Thesetechtipsareofferedfreeofchargeinthespiritofsharingknowledgewithothers.Theydonotincludetechnicalsupport,shouldyouhaveaproblemwiththem.Wearealwaysinterestedinhowtheycanbeimproved,pleasedonothesitatetoemailusyourcomments.Thesetipshavebeenthoroughlytestedbyourconsultantsinavarietyofenvironments.Pleasereadthesetechtipsthoroughlyandbe

surethatyouunderstandthembeforetryingtousethem.Wecannotberesponsibleforissuesthatdevelopbecauseoftheconfigurationofyourhardware,technicalenvironmentorapplicationofthetechmemos.Ifyouarenotsure,thenweurgeyoutocontactOracletechnicalsupportoryourlocalsupportconsultantforassistance.

AsaUnifieradministratorordeveloper,youmayhavethefollowingquestionsinBPdesign:

• HowdoIaddanewBPtoaProjectTemplate?• HowdoIaddanewBPtoaProject(shell)?• HowdoIActivateandmakesureIcanseeandusetheBPinsidemyProject(Shell)?

Intoday’stopic,wearegoingtoexploretheseitemsandgiveyourecommendationsonhow&whentousethesedesignfeaturesinUnifierdevelopment.AddaBPtoaProjectTemplateTofindtheShellTemplate,navigatetoCompanyWorkspace>Adminmode>Templates>Shells>Projects

JUNE 2019 ORACLE UNIFIER

ADDING A NEW BP FOR USE IN A SHELL

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OpentheshelltemplateyouwanttoaddtheNewBPto.Withintheshelltypetemplate,navigatetoSetup>BusinessProcesses

• Foranewbusinessprocess,youmustclick“New”toaddthebusinessprocesstothetemplate.

o Thispresumestheprocesshasalreadybeendeployedandconfiguredatthecompanylevel.

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ADDING A NEW BP FOR USE IN A SHELL

SelecttheNewBPyouwanttoaddtoyourTemplate>ClickOK

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ADDING A NEW BP FOR USE IN A SHELL

FindyournewBPintheBusinessProcessesList>MakeSureitsaysStatus:Active

Note*IfitdoesnotsayStatus:ActivebutinsteadsaysInactive:NavigatetoCompanyWorkspace:Adminmode>Configuration>BusinessProcess>SelectyourNewBusinessProcess>ClickOpen

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ADDING A NEW BP FOR USE IN A SHELL

SettheStatusto:ActiveSetyourSequenceFormat:(FormatthattheBP’swillbecontinuallynumberedinastheyarecreated)BusinessProcessLog:AdvancedEnableforMobileApplication:checked(foriPhone&Tabletuse)

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ADDING A NEW BP FOR USE IN A SHELL

UndertheWorkflowTab>ClickAddandselecttheWFfortheBPyouwanttoadd>ClickonActivate>andclickonApply>OKNote*(NowyourBPandWFisactiveinthesystemandconfiguredatthecompanylevel)

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NavigatebacktoyourCompanyWorkspaceinUnifier>navigatetoAdminmode>Templates>Shells>Projects>OpenyourTemplateType>Setup>BusinessProcess>FindyournewActiveBPintheBusinessProcessesList>ClickOpen>WorkflowSetup>New

SelecttheWorkflowYouJustActivatedfromtheDropdownMenu>ClickOKUnderGeneralTab:GivetheSetupName(usuallytheNameoftheBP)>youcangiveaDescription(usuallyrelatestothebusinesscontext)Status:Active

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ADDING A NEW BP FOR USE IN A SHELL

SettingsTab:OntheSettingsTab>NextWalkThroughEachStepoftheworkflowandassignassignees(usersorgroups;*recommendedusegroups)ateachstepintheWF>thenClickApply>OK

NextinyourCompanyWorkspaceinUnifier>navigatetoAdminmode>Templates>Shells>Projects>OpenyourTemplateType>AccessControl>UnderUserModeAccess>NavigatetoyourBusinessProcessNode(name)>ClickontheBPandgivetheapplicableGroupsthePermissionstosee/createthenewBusinessProcess>ClickOK>Apply>OK

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UpdatingyourProjects(Shells)withChanges

Next,youwillneedtopushthesechangesyou’vemadetoyourprojects.

UnderWorkflowSetup>ClickonUpdateShellsandchooseoneofthefollowing:

ClickShells,OrAllShellsoptiontoselectoneormoreshellstoupdate.

• Selectingthe“AllShells”wouldupdateallprojects,andthiswouldONLYbeusedifallprojectshavetheexactsamesetups.

• Selectonlytheshells(projects)youwanttoupdate.Usethe“Find”tofilterthelistoruseCtrl-clicktoselectmultiple.

• Ifyouhavemultipletemplatesforyourprojects,thisisimportanttoselectONLYtheshellsthatshouldbeupdated.It’sVeryimportantthatyouupdateonlythetypethatyou’remodifying.

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NowinyourProject(shell)thatyoupushedtheupdatesto>inUnifierNavigatetoUserMode>NavigatetoyourBusinessProcessNode(name)>ClickonCreate>andVerifyyoucanCreateyourNewlyAddedBPforuseinyourProject(Shell)

UpdateaBPSetupinaProjectAsoutlinedintheabovesection,thebestpracticemethodformanagingBPchangesandsetupsistousetheShellTemplatesandthenupdateindividualprojectshellsfromthetemplate.IfyouareusingGroupsthroughoutyourdesign,thentheonlyadditionalsetupattheprojectlevelwouldbetomanageandmakesurethattheappropriateusersareinthecorrectgroupsattheprojectlevel.However,ifthereareBPvariationsneededfromprojecttoproject,openingtheproject,andselectingAdmin>Setup>BusinessProcesseswilldisplayalltheBP’ssetupinthatproject.SelectingaBPdesignhereallowsyoutoopenandfurtherconfiguretheworkflowsetupifneeded.SelectingaBPdesignhereallowsyoutoopenandfurtherconfiguretheworkflowsetupifneeded.Examples:

• Ifthestepdurationrequirementisdifferentthanwhatisdefinedinthetemplate,itcanbechangedhere.ThischangeONLYaffectstheproject(shell)youareupdating.

• IfyouarenotusinggroupsbutassigningusersintheworkfloworBPsetup,youmayneedtoedit these based on personnel assigned to that project. Not recommended, but this is anoptionifthatishowyou’veconfiguredyoursetups.

• Also,ifanyoftheGeneralpropertiesinaworkflowbpchange,thesechangesmustbemadeineachproject(shell)ifthechangeismadeaftercreatingtheshell.

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NotesandCautions• IfyouareaddingaBPtoatemplate,whenyouupdatetheshellsthisBPwillbeaddedtothose

projectswiththesetupyouhaveconfiguredinyourtemplate.• BestpracticeinthesesetupswouldbetouseGroupsinyoursetupswhereverpossibleandnot

individual users. If the groups in your BP setup are not already in the project(s), they’ll becreated, and you thenwill need tobe sure that the appropriateusers are assigned to thosegroups.Ifthegroupalreadyexistsandyou’resharingitwithotherBPdesigns,thenthegrouppermissionswillbeupdatedforthatgroup.

• Whenselectingwhatshellstoupdate, it’s importanttoupdateonlythecorrectshells. Ifyouupdatethewrongshelltype(ifyouhavemultipleshelltemplates)you’llimproperlyupdatethatshellwithBP’sthatshouldn’tbethere.

SummaryUsingUnifier’sShellTemplatesarethemostefficientwaytomanageBPdesignsbeingupdatedinprojectsaslongasyouunderstandsomeoftheaspectsoftheiruseandimpacts,theyhaveonyourprojects.