june 2019 oracle unifier adding a new bp for use in a...
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Thesetechtipsareofferedfreeofchargeinthespiritofsharingknowledgewithothers.Theydonotincludetechnicalsupport,shouldyouhaveaproblemwiththem.Wearealwaysinterestedinhowtheycanbeimproved,pleasedonothesitatetoemailusyourcomments.Thesetipshavebeenthoroughlytestedbyourconsultantsinavarietyofenvironments.Pleasereadthesetechtipsthoroughlyandbe
surethatyouunderstandthembeforetryingtousethem.Wecannotberesponsibleforissuesthatdevelopbecauseoftheconfigurationofyourhardware,technicalenvironmentorapplicationofthetechmemos.Ifyouarenotsure,thenweurgeyoutocontactOracletechnicalsupportoryourlocalsupportconsultantforassistance.
AsaUnifieradministratorordeveloper,youmayhavethefollowingquestionsinBPdesign:
• HowdoIaddanewBPtoaProjectTemplate?• HowdoIaddanewBPtoaProject(shell)?• HowdoIActivateandmakesureIcanseeandusetheBPinsidemyProject(Shell)?
Intoday’stopic,wearegoingtoexploretheseitemsandgiveyourecommendationsonhow&whentousethesedesignfeaturesinUnifierdevelopment.AddaBPtoaProjectTemplateTofindtheShellTemplate,navigatetoCompanyWorkspace>Adminmode>Templates>Shells>Projects
JUNE 2019 ORACLE UNIFIER
ADDING A NEW BP FOR USE IN A SHELL
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OpentheshelltemplateyouwanttoaddtheNewBPto.Withintheshelltypetemplate,navigatetoSetup>BusinessProcesses
• Foranewbusinessprocess,youmustclick“New”toaddthebusinessprocesstothetemplate.
o Thispresumestheprocesshasalreadybeendeployedandconfiguredatthecompanylevel.
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SelecttheNewBPyouwanttoaddtoyourTemplate>ClickOK
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FindyournewBPintheBusinessProcessesList>MakeSureitsaysStatus:Active
Note*IfitdoesnotsayStatus:ActivebutinsteadsaysInactive:NavigatetoCompanyWorkspace:Adminmode>Configuration>BusinessProcess>SelectyourNewBusinessProcess>ClickOpen
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SettheStatusto:ActiveSetyourSequenceFormat:(FormatthattheBP’swillbecontinuallynumberedinastheyarecreated)BusinessProcessLog:AdvancedEnableforMobileApplication:checked(foriPhone&Tabletuse)
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UndertheWorkflowTab>ClickAddandselecttheWFfortheBPyouwanttoadd>ClickonActivate>andclickonApply>OKNote*(NowyourBPandWFisactiveinthesystemandconfiguredatthecompanylevel)
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NavigatebacktoyourCompanyWorkspaceinUnifier>navigatetoAdminmode>Templates>Shells>Projects>OpenyourTemplateType>Setup>BusinessProcess>FindyournewActiveBPintheBusinessProcessesList>ClickOpen>WorkflowSetup>New
SelecttheWorkflowYouJustActivatedfromtheDropdownMenu>ClickOKUnderGeneralTab:GivetheSetupName(usuallytheNameoftheBP)>youcangiveaDescription(usuallyrelatestothebusinesscontext)Status:Active
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SettingsTab:OntheSettingsTab>NextWalkThroughEachStepoftheworkflowandassignassignees(usersorgroups;*recommendedusegroups)ateachstepintheWF>thenClickApply>OK
NextinyourCompanyWorkspaceinUnifier>navigatetoAdminmode>Templates>Shells>Projects>OpenyourTemplateType>AccessControl>UnderUserModeAccess>NavigatetoyourBusinessProcessNode(name)>ClickontheBPandgivetheapplicableGroupsthePermissionstosee/createthenewBusinessProcess>ClickOK>Apply>OK
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UpdatingyourProjects(Shells)withChanges
Next,youwillneedtopushthesechangesyou’vemadetoyourprojects.
UnderWorkflowSetup>ClickonUpdateShellsandchooseoneofthefollowing:
ClickShells,OrAllShellsoptiontoselectoneormoreshellstoupdate.
• Selectingthe“AllShells”wouldupdateallprojects,andthiswouldONLYbeusedifallprojectshavetheexactsamesetups.
• Selectonlytheshells(projects)youwanttoupdate.Usethe“Find”tofilterthelistoruseCtrl-clicktoselectmultiple.
• Ifyouhavemultipletemplatesforyourprojects,thisisimportanttoselectONLYtheshellsthatshouldbeupdated.It’sVeryimportantthatyouupdateonlythetypethatyou’remodifying.
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NowinyourProject(shell)thatyoupushedtheupdatesto>inUnifierNavigatetoUserMode>NavigatetoyourBusinessProcessNode(name)>ClickonCreate>andVerifyyoucanCreateyourNewlyAddedBPforuseinyourProject(Shell)
UpdateaBPSetupinaProjectAsoutlinedintheabovesection,thebestpracticemethodformanagingBPchangesandsetupsistousetheShellTemplatesandthenupdateindividualprojectshellsfromthetemplate.IfyouareusingGroupsthroughoutyourdesign,thentheonlyadditionalsetupattheprojectlevelwouldbetomanageandmakesurethattheappropriateusersareinthecorrectgroupsattheprojectlevel.However,ifthereareBPvariationsneededfromprojecttoproject,openingtheproject,andselectingAdmin>Setup>BusinessProcesseswilldisplayalltheBP’ssetupinthatproject.SelectingaBPdesignhereallowsyoutoopenandfurtherconfiguretheworkflowsetupifneeded.SelectingaBPdesignhereallowsyoutoopenandfurtherconfiguretheworkflowsetupifneeded.Examples:
• Ifthestepdurationrequirementisdifferentthanwhatisdefinedinthetemplate,itcanbechangedhere.ThischangeONLYaffectstheproject(shell)youareupdating.
• IfyouarenotusinggroupsbutassigningusersintheworkfloworBPsetup,youmayneedtoedit these based on personnel assigned to that project. Not recommended, but this is anoptionifthatishowyou’veconfiguredyoursetups.
• Also,ifanyoftheGeneralpropertiesinaworkflowbpchange,thesechangesmustbemadeineachproject(shell)ifthechangeismadeaftercreatingtheshell.
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NotesandCautions• IfyouareaddingaBPtoatemplate,whenyouupdatetheshellsthisBPwillbeaddedtothose
projectswiththesetupyouhaveconfiguredinyourtemplate.• BestpracticeinthesesetupswouldbetouseGroupsinyoursetupswhereverpossibleandnot
individual users. If the groups in your BP setup are not already in the project(s), they’ll becreated, and you thenwill need tobe sure that the appropriateusers are assigned to thosegroups.Ifthegroupalreadyexistsandyou’resharingitwithotherBPdesigns,thenthegrouppermissionswillbeupdatedforthatgroup.
• Whenselectingwhatshellstoupdate, it’s importanttoupdateonlythecorrectshells. Ifyouupdatethewrongshelltype(ifyouhavemultipleshelltemplates)you’llimproperlyupdatethatshellwithBP’sthatshouldn’tbethere.
SummaryUsingUnifier’sShellTemplatesarethemostefficientwaytomanageBPdesignsbeingupdatedinprojectsaslongasyouunderstandsomeoftheaspectsoftheiruseandimpacts,theyhaveonyourprojects.