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Personalizing and Extending

E-Business Suite

Philip Merlano
Senior Principal Technical Support Engineer

David Felton
Principal Technical Support Engineer

April 3, 2017

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Safe Harbor Statement
The following is intended to outline our general product direction.
It is intended for information purposes only, and may not be
incorporated into any contract. It is not a commitment to deliver
any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and
timing of any features or functionality described for Oracle’s
products remains at the sole discretion of Oracle.

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Agenda: Personalizations, Extensions, and
Custom Deployment

1 Personalizing E-Business Suite


2 Extending E-Business Suite
3 Deploying Customizations in 12.2

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Agenda: Personalizations, Extensions, and
Custom Deployment

1 Personalizing E-Business Suite


2 Extending E-Business Suite
3 Deploying Customizations in 12.2

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Venturing into Personalizations
Personalizing iProcurement

Make it yours

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Get Creative

Personalize for improved relevance Add new information using advanced


personalization features

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Personalize Simple to Complex
Spend a few minutes or make it a project

ADVANCED
BASIC Find Hidden Attributes COMPLEX
Personalization Features Create New Attributes Extension
Dynamic SQL

Complexity

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Personalization Profiles
Enable Personalization Features – Create / Edit
Personalize Self-Service Defn = Yes

FND: Personalization Region Link Enabled = Yes

FND: Personalization Seeding Mode = Yes

Enable (Activate) Personalizations


Disable Self-Service Personal
No (Enable Personalizations)
Yes (Disable Personalizations)

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Basic Personalization in iProcurement
• Typical Personalizations
– Prompt = <Customer Specific Value> 1

– Rendered = true / false


– Sort allowed = true / false
– Read Only = true / false
2

3
4

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Advanced Personalization in iProcurement

EXISTING
VIEW OBJECT
TIP TEXT
HIDDEN
ATTRIBUTES

Create
Item BUTTON
CREATE
ITEM
EXTERNAL
Architects
LINK and
IT Ops
Create
Item

TABLE
DYNAMIC
COLUMN
SQL
OTHER

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Personalization Example in iProcurement
A specific case example for improving an iProcurement page

• Begin with basic personalization


• Add hidden fields
• Add Dynamic SQL
• Add other complex personalizations

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Personalization Example in iProcurement
Edit and Submit Requisition

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Edit and Submit - Personalization
Before Personalizing, Expand regions on the page to see more
details already available

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Edit and Submit - Personalization
Settings / Personalize
or Personalize a specific region 1

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Edit and Submit - Personalization
Choose Complete View / Expand All
Personalize to show, hide, sort, reorder columns, set as read only

5
3
4 2

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Edit and Submit - Personalization
Use Ctrl-F to find items and edit / personalize as desired

• For example: Search for Source

2 3 4

• The top-level Column (SourceDocCol) is not set to


Rendered = true
• Click Edit for the column and set it to Rendered = true
to show the column and value

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Edit and Submit - Personalization
See the Source Document Number is now visible

• Use reorder icon to rearrange the column order

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About This Page – VO – View Objects
• Use About This Page • Attributes in the VO
• Click Expand All – Can usually be shown on the
page.
• Click the VO link
– View Object SQL Query
– Attributes • Attribute NOT in the VO
– Cannot be shown without
customization
• VO Names • Dynamic VO
• Attribute Names • OA Extensions

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View Objects / Attributes
About this Page – link near lower right corner

1
• Expand All – near upper left

2 3

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View Objects / Attributes
VO definition

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View Objects / Attributes
VO attributes

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View Objects / Attributes

• Make a list
VO Name Attribute Name

• Return to Application

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Personalize using VO attributes
Source, Destination and Buyer information on Edit Lines
3

Some information is already available by expanding detail

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Personalize using Create Item
Create Item / Column

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Personalize using Create Item
Create Item / Column (repeat for other columns)

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Personalize using Create Item
Create Item / Sortable Header (for each columnHeader)
4

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Personalize using Create Item
Create Item / Message Styled Text (for each Column)
1

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Personalize - Create Item for VO Attributes
Review the completed Personalization

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Personalized Edit and Submit page
Review the Personalized application page

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Personalize the Shopping Cart page
Seeded Shopping Cart popup page

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Personalize the Shopping Cart page
Personalized Shopping Cart popup page

1 2

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Personalize the Shopping Cart page
About this page ?

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Personalize the Shopping Cart page
Home page / Business Component References Details

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Personalize the Shopping Cart page
Shopping Cart / Personalize the lines table
1

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Personalize the Shopping Cart page
Create Item - Message Styled Text
1

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Shopping Cart
Personalized Shopping Cart

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IMPORTANT – Verify Personalizations
Personalizations

• Review existing information already available


• Plan
• Test
• Verify
• Personalization is page specific

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REFERENCES
Personalizations
• How to Add the Item Number to the Review and Submit page in Release 12.2.x (Doc ID
2015044.1)
• How to Enable Note To Buyer Field On Shopping Cart Page in iProcurement (Doc ID 1589504.1)
• How To Enter SupplierPartAuxiliaryID Manually In The Requisition (Doc ID 1920044.1)
• How To Default the Delivery and Billing Region As Expanded When Opening the Shopping Cart
Pop-Up Window in Oracle iProcurement Release 12.2.4 and Later (Doc ID 2206141.1)
• How To Make The Item Description Field To Be Updated In the Shopping Cart For Non Catalog
Items (Doc ID 1522718.1)
• How To Display Supplier Name On Requisition Tab? (Doc ID 1622483.1)
• How can the "Manage Approval" Feature in the iProcurement Requisition Approval Check Out
Page be Personalized (Hidden For Example) (Doc ID 1324311.1)

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LIMITATIONS
Personalizations
• Cannot Personalize the Item Type on the Non-Catalog Screen (Doc ID 734307.1)
• How To Personalize The Add Attachment LOV To Default 'To Approver' To The Top of
the List? (Doc ID 754676.1) Values sorted alpha by default by Controller. As a
workaround, add a space in front of value that should appear first
• FAQ: Web Procurement - Disabling Customization Checklist (Doc ID 1383536.1)
– Support can assist with some personalizations, but not with customizations, extensions, and
personalizations which include customization like external links and custom queries (Dynamic VO feature).
Even for the case show for shopping cart page where there is no about this page, this is considered
customization as the page is not intended to be personalized. Some of the values from the requisition lines
VO mentioned may not be refreshed with cached values while navigating in the shopping cart page. As
mentioned, please be sure to test thoroughly any personalization to ensure it provides accurate information
for various navigation scenarios and various data content

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Personalization / Customization
NEW 12.2 Dynamic VO feature

• Personalization to the next level


• Dynamic VO
– Show a new table of information on an application page
• Show columns of data in the new table
• Cannot add columns to an existing table using Dynamic VO
– Use an existing VO attribute value from the page as a Bind
Variable value in the new Dynamic VO

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Personalization / Customization
NEW 12.2 Dynamic VO feature

• Compose SQL query in SQLDeveloper

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Personalization / Customization
NEW 12.2 Dynamic VO feature

• Personalization Page / Model Personalization

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Personalization / Customization
NEW 12.2 Dynamic VO feature – View Object Creation

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Personalization / Customization
NEW 12.2 Dynamic VO feature

• Dynamic VO Sql / Bind Variable / Attributes


• select pecx.full_name Preparer, prha.segment1 Requisition, prla.line_num Line,
prha.approved_date, msib.segment1 Item, prla.item_description Description, prla.quantity
Quantity, prla.unit_price Price from po_requisition_headers_all prha, po_requisition_lines_all
prla, mtl_system_items_b msib, per_employees_current_x pecx, po_requisition_lines_all prla1
where pecx.employee_id = prha.preparer_id and msib.organization_id =
prla.destination_organization_id and msib.inventory_item_id = prla.item_id and
prha.authorization_status = 'APPROVED' and prha.approved_date > (sysdate - 60) and
prha.requisition_header_id = prla.requisition_header_id and prla.item_id = prla1.item_id and
prla1.requisition_header_id = :1 order by prha.approved_date desc
• Bind Variable = ${oa.ReqSummaryVO.RequisitionHeaderId}

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Personalization / Customization
NEW 12.2 Dynamic VO feature

• NOTE: We have not added any personalization yet to use the new Dynamic VO. We have only
created the new View Object.

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Personalization / Customization
NEW 12.2 Dynamic VO feature
1
2

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Personalization / Customization
NEW 12.2 Dynamic VO feature

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Personalization / Customization
NEW 12.2 Dynamic VO feature

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Personalization / Customization
NEW 12.2 Dynamic VO feature
1

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Personalization / Customization
NEW 12.2 Dynamic VO feature
3

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Personalization / Customization
NEW 12.2 Dynamic VO feature

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Personalization / Customization
NEW 12.2 Dynamic VO feature

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Personalization / Customization
NEW 12.2 Dynamic VO feature

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Personalization – Get Creative
Implement Personalization to Make it Yours

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Expanding with Flexfields
DFF – Descriptive Flex Fields in iProcurement

Make it yours

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Flexfields Simple to Complex
Spend a few minutes or make it a project

ADVANCED
BASIC COMPLEX
Selective
Standard DFF Segments Context Sensitive
Show/Hide/Read Only

Complexity

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Advanced DFFs in iProcurement

Make it
relevant

DFF SHOW HIDE READ ONLY


Segments

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Basic Standard DFF Segments
in iProcurement
Specify segments and set them to Displayed / Enabled. Save

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DFF Segments in iProcurement
Personalize the iProcurement page(s) to Show the DFF

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DFF Segments in iProcurement
Complete View / Expand All – Search and edit the Flex row

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DFF Segments in iProcurement
Set Rendered = true, and click Apply / Return to Application

1 2

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DFF Segments in iProcurement
The DFF attributes are displayed. Asterisk indicated ‘Required’

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DFF Segments in iProcurement
Specify segments and set “Read only”– Global Data Elements|COLOR|FINISH($RO$)

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Complex DFFs in iProcurement
Context Sensitive with or without standard POR_CUSTOM_PKG

• Context Sensitive – define your own context


– Specify segments for context(s) at Header/Line/Distr level
– Set profiles to choose context at Header/Line/Distr level
• Requisition Header (Set context at SITE level only)
• Requisition Line (Set context at SITE level only)
• Requisition Distribution (Set context at SITE or Responsibility level)
– Personalize: all segments relevant for the chosen context
– Personalize: specific segments - Show / Hide / Read Only
• POR_CUSTOM_PKG: Default and/or Validate

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Complex DFFs in iProcurement
Profiles for Context DFFs and for POR_CUSTOM_PKG

• Profiles
– Context – Set the context for requisition Header/Line/Distr
• POR: Context value for Requisition header descriptive flexfield
• POR: Context value for Requisition line descriptive flexfield
• POR: Context value for Requisition distribution descriptive flexfield
– POR_CUSTOM_PKG – Enable custom Default / Validate
• POR: Enable Req Header Customization
• POR: Enable Requisition Line Customization
• POR: Enable Req Distribution Customization

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REFERENCES
Descriptive Flexfields
• What Is the Option For Context Flexfield If $PROFILES$.ORG_ID Is Not Available In iProcurement
(Doc ID 456339.1)
– Setup a single Context, and then use personalization to show / hide certain segments at various personalization levels

• How To Make DFF Mandatory When Not Required In The Definition (Doc ID 2086831.1)
– Use POR_CUSTOM_PKG validation procedures

• Validation on Mandatory Descriptive Flex Field (DFF) is not working in POP UP shopping cart
(Doc ID 2147848.1)
– Add validation at the submit page

• FAQ: POR_CUSTOM_PKG (PORCUSTB.pls) For Implementing Default and Validate Customizations


in iProcurement Requisition Headers, Lines, and Distributions (Doc ID 1942913.1)

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LIMITATIONS
Descriptive Flexfields
LIMITATIONS
Why Are iProcurement Users Not Able To Choose The Context Tor A Descriptive Flexfield (DFF)
That Is Setup With Multiple Context Values? (Doc ID 1576419.1)

KNOWN ISSUES / FIXED


Context Sensitive DFF Is Not Copying From Shopping Cart To Edit Requisition Pages. (Doc ID
2028657.1)
Patch 20249399.R12.ICX.D - CONTEXT SENSITIVE DFF DOES NOT COPY FROM SHOPPING CART

ENHANCEMENT REQUESTS - Communities / Create an Idea


Log an idea in communities to show your interest in specific enhancement request
Vote or comment on existing ideas (Enhancement Requests) to show your interest

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50%
Is it relevant?
Is it clear?
Can it be improved?

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Personalization and DFFs
Venture and Expand
Personalizations

Get creative
Design a plan
Implement and test
Validate and verify

Make it yours!

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Agenda: Personalizations, Extensions, and
Custom Deployment

1 Personalizing E-Business Suite


2 Extending E-Business Suite
3 Deploying Customizations in 12.2

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Oracle Application Framework
Personalization, Extension, and Customization

• Personalization
• Declarative UI modifications like reorder, hide/show, and rename
components
• Administrator defined or End-user defined
• Withstands upgrades to base page definition

• Extension
• New pages or modules that extend Oracle Application functionality
• Encompass UI, business components logic, and controller code
• Customization
• Invasive code changes to XML or Java code shipped in Oracle Applications
• Does not withstand upgrades due to code changes

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OA Framework Extensions
Model Extensions
Declarative Definitions
• Ability to add or modify
Base Business Object
attributes and business
logic
Extends
• Store modified objects as
Custom Object
substitutions implements business
logic extensions
• Base object is unchanged
Substitution:
oracle.apps.po.OrderBizObj =
partner.oracle.apps.po.PartnerOrderBizObj

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OA Framework Extensions
Oracle Support Engagement

• Setting up JDeveloper to run the Hello World page from


test_fwktutorial.jsp
• Problems deploying customizations and extensions
• Oracle Application Framework Support Guidelines for
Customers (Doc ID 275846.1)

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Deploying Extensions
Developing and Deploying Customizations in Oracle E-Business
Suite Release 12.2 (Doc ID 1577661.1)
• Section 1.6.3.5: Deploying OA Framework Business Logic
Extensions
• For OA Extension Controller Java class file changes and BC4J XML
file changes, copy the .class and .xml files to
$JAVA_TOP/<Company identifier>/*
• Run adcgnjar utility
• Import JRAD xml file using xmlimporter and jpximporter.
• Section 1.5.4: Adding Entries to the Custom Synchronization
Driver File

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OA Framework Extensions
Jdeveloper and creating a custom product top

• Use Note 416708.1 How to Find the Correct Version of


JDeveloper to Use with E-Business Suite 11i or Release
12.x to find the correct patch for your E-Business Suite
version
• Creating a Custom Application in Oracle E-Business
Suite Release 12.2 (Doc ID 1577707.1)
Run adsplice

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Installing and Configuring JDeveloper
Oracle Applications Framework: Setting up JDeveloper R12.1 to
R12.2 (Doc ID 2137492.1)

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Installing and Configuring JDeveloper
Oracle Applications Framework: Setting up JDeveloper R12.1 to
R12.2 (Doc ID 2137492.1)

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Installing and Configuring JDeveloper
Common problems
• 12c database causes ORA-28040
sqlnet.ora file on server side is changed to include :

SQLNET.ALLOWED_LOGON_VERSION_CLIENT=8
SQLNET.ALLOWED_LOGON_VERSION_SERVER=8

and listener is restarted (stop/start)


• Point to one RAC node and don’t use scan listener

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Running an application page from
JDeveloper
Copy server source files to local PC
• Copy all *.class and *.xml files from $JAVA_TOP/oracle to
jdev/jdevhome/myclasses
• Copy all product files for the product you’re extending to
jdev\myprojects\oracle\apps\<Product code>
For example, for iProcurement, copy
$JAVA_TOP/oracle/apps/icx/* to jdev\myprojects\oracle\apps\icx
• Copy files from $PRODUCT_TOP/mds to
jdev\myprojects\oracle\apps\<Product code>
For example copy directories from $ICX_TOP/mds to
jdev\myprojects\oracle\apps\icx

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Running an application page from
JDeveloper
Uncheck XML Syntax

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VO Extension
Search for Supplier in Requisitions Search

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VO Extension
About this Page->About View Objects

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VO Extension
About this Page->About View Objects

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VO Extension
Create New View Object

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VO Extension
Create View Object

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VO Extension
Change SQL to add rows

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Deploying Extensions
Developing and Deploying Customizations in Oracle E-Business
Suite Release 12.2 (Doc ID 1577661.1)
• Section 1.6.3.5: Deploying OA Framework Business Logic
Extensions
• For OA Extension Controller Java class file changes and BC4J XML
file changes, copy the .class and .xml files to
$JAVA_TOP/<Company identifier>/*
• Run adcgnjar utility
• Import JRAD xml file using xmlimporter and jpximporter.
• Section 1.5.4: Adding Entries to the Custom Synchronization
Driver File

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VO Extension
Import Project

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VO Extension
Run adcgjar and bounce oacore

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VO Extension
Create Item for each field added to the VO

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VO Extension
About this Page->About View Objects

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VO Extension
Search and Select: Supplier

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Inspecting the MDS Repository
JDR_UTILS

• set serveroutput on
exec jdr_utils.listcustomizations(‘<Page Name>');
• For example,
SQL> exec
jdr_utils.listcustomizations('/oracle/apps/icx/lov/webui/RcvSupplierLovRN');
/oracle/apps/icx/lov/webui/customizations/site/0/RcvSupplierLovRN

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Inspecting the MDS repository
JDR_UTILS

• set serveroutput on
exec jdr_utils.printDocument(‘<Page Name>');
• SQL> exec
JDR_UTILS.printDocument('/oracle/apps/icx/lov/webui/customizations/site/0/RcvSupplierLovRN');
<modifications>
<move element="RcvSupplierLovVendorName" after="RcvSupplierLovVendorId"/>
<insert after="RcvSupplierLovVendorName">
<oa:messageStyledText id="SubstrInvoiceCurrencyCode15" adminCustomizable="true"
prompt="Invoice Currency Code"
viewAttr="SubstrInvoiceCurrencyCode15" viewName="xxSupplierSrchLovVO“

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Inspecting the MDS repository
JDR_UTILS

• set serveroutput on;


exec jdr_utils.listdocuments(‘<Package path>', TRUE);
• Sample output
SQL> exec jdr_utils.listdocuments('/oracle/apps/icx/lov/server', TRUE);
Printing contents of /oracle/apps/icx/lov/server recursively
/oracle/apps/icx/lov/server/customizations/site/0/SupplierSrchLovVO

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Inspecting the MDS repository
JDR_UTILS

• set serveroutput on
exec jdr_utils.printDocument(‘<Page Name>');
• exec
JDR_UTILS.printDocument('/oracle/apps/icx/lov/server/customizations/site/0/
SupplierSrchLovVO');
customizes="/oracle/apps/icx/lov/server/SupplierSrchLovVO">
<replace
with="/phl/oracle/apps/icx/lov/server/xxSupplierSrchLovVO"/>
</customization>

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Inspecting the MDS repository
JDR_UTILS

• set serveroutput on
exec jdr_utils.deletedocument(‘<Page Name>');
commit;
• exec
jdr_utils.deletedocument('/oracle/apps/icx/lov/server/customizations/site/0/SupplierSrchLovVO');
Commit;

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Troubleshooting Deployment of VO
Extensions

• Disable Personalizations profile option shouldn’t be set


to ‘Yes’
• jpx file incorrect
• Check to be sure that custom xml and class file are in
customall.jar. unzip –l customall.jar

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OA Framework Manage Levels
To delete problem Personalizations

• Navigate to Functional Administrator -> Manage Levels


• Query page by application and Last Updated Date

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OA Framework Manage Levels
To delete problem Personalizations

• Select Personalization and delete or disable

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OA Framework Personalization
Support Undo Personalization

• Provide the ability to revert all Admin-Level personalizations


made for a given level and context value during a browser session
Helpful if a personalization has caused an error to occur upon
returning to the base page from the personalization UI
• Access Undo Personalization from the Manage Levels page
• How to Remove / Disable an OA Framework Personalization
(Doc ID 304670.1)

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Agenda: Personalizations, Extensions, and
Custom Deployment

1 Personalizing E-Business Suite


2 Extending E-Business Suite
3 Deploying Customizations in 12.2

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Deploying Extensions
Developing and Deploying Customizations in Oracle E-Business
Suite Release 12.2 (Doc ID 1577661.1)
• Section 1.6.3.5: Deploying OA Framework Business Logic
Extensions
• For OA Extension Controller Java class file changes and BC4J XML
file changes, copy the .class and .xml files to
$JAVA_TOP/<Company identifier>/*
• Run adcgnjar utility
• Import JRAD xml file using xmlimporter and jpximporter.
• Section 1.5.4: Adding Entries to the Custom Synchronization
Driver File

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Using XMLImporter to import a page

java oracle.jrad.tools.xml.importer.XMLImporter
/u01/oracle/VIS/fs2/EBSapps/appl/phl/mds/test/webui/HelloWorldPG.x
ml \
-username apps -password apps \
-dbconnection
"(description=(address_list=(ADDRESS=(PROTOCOL=TCP) \
(HOST=xxxxxx.us.oracle.com)(PORT=1521)))(CONNECT_DATA=(SID
=VIS)))" \
-rootdir /u01/oracle/VIS/fs2/EBSapps/appl/phl/mds \
-rootPackage /phl/oracle/apps/phl

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Section 1.5.4: Adding Entries to the
Custom Synchronization Driver File
Section 1.5.4: Adding Entries to the Custom
Synchronization Driver File

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Deploying OA Framework to Non-Standard
Location
• Section 1.5.5: Deploying Java Files at Non-Standard Location(s) for
Custom Products from Developing and Deploying Customizations
in Oracle E-Business Suite Release 12.2 (Doc ID 1577661.1)
• How to deploy customizations that are created in the package
oracle.apps.xxprod.* rather than xxprod.oracle.apps.* or
xxprod.oracle.apps.xxprod.*
on EBS 12.2.X? (Doc ID 1609939.1)
• <FND_TOP>/admin/template/ebsProductManifest_xml.tmp to add
the entry below for customprod.jar

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$JAVA_TOP in 12.1 and 12.2

• In 12.1, class file are called individually


• In 12.1, OC4J loads the classes from the file orion-
application.xml, located under
$ORA_CONFIG_HOME/10.1.3/j2ee/oacore/application-
deployments/oacore.
•In 12.2, class files are called from jar files generated by
adadmin under $JAVA_TOP/oracle/apps/fnd/jar.

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Shared Libraries / Manifest Jar Files within
Applications EBS
Example of the directory structure for a shared library:
ebsProductManifest.jar
• COMMON_TOP
• shared-libs Bash $ unzip -l
ebsProductManifest.jar
• ebsProductManifest.xml
Archive: ebsProductManifest.jar
• ebs-product Length Date Time Name
-------- ---- ---- ----
• WEB-INF 0 07-15-14 12:56 META-INF/
9363 07-15-14 12:56 META-
• web.xml INF/MANIFEST.MF
• Lib
• ebsProductManifest.jar

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Example of MANIFEST.MF from
ebsProductManifest.jar

Manifest-Version: 1.0
Implementation-Vendor: Oracle Corporation
Implementation-Version: Oracle E-Business Suite 12.2.0
Class-Path: ../../../../java/classes/oracle/apps/fnd/jar/adall.jar
.. /../../../java/classes/oracle/apps/fnd/jar/ahlall.jar
../../../../java/classes/oracle/apps/fnd/jar/akall.jar
../../../../java/classes/oracle/apps/fnd/jar/alrall.jar
../../../../java/classes/oracle/apps/fnd/jar/ameall.jar
../../../../java/classes/oracle/apps/fnd/jar/amsall.jar.
……
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Restricted
OA Framework Notes – Troubleshooting
Fast deployment of code for development

• 11i - 12.2 Oracle Application Framework Troubleshooting


Guide (Doc ID 1496055.1)
• Appendix C: Deploying Debug Classes, Jar files and .jsp
Files
• Change WebLogic to Development mode
• Deploy to $OA_HTML/WEB-INF/classes
• Bounce oacore
• No need to regenerate jar files

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OA Framework Notes – Added Features

• Oracle Application Framework Release Notes for


Release 12.2.6 (Doc ID 2172918.1)
• Oracle Application Framework Profile Options, Release
12.2.6 (Doc ID 2172925.1)
• 12.2 Developer’s and Personalization guide
http://docs.oracle.com->Applications
• 11i - 12.2 Oracle Application Framework
Troubleshooting Guide (Doc ID 1496055.1)

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