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Context: You need to perform this step only once.

See: To Set Global Preferences for Standalone Oracle Workflow.

See: To Set Global Preferences for Oracle Workflow Embedded in Oracle Applications.

See: Setting User Preferences, Oracle Workflow User's Guide.

See: Set Preferences, Oracle Applications User's Guide.

   To Set Global Preferences for Standalone Oracle Workflow

1. Use a web browser to connect to the Oracle Workflow home page, and then choose the Global Preferences link:

	<webagent>/wfa_html.home

Alternatively, you can connect directly to the Global Preferences web page:

	<webagent>/wf_pref.edit?edit_defaults=Y

<webagent> represents the base URL of the web agent you configured for Oracle Workflow in your Web server.

Attention: These are secured pages, so if you have not yet logged on as a valid user in the current web session, you will be prompted to do so before the page appears.

Note: You must have workflow administrator privileges to access the Global Preferences page. In standalone Oracle Workflow, workflow administrator privileges are initially assigned to all users by default. You can change that assignment in this page.

2. The Global Preferences web page displays a summary of your current global preferences, except for the LDAP password which is not displayed for security reasons. Choose Update to modify these preferences.

3. In the Workflow Administrator field, use the list of values to select the role to which you want to assign workflow administrator privileges. Any user associated with this role can run the Oracle Workflow Find Processes web page, which provides full access to the Workflow Monitor administration features. In addition, any user in the administration role can view any other user's notifications, launch test and demonstration processes, and access the Event Manager web pages. See: Setting Up an Oracle Workflow Directory Service.

If you want all users and roles to have workflow administrator privileges, such as in a development environment, enter an asterisk (*) in the Workflow Administrator field.

Note: To find out which role currently has workflow administrator privileges, without accessing the Global Preferences page, you can use the following command:

		select text 

		from wf_resources

		where name = 'WF_ADMIN_ROLE';

After installing Oracle Workflow, you should change the Workflow Administrator preference from the default setting to the role that you want to have administrator privileges. For the standalone version of Oracle Workflow, the default setting after installation is an asterisk (*). You can log in as any user to access the Global Preferences page and specify the preferences you want.

4. In the Workflow Web Agent field, enter the base URL of the Oracle web agent you defined for Oracle Workflow in Oracle HTTP Server.

Caution: The list of values fields that are implemented in many of Oracle Workflow's web pages will not function properly unless you specify the base URL of your Oracle Workflow web agent in this field.

The base URL should look like this if you are using Oracle HTTP Server as your Web server:

	http://<server.com:portID>/pls/<DAD_name>

<server.com:portID> represents the server and TCP/IP port number on which your web listener accepts requests and <DAD_name> represents the name of the Database Access Descriptor (DAD) you configured for the Oracle Workflow database schema.

See your Oracle HTTP Server documentation for more information.

5. The Local System field displays the system name for the database where this installation of Oracle Workflow is located. Oracle Workflow automatically creates the system definition for this database in the Event Manager during installation. The Business Event System treats this system as the local system. See: Systems, Oracle Workflow Developer's Guide.

Note: The Local System setting is specific to this installation of Oracle Workflow and is not included when Business Event System data is replicated to other systems.

6. In the System Status field, use the list of values to select the Business Event System status that you want to assign to the local system.

• Enabled--Subscriptions are executed on all events.

• Local Only--Subscriptions are executed only on events raised on the local system.

• External Only--Subscriptions are executed only on events received by inbound agents on the local system.

• Disabled--No subscriptions are executed on any events.

Note: Oracle Workflow sets the system status to Enabled by default. After you finish setting up the Business Event System, you can change the setting to the status you want for event processing.

Note: The System Status setting is specific to this installation of Oracle Workflow and is not included when Business Event System data is replicated to other systems.

7. If you are implementing Oracle Internet Directory (OID) synchronization, specify the Lightweight Directory Access Protocol (LDAP) server information for the LDAP directory to which you want to connect.

• LDAP Host--The host on which the LDAP directory resides.

• LDAP Port--The port on the host.

8. If you are implementing OID synchronization, specify the LDAP user account used to connect to the LDAP server. This LDAP user account must have write privileges.

• LDAP User Name--The LDAP user. This user name is required to bind to the LDAP directory. For example:

		cn=orcladmin

• Old LDAP Password--Enter your current LDAP password. Oracle Workflow validates this password before letting you change it.

• New LDAP Password--Enter the new LDAP password you want to use. The password must be at least five characters long.

• Repeat LDAP Password--Enter your new LDAP password again in this field to confirm it. You must enter exactly the same value that you entered in the New LDAP Password field.

Note: LDAP password values are masked as asterisks in the display and are stored in encrypted form.

9. If you are implementing OID synchronization, specify the directories for the change log and the user records.

• LDAP Changelog Base Directory--The LDAP node under which change logs are located. For example:

		cn=changelog

• LDAP User Base Directory--The LDAP node under which user records can be found. For example:

		cn=Base, cn=OracleSchemaVersion 

10. In the Language and Territory fields, use the list of values to select the NLS_LANGUAGE and NLS_TERRITORY combination that defines the default language-dependent behavior and territory-dependent formatting of your users' notification sessions.

11. In the Date Format field, specify an Oracle Database-compliant date format that defines the default date format for the workflow database sessions of all users. An example of an Oracle Database-compliant date format is DD-Mon-RRRR. If you do not specify a date format, then the date format defaults to DD-MON-YYYY.

Note: Oracle Workflow may include a time element when relevant for certain displayed dates, even if you do not include a time format with your date format. If you specify a time format along with your date format, then in those situations when Oracle Workflow displays a time element, you will see two time elements following your date.

12. Leave the Document Home Node field blank. This functionality is reserved for future use.

13. In the 'Send me electronic mail notifications' field, use the list of values to select a notification preference:

• HTML mail with attachments - Send notifications as HTML e-mail with attached links to the Notification Details page. Users must read their mail using an HTML e-mail viewer.

• Plain text mail with HTML attachments - Send notifications as plain text e-mail but include the HTML-formatted version of the notifications and links to the Notification Details page as attachments.

• Plain text mail - Send notifications as plain text e-mail.

• Plain text summary mail - Send a summary of all notifications as plain text e-mail. Users must use the Worklist web page to take action on individual notifications.

• Do not send me mail - Do not send the notifications as e-mail. Users must view the notifications and take action from the Worklist web page.

• HTML mail - Send notifications as HTML e-mail only, without any standard attachments. If custom attachments have been defined for individual notifications in a process, however, those attachments will still be included. Users must read their mail using an HTML e-mail viewer.

Note: The "HTML summary mail" preference is not applicable for standalone Oracle Workflow. This notification preference is currently only available with Oracle Workflow embedded in Oracle Applications.

14. Choose OK once you are satisfied with your changes.

Note: These global language, territory, document home node, and notification preferences are saved to the Oracle Workflow Preferences table for a special user name called -WF_DEFAULT-. The workflow administrator role, workflow web agent, local system, and LDAP information is saved to the Workflow Resources table.

Attention: The Language, Territory, and Notification preference settings in the Global Preferences and User Preferences web pages are valid only if your directory service views map the Language, Territory, and Notification_Preference columns to the Oracle Workflow preferences table. If you map to some other preference source or set a hard-coded value to these columns, any changes you make to the preferences via the preferences web pages are ignored. See: Setting Up an Oracle Workflow Directory Service.

   To Set Global Preferences for Oracle Workflow Embedded in Oracle Applications

1. Use a web browser to navigate to the Workflow Configuration page, using a responsibility and navigation path specified by your system administrator. See: Oracle Workflow Administrator Navigation Paths.

Note: You must have workflow administrator privileges to set global workflow preferences in the Workflow Configuration page. If you do not have administrator privileges, you can view global workflow preferences, but you cannot modify them. In Oracle Applications, workflow administrator privileges are initially assigned to the SYSADMIN user by default. You can change that assignment in this page.

2. In the Workflow System Administrator field, select the role to which you want to assign workflow administrator privileges. Any user associated with this role can set global workflow preferences in this page, view workflows owned by any user and perform administrative operations in the Status Monitor, run test workflows in the Developer Studio, and maintain Business Event System objects and raise test events in the Event Manager. See: Setting Up an Oracle Workflow Directory Service.

If you want all users and roles to have workflow administrator privileges, such as in a development environment, enter an asterisk (*) in the Workflow System Administrator field.

Note: To find out which role currently has workflow administrator privileges, without accessing the Workflow Configuration page, you can use the following command:

		select text 

		from wf_resources

		where name = 'WF_ADMIN_ROLE';

After installing Oracle Workflow, you should change the Workflow Administrator preference from the default setting to the role that you want to have administrator privileges. For the version of Oracle Workflow embedded in Oracle Applications, the default setting after installation is SYSADMIN. You must log in as the SYSADMIN user to access the Workflow Configuration page and specify the preferences you want.

Note: The SYSADMIN role is different than the role associated with the System Administrator responsibility in Oracle Applications. If you want to assign workflow administrator privileges to this or any other Oracle Applications responsibility, you must set the Workflow System Administrator preference to the internal name of the workflow role associated with that responsibility.

You can query the WF_ROLES view to find the role name for a responsibility. For example, to find the role names for various administrator responsibilities in Oracle Applications, use the following command:

		select name, display_name

		from wf_roles

		where display_name like '%Admin%';

If you set the Workflow System Administrator preference to the role name of a responsibility, then any Oracle Applications user with that responsibility will have workflow administrator privileges.

3. If you are integrating with Oracle Internet Directory (OID), specify the Lightweight Directory Access Protocol (LDAP) server information for the LDAP directory to which you will connect. If you already configured these parameters while installing Oracle Application Server with Oracle E-Business Suite, Oracle Workflow displays those values here. For more information, see: Installing Oracle Application Server 10g with Oracle E-Business Suite Release 11i (OracleMetaLink note 233436.1) and Integrating Oracle E-Business Suite Release 11i with Oracle Internet Directory and Oracle Single Sign-On (OracleMetaLink note 261914.1).

• Host--The host on which the LDAP directory resides.

• Port--The port on the host.

• Username--The LDAP user account used to connect to the LDAP server. This user name must have write privileges and is required to bind to the LDAP directory. For example:

		cn=orcladmin

• Old Password--Enter your current LDAP password. Oracle Workflow validates this password before letting you change it.

• New Password--Enter the new LDAP password you want to use. The password must be at least five characters long.

• Repeat Password--Enter your new LDAP password again in this field to confirm it. You must enter exactly the same value that you entered in the New LDAP Password field.

Note: LDAP password values are masked as asterisks in the display and are stored in encrypted form.

• Change Log Base Directory--The LDAP node under which change logs are located. For example:

		cn=changelog

• User Base Directory--The LDAP node under which user records can be found. For example:

		cn=Users,dc=oracle,dc=com 

4. Specify details about the local system that identifies this installation of Oracle Workflow in the Business Event System. See: Systems, Oracle Workflow Developer's Guide.

• System Name - The system name for the database where this installation of Oracle Workflow is located. Oracle Workflow automatically creates the system definition for this database in the Event Manager during installation.

• Status - Select the execution status for the local system.

• Enabled - Subscriptions are executed on all events. Oracle Workflow sets the system status to Enabled by default.

• Local Only - Subscriptions are executed only on events raised on the local system.

• External Only - Subscriptions are executed only on events received by inbound agents on the local system.

• Disabled - No subscriptions are executed on any events.

Note: The local system settings are specific to this installation of Oracle Workflow and are not included when Business Event System data is replicated to other systems.

5. Specify default workflow preferences for your users.

• Notification Style - Specify whether Oracle Workflow should send e-mail notifications to users, and if so, in what format. A user can override this default setting by specifying a different notification style in his or her individual Oracle E-Business Suite preferences.

• HTML mail with attachments - Send notifications as HTML-formatted e-mail with attached links to the Notification Details page. Users must read their e-mail using an HTML e-mail client.

• Plain text mail with HTML attachments - Send notifications as plain text e-mail but include the HTML-formatted version of the notifications and links to the Notification Details page as attachments.

• Plain text mail - Send notifications as plain text e-mail.

• Plain text summary mail - Send a summary of all notifications as plain text e-mail. Users must use the Worklist Web pages to view and take action on individual notifications.

• Do not send me mail - Do not send the notifications as e-mail. Users must use the Worklist Web pages to view and take action on their notifications.

• HTML mail - Send notifications as HTML-formatted e-mail only, without any standard attachments. If custom attachments have been defined for individual notifications in a process, however, those attachments will still be included. Users must read their e-mail using an HTML e-mail client.

• HTML summary mail - Send a summary of all notifications as HTML-formatted e-mail, with a link to the Worklist page as well as links to each notification in the Notification Details page. Users must use the Worklist Web pages to view and take action on individual notifications.

Note: To send e-mail notifications, you must configure and run a notification mailer. Additionally, users who are to receive e-mail notifications must have an e-mail address defined. You can run a diagnostic test through Oracle Diagnostics to check that all users with a notification preference to receive e-mail have an e-mail address defined. See: Implementing Notification Mailers, Setting Up an Oracle Workflow Directory Service, and Oracle Workflow Diagnostic Tests.

Users can always access their notifications through the Worklist Web pages, even if their notification preference also includes e-mail notifications.

• Browser Signing DLL Location - The location of the Capicom.dll file that is used for Web page operations with encryption in the Microsoft Internet Explorer browser. This preference is required only if you plan to use certificate-based digital signatures to confirm notification responses, and your users access Oracle Applications with Microsoft Internet Explorer.

By default, this preference is set to a URL at which the Capicom.dll file can be downloaded from Microsoft's Web site. In most cases, you do not need to change this setting. However, you can update this preference if the location of the Capicom.dll file changes, or if you choose to store a copy of the file on your local network and point to that location instead.

For more information about setting up for certificate-based signatures, see: Loading Certificates for Digital Signatures.

6. Review details about the JInitiator plugin in your Oracle Applications installation. Oracle Workflow uses JInitiator to launch Oracle Applications forms linked to notifications.

• Class ID - The class identifier for this version of JInitiator.

• Download Location - The location where the JInitiator executable is staged for download to users' client machines.

• Version - The JInitiator version number.

For more information, refer to OracleMetaLink note 162488.1, "Complete Guide to JInitiator for Oracle's E-Business Suite: 11.5.x (11i)."

Note: The global notification and DLL location preferences are saved to the Oracle Workflow preferences table for a special user name called -WF_DEFAULT-. The workflow administrator role, LDAP, local system, and JInitiator information is saved to the Oracle Workflow resources table.