"To Set Global User Preferences (Oracle Workflow Administrator's Guide)

Oracle Workflow Administrator's Guide
Release 2.6.3
Part Number B10283-02


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To Set Global User Preferences

1. Use a web browser to connect to the Oracle Workflow home page, and then choose the Global Preferences link:

 <webagent>/wfa_html.home

Alternatively, you can connect directly to the Global Preferences web page:

 <webagent>/wf_pref.edit?edit_defaults=Y

<webagent> represents the base URL of the web agent you configured for Oracle Workflow in your Web server.

Attention: These are secured pages, so if you have not yet logged on as a valid user in the current web session, you will be prompted to do so before the page appears.

2. The Global Preferences web page displays a summary of your current global preferences, except for the LDAP password which is not displayed for security reasons. Choose Update to modify these preferences.

3. In the Workflow Administrator field, use the list of values to select the role to which you want to assign workflow administrator privileges. Any user associated with this role can run the Oracle Workflow Find Processes web page, which provides full access to Oracle Workflow's administration features. In addition, any user in the administration role can view any other user's notifications and access the Event Manager web pages.

If you want all users and roles to have workflow administrator privileges, such as in a development environment, enter an asterisk (*) in the Workflow Administrator field. See: Setting Up an Oracle Workflow Directory Service.

Note: To find out which role currently has workflow administrator privileges, without accessing the Global Workflow Preferences page, you can use the following command:

select text
                 from wf_resources
                where name = 'WF_ADMIN_ROLE';

After installing Oracle Workflow, you should change the Workflow Administrator preference from the default setting to the role that you want to have administrator privileges.

For the standalone version of Oracle Workflow, the default setting after installation is an asterisk (*). You can log in as any user to access the Global Workflow Preferences page and specify the preferences you want.

For the version of Oracle Workflow embedded in Oracle Applications, the default setting after installation is SYSADMIN. You must log in as the SYSADMIN user to access the Global Workflow Preferences page and specify the preferences you want.

Note: The SYSADMIN role is different than the role associated with the System Administrator responsibility in Oracle Applications. If you want to assign workflow administrator privileges to this or any other Oracle Applications responsibility, you must set the Workflow Administrator preference to the internal name of the Workflow role associated with that responsibility.

You can query the WF_ROLES view to find the role name for a responsibility. For example, to find the role names for various administrator responsibilities in Oracle Applications, use the following command:

select name, display_name
                from wf_roles
                where display_name like '%Admin%';

If you set the Workflow Administrator preference to the role name of a responsibility, then any Oracle Applications user with that responsibility will have workflow administrator privileges.

4. In the Workflow Web Agent field, enter the base URL of the Oracle web agent you defined for Oracle Workflow in Oracle HTTP Server.

Caution: The list of values fields that are implemented in many of Oracle Workflow's web pages will not function properly unless you specify the base URL of your Oracle Workflow web agent in this field.

The base URL should look like this if you are using Oracle HTTP Server as your Web server:

 http://<server.com:portID>/pls/<DAD_name>

<server.com:portID> represents the server and TCP/IP port number on which your web listener accepts requests and <DAD_name> represents the name of the DAD you configured for the Oracle Workflow database schema.

See your Oracle HTTP Server documentation for more information.

Attention: If you are using the version of Oracle Workflow embedded in Oracle Applications, the value for the Workflow Web Agent is automatically set during installation to the same value as the Applications Web Agent (APPS_WEB_AGENT) profile option. If the Applications Web Agent profile value changes subsequently, you must manually update the value for the Workflow Web Agent preference.

5. The Local System field displays the system name for the database where this installation of Oracle Workflow is located. Oracle Workflow automatically creates the system definition for this database in the Event Manager during installation. The Business Event System treats this system as the local system and all others as external systems. See: Systems, Oracle Workflow Developer's Guide.

Note: The Local System setting is specific to this installation of Oracle Workflow and is not included when Business Event System data is replicated to other systems.

6. In the System Status field, use the list of values to select the Business Event System status that you want to assign to the local system.

Enabled--Subscriptions are executed on all events.

Local Only--Subscriptions are executed only on events raised on the local system.

External Only--Subscriptions are executed only on events received from external systems.

Disabled--No subscriptions are executed on any events.

Note: Oracle Workflow sets the system status to Enabled by default. After you finish setting up the Business Event System, you can change the setting to the status you want for event processing.

Note: The System Status setting is specific to this installation of Oracle Workflow and is not included when Business Event System data is replicated to other systems.

7. If you are implementing Oracle Internet Directory (OID) synchronization, specify the Lightweight Directory Access Protocol (LDAP) server information for the LDAP directory to which you want to connect.

LDAP Host--The host on which the LDAP directory resides.

LDAP Port--The port on the host.

8. If you are implementing OID synchronization, specify the LDAP user account used to connect to the LDAP server. This LDAP user account must have write privileges.

LDAP User Name--The LDAP user. This user name is required to bind to the LDAP directory. For example:

         cn=orcladmin

Old LDAP Password--Enter your current LDAP password. Oracle Workflow validates this password before letting you change it.

New LDAP Password--Enter the new LDAP password you want to use. The password must be at least five characters long.

Repeat LDAP Password--Enter your new LDAP password again in this field to confirm it. You must enter exactly the same value that you entered in the New LDAP Password field.

Note: LDAP password values are masked as asterisks in the display and are stored in encrypted form.

9. If you are implementing OID synchronization, specify the directories for the change log and the user records.

LDAP Changelog Base Directory--The LDAP node under which change logs are located. For example:

         cn=changelog

LDAP User Base Directory--The LDAP node under which user records can be found. For example:

         cn=Base, cn=OracleSchemaVersion

10. If you are using the standalone version of Oracle Workflow, in the Language and Territory fields, use the list of values to select the NLS_LANGUAGE and NLS_TERRITORY combination that defines the default language-dependent behavior and territory-dependent formatting of your users' notification sessions.

11. If you are using the standalone version of Oracle Workflow, in the Date Format field, specify an Oracle Database-compliant date format that defines the default date format for the workflow database sessions of all users. An example of an Oracle Database-compliant date format is DD-Mon-RRRR. If you do not specify a date format, then the date format defaults to DD-MON-YYYY.

Note: Oracle Workflow may include a time element when relevant for certain displayed dates, even if you do not include a time format with your date format. If you specify a time format along with your date format, then in those situations when Oracle Workflow displays a time element, you will see two time elements following your date.

12. Leave the Document Home Node field blank. This functionality is reserved for future use.

13. In the 'Send me electronic mail notifications' field, use the list of values to select a notification preference:

HTML mail with attachments - Send notifications as HTML e-mail with attached links to the Notification Details page. Users must read their mail using an HTML e-mail viewer.

Plain text mail with HTML attachments - Send notifications as plain text e-mail but include the HTML-formatted version of the notifications and links to the Notification Details page as attachments.

Plain text mail - Send notifications as plain text e-mail.

Plain text summary mail - Send a summary of all notifications as plain text e-mail. Users must use the Worklist web page to take action on individual notifications.

Do not send me mail - Do not send the notifications as e-mail. Users must view the notifications and take action from the Worklist web page.

HTML mail - Send notifications as HTML e-mail only, without any standard attachments. If custom attachments have been defined for individual notifications in a process, however, those attachments will still be included. Users must read their mail using an HTML e-mail viewer.

14. Choose OK once you are satisfied with your changes.

Note: These global language, territory, document home node, and notification preferences are saved to the Oracle Workflow Preferences table for a special user name called -WF_DEFAULTS-. The workflow administrator role, workflow web agent, local system, and LDAP information is saved to the Workflow Resources table.


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