Contents

• Title and Copyright Information
• Get Help

1 Overview

• Overview of Oracle Student Management Cloud Implementation
• Related Guides

2 Implement Financials for Student Management

• Overview of Financials Implementation for Student Management
• Create Implementation Users
• Enable Financials Offering
• Manage Enterprise Structures
  • Manage Your Reference Data Set
  • Manage Access to Your Reference Data Set
  • Manage Locations
  • Create Your Enterprise Structure
  • Associate Reference Data Objects to Your Business Unit
  • Manage Access to Your Business Unit
  • Assign Financials Business Unit Functions
• Manage Financial Structures
  • Open an Accounting Period
  • Manage Banks and Accounts
  • Verify Receivables System Options
  • Verify Auto-Accounting Rules
  • Manage Receipt Classes and Methods
  • Manage Payment Terms
  • Manage Transaction Types
  • Manage Transaction Sources
  • Manage Memo Lines
• Test Your Implementation

3 Help Configuration

• Set Up Help
• Hide or Show Help Icons
• Give People Access to Create and Edit Help
• Create Groups to Limit Access to Added Help

4 Application Toolkit Configuration

• Map Reports to Work Areas
  • Set Up the Reports and Analytics Panel Tab
  • Set Up Reports for Scheduling
  • FAQs for Map Reports to Work Areas
    • Why can't I see analytics and reports when mapping to work areas for the Reports and Analytics panel tab?
    • Why can't I see analytics and reports when I edit settings for the Reports and Analytics panel tab?
• Watchlist Options
  • Disable or Enable Watchlist Categories and Items
  • Refresh Intervals for Watchlist Items
  • FAQs for Watchlist Options
    • How can I change predefined Watchlist category and item names?

5 Common Reference Objects

• Why can't I edit setup data?
• Why does the Date field display a different value than my preferred date?
• Set General Preferences for All Users
• Set Value Formats for Regional Preferences for All Users
• Set a Banner Message in the Global Header
• How can I determine which languages appear in the Translation Editor?
• How do I define whether the user image, name, or initials display in the global header?
• Set CSV as the Default Option for Exporting Table Data
• Application Taxonomy
  • Overview of Application Taxonomy
  • Modules in Application Taxonomy
  • Guidelines for Managing Modules in Application Taxonomy
• Reference Data Sharing
  • Reference Data Sharing
  • Reference Data Sets
  • Reference Data Sets and Sharing Methods
  • Assignment of Reference Data Sets to Reference Objects
• ISO Reference Data
  • Considerations for Defining Currencies
  • Euro Currency Derivation
  • Language Packs on Your Application
  • Considerations for Natural Languages
  • FAQs for ISO Reference Data
    • When do I create or edit territories?
    • When do I create or edit industries?
    • When do I associate industries with territories?
    • When do I create or enable currencies?
    • What do I do if a currency code I am still using in my existing transactions is desupported?
    • What's the difference between precision, extended precision, and minimum accountable unit for a currency?
    • What's a statistical unit currency type?
    • When do I create or edit ISO languages?
    • Can I add or edit time zones?
• Oracle Social Network Objects
  • Management of Oracle Social Network Objects
  • Considerations for Enabling Social Networking on Objects
  • Update Translations
  • Synchronization of Business Objects
  • FAQs for Oracle Social Network Objects
    • What happens if I update translations?
    • How can I update translations?
    • When do I update translations?
    • What happens if I synchronize business objects?
    • When do I synchronize business objects?
• Search Extension Framework
  • Overview of Search
  • Enable Search Extension Framework
  • FAQs for Search Extension Framework
    • What do I do if the process for creating indexes keeps failing?
    • What do I do if I get errors about enabling the search extension framework?
    • What do I do if I get errors stating that the Oracle Search Cloud Service or OSCS isn't reachable?
• Global Search
  • Overview of Global Search Setup
  • Global Search Configurations
    • Examples of Global Search Configurations Set as Enabled or Default
    • Create Global Search Configurations
    • Configure Attachment Search
    • Set Up Autosuggest for Global Search
    • Considerations for Disabling Saved and Recent Searches for Global Search
    • Set Up Filters for Global Search
    • Specify Pages for Global Search Configuration
  • Suggestion Groups
    • Suggestion Groups for Global Search
    • Change Heading Text and Icons for Suggestion Groups

6 Audit Policies

• Audit Policies
• Audit Configuration for Business Object Attributes
• Overview of Audit Configuration
• Impersonation Audit

7 Enterprise Scheduler Job Definitions and Job Sets

• Overview of Managing Job Definitions and Job Sets
• Manage List of Values Sources
• Assign Roles for Access to Manage Scheduled Processes
• Allow Updates to Scheduled Process Priority
• Job Definitions
  • Job Definitions
  • Create Job Definitions to Run Reports as Scheduled Processes
  • Duplicate Job Definitions
  • Edit Job Definitions
  • Define Parameters for Job Definitions
  • Define Dependent Parameters in Job Definitions
• Job Sets
  • Job Sets
  • Create Job Sets
  • System Properties for Job Sets
• FAQs for Enterprise Scheduler Job Definitions and Job Sets
  • Why can't I see certain job definitions, and how do I find them?
  • What do I select for job application name when I create a job definition?
  • Can I use a table value set as the list of values for a parameter?
  • How can I restrict user access so that they can run only custom scheduled processes?
• Where to Find Information About Student Management Scheduled Processes
• Where to Find Information About Common Scheduled Processes

8 Applications Core Configuration

• Import Flexfields, Lookups, or Profile Values Using Web Services
• Lookups
  • Overview of Lookups
  • Example of a Standard Lookup
  • Example of a Set-Enabled Lookup
  • Import Lookups
  • File Format for Importing Lookups
  • FAQs for Lookups
    • How can I access predefined lookups?
    • How can I edit lookups?
    • Why can't I see my lookup types?
    • What's the difference between a lookup type and a value set?
    • What's a lookup tag used for?
    • How can I search for a specific lookup code?
• Messages
  • Messages
  • Message Types
  • Message Groups
  • Create and Edit Messages
  • Use of Tokens in Messages
  • Common Messages
  • How can I make message components visible only to specific users?
• Document Sequences
  • Document Sequences
  • Document Sequence Categories
  • Guidelines for Managing Document Sequences
• Profile Options
  • Overview of Profile Options
  • Hierarchy in Profile Levels
  • Set Profile Option Values
  • Import Profile Values
  • File Format for Importing Profile Values
  • Create and Edit Profile Options
  • Profile Categories
  • FAQs for Profile Options
    • How can I access predefined profile options?
    • How can I bulk update user preferences?
• Flexfields
  • Overview of Flexfields
  • Flexfield Components
  • Overview of Flexfield Configuration
  • Flexfields at Runtime
  • Flexfield Modification Using Page Composer
  • How Flexfields Work with Oracle Application Cloud Architecture
  • Flexfield Management
    • Considerations for Managing Flexfields
    • Flexfield Segment Properties
    • Naming Conventions for Flexfield APIs
    • How Flexfield Segments are Rendered on Pages
    • How Flexfields and Value Sets Work Together
    • Default Segment Values
    • Flexfield Usages
  • FAQs for Flexfield Management
    • How can I access predefined flexfields?
    • Why can't I edit my flexfield or value set configuration?
    • Why did my page not display any flexfield?
    • Why did my flexfield changes not appear in the UI?
    • How can I enable flexfield segments for Oracle Social Network Cloud Service?
  • Flexfield Deployment
    • Overview of Flexfield Deployment
    • How Flexfield Deployment Status is Calculated
    • How Deploying a Flexfield-Enabled Sandbox Works with Mainline Metadata
    • Considerations for Deploying a Descriptive Flexfield to a Sandbox
  • Value Sets
    • Overview of Value Sets
    • Validation Type Options for Value Sets
    • Considerations for Planning Value Sets
    • Considerations for Bind Variables in Table-Validated Value Sets
    • Create and Edit Table-Validated Value Sets Based on Lookups
    • Add Attributes to the Manage Value Sets Page
    • Import Value Set Values
    • Import Value Set Values Using Web Services
    • Import Related Value Sets
    • Import Related Value Sets Using Web Services
    • Requirements for Flat Files to Upload Value Set Values
    • Manage Values
    • Upload Value Set Values Process
    • Translation of Flexfield and Value Set Configurations
  • FAQs for Value Sets
    • What happens if a value set is security enabled?
    • How can I set a default value for a flexfield segment?
  • Descriptive Flexfields
    • Overview of Descriptive Flexfields
    • Considerations for Planning Descriptive Flexfields
    • Considerations for Managing Descriptive Flexfields
    • Configure Descriptive Flexfield Segments for a Lookup Type
    • Considerations for Enabling Descriptive Flexfield Segments for Business Intelligence
  • Extensible Flexfields
    • Overview of Extensible Flexfields
    • Considerations for Planning Extensible Flexfields
    • Considerations for Managing Extensible Flexfields
    • Considerations for Enabling Extensible Flexfield Segments for Business Intelligence
    • Considerations for Managing Extensible Flexfield Categories
    • Example of Configuring an Item Extended Attributes Flexfield
    • File Format for Importing Extensible Flexfields
    • Import Extensible Flexfields
  • FAQs for Extensible Flexfields
    • Why did the extensible flexfield context not appear at run time?
  • Key Flexfields
    • Overview of Key Flexfields
    • Considerations for Planning Key Flexfields
    • Considerations for Managing Key Flexfields
    • Key Flexfield Structures
    • Key Flexfield Structure Instances and Segment Instances
    • Cross-Validation Rules
    • Considerations for Cross-Validation Rules
    • Overview of Cross-Validation Rules in General Ledger
    • Considerations for Enabling Key Flexfield Segments for Business Intelligence
    • Example of a Key Flexfields
• Attachments
  • Attachments
  • Attachment Entities
  • How Attachment Entities and Attachment Categories Work Together
  • Attachments Troubleshooting
  • FAQs for Attachments
    • What's an attachment category?

9 Other Common Setup and Maintenance Tasks

• Home Page Setup
  • Configure Infolet Display
  • Define Home Page Appearance
  • Create and Enable Announcements
  • FAQs for Home Page Setup
    • How can I rename an icon for an infolet page in the page control on the home page?
  • Set Up Sender Policy Framework (SPF)
• Guidelines for Setting Up General Troubleshooting

10 External Integration

• Web Services
  • Overview of Web Services
  • Developer Connect
    • Overview of Developer Connect
    • Web Service Life Cycle
    • Message Patterns
    • Manage Web Service Sample Payloads
    • Import Value Set Values to Oracle Applications Cloud
  • Cross-Origin Resource Sharing
    • CORS
    • Configure CORS Headers

11 File-Based Data Import (FBDI) and File Import and Export

• File-Based Data Import (FBDI)
  • Overview of External Data Integration Services for Importing Data
  • File Import Templates
  • Use Excel Integration Templates to Generate Data Files
  • Transfer Data Files to UCM Using Manual Flow
  • Document Transfer Utility
  • Load Interface File for Import Process
  • Import Data into Application Tables
  • Correct Import Load Process Errors
  • Deep Links
• File Import and Export
  • Overview of Files for Import and Export
  • Guidelines for File Import and Export

12 Migration of Common Reference Objects

• Overview of Moving Common Reference Objects
• Business Objects for Moving Common Reference Objects
• Guidelines for Moving Related Common Reference Objects
• Guidelines for Moving Common Reference Objects Using the Seed Data Framework

13 Campus Community

• Overview of Campus Community Implementation
• Student Central Landing Pages
• Service Impacts
• Service Indicators
• Identifiers
• Contacts
• Locations
• Attribute Tags
• Student Management Lookups
• Modify an Address Format
• National Identifier Types
• Population Selection
• Population Selection Contexts
• Student Management Categories
• Communications
  • Overview of Communications
  • Communication Categories
  • Create a Communication
  • Overview of Events
  • Event Subscribers
  • Events Workspace
• Status Schemes
• Tasks and Checklists
  • Overview of Tasks and Checklists
  • Create Tasks and Checklists
  • Review Task and Checklist Assignments
  • Task and Checklist Versions
  • Task Settings
• Brand Learning Catalogs
• User Locale Preferences
• Time Zone Settings
• Age Settings
• Person Relationship Types
• External Organizations

14 Student Records

• Overview of Student Records Implementation
• Academic Structures
  • System Offices
  • Academic Institutions
  • Campuses
  • Learning Catalogs
  • Academic Organizations
  • Academic Subjects
  • Academic Levels
  • Academic Period Attribute Dates
    • Overview of Academic Period Attribute Dates
    • Create and Manage Academic Period Attribute Dates
    • Configure Academic Period Attribute Dates for Predefined Attributes
    • Create User Defined Academic Period Attribute Dates
  • Academic Periods
  • Buildings and Facilities
  • Academic Staff Assignments
  • Academic Credentials
  • Service Indicators for Enrollment
  • Configure Standardized Test
• Curriculum Structures
  • Result Sets
  • Create a Result Set
  • Result Types
  • Drop Schemes
  • Curriculum Build Statuses
  • Curriculum Tags
  • Program Types
  • Program Action Reasons
  • Requirement Categories
  • Requisite Schemes
  • Enrollment Action Reasons
• Curriculum Items
  • Overview of Courses and Course Sections
  • Features to Set Up Before You Create Courses and Course Sections
  • Create Courses
  • Add Details for Courses
  • Add Administrative Data for Courses
  • Add Identifiers for Courses
  • Add Descriptive Text for Courses
  • Add Contacts for Courses
  • Add Ownership for Courses
  • Add Requisites for Courses
  • Copy and Delete Courses
  • Create Course Sections
  • Add Details for Course Sections
  • Add Administrative Data for Course Sections
  • Add Descriptive Text for Course Sections
  • Add Ownership for Course Sections
  • Add Requisites for Course Sections
  • Add Meeting Information for Course Sections
  • Copy and Delete Course Sections
  • Features to Set Up Before You Create Course Lists
  • Create Course Lists
  • Create Academic Groups
  • Overview of Programs
  • Create Programs
  • Add Basic Information for Programs
  • Add Attributes for Programs
  • Add Administrative Controls for Programs
  • Create a Program Structure
  • Edit Programs
  • Display Curriculum Item Images
• Data Access
  • Manage Access to Course Data
  • Manage Access to Academic Group Data
  • Manage Access to Program Data
  • Manage Access to Student Programs
  • Manage Access to Student Course Enrollment
  • Manage Access to Student Results
  • Manage Access to Student Credentials
  • Manage Access to Waitlist Information

15 Student Financials

• Overview of Student Financials Implementation
• Manage Academic Business Unit
• Tuition Calendars
• Tuition Schedules
• Student Fees
• Curriculum Costs
• Student Financials Academic Periods

16 Student Admissions

• Overview of Student Admissions Implementation
• Overview of Application Composer for Admissions
• Define Admissions Settings
• Overview of Admissions Application Forms
• Define Admissions Application Action Reasons

17 Advisement

• Overview of Advisement Implementation
• Configure Your Academic Structures for the Student Course Schedule

18 Rapid Implementation

• Rapid Implementation for Oracle Student Management Cloud