© 2006 Solution Beacon, LLC. All Rights Reserved. Workflow Ins & Outs ODTUG KALEIDOSCOPE June, 2006 Susan Behn Solution Beacon, LLC Real Solutions for the Real World.®

© 2006 Solution Beacon, LLC. All Rights Reserved. 2 Objectives Understand Environment required to run Workflow in Oracle E-Business Suite Understand Environment required to run Workflow in Oracle E-Business Suite Compare workflow to earlier versions Compare workflow to earlier versions Gain familiarity with new java based Workflow screens Gain familiarity with new java based Workflow screens Gain familiarity with Oracle Applications Manager (OAM) for Workflow Gain familiarity with Oracle Applications Manager (OAM) for Workflow Gain familiarity with monitoring, setups and troubleshooting Gain familiarity with monitoring, setups and troubleshooting

© 2006 Solution Beacon, LLC. All Rights Reserved. 3 Agenda Workflow Major Changes Workflow Major Changes Workflow Menus Workflow Menus What went where? What went where? Oracle Applications Manager Oracle Applications Manager Troubleshooting and Maintenance Troubleshooting and Maintenance Summary Summary

© 2006 Solution Beacon, LLC. All Rights Reserved. 4 Major Workflow Changes OWF.G – MetaLink Note OWF.G – MetaLink Note  Java mailer replaces c-based mailer  Inbound mailer must be IMAP4  OAM used for WF setup and admin  SMTP outbound mailer embedded in database  Directory Services Implemented  Workflow Control Queue Cleanup Concurrent Pgm  OA Framework Pages replace HTML Pages OWF.H – MetaLink Note OWF.H – MetaLink Note  Vacation Rules Enhancements  Worklist access  More OA Framework Pages  Diagnostic scripts in OAM

© 2006 Solution Beacon, LLC. All Rights Reserved. 5 Workflow Menus

© 2006 Solution Beacon, LLC. All Rights Reserved. 6 Find Notifications - Out Workflow  Find Notifications Workflow  Find Notifications

© 2006 Solution Beacon, LLC. All Rights Reserved. 7 Workflow Administration – Notification Search - In Workflow  Administrator Workflow  Administration  Notification Search Workflow  Administrator Workflow  Administration  Notification Search NEW

© 2006 Solution Beacon, LLC. All Rights Reserved. 8 Find Processes - Out Workflow  Find Processes Workflow  Find Processes

© 2006 Solution Beacon, LLC. All Rights Reserved. 9 Status Monitor - In Workflow  Administrator Workflow  Administration  Status Monitor Workflow  Administrator Workflow  Administration  Status Monitor NEW

© 2006 Solution Beacon, LLC. All Rights Reserved. 10 Notification Rules - Out Workflow  Notification Rules Workflow  Notification Rules  List of item types included ALL item types

© 2006 Solution Beacon, LLC. All Rights Reserved. 11 Notification Rules - Out Workflow  Notification Rules Workflow  Notification Rules

© 2006 Solution Beacon, LLC. All Rights Reserved. 12 Vacation Rules - In Workflow Home Page Workflow Home Page  Vacation Rules Button – create your own vacation rules

© 2006 Solution Beacon, LLC. All Rights Reserved. 13 Vacation Rules - In Workflow Home Page  Administrator Workflow  Administration Workflow Home Page  Administrator Workflow  Administration  Vacation Rules Button – rules for others

© 2006 Solution Beacon, LLC. All Rights Reserved. 14 Vacation Rules - In Workflow Home Page Workflow Home Page  List of Item Types Limited to Received Notifications

© 2006 Solution Beacon, LLC. All Rights Reserved. 15 Vacation Rules - In Workflow Home Page Workflow Home Page Exceptions to other more global rules

© 2006 Solution Beacon, LLC. All Rights Reserved. 16 Vacation Rule ItemTypes Lookup Code – WF: Vacation Rule Item Types Lookup Code – WF: Vacation Rule Item Types If no codes, then Routing Rules limits ItemTypes to those ItemTypes currently running for a user If no codes, then Routing Rules limits ItemTypes to those ItemTypes currently running for a user Application Developer  Application Lookups  Application Object Library Application Developer  Application Lookups  Application Object Library  Query for WF_RR_ITEM_TYPES  Enter the internal name of the ItemType in both the Code and Meaning fields  Description is ignored

© 2006 Solution Beacon, LLC. All Rights Reserved. 17 Vacation Rule ItemTypes Lookup Code – WF: Vacation Rule Item Types Lookup Code – WF: Vacation Rule Item Types

© 2006 Solution Beacon, LLC. All Rights Reserved. 18 Worklist Access - In Workflow Home Page  Worklist Access Workflow Home Page  Worklist Access  Specify who can access your worklist  Grant access to supervisor  Switch User Button accesses another user’s worklist  Notifications are not redirected

© 2006 Solution Beacon, LLC. All Rights Reserved. 19 User Preferences - Out Workflow  User Preferences Workflow  User Preferences

© 2006 Solution Beacon, LLC. All Rights Reserved. 20 User Preferences - In Workflow Home Page – Preferences Button Workflow Home Page – Preferences Button NEW

© 2006 Solution Beacon, LLC. All Rights Reserved. 21 Global Preferences - Out Workflow  Global Preferences Who is the administrator?  Select text from wf_resources where name = ‘WF_ADMIN_ROLE’  Response will be either a specific user name or FND_RESP1:

© 2006 Solution Beacon, LLC. All Rights Reserved. 22 Global Preferences - Out Workflow  Global Preferences Workflow  Global Preferences  Only the workflow admin can view page

© 2006 Solution Beacon, LLC. All Rights Reserved. 23 Global Preferences - Out Workflow Administrator   Pre – default is SYSADMIN   – default is *   If not *, must log in as current administrator to access page   * allows everyone to be administrator   No view only page   Recommend setting to responsibility, not user   System Administrator   Workflow Administrator Web Applications

© 2006 Solution Beacon, LLC. All Rights Reserved. 24 Workflow Administration - In Workflow  Administrator Workflow  Administration Workflow  Administrator Workflow  Administration

© 2006 Solution Beacon, LLC. All Rights Reserved. 25 Workflow Administration - In View only page if not administrator – Security Groups are part of ID MetaLink note – use SQL to update workflow administrator until RUP 3  Workflow Administrator Web (New): update wf_resources set text = 'FND_RESP|FND|FNDWF_ADMIN_WEB_NEW|STANDARD' where name = 'WF_ADMIN_ROLE';  System Administrator: update wf_resources set text = 'FND_RESP|SYSADMIN|SYSTEM_ADMINISTRATOR|STANDA RD' where name = 'WF_ADMIN_ROLE';

© 2006 Solution Beacon, LLC. All Rights Reserved. 26 Launch Processes - Out Workflow  Launch Processes Workflow  Launch Processes

© 2006 Solution Beacon, LLC. All Rights Reserved. 27 Developer Studio - In Workflow  Administrator Workflow  Administration  Developer Studio Workflow  Administrator Workflow  Administration  Developer Studio

© 2006 Solution Beacon, LLC. All Rights Reserved. 28 Developer Studio - In Enter attribute values Enter attribute values Click Submit button Click Submit button

© 2006 Solution Beacon, LLC. All Rights Reserved. 29 Workflow – Add/Find Events/Event Groups - Out

© 2006 Solution Beacon, LLC. All Rights Reserved. 30 Workflow Administration - Business Events - In Events Button Events Button

© 2006 Solution Beacon, LLC. All Rights Reserved. 31 Workflow – Add/Find Systems - Out

© 2006 Solution Beacon, LLC. All Rights Reserved. 32 Workflow Administration - Business Events - In Systems Button Systems Button

© 2006 Solution Beacon, LLC. All Rights Reserved. 33 Workflow – Add/Find Agents - Out

© 2006 Solution Beacon, LLC. All Rights Reserved. 34 Workflow Administration - Business Events - In Agents Button Agents Button  Required agents are now seeded  Create agents for custom requirements  NEW: Agent groups send messages to all in group

© 2006 Solution Beacon, LLC. All Rights Reserved. 35 Workflow – Add/Find Event Subscriptions - Out

© 2006 Solution Beacon, LLC. All Rights Reserved. 36 Workflow Administration - Business Events - In Subscriptions Button Subscriptions Button  More seeded events/subscriptions  Run Synchronize Product Licenses and Workflow BES Licenses’ concurrent program

© 2006 Solution Beacon, LLC. All Rights Reserved. 37 Workflow – Check Event Manager Setup - Out

© 2006 Solution Beacon, LLC. All Rights Reserved. 38 Workflow – Check Event Manager Setup - Out

© 2006 Solution Beacon, LLC. All Rights Reserved. 39 Oracle Applications Manager - In

© 2006 Solution Beacon, LLC. All Rights Reserved. 40 Workflow – Raise Business Event - Out

© 2006 Solution Beacon, LLC. All Rights Reserved. 41 Workflow Administration - Business Events - In Events Button Events Button

© 2006 Solution Beacon, LLC. All Rights Reserved. 42 Workflow – System Signup - Out

© 2006 Solution Beacon, LLC. All Rights Reserved. 43 Workflow Administration - Business Events - In Systems Button  Register External System Systems Button  Register External System

© 2006 Solution Beacon, LLC. All Rights Reserved. 44 Workflow – Get System Identifier - Out Generates XML content to send to other systems Generates XML content to send to other systems

© 2006 Solution Beacon, LLC. All Rights Reserved. 45 Workflow Administration - Business Events - In Systems Button  Generate Local System Identifier Systems Button  Generate Local System Identifier  Generate Button generates XML content to send to other systems

© 2006 Solution Beacon, LLC. All Rights Reserved. 46 Workflow – Event Queue Summary - Out

© 2006 Solution Beacon, LLC. All Rights Reserved. 47 Oracle Applications Manager - In

© 2006 Solution Beacon, LLC. All Rights Reserved. 48 Oracle Applications Manager - In Agent Activity Agent Activity

© 2006 Solution Beacon, LLC. All Rights Reserved. 49 Worklist - Out Worklist – Worklist –

© 2006 Solution Beacon, LLC. All Rights Reserved. 50 Workflow Home - In Home page includes top 5 notifications, vacation rules and worklist access Home page includes top 5 notifications, vacation rules and worklist access

© 2006 Solution Beacon, LLC. All Rights Reserved. 51 Oracle Applications Manager - In Schedule every 12 hours – improves performance

© 2006 Solution Beacon, LLC. All Rights Reserved. 52 Start Background Engine(s) - In Required to have minimum of one Required to have minimum of one Can start Engines through concurrent manager (much easier) or through OAM Can start Engines through concurrent manager (much easier) or through OAM To set up single engine, specify Yes for last 3 options, leave rest blank To set up single engine, specify Yes for last 3 options, leave rest blank Threshold allows scheduling when long running processes start (correlates to cost option in Builder) Threshold allows scheduling when long running processes start (correlates to cost option in Builder)

© 2006 Solution Beacon, LLC. All Rights Reserved. 53 Through Concurrent Manager Process Deferred – Notifications, Cost > workflow engine background cost (default=50) Process Deferred – Notifications, Cost > workflow engine background cost (default=50) Process Timeout – timed out notifications Process Timeout – timed out notifications Process Stuck Process Stuck  Can’t resolve transition value  Not end node and no transition arrow  Loop back to pivot activity set to Ignore

© 2006 Solution Beacon, LLC. All Rights Reserved. 54 Through OAM Click on Go beside Submit Request for Background Engine Step 1 - Name your request Step 1 - Name your request

© 2006 Solution Beacon, LLC. All Rights Reserved. 55 Through OAM Step 2 – Enter Parameters Step 2 – Enter Parameters

© 2006 Solution Beacon, LLC. All Rights Reserved. 56 Through OAM Step 3 - Schedule to repeat Step 3 - Schedule to repeat Click ‘Advanced Schedule’ for more options Click ‘Advanced Schedule’ for more options

© 2006 Solution Beacon, LLC. All Rights Reserved. 57 Through OAM Step 4 – Not applicable Step 4 – Not applicable Step 5 – Enter users to notify of completion status Step 5 – Enter users to notify of completion status Step 6 – Choose printer, style, # copies Step 6 – Choose printer, style, # copies Step 7 – Review summary page of options selected Step 7 – Review summary page of options selected Click submit button Click submit button  Steps cannot be skipped – must tab through all pages

© 2006 Solution Beacon, LLC. All Rights Reserved. 58 Workflow Metrics – In Work Items Work Items  Drill down to get details by item type

© 2006 Solution Beacon, LLC. All Rights Reserved. 59 Workflow Metrics – In Agent Activity Agent Activity  Drill down to get details by agent listener

© 2006 Solution Beacon, LLC. All Rights Reserved. 60 Profile Options - In Concurrent:GSM Enabled Concurrent:GSM Enabled  Must be ‘Y’ Server Timezone Server Timezone  MetaLink – monitor won’t open without it after upgrade WF:GUEST Access to Notification WF:GUEST Access to Notification  Can access Notification Detail page w/o signing on  See OWF.H (note ) for instructions on other setups required  Note: Send Access Key no longer in Mailer setup Socket Listener Port – set at site level to port at which forms should launch Socket Listener Port – set at site level to port at which forms should launch

© 2006 Solution Beacon, LLC. All Rights Reserved. 61 Profile Options - In WF: Notification Reassign Mode WF: Notification Reassign Mode  – FND: Notification Reassign Mode  Delegate – cannot choose Re-assign or Transfer  Transfer – cannot choose Delegate – whether hierarchy changes depends on workflow involved  Reassign – can choose Delegate or Transfer Vacation Rules: Allow All Vacation Rules: Allow All  – WF: Routing Rules: Allow All (renamed in OWA.G)  Disabled – cannot specify ‘All’ for Routing Rules  Enabled – can specify ‘All’ for Routing Rules

© 2006 Solution Beacon, LLC. All Rights Reserved. 62 Profile Options - In WF: Mailer Cancellation – determines whether notification mailer sends cancellation message when previously sent notifications are cancelled WF: Mailer Cancellation – determines whether notification mailer sends cancellation message when previously sent notifications are cancelled  Enabled – cancellation message is sent  Disabled – no cancellation message is sent  RUP3 – obsolete - replaced by the Send s For Canceled Notifications mailer parameter WF: Plain text sign-on – if yes, signature required only if using plain text notification preference

© 2006 Solution Beacon, LLC. All Rights Reserved. 63 Profile Options - In WF:ICX Session Mode ( ) - mode to use when accessing a notification sent without the access key – valid values are ‘Personal Home Page (PHP)’ or Portal WF:ICX Session Mode ( ) - mode to use when accessing a notification sent without the access key – valid values are ‘Personal Home Page (PHP)’ or Portal WF:Workflow Mailer Framework Agent ( ) – enables a site to implement the mailer Applications Framework Content through a dedicated port. WF:Workflow Mailer Framework Agent ( ) – enables a site to implement the mailer Applications Framework Content through a dedicated port.  Required if Application Framework Agent is virtual or load balancing server

© 2006 Solution Beacon, LLC. All Rights Reserved. 64 Directory Services - In WF_USERS, WF_ROLES, WF_USER_ROLES views across WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES WF_USERS, WF_ROLES, WF_USER_ROLES views across WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES populated by ‘Synchronize WF Local tables’ Concurrent program or (with added patches) directly as change is made WF_LOCAL_ROLES, WF_LOCAL_USER_ROLES populated by ‘Synchronize WF Local tables’ Concurrent program or (with added patches) directly as change is made WF_LOCAL_USERS obsolete WF_LOCAL_USERS obsolete New columns added to WF_LOCAL_ROLES New columns added to WF_LOCAL_ROLES  Partition_id – gives source of data  User_flag New model available to earlier releases – patch – ensure prereq’s are met New model available to earlier releases – patch – ensure prereq’s are met Check note for latest patches for automatic synchronization Check note for latest patches for automatic synchronization

© 2006 Solution Beacon, LLC. All Rights Reserved. 65 Verify Directory Services - In Wfdirchk.sql – reports on Wfdirchk.sql – reports on  Invalid Internal names (contain #,:,/)  Invalid Compound names  Duplicate Names  Multiple Names linked to same row in original repository  Missing Display Names  Invalid Notification Preference  Null address if preference set to other than “Do Not Send Mail”  Invalid Status in WF_USERS  Rows in WF_USERS w/o corresponding row in WF_ROLES  Invalid internal names in WF_ROLES (contain #,:,/, length>30)  Invalid user/role foreign key in WF_USER_ROLES  Missing user/role in WF_USER_ROLES  Duplicate rows in WF_USER_ROLES

© 2006 Solution Beacon, LLC. All Rights Reserved. 66 Troubleshooting Scripts - In Wfver.sql Wfver.sql  Version of Workflow Server  Whether local system is enabled (2 scripts)  Business Event init.ora parameter values  Validity of XML Parser Schema (2 scripts)  Queue names and status  Status/version - Workflow PL/SQL packages Version - Workflow views  Workflow Definition (WFT) Versions  Workflow Engine Status – recompile invalid objects  Agent Listeners Status  Service Components Status  Queue details  Notification Event Status  Subscriptions  Environment Variables

© 2006 Solution Beacon, LLC. All Rights Reserved. 67 Diagnostics - In Duplicate User Duplicate User Notification Preference Validation Notification Preference Validation Rule Function Validation Rule Function Validation GSM Setup GSM Setup BES Clone BES Clone GSC Control Queue GSC Control Queue Workflow Advanced Queue Rule Validation Workflow Advanced Queue Rule Validation Workflow Agents/AQ Status Workflow Agents/AQ Status Workflow Objects Validity Workflow Objects Validity XML Parser Installation XML Parser Installation Mailer Component Mailer Component Mailer Component Parameter Mailer Component Parameter Mailer Diagnostic Mailer Diagnostic

© 2006 Solution Beacon, LLC. All Rights Reserved. 68 Thank you! If you have any questions or comments please contact: Susan Behn For free Release 11i Tools and helpful information, please visit our website at: Real Solutions for the Real World. 