Web adi webcast_v3

2
Future Advisor Webcasts
Day, Date, 2004
time p.m. ET
Teleconference Access:
North America: xxxx
International: xxxx
Password: Advisor
Upcoming live webcasts and recent recordings:
© Copyright © 2013, Oracle and/or its affiliates. All rights reserved.
Teleconference Access:
US & Canada: 877-600-6701
Toll Number: 706-758-8276
International Toll-Free:
See DOC#1148600.1
Password: 85026037
Current Advisor Webcast
Schedule – DOC#740966.1

The following is intended to outline our general
product direction. It is intended for information
purposes only, and may not be incorporated into
any contract. It is not a commitment to deliver any
material, code, or functionality, and should not be
relied upon in making purchasing decision. The
development, release, and timing of any features
or functionality described for Oracle’s products
remains at the sole discretion of Oracle.
Safe Harbor Statement

<Insert Picture Here>
WEB ADI Excel Upload
Rajesh P
Principle Support Engineer, BDE / CoE
Srinivas M
Sr. Support Engineer, Global Human Resources

5
Web ADI Integrators
Load Data with Excel

6
Topics
• Web ADI
• Traditional Custom Import Process
• Web ADI Custom Import Process
• Web ADI Components
• Creating a Custom Integrator
• Examples
• Other Options and Features

7
Web ADI History
• Application Data Interchange
• GLDI – GL specific
• ADI –
• Multiple versions
• PC based application
• Assets and GL
• Concurrent request and reporting functionality
• Web ADI
• Completely web based
• Only data export and load – no reporting
• Many applications – ICM, HR (replaced ADE), GL, others
• Extendable
• New integrators
• Custom Layouts

8
Web ADI – Basic User Process
• Create a spreadsheet
• From a form
• From a menu option
• Populate or change the spreadsheet
• Upload to Oracle
• Fix errors if needed

9
Create a Spreadsheet from a Form
• Some forms have an export data
function.
• This exports to a spreadsheet
using Web ADI.
• Some additional pages ask for
Excel version and format.

10
Create a spreadsheet
• A spreadsheet is created and populated from the screen.
• Enter the new, desired information to upload.

11
Upload from a spreadsheet
• After new information is entered, select upload from the Oracle menu.

12
Upload from a spreadsheet
• After upload you see the success or failure of your data.

13
Extendibility
• Oracle seeds specific exports and loads.
• The spreadsheet formats, called layouts, can be
changed or additional ones can be added via setups.
• Each data export or load (i.e. proposed salaries, GL
journals) uses an integrator.
• A programmer can create a new integrator with some
simple setups and possibly a simple program.

14
Traditional Custom Import Process
• Create a flat file
• Transfer flat file to DB server
• Load into temp table
• Custom program
• Read temp table and loop through records
• Call Oracle API
• Mark temp table as to what is done/not done
• Report on errors
• Method to correct/clear errors

15
Traditional Custom Import Build Units
• Transfer process
• Unix script
• Custom temporary table
• Load control file
• Custom program
• Registered concurrent program

16
Web ADI Import Process
• Create a flat file
• Transfer flat file to DB server
• Load into temp table
• Custom program (may not be needed)
• Read temp table and loop through records
• Call Oracle API
• Mark temp table as to what is done/not done
• Report on errors
• Method to correct/clear errors

17
Web ADI Custom Import Build Units
• Transfer process
• Unix script
• Custom temporary table
• Load control file
• Custom program (maybe)
• Registered concurrent program
• Web ADI integrator setup
• Web ADI layout setup

18
Web ADI Components
Spreadsheet Oracle API
Integrator
(setups point
to API)
Data
Tables
Spreadsheet
Integrator
(setups point
to custom API)
Data
Tables
Custom API
Oracle API
Or,
If the Oracle API input is too complicated….

19
Creating a Custom Integrator
• Perform one-time Web ADI setup and some security setups.
• Identify the Oracle provided API you will be using. This will be a procedure
within a package.
• hr_job_api.create_job
• hr_position_api.create_position
• Determine if you need a custom wrapper. You may need a custom wrapper if:
• The API uses internal ids that would mean nothing to the user. i.e.
organization_id or job_id.
• The integrator needs logic like; if the record does not exist create it,
otherwise update it.
• The integrator needs to call multiple APIs like first create the entry and then
create the entry values.
• Write wrapper if you need it.
• Set up the Integrator
• Create the integrator
• Create a function for the integrator
• Add the function to your menu
• Associate the function to the integrator
• Define the layout(s)

20
Example 1:
Create Jobs Integrator
Purpose: Load Jobs for a one-time conversion to Oracle
• Use API hr_job_api.create_job
create_job
(p_validate in boolean default false
,p_business_group_id in number
,p_date_from in date
,p_job_group_id in number
,p_segment1 in varchar2 default null
,p_attribute1 in varchar2 default null
,p_job_definition_id in out nocopy number
,p_name out nocopy varchar2
)
• Looking at the procedure definition, only a few parameters are required and
most are meaningful to an analyst doing the conversion.
• Not creating a wrapper.

21
Example 1:
Create the Integrator
• Web ADI uses Web ADI spreadsheets to load integrator
definitions.
• Responsibility: Desktop Integration
• Menu Option: Create Document
• Select Integrator: HR Integrator Setup

22
HR Integrator Setup Spreadsheet
• Use the spreadsheet to define an integrator.
• Associates the integrator and the API

23
HR Integrator Function Setup
• Create a form function in Application Developer responsibility. (copy one of
Oracle’s)
• Add it to your menu.
• Use the spreadsheet created with HR Maintain Integrator Form Function
Integration.
• Associates the integrator and the function.

24
HR Integrator
What we’ve done so far
• Create integrator name
• Associate integrator with an API
• Create a function, put on menu
• Associate integrator with a function
Next
• Create a layout
• Create a spreadsheet
• Use it

25
HR Integrator Layout
• Menu Option: Define Layout
• Select your integrator

26
HR Integrator Layout - cont
• Name your layout
• Can have more than one layout for each integrator.

27
NOW,
THIS IS COOL!

28
HR Integrator Layout - cont
• The parameters from the API (magically) appear.

29
HR Integrator Layout – cont
• Select which should appear in your spreadsheet and where (header
or line).
Add
constants and
defaults
Specify what should
appear as columns

30
Create a Spreadsheet
• Menu Option: Create Document
• Select Integrator: Your Integrator
• Complete the information.
• Upload the data.

31
Example 2:
Element Entries Integrator
Purpose: Load Element Entries through a spreadsheet
• Use multiple APIs
• pay_element_entry_api.create_element_entry
• pay_element_entry_api.update_element_entry
• To call these we need to:
• Decode element and input value names
• Determine if the element already exsits
• Need to create a wrapper.

32
Create a Wrapper
• Wrapper
• Performs logic
• Converts user data entered on the spreadsheet to the ids and formats needed by Oracle API
• Employee number is converted to assignment id.
• Element Name is converted to element link id.
• Calls Oracle API
• The wrapper becomes a new API
• Create an integrator to use the wrapper
Wrapper
PROCEDURE dpl_create_element(
p_effective_date in date
,p_employee_number in varchar2
,p_element_name in varchar2
,p_entry_type in varchar2
,p_input_value_1 in varchar2 default null
,p_entry_value1 in varchar2 default null
Oracle API
pay_element_entry_api.create_element_entry
(
p_effective_date => l_effective_date
,p_business_group_id => l_business_group_id
,p_assignment_id => l_assignment_id
,p_element_link_id => l_element_link_id
,p_entry_type => l_entry_type
,p_input_value_id1 => l_input_value_id1
,p_entry_value1 => p_entry_value1
Wrapper
Calls
Oracle APIs

33
Integrator for the Wrapper
• Define the integrator to call your procedure (wrapper).
• Perform other setups for function and menu.
• Create layout.

34
End Result
• The spreadsheet columns are the wrapper parameters.
• Complete the spreadsheet and perform the upload.
• Integrator -> Wrapper -> Oracle APIs

35
Other Options
Spreadsheet
Custom
Procedure
Integrator
Oracle Open
Interface
Table
Oracle Open
Interface
Load Open Interface Tables
Spreadsheet
Custom
Procedure
Integrator
Custom
Interface
Table
Custom
Interface
Load Custom Interface Tables

36
Additional Features
Integrators can be equipped to:
• Export data from Oracle
• Use lists of values
• Error handling and Debugging WEB ADIs
• Associate with Oracle forms – Tools/Export

37
Using List of Values…
Creating Independent Value sets based on a View:
Step #1 Create a View.
Create or replace view XX_Yes_NO_v as
select 'Y' Code, 'Yes' Description from dual
union
select 'N' Code, 'No' Description from dual
Step # 2. Associate View to a Integrator Field:
DECLARE
BEGIN
BNE_INTEGRATOR_UTILS.CREATE_TABLE_LOV
(P_APPLICATION_ID => 275, --
P_INTERFACE_CODE => 'GENERAL_724_INTF', --'GENERAL_663_INTF', --
P_INTERFACE_COL_NAME => 'P_BILLABLE_FLAG', --
P_ID_COL => 'code', -- LOOKUP CODE UPLOADED --
P_MEAN_COL => 'code', -- Shown in sheet --
P_DESC_COL => 'description',
P_TABLE => 'XX_Yes_NO_v',
P_ADDL_W_C => 'code is not null',
P_WINDOW_CAPTION => 'Load Types',
P_WINDOW_WIDTH => 450,
P_WINDOW_HEIGHT => 300,
P_TABLE_BLOCK_SIZE => 10,
P_TABLE_SORT_ORDER => 'yes,no',
P_USER_ID => 2,
P_POPLIST_FLAG => 'N'
);
END;

38
Using List of Values…
Creating Dependent Value sets based on a Java Code:
Step #1 Create a View.
/apps/comn/java/classes/oracle/apps/pa/webadi/utilities/
SQL Class Files - Ex: XXCitySql.class
/apps/comn/java/classes/oracle/apps/pa/webadi/integrator/component/
Component Class Files - Ex: XXCityComponent.class
/apps/comn/java/classes/oracle/apps/pa/webadi/integrator/validators/
Validator Class Files - Ex: XXCityValidator.class
Step # 2. Associate Java File to a Integrator Field:
DECLARE
BEGIN
BNE_INTEGRATOR_UTILS.CREATE_JAVA_LOV
(P_APPLICATION_ID => 275,
P_INTERFACE_CODE => 'GENERAL_723_INTF',
P_INTERFACE_COL_NAME => 'CITY_NAME',
P_JAVA_CLASS => 'oracle.apps.pa.webadi.integrator.component.XXCityComponent',
P_WINDOW_CAPTION => 'Cities List',
P_WINDOW_WIDTH => 450,
P_WINDOW_HEIGHT => 300,
P_TABLE_BLOCK_SIZE => 10,
P_TABLE_COLUMNS => NULL,
P_TABLE_SELECT_COLUMNS => NULL,
P_TABLE_COLUMN_ALIAS => NULL,
P_TABLE_HEADERS => NULL,
P_TABLE_SORT_ORDER => 'yes,no', -- sortable by meaning, not description--
P_USER_ID => 2 );
END;

39
Debugging WEB ADI Integrators
1. Error handling in Wrapper PL/SQL Programs
• raise_application_error (-20001, v_error_message);
Or
• FND_MESSAGE.CLEAR;
• FND_MESSAGE.SET_NAME('BNE','WEBADI_ERROR');
• FND_MESSAGE.SET_TOKEN('MSG','Error');
• fnd_message.raise_error;
2. To Debug WEB ADI System Errors
• 1. Set the following System Profile Options to enable Debug:
• BNE Server Log Filename : bne.log
• BNE Server Log Level : TRACE
• BNE Server Log Path : /usr/tmp *** Set this Profile option at Site level
only
• 2. Bounce back Apache server.
• 3. Reproduce the issue.
• 4. Investigate the Logfile for the cause.
• 5 Set the Log level to INFORMATION Macro Settings

40
Debugging Continued…
1. Functional Setup Test through BNE Admin Servlet
• BNE Admin Servlet.
http://<server_name>:<server_port>/oa_servlets/oracle.apps.bne.framework.BneAdminServlet
• The servlet provides BNE Code Level, Java Version and Log
Information.
2. A Basic QUICK Test
Run this basic WebADI test to see if WebADI is functioning:
1. Make sure that to have the Oracle Web ADI Responsibility added to the sysadmin user.
2. Verify the Menu associated with the Oracle Web ADI responsibility is "Web ADI Menu (1)“
3. Add the function such as “HR Integrator Setup”/ "Daily Rates Web-ADI Spreadsheet" to the "Web ADI Menu (1)"
menu.
4. Check the concurrent request and verify that the menus recompiled successfully.
5. Logout and back in, then run this WebADI Test:
Responsibility = Oracle Web ADI > Create Document >
Viewer = Excel 2000
Next
Integrator = HR Integrator Setup/ General Ledger - Daily Rates
Next
Continue to accept the defaults and click on Next until the document is created.
Does this complete successfully?

41
WebADI Viewlets
The following WebADI Viewlets are available to download from MOS for HR
Integrator Setup.
Patch 3196431 - Disabling integrators
Patch 4125542 - Creating standalone integrators
Patch 3196360 - Mail merge example
Patch 3196357 - Upgrading ADE to Web ADI
Patch 3196355 - Download example
Patch 4125537 - Creating integrators
Patch 4112747 - Associating Form Functions with integrators

42
Gotchas’
• Pop-up blocker can block Web ADI
• Excel can not be open when you are creating a
spreadsheet.
• Macro security in Excel must be medium and VB
must be allowed.
• Error handling with Web ADI – look at seeded
integrators for examples.
• Protection on the Web ADI sheets is difficult.

43
Macro Security Settings for Excel 2007
& 2010 with Oracle E-Business Suite
• Perform the below steps for the E-Business Suite WebADI component to
function properly in Excel 2007 & 2010:
You need to change security option for Excel 2007 or Excel 2010 and IE.
• 1. Go to Internet Explorer --> Tools --> Internet Options -->Security Tab--
>Custom Level and change "Initialize and script ActiveX control not marked as
safe for scripting" to "Prompt"
• 2. Go to Internet Explorer --> Tools --> Internet Options -->Security Tab--
>Custom Level and change "Allow status bar updates via script" to "Enable"
• 3. Open Microsoft Excel --> Tools --> Macro-->Security --> Change Security
Level to "Medium"
• 4. Microsoft Excel --> Tools --> Macro-->Security --> Trusted Publishers Tab
and turn on "Trust access to Visual Basic Project“
Now Logon to Oracle E-Business Suite --> Oracle Web ADI Responsibility and
try to create document using "Create Document" option.

44
Notes of Interest
• 360105.1 – Understanding and Using Web ADI in Oracle HRMS -
Includes ‘A Step by Step Guide to Creating HRMS Integrators’
• 228527.1 - "Web ADI for Oracle HRMS Implementation and
Configuration Information"
• Web ADI Implementation Guide - bne115ig.pdf
• Web ADI User Guide - bne115ug.pdf
• Installing, Configuring and Troubleshooting Web AD [ID 417692.1 ]
• Application Desktop Integrator (ADI) - FAQ [ID 106667.1]
• How To Install The Base ADI and Rollup Patches On A User PC? [ID
821153.1]
• What Patches Should be Applied for Installing WEB ADI [ID 197199.1]
• Web ADI Tips for Troubleshooting [ID 390476.1]
• Note: 144270.1 - How to Find ADI (Applications Desktop Integrator)
Patches on My Oracle Support?
• Note: 184090.1 - How to Find and Download the Latest Applications
Desktop Integrator (ADI) Patches via Metalink

45
Notes of Interest.. Contd..
• Note: 382973.1 - How to Get the Latest Version of ADI Patches From Metalink
• How to Find the Latest Version of the Application Desktop Integrator (ADI) [ID 164232.1]
• To find-out the version of 'Web ADI' , there are two methods
• Method : 1
•
• +. Login to Oracle E-business Suite and using 'Web ADI' , create a Document.
• +. When Excel is launched with the created Document, a Menu is created on the Toolbar in
Excel called Oracle (in between Data and Window).
• +. From the Oracle menu select "About". A pop up window is displayed with the version of
'Web ADI' (something like 8.x.x.x)
•
• Method : 2
•
• +. Login into E-business Suite as System Administrator
• +. Once the Home Page is up, paste the URL below into the same Browser window
(replace hostname,domain and portnumber as applicable)
•
BNE ADMIN Servlet for 11i
• http://hostname:portnumber/oa_servlets/oracle.apps.bne.framework.BneAdminServlet
•
• BNE ADMIN Servlet for 12
• http://hostname:portnumber/OA_HTML/BneAdminServlet

46
Clearing the OA Framework Cache
• Responsibility: Functional Administrator
• Navigation Path:
Core Services => Caching Framework => Global Configuration => Clear All
Cache
• ML Note: How To Clear The Cache Using Functional
Administrator? 759038.1
• WARNING: Clearing the OA Framework cache in a PRODUCTION instance can cause data issues if multiple users
are engaged and transacting data in the application at the time cache is cleared. Please only utilize this in Production if
advised by Oracle Support Services or Oracle Development.

47
Clearing the Web ADI Cache
• Sometimes after creating an Integrator it is not available in the Create
Document menu option
• ML Note: 799646.1 ‘Integrator Not Available In Create Document List
After Form Function Association’
• Enter the following URL into your browser:
http://<server>:<port>/OA_HTML/BneAdminServlet?bne:action=cache-clear
• Then press the back button to get back to the Navigator page and
continue working

48
Summary
• Custom Web ADI allow you to create Excel extracts easily
• Custom Web ADI also allows you to simplify the steps for data
uploads to the E-Business Suite
• Realize that this is a fairly new tool and undergoing many
enhancements on a frequent basis
• It might be a little rough around the edges and the
documentation might be a bit on the light side
• I will be updating this presentation as I continue work on this for
my client and prepare for presenting it at Collaborate’11

49
Are You Ready
To Get
Proactive?
Avoid the unexpected
Don’t leave value on the table
Lower overall organizational costs through preventative
maintenance
Reduce risks and maximize uptime
Achieve resolution faster
Streamline and simplify your daily operations
Get even more through connectionDiscover more about Get Proactive
https://support.oracle.com/CSP/main/article?cmd=show
&type=ATT&id=1385165.1:DISCOVER
ACT Get Proactive
Access proactive capabilities available for your products
by visiting the product pages at My Oracle Support;
Article ID 432.1
Contact the Get Proactive team
today for help getting started
get-proactive_ww@oracle.com

Attention:
New Portal with same DocID
Schedule
740966.1
Generic Advisor Webcast Note
740966.1
Archive
740964.1

51
select your
product:
e.g.
Oracle Database

52
ArchivesSchedule

THANK YOU

Web adi webcast_v3

Recommended

More Related Content

What's hot (20)

Similar to Web adi webcast_v3 (20)

Recently uploaded (20)

Web adi webcast_v3