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Oracle® Fusion Applications Extensibility Guide
11
g
Release 5 (11.1.5)
Part Number E16691-07
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New in This Guide
New and Changed Features for 11
g
Release 5 (11.1.5)
Other Significant Changes in this Document for 11
g
Release 5 (11.1.5)
Part I Introduction to Customizing and Extending Oracle Fusion Applications
1
Customizing and Extending Oracle Fusion Applications
1.1
Understanding Customizing and Extending Oracle Fusion Applications
1.1.1
Personalization
1.1.2
Runtime Customizations and Extensions
1.1.3
Design Time Customizations and Extensions
1.2
Understanding Customization Layers
1.3
Understanding the Business User and Developer Tools
1.3.1
Understanding Role-Based Access to Tools
1.3.2
Personalizing and Customizing Pages Using Page Composer
1.3.3
Customizing Pages Using CRM Application Composer
1.3.4
Creating and Customizing Business Objects
1.3.5
Creating Business Process Flows for Custom Business Objects
1.3.6
Defining Security Policies for Custom Business Objects
1.3.7
Adding Custom Attributes to Business Objects
1.3.8
Customizing Reports and Analytics
1.3.9
Performing Design Time Customizations
1.3.10
Customizing and Extending Oracle BPM Project Templates
1.3.11
Understanding Other Available Customizations
1.3.12
What You Can Customize and Extend and with Which Tool
1.3.13
Installing Customization Tools
2
Understanding the Customization Development Lifecycle
2.1
Understanding Typical Customization Workflows
2.1.1
Runtime Customization Workflow
2.1.2
Design Time Customization Workflow
2.2
Using the Sandbox Manager
2.2.1
Sandboxes and Concurrent Usage
2.2.1.1
Conflicts Within a Sandbox
2.2.1.2
Conflicts Between Sandboxes
2.2.1.3
Guidelines for One Sandbox, Multiple Users
2.2.1.4
Guidelines for Multiple Sandboxes, Multiple Users
2.2.2
Setting Up Sandboxes
2.2.3
Publishing Sandboxes
2.3
Viewing and Diagnosing Runtime Customizations
2.3.1
Before You Begin Using the Manage Customizations Dialog
2.3.2
Viewing Customizations Using the Manage Customizations Dialog
2.3.3
Backing Out Customizations
2.4
Downloading and Uploading Customization Files
2.4.1
Downloading and Uploading Customization Files Using the Manage Customizations Dialog
2.4.2
Downloading and Uploading Customization Files Using WLST Commands
2.4.3
Downloading and Uploading Customization Files Using Fusion Applications Control
Part II Business User Customizations and Extensions
3
Customizing Existing Pages
3.1
About Customizing Existing Pages
3.1.1
Page Composer User Interface Overview
3.1.2
Effects of Editing Objects That Display on Multiple Pages
3.1.3
What You Can Do with Pages at Runtime
3.1.3.1
Nondashboard Pages in Oracle Fusion CRM Applications
3.1.3.2
Dashboard Pages in Oracle Fusion CRM Applications
3.1.3.3
Pages in Non-CRM Applications
3.1.3.4
UI Shell Template
3.1.4
What You Cannot Do with Pages at Runtime
3.1.5
Before You Begin Customizing Existing Pages
3.2
Editing a Page in Page Composer
3.3
Editing Component Properties in Page Composer
3.4
Editing the UI Shell Template Used by All Pages
3.5
Editing Pages in Oracle JDeveloper After Using Page Composer
4
Customizing Objects
4.1
About Customizing and Extending Your Fusion Application with Objects
4.1.1
What You Can Customize and Create in the Runtime Environment
4.1.2
What You Cannot Customize in the Runtime Environment
4.1.3
Before You Begin Customizing and Extending Your Oracle Fusion Application with Objects
4.2
Editing Objects
4.3
Editing a Page in CRM Application Composer
4.4
Creating Custom Objects
4.5
Creating and Editing Search Objects
4.6
Editing Objects and Pages in Oracle JDeveloper After Using CRM Application Composer
5
Using Flexfields for Custom Attributes
5.1
About Using Flexfields
5.1.1
What You Can Do with Flexfields at Runtime
5.1.2
What You Cannot Do with Flexfields at Runtime
5.1.3
What You Cannot Do with Flexfields at Design Time
5.1.4
Before You Begin Using Flexfields to Create Custom Attributes
5.2
Finding the Flexfields on a Page
5.3
Planning Your Flexfields
5.3.1
Planning Descriptive Flexfields
5.3.2
Planning Extensible Flexfields
5.4
Creating Custom Value Sets
5.5
Configuring Flexfields
5.5.1
Configuring Descriptive Flexfields
5.5.2
Configuring Extensible Flexfields
5.6
Validating Flexfield Configurations
5.7
Deploying Flexfield Configurations
5.8
Integrating Custom Attributes
6
Customizing the Navigator Menu
6.1
About Navigator Menu Configuration
6.1.1
What You Can Do with the Navigator Menu at Runtime
6.1.2
What You Cannot Do with the Navigator Menu at Runtime
6.1.3
Before You Begin Customizing the Navigator Menu
6.2
Adding Groups
6.3
Adding Items
6.4
Hiding and Showing Nodes
7
Customizing and Extending BPMN Processes
7.1
About Customizing BPMN Processes
7.1.1
Oracle Tools for Customizing and Extending BPMN Processes
7.1.2
What You Can Do with BPMN Processes at Runtime
7.1.2.1
What You Can Customize Using Oracle SOA Composer and Oracle BPM Worklist
7.1.2.2
What You Can Customize Using Business Process Composer
7.1.3
What You Cannot Do with BPMN Processes at Runtime
7.1.4
Before You Begin Customizing BPMN Processes
7.2
Creating an Oracle BPM Project
7.3
Customizing BPMN Processes
7.4
Saving an Oracle BPM Project to the BPM Repository
7.5
Deploying an Oracle BPM Project
7.6
Configuring Oracle Fusion Applications to Use BPMN Processes
7.6.1
Configuring BPMN Processes in CRM Applications
7.6.2
Configuring BPMN Processes in HCM Applications
8
Customizing Reports and Analytics
8.1
About Customizing Reports and Analytics
8.2
Customizing Reports
8.2.1
About Customizing Reports
8.2.1.1
About Tasks Required When Customizing Reports That Are Submitted by the Oracle Enterprise Scheduler
8.2.1.2
What You Can Customize
8.2.1.3
Related Report Customization Tasks
8.2.1.4
Tools for Customizing Reports
8.2.1.5
Before You Begin Customizing Reports
8.2.2
Customizing Layouts
8.2.2.1
Customizing RTF Templates
8.2.2.2
Customizing BI Publisher Templates
8.2.3
Customizing Data Models
8.2.3.1
Editing Existing Data Models
8.2.3.2
Creating a New Data Model
8.2.4
Creating Custom Reports
8.2.5
Adding Translations
8.2.6
Tasks Required to Run Custom Reports with Oracle Enterprise Scheduler Service
8.2.6.1
Creating a New Oracle Enterprise Scheduler Job Definition
8.2.6.2
Customizing Parameters for Reports Submitted Through Oracle Enterprise Scheduler
8.2.7
Securing Custom Reports and Related Components
8.2.8
Making Reports Available to Users in the Reports and Analytics Pane
8.2.9
Enabling Reports for Scheduling from the Reports and Analytics Pane
8.3
Customizing Analytics
8.3.1
About Customizing Analytics
8.3.1.1
What You Can Customize in Analytics
8.3.1.2
Before You Begin Customizing Analytics
8.3.2
Customizing Analytics
8.3.3
Customizing the Oracle BI Repository (RPD)
9
Customizing Security for Custom Business Objects
9.1
About Defining Security Policies
9.1.1
About the Implementation of Security Policies in CRM Application Composer
9.1.2
What You Can Do with Security Policies at Runtime
9.1.3
What You Cannot Do with Security Policies at Runtime
9.1.4
Before You Begin Customizing Security
9.2
Defining Security Policies for Custom Business Objects
9.3
Enabling End User Instance-Level Security Customization
9.4
Preventing Corrupted Security Policies in CRM Application Composer
Part III Developer Customizations and Extensions
10
Using Oracle JDeveloper for Customizations
10.1
About Using JDeveloper for Customization
10.1.1
About Customizing Oracle ADF Artifacts
10.1.2
About Using JDeveloper to Customize SOA Composite Applications
10.1.3
Before You Begin Using JDeveloper to Customize
10.2
Customizing Oracle ADF Artifacts with JDeveloper
10.2.1
Creating the Customization Application Workspace
10.2.2
Determining Which Oracle ADF Artifacts You Need to Customize
10.2.3
Customizing the Artifacts
10.2.4
Importing Customizations into Your Application Workspace
10.2.5
Resynchronizing Your Customization Application Workspace Configuration Files
10.3
Customizing SOA Composite Applications with JDeveloper
10.3.1
Before You Begin Using JDeveloper to Customize
10.3.2
Setting Up the JDeveloper Application Workspace and SOA Composite Application Project for MDS Repository Customization
10.3.3
Customizing the SOA Composite Application
10.3.4
Customizing SOA Resource Bundles
11
Customizing and Extending Oracle ADF Application Artifacts
11.1
About Customizing Oracle ADF Application Artifacts
11.1.1
Before You Begin Customizing Oracle ADF Application Artifacts
11.2
Editing Existing Business Components
11.3
Editing Task Flows
11.4
Editing Pages
11.5
Creating Custom Business Components
11.6
Creating Custom Task Flows
11.7
Creating Custom Pages
11.8
Customizing and Extending the Oracle Fusion Applications Schemas
11.8.1
About Customizing and Extending the Oracle Fusion Applications Schemas
11.8.2
What You Can Do with Schema Modifications
11.8.3
What You Cannot Do with Schema Modifications
11.8.4
Before You Begin Extending the Oracle Fusion Applications Schemas
11.8.5
Extending the Schemas Using a Custom Schema
11.8.6
Extending a Preconfigured Schema
11.9
Customizing or Creating a Custom Search Object
11.10
Editing the UI Shell Template
11.11
Customizing Menus
11.12
Customizing or Adding Resource Bundles
11.13
Extending Oracle Fusion Applications with a Custom Peer Application
11.14
Deploying Oracle ADF Customizations and Extensions
12
Customizing and Extending SOA Components
12.1
About Customizing and Extending SOA Components
12.1.1
Before You Begin Customizing SOA Composite Applications
12.2
Customizing SOA Composite Applications
12.3
Merging Runtime Customizations from a Previously Deployed Revision into a New Revision
12.4
Extending or Customizing Custom SOA Composite Applications
12.5
Deploying SOA Composite Application Customizations and Extensions
12.6
Extending a New Oracle SOA Suite Service
13
Customizing and Extending Oracle BPM Project Templates
13.1
About Customizing Project Templates
13.1.1
About the Business Catalog
13.1.2
Before You Begin Using JDeveloper to Customize Project Templates
13.2
Customizing or Extending a Project Template
13.3
Publishing Project Templates to the BPM Repository
14
Customizing and Extending Oracle Enterprise Scheduler Jobs
14.1
About Customizing and Extending Oracle Enterprise Scheduler Jobs
14.1.1
Main Steps for Extending Oracle Enterprise Scheduler Jobs
14.1.2
Main Steps for Customizing Oracle Enterprise Scheduler Jobs
14.1.3
Before You Begin Extending and Customizing Oracle Enterprise Scheduler Jobs
14.2
Extending Custom Oracle Enterprise Scheduler Jobs Using Existing Oracle Fusion Applications
14.2.1
Extending a Custom PL/SQL Oracle Enterprise Scheduler Job
14.2.2
Extending a Custom Oracle BI Publisher Oracle Enterprise Scheduler Job
14.2.3
Extending a Custom Java Oracle Enterprise Scheduler Job
14.2.4
Submitting Oracle Enterprise Scheduler Jobs
14.3
Creating a Custom Oracle Enterprise Scheduler Application to Extend Oracle Enterprise Scheduler Jobs
14.3.1
Creating Host and UI Applications Using an Ant Script
14.3.2
Generating an Oracle Enterprise Scheduler Synchronous Java Job Business Logic Template
14.3.3
Creating Oracle Enterprise Scheduler Job Metadata Using JDeveloper
14.3.3.1
Creating an Oracle Enterprise Scheduler Job Definition in the Host Application
14.3.3.2
Creating a Schedule Request Submission UI to Enable End Users to Fill in Properties
14.3.4
Assembling Oracle Enterprise Scheduler Oracle Fusion Applications
14.3.5
Deploying Oracle Enterprise Scheduler Oracle Fusion Applications
14.3.6
Registering Oracle Enterprise Scheduler Topology Objects
14.3.7
Granting Job Metadata Permissions to Application Roles and Users
14.4
Customizing Existing Oracle Enterprise Scheduler Job Properties
15
Customizing Security for Oracle ADF Application Artifacts
15.1
About the Oracle Fusion Security Approach
15.1.1
How to Proceed with This Chapter
15.1.2
Related Security Documents
15.2
About Extending the Oracle Fusion Applications Security Reference Implementation
15.3
About Extending and Securing Oracle Fusion Applications
15.3.1
Oracle Fusion Security Customization Guidelines for New Functionality
15.3.2
Oracle Fusion Security Customization Process Overview
15.3.3
Oracle Fusion Security Customization Scenarios
15.3.4
Scenarios Related to Extending and Securing Data Model Components
15.3.5
Scenarios Related to Extending and Securing User Interface Artifacts
15.3.6
What You Can Customize in the Data Security Policy Store at Design Time
15.3.7
What You Can Customize in the Data Model Project at Design Time
15.3.8
What You Can Customize in the User Interface Project at Design Time
15.3.9
What You Can Customize in the Application Security Policy Store at Design Time
15.3.10
What You Cannot Do with Security Policies at Design Time
15.3.11
Before You Begin Customizing Security
15.4
Defining Data Security Policies on Custom Business Objects
15.5
Enforcing Data Security in the Data Model Project
15.6
Defining Function Security Policies for the User Interface Project
16
Translating Custom Text
16.1
About Translating Custom Text
16.2
Translating Resource Bundles from an MDS Repository
16.3
Translating Page Composer and CRM Application Composer Customizations
16.4
Translating Navigator Menu Customizations
16.5
Translating Flexfield and Value Set Configurations
17
Configuring End-User Personalization
17.1
About Configuring End-User Personalization
17.1.1
Before You Begin Allowing Pages or Components to be Personalized
17.2
Allowing Pages to Be Personalized by End Users in Page Composer
17.3
Configuring End-User Personalization for Components
18
Customizing Help
18.1
About Customizing Help
18.1.1
What You Can Do with Help
18.1.2
Before You Begin Customizing Help
18.2
Customizing or Extending Oracle Fusion Applications Help
18.3
Customizing or Adding Bubble Embedded Help
18.4
Customizing or Adding Static Instructions, In-Field Notes, and Terminology Definitions
19
Customizing the Oracle Fusion Applications Skin
19.1
Introduction to Skinning Oracle Fusion Applications
19.1.1
Before You Begin Customizing the Oracle Fusion Applications Skin
19.2
Creating a Custom Oracle Fusion Applications Skin
19.3
Applying a Custom Skin to Your Oracle Fusion Applications
Part IV Appendixes
A
Troubleshooting Customizations
A.1
Introduction to Troubleshooting Customizations
A.2
Getting Started with Troubleshooting and Logging Basics for Customizations
A.2.1
Diagnosing Customization Issues Using the Manage Customizations Dialog
A.2.2
Importing and Exporting Customizations
A.2.3
Deleting Customizations
A.2.4
Backing Up and Restoring Customizations
A.2.5
Choosing the Right Customization Layer
A.2.6
Determining the Full Path for a Customizations Document
A.2.7
Determining Whether a Customization Layer is Active
A.2.8
Logging Customizations that Are Applied to a Page
A.2.9
Determining Whether a Page Has Customizations
A.2.10
Using Sandboxes for Page Customizations
A.2.11
Using Sandboxes for Flexfield Configurations
A.2.12
Troubleshooting Flexfield Deployment
A.2.13
Validating Flexfield Metadata
A.3
Resolving Common Problems
A.3.1
User Interface is not Displaying the Active Sandbox Customizations
A.3.2
Conflict Errors Reported When You Publish a Sandbox
A.3.3
Dashboard Title Change Does Not Appear in Browser Title Bar, Navigator Link, or Tab
A.3.4
Cannot Open Page After Personalizations
A.3.5
Missing Navigator Menu Item
A.3.6
Navigator Menu Item Does Not Work
A.3.7
Customizations Context Table Is Empty in Oracle JDeveloper
A.3.8
Application Is Not Displayed Correctly After Applying a Customized Skin
A.3.9
Nothing Changes After Clicking Cancel in Set Preferences Page
A.3.10
Finding the EAR File for an Application
A.4
Using My Oracle Support for Additional Troubleshooting Information
Glossary
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