Release 12.1.3.3
Part Number E37993-03
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| Oracle E-Business Suite Extensions for Oracle Endeca Integration and System Administration Guide Release 12.1.3.3 Part Number E37993-03 | Contents | Previous | Next |
This chapter covers the following topics:
Oracle Inventory Management Extensions for Oracle Endeca Item Master Search enables you to search, filter, and compare item information. You can use the Oracle Endeca Item Search page to view and analyze the data using Key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables.
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 Inventory Management Extensions for Oracle Endeca application. This supplements the information provided in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.3 (Doc ID: 1539016.1). You must read this document and make note of the requirements before you begin your installation.
Note: Oracle Endeca Item Master Search is not supported for Oracle Product Hub.
The Endeca Item Search page displays several regions and components with enhanced navigation. The following graphic displays a view of the Endeca Item Search page.
From the Item Master or Inventory responsibilities, navigate to the Item Master Search page:
(N) Item Manager responsibility > Item Catalog > Endeca Item Search
(N) Inventory responsibility > Items > Endeca Item Search
Within the Endeca Item Master Search page, you can search and filter item information. You can analyze the data and review item metrics, charts, graphs, and tables. The following describes the Endeca Item Search page regions and components:
| Region | Components |
|---|---|
| Browse Item Catalog (guided navigation) | You can use the Guided Navigation component to filter data using attribute groups. Expand the extensive list of attribute groups to view and select attribute names. |
| Range Filters | You can use Range Filters to refine the displayed data to only include records that have attribute values within a specified range. Range Filters include:
|
| Products (metrics bar) |
|
| Browse Transactional Attributes (tabbed component container) | Overview (tab)
Attributes (tab)
Revisions (tab)
Approved Suppliers (tab)
Approved Manufacturers (tab)
Related Items (tab)
Cross References (tab)
Classifications (tab)
|
| Item Search Results (tabbed component container) | Attributes (tab)
Revisions (tab)
Approved Suppliers (tab)
Approved Manufacturers (tab)
Product Cost (tab)
On-Hand Quantity (tab)
Related Items (tab)
Cross Reference (tab)
Classifications (tab)
|
| Compare | To view a side-by-side comparison of item attributes, you must select two or more items.
|
This section provides product-specific details required to integrate Endeca Information Discovery (EID) with Oracle E-Business Suite Release 12.1.3.1 for the Oracle Inventory Management Extensions for Oracle Endeca application. This supplements the information provided in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.3 (Doc ID: 1539016.1). You must read this document and make note of the requirements before you begin your installation.
To set up Oracle Inventory Management Extensions for Oracle Endeca, you must complete the following steps:
Set Access Control by assigning UMX roles and updating access grants.
Schedule Setup and Load Item Master data by running graphs provided by Inventory.
Upload User-Configurable Attributes for Endeca Configuration.
As part of the Oracle E-Business Suite-EID integration for the Oracle Item Master application, the following UMX Role is provided:
| Role | Internal Code Name |
|---|---|
| INV Endeca Item Discoverer | UMX|INV_ENDECA_ITEM_DISCOVERER |
You must add the new UMX role 'INV Endeca Item Discoverer' (Internal Code Name: UMX|INV_ENDECA_ITEM_DISCOVERER) to enable Endeca menus for the Item Manager responsibility (or any other custom responsibility which is using the same menu). You must assign this UMX role to the responsibility.
To enable Endeca menus and access through a responsibility other than ‘Inventory’ or ‘Item Manager, complete the following steps
At the responsibility level menu, add a prompt-less menu entry for ‘ITEM ENDECA MENU’ with the GRANT checkbox unchecked.
Add an additional menu entry with the prompt ‘Endeca Item Search’ for function, and ‘Item Endeca Search page’ with the GRANT checkbox un-checked.
You must add the new UMX role 'INV Endeca Item Discoverer' (Internal Code Name: UMX|INV_ENDECA_ ITEM_DISCOVERER) to enable Endeca menus for any custom responsibility which is using the same menu. You must assign this UMX role to the responsibility.
If you need to drill down to the OAF Item Overview page from Endeca, then one additional prompt-less entry for ‘EGO User Item Workbench Menu’ is required. You must select the GRANT checkbox here.
You must complete the following steps to enable Endeca Menus in Oracle E-Business Suite (EBS):
Assign a UMX Role to the Responsibility.
Oracle recommends that you make a duplicate of INV_ENDECA_ACCESS_GRANT and assign a UMX role to the responsibility through this new grant. This is a recommended practice.
Note: For assigning UMX roles and grants, refer to Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.3 (Doc ID: 1539016.1).
The initial data upload for Endeca Search is complete when the Full graph is run as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.3 (Doc ID: 1539016.1). Full refresh deletes all data from Endeca and repopulates it with a full data extract from the E-Business Suite system. For incremental refresh, you should determine how often the Endeca data should be refreshed from E-Business Suite depending on your organizational requirements.
To schedule ETL on the Integrator Server
Login to Integrator server using your Clover login.
Click the Scheduling tab.
Select the New Schedule link.
Enter a Description for the scheduler.
Select Periodic as the Type.
Select by interval as the Periodicity.
Enter a start date and time in the Not active before date/time field.
Enter an end date and time in the Not active after date/time field.
Enter a value in the Interval (minutes) field.
Ensure you select the Fire misfired event as soon as possible check box.
Select Start a graph from the Task Type list.
Select the graph 'inv-item'.
Click Create to set the scheduler.
You can load data to the Item Master data store by running the following graphs provided by Inventory Management.
To load data to the ItemMaster data store
Using the URL for the EID Integrator Server, navigate to the Sandboxes page and expand the graph node under INV.
Graphs to load data include:
FullLoadConfig.grf: This graph loads all Item Master data to the data store. You should run this graph as the first graph for Item data load after the where clause in workspace is modified to restrict Item organization(s).
Note: If you are loading data for the first time, then run FullLoadConfig.grf only. You can run other graphs according to your requirements. Run IncrementalLoadConfig.grf periodically. You can set up this graph from the Scheduling tab.
LoadAdditionalOrgItems.grf: This graph provides split load capability (split by organizations) of Full Load and Full refresh for high volume customers.
IncrementalLoadConfig.grf: This graph detects the changes (insert/update) since the last Full Load/Incremental Load and loads incrementally changed data into the Endeca data store.
Note: Data deleted in EBS Inventory Management will not be removed from Endeca by running the Incremental Load Graph. You must run the FullLoadConfig.grf graph to remove all data from Endeca and reload everything.
LoadOnhandQtyConfig.grf: This graph refreshes the on-hand and available-to-reserve for all stock-able items loaded into the Endeca data store from previous Full Load and Incremental Load processes.
Before the Full graph is run as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.3 (Doc ID: 1539016.1), attribute configuration must be loaded and include all seeded attributes as well as user configured custom attributes. The Endeca attribute configuration for the seeded attributes is provided in the inveidattrs.ldt file (for attribute definitions), and the inveidgrps.ldt file (for attribute group definitions). For the user configured custom attributes, you must modify the ldt files appropriately and upload using FNDLOAD.
User-configurable attributes include:
Catalog Groups and Descriptive Elements
Category Sets and Categories
Related Item - Relationship Types
Item Cross Reference Types
To add a Purchasing custom category to Endeca configuration
Open the seeded Endeca attributes inveidattrs.ldt file in a text editor.
Following a similar structure to inveidattrs.ldt, create an additional custom ldt for user configurable attributes. For example, you can create a 'inveidatts_cust' ldt. If Purchasing is the custom attribute you are defining, then insert a section as follows:
BEGIN FND_EID_PDR_ATTRS "11" "Purchasing"
ENDECA_DATATYPE = "mdex:string"
EID_ATTR_PROFILE_ID = "1"
EID_RELEASE_VERSION = "2.3"
ATTRIBUTE_SOURCE = "ORACLE"
MANAGED_ATTRIBUTE_FLAG = "N"
HIERARCHICAL_MGD_ATTR_FLAG = "N"
DIM_ENABLE_REFINEMENTS_FLAG = "N"
DIM_SEARCH_HIERARCHICAL_FLAG = "N"
REC_SEARCH_HIERARCHICAL_FLAG = "N"
MGD_ATTR_EID_RELEASE_VERSION = "N"
OBSOLETED_FLAG = "N"
OBSOLETED_EID_RELEASE_VERSION = "0"
DISPLAY_NAME = "Purchasing"
ATTRIBUTE_DESC = "Purchasing"
USER_DISPLAY_NAME = "Purchasing"
USER_ATTRIBUTE_DESC = "Purchasing"
LAST_UPDATE_DATE = "2012/07/10"
APPLICATION_SHORT_NAME = "INV"
OWNER = "ORACLE12.1.3"\u0009
END FND_EID_PDR_ATTRSNote:
'Purchasing' in the first line is the internal name for the attribute. This can accept only the following characters: A to Z, a to z, and 0 to 9.
DISPLAY_NAME, ATTRIBUTE_DESC, USER_DISPLAY_NAME, and USER_ATTRIBUTE_DESC values can be the same as what you use.
EID_ATTR_PROFILE_ID = "1" defines the search level during Endeca Search. Value of '1' enables Record Count, Value Search, and Text Search. If all attributes have this value, then Endeca search performance may be slow. Evaluate and assign proper values. For more information, refer to E-Business Suite and Endeca Information Discovery documentation.
LAST UPDATE DATE should be in format YYYY/MM/DD.
The seeded Endeca attributes inveidattrs.ldt file should now appear as:
Save and Close.
Open the seeded Endeca attributes group inveidgrps.ldt file in a text Editor.
Create a file similar to the following structure and name it "inveidgrps_custom". If Purchasing is the custom attribute you are defining, then insert a section as follows:
BEGIN FND_EID_ATTR_GROUPS "11" "Categories" "Purchasing"
GROUP_ATTRIBUTE_SOURCE = "ORACLE"
EID_RELEASE_VERSION = "2.3"
OBSOLETED_FLAG = "N"
OBSOLETED_EID_RELEASE_VERSION = "0"
LAST_UPDATE_DATE = "2012/07/10"
APPLICATION_SHORT_NAME = "INV"
OWNER = "ORACLE12.1.3"
END FND_EID_ATTR_GROUPSThe seeded Attribute Groups that you must use include:
Catalog Groups and Descriptive Elements (Attribute Group: CatalogGroup)
Category Sets and Categories (Attribute Group: Categories)
Related Item – Relationship Types (Attribute Group: ItemRelationships)
Item Cross Reference Types (Attribute Group: ItemCrossReferences)
The seeded Endeca attributes inveidgrps.ldt file should now appear as:
Save and Close.
Use FNDLOAD to upload the modified ldt files.
Oracle Item Master integration includes the following new user menu functions:
| User Function Name | Function Name |
|---|---|
| ITEM ENDECA MENU | INV_ITEM_ENDECA_MENU |
| INV ENDECA Item Search Home Page | INV_ENDECA_ITEM_SEARCH_HOMEPG |
Oracle Item Master integration includes the following changed menu functions:
| User Function Name | Function Name |
|---|---|
| EGO HTML Item Master Item Catalog Menu | EGO_CMGR_ITEMS_MENU |
| INV_ITEMS | INV_ITEMS |
The following views are used by the ETL layer in Endeca to load Oracle Item Master data to the Endeca data store:
| View Name | Purpose |
|---|---|
| MTL_ITEM_ENDECA_GRAIN | Denormalized view of mtl_system_items_b_kfv and its (other than below mentioned entities) child entity details. |
| MTL_ITEM_ENDECA_GRAIN_INCR_V | Denormalized view of mtl_system_items_b_kfv and its (other than below mentioned entities) child entity details. (Incremental) |
| MTL_ITEM_ENDECA_CROSS_REF_V | View built on mtl_cross_references_vl, mtl_system_items_b_kfv. |
| MTL_ITEM_ENDECA_CATEGORIES_V | View built on mtl_category_sets, mtl_item_categories , mtl_system_items_b_kfv. |
| MTL_ITEM_ENDECA_REL_ITEMS_V | View built on mtl_related_items_view and mtl_system_items_b_kfv. |
| MTL_ITEM_ENDECA_REL_ITEMS_IV1 | View built on mtl_related_items(Incremental) |
| MTL_ITEM_ENDECA_REL_ITEMS_IV2 | View built on mtl_related_items(Incremental) |
| MTL_ITEM_ENDECA_DESC_ELEM_V | View built on mtl_descr_element_values_v, mtl_system_items_b_kfv. |
| MTL_ITEM_ENDECA_SUPPLIERS_V | View to get Supplier Sites associated to item-org rows present in mtl_system_items_b_kfv. |
The Metrics Component aggregates and displays the total counts for the following item metrics:
Organizations
Items
Manufactured Items
Stockable Items
Purchased Items
Customer Ordered Items
Shippable Items
Service Items
Asset Items
Pending Revisions
The Browse Transactions Attributes - Overview - Items by Top 10 Organizations pie chart displays the total count of items in the top ten inventory organizations.
The Browse Transactions Attributes - Overview - Items by Top 10 Catalog Group bar chart displays the count of items in the top ten catalog groups.
The Top 10 Item Revision Reason tag cloud component displays the top ten item functions.
The Browse Transactions Attributes - Attributes - Item Count by Item Status cross tab chart component displays item count grouped by item function and item Status.
The Top 10 Item Revision Reason tag cloud component displays the top ten item revision reasons.
The Top 10 Approved Suppliers tag cloud component displays the top ten approved suppliers having the highest number of items.
The Approved Supplier Count by Top 10 Organizations cross tab chart displays the count of approved suppliers in the top ten organizations having the highest number of items.
The Top 10 Approved Manufacturers tag cloud displays the top ten approved manufacturers with the highest number of items.
The Approved Manufacturers Count by Top 10 Organizations cross tab chart displays the count of approved manufacturers in the top ten organizations having the highest number of items.
The Top 10 Item Relationship Types tag cloud component displays the top ten item relationship types.
The Related Item Count by Top 10 Organizations cross tab chart displays the count of related items in the top ten organizations having the highest number of items.
The Top 10 Cross Reference Types tag cloud component displays the top ten item cross reference types.
The Item Cross Reference Count by Top 10 Organizations cross tab chart displays the count of item cross references in the top ten organizations having the highest number of items.
The Item Top 10 Inventory Categories tag cloud displays the top ten inventory categories.
The Item Category Assignment by Top 10 Organizations cross tab chart displays the count of item category assignments in the top ten organizations having the highest number of items.
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