Workflow Troubleshooting 2012

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    Presented by Susan Behn

    VP, Oracle Practice

    Infosemantics, Inc.

    Workflow Troubleshooting in R12

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    Agenda

    Overview/Business Benefit

    Workflow Troubleshooting by Role

    Workflow Administration for End Users andSuper Users

    Workflow Troubleshooting for Administrators

    Workflow Troubleshooting for Developers and

    DBAs

    Workflow Analyzer (New)

    References

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    Overview

    Workflow Functionality in Release 12 andRelease 11i.10 (if patched current) are nearlyidentical

    Forms may look different due to new R12 look-

    and-feel

    Release 12 forms will be used in screen shots

    Focus on efficiency

    Empower Users

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    CALL CO-WORKER

    (AGAIN)

    CALL ORACLE (AGAIN)

    NOTIFY HELP DESK

    HELP DESK DISPATCHES

    ADDITIONAL HELP

    CUSTOMER INQUIRY

    OVERRIDE THROUGH

    MANUAL PROCESS

    RESOLVE THROUGH

    SELF KNOWLEDGE NET SAVINGS

    PROBLEM

    OCCURS

    WITH TROUBLESHOOTING EDUCATION

    PROCESS TIME

    CUSTOMER GETS

    PRODUCT

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    WORKFLOW TROUBLESHOOTINGFOR END USERS

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    Improved Efficiencies for Users

    Provide end users tools for efficiency

    Add personal worklist to menus

    Provide training for use of the status monitor andother features

    Set owner attribute in workflows where needed Provide access to diagnostic reports

    Security is built in you can only access reports relatedto responsibilities you are assigned

    Add concurrent programs to Superuser menus ifmissing

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    Seeded User Menu

    Workflow User Web Applications

    Advanced Worklist Self Service Workflow

    Home Page Status Monitor Notifications same as Advanced Worklist

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    Personal Worklist

    Add the function Personal Worklist to the Workflow User

    menu for additional features Not on any menus by default Whats great about this?

    Create a personal worklist view to separate notifications by type PO Approval more important than Invoice Approval so respond to

    these first

    Add the PersonalWorklist function to themenu for additionalfeatures

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    Personal Worklist

    Personal Worklist additional Features

    Simple Search search for specificnotifications

    Personalize create newviews or change existing view(example in later slides)

    Export downloadsto .csv fileformat

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    Personal Worklist Simple Search

    Use Simple Search to search for specificnotifications in your worklist

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    Status Monitor

    Check the status of approval of your requisitions

    Click on status monitorEnter search criteria

    Click on status monitorEnter search criteriaClick Go to search

    Click the radio button next to aprocessThen click the NotificationHistory, Status Diagram orParticipant Responses button

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    Status Monitor

    Notification History Page

    Shows all notifications sent by the workflow process Click recipient name to send an email

    Reassign if recipient is unavailable

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    Status Diagram

    Follow the green line to follow the process

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    Status Diagram

    Double click in the process box to drill down

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    Status Diagram

    Tabs below the status diagram provide

    information about the node Notification has been sent to Catherine Baker

    Catherine has not responded

    Process hasstopped here

    Click on status tab tosee who was notified

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    Status Monitor

    Errored items appear outlined in red

    The Status Tab showsthe error message

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    Status Monitor

    Status Monitor!Participant Responses Tab

    shows responses to all the notifications for theworkflow process selected

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    Worklist Flexfields

    Introduced in RUP 3

    Allows any value in the message body to be displayedin the notification worklist Only Available Using Personal Worklist

    Specific to particular workflow

    Best used when creating special view for that workflow

    Whats great about this? Create a personal worklist view to see error messages

    (example in this presentation)

    Create a personal worklist to find expense reportapprovals with a specific project number (recent examplefrom client)

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    Worklist Flexfields Create Flexfield Rule

    Example Add the error text to the worklist

    Workflow Administer must create flexfield rules End Users can then access the flexfields created

    Click Create Rule to assign message attribute toflexfield

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    Worklist Flexfields Create Flexfield Rule

    Name the rule and leave other attributes as

    shown

    ClickNext

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    Worklist Flexfields Create Flexfield Rule

    Select the System: Error workflow using

    display name and move it from the availablefilter to the selected filter

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    Worklist Flexfields Create Flexfield Rule

    Select the message attributes you want to add to

    the worklist for the workflow chosen in step 2

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    Worklist Flexfields Create Flexfield Rule

    Map the message attributes to a mapped

    column based on data type (Text, date, etc) Click the Find Conflicts button to confirm no

    duplicate mappings

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    Worklist FlexfieldsCreate Personal Worklist View

    Use the Personalize button to create a new

    view

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    Worklist FlexfieldsCreate Personal Worklist View

    Click the Rename

    Columns button toassign a name to theattributes created

    This will be the columnname on the worklist

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    Worklist FlexfieldsCreate Personal Worklist View

    Limit the search to WFERROR workflows

    Create one view where the Subject containsEvent and another view without this limitation

    W kli Fl fi ld

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    Worklist FlexfieldsSample Views for WFERROR

    Errors from Item Types

    Errors from Events

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    Notification Search for End Users

    Introduced in RUP 5

    Assign function Workflow NotificationSearch (WF_WORKLIST_SEARCH) to end-user menus

    This is the Notifications Administrator Web Page But.in end-user menus, allows users to search

    only for their own notifications

    Better Efficiency - When someone calls about

    a specific notification, this feature allows youto find the notification quickly

    N ifi i S h f E d U

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    Notification Search for End Users

    More options than the simple search

    f

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    Preferences

    Users can change the notification type

    preference via the preferences button Changing global preferences do NOT override

    preferences set individually Preferences button can be removed by setting profile

    option General Preferences Show Flag to No

    I t P f C P bl

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    Incorrect Preferences Cause Problems

    If users are not getting

    emails or emailsdisplay incorrectly,check the email stylein the preferences If users choose

    summary email styles,the summary emailnotification must bescheduled in themailer setup

    C t P R t E d

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    Concurrent Program - Retry ErroredWorkflows

    Dates - based on error date not on original

    start date Perform Commit

    No = commit at end Yes = commit after each retry

    C t P R d F il d/

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    Concurrent Program - Resend Failed/Error Workflow Notifications

    Introduced in RUP6

    Resend notifications with a mail status ofFAILED or ERROR Make corrections first such as email address

    corrections

    Concurrent Program Resend Failed/

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    Concurrent Program - Resend Failed/Error Workflow Notifications

    Caution

    You dont always want old notifications to be sent

    Many workflow systems need cleanup and haveorphaned workflows and notifications many years old

    Consider first a SQL update to set Mail_Status tonull where status = CLOSED or CANCELLED

    Status is the workflow status

    Mail_status is the notification status

    Refer to the workflow book for more details oncleanup of your workflow system

    Concurrent Program Workflow Directory

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    Concurrent Program - Workflow DirectoryServices User/Role Validation

    Symptoms

    Not receiving notifications

    Missing responsibilities for users

    What it does

    Data fix for user/role associations inWF_LOCAL_ROLES

    WF_LOCAL_ROLES is a critical workflow table

    Refer to workflow foundation presentation for detailtable descriptions and relationships

    Concurrent Program Workflow Directory

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    Concurrent Program - Workflow Directory

    Services User/Role Validation Run Twice Metalink Doc ID: 418765.1 Fix Dangling User/Roles

    Fix Dangling User/Roles=Yes

    Removes invalid associations fromWF_LOCAL_USER_ROLES (if user orrole is missing)

    Add Missing User/RoleAssignments=No

    Add Missing User/Role Assignments

    Fix Dangling User/Roles=No Add Missing User/Role = Yes

    Adds missing associations in theWF_LOCAL_USER_ROLES to havecorresponding user/role assignments in

    WF_USER_ROLE_ASSIGNMENTS

    S h i WF LOCAL t bl

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    Synchronize WF LOCAL tables

    Symptom user not receiving emails

    Synchronizes data from applications to WF_LOCAL_ROLES WF_LOCAL_USER_ROLES

    Synchronize Workflow LOCAL Tables request

    set Runs a separate request of Synchronize WF LOCAL

    tables for each application

    Run this program if the applications incremental

    synchronization fails If on 11.5.10 RUP3 or earlier, this should be

    scheduled nightly

    Di ti R t

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    Diagnostic Reports

    Need Oracle Diagnostic Tool Responsibility Starting in 12.0.6, RBAC is utilized for Diagnostics

    See MetaLink Note Id: 358831.1

    Sample of workflow related user tests

    Other workflow related tests are available

    Presentation on R11i/R12 Diagnostics delivered at Collaborate 09 Presentation specific to 11i only is also on our web site

    Diagnostics

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    Diagnostics

    MetaLink Note Id: 342459.1 shows full catalog

    Drill down on application hyperlink for list of reports

    Includes extensive documentation for R11 and R12

    Summary Review Tools for Users

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    Summary Review Tools for Users

    Workflow End Users and Functional Super

    Users Personalize notification page

    Monitor your own workflows

    Use flexfields to create specific views Run workflow specific concurrent programs

    Run Diagnostic Reports for Functional Areas

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    WORKFLOW TROUBLESHOOTINGFOR ADMINISTRATORS

    OAM vs Workflow Administration

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    OAM vs Workflow Administration

    OAM Workflow Page

    Use to monitor the workflow system as a whole

    Research all errors

    Drill down to workflow type and process

    Set up mailer Monitor Agents and Queues

    Workflow Administration Menus

    Troubleshoot specific errors Troubleshoot specific notifications

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    TROUBLESHOOTING IN OAM

    OAM W kfl P

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    OAM Workflow Page

    OAM Dashboard

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    OAM Dashboard

    Notification mailer will not show if

    notification mailer is not activated Notifications still appear in worklist

    All other icons should be green

    Background Engines, Purge and Control QueueCleanup show if concurrent requestsscheduled

    OAM Work Items

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    OAM Work Items

    Hovering mouseover bar yieldsexact count

    Active includeserrored processes

    Click on bar to drilldown Active

    Value: 34442 ErrorValue: 14132

    OAM Work Items Drill down

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    OAM Work Items Drill down

    Shows errored work items by item type

    Workflow types with high error counts most likelyindicate a problem in the process

    Click on itemtype hyperlink to

    drill down further

    OAM Work Items Drill down

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    OAM Work Items Drill down

    Shows process in error for item type

    Click on processname hyperlink todrill down further

    Default is 30 days

    OAM Work Items Drill down

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    OAM Work Items Drill down

    Shows specific workflows in error for specific

    processAbort All and Retry All buttons unique to OAM

    Select workflow and launchworkflow monitor

    --Same as admin menus

    OAM Work Items Drill down

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    OAM Work Items Drill down

    Also includes links to ActivityHistory, Participant Responses and

    Workflow Details--Also in admin menus

    New Look for Activity History

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    New Look for Activity History

    Introduced in RUP6

    Activity History Hierarchy Section

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    Activity History Hierarchy Section

    Expand the list to show child workflows

    Click the process name hyperlink to showactivity history for the child workflow

    Click the Errorhyperlink to get the full

    error stack

    New Look for Activity History

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    y yProcess Detail

    Added Notification Column

    Click notification icon toview and respond tonotification

    OAM Participant Responses

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    OAM Participant Responses

    Participant Responses view list of all

    notification activity and status

    Click on the notificationicon to see responsedetails

    OAM Participant Responses

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    OAM Participant Responses

    Participant response detail including any notes

    OAM Workflow Details

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    OAM Workflow Details

    Workflow attributes

    Shows all valuesrelated to theworkflow processincluding error

    messages Partial list shown here

    Workflow

    administrator can editattributes and rewind/restart process

    OAM Throughput Section of Main Page

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    g p g

    If mailer is down,

    notifications waiting willcontinue to grow Common in cloned

    environments See workflow book for

    proper cloning steps Processed

    Status = OPEN Mail_Status = SENT

    Waiting Mail_Status = MAIL

    Waiting

    Value: 72

    ProcessedValue: 7

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    TROUBLESHOOTING INWORKFLOW ADMINISTRATION

    MENUS

    Workflow Administration

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    Workflow Administration

    Troubleshooting tools are in Status Monitor

    and Administration tabs

    Workflow Administration

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    Status Monitor

    Search for specific workflows here

    Activity history, status diagram, participantresponses and workflow detail same as OAM

    Need invoice idLook for itemsin error

    Workflow Administration

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    Administration

    Notification search in this window allows

    search for notifications for others

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    WORKFLOW TROUBLESHOOTINGFOR DEVELOPERS AND DBAS

    Tips Refresh Button

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    Tips Refresh Button

    RUP4 and later, OAM forms do not perform new

    queries (unless refresh button is pressed) Schedule the following programs for refresh

    Workflow Agent Activity Statistics concurrent Program

    Workflow Mailer Statistics Concurrent Program

    Workflow Work items Statistics Concurrent Program

    Workflows MUST be configured

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    g

    AccountGenerators

    If Using Projects,MUST customizePOWFPOAG,POWFRQAG,PAAPINVW

    Workflows MUST be configured

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    g

    Attributes

    Example CREATEPO,POERROR

    Auto Create AllowedAuto Approval Allowed

    Is contact required

    Tips Clean up to Improve Performance

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    Close orphan WFERROR, POERROR workflows

    bde_wf_clean_worklist MetaLink Note 255048.1 Closes WFERROR workflows where the parent is complete Duplicate script and replace WFERROR with

    POERROR Closes POERROR workflows where the parent is complete

    Schedule Purge Processes Purge completed workflows > 30 days old

    Schedule Control Queue Cleanup every 12hours

    Removes inactive Subscriptions that occur when amiddle tier Process dies

    Tips Workflow Administrator

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    p

    Problem:

    Patching resets Workflow Administrator toSYSADMIN

    Cannot troubleshoot all workflows withoutWorkflow Administrator access

    Solution: MetaLink Doc. ID: 274842.1 "How To Set The

    Workflow System Administration Role To Be

    Performed By A Specific Responsibility Instead OfThe User SYSADMIN And Not Letting AutoconfigOverwrite It"

    Tips Worklist Access

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    p

    In order to monitor notifications to SYSADMIN

    Grant Worklist Access

    Grant access toSYSADMIN messagesto Workflow

    Administrator Users

    SYSADMIN User Profile Options

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    Recommended Profile Option Values for user

    SYSADMIN (not site level) ICX:Session Timeout 12000

    ICX: Limit connect 1000000 (one million)

    ICX: Limit time 192

    See MetaLink Doc. ID: 414376.1 "You HaveInsufficient Privileges For the Current

    Operation" On Reqapprv Notif"

    Mailer Parameter Changes

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    g

    Processor Close on Read Timeout

    On Step 2 of Mailer setups (Advanced)

    Should be checked

    MetaLink Doc. ID: 422870.1 "Java mailer not Removing

    Processed Emails from Inbox after Folder RUP4" MetaLink Doc. ID: 437986.1 "E-Mail Notifications AreNot Getting Processed, Remain Sitting In The Inbox"

    MetaLink Doc. ID: 418077.1 "Workflow Notification

    Mailer Stops Processing" MetaLink Doc. ID: 332152.1 "OWF.H Diagnostics andSolutions"

    Mailer Parameter Changes

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    Mailer Parameter Changes

    Mailer Parameter Changes

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    g

    Expunge Inbox on Close

    On Step 3 of Mailer setups (Advanced)

    Should be checked

    MetaLink Doc. ID: 422870.1 "Java Mailer not RemovingProcessed Emails from Inbox after Folder RUP4"

    Mailer Parameter Changes

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    a e a a e e C a ges

    Mailer Parameter Changes

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    g

    Must be WF admin orhave resp assigned asWF admin

    Must contain WF admin menuand be assigned to user above

    Must be ID for Resp above

    120 to avoid insufficient

    privileges error

    Mailer Parameter Changes

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    Framework User, Responsibility, Application ID

    On Step 4 of Mailer Setups (Advanced) User assigned to Mailer must be the workflowadministrator or be assigned the responsibilityassigned as workflow administrator

    Responsibility assigned to the mailer must be

    assigned to this user and contain the workflowadministration menu

    Application_id assigned to the mailer must be sameas responsibility assigned to the mailer

    MetaLink Doc. ID: 344936.1 "Email Body Contain:ORA-20002: 3207: User SYSADMIN does not haveaccess to notification" describes how to set theseparameters

    Mailer Parameter Changes

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    Framework URL Timeout

    On Step 4 of Mailer Setups (Advanced) Set to 120

    MetaLink Doc. ID: 414376.1 ""You have InsufficientPrivileges For The Current Operation" On ReqapprvNotif"

    Tips - Mailer Maintenance

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    For installations that run 24/7, mailer needs to

    be shut down and re-started once/week Schedule events that will do this

    Page 5 of Advanced Setup

    10080 represents 7 days MetaLink Doc. ID: 443643.1 "How To Automatically

    Restart Workflow Mailer Processes Regularly

    Workflow Diagnostic Reports

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    g p

    Diagnostics

    toolalternative forscripts in$FND_TOP

    Partial listshown

    Overview

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    Oracle has provided a workflow analyzer

    script for analyzing the health of the workflowenvironment

    Why not diagnostics? Diagnostics was developed to put these scripts in

    a front end tool for end users

    This workflow script was developed outside ofdiagnostics so the most current versions could be

    downloaded from My Oracle Support Diagnostics is not always up to date if patching isbehind

    Download Workflow Analyzer

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    Workflow Analyzer script for E-Business Suite

    Workflow Monitoring and Maintenance [ID 1369938.1]

    Run from Sql*Plus as the APPS user Log into sql*plus as the APPS user and SPOOL a

    meaningful output file name and run the script

    $ sqlplus apps/

    SQL> SPOOL wf_analyzer__.html

    @workflow_analyzer.sql

    Oracle does not guarantee proper display from Toad

    or SQL developer

    See MOS Note: 1425053.1 to run as a concurrentrequest

    Report Output

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    Workflow Analyzer report output

    Whats in the report

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    Workflow Analzyer

    Overview- E-Business SuiteVersion- Workflow Database

    Parameter Settings

    Note new 11g

    recommendation tounset JOB-QUEUE_PROCESSESdatabase parameter

    Note new 10grecommendation tounset AQ-TM databaseparameter

    Whats in the report

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    Workflow Administration

    - Verify the Workflow AdministratorRole- SYSADMIN User Setup for ErrorNotifications- SYSADMIN WorkList Access- SYSADMIN Notification RoutingRules

    - Verify AutoClose_FYI Setting- E-Business Suite Profile Settings- Workflow Profile Settings- Verify Error Messages- Verify #STUCK Activities- Totals for Notification Preferences

    - Check the Status of WorkflowServices

    Identifies workflowadministrator

    Assign worklist accessto sysadmin msgs

    Identifies relevantprofile options with

    recommendations Provides summary

    counts of errored andstuck workflows and

    notification preferences Validates workflowservices are working

    Whats in the report

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    Workflow Footprint

    - Volume of Workflow RuntimeData Tables- Verify Closed and PurgeableTEMP Items- SUMMARY Of WorkflowProcesses By Item Type

    - Check the Volume of Open andClosed Items Annually- Average Volume of OpenedItems in the past 6 Months,Monthly, and Daily- Total OPEN Items Started Over90 Days Ago- Check Top 30 Large Item

    Activity Status History Items

    Provides performancerecommendations

    Logical space analysis oftables and impact onperforming full table scans

    Identifies purgeable items

    Provides summary Countsof workflow items bystatus

    Volume analysis Analysis of old items

    Analysis of large activityitems

    Whats in the report

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    Workflow ConcurrentPrograms

    - Verify Concurrent ProgramsScheduled to Run- Verify Workflow Background

    Processes that ran- Verify Status of theWorkflow Background EngineDeferred Queue Table- Verify Workflow Purge

    Concurrent Programs- Verify Workflow ControlQueue Cleanup Programs

    Are all needed

    concurrentprograms runningat recommended

    intervals

    Whats in the report

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    Workflow NotificationMailer

    - Check the status of theWorkflow Services- Check the status of theWorkflow Notification

    Mailer(s)- Check Status ofWF_NOTIFICATIONS Table- Check Status ofWF_NOTIFICATION_OUTTable- Check for OrphanedNotifications

    Is the mailer running?

    Are messages beingsent? Provides counts by

    status need toaddress messages

    with error and highcounts with a MAILstatus

    Are there a largenumber of orphanednotifications where theparent is complete?

    Whats in the report

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    Workflow Patch Levels

    - Applied ATG Patches- Known 1-Off Patches ontop of ATG Rollups

    - Verify Status ofWorkflow Log Levels- Verify WorkflowServices Log Locations

    Identifies patch

    levels Identifies known

    one off patches byrelease

    Identifies log

    levels andlocations

    Whats in the report

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    References Provides hyperlinks

    to various currentMy Oracle Supportnotes to helpmanage workflow

    system Direct link toWorkflowcommunity for

    additional supportfrom Oracle Acesand others

    Summary

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    Enabling users increases efficiencies

    Increased efficiencies reduce cost and makeemployees happy further increasingefficiencies

    Reducing costs increases profitability Increased profitability secures jobs making

    employees even happier increasing

    efficiencies more Go back to #1

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