Oracle Installed Base Information Discovery Plus

This chapter covers the following topics:

• Overview
• Item Instance Overview Page
• Oracle Installed Base Information Discovery Plus Product Configuration
• Setting Up Oracle Installed Base Information Discovery Plus Product Configuration
• Setting Up Oracle Installed Base Information Discovery Plus Profile Options
• Scheduling the Full Load Configuration Graph
• Setting Up the Scheduler to Load Incremental Graphs
• Roles in Oracle Installed Base Information Discovery Plus
• Permission Sets in Oracle Installed Base Information Discovery Plus
• Views and Joins to Load Oracle Installed Base Information Discovery Plus
• Menus and Functions in Oracle Installed Base Information Discovery Plus

Overview

You can use Oracle Installed Base Information Discovery Plus to search and filter details such as Up-Sell and Cross-Sell opportunities, search by geographical location of Installed Base, and also search for customer products such as Model/Configuration. Oracle Installed Base Information Discovery displays the most critical data in a single location and drill down to get more detailed information enabling you to take action using that information. You use these dashboards to review and analyze data using key Performance Indicators (KPIs), performance evaluation metrics, charts, graphs, and tables.

You can search using Oracle Installed Base Information Discovery Plus pages and Endeca Information Discovery (EID) design tools. These pages are hosted in an EID environment, and called from new container pages in EBS.

Oracle Installed Base Information Discovery Plus User Interface and Integration

Item Instance Overview Page

The Item Instance Overview page enables you to search for all customer products by geography, get Up-sell and Cross-Sell opportunity details for Installed Base products, identify customer products belonging to a Model/Configuration and identify customer products by key attribute values. The page displays information and data graphically and in tabular format.

Region	Components
Tip	Date on which data was last refreshed
Search Boolean Search Within	The Advanced Search component includes value search, record search, Boolean search, and partial search capabilities. You can submit keyword searches and the application provides type-ahead suggestions and displays attribute values that match the typed text. 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. Additional Information: See the Advanced Search Capabilities appendix in this guide for details. Partial record search is enabled for specific attributes. Attributes for partial record search include: Address Operating Unit Customer Item Number Item Description Item Instance Serial Number Order Number Ship To Location Bill To Location Warehouse Owner Name
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 by removing items or clearing all filters from the list.
Bookmarks	The Bookmarks component allows you to save a given navigation and component state and return to it at a later time.
Available Refinements	The Available Refinements component allows you to filter data based on the currently available values or value ranges for selected attributes that are displayed within attribute groups. Expand the following attribute groups to view and select attribute names: Geographic Information Order Information Installed Base Information Related Products Dates
Installed Base Metrics	No. of Items No of Customer Products No of Customers Avg. Age of Products-Yrs Up-Sell Target Count Cross-Sell Target Count
Customer Products	This tag cloud displays the distribution of all customer products.
Customer Product Statistics	This regions consists of three tabs, each of which display information in a graphical format: Products with Most Number of Customers No. of Customers by Product Customers with Most Number of Products No. of Products by Customer Customers for Up-Sell and Cross-Sell Customers for Up-Sell: - No. of Up-Sell Items by Customer Customers for Cross-Sell: - No. of Cross-Sell Items by Customer
Customers and Product Summary	This region consists of four tabs: Products Summary Customer Customer Account Installed Product Product Description Quantity Customers Summary Customer Customer Account Customer Type Classification Contact Type Contact Number Up-Sell Opportunities Customer Customer Account Installed Product Quantity Up-Sell Product Cross-Sell Opportunities Customer Customer Account Installed Product Quantity Cross-Sell Product You can also export or print these details using the Actions List of Values.
Installed Base Details	Displays details of the Installed Base as follows: Item Item Description Instance Quantity Serial Lot Status Order Number Customer Customer Account Start Date Top Model Item Instance Flexfield Click any of the available links to refine your results further using that selection. You can also export or print these details using the Actions List of Values.

Oracle Installed Base Information Discovery Plus Product Configuration

Oracle Installed Base Information Discovery Plus Product Configuration

Once you have completed installation and common configurations as described in Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 document (Doc ID: 2214431.1), you must complete the Oracle Installed Base Information Discovery Plus product configuration setup as detailed in this section.

Setting Up Oracle Installed Base Information Discovery Plus Product Configuration

To set up Oracle Installed Base Information Discovery Plus Product Configuration, complete the following steps:

1. Grant the CSI_ENDECA_ACCESS_ROLE (CSI Endeca Access Role) to any predefined or custom Installed Base responsibility.

   See: Oracle E-Business Suite System Administrator's Guide - Security for more information on how to assign roles.

   See: Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 document (Doc ID: 2214431.1) for more information on roles in Oracle E-Business Suite Information Discovery.

2. Set up profile options.

   See: Setting Up Oracle Installed Base Information Discovery Plus Profile Options

3. Schedule and run the Full Load Configuration Graph.

   See: Scheduling the Full Load Configuration Graph

4. Schedule the set up for Incremental Endeca Refresh.

   See: Setting Up the Scheduler to Load Incremental Graphs

Setting Up Oracle Installed Base Information Discovery Plus Profile Options

Set up the following profile options for Oracle Installed Base Information Discovery Plus:

• CSI : Endeca Customer Instances Data Load Start Date (mm/dd/yyyy) - Use this profile option to load all the Item Instances created on and after the specified date to Endeca Data Store.

• CSI Endeca: Load Extended Attributes - Use this profile option to decide if the application should load the extended attributes for instances. You can choose between Yes and No.

• CSI Endeca: Load Flex fields - Use this profile option to decide if the application should load the flexfield values for Item Instances. You can choose between Yes and No.

• CSI Endeca: Load Up-Sell Product and Cross-Sell Product - Use this profile option to decide if the application should load the up-sell and cross-sell products information for Customer Products. You can choose between Yes and No.

Scheduling the Full Load Configuration Graph

Once you have run the full load graph in accordance with the Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 document (Doc ID: 2214431.1), attribute configuration is loaded for all seeded attributes. Additionally, you need to run the following full data loads as follows:

To run the Full Load Configuration Graph

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, for example, Installed Base Full Load 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 Execute graph from the Task Type list.

12. Select csi-inst from the Sandbox list.

13. Select graph/FullLoadConfig.grf from the Graph list.

14. Click Create to set the scheduler.

Setting Up the Scheduler to Load Incremental Graphs

Once the Full graph is run in accordance with the Installing Oracle E-Business Suite Information Discovery, Release 12.2 V8 document (Doc ID: 2214431.1), initial data load for Oracle Installed Base Information Discovery is complete. 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. As the data is updated in the EBS, you need to ensure it is updated in the endeca MDEX server. You set up the Scheduler to load incremental graphs depending on the volume of information requiring update.

To set up the scheduler

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, for example, Installed Base Incremental Load 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 csi-inst from the Sandbox list.

13. Select graph/IncrementalLoadConfig.grf from the Graph list.

14. Click Create to set the scheduler.

Technical Integration Components

Roles in Oracle Installed Base Information Discovery Plus

• Role Name: CSI Endeca Access Role:

• Code: CSI_ENDECA_ACCESS_ROLE

Permission Sets in Oracle Installed Base Information Discovery Plus

• Permission Set Name- CSI Endeca Access Permission Set

• Permission Set Code - CSI_ENDECA_ACCESS_PS

• Permissions Included in the Set: CSI Endeca Customer Instances Landing Page (CSI_ENDECA_CUST_INST_LANDING_PAGE) and CSI Endeca Customer Instances Page Destination (CSI_ENDECA_CUST_INST_DEST)

Views and Joins to Load Oracle Installed Base Information Discovery Plus

The following views are used by the ETL layer in Oracle Endeca to load and display Oracle Installed Base Information Discovery Plus data to the Oracle Endeca data store:

• CSI_EID_CUSTOMER_INSTANCES_V - View to load Item Instances data for Customer owned items.

Menus and Functions in Oracle Installed Base Information Discovery Plus

The following functions are available for the Item Instance Navigation Menu Agent User menu (CSI_ITEM_INSTANCE_NAV_MENU_AU) in Oracle Installed Base Information Discovery Plus:

Function Code	User Function Name	Function Type	Web HTML Call
CSI_ENDECA_CUST_INST_DEST	CSI Endeca Customer instances search page	JSP	Require input here
CSI_ENDECA_CUST_INST_LANDING_PAGE	CSI Endeca Customer Instances Landing Page	JSP	Require input here