1. Modeling Configurations for SCM
  2. Use Spreadsheets to Manage Your Supplemental Structures

Use Spreadsheets to Manage Your Supplemental Structures

Get the details that you need so you can use a spreadsheet to manage your supplemental structure.

Summary of the Setup

  1. Install ADF Desktop.
  2. Download your spreadsheet.
  3. Manage your model.
  4. Migrate your data.

Install ADF Desktop

  1. Close all instances of Microsoft Excel on your local computer.
  2. Sign into Oracle Applications. Sign in with the same user and password that you use when you sign in to use the Configurator Models work area. You might need to sign in each time you connect through ADFDI.
  3. Go to the Home page, then under Tools, click Download Desktop Integration.
  4. In the status bar at the bottom of your browser, allow the download, then wait for the adfdi-excel-addininstaller.exe file to finish downloading.
  5. Open adfdi-excel-addin-installer.exe on your local computer.
  6. In the ADF Desktop Integration Installer dialog, click Developer Options.
  7. In the Developer Options dialog, click Enabled, click Install, wait for the installation to finish, then click Close.
  8. Open the Control Panel on your local computer, click Programs and Features, then verify the list that displays includes your new installation.

    For example, make sure it displays Oracle ADF 11g Desktop Integration Add-In for Excel.

  9. Open Excel, then, in Microsoft Office Customization Installer, click Install.
  10. Click File > Add-Ins, then verify that the Add-Ins submenu contains ADF Desktop Integration.

    In some Excel versions, you might need to enable the add-in. For details about installing add-ins, see the documentation for Microsoft Excel.

  11. Close Excel.

Download Your Spreadsheet

For this example, assume you need to manage a model named zCZ_CAR4DRSDN.

  1. Make sure each model that you want to manage meets these requirements:
    • Is in Draft status.
    • Contains at least one participant in a workspace that isn't released, and at least one of these workspaces is in the In Development status.
    • Another user hasn't locked the model.
  2. Download a spreadsheet.

    There are different ways to do this.

    What You Want Manage a Supplemental Structure Manage Option Features for More Than One Model Manage Supplemental Attributes and Snapshots Manage Rules
    An Empty Spreadsheet Go to the Manage Models page, then click Actions > Download Spreadsheet for Managing Model Structure. Go to the Manage Models page, then click Actions > Download Spreadsheet for Managing Cross-Model Structure. Go to the Manage Snapshots page, then click Actions Download Spreadsheet for Managing Item Snapshots.

    Not Available
    A Spreadsheet That I Can Search Click Tasks > Manage Model Structure. Click Tasks > Manage Cross-Model Structure. Click Tasks > Manage Item Snapshot Attributes. Click Tasks > Manage Rules.

    For this example, click Tasks > Manage Model Structure.

  3. In the dialog that displays, save the file to your desired location.
  4. Use Microsoft Excel to open the file that you just saved.
  5. In Excel, in the Connect dialog, click Yes.

    You use this dialog to connect to the server that hosts your Oracle application.

  6. In the Login dialog, enter your user name and password, then click Sign In.

    Sign in with the same user and password that you use to access the Configurator Models work area.

Here are the file names that you can download.

  • ManageModelNodes.xlsx
  • ManageCrossModelOptionFeature.xlsx.
  • ManageItemSnapshotSupplAttrValAssoc.xlsx
  • ManageStatementRules.xlsx

You can also manage rules. See Use Spreadsheets to Manage Your Rules.

Manage Your Model

  1. Examine the menu bar at the top of the page, and notice that Excel has a new tab named Manage Supplemental Structure, and that the tab includes commands that you use with ADFDI, such as Login, Logout, and Search.
  2. Click Search on the ADFDI command ribbon.
  3. In the Search Models dialog, enter zCZ_CAR4DRSDN, then click Search.
  4. In the search results, click the row that has your model, then click OK.

    Notice that ADFDI populates the spreadsheet with your model's details.

  5. Insert the new rows or cell values that accomplish your update.
  6. Click Create or Update on the ADFDIcommand bar.
  7. Go to the Configurator Models work area and confirm that the upload uploaded your changes.

Migrate Your Data

You can migrate data between environments.

Assume you need to migrate your rules from model x in your test environment to model y in your production environment.

  1. Sign into your test environment, search for model x, then download the rules from model x.
  2. Sign into your production environment, then make sure the production environment has all the workspaces and models that you reference in the rules that you are migrating.
  3. Search for model y, then download the rules from model y.
  4. Copy the data from model x's spreadsheet. Make sure you only copy cells that you can update.
  5. Paste your data into model y's spreadsheet.
  6. Click Create or Update to upload your data to production.