Web adi update integrator

When the concurrent request is complete, you can use your word processor's mail merge facilities to create the merged letters. To create standard letters using a word processor, you need to extract the data you want to include in the letters from the Oracle HRMS database.

You also write skeleton standard letters using your word processor. You then use the mail merge features of your word processor to merge this data with the skeleton standard letters you previously prepared. This merging process creates the actual letters that you send out to students and applicants.

An overview of creating standard letters using a word processor is shown in the following figure. If you use Microsoft Word as your word processor, not only can you use the concurrent processing method to produce your standard letters, but you can also generate letters online using Oracle Web Applications Desktop Integrator Web ADI.

As an alternative to using a word processor to produce standard letters, you can use the Standard Letter and Label features of Oracle Reports. Use this method if you do not want to use word processors to print your letters or if you do not have word processors. You should produce this section exactly as you see it when you define your mail merge file. This enables the datetrack security views to be accessed for the session.

To set the mail merge header linesize. This is dependent on the character length of all the mail merge items you want to use. In the example, the header linesize equates approximately to characters. To enable the spooling of the SQL results.

You must remove the REM keyword from the line that spools output to a file for the Microsoft Mailmerge. If you use concurrent processing to generate the data source file, Concurrent Manager creates the output file. The following section defines the mail merge header information. These are the mail merge fields you integrate with your word processed letter. Ensure that the field size does not exceed 40 characters and that the field name does not include white spaces. Do not forget that the length in characters of this selected row from sys.

The RPAD function pads out the row of information with for all white spaces. The following section updates the letter request from Pending to Complete as the example is for letter requests. Example SQL mail merge file. To set the mail merge header line size.

In the example, the header line size equates approximately to characters. The spool file should match the name of the SQL file you are writing, but with a text file extension. Before creating standard letters, you need to identify several things.

You need to identify the select statements to provide you with the data as the content of your letters. Decide whether to associate your standard letters with student enrollment or applicant assignment statuses. Identify which statuses you want to trigger your standard letters if you do want to link your standard letters to student enrollment or applicant assignment statuses.

For example, do you want to link your standard enrollment confirmation letter to the status Placed so that the letter is triggered when you set a student's enrollment status to Placed? Do you want to link your standard rejection letter to the status Rejected so that it is triggered when an applicant's assignment status is set to Rejected? Oracle Training Administration does not provide template scripts, but we provide an example of a Confirmation letter SQL mail merge file.

You must use this prefix for the system to recognize it as a type of letter. See your Oracle Applications installation server guides for details of where the concurrent manager places the files. You can run the scripts on the server side and make them accessible to other users across the network, or you must copy them to a directory which is accessible from the PC, such as a network drive.

Consult your installation guide for details. You register your program so that you can run it as a concurrent program. You use the Concurrent Programs window to register your program using a system administrator responsibility. In Oracle Human Resources, you can link one or more applicant assignment statuses with each recruitment letter.

A request for the letter is then created automatically when an applicant is given an associated assignment status. For example, you can link your standard recruitment rejection letter to the status Rejected so that the letter is triggered when you set an applicant's assignment status to Rejected.

In Oracle Training Administration, you can link one or more enrollment statuses with each enrollment letter. A request for the letter is then created automatically when an enrollment is given an associated status.

Select one or more applicant assignment statuses to create letter requests automatically for applicants, and check the Enabled box. When an applicant is given one of these statuses, a pending request for this letter type is created automatically. If a pending letter request already exists, the applicant is added to the list of people to receive the letter when you submit the request.

Select one or more enrollment statuses to create letter requests automatically for enrollments, and check the Enabled box. When an enrollment is given one of these statuses, a pending request for this letter type is created automatically.

If a pending letter request already exists, the enrollment is added to the list of people to receive the letter when you submit the request. Write a skeleton letter using your word processor. Include the appropriate merge codes from the data source for the word processor you are using. The mail merge feature of any word processor enables you to merge text from the data file you create into a standard letter. Each line in the data file contains the text to merge into one standard letter for one recipient.

Within the program, you can format the data and include the characters that are recognized as separators by your word processor. A standard letter comprises standard text with a number of embedded variables in it. When you print the letter, the variables are replaced with specific items of data, such as name and address details for different people.

When the concurrent manager has finished processing a letter request, you can merge the data in the Data File with your skeleton letters. Merge the data in the Data File with your skeleton letters to create your standard letters. The merging of text and data files is normally carried out using the mail merge features of your word processor. If you do not have access to the directory where the Data File resides consult your installation guide for details of the location Concurrent Manager places the file , you need to transfer the mail merge files created by the concurrent process to your word processor before you can merge the data file with the skeleton letters.

If you are using a word processor to merge the data file, you need to save the merged letters you generate. If you do not save the merged letters, when you exit the word processor you lose the letters.

You do not lose the data file or the skeleton letter, however. You need to link your report with a letter and one or more statuses. You need to write and register the report. Identify which data you want to extract from the database. Write your skeleton letter text and Select statements specifying the data to be extracted from the Oracle database.

You register your report so that you can run it as a concurrent program. You must use this prefix for the system to recognize it. You use the Concurrent Programs window to register your report using a system administrator responsibility. When you, or other users, set the status for an applicant or enrollment that triggers your standard letters, Oracle HRMS creates a letter request automatically, with the status of Pending.

It also adds the applicant's or student's name to the request. You can view the pending request and names through the Request Letter window. Depending on the requirements of your enterprise, you can generate letter requests for every organization within your enterprise or you can generate separate letter requests for each vacancy you define. If you want to generate separate letter requests by a specific vacancy you must select Yes for the HR: Restrict Letter by Vacancy Name or Event profile.

The advantages of restricting the generation of letters to a specific vacancy is that you can process letters for one organization without affecting another organization within your enterprise. You can add further names to the list manually, if required.

For example, you might have a last minute acknowledgement letter to send. You can also create manual letter requests. You do this by entering the status of Pending yourself, then entering all the recipients of the letter before changing the status of the letter to Requested.

Move to the Requested For block to query the applicants, events or students that have been entered automatically on this request, according to their status. You can add further names manually. A concurrent request ID number appears in the Concurrent Request field. When the Concurrent Manager has processed the request it changes the status to Completed.

Note: Consult your installation guide for details of the location Concurrent Manager places the output or data file. Select employees or applicants for Oracle Human Resources to receive the letter in the Requested For region. The Assignment field displays the organization to which the person is assigned. You can view the other components of the assignment by choosing List of Values from the Edit menu.

This depends on how the letter has been set up on your system. For example, an enrollment confirmation letter might be defined so that it is sent to all students with the status Confirmed who are enrolled on the event selected in the Requested For region. Note: Consult your installation guide for details of the location Concurrent Manager places the output file. If your letters are produced by Oracle Reports, they are ready for printing.

If you use your word processor's mail merge facility, you are ready to merge the data. How Web ADI works Configurable layouts determine the appearance of the spreadsheet or word processing document. Can you modify data downloaded from Oracle HRMS windows and upload the modified data back to the application? Can you upload data from legacy systems using Web ADI? Does Web ADI check that information is not being overwritten when you upload? Do you need a separate licence for Web ADI?

What types of standard letter can you create? Here are a few examples of letters you can set up to help you to manage recruitment or enrollment activities: Oracle Human Resources Oracle Learning Management Acknowledgement letters for all active applications Acknowledgement letters for all requested enrollments Confirmation letters for interviews Confirmation letters for placed enrollments, including event joining instructions based on the date, venue, and trainers Reports for interviewers and schedules Reports for trainers listing the students to attend an event Offer and Rejection letters for applicants Chase-up letters for non-response or non-payment Acknowledgement letters for cancellations Certificates of successful course completion Implementing Web ADI for use with Oracle HRMS Implementing Web ADI for use with Oracle HRMS The following implementation steps are required to implement Web ADI for use with Oracle HRMS.

Web ADI Menu Options The supplied Web ADI responsibility and self-service menu give access to the following menu options: Create Document Define Layout Define Mapping Manage Document Links Give users access to this responsibility, or attach this menu to their responsibility, if they need to access Web ADI from the self-service menu without going through one of the HRMS application windows , or if they need to define layouts or mappings, or create links between template letters and layouts.

You can create a mail merge by downloading the data directly into a template letter. Standard Oracle security is maintained. Your access to Web ADI depends on the access rights set up for your responsibility.

Integrators The functionality available with Web ADI depends on the information stored in an "integrator". Content When you create a spreadsheet or word processing document, the layout defines the columns that appear in the document and the content identifies the data in the document. Download This is the process of transferring data from the Oracle HRMS application to your desktop the original data remains in the application database.

Integrator An integrator defines all the information that you need to download or upload from a particular window or database view or for a particular purpose the type of integrator determines the purpose for which you can use it. Interface A Web ADI term for the item that specifies the columns to be transferred from the Oracle applications database to your desktop or vice versa.

Layout A layout identifies the columns to appear in a spreadsheet or Word document. Mapping If you are bringing in data from a text file to Oracle HRMS using a spreadsheet created in Web ADI, you need to map the columns in the text file to the application's tables and columns. Template Letter This is a form letter or skeleton letter that acts as the basis for creating mail merge letters.

Upload This is the process of transferring the data from a spreadsheet on your desktop back to the Oracle HRMS application, overwriting the existing data in the application database.

View A view is an example of an interface that you can use to download data from the application to a spreadsheet. Viewer A viewer is a desktop application, such as a spreadsheet or word processing tool, that you use to view the data downloaded from Oracle HRMS. Downloading from a Self Service menu Function This method enables you to apply values at runtime so that you can specify the records to download.

Downloading an Empty Spreadsheet You can download an empty spreadsheet from the ADI web page that is, containing the columns you want, but no data , and then use the spreadsheet to enter new data. Downloading an Empty Spreadsheet and Incorporating Data from a Text File You can download the structure of your spreadsheet using Web ADI, but instead of downloading the content of the spreadsheet from the applications database, you can incorporate a text file in the spreadsheet as you create it, and then upload the data from the text file to the database.

Your system administrator must set up integrators to enable the letter generation to take place. For information about defining standalone queries, see: Defining Standalone Integrator Queries For information about maintaining standalone queries, see: Maintaining Standalone Queries For information about disabling queries, see: Disabling Standalone Integrator Queries Layouts for Web ADI To use the integrator, you must set up at least one layout.

You should ensure that the name of the layout gives a clear indication of its purpose. Therefore, for custom integrators you must: Define at least one form function. Add the form function to appropriate menus. You can associate: One custom integrator with one form function One custom integrator with many form functions Many custom integrators with one form function 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. Enter a query to return the records you want to download. Choose the Export Data icon on the toolbar. If more than one layout is available, the Layout page appears. Select the appropriate layout. To use integrators from the Web ADI self-service menu You can download application data to an existing spreadsheet, or download a spreadsheet layout.

If you want to upload data, deselect the Reporting check box. In the Integrator page, select an integrator from the list. In the Layout page, select the appropriate layout. Save the spreadsheet on your desktop.

Select the Oracle menu on the Excel toolbar, and choose Upload. In the Set Responsibility page, choose your responsibility, and then choose Select. To upload data from legacy systems using Web ADI System Administrator steps Set up an integrator that enables both download and upload. System Administrator or end-user steps 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.

Leave the reporting box unchecked to download data. Select the default options for layout and content. Specify the integrator username, if required. Step 7: Click on next. Following screen will appear. Step 9: Click on the next. A review page will appear as shown in the Fig.

Step Open the excel sheet that pops- up and then enter the details as follows in the excel sheet. And then click on upload. A screen will appear. Step Click on go and then you will find that a default Mapping has already been created by Oracle. As shown in the fig. You will see the mapping between source and target column as shown in the figure fig. Step Now define the layout for this integrator. This has already been covered in the previous document.

Web ADI generates Microsoft Excel or Word documents on your desktop, and uploads the data you have selected to upload. The appearance of the spreadsheet or word processing document is determined by configurable layouts. System administrators can restrict the fields that end users work within the spreadsheet, and can create different layouts for different users. Experienced users can also create their own layouts to include just the fields they need to work with.

This ooo contact detail is stored in Extra person information window. Following are the three mandatory fields that need to be stored for an employee before going on leave.

Now we have a requirement in place the next steps would be to design a soloution for this using Wed ADI. Code in the package is very simple and easy to understand.

You can also download the file from here. Step 5 : Following window will appear. Select Excel as viewer as shown in the fig. A Web ADI layout is a combination of a spreadsheet interface consisting of a set of logically grouped columns, and the mapping of attributes from each of these columns to the appropriate column in the underlying data store; and the logic to create or update the data with the necessary validations. As an administrator, you can customize Web ADI layouts for marketing use.

You can also modify or delete Web ADI layouts. The following are the prerequisites for Web ADI:. To do so:. To allow spreadsheets to be created on your desktop, change your intranet browser security settings as follows:. These include:. Marketers can use this layout to create new schedules and import them into the Marketing application. Marketers can use this layout for mass update of basic identifying activity attributes.

Sample scenarios where this layout may be used:. The marketing manager needs to adjust the dates of the Campaign Activities for a specific Campaign for which the dates have changed. The marketing administrator needs to mass update the ownership of Campaign Activities when the current owner leaves the marketing department. Web ADI security is based on the access permissions to the application that the logged in user has. Marketing administrators with full access privileges can create and update activities and access all the activities data in the system.

For marketers and marketing managers, the following restrictions must be applied on the Web ADI layouts:. Refer to OCM documentation for more information. Marketers can update the metrics of an activity only if they have the edit metrics privileges for the parent campaign unless the user is the activity owner or a system administrator.

When the Update process is invoked to process data from a spreadsheet saved earlier, logged in users can update only those activities to which they have access. For export of activities and media planner, you should set the macros security level to Medium in Microsoft Excel.