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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 Inventory Management Extensions for Oracle Endeca

This chapter covers the following topics:

Overview

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 12.1.3.4 (Doc ID: 1562372.1). 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.

Oracle Inventory Management Extensions for Oracle Endeca User InterfaceInventory Managementuser interface

Endeca Item Master Search User Interface

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

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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
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.
Item Metrics (metrics bar)
  • Items

  • Organization Items

  • Manufactured Items

  • Stockable Items

  • Purchased Items

  • Customer Ordered Items

  • Shippable Items

  • Asset Items

  • Service Items

  • Items Pending Revisions

Browse Item Catalog (tag cloud component) Top Ten Items Tag Cloud Component

Note: The Browse Item Catalog tag cloud component displays the top ten items by frequency of occurrence.

Item Information (tabbed component container)
Overview (tab)
Item Count (pie chart)
  • Sort Options

    • Organization Code

    • Organization Code by Item (distinct count)

  • Series Dimensions (color)

    • Organization Code

    • Status


Item Count (bar chart)
  • Sort Options

    • Catalog Group

    • Catalog Group by Number (count distinct)

  • Dimensions (category axis)

    • Catalog Group

    • User Item Type

    • BOM Item Type

    • Container Type

    • Configurator Model Type

    • Contract Item Type

    • Activity Type

    • Asset Item Type

    • Billing Type

    • Forecast Type

  • Series Dimensions (color)

    • Status

Item Information (tabbed component container)
Attributes (tab)
  • Top 10 Item Functons (tag cloud component)

  • Item Count by Item Status (cross tab)

  • Item Attributes (results table) sorted by:

    • Primary

    • Inventory

    • Bill of Materials

    • Asset Management

    • Costing

    • Purchasing

    • Receiving

    • Physical Attributes

    • General Planning

    • MPS MRP Planning

    • Lead Times

    • Work in Progress

    • Order Management

    • Invoicing

    • Process Manufacturing

    • Service

    • Web Store

Item Information (tabbed component container)
Revisions (tab)
  • Top 10 Item Revision Reasons (tag cloud component)

  • Revisions (cross tab)

Item Information (tabbed component container)
Approved Suppliers (tab)
  • Top 10 Approved Suppliers (tag cloud component)

  • Approved Supplier Count by Top 10 Organizations (results table)

  • Approved Suppliers (cross tab)

Item Information (tabbed component container)
Manufacturers (tab)
  • Top 10 Manufacturers (tag cloud component)

  • Manufacturer Count by Top 10 Organizations (results table)

  • Manufacturers (cross tab)

Item Information (tabbed component container)
Related Items (tab)
  • Top 10 Item Relationship Types (tag cloud component)

  • Related Item Count by Top 10 Organizations (results Table)

  • Related Items (cross tab)

Item Information (tabbed component container)
Cross References (tab)
  • Top 10 Item Cross Reference Types (tag cloud component)

  • Item Cross Reference Count by Top 10 Organizations (results table)

  • Cross References (cross tab)

Item Information (tabbed component container)
Classifications (tab)
  • Top 10 Inventory Categories (tag cloud component)

  • Item Category Assignment Count by Top 10 Organizations (results table)

  • Classifications and Categories (cross tab)

Item Information (tabbed component container)
Inventory (tab)
  • Inventory (results table)

  • Item Cost (results table)

Compare To view a side-by-side comparison of item attributes, you must select two or more items.
  • Filter attributes

    • Primary

    • Inventory

    • Bill of Materials

    • Costing

    • Purchasing

    • Physical Attributes

    • General Planning

    • MPS_MRP Planning

    • Lead Time

    • Work in Progress

    • Order Management

  • Actions

    • Remove selected

    • Reset view

    • Expand all groups

    • Collapse all groups

Oracle Inventory Management Extensions for Oracle Endeca Product ConfigurationInventory Managementproduct configurationProduct ConfigurationInventory Management

Setting Up Oracle Inventory Management Extensions for Oracle Endeca

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 12.1.3.4 (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 Inventory Management Extensions for Oracle Endeca, you must complete the following steps:

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

  2. Schedule Setup and Load Item Master data by running graphs provided by Inventory.

  3. Load Attribute Configuration.

  4. Upload User-Configurable Attributes for Endeca Configuration.

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Item Master

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

  1. At the responsibility level menu, add a prompt-less menu entry for ‘ITEM ENDECA MENU’ with the GRANT checkbox unchecked.

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  2. Add an additional menu entry with the prompt ‘Endeca Item Search’ for function, and ‘Item Endeca Search page’ with the GRANT checkbox un-checked.

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  3. 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.

  4. 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.

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You must complete the following steps to enable Endeca Menus in Oracle E-Business Suite (EBS):

  1. Assign a UMX Role to the Responsibility.

  2. 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 12.1.3.4 (Doc ID: 1562372.1).

Scheduling Setup for Full Endeca Refresh

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 12.1.3.4 (Doc ID: 1562372.1). 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

  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 scheduler.

  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. Select the graph 'inv-item'.

  13. Click Create to set the scheduler.

ETL Parameters for Inventory Management

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

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

  2. Graphs to load data include:

Attribute Configuration Setup for Item Master Custom Configuration

Before the Full graph is run as described in Installing Oracle E-Business Suite Extensions for Oracle Endeca, Release 12.1.3.4 (Doc ID: 1562372.1), 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:

Uploading User Configurable Attributes for Endeca Configuration

To add a Purchasing custom category to Endeca configuration

  1. Open the seeded Endeca attributes inveidattrs.ldt file in a text editor.

  2. 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_ATTRS

    Note:

  3. The seeded Endeca attributes inveidattrs.ldt file should now appear as:

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  4. Save and Close.

  5. Open the seeded Endeca attributes group inveidgrps.ldt file in a text Editor.

  6. 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_GROUPS

    The seeded Attribute Groups that you must use include:

  7. The seeded Endeca attributes inveidgrps.ldt file should now appear as:

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  8. Save and Close.

  9. Use FNDLOAD to upload the modified ldt files.

Menus for Oracle Item Master

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

Views and Joins for Oracle Item Master

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.

AppendixInventory Managementappendix

EQL Based Portlets (Metrics and Data Visualizations)

Product Metrics Component

The Metrics Component aggregates and displays the total counts for the following item metrics:

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Browse Transactions Attributes - Overview - Items by Top 10 Organizations Pie Chart

The Browse Transactions Attributes - Overview - Items by Top 10 Organizations pie chart displays the total count of items in the top ten inventory organizations.

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Browse Transactions Attributes - Overview - Items by Top 10 Catalog Group Bar Chart

The Browse Transactions Attributes - Overview - Items by Top 10 Catalog Group bar chart displays the count of items in the top ten catalog groups.

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Browse Transactions Attributes - Overview - Top 10 Item Functions Tag Cloud

The Top 10 Item Revision Reason tag cloud component displays the top ten item functions.

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Browse Transactions Attributes - Attributes - Item Count by Item Status Cross Tab Chart

The Browse Transactions Attributes - Attributes - Item Count by Item Status cross tab chart component displays item count grouped by item function and item Status.

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Browse Transactions Attributes - Revisions - Top 10 Item Revisions Tag Cloud

The Top 10 Item Revision Reason tag cloud component displays the top ten item revision reasons.

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Browse Transactions Attributes - Approved Suppliers - Top 10 Approved Suppliers Tag Cloud

The Top 10 Approved Suppliers tag cloud component displays the top ten approved suppliers having the highest number of items.

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Browse Transactions Attributes - Approved Suppliers - Approved Supplier Count by Top 10 Organizations Cross Tab Chart

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.

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Browse Transactions Attributes - Approved Manufacturers - Top 10 Approved Manufacturers Tag Cloud

The Top 10 Approved Manufacturers tag cloud displays the top ten approved manufacturers with the highest number of items.

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Browse Transactions Attributes - Approved Suppliers - Approved Manufacturers Count by Top 10 Organizations Cross Tab Chart

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.

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Browse Transactions Attributes - Related Items - Top 10 Item Relationship Types Tag Cloud

The Top 10 Item Relationship Types tag cloud component displays the top ten item relationship types.

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Browse Transactions Attributes - Revisions - Related Item Count by Top 10 Organizations

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.

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Browse Transactions Attributes - Cross References - Top 10 Cross Reference Types Tag Cloud

The Top 10 Cross Reference Types tag cloud component displays the top ten item cross reference types.

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Browse Transactions Attributes - Cross References - Item Cross Reference Count by Top 10 organizations

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.

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Browse Transactions Attributes - Classifications - Top 10 Inventory Categories Tag Cloud

The Item Top 10 Inventory Categories tag cloud displays the top ten inventory categories.

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Browse Transactions Attributes - Classifications - Item Category Assignment by Top 10 organizations

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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