Getting Started

After the system is installed and the appropriate Web, Application, and Database servers are started, sign in using the appropriate URL for your site. Contact your site administrator to get the appropriate URL for starting Oracle Transportation Management.

The Sign In page appears requesting your user name and password.

1. Enter your User Name or OTM nickname. You must include the domain name as part of your user name. For example, domain.user1. If you sign in to a sub-domain, you should include it as part of your user name as well. For example, domain/subdomain.user1.
2. Enter your Password. Passwords are case sensitive so you must enter it exactly as it was created by your site administrator.

Note: Do not open any OTM page by copying and pasting the URL into a new tab in the same browser instance.

LDAP

For easier sign ins and increased security, your Oracle Transportation Management administrator may have created name spaces for various groups of users. Name spaces link Oracle Transportation Management to LDAP directories, which store user names, passwords, and other authentication data. LDAP directories centralize authentication data so that you do not need multiple user names and passwords to log onto multiple applications in a system. For example, you may be able to use one user name and password to log onto both Microsoft Office and Oracle Transportation Management.

In addition, LDAP directories can group users by business function or other status to provide levels of security and functionality. For example, separate LDAP directories may be created for service providers and customers, or for data entry personnel and their managers.

1. If your installation is using LDAP, select a name space. If you do not know which name space to use, select Default, or contact your site administrator. The Default name space normally provides the widest access because it can be configured to search a series of directories until authentication occurs.

For information about creating and configuring name spaces and LDAP directories, refer to the Oracle Transportation Management Administration Guide.

Browser Usage

Opening New Windows and Tabs

The supported method of opening new windows/pages/tabs is to right-click on the lowest level menu item (for example, Order Release) and select Open in New Window. Depending on your browser settings, the page will either open in the new tab or a new window. This option is not available for some menu items where you see a message "New window not supported."

For example, if you wanted to start a new window/tab to review Order Releases, you would:

1. Navigate to Order Management > Order Release.
2. Right-click on the link for Order Release.
3. Select Open in New Window.

Any other method of opening a new browser window/tab will expire previous sessions and an error message similar to "client session has expired" will result. These unsupported methods include, but are not limited to:

• Opening new tabs in the browser

• Launching from a bookmark

• Copying URL

Back Button

Do not click the Back button on your browser otherwise you risk losing data you have already entered.

Home Page

Menu Management

There are two types of menus: the Springboard and the Navigator. The Springboard can contain a sub-set of the menu groups and links while the Navigator always displays all menu groups and links. For a single user, both the Springboard and the Navigator show the menus assigned to that user via user access. The Springboard and the Navigator cannot display different menus.

 

Page Frame	Description
Global Header	The Global Header is the area across the top of the UI. It contains the following icons: Navigator: The Navigator is the main menu, found in the Unified Global Header. Oracle logo: Click to navigate to the Oracle website. (www.oracle.com) Home: Returns you to the Springboard.  Global Search: Search for saved queries, OTM and GTM objects, menu links, OTM and GTM power data menu links, and more. If you click in the Global Search field, you see pages that you recently searched for and navigated to via the springboard or navigator. If a menu includes External Links, those links open in a new window when clicked in the Navigator, Springboard, and Global Search. Favorites: View list of user favorites. Business Monitor: View the business monitor if you configured it to be on. or Message Center/Notifications: The Notifications icon appears at the top of the main Oracle Transportation Management page. If you have new unread messages, a red circle appears on the icon. When the mouse pointer hovers over the icon, a tool tip displays the number new messages (# New Notifications). If you click the icon, you see a finder results page displaying all of your messages.  Logistics Digital Assistant: Open the Logistics Digital Assistant in a popup window. Help displays context-sensitive help based on the page that appears in the main frame. Help is documented based on the standard product. You may have a customized version so fields may be hidden, tabs may be hidden, etc. Help obviously will not reflect those customizations. Settings and Actions: Click on the nickname or user name link to see information on user details, system details, troubleshooting, and administration.
Navigator	Use the Navigator to get to the Oracle Transportation Management or Global Trade Management menus. Note that the Navigator might have more entries than the Springboard. To open a menu item in a new tab or window, right-click on the lowest level menu item (for example, Buy Shipments) and select Open in New Window. Depending on your browser settings, the page will either open in the new tab or a new window. This option is not available for some menu items where you see a message New window not supported. See the Browser Usage section for details. The Navigator contents may be expanded, reset to the default, or collapsed by using the navigator controls. If a menu includes External Links, those links open in a new window when clicked in the Navigator, Springboard, and Global Search.
Springboard	The grid of icons on the home page is called the Springboard. The Springboard displays menus based on the menu assigned to a user via user access. The Springboard columns of icons and as many rows as required in order to fully display all menu items. Menu groups are indicated by the orange folder icon. To collapse an open item, click the double arrows in the lower right-hand corner. Note: It is recommended that you use the Springboard to access your most frequently used pages. The Help menu option displays the table of contents for the help system. Administrators can design new menus and menu links and assign them to user via Access Manager. To open a Springboard item in a new tab or window, right-click on the lowest level menu item (for example, Buy Shipments) and select Open in New Window. Depending on your browser settings, the page will either open in the new tab or a new window. This option is not available for some menu items. For those menu items you will see the message New window not supported. See the Browser Usage section for details. If a menu includes External Links, those links open in a new window when clicked in the Navigator, Springboard, and Global Search.
	The Ask Oracle icon in the lower-right corner of the home page opens the Ask Oracle - Product Map.  The Ask Oracle functionality provides a preview of the Redwood look and feel. Note: This is not the same as the Ask Oracle menu.

 

Basic Data Entry

For details on data entry, see the Basic Data Entry help topic.

Public Data

Public data is stored in its own domain called PUBLIC and cannot be edited by typical users. The Database Administrator can load, change, or create new public data for your installation.

Actions

Actions enable you to perform an action on one or more business objects at a time.

To initiate an action:

1. In a Finder page, find the business object that you want to perform the action on. Actions can also be run from manager pages.
2. Mark the Selected check box next to the business object. Some business objects allow you to select multiple rate records.
3. Click the Actions drop-down list.
4. Click the desired action.

When running an action, SmartLink, business process, or saving changes to a page in general, the option to select Log Profiles is provided. Only select a log profile if you are troubleshooting. Selecting a profile activates special logging that occurs when you complete the action or save your data. That logging can affect the performance of you system, and should only be used for troubleshooting scenarios. You can download the action log you created through this process. A special log profile, Default, can be selected in lieu of an actual Log Profile. This will check whether there is a default log profile associated with the action, data query type, or process action. If one exists, it will be used; if not, you receive an error. 

SmartLinks

SmartLinks provide alternative ways of navigating. They are found on the Finder pages for many different business objects. To view the SmartLinks, right-click on an ID on the Finder page. Additionally, SmartLinks occur in a few other places. In those places, SmartLinks are indicated by the following icon:

Entering Constraints

There are many business objects, such as orders and equipment, that can have constraints. If you do not specify a constraint, it indicates that there is no constraint and is compatible. For example, you can specify temperature control on a piece of equipment. If there is no temperature constraint, the equipment will be considered compatible for any commodity being shipped even if the commodity specifies a temperature constraint since no constraint means compatible.

Ask Oracle Home Page

The Ask Oracle - Product Map can be used instead of the Springboard that is shown above. The Ask Oracle functionality provides a preview of the Redwood look and feel.

Page Frame	Description
	The Ask Oracle - Product Map can be used instead of the Springboard that is shown above. All of your menus display on the product map. Scroll down to see more sub-menus.  There are several ways to view the Ask Oracle - Product Map: Click the  (Ask Oracle) logo in the lower right-hand corner of the Springboard. Setting the user preference of Home Display Screen to Ask Oracle - Product Map. To return to using the Springboard, change this user preference back to Springboard. The optional feature DISPLAY ASK ORACLE ON HOME is set to opt in ON. To return to using the Springboard, change the optional feature back to OFF. Use the  to switch between the Ask Oracle - Product Map and the Ask Oracle - Suggestion List.
	The Ask Oracle - Suggestion List displays a list of recommended menu items.
	The Search field appears at the top of the Ask Oracle pages. It works similarly to the Global Search in the Global Header at the top of the Springboard.
	The User Menu icon populates with the first letter of the User Name and the role that you used to log into the system. Click the User Menu icon to display the Settings and Actions pop-up which displays information on user details, system details, troubleshooting, and administration.