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Oracle E-Business Suite Information Discovery Integration and System Administration Guide
Release 12.2 V8
Part Number E79121-03
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Oracle E-Business Suite Information Discovery Integration and System Administration Guide

Contents

Title and Copyright Information

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Preface

Overview of Oracle E-Business Suite Information Discovery

Overview

Implementation and Integration

Pre-Requisites
Navigation and Filtering Components in Oracle E-Business Suite Information Discovery Plus
Concurrent ETL Graphs
Assigning Administrator Role to E-Business Suite Users

Oracle Advanced Project Planning and Control Plus

Overview
Oracle Advanced Project Planning and Control Plus User Interface
Oracle Advanced Project Planning and Control Plus Product Configuration
Setting up Oracle Advanced Project Planning and Control Plus Integration
Advanced Projects Planning and Control Plus Integration Security
Setting Up the Scheduler to Load Full Graphs
Setting Up the Scheduler to Load Incremental Graphs
Views and Joins to Load and Display Oracle Advanced Project Planning and Control Plus Data

Oracle Channel Revenue Information Discovery Plus

Overview
Claims Dashboard Page
Budget Dashboard Page
Overview
Set up Oracle Channel Revenue Information Discovery Plus Integration
Setting Up Oracle Channel Revenue Information Discovery Plus Profile Options
Menus and Functions in Oracle Channel Revenue Information Discovery Plus
Running the Full Load Graph
Setting Up the Scheduler for Incremental Refresh
View and Joins to Load Oracle Channel Revenue Management Data

Oracle Complex Maintenance, Repair & Overhaul Information Discovery Plus

Overview
Dashboards
Overview
Setting up Oracle Complex Maintenance, Repair & Overhaul Information Discovery Plus Integration
Roles in Oracle Complex Maintenance, Repair & Overhaul Information Discovery Plus
Grants in Oracle Complex Maintenance, Repair & Overhaul Information Discovery Plus
Permission Sets in Oracle Complex Maintenance, Repair & Overhaul Information Discovery Plus
Running the Full Load Graph
Setting Up the Scheduler for Incremental Refresh
View and Joins to Load Oracle Complex Maintenance, Repair & Overhaul Information Discovery Plus Data

Oracle Contract Renewal Command Center Plus

Overview
Customer Management Page
Portfolio Management Page
Vendor Management Page
Lease Contract Management Page
Service Contract Management Page
Setting Up Oracle Contract Renewal Command Center Plus
Setup and Configuration Steps
Setting Access Control
Profile Options for Oracle Contract Renewal Command Center Plus
Loading Data into the Data Domain for Oracle Contract Renewal Command Center Plus
Setting Up the Scheduler for Data Loads
Views for Oracle Contract Renewal Command Center Plus

Oracle Cost Management Information Discovery Plus

Overview
Period Health Check Page
Transaction Accounting Register Page
Setting Up Oracle Cost Management Information Discovery Plus
Setup and Configuration Steps
Access Control: Hide and Show Information Discovery Dashboards (User Interfaces) for Oracle Cost Management
Loading Cost Management Data into the Endeca Data Domain
Setting Up the Scheduler for Endeca Full Refresh
ETL Parameters for Cost Management
Profile Options for Cost Management
Views and Joins for Cost Management
Menus for Oracle Cost Management Information Discovery Plus

Oracle Cost Management Information Discovery: Landed Cost Management

Overview
Monitor Daily Operations Page
Landed Cost Analysis Page
Setting Up Landed Cost Management
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Landed Cost Management
Loading Landed Cost Data into the Endeca Data Domain
Setting Up the Scheduler for Endeca Full Refresh
ETL Parameters for Landed Cost Management
Profile Options for Landed Cost Management
Views and Joins for Landed Cost Management
Menus for Landed Cost Management

Oracle Depot Repair Information Discovery Plus

Overview
Oracle Depot Repair Information Discovery Plus User Interface
Service Orders Dashboard Page
Supplier Warranty Claims Dashboard Page
Overview
Set up Oracle Depot Repair Information Discovery Plus Integration
Running the Full Load Graph
Setting Up the Scheduler for Incremental Refresh
Roles in Oracle Depot Repair Information Discovery Plus
Grants in Oracle Depot Repair Information Discovery Plus
Permission Sets in Oracle Depot Repair Information Discovery Plus
Views and Joins to Load Oracle Depot Repair Information Discovery Plus
Menus and Functions in Oracle Depot Repair Information Discovery Plus

Oracle Discrete Manufacturing Information Discovery Plus

Overview
Discrete Work Order Search User Interface
Oracle Project Manufacturing - Overview Page
Oracle Project Manufacturing - Work Orders Page
Oracle Project Manufacturing - Procurement Page
Oracle Project Manufacturing - Cost Activities Page
Oracle Projects Manufacturing - Inventory Page
Oracle Project Manufacturing - Sales Orders Page
Setting Up Oracle Discrete Manufacturing Information Discovery Plus
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Discrete Manufacturing Information Discovery Plus
Scheduling Setup for Full Endeca Upload or Refresh
ETL Parameters for Oracle Discrete Manufacturing Information Discovery Plus
Views and Joins for Oracle Discrete Manufacturing Information Discovery Plus
Concurrent Processes for Oracle Discrete Manufacturing Information Discovery Plus
Menus for Oracle Discrete Manufacturing Information Discovery Plus
Overview
Setting Up Oracle Project Manufacturing
Running the Full Load Graph
Setting Up the Scheduler to Load Incremental Graphs
Views and Joins in Oracle Project Manufacturing

Oracle Enterprise Asset Management Information Discovery Plus

Overview
Overview Region in the eAM Maintenance Home Page
Assets Overview Page
Work Requests Overview Page
Work Orders Overview Page
Materials Overview Page
Setting Up Oracle Enterprise Asset Management Information Discovery Plus
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Enterprise Asset Management (eAM)
Loading eAM Data into the Data Domain
Setting Up the Scheduler for Endeca Full Refresh
ETL Parameters for Enterprise Asset Management (eAM)
Profile Options for Enterprise Asset Management (eAM)
Views and Joins for Enterprise Asset Management (eAM)
Menus for Endeca Enterprise Asset Management (eAM)

Oracle Field Service Information Discovery Plus

Overview
Field Service Tasks Summary Page
Field Service Parts Summary Page
Field Service Information Discovery Plus Administrator Portal
Setting Up Oracle Field Service Information Discovery Plus
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Field Service
Scheduling Setup for Full Endeca Upload or Refresh
ETL Parameters for Oracle Field Service
Views and Joins for Oracle Field Service Information Discovery Plus
Menus for Oracle Field Service Information Discovery Plus

Oracle Financials Information Discovery Plus: Payables

Overview
Supplier Balance Page
Holds Page
Discounts Opportunity Page
Setting Up Oracle Financials Information Discovery Plus: Payables
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Payables
Loading Payables Data into the Endeca Data Domain
Setting Up the Scheduler for Endeca Full and Incremental Load
ETL Parameters for Payables
Profile Options for Payables
Views and Joins for Payables
Menus and Functions for Payables

Oracle Financials Information Discovery Plus: Receivables

Overview
Outstanding Receivables Overview Pages
Disputes Overview Page
Outstanding Receivables Overview Page
Billing Process Overview Page
Payment Process Overview page
Payment History Page
Setting Up Oracle Receivables
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Receivables
Loading Receivables Data into the Endeca Data Domain
Setting Up the Scheduler for Endeca Full and Incremental Load
ETL Parameters for Receivables
Profile Options for Receivables
Views and Joins for Receivables
Menus for Endeca Receivables

Oracle Financials Information Discovery Plus: Fixed Assets

Overview
Asset Reconciliation Page
Asset Cost Page
Asset Aging Page
Asset Location Page
Mass Transactions Page
Additions Pipeline Page
Setting Up Oracle Fixed Assets Information Discovery
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Fixed Assets
Scheduling Setup for Full Endeca Upload or Refresh
ETL Parameters for Fixed Assets
Profile Options for Fixed Assets
Views and Joins for Fixed Assets
Menus for Endeca Fixed Assets

Oracle Human Resources Information Discovery Plus

Overview
Workforce Explorer
Overview
Setting Up Oracle Human Resources Information Discovery Plus
Profile Options in Oracle Human Resources Information Discovery Plus
Running the People Tag Maintenance Concurrent Program
Setting the Security Profile Extension
Running the Populate Shared Tables for Person Search Concurrent Program
Running the Full Load Graph
Setting Up the Scheduler to Load Incremental Graphs
ETL Parameters for Oracle Human Resources Information Discovery Plus
Views and Joins in Oracle Human Resources Information Discovery Plus
Grants in Oracle Human Resources Information Discovery Plus
Permission Sets in Oracle Human Resources Information Discovery Plus

Oracle Installed Base Information Discovery Plus

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

Oracle Incentive Compensation Information Discovery Plus

Overview
Recent Jobs Dashboard
Quality by Phase Dashboard
Jeopardy by Phase Dashboard
Paysheet Console
Overview
Set up Oracle Incentive Compensation Information Discovery Plus
Setting Up Oracle Incentive Compensation Information Discovery Plus Profile Option
Roles in Oracle Incentive Compensation Information Discovery Plus
Running the Full Load Graph
Setting Up the Scheduler for Incremental Refresh
View and Joins to Load Oracle Incentive Compensation Information Discovery Plus Data

Oracle Inventory Management Information Discovery Plus

Overview
Item Master Search Page
Plan Fulfillment Page
Track Fulfillment Page
Space Utilization Page
Setting Up Oracle Inventory Management Information Discovery Plus
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Inventory Management
Scheduling Setup for Full Endeca Refresh
ETL Parameters for Inventory Management
Attribute Configuration Setup for Inventory Management Custom Configuration
Uploading User Configurable Attributes for Endeca Configuration
Menus for Oracle Inventory Management
Views and Joins for Oracle Inventory Management
EQL Based Portlets (Metrics and Data Visualizations)

Oracle iProcurement Information Discovery Plus

Overview
Oracle iProcurement Information Discovery Plus User Interface
Oracle iProcurement Information Discovery Plus Product Configuration
Setting Up Oracle iProcurement Information Discovery Plus Product Configuration
Populating Endeca Metadata for Oracle iProcurement Information Discovery Plus
Running the Full Load Configuration Graph
Setting Up the Scheduler to Load Incremental Graphs

Oracle iRecruitment Information Discovery Plus

Overview
Oracle iRecruitment Information Discovery Plus Job Search User Interface
Oracle iRecruitment Information Discovery Plus Product Configuration
Set up Oracle iRecruitment Information Discovery Plus Integration
Setting Up the Scheduler to Load Incremental Graphs
Roles in Oracle iRecruitment Information Discovery Plus
Grants in Oracle iRecruitment Information Discovery Plus
Permission Sets in Oracle iRecruitment Information Discovery Plus
Profile Options to Enable Oracle iRecruitment Information Discovery Plus
Views and Joins to Load Oracle iRecruitment Information Discovery Plus
Menus and Functions in Oracle iRecruitment Information Discovery Plus

Oracle iStore Information Discovery Plus

Overview
Global Search
Oracle iStore Information Discovery Plus Product Configuration
Setting up Oracle iStore Information Discovery Plus Integration
Setting Up Oracle iStore Information Discovery Plus Profile Options
Populating iStore Endeca Data
Running the Full Load Graph
Setting Up the Scheduler for Incremental Refresh
View and Joins to Load Oracle iStore Data

Oracle Learning Management Information Discovery Plus

Overview
Course Catalog Page
Oracle Learning Management Information Discovery Plus Product Configuration
Setting Up Oracle Learning Management Information Discovery Plus Product Configuration
Loading Oracle Learning Management Information Discovery Plus Data into the Endeca Data Store
Running the Full Load Configuration Graph
Setting Up the Scheduler to Load Incremental Graphs
Roles in Oracle Learning Management Information Discovery Plus
Grants in Oracle Learning Management Information Discovery Plus
Views and Joins to Load Oracle Learning Management Information Discovery Plus Job Search
Menus and Functions in Oracle Learning Management Information Discovery Plus

Oracle Order Management Information Discovery Plus

Overview
Open Orders Page
Closed Orders Page
Returns Page
Customer Explorer Page
Setting Up Oracle Order Management Information Discovery Plus
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Order Management Information Discovery Plus
Scheduling Setup for Endeca Refresh
Profile Options for Oracle Order Management Information Discovery Plus
Post Installation Steps for Oracle Order Management Information Discovery Plus
Views and Joins for Oracle Order Management Information Discovery Plus
Menus for Oracle Order Management Information Discovery Plus
Customer Explorer Product Configuration
Setting up Customer Explorer
Profiles in Customer Explorer
Roles in Customer Explorer
Grants in Customer Explorer
Permission Sets in Customer Explorer
Running the Full Load Graph
Setting Up the Scheduler for Incremental Refresh
Customizing Data Loads

Oracle Outsourced Manufacturing for Discrete Industries Plus

Overview
Outsourced Manufacturing For Discrete Industries Plus Dashboard
Setting Up Oracle Outsourced Manufacturing for Discrete Industries Plus
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Outsourced Manufacturing For Discrete Industries Plus
Loading Outsourced Manufacturing Data into the Endeca Data Domain
Setting Up the Scheduler for Endeca Full Refresh
ETL Parameters for Outsourced Manufacturing For Discrete Industries Plus
Views and Joins for Outsourced Manufacturing For Discrete Industries Plus
Menus for Endeca Outsourced Manufacturing For Discrete Industries Plus

Oracle Process Manufacturing Information Discovery Plus

Overview
Batch Search Page
Transaction Accounting Register Page
Period Health Check Page
Quality Information Discovery Page
Setting Up Oracle Process Manufacturing Information Discovery Plus
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Process Manufacturing
Setting Up the Scheduler for Endeca Full Refresh
Profile Options for Oracle Process Manufacturing
Views and Joins for Oracle Process Manufacturing
Menus for Oracle Process Manufacturing

Oracle Quality Information Discovery Plus

Overview
Quality Collection Results
Nonconformances Collection Results
Corrective Actions Collection Results
Overview
Setting Up Oracle Quality Information Discovery Plus Integration
Publishing Quality Collection Metadata to Endeca Information Discovery
Running the Full Load Graph
Setting Up the Scheduler to Load Incremental Graphs
ETL Parameters for Oracle Quality Information Discovery Plus
Views and Joins in Oracle Quality Information Discovery Plus

Oracle Quoting Information Discovery Plus

Overview
Quote Performance Page
Manage Quotes Page
Overview
Setting Up Oracle Quoting Information Discovery Plus
Setting Up Profile Options
Running the Full Load Graph
Setting Up the Scheduler for Incremental Refresh
Roles in Oracle Quoting Information Discovery Plus
Menus and Functions in Oracle Quoting Information Discovery Plus
Views and Joins in Oracle Quoting Information Discovery Plus

Oracle TeleService Information Discovery Plus

Overview
Service Operations Dashboard
Setting Up Oracle TeleService Information Discovery Plus
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle TeleService Information Discovery Plus
Loading Service Manager Data into the Endeca Data Domain
Setting Up the Scheduler for Endeca Full Refresh
ETL Parameters for Oracle TeleService
Profile Options for Oracle TeleService Information Discovery Plus
Views and Joins for Oracle TeleService Information Discovery Plus
Menus for Oracle TeleService Information Discovery Plus

Oracle Warehouse Management Information Discovery Plus

Overview
Plan Fulfillment Page
Track Fulfillment Page
Space Utilization Page
Labor Utilization Page
Setting Up Oracle Warehouse Management Information Discovery Plus
Setup and Configuration Steps
Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Warehouse Management
Loading Warehouse Management Data into the Endeca Data Domain
Setting Up the Scheduler for Endeca Full Refresh
ETL Parameters for Warehouse Management
Profile Options for Warehouse Management
Views and Joins for Warehouse Management
Menus for Endeca Warehouse Management

Descriptive Flexfield (DFF) Search

Overview
Product Descriptive Flexfields

EBS Custom Components

EBS Results Grid
EBS Quick Links
EBS Global Searchbox
EBS Multi-view Available Refinements and Selected Refinements
Summarization Bar Metric Refinement

Advanced Search Capabilities

Overview
Partial (Wildcard) Search
Interaction of Partial Search with Other Features
Performance Impact of Partial Search
Partial Search Guidelines
Exclude All Functionality

Search Audit

Search Audit Overview
Configuring Search Audit
Configuring Portlet Types
Enabling Search Audit

Index