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Web ADI
Web ADI
Desktop Integration
The leveraging of Desktop Application functionality to perform E-business Suite tasks
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Contents
Preface
Introduction to WebADI ..................................................................................................... 3
Overview......................................................................................................................... 3
Key Features ................................................................................................................... 3
How To Get Started With Web ADI............................................................................... 4
Prerequisites for Web ADI on client machine ................................................................ 4
Changing Macro Security Settings for Excel 2002 or 2003 ....................................... 4
Available Functions In Web ADI ................................................................................... 5
Integrators ....................................................................................................................... 5
Administering WebADI...................................................................................................... 7
Defining Layouts ............................................................................................................ 7
Defining Mappings ......................................................................................................... 8
Defining a Style Sheet .................................................................................................... 9
Defining Setup Options for Key Flexfields .................................................................. 10
Creating a Document ........................................................................................................ 12
Creating a Spreadsheet.................................................................................................. 12
Uploading Data from Spreadsheets .............................................................................. 13
Monitoring Concurrent Requests.................................................................................. 14
Implementing WebADI .................................................................................................... 16
Set Profile Options........................................................................................................ 16
Menu ............................................................................................................................. 17
Creating Shortcuts and Form Functions in Web ADI................................................... 17
Shortcuts ................................................................................................................... 17
Form Functions ......................................................................................................... 19
Providing Users a Secured List of Values ................................................................ 20
Frequently Asked Questions ............................................................................................. 23
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Introduction to WebADI
Overview
Web Applications Desktop Integrator is a tool that leverages the standard desktop
applications to perform some of the Oracle E-Business Suite task.
The Web ADI brings Oracle E-Business suite to the desktop where familiar desktop tool
like Excel can be used to create spreadsheet, enter and modify data in the spreadsheet and
finally upload the data into the Oracle Applications.
Web ADI can be very useful for the users who are experienced with Excel and will like
to use Excel to enter the data related to Oracle Applications.
These users can use the special features of excel i.e. copy, paste, drag cells to increment
and various arithmetic functions to optimize their business task and increase their
productivity.
Data that is entered into the spreadsheet can then be finally be uploaded in to the Oracle
Applications with or without validation.
Key Features
Works Via Internet
Web ADI uses the Internet Computing Architecture that lowers the total cost of
ownership by having the product installed centrally at one place. This feature is very
much unlike client ADI where the product needs to be installed at all the client machines.
Only Internet browser and Microsoft Excel is required at client machine to access Web
ADI.
Validates Data
The data entered in the spreadsheet can be uploaded into the Oracle Applications. The
data during upload can be validated against the segment security rules and cross
validation rules defined in Oracle Applications. If any errors are found, messages are
returned directly to the spreadsheet, enabling you to correct the errors and successfully
upload the data.
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Enables Customizations
The Layout functionality can be used to modify the user interface of the spreadsheet. The
appearance, the position of the fields in the spreadsheet can be changed as per the end
users requirement. The field can be positioned in a sequence that is comfortable to the
end user and expedites the data entry process. The fields in the spreadsheet can also be
specified to contain default values. These definitions can be saved, reused, and modified
as needed.
Automatically Imports Data
The data in the spreadsheet can either be manually entered or can be imported
automatically from the text file. This feature can be useful when migrating data from a
legacy system to the Oracle E-Business Suite. Imported information can be quickly
modified in Excel, validated, and uploaded to the Oracle E-Business Suite.
In Excel, from the Tools menu, select Macro, then Security, and then Security Level.
Select the Medium option.
Select the Trusted Sources tab.
Select the Trust access to Visual Basic Project option.
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Create Document
Define Layout
Define Mapping
Setup Options
Define Style Sheet (Available in R12)
Integrators
The Integrators in Web ADI defines the E-Business Suite task to be performed on the
desktop.
The Integrators are the business components that are associated with specific business
functions of a product.
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The Integrators uses customized layouts to provide a user-friendly interface for the
import of data into the Oracle Application via a familiar desktop tool, Excel.
For e.g. The integrator associated for uploading the journals in to the Oracle Applications
is General Ledger Journals.
There are over 150 Integrators in Web ADI that is related to different products of EBusiness Suite.
Few Integrators of product General Ledger are:
General Ledger - Budgets
General Ledger - Journals
Screenshot of some Integrators in Web ADI
Navigation: Desktop Integration->Create Document->Select Integrator
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Administering WebADI
Defining Layouts
Layouts enable you to customize the user interface presented in your spreadsheet. Use the
layout functionality to determine the fields in a spreadsheet, set their positions, and
specify default values for the fields.
Use the Define Layout flow to perform the following:
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Defining Mappings
Use this procedure to define mapping between source data in text file and columns of a
spreadsheet.
Using these mappings, you can then automatically import data into the spreadsheet
created by Web ADI.
Steps
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The following screenshot 1 defines the mapping of the source column to the target
columns. Whereas the screenshot 2 defines the source data delimited by comma. The
value i.e. Vision Operations (USA) in the column 1 of source file is mapped to ledger
field in target column.
Screenshot of Define Mappings page
1. Navigation: Desktop Integration->Define Mapping 2. Sample Source Text File
1.
.
.
.
.
.
.
2.
The above columns in the text file are mapped to the following columns in the spreadsheet
Ledger, Category, Source, Currency, Accounting Date, Segment 1, Segment 2, Segment 3, Segment 4 Segment 5,Debit, Credit
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You can define the following properties for the Sheet, the Prompts, the Hints, and the
Data fields:
Background Color
Font Color
Font Family
Font Style
Font Size
Screenshot of Define Style Sheet page
Navigation: Desktop Integration->Define Layout
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Steps
Select Setup Options from Desktop Integration Responsibility.
Choose Select Key Flexfields to apply the format to every structure of a key
flexfield.
To apply the format mask to specific structures of the key flexfield, choose Select
Structure, and then select the appropriate structures.
Screenshot of Setup Options page, Accounting Flexfield is checked.
Navigation: Desktop Integration->Setup Options
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Creating a Document
Creating a Spreadsheet
Use this procedure to create a spreadsheet on your desktop to which you can import data
from a text file or manually enter the data.
Steps
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All Rows
Select to upload all rows in your spreadsheet, regardless of whether changes have been
made.
Flagged Rows
Select to upload only those rows that are marked with a flag character in the Upl column
of your spreadsheet. Web ADI displays a flag character against a row that has changed.
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The upload window then shows the confirmation page about the upload process. The
happy face in the following screenshot indicates the record in the spreadsheet that is
successfully uploaded.
Screenshot of Upload confirmation Page
Navigation: Oracle Menu>Upload
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Such concurrent request can be monitored from the spreadsheet. The end user can then
notify the status of the concurrent request to the system administrator.
Steps
To monitor concurrent requests from the spreadsheet, select the Oracle menu,
then Monitor.
The Monitor Requests window displays the last 10 concurrent requests submitted
by the current user.
Screenshot of Monitor Requests page.
Navigation: Oracle Menu>Monitor Requests
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Implementing WebADI
This topic covers the available profile options and functions in Web ADI that can be set
to modify/enhance the standard behavior of Web ADI.
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Menu
The menu Desktop Integration Menu is assigned to Desktop Integration Responsibility.
The menu has following function.
Desktop Integration - Create Document
Desktop Integration - Define Layout
Desktop Integration - Define Mapping
Desktop Integration - Define Style Sheet
Desktop Integration - Setup Options
Any of above functions can be included or excluded depending on the business
requirement.
Lets say a requirement is to define a user who is responsible only for creating and
entering data in the spreadsheet. In such a scenario the system administrator can then
assign function Desktop Integration - Create Document to a Self Service menu. Hence
the user having this menu will only be authorized to create documents.
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The shortcut location can be saved to a shortcut list that appears on the first page of the
Create Document Page Flow.
The next screenshot displays the name in the shortcut list.
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Form Functions
The shortcut location can also be saved to a form function. The system administrator can
then assign form function a Self Service menu. The name of the function is prefixed with
BNE and also contains the partial string of shortcut name.
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Similarly the layouts can have a secured values i.e. layout name starting with Functional
Actuals. Following value in the parameters field can fulfill this requirement
Parameters:
bne:page=BneCreateDoc&bne:viewer=BNE:EXCEL2000&bne:reporting=Y&bne:integr
ator=USER_NAME:General Ledger%25Journals&bne:layout=USER_NAME:Functional
Actuals%25
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