Personalization Template

Introduction

The ECC Personalization Template is a seeded Oracle Application Framework (OAF) page shipped as part of the ECC Developer responsibility. A seeded FND function is provided in which customers can easily add and remove tabs within this seeded OAF page. This feature allows users to access and manage multiple dashboards from a single responsibility so that they can have a full view of all business operations.

By default, only one tab is displayed in the page. There are four hidden tabs. To display the hidden tabs, the developer has to set the rendered property for the respective tab heading. r.

Administrators can extend Oracle Enterprise Command Centers for the following use cases:

• Add new dashboards to existing dashboards

• Create new command centers

Implementation Showcase: Adding New Dashboards to Existing Dashboards

This section describes an example of providing access to the Local Agreements dashboard to the users who have access to the Purchasing, Vision Operations responsibility.

Personalization Steps

Personalization Steps

The Role Based Access Control (RBAC) steps to use the Personalization Template are:

1. Create a new FND function.

2. Add the function to a menu.

3. Create a new permission set.

4. Create a new access role and a new grant.

The Oracle Application Framework Personalization steps are:

1. Update the personalization template OAF page window title.

2. Set the "rendered" property to 'true' in Tab Header sections.

3. Add the ECC Page FND function to the respective rich container (destination function).

4. Add the tab title.

5. Return to the application.

Prerequisites: Extend the Existing Agreements Dashboard

In this example, before performing the above steps, the following prerequisites are done to extend the existing Agreements dashboard:

1. Create a new data set.

2. Create metadata attributes.

3. Assign this new data set to the Procurement application and run the data load process.

4. Copy the existing Agreements dashboard and extend it by using the newly-created data set instead of the existing one. Include the new attributes.

5. Create a data load package and security handler.

Role Based Access Control Steps

Define a function

1. Log in to Oracle E-Business Suite with administrator credentials.

2. Create a new FND Function for the Local Agreements Dashboard.

   1. Navigate to the Functional Administrator responsibility, then choose Core Services, then Functions.

   2. Search for the code: PO_PCC_ECC_AGREEMENTS

3. Click on the Duplicate icon displayed for PO_PCC_ECC_AGREEMENTS.

4. Change the details in the duplicate function page as described below:

   1. Name: PO PCC ECC Local Agreements Page

   2. Code: XX_PO_PCC_ECC_LOCAL_AGREEMENTS

   3. Click the Continue button.

   4. Change the value for HTML Call: GWY.jsp?targetAppType=ECC&targetPage=web/eccapp/po_pcc/xx-pcc-local-agreements

   5. Click the Submit button.

5. Add the ECC Personalization Template to the Procurement Command Center menu:

   1. Navigate to Functional Administrator Responsibility, then Core Services, and then choose Menus.

   2. Search for the code: PO_PCC_MAIN.

6. Click the Update button for the "Procurement Command Center" menu.

7. In the menu manager section, click on the "+" icon to add the following menu entry details:

   • Prompt: Local Agreements

   • Function: ECC Personalization Template

8. Click Apply to save the menu.

9. Create a Permission Set for Local Agreements.

   1. Navigate to the Functional Administrator Responsibility, then choose Security, and then Permission Sets.

   2. Click the Create Permission Set button.

   3. Provide the details below in the Create Permission Set page:

      • Name: PO PCC Local Agreements Permission Set

      • Code: PO_PCC_LOCAL_AGREEMENTS_PS

   4. In the Permission Builder section, click the '+' icon to add the following permission:

      • Permission: PO PCC ECC Local Agreements page

   5. Click Apply to create the permission set.

10. Create a grant for Local Agreements:

    1. Navigate to the Functional Administrator Responsibility, then choose Security, and then Grants.

    2. Click the Create Grant button.

    3. Provide the details below:

       • Name: Procurement Local Agreements Grant

       • Grantee Type: Group of Users

       • Grantee: PO PCC ECC Role

    4. Choose the responsibility Purchasing, Vision Operations (USA).

    5. Click the Next button.

    6. For Set, specify PO PCC Local Agreements Permission Set.

    7. Click the Next button and then the Finish button.

11. Clear the application cache.

    1. Navigate to the Functional Administrator responsibility, then choose Core Services, then Caching Framework, then Global Configuration.

    2. Click the Clear All Cache button and confirm that you want to clear the cache.

OAF Personalization: Personalize ECC Personalization Template to Add Local Agreements Dashboard

In this example, the steps in Oracle Application Framework are described below.

Personalize ECC Personalization Template to add ECC Procure to Pay dashboards

1. Log in to Oracle E-Business Suite with administrator credentials.

2. Navigate to Purchasing, Vision Operations (USA), then Procurement Command Center, then Local Agreements.

3. Click the Oracle E-Business Suite Settings icon.

4. Select the Personalize Page option.

5. In the Personalization structure table, click the Personalize icon for the Page Layout section to update the window title.

6. Set the window title to "Local Agreements" and click on Apply.

7. Select the Personalize option for the rich container (dashboardRN1).

8. Update with the rich container with the details below:

   • Destination Function: XX_PO_PCC_ECC_LOCAL_AGREEMENTS

   • Rendered: true

   • Title: Local Agreements

9. Set the subtab title by clicking on the Personalize icon for the first link under Sub Tabs.

10. Update the Text property to Local Agreements.

11. Click on Return to Application to access the dashboards.

    Local Agreements Dashboard

    

To add other shipped dashboards, such as the Agreements dashboard or Requisitions dashboard in the same page, follow the same personalization process for other subtabs available to the ECC personalization template.

1. Select the "Personalize option under Settings.

2. Personalize the header (dashboardHdrRN2)

3. Set the Rendered property to true.

4. Personalize the Rich Container (dashboardRN2).

5. Update the details below.

   • Destination Function: PO_PCC_ECC_REQUISITIONS

   • Rendered: true

   • Title: Requisitions

   Click Apply.

6. Set the subtab title by selecting the Personalize icon for the second Sub Tab link.

7. Update the Text property to Requisitions.

8. Click on Return to Application to access the dashboard.

   Requisitions Dashboard