Oracle CPQ Site Administration Essentials LVC

Module 1: Managing Users

• Objectives
• Internal Users Link
• Active and Inactive Users
• User Types
• Administrator Access Control
• Adding a New User
• Standard User Permissions
• User Permissions & Access Permissions
• Restricted Access View
• Proxy Login
• User Administration List Pagination Control
• Summary

Module 2: Managing Groups

• Objectives
• Groups & Group Administration
• Adding a New Group – Sales Group
• Adding a New Group – Administrator Access Group
• Assign Access to Data Table Folders
• Assign Access to Product Family Folders
• Add Users to Administration Groups
• Enabling Administration Access Groups
• Summary

Module 3: Partner Organizations

• Objectives
• Internal Users Link
• Creating a Partner Organization
• Partner Organization User Names
• Adding User Accounts to Partner Organizations
• Summary

Module 4: File Manager

• Objectives
• File Manager Overview & Link
• Folders in File Manager
• File Manager Upload
• Replacing/Updating Files
• Moving Files
• File Manager Best Practices
• Referencing Files in File Manager
• Full Path URL & Secured Folders
• Summary

Module 5: Data Table Essentials

• Objectives
• Data Tables Overview & Access
• Data Table Editor Window
• Data Table Navigation Pane & Data Pane
• Natural Keys & Foreign Keys
• Creating, Converting, Removing Foreign Key Columns
• Data Table Search: Simple & Advanced Filters
• Filtering Data Tables
• Defining & Assigning User Access Rights
• Effects of User Access Rights
• Live Data Tables
• Deploying Data Tables
• Data Tables Best Practices
• Summary

Module 6: Importing & Exporting Data Tables

• Objectives
• Data Table Menu Options
• Formatting CSV for Upload
• Data Table Import & Status
• Data Table Export Scheduler
• Creating, Scheduling, Suspending, Resuming Exports
• Archiving & Viewing Export Logs
• Summary

Module 7: Using Secure Data Table Columns

• Objectives
• Secure Data Table Columns
• Secure Data Input & Output Forms
• Adding Secure Columns
• Summary

Module 8: Log Files

• Objectives
• Administration Logs & Display
• Performance Log & Print Example

Error Logs: printserver_stdout_dd.log, bm.log, modsec_debug_ohs.log, slow_thread_executions.log

• Downloading Error Logs
• Downloading User Login History (Bulk & Filtering)
• Troubleshooting Actions: LRTD & Enabling LRTD
• Summary

Module 9: Integration Essentials

• Objectives
• Integration Overview & CPQ Possibilities
• Transaction Integration Use Case
• Integration Methods & Criteria
• CPQ Technical Architecture
• FTP File Automation: Overview, Files, Examples
• FTP Automation: Multiple Controller Files & Import Migration Packages
• Email Notifications for FTP Uploads
• Real-Time Integration Setup & Triggering
• Transition Rule Notification Setup
• Integration Cloud Service (ICS) & Capabilities
• Summary

Module 10: Text Administration

• Objectives
• Accessing Text Administration
• Modifying System Text (Selecting & Results)
• Summary

Module 11: BML Essentials

• Objectives
• BML in Oracle CPQ
• Applying BML
• BML Function Editor: Configuration, Utility Library, Commerce
• Importing Attributes
• Function Wizard & Debugging
• BML Programming Structure & Script Requirements
• Comments in BML & Basic Syntax
• Summary

Module 12: BML Attributes & Arrays

• Objectives
• Attributes & Other Inputs
• Printing to Console
• Variables: Naming & Data Types
• Simple & Complex Data Types
• Arrays Overview & Index
• Summary

Module 13: BML Functions

• Objectives
• Function Basics & Syntax in BML
• Using Functions in BML
• String, Date, Math Functions
• adddays & datetostr Functions
• Date Format Components & Available Functions
• Transaction XML, Documents, Lines
• Advanced Modify Return Format
• Summary

Module 14: BML Conditions

• Objectives
• Conditional Expressions in Oracle CPQ & BML
• Advanced Conditional Expressions
• Conditional Expressions in Series & Else Statements
• Summary

Module 15: BML Loops

• Objectives
• Loops in BML & Loop Variables
• Append, Break, Continue
• Loop Counters & Range Function
• Example & Console Output
• Summary

Module 16: BML Dictionaries

• Objectives
• Recommended Items Return Format & Required Data
• Dictionary Fundamentals & Data Types
• dict, put, get, containsKey Functions
• Constraint Rule Return Types & Values
• Summing Similar Items Using a Dictionary
• Summary

Module 17: BMQL Essentials

• Objectives
• BMQL Overview, Return Data Type, Syntax Basics
• BMQL Components & Operators
• BMQL Results & Data Table Columns as Keys
• Steps to Retrieve Data & Code Example
• Handling User Inputs & haserror/getmessage Functions
• Summary

Module 18: Migration Essentials

• Objectives
• Common Environment Setup & Enterprise Environment Setup
• Accessing Migration Center
• CPQ Migrations: Items & Configuration Elements
• Migration Modes: Import from Source, Import Package, Connect to Destination
• Selecting Components for Migration
• Variable Names & Differences
• Cancel In-Progress Migration
• Summary

Module 19: Migration Packages

• Objectives
• CPQ Migration Packages
• Util Library Function: Lock & Unlock
• Override Functions & Package Considerations
• Importing Packages & Forward Version Package Migration
• Typical Package & Installation
• Migration Log & Audit Compliance
• Creating Snapshots & Rollback
• Cross Process Migration (CPM) & Limitations
• Performing CPM & Verifying Installation
• Cross Version Migration
• Summary