BIZTECH_SYSADMIN

7/30/2019 BIZTECH_SYSADMIN

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Basic Navigation

& System AdminTraining


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2

Agenda

Summary User Familiarization Training Expectations

Introduction

System Administration

Basic Navigation

Hitch Hikers Guide to Oracle Applications

User Access & VPN Account

Questions


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User Familiarization Training

Provide an introduction to key concepts andterminology for the Oracle Modules included

in the implementation plan.

Provide team members with module andfunctionality background so Accelerator

Questionnaires can be accurately and

appropriately be completed.


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System Administration includes: Managing security to users

Assigning Responsibilities

Associating Reports to a Responsibility Associating Concurrent Programs to a

Responsibility

Administrating concurrent processing

Other related topics


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After completion of this session, you shouldunderstand the following:

Application user names

Applications responsibility Menus

Functions


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User Accounts Used to grant access to application to each

employee

Responsibilities are assigned to grant access to

specific Functions.

i.e. Sales Contracts, Order Management, Accounts

Receivables, Accounts Payables, etc

Custom Responsibilities with Custom Menus such asNIB Sales Contracts Admin


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Responsibility Components

Request security

groupData group

Exclusions

Menu


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Managing Function Security

Menu Level 1

Menu Level 3

Menu Level 2

Function

Function

Function

Function

Function

Function

Subfunction

Subfunction

Subfunction

Menu Level 3

Menu Level 2

Function: A set of

executable code

available as a menu

option

Subfunction: A subset

of a forms functionality


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Basic Navigation

The purpose of this overview is to explainbasic Oracle concepts and forms.

Host Entries Necessary

Applications URL Trusted Sites in Internet Explorer


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Basic Navigation

Find Host File on your local machineC:\WINDOWS\system32\drivers\etc\hosts


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Basic Navigation

Host Entries Necessary: Open with note pad or word pad and add entries

10.2.2.116 sidious.domain.nib.org sidious

10.2.2.111 vader.domain.nib.org vader

172.24.1.25 abilityonetest.nib.org


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Basic Navigation

Test 3 - Applications URL: http://vader.domain.nib.org:8037

Add as Trusted Site in Internet Explorer

Options
http://vader.domain.nib.org:8037/http://vader.domain.nib.org:8037/


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Basic Navigation

Open Internet Explorer Navigate to the URL

Sign In


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Basic Navigation

Enter your username and password, and then click on the LOGIN

button (or simply press ENTER on your keyboard.)

The first time you login, you will be required to change your password.

NOTE: You must get used to TABBING to get from one field to the

next in the Oracle screens. This is an important point in navigating

successfully through the Applications.

After you login, the screen will display the responsibilities you have

access to. A responsibility in Oracle tells you which screens and

functions you have access to within the system. It also dictates which

reports you have the authority to run.

Click on one the responsibilities. After a short time, the functionsavailable for the chosen responsibility will display.


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Basic Navigation

Default Login Function: We will setup a default login function for your

user to save time each time you log in.

This should be a form:


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Basic Navigation

Top Ten List


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Basic Navigation

Using the Toolbar and Menu


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Basic NavigationIcon Name Description

New Record Create a new record in the active form.

Find Displays the Find window to retrieve records.

Show Navigator Displays the Navigator window.

Save Saves any pending changes in the active form.

Next Step Updates the Process workflow in the Navigator

by advancing to the next step in the process.

Print Prints the current screen that the cursor is in. Insome cases it may print a report associated with

the current data.Close Form Closes all windows of the current form.

Cut Cut the current selection to the clipboard.

Copy Copies current selection to the clipboard.

Paste Pastes from the clipboard into the current field.

Clear Record Removes the current record from displaying in

the current window.

Delete Record Deletes the current record from the database.

Edit Field Enter or change values for the current field.

Zoom Invoke a custom-defined Zoom.

Translations Opens the Translations window.

Attachments Open the Attachments window. If one or moreattachments already exist, the icon changes to a

paper clip on a piece of paper.

Folder Tools Opens the Folder tool palette.

Window Help Opens help for the current window.


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Concurrent Requests

Concurrent processing helps you satisfy thefollowing business needs:

Continue working at your computer while

running data-dependent reports and programs

Fully use the capacity of your hardware by

executing many application tasks at once.


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Concurrent Requests - Definitions

Concurrent Request

A concurrent requestis a request that you submit to run a concurrent program

as a concurrent process. You issue a concurrent request when you submit a

report or program to run using Standard Request Submission (SRS) or when you

click an action button in a product-specific submission window.

Concurrent Manager

A concurrent manageris a component of concurrent processing that monitorsand runs requests without tying up your computer.

Request Set

A request setis a collection of reports or programs that you group together. You

submit the reports or programs in a request set all at once, using one

transaction.

Stage

A stage is a component of a request set used to group requests within the set.

All requests in a stage are run in parallel, while the stages themselves are run

sequentially in the request set.


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Concurrent Requests

Parameter

In SRS, aparameteris a report variable whose value you can change each time

you run a report. For example, you might run an account balance report and

change the account number whenever you run the report. The account number

is the parameter for the report.

Concurrent Processing Options

You can control and change certain run options for each of your concurrentrequests. Not only can you control and change the number of copies to print,

which print style to use, and which printer to use, but you can also choose to

hold a request from being run, choose a specific date or time to start a request,

or choose to save the results of your concurrent request in a standard file

format.

Online Request Review

You can review the output and log files from your concurrent requests online.

You can see the results of a concurrent request without the delay of printing out

the entire report or log file.


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Key Terms

Flexfield Technology

Flexfields are important building blocks in Oracle Applications.

They allow screens and reports to contain data that is uniquely relevant for

your organization.

Each flexfield can be configured to capture and display the specific

information you want.

Key and Descriptive Flexfields

There are two types of flexfields: Key and Descriptive.

Key Flexfields are used throughout the Applications to uniquely identify

information General Ledger accounts, HR Jobs and Positions, Fixed Assets

Locations, and other entities that every business needs to keep track of.


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Key Terms

Segments

A segment is a single sub-field within a flexfield.

You define the appearance and meaning of individual segments when

customizing a flexfield.

A segment is represented in your database as a single table column.

For a key flexfield, a segment usually describes a particular characteristic of

the entity identified by the flexfield. For example, you can have a key flexfield that stores part numbers. The key

flexfield can contain the part number PAD-YEL-NR-8 1/2x14, which represents

a yellow, narrow ruled, 8 1/2" x 14" note pad.

Each section in the part number, separated by a hyphen, describes a

characteristic of the part. The first segment describes the object, a note pad;the second segment describes the color of the object, yellow, and so on.


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Accounting Organization Structure

Legal Entity Entity that owns assets,

records sales and makes

purchases

Ledgers

Operating Unit Allows segregation of data in

the subledger

Division Allows separate balance

sheet reporting


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NIB Inventory Infrastructure


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Ledger

Calendar

The Accounting year and the periods that make

up that year

Currency

The functional currency that the Trial Balance

will be recorded in

Accounting Method (also referred to as

SubLedger Accounting, or SLA)

The Accounting Method takes transactions and

turns them into events that can be accounted

for, based on setups assigned to that event


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Chart of Accounts

What should it include? If you want to produce financials reports by it,

it needs to be a segment in the Chart of

Accounts

Chart of Account segments include

Balancing Segment (Required)

Cost Center (Required)

Account (Required) Future Use (Optional, but recommended)


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Chart of Accounts

Once the structure of the Chart of Accountsis defined, it cannot be changed. Structure of Accounting Segments that will be used to record all

financial transactions


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VPN Connections

Cisco VPN

Tool to connect remotely to the NIB Network

Access to Oracle Instances & NIB Portal

NIB IT needs to setup VPN user names and

passwords


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Now you are familiar with Oracle System Administration

and Basic Navigation key concepts and functionality!

Common System Administration Terms Users, Responsibilities

Functional Security

Basic Navigation Sign On

Top Ten Lists

Concurrent Requests

Key Terms

Summary


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Questions?

Thank You!


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BizTech Overview

Leading Mid Atlantic IT Services firm focused on Oracle Applications and

Technology solutions

Over 400 successful implementations over the past 15 years

Based in King of Prussia, PA with offices in New Jersey, New York City andWashington DC

Serving Fortune 500 companies and organizations representing a variety of

industries

100 + Oracle certified and experienced consultants

About BizTech


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ISACA Conference

Some Leading Practices to Secure Oracle (Contd)

Profile Options Signon / Suggestedsettings

Signon Password No Reuse180

Signon Password Length6-8 Signon Password Hard to GuessY

Signon Password Failure Limit3

Sign on:Audit LevelForm

Sign on: NotificationY


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ISACA Conference

Some Leading Practices to Secure Oracle (Contd)

Other Security Related Profile optionsProfile Option / Suggested setup

AuditTrail:ActivateY

Concurrent:Report Access Level - User

FND:Diagnostics - No

Utilities:DiagnosticsNo


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ISACA Conference

Security and Controls Considerations by Business Cycle

1. Order to Cash OM Transactions type Setting

Holds: Operational and Financial

Processing Constraints Rules Payment Terms

Credit Limit and Credit Check


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ISACA Conference


2. Procure to Pay Document Types PO, Requisitions, etc

Approval Limits and Approval Groups

Tolerances Invoice Matching

Banks setup


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ISACA Conference


3. General Ledger/Financial Close GL Chart of Accounts, Security rules, Cross-

validation rules

Journal Approval and Posting

Consolidation Mapping Rules

Translation and Exchange Rates

Suspense Posting and Dynamic insert option


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ISACA Conference

Agenda

1. Objectives2. Oracle ERP Overview

3. Oracle ERP Security

4. Oracle Workflow and Security

5. How to Secure Oracle Applications

6. Security and Controls Considerations by

Business Cycle

7. Segregation of Duties


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ISACA Conference

Segregation of Duties

What is Segregation of Duties (SOD)?

The principle of separating incompatible functions from an

individual

Designed to prevent, rather than detect

Reduces risk, as circumventing a well designed SOD environment

requires collusion

SOD includes system level segregation as well as segregation of

manual processes


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ISACA Conference


What must be segregated?

Record Keeping Custody of Assets

Authorization Reconciliation


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ISACA Conference


Approval

Hieararchy

Roles andResponsibilities

Organizations

General Ledger

Security

Business Units /

Sets of Books

Workflo

w

Accounting

Transactions

Custom Code

Segregation of Duties and

restricted access is a multi-

dimensional challenge.

Tools may be used to assist

in the initial analysis ofsegregation of duties and

the design of Roles and

Responsibilities. In addition,

other dimensions of the

ERP application security

should be understood to

assess the full nature of

segregation of duties

weaknesses.


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ISACA Conference


In a practical way, SOD is enforced in Oracle through

responsibilities!

A responsibility defines a set of menu options and functions that areaccessible to a user and defines reports and processes which maybe run

Responsibilities usually grant access to just one Oracle module,such as General Ledger or Accounts Payable

A user can be assigned more than one responsibility

Role Based Access Control (RBAC) - new feature in 11.5.10


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ISACA Conference


ApplicationsUser

User Name

Password

Responsibility

Main Menu

Menu

Forms

Menu

Forms

Request Security Group

Reports

Request Sets

Concurrent Programs

Security Rules

Flexfield Values

Report Parameters

Responsibility Security

Role Based

Access Control -

RBAC


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Contact Information

Andy Avery

Supply Chain ManagementDirector

443-610-3611

[email protected]


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Getting Started with Oracle Applications

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Two Types of Interfaces

Oracle E-Business Suite applications are eitherForms-based or HTML-based.

Forms-based applications are optimized for

processing a large volume of transactions.

HTML-based applications, sometimes referredto as "self-service applications", are

optimized for ease of first-time use.

For example, to enter a batch of journals, the

E-Business Suite provides a Forms-based

application. To submit an expense report, the

E-Business Suite provides an HTML-based

application.

This guide describes the user interface


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features that are common to Oracle E-Business Suite

applications, including:

List of Values (LOV)

Flexfields

Search (Query)

functions Folders

Concurrent Requests

Export

Attachments

User Profile Options

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A few comments

3 ways to do most things Tab key versus enter key

Be smart when you use the mouse

F4Exit, please dont close each window Enter mode screens are difficult

Other favorites

Use F6

F4

Ctrl S

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HTML


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Using Forms-Based Applications

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The E-Business Suite Home page is your entry point to Oracle E-Business

Suite. From

this page you can:

1. View or respond to your most important notifications from the Worklist.

2. Access E-Business Suite functions from the Navigator.

3. Set Preferences.

4. Navigate to frequently-used functions or Web pages from Favorites.

Using Worklists

The Worklist displays your most important notifications. Select the Subjectto

respond,

or select Full Listto see all of your notifications.

Access E-Business Suite FunctionsUse the Navigator to access Oracle E-Business Suite functions grouped by

responsibility.

Note: A responsibilityis a level of authority in Oracle E-Business Suite.


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Set Preferences

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Select Preferences to set personal options. Options include language,

territory, time zone, notification style, accessibility setting, and formats fordates and numbers. You can also reset your password from the

Preferences page.

Optionally specify a Start Page for all future sessions from available pages

(organized by responsibility).

Note: From the Forms interface, change your Start Page using the

"Applications Start Page" profile option.

Set additional preferences using user profile options.

Navigate to Frequently-Used Functions

Customize your Favorites by adding links to frequently-used functions and

Web sites.

To add or remove links, select Edit Favorites.


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Short cut keys


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The LOV Button

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Using a List of Values (LOV)

A field that has a predefined list of valid values

displays an LOV icon. Select this icon toview the valid field values.

If a list contains more than 100 values, you are

prompted to enter a Find string to limit

the list.

To choose a value from a list

Select a value, or reduce the list using one of the

following methods:

Without placing your cursor in the Find field, type

the initial character(s) of a value

to autoreduce the list to those items matching the

characters entered. Use the

Backspace key to re-expand the list. If your entry

reduces the list to a single value,the list window closes and inserts the value into the

field.

Note: Lists that require a Find string do not use the

autoreduce

feature. In the list window, enter any group of characters in

the Find field and select the

Find button.

Note: Use the wildcard character (%) to represent

any number of

characters, and the underline (_) to represent a

single character. Do not enter a wildcard character by

itself. This will match all records.

Power List

Power List enables you to enter a search string or

partial value in an LOV field without

opening the list window.

To use Power ListEnter the initial characters of a value in the field and

press the Tab key. Power List

completes the entry for you.

Your entry can include wildcard characters.

If more than one value matches the characters you

specify, a list window opens

containing those values.


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Using Forms-Based Applications

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From the Navigator you can: Open forms from the Functions tab.

Link to documents from the Documents tab.

Launch business processes from the Processes tab.

Open Forms

The Functions tab provides links to the forms accessible to

your current responsibility.

To open a form, expand the function heading and double-click the form name.

Create a Top Ten List

Add forms that you use frequently to your Top Ten List.

Create a different top ten list

for each of your responsibilities.

To add a form to the Top Ten List

Select the form, then select the Add to List button.

To remove a form from the Top Ten List Select the form, then select the Remove from List button.


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The Forms Toolbar

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The toolbar icons and the actions they perform are as

follows:1. The New icon opens a new record.

2. The Find... icon invokes the Find window.

3. The Show Navigator icon invokes the Navigator window.

4. The Save icon saves your data.

5. The Next Step icon advances you to the next step of a

process.

6. The Switch Responsibilities icon invokes the list of your

responsibilities for you to choose another.

7. The Print... icon prints the current screen. In some cases it

may print a report

associated with the current data.

8. The Close Form icon closes all windows of the current

form.

9. The Cut icon cuts the current selection to the clipboard.

10. The Copy icon copies the current selection to theclipboard.

11. The Paste icon pastes from the clipboard into

the current field.

12. The Clear Record icon erases the current recordfrom the form.

13. The Delete icon deletes the current record from

the database.

14. The Edit Field... icon displays the Editor window

for the current field.

15. The Zoom icon invokes customer-defined drill-

down behavior.

16. The Translations... icon invokes the Translations

window. See Creating

Translations for a Record, page 2-9.

17. The Attachments icon invokes the Attachments

window. If attachments already

exist, the icon appears as a paperclip holding paper.

See Attachments, page 2-19.

18. The Folder Tools icon invokes the Folder Toolspalette window. See Customizing

the Presentation of Data, page 2-11.

19. The Window Help icon invokes online help for

the current window.


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Organization of a Form

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1. Single-Row Block

2. Multi-Row Block3. Folder Indicator

4. Current Record Indicator

5. Record

6. Field

7. List of Values Indicator

8. Descriptive Flexfield

9. Master-Detail Coordination Box.Organization of a Form

Field

Use fields to enter, view, update, or delete

information.

By default, a required field is displayed inyellow, and a read-only field is displayed in

gray. These colors can be changed or turned

off using profile options


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4. To exit Enter Query mode without searching: From the View menu,


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Query by Example

To retrieve a group of records based on more sophisticated search

criteria than Find

allows, use Query by Example. Query by Example allows you tospecify search criteria

in any of the queryable fields in the current block. The search criteria

can include

specific values, phrases containing wildcard characters, or query

operators.

If you do not need to retrieve the records, but only want to know how

many records

match your search criteria, perform a query count.

Using Query by Example

1. From the View menu, choose Query by Example, then Enter.

This action switches your window from data entry mode to Enter

Query mode.

Queryable fields are displayed in blue.

2. Enter search criteria in the queryable fields. (Fields may be case-

sensitive). To reuse

criteria from your last search: From the View menu, choose Query by

Example, then Show Last Criteria.

Important: In Enter Query mode, all check boxes are initially in a

null state. To use a check box as a search criterion, you must

explicitly check or uncheck it.

3. To perform the search: From the View menu, choose Query by

Example, then Run.

choose Query

by Example, then Cancel.

To perform a query count

1. Perform steps 1 and 2 from the previous task: "To use Query by

Example".

2. From the View menu, choose Query by Example, then Count

Matching Records.The window's message line displays the number of matching records.

Query Operators

The following table shows the query operators for most fields, their

meanings, and an

example expression:

Query Operators

Operator Meaning Example Expression

= equals = 'Janet', = 107

!= is not != 'Bob', != 109

> greater than > 99.1, > '01-JAN-04'

>= at least >= 55

< less than < 1000.00


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Running Reports and Programs

A report or a concurrent program can be scheduled and

submitted as a single request, or you can schedule andsubmit multiple reports and programs together as a request

set.

Important: The navigation path you use to schedule and

submit requests varies by application. Some of the options

mentioned may not be available based on the selected

request, your responsibility, or if you are using HTML-based

pages. Some functions automatically submit a

request when you choose a specific button or save your

work.

Request Submission

1. Choose the Program Name from the list of available

requests and then enter a

Request Name, which can be used later to search and

monitor your request.

Use the Copy... button to choose and submit a request thatyou have previously

submitted from this responsibility.

2. Define parameters.

If a request requires parameter values, the Parameters

window opens. Enter the

values in the required parameter fields.

Monitoring Requests

The Requests window allows you to:

View the status of your submitted requests.

Change processing options.

Diagnose errors. View your request output.

SRS Form


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HTML-based Hot Keys

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Using Hot KeysThe following hot keys are supported in HTML-based applications. To perform the

action, press the Alt key + the key listed in the table:

Action Key

Apply p

Back k

Cancel l

Continue c

Finish i

Next x

No n



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features that are common to Oracle E-Business Suite

applications, including:

List of Values (LOV)

Flexfields

Search (Query)

functions Folders

Concurrent Requests

Export

Attachments

User Profile Options

BIZTECH_SYSADMIN

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