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Oracle® Fusion Applications Extensibility Guide for Business Analysts
11
g
Release 7 (11.1.7)
Part Number E16691-12
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New in This Guide
New and Changed Features for 11
g
Release 7 (11.1.7)
Other Significant Changes in this Document for 11
g
Release 7 (11.1.7)
New and Changed Features for 11
g
Release 6 (11.1.6)
Other Significant Changes in this Document for 11
g
Release 6 (11.1.6)
Part I Introduction to Customizing and Extending Oracle Fusion Applications
1
Customizing and Extending Oracle Fusion Applications
1.1
Understanding Customizing and Extending Oracle Fusion Applications
1.1.1
Personalization
1.1.2
Runtime Customizations and Extensions
1.1.3
Design Time Customizations and Extensions
1.2
Understanding Customization Layers
1.3
Understanding the Runtime Tools
1.3.1
Understanding Role-Based Access to Tools
1.3.2
Personalizing and Customizing Pages Using Page Composer
1.3.3
Customizing Pages Using Application Composer
1.3.4
Creating and Customizing Objects
1.3.5
Creating and Customizing Business Process Flows for Custom Objects
1.3.6
Defining Security Policies for Custom Objects
1.3.7
Adding Custom Attributes to Business Components
1.3.8
Customizing Reports and Analytics
1.3.9
Performing Design Time Customizations
1.3.10
What You Can Customize and Extend and with Which Tool
2
Understanding the Customization Development Lifecycle
2.1
Understanding Typical Customization Workflows
2.1.1
Runtime Customization Workflow
2.1.1.1
Viewing and Diagnosing Runtime Customizations
2.1.2
Design Time Customization Workflow
2.2
Using the Sandbox Manager
2.2.1
Sandboxes and Concurrent Usage
2.2.1.1
Conflicts Within a Sandbox
2.2.1.2
Conflicts Between Sandboxes
2.2.1.3
Guidelines for One Sandbox, Multiple Users
2.2.1.4
Guidelines for Multiple Sandboxes, Multiple Users
2.2.2
Setting Up Sandboxes
2.2.3
Publishing Sandboxes
2.3
Exporting and Moving Customizations
2.3.1
Using Customization Set Migration to Move Customizations
2.3.2
Using Oracle Fusion Functional Setup Manager to Move Customizations
2.3.3
Using the Manage Customizations Dialog to Download Customizations
2.3.4
Using WLST Commands to Move Customizations
2.3.5
Using Fusion Applications Control to Move Customizations
Part II Runtime Customizations and Extensions
3
Customizing Existing Pages
3.1
About Customizing Existing Pages
3.1.1
Page Composer User Interface Overview
3.1.2
Effects of Editing Objects That Display on Multiple Pages
3.1.3
What You Can Do with Pages at Runtime
3.1.3.1
Nondashboard Pages in Oracle Fusion CRM Applications
3.1.3.2
Dashboard Pages in Oracle Fusion CRM Applications
3.1.3.3
Pages in Non-CRM Applications
3.1.3.4
UI Shell Template
3.1.4
What You Cannot Do with Pages at Runtime
3.1.5
Before You Begin Customizing Existing Pages
3.2
Editing a Page in Page Composer
3.3
Editing Component Properties in Page Composer
3.4
Editing the UI Shell Template Used by All Pages
3.5
Editing Pages in Oracle JDeveloper After Using Page Composer
4
Using Flexfields for Custom Attributes
4.1
About Using Flexfields
4.1.1
About the Different Types of Flexfields
4.1.2
What You Can Do with Flexfields at Runtime
4.1.3
What You Cannot Do with Flexfields at Runtime
4.1.4
What You Cannot Do with Flexfields at Design Time
4.1.5
Before You Begin Using Flexfields to Create Custom Attributes
4.1.6
How to Configure Custom Attributes
4.2
Finding the Flexfields on a Page
4.3
Planning Your Flexfields
4.3.1
Planning Descriptive Flexfields
4.3.2
Planning Extensible Flexfields
4.4
Creating Custom Value Sets
4.5
Configuring Flexfields
4.5.1
Configuring Descriptive Flexfields
4.5.1.1
Configuring Descriptive Flexfields Using Quick Create Dialogs
4.5.1.2
Configuring Descriptive Flexfields Using the Manage Descriptive Flexfields Task
4.5.2
Configuring Extensible Flexfields
4.6
Validating Flexfield Configurations
4.7
Deploying Flexfield Configurations
4.8
Integrating Custom Attributes
5
Customizing Menus
5.1
About Menu Configuration
5.1.1
About Navigator Menu Configuration
5.1.1.1
What You Can Do with the Navigator Menu at Runtime
5.1.1.2
What You Cannot Do with the Navigator Menu at Runtime
5.1.2
About Home Page Menu Configuration
5.1.2.1
What You Can Do with the Home Page Menu at Runtime
5.1.2.2
What You Cannot Do with the Home Page Menu at Runtime
5.1.3
Before You Begin Customizing a Menu
5.2
Adding Navigator Menu Groups
5.3
Adding Menu Items
5.4
Hiding and Showing Nodes
6
Customizing and Extending BPMN Processes
6.1
About Customizing BPMN Processes
6.1.1
Oracle Tools for Customizing and Extending BPMN Processes
6.1.2
What You Can Do with BPMN Processes at Runtime
6.1.2.1
What You Can Customize Using Oracle SOA Composer and Oracle BPM Worklist
6.1.2.2
What You Can Customize Using Business Process Composer
6.1.3
What You Cannot Do with BPMN Processes at Runtime
6.1.4
Before You Begin Customizing BPMN Processes
6.2
Creating a BPM Project
6.3
Customizing BPMN Processes
6.4
Saving a BPM Project to the BPM Repository
6.5
Deploying a BPM Project
6.6
Configuring Oracle Fusion Applications to Use BPMN Processes
6.6.1
Configuring BPMN Processes in CRM Applications
6.6.2
Configuring BPMN Processes in HCM Applications
7
Customizing Reports and Analytics
7.1
About Customizing Reports and Analytics
7.2
Customizing Reports
7.2.1
About Customizing Reports
7.2.1.1
What You Can Customize
7.2.1.2
Related Report Customization Tasks
7.2.1.3
Tools for Customizing Reports
7.2.1.4
Using the Customize Feature
7.2.1.5
Considerations When Using the Customize Feature
7.2.1.6
Before You Begin Customizing Reports
7.2.2
Customizing Layouts
7.2.2.1
Customizing RTF Templates
7.2.2.2
Customizing BI Publisher Templates
7.2.3
Customizing Data Models
7.2.3.1
Editing Existing Data Models
7.2.3.2
Creating a New Data Model
7.2.4
Creating Custom Reports
7.2.5
Adding Translations
7.2.6
Tasks Required to Run Custom Reports with Oracle Enterprise Scheduler
7.2.6.1
Creating a New Oracle Enterprise Scheduler Job Definition
7.2.6.2
Customizing Parameters for Reports Submitted Through Oracle Enterprise Scheduler
7.2.7
Securing Custom Reports and Related Components
7.2.8
Making Reports Available to Users in the Reports and Analytics Pane
7.2.9
Enabling Reports for Scheduling from the Reports and Analytics Pane
7.3
Customizing Analytics
7.3.1
About Customizing Analytics
7.3.1.1
Maintaining Report Customizations in the Custom Folder
7.3.1.2
What You Can Customize in Analytics
7.3.1.3
Understanding Catalog Security and Allowed Customizations
7.3.2
Customizing Analytics
7.3.3
Customizing the Oracle BI Repository (RPD)
Part III Appendixes
A
Troubleshooting Customizations
A.1
Introduction to Troubleshooting Customizations
A.2
Getting Started with Troubleshooting and Logging Basics for Customizations
A.2.1
Diagnosing Customization Issues Using the Manage Customizations Dialog
A.2.2
Exporting Customizations
A.2.3
Troubleshooting Customization Set Migration Issues
A.2.4
Deleting Customizations
A.2.5
Backing Up and Restoring Customizations
A.2.6
Choosing the Right Customization Layer
A.2.7
Determining the Full Path for a Customizations Document
A.2.8
Logging Customizations that Are Applied to a Page
A.2.9
Determining Whether a Page Has Customizations
A.2.10
Using Sandboxes for Page Customizations
A.2.11
Using Sandboxes for Flexfield Configurations
A.2.12
Troubleshooting Flexfield Deployment
A.2.13
Validating Flexfield Metadata
A.3
Resolving Common Problems
A.3.1
User Interface is not Displaying the Active Sandbox Customizations
A.3.2
Conflict Errors Reported When You Publish a Sandbox
A.3.3
Dashboard Title Change Does Not Appear in Browser Title Bar, Navigator Link, or Tab
A.3.4
Cannot Open Page After Personalizations
A.3.5
Missing Navigator Menu Item
A.3.6
Navigator Menu Item Does Not Work
A.3.7
Nothing Changes After Clicking Cancel in Set Preferences Page
A.4
Using My Oracle Support for Additional Troubleshooting Information
Glossary
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