Implementing the Oracle CRM Technology Foundation

Implementing the Oracle CRM Technology Foundation

Introduction

The Oracle CRM Technology Foundation (JTT) provides Java-based infrastructure software that is used to develop e-business solutions such as Sales, Marketing, Service, e-Commerce, Contracts, and Interaction Center applications. It offers a common platform for developing applications with HTML and Java. It also provides user-friendly screens for centralized setup and administration. This web-based interface is called the System Administrator Console.

This chapter describes how to successfully implement the Oracle CRM Technology Foundation. The rest of this manual describes how to work successfully with the System Administrator Console.

Implementation Summary

The implementation process for the Oracle CRM Technology Foundation includes the following tasks:

Changing the System Administrator Password

Upon shipment, the system administrator identity has "sysadmin" as both its user name and its password. We strongly recommend that you change the password immediately after installation is completed. For information on how to change passwords, please see: Changing Your Password.

Configuring System Settings

For information on how to define system-level properties such as sessions, cookies, and logging, please refer to Using the System Subtab.

Configuring Display Preferences

For information on how to set up display preferences such as language, currency, and time zone, please see Setting Display Preferences.

Implementing Custom Style Sheets

This is an optional procedure.

Style Sheet Profile Option

After a user logs in, the style sheet used for the UI is determined by the value of the profile JTF_PROFILE_DEFAULT_CSS. This profile can have values at site level, responsibility level or user level. The site level value is set to jtfucss.css by default. A system administrator can set values based on site, responsibilities, or users.

Users and Style Sheets

If enabled, users can select a style sheet from the user profile page. Users reach this page by navigating from the Profile link to Display Preferences > Display Style. The style sheet that a user chooses is saved as a user-level value of the profile JTF_PROFILE_DEFAULT_CSS. If a value is set at the user level, that overrides the responsibility or site level value.

To create a list of available style sheets on the user profile page, the system administrator creates a type of Application Object Library Lookups named JTF_STYLE_SHEET_LOOKUP_TYPE. The User Name of the type can be any name meaningful to the system administrator, but the type must exactly be JTF_STYLE_SHEET_LOOKUP_TYPE. The application this type belongs to is usually CRM Foundation. This look-up type may have multiple codes.

Each code of this type represents a style sheet. The meaning of the code is displayed in the drop-down list on the user profile page. For example, say a code named mystyle.css has the meaning My Personal Style as its meaning, and another code named teamstyle.css has the meaning Team Style. In this case, users will see My Personal Style and Team Style in the Display Style drop-down list. If a certain user selects the style My Personal Style, then from that point on the stylesheet mystyle.css is used.

Note that setting profile values or lookup data requires you to stop and restart the Java server for changes to take effect. In contrast, making a style sheet choice on the user profile page takes effect immediately.

Changing the Corporate Branding Image

You can optionally change the Corporate Branding Image can customized by setting the profile "Corporate Branding Image for Oracle Applications".

This profile has controlled the corporate branding image for Oracle Application Framework-based applications in the past. In Release 12.2, this profile is applicable to JTF-based applications as well.

Details for this profile are listed below:

Note: For information on the usage of this profile option in Oracle Application Framework-based applications, refer to: "Oracle Application Framework Profile Options," My Oracle Support Document 1315510.1.