11Define Application Toolkit Configuration

This chapter contains the following:

Configuring the Application Toolkit

Oracle Fusion Application Toolkit (ATK) provides many features that are available to users of all product families. These features include Applications Help, the Reports and Analytics pane, and the Watchlist. In the Setup and Maintenance work area, use the Define Application Toolkit Configuration task list to set up some of these components. Use the Define Help Configuration task list to set up Applications Help.

Note: The Define Application Toolkit Configuration task list is available in implementation projects only if the Application Toolkit Component Maintenance feature choice is selected.

Tasks

The Define Application Toolkit Configuration task list contains these tasks:

  • Map Reports to Work Areas: Determine what's available in the Reports and Analytics pane for specific work areas.

  • Set Watchlist Options: Define settings that affect what's displayed in the Watchlist and how often items are refreshed.

  • Manage Application Toolkit Administrator Profile Values: Set profile options to affect how some Application Toolkit features work.

Map Reports to Work Area

Setting Up the Reports and Analytics Pane: Procedure

You can find the Reports and Analytics pane in many work areas, and the analytics and reports you see in the pane depends on the work area. You can define what's available for a specific work area, by mapping reports from the business intelligence (BI) catalog to that work area. In this mapping context, reports refer to both analytics and reports. Your changes apply to all users who have access to the work area you're mapping.

Mapping Reports from Your Work Area

To map reports to the work area that you're in:

  1. Click the Edit Settings icon in the Reports and Analytics pane.

    You see all the reports that are currently mapped to your work area.

  2. Click Select and Add.

  3. Find the report in the catalog and select it.

  4. Click OK.

  5. To remove any mapping, select the report and click Remove.

  6. Save your work.

Mapping Reports to Any Work Area

To map reports to any work area that you have access to:

  1. Go to the Setup and Maintenance work area and open the Map Reports to Work Areas task.

  2. Select the application of the work area you want to map to.

  3. Select the work area.

  4. Click Search and see all the reports that are currently mapped to that work area.

  5. Click Select and Add.

  6. Find the report in the catalog and select it.

  7. Click OK.

  8. To remove any mapping, select the report and click Remove.

    Tip: Click Synchronize to remove all mappings to any reports that are no longer in the catalog. You synchronize all work areas, not just the one you're mapping.
  9. Save your work.

Setting Reports Up for Scheduling in the Reports and Analytics Pane: Procedure

You can set up reports as scheduled processes, which means users can submit them from the Scheduled Processes and other work areas. If you want users to also submit these scheduled processes from the Reports and Analytics pane, then you must configure properties for the corresponding reports.

Enabling a Report for Scheduling

To enable scheduling in the Reports and Analytics pane:

  1. Select the report in the business intelligence catalog and click Edit.

  2. Click Properties.

  3. On the General tab in the Properties dialog box, enter the following fields:

Field Value

Enterprise Scheduler Job Package Name

The path for the job definition, for example: /oracle/apps/ess/<product family>/<product>/<business area>/Jobs

Enterprise Scheduler Job Definition Name

The job definition name (not display name), for example: ABCDEFG

Set Watchlist Options

Disabling and Enabling Watchlist Categories and Items: Points to Consider

You can disable or enable predefined Watchlist categories and items for all users. Use the Set Watchlist Options task in the Setup and Maintenance work area.

Ultimately, what users see in their own Watchlist would be the categories and predefined items that you enable in the Set Watchlist Options page:

  • Plus any saved searches that the user is using as Watchlist items

  • Minus any categories or items that the user decides to hide using Watchlist preferences

  • Minus any items with no results found, if the user decides to hide such items using Watchlist preferences

Any Category or Item

When you disable any category or item, you also disable the processes that calculate the Watchlist item counts. These processes include creating data caches, performing security checks, calling services across domains, running queries, and so on.

Predefined Watchlist Items

An item with the Predefined type represents the actual predefined Watchlist item that appears in the Watchlist. If you disable this type of Watchlist item, then:

  • The item isn't available for users to display in their Watchlist.

  • The item is removed from any Watchlist where it's currently displayed.

If you disable a Watchlist category, then the category is not available for users to include in their Watchlist. All Watchlist items within the category are also disabled.

User-Created Saved Search Watchlist Items

A Watchlist item with the User-Created Saved Search type doesn't appear in the Watchlist. It controls the display of the Manage Watchlist button on pages with saved searches. If you disable this type of Watchlist item, then:

  • The Manage Watchlist option isn't available on the corresponding page, so users can't use their own saved searches as Watchlist items.

  • Any user-defined saved searches (from that page) already used as Watchlist items are removed from the users' Watchlist. The saved searches are still available for searching, but not for the Watchlist.

Watchlist Category

If you disable a Watchlist category, then:

  • The category isn't available for users to include in their Watchlist.

  • All Watchlist items within the category are also disabled.

Manage Application Toolkit Administrator Profile Values

Setting Up the Mapping Service for Contextual Addresses: Points to Consider

A contextual address is marked with an orange triangle. When users hover over the triangle, an icon appears that they can click to display the address on a map. The Mapping Service for Contextual Addresses profile option determines the mapping service which you must use to display the map. Use the Manage Administrator Profile Values or Manage Application Toolkit Administrator Profile Values task in the Setup and Maintenance work area to set the profile option value.

Profile Option Default

By default, the Mapping Service for Contextual Addresses profile option has no value.

Caution: Until you enter a valid value for this profile option, users continue to get an error when they try to open a map for any contextual address.

Profile Option Value

After you find and select the Mapping Service for Contextual Addresses profile option, enter a mapping service URL in the Profile Value column, for example:

  • http://maps.google.com/maps?output=embed&q=

  • http://maps.live.com/default.aspx?where1=

  • http://bing.com/maps/?v=2&encType=1&where1=

You can include parameters in the URL. For example, to avoid a locator box in Google Maps, add &iwloc=&amp; to the URL. So, you would enter http://maps.google.com/maps?iwloc=&amp;&output=embed&q= as the profile value.

Setting Up the Worklist Region on My Dashboard: Points to Consider

Worklist: Notifications and Approvals is one of the predefined regions users can add to My Dashboard (Navigator > My Dashboard), which is blank by default. This region contains workflow tasks. To set up this Worklist region, select a value for the Welcome Dashboard Worklist Timeout Interval (ATK_HOME_PAGE_WORKLIST_TIMEOUT) profile option. In the Setup and Maintenance work area, use the Manage Application Toolkit Administrator Profile Values or Manage Administrator Profile Values task to set this profile option.

Profile Value Considerations

When users open My Dashboard and it contains the Worklist: Notifications and Approvals region, data for the region is retrieved. The profile option determines how long to continue retrieving before timing out and displaying no data.

  • If you don't set a value for this profile option, which is blank by default, then the region doesn't time out.

  • Retrieving data for the Worklist region affects the performance of My Dashboard as a whole. So, select a value for this profile option if your users have the Worklist region on My Dashboard and notice performance issues.

After the timeout, users can refresh the region to try retrieving the data again.