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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
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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System Administration
After completion of this session, you shouldunderstand the following:
Application user names
Applications responsibility Menus
Functions
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System Administration
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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System Administration
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
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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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32
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
Security and Controls Considerations by Business Cycle
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
Security and Controls Considerations by Business Cycle
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
Segregation of Duties
What must be segregated?
Record Keeping Custody of Assets
Authorization Reconciliation
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ISACA Conference
Segregation of Duties
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
Segregation of Duties
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
Segregation of Duties
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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44
Contact Information
Andy Avery
Supply Chain ManagementDirector
443-610-3611
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Getting Started with Oracle Applications
45
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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This guide describes the user interface
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
46
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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
47
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48
HTML
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Using Forms-Based Applications
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50
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
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