Implementation and Integration

Administer Oracle E-Business Suite and Information Discovery Data

Pre-Requisites

Ensure you comply with the following pre-requisites before you proceed with the remaining integration steps:

  1. Installed and completed common configuration as described in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 (Doc ID: 2214431.1).

  2. Installed additional patches required for Oracle Advanced Project Planning and Control Plus as described in Oracle Projects Extensions for Oracle Endeca Product Configuration Notes Document ID: 1470151.1

Navigation and Filtering Components in Oracle E-Business Suite Information Discovery Plus

Oracle E-Business Suite Information Discovery Plus provides various navigation and filtering options that enable you to filter and search for data. These components include:

Search - Users can configure the search component to determine the data source, how to determine a matching record, and whether to support type-ahead functionality. You can use the search component to enter keywords to conduct a search. If multiple search configurations are available, you can first select the search configuration that you want to use. The Search Within check box enables a search limited to currently displayed data. When you perform a search, the search term is added to the Selected Refinements component. As you type, you may be prompted to select a matching attribute value, or simply search for the entered text.

EBS Quick Links - Use the EBS Quick Links component to link and quickly navigate to Oracle E-Business Suite forms and pages. You can also create and configure links to navigate between Information Discovery pages.

Bookmarks - The Bookmarks component allows you to save the current state of all navigation and component criteria that you can repeat.

Available Refinements - Use the Available Refinements component to filter data based on the current available values or value ranges for selected attributes that are displayed within attribute groups. You can select values in order to refine the current data to only include records with those values. For some attributes, you can select multiple values. You can also process negative refinement to only include records that do not have a selected value.

Selected Refinements - The Selected Refinements component displays all values that you have selected to filter data and allows you to quickly make adjustments to the current refinement. You can clear all filters or remove specific items from the list of current filters.

Concurrent ETL Graphs

To enable concurrent ETL graphs

You must enable Oracle Endeca ETL graphs to be run from the Oracle E-Business Suite as a concurrent request.

  1. In Oracle E-Business Suite, set the profile option FND_ENDECA_INTEGRATOR_URL to http://<endeca_hostname>:7006/clover.

  2. Run the script 'storeCloverLoginInFndVault.sh' to add Clover login credentials in EBS Fnd Vault. The path is /u01/Oracle/quickInstall/bin/ in Build-12 QI of 12.2.5 V8.

    Note: The script automates the creation of the Clover login credentials process and prompts you to provide an EBS DB apps schema password, clover application user name and password. When you enter the values, the script connects to the EBS database using apps credentials, and stores the clover application login credentials in EBS FND_VAULT.

  3. The responsibility 'Information Discovery Administrator' allows an Oracle E-Business Suite user to access the concurrent program 'Run ETL graphs'. This provides the ability to run Full or Incremental graphs for a specified application sandbox. The system administrator can add this responsibility to any Oracle E-Business Suite user.

  4. The 'Information Discovery Administrator' responsibility provides the following menu options for the 'Run ETL graphs' concurrent program:

    • Submit Requests

      Clicking 'Submit Requests' enables users to launch a concurrent request. After selecting 'Single Request' and clicking 'OK', the submit request form displays. After selecting 'Run Clover ETL Graphs' into the Name field, users are prompted to specify the application 'Sandbox' (e.g. eam or icx-iproc) and the 'Graph Type' (Full.grf or Incremental.grf). Users can submit requests to run immediately by clicking 'Submit'. After submitting a request, the status of this request can be tracked using the 'View Requests' and 'Monitor' menu options.

    • Schedule

      Clicking 'Schedule' allows users to schedule one or more requests to launch the concurrent program 'Run Clover ETL Graphs'. Users are prompted to specify the application 'Sandbox' (e.g. eam or icx-iproc) and the 'Graph Type' (Full.grf or Incremental.grf). Users can submit the request to run immediately by clicking 'Submit' or can specify additional concurrent request options by navigating through the options pages after clicking 'Next'. After submitting a request, the status of this request can be tracked using the 'View Requests' and 'Monitor' menu options.

    • Monitor

      This menu option allows users to access the list of concurrent requests that they have submitted in the Oracle E-Business Suite. By default 'All My Requests' displays requests submitted within the last seven days. You can modify the query criteria by clicking the 'Advanced Search' button to specify requests to display. Users can click the 'Details' icon and then the 'View Log' button to view the concurrent request log file for the submitted concurrent request.

    • View Requests

      Clicking 'View Requests' launches the View Requests form in the Oracle E-Business Suite. This enables users to search for a specific request or all of their concurrent requests. Clicking 'View Log' displays the log file for that concurrent request.

    Note: If the concurrent request for a longer running Full Load Graph displays as 'Completed, Error', then you can access the log file to determine the Run ID in Clover and the URL for the clover UI, and access the 'Executions History' through the Clover UI.

Assigning Administrator Role to E-Business Suite Users

Oracle E-Business Suite users do not have the Endeca Studio Administrator role assigned by default and therefore cannot modify Information Discovery pages. If you have a requirement to allow E-Business Suite users to modify Endeca pages, then you must assign the Administrator role to users.

To assign Administrator role to E-Business Suite users

  1. Navigate to Endeca Studio (see your System Administrator to obtain the Endeca Studio URL, user id, and password).

  2. Login as Studio Admin (admin@oracle.com). The default password is welcome123.

  3. Go to the Control Panel.

  4. Click the Users link.

  5. Click on EBS User Name.

  6. Click on the Roles link.

  7. Click Select Link.

  8. Select the Administrator Role.

  9. Click the Save button.

The E-Business Suite user should now have administrator privileges and access to Information Discovery pages.