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 <Insert Picture Here>

Oracle Application Framework Personalization

Mani Mathisankar
Principal Software Engineer

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 AGENDA

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 <Insert Picture Here>

Oracle Application Framework Personalization

Mani Mathisankar
Principal Software Engineer

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 Agenda
• OAF Personalization Overview
• Personalization Features
<Insert Picture Here>
• Personalization Levels
• Profile Options Used By OAF Personalization
• Storing Personalization
• Directory Structure
• Deploying Personalization
• Isolating Personalization
• Personalization Vs Customization
• Demo
• Resources

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 Personalization Overview

OA Framework includes the OA Personalization Framework which allows you

to personalize an Oracle E-Business Suite application page without modifying
any underlying code. Personalizing the appearance of or the data displayed in
an OA Framework-based page is easy and straightforward.

All personalization's you make through the OA Personalization Framework are

added on top of the base product meta data at runtime. These
personalization's never overwrite the existing base product UI and are
therefore preserved during upgrades and patches, and can also be translated.
This means you can create your personalization's on a test system first,
extract your personalization's to a flat file , then load your finalized
personalization's to your production system with little interruption.

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 Personalization Features

• Using pre-built features to fine-tune the application to match the

business and deployment practices.

• Declaratively tailoring the user interface (UI) look-and-feel, layout or

visibility of page content to suite a business need or a user preference.

• OAF provides durable personalization.

• Number of personalization features with multiple levels are available.

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 Admin Personalization Features

• Hide or show regions and items

• Reorder regions and items
• Include or exclude descriptive flexfield segments
• Define Sorting and Filtering
• Change Labels
• Make Fields required
• Enable total for table column
• Change number of rows displayed in a table
• Set default values and Tips
• Create new items

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Personalization Levels
User

Responsibility

Organization

Site

Location

Function

Base Page

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 Profile Options Used By OAF Personalization
Personalize Self-service Defn (FND_CUSTOM_OA_DEFINTION)
You should set this profile option to Yes at the user level for an administrator. If you set this profile
option to Yes, then when you log on as the Administrator, a global Personalize Page button appears
on each OA Framework-based application page. When you select the global Personalize Page button
on any page, the personalization user interface prompts you for the scope and administrative level at
which you wish to create your personalizations before displaying the OA Personalization Framework
UI. The default is No.

FND: Personalization Region Link Enabled (FND_PERSONALIZATION_REGION_LINK_ENABLED)

When you set this profile option to Yes, Personalize Region links appear above each region in a page.
Each link takes the user first to the Choose Personalization Context page, then to the Page Hierarchy
Personalization page with focus on the region from which you selected the Personalize Region link.
The default is null (not set).

Disable Self-service Personal (FND_DISABLE_OA_CUSTOMIZATIONS)

This is a system profile option specifically created for use by Oracle Support. You can set this profile
option to Yes at the site or application level. If this system profile option is set to Yes, any
personalizations you make, regardless of the level at which you make the personalizations, will not be
applied. Only the original base definition of each OA Framework-based application page is ever
displayed. Use this profile option to help Oracle support staff determine whether a problem arises from
applied personalizations or from the base application. The default is No.

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 Storing Personalizations
• The personalization information (meta data) of a
personalized region/page is stored as a personalization
document in the MDS repository, with a specific directory
structure
• The directory structure looks like

Original page Personalization file

<prod_top>/mds <prod_top>/mds
+ <component> + <component>
+ webui + webui
file.xml + customizations
+ <layer type>
+ <layer value>
+ file.xml

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 Directory Structure

To understand directory structure lets look at the following

example
• If the following page is personalized at Site level
/oracle/apps/fnd/wf/worklist/webui/AdvancWorklistRG

• The page will be stored in MDS repository with following directory

structure
/oracle/apps/fnd/wf/worklist/webui/customizations/
site/0/AdvancWorklistRG

site - customization layer type

0 – customization layer value

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 Creating New Item
Using the Create Item page we can declaratively add a new item to a
region using the OAF Personalization.

You can create a new item to a region only if, The Add Indexed
Children property of the region has been set to True.

Also when you are using Site, Function, or Localization level for
personalization.

If you make a mistake when you create a new item, such that it causes
the base page to display an error, you can sign on to Oracle Applications
as the 'Functional Administrator responsibility' and remove the
personalization using the 'Manage Personalization Levels' page.

Once created you cannot update the personalization Level, Item Style
and the item Id.

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 Available Items
• Attachment Image
• Button
• Flex
• Form Value
• Formatted Text
• Image
• Link
• Message Styled Text / Message Text Input
• Tip Message
• Message LOV Input
• Message Radio Group
• Message Check Box
• Message Choice
• Separator

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 Deploying Personalizations

The following tools are used in deploying personalizations:

• XMLExporter – export personalization from MDS

repository to .xml file
• XMLImporter – import personalizations into MDS
repository
• JPXImporter – imports substitutions specified in the.jpx to
file to the MDS repository

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 Isolating Personalization
• Set ‘Disable Self-Service Personal’ profile to YES.

• Use Personalization Tab in ‘About the Page’ link

• Use ‘Functional Administrator’ responsibility to Deactivate, Activate

and Delete personalization's

• Use JDR_UTILS to
• listcustomizations
• printdocument
• deletedocument

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 Personalization Vs Customization

• Personalization – the ability to declaratively alter (in

XML) the page’s UI to meet business need.

• Customization – The functionality achieved by any

programmatic (in Java) extension to meet business
need

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Personalization Vs Customization

Personalization Customization
Done in Page? Yes No
Special Tool? No Yes
Programming? No Yes
Likely to survive Yes No
Upgrade

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 More Resources (OAF)

• Oracle Application Framework, Personalization Guide

Part No. B31347-01

• Oracle Application Framework, Personalization Guide

Part No. B25439-01

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 D E M O N S T R A T I O N

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 According to Procurement Advisor Webcast Calendar [ID 1083713.1] , you can join the "APPROVAL WORKFLOW
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For More Details: EBS PROCUREMENT - APPROVAL WORKFLOW TROUBLESHOOTING (Doc ID 1279616.1)

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