© 2008 Oracle Corporation – Proprietary and Confidential1
Agile Product Lifecycle Management Integration Pack for Oracle E-Business Suite: Design to Release 2.5
PIP Installation and Configuration Procedures – Part 2
© 2008 Oracle Corporation – Proprietary and Confidential2
Disclaimer:This document in any form, software or printed matter, contains proprietary information that is the exclusive property of Oracle. Your access to and use of this confidential material is subject to the terms and conditions of your Oracle Software License and Service Agreement or other applicable contract with Oracle, with which you agree to comply. This document and information contained herein may not be disclosed, copied, reproduced ordistributed to anyone outside Oracle without Oracle‟s prior written consent. This document is not part of your license agreement nor can it be incorporated into any contractual agreement with Oracle or its subsidiaries or affiliates.
This document is for informational purposes only and is intended solely to assist you in planning for theimplementation and upgrade of the product features described. This is not a commitment to deliver any material,code, or functionality, and should not be relied upon in making purchasing decisions. The development, release,and timing of any features or functionality is always at Oracle‟s sole discretion. This document is not consideredpart of the applicable program documentation.
Due to the nature of the product architecture, it may not be possible to safely include all features described in this document without risking significant destabilization of the code.
Purpose:This document provides an overview of install procedures for the Agile Product LifecycleManagement Integration Pack for Oracle E-Business Suite: Design to Release 2.5. It is intended solely to help you assess the business benefits of upgrading your existing Oracle products to Release 2.5, or implementing completely new Oracle developed products, and planning your I.T. Projects.
© 2008 Oracle Corporation – Proprietary and Confidential3
Agenda
PART 1
• Software Pre-Requisites
• Pre-Requisites and Patches
• Pre-Installation Configurations for Foundation Pack (FP) and PIP Installs
• Foundation Pack and PIP install
• Post Install Instructions and Validations
• Applying Patches Post FP and PIP Install
• Setting up Participating Applications – Ebiz
• Resources
• Questions
PART 2
• Setting up Participating Applications – Agile
• Create new JMS destination
• Create events
• Define and modify filters
• Create and enable new subscribers
• Set privileges
• Modify flex fields
• Setting up Auto number process extensions
• Variant management set up
• Resources
• Glossary
• Questions
© 2008 Oracle Corporation – Proprietary and Confidential4
PIP Installation and Configuration
Setting Up Participating Applications - Agile
The following settings need to be done on the Agile java client
As always, please follow Implementation Guide 2.5, Setting Up Participating Applications as well
The values in the table will be used to set up JMS destinations
Field Value/Setting
Name Define your own
API Name Same as the name, without spaces
Response Expected No
User Nameoc4jadmin (SOA server admin user name)
Password welcome1
Provider Context Factory
com.evermind.server.rmi.RMIInitialContextFactory
Connection Factoryjava:comp/resource/EcoRP/QueueConnectionFactories/QCF
Default Provider URL opmn:ormi://<SOAServer>:<OPMNPort>:<instance-name
Destination Namejava:comp/resource/EcoRP/Queues/PLM_ECO_QUEUE
© 2008 Oracle Corporation – Proprietary and Confidential5
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Create a new JMS Destination:
Log into the Agile java clientIn the Admin tab, go to System Settings > Agile Content Service > DestinationsClick on the icon to create a new destination
Create a new JMS Destination:Log into the Agile java clientIn the Admin tab, go to System Settings > Agile Content Service > DestinationsClick on the icon to create a new destination
© 2008 Oracle Corporation – Proprietary and Confidential6
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
For the Protocol, select JMS Enter the values as seen on the slide
Make sure to test the destination (use second icon on top of page)
Leave certain fields blank, as seen on the slide
Save
© 2008 Oracle Corporation – Proprietary and Confidential7
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Create Events:
• In the Admin tab, go to System Settings > Agile Content Service > Events
• Create New Events for ECO, MCO and SCO
• Create separate Events for CO Release and CO Validation
• Enter the following as seen in the table:
Note: Please see examples in the next several slides. The example is for ECO, you will need to do the same set up for MCO and SCO
ECO MCO SCO
Name Define your own Define your own Define your own
Event Type Workflow Workflow Workflow
Workflow Default Change Order
Default Manufacturer Orders
Default Site Change Orders
Field Value/Settings
Workflow Status For CO Release Process - Released
For CO Validation Process - Any status other than 'Released'. Preferred status is 'Submitted'.
© 2008 Oracle Corporation – Proprietary and Confidential8
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Leave the Frequency default value
© 2008 Oracle Corporation – Proprietary and Confidential9
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
© 2008 Oracle Corporation – Proprietary and Confidential10
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Define and Modify Filters:
• In the Admin tab, go to System Settings > Agile Content Service > Filters
• Modify default Item filter as described in the table
Field Value/Setting
Object Type Items
View Tabs Add Sites, Title Block, Page Two,
Page Three, BOM, Manufacturers
BOM Options Tabs and Items
BOM LevelsSelect All Levels checkbox
AML Options Tabs and Manufacturer Parts
Attachment Options Tab only
Include File Attachments
Leave blank
© 2008 Oracle Corporation – Proprietary and Confidential11
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Modify the following filters:
• Still On the filter tab, go to the following additional filters for modification:
• Default Change Order Filter
• Default Manufacturer Order Filter
• Default Site Change Order Filter
• Please see examples on the following next 3 slides
Change Order Filter
Manufacturer Order Filter
Site Change Order Filter
Object Type Change Orders Manufacturer Orders Site Change Orders
View Tabs Page Two, Attachments, Page Three, Affected Items, Cover Page
Page Two, Attachments, Page Three, Affected Items, Cover Page
Page Two, Attachments, Page Three, Affected Items, Cover Page
Affected Items Options Tabs and Items Tabs and Items Tabs and Items
Redline Changes Only No No No
Field Value/Settings
© 2008 Oracle Corporation – Proprietary and Confidential12
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Modify ECO filter
Leave “Include File Extensions” blank
© 2008 Oracle Corporation – Proprietary and Confidential13
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Modify MCO Filter
Leave “Include File Extensions” blank
© 2008 Oracle Corporation – Proprietary and Confidential14
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Modify SCO Filter
Leave “Include File Extensions” blank
© 2008 Oracle Corporation – Proprietary and Confidential15
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Create New Subscribers:
• In the Admin tab, go to System Settings > Agile Content Service > Subscribers
• Create 6 new subscribers (2 ECOs, 2 MCOs and 2 SCOs)
• For each ECO, MCO and SCO, create subscribers for Validate and Release
• Follow the table on the next slide for the correct settings
• For all the subscribers you set up, leave the “Include modified objects” field with the default value of “no”
© 2008 Oracle Corporation – Proprietary and Confidential16
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Create New Subscribers, cont.,
For ECO For MCO For SCO
Name ECO-Validate or ECO-Release MCO-Validate or MCO-Release SCO-Validate or MCO-Release
API Name ECOValidate or ECORelease MCOValidate or MCORelease SCOValidate or MCORelease
Description For ECO Validate or For ECO Release For MCO Validate or For MCO
Release
For SCO Validate or For
SCO Release
Subclass ATO ATO ATO
Workflow Default ATOs Default ATOs Default ATOs
AutoNumber ATO Number ATO Number ATO Number
Criteria All Change Orders All Manufacturer Orders All Site Change Orders
Event ECO-Validate or ECO-Release MCO-Validate or MCO-Release SCO-Validate or MCO-Release
Field Value/Settings
The next 6 slides are examples of the settings in the table
© 2008 Oracle Corporation – Proprietary and Confidential17
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Create New Subscribers, cont., - ECO
© 2008 Oracle Corporation – Proprietary and Confidential18
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Create New Subscribers, cont., - MCO
© 2008 Oracle Corporation – Proprietary and Confidential19
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Create New Subscribers, cont., - SCO
© 2008 Oracle Corporation – Proprietary and Confidential20
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Enter the Subscriber Details:
The detail portion of the Subscribers needs to be completed:
• In the Admin tab, go to System Settings > Agile Content Service > Subscribers
• Go into the 6 subscribers for ECO, MCO and SCO that you just created
• For each one, go into the Subscriber Details Tab
• After you are done with the detail section, go back and enable the newly created subscribers
• See the next 3 slides for examples
• The first slide is a table with all the values
• The next two slides are examples for ECO
• Make sure to complete the subscriber details for MCO and SCO in the same manner
NOTE: The only difference is the values in the “Filter” field
© 2008 Oracle Corporation – Proprietary and Confidential21
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Enter Subscriber Details, cont.,
For ECO For MCO For SCO
Destinations Select the JMS Destination that you created. (your FMW box)
Select the JMS Destination that you created. (your FMW box)
Select the JMS Destination that you created. (your FMW box)
Filter Default Change Order Filter and Default Item Filter
Default Manufacturer Order Filter and Default Item Filter
Default Site Change Order Filter and Default Item Filter
Roles All All All
Format aXML aXML aXML
Language English English English
Site All All All
Field Value/Settings
© 2008 Oracle Corporation – Proprietary and Confidential22
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Enter Subscriber Details - ECO-Release
© 2008 Oracle Corporation – Proprietary and Confidential23
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Enter Subscriber Details - ECO-Validate
© 2008 Oracle Corporation – Proprietary and Confidential24
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Enable Subscribers:In the Admin tab, go to System Settings > Agile Content Service > SubscribersHighlight each subscriber and click on the third icon (right side of the delete icon) to enable the subscriber. Close the page, it will be saved
© 2008 Oracle Corporation – Proprietary and Confidential25
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Set privileges: ECOs
In the Admin tab, go to User Settings > Privileges > Under the Privileges, you will see lots of existing privileges Click on the “Modify” privilege, then click the apply buttonThis will display all the different “Modify” privileges in existenceA new Modify privilege needs to be created for ECO, MCO and SCOTo create a new privilege, click on the first icon on the top leftThe criteria field is different for each privilege: (they were created in the Subscribers)
ECO - All Change OrdersMCO - All Manufacturer OrdersSCO - All Site Change Orders
In the “Applied to” field, click on the icon to bring up a screen with Choices and Selected columns
Uncheck the “show visible attributes only” checkboxHighlight all the choices and click on the right arrow to place them under the Selected columnClick OK and then OK again Other than the name and the criteria everything is the same for the ECO, MCO and SCOPlease see next slide for the Creation of the ECO privilege example and make sure to create a privilege for MCOs and SCOs
© 2008 Oracle Corporation – Proprietary and Confidential26
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Set Privileges: ECOs, cont.,
• After you hit OK twice from the previous slide, you will be taken to another screen; go into the “Where Used” tab
• In here, you will create roles to the new privileges
• Select the first icon on top to add roles
© 2008 Oracle Corporation – Proprietary and Confidential27
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Set Privileges for ECOs
• Select the Administrator role and put it under the Selected column
• Click OK and close the page
Next, create a privilege for MCOs and SCOs in the same manner
© 2008 Oracle Corporation – Proprietary and Confidential28
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Create new read privilege –MCO
After the privileges have been created for ECOs, MCOs and SCOs, a new “Read” privilege for MCO needs to be created
In the Admin tab, go to User Settings > Privileges > Read
Click on the “Apply” button to see the existing privileges (top right, not shown)
To create a new privilege, click on the first icon on the top left
© 2008 Oracle Corporation – Proprietary and Confidential29
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Create new read privilege – MCO, cont.,
Give it a name, such as “ReadMCOs”, complete the API and descriptions Enabled: yesPrivilege: Select “Read” Criteria: All Manufacturer Orders
In the “Applied to” field, click on the icon on the rightThis brings up a screen with Choices and Selected columns
Uncheck the “show visible attributes only” checkboxHighlight all the choices and click on the right arrow to place them under the Selected columnClick OK and then OK again
© 2008 Oracle Corporation – Proprietary and Confidential30
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Add a new role for the Read Changes privilege
Go into the existing Read Changes privilege under: Admin tab > Settings > User Settings > Privileges > Read
© 2008 Oracle Corporation – Proprietary and Confidential31
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Add a new role for the Read Changes privilege, cont.,
Go into the “Where Used” tabGo to the icon to add roles (first icon on left)Select the Administrator role from the Choices column and put it under the Selected columnClick OK and close the page
Add a new role for the Read Items privilegePlease follow the above procedures for Read Changes, beginning with slide 30
NOTE: The user should have privileges to modify the “released” items
© 2008 Oracle Corporation – Proprietary and Confidential32
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields - Agile Attribute Configuration
A few attributes have to be configured in Agile which will be updated by the Reverse Flow
process
• Look in the AIAConfigurationProperties.xml file, located in the Fusion Middleware Box under:$AIA_HOME/config
<ModuleConfiguration moduleName="Agile">
<Property name="LANG_LOCALE">English</Property>
<Property name="MULTISITE_ENABLED">TRUE</Property>
<Property name="Item.UnitCostAttribute">Site.Numeric01</Property>
<Property name="Item.AvailableQuantityAttribute">Site.Numeric02</Property>
<Property name="Item.OnHandQuantityAttribute">Site.Numeric03</Property>
<Property name="Item.ReservedQuantityAttribute">Site.Numeric04</Property>
<Property name="Change.TransferStatusAttribute">PageTwo.Text02</Property>
<Property name="REPLICATE_BOM_ENABLED">FALSE</Property>
<Property name="COMMON_BOM_ENABLED">FALSE</Property>
</ModuleConfiguration>
The highlighted values will be used to set up the flex fields
NOTE: If MULTISITE_ENABLED“ = TRUE, the property for Item attributes will be using Site.
If Single site implementation is being used (value = false), the same attributes have to be configured on
Page Two/Page Three of Parts and Documents. This power point gives examples of Site only.
© 2008 Oracle Corporation – Proprietary and Confidential33
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields - Agile Attribute Configuration, cont.,
The table below reflects the comparable Ebiz EBO fields (informational)
Agile Ebiz
Item.UnitCostAttribute Manufacturer Cost
Item.AvailableQuantityAttribute Available Quantity
Item.OnHandQuantityAttribute On Hand Quantity
Item.ReservedQuantityAttribute Reserved Quantity
© 2008 Oracle Corporation – Proprietary and Confidential34
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields - Agile Item Attribute Configuration
• In the Agile Java client, go to the Admin tab > Data Settings > Classes > Items > Parts
© 2008 Oracle Corporation – Proprietary and Confidential35
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields - Agile Item Attribute Configuration, cont.,
Go to the User Interface Tabs and click on Sites
© 2008 Oracle Corporation – Proprietary and Confidential36
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields - Agile Item Attribute Configuration, cont.,
On the Sites page, go to the Attributes:Sites tabOn the Filter by Type, choose NumericThis will bring up all the Numeric fields that are available
You will see Numeric01, Numeric02, etc., under Site
These are the values in the AIAConfigurationProperties.xml file, as mentioned in slide 32 (in this slide, the names have already been modified)
© 2008 Oracle Corporation – Proprietary and Confidential37
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields - Agile Item Attribute Configuration, cont.,
Select Numeric01 and modify as follows:
Name = UnitCostAttributeAPI Name = UnitCostAttributeDescription = Unit Cost AttributeVisible = yesUse defaulted values for the restClick Save
The next slide has values for the next 3 numeric flex fields
© 2008 Oracle Corporation – Proprietary and Confidential38
PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields - Agile Item Attribute Configuration, cont.,
• Select Numeric02 and modify as seen below• Name = AvailableQuantity
• API Name = AvailableQuantity
• Description = Available Quantity
• Visible = yes
• Use defaulted values for the rest
• Click Save
• Select Numeric03 and modify as seen below• Name = OnHandQuantity
• API Name = OnHandQuantity
• Description = OnHand Quantity
• Visible = yes
• Use defaulted values for the rest
• Click Save
• Select Numeric04 and modify as seen below• Name = ReservedQuantity
• API Name = ReservedQuantity
• Description = Reserved Quantity
• Visible = yes
• Use defaulted values for the rest
• Click Save
© 2008 Oracle Corporation – Proprietary and Confidential39
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields - Agile Item Attribute Configuration, cont.,
• While still in the Agile java client, go to Admin Tab > Settings > Data Settings > Classes > Items
• Select Documents
• Do the exact same thing for Documents as you did for Parts in the previous slides
• Go to the User Interface Tabs and select Sites
• Go to the Attributes: Sites tab
• For the Filter by Type: select Numeric
• Again, you will see field names of Numeric01, Numeric02, Numeric03, Numeric04
© 2008 Oracle Corporation – Proprietary and Confidential40
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields, cont., - Change Transfer Status Attribute Configuration
AIAConfigurationAttributes.xml file <Property name="Item.UnitCostAttribute">Site.Numeric01</Property>
<Property name="Item.AvailableQuantityAttribute">Site.Numeric02</Property><Property name="Item.OnHandQuantityAttribute">Site.Numeric03</Property><Property name="Item.ReservedQuantityAttribute">Site.Numeric04</Property><Property name="Change.TransferStatusAttribute">PageTwo.Text02</Property>
Note: The text attribute which will be enabled should be same in Page Two of all the three classes –Manufacturer Orders, Site Change Orders and Change Orders.( i.e. if Text02 is enabled in Change Orders Page Two, Text02 should be used for the other two classes also.
Steps to Configure for Manufacturer Orders (example): Log on to Agile Java Client
See next several slides
© 2008 Oracle Corporation – Proprietary and Confidential41
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields, cont., - Change Transfer Status Attribute Configuration, cont.,
Manufacturer Orders - Go to Admin > Data Settings > Classes > Changes Tag > Manufacturer Orders (for MCO) > User Interface Tabs
© 2008 Oracle Corporation – Proprietary and Confidential42
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields, cont., - Change Transfer Status Attribute Configuration, cont.,
Manufacturer Orders – Select Page Two
© 2008 Oracle Corporation – Proprietary and Confidential43
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields, cont., - Change Transfer Status Attribute Configuration, cont.,Manufacturer Orders
Go into the Attributes:Page Two tab
Filter by: Text
Select: Text02
© 2008 Oracle Corporation – Proprietary and Confidential44
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields, cont., - Change Transfer Status Attribute Configuration, cont.,Manufacturer Orders
Rename it to „Transfer Status‟
Set the “Visible” field to Yes
Leave the rest with the values that defaulted
© 2008 Oracle Corporation – Proprietary and Confidential45
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Modify Flex Fields, cont., - Change Transfer Status Attribute Configuration, cont.,
Steps to Configure – Site Change Orders:
• Log on to Agile Java Client
• Go to Admin > Data Settings > Classes > Changes Tag > Site Change Orders (for SCO) > User Interface Tabs
• Follow the steps for Manufacturing Order (previous slides)
Steps to Configure – Change Orders:
• Log on to Agile Java Client
• Go to Admin > Data Settings > Classes > Changes Tag > Change Orders (for ECO) > User Interface Tabs
• Follow the steps for Manufacturing Order (previous slides)
© 2008 Oracle Corporation – Proprietary and Confidential46
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
• Create Auto Number Process Extensions for New Part Request (NPR):
• Go into the Agile java client
• Admin tab > DataSettings > AutoNumbers
• Click on the first icon on top left to create auto numbers for subclass
Make sure that patch 10378928 was applied, before you create the Auto Numbers
© 2008 Oracle Corporation – Proprietary and Confidential47
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Create Auto Number Process Extensions for NPR, cont.,Complete the Define AutoNumber screen as shows below
In the “Where Used” field select: Part Click OK.
For the Custom AutoNumber select: “com.oracle.aia.npr.V2.NPRAutoNumber and click OK
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PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Create Action Menu based Process Extensions for NPR:
• Navigate to Admin > Data Settings > Process Extensions
• Click the top left icon to create the process extension
• Enter the details as seen in the screen shot, Click OK
© 2008 Oracle Corporation – Proprietary and Confidential49
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
• Navigate to Admin > Data Settings > Classes
• Double click on Items in the
Classes window
• Select the Process Extensions tab
• Click the icon on top left to open Assign Process Extensions window
• Select NPR Number from the choices and drag it to the Selected List column
• Click OK, and close the window
Create Action Menu based Process Extensions for NPR, cont.,
© 2008 Oracle Corporation – Proprietary and Confidential50
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
• Navigate back to Admin > Data Settings > Process Extensions
• Double click on “NPR Number” that you created in the previous slides
• Select the Where Used tab
• You should see Base Class under Type
• Close window
Create Action Menu based Process Extensions for NPR, cont.,
© 2008 Oracle Corporation – Proprietary and Confidential51
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
• Navigate to Admin > Data Settings > Process Extensions
• Click on top left icon to create the Process extension
• Complete the fields as shown in the screen shot
• Click OK
Create Action Menu based Process Extensions for Sync Item
© 2008 Oracle Corporation – Proprietary and Confidential52
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
• Navigate to Admin > Data Settings > Classes
• Double click Items in the Classes window
• Go to the Process Extensions tab
• Click on the icon to open Assign Process Extension
• Select Sync Item and drag it under the Selected List column
• Click OK and close the window
Create Action Menu based Process Extensions for Sync Item, cont.,
© 2008 Oracle Corporation – Proprietary and Confidential53
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
• Navigate back to Admin > Data Settings > Process Extensions
• Double click on “Sync Item” that you created in the previous slides
• Select the Where Used tab
• You should see Base Class under Type
• Close window
Create Action Menu based Process Extensions for Sync Item, cont.,
© 2008 Oracle Corporation – Proprietary and Confidential54
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Notifications can be setup in Agile PLM to send email when error occurs during ACS processing in the change order release process integration flow
To set up the notifications:
• Log in to Agile Java Client
• In the Admin tab, navigate to System Settings > Agile Content Service > Destinations
• Open the destination that was configured for the change order release flow to send the data to the JMS queue
• In the Notification User field, add the users and user groups who need to be notified on failure of ACS transfer
• Save the changes
Set Up Agile Notifications
© 2008 Oracle Corporation – Proprietary and Confidential55
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification
If Agile 9.3 with VM or 9.3.1 with VM was used during the PIP install, the following set up needs to be completed
From the Agile java client go to: Admin Tab > Server Settings > Database
Notification Enabled = Yes
© 2008 Oracle Corporation – Proprietary and Confidential56
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification, cont.,
Navigate to System Settings > Notifications
In the Filter By field, select Name
In the Value field enter Part
Click ApplyOpen Parts - Part Send
© 2008 Oracle Corporation – Proprietary and Confidential57
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification, cont.,
In the Part Send window:Enabled = Yes
Notification Type = Inbox
© 2008 Oracle Corporation – Proprietary and Confidential58
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification, cont.,
The following settings are user specific settings
Go to Admin Tab > User Settings > Privileges > Send
In the Filter By field select Name
In the Value field, enter Send Item
Click Apply (top right, not shown)
Open Send Items
© 2008 Oracle Corporation – Proprietary and Confidential59
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification, cont.,
Enabled = Yes
The current user has to have a role assigned that contains the privilege 'Send Item'
Go to User Settings > UsersMake sure the current user has roles assigned that contain the privilege 'Send Item„
Save and Close
© 2008 Oracle Corporation – Proprietary and Confidential60
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification, cont.,
The instructions on this page are not needed for Agile 9.3.1
Go to Admin > User Settings > Privileges > Read
Search on Read Items
Once Read Items is displayed, drill into it
© 2008 Oracle Corporation – Proprietary and Confidential61
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification, cont.,
The instructions on this page are not needed for Agile 9.3.1
In the “Applied to” field, uncheck the “Show Visible Attributes Only”
Drag “Items.Relationships.Relationships.Type” to the Selected column
Click OK, and Close
© 2008 Oracle Corporation – Proprietary and Confidential62
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification, cont.,
Go to Admin > User Settings > Privileges > Modify
Create a new privilege for Modify called “Modify Model(first icon on the top left)
Enabled = YesPrivilege = ModifyFor the Privilege Criteria column select All Models. If you cannot find this, you will need to create All Models criteria (the second icon by the Criteria field will let you create a new criteria (see next slide)
Once the Criteria is complete, go into the “Applied to” field icon and uncheck the box at the bottomDrag all the choices to the Selected columnOK, and Close
© 2008 Oracle Corporation – Proprietary and Confidential63
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification, cont.,
How to create a new Criteria, if needed
© 2008 Oracle Corporation – Proprietary and Confidential64
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification, cont.,
Go to Admin >User Settings > Privileges > Read > Read Users
In the Applied To field, drag over to the Select column “users.Preferences.BOM Variant Configuration Preference”
OK, and Close
© 2008 Oracle Corporation – Proprietary and Confidential65
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification, cont.,
Go to Admin > User Settings > Privileges > Modify > Modify Users
In the “Applied To” field, make sure that the “users.Preferences.BOM Variant Configuration Preference” value is in the Select column. If it isn‟t, drag it over
OK, and Close
© 2008 Oracle Corporation – Proprietary and Confidential66
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification, cont.,
Go to Admin > User Settings > Roles
Create a new Role for VM called “VM Role1”(first icon on the top left)
Enabled = YesPrivilege = Modify ModelUser/Groups = Search for Administrator/admin and drag that to the right side column
OK, and Close
© 2008 Oracle Corporation – Proprietary and Confidential67
PIP Installation and Configuration Setting Up Participating Applications – Agile, cont.,
Variant Management: Enable Notification, cont.,
Go to User Admin > Settings > Roles
Go into the new VM role that was just created
Select the Users tab and go into the User that has Administrator as the last name
In the General Info tab, make sure there is a first name and something under e-mail address. ( you can use “a” for both the first name and for the e-mail). Save
Go into the Preferences tab;For the BOM Variant Configuration Preference, select “External Configurator”
OK, and Close
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PIP Installation and Configuration
Setting Up Participating Applications – Agile, cont.,
Variant Management, cont.,
• Using the remote desktop, logon to the Agile server with the proper credentials
• 2 agile.properties file need to be modified with the SOA_host/port in the following locations:
• C:\Agile\Agile931\agileDomain\config\agile.properties
• C:\product\10.1.3.1\OracleAS_1\j2ee\home\applications\Agile\APP-INF\classes\agile.properties
• In each file, search for: aia.cfg.endpoint.getURL and modify the line by replacing the tokens for SOA_HOST, SOA_PORT and the variable for the Configurator with the valid values (see example below)
• aia.cfg.endpoint.getURL=http://adcxxxxxfems.us.oracle.com:xxxx/orabpel/default/GetConfiguratorURLAgileReqABCSImpl
• Bounce the Agile server
• Go to: C:\product\10.1.3.1\OracleAS_1\opmn\bin
• Run the commands:
• opmnctl.exe stopall
• opmnctl.exe startall
This concludes the set up portion for the Agile participating application
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(Found in E-Delivery under the 2.5 Media Pack)
• Agile Product Lifecycle Management Integration Pack for Oracle E-Business Suite: Design to Release 2.5 - Implementation Guidehttps://edelivery.oracle.com/EPD/Download/get_form?egroup_aru_number=12840305 (V20889-01) – very specific details about the implementation of this pip, including setting up the participating applications. The appendix has valuable troubleshooting ideas
• Oracle Application Integration Architecture 2.5: Installation and Upgrade Guide –https://edelivery.oracle.com/EPD/Download/get_form?egroup_aru_number=12840305 (V24719-01 ) has very specific instructions on installing the Foundation Pack and the Pip, along with the patches
Other Resources:• Oracle E-Business Suite Developer‟s Guide and Oracle E-Business
Suite System Administrator‟s Guide
• Oracle E-Business Suite Integrated SOA Gateway Troubleshooting Guide:https://support.us.oracle.com/oip/faces/secure/km/DocumentDisplay.jspx?id=726414.1
PIP Installation and ConfigurationResources
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Ebiz Oracle E-Business Suite - A fully integrated, comprehensive suite of business applications for the enterprise.
AIA Application Integration Architecture - A set of pre-built and pre-packaged open standards based business process integrations that leverage the Oracle BPEL Process Manager to connect multiple Oracle and non-Oracle applications
OFM Oracle Fusion Middleware - A portfolio of software products, that spans multiple services, including J2EE and developer tools, integration services, business intelligence, collaboration, and content management. OFM is based on open standards.
BPEL Business Process Execution Language - A XML-based workflow definition language
that allows businesses to describe inter or intra enterprise business processes that
are connected via Web services.
ESB Enterprise Service Bus - A software architecture for middleware that provides
fundamental services for more complex architectures
SOA Services-Oriented Architecture - A software architecture where functionality is grouped around business processes and packaged as interoperable services
OSR Oracle Service Registry - Provides a UDDI v3-compliant platform for publishing, categorizing and discovering Web services and related resources across the enterprise
PIP Installation and Configuration
Glossary
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DVM Domain value maps - Are maintained using the ESB Console user interface. Domain values are to used for static lookups. DVMs are used for mapping parameters between PLM and eBiz
ABO Application Business Object. It represents an object of the edge system (Agile,eBiz in this case)
ABM Application Business Message. It represents an action on an object of the edge system (Agile,eBiz in this case)
EBO Enterprise Business Object. It represents an object of the OFM.
EBM Enterprise Business Message. It represents an action on an object of the OFM.
ABCS Application Business Connector Service. Is a BPEL process in the OFM which provides
an interface between the edge system (Agile,eBiz in this case) and OFM
EBS Enterprise Business Service. These are services which are exposed by the AIA as wsdls in the enterprise business library
Agile PLM
Agile Product Lifecycle Management - Manages the enterprise product record, the single system of record for product information required to maximize profitability throughout the lifecycle
ECO Engineering Change Order - It is an object that carries with it all the proposed changes to a product and/or its BOM. It can be approved and implemented to make the proposed changes effective.
MCO Manufacturing Change Order - a change order used to release product manufacturability changes without rolling up a revision
Glossary, cont.,
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SCO Site Change Order - A change order used to release site-specific product
design/manufacturability changes without rolling up the global revision
JMS Java Message Service - An application program interface from Sun Microsystems that
provides a common interface to standard messaging protocols
ATO Automated Transfer Order - A routable object that triggers and tracks automated transfer of product content information from Agile to XML via ACS
ACS Agile Content Service – Agiles1 event-driven XML-based publishing service
WSX Web Service Extensions - A Web service engine enabling communication between Agile PLM and disparate systems
AML Approved Manufacturer List – List of approved manufacturer parts associated with an item
BOM Bill of Materials - Hierarchical representation of a product that is made up of other products.
XSLT Extensible Stylesheet Language Transformations - A programming language specialized for the transformation of XML documents
Glossary [Cntd.]
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Disclaimer:
There are some differences between this PowerPoint presentation and the documents found in E-Delivery. This is due to the various patches and the timing of the updates for the documentation guides. This PowerPoint is accurate as of March 25th, 2011. Please see differences below:
• This PowerPoint is meant to be a guide and you will need to refer to the documents mentioned for other details as suggested throughout the slides
• The 2.5 Implementation Guide does not include configurations for “Create Action Menu Based Process Extensions for Sync Item
PIP Installation and Configuration
© 2008 Oracle Corporation – Proprietary and Confidential74
Questions