Get more out of 11i with Oracle ADI

1
Get more out of 11i with Oracle ADI

• Richard Byrom
• Oracle Applications Consultant
• Appsworld January 2003

2
Agenda

• Presentation assumptions objectives
• Account Hierarchy Editor
• Security Model
• Web ADI
• Conclusion
• Feedback and Q A

3
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.

4
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.

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Account Hierarchy Editor

• With the Account Hierarchy Editor you can
  graphically create, maintain, and review account
  structure hierarchies.

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Account Hierarchy Editor

• You can define new parent and child segment
  values, as well as change parent/child
  dependencies.

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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.

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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.

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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.

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Internet Computing Architecture
2 Tier
X
3 Tier
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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

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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

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Web ADI Requirements

• Internet Explorer, Excel and Windows Platform on
  client
• Patches Web ADI Patch and Self Service

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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

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Configuration/Diagnostics Page
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Web ADI Menu Access

• Select Web ADI from Self Service responsibilities

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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

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Create Layout

• Layouts control data elements in the context,
  header and lines regions of the spreadsheet
• Update, duplicate, delete or define a new layout

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Create Layout

• Set placement region and default value for
  required fields
• Account, Debit and Credit should always reside in
  the Line region

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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

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Create Mapping Template

• Select columns contained in the text file
• List of values button shows all available columns

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Create Document

• Notice the guide bar on top of page
• Choose a layout matching your requirements
• Select standard or custom layouts

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Create Document

• Select None to create a blank spreadsheet
• Select Text File to import data from a file

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Create Document

• The Content option appears when importing a file
• Select a default or custom mapping template

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Create Document

• Select Create Document to load datafile and
  launch Excel

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Create Document

• Notice WebADI option on Excel menu
• List of Values pop-up window on Company segment

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Upload Journal

• Upload Journal option from Excel menu
• Appears after selecting Parameters option

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Monitor Requests

• Excel option to Monitor concurrent requests
• Search criteria allows selecting parameters to
  control the requests to monitor

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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.

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Feedback and QA

• Please fill out your feedback forms!!

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Speaker Information

• Name Richard Byrom
• e-mail richard_at_rpcdata.com
• Company RPC Data Ltd
• Web Site http//www.rpcdata.com
• Mobile [phone]