D49195GC10 sg3

Oracle University and Emak Academy use only
R12 System Administrator

Fundamentals
Student Guide – Volume 3
D49195GC10
Edition 1.0
October 2008
D56577
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Primary Author
Mildred Wang
Contributing Authors
Clara Jaeckel, Robert Farrington, Bill Sawyer, Melody Yang
Technical Contributors and Reviewers
Leta Davis, Sunil Ghosh, Donna Johnson, Roman Kratochvil, Gary Lemmons, Biju Mohan,
Gursat Olgun, Venkata Vengala, Barbara Waddoups, Roger Wigenstam, Maxine Zasowski
This book was published using: oracletutor
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
Objectives ......................................................................................................................................................3-4
Overview of Function Security......................................................................................................................3-5
Defining a New Application User .................................................................................................................3-7
Custom Applications .....................................................................................................................................3-8
Defining an Application ................................................................................................................................3-9
Registering an Oracle ID ...............................................................................................................................3-10
Data Groups...................................................................................................................................................3-11
Securing Functions ........................................................................................................................................3-13
Defining a Menu............................................................................................................................................3-14
Identifying Existing Menu Structures...........................................................................................................3-16
Menu Guidelines ...........................................................................................................................................3-17
Creating a Menu ............................................................................................................................................3-18
Modifying an Existing Menu Definition ......................................................................................................3-20
Navigator Menus ...........................................................................................................................................3-21
The Menu Viewer..........................................................................................................................................3-22
Viewing Node Properties in the Menu Viewer..............................................................................................3-23
Adding a Custom Form Function ..................................................................................................................3-24
Using Responsibilities ...................................................................................................................................3-25
Responsibility Components ...........................................................................................................................3-27
Defining a New Responsibility......................................................................................................................3-28
Responsibility Creation Process ....................................................................................................................3-29
Defining a New Responsibility......................................................................................................................3-30
Excluding Functions and Menus ...................................................................................................................3-31
Summary........................................................................................................................................................3-32
Introduction to Data Security.........................................................................................................................4-1
Objectives ......................................................................................................................................................4-4
Copyright © Oracle Corporation, 2008. All rights reserved.
R12 System Administrator Fundamentals Table of Contents

i
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
Steps for Implementing Oracle User Management........................................................................................6-6
Configuring and Testing Oracle User Management ......................................................................................6-9
Introduction to Roles .....................................................................................................................................6-10
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
Defining Roles: Assigning Multiple Responsibilities to a Role ....................................................................6-15
Role Inheritance Hierarchies .........................................................................................................................6-16
Role Categories .............................................................................................................................................6-17
Assigning Permissions to Roles.....................................................................................................................6-18
Advantages of Roles Over Responsibilities...................................................................................................6-20
Phase II: Define Roles ...................................................................................................................................6-22
Steps for Creating Roles: Define a Role Category ........................................................................................6-23
Steps for Creating Roles: Create a Role within the Role Category ...............................................................6-24
Steps for Creating Roles: Place Role in Role Inheritance Hierarchy.............................................................6-25
Steps for Creating Roles: Assign Permissions to Roles.................................................................................6-26
Steps for Creating Roles: Assign Role to a New Person ...............................................................................6-27
Steps for Creating Roles: Test Role as Customer Administrator...................................................................6-28
What Is Delegated Administration?...............................................................................................................6-30
User Administration Privileges......................................................................................................................6-31
User Administration Privileges (cont.) ..........................................................................................................6-32
Role Administration Privileges......................................................................................................................6-33
Seeded Permissions for User Administration ................................................................................................6-34
Managing Roles with Role Administration ...................................................................................................6-35
Seeded Permissions for Role Administration ................................................................................................6-36
Organization Administration Privileges ........................................................................................................6-37
Seeded Permissions for Organization Administration ...................................................................................6-38

ii
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
Profile Hierarchy Levels - Server ..................................................................................................................7-9
System Profile Options..................................................................................................................................7-10
Using User Profile Values as Defaults .........................................................................................................7-11
Profile Categories ..........................................................................................................................................7-12
Auditing Related Profile Options ..................................................................................................................7-13
Currency-Related Options .............................................................................................................................7-15
Flexfield-Related Options..............................................................................................................................7-16
Online Reporting-Related Options ................................................................................................................7-18
Personal Output Viewer Options ...................................................................................................................7-19
User-Related Concurrent Request Profile Options ........................................................................................7-20
Security Signon Profile Options ....................................................................................................................7-22
Summary........................................................................................................................................................7-24
Auditing System Resources.............................................................................................................................8-1
Auditing System Resources...........................................................................................................................8-3
Objectives ......................................................................................................................................................8-4
Auditing Oracle Applications ........................................................................................................................8-5
Auditing User Activity ..................................................................................................................................8-6
Signon Audit Profile Option..........................................................................................................................8-7
Signon Audit Reports ....................................................................................................................................8-8
Signon Audit Forms Report...........................................................................................................................8-9
Signon Audit Concurrent Requests Report....................................................................................................8-10
Signon Audit Responsibilities Report............................................................................................................8-11
Signon Audit Unsuccessful Logins Report....................................................................................................8-12
Signon Audit Users Report............................................................................................................................8-13
Purge Audit Records......................................................................................................................................8-14
Monitor Users Window .................................................................................................................................8-15
Auditing Database Changes...........................................................................................................................8-16
Steps for Setting Up AuditTrail.....................................................................................................................8-17

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

iv
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
Service Infrastructure Wizard........................................................................................................................12-13
Generic Collection Service (GCS) and Forms Monitoring Wizard ...............................................................12-14
CP Signature..................................................................................................................................................12-15
Dashboard Collection Wizard........................................................................................................................12-17
Support Cart...................................................................................................................................................12-18
Summary........................................................................................................................................................12-20
Managing Concurrent Programs and Reports .............................................................................................13-1
Managing Concurrent Requests.....................................................................................................................13-3
Objectives ......................................................................................................................................................13-4
Concurrent Requests, Programs, and Managers ............................................................................................13-6
Business Needs for Concurrent Processing ...................................................................................................13-7
Business Needs for Standard Request Submission........................................................................................13-8
Definitions .....................................................................................................................................................13-9
Submit Request Flow.....................................................................................................................................13-11
Submit a New Request ..................................................................................................................................13-12
Using the Parameters Window ......................................................................................................................13-13
Defining a Submission Schedule ...................................................................................................................13-14
Defining Completion Options........................................................................................................................13-16
Request ID .....................................................................................................................................................13-17
Reprinting a Report .......................................................................................................................................13-18
Use the Requests Window to View and Change Requests ............................................................................13-19
How to Use the Requests Window ................................................................................................................13-20
Using the Requests Window..........................................................................................................................13-21
Viewer Options Window ...............................................................................................................................13-23
Canceling a Request ......................................................................................................................................13-24
Holding a Request .........................................................................................................................................13-25
Changing Request Options ............................................................................................................................13-26
Four Phases of a Concurrent Request ............................................................................................................13-27

v
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
System Administrator Request Set Privileges ...............................................................................................13-59
Summary........................................................................................................................................................13-60
Administering Concurrent Managers............................................................................................................14-1
Administering Concurrent Managers.............................................................................................................14-3
Objectives ......................................................................................................................................................14-4
Concurrent Requests, Programs, and Processes ............................................................................................14-5
Overview of Concurrent Processing ..............................................................................................................14-6
Generic Service Management (GSM)............................................................................................................14-7
Defining a Concurrent Manager ....................................................................................................................14-8
Defining Work Shifts.....................................................................................................................................14-10
Balancing Process Workload Over Time.......................................................................................................14-11
Work Shift Hierarchy ....................................................................................................................................14-12
Concurrent Managers Window: Program Libraries.......................................................................................14-13
Assigning Workshifts to a Manager ..............................................................................................................14-14
Specializing a Concurrent Manager...............................................................................................................14-15
Specializing a Concurrent Manager: Combined Rules ..................................................................................14-16
Specialization Rules ......................................................................................................................................14-17
Action Types .................................................................................................................................................14-18
Combining Multiple Actions Within Rules ...................................................................................................14-19
Concurrent Request Types.............................................................................................................................14-20
Using Request Types .....................................................................................................................................14-21
Conflicts Domains .........................................................................................................................................14-22
Processing Conflicts Domains.......................................................................................................................14-24
Control Functions of Concurrent Managers ..................................................................................................14-25
Internal Monitor and ICM .............................................................................................................................14-27
Defining a Transaction Manager ...................................................................................................................14-28
Viewing Log and Output Files ......................................................................................................................14-29
Managing Parallel Concurrent Processing.....................................................................................................14-30

vi
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
Business Event System Architecture .............................................................................................................16-18
Business Event System Components.............................................................................................................16-19
Advanced Queuing, an Enabling Technology ...............................................................................................16-20
Oracle Database Communication Alternatives..............................................................................................16-21
Accessing Oracle Workflow Web Pages .......................................................................................................16-23
Oracle Workflow Home Pages ......................................................................................................................16-24
Notification System .......................................................................................................................................16-25
Worklist Web Pages ......................................................................................................................................16-26
E-Mail Notifications ......................................................................................................................................16-27
Directory Services .........................................................................................................................................16-28
Status Monitor Web Pages.............................................................................................................................16-29
Workflow Definitions Loader........................................................................................................................16-30
Workflow XML Loader.................................................................................................................................16-31
Workflow Manager........................................................................................................................................16-32
Service Components ......................................................................................................................................16-33
Oracle Workflow Documentation..................................................................................................................16-34
Review Questions ..........................................................................................................................................16-36
Summary........................................................................................................................................................16-37
Setting Up Oracle Workflow ..........................................................................................................................17-1
Setting Up Oracle Workflow .........................................................................................................................17-3
Objectives ......................................................................................................................................................17-4
Required Setup Steps.....................................................................................................................................17-5
Step 1 Setting Global Workflow Preferences ................................................................................................17-6
Step 2 Setting Up an Oracle Workflow Directory Service ............................................................................17-9
Step 3 Running Background Engines ............................................................................................................17-13
Step 4 Configuring the Business Event System.............................................................................................17-16
Step 4 Event Message Communication .........................................................................................................17-17
Step 4 Setting Up Database Links and Queues..............................................................................................17-18

vii
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
Validating Input Using Value Sets ................................................................................................................18-9
Key and Descriptive Flexfields .....................................................................................................................18-10
Key Flexfields ...............................................................................................................................................18-11
Intelligent Keys .............................................................................................................................................18-12
Key Flexfield Example: Accounting Flexfield ..............................................................................................18-14
Oracle Applications Key Flexfields...............................................................................................................18-15
Descriptive Flexfields....................................................................................................................................18-16
Using Reference Fields..................................................................................................................................18-17
Using Different Contexts: Asset Category Flexfield .....................................................................................18-18
Oracle Applications Descriptive Flexfields (Partial) .....................................................................................18-19
Standard Request Submission (SRS) and Flexfields .....................................................................................18-20
Benefits of Flexfields.....................................................................................................................................18-21
Storing Flexfield Data Internally ...................................................................................................................18-22
Implementing a Flexfield Steps ....................................................................................................................18-23
Summary........................................................................................................................................................18-24
Using Value Sets...............................................................................................................................................19-1
Using Value Sets ...........................................................................................................................................19-3
Objectives ......................................................................................................................................................19-4
Overview .......................................................................................................................................................19-5
Validating Input Using Value Sets ................................................................................................................19-6
Planning a Value Set......................................................................................................................................19-7
Types of Value Sets.......................................................................................................................................19-8
Validation Type None ...................................................................................................................................19-10
Independent Value Sets .................................................................................................................................19-11
Dependent Value Sets....................................................................................................................................19-12
Table-Validated Value Sets ...........................................................................................................................19-13
Specialized Validation Types ........................................................................................................................19-14
Translatable Independent Value Sets.............................................................................................................19-15

viii
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
Summary........................................................................................................................................................19-45
Defining Descriptive Flexfields .......................................................................................................................20-1
Defining Descriptive Flexfields.....................................................................................................................20-3
Objectives ......................................................................................................................................................20-4
Overview .......................................................................................................................................................20-5
Planning a Descriptive Flexfield ...................................................................................................................20-6
Using Descriptive Flexfields .........................................................................................................................20-8
Typical Descriptive Flexfield Information ....................................................................................................20-9
Some Oracle Applications Descriptive Flexfields.........................................................................................20-10
Identifying a Descriptive Flexfield ................................................................................................................20-11
Determining the Descriptive Flexfield Name ................................................................................................20-12
Determining Available Resources .................................................................................................................20-14
Planning Questions ........................................................................................................................................20-15
Identifying Your Information ........................................................................................................................20-16
Grouping Information By Usage ...................................................................................................................20-17
Isolate Common Information.........................................................................................................................20-18
Determine Different Contexts........................................................................................................................20-19
Descriptive Flexfield Components ................................................................................................................20-20
Global Segments............................................................................................................................................20-21
Context-Sensitive Segments ..........................................................................................................................20-22
Distinguishing Between Contexts..................................................................................................................20-23
Reference and Context Fields........................................................................................................................20-24
Using Reference Fields..................................................................................................................................20-25
Identifying Referenceable Columns ..............................................................................................................20-26
Using Context Fields .....................................................................................................................................20-27
Synchronizing the Context Field Value with the Reference Field Value ......................................................20-28
Planning Flexfields: Global Segments Only..................................................................................................20-30
Planning Flexfields: Context Segments Only ...............................................................................................20-31
Planning Flexfields: Global and Context Fields ............................................................................................20-32
Specifying the Flexfield Attributes................................................................................................................20-33

ix
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
Key Flexfield Application Tables..................................................................................................................21-15
Key Flexfield Qualifiers ................................................................................................................................21-16
Types of Qualifiers ........................................................................................................................................21-17
Flexfield Qualifiers........................................................................................................................................21-18
Segment Qualifiers ........................................................................................................................................21-20
Other Key Flexfield Options .........................................................................................................................21-21
Allowing Dynamic Insertion .........................................................................................................................21-22
Cross-Validating Values................................................................................................................................21-23
Using Shorthand Aliases ...............................................................................................................................21-24
Securing Value Set Access ............................................................................................................................21-25
Designing the Key Flexfield Layout..............................................................................................................21-26
Designing Segments ......................................................................................................................................21-27
Specifying Default Values.............................................................................................................................21-28
Planning Decisions ........................................................................................................................................21-30
Planning Key Flexfield Values......................................................................................................................21-32
Definition Procedure......................................................................................................................................21-33
Accessing the Key Flexfield Definition.........................................................................................................21-35
Specifying Flexfield Behavior.......................................................................................................................21-36
Defining Segment Attributes .........................................................................................................................21-37
Defining Validation and Size Attributes........................................................................................................21-38
Defining Flexfield Qualifiers.........................................................................................................................21-39
Freezing and Compiling the Definition .........................................................................................................21-40
Defining Value Set Values ............................................................................................................................21-41
Defining Segment Qualifiers .........................................................................................................................21-42
Cross-Validating Values................................................................................................................................21-43
Cross-Validation Rule Syntax .......................................................................................................................21-44
Data Type Specifications and Cross-Validation Rules ..................................................................................21-45

x
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
Using Advanced Validation Capabilities.......................................................................................................22-3
Objectives ......................................................................................................................................................22-4
Overview .......................................................................................................................................................22-5
Advanced Validation Options........................................................................................................................22-6
Table-Validated Value Sets ...........................................................................................................................22-7
Defining a Table-Validated Value Set...........................................................................................................22-8
Restricting Values Retrieved from a Table....................................................................................................22-9
Limitations on Using SQL WHERE Clauses ................................................................................................22-10
Using Multiple Tables for Validation............................................................................................................22-11
Other Advanced Validation Options..............................................................................................................22-12
Using $PROFILES$ ......................................................................................................................................22-13
Using :block.field ..........................................................................................................................................22-14
Using $FLEX$...............................................................................................................................................22-15
Cascading Dependencies Using $FLEX$......................................................................................................22-16
Using Special Value Sets...............................................................................................................................22-17
Using Pair Value Sets ....................................................................................................................................22-18
Summary........................................................................................................................................................22-19
Appendix - Administering Folders.................................................................................................................23-1
Appendix - Administering Folders ................................................................................................................23-3
Objectives ......................................................................................................................................................23-4
Folders: Definition.........................................................................................................................................23-5
Administering Folders: Topics ......................................................................................................................23-6
Assigning a Default Folder to a Responsibility .............................................................................................23-7
Assigning a Default Folder to a User.............................................................................................................23-8
Assigning Ownership of a Folder ..................................................................................................................23-9
Deleting a Folder Definition..........................................................................................................................23-10
Summary........................................................................................................................................................23-11

xi
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
Uploading Your New or Changed Help Files................................................................................................25-17
File Upload Steps...........................................................................................................................................25-18
Updating the Search Index.............................................................................................................................25-20
Creating Reports ............................................................................................................................................25-21
Running Reports ............................................................................................................................................25-22
Customizing Help Navigation Trees..............................................................................................................25-23
Help Builder Functions..................................................................................................................................25-24
The Help Builder ...........................................................................................................................................25-25
Opening a Tree for Editing ............................................................................................................................25-26
Adding New Help Files to a Tree ..................................................................................................................25-27
Adding New Nodes to a Tree ........................................................................................................................25-28
For Further Information.................................................................................................................................25-29
Summary........................................................................................................................................................25-30
Guided Demonstrations and Practices...........................................................................................................26-1
Guided Demonstrations and Practices ...........................................................................................................26-3
Practice - Users..........................................................................................................................................26-4
Solution - Users .........................................................................................................................................26-5
Practice - Data Groups...............................................................................................................................26-9
Solution – Data Groups .............................................................................................................................26-10
Practice - Menus ........................................................................................................................................26-12
Solution - Menus .......................................................................................................................................26-15
Practice - Query-Only Forms.....................................................................................................................26-22
Solution - Query-Only Forms ....................................................................................................................26-23
Practice - Responsibilities..........................................................................................................................26-27
Solution - Responsibilities .........................................................................................................................26-29
Guided Demonstration - Data Security Policy Example............................................................................26-33
Guided Demonstration - Creating Role Categories ...................................................................................26-34
Practice - Creating a Role and Placing it in a Role Inheritance Hierarchy ................................................26-35

xii
Solution – Creating a Role and Placing it in a Role Inheritance Hierarchy...............................................26-37
Practice - Assigning Permission Sets to the Role ......................................................................................26-41
Solution – Assigning Permission Sets to the Role.....................................................................................26-43
Practice - Setting Up Delegated Administration........................................................................................26-44
Solution – Setting Up Delegated Administration ......................................................................................26-45
Practice - Testing Delegated Administration.............................................................................................26-47
Solution – Testing Delegated Administration............................................................................................26-48
Practice - Creating a Registration Process for the Role .............................................................................26-51
Solution – Creating a Registration Process for the Role............................................................................26-52
Practice - Testing the Registration Process for the Role............................................................................26-53
Solution – Testing the Registration Process for the Role ..........................................................................26-54
Practice - Profile Options...........................................................................................................................26-56
Solution - Profile Options..........................................................................................................................26-57
Practice - Auditing Resources....................................................................................................................26-59
Solution - Auditing Resources...................................................................................................................26-60

Guided Demonstration - Support Cart .......................................................................................................26-62
Practice - Scheduling Requests..................................................................................................................26-63
Solution - Scheduling Requests .................................................................................................................26-64
Practice - Request Groups .........................................................................................................................26-69
Solution - Request Groups.........................................................................................................................26-71
Practice - Coded Request Groups ..............................................................................................................26-73
Solution - Coded Request Groups .............................................................................................................26-75
Practice - Request Sets Using Wizard .......................................................................................................26-80
Solution - Request Sets Using Wizard.......................................................................................................26-81
Practice - Administering Concurrent Managers.........................................................................................26-86
Solution - Administering Concurrent Managers........................................................................................26-89
Guided Demonstration - Loading and Running a Workflow Process........................................................26-95
Practice - Define a Descriptive Flexfield...................................................................................................26-97
Solution – Define a Descriptive Flexfield .................................................................................................26-101
Practice - Define a Descriptive Flexfield with None Validation ...............................................................26-104
Solution – Define a Descriptive Flexfield with None Validation ..............................................................26-106
Practice - Define a Descriptive Flexfield with Context-Sensitive Segment ..............................................26-109
Solution – Define a Descriptive Flexfield with a Context-Sensitive Segment ..........................................26-112
Practice - Define a Descriptive Flexfield with a Dependent Segment.......................................................26-116
Solution – Define a Descriptive Flexfield with a Dependent Segment......................................................26-119
Practice - Define a Key Flexfield ..............................................................................................................26-123
Solution - Define a Key Flexfield..............................................................................................................26-127
Practice - Security Rules............................................................................................................................26-135
Solution – Security Rules ..........................................................................................................................26-137
Practice - Cross-Validation Rules..............................................................................................................26-139
Solution - Cross-Validations......................................................................................................................26-141
Practice - Shorthand Aliases ......................................................................................................................26-143
Solution – Shorthand Aliases.....................................................................................................................26-144
Practice - Table Validation ........................................................................................................................26-145
Solution – Table Validation.......................................................................................................................26-146
Practice - Cascading Dependencies with $FLEX$ ....................................................................................26-148
Solution – Cascading Dependencies with $FLEX$...................................................................................26-151
Guided Demonstration - Folders................................................................................................................26-154
Practice - Incorporating Custom Programs................................................................................................26-159
Solution - Incorporating Custom Programs ...............................................................................................26-160

xiii
Preface

xv
Profile
Before You Begin This Course
• You need a 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.

xvi
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

xvii
Typographic Conventions
What follows are two lists of typographical conventions that are used specifically within text
or within code.
Typographic Conventions Within Text
Convention Object or Term Example

Uppercase Commands, Use the SELECT command to view
functions, information stored in the LAST_NAME
column names, column of the EMPLOYEES table.

table names,
PL/SQL objects,
schemas
Lowercase, Filenames, where: role is the name of the role

italic syntax variables, to be created.
usernames,
passwords
Initial cap Trigger and Assign a When-Validate-Item trigger to

button names the ORD block.
Choose Cancel.
Italic Books, names of For more information on the subject see

courses and Oracle SQL Reference
manuals, and Manual
emphasized
words or phrases Do not save changes to the database.
Quotation marks Lesson module This subject is covered in Lesson 3,

titles referenced “Working with Objects.”
within a course

xviii
Typographic Conventions in Code
Typographic Conventions Within Code
Convention Object or Term Example

Uppercase Commands, SELECT employee_id
functions FROM employees;
Lowercase, Syntax variables CREATE ROLE role;

italic

Initial cap Forms triggers Form module: ORD
Trigger level: S_ITEM.QUANTITY
item
Trigger name: When-Validate-Item
. . .
Lowercase Column names, . . .

table names, OG_ACTIVATE_LAYER
filenames, (OG_GET_LAYER ('prod_pie_layer'))
PL/SQL objects . . .
SELECT last_name
FROM employees;
Bold Text that must CREATE USER scott

be entered by a IDENTIFIED BY tiger;
user

xix

xx
Guided Demonstrations and
Practices
Chapter 26
Guided Demonstrations and Practices

Chapter
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS 26 - Page 1 ONLY. COPYING eKIT MATERIALS FROM THIS
CLASSROOM

Chapter
CLASSROOM

Chapter
CLASSROOM
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., JSCS for Jane S.C. Smith). This will help you find the
specific data you have created.
Tasks
Create the User
1. Use the information below to define your new user signon.
• User Name: YourInitialsUser (e.g., JSCSUSER)
• Password: WELCOME (re-enter to verify)
• Description: Your Name System Administrator
• Password Expiration: 30 days
• Effective Dates: Today
• Effective Dates: 3 month from today
Assign Responsibilities
2. Assign the following Responsibilities to your user.
• System Administrator
• System Administration
• Application Developer

Chapter
CLASSROOM
• 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.

Chapter
CLASSROOM
Solution - Users
Create the User
Responsibility: System Administrator
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 Home Page.
3. Navigate to the Users form: (N) Security > User > Define.

4. Enter the fields as described in the instructions.
• User Name: YourInitialsUser (e.g., JSCSUSER)
• Description: Your Name System Administrator
• Password Expiration: 30 days
• Effective Dates: Today
• Effective Dates: 3 month from today

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

Chapter
CLASSROOM
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).

Chapter
CLASSROOM
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.
• Associate your new application to the Standard data group.
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: YourInitials Custom Application
• Short Name: Your Initials (e.g., JSCS)
• Base Path: FND_TOP (Note: For class purposes we are using a predefined basepath. If
you were defining a true custom application, this would be a unique basepath.)
• Description: YourInitials Custom Application
Associate Your Custom Application to the Standard Data Group
2. Query up the Standard Data Group from the database.
3. Associate your custom application to the Standard data group.

Chapter
CLASSROOM
Solution – Data Groups
Register your Custom Application
1. If not currently logged in, log in to Oracle Applications with your user.
2. (N) Application > Register
3. Enter your Application: YourInitials Custom Application (e.g., JSCS Custom Application)

4. Enter your Short Name: YourInitials (e.g., JSCS)
5. Enter the Basepath: FND_TOP
6. Enter your Description: YourInitials Custom Application
7. Save your work and close the form
Associate Your Custom Application to Standard Data Group
8. Navigate to (N) Security > ORACLE > DataGroup.
9. Place your cursor in the Data Group field and query the Standard data group by selecting
View from the application menu > Query By Example > Enter.
10. Enter “Standard” in the Data Group field and then execute the query by selecting View from
the application menu > Query By Example > Run.
11. Ensure 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.

Chapter
CLASSROOM

Chapter
CLASSROOM
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 the user and responsibility.
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.
1. Create a new menu. Remember to put your initials at the front of your data entries to keep
your data unique.
• Menu Name: YourInitials_FLEX_SECURITY (e.g., JSCS_FLEX_SECURITY)
• User Menu Name: YourInitials Flexfield Security (e.g., JSCS Flexfield Security)
• Menu Type: Standard
• Description: Define and Assign Flexfield Security Rules
Seq Prompt Function Description Grant

10 Define Flexfield Security Rules Define Flex Security Rules Checked
20 Assign Assign Flexfield Security Rules Assign Flex Security Rules Checked
your data unique.
• Menu Name: YourInitials_RESPONSIBILITY (e.g., JSCS_RESPONSIBILITY)

Chapter
CLASSROOM
• User Menu Name: YourInitials Responsibility (e.g., JSCS Responsibility)
• Description: Define Responsibilities, Request Groups, and Security Rules
Seq Prompt Submenu Function Description Grant

10 Define Responsibilities Define Checked
Responsibilities Responsibilities
20 Request Group Request Groups Define Request Checked
Groups
30 Flexfield YourInitials Define and Assign Checked

Security Flexfield Security Flex Security Rules
your data unique.
• Menu Name: YourInitials_TOP_SYSTEM_AUDITOR
• User Menu Name: YourInitials Top System Auditor
• Description: Custom System Auditor Menu
Seq Prompt Submenu Description Grant

10 Users User Menu – System Define and Monitor Users Checked
Administrator GUI
20 Responsibilities YourInitials Define Responsibilities, Request Checked
Responsibility (i.e., Your Groups, Security Rules
Level 2 Menu)
30 Personal Profile Profile User Values View/Update Personal Profile Checked
Options
40 Requests Standard Report Run and View Requests, Define Checked
Submission and View Request Sets
report (privileged) 4.0
4. View your new menu in the Menu Viewer.
Create your System Auditor Responsibility
5. Create a new responsibility. Remember to put your initials at the front of your data entries to
keep your data unique.

Chapter
CLASSROOM
• Responsibility Name: YourInitials System Auditor
• Application: Application Object Library
• Responsibility Key: YourInitials_SYSTEM_AUDITOR (e.g.,

JSCS_SYSTEM_AUDITOR)
• Description: YourInitials 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: YourInitials_TOP_SYSTEM_AUDITOR (i.e.,Your Level 1 Menu)
• Request Group: (leave blank)
Create your System Auditor User
6. Create a new user. Remember to put your initials at the front of your data entries to keep
your data unique.
• User Name: YourInitials_SYSTEM_AUDITOR
• Password: WELCOME
• Description: System Auditor
• Responsibility: YourInitials System Auditor (use the security group "Standard")
7. Test the new user, new responsibility, and new menu to ensure that they are working
properly.

Chapter
CLASSROOM
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: YourInitials_FLEX_SECURITY (e.g., JSCS_FLEX_SECURITY)
• User Menu Name: YourInitials Flexfield Security (e.g., JSCS Flexfield Security)
• Description: Define and Assign Flexfield Security Rules

10 Define Flexfield Security Rules Define Flex Security Rules Checked
20 Assign Assign Flexfield Security Rules Assign Flex Security Rules Checked
4. Save your work. You should see a note indicating that your request has been submitted to
recompile your menu. Click (B) OK to acknowledge the note. Your work should look
similar to the following.

Chapter
CLASSROOM
5. Click the New Record icon to create your Level 2 menu.
• Menu Name: YourInitials_RESPONSIBILITY (e.g., JSCS_RESPONSIBILITY)
• User Menu Name: YourInitials Responsibility (e.g., JSCS Responsibility)
• Description: Define Responsibilities, Request Groups, and Security Rules

10 Define Responsibilities Define Checked
Responsibilities Responsibilities
20 Request Group Request Groups Define Request Checked
Groups
30 Flexfield YourInitials Define and Assign Checked
Security Flexfield Security Flex Security Rules
7. Save your work and click (B) 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.

Chapter
CLASSROOM
8. Click the New Record icon to create your Level 1 menu.
• Menu Name: YourInitials_TOP_SYSTEM_AUDITOR
• User Menu Name: YourInitials Top System Auditor
• Description: Custom System Auditor Menu


10 Users User Menu – System Define and Monitor Checked
Administrator GUI Users
20 Responsibilities YourInitials Define Checked
Responsibility (i.e., Your Responsibilities,
Level 2 Menu) Request Groups,
Security Rules
30 Personal Profile User View/Update Personal Checked
Profile Values Profile Options
40 Requests Standard Report Run and View Checked
Submission and View Requests, Define
report (privileged) 4.0 Request Sets
10. Save your work and click (B) 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.

Chapter
CLASSROOM
11. Click the (B) View Tree… to see your new menu in the Menu Viewer. Your menu tree
should appear similar to the example shown in the slide. Close the Menu Viewer when done.
Create your System Auditor Responsibility
responsibility.
13. Navigate to (N) Security > Responsibility > Define
14. Enter the appropriate data for your responsibility.
• Responsibility Name: YourInitials System Auditor

Chapter
CLASSROOM
• Responsibility Key: YourInitials_SYSTEM_AUDITOR (e.g.,

JSCS_SYSTEM_AUDITOR)
• Description: YourInitials System Auditor
• Effective Date: From: Today
• Effective Date: To: (leave blank)
• Available From: Oracle Applications (default)

• Data Group Name: Standard
• Menu: YourInitials Top System Auditor (i.e.,Your Level 1 Menu)
15. Save your work. Your work should look similar to the following.

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Create your System Auditor User
responsibility.
17. Navigate to (N) Security > User > Define
18. Enter the appropriate data for your user.
• User Name: YourInitials_SYSTEM_AUDITOR
• Password: WELCOME

• Description: System Auditor
• Responsibility: YourInitials System Auditor
20. 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.
21. Click on the Exit icon to open the login screen.

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22. Sign on again using your new login. You will be required to change your password. Note
your user name and password for future access.
23. From the home page, click on YourInitials System Auditor responsibility.
24. 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 create new Responsibilities and make changes to existing ones and the committee
has decided the auditor should have the ability to only view responsibilities. In this test process
you will do the following:
• Create a query-only version of the Responsibilities function

• Replace the Define Responsibilities function with this query-only function on 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
to keep your data unique.
• Function: YourInitials_FNDSCRSP (e.g., JSCS_FNDSCRSP)
• User Function Name: Your Initials View Responsibilities
• Description: View Responsibilities
• Type: Form
• Form: Define Responsibility
• Parameters: QUERY_ONLY=YES
Assign your Query-Only Function to your Existing System Auditor Menu
1. Query the YourInitials_RESPONSIBILITY menu in the Menu form. Replace the prompt,
function and description for Seq 10 Define Responsibilities.
Seq Prompt Function Description

Original 10 Define Responsibilities Responsibilities Define Responsibilities
YourInitials View
Replace with 10 View Responsibilities View Responsibilities
Responsibilities
2. 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: YourInitials_ FNDSCRSP (e.g., JSCS_FNDSCRSP)
− User Function Name: YourInitials View Responsibilities
− Description: View Responsibilities
Properties tab:
− Type: Form
− Maintenance Mode Support: None
− Context Dependence: Responsibility

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Form tab:
− Form: Define Responsibility
− Application: Application Object Library
− Parameters: QUERY_ONLY=YES

Assign your Query-Only Function to your Existing System Auditor Menu

responsibility.
6. Navigate to (N) Application > Menu.
7. Query the YourInitials_RESPONSIBILITY menu in the Menu form.
• Put the form in query mode by pressing F11 or by selecting (M) View > Query by
Example > Enter.
• Enter YourInitials_RESPONSIBILITY in the Menu Name field and execute your query
by pressing Ctrl-F11 or by selecting (M) View > Query by Example > Run.
8. Replace the prompt, function and description for Seq 10 Define Responsibilities.
Seq Prompt Function Description

Original 10 Define Responsibilities Responsibilities Define Responsibilities
YourInitials View
Replace with 10 View Responsibilities View Responsibilities
Responsibilities

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10. Exit the Personal Home Page and Oracle Applications.
11. Log in as YourInitials System Auditor.
12. Your menu should be similar to the example shown in the slide.
13. 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
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
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 and menus 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: YourInitials Assistant System Administrator
• Responsibility Key: YourInitials_ASST_SYSADMIN (e.g.,

JSCS_ASST_SYSADMIN)
• Description: Assistant System Administrator
• Available From: Oracle Applications
• Data Group: Standard
• Menu: Navigator Menu - System Administrator GUI
Exclude Functions from Menu
2. Modify access to certain menus and functions for your new Responsibility by excluding the
items below. Menu or Function Names to exclude:
• Function, Monitor Application Users

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• 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
listed below.
• User Name: YourInitials_ASSIST_SA (e.g., JSCS_ASSIST_SA)
• Description: YourInitials Assistant System Administrator
• Choose the Responsibility: YourInitials Assistant System Administrator (specify

security group "Standard")
4. Once you have defined it, sign off and back on using the new signon. Check that all the
specialized responsibilities and exclusions that you intended apply to this new user.
Add Responsibility to Existing User
5. Query your user (YourInitialsUser) 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 following data for your responsibility:

• Responsibility Name: YourInitials Assistant System Administrator
• Responsibility Key: YourInitials_ASST_SYSADMIN
• Description: Assistant System Administrator
• Available From: Oracle Applications
• Data Group: Standard
• Menu: Navigator Menu – System Administrator GUI
4. Save your work.
Exclude Functions from Menu
5. Navigate to the Menu Exclusions tab of the window.
6. 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.
Note: For each of the responsibilities shown below, ignore the Excluded Items and
Security Attributes tabbed regions.
• Function, Monitor Application Users
• Function, Responsibilities
• Function, Web Enabled PL/SQL
• Menu, NAVSECVAL4.0

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• 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

7. Click Save to save this responsibility.
8. Close the Responsibilities form.
Assign Responsibility to New User
9. Navigate to (N) Security > User > Define
10. Use the information listed below to create your new assistant system administrator user:
• User Name: YourInitials_ASSIST_SA (e.g., JSCS_ASSIST_SA).


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• Password: WELCOME (re-enter to verify).
• Responsibility: YourInitials Assistant System Administrator
11. Save your work.
12. Close the Users form.
13. Exit Oracle Applications and exit the home page.
14. Enter your new user name and password. You will be prompted to change your password.

15. From the home page, select YourInitials Assistant System Administrator responsibility.
16. Review the menu items for your new responsibility and verify the correct items appear.
Add Responsibility to Existing User
17. Navigate to the Users form (N) Security > User > Define.

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18. Put the form in query mode by pressing F11 or by selecting
(M) View > Query by Example > Enter.
19. Enter the user name you created in the Name field (i.e., YourInitialsUser) and execute your
query by pressing Ctrl-F11 or by selecting (M) View > Query by Example > Run.
20. Navigate to the Responsibilities tab.
21. Insert a new record by clicking the New icon on the toolbar, and select YourInitials
Assistant System Administrator.
22. 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 as the SYSADMIN user to access 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.
2. In the Objects page, perform a search for the object with the code
UMX_PERSON_OBJECT.
3. Click on the object name to view its details.
4. Navigate to the Object Instance Set subtab.
5. Click on the name “People in the Administrator’s own Organization” to view the details of
this object instance set.
6. Note the predicate. The SQL statement queries the set of users based upon the party
relationships defined in TCA (the organization).

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Guided Demonstration - Creating Role Categories
Login: sysadmin/sysadmin
1. (N) Role Categories > (B) Update
2. Select (B) Add Another Row 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.
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 equipment. 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
• Place this role in a role inheritance hierarchy
• Setup delegated Administration for the role
• Grant the User Maintenance UIs to the role
• Grant the appropriate permissions for the role so that assignees can perform specific
actions on the users they manage
• Create a registration process for the role so that users can request it via self service
• Log on as a user and request the role
Assumptions
• Some parts of Oracle User Management have already been implemented, including the
Partner Administrator and Security Administrator roles as well as the User Management
responsibility and several permissions.
• Oracle User Management ships with seeded roles including Partner Administrator,
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
Assign Security Administrator Role
Assign the Security Administrator Role to the “YourInitialsUser” to enable the User
Management responsibility for your user.
Create a Role Within a Desired Role Category
Create a customer administrator role called “YourInitials Course Administrator” within the
Security Administration Role Category.
Place 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
Assign the Security Administrator Role to Your User
Login: sysadmin/sysadmin
1. (N) User Management > Users
2. Search User Name: YourInitialsUser (e.g., JSCSUSER)

• Click (B) Go
• Select the Update icon
3. Click (B) Assign Roles
• Search by Roles and Responsibilities: Security
• Click (B) Go
• Select Security Administrator
• Click (B) Select
• Justification: Provide a justification (e.g., job requires role)

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4. Click (B) Apply to apply and save your work.
5. Logout as the sysadmin user.
6. Login as YourInitialsUsers (e.g., JSCSUSER), verify you have the User Management
responsibility
Create a Role within a Role Category
7. (N) Roles & Role Inheritance > (B) Create Role

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8. Enter the following information:
− Category: Security Administration
− Role Code: YourInitials_COURSE_ADMINISTRATOR
− Display Name: YourInitials Course Administrator
− Description: Duplicate of the Customer Administrator role for course purposes.
− Date From: Leave the default date
− Date To: Leave Blank
9. Click (B) Apply to save your work.
Place the Role in a Role Inheritance Hierarchy

10. Expand “All Roles, Responsibilities, and Groups” category.
11. Expand “Roles and Responsibilities” category.
12. Expand “Security Administration” category.
13. Select the Add Node icon on the “Partner Administrator” role.
14. Expand “Root Node”.
16. Quick select “YourInitials Course Administrator” role.
17. Expand “Partner Administrator” role.
18. Select the Add Node icon on “YourInitials Course Administrator” role beneath the “Partner
Administrator” role.
19. Enter “FND%UMX” into the Code field under the Search region, and then select (B) Go.
20. Quick select “User Management” role.
21. Verify “YourInitials 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 your course administrator role.
Business Scenario:

• Create a registration process for the role so users can make a self service request
Assumptions
• Some parts of Oracle User Management have already been implemented, including the
Partner Administrator and Security Administrator roles as well as the User Management
responsibility and several permissions.
• Oracle User Management ships with seeded roles including Partner Administrator,
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
Assigning the User Maintenance UIs to the Course Administrator Role
Grant User Maintenance UIs to “YourInitials Course Administrator” role.

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Solution – Assigning Permission Sets to the Role
1. (N) Roles & Role Inheritance.
2. In the Role Inheritance region, expand “Roles & Responsibilities” category.

4. Click the Update icon next to “YourInitials Course Administrator” role and then click (B)
Create Grant.
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 UIs”, and then click (B) Next.
7. Review your work
8. Click (B) Finish.
9. Click (B) OK to the confirmation message to acknowledge that the grant has been
successfully created.

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Practice - Setting Up Delegated Administration
Overview
In this practice, you will set up delegated administration for your course administrator role.
Business Scenario:

Tasks
Grant User Maintenance UIs to “YourInitials Course Administrator” role.

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Solution – Setting Up Delegated Administration
Responsibility: User Management Responsibility
1. (N) Roles & Role Inheritance
• In the Role Inheritance region, expand “Roles & Responsibilities” category.
• Expand “Security Administration” category.
2. Locate “YourInitials 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".
5. Verify User Administration tab is selected and click (B) Add More Rows.
6. In the Users field, select “People in the Administrator’s Own Organization”
7. In the Permissions field, select “All User Administration Privileges”
Defining Organization Administration for This Role
Define the Roles that can be managed by this role by performing the following:
8. Select Organization Administration tab and then click (B) Assign Organization Privileges.
9. Perform a wildcard search in the Search By Organization Privileges, select “View the
Administrator’s Own Organization”

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Defining Role Administration for This Role

Define the Roles that can be managed through this role by performing the following:
10. Select the Role Administration tab.
11. In the Available Roles area, search for “YourInitials Course Administrator” role and place it
in the Selected Roles area. Assignees of “YourInitials Course Administrator” role will be
able to grant “YourInitials Course Administrator” role to other users.
12. Optionally perform a wildcard search (e.g., %Support%) on Miscellaneous in the Type field.
Then select one or more roles from the search results, move them to the Select Roles area.
Following is an example:
13. Click (B) Apply. The assignee of “YourInitials Course Administrator” role will be able to
assign the selected roles to the users that he or she can manage.
14. Click (B) Apply.

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Practice - Testing Delegated Administration
Overview
In this practice, you will test delegated administration for your Course Administrator role.
Business Scenario:

• Create a registration process for the role so that users can self service request it
Tasks
Assigning the Course Administrator Role to a User
Query a user in the system and assign the user “YourInitials 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
6 bill_w_smith@yahoo.com Bill Smith Business World
7 sturakhi@bw.com Satish Turakhia Business World
8 skyzer@abccorp.com Stacey Kyzer ABC Corporation

Americas
9 lpetersent@ace.test.com Lydia Petersen Ace Communications
10 michaelzrobertson@yahoo.com Michael Robertson Business World
11 guest1_crm@hotmail.com Doug Jackson A.C. Networks
12 rabbott@visionhr.com Rachel Abbott PEL Consultants, LLP
13 jsnyder@cds.com John Snyder CDS, Inc.
14 swhaling@worldwidecomm.com Sean Whaling Worldwide

Communications
15 vtyagi@test.com Vishal Tyagi SmartBuy
Instructor Buddy.holly@test.com Bill Holly Big 4 Rental

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Assigning the Course Administrator Role to a User
1. (N) Users
2. In the Email field within the search area enter “<your assigned email address per list>” and
click (B) Go.

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 your Course
Administrator role.
4. Choose the “Enter Manually” 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’.
7. Click the Update icon next to the user and then click the (B) Assign Roles.
8. In the search window, search for “YourInitials Course Administrator” role. Select this role
and click (B) Select.
9. Enter a justification in the Justification filed and click (B) Apply. You will see a
confirmation message indicating you have successfully updated the role.
Logging on as the User to Whom the Course Administrator Role is Assigned and
Viewing that User’s Administrative Capabilities
10. Log out of the system and log on as your assigned user’s address by entering the following:
• User Name: your assigned email address (such as ‘jsnyder@cds.com’)

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• Password: welcome1
11. When prompted, reset the user’s password from “welcome1” to “welcome”.
12. You should be able to view and use the User Maintenance UIs upon logging in.
Observe: The Organization field is populated with the name of the organization to which
your user is associated. If your assigned user is associated with more than one organization,
you will see a drop-down allowing you to select which organization’s user you want to
manage. Following is an example of what you would see:

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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.
• Set up delegated Administration for the role
Tasks
Creating a Registration Process for Your Course Administrator Role
Create a registration process and tie it to “YourInitials Course Administrator” Role.

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Solution – Creating a Registration Process for the Role
Enter a Description of the Registration Process
1. Login: YourInitialsUser
2. (N) Registration Processes > (B) Create Registration Process
3. Enter the following information and then click (B) Next:

• Role: Search for “YourInitials Course Administrator” role
• Type: Additional Access (Self Service)
Note: the Registration Process Code, Display Name, and Description fields should be
populated automatically based on the selected role.
• Click (B) Next.
4. In the Notifications field, select “User Management: Additional Access Notification

workflow start” and click (B) Next.
5. When you choose to create a registration process for existing users, you can specify a
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.
You should see a confirmation message populated indicating the registration process has
been successfully created.

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CLASSROOM
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:

• Set up delegated Administration for the role
• Create a registration process for the role so that users can self service request it
Tasks
Testing the Registration Process for Your Course Administrator Role
Test the registration process tied to “YourInitials 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
8 ivyi@yahoo.com ivyi Ivy Hatfield World of Business
9 emoulds@businessworld.com emoulds Eric Moulds World of Business
10 david_alite@siliconpeak.com dalite David Alite Silicon Peak Technologies
11 RhondaSellers@spt.com rsellers Rhonda Sellers Silicon Peak Technologies
12 blam@spt.com benlam Ben Lam Silicon Peak Technologies
13 ama@spt.com ama Albert Ma Silicon Peak Technologies
Instructor: Peter Adams (show how to look up by name)
Log on as a User and Request Your Customer Administrator Role
1. (N) Users
2. Perform a search for “<your assigned email>” in the Email field and click (B) Go.

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3. Click the Reset Password icon next to the user’s name.
4. Select the “Enter Manually” radio button.
5. Reset the password as welcome1 and click (B) Submit.
6. Log on as that user, resetting the password to welcome.
7. Click the Preferences link at the top of the page, click Access Requests link (see example
below):

8. Click (B) Request Access.
9. Select the System Administration category, select “YourInitials Course Administrator” role,
click (B) Add to List (which is in the “Selected Roles” list in the right-hand panel) and then
click (B) Next.
10. Enter a justification for requesting this role, click (B) Next.
11. Click (B) Submit.
12. “YourInitials Course Administrator” role and the User Management responsibility should
both appear in the resulting window, because “YourInitials Course Administrator” role
inherits the User Management responsibility.

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CLASSROOM
Practice - Profile Options
Overview
The implementation committee wants you to test 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”. Set the value 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.
• Click the “Options…” button, and verify that the printer you selected for the Printer
profile option has defaulted in the Printer field.
• Submit your request.
• View your concurrent request.
• Take your request off hold.
• Cancel your request.
Examine your System Profile Options
6. Use the Find System Profile Values window to find “Currency:Negative Format” at the Site
level.
7. What is “Currency:Negative Format” for the Site? _______________
8. Use the Find System Profile Values window to find the “Flexfields:Shorthand Entry” profile
option at the Site and User level.
9. What is the default value at the Site level? _______________
10. At which levels can the System Administrator change the values? _______________

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Solution - Profile Options
Set your Personal Profile Options

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.
7. Navigate to the Submit Request screen (N) Requests > Run.
• Select the “Active Users” program.
• Click the “Options…” button and verify that the printer you selected for the “Printer”
profile option has defaulted in the Printer field.
• Submit your request.
8. Navigate to the View Requests window (N) Requests > View.
• Your request should show a status of “On Hold”.
• Take your request off hold by clicking the “Remove Hold” button.
• Cancel your request by clicking the “Cancel Request” button.
Examine your System Profile Options
9. Navigate to (N) Profile > System.

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10. Use the Find System Profile Values window to find “Currency:Negative Format” at the Site
level.
11. What is the current setting of “Currency:Negative Format” for the Site? _______________
12. Use the Find System Profile Values window to find the “Flexfields:Shorthand Entry” profile
option at the Site and User level.
13. What is the default value at the Site level? _______________
14. At which levels can the System Administrator change the values? _______________

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CLASSROOM
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.
2. Answer the following questions.
• Which concurrent programs were run in the last week? _______________________
• Which responsibilities and users were accessed in the last week? _______________
• Which forms were accessed in the last week? _______________________________
Monitor Users
3. Access the Monitor Users form, and practice monitoring users.
4. If you don’t see any users in your Monitor Users form, change the profile option “Sign-On
Audit Level” to “Form” at the user level. Then, sign on again to your user and recheck the
Monitor Users form.

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Solution - Auditing Resources
Run the Signon Audit Reports
1. Navigate to (N) Requests > Run.
2. Click (B) OK 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
• From Request Start Time: one week ago (use the format DD-MMM-YY)
7. Click (B) Yes to submit another request.
8. Select the “Signon Audit Responsibilities” report.
• Sort By: User Name
12. Select the “Signon Audit Forms” report.
• Sort By: Form Name
15. Click (B) No.
16. Navigate to (N) Requests > View.


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17. View each report, and answer the following questions:
• Which concurrent programs were run in the last week? _______________________
• Which responsibilities and users were accessed in the last week? _______________
• Which 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: Change the setting. 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.
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. Provide a description for the saved page. Click OK twice 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 Service Request (SR) # (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.
7. 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.
8. Navigate to the Other Information Collected tab. Select the "oam/node/nodeList" page and
click Delete to delete the page. The Hosts page will be deleted from the table.
9. Click the Restore Cart button.
10. From the Restore Cart Contents page, use the Browse… button to find and select your
previously-saved zip file. Click Restore.
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.

Chapter
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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 2 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.
Submit a Request to at Two-Minute Intervals
2. Submit the “Active Users” report to run at two-minute intervals from the completion of the
prior run.
Submit a Request to Run in One Week
3. Submit the “Reports and Sets by Responsibility” report to run one week from today.
Submit a Request to Run Every Day at 2pm for just One Week
4. Submit the “Work Shifts Report” to run every day at 2pm for the next one week.
View your Concurrent Requests
5. After you have submitted all of your concurrent requests, examine the status of your
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 (B) 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.
Note the Request ID displayed in the Decision window.

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Submit a Request to at 2 Minute Intervals
7. Select “Active Users” report from the list of values for the Name field.
• Click (B) Schedule….
• Select the Periodically radio button from the “Run the Job…” option group.
• Enter tomorrow’s date for the End At field.
• In the “Re-run every” fields, enter 2 and select Minute(s) from the list of values.
• 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.
• Click (B) OK.

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Submit a Request to Run in 1 Week
10. Select “Reports and Sets by Responsibility” report from the list of values for the Name field.
11. You will be prompted for parameters.

− Select “Application Object Library” from the Application list of values.
− Select “YourInitials Course Administrator” from the Responsibilities Name list of
values.
• Click (B) OK to close the Parameters window.

• Select the Once radio button from the “Run the Job…” option group.
• In the Run At field change the date to one week from today by using the popup calendar
or by typing in the date.
• Click (B) OK.
Submit a Request to Run Every Day at 2pm for just 1 Week
14. Select “Work Shifts Report” from the list of values for the Name field.
• Select the Periodically radio button from the “Run the Job…” option group.
• In the Start At field keep the current date, but change the time to 2:00 PM (14:00:00) by
using the popup calendar or by typing it in.
• In the End At field change the date to one week from today and the time to 2:00 PM
(14:00:00) by using the popup calendar or by typing it in.
• Click (B) OK.
16. Click (B) No to finish submitted requests.

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View your Concurrent Requests
17. (N) Requests > View.
18. Click (B) Find to view all your requests. Your form should look similar to the following.

19. Use the appropriate buttons on this form to perform each of the tasks.
• Find the “Active Responsibilities” request. The Phase should be Completed and the
Status should be Normal.
• Select a report with Phase Completed and Status Normal (for example, the Active
Responsibilities report). Click (B) Diagnostics. The Request Diagnostics window will
appear. Review the entries and click (B) OK to close the window.
• Select a report with Phase Completed and Status Normal (for example, the Active Users
report). Click (B) View Log…. The log file will appear in a separate browser window.
Review the entries for the log and close the browser window.
• Select a report with Phase Completed and Status Normal (for example, the Active Users
report). Click (B) View Output. The report will appear in a separate browser window.
Review the report and close the browser window.
Additional Tasks
20. Cancel the Active Users request.

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• Click (B) Refresh Data to verify that your display is current.
• Select the “Active Users” request that is Running.
• Click (B) Cancel Request.
• A Decision window will warn you: “Cancelling a request cannot be undone. Continue?”
• Click (B) Yes.
• The Phase will be updated to Completed and the Status will be set to Cancelled.
21. Put the “Reports and Sets by Responsibility” request on hold.

• Select the “Reports and Sets by Responsibility” request.
• Click (B) Hold Request. The Phase of the request will be updated to Inactive and the
Status will be set to On Hold.
• Click (B) Remove Hold to take the request off hold.
22. 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 (B) Apply.
• You will get a confirmation page indicating that your request for reprinting existing
output has been scheduled along with the Request ID information. Click (B) OK and
Close window.

Chapter
CLASSROOM
Practice - Request Groups
Overview
Up until this test process, the committee has not wanted you to handle 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 YourInitials Assistant System Administrator
(e.g., JSCS 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
to keep your data unique.
• Group Name: YourInitials Assistant SysAdmin Group
• Code: (leave blank)
• Description: YourInitials Assistant SysAdmin Group
• Requests:
Type Name Application

Application Application Object Library Application Object Library
Program Employee Listing Payables
Set Period End Payables
Assign your Request Group
2. Assign the new Request Group to YourInitials Assistant System Administrator

Responsibility.

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Test your Request Group
3. Verify your work by selecting YourInitials 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. Log in 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: YourInitials Assistant SysAdmin Group
• Code: (leave blank)
• Description: YourInitials Assistant SysAdmin Group
• Requests:
Type Name Applications

Application Application Object Library Application Object Library
Program Employee Listing Payables
Set Period End Payables

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5. Close the form.
Assign your Request Group.
6. (N) Responsibility > Define.
7. Query to find your YourInitials Assistant System Administrator responsibility. Choose your
request group from the list of values for the Request Group Name field.
8. Save your work.
Test your Request Group.
9. Exit and sign on again as your YourInitials Assistant System Administrator (e.g.,
JSCS_ASST_SYSADMIN)
11. Click (B) OK to accept the default “Single Request”.
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
• Group Name: YourInitials Journal Entries
• Code: YourInitialsJE (e.g., JSCSJE)
• Description: Journal Entries
• Requests:

Program AR: Journal Entries Report Receivables
Create a New Form Function
2. Create a new Form Function. Remember to put your initials at the front of your data entries
to keep your data unique. Accept default values unless otherwise specified.
Description tab:
− Function: YourInitials_FNDRSRUN_JOURNAL_ENTRIES
− User Function Name: YourInitials Journal Entries
− Description: Journal Entries

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Properties tab:
− Type: Form
Form tab:
− Form: Run Reports
− Parameters:
− Enter the following three parameters in the Parameter field and each of them
should be separated by a space
TITLE = “YourInitials Journal Entries”
REQUEST_GROUP_CODE = “YourInitialsJE”
REQUEST_GROUP_APPL_SHORT_NAME = “<your application short

name>”
Assign your Form Function to an Existing Menu
3. Query up your Level 1 custom menu, YourInitials_TOP_SYSTEM_AUDITOR
4. Add your function.

50 Journal Entries Report YourInitials Journal Entries Journal Entries Checked
Test your Coded Request Group
5. Test that your Coded Request Group works as expected.

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Solution - Coded Request Groups
Create your Coded Request Group
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 > Request
3. Create a new Coded Request Group.

• Group Name: YourInitials Journal Entries
• Code: YourInitialsJE (e.g., JSCSJE)
• Description: Journal Entries
• Requests:

Program AR: Journal Entries Report Receivables
5. Close the form.

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Create your New Form Function
6. (N) Application > Function.
7. Create a new Form Function by entering the following information:
• Description tab:
− Function: YourInitials_FNDRSRUN_JOURNAL_ENTRIES
− User Function Name: YourInitials Journal Entries
− Description: Journal Entries

• Properties tab:
− Type: Form
• Form tab:
− Form: Run Reports
− Parameters: Enter the following three parameters in the Parameter field and
each of them should be separated by a space:
TITLE = “YourInitials Journal Entries”
REQUEST_GROUP_CODE = “YourInitialsJE”
REQUEST_GROUP_APPL_SHORT_NAME = “<your application short
name>”

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Hint: You can use the Edit Field… icon to open an Editor window.

9. Close the form.
Assign a Form Function to an Existing Menu
10. (N) Application > Menu.
11. Query up your Level 1 custom menu, YourInitials_TOP_SYSTEM_AUDITOR
12. Add your function.

50 Journal Entries Report YourInitials Journal Entries Journal Entries Checked

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13. Save your work and click (B) OK to acknowledge note. Your work should look similar to
the following.

14. Close the form.
Test your Coded Request Group
15. Exit Oracle Applications and the Personal Homepage. Sign on again as the System Auditor
(i.e., YourInitials_SYSTEM_AUDITOR) to see your new function on the menu. Your
request group Journal Entries Report will appear on the Navigator for this responsibility.
16. (N) Journal Entries Report.
17. Click (B) OK to accept “Single Request.”
18. When the submit request form appears, note the window title – it will be the value entered
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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Chapter
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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 with shared parameters. They want you to use the Request Set
Wizard to create the Request Set with its associated programs, then modify the Request Set to
add Shared Parameters. Finally, you’ll need to test your Request Set.
Tasks

Create your Request Set Using Wizard
1. Create a new Request Set using the Wizard. Remember to put your initials at the front of
your data entries to keep your data unique.
• Set Name: YourInitials Assistant System Administrator
• Set Code: (will be assigned by Wizard)
• Owner: (will be assigned by the Wizard)
2. Accept all of the other default values.
3. Include the following programs in your request set: Users of a Responsibility, Reports and
Sets by Responsibility, and Report Group Responsibilities.
4. Setup Shared Parameters where appropriate.
Note: The Shared Parameter label simply enables you to set an initial default value for all
occurrences of the same parameter so you can avoid typing the same value for every
occurrence.
Test your Request Set
5. Test your Request Set by submitting it to run through concurrent processing.

Chapter
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Solution - Request Sets Using Wizard
Create your Request Set Using Wizard
1. Log in to Oracle Applications and select the System Administrator responsibility.
2. (N) Requests > Set.
3. Click (B) Request Set Wizard (DO NOT enter any other information – the Wizard will
prompt you for necessary information).

4. Accept the following default values:
• Run your set Sequentially.
• Click (B) Next (this will create three stages).
• Abort your set when the status of the stage ends in Error.
• Click (B) Next (this will link the stages).
5. Enter the following:
• Set Name: YourInitials Assistant System Administrator
6. Click (B) Next.
7. Accept the default “As Each Request in the Set Completes”.
8. Click (B) Next.
9. Select the following programs to be included in your set:
• Users of a Responsibility
• Reports and Sets by Responsibility
• Report Group Responsibilities
10. Click (B) Finish.

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11. Click (B) OK to acknowledge the note telling you that your request set has been created and
saved.
12. Verify the Owner field has the user name of the user you are currently logged in as.
13. The window should appear similar to the following example:

Set Up Shared Parameters
Review each request within the request set to identify which programs could share parameters.
Notice that Application Name and Responsibility name are parameters used in multiple requests.
14. Click (B) Define Stages.
• Verify Stage 10 is selected, click (B) Requests
• Click (B) Parameters, create the shared parameter values by typing them into the
Shared Parameter field.
Seq Prompt Shared Parameter

1 Application Name appl
2 Responsibility Name resp
15. Save your work.

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16. Close the Request Parameters window.
17. Select Stage 20, click (B) Requests
• Click (B) Parameters
Note: this time select the Parameter from the List of Values

2 Responsibility Name resp

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18. Save your work.
19. Close the Request Parameters window.
20. Select Stage 30, click (B) Requests.
• Click (B) Parameters.
Note: select the Parameter from the List of Values.

20 Report Name
30 Request Set Name

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21. Save your work.
22. Close the Request Set form.
Test your Request Set
23. Sign on as your YourInitials Assistant System Administrator.
25. Select the “Request Set” option.
26. Click the list of values icon for the Request Set field and select YourInitials Assistant
System Administrator.
27. Supply the required parameters by clicking in the Parameters field for each request. Verify
the Shared Parameters are being shared properly.
28. Submit your request set.

Chapter
CLASSROOM
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
• Name: YourInitials Dayshift
• From: 08:00
• To: 17:00
• From: Monday
• To: Friday
• Description: Dayshift 8:00 – 5:00
Define your Concurrent Manager
2. Create a new Concurrent Manager. Remember to put your initials at the front of your data
• Manager: YourInitials Specialized Manager
• Enabled: (Checked)
• Short Name: Your Initials_SPECIAL

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• Description: Concurrent Manager to run reports for YourInitials
• Type: Concurrent Manager
• Cache Size: 1
• Program 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 Processes Sleep Seconds
YourInitials Dayshift 3 60
Create Specialization Rules for your Concurrent Manager
4. Use the information below to define your specialization rules for your Concurrent Manager.
Include/Exclude Type Name

Include User YourInitialsUser
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.

Exclude User YourInitialsUser
Activate your Concurrent Manager
6. In the Administer Concurrent Managers window, scroll through the list of managers until
you find the manager you defined.
7. Select your manager.
8. Click the “Activate” button.
9. The status will update to Activating.
10. Go to the View Requests window to verify that your request to activate your manager
completes successfully.

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11. Go 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.
12. Go to the Administer Concurrent Managers window. Your concurrent manager will show
one request pending.
13. 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.

Chapter
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Solution - Administering Concurrent Managers
Define your Work Shifts
Responsibility = System Administrator

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: YourInitials Dayshift
• From: 08:00
• To: 17:00
• From: Monday
• To: Friday
• Description: Dayshift 8:00 – 5:00
5. Save your work. The window should appear similar to the example shown.
6. Close the form.
Define your Concurrent Manager
7. Navigate to (N) Concurrent > Manager > Define

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• Manager: YourInitials Specialized Manager
• Enabled: (Checked)
• Short Name: YourInitials_SPECIAL
• Description: Concurrent Manager to run reports for YourInitialsUser
• Type: Concurrent Manager
• Cache Size: 1

• Program Library: FNDLIBR
Assign your Work Shift to your Concurrent Manager
9. Click the (B) Work Shifts.
Workshift Processes Sleep Seconds

YourInitials Dayshift 3 60

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11. Close the Work Shifts window.
Create Specialization Rules for your Concurrent Manager
12. In the Concurrent Managers window, click (B) Specialization Rules.

Include User YourInitialsUser
14. Close the Specialization Rules window to return to the Concurrent Managers window.
15. From the Concurrent Managers window, query up the Standard Manager.

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16. Click (B) Specialization Rules.

Exclude User YourInitialsUser
17. Save your work.
18. Close the form.
Activate your Concurrent Manager
19. Navigate to the Administer Concurrent Managers window: (N) Concurrent > Manager >

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 (B) Activate.
21. The status will update to Activating. The window will appear similar to the example shown.
22. Go to the View Requests window (N) Requests > View to verify that your request to
activate your manager completes successfully.

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24. Click (B) OK to accept the default of “Single Request”.
25. In the Submit Request window choose the “Active Users” or “Active Responsibilities and
Users” report.
26. Click (B) Schedule.
• Choose Periodically.
• Leave the “Start At” time as the current time and enter five minutes from now for the
“End At” time.
• In the “Re-run every” field select 1 and Minute(s) to run the report once a minute for the

next five minutes.
27. Click (B) OK and then click (B) Submit.
28. Go to the Administer Concurrent Managers window (N) Concurrent > Manager >
Administer. Your concurrent manager may show one request pending.
Note: You may have to close and reopen the Administer Concurrent Managers window until
you “catch” your process running.
29. Click (B) Requests to view your request in the Concurrent Requests screen. Your form will
look similar to the following.
30. Close this window to return to the Administer Concurrent Managers window.
31. Click (B) Processes to view the Processes window.

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32. In the Concurrent Processes screen you see all the requests that have run in your specialized
manager, the Oracle Process ID that was used to run the request, and the UNIX Process ID
(in the System column).

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CLASSROOM
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.
8. Click the Submit button. A confirmation message appears. Click OK.
9. Select the Status Monitor tab to review the process status in the Status Monitor Web pages.
• In the Search region, enter the XX Vacation Proposal item type and the item key you
chose, and click Go.
• In the Results region, select your process and click the Activity History button to review
the process activities.
• Click the Status Diagram button to review the graphical diagram of the status of the
process.
10. Log off and log in again as the approver. You can use either a Workflow administrator
responsibility or Workflow user responsibility.
11. Click the Notifications link.
12. In the Worklist, select the subject line for the Vacation Proposal notification sent by your
process to open the notification message.
13. On the Notification Details page, approve or reject the proposal.

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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.

Chapter
CLASSROOM
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)
Team: 04
− Descriptive Flexfield Title: Conversion Rate Types
− Navigation Path: Setup > Currencies > Rates > Types
Team: 05
− Descriptive Flexfield Title: Define Budget Organization: Organization
− Navigation Path: Budgets > Define > Organization
Team: 06
− Descriptive Flexfield Title: Define Recurring Journal: Batch
− Navigation Path: Journals > Define > Recurring
Team: 07
− Descriptive Flexfield Title: Journal Categories
− Navigation Path: Setup > Journal > Categories
Team: 08
− Descriptive Flexfield Title: Journal Sources
− Navigation Path: Setup > Journal > Sources
Team: 09
− Descriptive Flexfield Title: Open and Close Periods
− Navigation Path: Setup > Open/Close

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Team: 10
− Descriptive Flexfield Title: Daily Rates
− Navigation Path: Setup > Currencies > Rates > Daily
Team: 11
− Descriptive Flexfield Title: Period Types
− Navigation Path: Setup > Financials > Calendars > Types
Team: 12
− Descriptive Flexfield Title: Summary Accounts
− Navigation Path: Setup > Accounts > Summary

Team: 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
− Navigation: Journals > Define > Recurring (Journal Entry region)
Team: 18
− Descriptive Flexfield Title: Define Recurring Journal: Line
− Navigation: Journals > Define > Recurring > Lines (B) (Line Description region)
Team: 19
− Descriptive Flexfield Title: Journal Authorization Limits
− Navigation: Setup > Employees > Limits
Team: 20
− Descriptive Flexfield Title: Mass Maintenance Requests
− Navigation: Setup > Other > Mass Maintenance

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Scenario
Descriptive flexfields use two types of segments: global and context-sensitive. In this practice,
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
following additional information about orders that have been held:
• 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.
Define three segments for the Global Data Elements context.
• 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.
• Define a segment named Why Held, with a prompt of Why. Assign the segment the
number 20, the column ATTRIBUTE2, and the value set YourInitials_WHY_HELD.
• 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.

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• Ensure all three segments are displayed and enabled. When you finish defining the
structure, freeze and compile your flexfield definition.
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 each of the independent value sets.
4. Define and enable the following values for the YourInitials_WHO_HELD value set.
Value Description
01 Helen Myers

02 Mien Chan
03 Michael Keller
04 Luis Galvez
5. Define and enable the following values for the YourInitials_WHY_HELD value set.
Value Description
FIR Further information required
MAR Manager authorization required
AJR Additional justification required
6. Define and enable the following values for the YourInitials_HOW_LONG_HELD value set.
Value Description
100 Less than one week
200 One week to one month
300 One month to one year
400 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.

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THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS 26 - Page 100ONLY. COPYING eKIT MATERIALS FROM THIS
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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.
4. Enter the information for the second value set in the following fields:
• Value Set Name: YourInitials_WHY_HELD
• Description: YourInitials Why Held Value Set
• Maximum Size: 3
5. Save your work.
6. Enter the information for the third value set in the following fields:
• Value Set Name: YourInitials_HOW_LONG_HELD
• Description: YourInitials How Long Held Value Set

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• Maximum Size: 3
7. Save your work.
8. (N) Application > Flexfield > Descriptive > Segments.
9. Query your descriptive flexfield.

10. In the Context Field region, ensure the Displayed check box is cleared.
11. In the Context Field Values region, select the Global Data Elements context and click (B)
Segments to navigate to the Segments Summary window.
12. Enter the following information for the three new segments:
Note: Be sure to save after each segment, you may need to click (B) OK to acknowledge the
Caution message before proceeding.
Window
Number Name Column Value Set Displayed Enabled
Prompt
10 Who Held Who ATTRIBUTE1 YourInitials_WHO_HELD Checked Checked
20 Why Held Why ATTRIBUTE2 YourInitials_WHY_HELD Checked Checked
30 How Long Length ATTRIBUTE3 YourInitials_HOW_LONG_HELD Checked Checked
13. Save your work.
14. Close the Segments Summary window to navigate back to the Descriptive Flexfield
Segments window.
15. Select the Freeze Flexfield Definition check box.
16. Click (B) Compile to compile the flexfield definition. Click (B) OK to each note about
submitting your request to generate the flexfield view.
Define your Values
17. (N) Application > Validation > Values.
18. In the Find window, select YourInitials_WHO_HELD value set and click (B) Find.
19. In the Values, Effective region of the Segment Values window, define the following values:

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Value Description Enabled
01 Helen Myers Checked
02 Mien Chan Checked
03 Michael Keller Checked
04 Luis Galvez Checked
20. Save your work.
21. In the Segment Values window, verify Value Set radio button is selected and your cursor is
in the header region, then query the YourInitials_WHY_HELD value set in the Name field.

22. In the Values, Effective region, define the following values:

FIR Further information required Checked
MAR Manager authorization required Checked
AJR Additional justification required Checked
23. Save your work.
in the header region, then query the YourInitials_HOW_LONG_HELD value set.

100 Less than one week Checked
200 One week to one month Checked
300 One month to one year Checked
400 More than one year Checked
26. Save your work and close the Segment Values window.
using the General Ledger Super User responsibility and test the results of your work. When
you are finished, exit without saving.

Chapter
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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
1. Use the Value Sets window to define three value sets as follows:
• Define an independent value set named YourInitials_WHO_REFER. Give the value set 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.
• Define a value set of validation type None named YourInitials_EMP_WEIGHT. Give

the value set a description, a format type of Number, a maximum size of 3, a precision of
0, a minimum value of 90, and a maximum value of 999.
structure for your descriptive flexfield. For the purposes of this practice, use the same
descriptive flexfield you worked on previously to enter your new structure. Unfreeze the
flexfield definition first in order to make changes to the structure.
3. Delete the segments that you defined previously, and define three new segments for the
Global Data Elements context.

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• 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

window to define the values associated with the independent value set.
5. Define and enable the following values for the YourInitials_WHO_REFER value set.
Value Description
100 President
200 Executive Vice President
300 Senior Vice President

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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.
• Value Set Name: YourInitials_EMP_HEIGHT
• Description: YourInitials Employee Height Value Set
• Format Type: Number
• Maximum Size: 4
• Precision: 2
• Validation Type: None
Note: You cannot enable security for a value set of validation type None.
5. Save your work.
• Value Set Name: YourInitials_EMP_WEIGHT
• Description: YourInitials Employee Weight Value Set

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• Format Type: Number
• Maximum Size: 3
• Precision: 0
• Min Value: 90
• Max Value: 700
• Validation Type: None
7. Save your work.

9. Query your descriptive flexfield in the Descriptive Flexfield Segments window.
10. Clear the Freeze Flexfield Definition check box and click (B) OK to acknowledge caution.
12. Delete the segments that you defined previously.
13. Save your work.
14. Enter the following information for the three new segments.
Window
Prompt
10 Who Referred Who ATTRIBUTE1 YourInitials_WHO_REFER Checked Checked
20 Height Height ATTRIBUTE2 YourInitials_EMP_HEIGHT Checked Checked
30 Weight Weight ATTRIBUTE3 YourInitials_EMP_WEIGHT Checked Checked
15. Save your work.
Segments window.
17. Select the Freeze Flexfield Definition check box. Click (B) OK to acknowledge Caution.

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Define your Values
20. In the Find window, select YourInitials_WHO_REFER value set and click (B) Find.

100 President Checked

200 Executive Vice President Checked
300 Senior Vice President Checked
22. Save your work and close the Segment Values window. Click (B) OK to acknowledge
message.

Chapter
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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
• 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
must be uppercase only, and enable non-hierarchical security for the value set.
• Define an independent value set named YourInitials_LOCATION. Give the value set a
must be uppercase only, and enable non-hierarchical security for the value set.
• Define a table-validated value set named YourInitials_PROJECT. Give the value set a
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
validation table. Assign the Value column the column name CUSTOMER_NUMBER, a
type of VarChar2, and a size of 30. Assign the Meaning column the column name
CUSTOMER_NAME, a type of VarChar2, and a size of 50.

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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. Define and enable another new context named No with the code No.
7. When you finish defining the structure, freeze and compile your flexfield definition.
Define your Values
9. Define and enable the following values for the YourInitials_SALES_REP value set.
Value Description
CLJ Charles L. Jefferson
AMR Ana M. Rodriguez
PAL Philippe A. Lebeau
10. Define and enable the following values for the YourInitials_LOCATION value set.
Value Description
NYC New York
MAD Madrid
PAR Paris

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Chapter
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Solution – Define a Descriptive Flexfield with a Context-Sensitive
Segment
1. (N) Application > Validation > Set
Value Set Name: YourInitials_SALES_REP

•
• Description: YourInitials Sales Rep Value Set
• Maximum Size: 3
• Uppercase Only: Selected
3. Save your work.
• Value Set Name: YourInitials_LOCATION
• Description: YourInitials Location Value Set
• Maximum Size: 3
5. Save your work.
• Value Set Name: YourInitials_PROJECT


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• Description: YourInitials Project Value Set
• Maximum Size: 30
• Validation Type: Table
7. Click (B) 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:
Name Type Size

Value CUSTOMER_NUMBER VarChar2 30
Meaning CUSTOMER_NAME VarChar2 50
10. Save your work and close the Value Set window.
13. Clear the Freeze Flexfield Definition check box, click (B) OK to acknowledge Caution
message.
14. In the Context Field region, enter information in the following fields:
• Prompt: Is this a project?
• Required: Selected
• Displayed: Selected
• Synchronize with Reference Field: Leave this field unchecked.

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17. Save your work.
18. Close the Segment Summary window to navigate back to the Descriptive Flexfield
Segments window.
19. In the Context Field Values region, enter the following information for the first context:
Code Name Description Enabled

Yes Yes Yes Checked
20. Click (B) Segments to navigate to the Segments Summary window.

21. Enter the following information for the segments:
Window
Prompt
10 Sales Rep Sales Rep ATTRIBUTE1 YourInitials_SALES_REP Checked Checked
20 Location Location ATTRIBUTE2 YourInitials_LOCATION Checked Checked
30 Project Project ATTRIBUTE3 YourInitials_PROJECT Checked Checked
22. Save your work.
Segments window.
24. In the Context Field Values region, enter the following information for the second context:
Code Name Description Enabled

No No No Checked
25. Save your work.
26. Select the Freeze Flexfield Definition check box. Click (B) OK to acknowledge Caution
message.
Define your Values
29. In the Find window, select YourInitials_SALES_REP value set and click (B) Find.

Chapter
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CLJ Charles L. Jefferson Checked
AMR Ana M. Rodriguez Checked
PAL Philippe A. Lebeau Checked
31. Save your work.
in the header region, then query the YourInitials_LOCATION value set in the Name field


NYC New York Checked
MAD Madrid Checked
PAR Paris Checked

Chapter
CLASSROOM
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.
• Define dependent values.
Tasks
1. Use the Value Sets window to define two value sets.
• Define an independent value set named YourInitials_COUNTRY. Give the value set a
must be uppercase only, and enable Non-Hierarchical Security and Longlist for the value
set.
• Define a dependent value set named YourInitials_REGION. Give the value set a
must be uppercase only, and enable Non-Hierarchical Security for the value set.
Associate the dependent value set with the independent value set
YourInitials_COUNTRY. Assign the dependent value set a dependent default value of
YourInitials, and give the default value a description.

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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.
Value Description
USA United States
CAN Canada
UK United Kingdom
6. Define and enable the following values in the YourInitials_REGION value set for the
independent value USA.
Value Description
OK Oklahoma
TX Texas
WI Wisconsin
independent value CAN.
Value Description
SAS Saskatchewan
BC British Columbia

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Value Description
YT Yukon Territory
independent value UK.
Value Description
WA Wales
SL Scotland
EN England

Test your Descriptive Flexfields

Chapter
CLASSROOM
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
3. Save your work.
• Value Set Name: YourInitials_REGION
• Description: YourInitials Region Value Set
• Maximum Size: 3
• Validation Type: Dependent
5. Click (B) Edit Information to navigate to the Dependent Value Set Information window.
6. In the Independent Value Set region, enter YourInitials_COUNTRY in the Name field.

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7. In the Dependent Default Value region, enter NA in the Value field and Not Specified in the
Description field.
8. Save your work and close the Value Sets window.
11. Clear the Freeze Flexfield Definition check box, click (B) OK to acknowledge Caution
message.

13. Enter the following information for the two new segments:
Window
Prompt
10 Country Code Country ATTRIBUTE4 YourInitials_COUNTRY Checked Checked
20 Region Code Region ATTRIBUTE5 YourInitials_REGION Checked Checked
14. Save your work.
15. Close the Segment Summary window to navigate back to the Descriptive Flexfield
Segments window.
message.
Define your Values
19. In the Find window, select YourInitials_COUNTRY value set and click (B) Find.

USA United States Checked

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CAN Canada Checked
UK United Kingdom Checked
21. Save your work.
in the header region, query with YourInitials_REGION in the Dependent Value Set field
field.
23. Define and enable the following values for the Independent Value USA.

OK Oklahoma Checked
TX Texas Checked
WI Wisconsin Checked
24. Save your work.
in the header region, use your down arrow to navigate to the Independent Value CAN.
26. Define and enable the following values for the Independent Value CAN.

SAS Saskatchewan Checked
BC British Columbia Checked
YT Yukon Territory Checked
27. Save your work
in the header region, use your down arrow to navigate to the Independent Value UK.
29. Define and enable the following values for the Independent Value UK.

WA Wales Checked
SL Scotland Checked
EN England Checked

Chapter
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Test your Descriptive Flexfields

Chapter
CLASSROOM
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.
Note: After saving your accounting flexfield structure, you may receive a message that the key
flexfield is not compiled. There is no need to take action. The flexfield will be compiled
automatically.
Tasks
1. Use the Value Sets window to define four value sets.
• Define an independent value set named YourInitials_CO. Give the value set a
Security for the value set. Specify that the values should be right-justified and zero-
filled.
• Define an independent value set named YourInitials_COST. Give the value set a
Security for the value set. Specify that the values should be right-justified and zero-
filled.
• Define an independent value set named YourInitials_ACCOUNT. Give the value set a
Security and Longlist for the value set. Specify that the values should be right-justified
and zero-filled.

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• Define an independent value set named YourInitials_FUTURE. Give the value set a
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
a display size of 4 and a description size of 30. Enable the Natural Account Segment
flexfield qualifier for the segment.
• Define a segment named RFU, with a prompt of Future Use. Assign the segment the
number 4, the column SEGMENT4, and the value set YourInitials_FUTURE. Ensure the
segment is displayed and enabled. Specify a default type of Constant and a default value
of 0000. Enable security for the segment. Give the segment a display size of 4 and a
description size of 30.
• When you finish defining the structure, freeze and compile your flexfield definition.
Define your Values

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4. Define and enable the following values for the YourInitials_CO value set.
Value Description
01 Red Co.
02 Orange Co.
03 Yellow Co.
04 Green Co.
05 Blue Co.
5. Define and enable the following values for the YourInitials_COST value set.

Value Description
000 Not Specified
100 Sales
200 Services
300 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 Description Account Type

1110 Cash Asset
1120 Cash Clearing Asset
2110 Accounts Payable Liability
3110 Salaries Liability
4110 Travel Expense Expense
7. Define and enable the following value for the YourInitials_FUTURE value set.
Value Description
0000 Not Specified
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.

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Responsibility: General Ledger Super User
8. (N) Setup > Financials > Accounting Setup Manager > Accounting Setups.
9. In the Accounting Setups window, click Create Accounting Setup.
10. 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
12. Click Next and Finish to save your accounting structure.
13. Click Define Accounting Options in the confirmation page.
14. In the Primary Ledger region, click the Update icon for Ledger Options.
15. Click Next to access the Update Ledger: Ledger Options window.
16. In the Year End Processing region, click the Search icon for the Retained Earnings Account
field to display the list of values. The Accounting Flexfield appears.
17. Enter values in the Accounting Flexfield to test your work.
18. Cancel your entries and exit without saving.

Chapter
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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
3. Save your work.
• Value Set Name: YourInitials_COST
• Description: YourInitials Cost Center Value Set
• Maximum Size: 3
5. Save your work.
• Value Set Name: YourInitials_ACCOUNT

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• Description: YourInitials Account Value Set
• List Type: Enable Long List of Values
• 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
• Maximum Size: 4
9. Save your work and close the Value Sets window.
10. (N) Application > Flexfield > Key > Segments.
11. Query the application General Ledger and the flexfield title Accounting Flexfield.
12. In the Structures region, insert a new record and enter the information for the flexfield
structure in the following fields:
• Code: YourInitials_COA
• Title: YourInitials Chart of Accounts
• Description: YourInitials Chart of Accounts

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• Enabled: Selected
• Segment Separator: Period (.)
• Cross-Validate Segments: Selected
• Allow Dynamic Inserts: Selected
13. Click (B) Segments to navigate to the Segments Summary window.
14. Enter the information for the first segment in the following fields:
• Number: 1

• Name: CO
• Window Prompt: Company
• Column: SEGMENT1
• Value Set: YourInitials_CO
15. Click (B) Open to navigate to the Segments window.
16. Enter the information for the first segment in the following fields:
• Security Enabled: Selected
• Display Size: 2
• Description Size: 30
17. Save your work.
18. Click (B) Flexfield Qualifiers to navigate to the Flexfield Qualifiers window.
19. Select the Enabled check box for the Balancing Segment flexfield qualifier.
20. Save your work.
21. Navigate back to the Segments Summary window.
22. Enter the information for the second segment in the following fields:
• Number: 2

Chapter
CLASSROOM
• Name: CC
• Window Prompt: Cost Center
• Value Set: YourInitials_COST

24. Enter the information for the second segment in the following fields:
• Display Size: 3
25. Save your work.
27. Select the Enabled check box for the Cost Center Segment flexfield qualifier.
28. Save your work.
30. Enter the information for the third segment in the following fields:
• Number: 3
• Name: ACCT
• Window Prompt: Account
• Value Set: YourInitials_ACCOUNT

Chapter
CLASSROOM
• Display Size: 4
33. Save your work.
35. Select the Enabled check box for the Natural Account Segment flexfield qualifier.

36. Save your work.
38. Enter the information for the fourth segment in the following fields:
• Number: 4
• Name: RFU
• Window Prompt: Future Use
• Value Set: YourInitials_FUTURE
40. Enter the information for the fourth segment in the following fields:
• Default Type: Constant
• Default Value: 0000
• Display Size: 4
41. Save your work and close the Segments window.

Chapter
CLASSROOM
42. Close the Segment Summary window to avigate back to the Key Flexfield Segments
window.
message.
44. 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

46. In the Find window, select Value Set and find the YourInitials_CO value set. Click (B)
Find.

01 Red Co. Checked
02 Orange Co. Checked
03 Yellow Co. Checked
04 Green Co. Checked
05 Blue Co. Checked
48. Save your work.
in the header region, then query the YourInitials_COST value set in the Name field.

000 Not Specified Checked
100 Sales Checked
200 Services Checked
300 Development Checked
51. Save your work.
in the header region, then query the YourInitials_ACCOUNT value set in the Name field.
53. Define the following values:

Chapter
CLASSROOM
Values, Effective Values, Hierarchy, Qualifiers
Value Description Enabled Account Type
1110 Cash Checked Asset
1120 Cash Clearing Checked Asset
2110 Accounts Payable Checked Liability
3110 Salaries Checked Liability
4110 Travel Expense Checked 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.
54. Save your work.
55. In the Segment Values window, select Value Set and find the YourInitials_FUTURE value
set. Click (B) Find.
56. In the Values, Effective region, define the following value:
Value Description
0000 Not Specified
57. Save your work and close the Value window. Click (B) OK to the note about submitting
your request to compile 4 value set hierarchies.
59. In the Accounting Setups window, click (B) Create Accounting Setup.
60. Click (B) Next to access the Create Accounting Setups: Define Accounting Representations
window.

− Name: YourInitials_COA
− Chart of Accounts: YourInitials Chart of Accounts

Chapter
CLASSROOM
− Accounting Calendar: Accounting (Year)
− Currency: USD
62. Click (B) Next and (B) Finish to save your accounting structure.
63. Click (B) Define Accounting Options in the confirmation page.
65. Click (B) Next to access the Update Ledger: Ledger Options window.


Chapter
CLASSROOM
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.
• Define the second security rule element to exclude the account 4110.
Assign your Security Rule
2. Use the Assign Security Rules window to assign your security rule to the General Ledger
Super User responsibility in the Oracle General Ledger application.
4. In the Accounting Setups window, search by Ledger YourInitials_COA, click Go
5. Select Update Accounting Options.

Chapter
CLASSROOM

Chapter
CLASSROOM
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: YourInitials_SR01 GL responsibility cannot use account 4110.
4. In the Security Rule Elements region, enter following information Security Rule Elements:
Type From To
Include 0000 zzzz
Exclude 4110 4110
5. Save your work.
Assign your Security Rule
6. Click (B) Assign.
7. In the Security Rules region of the Assign Security Rules window, enter information in the
following fields:
• Application: General Ledger
• Responsibility: General Ledger Super User
• Name: YourInitials_SR01
8. Save your work.

Chapter
CLASSROOM
10. In the Accounting Setups window, search by Ledger YourInitials_COA, click (B) Go.
11. Select Update Accounting Options icon.


Chapter
CLASSROOM
Practice - Cross-Validation Rules
Overview
Cross-validation rules enable you to restrict users from entering certain 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
2. Define two cross-validation rule elements.
• Define the first cross-validation rule element to include all the possible code
combinations, from lowest to highest.
• Define the second cross-validation rule element to exclude any code combinations
containing both the Orange Company and the Development cost center.
• After defining the cross-validation rule, recompile the flexfield structure definition.
4. In the Accounting Setups window, search by Ledger YourInitials_COA, click Go
5. Select Update Accounting Options.


Chapter
CLASSROOM

Chapter
CLASSROOM
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: YourInitials_CVR:01-The Orange company cannot use the

Development cost center.
• Error Segment: CO
Define your Cross-Validation Rule Elements
4. In the Cross-Validation Rule Elements region, enter the information:
Type From To
Include 00.000.0000.0000 zz.zzzz.zzzz.zzzz
Exclude 02.300.0000.0000 02.300.zzzz.zzzz
5. Save your work.
8. 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.

Chapter
CLASSROOM
10. In the Accounting Setups window, search by Ledger YourInitials_COA, click (B) Go.

11. Select Update Accounting Options icon.

Chapter
CLASSROOM
Practice - Shorthand Aliases
Overview
Shorthand 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 that you defined in the Define a Key Flexfield
lesson. Enable aliases for this structure, a maximum size of 15, and 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
partial combination 04...0000.

Chapter
CLASSROOM
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 your aliases:
Alias Template Alias Description

YourInitials _SA_1 03.100.1110.0000 Yellow Sales Cash
YourInitials _SA_2 04…0000 Green
5. Save your work.

Chapter
CLASSROOM
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:
WHERE CURRENT_EMPLOYEE_FLAG = ‘Y’
2. After defining your value set, use the Descriptive Flexfield Segments window to define the
3. 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
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.
4. Ensure the new segment is displayed and enabled. When you finish defining the structure,
freeze and compile your flexfield definition.
5. After defining your value set and segment, navigate to your descriptive flexfield and test the
results of your work. When you are finished, exit without saving.

Chapter
CLASSROOM
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
3. Click (B) Edit Information to navigate to the Validation Table Information window.
4. Use the lists of values in the Table Application to select Human Resources as the table
application type PER_ALL_PEOPLE_F as the table name.
5. In the Table Columns region, use the lists of values in the following fields:
Name Type Size

Value EMPLOYEE_NUMBER VarChar2 30
Meaning FULL_NAME VarChar2 240
6. In the Where/Order By field, enter
7. WHERE CURRENT_EMPLOYEE_FLAG = ‘Y’
8. Save your work.

Chapter
CLASSROOM
11. Clear the Freeze Flexfield Definition check box.
13. Keep the two segments you defined previously.
Window
Prompt
Employee Employee
30 ATTRIBUTE6 YourInitials_EMP_NUM Checked Checked
Number Number

15. Save your work.
16. Navigate back to the Descriptive Flexfield Segments window.
19. After defining your value set and segment, navigate to your descriptive flexfield using the
General Ledger Super User responsibility and test the results of your work. When you are
finished, exit without saving.

Chapter
CLASSROOM
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_NAME MANUFACTURER_DESCRIPTION MANUFACTURER_ID

Ford Ford 01
Nissan Nissan 02
Chevrolet Chevrolet 03
Chrysler Chrysler 04
CAR_MODELS
MODEL_NAME MODEL_DESCRIPTION MODEL_ID MANUFACTURER_ID

Mustang Mustang 011 01
Windstar Windstar 012 01
240SX 240SX 013 02
Altima Altima 014 02
Corvette Corvette 015 03
Camaro Camaro 016 03
Sebring Sebring 017 04
Concorde Concorde 018 04
CAR_COLORS
COLOR_NAME COLOR_DESCRIPTION COLOR_ID MODEL_ID MANUFACTURER_ID

Red Red 0101 011 01
Black Black 0102 011 01
Green Green 0103 011 01

Chapter
CLASSROOM
COLOR_NAME COLOR_DESCRIPTION COLOR_ID MODEL_ID MANUFACTURER_ID
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
Silver Silver 0110 014 02
Gold Gold 0111 014 02
Teal Teal 0112 014 02

Red Red 0114 015 03
Yellow Yellow 0115 015 03
Purple Purple 0116 016 03
Blue Blue 0117 016 03
Maroon Maroon 0119 017 04
White White 0122 018 04
Blue Blue 0123 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.

Chapter
CLASSROOM
Assign the Value column the column name MODEL_NAME, a type of Varchar2, and a
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,
a type of Number, and a size of 3. Specify the following Where/Order By clause:
WHERE MANUFACTURER_ID = :$FLEX$. YourInitials_MFG
• Define a table-validated value set named YourInitials_COLOR. Give the value set 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
size of 10. Assign the Meaning column the column name COLOR_DESCRIPTION, a
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:
WHERE MODEL_ID = :$FLEX$. YourInitials_MODEL

ORDER BY COLOR_NAME
descriptive flexfield that you worked on previously to enter your new structure. Unfreeze the
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.

Chapter
CLASSROOM
Solution – Cascading Dependencies with $FLEX$
• Value Set Name: YourInitials_MFG

• Description: YourInitials Car Manufacturers Value Set
• Security Type: Non-Hierarchical
3. Click Edit Information to navigate to the Validation Table Information window.
4. Enter CAR_MAKERS as the table name.
5. In the Table Columns region, enter the following information for the Value column:
Name Type Size

Value MANUFACTURER_NAME VarChar2 10
Meaning MANUFACTURER_DESCRIPTION VarChar2 30
ID MANUFACTURER_ID Number 2
6. Save your work.
• Value Set Name: YourInitials_MODEL
• Description: YourInitials Car Models Value Set

Chapter
CLASSROOM
9. Enter CAR_MODELS as the table name.
Name Type Size

Value MODEL_NAME VarChar2 10
Meaning MODEL_DESCRIPTION VarChar2 30
ID MODEL_ID Number 3

11. In the Where/Order By field, enter
WHERE MANUFACTURER_ID = :$FLEX$. YourInitials _MFG
12. Save your work.
• Value Set Name: YourInitials_COLOR
• Description: YourInitials Car Colors Value Set
15. Enter CAR_COLORS as the table name.
Name Type Size

Value COLOR_NAME VarChar2 10
Meaning COLOR_DESCRIPTION VarChar2 30
ID COLOR_ID Number 4
17. In the Where/Order By field, enter:

Chapter
CLASSROOM
WHERE MODEL_ID = :$FLEX$.YourInitials _MODEL
ORDER BY COLOR_NAME
18. Save your work.
21. Clear the Freeze Flexfield Definition check box.

22. Select the Global Data Elements context and click (B) Segments to navigate to the
Segments Summary window.
24. Save your work.
25. Enter the following information for the segments:
Note: Save after each segment.
Window
Prompt
10 Manufacturer Manufacturer ATTRIBUTE1 YourInitials_MFG Checked Checked
20 Model Model ATTRIBUTE2 YourInitials_MODEL Checked Checked
30 Color Color ATTRIBUTE3 YourInitials_COLOR Checked Checked
26. Save your work.
27. Navigate back to the Descriptive Flexfield Segments window.
30. After defining your value sets and segments, navigate to your descriptive flexfield using the
General Ledger Super User responsibility and test the results of your work. When you are
finished, exit without saving.

Chapter
CLASSROOM
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
YourInitialsUSER.
2. Select General Ledger Super User responsibility and navigate to (N) Journals > Enter.
3. 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.
4. In the Find Journals window, enter Payables in the Source field.
5. Click Find.

Chapter
CLASSROOM
6. In the Enter Journals window, choose Folder > Save As….
7. In the Save Folder window, enter the following:
• Folder: YourInitials Payables Journals
• Autoquery: Ask each time
• Public: enable check box
• Include query: enable check box
8. Click Show Query.

9. 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.
10. In the Save Folder window click OK.
11. In the Enter Journals window, the upper left corner next to the Folder icon is the name you
entered for your folder.
12. Click on the Folder icon to launch the Open Folder window.
Note: the other folders that are available for your selection. These appear because they are
defined as Public.
13. Click Cancel.
14. Click on the Folder Tools icon on the toolbar (the second icon from the right) to launch the
Folder Tools window palette. Move your cursor over each icon to view its function.

Chapter
CLASSROOM
15. 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.
16. 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.
17. 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.

18. Switch Responsibilities to your System Administrator responsibility.
19. (N) Application > Administer Folders.
20. In the Find Folders screen, select “Default folder assignments by user” and choose your user
name from list of values.

Chapter
CLASSROOM
21. Click Find.
22. In the Default Folders by User window, enter the following.
• Folder Set: GL_JE_BATCHES_HEADERS_V
• Folder: Your Initials Payables Journals
• Behavior Mode: No restrictions
23. Save your work.
24. (N) Profile > System.

Chapter
CLASSROOM
25. In the Find System Profile Values window enter the following.
• User: YourInitialsUser
• Profile: Folders: Allow Customization
26. Click Find.
27. Set the Profile Option to disallow modification by your user. In the System Profile Values
screen enter “No” as the User value for the profile option.

28. Save your work.
29. Switch Responsibilities back to your General Ledger Super User.
30. (N) Journals > Enter.
31. 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.
32. Click Yes.
33. Notice that the Journal Entries window opens with your folder displayed.
34. 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).
35. Click on the Folder menu and notice that the only enabled option is Open.

Chapter
CLASSROOM
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.
• Program: YourInitials Completed Concurrent Requests
• Short Name: YourInitials_CPCRQ
• Choose to Include Program Parameters when copying
• Choose to Include Program Incompatibilities when copying
Add your Concurrent Program to a Request Group
2. Add your concurrent program to your existing YourInitials Assistant SysAdmin request
group. Once you have added it to this group, it will have already been assigned to the Your
Initials Assistant System Administrator responsibility and to the YourInitials_Assist_SA
user.
Test your Concurrent Program
3. Sign-on as the YourInitials_Assist_SA user, and submit a concurrent request for your new
report.

Chapter
CLASSROOM
Solution - Incorporating Custom Programs
If necessary, log in to Oracle Applications and select the System Administrator responsibility.
Create your Concurrent Program Definition
1. Navigate to (N) Concurrent > Program > Define.
2. Query the Completed Concurrent Requests program.

3. Click the (B) Copy to…
4. In the Copy to window enter the following:
• Program: YourInitials Completed Concurrent Requests Report
• Short Name: YourInitials_CPCRQ (e.g., JSCS_CPCRQ)
• Choose to Include Program Parameters when copying
• Choose to Include Program Incompatibilities when copying
5. Click (B) OK to close the “Copy to …” window..
6. Save your work. Your completed form should appear similar to the example shown.

Chapter
CLASSROOM
7. Close the form.
Add your Concurrent Program to a Request Group
9. Navigate to (N) Security > Responsibility > Request.
10. Query your request group YourInitials Assistant SysAdmin Group.
11. Insert a new record and the Program YourInitials Completed Concurrent Requests.
12. Save your work. Your completed form should appear similar to the example shown.

Chapter
CLASSROOM
14. Close the form.
Test your Concurrent Program
15. Switch Responsibilities to or log in as the YourInitials_Assist_SA.
17. Click (B) OK to submit a single request.
18. Submit your new program and watch it complete successfully.

Chapter
CLASSROOM

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R12 System Administrator Fundamentals Table of Contents

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R12 System Administrator Fundamentals Table of Contents

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R12 System Administrator Fundamentals Table of Contents

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R12 System Administrator Fundamentals Table of Contents

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R12 System Administrator Fundamentals Table of Contents

Oracle University and Emak Academy use only

Copyright © Oracle Corporation, 2008. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

Oracle University and Emak Academy use only

Copyright © Oracle Corporation, 2008. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

Oracle University and Emak Academy use only

Copyright © Oracle Corporation, 2008. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

How This Course Is Organized

Oracle University and Emak Academy use only

Copyright © Oracle Corporation, 2008. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

Oracle University and Emak Academy use only

Copyright © Oracle Corporation, 2008. All rights reserved.

R12 System Administrator Fundamentals Table of Contents

Typographic Conventions Within Text

Convention Object or Term Example

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Lowercase, Filenames, where: role is the name of the role

Initial cap Trigger and Assign a When-Validate-Item trigger to

Italic Books, names of For more information on the subject see

Quotation marks Lesson module This subject is covered in Lesson 3,