11i/2.6 Implement Oracle Workflow Student Guide

Transcription

1 11i/2.6 Implement Oracle Workflow Student Guide D13939GC30 Edition 3.0 December 2004 D40134

2 This documentation contains proprietary information of Oracle Corporation. It is provided under a license agreement containing restrictions on use and disclosure and is also protected by copyright law. Reverse engineering of the software is prohibited. If this documentation is delivered to a U.S. Government Agency of the Department of Defense, then it is delivered with Restricted Rights and the following legend is applicable: Restricted Rights Legend Use, duplication or disclosure by the Government is subject to restrictions for commercial computer software and shall be deemed to be Restricted Rights software under Federal law, as set forth in subparagraph (c)(1)(ii) of DFARS , Rights in Technical Data and Computer Software (October 1988). This material or any portion of it may not be copied in any form or by any means without the express prior written permission of the Education Products group of Oracle Corporation. Any other copying is a violation of copyright law and may result in civil and/or criminal penalties. If this documentation is delivered to a U.S. Government Agency not within the Department of Defense, then it is delivered with Restricted Rights, as defined in FAR , Rights in Data-General, including Alternate III (June 1987). The information in this document is subject to change without notice. If you find any problems in the documentation, please report them in writing to Worldwide Education Services, Oracle Corporation, 500 Oracle Parkway, Box SB-6, Redwood Shores, CA Oracle Corporation does not warrant that this document is error-free. Oracle and all references to Oracle Products are trademarks or registered trademarks of Oracle Corporation. All other products or company names are used for identification purposes only, and may be trademarks of their respective owners. Author Clara Jaeckel Technical Contributors and Reviewers Mark Craig, Leta Davis, Vasudeva Murthy, Rajesh Raheja, Varadarajan Rajaram, Bill Sawyer, Vincent Thevenet, Robert Wunderlich This book was published using: oracletutor

3 Table of Contents Introduction to Oracle Workflow Introduction to Oracle Workflow Objectives Enabling E-Business Inter-Enterprise Business Processes Traditional Workflow Workflow-Driven Business Processes Sample Workflow Process Event-Based Workflow Subscription-Based Processing System Integration with Oracle Workflow Business Process-Based Integration Supported System Integration Types Designing Applications for Change Designing Applications for Integration Oracle Workflow Availability Summary Oracle Workflow Components Oracle Workflow Components Objectives Oracle Workflow Architecture Oracle Workflow Components Workflow Engine Workflow Processes Supported Process Constructs Oracle Workflow Builder Business Event System Architecture Business Event System Components Guided Demonstration - Business Event System Web Pages OracleAS Communication Alternatives Advanced Queuing, an Enabling Technology Oracle Database Communication Alternatives Accessing Oracle Workflow Web Pages Oracle Workflow Home Pages Notification System Worklist Web Pages Notifications Directory Services Workflow Monitor Web Pages Workflow Definitions Loader Workflow XML Loader Workflow Manager Service Components Guided Demonstration - Loading and Running a Workflow Process Oracle Workflow Documentation Review Questions Summary Planning a Workflow Process Planning a Workflow Process Objectives Workflow Process Components i

4 Oracle Workflow Builder Standard Activities Planning a Workflow Process Activity Results and Lookup Types Practice - Planning a Workflow Process Solution - Planning a Workflow Process Summary Diagramming a Workflow Process Diagramming a Workflow Process Objectives Creating a New Workflow Process Creating a New Process from Top Down Creating a New Process from Bottom Up Diagramming a Process Quick Start Wizard Defining an Item Type Defining a Process Activity Diagramming a Process Top-Down Design Diagramming a Process <Default> Transition <Any> Transition Editing a Transition Self-Looping Transitions Customizing an Activity Node Show Label in Designer Menu Options Display Modes Verifying a Process Definition Validation Performed by the Verify Command Saving Process Definitions Reviewing Process Definitions in Standalone Oracle Workflow Practice - Creating a Workflow Process Solution - Creating a Workflow Process Summary Defining Item Type Attributes and Lookup Types Defining Item Type Attributes and Lookup Types Objectives Defining Item Type Attributes Attribute Data Types Defining Item Type Attributes URL Attributes Form Attributes Document Attributes Deleting Item Attributes Defining Lookup Types Defining Lookup Codes Practice - Defining Item Type Attributes Solution - Defining Item Type Attributes Summary Defining Messages and Notification Activities Defining Messages and Notification Activities Objectives Notification Activities Defining a Message Defining a Message Attribute ii

5 Defining a Respond Attribute Notification Details Web Page HTML Notifications Plain Text Notifications Using Templated Response Plain Text Notifications Using Direct Response Practice - Defining Messages Solution - Defining Messages Defining a Notification Activity Standard Voting Activity Defining a Notification Activity Node Defining a Timeout for a Notification Defining a Dynamic Priority for a Notification Defining a Performer for a Notification Embedding Oracle Applications Framework Regions in Notifications Special Message Function Action History Special Message Attributes Practice - Defining Notification Activities Solution - Defining Notification Activities Summary Testing and Monitoring Workflow Processes Testing and Monitoring Workflow Processes Objectives Testing Workflow Processes Testing Processes in Oracle E-Business Suite Testing Processes in Standalone Oracle Workflow Administrator Monitor in Oracle E-Business Suite Viewing Workflows in the Administrator Monitor Viewing Activity History in the Administrator Monitor Viewing a Status Diagram in the Administrator Monitor Viewing Participant Responses in the Administrator Monitor Viewing Workflow Details in the Administrator Monitor Viewing Error Information in the Administrator Monitor Viewing Child Workflows in the Administrator Monitor Self-Service Monitor in Oracle E-Business Suite Viewing Workflows in the Self-Service Monitor Viewing Notification History in the Self-Service Monitor Viewing a Status Diagram in the Self-Service Monitor Viewing Participant Responses in the Self-Service Monitor Viewing Error Information in the Self-Service Monitor Workflow Monitor in Standalone Oracle Workflow Accessing Processes in the Workflow Monitor Reviewing the Process List Reviewing the Notifications List Filtering Activities in the Activities List Workflow Monitor Process Diagram Workflow Monitor Detail Tabs Workflow Monitor Administration Buttons Summary Viewing and Responding to Notifications Viewing and Responding to Notifications Objectives Viewing Notifications from a Web Browser Worklist Pages in Oracle E-Business Suite Advanced Worklist in Oracle E-Business Suite Notification Details in Oracle E-Business Suite iii

6 Reassigning Notifications in Oracle E-Business Suite Requesting More Information in Oracle E-Business Suite Certificate-Based Digital Signatures in Oracle E-Business Suite Granting Worklist Access in Oracle E-Business Suite Administrator Search for Notifications in Oracle E-Business Suite Personal Worklist in Oracle E-Business Suite Simple Search for Notifications in Oracle E-Business Suite Advanced Search for Notifications in Oracle E-Business Suite Creating a Personal Worklist View in Oracle E-Business Suite Notifications Worklist in Standalone Oracle Workflow Finding Notifications in Standalone Oracle Workflow Notification Details in Standalone Oracle Workflow Reassigning Notifications in Standalone Oracle Workflow Practice - Running a Workflow Process Solution - Running a Workflow Process Viewing Notifications through Response Methods HTML-Formatted Notifications Plain Text Notifications Using Templated Response Plain Text Notifications Using Direct Response Viewing an Summary of Notifications Automatic Notification Processing Maintaining Vacation Rules in Oracle E-Business Suite Defining Vacation Rules in Oracle E-Business Suite Maintaining Notification Rules in Standalone Oracle Workflow Defining Notification Rules in Standalone Oracle Workflow Practice - Modifying a Workflow Process Solution - Modifying a Workflow Process Summary Oracle Workflow Directory Service Oracle Workflow Directory Service Objectives Oracle Workflow Directory Service Predefined Directory Services Directory Service Views WF_USERS View WF_ROLES View WF_USER_ROLES View WF_USER_ROLE_ASSIGNMENTS_V View Local Directory Service Tables Local Directory Service Tables in Oracle E-Business Suite Local Directory Service Tables in Standalone Oracle Workflow Ad Hoc Users and Roles Validating a Directory Service Data Model Setting Workflow Preferences Loading Roles Summary Defining Function Activities Defining Function Activities Objectives Function Activities Defining a Function Activity Practice - Defining a Function Activity Solution - Defining a Function Activity External Function Activities External Java Function Activities iv

7 Assigning a Cost to a Function Activity Practice - Branching on a Function Activity Result Solution - Branching on a Function Activity Result Defining Activity Details Looping Error Handling Defining an Activity Attribute Setting Activity Attribute Values Practice - Using the Standard Assign Activity Solution - Using the Standard Assign Activity Summary Business Events Business Events Objectives Business Events Event Properties Generate Functions License Status for Events Defining an Event in Oracle E-Business Suite Defining an Event in Standalone Oracle Workflow Event Groups Defining an Event Group in Oracle E-Business Suite Defining an Event Group in Standalone Oracle Workflow Maintaining Events in Oracle E-Business Suite Maintaining Events in Standalone Oracle Workflow Practice - Defining an Event Solution - Defining an Event Raising Events Event Message Structure Raising an Event Manually in Oracle E-Business Suite Raising an Event Manually in Standalone Oracle Workflow Practice - Raising an Event Solution - Raising an Event Predefined Events Summary Event Subscriptions Event Subscriptions Objectives Event Subscriptions Event Manager Subscription Processing Local Event Subscription Processing External Event Subscription Processing Subscription Properties Subscription Actions Subscription Actions: Sending an Event to a Workflow Process Subscription Actions: Sending an Event to an Agent Subscription Actions: Sending a Notification Subscription Actions: Sending and Receiving Oracle XML Gateway Messages Subscription Actions: Running a Custom Rule Function Subscription Properties License Status for Subscriptions Deferred Subscription Processing PL/SQL and Java Subscription Processing Defining a Subscription in Oracle E-Business Suite Defining a Subscription in Standalone Oracle Workflow Maintaining Subscriptions in Oracle E-Business Suite v

8 Maintaining Subscriptions in Standalone Oracle Workflow Predefined Subscriptions Practice - Defining a Subscription Solution - Defining a Subscription Summary Systems and Agents Systems and Agents Objectives Systems System Properties Local System External Systems Defining a System in Oracle E-Business Suite Defining a System in Standalone Oracle Workflow Maintaining Systems in Oracle E-Business Suite Maintaining Systems in Standalone Oracle Workflow Agents Standard Agents Agent Properties Custom Queue Handlers Agents on External Systems Defining an Agent in Oracle E-Business Suite Defining an Agent in Standalone Oracle Workflow Agent Groups Defining an Agent Group in Oracle E-Business Suite Maintaining Agents in Oracle E-Business Suite Maintaining Agents in Standalone Oracle Workflow External System Registration Retrieving System Identifier Information Retrieving System Identifier Information in Oracle E-Business Suite Retrieving System Identifier Information in Standalone Oracle Workflow Registering Systems Registering Systems in Oracle E-Business Suite Registering Systems in Standalone Oracle Workflow Practice - Sending an Event to an Agent Solution - Sending an Event to an Agent Review Questions Summary Defining Event Activities Defining Event Activities Objectives Event Activities Event-Based Workflow Processes Event Activity Actions Receive Event Activities Receive Event Activities Event Filter Receive Event Activities Sending an Event to One Process Receive Event Activities Sending an Event to Multiple Processes Receive Event Activities Receiving an Event Raise Event Activities Send Event Activities Defining an Event Activity Event Details Defining Event Details: Receive Defining Event Details: Raise Defining Event Details: Send vi

9 Example: Order Processing Standard Activities Practice - Defining Event Activities Solution - Defining Event Activities Summary Workflow Engine Workflow Engine Objectives Overview of the Workflow Engine Initiating a Workflow Process Workflow Engine Processing Activity Statuses Calling the Workflow Engine Oracle Workflow APIs Background Engines Stuck Processes Timed Out Activities Practice - Implementing Timeout Processing Solution - Implementing Timeout Processing Deferred Processing Practice - Implementing Deferred Processing Solution - Implementing Deferred Processing Summary Workflow Process APIs Workflow Process APIs Objectives PL/SQL Procedures for Function Activities Standard API for PL/SQL Procedures Called by Function Activities Standard API Parameters Function Activity Execution Modes Standard API Resultout Parameter Practice - Defining PL/SQL Procedures for Function Activities Solution - Defining PL/SQL Procedures for Function Activities PL/SQL Procedures for Notification Activities Standard API for PL/SQL Procedures Called by Notification Activities Post-Notification Function Execution Modes Standard API Resultout Parameter for a Post-Notification Function Post-Notification Function Context Information Practice - Defining a Post-Notification Function Solution - Defining a Post-Notification Function Exception Handling Exception Handling Example Java Procedures for External Java Function Activities Workflow Engine APIs Summary Business Event System APIs Business Event System APIs Objectives Business Event System Datatypes Event Message Structure Agent Structure Parameter List Structure Parameter Structure Raising Events Programmatically Event Data Generate Functions vii

10 Standard API for PL/SQL Event Data Generate Functions Standard API for Java Event Data Generate Functions Queue Handlers Standard APIs for PL/SQL Queue Handlers Standard APIs for Java Queue Handlers Subscription Rule Functions Standard API for PL/SQL Subscription Rule Functions Standard API for Java Subscription Rule Functions Predefined Subscription Rule Functions Event APIs Event Function APIs Adding a Correlation ID to an Event Message Business Event System Cleanup API Summary Error Handling Error Handling Objectives Error Handling for Subscription Processing Standard Error Agents Error Handling Subscriptions Unexpected Events Default Event Error Process Event Warnings External Event Errors Local Event Errors Error Handling for Workflow Processes Default Error Process Retry-only Process Guided Demonstration - Error Handling Summary PL/SQL Documents PL/SQL Documents Objectives PL/SQL Documents Integrating PL/SQL Documents into Workflow Processes Including PL/SQL Documents in Messages Standard API for a PL/SQL Document Standard API for a PL/SQL CLOB Document Standard API for a PL/SQL BLOB Document Practice - Using a PL/SQL Document Attribute Solution - Using a PL/SQL Document Attribute Summary Forced Synchronous Processing Forced Synchronous Processing Objectives Forced Synchronous Processes Process Definition Restrictions Summary Selector/Callback Functions Selector/Callback Functions Objectives Item Type Selector/Callback Functions Defining a Selector/Callback Function for an Item Type Standard API for a Selector/Callback Function Calling a Selector/Callback Function viii

11 Practice - Defining a Selector Function Solution - Defining a Selector Function Summary Master/Detail Coordination Activities Master/Detail Coordination Activities Objectives Master/Detail Coordination Activities Master Process Example Detail Process Example Continue Flow Processing Summary Customizing Workflow Processes Customizing Workflow Processes Objectives Customizing Workflow Processes Access Protection Access Levels Setting the Access Level Setting Protection and Customization Levels Example of Access Protection Unsupported Customizations Workflow Definitions Loader Preserving Customizations Summary Workflow Loaders Workflow Loaders Objectives Workflow Definitions Loader Transferring Workflow Definitions in Oracle E-Business Suite Transferring Workflow Definitions in Standalone Oracle Workflow Workflow XML Loader Summary Setting Up Oracle Workflow Setting Up Oracle Workflow Objectives Required Setup Steps Step 1 Setting Global Workflow Preferences Step 2 Setting Up an Oracle Workflow Directory Service Step 3 Setting the WF_RESOURCES Environment Variable Step 4 Running Background Engines Step 5 Configuring the Business Event System Step 5 Event Message Communication Step 5 Setting Up Database Links and Queues Step 5 Checking Database Parameters Step 5 Scheduling Agent Listeners Step 5 Scheduling Propagation Guided Demonstration - Scheduling Agent Listeners and Propagation Step 5 Synchronizing License Statuses in Oracle E-Business Suite Step 5 Cleaning Up the WF_CONTROL Queue Optional Setup Steps Optional Step 1 Partitioning Workflow Tables Optional Step 2 Synchronizing with Oracle Internet Directory Optional Step 3 Setting Up Additional Languages Optional Step 4 Implementing Notification Mailers Optional Step 5 Customizing Message Templates ix

12 Optional Step 6 Adding Worklist Functions to User Responsibilities Optional Step 7 Setting the Notification Reassign Mode Optional Step 8 Setting Up Vacation Rule Options Optional Step 9 Setting Up for Electronic Signatures Optional Step 10 Customizing the Workflow Web Page Logo Optional Step 11 Adding Custom Icons Optional Step 12 Starting the Java Function Activity Agent Version Compatibility Review Questions Summary Managing Service Components Managing Service Components Objectives Oracle Workflow Manager Service Components Service Component Containers Service Component Types Accessing Service Components in Oracle Workflow Manager Managing Service Components Service Component Container Logs Service Component Startup Modes Agent Listeners Agent Listener Configuration Wizards Notification Mailers Notification Mailers Outbound Processing Notification Mailers Inbound Processing Notification Mailer Setup Notification Mailer Parameters Notification Mailer Configuration Wizard Notification Mailer Throughput Guided Demonstration - Service Components Summary Managing System Status and Throughput Managing System Status and Throughput Objectives Workflow System Status Workflow Status in Oracle Applications Manager Oracle Workflow Administration Work Items Oracle Workflow Administration Purging Workflow Data Purging in Oracle E-Business Suite Purging in Standalone Oracle Workflow Completed Work Items Workflow Purge APIs Oracle Workflow Administration Background Engines Running Background Engines in Oracle E-Business Suite Running Background Engines in Standalone Oracle Workflow Oracle Workflow Administration Control Queue Cleanup Running Control Queue Cleanup in Oracle E-Business Suite Running Control Queue Cleanup in Standalone Oracle Workflow Oracle Workflow Administration Queue Propagation Oracle Workflow Administration x

13 Agent Activity Searching Messages on an Agent Guided Demonstration - System Status and Throughput Summary Sample Solutions Sample Solutions Overview Vacation Proposal Process Sketch wfvacxx.html wfvacxxc.sql wfvacxxs.sql wfvacxxb.sql wfvacxxd.sql wfslctxx.sql xi

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15 Preface Profile Before You Begin This Course Before you begin this course, you should have the following qualifications: Thorough knowledge of Oracle Database and Oracle Application Server technology If you plan to use Oracle Workflow with Oracle E-Business Suite, thorough knowledge of Oracle E-Business Suite Working experience with XML Prerequisites Introduction to Oracle9i: SQL Oracle9i: Program with PL/SQL How This Course Is Organized 11i/2.6 Implement Oracle Workflow is an instructor-led course featuring lecture and hands-on exercises. Online demonstrations and written practice sessions reinforce the concepts and skills introduced. xiii

16 Related Publications Oracle Publications Title Oracle Workflow Administrator's Guide, Release Oracle Workflow Developer's Guide, Release Oracle Workflow User's Guide, Release Oracle Workflow API Reference, Release Part Number B12160 B12161 B12162 B12163 Additional Publications System release bulletins Installation and user s guides Read-me files International Oracle User s Group (IOUG) articles Oracle Magazine xiv

17 Typographic Conventions Typographic Conventions in Text Convention Element Example Bold italic Glossary term (if The algorithm inserts the new key. there is a glossary) Caps and lowercase Courier new, case sensitive (default is lowercase) Initial cap Italic Quotation marks Uppercase Buttons, check boxes, triggers, windows Code output, directory names, filenames, passwords, pathnames, URLs, user input, usernames Graphics labels (unless the term is a proper noun) Emphasized words and phrases, titles of books and courses, variables Interface elements with long names that have only initial caps; lesson and chapter titles in crossreferences SQL column names, commands, functions, schemas, table names Click the Executable button. Select the Can t Delete Card check box. Assign a When-Validate-Item trigger to the ORD block. Open the Master Schedule window. Code output: debug.set ( I, 300); Directory: bin (DOS), $FMHOME (UNIX) Filename: Locate the init.ora file. Password: User tiger as your password. Pathname: Open c:\my_docs\projects URL: Go to User input: Enter 300 Username: Log on as scott Customer address (but Oracle Payables) Do not save changes to the database. For further information, see Oracle7 Server SQL Language Reference Manual. Enter user_id@us.oracle.com, where user_id is the name of the user. Select Include a reusable module component and click Finish. This subject is covered in Unit II, Lesson 3, Working with Objects. Use the SELECT command to view information stored in the LAST_NAME column of the EMP table. Arrow Menu paths Select File > Save. Brackets Key names Press [Enter]. Commas Key sequences Press and release keys one at a time: [Alternate], [F], [D] Plus signs Key combinations Press and hold these keys simultaneously: [Ctrl]+[Alt]+[Del] xv

18 Typographic Conventions in Code Convention Element Example Caps and Oracle Forms When-Validate-Item lowercase triggers Lowercase Column names, table names SELECT last_name FROM s_emp; Passwords PL/SQL objects DROP USER scott IDENTIFIED BY tiger; OG_ACTIVATE_LAYER (OG_GET_LAYER ( prod_pie_layer )) Lowercase italic Uppercase Syntax variables SQL commands and functions CREATE ROLE role SELECT userid FROM emp; Typographic Conventions in Oracle Application Navigation Paths This course uses simplified navigation paths, such as the following example, to direct you through Oracle Applications. (N) Invoice > Entry > Invoice Batches Summary (M) Query > Find (B) Approve This simplified path translates to the following: 1. (N) From the Navigator window, select Invoice then Entry then Invoice Batches Summary. 2. (M) From the menu, select Query then Find. 3. (B) Click the Approve button. Notations: (N) = Navigator (M) = Menu (T) = Tab (B) = Button (I) = Icon (H) = Hyperlink (ST) = Sub Tab xvi

19 Typographical Conventions in Oracle Application Help System Paths This course uses a navigation path convention to represent actions you perform to find pertinent information in the Oracle Applications Help System. The following help navigation path, for example (Help) General Ledger > Journals > Enter Journals represents the following sequence of actions: 1. In the navigation frame of the help system window, expand the General Ledger entry. 2. Under the General Ledger entry, expand Journals. 3. Under Journals, select Enter Journals. 4. Review the Enter Journals topic that appears in the document frame of the help system window. xvii

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