oaf- course labs

Course Labs

R12 Extend Oracle Applications: Customizing OA Framework Applications

Copyright Oracle Corporation, 2007. All rights reserved.

R12 Extend Oracle Applications: Customizing OA Framework Applications Table of Contents xiv

Course Labs .....................................................................................................................................................1

R12 Customizing OA Framework Applications.............................................................................................3

Lab 1..............................................................................................................................................................4 Task 1: Login to Your E-Business Suite Instance .....................................................................................5 Task 2: About This Page Link ...................................................................................................................8 Solution......................................................................................................................................................14

Lab 2..............................................................................................................................................................25 Task 1: Preparation ....................................................................................................................................26 Task 2: Modify the FWKTEST User.........................................................................................................27 Task 3: Set-up the NX Client on Your Classroom PC...............................................................................29 Task 4: Open the NX Client on Your Classroom PC ................................................................................32 Task 5: Unzip Tutorial.zip .........................................................................................................................34 Task 6: Set Your JDeveloper Environment ...............................................................................................35 Task 7: Start JDeveloper............................................................................................................................36 Task 8: Get the DBC File ..........................................................................................................................38 Task 9: Test Your JDeveloper Workspace and Project .............................................................................39 Task 10: Set-up Your Database Connection..............................................................................................42 Task 11: Set Your Project Properties.........................................................................................................48 Task 12: Test Your JDeveloper Set-up......................................................................................................54 Task 13: Optional Personal Set-up .........................................................................................................57

Lab 3..............................................................................................................................................................58 Step 1. Setup your environment for OA Framework development............................................................59 Step 2. Create the Model-layer Components .............................................................................................61 Step 3. Create the View-layer Components ...............................................................................................67

Lab 4..............................................................................................................................................................74 Task 1: Create a new responsibility for iExpenses ....................................................................................75 Task 2: Create a new responsibility for Manager Self Service ..................................................................77 Task 3: Create a new responsibility for iProcurement ...............................................................................78 Task 4: Create Your User ..........................................................................................................................79 Task 5: Test your own User.......................................................................................................................81 Task 6: Set Profile Options........................................................................................................................83 Task 7: Learn the Administrator-level Personalization UI ........................................................................88 Task 8: Create Administrator-seeded User-level Personalizations ............................................................90 Task 9: Test Your Administrator-seeded Personalizations........................................................................94 Task 10: Add a Tip to a Page.....................................................................................................................95 Task 11: Add Button links.........................................................................................................................98 Task 12: Rearrange the Regions on a Page................................................................................................100 Task 13: Add a Column to a Table - Analysis...........................................................................................102 Task 14: Add Column to the Table............................................................................................................105 Task 15: Reorder Table Columns ..............................................................................................................107 Task 16: Personalize Privacy Link Globally Across Pages .......................................................................108 Task 17: Disable Your Personalizations ....................................................................................................110 Task 18: Using the Functional Administrator............................................................................................112


R12 Extend Oracle Applications: Customizing OA Framework Applications Table of Contents xv

Task 19: Make a Field Required................................................................................................................114 Lab 5..............................................................................................................................................................116

Task 1: Determine Which Flexfield to Set-Up ..........................................................................................117 Task 2: Define Descriptive Flexfield Segments ........................................................................................119 Task 3: Enable Descriptive Flexfield on Page...........................................................................................124 Task 4: Create a new flexfield on the Non-Catalog Request Page ............................................................128 Task 5: Make Your Flexfield Visible to Your Responsibility ...................................................................131

Lab 6..............................................................................................................................................................133 Task 1: Set-up SQLDeveloper...................................................................................................................134 Task 2: Navigate Around the Database .....................................................................................................137 Task 3: Administer the Database ...............................................................................................................139 Solution Task 2.......................................................................................................................................140 Solution Task 3.......................................................................................................................................142

Lab 7..............................................................................................................................................................144 Task Navigate the File System ...............................................................................................................145 Solution - Navigate the File System ..........................................................................................................146

Lab 8..............................................................................................................................................................148 Task Administering the Server Processes...............................................................................................149 Solution Administering the Server Processes .........................................................................................150

Task Setting Up the Environment and Locating Utilities .......................................................................153 Solution Setting Up the Environment and Locating Utilities .................................................................154

Lab 10............................................................................................................................................................157 Task 1: Allow Personalizations .................................................................................................................158 Task 2: Personalize the Expenses Home Page...........................................................................................159

Lab 9.............................................................................................................................................................152

Task 3: Create folders on the server ..........................................................................................................162 Task 4: Set the Personalization Document Root Path Profile....................................................................164 Task 5: Export the Personalizations to File System...................................................................................165 Task 6: Edit the Personalizations...............................................................................................................168 Task 7: Change the Personalization Document Root Path Profile.............................................................170 Task 8: Import the Personalizations into the MDS repository...................................................................171

Lab 11........................................................................................................................................................... 173 Pre-requisites: ............................................................................................................................................174 Task 1: Copy all .class files to $JAVA_TOP ...........................................................................................176 Task 2: Import the Page and Region into the MDS ...................................................................................177 Task 3: Register the Page within E-Business Suite ...................................................................................178 Task 4: Bounce the E-Business Suite Instance ..........................................................................................179 Task 5: Test Your New Page .....................................................................................................................180 Task 6: Remove Your Metadata ................................................................................................................181

Lab 12............................................................................................................................................................186 Task 1: Design Your Menu........................................................................................................................187 Task 2: Research Your Menu ....................................................................................................................188 Task 3: Implement Your Function.............................................................................................................191 Task 4: Implement Your Menu..................................................................................................................192 Task 5: Implement Your Responsibility ....................................................................................................197 Task 6: Modify Your User and Test ..........................................................................................................198

Lab 13............................................................................................................................................................200 Task 1: Create a New Project ....................................................................................................................201

Lab 14........................................................................................................................................................... 211 Task 2: Add Attributes to an Existing BC4J Object ..................................................................................203

Task 1: Defaulting Attributes ....................................................................................................................212 Lab 15............................................................................................................................................................218

Task 1: Extend the BC4J Validation Logic ...............................................................................................219 Lab 16............................................................................................................................................................224 Supplemental Lab 1 .......................................................................................................................................236

Task 1: Create a new responsibility for iExpenses ....................................................................................237 Task 2: Create a new responsibility for Manager Self Service ..................................................................239


R12 Extend Oracle Applications: Customizing OA Framework Applications Table of Contents xvi

Task 3: Create a new responsibility for iProcurement ...............................................................................240 Task 4: Create Your User ..........................................................................................................................241 Task 5: Test your own User.......................................................................................................................243 Task 6: Create User-level Personalizations ...............................................................................................245 Task 7: Duplicate Your User-level personalization...................................................................................251

Supplemental Lab 2 .......................................................................................................................................254 Task 1: Create a new responsibility for Sales ............................................................................................255 Task 2: Add the XXX Sales User responsibility to LJONES user.............................................................256 Task 3: Configure the Configurable Page..................................................................................................257

Supplemental Lab 3 .......................................................................................................................................268 Task 1: Use SPEL Syntax in Your Personalizations..................................................................................269 Task 2: Extending an Existing Region into a Page....................................................................................274 Task 3: Add a Region Using Url Include...................................................................................................277


Course Labs

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R12 Customizing OA Framework Applications

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Lab 1

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Task 1: Login to Your E-Business Suite Instance

In this course, you have an E-Business Suite instance that is assigned to your terminal. The E-Business Suite instance assigned to your terminal is for your and your partners, if you have one, use. No other students in the class will share your E-Business Suite instance.

Your instructor will tell you your E-Business Suite instance URL. Write that below:

My E-Business Suite URL is: http://_______________________________________________

1. Open your Internet Explorer (IE) browser.

Note: Because of the Oracle University (OU) classroom set-up, you must use IE. IE is not the only browser certified for use with an E-Business Suite instance. But, it is the only browser properly configured on your PC (terminal).

2. Enter the URL for your E-Business Suite.

3. You will see the redirection screen which will look similar to the following:

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4. Login to the E-Business Suite as SYSADMIN/SYSADMIN. Click the Login button.

5. Click the Functional Administrator responsibility from the E-Business Suite Navigator.

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6. The page should look similar to the following:

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Task 2: About This Page Link

1. Click the About this Page link shown on the footer (bottom) of the page.

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2. The page you see should look similar to the following:

3. The detailed steps to answer this question are shown at the end of this lab. But, with what you know about OA Framework, and a little exploration, you should be able to answer these questions.

4. What is the full name of the page? (complete path)

__________________________________________________________________

5. What is the version of the page?

__________________________________________________________________

6. What is the name of the pageLayout region (and therefore is the name of the page)?

__________________________________________________________________

7. What is the root AM of the page?

__________________________________________________________________

8. What controller does the pageLayout region use?

__________________________________________________________________

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9. Is this the only controller used on the page? (Circle one)

YES / NO

10. Where is the page stored?

__________________________________________________________________

11. How is the page stored? (Circle one)

In XML only / In Java only / In both XML and Java / In text / In PL-SQL

12. Beneath the Page Definition region is a link titled, Expand All. Click the Expand All link.

13. List four (4) UI web beans used on the page?

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

14. Is there more than one controller used on the page? (Circle one)

YES / NO

15. If Yes, what are the name(s) of the additional controllers?

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

16. What VO is being used by the UI objects?

__________________________________________________________________

17. Expand the Business Component References Details region.

18. What is the complete path to the AM?

__________________________________________________________________

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19. Are there any other AMs used by the page? (Circle one)

YES / NO

20. If Yes, list the other AMs used by the page?

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

21. Question 16 asked what VO was being used. What is the complete path to that VO?

__________________________________________________________________

22. What is the EO associated to the VO from Question 16/21? (list the full path)

__________________________________________________________________

23. Does this page use any flexfields? (Circle one)

YES / NO

24. List the flexfield used by this page?

__________________________________________________________________

25. Click the GrantsResultsVO link to drill-down to the details of this VO.

26. What version is this VO?

__________________________________________________________________

27. Does this VO use an EO? (Circle one)

YES / NO

28. If Yes, list the complete name of this EO?

__________________________________________________________________

29. Does this EO have an associated EntityExpert? (Circle one)

YES / NO

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30. If Yes, list the full path name of the EntityExpert?

__________________________________________________________________

31. List the version of the EO from Question 28?

__________________________________________________________________

32. List four (4) attributes that are contained in the VO?

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

33. Click the Return to About Page link.

34. Click the Personalization tab.

35. List the Personalizations associated with this page?

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

__________________________________________________________________

36. Click the Page Context tab.

37. What User Name is being used on this page?

__________________________________________________________________

38. What Responsibility is this page using?

__________________________________________________________________

39. What is the Responsibility Key being used on this page?

__________________________________________________________________

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40. What Function is this page using?

__________________________________________________________________

41. Click the Technology Components tab.

42. What version of OA Extension is being used on this server?

__________________________________________________________________

43. Click the Java Systems Properties tab.

44. Where does APPL_TOP point to on this server? (list the complete path)

__________________________________________________________________

45. Click the Profiles tab.

46. Expand the Logging/Diagnostics region.

47. What is the value of the FND: Diagnostics profile option?

__________________________________________________________________

NOTE: FND: Diagnostics is the profile option that controls whether or not you see the About this Page link. It must be set in order for you to see the link.

48. Click the Patches tab.

49. Have patches been applied to this E-Business Suite instance? (Circle one)

YES / NO

50. If Yes, list the last patch number applied to this server?

__________________________________________________________________

51. Click the Return to Page: Grants link.

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Solution

4. What is the full name of the page? (complete path)

/oracle/apps/fnd/security/grants/webui/GrantSummaryPG

5. What is the version of the page?

120.3

6. What is the name of the pageLayout region (and therefore is the name of the page)?

Grants

7. What is the root AM of the page?

GrantSummaryAM

8. What controller does the pageLayout region use?

GrantSummaryCO

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9. Is this the only controller used on the page?

NO But, this is a trick question at this point. You have not expanded the items on the page to see this. So, Bonus Points if you got this correct.

10. Where is the page stored?

In the MDS. All OA Framework pages are stored there.

11. How is the page stored?

In XML only

12. Beneath the Page Definition region is a link titled, Expand All. Click the Expand All link.

13. List four (4) UI web beans used on the page?

Any 4 of the following: stackLayout, header, tableLayout, rowLayout, cellFormat, styledText, messageTextInput, messageRadioGroup, messageLovInput, submitButton, table, messageStyledText, image, flowLayout, sortableHeader, link, pageButtonBar

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14. Is there more than one controller used on the page?

YES As mentioned earlier. It was a trick question. Now, as you scroll down through the UI objects, you will see that a second controller is mentioned.

15. If Yes, what are the name(s) of the additional controllers?

GrantResultsCO

16. What VO is being used by the UI objects?

GrantResultsVO

17. Expand the Business Component References Details region.

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18. What is the complete path to the AM?

oracle.apps.fnd.security.grants.server.GrantSummaryAM

19. Are there any other AMs used by the page?

NO

20. If Yes, list the other AMs used by the page?

There are no other AMs. Trick question of sorts.

21. Question 16 asked what VO was being used. What is the complete path to that VO?

oracle.apps.fnd.security.grants.server.GrantResultsVO

22. What is the EO associated to the VO from Question 16/21?

oracle.apps.fnd.schema.security.grants.server.GrantEO

23. Does this page use any flexfields?

NO

24. List the flexfield used by this page?

There are no flexfields. Trick question of sorts.

25. Click the GrantsResultsVO link to drill-down to the details of this VO.

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26. What version is this VO?

120.0

27. Does this VO use an EO?

YES But, it is a trick question. You already answered this. But, if you scroll down on this page, you can see additional information on the EO.

28. If Yes, list the complete name of this EO?

See Question 27. oracle.apps.fnd.schema.security.grants.server.GrantEO

29. Does this EO have an associated EntityExpert?

YES

30. If Yes, list the complete name of the EntityExpert?

oracle.apps.fnd.schema.security.grants.server.GrantEntityExpert

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31. List the version of the EO from Question 28?

120.1

32. List four (4) attributes that are contained in the VO?

List any 4 of the following: GrantGuid, GranteeType, GranteeKey, MenuId, ObjectId, InstanceType, StartDate, EndDate, GranteeName, ObjectName, MenuName, SetType, GrType, PsetType, InsType, Name, ObjType, LastUpdateDate, ProgramTag, Date, AccessPolicy, InstanceSetName, InstanceSetId

33. Click the Return to About Page link.

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34. Click the Personalization tab.

35. List the Personalizations associated with this page?

Trick question. There are no personalizations.

36. Click the Page Context tab.

37. What User Name is being used on this page?

SYSADMIN

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38. What Responsibility is this page using?

Functional Administrator

39. What is the Responsibility Key being used on this page?

FND_FUNC_ADMIN

40. What Function is this page using?

FND_GRANTS_SUMMARY

41. Click the Technology Components tab.

42. What version of OA Extension is being used on this server?

10.1.3 Build 809

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43. Click the Java Systems Properties tab.

44. Where does APPL_TOP point to on this server? (list the complete path)

/appltop/apps/apps_st/appl

45. Click the Profiles tab.

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46. Expand the Logging/Diagnostics region.

47. What is the value of the FND: Diagnostics profile option?

Y

NOTE: FND: Diagnostics is the profile option that controls whether or not you see the About this Page link. It must be set in order for you to see the link.

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48. Click the Patches tab?

49. Have patches been applied to this E-Business Suite instance?

YES

50. If Yes, list the last patch number applied to this server?

5905539

51. Click the Return to Page: Grants link.

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Lab 2

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Task 1: Preparation

This lab takes you through setting up the user for your course.

Throughout this course, you will be asked to designate your name, or some other unique identifier. You can use your initials. You can use your classroom terminal number. The only requirement is that it is unique to you. Once you have selected that designation, use it consistently throughout the remainder of the course.

Important Information:

You need to get the following from your instructor:

Your Host: ________________________________________________

Your SID: ________________________________________________

Your EBS Login: http://___________________________________________

Default E-Business Suite Logins:

SYSADMIN/SYSADMIN

FWKTESTER/FWKDEV

Default Linux Machine Logins: (case-sensitive)

nxuser1/oracle

oracle/oracle

applmgr/applmgr

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Task 2: Modify the FWKTEST User

You need to modify an existing user account on your server. That user account is FWKTESTER.

1. Login to the E-Business Suite as SYSADMIN/SYSADMIN

2. From the Home Page, select the

a. System Administrator responsibility

b. Security : User > Define form

3. When the Users form open, do the following:

a. Press the F11 key to start the query.

b. Type FWKTESTER into the User Name field.

c. Press the CTRL-F11 key to execute the query.

d. Tab to the Password field, and type ORACLE as the password.

e. Press the Tab key, which will return to the Password field. Re-enter ORACLE as the password.

f. In the Direct Responsibilities region, click any listed responsibility, and then click the New button on the button bar as shown.

g. Add the responsibility, OA Framework ToolBox Tutorial, to the FWKTESTER user.

h. Click the New button.

i. Add the responsibility, OA Framework ToolBox Tutorial Labs, to the FWKTESTER user.

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j. Click the Save icon on the button bar to commit your changes.

k. Close the forms-based window, and return to the E-Business Suite homepage.

l. Logout of the E-Business Suite instance.

4. Login to the E-Business Suite instance as FWKTESTER/ORACLE.

5. You are logging in to the FWKTESTER responsibility for the first time. E-Business Suite will require you to change the password. Change the password to FWKDEV.

6. You will go to the E-Business Suite home page, which should look similar to the following:

7. You can now exit the E-Business Suite instance.

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Task 3: Set-up the NX Client on Your Classroom PC

1. Double-click the NX Client for Windows icon. Or, if your system is already set-up, double-click the specific NX Client session icon.

2. If not already set-up, the NX Connection Wizard will open. Click the Next button to continue with the NX Connection Wizard.

3. Set your Session to the same as your SID name. Set your Host as indicated by your instructor. Set the Internet Connection Type slider to WAN. Click the Next button.

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4. Accept the defaults on the page. Click the Next button to continue.

5. Accept the defaults on the final page. Click the Finish button to continue. (Note: You can ignore any screens that appear after you click the Finish button. If necessary, click the OK buttons on any screens that might appear.)

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Task 4: Open the NX Client on Your Classroom PC

1. Your desktop should appear similar to the following:

2. Double-click the Session icon (vx0321, as an example).

3. The Login user default is nxuser1, and that is correct. The password is oracle. Click the Login button to login to your server. When the NX Client finally logs in, you will see a screen similar to the following:

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Task 5: Unzip Tutorial.zip

1. Open a terminal window. Click the terminal window icon in the toolbar at the bottom of the window.

2. A terminal window will open, and it will look similar to the following:

3. At the command prompt input the following commands:

mkdir jdevhome

cd jdevhome

unzip /JDev/jdevbin/Tutorial.zip

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Task 6: Set Your JDeveloper Environment

1. Continuing in the same terminal window, input the following command:

export JDEV_USER_HOME=/home/nxuser1/jdevhome/jdev

2. You can also set your E-Business Suite environment at this point. In the terminal window, input the following command:

. /appltop/apps/apps_st/appl/VX0321_vx0321.env

Note: The example command shown assumes that the SID is VX0321, and the Host is vx0321 (without the .us.oracle.com, in the complete path). Your SID and Host names will change.

Note: While difficult to discern in print, there is a in the command shown between the . (period) and the /appltop directory path.

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Task 7: Start JDeveloper

1. Continuing in the same terminal window, input the following command:

/JDev/jdevbin/jdev/bin/jdev&

Note: It is important to include the ampersand (&) at the end of the command to allow your terminal window to continue to be used.

2. If the migration window appears, click the No button.

3. JDeveloper 10g with OA Extension will load, and it will appear similar to the following:

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4. Deselect the Show tips at startup checkbox.

5. Click the Close button.

6. Hover over the Start Page tab, and the (X) (Close) icon will appear. Click the Close icon to close the Start Page.

7. Minimize JDeveloper to complete Task 7.

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Task 8: Get the DBC File

1. In the terminal window, input the following commands:

cd $JDEV_USER_HOME/dbc_files/secure

cp $INST_TOP/appl/fnd/12.0.0/secure/VX0321.dbc ./

Note: The cp (copy) command is an example. Your DBC file will be named based on the SID for your instance.

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Task 9: Test Your JDeveloper Workspace and Project

1. Maximize JDeveloper.

2. From within JDeveloper, do the following:

(Menu) File > Open

Double-click the myprojects folder icon to drill-down to that directory.

Double-click the toolbox.jws file icon to open that specific workspace.

3. When you open the workspace, you may encounter the Migration Warning window. If you do, click the Yes button to continue.

4. If you encountered the Migration Warning, when the migration is complete you will see the Migration Progress window. Click the OK button to continue.

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5. You may encounter the Business Components Upgrade window. If you do, click the OK button to continue.

6. If you encountered the Business Components Upgrade window, when the upgrade is complete you will encounter the Connections warning. This is expected behavior. You have not yet defined a database connection for JDeveloper to test your BC4J objects. Defining this database connection will be the next step we perform. Click the OK button to continue.

7. JDeveloper will open the toolbox workspace. It will appear similar to the following:

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8. Expand the toolbox workspace. Click the [+] icon beside toolbox in the Applications Navigator window.

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Task 10: Set-up Your Database Connection

1. Click the Connections tab, and open the Connections panel.

2. Right-click the Database folder, and select New Database Connection.

3. The Create Database Connection wizard will open. Click the Next button to continue.

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4. Set the Connection name to your SID.

5. Click the Next button.

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6. Set the username to apps.

7. Set the password to apps.

8. Click the Next button to continue.

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9. Set the Host Name to your host name.

10. Set the SID to your SID.

11. Click the Next button to continue.

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12. Click the Test Connection button.

Note: You should see a Success! message in the Status: window. If you do not see the Success! message, click the Back button, resolve any errors in the settings, and return to the test screen to click the Test Connection button. Do not click the Finish button until you receive the Success! message.

13. If the test was a success, click the Finish button.

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14. When you exit the Create Database Connection wizard, you will return to the Connections panel. It will appear as follows:

Note: You have two connections. The connection you just created (VX0321, as an example) and fwk12dev. Fwk12dev is a default connection provided in JDeveloper. It will not work. You can delete this connection if you like. Otherwise, just ignore it.

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Task 11: Set Your Project Properties

1. Click the Applications Navigator tab to open the Applications Navigator panel.

2. Double-click the Tutorial project, or right-click the Tutorial project, and select Project Properties. This will open the Project Properties window that appears similar to the following:

Note: If a migration window appears, click the OK button. You can safely ignore any warning messages.

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3. Click the Business Components category. It will appear similar to the following:

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4. Select your Connection (for example, VX0321) from the poplist.

5. Click the Edit button.

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6. When the Edit Database Connection window opens, click the Test tab.

7. Click the Test Connection button.

8. You should see the Success! message.

9. Click the OK button to return to the Project Properties page.

10. Expand the Oracle Applications category, within the Project Properties window, by clicking the [+] icon.

11. When you expand this category for the first time, you may get the following Login window. Accept the defaults, which are User Name is apps, and Password is apps.

12. Click the OK button to continue.

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13. Select the Runtime Connections subcategory. Your screen should look similar to the following:

14. The DBC File Name is initially blank. You can either input the path directly, or you can browse for the specific DBC file. At the end, the DBC File Name field should contain:

/home/nxuser1/jdevhome/jdev/dbc_files/secure/VX0321.dbc

15. The User Name is FWKTESTER.

16. The Password is FWKDEV.

17. The Application Short Name is AK.

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18. The Responsibility Key is FWK_TBX_TUTORIAL.

Note: A full discussion of E-Business Suite security is beyond the scope of this course. You will learn more about E-Business Suite security later in the course. At this point, it is enough to know two things. One, these values will work. Two, the Application Short Name and Responsibility Key could be any value provided that the User Name being referenced has those values in its definition.

19. Click the OK button.

20. Click the Save All icon, or using the menu choose (Menu) File > Save All, to save your work.

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Task 12: Test Your JDeveloper Set-up

1. Expand the Tutorial project folder.

2. Right-click the test_fwktutorial.jsp file, and choose Run from the context menu.

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Note: Ignore any warning messages. Click the OK button on any migration/upgrade window. The first time any page runs in JDeveloper, it takes longer. Several files need to be compiled. Numerous files need to be deployed to allow JDeveloper with OA Extension to operate properly. After the first run, all subsequent test runs will complete much faster.

3. Click the Hello, World! link.

4. When you see a screen similar to the following, you know that you have correctly installed JDeveloper 10g with OA Extension, and you have configured it to work properly with your E-Business Suite instance.

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Task 13: Optional Personal Set-up

1. The task that follows is optional, but it will significantly add to your development productivity. While optional, these changes are strongly recommended.

2. You will be setting up your user account so that when a terminal window is opened that the JDEV_USER_HOME environment variable is automatically set. It will also automatically set the E-Business Suite environment. And, it will create an alias, JDev, which will give you a shorthand means of invoking JDeveloper.

3. Open the terminal window, and input the following commands: vi .bashrc i (just press the i key, it will put vi into insert mode)

(Once in insert mode, add these lines) export JDEV_USER_HOME=/home/nxuser1/jdevhome/jdev . /appltop/apps/apps_st/appl/VX0321.env alias JDev=/JDev/jdevbin/jdev/bin/jdev& (press the Escape key) (type :wq, and press the Enter key

(This will save your work, and exit vi)

4. Close the terminal window, and reopen a new terminal window. Your environment will automatically be set, and you can type JDev to start-up JDeveloper.

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Lab 3

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Step 1. Setup your environment for OA Framework development

Step 1.1: Create the new workspace.

1. Select File > New to open the New Gallery. 2. Select Workspace Configured for Oracle Applications. 3. Click the OK button. 4. Set the File Name to ClassLabs.jws. 5. Confirm that the Directory Name is set to your

JDEV_USER_HOME/myprojects.

Note: This is the default. So, you only need confirm that it is set as expected.

6. Select the Add a New OA Project checkbox. 7. Click the OK button.

Step 1.2: Create the new project.

1. Click the Next button when the Oracle Applications Project Wizard Welcome page opens.

2. Set the Project Name to ClassProject. 3. Confirm that the Directory Name is set to your

JDEV_USER_HOME/myprojects.

Note: This is the default. So, you only need confirm that it is set as expected.

4. Set the Default Package to oracle.apps.ak.. Note: You can use any unique identifier in place of . It simply assures no overlap of student files. For example, for demonstration, I will set the Default Package to oracle.apps.ak.instructor.

5. Click the Next button. 6. At the Database Connection step, Click the Next button to bypass this page. 7. Set the DBC File Name, using the Browse button, to point to the proper DBC

file as directed by your instructor. 8. Click the Next button. 9. Click the Finish button.

10. Click the Save All icon, to save your progress.

Step 1.3: Create (or edit) the database connection.

1. Select the Connections Navigator tab. 2. Right-click the Database folder, and choose New Database Connection. 3. Click the Next button when the Create Database Connection Welcome

page opens.

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4. Set the Connection Name to something unique. It is recommended, for simplicity, that you name the connection the same as the E-Business Suite database SID which you are using for class.

5. Click the Next button. 6. Set the Username to apps. 7. Set the Password to apps. 8. Click the Next button. 9. Set the Host Name to the information provided by the Instructor or contained

in your DBC file.

Note: You obtained and downloaded your DBC file in the set-up you have already completed. Your DBC file should not be located in JDEV_USER_HOME/dbc_files/secure.

10. Set the JDBC Port to the information provided by the Instructor or contained in your DBC file. Generally, the port is 1521.

11. Set the SID to the information provided by the Instructor or contained in your DBC file.

12. Click the Next button. 13. Select the Test Connection button. 14. Look for a status of Success!. If you receive a successful test connection,

Click the Next button. If not, check your connection information, and ask your instructor for assistance.

15. Click the Finish button. 16. Select the Applications Navigator tab.

Step 1.4: Set your projects Run Options.

1. Select the Applications Navigator tab. 2. Double-click ClassProject to open the Project Properties window.

Note: You can also right-click the project, and select Project Properties from the context window.

3. Expand the Oracle Applications category in the menu panel on the left. 4. Choose Oracle Applications > Run Options. 5. Shuttle OADiagnostics from Available Options to Selected Options using the

> button. 6. Click the OK button. 7. Save your process by selecting the Save All icon.

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Step 2. Create the Model-layer Components

Step 2.1: Create your Application Module (AM)

Every OA Framework page has to have a connection to the E-Business Suite database. The BC4J component that holds the connection and transaction is called an Application Module.

1. Right-click the ClassProject project, and choose New from the context menu. 2. Select Business Tier > ADF Business Components > Application Module. 3. Click the OK button to open the Create Application Module wizard. 4. Click the Next button at the Create Application Module Welcome page. 5. Set the Package to oracle.apps.ak..first.server.

Note: Make certain the package name is set properly. Carefully read any defaults that may have been entered automatically.

6. Set the Name to FirstAM. 7. Click the Next button. 8. Click the Next button. Currently you have not defined any View Objects

(VOs); so, there are no VOs available to add to the AM at this time. 9. Click the Next button. Your AM is not going to reference another AM. 10. Select the Application Module Class: FirstAMImpl, Generate Java File(s)

checkbox. 11. Click the Next button. 12. Click the Finish button. 13. Select the Save All icon. 14. Expand the Application Sources. 15. Expand the oracle.apps.ak..first.server package. 16. If you dont see this package in the Applications Navigator, you need to

change the Level display to at least 6.

17. Note that when you expand your oracle.apps.ak..first.server, you will see your newly created FirstAM.

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18. Note that the AM created three (3) files noted in the Sources folder of the Structure panel. Those files are

a. FirstAM.xml the declarative (XML-based) components of the AM. b. FirstAMImpl.java the programmatic (Java-based) components of the

AM. c. bc4j.xcfg the XML configuration which lists all the BC4J components

in your project. 19. Save your work.

Step 2.2: Create your Entity Object (EO)

While you only need an Entity Object on an OA Framework page if that page is going to do an Insert, Update, or Delete, you are going to create an EO for this page as a building block to future work.

1. Right-click the ClassProject project, and choose New from the context menu. 2. Select Business Tier > ADF Business Components > Entity Object. 3. Click the OK button to open the Create Entity Object wizard. 4. Click the Next button at the Create Entity Object Welcome page. 5. Set the Name to FwkTbxAddressesEO. 6. Set the Package to oracle.apps.ak..schema.server.

Note: The default package name is not correct. You will have to enter this package name manually.

7. In the Schema Object field, type the value, FWK_TBX_ADDRESSES.

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Note: If the Database Objects is inactive (grayed out), then you need to reset your projects database connection. Follow these steps.

a. Select the Cancel button to exit the Create Entity Object wizard. b. Double-click the ClassProject project to open the Project Properties

windows. c. Select the Business Components category. d. In the Connection field, select the drop-down box, and select your

database connection from the list. e. Select the Edit button to open the Edit Database Connection

window. f. Select the Test tab. g. Select the Test Connection button. h. Test the connect for a Success! status. i. Click the OK button. j. Click the OK button. k. Repeat Steps 1-7. This time the Database Objects should not be

inactive (grayed out).

8. All of FWK_TBX_ADDRESSESs table columns should be listed. If you dont see the columns, do this.

a. Select the New From Table button. b. Shuttle all of the columns from Available to Selected using the >>

button. c. Click the OK button.

9. Click the Next button on Step 2 of 5. 10. Click the Next button on Step 3 of 5. 11. Select the following checkboxes:

a. EOImpl: Generate Java File b. Accessors c. Validation Method d. Create Method e. Remove Method

12. Click the Next button on Step 4 of 5. 13. Click the Next button on Step 5 of 5. 14. Select the Finish. 15. Note: Are you seeing lots of files in your Applications Sources that arent

yours? If you want to see just your files, here is what you do. a. Double-click ClassProject to open the Project Properties window. b. Select the Project Content category. c. In the Include/Exclude window, you will probably note that it currently

shows (All), and the Include Content Subfolders is checked. d. Click the Add button in the Included section. e. In the Add Include Filter, expand oracle > apps, and then select the ak

folder. f. Click the OK button. g. Click the OK button.

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h. Now you should just see your files in the Applications Navigator. 16. Save your work.

Step 2.3: Create your View Object (VO)

According to Oracle Applications Development standards and just good programming practice, your VO should include only the attributes (columns) that are going to appear in the UI. So, you will create a VO, linked to your previously created EO, that includes just a few of the columns from the table.

1. Right-click the ClassProject project, and choose New from the context menu. 2. Select Business Tier > ADF Business Components > View Object. 3. Click the OK button to open the Create View Object wizard. 4. Click the Next button at the Create View Object Welcome page. 5. Set the Package to oracle.apps.ak..first.server. 6. Set the Name to AddressesVO. 7. Select the Rows Populated by a SQL Query with: radio button. 8. Select the Updatable Access through Entity Objects radio button. 9. Click the Next button on Step 1 of 7. 10. Expand the oracle.apps.ak..schema.server package. 11. Select the FwkTbxAddressesEO, and shuttle it to the Selected pane. 12. Click the Next button on Step 2 of 7. 13. Select the AddressId, AddressLine1, AddressName, and TownOrCity, and

shuttle them to the Selected pane. Note: It also creates a RowID in the Selected pane. This is expected behavior. Use the Up and Down arrows in the Selected pane to order them as AddressId, AddressName, AddressLine1, TownOrCity, and RowID.

14. Click the Next button on Step 3 of 7. 15. Click the Next button on Step 4 of 7. 16. Click the Next button on Step 5 of 7. 17. Click the Next button on Step 6 of 7. 18. Deselect the AddressesVOImpl: Generate Java File checkbox. 19. Select the AddressesRowVOImpl: Generate Java File and its Accessors

checkboxes. Note: You select these as part of adhereing to Oracle Applications Development standards that allow extensibility.

20. Click the Next button on Step 7 of 7. 21. Click the Finish button. 22. Save your work.

Step 2.4: Add your VO to your AM

All VOs must be contained within an AM. In this exercise, your AM is FirstAM. You need to add the EmployeesVO to your FirstAM.

1. Expand Applications Sources > oracle.apps.ak..first.server. 2. Double-click FirstAM to open the Application Module Editor. 3. Select the Data Model category (if not already selected by default).

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4. Select AddressesVO from the Available View Objects pane, and shuttle it to the Data Model pane.

5. Notice that when shuttled, AddressesVO becomes AddressesVO1. This is expected behavior. You are taking the VO from just a definition to a instance of that definition.

6. While we are in the AM Editor, you need to change one other setting. Select the Custom Properties category.

7. Set the Name to RETENTION_LEVEL. 8. Set the Value to MANAGE_STATE. 9. Select the Add button to add this custom property.

Note: While not critical at this point, it is part of enabling Passivation on an OA Framework page. All AMs should be set this way.

10. Click the Apply button. 11. Click the OK button. 12. Save your work.

Step 2.5: Test your BC4J objects

1. Right-click your FirstAM, and choose Test from the context menu. 2. This opens the Oracle Business Component Browser. Select the Connect

button. 3. Double-click the AddressesVO1 in the BC4J browser. 4. This will query the database, and return the records associated with your VO

(which is just a SQL SELECT). 5. You can use the navigation keys in the BC4J browser to explore the records. 6. You can, but you shouldnt, create new Employees. Why shouldnt you?

Because your VO only contains four (4) fields. There is other data that is required for this table. If you insert a record, you will corrupt the FWK_TBX_ADDRESSES table.

7. Close the BC4J browser by selecting the [X] at the top of the window. 8. Save your work

To this point, you can only test your progress with the BC4J browser. You have yet to create any View-layer (UI) components.

To this point, your ClassProject should look as follows:

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Step 3. Create the View-layer Components

Step 3.1: Create your page (PG)

1. Right-click the ClassProject project, and choose New from the context menu. 2. Select Web Tier > OA Components > Page. 3. Set the Name to FirstPG. 4. Set the Package to oracle.apps.ak..first.webui 5. Click the OK button. 6. FirstPG is created. It is selected in the Applications Navigator panel, and it is

shown in detail in the Structure panel. Additionally, the Property Inspector opens.

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7. In the Structure panel, select region1. Then, using the Property Inspector, set the following properties for this region.

a. ID: PageLayoutRN b. AM Definition: Use the () to browse for your FirstAM.

(oracle.apps.ak..first.server.FirstAM c. Window Title: First Page d. Title: FWK_TBX_ADDRESSES Query

8. Save your work. 9. To test your work, right-click FirstPG.xml in the Applications Navigator or

Structure panel, and choose Run from the context menu. Your page should appear as follows:

10. While this isnt much, it is your first OA Framework page. Now, lets make it do something.

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Step 3.2: Create your query region

A very common process on OA Framework pages within the E-Business Suite is a query page. This is so common that a special UI object, the query bean, has been created to handle this task. A query bean consists of two regions, the query region and the results table.

1. In the Structure panel, right-click on the PageLayoutRN, and choose New > Region from the context menu.

2. In the Property Inspector, change the properties of region1 as follows: a. ID: QueryRN b. Region Style: query c. Construction Mode: resultsBasedSearch d. Include Simple Panel: true e. Include Views Panel: true f. Include Advanced Panel: true

3. Save your work. 4. Right-click the QueryRN in the Structure panel, choose New > Region Using

Wizard to open the Create Region wizard. a. Click the Next button at the Welcome page. b. Select your FirstAM from the drop-down list of Application Modules. c. Select your AddressesVO1 in the Available View Usages. d. Click the Next button. e. Set the Region ID to ResultsRN. f. Set the Region Style to table from the drop-down list. g. Click the Next button. h. Shuttle all the attributes from Available View Attributes to Selected

View Attributes using the >> button. i. Click the Next button. j. Select the Style field for AddressId, and choose messageStyledText

from the drop-down list. k. In the Step 4 of 4: Region Items table, select the Attribute Set field for

the AddressName attribute. Click the search (flashlight) icon. l. Select the Browse button for Attribute Set. m. Select Entire MDS XML Path for the radio button. n. Select the Browse button. o. Using the Package Browser, expand down to oracle > apps > fnd >

framework > toolbox > attributesets, and then Click the OK button. p. Select the Search button. It lists all the associated attribute sets. Note

that some of the attribute sets are named, FwkTbxEmployees, and have been created specifically for the FwkTbxEmployees table. You will most likely need to drag-expand the Fully Qualified Name column to see all the names. Select the /oracle/apps/fnd/framework/toolbox/attributesets/FwkTbxAddresses/AddressName attribute set.

q. Click the OK button to return.

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r. Select the Style field for AddressName, and choose messageStyledText from the drop-down list.

s. Repeat steps k - r for the AddressLine1 and TownOrCity attributes, selecting the proper attribute set for each. The values are:

/oracle/apps/fnd/framework/toolbox/attributesets/FwkTbxAddresses/AddressLine1

/oracle/apps/fnd/framework/toolbox/attributesets/FwkTbxAddresses/TownOrCity

t. Click the Next button. u. Click the Finish button to create your results table.

5. Save your work. 6. Select ResultsRN in the Structure panel, and using the Property Inspector,

set the following properties: a. Additional Text: Addresses Table b. Width: 100% c. User Personalization: True

7. Select AddressId in the Structure panel, and using the Property Inspector, set the following properties:

a. Search Allowed: True b. Sort Allowed: True c. Initial Sort Sequence: first d. Selective Search Criteria: True e. User Personalization: True

8. Select AddressName in the Structure panel, and using the Property Inspector, set the following properties:

a. Search Allowed: True b. Sort Allowed: True c. Selective Search Criteria: True d. User Personalization: True

9. Select AddressLine1 in the Structure panel, and using the Property Inspector, set the following properties:

a. Search Allowed: True b. User Personalization: True

10. Select TownOrCity in the Structure panel, and using the Property Inspector, set the following properties:

a. Search Allowed: True b. Sort Allowed: True c. User Personalization: True

11. Save your work. 12. Right-click FirstPG.xml in the Applications Navigator or Structure panel, and

choose Run from the context menu. Your page should appear as follows:

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13. Explore the page. Note the following a. You can sort on the AddressId and Name columns by clicking the

column heading. b. If you click on the column heading a second time, it will change the

sorting from ascending to descending or descending to ascending. c. Select the Advanced Seach button.

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d. Note the Save Search button. This is on the page because we set the User Personalization property on the ResultRN and its items to True.

e. For advanced challenge, create a User Personalization on your query page.

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This is a powerful technique. You can use this as a template to create a query page for any table within an E-Business Suite instance, assuming that the E-Business Suite user and password you are using for your project has the proper access.

Wheres the Controller? The Query Bean encapsulates the controller within the UI component. There is no need to write an additional controller. This reinforces the notion from the Basics of the Controller lesson. Only write a controller when you are required to do so.

Congratulations! You have now completed your first OA Framework page.

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Lab 4

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Task 1: Create a new responsibility for iExpenses

1. Log into Oracle Applications with user name SYSADMIN and password SYSADMIN. Your instructor will provide you with the URL to login to the E-Business Suite instance assigned to your class.

2. Select the System Administrator responsibility.

3. Select Security: Responsibility > Define from the Navigator.

4. Create a new Responsibility with the following values. Replace XXX with your terminal number as noted above.

Responsibility Name: XXX_iExpenses

Application: Payables

Responsibility Key: XXX_IEXPENSE

Available from radio button: Oracle Self Service Web Applications

Data Group Name: Standard

Data Group Application: Payables

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Menu: Expenses Main Menu

Securing Attributes: ICX_HR_PERSON_ID (Oracle iProcurement). Everything else can be left blank.

Save your work.

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Task 2: Create a new responsibility for Manager Self Service

1. Create a new Responsibility with the following values.

Responsibility Name: XXX Manager Self Service

Application: Human Resources

Responsibility Key: XXX_MGR_SELFSERVE



Data Group Application: Human Resources

Menu: Manager Self Service (Note: No hyphen in Self Service.) Everything else can be left blank.

Save your work.

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Task 3: Create a new responsibility for iProcurement

1. Create a new Responsibility with the following values. Replace XXX with your terminal number as noted above.

Responsibility Name: XXX iProcurement

Application: Oracle iProcurement

Responsibility Key: XXX_IPROCUREMENT



Data Group Application: Oracle iProcurement

Menu: Internet Procurement Home

Save your work.

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Task 4: Create Your User

Create your own username that you will use for most of the following labs. Navigate to Security: User > Define.

1. Create a new user with the following values.

User Name: XXX_USER

Password: WELCOME (re-enter to verify)

Password Expiration: None

Person: Stock, Ms. Pat (Note: To put this Person into the field, type Stock into the field, and then press the TAB key. A pop-up will open allowing you to select Pat Stock. There may be several Pat Stocks in the instance. You need to select the one that is employee number 24. Accept the error/warning you get when associating Pat with your new user because this person is associated with several user names.)

2. Assign the following responsibilities to your user:

Application Developer

Functional Administrator

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System Administrator

System Administration

Preferences SSWA

XXX_iExpenses

iExpenses

XXX Manager Self Service

Manager Self Service V3

Sourcing Super User

iProcurement

XXX iProcurement

Customizing Look and Feel Administrator

OA Framework ToolBox Tutorial Labs

OA Framework ToolBox Tutorial

3. Save your work.

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Task 5: Test your own User

1. Close the form, and return to the Personal Home Page.

2. Click the Logout link at the top of the Personal Home Page.

3. Return to the login page.

4. Use your new login and password (WELCOME) to log in again. You will be prompted to change your password.

5. Your new password is: _________________________________

6. Verify that you have the correct Responsibilities displayed.

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Task 6: Set Profile Options

Before you can do administrator-level personalizations such as seeding user views, adding items, and so on, you need to set three profile options. There are two ways you can set system profile option values: the Profiles page in the Functional Administrator responsibility and the System Profiles form in the System Administrator responsibility.

1. Select the Functional Administrator responsibility.

2. Navigate to the Core Services tab, and the Profiles subtab.

3. There are three profile options to set.

Profile Name Value Personalize Self-Service Defn Yes FND: Personalization Region Link Enabled Yes FND: Diagnostics Yes

4. Query the Personalize Self-Service Defn profile option for your user.

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5. Select the Update Value icon or the Define Profile Values button.

6. Initially, you come to the profile value at the Site level. You are not going to change the Site value. You are going to change the User level. So, select the User tab.

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7. Your user is not yet defined. So, you will need to add it. Select the Add Another Row button.

8. Type your user, XXX_USER, into the User field, and assign it the value of Yes.

9. Select the Update button to save your setting.

10. Repeat steps 4 9 for the FND: Diagnostics and FND: Personalization Region Link Enabled profile options.

11. When you are complete, return to the Home Page. Your new Home Page should look similar to the following:

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This appears on the page due to the Personalize Self-Service Defn profile option.

These appear on the page due to the FND: Diagnostics profile option.

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These appear on the page due to the FND: Personalization Region Link Enabled profile option.

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Task 7: Learn the Administrator-level Personalization UI

From here on, you will do administrator-level personalizations.

1. Select your XXX_iExpenses responsibility.

2. Select the Expense Reports subtab.

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3. Select the Personalize Page link at the top of the page.

4. Examine the Personalization hierarchy page.

Note the context of your personalization.

View the hierarchy in Simple mode. Note that some Reorder and Create Item icons are disabled (grayed out).

View the hierarchy in Complete mode. Note that the Reorder and Create Item icons are now enabled.

Select Expand All to see the entire region and item hierarchy of the Expense Reports page.

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Task 8: Create Administrator-seeded User-level Personalizations

1. Still within the Administrator Personalization UI, scroll down the Personalization Structure until you find the Advanced Table: List of expense r... region inside the QueryRN region.

2. Select the Seeded User Views icon (eyeglasses) to go to the Personalize Views page.

3. Select the Create View button to go to the Create View page.

4. Set the View Name to XXX Admin: Paid Expense reports 2002-2003.

5. Set the Number of Rows Displayed to 20 Rows.

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6. Remove the Name, Report Submit Date, and Due Date columns.

7. Set the query criteria to have the Report Date to after 31-Dec-2001.

8. Add another criteria field by setting the Add Another field to Report Date, and clicking the Add button.

9. Set the new query criteria to have the Report Date to before 01-Jan-2004.

10. Add another criteria field by setting the Add Another field to Report Status, and clicking the Add button.

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11. Select the Show table data when all conditions are met radio button.

12. Set the new query criteria to have the Report Status of Paid.

13. Click the Apply button to return to Personalize Views page.

14. Click the Apply to return to Personalize Page: Expense Reports.

15. Click the Return to Application link to return to the Expense Reports page.

16. Click the Views button to get to the Views page, select your new view from the poplist, and select Go. You should see results similar to the following:

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Task 9: Test Your Administrator-seeded Personalizations

1. Select the Home link at the top of the page.

2. Select iExpenses responsibility. (Note: This is the original iExpenses responsibility, not your new XXX_iExpenses responsibility.)

3. Navigate to the Expense Reports subtab.

4. Select the Views button.

5. Verify that all three views are still available from the poplist.

6. Select the Logout link at the top of the page.

7. Login as MFG with password WELCOME.

8. Select the iExpenses responsibility.

9. Navigate to the Expense Reports subtab.

10. Select the Views button.

11. You should only see your Administrator-seeded User-level Personalizations. You will not see the user-level personalizations you created for your XXX_USER user.

12. Select the Logout link at the top of the page.

13. Login as your XXX_USER user.

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Task 10: Add a Tip to a Page

In this task you will add a tip to the bottom of a page. Tips are useful for adding extra information specific to your user community. Tips can be added to any region in the page.

1. Login using your own username, if you arent already login in that way.

2. Select your XXX_iExpenses responsibility.

3. Stay on the Expenses Home subtab. Do not go the Expense Reports subtab.

4. Select the Personalize Page link in the upper right corner of the screen.

5. Select the Complete View radio button in the Personalization Structure region.

6. Select the Create Item icon on the Page Layout: Expenses Home row in the Personalization Structure region.

7. Check that the Level is set to Function: OIE Home Page.

8. Change the Item Style of your new item to Tip.

9. Set the ID property to XXX_Tip.

10. Set the Text property to XXX This is a new tip.

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11. Select Apply button to return to the Personalization Structure page.

12. Select the Return to Application link.

13. Select the Personalize Page link.

14. Select the Personalize icon (not the Update Item icon) for your new tip. (Tip: XXX This is a new tip).

15. Personalize your new tip so that it is rendered only at the responsibility level for your responsibility. Use the Choose Levels Displayed button to display only the Function level and the Responsibility level. Select the Apply button when complete.

16. Note: Selecting and reducing the number of levels, with the Choose Levels Displayed button, is one of the most important steps you can take to avoid problems in implementing personalizations. Otherwise, the UI can be too crowded to avoid unintendedly typing something into the wrong property at the wrong level.

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17. Set the Rendered property to false at the Function level and to true at the Responsibility level.

18. Click the Apply button.

19. Click the Return to Application link.

20. Verify that you can see the tip on your page.

21. Click the Home link on the top of the page.


23. Verify that your tip does not appear in this responsibility. If your tip appears, repeat steps 14 21 XXX_iExpenses responsibility.

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Task 11: Add Button links

In this task you will add a button to the bottom of a page. Buttons are useful for providing a link to a destination such as a different page or another web site. Buttons can be added to any region in the page, though some region styles, such as Default Single Column, may control the placement of the button within the region.

1. Select to your XXX_iExpenses responsibility from the Personal Home Page.


3. Select the Complete View.

4. Create a new item on the Page Layout: Expenses Home row in the Personalization Structure region.

5. Change the Item Style of your new item to Button.

6. Set the ID to XXX_Button.

7. Set the Destination URI to http://education.oracle.com.

8. Set the Prompt to XXX Oracle Education.

9. Select the Apply button.



12. Select the Personalize icon (not the Update Item icon) for your new button.

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13. Personalize your new tip so that it is rendered only at the responsibility level for your responsibility. Use the Choose Levels Displayed button to display only the Function level and the Responsibility level.

14. Note: Selecting and reducing the number of levels, with the Choose Levels Displayed button, is one of the most important steps you can take to avoid problems in implementing personalizations. Otherwise, the UI can be too crowded to ensure avoiding unintendedly typing something into the wrong properly at the wrong level.

15. Set the Rendered property to false at the Function level and to true at the Responsibility level.


17. Click the Return to Application link.

18. Verify that you can see the button on your page.

19. Click the Home link on the top of the page.


21. Verify that your button does not appear in this responsibility. If your button appears, repeat steps 12 19 on your XXX_iExpenses responsibility.

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Task 12: Rearrange the Regions on a Page

In this task you will rearrange the regions on the Expenses Home page.

1. Select your XXX_iExpenses responsibility from the Personal Home Page.

2. Click the Personalize Page link.

3. Choose the Complete View.

4. Select the Reorder icon next in the Default Single Column row of the Personalization Structure table.

5. Check the check box for Personalize in the Responsibility region of the Reorder Contents page.

6. Highlight Notifications in the Responsibility region and use the arrows to move Notifications to the top of the region.


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9. The Notifications region is now first on the page.

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Task 13: Add a Column to a Table - Analysis

In this task you will add a column to the Track Submitted Expense Reports region on the Expenses Home page. The column is included in the underlying view object (data source) for this region, but is not currently displayed in the table on the page. The first thing you need to do is determine what column to add to the table.


2. Look at the Track Submitted Expense Reports region and note what columns are in the table.

3. Select About this Page at the bottom of the page to view the details this page.

4. In the Page Definitions region, choose the Expand All link.

5. Note the view object (VO) name, TrackExpenseReportsVO, for the Track Submitted Expense Reports region in the first table of About this Page. You will need the exact name, including case, later in this lab.

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6. Show the Business Component References Details just below the Page Definition table.

7. Scroll down to the View Objects table and find the information for the TrackExpenseReportsVO. Select the link.

8. Scroll down past the query to the Attributes table, and determine what column you would like to add to the table. For this task we will add CurrencyCode to the table. Note the exact attribute name including case, as we will need it later in this lab.

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9. Select the Return to About Page link in the lower left corner of the screen.

10. Select Return to Page: Expenses Home link.

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Task 14: Add Column to the Table

Now that you know what column to add to the Track Submitted Expense Report Region, use personalization to add the column.

1. Select the Personalize Track Submitted Expense Reports link to enter the personalization pages.

2. You do not need to choose the Complete View, it is chosen by default.

3. Select the Create Item icon in the Table: Track Submitted E row.

4. Select Message Styled Text from the list for Item Style.

5. Set the ID property to XXX_CurrCode.

6. Set the Prompt property to XXX Currency Code.

7. Set the View Attribute property to CurrencyCode.

8. Set the View Instance property to TrackExpenseReportsVO.


10. You will return to the Personalization Structure, and see XXX Currency Code added. (Note: You may have to return to the application to see the population of the item.)

11. Now make your new column visible only from your own responsibility. Select the Personalize icon (not the Update Item icon) for your new item.

12. Select the Choose Levels Displayed button.

13. Select just the Function and Responsibility levels to be displayed.


15. Set the Rendered property to false at the Function level and true at the Responsibility level.



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18. Verify that the new XXX Currency Code is in your table.

19. Return to the Personal Home Page, switch responsibilities to the iExpenses responsibility, and return to the Expenses Home page. Verify that your XXX Currency Code column does not appear in the iExpenses responsibility.

20. Return to your XXX_iExpenses responsibility.

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Task 15: Reorder Table Columns

In this task you will reorder the columns to put XXX Currency Code to the right of Report Total in the table.

1. Return to the Home Page, and select your XXX_iExpenses responsibility.

2. Select the Personalize Track Submitted Expense Reports link to enter the personalization pages.

3. Select the Reorder icon in the Table: Track Submitted E table row of the Personalization Structure table.

4. Uncheck the checkbox for Personalize in the Function level of the Reorder Contents page.

5. Check the checkbox for Personalize in the Responsibility region of the Reorder Contents page.

6. Highlight XXX Currency Code in the Responsibility region. Use the arrows to move XXX Currency Code to just below Report Total. (Note: There are two (2) report column fields. Be certain to move it below the second field.)



9. Verify the new order of the XXX Currency Code field in the region.

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Task 16: Personalize Privacy Link Globally Across Pages

In this task you will personalize the Privacy link for all pages, changing both its text and the link to which it points.



3. Select the Choose Context button.

4. Select Shared Region: Privacy Statement from the Scope poplist.


6. Select the Personalize icon for the Link: Privacy Statement item.

7. Select the Choose Levels Displayed button.

8. Select only the Responsibility level to be displayed.


10. Set the Text property to XXX Privacy Statement.

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