All global segments display when the user enters the flexfield, and each segment prompts the user for one item of information.

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Defining Descriptive Flexfields Chapter 20 - Page 30

Planning Flexfields: Context Segments Only

Using Context-Sensitive Segments Only Some descriptive flexfields use only context-sensitive segments. They have no global segments. The flexfield contains only the context field prompt until a context is chosen. The context field value that is chosen determines which context is displayed in a second window.

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Defining Descriptive Flexfields Chapter 20 - Page 31

Planning Flexfields: Global and Context Fields

Using a Combination of Global and Context-Sensitive Segments Most descriptive flexfields use a combination of global and context-sensitive segments. With a combination of global and context-sensitive segments, the processing is as follows: • When the user opens the flexfield, all the global segments and a context prompt appear. • Once the user chooses a context, the appropriate context-sensitive segments are added to the already visible global segments.

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Defining Descriptive Flexfields Chapter 20 - Page 32

Specifying the Flexfield Attributes

Specifying the Flexfield Attributes Once you have the structure designed and the context behavior determined, you can plan the flexfield cosmetics. These include: • The context prompt • All the segment prompts • The segment separator Specifying the Flexfield Structures All of the segments contained on the flexfield will be defined to a structure. There is a default structure, Global Data Elements, to which you define all global segments. In addition to the Global Data Elements structure, you create a separate structure for each context. Use meaningful context names since they show up in the list of values for the contexts. Clear the enabled box if you ever need to mark this structure as unavailable. When you have specified your structure information, click the Segments button to define your structure segments.

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Defining Descriptive Flexfields Chapter 20 - Page 33

Specifying the Context Field Information

Specify How the Context Is Determined Prompt - This is the prompt context displayed on the flexfield. If you choose to display the context field, you must supply a value for this field. Value Set – You can optionally associate a value set to specify valid values for the context value. Default Value - Specify a default context structure to use. Always define a value here if you are not using a reference field and not displaying the context field. Reference Field - If you use a reference field, enter the name here in the format Block.field. Use the pop-up list on this field to display a list of the fields on the base window that are most likely to be referenced. Required - Indicate whether a context field value is required. Displayed - Clear this check box if you want to restrict the user from choosing different contexts. If you use a reference field, you do not have to display the context field unless you want to allow the user to select a context different from the reference field value. If you do not display the context field and are not using a reference field, you should define a default context value as discussed above.

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Defining Descriptive Flexfields Chapter 20 - Page 34

Synchronize with Reference Field - Check this box if you want the context field value to be always synchronized with the reference field value for this descriptive flexfield.

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Defining Descriptive Flexfields Chapter 20 - Page 35

Specifying the Segment Attributes

Specifying Segment Attributes Specify the following attributes for each segment in the structure: Number - The placement of the field on the window, from top to bottom. Name - The internal name for this segment. Window Prompt - The prompt to be displayed for this segment on the flexfield. Column - The ATTRIBUTE column stores the data from this segment. Available columns are selectable from a pop-up list for this field. See the following page for an explanation of how ATTRIBUTE columns store descriptive flexfield data. Value Set - If you wish the validate the data entered through this segment, specify a value set to perform validation checking. Displayed - Clear this check box if you need to prevent the display of this field. Enabled - Select this check box to mark this segment ready for processing.

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Defining Descriptive Flexfields Chapter 20 - Page 36

Storing Descriptive Flexfield Segments

Storing Descriptive Flexfield Segments As mentioned previously, the segments that make up a descriptive flexfield are stored in columns in the underlying tables. Each segment stores its data in one of the ATTRIBUTE columns. This does not mean, however, that every segment on the flexfield needs its own column. As shown on the slide, context-sensitive columns from different contexts can share the same column. The value in the CONTEXT column distinguishes between context segments.

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Defining Descriptive Flexfields Chapter 20 - Page 37

Descriptive Flexfield Application Tables

Descriptive Flexfield Application Tables This SQL*Plus query can be used to determine the application base table where a descriptive flexfield stores its data. This is a partial report for one application (General Ledger application ID 101) and does not show any information for flexfields used with SRS. TITLE -----------------------------Accounting Calendar: Calendar Accounting Calendar: Periods AutoAccounting Rules AutoAllocation Batch AutoPost Criteria GL_AUTOMATIC_POSTING_OPTIONS AutoReversal Criteria Automatic Posting Sets Budget Types Budget Versions Budgetary Control Group: Group Budgetary Control Group: Rules

APPLICATION_TABLE_NAME --------------------------GL_PERIOD_SETS GL_PERIODS GL_IEA_AUTOGEN_MAP GL_AUTO_ALLOC_BATCHES

GL_AUTOREVERSE_OPTIONS GL_AUTOMATIC_POSTING_SETS GL_BUDGET_TYPES GL_BUDGET_VERSIONS GL_BC_OPTIONS GL_BC_OPTION_DETAILS

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Defining Descriptive Flexfields Chapter 20 - Page 38

Common Stocks: Share Activity Conversion Rate Types

GL_SHARES_ACTIVITY GL_DAILY_CONVERSION_TYPES

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Defining Descriptive Flexfields Chapter 20 - Page 39

Specifying the Segment Detail Attributes

Specifying the Segment Detail Attributes You can use this window to specify any additional attributes for the segment. Validation Block Entries Value Set - The name of the value set used to validate data entered through this segment. Description - The description of this value set. Default Type - If you wish to define a default value for this segment, select the data type here. Default Value - Define the actual default here. Required - Select this checkbox if a value for this segment is mandatory. Security Enabled - Select this checkbox to turn on any security rules for this value set.

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Defining Descriptive Flexfields Chapter 20 - Page 40

Specifying the Segment Detail Attributes

Specifying the Segment Detail Attributes (continued) Sizes These sizes determine the width of the field on the flexfield that is used to display this segment. Especially consider the interaction between Display Size and the Maximum Size value defined to the value set used with this segment.

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Defining Descriptive Flexfields Chapter 20 - Page 41

Specifying the Segment Detail Attributes

Specifying the Segment Detail Attributes (continued) Prompts List of Values - By default, this will be the same as the segment name. It should not be larger than the Display Size. Window - Specify the label that will appear to the left of this segment on the flexfield.

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Defining Descriptive Flexfields Chapter 20 - Page 42

Specifying Default Values

Specifying Segment Defaults - Examples Default Type: Constant Default Value: The constant specified. Example: USA Result: USA Default Type: Current Date Default Value: The date at the time of entry. Example: Result: AUGUST 01, 2007 Default Type: Current Time Default Value: The Date/Time at the time of entry. Example: Result: 14:30:00 AUGUST 01, 2007 Copyright © Oracle Corporation, 2007. All rights reserved.

Defining Descriptive Flexfields Chapter 20 - Page 43

Default Type: Field Default Value: The value in the specified field. Use the format block:field Example: ORDER:LINE Result: 3 Default Type: Profile Default Value: The value of the specified profile option. Use the application name of the profile option. Example: GL_SET_OF_BOOKS_ID Result: 101 Default Type: Segment Default Value: The value returned by the specified previous segment. Example: Company Result: 01 Default Type: SQL Statement Default Value: The value returned by the specified SQL statement. The statement must return a single value. $PROFILES$ and $FLEX$ can be used in the statement. Example: SELECT NAME FROM EMP WHERE JOB=CEO Result: Jones

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Defining Descriptive Flexfields Chapter 20 - Page 44

Defining a Descriptive Flexfield

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Defining Descriptive Flexfields Chapter 20 - Page 45

Defining Value Sets

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Defining Descriptive Flexfields Chapter 20 - Page 46

Locating the Flexfield Definition

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Defining Descriptive Flexfields Chapter 20 - Page 47

Defining the Flexfield Header Attributes

Defining the Header Attributes The header attributes you specify include: Application - The application that owns the flexfield. Title - The title displayed at the top of the flexfield. Freeze Flexfield Definition - Select this box when you have finished defining your flexfield. Freezing the definition enables the Compile button so you can compile your definition. Segment Separator - Specify a separator to be used when displaying concatenated segment values. Global Data Elements - If your structure has no context-sensitive structures, select Global Data Elements and click the Segments button to define the global segments. Define the segments that always appear regardless of the context value. Define global segments first to facilitate efficient column use.

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Defining Descriptive Flexfields Chapter 20 - Page 48

Defining Segment Attributes

Defining Segment Attributes Number - Specify the sequence number (from top to bottom) of this segment within the flexfield structure. The segments defined for Global Data Elements always appear first. They are the followed by the segments defined for whatever other context-sensitive structure is selected. Name - Enter the name for this segment. Window Prompt - Enter a prompt to show up on the flexfield window. The default is to use the Name. Column - Select the ATTRIBUTE column in the base table to hold this segment’s data. A popup list for this field displays the columns available to you for definition. Value Set - Specify an existing value set to validate the data for this segment. Click the Open button to define additional attributes for your segment.

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Defining Descriptive Flexfields Chapter 20 - Page 49

Specifying Validation and Field Sizes

Specifying Validation and Field Sizes Use this window to specify additional attributes for the segment. If you are using a value set to validate the input in this segment, enter the name of the value set. You can also enter a default for the segment and enable security. Use the Sizes fields to control the display of the segment in the flexfield window. Specify the Display Size of the flexfield segment to be the same as the Maximum Size of the value set used by this segment to avoid scrolling. Index Flag (Accounting Flexfield Only) - This is used with the General Ledger Optimizer feature.

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Defining Descriptive Flexfields Chapter 20 - Page 50

Freezing and Compiling the Definition

Freezing and Compiling the Definition Freeze the flexfield information to notify the application to begin using the flexfield. Compiling the flexfield stores the information efficiently. If the compile detects any problems, a message window displays a warning. Flexfields automatically compile the flexfield definition at every commit on this form. The request for view generation automatically follows compilation. You see your own changes immediately. Other users must exit or change responsibilities to see the new definitions take effect.

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Defining Descriptive Flexfields Chapter 20 - Page 51

Defining Context Field Information

Defining Context Information Define context information to determine how context-sensitive structures are chosen. • If not using a reference field to obtain the context value, enter a context field prompt. This is the prompt that instructs the user to select a context. • Optionally enter a value set to specify valid values. • Optionally enter a default value. This should be the name of the most common contextsensitive structure. If you use a reference field, ensure that the default value can be obtained from the reference field. • If you are using a reference field, specify the field name in the Reference Field field. Not all fields on the window can be used as a reference field. Use the list of values for this field to set the possible reference fields for the window. • Specify whether the context field is required. Without a required response in the context field, users can avoid entering any information in any of the context-sensitive structures. If you are requiring a context value and not displaying a context prompt, either provide a default or ensure that a value can be obtained from a reference field value. • Specify whether the context field is displayed. If you want to restrict the user from choosing different contexts, you should not display the context field. If you use a Copyright © Oracle Corporation, 2007. All rights reserved.

Defining Descriptive Flexfields Chapter 20 - Page 52

reference field, you do not have to display the context field unless you want to allow the user to select a context different from the reference field value. If you do not display the context field and are not using a reference field, you should define a default context value as discussed above. • Specify whether the context field value should be synchronized with the reference field value, if applicable. • Enter the context values in the Context Field Values region. The names of these structures must exactly match the values you expect to see in the context field.

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Defining Descriptive Flexfields Chapter 20 - Page 53

Defining Context-Sensitive Segments

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Defining Descriptive Flexfields Chapter 20 - Page 54

Defining Values for a Value Set

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Defining Descriptive Flexfields Chapter 20 - Page 55

Summary

Summary This lesson discussed how to plan a descriptive flexfield. Descriptive flexfields gather additional information beyond that gathered by Oracle Applications. Not all users of the same descriptive flexfield need the same information. Descriptive flexfields can be customized so that each user sees only the information needed. Once you have planned the structure of your descriptive flexfield, the actual definition process is straightforward. If this flexfield uses any new value sets, plan those first. Define the flexfield header attributes. Define all global segments for the Global Data Elements structure. If you are using multiple contexts, define either a reference field on the base window, or a context field on the flexfield itself to control which context structure appears. For each context, define a structure containing the segments appropriate for that context. When you have finished defining all your structures and segments, freeze your definition and compile the flexfield. This makes the flexfield available for others to use.

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Defining Descriptive Flexfields Chapter 20 - Page 56

Defining Key Flexfields Chapter 21

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Defining Key Flexfields Chapter 21 - Page 1

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Defining Key Flexfields Chapter 21 - Page 2

Defining Key Flexfields

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Defining Key Flexfields Chapter 21 - Page 3

Objectives

Lesson Topics At the end of this lesson, you should be able to: • Explain intelligent keys and provide examples • Identify key flexfields that are required by Oracle Applications • Explain the purpose of flexfield qualifiers and optional key flexfield features • Design a key flexfield structure • Define the key flexfield structure and segment attributes • Define flexfield qualifiers and segment qualifiers

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Defining Key Flexfields Chapter 21 - Page 4

Objectives

Lesson Topics At the end of this lesson, you should be able to: • Explain the purpose for cross-validation • Define cross-validation rules and control the interaction between multiple rules • Identify candidates for shorthand entry • Plan and define useful shorthand aliases • Enable shorthand entry • Explain how flexfield security is accomplished • Identify which flexfields are candidates for security • Design a security plan • Control interactions between security rules • Define and assign security rules • Enable security

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Defining Key Flexfields Chapter 21 - Page 5

Overview

Overview Key flexfields create unique identifiers for use internally by Oracle Applications. The combinations of values for the segments of a key flexfield identify entities. These code combinations are used throughout Oracle Applications. Depending on which key flexfield you are defining, you might need to specify flexfield qualifiers and segment qualifiers. There are also several optional features of key flexfields you may wish to implement. This lesson covers the mechanics of the definition process.

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Defining Key Flexfields Chapter 21 - Page 6

Overview

Overview, continued This lesson describes additional flexfield options, including: • Cross-validation - Cross-validation rules let you control the combination of values entered for a key flexfield. • Shorthand aliases - Shorthand aliases let you label certain groupings of values for a multi-segment flexfield. Whenever you need one of these groupings of values, you can use the alias for that grouping to enter the entire group. • Security rules - Security rules let you control flexfield access to data. You create and tie security rules to a value set to specify which entries in a list of values are available to a user of a specific responsibility. This allows you to control that user’s access to data. You create security rules by defining inclusion or exclusion statements. You combine these statements to create a security rule. You must carefully consider the interaction of multiple rules when planning your security.

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Defining Key Flexfields Chapter 21 - Page 7

Intelligent Keys

Building Intelligent Keys for Oracle Applications Intelligent keys are multipart key values in which each part of the key contains meaningful information. You use key flexfields to build the intelligent keys required by Oracle Applications. Because key flexfields are integrated with the internal processing of Oracle Applications, there are more requirements for the structure and content of key flexfields than was the case with descriptive flexfields.

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Defining Key Flexfields Chapter 21 - Page 8

Key Flexfields' Dual Purpose

Requirements for Key Flexfields Key flexfields have a dual purpose. They must collect information required by Oracle Applications and still allow for user configuration. Provide Required Information • Provide information needed for reports and processing. For some applications, particular items of information must be identified within the flexfield. For example, Oracle General Ledger requires the balancing segment of the Accounting Flexfield. • Build unique IDs for use by the applications while giving users meaningful codes. Provide Configuration Capability • Tailor the flexfield to the company’s business practice instead of changing the practice to fit the flexfield. • Retain the information the company already keeps.

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Defining Key Flexfields Chapter 21 - Page 9

Oracle Applications Key Flexfields

Key Flexfields Used by Oracle Applications (Partial List) The above slide displays some of the key flexfields used by Oracle Applications. The number of key flexfields is significantly smaller than the number of descriptive flexfields.

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Defining Key Flexfields Chapter 21 - Page 10

Implementing Key Flexfields

Implementing Key Flexfields: Procedure The above slide displays the steps involved in implementing a key flexfield. The first two steps are covered in this lesson. The remaining steps are covered in the remainder of the course.

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Defining Key Flexfields Chapter 21 - Page 11

Key Flexfield Structures

Key Flexfield Structures Although it is possible for a key flexfield to use multiple structures, it is much less typical than with descriptive flexfields. Most key flexfields use only one structure. However, key flexfields still allow the user to control the structure of the flexfield. For example, the slide shows two different accounting flexfield structures defined by two different businesses. Each business defines an accounting flexfield that reflects its operating structure While in many cases the user has control over which descriptive flexfield structure is used, with key flexfields the application usually determines the correct structure with which to function. For example, Oracle General Ledger determines which accounting flexfield structure to use from the profile option Set of Books.

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Defining Key Flexfields Chapter 21 - Page 12

Code Combinations

Key Flexfield Code Combinations Key flexfields typically consist of several segments. The values provided by these segments make up the code combinations that function as intelligent keys for use by Oracle Applications.

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Defining Key Flexfields Chapter 21 - Page 13

Storing Code Combinations

Storing Code Combinations Each flexfield stores its code combinations in a database table. These database tables are called code combinations tables. In the combinations table, there is one column for every key flexfield segment. These columns are usually named SEGMENTn, where n is a number. There is a set number of SEGMENT columns available for each key flexfield. You assign a key flexfield segment to a particular SEGMENT column when you define the key flexfield. Each row in the combinations table (that is, each unique combination of segment values) is identified by a unique ID value stored in a unique ID column. This column functions as the primary key for the combinations table. For key flexfields that have multiple structures, there is also a structure ID column.

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Defining Key Flexfields Chapter 21 - Page 14

Key Flexfield Application Tables

Key Flexfield Application Tables This SQL*Plus query can be used to show Oracle Applications key flexfields and the tables in which they store their code combinations.

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Defining Key Flexfields Chapter 21 - Page 15

Key Flexfield Qualifiers

Key Flexfield Qualifiers Both descriptive flexfields and key flexfields allow the user to design the flexfield structures and their segments. With descriptive flexfields, neither the information gathered nor the way the information is structured is used internally by Oracle Applications. Key flexfields, however, are different. Oracle Applications use certain pieces of information collected by some key flexfield segments internally. For example, Oracle General Ledger needs to know which segment in the Accounting flexfield to use for balancing operations. But since the location of the balancing segment in the accounting flexfield can be configured, the application must have a way of locating the segment it needs within any accounting flexfield structure. Being able to locate particular segments in a key flexfield structure is the purpose for qualifiers. A qualifier is a label attached to a particular key flexfield segment so it can be located by the application requiring its information.

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Defining Key Flexfields Chapter 21 - Page 16

Types of Qualifiers

Types of Key Flexfield Qualifiers Qualifiers allow the user to retain the ability to configure the structure of the flexfield while still allowing the Oracle Application to find the information it needs to process. There are two types of qualifiers: • Flexfield qualifiers identify a segment in a flexfield. • Segment qualifiers identify a value in a segment. The slide shows both types of qualifiers assigned to an accounting flexfield combination.

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Defining Key Flexfields Chapter 21 - Page 17

Flexfield Qualifiers

Flexfield Qualifiers Identify Key Flexfield Segments The flexfield asks each segment a yes/no question. Flexfield qualifiers may be unique, global, and required: • Unique: “Is this the segment that this flexfield can have only one of?” • Required: “Is this the segment this flexfield must have to do its work?” • Global: “Is this a segment?” Global qualifiers exist as “carriers” for segment qualifiers. Assigning Flexfield Qualifiers to Segments • Global qualifiers need not be assigned since they apply automatically to every segment in the flexfield. • Assign flexfield qualifiers while defining segments. Key Flexfields that Use Qualifiers Here are some of the key flexfields that user qualifiers with their owning application: • Accounting Flexfield (Oracle General Ledger) • Location Flexfield, Asset Category Flexfield (Oracle Assets) • SoftCoded Key Flexfield (Oracle Human Resources) Copyright © Oracle Corporation, 2007. All rights reserved.

Defining Key Flexfields Chapter 21 - Page 18

• Cost Allocation Flexfield (Oracle Payroll) • Sales Territory Flexfield (Oracle Receivables)

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Defining Key Flexfields Chapter 21 - Page 19

Segment Qualifiers

Identifying Values in Flexfield Segments with Segment Qualifiers A segment qualifier is similar to the segment asking each value the question, “What type of value are you?” For example, the account number 300 may be used within a company as a revenue account. Use the following segment qualifiers with the accounting flexfield: • Allow Budgeting • Allow Posting • Account Type: Asset, Expense, Liability, Ownership/Stockholder’s Equity, or Revenue

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Defining Key Flexfields Chapter 21 - Page 20

Other Key Flexfield Options

Other Key Flexfield Features Some other capabilities of key flexfields are available for use. You should consider using these capabilities where appropriate: • Dynamic insertion of new values – Dynamic insertion allows users to enter new values in display windows in addition to the typical code combination entry window. • Cross-validation - Cross-validation rules let you control the combination of values • Security rules - Security rules let you control flexfield access to data. You create and tie security rules to a value set to specify which entries in a list of values are available to a user of a specific responsibility. This allows you to control that user’s access to data. • Shorthand aliases - Shorthand aliases let you label certain groupings of values for a multisegment flexfield. Whenever you need one of these groupings of values, you can use the alias for that grouping to enter the entire group.

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Defining Key Flexfields Chapter 21 - Page 21

Allowing Dynamic Insertion

Allowing Dynamic Insertion of New Code Combinations Key flexfield code combinations appear on many types of windows. Typically, Oracle Applications use a particular form (called a combination form) for directly entering the new code combinations. These same code combinations can be displayed by many other windows. On these related windows, however, the fields are typically read-only and not updateable. Therefore new code combinations cannot be entered from these forms. If you allow dynamic insertion, you can enter new code combinations from such display windows as well as from regular entry windows.

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Defining Key Flexfields Chapter 21 - Page 22

Cross-Validating Values

Validating the Combinations of Segment Values to Control Data Integrity For key flexfields with multiple segments, you can define rules to cross-check value combinations entered. Thus you can prevent combinations of segment values that are illogical or should not be allowed from being entered. The slide shows an illogical combination of values for the Asset key flexfield being disallowed. Cross-validation is discussed in more detail later in this lesson.

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Defining Key Flexfields Chapter 21 - Page 23

Using Shorthand Aliases

Using Shorthand Aliases to Speed Data Entry If the same combination is frequently being entered into a multi-segment flexfield, you should consider defining an alias for that value combination. You can then use the alias to generate the complete set of values for the flexfield. Entering a shorthand alias automatically inserts the values for that alias into the key flexfield. Shorthand aliases are discussed in more detail later in this lesson.

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Defining Key Flexfields Chapter 21 - Page 24

Securing Value Set Access

Securing Values You may want to allow users to only enter or view specific values for flexfields. You can create a security rule to restrict values available to a given responsibility. Once you associate that rule to the appropriate responsibility, all users of that responsibility are restricted to the values allowed by that security rule. For example, a company has assigned its sales force to different responsibilities according to the type of items they sell. Two of these responsibilities are Electronic Sales and Household Sales. A value set called Item Type lists all the types of items the company sells. In this case, you can define a security rule to restrict the users of a particular responsibility to only access item types appropriate for their responsibility. For example, the Household Goods Only security rule allows access only to the FURN and APPL item types. Security rules are discussed in more detail later in this lesson.

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Defining Key Flexfields Chapter 21 - Page 25

Designing the Key Flexfield Layout

Designing Key Flexfield Layout Design the structures needed and the segments for each structure: • Identify the structure titles. • Plan the number and order of segments. • Identify the segment separator. • Determine the value sets and values to be used. • Plan the window prompts.

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Defining Key Flexfields Chapter 21 - Page 26

Designing Segments

Designing Key Flexfield Segments Decide how each segment of the key flexfield should behave and what values to allow in each segment. Enabled or Displayed - Can users see this segment? Disabled segments are not displayed. If the segment does not display, use a default value to populate it. Required - Can users leave the segment without entering a value? Most key flexfield segments require a value. Validation - Most key flexfield segments provide a list of values. Use a predefined value set, or design a new one for this segment. Not using a value set is equivalent to using a validation type of None, character format, width same as underlying segment column, uppercase allowed, and no right justification or zero fill. Value Security - Should security rules for the value set apply to this segment? Related Segments - Link segments with ranges of Low and High to enforce a relationship between them.

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Defining Key Flexfields Chapter 21 - Page 27

Specifying Default Values

Specifying Segment Defaults - Examples Default Type: Constant Default Value: The constant specified. Example: USA Result: USA Default Type: Current Date Default Value: The date at the time of entry. Example: Result: August 1, 2007 Default Type: Current Time Default Value: The Date/Time at the time of entry. Example: Result: 14:30:00 AUGUST 01, 2007 Copyright © Oracle Corporation, 2007. All rights reserved.

Defining Key Flexfields Chapter 21 - Page 28

Default Type: Field Default Value: The value in the specified field. Use the format block:field Example: ORDER:LINE Result: 3 Default Type: Profile Default Value: The value of the specified profile option. Use the application name of the profile option. Example: GL_SET_OF_BOOKS_ID Result: 101 Default Type: Segment Default Value: The value returned by the specified previous segment. Example: Company Result: 01 Default Type: SQL Statement Default Value: The value returned by the specified SQL statement. The statement must return a single value. $PROFILES$ and $FLEX$ can be used in the statement. Example: SELECT NAME FROM EMP WHERE JOB=CEO Result: Jones

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Defining Key Flexfields Chapter 21 - Page 29

Planning Decisions

Planning Decisions Application Question: Does the application support different segment structures? Related Question: How many structures are needed? Application Question: How many segment columns are available? Related Question: What segments are needed? Application Question: What flexfield qualifiers does this flexfield use or need? Related Question: Do segments correspond to each needed qualifier? Application Question: Are dynamic inserts feasible? Related Question: Who can create new combinations? Application Question: Should cross-validation be enabled? Related Question: Is protection from invalid combinations needed? Copyright © Oracle Corporation, 2007. All rights reserved.

Defining Key Flexfields Chapter 21 - Page 30

Application Question: Should shorthand flexfield entry be enabled? Related Question: Are many combinations used repeatedly? Application Question: Which value sets are available? Related Question: How should the segments be validated? Application Question: Which segments should use flexfield value security? Related Question: Are some segment values privileged or applicable only for some users?

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Defining Key Flexfields Chapter 21 - Page 31

Planning Key Flexfield Values

Planning Values for Use with Key Flexfields Plan the values for the independent and dependent value sets created for this key flexfield. Choose values logically and systematically. Grouping values together logically makes defining security and validation rules much easier.

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Defining Key Flexfields Chapter 21 - Page 32

Definition Procedure

Defining Key Flexfields: Procedure Use the following procedure to define a key flexfield: • Plan the key flexfield structure. • Define new value sets if needed. • Define key flexfield structure. • Define the structure segments, including qualifiers. • Freeze and compile the flexfield definition. • Define value set values, including any qualifiers. • Test the key flexfield.

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Defining Key Flexfields Chapter 21 - Page 33

Defining Value Sets

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Defining Key Flexfields Chapter 21 - Page 34

Accessing the Key Flexfield Definition

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Defining Key Flexfields Chapter 21 - Page 35

Specifying Flexfield Behavior

Specifying the Key Flexfield Behavior Enabled - This enables shorthand entry of frequently used value combinations. Segment Separator - Specify a segment separator character. Segment separators are especially important for key flexfields since their values are often displayed concatenated. Cross-Validate Segments - This enables cross-checking of segment value combinations. Allow Dynamic Inserts - This allows new key value combinations to be dynamically created and inserted into the table. When you have defined the flexfield level attributes, click the Segments button to continue defining individual segments for this structure. Note: some key flexfields may require additional features to be defined.

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Defining Key Flexfields Chapter 21 - Page 36

Defining Segment Attributes

Defining Segment Attributes Use the Segments Summary window to define most of the segment attributes. Number - This specifies the sequence in which the fields will appear on the window. Name - The name by which this segment is known within Oracle Applications. Name the segment intuitively. Other segments may refer to this one for validation information. Also, the view generated uses the segment names for its column names. Window Prompt - The prompt that will appear on the window. The segment name is the default. Column - Specify the SEGMENT column in the underlying base table that contains this segment’s data. A pop-up list shows the SEGMENT columns available for use. Displayed - If you choose not to display a segment, specify a default to populate it. Enabled - This flags the segment as available for use.

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Defining Key Flexfields Chapter 21 - Page 37

Defining Validation and Size Attributes

Defining Validation and Size Attributes Validation Information • Use the Validation block fields to specify value set information. • Choose a predefined value set with a list of values or design one for this particular segment with the Value Sets window. • Specify default information if you need to populate the segment with a default value. • Determine whether security rules should apply to this value set for this segment. Size Specifications • Display Size determines the field size on the flexfield. Specify a display size the same as the maximum segment size to avoid scrolling. • Keep prompts small for neater reports. Click the Flexfield Qualifiers button to determine whether this flexfield has any qualifiers to be assigned.

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Defining Key Flexfields Chapter 21 - Page 38

Defining Flexfield Qualifiers

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Defining Key Flexfields Chapter 21 - Page 39

Freezing and Compiling the Definition

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Defining Key Flexfields Chapter 21 - Page 40

Defining Value Set Values

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Defining Key Flexfields Chapter 21 - Page 41

Defining Segment Qualifiers

Defining Segment Qualifiers Specify additional qualifiers at the value level when appropriate. For example, Allow Budgeting is an Accounting Flexfield segment qualifier. Whenever possible do not change a value, change its description. If reuse is not possible, disable unused values. You cannot delete them.

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Defining Key Flexfields Chapter 21 - Page 42

Cross-Validating Values

Using Cross-Validation to Enforce Data Integrity You can create rules specifying the allowable value combinations for multiple segment key flexfields. In this way you can avoid the generation of illogical or inappropriate key values. Cross-validation rules apply only to key flexfields. The above slide displays an Asset Location flexfield with three fields for country, state, and city information. Since Asset Location is a key flexfield, you could define a cross-validation rule to ensure no one tries to specify a US state value for the UK. Note that you could also specify cross-validation rules to ensure that each city value was placed in the correct state.

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Defining Key Flexfields Chapter 21 - Page 43

Cross-Validation Rule Syntax

Designing Rule Elements Cross-validation rules consist of an Include element that includes all possible combinations, and one or more Exclude elements that restrict various segment value combinations. To make maintenance easier, use many simple rules rather than a few complex rules. To pass validation, a value combination must be included and not be excluded by any of the Exclude elements. Rules are not retroactive, they apply only to segment value combinations entered after they are defined and enabled.

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Defining Key Flexfields Chapter 21 - Page 44

Data Type Specifications and Cross-Validation Rules

Specifying Data Type and Format in Cross-Validation Rules Cross-validation rules recognize any value characteristics specified for the value sets the segments use, such as Format Type, Right-Justify and Zero-Fill, Numbers Only, and Uppercase Only. Note that the Accounting flexfield does not use NULL values. The Cross-Validation Rules window enforces the correct collating order for the platform. • For most platforms (ASCII) 0 < 000 < Z < ZZZ • For some platforms (EBCDIC) A < AAA < 9 < 999

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Defining Key Flexfields Chapter 21 - Page 45

Preparing for Cross-Validation

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Defining Key Flexfields Chapter 21 - Page 46

Defining Cross-Validation Rules

Defining Cross-Validation Rules and Error Messages Define an Error Message and an Error Segment - Enter a rule name and description for each cross-validation rule. Specify the error message to display and the segment where the cursor should move when a user enters an invalid combination. Use the segment where the error probably occurred. Enter optional start and end dates for your rule. You can also use these fields to disable a rule. Specify at Least One INCLUDE Element - Unspecified values are always excluded, so every rule needs at least one Include statement. Otherwise no combinations will ever pass validation. As shown in the example, you can use the pop-up window to define which combinations to exclude. Exclude statements override Include statements. There can be multiple statements and each statement can specify values for multiple flexfield segments. Change the Flexfield Definition - You must exit and sign on again or change responsibilities to see any changes.

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Defining Key Flexfields Chapter 21 - Page 47

Cross-Validation Reports

Maintaining Cross-Validation Rules To minimize maintenance, plan cross-validation rules when first setting up the key flexfield. If later changes are necessary, review existing rules to ensure accurate and consistent validation. Disable previously existing combinations that are no longer valid according to the new rules. Using Reports to Maintain Cross-Validation Rules • The Cross-Validation Rule Violation Report offers a listing of all the previously created flexfield combinations that violate the cross-validation rules for a given structure. The report program can also disable the existing combinations that violate the new rules. • The Cross-Validation Rules Listing report lists all the cross-validation rules that exist for a particular flexfield structure.

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Defining Key Flexfields Chapter 21 - Page 48

Comparing Cross-Validation and Security Rules

Interaction of Cross-Validation and Value Security Rules Both cross-validation and value security control the data a user can enter. The above slide displays a comparison of the scope and action of each. Cross-Validation • Applies to all users regardless of responsibility • Affects only key flexfields • Applies across an entire key flexfield structure Value Security Rules • Apply only to users of the chosen responsibility • Can affect key and descriptive flexfields as well as program parameters • Apply only to the value set used by a flexfield segment or program parameter

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Defining Key Flexfields Chapter 21 - Page 49

Using Shorthand Aliases

Using Shorthand Aliases to Speed Data Entry Whenever you notice that you are frequently entering the same combination of values into a multi-segment flexfield, you should consider defining an alias for that value combination. You can then use the alias to generate the complete set of values for the flexfield. Select an alias from a pop-up list of possible aliases for the flexfield. You can also enter the alias name directly in the alias window. Entering a shorthand alias automatically inserts the values for that alias into the key flexfield.

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Defining Key Flexfields Chapter 21 - Page 50

Using Full and Partial Aliases

Using Full and Partial Aliases An alias can represent a complete flexfield combination or a set of partial segment values: • If most combinations vary only in a single segment, create an alias with that segment blank and values specified for the remaining segments. • If the alias represents a complete combination, once the alias name has been selected or entered, the shorthand window closes and the cursor moves to the next field. • If the alias represents a partial flexfield value, the full flexfield window pops up with the cursor on the first empty segment. • Pressing [Return] in a blank shorthand entry window also pops up the full flexfield window. • Users can override values generated by aliases as appropriate.

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Defining Key Flexfields Chapter 21 - Page 51

Typical Key Flexfields Using Aliases

Typical Key Flexfields Using Aliases Because aliases are used to speed up the entry of often-used value combinations, certain key flexfields in Oracle Applications are especially suited for alias entry.

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Defining Key Flexfields Chapter 21 - Page 52

Defining an Alias

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Defining Key Flexfields Chapter 21 - Page 53

Defining an Alias Template

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Defining Key Flexfields Chapter 21 - Page 54

Recompiling the Flexfield Definition

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Defining Key Flexfields Chapter 21 - Page 55

Flexfields: Shorthand Entry Profile Option

Flexfields: Shorthand Entry Values The Flexfields: Shorthand Entry profile option controls the behavior of aliases at the user level. The user has the ability to update this option as appropriate.

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Defining Key Flexfields Chapter 21 - Page 56

Flexfields: Show Full Value Profile Option

Flexfields: Show Full Value Profile Option The Flexfields: Show Full Value Profile Option allows the user to turn off the full display of a key flexfield whenever the user specifies an alias with values for all segments of the flexfield.

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Defining Key Flexfields Chapter 21 - Page 57

Modifying Existing Alias Definitions

Modifying Alias Definitions Since aliases are tied to the structure of the flexfield, any change to the flexfield structure during setup must be reflected in any aliases providing values for that flexfield. Some of the typical modifications that also require changes to aliases are shown in the slide.

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Defining Key Flexfields Chapter 21 - Page 58

Securing Value Set Access

Controlling Access to Flexfield Values by Specifying Value Security Rules Responsibilities are used within Oracle Applications to specify what operations a user can perform. Responsibilities limit the forms and reports a user can access. Responsibilities are equivalent to job descriptions and therefore usually map to data access privileges as well. Users of the same responsibility generally need to see the same data. You can define security rules to restrict users from using flexfields to enter or display certain data. Once you associate these rules with the appropriate responsibility, all users of that responsibility are restricted to the values allowed by that responsibility’s security rule. Example In the example on the slide, a company has assigned its sales force to different responsibilities according to the type of items they sell. Two of these responsibilities are Electronic Sales and Household Sales. A value set called Item Type lists all the types of items the company sells. In this case, you can easily define a security rule to restrict the users of a particular responsibility from accessing item types not appropriate for their responsibility. For example the Hshld_Goods_Only security rule allows access only to the FURN and APPL item types.

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Defining Key Flexfields Chapter 21 - Page 59

Security and Value Sets

How Value Security Works You can apply security to the value sets used by key flexfield segments, descriptive flexfields segments, and request parameters. • Security rules have no effect for segments or parameters that use value sets with a validation type of None, Special, Pair, Translatable Independent, or Translatable Dependent, or for segments without a value set. • Security rules provide data entry and querying control. Once the security rule is associated with a responsibility, a list of values displays only the values appropriate to that responsibility. • Some forms permit querying of restricted values but do not permit updating of restricted values. • Security rules apply only to data entered through the forms on which the flexfield appears. They do not apply to data created or copied automatically by the applications themselves. Therefore, be careful when loading data without using Oracle Application forms. • If you are using a parent and child value hierarchy with the Accounting Flexfield, you can enable hierarchical value security on your value sets. With hierarchical value security, any security rule that applies to a parent value also applies to its child values. Copyright © Oracle Corporation, 2007. All rights reserved.

Defining Key Flexfields Chapter 21 - Page 60

Constructing Security Rules

Security Rule Elements • Security rules are defined in terms of the values in the value set. • Certain values or value ranges are either “included” or “excluded” by a rule. • The same rule can specify both values to be included as well as different values to be excluded. • By default all values are excluded unless explicitly included, and exclusion tests override inclusion tests.

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Defining Key Flexfields Chapter 21 - Page 61

Specifying Acceptable Values

Specifying Security Rules Whenever possible, restrict access to ranges of values. Plan values carefully to make security rules easy to define. Example Assume you have a value set ACCOUNT TYPE. Since the accounts are distinguished by the account type number, you can define a rule including all account types in the 1100 account type number series. This rule can later be assigned to an appropriate responsibility to restrict users from accessing anything but cash account types.

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Defining Key Flexfields Chapter 21 - Page 62

Using Multiple Clauses

Using Multiple Elements As shown on the previous slides, you define security rules in terms of exclude or include clauses. You can combine these clauses as necessary to effect the restrictions you need. A security rule can therefore consist of one clause or many. You can apply security rules to more than one responsibility, and a single responsibility can have more than one security rule associated with it. It is not unusual for several responsibilities to share a broadly defined security rule with some of the responsibilities also having more restrictive security rules. Example The examples on the slide show two rules: one containing multiple clauses and one consisting of only one clause.

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Defining Key Flexfields Chapter 21 - Page 63

Rules with Overlapping Values

Interaction of Security Rules and Elements Since a responsibility can have multiple security rules for the same value set, it is important to consider the interaction of security rules. In a single security rule: • Everything is excluded unless explicitly included. • The clauses have a logical OR relationship to one another so that the result is a union of all included values. • If a value satisfies the criteria for both an include and an exclude, it is excluded. In multiple security rules: • More rules restrict more not less. All values must pass all security rules to be acceptable. • The different rules have a logical AND relationship to one another so that the intersection of the rule’s included values applies. • If a value satisfies the criteria for both an include and an exclude, it is excluded. Example The slide shows two examples of security rules operating on a value set. The values approved by the different rules are shown in italics. Copyright © Oracle Corporation, 2007. All rights reserved.

Defining Key Flexfields Chapter 21 - Page 64

Rules Without Overlapping Values

Rule Results Without Overlapping Ranges If the values specified by the clauses do not overlap, the result sets are different: • The result set for a responsibility with a single security rule with multiple clauses contains all values that satisfy any of the include clauses. Any excluded values are removed. • The result set for a responsibility with multiple rules contains no members if there are not any values that satisfy all the rules.

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Defining Key Flexfields Chapter 21 - Page 65

Implementing Flexfield Security

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Defining Key Flexfields Chapter 21 - Page 66

Enabling Security for a Value Set

Enable Security for a Value Set Specify either Non-Hierarchical Security or Hierarchical Security for the Security Type for the value set. Hierarchical security is only used with parent and child values with the Accounting Flexfield. With hierarchical security, a security rule that applies to a parent value also applies to its child values.

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Defining Key Flexfields Chapter 21 - Page 67

Enabling Security for a Segment

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Defining Key Flexfields Chapter 21 - Page 68

Enabling Security for a Segment

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Defining Key Flexfields Chapter 21 - Page 69

Enabling Security for a Program Parameter

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Defining Key Flexfields Chapter 21 - Page 70

Defining Security Rules

Defining Security Rules • To define security information for an existing value set, search for that value set’s definition by its value set name, or by any flexfield segment or concurrent program parameter that uses that value set. Specify how you wish to search by selecting the appropriate option. Security must be enabled for the value set, or it will not appear. • Specify include and exclude ranges for values. • An automatic exclude rule excludes all values not explicitly included. Rules without elements therefore exclude everything. • Without any rules, anyone can see and use any segment value. • On most computers, 0 < Z.

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Defining Key Flexfields Chapter 21 - Page 71

Assigning Security Rules

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Defining Key Flexfields Chapter 21 - Page 72

Assigning Security Rules

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Defining Key Flexfields Chapter 21 - Page 73

Defining Key Flexfields Summary

Summary Key flexfields are used to build identifiers required by Oracle Applications. Key flexfields allow the user to provide information needed by Oracle Applications while still structuring that information to reflect a particular business environment. The procedure for defining a key flexfield is similar to that for defining a descriptive flexfield. However, there are additional attributes for key flexfields that may also need to be defined. Additionally, key flexfields have several optional features that should be implemented where appropriate. The additional requirements and options for key flexfields include: • By using qualifiers in key flexfields you can require that certain segments and certain values be identified for processing. • You can allow security checking and integrity checking. • You can define aliases to speed data entry. • You can enter key flexfield value combinations from different windows, if allowed.

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Defining Key Flexfields Chapter 21 - Page 74

Defining Key Flexfields Summary

Summary, continued Cross-validation rules are used to restrict invalid combinations of segment values. Rules are defined by specifying the value combinations that are either allowed (included) or disallowed (excluded). Cross-validation rules are not tied to a responsibility like security rules. You can combine cross-validation rules as needed. Short aliases provide a way to speed entry of frequently used value combinations. Any key flexfield is a candidate for shorthand alias entry. You can control the access to data by defining value security rules. These rules list the allowable values for display or selection through a flexfield segment. The rules are applied to the value set defined for that flexfield segment. Once you have defined the rules, you assign them to a responsibility. All users of that responsibility are then restricted to the approved values when using the flexfield’s segment.

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Defining Key Flexfields Chapter 21 - Page 75

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Defining Key Flexfields Chapter 21 - Page 76

Using Advanced Validation Capabilities Chapter 22

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Using Advanced Validation Capabilities Chapter 22 - Page 1

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Using Advanced Validation Capabilities Chapter 22 - Page 2

Using Advanced Validation Capabilities

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Using Advanced Validation Capabilities Chapter 22 - Page 3

Objectives

Lesson Topics A previous lesson discussed creating and using value sets to check user input. You performed practices in which you defined value sets of the validation types None, Independent, and Dependent. In this lesson, you learn how to use values stored in applications tables for validation. You also learn how to restrict the set of values returned from the table. At the end of this lesson, you should be able to: • Use values retrieved from application tables for validating input • Reference profile option values when validating input • Use a value from another field on the same form for validation • Use the value from a previously used value set for validation

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Using Advanced Validation Capabilities Chapter 22 - Page 4

Overview

Overview There are several advanced techniques you can use when defining value sets for validating input. These techniques use values obtained from a location other than a list specifically defined for the value set. These locations include: • Values retrieved from an application table • The current value for a particular profile option • A value used earlier in a field on the form • A value used earlier in another value set

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Using Advanced Validation Capabilities Chapter 22 - Page 5

Advanced Validation Options

Using Advanced Validation Capabilities Besides obtaining values from an application table, you can obtain other values for validation from: • Current profile options • A prior field on the same form • A prior value set used by a segment on the same form

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Using Advanced Validation Capabilities Chapter 22 - Page 6

Table-Validated Value Sets

Using Existing Values in Application Tables for Validation • Use the values stored in application tables to provide values to flexfield segments and report parameters. • You can use a SQL WHERE clause to restrict the set of values returned. • Remember the Longlist feature for large tables. • Dependent value sets cannot use a table-validated value set as their Independent value set. Avoiding Double Maintenance • Values stored in application tables are maintained by the application. • Table validation is especially useful when values already exist in feeder systems.

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Using Advanced Validation Capabilities Chapter 22 - Page 7

Defining a Table-Validated Value Set

Defining a Table-Validated Value Set Match the format options to the values stored in the table when defining table-validated value sets. Specify which table and which columns to use for this value set in the Validation Table Information window. Value Column - Specifies the name, type, and size of the column containing the values to be used for validating. The list of values limits itself to columns matching the format choices made in the Value Sets window. Meaning Column – Contains the descriptions for the values in the Value column. Hidden ID Column - Contains non-displayed values. For example, an application ID number corresponding to the displayed application name. Many Oracle Applications key flexfields do not allow the use of the hidden ID column. Additional Columns - Any additional columns to display. You can use a column alias to provide a title for the column. Include a width indicator for the column. For example: user_formname “Form Title”(30), application_name “Application Name”(35)

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Using Advanced Validation Capabilities Chapter 22 - Page 8

Restricting Values Retrieved from a Table

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Using Advanced Validation Capabilities Chapter 22 - Page 9

Limitations on Using SQL WHERE Clauses

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Using Advanced Validation Capabilities Chapter 22 - Page 10

Using Multiple Tables for Validation

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Using Advanced Validation Capabilities Chapter 22 - Page 11

Other Advanced Validation Options

Other Advanced Validation Options Using $PROFILES$ You can reference the current value of a profile option in a WHERE clause by prefixing the name of the profile option with $PROFILES$. • :$PROFILES$.profile_option_name Using :Block.field You can test against the value of a prior field on the same form in a WHERE clause by referring to the field using the format Block_name.field_name. To find out the block and field names, click in the field and then select Help—>Tool—>Examine from the menu bar. This displays the block name and the field name for the selected field. Using $FLEX$ You can refer to the current value of a previously used value set on the same form by using $FLEX$.value_set_name.

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Using Advanced Validation Capabilities Chapter 22 - Page 12

Using $PROFILES$

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Using Advanced Validation Capabilities Chapter 22 - Page 13

Using :block.field

Using :block.field to Refer to a Field on the Base Window • Use this value set only with flexfields on windows that have the same block.field available. If the list of values cannot find the correct field, the segment cannot accept any value as valid. Do not use this value set with flexfields appearing on other windows or with report parameters. • This argument requires the same :block.field on every window where a value set based on this validation table could be used. For example, if the flexfield whose segment uses block.field validation appears on seven different windows, the same block.field must also be present on those seven forms. • If sharing value sets among multiple descriptive flexfields, all windows that use any of those flexfields must have this block.field. • Use only with Oracle Forms. OA Framework (HTML-based) pages do not support :block.field.

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Using Advanced Validation Capabilities Chapter 22 - Page 14

Using $FLEX$

Using $FLEX$ to Refer to a Value Used in a Previous Value Set • The flexfield segment or report parameter always uses the value from the Value column (not the Meaning or Hidden columns). • Because Value_set_name is case-sensitive, you must ensure that the name in the WHERE clause exactly matches the value set name defined. • Use only letters, numbers, and underscores in value set names if you want to use them with $FLEX$. • Do not use quotes, spaces, or other special characters in these value set names. • The value set must point to a previous segment in the same flexfield structure. For descriptive flexfield context-sensitive segments, the value set must point to the previous segment in the same context-sensitive structure. • Multiple $FLEX$.value_set_name statements can be used in the same WHERE clause.

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Using Advanced Validation Capabilities Chapter 22 - Page 15

Cascading Dependencies Using $FLEX$

Using Cascading Dependencies You can use the $FLEX$ keyword to create chains of validation checks called cascading dependencies.

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Using Advanced Validation Capabilities Chapter 22 - Page 16

Using Special Value Sets

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Using Advanced Validation Capabilities Chapter 22 - Page 17

Using Pair Value Sets

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Using Advanced Validation Capabilities Chapter 22 - Page 18

Summary

Summary Some value sets (for example, Independent and Dependent) have lists of approved values explicitly defined. Other types of value sets, however, can use values from other locations for validation. Using values from an application table is one example of these alternate locations. Also, the current value of a profile option can be used. The value from a previously appearing field on a form can be referenced as well. Finally, the value from a previously used value set can be used by all subsequent value sets.

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Using Advanced Validation Capabilities Chapter 22 - Page 19

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Using Advanced Validation Capabilities Chapter 22 - Page 20

Appendix - Administering Folders Chapter 23

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Appendix - Administering Folders Chapter 23 - Page 1

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Appendix - Administering Folders Chapter 23 - Page 2

Appendix - Administering Folders

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Appendix - Administering Folders Chapter 23 - Page 3

Objectives

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Appendix - Administering Folders Chapter 23 - Page 4

Folders: Definition

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Appendix - Administering Folders Chapter 23 - Page 5

Administering Folders: Topics

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Appendix - Administering Folders Chapter 23 - Page 6

Assigning a Default Folder to a Responsibility

Assign a Default Folder to a Responsibility (N) System Administrator responsibility > Application > Administer Folders Note: You must create default folders before you can perform the following functions. For information on creating default folders see (Help) User’s Guide > Forms-Based Applications > Customizing the Presentation of Data in a Folder. Note: After you save a default folder definition for a folder set, that folder set no longer appears in the list of values. Form Fields • Folder Set: Every folder set is associated with a particular folder block, and a user or responsibility can have one default folder within each folder set. The folder set name generally describes the records shown in the block; some blocks may have multiple sets of folders associated with them.

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Appendix - Administering Folders Chapter 23 - Page 7

Assigning a Default Folder to a User

Assign a Default Folder to a User (N) Application > Administer Folders Note: After you save a default folder definition for a folder set, that folder set no longer appears in the list of values. Form Fields • Source Type: Enter either User or Responsibility. Records entered in this window use the source type of User. If one of the current user’s responsibilities has default folders defined, the default folders are listed with a source type of Responsibility. User defaults override Responsibility defaults. You cannot delete Responsibility default folders in this window. • Responsibility: The Responsibility that uses this default folder definition.

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Appendix - Administering Folders Chapter 23 - Page 8

Assigning Ownership of a Folder

Form Fields (N) Application > Administer Folders • Public: This check box governs the availability of the folder to all users. • Anyone’s Default: Indicates whether this folder definition is used as a default by a user or a responsibility. If it is a default definition, use Default Assignments to view the users and responsibilities for which it is the default folder definition. • Default Assignments: The users and responsibilities that use this folder definition as a default.

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Appendix - Administering Folders Chapter 23 - Page 9

Deleting a Folder Definition

(N) Application > Administer Folders

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Appendix - Administering Folders Chapter 23 - Page 10

Summary

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Appendix - Administering Folders Chapter 23 - Page 11

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Appendix - Administering Folders Chapter 23 - Page 12

Appendix - Incorporating a Custom Program Chapter 24

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Appendix - Incorporating a Custom Program Chapter 24 - Page 1

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Appendix - Incorporating a Custom Program Chapter 24 - Page 2

Appendix - Incorporating a Custom Program

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Appendix - Incorporating a Custom Program Chapter 24 - Page 3

Objectives

Lesson Aim Oracle Applications uses concurrent programs to process and report on data stored in Oracle Applications tables. These programs are secured, processed, and managed within the Oracle Applications environment, using the operations that you have seen in other lessons. However, you can take your custom applications and programs and integrate them into the Oracle Applications environment as well. In that environment they can be secured and managed the same way as regular Oracle Applications programs. This lesson covers how to integrate user-developed programs into Oracle Applications.

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Appendix - Incorporating a Custom Program Chapter 24 - Page 4

Using Custom Programs in Oracle Applications

Integrating Custom Programs with Oracle Applications Although Oracle Applications provides you with a complete range of functionality, you may need to develop and implement your own custom programs to perform specialized processing. You can integrate such custom applications into the Oracle Applications environment so that they are processed like all your other Oracle Applications programs and reports. For example, a sales table used by Oracle Receivables can also be accessed by a user program for special reporting needs. Such a user reporting program can be added to the Oracle Applications environment.

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Appendix - Incorporating a Custom Program Chapter 24 - Page 5

Assumptions for Incorporating a New Program

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Appendix - Incorporating a Custom Program Chapter 24 - Page 6

Components of a Concurrent Program

Components of a Concurrent Program You need to define several components of a concurrent program when adding your custom program to the Oracle Applications environment. A concurrent program consists of an executable module—for example, an Oracle Reports program or a PL/ SQL procedure—and the input parameters required by the program or procedure. A concurrent program must be associated with either an existing Oracle application or a custom application. In most cases, you will associate any custom concurrent programs with a registered custom application. This protects your concurrent programs during an upgrade.

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Appendix - Incorporating a Custom Program Chapter 24 - Page 7

Adding a Custom Program to Oracle Applications

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Appendix - Incorporating a Custom Program Chapter 24 - Page 8

Identifying the Executable

Identifying the Executable (N) Concurrent > Program > Executable (Forms interface, using the System Administrator responsibility) The Concurrent Program Executable window prompts for the following information: • Executable – The name for your concurrent program executable. In the Concurrent Programs window you assign this name to a concurrent program to associate your concurrent program with your executable logic. • Short Name – The short name for your concurrent program executable. • Application – The concurrent managers use the specified application to determine in which directory structure to look for your execution file. • Execution Method – Specifies the type of program, such as a PL/SQL procedure or an Oracle Reports program. The execution method cannot be changed once the concurrent program executable has been assigned to one or more concurrent programs in the Concurrent Programs window. • Execution File Name – The operating system name of your execution file.

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Appendix - Incorporating a Custom Program Chapter 24 - Page 9

• Subroutine Name – The name of your C or Pro*C program subroutine. Only immediate programs or spawned programs using the Unified C API use this field. Note: Defining new immediate concurrent programs is not recommended. Use either a PL/SQL stored procedure or a spawned C program instead. • Execution File Path • Stage Function Parameters button – Opens a window that allows you to enter parameters for the Request set Stage Function. This button is only enabled when you select Request Set Stage Function as you Execution Method. For more information see: (Help) Applied Technology > Oracle Applications System Administration > Configuration > Overview of Concurrent Programs and Requests > Concurrent Program Executable Window

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Appendix - Incorporating a Custom Program Chapter 24 - Page 10

Creating the Concurrent Program

Concurrent Programs Window Fields (N) Concurrent > Program > Define (Forms interface, using the System Administrator responsibility) The Concurrent Program window prompts for the following information: • Program – A descriptive name for your concurrent program. This is the name you see when you view your requests in the Requests window. If this concurrent program runs through Standard Request Submission, you see this name in the Submit Requests window. • Short Name – A short name that Oracle Applications can use to associate your program with a concurrent program executable. • Application – The program’s application determines what ORACLE username your program runs in and where to place the log and output files. • Enabled – Indicate whether users will be able to submit requests to run this program and the concurrent managers will be able to run your program. Disabled programs do not display in users’ lists, and do not appear in any concurrent manager queues. • Executable: Name – The concurrent program executable for your program. The executable is defined using the Concurrent Program Executable window.

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Appendix - Incorporating a Custom Program Chapter 24 - Page 11

• Executable: Method – The execution method used by your concurrent program displays in this field. • Executable: Options – Contains options for SQL*Report programs. • Executable: Priority – Priority for this program. If you do not assign a priority, the user’s profile option Concurrent:Priority sets the request’s priority at submission time. • Request: Type – Certain concurrent managers are specialized to run only certain request types. • Incrementor – For use by Oracle Applications internal developers only. • MLS Function – The MLS function used by the program (if applicable). The Multilingual Concurrent Request feature allows a user to submit a request once to be run multiple tomes, each time in a different language. If this program utilizes this feature the MLS function determines which installed languages are needed for the request. • Use in SRS – Indicates whether this program can be run using Standard Request Submission. If this box is checked, you must register the parameters of this program. • Allow Disabled Values – For a program authorized for SRS submission, check this box to allow a user to enter disabled or outdated parameter values. • Run Alone – Check this box if your program is incompatible with other programs in its logical database and should therefore be run alone. • Restart on System Failure – Check this box if you want this program to be restarted automatically when the concurrent manager is restored after a system failure. • Enable Trace – turns on SQL tracing when program runs. • NLS Compliant – Check this box if the program allows a request to reflect a language and territory that are different from the language and territory that the user is operating in. This option should be set only by the developer of the program. The program must be NLS Compliant to utilize this feature. See: Oracle Applications Developer’s Guide. • Output Fields – Specify the handling or output from executions of this program. • Concurrent Programs Window Buttons • Copy to… - Choose this button to create another concurrent program using the same executable, request, and report information. • Session Control – Specify options for the database session of the concurrent program when it is executed. These options are used to optimize system performance. • Incompatibilities – Opens the Incompatible Programs window to define which programs should not be run when this program is running. • Parameters – Opens the Program Parameters window. For more information see: (Help) Applied Technology > Oracle Applications System Administration > Configuration > Overview of Concurrent Programs and Requests > Concurrent Programs Window Note: You can also define concurrent programs in the Oracle Applications Framework interface; using the System Administration responsibility, navigate to Concurrent (heading) > Programs.

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Appendix - Incorporating a Custom Program Chapter 24 - Page 12

Concurrent Program Parameters Window

Concurrent Programs Parameters Window Fields (N) Concurrent > Program > Define > (B) Parameters The Concurrent Program Parameters Window prompts you for the following information: • Conflicts Domain - The parameter that holds the conflicts domain used by incompatible programs. Incompatible programs may be incompatible because they run on the same data; for example, a Set of Books. The Set of Books parameter would be the Conflicts Domain. • Security Group - Used in HRMS only. • Sequence - The sequence number for the parameter that you are defining. • Parameter - The parameter name. • Enabled - Disabled parameters are not displayed at request submission time and are not passed to your program. • Validation Information: Value Set - Specify an independent, table, or non-validated value set for use in checking values passed for this parameter. • Validation Information: Default Type - If you intend to specify a default for this parameter, declare the default type. Copyright © Oracle Corporation, 2007. All rights reserved.

Appendix - Incorporating a Custom Program Chapter 24 - Page 13

• Validation Information: Default Value - For certain types of default, you can specify a default value to use. This default value appears automatically when you enter the parameter fields in the Validation region. • Validation Information: Required - Choose this box if a value for this parameter is required by your program. • Validation Information: Enable Security - If the value set for this parameter does not allow security rules, this field is display only. Otherwise, you can choose to apply any security rules defined for this value set to affect your parameter list also. • Validation Information: Range - Choose either Low or High if you want to validate your parameter value against the value of another parameter in this structure. • Display - Indicates whether to display this parameter in the Parameters window when a user submits a request to run this program form the Submit Requests window. • Display: Display Size – The field length in characters for this parameter. The user sees and and fills in the field in the Parameters window launched from the Submit Request window. • Display: Description Size – The display length in characters for the parameter value description. • Display: Prompt – The prompt to appear in the Parameter window of the Submit Request window. • Display: Concatenated Description Size - The length for the parameter value description field. This field displays all the parameter values as a concatenated string. • Token – Refers to the name of a keyword or parameter for an Oracle Reports program. Entries in this field are case-sensitive. Any values entered in this field must exactly match the value expected by the Oracle Reports program. For a complete description of the fields in this window see: (Help) Applied Technology > Oracle Applications System Administration > Configuration > Overview of Concurrent Programs and Requests > Concurrent Programs Window > Concurrent Program Parameters Window

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Appendix - Incorporating a Custom Program Chapter 24 - Page 14

Associating a Program with a Request Group

Associate a Program with a Request Group (N) Security > Responsibility > Request Request Group Window Fields For the definition of the fields in this window see: (Help) Applied Technology > Oracle Applications System Administration > Configuration > Overview of Concurrent Programs and Requests > Request Group Window

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Appendix - Incorporating a Custom Program Chapter 24 - Page 15

Submitting the Concurrent Program

(N) Requests > Run

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Appendix - Incorporating a Custom Program Chapter 24 - Page 16

Summary

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Appendix - Incorporating a Custom Program Chapter 24 - Page 17

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Appendix - Incorporating a Custom Program Chapter 24 - Page 18

Appendix - Incorporating Custom Help Files Chapter 25

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 1

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 2

Appendix - Incorporating Custom Help Files

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 3

Objectives

Lesson Aim Oracle Applications uses an extensive network of help files to give users immediate online assistance. You can customize these help files by manipulating the files supplied by Oracle, or by adding your own to the system. This lesson covers how to integrate customized help files into Oracle Applications.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 4

Customizing Help

Overview of Customizing Help Files In order to customize help files you first must download them into an area for manipulation. Oracle Applications provides the Help System Utility to download files. Oracle Applications help files are in HTML format, making them easy to modify using a commercial web browser/editor such as Netscape Navigator. You can also add HTML and GIF files of your own. Oracle Applications help files use a special link syntax that points the links to anchors within files rather than to the files themselves. This method ensures that hypertext links will not be broken if files are renamed or split. This lesson explains how to use this syntax, although it is not required for your custom help files. When your changes are complete, use the Help System Utility to upload the files back to the appropriate Oracle Applications directory. Rebuild the Search Index and use the Help Builder applet to update the navigation tree with your new files.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 5

Oracle Applications Help System Utility

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 6

Help System Utility Setup: Define Directory Paths

Set Profile Options Before using the Help System Utility you must define the upload and download directory paths. Oracle Applications provides profile options for you to set these paths. Use the profile option Help Utility Download Path to define the directory location to which the Help System Utility will download files. Use the Help Utility Upload Path to define the directory location from which your customized files will be transferred back into the Oracle Applications Help System.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 7

Downloading Help Files

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 8

Identify Help Files for Customization

Identify Help Files Help files are downloaded by file name. To identify the specific file that you want to customize, open the document in the Oracle Applications Help System. Use the view source function of your browser to view the HTML source code. The source information will include the file name. For example, the topic “ Downloading and Uploading Help Files” in the help system is found by navigating from the Help Library Tree to Applied Technology > Oracle Applications System Administration > Configuration > Customizing Help > Downloading and Uploading. View the source of this file and you will see the following header comments: As you can see in the example, the file name is SYS00032663.htm. Copyright © Oracle Corporation, 2007. All rights reserved.

Appendix - Incorporating Custom Help Files Chapter 25 - Page 9

Identify the Language and Product of the Files

Identify the Language and Product of the Help Files To identify the language and product of the help file, use the source document URL. The source document URL contains the language, the product name, and the anchor or target name. Using this help file as an example again, the URL contains the string “OA_HTML/help/topics/iHelp/HelpServlet/US/FND/@ht_updown”. The nodes in the above string identify the language as US, the product name as FND, and the target name as ht_updown.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 10

Downloading Help Files for Editing

Downloading Help Files for Editing To download files, use the Oracle Applications Help Administration page for the Help System Utility. You can access it from the System Administration responsibility: Select “Help Download” under Help Administration. The File Download page appears. Follow these steps to download a single help file: 1. Select Single File Download. 2. Enter search criteria for the file you want. 3. Select the file you want from the search results, and select Download. Follow these steps to download multiple help files: 1. Select Bulk Files Download. 2. Enter in the Target Directory and Filter Options as appropriate. 3. Select Download.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 11

Linking Help Files

Oracle Applications Special Link Syntax: Overview The Oracle Applications help system supports a special syntax for hypertext links that keeps them working even when files are renamed or split into parts. Links in Oracle Applications help files point at a named anchor contained in the file rather than the filename itself. The help system resolves the anchorname to file link dynamically, every time a link is negotiated. Information on which files contain which anchornames is put into the help system automatically on upload. Authors must ensure that anchornames are unique across an application’s help files to prevent duplicate links. It is not required that you use Oracle’s special syntax for your custom help files. If you prefer, you can always use conventional hypertext links based on filename.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 12

Special Syntax versus Conventional HTML

Using the Special Syntax The conventional HTML example would allow the user to jump forward to a section with the anchorname “widgets.” Oracle Applications help files extend this HTML syntax to create links not only within, but also between help files. To link to a file that contains a particular named anchor, you simply place an “@” before the anchorname. To link to the precise spot within the file where the anchor appears, you append a pound sign followed by the anchorname, just as you would in conventional HTML.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 13

Cross-Application Links

Using the Special Links Syntax Across Applications In the Oracle Applications help system, all help files associated with a particular application exist in the same directory, as far as their URL is concerned. Help files associated with other applications exist in directories named after the application’s short name. All these application directories are at the same level in the help system. To create a link that goes to a help file associated with a different application, you create a relative link that goes up a level to the parent of all help application directories, and then back down through the other application’s directory, before concluding with Oracle Applications’ special link syntax.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 14

Related Topics Links

Related Topics Links Links are not limited to a single target in the Oracle Applications help system. You can point your links at multiple topics and files by using Related Topics links. When a user negotiates a Related Topics link, a page headed “Related Topics” appears containing a list of the related page links.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 15

Related Topics Links Syntax

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 16

Uploading Your New or Changed Help Files

Note If you have created a new application with new help files that you are uploading for the first time, you must use the Generic File Manager Access Utility (FNDGFU) to upload these files. See (Help) Applied Technology > Oracle Applications System Administration > Configuration > Loaders > Generic File Manage Access Utility for additional information.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 17

File Upload Steps

File Upload Steps There are four types of files that you would generally upload to the help system. These are: • HTML files (all HTML files must have a .htm extension) • GIF graphics files (must have a .gif extension) • Adobe Acrobat Files (must have a .pdf extension) • Cascading Style Sheets (must have a .css extension) Follow these steps to upload a single customized help file: 1. Place the customized file in a location accessible from your desktop. 2. Navigate to the Help Upload page of the Help System Utility. From the System Administration responsibility, select “Help Upload” under Help Administration. The File Upload page appears. 3. Specify the file to upload. 4. Specify the application to which it belongs, and its customization level (typically 100 or above, indicating it is a customized file). 5. Select Upload. Follow these steps to upload multiple help files (bulk upload): Copyright © Oracle Corporation, 2007. All rights reserved.

Appendix - Incorporating Custom Help Files Chapter 25 - Page 18

1. Copy the customized files to the appropriate product folder in the upload directory. For example, if you customized six help files for Accounts Receivable, copy the six files to the \US\AR directory. You must copy the files to the correct product folder for the Oracle Applications Help System Utility to place the files in the correct location within the Oracle Applications Help System. 2. Navigate to the Help Upload page of the Help System Utility. From the System Administration responsibility, select “Help Upload” under Help Administration. The File Upload page appears. 3. Specify the Source Directory for the files. 4. Specify the application and the customization level (typically 100 or above, indicating these are customized files). 5. Select Upload. The Help Utility uploads the help files for the application you selected. All files located in the directory for the selected language and application will be uploaded.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 19

Updating the Search Index

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 20

Creating Reports

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 21

Running Reports

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 22

Customizing Help Navigation Trees

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 23

Help Builder Functions

Help Builder To access the Help Builder, you can use the System Administration responsibility and select Help Builder under Help Administration.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 24

The Help Builder

The Help Builder User Interface The Help Builder window default view consists of three panes. The left pane displays the tree that is currently selected. Use this area to manipulate your tree by adding nodes, deleting nodes, and dragging nodes into the positions desired. The top right pane displays items matching the searches you have performed using the Find Documents or Find Trees functions. Switch from the Trees to the Documents display by clicking on the tabs. The bottom right pane is the Properties Pane. This area displays the properties of the item (root, node, or document) currently selected. Those properties displaying enabled fields can be updated.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 25

Opening a Tree for Editing

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 26

Adding New Help Files to a Tree

Adding New Help Files to a Tree Documents are listed by target name. Therefore if a file contains multiple targets the file will be listed multiple times. Be sure to choose the target or anchorname that corresponds to the topic you want to add. If the topic you want to add is not the header target of the file, but a target within the document, you must supply the special link syntax in the Data field of the Properties Pane. For example, the target name might appear in the Data field as @ht_updown. To link directly to this anchor from the tree you will add #ht_updown to the end of the anchorname. The resulting entry in the Data filed will be @ht_updown#ht_updown.

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 27

Adding New Nodes to a Tree

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 28

For Further Information

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 29

Summary

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Appendix - Incorporating Custom Help Files Chapter 25 - Page 30

Guided Demonstrations and Practices Chapter 26

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Guided Demonstrations and Practices

Chapter 26 - Page 1

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Guided Demonstrations and Practices

Chapter 26 - Page 2

Guided Demonstrations and Practices

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Guided Demonstrations and Practices

Chapter 26 - Page 3

Practice - Users Overview You are part of the final acceptance testing committee. Specifically, you have been assigned a series of System Administration tasks that you will be implementing over the course of this final week of testing. Your task is to create an Application user that you will utilize over the course of your testing. •

Create the user

•

Assign responsibilities to the user

•

Test the user

In order to facilitate all the testing you will accomplish over this week, you will preface ALL your exercises with your initials (e.g., JSCS for Jane S.C. Smith). This will help you find the specific data you have created.

Tasks Create the User 1.

Use the information below to define your new user signon. •

User Name: YourInitialsUser (e.g., JSCSUSER)

•

Password: WELCOME (re-enter to verify)

•

Description: Your Name System Administrator

•

Password Expiration: 30 days

•

Effective Dates: Today

•

Effective Dates: 3 month from today

Assign Responsibilities 2.

Assign the following Responsibilities to your user. •

System Administrator

•

System Administration

•

Application Developer Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 4

3.

•

Functional Administrator

•

Functional Developer

•

General Ledger Super User

Accept the defaults for all other fields. Use the Security Group "Standard" for a responsibility if none defaults in.

Test your User 4.

Sign on again using your username with WELCOME as the password.

5.

Change the password when prompted. You change the password by typing the old password, (WELCOME), and then assigning a new password. You will re-type the new password to verify.

6.

Verify all the responsibilities you defined in Step 2 are available.

Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 5

Solution - Users Create the User Responsibility: System Administrator 1.

Log in to Oracle Applications with user name “SYSADMIN” and password “SYSADMIN”.

2.

Select the System Administrator responsibility under the “Applications” heading of the Navigate region of the Personal Home Page.

3.

Navigate to the Users form: (N) Security > User > Define.

4.

Enter the fields as described in the instructions. •

User Name: YourInitialsUser (e.g., JSCSUSER)

•

Password: WELCOME (re-enter to verify)

•

Description: Your Name System Administrator

•

Password Expiration: 30 days

•

Effective Dates: Today

•

Effective Dates: 3 month from today

Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 6

Assign Responsibilities 5.

Assign the following Responsibilities to your user. •

System Administrator

•

System Administration

•

Application Developer

•

Functional Administrator

•

Functional Developer

•

General Ledger Super User

Note: Use the Direct Responsibilities tab. The Indirect Responsibilities are assigned via Oracle User Management. 6.

Click the Save icon to save your work. Your completed form should look similar to the example shown in the slide.

Test your User 7.

Close the Users form. Choose File > Exit Oracle Applications to return to the home page. Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 7

8.

Return to the login page.

9.

Use your new login and password (WELCOME) to log in again. You will be prompted to change your password. Be sure to note your user name and new password for use in later practices.

10. Verify that you have the correct Responsibilities displayed, and select the System Administrator Responsibility. (Note: Depending on your setup, the Home Page may differ from the illustration).

Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 8

Practice - Data Groups Overview Now that you have a functional user, your next assignment is to create a test area for customizations. In order to do that, you will have to complete several steps. •

Register your custom application.

•

Associate your new application to the Standard data group.

Tasks Register your Custom Application 1.

Create your new custom application. Remember to put your initials at the front of your data entries to keep your data unique. •

Application: YourInitials Custom Application

•

Short Name: Your Initials (e.g., JSCS)

•

Base Path: FND_TOP (Note: For class purposes we are using a predefined basepath. If you were defining a true custom application, this would be a unique basepath.)

•

Description: YourInitials Custom Application

Associate Your Custom Application to the Standard Data Group 2.

Query up the Standard Data Group from the database.

3.

Associate your custom application to the Standard data group.

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Guided Demonstrations and Practices

Chapter 26 - Page 9

Solution – Data Groups Register your Custom Application Responsibility: System Administrator 1.

If not currently logged in, log in to Oracle Applications with your user.

2.

(N) Application > Register

3.

Enter your Application: YourInitials Custom Application (e.g., JSCS Custom Application)

4.

Enter your Short Name: YourInitials (e.g., JSCS)

5.

Enter the Basepath: FND_TOP

6.

Enter your Description: YourInitials Custom Application

7.

Save your work and close the form

Associate Your Custom Application to Standard Data Group 8.

Navigate to (N) Security > ORACLE > DataGroup.

9.

Place your cursor in the Data Group field and query the Standard data group by selecting View from the application menu > Query By Example > Enter.

10. Enter “Standard” in the Data Group field and then execute the query by selecting View from the application menu > Query By Example > Run. 11. Ensure your cursor is in the Application field and click the New toolbar icon or select New from the File menu to add a row. 12. Select your custom application name from the list of values for the Application field. 13. Select APPS from the list of values for the Oracle ID field. 14. Save your work. Your window should look like the example shown below. Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 10

Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 11

Practice - Menus Overview The committee wants you to test the Menu processes. Specifically, they want you to create a System Auditor responsibility, and to create a custom menu to assign to that responsibility. In this testing process you will implement the following. •

Create a custom menu with several functions and submenus

•

View your custom menu using the Menu Viewer

•

Create a System Auditor responsibility, and associate your new menu to that responsibility

•

Assign the System Auditor to a new user and test the user and responsibility.

Tasks Create your Level 3 Menu Menus in Oracle Applications must be created bottom-up. Your first task is to create your lowest level menu. 1.

Create a new menu. Remember to put your initials at the front of your data entries to keep your data unique. •

Menu Name: YourInitials_FLEX_SECURITY (e.g., JSCS_FLEX_SECURITY)

•

User Menu Name: YourInitials Flexfield Security (e.g., JSCS Flexfield Security)

•

Menu Type: Standard

•

Description: Define and Assign Flexfield Security Rules Seq

Prompt

Function

Description

Grant

10

Define

Flexfield Security Rules

Define Flex Security Rules

Checked

20

Assign

Assign Flexfield Security Rules

Assign Flex Security Rules

Checked

Create your Level 2 Menu 2.

Create a new menu. Remember to put your initials at the front of your data entries to keep your data unique. •

Menu Name: YourInitials_RESPONSIBILITY (e.g., JSCS_RESPONSIBILITY)

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Guided Demonstrations and Practices

Chapter 26 - Page 12

•

User Menu Name: YourInitials Responsibility (e.g., JSCS Responsibility)

•

Menu Type: Standard

•

Description: Define Responsibilities, Request Groups, and Security Rules Seq

Prompt

10

Submenu

Function

Description

Grant

Define Responsibilities

Responsibilities

Define Responsibilities

Checked

20

Request Group

Request Groups

Define Request Groups

Checked

30

Flexfield Security

Define and Assign Flex Security Rules

Checked

YourInitials Flexfield Security

Create your Level 1 Menu 3.

4.

Create a new menu. Remember to put your initials at the front of your data entries to keep your data unique. •

Menu Name: YourInitials_TOP_SYSTEM_AUDITOR

•

User Menu Name: YourInitials Top System Auditor

•

Menu Type: Standard

•

Description: Custom System Auditor Menu Seq

Prompt

Submenu

Description

Grant

10

Users

User Menu – System Administrator GUI

Define and Monitor Users

Checked

20

Responsibilities

30

Personal Profile

Profile User Values

View/Update Personal Profile Options

Checked

40

Requests

Standard Report Submission and View report (privileged) 4.0

Run and View Requests, Define Request Sets

Checked

Define Responsibilities, Request YourInitials Responsibility (i.e., Your Groups, Security Rules Level 2 Menu)

Checked

View your new menu in the Menu Viewer.

Create your System Auditor Responsibility 5.

Create a new responsibility. Remember to put your initials at the front of your data entries to keep your data unique. Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 13

•

Responsibility Name: YourInitials System Auditor

•

Application: Application Object Library

•

Responsibility Key: YourInitials_SYSTEM_AUDITOR (e.g., JSCS_SYSTEM_AUDITOR)

•

Description: YourInitials System Auditor

•

Effective Date: From: Today

•

Effective Date: To: (leave blank)

•

Available From: Oracle Applications (default)

•

Data Group Name: Standard

•

Data Group Application: Application Object Library

•

Menu: YourInitials_TOP_SYSTEM_AUDITOR (i.e.,Your Level 1 Menu)

•

Request Group: (leave blank)

Create your System Auditor User 6.

7.

Create a new user. Remember to put your initials at the front of your data entries to keep your data unique. •

User Name: YourInitials_SYSTEM_AUDITOR

•

Password: WELCOME

•

Description: System Auditor

•

Responsibility: YourInitials System Auditor (use the security group "Standard")

Test the new user, new responsibility, and new menu to ensure that they are working properly.

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Guided Demonstrations and Practices

Chapter 26 - Page 14

Solution - Menus Create your Level 3 Menu Responsibility: System Administrator 1.

If necessary, log in to Oracle Applications and select the System Administrator responsibility.

2.

(N) Application > Menu.

3.

Enter the appropriate data for your Level 3 menu.

4.

•

Menu Name: YourInitials_FLEX_SECURITY (e.g., JSCS_FLEX_SECURITY)

•

User Menu Name: YourInitials Flexfield Security (e.g., JSCS Flexfield Security)

•

Menu Type: Standard

•

Description: Define and Assign Flexfield Security Rules Seq

Prompt

Function

Description

Grant

10

Define

Flexfield Security Rules

Define Flex Security Rules

Checked

20

Assign

Assign Flexfield Security Rules

Assign Flex Security Rules

Checked

Save your work. You should see a note indicating that your request has been submitted to recompile your menu. Click (B) OK to acknowledge the note. Your work should look similar to the following.

Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 15

Create your Level 2 Menu 5.

Click the New Record icon to create your Level 2 menu.

6.

Enter the appropriate data for your Level 2 menu.

7.

•

Menu Name: YourInitials_RESPONSIBILITY (e.g., JSCS_RESPONSIBILITY)

•

User Menu Name: YourInitials Responsibility (e.g., JSCS Responsibility)

•

Menu Type: Standard

•

Description: Define Responsibilities, Request Groups, and Security Rules Seq

Prompt

10

Submenu

Function

Description

Grant

Define Responsibilities

Responsibilities

Define Responsibilities

Checked

20

Request Group

Request Groups

Define Request Groups

Checked

30

Flexfield Security

Define and Assign Flex Security Rules

Checked

YourInitials Flexfield Security

Save your work and click (B) OK to the note window indicating that your request has been submitted to recompile your menu in the database. Your work should look similar to the following.

Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 16

Create your Level 1 Menu 8.

Click the New Record icon to create your Level 1 menu.

9.

Enter the appropriate data for your Level 1 menu. •

Menu Name: YourInitials_TOP_SYSTEM_AUDITOR

•

User Menu Name: YourInitials Top System Auditor

•

Description: Custom System Auditor Menu

•

Menu Type: Standard Seq

Prompt

Submenu

10

Users

20

Responsibilities

30

Personal Profile

40

Requests

Function

Description

Grant

User Menu – System Administrator GUI

Define and Monitor Users

Checked

YourInitials Responsibility (i.e., Your Level 2 Menu)

Define Responsibilities, Request Groups, Security Rules

Checked

Profile User View/Update Personal Checked Values Profile Options Standard Report Submission and View report (privileged) 4.0

Run and View Requests, Define Request Sets

Checked

10. Save your work and click (B) OK to the note window indicating that your request has been submitted to recompile your menu in the database. Your work should look similar to the following.

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Guided Demonstrations and Practices

Chapter 26 - Page 17

11. Click the (B) View Tree… to see your new menu in the Menu Viewer. Your menu tree should appear similar to the example shown in the slide. Close the Menu Viewer when done.

Create your System Auditor Responsibility 12. If necessary, log in to Oracle Applications and select the System Administrator responsibility. 13. Navigate to (N) Security > Responsibility > Define 14. Enter the appropriate data for your responsibility. •

Responsibility Name: YourInitials System Auditor Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 18

•

Application: Application Object Library

•

Responsibility Key: YourInitials_SYSTEM_AUDITOR (e.g., JSCS_SYSTEM_AUDITOR)

•

Description: YourInitials System Auditor

•

Effective Date: From: Today

•

Effective Date: To: (leave blank)

•

Available From: Oracle Applications (default)

•

Data Group Name: Standard

•

Data Group Application: Application Object Library

•

Menu: YourInitials Top System Auditor (i.e.,Your Level 1 Menu)

•

Request Group: (leave blank)

15. Save your work. Your work should look similar to the following.

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Guided Demonstrations and Practices

Chapter 26 - Page 19

Create your System Auditor User 16. If necessary, log in to Oracle Applications and select the System Administrator responsibility. 17. Navigate to (N) Security > User > Define 18. Enter the appropriate data for your user. •

User Name: YourInitials_SYSTEM_AUDITOR

•

Password: WELCOME

•

Description: System Auditor

•

Responsibility: YourInitials System Auditor

19. Save your work. Your work should look similar to the following.

20. Test the new user, new responsibility, and new menu to ensure that they are working properly. Exit Oracle Applications and return to your home page. 21. Click on the Exit icon to open the login screen.

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Guided Demonstrations and Practices

Chapter 26 - Page 20

22. Sign on again using your new login. You will be required to change your password. Note your user name and password for future access. 23. From the home page, click on YourInitials System Auditor responsibility. 24. Verify that your Navigator menu contains the correct items. Your screen should appear similar to the example shown in the slide.

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Guided Demonstrations and Practices

Chapter 26 - Page 21

Practice - Query-Only Forms Overview The committee has evaluated the System Auditor responsibility you created. The responsibility has access to create new Responsibilities and make changes to existing ones and the committee has decided the auditor should have the ability to only view responsibilities. In this test process you will do the following: •

Create a query-only version of the Responsibilities function

•

Replace the Define Responsibilities function with this query-only function on your existing System Auditor menu

Tasks Create your Query-Only Function 1.

Create a new Form Function. Remember to put your initials at the front of your data entries to keep your data unique. •

Function: YourInitials_FNDSCRSP (e.g., JSCS_FNDSCRSP)

•

User Function Name: Your Initials View Responsibilities

•

Description: View Responsibilities

•

Type: Form

•

Form: Define Responsibility

•

Application: Application Object Library

•

Parameters: QUERY_ONLY=YES

Assign your Query-Only Function to your Existing System Auditor Menu 1.

2.

Query the YourInitials_RESPONSIBILITY menu in the Menu form. Replace the prompt, function and description for Seq 10 Define Responsibilities. Seq

Prompt

Function

Description

Original

10

Define Responsibilities

Responsibilities

Define Responsibilities

Replace with

10

View Responsibilities

YourInitials View Responsibilities

View Responsibilities

Log in as your System Auditor and test your query-only form. Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 22

Solution - Query-Only Forms Create your Query-Only Function Responsibility: System Administrator 1.

If necessary, log in to Oracle Applications and select the System Administrator responsibility.

2.

(N) Application > Function.

3.

Enter the appropriate data for your new Form Function. Description tab: − Function: YourInitials_ FNDSCRSP (e.g., JSCS_FNDSCRSP) − User Function Name: YourInitials View Responsibilities − Description: View Responsibilities

Properties tab: − Type: Form − Maintenance Mode Support: None − Context Dependence: Responsibility

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Guided Demonstrations and Practices

Chapter 26 - Page 23

Form tab: − Form: Define Responsibility − Application: Application Object Library − Parameters: QUERY_ONLY=YES 4.

Save your work. Your work should look similar to the following.

Assign your Query-Only Function to your Existing System Auditor Menu 5.

If necessary, log in to Oracle Applications and select the System Administrator responsibility.

6.

Navigate to (N) Application > Menu.

7.

Query the YourInitials_RESPONSIBILITY menu in the Menu form.

8.

9.

•

Put the form in query mode by pressing F11 or by selecting (M) View > Query by Example > Enter.

•

Enter YourInitials_RESPONSIBILITY in the Menu Name field and execute your query by pressing Ctrl-F11 or by selecting (M) View > Query by Example > Run.

Replace the prompt, function and description for Seq 10 Define Responsibilities. Seq

Prompt

Function

Description

Original

10

Define Responsibilities

Responsibilities

Define Responsibilities

Replace with

10

View Responsibilities

YourInitials View Responsibilities

View Responsibilities

Save your work. Your work should look similar to the following.

Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 24

10. Exit the Personal Home Page and Oracle Applications. 11. Log in as YourInitials System Auditor. 12. Your menu should be similar to the example shown in the slide.

13. Test your query-only form. Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 25

Navigate to (N) View Responsibilities to open the query-only Responsibilities window. To perform a search on responsibilities, select View > Find… from the application menu to open the “Find” responsibilities window. You can query up a responsibility, for example “System Administrator”, and view the details of the selected responsibility in the read-only Responsibilities window without being able to update it.

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Guided Demonstrations and Practices

Chapter 26 - Page 26

Practice - Responsibilities Overview The committee wants you to test creating a special, limited responsibility for an assistant System Administrator. The steps are as follows: •

Create a new responsibility

•

Modify the responsibility by excluding functions and menus from its menu

•

Assign the new responsibility to a new user

•

Assign the new responsibility to your existing user

Tasks Create New Responsibility 1.

Create a new responsibility. Remember to put your initials at the front of your data entries to keep your data unique. •

Responsibility Name: YourInitials Assistant System Administrator

•

Application: Application Object Library

•

Responsibility Key: YourInitials_ASST_SYSADMIN (e.g., JSCS_ASST_SYSADMIN)

•

Description: Assistant System Administrator

•

Available From: Oracle Applications

•

Data Group: Standard

•

Data Group Application: Application Object Library

•

Menu: Navigator Menu - System Administrator GUI

•

Request Group: (leave blank)

Exclude Functions from Menu 2.

Modify access to certain menus and functions for your new Responsibility by excluding the items below. Menu or Function Names to exclude: •

Function, Monitor Application Users Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 27

•

Function, Responsibilities

•

Function, Web Enabled PL/SQL

•

Menu, NAVSECVAL4.0

•

Menu, ORACLE Menu – System Administrator GUI

•

Menu, AuditTrail Menu – System Administrator GUI

•

Menu, Concurrent Menu – System Administrator GUI

•

Menu, Profile Menu – System Administrator GUI

•

Menu, Application Menu – System Administrator GUI

•

Menu, Install Menu – System Administrator GUI

•

Menu, Workflow Administrator

Assign Responsibility to New User 3.

4.

In order to test this new responsibility, create a new user signon for your assistant system administrator and assign your newly created responsibility to this user. Use the information listed below. •

User Name: YourInitials_ASSIST_SA (e.g., JSCS_ASSIST_SA)

•

Password: WELCOME (re-enter to verify)

•

Description: YourInitials Assistant System Administrator

•

Choose the Responsibility: YourInitials Assistant System Administrator (specify security group "Standard")

Once you have defined it, sign off and back on using the new signon. Check that all the specialized responsibilities and exclusions that you intended apply to this new user.

Add Responsibility to Existing User 5.

Query your user (YourInitialsUser) you created, and add this responsibility to that user.

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Guided Demonstrations and Practices

Chapter 26 - Page 28

Solution - Responsibilities Create New Responsibility Responsibility: System Administrator 1.

If not currently logged in, log in to Oracle Applications with your user.

2.

(N) Security > Responsibility > Define.

3.

Enter the following data for your responsibility:

4.

•

Responsibility Name: YourInitials Assistant System Administrator

•

Application: Application Object Library

•

Responsibility Key: YourInitials_ASST_SYSADMIN

•

Description: Assistant System Administrator

•

Available From: Oracle Applications

•

Data Group: Standard

•

Data Group Application: Application Object Library

•

Menu: Navigator Menu – System Administrator GUI

Save your work.

Exclude Functions from Menu 5.

Navigate to the Menu Exclusions tab of the window.

6.

Click on Type of exclusion – Function or Menu – then use the list of values to select the appropriate function or menu to exclude in the name column. Continue until all items listed are excluded. Note: For each of the responsibilities shown below, ignore the Excluded Items and Security Attributes tabbed regions. •

Function, Monitor Application Users

•

Function, Responsibilities

•

Function, Web Enabled PL/SQL

•

Menu, NAVSECVAL4.0 Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 29

•

Menu, ORACLE Menu – System Administrator GUI

•

Menu, AuditTrail Menu – System Administrator GUI

•

Menu, Concurrent Menu – System Administrator GUI

•

Menu, Profile Menu – System Administrator GUI

•

Menu, Application Menu – System Administrator GUI

•

Menu, Install Menu – System Administrator GUI

•

Menu, Workflow Administrator

7.

Click Save to save this responsibility.

8.

Close the Responsibilities form.

Assign Responsibility to New User 9.

Navigate to (N) Security > User > Define

10. Use the information listed below to create your new assistant system administrator user: •

User Name: YourInitials_ASSIST_SA (e.g., JSCS_ASSIST_SA). Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 30

•

Password: WELCOME (re-enter to verify).

•

Description: YourInitials Assistant System Administrator

•

Responsibility: YourInitials Assistant System Administrator

11. Save your work. 12. Close the Users form. 13. Exit Oracle Applications and exit the home page. 14. Enter your new user name and password. You will be prompted to change your password. 15. From the home page, select YourInitials Assistant System Administrator responsibility. 16. Review the menu items for your new responsibility and verify the correct items appear.

Add Responsibility to Existing User 17. Navigate to the Users form (N) Security > User > Define.

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Guided Demonstrations and Practices

Chapter 26 - Page 31

18. Put the form in query mode by pressing F11 or by selecting (M) View > Query by Example > Enter. 19. Enter the user name you created in the Name field (i.e., YourInitialsUser) and execute your query by pressing Ctrl-F11 or by selecting (M) View > Query by Example > Run. 20. Navigate to the Responsibilities tab. 21. Insert a new record by clicking the New icon on the toolbar, and select YourInitials Assistant System Administrator. 22. Save your work.

Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 32

Guided Demonstration - Data Security Policy Example Responsibility: User Management This guided demonstration shows a data security policy implementation and its definition. View a Data Security Policy Implementation You must log in as the SYSADMIN user to access the User Management responsibility. 1. Navigate to the function Roles & Role Inheritance. 2.

Expand Roles & Responsibilities on this page.

3.

Expand Security Administration.

4.

Click on “Update” for the Customer Administrator role.

5.

Click on the “User Administration privileges” link to show details for the grant defined for the set of users shown, “People in the Administrator's own Organization”.

Responsibility: Functional Developer 1.

Navigate to the Functional Developer responsibility.

2.

In the Objects page, perform a search for the object with the code UMX_PERSON_OBJECT.

3.

Click on the object name to view its details.

4.

Navigate to the Object Instance Set subtab.

5.

Click on the name “People in the Administrator’s own Organization” to view the details of this object instance set.

6.

Note the predicate. The SQL statement queries the set of users based upon the party relationships defined in TCA (the organization).

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Guided Demonstrations and Practices

Chapter 26 - Page 33

Guided Demonstration - Creating Role Categories Login: sysadmin/sysadmin Responsibility: User Management 1.

(N) Role Categories > (B) Update

2.

Select (B) Add Another Row in the Lookup Codes region.

3.

Enter the required information in the Lookup Codes fields. In this case, the name is “Administration” and the description can be something about a general category for administration roles.

4.

Save the change by selecting (B) Apply.

5.

Click the Role Categories tab to view the newly created “Administration” role category.

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Guided Demonstrations and Practices

Chapter 26 - Page 34

Practice - Creating a Role and Placing it in a Role Inheritance Hierarchy Overview In this practice, you will create a new role and place it in a role inheritance hierarchy. Business Scenario: Vision Inc. is a computer systems company. The company offers its customers a full range of computer systems and office equipment. Additionally, the company offers an array of services to support its customers' products. Vision has decided to implement Oracle User Management to have a flexible and scalable system for managing access privileges and user accounts. The company wants to distribute some of its security and administrative tasks to local administrators instead of having the system administrator retain them exclusively. To accomplish this, the company will create roles for a partner administrator, a security administrator, and a customer administrator. Individuals who are assigned these roles will manage a discrete subset of the company’s users, roles, and external contacts. As part of the implementation team, you need to perform the following tasks: •

Create a Customer Administrator role

•

Place this role in a role inheritance hierarchy

•

Setup delegated Administration for the role

•

Grant the User Maintenance UIs to the role

•

Grant the appropriate permissions for the role so that assignees can perform specific actions on the users they manage

•

Create a registration process for the role so that users can request it via self service

•

Log on as a user and request the role

Assumptions •

Some parts of Oracle User Management have already been implemented, including the Partner Administrator and Security Administrator roles as well as the User Management responsibility and several permissions.

•

Oracle User Management ships with seeded roles including Partner Administrator, Security Administrator, and Customer Administrator. Assume for the purposes of this course, the Customer Administrator role does not exist, and the students must create it. Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 35

Tasks Assign Security Administrator Role Assign the Security Administrator Role to the “YourInitialsUser” to enable the User Management responsibility for your user. Create a Role Within a Desired Role Category Create a customer administrator role called “YourInitials Course Administrator” within the Security Administration Role Category. Place the Role in a Role Inheritance Hierarchy After creating your Course Administrator role, you will need to place it in a role inheritance hierarchy so that it is inherited by the Partner Administrator role and it inherits the User Management Responsibility.

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Guided Demonstrations and Practices

Chapter 26 - Page 36

Solution – Creating a Role and Placing it in a Role Inheritance Hierarchy Assign the Security Administrator Role to Your User Login: sysadmin/sysadmin Responsibility: User Management 1.

(N) User Management > Users

2.

Search User Name: YourInitialsUser (e.g., JSCSUSER)

3.

•

Click (B) Go

•

Select the Update icon

Click (B) Assign Roles •

Search by Roles and Responsibilities: Security

•

Click (B) Go

•

Select Security Administrator

•

Click (B) Select

•

Justification: Provide a justification (e.g., job requires role)

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Guided Demonstrations and Practices

Chapter 26 - Page 37

4.

Click (B) Apply to apply and save your work.

5.

Logout as the sysadmin user.

6.

Login as YourInitialsUsers (e.g., JSCSUSER), verify you have the User Management responsibility

Create a Role within a Role Category Responsibility: User Management 7.

(N) Roles & Role Inheritance > (B) Create Role Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 38

8.

Enter the following information: − Category: Security Administration − Role Code: YourInitials_COURSE_ADMINISTRATOR − Display Name: YourInitials Course Administrator − Description: Duplicate of the Customer Administrator role for course purposes. − Application: Application Object Library − Date From: Leave the default date − Date To: Leave Blank

9.

Click (B) Apply to save your work.

Place the Role in a Role Inheritance Hierarchy 10. Expand “All Roles, Responsibilities, and Groups” category. 11. Expand “Roles and Responsibilities” category. 12. Expand “Security Administration” category. 13. Select the Add Node icon on the “Partner Administrator” role. 14. Expand “Root Node”. 15. Expand “Security Administration” category. 16. Quick select “YourInitials Course Administrator” role. 17. Expand “Partner Administrator” role. 18. Select the Add Node icon on “YourInitials Course Administrator” role beneath the “Partner Administrator” role. 19. Enter “FND%UMX” into the Code field under the Search region, and then select (B) Go. 20. Quick select “User Management” role. 21. Verify “YourInitials Course Administrator” role inherits the User Management responsibility which is inherited by the Partner Administrator role by viewing it in the Role & Responsibility Hierarchy area.

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Guided Demonstrations and Practices

Chapter 26 - Page 39

Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 40

Practice - Assigning Permission Sets to the Role Overview In this practice, you will assign permission sets to your course administrator role. Business Scenario: Vision Inc. is a computer systems company. The company offers its customers a full range of computer systems and office equipment. Additionally, the company offers an array of services to support its customers' products. Vision has decided to implement Oracle User Management to have a flexible and scalable system for managing access privileges and user accounts. The company wants to distribute some of its security and administrative tasks to local administrators instead of having the system administrator retain them exclusively. To accomplish this, the company will create roles for a partner administrator, a security administrator, and a customer administrator. Individuals who are assigned these roles will manage a discrete subset of the company’s users, roles, and external contacts. As part of the implementation team, you need to perform the following tasks: •

Create a Customer Administrator role

•

Place this role in a role inheritance hierarchy

•

Setup delegated Administration for the role

•

Grant the User Maintenance UIs to the role

•

Grant the appropriate permissions for the role so that assignees can perform specific actions on the users they manage

•

Create a registration process for the role so users can make a self service request

•

Log on as a user and request the role

Assumptions •

Some parts of Oracle User Management have already been implemented, including the Partner Administrator and Security Administrator roles as well as the User Management responsibility and several permissions.

•

Oracle User Management ships with seeded roles including Partner Administrator, Security Administrator, and Customer Administrator. Assume for the purposes of this course, the Customer Administrator role does not exist, and the students must create it.

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Guided Demonstrations and Practices

Chapter 26 - Page 41

Tasks Assigning the User Maintenance UIs to the Course Administrator Role Grant User Maintenance UIs to “YourInitials Course Administrator” role.

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Guided Demonstrations and Practices

Chapter 26 - Page 42

Solution – Assigning Permission Sets to the Role Assigning the User Maintenance UIs to the Course Administrator Role Responsibility: User Management 1.

(N) Roles & Role Inheritance.

2.

In the Role Inheritance region, expand “Roles & Responsibilities” category.

3.

Expand “Security Administration” category.

4.

Click the Update icon next to “YourInitials Course Administrator” role and then click (B) Create Grant.

5.

Enter a name and description for the grant (for example, UMX Menus) and click (B) Next.

6.

In the Set field, enter “User Maintenance UIs”, and then click (B) Next.

7.

Review your work

8.

Click (B) Finish.

9.

Click (B) OK to the confirmation message to acknowledge that the grant has been successfully created.

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Guided Demonstrations and Practices

Chapter 26 - Page 43

Practice - Setting Up Delegated Administration Overview In this practice, you will set up delegated administration for your course administrator role. Business Scenario: Vision Inc. is a computer systems company. The company offers its customers a full range of computer systems and office equipment. Additionally, the company offers an array of services to support its customers' products. Vision has decided to implement Oracle User Management to have a flexible and scalable system for managing access privileges and user accounts. The company wants to distribute some of its security and administrative tasks to local administrators instead of having the system administrator retain them exclusively. To accomplish this, the company will create roles for a partner administrator, a security administrator, and a customer administrator. Individuals who are assigned these roles will manage a discrete subset of the company’s users, roles, and external contacts. As part of the implementation team, you need to perform the following tasks: •

Create a Customer Administrator role

•

Place this role in a role inheritance hierarchy

•

Setup delegated Administration for the role

•

Grant the User Maintenance UIs to the role

•

Grant the appropriate permissions for the role so that assignees can perform specific actions on the users they manage

•

Create a registration process for the role so users can make a self service request

•

Log on as a user and request the role

Tasks Assigning the User Maintenance UIs to the Course Administrator Role Grant User Maintenance UIs to “YourInitials Course Administrator” role.

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Guided Demonstrations and Practices

Chapter 26 - Page 44

Solution – Setting Up Delegated Administration Responsibility: User Management Responsibility 1.

2.

(N) Roles & Role Inheritance •

In the Role Inheritance region, expand “Roles & Responsibilities” category.

•

Expand “Security Administration” category.

Locate “YourInitials Course Administrator” role and click the Update icon.

Defining User Administration for This Role Define the users that can be managed through this role by performing the following: 3.

Click (B) Security Wizards.

4.

Click the Run Wizard icon for "User Management: Security Administration Setup".

5.

Verify User Administration tab is selected and click (B) Add More Rows.

6.

In the Users field, select “People in the Administrator’s Own Organization”

7.

In the Permissions field, select “All User Administration Privileges”

Defining Organization Administration for This Role Define the Roles that can be managed by this role by performing the following: 8.

Select Organization Administration tab and then click (B) Assign Organization Privileges.

9.

Perform a wildcard search in the Search By Organization Privileges, select “View the Administrator’s Own Organization”

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Guided Demonstrations and Practices

Chapter 26 - Page 45

Defining Role Administration for This Role Define the Roles that can be managed through this role by performing the following: 10. Select the Role Administration tab. 11. In the Available Roles area, search for “YourInitials Course Administrator” role and place it in the Selected Roles area. Assignees of “YourInitials Course Administrator” role will be able to grant “YourInitials Course Administrator” role to other users. 12. Optionally perform a wildcard search (e.g., %Support%) on Miscellaneous in the Type field. Then select one or more roles from the search results, move them to the Select Roles area. Following is an example:

13. Click (B) Apply. The assignee of “YourInitials Course Administrator” role will be able to assign the selected roles to the users that he or she can manage. 14. Click (B) Apply.

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Guided Demonstrations and Practices

Chapter 26 - Page 46

Practice - Testing Delegated Administration Overview In this practice, you will test delegated administration for your Course Administrator role. Business Scenario: Vision Inc. is a computer systems company. The company offers its customers a full range of computer systems and office equipment. Additionally, the company offers an array of services to support its customers' products. Vision has decided to implement Oracle User Management to have a flexible and scalable system for managing access privileges and user accounts. The company wants to distribute some of its security and administrative tasks to local administrators instead of having the system administrator retain them exclusively. To accomplish this, the company will create roles for a partner administrator, a security administrator, and a customer administrator. Individuals who are assigned these roles will manage a discrete subset of the company’s users, roles, and external contacts. As part of the implementation team, you need to perform the following tasks: •

Create a Customer Administrator role

•

Place this role in a role inheritance hierarchy

•

Setup delegated Administration for the role

•

Grant the User Maintenance UIs to the role

•

Grant the appropriate permissions for the role so that assignees can perform specific actions on the users they manage

•

Create a registration process for the role so that users can self service request it

•

Log on as a user and request the role

Tasks Assigning the Course Administrator Role to a User Query a user in the system and assign the user “YourInitials Course Administrator” role. View Role Capabilities by Logging on as the User to Whom the Role is Assigned Log on as the user to whom the role is assigned and view that user’s administrative capabilities.

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Guided Demonstrations and Practices

Chapter 26 - Page 47

Solution – Testing Delegated Administration Assigned Accounts: Over the course of the next two practices, each workstation team will need to have individual accounts that they (and only they) use. Without this exclusivity, students will collide during the exercise. Please use the following email addresses to locate the user accounts assigned to your workstation. Number

Account Email

Name

Company

1

[email protected]

Betty Lewis

Hilman and Associates

2

[email protected]

Hilda Wolfschmidt

Hilman and Associates

3

[email protected]

Ely Alter

A.C. Network

4

[email protected]

Carlo Kim

A.C. Network

5

[email protected]

Jim Johnson

Business World

6

[email protected]

Bill Smith

Business World

7

[email protected]

Satish Turakhia

Business World

8

[email protected]

Stacey Kyzer

ABC Corporation Americas

9

[email protected]

Lydia Petersen

Ace Communications

10

[email protected]

Michael Robertson

Business World

11

[email protected]

Doug Jackson

A.C. Networks

12

[email protected]

Rachel Abbott

PEL Consultants, LLP

13

[email protected]

John Snyder

CDS, Inc.

14

[email protected]

Sean Whaling

Worldwide Communications

15

[email protected]

Vishal Tyagi

SmartBuy

[email protected]

Bill Holly

Big 4 Rental

Instructor

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Guided Demonstrations and Practices

Chapter 26 - Page 48

Assigning the Course Administrator Role to a User Responsibility: User Management 1.

(N) Users

2.

In the Email field within the search area enter “” and click (B) Go.

3.

The person with your assigned email address is displayed in the result set. Click the Create User icon for this person. Note: The name displayed in the search result is a person in the system and not a user. As part of this procedure you will assign this person a user account that includes your Course Administrator role.

4.

Choose the “Enter Manually” radio button.

5.

Reset the user’s password by typing “welcome1” in the Password and Confirm Password fields and click (B) Submit.

6.

Query the user again by searching for your assigned user’s email address such as ‘[email protected]’.

7.

Click the Update icon next to the user and then click the (B) Assign Roles.

8.

In the search window, search for “YourInitials Course Administrator” role. Select this role and click (B) Select.

9.

Enter a justification in the Justification filed and click (B) Apply. You will see a confirmation message indicating you have successfully updated the role.

Logging on as the User to Whom the Course Administrator Role is Assigned and Viewing that User’s Administrative Capabilities 10. Log out of the system and log on as your assigned user’s address by entering the following: •

User Name: your assigned email address (such as ‘[email protected]’) Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 49

•

Password: welcome1

11. When prompted, reset the user’s password from “welcome1” to “welcome”. 12. You should be able to view and use the User Maintenance UIs upon logging in. Observe: The Organization field is populated with the name of the organization to which your user is associated. If your assigned user is associated with more than one organization, you will see a drop-down allowing you to select which organization’s user you want to manage. Following is an example of what you would see:

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Guided Demonstrations and Practices

Chapter 26 - Page 50

Practice - Creating a Registration Process for the Role Overview In this practice, you will create a registration process for the Customer Administrator role. Business Scenario: Vision Inc. is a computer systems company. The company offers its customers a full range of computer systems and office equipment. Additionally, the company offers an array of services to support its customers' products. Vision has decided to implement Oracle User Management to have a flexible and scalable system for managing access privileges and user accounts. The company wants to distribute some of its security and administrative tasks to local administrators instead of having the system administrator retain them exclusively. To accomplish this, the company will create roles for a partner administrator, a security administrator, and a customer administrator. Individuals who are assigned these roles will manage a discrete subset of the company’s users, roles, and external contacts. The company has created the Customer Administrator Role (referred to here as Course Administrator), defined its delegated administration (data security policies) and assigned it, the appropriate permission sets as well as the User Maintenance UIs. The company now wants to define a registration process for this role so users can make a self service request. As part of the implementation team, you need to perform the following tasks: •

Create a Customer Administrator role

•

Place this role in a role inheritance hierarchy

•

Set up delegated Administration for the role

•

Grant the User Maintenance UIs to the role

•

Grant the appropriate permissions for the role so that assignees can perform specific actions on the users they manage

•

Create a registration process for the role so users can make a self service request

•

Log on as a user and request the role

Tasks Creating a Registration Process for Your Course Administrator Role Create a registration process and tie it to “YourInitials Course Administrator” Role.

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Guided Demonstrations and Practices

Chapter 26 - Page 51

Solution – Creating a Registration Process for the Role Enter a Description of the Registration Process Responsibility: User Management 1.

Login: YourInitialsUser

2.

(N) Registration Processes > (B) Create Registration Process

3.

Enter the following information and then click (B) Next: •

Role: Search for “YourInitials Course Administrator” role

•

Type: Additional Access (Self Service)

Note: the Registration Process Code, Display Name, and Description fields should be populated automatically based on the selected role.

•

Click (B) Next.

4.

In the Notifications field, select “User Management: Additional Access Notification workflow start” and click (B) Next.

5.

When you choose to create a registration process for existing users, you can specify a specific group of users for whom the registration process is available. For the purposes of this course, select “All Users” from Eligible Users radio list instead of choosing a specific group of users. Then click (B) Submit. You should see a confirmation message populated indicating the registration process has been successfully created.

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Guided Demonstrations and Practices

Chapter 26 - Page 52

Practice - Testing the Registration Process for the Role Overview In this practice, you will test the registration process you created for the Customer Administrator role. Business Scenario: Vision Inc. is a computer systems company. The company offers its customers a full range of computer systems and office equipment. Additionally, the company offers an array of services to support its customers' products. Vision has decided to implement Oracle User Management to have a flexible and scalable system for managing access privileges and user accounts. The company wants to distribute some of its security and administrative tasks to local administrators instead of having the system administrator retain them exclusively. To accomplish this, the company will create roles for a partner administrator, a security administrator, and a customer administrator. Individuals who are assigned these roles will manage a discrete subset of the company’s users, roles, and external contacts. As part of the implementation team, you need to perform the following tasks: •

Create a Customer Administrator role

•

Place this role in a role inheritance hierarchy

•

Set up delegated Administration for the role

•

Grant the User Maintenance UIs to the role

•

Grant the appropriate permissions for the role so that assignees can perform specific actions on the users they manage

•

Create a registration process for the role so that users can self service request it

•

Log on as a user and request the role

Tasks Testing the Registration Process for Your Course Administrator Role Test the registration process tied to “YourInitials Course Administrator” Role.

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Guided Demonstrations and Practices

Chapter 26 - Page 53

Solution – Testing the Registration Process for the Role Assigned Accounts: Please use the following email addresses to locate the user accounts assigned to your workstation. Without this exclusivity, students will collide during the exercise. No.

Account Email

Username

Name

Company

1

[email protected]

aking

Albert King

Business World

2

[email protected]

jmiller

Jay Miller

Business World

3

[email protected]

astewart

Alec Stewart

Business World

4

[email protected]

rwang

Robert Wang

Business World

5

[email protected]

msinisi

Mary Sinisi

Business World

6

[email protected]

hharris

Hilda Harris

Hilman and Associates

7

[email protected]

efrench

Eric French

Ace Communications

8

[email protected]

ivyi

Ivy Hatfield

World of Business

9

[email protected]

emoulds

Eric Moulds

World of Business

10

[email protected]

dalite

David Alite

Silicon Peak Technologies

11

[email protected]

rsellers

Rhonda Sellers

Silicon Peak Technologies

12

[email protected]

benlam

Ben Lam

Silicon Peak Technologies

13

[email protected]

ama

Albert Ma

Silicon Peak Technologies

Instructor: Peter Adams (show how to look up by name) Log on as a User and Request Your Customer Administrator Role Responsibility: User Management 1.

(N) Users

2.

Perform a search for “” in the Email field and click (B) Go.

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Guided Demonstrations and Practices

Chapter 26 - Page 54

3.

Click the Reset Password icon next to the user’s name.

4.

Select the “Enter Manually” radio button.

5.

Reset the password as welcome1 and click (B) Submit.

6.

Log on as that user, resetting the password to welcome.

7.

Click the Preferences link at the top of the page, click Access Requests link (see example below):

8.

Click (B) Request Access.

9.

Select the System Administration category, select “YourInitials Course Administrator” role, click (B) Add to List (which is in the “Selected Roles” list in the right-hand panel) and then click (B) Next.

10. Enter a justification for requesting this role, click (B) Next. 11. Click (B) Submit. 12. “YourInitials Course Administrator” role and the User Management responsibility should both appear in the resulting window, because “YourInitials Course Administrator” role inherits the User Management responsibility.

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Guided Demonstrations and Practices

Chapter 26 - Page 55

Practice - Profile Options Overview The implementation committee wants you to test setting several personal profile options, and to examine several system profile options.

Tasks Set your Personal Profile Options 1.

Query the “Concurrent:Request Priority” profile value. Note its value, and try to update it.

2.

Query the “Viewer: Default Font Size”. Set the value to 10 and Save it.

3.

Query the “Printer”. Use the LOV to change or add a value and Save it.

4.

Query the “Concurrent:Hold Requests”. Change the user value to “Yes” and Save it.

5.

Submit the “Active Users” report. •

Click the “Options…” button, and verify that the printer you selected for the Printer profile option has defaulted in the Printer field.

•

Submit your request.

•

View your concurrent request.

•

Take your request off hold.

•

Cancel your request.

Examine your System Profile Options 6.

Use the Find System Profile Values window to find “Currency:Negative Format” at the Site level.

7.

What is “Currency:Negative Format” for the Site? _______________

8.

Use the Find System Profile Values window to find the “Flexfields:Shorthand Entry” profile option at the Site and User level.

9.

What is the default value at the Site level? _______________

10. At which levels can the System Administrator change the values? _______________

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Guided Demonstrations and Practices

Chapter 26 - Page 56

Solution - Profile Options Set your Personal Profile Options Responsibility: System Administrator 1.

If necessary, log in to Oracle Applications and select the System Administrator responsibility.

2.

Navigate to (N) Profile > Personal.

3.

Query up the profile option “Concurrent:Request Priority”. •

Note its value here: __________________

•

Try to update the value.

(This option cannot be updated at the user level.) 4.

Query up the profile option “Viewer: Default Font Size”. If there is no value specified, set it to 10 and click Save.

5.

Query up the profile option “Printer”. Use the List of Values to change or add a value. Click Save.

6.

Query up the option “Concurrent:Hold Requests”. Change the User Value to “Yes”. Click Save.

7.

Navigate to the Submit Request screen (N) Requests > Run.

8.

•

Select the “Active Users” program.

•

Click the “Options…” button and verify that the printer you selected for the “Printer” profile option has defaulted in the Printer field.

•

Submit your request.

Navigate to the View Requests window (N) Requests > View. •

Your request should show a status of “On Hold”.

•

Take your request off hold by clicking the “Remove Hold” button.

•

Cancel your request by clicking the “Cancel Request” button.

Examine your System Profile Options 9.

Navigate to (N) Profile > System. Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 57

10. Use the Find System Profile Values window to find “Currency:Negative Format” at the Site level. 11. What is the current setting of “Currency:Negative Format” for the Site? _______________ 12. Use the Find System Profile Values window to find the “Flexfields:Shorthand Entry” profile option at the Site and User level. 13. What is the default value at the Site level? _______________ 14. At which levels can the System Administrator change the values? _______________

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Guided Demonstrations and Practices

Chapter 26 - Page 58

Practice - Auditing Resources Overview In this test, the committee wants to look at the results of several Signon Audit reports. They would also like you to test the Monitor Users form. They have asked you to complete the following tasks. •

Run the Signon Audit reports to determine what concurrent programs were run

•

Run the Signon Audit reports to determine what responsibilities and users have been accessed

•

Run the Signon Audit reports to see what forms have been accessed

•

Use the Monitor Users form

Tasks Run the Signon Audit Reports 1.

Run the complete set of Signon Audit Reports using the time frame of the last week.

2.

Answer the following questions. •

Which concurrent programs were run in the last week? _______________________

•

Which responsibilities and users were accessed in the last week? _______________

•

Which forms were accessed in the last week? _______________________________

Monitor Users 3.

Access the Monitor Users form, and practice monitoring users.

4.

If you don’t see any users in your Monitor Users form, change the profile option “Sign-On Audit Level” to “Form” at the user level. Then, sign on again to your user and recheck the Monitor Users form.

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Guided Demonstrations and Practices

Chapter 26 - Page 59

Solution - Auditing Resources Run the Signon Audit Reports Responsibility: System Administrator 1.

Navigate to (N) Requests > Run.

2.

Click (B) OK to accept the default to submit a single request.

3.

Click the List of Values icon to get a list of all reports available for you to run.

4.

Select the “Signon Audit Concurrent Requests” report.

5.

Enter the following in the Parameters window: •

Sort By: User Name

•

From Request Start Time: one week ago (use the format DD-MMM-YY)

6.

Click (B) Submit.

7.

Click (B) Yes to submit another request.

8.

Select the “Signon Audit Responsibilities” report.

9.

Enter the following in the Parameters window: •

Sort By: User Name

•

From Request Start Time: one week ago (use the format DD-MMM-YY)

10. Click (B) Submit. 11. Click (B) Yes to submit another request. 12. Select the “Signon Audit Forms” report. 13. Enter the following in the Parameters window: •

Sort By: Form Name

•

From Request Start Time: one week ago (use the format DD-MMM-YY)

14. Click (B) Submit. 15. Click (B) No. 16. Navigate to (N) Requests > View. Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 60

17. View each report, and answer the following questions: •

Which concurrent programs were run in the last week? _______________________

•

Which responsibilities and users were accessed in the last week? _______________

•

Which forms were accessed in the last week? _______________________________

Monitor Users 18. Navigate to (N) Security > User > Monitor. 19. Query up your User Name and note the activity. 20. Navigate to (N) Profile > System. 21. Find the “Sign-On Audit Level” profile option at the user level for your specific signon. Change it to “FORM” or “NONE” (Note: Change the setting. This will enable you to note the differences.) 22. Save your work. 23. Sign off and on again. 24. Navigate to (N) Security > User > Monitor. 25. Review the changes of the data in the form.

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Guided Demonstrations and Practices

Chapter 26 - Page 61

Guided Demonstration - Support Cart Responsibility: System Administration This demonstration illustrates the use of the Support Cart in Oracle Applications Manager, using the Hosts page as an example. Other pages can be used also. 1.

(N) Oracle Applications Manager > Site Map > Administration > Hosts (under System Configuration).

2.

Add the page to the Support Cart using the Add to Support Cart button at the bottom of the page. Provide a description for the saved page. Click OK twice on the page that is returned.

3.

Navigate to the Support Cart using the Support Cart global button or link.

4.

For the Description tab, add information for the Service Request (SR) # (XXXXXXX.XXX) and a description. Click Update.

5.

Navigate to the Applications Signature tab. Select “Product Information” in the Generic region and select the Delete button. Click Collect.

6.

(Optional) Navigate to the Other Information Collected tab. You should see the page "oam/node/nodeList" listed. Click the icon in the View column to review the Hosts page.

7.

Save the page using the Save Cart button on the bottom of the page. Click Save, and then give your zip file a suitable name as you save it to a local drive.

8.

Navigate to the Other Information Collected tab. Select the "oam/node/nodeList" page and click Delete to delete the page. The Hosts page will be deleted from the table.

9.

Click the Restore Cart button.

10. From the Restore Cart Contents page, use the Browse… button to find and select your previously-saved zip file. Click Restore. 11. The Hosts page is now back in the Support Cart. Note that “Product Information” is not included because you deleted it in an earlier step.

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Guided Demonstrations and Practices

Chapter 26 - Page 62

Practice - Scheduling Requests Overview The implementation committee has asked you to test a number of scenarios for scheduling concurrent requests. The scenarios they would like to test are as follows. •

Submit a concurrent request to run once, immediately

•

Submit a concurrent request to run at 2 minute intervals

•

Submit a concurrent request to run in 1 week

•

Submit a concurrent request to run every day at 2 pm for just 1 week

Tasks Submit a Request to Run Once 1.

Submit the “Active Responsibilities and Users” report to run once, immediately.

Submit a Request to at Two-Minute Intervals 2.

Submit the “Active Users” report to run at two-minute intervals from the completion of the prior run.

Submit a Request to Run in One Week 3.

Submit the “Reports and Sets by Responsibility” report to run one week from today.

Submit a Request to Run Every Day at 2pm for just One Week 4.

Submit the “Work Shifts Report” to run every day at 2pm for the next one week.

View your Concurrent Requests 5.

After you have submitted all of your concurrent requests, examine the status of your requests.

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Guided Demonstrations and Practices

Chapter 26 - Page 63

Solution - Scheduling Requests Submit a Request to Run Once Responsibility: System Administrator 1.

Log in to Oracle Applications using the username you created earlier in the class and select the System Administrator responsibility.

2.

(N) Requests > Run.

3.

Click (B) OK to accept the default “Single Request.”

4.

Select “Active Responsibilities and Users” report from the list of values for the Name field. Your form should look similar to the following.

5.

Click (B) Submit. Note the Request ID displayed in the Decision window.

6.

Click (B) Yes to submit another request.

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Guided Demonstrations and Practices

Chapter 26 - Page 64

Submit a Request to at 2 Minute Intervals 7.

8.

Select “Active Users” report from the list of values for the Name field. •

Click (B) Schedule….

•

Select the Periodically radio button from the “Run the Job…” option group.

•

Enter tomorrow’s date for the End At field.

•

In the “Re-run every” fields, enter 2 and select Minute(s) from the list of values.

•

Select the “From the Completion of the prior run” radio button from the “Apply the Interval…” option group. Your Schedule screen should appear similar to the following.

•

Click (B) OK.

Click (B) Submit. Note the Request ID displayed in the Decision window.

9.

Click (B) Yes to submit another request.

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Guided Demonstrations and Practices

Chapter 26 - Page 65

Submit a Request to Run in 1 Week 10. Select “Reports and Sets by Responsibility” report from the list of values for the Name field. 11. You will be prompted for parameters. − Select “Application Object Library” from the Application list of values. − Select “YourInitials Course Administrator” from the Responsibilities Name list of values. •

Click (B) OK to close the Parameters window.

•

Click (B) Schedule….

•

Select the Once radio button from the “Run the Job…” option group.

•

In the Run At field change the date to one week from today by using the popup calendar or by typing in the date.

•

Click (B) OK.

12. Click (B) Submit. Note the Request ID displayed in the Decision window. 13. Click (B) Yes to submit another request. Submit a Request to Run Every Day at 2pm for just 1 Week 14. Select “Work Shifts Report” from the list of values for the Name field. •

Click (B) Schedule….

•

Select the Periodically radio button from the “Run the Job…” option group.

•

In the Start At field keep the current date, but change the time to 2:00 PM (14:00:00) by using the popup calendar or by typing it in.

•

In the End At field change the date to one week from today and the time to 2:00 PM (14:00:00) by using the popup calendar or by typing it in.

•

Click (B) OK.

15. Click (B) Submit. Note the Request ID displayed in the Decision window. 16. Click (B) No to finish submitted requests.

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Chapter 26 - Page 66

View your Concurrent Requests 17. (N) Requests > View. 18. Click (B) Find to view all your requests. Your form should look similar to the following.

19. Use the appropriate buttons on this form to perform each of the tasks. •

Find the “Active Responsibilities” request. The Phase should be Completed and the Status should be Normal.

•

Select a report with Phase Completed and Status Normal (for example, the Active Responsibilities report). Click (B) Diagnostics. The Request Diagnostics window will appear. Review the entries and click (B) OK to close the window.

•

Select a report with Phase Completed and Status Normal (for example, the Active Users report). Click (B) View Log…. The log file will appear in a separate browser window. Review the entries for the log and close the browser window.

•

Select a report with Phase Completed and Status Normal (for example, the Active Users report). Click (B) View Output. The report will appear in a separate browser window. Review the report and close the browser window.

Additional Tasks 20. Cancel the Active Users request. Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 67

•

Click (B) Refresh Data to verify that your display is current.

•

Select the “Active Users” request that is Running.

•

Click (B) Cancel Request.

•

A Decision window will warn you: “Cancelling a request cannot be undone. Continue?”

•

Click (B) Yes.

•

The Phase will be updated to Completed and the Status will be set to Cancelled.

21. Put the “Reports and Sets by Responsibility” request on hold. •

Select the “Reports and Sets by Responsibility” request.

•

Click (B) Hold Request. The Phase of the request will be updated to Inactive and the Status will be set to On Hold.

•

Click (B) Remove Hold to take the request off hold.

22. Reprint the Active Users report. •

Select one of the “Active Users” requests that completed with a normal status.

•

From the Tools menu select the “Reprint…” item.

•

With 1 copies selected, click (B) Apply.

•

You will get a confirmation page indicating that your request for reprinting existing output has been scheduled along with the Request ID information. Click (B) OK and Close window.

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Chapter 26 - Page 68

Practice - Request Groups Overview Up until this test process, the committee has not wanted you to handle Request Groups. In this test process, you will create a new Request Group, and assign it appropriately. The steps that will be tested include the following. •

Create a new Request Group

•

Limit the Request Groups access to concurrent reports, programs, and sets

•

Assign the new Request Group to your YourInitials Assistant System Administrator (e.g., JSCS Assistant System Administrator) responsibility

•

Test your Request Group

Tasks Create your Request Group 1.

Create a new Request Group. Remember to put your initials at the front of your data entries to keep your data unique. •

Group Name: YourInitials Assistant SysAdmin Group

•

Application: YourInitials Custom Application

•

Code: (leave blank)

•

Description: YourInitials Assistant SysAdmin Group

•

Requests: Type

Name

Application

Application

Application Object Library

Application Object Library

Program

Employee Listing

Payables

Set

Period End

Payables

Assign your Request Group 2.

Assign the new Request Group to YourInitials Assistant System Administrator Responsibility.

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Chapter 26 - Page 69

Test your Request Group 3.

Verify your work by selecting YourInitials Assistant System Administrator Responsibility and viewing the LOV for both Single Request and Request Set.

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Guided Demonstrations and Practices

Chapter 26 - Page 70

Solution - Request Groups Create your Request Group. Responsibility: System Administrator 1.

Log in to Oracle Applications using your username you created earlier in the class and select the System Administrator responsibility.

2.

(N) Security > Responsibility > Request.

3.

Create a new Request Group.

4.

•

Group Name: YourInitials Assistant SysAdmin Group

•

Application: YourInitials Custom Application

•

Code: (leave blank)

•

Description: YourInitials Assistant SysAdmin Group

•

Requests: Type

Name

Applications

Application

Application Object Library

Application Object Library

Program

Employee Listing

Payables

Set

Period End

Payables

Save your work. Your work should look similar to the following.

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Chapter 26 - Page 71

5.

Close the form.

Assign your Request Group. 6.

(N) Responsibility > Define.

7.

Query to find your YourInitials Assistant System Administrator responsibility. Choose your request group from the list of values for the Request Group Name field.

8.

Save your work.

Test your Request Group. 9.

Exit and sign on again as your YourInitials Assistant System Administrator (e.g., JSCS_ASST_SYSADMIN)

10. (N) Requests > Run. 11. Click (B) OK to accept the default “Single Request”. 12. Note the reports that now exist in the list of available reports for you to run.

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Chapter 26 - Page 72

Practice - Coded Request Groups Overview Now that you have completed the committee’s tests on Request Groups, they want to go into the advanced testing of a Coded Request Group. Specifically, the committee wants to test the following. •

Create a Coded Request Group

•

Create a new form function to call your Code Request Group

•

Add the new form function to an existing menu

•

Test your Coded Request Group

Tasks Create your Coded Request Group 1.

Create a new Coded Request Group. Remember to put your initials at the front of your data entries to keep your data unique. •

Group Name: YourInitials Journal Entries

•

Application: YourInitials Custom Application

•

Code: YourInitialsJE (e.g., JSCSJE)

•

Description: Journal Entries

•

Requests: Type

Name

Application

Program

AR: Journal Entries Report

Receivables

Create a New Form Function 2.

Create a new Form Function. Remember to put your initials at the front of your data entries to keep your data unique. Accept default values unless otherwise specified. Description tab: − Function: YourInitials_FNDRSRUN_JOURNAL_ENTRIES − User Function Name: YourInitials Journal Entries − Description: Journal Entries

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Chapter 26 - Page 73

Properties tab: − Type: Form Form tab: − Form: Run Reports − Application: Application Object Library − Parameters: − Enter the following three parameters in the Parameter field and each of them should be separated by a space TITLE = “YourInitials Journal Entries” REQUEST_GROUP_CODE = “YourInitialsJE” REQUEST_GROUP_APPL_SHORT_NAME = “” Assign your Form Function to an Existing Menu 3.

Query up your Level 1 custom menu, YourInitials_TOP_SYSTEM_AUDITOR

4.

Add your function. Seq

Prompt

Function

Description

Grant

50

Journal Entries Report

YourInitials Journal Entries

Journal Entries

Checked

Test your Coded Request Group 5.

Test that your Coded Request Group works as expected.

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Guided Demonstrations and Practices

Chapter 26 - Page 74

Solution - Coded Request Groups Create your Coded Request Group Responsibility: System Administrator 1.

Log in to Oracle Applications with the username that you created earlier in the class and select the System Administrator responsibility.

2.

(N) Security > Responsibility > Request

3.

Create a new Coded Request Group. •

Group Name: YourInitials Journal Entries

•

Application: YourInitials Custom Application

•

Code: YourInitialsJE (e.g., JSCSJE)

•

Description: Journal Entries

•

Requests: Type

Name

Application

Program

AR: Journal Entries Report

Receivables

4.

Save your work. Your work should look similar to the following.

5.

Close the form. Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 75

Create your New Form Function 6.

(N) Application > Function.

7.

Create a new Form Function by entering the following information: •

Description tab: − Function: YourInitials_FNDRSRUN_JOURNAL_ENTRIES − User Function Name: YourInitials Journal Entries − Description: Journal Entries

•

Properties tab: − Type: Form

•

Form tab: − Form: Run Reports − Parameters: Enter the following three parameters in the Parameter field and each of them should be separated by a space: TITLE = “YourInitials Journal Entries” REQUEST_GROUP_CODE = “YourInitialsJE” REQUEST_GROUP_APPL_SHORT_NAME = “” Copyright © Oracle Corporation, 2008. All rights reserved.

Guided Demonstrations and Practices

Chapter 26 - Page 76

Hint: You can use the Edit Field… icon to open an Editor window.

8.

Save your work. Your work should look similar to the following.

9.

Close the form.

Assign a Form Function to an Existing Menu 10. (N) Application > Menu. 11. Query up your Level 1 custom menu, YourInitials_TOP_SYSTEM_AUDITOR 12. Add your function. Seq

Prompt

Function

Description

Grant

50

Journal Entries Report

YourInitials Journal Entries

Journal Entries

Checked

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Chapter 26 - Page 77

13. Save your work and click (B) OK to acknowledge note. Your work should look similar to the following.

14. Close the form. Test your Coded Request Group 15. Exit Oracle Applications and the Personal Homepage. Sign on again as the System Auditor (i.e., YourInitials_SYSTEM_AUDITOR) to see your new function on the menu. Your request group Journal Entries Report will appear on the Navigator for this responsibility. 16. (N) Journal Entries Report. 17. Click (B) OK to accept “Single Request.” 18. When the submit request form appears, note the window title – it will be the value entered for your parameter TITLE. The title of the form defaults to the request title because it is the only request on the list.

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Chapter 26 - Page 78

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Guided Demonstrations and Practices

Chapter 26 - Page 79

Practice - Request Sets Using Wizard Overview To wrap up the testing of concurrent reports and programs, the implementation committee wants you to test creating a Request Set with shared parameters. They want you to use the Request Set Wizard to create the Request Set with its associated programs, then modify the Request Set to add Shared Parameters. Finally, you’ll need to test your Request Set.

Tasks Create your Request Set Using Wizard 1.

Create a new Request Set using the Wizard. Remember to put your initials at the front of your data entries to keep your data unique. •

Set Name: YourInitials Assistant System Administrator

•

Set Code: (will be assigned by Wizard)

•

Application: YourInitials Custom Application

•

Description: YourInitials Assistant System Administrator

•

Owner: (will be assigned by the Wizard)

2.

Accept all of the other default values.

3.

Include the following programs in your request set: Users of a Responsibility, Reports and Sets by Responsibility, and Report Group Responsibilities.

4.

Setup Shared Parameters where appropriate. Note: The Shared Parameter label simply enables you to set an initial default value for all occurrences of the same parameter so you can avoid typing the same value for every occurrence.

Test your Request Set 5.

Test your Request Set by submitting it to run through concurrent processing.

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Guided Demonstrations and Practices

Chapter 26 - Page 80

Solution - Request Sets Using Wizard Create your Request Set Using Wizard Responsibility: System Administrator 1.

Log in to Oracle Applications and select the System Administrator responsibility.

2.

(N) Requests > Set.

3.

Click (B) Request Set Wizard (DO NOT enter any other information – the Wizard will prompt you for necessary information).

4.

Accept the following default values:

5.

•

Run your set Sequentially.

•

Click (B) Next (this will create three stages).

•

Abort your set when the status of the stage ends in Error.

•

Click (B) Next (this will link the stages).

Enter the following: •

Set Name: YourInitials Assistant System Administrator

•

Application: YourInitials Custom Application

•

Description: YourInitials Assistant System Administrator

6.

Click (B) Next.

7.

Accept the default “As Each Request in the Set Completes”.

8.

Click (B) Next.

9.

Select the following programs to be included in your set: •

Users of a Responsibility

•

Reports and Sets by Responsibility

•

Report Group Responsibilities

10. Click (B) Finish.

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Chapter 26 - Page 81

11. Click (B) OK to acknowledge the note telling you that your request set has been created and saved. 12. Verify the Owner field has the user name of the user you are currently logged in as. 13. The window should appear similar to the following example:

Set Up Shared Parameters Review each request within the request set to identify which programs could share parameters. Notice that Application Name and Responsibility name are parameters used in multiple requests. 14. Click (B) Define Stages. •

Verify Stage 10 is selected, click (B) Requests

•

Click (B) Parameters, create the shared parameter values by typing them into the Shared Parameter field. Seq

Prompt

Shared Parameter

1

Application Name

appl

2

Responsibility Name

resp

15. Save your work.

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Chapter 26 - Page 82

16. Close the Request Parameters window. 17. Select Stage 20, click (B) Requests •

Click (B) Parameters Note: this time select the Parameter from the List of Values Seq

Prompt

Shared Parameter

1

Application Name

appl

2

Responsibility Name

resp

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Chapter 26 - Page 83

18. Save your work. 19. Close the Request Parameters window. 20. Select Stage 30, click (B) Requests. •

Click (B) Parameters. Note: select the Parameter from the List of Values. Seq

Prompt

Shared Parameter

10

Application Name

appl

20

Report Name

30

Request Set Name

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Chapter 26 - Page 84

21. Save your work. 22. Close the Request Set form. Test your Request Set 23. Sign on as your YourInitials Assistant System Administrator. 24. (N) Requests > Run. 25. Select the “Request Set” option. 26. Click the list of values icon for the Request Set field and select YourInitials Assistant System Administrator. 27. Supply the required parameters by clicking in the Parameters field for each request. Verify the Shared Parameters are being shared properly. 28. Submit your request set.

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Chapter 26 - Page 85

Practice - Administering Concurrent Managers Overview The implementation committee wants you to test several aspects of managing concurrent processing. Specifically, they want you to test the following. •

Define a work shift

•

Define a concurrent manager

•

Assign your work shift to your concurrent manager

•

Create specialization rules for your concurrent manager

•

Activate your concurrent manager

Tasks Define your Work Shifts 1.

Create a new Work Shift. Remember to put your initials at the front of your data entries to keep your data unique. •

Name: YourInitials Dayshift

•

From: 08:00

•

To: 17:00

•

From: Monday

•

To: Friday

•

Description: Dayshift 8:00 – 5:00

Define your Concurrent Manager 2.

Create a new Concurrent Manager. Remember to put your initials at the front of your data entries to keep your data unique. •

Manager: YourInitials Specialized Manager

•

Enabled: (Checked)

•

Short Name: Your Initials_SPECIAL

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Guided Demonstrations and Practices

Chapter 26 - Page 86

•

Application: YourInitials Custom Application

•

Description: Concurrent Manager to run reports for YourInitials

•

Type: Concurrent Manager

•

Cache Size: 1

•

Program Library: FNDLIBR

Assign your Work Shift to your Concurrent Manager 3.

Use the following information to assign your work shift to your concurrent manager. Workshift

Processes

Sleep Seconds

YourInitials Dayshift

3

60

Create Specialization Rules for your Concurrent Manager 4.

5.

Use the information below to define your specialization rules for your Concurrent Manager. Include/Exclude

Type

Name

Include

User

YourInitialsUser

Exclude Your User from the Standard Concurrent Manager. A concurrent program will run in whatever concurrent manager is available, unless it has been explicitly excluded from the manager. Exclude your user from the Standard Manager by adding the following specialization rules to the Standard Manager. Include/Exclude

Type

Name

Exclude

User

YourInitialsUser

Activate your Concurrent Manager 6.

In the Administer Concurrent Managers window, scroll through the list of managers until you find the manager you defined.

7.

Select your manager.

8.

Click the “Activate” button.

9.

The status will update to Activating.

10. Go to the View Requests window to verify that your request to activate your manager completes successfully.

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Guided Demonstrations and Practices

Chapter 26 - Page 87

11. Go to the Submit Request window and submit the “Active Users” or “Active Responsibilities and Users” report to run once every minute for the next five minutes. 12. Go to the Administer Concurrent Managers window. Your concurrent manager will show one request pending. 13. Click on the “Requests” button to view your request in the Concurrent Requests screen. 14. Return to the Administer Concurrent Managers window and click on the “Processes” button to view the Processes window.

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Guided Demonstrations and Practices

Chapter 26 - Page 88

Solution - Administering Concurrent Managers Define your Work Shifts Responsibility = System Administrator 1.

If necessary, log in to Oracle Applications and select the System Administrator responsibility.

2.

Navigate to (N) Concurrent > Manager > WorkShifts.

3.

From the menu, select File > New, or click the New icon on the toolbar.

4.

Create a new Work Shift. •

Name: YourInitials Dayshift

•

From: 08:00

•

To: 17:00

•

From: Monday

•

To: Friday

•

Description: Dayshift 8:00 – 5:00

5.

Save your work. The window should appear similar to the example shown.

6.

Close the form.

Define your Concurrent Manager 7.

Navigate to (N) Concurrent > Manager > Define

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Chapter 26 - Page 89

8.

•

Manager: YourInitials Specialized Manager

•

Enabled: (Checked)

•

Short Name: YourInitials_SPECIAL

•

Application: YourInitials Custom Application

•

Description: Concurrent Manager to run reports for YourInitialsUser

•

Type: Concurrent Manager

•

Cache Size: 1

•

Program Library: FNDLIBR

Save your work. The window should appear similar to the example shown.

Assign your Work Shift to your Concurrent Manager 9.

Click the (B) Work Shifts. Workshift

Processes

Sleep Seconds

YourInitials Dayshift

3

60

10. Save your work. The window should appear similar to the example shown. Copyright © Oracle Corporation, 2008. All rights reserved.

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Chapter 26 - Page 90

11. Close the Work Shifts window. Create Specialization Rules for your Concurrent Manager 12. In the Concurrent Managers window, click (B) Specialization Rules. Include/Exclude

Type

Name

Include

User

YourInitialsUser

13. Save your work. The window should appear similar to the example shown.

14. Close the Specialization Rules window to return to the Concurrent Managers window. 15. From the Concurrent Managers window, query up the Standard Manager.

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Chapter 26 - Page 91

16. Click (B) Specialization Rules. Include/Exclude

Type

Name

Exclude

User

YourInitialsUser

17. Save your work. 18. Close the form. Activate your Concurrent Manager 19. Navigate to the Administer Concurrent Managers window: (N) Concurrent > Manager > Administer. 20. In the Administer Concurrent Managers window scroll through the list of managers until you find the manager you defined. Select your manager and click (B) Activate. 21. The status will update to Activating. The window will appear similar to the example shown.

22. Go to the View Requests window (N) Requests > View to verify that your request to activate your manager completes successfully. 23. Navigate to (N) Requests > Run.

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Chapter 26 - Page 92

24. Click (B) OK to accept the default of “Single Request”. 25. In the Submit Request window choose the “Active Users” or “Active Responsibilities and Users” report. 26. Click (B) Schedule. •

Choose Periodically.

•

Leave the “Start At” time as the current time and enter five minutes from now for the “End At” time.

•

In the “Re-run every” field select 1 and Minute(s) to run the report once a minute for the next five minutes.

27. Click (B) OK and then click (B) Submit. 28. Go to the Administer Concurrent Managers window (N) Concurrent > Manager > Administer. Your concurrent manager may show one request pending. Note: You may have to close and reopen the Administer Concurrent Managers window until you “catch” your process running. 29. Click (B) Requests to view your request in the Concurrent Requests screen. Your form will look similar to the following.

30. Close this window to return to the Administer Concurrent Managers window. 31. Click (B) Processes to view the Processes window.

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32. In the Concurrent Processes screen you see all the requests that have run in your specialized manager, the Oracle Process ID that was used to run the request, and the UNIX Process ID (in the System column).

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Chapter 26 - Page 94

Guided Demonstration - Loading and Running a Workflow Process 1.

Start the Oracle Workflow Builder.

2.

From the File menu, select Open to open the sample solution file named wfvacXX_062.wft from the file system.

3.

Display the process diagram for the sample process.

4.

Save the workflow definition to the class database using File > Save As. Then close the data store.

5.

Use a Web browser to connect to a Workflow administrator responsibility. Log in as a user with workflow administrator privileges.

6.

Click the Developer Studio link. In the Search region of the Developer Studio page, enter the name of the XX Vacation Proposal workflow item type and click Go. Then, in the Results region, click the Run icon for the XX Vacation Proposal item type.

7.

Enter a process owner, item key, user key, requestor, approver, from date, and to date. The requestor and approver should have Workflow administrator and user responsibilities assigned to them.

8.

Click the Submit button. A confirmation message appears. Click OK.

9.

Select the Status Monitor tab to review the process status in the Status Monitor Web pages. •

In the Search region, enter the XX Vacation Proposal item type and the item key you chose, and click Go.

•

In the Results region, select your process and click the Activity History button to review the process activities.

•

Click the Status Diagram button to review the graphical diagram of the status of the process.

10. Log off and log in again as the approver. You can use either a Workflow administrator responsibility or Workflow user responsibility. 11. Click the Notifications link. 12. In the Worklist, select the subject line for the Vacation Proposal notification sent by your process to open the notification message. 13. On the Notification Details page, approve or reject the proposal.

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14. Log off and log in as the requestor. To review the updated status of the process in the Status Monitor Web pages, select the Status Monitor tab. Then search for the process with the XX Vacation Proposal item type and your item key, and view the status diagram again. 15. Open the Workflow Builder again and make a change to the process diagram, such as adding a function activity by dragging and dropping the Noop function from the Standard item type into the process. Then save the definition to the class database again. 16. Repeat steps 5 through 9 to show the new version of the workflow definition in use.

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Chapter 26 - Page 96

Practice - Define a Descriptive Flexfield Overview To perform the practices in this lesson (and the next three as well), you will need a descriptive flexfield to work on. Your instructor will assign you a descriptive flexfield that has not yet been used in the database you are accessing. You will use the same flexfield for practices throughout these four lessons. The list below assigns each team number a unique descriptive flexfield and shows the navigation path to the flexfield. The paths are accessed via the General Ledger Super User responsibility. Your instructor will inform you of which flexfield you are to configure. Team: 01 − Descriptive Flexfield Title: Accounting Calendar: Periods − Navigation Path: Setup > Financials > Calendars > Accounting (Periods region) Team: 02 − Descriptive Flexfield Title: AutoPost Criteria − Navigation Path: Setup > Journal > AutoPost Team: 03 − Descriptive Flexfield Title: Budgetary Control Group: Rules − Navigation Path: Budgets > Define > Controls (Budgetary Control Rules region) Team: 04 − Descriptive Flexfield Title: Conversion Rate Types − Navigation Path: Setup > Currencies > Rates > Types Team: 05 − Descriptive Flexfield Title: Define Budget Organization: Organization − Navigation Path: Budgets > Define > Organization Team: 06 − Descriptive Flexfield Title: Define Recurring Journal: Batch − Navigation Path: Journals > Define > Recurring Team: 07 − Descriptive Flexfield Title: Journal Categories − Navigation Path: Setup > Journal > Categories Team: 08 − Descriptive Flexfield Title: Journal Sources − Navigation Path: Setup > Journal > Sources Team: 09 − Descriptive Flexfield Title: Open and Close Periods − Navigation Path: Setup > Open/Close Copyright © Oracle Corporation, 2008. All rights reserved.

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Team: 10 − Descriptive Flexfield Title: Daily Rates − Navigation Path: Setup > Currencies > Rates > Daily Team: 11 − Descriptive Flexfield Title: Period Types − Navigation Path: Setup > Financials > Calendars > Types Team: 12 − Descriptive Flexfield Title: Summary Accounts − Navigation Path: Setup > Accounts > Summary Team: 13 − Descriptive Flexfield Title: Suspense Accounts − Navigation Path: Setup > Accounts > Suspense Team: 14 − Descriptive Flexfield Title: AutoReversal Criteria Set − Navigation: Setup > Journal > AutoReverse [select a Journal category] Team: 15 − Descriptive Flexfield Title: Budget Control Group: Group − Navigation: Budgets > Define > Controls (main region) Team: 16 − Descriptive Flexfield Title: Define Recurring Journal: Formula − Navigation: Journals > Define > Recurring > Lines (B) (Formula region) Team: 17 − Descriptive Flexfield Title: Define Recurring Journal: Journal Entry − Navigation: Journals > Define > Recurring (Journal Entry region) Team: 18 − Descriptive Flexfield Title: Define Recurring Journal: Line − Navigation: Journals > Define > Recurring > Lines (B) (Line Description region) Team: 19 − Descriptive Flexfield Title: Journal Authorization Limits − Navigation: Setup > Employees > Limits Team: 20 − Descriptive Flexfield Title: Mass Maintenance Requests − Navigation: Setup > Other > Mass Maintenance

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Chapter 26 - Page 98

Scenario Descriptive flexfields use two types of segments: global and context-sensitive. In this practice, you will create a descriptive flexfield using only global segments. You will also create value sets that provide lists of values for your user. The descriptive flexfield is designed to track the following additional information about orders that have been held: •

Who held the order

•

The reason the order was held

•

The amount of time the order was held

Tasks Define your Value Sets 1.

Use the Value Sets window to define three value sets. •

Define an independent value set named YourInitials_WHO_HELD. Give the value set a description, a format type of Char, and a maximum size of 2. Enable Non-Hierarchical Security for the value set.

•

Define an independent value set named YourInitials_WHY_HELD. Give the value set a description, a format type of Char, and a maximum size of 3. Enable Non-Hierarchical Security for the value set.

•

Define an independent value set named YourInitials_HOW_LONG_HELD. Give the value set a description, a format type of Char, and a maximum size of 3. Enable NonHierarchical Security for the value set.

Define your Structure 2.

After defining your value sets, use the Descriptive Flexfield Segments window to define the structure for the descriptive flexfield assigned to you. Do not allow overrides for the context. Define three segments for the Global Data Elements context. •

Define a segment named Who Held, with a prompt of Who. Assign the segment the number 10, the column ATTRIBUTE1, and the value set YourInitials_WHO_HELD.

•

Define a segment named Why Held, with a prompt of Why. Assign the segment the number 20, the column ATTRIBUTE2, and the value set YourInitials_WHY_HELD.

•

Define a segment named How Long, with a prompt of Length. Assign the segment the number 30, the column ATTRIBUTE3, and the value set YourInitials_HOW_LONG_HELD.

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Guided Demonstrations and Practices

Chapter 26 - Page 99

•

Ensure all three segments are displayed and enabled. When you finish defining the structure, freeze and compile your flexfield definition.

Define your Values 3.

After defining the value sets and segments for your flexfield, use the Segment Values window to define the values associated with each of the independent value sets.

4.

Define and enable the following values for the YourInitials_WHO_HELD value set.

5.

6.

Value

Description

01

Helen Myers

02

Mien Chan

03

Michael Keller

04

Luis Galvez

Define and enable the following values for the YourInitials_WHY_HELD value set. Value

Description

FIR

Further information required

MAR

Manager authorization required

AJR

Additional justification required

Define and enable the following values for the YourInitials_HOW_LONG_HELD value set. Value

Description

100

Less than one week

200

One week to one month

300

One month to one year

400

More than one year

Test your Descriptive Flexfield 7.

After defining your value sets, segments, and values, navigate to your descriptive flexfield and test the results of your work. When you are finished, exit without saving.

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Guided Demonstrations and Practices

Chapter 26 - Page 100

Solution – Define a Descriptive Flexfield Define your Value Sets Responsibility: System Administrator 1.

(N) Application > Validation > Set.

2.

Enter the information for the first value set in the following fields: •

Value Set Name: YourInitials_WHO_HELD

•

Description: YourInitials Who Held Value Set

•

Security Type: Non-Hierarchical Security

•

Format Type: Char

•

Maximum Size: 2

•

Validation Type: Independent

3.

Save your work.

4.

Enter the information for the second value set in the following fields: •

Value Set Name: YourInitials_WHY_HELD

•

Description: YourInitials Why Held Value Set

•

Security Type: Non-Hierarchical Security

•

Format Type: Char

•

Maximum Size: 3

•

Validation Type: Independent

5.

Save your work.

6.

Enter the information for the third value set in the following fields: •

Value Set Name: YourInitials_HOW_LONG_HELD

•

Description: YourInitials How Long Held Value Set

•

Security Type: Non-Hierarchical Security

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7.

•

Format Type: Char

•

Maximum Size: 3

•

Validation Type: Independent

Save your work.

Define your Structure 8.

(N) Application > Flexfield > Descriptive > Segments.

9.

Query your descriptive flexfield.

10. In the Context Field region, ensure the Displayed check box is cleared. 11. In the Context Field Values region, select the Global Data Elements context and click (B) Segments to navigate to the Segments Summary window. 12. Enter the following information for the three new segments: Note: Be sure to save after each segment, you may need to click (B) OK to acknowledge the Caution message before proceeding. Number

Name

Window Prompt

Column

Value Set

Displayed Enabled

10

Who Held

Who

ATTRIBUTE1

YourInitials_WHO_HELD

Checked Checked

20

Why Held

Why

ATTRIBUTE2

YourInitials_WHY_HELD

Checked Checked

30

How Long Length

ATTRIBUTE3 YourInitials_HOW_LONG_HELD Checked Checked

13. Save your work. 14. Close the Segments Summary window to navigate back to the Descriptive Flexfield Segments window. 15. Select the Freeze Flexfield Definition check box. 16. Click (B) Compile to compile the flexfield definition. Click (B) OK to each note about submitting your request to generate the flexfield view. Define your Values 17. (N) Application > Validation > Values. 18. In the Find window, select YourInitials_WHO_HELD value set and click (B) Find. 19. In the Values, Effective region of the Segment Values window, define the following values:

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Value

Description

Enabled

01

Helen Myers

Checked

02

Mien Chan

Checked

03

Michael Keller

Checked

04

Luis Galvez

Checked

20. Save your work. 21. In the Segment Values window, verify Value Set radio button is selected and your cursor is in the header region, then query the YourInitials_WHY_HELD value set in the Name field. 22. In the Values, Effective region, define the following values: Value

Description

Enabled

FIR

Further information required

Checked

MAR

Manager authorization required

Checked

AJR

Additional justification required

Checked

23. Save your work. 24. In the Segment Values window, verify Value Set radio button is selected and your cursor is in the header region, then query the YourInitials_HOW_LONG_HELD value set. 25. In the Values, Effective region, define the following values: Value

Description

Enabled

100

Less than one week

Checked

200

One week to one month

Checked

300

One month to one year

Checked

400

More than one year

Checked

26. Save your work and close the Segment Values window. Test your Descriptive Flexfield 27. After defining your value sets, segments, and values, navigate to your descriptive flexfield using the General Ledger Super User responsibility and test the results of your work. When you are finished, exit without saving.

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Practice - Define a Descriptive Flexfield with None Validation Overview To perform the practices in this lesson (and the next 2 as well), you will need a descriptive flexfield to work on. In the previous lesson, you were assigned a descriptive flexfield by your instructor. Please use your assigned descriptive flexfield for this exercise. If you were not assigned a descriptive flexfield, please reference the previous lesson, and have your instructor assign one now. This practice reinforces the concept of global segments for a descriptive flexfield and demonstrates the use of the None validation type. In this scenario, you will define a descriptive flexfield to track the following information about employees: •

The person who referred the employee

•

Height

•

Weight

Tasks Define your Value Sets 1.

Use the Value Sets window to define three value sets as follows: •

Define an independent value set named YourInitials_WHO_REFER. Give the value set a description, a format type of Char, and a maximum size of 3. Enable Non-Hierarchical Security for the value set.

•

Define a value set of validation type None named YourInitials_EMP_HEIGHT. Give the value set a description, a format type of Number, a maximum size of 4, and a precision of 2.

•

Define a value set of validation type None named YourInitials_EMP_WEIGHT. Give the value set a description, a format type of Number, a maximum size of 3, a precision of 0, a minimum value of 90, and a maximum value of 999.

Define your Structure 2.

After defining your value sets, use the Descriptive Flexfield Segments window to define the structure for your descriptive flexfield. For the purposes of this practice, use the same descriptive flexfield you worked on previously to enter your new structure. Unfreeze the flexfield definition first in order to make changes to the structure.

3.

Delete the segments that you defined previously, and define three new segments for the Global Data Elements context. Copyright © Oracle Corporation, 2008. All rights reserved.

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•

Define a segment named Who Referred, with a prompt of Who. Assign the segment the number 10, the column ATTRIBUTE1, and the value set YourInitials_WHO_REFER.

•

Define a segment named Height, with a prompt of Height. Assign the segment the number 20, the column ATTRIBUTE2, and the value set YourInitials_EMP_HEIGHT.

•

Define a segment named Weight, with a prompt of Weight. Assign the segment the number 30, the column ATTRIBUTE3, and the value set YourInitials_EMP_WEIGHT.

•

Ensure all three segments are displayed and enabled. When you finish defining the structure, freeze and compile your flexfield definition.

Define your Values 4.

After defining the value sets and segments for your flexfield, use the Segment Values window to define the values associated with the independent value set.

5.

Define and enable the following values for the YourInitials_WHO_REFER value set. Value

Description

100

President

200

Executive Vice President

300

Senior Vice President

Test your Descriptive Flexfield 6.

After defining your value sets, segments, and values, navigate to your descriptive flexfield and test the results of your work. When you are finished, exit without saving.

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Guided Demonstrations and Practices

Chapter 26 - Page 105

Solution – Define a Descriptive Flexfield with None Validation Define your Value Sets Responsibility: System Administrator 1.

(N) Application > Validation > Set.

2.

Enter the information for the first value set in the following fields: •

Value Set Name: YourInitials_WHO_REFER

•

Description: YourInitials Who Refer Value Set

•

Security Type: Non-Hierarchical Security

•

Format Type: Char

•

Maximum Size: 3

•

Validation Type: Independent

3.

Save your work.

4.

Enter the information for the second value set in the following fields: •

Value Set Name: YourInitials_EMP_HEIGHT

•

Description: YourInitials Employee Height Value Set

•

Format Type: Number

•

Maximum Size: 4

•

Precision: 2

•

Validation Type: None

Note: You cannot enable security for a value set of validation type None. 5.

Save your work.

6.

Enter the information for the third value set in the following fields: •

Value Set Name: YourInitials_EMP_WEIGHT

•

Description: YourInitials Employee Weight Value Set

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7.

•

Format Type: Number

•

Maximum Size: 3

•

Precision: 0

•

Min Value: 90

•

Max Value: 700

•

Validation Type: None

Save your work.

Define your Structure 8.

(N) Application > Flexfield > Descriptive > Segments.

9.

Query your descriptive flexfield in the Descriptive Flexfield Segments window.

10. Clear the Freeze Flexfield Definition check box and click (B) OK to acknowledge caution. 11. In the Context Field Values region, select the Global Data Elements context and click (B) Segments to navigate to the Segments Summary window. 12. Delete the segments that you defined previously. 13. Save your work. 14. Enter the following information for the three new segments. Note: Be sure to save after each segment, you may need to click (B) OK to acknowledge the Caution message before proceeding. Number

Name

Window Prompt

Column

Value Set

Displayed Enabled

10

Who Referred

Who

ATTRIBUTE1

YourInitials_WHO_REFER

Checked Checked

20

Height

Height

ATTRIBUTE2

YourInitials_EMP_HEIGHT

Checked Checked

30

Weight

Weight

ATTRIBUTE3

YourInitials_EMP_WEIGHT

Checked Checked

15. Save your work. 16. Close the Segments Summary window to navigate back to the Descriptive Flexfield Segments window. 17. Select the Freeze Flexfield Definition check box. Click (B) OK to acknowledge Caution.

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18. Click (B) Compile to compile the flexfield definition. Click (B) OK to each note about submitting your request to generate the flexfield view. Define your Values 19. (N) Application > Validation > Values. 20. In the Find window, select YourInitials_WHO_REFER value set and click (B) Find. 21. In the Values, Effective region of the Segment Values window, define the following values: Value

Description

Enabled

100

President

Checked

200

Executive Vice President

Checked

300

Senior Vice President

Checked

22. Save your work and close the Segment Values window. Click (B) OK to acknowledge message. Test your Descriptive Flexfield 23. After defining your value sets, segments, and values, navigate to your descriptive flexfield using the General Ledger Super User responsibility and test the results of your work. When you are finished, exit without saving.

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Guided Demonstrations and Practices

Chapter 26 - Page 108

Practice - Define a Descriptive Flexfield with Context-Sensitive Segment Overview To perform the practices in this lesson (and the next one as well), you will need a descriptive flexfield to work on. In the previous lesson, you were assigned a descriptive flexfield by your instructor. Please use your assigned descriptive flexfield for this exercise. If you were not assigned a descriptive flexfield, please reference the previous lesson, and have your instructor assign one now. In this practice, you will set up a context-sensitive segment and create a table-validated value set. By using context sensitivity, you increase the number of questions you can ask without increasing the number of columns necessary in the table. In this scenario, you will track additional information for a transaction based on whether or not the transaction is a project. If it is not a project, then you do not need to capture additional information. If it is a project, then the flexfield should track the salesperson, the salesperson’s region, and the project name. To avoid some repetitive data entry, you will use a table that already exists within Oracle Applications to validate the project name.

Tasks Define your Value Sets 1.

Use the Value Sets window to define three value sets. •

Define an independent value set named YourInitials_SALES_REP. Give the value set a description, a format type of Char, and a maximum size of 3. Specify that the values must be uppercase only, and enable non-hierarchical security for the value set.

•

Define an independent value set named YourInitials_LOCATION. Give the value set a description, a format type of Char, and a maximum size of 3. Specify that the values must be uppercase only, and enable non-hierarchical security for the value set.

•

Define a table-validated value set named YourInitials_PROJECT. Give the value set a description, a format type of Char, and a maximum size of 30. Enable security for the value set. Specify ARBV_CUSTOMERS in the Oracle Receivables application as the validation table. Assign the Value column the column name CUSTOMER_NUMBER, a type of VarChar2, and a size of 30. Assign the Meaning column the column name CUSTOMER_NAME, a type of VarChar2, and a size of 50.

Define your Structure 2.

After defining your value sets, use the Descriptive Flexfield Segments window to define the structure for your descriptive flexfield. For the purposes of this practice, use the same

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descriptive flexfield you worked on previously to enter your new structure. Unfreeze the flexfield definition first in order to make changes to the structure. 3.

For the context field, enter the prompt “Is this a project?” Specify that a value is required and context override is allowed.

4.

Delete the segments you defined previously for the Global Data Elements context.

5.

Define and enable a new context named Yes with the code Yes. Define three new segments for the Yes context. •

Define a segment named Sales Rep, with a prompt of Sales Rep. Assign the segment the number 10, the column ATTRIBUTE1, and the value set YourInitials_SALES_REP.

•

Define a segment named Location, with a prompt of Location. Assign the segment the number 20, the column ATTRIBUTE2, and the value set YourInitials_LOCATION.

•

Define a segment named Project, with a prompt of Project. Assign the segment the number 30, the column ATTRIBUTE3, and the value set YourInitials_PROJECT.

•

Ensure all three segments are displayed and enabled.

6.

Define and enable another new context named No with the code No.

7.

When you finish defining the structure, freeze and compile your flexfield definition.

Define your Values 8.

After defining the value sets and segments for your flexfield, use the Segment Values window to define the values associated with each of the independent value sets.

9.

Define and enable the following values for the YourInitials_SALES_REP value set. Value

Description

CLJ

Charles L. Jefferson

AMR

Ana M. Rodriguez

PAL

Philippe A. Lebeau

10. Define and enable the following values for the YourInitials_LOCATION value set. Value

Description

NYC

New York

MAD

Madrid

PAR

Paris

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Guided Demonstrations and Practices

Chapter 26 - Page 110

Test your Descriptive Flexfield 11. After defining your value sets, segments, and values, navigate to your descriptive flexfield using the General Ledger Super User responsibility and test the results of your work. When you are finished, exit without saving.

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Guided Demonstrations and Practices

Chapter 26 - Page 111

Solution – Define a Descriptive Flexfield with a Context-Sensitive Segment Define your Value Sets Responsibility: System Administrator 1.

(N) Application > Validation > Set

2.

Enter the information for the first value set in the following fields: •

Value Set Name: YourInitials_SALES_REP

•

Description: YourInitials Sales Rep Value Set

•

Security Type: Non-Hierarchical Security

•

Format Type: Char

•

Maximum Size: 3

•

Uppercase Only: Selected

•

Validation Type: Independent

3.

Save your work.

4.

Enter the information for the second value set in the following fields: •

Value Set Name: YourInitials_LOCATION

•

Description: YourInitials Location Value Set

•

Security Type: Non-Hierarchical Security

•

Format Type: Char

•

Maximum Size: 3

•

Uppercase Only: Selected

•

Validation Type: Independent

5.

Save your work.

6.

Enter the information for the third value set in the following fields: •

Value Set Name: YourInitials_PROJECT Copyright © Oracle Corporation, 2008. All rights reserved.

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•

Description: YourInitials Project Value Set

•

Security Type: Non-Hierarchical Security

•

Format Type: Char

•

Maximum Size: 30

•

Validation Type: Table

7.

Click (B) Edit Information to navigate to the Validation Table Information window.

8.

Enter Receivables as the table application and ARBV_CUSTOMERS as the table name. Note: ARBV_CUSTOMERS will not appear in the list of values because it has not been registered as a table, but you can still use it for validation purposes.

9.

In the Table Columns region, enter the following information: Name

Type

Size

Value

CUSTOMER_NUMBER

VarChar2

30

Meaning

CUSTOMER_NAME

VarChar2

50

10. Save your work and close the Value Set window. Define your Structure 11. (N) Application > Flexfield > Descriptive > Segments. 12. Query your descriptive flexfield in the Descriptive Flexfield Segments window. 13. Clear the Freeze Flexfield Definition check box, click (B) OK to acknowledge Caution message. 14. In the Context Field region, enter information in the following fields: •

Prompt: Is this a project?

•

Required: Selected

•

Displayed: Selected

•

Synchronize with Reference Field: Leave this field unchecked.

15. In the Context Field Values region, select the Global Data Elements context and click (B) Segments to navigate to the Segments Summary window. 16. Delete the segments that you defined previously. Copyright © Oracle Corporation, 2008. All rights reserved.

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17. Save your work. 18. Close the Segment Summary window to navigate back to the Descriptive Flexfield Segments window. 19. In the Context Field Values region, enter the following information for the first context: Code

Name

Yes

Yes

Description Enabled Yes

Checked

20. Click (B) Segments to navigate to the Segments Summary window. 21. Enter the following information for the segments: Note: Be sure to save after each segment, you may need to click (B) OK to acknowledge the Caution message before proceeding. Number

Name

Window Prompt

Column

Value Set

Displayed Enabled

10

Sales Rep Sales Rep

ATTRIBUTE1

YourInitials_SALES_REP Checked Checked

20

Location

Location

ATTRIBUTE2

YourInitials_LOCATION

Checked Checked

30

Project

Project

ATTRIBUTE3

YourInitials_PROJECT

Checked Checked

22. Save your work. 23. Close the Segments Summary window to navigate back to the Descriptive Flexfield Segments window. 24. In the Context Field Values region, enter the following information for the second context: Code

Name

No

No

Description Enabled No

Checked

25. Save your work. 26. Select the Freeze Flexfield Definition check box. Click (B) OK to acknowledge Caution message. 27. Click (B) Compile to compile the flexfield definition. Click (B) OK to each note about submitting your request to generate the flexfield view. Define your Values 28. (N) Application > Validation > Values. 29. In the Find window, select YourInitials_SALES_REP value set and click (B) Find. Copyright © Oracle Corporation, 2008. All rights reserved.

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30. In the Values, Effective region of the Segment Values window, define the following values: Value

Description

Enabled

CLJ

Charles L. Jefferson

Checked

AMR

Ana M. Rodriguez

Checked

PAL

Philippe A. Lebeau

Checked

31. Save your work. 32. In the Segment Values window, verify Value Set radio button is selected and your cursor is in the header region, then query the YourInitials_LOCATION value set in the Name field 33. In the Values, Effective region, define the following values: Value

Description

Enabled

NYC

New York

Checked

MAD

Madrid

Checked

PAR

Paris

Checked

34. Save your work and close the Segment Values window. Test your Descriptive Flexfield 35. After defining your value sets, segments, and values, navigate to your descriptive flexfield using the General Ledger Super User responsibility and test the results of your work. When you are finished, exit without saving.

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Guided Demonstrations and Practices

Chapter 26 - Page 115

Practice - Define a Descriptive Flexfield with a Dependent Segment Overview To perform the practices in this lesson (and the next one as well), you will need a descriptive flexfield to work on. In the previous lesson, you were assigned a descriptive flexfield by your instructor. Please use your assigned descriptive flexfield for this exercise. If you were not assigned a descriptive flexfield, please reference the previous lesson, and have your instructor assign one now. In this practice, you will create a dependent value set to validate a descriptive flexfield segment. The descriptive flexfield will track the country and region for a salesperson. The list of values for the region segment will change depending on the country selected. Remember, when defining a dependent value set, you must perform the steps in the following order: •

Define the independent value set.

•

Define the dependent value set.

•

Define independent values.

•

Define dependent values.

Tasks Define your Value Sets 1.

Use the Value Sets window to define two value sets. •

Define an independent value set named YourInitials_COUNTRY. Give the value set a description, a format type of Char, and a maximum size of 3. Specify that the values must be uppercase only, and enable Non-Hierarchical Security and Longlist for the value set.

•

Define a dependent value set named YourInitials_REGION. Give the value set a description, a format type of Char, and a maximum size of 3. Specify that the values must be uppercase only, and enable Non-Hierarchical Security for the value set. Associate the dependent value set with the independent value set YourInitials_COUNTRY. Assign the dependent value set a dependent default value of YourInitials, and give the default value a description.

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Define your Structure 2.

After defining your value sets, use the Descriptive Flexfield Segments window to define the structure for your descriptive flexfield. For the purposes of this practice, use the same descriptive flexfield you worked on previously to enter your new structure. Unfreeze the flexfield definition first in order to make changes to the structure.

3.

Define two new segments for the Global Data Elements context. •

Define a segment named Country Code, with a prompt of Country. Assign the segment the number 10, the column ATTRIBUTE4, and the value set YourInitials_COUNTRY.

•

Define a segment named Region Code, with a prompt of Region. Assign the segment the number 20, the column ATTRIBUTE5, and the value set YourInitials_REGION.

•

Ensure both segments are displayed and enabled. When you finish defining the structure, freeze and compile your flexfield definition.

Define your Values 4.

After defining the value sets and segments for your flexfield, use the Segment Values window to define the values associated with the independent and dependent value sets.

5.

Define and enable the following values for the YourInitials_COUNTRY value set.

6.

7.

Value

Description

USA

United States

CAN

Canada

UK

United Kingdom

Define and enable the following values in the YourInitials_REGION value set for the independent value USA. Value

Description

OK

Oklahoma

TX

Texas

WI

Wisconsin

Define and enable the following values in the YourInitials_REGION value set for the independent value CAN. Value

Description

SAS

Saskatchewan

BC

British Columbia

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8.

Value

Description

YT

Yukon Territory

Define and enable the following values in the YourInitials_REGION value set for the independent value UK. Value

Description

WA

Wales

SL

Scotland

EN

England

Test your Descriptive Flexfields 9.

After defining your value sets, segments, and values, navigate to your descriptive flexfield and test the results of your work. When you are finished, exit without saving.

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Guided Demonstrations and Practices

Chapter 26 - Page 118

Solution – Define a Descriptive Flexfield with a Dependent Segment Define your Value Sets Responsibility: System Administrator 1.

(N) Application > Validation > Set.

2.

Enter the information for the first value set in the following fields: •

Value Set Name: YourInitials_COUNTRY

•

Description: YourInitials Country Value Set

•

Security Type: Non-Hierarchical Security

•

List Type: Long List of Values

•

Format Type: Char

•

Maximum Size: 3

•

Uppercase Only: Selected

•

Validation Type: Independent

3.

Save your work.

4.

Enter the information for the second value set in the following fields: •

Value Set Name: YourInitials_REGION

•

Description: YourInitials Region Value Set

•

Security Type: Non-Hierarchical Security

•

Format Type: Char

•

Maximum Size: 3

•

Uppercase Only: Selected

•

Validation Type: Dependent

5.

Click (B) Edit Information to navigate to the Dependent Value Set Information window.

6.

In the Independent Value Set region, enter YourInitials_COUNTRY in the Name field. Copyright © Oracle Corporation, 2008. All rights reserved.

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7.

In the Dependent Default Value region, enter NA in the Value field and Not Specified in the Description field.

8.

Save your work and close the Value Sets window.

Define your Structure 9.

(N) Application > Flexfield > Descriptive > Segments.

10. Query your descriptive flexfield in the Descriptive Flexfield Segments window. 11. Clear the Freeze Flexfield Definition check box, click (B) OK to acknowledge Caution message. 12. In the Context Field Values region, select the Global Data Elements context and click (B) Segments to navigate to the Segments Summary window. 13. Enter the following information for the two new segments: Note: Be sure to save after each segment, you may need to click (B) OK to acknowledge the Caution message before proceeding. Number

Name

Window Prompt

10

Country Code

Country

ATTRIBUTE4 YourInitials_COUNTRY Checked Checked

20

Region Code

Region

ATTRIBUTE5

Column

Value Set

YourInitials_REGION

Displayed Enabled

Checked Checked

14. Save your work. 15. Close the Segment Summary window to navigate back to the Descriptive Flexfield Segments window. 16. Select the Freeze Flexfield Definition check box. Click (B) OK to acknowledge Caution message. 17. Click (B) Compile to compile the flexfield definition. Click (B) OK to each note about submitting your request to generate the flexfield view. Define your Values 18. (N) Application > Validation > Values. 19. In the Find window, select YourInitials_COUNTRY value set and click (B) Find. 20. In the Values, Effective region of the Segment Values window, define the following values: Value

Description

Enabled

USA

United States

Checked

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Value

Description

Enabled

CAN

Canada

Checked

UK

United Kingdom

Checked

21. Save your work. 22. In the Segment Values window, verify Value Set radio button is selected and your cursor is in the header region, query with YourInitials_REGION in the Dependent Value Set field field. 23. Define and enable the following values for the Independent Value USA. Value

Description

Enabled

OK

Oklahoma

Checked

TX

Texas

Checked

WI

Wisconsin

Checked

24. Save your work. 25. In the Segment Values window, verify Value Set radio button is selected and your cursor is in the header region, use your down arrow to navigate to the Independent Value CAN. 26. Define and enable the following values for the Independent Value CAN. Value

Description

Enabled

SAS

Saskatchewan

Checked

BC

British Columbia

Checked

YT

Yukon Territory

Checked

27. Save your work 28. In the Segment Values window, verify Value Set radio button is selected and your cursor is in the header region, use your down arrow to navigate to the Independent Value UK. 29. Define and enable the following values for the Independent Value UK. Value

Description

Enabled

WA

Wales

Checked

SL

Scotland

Checked

EN

England

Checked

30. Save your work and close the Segment Values window.

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Test your Descriptive Flexfields 31. After defining your value sets, segments, and values, navigate to your descriptive flexfield using the General Ledger Super User responsibility and test the results of your work. When you are finished, exit without saving.

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Practice - Define a Key Flexfield Overview Because many students access the system and create structures during this course, you need a way to distinguish between the structures created by you and by your classmates. Therefore, you will use your initials (e.g., JS) as a prefix wherever you need to define something. In this way, you can ensure the definitions you create are unique. Flexfield definitions can be created under many different responsibilities. However, the System Administrator responsibility has access to all functions needed to create the definitions in these practices. In this practice you will create a key flexfield structure and values for your chart of accounts. The design of the structure has already been determined. The flexfield will have four segments: a company segment, a cost center segment, an account segment, and a segment labeled Future for possible future expansion, in that order. Before you define the structure, you must first create the value sets, then create the structure, identifying the segments by their respective flexfield qualifiers. Finally, you will create the valid values for each segment. After creating the values, test your structure by performing the first steps in the process for creating a new set of books.

Note: After saving your accounting flexfield structure, you may receive a message that the key flexfield is not compiled. There is no need to take action. The flexfield will be compiled automatically.

Tasks Define your Value Sets 1.

Use the Value Sets window to define four value sets. •

Define an independent value set named YourInitials_CO. Give the value set a description, a format type of Char, and a maximum size of 2. Enable Non-Hierarchical Security for the value set. Specify that the values should be right-justified and zerofilled.

•

Define an independent value set named YourInitials_COST. Give the value set a description, a format type of Char, and a maximum size of 3. Enable Non-Hierarchical Security for the value set. Specify that the values should be right-justified and zerofilled.

•

Define an independent value set named YourInitials_ACCOUNT. Give the value set a description, a format type of Char, and a maximum size of 4. Enable Non-Hierarchical Security and Longlist for the value set. Specify that the values should be right-justified and zero-filled.

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•

Define an independent value set named YourInitials_FUTURE. Give the value set a description, a format type of Char, and a maximum size of 4. Enable Non-Hierarchical Security for the value set. Specify that the values should be right-justified and zero-filled

Define your Structure 2.

After defining your value sets, use the Key Flexfield Segments window to define a new flexfield structure for the Accounting Flexfield in the Oracle General Ledger application. Give your structure the code YourInitials_COA, the title YourInitials Chart of Accounts, a description, and the view name YourInitials_AFF_VIEW. Enable the structure. Use a period (.) as the segment separator, specify segments should be cross-validated, and allow dynamic inserts. Define four segments for your structure. •

Define a segment named CO, with a prompt of Company. Assign the segment the number 1, the column SEGMENT1, and the value set YourInitials_CO. Ensure the segment is displayed and enabled. Enable security for the segment. Give the segment a display size of 2 and a description size of 30. Enable the Balancing Segment flexfield qualifier for the segment.

•

Define a segment named CC, with a prompt of Cost Center. Assign the segment the number 2, the column SEGMENT2, and the value set YourInitials_COST. Ensure the segment is displayed and enabled. Enable security for the segment. Give the segment a display size of 3 and a description size of 30. Enable the Cost Center Segment flexfield qualifier for the segment.

•

Define a segment named ACCT, with a prompt of Account. Assign the segment the number 3, the column SEGMENT3, and the value set YourInitials_ACCOUNT. Ensure the segment is displayed and enabled. Enable security for the segment. Give the segment a display size of 4 and a description size of 30. Enable the Natural Account Segment flexfield qualifier for the segment.

•

Define a segment named RFU, with a prompt of Future Use. Assign the segment the number 4, the column SEGMENT4, and the value set YourInitials_FUTURE. Ensure the segment is displayed and enabled. Specify a default type of Constant and a default value of 0000. Enable security for the segment. Give the segment a display size of 4 and a description size of 30.

•

When you finish defining the structure, freeze and compile your flexfield definition.

Define your Values 3.

After defining the value sets and segments for your flexfield, use the Segment Values window to define the values associated with each of the independent value sets.

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4.

5.

6.

7.

Define and enable the following values for the YourInitials_CO value set. Value

Description

01

Red Co.

02

Orange Co.

03

Yellow Co.

04

Green Co.

05

Blue Co.

Define and enable the following values for the YourInitials_COST value set. Value

Description

000

Not Specified

100

Sales

200

Services

300

Development

Define and enable the following values for the YourInitials_ACCOUNT value set. Specify the account type segment qualifier for each value as shown. Value

Description

Account Type

1110

Cash

Asset

1120

Cash Clearing

Asset

2110

Accounts Payable

Liability

3110

Salaries

Liability

4110

Travel Expense

Expense

Define and enable the following value for the YourInitials_FUTURE value set. Value

Description

0000

Not Specified

Test your Key Flexfield After defining your value sets, segments, and values, navigate to the Accounting Flexfield to test the results of your work. To view the Accounting Flexfield, you will perform the beginning steps in the process for creating your accounting structure and then view the accounting flexfield you created earlier in this practice.

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Responsibility: General Ledger Super User 8.

(N) Setup > Financials > Accounting Setup Manager > Accounting Setups.

9.

In the Accounting Setups window, click Create Accounting Setup.

10. Click Next to access the Create Accounting Setups: Define Accounting Representations window. 11. Enter the following information: − Name: YourInitials_COA − Chart of Accounts: YourInitials Chart of Accounts − Accounting Calendar: Accounting (Year) − Currency: USD 12. Click Next and Finish to save your accounting structure. 13. Click Define Accounting Options in the confirmation page. 14. In the Primary Ledger region, click the Update icon for Ledger Options. 15. Click Next to access the Update Ledger: Ledger Options window. 16. In the Year End Processing region, click the Search icon for the Retained Earnings Account field to display the list of values. The Accounting Flexfield appears. 17. Enter values in the Accounting Flexfield to test your work. 18. Cancel your entries and exit without saving.

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Solution - Define a Key Flexfield Define your Value Sets Responsibility: System Administrator 1.

(N) Application > Validation > Set.

2.

Enter the information for the first value set in the following fields: •

Value Set Name: YourInitials_CO

•

Description: YourInitials Company Value Set

•

Security Type: Non-Hierarchical Security

•

Format Type: Char

•

Maximum Size: 2

•

Right-justify and Zero-fill Numbers: Selected

•

Validation Type: Independent

3.

Save your work.

4.

Enter the information for the second value set in the following fields: •

Value Set Name: YourInitials_COST

•

Description: YourInitials Cost Center Value Set

•

Security Type: Non-Hierarchical Security

•

Format Type: Char

•

Maximum Size: 3

•

Right-justify and Zero-fill Numbers: Selected

•

Validation Type: Independent

5.

Save your work.

6.

Enter the information for the third value set in the following fields: •

Value Set Name: YourInitials_ACCOUNT

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•

Description: YourInitials Account Value Set

•

Security Type: Non-Hierarchical Security

•

List Type: Enable Long List of Values

•

Format Type: Char

•

Maximum Size: 4

•

Right-justify and Zero-fill Numbers: Selected

•

Validation Type: Independent

7.

Save your work.

8.

Enter the information for the fourth value set in the following fields:

9.

•

Value Set Name: YourInitials_Future

•

Description: YourInitials Reserved for Future Use Value Set

•

Security Type: Non-Hierarchical Security

•

Format Type: Char

•

Maximum Size: 4

•

Right-justify and Zero-fill Numbers: Selected

•

Validation Type: Independent

Save your work and close the Value Sets window.

Define your Structure 10. (N) Application > Flexfield > Key > Segments. 11. Query the application General Ledger and the flexfield title Accounting Flexfield. 12. In the Structures region, insert a new record and enter the information for the flexfield structure in the following fields: •

Code: YourInitials_COA

•

Title: YourInitials Chart of Accounts

•

Description: YourInitials Chart of Accounts

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•

Enabled: Selected

•

Segment Separator: Period (.)

•

Cross-Validate Segments: Selected

•

Allow Dynamic Inserts: Selected

13. Click (B) Segments to navigate to the Segments Summary window. 14. Enter the information for the first segment in the following fields: •

Number: 1

•

Name: CO

•

Window Prompt: Company

•

Column: SEGMENT1

•

Value Set: YourInitials_CO

•

Displayed: Selected

•

Enabled: Selected

15. Click (B) Open to navigate to the Segments window. 16. Enter the information for the first segment in the following fields: •

Security Enabled: Selected

•

Display Size: 2

•

Description Size: 30

17. Save your work. 18. Click (B) Flexfield Qualifiers to navigate to the Flexfield Qualifiers window. 19. Select the Enabled check box for the Balancing Segment flexfield qualifier. 20. Save your work. 21. Navigate back to the Segments Summary window. 22. Enter the information for the second segment in the following fields: •

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•

Name: CC

•

Window Prompt: Cost Center

•

Column: SEGMENT2

•

Value Set: YourInitials_COST

•

Displayed: Selected

•

Enabled: Selected

23. Click (B) Open to navigate to the Segments window. 24. Enter the information for the second segment in the following fields: •

Security Enabled: Selected

•

Display Size: 3

•

Description Size: 30

25. Save your work. 26. Click (B) Flexfield Qualifiers to navigate to the Flexfield Qualifiers window. 27. Select the Enabled check box for the Cost Center Segment flexfield qualifier. 28. Save your work. 29. Navigate back to the Segments Summary window. 30. Enter the information for the third segment in the following fields: •

Number: 3

•

Name: ACCT

•

Window Prompt: Account

•

Column: SEGMENT3

•

Value Set: YourInitials_ACCOUNT

•

Displayed: Selected

•

Enabled: Selected

31. Click (B) Open to navigate to the Segments window. Copyright © Oracle Corporation, 2008. All rights reserved.

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32. Enter the information for the third segment in the following fields: •

Security Enabled: Selected

•

Display Size: 4

•

Description Size: 30

33. Save your work. 34. Click (B) Flexfield Qualifiers to navigate to the Flexfield Qualifiers window. 35. Select the Enabled check box for the Natural Account Segment flexfield qualifier. 36. Save your work. 37. Navigate back to the Segments Summary window. 38. Enter the information for the fourth segment in the following fields: •

Number: 4

•

Name: RFU

•

Window Prompt: Future Use

•

Column: SEGMENT4

•

Value Set: YourInitials_FUTURE

•

Displayed: Selected

•

Enabled: Selected

39. Click (B) Open to navigate to the Segments window. 40. Enter the information for the fourth segment in the following fields: •

Default Type: Constant

•

Default Value: 0000

•

Security Enabled: Selected

•

Display Size: 4

•

Description Size: 30

41. Save your work and close the Segments window. Copyright © Oracle Corporation, 2008. All rights reserved.

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42. Close the Segment Summary window to avigate back to the Key Flexfield Segments window. 43. Select the Freeze Flexfield Definition check box. Click (B) OK to acknowledge Caution message. 44. Click (B) Compile to compile the flexfield definition. You will find two notes indicating that the flexfield was compiled successfully. Click (B) OK to each note about submitting your request to generate the flexfield view. Define your Values 45. (N) Application > Validation > Values. 46. In the Find window, select Value Set and find the YourInitials_CO value set. Click (B) Find. 47. In the Values, Effective region of the Segment Values window, define the following values: Value

Description

Enabled

01

Red Co.

Checked

02

Orange Co.

Checked

03

Yellow Co.

Checked

04

Green Co.

Checked

05

Blue Co.

Checked

48. Save your work. 49. In the Segment Values window, verify Value Set radio button is selected and your cursor is in the header region, then query the YourInitials_COST value set in the Name field. 50. In the Values, Effective region, define the following values: Value

Description

Enabled

000

Not Specified

Checked

100

Sales

Checked

200

Services

Checked

300

Development

Checked

51. Save your work. 52. In the Segment Values window, verify Value Set radio button is selected and your cursor is in the header region, then query the YourInitials_ACCOUNT value set in the Name field. 53. Define the following values: Copyright © Oracle Corporation, 2008. All rights reserved.

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Values, Effective

Values, Hierarchy, Qualifiers

Value

Description

Enabled

Account Type

1110

Cash

Checked

Asset

1120

Cash Clearing

Checked

Asset

2110

Accounts Payable

Checked

Liability

3110

Salaries

Checked

Liability

4110

Travel Expense

Checked

Expense

Note: Click in the Qualifiers field in the Values, Hierarchy, Qualifiers region to display the Segment Qualifiers window and enter a value in the Account Type field. Accept the default values for the other fields in the Segment Qualifiers window. 54. Save your work. 55. In the Segment Values window, select Value Set and find the YourInitials_FUTURE value set. Click (B) Find. 56. In the Values, Effective region, define the following value: Value

Description

0000

Not Specified

57. Save your work and close the Value window. Click (B) OK to the note about submitting your request to compile 4 value set hierarchies. Test your Key Flexfield After defining your value sets, segments, and values, navigate to the Accounting Flexfield to test the results of your work. To view the Accounting Flexfield, you will perform the beginning steps in the process for creating your accounting structure and then view the accounting flexfield you created earlier in this practice. Responsibility: General Ledger Super User 58. (N) Setup > Financials > Accounting Setup Manager > Accounting Setups. 59. In the Accounting Setups window, click (B) Create Accounting Setup. 60. Click (B) Next to access the Create Accounting Setups: Define Accounting Representations window. 61. Enter the following information: − Name: YourInitials_COA − Chart of Accounts: YourInitials Chart of Accounts Copyright © Oracle Corporation, 2008. All rights reserved.

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− Accounting Calendar: Accounting (Year) − Currency: USD 62. Click (B) Next and (B) Finish to save your accounting structure. 63. Click (B) Define Accounting Options in the confirmation page. 64. In the Primary Ledger region, click the Update icon for Ledger Options. 65. Click (B) Next to access the Update Ledger: Ledger Options window. 66. In the Year End Processing region, click the Search icon for the Retained Earnings Account field to display the list of values. The Accounting Flexfield appears. 67. Enter values in the Accounting Flexfield to test your work. 68. Cancel your entries and exit without saving.

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Practice - Security Rules Overview Flexfield security rules control access to specific segment values by responsibility. These rules can be set up for any or all segments. Security rules are tied to a responsibility, which is in turn associated with users. In this practice, you will create a rule preventing users from viewing an account. You will assign the rule to the General Ledger Super User responsibility. Note: Before you can use security for a flexfield segment, you must enable security both at the value set level and at the segment level.

Tasks Define your Security Rule 1.

Use the Define Security Rules window to define a security rule for the ACCT segment of the Accounting Flexfield structure, YourInitials Chart of Accounts, that you defined in the Define a Key Flexfield lesson. Name the rule YourInitials_SR01, and give the rule a description. Enter an error message to explain the rule to users. •

Define the first security rule element to include all the possible account values, from 0000 to zzzz.

•

Define the second security rule element to exclude the account 4110.

Assign your Security Rule 2.

Use the Assign Security Rules window to assign your security rule to the General Ledger Super User responsibility in the Oracle General Ledger application.

Test your Key Flexfield After defining your value sets, segments, and values, navigate to the Accounting Flexfield to test the results of your work. To view the Accounting Flexfield, you will perform the beginning steps in the process for creating your accounting structure and then view the accounting flexfield you created earlier in this practice. Responsibility: General Ledger Super User 3.

(N) Setup > Financials > Accounting Setup Manager > Accounting Setups.

4.

In the Accounting Setups window, search by Ledger YourInitials_COA, click Go

5.

Select Update Accounting Options.

6.

In the Primary Ledger region, click the Update icon for Ledger Options. Copyright © Oracle Corporation, 2008. All rights reserved.

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7.

Click Next to access the Update Ledger: Ledger Options window.

8.

In the Year End Processing region, click the Search icon for the Retained Earnings Account field to display the list of values. The Accounting Flexfield appears.

9.

Enter values in the Accounting Flexfield to test your work.

10. Cancel your entries and exit without saving.

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Solution – Security Rules Define your Security Rule Responsibility: System Administrator 1.

(N) Security > Responsibility > ValueSet > Define.

2.

In the Find window, select Key Flexfield and find the ACCT segment of the YourInitials Chart of Accounts structure for the Accounting Flexfield in the General Ledger application.

3.

In the Security Rules region of the Define Security Rules window, enter information in the following fields:

4.

5.

•

Name: YourInitials_SR01

•

Description: YourInitials Security Rule 01

•

Message: YourInitials_SR01 GL responsibility cannot use account 4110.

In the Security Rule Elements region, enter following information Security Rule Elements: Type

From

To

Include

0000

zzzz

Exclude

4110

4110

Save your work.

Assign your Security Rule 6.

Click (B) Assign.

7.

In the Security Rules region of the Assign Security Rules window, enter information in the following fields:

8.

•

Application: General Ledger

•

Responsibility: General Ledger Super User

•

Name: YourInitials_SR01

Save your work.

Test your Key Flexfield After defining your value sets, segments, and values, navigate to the Accounting Flexfield to test the results of your work. To view the Accounting Flexfield, you will perform the beginning steps Copyright © Oracle Corporation, 2008. All rights reserved.

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in the process for creating your accounting structure and then view the accounting flexfield you created earlier in this practice. Responsibility: General Ledger Super User 9.

(N) Setup > Financials > Accounting Setup Manager > Accounting Setups.

10. In the Accounting Setups window, search by Ledger YourInitials_COA, click (B) Go. 11. Select Update Accounting Options icon. 12. In the Primary Ledger region, click the Update icon for Ledger Options. 13. Click (B) Next to access the Update Ledger: Ledger Options window. 14. In the Year End Processing region, click the Search icon for the Retained Earnings Account field to display the list of values. The Accounting Flexfield appears. 15. Enter values in the Accounting Flexfield to test your work. 16. Cancel your entries and exit without saving.

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Practice - Cross-Validation Rules Overview Cross-validation rules enable you to restrict users from entering certain combinations of segment value codes. In this practice, you will use the Accounting Flexfield structure you defined earlier in the Define a Key Flexfield lesson. You will create a cross-validation rule to prevent the Orange Company from using the Development cost center. Whenever you add or change cross-validation rules, you must recompile the flexfield structure to ensure your changes are reflected in the applications.

Tasks Define your Cross-Validation Rule 1.

Use the Cross-Validation Rules window to define a cross-validation rule for the Accounting Flexfield structure you defined in the Define a Key Flexfield lesson, YourInitials Chart of Accounts. Name the rule YourInitials_CVR:01, give the rule a description, and ensure the rule is enabled. Enter an error message to explain the rule to users, and specify the CO segment as the error segment.

Define your Cross-Validation Rule Elements 2.

Define two cross-validation rule elements. •

Define the first cross-validation rule element to include all the possible code combinations, from lowest to highest.

•

Define the second cross-validation rule element to exclude any code combinations containing both the Orange Company and the Development cost center.

•

After defining the cross-validation rule, recompile the flexfield structure definition.

Test your Key Flexfield After defining your value sets, segments, and values, navigate to the Accounting Flexfield to test the results of your work. To view the Accounting Flexfield, you will perform the beginning steps in the process for creating your accounting structure and then view the accounting flexfield you created earlier in this practice. Responsibility: General Ledger Super User 3.

(N) Setup > Financials > Accounting Setup Manager > Accounting Setups.

4.

In the Accounting Setups window, search by Ledger YourInitials_COA, click Go

5.

Select Update Accounting Options. Copyright © Oracle Corporation, 2008. All rights reserved.

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6.

In the Primary Ledger region, click the Update icon for Ledger Options.

7.

Click Next to access the Update Ledger: Ledger Options window.

8.

In the Year End Processing region, click the Search icon for the Retained Earnings Account field to display the list of values. The Accounting Flexfield appears.

9.

Enter values in the Accounting Flexfield to test your work.

10. Cancel your entries and exit without saving.

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Solution - Cross-Validations Define your Cross-Validation Rule Responsibility: System Administrator 1.

(N) Application > Flexfield > Key > CrossValidation.

2.

Query the YourInitials Chart of Accounts structure for the Accounting Flexfield in the General Ledger application.

3.

In the Cross-Validation Rules region, enter the information for the rule in the following fields: •

Name: YourInitials_CVR:01

•

Description: YourInitials Cross-Validation Rule 01

•

Enabled: Selected

•

Error Message: YourInitials_CVR:01-The Orange company cannot use the Development cost center.

•

Error Segment: CO

Define your Cross-Validation Rule Elements 4.

In the Cross-Validation Rule Elements region, enter the information: Type

From

To

Include

00.000.0000.0000 zz.zzzz.zzzz.zzzz

Exclude

02.300.0000.0000 02.300.zzzz.zzzz

5.

Save your work.

6.

(N) Application > Flexfield > Key > Segments.

7.

Query the YourInitials Chart of Accounts structure for the Accounting Flexfield in the General Ledger application.

8.

Click (B) Compile to compile the flexfield definition. You will find two notes indicating that the flexfield was compiled successfully. Click (B) OK to each note about submitting your request to generate the flexfield view.

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Test your Key Flexfield After defining your value sets, segments, and values, navigate to the Accounting Flexfield to test the results of your work. To view the Accounting Flexfield, you will perform the beginning steps in the process for creating your accounting structure and then view the accounting flexfield you created earlier in this practice. Responsibility: General Ledger Super User 9.

(N) Setup > Financials > Accounting Setup Manager > Accounting Setups.

10. In the Accounting Setups window, search by Ledger YourInitials_COA, click (B) Go. 11. Select Update Accounting Options icon. 12. In the Primary Ledger region, click the Update icon for Ledger Options. 13. Click (B) Next to access the Update Ledger: Ledger Options window. 14. In the Year End Processing region, click the Search icon for the Retained Earnings Account field to display the list of values. The Accounting Flexfield appears. 15. Enter values in the Accounting Flexfield to test your work. 16. Cancel your entries and exit without saving.

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Practice - Shorthand Aliases Overview Shorthand aliases speed data entry for end users. Aliases can be used either to define a complete key flexfield combination or to create a template providing values for some segments, thus allowing the user to complete the flexfield entry. Users can determine whether to use aliases in the Flexfields: Shorthand Entry user profile option. In this practice, you will define both a complete shorthand alias and a partial alias template for the Accounting Flexfield structure you defined in the Define a Key Flexfield lesson.

Tasks Define your Shorthand Alias 1.

Use the Shorthand Aliases window to define shorthand aliases for the Accounting Flexfield structure, YourInitials Chart of Accounts that you defined in the Define a Key Flexfield lesson. Enable aliases for this structure, a maximum size of 15, and a prompt of Shorthand.

2.

Define an alias named YourInitials_SA_1, give the alias a description, and specify the complete combination 03.100.1110.0000.

3.

Define an alias named YourInitials_SA_2, give the alias a description, and specify the partial combination 04...0000.

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Solution – Shorthand Aliases Define your Shorthand Alias Responsibility: System Administrator 1.

(N) Application > Flexfield > Key > Aliases.

2.

Query the YourInitials Chart of Accounts structure for the Accounting Flexfield in the General Ledger application.

3.

In the Shorthand region, enter information in the following fields:

4.

•

Enabled: Selected

•

Max Alias Size: 15

•

Prompt: Shorthand

In the Aliases, Descriptions region, enter information for your aliases: Alias

Template

Alias Description

YourInitials _SA_1

03.100.1110.0000

Yellow Sales Cash

YourInitials _SA_2

04…0000

Green

5.

Save your work.

6.

(N) Application > Flexfield > Key > Segments.

7.

Query the YourInitials Chart of Accounts structure for the Accounting Flexfield in the General Ledger application.

8.

Click (B) Compile to compile the flexfield definition. Click (B) OK to each note about submitting your request to generate the flexfield view.

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Practice - Table Validation Overview In this practice, you will use an application table to validate a descriptive flexfield segment. You will create a table-validated value set to validate employee numbers based on a Human Resources application table called PER_ALL_PEOPLE_F. Then you will add an additional segment to the descriptive flexfield structure you defined in the Define a Descriptive Flexfield lesson to track the salesperson’s employee number.

Tasks Define your Value Set 1.

Use the Value Sets window to define a table-validated value set named YourInitials_EMP_NUM. Give the value set a description, a format type of Char, and a maximum size of 30. Enable Non-Hierarchical Security and Longlist for the value set. Specify the table PER_ALL_PEOPLE_F in the Oracle Human Resources application as the validation table. Assign the Value column the column name EMPLOYEE_NUMBER, a type of Varchar2, and a size of 30. Assign the Meaning column the column name FULL_NAME, a type of Varchar2, and a size of 240. Restrict the value set to include only active employees by specifying the following Where/Order By clause: WHERE CURRENT_EMPLOYEE_FLAG = ‘Y’

Define your Structure 2.

After defining your value set, use the Descriptive Flexfield Segments window to define the structure for your descriptive flexfield. For the purposes of this practice, use the same descriptive flexfield you worked on previously to enter your new structure. Unfreeze the flexfield definition first in order to make changes to the structure.

3.

You can keep the two segments that you defined previously for the Global Data Elements context. Now define a new segment for the Global Data Elements context. Name the segment Employee Number, with a prompt of Employee Number. Assign the segment the number 30, the column ATTRIBUTE6, and the value set YourInitials_EMP_NUM.

4.

Ensure the new segment is displayed and enabled. When you finish defining the structure, freeze and compile your flexfield definition.

Test your Descriptive Flexfield 5.

After defining your value set and segment, navigate to your descriptive flexfield and test the results of your work. When you are finished, exit without saving.

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Solution – Table Validation Define your Value Set Responsibility: System Administrator 1.

(N) Application > Validation > Set.

2.

Enter the information for the value set in the following fields: •

Value Set Name: YourInitials_EMP_NUM

•

Description: YourInitials Employee Number Value Set

•

Security Type: Non-Hierarchical

•

List Type: Long List of Values

•

Format Type: Char

•

Maximum Size: 30

•

Validation Type: Table

3.

Click (B) Edit Information to navigate to the Validation Table Information window.

4.

Use the lists of values in the Table Application to select Human Resources as the table application type PER_ALL_PEOPLE_F as the table name.

5.

In the Table Columns region, use the lists of values in the following fields: Name

Type

Size

Value

EMPLOYEE_NUMBER

VarChar2

30

Meaning

FULL_NAME

VarChar2

240

6.

In the Where/Order By field, enter

7.

WHERE CURRENT_EMPLOYEE_FLAG = ‘Y’

8.

Save your work.

Define your Structure 9.

(N) Application > Flexfield > Descriptive > Segments.

10. Query your descriptive flexfield in the Descriptive Flexfield Segments window.

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11. Clear the Freeze Flexfield Definition check box. 12. In the Context Field Values region, select the Global Data Elements context and click (B) Segments to navigate to the Segments Summary window. 13. Keep the two segments you defined previously. 14. Enter the information for the third segment in the following fields: Number 30

Name

Window Prompt

Column

Value Set

Displayed Enabled

Employee Employee ATTRIBUTE6 YourInitials_EMP_NUM Checked Checked Number Number

15. Save your work. 16. Navigate back to the Descriptive Flexfield Segments window. 17. Select the Freeze Flexfield Definition check box. 18. Click (B) Compile to compile the flexfield definition. Click (B) OK to each note about submitting your request to generate the flexfield view. Test your Descriptive Flexfield 19. After defining your value set and segment, navigate to your descriptive flexfield using the General Ledger Super User responsibility and test the results of your work. When you are finished, exit without saving.

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Chapter 26 - Page 147

Practice - Cascading Dependencies with $FLEX$ Overview In this practice, you will create a descriptive flexfield that uses cascading dependencies to validate the values entered. The flexfield will track the manufacturer, model, and color of a vehicle. The possible model values will be restricted depending on the manufacturer value, and the possible color values will be restricted depending on the model value. To set up the cascading dependencies, you will create table-validated value sets using the following tables: CAR_MAKERS MANUFACTURER_NAME MANUFACTURER_DESCRIPTION MANUFACTURER_ID Ford

Ford

01

Nissan

Nissan

02

Chevrolet

Chevrolet

03

Chrysler

Chrysler

04

CAR_MODELS MODEL_NAME MODEL_DESCRIPTION MODEL_ID MANUFACTURER_ID Mustang

Mustang

011

01

Windstar

Windstar

012

01

240SX

240SX

013

02

Altima

Altima

014

02

Corvette

Corvette

015

03

Camaro

Camaro

016

03

Sebring

Sebring

017

04

Concorde

Concorde

018

04

CAR_COLORS COLOR_NAME COLOR_DESCRIPTION COLOR_ID MODEL_ID MANUFACTURER_ID Red

Red

0101

011

01

Black

Black

0102

011

01

Green

Green

0103

011

01

Black

Black

0104

012

01

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COLOR_NAME COLOR_DESCRIPTION COLOR_ID MODEL_ID MANUFACTURER_ID Blue

Blue

0105

012

01

White

White

0106

012

01

Champagne

Champagne

0107

013

02

Red

Red

0108

013

02

Sea Green

Sea Green

0109

013

02

Silver

Silver

0110

014

02

Gold

Gold

0111

014

02

Teal

Teal

0112

014

02

Black

Black

0113

015

03

Red

Red

0114

015

03

Yellow

Yellow

0115

015

03

Purple

Purple

0116

016

03

Blue

Blue

0117

016

03

Green

Green

0118

016

03

Maroon

Maroon

0119

017

04

Silver

Silver

0120

017

04

Green

Green

0121

017

04

White

White

0122

018

04

Blue

Blue

0123

018

04

Silver

Silver

0124

018

04

Tasks Define your Value Sets 1.

Use the Value Sets window to define three value sets. •

Define a table-validated value set named YourInitials_MFG. Give the value set a description, a format type of Char, and a maximum size of 10. Enable non-hierarchical security for the value set. Specify the table CAR_MAKERS as the validation table. Assign the Value column the column name MANUFACTURER_NAME, a type of Varchar2, and a size of 10. Assign the Meaning column the column name MANUFACTURER_DESCRIPTION, a type of Varchar2, and a size of 30. Assign the ID column the column name MANUFACTURER_ID, a type of Number, and a size of 2.

•

Define a table-validated value set named YourInitials_MODEL. Give the value set a description, a format type of Char, and a maximum size of 10. Enable non-hierarchical security for the value set. Specify the table CAR_MODELS as the validation table. Copyright © Oracle Corporation, 2008. All rights reserved.

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Assign the Value column the column name MODEL_NAME, a type of Varchar2, and a size of 10. Assign the Meaning column the column name MODEL_DESCRIPTION, a type of Varchar2, and a size of 30. Assign the ID column the column name MODEL_ID, a type of Number, and a size of 3. Specify the following Where/Order By clause: WHERE MANUFACTURER_ID = :$FLEX$. YourInitials_MFG •

Define a table-validated value set named YourInitials_COLOR. Give the value set a description, a format type of Char, and a maximum size of 10. Enable non-hierarchical security for the value set. Specify the table CAR_COLORS as the validation table. Assign the Value column the column name COLOR_NAME, a type of Varchar2, and a size of 10. Assign the Meaning column the column name COLOR_DESCRIPTION, a type of Varchar2, and a size of 30. Assign the ID column the column name COLOR_ID, a type of Number, and a size of 4. Specify the following Where/Order By clause: WHERE MODEL_ID = :$FLEX$. YourInitials_MODEL ORDER BY COLOR_NAME

Define your Structure 2.

After defining your value sets, use the Descriptive Flexfield Segments window to define the structure for your descriptive flexfield. For the purposes of this practice, use the same descriptive flexfield that you worked on previously to enter your new structure. Unfreeze the flexfield definition first so that you can change the structure.

3.

Delete the segments that you defined previously for the Global Data Elements context. Then define three new segments for the Global Data Elements context. •

Define a segment named Manufacturer, with a prompt of Manufacturer. Assign the segment the number 10, the column ATTRIBUTE1, and the value set YourInitials_MFG.

•

Define a segment named Model, with a prompt of Model. Assign the segment the number 20, the column ATTRIBUTE2, and the value set YourInitials_MODEL.

•

Define a segment named Color, with a prompt of Color. Assign the segment the number 30, the column ATTRIBUTE3, and the value set YourInitials_COLOR.

•

Ensure that all three segments are displayed and enabled. When you finish defining the structure, freeze and compile your flexfield definition.

Test your Descriptive Flexfield 4.

After defining your value sets and segments, navigate to your descriptive flexfield and test the results of your work. When you are finished, exit without saving.

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Chapter 26 - Page 150

Solution – Cascading Dependencies with $FLEX$ Define your Value Sets Responsibility: System Administrator 1.

(N) Application > Validation > Set.

2.

Enter the information for the first value set in the following fields: •

Value Set Name: YourInitials_MFG

•

Description: YourInitials Car Manufacturers Value Set

•

Security Type: Non-Hierarchical

•

Format Type: Char

•

Maximum Size: 10

•

Validation Type: Table

3.

Click Edit Information to navigate to the Validation Table Information window.

4.

Enter CAR_MAKERS as the table name.

5.

In the Table Columns region, enter the following information for the Value column: Name

Type

Size

MANUFACTURER_NAME

VarChar2

10

Meaning MANUFACTURER_DESCRIPTION VarChar2

30

Value ID

MANUFACTURER_ID

Number

2

6.

Save your work.

7.

Enter the information for the second value set in the following fields: •

Value Set Name: YourInitials_MODEL

•

Description: YourInitials Car Models Value Set

•

Security Type: Non-Hierarchical Security

•

Format Type: Char

•

Maximum Size: 10 Copyright © Oracle Corporation, 2008. All rights reserved.

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•

Validation Type: Table

8.

Click Edit Information to navigate to the Validation Table Information window.

9.

Enter CAR_MODELS as the table name.

10. In the Table Columns region, enter the following information for the Value column: Name

Type

Size

Value

MODEL_NAME

VarChar2

10

Meaning

MODEL_DESCRIPTION

VarChar2

30

ID

MODEL_ID

Number

3

11. In the Where/Order By field, enter WHERE MANUFACTURER_ID = :$FLEX$. YourInitials _MFG 12. Save your work. 13. Enter the information for the third value set in the following fields: •

Value Set Name: YourInitials_COLOR

•

Description: YourInitials Car Colors Value Set

•

Security Type: Non-Hierarchical Security

•

Format Type: Char

•

Maximum Size: 10

•

Validation Type: Table

14. Click Edit Information to navigate to the Validation Table Information window. 15. Enter CAR_COLORS as the table name. 16. In the Table Columns region, enter the following information for the Value column: Name

Type

Size

Value

COLOR_NAME

VarChar2

10

Meaning

COLOR_DESCRIPTION

VarChar2

30

ID

COLOR_ID

Number

4

17. In the Where/Order By field, enter:

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Chapter 26 - Page 152

WHERE MODEL_ID = :$FLEX$.YourInitials _MODEL ORDER BY COLOR_NAME 18. Save your work. Define your Structure 19. (N) Application > Flexfield > Descriptive > Segments. 20. Query your descriptive flexfield in the Descriptive Flexfield Segments window. 21. Clear the Freeze Flexfield Definition check box. 22. Select the Global Data Elements context and click (B) Segments to navigate to the Segments Summary window. 23. Delete the segments that you defined previously. 24. Save your work. 25. Enter the following information for the segments: Note: Save after each segment. Number 10

Name

Window Prompt

Column

Manufacturer Manufacturer ATTRIBUTE1

Value Set

Displayed Enabled

YourInitials_MFG

Checked Checked

20

Model

Model

ATTRIBUTE2

YourInitials_MODEL

Checked Checked

30

Color

Color

ATTRIBUTE3

YourInitials_COLOR

Checked Checked

26. Save your work. 27. Navigate back to the Descriptive Flexfield Segments window. 28. Select the Freeze Flexfield Definition check box. 29. Click (B) Compile to compile the flexfield definition. Click (B) OK to each note about submitting your request to generate the flexfield view. Test your Descriptive Flexfield 30. After defining your value sets and segments, navigate to your descriptive flexfield using the General Ledger Super User responsibility and test the results of your work. When you are finished, exit without saving.

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Guided Demonstrations and Practices

Chapter 26 - Page 153

Guided Demonstration - Folders Overview The committee wants you to test setting up and administering a Folder form. But, they are willing to do a single test. You will see the following demonstrated. •

Create the folder

•

Assign a default folder definition to a user

•

Set the profile option to control modifications of the folder by the user

Tasks 1.

Log on to Oracle Applications using the username you defined earlier, such as YourInitialsUSER.

2.

Select General Ledger Super User responsibility and navigate to (N) Journals > Enter.

3.

The first window you see is the Find Journals window. Note that once you create your folder and assign it to your user this window will not appear.

4.

In the Find Journals window, enter Payables in the Source field.

5.

Click Find.

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Guided Demonstrations and Practices

Chapter 26 - Page 154

6.

In the Enter Journals window, choose Folder > Save As….

7.

In the Save Folder window, enter the following: •

Folder: YourInitials Payables Journals

•

Autoquery: Ask each time

•

Public: enable check box

•

Include query: enable check box

8.

Click Show Query.

9.

The Show Query window displays (JE_SOURCE=‘PAYABLES’). Note: you can view the query here, but you cannot change it. Click OK to close the window.

10. In the Save Folder window click OK.

11. In the Enter Journals window, the upper left corner next to the Folder icon is the name you entered for your folder. 12. Click on the Folder icon to launch the Open Folder window. Note: the other folders that are available for your selection. These appear because they are defined as Public. 13. Click Cancel. 14. Click on the Folder Tools icon on the toolbar (the second icon from the right) to launch the Folder Tools window palette. Move your cursor over each icon to view its function. Copyright © Oracle Corporation, 2008. All rights reserved.

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15. Click the Show Field… icon to launch the Show Field selection window. This allows you to add any of the listed fields to the Enter Journals window display. 16. Choose “Category” from the Show Field window if the Category column has not been added to the display in the Enter Journals window or select another value when needed and click OK. 17. Click the Save icon on the Folder Tools window, or choose Save from the Folder menu to add the Category column to your folder definition.

18. Switch Responsibilities to your System Administrator responsibility. 19. (N) Application > Administer Folders. 20. In the Find Folders screen, select “Default folder assignments by user” and choose your user name from list of values.

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21. Click Find. 22. In the Default Folders by User window, enter the following. •

Folder Set: GL_JE_BATCHES_HEADERS_V

•

Folder: Your Initials Payables Journals

•

Behavior Mode: No restrictions

23. Save your work. 24. (N) Profile > System. Copyright © Oracle Corporation, 2008. All rights reserved.

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25. In the Find System Profile Values window enter the following. •

User: YourInitialsUser

•

Profile: Folders: Allow Customization

26. Click Find. 27. Set the Profile Option to disallow modification by your user. In the System Profile Values screen enter “No” as the User value for the profile option.

28. Save your work. 29. Switch Responsibilities back to your General Ledger Super User. 30. (N) Journals > Enter. 31. Notice that you see a Decision window that says “Find all records in this folder?” This window displays because you chose “Ask each time” when you defined the folder. 32. Click Yes. 33. Notice that the Journal Entries window opens with your folder displayed. 34. Click on the Folder Tools icon on the toolbar. Note that all the modification icons are disabled (because you set the Folders: Allow Customization profile option to No). 35. Click on the Folder menu and notice that the only enabled option is Open.

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Guided Demonstrations and Practices

Chapter 26 - Page 158

Practice - Incorporating Custom Programs Overview The committee wants you to test the process for adding a custom program. In order to speed the testing, the committee has agreed to use an existing program, the Completed Concurrent Requests report, to test this functionality. In order to test this process, you will do the following. •

Create a concurrent program definition

•

Add the concurrent program to a request group

•

Add the request group to a responsibility

•

Test your custom program

Tasks Create your Concurrent Program Definition 1.

Given the executable program already created, you need to create a concurrent program to contain it. Query up the Completed Concurrent Requests Report program in the Concurrent Programs window and use the Copy to button to create your custom program. •

Program: YourInitials Completed Concurrent Requests

•

Short Name: YourInitials_CPCRQ

•

Application: Application Object Library

•

Choose to Include Program Parameters when copying

•

Choose to Include Program Incompatibilities when copying

Add your Concurrent Program to a Request Group 2.

Add your concurrent program to your existing YourInitials Assistant SysAdmin request group. Once you have added it to this group, it will have already been assigned to the Your Initials Assistant System Administrator responsibility and to the YourInitials_Assist_SA user.

Test your Concurrent Program 3.

Sign-on as the YourInitials_Assist_SA user, and submit a concurrent request for your new report.

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Chapter 26 - Page 159

Solution - Incorporating Custom Programs Responsibility: System Administrator If necessary, log in to Oracle Applications and select the System Administrator responsibility. Create your Concurrent Program Definition 1.

Navigate to (N) Concurrent > Program > Define.

2.

Query the Completed Concurrent Requests program.

3.

Click the (B) Copy to…

4.

In the Copy to window enter the following: •

Program: YourInitials Completed Concurrent Requests Report

•

Short Name: YourInitials_CPCRQ (e.g., JSCS_CPCRQ)

•

Application: Application Object Library

•

Choose to Include Program Parameters when copying

•

Choose to Include Program Incompatibilities when copying

5.

Click (B) OK to close the “Copy to …” window..

6.

Save your work. Your completed form should appear similar to the example shown.

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Chapter 26 - Page 160

7.

Close the form.

Add your Concurrent Program to a Request Group 9.

Navigate to (N) Security > Responsibility > Request.

10. Query your request group YourInitials Assistant SysAdmin Group. 11. Insert a new record and the Program YourInitials Completed Concurrent Requests. 12. Save your work. Your completed form should appear similar to the example shown.

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Chapter 26 - Page 161

14. Close the form. Test your Concurrent Program 15. Switch Responsibilities to or log in as the YourInitials_Assist_SA. 16. Navigate to (N) Requests > Run. 17. Click (B) OK to submit a single request. 18. Submit your new program and watch it complete successfully.

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Chapter 26 - Page 162