Managing Shells

If you have the required permissions, you can access the Details form of a shell from the Properties node in the left Navigator from the:

  • Company Workspace tab in Admin mode and User modes
  • Company Sponsored Shells node in Admin mode
  • Any shell under the Templates node
  • Configuration node, to configure the User Mode Navigator in Admin mode
  • Any shell tab in Admin and User modes

From the Properties node, you can also perform the following actions:

  • Bookmark the Properties node by selecting the Bookmark icon.
  • Modify a shell template and apply the updated settings to one or more existing shells. For more information, see Updating Shells.

Note:

You can modify the shell details at any time, except for the shell currency that was selected during the initial shell setup.

Oracle recommends that you keep the shell information up to date so that it reflects the current status and progress of the shell.

Prerequisite

You have the required permission to modify shell details.

Open a Shell

To open a shell, select the tab for the shell.

The shell landing page opens.

Edit a Shell

To edit a shell:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Company Sponsored Shells.
  3. Select the appropriate shell type, and then open the required shell instance from the log.
  4. In the left Navigator, select Properties under the shell instance node.

  5. Modify the shell information as needed.

    For example, to assign newly defined global views to the project or shell so that they are available to all users:

    1. On the General tab, go to the System Information section.
    2. Next to the Shell Templates field, click Select.
    3. Select the applicable template.
    4. Click Select.

    To change the shell location, use the Location picker. You can access the Location picker when you create a shell or modify the shell details. For more information, see Location Picker Behavior.

    In the Location picker:

    • Find searches the current level.
    • Open displays the next level in the shell hierarchy.
    • Select confirms the selected location.
    • Breadcrumbs show the current location in the hierarchy.
    • Select locations from the top level of the hierarchy to the lowest level.
    • Ensure that a destination shell instance exists before you select it.

    Note:

    You can use the Location picker to reorganize the shell hierarchy. You can move a shell across tabs or to another location in the hierarchy. When you move a shell, all shell data moves with it. If the shell contains auto-populated business processes (BPs), the associated data also moves, and future data is collected from the new shell location. If a child shell attribute form or a single-record BP in a child shell contains linked elements, the child shell attribute data and BP data are automatically updated to reflect the current attribute values of the new parent shell.
  6. Select Save to save your changes and close the Details form.

Deactivate a Shell

To deactivate a shell:

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left navigator, select Company Sponsored Shells.
  3. Select the shell instance, and then open the applicable shell.
  4. In the left Navigator of the opened shell, select Properties.
  5. In the Details form, select the General tab, and then expand the Key Information block.
  6. Set the Status field to Inactive.
  7. Select Save.

Note:

If you deactivate a single-instance shell, you cannot reactivate or access that shell. The shell remains in the system but is no longer accessible.

Copy Customized User Attributes from the Company Workspace

You can copy customized user attributes from the company-level directory to one or more shells.

Export User Information

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left navigator, select Company Sponsored Shells, and then select Projects.
  3. From the Actions menu in the toolbar, select Export and then select Export Users.

  4. Select one of the following options:

    • All Shells
    • Selected Shells
  5. Follow the prompts to export the file.

    The system downloads a CSV file that contains the existing users.

  6. In the Copy Attributes column, enter Yes for each user whose customized company-level attributes you want to copy.

Note:

If you do not enter Yes, the system does not copy any company-level attribute values.

Import User Information

  1. From the Actions menu in the toolbar, select Import and then select Import Users.
  2. Select the updated CSV file.
  3. Import the file.

Result

The system updates the user attribute data and values for the selected users.

Additional Information

  • If you create a project or shell by selecting Create and then selecting Manual, you must add users manually or import them from a CSV file.
  • After you create the project or shell, you can import user information.
  • If you add a user manually, to import the attribute values specified in the Copy Attributes column of the CSV file, use the Copy Attributes from Company Workspace option in the General tab by selecting User Administration and then selecting Users or Groups.
  • If you create a shell from a shell template, the user attributes that are defined in the template are also copied.
  • By default, the system adds the project administrator to every newly created or copied shell. The system does not copy additional user attributes for the automatically added project administrator.