13Other Common Setup and Maintenance Tasks

This chapter contains the following:

Home Page Setup

Configure Infolet Display

Use the Home Configuration page in the Structure work area (Navigator > Configuration > Structure) to configure the display settings of infolet pages in the Analytics section of the home page. If you're using a panel or banner layout, the home page displays the page control containing icons that you use to go to infolet pages.

Define Settings

You can rename infolet pages, change their visibility settings, and reorder them. But before you start, activate a sandbox that has the Structure tool in it.

On the Home Configuration page, you can do these tasks:

  • Click the infolet page name to rename it.

  • Click the Visible field for an infolet page to change its visibility setting. You can show or hide specific infolet pages on the home page. To do so, select any of these options:

    • Yes: The infolet page appears on the home page.

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

    • EL expression: The evaluation of the EL expression decides the visibility of the infolet page on the home page for specific user roles.

  • Use the Move Up and Move Down icons to adjust the relative positions of the infolet pages on the home page.

If you're using a panel or banner layout, you can use profile options to define settings for the filmstrip, which appears between the global header and the page title:

  • 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 Themes tab in the Appearance work area to first select your home page layout and then define its display settings. And then use the Home Page Display tab to define the display settings of your home page. Based on the home page layout you're using, the options available on the Home Page Display page may vary.

Let's see how to define the home page appearance.

  1. Activate a sandbox that has the Appearance tool in it.

  2. Click Navigator > Configuration > Appearance.

  3. Click the Home Page Display tab.

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

  5. 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 for specific user roles.

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

  7. Click Apply.

If you're using a panel or banner layout, do these tasks:

  1. Activate a sandbox that has the Appearance tool in it.

  2. Click Navigator > Configuration > Appearance.

  3. Click the Home Page Display tab.

  4. 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

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

  6. Click Apply.

Use the Announcements page in the Announcements work area to create, edit, or delete company announcements. After you create announcements, you can enable them to display on the home page, and also specify which user roles can see specific announcements on the home page. You can also use the Announcements REST resource to create, edit, view, or delete announcements.

Create Announcements

  1. Click Navigator > 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. From the Visible list, select any of these options:

    • Yes: The announcement appears on the home page.

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

    • EL Expression: The evaluation of the EL expression decides whether the announcement will appear on the home page for a specific user role.

  7. If you have selected EL Expression from the Visibility list, click the Edit icon next to the Visibility list. Then enter a value or expression, and click Validate to make sure that the validation result is True. For example, you can enter the EL expression in the #{securityContext.userInRole['<role-name>']} format.

  8. Add the content in the text box. You can format your text using the formatting options.

  9. 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 Announcements

  1. Click Navigator > Tools > Announcements.

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

  3. Edit the announcement details or click Delete.

Enable News and Announcements Section on the Home Page

You can use the Appearance work area to determine whether to display the News and Announcements section on the home page. The News and Announcements section on the home page displays the entire announcement along with the subject and image. But if you're using a panel or banner layout, you will see only the announcement content, not the subject or image in the panel or banner.

  1. Click Navigator > Configuration > Appearance.

  2. Click the Home Page Display tab.

  3. Select Yes for News and Announcements, and click Apply.

    Note: If you're using a panel or banner layout, select Announcements from the home panel options, and then click Apply.

FAQs for Home Page Setup

Why don't I see infolets in the Analytics section of the home page?

That's probably because the infolet page is hidden. Change the visibility setting of the infolet page using the Home Configuration page of the Structure work area. To open this page, click Navigator > Configuration > Structure, and then click the Home Configuration tab.

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.

Why can't my users see social networking content on the home page?

That could be because of these settings in the Appearance and Structure work areas.

  • Home page display setting in the Appearance work area: Make sure you selected Social as the home page display option.

  • Visibility setting in the Structure work area: Make sure you set the Show on Navigator field for the Social page entry to Yes or add a valid EL expression. The evaluation of the EL expression determines whether social content is displayed for a user. To check that, validate the EL expression. If your validation result is True, the social content will display for your user.

  • Themes setting in the Appearance work area: You're using the default theme, which has the home page with news feed layout. In this layout, the home page doesn't show social networking content.

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, which they can click to display the address on a map.

Set Up Mapping Service

You can specify the mapping service to be used to display the map.

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

  2. Search for the Mapping Service for Contextual Addresses (ATK_CONTEXT_ADDRESS_MAP_OPTION) profile option.

  3. In the Profile Values section, enter a full URL of a mapping service in the Profile Value field.

    Caution: By default, the Profile Value field is blank. 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.

    Here are a few examples of mapping service URLs:

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

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

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

    Tip: You can include parameters in the URL. For example, to avoid a locator box in Google Maps, you can add &iwloc=&amp; to the URL. So, the mapping service URL you would enter in the Profile Value field is:

    http://maps.google.com/maps?iwloc=&amp;&output=embed&q=

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.