Therefore, for custom integrators you must:. For detailed instructions for Step 3, see Controlling Integrator Access. You can associate:. Grouping custom integrators by form function improves integrator administration and gives you finer control over user access. For example, you can:. Associate related integrators with a single form function, then add that form function to the menus of authorized users.
Associate download integrators with one form function and upload integrators with a different form function to provide a restricted level of access to some users. Define a form function for each integrator, create a menu for each group of related integrators, and add those menus of functions to users' menus, as appropriate. You can restrict access to integrators by responsibility using the HR Create Integrator Responsibility Restriction integrator.
If you create a restriction for an integrator, only users who have access via the responsibility can access the integrator. You can link integrators to multiple responsibilities. Note: Oracle recommends that you control access to integrators using the form functions and menus instead of responsibility restrictions. Use of form functions and menus provides a greater degree of control over user access. For information about restricting integrators by responsibility, see: Controlling Integrator Access.
In addition to the ability to upload data that you have previously downloaded from a spreadsheet to the Oracle application database, Web ADI enables you to upload new data from legacy systems.
When creating new integrators for use with Web ADI, you may need to create a suitable view. If you have views that you have created for use with ADE, you can reuse these views. INI file located on either individual user desktops or a shared drive. To use this concurrent process, you need to copy the ADE. INI file to a directory accessible to the Oracle database.
To download data to a document from an HRMS window. Select the viewer you want to use to display the document. If you intend to edit the data and upload it again, select a spreadsheet viewer. If several different versions of a viewer are available, your system administrator can tell you which version is appropriate.
Select the Reporting check box if you are downloading data for reporting or letter generation purposes. If you want to edit the data in the spreadsheet and upload it to the application again, leave this box blank. You cannot upload data if the Reporting check box is selected when you download the data. Note: You can only upload data using an integrator that has been set up to allow upload.
Check with your system administrator to ensure that an appropriate integrator is available. If more than one integrator is available for the HRMS window from which you ran the query, the Integrator page appears. Select an integrator. All other information is defaulted, and a Review page displays technical details of the document that will be created. Choose the Create Document button to continue. A spreadsheet or word processing document is created and displayed using the viewer you selected, and the data from the records you queried is added to the spreadsheet.
Confirmation messages appear as the document is created. The data downloaded to the document depends on the query you entered in the window and the columns in your layout. Note: You may want to save the spreadsheet on your desktop at this stage, as otherwise the spreadsheet and the data it contains will be lost from your desktop when you close the spreadsheet the data remains in the Oracle application.
To use integrators from the Web ADI self-service menu. Caution: To move within the application, use the application's Back, Next, and Cancel buttons only. Select a viewer to display the document.
If you want to upload data, then select a spreadsheet viewer. If several different versions of a viewer are available, ask your system administrator which version to use.
Note: You can only upload data using an integrator that allows uploads. In the Content page, select None to create a spreadsheet layout only, if you are not downloading data from the database to the spreadsheet. Select the default content to download data from the database.
In the Mapping page, to download data from a text file, select the location of the source text file and the delimiter type, and indicate the row at which to start transferring data. If your text file has header rows, start from row 2; otherwise, use row 1. The Mapping page also shows you the runtime restriction applicable for your integrator. You can enter appropriate values here to restrict your query. In the Review page, review the full details of the new document.
Choose the Back button to change any of the information, or choose the Create Document button to continue. The new document displays in the selected viewer you selected. Confirmation messages appear during this process. In the Upl column of the spreadsheet, each row in which you have changed data in any field is flagged for upload.
As you change data in a field, the row is flagged for upload. If you are not already logged in to Oracle applications, a login page appears. Enter your user name and password, then choose the Login button.
In the Upload Parameters page, choose the Parameters button. If you want to upload flagged rows only, choose the Flagged Rows option button. To upload all rows for example, if uploading from a text file , choose the All Rows option button. Choose the Proceed to Upload button, then choose the Upload button in the page that appears next. The upload takes place, and a series of upload messages is displayed, indicating the success or failure of the upload.
If the upload fails, return to the spreadsheet and correct any errors, then retry the upload. Further details of errors are available in the Messages column at the end of each row of the spreadsheet.
If the upload is successful, the data is uploaded to the database. Confirmation messages indicate the success of the upload. Note: Web ADI uploads all rows to the database if the data is error-free.
If any errors occur, no rows are uploaded. Set up an integrator that enables both download and upload. Define one or more layouts for the integrator. Ensure that the layout contains all the mandatory fields you will need to create a valid record. Ensure that the data to be transferred to the spreadsheet is in a text file in the appropriate format see: Format of Text Files for further details of file formats. Place the file in any directory you can access directly from your PC.
Define mappings between the columns in your text file and columns in the database. Download the empty spreadsheet. Upload the spreadsheet to the database, ensuring that you select the All Rows option button in the Parameters page.
To define a new query, you must use an existing standalone integrator. Specify the application short name that you used, when you created the standalone integrator, in the mapping window. Specify the name for each bind variable in the application parameter name column. Specify the type for each bind variable in the appropriate parameter type columns. For example: Varchar2. You can use the list of values to display the available options. Specify the prompts for each bind variable.
Enter values for each prompt for every bind variable that you defined in the mapping window. You can also change the session date, if required, to ensure that you obtain the latest data for your query. When you have finished defining a standalone query you can use the HR Maintain Standalone Query integrator to update the query. You can use the HR Disable Standalone integrator to remove access to an integrator. Select the integrator from the list displayed, and change the value in the Disable column to Yes.
You now control access to integrators using form functions and menus. Before associating the form functions with integrators you need to define your form functions and menus. Note: When you define your form function select Subfunction in the Type field. Select a spreadsheet viewer. Leave the Reporting check box unselected to download data for updating. Enter the Application Short Name for example, your custom application name. Optionally, enter the integrator name. The displayed spreadsheet shows your selected custom integrators, and has a column for associating form functions.
Enter the form function required for controlling access to the integrator. Note: You can add additional form functions to the same integrator using the comma as a delimiter. You can update or remove any restrictions you created for your integrators using the HR Maintain Integrator Responsibility Restrictions integrator.
Enter the Application Shortname from the list of values, and optionally enter the integrator username. You can remove the values in these two columns to remove any restrictions. Create an integrator to define all the information that you need to download or upload from a particular Oracle HRMS window.
Define an integrator layout that includes all the columns you may want to include as fields in the Word document. To create a data source for the creation of the Word document, click the Export Data icon on the toolbar in the particular Oracle HRMS window, and then download the data, selecting Word as the viewer.
The application creates a simple Excel spreadsheet even though you selected Word as the viewer containing a column for each column in the integrator layout defined in Step 2. Create the template Word document using the data source file you saved in Step 4, so that you can select any required fields to include in the Word document.
You can use the Mail Merge feature in Microsoft Word to create the template. This action is similar to the creation of the template letter. Use the Manage Layout Document Links page to create a link between the integrator and layout and the Word template. Search for the required data and click the Export Data icon, and download the data, selecting Word as the viewer. This time, as the template is linked to the integrator and the layout is available in the database, the data automatically creates an Excel spreadsheet and merges it with the Word template to produce the final Word document.
You need to define mappings if you want to transfer data from a text file to a spreadsheet generated by Web ADI in order to upload it to the Oracle application database. Enter a unique name for the mapping. Ensure that it clearly indicates the purpose of the mapping. For example, include the name of the text file and the API. Enter a unique key.
The Web ADI application uses this key to identify the mapping. If you are mapping from a text file, enter the number of columns you want to map. This does not have to be the same as the number of columns in the text file or the API. However, only those columns mapped are transferred from the text file. In the Define Mapping page, select a column from the text file in the source column and a column from the API in the target column that you want to map it to.
Note: The columns you use to map the text file are not read directly from the text file, but are simply numbered columns from 1 to the number you specified in Step 6. To create the mapping, look at the text file and enter the number of the column you want to map to the API column. For example, the following view returns a person's first and last names following a letter request:.
Create an integrator. Define an integrator layout that includes all the columns you may want to include as fields in the standard letter.
In the Letter window in Oracle HRMS, define a letter by entering a name and selecting assignment or enrollment statuses to associate with the letter. Important: The name you enter for the letter in this window must be the same as the name of the layout you created in Step 3.
You must select a concurrent program before you can save the letter type in this window, but you can select any concurrent program as this information is not used by Web ADI. To create a data source for the creation of the template letter, click the Export Data icon on the toolbar in the Request Letter window, and then download the data, selecting Word as the viewer.
The application creates a simple Excel spreadsheet even though you selected Word as the viewer containing a column for each column in the integrator layout defined in Step 3.
Create the template letter in Word using the file you saved in Step 7 as your data source, so that you can select any required fields to include in the letter. Save the template letter to a temporary directory. Upload the template Word document to the database.
Use the Manage Layout Document Links page to create a link between the integrator and layout and the template letter. Delete the temporary files you created in Steps 7 and 8 when you have uploaded the template to the database. To create the Merge letter, in the Request Letter window, select a letter name, click the Export Data icon on the toolbar, and download the data, selecting Word as the viewer.
This time, as the template linked to the integrator and layout is available in the database, the data automatically creates a merge letter. You can upload template letters to the Oracle applications database, making them available for use by anyone creating a mail merge letter.
You can also overwrite an existing template letter with an updated version, and delete unused letters from the database. Select the template letter file from the temporary directory where you saved it on your PC see Creating Mail Merge Letters , and select a document category to identify the type of letter for example, whether it is a recruitment letter or an offer letter.
See: Adding Lookup Types and Values. In the Overwrite Existing Document page, select the new version of the template letter file from the temporary directory where you saved it on your PC, then choose the Apply button.
The new document is uploaded to the database, replacing the old one. If a template letter is linked to a layout, you must first unlink the document from the layout see: Creating Links Between Template Letters and Layouts. You can create links between template letters in the Oracle HRMS database and the integrator and layout that you want to use to generate mail merges using the template.
A list of layouts for the integrator appears. Choose the Link icon next to the layout you want to link to your template letter. A list of documents that have been uploaded to the database is displayed you can restrict the list of documents by using the Search feature. Select the template letter you want to link to the layout, then choose the Select button.
The template letter is associated with the document. Choose the Unlink icon next to the template letter you want to unlink from the layout. The link between the layout and the template letter is removed.
Set up an integrator of the type required. Creating integrators is a system administration step required to enable download or upload of data from and to windows for which no seeded integrator exists. An Application Integrator links to a specific form. You typically use the form to download HRMS data, using some form restriction, modify the data, and then upload the data. You use standalone integrators directly from the self-service menu function.
These integrators allow you to create new data or download and update existing data. You can set up a query restriction to use at runtime. Note: You must not call Application Integrators directly from the self-service menu function.
These integrators rely on information passed to them from the form for which they are defined. In addition, you can link custom Application Integrators to Oracle-supplied forms only. In the Review page, you can see full details of the document that will be created. Choose the Back button if you want to change any of the information, or choose the Create Document button to continue. A spreadsheet document is created, containing all the fields you need to enter to create your own integrator.
If you are creating download-only integrators, including letter generation integrators, enter details in the following columns:. Enter the name of the view you want to use to base the download on.
If you are creating download-only and letter generation integrators, leave the remaining columns blank. Follow the steps for uploading a spreadsheet.
You must associate at least one form function with the integrator for granting user access. See: Controlling Integrator Access. Without this, you cannot create layouts for the integrators. Each integrator must have at least one layout specifying the columns to appear in the spreadsheet. If the integrator already contains layouts, these are displayed.
Choose the Define Layout button to define a new layout. System Administrators should always create at least one default layout for an integrator. End users can optionally create their own layouts to restrict the fields displayed to those they are concerned with. In the Define Layout page, enter a unique name for the layout. This appears whenever the user is required to select the layout, so should clearly indicate the purpose of the layout.
Note: When you create a layout for use in running mail merges, the layout name must exactly match the Letter Name in the Letter window of the HRMS application. Choose Continue. In the next page, you select a subset of these fields to include in your layout. Choose Select All, so that the user can choose from all fields when entering field codes and creating their template letter.
Check that your HR: Data Exchange Directory profile option is set to point to a directory accessible from your Oracle applications database. In the Parameters dialog box, enter the name of your ADE. This file must be located in the directory referred to in the HR: Data Exchange Directory profile option. This is as expected, and can be corrected in Step 8. Locate the output file from the concurrent process, which is placed in the same directory as the ADE.
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