Installation Guide

Oracle Tutor Installation Guide
Oracle Tutor R14
October 2010
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Author Mary Keane and Emily Chorba Contributors and Reviewers Jim Lange, Fred Evers, Naveen Machana, Tom Kauth, Stuart Dunsmore, Chuck Jones This book was published using:
Oracle Tutor
Table of Contents
Tutor Software Overview .................................................................................................................................1-1 Tutor Software Overview................................................................................................................................1-3 New Features in Oracle Tutor ....................................................................................................................1-5 Tutor System Requirements.......................................................................................................................1-7 Setting Options...........................................................................................................................................1-9 Installing Tutor Author ................................................................................................................................1-10 Customized Installations ............................................................................................................................1-14 Installing Tutor Publisher............................................................................................................................1-15 Tutor Publisher Client/Server Installation in Detail .....................................................................................1-16 Installing Oracle Business Process Converter ...........................................................................................1-17 Known Issues in Oracle Tutor 14.0 ............................................................................................................1-23 BPA Import Issues .....................................................................................................................................1-26 Setup and Test Activities............................................................................................................................1-28 Test Author Software .................................................................................................................................1-29 Test PowerPoint Software..........................................................................................................................1-30 Test Publisher Software .............................................................................................................................1-31 Test Acrobat Software................................................................................................................................1-33 Test Oracle Business Process Converter with BPA ...................................................................................1-34 Test Oracle Business Process Converter with BPM ..................................................................................1-35 Tutor Directory Structure ............................................................................................................................1-36 Using Office 2007 with Tutor ......................................................................................................................1-42
Copyright Oracle, 2009. All rights reserved.
Oracle Tutor Installation Guide Table of Contents i
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Oracle Tutor Installation Guide Table of Contents iii
Send Us Your Comments

Oracle Tutor
Oracle welcomes your comments and suggestions on the quality and usefulness of this publication. Your input is an important part of the information used for revision. Did you find any errors? Is the information clearly presented? Do you need more information? If so, where? Are the examples correct? Do you need more examples? What features did you like most about this manual? If you find any errors or have any other suggestions for improvement, please indicate the manual, chapter, section, and page number (if available). You can send comments to us via Email to tutorsupport_us@oracle.com If you would like a reply, please provide your name, company or organization that owns the Tutor license, address, email, and telephone number with your correspondence. If you have problems with the software, please contact your local Oracle Support Services or log a support request on line using your Customer ID at http://support.oracle.com
Oracle Tutor Installation Guide Table of Contents iv
Tutor Software Overview

Chapter 1
Copyright 2010, Oracle and/or its affiliates. All rights reserved.
Tutor Software Overview Chapter 1 - Page 1
Tutor Software Overview

Tutor products include software tools for keeping documents up to date and distributing them on a need to know basis. Author is used by individual document owners to create and edit documents quickly and easily. Publisher is used to (1) ensure document integrity through the generation of special cross-reference reports (2) package and distribute procedures by job title (desk manuals), and (3) build student and instructor guides by topic or job title.
Tutor Author
Author simplifies the procedure writing process by providing additional functionality to Microsoft Word. Proprietary toolbars and buttons are installed over Microsoft Word and allow you to do many documenting tasks with one click. Use Author to: Write a variety of process and courseware document types Consistently format paragraphs in a procedure or other process document with hierarchical, logical, pre-defined styles Renumber procedure tasks and directives Create a flowchart of a process or procedure (this feature allows you to keep your narrative text and flowchart graphic of the procedure in sync with one easy click of a toolbar button no more duplication of effort to update a procedure and its corresponding flowchart) Create an HTML version (includes drop down menus for quick access to the desired section of a document, hyperlinks to other documents, and hypersensitive flowcharts) Import PowerPoint content into a Word document Convert HTML files into a Tutor formatted Word document Author also provides 1) a writing methodology that helps you identify and organize procedures and their corresponding support information, and 2) predefined document types that support the organization of this information.
Tutor Publisher
Publisher reads and compiles text information in your Tutor documents for various reporting and distribution outputs. Use Publisher to: Create an index of Tutor documents Generate cross-reference reports based on information contained in the Tutor documents these reports are used to verify document integration Build printed Owner Manuals Build printed or online (HTML) Desk Manuals Build printed or online training guides Batch HTML Tutor documents for online Desk Manuals Generate web pages for easy access to the online Desk Manuals
This chapter provides information on:

Whats New in Oracle Tutor
Tutor system requirements Installing Author Installing Publisher Installing the Oracle Business Process Converter Known Issues in Oracle Tutor 14.0 Verify Tutor Software Installation Setting Options Tutor directory structure Using Word 2007 with Tutor Software
New Features in Oracle Tutor

Oracle is pleased to announce Oracle Tutor 14. With this release, Oracle has incorporated exciting new features based on customer and partner requirements, technology, and domain expertise.
Tutor Business Process Converter (OBPC)

This new feature is a significant enhancement to Oracle Tutor, which enables importing and exporting of business process models between diagram and text based modeling tools. Models developed in Visio or any tool which provides an XPDL export can be imported into the Oracle Tools: Oracle Tutor, Oracle Business Process Architect 11g (BPA), and Oracle Business Process Management Suite 11g (BPM). In addition, models can be exchanged between Tutor, BPA, and BPM. The capabilities of the Oracle Tools provide a scope of process model development, management, and deployment which is beyond the typical usage of stand-alone diagramming tools. Oracle BPA has significant enterprise process model architecture capability. Oracle BPM enables process model software development and execution. Oracle Tutor is used to create easy-to-understand procedures with text and diagram for end user training and productivity purposes. When used together, especially as enhanced by Tutors integration capability, the tools provide significant value to an organizations management of its business processes. Tutors integration capability has significant benefit during two phases of business process management. The first is during process discovery, the initial phase of developing process models or procedures. Many organizations have a large number of Visio diagram artifacts which describe the way the organization does (or would like to do) its business. These can be imported directly into Tutor to accelerate the procedure development cycle. Whether new procedures are being used for end user training in an implementation or for process documentation in general, importing existing Visio diagrams can provide a significant acceleration. This is also true for any process model artifacts created in a modeling tool which has XPDL export capability, such as Provision or Bizagi. The second area of benefit applies to organizations which are using a formal process modeling tool for generation of executable process driven applications or integrations. Importing models from Tutor, Visio, or an XPDL capable source into BPA or BPM provides an initial process framework for developing executable models. It also gives organizations the ability to keep IT oriented process models and end user process models in sync, allowing for a single enterprise process model to be used for dual purposes.
Supported Oracle Tool Conversions

Process model conversion capability is provided between Oracle Tutor and Oracle BPA, and between Oracle Tutor and Oracle BPM. Tutor Procedure to BPA Tutor Procedure to BPM BPA Model to Tutor BPM Model to Tutor
Supported non-Oracle Tool Conversions

Process model conversion capability is provided for Microsoft Visio models and for the models created by tools which are capable of exporting content in the XPDL format. Models are only converted into Oracle tools formats; no export to Visio or XPDL is provided by OBPC. Visio Model to Tutor
New Features in Oracle Tutor Chapter 1 - Page 5
Visio Model to BPA Visio Model to BPM XPDL Model to Tutor XPDL Model to BPA XPDL Model to BPM
Support for parallel tasks in the narrative procedure format

This new feature allows writers to designate a set of tasks, in the narrative text of the procedure, which can be performed concurrently by different participants. Consequently, when the narrative procedure is imported into the Oracle tools BPM or BPA, the resulting swim lane diagram will show the tasks in parallel.
New Features in Oracle Tutor Chapter 1 - Page 6
Tutor System Requirements

The requirements for a users PC with an installation of Tutor Author, Publisher, Oracle Business Process Converter, and model documents are as follows. Tutor Business Process Converter X Required for conversion to Tutor
Software Requirements Windows XP/Vista Microsoft Office 2003/2007 X X
Tutor Author
Tutor Publisher X X
Adobe Acrobat 8.0/9.0 (this is a full default installation of Adobe Acrobat, not simply an installation of Acrobat Reader) Any antivirus program capable of detecting Word macro viruses; for example, Symantec AntiVirus A java-compliant web browser that supports cascading style sheets, for example Firefox 2.0 or higher or Internet Explorer 6.0 or higher Oracle Business Process Management Suite 11.1.1.4 Oracle Business Process Architect 11.1.1.3 Java v6.0 or greater
Required only for PDF conversion X
Required only for PDF conversion X
Required for conversion to BPM Required for conversion to BPA X
Note: Oracle Tutor supports documents written in the following languages, as well as these language versions of Windows and Microsoft Office: English Western European Eastern European Simplified and Traditional Chinese (Tutor Authors user interface is available in these languages) Japanese (Tutor Authors user interface is available in this language) Korean (Tutor Authors user interface is available in this language) When writing Tutor documents in other languages and interfaces, both Windows and Office must be in the same language as the documents you are writing. Do not mix languages.
Tutor System Requirements Chapter 1 - Page 7
Hardware Requirements A minimum 1 Ghz Pentium personal or multimedia computer 2 GB of RAM minimum 5 GB free hard disk space CD-ROM VGA or higher-resolution video adapter (Super VGA, 256-color or higher recommended) Mouse or compatible pointing device X
Tutor Author
Tutor Publisher X
Tutor Business Process Converter X
1 GB required Optional Optional X
1 GB required 1 GB required Optional X
X X Optional X
Using Tutor and Oracle E-Business Suite Online Help One of the Tutor features allows you to customize online help files that reside in the E-Business Suite applications. You can also link the help file to related procedure documents or do the reverse and link Tutor procedures to a particular help file. The E-Business Suite online help files are written in HTML code and are stored in the database. Oracle standards prohibit writing data directly to the database, hence the use of Oracle forms to add and maintain entries to the database. The Online Help works in a similar format. The Oracle Applications Help System Utility has specifically been designed for this Tutor feature that allows the conversion of the HTML online help to Word for editing. This program will extract the online help by product, store the HTML documents in a middle tier (server) and allow conversion to Word and editing to Word documents. Your System Administrator will need to initialize the configuration of the Help System Utility so that it is downloading to and uploading from the correct server. The System Administrator and Document Administrator will need to maintain the language directory and the appropriate product subdirectories while downloading and uploading files. Clients will determine the placement of their documents at installation time. For example, Author and Publisher software tools will be loaded on a PC and the documents loaded on a server. In this instance, the system administrator will need to allocate space to store the downloaded HTML help files. The Document Specialists will need privileges to this server to convert the documents to Word, edit documents and convert the documents to HTML. The Document Administrator (uses Publisher software) may be the designated person at the client site to download the documents to the server. Proper system administration privileges will be required for access to the server. If the middle tier server is a UNIX server, files cannot be directly accessed. The UNIX server will require use of FTP (File Transfer Protocol) to move the files from the middle tier to the database. The Help System Utility is available in Oracle EBS Applications release 11.5.2 and above.
Tutor System Requirements Chapter 1 - Page 8
Setting Options
All options in Microsoft Word that would adversely affect the Tutor software if they were not set correctly will be set automatically when the user opens Tutor Author. Below are some required options and recommended options you may want to set in Microsoft Office and Adobe Acrobat. These recommendations are based on many years of using Microsoft and Adobe tools, as well as Oracle Tutor. Microsoft Windows Required before installing Tutor: Turn on the file extensions when viewing files in Windows Explorer. Microsoft Word Viewing: Print layout when reading documents for content and Normal layout when formatting and updating documents Set the Style area width to 0.5 (Tools > Options > View > Outline and Normal Options > Style area width > 0.5) Turn on the Style Bar when in Normal view (Edit > Style Bar) Microsoft PowerPoint From the Tools > Options menu Select the Edit tab Clear Replace straight quotes with smart quotes Select the Print tab Clear Background Printing Select the Save tab Clear Allow Fast Saves (uses system resources) Clear Prompt for file Properties Verify that the Save PowerPoint files as displays PowerPoint Presentation. Warning: do not select any other "save as" option such as PowerPoint 95 & 97 Presentation. Adobe Acrobat 6.0 and higher Each time you generate a student guide, you will be prompted to clear Do Not Send Fonts to Distiller. You can choose to turn off that option each time before you run the student guide, or you can save the conversion options to Print1 so that you do not need to update the setting each time. Internet Explorer From the Tools menu Select Internet Options Select the Advanced tab Select Printing > Print background colors and images
Setting Options Chapter 1 - Page 9
Installing Tutor Author

This document covers the following types of installations: New Installation to a client system Upgrade installation to a client system Installation on a shared system such as Tarantella, Terminal Server, or Citrix Installation on a network Customized Installations
New installation to a client system

It is recommended that you accept the defaults during installation. You can select a different drive and subdirectory, such as D:\Program Files, and Tutor will be appended to the path you select. The Tutor Author default location is not Program Files, although users can install to that location if desired. The Oracle Tutor methodology highly recommends that all Tutor files--software, model documents, and courseware--be installed to the same location. If the Tutor file directory structure is installed to \Program Files, often users cannot find their model documents because they do not expect to find documents in the Program Files directory. In addition, some users do not have full read/write access to their Program Files directory, and it is critical to the successful operation of Oracle Tutor that users can edit and save all Tutor documents located on their system. The Author installation will write to your registry, add a configuration file and DLLs to your Windows directory, and copy templates into your Word template directory, so you must have write-privileges to those areas of your computer. It is also critical that the user have read/write privileges to \Tutor and all subdirectories. If you are installing to a computer running Windows NT, it is suggested that you log in with administrator privileges prior to installing Tutor Author. During installation, the user will need write privilege to the \Windows directory. After installation, that is no longer necessary.
Upgrade installation to a client system

It is always recommended that you uninstall any previous version of Tutor. This includes performing a search on your system for Author templates (*.dot) and renaming or deleting them prior to installing a new version of Tutor Author. If you are upgrading from Tutor 11x to Tutor 14, you will notice that all files are now installed to \Tutor, instead of \Tutor11i. You will need to manually copy your files from \Tutor11i to \Tutor. If you are upgrading to Tutor or reinstalling Author, the user will be given the option to have the installation make a copy of any file that will be overwritten during installation. If you have customized any of these files, you will need to merge your changes into the newly installed files. Special Note: See Setting Options in the Tutor Author User Manual and Tutor Author online help for required and recommended PC settings.
Installation on a shared system such as Tarantella, Terminal Server, or Citrix

The system administrator of the shared system will need to be involved with the installation as there are manual steps requiring knowledge of the shared system settings. 1. Install Tutor Author on the shared server.
Installing Tutor Author Chapter 1 - Page 10
2.
3.
4.
Determine the appropriate location for non-shared files. There are a few intermediate files that should NOT be shared. In addition, the system administrator should consider whether each user needs a separate file location for Tutorgenerated output such as student guides and reports. It is recommended that an environment variable be used for the non-shared files. For example, each user could have a \Tutor directory in his/her USERPROFILE location. This directory could contain the Tutor system files as well as the reports and manuals. Change initialization file to point to non-shared file location. Open \Tutor\Author\Tutor.ini in a text editor Change the WDir key to the appropriate location For example, the key could look like this: WDir=%USERPROFILE%\Tutor Add the following MDir key just below the WDir key (assumes Tutor Author is installed to the C drive) MDir=C:\Tutor\Author Change the Desk Manual, Owner Manual, and Student Guide keys to reflect the appropriate location. DeskDir=C:\Docume~1\%USERNAME%\Tutor\Manuals\Desk OwnerDir=C:\Docume~1\%USERNAME%\Tutor\Manuals\Owner StGuideDir=C:\Docume~1\%USERNAME%\Tutor\Manuals\Student Guide Note that the Publisher configuration fields can only contain 60 characters or less, so you may need to use the Windows short names as shown above. Change the report directory key if appropriate. RepDir= %USERPROFILE%\Tutor\REPORTS Save file. Install a Tutor directory structure for each user. Each system administrator completes this task differently, so there is no installation program for this task. Some customers create a batch file that a user runs the first time they want to use Tutor. Remember, if you choose to have a common location for the manuals and reports, then you do not need to create an individual location for these files. If you choose to have each user create their own directory structure, here is an example batch file: set echo off REM this will move the command line to the appropriate location C: cd \ cd %USERPROFILE% REM this will copy the entire Tutor directory structure as well as appropriate files to the %USERPROFILE%\Tutor location REM it's important that the directory structure is located under Tutor
xcopy C:\Tutor\Tutor\*.* /E The directory structure needs to contain Blank.doc as well as the db directory. Here is the minimal directory structure that needs to be copied to each person's individual file location: Tutor Db Blank.doc (simply copy from the \Tutor\Author directory) If you are using the individual file location for the reports and manuals, then the directory structure should appear as such: Tutor Db Reports Manuals Desk Student Guides Owner Blank.doc (simply copy from the \Tutor\Author directory) Create a batch file for the Tutor Publisher icon. You will need to create a batch file for Publisher to run in a shared environment, and then you will need to point the desktop icon for Publisher to this batch file. Change the environment variable and the location of Publish.exe as appropriate. set pddir=%USERPROFILE%\Tutor start C:\Tutor\Publish\Publish.exe Determine which system settings need to be changed. Unfortunately, each system is configured differently, and thus this task is a bit of a challenge. However, here are some system configurations that often need to be set by users in order for Author and Publisher to work correctly. In Windows Explorer, navigate to Tools > Folder Options. Select the General tab. Select Use Windows classic folders. Select the View tab. Select Show hidden files and folders. Deselect Hide extensions for known file types Deselect Hide protected operating system files. In Microsoft Word, navigate to Tools > Options > File Locations. Double-click on Workgroup Templates. Navigate to C:\Documents and Settings\All Users\Templates Click OK. Exit from Word. Double-click on Author icon to test
5.
6.
Installation on a network
At this time, Oracle Tutor does not support the installation of Tutor Author on a network due to the traffic between the client and the network required by Microsoft Word. We are working on an alternative architecture that would allow this type of installation in the future. Microsoft Office on a Network Drive Tutor Author will work with a network installation of Microsoft Office, but it is critical that the user have full read/write privileges to the template directory on the network (this location would be set as the "workgroup template" location in Word). The user will need a local template directory as well that is set as the "user template" location in Word. All Author files must be installed locally, and it is possible that a manual installation of Author will need to be performed. Oracle's Support web site (http://support.oracle.com) contains an instruction on how to install Author without using the installation program.
Customized Installations
The installation for Tutor has been made more flexible so that users can edit key files such as the language tables, abbreviation table, flowchart preferences, options, skeletons, and then deploy these customized files to other users. The installation will do the following: 1. Copy any file and/or directory under \Tutor in the installation directory to the selected destination. If you find that you want to use the installation to install just a patch consisting of a few files, simply copy those files in the appropriate directory structure to the installation directory under \Tutor and they will be installed. 2. Copy any template file in the Templates directory to the appropriate template directory as determined by the registry. 3. Copy any DLLs in the DLLs directory to the Windows directory. 4. Allow the user to control the title of the installation. 5. Allow the user to determine specific items to be initialized in the initialization file to overwrite the defaults. 6. Allow the user to change the default directory location for Tutor. Please note that the installation will always install to a Tutor directory. This cannot be altered. The install.ini file in the installation directory controls the installation. For more information on how to edit install.ini in order to customize the installation, please open the file in a text editor and read the instructions at the beginning of the file. The following files and/or directories must always be present for the installation to operate correctly: Tutor directory Readme.txt this file can be customized by the user Install.ini this file can be customized by the user
Customized Installations Chapter 1 - Page 14
Installing Tutor Publisher

Tutor Publisher can be installed to a local drive or a network drive. You can install a full version of Tutor Publisher on a network drive for one concurrent user, or a server version of Publisher can be installed and multiple concurrent users can install a client version of Publisher. When a client version of Publisher is installed, the installation files must reside in the Publisher directory on the network in order for the desktop shortcuts, icons, and configuration files to be installed correctly.
Installing Tutor Publisher Chapter 1 - Page 15
Tutor Publisher Client/Server Installation in Detail

Overview When Publisher is installed on the network, it is a wholly functional install. All the files that are needed for Publisher are installed into a \Tutor directory on the network. In order for multiple users to be able to access the Publisher executable files, the users need to perform a local installation of Publisher as well. This local installation does the following: Creates the needed directory structure Creates the icons on the desktop Adds an environment variable to autoexec.bat Asks the user to reboot the system
Network Installer
1. 2. Install Publisher on network server. Tutor Publisher requires a mapped network drive. Note the location of the client installation files. The client installation files will be installed into the Publisher directory: \Tutor\Publish\Publisher Client Installation. Notify the users of the client installation files location.
3.
User
4. Navigate to the client installation files location. The default client installation location is <network drive>:\Tutor\Publish\Publisher Client Installation\Setup.exe. Install Publisher. This installation will Create the necessary directory structure on your system (these directories will be empty) Create a Publisher icon on your desktop Ask you to reboot your system You will not be able to use Publisher on your system until you have rebooted your system.
5.
Tutor Publisher Client/Server Installation in Detail Chapter 1 - Page 16
Installing Oracle Business Process Converter

This document covers installing the components that will enable the user to import files into Oracle Business Process Architect (BPA) and/or Oracle Business Process Management Suite (BPM).
Prerequisites
Desired Functionality Import Tutor procedure to BPA Required Software Tutor Author 14, Microsoft Office 2003 or 2007, Oracle Business Process Architect 11.1.1.3, Oracle Business Process Converter Tutor Author 14, Microsoft Office 2003 or 2007, Oracle Business Process Management Suite 11.1.1.4, Oracle Business Process Converter Tutor Author 14, Microsoft Office 2003 or 2007, Oracle Business Process Architect 11.1.1.3, Oracle Business Process Converter Tutor Author 14, Microsoft Office 2003 or 2007, Oracle Business Process Management Suite 11.1.1.4, Oracle Business Process Converter Tutor Author 14, Microsoft Visio 2003 or 2007 Microsoft Visio 2003 or 2007, Oracle Business Process Architect 11.1.1.3, Oracle Business Process Converter Microsoft Visio 2003 or 2007, Oracle Business Process Management Suite 11.1.1.4, Oracle Business Process Converter Tutor Author 14 Oracle Business Process Architect 11.1.1.3, Oracle Business Process Converter Oracle Business Process Management Suite 11.1.1.4, Oracle Business Process Converter
Import Tutor procedure to BPM
Export BPA model to Tutor
Export BPM model to Tutor
Import Visio model to Tutor Import Visio model to BPA Import Visio model to BPM
Import XPDL model to Tutor Import XPDL model to BPA Import XPDL model to BPM
Installation information for Tutor Author and Tutor Publisher is located in the Tutor Installation Manual. Please note that there is no auto installer for the Oracle Business Process Converter. 1. Verify Java is installed. If you have previously installed Java, goto task #3. Otherwise, goto task #2. 2. Install Java. Navigate to java.com Install Java 3. Unzip the install package to a temporary folder. If you are installing the converter for BPA, goto task #4. If you are installing the converter for BPM, goto task #15. 4. Make sure that BPA Suite is not running.
Installing Oracle Business Process Converter Chapter 1 - Page 17
5. 6. 7.
8. 9.
Locate your BPA Suite directory. The default is C:\Program Files Oracle BPA Suite11g Navigate to \Program Files Oracle BPA Suite11g\LocalServer Copy the installation files to BPA Suite Locate the installation files in the temporary folder Copy all files and subfolders in the BPA\LocalServer directory to the :\Program Files\Oracle BPA Suite<version>\LocalServer Overwrite files if asked Start BPA Import the filter BPA Suite Administration Module (left panel) > LOCAL > Configuration > Conventions > Filter Right-click on Filter Choose Import
Browse to the location of Oracle Tutor BPA Filter.amc This file is located at the same level as the bpa directory within the installation files. Check all the boxes in the dialog box
Click OK 10. Import the Template BPA Suite Administration Module (left panel) > LOCAL > Configuration > Conventions > Template Right-click on Template. Choose Import
Browse to the Oracle Tutor BPMN.act file. This file is located at the same level as the bpa directory within the installation files. Check all the boxes in the dialog box Click OK 11. Verify the reports have been installed.
Oracle BPA Suite Script Editor (left-side panel) > Local > Reports > Tutor Verify Tutor reports have been installed. 12. Verify the macros have been installed. Oracle BPA Suite Script Editor (left-side panel) > Local > Macros > Tutor Verify Tutor macros have been installed. 13. Add the Macros to the user interface. Oracle BPA Suite Evaluate > Configure Macros Locate Import Tutor Procedure Choose an icon Check the box in the Toolbar column Check the box in the Menu column
Repeat for the following macros, choosing different icons for each macro if desired. Export Tutor Procedure Import Visio Diagram Import XPDL Link imported models 14. Configure user preferences Oracle BPA Suite View > Options > Log In Set the Filter choice to Oracle Tutor BPA Filter You will need to change the server to LOCAL to see the filters.
Oracle BPA Suite View > Options > Model > For New Models > Representation Set Current template to Oracle Tutor BPMN Click on Model type-specific templates Choose Business process diagram (BPMN) and expand the list of available templates Select Oracle Tutor BPMN Click OK from both dialogs to save your changes Oracle BPA Suite View > Options > Model > For New Models > Connections Set Bridge height to 0 Set Rounding intensity to 25 Check the box New connections only right-angled
Oracle BPA Suite View > Options > Model > For New Models > Grid Check Use grid Set both Grid settings to 2 Click OK to close the Options dialog If you are also installing the integration for BPM, goto task #15. Otherwise, end of activity. 15. Install Tutor Integrator for BPM. The appropriate bundles to run BPM must be installed before continuing. Open JDeveloper Navigate to Help > Check for Updates Navigate through the wizard, choosing to add tutor_bpm_integrator.zip from the installation files. End of activity.
Known Issues in Oracle Tutor 14.0

Below is a detailed list of known issues in the Oracle Tutor 14.0 release. Workarounds for these issues are provided below, and these issues are planned to be fixed in a future release.
Oracle Business Process Converter

Visio conversion issues 1. Blank pages will produce a blank model in BPA and BPM. Blank pages imported into Tutor may generate an exception. For best results, remove blank pages from the source Visio file before importing. 2. The importer will attempt to import background pages as separate models. Very often, background pages in Visio only contain company logos or banners, which may result in a blank model in the target tool. 3. Large Visio files or files with multiple pages may generate an Out of Memory error. For best results, break up a multi-page Visio file into separate files before importing. The easiest way to do that is to copy the original file, then open the copy and delete all the pages except the page that you want to import. 4. Grouped symbols will import as a single object. Many Visio masters are created as a group, which is the normal way to create a compound symbol (such as a task with a task type icon in the corner). However, if the model creator manually groups some symbols together, the importer will treat this as a single object. Since manually-grouped objects have no master, the group will most likely be converted to a task. The new task may not have a name depending on how the objects in the group are "stacked" since Visio uses the topmost object in a group for the group's text. If a group contains several objects that should be independent symbols (such as grouping two tasks and a gateway), the original three tasks will not be converted and a single task will be created instead. To fix this issue, open the original Visio file and ungroup the grouped shapes. 5. Connecting lines formed by drawing multiple smaller lines end-to-end will not import correctly as a single line. 6. Some Visio stencils do not support swimlanes, but since swimlanes are a popular modeling approach, some users create their own swimlanes out of rectangles. The importer will only generate lanes (and actors in Tutor) if the lane objects are created from a Visio master with a name recognized as a lane (or added to the VisioUserMap.xml file). Any other objects will be converted into either a group object (dotted line rounded rectangle in BPA) or an expanded subprocess. Note that BPM and Tutor do not support the group object. 7. If a diagram has swimlanes created from one large rectangle with horizontal dividers created using the line tool, the converter may import the rectangle as an expanded subprocess and the dividers as sequence flows. 8. Objects that are made to appear invisible in Visio such as objects with no line and no fill or white objects on a white background will still import as BPMN objects even though you cannot see them in the source model. 9. Some visio masters allow the user to delete members of the grouped symbol without deleting the group object itself. The result is an empty (and invisible) group. The converter will still import such groups based on the master name of the groups, which results in objects seemingly appearing out of nowhere. 10. Visio allows you to link shapes to other pages via a hyperlink. This is often used to create a drill-down model where subprocess objects on a parent model link to the detailed model of the subprocess. The converter will not reestablish these links when importing pages with links. You will need to manually restablish the links in BPA (using associations), BPM (using
Known Issues in Oracle Tutor 14.0 Chapter 1 - Page 23
11.
12. 13.
14.
call activities), and Tutor (by editing the "stop and complete" directive to point to the referenced procedure filename). The connector line of some annotation symbols do not correctly import. The text of the annotation will import, but the connector between the annotation and the target symbol will be missing. BPMN Models created from the Trisotech template will import as basic tasks, gateways, and events (i.e. the types denoted by symbols inside each shape will not be converted). The converter will attempt to associate line endpoints that are not glued to the shape that they are close to. However, if the line end is too far from the edge of the shape, it will not be linked and the resulting flow will be treated as disconnected. Such flows will not import into BPA or BPM and will result in discontinuity in a Tutor procedure. BPMN message flows can connect to the boundary of a pool, but not a lane. In some models, a pool boundary and the boundary of a lane inside the pool may be superimposed. As a result, a message flow can easily be mistakenly glued to the lane boundary instead of the pool boundary. The importer will import such flows successfully, but they will be rejected by BPA as invalid connections (BPM and Tutor don't support message flows).
BPA/BPM Conversion Issues 1. If input model contains subprocesses, and when this model is imported into BPM, these subprocesses in BPM are not editable. Here editable means adding any new activity (can be task or event or gateway or subprocess) to subprocesses. This is due to a bug (bug in auto layout algorithm) in BPM. 2. It is not advised to run multiple import/export conversions at the same time in BPM (for example, attempting to import a model while another import is in progress (i.e. status dialog box of one import is still on the screen showing the conversion status. This leads to unexpected results or errors. 3. If input models contain grouped data objects, these objects will not be rendered into BPM. 4. While importing Tutor documents into BPM, upstream and downstream pools (in Tutor documents, these would be the Prior Activity and End of Activity. Goto sections) documents will not be rendered into BPM. 5. As BPM supports only horizontal oriented models, trying to import vertical oriented models will yield unexpected results or errors in BPM. XPDL models can be modified by setting Orientation attributes value to VERTICAL on pool xpdl element and OBPC will convert the pool to horizontal oriented pool. Check xpdl tips and tricks section of the Oracle Business Process Converter manual to set this attribute on XPDL pool element using XSLT. 6. If a user has chosen merge pools option while importing, in the resulting model all pools will be shown as merged pools and all message flows will be converted as sequence flows in BPM. Any extraneous flows will be deleted. 7. Since BPM does not support all types of intermediate / boundary events, all unsupported intermediate / boundary events of BPM will be rendered as None Intermediate / boundary events. 8. BPM Studio has some conditions and rules that are enforced while modeling. Examples include not supporting parallel flows from a task or subprocess unless the task or subprocess is followed by a parallel split gateway. Thus is a model is imported into BPM Studio with non-supported structures and objects, the converter will report the errors on the model. See example below.
It is highly recommended to check models carefully after import before attempting to execute as some BPM conditions may have generated errors. 9. Implementation details will not be captured from the input model. The user will need to provide these details again in BPM to make the model executable. 10. For xpdl issues look at the xpdl tips and tricks section of the Oracle Business Process Converter manual. More workarounds are provided there for some of the known issues.
BPA Import Issues

1. Some connections that can be drawn in Visio and other tools are not valid in BPA. For example, BPA does not allow association flows between an event and a task. When importing a model with such flows, the importer will display a list of warning describing the connections that it was not able to establish. BPA does not support more than one flow of the same type between the same two objects. For, example, a gateway with three outflows, two of which lead to the same task will result in two of the flows having the same name (because they share a common definition). Flows in the source model that are not connected to an object on both ends will not be imported. When importing Visio models, flows may appear to be connected in Visio, but are actually not glued or are not close enough to the target symbol. BPA does not support lanes nested inside other lanes. If you import a model containing nested lanes, they will be displayed correctly, but all lanes will "belong to" the parent pool. When importing BPMN models with attached intermediate events, the relationship between the event and the task or subprocess that it is attached to will not be established in the BPA database until the imported model is saved. In other words, the "can trigger" relationship will not appear in the Relationships tab of the Properties Panel until the model is saved. This is important if you import a model and then immediately try to export it to Tutor without saving it. It is valid in BPMN to associate a data object with a message flow by connecting them with an association flow. BPA does not support the connection of one flow to another flow. Importing a complex Tutor model may result in many flows that are routed on top of one another or are routed in a less-than-ideal way. You will need to manually clean up the model after importing the model into BPA so that the line routing is clear to a human reader. Some visual attributes (such as zoom level, grid visibility, line corners, etc.) are set to fixed settings during import even if your global default preferences for these settings are different. Models imported from BPM do not preserve the original line routing for flows. Symbol positions are preserved, but flows are always rerouted using the same algorithm used to layout Tutor models. When symbols are close together, this can cause some strange line routing results. If you are an Oracle AIA customer and have installed the Oracle AIA filter and template for BPA, the Oracle Tutor filter and template will overwrite the AIA filter and template. To keep both sets of filters and templates, you should copy the AIA filter and template from within BPA before importing the Tutor filter and template. The Tutor BPMN template has two group symbols. The importer uses the one named "Group (freeform)", which can be moved and resized without any restrictions (unlike the other symbol named "Group"). However, "Group (freeform)" does not support the "belongs to" relationship with other objects. A side effect of this is that when the group symbol is on top of other objects in the z-order stacking (the default) clicking on an object that appears inside of a group will select the group. To select an object inside a group, you must either move the group out of the way first, or send it back several times by clicking on the "Send Back" icon in the toolbar. When importing a Tutor procedure containing a task with multiple system references, only the first system reference will be populated into the System Application, System Navigation, and System Screen attributes. When importing a Tutor procedure containing a task with multiple UPK links, only the first UPK link will be populated into the UPK Topic ID, UPK Topic Name, and UPK Topic URL attributes.
2.
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6. 7.
8. 9.
10.
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13.
BPA Import Issues Chapter 1 - Page 26
14. When importing a model from the Navigator view, BPA may not automatically switch to the Modeler view to display the model when the import is complete. To view the newly imported model, click on the Modeler module icon. 15. If you invoke Export Tutor Procedure when a group (i.e. folder) is selected in the Navigator tree, all models in the selected group will be exported a separate Tutor procedures. If the group contains other groups, all models in all sub-groups (recursively to the lowest level) will be exported.
BPA Import Issues Chapter 1 - Page 27
Setup and Test Activities

Before testing of Tutor software and model documents can occur, it is critical that you verify that Author, Publisher, and the associated software products (Word, PowerPoint, Adobe Acrobat, etc.) are installed correctly and ready to be used. Much time is wasted trying to debug problems that turn out to be incorrect installation, so this process is invaluable to making sure that the testing and development process is efficient. This document can also be used to test the installation of Author and Publisher. The next few pages cover the following activities: Test Author Software Test PowerPoint Software Test Publisher Software Test Acrobat Software Test Oracle Business Converter with BPA Test Oracle Business Converter with BPM
Setup and Test Activities Chapter 1 - Page 28
Test Author Software

1. Open Author. If Author simply opens a blank document, you will need to set the Tools > Options > File Locations > User Templates location to the same directory where Author.dot was installed.
Testing Installation Verify that the Author icon appears on the desktop Verify that the Author icon is available from Start > Programs > Tutor 2. Select Create a new procedure. 3. Set Word settings according to the "Setting Options" section of the Author user manual (also in Tutor Author's online help). 4. Add a few tasks and actors and directives. 5. Format a paragraph using every button on the toolbar. 6. Renumber. 7. Flowchart. 8. Update Distribution. 9. Add Module Test to the Distribution Section. 10. Save file to the appropriate Draft folder. 11. HTML the file with Enable Support for Online Help turned off. 12. View the HTML version for correct paragraph formats. 13. Open a few large EDU files and Import PPT. Try EDU1043Y in particular EDU1016Y EDU1019Y EDU1332Y Add Module Test to the Distribution section in each document. Save each document. 14. Test Author toolbar formatting buttons. 15. Open two of each doc type and add Module Test to the Distribution section. 16. Save these files to the appropriate Draft folder.
Test Author Software Chapter 1 - Page 29
Test PowerPoint Software

Open PowerPoint. Set PowerPoint settings according to the "Setting Options" section of the Author user manual (also in Tutor Author's online help). Create a new PowerPoint file using the sample template from the Doc Types directory. Add a few slides with text. Format paragraphs using the promote/demote button on the toolbar. Add student note text using all paragraph levels. Format paragraphs using the promote/demote button on the toolbar. Add instructor note text in all paragraph levels. Format paragraphs using the promote demote button on the toolbar. Save the document to the appropriate Draft folder.
Test PowerPoint Software Chapter 1 - Page 30
Test Publisher Software

1. Open Publisher. Installation testing Verify that the Publisher icon appears correctly on the desktop. Verify that the Publisher icon appears in Start > Programs > Tutor. 2. Check tools menu. Configuration Options Check double sided master for paper option. File Locations Verify draft and final folder paths. HTML Options Deselect: Enable Support for Oracle Applications Online Help. Publish all of the documents that were saved previously in each Draft folder. Build an index. Create and view all reports possible. Test Desk Manual menu items. Create Online Desk Manual for Module Test Create Online Desk Manual Index Save Manual TOC for Module Test View Table of Contents for Module Test Create Tutor HTML files (Batch) on all process document folders. View HTML files in HTML folder Check tools menu.
3. 4. 5. 6.
7. 8. 9.
HTML Options Select: Enable Support for Oracle Applications Online Help 10. Build an index. 11. Create and view all reports. 12. Test Desk Manual menu items. Create Online Desk Manual for Module Test Create Online Desk Manual Index Save Manual TOC for Module Test View Table of Contents for Module Test 13. Create Tutor HTML files (Batch) on all process document folders. 14. View HTML files in APPSHTML folder. 15. Test Owner Manuals menu items. Save Manual TOC for Module Test View Table of Contents for Module Test 16. Test Curriculum menu items. Update Distribution Create a Curriculum by Job Title for Module Test 17. Publish the curriculum.
Test Publisher Software Chapter 1 - Page 31
18. Rebuild index. 19. Test Student Guides menu items. Build Student Guide from the Model Test curriculum. Build Instructor Guide View guides Build Student Guide from one of the EDUCs Build Instructor Guide from one of the EDUCs View guides
Test Publisher Software Chapter 1 - Page 32
Test Acrobat Software

1. 2. Set Adobe Acrobat settings according to the "Setting Options" section of the Author user manual (also in Tutor Author's online help). Create a PDF version of the guides. Open the TOC of the Instructor Guide and press the PDF button. Open and verify the PDF guide (Acrobat) Test the book marks and pagination.
Test Acrobat Software Chapter 1 - Page 33
Test Oracle Business Process Converter with BPA

1. 2. 3. Open BPA Select a group. Navigate to the macro menu on the toolbar that you created during the OBPC installation. Import Tutor Procedure Select Import Tutor Procedure Browse to a Tutor procedure Select a file name Select OK Navigate to the Tutor procedure and open. Import Visio Diagram Select Import Visio Diagram Browse to a Visio diagram Select OK Import XPDL Select Import XPDL Browse to an XPDL model Select OK
Test Oracle Business Process Converter with BPA Chapter 1 - Page 34
Test Oracle Business Process Converter with BPM

1. 2. 3. 4. Open JDeveloper Studio. Create an application and project. Right-click on the project and select Import Models Select either a Tutor procedure, a Visio Diagram, or an XPDL file.
Test Oracle Business Process Converter with BPM Chapter 1 - Page 35
Tutor Directory Structure

The Tutor directory structure is a key element of the methodology and the functionality of the software of Tutor. Note that all Tutor documents are located under the appropriate language code. Thus, if your company uses both English and French documents, you will have a set of Tutor documents under US (for U.S. English documents) and F (for French). If you are uploading all your Tutor documents into the Oracle Applications Online Help database, your documents will be copied to the appropriate product directory under AppsHTML and the appropriate language directory. If you are using a webserver, your HTML documents will be copied to the HTML directory directly under the Tutor directory. WARNING: It is critical that you do not change the names or locations of any of the Tutor subdirectories. You may place different document types on different drives (for example, placing all EDUC documents on a network server and the remaining documents on a local drive), but you must maintain the same directory structure. There are two reasons for this: one, the software relies on this directory structure for some features, and, two, all user documentation and implementation instructions presume that this directory structure is maintained. Below are two examples of the Tutor directory structure. In the first example, all directories for Tutor are shown for a customer using both French and English documents. The second example shows a customer who has placed different document types on different drives.
Example: Directory Structure with French (F) and English Documents (US)
Tutor
Author Audit Doc Types HeaderFooter Resource F (French) APPSHTML AP FND PO Draft CODE CURR EDUC PPT FORM HELP AP FND PO INS LABS NAV PROC REF Visio XPDL Final
Tutor Directory Structure Chapter 1 - Page 36
CODE CURR FORM EDUC PPT HELP AP FND PO INS LABS NAV PROC REF Visio XPDL Orig CODE CURR EDUC PPT FORM INS LABS NAV PROC REF Visio XPDL HTML Manuals Desk Owner Student Guides Network Publish db Template Reports Tables US APPSHTML AP FND PO Draft CODE CURR EDUC PPT FORM HELP AP
FND PO INS LABS NAV PROC REF Visio XPDL Final CODE CURR EDUC PPT FORM HELP AP FND PO INS LABS NAV PROC REF Visio XPDL Orig CODE CURR EDUC PPT FORM INS LABS NAV PROC REF Visio XPDL User Manuals
Example: Different Document Types Placed on Different Drives C:\Program Files\Tutor

Author Audit Doc Types HeaderFooter Resource Manuals Desk Owner Student Guides
Network Publish db Template Reports Tables User Manuals
D:\Tutor
HTML
G:\Documentation\North America\Tutor
US APPSHTML AP FND PO Draft CODE CURR EDUC PPT FORM HELP AP FND PO INS LABS NAV PROC REF Visio XPDL Final CODE CURR EDUC PPT FORM HELP AP FND PO INS LABS NAV PROC REF Visio XPDL Orig CODE
CURR EDUC PPT FORM INS LABS NAV PROC REF Visio XPDL
J:\Documentation\Europe\Tutor
F (French) APPSHTML AP FND PO Draft CODE CURR EDUC PPT FORM HELP AP FND PO INS LABS NAV PROC REF Visio XPDL Final CODE CURR EDUC PPT FORM HELP AP FND PO INS LABS NAV PROC REF Visio XPDL Orig
CODE CURR EDUC PPT FORM INS LABS NAV PROC REF Visio XPDL
Using Office 2007 with Tutor

How Office 2007 is different from earlier versions of Office
Office 2007 uses Office Open XML formats with .docx and .docm filename extensions. Docx is an Office Open XML word document. Docm is a macro enabled Office Open XML document. This means the file structure behind the scenes is quite different from the binary file formats used prior to Office 2007 such as .doc, .dot, .xls, and .ppt.
Office 2007 is supported only by Tutor R12.1 and higher

Only people using Office 2007 need to install Tutor R12.1 and higher. Though Tutor Release 12.1 and higher can be used with earlier versions of MS Office, people using Office 2000, XP, and 2003 can continue to use Tutor R12.0.
Requirements
All files in the repository of Tutor process documents must have the same extension across the entire library; either doc or docx. The repository may not contain a mixture of both. In an organization where earlier versions of Word are being used, Office 2007 users must save their documents with a *.doc extension so others may open the documents. Scenario 1 Where some or all users in the organization use Office 2007 All employees install Tutor R12.1 or higher Set Author software to .docx mode by setting the option in the Author > Options > Word > Word 2007 > .docx Publisher user set Tools > Configuration options > Word path and version > 07 Convert all software .doc files (except for blank.doc) to a .docx extension (use ConvertDoc.exe tool located in the Tutor\Author directory) Document Skeletons Student Guide TOC, Chapter, and EDU Convert all documents in the Tutor repository to .docx extension (use ConvertDoc.exe tool located in the Tutor\Author directory) Scenario 2 Where Document Writers use Office 2007 and the Document Administrator uses Word 2003/XP/2000 Document Writers use Tutor R12.1 or higher and save all documents with a .doc extension. Document Administrator uses Tutor R12.0 or R12.1 or higher. If the Document Administrator uses R12.1 or higher, set the following fields: Author > Options > Word > Word 2007 > .doc Publisher > Tools > Options > Word path and version > 03 or XP or 2K as appropriate
Using Office 2007 with Tutor Chapter 1 - Page 42
Scenario 3 Where Document Writers use Word 2003/XP/2000 and the Document Administrator uses Office 2007 Document Writers use Tutor R12.0 or R12.1 or higher and save documents with .doc extension. Document Administrator uses Tutor R12.1 or higher and sets the following fields: Author > Options > Word > Word 2007 > .doc Publisher > Tools > Options > Word path and version > 03 Note: the Document Administrator sets Publisher to Word 2003 even if he/she is using Word 2007. This is because the files are in .doc form. Scenario 3 Where all employees use Word 2003/XP/2000 to write Tutor documents Users may use Tutor R12.1 or higher and set Author software to .doc mode Author > Options > Word > Word 2007 > .doc Publisher > Tools > Options > Word path and version > 03 or XP or 2K as appropriate
Open a Word 2007 document in an earlier version of Word

To open Microsoft Office Word 2007 .docx or .docm files with Microsoft Office Word 2003, Word 2002, or Word 2000, you need to install the Microsoft Office Compatibility Pack for 2007 Office Word, Excel and PowerPoint File Formats and any necessary Office updates. By using the Compatibility Pack for the 2007 Office system, you can open, edit some items, and save Office Word 2007 documents in previous versions of Word.
Document element differences in previous versions

Although you can open Office Word 2007 files in previous versions of Word, you may not be able to change some items that were created by using the new or enhanced features in Office Word 2007. For example, equations will become images that cannot be changed. For a complete list of differences, see the Microsoft Office web site. In addition to the changes listed on the Microsoft Office web site, the following features behave differently when you open an Office Word 2007 .docx or .docm file in Word 2003: Macros and macro signatures will be removed. Mail merge data will be lost and you will not be able to connect to data sources. You will not be able to open password-protected files, even if you know the password.
Note about Compatibility Mode

Microsoft released a compatibility pack for Office 2003 and XP users so that they can import docx files from Office 2007. As long as all users of Oracle Tutor are using either all .doc or .docx files, the compatibility pack should not cause a problem.

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Oracle Tutor Installation Guide

Oracle Tutor R14

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Oracle Tutor Installation Guide Table of Contents i

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Oracle Tutor Installation Guide Table of Contents iv

Tutor Software Overview

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Tutor Software Overview Chapter 1 - Page 1

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Tutor Software Overview Chapter 1 - Page 2

Tutor Software Overview

This chapter provides information on:

Tutor Software Overview Chapter 1 - Page 3

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Tutor Software Overview Chapter 1 - Page 4

New Features in Oracle Tutor

Tutor Business Process Converter (OBPC)

Supported Oracle Tool Conversions

Supported non-Oracle Tool Conversions

New Features in Oracle Tutor Chapter 1 - Page 5

Support for parallel tasks in the narrative procedure format

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New Features in Oracle Tutor Chapter 1 - Page 6

Tutor System Requirements

Software Requirements Windows XP/Vista Microsoft Office 2003/2007 X X

Required only for PDF conversion X

Required only for PDF conversion X

Required for conversion to BPM Required for conversion to BPA X

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Tutor System Requirements Chapter 1 - Page 7

Tutor Business Process Converter X

1 GB required Optional Optional X

1 GB required 1 GB required Optional X

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Tutor System Requirements Chapter 1 - Page 8

Copyright 2010, Oracle and/or its affiliates. All rights reserved.

Setting Options Chapter 1 - Page 9

Installing Tutor Author

New installation to a client system

Upgrade installation to a client system

Installation on a shared system such as Tarantella, Terminal Server, or Citrix

Installing Tutor Author Chapter 1 - Page 10

Installing Tutor Author Chapter 1 - Page 11

Installing Tutor Author Chapter 1 - Page 12

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Installing Tutor Author Chapter 1 - Page 13

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Customized Installations Chapter 1 - Page 14

Installing Tutor Publisher

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Installing Tutor Publisher Chapter 1 - Page 15

Tutor Publisher Client/Server Installation in Detail

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Tutor Publisher Client/Server Installation in Detail Chapter 1 - Page 16

Installing Oracle Business Process Converter

Import Tutor procedure to BPM