Oracle Trading Community Architecture Administration Guide

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Preface

Overview

Introduction to Administration

Implementation

General Implementation

Assigning Responsibilities to Users

Customer Text Data Creation and Indexing

Running Migration and Upgrade Requests

Setting Up Business Events

Defining the Business Event Types to Raise

Defining How Business Events Are Raised

Preserving Event Information

Event Raising

Event Subscription

Impact and Alternatives of Not Raising Granular Business Events

Setting Up Workflow Directory Synchronization

Incremental Workflow Directory Synchronization

Bulk Workflow Directory Synchronization

Defining Administration Access

Feature-Specific Implementation

Setting Up Batch Address Validation

Setting Up Batch Duplicate Identification

Setting Up Bulk Import

Bulk Import De-Duplication Processes

Setting Up Customer Interface

Setting Up Customer Merge

Setting Up eLocations Spatial Data Integration

Locations Spatial Index Rebuild

Setting Up Party Merge

Setting Up Real-Time Address Validation

Setting Up Relationship Manager

Setting Up Third Party Data Integration

Relationships

Administering Relationships

Searching for Relationship Types

Creating Relationship Types

Viewing and Converting Relationship Types

Copying Relationship Types

Adding Relationship Phrase and Role Pairs to Relationship Types

Assigning Relationship Phrases and Roles to Relationship Groups

Classifications

Classifications Overview

Administering Classifications

Searching for an Existing Class Category

Creating a Class Category

Assigning Entities to a Class Category

Creating a Class Code

Assigning Parent Class Codes

Updating a Class Category

Updating a Class Code

Viewing a Class Code Hierarchy

Copying a Class Category

Refresh of Classification Denormalization

Data Quality Management

Data Quality Management Overview

Major Features

Data Quality Management Examples

Data Quality Management Process

Administering Data Quality Management

DQM Administration Overview Page

Word Replacements

Creating and Updating Word Replacement Lists

Word Replacements Tips

Creating Custom Word Replacement Conditions

Attributes for DQM

Transformations Overview

Defining Attributes and Transformations

Creating Custom Attributes

Creating Custom Transformations

Attribute and Transformation Tips

Match Rules Overview

The Matching Process

Search Matching Process

Expanded Duplicate Identification Matching Process

Bulk Duplicate Identification Matching Process

Integration Services Duplicate Identification Matching Process

Defining Single Match Rules

Entering Match Rule Details

Selecting Attributes and Defining Usage

Assigning Scores, Transformations, and Thresholds

Match Rule Example

Defining Match Rule Sets

DQM Compile All Rules Program

Quality Adjusted Search Results

Creating Logic for Quality Adjusted Search Results

Viewing Match Rules

Staged Schema

DQM Staging Program

DQM Index Optimization Program

DQM Synchronization Method

DQM Synchronization Program

Merge Dictionary Overview

Maintaining the Merge Dictionary

Creating Custom Merge Master Party Defaulting Method

Automerge

DQM Diagnostic Reports

Data Sharing and Security

Data Sharing and Security Overview

Administering Data Sharing and Security

Administration Process

Creating a Data Sharing Group

Updating a Data Sharing Group

Assigning Privileges to Access a Data Sharing Group

Adapters

Adapters Overview

Administering Adapters

Configuring Adapters

Creating Address Validation Adapters

Phones

Administering Phones

Defining Time Zones for Phones

Defining Phone Formats

Extensions

Administering Extensions

Extensions Process

Extensions Example

Copying Extensions Data for Profile Versioning

Source System Management

Source System Management Overview

Administering Source System Management

Source Systems Overview

Administering Source Systems

Setting Up Flexfields for Source Systems

Creating and Updating Source Systems

Viewing Source Systems

Single Source of Truth Overview

Attribute Groups

Single Source of Truth Example for Rank Display Method

Attribute Groups Example for Rank Display Method

Administering Single Source of Truth

Setting Up Display Rules

Third Party Data Integration Update Program

Setting Up User Overwrite Rules

Data Security for Other Entities

Setting Up User Create and Update Rules

Geography Hierarchy

Geography Hierarchy Overview

Administering Geography Hierarchy

Defining Country Structures

Viewing and Defining Geographies

Updating Geographies

Managing Validations

Geography Name Referencing Process

Certification

Administering Certification

Web Services Implementation Overview

Oracle Service Bean Framework

Web Services Framework

Oracle Integration Repository (iRep)

Implementing the Web Service

Resource Manager Implementation Overview

Overview

Installation Verification

Application Procedures

Resource Manager Dependencies

Phase I: Setting Up Resource Manager

Phase II: Managing Resources with Resource Manager

Resource Manager Concurrent Programs

Phase I: Setting Up Resource Manager

Overview of Setting Up Resource Manager

Mass Importing Resources From Other Applications in the E-Business Suite

Importing Resources From Legacy Applications Using APIs

Importing Individual Resources

Creating a Resource Manually in Forms

Creating a Salesperson Automatically

Creating a Salesperson of Type Other and To Be Hired in HTML

Creating a Salesperson in Multiple Organizations

Defining Role Types

Defining Roles in Forms

Defining Roles in HTML

Specifying Role Attributes

Defining Skill Levels in HTML

Assigning a Numeric Value to a Skill Rating

Changing the Name of a Skill Rating

Publishing Workflow Business Events

Phase II: Managing Resources

Overview of Managing Resources

Finding a Resource in Forms

Finding and Changing a Resource in HTML

Configuring Resource Fields for Updates

Assigning Additional Resource Attributes

Synchronizing End Dates for Partner and Employee Resources

Creating Groups in Forms

Creating Groups in HTML

Defining Dynamic Groups in Forms

Defining Dynamic Groups in HTML

Viewing Group Hierarchy in Forms

Viewing Role Details

Assigning Roles to Resources

Assigning Resources to Groups

Defining Teams in Forms

Defining Teams in HTML

Configuring Group and Team Member Notifications

Moving a Group of Salespersons from One Compensation Analyst to Another

Running a Group Audit Report

Viewing an Audit Report

Running a Group Structure Report

Viewing a Group Structure Report

Running Resource Skills Report

Viewing Resource Skills Report

Troubleshooting Resource Manager

Common Implementation Errors

Error Messages

Frequently Asked Questions (FAQs)

Reports and Processes

Oracle Trading Community Architecture Profile Options and Categories

Profile Options and Profile Option Categories Overview

Profile Option Category and Profile Options Descriptions

Address Formatting Deployment Category

Address Validation Deployment Category

Bulk Import Deployment Category

Bulk Import Setup Category

Customer Interface Deployment Category

Customer Merge Deployment Category

Data Sharing and Security Category

DQM Deployment Category

DQM Fuzzy Key Generation Category

Geography Hierarchy Deployment Category

Party Import Setup Category

Party Merge Deployment Category

Party Merge Setup Category

Source System Management Setup Category

Spatial Deployment Category

TCA Deployment Category

Third Party Deployment Category

Unused or Internal Profile Options

Resource Manager Profile Options and Categories

Profile Options and Profile Option Categories Overview

Profile Option Category and Profile Options Descriptions

Resource Security Category

Resource Setup Category

Customizing Trading Community Architecture

Trading Community Architecture Admin-Personalizable Pages

Customizing Resource Manager

Extending Resource Manager BC4J Objects

Standard Navigation Paths

Standard Navigation Paths

Index

Oracle Trading Community Architecture Administration Guide

Contents