Managing Profile Options

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Transcript of Managing Profile Options

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Lesson AimAs a system administrator, you control various options in Oracle Applications that determine how your applications look and feel. These options can also control how each application operates. This lesson shows you how to specify these values.

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For further information on using the Personal Profile Values window see:(Help) Oracle Applications User’s Guide > Profile Options > Setting Your Personal User Profile

The table FND_PROFILE_OPTION_VALUES stores values for user profile options. Each row includes values that identify the profile option; the profile level; and the user, responsibility, application, organization, server, or site for whom the profile value is set. There is one row for each profile option setting (at each level, for each user, and so on).

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Of the three hierarchy types, the Security type is most widely used.

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Setting Profile Hierarchy LevelsYou can set user profiles at different levels, using one of three hierarchies.Most profile options use the Security hierarchy, in which setting a user profile affects application users across one of four different levels.Site Level Site-level settings apply to all users at an installation site. To display the name of your installation site, select About Oracle Applications from the Help menu.Application Level Application-level settings apply to all users of the specified application. For example, a profile could be set that applies to all Oracle General Ledger users. Profile options that can be set at the application-level override options set at the site level. Responsibility Level Responsibility-level settings apply to all users currently signed on under the responsibility. For example, a profile could be set that applies to all users of the Oracle General Ledger GL budget supervisor responsibility. Profile options that can be set at the responsibility level override options set at the site and application levels. User Level User-level settings apply to individual users, identified by their application usernames. For example, a user profile could be set that applies only to user JDoe. Profile options set at the user level override all other options.

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Profile Hierarchy Levels - OrganizationThe second hierarchy type is Organization, where organization refers to operating unit. For example, clerks indifferent organizations may need to have different values for a given profile option, depending on their organization, butclerks in the same organization would use the same value. The Organization hierarchy type allows systemadministrators to set a profile option at the organization level, so that all users within that organization will use theprofile option value set once at the organization level. Profiles using the Organization type use the hierarchy Site - Organization – User, where a user level option overrides the organization level option, which overrides the site level option.

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Profile Hierarchy Levels - ServerThe Server hierarchy type is used when the system needs to determine the server on which the user's session isrunning. For example, the profile "Applications Web Agent" can be defined using the Server type. The setting of thisprofile option can differ for an internal server versus an external one. Cookie validation, for example, can then be doneagainst the value of this profile option. Profiles using the Server type use the hierarchy Site - Server - User, where a user level option overrides the server level option, which overrides the site level option.

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Setting System Profile OptionsFor profiles using the Security hierarchy type, if you choose to set a value at the Application, Responsibility, or User level, you must also specify the particular Application, Responsibility, or User. Any values defined at a lower level than the level chosen will also be displayed.

Likewise, for profiles using the Organization hierarchy, if you choose to set a value at the Organization or User level, you must also specify the particular Organization or User. For profiles using the Server hierarchy, if you choose to set a value at the Server or User level, you must also specify the particular Server or User. Any values defined at a lower level than the level chosen will also be displayed.

For a complete description of the fields in the System Profile Values window see:(Help) Applied Technology > Oracle Applications System Administration > Setting Profile Options > System Profile Values Window

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Default User Profile ValuesAfter profile values have been defined, they can be referenced elsewhere in Oracle Applications. The figure shows the locations where profile values can be used to supply default processing values.

• Enter the setting of a profile option as a default value by selecting Profile as the default type, and then enter the internal name (not end-user name) of the profile option as the value in the Default Value field.

• Look up the internal name of the profile option in the User Profiles appendix of the Oracle Applications System Administrator’s Guide.

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How to Use Profile Options Related to AuditingThese two profile options are used to enable auditing within Oracle Applications.AuditTrail: Activate This option enables auditing of changes to database tables. AuditTrail tracks which rows in a database table or tables were updated, at what time, and which user was logged in using the form or forms. Sign-On:Audit LevelThis option allows you to select a level at which to audit users signing on to Oracle Applications. Choose from four audit levels which increase in functionality:

• None – default value. No users will be audited.• User – tracks who signs on to your system, the times the users log on and off, and the

terminals used.• Responsibility – performs the User-level audit as well ass tracking the

responsibilities the users choose and how much time spent as each responsibility. • Form – performs the Responsibility-level audit and also tracks the forms the users

choose and how long each form is used.

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How to Use Currency-Related OptionsThe options shown in the figure control the editing of monetary fields.Currency: Negative Format This option enables the user to select the indicators for a negative amount. Currency: Thousands Separator This option enables the user to request that a comma be inserted appropriately within a number of a thousand or more.

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How to Use Flexfield-Related OptionsThe options shown on the figure control the behavior of flexfield processing. AutoSkip As soon as you enter a valid value into a flexfield segment, AutoSkip automatically positions your cursor in the next segment.Shorthand EntryThis option controls the behavior of shorthand entry of flexfields if shorthand entry has been defined. Show Full Value If both shorthand entry and a complete alias have been defined for a flexfield, and this option is set to no, the complete flexfield window does not open when the alias is entered. If this option is set to Yes, the window always opens. Validate on Server Set this option to Yes to enable server-side validation of key flexfields. This improves performance when using key flexfields over a wide-area network.

BiDi DirectionThis option controls the appearance of the flexfields window in Applications running in Semitic languages.

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How to Control Output Processing at the System LevelThe options shown in the figure control output processing at the system level. RRA: EnabledSet this user profile to Yes to use the Report Review Agent to access files on concurrent processing nodes. RRA: Delete Temporary FilesWhen users use a custom editor to view a concurrent output or log file, the Report Review Agent makes a temporary copy of the file on the client. Setting this option to Yes automatically deletes these files when the user exits Oracle Applications. RRA: Maximum Transfer SizeSpecify, in bytes, the maximum allowable size of files transferred by the Report Review Agent. If you enter no value, there is no size limit. RRA: URLSpecify a URL that points to the CGI script on your WebServer to use the Report Review Agent to access files on concurrent processing nodes.

Concurrent: Attach URLWhen a user submits a request and specifies people to be notified in the Completion Options region of the Requests window, everyone is sent a notification when the request is

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How the User Can Control Request OutputA user can set several options to control request output. You can specify different tools to view different output types, as well as different font sizes. If a user asks to send request completion notifications to other people, a URL pointing to request results can be sent.

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How to Use User-Related Profile OptionsConcurrent: Report Access LevelThis option determines the level of output and log files that are available to a user for online viewing. Concurrent: Attach URLSetting this option to “Yes” causes a URL to be attached to request completion notifications. When a user submits a request, and specifies people to be notified in the defining completion options region, a URL is appended to the notification that enables them to view the request on-line.Concurrent: Save OutputYou can save your request outputs in a file if one is generated. This allows you to reprint a request.Concurrent: Active Request LimitYou can limit the number of requests that can be run simultaneously by each user, or for every user at a site.

Concurrent: Request PriorityThis displays the default priority number for your concurrent requests. Priorities range from 1 (highest) to 99 (lowest). The default is 50.

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How to Use Security Signon Profile OptionsSign-On:Notification Setting this option to “Yes” displays a message at login that indicates:

• Concurrent request failures since your last session• How many times someone tried to log on to Oracle Applications with your username

and an incorrect password• When the default printer identified in your user profile is unregistered or not

specifiedSignon Password Hard to GuessThis profile option sets rules for choosing passwords to ensure that they will be “hard to guess.” A password is considered hard-to-guess if it follows these rules:

• It contains at least one letter and at least one number• It does not contain the username• It does not contain repeating characters

Signon Password LengthSignon Password Length sets the minimum length of an Applications signon password. If no value is entered, the minimum length defaults to 5.Signon Password No ReuseThis profile option specifies the number of days that a user must wait before being allowed to reuse a password.

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Lesson SummaryAn important function of the system administrator is to control the default behavior and appearance of Oracle Applications. This is done by specifying profile values. In this lesson you saw how to display and update profile values. You also learned how to reference previously defined profile values elsewhere in Oracle Applications.