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Transcript of © 2003 Solution Beacon, LLC. All Rights Reserved. Workflow Changes in 11.5.9 Atlanta OAUG November...
© 2003 Solution Beacon, LLC. All Rights Reserved.
Workflow Changes in 11.5.9
Atlanta OAUGAtlanta OAUG
November 21, 2003November 21, 2003
Atlanta, GAAtlanta, GA
Karen BrownfieldKaren Brownfield
www.solutionbeacon.comwww.solutionbeacon.com
© 2003 Solution Beacon, LLC. All Rights Reserved.
Introduction
Karen Brownfield Working with Oracle Applications over 12 years OAUG Director 11 years and Past President IOUC Pricing Council
© 2003 Solution Beacon, LLC. All Rights Reserved.
• GoneGone• Sync up Jinitiator parametersSync up Jinitiator parameters• Declare Global Language, Date Format, Declare Global Language, Date Format, TerritoryTerritory
• AddedAdded• New ‘Send Me Electronic Mail Notifications’ New ‘Send Me Electronic Mail Notifications’ optionoption
• HTML Mail with attachmentsHTML Mail with attachments• adds link to Notification pageadds link to Notification page• requires login to applicationsrequires login to applications
• Sync with LDAP securitySync with LDAP security• Not needed unless using with non-Apps Not needed unless using with non-Apps databasesdatabases
• Still “reserved for future use”Still “reserved for future use”• Document Home NodeDocument Home Node
Global Preferences
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Directory Services WF_USERS, WF_ROLES, WF_USER_ROLES views across WF_USERS, WF_ROLES, WF_USER_ROLES views across
WF_LOCAL_ROLES, WF_LOCAL_USER_ROLESWF_LOCAL_ROLES, WF_LOCAL_USER_ROLES WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES populated WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES populated
by Directory sync programs or (with added patches) by Directory sync programs or (with added patches) directly as change is madedirectly as change is made
WF_LOCAL_USERS obsoleteWF_LOCAL_USERS obsolete New columns addedNew columns added
Partition_id – gives source of dataPartition_id – gives source of data User_flag User_flag
New model available to earlier releases – patch New model available to earlier releases – patch 2956353 – ensure prereq’s are met2956353 – ensure prereq’s are met
© 2003 Solution Beacon, LLC. All Rights Reserved.
Directory Services
PartitioPartition IDn ID
DescriptionDescription Orig_systeOrig_systemm
UserUser_flag_flag
Sync Sync PatchPatch
00 Ad-hoc Ad-hoc users/rolesusers/roles
Custom Custom users/rolesusers/roles
Set by code Set by code that adds that adds
NN N/AN/A
11 Users linked to Users linked to employeesemployees
Users not linked Users not linked to employeesto employees
PERPER
FND_USRFND_USR
YY 22543522543577
22 ResponsibilitiesResponsibilities FND_RESPFND_RESP NN 22543522543577
33 Employees not Employees not linked to userslinked to users
PER_ROLEPER_ROLE NN 29002929002966
29878829878866
© 2003 Solution Beacon, LLC. All Rights Reserved.
Directory Services
PartitioPartition IDn ID
DescriptionDescription Orig_systeOrig_systemm
UserUser_flag_flag
Sync Sync PatchPatch
44 PositionsPositions POSPOS NN Not Not releasereleasedd
55 MarketView MarketView ApprovalsApprovals
AMV_APPRAMV_APPR NN Bulk Bulk onlyonly
66 MarketView MarketView ChannelsChannels
AMV_CHNAMV_CHN NN Bulk Bulk onlyonly
77 Engineering Engineering Approval ListsApproval Lists
ENG_LISTENG_LIST NN 21309321309377
© 2003 Solution Beacon, LLC. All Rights Reserved.
Directory Services
PartitioPartition IDn ID
DescriptionDescription Orig_systeOrig_systemm
UserUser_flag_flag
Sync Sync PatchPatch
88 TCA GroupsTCA Groups HZ_GROUPHZ_GROUP NN 29021329021355
99 PersonsPersons
ContactsContactsHZ_PARTYHZ_PARTY YY
NN29021329021355
1010 Federal HR Federal HR group boxesgroup boxes
GBXGBX NN 21308721308755
1111 HTB_SECHTB_SEC NN
1212 Position Position control rolescontrol roles
PQH_ROLESPQH_ROLES NN Not Not releasereleasedd
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Directory Services
Established through bulk syncEstablished through bulk sync If no patch for auto-sync listed, run If no patch for auto-sync listed, run
incremental sync programincremental sync program Log parameter – if not set to Yes, Log parameter – if not set to Yes,
will have to re-run bulk if re-do will have to re-run bulk if re-do logs ever appliedlogs ever applied
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New Profile options
Socket Listener Activated – must be Yes to Socket Listener Activated – must be Yes to launch forms from emaillaunch forms from email
Socket Listener Port – set at site level to port Socket Listener Port – set at site level to port at which forms should launchat which forms should launch
FND: NotificationFND: Notification Reassign ModeReassign Mode Delegate – cannot choose Re-assignDelegate – cannot choose Re-assign Transfer – cannot choose Delegate – Transfer – cannot choose Delegate –
whether hierarchy changes depends on whether hierarchy changes depends on workflow involvedworkflow involved
Reassign – can choose Delegate or TransferReassign – can choose Delegate or Transfer
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Notification Mailer
Must use OAM to setupMust use OAM to setup Upgrade moves .tag and .cfg into OAMUpgrade moves .tag and .cfg into OAM Requires IMAP4 email system for incoming Requires IMAP4 email system for incoming
(uses SMTP outgoing)(uses SMTP outgoing) UNIX-based IMAP4 systemsUNIX-based IMAP4 systems
UW IMAP Server – Univ WashingtonUW IMAP Server – Univ Washington Cyrus IMAP Server – Carnegie MellonCyrus IMAP Server – Carnegie Mellon
Same Mailer does both individual and Same Mailer does both individual and summary notificationssummary notifications
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New Menus
OA Framework instead of PL/SQL Web ToolkitOA Framework instead of PL/SQL Web Toolkit Still PL/SQL Web ToolkitStill PL/SQL Web Toolkit
Find Processes - admin screen – should be Find Processes - admin screen – should be removedremoved
User PreferencesUser Preferences Find Notifications – goes to old Worklist – Find Notifications – goes to old Worklist –
admin screen – should be removedadmin screen – should be removed
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New Menus Workflow User Web ApplicationsWorkflow User Web Applications
SeededSeeded WorklistWorklist Advanced WorklistAdvanced Worklist Self Service WorkflowSelf Service Workflow
• HomeHome• Status MonitorStatus Monitor• Notifications – same as Advanced Notifications – same as Advanced
WorklistWorklist Can be addedCan be added
Personal Worklist Personal Worklist
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Personal Worklist Choose View pulldown Search Personalize views
Worklist Advanced Worklist
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Customize Personal Worklist
Duplicate View and customize - Duplicate View and customize - DuplicateDuplicate
Customize seeded view – Create ViewCustomize seeded view – Create View
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Customize Personal Worklist Select ColumnsSelect Columns Advanced SettingsAdvanced Settings
Rename ColumnsRename Columns Change Sort SeqChange Sort Seq Filter Messages Filter Messages
shownshown
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Enhanced Worklist Functions Link attachments (images, Link attachments (images,
spreadsheets, video) to notificationsspreadsheets, video) to notifications Cannot be included in email Cannot be included in email Adds View link to Notification headerAdds View link to Notification header Only viewable in new OA worklist Only viewable in new OA worklist
pagespages
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Enhanced Notification Detail Page (non-email,
OA) Response buttons top/bottom pageResponse buttons top/bottom page Display Next Notification After My Display Next Notification After My
Response check boxResponse check box Return to Worklist linkReturn to Worklist link
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Self Service Workflow-Home Top 5 notifications Top 5 notifications
due nowdue now Routing RulesRouting Rules Status of Status of
workflows you ownworkflows you own Tabs Tabs
Status MonitorStatus Monitor Notifications – Notifications –
same as worklistsame as worklist
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Self Service WorkflowStatus Monitor
Monitor for workflows you ownMonitor for workflows you own
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Routing Rules
Routing Rules Routing Rules Available from all worklist Available from all worklist
screensscreens Can only create rules for <All> Can only create rules for <All>
or itemtypes currently in or itemtypes currently in progressprogress
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Notification Rules
Can add ‘Notification Rules’ function to Can add ‘Notification Rules’ function to ‘Workflow User’ menu‘Workflow User’ menu Won’t display in Personal Home Page menuWon’t display in Personal Home Page menu
Browser windowBrowser window <web agent>/wf_route.list<web agent>/wf_route.list
<web agent> = apps login URL <web agent> = apps login URL through :<port>||/pls/<instance name>through :<port>||/pls/<instance name>
ExampleExamplehttp://sbllc2.solutionbeacon.net:23015/pls/a159vis1/wf_route.listhttp://sbllc2.solutionbeacon.net:23015/pls/a159vis1/wf_route.list
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Electronic Signatures
Can’t respond through e-mail Can’t respond through e-mail Includes Link to go to OA based formIncludes Link to go to OA based form
When reply to notificationWhen reply to notification Confirmation page appearsConfirmation page appears Enter username/passwordEnter username/password
Message Attribute - #WF_SIG_POLICYMessage Attribute - #WF_SIG_POLICY Triggers signature requiredTriggers signature required Source - SendSource - Send
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Electronic Signatures
Message attribute (continued)Message attribute (continued) Type – LookupType – Lookup
Lookup Type – Signature PolicyLookup Type – Signature PolicyDefault Value – Password SignatureDefault Value – Password Signature
• If set to Default, no signature If set to Default, no signature requiredrequired
Type – TextType – TextDefault Value – PSIG_ONLYDefault Value – PSIG_ONLY
• Internal value of above lookup Internal value of above lookup valuevalue
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Electronic Signatures
Message attribute (continued)Message attribute (continued) Can also define as item attributeCan also define as item attribute
Drag and Drop to messageDrag and Drop to messageCan be set programatically Can be set programatically
•To turn off, set value = DEFAULTTo turn off, set value = DEFAULT Message attribute - #WF_SIG_IDMessage attribute - #WF_SIG_ID
Stores the reply (password is secured)Stores the reply (password is secured) Oracle created – do not specifyOracle created – do not specify
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New Data Types for Message Attributes
PL/SQL CLOBPL/SQL CLOB PDF or RTFPDF or RTF (9i database) binary base64(9i database) binary base64
PL/SQL BLOBPL/SQL BLOB ImagesImages Other Application FilesOther Application Files
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New Message Attributes
#WF_REASSIGN_LOV#WF_REASSIGN_LOV Type – RoleType – Role Specifies users to whom Specifies users to whom
message can be reassignedmessage can be reassigned #Hide_REASSIGN#Hide_REASSIGN
Type – Lookup or TextType – Lookup or Text Lookup Type – Yes/NoLookup Type – Yes/No Hides Reassign buttonHides Reassign button
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New Message Attributes
#FROM_ROLE#FROM_ROLE Who sent the messageWho sent the message
Set programmatically to anyoneSet programmatically to anyone If reassigned, set to original If reassigned, set to original
recipientrecipient #HIDE_MORE_INFO#HIDE_MORE_INFO
Blocks Request Information Button on Blocks Request Information Button on OA Notification Detail pageOA Notification Detail pageRequest Info sends email to Request Info sends email to
user/role specifieduser/role specified
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Developer Studio
Replaces Launch ProcessesReplaces Launch Processes Select by Display or Internal NameSelect by Display or Internal Name Click RunClick Run
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Developer Studio
Pick process, fill in attributes, click Run Pick process, fill in attributes, click Run Workflow at bottomWorkflow at bottom
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Event System Enhancements Licensed FlagLicensed Flag
Event, event subscription definitionEvent, event subscription definition Event only fires if flag set for both Event only fires if flag set for both
subscription and triggering eventsubscription and triggering event Agent Listeners Agent Listeners
Service ComponentsService Components Run using Generic Service Mgmnt Run using Generic Service Mgmnt
(GSM)(GSM) Run through Workflow Mgr in OAMRun through Workflow Mgr in OAM
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Event System Enhancements Customization Level addedCustomization Level added
Core Core No changes event/subscriptionNo changes event/subscriptionUsed for Oracle seededUsed for Oracle seeded
LimitLimitCan be Enabled/DisabledCan be Enabled/DisabledNo Other ChangesNo Other ChangesUsed for Oracle seededUsed for Oracle seeded
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Event System Enhancements Customization Level added Customization Level added
(continued)(continued) UserUser
Full updateFull updateUsed for Customer definedUsed for Customer defined
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Event System Enhancements XML Loader (WFXLOAD) XML Loader (WFXLOAD)
Supports downloadSupports downloadBy event name aloneBy event name aloneEvent name and owning appEvent name and owning appOwning app aloneOwning app alone
Does not touch items with Does not touch items with customization level of Usercustomization level of UserCan use force upload mode to Can use force upload mode to
update User levelupdate User level
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Event System Enhancements New Standard Queue HandlerNew Standard Queue Handler
WF_EVENT_OJMSTEXT_QHWF_EVENT_OJMSTEXT_QH Uses Uses
SYS.AQ$_JMS_TEXT_MESSAGE as SYS.AQ$_JMS_TEXT_MESSAGE as payload typepayload type
Enables JMS Text messagesEnables JMS Text messagesInbound agent – WF_JMS_INInbound agent – WF_JMS_INOutbound agent – WF_JMS_OUTOutbound agent – WF_JMS_OUT
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New Documentation Now 5 volumesNow 5 volumes
Oracle Workflow Administrator’s GuideOracle Workflow Administrator’s Guide Setup, Security, Admin scriptsSetup, Security, Admin scripts
Oracle Workflow API ReferenceOracle Workflow API Reference Engine, Directory Service, Notification System, Engine, Directory Service, Notification System,
Business Event System, QueueBusiness Event System, Queue Oracle Workflow Developer’s GuideOracle Workflow Developer’s Guide
How to Use the BuilderHow to Use the Builder Oracle Workflow User’s GuideOracle Workflow User’s Guide
Notifications, Monitor own workflowsNotifications, Monitor own workflows Oracle Workflow Web Services GuideOracle Workflow Web Services Guide
CRM Java Web Services setupCRM Java Web Services setup
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