9 Deploying the Match and Fetch Enterprise Composite Application with the Customer MDM Pre-Built Integration

This chapter discusses how to deploy the Match and Fetch enterprise composite application with the Oracle Customer Master Data Management pre-built integration. The chapter includes security considerations and how to invoke Match and Fetch from Oracle E-Business Suite.

This chapter includes the following sections:

• Section 9.1, "Security Considerations"

• Section 9.2, "Invoking Match and Fetch from Oracle E-Business Suite"

9.1 Security Considerations

This ADF Application does not have security defined by default.

For more information about for how to add security if desired, see Oracle Fusion Middleware Developer's Guide for Oracle Application Integration Architecture Foundation Pack, "Working with Security."

9.2 Invoking Match and Fetch from Oracle E-Business Suite

Oracle Customer Hub Match/Fetch is an Enterprise Composite Application (ECA) application that enables match and fetch of organizations and persons from an enterprise application such as Oracle E-Business Suite.

Oracle E-Business Suite has a number of pages in which organization and person data can be maintained. By integrating these pages with the Match/Fetch ECA application, it enables E-Business Suite to proactively query the OCH customer master for the latest and most accurate customer information, and eliminate the entry of duplicate records into the system.

This section provides systematic instructions on how the application can be leveraged in Oracle E-Business Suite OAF pages to enable this functionality.

As a sample, we provide systematic instructions on how to enable an invocation of this ECA Match/Fetch page from the "Oracle Customers Online" application, which is an Oracle E-Business Suite module for maintenance of organization and contacts.

Note:

The Oracle E-Business Suite application Pages that are built using OAF should be enabled for personalization. The appropriate level of personalization should be decided based on the application requirements.

9.2.1 Instructions for Oracle E-Business Suite 11.5.10.x

Complete the following steps if your Oracle E-Business Suite version is 11.5.10.x:

1. The Oracle Customers Online Application can be launched from the "Oracle Customers Online Superuser" responsibility. Log in to Oracle E-Business Suite, choose the Oracle Customers Online Superuser responsibility, and log in to the application.

2. Navigate to the Organization search page by selecting the Customers tab and Organizations sub-tab.

   Figure 9-1 Customer Online Organization Search Page

   
   

3. Add a button called "OCH Search" to this page, next to the "Go" button and integrate it with the ECA Match/Fetch application.

4. Click the Personalize Table Layout: (search.HzPuiOrgSearchNonDQM.HzPuiOrgSearchForm.HzPuiSearchButtonTL)"

5. Click Expand All.

   Figure 9-2 Personalization screen

   
   

6. Click the Create Item icon next to "Cell Format:(search.HzPuiOrgSearchNonDQM.HzPuiOrgSearchForm.ButtonCell)".

7. An item creation screen appears. Enter the following details in the screen:

   • Item Style: Button

   • ID: OCH_BUTTON

   • Prompt: "OCH Search"

   • Destination URI: javascript:window.open("http://<ECA_SERVER:ECA_PORT>/OracleCustomerHubMatchAndFetchContext/faces/Organization.jspx?account

   • Name="+HzPuiTheName,"OCH

   • Match/Fetch","resizable=yes,scrollbars=yes,status=yes");

     HzPuiTheName is the field name for accountName. Use page xml or follow "about this page" link at the bottom to find the ID.

   All other fields can be left to default, or entered as desired.

8. Click Apply.

   Figure 9-3 OCH Button Creation screen

   
   

9. Go back to the table personalization screen, that looks as follows:

   Figure 9-4 Personalization screen after adding button

   
   

10. Go back to the Organization Search screen. (Click the Return to Application link on the bottom left of the Personalization screen). You will see the OCH Search button next to Go. Clicking it will launch the ECA OCH Match fetch page.

    Figure 9-5 Customers Online page with OCH search button

    
    

11. You can similarly add a button to the Person search page with the URI: javascript:window.open("http://<ECA_SERVER:ECA_PORT>/OracleCustomerHubMatchAndFetchContext/faces/Person.jspx?firstName="+firstname+"&lastName="+lastname,"DescriptiveWindowName","resizable=yes,scrollbars=yes,status=yes")

    Use page xml or follow the About this page link at the bottom to find the IDs for firstName and lastName.

9.2.2 Instructions for Oracle E-Business Suite 12.1.x

Complete the following steps, for version 12.1.x of Oracle E-Business Suite:

1. The Oracle Customers Online Application can be launched from the "Oracle Customers Online Super User" responsibility. Log in to Oracle E-Business Suite with Admin User, choose the Oracle Customers Online Superuser responsibility, and log in to the application.

2. Navigate to the Organization search page by selecting the Customers tab and Organizations sub-tab.

   Figure 9-6 Customer Online Organization Search Page

   
   

3. Add a button called "OCH Search" to this page, below the Search screen and integrate it with the ECA Match/Fetch application.

4. Click Personalize Page.

5. Click Create Item shown near Row Layout:(search.HzPuiOrgSearchDQM.HzPuiDQMSearchResults.SpacerRow) in the screenshot below.

   Figure 9-7 Personalization Page, Create Item icon

   
   

6. An item creation screen appears. Enter the following details in the screen:

   • Item Style: Button

   • ID: OCH_BUTTON

   • Prompt: "OCHSearch"

   • Destination URI: javascript:window.open("http://<ECA_SERVER:ECA_PORT>/CustomerHub-matchfetch-context-root/faces/Organization.jspx");

   HzPuiTheName is the field name for accountName. Use page xml or follow "about this page" link at the bottom to find the ID.

7. All other fields can be left to default, or entered as desired.

8. Click Apply.

   Figure 9-8 OCH Button Creation Screen

   
   

9. Go back to the table personalization screen, that looks as follows:

   Figure 9-9 Personalization screen after adding button

   
   

10. Go back to the Organization Search screen. You will see the OCH Search button below the search screen. Clicking it will launch the ECA OCH match fetch page.

    Figure 9-10 OCH Search button

    
    

11. You can similarly add a button to the Person search page with the URI: javascript:window.open("http://<ECA_SERVER:ECA_PORT>/CustomerHub-matchfetch-context-root/faces/Person.jspx")