Oracle Fusion Configurator

Configurator Modeling Walk Through

ORACLE WHITE PAPER | FEBRUARY 2018
Table of Contents

Introduction 1

Assumptions 1

Product Information Management Setup 2

Item Definition 2

High Level Item Structure Summary 2

Configurator Modeling 3

Model Item Snapshot Import 3

Workspaces 4

Configurator Model Structure 6

Options and Option Features: 7

Integer and Decimal Features: 7

Boolean Features: 7

Text Features: 7

Rules 9

User Interfaces 12

Test Model 17

Model Release 18

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Introduction
The objective of this document is to provide a general walkthrough of the Configurator modeling experience from the
perspective of a Product Configurator Manager. Topics covered include:

 An overview of the product model definition that is used as the basis of the Configurator model

 The steps involved in importing the product model definition into the Configurator Modeling Environment

 Creating a workspace to manage edits to a Configurator model

 Defining guided selling questions

 Defining rules to drive item selection

 Creating a new user interface to be used at runtime

 Testing the model

 Releasing the model to production

Assumptions
The assumption this document makes is that you are conceptually familiar with the Oracle Fusion Supply Chain
Management applications: Product Information Management and Configurator and are comfortable navigating within
these two applications.

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Product Information Management Setup

Item Definition

The item specifications for the ATO Model referenced in this document, are described below. For specific
instructions on setting up a model within the Product Information Management (PIM) application refer to the
following whitepaper:

CTO – Configure to Order: A Guide to Key Application Setups (Doc ID 2257314.1)

High Level Item Structure Summary

Item Item Description Item Type Parent

ACSTTX1000 17” Gaming ATO Model
Notebook, 64Gb Manufactured ---------------
Ram, 512 SSD
ACSTTX2000 CPU Option Class ATO Option Class ACSTTX1000
ACSTTX2001 X CPU Finished Good ACSTTX2000
ACSTTX2002 Y CPU Finished Good ACSTTX2000
ACSTTX3000 GPU Option Class ATO Option Class ACSTTX1000
ACSTTX3001 W GPU Finished Good ACSTTX3000
ACSTTX3002 Q GPU Finished Good ACSTTX3000
[Product Information Management Setup] Figure 1. Structure of the configured item.

The product used in this document will be a notebook computer. This model will include two option classes with two
components defined for each option class. The specifications and structure for each type of item (ATO Model
Manufactured, ATO Option Class and Finished Good) are detailed below.

[Product Information Management Setup] Figure 2. Example structure of the configured item.

[Product Information Management Setup] Figure 3. Example structure of the configured item.

Note: Model components must be marked as Optional, otherwise they will be treated as required components and
will not be available in the Configurator model structure upon import into the Configurator Modeling Environment
(CME).

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[Product Information Management Setup] Figure 4 Components.

Configurator Modeling
Model Item Snapshot Import
Before a model item defined in PIM can be extended for use as a Configurator model, the model definition must first
be imported into Fusion Configurator. A point in time representation, or snapshot, of the PIM model and its
components, its item classes and value set definitions are imported into CME and serve as the baseline version of
the model to be iterated upon in draft versions of the model.

To perform the snapshot import, navigate to Navigate to Product Management > Configurator Models

Tasks > Manage Snapshots

Then Click Actions > Import Model Item

[Configurator Modeling Setup, Item Snapshot Import] Figure 5 Importing snapshot.

Search for the model item to be imported, select it and click submit.

[Configurator Modeling Setup, Item Snapshot Import] Figure 6 searching the item.

An ESS process will be scheduled for immediate processing to import the model and its components. After the
process completes, the related snapshots will appear in the search results.

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[Configurator Modeling Setup, Item Snapshot Import] Figure 7 Snapshot in search results.

Workspaces
Workspaces are containers in which you edit and test drafts of changes that you make to configurator models. To
begin modeling, a workspace must first be created and the model items added to it. A workspace has an effective
start date, which represents the date/time the model will be effective upon releasing the model to production.

Navigate to Configurator Models > Manage Workspaces > Create Workspace. Similarly this can be done directly
from the Overview page.

[Configurator Modeling Setup, Workspace] Figure 8 creating a workspace.

Open the workspace by clicking on the workspace name or by clicking the edit (Pencil) icon.

[Configurator Modeling Setup, Workspace] Figure 9 Opening the workspace

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Once the workspace has been created, we add the Model to the workspace. This creates a draft version of the
model. Within a draft version of a model, guided selling questions or supplemental structure may be added, rules
defined as well as new user interfaces to ultimately guide sales end-users through the configuration process.

Click on Actions -> Select and Add -> Models

[Configurator Modeling Setup, Workspace] Figure 10 Adding Snapshot to workspace

Search for the model to be added to the workspace and then click OK. You may optionally add any reference
models or any updated item snapshots associated to the selected model.

[Configurator Modeling Setup, Workspace] Figure 11 Adding Snapshot to workspace

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By adding the model to the workspace, you create a draft version of the model that may then be edited. Multiple
draft versions of a model may exist in different workspaces. Each will have a different effective start date.

[Configurator Modeling Setup, Workspace] Figure 12 Model added to workspace

Click the model name ACSTTX1000 hyperlink to edit the model draft.

[Configurator Modeling Setup, Workspace, Draft Model] Figure 13 Edit model draft

Configurator Model Structure

To view components in the model structure using the item descriptions in place of the item number, select View >
View by Description for a more familiar / user-friendly display.

[Configurator Modeling Setup, Workspace, Draft Model, Structure] Figure 14 Model Structure Displaying Component Descriptions

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To enhance the end-user experience and guide users through the configuration process, create guided selling
questions using Supplemental Structures. The guided selling questions will drive the selection of components within
the model when rules are defined against them. Guided selling questions are based on supplemental structure
defined for the model. The following supplemental structure types are supported within Configurator:

Options and Option Features:

Option features and options allow you to model inputs that require the end user to select an option from a list of
options during a configuration session.

Integer and Decimal Features:

Numeric features allow you to model inputs that require the end user to enter an integer or a decimal number
during a configuration session.

Boolean Features:
Boolean features allow you to model inputs that require the end user to select a single true or false value during
a configuration session.

Text Features:
Text features allow the end user to enter plain text values at run time for use within a configuration session.
Configurator rules can get and set values of text features.

Create a guided selling question asking what is the primary usage for the notebook.

From the Structure tab > Actions > Create > Option Feature

[Configurator Modeling Setup, Workspace, Draft Model, Structure] Figure 15 Create Option Feature

Create Options under the Option Feature, which are essentially responses end-users will provide for the guided
selling question.

From the Structure tab > Actions > Create > Option

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[Configurator Modeling Setup, Workspace, Draft Model, Structure] Figure 16 Create Options

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Rules
To ensure the accuracy of your order and to ensure valid configurations are always produced by end-users,
Configurator modeling rules may be defined to drive the selection of components based on your specific business
requirements.

Business Requirement: End-users of the notebook that primarily use the device for gaming will require the higher-
end processing CPU and GPU.

Create a Configurator statement rule.

Model Draft > Rules tab > Actions > Create > Statement Rule

[Configurator Modeling Setup, Workspace, Model Draft, Rules] Figure 17 Rules

[Configurator Modeling Setup, Workspace, Model Draft, Rules] Figure 18 Creating a rule

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Select the ‘Gaming’ node in the structure tree and click on icon to add the node to the rule text.

The select the Logic Operator: REQUIRES

[Configurator Modeling Setup, Workspace, Model Draft, Rules] Figure 19 Editing a rule

In the Rule Text editor enter an open bracket with your keyboard and then select the ‘Y CPU’ node from
the structure tree and click on icon to add the node to the rule text. Back in the Rule Text editor
enter ‘AND’ manually at the end of the line with your keyboard and then select the ‘Q GPU’ node from
the structure tree and click on icon to add the node to the rule text. Finally complete the statement
by closing the bracket and click on Validate to ensure your rule syntax is correct.

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[Configurator Modeling Setup, Workspace, Model Draft, Rules] Figure 20 Validating a rule

Save and Compile the model to ensure there are no compilation errors.

[Configurator Modeling Setup, Workspace, Model Draft, Rules] Figure 21 Compiling a rule

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User Interfaces
The user interface (UI) of a configurator model is what the end user sees and interacts with to configure the product
represented by the model. Custom user interfaces may be designed to enhance the end users configuration
experience. The simple example below shows how you can replace the responses to the guided selling question:
“Primary usage for notebook?” with selectable images, which would otherwise be displayed in a list of values.

Model Draft > User Interfaces

[Configurator Modeling Setup, Workspace, Model Draft, User Interfaces] Figure 22 User Interfaces

Enter the UI name and description and select the UI Template Map: Single Page Navigation with Enhanced
Selection Controls

[Configurator Modeling Setup, Workspace, Model Draft, User Interfaces] Figure 23 Create User Interface

Next, upload images for each of the options under the option feature for the guided selling question: “Primary usage
for notebook?”

Model Draft > Structures > “Primary usage for notebook?” > “Business Applications” > UI Presentation Tab > Add
Primary Image

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[Configurator Modeling Setup, Workspace, Model Draft, Structures, UI Presentation] Figure 24 Add primary image for Business
Applications option

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Repeat the steps above for the “Gaming” and “Multimedia Production” options.

[Configurator Modeling Setup, Workspace, Model Draft, Structures, UI Presentation] Figure 25 Add primary image for Gaming and
Multimedia Production options

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Next, edit the Page Item on the user interface, replacing the default UI template for the Option Feature from: “Default
(Choice List from UI Template Map)” to “Selectable Image Group with Header”.

Model Draft > User Interfaces > Design

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[Configurator Modeling Setup, Workspace, Model Draft, User Interfaces] Figure 26 Change UI Template on Page Item

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Test Model
The Test Model facility within Fusion Configurator allows you to test the models runtime behavior prior to releasing
the model to production. With the rule and new user interface defined, test the model to verify that when ‘Gaming’ is
selected as the primary usage for the notebook, that the ‘Y CPU’ and ‘Q GPU’ are automatically selected. Also verify
that the new user interface is rendered as expected.

Model Draft > Test Model >

[Configurator Modeling Setup, Workspace, Model Draft] Figure 27 Test Model dialog

Select the “Single Page UI” user interface in the Test dialog and click OK.

Select the image assigned to the “Gaming” option and note that the “Y CPU” and “Q GPU” are automatically
selected.

[Configurator Modeling Setup, Workspace, Model Draft, Test Model] Figure 28 Testing model runtime behavior

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Model Release
Releasing a workspace makes changes to the model drafts in that workspace effective in production at a specified
date with a new version number. To make the changes made to the notebook model available in production release
the workspace ACSTTX.

Configurator Models > Manage Workspaces > Release

[Configurator Modeling Setup, Workspace, Release] Figure 29 releasing a model

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White Paper Title
February 2018
Author: Al Satchu, Alexandru Sirbu