Oracle Trading Community Architecture Administration Guide

460 Pages·2006·1.79 MB·English

Oracle® Trading Community Architecture
Administration Guide
Release 12
Part No. B25894-01
December 2006
Oracle Trading Community Architecture Administration Guide, Release 12
Part No. B25894-01
Copyright © 2003, 2006, Oracle. All rights reserved.
Primary Author:     Essan Ni
Contributing Author:     Charlie Ahern, Mathew Daniel, Melanie Heisler, Shivranjini Krishnamurthy, Vijay
Tiwary
Contributor:     Alan Adams, Isam Alyousfi, Olga Basman, Anupam Bordia, Michael Brantley, Swetha
Chitrapu, Jack Chou, Carol Chow, Joseph del Callar, Mani Desik, Sunil Erothadathil, Rashmi Goyal, Jianying
Huang, Rahul Kamath, Charity Kocher, Shannon Kreps, Jocelyn Lin, Srikanth Mattegunta, Vivek Nama, Cuby
Ng, Jyoti Pandey, Ronda Pitts, Suresh Ponnambalam, Maria Quinlan, Srinivasa Rangan, Indrajit Sen, Ajay
Singh, Markus Spohn, Adam Stafford, Matt Stitz, Ryan Taketa, Tasman Tang, Colathur Vijayan, Amy Wu
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Contents
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Preface
1 Overview
IntroductiontoAdministration................................................................................................ 1-1
2 Implementation
GeneralImplementation...........................................................................................................2-1
AssigningResponsibilitiestoUsers.....................................................................................2-2
CustomerTextDataCreationandIndexing....................................................................... 2-2
RunningMigrationandUpgradeRequests.........................................................................2-3
SettingUpBusinessEvents..................................................................................................2-4
DefiningtheBusinessEventTypestoRaise..................................................................2-6
DefiningHowBusinessEventsAreRaised...................................................................2-9
PreservingEventInformation.....................................................................................2-10
EventRaising...............................................................................................................2-10
EventSubscription...................................................................................................... 2-11
ImpactandAlternativesofNotRaisingGranularBusinessEvents............................2-11
SettingUpWorkflowDirectorySynchronization..............................................................2-12
IncrementalWorkflowDirectorySynchronization..................................................... 2-18
BulkWorkflowDirectorySynchronization.................................................................2-19
DefiningAdministrationAccess........................................................................................2-21
Feature-SpecificImplementation............................................................................................2-21
SettingUpBatchAddressValidation................................................................................ 2-22
SettingUpBatchDuplicateIdentification..........................................................................2-23
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SettingUpBulkImport......................................................................................................2-24
BulkImportDe-DuplicationProcesses........................................................................2-26
SettingUpCustomerInterface...........................................................................................2-29
SettingUpCustomerMerge.............................................................................................. 2-30
SettingUpeLocationsSpatialDataIntegration.................................................................2-31
LocationsSpatialIndexRebuild..................................................................................2-32
SettingUpPartyMerge......................................................................................................2-32
SettingUpReal-TimeAddressValidation.........................................................................2-33
SettingUpRelationshipManager......................................................................................2-36
SettingUpThirdPartyDataIntegration............................................................................2-36
3 Relationships
AdministeringRelationships....................................................................................................3-1
SearchingforRelationshipTypes.............................................................................................3-3
CreatingRelationshipTypes.................................................................................................... 3-4
ViewingandConvertingRelationshipTypes..........................................................................3-5
CopyingRelationshipTypes.................................................................................................... 3-6
AddingRelationshipPhraseandRolePairstoRelationshipTypes.......................................3-7
AssigningRelationshipPhrasesandRolestoRelationshipGroups.......................................3-9
4 Classifications
ClassificationsOverview.......................................................................................................... 4-1
AdministeringClassifications.................................................................................................. 4-4
SearchingforanExistingClassCategory.................................................................................4-5
CreatingaClassCategory......................................................................................................... 4-6
AssigningEntitiestoaClassCategory.....................................................................................4-7
CreatingaClassCode................................................................................................................4-8
AssigningParentClassCodes..............................................................................................4-9
UpdatingaClassCategory......................................................................................................4-10
UpdatingaClassCode............................................................................................................4-11
ViewingaClassCodeHierarchy............................................................................................4-11
CopyingaClassCategory....................................................................................................... 4-12
RefreshofClassificationDenormalization............................................................................4-13
5 Data Quality Management
DataQualityManagementOverview.......................................................................................5-2
MajorFeatures..................................................................................................................... 5-2
DataQualityManagementExamples..................................................................................5-5
DataQualityManagementProcess......................................................................................5-7
AdministeringDataQualityManagement.............................................................................5-10
iv
DQMAdministrationOverviewPage............................................................................... 5-11
WordReplacements.................................................................................................................5-12
CreatingandUpdatingWordReplacementLists..............................................................5-14
WordReplacementsTips...................................................................................................5-17
CreatingCustomWordReplacementConditions..............................................................5-19
AttributesforDQM.................................................................................................................5-20
TransformationsOverview.....................................................................................................5-21
DefiningAttributesandTransformations..............................................................................5-22
CreatingCustomAttributes...............................................................................................5-24
CreatingCustomTransformations.....................................................................................5-26
AttributeandTransformationTips....................................................................................5-27
MatchRulesOverview............................................................................................................5-28
TheMatchingProcess........................................................................................................5-30
SearchMatchingProcess.............................................................................................5-30
ExpandedDuplicateIdentificationMatchingProcess.................................................5-31
BulkDuplicateIdentificationMatchingProcess..........................................................5-33
DefiningSingleMatchRules..................................................................................................5-35
EnteringMatchRuleDetails..............................................................................................5-36
SelectingAttributesandDefiningUsage...........................................................................5-37
AssigningScores,Transformations,andThresholds.........................................................5-40
MatchRuleExample..........................................................................................................5-44
DefiningMatchRuleSets.......................................................................................................5-49
DQMCompileAllRulesProgram..........................................................................................5-51
QualityAdjustedSearchResults............................................................................................5-51
CreatingLogicforQualityAdjustedSearchResults..........................................................5-53
ViewingMatchRules..............................................................................................................5-55
StagedSchema.........................................................................................................................5-56
DQMStagingProgram...................................................................................................... 5-58
DQMIndexOptimizationProgram...................................................................................5-60
DQMSynchronizationMethod..........................................................................................5-61
DQMSynchronizationProgram..................................................................................5-61
MergeDictionaryOverview................................................................................................... 5-62
MaintainingtheMergeDictionary.....................................................................................5-63
CreatingCustomMergeMasterPartyDefaultingMethod....................................................5-66
Automerge............................................................................................................................... 5-69
DQMDiagnosticReports........................................................................................................5-70
6 Data Sharing and Security
DataSharingandSecurityOverview.......................................................................................6-1
AdministeringDataSharingandSecurity...............................................................................6-2
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AdministrationProcess........................................................................................................6-3
CreatingaDataSharingGroup................................................................................................ 6-4
UpdatingaDataSharingGroup...............................................................................................6-7
AssigningPrivilegestoAccessaDataSharingGroup.............................................................6-8
7 Adapters
AdaptersOverview....................................................................................................................7-1
AdministeringAdapters............................................................................................................7-2
ConfiguringAdapters..........................................................................................................7-3
CreatingAddressValidationAdapters.....................................................................................7-6
8 Phones
AdministeringPhones...............................................................................................................8-1
DefiningTimeZonesforPhones..........................................................................................8-1
DefiningPhoneFormats......................................................................................................8-2
9 Extensions
AdministeringExtensions.........................................................................................................9-1
ExtensionsProcess...............................................................................................................9-2
ExtensionsExample.............................................................................................................9-3
CopyingExtensionsDataforProfileVersioning.................................................................9-9
10 Source System Management
SourceSystemManagementOverview..................................................................................10-1
AdministeringSourceSystemManagement..........................................................................10-2
SourceSystemsOverview.......................................................................................................10-3
AdministeringSourceSystems...............................................................................................10-5
SettingUpFlexfieldsforSourceSystems...........................................................................10-6
CreatingandUpdatingSourceSystems.............................................................................10-6
ViewingSourceSystems....................................................................................................10-7
SingleSourceofTruthOverview...........................................................................................10-7
AttributeGroups..............................................................................................................10-10
SingleSourceofTruthExampleforRankDisplayMethod.............................................10-12
AttributeGroupsExampleforRankDisplayMethod...............................................10-16
AdministeringSingleSourceofTruth.................................................................................10-19
SettingUpDisplayRules.................................................................................................10-19
ThirdPartyDataIntegrationUpdateProgram..........................................................10-20
SettingUpUserOverwriteRules.....................................................................................10-21
DataSecurityforOtherEntities............................................................................................10-22
vi
SettingUpUserCreateandUpdateRules.......................................................................10-22
11 Geography Hierarchy
GeographyHierarchyOverview.............................................................................................11-1
AdministeringGeographyHierarchy.....................................................................................11-3
DefiningCountryStructures.................................................................................................. 11-6
ViewingandDefiningGeographies.......................................................................................11-7
UpdatingGeographies............................................................................................................11-8
ManagingValidations...........................................................................................................11-10
GeographyNameReferencingProcess.................................................................................11-14
12 Certification
AdministeringCertification....................................................................................................12-1
13 Resource Manager Implementation Overview
Overview................................................................................................................................. 13-1
InstallationVerification..........................................................................................................13-6
ApplicationProcedures..................................................................................................... 13-7
ResourceManagerDependencies.........................................................................................13-22
PhaseI:SettingUpResourceManager.................................................................................13-23
PhaseII:ManagingResourceswithResourceManager...................................................... 13-27
ResourceManagerConcurrentPrograms.............................................................................13-32
14 Phase I: Setting Up Resource Manager
OverviewofSettingUpResourceManager...........................................................................14-2
MassImportingResourcesFromOtherApplicationsintheE-BusinessSuite.....................14-4
ImportingResourcesFromLegacyApplicationsUsingAPIs................................................14-5
ImportingIndividualResources.............................................................................................14-5
CreatingaResourceManuallyinForms.................................................................................14-7
CreatingaSalespersonAutomatically..................................................................................14-12
CreatingaSalespersonofTypeOtherandToBeHiredinHTML......................................14-18
CreatingaSalespersoninMultipleOrganizations..............................................................14-19
DefiningRoleTypes............................................................................................................. 14-21
DefiningRolesinForms......................................................................................................14-22
DefiningRolesinHTML......................................................................................................14-23
SpecifyingRoleAttributes....................................................................................................14-24
DefiningSkillLevelsinHTML............................................................................................14-26
AssigningaNumericValuetoaSkillRating.......................................................................14-26
ChangingtheNameofaSkillRating...................................................................................14-27
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PublishingWorkflowBusinessEvents................................................................................ 14-27
15 Phase II: Managing Resources
OverviewofManagingResources..........................................................................................15-2
FindingaResourceinForms...................................................................................................15-5
FindingandChangingaResourceinHTML..........................................................................15-6
ConfiguringResourceFieldsforUpdates..............................................................................15-7
AssigningAdditionalResourceAttributes............................................................................ 15-8
SynchronizingEndDatesforPartnerandEmployeeResources...........................................15-9
CreatingGroupsinForms.....................................................................................................15-11
CreatingGroupsinHTML....................................................................................................15-14
DefiningDynamicGroupsinForms....................................................................................15-15
DefiningDynamicGroupsinHTML...................................................................................15-17
ViewingGroupHierarchyinForms.....................................................................................15-18
ViewingRoleDetails............................................................................................................ 15-19
AssigningRolestoResources...............................................................................................15-20
AssigningResourcestoGroups............................................................................................15-21
DefiningTeamsinForms......................................................................................................15-21
DefiningTeamsinHTML.....................................................................................................15-23
ConfiguringGroupandTeamMemberNotifications.........................................................15-24
MovingaGroupofSalespersonsfromOneCompensationAnalysttoAnother................15-35
RunningaGroupAuditReport............................................................................................15-36
ViewinganAuditReport......................................................................................................15-37
RunningaGroupStructureReport.......................................................................................15-38
ViewingaGroupStructureReport.......................................................................................15-39
RunningResourceSkillsReport...........................................................................................15-40
ViewingResourceSkillsReport...........................................................................................15-41
16 Troubleshooting Resource Manager
CommonImplementationErrors............................................................................................16-1
ErrorMessages.........................................................................................................................16-8
FrequentlyAskedQuestions(FAQs)....................................................................................16-13
A Reports and Processes
B Oracle Trading Community Architecture Profile Options and Categories
ProfileOptionsandProfileOptionCategoriesOverview...................................................... B-1
ProfileOptionCategoryandProfileOptionsDescriptions....................................................B-5
AddressFormattingDeploymentCategory........................................................................B-6
viii
AddressValidationDeploymentCategory......................................................................... B-8
BulkImportDeploymentCategory...................................................................................B-10
BulkImportSetupCategory..............................................................................................B-12
CustomerInterfaceDeploymentCategory........................................................................B-13
CustomerMergeDeploymentCategory............................................................................B-14
DataSharingandSecurityCategory................................................................................. B-16
DQMDeploymentCategory............................................................................................. B-17
DQMFuzzyKeyGenerationCategory..............................................................................B-21
GeographyHierarchyDeploymentCategory....................................................................B-22
PartyImportSetupCategory.............................................................................................B-23
PartyMergeDeploymentCategory...................................................................................B-24
PartyMergeSetupCategory............................................................................................. B-25
SourceSystemManagementSetupCategory....................................................................B-27
SpatialDeploymentCategory............................................................................................B-28
TCADeploymentCategory...............................................................................................B-28
ThirdPartyDeploymentCategory....................................................................................B-32
UnusedorInternalProfileOptions...................................................................................B-33
C Resource Manager Profile Options and Categories
ProfileOptionsandProfileOptionCategoriesOverview......................................................C-1
ProfileOptionCategoryandProfileOptionsDescriptions....................................................C-2
ResourceSecurityCategory.................................................................................................C-2
ResourceSetupCategory.................................................................................................... C-4
D Customizing Trading Community Architecture
TradingCommunityArchitectureAdmin-PersonalizablePages............................................D-1
E Customizing Resource Manager
ExtendingResourceManagerBC4JObjects.............................................................................E-1
F Standard Navigation Paths
StandardNavigationPaths.......................................................................................................F-1
Index
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