28271291 Personalizing OA Framework Pages

7/31/2019 28271291 Personalizing OA Framework Pages

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Copyright 2004, Oracle. All rights reserved.

Personalizing OA Framework Pages


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1-2 Copyright 2004, Oracle. All rights reserved.

Objectives

After completing this lesson, you should be able to do

the following:

Understand the differences between

personalizations and extensions Understand the capabilities of personalizations

Understand Administrator-level personalizations

Understand User-level personalizations

Understand the benefits of personalizations

Complete the OA Framework Personalization lab


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Agenda

Terminology

Concepts

Administrator-level Personalization

Troubleshooting User-level Personalization

Deploying Personalizations

Translating Personalizations

Hands-on Exercises


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Terminology

Personalization

Declaratively tailoring UI look-and-feel, layout or

visibility of built-in content to suit a business

need or a user preference

Extension Extending the functionality of an application:

Adding new content or business logic

Extending/overriding existing business logic

Requires JDeveloper OA Extension


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System Personalization Capabilities

Menus and responsibilities

Cascading Style Sheet (CSS)

FND messages, lookups, etc.

Icons and images Page Personalization

Business preferences

End user preferences


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Concepts: Personalizations

Personalizations modify the user

interface of a page

Personalizations are layered on

top of the base page at runtime

Base product pages are not

changed

Two types of personalizations

Administratorpersonalizations

End User personalizations

Base Product

Page Definition

PersonalizationDefinition

Personalization

Definition

Personalization

Definition


7/521-7 Copyright 2004, Oracle. All rights reserved.

Concepts: Personalization Levels

Administrator Personalization

Function

Location

Site Organization

Responsibility

End User Personalization

User Views

Base Product

Page Definition

PersonalizationDefinitionPersonalization

DefinitionPersonalization

Definition



Administrator Personalization Features

Tailor text for labels, prompts, and tip messages.

Hide/show components.

Reorder components.

Restrict query results. Add new items: fields, buttons, links, pick lists,

images, and so on.

Tailor graphs and charts.

Seed end-user views.



What Can Be Personalized by

Administrators?

By default, all OA Framework-based pages can be

personalized at the administrator level, with the

following exceptions:

Pages or regions where the application developerhas disabled administrator personalization

Personalizations seeded by Oracle development

cannot be changed or deleted



When Is Personalization Not Enough?

Page personalization has some limitations:

Cannot add a new region to an existing page

Cannot modify business logic such as data

validation

Cannot build new pages

Limited ability to change page flows

You may need to create an extension

Use Oracle 9i JDeveloper with OA Extension

Extend business logic

Build new pages



Admin Personalization: Before and After



Admin-Level: Where Do I Start?

How do I create personalizations?

1. Set profile options for your username

2. Analyze your requirements and options

3. Select the page you want to personalize4. Select Personalize link to enter personalization UI

5. Choose scope and context

6. Create your specific personalization

7. Return to your application page8. Test your changes

9. Deploy to production



Profile Options for Personalization

Enable Diagnostics for analysis

FND: Diagnostics enables About This Page

Enable or disable personalization capabilities

Personalize Self-service Defn enables Personalizelink at top of pages for creation of personalizations

FND: Personalization Region Link Enabled provides

additional Personalize links for every region on a

page (optional)

Disable Self-service Personal disables ALLpersonalizations for support purposes



Analysis

Use the About This Page feature to analyze:

Existing personalizations

Regions in the page

View objects (underlying data sources) used in thepage

Menu and function structures used for navigation to

the page

Current settings of commonly-used profile options

Flexfields available in the page And much more

Use the personalization UI to analyze existing

personalizations.



About This Page

If diagnostics is turned on, the About This Page link

appears on the bottom of every page.



About This Page

Subtabs provide different information.



Navigate to Page and Start Personalizing

In the page you want to personalize, select a

Personalize link (region-level links are turned on).



Select Page to Personalize

Use the Functional Administrator responsibility to

personalize any page in any OA Framework-based

application.



Set Administrator Personalization Scope

Scope - How far the personalization reaches through

the application

A page: any shared regions are only changed for

that page

A shared region: personalizations apply for any

page using that shared region (assuming the

personalization context is valid)



Set Administrator Personalization Context

Context - where and when a personalization applies:

A particular responsibility, organization, location,

site, function (or a combination of these)



Find Object to Personalize

Expand nodes (or Expand All) to find the region or

item you want to personalize.



Optional: Search for Item in Page

If you know which object you want, Search makes it

easy to find.



Create Your Personalization

Select icons to personalize an object.

Personalize (item or region)

Reorder (region)

Create Item (region) Update Item (created items only)

Delete Item (created items only)

Seeded User Views (tables in query regions only)



Modify Object Properties

Change one or more properties of an object.

Set values at multiple levels at one time.

Check inheritance of property values.

Overrride dynamic property settings (SPEL values). Properties vary according to object style.

. . .



Common Properties to Personalize

Properties

Rendered - whether the field exists in the page at

all (either hidden or displayed)

Disabled Required

Initial Value

Records Displayed

Destination URI and/or Destination Function User Personalization

Title, Prompt and/or Text


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Modify Query Filters

Change query criteria for a region by selecting the icon

for the Query property.


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Change Sort Order

Change the sort order of table columns where

available.


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Create a New Item

Select the Add Item icon

for a region.

Choose an item style.

Set properties for thenew item.


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Common Item Styles to Personalize

Item styles

Message Text Input is a text input field

Message Lov Input is a text input field with list of

values Message Styled Text is a display-only data field

Static Styled Text is boilerplate text on the page

Tip is instructional text in the Tip format

Button links to another page or web site Image lets you add an image (often used as a link)

Formatted text lets you add raw HTML content


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Connecting a New Item to a Data Source

Use the View Instance and View Attribute properties to

bind a new item to an available data source. Find this

information using About This Page.

View Instance is the view object instance name.

VO)

View Attribute corresponds to the data source

column you want.


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Return to Your Application Page and Test

Select the Return to Application link to return from the

personalization user interface.


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Managing Administrator Personalizations

Deleting personalizations

Enabling or disabling personalizations

Translating personalizations

Deploying personalizations (moving from oneenvironment to another)


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Manage Personalization Levels

You can easily enable, disable, or delete selected

personalizations.


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Troubleshooting Administrator

Personalizations

Things to check if a personalization does not appear as

expected:

Is the personalization overridden by another

personalization at a different level or an end user

view?

Is the current context the same as the

personalization context?

For example, are you using the responsibility

specified in the context for a personalization? If everything seems correct but personalization

does not take effect

Developer has prevented personalization or may be

overriding it.


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Troubleshooting Administrator

Personalizations

What to do if a personalization causes the page to have

an error:

If the page can run:

return to the page

select the Personalize Page link

either correct the personalization or delete it using

the Manage Personalization Levels page.


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Troubleshooting Personalizations

If the page cannot be run at all, use the Application

Catalog page in the Functional Administrator

responsibility

find the personalization

select Manage Levels to go to the Manage

Personalization Levels page

deactivate or delete the personalization.

Last resort: use the PL/SQL package JDR_UTILS to

examine and delete a personalization.


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Examine Personalizations Using SQL*Plus

As a last resort, use the JDR_UTILS PL/SQL package in

SQL*Plus:

Allows detailed examination of personalization

documents that already exist in MDS Repository

List any personalization documents

Print out existing personalization documents

Print out any translations of personalizations


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User-level Personalizations

Inquiry pages using query regions can be

personalized to create specific views of data.

Query filters

Order of columns

Column prompts

Hide or show columns

Access personalization UI from Save View or

Personalize button.


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User-level Personalization Features

Create and save a search.

Tailor table column titles.

Hide/show columns.

Reorder columns. Add a data filter.

Change sorting order.


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User-level Personalizations

Enter the personalization UI using the Save Search

button if it is available on a Search region.


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User-level Personalizations: Views


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User Personalizations: Sort and Filter

Users can change sort orders where available and can

add query criteria to the personalized view.


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User Personalizations: Column Renaming

Users can rename results table columns and total

them if applicable.


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User Personalizations: Multiple Views

Users can choose among personalized views and

personalize them further.


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Users Maintain User Personalizations


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Default Personalizations for Users

User personalizations can exist at three levels:

Seeded by Oracle development

Created by administrator

Created by end user


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Deploying Personalizations

Personalizations can be created in a test environment,

then deployed to one or more production

environments.

Create and test your personalizations in a test

database

Export personalizations as XML files

Export tool

Import personalizations to a different database

Import tool


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XLIFF (.xlf) files allow translations.

Always create initial personalizations in the base

language of the Applications instance.

For a small number of translations

Use Export/Upload Translations buttons on the

Manage Personalization Levels page


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Importing or exporting personalization translations

in bulk

Use the Export tool to obtain XML files.

Use the XLIFF Extractor to extract translation

information from the page XML files.

Use the XLIFF Importer to load translations into the

database repository.


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Demonstration

Common personalizations an administrator might do:

Make a field required or not

Hide or show a field

Add a new tip Change a prompt and field order

Changing the destination of the Privacy link


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Benefits of Personalizations

Personalizations survive upgrades and patches.

Admin-level personalizations are available on any

component.

User-level personalizations are available on

queries.

Administrators can easily disable personalizations

for debugging.

Personalizations can be translated.

Personalizations can be implemented on a testsystem, and they allow for immediate feedback.


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Summary

In this lesson, you should have learned how to:

Understand the differences between

personalizations and extensions.

Understand the capabilities of personalizations.

Understand Admin-level personalizations.

Understand User-level personalizations.

Understand the benefits of personalizations.

Complete the OA Framework Personalization lab.

Documents

28271291 Personalizing OA Framework Pages