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About Keithley
Keithley is US based manufacturer of Test and Measurement equipment We have offices throughout US, Europe and Asia In Oracle E-Business Suite, we have 11 operating units in a SOX compliant implementation Run GL, INV, WIP, BOM, OM, PO, AR, AP, CRM (JTF, CS, AST, CSI, UWQ..)
About me
Electrical Engineer After graduate school, work for 9 years as a flow metrologist for NASA Joined Keithley as a Sr. Applications Engineer in 1998 Became involved with Oracle in 2003 as a functional SuperUser for CRM products In 2004, moved into a Sr. Programmer/Analyst IT role at Keithley
Agenda
Our Issues/Why we did this Functional Requirements Open Interface good start toward solution Interface Design How to Build an Integrator Validation dont upload junk Managing the user experience Unsolved mysteries features not yet used
How do I upload data to the table? In technology terms, SQL*Loader would be a typical approach. How to get this file available to a SQL*Loader script will be an issue Web ADI allows you to put this control into the hands of your functional users and to do so in a very controlled way. (More on this to follow)
QP Bulk Process. It has a number of parameters defined. We rolled this out to our functional users with a KEI defined concurrent request. This allowed control over the parameter values. (more on this to follow)
Data Mapping
CSV data
Data can be rejected by Custom Procedure Functional User controls when this runs No need to wait for a cron job or IT intervention
You need to have access to users, responsibilities, menus and functions Verify BNE profile values
How to build
User Requirement: interface with present process.
Example: If they are already generating a report that has 10 columns of data, design your front-end to accept 10 columns of datawhether you need them or not.
Custom Validation/error reporting do this BEFORE it ever gets to Oracles Interface tables The Web ADI interface will put visual clues in the spreadsheet about upload outcome using green smiley face or red frown face icons
IMPORTANT:
If you push back even one row of exception messages, then zero rows will be uploaded to the staging table.
How to Build
After Create/install package in APPS Use menu Oracle Web ADI Menu Use Create Document>HR Integrator Setup
How to Build
Metadata Type = CREATE or DOWNLOAD Application Short Name is for your own $CUSTOM_TOP Form Name = GENERAL for custom integrators
How to Build
Associate Form Function to integrator Assign to your menu else you will see permissions errors
How to Build
Layout: is defined by your procedure. v_list_header_id becomes LIST_HEADER_ID in the layout automatically
Oracle provides a page per parameter to allow user to select values for
Viewer If download integrator, then reporting =Y Integrator Name to use Which layout to use Which content mapping to use
User will have to make selections on each of these pages which they will view as tedious, or you can streamline the process
Added as menu function rather than as request in request group. This allows fewer clicks to submit the request Simpler user interface; easier training
CONCURRE NT_P ROGRAM_NAME="KEI_QP _LAUNCH_BULK_LOA D_P ROG" PROGRAM_APPL_S HORT_NAME=" XBOL" TITLE="KEI QP Launch Bulk Load" SUBMIT_ONCE="Y"
Client Side
Microsoft Office 2000, 2002,2003 and 2007 are currently supported Windows 2000, XP, Vista Any browser supported by your E-Business Suite environment
Populate the Excel Sheet with Data Excel Sheet Protection is On by default Once the Excel sheet is downloaded, must remove Protection in order to insert additional rows or to resize any column, etc. If routinely doing this, make use of a data mapping to automatically extend the rows and update the rows with data values from a specified csv file.
Work with application administrator to have BNE profiles reviewed and appropriately set
References
360105.1 Understanding and Using Web ADI in Oracle HRMS - Includes A Step by Step Guide to Creating HRMS Integrators very helpful 228527.1 - "Web ADI for Oracle HRMS Implementation and Configuration Information 726727.1 Overview of Web ADI Web ADI Implementation Guide - bne115ig.pdf Web ADI User Guide - bne115ug.pdf
Acknowledgements
Many thanks to all those who have made other presentations and blog entries on Web ADI and custom integrator development. Those documentation efforts were extremely beneficial to my own success with Web ADI And to my functional users for their patient collaboration on the solution
Q&A time
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