|Oracle Content Manager Implementation and Administration Guide|
Part Number E13624-04
This chapter covers the following topics:
Oracle Content Manager (OCM) is dependent on the Oracle Applications that provide the underlying technology stack, schema, and structure.
OCM depends on the following modules:
Oracle CRM Technology Foundation
Oracle Application (OA) Framework
You must complete the following tasks successfully to verify that the CRM applications are working properly:
Create an FND User
Assign AOL Responsibilities to the User
Set Profile Options at User, Application, Responsibility, and Site Levels
Creating a Workflow With Notifications
Create an FND user in the Application Object Library to verify that the CRM applications are working properly. To create an FND user, log into Oracle Applications with the System Administrator responsibility.
For more details on creating users, see Oracle Applications System Administrator's Guide.
For the user to access the HTML application, you must set additional profile options as detailed in the Oracle Applications CRM System Administrator's Guide.
Navigation: Security > User > Define.
After selecting a name from the Person LOV, in the Responsibilities subtab, select the CRM HTML Administration responsibility from the drop-down list and save the user.
To verify that the user is created successfully, log in to the Personal Home page as the newly created user and enter the password when prompted. You should now be able to access the Personal Home Page for this user.
A responsibility defines an application user's current privileges while working with Oracle Applications. When an application user logs in, the user must select a responsibility that grants certain privileges to access functions, run concurrent programs, check reports, and so on.
You can deactivate a user's responsibility at any time by setting the End Date to the current date. To activate the responsibility for the user, change the End Date to a date after the current date, or clear the value in the End Date. For more information on employee management, see Oracle HRMS Enterprise and Workforce Management Guide.
To assign AOL responsibilities to the user, log into Oracle Applications with the System Administrator responsibility.
Prerequisites: An FND user must exist.
Navigation: Security > User > Define
Note: Note: Define the Effective Dates for the responsibility to be active.
A user profile is a set of changeable options that affect the way the application looks and behaves. As a System Administrator, you can control how Oracle Applications operate by setting user profile options to the required values. You can set user profile options at four different levels: site, application, responsibility, and user.
To set up profile options, log into Oracle Applications with the System Administrator responsibility.
Note: You can set default values for profiles at Site level for the application. If you do not set a default value for a profile at any of the four levels, then you get errors when you use Oracle Applications, run reports, or run concurrent requests.
An FND User must exist.
Before changing any settings in Oracle Forms, ensure that all Oracle Applications server processes are up and running. In particular, if you have stopped the concurrent managers before applying Oracle Applications patchsets, then restart them now by changing the value to $COMMON_TOP/admin/scripts, and executing adcmctl.sh <APPS username/APPS password> start.
Navigation: Security > Profile > System
Site value: This field displays the current value for all users at the installation site.
Application value: It displays the current value for all users working under responsibilities owned by the application identified in the Find Profile Values region.
Responsibility value: It displays the current value for all users working under the responsibility identified in the Find Profile Values region.
User value: It displays the current value, if set, for the application user identified in the Find Profile Values region.
To create and run workflow notifications, log into Oracle Applications with the Workflow Administrator responsibility. For more information on workflows, see Oracle Workflow User's Guide.
Navigation: Workflow > Launch Processes
Enter values in the following fields:
Item Key: Enter your name plus a sequence number (for example, jdoe1001).
User Key: You can copy the value from the Item Key field.
Process Name: Enter Document Review.
Process Owner: Your logged in user name populates automatically
Process Owner: Your logged in user name populates automatically.
Send Document: Leave blank.
Document Owner: Select a valid resource name.
Document Reviewer: Select a value from the list of values.
Comments: Enter Workflow Verification.
Response Document: Leave blank.
If there is an error in the status of the workflow, then click Exception in the Result column to see an explanation of the error.
To see a graphical representation of the workflow process, click View Diagram.
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