Oracle Apps System Admin Student guide1

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R12 Oracle Applications SystemAdministrator Fundamentals

Volume 1 - Student Guide

D49195GC10

Edition 1.0

July 2007

D51749


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

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Author

Mildred Wang, Robert Farrington, Clara Jaeckel, Melody Yang

Technical Contributors and Reviewers

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

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Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contentsi

Table of Contents

Introduction .....................................................................................................................................................1-1 Introduction ...................................................................................................................................................1-3 Course Objectives..........................................................................................................................................1-4

Overview .......................................................................................................................................................1-5 Oracle Applications System Administration .................................................................................................1-6 Oracle Workflow Component........................................................................................................................1-7 Oracle Applications Flexfields Component...................................................................................................1-8 Additional Material........................................................................................................................................1-9

Introduction to Oracle Applications Security .......... ........... ........... ........... ........... .......... ........... ........... .........2-1 Introduction to Oracle Applications Security ................................................................................................2-3 Objectives ......................................................................................................................................................2-4 Successive Layers of Access Control ............................................................................................................2-5 Increasing Flexibility and Scalability ............................................................................................................2-6 Function Security...........................................................................................................................................2-8 Data Security .................................................................................................................................................2-9 Oracle User Management Layers of Access Control.....................................................................................2-11

Role Based Access Control (RBAC).............................................................................................................2-12 Delegated Administration..............................................................................................................................2-14 Registration Processes ...................................................................................................................................2-16 Self Service and Approvals ...........................................................................................................................2-18 Summary........................................................................................................................................................2-19

Function Security.............................................................................................................................................3-1 Function Security...........................................................................................................................................3-3 Objectives ......................................................................................................................................................3-4 Overview of Function Security......................................................................................................................3-5 Defining a New Application User .................................................................................................................3-7 Custom Applications .....................................................................................................................................3-8 Defining an Application ................................................................................................................................3-9 Registering an Oracle ID ...............................................................................................................................3-10

Data Groups...................................................................................................................................................3-11 Securing Functions ........................................................................................................................................3-13 Defining a Menu............................................................................................................................................3-14 Identifying Existing Menu Structures...........................................................................................................3-16 Menu Guidelines ...........................................................................................................................................3-17 Creating a Menu ............................................................................................................................................3-18 Modifying an Existing Menu Definition ......................................................................................................3-20 Navigator Menus ...........................................................................................................................................3-21 The Menu Viewer..........................................................................................................................................3-22 Viewing Node Properties in the Menu Viewer..............................................................................................3-23 Adding a Custom Form Function ..................................................................................................................3-24 Using Responsibilities ...................................................................................................................................3-25 Responsibility Components...........................................................................................................................3-27

Defining a New Responsibility......................................................................................................................3-28 Responsibility Creation Process ....................................................................................................................3-29 Defining a New Responsibility......................................................................................................................3-30 Excluding Functions and Menus ...................................................................................................................3-31 Summary........................................................................................................................................................3-32

Introduction to Data Security.........................................................................................................................4-1 Introduction to Data Security.........................................................................................................................4-3 Objectives ......................................................................................................................................................4-4 Introduction to Data Security.........................................................................................................................4-5


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Data Security Components - Objects.............................................................................................................4-7 Grants ............................................................................................................................................................4-8 Permissions and Permission Sets...................................................................................................................4-9 Data Security Policies....................................................................................................................................4-10 Example of a Data Security Policy................................................................................................................4-11 Summary........................................................................................................................................................4-12

Introduction to Oracle User Management ....................................................................................................5-1

Introduction to Oracle User Management .....................................................................................................5-3 Objectives ......................................................................................................................................................5-4 What Is Oracle User Management?...............................................................................................................5-5 Access Control Model ...................................................................................................................................5-6 Successive Layers of Access Control ............................................................................................................5-7 Increased Flexibility and Scalability..............................................................................................................5-8 Function Security...........................................................................................................................................5-9 Responsibilities..............................................................................................................................................5-10 Data Security .................................................................................................................................................5-11 Role Based Access Control (RBAC).............................................................................................................5-12 Delegated Administration..............................................................................................................................5-13 Delegating to Proxy Users.............................................................................................................................5-15 Provisioning Services ....................................................................................................................................5-16 Self-Service and Approvals ...........................................................................................................................5-18 Login Assistance ...........................................................................................................................................5-19 Summary........................................................................................................................................................5-20

Implementing Oracle User Management.......................................................................................................6-1 Implementing Oracle User Management.......................................................................................................6-3 Objectives ......................................................................................................................................................6-4 Implementing Oracle User Management.......................................................................................................6-5 Steps for Implementing Oracle User Management........................................................................................6-6 Configuring and Testing Oracle User Management ......................................................................................6-9 Introduction to Roles .....................................................................................................................................6-10 Examples of Roles.........................................................................................................................................6-11 Defining Roles: Data Security Policies .........................................................................................................6-12 Defining Roles: Assigning a Single Responsibility and All Its Functions to a Role.....................................6-13

Assigning a Single Responsibility to a Role and Granting Specific Functions to a Role..............................6-14 Defining Roles: Assigning Multiple Responsibilities to a Role ....................................................................6-15 Role Inheritance Hierarchies .........................................................................................................................6-16 Role Categories .............................................................................................................................................6-17 Assigning Permissions to Roles.....................................................................................................................6-18 Advantages of Roles Over Responsibilities...................................................................................................6-20 Phase II: Define Roles ...................................................................................................................................6-22 Steps for Creating Roles: Define a Role Category ........................................................................................6-23 Steps for Creating Roles: Create a Role within the Role Category ...............................................................6-24 Steps for Creating Roles: Place Role in Role Inheritance Hierarchy.............................................................6-25 Steps for Creating Roles: Assign Permissions to Roles.................................................................................6-26 Steps for Creating Roles: Assign Role to a New Person ...............................................................................6-27 Steps for Creating Roles: Test Role as Customer Administrator...................................................................6-28 Delegated Administration..............................................................................................................................6-29 What Is Delegated Administration?...............................................................................................................6-30 User Administration Privileges......................................................................................................................6-31 User Administration Privileges (cont.) ..........................................................................................................6-32 Role Administration Privileges......................................................................................................................6-33 Seeded Permissions for User Administration ................................................................................................6-34 Managing Roles with Role Administration ...................................................................................................6-35 Seeded Permissions for Role Administration ................................................................................................6-36 Organization Administration Privileges ........................................................................................................6-37 Seeded Permissions for Organization Administration...................................................................................6-38


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Delegated Administration vs. Traditional System Administration................................................................6-39 Phase III: Setting Up Delegated Administration ...........................................................................................6-40 Steps for Implementing Delegated Administration: Set Up User Administration for a Role........................6-41 Steps for Implementing Delegated Administration .......................................................................................6-42 Registration Processes ...................................................................................................................................6-45 Registration Processes: Core Components ....................................................................................................6-47 Self-Service Account Requests......................................................................................................................6-48 Requests for Additional Access.....................................................................................................................6-49 Account Creation by Administrators .............................................................................................................6-50 Phase IV: Creating Registration Processes....................................................................................................6-51 Steps for Creating Registration Processes: Provide Required Description Information................................6-52 Steps for Creating Registration Processes: Enter Runtime Execution Information.......................................6-54 Steps for Creating Registration Processes: Enter Eligibility Information......................................................6-55 Steps for Creating Registration Processes: Register Subscriptions to Business Events ................................6-56 Steps for Creating Registration Processes: Optionally Set Profile Options...................................................6-57 Steps for Creating Registration Processes: Optionally Set Login Page UI Attributes...................................6-59 Steps for Creating Registration Processes: Test as Customer Administrator ................................................6-61 Managing Proxy Users ..................................................................................................................................6-62 Self-Service Features.....................................................................................................................................6-64 Login Assistance ...........................................................................................................................................6-66 Summary........................................................................................................................................................6-67

Profile Options .................................................................................................................................................7-1 Managing Profile Options..............................................................................................................................7-3 Objectives ......................................................................................................................................................7-4 Personal Profile Values .................................................................................................................................7-5 System Profile Options - Profile Hierarchy Types ........................................................................................7-6 Profile Hierarchy Levels - Security ...............................................................................................................7-7 Profile Hierarchy Levels – Organization.......................................................................................................7-8 Profile Hierarchy Levels - Server ..................................................................................................................7-9 System Profile Options..................................................................................................................................7-10 Using User Profile Values as Defaults .........................................................................................................7-11 Profile Categories ..........................................................................................................................................7-12 Auditing Related Profile Options ..................................................................................................................7-13 Currency-Related Options.............................................................................................................................7-15 Flexfield-Related Options..............................................................................................................................7-16 Online Reporting-Related Options ................................................................................................................7-18 Personal Output Viewer Options...................................................................................................................7-19 User-Related Concurrent Request Profile Options ........................................................................................7-20 Security Signon Profile Options....................................................................................................................7-22 Summary........................................................................................................................................................7-24

Auditing System Resources.............................................................................................................................8-1 Auditing System Resources...........................................................................................................................8-3 Objectives ......................................................................................................................................................8-4 Auditing Oracle Applications........................................................................................................................8-5 Auditing User Activity ..................................................................................................................................8-6 Signon Audit Profile Option..........................................................................................................................8-7 Signon Audit Reports ....................................................................................................................................8-8 Signon Audit Forms Report...........................................................................................................................8-9 Signon Audit Concurrent Requests Report....................................................................................................8-10 Signon Audit Responsibilities Report............................................................................................................8-11 Signon Audit Unsuccessful Logins Report....................................................................................................8-12 Signon Audit Users Report............................................................................................................................8-13 Purge Audit Records......................................................................................................................................8-14 Monitor Users Window.................................................................................................................................8-15 Auditing Database Changes...........................................................................................................................8-16 Steps for Setting Up AuditTrail .....................................................................................................................8-17


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Identify Tables and Columns to Audit...........................................................................................................8-18 Create an Audit Group...................................................................................................................................8-19 Audit Tables Window....................................................................................................................................8-20 Identifying the Schema to be Audited ...........................................................................................................8-21 Enabling Audit Processing ............................................................................................................................8-22 Audit Shadow Tables.....................................................................................................................................8-23 Shadow Table Views.....................................................................................................................................8-24 Summary........................................................................................................................................................8-25

Managing Printers...........................................................................................................................................9-1 Managing Printers..........................................................................................................................................9-3 Objectives ......................................................................................................................................................9-4 Oracle Print Definition Components .............................................................................................................9-5 Relationships of the Printer Components ......................................................................................................9-7 Formatting Information .................................................................................................................................9-8 Defining Printers............................................................................................................................................9-10 Finding Existing Printer Types......................................................................................................................9-11 Registering a New Printer..............................................................................................................................9-12 Defining a New Printer Type.........................................................................................................................9-13 Printing with Pasta.........................................................................................................................................9-14 Setup for Basic Printing with Pasta ...............................................................................................................9-15 The pasta.cfg file ...........................................................................................................................................9-16 Modifying an Existing Printer Type to Use Pasta .........................................................................................9-17 Generating Other Formats using the Preprocessing Option...........................................................................9-19 Using Pasta with XML Publisher ..................................................................................................................9-20 Other Customization Materials for Oracle Applications Printing..................................................................9-22 Summary........................................................................................................................................................9-23

Introduction to Oracle Applications Manager..............................................................................................10-1 Introduction to Oracle Applications Manager (OAM) ..................................................................................10-3 Objectives ......................................................................................................................................................10-4 What is Oracle Applications Manager?.........................................................................................................10-5 Benefits of Oracle Applications Manager......................................................................................................10-6 Oracle Applications Manager Integrates with … ..........................................................................................10-7 Application Management Pack for Oracle E-Business Suite.........................................................................10-9

Navigation in OAM .......................................................................................................................................10-10 Applications Dashboard ................................................................................................................................10-11 Site Map.........................................................................................................................................................10-13 Administration...............................................................................................................................................10-14 Monitoring.....................................................................................................................................................10-15 Maintenance ..................................................................................................................................................10-16 Diagnostics and Troubleshooting ..................................................................................................................10-17 Setting Up Oracle Applications Manager......................................................................................................10-18 Summary........................................................................................................................................................10-19

System Monitoring in Oracle Applications Manager...................................................................................11-1 System Monitoring in Oracle Applications Manager ....................................................................................11-3 Objectives ......................................................................................................................................................11-4 System Status Overview................................................................................................................................11-5

System Status – Configuration Changes........................................................................................................11-7 System Status – Web Components Status .....................................................................................................11-8 System Status – System Alerts ......................................................................................................................11-10 System Status – User Initiated Alerts ............................................................................................................11-12 Performance...................................................................................................................................................11-13 Critical Activities...........................................................................................................................................11-15 Critical Activities Setup.................................................................................................................................11-16 System Alerts, Metrics, Logs.........................................................................................................................11-17 Database Initialization (init.ora) Parameters..................................................................................................11-19


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Business Flows ..............................................................................................................................................11-20 Monitoring Oracle E-Business Suite Security ...............................................................................................11-22 Monitoring E-Business Suite Security Setup - Diagnostic Tests...................................................................11-24 Applications Dashboard - Security................................................................................................................11-25 Database Status Details .................................................................................................................................11-26 Application Services......................................................................................................................................11-27 Monitoring Forms..........................................................................................................................................11-28 Forms Runaway Processes ............................................................................................................................11-29 Forms Sessions ..............................................................................................................................................11-31 Forms Runtime Processes..............................................................................................................................11-33 Host Management..........................................................................................................................................11-35 Host Management - Status.............................................................................................................................11-37 Host Management - Configuration ................................................................................................................11-38 Setting Up Oracle Applications Manager......................................................................................................11-39 Dashboard Configuration and Alerting Setup................................................................................................11-40 Setting Up Dashboard Configuration and Alerting .......................................................................................11-41 OracleMetaLink Credentials Setup................................................................................................................11-43 Knowledge Base Setup..................................................................................................................................11-44 Concurrent Requests Setup............................................................................................................................11-45 Signon Audit Setup........................................................................................................................................11-46 Summary........................................................................................................................................................11-47

Diagnostics and Troubleshooting with Oracle Applications Manager .......... .......... ........... ........... .......... ...12-1 Oracle Applications Manager - Diagnostics and Troubleshooting ................................................................12-3 Objectives ......................................................................................................................................................12-4 Diagnostics and Troubleshooting in Oracle Applications Manager ..............................................................12-5 Applications Dashboard - Diagnostics ..........................................................................................................12-7 Troubleshooting Wizards...............................................................................................................................12-9 Concurrent Manager Recovery Wizard .........................................................................................................12-11 Service Infrastructure Wizard........................................................................................................................12-13 Generic Collection Service (GCS) and Forms Monitoring Wizard ...............................................................12-14 CP Signature..................................................................................................................................................12-15 Dashboard Collection Wizard........................................................................................................................12-17 Support Cart...................................................................................................................................................12-18 Summary........................................................................................................................................................12-20

Managing Concurrent Programs and Reports .......... ........... .......... ........... ........... .......... ........... ........... ........13-1 Managing Concurrent Requests.....................................................................................................................13-3 Objectives ......................................................................................................................................................13-4 Concurrent Requests, Programs, and Managers ............................................................................................13-6 Business Needs for Concurrent Processing ...................................................................................................13-7 Business Needs for Standard Request Submission........................................................................................13-8 Definitions .....................................................................................................................................................13-9 Submit Request Flow.....................................................................................................................................13-11 Submit a New Request ..................................................................................................................................13-12 Using the Parameters Window ......................................................................................................................13-13 Defining a Submission Schedule ...................................................................................................................13-14 Defining Completion Options........................................................................................................................13-16 Request ID.....................................................................................................................................................13-17 Reprinting a Report .......................................................................................................................................13-18 Use the Requests Window to View and Change Requests ............................................................................13-19 How to Use the Requests Window................................................................................................................13-20 Using the Requests Window..........................................................................................................................13-21 Viewer Options Window...............................................................................................................................13-23 Canceling a Request ......................................................................................................................................13-24 Holding a Request .........................................................................................................................................13-25 Changing Request Options ............................................................................................................................13-26 Four Phases of a Concurrent Request............................................................................................................13-27


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Pending Phase................................................................................................................................................13-28 Running Phase...............................................................................................................................................13-29 Completed Phase ...........................................................................................................................................13-30 Inactive Phase................................................................................................................................................13-31 System Administrator Monitoring Privileges ................................................................................................13-32 Review Log Files...........................................................................................................................................13-33 Managing Log Files and Tables ....................................................................................................................13-34 Purge Request Results ...................................................................................................................................13-35 Grouping Concurrent Programs and Requests...............................................................................................13-36 Creating a Request Group..............................................................................................................................13-38 Using a Request Group with a Code..............................................................................................................13-39 Submitting Requests: Form Compared with Responsibility..........................................................................13-40 Implementing a Coded Request Group..........................................................................................................13-41 Customization Example.................................................................................................................................13-42 Creating the New Form Function ..................................................................................................................13-43 Passable Request Parameters.........................................................................................................................13-44 Adding the Function to the Menu..................................................................................................................13-45 Defining a Request Set ..................................................................................................................................13-46 Request Set Stages.........................................................................................................................................13-47 Stage Status ...................................................................................................................................................13-48 Linking of Stages...........................................................................................................................................13-50

Defining Request Sets Step 1: Enter Request Set Name ...............................................................................13-51 Defining Request Sets Step 2: Define a Stage...............................................................................................13-53 Defining Request Sets Step 3: Enter Requests for Stage...............................................................................13-54 Defining Request Sets Step 4: Enter Request Parameter...............................................................................13-55 Defining Request Sets Step 5: Link Stages ...................................................................................................13-56 Submitting a Request Set...............................................................................................................................13-57 User Request Set Privileges...........................................................................................................................13-58 System Administrator Request Set Privileges ...............................................................................................13-59 Summary........................................................................................................................................................13-60

Administering Concurrent Managers............................................................................................................14-1 Administering Concurrent Managers.............................................................................................................14-3 Objectives ......................................................................................................................................................14-4 Concurrent Requests, Programs, and Processes ............................................................................................14-5 Overview of Concurrent Processing..............................................................................................................14-6 Generic Service Management (GSM)............................................................................................................14-7 Defining a Concurrent Manager ....................................................................................................................14-8 Defining Work Shifts.....................................................................................................................................14-10 Balancing Process Workload Over Time.......................................................................................................14-11 Work Shift Hierarchy ....................................................................................................................................14-12 Concurrent Managers Window: Program Libraries.......................................................................................14-13 Assigning Workshifts to a Manager ..............................................................................................................14-14 Specializing a Concurrent Manager...............................................................................................................14-15 Specializing a Concurrent Manager: Combined Rules..................................................................................14-16 Specialization Rules ......................................................................................................................................14-17 Action Types .................................................................................................................................................14-18 Combining Multiple Actions Within Rules ...................................................................................................14-19

Concurrent Request Types.............................................................................................................................14-20 Using Request Types.....................................................................................................................................14-21 Conflicts Domains.........................................................................................................................................14-22 Processing Conflicts Domains.......................................................................................................................14-24 Control Functions of Concurrent Managers ..................................................................................................14-25 Internal Monitor and ICM .............................................................................................................................14-27 Defining a Transaction Manager ...................................................................................................................14-28 Viewing Log and Output Files ......................................................................................................................14-29 Managing Parallel Concurrent Processing.....................................................................................................14-30


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Summary........................................................................................................................................................14-32

Introduction to Oracle Workflow ..................................................................................................................15-1 Introduction to Oracle Workflow ..................................................................................................................15-3 Objectives ......................................................................................................................................................15-4 Enabling E-Business......................................................................................................................................15-5 Inter-Enterprise Business Processes ..............................................................................................................15-6 Traditional Workflow....................................................................................................................................15-7

Workflow-Driven Business Processes...........................................................................................................15-8 Sample Workflow Process.............................................................................................................................15-10 Event-Based Workflow .................................................................................................................................15-11 Subscription-Based Processing......................................................................................................................15-12 System Integration with Oracle Workflow....................................................................................................15-13 Business Process-Based Integration ..............................................................................................................15-14 Supported System Integration Types.............................................................................................................15-15 Designing Applications for Change...............................................................................................................15-16 Designing Applications for Integration .........................................................................................................15-19 Oracle Workflow in Oracle E-Business Suite ...............................................................................................15-21 Summary........................................................................................................................................................15-22

Oracle Workflow Components.......................................................................................................................16-1 Oracle Workflow Components......................................................................................................................16-3

Objectives ......................................................................................................................................................16-4 Oracle Workflow Architecture ......................................................................................................................16-5 Oracle Workflow Components......................................................................................................................16-9 Workflow Engine ..........................................................................................................................................16-10 Workflow Processes ......................................................................................................................................16-11 Supported Process Constructs........................................................................................................................16-13 Oracle Workflow Builder..............................................................................................................................16-17 Business Event System Architecture.............................................................................................................16-18 Business Event System Components.............................................................................................................16-19 Advanced Queuing, an Enabling Technology ...............................................................................................16-20 Oracle Database Communication Alternatives..............................................................................................16-21 Accessing Oracle Workflow Web Pages .......................................................................................................16-23 Oracle Workflow Home Pages......................................................................................................................16-24

Notification System .......................................................................................................................................16-25 Worklist Web Pages ......................................................................................................................................16-26 E-Mail Notifications......................................................................................................................................16-27 Directory Services .........................................................................................................................................16-28 Status Monitor Web Pages.............................................................................................................................16-29 Workflow Definitions Loader........................................................................................................................16-30 Workflow XML Loader.................................................................................................................................16-31 Workflow Manager........................................................................................................................................16-32 Service Components......................................................................................................................................16-33 Oracle Workflow Documentation..................................................................................................................16-34 Review Questions..........................................................................................................................................16-36 Summary........................................................................................................................................................16-37

Setting Up Oracle Workflow ..........................................................................................................................17-1

Setting Up Oracle Workflow.........................................................................................................................17-3 Objectives ......................................................................................................................................................17-4 Required Setup Steps.....................................................................................................................................17-5 Step 1 Setting Global Workflow Preferences................................................................................................17-6 Step 2 Setting Up an Oracle Workflow Directory Service ............................................................................17-9 Step 3 Running Background Engines ............................................................................................................17-13 Step 4 Configuring the Business Event System.............................................................................................17-16 Step 4 Event Message Communication .........................................................................................................17-17 Step 4 Setting Up Database Links and Queues..............................................................................................17-18


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Step 4 Checking Database Parameters...........................................................................................................17-19 Step 4 Scheduling Agent Listeners................................................................................................................17-20 Step 4 Scheduling Propagation......................................................................................................................17-23 Step 4 Synchronizing License Statuses .........................................................................................................17-27 Step 4 Cleaning Up the WF_CONTROL Queue...........................................................................................17-28 Step 4 Tuning Performance ...........................................................................................................................17-29 Step 4 Specifying the BPEL Server...............................................................................................................17-31 Optional Setup Steps .....................................................................................................................................17-32 Optional Step 1 Partitioning Workflow Tables .............................................................................................17-34 Optional Step 2 Setting Up Additional Languages........................................................................................17-36 Optional Step 3 Implementing Notification Mailers .....................................................................................17-38 Optional Step 4 Customizing Message Templates ........................................................................................17-41 Optional Step 5 Adding Worklist Functions to User Responsibilities...........................................................17-44 Optional Step 6 Setting the Notification Reassign Mode ..............................................................................17-46 Optional Step 7 Setting Up Notification Handling Options ..........................................................................17-47 Optional Step 8 Setting Up for Electronic Signatures ...................................................................................17-49 Optional Step 9 Customizing the Workflow Web Page Logo .......................................................................17-51 Optional Step 10 Adding Custom Icons ........................................................................................................17-52 Version Compatibility ...................................................................................................................................17-53 Review Questions..........................................................................................................................................17-54 Summary........................................................................................................................................................17-56

Overview of Flexfields.....................................................................................................................................18-1 Overview of Flexfields ..................................................................................................................................18-3 Objectives ......................................................................................................................................................18-4 Overview .......................................................................................................................................................18-5 Customizing Oracle Applications..................................................................................................................18-6 Flexfield Structures and Flexfield Segments .................................................................................................18-7 Segment Prompts and Value Descriptions.....................................................................................................18-8 Validating Input Using Value Sets ................................................................................................................18-9 Key and Descriptive Flexfields .....................................................................................................................18-10 Key Flexfields ...............................................................................................................................................18-11 Intelligent Keys .............................................................................................................................................18-12 Key Flexfield Example: Accounting Flexfield..............................................................................................18-14 Oracle Applications Key Flexfields...............................................................................................................18-15 Descriptive Flexfields....................................................................................................................................18-16 Using Reference Fields..................................................................................................................................18-17 Using Different Contexts: Asset Category Flexfield .....................................................................................18-18 Oracle Applications Descriptive Flexfields (Partial).....................................................................................18-19 Standard Request Submission (SRS) and Flexfields .....................................................................................18-20 Benefits of Flexfields.....................................................................................................................................18-21 Storing Flexfield Data Internally ...................................................................................................................18-22 Implementing a Flexfield Steps....................................................................................................................18-23 Summary........................................................................................................................................................18-24

Using Value Sets...............................................................................................................................................19-1 Using Value Sets ...........................................................................................................................................19-3 Objectives ......................................................................................................................................................19-4 Overview .......................................................................................................................................................19-5 Validating Input Using Value Sets ................................................................................................................19-6 Planning a Value Set......................................................................................................................................19-7 Types of Value Sets.......................................................................................................................................19-8 Validation Type None ...................................................................................................................................19-10 Independent Value Sets .................................................................................................................................19-11 Dependent Value Sets....................................................................................................................................19-12 Table-Validated Value Sets ...........................................................................................................................19-13 Specialized Validation Types ........................................................................................................................19-14 Translatable Independent Value Sets.............................................................................................................19-15


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Translatable Dependent Value Sets ...............................................................................................................19-16 Validation Types: Summary ..........................................................................................................................19-17 Planning Value Sets.......................................................................................................................................19-18 Value Set Attributes.......................................................................................................................................19-19 Planning Format Validation...........................................................................................................................19-20 Format Types and Options.............................................................................................................................19-21 Char and Number Format Editing .................................................................................................................19-22 Time, Standard Date, and Standard DateTime Format Editing .....................................................................19-23 Format Interaction .........................................................................................................................................19-24 Formatting Requirements for Translatable Value Sets .................................................................................19-25 Planning Validation Strategy.........................................................................................................................19-26 Planning Value Sets and Their Values ..........................................................................................................19-28 Planning Dependent Value Sets.....................................................................................................................19-29 Defining Value Sets.......................................................................................................................................19-30 Predefined Value Sets....................................................................................................................................19-31 Using Existing Value Sets .............................................................................................................................19-32 Value Set Usage by Key Flexfields ...............................................................................................................19-33 Value Set Usage by Descriptive Flexfields ...................................................................................................19-35 Defining a New Value Set .............................................................................................................................19-36 Defining a Dependent or Translatable Dependent Value Set ........................................................................19-37 Selecting a Value Set for Value Definition ...................................................................................................19-38

Defining Values for a Dependent or Translatable Dependent Value Set.......................................................19-39 Defining Values for a Value Set....................................................................................................................19-40 Modifying Value Definitions.........................................................................................................................19-41 Value Hierarchies ..........................................................................................................................................19-42 Defining Value Hierarchies and Qualifiers....................................................................................................19-44 Summary........................................................................................................................................................19-45

Defining Descriptive Flexfields.......................................................................................................................20-1 Defining Descriptive Flexfields.....................................................................................................................20-3 Objectives ......................................................................................................................................................20-4 Overview .......................................................................................................................................................20-5 Planning a Descriptive Flexfield ...................................................................................................................20-6 Using Descriptive Flexfields .........................................................................................................................20-8 Typical Descriptive Flexfield Information ....................................................................................................20-9 Some Oracle Applications Descriptive Flexfields.........................................................................................20-10 Identifying a Descriptive Flexfield................................................................................................................20-11 Determining the Descriptive Flexfield Name ................................................................................................20-12 Determining Available Resources .................................................................................................................20-14 Planning Questions........................................................................................................................................20-15 Identifying Your Information ........................................................................................................................20-16 Grouping Information By Usage ...................................................................................................................20-17 Isolate Common Information.........................................................................................................................20-18 Determine Different Contexts........................................................................................................................20-19 Descriptive Flexfield Components ................................................................................................................20-20 Global Segments............................................................................................................................................20-21 Context-Sensitive Segments ..........................................................................................................................20-22 Distinguishing Between Contexts..................................................................................................................20-23

Reference and Context Fields........................................................................................................................20-24 Using Reference Fields..................................................................................................................................20-25 Identifying Referenceable Columns ..............................................................................................................20-26 Using Context Fields .....................................................................................................................................20-27 Synchronizing the Context Field Value with the Reference Field Value ......................................................20-28 Planning Flexfields: Global Segments Only..................................................................................................20-30 Planning Flexfields: Context Segments Only ...............................................................................................20-31 Planning Flexfields: Global and Context Fields ............................................................................................20-32 Specifying the Flexfield Attributes................................................................................................................20-33


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Specifying the Context Field Information .....................................................................................................20-34 Specifying the Segment Attributes ................................................................................................................20-36 Storing Descriptive Flexfield Segments ........................................................................................................20-37 Descriptive Flexfield Application Tables ......................................................................................................20-38 Specifying the Segment Detail Attributes .....................................................................................................20-40 Specifying Default Values.............................................................................................................................20-43 Defining a Descriptive Flexfield ...................................................................................................................20-45 Defining Value Sets.......................................................................................................................................20-46 Locating the Flexfield Definition ..................................................................................................................20-47 Defining the Flexfield Header Attributes ......................................................................................................20-48 Defining Segment Attributes .........................................................................................................................20-49 Specifying Validation and Field Sizes...........................................................................................................20-50 Freezing and Compiling the Definition .........................................................................................................20-51 Defining Context Field Information ..............................................................................................................20-52 Defining Context-Sensitive Segments ...........................................................................................................20-54 Defining Values for a Value Set....................................................................................................................20-55 Summary........................................................................................................................................................20-56

Defining Key Flexfields ...................................................................................................................................21-1 Defining Key Flexfields ................................................................................................................................21-3 Objectives ......................................................................................................................................................21-4 Overview .......................................................................................................................................................21-6 Intelligent Keys .............................................................................................................................................21-8 Key Flexfields' Dual Purpose ........................................................................................................................21-9 Oracle Applications Key Flexfields...............................................................................................................21-10 Implementing Key Flexfields ........................................................................................................................21-11 Key Flexfield Structures................................................................................................................................21-12 Code Combinations .......................................................................................................................................21-13 Storing Code Combinations...........................................................................................................................21-14 Key Flexfield Application Tables..................................................................................................................21-15 Key Flexfield Qualifiers ................................................................................................................................21-16 Types of Qualifiers ........................................................................................................................................21-17 Flexfield Qualifiers........................................................................................................................................21-18 Segment Qualifiers ........................................................................................................................................21-20 Other Key Flexfield Options .........................................................................................................................21-21 Allowing Dynamic Insertion .........................................................................................................................21-22 Cross-Validating Values................................................................................................................................21-23 Using Shorthand Aliases ...............................................................................................................................21-24 Securing Value Set Access ............................................................................................................................21-25 Designing the Key Flexfield Layout..............................................................................................................21-26 Designing Segments ......................................................................................................................................21-27 Specifying Default Values.............................................................................................................................21-28 Planning Decisions ........................................................................................................................................21-30 Planning Key Flexfield Values......................................................................................................................21-32 Definition Procedure......................................................................................................................................21-33 Defining Value Sets.......................................................................................................................................21-34 Accessing the Key Flexfield Definition.........................................................................................................21-35 Specifying Flexfield Behavior.......................................................................................................................21-36

Defining Segment Attributes .........................................................................................................................21-37 Defining Validation and Size Attributes........................................................................................................21-38 Defining Flexfield Qualifiers.........................................................................................................................21-39 Freezing and Compiling the Definition .........................................................................................................21-40 Defining Value Set Values ............................................................................................................................21-41 Defining Segment Qualifiers .........................................................................................................................21-42 Cross-Validating Values................................................................................................................................21-43 Cross-Validation Rule Syntax .......................................................................................................................21-44 Data Type Specifications and Cross-Validation Rules..................................................................................21-45


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R12 System Administrator Fundamentals Table of Contentsxi

Preparing for Cross-Validation......................................................................................................................21-46 Defining Cross-Validation Rules.......................................................................................

Documents

Oracle Apps System Admin Student guide1