Oracle Apps System Admin Student Guide3

Student Guide Volume 3
D49195GC10
Edition 1.0
October 2008
D56577
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R12 System Administrator

Fundamentals
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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
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Table of Contents
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
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS CLASSROOM
ONLY. COPYING eKIT MATERIALS FROM THIS
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 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
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
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
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
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
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
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
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
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
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
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
Summary........................................................................................................................................................14-32
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
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
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
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 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
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
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
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
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
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
xiii
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

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
Part Number
B31451
B31453
B31454
B31431
Additional Publications
System release bulletins
Installation and users guides
read.me files
International Oracle Users Group (IOUG) articles
Oracle Magazine
xvii
Oracle Publications
Title
Oracle Applications System Administrators Guide Security
Oracle Applications System Administrators Guide Configuration
Oracle Applications System Administrators Guide Maintenance
Oracle Workflow Administrators Guide
Typographic Conventions
What follows are two lists of typographical conventions that are used specifically within text
or within code.
Convention
Uppercase
Object or Term
Commands,
functions,
column names,
table names,
PL/SQL objects,
schemas
Example
Use the SELECT command to view
information stored in the LAST_NAME
column of the EMPLOYEES table.
Lowercase,
italic
Filenames,
syntax variables,
usernames,
passwords
where: role
Initial cap
Trigger and
button names
Assign a When-Validate-Item trigger to

the ORD block.
is the name of the role

to be created.
Choose Cancel.
Italic
Quotation marks
Books, names of
courses and
manuals, and
emphasized
words or phrases
Lesson module
titles referenced
within a course
For more information on the subject see

Oracle SQL Reference
Manual
Do not save changes to the database.
This subject is covered in Lesson 3,
Working with Objects.
xviii
Typographic Conventions Within Text
Typographic Conventions in Code
Convention
Uppercase
Object or Term Example

Commands,
SELECT employee_id
functions
FROM employees;
Lowercase,
italic
Syntax variables CREATE ROLE role;
Initial cap
Forms triggers
Form module: ORD

Trigger level: S_ITEM.QUANTITY
item
Trigger name: When-Validate-Item
. . .
Lowercase
Column names,
table names,
filenames,
PL/SQL objects
. . .
OG_ACTIVATE_LAYER
(OG_GET_LAYER ('prod_pie_layer'))
. . .
SELECT last_name
FROM
employees;
Bold
Text that must

be entered by a
user
CREATE USER scott

IDENTIFIED BY tiger;
xix
Typographic Conventions Within Code

xx
Chapter 26
Guided Demonstrations and Practices
Chapter
26 - Page 1 ONLY. COPYING eKIT MATERIALS FROM THIS
THESE eKIT MATERIALS ARE FOR YOUR USE IN THIS
CLASSROOM
Guided Demonstrations and

Practices

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.
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
Your task is to create an Application user that you will utilize over the course of your testing.
3.
Functional Administrator
Functional Developer
General Ledger Super User
Accept the defaults for all other fields. Use the Security Group "Standard" for a
responsibility if none defaults in.
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
Test your User
Solution - Users
Create the User
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
Responsibility: System Administrator
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
Assign Responsibilities
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
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
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.
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
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

2.
your data unique.
Menu Name: YourInitials_RESPONSIBILITY (e.g., JSCS_RESPONSIBILITY)
Chapter
CLASSROOM
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.
User Menu Name: YourInitials Responsibility (e.g., JSCS Responsibility)
Menu Type: Standard
Description: Define Responsibilities, Request Groups, and Security Rules

Seq
Prompt
10
Submenu
Function
Description
Grant
Define
Responsibilities
Responsibilities
Define
Responsibilities
Checked
20
Request Group
Request Groups
Define Request
Groups
Checked
30
Flexfield
Security
Define and Assign

Flex Security Rules
Checked
YourInitials
Flexfield Security

3.
4.
your data unique.
Menu Name: YourInitials_TOP_SYSTEM_AUDITOR
User Menu Name: YourInitials Top System Auditor
Menu Type: Standard
Description: Custom System Auditor Menu

Seq
Prompt
Submenu
Description
Grant
10
Users
User Menu System

Administrator GUI
Define and Monitor Users
Checked
20
Responsibilities
30
Personal Profile
Profile User Values
View/Update Personal Profile

Options
Checked
40
Requests
Standard Report
Submission and View
report (privileged) 4.0
Run and View Requests, Define

Request Sets
Checked
Define Responsibilities, Request

YourInitials
Responsibility (i.e., Your
Groups, Security Rules
Level 2 Menu)
Checked
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.
7.
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")
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.
4.
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
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.
6.
7.
Menu Name: YourInitials_RESPONSIBILITY (e.g., JSCS_RESPONSIBILITY)
User Menu Name: YourInitials Responsibility (e.g., JSCS Responsibility)
Menu Type: Standard
Description: Define Responsibilities, Request Groups, and Security Rules

Seq
Prompt
10
Submenu
Function
Description
Grant
Define
Responsibilities
Responsibilities
Define
Responsibilities
Checked
20
Request Group
Request Groups
Define Request
Groups
Checked
30
Flexfield
Security
Define and Assign

Flex Security Rules
Checked
YourInitials
Flexfield Security
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.
9.
Menu Name: YourInitials_TOP_SYSTEM_AUDITOR
User Menu Name: YourInitials Top System Auditor
Description: Custom System Auditor Menu
Menu Type: Standard

Seq
Prompt
Submenu
10
Users
20
Responsibilities
30
Personal
Profile
40
Requests
Function
Description
Grant
User Menu System

Administrator GUI
Define and Monitor

Users
Checked
YourInitials
Responsibility (i.e., Your
Level 2 Menu)
Define
Responsibilities,
Request Groups,
Security Rules
Checked
Profile User View/Update Personal Checked

Values
Profile Options
Standard Report
Submission and View
report (privileged) 4.0
Run and View

Requests, Define
Request Sets
Checked
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
Create your System Auditor Responsibility

12. If necessary, log in to Oracle Applications and select the System Administrator
responsibility.
13. Navigate to (N) Security > Responsibility > Define
14. Enter the appropriate data for your responsibility.
Responsibility Name: YourInitials System Auditor

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.
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.
Chapter
CLASSROOM
Create your System Auditor User

16. If necessary, log in to Oracle Applications and select the System Administrator
responsibility.
17. Navigate to (N) Security > User > Define
User Name: YourInitials_SYSTEM_AUDITOR
Password: WELCOME
Description: System Auditor
Responsibility: YourInitials System Auditor
19. Save your work. Your work should look similar to the following.
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.
Chapter
CLASSROOM
18. Enter the appropriate data for your user.
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.
Chapter
CLASSROOM
Practice - Query-Only Forms

Overview
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.
2.
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
Replace with
10
View Responsibilities
YourInitials View
Responsibilities
Log in as your System Auditor and test your query-only form.

Chapter
CLASSROOM
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:
Solution - Query-Only Forms

Create your Query-Only Function
1.

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
Chapter
CLASSROOM
Form tab:
Form: Define Responsibility
Parameters: QUERY_ONLY=YES
Save your work. Your work should look similar to the following.
Assign your Query-Only Function to your Existing System Auditor Menu

5.

responsibility.
6.
Navigate to (N) Application > Menu.
7.
Query the YourInitials_RESPONSIBILITY menu in the Menu form.
8.
9.
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.
Replace the prompt, function and description for Seq 10 Define Responsibilities.
Seq
Prompt
Function
Description
Original
10
Responsibilities
Replace with
10
YourInitials View
Responsibilities
Chapter
CLASSROOM
4.
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.

Chapter
CLASSROOM
10. Exit the Personal Home Page and Oracle Applications.
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.
Chapter
CLASSROOM
Practice - Responsibilities
Overview
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

Chapter
CLASSROOM
The committee wants you to test creating a special, limited responsibility for an assistant System
Administrator. The steps are as follows:
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.
4.
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")
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.
Chapter
CLASSROOM
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:
4.
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
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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CLASSROOM
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).

Chapter
CLASSROOM
Password: WELCOME (re-enter to verify).
Responsibility: YourInitials Assistant System Administrator
11. Save your work.

12. Close the Users form.
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.
Chapter
CLASSROOM
13. Exit Oracle Applications and exit the home page.
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.
Chapter
CLASSROOM
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.
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 Administrators 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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CLASSROOM
1. Navigate to the function Roles & Role Inheritance.
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.
Chapter
CLASSROOM
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.
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 companys 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.
Chapter
CLASSROOM
Business Scenario:
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
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.
Chapter
CLASSROOM
Create a customer administrator role called YourInitials Course Administrator within the
Security Administration Role Category.
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)
3.
Click (B) Go
Select the Update icon
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)
Chapter
CLASSROOM
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

Chapter
CLASSROOM
4.
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.
15. Expand Security Administration category.
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.
Chapter
CLASSROOM
8.

Chapter
CLASSROOM
Practice - Assigning Permission Sets to the Role

Overview
In this practice, you will assign permission sets to your course administrator role.
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.
Chapter
CLASSROOM
Business Scenario:
Tasks
Assigning the User Maintenance UIs to the Course Administrator Role
Grant User Maintenance UIs to YourInitials Course Administrator role.
Chapter
CLASSROOM
Solution Assigning Permission Sets to the Role

1.
(N) Roles & Role Inheritance.
2.
In the Role Inheritance region, expand Roles & Responsibilities category.
3.
Expand Security Administration category.
4.
Click the Update icon next to 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.
Chapter
CLASSROOM
Practice - Setting Up Delegated Administration

Overview
In this practice, you will set up delegated administration for your course administrator role.
Tasks
Grant User Maintenance UIs to YourInitials Course Administrator role.
Chapter
CLASSROOM
Business Scenario:
Solution Setting Up Delegated Administration

Responsibility: User Management Responsibility
2.
(N) Roles & Role Inheritance
In the Role Inheritance region, expand Roles & Responsibilities category.
Expand Security Administration category.
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 Administrators 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
Administrators Own Organization
Chapter
CLASSROOM
1.
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.
Chapter
CLASSROOM
Defining Role Administration for This Role
Practice - Testing Delegated Administration

Overview
In this practice, you will test delegated administration for your Course Administrator role.
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 users administrative capabilities.
Chapter
CLASSROOM
Business Scenario:
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.
Account Email
Name
Company
betty.lewis@hilmanassoc.com
Betty Lewis
Hilman and Associates
hwolfschmidt@hilmanassoc.com
Hilda Wolfschmidt
ely.alter@test.com
Ely Alter
A.C. Network
ckim@acnetworks.com
Carlo Kim
A.C. Network
jimjohnson_bworld@yahoo.com
Jim Johnson
Business World
bill_w_smith@yahoo.com
Bill Smith
Business World
sturakhi@bw.com
Satish Turakhia
Business World
skyzer@abccorp.com
Stacey Kyzer
ABC Corporation
Americas
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
Buddy.holly@test.com
Bill Holly
Big 4 Rental
Instructor
Chapter
CLASSROOM
Number
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 users 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 users 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 Users Administrative Capabilities
10. Log out of the system and log on as your assigned users address by entering the following:
User Name: your assigned email address (such as jsnyder@cds.com)

Chapter
CLASSROOM
Password: welcome1
11. When prompted, reset the users 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 organizations user you want to
manage. Following is an example of what you would see:
Chapter
CLASSROOM
Practice - Creating a Registration Process for the Role

Overview
In this practice, you will create a registration process for the Customer Administrator role.
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.
Chapter
CLASSROOM
Business Scenario:
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.
Chapter
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.
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.
Chapter
CLASSROOM
Business Scenario:
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.
Account Email
Username
Name
Company
aking@bw.com
aking
Albert King
Business World
jmiller_bw_us@yahoo.com
jmiller
Jay Miller
Business World
alec.stewart@bw.com
astewart
Alec Stewart
Business World
rwang@bw.com
rwang
Robert Wang
Business World
msinisi@bw.com
msinisi
Mary Sinisi
Business World
hharris@yahoo.com
hharris
Hilda Harris
efrench@email.com
efrench
Eric French
Ace Communications
ivyi@yahoo.com
ivyi
Ivy Hatfield
World of Business
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
12
blam@spt.com
benlam
Ben Lam
13
ama@spt.com
ama
Albert Ma
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.
Chapter
CLASSROOM
No.
Click the Reset Password icon next to the users 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.
Chapter
CLASSROOM
3.
Practice - Profile Options

Overview
The implementation committee wants you to test setting several personal profile options, and to
examine several system profile options.
Tasks
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? _______________
Chapter
CLASSROOM
Set your Personal Profile Options
Solution - Profile Options

Set your Personal Profile Options
1.

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.
8.
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.
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.

Chapter
CLASSROOM
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? _______________
Chapter
CLASSROOM
Practice - Auditing Resources

Overview
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 dont 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.
Chapter
CLASSROOM
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.
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)
6.
Click (B) Submit.
7.
Click (B) Yes to submit another request.
8.
Select the Signon Audit Responsibilities report.
9.
Enter the following in the Parameters window:
Sort By: User Name

11. Click (B) Yes to submit another request.
12. Select the Signon Audit Forms report.
13. Enter the following in the Parameters window:
Sort By: Form Name

15. Click (B) No.
16. Navigate to (N) Requests > View.
Chapter
CLASSROOM
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
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.
Chapter
CLASSROOM
18. Navigate to (N) Security > User > Monitor.
Guided Demonstration - Support Cart

Responsibility: System Administration
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
CLASSROOM
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.
Practice - Scheduling Requests

Overview
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.
Chapter
CLASSROOM
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.
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.
5.
Click (B) Submit.

Note the Request ID displayed in the Decision window.
6.
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CLASSROOM
Submit a Request to at 2 Minute Intervals
8.
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 tomorrows 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.
Click (B) Submit.

9.
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CLASSROOM
7.
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.
Click (B) OK to close the Parameters window.
Click (B) Schedule.
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.

13. Click (B) Yes to submit another request.
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.
Click (B) Schedule.
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.
Chapter
CLASSROOM
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.
View your Concurrent Requests

17. (N) Requests > View.
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.
Chapter
CLASSROOM
18. Click (B) Find to view all your requests. Your form should look similar to the following.
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
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
Program
Employee Listing
Payables
Set
Period End
Payables
Assign your Request Group

2.
Assign the new Request Group to YourInitials Assistant System Administrator

Responsibility.
Chapter
CLASSROOM
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.
Test your Request Group

Verify your work by selecting YourInitials Assistant System Administrator Responsibility
and viewing the LOV for both Single Request and Request Set.
3.
Chapter
CLASSROOM
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.
4.
Group Name: YourInitials Assistant SysAdmin Group
Code: (leave blank)
Description: YourInitials Assistant SysAdmin Group
Requests:
Type
Name
Applications
Application
Program
Employee Listing
Payables
Set
Period End
Payables
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CLASSROOM
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)
10. (N) Requests > Run.

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.
Chapter
CLASSROOM
5.
Practice - Coded Request Groups

Overview
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:
Type
Name
Application
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
Chapter
CLASSROOM
Now that you have completed the committees 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.
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.

Seq
Prompt
Function
Description
Grant
50
Journal Entries Report
YourInitials Journal Entries
Journal Entries
Checked

5.
Test that your Coded Request Group works as expected.
Chapter
CLASSROOM
Properties tab:
Type: Form
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)
Requests:
Type
Name
Application
Program
AR: Journal Entries Report
Receivables
4.
5.
Close the form.

Chapter
CLASSROOM
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
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>
Chapter
CLASSROOM
8.
9.
Close the form.
Hint: You can use the Edit Field icon to open an Editor window.
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.
Seq
Prompt
Function
Description
Grant
50
Journal Entries Report
YourInitials Journal Entries
Journal Entries
Checked
Chapter
CLASSROOM
14. Close the form.

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

Chapter
CLASSROOM
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, youll need to test your Request Set.
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
CLASSROOM
Tasks
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:
5.
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).
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.
Chapter
CLASSROOM
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.
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
Application Name
appl
Responsibility Name
resp
15. Save your work.
Chapter
CLASSROOM
13. The window should appear similar to the following example:
17. Select Stage 20, click (B) Requests
Click (B) Parameters

Note: this time select the Parameter from the List of Values
Seq
Prompt
Shared Parameter
Application Name
appl
Responsibility Name
resp
Chapter
CLASSROOM
16. Close the Request Parameters window.
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.
Seq
Prompt
Shared Parameter
10
Application Name
appl
20
Report Name
30
Request Set Name
Chapter
CLASSROOM
18. Save your work.
22. Close the Request Set form.

Test your Request Set
23. Sign on as your YourInitials Assistant System Administrator.
24. (N) Requests > Run.
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
21. Save your work.
Practice - Administering Concurrent Managers

Overview
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
Chapter
CLASSROOM
The implementation committee wants you to test several aspects of managing concurrent
processing. Specifically, they want you to test the following.
Description: Concurrent Manager to run reports for YourInitials
Type: Concurrent Manager
Cache Size: 1
Program Library: FNDLIBR
3.
Use the following information to assign your work shift to your concurrent manager.
Workshift
Processes
Sleep Seconds
YourInitials Dayshift
60
Create Specialization Rules for your Concurrent Manager

4.
5.
Use the information below to define your specialization rules for your Concurrent Manager.
Include/Exclude
Type
Name
Include
User
YourInitialsUser
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.
Include/Exclude
Type
Name
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.
Chapter
CLASSROOM
Assign your Work Shift to your Concurrent Manager
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
CLASSROOM
Solution - Administering Concurrent Managers

Define your Work Shifts
1.

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
Chapter
CLASSROOM
Responsibility = System Administrator
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
Save your work. The window should appear similar to the example shown.
Assign your Work Shift to your Concurrent Manager

9.
Click the (B) Work Shifts.

Workshift
Processes
Sleep Seconds
YourInitials Dayshift
60
10. Save your work. The window should appear similar to the example shown.
Chapter
CLASSROOM
8.
Create Specialization Rules for your Concurrent Manager

12. In the Concurrent Managers window, click (B) Specialization Rules.
Include/Exclude
Type
Name
Include
User
YourInitialsUser
13. Save your work. The window should appear similar to the example shown.
14. Close the Specialization Rules window to return to the Concurrent Managers window.
15. From the Concurrent Managers window, query up the Standard Manager.
Chapter
CLASSROOM
11. Close the Work Shifts window.
16. Click (B) Specialization Rules.

Include/Exclude
Type
Name
Exclude
User
YourInitialsUser
17. Save your work.

18. Close the form.
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.
23. Navigate to (N) Requests > Run.
Chapter
CLASSROOM
Activate your Concurrent Manager
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.
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.
Chapter
CLASSROOM
26. Click (B) Schedule.
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).
Chapter
CLASSROOM
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.
Chapter
CLASSROOM
Guided Demonstration - Loading and Running a Workflow

Process
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
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

Chapter
CLASSROOM
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: 10
Descriptive Flexfield Title: Daily Rates
Navigation Path: Setup > Currencies > Rates > Daily
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
Chapter
CLASSROOM
Team: 11
Descriptive Flexfield Title: Period Types
Navigation Path: Setup > Financials > Calendars > Types
Scenario
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 NonHierarchical 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.
Chapter
CLASSROOM
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:
Ensure all three segments are displayed and enabled. When you finish defining the
structure, freeze and compile your flexfield definition.
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.
5.
6.
Value
Description
01
Helen Myers
02
Mien Chan
03
Michael Keller
04
Luis Galvez
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
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.
Chapter
26 - Page 100ONLY. COPYING eKIT MATERIALS FROM THIS
CLASSROOM
Define your Values
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
Format Type: Char
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
Chapter
CLASSROOM
7.
Format Type: Char
Maximum Size: 3
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.
Number
Name
Window
Prompt
Column
Value Set
Displayed Enabled
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:
Chapter
CLASSROOM
Value
Description
Enabled
01
Helen Myers
Checked
02
Mien Chan
Checked
03
Michael Keller
Checked
04
Luis Galvez
Checked
20. Save your work.
22. In the Values, Effective region, define the following values:

Value
Description
Enabled
FIR
Further information required
Checked
MAR
Manager authorization required
Checked
AJR
Additional justification required
Checked
23. Save your work.

24. In the Segment Values window, verify Value Set radio button is selected and your cursor is
in the header region, then query the YourInitials_HOW_LONG_HELD value set.
Value
Description
Enabled
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.
27. After defining your value sets, segments, and values, 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
in the header region, then query the YourInitials_WHY_HELD value set in the Name field.
Practice - Define a Descriptive Flexfield with None Validation

Overview
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.

2.
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.
Chapter
CLASSROOM
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.
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

4.
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

6.
Chapter
CLASSROOM
Solution Define a Descriptive Flexfield with None Validation

1.
2.
Value Set Name: YourInitials_WHO_REFER
Description: YourInitials Who Refer Value Set
Format Type: Char
Maximum Size: 3
3.
Save your work.
4.
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.
6.
Value Set Name: YourInitials_EMP_WEIGHT
Description: YourInitials Employee Weight Value Set
Chapter
CLASSROOM
Format Type: Number
Maximum Size: 3
Precision: 0
Min Value: 90
Max Value: 700
Validation Type: None
Save your work.

8.
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.
Number
Name
Window
Prompt
Column
Value Set
Displayed Enabled
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.
Chapter
CLASSROOM
7.
Define your Values
20. In the Find window, select YourInitials_WHO_REFER value set and click (B) Find.
Value
Description
Enabled
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
CLASSROOM
Practice - Define a Descriptive Flexfield with Context-Sensitive

Segment
Overview
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 salespersons 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
1.
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.

2.
Chapter
CLASSROOM
To perform the practices in this lesson (and the next one as well), you will need a descriptive
assign one now.
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

8.
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
Chapter
CLASSROOM
Chapter
CLASSROOM
Solution Define a Descriptive Flexfield with a Context-Sensitive

Segment
1.
(N) Application > Validation > Set
2.
Value Set Name: YourInitials_SALES_REP
Description: YourInitials Sales Rep Value Set
Format Type: Char
Maximum Size: 3
Uppercase Only: Selected
3.
Save your work.
4.
Value Set Name: YourInitials_LOCATION
Description: YourInitials Location Value Set
Format Type: Char
Maximum Size: 3
5.
Save your work.
6.
Value Set Name: YourInitials_PROJECT

Chapter
CLASSROOM
Description: YourInitials Project Value Set
Format Type: Char
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.
11. (N) Application > Flexfield > Descriptive > Segments.
12. Query your descriptive flexfield in the Descriptive Flexfield Segments 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.
Chapter
CLASSROOM
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
Yes
Yes
Description Enabled
Yes
Checked
21. Enter the following information for the segments:

Number
Name
Window
Prompt
Column
Value Set
Displayed Enabled
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
No
No
Description Enabled
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
CLASSROOM
20. Click (B) Segments to navigate to the Segments Summary window.
Value
Description
Enabled
CLJ
Charles L. Jefferson
Checked
AMR
Ana M. Rodriguez
Checked
PAL
Philippe A. Lebeau
Checked
in the header region, then query the YourInitials_LOCATION value set in the Name field
Value
Description
Enabled
NYC
New York
Checked
MAD
Madrid
Checked
PAR
Paris
Checked
Chapter
CLASSROOM
31. Save your work.
Practice - Define a Descriptive Flexfield with a Dependent

Segment
Overview
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.
Chapter
CLASSROOM
To perform the practices in this lesson (and the next one as well), you will need a descriptive
assign one now.
2.
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

4.
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.
6.
7.
Value
Description
USA
United States
CAN
Canada
UK
United Kingdom
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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CLASSROOM
Description
YT
Yukon Territory
independent value UK.
Value
Description
WA
Wales
SL
Scotland
EN
England
Test your Descriptive Flexfields

9.
Chapter
CLASSROOM
8.
Value
Solution Define a Descriptive Flexfield with a Dependent

Segment
1.
2.
Value Set Name: YourInitials_COUNTRY
Description: YourInitials Country Value Set
List Type: Long List of Values
Format Type: Char
Maximum Size: 3
3.
Save your work.
4.
Value Set Name: YourInitials_REGION
Description: YourInitials Region Value Set
Format Type: Char
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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CLASSROOM
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.

9.
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:
Number
Name
Window
Prompt
10
Country Code
Country
ATTRIBUTE4 YourInitials_COUNTRY Checked Checked
20
Region Code
Region
ATTRIBUTE5
Column
Value Set
YourInitials_REGION
Displayed Enabled
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.
Value
Description
Enabled
USA
United States
Checked
Chapter
CLASSROOM
Value
Description
Enabled
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.
Value
Description
Enabled
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.
Value
Description
Enabled
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.
Value
Description
Enabled
WA
Wales
Checked
SL
Scotland
Checked
EN
England
Checked
Chapter
CLASSROOM
23. Define and enable the following values for the Independent Value USA.
Test your Descriptive Flexfields
Chapter
CLASSROOM
Practice - Define a Key Flexfield

Overview
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 zerofilled.
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 zerofilled.
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.
Chapter
CLASSROOM
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.
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

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

3.
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2.
5.
6.
7.
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.
Define and enable the following values for the YourInitials_COST value set.
Value
Description
000
Not Specified
100
Sales
200
Services
300
Development
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
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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4.
Responsibility: General Ledger Super User

8.
(N) Setup > Financials > Accounting Setup Manager > Accounting Setups.
9.
In the Accounting Setups window, click Create Accounting Setup.
11. Enter the following information:
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.
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10. Click Next to access the Create Accounting Setups: Define Accounting Representations
window.
Solution - Define a Key Flexfield

1.
2.
Value Set Name: YourInitials_CO
Description: YourInitials Company Value Set
Format Type: Char
Maximum Size: 2
Right-justify and Zero-fill Numbers: Selected
3.
Save your work.
4.
Value Set Name: YourInitials_COST
Description: YourInitials Cost Center Value Set
Format Type: Char
Maximum Size: 3
5.
Save your work.
6.
Value Set Name: YourInitials_ACCOUNT
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Description: YourInitials Account Value Set
List Type: Enable Long List of Values
Format Type: Char
Maximum Size: 4
7.
Save your work.
8.
Enter the information for the fourth value set in the following fields:
9.
Value Set Name: YourInitials_Future
Description: YourInitials Reserved for Future Use Value Set
Format Type: Char
Maximum Size: 4
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.
Number: 1
Name: CO
Window Prompt: Company
Column: SEGMENT1
Value Set: YourInitials_CO
Displayed: Selected
Enabled: Selected
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
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14. Enter the information for the first segment in the following fields:
Name: CC
Window Prompt: Cost Center
Column: SEGMENT2
Value Set: YourInitials_COST
Displayed: Selected
Enabled: Selected

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
Column: SEGMENT3
Value Set: YourInitials_ACCOUNT
Displayed: Selected
Enabled: Selected

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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
Column: SEGMENT4
Value Set: YourInitials_FUTURE
Displayed: Selected
Enabled: Selected

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.

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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.

46. In the Find window, select Value Set and find the YourInitials_CO value set. Click (B)
Find.
Value
Description
Enabled
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.
Value
Description
Enabled
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:
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Define your Values
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.
58. (N) Setup > Financials > Accounting Setup Manager > Accounting Setups.
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.
61. Enter the following information:
Name: YourInitials_COA
Chart of Accounts: YourInitials Chart of Accounts
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Values, Effective
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.
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65. Click (B) Next to access the Update Ledger: Ledger Options window.
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.
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.

3.
4.
In the Accounting Setups window, search by Ledger YourInitials_COA, click Go
5.
Select Update Accounting Options.
6.
In the Primary Ledger region, click the Update icon for Ledger Options.
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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.
7.
Click Next to access the Update Ledger: Ledger Options window.
8.
In the Year End Processing region, click the Search icon for the Retained Earnings Account
9.
Enter values in the Accounting Flexfield to test your work.
Chapter
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Solution Security Rules

Define your Security Rule
1.
(N) Security > Responsibility > ValueSet > Define.
2.
In the Find window, select Key Flexfield and find the ACCT segment of the YourInitials
Chart of Accounts structure for the Accounting Flexfield in the General Ledger application.
3.
In the Security Rules region of the Define Security Rules window, enter information in the
following fields:
4.
5.
Name: YourInitials_SR01
Description: YourInitials Security Rule 01
Message: YourInitials_SR01 GL responsibility cannot use account 4110.
In the Security Rule Elements region, enter following information Security Rule Elements:
Type
From
To
Include
0000
zzzz
Exclude
4110
4110
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:
8.
Application: General Ledger
Name: YourInitials_SR01
Save your work.

Chapter
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9.
10. In the Accounting Setups window, search by Ledger YourInitials_COA, click (B) Go.
11. Select Update Accounting Options icon.
Chapter
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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.
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.

3.
4.
In the Accounting Setups window, search by Ledger YourInitials_COA, click Go
5.
Select Update Accounting Options.

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Whenever you add or change cross-validation rules, you must recompile the flexfield structure to
ensure your changes are reflected in the applications.
6.
In the Primary Ledger region, click the Update icon for Ledger Options.
7.
Click Next to access the Update Ledger: Ledger Options window.
8.
In the Year End Processing region, click the Search icon for the Retained Earnings Account
9.
Enter values in the Accounting Flexfield to test your work.
Chapter
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Solution - Cross-Validations
Define your Cross-Validation Rule
1.
(N) Application > Flexfield > Key > CrossValidation.
2.
Query the YourInitials Chart of Accounts structure for the Accounting Flexfield in the
General Ledger application.
3.
In the Cross-Validation Rules region, enter the information for the rule in the following
fields:
Name: YourInitials_CVR:01
Description: YourInitials Cross-Validation Rule 01
Enabled: Selected
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.
6.
(N) Application > Flexfield > Key > Segments.
7.
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
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9.
11. Select Update Accounting Options icon.

Chapter
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10. In the Accounting Setups window, search by Ledger YourInitials_COA, click (B) Go.
Practice - Shorthand Aliases

Overview
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.
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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.
Solution Shorthand Aliases

Define your Shorthand Alias
1.
(N) Application > Flexfield > Key > Aliases.
2.
3.
In the Shorthand region, enter information in the following fields:
4.
Enabled: Selected
Max Alias Size: 15
Prompt: Shorthand
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
040000
Green
5.
Save your work.
6.
(N) Application > Flexfield > Key > Segments.
7.
8.
Click (B) Compile to compile the flexfield definition. Click (B) OK to each note about
Chapter
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Practice - Table Validation

Overview
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
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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 salespersons employee number.
Solution Table Validation

Define your Value Set
1.
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
Format Type: Char
Maximum Size: 30
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.

9.
Chapter
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11. Clear the Freeze Flexfield Definition check box.

13. Keep the two segments you defined previously.
30
Name
Window
Prompt
Column
Value Set
Displayed Enabled
Employee Employee
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
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Number
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.
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
Black
Black
0104
012
01
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To set up the cascading dependencies, you will create table-validated value sets using the
following tables:
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
Black
Black
0113
015
03
Red
Red
0114
015
03
Yellow
Yellow
0115
015
03
Purple
Purple
0116
016
03
Blue
Blue
0117
016
03
Green
Green
0118
016
03
Maroon
Maroon
0119
017
04
Silver
Silver
0120
017
04
Green
Green
0121
017
04
White
White
0122
018
04
Blue
Blue
0123
018
04
Silver
Silver
0124
018
04
Tasks
1.
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.
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COLOR_NAME COLOR_DESCRIPTION COLOR_ID MODEL_ID MANUFACTURER_ID
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:
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

2.
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.
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WHERE MANUFACTURER_ID = :$FLEX$. YourInitials_MFG
Solution Cascading Dependencies with $FLEX$

1.
2.
Value Set Name: YourInitials_MFG
Description: YourInitials Car Manufacturers Value Set
Security Type: Non-Hierarchical
Format Type: Char
Maximum Size: 10
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
MANUFACTURER_NAME
VarChar2
10
Meaning MANUFACTURER_DESCRIPTION VarChar2
30
Value
ID
MANUFACTURER_ID
Number
6.
Save your work.
7.
Value Set Name: YourInitials_MODEL
Description: YourInitials Car Models Value Set
Format Type: Char
Maximum Size: 10
Chapter
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8.
Click Edit Information to navigate to the Validation Table Information window.
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
11. In the Where/Order By field, enter

WHERE MANUFACTURER_ID = :$FLEX$. YourInitials _MFG
12. Save your work.
13. Enter the information for the third value set in the following fields:
Value Set Name: YourInitials_COLOR
Description: YourInitials Car Colors Value Set
Format Type: Char
Maximum Size: 10
14. Click Edit Information to navigate to the Validation Table Information window.
15. Enter CAR_COLORS as the table name.
16. In the Table Columns region, enter the following information for the Value column:
Name
Type
Size
Value
COLOR_NAME
VarChar2
10
Meaning
COLOR_DESCRIPTION
VarChar2
30
ID
COLOR_ID
Number
17. In the Where/Order By field, enter:
Chapter
CLASSROOM
10. In the Table Columns region, enter the following information for the Value column:
WHERE MODEL_ID = :$FLEX$.YourInitials _MODEL

ORDER BY COLOR_NAME
18. Save your work.
19. (N) Application > Flexfield > Descriptive > Segments.
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.
Number
10
Name
Window
Prompt
Column
Manufacturer Manufacturer ATTRIBUTE1
Value Set
Displayed Enabled
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
21. Clear the Freeze Flexfield Definition check box.
Guided Demonstration - Folders

Overview
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
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.
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
6.
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.
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
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.
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
21. Click Find.
25. In the Find System Profile Values window enter the following.
User: YourInitialsUser
Profile: Folders: Allow Customization
26. Click Find.
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
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.
Practice - Incorporating Custom Programs

Overview
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
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.
Solution - Incorporating Custom Programs

If necessary, log in to Oracle Applications and select the System Administrator responsibility.
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
Create your Concurrent Program Definition
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
7.
Test your Concurrent Program

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

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Student Guide Volume 3

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R12 System Administrator

Copyright 1996, 2008, Oracle. All rights reserved.

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U.S. GOVERNMENT RIGHTS

Introduction to Oracle Applications Security ...............................................................................................2-1

R12 System Administrator Fundamentals Table of Contents

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Introduction to Oracle User Management ....................................................................................................5-1

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Data Security Components - Objects.............................................................................................................4-7

Profile Options .................................................................................................................................................7-1

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Delegated Administration vs. Traditional System Administration ................................................................6-39

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Identify Tables and Columns to Audit...........................................................................................................8-18

Diagnostics and Troubleshooting with Oracle Applications Manager .......................................................12-1

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Business Flows ..............................................................................................................................................11-20

Administering Concurrent Managers............................................................................................................14-1

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Introduction to Oracle Workflow ..................................................................................................................15-1

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Overview of Flexfields .....................................................................................................................................18-1

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Step 4 Checking Database Parameters...........................................................................................................17-19

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

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Translatable Dependent Value Sets ...............................................................................................................19-16

Defining Key Flexfields ...................................................................................................................................21-1

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Specifying the Context Field Information .....................................................................................................20-34

Using Advanced Validation Capabilities .......................................................................................................22-1

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Preparing for Cross-Validation......................................................................................................................21-46

Appendix - Incorporating Custom Help Files ...............................................................................................25-1

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Appendix - Incorporating a Custom Program..............................................................................................24-1

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Solution Creating a Role and Placing it in a Role Inheritance Hierarchy...............................................26-37

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Before You Begin This Course

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How This Course Is Organized

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R12 System Administrator Fundamentals Table of Contents