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This paper will explain detailed solutions on how to use WEB ADI to convert legacy data to Oracle Application. This papers focus is on est practices for preparing data for upload! creating docu"ents and defining layouts! data upload and upload reconciliation.
"ey #once$ts
Inte%rator & This is the definition that stores the infor"ation a out the action the user wishes to perfor". 'or exa"ple! downloading specific data to a spreadsheet for viewing or to "odify and upload ac# to the data ase. A'I & Application (rogra""ing Interface. This is the pl)s*l interface y which data is validated and uploaded into Oracle Application. +ou would associate an A(I with an integrator if it was intended to either create new data in the application or update data that had een previously downloaded. (ie! & A view is an o ,ect y which you can *uery data on a ta le or ta les. If the action you are intending to perfor" involves downloading data! you "ust associate a view with the integrator. If you are using -reate style A(Is! you do not re*uire a view. +ou can elect to use a seeded view! for exa"ple! (E./(EO(0E/1! to use with your integrator. 2owever! if the integrator is for updating data! then it is reco""ended that you create your own views and any other In)Out para"eters used y your chosen A(I. One thing to eware of is the use of Aliases in views if you are downloading fro" a for". 'or exa"ple! if you use an alias for Applicant/3a"e called %tarter! and then use a restrictive *uery in the for" on Applicant 3a"e efore running the integrator in We ADI! you will get the following error in the B3E log. BneBase%40.executeBne4uery5 Exception while running *uery. Error -ode5 678! 9essage5 O.A$776785 :A((0I-A3T/3A9E:5 invalid identifier. This colu"n A((0I-A3T/3A9E has een overwritten y the alias in the definition
loaded into the B3E ta les. )ayout & This is where the user selects the colu"ns to e displayed in the spreadsheet or Word docu"ent fro" the A(I and)or 1iew used y the integrator. An integrator can have "ore than one layout defined for it. +ou can choose which one to use when you create your docu"ent. *a$$in% & The "apping definition lin#s the data source to the A(I colu"ns. If no view is specified against the integrator or no text file used to load data! then no "apping is needed. When the data source is a view! the "apping is created auto"atically! however if a text file is eing used then a "apping needs to e "anually defined to associate each colu"n in the file ;source< to the relevant A(I para"eter ;target<.
#reatin% an Inte%rator
W-at. /o!. W-o. W-at. The creation of an integrator is a tas# that would e perfor"ed y a %yste" Ad"inistrator who would need to analy&e the usiness re*uire"ent! and then decide in technical ter"s how to achieve it. 'or exa"ple! if an upload or create type integrator! what A(I should e usedG Also if not a create type integrator which view should e used to access the data in the data aseG If you create your own view! you can i"prove the *uality of the docu"ent y for"atting the colu"ns in the view. (lease note that there is no "aintenance integrator so once the integrator has een uploaded! it is not possi le to edit it if a "ista#e has een "ade. /o!. A detailed step y step guide on creating different integrators is included in the next section. 2owever! in the 2.9% Application! consideration has to e given to how the integrators are accessed. There are two types of Integrators! an Application Integrator and a %tandalone Integrator. Application Integrators are lin#ed to specific
for"s. The user uses the for" in the (rofessional Cser Interface ;(CI< to *uery data! and then exports that data using the Export Data icon. The standalone integrator is created with a for" na"e of HE3E.A0. This then allows the integrator to e run fro" a self service "enu y adding the function 2.9% -reate Docu"ent. W-o. +ou control access to all 2.9% We ADI integrators using for" functions. Existing for" functions for seeded integrators are supplied and can e added individually to navigator "enus or in their entirety y adding the su "enus! 2. ADI %eeded Integrator 'or" 'unctions and 2. ADI %#ills %eeded Integrator 'or" 'unctions. 'or user$defined integrators! you "ust create for" functions and associate the" to an integrator. +ou can e *uite flexi le on how to do this. A detailed step y step guide on creating for" functions and associate the" to an integrator is included in the next section.
This exa"ple de"onstrates how to create an integrator that will allow the download the data and upload it to oracle application. ?. 0ogin to the application and navigate to Des#top Integrator $I -reate Docu"ent =. %elect Integrator J2. Integrator %etup. -lic# on 3ext utton. @. %elect 1iewer as Excel =77> and DO 3OT tic# the .eporting chec# ox ecause you will e uploading a new integrator definition to the data ase. -lic# on 3ext utton. 8. -hoose 3one for -ontent to open e"pty docu"ent. -lic# on 3ext utton. A. On Docu"ent -reation .eview page! -lic# on -reate Docu"ent utton and open file! A (rocessing window will open and a -onfir"ation window will advise when docu"ent has een created. B. In the lan# spreadsheet enter a value for each of the colu"ns as follows. *etadata 2y$e A$$lication +-ort 6a3e (77#8+2) Inte%rator 8ser 6a3e 8$date) (ie! 6a3e For3 6a3e A'I 'ac4a%e 6a3e & +elect )ist o1 (alues 1ro3 Oracle 3enu or ri%-t clic4 on 3ouse5 #-oose 8'DA2E & #-oose your A$$lication +-ort 6a3e & Enter a na3e 1or your inte%rator (77 2est & (ie! !-ic- do!nloads t-e data on e9cel s-eet (77:2E+2:E*':() & 0E6ERA) & 'ac4a%e !-ic- alidate and u$load data to Oracle (77:2E+2:8'DA2E) & 'rocedure o1 t-e $ac4a%e
A'I 'rocedure 6a3e; (8'DA2E:2E+2) Inter1ace 8ser 6a3e & Enter a uni<ue na3e (77:2E+2:8'DA2E:I62F) Inter1ace 'ara3eter )ist 6a3e & Enter a uni<ue na3e (77:2E+2:8'DA2E:'ARA*) A'I 2y$e & +elect )ist o1 (alues 1ro3 Oracle 3enu or ri%-t clic4 on 3ouse5 #-oose 'RO#ED8RE >. Cpload y going to Oracle "enu on spreadsheet tool ar! and select Cpload. De1ine a #reate style Inte%rator
This exa"ple de"onstrates how to define an integrator that will allow the upload of new records into Oracle Application fro" spreadsheet and also using a text. ?. %elect Integrator J2. Integrator %etup. -lic# on 3ext utton. =. %elect 1iewer as Excel =77> and DO 3OT tic# the .eporting chec# ox ecause you will e uploading a new integrator definition to the data ase. -lic# on 3ext utton.
@. -hoose 3one for -ontent to open e"pty docu"ent. -lic# on 3ext utton. 8. On Docu"ent -reation .eview page! -lic# on -reate Docu"ent utton and open file! A (rocessing window will open and a -onfir"ation window will advise when docu"ent has een created. A. In the lan# spreadsheet enter a value for each of the colu"ns as follows. *etadata 2y$e A$$lication +-ort 6a3e (77#8+2) Inte%rator 8ser 6a3e #reate) For3 6a3e A'I 'ac4a%e 6a3e & +elect )ist o1 (alues 1ro3 Oracle 3enu or ri%-t clic4 on 3ouse5 #-oose #REA2E & #-oose your A$$lication +-ort 6a3e & Enter a na3e 1or your inte%rator (77 2est & 0E6ERA) & 'ac4a%e !-ic- alidate and u$load data to Oracle (77:2E+2:#REA2E) & 'rocedure o1 t-e $ac4a%e
A'I 'rocedure 6a3e; (#REA2E:2E+2) Inter1ace 8ser 6a3e & Enter a uni<ue na3e (77:2E+2:#REA2E:I62F) Inter1ace 'ara3eter )ist 6a3e & Enter a uni<ue na3e (77:2E+2:#REA2E:'ARA*) A'I 2y$e & +elect )ist o1 (alues 1ro3 Oracle 3enu or ri%-t clic4 on 3ouse5 #-oose 'RO#ED8RE B. Cpload y going to Oracle "enu on spreadsheet tool ar! and select Cpload. De1ine a Do!nload Inte%rator !it- an Additional W-ere clause This exa"ple de"onstrates how to define an integrator that will allow you to run ad hoc *ueries in the application. In this case running *uery on 0ast 3a"e. ?. 0ogin to the application and navigate to Des#top Integrator $I -reate Docu"ent =. %elect Integrator J2. Integrator %etup. -lic# on 3ext utton @. %elect 1iewer as Excel =77> and DO 3OT tic# the .eporting chec# ox ecause you will e uploading a new integrator definition to the data ase. -lic# on 3ext utton. 8. -hoose 3one for -ontent to open e"pty docu"ent. -lic# on 3ext utton. A. On Docu"ent -reation .eview page! -lic# on -reate Docu"ent utton and open file! A (rocessing window will open and a -onfir"ation window will advise when docu"ent has een created. B. In the lan# spreadsheet enter a value for each of the colu"ns as follows. *etadata 2y$e & +elect )ist o1 (alues 1ro3 Oracle 3enu or ri%-t clic4 on 3ouse5 #-oose DOW6)OAD A$$lication +-ort 6a3e & 'ER Inte%rator 8ser 6a3e & Enter a na3e 1or your inte%rator
(ie! 6a3e & 'ER:'EO')E:( For3 6a3e & 0E6ERA) >. Cpload y going to Oracle "enu on spreadsheet tool ar! and select Cpload. E. -reate restrictions for %tandalone 4uery y -reating a Docu"ent using 2. -reate %tandalone 4uery Integrator. This lin#s an additional where clause to the integrator you have already created. .e"e" er to leave .eporting chec# ox un$ tic#ed. Enter values for the following fields in the spreadsheet Inte%rator 6a3e & 6a3e entered abo e +=) W-ere #lause & !-ere last:na3e>?'ARA*?5last:na3e 1st 'ara3eter 6a3e & last:na3e 1st 'ara3eter 2y$e & (arc-ar2 1st 'ara3eter 'ro3$t & )ast 6a3e e<uals 65B5 Add 2nd@ Ard $ara3s@ etc as re<uired 6. Cpload y going to Oracle "enu on spreadsheet tool ar! and select Cpload.
/eader; 'ields whose values do not change for every record you are uploading. This region appears a ove the line region in the spreadsheet. If you specified "ultiple headers! select the one you wish the field to display in ;for exa"ple5 2eader ?! 2eader =! or 2eader @. )ine5 'ields whose values change for every record that is uploaded to Oracle Applications. The rows of data in this region represent every record that will e uploaded. Default Types Default Type $ -onstant Default Type $ Environ"ent 3ote that so"e fields will have defaults predefined. Csed when the text entered in the Default 1alue field is used as the default value in the spreadsheet. Csed to reference an environ"ent varia le when setting a default for a field. 1alues are as follows5 sysdate5 %yste" date database5 3a"e of the current data ase oauser5id5 ID of your current Oracle Applications user Default Type $ (ara"eter Csed to reference a para"eter that your syste" ad"inistrator stores in the for" function ;%elf %ervice 0in#< that you use to access the -reate Docu"ent flow. The para"eters that can e referenced are specific to each integrator. Csed to run a %40 state"ent to deter"ine the default for the field. We ADI runs the %40 state"ent entered in the Default 1alue field and auto"atically populates the spreadsheet with the results. If "ore than one value is returned fro" the *uery! it uses the first value. +ou can use the following to#ens in the %40 state"ent for the Default 1alue field5 ?$ro1iles?5$ro1ilena3e5 .eturns the value for the current userDs profile when you enter the na"e of the profile option. ?en ?5userid5 .eturns the current user ID. ?en ?5a$$id5 .eturns the current application ID. ?en ?5res$id5 .eturns the current responsi ility ID. ?en ?5lan%ua%e5 .eturns the current session language. Default Type K 'or"ula +ou can enter Excel$co"pati le for"ulas as default values for fields. 'ollow the Excel for"ula syntax and enclose field na"es in rac#ets.
'or exa"ple5 LcreditMNLde itM 3ote that referencing the field na"es rather than the cell na"es prevents your for"ulas fro" eing corrupted if the order of the fields is changed in the layout. Docu3ent 'ro$erties 'rotect +-eet $ %elect +es or 3o to set the state of the docu"ent when downloaded. A protected sheet will allow you to update the data fields ut will not allow you to insert rows. The user can change this setting in Excel y selecting (rotection fro" the Tools "enu. +tyles-eet $ %elect a stylesheet to apply to the docu"ent. A$$ly Filters $ select +es to ena le 9icrosoft Excel filters for the lines region when the docu"ent is downloaded. The user can change this setting in Excel y selecting 'ilters fro" the Oracle "enu. Data %pan $ enter the nu" er of colu"ns for the data to span. 2ide $ select this ox if you want the field hidden on the spreadsheet. .ead Only $ select this ox if you want the field to display as a non$updatea le! read$only field. #onte9t and /eader Field 'ro$erties 'ro3$t +$an $ Enter the nu" er of colu"ns that the field pro"pt will span. I3$ortant; 'or context and header fields! you set the nu" er of colu"ns for the (ro"pt! 2int! and Data to span. +ou set the colu"n widths for the fields at the 0ine level. Therefore! when setting the colu"n spans for a header or context field! e aware that the width of a colu"n is deter"ined y the width of the line fields in the spreadsheet. 2itle $ ;optional< enter a title for the header. /int +$an $ enter the nu" er of colu"ns for the field hint to span. The hint for a field can include the following5 O $ indicates the field is re*uired. )ist $ indicates that the field provides a list of values. Dou le$clic# the field to invo#e the list. Data ty$e $ the data type for each field is always displayed. 'or exa"ple! Text or 3u" er
)ine Re%ion 'ro$erties Data Entry Ro!s $ enter the nu" er of lan# rows to display when the docu"ent is generated. The user can add "ore rows once the docu"ent is downloaded to Excel. Widt- $ enter the width of the field in characters. FroBen 'ane $ use this selection to set the fields that you want to re"ain visi le while you scroll hori&ontally across the spreadsheet. .ead Only
bne;layout>A'')I#A2IO6:+/OR2:6A*E;)ADO82:#ODEC bne;content>A'')I#A2IO6:+/OR2:6A*E;#O62E62:#ODEC bne;ro!s>(F)A00ED or A)))C bne; alidation>(D or 6)C bne;i3$ort>DC bne;i3$ortFle9>6OI*'OR2 Web /2*) & BneA$$lication+er ice @. 0ogin to the application and navigate to %yste" Ad"inistrator $I Application $I 9enu 8. 4uery for a "enu of a responsi ility and add this function to the "enu. A. Ho to the responsi ility and run clic# on this "enu.
)O( to an Inte%rator
This example demonstrates how to create a LOV on an integrator field. -all the procedure B3E/I3TEH.ATO./CTI0%.-.EATE/TAB0E/0O1 using elow para"eters. 0i#e you want to create a 0O1 on DE(T3O colu"n using *uery$ %E0E-T DE(T3O! D3A9E '.O9 DE(TP ':A'')I#A2IO6:ID ':I62ERFA#E:#ODE ':I62ERFA#E:#O):6A*E create )O( ':ID:#O) ':*EA6:#O) ':DE+#:#O) ':2AB)E ':ADD):W:# ':WI6DOW:#A'2IO6 ':WI6DOW:WID2/ ':WI6DOW:/EI0/2 ':2AB)E:B)O#":+IEE ':2AB)E:+OR2:ORDER ':8+ER:ID Inte%rator A$$lication ID Inter1ace #ode On !-ic- colu3n o1 Inter1ace you !ant to #olu3n o1 )O( =uery (DE'26O) #olu3n o1 )O( =uery (D6A*E) 68)) i1 t-ere is no Descri$tion 2able o1 )O( =uery (DE'2) 1>1@ I1 no additional !-ere clause 68)) (O$tional) 400 ('o$u$ !indo! !idt-) A00 ('o$u$ !indo! -ei%-t) 10 (6o o1 records in eac- bloc4) 68)) (O$tional) 8se ID (#reated By)
2ec-nical In1or3ation
Inte%rator B3E/I3TEH.ATO.%/B B3E/I3TEH.ATO.%/T0 B3E/I3TEH.ATO.%/10 )ayout B3E/0A+OCT%/B B3E/0A+OCT%/T0 B3E/0A+OCT%/10 )ayout #olu3ns B3E/0A+OCT/-O0% B3E/0A+OCT/-O0%/1 *a$$in% B3E/9A((I3H%/B B3E/9A((I3H%/T0 B3E/9A((I3H%/10 #ontent B3E/-O3TE3T%/B B3E/-O3TE3T%/T0 B3E/-O3TE3T%/10 Inter1ace B3E/I3TE.'A-E%/B B3E/I3TE.'A-E%/T0 B3E/I3TE.'A-E%/10 +<l =ury to %et 'ac4a%e and (ie! na3e used in Inte%rator %E0E-T BIT.C%E./3A9E WEB/ADI! BA.ATT.IBCTE= :(A-FAHE:! B-T.C%E./3A9E :1IEW: '.O9 B3E/I3TEH.ATO.%/T0 BIT! B3E/ATT.IBCTE% BA! B3E/-O3TE3T%/T0 B-T W2E.E su str;BIT.I3TEH.ATO./-ODE!?!length;BIT.I3TEH.ATO./-ODE<$ A<QQD/(7/ATTD R BA.ATT.IBCTE/-ODE A3D BIT.A((0I-ATIO3/ID R B-T.A((0I-ATIO3/ID A3D BIT.0A3HCAHE R DC%D A3D B-T.0A3HCAHE R DC%D A3D BA.ATT.IBCTE? R D(.O-EDC.ED A3D BIT.A((0I-ATIO3/ID R BA.A((0I-ATIO3/ID A3D B-T.-O3TE3T/-ODE R su str;BIT.I3TEH.ATO./-ODE!?!length;BIT.I3TEH.ATO./-ODE<$A<QQD/-3TD A3D BIT.C%E./3A9E 0IFE DSS Test -reateD
order y BIT.C%E./3A9EP
A$$endices A$$endi9 A Aut-ors ;0ist of the pri"ary author;s< and contri utors< A$$endi9 B Re1erences ;9etalin# 3ote ID 5 @B7?7A.?<