28271291 Personalizing OA Framework Pages
-
Upload
faizankareem -
Category
Documents
-
view
220 -
download
1
Transcript of 28271291 Personalizing OA Framework Pages
-
7/31/2019 28271291 Personalizing OA Framework Pages
1/52
Copyright 2004, Oracle. All rights reserved.
Personalizing OA Framework Pages
-
7/31/2019 28271291 Personalizing OA Framework Pages
2/52
1-2 Copyright 2004, Oracle. All rights reserved.
Objectives
After completing this lesson, you should be able to do
the following:
Understand the differences between
personalizations and extensions Understand the capabilities of personalizations
Understand Administrator-level personalizations
Understand User-level personalizations
Understand the benefits of personalizations
Complete the OA Framework Personalization lab
-
7/31/2019 28271291 Personalizing OA Framework Pages
3/52
1-3 Copyright 2004, Oracle. All rights reserved.
Agenda
Terminology
Concepts
Administrator-level Personalization
Troubleshooting User-level Personalization
Deploying Personalizations
Translating Personalizations
Hands-on Exercises
-
7/31/2019 28271291 Personalizing OA Framework Pages
4/52
1-4 Copyright 2004, Oracle. All rights reserved.
Terminology
Personalization
Declaratively tailoring UI look-and-feel, layout or
visibility of built-in content to suit a business
need or a user preference
Extension Extending the functionality of an application:
Adding new content or business logic
Extending/overriding existing business logic
Requires JDeveloper OA Extension
-
7/31/2019 28271291 Personalizing OA Framework Pages
5/52
1-5 Copyright 2004, Oracle. All rights reserved.
System Personalization Capabilities
Menus and responsibilities
Cascading Style Sheet (CSS)
FND messages, lookups, etc.
Icons and images Page Personalization
Business preferences
End user preferences
-
7/31/2019 28271291 Personalizing OA Framework Pages
6/52
1-6 Copyright 2004, Oracle. All rights reserved.
Concepts: Personalizations
Personalizations modify the user
interface of a page
Personalizations are layered on
top of the base page at runtime
Base product pages are not
changed
Two types of personalizations
Administratorpersonalizations
End User personalizations
Base Product
Page Definition
PersonalizationDefinition
Personalization
Definition
Personalization
Definition
-
7/31/2019 28271291 Personalizing OA Framework Pages
7/521-7 Copyright 2004, Oracle. All rights reserved.
Concepts: Personalization Levels
Administrator Personalization
Function
Location
Site Organization
Responsibility
End User Personalization
User Views
Base Product
Page Definition
PersonalizationDefinitionPersonalization
DefinitionPersonalization
Definition
-
7/31/2019 28271291 Personalizing OA Framework Pages
8/521-8 Copyright 2004, Oracle. All rights reserved.
Administrator Personalization Features
Tailor text for labels, prompts, and tip messages.
Hide/show components.
Reorder components.
Restrict query results. Add new items: fields, buttons, links, pick lists,
images, and so on.
Tailor graphs and charts.
Seed end-user views.
-
7/31/2019 28271291 Personalizing OA Framework Pages
9/521-9 Copyright 2004, Oracle. All rights reserved.
What Can Be Personalized by
Administrators?
By default, all OA Framework-based pages can be
personalized at the administrator level, with the
following exceptions:
Pages or regions where the application developerhas disabled administrator personalization
Personalizations seeded by Oracle development
cannot be changed or deleted
-
7/31/2019 28271291 Personalizing OA Framework Pages
10/521-10 Copyright 2004, Oracle. All rights reserved.
When Is Personalization Not Enough?
Page personalization has some limitations:
Cannot add a new region to an existing page
Cannot modify business logic such as data
validation
Cannot build new pages
Limited ability to change page flows
You may need to create an extension
Use Oracle 9i JDeveloper with OA Extension
Extend business logic
Build new pages
-
7/31/2019 28271291 Personalizing OA Framework Pages
11/521-11 Copyright 2004, Oracle. All rights reserved.
Admin Personalization: Before and After
-
7/31/2019 28271291 Personalizing OA Framework Pages
12/521-12 Copyright 2004, Oracle. All rights reserved.
Admin-Level: Where Do I Start?
How do I create personalizations?
1. Set profile options for your username
2. Analyze your requirements and options
3. Select the page you want to personalize4. Select Personalize link to enter personalization UI
5. Choose scope and context
6. Create your specific personalization
7. Return to your application page8. Test your changes
9. Deploy to production
-
7/31/2019 28271291 Personalizing OA Framework Pages
13/521-13 Copyright 2004, Oracle. All rights reserved.
Profile Options for Personalization
Enable Diagnostics for analysis
FND: Diagnostics enables About This Page
Enable or disable personalization capabilities
Personalize Self-service Defn enables Personalizelink at top of pages for creation of personalizations
FND: Personalization Region Link Enabled provides
additional Personalize links for every region on a
page (optional)
Disable Self-service Personal disables ALLpersonalizations for support purposes
-
7/31/2019 28271291 Personalizing OA Framework Pages
14/521-14 Copyright 2004, Oracle. All rights reserved.
Analysis
Use the About This Page feature to analyze:
Existing personalizations
Regions in the page
View objects (underlying data sources) used in thepage
Menu and function structures used for navigation to
the page
Current settings of commonly-used profile options
Flexfields available in the page And much more
Use the personalization UI to analyze existing
personalizations.
-
7/31/2019 28271291 Personalizing OA Framework Pages
15/521-15 Copyright 2004, Oracle. All rights reserved.
About This Page
If diagnostics is turned on, the About This Page link
appears on the bottom of every page.
-
7/31/2019 28271291 Personalizing OA Framework Pages
16/521-16 Copyright 2004, Oracle. All rights reserved.
About This Page
Subtabs provide different information.
-
7/31/2019 28271291 Personalizing OA Framework Pages
17/521-17 Copyright 2004, Oracle. All rights reserved.
Navigate to Page and Start Personalizing
In the page you want to personalize, select a
Personalize link (region-level links are turned on).
-
7/31/2019 28271291 Personalizing OA Framework Pages
18/521-18 Copyright 2004, Oracle. All rights reserved.
Select Page to Personalize
Use the Functional Administrator responsibility to
personalize any page in any OA Framework-based
application.
-
7/31/2019 28271291 Personalizing OA Framework Pages
19/521-19 Copyright 2004, Oracle. All rights reserved.
Set Administrator Personalization Scope
Scope - How far the personalization reaches through
the application
A page: any shared regions are only changed for
that page
A shared region: personalizations apply for any
page using that shared region (assuming the
personalization context is valid)
-
7/31/2019 28271291 Personalizing OA Framework Pages
20/521-20 Copyright 2004, Oracle. All rights reserved.
Set Administrator Personalization Context
Context - where and when a personalization applies:
A particular responsibility, organization, location,
site, function (or a combination of these)
-
7/31/2019 28271291 Personalizing OA Framework Pages
21/521-21 Copyright 2004, Oracle. All rights reserved.
Find Object to Personalize
Expand nodes (or Expand All) to find the region or
item you want to personalize.
-
7/31/2019 28271291 Personalizing OA Framework Pages
22/521-22 Copyright 2004, Oracle. All rights reserved.
Optional: Search for Item in Page
If you know which object you want, Search makes it
easy to find.
-
7/31/2019 28271291 Personalizing OA Framework Pages
23/521-23 Copyright 2004, Oracle. All rights reserved.
Create Your Personalization
Select icons to personalize an object.
Personalize (item or region)
Reorder (region)
Create Item (region) Update Item (created items only)
Delete Item (created items only)
Seeded User Views (tables in query regions only)
-
7/31/2019 28271291 Personalizing OA Framework Pages
24/521-24 Copyright 2004, Oracle. All rights reserved.
Modify Object Properties
Change one or more properties of an object.
Set values at multiple levels at one time.
Check inheritance of property values.
Overrride dynamic property settings (SPEL values). Properties vary according to object style.
. . .
-
7/31/2019 28271291 Personalizing OA Framework Pages
25/521-25 Copyright 2004, Oracle. All rights reserved.
Common Properties to Personalize
Properties
Rendered - whether the field exists in the page at
all (either hidden or displayed)
Disabled Required
Initial Value
Records Displayed
Destination URI and/or Destination Function User Personalization
Title, Prompt and/or Text
-
7/31/2019 28271291 Personalizing OA Framework Pages
26/52
1-26 Copyright 2004, Oracle. All rights reserved.
Modify Query Filters
Change query criteria for a region by selecting the icon
for the Query property.
-
7/31/2019 28271291 Personalizing OA Framework Pages
27/52
1-27 Copyright 2004, Oracle. All rights reserved.
Change Sort Order
Change the sort order of table columns where
available.
-
7/31/2019 28271291 Personalizing OA Framework Pages
28/52
1-28 Copyright 2004, Oracle. All rights reserved.
Create a New Item
Select the Add Item icon
for a region.
Choose an item style.
Set properties for thenew item.
-
7/31/2019 28271291 Personalizing OA Framework Pages
29/52
1-29 Copyright 2004, Oracle. All rights reserved.
Common Item Styles to Personalize
Item styles
Message Text Input is a text input field
Message Lov Input is a text input field with list of
values Message Styled Text is a display-only data field
Static Styled Text is boilerplate text on the page
Tip is instructional text in the Tip format
Button links to another page or web site Image lets you add an image (often used as a link)
Formatted text lets you add raw HTML content
-
7/31/2019 28271291 Personalizing OA Framework Pages
30/52
1-30 Copyright 2004, Oracle. All rights reserved.
Connecting a New Item to a Data Source
Use the View Instance and View Attribute properties to
bind a new item to an available data source. Find this
information using About This Page.
View Instance is the view object instance name.
VO)
View Attribute corresponds to the data source
column you want.
-
7/31/2019 28271291 Personalizing OA Framework Pages
31/52
1-31 Copyright 2004, Oracle. All rights reserved.
Return to Your Application Page and Test
Select the Return to Application link to return from the
personalization user interface.
-
7/31/2019 28271291 Personalizing OA Framework Pages
32/52
1-32 Copyright 2004, Oracle. All rights reserved.
Managing Administrator Personalizations
Deleting personalizations
Enabling or disabling personalizations
Translating personalizations
Deploying personalizations (moving from oneenvironment to another)
-
7/31/2019 28271291 Personalizing OA Framework Pages
33/52
1-33 Copyright 2004, Oracle. All rights reserved.
Manage Personalization Levels
You can easily enable, disable, or delete selected
personalizations.
-
7/31/2019 28271291 Personalizing OA Framework Pages
34/52
1-34 Copyright 2004, Oracle. All rights reserved.
Troubleshooting Administrator
Personalizations
Things to check if a personalization does not appear as
expected:
Is the personalization overridden by another
personalization at a different level or an end user
view?
Is the current context the same as the
personalization context?
For example, are you using the responsibility
specified in the context for a personalization? If everything seems correct but personalization
does not take effect
Developer has prevented personalization or may be
overriding it.
-
7/31/2019 28271291 Personalizing OA Framework Pages
35/52
1-35 Copyright 2004, Oracle. All rights reserved.
Troubleshooting Administrator
Personalizations
What to do if a personalization causes the page to have
an error:
If the page can run:
return to the page
select the Personalize Page link
either correct the personalization or delete it using
the Manage Personalization Levels page.
-
7/31/2019 28271291 Personalizing OA Framework Pages
36/52
1-36 Copyright 2004, Oracle. All rights reserved.
Troubleshooting Personalizations
If the page cannot be run at all, use the Application
Catalog page in the Functional Administrator
responsibility
find the personalization
select Manage Levels to go to the Manage
Personalization Levels page
deactivate or delete the personalization.
Last resort: use the PL/SQL package JDR_UTILS to
examine and delete a personalization.
-
7/31/2019 28271291 Personalizing OA Framework Pages
37/52
1-37 Copyright 2004, Oracle. All rights reserved.
Examine Personalizations Using SQL*Plus
As a last resort, use the JDR_UTILS PL/SQL package in
SQL*Plus:
Allows detailed examination of personalization
documents that already exist in MDS Repository
List any personalization documents
Print out existing personalization documents
Print out any translations of personalizations
-
7/31/2019 28271291 Personalizing OA Framework Pages
38/52
1-38 Copyright 2004, Oracle. All rights reserved.
User-level Personalizations
Inquiry pages using query regions can be
personalized to create specific views of data.
Query filters
Order of columns
Column prompts
Hide or show columns
Access personalization UI from Save View or
Personalize button.
-
7/31/2019 28271291 Personalizing OA Framework Pages
39/52
1-39 Copyright 2004, Oracle. All rights reserved.
User-level Personalization Features
Create and save a search.
Tailor table column titles.
Hide/show columns.
Reorder columns. Add a data filter.
Change sorting order.
-
7/31/2019 28271291 Personalizing OA Framework Pages
40/52
1-40 Copyright 2004, Oracle. All rights reserved.
User-level Personalizations
Enter the personalization UI using the Save Search
button if it is available on a Search region.
-
7/31/2019 28271291 Personalizing OA Framework Pages
41/52
1-41 Copyright 2004, Oracle. All rights reserved.
User-level Personalizations: Views
-
7/31/2019 28271291 Personalizing OA Framework Pages
42/52
1-42 Copyright 2004, Oracle. All rights reserved.
User Personalizations: Sort and Filter
Users can change sort orders where available and can
add query criteria to the personalized view.
-
7/31/2019 28271291 Personalizing OA Framework Pages
43/52
1-43 Copyright 2004, Oracle. All rights reserved.
User Personalizations: Column Renaming
Users can rename results table columns and total
them if applicable.
-
7/31/2019 28271291 Personalizing OA Framework Pages
44/52
1-44 Copyright 2004, Oracle. All rights reserved.
User Personalizations: Multiple Views
Users can choose among personalized views and
personalize them further.
-
7/31/2019 28271291 Personalizing OA Framework Pages
45/52
1-45 Copyright 2004, Oracle. All rights reserved.
Users Maintain User Personalizations
-
7/31/2019 28271291 Personalizing OA Framework Pages
46/52
1-46 Copyright 2004, Oracle. All rights reserved.
Default Personalizations for Users
User personalizations can exist at three levels:
Seeded by Oracle development
Created by administrator
Created by end user
-
7/31/2019 28271291 Personalizing OA Framework Pages
47/52
1-47 Copyright 2004, Oracle. All rights reserved.
Deploying Personalizations
Personalizations can be created in a test environment,
then deployed to one or more production
environments.
Create and test your personalizations in a test
database
Export personalizations as XML files
Export tool
Import personalizations to a different database
Import tool
-
7/31/2019 28271291 Personalizing OA Framework Pages
48/52
1-48 Copyright 2004, Oracle. All rights reserved.
Translating Personalizations
XLIFF (.xlf) files allow translations.
Always create initial personalizations in the base
language of the Applications instance.
For a small number of translations
Use Export/Upload Translations buttons on the
Manage Personalization Levels page
-
7/31/2019 28271291 Personalizing OA Framework Pages
49/52
1-49 Copyright 2004, Oracle. All rights reserved.
Translating Personalizations
Importing or exporting personalization translations
in bulk
Use the Export tool to obtain XML files.
Use the XLIFF Extractor to extract translation
information from the page XML files.
Use the XLIFF Importer to load translations into the
database repository.
-
7/31/2019 28271291 Personalizing OA Framework Pages
50/52
1-50 Copyright 2004, Oracle. All rights reserved.
Demonstration
Common personalizations an administrator might do:
Make a field required or not
Hide or show a field
Add a new tip Change a prompt and field order
Changing the destination of the Privacy link
-
7/31/2019 28271291 Personalizing OA Framework Pages
51/52
1-51 Copyright 2004, Oracle. All rights reserved.
Benefits of Personalizations
Personalizations survive upgrades and patches.
Admin-level personalizations are available on any
component.
User-level personalizations are available on
queries.
Administrators can easily disable personalizations
for debugging.
Personalizations can be translated.
Personalizations can be implemented on a testsystem, and they allow for immediate feedback.
-
7/31/2019 28271291 Personalizing OA Framework Pages
52/52
Summary
In this lesson, you should have learned how to:
Understand the differences between
personalizations and extensions.
Understand the capabilities of personalizations.
Understand Admin-level personalizations.
Understand User-level personalizations.
Understand the benefits of personalizations.
Complete the OA Framework Personalization lab.