Oracle Common Application Calendar Implementation Guide

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Preface

Introduction to Oracle Common Application Calendar

Oracle Common Application Calendar Overview

Dependencies and Integration Points

Oracle Common Application Calendar Dependencies

Implementation Overview

Overview of Implementing Oracle Common Application Calendar

Implementing Notes in Oracle Applications Framework

Implementing Tasks in Oracle Applications Framework

Implementing Calendar in Oracle Applications Framework

Implementing Task Manager

Overview of Task Manager

Task Manager Common Steps

Defining Task Types

Defining Task Statuses and Status Transition Rules

Defining Task Statuses

Defining Task Status Transition Rules

Defining Status Transition Rules

Associating the Profile Option with the Rules

Denormalizing Open Status Column into Task Table

Defining Task Priorities

Mapping Task References to a Source

Setting Profile Options

Running the Task Manager Concurrent Program

Subscribing to Task Business Events

Customizing Task Security

Personalization Notes

Setting Up Task Manager Additional Steps

Mapping Task Assignee Types to a Source (OA Only)

Defining Task Date Types (Forms Only)

Registering Task Mass Reassignment Screen (HTML Only)

Working with Task Templates (Forms Only)

Designing Task Templates

How to Create Task Template Groups

Defining Template Details

Customizing Tasks Security

Task Security Overview

How Does the AOL Security Model Work?

Security Model for Tasks in Forms and Oracle Applications Framework for Resource Assignments

Business Process Change to Support VPD Security Model

Customizing Tasks Data Security

Setting the Security Profile Option

Customizing the List of Values Security Access

Customizing the List of Values Security for HTML Tasks

JTF Object

Other Seeding Strategy

Creating Privilege (Function) and Role (Menu)

Registering LOV Object Data

Creating Global Grants

Customizing Resource LOV

Defining Object Instance Sets

Disabling Existing Grants

Adding New Grants

Customizing the Resource List of Values Security for Tasks in Oracle Applications Framework and Forms

Task Resource LOV Security Seeding Strategy

Impact on Existing HTML Tasks

Uptake Instructions

Uptake with Standard Task Resource Security

Uptake with Product Specific (Non-Standard) Resource Security

Uptake Considerations

Granting Manager-Directs Security Access

Customizing Manager-Directs Security Access

Defining Resource Group Hierarchy

Granting Security Access to Relevant Resources

Troubleshooting Task Manager

Quick Find

Concurrent Program Error

Task Creation Error

Notifications Not Sent

Workflow Notification Launch

Invalid UOM

View Message

LOVs in JTT Task

No Client Time Zone Times

Task Owner Access

Mapping

Close Service Request

Contact E-mail

Search Error

Can't Update Task

Note Save Automatically

Implementing Escalation Manager

Escalation Manager Overview

Setting Escalation Manager Profile Options

Starting the Background Workflow Process

Setting Escalation Lookup Codes

Setting Up Escalation Status

Defining Escalation Reference Codes

Defining Escalation Reason Codes

Subscribing to Escalation Business Events

Subscribing to Create Escalation

Subscribing to Update Escalation

Subscribing to Delete Escalation

Subscribing to Create Escalation Reference

Subscribing to Update Escalation Reference

Subscribing to Delete Escalation Reference

Troubleshooting Escalation Manager

Troubleshooting Tips

Escalation Implementation Error Messages

Implementing Notes

Notes Overview

Setting Up Note Types

Mapping Note Types to a Source

Defining Notes Reference Mapping

Setting Notes Profile Options

Subscribing to Note Business Events

Customizing HTML Notes Security

Customizing Notes Security

HTML Notes Security Overview

Steps for Customizing HTML Notes Security

Defining Object Instance Sets

Defining Menus

Disabling Existing Grants

Adding New Grants

Troubleshooting Notes

Notes Error Messages

Answers to Frequently Asked Questions (FAQs)

Calendar Implementation

Overview of Calendar in Oracle Applications Framework

HTML Calendar Overview

Forms-based Calendar Overview

Creating a Calendar User

Setting Calendar Profile Options

Starting Workflow Processes

Integrating with Web Mail

Implementing the Oracle Applications Framework Based Calendar

Subscribing to Business Events for Appointments

Implementing Resource Schedules in Forms

Defining Resource Schedules

Defining Availability

Defining Unavailability as Exceptions

Using the Assign Shift and Exceptions Window

Assigning a Resource to a Calendar

Implementing Resource Schedules in OA

Creating Categories for Shifts and Exceptions

Setting Up Global Exceptions

Setting Up Shift Detail Types

Schedule Category Lookup

Implementing the HTML Calendar

Creating or Changing a Calendar Administrator

Changing a Calendar Administrator

Implementing Calendar Events

Subscribing to Business Events for Appointments

Running Concurrent Program

Implementing OA Calendar Synchronization

Overview of Calendar Synchronization

Oracle Sales Synchronization

Enabling Outlook Preferences Menu

Set Up and Synchronize Employees

Data Quality Management Setup

Setting Mandatory Profile Options

Setting Optional Profile Options

Appointment Preferences

User Security

Purge Synchronization Data Concurrent Program

Attributes Mapping for Outlook Synchronization

Appointment Attribute Mapping

Task Attribute Mapping

Contact Attribute Mapping

Checking Synchronization Server Status

Diagnostic Logs

Assignment Manager Implementation Overview

Assignment Manager Overview

Assignment Manager Implementing Steps

Implementing Assignment Manager

Setting Assignment Manager Profile Options

Setting Up Other Dependencies

Configuring Color Coded Tasks

Customizing the Assignment Manager UI

Table JTF_AM_SCREEN_SETUPS_B

Supported Document Types

UI Layout Rules

Customization Guidelines

Customizing the UI Examples

Backward Compatibility

Setting Up Enhanced Planning Options

Examples

Case 1

Case 2

Case 3

Skills-based Filtering

Search Rules

Search Rules Examples

Supported Document Types

Business Rules

Service Request Examples

Task Examples

Backwards Compatibility Considerations

Customization Guidelines

Seeded Data

Self-testing Framework

Assignment Manager Test form

Setting up the Test Form

Document Type Behavior

Parameters

Example

Support for Excluded Resources

Filtering Excluded Resources from Installed Base and Contracts

Business Rules

User Interface Functionality

Backward Compatibility

Subscribing to Assignment Manager Business Events

Using Business Events to Generate Custom Logic

Workflow Background Information

Rules

Subscribed Function to event Oracle.apps.jtf.jasg.sr.assign

Use Case: Get Preferred/Qualified Resources for a SR Task

Backward Compatibility

Troubleshooting Assignment Manager

Common Implementation Errors for Assignment Manager

Unable to Find Resources

Displaying Start and End Date Time Incorrectly for a Selected Resource

Returning Individual Resources for a Group Owner

Error Messages for Assignment Manager

Troubleshooting Tips for Assignment Manager

Troubleshooting Tips for Gantt

Common Issues

General Advice

Gantt Chart Does Not Appear

Cannot Connect to TCF Server

Unable to Connect to the TCF Server

Unable to Connect to the Database

Application Hangs Upon Connecting to the TCF Server

No Resources Are Visible

View the JInitiator Console Window Error Messages

Consult the TCF Server Log

Verify the TCF Server Status

TCF Server and Forms Server Mode

Gantt Frequently Asked Questions (FAQs)

Business Rule Monitor Implementation Overview

Business Rule Monitor Overview

Business Rule Monitor Implementation Steps

Set Up Business Rules

Setting Up the Business Rule Monitor

Defining the Business Rule Monitor Workflow Administrator

Setting Business Rule Monitor Profile Options

Starting the Background Workflow Processes

Administering Business Rules

Creating a New Business Rule

Enabling a Business Rule

Verifying an Escalation Territory

Starting the Business Rule Monitor

Troubleshooting the Business Rule Monitor

Troubleshooting Tips

General Tips for Defining Rules

Stopping the Business Rule Monitor

Answers to Frequently Asked Questions (FAQs)

Customizations

Setting Up Metadata Objects

Setting Up the Source Object Code and Context

Profile Options

Before You Begin

Common Application Calendar Profile Options

Concurrent Programs

About Concurrent Programs

Running Concurrent Programs

Common Application Calendar Concurrent Programs

Customizing Oracle Common Application Calendar

Oracle Common Application Calendar User-Personalizable Pages

Oracle Common Application Calendar Admin-Personalizable Pages

Extending Oracle Common Application Calendar BC4J Objects

Glossary

Index

Oracle Common Application Calendar Implementation Guide

Contents