Professional Documents
Culture Documents
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Course Code 14465GC20
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Edition 2.0
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Month Year
Part Number D34107
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December 2001
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Copyright © Oracle Corporation, 2001. All rights reserved.
This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing
restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this
documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights
and the following legend is applicable:
Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed
to be Restricted Rights software under Federal law, as set forth in subparagraph (c)(1)(ii) of DFARS 252.227-7013, Rights in
Technical Data and Computer Software (October 1988).
This material or any portion of it may not be copied in any form or by any means without the express prior written permission of the
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criminal penalties.
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The information in this document is subject to change without notice. If you find any problems in the documentation, please report
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Oracle Corporation does not warrant that this document is error-free.
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Author
Leslie Studdard
Andrea Auld, Phil Cannon, Anne Carlson, William Curtis, Kathy Helbling, Terri North, Mildred
Wang, John Zerbel
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oracletutor U s
This book was published using:
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Table of Contents
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Identifying Existing Menu Structures................................................................................. 2-40
Menu Guidelines ................................................................................................................. 2-41
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Modifying an Existing Menu Definition ............................................................................ 2-42
Creating a Menu.................................................................................................................. 2-43
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The Menu Viewer ............................................................................................................... 2-45
Using the Menu Viewer ...................................................................................................... 2-46
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Menu Tree Display Styles ................................................................................................... 2-47
Viewing Node Properties .................................................................................................... 2-48
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Practice 4: Defining Custom Menus.................................................................................... 2-49
Practice 4: Solution ............................................................................................................. 2-52
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Practice 4: Solution (Continued) ......................................................................................... 2-54
Practice 5: Making a Form Query-Only .............................................................................. 2-62
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Practice 5: Solution ............................................................................................................. 2-64
Practice 5: Solution (Continued) ......................................................................................... 2-66
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Summary ............................................................................................................................. 2-68
Managing Concurrent Programs and Reports................................................................... 3-1
Managing Concurrent Programs and Reports ..................................................................... 3-2
Objectives ........................................................................................................................... 3-3
Concurrent Requests, Programs, and Managers.................................................................. 3-5
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Implementing a Coded Request Group ............................................................................... 3-51
Customization Example ...................................................................................................... 3-52
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Creating the New Form Function ........................................................................................ 3-53
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Passable Request Parameters .............................................................................................. 3-54
Adding the Function to the Menu........................................................................................ 3-55
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Practice 3: Defining a Coded Request Group ..................................................................... 3-56
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Practice 3: Solution ............................................................................................................. 3-58
Defining a Request Set........................................................................................................ 3-63
Request Set Stages .............................................................................................................. 3-64
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Stage Status ......................................................................................................................... 3-65
Linking of Stages ................................................................................................................ 3-66
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Defining Request Sets Step 1: Enter Request Set Name ..................................................... 3-67
Defining Request Sets Step 2: Define a Stage..................................................................... 3-69
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Defining Request Sets Step 3: Enter Requests for Stage..................................................... 3-70
Defining Request Sets Step 4: Enter Request Parameter..................................................... 3-71
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Defining Request Sets Step 5: Link Stages ......................................................................... 3-72
Submitting a Request Set .................................................................................................... 3-73
User Request Set Privileges ................................................................................................ 3-74
System Administrator Request Set Privileges ..................................................................... 3-75
Practice 4: Using Request Sets............................................................................................ 3-76
Practice 4: Solution ............................................................................................................. 3-77
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Oracle Capacity Planner...................................................................................................... 4-36 l y
Defining a Concurrent Manager Practice Instructions ........................................................ 4-38
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Concurrent Processing Tuning Assistant............................................................................. 4-37
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Summary ............................................................................................................................. 4-49
Managing Profile Options .................................................................................................... 5-1
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Managing Profile Options ................................................................................................... 5-2
Objectives ........................................................................................................................... 5-3
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Personal Profile Values....................................................................................................... 5-4
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Profile Hierarchy Levels ..................................................................................................... 5-5
System Profile Options........................................................................................................ 5-6
Using User Profile Values as Defaults ............................................................................... 5-7
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Auditing Related Profile Options ........................................................................................ 5-8
Currency-Related Options................................................................................................... 5-9
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Flexfield-Related Options ................................................................................................... 5-10
Online Reporting-Related Options...................................................................................... 5-12
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Personal Output Viewer Options......................................................................................... 5-14
User-Related Profile Options .............................................................................................. 5-15
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Security Signon Profile Options.......................................................................................... 5-17
Practice Instructions............................................................................................................ 5-19
Summary ............................................................................................................................. 5-21
Incorporating a Custom Program ....................................................................................... 6-1
Incorporating a Custom Program ........................................................................................ 6-2
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Audit Shadow Tables .......................................................................................................... 7-19l y
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Shadow Table Views........................................................................................................... 7-20
Audit Tables Window ......................................................................................................... 7-21
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Identifying the Schema to be Audited ................................................................................. 7-22
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Enabling Audit Processing .................................................................................................. 7-23
Practice Instructions............................................................................................................ 7-24
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Practice Solution ................................................................................................................. 7-25
Summary ............................................................................................................................. 7-27
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Managing Printers ................................................................................................................ 8-1
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Managing Printers ............................................................................................................... 8-2
Objectives ........................................................................................................................... 8-3
Formatting Information ....................................................................................................... 8-4
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Oracle Print Definition Components ................................................................................... 8-6
Relationships of the Printer Components ............................................................................ 8-8
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Defining Printers ................................................................................................................. 8-9
Finding Existing Printer Types............................................................................................ 8-10
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Registering a New Printer ................................................................................................... 8-11
Defining a New Printer Type .............................................................................................. 8-12
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Customization Materials for Oracle Applications Printing ................................................. 8-13
Customizing Printer Components........................................................................................ 8-14
Customizing Print Styles ..................................................................................................... 8-15
Customizing Printer Drivers................................................................................................ 8-16
Invoking a Printer Driver .................................................................................................... 8-18
Passing Print Arguments ..................................................................................................... 8-20
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Downloading Help Files for Editing ................................................................................... 10-11
Linking Help Files............................................................................................................... 10-13
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Special Syntax versus Conventional HTML ....................................................................... 10-14
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Cross-Application Links ..................................................................................................... 10-15
Related Topics Links .......................................................................................................... 10-16
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Related Topics Links Syntax............................................................................................... 10-17
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Uploading Your New or Changed Help Files ..................................................................... 10-18
File Upload Steps................................................................................................................ 10-19
Creating Reports ................................................................................................................. 10-21
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Running Reports.................................................................................................................. 10-22
Updating the Search Index .................................................................................................. 10-23
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Customizing Help Navigation Trees ................................................................................... 10-24
Help Builder Functions ....................................................................................................... 10-25
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The Help Builder................................................................................................................. 10-26
Opening a Tree for Editing ................................................................................................. 10-27
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Adding New Help Files to a Tree........................................................................................ 10-28
Adding New Nodes to a Tree.............................................................................................. 10-29
For Further Information ...................................................................................................... 10-30
Summary ............................................................................................................................. 10-31
Demonstration: Using the Help Builder .............................................................................. 10-32
Demonstration (Continued)................................................................................................. 10-33
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Copyright © Oracle Corporation, 2001. All rights reserved.
Before you begin this course, you should have the following qualifications:
Prerequisites
This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations
and written practice sessions reinforce the concepts and skills introduced.
Related Publications
Oracle Publications
Title
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Part Number
Additional Publications
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• System release bulletins
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• Installation and user’s guides
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• read.me files
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•
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Oracle Magazine
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Enter user_id@us.oracle.com, where user_id is the
Quotation
variables
Interface elements
name of the user.
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Select “Include a reusable module component” and click Finish.
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marks with long names
that have only
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This subject is covered in Unit II, Lesson 3, “Working with
initial caps;
lesson and chapter
Objects.”
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titles in cross-
references
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Uppercase SQL column
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names, commands, I Use the SELECT command to view information stored in the
LAST_NAME
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functions, schemas, column of the EMP table.
Arrow
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table names
Menu paths Select File > Save.
Brackets
Commas O Key names
Key sequences
Press [Enter].
Press and release keys one at a time:
[Alternate], [F], [D]
Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
Summary.
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2. (M) From the menu, select Query then Find.
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3. (B) Click the Approve button.
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Notations:
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(N) = Navigator
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(M) = Menu
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(T) = Tab
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(B) = Button
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(I) = Icon
(H) = Hyperlink
1. In the navigation frame of the help system window, expand the General Ledger entry.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Course Objectives
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Introduction to Course Topics
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This course discusses how to perform administrative tasks in an Oracle Applications systems
environment. You will learn to manage security by granting users access and defining their
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application privileges, to administer concurrent managers, and to set profile options. You will
also learn to audit users and system processing, manage printers, administer folders, and
perform other applications DBA duties.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Course Objectives
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Importance of This Course
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System administrators are responsible to a user community that requires that Oracle
Applications be configured appropriately for application end users. Typical demands of an
applications user community are:
• Matching job descriptions to applications functionality
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• Knowing the status of submitted (concurrent) reports and programs
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• Choosing printers and defining print styles and printer drivers
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• Changing an application’s default behavior
• Using document sequences to track documents generated by forms transactions
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• Creating customized menu prompts and descriptions
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This course discusses how to meet these ongoing and changing needs in your user community.
You will learn how to adapt the applications usage for your users over time.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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System Administration Functions
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You can increase Oracle Applications benefits to your users by configuring them to meet the
needs of your company’s organizational structure, equipment, and applications usage.
Database Administrator Versus System Administrator
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A database management system can be seen as having two sides to it—a front end that the user
sees and works with and a back end where the actual work or data manipulation is performed.
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This natural division between user applications and their underlying data structures lends itself
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to two job categories—database administrator and system administrator.
An Oracle Applications system administrator manages the user interface or applications side of
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the database management system.
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An Oracle database administrator (DBA) manages the data that the various applications enter,
update, and use for company business.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Objectives
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Lesson Aim
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One of the most important functions of a system administrator is to manage security for the
Oracle Applications environment. In Oracle Applications security is implemented by creating
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user signons and relating them to a responsibility. The responsibility specifies the actual access
authorizations. This lesson shows you how to define both user signons and responsibilities.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Oracle
User Responsibility
Reports
Application
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Managing Application Security: Overview
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In an Oracle Application, the system administrator manages security by creating user signons
and assigning them to one or more responsibilities. Users then have access to all the
functionality associated with that responsibility.
User Security
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You authorize a user to sign on to Oracle Applications by defining an application user. You
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then assign one or more responsibilities to the new user.
Responsibility Security
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A responsibility is a collection of authorizations that allow access to:
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• A specific application or applications
• A set of books
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• A restricted list of windows, functions, and reports
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Each user has one or more responsibilities, and several users can share the same responsibility.
A system administrator can assign users any of the standard responsibilities provided with
Oracle Applications or create new custom responsibilities as needed.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Using Responsibilities
Define
or modify
responsibility
Exclude
functions
and menus
Define Define
application application
user user
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Creating a New Responsibility
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Generally you relate new application users to existing predefined responsibilities. However,
you can customize an existing responsibility or create new responsibilities to accommodate the
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needs of different users or different categories of users. When creating a new responsibility, it
is generally easier to modify an existing responsibility in one of two ways:
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• Extend Privileges That a Responsibility Owns n
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When users require additional reporting and summary information, you can:
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• Use request groups to add additional program or report privileges to a responsibility
• Use menus to add windows and tasks to a responsibility
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• Restrict Privileges That a Responsibility Owns
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Sometimes it is easier to remove authorizations from an existing responsibility. To do this
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• Use exclusions against a responsibility to limit menu and function access privileges to
those required for job duties
• Use request groups to limit program or report privileges for a responsibility that
requires only data entry privileges
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Copyright © Oracle Corporation, 2001. All rights reserved.
Enter user
1
name and password
Enter user’s
3
start and end dates
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Defining a New User
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(N) Security > User > Define
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Note: All Navigation paths, unless otherwise noted, are from the System Administrator
Responsibility.
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Define an authorized user of Oracle Applications by specifying a username and password.
Grant application privileges by assigning one or more responsibilities to the user.
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For a complete explanation of the fields on the Users Form see:
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(Help) Applied Technology > Oracle Applications System Administration >
Overview of Oracle Applications Security > Users Window
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Instructions
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1. Use the information below to define your new user signon:
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User Name: Your Name (for example: JSMITH or JOHN_SMITH or JOHN_D_SMITH)
Description: Your Name System Administrator
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Password: WELCOME (reenter to verify)
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Password Expiration: 30 days
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Effective Dates: From: today To: 3 months from today
Responsibility
e I Application
System Administrator
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System Administrationl System Administration
Oracle Self-Service Web Applications
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Application Developer Application Object Library
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General Ledger Super User Oracle General Ledger
2. Accept the defaults for all other fields.
3. Save your work and exit Oracle Applications.
4. Sign on again using your new login and password.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 1: Solution
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Solution
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1. Log in to Oracle Applications with user name “Operations” and password “welcome”.
2. Select the System Administrator responsibility under the “Applications” heading of the
Navigate region of the Personal Homepage.
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4. Enter the fields as described in the instructions: n
3. Navigate to the Users form: (N) Security > User > Define.
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User Name: Your Name (for example: JSMITH or JOHN_SMITH or JOHN_D_SMITH)
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Description: Your Name System Administrator
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Password: WELCOME (reenter to verify)
Password Expiration: 30 days
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Effective Dates: From: today To: 3 months from today
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Solution (continued)
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Administrator Responsibility.
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9. Verify that you have the correct Responsibilities displayed, and select the System
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Copyright © Oracle Corporation, 2001. All rights reserved.
Defining an Application
Application Basepath
Application Description
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Defining an Application
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(N) Application > Register
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You can protect custom functions, forms, reports, and programs from being lost during
upgrades by registering them.
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In the Applications window you will supply the following information:
• Application – Enter a user-friendly name that will appear in lists seen by the user.
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• Short Name – Oracle Applications uses this short name to identify forms, menus,
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concurrent programs, and other components of your application.
• Basepath – Enter the base path where your custom forms, reports, and program files are
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located. Make sure that your base path is unique to prevent other applications from writing
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to the same directory.
For a complete explanation of the fields in this form see:
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(Help) Applied Technology > Oracle Applications System Administration >
Applications DBA > Applications Window
Registering an Oracle ID
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Registering an Oracle ID
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(N) Security > ORACLE > Register
• Only database administrators can create Oracle accounts.
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• The install group designates which data group the application is associated with. For
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applications that span all data groups, the install group is 0. Install groups numbered 1 or
greater are associated with one specific data group. Your database administrator can supply
the correct install group number.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Data Groups
Application Oracle ID
Can appear AOL APPS Can appear
only once GL APPS multiple times,
but only once
AP1 APPS with each
AP2 APPS application
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What Is a Data Group?
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A data group is a collection of pairings of an application with an Oracle ID. Data groups
automatically support concurrent processing and cross-application reporting. They guarantee
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that an application connects to a unique application database account.
Note: The installation process automatically defines data groups for Oracle Applications,
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so you only need to define additional data groups based on your specific requirements.
Application-Oracle ID Pairs
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• An application can be listed only once in a data group.
• An Oracle ID can be paired with more than one application.
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• A custom application registered with Oracle Applications can be included in a data group.
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Data Groups and Application Object Library
Application Object Library owns the database tables referred to during concurrent processing
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and the standard submission of reports by any Oracle Application. Therefore all applications
need access to the Application Object Library tables. When you are defining a data group, the
application Application Object Library is automatically included. The Application Object
Library’s Oracle ID cannot be updated or deleted.
Define Oracle ID
1
(DBA task)
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Defining a Data Group
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(N) Security > ORACLE > DataGroup
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By defining a data group, you can determine which Oracle account (Oracle ID) an
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application’s windows, reports, or concurrent programs connect to. Use data groups to grant
application database account privileges to a responsibility and the requests that it submits.
Data Groups Serve Two Purposes
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• Identify the Oracle ID to which forms connect when users select the responsibility. Choose
windows.
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one application-Oracle ID pair from the data group to associate with your responsibility’s
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• Concurrent managers use a data group to match the application that owns a report or
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concurrent program with a unique Oracle ID.
Additionally, you can incorporate custom applications by granting application database access
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to custom applications that you develop. Alternatively, use custom applications to name
customized versions of concurrent programs, responsibilities, and concurrent managers to
protect your customizations during an upgrade.
Responsibility XYZ
SERVER
Standard Data Group
database
Application Oracle ID
Program
AOL APPS
GL APPS table
AP1 APPS
AP2 APPS
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Relating Data Groups to Forms and Programs
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defining a data group.
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You can control the relationship among applications, forms, and concurrent programs by
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• A data group determines the pairing of an application with a unique application database
account or Oracle ID.
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• A program connects to the application database account associated with the application that
owns the program.
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Application-Oracle ID Pairs
• An Oracle ID is a username and password that allows access to application tables in an
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Oracle database.
• A data group lists the Oracle ID assigned to each Oracle application.
• A custom application registered with Oracle Applications can be included in a data group
and paired with an Oracle ID.
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Instructions
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For Your Custom Application
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Substitute your initials for “XXX” to keep your data unique to the database.
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Note: For class purposes, we are using a predefined basepath; if you were truly defining a
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custom application for your organization, this would be a unique basepath.
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Description:
For Your Data Group l
XXX Custom Application
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Name:
r a XXX Data Group
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Description:
Application:
XXX Data Group
XXX Custom Application
Oracle ID: APPS
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 2: Solution
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Practice Solution
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Register Your Custom Application
1. Navigate to (N) Application > Register
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2. Enter your Application: XXX Custom Application.
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3. Enter your Short Name: XXXCA.
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4. Enter the Basepath: FND_TOP.
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5. Enter your description: XXX Custom Application.
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6. Save your work and close the form (M) File > Close Form.
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Your completed form should appear similar to the example shown in the slide.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Solution (Continued)
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Create Your Data Group
1. Navigate to (N) Security > ORACLE > DataGroup.
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2. Enter your Data Group: XXX Data Group.
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3. Enter your Description: XXX Data Group.
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button.
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4. Place your cursor in the Application field and click the Copy Applications From
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6. Ensure that your cursor is in the Application field and click the New icon or choose New
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from the File menu to add a row for your custom application.
7. Select your custom application name from the list of values for the Application field.
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8. Select APPS from the list of values for the Oracle ID field.
9. Save your work. Your completed form should appear similar to the example shown in the
slide.
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Function Security
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definitions.
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You can manage security by controlling access to individual functions through menu
About Functions
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• A function is a set of code in Oracle Applications that is executed only if the name of the
function is present in a list maintained within a responsibility.
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• There are two types of functions: a form function and a nonform function or subfunction. A
Web Regions
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subfunction represents a securable subset of a form’s functionality.
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The fields in the Web regions are required only if your function will be accessed from Oracle
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Self-Service Web Applications.
Adding Functions to or Removing Functions from a Responsibility
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• Maintain menu structures while eliminating specific functionality.
• Exclude individual functions from a responsibility.
Adding or Removing Menus of Functions
• Use menus to group functions together.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Navigator Menu Displays
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The Navigator displays only the menu items needed for navigation. Because you cannot choose
subfunctions from a menu, they are not displayed. Submenus consisting only of subfunctions
are also not displayed.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Menu Level 1
Function-A Excluding a function affects the
Menu Level 2 function regardless of level.
Function-B
Function-C
Menu Level 3
Function-A
Function-D
Function-E
Menu Level 2
Function-D
Menu Level 2 Excluding a menu excludes all
Function-F its child functions.
Function-G
Function-H
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Exclusion of Functions and Menus
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Use exclusion rules to customize a responsibility. You can exclude functions at any level.
• When you exclude a menu item from a responsibility, all menus and functions that are
nested in that menu are also excluded.
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• When you exclude a function from a responsibility, all occurrences of that function
throughout the menu structure of a responsibility are excluded.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Responsibility Components
Menu
Exclusions
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Components of a Responsibility
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A responsibility has two required components and two optional components.
Required Components
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• Data group: A data group specifies the Oracle Application database accounts to which a
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responsibility’s forms and concurrent programs connect.
• Menu: A menu specifies the forms that a responsibility can display and the functions it can
access.
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Optional Components
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• Request security group: A request group lists the concurrent programs that a responsibility
c l
can run. When a request group is assigned to a responsibility, it is referred to as a request
security group.
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• Exclusions: Exclusions modify a responsibility’s access to the forms and functions
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specified by a menu.
Security Security
ORACLE Responsibilities User
DataGroup Define
Security
Responsibility
Request groups Define Menus
Security Application
Responsibility Menu
Requests
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Responsibility Creation Process
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the System Administrator responsibility.
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There are five forms involved in the responsibility creation process. These are available under
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Copyright © Oracle Corporation, 2001. All rights reserved.
4 Select menu
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Defining a New Responsibility
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U s
• Assemble the components of application privileges to create a responsibility.
• Define the responsibility by assembling a menu, report security group, and data group and
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defining any function security (any menu or function exclusions).
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Defining a Responsibility
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(N) Security > Responsibility > Define
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A responsibility determines if the user accesses Oracle Applications or Oracle Self-Service
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Web Applications, which application functions a user can use, which reports and concurrent
programs the user can run, and which data those reports and concurrent programs can access.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Instructions
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U s
Use the information in the chart below to define the new responsibility. Replace the XXX with
your initials. Use the Data Group and Custom Application you created in the previous
practices.
Responsibility Name: XXX Assistant System Administrator
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Application:
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Application Object Library n
Responsibility Key:
nt e
XXX_Asst_SysAdmin
Description:
Effective Dates:
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Assistant System Administrator
(accept the default system date)
Available From:
c l Oracle Applications
Data Group:
r a Standard
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Data Group Application: Application Object Library
Menu:
Request Group:
Navigator Menu - System Administrator GUI
(leave blank)
U s
In order to test this new responsibility, create a new user signon for your assistant system
nt e
XXX Assistant System Administrator
Password:
Password Expiration:
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WELCOME
90 days
Responsibility:
c l XXX Assistant System Administrator
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Once you have defined it, sign off and back on using the new signon. Check that all the
specialized responsibilities and exclusions that you intended apply to this new user.
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Add Your New Responsibility to an Existing User
Query-up your user you created in Lab 1 and add this responsibility to that user.
Practice 3: Solution
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Practice Solution
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Create Your New Responsibility
1. Navigate to (N) Security > Responsibility > Define.
U s
2. Enter the Responsibility Name: l
XXX Assistant System Administrator
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3. Select the Application:
n
Application Object Library
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4. Enter the Responsibility Key:
5. Enter the Description:
nt e
XXX_ASST_SYSADMIN
Assistant System Administrator
6. Accept the Effective Date:
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7. Check Available From:
8. Select the Data Group:
Oracle Applications
Standard
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9. Select the Data Group Application: Application Object Library
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10. Select the Menu:
Define Your Exclusions
Navigator Menu – System Administration GUI
Type Name
Function Monitor Application Users
Function Responsibilities
Function Web Enabled PL/SQL
Menu NAVSECVAL4.0
Menu ORACLE Menu – System Administrator GUI
Menu AuditTrail Menu – System Administrator GUI
Menu Concurrent Menu – System Administrator GUI
Menu Profile Menu – System Administrator GUI
Menu Application Menu – System Administrator GUI
Menu Install Menu – System Administrator GUI
Menu Workflow Administrator
Function Oracle Support MetaLink
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Practice Solution (continued)
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Test your new Responsibility by Assigning it to a New User
1. Navigate to (N) Security > User > Define
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2. Enter the User Name: XXXAssistSA
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3. Enter Description:
n
XXX Assistant System Administrator
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4. Enter Password:
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Welcome
nt
5. Enter Password Expiration: 90 days
6. Select Responsibility:
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7. Leave all other fields blank, or accept the defaults.
8. Save your work. Your new Users form should look similar to the example shown on the
slide.
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9. Close the Users form.
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Practice Solution (continued)
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Sign On as Your New User
U s
1. Exit Oracle Applications (M) File > Exit Oracle Applications and exit the Personal
Homepage (click the Exit icon).
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change your password.
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2. In the signon window enter your new user name and password. You will be prompted to
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3. From the Personal Homepage select your XXX Assistant System Administrator
responsibility.
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4. Review the menu items for your new responsibility and verify that only the correct items
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appear. The menu should appear similar to the example shown in the slide.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (continued)
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Assign your new Responsibility to your existing user from Practice 1
1. Navigate to the Users form (N) Security > User > Define.
U s
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2. Put the form in query mode by pressing F11 or by selecting (M) View > Query by
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Example > Enter.
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3. Enter the user name you created in Lab 1 in the Name field and execute your query by
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pressing Ctrl-F11 or by selecting (M) View > Query by Example > Run.
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4. Navigate to the Responsibilities tab.
5. Insert a new record by clicking the New icon on the toolbar. Select your XXX Assistant
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System Administrator from the LOV for the Responsibility field.
6. Save your work.
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Your completed form should look similar to the example in the slide.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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New Menu Structure
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new responsibility.
U s
Use the Menus form to define menus pointing to functions that you want to make available to a
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Determine the Application Functionality Required
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• Different jobs require access to different function groups.
• Identify predefined menus, forms, and form subfunctions to use as entries when defining a
new menu.
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Plan Your Menu Structure
• Start with a blank Menus form (blank screen). Menus cannot be copied. A menu saved
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under a different name overwrites the original menu (there is no Save As feature).
• Start with the lowest-level menus. A menu must be defined before it can be selected as an
entry on another menu.
• Assign menus and functions to higher-level menus.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Designing a New Menu Structure
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U s
Before designing a new menu structure, identify any possible existing menu structures that can
be modified or modeled from, and document custom menus by using reports in the Function
Security Report Set.
Function Security Menu Report
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• Lists the full menu name of the responsibility n
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• Indicates any excluded menu items, with the rules that exclude them
Function Security Navigator Report
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• Lists the menu as it appears in the Navigator for the responsibility specified
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• Does not include items excluded by function security rules
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Function Security Function Report
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• Lists the functions accessible by the responsibility specified
• Does not include items excluded by function security rules
Menu Guidelines
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Modifying a Menu
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You can modify predefined menus to suit specific job functions.
Overwrite a User Menu Name
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When you change a menu’s user menu name, the menu entries are not affected. The menu’s
a
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definition still exists, but under a new name. Other menus that call the menu by its old user
menu name now call the same menu by its new (revised) user menu name.
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The old user menu name is no longer valid. When you are defining menus, or if you are
Creating a Menu
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Creating a Menu
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Use the Menus window to create a menu:
(N) Application > Menu
U s
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After you save your changes in this form, the Compile Security concurrent program is
a
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automatically submitted to compile the menu data. Compiling your menu data allows for the
system to determine more quickly during a user’s session whether a function is available to a
particular responsibility or menu.
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New Menus form fields:
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• Menu Type – used to specify the purpose of the menu. The possible values are:
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- Standard – for menus that would be used in the Navigator form
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- Tab – for menus used in Self-Service applications
- Security – for menus that are used to aggregate functions for data security or specific
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function security purposes, but would not be used in the Navigator form.
• Grant check box – checking this box indicates that this function is automatically enabled
for the user.
For a complete explanation of the fields on this form see:
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Copyright © Oracle Corporation, 2001. All rights reserved.
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The Menu Viewer
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(N) Application > Menu > (B) View Tree...
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Using the Menu Viewer
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(N) Application > Menu > (B) View Tree...
U s
• To view the menu tree, click on the plus (+) sign next to the menu name. You will see a
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• The menu tree displays the user menu name for the main menu, and displays the prompts
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from the Menus form for submenus and functions. If no prompt has been specified, then no
label will appear for the node.
Printing the Menu Tree
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To print a menu tree, choose Print from the File menu.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Menu Tree Display Styles
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(N) Application > Menu (B) View Tree…
U s
There are three styles for viewing your menu tree. You can select the style from the View
menu or by clicking the appropriate toolbar icon.
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• Vertical – Menu entries are displayed vertically, similar to how they appear in the
Navigator window when you log on to Oracle Applications.
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• Org-Chart – Menu entries are displayed horizontally as in an organizational chart.
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• Interleaved – Menu entries are displayed horizontally and vertically.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Instructions
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In this practice you will:
• Create a submenu to allow access to set up Flexfield Value Security
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• Create a submenu to allow access to Define Responsibilities, Request Groups, and setup
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Flexfield Value Security
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• Create a TOP level menu allowing access to Define and Monitor Users, Define
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Responsibilities and Request Groups, setup Flexfield Value Security, View/Update
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Personal Profile options, Run and View Requests, and Define Request Sets
• View the new menu using the Menu Viewer
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• Associate the new menu with a new responsibility for the System Auditor
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Create Your Menu:
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• Assign the new Responsibility to a new and an existing user
Menu Name:
O
Level Three Menu
XXX_FLEX_SECURITY
User Menu Name: XXX_FLEX_SECURITY
Description: Define and Assign Flexfield Security Rules
Copyright © Oracle Corporation, 2001. All rights reserved.
20 Responsibilities XXX_RESPONSIBILITY
a l Define Responsibility,
(your level two menu)
r n Request Group,
nt e Security Rules
30 Personal Profile
e I Profile User Values View/Update Personal
c l Profile Options
40 Requests
r a Requests Menu – Run and View Requests,
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 4: Solution
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Practice Solution
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Create Your Menu:
U s
1. Log on as the user you created in Practice 1 and select your System Administrator
responsibility.
a l
2. Navigate to (N) Application > Menu.
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3. Enter the data for your level 3 menu into the appropriate fields on the form:
Level Three Menu
nt e
Menu Name:
I
XXX_FLEX_SECURITY
e
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User Menu Name: XXX_FLEX_SECURITY
Description: Define and Assign Flexfield Security Rules
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Seq Prompt
10 Define O Submenu Function
Flexfield Security Rules
Description
Define Flex Security
Rule
20 Assign Assign Flexfield Security Assign Flex Security
Rule Rule
Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (Continued)
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U s
4. Clear the form: (M) Edit > Clear > Form, or with your cursor in the Menu field, click New.
5. Enter the data for your Level 2 menu into the appropriate fields on the form:
Level Two Menu
a l
Menu Name: XXX_RESPONSIBILITY
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User Menu Name: XXX_RESPONSIBILITY
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Description: Define Responsibilities, Request Groups, and Security Rules
Seq Prompt Submenu
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10 Define
c l Responsibilities Define Responsibilities
20 Request
r a Request Groups Define Request Group
Group
30 Flexfield
O XXX_FLEX_SECURITY Define and Assign Flex
Security (your level three menu) Security Rules
6. Save your work. Your form should appear similar to the example shown in the slide.
Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (Continued)
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U s
7. Clear the form: (M) Edit > Clear > Form or with your cursor in the Menu field, click New.
8. Enter the data for your TOP or Level 1 menu in the appropriate fields on the form:
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Level One Menu
Menu Name: XXX_TOP_SYSTEM_AUDITOR
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nt
User Menu Name: XXX_TOP_SYSTEM_AUDITOR e
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Description: Custom System Auditor Menu
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Copyright © Oracle Corporation, 2001. All rights reserved.
9. Save your work. Your completed form should appear similar to the example shown in the
slide.
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U s
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (Continued)
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10. Click the View Tree… button to see your new menu in the Menu Viewer.
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Your menu tree should appear similar to the example shown in the slide.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (Continued)
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Assign Your Custom Menu to a New Responsibility
11. Navigate to (N) Security > Responsibility > Define.
U s
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12. Enter the data below into the appropriate fields of the form:
a
Name: XXX System Auditor
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Application:
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Application Object Library
nt
Responsibility Key: XXX_SYSTEM_AUDITOR
Description: I
XXX System Auditor
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Effective Date:
Available From:
c l From: Today’s Date To: Leave Blank
Oracle Applications (default)
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Data Group Name: a Standard
Menu:
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Data Group Application: Application Object Library
XXX_TOP_SYSTEM_AUDITOR
Request Group: leave blank
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (Continued)
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Assign the Responsibility to a New User
14. Navigate to (N) Security > User > Define.
U s
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15. Enter the Data below into the appropriate fields of the form:
a
User Name: XXX_SYS_AUDITOR
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Description:
Password: WELCOME
nt e
XXX System Auditor
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Responsibility:
c l XXX System Auditor
16. Save your work. Your completed form should appear similar to the example shown on the
slide.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (Continued)
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Test Your New User, Responsibility, and Menu
U s
17. Exit Oracle Applications: (M) File > Exit Oracle Applications, and return to your Personal
Homepage.
a l
18. Click on the Exit icon to open the login screen.
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19. Sign on again using your new login. You will be required to change your password. Note
nt e
your user name and password for future access.
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20. From the Personal Homepage click on your XXX System Auditor responsibility.
21. Verify that your Navigator menu contains the correct items. Your screen should appear
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similar to the example shown in the slide.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Instructions
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Create Your Query-Only Form:
In the Form Functions form enter the following on the Description tab:
U s
Function: XXX_FNDPOMPV
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User Function Name: View System Profile Values
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Type:
Description:
Form
nt e
View System Profile Values
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Click the Form tab and enter the following:
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Function:
Form:
c l
XXX_FNDPOMPV
Update System Profile Values
Application:
r a
Application Object Library
Parameters:
O QUERY_ONLY=YES
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 5: Solution
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Practice Solution
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Create Your Query-Only Form:
U s
1. Log in as your user you created in Practice 1 and choose your System Administrator
responsibility.
a l
3. Enter the following information:
r n
2. Navigate to the Form Functions form (N) Application > Function.
nt e
In the Form Functions form enter the following on the Description tab:
Function:
I
XXX_FNDPOMPV
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Type:
c l
User Function Name: View System Profile Values
Form
Description:
r a View System Profile Values
Function: O
Click the Form tab and enter the following:
XXX_FNDPOMPV
Form: Update System Profile Values
Application: Application Object Library
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (continued)
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Attach Your Function To Your TOP LEVEL Menu
1. Navigate to the Menus form (N) Application > Menu.
U s
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2. Query up your XXX_TOP_SYSTEM_AUDITOR menu in the Menu form.
a
3. Enter the following for your new function
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Sequence:
Prompt:
35
nt
View System Profiles e
Function: I
View System Profile Values
e
slide.
c l
4. Save your work. Your completed form should appear similar to the example shown in the
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (continued)
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Test Your Query-Only Form
1. Exit Oracle Applications and the Personal Homepage.
U s
2. Log in as your XXX_SYS_AUDITOR.
a l
n
3. Your menu should be similar to the example shown in the slide.
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4. Test your query-only form.
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For example, open View System Profiles and in the Find System Profile Values window
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enter “FND%” in the Profile field and click Find. This will display all the Site-level
profile options that begin with “FND.” Note that you cannot update any fields.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Summary
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Lesson Summary
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U s
One of the most important functions of the system administrator is controlling applications
security. The system administrator specifies which users have access to which functions. User
a l
signons provide the user access to an application. Responsibilities control that user’s access to
various functions of the application. Online access is controlled through the use of menus and
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menu exclusions. Report and concurrent program access is controlled through the use of
request groups.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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U s
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Objectives
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Lesson Aim
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U s
An important area of security involves controlling access to reports and other concurrent
programs. This level of security is provided by request group definitions. This lesson shows
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how the system administrator creates and uses these request groups.
Similar to request groups are request sets – collections of programs along with their parameters
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and options. Request sets can be created by users, but they are still managed by the system
administrator.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Objectives
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Copyright © Oracle Corporation, 2001. All rights reserved.
Request Table
Run program ...
Run program ...
User submits Run program ... Concurrent
request to run Run program abc manager
program abc Run program ...
Concurrent
manager
starts
program abc
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Concurrent Requests, Programs, and Managers
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with online operations.
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Concurrent processing allows long-running, data-intensive programs to run simultaneously
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• Requests to run Oracle Applications programs—for example, to run an Oracle General
nt e
Ledger report—are concurrent requests. Each concurrent request inserts a row into a
database table maintained by the Oracle Application Object Library.
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• Concurrent managers read requests from the requests table and start concurrent programs.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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U s
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Definitions
• Concurrent Request
• Concurrent Manager
• Request Set
• Stage
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Concurrent Processing Definitions
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Concurrent Request
U s
A concurrent request is a request that you submit to run a concurrent program as a concurrent
a l
process. You issue a concurrent request when you submit a report or program to run using
Standard Request Submission (SRS) or when you click an action button in a product-specific
submission window.
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Concurrent Manager
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A concurrent manager is a component of concurrent processing that monitors and runs
requests without tying up your computer.
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Request Set
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A request set is a collection of reports or programs that you group together. You submit the
reports or programs in a request set all at once, using one transaction.
Stage
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A stage is a component of a request set used to group requests within the set. All requests in a
stage are run in parallel, while the stages themselves are run sequentially in the request set.
Definitions
• Parameter
• Concurrent Processing Options
• Online Request Review
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Concurrent Processing Definitions (continued)
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Parameter
U s
In SRS, a parameter is a report variable whose value you can change each time you run a
a l
report. For example, you might run an account balance report and change the account number
whenever you run the report. The account number is the parameter for the report.
Concurrent Processing Options
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You can control and change certain run options for each of your concurrent requests. Not only
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can you control and change the number of copies to print, which print style to use, and which
printer to use, but you can also choose to hold a request from being run, choose a specific date
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file format.
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or time to start a request, or choose to save the results of your concurrent request in a standard
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Online Request Review
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You can review the output and log files from your concurrent requests online. You can see the
results of a concurrent request without the delay of printing out the entire report or log file.
Select Request
Enter Information
Submit Request
Record Request ID
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Using Standard Request Submission (SRS)
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request sets.
U s
Using Standard Request Submission gives you control over how you can run your requests and
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• There are three elements involved in submitting a request: selecting the request or request
set to be submitted, defining a submission schedule, and providing completion options.
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• Defining a schedule can be as simple as submitting As Soon as Possible, or it can involve
nt e
using a more complex schedule that you define when you first submit your request. This
schedule can then be used for other requests in the future.
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• Completion options enable you to deliver notification to others using Oracle Workflow, as
e
for each request.
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well as specifying which printers and how many copies of the output you want to produce
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• You can submit as many requests as you like from the Submit Request window. You can
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even submit a request more than once if you want to run the same request with different
parameter values.
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Submit a New Request
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(N) Requests > Run
U s
The responsibility that you are using determines the request group and the requests that will
appear in the list of available requests.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Submitting Requests
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(N) Concurrent > Requests > Submit a New Request > (B) Schedule...
The Schedule Window
U s
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The scheduling window provides you with several scheduling options. You can choose to reuse
a
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a schedule that you previously defined and saved, or define a new schedule. You can define
your schedule to run a request as soon as possible, at a specific time, or repeatedly at specific
nt e
intervals, or on specific days of the week or month.
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When saving your schedule you must provide a unique name. You can also provide additional
information in the Description field.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Define Submission Schedule (continued)
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(N) Concurrent > Requests > Submit a New Request > (B) Schedule...
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Submitting Requests
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(N) Concurrent > Requests > Submit a New Request > (B) OK > (B) Options...
U s
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Copyright © Oracle Corporation, 2001. All rights reserved.
Request ID
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Copyright © Oracle Corporation, 2001. All rights reserved.
Reprinting a Report
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The Find Requests Window appears when you navigate to (N) Requests > View.
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Note: The Profile Option Concurrent:Save Output must be set to Yes.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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U s
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Display the Find Requests window by navigating to (N) Requests > View.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Using the Requests Window (continued)
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In order to use the View Output button, your program must have paper output. If the report file
format you selected for your request has multiple MIME types associated with it, clicking the
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For more information on associating file formats with MIME types see:
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(Help) Applied Technology > Oracle Applications System Administration >
How to View Request Status and Output > Defining the Reports Viewer.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Use the Viewer Options Window to Define MIME Types
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(N) Install > Viewer Options
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You can use one MIME type to view reports of a certain format. For example, you can view all
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• Viewer: Application for Text
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• Viewer: Application for XML
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This MIME type is sent to a browser window when the user views a report of that file format.
Canceling a Request
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Canceling a Request That Has Not Yet Completed
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(N) Requests > View (B) Find
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If you cancel a request set, then Oracle Applications automatically cancels all requests in the
set.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Holding a Request
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Holding a Request That Has Not Started Running
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(N) Requests > View (B) Find
Only requests that have not started running can be put on hold.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Changing Request Option
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(N) Requests > View (B) Find
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Note: You can change the following only if the request or request set is Pending or
Scheduled:
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- Start Date and Time
- Printer and number of copies r n
- Save output
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- Resubmission options
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Copyright © Oracle Corporation, 2001. All rights reserved.
Inactive
Pending
Running
Completed
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Four Phases of a Concurrent Request
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The system administrator must periodically review the status of Oracle Applications programs
to determine what a particular program’s status is in the lifecycle of a request.
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A concurrent request has a lifecycle of either three or possibly four phases:
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• Pending: The request is waiting to be run.
• Running: The request is running. r n
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• Completed: The request has finished execution.
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• Inactive: The request cannot yet be run.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Pending Phase
Logical
database
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Pending Phase
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A program in the Pending phase can be in one of four statuses:
• Normal: The program is waiting for an available manager.
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• Waiting: A child program is waiting for a parent to mark it ready to run.
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• Standby: A program is waiting for another incompatible program in the same logical
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• Scheduled: A program’s scheduled start time has not yet elapsed.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Running Phase
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Running Phase
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A program in the Running phase can be in one of four statuses:
• Normal: Program is in progress.
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• Paused: A parent program is waiting for one or more child programs to complete.
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programs. r n
• Resuming: A parent program is continuing after the completion of one or more child
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• Terminating: The program is being terminated.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Completed Phase
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Completed Phase
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A program in the Completed phase can be in one of five statuses:
• Normal: Program completed successfully.
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• Warning: Program completed successfully but with warning messages.
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• Error: Program failed to complete successfully.
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• Terminated: A running program was terminated.
• Canceled: A pending or inactive program was canceled before it started.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Inactive Phase
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Inactive Phase
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A program in the Inactive phase can be in one of three statuses:
• Disabled: The requested program has not been enabled for execution.
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• On Hold: The requested program has been placed on hold.
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• No Manager: There is no manager defined to run this type of request.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Monitoring Privileges of the System Administrator
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The system administrator’s privileges extend beyond those of the end user. The system
administrator can perform all the operations shown on the slide. However, the system
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administrator cannot view the actual output of another user’s report.
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Copyright © Oracle Corporation, 2001. All rights reserved.
User
Manager
Users can view only their
Log
own requests.
Responsibility
Internal
Users can view any request Manager
for their responsibility. Log
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Log File Access
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access privileges for end users.
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The user profile option Concurrent: Report Access Level determines the report and log file
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User: Access to reports and diagnostic log files is limited to the user who submitted the reports.
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user is currently using.
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Responsibility: Access to reports and diagnostic log files is based on the responsibility that the
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A user’s report and log file access privileges include:
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• Viewing the completed report output online
• Viewing the diagnostic log file online (also a system administrator privilege)
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• Reprinting a completed report (if Concurrent: Save Output profile is Yes; also a system
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administrator privilege)
For pending requests, only the submitter of the request or the system administrator can view
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the details of the request.
Manager
Log
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Log File Descriptions
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Request Log When a user submits a request in Oracle Applications, a concurrent manager
processes the request and creates a diagnostic log file. Request Log files document the
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execution of a concurrent program running as the result of a concurrent request. The file
contains the program parameters, the start and completion times, and any error messages. Both
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the user and the system administrator can access this file.
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Manager Log Manager Log files document the performance of a concurrent manager that is
running a request. The Manager Log lists each request processed by this manager in
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descending order by start date and time. This file is accessible by both the user and the system
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administrator.
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Internal Manager Log File This file documents the performance of the Internal Concurrent
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Manager. It displays parameter values that are loaded when the Internal Concurrent Manager is
started (STARTMGR command) and records the time that each concurrent manager is started
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and when each process monitor session (or PMON) cycle is initiated. During each PMON
cycle, the Internal Concurrent Manager verifies the correct operation of each defined
concurrent manager. Only the System Administrator can access the Internal Concurrent
Manager Log file.
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Managing Log Files and Tables
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Purging Log Data Eventually the tables holding log information consume disk space with
data that may no longer be of use to you. To conserve disk space, you should periodically
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delete Oracle Applications log files and output files. Your company’s MIS department and
application users should agree on an archiving and file retention policy that is appropriate for
your organization.
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Use the Purge Concurrent Request and/or Manager Data program to purge Request Log files,
Concurrent Manager Log files, and report output files from your product directories maintained
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by the operating system, as well as records from Application Object Library tables that contain
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history information about concurrent requests and concurrent manager processes.
Scheduling Purge Submissions Run the Purge Concurrent Request and/or Manager Data
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program once and automatically resubmit the program to run at specific time intervals. Use the
Parameters window to specify various criteria with which you can control the timing and
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frequency of program execution.
Loss of Audit Data Be aware that purging concurrent request information loses audit details
used by the Sign-on Audit Concurrent Requests Report.
LOG OUT
FND_DUAL
FND_CONCURRENT WprocessID.mgr
Manager
_PROCESSES WprocessID.mgr
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Results of Purge Requests
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The slide shows the database tables and the operating system files affected by a purge request.
On the Parameters form of the Purge Concurrent request and/or Manager Data program, you
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can specify that either request data (Entity=Request) or manager data (Entity=Manager) be
purged. The slide shows the effects of the different requests.
Database Table Descriptions
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• FND_CONC_REQUEST_ARGUMENTS: This table records arguments passed by the
concurrent manager to each program it starts running.
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• FND_RUN_REQUESTS: For submitted report sets, this table stores information about the
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reports in the report set and the parameter values for each report.
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• FND_CONCURRENT_REQUESTS: This table contains a complete history of all
concurrent requests.
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• FND_DUAL: This table records when requests do not update database tables.
• FND_CONCURRENT_PROCESSES: This table records information about Oracle
Applications and operating system processes.
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Instructions
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processing was completed.
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Submit the requests listed above and perform the following checks to ensure that
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1. View the Active Responsibilities report and verify that it has completed.
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2. View the Report Diagnostics of a report that completed successfully.
3. Review the Request Log of a report that completed successfully.
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4. View the Output of a report that completed successfully.
Additional tasks:
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1. Cancel one of your pending requests.
2. Put a request on hold and take it off hold.
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3. Reprint one of the completed reports with 0 copies defined.
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4. Cancel the request that was submitted to run once every minute.
Practice 1: Solution
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Practice Solution
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Submit the Active Responsibilities report to run now and not again.
1. Navigate to (N) Requests > Run.
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2. Click OK to accept the default “Single Request.”
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3. Select Active Responsibilities from the list of values for the Name field.
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4. Click Submit.
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5. Note the Request ID displayed in the Decision window and click Yes to submit another
request.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (continued)
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Submit the Active Users report to run at a one-minute interval.
1. Select Active Users from the list of values for the Name field.
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2. Click the Schedule… button.
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3. Select Periodically from the Run this Job… option group.
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4. In the Re-run every fields, enter 1 and select Minute(s) from the list of values.
5. Select From the Completion of the prior run from the Apply the Interval… option
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group. Your Schedule screen should appear similar to the example shown in the slide.
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6. Click OK.
7. Click Submit.
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8. Note the Request ID displayed in the Decision window and click Yes to submit another
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request.
Submit the Reports and Sets by Responsibility report to run one week from today.
1. Select Reports and Sets by Responsibility from the list of values for the Name field.
2. You will be prompted for parameters. Select Application Object Library from the
Application list of values.
Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (Continued)
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U
1. Select Work Shifts Report from the list of values for the Name field.s
Submit the Work Shifts Report to run once a day at 2:00 PM for one week only.
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5. In the End At field change the date to one week from today and the time to 2:00 PM
(14:00:00) by using the popup calendar or by typing it in.
6. Click OK.
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7. Click Submit.
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8. Note the Request ID displayed in the Decision window and click No.
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Practice Solution (Continued)
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View Your Requests
• Navigate to (N) Requests > View.
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• Click Find to view all your requests.
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• Use the appropriate buttons on this form to perform each of the tasks listed:
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Verify that the Active Responsibilities request has completed.
• Find the Active Responsibilities report. The Phase should be Completed and the Status
should be Normal.
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View the Diagnostics of a report that completed successfully.
• Select a report with Phase Completed and Status Normal (for example, the Active
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Responsibilities report).
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• Click the Diagnostics button. The Request Diagnostics window will appear.
• Review the entries and click OK to close the window.
Review the Request Log of a report that completed successfully.
• Select a report with Phase Completed and Status Normal (for example, the Active Users
report).
Copyright © Oracle Corporation, 2001. All rights reserved.
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Grouping Concurrent Programs and Requests
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Grouping concurrent programs and other requests together allows you to control access and
streamline processing. In Oracle Applications, you group programs and requests into request
groups and request sets.
Request Groups
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A request group is a collection of reports and other concurrent programs. You use request
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groups to implement security at the responsibility level. Request groups are normally
associated with a responsibility, in which case they are referred to as request security groups.
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Any user of a responsibility has access to the reports in that responsibility’s request security
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group.
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Additionally, you can define a request group to have an access code. Users must supply this
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code to access the reports in the coded request group.
Request Sets
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A request set is a collection of concurrent programs set up to run in a specified sequence from
a single transaction. Request sets can also have run and/or print options, which apply to every
member of the set. Programs in a request set can share parameters; therefore a parameter value
needs to be entered only once for multiple programs. Any user can create a request set.
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Request Group Creation
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(N) Security > Responsibility > Request
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An application name is required when defining the request set. This application name and the
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request group name uniquely identify this request set. The application name does not prevent
you from assigning reports and report sets from other applications to this group.
For more information see:
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(Help) Applied Technology > Oracle Applications System Administration >
Request Groups Window.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Instructions
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Replace “XXX” with your initials.
1. Create a Request Group using data below:
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Group Name: XXX Assistant SysAdmin Group
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Application: Application Object Library
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Code:
Description:
leave blank
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XXX Assistant SysAdmin Group
Requests
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Type
Application
c l Name
Application Object Library
Application
Application Object Library
Program
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Employee Listing Oracle Payables
Set
O Period End Oracle Payables
2. Assign the new Request Group to your Assistant System Administrator Responsibility.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 2: Solution
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Practice Solution
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Define a Request Group
1. (N) Navigate to Security > Responsibility > Request.
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2. Enter the data from the instructions in the appropriate fields in the window.
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Group Name: XXX Assistant SysAdmin Group
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Application:
Code:
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leave blank e
Application Object Library
Description: I
XXX Assistant SysAdmin Group
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Requests
Type
c l Name Application
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Application a Application Object Library Application Object Library
Program
Set
O Employee Listing
Period End
Oracle Payables
Oracle Payables
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Copyright © Oracle Corporation, 2001. All rights reserved.
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The code must not contain any spaces. The combination of the application and the code
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identify the request group.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Specialized function
passes code and
submits report
using request group
with corresponding
code.
Normal report
submission uses
request security group.
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Submitting Requests: Form Versus Responsibility
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or a coded request group.
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The request processing is different depending on whether you are using a normal request group
Responsibility-Based Access
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This is the typical way a user submits a report. The menu prompt Run does not pass any
arguments to the Submit Requests form when the prompt is chosen.
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The list of values includes all the programs in the responsibility’s request security group.
Form-Based Access
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This type of access uses a coded request group. In this method, when a modified menu prompt
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is chosen, it calls a form function to pass an argument (the code) to the Submit Requests form.
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The only programs displayed in the Submit Requests list of values are those defined to the
coded request group.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Customization Example
Function name:
MRP_FNDRSRUN_LOAD_COPY_MPS
Menu prompt:
Load/Copy/Merge
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Customization Example
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The slide shows the values that are used in the following example.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Creating the Form Function
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(N) Application > Function
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Type is a nonvalidated field used to enter a description of the function’s use.
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Copyright © Oracle Corporation, 2001. All rights reserved.
REQUEST_GROUP_CODE
REQUEST_GROUP_APPL_SHORT_NAME
CONCURRENT_PROGRAM_NAME
PROGRAM_APPL_SHORT_NAME
REQUEST_SET_NAME
SET_APPL_SHORT_NAME
SUBMIT_ONCE
LOOKUP
TITLE
USER_ORG, ORG_ID, ORG_NAME, ORG_CODE,
CHART_OF_ACCOUNTS
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Passable Request Parameters
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U s
The slide shows the parameters you can pass in your new function. Several of the parameters
are paired; these parameters must be used together. Remember that when the request group was
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created, it was associated with an application. You must pass both the code and the short name
of the application for the system to identify the correct request group.
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For a complete explanation of these parameters, see: n
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(Help) Applied Technology > Oracle Applications System Administration >
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Overview of Concurrent Programs and Requests >
Organizing Programs into Request Groups >
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Customizing the Submit Requests Window,
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Customizing the Submit Requests Window using Codes.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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(N) Application > Menu
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Instructions
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Substitute your initials for “XXX.”
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Define the Request Group
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Group Name: XXX Journal Entries
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Application:
Code: XXXJE
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Application Object Library
Description: I
XXX Journal Entries
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Request Type: Program
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Request Name: Journal Entries Report
Application:
r a Oracle Receivables
Function:
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Define the New Function
XXX_FNDRSRUN_JOURNAL_ENTRIES
User Function Name: XXX Journal Entries
Type: Form
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 3: Solution
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Practice Solution
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1. Navigate to (N) Security > Responsibility > Request.
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2. Enter the data from the instructions in the appropriate fields in the window.
Define the Request Group
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Group Name: XXX Journal Entries
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Application:
Code: XXXJE
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Application Object Library
Description: I
XXX Journal Entries
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Request Type: Program
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Request Name: Journal Entries Report
Application:
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3. Save your work. Your completed form should appear similar to the example shown in
the slide.
4. Close the Request Groups form (M) File > Close Form.
Practice 3: Solution
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Practice Solution (Continued)
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5. Navigate to (N) Application > Function.
6. Define the function using the data listed below:
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Define the New Function
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Description Tab:
Function:
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XXX_FNDRSRUN_JOURNAL_ENTRIES
User Function Name:
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 3: Solution
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Practice Solution (Continued)
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Add the New Function to the Menu.
9. Navigate to (N) Application > Menu.
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8. Query up your first-level custom menu: XXX_TOP_SYSTEM_AUDITOR
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9. Add your function as sequence number 50.
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10. Enter “Journal Entries Report” in the Prompt field.
11. Select your new function from the LOV for the Function field (XXX Journal Entries).
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12. Enter XXX Journal Entries for your description.
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the slide.
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13. Save your work. Your completed form should appear similar to the example shown in
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14. Close the form.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice 3: Solution
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Practice Solution (Continued)
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Test Your Changes
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15. Exit Oracle Applications and the Personal Homepage. Sign on again as the System
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Auditor (XXX_SYS_AUDITOR) to see your new function on the menu. Your request
group Journal Entries Report will appear on the Navigator for this responsibility.
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16. Navigate to (N) Journal Entries Report. n
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17. Click OK to accept “Single Request.”
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18. When the submit request form appears, note the window title – it will be the value
entered for your parameter TITLE. The title of the form defaults to the request title
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because it is the only request on the list.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Define a Stage
Link Stages
Save Changes
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Defining Request Sets
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U s
By defining request sets, you can submit the same set of requests regularly with a single
transaction. Use the Request Set window to create and edit request sets. You can also use the
Request Set Wizard to create simple request sets.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Stage 1 Stage 3
Stage 2
Request 1 Request 4
Request 3
Request 2 Request 5
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Organizing Requests with Stages
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U s
Request sets are divided into one or more stages, which are linked to determine the sequence in
which the requests will run. Each stage consists of one or more requests that you want to run in
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parallel (at the same time in any order). For example, in the simplest request set structure, all
requests are assigned to one stage. This allows all requests to run in parallel.
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To run requests in sequence, assign requests to different stages and then link the stages in the
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order that you want the requests to run.
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The concurrent manager allows only one stage in a request to run at a time. When one stage is
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complete, the next stage is submitted. A stage is not considered complete until all of the
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requests in the stage are complete. One advantage of using stages is the ability to run several
requests in parallel and then move sequentially to the next stage. This enables you to create
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more versatile and efficient request sets.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Stage Status
Success Stage 2
Request 4
Stage 1
Request 1 Warning Stage 3
Request 2 Request 5
Request 3
Stage 4
Error Request 6
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Using Stage Status
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U s
Like request sets and concurrent requests, stages can complete with different statuses. Each
stage can complete with a status of Success, Warning, or Error. You can use these completion
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The request set in the slide always starts with Stage 1. If Stage 1 were to complete with the
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status of Warning, then the Warning link would be followed and Stage 3 would be submitted.
The status of a completed stage is set according to the highest error status returned by the
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individual requests comprising the stage. Therefore, in order for the stage to complete with a
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status of Success, all the requests that make up the stage must have completed with a status of
Success. If one request completes with a status of Error, the status for the stage will be Error,
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regardless of the statuses of the other requests.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Linking of Stages
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Linking of Stages
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There are no restrictions on linking stages within a request set. Any stage can be linked to any
other stage, including itself. Two or more links can point to the same stage. For example, one
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You determine the end of a request by not specifying a follow-up stage for each completion
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status. You can end a request set after any stage in the set. When any stage completes with a
status that does not link to another stage, the request set ends.
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You can use the linking of stages to control your request set. By using the Request Set Wizard
e
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button in the Request Set window you can create the request set as follows:
• Run in Parallel – creates one stage containing all of the requests you wish to run in parallel.
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• Run Sequentially – creates a separate stage containing the request or requests for each step
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in the sequence and link in the appropriate order.
• Run Sequentially but abort on Error – sets up your sequence the same as it did for Run
Sequentially, but when it links the stages, it does not enter a follow-up stage as a link in the
Error completion status field.
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Defining A Request Set
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(N) Requests > Set
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The Owner field defaults to your user name and can be changed only by your system
administrator.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Defining A Request Set (continued)
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will not be available in the Submit Requests window.
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If the current date is outside the Active Dates From and To range you define, the request set
they complete.
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Selecting the Print Together check box will send all your requests to the printer together when
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Selecting the Allow Incompatibility check box allows your system administrator to specify
nt e
programs that are incompatible with this request and may not run with it.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Stages
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(N) Requests > Set > (B) Define Stages
Defining Stages
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The value for the Display Sequence field is defaulted in sequence as you enter your stages.
a
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You may change the display order of the stages by modifying the field.
The default value for the Function field is Standard Evaluation that bases its completion status
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on the normal completion status of the requests it contains.
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If you select the Return Value check box for more than one stage, the completion status of the
request set will equal the completion status of the last of these stages to run.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Defining Stages (continued)
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(N) Requests > Set > (B) Define Stages > (B) Requests
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Request Parameters
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((N) Requests > Set > (B) Define Stages > (B) Requests > (B) Parameters
Request Parameters Window
U s
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Use the Request Parameters window to customize the parameter values of a specific request in
a
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a request set. The fields at the top of the Request Parameters window list general information
about the current request set for which you can customize the parameter values. The multirow
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portion of the window lists the parameters for that request.
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• The Sequence and Prompt fields are display only.
• Selecting the Display check box specifies that you can see a request parameter at
submission time.
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• Selecting the Modify check box to specifies that you can insert or change the value for a
request parameter at submission time.
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• Using the Shared Parameter field sets a default value for a parameter that occurs in more
than one report or program of a request set. Use the shared parameter label to set an initial
default value for all occurrences of the same parameter so that you can avoid typing the
same value all over again for every occurrence of the parameter.
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Linking Stages in a Request Set
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(N) Requests > Set > (B) Link Stages
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Success, Warning, and Error columns - To ensure that a particular stage follows the preceding
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stage regardless of the completion status, enter the desired stage in all three columns. To stop
the request set if a stage ends in Error, leave the Error column blank. Any time you do not
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specifically indicate which stage should follow for a completion status, the request set will exit
on that completion status.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Who Can Use a Request Set
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(N) Requests > Run > (Option) Request Set > (B) OK
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After you define a request set, it becomes your private request set. You can run it as long as
requests.
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you have access to a standard Submit Request window that does not limit access to specific
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Other users can run the request set only if your system administrator assigns the request set to
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their responsibility’s request group. It is possible to have a request set in your request group
that contains individual requests that are not in your request group, but you can only edit
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request sets that you own. You can add any requests in your request group to the request set.
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You can delete any request from the request set, regardless of whether that request is in your
request group. To update information about an individual request in the request set, however,
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the request set must be in your request group.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Own
Sets Change
Privilege: Create Edit Created
Contain Owners
Sets
Request
User: Yes Own Group’s Yes No
Reports
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Request Set Privileges
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Application User Editing Privileges
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You can control request set ownership to manage request set editing and run privileges.
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• Application users define a request set by selecting reports or other concurrent programs
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from their current responsibility’s request security group.
• Application users automatically own the sets that they create.
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• Application users can always edit the sets that they own. They cannot edit a request set that
they do not own.
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Request Sets and Request Security Groups
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• After changing responsibilities, application users can add reports from their current (new)
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responsibility’s request security group to a request set that they own.
• After changing responsibilities, application users can delete reports from a request set that
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they own, regardless of whether the report is in the new responsibility’s request security
group.
System Administrator
Request Set Privileges
Own Change
Sets
Privilege: Create Edit Created Set
Contain
Sets Owners
Any
System: Yes All No Yes
Reports
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System Administrator Request Set Privileges
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System administrators can edit and assign ownership of any request set.
System Administrator Editing Privileges
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• System administrators can define or edit a request set to include any standard submission
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report or concurrent program.
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• System administrators do not automatically own the request sets that they define. Request
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sets defined by a system administrator initially do not have an owner.
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• System administrators can assign or change ownership of any request set.
• If a request set is assigned to an owner but not to the owner’s request security group as
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well, the reports contained in the request set are available only to the owner.
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• System administrators can edit any request set, whether the set is owned or not.
• System administrators can assign any request set to any request security group, even if the
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request set contains individual reports that are not in the request security group. However,
this privilege provides the members of a responsibility access to reports and programs
outside their request security group.
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Instructions
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Substitute your initials for XXX.
Set Name: XXX Assistant System Administrator
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Set Code: will be assigned by Wizard
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Application: Application Object Library
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Description:
Owner:
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XXX Assistant System Administrator
will be assigned by the Wizard
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Use the Requests Set Wizard to complete the setup for your request set; accept all of the
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default values.
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Include the following programs in your request set:
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• Users of a Responsibility
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• Reports and Sets by Responsibility
• Report Group Responsibilities
Practice 4: Solution
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Practice Solutions
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1. Navigate to (N) Requests > Set.
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2. Click the Request Set Wizard button (DO NOT enter any other information – the
Wizard will prompt you).
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3. Accept the following default values:
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• Run your set Sequentially. Click Next (this will create three stages).
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• Abort your set when the status of the stage ends in Error. Click Next (this will link
the stages).
4. Enter the following:
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• Set:
c l XXX Assistant System Administrator
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• Application:
a Application Object Library
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• Description:
Click Next.
XXX Assistant System Administrator
5. Accept the default As Each Request in the Set Completes. Click Next.
6. Select the following programs to be included in your set:
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Copyright © Oracle Corporation, 2001. All rights reserved.
Summary
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Lesson Summary
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U s
In this lesson you learned how to use request groups to control access to reports and concurrent
programs. Additionally you learned how individual users can define request sets to streamline
multiple reports.
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processing by setting default values for parameters and sharing parameter values among
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Prerequisites
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Setup for Practice 2
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Responsibility, if necessary.
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Use the following data to create the Assistant System Administrator User and
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Enter the following in the Responsibilities form (N) Security > Responsibility > Define.
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Responsibility Name:
Application:
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XXX Assistant System Administrator
Application Object Library
Responsibility Key:
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XXX_Asst_SysAdmin
Description:
Menu: O
Data Group Application: Application Object Library
Navigator Menu - System Administrator GUI
Request Group: (leave blank)
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Seq Prompt Submenu
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10 Define
c l Responsibilities Define Responsibilities
20 Request
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Group
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30 Flexfield XXX_FLEX_SECURITY Define and Assign Flex
Security (your level three menu) Security Rules
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Data Group Application: Application Object Library
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Menu:
Request Group:
c l XXX_TOP_SYSTEM_AUDITOR
leave blank
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Assign the Responsibility to a New User
Navigate to (N) Security > User > Define and enter the Data below into the appropriate
fields of the form:
User Name: XXX_SYS_AUDITOR
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Objectives
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Lesson Aim
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The Oracle system administrator is the end user’s first point of contact for system questions.
The system administrator should be able to monitor the processing of requests and deal with
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any problems. He or she should also be able to balance workloads to provide the optimum
processing environment for users. This lesson teaches you how to monitor and control system
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processing and also how to plan and schedule your workload.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Concurrent Requests, Programs, and Processes
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U s
When a user runs a report, a request to run the report is generated. The command to run the
report is a concurrent request. The program that generates the report is a concurrent
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program. Concurrent programs are started by a concurrent manager.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Request Table
Run program ...
Run program ...
User submits Run program ... Concurrent
request to run Run program abc manager
program abc Run program ...
Concurrent
manager
starts
program abc
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Overview of Concurrent Processing
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U s
A concurrent manager is itself a concurrent program that starts other concurrent programs
running. When an application user submits a request to run a program, the request is entered
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Part of a manager’s definition is how many operating system processes it can devote to running
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requests. This number is referred to as the manager’s number of target processes.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Concurrent
Manager
Definition
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Defining a Concurrent Manager
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during certain times of the day.
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Concurrent managers can be defined to process only certain types of requests and to operate
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Segregating Requests You can define specialization rules to identify the kinds of requests
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that a manager will read. Specialize managers so that they only read requests to start certain
kinds of programs.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Defining a Concurrent Manager
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(N) Concurrent > Manager > Define
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The Parallel Concurrent Processing Details region of this window is discussed in a later lesson.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Defining Work Shifts
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(N) Concurrent > Manager > Workshifts
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A concurrent manager operates only during its specified work shift. Use military time notation
to define a work shift—that is, use 24 hours rather than 12.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Graveyard
work shift
six processes
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Balancing Process Workload
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U s
You can create multiple work shifts for a concurrent manager to regulate the number of
operating system processes that the manager starts up at different times of the day and different
days of the week.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Overlapping Work Shifts
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U s
When work shifts overlap, the work shift with the more specific time period takes effect for the
overlapping time period. For example, a work shift for January 1 overrides a work shift from
9:00 am to 5:00 PM every Monday through Friday.
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When work shifts with the same hierarchy level overlap, the work shift with the largest number
of target processes takes effect.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Concurrent Managers
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(N) Concurrent > Manager > Define
Immediate Programs and Spawned Programs
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Immediate concurrent programs are C or PRO*C subroutines linked with concurrent managers.
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Most concurrent programs are spawned as independent processes at run time instead of running
as subroutines. If you are defining a new concurrent program, you should run the program as a
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spawned program rather than as an immediate program.
Examples of these are:
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• FNDLIBR: Contains immediate concurrent programs used by Oracle Applications Object
Library.
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• INVLIBR: Contains immediate concurrent programs used by Oracle Inventory.
• MFCLIBR: Contains immediate concurrent programs used by Oracle Manufacturing.
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• PALIBR: Contains immediate concurrent programs used by Oracle Projects.
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Assigning Work Shifts to a Manager
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(N) Concurrent > Manager > Define > (B) Workshifts
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Specializing a Concurrent Manager
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(N) Concurrent > Manager > Specialization Rules
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Combined Rules
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(N) Concurrent > Manager > Rule
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Copyright © Oracle Corporation, 2001. All rights reserved.
Specialization Rules
Action
Action
Action Action Type
Type Application
Application Name
Name
Include
Include Combined
Combined RuleRule Application
Application Varies
Varies
Exclude Oracle
Exclude Oracle ID ID name
N/A Varies
Program
Program Name Varies
request
Request Type
type Name Varies
User
User N/A Varies
Example Rules:
Include Oracle ID Oracle Purchasing
Exclude Request Type Oracle Purchasing Month-End Rep
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Defining Specialization Rules
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manager’s behavior toward the request.
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Use actions and qualifications to define specialization rules. An action defines a concurrent
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The example rules would result in a manager’s reading requests for all programs assigned to
Oracle Purchasing except programs defined with the request type Month-End Rep.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Action Types
User
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Action Types
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request to which an action refers.
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Use action types to specify the actions of a manager. An action type specifies the type of
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• Programs that connect to a specific Oracle Applications account (Oracle ID). For
example, you could include for processing all programs that connect to the Oracle Payables
account AP1.
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• Specific programs by name. For example, you could include for processing the Oracle
General Ledger program Trial Balance-Budget. When using an action type of program, you
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specify the application and the program name.
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• Certain request types. For example, you could include for processing all programs that
had been defined as a request type of Month-End Reports.
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• Programs requested by certain users. For example, you could include for processing all
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programs requested by the user Sysadm.
• Combined rule. A combined rule combines more than one action to generate a single rule.
Relationship
Effects of to Similar
Rule Type Action Multiple Actions Actions
More requests
Specialization INCLUDE read OR
rule
Fewer requests
EXCLUDE AND
read
Fewer requests
Combined INCLUDE AND
read
rule
Fewer requests
EXCLUDE AND
read
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Combining Multiple Actions in Rules
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actions in a specialization rule.
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• Multiple include actions in a combined rule behave differently from other multiple include
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• A specialized include rule is associated with a specific concurrent manager. A combined
include rule is an independent rule possibly associated with multiple managers.
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• Multiple specialized include rules create OR clauses, allowing more requests to be read by
the manager.
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reading the request.
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• Multiple combined include rules create AND clauses, further restricting a manager from
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Defining Request Types
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(N) Concurrent > Program > Types
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Copyright © Oracle Corporation, 2001. All rights reserved.
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How to Define and Use Request Types
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There are three steps in defining and using request types:
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1. Identify a category of programs according to some criterion. Define a request type
for that category of programs.
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2. Identify a concurrent program according to the new request type.
3. Use the new request type in a manager’s specialization rule.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Conflicts Domains
Domain 1 Domain 2
Logical Logical
database database
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The Purpose of Conflicts Domains
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U s
Concurrent processing resolves and imposes conflicts and constraints within a domain and not
across. That is, two incompatible programs A and B will not run concurrently when they are
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To prevent two programs from concurrently accessing or updating the same data, you have to
know where in terms of data, they are incompatible. A Conflict Domain identifies the data that
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creates the incompatibility.
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In Oracle Applications data is stored in database tables that belong to a particular application.
Each table may also contain information used to determine what conditions need to be met to
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access the individual records. These conditions may consist of one or more of the following
data groupings:
• SOB - based on the profile option GL_SET_OF_BOOKS
• Multiple installations (referred to as MSOB)
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Processing Conflict Domains
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U s
All programs are assigned a conflict domain when they are submitted. If a domain is defined as
part of a parameter the concurrent manager will use it to resolve incompatibilities. If the
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domain is not defined by a parameter, the concurrent manager uses the value defined for the
profile option Concurrent: Conflicts Domain. Lastly, if the domain is not provided by a
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program parameter and the Concurrent: Conflicts Domain profile option has not been defined,
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the Standard domain is used. The Standard domain is the default for all requests.
Each request submitted uses parameters that identify the records that it will access. For
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programs that are defined with incompatibility rules the conflict domain parameter is used
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additionally. The conflict domain may be set automatically based on such variables as logon
ID, set of books, or the organization the user is working in. The conflict domain parameter may
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in some cases be selected in the parameters field of the Submit Requests form.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Activating and Deactivating Concurrent Managers
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(N) Concurrent > Manager > Administer
U s
You can control concurrent managers by activating or deactivating one or all of the managers.
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Activate All Managers Simultaneously When you activate the Internal Concurrent Manager,
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from the operating system.
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it starts up all the concurrent managers. You can activate the Internal Concurrent Manager
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Deactivate All Managers Simultaneously When you deactivate the Internal Concurrent
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Manager, it shuts down all the concurrent managers. You can deactivate the Internal
Concurrent Manager from either the Administer Concurrent Managers window or the operating
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system.
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Activating and Deactivating Individual Managers You can activate individual concurrent
managers by using the Administer Concurrent Managers window. The Internal Concurrent
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Manager must be active for an individual manager to be active. Deactivate individual
concurrent managers by using the Administer Concurrent Managers form.
Internal Manager Control Functions:
Verify Concurrent Manager Status Manually executes the process monitoring (PMON)
cycle.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Concurrent
manager
Internal
Concurrent
Manager
Concurrent Concurrent
manager manager
Internal
Concurrent
Monitor
manager
Process
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Internal Monitor Processes
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Processes.
U s
You can provide fault tolerance for the Internal Concurrent Manager by using Internal Monitor
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The Internal Concurrent Manager can run on any node and can activate and deactivate
concurrent managers on the same or other nodes. Because the Internal Concurrent Manager
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must be active at all times, it needs high fault tolerance. To provide this fault tolerance, parallel
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concurrent processing uses Internal Monitor Processes.
The sole job of an Internal Monitor Process is to monitor the Internal Concurrent Manager and
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to restart that manager if it fails. The first Internal Monitor Process to detect the failure of the
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Internal Concurrent Manager restarts the Internal Concurrent Manager on its own node.
Only one Internal Monitor Process can be active on a single node. You decide which nodes
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have an Internal Monitor Process when you configure your system. You can also assign each
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Internal Monitor Process a primary and secondary node to ensure its protection.
Internal Monitor Processes, like concurrent managers, can have assigned work shifts and are
activated and deactivated by the Internal Concurrent Manager.
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Creating Custom Transaction Managers
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(N) Concurrent > Manager > Define
U s
Because forms must be precoded to submit synchronous requests, you do not usually need to
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create custom transaction managers. If you create custom data groups, you should create
custom transaction managers that use your custom data group. This applies only if the
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responsibilities using your custom data group access the forms submitting synchronous
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requests. Consult your product documentation. In general, you should create custom
transaction managers whenever your custom data groups prevent your seeded transaction
managers from operating.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Internal
Concurrent
Manager
Concurrent Concurrent
manager manager
Internal
Concurrent
Monitor
manager
Process
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Viewing Log and Output Files
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U s
You can review log and output files from any node, regardless of which node the concurrent
process runs on. You do not need to log on to a node to view the log and output files from
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requests run on that node. The concurrent log and output files from requests that run on any
node are accessible online from any other node. This capability relies on setup steps taken at
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install time. For more information, refer to the installation documentation for your platform.
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• INVLIBR: Contains immediate concurrent programs used by Oracle Inventory.
• MFCLIBR: Contains immediate concurrent programs used by Oracle Manufacturing.
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• PALIBR: Contains immediate concurrent programs used by Oracle Projects.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Database
Node Node
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Managing Parallel Concurrent Processing
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or homogeneous networked environment.
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You can distribute concurrent processing across multiple nodes in a cluster, massively parallel,
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• Single Point of Control: Managers can be administered from any node.
Nodes
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• Each node consists of one or more processors (CPUs) and its associated memory.
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• Each node has its own memory that is not shared with other nodes.
• Each node operates independently of other nodes except when sharing resources.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Console
Oracle
Management
Repository
Server
Node
Agent
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Oracle Enterprise Manager
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U s
Oracle Applications has integrated its concurrent manager administrative interface with Oracle
Enterprise Manager, thus enabling administrators to better manage their systems. Oracle
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Oracle Enterprise Manager combines a central console, agents, common services, and tools to
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provide an integrated, comprehensive system management platform for managing Oracle
products.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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The Oracle Applications Manager
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U s
The Oracle Applications Manager is integrated with the Oracle Enterprise Manager. The
Oracle Applications Manager provides an Applications DBA-oriented subset of the current
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Note that this new functionality is in addition to the multi-window Oracle Applications forms,
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and administrators can choose which tools they wish to use. Requests submitted within the
standard Oracle Applications windows can be viewed from the Oracle Applications Manager
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console. Likewise, concurrent managers defined in the console can be accessed from within the
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Oracle Applications windows.
For more information see:
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Oracle Enterprise Manager Concepts Guide
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Oracle Enterprise Manager Configuration Guide
Oracle Enterprise Manager Administrator’s Guide
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U s
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Management Pack Tools
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Oracle Applications Manager Console
U s
The Oracle Enterprise Manager console is extended to discover concurrent managers and to
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notify you should any of the servers go down. You can also define jobs for any of the Oracle
Applications subsystems, allowing central administration of a distributed Oracle Applications
system.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Advanced Events
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Management Pack Tools
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Advanced Events
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Oracle Applications Advanced Events is a library of events specific to Oracle Applications
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provided for lights-out event monitoring and problem detection. Additional lights-out problem
resolution is provided with fix-it jobs that are configured to run automatically when an event
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triggers. These fix-it jobs are either custom-built or chosen from a predefined set provided with
the Management Pack.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Oracle
Performance
Manager allows
administrators
to monitor
performance
statistics for
Oracle
Applications
Concurrent Managers and
host operating systems. Administrators can
display this data in different chart formats.
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Management Pack Tools
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Oracle Performance Manager
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A new Oracle Applications data gatherer cartridge feeds data to Oracle Performance Manager,
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Copyright © Oracle Corporation, 2001. All rights reserved.
Oracle Capacity
Planner allows
administrators
to collect and
analyze
historical
performance
statistics from
Oracle
Applications
Concurrent Managers and host operating systems
to estimate future capacity requirements.
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Management Pack Tools
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Oracle Capacity Planner
U s
Concurrent manager performance data is gathered over time and fed to Oracle Capacity
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Planner for analysis of resource consumption and detection of performance anomalies.
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Copyright © Oracle Corporation, 2001. All rights reserved.
The Concurrent
Processing
Tuning Assistant
reports historical
information
about Oracle
Concurrent
Managers,
Concurrent
Programs, and Concurrent Processing Requests.
You can use these reports to achieve better
throughput and performance.
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Management Pack Tools
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Concurrent Processing Tuning Assistant
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Concurrent Processing Tuning Assistant allows you to examine historical processing
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information about Oracle concurrent processing requests and concurrent managers.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Instructions
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Use your own initials when you see XXX below.
Create Your Workshift
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Name: XXX DAYSHIFT
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From: 08:00
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To: 17:00
From: Monday
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To: Friday
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Description: Dayshift 8:00 – 5:00
Define the Concurrent Manager
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Use the information below to define your concurrent manager:
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Manager:
Enabled:
XXX Specialized Manager
(Checked)
Short Name: XXXSPECIAL
Application: Application Object Library
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Submit a Request for your Manager to Run
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1. Go to the Submit Request window and submit the Active Users or Active
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Responsibilities report to run once every minute for the next five minutes.
2. Go to the Administer Concurrent Managers window. Your concurrent manager will
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show one request pending.
3. Click on the Requests button to view your request in the Concurrent Requests screen.
4. Return to the Administer Concurrent Managers window and click on the Processes
button to view the Processes window.
Practice Solutions
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Practice Solutions
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Define Your Work Shift
1. Navigate to (N) Concurrent > Manager > WorkShifts.
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2. From the menu, select File > New, or click the New icon on the toolbar.
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3. Enter the data from the instructions in the appropriate fields in the window.
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Name:
From:
XXX DAYSHIFT
08:00
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To: 17:00
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From:
To:
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Monday
Friday
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Description: Dayshift 8:00 – 5:00
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4. Save your work. Your completed form should appear similar to the example shown in
the slide.
Practice Solutions
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Practice Solutions (continued)
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Define the Concurrent Manager
1. Navigate to (N) Concurrent > Manager > Define.
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2. Enter the data from the instructions in the appropriate fields in the window.
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Manager: XXX Specialized Manager
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Enabled: (Checked)
Short Name: XXXSPECIAL
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Application: Application Object Library
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Type:
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Description: Concurrent Manager to run reports for XXX
Concurrent Manager
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Cache Size: 1 a
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Program Library: FNDLIBR
3. Save your work. Your completed form should appear similar to the example in the slide.
4. Click Work Shifts to display the WorkShifts window.
Practice Solutions
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Practice Solutions (continued)
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Define the Concurrent Manager (continued)
5. Use the following information to assign the work shift to your manager:
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Work Shift: XXX DAYSHIFT
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Processes: 3
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Sleep Seconds: 60
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6. Save your work. Your completed Work Shifts form should appear similar to the example
shown in the slide.
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7. Close the Work Shifts window to return to the Concurrent Managers window.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Solutions
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Practice Solutions (continued)
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Create Specialization Rules for the Concurrent Manager
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1. In the Concurrent Managers window, click the Specialization Rules button.s
2. In the Specialization Rules window enter the following:
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Include/Exclude: Include
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Type:
Name:
User
(Your User)
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3. Save your work. Your completed form should appear similar to the example shown in
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the slide.
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4. Close the Specialization Rules window to return to the Concurrent Managers window.
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5. Save your work.a
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Exclude Your User from the Standard Concurrent Manager
A concurrent program will run in whatever concurrent manager is available unless it has
been explicitly excluded from the manager. Exclude your user from the Standard
Manager by adding the following specialization rules to the Standard Manager:
Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Solutions
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Practice Solutions (continued)
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Activate Your Concurrent Manager
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1. Navigate to the Administer Concurrent Managers window: (N) Concurrent > Manager >
Administer.
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2. In the Administer Concurrent Managers window scroll through the list of managers until
you find the manager you defined. Select your manager and click the Activate button.
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3. The status will update to Activating. The window will appear similar to the example
shown on the slide.
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4. Go to the View Requests window (N) Requests > View to verify that your request to
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activate your manager completes successfully.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Solutions
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Practice Solutions (continued)
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Submit a Request for your Manager to Run
1. Navigate to (N) Requests > Run.
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2. Choose Single Request.
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3. In the Submit Request window choose the Active Users or Active Responsibilities report.
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4. Click the Schedule button.
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5. Choose Periodically. Leave the Start At time as the current time and enter five minutes
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from now for the End At time.
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6. In the Re-run every field select 1 and Minute(s). To run the report once a minute for
the next five minutes.
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7. Click OK and then click Submit.
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8. Go to the Administer Concurrent Managers window (N) Concurrent > Manager >
Administer. Your concurrent manager will show one request pending as shown in the
example above.
Note: You may have to close and reopen the Administer Concurrent Managers
window until you “catch” your process running.
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Practice Solutions (continued)
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Submit a Request for your Manager to Run (continued)
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9. Click on the Requests button to view your request in the Concurrent Requests screen.
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10. Close this window to return to the Administer Concurrent Managers window.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Solutions
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Practice Solutions (continued)
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Submit a Request for your Manager to Run (continued)
11. Click the Processes button to view the Processes window.
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In the Concurrent Processes screen note that you see all of the requests that have run in
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UNIX Process ID (in the System column) that was used. n
your specialized manager, the Oracle Process ID that was used to run the report, and the
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Copyright © Oracle Corporation, 2001. All rights reserved.
Summary
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Lesson Summary
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of Oracle Applications is a very important job of the system administrator.
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In addition to controlling access to Oracle Applications, monitoring the day-to-day processing
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The system administrator is the first point of contact when users have, or suspect they have, a
problem with either the results or the processing of a request. The system administrator has
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access to several application log files containing diagnostic information that can be of use in
correcting problems.
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The system administrator is also responsible for balancing workload to maintain optimum
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performance for users. He or she does this by creating concurrent managers to process user
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requests. Managers can be specialized to operate only during certain times and to process only
certain types of requests. System administrators also monitor and control the activity of
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managers in a parallel environment.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Objectives
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Lesson Aim
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As a system administrator, you control various options in Oracle Applications that determine
how your applications look and feel. These options can also control how each application
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operates. This lesson shows you how to specify these values.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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For further information on using the Personal Profile Values window see:
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(Help) Oracle Applications User’s Guide > Profile Options >
Setting Your Personal User Profile
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Copyright © Oracle Corporation, 2001. All rights reserved.
User level
Responsibility level
Application level
Site level
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Setting Profile Hierarchy Levels
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Setting a user profile affects application users across one of four different levels.
Site Level Site-level settings apply to all users at an installation site. To display the name of
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your installation site, select About Oracle Applications from the Help menu.
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Application Level Application-level settings apply to all users of the specified application.
For example, a profile could be set that applies to all Oracle General Ledger users. Profile
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options that can be set at the application-level override options set at the site level.
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Responsibility Level Responsibility-level settings apply to all users currently signed on
under the responsibility. For example, a profile could be set that applies to all users of the
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Oracle General Ledger GL budget supervisor responsibility. Profile options that can be set at
the responsibility level override options set at the site and application levels.
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User Level User-level settings apply to individual users, identified by their application
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usernames. For example, a user profile could be set that applies only to user JDoe. Profile
options set at the user level override all other options.
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Setting System Profile Options
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If you choose to set a value at the Application, Responsibility, or User level, you must also
specify the particular Application, Responsibility, or User. Any values defined at a lower level
than the level chosen will also be displayed.
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For a complete description of the fields in the System Profile Values window see:
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(Help) Applied Technology > Oracle Applications System Administration >
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Setting Profile Options > System Profile Values Window
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Default User Profile Values
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After profile values have been defined, they can be referenced elsewhere in Oracle
Applications. The figure shows the locations where profile values can be used to supply default
processing values.
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• Enter the setting of a profile option as a default value by selecting Profile as the default
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type, and then enter the internal name (not end-user name) of the profile option as the value
in the Default Value field.
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• Look up the internal name of the profile option in the User Profiles appendix of the Oracle
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Applications System Administrator’s Guide.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Option Values
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How to Use Profile Options Related to Auditing
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AuditTrail: Activate
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These two profile options are used to enable auditing within Oracle Applications.
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This option enables auditing of changes to database tables. AuditTrail tracks which rows in a
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form or forms.
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database table or tables were updated, at what time, and which user was logged in using the
Sign-On:Audit Level
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This option allows you to select a level at which to audit users signing on to Oracle
Applications. Choose from four audit levels which increase in functionality:
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• None – default value. No users will be audited.
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• User – tracks who signs on to your system, the times the users log on and off, and the
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• Responsibility – performs the User-level audit as well as tracking the responsibilities the
users choose and how much time spent as each responsibility.
• Form – performs the Responsibility-level audit and also tracks the forms the users choose
and how long each form is used.
Currency-Related Options
Option Value
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How to Use Currency-Related Options
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The options shown in the figure control the editing of monetary fields.
Currency: Negative Format
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This option enables the user to select the indicators for a negative amount.
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Currency: Thousands Separator
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of a thousand or more.
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This option enables the user to request that a comma be inserted appropriately within a number
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Copyright © Oracle Corporation, 2001. All rights reserved.
Flexfield-Related Options
Option Value
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How to Use Flexfield-Related Options
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AutoSkip
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The options shown on the figure control the behavior of flexfield processing.
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As soon as you enter a valid value into a flexfield segment, AutoSkip automatically positions
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your cursor in the next segment.
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This option controls the behavior of shorthand entry of flexfields if shorthand entry has been
defined.
Show Full Value
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If both shorthand entry and a complete alias have been defined for a flexfield, and this option is
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set to no, the complete flexfield window does not open when the alias is entered. If this option
is set to Yes, the window always opens.
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Validate on Server
Set this option to Yes to enable server-side validation of key flexfields. This improves
performance when using key flexfields over a wide-area network.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Option Value
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How to Control Output Processing at the System Level
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RRA: Enabled
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The options shown in the figure control output processing at the system level.
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Set this user profile to Yes to use the Report Review Agent to access files on concurrent
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When users use a custom editor to view a concurrent output or log file, the Report Review
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Agent makes a temporary copy of the file on the client. Setting this option to Yes automatically
deletes these files when the user exits Oracle Applications.
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RRA: Maximum Transfer Size
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Specify, in bytes, the maximum allowable size of files transferred by the Report Review Agent.
If you enter no value, there is no size limit.
RRA: URL O
Specify a URL that points to the CGI script on your WebServer to use the Report Review
Agent to access files on concurrent processing nodes.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Option Value
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How the User Can Control Request Output
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A user can set several options to control request output. You can specify different tools to
view different output types, as well as different font sizes. If a user asks to send request
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completion notifications to other people, a URL pointing to request results can be sent.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Option Value
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How to Use User-Related Profile Options
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Concurrent: Report Access Level
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This option determines the level of output and log files that are available to a user for online
viewing.
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Concurrent: Attach URL
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Setting this option to “Yes” causes a URL to be attached to request completion notifications.
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When a user submits a request, and specifies people to be notified in the defining completion
line.
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options region, a URL is appended to the notification that enables them to view the request on-
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Concurrent: Active Request Limit
You can limit the number of requests that can be run simultaneously by each user, or for every
user at a site.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Option Value
Sign-On:Notification Yes/No
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How to Use Security Signon Profile Options
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Sign-On:Notification
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Setting this option to “Yes” displays a message at login that indicates:s
• Concurrent request failures since your last session
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an incorrect password
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• How many times someone tried to log on to Oracle Applications with your username and
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• When the default printer identified in your user profile is unregistered or not specified
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Signon Password Hard to Guess
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This profile option sets rules for choosing passwords to ensure that they will be “hard to
guess.” A password is considered hard-to-guess if it follows these rules:
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• It contains at least one letter and at least one number
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• It does not contain the username
• It does not contain repeating characters
Signon Password Length
Signon Password Length sets the minimum length of an Applications signon password. If no
value is entered, the minimum length defaults to 5.
Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Instructions
In this practice you will
• Work with profile options at the personal and system
levels
• Modify personal profile option values
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Instructions
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In this practice you will deal with profile options at the personal level and higher. In most
cases, you will be only inquiring on existing values, although you can change the profile
option values at the personal level.
Using Profile Options at the Personal Level
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1. Navigate to (N) Profile > Personal.
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2. Query up the profile option Concurrent:Request Priority. Note its value here:
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__________________ Try to update the value.
(This option cannot be updated at the user level.)
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3. Query up the value for Java Color Scheme. Choose a color scheme from User Value list
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of values. Click Save.
4. Sign off and back on for your color scheme to take effect.
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5. Query up the profile option Viewer: Default Font Size. If there is no value specified, set
it to 10 and click Save.
6. Query up the profile option Printer. Use the List of Values to change or add a value.
Click Save.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Summary
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Lesson Summary
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An important function of the system administrator is to control the default behavior and
appearance of Oracle Applications. This is done by specifying profile values. In this lesson you
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Objectives
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Lesson Aim
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Oracle Applications uses concurrent programs to process and report on data stored in Oracle
Applications tables. These programs are secured, processed, and managed within the Oracle
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Applications environment, using the operations that you have seen in other lessons. However,
you can take your custom applications and programs and integrate them into the Oracle
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Applications environment as well. In that environment they can be secured and managed the
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same way as regular Oracle Applications programs.
This lesson covers how to integrate user-developed programs into Oracle Applications.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Oracle Applications
Accounts
Receivable Sales User program
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Integrating Custom Programs with Oracle Applications
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Although Oracle Applications provides you with a complete range of functionality, you may
need to develop and implement your own custom programs to perform specialized processing.
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You can integrate such custom applications into the Oracle Applications environment so that
they are processed like all your other Oracle Applications programs and reports.
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For example, a sales table used by Oracle Receivables can also be accessed by a user program
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for special reporting needs. Such a user reporting program can be added to the Oracle
Applications environment.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Custom application
Concurrent program
Input Parameters
Executable
code
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Components of a Concurrent Program
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U s
You need to define several components of a concurrent program when adding your custom
program to the Oracle Applications environment. A concurrent program consists of an
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executable module—for example, an Oracle Reports program or a PL/ SQL procedure—and
the input parameters required by the program or procedure. A concurrent program must be
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associated with either an existing Oracle application or a custom application. In most cases,
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you will associate any custom concurrent programs with a registered custom application. This
protects your concurrent programs during an upgrade.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Identifying the Executable
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(N) Concurrent > Program > Executable
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The Concurrent Program Executable window prompts for the following information:
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• Executable – enter a name for your concurrent program executable. In the Concurrent
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Programs window you assign this name to a concurrent program to associate your
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• Short Name – enter a short name for your concurrent program executable.
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• Application – the concurrent managers use the application to determine in which directory
structure to look for your execution file.
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• Execution Method – specifies the type of program, such as a PL/SQL procedure or an
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Oracle Reports program. The execution method cannot be changed once the concurrent
program executable has been assigned to one or more concurrent programs in the
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Concurrent Programs window.
• Execution File Name – enter the operating system name of your execution file.
• Subroutine Name – enter the name of your C or Pro*C program subroutine. Only
immediate programs or spawned programs using the Unified C API use this field.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Concurrent Programs Window Fields
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(N) Concurrent > Program > Define
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Program – enter a descriptive name for your concurrent program. This is the name you see
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when you view your requests in the Requests window. If this concurrent program runs through
Standard Request Submission, you see this name in the Submit Requests window.
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Short Name – enter a short name that Oracle Applications can use to associate your program
with a concurrent program executable.
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Application – the program’s application determines what ORACLE username your program
runs in and where to place the log and output files.
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Enabled – indicate whether users will be able to submit requests to run this program and the
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concurrent managers will be able to run your program. Disabled programs do not display in
users’ lists, and do not appear in any concurrent manager queues.
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Executable: Name – select the concurrent program executable that can run your program. The
executable is defined using the Concurrent Program Executable window.
Executable: Method – the execution method used by your concurrent program displays in this
field.
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Incompatibilities – choose this button to open the Incompatible Programs window.
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(Help) Applied Technology > Oracle Applications System Administration >
Concurrent Programs Window
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Concurrent Programs Parameters Window Fields
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(N) Concurrent > Program > Define > (B) Parameters
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Sequence – specify the sequence number for the parameter that you are defining.
Parameter – specify the parameter name.
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to your program.
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Enabled – disabled parameters are not displayed at request submission time and are not passed
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Validation Information: Value Set – specify an independent, table, or nonvalidated value set
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for use in checking values passed for this parameter.
Default Type – if you intend to specify a default for this parameter, declare the default type.
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Default Value – for certain types of default, you can specify a default value to use. This
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default value appears automatically when you enter the parameter fields in the Validation
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Required – choose this box if a value for this parameter is required by your program.
Enable Security – if the value set for this parameter does not allow security rules, this field is
display only. Otherwise, you can choose to apply any security rules defined for this value set
to affect your parameter list also.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Associate a Program with a Request Group
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(N) Security > Responsibility > Request
Request Group Window Fields
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For the definition of the fields in this window see
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(Help) Applied Technology > Oracle Applications System Administration >
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Request Group Window
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Copyright © Oracle Corporation, 2001. All rights reserved.
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(N) Requests > Run
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Instructions
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Instructions
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In this practice you will incorporate a program into Oracle Applications. You will not actually
create a new program but will use an existing Oracle Applications reporting program instead.
Substitute your initials for XXX.
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Identify the Executable
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Your first task is to identify the executable to Oracle Applications. Navigate to the Concurrent
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Program Executable window and use the data below to fill out the window.
Executable:
Short Name:
e I XXXCPCRQ
XXXCPCRQ
Application:
c l Application Object Library
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Description:
a XXX Custom Completed Concurrent Requests
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Execution Method:
Execution File Name:
Oracle Reports
FNDCPCRQ
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Solution
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Practice Solution
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Identify the Executable
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1. Navigate to the Concurrent Program Executable window (N) Concurrent > Program >
Executable.
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Executable: XXXCPCRQ
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2. Enter the following information in the appropriate fields:
Short Name:
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XXXCPCRQ
Application:
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Execution File Name: FNDCPCRQ
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3. Save your work. Your completed form should appear similar to the example shown in
the slide.
4. Close the form.
Practice Solution
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Practice Solution (Continued)
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Define the Concurrent Program
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1. Navigate to the Concurrent Programs window (N) Concurrent > Program > Define.
2. Query up the Completed Concurrent Requests program.
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3. Click the Copy to… button.
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Program:
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4. In the Copy to window enter the following:
XXX Completed Concurrent Requests
Short Name: I
XXXCPCRQ
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Application:
c l Application Object Library
Choose to Include Program Parameters when copying
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Choose to Include Program Incompatibilities when copying
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5. Click OK to close the Copy to window.
6. Navigate to the Executable region of the form and replace the executable listed with the
executable you created (XXXCPCRQ).
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Solution
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Practice Solution (Continued)
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Add the Program to a Request Group
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1. Navigate to the Request Groups window (N) Security > Responsibility > Request.
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2. Query up your request group XXX Assistant SysAdmin Group.
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3. Insert a new record and the Program XXX Completed Concurrent Requests.
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Close the form.
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4. Save your work. Your completed form should appear similar to the example in the slide.
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Test Your New Program
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1. Switch Responsibilities to or log in as your XXX Assistant System Administrator.
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2. Navigate to the Submit Request form (N) Requests > Run. Click OK to submit a single
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request.
3. Submit your new program and watch it run successfully.
Summary
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Prerequisites
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Practice Setup
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Assistant System Administrator Responsibility
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Use the following data to create the Assistant System Administrator User and
Responsibility, if necessary.
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Responsibility Name:
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Enter the following in the Responsibilities form (N) Security > Responsibility > Define.
XXX Assistant System Administrator
Application:
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Application Object Library
Responsibility Key:
e IXXX _Asst_SysAdmin
Description:
Effective Dates:
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(accept the default system date)
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Available From: a Oracle Applications
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Data Group:
Data Group Application:
Standard
Application Object Library
Menu: Navigator Menu - System Administrator GUI
Request Group: (leave blank)
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Objectives
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Lesson Aim
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As system administrator you may audit application users and the changes that they make to
application data. You will learn how both of these options are set and why you use them.
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Changes to Audit in Oracle Applications
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Sign-On Audit Feature
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Within Oracle Applications, you can audit user activity and database row changes.
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The Sign-On Audit feature enables you to monitor user activity. You can audit at the user,
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responsibility, or form level. When you enable Sign-On Audit, you specify the desired level of
auditing. Sign-On Audit provides two methods for viewing audit data:
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• The Monitor Users form provides online access to audit data.
AuditTrail Feature
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• Various Sign-On Audit reports are available.
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With the AuditTrail feature you can keep a history of changes to your important data: what
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changed, who changed it, and when it changed. With AuditTrail, you can easily determine how
any data row or element obtained its current value. The audit data is stored in database tables
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that can be queried by using any standard Oracle SQL tool.
Sign On Audit
profile option
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Sign-On Audit Feature
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You can audit and monitor user activity by enabling the Oracle Applications Sign-On Audit
feature. This enables you to track the activity of users signed on to Oracle Applications.
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Implement the Sign-On Audit feature by updating the Sign-On Audit Level system profile.
With Sign-On Audit you can choose whom to audit and what type of user information to track.
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You can selectively determine what audit information you need to match the needs of your
organization.
Sign-On Audit Reports
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Sign-On Audit reports give you historical, detailed information on what your users do in your
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Monitor Users Window c l
application. You control the data selected for the reports as well as how the data is presented.
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The Monitor Users window gives you online, real-time information about who is using Oracle
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Applications and for what purpose.
You can see which users are signed on, which responsibilities, forms (windows), and terminals
they are using, as well as other information.
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Sign-On Audit Levels
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The Sign-On Audit profile option enables you to select a level at which to audit users who sign
on to Oracle Applications. The four possible audit levels increase in functionality and detail of
auditing.
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None This value is the default and disables the Sign-On Audit feature.
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User Auditing at the user level tracks who signs on to your system, the times that users log on
and off, and the terminals they use.
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Responsibility Auditing at the responsibility level tracks all the information tracked at the
user level, including the responsibility that the user is using and how much time the user used
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the responsibility.
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Form Auditing at the form level tracks all the information tracked at the user and
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responsibility levels as well as which forms the user chooses and how long he or she uses those
forms.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Consultant
manager Sign On Audit: User
level
Consultant
responsibility Sign On Audit: Forms
level
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Specifying the Sign-On Audit Level
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You can specify a Sign-On Audit value at multiple profile levels. A value in effect at a higher
level overrides a value at a lower level. For example, assume a scenario where your business
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regularly has independent consultants on-site whose activity you need to document for billing
purposes. In such a situation, you could use the following auditing setup:
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• At the site level specify Sign-on Audit: User to implement the minimum auditing level for
all users of Oracle Applications.
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• Set up a custom responsibility to be used by your consultants. Set Sign-On Audit for this
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responsibility to the responsibility or even the forms level.
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to the user level.
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• At the user profile level for the manager overseeing the consultants, set Sign-on Audit back
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Reports
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On Audit. These reports are shown in the figure.
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The Sign-On Audit feature can generate several reports detailing information gathered by Sign-
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• Sign-On Audit Unsuccessful Logins Report
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Copyright © Oracle Corporation, 2001. All rights reserved.
Login Name
Terminal Name
Responsibility Name
Start Active Time, End Active Time
Form Name
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Using the Sign-On Audit Forms Report
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U s
Use the Sign-On Audit Forms Report to view who is navigating to what form and when. You
can use this report to check for bottlenecks in the system. The report contains the following
columns:
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• Username: The Oracle Applications username of the user who accessed the form
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• Login Name: The operating system login name of the user who accessed the form
nt e
• Terminal Name: The operating system ID of the terminal from which the user accessed the
form
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• Responsibility Name: The name of the responsibility from which the user accessed (The
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Audit level.) c l
responsibility is displayed only if you audited the user at the responsibility or form Sign-On
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• Start Active Time/End Active Time: The dates and times when the user accessed and
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exited the form (This information is displayed only if you audited at the form level.)
• Form Name: The name of the form that the user accessed (The form name is displayed only
if you audited the user at the form level.)
Login Name
Request ID
Concurrent Program Name
User Name
Responsibility Name
Form Name
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Using the Sign-On Concurrent Requests Report
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You can use this report to view information about concurrent requests.
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• Login Name: The operating system login name of the user who submitted the concurrent
request
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• Request ID: The concurrent request ID of the submitted concurrent request
• Concurrent Program Name: The name of the concurrent program that the user submitted
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• User Name: The Oracle Applications username of the user who submitted the concurrent
request
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• Responsibility Name: The name of the responsibility from which the user submitted the
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concurrent request (The responsibility is displayed only if you audited the user at the
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responsibility or form level.)
• Form Name: The name of the form from which the user submitted the concurrent request.
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(This information is displayed only if you audited the user at the form level.)
• Requested Start Time: The date and time when the request started running
Username
Login Name
Terminal Name
Responsibility Name
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Using the Sign-On Audit Responsibilities Report
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contains the following columns:
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You can use this report to view who is selecting what responsibility and when. The report
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• Username: The Oracle Applications username of the user who selected the form
a
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• Login Name: The operating system login name of the user who selected the responsibility
• Terminal Name: The operating system ID of the terminal from which the user selected the
responsibility
nt e
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• Responsibility Name: The name of the responsibility that the user used (The responsibility
is displayed only if you audited the user at the responsibility or form level.)
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• Start Active Time/End Active Time: The dates and times when the user selected or exited
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the responsibility. The start active time and end active time are displayed only if you
audited the user at the responsibility or form level.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Username
Login Name
Terminal
Attempt Time
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Using the Sign-On Audit Unsuccessful Logins Report
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U s
You can use this report to view who attempted unsuccessfully to sign on to Oracle
Applications as another user. An unsuccessful login occurs when a correct username is entered
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with an incorrect password. The report contains the following columns:
• Username: The Oracle Application username of the user who unsuccessfully signed on
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• Login Name: The operating system login name of the user who unsuccessfully tried to sign
on
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to sign on
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• Terminal: The operating system ID of the terminal from which the user unsuccessfully tried
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• Attempt Time: The date and time when the user unsuccessfully tried to sign on
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Copyright © Oracle Corporation, 2001. All rights reserved.
Session Number
User Name
Login Name
Terminal Name
Start Active Time / End Active Time
ORACLE Process
System Process
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Using the Sign On Audit Users Report
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following columns:
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You can use this report to view who signs on and for how long. The report contains the
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• User Name: The Oracle Applications username of the user who signed on
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• Login Name: The operating system login name of the user who signed on
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• Terminal Name: The operating system ID of the terminal from which the user signed on
• Start Active Time/End Active Time: The dates and times when the user accessed/ exited
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Oracle Applications (The start active time and end active time display only if you audited
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the user at the user Sign-on Audit level.)
• ORACLE Process: The Oracle Process ID used during the user’s sign-on
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• System Process: The operating system process ID used during the user’s sign-on
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Monitor Users Window
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(N) Security > User > Monitor
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Copyright © Oracle Corporation, 2001. All rights reserved.
INSERT
UPDATE
DELETE
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Auditing Important Data
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U s
AuditTrail enables you to keep a history of changes to your important data. You can track what
changed, who changed it, and when it was changed. Using AuditTrail, you can easily
a l
determine how any data row or column obtained its current value.
When you enter or update data through your forms, you change the underlying database tables.
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AuditTrail tracks which rows in the database were updated. Audit information for each of these
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changes is stored in audit tables that can then be queried and reported upon.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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How to Set Up the AuditTrail
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subsequent slides.
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The figure shows the steps involved in implementing AuditTrail. These steps are covered in the
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• Because there is overhead involved in recording audit information, it is important to
determine which columns of which tables should be audited; not all changes to all tables
need to be tracked.
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• After you have identified what to audit, you can begin setting up AuditTrail definitions.
You should select tables for auditing that are functionally related. Create an Audit Group
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that contains these related tables.
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• For each of the tables in the audit group, you must define which columns are to be audited.
The primary key columns for these tables are automatically included.
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• Enable auditing of a particular Oracle ID (schema) by defining audit installations. This
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enables you to audit across multiple application installations.
• After your definitions are complete, run the AuditTrail Update Tables Report program to
create your audit tables and enable auditing for your audit group.
• There are no predefined audit reports. You can use any SQL tool to retrieve information
from your audit tables.
RA_Customer_Trx AR_Adjustments_All
_Lines_All
AR_Cash_Receipts_All
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Determining Columns and Tables to Audit
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U s
You should select columns from tables that are functionally related. For example, if the
accounting department wants to audit changes to any customer transactions involving cash
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Adjustments table would be good candidates for auditing. l
receipts, columns from the Customer Transactions Lines table, the Cash Receipts table, and the
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Copyright © Oracle Corporation, 2001. All rights reserved.
RA_Customer_Trx AR_Adjustments_All
_Lines_All
AR_Cash_Receipts_All
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Audit Groups
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U s
Once you have your tables and columns identified, you should group those tables into an audit
group. In the figure, the three tables mentioned have been placed together in a Receivables
Internal Control audit group.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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What Audit Shadow Tables Identify
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U s
For each table being audited, an audit shadow table is created. This table contains audit
processing data such as the transaction type (for instance, INSERT) and time-stamp data, the
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primary key columns of the audited table, and whatever columns are being audited. In the
example above, the CUSTOMER_TRX_ID, APPROVED_BY, CREATED_BY, and
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ACCT._AMOUNT of the AR_ADJUSTMENTS_ALL table are being audited so the shadow
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table includes these columns as well as the other columns required by the audit process.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Shadow_Table_Name_A
Shadow_Table_Name_Avn Shadow_Table_Name_Acn
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Using Shadow Table Views
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U s
Two views are created for a shadow table. These views are called Shadow_Table_Name_Avn
and Shadow_Table_Name_Acn where n is a number. If the number of columns being audited is
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very large, multiple views are created and numbered sequentially. The presentation of the audit
table data is different depending on whether you are querying the AV view or the AC view.
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The AC view enables you to reconstruct the value for a row at a given time while the AV view
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provides simple access to when a value was changed.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Audit Tables Window
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(N) Security > AuditTrail > Tables
For further descriptions of the Audit Tables window see:
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(Help) Applied Technology > Oracle Applications System Administration >
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User and Data Auditing > Audit Tables Window
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Copyright © Oracle Corporation, 2001. All rights reserved.
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(N) Security > Audit Trail > Install
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Copyright © Oracle Corporation, 2001. All rights reserved.
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(N) Requests > Run
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Instructions
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Instructions
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Using Signon Audit Reports
Run the appropriate reports to determine the following:
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• What programs were run in the past week?
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• What Responsibilities were accessed in the past 2 days?
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Using the Monitor Users Window
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• What forms were used in the past day?
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• Query all records in the Monitor Users form.
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• Note any activity (you must requery the form to update information).
• Change the Sign-On:Audit Level profile option for your specific user to the value
“None.”
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• Sign on again and query are records in the Monitor Users form.
Practice Solution
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Practice Solution
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Using Signon Audit Reports
1. Navigate to (N) Requests > Run.
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2. Click OK to accept the default to submit a single request.
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3. Click the List of Values icon to get a list of all reports available for you to run.
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Concurrent Requests report.
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4. To determine what programs were run in the last week, select the Signon Audit
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5. Enter the following in the Parameters window:
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Sort By:
c l User Name
Request Start Time: one week ago (use the format 01JAN2002)
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6. Click Submit. a
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7. Answer “Yes” to submit another request.
8. To determine what responsibilities were accessed in the past 2 days, select the Signon
Audit Responsibilities report.
9. Enter the following in the Parameters window:
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Copyright © Oracle Corporation, 2001. All rights reserved.
Summary
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 1
Managing Printers
Managing Printers
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 2
Objectives
Objectives
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Lesson Aim
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U s
Installing a new printer is a typical responsibility of the system administrator. A less common
need is to customize the software that supports printers. This lesson shows you how to
accomplish both tasks.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 3
Formatting Information
Formatting Information
Document formatting
(height, width)
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Formatting Information
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document, and printer.
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For a printer to produce a report, it requires three basic types of formatting instructions: text,
Text Formatting
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• Oracle Reports generates reports for the various Oracle Applications.
• When Oracle Reports formats text as bold or underlined, and sets page breaks, formatting
codes are used.
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Document Formatting
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• A SQL*ReportWriter (SRW) driver defines text formatting codes used by Oracle Reports.
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• The dimensions for a report output file are predefined as the number of columns and rows
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(width and height).
• A print style defines the dimensions for a report output file.
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Printer Formatting
• A printer prints in a certain orientation, portrait or landscape.
• A printer can also start printing with a specific font and type size. These instructions are
contained in an initialization string.
Managing Printers
Chapter 8 - Page 4
• A printer driver defines initialization and reset strings.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 5
Oracle Print Definition Components
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Required Formatting Information for Components
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this figure.
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The formatting information required by your printer is specified by the components shown on
Printer Type
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DEC LN03 printer or an HP LaserJet III printer. n
Describes what kind of a printer you have. This is the manufacturer and model—for example, a
Printer Style
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• Describes how a report should be printed
• Determines the number of lines (rows) per page
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• Determines the width of each line (number of columns)
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• Controls whether to print a header page
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Printer Driver
• Contains the set of commands that tell a printer how to print in the print style chosen
• Initializes printing orientation
• Resets printer driver’s instructions for next print job
Managing Printers
Chapter 8 - Page 6
Printer Drivers Versus SRW
• A printer driver formats the destination printer.
• An SRW driver formats text and sets page breaks in an Oracle Reports file.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 7
Relationships of the Printer Components
Print
styles
Page size
orientation Printer
Printers
types
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How the Print Components Are Related
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U s
Oracle Applications uses the components shown on the previous figure to store the information
necessary to print a report. This figure shows how the components are related to provide a
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• A printer is registered as a printer type. n
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• A printer style is associated with a printer type.
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• A printer driver is assigned to a printer type.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 8
Defining Printers
Defining Printers
Using predefined Using custom
components components
Define new
driver
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How to Define Printers
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U s
The figure shows the sequence of operations to define printers. Generally, you simply register
a new printer by using existing definitions as shown in the path on the left. However, in some
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 9
Finding Existing Printer Types
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Printer Types Window
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(N) Install > Printer > Types
For a complete explanation of the fields in this form see:
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(Help) Applied Technology > Oracle Applications System Administration > Printers >
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Printer Types Window
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 10
Registering a New Printer
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Registering a New Printer
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(N) Install > Printer > Register
For a complete explanation of the fields in this form see:
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(Help) Applied Technology > Oracle Applications System Administration > Printers >
a
Printers Window
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 11
Defining a New Printer Type
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Defining a New Printer Type
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(N) Install > Printer > Types
For a complete explanation of the fields in this form see:
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(Help) Applied Technology > Oracle Applications System Administration > Printers >
a
Printer Types Window
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 12
Customization Materials for Oracle Applications Printing
Printer Manual
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Customization Considerations
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and custom print programs.
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You can customize Oracle Applications printer support components to use custom print styles
Materials Needed:
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• Manual for your specific printer to look up control codes required by a printer type
• Installing Oracle Applications for your platform to look up control codes required by an
operating system platform
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• Oracle Applications System Administrator’s Guide
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 13
Customizing Printer Components
Print style
Printer driver
SRW driver
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Ways to Customize Printer Components
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You can customize your Oracle Applications printing capabilities by:
• Customizing a print style using the Print Styles window
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• Customizing a printer driver using the Printer Drivers window
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• Creating or modifying an SRW (SQL*ReportWriter) driver using a text editor
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 14
Customizing Print Styles
Rows (height)
Columns (width)
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Customizing Print Report Rows and Columns
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(N) Install > Printer > Style
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You can define a custom print style to change the number of columns (width) and rows
(height) for a report.
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Style Requirements
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• A print style must satisfy the concurrent program’s definition of minimum and maximum
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number of columns (width) and rows (height).
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• A print style must be assigned to the target printer type.
For a complete explanation of the fields in the Print Styles window see:
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(Help) Applied Technology > Oracle Applications System Administration > Printers >
a
Printer Styles Window
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 15
Customizing Printer Drivers
Printer driver
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Customizing Printer Drivers
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(N) Install > Printer > Driver
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Printer drivers are responsible for communicating to the printer the information necessary to
a l
print the report in the style required by the printer style selected. Create custom printer drivers
to support print styles for new or existing printer types. Here are some other possible situations
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in which you could need to define a new printer driver.n
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• Customize a printer driver when a printer type requires different control characters.
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• Customize a printer driver when the control characters have a different meaning because of
your operating system and platform.
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• Customize a printer driver when language translation changes the meaning of the control
c
characters.
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• Customize a printer driver when the printer needs special control characters to select
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different character sets.
• Customize a printer driver to change the printer’s default font for a report (Initialization
string only).
Managing Printers
Chapter 8 - Page 16
Refer to the printer manufacturer’s documentation for the control codes and escape sequences
the printer understands. Refer to the printer’s manual—for example, a PCL or PostScript
manual—for additional information if necessary.
For a complete explanation of the fields in the Printer Drivers window see:
(Help) Applied Technology > Oracle Applications System Administration > Printers >
Printer Drivers Window
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 17
Invoking a Printer Driver
Concurrent Custom
manager Arguments
program*
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Invoking a Printer Driver
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There are three methods to invoke a printer driver.
Command
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• The concurrent manager issues an operating system print command and its arguments.
a
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Arguments field of the Printer Drivers form. n
• An operating system print command along with all its arguments is entered in the
Program
nt e
program.
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• The concurrent manager calls a custom print program and passes arguments to the
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• The name of a custom print program is entered in the Name field, and any arguments to be
Subroutine r a
passed to the program are entered in the Arguments field of the Printer Drivers form.
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• The concurrent manager calls a predefined Oracle Applications subroutine that passes a
print command and arguments to the printer via the operating system.
• A subroutine name appears in the Name field of the Printer Drivers form.
Managing Printers
Chapter 8 - Page 18
• The Arguments field is disregarded. The concurrent manager reads the Initialization and
Reset escape sequences.
• On UNIX systems this method, unlike the command method, does not start an operating
system shell along with the print command.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 19
Passing Print Arguments
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Types of Print Arguments Passed
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system print command it issues or a custom print program that it calls.s
You can rely on a concurrent manager to supply four values as arguments to the operating
Print Arguments
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• Destination or target printer
• Number of copies to print r n
• Name of the file to print
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• Title that appears on the header page
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Styles window.
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• The header page is printed when the Suppress Header Page field is set to No in the Print
Print Commands
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same. O
• Print commands vary; however, the tokens for which values are retrieved are always the
Managing Printers
Chapter 8 - Page 20
Using the Program Driver Method
Concurrent Custom
manager Arguments
program*
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Program Driver Method Considerations
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(N) Install > Printer > Driver
Location of Custom Print Programs
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To call a custom print program by using the Printer Drivers window, enter the program name,
a
r n
including the full path to the program, in the Program Name field. The path to the program
name is not necessary if the program location can be identified by the operating system’s
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PATH environment variable—that is, it is in the $PATH variable name.
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For platforms where the equivalent of a $PATH variable does not exist, use the full path name.
A path can be up to 255 characters.
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Custom print programs are not registered as concurrent programs with Oracle Application
c
a
Object Library but are called after the concurrent process has completed.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 21
Initiating Printing from a System Shell Script
Initiating Printing
from a System Shell Script
System
Shell Script
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How to Initiate Printing from a System Shell Script
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To initiate printing from an operating system shell script:
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• For operating system shell scripts, the printer driver method can be either Command or
l
Program, as long as you populate the argument field correctly.
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should reside in $FND_TOP/$APPLBIN.
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• The script for a command shell procedure—for example, a UNIX shell or a VMS dcl—
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 22
Printing from Standard Input Directly to the Printer
Command Method
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How to Print from Standard Input
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a redirected source such as a file or the output of a program.
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Standard input refers typically to data or commands entered from the keyboard. It can be from
nt e
• The UNIX print command lpr accepts standard input when a filename is not specified.
Standard Input Settings
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• When you select the Standard Input check box, the printer driver can send standard input to
the printer.
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• Clear the Standard Input check box if the driver method is Program or Subroutine or the
operating system print command or print program does not accept standard input.
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• When the Standard Input check box is cleared, the print command issued by the concurrent
manager runs asynchronously. The concurrent manager issues the command and does not
wait for an operating system response.
Managing Printers
Chapter 8 - Page 23
Driver Method Parameters for Spooling
Concurrent Print
manager program
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Setting Spooling Specifications
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A spool file contains a copy of a file to be printed and the initialization and reset strings of the
printer driver. Spooling is the process of sending a spool file to the spooling area of the printer.
Spool files are deleted after printing.
Spool File Check Box Selected
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• Spool filing specifications are set on the Printer Drivers window in the Define Method
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Parameters region. (N) Install > Printer > Driver.
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• The Spool File check box is selected only if the print program creates its own temp file.
Selecting the Spool File check box prevents the concurrent manager from creating its own
e
temp file.
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• When you select the Spool File check box, it is recommended that Initialization and Reset
fields are null and the Standard Input check box is cleared.
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Spool File Check Box Cleared
• When the Spool File check box is clear, the concurrent manager makes a copy of the file to
be printed and sends the copy to the spooling area of the printer.
Managing Printers
Chapter 8 - Page 24
• Clear the Spool File check box when an operating system print command or a print
program does not make a copy of each file to be printed.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 25
Initialization and Reset Field Contents
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When to Use Initialization and Reset Strings
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escape sequences, or instructions.
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Edit Initialization and Reset strings when a printer type requires different control characters,
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• Initialization and Reset strings consist of control characters and escape sequences.
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• A control character can be represented by a caret (^) followed by another character.
• An escape sequence can be represented by a slash (/).
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Example: Escape Sequence
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For nonprintable characters, you can represent their value in octal mode. For example,
represent 0x26 as /046.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 26
Creating a Custom SQL*ReportWriter Driver
Creating a Custom
SQL*ReportWriter Driver
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Creating a Custom SQL*ReportWriter Driver
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Customize Oracle Reports SRW drivers if a printer type does not properly interpret the control
characters that set page breaks, or bold or underlined type in applications reports.
SRW Drivers
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• SRW drivers are read by Oracle Reports when a report is generated and insert control
characters that tell the destination printer where to set page breaks and which characters to
format as bold or underlined.
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• SRW drivers are designed for the DEC LN03 printer and all printers that understand the
same control characters as the LN03.
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• An SRW driver is used during the generation of a report. A printer driver is used when the
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completed output file is sent to the printer.
• SRW driver files reside in $FND_TOP/$APPLREP and have the extension .prt.
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Creating a New SRW Driver
1. Copy an existing SRW Driver (.prt file) and rename the copy before starting any text
editing.
2. Modify the new file with new control characters.
Managing Printers
Chapter 8 - Page 27
3. Place the modified copy of the SRW driver file in $FND_TOP/$APPLREP. Oracle
Reports will use the new driver if it is associated with a print style and/or printer driver
definition.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 28
Sample SRW Driver File
height 62
width 132
return ””
linefeed control(J)
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Sample SRW Driver File
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typical SRW file.
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The slide shows the definition for the A.prt driver file and shows the information contained in a
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 29
Order of Reading Printer Settings
Concurrent programs
definition
Report set
definition
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Hierarchy of Printer Assignments
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you can provide a default printer.
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You can restrict concurrent programs and reports to send their output to a specific printer, or
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• At the concurrent program level the system administrator can define a concurrent program
to always direct its output to only one printer. This setting cannot be overridden by users.
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• At the request set level, the system administrator can assign a default printer for each report
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in the request set or for the entire request set. If the request set is unowned, no one can
override this setting.
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• Also at the request set level, an application user can assign a default printer to a report
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within the set or to the entire set. This value can be overridden by the administrator.
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• At the personal profile level, an application user can assign a default printer for all of his or
her reports. This value overrides any other values.
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• At the site level, the system administrator can assign a default printer for all reports. This
can be overridden by users.
Managing Printers
Chapter 8 - Page 30
Testing Your Customization
Run report
New
printer
driver
Check
output
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Testing Your Customization
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are using.
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You can verify printer driver definitions by printing different styles from each printer type you
Initialization String
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• Print a short report to verify that the page’s printing orientation is correct. Edit page
orientation instructions in the Initialization string.
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• If you want to change the printer’s default font for the report, include that information in
the Initialization string.
Reset String
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• Print two short reports with different printing orientations to verify that the printer is
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resetting itself properly.
• For example, print one report that is landscape and another that is portrait. Edit printer reset
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instructions in the Reset string.
Arguments
• Print a short report to verify that the arguments to the operating system’s print command or
custom print program are being interpreted correctly.
Managing Printers
Chapter 8 - Page 31
• Check that the correct file is being printed at the destination printer and check the number
of copies that are printed. Edit arguments in the Arguments field.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 32
Managing Printers Practice Instructions
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Instructions
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initials for XXX.
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Use the information in the following charts as you complete the practice. Substitute your
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Style Name:
e IXXX Portrait
Sequence Number: your student number + 300
User Style:
c l XXX Portrait
SRW Driver:
r a
Description:
P-XXX
(your description)
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Layout Columns:
Rows:
80
66
Suppress Header: enabled
Orientation: Portrait
Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 33
Define a Printer Driver
Use the information below to define a driver to be associated with your new print style. This
driver specifies the initialization and reset strings as well as other system-related information
Driver Name: XXX Printer Driver
User Driver: XXX - Portrait
Description: (your description)
SRW Driver: P–XXX
Platform: Windows - NT
Driver Method: Command
Arguments:
lp -c -d$PROFILES$.PRINTER -n$PROFILES$.CONC_COPIES
Initialization: /e[!p
Reset: /e[!p
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Register Your Printers
a l
and associate a printer type with it.
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The last step in setting up your printers is to register your new printer with Oracle Applications
Printer:
nt
XXXCustome
Type:
Description:
e IXXX - HPLJ5
Printer for XXX’s office
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Testing Your Definitions
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To test your new printer definition, navigate to the SRS window and select a program for
execution. Go to the Options window and query up a list of available printers. Verify that your
new printer is listed.
Managing Printers
Chapter 8 - Page 34
Practice Solution
Practice Solution
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Practice Solution
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Define a Print Style
1. Navigate to (N) Install > Printer > Style.
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2. Enter the data from the instructions in the appropriate fields in the window.
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Style Name: XXX Portrait
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Sequence Number:
User Style:
nt e
your student number + 300
XXX Portrait
SRW Driver:
e IP-XXX
Description:
Layout Columns:
c l (your description)
80
Rows:
r a 66
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Suppress Header:
Orientation:
enabled
Portrait
3. Click Save to save your work. Your completed form should appear similar to the
example shown in the slide.
Managing Printers
Chapter 8 - Page 35
Practice Solution (Continued)
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Practice Solution (Continued)
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Define a Printer Driver
1. Navigate to (N) Install > Printer > Driver.
U s
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2. Enter the data from the instructions in the appropriate fields in the window.
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Driver Name: XXX Printer Driver
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User Driver:
Description:
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XXX - Portrait
(your description)
SRW Driver:
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P–XXX
Platform:
Driver Method:
c l Windows - NT
Command
Arguments:
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lp -c -d$PROFILES$.PRINTER -n$PROFILES$.CONC_COPIES
Initialization: /e[!p
Reset: /e[!p
Managing Printers
Chapter 8 - Page 36
3. Click Save to save your work. Your completed form should appear similar to the
example shown in the slide.
4. Close the Printer Drivers form.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 37
Practice Solution (Continued)
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Practice Solution (Continued)
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Define a Printer Type
1. Navigate to (N) Install > Printer > Types.
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2. Enter the data from the instructions in the appropriate fields in the window.
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Type: XXX - HPLJ5
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Description:
Style:
nt e
(your description)
Driver Name:
XXX Portrait
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XXX - Printer Driver
A4
DYNAMIC
c l A4PRINTCMDLQ1070
PORTRAITCMDLQ1070
LANDSCAPE
r a LANDSCAPECMDLQ1070
PORTRAIT
O PORTRAITCMDLQ1070
3. Click Save to save your work. Your completed form should appear similar to the
example shown in the slide.
Managing Printers
Chapter 8 - Page 38
Practice Solution (Continued)
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Practice Solution (Continued)
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Register Your Printer
1. Navigate to (N) Install > Printer > Register.
U s
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2. Enter the data from the instructions in the appropriate fields in the window.
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Printer: XXXCustom
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Type:
Description:
XXX - HPLJ5
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Printer for XXX’s office
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3. Click Save to save your work. Your completed form should appear similar to the
example shown in the slide.
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Test Your Definitions
1. Navigate to (N) Requests > Run.
2. Click OK to submit a single request.
3. Click Copy… to show a list of your previously submitted requests.
Managing Printers
Chapter 8 - Page 39
4. Select one of these requests and click OK.
5. Click Options… to open the Upon Completion… window. Click the list of values icon
for the Printer field to verity that your printer is available.
6. Close this form and cancel the request.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 40
Summary
Summary
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 41
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Copyright © Oracle Corporation, 2001. All rights reserved.
Managing Printers
Chapter 8 - Page 42
Applications DBA Duties
Chapter 9
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Objectives
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Lesson Topics
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U s
The administration of Oracle Applications includes some duties that can fall to either the
Database Administrator or the System Administrator to perform. This lesson describes several
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security tasks from different functional areas, which encompass forms from various locations
on the System Administrator menu tree. These tasks are referred to as Applications DBA
duties.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Users Concurrent
Programs
Concurrent
Managers
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Resource Consumer Groups: Definition
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Resource consumer groups and resource plans are tools used to allocate and manage resources
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among database users and applications. The database administrator establishes resource
consumer groups to define users, concurrent managers, or concurrent programs that have
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similar CPU usage requirements. An overall resource plan is used to specify how resources are
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distributed among the different resource consumer groups.
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System Administrator Assigns Resource Consumer Groups
Oracle Applications allows the system administrator to assign users, concurrent managers, and
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concurrent programs to existing resource consumer groups.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Users
Concurrent Programs
Concurrent Managers
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Assign a User
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(N) Profile >System > (Check box) User
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The system administrator can assign a user to a resource consumer group by setting the value
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The system administrator can assign a concurrent program to a resource consumer group in the
Session Control window of the Concurrent Programs form.
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Assign a Concurrent Manager
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(N) Concurrent > Manager > Define
The system administrator can assign a concurrent manager to a resource consumer group in the
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Concurrent Managers form.
Default_Consumer_
Group
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Hierarchy of Resource Consumer Groups
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Oracle Applications uses a hierarchy to resolve these conflicts.
U s
Conflicts can arise between the resource consumer groups associated with a single session.
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the manager. If none is assigned to the manager, the system will use the default:
Default_Consumer_Group.
User Performing a Transaction
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When a user performs a transaction, the system first checks the group assigned to the
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transaction. If none is assigned, the system checks the transaction manager. If the manager is
not assigned to a group, the system checks the user’s profile option. If the user does not belong
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to a group, then the system uses the Default_Consumer_Group.
User Running a Form
When a user runs a form, the system first checks the user’s profile option. If the user is not
assigned to a group, the system uses the Default_Consumer_Group.
Cost-Based Optimization
Paths Statistics
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Copyright © Oracle Corporation, 2001. All rights reserved.
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CBO Statistics Gathering Reports
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U s
Gather Table Statistics – gathers table statistics for a specified table.
Backup Table Statistics – stores the statistics of the given table and backs up related index
and column statistics by default.
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Restore Table Statistics – restores the previously backed up table statistics from a given
statistics identifier. All index and column statistics associated with the specified table are
imported as well.
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Gather Schema Statistics – gathers specified schema-level statistics. Before gathering the
statistics, this program creates a backup of the existing statistics so that if database
e
status.
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performance is slowed after gathering new statistics, you can restore the system to its previous
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Gather Column Statistics – this program is actually two procedures that gather column
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statistics. One procedure gathers the column statistics for all the columns specified in the
SEED data table FND_HISTOGRAM_COLS. The second procedure gathers the column
statistics for a specified column_name in a given table.
For further information on these reports see
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Running Network Tests
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(N) Application > Network Test
To Test Latency
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• Specify the number of Trials and the Iterations for each trial.
a
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• For each iteration, a single packet is sent from the client application to the server and back.
A trial consists of the specified number of iterations. The total time for all round trips in a
nt e
trial is divided by the number of iterations to obtain their average latency.
To Test Bandwidth
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• Specify the number of Trials and the iterations for each trial. For each iteration, several
kilobytes of data are sent from the client to the server and back. The form measures the
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average rate at which the data travels.
• The default settings are 5 trials of 10 iterations each.
• Select the Run Test button to perform the test.
• Use the Clear Old Test Data button to purge previous test results from your database.
Summary
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Assigning Resource Consumer Groups Example
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Assign a User to the DEFAULT_CONSUMER_GROUP Resource Consumer Group
U s
1. Navigate to the System Profile Values find window: (N) Profile > System.
l
2. Check the User check box and select your user from the list of values.
a
Find.
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3. Select “FND: Resource Consumer Group” from the Profile list of values and click
nt e
4. The System Profile Values window will display. Select
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Assign a Concurrent Program to a Resource Consumer Group
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1. Navigate to the Concurrent Programs window: (N) Concurrent > Program > Define.
2. Find your program.
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3. Click the Session Control button.
4. Use the list of values to select the consumer group to which you wish to assign the
program.
5. Save your work.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Review Questions:
1. The __________ Test examines how long it takes
for a packet of information to make a round trip
from the client application to the server.
2. The __________ Test examines data rate to see how
many bytes per second your network can transfer
from the server to the client.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Review Questions:
1. The __Latency___ Test examines how long it takes
for a packet of information to make a round trip
from the client application to the server.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Objectives
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Lesson Aim
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U s
Oracle Applications uses an extensive network of help files to give users immediate online
assistance. You can customize these help files by manipulating the files supplied by Oracle, or
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Copyright © Oracle Corporation, 2001. All rights reserved.
Customizing Help
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Overview of Customizing Help Files
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U s
In order to customize help files you first must download them into an area for manipulation.
Oracle Applications provides the Help System Utility to download files. Oracle Applications
a l
help files are in HTML format, making them easy to modify using a commercial web
browser/editor such as Netscape Navigator. You can also add HTML and GIF files of your
own.
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Oracle Applications help files use a special link syntax that points the links to anchors within
files rather than to the files themselves. This method ensures that hypertext links will not be
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broken if files are renamed or split. This lesson explains how to use this syntax, although it is
e
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not required for your custom help files.
When your changes are complete, use the Help System Utility to upload the files back to the
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appropriate Oracle Applications directory.
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Rebuild the Search Index and use the Help Builder applet to update the navigation tree with
your new files.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Set Profile Options
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U s
Before using the Help System Utility you must define the upload and download directory
paths. Oracle Applications provides profile options for you to set these paths.
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Use the Help Utility Upload Path to define the directory location from which your
nt e
customized files will be transferred back into the Oracle Applications Help System.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Identify Help Files
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U s
Help files are downloaded by file name. To identify the specific file that you want to
customize, open the document in the Oracle Applications Help System. Use the view source
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For example, this topic in the help system is found by navigating from the Help Library Tree to
nt e
Applied Technology > System Administration > Customizing Help > Downloading and
Uploading.
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View the source of this file and you will see the following header comments:
e
l
<HTML DIR="LTR">
c
a
<!-- Generated: 18/6/01, LeafOnline 4.482
O r Source: updown.doc, 1
File: SYS00032663.htm
Context: nil
Tiers: TIER-1-ONLY
Pretrans: YES
Label: 115.4 -->
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Identify the Language and Product of the Help Files
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U s
To identify the language and product of the help file, use the source document URL. The final
three nodes of the source document URL are the language, the product name, and the anchor or
target name.
a l
Using this help file as an example again, the final three nodes of the URL are
/US/FND/@ht_updown.
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These nodes identify the language as US, the product name as FND, and the target name as
ht_updown.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Downloading Help Files for Editing
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U s
You download help files by language and by product. That is, you select the language (for
example, US for U.S. English) and you select the product (for example, FND for Oracle
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Foundation or AR for Oracle Receivables). It is important to note the code for the product
because the product code determines the download directory.
Follow these steps to download help files:
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1. Open the Oracle Applications Help System Utility.
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From Oracle Self Service Web Applications click on System Administration under
Web Based Applications. Under the Help Administration heading click on Help
e
System Utility.
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2. Select “Download Files from Help System” from the Choose Action option group.
3. Select the language from the Choose Language pop list.
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4. Select the product code from the Choose product pop list. You can only select one
product at a time.
5. Click Finish.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Link 1
Oracle Applications help files use
Link 2
Anchor 1 a special link syntax that
Link 3
Anchor 2 dynamically resolves links across
Anchor 3 files and applications.
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Oracle Applications Special Link Syntax: Overview
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them working even when files are renamed or split into parts.
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The Oracle Applications help system supports a special syntax for hypertext links that keeps
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Links in Oracle Applications help files point at a named anchor contained in the file rather than
the filename itself. The help system resolves the anchorname to file link dynamically, every
time a link is negotiated.
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Information on which files contain which anchornames is put into the help system
automatically on upload. Authors must ensure that anchornames are unique across an
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application’s help files to prevent duplicate links.
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It is not required that you use Oracle’s special syntax for your custom help files. If you prefer,
you can always use conventional hypertext links based on filename.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Conventional HTML:
For more about widgets, see
<AHREF=“#widgets”>All About Widgets</A>
below.
Special Syntax:
For more about widgets, see
<AHREF=“@widgets#widgets”>All About
Widgets</A> below.
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Using the Special Syntax
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anchorname “widgets.”
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The conventional HTML example would allow the user to jump forward to a section with the
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To link to a file that contains a particular named anchor, you simply place an “@” before the
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anchorname. To link to the precise spot within the file where the anchor appears, you append a
pound sign followed by the anchorname, just as you would in conventional HTML.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Cross-Application Links
General Syntax:
<AHREF=“../shortname/@anchorname#anchorname
”>link text</A>
Example:
Use the following link to jump to “All About Widgets”
in the Oracle Payables help directory from another
application help directory:
For more about widgets in Oracle Payables,
see <AHREF=“../AP/@widgets#widgets”>All
About Widgets</A>.
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Using the Special Links Syntax Across Applications
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In the Oracle Applications help system, all help files associated with a particular application
exist in the same directory, as far as their URL is concerned. Help files associated with other
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To create a link that goes to a help file associated with a different application, you create a
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relative link that goes up a level to the parent of all help application directories, and then back
down through the other application’s directory, before concluding with Oracle Applications’
special link syntax.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Related Topics Links
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your links at multiple topics and files by using Related Topics links.
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Links are not limited to a single target in the Oracle Applications help system. You can point
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Note:
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If you have created a new application with new help files that you are uploading for the first
time, you must use the Generic File Manager Access Utility (FNDGFU) to upload these files.
See
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Oracle Applications System Administration > Loaders > Generic File Manage Access Utility
for additional information.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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File Upload Steps
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• HTML files (all HTML files must have a .htm extension)
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There are four types of files that can be uploaded to the help system. These are:
e
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- For example, if you customized six help files for Accounts Receivable, copy the six
files to the <server location><Help Utility Upload Path>\US\AR directory. You must
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copy the files to the correct product folder for the Oracle Applications Help System
Utility to place the files in the correct location within the Oracle Applications Help
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System.
2. Open the Oracle Applications Help System Utility.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Creating Reports
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Copyright © Oracle Corporation, 2001. All rights reserved.
Running Reports
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Rebuilding the Search Index
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U s
Oracle interMedia Text enables the search feature provided by the Oracle Applications help
system. Rebuilding the search index ensures that your custom files will be included in any
searches your users perform.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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To access the Help Builder navigate to OSSWA > System Administration > Help Builder.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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The Help Builder User Interface
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The Help Builder window default view consists of three panes. The left pane displays the tree
that is currently selected. Use this area to manipulate your tree by adding nodes, deleting
nodes, and dragging nodes into the positions desired.
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The top right pane displays items matching the searches you have performed using the Find
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Documents or Find Trees functions. Switch from the Trees to the Documents display by
clicking on the tabs.
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The bottom right pane is the Properties Pane. This area displays the properties of the item
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(root, node, or document) currently selected. Those properties displaying enabled fields can be
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updated.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Adding New Help Files to a Tree
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U s
Documents are listed by Target name. Therefore if a file contains multiple targets the file will
be listed multiple times. Be sure to choose the target or anchorname that corresponds to the
topic you want to add.
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If the topic you want to add is not the header target of the file, but a target within the
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document, you must supply the special link syntax in the Data field of the Properties Pane.
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For example, the target name might appear in the Data field as @ht_updown. To link directly
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to this anchor from the tree you will add #ht_updown to the end of the anchorname. The
resulting entry in the Data filed will be @ht_updown#ht_updown.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Summary
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Using the Help Builder
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This example demonstrates how you would open the Navigation Tree for editing and add a
node and documents to the tree. This example will show you how to access the Oracle
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• In the Find Trees window, enter “Oracle Applications AOL” in the Prompt field and click
Find. The Oracle Applications AOL root will appear in the Trees tab in the upper right
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pane of the Help Builder window.
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• Double-click “Oracle Applications AOL” on the Trees tab. This will display the tree in the
large left pane of the Help Builder window.
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• Click on the + to expand the tree. Open the Oracle Applications User’s Guide node of the
tree
• Notice that as you click on various nodes and documents on the tree the Properties of the
selected item are displayed in the Properties pane.
Demonstration (Continued)
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Add a Node to the Tree
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• To add a node to the top of the User’s Guide, select the (opened) node “Oracle
Applications User’s Guide” and click the New Node icon. Your new node will be added as
the first child of the selected node.
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• In the Properties pane on the lower right, enter the name for the new node in the Prompt
field: “Personal Homepage.”
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• Click Apply.
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Find and Add Documents to the Tree
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• Click the Find Documents icon on the toolbar to display the Find Documents window.
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Enter “Getting Started%” in the Title field and check the Exclude documents already on a
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tree checkbox. Click Find.
- The Documents tab in the upper right pane of the Help Builder window will become
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enabled and display a list of documents that match your search criteria.
• Select the document with title “Getting Started through the Personal Home Page.”
• Drag and drop the document directly beneath your new node. The document will
immediately appear on the tree.
Demonstration (Continued)
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View Your Tree in Online Help
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Open online help and click on the Oracle Applications User’s Guide. Click each of the nodes
and documents you created. Note that “Customizing Tab Pages” and “Maintaining Tab Pages”
actually link to different positions of the same file.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 1
Administering Folders
Administering Folders
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 2
Objectives
Objectives
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 3
Folders: Definition
Folders: Definition
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 4
Administering Folders: Topics
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 5
Assigning a Default Folder to a Responsibility
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Assign a Default Folder to a Responsibility
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(N) Application > Administer Folders
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Note: You must create default folders before you can perform the following functions. For
information on creating default folders see
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(Help) Oracle Applications User’s Guide > Folders >
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Customizing the Presentation of Data in a Folder. n
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Note: After you save a default folder definition for a folder set, that folder set no longer
appears in the list of values.
Form Fields
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• Folder Set: Every folder set is associated with a particular folder block, and a user or
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responsibility can have one default folder within each folder set. The folder set name
generally describes the records shown in the block; some blocks may have multiple sets of
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folders associated with them.
Administering Folders
Chapter 11 - Page 6
Assigning a Default Folder to a User
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Assign a Default Folder to a User
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(N) Application > Administer Folders
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Note: After you save a default folder definition for a folder set, that folder set no longer
appears in the list of values.
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Form Fields
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• Source Type: Enter either User or Responsibility. Records entered in this window use the
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source type of User. If one of the current user’s responsibilities has default folders defined,
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the default folders are listed with a source type of Responsibility.
User defaults override Responsibility defaults. You cannot delete Responsibility default
folders in this window.
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• Responsibility: The Responsibility that uses this default folder definition.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 7
Assigning Ownership of a Folder
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Form Fields
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(N) Application > Administer Folders
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• Public: This check box governs the availability of the folder to all users.
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• Anyone’s Default: Indicates whether this folder definition is used as a default by a user or a
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responsibility. If it is a default definition, use Default Assignments to view the users and
responsibilities for which it is the default folder definition.
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• Default Assignments: The users and responsibilities that use this folder definition as a
default.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 8
Deleting a Folder Definition
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(N) Application > Administer Folders
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 9
Administering Folders Practice
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Administering Folders Practice
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Create a Folder
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1. Using your General Ledger Super User responsibility navigate to (N) Journals > Enter.
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The first window you see is the Find Journals window. Note that once you create
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your folder and assign it to your user this window will not appear.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 10
Folders Practice (Continued)
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Practice (continued)
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Create a Folder (continued)
2. In the Find Journals window enter
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Source: Payables
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and click the Find button.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 11
Folders Practice (Continued)
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Practice (continued)
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Create a Folder (continued)
3. In the Enter Journals window choose Save As… from the Folder menu.
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4. In the Save Folder window, enter the following:
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Folder: XXX Payables Journals
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Autoquery: Ask each time
Public: enable check box
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Include query: enable check box
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Click Show Query.
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5. The Show Query window displays (JE_SOURCE=‘PAYABLES’). Note that you can
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view the query here, but you cannot change it. Click OK to close the window.
6. In the Save Folder window click OK.
Administering Folders
Chapter 11 - Page 12
Folders Practice (Continued)
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Practice (continued)
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Create a Folder (continued)
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7. In the Enter Journals window note that now in the upper left corner next to the Folder
icon is the name you entered for your folder.
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8. Click on the Folder icon to launch the Open Folder window. Note the other folders that
are available for your selection. These appear because they are defined as Public. Click
Cancel.
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9. Click on the Folder Tools icon on the toolbar (the second icon from the right) to launch
the Folder Tools window palette. Move your cursor over each icon to view its function.
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10. Click the Show Field… icon to launch the Show Field selection window. This allows
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you to add any of the listed fields to the Enter Journals window display.
11. Choose Category from the Show Field window and click OK. Note that the Category
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field has been added to the display.
12. Click the Save icon on the Folder Tools window, or choose Save from the Folder menu
to add the Category column to your folder definition.
Administering Folders
Chapter 11 - Page 13
Folders Practice (Continued)
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Practice (continued)
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Assign the Folder to Your User
1. Switch Responsibilities to your XXX System Administrator.
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2. Navigate to (N) Application > Administer Folders.
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user name from list of values. Click Find. n
3. In the Find Folders screen, select Default folder assignments by user and choose your
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 14
Folders Practice (Continued)
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Practice (continued)
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Assign the Folder to Your User
4. In the Default Folders by User window, enter the following:
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Folder Set: GL_JE_BATCHES_HEADERS_V
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Folder: XXX Payables Journals
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5. Click Save.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 15
Folders Practice (Continued)
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Practice (continued)
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Set the Profile Option to disallow modification by your user
1. Navigate to (N) Profile > System.
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2. In the Find System Profile Values window enter:
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User: your user
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3. Click Find.
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Profile: Folders: Allow Customization
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 16
Folders Practice (Continued)
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Practice (continued)
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Set the Profile Option to disallow modification by your user
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4. In the System Profile Values screen enter “No” as the User value for the profile option.
5. Click Save.
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Test Your Changes
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2. Navigate to (N) Journals > Enter.
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1. Switch Responsibilities back to your General Ledger Super User.
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Notice that you see a Decision window that says “Find all records in this folder?”
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folder.
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This window displays because you chose “Ask each time” when you defined the
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Click Yes.
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3. Notice that the Journal Entries window opens with your folder displayed.
4. Click on the Folder Tools icon on the toolbar. Notice that all the modification icons are
disabled (because you set the Folders: Allow Customization profile option to No).
5. Click on the Folder menu and notice that the only enabled option is Open.
Administering Folders
Chapter 11 - Page 17
Summary
Summary
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 18
Practice Prerequisites
Practice Prerequisites
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Practice Setup
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Set up the following user before performing the practice in this lesson:
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1. Log in to Oracle Applications with user name “Operations” and password “welcome”.
2. Select the System Administrator responsibility.
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3. Navigate to the Users form: (N) Security > User > Define.
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4. Enter the following data to set up your user:
User Name: Your Name (for example: JSMITH or JOHN_SMITH or JOHN_D_SMITH)
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Description: Your Name System Administrator
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Password: WELCOME (reenter to verify)
Password Expiration: 30 days
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Effective Dates: From: today To: 3 months from today
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Responsibility
System Administrator
Application
System Administration
System Administration Oracle Self-Service Web Applications
General Ledger Super User Oracle General Ledger
Administering Folders
Chapter 11 - Page 19
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Copyright © Oracle Corporation, 2001. All rights reserved.
Administering Folders
Chapter 11 - Page 20
Managing Document
Sequences
Chapter 12
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Objectives
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Lesson Aim
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A document sequence is an internally managed log of transactions against a particular table.
Sequences enable complete auditing of all transactions, whether successful or not. This lesson
covers creating and implementing document sequences.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Why Use Document Sequences?
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Transactions Create Documents
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• Whenever you enter a transaction, you create a document. For example, when you enter a
invoice document.
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payment, you create a payment document. Or when you enter an invoice, you create an
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• You can assign unique numbers to the documents that you create by using document
sequences.
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Document Sequences Provide Completeness
• Completeness is proof that every document created by a user’s transaction can be
accounted for.
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• By assigning unique numbers to documents, you can use document sequences to account
for all transactions, even those that fail.
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Sequences, Categories, and Assignments
• Specify sequence information to determine how documents are numbered.
• Define document categories to group documents together.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Using Manual or Automatic Sequence Numbering
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Certain information must be specified when a user creates a document sequence. This includes
the document name, its effective dates, and the type of numbering used. The numbers
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• User assigns a unique number to each document before it is generated.
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• Numerical ordering and completeness are not enforced.
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• Users may skip or omit numbers when entering the sequence value.
Automatic Numbering of Documents
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• Automatic numbering sequentially assigns a unique number to each document as it is
generated.
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• With automatic numbering, documents are numbered in order by date and time of creation.
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• Numbers are in sequential order with no gaps or omissions.
• The user specifies the initial value for the sequence.
• A message can be sent to the user whenever a sequence number is assigned.
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The Document Sequences Window
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(N) Application > Document > Define
• Name – Once entered, the sequence name cannot be changed.
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• Application – Once selected, the application associated with your sequence cannot be
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changed.
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• Effective From/To – Enter the dates on which your document sequence takes effect/is no
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longer enabled. The From date automatically defaults to the current date. Once a sequence
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is defined, this date cannot be changed. If you leave the To field blank, your document
sequence does not expire. Once you enter the To date, it cannot be modified.
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• Type – Once defined, you cannot change the type of document numbering sequence.
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- Automatic – Sequentially assigns, by date and time of creation, a unique number to
each document as it is generated.
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- Manual – Requires a user to assign a number to each document before it is generated.
You must enter unique values. However, numerical ordering and completeness are not
enforced.
Note: The Gapless numbering type is valid only in the context of certain localizations.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Accounts
Expense
reimbursement Payable
Interest payment
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Specifying Document Category Information
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U s
Sequences track the transactions against a particular application table. The target table is
identified by a document category. In some cases, transactions against a table may need to be
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classified into subgroups according to some criterion to obtain important information. For
example, transactions against the Accounts Payable table may need to be divided according to
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what type of payment each transaction concerned.
n
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Use categories to divide your documents into logical groups. For example, accounts payable
invoices can be divided into the following types:
• Standard invoices
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• Expense report invoices
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• Prepayment invoices
• Interest invoices
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• Credit memo invoices
• Debit memo invoices
Document Categories
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Category Code and Name
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(N) Application > Document > Categories
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• The combination of code and name must be unique within an application.
• Code must be unique. Name does not have to be unique.
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• After a category is defined, you cannot change the choice of table.
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For a complete explanation of the fields in the Document Categories window, see
(Help) Applied Technology > Oracle Applications System Administration >
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Document Sequences > Document Categories Window.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Sequence Assignments
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(N) Application > Document > Assign
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(Help) Applied Technology > Oracle Applications System Administration >
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For a complete explanation of the fields in the Sequence Assignments window, see
Example:
(N) Invoices > Standard > Enter
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Instructions
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Substitute your initials for XXX.
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Using the General Ledger Super User Responsibility, perform the following:
Define a Category of Documents
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In the Categories window enter the following:
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Category:
Description:
XXXDOCSEQ
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XXX Document Sequence
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Define the Document Sequence
In the Document Sequences window enter the following:
Name:
r aXXXSEQ
Type:
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Message:
Automatic
enabled
Initial Value: 1001
Assign the Document Sequence to the Category
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Solution
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Practice Solution
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Define a category of documents that you wish to sequence
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1. Using the General Ledger Super User responsibility, go to (N) Setup > Journal >
Categories.
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2. In the Categories window enter
Category: XXXDOCSEQ
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Description:
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XXX Document Sequence
3. Save your work.
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (continued)
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Define a document sequence
4. Navigate to (N) Setup > Financials > Sequences > Define.
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5. In the Document Sequences window enter:
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Name: XXXSEQ
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Application: Oracle General Ledger
From: 01-JAN-1950
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Note: This date must be prior to the date of the first document created.
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To:
Type:
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Leave blank
Automatic (indicates how the numbers will be generated)
Message:
r a enabled
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Initial Value: 1001
6. Save your work.
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Practice Solution (continued)
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Assign the document sequence to your journal entry category
7. Navigate to (N) Setup > Financials > Sequences > Assign.
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8. In the Sequence Assignments window, enter:
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Application: Oracle General Ledger
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Category: XXXDOCSEQ
nt
Set of Books: Vision Operations e
Method: Manual
End Date:
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Start Date: 01-JAN-1950
Leave blank
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Sequence: a XXXSEQ
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Enable Sequential Numbering for Oracle General Ledger
9. Switch Responsibilities to the System Administrator responsibility.
10. Navigate to (N) Profile > System.
11. In the Find System Profile Values window enter:
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Copyright © Oracle Corporation, 2001. All rights reserved.
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Practice Solution (continued)
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Test your sequence
14. Switch Responsibilities to the General Ledger Super User.
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15. Navigate to (N) Journals > Enter.
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16. In the Find Journals window, click on the New Journal button.
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A message will display indicating that no sequence exists for this category. That is
because the default category (set by a profile option called Journals: Default
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Category) is Adjustment, for which no sequence has been defined.
17. Change the value in the category field to XXXDOCSEQ.
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18. Save your work. l
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19. A message will display stating that the number 1001 has been assigned. Note that on the
Journals window the Document Number field has been filled with 1001.
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Copyright © Oracle Corporation, 2001. All rights reserved.
Summary
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Summary
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U s
Document sequences can be used to track all transactions against a table regardless of
transaction completion. These sequences can provide an audit trail of transactions against a
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Copyright © Oracle Corporation, 2001. All rights reserved.
Practice Prerequisites
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Practice Setup
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Set up the following user before performing the practice in this lesson:
U s
1. Log in to Oracle Applications with user name “Operations” and password “welcome”.
2. Select the System Administrator responsibility.
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3. Navigate to the Users form: (N) Security > User > Define.
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4. Enter the following data to set up your user:
User Name: Your Name (for example: JSMITH or JOHN_SMITH or JOHN_D_SMITH)
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Description: Your Name System Administrator
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Password: WELCOME (reenter to verify)
Password Expiration: 30 days
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Effective Dates: From: today To: 3 months from today
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Responsibility
System Administrator
Application
System Administration
System Administration Oracle Self-Service Web Applications
General Ledger Super User Oracle General Ledger