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1 Copyright 2018, Oracle and/or its affiliates. All rights reserved.

2 OpenWorld 2018 Tips and Tricks Session User Defined Attributes Framework Extend Your Data Capturing in R12.2 EBS Kishor Genikala Senior Principal Software Engineer Oracle India Private Limited, Support EBS MFG October 25, 2018 Copyright 2018, Oracle and/or its affiliates. All rights reserved.

3

4 Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, timing, and pricing of any features or functionality described for Oracle s products may change and remains at the sole discretion of Oracle Corporation. Copyright 2018, Oracle and/or its affiliates. All rights reserved.

5 Program Agenda Business Need Solution Overview Key Elements Setups Process Flow Data Flow Solution Limitations Common Setup Issues 5 Copyright 2018, Oracle and/or its affiliates. All rights reserved.

6 Program Agenda Business Need Solution Overview Key Elements Setups Process Flow Data Flow Solution Limitations Common Setup Issues 6 Copyright 2018, Oracle and/or its affiliates. All rights reserved.

7 ( UDAs) Business Need Need of Scalable Solution to Track Unlimited Amounts of Attribute Information Descriptive Flex Fields Limited Attributes, Non-Scalable Track Source System Information Multiple Legacy Systems Connected to a Global EBS Delivery Instructions Customer Specific Needs Configure to Orders Calibrations & Optional Tests Related Data Copyright 2018, Oracle and/or its affiliates. All rights reserved. 7

8 Program Agenda Business Need Solution Overview Key Elements Setups Process Flow Data Flow Solution Limitations Common Setup Issues 8 Copyright 2018, Oracle and/or its affiliates. All rights reserved.

9 Solution Overview PIM (Product Information Management) - Developed UDA Framework on Top of Oracle Applications Framework (OA) Enables Creation/Maintenance of User-Defined Attributes for Various Business Objects. R Expanded UDA usage to Order Management, Procurement Contracts and Oracle Sales Contracts. Capture Additional Information Through Attributes - Configurable Attributes Can Be Defined as User Enterable Alphanumeric/Numeric/Date/Time Fields/Translatable Text Single/Multiple Selection From a Pre-Defined List of Values Copyright 2018, Oracle and/or its affiliates. All rights reserved. 9

10 Solution Overview Attributes Can Be Combined Into Attribute Groups. Attribute Groups Single Row / Multi Row Attribute Groups Can Be Combined Into Pages DFF Implementation - Attributes Are Stored in the Same Base Table. UDA framework - Attributes Are stored in a Different Table, Can Exist Multiple Rows Associated to an Object Instance in the Base Table. Interface Tables and a Concurrent Programs Are Delivered to Import Data Co-Existence With the Current Descriptive Flex Fields Framework Copyright 2018, Oracle and/or its affiliates. All rights reserved. 10

11 Program Agenda Business Need Solution Overview Key Elements Setups Process Flow Data Flow Solution Limitations Common Setup Issues 11 Copyright 2018, Oracle and/or its affiliates. All rights reserved.

12 Key Elements Attribute: Basic Database Column Which Stores Additional Information. Data Types: Alphanumeric, Numeric, Date, Date Time and Translatable Text Display Styles: Text Field, Check Box, Hidden, URL & Radio Group Can Select a Value From a Pre-Defined List of Values Can Be Defined as an Optional/Required Attribute Group (AG): Group of Attributes is called Attribute Group. An Attribute Group Can Be Defined as a Single Row or Multi Rows. Classification: Objects Can Be Categorized Into Various Classifications. Item is Classified Using Item Catalog Category, Project is Classified Using Project Type etc. OM UDAs Uses Default Classification Called ADMIN_DEFINED. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 12

13 Key Elements Associations: Multiple AGs Can Be Associated to a Classification. AGs Can Be Associated With Different Project Types etc. UDA Page: An UDA Page is Created for a Particular Classification Like Project Type, Item Catalog Category etc. Multiple AGs From the Same Classification Can Be Selected to Be Displayed. Entity: An Entity Is an Object Under Which the Attributes, AGs, and UDA Pages Are Defined. Key Entities for Which UDA Pages Can Be Defined Are Item, Order Header, Order Line, Project Header, Project Line etc. Can Have Multiple UDA Pages Defined For a Single Entity. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 13

14 List of UDA Entities Module Name UDA Entity Name Bills of Material Bills of Material Bills of Material Contracts Core Contracts Core Contracts Core Contracts Core Document Managment and Collaboration Engineering Engineering isupplier Portal isupplier Portal isupplier Portal Oracle Manufacturing Operations Center Oracle Manufacturing Operations Center Oracle Manufacturing Operations Center Oracle Manufacturing Operations Center Oracle Manufacturing Operations Center Oracle Manufacturing Operations Center Order Management Order Management Structure Components Structure Components Overrides Structures Contract Clause Variables Contract Clause Variables History Contract Deliverables Contract Header Document Version Level Change Change Line Party Site Supplier Party Supplier Site Batch-Operation Equipment Item Other User Entities Work Order Order Header Order Line Copyright 2018, Oracle and/or its affiliates. All rights reserved. 14

15 List of UDA Entities Module Name UDA Entity Name Product Hub Catalog Product Hub Category Product Hub Item Product Hub Item Organization Product Hub Item Revision Product Hub Item Supplier Product Hub Item Supplier Site Product Hub Item Supplier Site Organization Projects Project Projects Task Receivables Credit Ratings Receivables Financial Numbers Receivables Financial Reports Receivables Locations Receivables Organization Profiles Receivables Party Sites Receivables Person Profiles Service Party Role Service Service Request Site Management Hierarchy Site Management Location Site Management Site Site Management Trade Area Module Name UDA Entity Name Purchasing Auction Header Purchasing Auction Header Archive Purchasing Auction Item Price Purchasing Auction Item Price Archive Purchasing Award /IDV Header Purchasing Award /IDV Line Purchasing Award Shipment Purchasing Bid Header Purchasing Bid Header Archive Purchasing Bid Item Price Purchasing Bid Item Price Archive Purchasing Offer Line Purchasing Order Distribution Purchasing Order Distribution Archive Purchasing Order Header Purchasing Order Header Archive Purchasing Order Line Purchasing Order Line Archive Purchasing Order Line Complex Pricing Delta Purchasing Order Line Complex Pricing Old Value Purchasing Order Shipment Purchasing Order Shipment Archive Purchasing Requisition Archive Purchasing Requisition Distribution Purchasing Requisition Distribution Archive Purchasing Requisition Header Purchasing Requisition Line Purchasing Requisition Line Archive Purchasing Solicitation Header Purchasing Solicitation Line Copyright 2018, Oracle and/or its affiliates. All rights reserved. 15

16 Program Agenda Business Need Solution Overview Key Elements Setups Process Flow Data Flow Solution Limitations Common Setup Issues 16 Copyright 2018, Oracle and/or its affiliates. All rights reserved.

17 Setup Steps SETUP Select the Entity Ex. Order Header Define Attribute Group for the Entity Create a Page Assign Attribute Group to the page Define Attributes for a Attribute Group Assign Attribute Group to Association Copyright 2018, Oracle and/or its affiliates. All rights reserved. 17

18 Setup Steps : Step1 - Add required Functions & Menus Add Sub-Menu Order Management Extension HTML tab Under Order Management Extension Home Page Menu. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 18

19 Setup Steps : Step1 - Add required Functions & Menus Add Sub-Menu Order Management Extension Home Page Under ONT_SETUP Menu Without Prompt. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 19

20 Setup Steps : Step1 - Add required Functions & Menus Add a New Function Order Management Extension Setup Under ONT_SETUP_ORDERS Menu With Prompt User Defined Attributes. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 20

21 Setup Steps : Step2 - Define UDA Attributes, AGs & Pages Access OM UDA Setup Page from Order Management -> Setup -> Orders -> User Defined Attributes. Select the Entity, For Ex: Order Header Or Order Line -> Click Go. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 21

22 Setup Steps : Step2 - Define UDA Attributes, AGs & Pages In the Admin Page Under Attribute Group Tab, Click on Create to Create a New Attribute Group. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 22

23 Setup Steps : Step2 - Define UDA Attributes, AGs & Pages Populate the Mandatory Fields -> Internal Name, Display Name, Select the Behavior Single Row/ Multi Row, Rows and Columns. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 23

24 Setup Steps : Step2 - Define UDA Attributes, AGs & Pages Select View/Edit Privileges as Needed (Optional). Select Pre/Post Attribute Change Event (Optional) Copyright 2018, Oracle and/or its affiliates. All rights reserved. 24

25 Setup Steps : Step2 - Define UDA Attributes, AGs & Pages In the Create Attribute Page, Populate the Mandatory Fields Like Internal Name, Display Name, Sequence and Column. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 25

26 Setup Steps : Step2 - Define UDA Attributes, AGs & Pages Copyright 2018, Oracle and/or its affiliates. All rights reserved. 26

27 Setup Steps : Step2 - Define UDA Attributes, AGs & Pages Once the Attribute Groups Are Created, Click on Association > Add Attribute Groups > select Attribute Group > Click on Apply. For OM UDAs, AG by Default Assigned to ADMIN_DEFINED Classification. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 27

28 Setup Steps : Step2 - Define UDA Attributes, AGs & Pages Select the Page Sub-Tab and Create a New Page. Select Attribute Group and Associate to the Page. Users Can Associate More Than One AG to the Page. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 28

29 Setup Steps : Step2 - Define UDA Attributes, AGs & Pages Copyright 2018, Oracle and/or its affiliates. All rights reserved. 29

30 Setup Steps : Step3 - Add concurrent program (Optional) Add Concurrent Program Import User Defined Attributes to Request Group of the Responsibility. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 30

31 Program Agenda Business Need Solution Overview Key Elements Setups Process Flow Data Flow Solution Limitations Common Setup Issues 31 Copyright 2018, Oracle and/or its affiliates. All rights reserved.

32 Process Flow ( Entering/Updating UDA values): Method1 Forms Invoke OM UDA pages through Order Management -> Sales Orders -> Query for the Order/Line -> Actions -> User Defined Attributes Copyright 2018, Oracle and/or its affiliates. All rights reserved. 32

33 Process Flow ( Entering/Updating UDA values): Method1 Forms A New Page is Launched Where the User Can Enter/Update Attribute Values Copyright 2018, Oracle and/or its affiliates. All rights reserved. 33

34 Process Flow ( Entering/Updating UDA values): Method1 Forms Copyright 2018, Oracle and/or its affiliates. All rights reserved. 34

35 Process Flow ( Entering/Updating UDA values): Method2 Concurrent Program Interface Tables: OE_HEADERS_EXT_IFACE_ALL, OE_LINES_EXT_IFACE_ALL Sales Order Header/Lines - Imported Using Order Import/HVOP Programs Run the Import User Defined Attributes Concurrent Program to Import the User Defined Attributes From the Extension Tables Attribute Values Can Be Linked to Orders by Using Common Values Such as Orig_Sys_Document_Ref, Orig_Sys_Line_Ref, etc. If the Orders Have Already Been Created/Imported, Attribute Values Can Be Linked to Orders by Using the Header_Id and/or Line_Id Copyright 2018, Oracle and/or its affiliates. All rights reserved. 35

36 Process Flow ( Entering/Updating UDA values): Method2 Concurrent Program Example Single Row UDA Setup Entity Order Header Page Source System Information Page Attribute Group Source System Information AG Attributes - Internal Name Display Name Sequence Data Type Column Sys_name System Name 1 Char C_EXT_ATTR1 Ref_Num Reference No. 2 Number N_EXT_ATTR1 Doc_Name Document Name 3 Char C_EXT_ATTR2 Country Country 4 Char C_EXT_ATTR3 Quotation_Date Quotation Date 5 Standard Date D_EXT_ATTR1 Copyright 2018, Oracle and/or its affiliates. All rights reserved. 36

37 Process Flow ( Entering/Updating UDA values): Method2 Concurrent Program Example Multi Row UDA Setup Entity Order Line Page Delivery Instructions Page Attribute Group Delivery Instructions AG Attributes - Internal Name Display Name Data Type Column Arrival_Day Arrival Day Char C_EXT_ATTR1 Contact_Name Contact Name Char C_EXT_ATTR2 Contact_No Contact No Number N_EXT_ATTR1 Gate_num Gate No. Number N_EXT_ATTR2 Copyright 2018, Oracle and/or its affiliates. All rights reserved. 37

38 Process Flow ( Entering/Updating UDA values): Method2 Concurrent Program Example Single Row UDA Data Attribute System Name Reference No. Document Name Country Quotation Date Values Symphony 1001 SO1100 Mexico 15-Nov-2017 INSERT INTO OE_HEADERS_EXT_IFACE_ALL ( DATA_SET_ID, ROW_IDENTIFIER, ATTR_GROUP_INT_NAME, ATTR_INT_NAME, ATTR_VALUE_STR, TRANSACTION_TYPE, ATTR_GROUP_ID, ATTR_GROUP_TYPE, DATA_LEVEL_NAME, HEADER_ID, PROCESS_STATUS ) VALUES ( 10019, -- DATA_SET_ID from sequence EGO_IUA_DATA_SET_ID_S 1, -- ROW_IDENTIFIER 'Src_Sys_info', -- ATTR_GROUP_INT_NAME 'Sys_name', -- ATTR_INT_NAME 'Symphony', -- ATTR_VALUE_STR 'SYNC', -- TRANSACTION_TYPE 2312, -- ATTR_GROUP_ID from ego_fnd_dsc_flx_ctx_ext 'OE_HEADER_ATTRIBUTES_EXT', -- ATTR_GROUP_TYPE 'ORDER_HEADER', -- DATA_LEVEL_NAME , -- OE_ORDER_HEADERS_ALL.HEADER_ID 1 -- PROCESS_STATUS ); Copyright 2018, Oracle and/or its affiliates. All rights reserved. 38

39 Process Flow ( Entering/Updating UDA values): Method2 Concurrent Program Example Multi Row UDA Data Attribute Arrival Day Contact Name Contact No Gate No. Row1 Values Monday - Saturday David Jones Row2 Values Sunday James Longer INSERT INTO OE_LINES_EXT_IFACE_ALL ( LINE_ID,PROCESS_STATUS,DATA_SET_ID,ROW_IDENTIFIER,ATTR_GROUP_INT_NAME,ATTR_INT_NAME,ATTR_VALUE_STR,TRANSACTION_TYPE,ATTR_GROUP_ID,ATTR_GROUP_TYPE,DATA_LEVEL_NAME ) VALUES ( , -- OE_ORDER_LINES_ALL.LINE_ID 1, -- PROCESS_STATUS 10021, -- DATA_SET_ID 1, -- ROW_IDENTIFIER 'Delivery_instrc', -- ATTR_GROUP_INT_NAME 'Arrival_Day', -- ATTR_INT_NAME 'Monday - Saturday', -- ATTR_VALUE_STR 'SYNC', -- TRANSACTION_TYPE 2313, -- ATTR_GROUP_ID 'OE_LINE_ATTRIBUTES_EXT', -- ATTR_GROUP_TYPE 'ORDER_LINE' -- DATA_LEVEL_NAME ); INSERT INTO OE_LINES_EXT_IFACE_ALL ( LINE_ID,PROCESS_STATUS,DATA_SET_ID,ROW_IDENTIFIER,ATTR_GROUP_INT_NAME,ATTR_INT_NAME,ATTR_VALUE_STR,TRANSACTION_TYPE,ATTR_GROUP_ID,ATTR_GROUP_TYPE,DATA_LEVEL_NAME ) VALUES ( , 1, 10021, 2, 'Delivery_instrc', 'Arrival_Day', 'Sunday', 'SYNC', 2313, 'OE_LINE_ATTRIBUTES_EXT', 'ORDER_LINE' ); Copyright 2018, Oracle and/or its affiliates. All rights reserved. 39

40 Process Flow ( Entering/Updating UDA values): Method2 Concurrent Program Refer MOS Doc ID How To Load User Defined Attributes For Sales Order Header and Sales Order Line Using OE_HEADERS_EXT_IFACE_ALL And OE_LINES_EXT_IFACE_ALL Interface Tables? Copyright 2018, Oracle and/or its affiliates. All rights reserved. 40

41 Process Flow ( Entering/Updating UDA values): Method3 Public API UDAs data can also be created/updated using public API. Refer MOS Doc ID : How to Create or Update User Defined Attributes for Sales Orders at Header or Line Level using EGO_USER_ATTRS_DATA_PUB.Process_User_Attrs_Data? Copyright 2018, Oracle and/or its affiliates. All rights reserved. 41

42 Program Agenda Business Need Solution Overview Key Elements Setups Process Flow Data Flow Solution Limitations Common Setup Issues 42 Copyright 2018, Oracle and/or its affiliates. All rights reserved.

43 Data Flow New Tables Table Name OE_ORDER_HEADERS_ALL_EXT_B OE_ORDER_LINES_ALL_EXT_B OE_HEADERS_EXT_IFACE_ALL OE_LINES_EXT_IFACE_ALL OE_ORDER_HEADERS_ALL_EXT_TL OE_ORDER_LINES_ALL_EXT_TL Purpose Stores Attribute Values for Order Header Stores Attribute Values for Order Line Interface Table to Import Order Header User Defined Attribute Interface Table to Import Order Line User Defined Attribute Stores Headers Data Related to Installed Languages Stores Lines Data Related to Installed languages Copyright 2018, Oracle and/or its affiliates. All rights reserved. 43

44 Data Flow Key Columns in IFACE Tables Column Name TRANSACTION_ID DATA_SET_ID ROW_IDENTIFIER ATTR_GROUP_TYPE ATTR_GROUP_INT_NAME Description Unique id for Each Record An identifier for the Collection of Rows to be Processed Together. Usually it s an Unique Value per Concurrent Request An Identifier for the Collection of Rows That Makeup One Logical Attribute Group Row. Usually it s an Unique Value per Attribute Group. OE_HEADER_ATTRIBUTES_EXT /OE_LINE_ATTRIBUTES_EXT Attribute Group Internal Name Copyright 2018, Oracle and/or its affiliates. All rights reserved. 44

45 Data Flow Key Columns in IFACE Tables Column Name ATTR_GROUP_ID ATTR_INT_NAME ATTR_VALUE_STR ATTR_VALUE_NUM ATTR_VALUE_DATE Description Fetch From ego_fnd_dsc_flx_ctx_ext. SELECT * FROM ego_fnd_dsc_flx_ctx_ext WHERE DESCRIPTIVE_FLEXFIELD_NAME IN('OE_HEADER_ATTRIBUTES_EXT','OE_LI NE_ATTRIBUTES_EXT'); Attribute Internal Name The Attribute Value, if its Data Type is Char The Attribute Value, if its Data Type is Number The Attribute Value, if its Data Type is Date Copyright 2018, Oracle and/or its affiliates. All rights reserved. 45

46 Data Flow Key Columns in IFACE Tables Column Name DATA_LEVEL_ID DATA_LEVEL_NAME Description Fetch from ego_data_level_b. SELECT * FROM ego_data_level_b WHERE APPLICATION_ID=660 ; ORDER_HEADER/ORDER_LINE PROCESS_STATUS 1 /2/ 3/ 4 1 To Be Process 2 In Process 3 Rejected Record 4 Success ENTITY Classification Code ADMIN_DEFINED Copyright 2018, Oracle and/or its affiliates. All rights reserved. 46

47 Data Flow Key Columns in IFACE Tables Column Name TRANSACTION_TYPE ORDER_SOURCE_ID Description CREATE/UPDATE/SYNC and DELETE Incase of Deleting Multi Row UDA Values Order Source Id of the Order ORIG_SYS_DOCUMENT_REF Orig Sys Document Ref of the Order ORIG_SYS_LINE_REF Orig Sys Line Ref of the Order Line Copyright 2018, Oracle and/or its affiliates. All rights reserved. 47

48 Data Flow Key Columns in IFACE Tables Column Name ORIG_SYS_SHIPMENT_REF SOLD_TO_ORG_ID HEADER_ID LINE_ID ORG_ID Description Orig Sys Shipment Ref of the Order Line Sold To Org Id of the Order Header Id of the Order Line Id of the Order Line Org Id of the Order Copyright 2018, Oracle and/or its affiliates. All rights reserved. 48

49 Program Agenda Business Need Solution Overview Key Elements Setups Process Flow Data Flow Solution Limitations Common Setup Issues 49 Copyright 2018, Oracle and/or its affiliates. All rights reserved.

50 Solution Limitations Below Mentioned Features are Currently Not Supported. Order Organizer Search for UDA Mass Change of UDA Attributes Cascading of UDA Attributes From Parent to Child Required Attribute Validation During Order Booking Link to Access UDA Attributes from OIP Page Copyright 2018, Oracle and/or its affiliates. All rights reserved. 50

51 Program Agenda Business Need Solution Overview Key Elements Setups Process Flow Data Flow Solution Limitations Common Setup Issues 51 Copyright 2018, Oracle and/or its affiliates. All rights reserved.

52 Common Setup Issues Issue #1: When Accessing User Defined Attributes From Setup Orders User Defined Attributes, Getting Error As: The Order Management Extension Setup function is Not Available Under the Order Management Super User, Vision Operations(USA) Responsibility. Probable Cause: Menu/Function is Missing Resolution: Check the Function Order Management Extension Setup is Added Under ONT_SETUP_ORDERS Menu or Not Recompile Menu ONT_SETUP_ORDERS. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 52

53 Common Setup Issues Issue #2: When Accessing UDAs From Setup Orders User Defined Attributes, Association and Page Tabs Are Missing. Probable Cause: Menu/Function is Missing Resolution: Check the Menu Order Management Extension HTML tab is Added Under Order Management Extension Home Page Menu or Not. Recompile Both the Menus Order Management Extension HTML tab, Order Management Extension Home Page. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 53

54 Common Setup Issues Issue #3: 1. Inserted 3 records in IFACE table. These 3 records are Having Different Attribute Groups. 2. Submit Request Import User Defined Attributes. 3. Verify IFACE data. None of the Records Are Imported. Probable Cause: One of the Rows in IFACE Table is Having Wrong Data and the Remaining 2 Rows are Having Valid Data. But None of the Records are Imported. This is Because All Rows are Having Same Row Identifier. Resolution: Each Attribute Group Should Have a Unique ROW_IDENTIDIER. Use Different Data Set Id for Each Request. Copyright 2018, Oracle and/or its affiliates. All rights reserved. 54

55 Key Document References MOS Doc ID User Defined Attributes Framework Extend Your Data Capturing in R12.2 EBS MOS Doc ID How To Load User Defined Attributes For Sales Order Header and Sales Order Line Using OE_HEADERS_EXT_IFACE_ALL And OE_LINES_EXT_IFACE_ALL Interface Tables? Contacts Kishor Genikala kishor.genikala@oracle.com Copyright 2018, Oracle and/or its affiliates. All rights reserved. 55

56 Thank You! Q&A Copyright 2018, Oracle and/or its affiliates. All rights reserved. 56

57 Oracle Support Stars Bar Ask the Experts your toughest product questions. View My Oracle Support and Product Demonstrations. Learn what s new and more! oracle.com/goto/starsbar Copyright 2018, Oracle and/or its affiliates. All rights reserved.

58 Moscone West, Level 3 Monday, Oct. 22: 10:00 a.m. 5:30 p.m. Tuesday, Oct. 23: 10:00 a.m. 6:30 p.m. Wednesday, Oct. 24: 10:00 a.m. 5:00 p.m. Thursday, Oct. 25: 10:00 a.m. 2:45 p.m. Random prize drawings daily! Selfie drone Duffle bag Earbuds Noise Canceling Headphones oracle.com/goto/starsbar Copyright 2018, Oracle and/or its affiliates. All rights reserved.

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