Oracle E-Business Suite CRM System Administrator's Guide

Contents

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Preface

Implementing the Oracle CRM Technology Foundation

Implementing the Oracle CRM Technology Foundation

Understanding the System Administrator Console

System Administrator Console Overview

Understanding Security

Understanding the Interapplication Bar

Understanding Cache

Understanding Declarative Page Flows

Understanding Declarative Components

Using the Security Subtab

Managing Security

Managing Permissions

Creating Permissions

Assigning a Permission to Roles

Managing Roles

Creating Roles

Mapping Permissions to a Role

Using the Site Preferences Subtab

Setting Up the Interapplication Bar

Setting Up Navigation Groups

Editing Navigation Group Details

Using the System Subtab

Using the System Subtab

Setting Up Sessions

Setting Up Cookies

Setting Up the Self Service User

Setting Up Property Categories

Setting Up Password Expiration

Managing Properties

Editing the Details of Keys

Setting Up Page Flow Logging

Viewing Page Flow Logging Reports

Migrating Page Flow Data

Setting Page Flow Buffer Size and Flush Interval

Using the Deployment Tab

Viewing Jserv Statistics

Using the Declarative Page Flows Subtab

Using Declarative Page Flows

Managing Physical Pages

Editing Physical Page Details

Managing Logical Pages

Editing Logical Page Details

Managing Rules

Editing Rule Details

Managing Business Flows

Editing Business Flow Details

Creating a New Business Flow

Updating an Existing Business Flow

Creating Flow Branches

Duplicating Business Flows

Viewing Flow Versions

Using the Declarative Components Subtab

Using Declarative Components

Managing Components

Previewing Components

Registering Components

Editing Component Metadata

Defining Bin or Report Columns

Editing Bin or Report Column Details

Managing LOV Columns

Editing LOV Column Details

Defining Graph Metadata

Managing Graph Columns

Editing Graph Column Details

Managing Parameters

Editing Parameter Metadata

Managing Component Security

Assigning a Component to Responsibilities

Selecting Responsibilities

Assigning a Responsibility to Components

Selecting Components

Using the Homepage Subtab

Configuring Default Homepages

Setting Profile Options

Setting Security-Related Profile Options

Setting the Look and Feel Profile Option

Setting Navigation Preferences

Setting Display Preferences

Setting Up the Quick Menu

Changing Your Password

Setting Personal Information

Setting Address Information

Viewing Quick Find Search Results