R12.2.9 Oracle Implement Configurator

About This Course

• Objectives
• Course Goals
• Audience
• Assumptions
• Prerequisites
• Available Course Modules
• Key Course Topics
• Using This Course Most Effectively
• Supplement This Course with Self-Paced Online Learning
• Available Online Classes
• Terminology
• Quiz
• Summary
• For More Information

Implementation Overview

• Objectives
• High-level Implementation Flow from Design to Maintenance
• Optimizing Configuration Model Design
• Implementation Flow for Creating a Configuration Model
• Implementation Flow: Prepare and Import Steps
• Implementation Flow: Add Non-orderable Data
• Implementation Flow: Develop and Test Rules
• Implementation Flow: Develop and Test User Interfaces
• Implementation Flow: Publish and Deploy
• Deploying Oracle Configurator
• Manage Configurations and Configuration Models
• Maintaining Oracle Configurator
• Implementation Tools
• Programmatic Tools
• Quiz
• Summary

Configuration Models Overview

• Objectives
• Definition of a Configuration Model
• Key Parts of a Configuration Model
• Model Structure
• Rules
• User Interface Definitions
• Extensions
• Relationship of Model Structure to BOM Models
• Configuration Model At Runtime
• Quiz
• Summary

Configurations Overview

• Objectives
• Definition of a Configuration
• Creating Configurations
• Configuration Identity
• Saved Configurations
• Saved Configurations that are Restored, Deleted, or Copied
• Relationship of Configurations to Configuration Models and BOM Models
• Effect of Configuration Model Changes on Restored Configurations
• Managing Configurations as Order Lines
• Relationship of Configurations to Host Applications
• Configuring an Item in Oracle Order Management
• Booking the Order
• Quiz
• Summary

Getting Started with Oracle Configurator Developer, Part 1

• Objectives
• Oracle Configurator Developer
• Setting Preferences
• Searching for an Object
• Setting the Focus on a Specific Object
• Locator Links
• Creating a Folder
• Summary

Getting Started with Oracle Configurator Developer, Part 2

• Objectives
• Properties
• Moving and Copying Objects
• Locking
• Force Unlock
• Automatic Locking
• Viewing Locked Status
• Opening a Model for Editing
• Quiz
• Summary

About Configurator Data, Part 1

• Objectives
• Configurator Data and the CZ Schema
• Accessing Data in the CZ Schema
• Populating the CZ Schema
• CZ Schema Supported Processes
• Relationship of Development and Production Data
• Development and Production Processes
• Model Migration
• Remote and Local Servers
• Quiz
• Summary

About Configurator Data, Part 2

• Objectives
• The CZ Schema’s Item Master
• Item Master Data
• Imported Item Master Data
• Item Master Area of the Repository
• Orderable Items
• Quiz
• Summary

Preparing Inventory Data

• Implementation Flow: Prepare Data
• Objectives
• Why Prepare Data for Import?
• Types of Imported Data
• Oracle Inventory Items
• Inventory Organizations
• Item Attributes
• Inventory and Order Management Attribute Settings for Configurable
• Inventory Items
• Bills of Material Attribute Settings for Configurable Inventory Items
• Models that Support Reconfiguration of Installed Configurations
• Task: Creating an Item in Oracle Inventory
• Oracle Inventory Item Catalogs
• Item Catalog Descriptive Elements
• Imported Oracle Inventory Item Data Mapped in Configurator Developer
• Quiz
• Summary

Preparing BOM Model and Rule Data

• Objectives
• Oracle Bills of Material (BOM) Models
• BOM Model Structure
• Configurable BOM Model Components
• Bills of Material in Inventory Organizations
• BOM Item Types
• BOM Models That Can Be Configured
• Option Classes
• Implicit Rules
• Option Class Selection Rules
• Bill of Material Example
• Preparing a BOM Model for Import
• Imported Rules
• Preparing Rules for Import
• Populating CZ_IMP_RULES
• Populating CZ_IMP_LOCALIZED_TEXTS
• Review of Implementation Flow: Preparing Data
• Quiz
• Summary

Importing Data

• Implementation Flow: Import
• Objectives
• Types of Data to Import
• Importing BOM Model Data Into the CZ Schema
• Standard Import Process
• Standard Import From 10.7, 11.0, 11i or 12 to CZ Schema
• Define and Enable the Import Source as a Remote Server
• Define and Enable Remote Server Concurrent Programs
• CZ_DB_SETTING Parameters
• Controlling the Import
• Using the Populate Configuration Models Concurrent Program
• Import Configuration Rules: Concurrent Program
• Using the Import Configuration Rules: Concurrent Program
• Validation of Rule Import Data
• Validation of Rule’s CDL Syntax
• Importing Legacy Data
• Legacy Data
• Custom Import to CZ Schema
• Review Implementation Flow: Importing Data Steps on Import Target
• Quiz
• Summary

Verifying Data

• Implementation Flow: Prepare, Import, and Verify Data
• Objectives
• Verifying Imported Data
• Locating Imported BOM Models
• Locating Referenced BOM Models in Configurator Developer
• Refresh a Single Configuration Model Concurrent Program
• Refreshing Copies of BOM Models
• Refresh All Imported Configuration Models Concurrent Program
• Disable/Enable Refresh of a Configuration Model Concurrent Program
• Verifying a Refreshed BOM Model
• Verifying BOM Model Changes in a Refreshed Configuration Model
• Verifying Imported Rules
• Reimporting Rules
• Verifying Reimported Rules
• Quiz
• Summary

About Configuration Models

• Objectives
• Model Structure Imported from Oracle Applications
• Imported BOM Nodes
• Characteristics of Imported BOM Models
• Models Created in Configurator Developer (non-BOM Models)
• Working with non-BOM Models in Oracle Configurator Developer
• Model Details
• Model Structure and Instantiability
• What is Multiple Instantiation?
• Models Structure and Instantiation at Runtime
• Nodes That Are Instantiable
• Nodes That Are Not Instantiable
• Supporting Instantiability: Host Applications
• Quiz
• Summary

About Properties

• Objectives
• Properties
• Property Types
• Managing User Properties: Main area of the Repository
• Managing User Properties: Node Details Page
• Managing User Properties: Item Master area of the Workbench
• Modifying Properties: Summary
• Inherited Properties
• Properties Created from User Defined Attributes
• Quiz
• Summary

Creating Model Structure, Part 1

• Objectives
• Why Create Nodes in Configurator Developer?
• Creating Model Structure
• Model Structure and Parent-child Relationships
• Model Structure Node Types
• Model Structure Node Icons
• Components
• Features
• Option Features
• Options
• Numeric Features
• Numeric Features: Definition
• Boolean Features
• Text Features
• Summary

Creating Model Structure, Part 2

• Objectives
• Totals and Resources
• Totals
• Resources
• Model References
• Modifying a Non-BOM Model Reference
• Connectors
• Using Item Master Data to Create Model Structure
• Building a Model Using Populators in Configurator Developer
• Quiz
• Summary

Working with Model Structure, Part 1

• Objectives
• Reorganizing Model Structure
• Editing Model Node Details
• Reorder Children
• Quiz
• Summary

Working with Model Structure, Part 2

• Objectives
• Instantiability Settings
• Instantiability
• Changing Minimum and Maximum Instances at Runtime
• Instances and Quantity
• Example of Multiple Instantiation
• Effectivity
• Effectivity and Model Nodes
• Usages
• Effectivity Sets
• Applying Effectivity in Configurator Developer
• Effectivity Date Filter: Settings
• Effectivity Date Filter: Effects
• Effectivity Date Filter: Limitations
• Creating a Model Report
• Quiz
• Summary

Testing Model Structure

• Implementation Flow for Creating a Configuration Model
• Objectives
• Why Unit Test Model Structure?
• Model Debugger Access
• Quiz
• Summary

About Configuration Rules

• Implementation Flow for Creating a Configuration Model
• Objectives
• Overview
• Configuration Rule Types
• Oracle Configurator Logic
• Structure and Rules at Runtime
• Model Logic
• Logic Generation Warnings
• Logic Generation Errors
• Implicit BOM Rules
• Model Structure and Rules
• Model References and Rules
• Quiz
• Summary

Rule Creation

• Objectives
• Using Properties when Defining a Rule
• Rule Details: Disable Setting
• Rule Details: Violation Message
• Rule Details: Input Required Message
• Rule Sequences
• Quiz
• Summary

Logic Rules

• Objectives
• Logic Rules
• Requires Relation
• Implies Relation
• Negates Relation
• Excludes Relation
• Defaults Relation
• Logic Rule Definitions
• AllTrue and AnyTrue
• Using Model Node Properties in a Logic Rule
• Quiz
• Summary

Testing Configuration Rules

• Implementation Flow for Creating a Configuration Model
• Objectives
• Testing Rules
• Testing and Debugging Rules: Generating Logic
• Unit Testing
• Suggestions for Testing and Debugging Rules
• Quiz
• Summary

Numeric Rules

• Objectives
• Numeric Rules
• Numeric Rule Types
• Changing Minimum and Maximum Instances at Runtime
• Using Properties in a Numeric Rule: Additional Example
• Quantity Multiplier
• Integer Conversion Method
• Quiz
• Summary

Compatibility Rules

• Objectives
• Compatibility Rules
• Compatibility Rule Participants and Maximum Selections
• Explicit Compatibility Rules
• Defining an Explicit Compatibility Rule: Overview
• Explicit Compatibility Rule: Example
• Property-based Compatibility Rules
• Property-based Compatibility Rules: Example
• Property-based Compatibility Rules: Comparison Operators
• Design Charts
• Design Charts: Example
• Quiz
• Summary

Comparison Rules

• Objectives
• Comparison Rules
• Comparison Rule Operators
• Quiz
• Summary

Statement Rules

• Objectives
• Upgrading Rules
• Statement Rules
• Advantages of Statement Rules
• Statement Rule Definition
• CDL Elements
• Statement Rule Elements
• Converting Existing Rules into Statement Rules
• Statement Rule Validation
• Statement Rule: Iterators
• Iterator Statement: Using FOR ALL…IN Clause
• Iterator Statement: Using WHERE Clause
• Statement Rules: CONSUMES…FROM Equivalence
• Quiz
• Summary

Connectivity and Network Models

• Implementation Flow for Creating a Configuration Model
• Objectives
• Overview of Connectivity
• Models that Require Connectivity
• Computer Network Example
• Connectors
• Required vs. Optional Connections
• Connector Targets and Model Structure
• Connectors and Configuration Rules
• Connectors and Rules in Configurator Developer
• Connectors and Rules at Runtime
• Creating Connections at Runtime
• Creating Instances with Connectors at Runtime
• Quiz
• Summary

User Interfaces

• Objectives
• Kinds of Configurator User Interfaces
• User Interfaces Created in Configurator Developer
• Definition of Common UI Terms
• User Interface Templates
• User Interface Structure
• UI Structure and Elements in Configurator Developer
• UI Elements at Runtime
• User Interface Templates
• UI Master Template Settings
• Template-Based User Interface Creation
• UI Content Templates
• Creating a UI Template
• Implementation Flow for Creating a Configuration Model
• Generated vs. Empty User Interface
• Navigation Styles
• Step-by-Step Navigation Style at Runtime
• Dynamic Model Tree Navigation Style at Runtime
• Side Menu Navigation Style at Runtime
• Subtab Navigation Style at Runtime
• Default Icons
• Implementation Flow for Creating a Configuration Model
• Before Unit Testing a User Interface
• Testing a User Interface
• Editing a User Interface
• The UI Definition
• The Menus Folder
• Menus
• Page Links
• The Page Flows Folder
• UI Elements: Introduction
• Example of a Generated UI Element
• Layout Regions
• Understanding Layout Regions
• Example of a Stack Layout Region
• Example of a Row Layout Region
• Creating UI Elements
• Basic UI Elements
• Other UI Elements
• Types of “Button” UI Elements
• Copying, Moving, and Deleting UI Elements
• UI Captions
• Runtime Actions
• Sorting Options at Runtime
• Refreshing a User Interface
• The Refresh Enabled Setting
• Task: Refreshing a User Interface
• Quiz
• Summary

Publishing Configuration Models

• Objectives
• Implementation Flow for Creating a Configuration Model
• Publishing Configuration Models
• Publishing Flow
• Publication
• Applicability Parameters
• Applications Parameter
• Languages Parameter
• Usages and Date Range Parameters
• Publishing Concurrent Programs
• Maintaining Publications
• Publication Status
• Republishing a Configuration Model
• Quiz
• Summary
• A Configurator Extensions
• Implementation Flow for Creating a Configuration Model A-2
• Objectives A-3
• Overview of Configurator Extensions A-4
• Key Elements of a Configurator Extension Implementation A-5
• Overview of the CIO A-6
• Configurator Extensions and the CIO A-7
• Configurator Extension Invocation A-8
• Configurator Extensions and Model Structure A-9
• Multiple Instances at Runtime A-10
• CIO Interaction With the User Interface A-11
• Custom Applications and the CIO A-12
• Using the CIO Interfaces and Classes A-13
• Example of Using CIO in Java Code A-14
• Program Flow in CX Java Class Files A-15
• Recommended Practices A-16
• For More Information A-17
• Implementation Flow: Develop Configurator Extensions A-18
• Development Prerequisites A-19
• Overview of Configurator Extension Development A-20
• Task: Building Java Classes A-21
• Java Source File Example A-22
• Task: Building Java Classes A-23
• Java Source File Example Using CIO A-24
• Task: Building Java Classes A-25
• Remote Debugging with JDeveloper A-27
• Configurator Extension Requirements and Restrictions A-28
• Configurator Extension Archives – Definition A-29
• Configurator Extension Archive Path – Definition A-30
• Defining Configurator Extension Rules A-31
• Elements of a Configurator Extension Rule A-32
• Configuration Events A-33
• Types of Configuration Events A-34
• Predefined Configuration Events A-35
• Event Binding – Definition A-36
• Event Binding Behavior A-37
• Elements of an Event Binding A-38
• Model Entities for Argument Bindings A-39
• Relationship of Java Method Parameters to Event Binding Arguments A-40
• Creating an Event Binding A-41
• Relationship of Event Binding Arguments to Java Method Parameters A-42
• Command Event – Definition A-43
• Updating Logic and User Interface A-44
• Command Event Buttons A-45
• Changing Default Button Captions A-46
• Testing Command Event Buttons A-47
• Quiz A-48
• Summary A-51
• B Configurator Extension Command Events
• Objectives B-2
• Command Event – Definition B-3
• Updating Logic and User Interface B-4
• Command Event Buttons B-5
• Changing Default Button Captions B-6
• Testing Command Event Buttons B-7
• Quiz B-8
• Summary B-11
• C Course Summary
• Objectives C-2
• Configuration Models C-3
• Configurations C-4
• Implementation Tasks C-5
• CZ Schema Data C-6
• Model Structure C-7
• Configuration Rules and Implicit BOM Rules C-8
• Configuration Rules C-9
• User Interfaces C-10
• Types of User Interfaces C-11
• UI Templates C-12
• UI Elements and Settings C-13
• Editing User Interfaces C-14
• Configurator Extensions C-15
• Unit Testing C-16
• Publishing C-17
• Using Configurator Developer Effectively C-18
• Runtime Access of Configuration Models C-19
• BOM Model-based Configuration Model At Runtime C-20
• For More Information C-21