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Oracle® Configurator Developer User's Guide Release 12.2 Part No. E48812-01 September 2013
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  • Oracle® Configurator DeveloperUser's GuideRelease 12.2Part No. E48812-01

    September 2013

  • Oracle Configurator Developer User's Guide, Release 12.2

    Part No. E48812-01

    Copyright © 1999, 2013, Oracle and/or its affiliates. All rights reserved.

    Primary Author:     Margot Murray

    Contributing Author:     Tom Myers

    Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners.

    Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group.

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    The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

    If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable:

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    This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications.

    This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services.

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     Contents

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    Preface

    Part 1 About Configuration Models

    1 IntroductionOracle Configurator Developer................................................................................................ 1-1

    Launching Oracle Configurator Developer..........................................................................1-2Repository............................................................................................................................ 1-2Workbench........................................................................................................................... 1-2Hierarchical Structure.......................................................................................................... 1-2

    The Runtime Oracle Configurator............................................................................................ 1-3The Overall Process................................................................................................................... 1-4

    Plan your Project.................................................................................................................. 1-5Identify your Product Data.................................................................................................. 1-5Set Up Oracle Configurator Developer................................................................................ 1-6Build a Configuration Model............................................................................................... 1-6

    Design Configuration Rules.......................................................................................... 1-7Create a User Interface.................................................................................................. 1-8Unit Test the Configuration Model............................................................................... 1-8

    Deploy the Configuration Model......................................................................................... 1-8Integration..................................................................................................................... 1-8Testing........................................................................................................................... 1-8Production..................................................................................................................... 1-9

    Manage Models and Publications........................................................................................ 1-9

  • iv

    Conventions............................................................................................................................... 1-9Product Support.......................................................................................................................1-11

    Troubleshooting................................................................................................................. 1-11

    2 The CZ Schema's Item Master Introduction to the CZ Schema................................................................................................. 2-1Imported Items.......................................................................................................................... 2-2Items Created in Configurator Developer................................................................................ 2-2Orderable Items......................................................................................................................... 2-3

    3 Types of ModelsOverview of Models.................................................................................................................. 3-1What is a Configuration Model................................................................................................ 3-1Models....................................................................................................................................... 3-2

    Guided Buying or Selling.....................................................................................................3-2Imported BOM Models............................................................................................................. 3-3

    The Imported BOM Model in Configurator Developer....................................................... 3-4Types of BOM Models......................................................................................................... 3-4BOM Model Structure Nodes...............................................................................................3-5Imported BOM Model Names .............................................................................................3-5Imported BOM Data............................................................................................................ 3-5

    Decimal Quantities and BOM Items.............................................................................. 3-6Decimal Quantities and Non-BOM Items......................................................................3-7

    Item Types and Imported BOM Properties.......................................................................... 3-7Data Types and Imported BOM Items...........................................................................3-8Limitations when Modifying Imported BOM Items, Item Types, and Properties......... 3-9Limitation on BOM Model Structure and Item Effective Dates..................................... 3-9Imported Advanced Product Catalog User-defined Attributes...................................3-10

    Data Types............................................................................................................ 3-11Extending a BOM Model in Configurator Developer........................................................ 3-11

    Container Models.................................................................................................................... 3-11

    4 References Introduction to Model References............................................................................................ 4-1References and Rules................................................................................................................ 4-2References and Effectivity.........................................................................................................4-2References and User Interfaces................................................................................................. 4-2

    Integrating Referenced User Interfaces................................................................................ 4-3Non-Instantiable Child Model.......................................................................................4-3Instantiable Child Model............................................................................................... 4-4

  •     v

    Modifying a Referenced User Interface................................................................................4-4Publishing and Referenced User Interfaces..........................................................................4-5

    References and BOM Models................................................................................................... 4-5References and Optional BOM Models................................................................................ 4-5Creating Model References in Configurator Developer....................................................... 4-7

    Updating Referenced Models................................................................................................... 4-7Copying Models with References............................................................................................. 4-8Editing a Model Reference Node.............................................................................................. 4-9

    5 Properties Introduction to Properties......................................................................................................... 5-1User Properties.......................................................................................................................... 5-2

    User Properties on Structure Nodes and Items.................................................................... 5-2System Properties...................................................................................................................... 5-4

    Selection State.................................................................................................................... 5-13Displaying Logic False Options................................................................................... 5-14

    Configuration Session Properties........................................................................................... 5-15Property Data Types................................................................................................................ 5-18

    6 Effectivity Introduction to Effectivity......................................................................................................... 6-1Date Ranges............................................................................................................................... 6-2Effectivity Sets........................................................................................................................... 6-3Usages........................................................................................................................................ 6-3Filtering Model Nodes and Rules in Configurator Developer................................................ 6-4Effectivity Examples ................................................................................................................. 6-4Time Zone Impact on Dates and Times.................................................................................... 6-5

    7 Instantiation Introduction to Instantiation..................................................................................................... 7-1Multiple Instantiation Conditions............................................................................................7-2

    Importing and Refreshing BOM Models..............................................................................7-2Nodes that Are Instantiable................................................................................................. 7-2Nodes that Are Not Instantiable.......................................................................................... 7-3

    Host Application Support of Instantiation...............................................................................7-3Modifying Instantiability......................................................................................................... 7-3Loading Models with Instantiable Components......................................................................7-4Runtime Display of Instantiable Components.........................................................................7-4

  • vi

    8 Connectivity Introduction to Connectivity.....................................................................................................8-1Connectors and Target Models................................................................................................. 8-3

    Target Model Structure and Rules....................................................................................... 8-3Connectors and Configuration Rules....................................................................................... 8-4

    Second-Level Connectors..................................................................................................... 8-5Runtime Behavior of Rules Relating Connected Components.............................................8-6Connection Filter Configurator Extension........................................................................... 8-7

    Connectors and the Runtime User Interface.............................................................................8-7Connections and Runtime Navigation................................................................................. 8-8Connecting Hidden Components........................................................................................ 8-8

    Part 2 Model Structure

    9 Model Structure Node TypesIntroduction to Model Structure............................................................................................... 9-1Models....................................................................................................................................... 9-2BOM Models............................................................................................................................. 9-2BOM Option Classes................................................................................................................. 9-2BOM Standard Items................................................................................................................. 9-2Components............................................................................................................................... 9-3Features...................................................................................................................................... 9-3

    Option Features................................................................................................................... 9-3Integer Features................................................................................................................... 9-4Decimal Features..................................................................................................................9-5Boolean Features.................................................................................................................. 9-5Text Features........................................................................................................................ 9-6

    Options...................................................................................................................................... 9-6Totals and Resources................................................................................................................. 9-6Model References...................................................................................................................... 9-7Connectors................................................................................................................................. 9-7Initial Values............................................................................................................................. 9-7

    Setting and Updating Initial Values..................................................................................... 9-8Numeric Precision and Exponential Notation.......................................................................... 9-9

    10 Using Populators Introduction to Populators...................................................................................................... 10-1Types of Nodes Created by Populators.................................................................................. 10-2

  •     vii

    Moving and Copying Nodes with Populators........................................................................ 10-3

    Part 3 Configuration Rules

    11 Rule BasicsIntroduction to Configuration Rules...................................................................................... 11-1Types of Configuration Rules................................................................................................. 11-2

    Creating Rules....................................................................................................................11-3Rule Folders....................................................................................................................... 11-3Rule Sequences.................................................................................................................. 11-3Enabling and Disabling Rules............................................................................................ 11-3

    Imported BOM Rules.............................................................................................................. 11-4Quantity Cascade Calculations.......................................................................................... 11-5

    Using Node Properties when Defining Configuration Rules................................................11-6Using Multiple Node Properties in a Rule......................................................................... 11-6

    Configuration Rules and Logic State...................................................................................... 11-7Generating Logic................................................................................................................11-8Initial Logic State............................................................................................................... 11-9Indicating Logic State in the Runtime User Interface.........................................................11-9Effectivity and Logic State................................................................................................. 11-9Enforcing Logical Relationships...................................................................................... 11-10Unknown Values and Rule Propagation..........................................................................11-12Overriding User Selections without Notification.............................................................11-12

    Rules that Relate Components and Models......................................................................... 11-13Examples of Valid Rules.................................................................................................. 11-14

    Rule Relating Components within Required Substructure........................................11-14Rule Relating Components within Parent's Required Substructure.......................... 11-15Rule Relating an Optional Component with Sibling Optional Components.............11-16Rule Relating Connected Components...................................................................... 11-16

    Examples of Invalid Rules............................................................................................... 11-17Rule Relating Sibling Components that are Instantiable Multiple Times.................. 11-17Rule Relating Components within Required, Instantiable Substructure................... 11-18Rule Relating Optional Component with Instantiable Component...........................11-18

    Unsatisfied Rules.................................................................................................................. 11-19Examples of Unsatisfied Rules......................................................................................... 11-19Unsatisfied Rule Messages...............................................................................................11-20

    12 Logic Rules Logical Relationships.............................................................................................................. 12-1

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    Implies............................................................................................................................... 12-2Excludes............................................................................................................................. 12-2Requires ............................................................................................................................ 12-3Negates.............................................................................................................................. 12-4Defaults.............................................................................................................................. 12-4

    Summary of Logical Relationships......................................................................................... 12-5Using AllTrue and AnyTrue................................................................................................... 12-6

    13 Numeric Rules Introduction to Numeric Rules............................................................................................... 13-1Contributes to Numeric Rules................................................................................................ 13-2Consumes from Numeric Rules.............................................................................................. 13-2Using the Model Quantity in Numeric Rules.........................................................................13-2Contributing to BOM Item Quantities................................................................................... 13-3

    Default BOM Item Quantity...............................................................................................13-4Using Numeric Features in Numeric Rules............................................................................ 13-4Using Properties when Defining a Numeric Rule..................................................................13-5Negative Contributions........................................................................................................... 13-6

    14 Design Charts Introduction to Design Charts................................................................................................ 14-1Design Chart Example............................................................................................................. 14-2

    Examples............................................................................................................................ 14-5

    15 Comparison and Compatibility Rules Comparison Rules................................................................................................................... 15-1Compatibility Rules................................................................................................................ 15-1

    Compatibility Rule Participants and Maximum Selections................................................15-2Property-based Compatibilities......................................................................................... 15-3

    Requirements for Creating a Property-based Compatibilty Rule................................ 15-4Explicit Compatibilities......................................................................................................15-5Gated Combinations.......................................................................................................... 15-7

    Behavior Using Gated Combinations.......................................................................... 15-7Rules that Depend on Unknown and False Logic States.......................................15-9

    16 Statement Rules Overview of Statement Rules................................................................................................. 16-1

  •     ix

    17 Configurator Extensions Introduction to Configurator Extensions................................................................................ 17-1Configurator Extension Rules................................................................................................. 17-2Configurator Extension Archives............................................................................................17-3

    The Archive Path............................................................................................................... 17-4Archive Path Precedence............................................................................................. 17-4

    Using Archives During Development................................................................................17-5Using Archives During Deployment................................................................................. 17-5

    Events....................................................................................................................................... 17-5Event Binding.................................................................................................................... 17-5Event Binding Scopes.........................................................................................................17-6Predefined Events for Binding........................................................................................... 17-7

    Argument Binding.................................................................................................................17-13Legacy Functional Companions............................................................................................ 17-15

    18 Rule Sequences Introduction to Rule Sequences.............................................................................................. 18-1Viewing Rule Sequences........................................................................................................ 18-2Modifying the Effectivity of a Rule in a Rule Sequence........................................................18-2Rule Sequences and Effectivity Sets ...................................................................................... 18-3Reordering Rules and Rule Effective Dates........................................................................... 18-4

    Part 4 Runtime User Interfaces

    19 Displaying the Model Model Structure and Generated User Interfaces.................................................................... 19-1

    BOM and Non-BOM Model Structure............................................................................... 19-2Model Structure and Effectivity......................................................................................... 19-2

    Refreshing a User Interface..................................................................................................... 19-2Changes that Require a User Interface to be Refreshed..................................................... 19-3

    Nodes are Added to the Model .................................................................................. 19-3Sequence of Model Structure and UI Elements after UI Refresh...........................19-4UI Refresh and Maximum Elements Per Page...................................................... 19-4Examples of Adding Model Structure and then Refreshing a UI..........................19-4

    Nodes are Moved within the Model............................................................................19-7Nodes are Deleted from the Model............................................................................. 19-7Nodes are Modified in Certain Ways.......................................................................... 19-8

    Changes that Do Not Require a User Interface to be Refreshed.........................................19-8

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    How the UI Master Template is used when Refreshing a User Interface...........................19-9The Refresh Enabled Setting.............................................................................................. 19-9

    Refresh Enabled Setting: User Interface Level .......................................................... 19-10Refresh Enabled Setting: UI Element Level............................................................... 19-10

    UI Template References and UI Refresh.......................................................................... 19-11Elements Created from a UI Content Template and UI Refresh...................................... 19-12

    Controlling the Content of a User Interface......................................................................... 19-12Runtime Navigation.............................................................................................................. 19-13

    Using a Web Browser's Forward and Back Controls....................................................... 19-14The Configuration Summary Page....................................................................................... 19-14Displaying Prices and Available to Promise Dates.............................................................. 19-15Multiple Language Support and the Runtime User Interface............................................. 19-15

    20 User Interface Templates Introduction to User Interface Templates...............................................................................20-1User Interface Master Templates............................................................................................ 20-2

    Default Settings for the Predefined User Interface Master Templates............................... 20-3Default Pagination Settings ........................................................................................ 20-5

    UI Master Template Information and Settings...................................................................20-5General Section............................................................................................................ 20-6Pagination and Layout Section.................................................................................... 20-6

    Defining Custom Pagination and Layout............................................................. 20-7BOM Content Section.................................................................................................. 20-9

    Customizing the Display of BOM Content .........................................................20-10Non-BOM Content Section........................................................................................ 20-11

    Customizing the Display of Non-BOM Content................................................. 20-11Utility Templates Section...........................................................................................20-11Message Templates Section....................................................................................... 20-12Images Section........................................................................................................... 20-12

    Enhanced Check Box and Radio Button Images................................................. 20-13Status Indicator Images....................................................................................... 20-13

    Oracle Browser Look and Feel with Step-by-Step Navigation UI Master Template........ 20-14Oracle Browser Look and Feel with Dynamic Tree Navigation UI Master Template......20-14Step-by-Step Navigation UI Master Template................................................................. 20-15Dynamic Model Tree Navigation UI Master Template.................................................... 20-16Single-Level Side Navigation UI Master Template.......................................................... 20-16Multiple-Level Side Navigation UI Master Template...................................................... 20-17Subtab Navigation UI Master Template...........................................................................20-17Single Page Layout UI Master Template.......................................................................... 20-17

    User Interface Content Templates........................................................................................ 20-18

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    Outer Page Templates...................................................................................................... 20-19Specifying How a User Interface Uses Content Templates ............................................. 20-20

    Copying a Template as Page Content........................................................................20-21The Predefined Button Bar UI Content Templates...........................................................20-21

    Basic Transaction Button Bar..................................................................................... 20-22Connection Chooser Button Bar................................................................................ 20-22Preview Page Button Bar........................................................................................... 20-22Step-by-Step Navigation Bar..................................................................................... 20-22Two-Page Navigation Bar......................................................................................... 20-23Yes or No Confirmation Button Bar.......................................................................... 20-23

    The Predefined Control UI Content Templates................................................................20-23BOM Item Table Control Templates.......................................................................... 20-23BOM Item Status Region Template........................................................................... 20-24Instance Management Control Templates................................................................. 20-24Counted Option Table Templates..............................................................................20-25Dynamic and Non-Dynamic Drop-Down Control Templates...................................20-26Enhanced Check Box Group and Enhanced Radio Button Group Control Templates................................................................................................................................... 20-26Boolean Feature Check Box Template....................................................................... 20-26Numeric Input Template........................................................................................... 20-26Text Input Template.................................................................................................. 20-26Read-Only Text Data Template................................................................................. 20-27Connection Control Template................................................................................... 20-27Connection Chooser Template.................................................................................. 20-27Connection Navigator Template............................................................................... 20-27

    The Predefined Message UI Content Templates.............................................................. 20-27Notifications Message Box Template.........................................................................20-28Invalid Input Message Box Template........................................................................ 20-28Overridable Contradiction Message Templates........................................................ 20-28Non-Overridable Contradiction Message Box Template...........................................20-28Confirmation Message Templates............................................................................. 20-29

    Other UI Content Templates............................................................................................ 20-30Combination Status Region Template....................................................................... 20-30Combination Status Region Template with Links..................................................... 20-30Icon Legend Template............................................................................................... 20-30Outer Template with Status Region.......................................................................... 20-31Summary Page Templates......................................................................................... 20-31

    Summary with Status Region..............................................................................20-32Standard Summary Table................................................................................... 20-32

    Unsatisfied Items List................................................................................................ 20-32Unsatisfied Items List with Links.............................................................................. 20-32

  • xii

    Upgrade Summary Table, Changes Only.................................................................. 20-33Upgrade Summary Table, Complete......................................................................... 20-33Validation Failures List............................................................................................. 20-33Validation Failures List with Links........................................................................... 20-33

    Referencing a User Interface Content Template.................................................................. 20-33Displaying Pricing and ATP Using a UI Content Template................................................ 20-34

    21 User Interface Structure and Design Introduction to User Interface Structure and Design............................................................. 21-1

    Unit Testing....................................................................................................................... 21-2User Interfaces and the Runtime Oracle Configurator.......................................................21-2Custom User Interfaces...................................................................................................... 21-3

    User Interface Structure.......................................................................................................... 21-3User Interface Definition........................................................................................................ 21-4User Interface Pages................................................................................................................ 21-5

    Empty User Interface Pages............................................................................................... 21-6Menus and Page Links............................................................................................................ 21-7

    Menu Labels.......................................................................................................................21-8Page Flows and Page References............................................................................................ 21-9Limitations when Creating UI Pages, Page Flows, and Menus........................................... 21-10Layout Regions...................................................................................................................... 21-11

    Layout Region Variations................................................................................................ 21-12Basic Layout Region.................................................................................................. 21-13List Layout Regions................................................................................................... 21-13

    Instance List Layout......................................................................................................... 21-14Stack Layout.................................................................................................................... 21-16Table Layout.................................................................................................................... 21-16Row Layout......................................................................................................................21-17Flow Layout..................................................................................................................... 21-19Cell Format...................................................................................................................... 21-20Header Region................................................................................................................. 21-21HideShow Region............................................................................................................ 21-22Bulleted List..................................................................................................................... 21-23

    Basic User Interface Elements............................................................................................... 21-24Styled Text....................................................................................................................... 21-24Static Styled Text.............................................................................................................. 21-25Formatted Text................................................................................................................. 21-25Text Link.......................................................................................................................... 21-26Image............................................................................................................................... 21-27Image Button....................................................................................................................21-28

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    Standard Button............................................................................................................... 21-29Custom Button................................................................................................................. 21-30Spacer...............................................................................................................................21-30Separator.......................................................................................................................... 21-31Check Box........................................................................................................................ 21-31Enhanced Check Box........................................................................................................21-32Instantiation Check Box................................................................................................... 21-33Radio Button.................................................................................................................... 21-33Enhanced Radio Button................................................................................................... 21-34Drop-down List................................................................................................................21-34Text Input........................................................................................................................ 21-35Selection Status and Unsatisfied Status Indicators...........................................................21-36

    Other User Interface Elements.............................................................................................. 21-38UI Template Reference..................................................................................................... 21-38Switcher and Case Regions.............................................................................................. 21-38Content Container............................................................................................................21-41Summary Table................................................................................................................ 21-41Item Selection Table......................................................................................................... 21-42Instance Management Table............................................................................................ 21-43Connection Navigator Table............................................................................................ 21-44Navigation Bar................................................................................................................. 21-45Raw Text.......................................................................................................................... 21-45Page Include Region........................................................................................................ 21-46

    Target Pages.............................................................................................................. 21-47Multiple Page Include Regions..................................................................................21-47Empty Page Include Regions..................................................................................... 21-47Page Include Regions and Outer Page Templates .................................................... 21-48Validation and Warnings.......................................................................................... 21-48

    Runtime Conditions and User Interface Elements............................................................... 21-49Runtime Conditions and Table Elements.........................................................................21-51Hidden User Interface Pages............................................................................................21-52Conditions and Effectivity............................................................................................... 21-52Selecting a Valid Object....................................................................................................21-52Problems When Evaluating Runtime Conditions............................................................ 21-52

    User Interface Element Captions and Details.......................................................................21-53Defining a Text Expression.............................................................................................. 21-55Text Expressions and Keyboard Shortcuts.......................................................................21-56

    Standard Oracle Applications Shortcut Characters................................................... 21-56User Interface Actions........................................................................................................... 21-57

    Action Parameters............................................................................................................ 21-62Open URL Action...................................................................................................... 21-62

  • xiv

    Raise Command Event Action...................................................................................21-64Forms-Based Host Applications and Target Window .............................................. 21-64

    Go to Node User Interface Action.................................................................................... 21-64Go to Node Action and Target UI Pages................................................................... 21-65

    Page Include Regions.......................................................................................... 21-66Go to Node Action and Nested Transactions............................................................ 21-67

    User Interface Elements and Associated Model Nodes .......................................................21-67Associated Model Nodes and Page Scope............................................................................ 21-68

    UI Page Scope and Displaying Model Node Content...................................................... 21-69UI Page Scope and Runtime Navigation.......................................................................... 21-69UI Page Scope and Instance Navigation.......................................................................... 21-70

    Generating and Reusing User Interface Content................................................................. 21-72User Interface Template References................................................................................. 21-72

    Viewing UI Template References.............................................................................. 21-73Modifying a UI Template Reference..........................................................................21-74

    Creating UI Content from a User Interface Content Template.........................................21-75Displaying Optionally Instantiable Component Details on a Parent UI Page....................21-75Designing and Creating a User Interface Page..................................................................... 21-78

    Introduction to the Example Model................................................................................. 21-78Step 1: Create an Initial Design of the New UI Page........................................................ 21-79Step 2: Plan for Using Layout Regions to Arrange the Page's Content............................ 21-80Step 3: Plan for Using UI Elements and Custom UI Content Templates..........................21-82

    Custom UI Content Templates and Template References......................................... 21-82Required UI Elements ...............................................................................................21-83

    Step 4: Create the UI Page and Page Content...................................................................21-83Creating the UI Page and Required Elements........................................................... 21-84

    Step 5: Review and Modify the Page................................................................................21-87

    Part 5 Testing and Publishing

    22 Testing and Debugging Introduction to Unit Testing................................................................................................... 22-1

    Unit Test Session Environments........................................................................................ 22-2Session Parameters...................................................................................................... 22-2

    The Model Debugger.............................................................................................................. 22-2Unit Testing a Generated User Interface................................................................................ 22-3Displaying Pricing Information and ATP Dates when Unit Testing ................................... 22-4

  •     xv

    23 Publishing Introduction to Publishing...................................................................................................... 23-1Before Publishing.................................................................................................................... 23-2The Publishing Process........................................................................................................... 23-2

    Testing a Publication.......................................................................................................... 23-3Republishing........................................................................................................................... 23-4Applicability Parameters.........................................................................................................23-5Overlapping Applicability Parameters...................................................................................23-7

    Part 6 Developer Tool Reference

    24 Configurator Developer User Interface Basics The Configurator Developer User Interface........................................................................... 24-1

    Customizing the Look and Feel of the Configurator Developer User Interface................. 24-2Views................................................................................................................................. 24-2Search................................................................................................................................. 24-3Actions............................................................................................................................... 24-4Shortcut Links.................................................................................................................... 24-5The Focus Column............................................................................................................. 24-5Printable Pages...................................................................................................................24-5

    Locking Models and UI Content Templates ..........................................................................24-5Force Unlock...................................................................................................................... 24-7Automatic Model Locking................................................................................................. 24-7Locking an Object and Viewing Locked Status.................................................................. 24-8

    Global Links ........................................................................................................................... 24-9Home................................................................................................................................. 24-9Logout................................................................................................................................ 24-9Preferences......................................................................................................................... 24-9

    Display Preferences..................................................................................................... 24-9Effectivity Date Filter.................................................................................................24-10

    Effectivity Date Filter Setting Display................................................................. 24-11Structure Node Display............................................................................................. 24-11Test Preferences......................................................................................................... 24-12

    Help ................................................................................................................................ 24-13Diagnostics.......................................................................................................................24-13

    Navigation and Saving Data................................................................................................. 24-13Keyboard Shortcuts..........................................................................................................24-14

    Creating a View..................................................................................................................... 24-15

  • xvi

    Modifying a View................................................................................................................. 24-15Deleting a View..................................................................................................................... 24-16Saving a Search as a View..................................................................................................... 24-16

    25 Main Area of the RepositoryThe Main Area of the Repository Hierarchical Table............................................................ 25-2Main Area of the Repository Objects..................................................................................... 25-2

    Folders............................................................................................................................... 25-3Models............................................................................................................................... 25-3

    Creating Objects in the Main Area of the Repository............................................................ 25-3Creating a Model..................................................................................................................... 25-4Creating a Folder..................................................................................................................... 25-5Creating a Property.................................................................................................................. 25-5Creating an Effectivity Set...................................................................................................... 25-5Creating a Usage...................................................................................................................... 25-6Creating a Configurator Extension Archive........................................................................... 25-6Creating a User Interface Master Template............................................................................ 25-7Opening Objects For Editing.................................................................................................. 25-8Modifying Models...................................................................................................................25-8Modifying Properties.............................................................................................................. 25-9Modifying Usages................................................................................................................... 25-9Modifying an Effectivity Set................................................................................................. 25-10Modifying Configurator Extension Archives....................................................................... 25-10Viewing the Classes in an Archive....................................................................................... 25-12The Main Area of the Repository Actions List..................................................................... 25-13Moving and Copying Objects............................................................................................... 25-13Deleting Objects.................................................................................................................... 25-14Deleting Models.................................................................................................................... 25-15Deleting Effectivity Sets and Usages.................................................................................... 25-15Deleting Properties................................................................................................................25-15Renaming Objects and Modifying Descriptions..................................................................25-15List Referencing Models....................................................................................................... 25-16List Effectivity Set Members................................................................................................. 25-16Migrate Models..................................................................................................................... 25-17

    26 Item Master Area of the Repository Introduction to the Item Master area of the Repository......................................................... 26-1Creating a New Item Type...................................................................................................... 26-1Creating a New Item................................................................................................................26-2Changing the Item Type of an Item........................................................................................ 26-2

  •     xvii

    Editing User Properties Assigned to Items or Item Types..................................................... 26-3Adding Properties to Items and Item Types...........................................................................26-3Deleting an Item or Item Type................................................................................................ 26-4The Item Master Area of the Repository Actions List............................................................ 26-4

    27 Publications Area of the Repository Introduction to the Publications area of the Repository........................................................ 27-1

    Publishing Actions............................................................................................................. 27-2Creating a New Model Publication........................................................................................ 27-3Publishing a Model without a User Interface........................................................................ 27-5Copying an Existing Model Publication.................................................................................27-5Republishing a Model............................................................................................................. 27-6Copying Model Data to a Database........................................................................................ 27-6Editing a Model Publication................................................................................................... 27-7Deleting a Publication............................................................................................................. 27-8Enabling or Disabling a Publication...................................................................................... 27-9

    28 General Area of the Workbench Introduction to the General Area of the Workbench............................................................. 28-1Generating a Model Report.....................................................................................................28-2Model Report Content and Column Headings.......................................................................28-3Model Details.......................................................................................................................... 28-5Base Inventory Item Details.................................................................................................... 28-5Bill of Materials Status............................................................................................................ 28-5Populator Status...................................................................................................................... 28-6Logic Generation Status.......................................................................................................... 28-6

    Logic Generation Warnings............................................................................................... 28-6Logic Generation Errors..................................................................................................... 28-6

    UI Refresh Status..................................................................................................................... 28-7Runtime Display Names......................................................................................................... 28-7Configurator Extension Archive Path..................................................................................... 28-8Editing a Model's Archive Path.............................................................................................. 28-8Adding Archives to a Model's Archive Path.......................................................................... 28-9Modifying the Archive Path for a Model............................................................................. 28-10

    29 Structure Area of the Workbench Introduction to the Structure Area of the Workbench........................................................... 29-2Creating a Component............................................................................................................ 29-2Creating a Feature.................................................................................................................... 29-3Creating an Option.................................................................................................................. 29-4

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    Creating a Total or Resource................................................................................................... 29-4Building Model Structure Using Items and Item Types........................................................ 29-5Reordering Model Structure................................................................................................... 29-6Creating and Modifying Populators....................................................................................... 29-6The Define Populator Details Page........................................................................................ 29-8Repopulating Model Data....................................................................................................... 29-9Deleting a Populator............................................................................................................... 29-9Adding User Properties to a Model Node............................................................................ 29-10Removing User Properties from a Model Node................................................................... 29-10Modifying Model Node User Properties.............................................................................. 29-11Modifying Model Node Details............................................................................................29-11

    Name............................................................................................................................... 29-11Description....................................................................................................................... 29-12Include in Generated UI...................................................................................................29-12Transient.......................................................................................................................... 29-13

    Transient Items.......................................................................................................... 29-13Transient Attributes.................................................................................................. 29-13

    Definition......................................................................................................................... 29-14Connection Required Setting..................................................................................... 29-15

    Instances.......................................................................................................................... 29-15Properties......................................................................................................................... 29-16Populators........................................................................................................................ 29-16Associated Rules.............................................................................................................. 29-16Associated UI Nodes........................................................................................................29-16Violation Message............................................................................................................ 29-16Notes................................................................................................................................ 29-17

    Modifying Effectivity............................................................................................................ 29-17The Structure Area of the Workbench Actions List............................................................. 29-18Copying a Component and its Associated Rules .................................................................29-19Creating a Model Reference.................................................................................................. 29-19Modifying a Model Reference.............................................................................................. 29-19Creating a Connector............................................................................................................. 29-20Modifying a Connector......................................................................................................... 29-21

    30 Rules Area of the WorkbenchIntroduction to the Rules Area of the Workbench................................................................. 30-2Defining Rules........................................................................................................................ 30-2Defining Logic Rules...............................................................................................................30-3Defining Accumulator Rules.................................................................................................. 30-4Defining Numeric Rules......................................................................................................... 30-5

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    Defining Comparison Rules................................................................................................... 30-6Defining Property-based Compatibility Rules...................................................................... 30-8Equals, Contains, and Like Operators.................................................................................... 30-9Defining Explicit Compatibility Rules................................................................................. 30-11Defining Design Charts........................................................................................................ 30-12Defining Statement Rules..................................................................................................... 30-13Creating a Rule Sequence..................................................................................................... 30-14Creating a Configurator Extension Rule...............................................................................30-15Associating a Node................................................................................................................ 30-16Choosing the Java Class........................................................................................................ 30-16Creating Event Bindings....................................................................................................... 30-18Binding Arguments to Parameters........................................................................................ 30-19Generating Logic for Configurator Extensions.................................................................... 30-21Creating a Rule Folder...........................................................................................................30-22Deleting a Rule or Rule Folder............................................................................................. 30-22The Rules Area of the Workbench Actions List................................................................... 30-23Enabling and Disabling Rules.............................................................................................. 30-23Reordering Rules in a Rule Sequence.................................................................................. 30-23Removing Rules from a Rule Sequence............................................................................... 30-24Enabling and Disabling Rules in a Rule Sequence..............................................................30-25Modifying Rule Details........................................................................................................ 30-25

    Definition......................................................................................................................... 30-25Violation Message............................................................................................................ 30-26Unsatisfied Message........................................................................................................ 30-26

    Creating an Unsatisfied Rule Message................................................................................. 30-27Modifying a Rule's Effectivity.............................................................................................. 30-27

    31 User Interface Area of the Workbench Introduction to the User Interface Area of the Workbench................................................... 31-3Creating a New User Interface................................................................................................ 31-3Editing a User Interface........................................................................................................... 31-5Modifying the User Interface Definition............................................................................... 31-6Copying, Moving, and Deleting User Interface Elements..................................................... 31-8Converting a UI Template Reference .....................................................................................31-9Creating a User Interface Page.............................................................................................. 31-10Creating User Interface Page Content...................................................................................31-11Creating a Region from a User Interface Content Template................................................ 31-12Creating a UI Template Reference........................................................................................ 31-12Modifying a UI Template Reference.................................................................................... 31-13Creating a Layout Region...................................................................................................... 31-13

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    Creating a Table.................................................................................................................... 31-14Creating an Item Selection Table..........................................................................................31-15Creating an Instance Management Table............................................................................. 31-17Creating a Connection Navigator Table............................................................................... 31-18Creating a Summary Table....................................................................................................31-19Displaying Invalid and Unsatisfied Items as Links in the Configuration Summary Page................................................................................................................................................ 31-21Creating a Cell Format...........................................................................................................31-22Creating a Styled Text Element ............................................................................................ 31-23Creating a Static Styled Text Element...................................................................................31-23Creating a Formatted Text Element...................................................................................... 31-24Creating a Text Link Element............................................................................................... 31-25Creating a Raw Text Element................................................................................................ 31-25Creating an Image Element................................................................................................... 31-26Creating an Image Button..................................................................................................... 31-27Creating a Standard Button................................................................................................... 31-27Creating a Custom Button .................................................................................................... 31-28Creating a Spacer .................................................................................................................. 31-29Creating a Separator.............................................................................................................. 31-29Creating a Check Box............................................................................................................ 31-30Creating an Enhanced Check Box......................................................................................... 31-30Creating an Instantiation Check Box.................................................................................... 31-31Creating a Radio Button........................................................................................................ 31-32Creating an Enhanced Radio Button..................................................................................... 31-32Creating a Drop-down List ................................................................................................... 31-33Creating a Text Input Element.............................................................................................. 31-34Creating a Status Indicator or Unsatisfied Status Indicator.................................................31-35Creating a Content Container............................................................................................... 31-35Creating Switcher and Case Regions.................................................................................... 31-36Creating a HideShow Region................................................................................................31-37Creating a Menu.................................................................................................................... 31-38Creating a Menu Label.......................................................................................................... 31-38Creating a Page Link............................................................................................................. 31-39Creating a Page Flow............................................................................................................. 31-40Creating a Page Reference..................................................................................................... 31-40Defining a Condition for Runtime Display and Behavior...................................................31-41Refreshing a User Interface................................................................................................... 31-42Formatting User Interface Elements..................................................................................... 31-43Sorting Options..................................................................................................................... 31-43Changing an Element's Associated Model Node................................................................. 31-45Assigning Actions to User Interface Elements..................................................................... 31-45

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    Creating a User Interface Content Template........................................................................ 31-46Creating a User Interface Content Template by Copying an Existing Template................ 31-47Creating a UI Content Template from Scratch..................................................................... 31-47User Interface Content Template Settings............................................................................31-47Common Steps for Creating a User Interface Content Template........................................ 31-49Editing a User Interface Content Template.......................................................................... 31-50Editing a User Interface Master Template............................................................................ 31-50Creating a Page Include Region............................................................................................ 31-51

    32 Model Debugger and User Interface Testing Unit Testing Using the Model Debugger............................................................................... 32-1Launching the Model Debugger from Configurator Developer............................................32-1Launching the Model Debugger from the E-Business Suite Home Page.............................. 32-2Using the Model Debugger..................................................................................................... 32-3Unit Testing Using a Generated User Interface..................................................................... 32-5Launching a Runtime User Interface from Configurator Developer.....................................32-5Launching a Runtime User Interface from the E-Business Suite Home Page....................... 32-6

    A The Runtime Oracle Configurator Overview of the Runtime Oracle Configurator....................................................................... A-1The Oracle Configurator Window............................................................................................ A-2

    Keyboard Access in the Oracle Configurator Window........................................................A-3Configuring an Item in a Runtime Oracle Configurator......................................................... A-4Configuring an Order from a Bill of Materials........................................................................ A-6Preconfiguring an Item............................................................................................................. A-7Creating Instances at Runtime..................................................................................................A-7

    Behavior of Instances........................................................................................................... A-9Preventing Global Links from Appearing at Runtime............................................................ A-9

    B Multiple Language Support Introduction to Multiple Language Support............................................................................B-1BOM Item Descriptions............................................................................................................ B-2Translatable Model Text........................................................................................................... B-2Translatable Usage Descriptions.............................................................................................. B-3User Interface Captions............................................................................................................ B-4

    Text Expressions.................................................................................................................. B-4Runtime Messages.................................................................................................................... B-5Languages Setting..................................................................................................................... B-5Unit Testing a Translated User Interface................................................................................. B-5Publishing and Multiple Language Support........................................................................... B-6

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    C Rules, Node Types, and System Properties Introduction to Rules, Node Types, and System Properties....................................................C-1Node Types and Valid System Properties when Defining Rules........................................... C-1

    Logic Rule: First Operand and Second Operand................................................................. C-8Numeric Rule: First Operand.............................................................................................. C-9Numeric Rule: Second Operand........................................................................................ C-11Comparison Rule: First Operand.......................................................................................C-12Comparison Rule: Second Operand.................................................................................. C-14

    Common Glossary for Oracle Configurator

    Index

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    Oracle Configurator Developer User's Guide, Release 12.2Part No. E48812-01

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