Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | What You Need to Know About User Defined Objects (UDOs) With Tools Release 9.2 Ania D. Gutierrez Principal Support Engineer JD Edwards Customer Support August 10, 2016

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Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Program Agenda User Defined Objects (UDO) Overview User Permissions UDO Icons UDO Statuses Administration of UDOs

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | User Defined Objects (UDOs) Refer to web objects created using EnterpriseOne web interface Personalized objects that can be created for own use or shared with others, depending on permissions granted Saved in EnterpriseOne Managed like other EnterpriseOne objects

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | The following table lists and describes some of the types of UDOs: UDO Object Types

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | The following table lists and describes some of the types of UDOs: UDO Object Types

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | User Permissions Feature Security – Enable each UDO type Action Security – To grant access for the user to create, publish and modify. View – Ability to see a specific UDO Content – Only for CafeOne and Page Composer All UDOs are secured from users by default. To gain access at all, a security record will need to be created on the Security Workbench. 8

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Securing UDOs All UDO security is done conveniently in EnterpriseOne Security Workbench.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | UDO Icons in Manager 10 Same look and feel for UDO Managers Buttons available based on: Action Security

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | UDO Icons This is a description of the icons and what functionality they provide: Save – Click this icon to save the UDO you created. Save As – Click this icon to save a UDO that you have changed so that it has a different name. Request to Publish – Click this icon to request to share a UDO. An approver then reviews it and can approve it to be shared with other users. Reserve – Click this icon to reserve an existing UDO to which you want to make changes. Reserving it ensures that no one else can edit it while you make your changes. You then resubmit the UDO, with your changes, for approval. Delete – Click this icon to delete the UDO from your own list of UDOs. This does not delete it from other users’ ability to view it.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | UDO Statuses for end users Personal – UDOs personally created, but have not Requested to Publish. Pending Approval – UDOs created and have Requested to Publish. Rework – UDOs Requested to Publish, but have been rejected by the approver. Reserved – UDOs shared, but have been reserved to make changes. Once reserved, no other user can make changes to those UDOs. Shared – Shared UDOs available to other users/roles. This menu shows how UDOs are categorized according to their statuses.

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |13 Administration of UDOs User Defined Object Administration (P98220U) – Searching UDOs – Previewing – Approving – Rejecting – Sharing Object Management Workbench – Web (P98220W) – Promote UDOs across environments – Perform actions on UDOs based on the allowed actions and transfer activity rules

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | UDO Statuses in P98220U 02 Editing – Initial status after a UDO is created 05 Pending Approval – Waiting for admin approval 07 Pending Promote 08 Shared – UDO published 25 Rework – UDO has been rejected 98 Pending Delete – UDO deleted but still in the system

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | OMW Web – P98220W Easily move UDOs from one path code to another Perform management functions, using web Object Management Workbench (OMW) application (P98220W)

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | How are UDOs Stored UDO Tables should be mapped to Central Objects – F E1Page and OneView Reports – F Watchlist – F Advanced Query – F Grid Formats – F CafeOne – F Composed Pages – F Images System tables – F9860W and F9861W - Header and Detail UDO – F98700R, F98700H, F98700D - UDO Repository, History Dependencies 16

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Impact of How UDOs are Stored With the introduction of User Defined Objects it is recommended to promote UDOs from one environment to another environment using P98220W OMW Web by adding the UDOS to a project. Copy UDO tables is not recommended due to dependencies with the system tables. 17

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Documentation on UDOs with 9.2.x JD Edwards EnterpriseOne Foundation Guides for User Defined Objects – The Foundation Guide includes descriptions of user defined objects (UDOs) such as personalized queries, grid formats, watchlists, and other items. The following guides include additional information on how to create and manage UDOs in EnterpriseOne: – User Defined Object (UDO) Approval Application Guide User Defined Object (UDO) Approval Application Guide – Composite Application Framework User’s GuideOne View Administration Guide Composite Application Framework User’s GuideOne View Administration Guide – One View Administration Guide One View Administration Guide – Object Management Workbench for the Web Guide Object Management Workbench for the Web Guide – Security Administration Guide Security Administration Guide 18

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Available Resources E1: OMWWEB: Frequent Asked Questions On User Defined Objects (UDOs) (Doc ID ) E1: OMWWEB: Standard Transfer Activity Rules and Allowed Actions Settings for User Defined Objects (UDOs) in Object Management Configuration (P98230) for EnterpriseOne 9.2 (Doc ID ) E1: SEC: Setting up View, Manage, and Action Security for the User Defined Objects (UDO) available with 9.2 and newer (Doc ID ) The Oracle Learning Library (OLL) includes video topics for UDO (user defined objects). Be sure to check it out for complete details. –

Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |