Oracle E-Business Suite Information Discovery Integration and System Administration Guide

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Preface

Overview of Oracle E-Business Suite Information Discovery

Overview

Implementation and Integration

Pre-Requisites

Navigation and Filtering Components in Oracle E-Business Suite Information Discovery Plus

Concurrent ETL Graphs

Assigning Administrator Role to E-Business Suite Users

Oracle Advanced Project Planning and Control Plus

Overview

Oracle Advanced Project Planning and Control Plus User Interface

Oracle Advanced Project Planning and Control Plus Product Configuration

Setting up Oracle Advanced Project Planning and Control Plus Integration

Advanced Projects Planning and Control Plus Integration Security

Setting Up the Scheduler to Load Full Graphs

Setting Up the Scheduler to Load Incremental Graphs

Views and Joins to Load and Display Oracle Advanced Project Planning and Control Plus Data

Oracle Channel Revenue Information Discovery Plus

Overview

Claims Dashboard Page

Budget Dashboard Page

Overview

Set up Oracle Channel Revenue Information Discovery Plus Integration

Setting Up Oracle Channel Revenue Information Discovery Plus Profile Options

Menus and Functions in Oracle Channel Revenue Information Discovery Plus

Running the Full Load Graph

Setting Up the Scheduler for Incremental Refresh

View and Joins to Load Oracle Channel Revenue Management Data

Oracle Complex Maintenance, Repair & Overhaul Information Discovery Plus

Overview

Dashboards

Overview

Setting up Oracle Complex Maintenance, Repair & Overhaul Information Discovery Plus Integration

Roles in Oracle Complex Maintenance, Repair & Overhaul Information Discovery Plus

Grants in Oracle Complex Maintenance, Repair & Overhaul Information Discovery Plus

Permission Sets in Oracle Complex Maintenance, Repair & Overhaul Information Discovery Plus

Running the Full Load Graph

Setting Up the Scheduler for Incremental Refresh

View and Joins to Load Oracle Complex Maintenance, Repair & Overhaul Information Discovery Plus Data

Oracle Contract Renewal Command Center Plus

Overview

Customer Management Page

Portfolio Management Page

Vendor Management Page

Lease Contract Management Page

Service Contract Management Page

Setting Up Oracle Contract Renewal Command Center Plus

Setup and Configuration Steps

Setting Access Control

Profile Options for Oracle Contract Renewal Command Center Plus

Loading Data into the Data Domain for Oracle Contract Renewal Command Center Plus

Setting Up the Scheduler for Data Loads

Views for Oracle Contract Renewal Command Center Plus

Oracle Cost Management Information Discovery Plus

Overview

Period Health Check Page

Transaction Accounting Register Page

Setting Up Oracle Cost Management Information Discovery Plus

Setup and Configuration Steps

Access Control: Hide and Show Information Discovery Dashboards (User Interfaces) for Oracle Cost Management

Loading Cost Management Data into the Endeca Data Domain

Setting Up the Scheduler for Endeca Full Refresh

ETL Parameters for Cost Management

Profile Options for Cost Management

Views and Joins for Cost Management

Menus for Oracle Cost Management Information Discovery Plus

Oracle Cost Management Information Discovery: Landed Cost Management

Overview

Monitor Daily Operations Page

Landed Cost Analysis Page

Setting Up Landed Cost Management

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Landed Cost Management

Loading Landed Cost Data into the Endeca Data Domain

Setting Up the Scheduler for Endeca Full Refresh

ETL Parameters for Landed Cost Management

Profile Options for Landed Cost Management

Views and Joins for Landed Cost Management

Menus for Landed Cost Management

Oracle Depot Repair Information Discovery Plus

Overview

Oracle Depot Repair Information Discovery Plus User Interface

Service Orders Dashboard Page

Supplier Warranty Claims Dashboard Page

Overview

Set up Oracle Depot Repair Information Discovery Plus Integration

Running the Full Load Graph

Setting Up the Scheduler for Incremental Refresh

Roles in Oracle Depot Repair Information Discovery Plus

Grants in Oracle Depot Repair Information Discovery Plus

Permission Sets in Oracle Depot Repair Information Discovery Plus

Views and Joins to Load Oracle Depot Repair Information Discovery Plus

Menus and Functions in Oracle Depot Repair Information Discovery Plus

Oracle Discrete Manufacturing Information Discovery Plus

Overview

Discrete Work Order Search User Interface

Oracle Project Manufacturing - Overview Page

Oracle Project Manufacturing - Work Orders Page

Oracle Project Manufacturing - Procurement Page

Oracle Project Manufacturing - Cost Activities Page

Oracle Projects Manufacturing - Inventory Page

Oracle Project Manufacturing - Sales Orders Page

Setting Up Oracle Discrete Manufacturing Information Discovery Plus

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Discrete Manufacturing Information Discovery Plus

Scheduling Setup for Full Endeca Upload or Refresh

ETL Parameters for Oracle Discrete Manufacturing Information Discovery Plus

Views and Joins for Oracle Discrete Manufacturing Information Discovery Plus

Concurrent Processes for Oracle Discrete Manufacturing Information Discovery Plus

Menus for Oracle Discrete Manufacturing Information Discovery Plus

Overview

Setting Up Oracle Project Manufacturing

Running the Full Load Graph

Setting Up the Scheduler to Load Incremental Graphs

Views and Joins in Oracle Project Manufacturing

Oracle Enterprise Asset Management Information Discovery Plus

Overview

Overview Region in the eAM Maintenance Home Page

Assets Overview Page

Work Requests Overview Page

Work Orders Overview Page

Materials Overview Page

Setting Up Oracle Enterprise Asset Management Information Discovery Plus

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Enterprise Asset Management (eAM)

Loading eAM Data into the Data Domain

Setting Up the Scheduler for Endeca Full Refresh

ETL Parameters for Enterprise Asset Management (eAM)

Profile Options for Enterprise Asset Management (eAM)

Views and Joins for Enterprise Asset Management (eAM)

Menus for Endeca Enterprise Asset Management (eAM)

Oracle Field Service Information Discovery Plus

Overview

Field Service Tasks Summary Page

Field Service Parts Summary Page

Field Service Information Discovery Plus Administrator Portal

Setting Up Oracle Field Service Information Discovery Plus

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Field Service

Scheduling Setup for Full Endeca Upload or Refresh

ETL Parameters for Oracle Field Service

Views and Joins for Oracle Field Service Information Discovery Plus

Menus for Oracle Field Service Information Discovery Plus

Oracle Financials Information Discovery Plus: Payables

Overview

Supplier Balance Page

Holds Page

Discounts Opportunity Page

Setting Up Oracle Financials Information Discovery Plus: Payables

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Payables

Loading Payables Data into the Endeca Data Domain

Setting Up the Scheduler for Endeca Full and Incremental Load

ETL Parameters for Payables

Profile Options for Payables

Views and Joins for Payables

Menus and Functions for Payables

Oracle Financials Information Discovery Plus: Receivables

Overview

Outstanding Receivables Overview Pages

Disputes Overview Page

Outstanding Receivables Overview Page

Billing Process Overview Page

Payment Process Overview page

Payment History Page

Setting Up Oracle Receivables

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Receivables

Loading Receivables Data into the Endeca Data Domain

Setting Up the Scheduler for Endeca Full and Incremental Load

ETL Parameters for Receivables

Profile Options for Receivables

Views and Joins for Receivables

Menus for Endeca Receivables

Oracle Financials Information Discovery Plus: Fixed Assets

Overview

Asset Reconciliation Page

Asset Cost Page

Asset Aging Page

Asset Location Page

Mass Transactions Page

Additions Pipeline Page

Setting Up Oracle Fixed Assets Information Discovery

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Fixed Assets

Scheduling Setup for Full Endeca Upload or Refresh

ETL Parameters for Fixed Assets

Profile Options for Fixed Assets

Views and Joins for Fixed Assets

Menus for Endeca Fixed Assets

Oracle Human Resources Information Discovery Plus

Overview

Workforce Explorer

Overview

Setting Up Oracle Human Resources Information Discovery Plus

Profile Options in Oracle Human Resources Information Discovery Plus

Running the People Tag Maintenance Concurrent Program

Setting the Security Profile Extension

Running the Populate Shared Tables for Person Search Concurrent Program

Running the Full Load Graph

Setting Up the Scheduler to Load Incremental Graphs

ETL Parameters for Oracle Human Resources Information Discovery Plus

Views and Joins in Oracle Human Resources Information Discovery Plus

Grants in Oracle Human Resources Information Discovery Plus

Permission Sets in Oracle Human Resources Information Discovery Plus

Oracle Installed Base Information Discovery Plus

Overview

Item Instance Overview Page

Oracle Installed Base Information Discovery Plus Product Configuration

Setting Up Oracle Installed Base Information Discovery Plus Product Configuration

Setting Up Oracle Installed Base Information Discovery Plus Profile Options

Scheduling the Full Load Configuration Graph

Setting Up the Scheduler to Load Incremental Graphs

Roles in Oracle Installed Base Information Discovery Plus

Permission Sets in Oracle Installed Base Information Discovery Plus

Views and Joins to Load Oracle Installed Base Information Discovery Plus

Menus and Functions in Oracle Installed Base Information Discovery Plus

Oracle Incentive Compensation Information Discovery Plus

Overview

Recent Jobs Dashboard

Quality by Phase Dashboard

Jeopardy by Phase Dashboard

Paysheet Console

Overview

Set up Oracle Incentive Compensation Information Discovery Plus

Setting Up Oracle Incentive Compensation Information Discovery Plus Profile Option

Roles in Oracle Incentive Compensation Information Discovery Plus

Running the Full Load Graph

Setting Up the Scheduler for Incremental Refresh

View and Joins to Load Oracle Incentive Compensation Information Discovery Plus Data

Oracle Inventory Management Information Discovery Plus

Overview

Item Master Search Page

Plan Fulfillment Page

Track Fulfillment Page

Space Utilization Page

Setting Up Oracle Inventory Management Information Discovery Plus

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Inventory Management

Scheduling Setup for Full Endeca Refresh

ETL Parameters for Inventory Management

Attribute Configuration Setup for Inventory Management Custom Configuration

Uploading User Configurable Attributes for Endeca Configuration

Menus for Oracle Inventory Management

Views and Joins for Oracle Inventory Management

EQL Based Portlets (Metrics and Data Visualizations)

Oracle iProcurement Information Discovery Plus

Overview

Oracle iProcurement Information Discovery Plus User Interface

Oracle iProcurement Information Discovery Plus Product Configuration

Setting Up Oracle iProcurement Information Discovery Plus Product Configuration

Populating Endeca Metadata for Oracle iProcurement Information Discovery Plus

Running the Full Load Configuration Graph

Setting Up the Scheduler to Load Incremental Graphs

Oracle iRecruitment Information Discovery Plus

Overview

Oracle iRecruitment Information Discovery Plus Job Search User Interface

Oracle iRecruitment Information Discovery Plus Product Configuration

Set up Oracle iRecruitment Information Discovery Plus Integration

Setting Up the Scheduler to Load Incremental Graphs

Roles in Oracle iRecruitment Information Discovery Plus

Grants in Oracle iRecruitment Information Discovery Plus

Permission Sets in Oracle iRecruitment Information Discovery Plus

Profile Options to Enable Oracle iRecruitment Information Discovery Plus

Views and Joins to Load Oracle iRecruitment Information Discovery Plus

Menus and Functions in Oracle iRecruitment Information Discovery Plus

Oracle iStore Information Discovery Plus

Overview

Global Search

Oracle iStore Information Discovery Plus Product Configuration

Setting up Oracle iStore Information Discovery Plus Integration

Setting Up Oracle iStore Information Discovery Plus Profile Options

Populating iStore Endeca Data

Running the Full Load Graph

Setting Up the Scheduler for Incremental Refresh

View and Joins to Load Oracle iStore Data

Oracle Learning Management Information Discovery Plus

Overview

Course Catalog Page

Oracle Learning Management Information Discovery Plus Product Configuration

Setting Up Oracle Learning Management Information Discovery Plus Product Configuration

Loading Oracle Learning Management Information Discovery Plus Data into the Endeca Data Store

Running the Full Load Configuration Graph

Setting Up the Scheduler to Load Incremental Graphs

Roles in Oracle Learning Management Information Discovery Plus

Grants in Oracle Learning Management Information Discovery Plus

Views and Joins to Load Oracle Learning Management Information Discovery Plus Job Search

Menus and Functions in Oracle Learning Management Information Discovery Plus

Oracle Order Management Information Discovery Plus

Customer Explorer Page

Setting Up Oracle Order Management Information Discovery Plus

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Order Management Information Discovery Plus

Scheduling Setup for Endeca Refresh

Profile Options for Oracle Order Management Information Discovery Plus

Post Installation Steps for Oracle Order Management Information Discovery Plus

Views and Joins for Oracle Order Management Information Discovery Plus

Menus for Oracle Order Management Information Discovery Plus

Customer Explorer Product Configuration

Setting up Customer Explorer

Profiles in Customer Explorer

Roles in Customer Explorer

Grants in Customer Explorer

Permission Sets in Customer Explorer

Running the Full Load Graph

Setting Up the Scheduler for Incremental Refresh

Customizing Data Loads

Oracle Outsourced Manufacturing for Discrete Industries Plus

Overview

Outsourced Manufacturing For Discrete Industries Plus Dashboard

Setting Up Oracle Outsourced Manufacturing for Discrete Industries Plus

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Outsourced Manufacturing For Discrete Industries Plus

Loading Outsourced Manufacturing Data into the Endeca Data Domain

Setting Up the Scheduler for Endeca Full Refresh

ETL Parameters for Outsourced Manufacturing For Discrete Industries Plus

Views and Joins for Outsourced Manufacturing For Discrete Industries Plus

Menus for Endeca Outsourced Manufacturing For Discrete Industries Plus

Oracle Process Manufacturing Information Discovery Plus

Overview

Batch Search Page

Transaction Accounting Register Page

Period Health Check Page

Quality Information Discovery Page

Setting Up Oracle Process Manufacturing Information Discovery Plus

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Process Manufacturing

Setting Up the Scheduler for Endeca Full Refresh

Profile Options for Oracle Process Manufacturing

Views and Joins for Oracle Process Manufacturing

Menus for Oracle Process Manufacturing

Oracle Quality Information Discovery Plus

Overview

Quality Collection Results

Nonconformances Collection Results

Corrective Actions Collection Results

Overview

Setting Up Oracle Quality Information Discovery Plus Integration

Publishing Quality Collection Metadata to Endeca Information Discovery

Running the Full Load Graph

Setting Up the Scheduler to Load Incremental Graphs

ETL Parameters for Oracle Quality Information Discovery Plus

Views and Joins in Oracle Quality Information Discovery Plus

Oracle Quoting Information Discovery Plus

Overview

Quote Performance Page

Manage Quotes Page

Overview

Setting Up Oracle Quoting Information Discovery Plus

Setting Up Profile Options

Running the Full Load Graph

Setting Up the Scheduler for Incremental Refresh

Roles in Oracle Quoting Information Discovery Plus

Menus and Functions in Oracle Quoting Information Discovery Plus

Views and Joins in Oracle Quoting Information Discovery Plus

Oracle TeleService Information Discovery Plus

Overview

Service Operations Dashboard

Setting Up Oracle TeleService Information Discovery Plus

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle TeleService Information Discovery Plus

Loading Service Manager Data into the Endeca Data Domain

Setting Up the Scheduler for Endeca Full Refresh

ETL Parameters for Oracle TeleService

Profile Options for Oracle TeleService Information Discovery Plus

Views and Joins for Oracle TeleService Information Discovery Plus

Menus for Oracle TeleService Information Discovery Plus

Oracle Warehouse Management Information Discovery Plus

Overview

Plan Fulfillment Page

Track Fulfillment Page

Space Utilization Page

Labor Utilization Page

Setting Up Oracle Warehouse Management Information Discovery Plus

Setup and Configuration Steps

Access Control: Hide and Show EID Dashboards (User Interfaces) for Oracle Warehouse Management

Loading Warehouse Management Data into the Endeca Data Domain

Setting Up the Scheduler for Endeca Full Refresh

ETL Parameters for Warehouse Management

Profile Options for Warehouse Management

Views and Joins for Warehouse Management

Menus for Endeca Warehouse Management

Descriptive Flexfield (DFF) Search

Overview

Product Descriptive Flexfields

EBS Custom Components

EBS Results Grid

EBS Quick Links

EBS Global Searchbox

EBS Multi-view Available Refinements and Selected Refinements

Summarization Bar Metric Refinement

Advanced Search Capabilities

Overview

Partial (Wildcard) Search

Interaction of Partial Search with Other Features

Performance Impact of Partial Search

Partial Search Guidelines

Exclude All Functionality

Search Audit

Search Audit Overview

Configuring Search Audit

Configuring Portlet Types

Enabling Search Audit

Index

Oracle E-Business Suite Information Discovery Integration and System Administration Guide

Contents