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Web adi webcast_v3

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Web ADI

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Web adi webcast_v3

  1. 1. 1© Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  2. 2. 2 Future Advisor Webcasts Day, Date, 2004 time p.m. ET Teleconference Access: North America: xxxx International: xxxx Password: Advisor Upcoming live webcasts and recent recordings: © Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Teleconference Access: US & Canada: 877-600-6701 Toll Number: 706-758-8276 International Toll-Free: See DOC#1148600.1 Password: 85026037 Current Advisor Webcast Schedule – DOC#740966.1
  3. 3. 3© Copyright © 2013, Oracle and/or its affiliates. All rights reserved. The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Safe Harbor Statement
  4. 4. <Insert Picture Here> WEB ADI Excel Upload Rajesh P Principle Support Engineer, BDE / CoE Srinivas M Sr. Support Engineer, Global Human Resources
  5. 5. 5 Web ADI Integrators Load Data with Excel © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  6. 6. 6 Topics • Web ADI • Traditional Custom Import Process • Web ADI Custom Import Process • Web ADI Components • Creating a Custom Integrator • Examples • Other Options and Features © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  7. 7. 7 Web ADI History • Application Data Interchange • GLDI – GL specific • ADI – • Multiple versions • PC based application • Assets and GL • Concurrent request and reporting functionality • Web ADI • Completely web based • Only data export and load – no reporting • Many applications – ICM, HR (replaced ADE), GL, others • Extendable • New integrators • Custom Layouts © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  8. 8. 8 Web ADI – Basic User Process • Create a spreadsheet • From a form • From a menu option • Populate or change the spreadsheet • Upload to Oracle • Fix errors if needed © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  9. 9. 9 Create a Spreadsheet from a Form • Some forms have an export data function. • This exports to a spreadsheet using Web ADI. • Some additional pages ask for Excel version and format. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  10. 10. 10 Create a spreadsheet • A spreadsheet is created and populated from the screen. • Enter the new, desired information to upload. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  11. 11. 11 Upload from a spreadsheet • After new information is entered, select upload from the Oracle menu. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  12. 12. 12 Upload from a spreadsheet • After upload you see the success or failure of your data. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  13. 13. 13 Extendibility • Oracle seeds specific exports and loads. • The spreadsheet formats, called layouts, can be changed or additional ones can be added via setups. • Each data export or load (i.e. proposed salaries, GL journals) uses an integrator. • A programmer can create a new integrator with some simple setups and possibly a simple program. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  14. 14. 14 Traditional Custom Import Process • Create a flat file • Transfer flat file to DB server • Load into temp table • Custom program • Read temp table and loop through records • Call Oracle API • Mark temp table as to what is done/not done • Report on errors • Method to correct/clear errors © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  15. 15. 15 Traditional Custom Import Build Units • Transfer process • Unix script • Custom temporary table • Load control file • Custom program • Registered concurrent program © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  16. 16. 16 Web ADI Import Process • Create a flat file • Transfer flat file to DB server • Load into temp table • Custom program (may not be needed) • Read temp table and loop through records • Call Oracle API • Mark temp table as to what is done/not done • Report on errors • Method to correct/clear errors © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  17. 17. 17 Web ADI Custom Import Build Units • Transfer process • Unix script • Custom temporary table • Load control file • Custom program (maybe) • Registered concurrent program • Web ADI integrator setup • Web ADI layout setup © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  18. 18. 18 Web ADI Components Spreadsheet Oracle API Integrator (setups point to API) Data Tables Spreadsheet Integrator (setups point to custom API) Data Tables Custom API Oracle API Or, If the Oracle API input is too complicated…. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  19. 19. 19 Creating a Custom Integrator • Perform one-time Web ADI setup and some security setups. • Identify the Oracle provided API you will be using. This will be a procedure within a package. • hr_job_api.create_job • hr_position_api.create_position • Determine if you need a custom wrapper. You may need a custom wrapper if: • The API uses internal ids that would mean nothing to the user. i.e. organization_id or job_id. • The integrator needs logic like; if the record does not exist create it, otherwise update it. • The integrator needs to call multiple APIs like first create the entry and then create the entry values. • Write wrapper if you need it. • Set up the Integrator • Create the integrator • Create a function for the integrator • Add the function to your menu • Associate the function to the integrator • Define the layout(s) © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  20. 20. 20 Example 1: Create Jobs Integrator Purpose: Load Jobs for a one-time conversion to Oracle • Use API hr_job_api.create_job create_job (p_validate in boolean default false ,p_business_group_id in number ,p_date_from in date ,p_job_group_id in number ,p_segment1 in varchar2 default null ,p_segment2 in varchar2 default null ,p_segment3 in varchar2 default null ,p_attribute1 in varchar2 default null ,p_job_definition_id in out nocopy number ,p_name out nocopy varchar2 ) • Looking at the procedure definition, only a few parameters are required and most are meaningful to an analyst doing the conversion. • Not creating a wrapper. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  21. 21. 21 Example 1: Create the Integrator • Web ADI uses Web ADI spreadsheets to load integrator definitions. • Responsibility: Desktop Integration • Menu Option: Create Document • Select Integrator: HR Integrator Setup © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  22. 22. 22 HR Integrator Setup Spreadsheet • Use the spreadsheet to define an integrator. • Associates the integrator and the API © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  23. 23. 23 HR Integrator Function Setup • Create a form function in Application Developer responsibility. (copy one of Oracle’s) • Add it to your menu. • Use the spreadsheet created with HR Maintain Integrator Form Function Integration. • Associates the integrator and the function. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  24. 24. 24 HR Integrator What we’ve done so far • Create integrator name • Associate integrator with an API • Create a function, put on menu • Associate integrator with a function Next • Create a layout • Create a spreadsheet • Use it © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  25. 25. 25 HR Integrator Layout • Responsibility: Desktop Integration • Menu Option: Define Layout • Select your integrator © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  26. 26. 26 HR Integrator Layout - cont • Name your layout • Can have more than one layout for each integrator. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  27. 27. 27 NOW, THIS IS COOL! © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  28. 28. 28 HR Integrator Layout - cont • The parameters from the API (magically) appear. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  29. 29. 29 HR Integrator Layout – cont • Select which should appear in your spreadsheet and where (header or line). Add constants and defaults Specify what should appear as columns © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  30. 30. 30 Create a Spreadsheet • Responsibility: Desktop Integration • Menu Option: Create Document • Select Integrator: Your Integrator • Complete the information. • Upload the data. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  31. 31. 31 Example 2: Element Entries Integrator Purpose: Load Element Entries through a spreadsheet • Use multiple APIs • pay_element_entry_api.create_element_entry • pay_element_entry_api.update_element_entry • To call these we need to: • Decode element and input value names • Determine if the element already exsits • Need to create a wrapper. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  32. 32. 32 Create a Wrapper • Wrapper • Performs logic • Converts user data entered on the spreadsheet to the ids and formats needed by Oracle API • Employee number is converted to assignment id. • Element Name is converted to element link id. • Calls Oracle API • The wrapper becomes a new API • Create an integrator to use the wrapper Wrapper PROCEDURE dpl_create_element( p_effective_date in date ,p_employee_number in varchar2 ,p_element_name in varchar2 ,p_entry_type in varchar2 ,p_input_value_1 in varchar2 default null ,p_input_value_2 in varchar2 default null ,p_input_value_3 in varchar2 default null ,p_input_value_4 in varchar2 default null ,p_input_value_5 in varchar2 default null ,p_entry_value1 in varchar2 default null ,p_entry_value2 in varchar2 default null ,p_entry_value3 in varchar2 default null ,p_entry_value4 in varchar2 default null ,p_entry_value5 in varchar2 default null Oracle API pay_element_entry_api.create_element_entry ( p_effective_date => l_effective_date ,p_business_group_id => l_business_group_id ,p_assignment_id => l_assignment_id ,p_element_link_id => l_element_link_id ,p_entry_type => l_entry_type ,p_input_value_id1 => l_input_value_id1 ,p_input_value_id2 => l_input_value_id2 ,p_input_value_id3 => l_input_value_id3 ,p_input_value_id4 => l_input_value_id4 ,p_input_value_id5 => l_input_value_id5 ,p_entry_value1 => p_entry_value1 ,p_entry_value2 => p_entry_value2 ,p_entry_value3 => p_entry_value3 ,p_entry_value4 => p_entry_value4 ,p_entry_value5 => p_entry_value5 ,p_entry_value6 => p_entry_value6 Wrapper Calls Oracle APIs © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  33. 33. 33 Integrator for the Wrapper • Define the integrator to call your procedure (wrapper). • Perform other setups for function and menu. • Create layout. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  34. 34. 34 End Result • The spreadsheet columns are the wrapper parameters. • Complete the spreadsheet and perform the upload. • Integrator -> Wrapper -> Oracle APIs © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  35. 35. 35 Other Options Spreadsheet Custom Procedure Integrator Oracle Open Interface Table Oracle Open Interface Load Open Interface Tables Spreadsheet Custom Procedure Integrator Custom Interface Table Custom Interface Load Custom Interface Tables © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  36. 36. 36 Additional Features Integrators can be equipped to: • Export data from Oracle • Use lists of values • Error handling and Debugging WEB ADIs • Associate with Oracle forms – Tools/Export © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  37. 37. 37 Using List of Values… Creating Independent Value sets based on a View: Step #1 Create a View. Create or replace view XX_Yes_NO_v as select 'Y' Code, 'Yes' Description from dual union select 'N' Code, 'No' Description from dual Step # 2. Associate View to a Integrator Field: DECLARE BEGIN BNE_INTEGRATOR_UTILS.CREATE_TABLE_LOV (P_APPLICATION_ID => 275, -- P_INTERFACE_CODE => 'GENERAL_724_INTF', --'GENERAL_663_INTF', -- P_INTERFACE_COL_NAME => 'P_BILLABLE_FLAG', -- P_ID_COL => 'code', -- LOOKUP CODE UPLOADED -- P_MEAN_COL => 'code', -- Shown in sheet -- P_DESC_COL => 'description', P_TABLE => 'XX_Yes_NO_v', P_ADDL_W_C => 'code is not null', P_WINDOW_CAPTION => 'Load Types', P_WINDOW_WIDTH => 450, P_WINDOW_HEIGHT => 300, P_TABLE_BLOCK_SIZE => 10, P_TABLE_SORT_ORDER => 'yes,no', P_USER_ID => 2, P_POPLIST_FLAG => 'N' ); END; © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  38. 38. 38 Using List of Values… Creating Dependent Value sets based on a Java Code: Step #1 Create a View. /apps/comn/java/classes/oracle/apps/pa/webadi/utilities/ SQL Class Files - Ex: XXCitySql.class /apps/comn/java/classes/oracle/apps/pa/webadi/integrator/component/ Component Class Files - Ex: XXCityComponent.class /apps/comn/java/classes/oracle/apps/pa/webadi/integrator/validators/ Validator Class Files - Ex: XXCityValidator.class Step # 2. Associate Java File to a Integrator Field: DECLARE BEGIN BNE_INTEGRATOR_UTILS.CREATE_JAVA_LOV (P_APPLICATION_ID => 275, P_INTERFACE_CODE => 'GENERAL_723_INTF', P_INTERFACE_COL_NAME => 'CITY_NAME', P_JAVA_CLASS => 'oracle.apps.pa.webadi.integrator.component.XXCityComponent', P_WINDOW_CAPTION => 'Cities List', P_WINDOW_WIDTH => 450, P_WINDOW_HEIGHT => 300, P_TABLE_BLOCK_SIZE => 10, P_TABLE_COLUMNS => NULL, P_TABLE_SELECT_COLUMNS => NULL, P_TABLE_COLUMN_ALIAS => NULL, P_TABLE_HEADERS => NULL, P_TABLE_SORT_ORDER => 'yes,no', -- sortable by meaning, not description-- P_USER_ID => 2 ); END; © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  39. 39. 39 Debugging WEB ADI Integrators 1. Error handling in Wrapper PL/SQL Programs • raise_application_error (-20001, v_error_message); Or • FND_MESSAGE.CLEAR; • FND_MESSAGE.SET_NAME('BNE','WEBADI_ERROR'); • FND_MESSAGE.SET_TOKEN('MSG','Error'); • fnd_message.raise_error; 2. To Debug WEB ADI System Errors • 1. Set the following System Profile Options to enable Debug: • BNE Server Log Filename : bne.log • BNE Server Log Level : TRACE • BNE Server Log Path : /usr/tmp *** Set this Profile option at Site level only • 2. Bounce back Apache server. • 3. Reproduce the issue. • 4. Investigate the Logfile for the cause. • 5 Set the Log level to INFORMATION Macro Settings © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  40. 40. 40 Debugging Continued… 1. Functional Setup Test through BNE Admin Servlet • BNE Admin Servlet. http://<server_name>:<server_port>/oa_servlets/oracle.apps.bne.framework.BneAdminServlet • The servlet provides BNE Code Level, Java Version and Log Information. 2. A Basic QUICK Test Run this basic WebADI test to see if WebADI is functioning: 1. Make sure that to have the Oracle Web ADI Responsibility added to the sysadmin user. 2. Verify the Menu associated with the Oracle Web ADI responsibility is "Web ADI Menu (1)“ 3. Add the function such as “HR Integrator Setup”/ "Daily Rates Web-ADI Spreadsheet" to the "Web ADI Menu (1)" menu. 4. Check the concurrent request and verify that the menus recompiled successfully. 5. Logout and back in, then run this WebADI Test: Responsibility = Oracle Web ADI > Create Document > Viewer = Excel 2000 Next Integrator = HR Integrator Setup/ General Ledger - Daily Rates Next Continue to accept the defaults and click on Next until the document is created. Does this complete successfully? © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  41. 41. 41 WebADI Viewlets The following WebADI Viewlets are available to download from MOS for HR Integrator Setup. Patch 3196431 - Disabling integrators Patch 4125542 - Creating standalone integrators Patch 3196360 - Mail merge example Patch 3196357 - Upgrading ADE to Web ADI Patch 3196355 - Download example Patch 4125537 - Creating integrators Patch 4112747 - Associating Form Functions with integrators © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  42. 42. 42 Gotchas’ • Pop-up blocker can block Web ADI • Excel can not be open when you are creating a spreadsheet. • Macro security in Excel must be medium and VB must be allowed. • Error handling with Web ADI – look at seeded integrators for examples. • Protection on the Web ADI sheets is difficult. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  43. 43. 43 Macro Security Settings for Excel 2007 & 2010 with Oracle E-Business Suite • Perform the below steps for the E-Business Suite WebADI component to function properly in Excel 2007 & 2010: You need to change security option for Excel 2007 or Excel 2010 and IE. • 1. Go to Internet Explorer --> Tools --> Internet Options -->Security Tab-- >Custom Level and change "Initialize and script ActiveX control not marked as safe for scripting" to "Prompt" • 2. Go to Internet Explorer --> Tools --> Internet Options -->Security Tab-- >Custom Level and change "Allow status bar updates via script" to "Enable" • 3. Open Microsoft Excel --> Tools --> Macro-->Security --> Change Security Level to "Medium" • 4. Microsoft Excel --> Tools --> Macro-->Security --> Trusted Publishers Tab and turn on "Trust access to Visual Basic Project“ Now Logon to Oracle E-Business Suite --> Oracle Web ADI Responsibility and try to create document using "Create Document" option. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  44. 44. 44 Notes of Interest • 360105.1 – Understanding and Using Web ADI in Oracle HRMS - Includes ‘A Step by Step Guide to Creating HRMS Integrators’ • 228527.1 - "Web ADI for Oracle HRMS Implementation and Configuration Information" • Web ADI Implementation Guide - bne115ig.pdf • Web ADI User Guide - bne115ug.pdf • Installing, Configuring and Troubleshooting Web AD [ID 417692.1 ] • Application Desktop Integrator (ADI) - FAQ [ID 106667.1] • How To Install The Base ADI and Rollup Patches On A User PC? [ID 821153.1] • What Patches Should be Applied for Installing WEB ADI [ID 197199.1] • Web ADI Tips for Troubleshooting [ID 390476.1] • Note: 144270.1 - How to Find ADI (Applications Desktop Integrator) Patches on My Oracle Support? • Note: 184090.1 - How to Find and Download the Latest Applications Desktop Integrator (ADI) Patches via Metalink © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  45. 45. 45 Notes of Interest.. Contd.. • Note: 382973.1 - How to Get the Latest Version of ADI Patches From Metalink • How to Find the Latest Version of the Application Desktop Integrator (ADI) [ID 164232.1] • To find-out the version of 'Web ADI' , there are two methods • Method : 1 • • +. Login to Oracle E-business Suite and using 'Web ADI' , create a Document. • +. When Excel is launched with the created Document, a Menu is created on the Toolbar in Excel called Oracle (in between Data and Window). • +. From the Oracle menu select "About". A pop up window is displayed with the version of 'Web ADI' (something like 8.x.x.x) • • Method : 2 • • +. Login into E-business Suite as System Administrator • +. Once the Home Page is up, paste the URL below into the same Browser window (replace hostname,domain and portnumber as applicable) • BNE ADMIN Servlet for 11i • http://hostname:portnumber/oa_servlets/oracle.apps.bne.framework.BneAdminServlet • • BNE ADMIN Servlet for 12 • http://hostname:portnumber/OA_HTML/BneAdminServlet © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  46. 46. 46 Clearing the OA Framework Cache • Responsibility: Functional Administrator • Navigation Path: Core Services => Caching Framework => Global Configuration => Clear All Cache • ML Note: How To Clear The Cache Using Functional Administrator? 759038.1 • WARNING: Clearing the OA Framework cache in a PRODUCTION instance can cause data issues if multiple users are engaged and transacting data in the application at the time cache is cleared. Please only utilize this in Production if advised by Oracle Support Services or Oracle Development. © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  47. 47. 47 Clearing the Web ADI Cache • Sometimes after creating an Integrator it is not available in the Create Document menu option • ML Note: 799646.1 ‘Integrator Not Available In Create Document List After Form Function Association’ • Enter the following URL into your browser: http://<server>:<port>/OA_HTML/BneAdminServlet?bne:action=cache-clear • Then press the back button to get back to the Navigator page and continue working © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  48. 48. 48 Summary • Custom Web ADI allow you to create Excel extracts easily • Custom Web ADI also allows you to simplify the steps for data uploads to the E-Business Suite • Realize that this is a fairly new tool and undergoing many enhancements on a frequent basis • It might be a little rough around the edges and the documentation might be a bit on the light side • I will be updating this presentation as I continue work on this for my client and prepare for presenting it at Collaborate’11 © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  49. 49. 49 Are You Ready To Get Proactive? Avoid the unexpected Don’t leave value on the table Lower overall organizational costs through preventative maintenance Reduce risks and maximize uptime Achieve resolution faster Streamline and simplify your daily operations Get even more through connectionDiscover more about Get Proactive https://support.oracle.com/CSP/main/article?cmd=show &type=ATT&id=1385165.1:DISCOVER ACT Get Proactive Access proactive capabilities available for your products by visiting the product pages at My Oracle Support; Article ID 432.1 Contact the Get Proactive team today for help getting started get-proactive_ww@oracle.com © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  50. 50. Attention: New Portal with same DocID Schedule 740966.1 Generic Advisor Webcast Note 740966.1 Archive 740964.1
  51. 51. 51 select your product: e.g. Oracle Database © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
  52. 52. 52 ArchivesSchedule © Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
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  54. 54. 54© Copyright © 2013, Oracle and/or its affiliates. All rights reserved. THANK YOU

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