WebADI WebCast V3

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<Insert Picture Here>
WEB ADI Excel Upload

Rajesh P
Principle Support Engineer, BDE / CoE
Srinivas M
Sr. Support Engineer, Global Human Resources
Web ADI Integrators

Load Data with Excel
Topics
Web ADI
Traditional Custom Import Process
Web ADI Custom Import Process
Web ADI Components
Creating a Custom Integrator
Examples
Other Options and Features
Web ADI History

Application Data Interchange
GLDI GL specific
ADI
Multiple versions
PC based application
Assets and GL
Concurrent request and reporting functionality
Web ADI
Completely web based
Only data export and load no reporting
Many applications ICM, HR (replaced ADE), GL, others
Extendable
New integrators
Custom Layouts
Web ADI Basic User Process

Create a spreadsheet
From a form
From a menu option
Populate or change the spreadsheet

Upload to Oracle
Fix errors if needed
Create a Spreadsheet from a Form

Some forms have an export data
function.
This exports to a spreadsheet
using Web ADI.
Some additional pages ask for
Excel version and format.
A spreadsheet is created and populated from the screen.

Enter the new, desired information to upload.
10
Upload from a spreadsheet
After new information is entered, select upload from the Oracle menu.
11
Upload from a spreadsheet
After upload you see the success or failure of your data.
12
Extendibility
Oracle seeds specific exports and loads.
The spreadsheet formats, called layouts, can be
changed or additional ones can be added via setups.
Each data export or load (i.e. proposed salaries, GL
journals) uses an integrator.
A programmer can create a new integrator with some
simple setups and possibly a simple program.
13
Traditional Custom Import Process
Create a flat file

Transfer flat file to DB server
Load into temp table
Custom program
Read temp table and loop through records

Call Oracle API
Mark temp table as to what is done/not done
Report on errors
Method to correct/clear errors
14
Traditional Custom Import Build Units
Transfer process
Unix script
Custom temporary table
Load control file
Custom program
Registered concurrent program
15
Web ADI Import Process
Create a flat file

Transfer flat file to DB server
Load into temp table
Custom program (may not be needed)
Read temp table and loop through records

Call Oracle API
Mark temp table as to what is done/not done
Report on errors
Method to correct/clear errors
16
Web ADI Custom Import Build Units
Transfer process
Unix script
Custom temporary table
Load control file
Custom program (maybe)
Registered concurrent program
Web ADI integrator setup
Web ADI layout setup
17
Web ADI Components

Integrator
(setups point
to API)
Spreadsheet
Oracle API
Data
Tables
Or,
If the Oracle API input is too complicated.
Custom API
Spreadsheet
Integrator
(setups point
to custom API)
Oracle API
Data
Tables
18
Creating a Custom Integrator

Perform one-time Web ADI setup and some security setups.
Identify the Oracle provided API you will be using. This will be a procedure
within a package.
hr_job_api.create_job
hr_position_api.create_position
Determine if you need a custom wrapper. You may need a custom wrapper if:
The API uses internal ids that would mean nothing to the user. i.e.
organization_id or job_id.
The integrator needs logic like; if the record does not exist create it,
otherwise update it.
The integrator needs to call multiple APIs like first create the entry and then
create the entry values.
Write wrapper if you need it.
Set up the Integrator
Create the integrator
Create a function for the integrator
Add the function to your menu
Associate the function to the integrator
Define the layout(s)
19
Example 1:
Create Jobs Integrator
Purpose: Load Jobs for a one-time conversion to Oracle
Use API hr_job_api.create_job
create_job
(p_validate
in boolean default false
,p_business_group_id
in number
,p_date_from
in date
,p_job_group_id
in number
,p_segment1
in varchar2 default null
,p_segment2
,p_segment3
,p_attribute1
,p_job_definition_id
in out nocopy number
,p_name
out nocopy varchar2
)
Looking at the procedure definition, only a few parameters are required and
most are meaningful to an analyst doing the conversion.
Not creating a wrapper.
20
Example 1:
Create the Integrator
Web ADI uses Web ADI spreadsheets to load integrator
definitions.
Responsibility: Desktop Integration
Menu Option: Create Document
Select Integrator: HR Integrator Setup
21
HR Integrator Setup Spreadsheet
Use the spreadsheet to define an integrator.

Associates the integrator and the API
22
HR Integrator Function Setup
Create a form function in Application Developer responsibility. (copy one of

Oracles)
Add it to your menu.
Use the spreadsheet created with HR Maintain Integrator Form Function
Integration.
Associates the integrator and the function.
23
HR Integrator
What weve done so far
Create integrator name
Associate integrator with an API
Create a function, put on menu
Associate integrator with a function
Next
Create a layout
Use it
24
HR Integrator Layout

Menu Option: Define Layout
Select your integrator
25
HR Integrator Layout - cont
Name your layout

Can have more than one layout for each integrator.
26
NOW,
THIS IS COOL!
27
HR Integrator Layout - cont
The parameters from the API (magically) appear.

28
HR Integrator Layout cont
Add
constants and
defaults
Specify what should

appear as columns
Select which should appear in your spreadsheet and where (header

or line).
29
Create a Spreadsheet

Menu Option: Create Document
Select Integrator: Your Integrator
Complete the information.
Upload the data.
30
Example 2:
Element Entries Integrator
Purpose: Load Element Entries through a spreadsheet
Use multiple APIs
pay_element_entry_api.create_element_entry
pay_element_entry_api.update_element_entry
To call these we need to:

Decode element and input value names
Determine if the element already exsits
Need to create a wrapper.
31
Create a Wrapper
Wrapper
PROCEDURE dpl_create_element(
p_effective_date
in date
,p_employee_number
in varchar2
,p_element_name
in varchar2
,p_entry_type
in varchar2
,p_input_value_1
,p_input_value_2
,p_input_value_3
,p_input_value_4
,p_input_value_5
,p_entry_value1
,p_entry_value2
,p_entry_value3
,p_entry_value4
,p_entry_value5
Wrapper
Calls
Oracle APIs
Oracle API
pay_element_entry_api.create_element_entry
(
p_effective_date
=> l_effective_date
,p_business_group_id => l_business_group_id
,p_assignment_id
=> l_assignment_id
,p_element_link_id
=> l_element_link_id
,p_entry_type
=> l_entry_type
,p_input_value_id1
=> l_input_value_id1
,p_input_value_id2
,p_input_value_id3
,p_input_value_id4
,p_input_value_id5
,p_entry_value1
=> p_entry_value1
,p_entry_value2
=> p_entry_value2
,p_entry_value3
=> p_entry_value3
,p_entry_value4
=> p_entry_value4
,p_entry_value5
=> p_entry_value5
,p_entry_value6
=> p_entry_value6
Wrapper
Performs logic
Converts user data entered on the spreadsheet to the ids and formats needed by Oracle API
Employee number is converted to assignment id.

Element Name is converted to element link id.
Calls Oracle API

The wrapper becomes a new API
Create an integrator to use the wrapper
32
Integrator for the Wrapper
Define the integrator to call your procedure (wrapper).

Perform other setups for function and menu.
Create layout.
33
End Result
The spreadsheet columns are the wrapper parameters.

Complete the spreadsheet and perform the upload.
Integrator -> Wrapper -> Oracle APIs
34
Other Options
Load Open Interface Tables
Spreadsheet
Integrator
Custom
Procedure
Oracle Open
Interface
Table
Oracle Open
Interface
Custom
Procedure
Custom
Interface
Table
Custom
Interface
Load Custom Interface Tables
Spreadsheet
Integrator
35
Additional Features
Integrators can be equipped to:
Export data from Oracle
Use lists of values
Error handling and Debugging WEB ADIs
Associate with Oracle forms Tools/Export
36
Using List of Values

Creating Independent Value sets based on a View:
Step #1 Create a View.
Create or replace view XX_Yes_NO_v as
select 'Y' Code, 'Yes' Description from dual
union
select 'N' Code, 'No' Description from dual
Step # 2. Associate View to a Integrator Field:
DECLARE
BEGIN
BNE_INTEGRATOR_UTILS.CREATE_TABLE_LOV
(P_APPLICATION_ID => 275, -P_INTERFACE_CODE => 'GENERAL_724_INTF', --'GENERAL_663_INTF', -P_INTERFACE_COL_NAME => 'P_BILLABLE_FLAG', -P_ID_COL => 'code', -- LOOKUP CODE UPLOADED -P_MEAN_COL => 'code', -- Shown in sheet -P_DESC_COL => 'description',
P_TABLE => 'XX_Yes_NO_v',
P_ADDL_W_C => 'code is not null',
P_WINDOW_CAPTION => 'Load Types',
P_WINDOW_WIDTH => 450,
P_WINDOW_HEIGHT => 300,
P_TABLE_BLOCK_SIZE => 10,
P_TABLE_SORT_ORDER => 'yes,no',
P_USER_ID => 2,
P_POPLIST_FLAG => 'N'
);
END;
37
Using List of Values

Creating Dependent Value sets based on a Java Code:
Step #1 Create a View.
/apps/comn/java/classes/oracle/apps/pa/webadi/utilities/
SQL Class Files - Ex: XXCitySql.class
/apps/comn/java/classes/oracle/apps/pa/webadi/integrator/component/
Component Class Files - Ex: XXCityComponent.class
/apps/comn/java/classes/oracle/apps/pa/webadi/integrator/validators/
Validator Class Files - Ex: XXCityValidator.class
Step # 2. Associate Java File to a Integrator Field:

DECLARE
BEGIN
BNE_INTEGRATOR_UTILS.CREATE_JAVA_LOV
(P_APPLICATION_ID
=> 275,
P_INTERFACE_CODE
=> 'GENERAL_723_INTF',
P_INTERFACE_COL_NAME => 'CITY_NAME',
P_JAVA_CLASS
=> 'oracle.apps.pa.webadi.integrator.component.XXCityComponent',
P_WINDOW_CAPTION => 'Cities List',
P_WINDOW_WIDTH => 450,
P_WINDOW_HEIGHT => 300,
P_TABLE_BLOCK_SIZE => 10,
P_TABLE_COLUMNS
=> NULL,
P_TABLE_SELECT_COLUMNS => NULL,
P_TABLE_COLUMN_ALIAS => NULL,
P_TABLE_HEADERS
=> NULL,
P_TABLE_SORT_ORDER => 'yes,no', -- sortable by meaning, not description-P_USER_ID => 2 );
END;
38
Debugging WEB ADI Integrators

1. Error handling in Wrapper PL/SQL Programs
raise_application_error (-20001, v_error_message);
Or
FND_MESSAGE.CLEAR;
FND_MESSAGE.SET_NAME('BNE','WEBADI_ERROR');
FND_MESSAGE.SET_TOKEN('MSG','Error');
fnd_message.raise_error;
2. To Debug WEB ADI System Errors
1. Set the following System Profile Options to enable Debug:
BNE Server Log Filename : bne.log
BNE Server Log Level : TRACE
BNE Server Log Path : /usr/tmp *** Set this Profile option at Site level
only
2. Bounce back Apache server.
3. Reproduce the issue.
4. Investigate the Logfile for the cause.
5 Set the Log level to INFORMATION Macro Settings
39
Debugging Continued
1. Functional Setup Test through BNE Admin Servlet
BNE Admin Servlet.
http://<server_name>:<server_port>/oa_servlets/oracle.apps.bne.framework.BneAdminServlet
The servlet provides BNE Code Level, Java Version and Log
Information.
2. A Basic QUICK Test

Run this basic WebADI test to see if WebADI is functioning:
1. Make sure that to have the Oracle Web ADI Responsibility added to the sysadmin user.
2. Verify the Menu associated with the Oracle Web ADI responsibility is "Web ADI Menu (1)
3. Add the function such as HR Integrator Setup/ "Daily Rates Web-ADI Spreadsheet" to the "Web ADI Menu (1)"
menu.
4. Check the concurrent request and verify that the menus recompiled successfully.
5. Logout and back in, then run this WebADI Test:
Responsibility = Oracle Web ADI > Create Document >
Viewer = Excel 2000
Next
Integrator = HR Integrator Setup/ General Ledger - Daily Rates
Next
Continue to accept the defaults and click on Next until the document is created.
Does this complete successfully?
40
WebADI Viewlets
The following WebADI Viewlets are available to download from MOS for HR
Integrator Setup.
Patch 3196431 - Disabling integrators

Patch 4125542 - Creating standalone integrators
Patch 3196360 - Mail merge example
Patch 3196357 - Upgrading ADE to Web ADI
Patch 3196355 - Download example
Patch 4125537 - Creating integrators
Patch 4112747 - Associating Form Functions with integrators
41
Gotchas
Pop-up blocker can block Web ADI
Excel can not be open when you are creating a
spreadsheet.
Macro security in Excel must be medium and VB
must be allowed.
Error handling with Web ADI look at seeded
integrators for examples.
Protection on the Web ADI sheets is difficult.
42
Macro Security Settings for Excel 2007

& 2010 with Oracle E-Business Suite
Perform the below steps for the E-Business Suite WebADI component to
function properly in Excel 2007 & 2010:
You need to change security option for Excel 2007 or Excel 2010 and IE.
1. Go to Internet Explorer --> Tools --> Internet Options -->Security Tab->Custom Level and change "Initialize and script ActiveX control not marked as
safe for scripting" to "Prompt"
2. Go to Internet Explorer --> Tools --> Internet Options -->Security Tab->Custom Level and change "Allow status bar updates via script" to "Enable"
3. Open Microsoft Excel --> Tools --> Macro-->Security --> Change Security
Level to "Medium"
4. Microsoft Excel --> Tools --> Macro-->Security --> Trusted Publishers Tab
and turn on "Trust access to Visual Basic Project
Now Logon to Oracle E-Business Suite --> Oracle Web ADI Responsibility and
try to create document using "Create Document" option.
43
Notes of Interest
360105.1 Understanding and Using Web ADI in Oracle HRMS Includes A Step by Step Guide to Creating HRMS Integrators
228527.1 - "Web ADI for Oracle HRMS Implementation and
Configuration Information"
Web ADI Implementation Guide - bne115ig.pdf
Web ADI User Guide - bne115ug.pdf
Installing, Configuring and Troubleshooting Web AD [ID 417692.1 ]
Application Desktop Integrator (ADI) - FAQ [ID 106667.1]
How To Install The Base ADI and Rollup Patches On A User PC? [ID
821153.1]
What Patches Should be Applied for Installing WEB ADI [ID 197199.1]
Web ADI Tips for Troubleshooting [ID 390476.1]
Note: 144270.1 - How to Find ADI (Applications Desktop Integrator)
Patches on My Oracle Support?
Note: 184090.1 - How to Find and Download the Latest Applications
Desktop Integrator (ADI) Patches via Metalink
44
Notes of Interest.. Contd..
Note: 382973.1 - How to Get the Latest Version of ADI Patches From Metalink
How to Find the Latest Version of the Application Desktop Integrator (ADI) [ID 164232.1]
To find-out the version of 'Web ADI' , there are two methods

Method : 1
+. Login to Oracle E-business Suite and using 'Web ADI' , create a Document.
+. When Excel is launched with the created Document, a Menu is created on the Toolbar in
Excel called Oracle (in between Data and Window).
+. From the Oracle menu select "About". A pop up window is displayed with the version of
'Web ADI' (something like 8.x.x.x)
Method : 2
+. Login into E-business Suite as System Administrator
+. Once the Home Page is up, paste the URL below into the same Browser window
(replace hostname,domain and portnumber as applicable)
BNE ADMIN Servlet for 11i

http://hostname:portnumber/oa_servlets/oracle.apps.bne.framework.BneAdminServlet
BNE ADMIN Servlet for 12
http://hostname:portnumber/OA_HTML/BneAdminServlet
45
Clearing the OA Framework Cache
Responsibility: Functional Administrator

Navigation Path:
Core Services => Caching Framework => Global Configuration => Clear All
Cache
ML Note: How To Clear The Cache Using Functional

Administrator? 759038.1
WARNING: Clearing the OA Framework cache in a PRODUCTION instance can cause data issues if multiple users
are engaged and transacting data in the application at the time cache is cleared. Please only utilize this in Production if
advised by Oracle Support Services or Oracle Development.
46
Clearing the Web ADI Cache

Sometimes after creating an Integrator it is not available in the Create
Document menu option
ML Note: 799646.1 Integrator Not Available In Create Document List
After Form Function Association
Enter the following URL into your browser:
http://<server>:<port>/OA_HTML/BneAdminServlet?bne:action=cache-clear
Then press the back button to get back to the Navigator page and
continue working
47
Summary
Custom Web ADI allow you to create Excel extracts easily
Custom Web ADI also allows you to simplify the steps for data
uploads to the E-Business Suite
Realize that this is a fairly new tool and undergoing many
enhancements on a frequent basis
It might be a little rough around the edges and the
documentation might be a bit on the light side
I will be updating this presentation as I continue work on this for
my client and prepare for presenting it at Collaborate11
48
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To Get
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Achieve resolution faster
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Get even more through connection
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&type=ATT&id=1385165.1:DISCOVER
ACT Get Proactive

Access proactive capabilities available for your products
by visiting the product pages at My Oracle Support;
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Contact the Get Proactive team

today for help getting started
get-proactive_ww@oracle.com
49
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Copyright 2013, Oracle and/or its affiliates. All rights reserved.

Future Advisor Webcasts

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

Safe Harbor Statement

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

<Insert Picture Here>

WEB ADI Excel Upload

Web ADI Integrators

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

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

Web ADI History

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

Web ADI Basic User Process

Populate or change the spreadsheet

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

Create a Spreadsheet from a Form

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

A spreadsheet is created and populated from the screen.

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

Upload from a spreadsheet

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

Upload from a spreadsheet

After upload you see the success or failure of your data.

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

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

Traditional Custom Import Process

Create a flat file

Read temp table and loop through records

Method to correct/clear errors

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

Traditional Custom Import Build Units

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

Web ADI Import Process

Create a flat file

Read temp table and loop through records

Method to correct/clear errors

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

Web ADI Custom Import Build Units

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

Web ADI Components

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

Creating a Custom Integrator

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

HR Integrator Setup Spreadsheet

Use the spreadsheet to define an integrator.

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

HR Integrator Function Setup

Create a form function in Application Developer responsibility. (copy one of

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

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

Responsibility: Desktop Integration

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

HR Integrator Layout - cont

Name your layout

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

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

HR Integrator Layout - cont

The parameters from the API (magically) appear.

HR Integrator Layout cont

Specify what should

Select which should appear in your spreadsheet and where (header

Responsibility: Desktop Integration

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

To call these we need to: