Oracle Utilities: ODM v2.2.0.2 Advanced Implementation Ed 2

Overview

• The Five-Minute Overview
• Prerequisites
• The Product Stack Depends on What Is Installed
• This Class Describes All Products
• Format of This Class
• Practice: 1-1: ODM Login

User Interface Standards

• Anatomy of All Pages
• Portals Versus Fixed Pages
• Portals Have Zones
• Portal Configuration
• Portals May Appear on Portal Preferences
• If Users Can Override a Portal’s Default Configuration
• Dictating Portal Preferences
• The Dashboard Is a Portal Too
• Zone Patterns
• Layout of Explorer Zones
• Broadcasting
• Work Lists
• Working the List
• Starting Business Processes
• Practice 2-1
• Map Zones
• Section and Element Help
• Explorer Zones Are Configured, Not Programmed
• Configuring Map Zones
• Special Zones: Feature Configuration
• You’ve Seen Several BPA Scripts
• BPA Scripts Are Everywhere
• BPA Scripts Reflect an Organization
• Scripts Are Configured
• Menu Bar
• Menu Items
• Context Menus
• Practice 2-2
• Review Questions

Metadata and Framework Review

• Agenda
• 4 Tiers and Supported Platforms
• Location of Business Rules
• A Quick Word About the UI Tier
• Entity Relationship Diagramming (ERD)
• Information Is Stored in Tables; Each Box in an ERD Is a Table
• Color-Coding Highlights the “Subsystem” Where the Table’s Rows Are Typically Maintained
• We Use ERDs to Highlight Important Business Relationships
• Relationships Between Entities Are Highlighted with Arrows Between Boxes
• Dashed Lines Represent Columns on Entities with Predefined “Lookup”
• Values
• Table and Field Metadata
• Application Viewer Is Your Primary Documentation of Tables and Fields
• Application Viewer Is Generated from Metadata
• Practice 3-1
• No Recurring Groups
• Primary Keys
• Prime and Foreign Keys in the Application Viewer
• Language Tables
• XML Extensions
• MO Definition
• Why MOs?
• MO, Table, Field Metadata
• MOs Are Also in the App Viewer
• MOs Encapsulate Core Business Rules
• Maintenance Objects Versus Business Objects
• A Maintenance Object Has Fields; a Business Object Has Elements
• Every BO Element Must Physically Reside Somewhere in Its MO’s Tables
• BOs Encapsulate Core Business Rules
• BOs and SOA
• All Business Objects Can Be Extended
• Product Parent BO Versus Customer Child BO
• Extended BO References Parent BO
• Extension Simplified by UI Rendered Schemas
• UI Hint Namespace
• Schema Designer
• UI Hints Are Powerful
• Practice 3-2
• Extension Made Easy by XML Area
• Format of Data when Mapped to XML
• Lookup Requires Field
• Lookup Creation
• Many MOs Support Characteristics
• There Are Four Types of Char Types
• Predefined Char Types
• Ad Hoc Characteristic Types
• Foreign Key Reference Characteristic Types
• File Location Characteristic Types
• A Char Type Can Be Used on Multiple Entities
• Owning Metadata
• Owner Flag ERD
• Owner Flag Is Ubiquitous
• The System Stamps Owner Flag on New Metadata Rows
• Don’t Even Think About It
• Database and Operating System Security
• Application Services Are Secured
• Application Services Have Valid Actions
• Field-Level Security
• Field-Level Security: Overview
• Security Rights Are Cached
• Audit Trails
• Localization Support
• Isolating Implementation-Specific Business Rules
• Review Questions

Common Extension Patterns

• Business Object Extension Is a Design Intension
• Parent Business Objects Remain Untouched
• Product Parent BO Versus Customer Child BO
• BO Extension Is a Design Intension
• BO Data Element Mapping Choices
• Generic Child Table ERD
• Common Child Tables
• Generic Identifier Child Table ERD
• When to Map to an Identifier
• How to Map to an Identifier
• Practice 4-1
• Generic Characteristic Child Table ERD
• When to Map to a Characteristic
• How to Map to a Characteristic
• Practice 4-2
• Generic XML ERD
• When to Map to XML
• How to Map to XML
• Practice 4-3
• Generic Attachment Child Table ERD
• When to Map to an Attachment
• How to Map to an Attachment
• Practice 4-4
• What to Map To?
• When Not to Map to XML
• Extension Helper Documentation
• Review Questions

Locations

• Locations Describe the Asset Life Cycle
• Asset Location is Where Assets are Installed
• Location Definition
• Single Node Table, Three Different Objects
• Asset Location, Out of Service Location, and Organization
• Why a Single Node Table
• The Asset’s Location Relation
• Loc/Org Type, Node, and BO
• Asset Location, Out of Service Location, and Organization
• Detailed Location / Organization Type ERD
• Basic Node Configuration
• More Node Configuration
• Practice 5-1
• Contact Type, Contact, and BO
• Location Contacts ERD
• Practice 5-2
• Asset Location, Out of Service Location, and Organization
• Detailed Location ERD
• Parent Location
• Peer Location
• More Location Information
• Location and Organization BOs
• Practice 5-3
• Review Questions

Specifications

• Asset Definition
• The Relationship of the Four Asset Objects
• Specification ERD
• Specification Business Objects
• Child Specification Business Objects
• Three Types of Specification
• Practice 6-1
• Practice 6-2

Asset

• Asset Definition
• The Relationship of the Four Asset Objects
• Asset Type, Asset, and BO
• Asset Type ERD
• More Asset Type Configuration
• More Component Type Configuration
• Practice 7-1
• Asset ERD
• An Asset Must Have Location
• Asset Disposition
• Why Extendable Lookup
• Asset Lifecycle and Asset Disposition
• Another Class Of Asset
• Component Disposition
• Look At Asset Disposition Again
• Asset Disposition
• Notes on Asset
• Asset Condition
• Asset MO Rules
• Overview
• Status Transition Map and Scripts
• Tracked Asset Business Object Lifecycle
• In/Out of Service Asset Business Object Lifecycle
• Tracked Component Business Object Lifecycle
• In/Out of Service Component Asset Business Object Lifecycle
• Practice 7-2
• New State May Require New Disposition
• Existing Asset Dispositions

Service History

• Asset Definition
• Relationship of the Four Asset Objects
• The Purpose of Service History
• Service History Belongs to Asset
• Service History Types Defined for Asset Types
• Practice 8-1

Asset Replication

• Purpose of Asset Replication
• Replication Activity Objects
• Replication Mechanism
• Fixing Problems
• Practice 9-1
• Asset Disposition Update
• Asset Disposition Update: Technical
• Practice 9-2
• Extending Replication Functionality
• Extending Mass Update Functionality

Activity Generator

• Purpose of an Activity Generator
• An Activity Generator Has Many Activities
• Activity Generator
• How to “Work” an Activity Generator
• Activity Generator BO Lifecycle (W1)
• Practice 10-1
• Generation Capability
• Location-Only Generation Capability
• Location and Asset Generation Capability
• Location and Asset (Component) Generation Capability
• Asset List Generation Capability
• Asset (Component) List Generation Capability
• Generation Capability
• Generation Criteria
• Selection Criteria Defined on Business Object
• Selection Criteria Defined as Business Object XML
• Activity Generator Location Generator BO Criteria
• Activity Generator Asset Generator BO
• Activity Generator Component Generator BO
• Activity Generator Asset List BO Criteria
• Activity Generator Component List BO
• Practice 10-2
• Criteria Extension
• Generation Driving Tables
• Generation Criteria
• Criteria Extension
• Commit Every n Activities
• Practice 10-3
• Activity Generation Events
• Service Schedules
• How to Create a Template Activity Generator
• Practice 10-4

Configuration Report

• Overview
• Functionality: Overview
• What Is a Configuration?
• What Is Configuration Class?
• “Communicate To” Location-To-Location Relationship
• Why Location-To-Location Relationship
• Valid “Communicate To” Location Types
• Base Configuration Classes
• Configuration ERD
• Configuration Business Objects
• Configuration Lifecycle
• Practice 11-1
• Configuration Report: Overview
• Configuration Report Example: Criteria
• Configuration Report Example: Result
• Report Criteria
• Configuration Report ERD
• Configuration Report Business Objects
• Assets/Components in Report Criteria and Results
• Configuration Report Life Cycle
• Enter Algorithm For ‘Generate Report’
• Back To Configuration Class
• Configuration Class Is Extendable Lookup
• Enter Algorithm Parameters
• Practice 11-2
• Configuration Criteria Activity Generator: Overview
• Activity Generator Refresher
• A New Way to Create Activity Generator
• Configuration Criteria Activity Generator Business Objects
• Asset Detail Data Area
• Activity Generator Lifecycle Refresher
• Enter Algorithm for ‘Generate Activities’
• Target Asset
• Target Asset Lookup Naming Convention
• Additional Activity Generator Criteria
• Practice 11-3
• Extension
• Support New Configuration Class
• Support New Configuration Class – Cont
• Quiz
• Quiz: Answer

Activity

• Purpose of an Activity
• Activities Manage Diverse Business
• ODM Activity Goals: Automate Updates
• Three Components of an Activity
• Detailed Activity ERD
• Activity Type and Completion Event Type ERD
• Detailed Activity Type ERD
• The Parts of the Completion Event Type
• Completion Event Execution Information ERD
• Practice 12-1
• Activity Type Business Objects
• Activity Business Objects
• Key Ad-hoc Activity Lifecycle Events
• Detailed Ad Hoc Activity BO Lifecycle
• Key Local Activity Lifecycle Events
• Detailed Local Activity BO Lifecycle
• Key Outbound Activity Lifecycle Events
• Outbound Activity BO Lifecycle
• Practice 12-2
• Completion Event Type BO and the Completion Event BO
• Completion Event Type BOs
• Practice 12-3
• Completion Event ERD and Life Cycle
• Completion Event Business
• Completion Event Business Objects
• How Does It Work? Payload
• Many Assets, Single Completion Event
• An Editing Problem
• Editing the Payload
• Completion Event Subclass
• Practice 12-4

Activity Messaging

• Outbound Activity Business
• Sending an Outbound Activity
• Outbound Message Configuration
• Outbound Message Business Objects
• Outbound Information
• Practice 13-1
• Inbound Communication
• Inbound Communication ERD
• Inbound Communication Business Objects
• Inbound Communication Life Cycle
• Practice 13-2
• Raw Message Becomes Completion Event List
• Practice 13-3
• Three Different Business Problems to Solve
• Creating an Outbound Activity
• Creating and Completing an Activity
• Completing an Outbound Activity
• Practice 13-4

Integration

• Entities Being Synchronized
• PKs Are Different in Each System: Target System Keeps Source System ID in the Identifier Table
• Outbound and Inbound Sync BOs Lie Between
• "Day 1 Conversion" Versus "Ongoing Sync"
• Generic Batch Job to Create Outbound Syncs for Initial Sync
• Data Synchronization Architecture
• Outbound Sync MO
• Outbound Sync Schema
• Outbound Sync BO Life Cycle
• How the Outbound Sync BO Is Determined
• The Inbound Sync Seeder BO (W1-SyncRequestSeeder) Life Cycle
• Inbound Sync MO
• Inbound Sync Schema
• Day 1 Conversion Versus Ongoing Sync BOs
• Day 1 Conversion (Initial Sync) Life Cycle
• Key Transformation Is Sophisticated
• Batch Job Execution Sequence
• Ongoing Sync Request Life Cycle
• Overview
• Asset-Node Ongoing Sync Request Life Cycle
• Install Events Outbound Sync in MDM
• Background: Faceplates
• Background: Removals
• Background: Office Exchanges
• Installation Events Are Added / Updated for Asset Location Changes (and for things ODM does not care about)
• Background: Retroactive Changes