get more out of 11i with oracle adi richard byrom oracle applications consultant appsworld january...

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

DatabasDatabasee

XApplicationApplication

ApplicationApplication

ApplicationApplication

ApplicationApplication

ApplicationApplication

ApplicationApplication

BrowserBrowser

BrowserBrowser

JavaJavaApplication ServerApplication Server

ApplicationApplicationApplicationApplication

2 Tier

3 Tier

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

• 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

Web ADI Configuration

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!!

AQ&

Speaker Information

Name : Richard Byrom

e-mail : richard@rpcdata.com

Company : RPC Data Ltd

Web Site : http://www.rpcdata.com

Mobile : +267-72111278