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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 Release 12 (11.12.x.0.0)
• Significant Changes in this Document for 11g Release 11 (11.1.11)
• New and Changed Features for 11g Release 10 (11.1.10)
• Significant Changes in this Document for 11g Release 10 (11.1.10)

Part I Introduction to Customizing and Extending Oracle Fusion Applications

1 Customizing and Extending Oracle Fusion Applications

• 1.1 About Customizing and Extending Oracle Fusion Applications
  • 1.1.1 About Personalization
  • 1.1.2 About Runtime Customizations and Extensions
  • 1.1.3 About Design Time Customizations and Extensions
• 1.2 About Customization Layers
• 1.3 About the Customization Tools
  • 1.3.1 About Role-Based Access to Tools
  • 1.3.2 About Personalizing and Customizing Pages Using Page Composer
  • 1.3.3 About Customizing Pages Using Application Composer
  • 1.3.4 About Creating and Customizing Objects
  • 1.3.5 About Creating and Customizing Business Process Flows for Custom Objects
  • 1.3.6 About Defining Security Policies for Custom Objects
  • 1.3.7 About Adding Custom Attributes to Business Components
  • 1.3.8 About Customizing Reports and Analytics
  • 1.3.9 About Performing Design Time Customizations
  • 1.3.10 About Modifying Oracle Business Intelligence Repository for Customized Analytics
  • 1.3.11 Understanding Other Available Customizations
  • 1.3.12 What You Can Customize and Extend and with Which Tool
  • 1.3.13 About Installing Customization Tools

2 Understanding the Customization Development Life Cycle

• 2.1 Understanding Typical Customization Workflows
  • 2.1.1 About the Runtime Customization Workflow
  • 2.1.2 About the Design Time Customization Workflow
• 2.2 About the Sandbox Manager
• 2.3 About Exporting and Moving Customizations

Part II Design Time Customizations and Extensions

3 Using Oracle JDeveloper for Customizations

• 3.1 About Using JDeveloper for Customization
  • 3.1.1 About Customizing Oracle ADF Artifacts
  • 3.1.2 About Using JDeveloper to Customize SOA Composite Applications
• 3.2 Customizing Oracle ADF Artifacts with JDeveloper
  • 3.2.1 Creating the Customization Application Workspace
  • 3.2.2 Configure the Application
  • 3.2.3 Import Artifacts to be Customized
  • 3.2.4 Configure the View Project
  • 3.2.5 Import Pre-Seeded Customizations
  • 3.2.6 Test the New Application
  • 3.2.7 Determining Which Oracle ADF Artifacts You Need to Customize
  • 3.2.8 Customizing the Artifacts
  • 3.2.9 Guidelines for Avoiding Conflicts Among Multiple Customization Developers
  • 3.2.10 About Running Customizations Locally
  • 3.2.11 About Importing Customizations into Your Application Workspace
  • 3.2.12 About Resynchronizing Your Customization Application Workspace Configuration Files
    • 3.2.12.1 Resynchronizing Your Customization Application Workspace Configuration Files
• 3.3 About Customizing SOA Composite Applications with JDeveloper
  • 3.3.1 Before You Start Using JDeveloper to Customize SOA Composite Applications
  • 3.3.2 Setting Up the SOA Shared Repository in JDeveloper
  • 3.3.3 Configuring the SOA Application Workspace in JDeveloper
  • 3.3.4 Configuring the Composite Project in JDeveloper
  • 3.3.5 Customizing the SOA Composite Application
  • 3.3.6 About Customizing SOA Resource Bundles

4 Customizing and Extending Oracle ADF Application Artifacts

• 4.1 About Customizing Oracle ADF Application Artifacts
  • 4.1.1 Before You Start Customizing Oracle ADF Application Artifacts
  • 4.1.2 About Customizing at the Role Level
    • 4.1.2.1 Conditionally Rendering a Button Based on a Role
• 4.2 About Editing Existing Business Components
  • 4.2.1 About Editing Attributes
  • 4.2.2 About Adding Attributes
  • 4.2.3 About Editing Entity Objects
  • 4.2.4 About Editing View Objects
  • 4.2.5 About Editing Validation
  • 4.2.6 Customizing Business Logic Using Groovy Triggers
  • 4.2.7 About Editing Application Modules
  • 4.2.8 About Adding Customizations to Existing Reports
• 4.3 About Editing Task Flows
• 4.4 Editing Pages
• 4.5 About Creating Custom Business Components
  • 4.5.1 Creating Custom Entity Objects
  • 4.5.2 Creating Custom View Objects
  • 4.5.3 Creating Custom Application Modules
  • 4.5.4 Creating a Web Service Interface for a Custom Application Module
  • 4.5.5 Adding Validation
  • 4.5.6 About Enforcing Data Security for a Custom Business Object
  • 4.5.7 About Adding a Business Object to an Existing Report
• 4.6 About Creating Custom Task Flows
  • 4.6.1 Creating a Custom Task Flow
• 4.7 About Creating Custom Pages
  • 4.7.1 Creating a Custom Page
• 4.8 About Customizing and Extending the Oracle Fusion Applications Schemas
  • 4.8.1 What You Can Do with Schema Modifications
  • 4.8.2 What You Cannot Do with Schema Modifications
  • 4.8.3 About Extending the Schemas Using a Custom Schema
    • 4.8.3.1 About Creating a Custom Schema
    • 4.8.3.2 About Creating Custom Database Tables, Columns, Indexes, and Sequences
    • 4.8.3.3 About Creating Custom PL/SQL Packages, Procedures, Functions, and Abstract Data Types
  • 4.8.4 About Extending a Preconfigured Schema
    • 4.8.4.1 About Editing Database Tables
    • 4.8.4.2 About Creating Custom Database Tables, Columns, Indexes, and Sequences
    • 4.8.4.3 About Creating Custom PL/SQL Packages, Procedures, Functions, and Abstract Data Types
• 4.9 About Customizing or Creating a Custom Search Object
• 4.10 About Editing the UI Shell Template
• 4.11 About Customizing Menus
• 4.12 About Customizing or Adding Static Instructions, In-Field Notes, and Terminology Definitions
  • 4.12.1 About Adding Help Strings to a Resource Bundle
  • 4.12.2 About Associating the Component with the Help Strings
• 4.13 About Customizing or Adding Resource Bundles
• 4.14 About Extending Oracle Fusion Applications with a Custom Peer Application
• 4.15 About Deploying Oracle ADF Customizations and Extensions
  • 4.15.1 About Deploying the Customizations
  • 4.15.2 About Packaging New Artifacts into an ADF Library

5 Customizing and Extending SOA Components

• 5.1 About Customizing and Extending SOA Components
  • 5.1.1 Before You Start Customizing SOA Composite Applications
• 5.2 About Customizing SOA Composite Applications
  • 5.2.1 About Starting the Runtime Customization Tool
  • 5.2.2 Selecting the Data to Customize
  • 5.2.3 About Customizing Business Rules
  • 5.2.4 About Customizing Domain Value Maps
  • 5.2.5 About Customizing SOA Composite Application Endpoint Properties
  • 5.2.6 Synchronizing Customized Flexfields in the MDS Repository for SOA
  • 5.2.7 About Customizing Task Flows in Oracle BPM Worklist
  • 5.2.8 Viewing the Tabs of the Human Task Editor in Oracle BPM Worklist
  • 5.2.9 Viewing Stage and Participant Properties
• 5.3 About Merging Runtime Customizations from a Previously Deployed Revision into a New Revision
• 5.4 About Extending or Customizing Custom SOA Composite Applications
  • 5.4.1 Customizing a Base SOA Composite Application in JDeveloper
  • 5.4.2 About Extending or Customizing Custom Business Rules
  • 5.4.3 About Extending or Customizing Custom BPEL Processes
  • 5.4.4 About Extending or Customizing Custom Human Tasks
  • 5.4.5 About Extending Business Events
  • 5.4.6 About Extending or Customizing Custom Oracle Mediators
  • 5.4.7 About Customizing SOA Composite Application Components
  • 5.4.8 About Extending or Customizing Transformations (in a Transform Activity)
  • 5.4.9 Extending XSD or WSDL Files
  • 5.4.10 About Extending JCA Adapters
• 5.5 About Deploying SOA Composite Application Customizations and Extensions
• 5.6 About Extending a New Oracle SOA Suite Service
  • 5.6.1 About Setting Up a Development Environment
  • 5.6.2 About Using JDeveloper to Create Applications, Projects, and Services
  • 5.6.3 Understanding Common Service Use Cases and Design Patterns
  • 5.6.4 About Using Oracle SOA Suite with MDS Repository
  • 5.6.5 About Using Oracle Enterprise Repository to Discover Oracle Fusion Applications Services
  • 5.6.6 About Securing Oracle Fusion Applications and Services
  • 5.6.7 About Deploying SOA Composite Applications and Services
  • 5.6.8 Understanding Fusion Applications Deployment Topology

6 Extending and Customizing Oracle Enterprise Scheduler Jobs

• 6.1 About Extending and Customizing Oracle Enterprise Scheduler Jobs
  • 6.1.1 Before You Start Extending and Customizing Oracle Enterprise Scheduler Jobs
• 6.2 About Extending Custom Oracle Enterprise Scheduler Jobs Using Existing Oracle Fusion Applications
  • 6.2.1 About Extending a Custom PL/SQL Oracle Enterprise Scheduler Job
    • 6.2.1.1 Implementing the Logic for the PL/SQL Job
    • 6.2.1.2 Creating a Job Definition Metadata File for the PL/SQL Job
  • 6.2.2 About Extending a Custom Java Oracle Enterprise Scheduler Job
    • 6.2.2.1 Implementing the Logic for the Java Job
    • 6.2.2.2 Deploying the Java Business Logic
    • 6.2.2.3 Creating a Job Definition Metadata File for the Java Job
  • 6.2.3 Submitting Oracle Enterprise Scheduler Jobs
• 6.3 About Creating a Custom Oracle Enterprise Scheduler Application to Extend Oracle Enterprise Scheduler Jobs
  • 6.3.1 Creating Host and UI Applications Using an Ant Script
  • 6.3.2 Generating an Oracle Enterprise Scheduler Synchronous Java Job Business Logic Template
  • 6.3.3 About Creating Oracle Enterprise Scheduler Job Metadata Using JDeveloper
    • 6.3.3.1 Creating an Oracle Enterprise Scheduler Job Definition in the Host Application
    • 6.3.3.2 Creating a Schedule Request Submission UI to Enable End Users to Fill in Properties
      • 6.3.3.2.1 Creating an Oracle ADF Model Project
      • 6.3.3.2.2 Creating an ADF Business Components View Object for Oracle Enterprise Scheduler
  • 6.3.4 About Assembling Oracle Enterprise Scheduler Oracle Fusion Applications
    • 6.3.4.1 Assembling an Oracle Enterprise Scheduler Shared Library
    • 6.3.4.2 Assembling the Host Application
    • 6.3.4.3 Assembling the Oracle ADF Producer Application
  • 6.3.5 About Deploying Oracle Enterprise Scheduler Oracle Fusion Applications
    • 6.3.5.1 Deploying the Shared Oracle Enterprise Scheduler Library Using JDeveloper
    • 6.3.5.2 Deploying the Shared Oracle Enterprise Scheduler Library Using an Ant Script
    • 6.3.5.3 Deploying the Oracle Enterprise Scheduler Host Application Using JDeveloper
    • 6.3.5.4 Deploying the Oracle Enterprise Scheduler Host Application Using an Ant Script
    • 6.3.5.5 Deploying the Oracle ADF Producer Application Using JDeveloper
    • 6.3.5.6 Deploying the Oracle ADF Producer Application Using an Ant Script
  • 6.3.6 About Registering Oracle Enterprise Scheduler Topology Objects
    • 6.3.6.1 Creating Oracle Enterprise Scheduler Topology Objects
    • 6.3.6.2 Registering Oracle Enterprise Scheduler Topology Objects
  • 6.3.7 About Granting Job Metadata Permissions to Application Roles and Users
    • 6.3.7.1 Creating a Resource
    • 6.3.7.2 Defining a Policy
    • 6.3.7.3 Testing Oracle Enterprise Scheduler Job Submissions from the Oracle Enterprise Scheduler Central UI
• 6.4 About Customizing Existing Oracle Enterprise Scheduler Job Properties

7 Customizing Security for Oracle ADF Application Artifacts

• 7.1 About the Oracle Fusion Security Approach
  • 7.1.1 What You Need to Know Before Proceeding with This Chapter
  • 7.1.2 Learning More About Technologies Used to Secure Oracle Fusion Applications
• 7.2 About Extending the Oracle Fusion Applications Security Reference Implementation
• 7.3 About Extending and Securing Oracle Fusion Applications
  • 7.3.1 Oracle Fusion Security Customization Guidelines for New Functionality
  • 7.3.2 Oracle Fusion Security Customization Process Overview
    • 7.3.2.1 Se curing a New Business Object in the Extended Oracle Fusion Application
  • 7.3.3 Oracle Fusion Security Customization Scenarios
  • 7.3.4 Scenarios Related to Extending and Securing Data Model Components
  • 7.3.5 Scenarios Related to Extending and Securing User Interface Artifacts
  • 7.3.6 What You Can Customize in the Data Security Policy Store at Design Time
  • 7.3.7 What You Can Customize in the Data Model Project at Design Time
  • 7.3.8 What You Can Customize in the User Interface Project at Design Time
  • 7.3.9 What You Can Customize in the Application Security Policy Store at Design Time
  • 7.3.10 What You Cannot Do with Security Policies at Design Time
  • 7.3.11 Before You Start Customizing Security
• 7.4 Defining Data Security Policies on Custom Business Objects
  • 7.4.1 Process Overview for Defining Data Security Policies
    • 7.4.1.1 Defining a Data Security Policy in Oracle Authorization Policy Manager
  • 7.4.2 Overview of Specific Data Security Tasks You Can Perform
    • 7.4.2.1 Registering the Business Object as a Database Resource
      • 7.4.2.1.1 Specifying the Primary Key Columns of the Policy's Database Resource
      • 7.4.2.1.2 Filtering Columns of the Policy's Database Resource
    • 7.4.2.2 About Managing Database Resource Conditions
      • 7.4.2.2.1 Defining a New Database Resource Condition
    • 7.4.2.3 Managing Database Resource Actions
    • 7.4.2.4 About Creating a Data Security Policy
      • 7.4.2.4.1 Performing Prerequisite Tasks
      • 7.4.2.4.2 Creating a New Data Security Policy
    • 7.4.2.5 Modifying a Custom Data Security Policy
• 7.5 Defining Data Security Policies Using Data Role Templates
  • 7.5.1 Process Overview for Defining Data Security Policies
    • 7.5.1.1 Creating or Revising a Data Role Template
  • 7.5.2 Specific Data Role Template Tasks You Can Perform
    • 7.5.2.1 Creating a Template
    • 7.5.2.2 Running a Template
      • 7.5.2.2.1 About Running Templates Programmatically
    • 7.5.2.3 Updating a Template
    • 7.5.2.4 Importing and Exporting a Template
• 7.6 About Enforcing Data Security in the Data Model Project
  • 7.6.1 Enforcing Row Security for the Standard Operations of a Business Object
  • 7.6.2 Enforcing Row Security for a Custom Operation of a Business Object
  • 7.6.3 Enforcing Security for Attributes of a Business Object (as an Alternative to Column-level Security)
• 7.7 About Defining Function Security Policies for the User Interface Project
  • 7.7.1 Process Overview for Function Security
    • 7.7.1.1 Defining Function Security Policies
  • 7.7.2 About Specific Function Security Tasks You Can Perform
    • 7.7.2.1 Creating Entitlement Grants for a Specific Application Role
    • 7.7.2.2 Creating Resource Grants for the Authorized User Role
    • 7.7.2.3 Displaying or Hiding User Interface Components in a Web Page
    • 7.7.2.4 About Creating a Custom Oracle Platform Security Services Permission and Using it in a Grant

8 Modifying the Oracle Business Intelligence Repository for Customized Analytics

• 8.1 About Oracle BI Server and Oracle BI Repository Architecture
  • 8.1.1 About the Oracle BI Repository
  • 8.1.2 About Oracle BI Server Architecture
  • 8.1.3 About Layers in the Oracle BI Repository
• 8.2 About Modifying the Fusion Applications Oracle BI Repository
  • 8.2.1 Overview of Modifying the Oracle BI Repository
  • 8.2.2 About Modifying the Oracle BI Repository In Online or Offline Mode
  • 8.2.3 Product Patching and the Oracle BI Repository
• 8.3 Tools For Modifying the Fusion Applications Oracle BI Repository and Fusion Application Oracle BI Objects
  • 8.3.1 About Creating ADF View Objects and Using Them as Data Sources in the Oracle BI Repository
  • 8.3.2 About the Oracle BI EE Plus Client Installer
  • 8.3.3 Determining the Fusion Applications BI Server Port for the Oracle BI Administration Tool ODBC System DSN
• 8.4 Before You Begin Modifying the Fusion Applications Oracle BI EE Presentation Catalog
  • 8.4.1 About Using the Catalog Manager to Manage Fusion Application BI Objects
  • 8.4.2 About the Oracle BI EE Presentation Catalog's Directory Structure and Contents
  • 8.4.3 About Modifying the Presentation Catalog in Online or Offline Mode
  • 8.4.4 Opening the Catalog Manager to Manage Fusion Applications BI Objects
• 8.5 Before You Begin Modifying the Oracle Fusion Applications Oracle BI Repository
  • 8.5.1 About Using the Administration Tool to Modify the Oracle Fusion Applications Oracle BI Repository
  • 8.5.2 Opening the Administration Tool
  • 8.5.3 Understanding the Administration Tool's Main Window
  • 8.5.4 Locating and Copying the Oracle Fusion Applications' Oracle BI Repository to Work in Offline Mode
  • 8.5.5 Managing Connection Pools
• 8.6 Modifying the Oracle Fusion Applications Oracle BI Repository
  • 8.6.1 Creating BI View Objects for Custom Fact and Dimension Tables
  • 8.6.2 Modifying Existing Fact or Dimension Tables
  • 8.6.3 Adding New Fact or Dimension Tables
  • 8.6.4 Changing How Metadata Is Displayed in Answers Reports
  • 8.6.5 Reorganizing Presentation Layer Metadata
• 8.7 Finalizing the Fusion Applications Oracle BI Repository Modifications
  • 8.7.1 Debugging Oracle BI Repository Errors
  • 8.7.2 Testing the Oracle BI Repository Before Moving to Production
  • 8.7.3 Programmatically Moving Oracle BI repository Changes to Production Systems
• 8.8 About Embedding Oracle BI Objects in Oracle Fusion Applications
• 8.9 About Passing a Prompt Filter Value to a BI ADF Region Dynamically
  • 8.9.1 Passing a Prompt-Filter Value to a BI ADF Region Dynamically
• 8.10 Common Troubleshooting Issues
• 8.11 Common Caching Issues

9 Translating Custom Text

• 9.1 About Translating Custom Text
• 9.2 About Translating Resource Bundles from an Oracle Metadata Services Repository
  • 9.2.1 Defining Translations for the Custom Text in an MDS Repository
• 9.3 About Translating Page Composer, Application Composer, and Customize User Interface Text Tool Customizations
• 9.4 About Translating Menu Customizations
• 9.5 About Translating Flexfield and Value Set Configurations

10 Configuring End-User Personalization

• 10.1 About Configuring End-User Personalization
• 10.2 About Allowing Pages to Be Personalized by End Users in Page Composer
  • 10.2.1 About Enabling or Disabling Personalization on Existing Standard Pages
  • 10.2.2 Enabling Page Composer Personalization on Custom Pages
• 10.3 About Configuring End-User Personalization for Components
  • 10.3.1 About Persisting Attribute Values on JSPX Pages

11 Customizing the Oracle Fusion Applications Skin

• 11.1 About Skinning Oracle Fusion Applications

Part III Appendixes

A Troubleshooting Customizations

• A.1 Introduction to Troubleshooting Customizations
• A.2 Getting Started with Troubleshooting and Logging Basics for Customizations
  • A.2.1 About Exporting Customizations
  • A.2.2 About Backing Up and Restoring Customizations
  • A.2.3 About Choosing the Right Customization Layer
  • A.2.4 Determining the Full Path for a Customizations Document
  • A.2.5 About Determining Whether a Customization Layer is Active
  • A.2.6 About Logging Customizations that Are Applied to a Page
• A.3 About Resolving Common Problems
  • A.3.1 User Interface is not Displaying the Active Sandbox Customizations
  • A.3.2 Customizations Context Table Is Empty in Oracle JDeveloper
  • A.3.3 Application Is Not Displayed Correctly After Applying a Customized Skin
  • A.3.4 Finding the EAR File for an Application
• A.4 About Using My Oracle Support for Additional Troubleshooting Information

Glossary