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Oracle E-Business Suite Extensions for Oracle Endeca Integration and System Administration Guide
Release 12.1.3.4
Part Number E37993-04
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Oracle Discrete Manufacturing Extensions for Oracle Endeca

This chapter covers the following topics:

Overview

Oracle Discrete Manufacturing Extensions for Oracle Endeca enables you to search and view dashboard metrics related to job status, job delays, component and resource shortage, quantity of scraps, and rejects. You can use the Oracle Endeca Discrete Work Order Search page to view and analyze the data using Key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables. Oracle Discrete Manufacturing Extensions for Oracle Endeca Work Order Search provides:

This chapter provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.1.3.3 for the Oracle Discrete Manufacturing Extensions for Oracle the Endeca application. This supplements the information provided in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1). You must read this document and make note of the requirements before you begin your installation.

Oracle Discrete Manufacturing Extensions for Oracle Endeca User Interface

Endeca Discrete Work Order Search User Interface

Use the Endeca Discrete Work Order Search page to search and view dashboard metrics related to job status, job delays, component and resource shortage, quantity of scraps, and rejects. The page displays information and data graphically and in tabular format. The following graphic displays a partial view of the Endeca Discrete Work Order Search page.

From the MES Supervisor or Work in Process responsibilities, navigate to the Discrete Work Order Search page:

(N) MES Supervisor > Endeca Discrete Work Order Search

(N) Work in Process > Discrete > Endeca Discrete Work Order Search

the picture is described in the document text

Within the Endeca Discrete Work Order Search page, you can search and filter work order information. You can analyze the data and review work order and production metrics, charts, graphs, and tables. The following describes the Endeca Discrete Work Order Search page regions and components:

Region Components
Guided Navigation You can use the Guided Navigation component to filter data using attribute groups. Expand the following attribute groups to view and select attribute names:
  • Work Order Details

  • Work Order Quantities

  • Work Order Dates

  • Sales Order Details

  • Bill Details

  • Routing Details

  • Project Details

  • Operation Details

  • Operation Quantity

  • Operation Dates

  • OSP Details

  • OSP Quantity

  • OSP Dates

  • Component Details

  • Component Quantity

  • Component Date

  • Resource Details

  • Resource Quantity

  • Resource Dates

  • Exception Details

  • Exception Dates

Metrics Bar

Note: The Metric Components are color coded to highlight warnings and health:

- Red: Critical warning state

- Yellow: Warning

- Grey: Normal

- Green: Good

  • Released Work Orders

  • Unreleased Work Orders

  • Completed Work Orders

  • Work Orders on Hold

  • Cancelled Work Orders

  • Customer Count

  • Delayed Work Orders

  • Delayed Operations

  • Delayed OSP Operations

  • Open Exceptions

  • Components Shortage

  • Resources Shortage

  • Scraps (percentage)

  • Rejects (percentage)

Exception Reasons (tag cloud) Top Ten Exception Reasons Tag Cloud Component

Note: The Exception Reasons component displays the top ten exception reasons by frequency of occurrence.

Work Order Insights (tabbed container component)
Overview (tab)
Work Order Overview (chart)
  • Sort Options

    • Status

    • Status by Job (count distinct)

  • Dimensions (category axis)

    • Status

    • Customer

    • Job Type

    • Project Name

    • Assembly

  • Series Dimensions (color)

    • Organization Name


Work Orders Summary (cross tab)
Work Order Insights (tabbed container component)
Exceptions (tab)
Exceptions Count by Exception Type (chart)
  • Sort Options

    • Exception Type

    • Exception Type by Exception ID (distinct count)

  • Series Dimensions (color)

    • Exception Status

    • Organization Name

    • Assembly

    • Project Name

    • Customer

    • Job Type


Impacted Jobs Details (chart)
  • Sort Options

    • Assembly

    • Assembly by Impacted Job (distinct count)

  • Dimensions (category axis)

    • Assembly

    • Customer

    • Department

    • Job Type

    • Project Name

Work Order Insights (tabbed component container)
Delays (tab)
Work Order Delays (chart)
  • Sort Options

    • Organization Name

    • Organization Name by Job (count distinct)

  • Dimensions (category axis)

    • Organization Name

    • Department

    • Customer

    • Operation Code

    • Assembly

    • Job Type

    • Project Name

    • Status

  • Series Dimensions (color)

    • Job Delays Days


Work Order Delay Details (chart)
  • Sort Options

    • Assembly

    • Assembly by Operation Sequence (count)

  • Dimensions (category axis)

    • Assembly

    • Organization Name

    • Department

    • Resource Description

    • Job

    • Status

    • Customer

    • Job Type

    • Project Name

  • Series Dimensions (color)

    • Operation Delay Days

Work Order Insights (tabbed component container)
Component Shortage (tab)
Component Shortage (chart)
  • Sort Options

    • Component

    • Component by Component Shortage Quantity (sum)

  • Dimensions (category axis)

    • Component

    • Job

    • Customer

    • Assembly

    • Organization Name

    • Job Type

    • Project Name


Component Shortage Details (cross tab)
  • Column Sets

    • Component Details

    • Component Quantities

Work Order Insights (tabbed component container)
Resource Shortage (tab)
Resource Shortage (chart)
  • Sort Options

    • Job

    • Job by Resource Shortage (sum)

  • Dimensions (category axis)

    • Job

    • Customer

    • Assembly

    • Resource

    • Organization Name

    • Job Type

    • Project Name


Resource Shortage Details (cross tab)
  • Column Sets

    • Resource Details

    • Resource Quantities

Work Order Insights (tabbed component container)
Scrap (tab)
Scrap by Reason (chart)
  • Sort Options

    • Scrap Reason

    • Scrap Reason by Scrapped Quantity (sum)

  • Series Dimension (color)

    • Organization Name

    • Assembly

    • Job

    • Sales Order

    • Project Name

    • Job Class

    • Job Type


Scrap Details (chart)
  • Sort Options

    • Assembly

    • Assembly by Scrapped Quantity (sum)

  • Series Dimension (color)

    • Organization Name

    • Job

    • Job Type

    • Job Class

    • Sales Order

    • Project Name

    • Status

Work Order Insights (tabbed component container)
Rejects (tab)
Reject by Reason (chart)
  • Sort Options

    • Reject Reason

    • Reject Reason by Rejected Quantity (sum)

  • Series Dimension (color)

    • Organization Name

    • Job

    • Assembly

    • Job Class

    • Job Type

    • Sales Order

    • Project Name


Reject Details (chart)
  • Sort Options

    • Assembly

    • Assembly by Rejected Quantity (sum)

  • Series Dimension (color)

    • Organization Name

    • Job

    • Job Class

    • Job Type

    • Sales Order

    • Project Name

Work Order Insights (tabbed component container)
Yield (tab)
Yield (chart)
  • Sort Options

    • Job

    • Job by Yield (average)

  • Dimensions (category axis)

    • Job

    • Customer

    • Assembly


Yield Details (cross tab)
  • Column Sets

    • Work Order Details

    • Work Order Quantities

Work Order Insights (tabbed component container)
Cost Variance (tab)
Cost Variance (chart)
  • Sort Options

    • Job

    • Job by TLTotalVariance (sum)

  • Value Axis

    • TL Variance Percent

    • PL Variance Percent


Cost Variance Details (cross tab)
  • Column Sets

    • Work Order Details

    • This Level Variance Details

    • Previous Level Variance Details

Work Order Details (tabbed component container)
Work Orders
Work Orders (results table)
  • Column Sets

    • Work Order Details

    • Work Order Dates

    • Work Order History

    • Bill Details

    • Routing Details

    • Project Details

    • Sales Order Details

Work Order Details (tabbed component container)
Operations (tab)
Operations (results table)
  • Column Sets

    • Operation Details

    • Operation Quantities

    • Operation Dates

    • Work Order Details

    • Shopfloor Status

Work Order Details (tabbed component container)
Components (tab)
Components (results table)
  • Column Sets

    • Component Details

    • Component Quantities

    • Supply Details

Work Order Details(tabbed component container)
Resources (tab)
Resources (results table)
  • Column Sets

    • Resource Details

    • Resource Quantities

    • Resource Scheduling

    • Resource Costing

    • OSP Details

Work Order Details (tabbed component container)
Exceptions (tab)
Exceptions (results table)

Oracle Discrete Manufacturing Extensions for Oracle Endeca Product ConfigurationDiscrete Manufacturing Extensionsproduct configurationProduct Configurationdiscrete manufacturing

Setting Up Oracle Discrete Manufacturing Extensions for Oracle Endeca

This document provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.1.3.1 for the Oracle Discrete Manufacturing Extensions for Oracle Endeca application. This supplements the information provided in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1). You must read this document and make note of the requirements before you begin your installation.

Setup and Configuration Steps

To set up Oracle Discrete Manufacturing Extensions for Oracle Endeca, you must complete the following steps:

  1. Set Access Control by assigning UMX roles and updating access grants.

  2. Load Work Order data to the Endeca Data Store by running graphs provided by the Oracle Discrete Work Order application.

  3. Run Concurrent Processes for Oracle Discrete Work Order.

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Discrete Work Order

As part of the Oracle E-Business Suite-EID integration for the Oracle Discrete Work Order application, the following UMX Role is provided:

UMX Role Internal Code Name
WIP Endeca Discrete Work Order Discoverer UMX|WIP_ENDECA_SEARCH

You must add the new UMX role 'WIP Endeca Discrete Work Order Discoverer' (Internal Code Name: UMX|WIP_ENDECA_SEARCH) to enable Endeca menu items for the responsibility, or any other custom responsibility which is using the same menu. When this UMX role is assigned to the responsibility, the menu items appear.

The page name on the Endeca search interface must be the same as the function name. In order to access the Endeca pages for Discrete Work Order, either of the following approaches must be followed, depending on your requirements:

For assigning UMX Roles and Grants, refer to Appendix C in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1).

Scheduling Setup for Full Endeca Upload or Refresh

Once the full graph is run in accordance with the Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1), attribute configuration is loaded for all seeded attributes and the initial data load for Discrete Work Order Search is complete.

Daily full refresh is required to reflect and synchronize any data deletions against existing Work Orders in EBS systems, or to periodically remove Work Orders with ' Closed' status from the Endeca data store. Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system. Out-of-the box ETL filters closed work orders for data ingest into the Endeca data store.

Customers can choose an appropriate time of day to run daily full refresh. This can be daily or nightly when there is no work order transaction activity, or once new jobs for the day are loaded to the application.

Note: Ensure that you run the gather schema statistics concurrent program for the schemas (WIP, INV, PO, BOM, PJM) before running the FullLoadConfig.grf

For incremental refresh, you must determine how often the Endeca data should be refreshed from EBS depending upon your organizational requirements. Oracle recommends that you keep this near real time while considering system load and performance. Discrete Work Order information such as work order header, operations, components, resources, exceptions, move transactions, and so on, is updated in the EBS system continuously. The status of work orders and operations are also updated in the EBS system throughout the day. Updates should be synchronized with the Endeca data store with minimal lag, providing near real time shop floor status and data snapshots for analysis and actions throughout the day.

To Schedule ETL on the Integrator Server

  1. Login to Integrator server using your Clover login.

  2. Click the Scheduling tab.

  3. Select the New Schedule link.

  4. Enter a Description for the schedule.

  5. Select Periodic as the Type.

  6. Select by interval as the Periodicity.

  7. Enter a start date and time in the Not active before date/time field.

  8. Enter an end date and time in the Not active after date/time field.

  9. Enter a value in the Interval (minutes) field.

  10. Ensure you select the Fire misfired event as soon as possible check box.

  11. Select Start a graph from the Task Type list.

  12. Specify the Sandbox as 'wip-dwo'

  13. Specify the Graph as 'graph/IncrementalLoadConfig.grf'

  14. Click Create to set the scheduler.

ETL Parameters for Oracle Discrete Work Order

You can load data to the Oracle Discrete Work Order data store by running graphs provided by the Oracle Discrete Work Order application.

To load data to the Oracle Work Order Search data store

  1. Using the URL for the EID Integrator Server, navigate to the Sandboxes page and expand the graph node under csf-parts.

  2. Graphs to load data include:

    Graph Name Description
    FullLoadConfig.grf This graph loads meta data and data from all views. It resets all records in the csf-parts data store, and then loads data. Run this graph to load data for the Work Orders page. This graph will load data for part orders and debrief.
    IncrementalLoadConfig.grf This graph performs incremental load for part orders and debrief. Only those records that were updated subsequent to the last load are loaded. Note: Data deleted in EBS (Work Orders) will not be removed from Endeca by running Incremental Graph. You must run FullLoadConfig.grf graph to remove all the data from Endeca and then reload all data. Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system.

    Note: Data deleted in EBS (Work Orders) will not be removed from Endeca by running Incremental Graph. You must run FullLoadConfig.grf graph to remove all the data from Endeca and then reload all data. Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system.

    ##### Endeca Server Specifics ######
    ENDECA_SERVER_PORT=7770
    DATA_STORE_NAME=WIP-DWO
    
    ##### Data Store Specifics ######
    #MDEX_INDEX_DIRECTORY=${PROJECT}/mdex
    MDEX_EXTRA_ARGS=<server-control:arg>--threads</server-control:arg><server-control:arg>4</server-control:arg>
    MDEX_PORT=7340
    MDEX_BULK_PORT=7341
    MDEX_TRANSACTION_ID=
    
    
    ##### EBS FND Table Specifics #####
    LANGUAGE_CODE=US
    INSTANCE_ID=9
    LOAD_TYPE=F
    FND_USER=1
    RECORD_TYPE=DWO
    
    ### Misc ########
    MULTIASSIGN_DELIMITER=\u007F
    
    ##### Sample Load View view_config.xml Location #####
    viewXMLFile=sandbo//wix:p-dwo/data-out/view_config.xml 

Views and Joins for Oracle Discrete Work Order

The following views are used by the ETL layer in Endeca to load Oracle Discrete Work Order data to the Endeca data store:

Full Load View
View Name Purpose
WIP_DWO_ENDECA_V Loads discrete work order information during full load.

Incremental Load Views
View Name Purpose
WIP_ENDECA_INCR_COST_V Loads work order cost information during incremental load.
WIP_ENDECA_INCR_EXCEP_V Loads work order exceptions information during incremental load.
WIP_ENDECA_INCR_NONE_V Loads additional work order information not captured in other views during incremental load.
WIP_ENDECA_INCR_OPER_V Loads work order operation information during incremental load.
WIP_ENDECA_INCR_RES_V Loads work order resources information during incremental load.
WIP_ENDECA_INCR_SCRJ_V Loads work order scrap and rejects information during incremental load.

Concurrent Processes for Oracle Discrete Work Order

Concurrent Process Description
Discrete MES Shortage Calculation You must run this concurrent program before running the full load graph daily or nightly.
Gather Schema Statistics You must run this concurrent program for the following schemas: WIP, INV, PO, BOM, PJM

Note: You must run this concurrent program before executing the full load graph for the first time, and then schedule it to run weekly thereafter.

Note: You must run this concurrent program before executing the full load graph for the first time, and then schedule it to run weekly thereafter.

Menus for Oracle Discrete Work Order

Oracle Discrete Work Order integration includes the following new user menu:

User Menu Name Internal Name
Endeca Discrete Work order Search WIP_WS_MAIN