Oracle Apps System Admin Student guide2

8/19/2019 Oracle Apps System Admin Student guide2

1/419

R12 Oracle Applications SystemAdministrator Fundamentals

Volume 2 - Student Guide

D49195GC10

Edition 1.0

July 2007

D51750


2/419

Copyright © 1996, 2007, Oracle. All rights reserved.

This document contains proprietary information and is protected by copyright and other intellectual property laws. You may copy andprint this document solely for your own use in an Oracle training course. The document may not be modified or altered in any way.Except where your use constitutes "fair use" under copyright law, you may not use, share, download, upload, copy, print, display,perform, reproduce, publish, license, post, transmit, or distribute this document in whole or in part without the express authorizationof Oracle.

The information contained in this document is subject to change without notice. If you find any problems in the document, pleasereport them in writing to: Oracle University, 500 Oracle Parkway, Redwood Shores, California 94065 USA. This document is not

warranted to be error-free.

If this documentation is delivered to the United States Government or anyone using the documentation on behalf of the UnitedStates Government, the following notice is applicable:

U.S. GOVERNMENT RIGHTS The U.S. Government’s rights to use, modify, reproduce, release, perform, display, or disclose these training materials are restrictedby the terms of the applicable Oracle license agreement and/or the applicable U.S. Government contract.

Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names maybe trademarks of their respective owners.

Author

Mildred Wang, Robert Farrington, Clara Jaeckel, Melody Yang

Technical Contributors and Reviewers

Donna Johnson, Leta Davis, Barbara Waddoups, Gary Lemmons, Roman Kratochvil, RogerWigenstam, Venkata Vengala, Biju Mohan, Gursat Olgun, Maxine Zasowski, Sunil Ghosh

This book was published using: oracletu tor


3/419


4/419


5/419

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contentsiii

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


6/419


7/419


R12 System Administrator Fundamentals Table of Contentsv

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


8/419


R12 System Administrator Fundamentals Table of Contentsvi

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


9/419


R12 System Administrator Fundamentals Table of Contentsvii

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


10/419


R12 System Administrator Fundamentals Table of Contentsviii

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


11/419


12/419


R12 System Administrator Fundamentals Table of Contentsx

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


13/419


R12 System Administrator Fundamentals Table of Contentsxi

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


14/419


15/419


R12 System Administrator Fundamentals Table of Contentsxiii

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


16/419


17/419


R12 System Administrator Fundamentals Table of Contentsxv

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 demonstrationsand written practice sessions reinforce the concepts and skills introduced.


18/419


R12 System Administrator Fundamentals Table of Contentsxvi

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


19/419


R12 System Administrator Fundamentals Table of Contentsxvii

Typographic Conventions

Typographic Conventions in Text

Convention Element Example

Bold italic Glossary term (ifthere is a glossary)

The algorithm inserts the new key.

Caps andlowercase

Buttons,check boxes,triggers,windows

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.

Courier new,case sensitive(default islowercase)

Code output,directory names,filenames, passwords, pathnames,URLs,

user input,usernames

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

Initial cap Graphics labels(unless the term is a proper noun)

Customer address (but Oracle Payables)

Italic Emphasized wordsand phrases,titles of books andcourses,variables

Do not save changes to the database.For further information, see Oracle7 Server SQL Language Reference Manual.

Enter [email protected], where user_id is thename of the user.

Quotation

marks

Interface elements

with long namesthat have onlyinitial caps;lesson and chaptertitles in cross-references

Select “Include a reusable module component” and click Finish.

This subject is covered in Unit II, Lesson 3, “Working withObjects.”

Uppercase SQL columnnames, commands,functions, schemas,table names

Use the SELECT command to view information stored in theLAST_NAMEcolumn of the EMP table.

Arrow Menu paths Select File > Save.Brackets Key names Press [Enter].

Commas Key sequences Press and release keys one at a time:[Alternate], [F], [D]

Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]


20/419


R12 System Administrator Fundamentals Table of Contentsxviii

Typographic Conventions in Code

Convention Element Example

Caps andlowercase

Oracle Formstriggers

When-Validate-Item

Lowercase Column names,table names

SELECT last_nameFROM s_emp;

Passwords DROP USER scottIDENTIFIED BY tiger;

PL/SQL objects OG_ACTIVATE_LAYER(OG_GET_LAYER (‘prod_pie_layer’))

Lowercaseitalic

Syntax variables CREATE ROLE role

Uppercase SQL commands andfunctions

SELECT useridFROM emp;

Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct youthrough 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 BatchesSummary.

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


21/419


22/419


23/419


Introduction to Oracle WorkflowChapter 15 - Page 1

Introduction to OracleWorkflow

Chapter 15


24/419




25/419



Introduction to Oracle Workflow


26/419



Objectives


27/419



Enabling E-Business


28/419



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.


29/419



Traditional Workflow

Traditional Workflow

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


30/419



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


31/419


32/419



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.


33/419



Event-Based Workflow

Event-Based Workflow

With the Business Event System, Oracle Workflow supports both traditional applications- based workflows and event-based integration workflows.

For e-business, there is a requirement to integrate with external systems, such as sending adocument to a business-to-business exchange, or other systems external to the localapplication. Oracle Workflow supports e-business integration workflows by allowing businessanalysts and developers to model business processes spanning different systems using agraphical drag-and-drop designer—the Workflow Builder—and run those processes using theWorkflow Engine and the Business Event System. This support enables Oracle Workflowcustomers 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 eachother. However, you can achieve the most powerful and flexible processing by using theBusiness Event System and the Workflow Engine together to execute cross-system processesfor e-business integration.


34/419



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 aworkflow process when an event is raised by specifying that process in a subscription to theevent. 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.


35/419



System Integration with Oracle Workflow


36/419



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.


37/419



Supported System Integration Types

Supported System Integration Types

The types of system integration supported by Oracle Workflow are message-based. Bysupporting 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 bysubscription-based processing, enables you to use Oracle Workflow for e-business integration.


38/419



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


39/419




Designing Business Processes for Change

Complete process representation:

• A workflow process can cross organizational and company boundaries to represent anend-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 fromcode 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 andreduce time and costs.

• You can easily implement a modified process.


40/419



• 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 monitoringcapabilities.


41/419



Designing Applications for Integration


42/419





Business events as integration points:

• Applications can raise business events at any point where further processing or integrationmight be required.

• You can define the processing to be triggered by an event immediately after defining theevent 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 subscriptionswithout intruding on the core application.


43/419



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 includingEnterprise Resource Planning (ERP), Customer Relationship Management (CRM), and HumanResources Management Systems (HRMS). Oracle Workflow is leveraged by both professionalapplications, which are typically Forms-based applications for power users, and self-serviceapplications, which are typically HTML-based applications for more casual users.


44/419



Summary


45/419


Oracle Workflow ComponentsChapter 16 - Page 1

Oracle WorkflowComponents

Chapter 16


46/419




47/419



Oracle Workflow Components

8/19/2019 Oracle Apps System Admin Stu

Documents

Oracle Apps System Admin Student guide2