Transcript Get More Out of 11i with Oracle ADI

Get more out of 11i with Oracle ADI
Richard Byrom
Oracle Applications Consultant
Appsworld January 2003
Agenda
• Presentation assumptions & objectives
• Account Hierarchy Editor
• Security Model
• Web ADI
• Conclusion
• Feedback and Q & A
Assumptions
You have already used or heard about some of the
basic features of ADI - perhaps journal preparation
and reporting.
You know or have someone in your organization that
already knows how to setup and configure ADI.
You have someone in your organization who can
sufficiently iron out all the bugs involved in setup and
patching for Web ADI.
Objectives
• To emphasize the need to get more out of your
applications by understanding all that they are
capable of doing.
• To demonstrate how Oracle is web enabling their
applications.
Account Hierarchy Editor
With the Account
Hierarchy Editor
you can
graphically
create, maintain,
and review
account structure
hierarchies.
Account Hierarchy Editor
• You can define new
parent and child segment
values, as well as
change parent/child
dependencies.
Account Hierarchy Editor
• You can also create new rollup groups from the
Account Hierarchy Editor and have your changes
reflected automatically in both the Key Segment
Values and Rollup Groups windows.
Security Model
• Functional Security.
– Allows you to control access to specific Oracle
applications functions for each defined responsibility.
• Profile Security.
– Allows you to Specify how Oracle Applications controls
access to and processes data based on defined profile
options. This model gives you finer control over user
access because you can set security at the user,
responsibility, application or site level.
Security Model
• You must specify which security model
you are going to use by choosing the
ADI: Use Function Security Model.
• ADI enforces a hierarchical security
model. If you have access to a high
level function, you will automatically
have access to the related lower level
features.
Internet Computing Architecture
Application
2 Tier
Application
Application
Application
X
3 Tier
Database
Application
Application
Browser
Java
Browser
Application Server
Web ADI Overview
• Web ADI Journal Solution only provides
functionality for journal upload
• Request Center functionality forthcoming in new
web-based application
• Eliminates ADI desktop client PC maintenance
• Accessed from the Self-Service menu
Web ADI Overview
• Web ADI Journal Solution only provides
functionality for journal upload
• Request Center functionality forthcoming in new
web-based application
• Eliminates ADI desktop client PC maintenance
• Accessed from the Self-Service menu
Web ADI Requirements
• Internet Explorer, Excel and Windows Platform
on client
• Patches – Web ADI Patch and Self Service
Web ADI Configuration
• Three functions are created to access Web ADI after the
installation
• Add functions to a Self Service responsibility
• A Self Service responsibility is required for each set of books
accessed by Web ADI
• Create multiple responsibilities to control privileges
Configuration/Diagnostics Page
Web ADI Menu Access
• Select Web ADI from Self Service responsibilities
Web ADI Functions
This responsibility has access to all three functions
• Create Document used to create a spreadsheet
• Create ADI Layout used to define the data elements in the
journal upload
• Create ADI Mapping used to define text file profile
Create Layout
• Layouts control data elements in the context, header and lines
regions of the spreadsheet
• Update, duplicate, delete or define a new layout
Create Layout
• Set placement region and default value for required fields
• Account, Debit and Credit should always reside in the Line
region
Create Mapping Template
• Mapping template are used to define profile of the text file
containing journal or budget data
• Number of columns should match the Layout
Create Mapping Template
• Select columns contained in the text file
• List of values button shows all available columns
Create Document
• Notice the guide bar on top of page
• Choose a layout matching your requirements
• Select standard or custom layouts
Create Document
• Select None to create a blank spreadsheet
• Select Text File to import data from a file
Create Document
• The Content option appears when importing a file
• Select a default or custom mapping template
Create Document
• Select Create Document to load datafile and launch Excel
Create Document
• Notice WebADI option on Excel menu
• List of Values pop-up window on Company segment
Upload Journal
• Upload Journal option from Excel menu
• Appears after selecting Parameters option
Monitor Requests
• Excel option to Monitor concurrent requests
• Search criteria allows selecting parameters to control the
requests to monitor
Conclusions
• The web features of ADI allow you to leverage the
internet computing architecture to the benefit of
your organisation.
• The account hierarchy editor together with the
security model are powerful features which can
be utilized to add value to the ADI offering.
Feedback and Q&A
• Please fill out your feedback forms!!
Speaker Information
Name : Richard Byrom
e-mail : [email protected]
Company : RPC Data Ltd
Web Site : http://www.rpcdata.com
Mobile : +267-72111278