This guide also applies to on-premise implementations

5Data Management

This chapter contains the following:

Desktop Integration for Excel

Setting Up the Integration: Points to Consider

To use a desktop integrated Excel workbook to create or edit records that you can upload to the application, you must install a desktop client and set up Microsoft Excel.


Perform these prerequisites before you install the client.

  • Make sure that you have:

    • Microsoft Excel 2007, 2010, or 2013 (32-bit recommended)

    • Microsoft Windows 7 or 8

  • If you're reinstalling the client and currently have a version older than (4.0.0), then uninstall that Oracle ADF Desktop Integration Runtime Add-in for Excel client the same way you uninstall any program on your computer.


    You can find the version in the control panel where you uninstall programs, or in the About section of a desktop integrated workbook.

  • Optionally install the following from the Microsoft web site.

    • Microsoft .NET Framework 4.5.2

    • Microsoft Visual Studio 2010 Tools for Office Runtime

    The desktop client installer does check if you have these already, and would download and install them if needed. But, you can manually install them first, especially if you run into issues installing them as part of installing the desktop client.

Installing the Desktop Client

Install the Oracle ADF 11g Desktop Integration Add-in for Excel, which is a desktop client that lets you use the integrated workbooks that you download from the application.

  1. Make sure you are signed in to your computer with your account. For example, you can't have someone else sign in as an administrator and make the installation available for everyone using your computer.

  2. In the application, look for the client installer under Navigator - Tools. If it's not there, then ask your help desk where you can find the installer.

  3. Run the installer (adfdi-excel-addin-installer.exe) as you would any program that you install on your computer.

Setting Up Microsoft Excel

Perform the following steps in Microsoft Excel only once, even if you reinstall the desktop client.

  1. Click the Microsoft Office button, and click the Excel Options button.

  2. In the Excel Options dialog box, select the Trust Center tab, and click Trust Center Settings.

  3. In the Trust Center dialog box, select the Macro Settings tab, and select the Trust access to the VBA project object model check box.


The exact steps can vary depending on your version of Microsoft Excel.

Working in Desktop Integrated Excel Workbooks: Points to Consider

Where available, you can download a desktop integrated Microsoft Excel workbook and use it to create or edit records. When you're using the workbook, no changes are actually made in the application; your edits take effect only after you upload the records back. As you work, keep in mind the following points to consider.

What You Must Not Do

To make sure that the upload to the application goes smoothly, don't:

  • Rename text from the integrated workbook, for example the worksheet or tab names.

  • Add columns.

  • Delete any part of the template, for example columns.

  • Hide required columns and status columns or headers.


Avoid using the Windows Task Manager and clicking End Task to close Excel. Doing so might disable the add-in.


Some column headers in the integrated workbook might include [..]. This means that you can double-click or right-click within any cell in the column to open a dialog box that lets you select a value to insert into the cell.


In the workbook, you might find statuses for:

  • Worksheet: The status in the header area applies to the entire worksheet, or tab, within the integrated workbook.

  • Table: The status applies to only the corresponding table.

  • Row: The status applies to the state of the row within the workbook, not to the record itself. For example, if the row is for a business document, the status does not mean the status of the document itself, but of the data in the row, in the context of the workbook.


You can usually double-click on the status (any of the three types) to see details on any errors.


Some integrated workbooks have searches. For the search to work within the workbook, you must sign in to the application.

Refreshes After Upload

You might need to refresh the data in the table within the application, if your changes are not reflected after upload. You can use the refresh option for the table, or perform a filter or search on the table.

Troubleshooting the Integration: Procedure

The application is integrated with Microsoft Excel so that, where available, you can work with records in a desktop integrated workbook. You might run into issues with the integration, for example, if you can't open the workbook that you downloaded or the workbook doesn't look right.

Verifying the Version of Your Desktop Client

First, if you can, check the version of your Oracle ADF 11g Desktop Integration Add-in for Excel client.

  1. Open the downloaded workbook, and find the version in the About section. Or, you can find the version in the control panel where you uninstall programs on your computer.

  2. Ask your help desk if you need to reinstall the client, due to the version you're on.

Reenabling the Add-In

In some cases, the desktop integration add-in for Excel can become disabled. If you have the right version installed, but the add-in isn't working, then try the following:

  1. Click the Microsoft Office button, and click the Excel Options button.

  2. Select the Add-Ins tab, and check which list the Oracle ADF 11g Desktop Integration Add-in for Excel is in.

  3. If Oracle ADF 11g Desktop Integration Add-in for Excel is in the Disabled Application Add-ins list:

    1. Select Disabled Items in the Manage field and click Go.

    2. In the Disabled Items dialog box, select oracle adf desktop integration add-in for excel and click Enable.

    3. Back in the Excel Options dialog box, select COM Add-ins in the Manage field and click Go.

    4. In the COM Add-Ins dialog box, select Oracle ADF 11g Desktop Integration Add-in for Excel.

  4. If Oracle ADF 11g Desktop Integration Add-in for Excel is in the Inactive Application Add-ins list, then perform only steps 3.3 and 3.4.

  5. If Oracle ADF 11g Desktop Integration Add-in for Excel is in the Active Application Add-ins list, then contact your help desk.


The exact steps can vary depending on your version of Microsoft Excel.

Export to Excel

What's the difference between export and desktop integration for Excel?

Use the Export button or menu option to download data from a table to view or analyze. You get a Microsoft Excel file, of any type that Excel supports, with records from the table.

Use the desktop integration for Excel to create or edit records in an Excel workbook and upload the records back into the application. It's helpful for mass updates or working offline. In most cases, you download the desktop integrated workbook from a link in the regional area or from a table.

What's included in the file I get when I export a table?

You get the rows you select in the table. If row selection is disabled or you don't select anything, then you get all rows, including any that are not visible on the page.

In any case, some data might not be included if:

  • Any search criteria, filters, and Query By Example values apply to the table.

  • The table has any hidden columns.

  • You're working with a table that shows a certain number of rows per page or view. Try going to subsequent pages or views to export.


How can I delete attachments?

Use the Delete icon button. Alternatively, you can use the Manage Attachments icon button to open the Attachments dialog box and delete specific attachments.


Audit History: Explained

Using audit history you can view changes to the application data such as the business objects that were created, updated, and deleted. To view the history or to create a report, you must have special access rights to the application.

To access the Audit History work area, click Audit on the Navigator menu of Oracle Fusion Applications.

The default search results in a summary of the audit history in the search results table, displaying key data such as date, user, event type, business object type, and description. For a detailed report, search again with modified search criteria. You can export the report summary to Microsoft Excel.

The following table lists the search parameters used and the outcome of their selection in the detailed report.

Search Parameter Result of Selection

Business Object Type


This parameter is applicable only for the business objects that belong to Oracle Fusion Applications.

  • Narrows the search results to that specific business object within the selected product.

  • Enables the Show Attribute Details check box.

Include Child Objects

Displays all the child objects that were listed under the business object when audit was set up. For example, a sales order object that contains several items as child objects.


Displays the objects at the immediate parent-child level only. To view the children at subsequent levels, select the child object as the business object type and search again.

Show Attribute Details

  • Displays the name of each attribute that was either created, updated or deleted, and the old and replaced values.

  • Enables the Show Extended Object Identifier Columns check box.

Show Extended Object Identifier Columns

Displays the instances (contexts) in which the business object was used. The context values identify the objects and the transactions in which they were used. Each context is unique and assigns a unique description to the business object.


The default report displays a standard set of columns that contain prominent details of the audit history. To view additional details, you can customize the display of columns.

Audit Event Types: Explained

Events trigger the audit process and the event details are stored in the audit table. Along with audit history, you can view which events triggered the changes to the object data within a given period of time. However, for events to trigger the audit process for the business objects, it is necessary that the objects must have been enabled for auditing during audit setup.

For Oracle Fusion Applications, transactional events that monitor the create, update, and delete operations trigger the audit process. The attributes of the audited object data can be used in lookups and foreign keys to display values in the audit history. Oracle Fusion Applications supports displaying the audited information as per the application's language settings.

For Oracle Fusion Middleware products, events such as failed login attempts are used as triggers. In absence of an audit table, the information is stored in the sandbox and presented only in English.


This topic focuses on the create, update, and delete event types available in Oracle Fusion Applications. For details on events used in the Oracle Fusion Middleware products, refer to the Oracle Fusion Middleware documentation.

  • Create Operation - This event triggers audit activity whenever business object data is created and stored in the database. The audit report displays the name of the created object, the name of the user who created the object, and the time stamp.

  • Update Operation - This event triggers audit activity whenever the existing business object data is updated. The audit report displays both the old and updated values of the object, the name of the user who updated it, and the time stamp.

  • Delete Operation - This event triggers audit activity whenever the existing business object data is removed from the database. The audit report displays the last value that the object attributes contained and the name of the user who deleted the object.