14Other Common Setup and Maintenance Tasks

This chapter contains the following:

Home Page Setup

Configure Home Page Navigation

Use the Home Configuration page to configure the icons for infolet pages or other configurable pages in the page control on the home page.

Before You Start

Following are the prerequisites:

  1. From the Navigator menu, select Configuration > Structure.

  2. Click the Home Configuration tab.

  3. Activate a sandbox. If you're not in an active sandbox, click Edit in the Structure work area. You're prompted to activate a sandbox.

    Tip: If you're already in an active sandbox, then the Edit button doesn't appear in the Structure work area.

If prompted, select a context layer to determine the scope of users that your changes affect. After you complete your changes, you can preview and test the changes, and then publish the sandbox to make your changes available to users.

Define Settings

You can rename icons for infolet pages and other configurable pages in the page control, change their visibility settings, and reorder them. On the Home Configuration page, you can:

  • Click the infolet name or any other configurable page name to rename it.

  • Click the Visible field for an infolet or any other configurable page to change its visibility setting. You can show or hide the icon for these pages in the page control on the home page. You can select one of the following options:

    • Yes: The icon appears in the page control.

    • No: The icon doesn't appear in the page control.

    • EL expression: The evaluation of the EL expression decides whether the icon appears in the page control.

  • Click the Default View field for an available configurable page to specify whether the page should be set as the default home view. You can select one of the following options:

    • Yes: The page is set as the default home view.

    • No: The page isn't set as the default home view.

    • EL expression: The evaluation of the EL expression decides whether the page is set as the default home view.

    Note: Only specific configurable pages, such as Quick Actions, are available for you to set as the default home view. When you click the Default View field for such pages, you get the options to select Yes, No, or EL Expression. These options aren't available for other pages that you can't set as the default home view.
  • Use the Move Up and Move Down icons to adjust the relative positions of the icons for the infolet pages or other configurable pages in the page control on the home page.

You can use profile options to define settings for the filmstrip, which you can find above all pages:

  • To enable users to use the filmstrip, set the Springboard Strip Enabled profile option (FND_USE_FILMSTRIP) to Yes.

  • If the FND_USE_FILMSTRIP profile option is set to Yes, then you can display the filmstrip as expanded by default. To do so, set the Springboard Strip Expanded profile option (FND_EXPAND_FILMSTRIP) to Yes. A user can still collapse or expand the strip on any page, and when done, this profile option is set by default for subsequent sessions of that user.

Use the Appearance work area to first select your home page layout and then define its display settings. Use the Themes tab to select your default home page layout as panel, banner, or news feed. And then use the Home Page Display tab to define the display settings of your home page. Based on the home page layout you set using the Themes tab, the options available on the Home Page Display page may vary.

Let's see how to define the home page appearance. But before you start, activate a sandbox.

Define Home Page Layout

  1. Click Navigator > Configuration > Appearance.

  2. Click the Themes tab.

  3. From the Themes list, select a predefined or saved theme.

  4. From the Default Home Page Layout list, select Panel, Banner, or News Feed.

  5. Click Apply.

    If you selected a predefined theme, enter a theme name, and click OK to create another theme with your changes. If you selected a saved theme, your theme changes are directly applied to your application.

Define Display Settings for Home Page with Panel or Banner Layout

If you selected the panel or banner layout on the Themes page, follow these steps to configure the display of information in the various sections of your home page:

  1. Click the Home Page Display tab.

  2. Select one of these options to display on the home page:

    • Social: Displays social networking content, such as the number of followers.

    • Announcements: Displays employee announcements.

    • Cover image: Displays the image for the main panel or banner, which you specify on the Themes page.

    • None

  3. Specify whether to display the photo in the main panel or banner of the home page from the social network profile or from HCM.

  4. Click Apply.

Define Display Settings for Home Page with News Feed Layout

If you selected the news feed layout on the Themes page, follow these steps to configure the display of information in the various sections of your home page:

  1. Click the Home Page Display tab.

  2. In the Name column of the table, click any section name to rename it.

  3. Click the Visible field for a section to change its visibility setting. You can show or hide the section on the home page:

    • Yes: The section appears on the home page.

    • No: The section doesn't appear on the home page.

    • EL expression: The evaluation of the EL expression decides whether the section appears on the home page.

  4. In the Order column, use the Move Up and Move Down icons to adjust the relative positions of the sections on the home page.

  5. Click Apply.

Create and Enable an Announcement

You can create, edit, or delete company announcements. After you create an announcement, you can enable it to display on your home page.

Create an Announcement

  1. From the Navigator, select Tools > Announcements.

  2. Click Create.

  3. Specify the details, such as subject, start date, and end date.

  4. Select a category. If you select User-Defined, a text box appears, where you can provide additional details.

  5. Select any of these options:

    • Predefined: Select an image from the list.

    • File: Browse and select a file from your local computer.

    • URL: Enter a full URL for the image

    Note: Make sure your image size is 776x437 px or larger to avoid image distortion.
  6. Add the content in the text box. Add the content in the text box. You can format your text using the formatting options.

  7. Click Save and Close.

Your changes on the Announcements page apply immediately to all users, even if you saved your changes while a sandbox is active and not yet published.

Edit or Delete an Announcement

  1. From the Navigator, select Tools > Announcements.

  2. Select the announcement that you want to edit or delete.

  3. Edit the announcement details or click Delete.

Enable an Announcement on the Home Page

After you create or edit an announcement, you can determine whether to display the announcement on your home page.

  1. From the Navigator, select Configuration > Appearance.

  2. Click the Home Page Display tab.

  3. Based on your home page layout, use any of these options:

    • Panel or Banner: Select Announcements from the home panel options, and then click Apply.

    • News feed: Select Yes for News and Announcements, and then click Apply.

Your default home page layout also determines how the home page displays the announcement.

  • Panel or Banner: The home page displays only the announcement content, not the subject or image.

  • News feed: The home page displays the entire announcement along with the subject and image in the News and Announcements section.

FAQs for Home Page Setup

How can I rename an icon for an infolet page in the page control on the home page?

You can rename an icon for an infolet page using the Home Configuration page of the Structure work area. To open this page, select Configuration > Structure from the Navigator menu, and then click the Home Configuration tab.

Set Up the Mapping Service for Contextual Addresses

A contextual address is marked with an orange triangle, the More icon. 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. In the Setup and Maintenance work area, use the following:

  • Functional Area: Application Extensions or a product-specific functional area

  • Task: Manage Application Toolkit Administrator Profile Values

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=& to the URL. So, you would enter http://maps.google.com/maps?iwloc=&&output=embed&q= as the profile value.

A privacy statement is legal content that tells you how a company collects and manages user data. You can add a link to your company's statement in the About This Application dialog box.

  1. In the Setup and Maintenance work area, go to the Manage Applications Core Administrator Profile Values task in the Application Extensions functional area.

  2. Search for the Privacy Statement URL (PRIVACY_PAGE) profile option.

  3. In the Profile Values section, update the Profile Value field with the full URL of the web page that has the privacy content. By default, this profile value is N.

    Caution: Don't enter any other value, such as Y, because that causes a broken link.
  4. Click Save and Close.

And that's it! Your users can now view the Privacy Statement link by clicking their user image or name in the global header and selecting About This Application.

Guidelines for Setting Up General Troubleshooting

To help the help desk troubleshoot issues that users encounter in the application, users can record the issue while they reproduce it. Some advanced users might also need detailed information in the About This Page dialog box. Setting up for troubleshooting involves making sure that users have the appropriate access, and determining how many users can record at the same time.

Access

Check with your security administrator that the appropriate users are assigned roles that inherit the following privileges:

  • Record and View Issue (FND_RECORD_AND_VIEW_ISSUE_PRIV): To create a basic recording

  • Set Issue Recording Advanced Options (FND_SET_ISSUE_RECORDING_ADVANCED_OPTIONS_PRIV): To set advanced options before starting the recording

  • View Version Information (FND_VIEW_VERSION_INFORMATION_PRIV): To see the versions that technical components of the application are on

Number of Users

Recordings are stored on servers, and by default, up to five users can record at the same time on each server. For performance reasons, you can set the Maximum Number of Users Allowed to Record Issues (ORA_FND_RECORD_ISSUE_MAX_USERS) profile option to a number lower than five.