Web ADI IntegratorsWeb ADI Integrators

Load Data with ExcelLoad Data with Excel

Brian PellotBrian Pellot Independent consultantIndependent consultant 9 years Oracle Applications 9 years Oracle Applications

experienceexperience Upgrades and implementationsUpgrades and implementations Numerous modulesNumerous modules Functional with technical backgroundFunctional with technical background

TopicsTopics

Web ADIWeb ADI Traditional Custom Import ProcessTraditional Custom Import Process Web ADI Custom Import ProcessWeb ADI Custom Import Process Web ADI ComponentsWeb ADI Components Creating a Custom IntegratorCreating a Custom Integrator ExamplesExamples Other Options and FeaturesOther Options and Features

Web ADI HistoryWeb ADI History Application Data InterchangeApplication Data Interchange

– GLDI – GL specificGLDI – GL specific– ADI – ADI –

Multiple versionsMultiple versions PC based applicationPC based application Assets and GLAssets and GL Concurrent request and reporting functionalityConcurrent request and reporting functionality

– Web ADIWeb ADI Completely web basedCompletely web based Only data export and load – no reportingOnly data export and load – no reporting Many applications – ICM, HR (replaced ADE), GL, Many applications – ICM, HR (replaced ADE), GL,

othersothers ExtendableExtendable

– New integratorsNew integrators– Custom LayoutsCustom Layouts

Web ADI – Basic User ProcessWeb ADI – Basic User Process

Create a spreadsheetCreate a spreadsheet– From a formFrom a form– From a menu optionFrom a menu option

Populate or change the spreadsheetPopulate or change the spreadsheet Upload to OracleUpload to Oracle Fix errors if neededFix errors if needed

Create a Spreadsheet from a FormCreate a Spreadsheet from a Form Some forms have Some forms have

an export data an export data function.function.

This exports to a This exports to a spreadsheet using spreadsheet using Web ADI.Web ADI.

Some additional Some additional pages ask for Excel pages ask for Excel version and format.version and format.

Create a spreadsheetCreate a spreadsheet

A spreadsheet is created and populated from the screen.A spreadsheet is created and populated from the screen. Enter the new, desired information to upload.Enter the new, desired information to upload.

Select a layout

Upload from a spreadsheetUpload from a spreadsheet

After new information is entered, select After new information is entered, select upload from the Oracle menu.upload from the Oracle menu.

Upload from a spreadsheetUpload from a spreadsheet

After upload you see the success or After upload you see the success or failure of your data.failure of your data.

ExtendibilityExtendibility

Oracle seeds specific exports and loads.Oracle seeds specific exports and loads. The spreadsheet formats, called layouts, The spreadsheet formats, called layouts,

can be changed or additional ones can be can be changed or additional ones can be added via setups.added via setups.

Each data export or load (i.e. proposed Each data export or load (i.e. proposed salaries, GL journals) uses an integrator.salaries, GL journals) uses an integrator.

A programmer can create a new integrator A programmer can create a new integrator with some simple setups and possibly a with some simple setups and possibly a simple program.simple program.

Traditional Custom Import ProcessTraditional Custom Import Process

Create a flat fileCreate a flat file Transfer flat file to DB serverTransfer flat file to DB server Load into temp tableLoad into temp table Custom programCustom program

– Read temp table and loop through recordsRead temp table and loop through records– Call Oracle APICall Oracle API– Mark temp table as to what is done/not doneMark temp table as to what is done/not done– Report on errorsReport on errors

Method to correct/clear errorsMethod to correct/clear errors

Traditional Custom Import Build Traditional Custom Import Build UnitsUnits

Transfer processTransfer process Unix scriptUnix script Custom temporary tableCustom temporary table Load control fileLoad control file Custom programCustom program Registered concurrent programRegistered concurrent program

Web ADI Import ProcessWeb ADI Import Process

Create a flat file Transfer flat file to DB serverTransfer flat file to DB server Load into temp tableLoad into temp table Custom program (may not be needed)Custom program (may not be needed)

– Read temp table and loop through recordsRead temp table and loop through records– Call Oracle APICall Oracle API– Mark temp table as to what is done/not doneMark temp table as to what is done/not done– Report on errorsReport on errors

Method to correct/clear errorsMethod to correct/clear errors

Web ADI Custom Import Build Web ADI Custom Import Build UnitsUnits

Transfer processTransfer process Unix scriptUnix script Custom temporary tableCustom temporary table Load control fileLoad control file Custom program (maybe)Custom program (maybe) Registered concurrent programRegistered concurrent program Web ADI integrator setupWeb ADI integrator setup Web ADI layout setupWeb ADI layout setup

Web ADI ComponentsWeb ADI Components

Spreadsheet Oracle APIIntegrator

(setups point to API)

DataTables

SpreadsheetIntegrator

(setups point to custom API)

DataTables

Custom API

Oracle API

Or,Or,If the Oracle API input is too complicated….If the Oracle API input is too complicated….

Creating a Custom IntegratorCreating a Custom Integrator Perform one-time Web ADI setup and some security setups.Perform one-time Web ADI setup and some security setups. Identify the Oracle provided API you will be using. This will be a procedure Identify the Oracle provided API you will be using. This will be a procedure

within a package.within a package.– hr_job_api.create_jobhr_job_api.create_job– hr_position_api.create_positionhr_position_api.create_position

Determine if you need a custom wrapper. You may need a custom Determine if you need a custom wrapper. You may need a custom wrapper if:wrapper if:– The API uses internal ids that would mean nothing to the user. i.e. The API uses internal ids that would mean nothing to the user. i.e.

organization_id or job_id.organization_id or job_id.– The integrator needs logic like; if the record does not exist create it, otherwise The integrator needs logic like; if the record does not exist create it, otherwise

update it.update it.– The integrator needs to call multiple APIs like first create the entry and then The integrator needs to call multiple APIs like first create the entry and then

create the entry values.create the entry values. Write wrapper if you need it.Write wrapper if you need it. Set up the IntegratorSet up the Integrator

– Create the integratorCreate the integrator– Create a function for the integratorCreate a function for the integrator– Add the function to your menuAdd the function to your menu– Associate the function to the integratorAssociate the function to the integrator

Define the layout(s)Define the layout(s)

Example 1:Example 1:Create Jobs IntegratorCreate Jobs Integrator

Purpose: Load Jobs for a one-time conversion to OraclePurpose: Load Jobs for a one-time conversion to Oracle

Use API hr_job_api.create_jobUse API hr_job_api.create_jobcreate_jobcreate_job (p_validate in boolean default false(p_validate in boolean default false ,p_business_group_id in number,p_business_group_id in number ,p_date_from in date,p_date_from in date ,p_job_group_id in number,p_job_group_id in number ,p_segment1 in varchar2 default null,p_segment1 in varchar2 default null ,p_segment2 in varchar2 default null,p_segment2 in varchar2 default null ,p_segment3 in varchar2 default null,p_segment3 in varchar2 default null ,p_attribute1 in varchar2 default null,p_attribute1 in varchar2 default null ,p_job_definition_id in out nocopy number,p_job_definition_id in out nocopy number ,p_name out nocopy varchar2,p_name out nocopy varchar2))

Looking at the procedure definition, only a few parameters Looking at the procedure definition, only a few parameters are required and most are meaningful to an analyst doing are required and most are meaningful to an analyst doing the conversion.the conversion.

Not creating a wrapper.Not creating a wrapper.

Example 1:Example 1:Create the IntegratorCreate the Integrator

Web ADI uses Web ADI spreadsheets Web ADI uses Web ADI spreadsheets to load integrator definitions.to load integrator definitions.

Responsibility: Desktop IntegrationResponsibility: Desktop Integration Menu Option: Create DocumentMenu Option: Create Document Select Integrator: HR Integrator Select Integrator: HR Integrator

SetupSetup

HR Integrator Setup SpreadsheetHR Integrator Setup Spreadsheet

Use the spreadsheet to define an Use the spreadsheet to define an integrator. integrator.

Associates the integrator and the APIAssociates the integrator and the API

HR Integrator Function SetupHR Integrator Function Setup

Create a form function in Application Developer Create a form function in Application Developer responsibility. (copy one of Oracle’s)responsibility. (copy one of Oracle’s)

Add it to your menu.Add it to your menu. Use the spreadsheet created with HR Maintain Use the spreadsheet created with HR Maintain

Integrator Form Function Integration. Integrator Form Function Integration. Associates the integrator and the function.Associates the integrator and the function.

HR IntegratorHR Integrator

What we’ve done so farWhat we’ve done so far Create integrator nameCreate integrator name Associate integrator with an APIAssociate integrator with an API Create a function, put on menuCreate a function, put on menu Associate integrator with a functionAssociate integrator with a functionNextNext Create a layoutCreate a layout Create a spreadsheetCreate a spreadsheet Use itUse it

HR Integrator LayoutHR Integrator Layout

Responsibility: Desktop IntegrationResponsibility: Desktop Integration Menu Option: Define LayoutMenu Option: Define Layout Select your integratorSelect your integrator

HR Integrator Layout - contHR Integrator Layout - cont

Name your layoutName your layout Can have more than one layout for each Can have more than one layout for each

integrator.integrator.

NOW, NOW,

THIS IS COOL!THIS IS COOL!

HR Integrator Layout - contHR Integrator Layout - cont

The parameters from the API (magically) The parameters from the API (magically) appear.appear.

HR Integrator Layout – contHR Integrator Layout – cont

Select which should appear in your spreadsheet and Select which should appear in your spreadsheet and where (header or line).where (header or line).

Addconstants and

defaults

Specify what shouldappear as columns

Create a SpreadsheetCreate a Spreadsheet

Responsibility: Desktop IntegrationResponsibility: Desktop Integration Menu Option: Create DocumentMenu Option: Create Document Select Integrator: Your IntegratorSelect Integrator: Your Integrator Complete the information.Complete the information. Upload the data.Upload the data.

Example 2:Example 2:Element Entries IntegratorElement Entries Integrator

Purpose: Load Element Entries through Purpose: Load Element Entries through a spreadsheeta spreadsheet

Use multiple APIsUse multiple APIs– pay_element_entry_api.create_element_entrypay_element_entry_api.create_element_entry– pay_element_entry_api.update_element_entrypay_element_entry_api.update_element_entry

To call these we need to:To call these we need to:– Decode element and input value namesDecode element and input value names– Determine if the element already exsitsDetermine if the element already exsits

Need to create a wrapper.Need to create a wrapper.

Create a WrapperCreate a Wrapper

Wrapper Wrapper – Performs logicPerforms logic– Converts user data entered on the spreadsheet to the ids and formats needed by Oracle Converts user data entered on the spreadsheet to the ids and formats needed by Oracle

APIAPI Employee number is converted to assignment id.Employee number is converted to assignment id. Element Name is converted to element link id.Element Name is converted to element link id.

– Calls Oracle APICalls Oracle API The wrapper becomes a new APIThe wrapper becomes a new API Create an integrator to use the wrapperCreate an integrator to use the wrapper

WrapperWrapper

PROCEDURE dpl_create_element(PROCEDURE dpl_create_element( p_effective_date in datep_effective_date in date ,p_employee_number in varchar2,p_employee_number in varchar2 ,p_element_name in varchar2,p_element_name in varchar2 ,p_entry_type in varchar2,p_entry_type in varchar2 ,p_input_value_1 in varchar2 default null,p_input_value_1 in varchar2 default null ,p_input_value_2 in varchar2 default null,p_input_value_2 in varchar2 default null ,p_input_value_3 in varchar2 default null,p_input_value_3 in varchar2 default null ,p_input_value_4 in varchar2 default null,p_input_value_4 in varchar2 default null ,p_input_value_5 in varchar2 default null,p_input_value_5 in varchar2 default null ,p_entry_value1 in varchar2 default null,p_entry_value1 in varchar2 default null ,p_entry_value2 in varchar2 default null,p_entry_value2 in varchar2 default null ,p_entry_value3 in varchar2 default null,p_entry_value3 in varchar2 default null ,p_entry_value4 in varchar2 default null,p_entry_value4 in varchar2 default null ,p_entry_value5 in varchar2 default null,p_entry_value5 in varchar2 default null

Oracle APIpay_element_entry_api.create_element_entry ( p_effective_date => l_effective_date ,p_business_group_id => l_business_group_id ,p_assignment_id => l_assignment_id ,p_element_link_id => l_element_link_id ,p_entry_type => l_entry_type ,p_input_value_id1 => l_input_value_id1 ,p_input_value_id2 => l_input_value_id2 ,p_input_value_id3 => l_input_value_id3 ,p_input_value_id4 => l_input_value_id4 ,p_input_value_id5 => l_input_value_id5 ,p_entry_value1 => p_entry_value1 ,p_entry_value2 => p_entry_value2 ,p_entry_value3 => p_entry_value3 ,p_entry_value4 => p_entry_value4 ,p_entry_value5 => p_entry_value5 ,p_entry_value6 => p_entry_value6

WrapperCalls

Oracle APIs

Integrator for the WrapperIntegrator for the Wrapper

Define the integrator to call your procedure Define the integrator to call your procedure (wrapper).(wrapper).

Perform other setups for function and menu.Perform other setups for function and menu. Create layout.Create layout.

End ResultEnd Result

The spreadsheet columns are the wrapper The spreadsheet columns are the wrapper parameters.parameters.

Complete the spreadsheet and perform the Complete the spreadsheet and perform the upload.upload.

Integrator -> Wrapper -> Oracle APIsIntegrator -> Wrapper -> Oracle APIs

Other OptionsOther Options

SpreadsheetCustom

ProcedureIntegrator

Oracle Open Interface

Table

Oracle OpenInterface

Load Open Interface TablesLoad Open Interface Tables

SpreadsheetCustom

ProcedureIntegrator

CustomInterface

Table

Custom Interface

Load Custom Interface TablesLoad Custom Interface Tables

Additional FeaturesAdditional Features

Integrators can be equipped to:Integrators can be equipped to: Export data from OracleExport data from Oracle Use lists of valuesUse lists of values Associate with Oracle forms – Associate with Oracle forms –

Tools/ExportTools/Export

Gotchas’Gotchas’

Pop-up blocker can block Web ADIPop-up blocker can block Web ADI Excel can not be open when you are Excel can not be open when you are

creating a spreadsheet.creating a spreadsheet. Macro security in Excel must be Macro security in Excel must be

medium and VB must be allowed.medium and VB must be allowed. Error handling with Web ADI – look at Error handling with Web ADI – look at

seeded integrators for examples.seeded integrators for examples. Protection on the Web ADI sheets is Protection on the Web ADI sheets is

difficult.difficult.

Notes of InterestNotes of Interest

360105.1 – Understanding and Using Web 360105.1 – Understanding and Using Web ADI in Oracle HRMS - Includes ‘A Step by ADI in Oracle HRMS - Includes ‘A Step by Step Guide to Creating HRMS Integrators’Step Guide to Creating HRMS Integrators’

228527.1 - "Web ADI for Oracle 228527.1 - "Web ADI for Oracle HRMSImplementation and Configuration HRMSImplementation and Configuration Information"Information"

Web ADI Implementation Guide - Web ADI Implementation Guide - bne115ig.pdfbne115ig.pdf

Web ADI User Guide - bne115ug.pdfWeb ADI User Guide - bne115ug.pdf

QuestionsQuestions

My contact informationMy contact informationBrian PellotBrian Pellot

bpellot@earthlink.netbpellot@earthlink.net

Special thanks to James Sanders and Dayton Power and Light