Customer Downloads. If you already have a commercial license, you should download your software from the Oracle Software Delivery Cloud, which is specifically designed for customer fulfillment. For patches, see My Oracle Support. Jul 17, 2019 Oracle Applications Desktop Integrator - Version 12.0.0 to 12.2.8 Release 12 to 12.2 Oracle Web Applications Desktop Integrator - Version 12.0.0 to 12.2 Release 12 to 12.2 Information in this document applies to any platform. How do you get the Oracle 'Add-in' for Web ADI added to Excel 2007 in R12?
Desktop Integration Overview
Web Applications Desktop Integrator (Web ADI) is a self-service Oracle application, accessed using a browser. The Web ADI software is not installed on individual client machines, as the processing takes place on the server rather than on individual client PCs.
Web ADI generates Microsoft Excel or Word documents on your desktop, and downloads the data you have selected from the application. You can modify the data in the Microsoft Excel or Word documents, working either online or offline, and upload the data using Web ADI.
How Web ADI works
Configurable layouts determine the appearance of the spreadsheet or word processing document. System administrators can restrict the fields that users access in the spreadsheet, and can create different layouts for different users. Experienced users can also create their own layouts to include just the fields they need.
Web ADI is used in HRMS forms, such as Person, Assignment, People and Assignment folders, and Salary Approvals, in letter requests, in the Rapid Implementation Workbench, for reports in the Compensation Workbench, and for configuring links in Knowledge Integration.
See: Data Download and Upload using Web ADI
Alternatively, you can use the concurrent processing method to set up your standard letters. With concurrent processing, you generate and review your letters without interrupting other work you perform at your computer. You can control when a concurrent process runs and schedule long-running processes to run at times when the system is not busy.
There are two methods of using concurrent processing to set up your standard letters:
See: Concurrent Processing
Desktop Integration
You can download data from your Oracle HRMS application to spreadsheets or word processing documents on your desktop using Web ADI.
Can you download data from a window in Oracle HRMS?
Yes. Oracle HRMS is supplied with certain windows already set up to enable you to download data. In addition, your system administrator can configure the system so that you can download from other windows in the Professional User Interface (Forms interface).
Can you modify data downloaded from Oracle HRMS windows and upload the modified data back to the application?
Yes, provided that the system has been configured to enable upload, and that you have the appropriate upload access rights.
Can you upload data from legacy systems using Web ADI?
Yes. By incorporating a text file into the spreadsheet you create using Web ADI, and then uploading the data to the database, you can upload data from legacy systems.
Does Web ADI check that information is not being overwritten when you upload?
Yes. Error checking is carried out by the Application Programmatic Interfaces (APIs) used to upload the data. If errors are found, the data is not uploaded to the Oracle database.
Can you create standard letters using data from Oracle HRMS?
You can generate standard letters by downloading employee data into a template letter to form a mail merge letter. You can also save the template letter in the Oracle application database.
Do you need a separate licence for Web ADI?
No. Web ADI is available when you purchase Oracle HRMS.
Can you reuse ADE information with Web ADI?
Much of the information required by Application Data Exchange (ADE) can be converted for use with Web ADI. Views that you have created for use with ADE can be reused, and ADE style information can be converted to a format suitable for use by Web ADI.
Do you need to install Web ADI on individual user PCs?
No. Unlike ADE, Web ADI does not require separate installation on client PCs.
What types of standard letter can you create?
Standard letters enable you to manage your enterprise's recruitment or enrollment activities more easily. Using Oracle Human Resources or Oracle Learning Management (OLM), you can issue standard letters to applicants and students respectively, triggered by changes in assignment or enrollment status. For example, you can set up a standard enrollment confirmation letter that is triggered when a student's enrollment status is set to Placed, or you can set up a rejection letter that is triggered when an applicant's assignment status is set to Rejected.
Here are a few examples of letters you can set up to help you to manage recruitment or enrollment activities:
Implementing Web ADI for use with Oracle HRMSImplementing Web ADI for use with Oracle HRMS
The following implementation steps are required to implement Web ADI for use with Oracle HRMS.
See also the Oracle Web Applications Desktop Integrator Implementation and Administration Guide.
HR: Enable Web ADI Integration Profile Option
In the System Profile Values window, the HR: Enable Web ADI Integration profile option default is Yes. The Web ADI pages open when you choose the Export Data icon on the toolbar of an HRMS window.
To use Application Data Exchange (ADE) instead of Web ADI, change this profile option to No at Site level. This change enables the Export Data icon to launch Application Data Exchange (ADE) software.
Web ADI Menu Options
Macro Security Settings in Microsoft Excel
Web ADI integration with Microsoft Excel enables you to download, view, edit, and to create Oracle HRMS data. After editing the spreadsheet, you can use the Web ADI Integrator validation functionality to validate the data before uploading it to Oracle HRMS.
You must set the appropriate macro security settings in Microsoft Excel for Web ADI Integrator to work with Microsoft Excel. For more information, see: Selecting Macro Security Settings in Microsoft Excel topic in the Oracle Web Applications Desktop Integrator Implementation and Administration Guide
Data Download and Upload Using Web ADIData Download and Upload Using Web ADI - Overview
You can download data from your Oracle HRMS application to spreadsheets or word processing documents on your desktop using Web ADI.
You can query the data in a window, download the queried data to your desktop, and view the data in spreadsheet format or in a word processing document.
In some cases, you can manipulate the data you have downloaded and upload your changes to Oracle HRMS. Validation of the data takes place by the Application Programmatic Interfaces (APIs) used to upload the data, and any errors are flagged. If errors occur, no data is uploaded to the database.
You can create a mail merge by downloading the data directly into a template letter.
You can create an empty spreadsheet and enter new data or import data from a text file, and then upload the data to Oracle HRMS. The data is validated using the usual HRMS validation.
Standard Oracle security is maintained.
Note: Oracle Configuration Workbench provides a new framework to use spreadsheets. This framework provides additional capabilities such as customizing and downloading of spreadsheets to suite business requirements. See: Overview: Spread Sheets Framework, Oracle HRMS Implementation Guide
Methods of Running Web ADI
You can invoke Web ADI from an icon in an HRMS Professional User Interface window (including OLM windows), or you can launch it directly from a Web ADI self-service menu option.
You cannot invoke Web ADI from the People Management templates, nor the Self-Service HRMS (SSHR) pages, nor the following windows:
In addition, you cannot invoke Web ADI from the Assignment window when you access it by task flow from the Person window.
Note: If you access the Assignment window by task flow from the Person window, you will not be able to invoke Web ADI from that Person window for the current person query. To restore Web ADI function, perform the query in the person form again.
You can invoke Web ADI from the Assignment window when you access it directly from the Navigator.
Your access to Web ADI depends on the access rights set up for your responsibility.
Integrators
The functionality available with Web ADI depends on the information stored in an 'integrator'. Each integrator contains all relevant information about a particular data download, upload, or create process, such as whether you are downloading data from an HRMS window, from a Web ADI self-service window, or from the Request Letter window. It also specifies whether you can download one-way or whether you require the ability to upload edited data again, whether the data is being downloaded into a mail merge, and so on. The integrator details also indicate whether you can use it to create new data or just update existing data.
When you create your spreadsheet or word processing document using Web ADI, you select an appropriate integrator, and Web ADI handles the transfer and validation of data accordingly.
Predefined Integrators
Oracle HRMS supplies some sample integrators that enable you to download data from the following windows and folders for reporting or analysis purposes:
Using the HR Update Salary Proposals integrator, you can edit the downloaded data and upload it to HRMS. The remaining four sample integrators support data download only.
Note: These five predefined integrators demonstrate the supplied function but are not supported solutions, and you cannot create your own layouts for these integrators. However, you can create your own integrators to enable download and upload of HRMS data.
See: Configuration of Data Download and Upload
Key Concepts
An understanding of the following terms may assist you in downloading and uploading data between Oracle HRMS and your desktop using Web ADI.
API
Application Programmatic Interfaces, used to upload data to the Oracle Applications database. APIs handle error checking and ensure that invalid data is not uploaded to the database.
Content
When you create a spreadsheet or word processing document, the layout defines the columns that appear in the document and the content identifies the data in the document. Content is usually downloaded from the Oracle application database, so that the spreadsheet contains the data you have queried from a window in Oracle HRMS. You can also create a spreadsheet with no content, so that you can enter new data using the spreadsheet and upload it to the application. Another method is to bring in the content of the spreadsheet from a text file on your desktop. This enables you to upload the data from the text file to the application, for example to upload legacy data or information from third-party applications to Oracle HRMS.
Download
This is the process of transferring data from the Oracle HRMS application to your desktop (the original data remains in the application database).
Integrator
An integrator defines all the information that you need to download or upload from a particular window or database view or for a particular purpose (the type of integrator determines the purpose for which you can use it). Your system administrator can set up the appropriate integrators depending on whether you want to download for reporting or mail merge purposes, or in order to manipulate the data and upload it again.
Interface
A Web ADI term for the item that specifies the columns to be transferred from the Oracle applications database to your desktop or vice versa. In HRMS, interfaces can be views (for downloading data) or APIs (for uploading data). The integratorincludes all the columns that are available in the interface, whereas the layout specifies only those that the user needs to see.
Layout
A layout identifies the columns to appear in a spreadsheet or Word document. A single integrator can have multiple layouts for different purposes. If more than one layout is available for an integrator, you select a layout when you create a document. If only one layout is available, the application selects it for you automatically.
Mapping
If you are bringing in data from a text file to Oracle HRMS using a spreadsheet created in Web ADI, you need to map the columns in the text file to the application's tables and columns. When Web ADI creates the spreadsheet, it ignores any columns from the text file not included in the mapping.
Template Letter
This is a form letter or skeleton letter that acts as the basis for creating mail merge letters. The template letter contains the standard text, and also contains field codes, which are replaced by data from the application during the mail merge process.
Upload
This is the process of transferring the data from a spreadsheet on your desktop back to the Oracle HRMS application, overwriting the existing data in the application database. This process can take place only if Web ADI created the spreadsheet.
View
A view is an example of an interface that you can use to download data from the application to a spreadsheet. The integrator definition includes the name of the view. Views to access many windows are already available with Oracle HRMS. System administrators can create additional views if necessary.
Viewer
A viewer is a desktop application, such as a spreadsheet or word processing tool, that you use to view the data downloaded from Oracle HRMS.
Data Download Using Web ADI
You can download data from your Oracle HRMS application to a spreadsheet or word processor on your desktop. You can then use the features of your spreadsheet or word processing tool to manipulate data for analysis and reporting purposes.
Note: When you download data from a spreadsheet, you have to select the appropriate security setting for macros in Microsoft Excel. See: Selecting Macro Security Settings in Microsoft Excel topic in the Oracle Web Applications Desktop Integrator Implementation and Administration Guide
You can download from within a window in the HRMS Professional User Interface (including OLM windows), or directly from a Web ADI self-service page.
You can save the spreadsheet that you have created and return to it later. The spreadsheet includes all the data you have downloaded. You can refresh the data without creating a new spreadsheet by carrying out a new download directly from the spreadsheet, without recreating the spreadsheet.
See: Data Upload Using Web ADI and Letter Generation Using Web ADI
Downloading from an HRMS Window
This method enables you to use the query you enter in the window to specify the records to download.
Downloading from a Self Service menu Function
This method enables you to apply values at runtime so that you can specify the records to download.
Downloading an Empty Spreadsheet
You can download an empty spreadsheet from the ADI web page (that is, containing the columns you want, but no data), and then use the spreadsheet to enter new data.
Downloading an Empty Spreadsheet and Incorporating Data from a Text File
You can download the structure of your spreadsheet using Web ADI, but instead of downloading the content of the spreadsheet from the applications database, you can incorporate a text file in the spreadsheet as you create it, and then upload the data from the text file to the database. See: Data Upload Using Web ADI
Format of Text files
Text files must be in delimited format, separated by commas or other standard characters. You can use text files that include or exclude headings in the first line.
Data Upload Using Web ADI
You can use Web ADI to upload data that you have previously downloaded to a spreadsheet, or data that you have entered in an empty spreadsheet. You can do this only if the spreadsheet was created using an upload integrator.
Note: When you upload data from a spreadsheet, you have to select the appropriate security setting for macros in Microsoft Excel. See: Selecting Macro Security Settings in Microsoft Excel topic in the Oracle Web Applications Desktop Integrator Implementation and Administration Guide
Features of Data Upload
You can only upload data using an integrator that has been created for this purpose (for example, the HR Update Salary Proposals integrator available from the Salary Management folder). You must specify at the time you download the data that you intend to upload it again, by unchecking the Reporting check box. You must also have access to a responsibility that gives you access rights to upload data as well as download it.
Data to be uploaded is validated before the upload occurs. You must ensure that you enter values in all mandatory fields, so that validation is successful when the data is uploaded to the application. If you do not, the data is not uploaded, and an error message appears in the Messages column in the spreadsheet for the record with the invalid data.
For example, if you are using the HR Update Salary Proposals integrator, you must enter values in the Proposed_salary and Change_date fields, as a minimum, for any row you want to upload. If your organization has created its own integrators for uploading data, your system administrator can tell you which fields you must enter.
When you change any field in the spreadsheet, the row is flagged for upload. By default, only flagged rows are uploaded. You can change this setting so that all rows are uploaded.
Letter Generation Using Web ADI
You can generate mail merge letters from Oracle HRMS using Web ADI.
Web ADI retrieves the data and downloads it directly into a template letter (which you can also store in the Oracle applications database) to form the mail merge.
When you create a document for a mail merge, ensure that you select Word as the viewer, and check the Reporting check box.
Your system administrator must set up integrators to enable the letter generation to take place.
In addition, the layout associated with the letter generation process must have the same name as the letter created in the Letter window in the Oracle HRMS application. This associates a letter with an assignment status in Oracle HRMS or an enrollment status in OLM, and links the letter to the layout.
Configuration of Data Download and Upload Using Web ADI
You can create integrators to download and upload data from Oracle HRMS windows or directly from Web ADI, create merge letters, and upload data from text files.
Views for Web ADI
Depending on the information you want to download, you may need to create new views for use with Web ADI. You can use existing HRMS views, if appropriate.
To identify a view used by a window in Oracle HRMS, display a record in the window, and select Help > Diagnostics > Examine from the menu. In the Examine Field and Variable Values dialog box, select SYSTEM in the Block list of values and LAST_QUERY in the Field list of values. Scroll through the SQL query that appears in the Value field to obtain the view name.
Note: If you define a new view for downloading data from a form, the new view must include at least the same columns as the view used by the form. This restriction is necessary because the integrator uses the query you use in the window to restrict the data. If the query restricts on columns that do not appear in your view, the query fails.
APIs for Web ADI
The seeded HR Update Salary Proposals integrator, available from the Salary Management folder, uses the HR_UPLOAD_PROPOSAL_API.
The details of APIs that you can use for uploading data are available in the Oracle Integration Repository. See: Oracle Integration Repository Overview, Oracle Integration Repository User Guide .
Note: HRMS APIs use IDs in their parameters rather than user-friendly data. Therefore, when you define Upload or Update Integrators, write wrapper packages to convert or preprocess the data before calling the APIs.
Integrators for Web ADI
To enable users to download, create merge letters, or upload newly created or updated data, either from within an HRMS window or direct from Web ADI, you need to create integrators of the appropriate types.
To create new integrators, you use the Create Document menu option in Web ADI to create an empty spreadsheet containing all the columns you need to fill in to create an integrator. Oracle supplies an integrator for this purpose: the 'HR Integrator Setup' integrator. You then enter the relevant data into the spreadsheet and upload it to the database.
You can apply a restriction to a standalone integrator using the 'HR Create Standalone Query' integrator, and you can update a runtime restriction using the 'HR Maintain Standalone Query' integrator.
You can disable Integrators using the HR Disable Integrator integrator.
Note: This integrator does not disable integrators created for the HRMS Application which are delivered with the application. Therefore, if you create your own integrator, you should specify your own custom application name when creating the new integrator, so that you can disable it if required.
So that your users can easily identify the integrator they need to use, use a standard naming convention for the integrators. For example, names could begin with HR, include the name of the window or a clear indication of the type of information they contain, and indicate whether they are for download only, download and upload, or letter generation.
For information about defining standalone queries, see: Defining Standalone Integrator Queries
For information about maintaining standalone queries, see: Maintaining Standalone Queries
For information about disabling queries, see: Disabling Standalone Integrator Queries
Layouts for Web ADI
To use the integrator, you must set up at least one layout. If there is more than one layout, users must choose one. Ensure that the layout contains all mandatory fields and any other fields the user will need.
You should ensure that the name of the layout gives a clear indication of its purpose.
Additional Information
For information about setting up and configuring Web ADI, see the Oracle Web Applications Desktop Integrator Implementation and Administration Guide .
Controlling Access to HRMS Web ADI Integrators
You control access to HRMS Web ADI integrators using standard system-administration form functions and menus.
Controlling Access to Predefined Integrators
HRMS provides form functions for the predefined integrators. HRMS also automatically adds the form functions for some predefined integrators to the seeded menus from which they are accessed. The menus HR ADI Seeded Integrator Form Functions and HR ADI Skills Seeded Integrator Form Functions include the remaining form functions for predefined integrators. You can add these form functions to menus simply by adding the seeded menus HR ADI Seeded Integrator Form Functions and HR ADI Skills Seeded Integrator Form Functions (without the prompts) to any menu you use to access them. Alternatively, you can modify copies of the seeded menus and add them to existing menus, or you can add selected Web ADI functions directly to existing menus.
If you fail to add the predefined form functions to menus, the message 'You do not have permission to access this functionality' appears when you select an integrator.
The following table shows the predefined integrators and their associated form functions in menu HR ADI Seeded Integrator Form Functions (HR_ADI_CAG_FORM_FUNCTIONS):
The following table shows the predefined integrators and their associated form functions in menu HR ADI Skills Seeded Integrator Form Functions (HR_ADI_SKILLS_FORM_FUNCTIONS):
Controlling Access to Custom Integrators
Custom integrators, like predefined integrators, must be associated with form functions. Therefore, for custom integrators you must:
For detailed instructions for Step 3, see Controlling Integrator Access
Note that the form function HR Maintain Integrator Form Functions Integrator must be accessible from your menu before you can use the HR Maintain Integrator Form Function Associations integrator. You can associate:
Grouping custom integrators by form function improves integrator administration and gives you finer control over user access. For example, you can:
Controlling Access to Integrators Using Responsibilities
You can restrict access to integrators by responsibility using the HR Create Integrator Responsibility Restriction integrator. If you create a restriction for an integrator, only users who have access via the responsibility can access the integrator. You can link integrators to multiple responsibilities. The restriction applies only when you launch Web ADI from the Professional User Interface (PUI) window.
You can update or remove the restriction using the HR Maintain Integrator Responsibility Restrictions integrator.
Note: Oracle recommends that you control access to integrators using the form functions and menus instead of responsibility restrictions. Use of form functions and menus provides a greater degree of control over user access.
For information about restricting integrators by responsibility, see: Controlling Integrator Access
Upgrade Information for Converting from ADE to Web ADI
This section provides information about upgrading to Web ADI for customers who are currently using Application Data Exchange (ADE) to transfer information between Oracle HRMS applications and desktop tools.
Comparison of Features in ADE and Web ADI
For details of the features available in Web ADI, see: Data Download and Upload Using Web ADI: Overview
The method of operation of Web ADI is different from that of ADE, and terms used in ADE do not always have an exact equivalent. The following table lists terms used in ADE and the equivalent functionality in Web ADI.
Note: Customers converting from older versions of Oracle HRMS and ADE, in which ADE included hierarchy diagrammers, should note that the hierarchy diagrammers functionality is now available from standard windows in the HRMS Professional User Interface.
Additional Features in Web ADI
The following additional features are available in Web ADI:
Prerequisites for Upgrading from ADE to Web ADI
The following information may assist you when upgrading from ADE to Web ADI.
Views
When creating new integrators for use with Web ADI, you may need to create a suitable view. If you have views that you have created for use with ADE, you can reuse these views.
Styles
You can convert existing styles in ADE to Integrators in Web ADI. See: Converting ADE styles to Web ADI Integrators
The conversion process uses the Upgrade from ADE to Web ADI concurrent process. This process is available in the Global SHRMS Reports & Processes request group, attached to the Global Super HRMS Manager responsibility.
Profile Option HR: Data Exchange Directory
Information about ADE styles is stored in an ADE.INI file located on either individual user desktops or a shared drive. The Upgrade from ADE to Web ADI concurrent process uses this file to convert ADE styles to Web ADI integrators.
To use this concurrent process, you need to copy the ADE.INI file to a directory accessible to the Oracle database. The path to this directory must be within the UTL_FILE_DIR setting for your database and must be specified on the HR: Data Exchange Directory profile option.
Downloading Data to your Desktop using Web ADI
You can download data from Oracle HRMS to a spreadsheet or word processor using Web ADI, either from within a window in the HRMS application, or directly from a Web ADI page without accessing HRMS.
See: Data Download Using Web ADI
To download data to a document from an HRMS window
To use integrators from the Web ADI self-service menu
You can download application data to an existing spreadsheet, or download a spreadsheet layout.
Caution: To move within the application, use the application's Back, Next, and Cancel buttons only.
Uploading Data using Web ADI
You can upload data to the Oracle applications database using a spreadsheet created in Web ADI. See: Data Upload Using Web ADI
To upload data from a spreadsheet using Web ADI
Uploading Data from Legacy Systems using Web ADI
Follow these steps to upload legacy data to your Oracle HRMS applications database using Web ADI.
To upload data from legacy systems using Web ADI
System Administrator steps
Defining Standalone Integrator Queries
To define a new query, you must use an existing standalone integrator.
To define a new query
Using your integrator
Maintaining Standalone Integrator Queries
When you have finished defining a standalone query you can use the HR Maintain Standalone Query integrator to update the query.
Using the Maintain Standalone Query integrator
Disabling Standalone Integrator Queries
You can use the HR Disable Standalone integrator to remove access to an integrator.
Controlling Integrator Access
You now control access to integrators using form functions and menus. Before associating the form functions with integrators you need to define your form functions and menus.
Note: When you define your form function select Subfunction in the Type field.
Associating Form Functions with Integrators
Defining responsibility restrictions
Note: Oracle recommends that you control access to integrators using the form functions and menus instead of responsibility restrictions. Use of form functions and menus provides a greater degree of control over user access.
Maintaining Responsibility Restrictions
You can update or remove any restrictions you created for your integrators using the HR Maintain Integrator Responsibility Restrictions integrator.
Creating Word Documents Using Web ADI
Follow these steps to create Word documents by downloading data from the HRMS Professional User Interface windows using Web ADI.
Note: You cannot launch Web ADI from certain Oracle HRMS windows. For a list of these windows, see: the Methods of Running Web ADI section in the Data Download and Upload Using Web ADI - Overview topic
To create Word documents using Web ADI
Defining Mappings in Web ADI
You need to define mappings if you want to transfer data from a text file to a spreadsheet generated by Web ADI in order to upload it to the Oracle application database.
Define Mappings
Creating Mail Merge Letters using Web ADI
Follow these steps to create mail merge letters by downloading data from the Request Letters window using Web ADI.
To create mail merge letters
System Administrator steps
Managing Template Letters Using Web ADI
You can upload template letters to the Oracle applications database, making them available for use by anyone creating a mail merge letter. You can also overwrite an existing template letter with an updated version, and delete unused letters from the database.
To Upload Template Letters
To Overwrite Template Letters
To Delete Template Letters
Creating Links between Template Letters and Layouts
You can create links between template letters in the Oracle HRMS database and the integrator and layout that you want to use to generate mail merges using the template.
To create links between template letters and layouts
To remove links between template letters and layouts
Configuring Web ADI
You can configure Web ADI to use your own integrators for downloading and uploading data between Oracle HRMS and spreadsheets or word processors.
To configure Web ADI
System Administrator steps
Creating Integrators in Web ADI
Creating integrators is a system administration step required to enable download or upload of data from and to windows for which no seeded integrator exists.
Web ADI has two types of integrators:
An Application Integrator links to a specific form. You typically use the form to download HRMS data, using some form restriction, modify the data, and then upload the data.
You use standalone integrators directly from the self-service menu function. These integrators allow you to create new data or download and update existing data. You can set up a query restriction to use at runtime. For Standalone Integrators the form name is GENERAL.
Note: You must not call Application Integrators directly from the self-service menu function. These integrators rely on information passed to them from the form for which they are defined. In addition, you can link custom Application Integrators to Oracle-supplied forms only.
To create an integrator
To upload the integrator
Follow the steps for uploading a spreadsheet. See: Uploading Data using Web ADI
Controlling Access to the Integrator
You must associate at least one form function with the integrator for granting user access. See: Controlling Integrator Access
Note: Your System Administrator must grant access for each new integrator to the Web ADI responsibility. Without this, you cannot create layouts for the integrators.
Defining Layouts in Web ADI
Each integrator must have at least one layout specifying the columns to appear in the spreadsheet.
To define a layout
To save the layout
Converting ADE Styles to Web ADI Integrators
Follow these steps to convert your ADE styles to Web ADI integrators.
To convert ADE styles to Web ADI integrators
Additional Steps for Letter Generation Integrators
Letter GenerationLetter Generation Overview
There are three different methods provided to create standard letters:
Which Method Should You Use?
Use the online method (Web ADI), if you want to generate and review your letters immediately.
Web ADI enables you to generate standard letters and reports by retrieving data and exporting it to a data file that is merged with a standard word processed document. The word processed document includes all the merge fields required to merge the data and the standard text for the letter. Web ADI is fully compatible with Microsoft Word 6.
You can use Web ADI to generate standard letters for recruitment or enrollment by performing a mail merge from the Request Letter window in your application.
Alternatively, you can use the concurrent processing method to set up your standard letters. With concurrent processing, you generate and review your letters without interrupting other work you perform at your computer. You can control when a concurrent process runs and schedule long-running processes to run at times when the system is lightly loaded. Another advantage of using concurrent processing is that you do not need to have Windows 95 or 98, Excel or Lotus 123 installed.
Concurrent Processing
There are two methods of using concurrent processing to set up your standard letters:
Using Word Processors
You can use any word processor to produce standard letters from Oracle HRMS. If you use a word processor, you can submit a concurrent request in the Letter Request window to generate the mail merge file. When the concurrent request is complete, you can use your word processor's mail merge facilities to create the merged letters.
To create standard letters using a word processor, you need to extract the data you want to include in the letters from the Oracle HRMS database. To do this, create a program, such as a SQL*Plus script, to extract the data, which is then stored in a data file. You also write skeleton standard letters using your word processor.
Note: Oracle HRMS supplies SQL*Plus script templates for use with MultiMate, WordPerfect and Microsoft Word. You can copy the SQL*Plus script templates and modify them to create the standard letters you require.
Each time you run your SQL*Plus script, it extracts data to the data file. You then use the mail merge features of your word processor to merge this data with the skeleton standard letters you previously prepared. This merging process creates the actual letters that you send out to students and applicants.
An overview of creating standard letters using a word processor is shown in the following figure.
Using a Word Processor
If you use Microsoft Word as your word processor, not only can you use the concurrent processing method to produce your standard letters, but you can also generate letters online using Oracle Web Applications Desktop Integrator (Web ADI)
See: Letter Generation Using Web ADI page
Using Oracle Reports
As an alternative to using a word processor to produce standard letters, you can use the Standard Letter and Label features of Oracle Reports. Use this method if you do not want to use word processors to print your letters (or if you do not have word processors).
See: Linking the Report with a Letter
Example FilesPERWPOUK Template
The template SQL*Plus script for mail merge letters for Microsoft Word is PERWPOUK.sql. See: Writing a SQL*Plus Script for Microsoft Word
The following section defines the required SQL*Plus environment settings. You should produce this section exactly as you see it when you define your mail merge file.
The following section creates a row in the Application Object Library table (AOL) FND_SESSIONS. This enables the datetrack security views to be accessed for the session.The &2 argument contains the current SQL*Forms session date.You should produce this section exactly as you see it when you define your mail merge file.
The following section has two functions:
The following section defines the mail merge header information. These are the mail merge fields you integrate with your word processed letter. Each mail merge field is delimited by the pre-defined &ch character. Ensure that the field size does not exceed 40 characters and that the field name does not include white spaces. Do not forget that the length in characters of this selected row from sys.dual is the LINESIZE value you specified above.
After selecting your mail merge header information, you must re-set the LINESIZE to the maximum to VARCHAR2 size which is 2000.
The following section is the main SQL*Plus query that generates the mail merge field information. Note that the columns are merged together using the &ch character as the field delimiter.The RPAD function pads out the row of information with # for all white spaces. Without this function, mail merge cannot distinguish when a row/record has ended.The SQL*Plus query in this example is generated from letter requests. Therefore the &1 argument is used to identify which letter_request_id is being generated.
The following section updates the letter request from Pending to Complete (as the example is for letter requests).
The following section deletes the row inserted into FND_SESSIONS.
The following section commits the changes and exits the SQL*Plus session.
PERWPWUK Template
The template SQL*Plus script for mail merge letters for MultiMate or WordPerfect is PERWPWUK.sql. See: Writing a SQL*Plus script for MultiMate or WordPerfect
The following section defines the required SQL*Plus environment settings. You should produce this section exactly as you see it when you define your mail merge file.
The following section creates a row in the Application Object Library table (AOL) FND_SESSIONS. The &2 argument contains the current SQL*Forms session date.You should produce this section exactly as you see it when you define your mail merge file.
After selecting your mail merge header information, you must re-set the LINESIZE to the maximum to VARCHAR2 size which is 2000.
The following section is the main SQL*Plus query that generates the mail merge field information. Note that the columns are merged together using the &ch character as the field delimiter.The SQL*Plus query in this example is generated from letter requests. Therefore the &1 argument is used to identify which letter_request_id is being generated.
The following section updates the letter request from Pending to Complete (as the example is for letter requests).
The following section commits the changes and exits the SQL*Plus session.
OTA SQL*Plus Script
Example SQL mail merge file. See: Writing a SQL*Plus Script for MultiMate or WordPerfect and Writing a SQL*Plus Script for Microsoft Word
The template to produce confirmation letters is OTA.sql.
The following section defines the required SQL*Plus environment settings.You should produce this section exactly as you see it when you define your mail merge file.
The following section creates a row in the Application Object Library table (AOL) FND_SESSIONS. This enables the datetrack security views to be accessed for the session. The &2 argument contains the current SQL*Forms session date.You should produce this section exactly as you see it when you define your mail merge file.
The following section has two functions:
The following section defines the mail merge header information. These are the mail merge fields you integrate with your word processed letter. Each mail merge field is delimited by the pre-defined &ch character. Ensure that the field size does not exceed 40 characters and that the field name does not include white spaces. Do not forget that the length in characters of this selected row from sys.dual is the line size value you specified above.
After selecting your mail merge header information, you must re-set the line size to the maximum VARCHAR2 size, which is 2000.
The following section is the main SQL*Plus query that generates the mail merge field information. Note that the columns are merged together using the &ch character as the field delimiter.The RPAD function pads out the row of information with # for all white spaces. Without this function, mail merge cannot distinguish when a row/record has ended.The SQL*Plus query in this example is generated from letter requests. Therefore the &1 argument is used to identify which letter_request_id is being generated.
The following section updates the letter request from Pending to Complete (as the example is for letter requests).
The following section deletes the row inserted into FND_SESSIONS.
The following section commits the changes and exits the SQL*Plus session
Planning Standard Letter Requirements
Before creating standard letters, you need to identify several things.
To plan standard letter requirements
For example, do you want to link your standard enrollment confirmation letter to the status Placed so that the letter is triggered when you set a student's enrollment status to Placed? Do you want to link your standard rejection letter to the status Rejected so that it is triggered when an applicant's assignment status is set to Rejected?
Writing a SQL*Plus Script for MultiMate or WordPerfect
Oracle HRMS supplies you with SQL*Plus scripts as templates for extracting database information for standard letters. You can copy the SQL*Plus script templates and modify them to create the standard letters you require.
The template scripts Oracle HRMS provides are:
One of the template SQL*Plus scripts (PERWPWUK.sql) is provided as a example. See: PERWPWUK Template
Oracle Training Administration does not provide template scripts, but we provide an example of a Confirmation letter SQL mail merge file. See: OTA SQL*Plus Script
To write a SQL*Plus script for MultiMate or WordPerfect
Writing a SQL*Plus Script for Microsoft Word
Oracle HRMS supplies four SQL*Plus script templates.
You can run the scripts on the server side and make them accessible to other users across the network, or you must copy them to a directory which is accessible from the PC, such as a network drive.
The template scripts that Oracle HRMS provides are:
One of the template SQL*Plus scripts is provided as an example. See: Template SQL*Plus Script PERWPOUK
Oracle Training Administration does not provide template scripts, but we provide an example of a Confirmation letter SQL mail merge file. See: OTA SQL*Plus Script
To write a SQL*Plus script for Microsoft Word
Oracle Adi Download Mp3Registering the SQL*Plus Script
Register your SQL*Plus program with Oracle HRMS. You register your program so that you can run it as a concurrent program. Name the file PERWP*** (or OTAWP***). You must use this prefix for the system to recognize it as a type of letter.
You use the Concurrent Programs window to register your program (using a system administrator responsibility).
See: Concurrent Programs Window, Oracle Applications System Administrator's Guide
Linking the SQL*Plus Script With a Letter
You need to link your SQL*Plus script with a letter and one or more statuses. In Oracle Human Resources, you can link one or more applicant assignment statuses with each recruitment letter. A request for the letter is then created automatically when an applicant is given an associated assignment status. For example, you can link your standard recruitment rejection letter to the status Rejected so that the letter is triggered when you set an applicant's assignment status to Rejected.
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In Oracle Training Administration, you can link one or more enrollment statuses with each enrollment letter. A request for the letter is then created automatically when an enrollment is given an associated status.
Define your standard letter types in the Letter window.
To define a standard letter type
Writing a Skeleton Letter
Write a skeleton letter using your word processor. Include the appropriate merge codes from the data source for the word processor you are using.
Merging Data with Standard Letters
The mail merge feature of any word processor enables you to merge text from the data file you create into a standard letter. Each line in the data file contains the text to merge into one standard letter for one recipient.
Within the program, you can format the data and include the characters that are recognized as separators by your word processor.
A standard letter comprises standard text with a number of embedded variables in it. When you print the letter, the variables are replaced with specific items of data, such as name and address details for different people.
Merging the Data File with the Standard Letter
When the concurrent manager has finished processing a letter request, you can merge the data in the Data File with your skeleton letters.
To merge the data file with the standard letter
Linking the Report With a Letter
You need to link your report with a letter and one or more statuses. In Oracle Human Resources, you can link one or more applicant assignment statuses with each recruitment letter. A request for the letter is then created automatically when an applicant is given an associated assignment status. In Oracle Training Administration, you can link one or more enrollment statuses with each enrollment letter. A request for the letter is then created automatically when an enrollment is given an associated status.
For example, you can link your standard recruitment rejection letter to the status Rejected so that the letter is triggered when you set an applicant's assignment status to Rejected.
Define your standard letter types in the Letter window.
To define a standard letter type
Writing and Registering the Report
You need to write and register the report.
To write and register the report
Requesting Letters/Running the Report
When you, or other users, set the status for an applicant or enrollment that triggers your standard letters, Oracle HRMS creates a letter request automatically, with the status of Pending. It also adds the applicant's or student's name to the request. You can view the pending request and names through the Request Letter window.
Then, when you change the letter request from Pending to Requested, Oracle HRMS runs the report or SQL*Plus script for this type of letter.
Depending on the requirements of your enterprise, you can generate letter requests for every organization within your enterprise or you can generate separate letter requests for each vacancy you define. If you want to generate separate letter requests by a specific vacancy you must select Yes for the HR: Restrict Letter by Vacancy Name or Event profile.
The advantages of restricting the generation of letters to a specific vacancy is that you can process letters for one organization without affecting another organization within your enterprise.
See: User Profiles
You can add further names to the list manually, if required. For example, you might have a last minute acknowledgement letter to send.
You can also create manual letter requests. You do this by entering the status of Pending yourself, then entering all the recipients of the letter before changing the status of the letter to Requested.
To submit an automatic letter request
Note: Consult your installation guide for details of the location Concurrent Manager places the output or data file.
To create a manual letter request
Performing the Next Step
If your letters are produced by Oracle Reports, they are ready for printing. If you use your word processor's mail merge facility, you are ready to merge the data. See: Merging the Data File With the Standard Letter
This chapter covers the following topics:
Overview
Oracle Web Applications Desktop Integrator brings Oracle E-Business Suite functionality to the desktop where the familiar Microsoft Excel, Word, and Project applications can be used to complete your Oracle E-Business Suite tasks. This guide provides instructions on using the Microsoft Excel functionality. For further information on using the Word and Project features, see the Oracle HRMS Configuring, Reporting, and System Administration Guide and the Oracle Projects Implementation Guide.
The Oracle Web Applications Desktop Integrator integration with Microsoft Excel enables you to bring your Oracle E-Business Suite data to a spreadsheet where familiar data entry and modeling techniques can be used to complete Oracle E-Business Suite tasks. You can create formatted spreadsheets on your desktop that allow you to download, view, edit, and create Oracle E-Business Suite data. Use data entry shortcuts (such as copying and pasting or dragging and dropping ranges of cells) or Excel formulas to calculate amounts to save time. You can combine speed and accuracy by invoking lists of values for fields within the spreadsheet.
After editing the spreadsheet, you can use the Oracle Web Applications Desktop Integrator validation functionality to validate the data before uploading it to Oracle E-Business Suite. Validation messages are returned to the spreadsheet, allowing you to identify and correct invalid data.
The fields that appear in the spreadsheet, their positions, and their default values can all be customized through the Oracle Web Applications Desktop Integrator Layout functionality. This allows you to create a more productive work environment by removing unnecessary fields from the spreadsheet, and by organizing the spreadsheet in a way that conforms to your practices.
Key Features
Oracle Web Applications Desktop Integrator includes the following features:
Works Via Internet
Oracle Web Applications Desktop Integrator uses Internet computing architecture to lower the total cost of ownership by having the product centrally installed and maintained. No installation is required on client machines; you need only a Web browser and Microsoft Excel. This architecture also provides superior performance over a WAN or dialup connection, since the exchange between client and server is simplified through the use of HTML.
Presents Oracle E-Business Suite Data in a Spreadsheet Interface
Spreadsheets provide a familiar interface that is common in the business environment. You can use familiar editing capabilities such as copying and pasting data, and moving ranges of cells to create or edit large amounts of data. Recurring data entry is possible by saving a spreadsheet, and then uploading it at needed intervals, such as every month or every quarter. Spreadsheets offer additional flexibility in the way work is done; they can be sent to others for approval or review, and they can be edited when disconnected from a network.
Validates Data
All data in the spreadsheet can be validated against Oracle E-Business Suite business rules before it is uploaded. This includes validation against key and descriptive flexfields. Data is validated against accounts, segment security rules, and cross validation rules. If any errors are found, messages are returned directly to the spreadsheet, enabling you to correct the errors and successfully upload the data.
Enables Customizations
You can use the layout functionality to determine what fields appear in your spreadsheet, where they appear, and if they contain default values. These definitions can be saved, reused, and modified as needed.
Automatically Imports Data
Oracle Web Applications Desktop Integrator automatically imports data into your Oracle Web Applications Desktop Integrator spreadsheets whenever you create them. This information can come from the Oracle E-Business Suite or from a text file. Imported information can be quickly modified in Excel, validated, and uploaded to the Oracle E-Business Suite. This feature can be useful when migrating data from a legacy system to the Oracle E-Business Suite.
Using Oracle Web Applications Desktop Integrator
The Oracle E-Business Suite task you perform on the desktop is determined by the integrator you select in Oracle Web Applications Desktop Integrator. Each seeded integrator is delivered with the Oracle E-Business Suite product that provides the functionality being integrated with the desktop. Additional information specific to each seeded integrator can be found in the product-specific documentation. For additional information about any custom integrators developed at your site using Oracle E-Business Suite Desktop Integration Framework, consult your system administrator.
You can access Oracle Web Applications Desktop Integrator functionality through a Self Service link on your personal home page.
Prerequisites
The following are the prerequisites for Oracle Web Applications Desktop Integrator:
Selecting Macro Security Settings in Microsoft Excel
In Microsoft Excel 2002 and higher, you must select the macro security settings that you want to enable the macros used by Oracle Web Applications Desktop Integrator. You can choose to set a medium macro security level, in which case you are prompted to enable the macros each time you open an Oracle Web Applications Desktop Integrator spreadsheet. Alternatively, you can set the BNE Enable Digital Signature profile option in Oracle E-Business Suite to have Oracle Web Applications Desktop Integrator affix a digital signature to the spreadsheets you create. In this case, you can select a high macro security level in Microsoft Excel. After you initially identify the Oracle Web Applications Desktop Integrator macros as coming from a trusted source, Microsoft Excel automatically allows the macros to run.
Settings for Unsigned Spreadsheets
If you choose not to use digital signatures in Oracle Web Applications Desktop Integrator, then you must set your Microsoft Excel macro security to let you enable macros on a case by case basis. The steps to do so may vary depending on your version of Microsoft Excel. For example:
For Microsoft Excel 2002 or 2003:
For Microsoft Excel 2007:
Settings for Digitally Signed SpreadsheetsOracle Web Adi Download
If you want to use digital signatures in Oracle Web Applications Desktop Integrator, set the BNE Enable Digital Signature profile option to Yes. When this option is set, Oracle Web Applications Desktop Integrator affixes a digital signature to the spreadsheets you create. You can then select a macro security level in Microsoft Excel that requires digital signatures. The steps to do so may vary depending on your version of Microsoft Excel. For example:
For Microsoft Excel 2002 or 2003:
For Microsoft Excel 2007:
Selecting Microsoft Internet Explorer Settings
If you use Microsoft Internet Explorer as your Web browser, select the following downloads setting so that you can download the spreadsheets created by Oracle Web Applications Desktop Integrator to your desktop.
Additionally, if you use Microsoft Internet Explorer 7 or 8, select the following scripting setting so that Oracle Web Applications Desktop Integrator can complete the spreadsheet creation process.
Process Flow for Oracle Web Applications Desktop Integrator
Oracle Web Applications Desktop Integrator uses the following process to upload data to Oracle E-Business Suite:
Accessing Oracle Web Applications Desktop IntegratorSystem Administrators:
System Administrators can access Oracle Web Applications Desktop Integrator functionality from the Desktop Integration responsibility. Use this responsibility to access the following functionality:
System Administrators can also edit mappings and layouts for all integrators.
End Users:
Because Oracle Web Applications Desktop Integrator can be integrated with Oracle E-Business Suite applications according to product-specific business flows, end user access depends on individual product implementations.
Generally, the product implementation follows one of two methods:
Oracle Adi Download Full
See the product-specific documentation for details on accessing the Desktop Integration functionality.
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