Oracle Utilities: Configuration Tools for MDM v2.1 – GUI Ed 2

Info Zones

• Switch Gears
• Practice 1-1: Log On
• The Anatomy of All Pages
• Older MOs = Object Maintenance Newer MOs = Portal Maintenance
• Why Evolve?
• Portals Have Zones
• Portals Contain Zones
• Different Types of Zones
• All Info Zones Have a Similar Layout
• Explorer Zones
• Virtually Everything Is Configurable
• Menu Button – Reset Zone
• Menu Button – Print Zone
• Menu Button – Export to Excel
• You Can Download Additional Columns
• Configurable Info Zones
• Zone Help
• Configurable Info Zones
• Info Zones Frequently Describe What They Show
• Configurable Info Zones
• Info Zones Can Have End-User Filters
• Configurable Info Zones
• Many Different Types of Columns Can Be Shown
• You Can Control The Maximum Width of Each Colum
• Colorful Columns
• HTML in String Columns
• Configurable Info Zones
• Many Different Sources
• BO, BS, and SS Columns
• Configurable Info Zones
• Columns Can Have Hyperlinks to other Portals and Pages
• Rows Can Have Different Hyperlink Destinations
• Hyperlinks to Launch BPA Scripts
• Broadcasting Key Values to other Zones
• Configurable Info Zones
• Dragging and Dropping
• The Drag and Drop Area Is Configurable
• Configurable Info Zones
• Ascending and Descending Order
• Configurable Info Zones
• Work Lists
• Working the List
• Ticking Off
• Practice 1-2: Examine a Customized Control Central
• Review Questions

Query Zones

• A Portal Can Contain Query Zones
• Configurable Query Zones
• Query Zones Look Almost Identical to Info Zones
• Configurable Query Zones
• An Aside: Portal Security
• Adding Portals to Menus
• Team Walk Through – Add a Query Portal (20 Minutes)
• Configurable Query Zones
• Zone Types Versus Zones
• Zone Types and Zone ERD
• Zones Have Parameters
• Zone Parameters and Mnemonics
• Zone Parameter Validation
• Configuration Mode
• Configurable Query Zones
• Avoid Database-Specific SQL Functions
• Conditional From and Where
• Configurable Query Zones
• Check Your SQL Before Production
• Configurable Query Zones
• source=
• Tips Are in the Dashboard
• Configurable Query Zones
• One Zone with Many Filters (and SQL Statements)
• Introducing the Multi-Query Zone Type
• The Pay Back
• Configurable Query Zones
• A User Has Portal Preferences
• Changing Portal Preferences
• Settings to Improve Response Time
• Suppress Most Portals
• Default Zone Order
• Zone Refresh Frequency
• Portals Preferences ERD
• Configurable Query Zones
• A Few More Differences Between Info and Query Zones
• Configurable Query Zones
• Individual Zones Can Be Secured
• Portal and Zone Security and Portal Preferences
• Portal and Zone Security
• Configurable Query and Info Zones
• Use Service Scripts to Validate Filters
• Reminder: A Service Script Defines Its API and Its Logic
• Configurable Query and Info Zones
• Use Service Scripts to Suppress a Zone
• Configurable Query and Info Zones
• Use Service Scripts to Include or Exclude Rows
• Configurable Query and Info Zones
• Limit the Rows Retrieved from the Database
• Case Study
• Why Two Parameters
• Excel Downloads
• Configurable Info Zones
• Case Study
• Use Service Scripts as a Conditional Criteria
• Service Scripts to Show Different Rows
• Business Services
• SQL in Plug-In and Service Scripts
• No Inline SQL in Plug-In and Service Scripts
• The Explorer Service Interprets Zone Parameters
• Create a Zone and a Business Service
• Naming Conventions
• Updates Aren’t Allowed
• Business Services
• Multiple SQL Statements in a Single Zone
• Business Services
• Dealing with Multiple Rows
• Review Questions

UI Maps

• UI Map Overview
• Map Zones
• HTML Primer
• Before We Start Discussing UI Maps…
• What Are the Pieces?
• HTML
• HTML Skeleton
• Tables Allow for Easy Alignment
• HTML Elements Have Attributes (Just Like BO Elements)
• Special Oracle UI Map Attributes
• Other Elements: <input>
• Other Elements: <span>
• Other Elements: <select>
• Dropdowns Aren’t Frequently Hard-Coded
• Putting It Together
• CSS
• Why CSS?
• Element CSS
• Extracting the CSS
• The New HTML
• Application of Common CSS
• References
• JavaScript
• Another HTML Attribute
• Basic JavaScript Events
• A Basic JavaScript Function
• Completing Our Panel
• User Interface (UI) Maps
• HTML (for Formatting) and XML (for Data Values)
• The Source of the HTML
• Explicit Object Map Zone Type
• BO Attributes Control the Formatting – Using Field Metadata –
• BO Attributes Control the Formatting – Suppressing Elements –
• BO Attributes Control the Formatting – Overriding Field Metadata –
• Additional Attributes Are Sometimes Needed
• fkRef=
• Inserting Section Headers
• How This Works at Run Time
• Practice 3-1: Create a Map Zone to Display a Person Business Object
• User Interface (UI) Maps
• Use Service Scripts to Suppress a Zone
• Practice 3-2: Suppress Your Map Zone Until a Person Is Broadcast
• User Interface (UI) Maps
• Some Base-Package UI Maps Are Not Generated at Run Time
• Defining the HTML Rather Than Rendering It in “Real Time”
• UI Map Metadata
• Runtime Logic Is Almost Identical
• Practice 3-3: Create a UI Map
• User Interface (UI) Maps
• You Don’t Have to Write HTML from Scratch
• … But It’s Not a Magic Wand
• User Interface (UI) Maps
• HTML Fragments Allow Reuse
• User Interface (UI) Maps
• The Help Icon Appears When There’s Help for a Section or a Field
• Help Text Lives in the Field Metadata
• Help Is Typically on Sections Rather Than Individual Fields
• Overriding Product Help Text
• Embedded Help Authoring Tool
• User Interface (UI) Maps
• Syncing the Dashboard
• Practice 3-4: Sync the Dashboard
• User Interface (UI) Maps
• Enforcing Consistency
• User Interface (UI) Maps
• UI Map Tips Dashboard Zone
• Valid HTML Attributes and Supported JavaScript Functions
• UI Map Standards
• Valid Schema Attributes and Note Names
• Use the Tips
• Practice 3-5: Explore the UI Map Tips
• User Interface (UI) Maps
• Elements from Multiple BOs on a Map
• Service Script Refresher
• Map Zone Refresher
• Map Zones and Service Scripts
• Refresher: A Service Script Defines Its API and Its Logic
• uiHints
• uiHints Overview
• uiHints Benefits
• Resources
• Practice 3-6: Explore uiHints
• Review Questions

BPA Scripts

• You’ve Been Using Many BPA Scripts
• A Different Type of Script
• UI-Oriented Scripts
• Invoking BPA Scripts
• The BPA Menu Has Two Functions
• A User’s Favorite Scripts
• A User’s Favorite Scripts Can Be Dictated
• The Favorite Scripts Zone Is Optional
• The BPA Area
• Earlier, We Said the Following …
• There’s One More Area—The BPA Area
• Refresher: Declaring Data Areas for BPA Scripts
• BPA Scripts: Defining Data Areas
• Naming Data Areas
• Same Thing
• BPA Step Types
• Refresher: Scripts Are Constructed of Steps
• Edit Data Recap
• Height Steps
• Display Text Steps
• Navigate to a Page Steps
• Invoke Map Steps
• Press a Button Steps
• Perform Steps
• Transfer Steps
• Move Data Steps
• The Implications of Common Dialogs
• Common Dialogs Mean Common BPA Scripts
• Scripts and UI Maps
• UI Maps Aren’t Just for Display-Only Zones
• An Example
• Review: UI Map Meta Data
• BPA Scripts: “Invoke map” Step Type
• How This Works at Run Time
• Pop-Ups Versus Page Area
• Which Target Area?
• Base-Package Patterns
• HTML in UI Maps Invoked by BPA Scripts
• Enforcing Consistency
• HTML Sources
• User Interface (UI) Maps
• Simple Dropdowns on UI Maps
• Updating the Database
• A Strong Pattern: Invoke map Steps Are Followed by a Step That Invokes a
• Server-Based Service
• Displaying Errors
• Highlighting the Field That’s in Error
• Favorite Links and BPA Scripts
• Favorite Links Can Reference a BPA Script
• Menu Items for BPA Scripts
• Navigation Options Can Reference a BPA Script
• Temporary Storage Is Initiated for Context Menus
• Advanced BPA Script Features
• BPA Scripts on Query and Info Zones
• Context Menus Query and Info Zones
• Access Rights
• BPA Scripts Can Be Secured
• When Are Access Rights Checked?
• Advanced BPA Script Features
• Scratching the Surface
• Review Questions

Additional UI Features and Tools

• Checkpoint
• Auditing Inquiries
• Case Study
• Use Service Scripts to Audit Inquiries
• UI Maps and Explorer Zones
• Another Use for UI Maps
• There Are Two Types of UI Maps
• It’s Hard to Tell the Difference
• How to Use a UI Map for Explorer Filters
• UI Maps in Query Zones in the Base Package
• UI Maps and Idiosyncratic Dropdowns
• Practice 5-1: Create a UI Map Fragment
• Implementing Pop-Up Searches
• Case Study
• Only High-Volume Objects Warrant Pop-Up Searches
• All Explorer Zone Types Can Be Used
• Reusing the Same Pop-Up Search
• Idiosyncratic Pop-Up Searches
• Additional Information
• Actions in Explorers
• Executing an Action Against Multiple Rows
• Many Options
• Adding Links in Zone Headers
• Links in Zone Headers
• Zone Configuration
• Practice 5-2: Add a Link to Your Query Zone
• Overriding Base-Product Zone Parameter Values
• Overriding Base-Product Settings
• Help Text
• Help Text Summary
• Duplicating Zones
• Changing the Zone Type
• Debug Mode
• Debug Mode Enabled by Suffixing the URL With ?debug=true
• Dropdown List Descriptions Are Suffixed with Codes
• The Service Debugger When Many Zones Exist on a Portal
• Review Questions

Maintenance Patterns

• Predictable Patterns
• Pattern 1: All-In-One Portal
• An All-In-One Portal
• Ancillary Zones Are Limited by Your Imagination
• The Edit Button Starts a BPA Script
• Menu Items
• The All-In-One Pattern Is for Low-Volume Objects
• Pattern 2: Separate Search Portal
• Search Portal Separate from Maintenance Portal
• Search Portal Characteristics
• Maintenance Portal Characteristics
• Menu Items
• Log Zones
• Log Zone
• The Anatomy of a Maintenance Dialog
• The List of Metadata Objects
• As Agnostic as Possible
• Preventing the Proliferation of Metadata Objects
• MOs with Many BOs Are the Challenge
• An Agnostic Portal with an Agnostic Query Zone
• FK Ref’s Are the Key to Allowing Info / Query Zones to Be Agnostic
• Place the Portal on the Menu
• Check Point
• Separate Maintenance Portals
• Seeing More Details About a BO
• Use a BO Option to Define a BO’s Portal
• Back to the Query Zone
• Preventing the Proliferation of Portals and Zones
• Same Zone, but Different Objects
• Set Up a BO Option to Define the Display UI Map
• Technical Execution
• Recap: Same Zone, Different Objects
• Display-Only Map Schema
• Check Point
• Agnostic Add BPA Scripts
• The Agnostic Add BPA Script Uses a Different UI Map
• Add / Update UI Map Schema
• The Agnostic Add BPA Script
• Reusing the Add Script
• Check Point
• Agnostic Edit BPA Scripts
• The Agnostic Edit BPA Script Uses the Same UI Map
• The Agnostic Edit BPA Script
• Agnostic Delete BPA Scripts
• The Agnostic Delete BPA Script
• Clarification
• Check Point
• Showing an MO’s Log
• If the MO Has a Status, It Has a Log
• Check Point
• Context Menus
• When Child MOs Exists
• The Go To Entry Navigates to the Child Object’s Query Portal
• The + Entry Is the Same BPA Script as on the Main Menu
• Check Point
• Pre-Processing Service Scripts
• Tinkering with the Injected XML
• Declaring a Pre-Script
• Our Standard Schema Bundling Technique for Pre-Processing Scripts
• The Agnostic Maintenance BPA Script Is More Sophisticated Than
• Originally Explained
• Check Point
• Post-Processing Service Scripts
• We Frequently Update a Single BO from a UI Map
• Create a Similar Post-Script
• The Agnostic Maintenance BPA Script Is Even More Sophisticated
• Anticipating Site-Specific Enhancements
• Designing for Extensions
• BO Extendibility
• Most UI Components Are Delivered BO-Agnostic
• Team Walk Through (60 minutes)
• Review Questions

Revision Control

• Revision Control Overview
• What It Is (And What It Is Not)
• Using Revision Control
• The Revision Control Zone
• Checked Out Objects Zone
• Revision Control Objects
• Object Revision MO
• Object Revision BO – States
• Revision Control Configuration
• Revision Control Is Turned Off by Default
• Step 1: Enable the Checked Out Dashboard Zone
• Step 2: Plug-In the Revision-Control Algorithm
• Step 3: Set Up Application Security
• Functionality Summary
• Automatic Versus Explicit Check Out
• Check In
• Revert Changes
• Revision Records
• Delete
• Restoring an Object to an Older Version
• Revision History Search
• Forcing a Check In
• Revision Control Configuration
• Enabling Revision Control for Other MOs
• Step 1: Create a Physical BO
• Step 2: Create an FK Reference
• Step 3: Turn On a Context-Sensitive Zone
• Step 4: Plug-In the RevisionControl Algorithm
• Review Questions

Bundling

• Bundling Defined
• The Source Environment Has Export Bundles, The Target Environment Has
• Import Bundles
• An Aside: The Demo Environment Has Export Bundles That Are Ready
• for Import
• How to Export and Import
• Step 1: Create an Export Bundle
• Step 1: Collecting Entities Method 1 – Use the Export Bundle’s Entity Grid
• Step 1: Collecting Entities in Source Method 2 – Use the Entity Search Zone
• Step 1: Collecting Entities in Source Method 3 – Use the Current Bundle Zone
• Step 1: Collecting Entities in Source Method 4 – Add to a Bundle During
• Check In
• Step 2: Snapshot the Entities in the Bundle
• Step 3: Copy XML into the Clipboard
• Step 4: Paste XML in Target
• Aside: Editing the Import Bundle Prior to Application
• Step 5: Apply the Import Bundle
• Warning: Owner Flags Must Match
• Don’t Forget: Set Up Application Security
• The Order of Entities
• A Bundle with Dependent Foreign Keys
• The System Handles Recursive FK
• When the Order Matters
• Recommended MO Order of Bundled Objects
• Bundling Configuration
• What Can Be Bundled?
• Step 1: Make the MO Eligible for Bundling
• Step 2: The Physical BO
• Step 3: Create an FK Reference
• Step 4: Add Zones
• Dealing with Recursive Relationships
• Step 5: Define the MO’s Bundling Add BO
• Setup Summary
• Bundle MOs and BOs
• The Same MO Is Used for Exports and Imports
• Export Bundle Business Object
• Import Bundle BO
• Review Questions