11Define Application Toolkit Configuration

This chapter contains the following:

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

Note: The tasks are available only if the Application Toolkit Component Maintenance feature is enabled.

Tasks

Use these tasks in the Application Extensions functional area:

  • 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 components work.

  • Use other Application Toolkit tasks in this functional area to set up help:

    • Set Help Options

    • Assign Help Text Administration Duty

    • Manage Help Security Groups

Map Reports to Work Area

You can find the Reports and Analytics panel tab in many work areas, and the analytics and reports you see in it depend 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. Expand the Reports and Analytics panel tab.

  2. Click the Edit Settings icon in the panel tab.

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

  3. Click Select and Add.

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

  5. Click OK.

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

  7. Save your work.

Mapping Reports to Any Work Area

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

  1. In the Setup and Maintenance work area use 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: 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 work area and panel tab, then you must configure properties for the corresponding reports.

Enabling a Report for Scheduling

To enable scheduling in the Reports and Analytics work area and panel tab:

  1. In the Reports and Analytics work area or panel tab, edit the report in the business intelligence catalog.

  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

You can use the Set Watchlist Options task to disable or enable predefined Watchlist categories and items for all users. In the Offerings work area, select the Application Extensions functional area and then the Set Watchlist Options task.

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, 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=&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: Procedure

You can add the Worklist: Notifications and Approvals region to My Dashboard, which is a blank dashboard by default. This region displays the workflow tasks assigned to the person using My Dashboard. After you add the Worklist region, select a value for the Welcome Dashboard Worklist Timeout Interval (ATK_HOME_PAGE_WORKLIST_TIMEOUT) profile option.

Adding the Region

To add the Worklist: Notifications and Approvals region to My Dashboard:

  1. Click Navigator > My Dashboard.

  2. Click your user image or name in the global header, and select Edit Pages in the Administration menu group.

  3. Click the Add Content button where you want to place the region.

  4. Open the Application Content folder in the Add Content dialog box.

  5. Click Add for the Worklist: Notifications and Approvals item.

  6. Click Close.

  7. Save your work, and then click the Close button.

Defining the Timeout Interval

When users open My Dashboard and it contains the Worklist: Notifications and Approvals region, data for the region is retrieved. The Welcome Dashboard Worklist Timeout Interval profile option determines how long to continue retrieving before timing out and displaying no data. In the Setup and Maintenance work area, use the following:

  • Functional Area: Application Extensions

  • Task: Manage Application Toolkit Administrator Profile Values

Note: If you don't see this task, then make sure that the Application Toolkit Component Maintenance feature is enabled at the offering level in the Offerings work area.

On the Manage Application Toolkit Administrator Profile Values page, set the Welcome Dashboard Worklist Timeout Interval profile option.

  • 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.