Use Only: R12 Oracle Applications System Administrator Fundamentals

R12 Oracle Applications System
Administrator Fundamentals
Volume 3 - Student Guide
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Copyright © 1996, 2007, Oracle. All rights reserved.
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Author
Mildred Wang, Robert Farrington, Clara Jaeckel, Melody Yang
Technical Contributors and Reviewers
Donna Johnson, Leta Davis, Barbara Waddoups, Gary Lemmons, Roman Kratochvil, Roger
Wigenstam, Venkata Vengala, Biju Mohan, Gursat Olgun, Maxine Zasowski, Sunil Ghosh
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This book was published using: oracletutor
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Table of Contents
Introduction .....................................................................................................................................................1-1
Introduction ...................................................................................................................................................1-3
Course Objectives..........................................................................................................................................1-4
Overview .......................................................................................................................................................1-5
Oracle Applications System Administration .................................................................................................1-6
Oracle Workflow Component........................................................................................................................1-7
Oracle Applications Flexfields Component...................................................................................................1-8
Additional Material........................................................................................................................................1-9
Introduction to Oracle Applications Security ...............................................................................................2-1
Introduction to Oracle Applications Security ................................................................................................2-3
Objectives ......................................................................................................................................................2-4
Successive Layers of Access Control ............................................................................................................2-5
Increasing Flexibility and Scalability ............................................................................................................2-6
Function Security...........................................................................................................................................2-8
Data Security .................................................................................................................................................2-9
Oracle User Management Layers of Access Control.....................................................................................2-11
Role Based Access Control (RBAC) .............................................................................................................2-12
Delegated Administration..............................................................................................................................2-14
Registration Processes ...................................................................................................................................2-16
Self Service and Approvals ...........................................................................................................................2-18
Summary........................................................................................................................................................2-19
Function Security.............................................................................................................................................3-1
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Objectives ......................................................................................................................................................3-4
Overview of Function Security......................................................................................................................3-5
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Defining a New Application User .................................................................................................................3-7
Custom Applications .....................................................................................................................................3-8
Defining an Application ................................................................................................................................3-9
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Registering an Oracle ID ...............................................................................................................................3-10
Data Groups...................................................................................................................................................3-11
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Securing Functions ........................................................................................................................................3-13
Defining a Menu............................................................................................................................................3-14
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Identifying Existing Menu Structures...........................................................................................................3-16
Menu Guidelines ...........................................................................................................................................3-17
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Creating a Menu ............................................................................................................................................3-18
Modifying an Existing Menu Definition ......................................................................................................3-20
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Navigator Menus ...........................................................................................................................................3-21
The Menu Viewer..........................................................................................................................................3-22
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Viewing Node Properties in the Menu Viewer..............................................................................................3-23
Adding a Custom Form Function ..................................................................................................................3-24
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Using Responsibilities ...................................................................................................................................3-25
Responsibility Components ...........................................................................................................................3-27
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Defining a New Responsibility......................................................................................................................3-28
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Responsibility Creation Process ....................................................................................................................3-29
Defining a New Responsibility......................................................................................................................3-30
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Excluding Functions and Menus ...................................................................................................................3-31
Summary........................................................................................................................................................3-32
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Introduction to Data Security.........................................................................................................................4-1
O Objectives ......................................................................................................................................................4-4
Copyright © Oracle Corporation, 2006. All rights reserved.
R12 System Administrator Fundamentals Table of Contents

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Data Security Components - Objects.............................................................................................................4-7
Grants ............................................................................................................................................................4-8
Permissions and Permission Sets...................................................................................................................4-9
Data Security Policies....................................................................................................................................4-10
Example of a Data Security Policy ................................................................................................................4-11
Summary........................................................................................................................................................4-12
Introduction to Oracle User Management ....................................................................................................5-1
Introduction to Oracle User Management .....................................................................................................5-3
Objectives ......................................................................................................................................................5-4
What Is Oracle User Management? ...............................................................................................................5-5
Access Control Model ...................................................................................................................................5-6
Successive Layers of Access Control ............................................................................................................5-7
Increased Flexibility and Scalability..............................................................................................................5-8
Responsibilities..............................................................................................................................................5-10
Data Security .................................................................................................................................................5-11
Role Based Access Control (RBAC) .............................................................................................................5-12
Delegating to Proxy Users .............................................................................................................................5-15
Provisioning Services ....................................................................................................................................5-16
Self-Service and Approvals ...........................................................................................................................5-18
Login Assistance ...........................................................................................................................................5-19
Summary........................................................................................................................................................5-20
Implementing Oracle User Management.......................................................................................................6-1
Objectives ......................................................................................................................................................6-4
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Steps for Implementing Oracle User Management........................................................................................6-6
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Configuring and Testing Oracle User Management ......................................................................................6-9
Introduction to Roles .....................................................................................................................................6-10
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Examples of Roles .........................................................................................................................................6-11
Defining Roles: Data Security Policies .........................................................................................................6-12
Defining Roles: Assigning a Single Responsibility and All Its Functions to a Role .....................................6-13
Assigning a Single Responsibility to a Role and Granting Specific Functions to a Role ..............................6-14
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Defining Roles: Assigning Multiple Responsibilities to a Role ....................................................................6-15
Role Inheritance Hierarchies .........................................................................................................................6-16
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Role Categories .............................................................................................................................................6-17
Assigning Permissions to Roles.....................................................................................................................6-18
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Advantages of Roles Over Responsibilities...................................................................................................6-20
Phase II: Define Roles ...................................................................................................................................6-22
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Steps for Creating Roles: Define a Role Category ........................................................................................6-23
Steps for Creating Roles: Create a Role within the Role Category ...............................................................6-24
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Steps for Creating Roles: Place Role in Role Inheritance Hierarchy.............................................................6-25
Steps for Creating Roles: Assign Permissions to Roles.................................................................................6-26
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Steps for Creating Roles: Assign Role to a New Person ...............................................................................6-27
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Steps for Creating Roles: Test Role as Customer Administrator...................................................................6-28
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What Is Delegated Administration?...............................................................................................................6-30
User Administration Privileges......................................................................................................................6-31
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User Administration Privileges (cont.) ..........................................................................................................6-32
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Role Administration Privileges......................................................................................................................6-33
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Seeded Permissions for User Administration ................................................................................................6-34
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Managing Roles with Role Administration ...................................................................................................6-35
Seeded Permissions for Role Administration ................................................................................................6-36
O Organization Administration Privileges ........................................................................................................6-37

Seeded Permissions for Organization Administration ...................................................................................6-38

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Delegated Administration vs. Traditional System Administration ................................................................6-39
Phase III: Setting Up Delegated Administration ...........................................................................................6-40
Steps for Implementing Delegated Administration: Set Up User Administration for a Role ........................6-41
Steps for Implementing Delegated Administration .......................................................................................6-42
Registration Processes ...................................................................................................................................6-45
Registration Processes: Core Components ....................................................................................................6-47
Self-Service Account Requests......................................................................................................................6-48
Requests for Additional Access.....................................................................................................................6-49
Account Creation by Administrators .............................................................................................................6-50
Phase IV: Creating Registration Processes ....................................................................................................6-51
Steps for Creating Registration Processes: Provide Required Description Information................................6-52
Steps for Creating Registration Processes: Enter Runtime Execution Information.......................................6-54
Steps for Creating Registration Processes: Enter Eligibility Information......................................................6-55
Steps for Creating Registration Processes: Register Subscriptions to Business Events ................................6-56
Steps for Creating Registration Processes: Optionally Set Profile Options...................................................6-57
Steps for Creating Registration Processes: Optionally Set Login Page UI Attributes...................................6-59
Steps for Creating Registration Processes: Test as Customer Administrator ................................................6-61
Managing Proxy Users ..................................................................................................................................6-62
Self-Service Features.....................................................................................................................................6-64
Login Assistance ...........................................................................................................................................6-66
Summary........................................................................................................................................................6-67
Profile Options .................................................................................................................................................7-1
Managing Profile Options..............................................................................................................................7-3
Objectives ......................................................................................................................................................7-4
Personal Profile Values .................................................................................................................................7-5
System Profile Options - Profile Hierarchy Types ........................................................................................7-6
Profile Hierarchy Levels - Security ...............................................................................................................7-7
Profile Hierarchy Levels – Organization .......................................................................................................7-8
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Profile Hierarchy Levels - Server ..................................................................................................................7-9
System Profile Options..................................................................................................................................7-10
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Using User Profile Values as Defaults .........................................................................................................7-11
Profile Categories ..........................................................................................................................................7-12
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Auditing Related Profile Options ..................................................................................................................7-13
Currency-Related Options .............................................................................................................................7-15
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Flexfield-Related Options..............................................................................................................................7-16
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Online Reporting-Related Options ................................................................................................................7-18
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Personal Output Viewer Options ...................................................................................................................7-19
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User-Related Concurrent Request Profile Options ........................................................................................7-20
Security Signon Profile Options ....................................................................................................................7-22
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Summary........................................................................................................................................................7-24
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Auditing System Resources.............................................................................................................................8-1
Auditing System Resources...........................................................................................................................8-3
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Objectives ......................................................................................................................................................8-4
Auditing Oracle Applications ........................................................................................................................8-5
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Auditing User Activity ..................................................................................................................................8-6
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Signon Audit Profile Option..........................................................................................................................8-7
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Signon Audit Reports ....................................................................................................................................8-8
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Signon Audit Forms Report...........................................................................................................................8-9
Signon Audit Concurrent Requests Report....................................................................................................8-10
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Signon Audit Responsibilities Report............................................................................................................8-11
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Signon Audit Unsuccessful Logins Report....................................................................................................8-12
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Signon Audit Users Report............................................................................................................................8-13
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Purge Audit Records......................................................................................................................................8-14
Monitor Users Window .................................................................................................................................8-15
O Auditing Database Changes...........................................................................................................................8-16

Steps for Setting Up AuditTrail.....................................................................................................................8-17

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Identify Tables and Columns to Audit...........................................................................................................8-18
Create an Audit Group...................................................................................................................................8-19
Audit Tables Window....................................................................................................................................8-20
Identifying the Schema to be Audited ...........................................................................................................8-21
Enabling Audit Processing ............................................................................................................................8-22
Audit Shadow Tables.....................................................................................................................................8-23
Shadow Table Views .....................................................................................................................................8-24
Summary........................................................................................................................................................8-25
Managing Printers...........................................................................................................................................9-1
Managing Printers..........................................................................................................................................9-3
Objectives ......................................................................................................................................................9-4
Oracle Print Definition Components .............................................................................................................9-5
Relationships of the Printer Components ......................................................................................................9-7
Formatting Information .................................................................................................................................9-8
Defining Printers............................................................................................................................................9-10
Finding Existing Printer Types......................................................................................................................9-11
Registering a New Printer..............................................................................................................................9-12
Defining a New Printer Type.........................................................................................................................9-13
Printing with Pasta.........................................................................................................................................9-14
Setup for Basic Printing with Pasta ...............................................................................................................9-15
The pasta.cfg file ...........................................................................................................................................9-16
Modifying an Existing Printer Type to Use Pasta .........................................................................................9-17
Generating Other Formats using the Preprocessing Option...........................................................................9-19
Using Pasta with XML Publisher ..................................................................................................................9-20
Other Customization Materials for Oracle Applications Printing..................................................................9-22
Introduction to Oracle Applications Manager..............................................................................................10-1

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Summary........................................................................................................................................................9-23
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Introduction to Oracle Applications Manager (OAM) ..................................................................................10-3
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Objectives ......................................................................................................................................................10-4
What is Oracle Applications Manager? .........................................................................................................10-5
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Benefits of Oracle Applications Manager......................................................................................................10-6
Oracle Applications Manager Integrates with … ..........................................................................................10-7
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Application Management Pack for Oracle E-Business Suite.........................................................................10-9
Navigation in OAM .......................................................................................................................................10-10
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Applications Dashboard ................................................................................................................................10-11
Site Map.........................................................................................................................................................10-13
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Administration...............................................................................................................................................10-14
Monitoring.....................................................................................................................................................10-15
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Maintenance ..................................................................................................................................................10-16
Diagnostics and Troubleshooting ..................................................................................................................10-17
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Setting Up Oracle Applications Manager......................................................................................................10-18
Summary........................................................................................................................................................10-19
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System Monitoring in Oracle Applications Manager...................................................................................11-1
System Monitoring in Oracle Applications Manager ....................................................................................11-3
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Objectives ......................................................................................................................................................11-4
System Status Overview................................................................................................................................11-5
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System Status – Configuration Changes........................................................................................................11-7
System Status – Web Components Status .....................................................................................................11-8
System Status – System Alerts ......................................................................................................................11-10
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System Status – User Initiated Alerts ............................................................................................................11-12
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Performance...................................................................................................................................................11-13
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Critical Activities...........................................................................................................................................11-15
Critical Activities Setup.................................................................................................................................11-16
O System Alerts, Metrics, Logs.........................................................................................................................11-17

Database Initialization (init.ora) Parameters..................................................................................................11-19

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Business Flows ..............................................................................................................................................11-20
Monitoring Oracle E-Business Suite Security ...............................................................................................11-22
Monitoring E-Business Suite Security Setup - Diagnostic Tests...................................................................11-24
Applications Dashboard - Security ................................................................................................................11-25
Database Status Details .................................................................................................................................11-26
Application Services......................................................................................................................................11-27
Monitoring Forms..........................................................................................................................................11-28
Forms Runaway Processes ............................................................................................................................11-29
Forms Sessions ..............................................................................................................................................11-31
Forms Runtime Processes..............................................................................................................................11-33
Host Management..........................................................................................................................................11-35
Host Management - Status.............................................................................................................................11-37
Host Management - Configuration ................................................................................................................11-38
Setting Up Oracle Applications Manager......................................................................................................11-39
Dashboard Configuration and Alerting Setup................................................................................................11-40
Setting Up Dashboard Configuration and Alerting .......................................................................................11-41
OracleMetaLink Credentials Setup................................................................................................................11-43
Knowledge Base Setup..................................................................................................................................11-44
Concurrent Requests Setup............................................................................................................................11-45
Signon Audit Setup........................................................................................................................................11-46
Summary........................................................................................................................................................11-47
Diagnostics and Troubleshooting with Oracle Applications Manager .......................................................12-1
Oracle Applications Manager - Diagnostics and Troubleshooting ................................................................12-3
Objectives ......................................................................................................................................................12-4
Diagnostics and Troubleshooting in Oracle Applications Manager ..............................................................12-5
Applications Dashboard - Diagnostics ..........................................................................................................12-7
Troubleshooting Wizards...............................................................................................................................12-9
Concurrent Manager Recovery Wizard .........................................................................................................12-11
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Generic Collection Service (GCS) and Forms Monitoring Wizard ...............................................................12-14
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Service Infrastructure Wizard........................................................................................................................12-13
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CP Signature..................................................................................................................................................12-15
Dashboard Collection Wizard........................................................................................................................12-17
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Support Cart...................................................................................................................................................12-18
Summary........................................................................................................................................................12-20
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Managing Concurrent Programs and Reports .............................................................................................13-1
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Managing Concurrent Requests.....................................................................................................................13-3
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Objectives ......................................................................................................................................................13-4
Concurrent Requests, Programs, and Managers ............................................................................................13-6
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Business Needs for Concurrent Processing ...................................................................................................13-7
Business Needs for Standard Request Submission........................................................................................13-8
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Definitions .....................................................................................................................................................13-9
Submit Request Flow.....................................................................................................................................13-11
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Submit a New Request ..................................................................................................................................13-12
Using the Parameters Window ......................................................................................................................13-13
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Defining a Submission Schedule ...................................................................................................................13-14
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Defining Completion Options........................................................................................................................13-16
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Request ID .....................................................................................................................................................13-17
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Reprinting a Report .......................................................................................................................................13-18
Use the Requests Window to View and Change Requests ............................................................................13-19
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How to Use the Requests Window ................................................................................................................13-20
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Using the Requests Window..........................................................................................................................13-21
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Viewer Options Window ...............................................................................................................................13-23
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Canceling a Request ......................................................................................................................................13-24
Holding a Request .........................................................................................................................................13-25
O Changing Request Options ............................................................................................................................13-26

Four Phases of a Concurrent Request ............................................................................................................13-27

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Pending Phase................................................................................................................................................13-28
Running Phase ...............................................................................................................................................13-29
Completed Phase ...........................................................................................................................................13-30
Inactive Phase................................................................................................................................................13-31
System Administrator Monitoring Privileges ................................................................................................13-32
Review Log Files...........................................................................................................................................13-33
Managing Log Files and Tables ....................................................................................................................13-34
Purge Request Results ...................................................................................................................................13-35
Grouping Concurrent Programs and Requests...............................................................................................13-36
Creating a Request Group..............................................................................................................................13-38
Using a Request Group with a Code..............................................................................................................13-39
Submitting Requests: Form Compared with Responsibility..........................................................................13-40
Implementing a Coded Request Group..........................................................................................................13-41
Customization Example.................................................................................................................................13-42
Creating the New Form Function ..................................................................................................................13-43
Passable Request Parameters.........................................................................................................................13-44
Adding the Function to the Menu..................................................................................................................13-45
Defining a Request Set ..................................................................................................................................13-46
Request Set Stages.........................................................................................................................................13-47
Stage Status ...................................................................................................................................................13-48
Linking of Stages...........................................................................................................................................13-50
Defining Request Sets Step 1: Enter Request Set Name ...............................................................................13-51
Defining Request Sets Step 2: Define a Stage ...............................................................................................13-53
Defining Request Sets Step 3: Enter Requests for Stage ...............................................................................13-54
Defining Request Sets Step 4: Enter Request Parameter...............................................................................13-55
Defining Request Sets Step 5: Link Stages ...................................................................................................13-56
Submitting a Request Set...............................................................................................................................13-57
User Request Set Privileges...........................................................................................................................13-58
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System Administrator Request Set Privileges ...............................................................................................13-59
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Summary........................................................................................................................................................13-60
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Administering Concurrent Managers............................................................................................................14-1
Administering Concurrent Managers.............................................................................................................14-3
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Objectives ......................................................................................................................................................14-4
Concurrent Requests, Programs, and Processes ............................................................................................14-5
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Overview of Concurrent Processing ..............................................................................................................14-6
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Generic Service Management (GSM)............................................................................................................14-7
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Defining a Concurrent Manager ....................................................................................................................14-8
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Defining Work Shifts.....................................................................................................................................14-10
Balancing Process Workload Over Time.......................................................................................................14-11
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Work Shift Hierarchy ....................................................................................................................................14-12
Concurrent Managers Window: Program Libraries.......................................................................................14-13
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Assigning Workshifts to a Manager ..............................................................................................................14-14
Specializing a Concurrent Manager...............................................................................................................14-15
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Specializing a Concurrent Manager: Combined Rules ..................................................................................14-16
Specialization Rules ......................................................................................................................................14-17
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Action Types .................................................................................................................................................14-18
Combining Multiple Actions Within Rules ...................................................................................................14-19
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Concurrent Request Types.............................................................................................................................14-20
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Using Request Types .....................................................................................................................................14-21
Conflicts Domains .........................................................................................................................................14-22
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Processing Conflicts Domains.......................................................................................................................14-24
Control Functions of Concurrent Managers ..................................................................................................14-25
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Internal Monitor and ICM .............................................................................................................................14-27
Defining a Transaction Manager ...................................................................................................................14-28
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Viewing Log and Output Files ......................................................................................................................14-29
Managing Parallel Concurrent Processing.....................................................................................................14-30

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Summary........................................................................................................................................................14-32
Introduction to Oracle Workflow ..................................................................................................................15-1
Introduction to Oracle Workflow ..................................................................................................................15-3
Objectives ......................................................................................................................................................15-4
Enabling E-Business......................................................................................................................................15-5
Inter-Enterprise Business Processes ..............................................................................................................15-6
Traditional Workflow ....................................................................................................................................15-7
Workflow-Driven Business Processes...........................................................................................................15-8
Sample Workflow Process.............................................................................................................................15-10
Event-Based Workflow .................................................................................................................................15-11
Subscription-Based Processing......................................................................................................................15-12
System Integration with Oracle Workflow ....................................................................................................15-13
Business Process-Based Integration ..............................................................................................................15-14
Supported System Integration Types.............................................................................................................15-15
Designing Applications for Change...............................................................................................................15-16
Designing Applications for Integration .........................................................................................................15-19
Oracle Workflow in Oracle E-Business Suite ...............................................................................................15-21
Summary........................................................................................................................................................15-22
Oracle Workflow Components.......................................................................................................................16-1
Oracle Workflow Components ......................................................................................................................16-3
Objectives ......................................................................................................................................................16-4
Oracle Workflow Architecture ......................................................................................................................16-5
Oracle Workflow Components ......................................................................................................................16-9
Workflow Engine ..........................................................................................................................................16-10
Workflow Processes ......................................................................................................................................16-11
Supported Process Constructs........................................................................................................................16-13
Oracle Workflow Builder ..............................................................................................................................16-17
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Business Event System Architecture .............................................................................................................16-18
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Business Event System Components.............................................................................................................16-19
Advanced Queuing, an Enabling Technology ...............................................................................................16-20
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Oracle Database Communication Alternatives..............................................................................................16-21
Accessing Oracle Workflow Web Pages .......................................................................................................16-23
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Oracle Workflow Home Pages ......................................................................................................................16-24
Notification System .......................................................................................................................................16-25
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Worklist Web Pages ......................................................................................................................................16-26
E-Mail Notifications ......................................................................................................................................16-27
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Directory Services .........................................................................................................................................16-28
Status Monitor Web Pages.............................................................................................................................16-29
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Workflow Definitions Loader........................................................................................................................16-30
Workflow XML Loader.................................................................................................................................16-31
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Workflow Manager........................................................................................................................................16-32
Service Components ......................................................................................................................................16-33
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Oracle Workflow Documentation..................................................................................................................16-34
Review Questions ..........................................................................................................................................16-36
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Summary........................................................................................................................................................16-37
Setting Up Oracle Workflow ..........................................................................................................................17-1
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Setting Up Oracle Workflow .........................................................................................................................17-3
Objectives ......................................................................................................................................................17-4
Required Setup Steps.....................................................................................................................................17-5
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Step 1 Setting Global Workflow Preferences ................................................................................................17-6
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Step 2 Setting Up an Oracle Workflow Directory Service ............................................................................17-9
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Step 3 Running Background Engines ............................................................................................................17-13
Step 4 Configuring the Business Event System.............................................................................................17-16
O Step 4 Event Message Communication .........................................................................................................17-17

Step 4 Setting Up Database Links and Queues..............................................................................................17-18

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Step 4 Checking Database Parameters...........................................................................................................17-19
Step 4 Scheduling Agent Listeners................................................................................................................17-20
Step 4 Scheduling Propagation......................................................................................................................17-23
Step 4 Synchronizing License Statuses .........................................................................................................17-27
Step 4 Cleaning Up the WF_CONTROL Queue...........................................................................................17-28
Step 4 Tuning Performance ...........................................................................................................................17-29
Step 4 Specifying the BPEL Server...............................................................................................................17-31
Optional Setup Steps .....................................................................................................................................17-32
Optional Step 1 Partitioning Workflow Tables .............................................................................................17-34
Optional Step 2 Setting Up Additional Languages........................................................................................17-36
Optional Step 3 Implementing Notification Mailers .....................................................................................17-38
Optional Step 4 Customizing Message Templates ........................................................................................17-41
Optional Step 5 Adding Worklist Functions to User Responsibilities...........................................................17-44
Optional Step 6 Setting the Notification Reassign Mode ..............................................................................17-46
Optional Step 7 Setting Up Notification Handling Options ..........................................................................17-47
Optional Step 8 Setting Up for Electronic Signatures ...................................................................................17-49
Optional Step 9 Customizing the Workflow Web Page Logo .......................................................................17-51
Optional Step 10 Adding Custom Icons ........................................................................................................17-52
Version Compatibility ...................................................................................................................................17-53
Review Questions ..........................................................................................................................................17-54
Summary........................................................................................................................................................17-56
Overview of Flexfields .....................................................................................................................................18-1
Overview of Flexfields ..................................................................................................................................18-3
Objectives ......................................................................................................................................................18-4
Overview .......................................................................................................................................................18-5
Customizing Oracle Applications..................................................................................................................18-6
Flexfield Structures and Flexfield Segments .................................................................................................18-7
Segment Prompts and Value Descriptions.....................................................................................................18-8
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Validating Input Using Value Sets ................................................................................................................18-9
Key and Descriptive Flexfields .....................................................................................................................18-10
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Key Flexfields ...............................................................................................................................................18-11
Intelligent Keys .............................................................................................................................................18-12
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Key Flexfield Example: Accounting Flexfield ..............................................................................................18-14
Oracle Applications Key Flexfields...............................................................................................................18-15
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Descriptive Flexfields....................................................................................................................................18-16
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Using Reference Fields..................................................................................................................................18-17
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Using Different Contexts: Asset Category Flexfield .....................................................................................18-18
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Oracle Applications Descriptive Flexfields (Partial) .....................................................................................18-19
Standard Request Submission (SRS) and Flexfields .....................................................................................18-20
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Benefits of Flexfields.....................................................................................................................................18-21
Storing Flexfield Data Internally ...................................................................................................................18-22
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Implementing a Flexfield Steps ....................................................................................................................18-23
Summary........................................................................................................................................................18-24
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Using Value Sets...............................................................................................................................................19-1
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Using Value Sets ...........................................................................................................................................19-3
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Objectives ......................................................................................................................................................19-4
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Overview .......................................................................................................................................................19-5
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Validating Input Using Value Sets ................................................................................................................19-6
Planning a Value Set......................................................................................................................................19-7
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Types of Value Sets.......................................................................................................................................19-8
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Validation Type None ...................................................................................................................................19-10
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Independent Value Sets .................................................................................................................................19-11
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Dependent Value Sets....................................................................................................................................19-12
Table-Validated Value Sets ...........................................................................................................................19-13
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Translatable Independent Value Sets.............................................................................................................19-15

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Translatable Dependent Value Sets ...............................................................................................................19-16
Validation Types: Summary ..........................................................................................................................19-17
Planning Value Sets.......................................................................................................................................19-18
Value Set Attributes.......................................................................................................................................19-19
Planning Format Validation...........................................................................................................................19-20
Format Types and Options.............................................................................................................................19-21
Char and Number Format Editing .................................................................................................................19-22
Time, Standard Date, and Standard DateTime Format Editing .....................................................................19-23
Format Interaction .........................................................................................................................................19-24
Formatting Requirements for Translatable Value Sets .................................................................................19-25
Planning Validation Strategy.........................................................................................................................19-26
Planning Value Sets and Their Values ..........................................................................................................19-28
Planning Dependent Value Sets.....................................................................................................................19-29
Defining Value Sets.......................................................................................................................................19-30
Predefined Value Sets....................................................................................................................................19-31
Using Existing Value Sets .............................................................................................................................19-32
Value Set Usage by Key Flexfields ...............................................................................................................19-33
Value Set Usage by Descriptive Flexfields ...................................................................................................19-35
Defining a New Value Set .............................................................................................................................19-36
Defining a Dependent or Translatable Dependent Value Set ........................................................................19-37
Selecting a Value Set for Value Definition ...................................................................................................19-38
Defining Values for a Dependent or Translatable Dependent Value Set.......................................................19-39
Defining Values for a Value Set....................................................................................................................19-40
Modifying Value Definitions.........................................................................................................................19-41
Value Hierarchies ..........................................................................................................................................19-42
Defining Value Hierarchies and Qualifiers....................................................................................................19-44
Defining Descriptive Flexfields .......................................................................................................................20-1

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Summary........................................................................................................................................................19-45
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Defining Descriptive Flexfields.....................................................................................................................20-3
Objectives ......................................................................................................................................................20-4
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Overview .......................................................................................................................................................20-5
Planning a Descriptive Flexfield ...................................................................................................................20-6
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Using Descriptive Flexfields .........................................................................................................................20-8
Typical Descriptive Flexfield Information ....................................................................................................20-9
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Some Oracle Applications Descriptive Flexfields.........................................................................................20-10
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Identifying a Descriptive Flexfield ................................................................................................................20-11
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Determining the Descriptive Flexfield Name ................................................................................................20-12
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Determining Available Resources .................................................................................................................20-14
Planning Questions ........................................................................................................................................20-15
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Identifying Your Information ........................................................................................................................20-16
Grouping Information By Usage ...................................................................................................................20-17
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Isolate Common Information.........................................................................................................................20-18
Determine Different Contexts........................................................................................................................20-19
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Descriptive Flexfield Components ................................................................................................................20-20
Global Segments............................................................................................................................................20-21
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Context-Sensitive Segments ..........................................................................................................................20-22
Distinguishing Between Contexts..................................................................................................................20-23
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Reference and Context Fields........................................................................................................................20-24
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Using Reference Fields..................................................................................................................................20-25
Identifying Referenceable Columns ..............................................................................................................20-26
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Using Context Fields .....................................................................................................................................20-27
Synchronizing the Context Field Value with the Reference Field Value ......................................................20-28
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Planning Flexfields: Global Segments Only..................................................................................................20-30
Planning Flexfields: Context Segments Only ...............................................................................................20-31
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Planning Flexfields: Global and Context Fields ............................................................................................20-32
Specifying the Flexfield Attributes................................................................................................................20-33

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Specifying the Context Field Information .....................................................................................................20-34
Specifying the Segment Attributes ................................................................................................................20-36
Storing Descriptive Flexfield Segments ........................................................................................................20-37
Descriptive Flexfield Application Tables ......................................................................................................20-38
Specifying the Segment Detail Attributes .....................................................................................................20-40
Specifying Default Values.............................................................................................................................20-43
Defining a Descriptive Flexfield ...................................................................................................................20-45
Locating the Flexfield Definition ..................................................................................................................20-47
Defining the Flexfield Header Attributes ......................................................................................................20-48
Defining Segment Attributes .........................................................................................................................20-49
Specifying Validation and Field Sizes...........................................................................................................20-50
Freezing and Compiling the Definition .........................................................................................................20-51
Defining Context Field Information ..............................................................................................................20-52
Defining Context-Sensitive Segments ...........................................................................................................20-54
Defining Values for a Value Set....................................................................................................................20-55
Summary........................................................................................................................................................20-56
Defining Key Flexfields ...................................................................................................................................21-1
Defining Key Flexfields ................................................................................................................................21-3
Objectives ......................................................................................................................................................21-4
Overview .......................................................................................................................................................21-6
Intelligent Keys .............................................................................................................................................21-8
Key Flexfields' Dual Purpose ........................................................................................................................21-9
Oracle Applications Key Flexfields...............................................................................................................21-10
Implementing Key Flexfields ........................................................................................................................21-11
Key Flexfield Structures................................................................................................................................21-12
Code Combinations .......................................................................................................................................21-13
Storing Code Combinations...........................................................................................................................21-14
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Key Flexfield Application Tables..................................................................................................................21-15
Key Flexfield Qualifiers ................................................................................................................................21-16
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Types of Qualifiers ........................................................................................................................................21-17
Flexfield Qualifiers........................................................................................................................................21-18
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Segment Qualifiers ........................................................................................................................................21-20
Other Key Flexfield Options .........................................................................................................................21-21
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Allowing Dynamic Insertion .........................................................................................................................21-22
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Cross-Validating Values................................................................................................................................21-23
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Using Shorthand Aliases ...............................................................................................................................21-24
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Securing Value Set Access ............................................................................................................................21-25
Designing the Key Flexfield Layout..............................................................................................................21-26
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Designing Segments ......................................................................................................................................21-27
Specifying Default Values.............................................................................................................................21-28
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Planning Decisions ........................................................................................................................................21-30
Planning Key Flexfield Values......................................................................................................................21-32
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Definition Procedure......................................................................................................................................21-33
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Accessing the Key Flexfield Definition.........................................................................................................21-35
Specifying Flexfield Behavior.......................................................................................................................21-36
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Defining Flexfield Qualifiers.........................................................................................................................21-39
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Freezing and Compiling the Definition .........................................................................................................21-40
Defining Value Set Values ............................................................................................................................21-41
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Defining Segment Qualifiers .........................................................................................................................21-42
Cross-Validating Values................................................................................................................................21-43
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Cross-Validation Rule Syntax .......................................................................................................................21-44
Data Type Specifications and Cross-Validation Rules ..................................................................................21-45

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Preparing for Cross-Validation......................................................................................................................21-46
Defining Cross-Validation Rules...................................................................................................................21-47
Cross-Validation Reports ..............................................................................................................................21-48
Comparing Cross-Validation and Security Rules ..........................................................................................21-49
Using Shorthand Aliases ...............................................................................................................................21-50
Using Full and Partial Aliases .......................................................................................................................21-51
Typical Key Flexfields Using Aliases ...........................................................................................................21-52
Defining an Alias...........................................................................................................................................21-53
Defining an Alias Template...........................................................................................................................21-54
Recompiling the Flexfield Definition ............................................................................................................21-55
Flexfields: Shorthand Entry Profile Option ...................................................................................................21-56
Flexfields: Show Full Value Profile Option ..................................................................................................21-57
Modifying Existing Alias Definitions............................................................................................................21-58
Securing Value Set Access ............................................................................................................................21-59
Security and Value Sets.................................................................................................................................21-60
Constructing Security Rules ..........................................................................................................................21-61
Specifying Acceptable Values.......................................................................................................................21-62
Using Multiple Clauses .................................................................................................................................21-63
Rules with Overlapping Values .....................................................................................................................21-64
Rules Without Overlapping Values ...............................................................................................................21-65
Implementing Flexfield Security ...................................................................................................................21-66
Enabling Security for a Value Set .................................................................................................................21-67
Enabling Security for a Segment ...................................................................................................................21-68
Enabling Security for a Program Parameter ..................................................................................................21-70
Defining Security Rules.................................................................................................................................21-71
Assigning Security Rules...............................................................................................................................21-72
Defining Key Flexfields Summary ...............................................................................................................21-74
Using Advanced Validation Capabilities .......................................................................................................22-1
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Using Advanced Validation Capabilities.......................................................................................................22-3
Objectives ......................................................................................................................................................22-4
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Overview .......................................................................................................................................................22-5
Advanced Validation Options........................................................................................................................22-6
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Table-Validated Value Sets ...........................................................................................................................22-7
Defining a Table-Validated Value Set...........................................................................................................22-8
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Limitations on Using SQL WHERE Clauses ................................................................................................22-10
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Using Multiple Tables for Validation............................................................................................................22-11
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Other Advanced Validation Options..............................................................................................................22-12
Using $PROFILES$ ......................................................................................................................................22-13
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Using :block.field ..........................................................................................................................................22-14
Using $FLEX$...............................................................................................................................................22-15
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Cascading Dependencies Using $FLEX$......................................................................................................22-16
Using Special Value Sets...............................................................................................................................22-17
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Using Pair Value Sets ....................................................................................................................................22-18
Summary........................................................................................................................................................22-19
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Appendix - Administering Folders.................................................................................................................23-1
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Appendix - Administering Folders ................................................................................................................23-3
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Objectives ......................................................................................................................................................23-4
Folders: Definition.........................................................................................................................................23-5
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Administering Folders: Topics ......................................................................................................................23-6
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Assigning a Default Folder to a Responsibility .............................................................................................23-7
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Assigning a Default Folder to a User.............................................................................................................23-8
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Assigning Ownership of a Folder ..................................................................................................................23-9
Deleting a Folder Definition..........................................................................................................................23-10
O Summary........................................................................................................................................................23-11

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Appendix - Incorporating a Custom Program..............................................................................................24-1
Appendix - Incorporating a Custom Program................................................................................................24-3
Objectives ......................................................................................................................................................24-4
Using Custom Programs in Oracle Applications ...........................................................................................24-5
Assumptions for Incorporating a New Program ...........................................................................................24-6
Components of a Concurrent Program ..........................................................................................................24-7
Adding a Custom Program to Oracle Applications ......................................................................................24-8
Identifying the Executable.............................................................................................................................24-9
Creating the Concurrent Program ..................................................................................................................24-11
Concurrent Program Parameters Window .....................................................................................................24-13
Associating a Program with a Request Group ...............................................................................................24-15
Submitting the Concurrent Program ..............................................................................................................24-16
Summary........................................................................................................................................................24-17
Appendix - Incorporating Custom Help Files ...............................................................................................25-1
Appendix - Incorporating Custom Help Files................................................................................................25-3
Objectives ......................................................................................................................................................25-4
Customizing Help ..........................................................................................................................................25-5
Oracle Applications Help System Utility ......................................................................................................25-6
Help System Utility Setup: Define Directory Paths.......................................................................................25-7
Downloading Help Files ................................................................................................................................25-8
Identify Help Files for Customization ...........................................................................................................25-9
Identify the Language and Product of the Files ............................................................................................25-10
Downloading Help Files for Editing..............................................................................................................25-11
Linking Help Files .........................................................................................................................................25-12
Special Syntax versus Conventional HTML..................................................................................................25-13
Cross-Application Links................................................................................................................................25-14
Related Topics Links .....................................................................................................................................25-15
Related Topics Links Syntax .........................................................................................................................25-16
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Uploading Your New or Changed Help Files................................................................................................25-17
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File Upload Steps...........................................................................................................................................25-18
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Updating the Search Index.............................................................................................................................25-20
Creating Reports ............................................................................................................................................25-21
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Running Reports ............................................................................................................................................25-22
Customizing Help Navigation Trees..............................................................................................................25-23
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Help Builder Functions..................................................................................................................................25-24
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The Help Builder ...........................................................................................................................................25-25
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Opening a Tree for Editing ............................................................................................................................25-26
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Adding New Help Files to a Tree ..................................................................................................................25-27
Adding New Nodes to a Tree ........................................................................................................................25-28
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For Further Information.................................................................................................................................25-29
Summary........................................................................................................................................................25-30
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Guided Demonstrations and Practices...........................................................................................................26-1
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Guided Demonstrations and Practices ...........................................................................................................26-3
Practice - Users..........................................................................................................................................26-4
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Solution - Users .........................................................................................................................................26-5
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Solution – Data Groups .............................................................................................................................26-11
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Practice - Menus ........................................................................................................................................26-13
Solution - Menus .......................................................................................................................................26-16
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Practice - Query-Only Forms.....................................................................................................................26-24
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Solution - Query-Only Forms ....................................................................................................................26-25
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Practice - Responsibilities..........................................................................................................................26-30
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Guided Demonstration - Data Security Policy Example............................................................................26-36
O Guided Demonstration - Creating Role Categories ...................................................................................26-37

Practice - Creating a Role and Placing it in a Role Inheritance Hierarchy ................................................26-38

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Solution – Creating a Role and Placing it in a Role Inheritance Hierarchy...............................................26-40
Practice - Assigning Permission Sets to the Role ......................................................................................26-42
Solution – Assigning Permission Sets to the Role.....................................................................................26-44
Guided Demonstration - Setting Up Delegated Administration ................................................................26-45
Practice - Testing Delegated Administration.............................................................................................26-47
Solution – Testing Delegated Administration............................................................................................26-49
Practice - Creating a Registration Process for the Role .............................................................................26-51
Solution – Creating a Registration Process for the Role............................................................................26-53
Practice - Testing the Registration Process for the Role............................................................................26-54
Solution – Testing the Registration Process for the Role ..........................................................................26-56
Practice - Profile Options...........................................................................................................................26-58
Solution - Profile Options..........................................................................................................................26-59
Practice - Auditing Resources....................................................................................................................26-61
Solution - Auditing Resources...................................................................................................................26-62
Guided Demonstration - Support Cart .......................................................................................................26-64
Practice - Scheduling Requests..................................................................................................................26-65
Solution - Scheduling Requests .................................................................................................................26-66
Practice - Request Groups .........................................................................................................................26-72
Solution - Request Groups.........................................................................................................................26-74
Practice - Coded Request Groups ..............................................................................................................26-76
Solution - Coded Request Groups .............................................................................................................26-78
Practice - Request Sets Using Wizard .......................................................................................................26-84
Solution - Request Sets Using Wizard.......................................................................................................26-85
Practice - Administering Concurrent Managers.........................................................................................26-87
Solution - Administering Concurrent Managers........................................................................................26-90
Guided Demonstration - Loading and Running a Workflow Process........................................................26-97
Practice - Define a Descriptive Flexfield...................................................................................................26-99
Solution – Define a Descriptive Flexfield .................................................................................................26-104
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Practice - Define a Descriptive Flexfield with None Validation ...............................................................26-109
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Solution – Define a Descriptive Flexfield with None Validation ..............................................................26-111
Practice - Define a Descriptive Flexfield with Context-Sensitive Segment ..............................................26-115
Solution – Define a Descriptive Flexfield with a Context-Sensitive Segment ..........................................26-118
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Practice - Define a Descriptive Flexfield with a Dependent Segment.......................................................26-124 a
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Solution – Define a Descriptive Flexfield with a Dependent Segment......................................................26-127
Practice - Define a Key Flexfield ..............................................................................................................26-131
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Solution - Define a Key Flexfield..............................................................................................................26-135
Practice - Security Rules............................................................................................................................26-144
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Solution – Security Rules ..........................................................................................................................26-146
Practice - Cross-Validation Rules..............................................................................................................26-148
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Solution - Cross-Validations......................................................................................................................26-150
Practice - Shorthand Aliases ......................................................................................................................26-152
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Solution – Shorthand Aliases.....................................................................................................................26-153
Practice - Table Validation ........................................................................................................................26-154
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Solution – Table Validation.......................................................................................................................26-155
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Practice - Cascading Dependencies with $FLEX$ ....................................................................................26-157
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Solution – Cascading Dependencies with $FLEX$...................................................................................26-161
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Guided Demonstration - Folders................................................................................................................26-166
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Practice - Incorporating Custom Programs................................................................................................26-173
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Solution - Incorporating Custom Programs ...............................................................................................26-174
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Preface
Profile
Before You Begin This Course
• Thorough knowledge of R12 Oracle Applications Navigation
Prerequisites
• There are no prerequisites for this course.
How This Course Is Organized
This is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations
and written practice sessions reinforce the concepts and skills introduced.
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Related Publications
Oracle Publications
Title Part Number
Oracle Applications System Administrator’s Guide – Security B31451
Oracle Applications System Administrator’s Guide – Configuration B31453
Oracle Applications System Administrator’s Guide – Maintenance B31454
Oracle Workflow Administrator’s Guide B31431
Additional Publications
• System release bulletins
• Installation and user’s guides
• Read-me files
• International Oracle User’s Group (IOUG) articles
• Oracle Magazine
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Typographic Conventions
Typographic Conventions in Text
Convention Element Example
Bold italic Glossary term (if The algorithm inserts the new key.
there is a glossary)
Caps and Buttons, Click the Executable button.
lowercase check boxes, Select the Can’t Delete Card check box.
triggers, Assign a When-Validate-Item trigger to the ORD block.
windows Open the Master Schedule window.
Courier new, Code output, Code output: debug.set (‘I”, 300);
case sensitive directory names, Directory: bin (DOS), $FMHOME (UNIX)
(default is filenames, Filename: Locate the init.ora file.
lowercase) passwords, Password: User tiger as your password.
pathnames, Pathname: Open c:\my_docs\projects
URLs, URL: Go to http://www.oracle.com
user input,
User input: Enter 300
usernames
Username: Log on as scott
Initial cap Graphics labels Customer address (but Oracle Payables)
(unless the term is a
Italic
proper noun)
Emphasized words Do not save changes to the database.
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and phrases,
titles of books and
For further information, see Oracle7 Server SQL Language
Reference Manual.
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courses,
variables
Enter user_id@us.oracle.com, where user_id is the
name of the user.
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Quotation
marks
Interface elements
with long names A
Select “Include a reusable module component” and click Finish.
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that have only
initial caps;
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This subject is covered in Unit II, Lesson 3, “Working with
Objects.”
lesson and chapter
titles in cross-
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Uppercase
references
SQL column O ly Use the SELECT command to view information stored in the
names, commands,
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functions, schemas,& On LAST_NAME
column of the EMP table.
table names
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Arrow
Brackets
Commas
Menu paths
Key names
t e r
Key sequences
U s Select File > Save.
Press [Enter].
Press and release keys one at a time:
Plus signs I n
Key combinations
[Alternate], [F], [D]
Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del]
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Typographic Conventions in Code
Convention Element Example
Caps and Oracle Forms When-Validate-Item
lowercase triggers
Lowercase Column names, SELECT last_name
table names FROM s_emp;
Passwords DROP USER scott

IDENTIFIED BY tiger;
PL/SQL objects OG_ACTIVATE_LAYER
(OG_GET_LAYER (‘prod_pie_layer’))
Lowercase Syntax variables CREATE ROLE role

italic
Uppercase SQL commands and SELECT userid
functions FROM emp;
Typographic Conventions in Oracle Application Navigation Paths

This course uses simplified navigation paths, such as the following example, to direct you
through Oracle Applications.
(N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve
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This simplified path translates to the following:
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1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches
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Summary.
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2.
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(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
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Typographical Conventions in Oracle Application Help System Paths
This course uses a “navigation path” convention to represent actions you perform to find
pertinent information in the Oracle Applications Help System.
The following help navigation path, for example—
(Help) General Ledger > Journals > Enter Journals
—represents the following sequence of actions:
1. In the navigation frame of the help system window, expand the General Ledger entry.
2. Under the General Ledger entry, expand Journals.
3. Under Journals, select Enter Journals.
4. Review the Enter Journals topic that appears in the document frame of the help system
window.
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Guided Demonstrations and
Practices
Chapter 26
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Guided Demonstrations and Practices

Chapter 26 - Page 1
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Chapter 26 - Page 2
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Chapter 26 - Page 3
Practice - Users
Overview
You are part of the final acceptance testing committee. Specifically, you have been assigned a
series of System Administration tasks that you will be implementing over the course of this final
week of testing.
Your task is to create an Application user that you will utilize over the course of your testing.
• Create the user
• Assign responsibilities to the user
• Test the user
In order to facilitate all the testing you will accomplish over this week, you will preface ALL
your exercises with your initials (e.g., JS for John Smith). This will help you find the specific
data you have created.
Tasks
Create the User
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1. Use the information below to define your new user signon.
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• User Name: Your Initials User (e.g., JSUSER)
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• Password: WELCOME (re-enter to verify)
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•
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Description: Your Name System Administrator
• Password Expiration: 30 days r a

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Effective Dates: From: today
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•
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Effective Dates: To: 3 months from today
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Assign Responsibilities
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2.
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Assign the following Responsibilities to your user.
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•
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System Administrator
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Chapter 26 - Page 4
• Functional Administrator
• Functional Developer
• General Ledger Super User
3. Accept the defaults for all other fields. Use the Security Group "Standard" for a
responsibility if none defaults in.
Test your User
4. Sign on again using your username with WELCOME as the password.
5. Change the password when prompted. You change the password by typing the old password,
WELCOME, and then assigning a new password. You will re-type the new password to
verify.
6. Verify all the responsibilities you defined in Step 2 are available.
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Chapter 26 - Page 5
Solution - Users
Create the User
Responsibility: System Administrator, Vision Operations
1. Log in to Oracle Applications with user name “SYSADMIN” and password “SYSADMIN”.
2. Select the System Administrator responsibility under the “Applications” heading of the
Navigate region of the Personal Homepage.
3. Navigate to the Users form: (N) Security > User > Define.
4. Enter the fields as described in the instructions.
• User Name: Your Initials User (e.g., JSUSER)
• Password: WELCOME (re-enter to verify)
• Description: Your Name System Administrator
• Password Expiration: 30 days
• Effective Dates: From: Today

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• Effective Dates: To: 3 months from today
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Chapter 26 - Page 6
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Assign Responsibilities
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5. Assign the following Responsibilities to your user.
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• System Administrator
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• System Administration
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• Application Developer
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• Functional Administrator
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General Ledger Super User
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Note: Use the Direct Responsibilities tab. The Indirect Responsibilities are assigned via
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Oracle User Management.
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Click the Save icon to save your work. Your completed form should look similar to the
example shown in the slide.
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Test your User
O7. Close the Users form. Choose File > Exit Oracle Applications to return to the home page.

Chapter 26 - Page 7
8. Return to the login page.
9. Use your new login and password (WELCOME) to log in again. You will be prompted to
change your password. Be sure to note your user name and new password for use in later
practices.
10. Verify that you have the correct Responsibilities displayed, and select the System
Administrator Responsibility. (Note: Depending on your setup, the Home Page may differ
from the illustration).
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Chapter 26 - Page 8
Practice - Data Groups
Overview
Now that you have a functional user, your next assignment is to create a test area for
customizations. In order to do that, you will have to complete several steps.
• Register your custom application
• Create a new data group (Note: This step is included for classroom purposes only. You
would not create a new data group in a real implementation.)
• Associate your new application to the standard data group. Associate your application
to your custom data group (classroom purposes only)
Tasks
Register your Custom Application
1. Create your new custom application. Remember to put your initials at the front of your data
entries to keep your data unique.
• Application: Your Initials Custom Application

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• Short Name: Your Initials CA (e.g., JSCA)
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• Base Path: FND_TOP (Note: For class purposes we are using a predefined basepath. If
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you were defining a true custom application, this would be a unique basepath.)
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Description: Your Initials Custom Application
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Create your Data Group
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Create your new data group. Remember to put your initials at the front of your data entries
to keep your data unique.
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Application: Your Initials Data Group
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Click the “Copy Applications From …” button to copy the Applications from the
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Oracle Standard data group to your custom data group.
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Associate Your Custom Application to Data Groups
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Query up the Standard data group from the database.
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4. a Associate your custom application to the Standard data group.
O5. Query up the your custom data group from the database.

Chapter 26 - Page 9
6. Associate your custom application to your custom data group.
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Chapter 26 - Page 10
Solution – Data Groups
Register your Custom Application
Responsibility: System Administrator
1. If not currently logged in, log in to Oracle Applications with your user.
2. (N) Application > Register
3. Enter your Application: Your Initials Custom Application (e.g., JS Custom Application)
4. Enter your Short Name: Your Initials CA (e.g., JSCA)
5. Enter the Basepath: FND_TOP.
6. Enter your Description: Your Initials Custom Application.
7. Save your work and close the form.
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Associate Your Custom Application to Standard Data Group
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8. Navigate to (N) Security > ORACLE > DataGroup.
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9. Place your cursor in the Data Group field and query up the Standard data group by selecting
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View from the application menu > Query By Example > Enter.
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10. Enter “Standard” in the Data Group field and then execute the query by selecting View from
the application menu > Query By Example > Run.
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11. Ensure that your cursor is in the Application field and click the New toolbar icon or select
New from the File menu to add a row.
12. Select your custom application name from the list of values for the Application field.
13. Select APPS from the list of values for the Oracle ID field.
14. Save your work. Your window should look like the example shown below.
15. Repeat Steps 8-14 for your custom data group.
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Practice - Menus
Overview
The committee wants you to test the Menu processes. Specifically, they want you to create a
System Auditor responsibility, and to create a custom menu to assign to that responsibility. In
this testing process you will implement the following.
• Create a custom menu with several functions and submenus
• View your custom menu using the Menu Viewer
• Create a System Auditor responsibility, and associate your new menu to that
responsibility
• Assign the System Auditor to a new user and test
Tasks
Create your Level 3 Menu
Menus in Oracle Applications must be created bottom-up. Your first task is to create your lowest
level menu.
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1. Create a new menu. Remember to put your initials at the front of your data entries to keep
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your data unique.
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• Menu Name: Your Initials_FLEX_SECURITY (e.g., JS_FLEX_SECURITY)
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User Menu Name: Your Initials_FLEX_SECURITY (e.g., JS_FLEX_SECURITY)
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• Menu Type: Standard
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Description: Define and Assign Flexfield Security Rules
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Seq: 10, Prompt: Define, Function: Flexfield Security Rules, Description: Define Flex
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Security Rule, Grant: Checked
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Seq: 20, Prompt: Assign, Function: Assign Flexfield Security Rules, Description:
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Assign Flex Security Rules, Grant: Checked
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Create a new menu. Remember to put your initials at the front of your data entries to keep
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O • Menu Name: Your Initials_RESPONSIBILITY (e.g., JS_RESPONSIBILITY)

• User Menu Name: Your Initials_RESPONSIBILITY (e.g., JS_RESPONSIBILITY)
• Description: Define Responsibilities, Request Groups, and Security Rules
• Seq: 10, Prompt: Define Responsibilities, Function: Responsibilities, Description:

Define Responsibilities, Grant: Checked
• Seq: 20, Prompt: Request Group, Function: Request Groups, Description: Define
Request Groups, Grant: Checked
• Seq: 30, Prompt: Flexfield Security, Submenu: Your Initials_FLEX_SECURITY (i.e.,

Your Level 3 menu), Description: Define and Assign Flex Security Rules, Grant:
Checked
3. Create a new menu. Remember to put your initials at the front of your data entries to keep
your data unique.
• Menu Name: Your Initials_TOP_SYSTEM_AUDITOR
• User Menu Name: Your Initials_TOP_SYSTEM_AUDITOR

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• Description: Custom System Auditor Menu
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• Seq: 10, Prompt: Users, Submenu: User Menu - System Administrator GUI,
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Description: Define and Monitor Users, Grant: Checked
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Seq: 20, Prompt: Responsibilities, Submenu: Your Initials_RESPONSIBILITY (i.e.,
Your Level 2 Menu), Description: Define Responsibilities, Request Group, Security
Rules, Grant: Checked
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Seq: 30, Prompt: Personal Profile, Function: Profile User Values, Description:
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View/Update Personal Profile Options, Grant: Checked
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Seq: 40, Prompt: Requests, Submenu: Standard Report Submission and View report
(privileged) 4.0, Description: Run and View Requests, Define Request Sets, Grant:
Checked
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View your new menu in the Menu Viewer.
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Create your System Auditor Responsibility
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O5. Create a new responsibility. Remember to put your initials at the front of your data entries to
keep your data unique.

• Responsibility Name: Your Initials System Auditor
• Application: Application Object Library
• Responsibility Key: Your Initials_SYSTEM_AUDITOR (e.g.,

JS_SYSTEM_AUDITOR)
• Description: Your Initials System Auditor
• Effective Date: From: Today
• Effective Date: To: (leave blank)
• Available From: Oracle Applications (default)
• Data Group Name: Standard
• Data Group Application: Application Object Library
• Menu: Your Initials_TOP_SYSTEM_AUDITOR (i.e.,Your Level 1 Menu)
• Request Group: (leave blank)
Create your System Auditor User

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6. Create a new user. Remember to put your initials at the front of your data entries to keep
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your data unique.
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User Name: Your Initials System Auditor
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• Password: WELCOME
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• Description: System Auditor
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Responsibility: Your Initials System Auditor (use the security group "Standard")
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Test the new user, new responsibility, and new menu to ensure that they are working
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Solution - Menus
1. If necessary, log in to Oracle Applications and select the System Administrator

responsibility.
2. (N) Application > Menu.
3. Enter the appropriate data for your Level 3 menu.
• Menu Name: Your Initials_FLEX_SECURITY (e.g., JS_FLEX_SECURITY)
• User Menu Name: Your Initials_FLEX_SECURITY (e.g., JS_FLEX_SECURITY)
• Description: Define and Assign Flexfield Security Rules
• Seq: 10, Prompt: Define, Function: Flexfield Security Rules, Description: Define Flex
Security Rule, Grant: Checked
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• Seq: 20, Prompt: Assign, Function: Assign Flexfield Security, Description: Assign
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Flex Security Rule, Grant: Checked
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4. Save your work. You should see a note indicating that your request has been submitted to
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recompile your menu in the database. Click OK to the note.Your work should look similar to
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the following.
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responsibility.
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6. Navigate to (N) Application > Menu.
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Menu Name: Your Initials_RESPONSIBILITY (e.g., JS_RESPONSIBILITY)
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User Menu Name: Your Initials_RESPONSIBILITY (e.g., JS_RESPONSIBILITY)
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Description: Define Responsibilities, Request Groups, and Security Rules
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Seq: 10, Prompt: Define Responsibilities, Function: Responsibilities, Description:
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Define Responsibilities, Grant: Checked
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Seq: 20, Prompt: Request Group, Function: Request Groups, Description: Define
Request Groups, Grant: Checked
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Seq: 30, Prompt: Flexfield Security, Submenu: Your Initials_FLEX_SECURITY (i.e.,
r a Your Level 3 menu), Description: Define and Assign Flex Security Rules, Grant:
Checked
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8. Save your work and click OK to the note window indicating that your request has been
submitted to recompile your menu in the database. Your work should look similar to the
following.
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responsibility. ca
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10. Navigate to (N) Application > Menu.
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Menu Name: Your Initials_TOP_SYSTEM_AUDITOR
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User Menu Name: Your Initials_TOP_SYSTEM_AUDITOR
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Description: Custom System Auditor Menu
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Menu Type: Standard
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Seq: 10, Prompt: Users, Submenu: User Menu - System Administrator GUI,
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Description: Define and Monitor Users, Grant: Checked
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Seq: 20, Prompt: Responsibilities, Submenu: Your Initials_RESPONSIBILITY (i.e.,
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Rules, Grant: Checked

• Seq: 30, Prompt: Personal Profile, Function: Profile User Values, Description:
View/Update Personal Profile Options, Grant: Checked
• Seq: 40, Prompt: Requests, Submenu: Standard Report Submission and View report
(privileged) 4.0, Description: Run and View Requests, Define Request Sets, Grant:
Checked
12. Save your work and click OK to the note window indicating that your request has been
submitted to recompile your menu in the database. Your work should look similar to the
following.
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13. Click the “View Tree…“ button to see your new menu in the Menu Viewer. Your menu tree
should appear similar to the example shown in the slide.
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Create your System Auditor Responsibility
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responsibility.
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15. Navigate to (N) Security > Responsibility > Define
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16. Enter the appropriate data for your responsibility.
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Responsibility Name: Your Initials System Auditor
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Application: Application Object Library
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JS_SYSTEM_AUDITOR)
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Responsibility Key: Your Initials_SYSTEM_AUDITOR (e.g.,
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Description: Your Initials System Auditor
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Effective Date: From: Todays
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Effective Date: To: (leave blank)
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Available From: Oracle Applications (default)
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• Menu: Your Initials_TOP_SYSTEM_AUDITOR (i.e.,Your Level 1 Menu)
• Request Group: (leave blank)
17. Save your work. Your work should look similar to the following.
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Create your System Auditor User
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responsibility.
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19. Navigate to (N) Security > User > Define
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20. Enter the appropriate data for your user.
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User Name: Your Initials System Auditor
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Password: WELCOME
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Description: System Auditor
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O21. Save your work. Your work should look similar to the following.

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22. Test the new user, new responsibility, and new menu to ensure that they are working
properly. Exit Oracle Applications and return to your home page.
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23. Click on the Exit icon to open the login screen.
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24. Sign on again using your new login. You will be required to change your password. Note
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your user name and password for future access.
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25. From the home page, click on Your Initials System Auditor responsibility.
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26. Verify that your Navigator menu contains the correct items. Your screen should appear
similar to the example shown in the slide.
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Practice - Query-Only Forms
Overview
The committee has evaluated the System Auditor responsibility you created. The responsibility
has access to its own Personal Profile Options. In this test process you will do the following:
• Create a query-only version of the Responsibilities function
• Add this query-only function to your existing System Auditor menu
Tasks
Create your Query-Only Function
1. Create a new Form Function. Remember to put your initials at the front of your data entries
• Function: Your Initials_FNDSCRSP (e.g., JS_FNDSCRSP)
• User Function Name: Your Initials View Responsibilities
• Description: View Responsibilities

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• Type: Form
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• Form: Define Responsibility
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Application: Application Object Library A
• Parameters: QUERY_ONLY=YES
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Assign your Query-Only Function to your Existing System Auditor Menu
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Query the Your Initials_TOP_SYSTEM_AUDITOR menu in the Menu form. Enter the
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following for your new function. Accept any defaults unless otherwise specified.
• Sequence: 35
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Prompt: View Responsibilities
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Function: View Responsibilities
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Grant: Checked
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2. a Log in as your System Auditor and test your query-only form.
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Solution - Query-Only Forms
Create your Query-Only Function

responsibility.
2. (N) Application > Function.
3. Enter the appropriate data for your new Form Function.
Description tab:
− Function: Your Initials_ FNDSCRSP (e.g., JS_FNDSCRSP)
−
− User Function Name: Your Initials View ResponsibilitiesDescription: View
Responsibilities
Properties tab:
− Type: Form
− Maintenance Mode Support: None
− Context Dependence: Responsibility
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Form tab:
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− Form: Define Responsibility
− Application: Application Object Library
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− Parameters: QUERY_ONLY=YES
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Save your work. Your work should look similar to the following.
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Assign your Query-Only Function to your Existing System Auditor Menu
6.
responsibility.
Navigate to (N) Application > Menu.

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7. Query the Your Initials_TOP_SYSTEM_AUDITOR menu in the Menu form. Enter the
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following for your new function.
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• Sequence: 35
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• Prompt: View Responsibilities
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Function: Your Initials View Responsibilities
• Grant: Checked O ly
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9. Exit Oracle Applications and the Personal Homepage.
10. Log in as Your Initials System Auditor.
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11. Your menu should be similar to the example shown in the slide.
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12. Test your query-only form.
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Navigate to (N)View Responsibilities to open the query-only Responsibilities window. To
perform a search on responsibilities, select View > Find… from the application menu to
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open the “Find” responsibilities window. You can query up a responsibility, for example
“System Administrator”, and view the details of the selected responsibility in the read-only
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Responsibilities window without being able to update it.
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Practice - Responsibilities
Overview
The committee wants you to test creating a special, limited responsibility for an assistant System
Administrator. The steps are as follows:
• Create a new responsibility
• Modify the responsibility by excluding functions from its menu
• Assign the new responsibility to a new user
• Assign the new responsibility to your existing user
Tasks
Create New Responsibility
1. Create a new responsibility. Remember to put your initials at the front of your data entries to
• Responsibility Name: Your Initials Assistant System Administrator

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• Responsibility Key: Your Initials_ASST_SYSADMIN (e.g.,
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WHS_ASST_SYSADMIN)
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Description: Assistant System Administrator
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Available From: Oracle Applications
• Data Group: Standard

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Data Group Application: Your Initials Custom Application
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Menu: Navigator Menu - System Administrator GUI
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Request Group: (leave blank)
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Exclude Functions from Menu
2.
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Modify access to certain menus and functions for your new Responsibility by excluding the
r a items below. Menu or Function Name to EXCLUDE:
O • 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
Assign Responsibility to New User
3. In order to test this new responsibility, create a new user signon for your assistant system
administrator and assign your newly created responsibility to this user. Use the information
in the listed below.
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User Name: Your InitialsAssistSA (e.g., WHSAssistSA)
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Password: WELCOME (re-enter to verify)
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Description: Your Initials Assistant System Administrator
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Choose the Responsibility: Your Initials Assistant System Administrator (specify
security group "Standard")
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Once you have defined it, sign off and back on using the new signon. Check that all the
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specialized responsibilities and exclusions that you intended apply to this new user.
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Add Responsibility to Existing User
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Query your user (Your Initials User) you created, and add this responsibility to that user.
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Solution - Responsibilities
Create New Responsibility
1. If not currently logged in, log in to Oracle Applications with your user.
2. (N) Security > Responsibility > Define.
3. Enter the Responsibility Name: Your Initials Assistant System Administrator
4. Select the Application: Your Initials Custom Application
5. Enter the Responsibility Key: Your Initials_ASST_SYSADMIN
6. Enter the Description: Assistant System Administrator
7. Check Available From: Oracle Applications
8. Select the Data Group: Standard
9. Select the Data Group Application: Your Initials Custom Application
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10. Select the Menu: Navigator Menu – System Administrator GUI
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11. Save your work.
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Exclude Functions from Menu
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12. Navigate to the Menu Exclusions tab of the window.
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13. Click on Type of exclusion – Function or Menu – then use the list of values to select the
appropriate function or menu to exclude in the name column. Continue until all items listed
are excluded.
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Function, Monitor Application Users
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Function, Responsibilities
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Function, Web Enabled PL/SQL
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Menu, NAVSECVAL4.0
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Menu, ORACLE Menu – System Administrator GUI
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• 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
14. Click Save to save this responsibility.
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Assign Responsibility to New Usera e
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16. Navigate to (N) Security > User > Define
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17. Enter the User Name: Your InitialsAssistSA (e.g., WHSAssistSA).
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18. Enter Password: WELCOME (re-enter to verify).
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19. Enter Description: Your Initials Assistant System Administrator
O20. Select Responsibility: Your Initials Assistant System Administrator

21. Save your work.
22. Close the Users form.
23. Exit Oracle Applications and exit the home page.
24. Enter your new user name and password. You will be prompted to change your password.
25. From the home page, select Your Initials Assistant System Administrator responsibility.
26. Review the menu items for your new responsibility and verify the correct items appear.
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Add Responsibility to Existing User
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27. Navigate to the Users form (N) Security > User > Define.
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> Enter.
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29. Enter the user name you created in the Name field (i.e., Your Initials User) and execute your
query by pressing Ctrl-F11 or by selecting (M) View > Query by Example > Run.
O30. Navigate to the Responsibilities tab.

31. Insert a new record by clicking the New icon on the toolbar, and select Your Initials
Assistant System Administrator.
32. Save your work.
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Guided Demonstration - Data Security Policy Example
Responsibility: User Management
This guided demonstration shows a data security policy implementation and its definition.
View a Data Security Policy Implementation
You must log in with the User Management responsibility.
1. Navigate to the function Roles & Role Inheritance.
2. Expand Roles & Responsibilities on this page.
3. Expand Security Administration.
4. Click on “Update” for the Customer Administrator role.
5. Click on the “User Administration privileges” link to show details for the grant defined for
the set of users shown, “People in the Administrator's own Organization”.
Responsibility: Functional Developer
1. Navigate to the Functional Developer responsibility.

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2. In the Objects page, perform a search for the object with the code
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UMX_PERSON_OBJECT.
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3. Click on the object name to view its details.
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Navigate to the Object Instance Set subtab.
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Click on the name “People in the Administrator’s own Organization” to view the details of
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this object instance set.
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Note the predicate, which is a SQL statement querying the set of users based upon the party
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Guided Demonstration - Creating Role Categories
Login: sysadmin/sysadmin
Responsibility: User Management Responsibility
1. (N) Role Categories > (B) Update
2. Select the Add Another Row button in the Lookup Codes region.
3. Enter the required information in the Lookup Codes fields. In this case, the name is
“Administration” and the description can be something about a general category for
administration roles.
Please note that for Oracle User Management the Role Categories, TAG must be defined as
"ACCESS_ROLES".
4. Save the change by selecting (B) Apply .
5. Click the Role Categories tab to view the newly created “Administration” role category.
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Practice - Creating a Role and Placing it in a Role Inheritance
Hierarchy
Overview
In this practice, you will create a new role and place it in a role inheritance hierarchy.
Business Scenario:
Vision Inc. is a computer systems company. The company offers its customers a full range of
computer systems and office equipments. Additionally, the company offers an array of services to
support its customers' products. Vision has decided to implement Oracle User Management to
have a flexible and scalable system for managing access privileges and user accounts.
The company wants to distribute some of its security and administrative tasks to local
administrators instead of having the system administrator retain them exclusively. To accomplish
this, the company will create roles for a partner administrator, a security administrator, and a
customer administrator. Individuals who are assigned these roles will manage a discrete subset
of the company’s users, roles, and external contacts.As part of the implementation team, you
need to perform the following tasks:
• Create a Customer Administrator role

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• Place this role in a role inheritance hierarchy
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• Setup delegated Administration for the role
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• Grant the User Maintenance UIs to the role
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Grant the appropriate permissions for the role so that assignees can perform specific
actions on the users they manage
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Create a registration process for the role so that users can self service request it
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Log on as a user and request the role
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Assumptions
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Some parts of Oracle User Management have already been implemented including the
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Partner Administrator and Security Administrator roles as well as the User Management
responsibility and several permissions.
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Oracle User Management ships with seeded roles including, Partner Administrator,
r a Security Administrator, and Customer Administrator. Assume for the purposes of this
course, the Customer Administrator role does not exist, and the students must create it.
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Tasks
Creating a Role Within a Desired Role Category
Create a customer administrator role called “Your Initials Course Administrator” within the
Security Administration Role Category.
Placing the Role in a Role Inheritance Hierarchy
After creating your Course Administrator role, you will need to place it in a role inheritance
hierarchy so that it is inherited by the Partner Administrator role and it inherits the User
Management Responsibility.
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Solution – Creating a Role and Placing it in a Role Inheritance
Hierarchy
Creating a Role within a Role Category
1. (N) Roles & Role Inheritance > (B) Create Role
2. Enter the following information:

− Category: Security Administration
− Role Code: <YOUR-INITIALS> COURSE_ADMINISTRATOR
− Display Name: Your Initials Course Administrator
− Description: Duplicate of the Customer Administrator role for course purposes.
− Application: Your Initials Custom Application
− Date From: Leave the default date
− Date To: Leave Blank
3. Click (B) Apply to save your work.
Placing the Role in a Role Inheritance Hierarchy
4. Expand “All Roles, Responsibilities, and Groups” category.

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5. Expand “Roles and Responsibilities” category.
6. Expand “Security Administration” category.

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Select the Add Node icon on the “Partner Administrator” role.
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Expand “Security Administration” category.
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10. Quick select “Your Initials Course Administrator” role.
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11. Expand “Partner Administrator” role.
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12. Select the Add Node icon on your “Course Administrator” role beneath the “Partner
Administrator” role.
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13. Enter “FND%UMX” into the Code field under the Search region, and then select (B) Go.
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14. Quick select “User Management” role.
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15. Verify your Course Administrator role inherits the User Management responsibility which is
inherited by the Partner Administrator role by viewing it in the Role & Responsibility
Hierarchy area.
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Practice - Assigning Permission Sets to the Role
Overview
In this practice, you will assign permission sets to the customer administrator role.
Business Scenario:
of the company’s users, roles, and external contacts.
As part of the implementation team, you need to perform the following tasks:
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Create a registration process for the role so users can make a self service request
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Security Administrator, and Customer Administrator. Assume for the purposes of this
r a course, the Customer Administrator role does not exist, and the students must create it.
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Tasks
Assigning the User Maintenance UIs to the Course Administrator Role
Grant User Maintenance UIs to your Course Administrator role.
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Solution – Assigning Permission Sets to the Role
Assigning the User Maintenance UIs to the Course Administrator Role
1. (N) Roles & Role Inheritance.
2. In the Role Inheritance region, expand “Roles & Responsibilities” category.
3. Expand “Security Administration” category.
4. Click the Update icon next to your Course Administrator role and then click (B) Create
Grants.
5. Enter a name and description for the grant (for example, UMX Menus) and click (B) Next.
6. In the Set field, enter “User Maintenance UI's”, and then click (B) Next.
7. Review your work and then click (B) Finish.
8. Click (B) OK to the confirmation message indicating the grant has been successfully
created.
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Guided Demonstration - Setting Up Delegated Administration
1. (N) Roles & Role Inheritance
• In the Role Inheritance region, expand “Roles & Responsibilities” category.
• Expand “Security Administration” category.
2. Locate Your Initials Course Administrator role and click the Update icon
Defining User Administration for This Role
Define the users that can be managed through this role by performing the following:
3. Click (B) Security Wizards.
4. Click the Run Wizard icon for "User Management: Security Administration Setup".
Click User Administration tab and click (B) Add More Rows.
5. In the Users field, select “People in the Administrator’s Own Organization”

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6. In the Permissions field, select “All User Administration Privileges” and click (B) Apply.
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Defining Organization Administration for This Role
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Define the Roles that can be managed through this role by performing the following: A
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9. Click Organization Administration tab and then click (B) Assign Organization Privileges.
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10. Perform a wildcard search in the Search By Organization Privileges, select “View the
Administrator’s Own Organization” and click (B) Apply.
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Defining Role Administration for This Role
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14. In the Available Roles area, search for Your Initials Course Administrator role and place it
in the Selected Roles area. Assignees of Your Initials Course Administrator role will be able
to grant Your Initials Course Administrator role to other users.
15. Optionally perform a wildcard search on Miscellaneous in the Type field. Then select one or
more roles from the search results, move them to the Select Roles area, and click (B) Apply.
The assignee of Your Initials Course Administrator role will be able to assign the selected
roles to the users that he or she can manage.
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Practice - Testing Delegated Administration
Overview
In this practice, you will test delegated administration for the Course Administrator role.
Business Scenario:
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course that the Customer Administrator role does not exist and the students must create
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• The user John Snyder (jsnyder@cds.com) exists in the system.
Tasks
Assigning the Course Administrator Role to a User
Query a user in the system and assign the user the Course Administrator role.
View Role Capabilities by Logging on as the User to Whom the Role is Assigned
Log on as the user to whom the role is assigned and view that user’s administrative capabilities
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Solution – Testing Delegated Administration
Assigned Accounts:
Over the course of the next two practices, each workstation team will need to have individual
accounts that they (and only they) use. Without this exclusivity, students will collide during the
exercise. Please use the following email addresses to locate the user accounts assigned to your
workstation.
Number Account Email Name Company
1 betty.lewis@hilmanassoc.com Betty Lewis Hilman and Associates
2 hwolfschmidt@hilmanassoc.com Hilda Wolfschmidt Hilman and Associates
3 ely.alter@test.com Ely Alter A.C. Network
4 ckim@acnetworks.com Carlo Kim A.C. Network
5 jimjohnson_bworld@yahoo.com Jim Johnson Business World
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6 bill_w_smith@yahoo.com Bill Smith
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Business World
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7 sturakhi@bw.com Satish Turakhia
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Business World
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8 skyzer@abccorp.com
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Stacey Kyzer
AABC Corporation
Americas
9 lpetersent@ace.test.com
c l Lydia Petersen Ace Communications
10
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michaelzrobertson@yahoo.com Michael Robertson Business World
11 guest1_crm@hotmail.com O ly Doug Jackson A.C. Networks
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12 rabbott@visionhr.com Rachel Abbott PEL Consultants, LLP
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jsnyder@cds.com
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swhaling@worldwidecomm.com Sean Whaling Worldwide
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c l vtyagi@test.com Vishal Tyagi SmartBuy
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Assigning the Course Administrator Role to a User
1. (N) Users
2. Enter the following in the Email field of the search area and click the Go button.
- “<your assigned email address per list>”
3. The person with your assigned email address is displayed in the result set. Click the Create
User icon for this person.
Note: The name displayed in the search result is a person in the system and not a user. As
part of this procedure you will assign this person a user account that includes the Course
Administrator role.
4. Choose “Enter Manual” for the radio button.
5. Reset the user’s password by typing “welcome1” in the Password and Confirm Password
fields and click (B) Submit.
6. Query the user again by searching for your assigned user’s email address such as
‘jsnyder@cds.com’.
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7. Click the Update icon next to the user and then click the (B) Assign Roles.
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In the search window, search for the Course Administrator role. Select this role and click (B) Select
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Enter a justification in the Justification filed and click (B) Apply. You will see a confirmation message
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indicating you have successfully updated the role.
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Logging on as the User to Whom the Course Administrator Role is Assigned and
Viewing that User’s Administrative Capabilities
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10. Log out of the system and log on as your assigneduser’s address by entering the following:
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User Name: your assigned email’s address (such as ‘jsnyder@cds.com’)
• Password: welcome1
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11. When prompted, reset the user’s password from “welcome1” to “welcome”.
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12. You should be able to view and use the User Maintenance UIs upon logging in.
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Practice - Creating a Registration Process for the Role
Overview
In this practice, you will create a registration process for the Customer Administrator role.
Business Scenario:
The company has created the Customer Administrator Role (referred to here as Course
Administrator), defined its delegated administration (data security policies) and assigned it, the
appropriate permission sets as well as the User Maintenance UIs. The company now wants to
define a registration process for this role so users can make a self service request.
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Place this role in a role inheritance hierarchy A
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Setup delegated Administration for the role
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Grant the User Maintenance UIs to the role
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Create a registration process for the role so users can make a self service request
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r a Partner Administrator and Security Administrator roles as well as the User Management
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• Oracle User Management ships with seeded roles including, Partner Administrator,
Security Administrator, and Customer Administrator. Assume for the purposes of this
it.
Tasks
Creating a Registration Process for Your Course Administrator Role
Create a registration process and tie it to Your Initials Course Administrator Role.
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Solution – Creating a Registration Process for the Role
Enter a Description of the Registration Process
1. (N) Registration Processes > (B) Create Registration Process
2. Enter the following information and then click (B) Next:
• Role: Search for Your Initials Course Administrator role
• Type: Additional Access (Self Service)
Please note: the Registration Process Code, Display Name, and Description fields should be
populated automatically based on the selected role.
• Click (B) Next.
3. In the Notification Event field, enter “ Additional Access Workflow event” and click (B)
Next.
4. When you choose to create a registration process for existing users, you can specify a
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specific group of users for whom the registration process is available. For the purposes of
this course, select “All Users” from Eligible Users radio list instead of choosing a specific
group of users. Then click (B) Submit.
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Practice - Testing the Registration Process for the Role
Overview
In this practice, you will test the registration process you created for the Customer Administrator
role.
Business Scenario:

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Tasks
Testing the Registration Process for Your Course Administrator Role
Test the registration process tied to Your Initials Course Administrator Role.
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Solution – Testing the Registration Process for the Role
Assigned Accounts:
Please use the following email addresses to locate the user accounts assigned to your
workstation. Without this exclusivity, students will collide during the exercise.
No. Account Email Username Name Company
1 aking@bw.com aking Albert King Business World
2 jmiller_bw_us@yahoo.com jmiller Jay Miller Business World
3 alec.stewart@bw.com astewart Alec Stewart Business World
4 rwang@bw.com rwang Robert Wang Business World
5 msinisi@bw.com msinisi Mary Sinisi Business World
6 hharris@yahoo.com hharris Hilda Harris Hilman and Associates
7 efrench@email.com efrench Eric French Ace Communications
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8 ivyi@yahoo.com ivyi Ivy Hatfield World of Business
9 emoulds@businessworld.com emoulds Eric Moulds

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World of Business
10 david_alite@siliconpeak.com dalite David Alite

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Silicon Peak Technologies
11 RhondaSellers@spt.com
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rsellers Rhonda Sellers Silicon Peak Technologies
12 blam@spt.com
r a benlam Ben Lam Silicon Peak Technologies
13 ama@spt.com
O ly ama Albert Ma Silicon Peak Technologies
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Instructor: Peter Adams (show how to look up by name)
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Log on as a user and request Your Initials Customer Administrator Role
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(N) Users
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1.
a Perform a search for “<your assigned email>” in the Email field.
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2. Select a user such as Peter Adams and click the Reset Password icon next to the user’s
name.
3. Select the “Enter Manually” radio button.
4. Reset the password as welcome1 and click (B) Submit.
5. Log on as that user, resetting the password to welcome.
6. Click the Preferences link at the top of the page, click Access Requests, and then click (B)
Request Access.
7. Select the Course Administrator role and then click (B) Add to List (which is in the
“Selected Roles” list in the right-hand panel) and then click (B) Next.
8. Enter a justification for requesting this role, click (B) Next.
9. Click (B) Submit.
10. Your Initials Course Administrator role and the User Management responsibility should both
appear in the resulting window, because your Course Administrator role inherits the User
Management responsibility.
11. Click Home at the top of the page and then click User Management responsibility.
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Practice - Profile Options
Overview
The implementation committee wants you to testing setting several personal profile options, and
to examine several system profile options.
Tasks
Set your Personal Profile Options
1. Query the “Concurrent: Request Priority” profile value. Note its value, and try to update it.
2. Query the “Viewer: Default Font Size”. If there is no value, set it to 10 and Save it.
3. Query the “Printer”. Use the LOV to change or add a value and Save it.
4. Query the “Concurrent: Hold Requests”. Change the user value to “Yes” and Save it.
5. Submit the “Active Users” report.
6. Click the “Options…” button, and verify that the printer you selected for the Printer profile
option has defaulted in the Printer field.
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7. Submit your request.
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8. View your concurrent request.
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9. Take your request off hold.
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10. Cancel your request.
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Examine your System Profile Options1.
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to find “Currency:Negative Format” at the Site level.
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What is “Currency:Negative Format” for the Site? _______________
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Use the Find System Profile Values window to find the “Flexfields:Shorthand Entry” profile
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option at the Site and User level.
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At which levels can the System Administrator change the values? _______________
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Solution - Profile Options
Set your Personal Profile Options
Responsibility = System Administrator

responsibility.
2. Navigate to (N) Profile > Personal.
3. Query up the profile option “Concurrent:Request Priority”.
• Note its value here: __________________
• Try to update the value.
• (This option cannot be updated at the user level.)4. Query up the profile option “Viewer:
Default Font Size”. If there is no value specified, set it to 10 and click Save.5. Query up the
profile option “Printer”. Use the List of Values to change or add a value. Click Save.6.
Query up the option “Concurrent:Hold Requests”. Change the User Value to “Yes”. Click
Save.
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7. Navigate to the Submit Request screen (N) Requests > Run.
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8. Select the “Active Users” program.
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Click the “Options…” button and verify that the printer you selected for the “Printer” profile
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option has defaulted in the Printer field.
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10. Submit your request.
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11. Navigate to the View Requests window (N) Requests > View.
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12. Your request should show a status of “On Hold”.
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13. Take your request off hold by clicking the “Remove Hold” button.
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14. Cancel your request by clicking the “Cancel Request” button.
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Examine your System Profile Options1. Navigate to (N) Profile > System.
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Use the Find System Profile Values window to find “Currency:Negative Format” at the Site
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level.
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4. Use the Find System Profile Values window to find the “Flexfields:Shorthand Entry” profile
option at the Site and User level.
5. What is the default value at the Site level. _______________
6. At which levels can the System Administrator change the values? _______________
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Practice - Auditing Resources
Overview
In this test, the committee wants to look at the results of several Signon Audit reports. They
would also like you to test the Monitor Users form. They have asked you to complete the
following tasks.
• Run the Signon Audit reports to determine what concurrent programs were run
• Run the Signon Audit reports to determine what responsibilities and users have been
accessed
• Run the Signon Audit reports to see what forms have been accessed
• Use the Monitor Users form
Tasks
Run the Signon Audit Reports
1. Run the complete set of Signon Audit Reports using the time frame of the last week.
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2. Answer the following questions.
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• What concurrent programs were run in the last week? _______________________
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• What responsibilities and users were accessed in the last week? _______________
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What forms were accessed in the last week? _______________________________
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Access the Monitor Users form, and practice monitoring users.
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If you don’t see any users in your Monitor Users form, change the profile option “Sign-On
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Audit Level” to “Form” at the user level. Then, sign on again to your user and recheck the
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Solution - Auditing Resources
Run the Signon Audit Reports
1. Navigate to (N) Requests > Run.
2. Click the “OK” button to accept the default to submit a single request.
3. Click the List of Values icon to get a list of all reports available for you to run.
4. Select the “Signon Audit Concurrent Requests” report.
5. Enter the following in the Parameters window:
• Sort By: User Name
• Request Start Time: one week ago (use the format 01JAN2007)
6. Click the “Submit” button.
7. Click the “Yes” button to submit another request.
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8. Select the “Signon Audit Responsibilities” report.
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• Sort By: User Name
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Request Start Time: one week ago (use the format 01JAN2007)

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11. Click the “Yes” button to submit another request.
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12. Select the “Signon Audit Forms” report.
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Request Start Time: one week ago (use the format 01JAN2007)
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15. Click the “No” button.
O16. Navigate to (N) Requests > View.


17. View each report, and answer the following questions:
• What concurrent programs were run in the last week? _______________________
• What responsibilities and users were accessed in the last week? _______________
• What forms were accessed in the last week? _______________________________
Monitor Users
18. Navigate to (N) Security > User > Monitor.
19. Query up your User Name and note the activity.
20. Navigate to (N) Profile > System.
21. Find the “Sign-On Audit Level” profile option at the user level for your specific signon.
Change it to “FORM” or “NONE” (Note: You want to change it to something other than
what it is currently set to. This will enable you to note the differences.)
22. Save your work.
23. Sign off and on again.
24. Navigate to (N) Security > User > Monitor.

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25. Review the changes of the data in the form.
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Guided Demonstration - Support Cart
Responsibility: System Administration
This demonstration illustrates the use of the Support Cart in Oracle Applications Manager, using
the Hosts page as an example. Other pages can be used also.
1. (N) Oracle Applications Manager > Site Map > Administration > Hosts (under System
Configuration).
2. Add the page to the Support Cart using the Add to Support Cart button at the bottom of the
page. Click OK on the page that is returned.
3. Navigate to the Support Cart using the Support Cart global button or link.
4. For the Description tab, add information for the TAR # (XXXXXXX.XXX) and a
description. Click Update.
5. Navigate to the Applications Signature tab. Select “Product Information” in the Generic
region and select the Delete button. Click Collect.
6. (Optional) Navigate to the Other Information Collected tab. You should see the page
"oam/node/nodelist" listed. Click the icon in the View column to review the Hosts page.
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7.
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Save the page using the Save Cart button on the bottom of the page. Click Save, and then give your
zip file a suitable name as you save it to a local drive.
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8. Navigate to the Other Information Collected tab. Select the "oam/node/nodelist" page and
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click Delete to delete the page. The Hosts page will be deleted from the table.
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9. Click the Restore Cart button.
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10. From the Restore Cart Contents page, use the Browse… button to find and select your
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previously-saved zip file. Click Restore.
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11. The Hosts page is now back in the Support Cart. Note that “Product Information” is not
included because you deleted it in an earlier step.
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Practice - Scheduling Requests
Overview
The implementation committee has asked you to test a number of scenarios for scheduling
concurrent requests. The scenarios they would like to test are as follows.
• Submit a concurrent request to run once, immediately
• Submit a concurrent request to run at 1 minute intervals
• Submit a concurrent request to run in 1 week
• Submit a concurrent request to run every day at 2 pm for just 1 week
Tasks
Submit a Request to Run Once
1. Submit the “Active Responsibilities and Users” report to run once immediately, and to not
run again.
Submit a Request to at 1 Minute Interval

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2. Submit the “Active Users” report to run at 2 minute intervals after the completion of the
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previous “Active Responsibilities and Users” request is completed.
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Submit a Request to Run in 1 Week
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Submit the “Reports and Sets by Responsibility” report to run 1 week from today.
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Submit a Request to Run Every Day at 2pm for just 1 Week
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Submit the “Work Shifts Report” to every day at 2pm for the next 1 week.
View your Concurrent Requests

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Solution - Scheduling Requests
Submit a Request to Run Once
1. Log in to Oracle Applications using the username you created earlier in the class and select
the System Administrator responsibility.
2. (N) Requests > Run.
3. Click OK to accept the default “Single Request.”
4. Select “Active Responsibilities and Users” report from the list of values for the Name field.
Your form should look similar to the following.
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Note the Request ID displayed in the Decision window.
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Submit a Request to at 2 Minute Intervals
8. Select “Active Users” report from the list of values for the Name field.
9. Click Schedule….
10. Select the Periodically radio button from the “Run this Job…” option group.
Enter tomorrow’s date for the End At field.
11. In the “Re-run every” fields, enter 2 and select Minute(s) from the list of values.
12. Select the “From the Completion of the prior run” radio button from the “Apply the
Interval…” option group. Your Schedule screen should appear similar to the following.
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13. Click OK.
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14. Click Submit.
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15. Note the Request ID displayed in the Decision window.
16. Click Yes to submit another request.
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Submit a Request to Run in 1 Week
17. Select “Reports and Sets by Responsibility” report from the list of values for the Name field.
18. You will be prompted for parameters.

− Select “Application Object Library” from the Application list of values.
− Select “Your Initials Assistant System Administrator” from the Responsibilities
Name list of values.
19. Click OK to close the Parameters window.
21. Select the Once radio button from the “Run this Job…” option group.
22. In the Run At field change the date to one week from today by using the popup calendar or
by typing in the date.
23. Click OK.
24. Click Submit.
26. Click Yes to submit another request.

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Submit a Request to Run Every Day at 2pm for just 1 Week
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27. Select “Work Shifts Report” from the list of values for the Name field.
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29. Select the Periodically radio button from the “Run this Job…” option group.
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using the popup calendar or by typing it in.
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31. In the End At field change the date to one week from today and the time to 2:00 PM
the following.
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(14:00:00) by using the popup calendar or by typing it in. Your form should look similar to
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32. Click OK.
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33. Click Submit.
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35. Click No to finish submitted requests.
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View your Concurrent Requests
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36. (N) Requests > View.
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37. Click Find to view all your requests. Your form should look similar to the following.
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38. Use the appropriate buttons on this form to perform each of the tasks.
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• Find the “Active Responsibilities” request. The Phase should be Completed and the
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Status should be Normal.
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• Select a report with Phase Completed and Status Normal (for example, the Active
Responsibilities report). Click Diagnostics. The Request Diagnostics window will
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appear. Review the entries and click OK to close the window.
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•
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Select a report with Phase Completed and Status Normal (for example, the Active Users
report). Click View Log…. The log file will appear in a separate browser window.
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Review the entries for the log and close the browser window.
•
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Select a report with Phase Completed and Status Normal (for example, the Active Users
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report). Click View Output. The report will appear in a separate browser window.
Review the report and close the browser window.
Optional Additional Tasks

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1.
I n
Cancel the Active Users request.
•
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Click Refresh Data to verify that your display is current.
r a • Select the “Active Users” request that is Running.
O • Click Cancel Request.


• A Decision window will warn you: “Cancelling a request cannot be undone. Continue?”
• Click Yes.
• The Phase will be updated to Completed and the Status will be set to Cancelled.
2. Put the “Reports and Sets by Responsibility” request on hold.
• Select the “Reports and Sets by Responsibility” request.
• Click Hold Request. The Phase of the request will be updated to Inactive and the Status
will be set to On Hold.
• Click Remove Hold to take the request off hold.
3. Reprint the Active Users report.
• Select one of the “Active Users” requests that completed with a normal status.
• From the Tools menu select the “Reprint…” item.
• With 1 copies selected, click Apply.
• You will get a confirmation page indicating that your request for reprinting existing
output has been scheduled along with the Request ID information. Select OK and Close
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window.
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Practice - Request Groups
Overview
Up until this test process, the committee has not wanted you to deal with Request Groups. In this
test process, you will create a new Request Group, and assign it appropriately. The steps that will
be tested include the following.
• Create a new Request Group
• Limit the Request Groups access to concurrent reports, programs, and sets
• Assign the new Request Group to your Your Initials Assistant System Administrator
(e.g., JS Assistant System Administrator) responsibility
• Test your Request Group
Tasks
Create your Request Group.
1. Create a new Request Group. Remember to put your initials at the front of your data entries
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• Group Name: Your Initials Assistant SysAdmin Group
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• Code: (leave blank)
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•
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Description: Your Initials Assistant SysAdmin Group
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Requests:
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• Type Name
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•
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Application Application Object Library
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Application Object Library
• Program
e r s
Employee Listing
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Payables
• Set
I nPeriod End Payables
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Assign your Request Group.
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2.
r a Assign the new Request Group to your Assistant System Administrator Responsibility.
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Test your Request Group.
3. Verify your work by selecting the Assistant System Administrator Responsibility and
viewing the LOV for both Single Request and Request Set.
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Solution - Request Groups
Create your Request Group.
1. Login to Oracle Applications using your username you created earlier in the class and select
the System Administrator responsibility.
2. (N) Security > Responsibility > Request.
3. Create a new Request Group.
• Group Name: Your Initials Assistant SysAdmin Group
• Code: (leave blank)
• Description: Your Initials Assistant SysAdmin Group
•
Requests:
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•
Type Name Application
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•
Application Application Object Library Application Object Library
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Program Employee Listing
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Payables
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• Set Period End
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5. Close the form.
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Assign your Request Group.
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6. (N) Responsibility > Define.
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7.
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Query to find your Your Initials Assistant System Administrator responsibility. Choose
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your request group from the list of values for the Request Group Name field.
8. Save your work.

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Test your Request Group.
9. l
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Exit and sign on again as your Your Initials Assistant System Administrator.

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11. Click OK to accept the defaults.
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12. Note the reports that now exist in the list of available reports for you to run.
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Practice - Coded Request Groups
Overview
Now that you have completed the committee’s tests on Request Groups, they want to go into the
advanced testing of a Coded Request Group. Specifically, the committee wants to test the
following.
• Create a Coded Request Group
• Create a new form function to call your Code Request Group
• Add the new form function to an existing menu
• Test your Coded Request Group
Tasks
Create your Coded Request Group
1. Create a new Coded Request Group. Remember to put your initials at the front of your data
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• Group Name: Your Initials Journal Entries
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• Code: Your InitialsJE (e.g., JSJE)
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•
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Description: Your Initials Journal Entries
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• Request Type: Program
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•
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Request Name: AR: Journal Entries Report
• Application: Receivables
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Create your New Form Function
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1.
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Create a new Form Function. Remember to put your initials at the front of your data entries
I n
to keep your data unique. Accept default values unless otherwise specified.
•
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Function: Your Initials_FNDRSRUN_JOURNAL_ENTRIES
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r a • User Function Name: Your Initials Journal Entries
O • Description: Your Initials Journal Entries

• Type: Form
• Form: Run Reports
• Parameters: Enter the following three parameters in the Parameter field and each of
them should be separated by a space
− TITLE = “Your Initials Journal Entries”
− REQUEST_GROUP_CODE = “Your InitialsJE”
− REQUEST_GROUP_APPL_SHORT_NAME = “<your application short
name>”
Assign your Form Function to an Existing Menu
1. Query up your Level 1 custom menu, Your Initials_TOP_SYSTEM_AUDITOR
2 Add your function.
3. Seq: 50, Prompt: Journal Entries Report, Function: Your Initials Journal Entries,
Description: Your Initials Journal Entries
Test your Coded Request Group
1. Test that your Code Request Group works as expected.
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Solution - Coded Request Groups
Create your Coded Request Group
Responsibility:System Administrator
1. Log in to Oracle Applications with the username that you created earlier in the class and
select the System Administrator responsibility.
2. (N) Security > Responsibility > Requests.
3. Create a new Coded Request Group.
• Group Name: Your Initials Journal Entries
• Code: Your InitialsJE (e.g., JSJE)
• Description: Your Initials Journal Entries
•
Request Type: Program
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•
Request Name: AR: Journal Entries Report
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Application: Receivables
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5. Close the form.
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Create your New Form Function
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6. (N) Application > Function.
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7.
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Create a new Form Function by entering the following information:
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• Description tab:
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− Function: Your Initials_FNDRSRUN_JOURNAL_ENTRIES
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− User Function Name: Your Initials Journal Entries
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− Description: Your Initials Journal Entries
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• Properties tab:
− Type: Form
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• Form tab:
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− Form: Run Reports
− Parameters: Enter the following three parameters in the Parameter field and
c l e each of them should be separated by a space:

− TITLE = “Your Initials Journal Entries”
r a − REQUEST_GROUP_CODE = “Your InitialsJE”

− REQUEST_GROUP_APPL_SHORT_NAME = “FND”
O

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9. Close the form.
Assign your Form Function to an Existing Menu
10. (N) Application > Menu.
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11. Query up your Level 1 custom menu, Your Initials_TOP_SYSTEM_AUDITOR
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12. Add your function.
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13. Seq: 50, Prompt: Journal Entries Report, Function: Your Initials Journal Entries,
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Description: Your Initials Journal Entries, Grant checkbox: checked A
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15. Close the form.
Test your Coded Request Group

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16. Exit Oracle Applications and the Personal Homepage. Sign on again as the System Auditor
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(i.e., Your Initials_SYSTEM_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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17. (N) Journal Entries Report.
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18. Click OK to accept “Single Request.”
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19. When the submit request form appears, note the window title – it will be the value entered
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for your parameter TITLE. The title of the form defaults to the request title because it is the
only request on the list.
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Practice - Request Sets Using Wizard
Overview
To wrap up the testing of concurrent reports and programs, the implementation committee wants
you to test creating a Request Set. They want you to use the Request Set Wizard to do this, and
then test your Request Set when you are done.
Tasks
Create your Request Set Using Wizard
1. Create a new Request Group Set using the Wizard. Remember to put your initials at the
front of your data entries to keep your data unique.
• Set Name: Your Initials Assistant System Administrator
• Set Code: (will be assigned by Wizard)Application: Your Initials Custom Application
• Description: Your Initials Assistant System Administrator
• Owner: (will be assigned by the Wizard)2. Accept all of the other default values.
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3. Include the following programs in your request set, Users of a Responsibility, Reports and
Sets by Responsibility, and Report Group Responsibilities.
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Test your Request Set
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4. Test your Request Set by submitting it to run through concurrent processing.
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Solution - Request Sets Using Wizard
Create your Request Set Using Wizard
Responsibility:System Administrator
1. Log in to Oracle Applications and select the System Administrator responsibility.
2. (N) Requests > Set.
3. Click Request Set Wizard (DO NOT enter any other information – the Wizard will prompt
you).
4. Accept the following default values:
• Run your set Sequentially.
• Click Next (this will create three stages).
• Abort your set when the status of the stage ends in Error.
5.
• Click Next (this will link the stages).
Enter the following:

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•
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Set Name: Your Initials Assistant System Administrator

A c
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Description: Your Initials Assistant System Administrator
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6. Click Next.
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7.
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Accept the default “As Each Request in the Set Completes”.
8. Click Next.
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9.
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Select the following programs to be included in your set:
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•
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Users of a Responsibility
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•
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Reports and Sets by Responsibility
•
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Report Group Responsibilities
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10. Click Finish.
O11. A note appears telling you that your request set has been created and saved.

12. Click OK.
13. Verify the Owner field has the user name of the user you are currently logged in as.
14. The window should appear similar to the following example:
Test your Request Set
15. Sign on as your Your Initials Assistant System Administrator.

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17. Select the “Request Set” option.
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A
18. Click the list of values icon for the Request Set field. Your request set will automatically
e
Administrator responsibility.
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display because it is the only set available to your Your Initials Assistant System
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19. Supply the required parameters by clicking in the Parameters field for each request.
20. Submit your set. O ly

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Practice - Administering Concurrent Managers
Overview
The implementation committee wants you to test several aspects of managing concurrent
processing. Specifically, they want you to test the following.
• Define a work shift
• Define a concurrent manager
• Assign your work shift to your concurrent manager
• Create specialization rules for your concurrent manager
• Activate your concurrent manager
Tasks
Define your Work Shifts
1. Create a new Work Shift. Remember to put your initials at the front of your data entries to
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• Name: Your Initials DAYSHIFT
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• From: 08:00
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• To: 17:00
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• From: Monday
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• To: Friday r a
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Description: Dayshift 8:00 – 5:00
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Define your Concurrent Manager
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2.
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Create a new Concurrent Manager. Remember to put your initials at the front of your data
•
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Manager: Your Initials Specialized Manager
•
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Enabled: (Checked)
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• Application: Your Initials Custom ApplicationDescription: Concurrent Manager to run
reports for Your InitialsType: Concurrent Manager
• Cache Size: 1Program Library: FNDLIBR
Assign your Work Shift to your Concurrent Manager
3. Use the following information to assign your work shift to your concurrent manager.
• Workshift: Your Initials DAYSHIFT
• Processes: 3
• Sleep Seconds: 60
Create Specialization Rules for your Concurrent Manager
4. Use the information below to define your specialization rules for your Concurrent Manager.
• Include/Exclude: IncludeType: UserName: Your Initials User
5. 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.
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• Include/Exclude: ExcludeType: UserName: Your Initials User
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Activate your Concurrent Manager
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6.
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In the Administer Concurrent Managers window scroll through the list of managers until A
you find the manager you defined.
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7. Select your manager.
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8. Click the “Activate” button. O ly
9.
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The status will update to Activating.
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10. Go to the View Requests window to verify that your request to activate your manager
completes successfully.11.
t U sGo to the Submit Request window and submit the “Active

Users” or “Active Responsibilities and Users” report to run once every minute for the next
five minutes.
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12. Go to the Administer Concurrent Managers window. Your concurrent manager will show
r aone request pending.
O13. Click on the “Requests” button to view your request in the Concurrent Requests screen.

14. Return to the Administer Concurrent Managers window and click on the “Processes” button
to view the Processes window.
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Solution - Administering Concurrent Managers
Define your Work Shifts

responsibility.
2. Navigate to (N) Concurrent > Manager > WorkShifts.
3. From the menu, select File > New, or click the New icon on the toolbar.4. Create a new
Work Shift.
• Name: Your Initials DAYSHIFT
• From: 08:00
• To: 17:00
• From: Monday
• To: Friday
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• Description: Dayshift 8:00 – 5:00
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5. Save your work. The window should appear similar to the example shown.
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6. Close the form.
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Define your Concurrent Manager
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7. Navigate to (N) Concurrent > Manager > Define
• ca
Manager: Your Initials Specialized Manager
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• Enabled: (Checked)
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•
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Short Name: Your Initials_SPECIALApplication: Your Initials Custom
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ApplicationDescription: Concurrent Manager to run reports for Your Initials
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Type: Concurrent Manager
• Cache Size: 1 l
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•
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Program Library: FNDLIBR
s
8.
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Save your work. The window should appear similar to the example shown.
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Assign your Work Shift to your Concurrent Manager
9. Click the “Work Shifts” button.

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•
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•
Workshift: Your Initials DAYSHIFT
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Processes: 3
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• Sleep Seconds: 60
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10. Save your work. The window should appear similar to the example shown.
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11. Close the Work Shifts window.
Create Specialization Rules for your Concurrent Manager
12. In the Concurrent Managers window, click the “Specialization Rules” button.
• Include/Exclude: IncludeType: UserName: Your Initials User
13. Save your work. Your completed form should appear similar to the example shown.
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14. Close the Specialization Rules window to return to the Concurrent Managers window.
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15. From the Concurrent Managers window, query up the Standard Manager.
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16. Click the “Specialization Rules” button.
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•
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Include/Exclude: ExcludeType: UserName: Your Initials User
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17. Save your work. Your completed form should appear similar to the example shown in the
slide.
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18. Close the form. I n
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Activate your Concurrent Manager
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19. Navigate to the Administer Concurrent Managers window: (N) Concurrent > Manager >
O Administer.

20. 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.
21. The status will update to Activating. The window will appear similar to the example shown.
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22. Go to the View Requests window (N) Requests > View to verify that your request to
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activate your manager completes successfully. A
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24. Choose “Single Request”. r a
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Users” report.
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25. In the Submit Request window choose the “Active Users” or “Active Responsibilities and
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26. Click the “Schedule” button. a e
27. Choose Periodically.
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28. Leave the “Start At” time as the current time and enter five minutes from now for the “End
At” time.
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29. In the “Re-run every” field select 1 and Minute(s) to run the report once a minute for the
next five minutes.
O30. Click the “OK” button and then click the “Submit” button.

31. 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.
32. Click on the “Requests” button to view your request in the Concurrent Requests screen.
Your form will look similar to the following.
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33. Close this window to return to the Administer Concurrent Managers window.
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34. Click on the “Processes” button to view the Processes window.
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35. In the Concurrent Processes screen note that you see all of the requests that have run in your
specialized manager, the Oracle Process ID that was used to run the report, and the UNIX
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Process ID (in the System column) that was used.
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Guided Demonstration - Loading and Running a Workflow
Process
1. Start the Oracle Workflow Builder.
2. From the File menu, select Open to open the sample solution file named wfvacXX_062.wft
from the file system.
3. Display the process diagram for the sample process.
4. Save the workflow definition to the class database using File > Save As. Then close the data
store.
5. Use a Web browser to connect to a Workflow administrator responsibility. Log in as a user

with workflow administrator privileges.
6. Click the Developer Studio link. In the Search region of the Developer Studio page, enter
the name of the XX Vacation Proposal workflow item type and click Go. Then, in the
Results region, click the Run icon for the XX Vacation Proposal item type.
7. Enter a process owner, item key, user key, requestor, approver, from date, and to date. The
requestor and approver should have Workflow administrator and user responsibilities
assigned to them.
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8. Click the Submit button. A confirmation message appears. Click OK.
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9. Select the Status Monitor tab to review the process status in the Status Monitor Web pages.
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•
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In the Search region, enter the XX Vacation Proposal item type and the item key you A
chose, and click Go.
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•
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In the Results region, select your process and click the Activity History button to review
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the process activities.
•
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Click the Status Diagram button to review the graphical diagram of the status of the
process.
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10. Log off and log in again as the approver. You can use either a Workflow administrator
e s
responsibility or Workflow user responsibility.
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11. Click the Notifications link.
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12. In the Worklist, select the subject line for the Vacation Proposal notification sent by your
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process to open the notification message.
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13. On the Notification Details page, approve or reject the proposal.
O

14. Log off and log in as the requestor. To review the updated status of the process in the Status
Monitor Web pages, select the Status Monitor tab. Then search for the process with the XX
Vacation Proposal item type and your item key, and view the status diagram again.
15. Open the Workflow Builder again and make a change to the process diagram, such as
adding a function activity by dragging and dropping the Noop function from the Standard
item type into the process. Then save the definition to the class database again.
16. Repeat steps 5 through 9 to show the new version of the workflow definition in use.
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Practice - Define a Descriptive Flexfield
Overview
To perform the practices in this lesson (and the next three as well), you will need a descriptive
flexfield to work on. Your instructor will assign you a descriptive flexfield that has not yet been
used in the database you are accessing. You will use the same flexfield for practices throughout
these four lessons. The list below assigns each team number a unique descriptive flexfield and
shows the navigation path to the flexfield. The paths are accessed via the General Ledger Super
User responsibility. Your instructor will inform you of which flexfield you are to configure.
Team: 01
− Descriptive Flexfield Title: Accounting Calendar: Periods
− Navigation Path: Setup > Financials > Calendars > Accounting (Periods region)
Team: 02
− Descriptive Flexfield Title: AutoPost Criteria
− Navigation Path: Setup > Journal > AutoPost
Team: 03
− Descriptive Flexfield Title: Budgetary Control Group: Rules
− Navigation Path: Budgets > Define > Controls (Budgetary Control Rules region)
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Team: 04
−
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−
Descriptive Flexfield Title: Conversion Rate Types
Navigation Path: Setup > Currencies > Rates > Types
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Team: 05
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−
−
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Descriptive Flexfield Title: Define Budget Organization: Organization
Navigation Path: Budgets > Define > Organization
Team: 06
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−
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Descriptive Flexfield Title: Define Recurring Journal: Batch
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Navigation Path: Journals > Define > Recurring
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Team: 07
−
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Descriptive Flexfield Title: Journal Categories
−
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Navigation Path: Setup > Journal > Categories
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Team: 08
− I n
Descriptive Flexfield Title: Journal Sources
−
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Navigation Path: Setup > Journal > Sources
r aTeam: 09
− Descriptive Flexfield Title: Open and Close Periods
O − Navigation Path: Setup > Open/CloseTeam: 10

− Descriptive Flexfield Title: Daily Rates
− Navigation Path: Setup > Currencies > Rates > Daily Team: 11
− Descriptive Flexfield Title: Period Types
− Navigation Path: Setup > Financials > Calendars > TypesTeam: 12
− Descriptive Flexfield Title: Summary Accounts
− Navigation Path: Setup > Accounts > SummaryTeam: 13
− Descriptive Flexfield Title: Suspense Accounts
− Navigation Path: Setup > Accounts > Suspense
Team: 14
− Descriptive Flexfield Title: AutoReversal Criteria Set
− Navigation: Setup > Journal > AutoReverse [select a Journal category]
Team: 15
− Descriptive Flexfield Title: Budget Control Group: Group
− Navigation: Budgets > Define > Controls (main region)
Team: 16
− Descriptive Flexfield Title: Define Recurring Journal: Formula
− Navigation: Journals > Define > Recurring > Lines (B) (Formula region)
Team: 17
− Descriptive Flexfield Title: Define Recurring Journal: Journal Entry
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− Navigation: Journals > Define > Recurring (Journal Entry region)
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Team: 18
− Descriptive Flexfield Title: Define Recurring Journal: Line
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− Navigation: Journals > Define > Recurring > Lines (B) (Line Description region)
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Team: 19
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− Descriptive Flexfield Title: Journal Authorization Limits
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− Navigation: Setup> Employees > Limits
Team: 20
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− Descriptive Flexfield Title: Mass Maintenance Requests
− Navigation: Setup> Other > Mass Maintenance
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Scenario
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Descriptive flexfields use two types of segments: global and context-sensitive. In this practice,
I n
you will create a descriptive flexfield using only global segments. You will also create value sets
that provide lists of values for your user. The descriptive flexfield is designed to track the
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following additional information about orders that have been held:
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O ra•
•
Who held the order
The reason the order was held

• The amount of time the order was held
Tasks
Define your Value Sets
1. Use the Value Sets window to define three value sets.
• Define an independent value set named YourInitials_WHO_HELD. Give the value set a
description, a format type of Char, and a maximum size of 2. Enable Non-Hierarchical
Security for the value set.
• Define an independent value set named YourInitials_WHY_HELD. Give the value set a
• Define an independent value set named YourInitials_HOW_LONG_HELD. Give the

value set a description, a format type of Char, and a maximum size of 3. Enable Non-
Hierarchical Security for the value set.
Define your Structure
2. After defining your value sets, use the Descriptive Flexfield Segments window to define the
structure for the descriptive flexfield assigned to you. Do not allow overrides for the context.
m y
Define three segments for the Global Data Elements context.
d e
• Define a segment named Who Held, with a prompt of Who. Assign the segment the
number 10, the column ATTRIBUTE1, and the value set YourInitials_WHO_HELD.
ca
• Define a segment named Why Held, with a prompt of Why. Assign the segment the
e A
l
number 20, the column ATTRIBUTE2, and the value set YourInitials_WHY_HELD.
c
•
r a
Define a segment named How Long, with a prompt of Length. Assign the segment the
number 30, the column ATTRIBUTE3, and the value set
YourInitials_HOW_LONG_HELD.
O ly
•
l & On
Ensure all three segments are displayed and enabled. When you finish defining the
a e
structure, freeze and compile your flexfield definition.
n
Define your Values
t e r U s
3.
n
After defining the value sets and segments for your flexfield, use the Segment Values
I
window to define the values associated with each of the independent value sets.
4.
c l e
Define and enable the following values for the YourInitials_WHO_HELD value set.
r a • Value: 01
O • Description: Helen Myers


• Value: 02
• Description: Mien Chan
• Value: 03
• Description: Michael Keller
• Value: 04
• Description: Luis Galvez
5. Define and enable the following values for the YourInitials_WHY_HELD value set.
• Value: FIR
• Description: Further information required
• Value: MAR
• Description: Manager authorization required
m y
• Value: AJR
d e
• Description: Additional justification required
ca
e A
6.
l
Define and enable the following values for the YourInitials_HOW_LONG_HELD value set.
• c
Value: 100
r a
•
O ly
Description: Less than one week
l & On
• Value: 200
n a e
•
e r s
Description: One week to one month
t U
I n
•
l e
Value: 300
c
O ra
• Description: One month to one year

• Value: 400
• Description: More than one year
Test your Descriptive Flexfield
7. After defining your value sets, segments, and values, navigate to your descriptive flexfield
and test the results of your work. When you are finished, exit without saving.
m y
d e
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Solution – Define a Descriptive Flexfield
1. (N) Application > Validation > Set.
2. Enter the information for the first value set in the following fields:
• Value Set Name: YourInitials_WHO_HELD
• Description: YourInitials Who Held Value Set
• Security Type: Non-Hierarchical Security
• Format Type: Char
• Maximum Size: 2
• Validation Type: Independent
3. Save your work.

m y
4. Enter the information for the second value set in the following fields:
d e
• Value Set Name: YourInitials_WHY_HELD
ca
• Description: YourInitials Why Held Value Set
e A
•
c l
Security Type: Non-Hierarchical Security

r a
• Maximum Size: 3 O ly
•
l & On
a e
Validation Type: Independent
n
5. Save your work.
t e r U s
n
6. Enter the information for the third value set in the following fields:
•
e I
Value Set Name: YourInitials_HOW_LONG_HELD
•
c l
Description: YourInitials How Long Held Value Set
r a • Security Type: Non-Hierarchical Security

O

• Maximum Size: 3
7. Save your work.
1. (N) Application > Flexfield > Descriptive > Segments.
2. Query your descriptive flexfield.
3. In the Context Field region, ensure the Displayed check box is cleared.
4. In the Context Field Values region, select the Global Data Elements context and click (B)
Segments to navigate to the Segments Summary window.
5. Enter the information for the first segment in the following fields:
• Number: 10
• Name: Who Held
m y
• Window Prompt: Who
d e
• Column: ATTRIBUTE1
ca
• Value Set: YourInitials_WHO_HELD
e A
• Displayed: Selected
c l
• Enabled: Selected
r a
6. Save your work. O ly
7.
l & On
Enter the information for the second segment in the following fields:
•
n a e
•
Number: 20
Name: Why Held

t e r U s
• I n
Window Prompt: Why
•
c l e
Column: ATTRIBUTE2
r a • Value Set: YourInitials_WHY_HELD
O

8. Save your work.
9. Enter the information for the third segment in the following fields:
• Number: 30
• Name: How Long
• Window Prompt: Length
• Value Set: YourInitials_HOW_LONG_HELD
10. Save your work.
11. Navigate back to the Descriptive Flexfield Segments window.

m y
12. Select the Freeze Flexfield Definition check box.
d e
13. Click (B) Compile to compile the flexfield definition. Click (B) OK to each note about
ca
submitting your request to generate the flexfield view.
e A
Define your Values
c l
1.
r a
(N) Application > Validation > Values.
2.
O ly
In the Find window, select the Value Set radio button and find the
& On
YourInitials_WHO_HELD value set.
l
3.
a e
In the Values, Effective region of the Segment Values window, define the following values:
n
• Value: 01
t e r U s
•
I n
Description: Helen Myers
•
l e
Enabled: Selected
c
r a
O • Value: 02

• Description: Mien Chan
• Value: 03
• Description: Michael Keller
• Value: 04
• Description: Luis Galvez
4. Save your work.
5. In the Segment Values window, select the Value Set radio button and query the
YourInitials_WHY_HELD value set in the Name field.
m y
6. In the Values, Effective region, define the following values:
d e
• Value: FIR
ca
• Description: Further information required
e A
c l
r a
• Value: MAR O ly
•
l & On
Description: Manager authorization required
n a e
t e r U s
• Value: AJR I n
•
c l e
Description: Additional justification required
r a • Enabled: Selected
O

7. Save your work.
8. In the Segment Values window, select the Value Set radio button and query the
YourInitials_HOW_LONG_HELD value set.
• Value: 100
• Description: Less than one week
• Value: 200
• Description: One week to one month
• Value: 300
m y
• Description: One month to one year
d e
ca
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• Value: 400
c l
•
r
Description: More than one year a
• Enabled: Selected O ly
10. Save your work.
l & On
n a e
1.
t e r
U s
After defining your value sets, segments, and values, navigate to your descriptive flexfield
I n
c l e
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O

Practice - Define a Descriptive Flexfield with None Validation
Overview
To perform the practices in this lesson (and the next 2 as well), you will need a descriptive
flexfield to work on. In the previous lesson, you were assigned a descriptive flexfield by your
instructor. Please use your assigned descriptive flexfield for this exercise. If you were not
assigned a descriptive flexfield, please reference the previous lesson, and have your instructor
assign one now.
This practice reinforces the concept of global segments for a descriptive flexfield and
demonstrates the use of the None validation type. In this scenario, you will define a descriptive
flexfield to track the following information about employees:
• The person who referred the employee
• Height
• Weight
Tasks
m y
1. Use the Value Sets window to define three value sets as follows:
d e
• Define an independent value set named YourInitials_WHO_REFER. Give the value set a
ca
e A
•
c l
r a
Define a value set of validation type None named YourInitials_EMP_HEIGHT. Give the
value set a description, a format type of Number, a maximum size of 4, and a precision
of 2.
O ly
•
& On
Define a value set of validation type None named YourInitials_EMP_WEIGHT. Give
l
the value set a description, a format type of Number, a maximum size of 3, a precision of
a e
0, a minimum value of 90, and a maximum value of 999.
n
t e r U s
2.
I n
After defining your value sets, use the Descriptive Flexfield Segments window to define the
structure for your descriptive flexfield. For the purposes of this practice, use the same
l e
descriptive flexfield you worked on previously to enter your new structure. Unfreeze the
c
flexfield definition first in order to make changes to the structure.
r
3. a Delete the segments that you defined previously, and define three new segments for the
O Global Data Elements context.

• Define a segment named Who Referred, with a prompt of Who. Assign the segment the
number 10, the column ATTRIBUTE1, and the value set YourInitials_WHO_REFER.
• Define a segment named Height, with a prompt of Height. Assign the segment the
number 20, the column ATTRIBUTE2, and the value set YourInitials_EMP_HEIGHT.
• Define a segment named Weight, with a prompt of Weight. Assign the segment the
number 30, the column ATTRIBUTE3, and the value set YourInitials_EMP_WEIGHT.
• Ensure all three segments are displayed and enabled. When you finish defining the
Define your Values
3. After defining the value sets and segments for your flexfield, use the Segment Values
window to define the values associated with the independent value set.
4. Define and enable the following values for the YourInitials_WHO_REFER value set.
• Value: 100
• Description: President
m y
• Value: 200
d e
• Description: Executive Vice President
ca
e A
• Value: 300
c l
•
r a
Description: Senior Vice President
Test your Descriptive Flexfield O ly

5.
l & On
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n
t e r U s
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Solution – Define a Descriptive Flexfield with None Validation
• Value Set Name: YourInitials_WHO_REFER
• Description: YourInitials Who Refer Value Set
• Maximum Size: 3
3. Save your work.

m y
d e
• Value Set Name: YourInitials_EMP_HEIGHT
ca
• Description: YourInitials Employee Height Value Set
e A
• Format Type: Number
c l
• Maximum Size: 4
r a
• Precision: 2 O ly
•
l & On
Validation Type: None
n a e
t e r U s
Note: You cannot enable security for a value set of validation type None.
n
5. Save your work.
6.
e I
Enter the information for the third value set in the following fields:
•
c l
Value Set Name: YourInitials_EMP_WEIGHT
r a • Description: YourInitials Employee Weight Value Set

O

• Format Type: Number
• Maximum Size: 3
• Precision: 0
• Min Value: 90
• Max Value: 999
• Validation Type: None
7. Save your work.
2. Query your descriptive flexfield in the Descriptive Flexfield Segments window.
3. Clear the Freeze Flexfield Definition check box.
m y
5. Delete the segments that you defined previously.
d e
6. Save your work.
ca
e A
• Number: 10
c l
• Name: Who Referred
r a
• Window Prompt: Who
O ly
l & On
•
n a e
•
t e
Displayed: Selected
r
Value Set: YourInitials_WHO_REFER
U s
• I n
Enabled: Selected
8.
c l e
Save your work.
r
9. a Enter the information for the second segment in the following fields:
O

• Number: 20
• Name: Height
• Window Prompt: Height
• Value Set: YourInitials_EMP_HEIGHT
10. Save your work.
• Number: 30
• Name: Weight
•
Window Prompt: Weight
Column: ATTRIBUTE3
m y
•
d e
a
Value Set: YourInitials_EMP_WEIGHT
A c
c l e
12. Save your work.
r a
O ly
& On
l
a e
n
Define your Values
t e r U s
1. I n
(N) Application > Validation > Values.
2.
c l e
In the Find window, select Value Set and find the YourInitials_WHO_REFER value set.
r
3. a In the Values, Effective region of the Segment Values window, define the following values:
O

• Value: 100
• Description: President
• Value: 200
• Description: Executive Vice President
• Value: 300
• Description: Senior Vice President
4. Save your work.

m y
d e
ca
e A
c l
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O ly
l & On
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t e r U s
I n
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O

Practice - Define a Descriptive Flexfield with Context-Sensitive
Segment
Overview
To perform the practices in this lesson (and the next one as well), you will need a descriptive
assign one now.
In this practice, you will set up a context-sensitive segment and create a table-validated value set.
By using context sensitivity, you increase the number of questions you can ask without
increasing the number of columns necessary in the table. In this scenario, you will track
additional information for a transaction based on whether or not the transaction is a project. If it
is not a project, then you do not need to capture additional information. If it is a project, then the
flexfield should track the salesperson, the salesperson’s region, and the project name. To avoid
some repetitive data entry, you will use a table that already exists within Oracle Applications to
validate the project name.
Tasks
m y
d e
• ca
Define an independent value set named YourInitials_SALES_REP. Give the value set a
description, a format type of Char, and a maximum size of 3. Specify that the values
e A
l
must be uppercase only, and enable non-hierarchical security for the value set.
c
•
r a
Define an independent value set named YourInitials_LOCATION. Give the value set a
O ly
must be uppercase only, and enable non-hierarchical security for the value set.
•
l & On
Define a table-validated value set named YourInitials_PROJECT. Give the value set a
n a e
description, a format type of Char, and a maximum size of 30. Enable security for the
value set. Specify ARBV_CUSTOMERS in the Oracle Receivables application as the
t e r U s
validation table. Assign the Value column the column name CUSTOMER_NUMBER, a
type of Char, and a size of 30. Assign the Meaning column the column name
I n
CUSTOMER_NAME, a type of Char, and a size of 50.
l e
c
2.
r a After defining your value sets, use the Descriptive Flexfield Segments window to define the
O

3. For the context field, enter the prompt “Is this a project?” Specify that a value is required
and context override is allowed.
4. Delete the segments you defined previously for the Global Data Elements context.
5. Define and enable a new context named Yes with the code Yes. Define three new segments
for the Yes context.
• Define a segment named Sales Rep, with a prompt of Sales Rep. Assign the segment the
number 10, the column ATTRIBUTE1, and the value set YourInitials_SALES_REP.
• Define a segment named Location, with a prompt of Location. Assign the segment the
number 20, the column ATTRIBUTE2, and the value set YourInitials_LOCATION.
• Define a segment named Project, with a prompt of Project. Assign the segment the
number 30, the column ATTRIBUTE3, and the value set YourInitials_PROJECT.
• Ensure all three segments are displayed and enabled.
6.
7.
Define and enable another new context named No with the code No.
When you finish defining the structure, freeze and compile your flexfield definition.
m y
Define your Values
d e
ca
e A
9.
c l
Define and enable the following values for the YourInitials_SALES_REP value set.
• Value: CLJ
r a
• O ly
Description: Charles L. Jefferson
l & On
•
n a e
•
Value: AMR
t e r U s
Description: Ana M. Rodriguez
I n
•
c l e
Value: PAL
r a • Description: Philippe A. Lebeau
O

10. Define and enable the following values for the YourInitials_LOCATION value set.
• Value: NYC
• Description: New York
• Value: MAD
• Description: Madrid
• Value: PAR
• Description: Paris
m y
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Solution – Define a Descriptive Flexfield with a Context-Sensitive
Segment
• Value Set Name: YourInitials_SALES_REP
• Description: YourInitials Sales Rep Value Set
• Maximum Size: 3
• Uppercase Only: Selected
m y
d e
3. Save your work.
ca
e A
•
l
Value Set Name: YourInitials_LOCATION
c
•
r a
Description: YourInitials Location Value Set
•
O ly

l & On
• Maximum Size: 3
n a e
•
t e r
Uppercase Only: Selected
U s
•
I n
5.
c l e
Save your work.
r
6. a Enter the information for the third value set in the following fields:
O • Value Set Name: YourInitials_PROJECT


• Description: YourInitials Project Value Set
• Maximum Size: 30
• Validation Type: Table
7. Click Edit Information to navigate to the Validation Table Information window.
8. Enter Receivables as the table application and ARBV_CUSTOMERS as the table name.
Note: ARBV_CUSTOMERS will not appear in the list of values because it has not been
registered as a table, but you can still use it for validation purposes.
9. In the Table Columns region, enter the following information for the Value column:
• Name: CUSTOMER_NUMBER
• Type: VarChar2
• Size: 30
m y
10. In the Table Columns region, enter the following information for the Meaning column:
d e
• Name: CUSTOMER_NAME
ca
• Type: VarChar2
e A
• Size: 50
c l
r a
11. Save your work. Click (B) OK to the Caution pop-up window.
Define your Structure O ly

1.
l & On
(N) Application > Flexfield > Descriptive > Segments.
n a e
2.
3.
t e r
Query your descriptive flexfield in the Descriptive Flexfield Segments window.
U s
Clear the Freeze Flexfield Definition check box.
4.
I n
In the Context Field region, enter information in the following fields:
•
c l e
Prompt: Is this a project?
r a • Required: Selected
O

• Synchronize with Reference Field: Leave this field unselected
5. In the Context Field Values region, select the Global Data Elements context and click
7. Save your work.
9. In the Context Field Values region, enter the following information for the first context:
• Code: Yes
• Name: Yes
• Description: Yes
10. Click Segments to navigate to the Segments Summary window.
m y
d e
• Number: 10
ca
• Name: Sales Rep
e A
• Window Prompt: Sales Rep
c l
r a
• O ly
Value Set: YourInitials_SALES_REP
l & On
•
n a e
Enabled: Selected
12. Save your work.

t e r U s
I n
13. Enter the information for the second segment in the following fields:
•
c l e
Number: 20
r a • Name: Location
O

• Window Prompt: Location
• Value Set: YourInitials_LOCATION
14. Save your work.
• Number: 30
• Name: Project
• Window Prompt: Project
•
Value Set: YourInitials_PROJECT
Displayed: Selected
m y
•
d e
a
Enabled: Selected
16. Save your work.

A c
l e
c
a
18. In the Context Field Values region, enter the following information for the second context:
r
• Code: No
O ly
• Name: No
l & On
• Description: No
n a e
t e r U s
19. Save your work.
I n
l e
c
r a
O

Define your Values
1. (N) Application > Validation > Values.
2. In the Find window, select Value Set and find the YourInitials_SALES_REP value set.
3. In the Values, Effective region of the Segment Values window, define the following values:
• Value: CLJ
• Description: Charles L. Jefferson
• Value: AMR
• Description: Ana M. Rodriguez
• Value: PAL
m y
• Description: Philippe A. Lebeau
d e
ca
4. Save your work.
e A
5.
c l
In the Segment Values window, select the Value Set radio button and query the
r a
YourInitials_LOCATION value set in the Name field.
6.
O ly
In the Values, Effective region, define the following values:
• Value: NYC
l & On
•
n a e
•
t
Enabled: Selected e r
Description: New York City
U s
I n
•
c l e
Value: MAD
r a • Description: Madrid
O

• Value: PAR
• Description: Paris
7. Save your work.
m y
d e
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
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O

Practice - Define a Descriptive Flexfield with a Dependent
Segment
Overview
To perform the practices in this lesson (and the next one as well), you will need a descriptive
assign one now.
In this practice, you will create a dependent value set to validate a descriptive flexfield segment.
The descriptive flexfield will track the country and region for a salesperson. The list of values for
the region segment will change depending on the country selected.
Remember, when defining a dependent value set, you must perform the steps in the following
order:
• Define the independent value set.
•
Define the dependent value set.
Define independent values.

m y
• Define dependent values.
d e
Tasks ca
e A
c l
1.
a
Use the Value Sets window to define two value sets.
r
•
O ly
Define an independent value set named YourInitials_COUNTRY. Give the value set a
& On
must be uppercase only, and enable Non-Hierarchical Security and Longlist for the value
l
set.
n a e
•
t e r U s
Define a dependent value set named YourInitials_REGION. Give the value set a
I n
must be uppercase only, and enable Non-Hierarchical Security for the value set.
Associate the dependent value set with the independent value set
c l e
YourInitials_COUNTRY. Assign the dependent value set a dependent default value of
YourInitials, and give the default value a description.
r a
O

2. After defining your value sets, use the Descriptive Flexfield Segments window to define the
3. Define two new segments for the Global Data Elements context.
• Define a segment named Country Code, with a prompt of Country. Assign the segment
the number 10, the column ATTRIBUTE4, and the value set YourInitials_COUNTRY.
• Define a segment named Region Code, with a prompt of Region. Assign the segment the
number 20, the column ATTRIBUTE5, and the value set YourInitials_REGION.
• Ensure both segments are displayed and enabled. When you finish defining the structure,
freeze and compile your flexfield definition.
Define your Values
window to define the values associated with the independent and dependent value sets.
5. Define and enable the following values for the YourInitials_COUNTRY value set.
m y
• Value: USA
d e
• Description: United States
ca
• Value: CAN
e A
• Description: Canada
c l
• Value: UK
r a
• Description: United Kingdom O ly
6.
l & On
Define and enable the following values in the YourInitials_REGION value set for the
independent value USA.
n a e
• Value: OK
t e r U s
•
I n
Description: Oklahoma
•
l e
Value: TX
c
O ra
•
•
Description: Texas
Value: WI

• Description: Wisconsin
7. Define and enable the following values in the YourInitials_REGION value set for the
independent value CAN.
• Value: SAS
• Description: Saskatchewan
• Value: BC
• Description: British Columbia
• Value: YT
• Description: Yukon Territory
independent value UK.
• Value: WA
•
Description: Wales
Value: SL
m y
•
d e
•
Description: Scotland
ca
Value: EN
e A
• Description: England
c l
Test your Descriptive Flexfields
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9.
O ly
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t e r U s
I n
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O

Solution – Define a Descriptive Flexfield with a Dependent
Segment
• Value Set Name: YourInitials_COUNTRY
• Description: YourInitials Country Value Set
• List Type: Long List of Values
• Maximum Size: 3
m y
• Uppercase Only: Selected
d e
ca
3. Save your work.
e A
4.
l
Enter the information for the second value set in the following fields:
c
•
r a
Value Set Name: YourInitials_REGION
•
O ly
Description: YourInitials Region Value Set
•
l & On

n a e
• Maximum Size: 3
t e r U s
•
I n
Uppercase Only: Selected
•
c l e
Validation Type: Dependent
r
5. a Click (B) Edit Information to navigate to the Dependent Value Set Information window.
O6. In the Independent Value Set region, enter YourInitials_COUNTRY in the Name field.

7. In the Dependent Default Value region, enter YourInitials in the Value field and YourInitials
Region Default in the Description field.
8. Save your work.
• Number: 10
• Name: Country Code
• Window Prompt: Country
m y
• Value Set: YourInitials_COUNTRY
d e
ca
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6. Save your work.
c l
r a
O ly
• Number: 20
l & On
• Name: Region Code
n a e
•
t e r
Window Prompt: Region
U s
•
I n
Column: ATTRIBUTE5
•
l e
Value Set: YourInitials_REGION
c
r a • Displayed: Selected
O • Enabled: Selected

8. Save your work.
Define your Values
2. In the Find window, select the Value Set radio button and find the YourInitials_COUNTRY
value set.
• Value: USA
• Description: United States
• Value: CAN
• Description: Canada
m y
• Value: UK
d e
• Description: United Kingdom
ca
4. Save your work.
e A
5.
c l
In the Segment Values window, select the Value Set radio button and query the
r a
YourInitials_REGION value set in the Name field and the independent value USA.
6.
O ly
Define and enable the following values in the YourInitials_REGION value set for the
independent value USA.
l & On
• Value: OK
n a e
•
t e r
Description: Oklahoma
U s
• Value: TX
I n
•
l e
Description: Texas
c
r a • Value: WI
O • Description: Wisconsin

7. Save your work.
8. In the Segment Values window, query the YourInitials_REGION value set and the
• Value: SAS
• Description: Saskatchewan
• Value: BC
• Description: British Columbia
• Value: YT
• Description: Yukon Territory
10. Save your work
11. Query the YourInitials_REGION value set and the independent value UK.
m y
independent value UK.
d e
• Value: WA
ca
• Description: Wales
e A
• Value: SL
c l
• Description: Scotland
r a
• Value: EN O ly
• Description: England
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13. Save your work.
t e r
Test your Descriptive Flexfields
U s
1. I n
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c
r a
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Practice - Define a Key Flexfield
Overview
Because many students access the system and create structures during this course, you need a
way to distinguish between the structures created by you and by your classmates. Therefore, you
will use your initials (e.g., JS) as a prefix wherever you need to define something. In this way,
you can ensure the definitions you create are unique.
Flexfield definitions can be created under many different responsibilities. However, the System
Administrator responsibility has access to all functions needed to create the definitions in these
practices. In this practice you will create a key flexfield structure and values for your chart of
accounts. The design of the structure has already been determined. The flexfield will have four
segments: a company segment, a cost center segment, an account segment, and a segment
labeled Future for possible future expansion, in that order. Before you define the structure, you
must first create the value sets, then create the structure, identifying the segments by their
respective flexfield qualifiers. Finally, you will create the valid values for each segment. After
creating the values, test your structure by performing the first steps in the process for creating a
new set of books.
Tasks
m y
d e
1. Use the Value Sets window to define four value sets.
ca
•
e
Define an independent value set named YourInitials_CO. Give the value set a A
l
c
filled.
r a
Security for the value set. Specify that the values should be right-justified and zero-
• O ly
Define an independent value set named YourInitials_COST. Give the value set a
l & On
Security for the value set. Specify that the values should be right-justified and zero-
filled.
n a e
•
e r s
Define an independent value set named YourInitials_ACCOUNT. Give the value set a
t U
I n
Security and Longlist for the value set. Specify that the values should be right-justified
•
c e
and zero-filled.
l
Define an independent value set named YourInitials_FUTURE. Give the value set a
r a description, a format type of Char, and a maximum size of 4. Enable Non-Hierarchical
O Security for the value set. Specify that the values should be right-justified and zero-filled

2. After defining your value sets, use the Key Flexfield Segments window to define a new
flexfield structure for the Accounting Flexfield in the Oracle General Ledger application.
Give your structure the code YourInitials_COA, the title YourInitials Chart of Accounts, a
description, and the view name YourInitials_AFF_VIEW. Enable the structure. Use a period
(.) as the segment separator, specify segments should be cross-validated, and allow dynamic
inserts. Define four segments for your structure.
• Define a segment named CO, with a prompt of Company. Assign the segment the
number 1, the column SEGMENT1, and the value set YourInitials_CO. Ensure the
segment is displayed and enabled. Enable security for the segment. Give the segment a
display size of 2 and a description size of 30. Enable the Balancing Segment flexfield
qualifier for the segment.
• Define a segment named CC, with a prompt of Cost Center. Assign the segment the
number 2, the column SEGMENT2, and the value set YourInitials_COST. Ensure the
segment is displayed and enabled. Enable security for the segment. Give the segment a
display size of 3 and a description size of 30. Enable the Cost Center Segment flexfield
qualifier for the segment.
• Define a segment named ACCT, with a prompt of Account. Assign the segment the
number 3, the column SEGMENT3, and the value set YourInitials_ACCOUNT. Ensure
the segment is displayed and enabled. Enable security for the segment. Give the segment
m y
a display size of 4 and a description size of 30. Enable the Natural Account Segment
flexfield qualifier for the segment.
d e
• Define a segment named RFU, with a prompt of Future Use. Assign the segment the
ca
number 4, the column SEGMENT4, and the value set YourInitials_FUTURE. Ensure the
e A
segment is displayed and enabled. Specify a default type of Constant and a default value
c l
of 0000. Enable security for the segment. Give the segment a display size of 4 and a
•
description size of 30.
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O ly
When you finish defining the structure, freeze and compile your flexfield definition.
Define your Values
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3.
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After defining the value sets and segments for your flexfield, use the Segment Values
n
4.
t e r
U s
Define and enable the following values for the YourInitials_CO value set.
• Value: 01 I n
•
c l e
Description: Red Co.Value: 02Description: Orange Co.Value: 03
r a • Description: Yellow Co.Value: 04
O

• Description: Green Co.Value: 05
• Description: Blue Co.
5. Define and enable the following values for the YourInitials_COST value set.
• Value: 000
• Description: Not SpecifiedValue: 100
• Description: SalesValue: 200
• Description: ServicesValue: 300
• Description: Development
6. Define and enable the following values for the YourInitials_ACCOUNT value set. Specify
the account type segment qualifier for each value as shown.
• Value: 1110
• Description: Cash
• Account Type: AssetValue: 1120

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• Description: Cash Clearing
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• Account Type: AssetValue: 2110
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• Description: Accounts Payable
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• Account Type: LiabilityValue: 3110
c l
• Description: Salaries
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• O ly
Account Type: LiabilityValue: 4110
•
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Description: Travel Expense
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•
r
Account Type: Expense
t e U s
7.
n
Define and enable the following value for the YourInitials_FUTURE value set.
• I
•
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Value: 0000
l
Description: Not Specified
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Test your Key Flexfield
After defining your value sets, segments, and values, navigate to the Accounting Flexfield to test
the results of your work. To view the Accounting Flexfield, you will perform the beginning steps
in the process for creating your accounting structure and then view the accounting flexfield you
created earlier in this practice.
Responsibility: General Ledger
1. (N) Setup > Financials > Accounting Setup Manager > Accounting Setups.
2. In the Accounting Setups window, click Creating Accounting Setup.
3. Click Next to access the Create Accounting Setups: Define Accounting Representations
window.

− Name: YourInitials_COA
− Chart of Accounts: YourInitials Chart of Accounts
− Accounting Calendar: Accounting (Year)
− Currency: USD
5. Click Next and Finish to save your accounting structure.
m y
e
6. Click Define Accounting Options in the confirmation page.
7. In the Primary Ledger region, click the Update icon for Ledger Options.
a d
8 Click Next to access the Update Ledger: Ledger Options window.
A c
9.
l e
In the Year End Processing region, click the Search icon for the Retained Earnings Account
c
field to display the list of values. The Accounting Flexfield appears.
r a
10. Enter values in the Accounting Flexfield to test your work.
O ly
11. Cancel your entries and exit without saving.
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Solution - Define a Key Flexfield
• Value Set Name: YourInitials_CO
• Description: YourInitials Company Value Set
• Maximum Size: 2
• Right-justify and Zero-fill Numbers: Selected

m y
3. Save your work.
d e
ca
• Value Set Name: YourInitials_COST
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•
c l
Description: YourInitials Cost Center Value Set
•
r a
• Format Type: Char O ly

•
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Maximum Size: 3
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•
• t e r U s
Right-justify and Zero-fill Numbers: Selected
n
I
5.
6.
c l e
Save your work.
Enter the information for the third value set in the following fields:
r a • Value Set Name: YourInitials_ACCOUNT

O

• Description: YourInitials Account Value Set
• Enable Longlist: Selected
• Maximum Size: 4
7. Save your work.
8. Enter the information for the fourth value set in the following fields:
• Value Set Name: YourInitials_Future
• Description: YourInitials Reserved for Future Use Value Set
•
Format Type: Char

m y
•
d e
a
Maximum Size: 4

A c
c l e
9. Save your work.
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O ly
1.
& On
(N) Application > Flexfield > Key > Segments.
l
2.
a e
Query the application General Ledger and the flexfield title Accounting Flexfield.
n
3.
e r s
In the Structures region, enter the information for the flexfield structure in the following
fields:
t U
• I n
Code: YourInitials_COA
•
c l e
Title: YourInitials Chart of Accounts
r a • Description: YourInitials Chart of Accounts

O

• View Name: YourInitials _AFF_VIEW
• Segment Separator: Period (.)
• Cross-Validate Segments: Selected
• Allow Dynamic Inserts: Selected
4. Click (B) Segments to navigate to the Segments Summary window.
• Number: 1
• Name: CO
• Window Prompt: Company
• Column: SEGMENT1
•
Value Set: YourInitials_CO
Displayed: Selected
m y
•
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a
Enabled: Selected
6. Click (B) Open to navigate to the Segments window.

A c
7.
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Enter the information for the first segment in the following fields:
• c
Security Enabled: Selected
r a
• Display Size: 2
O ly
• Description Size: 30
l & On
8. Save your work.
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9.
e r s
Click (B) Flexfield Qualifiers to navigate to the Flexfield Qualifiers window.
t U
I n
10. Select the Enabled check box for the Balancing Segment flexfield qualifier.
l e
11. Save your work.
c
a
12. Navigate back to the Segments Summary window.
r
O13. Enter the information for the second segment in the following fields:

• Number: 2
• Name: CC
• Window Prompt: Cost Center
• Value Set: YourInitials_COST
• Security Enabled: Selected
• Display Size: 3
16. Save your work.

m y
17. Click (B) Flexfield Qualifiers to navigate to the Flexfield Qualifiers window.
d e
18. Select the Enabled check box for the Cost Center Segment flexfield qualifier.
ca
19. Save your work.
e A
c l
a
r
O ly
• Number: 3
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• Name: ACCT
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•
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Window Prompt: Account
U s
•
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Column: SEGMENT3
•
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Value Set: YourInitials_ACCOUNT
c
r a• Displayed: Selected
O • Enabled: Selected

• Security Enabled: Selected
• Display Size: 4
24. Save your work.
25. Click (B) Flexfield Qualifiers to navigate to the Flexfield Qualifiers window.
26. Select the Enabled check box for the Natural Account Segment flexfield qualifier.
27. Save your work.
29. Enter the information for the fourth segment in the following fields:
• Number: 4
• Name: RFU
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• Window Prompt: Future Use
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ca
• Value Set: YourInitials_FUTURE
e A
c l
• r a
Enabled: Selected
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l
a e
31. Enter the information for the fourth segment in the following fields:
n
•
t e r
Default Type: Constant
U s
•
I n
Default Value: 0000
•
l e
Security Enabled: Selected
c
r a• Display Size: 4
O • Description Size: 30

32. Save your work.
33. Navigate back to the Key Flexfield Segments window.
35. Click (B) Compile to compile the flexfield definition. You will find two notes indicating
that the flexfield was compiled successfully. Click (B) OK to each note about submitting
your request to generate the flexfield view.
Define your Values
2. In the Find window, select Value Set and find the YourInitials_CO value set. Click (B)
Find.
• Value: 01
• Description: Red Co.
m y
• Value: 02
d e
• Description: Orange Co.
ca
• Enabled: SelectedValue: 03
e A
• Description: Yellow Co.
c l
r a
• Description: Green Co. O ly
•
l
Enabled: SelectedValue: 05 & On
•
n a e
•
t
Enabled: Selected e r
Description: Blue Co.
U s
4. I n
Save your work. Click (B) OK to the note about submitting your request to compile 1 value
l e
set hierarchies.
c
r
5.
a In the Segment Values window, select Value Set and find the YourInitials_COST value set.
Click (B) Find.
O

• Value: 000
• Description: Not Specified
• Description: Sales
• Description: Services
• Description: Development
7. Save your work. Click (B) OK to the note about submitting your request to compile 1 value
set hierarchies.
8. In the Segment Values window, select Value Set and find the YourInitials_ACCOUNT
value set. Click (B) Find.
m y
d e
• Value: 1110 ca
•
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Description: Cash
c l
r a
• Description: Cash Clearing
O ly
•
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Enabled: SelectedValue: 2110
l
•
a e
Description: Accounts Payable
n
•
e r s
t U
•
I n
Description: Salaries
•
l e
c
O ra
•
•
Description: Travel Expense
Enabled: Selected

10. In the Values, Hierarchy, Qualifiers region, define the following value attributes:
• Value: 1110
• Account Type: Asset
• Value: 1120
• Account Type: Asset
• Value: 2110
• Account Type: Liability
• Value: 3110
• Account Type: Liability
• Value: 4110
• Account Type: Expense
Note: Click in the Qualifiers field in the Values, Hierarchy, Qualifiers region to display the
Segment Qualifiers window and enter a value in the Account Type field. Accept the default
values for the other fields in the Segment Qualifiers window.
m y
d e
a
11. Save your work. Click (B) OK to the note about submitting your request to compile 1 value
set hierarchies.
12. In the Segment Values window, select Value Set and find the YourInitials_FUTURE value
A c
set. Click (B) Find.
c l e
a
13. In the Values, Effective region, define the following value:
r
• Value: 0000
O ly
• Description: Not Specified
l & On
n a e
e r s
14. Save your work. Click (B) OK to the note about submitting your request to compile 1
t
value set hierarchies.
U
I
Test your Key Flexfieldn
c l e
r a
Ocreated earlier in this practice.

window.

− Currency: USD
9. In the Year End Processing region, click the Search icon for the Retained Earnings Account
m y
d e
ca
e A
c l
r a
O ly
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I n
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Practice - Security Rules
Overview
Flexfield security rules control access to specific segment values by responsibility. These rules
can be set up for any or all segments. Security rules are tied to a responsibility, which is in turn
associated with users. In this practice, you will create a rule preventing users from viewing an
account. You will assign the rule to the General Ledger Super User responsibility.
Note: Before you can use security for a flexfield segment, you must enable security both at
the value set level and at the segment level.
Tasks
Define your Security Rule
1. Use the Define Security Rules window to define a security rule for the ACCT segment of
the Accounting Flexfield structure, YourInitials Chart of Accounts, that you defined in the
Define a Key Flexfield lesson. Name the rule YourInitials_SR01, and give the rule a
description. Enter an error message to explain the rule to users.
• Define the first security rule element to include all the possible account values, from
0000 to zzzz.
m y
• Define the second security rule element to exclude the account 4110.
d e
Assign your Security Rule
ca
e
Use the Assign Security Rules window to assign your security rule to the General Ledger A
l
Super User responsibility in the Oracle General Ledger application.
c
r a
O ly
l & On
n a e
t e r
U s
1.
I n
(N) Setup > Financials > Accounting Setup Manager > Accounting Setups.
2.
l e
In the Accounting Setups window, click Creating Accounting Setup.
c
3.
r a Click Next to access the Create Accounting Setups: Define Accounting Representations
window.
O4. Enter the following information:


− Currency: USD
m y
d e
ca
e A
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Solution – Security Rules
Define your Security Rule
1. (N) Security > Responsibility > ValueSet > Define.
2. In the Find window, select Key Flexfield and find the ACCT segment of the YourInitials
Chart of Accounts structure for the Accounting Flexfield in the General Ledger application.
3. In the Security Rules region of the Define Security Rules window, enter information in the
following fields:
• Name: YourInitials_SR01
• Description: YourInitials Security Rule 01
• Message: GL responsibility cannot use account 4110.
4. In the Security Rule Elements region, enter information for the first rule element in the
following fields:
•
m y
•
Type: Include
d e
•
From: 0000
ca
To: zzzz
e A
5.
l
In the Security Rule Elements region, enter information for the second rule element in the
following fields:
c
• Type: Exclude
r a
• O ly
& On
From: 4110
• To: 4110 l
a e
6. Save your work.
r n s
n
Assign your Security Rule
t e U
7.
e I
(N) Security > Responsibility > Value Set > Define (B) Assign
8.
c l
In the Security Rules region of the Assign Security Rules window, enter information in the
r a following fields:
O • Application: General Ledger

• Responsibility: General Ledger Super User
• Name: YourInitials_SR01
9. Save your work.
window.

m y
− Currency: USD d e
ca
e A
6.
l
Click Define Accounting Options in the confirmation page.
c
7.
a
In the Primary Ledger region, click the Update icon for Ledger Options.
r
8
O ly
Click Next to access the Update Ledger: Ledger Options window.
9.
& On
l
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t e r U s
I n
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O

Practice - Cross-Validation Rules
Overview
Cross-validation rules enable you to restrict users from entering certain
“combinations,” or combinations of segment value codes. In this practice, you will use the
Accounting Flexfield structure you defined earlier in the Define a Key Flexfield lesson. You will
create a cross-validation rule to prevent the Orange Company from using the Development cost
center. Whenever you add or change cross-validation rules, you must recompile the flexfield
structure to ensure your changes are reflected in the applications.
Tasks
Define your Cross-Validation Rule
1. Use the Cross-Validation Rules window to define a cross-validation rule for the Accounting
Flexfield structure you defined in the Define a Key Flexfield lesson, YourInitials Chart of
Accounts. Name the rule YourInitials_CVR:01, give the rule a description, and ensure the
rule is enabled. Enter an error message to explain the rule to users, and specify the CO
segment as the error segment.
Define your Cross-Validation Rule Elements

m y
2. Define two cross-validation rule elements.
d e
• Define the first cross-validation rule element to include all the possible code
combinations, from lowest to highest.
ca
• Define the second cross-validation rule element to exclude any code combinations
e A
•
c l
containing both the Orange Company and the Development cost center.
a
After defining the cross-validation rule, recompile the flexfield structure definition.
r
O ly
& On
l
n a e
t e r
U s
n
I
1.
2.
c l e
(N) Setup > Financials > Accounting Setup Manager > Accounting Setups.
In the Accounting Setups window, click Creating Accounting Setup.
r
3.
aClick Next to access the Create Accounting Setups: Define Accounting Representations
O window.

− Currency: USD
m y
d e
ca
e A
c l
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Solution - Cross-Validations
Define your Cross-Validation Rule
1. (N) Application > Flexfield > Key > CrossValidation.
2. Query the YourInitials Chart of Accounts structure for the Accounting Flexfield in the
General Ledger application.
3. In the Cross-Validation Rules region, enter the information for the rule in the following
fields:
• Name: YourInitials_CVR:01
• Description: YourInitials Cross-Validation Rule 01
• Error Message: The Orange company cannot use the Development cost center.
• Error Segment: CO
m y
Define your Cross-Validation Rule Elements
d e
4. In the Cross-Validation Rule Elements region, enter the information for the first rule
ca
element in the following fields:
e A
• Type: Include
c l
• From: 00.000.0000.0000
r a
• To: zz.zzz.zzzz.zzzz
O ly
5.
& On
In the Cross-Validation Rule Elements region, enter the information for the second rule
l
a e
element in the following fields:
n
•
•
Type: Exclude
t e r U s
• I n
From: 02.300.0000.0000
6.
c e
To: 02.300.zzzz.zzzz
l
Save your work.
r
7. a (N) Application > Flexfield > Key > Segments.
O

9. Click (B) Compile to compile the flexfield definition. You will find two notes indicating
that the flexfield was compiled successfully. Click (B) OK to each note about submitting
window.

m y
d e
− Currency: USD
ca
e A
6.
c l
Click Define Accounting Options in the confirmation page.
7.
r a
In the Primary Ledger region, click the Update icon for Ledger Options.
8 O ly
Click Next to access the Update Ledger: Ledger Options window.
9.
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Practice - Shorthand Aliases
OverviewShorthand aliases speed data entry for end users. Aliases can be used either to
define a complete key flexfield combination or to create a template providing values for some
segments, thus allowing the user to complete the flexfield entry. Users can determine whether to
use aliases in the Flexfields: Shorthand Entry user profile option. In this practice, you will define
both a complete shorthand alias and a partial alias template for the Accounting Flexfield
structure you defined in the Define a Key Flexfield lesson.
Tasks
Define your Shorthand Alias
1. Use the Shorthand Aliases window to define shorthand aliases for the Accounting Flexfield
structure, YourInitials Chart of Accounts, you defined in the Define a Key Flexfield lesson.
Enable aliases for this structure, specify a maximum size of 15, and specify a prompt of
Shorthand.
2. Define an alias named YourInitials_SA_1, give the alias a description, and specify the
complete combination 03.100.1110.0000.
3. Define an alias named YourInitials_SA_2, give the alias a description, and specify the
m y
partial combination 04...0000.
d e
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Solution – Shorthand Aliases
Define your Shorthand Alias
1. (N) Application > Flexfield > Key > Aliases.
3. In the Shorthand region, enter information in the following fields:
• Max Alias Size: 15
• Prompt: Shorthand
4. In the Aliases, Descriptions region, enter information for the first alias in the following
fields:
• Alias: YourInitials _SA_1

m y
• Template: 03.100.1110.0000
d e
• Alias Description: Yellow Sales Cash
ca
5. Save your work.
e A
6.
c l
In the Aliases, Descriptions region, enter information for the second alias in the following
fields:
r a
• Alias: YourInitials _SA_2
O ly
• Template: 04...0000
l & On
•
n
Alias Description: Green
a e
7. Save your work.
t e r U s
8.
I n
(N) Application > Flexfield > Key > Segments.
9.
l e
Query the YourInitials Chart of Accounts structure for the Accounting Flexfield in the
c
r a 10. Click (B) Compile to compile the flexfield definition. Click (B) OK to each note about
O submitting your request to generate the flexfield view.

Practice - Table Validation
Overview
In this practice, you will use an application table to validate a descriptive flexfield segment. You
will create a table-validated value set to validate employee numbers based on a Human
Resources application table called PER_ALL_PEOPLE_F. Then you will add an additional
segment to the descriptive flexfield structure you defined in the Define a Descriptive Flexfield
lesson to track the salesperson’s employee number.
Tasks
Define your Value Set
1. Use the Value Sets window to define a table-validated value set named
YourInitials_EMP_NUM. Give the value set a description, a format type of Char, and a
maximum size of 30. Enable Non-Hierarchical Security and Longlist for the value set.
Specify the table PER_ALL_PEOPLE_F in the Oracle Human Resources application as the
validation table. Assign the Value column the column name EMPLOYEE_NUMBER, a
type of Varchar2, and a size of 30. Assign the Meaning column the column name
FULL_NAME, a type of Varchar2, and a size of 240. Restrict the value set to include only
active employees by specifying the following Where/Order By clause:
m y
WHERE CURRENT_EMPLOYEE_FLAG = ‘Y’
d e
ca
2.
A
After defining your value set, use the Descriptive Flexfield Segments window to define the
e
l
c
a
r
3.
O ly
You can keep the two segments that you defined previously for the Global Data Elements
context. Now define a new segment for the Global Data Elements context. Name the
l & On
segment Employee Number, with a prompt of Employee Number. Assign the segment the
number 30, the column ATTRIBUTE6, and the value set YourInitials_EMP_NUM.
n a e
4.
t e r
Ensure the new segment is displayed and enabled. When you finish defining the structure,
s
freeze and compile your flexfield definition.
U
I n
5.
l e
After defining your value set and segment, navigate to your descriptive flexfield and test the
c
results of your work. When you are finished, exit without saving.
r a
O

Solution – Table Validation
Define your Value Set
2. Enter the information for the value set in the following fields:
• Value Set Name: YourInitials_EMP_NUM
• Description: YourInitials Employee Number Value Set
• Security Type: Non-Hierarchical
• List Type: Long List of Values

m y
3. Click (B) Edit Information to navigate to the Validation Table Information window.
d e
4. Use the lists of values in the Table Application to select Human Resources as the table
ca
application type PER_ALL_PEOPLE_F as the table name.
e A
5.
l
In the Table Columns region, use the lists of values in the following fields to select this
information for the Value column:
c
• Name: EMPLOYEE_NUMBER
r a
• Type: Varchar2 O ly
•
l & On
Size: 30
n a e
6.
t e r U s
In the Table Columns region, use the lists of values in the following fields to select this
information for the Meaning column:
•
I n
Name: FULL_NAME
•
l e
Type: Varchar2
c
O
7.
ra
• Size: 240
In the Where/Order By field, enter

WHERE CURRENT_EMPLOYEE_FLAG = ‘Y’
8. Save your work.
5. Keep the two segments you defined previously.
• Number: 30
• Name: Employee Number
• Window Prompt: Employee Number
m y
d e
• Value Set: YourInitials_EMP_NUM
ca
e A
c l
7. Save your work.
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8.
O ly
Navigate back to the Descriptive Flexfield Segments window.
9.
l & On
Select the Freeze Flexfield Definition check box.
n a e
t e r U s
n
I
1.
l e
After defining your value set and segment, navigate to your descriptive flexfield and test the
c
results of your work. When you are finished, exit without saving.
r a
O

Practice - Cascading Dependencies with $FLEX$
Overview
In this practice, you will create a descriptive flexfield that uses cascading dependencies to
validate the values entered. The flexfield will track the manufacturer, model, and color of a
vehicle. The possible model values will be restricted depending on the manufacturer value, and
the possible color values will be restricted depending on the model value.
To set up the cascading dependencies, you will create table-validated value sets using the
following tables:
CAR_MAKERS
MANUFACTURER_ MANUFACTURER_ MANUFACTURER_

NAME DESCRIPTION ID
Ford Ford 01
Nissan Nissan 02
Chevrolet Chevrolet 03
m y
Chrysler Chrysler 04
d e
ca
CAR_MODELS
e A
MODEL_ MODEL_
c l MODEL_ MANUFACTURER_
NAME DESCRIPTION
r a ID ID
Mustang Mustang
O ly 011 01
Windstar Windstar
l & On 012 01
240SX 240SX
n a e 013 02
Altima
e r
Altima
t U s 014 02
Corvette
I nCorvette 015 03
Camaro
c l e Camaro 016 03
r aSebring Sebring 017 04
O Concorde Concorde 018 04

CAR_COLORS
COLOR_ COLOR_ COLOR_ MODEL_ MANUFACTURER_
NAME DESCRIPTION ID ID ID
Red Red 0101 011 01
Black Black 0102 011 01
Green Green 0103 011 01
Black Black 0104 012 01
Blue Blue 0105 012 01
White White 0106 012 01
Champagne Champagne 0107 013 02
Red Red 0108 013 02
Sea Green Sea Green 0109 013 02

m y
Silver Silver 0110 014 02
d e
Gold Gold 0111 014 02
ca
Teal Teal 0112
e
014 02 A
Black Black
c l
0113 015 03
Red Red
r a 0114 015 03
Yellow Yellow O ly 0115 015 03
Purple Purple
l & On 0116 016 03
n a e
Blue
Green
Blue
Green
t e r U s
0117
0118
016
016
03
03
Maroon I
Maroon n 0119 017 04
c
Silver l e Silver 0120 017 04
r aGreen Green 0121 017 04
O

White White 0122 018 04
Blue Blue 0123 018 04
Silver Silver 0124 018 04
Tasks
• Define a table-validated value set named YourInitials_MFG. Give the value set a
description, a format type of Char, and a maximum size of 10. Enable non-hierarchical
security for the value set. Specify the table CAR_MAKERS as the validation table.
Assign the Value column the column name MANUFACTURER_NAME, a type of
Varchar2, and a size of 10. Assign the Meaning column the column name
MANUFACTURER_DESCRIPTION, a type of Varchar2, and a size of 30. Assign the
ID column the column name MANUFACTURER_ID, a type of Number, and a size of 2.
• Define a table-validated value set named YourInitials_MODEL. Give the value set a
security for the value set. Specify the table CAR_MODELS as the validation table.
Assign the Value column the column name MODEL_NAME, a type of Varchar2, and a
m y
size of 10. Assign the Meaning column the column name MODEL_DESCRIPTION, a
type of Varchar2, and a size of 30. Assign the ID column the column name MODEL_ID,
d e
a type of Number, and a size of 3. Specify the following Where/Order By clause:
ca
WHERE MANUFACTURER_ID = :$FLEX$. YourInitials _MFG
e A
•
l
Define a table-validated value set named YourInitials_COLOR. Give the value set a
c
r a
security for the value set. Specify the table CAR_COLORS as the validation table.
Assign the Value column the column name COLOR_NAME, a type of Varchar2, and a
O ly
size of 10. Assign the Meaning column the column name COLOR_DESCRIPTION, a
l & On
type of Varchar2, and a size of 30. Assign the ID column the column name COLOR_ID,
a type of Number, and a size of 4. Specify the following Where/Order By clause:
n a e
WHERE MODEL_ID = :$FLEX$. YourInitials _MODEL
t e r U
ORDER BY COLOR_NAME s
I n
2.
c l e
After defining your value sets, use the Descriptive Flexfield Segments window to define the
r a structure for your descriptive flexfield. For the purposes of this practice, use the same
descriptive flexfield that you worked on previously to enter your new structure. Unfreeze the
O flexfield definition first so that you can change the structure.

3. Delete the segments that you defined previously for the Global Data Elements context. Then
define three new segments for the Global Data Elements context.
• Define a segment named Manufacturer, with a prompt of Manufacturer. Assign the

segment the number 10, the column ATTRIBUTE1, and the value set
YourInitials_MFG.
• Define a segment named Model, with a prompt of Model. Assign the segment the
number 20, the column ATTRIBUTE2, and the value set YourInitials_MODEL.
• Define a segment named Color, with a prompt of Color. Assign the segment the number
30, the column ATTRIBUTE3, and the value set YourInitials_COLOR.
• Ensure that all three segments are displayed and enabled. When you finish defining the
4. After defining your value sets and segments, navigate to your descriptive flexfield and test
the results of your work. When you are finished, exit without saving.
m y
d e
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Solution – Cascading Dependencies with $FLEX$
• Value Set Name: YourInitials_MFG
• Description: YourInitials Car Manufacturers Value Set
• Security Type: Non-Hierarchical

m y
4. Enter CAR_MAKERS as the table name.
d e
ca
• Name: MANUFACTURER_NAME
e A
• Type: Varchar2
c l
• Size: 10
r a
6. O ly
In the Table Columns region, enter the following information for the Meaning column:
•
l & On
Name: MANUFACTURER_DESCRIPTION
n a e
•
•
Type: Varchar2
t e r U s
n
Size: 30
7.
e I
In the Table Columns region, enter the following information for the ID column:
•
c l
Name: MANUFACTURER_ID
r a • Type: Number
O

• Size: 2
8. Save your work.
• Value Set Name: YourInitials_MODEL
• Description: YourInitials Car Models Value Set
11. Enter CAR_MODELS as the table name.
• Name: MODEL_NAME
m y
• Type: Varchar2
d e
• Size: 10
ca
e
13. In the Table Columns region, enter the following information for the Meaning column: A
•
c l
•
Name: MODEL_DESCRIPTION
r a
Type: Varchar2
O ly
• Size: 30
l & On
a e
14. In the Table Columns region, enter the following information for the ID column:
n
• Name: MODEL_ID
t e r U s
• Type: Number
I n
•
l e
Size: 3
c
r a
15. In the Where/Order By field, enter
O WHERE MANUFACTURER_ID = :$FLEX$. YourInitials _MFG

16. Save your work.
17. Enter the information for the third value set in the following fields:
• Value Set Name: YourInitials_COLOR
• Description: YourInitials Car Colors Value Set
19. Enter CAR_COLORS as the table name.
•
Name: COLOR_NAME
Type: Varchar2
m y
• Size: 10
d e
21. In the Table Columns region, enter the following information for the Meaning column:
ca
• Name: COLOR_DESCRIPTION
e A
•
c l
•
Type: Varchar2
r a
Size: 30
O ly
& On
22. In the Table Columns region, enter the following information for the ID column:
l
• Name: COLOR_ID
n a e
• Type: Number
t e r U s
• Size: 4
I n
l e
23. In the Where/Order By field, enter
c
r aWHERE MODEL_ID = :$FLEX$.YourInitials _MODEL
O ORDER BY COLOR_NAME

24. Save your work.
4. Select the Global Data Elements context and click Segments to navigate to the Segments
Summary window.
6. Save your work.
• Number: 10
• Name: Manufacturer
• Window Prompt: Manufacturer
m y
d e
• Value Set: YourInitials_MFG
ca
e A
c l
8. Save your work.
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9.
O ly
Enter the information for the second segment in the following fields:
• Number: 20
l & On
• Name: Model
n a e
•
t e
Window Prompt: Modelr U s
•
I n
Column: ATTRIBUTE2
•
c l e
Value Set: YourInitials_MODEL
r a • Displayed: Selected
O

10. Save your work.
• Number: 30
• Name: Color
• Window Prompt: Color
• Value Set: YourInitials_COLOR
12. Save your work.

m y
15. Click Compile to compile the flexfield definition. Click OK to each note about submitting
d e
ca
e A
1.
l
After defining your value sets and segments, navigate to your descriptive flexfield and test
c
a
the results of your work. When you are finished, exit without saving.
r
O ly
l & On
n a e
t e r U s
I n
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Guided Demonstration - Folders
Overview
The committee wants you to test setting up and administering a Folder form. But, they are
willing to do a single test. You will see the following demonstrated.
• Create the folder
• Assign a default folder definition to a user
• Set the profile option to control modifications of the folder by the user
Tasks
1. Log on to Oracle Applications using the username you defined earlier, such as JSUSER.
Select General Ledger Super User responsibility and navigate to (N) Journals > Enter.
2. The first window you see is the Find Journals window. Note that once you create your
folder and assign it to your user this window will not appear.
3. In the Find Journals window, enter Payables in the Source field.

m y
4. Click Find.
d e
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e A
c l
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t e r U s
I n
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5. In the Enter Journals window, choose Folder > Save As….
6. In the Save Folder window, enter the following:
• Folder: Your Initials Payables Journals
• Autoquery: Ask each time
• Public: enable check box
• Include query: enable check box
7. Click Show Query.
8. The Show Query window displays (JE_SOURCE=‘PAYABLES’).
Note: you can view the query here, but you cannot change it. Click OK to close the
window.
9. In the Save Folder window click OK.
m y
d e
ca
e A
c l
r a
O ly
l & On
10. In the Enter Journals window, the upper left corner next to the Folder icon is the name you
entered for your folder.
n a e
t e r U s
11. Click on the Folder icon to launch the Open Folder window.
I
defined as Public.n
Note: the other folders that are available for your selection. These appear because they are
c l e
12. Click Cancel.
r a
13. Click on the Folder Tools icon on the toolbar (the second icon from the right) to launch the
O Folder Tools window palette. Move your cursor over each icon to view its function.

14. Click the Show Field… icon to launch the Show Field selection window. This allows you to
add any of the listed fields to the Enter Journals window display.
15. Choose “Category” from the Show Field window if the Category column has not been added
to the display in the Enter Journals window or select another value when needed and click
OK.
16. 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.
m y
d e
ca
e A
c l
a
17. Switch Responsibilities to your System Administrator responsibility.
r
O ly
18. (N) Application > Administer Folders.
l & On
19. In the Find Folders screen, select “Default folder assignments by user” and choose your user
name from list of values.
n a e
20. Click Find.
t e r U s
I n
c l e
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O

21. In the Default Folders by User window, enter the following.
• Folder Set: GL_JE_BATCHES_HEADERS_V

m y
• Folder: Your Initials Payables Journals
d e
• Behavior Mode: No restrictions
ca
22. Save your work.
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
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O

23. (N) Profile > System.
24. In the Find System Profile Values window enter the following.
• User: Your Initials User
m y
• Profile: Folders: Allow Customization
d e
25. Click Find.
ca
e A
c l
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O ly
l & On
n a e
t e r U s
I n
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26. Set the Profile Option to disallow modification by your user. In the System Profile Values
m y
screen enter “No” as the User value for the profile option.
d e
27. Save your work.
ca
e A
c l
r a
O ly
l & On
n a e
t e r U s
I n
c l e
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28. Switch Responsibilities back to your General Ledger Super User.
O

29. (N) Journals > Enter.
30. Notice that you see a Decision window that says “Find all records in this folder?” This
window displays because you chose “Ask each time” when you defined the folder.
31. Click Yes.
32. Notice that the Journal Entries window opens with your folder displayed.
33. Click on the Folder Tools icon on the toolbar. Note that all the modification icons are
disabled (because you set the Folders: Allow Customization profile option to No).
34. Click on the Folder menu and notice that the only enabled option is Open.
m y
d e
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e A
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l & On
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Practice - Incorporating Custom Programs
Overview
The committee wants you to test the process for adding a custom program. In order to speed the
testing, the committee has agreed to use an existing program, the Completed Concurrent
Requests report, to test this functionality. In order to test this process, you will do the following.
• Create a concurrent program definition
• Add the concurrent program to a request group
• Add the request group to a responsibility
• Test your custom program
Tasks
Create your Concurrent Program Definition
1. Given the executable program already created, you need to create a concurrent program to
contain it. Query up the Completed Concurrent Requests Report program in the Concurrent
Programs window and use the Copy to button to create your custom program.
m y
• Program: Your Initials Completed Concurrent Requests
d e
• Short Name: Your Initials_CPCRQ
ca
•
e
Application: Application Object Library A
•
c l
Choose to Include Program Parameters when copying
• r a
O ly
Choose to Include Program Incompatibilities when copying
& On
Add your Concurrent Program to a Request Group
l
2.
a e
Add your concurrent program to your existing Your Initials Assistant SysAdmin request
n
group. Once you have added it to this group, it will have already been assigned to the Your
e r s
Initials Assistant System Administrator responsibility and to the Your InitialsAssistSA user.
t U
I n
Test your Concurrent Program
3.
l e
Sign-on as the Your InitialsAssistSA user, and submit a concurrent request for your new
c
report.
r a
O

Solution - Incorporating Custom Programs

responsibility.Create your Concurrent Program Definition
2. Navigate to (N) Concurrent > Program > Define.
3.. Query up the Completed Concurrent Requests program.
4. Click the “Copy to…” button.
5. In the Copy to window enter the following:
• Program: Your Initials Completed Concurrent Requests Report
• Short Name: Your Initials_CPCRQ (e.g., JS_CPCRQ)
•
Choose to Include Program Parameters when copying
m y
e
Choose to Include Program Incompatibilities when copying
6. Click the “OK” button to close the “Copy to …” window..

a d
A c
c l e
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n a e
t e r U s
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m y
8.. Close the form.
d e
Add your Concurrent Program to a Request Group
ca
9.. Navigate to (N) Security > Responsibility > Request.
e A
l
10. Query up your request group Your Initials Assistant SysAdmin Group.
c
a
11. Insert a new record and the Program Your Initials Completed Concurrent Requests.
r
O ly
l & On
n a e
t e r U s
I n
c l e
r a
O

m y
13. Close the form.Test your Concurrent Program
d e
14. Switch Responsibilities to or log in as the Your InitialsAssistSA.
ca
e A
l
16.. Click the “OK” button to submit a single request.
c
a
17. Submit your new program and watch it run successfully.
r
O ly
l & On
n a e
t e r U s
I n
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O


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R12 Oracle Applications System

U.S. GOVERNMENT RIGHTS

Mildred Wang, Robert Farrington, Clara Jaeckel, Melody Yang

Technical Contributors and Reviewers

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

O Organization Administration Privileges ........................................................................................................6-37

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

O Auditing Database Changes...........................................................................................................................8-16

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

Introduction to Oracle Applications Manager..............................................................................................10-1

O System Alerts, Metrics, Logs.........................................................................................................................11-17

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

O Changing Request Options ............................................................................................................................13-26

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

O Step 4 Event Message Communication .........................................................................................................17-17

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

O Specialized Validation Types ........................................................................................................................19-14

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

Defining Descriptive Flexfields .......................................................................................................................20-1

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

r aSolution - Responsibilities .........................................................................................................................26-32

O Guided Demonstration - Creating Role Categories ...................................................................................26-37

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

R12 System Administrator Fundamentals Table of Contents

• Thorough knowledge of R12 Oracle Applications Navigation

• There are no prerequisites for this course.

How This Course Is Organized

R12 System Administrator Fundamentals Table of Contents

• System release bulletins

• Installation and user’s guides

• International Oracle User’s Group (IOUG) articles

R12 System Administrator Fundamentals Table of Contents

R12 System Administrator Fundamentals Table of Contents

Passwords DROP USER scott

Lowercase Syntax variables CREATE ROLE role

Typographic Conventions in Oracle Application Navigation Paths

O (ST) = Sub Tab

Copyright © Oracle Corporation, 2006. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

The following help navigation path, for example—

(Help) General Ledger > Journals > Enter Journals

—represents the following sequence of actions:

2. Under the General Ledger entry, expand Journals.

3. Under Journals, select Enter Journals.

R12 System Administrator Fundamentals Table of Contents

R12 System Administrator Fundamentals Table of Contents

Guided Demonstrations and Practices

Guided Demonstrations and Practices