4.0.0.0
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Logical Apps Solutions provides the internal controls to deploy business rules for Oracle
Applications. Logical Apps mission is to improve the flexibility of Oracle Applications,
enabling users to support their business processes through the deployment of business
rules.
Your Opinion Matters to Us
Thank you for using Logical Apps AppsRules and this training guide. You may help us
to communicate more effectively with our customers. If you have any comments about
this training guide, please send them to the following address or call us directly at (949)
453-9101.
Logical Apps, Inc.
15420 Laguna Canyon Road
Suite 260
Irvine, CA 92618
Attn: Documentation Manager
Or you may contact our documentation group by e-mail:
support@logicalapps.com
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Table of Contents
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INTRODUCTIONS .......................................................................................................... 4
WHAT IS APPSRULES?................................................................................................. 4
PURPOSE OF THIS CLASS........................................................................................... 4
PREREQUISITES ............................................................................................................ 4
APPSRULES TRAINING AGENDA ............................................................................. 5
ARCHITECTURE............................................................................................................ 6
STRUCTURE.................................................................................................................... 7
APPSRULES PROCESS FLOW.................................................................................. 7
PART 1 RULE DEFINITION .................................................................................... 11
PART 2 SECURITY RULES...................................................................................... 19
LAB#1 BUILDING SECURITY RULES ............................................................................ 23
PART 3 NAVIGATION RULES................................................................................ 24
LAB#2 NAVIGATION RULES........................................................................................ 27
PART 4 MESSAGE RULES....................................................................................... 28
LAB#3 MESSAGING RULES ......................................................................................... 30
PART 5 DEFAULT VALUE RULES ........................................................................ 30
LAB#4 DEFAULT VALUE RULES ................................................................................. 31
PART 6 LIST OF VALUE RULES............................................................................ 32
LAB#5 LIST OF VALUES RULES .................................................................................. 36
PART 7 FIELD ATTRIBUTE RULES...................................................................... 37
LAB#6 FIELD ATTRIBUTE RULES ................................................................................ 38
PART 8 SQL RULES .................................................................................................. 39
LAB#7 SQL RULES..................................................................................................... 41
PART 9 AUDIT RULES ............................................................................................. 42
LAB#8 AUDIT RULES .................................................................................................. 52
PART 10 APPSEXTEND ............................................................................................ 53
LAB#9 EXTENSION RULES .......................................................................................... 59
PART 11 APPSFLOW INTEGRATION................................................................... 60
PART 12 - APPSRULES MIGRATING RULES ..................................................... 62
PART 13 SUPPORT .................................................................................................... 68
APPENDIX A SUBSCRIBERS .................................................................................. 70
APPENDIX B SUBSCRIBER LISTS ........................................................................ 73
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What is AppsRules?
AppsRules allows users to define business rules to support your business processes.
Business Rules allow your organization to control how data can be interacted with
through the Oracle Forms GUI. With AppsRules you can:
Prerequisites
This Training Guide assumes that you have a basic understanding of the Oracle
Applications modules for which your organization is deploying AppsRules. Many
business rules that you wish to deploy do not require any knowledge of any coding
languages, however, AppsRules is powerful enough to allow for coding directly in the
tool if advanced business rules require such flexibility. If you do not have a basic
understanding of Oracle Applications, we suggest that you begin to use AppsRules in
conjunction with a person in your organization who is knowledgeable in Oracle
Applications.
Topic
Duration
Training Session I
1 Hour
- Welcome & Overview - Business Rule Overview - Building Security Rules Overview - Business Rules - Security Rules ** Break **
20 Min.
20 Min.
20 Min.
40 Min.
20 Min.
20 Min.
15 Min.
Training Session II
1 Hour
- Navigation/Productivity Rules - Building Message Rules - Building Default Value Rules - Building List Of Value Rules - Navigation/Productivity Rules - Message Rules - LOV Rules - Default Value Rules ** Lunch **
20 Min.
10 Min.
10 Min.
20 Min.
45 Min.
10 Min.
10 Min.
15 Min.
10 Min.
1 Hour
30 Min.
- Building Field Attribute Rules - Building SQL Rules - Field Attributes - SQL Rules ** Break **
15 Min.
15 Min.
30 Min.
5 Min.
25 Min.
10 Min.
Training Session IV
1 Hour
30 Min.
30 Min.
1 Hour
5 Min.
25 Min.
30 Min.
15 Min.
30 Min.
Lab I
Lab II
Lab III
Lab IV
- Field Attributes - Audits - Extensions ** Break **
Training Session V
- Using Rule Migration - Troubleshoot/Support - Review Best Practices -
10 Min.
10 Min.
10 Min.
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Step 2.0
Step 3.0
Step 4.0
Step 5.0
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Step 5.2
Step 5.3
Security Rule
This rule controls who can see, create transactions and update key data
elements
Navigation Rule
This tool allows you to create new navigation rule from Tools Menu
and Zoom button to link forms together and streamline process.
Message Rule
This rule allows you to create messages to alert users.
It allows users to get notified if certain data conditions exist, work
instructions, or other critical information
Step 5.4
Default Value Rule
This rule allows you to populate fields with default values on any
Oracle Applications form.
Fields can be populated using either a static list or a SQL statement.
Step 5.5
Step 5.6
Step 5.7
Step 5.8
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Step 5.9
Step 6.0
AppsExtend
AppsExtend allows for the rapid development of simple custom forms.
These forms allow for the extension of currently defined Oracle Forms.
Test Rule
Step 7.0
Migrate Rule
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10
5.0
Rule Details
5.1
Security Rule
5.2
Navigation
Rule
5.3
Message
Rules
Apps Rule
5.4
Default Value
Rule
1.0
Rule Name
2.0
Rule
Elements
3.0
Subscriber
4.0
Capture
Metadata
Element on
Target Form
5.5
List of Values
Rule
6.0
Test Rule
7.0
Migrate Rule
5.6
Field Attribute
Rule
5.7
SQL Rule
5.8
Audit Rule
5.9
AppsExtend
This section describes the initial structure for AppsRules. Users will learn how to group
rules together and target the business rules at specific groups.
Before defining the rule, youll need to know the form name you want to apply the rule
to. The most accurate way to do this is:
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11
12
When building a new rule you should assign yourself as the User Subscriber. This
way the rule will only apply to you while building and testing and not affect others. See
figure 1.3.1.
Figure 1.3.1.
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13
Figure 1.2.1
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14
Figure 1.4.1
Step 5 View new Events
Back in AppsRules we now have additional metadata about the target form.
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15
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PO_REQ_HDR block
Item
Record
LINES block
When New Form this fires once when the form is first opened. If you select this
event there is no need to enter any additional data in the Block Name and Field
fields.
o Example: As soon as the Requisitions form is opened, the rule elements
will execute. So if you have a rule that hides the Rev field in the LINES
block, it will not be visible to the user when the form opens.
When New Block this fires each time your cursor lands on a new block. If you
enter a block name for this event, it will only execute the rule if the cursor is in
the specified block.
o Example: If the rule hides the Rev field in the LINES block, the Rev field
will be visible when the form opens, but if the user clicks anywhere in the
LINES block, it will hide.
When New Item this fires each time your cursor lands on a new field. You may
choose to specify both a block name and field for this event to restrict the rule
execution to only when this event fires on a specific field.
o Example: We want to require the Rev field if the item entered is a certain
product line. We could not use a When New Form or When New Block
event because we do not know the item until they have entered it. Using
When New Item, when the user clicks in the Rev field it will execute the
rule.
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When New Record this fires each time your cursor navigates to a new record.
This event will for fire for both new records and existing records. The block
name can be entered if you wish to restrict the rule execution to only a specific
block.
o Example: We want to default the requestor for each new record.
When Validate Record this fires for each record that is being saved. This event
will also usually fire each time you leave a record. The block name can be
entered if you wish to restrict the rule execution to only a specific block.
o Example: If the requisition exceeds a certain amount, pop up a message
that tells the user it will first
Audit Audit is a special Logical Apps event that will track all changes made to a
specified form.
o Its highly advised that users specify a block name for Audit type rules.
Without specifying the block all changes to the form will be tracked.
o The Audit event is designed to fire using the events When New Record
and When Validate Record. These are standard event calls that are
supported by Oracle and must exist in a form for the audit feature to work
properly.
o Note that many of the FND type forms (Define Application User,
Define Responsibility, etc) currently do not make this event call.
Other Events you may see Undocumented event calls in the Event LOV. This
is by design; when your *Event Tracker event is turned on it captures all the event
calls that are being deployed to the custom.pll.
o You may use these special events, however, Oracle does not support these
events and you may discover that after a patch that these special events
suddenly disappear.
o Logical Apps does not discourage the use of these event calls, but
encourages users to work with the standard event calls when possible.
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5.0
Rule Details
5.1
Security Rule
5.2
Navigation
Rule
Apps Rule
5.3
Message
Rules
5.4
Default Value
Rule
1.0
Rule Name
2.0
Rule
Elements
3.0
Subscriber
4.0
Capture
Metadata
Element on
Target Form
5.5
List of Values
Rule
6.0
Test Rule
7.0
Migrate Rule
5.6
Field Attribute
Rule
5.7
SQL Rule
5.8
Audit Rule
5.9
AppsExtend
This section describes how to develop security rules at the field, record, and form levels.
Users will learn how to deploy advanced security rules to control who can view, create,
transact, and update key data elements.
When to Use this Rule?
Typically, security rules are set when the form first opens or when a specific block is
navigated to. Use the events When New Form or When New Block.
Create and Deploy Security Rules
Using the rule created in Part 1, we will continue defining the rule element.
Select the event When New Block for the rule element created in Part 1
o After using the **Event Tracker, you always return to the rule element and
change it to the most appropriate Event
Click Details
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Figure 2.1.1
In the above example, we created a security rule based on a Field type. The different
rule types and associated security rules that can be created are as follows:
Field
Hide a Field
Prevent Update to a Field
Prevent Insert to a Field
Make a Field Required
Enforce Upper/Lower Case
Tab
Hide a Tab (11i)
Form
Prevent Update to a Form
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21
Figure 2.6.3
Creating Multiple Security Rules
Its very possible that many rules are deployed on the same form and event. AppsRules
provides a quick way of creating multiple security rules at once.
All the selected fields will drop into the Security canvas where the rule configuration
can be completed.
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Figure 2.6.2
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5.0
Rule Details
5.1
Security Rule
5.2
Navigation
Rule
Apps Rule
5.3
Message
Rules
5.4
Default Value
Rule
1.0
Rule Name
2.0
Rule
Elements
3.0
Subscriber
4.0
Capture
Metadata
Element on
Target Form
5.5
List of Values
Rule
6.0
Test Rule
7.0
Migrate Rule
5.6
Field Attribute
Rule
5.7
SQL Rule
5.8
Audit Rule
5.9
AppsExtend
This section describes how to develop navigation rules. Users will learn how to link
forms together and streamline the navigational experience.
AppsRules allows you to create new navigation rules from your Tools menu and Zoom
button. There are a few noted differences between 11.0.3 and 11i:
Release 11.0.3
Tools menu is referred to as the Special menu
Oracle allows the addition of up to 15 Special Menu entries
Release 11i
Oracle allows the addition of up to 45 Tool Menu entries.
Tools 1-15 are enabled within the Forms Tools menu
Tools 16-30 is enabled within the Forms Reports menu
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The target form you plan to navigate to must be available in the responsibility you
access it from. In other words, if you do not have access to a specific form then the Tools
menu will not allow you to navigate there.
(You can add a function to a menu without displaying the actual function on the menu
screen by omitting the prompt for that particular sequence.)
Create and Deploy Navigation Rules
Adding to the Menu
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Figure 3.1.1
Defining a Zoom
The Zooms region allows users to define a Zoom from a block to another form. If a
zoom is enabled, the
key will be enabled and provide for a quick link between the
block and a new form.
You may only have a single zoom per block making the menu rules much more
powerful.
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27
5.0
Rule Details
5.1
Security Rule
5.2
Navigation
Rule
Apps Rule
5.3
Message
Rules
5.4
Default Value
Rule
1.0
Rule Name
2.0
Rule
Elements
3.0
Subscriber
4.0
Capture
Metadata
Element on
Target Form
5.5
List of Values
Rule
6.0
Test Rule
7.0
Migrate Rule
5.6
Field Attribute
Rule
5.7
SQL Rule
5.8
Audit Rule
5.9
AppsExtend
This section describes how to develop informative message rules. With messages, we
can notify users if certain data conditions exist, give work instructions, or other critical
information.
When to Use this Rule?
Typically, messages are set when the form is first opened or when a specific field is
navigated to. Use the events When New Form and When New Item (for When New Item
specify the block name and field).
Create and Deploy Message Rules
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Messages can also be based on data conditions. For example, you may want a
promotional message to pop up when a user enters a certain item on an order. To do this,
define a Data Element Subscriber and setup the conditions you want to check.
Tip: To alert everyone when the system is about to go down, select the form name
All Application Forms and the event When New Form. When any form is opened, the
message will appear.
Figure 5.1.1
All messages display as a Note type of message. Users must acknowledge the message
prior to continuing, see figure 5.1.2
Figure 5.1.2
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5.0
Rule Details
5.1
Security Rule
5.2
Navigation
Rule
Apps Rule
5.3
Message
Rules
5.4
Default Value
Rule
1.0
Rule Name
2.0
Rule
Elements
3.0
Subscriber
4.0
Capture
Metadata
Element on
Target Form
5.5
List of Values
Rule
6.0
Test Rule
7.0
Migrate Rule
5.6
Field Attribute
Rule
5.7
SQL Rule
5.8
Audit Rule
5.9
AppsExtend
This section describes how to develop default value rules. With default value rules, we
can default information into fields on a form with static, SQL or form default types.
When to Use this Rule?
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5.1.1
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31
5.0
Rule Details
5.1
Security Rule
5.2
Navigation
Rule
Apps Rule
5.3
Message
Rules
5.4
Default Value
Rule
1.0
Rule Name
2.0
Rule
Elements
3.0
Subscriber
4.0
Capture
Metadata
Element on
Target Form
5.5
List of Values
Rule
6.0
Test Rule
7.0
Migrate Rule
5.6
Field Attribute
Rule
5.7
SQL Rule
5.8
Audit Rule
5.9
AppsExtend
This section describes how to develop rules that will both alter and create new List of
Values. Users will learn how to filter the data in current List of Values and assign new
List of Values to fields that are currently free-form text.
When to Use this Rule?
Typically LOVs are set when the form is first opened or when a block is navigated to.
Use the events When New Form and When New Block.
Create and Deploy LOV Rules
AppsRules allows you alter List of Values for fields that currently use an LOV and assign
a new LOV to fields that are free-form text. Below are instructions for altering an LOV
and for adding a new LOV.
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Navigate to Form and click in field that has LOV you want to change
Turn Trace on by selecting Help>Diagnostics>Trace>Regular Trace from the
menu
o This will run a trace on the everything you do in the form, it will get us the
Select statement used to create the LOV
Select any value from the available LOV of the field you want to change
Turn trace off by selecting Help>Diagnostics>Trace>Regular Trace from the
menu
Navigate back to AppsRules, find your rule and select the List of Values tab
Enter Block Name where LOV exists
Enter Field Name that has the existing LOV you want to change
Record Group and LOV Name will default
Select Create TKPROF Trace File from the LogicalApps Utilities menu
o This will launch a concurrent program to translate the trace file you
created.
View your concurrent requests and upon completion, view the contents of the log
file. Search for the SQL that was executed to run your LOV
Copy the SQL statement directly into the SQL Text field within the LOV
configuration.
o If bind variables exist in this statement (you can identify a bind variable as
it will say something like :1 or :5) then it may be required to open the form
to identify the actual SQL that is being executed
o Modify the Where and/or Order by clause of the SQL statement
Verify Active flag is selected
When altering an existing LOV, the columns returned cannot be changed, only the
Where and Order by
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Figure 6.1.1
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Figure 6.1.2
To create multiple values in your static LOV, use the UNION statement. Example:
SELECT High NAME, High VALUE FROM DUAL
UNION
SELECT Medium NAME, Medium VALUE FROM DUAL
UNION
SELECT Low NAME, Low VALUE FROM DUAL
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Figure 6.1.3
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36
5.0
Rule Details
5.1
Security Rule
5.2
Navigation
Rule
Apps Rule
5.3
Message
Rules
5.4
Default Value
Rule
1.0
Rule Name
2.0
Rule
Elements
3.0
Subscriber
4.0
Capture
Metadata
Element on
Target Form
5.5
List of Values
Rule
6.0
Test Rule
7.0
Migrate Rule
5.6
Field Attribute
Rule
5.7
SQL Rule
5.8
Audit Rule
5.9
AppsExtend
In this section well see how AppsRules can easily change the order in which fields are
navigated to when using the Tab key on the keyboard. Well also change a field prompt
to something more descriptive to you.
When to Use this Rule?
Typically Field Attribute rules are set when the form is first opened. Use the event When
New Form.
Scenario:
In this example, we want to change the prompt of the END_DATE_ACTIVE_MIR field
on the VNDR block of the Supplier form from Inactive On to Last Order Date. Also,
when the user tabs out of the Last Order Date field, we want to go directly to the Invoice
Amount Limit field, see figure 7.1.1
Steps Change tab order and field prompt
Select Field Attributes tab
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Figure 7.1.1
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38
5.0
Rule Details
5.1
Security Rule
5.2
Navigation
Rule
5.3
Message
Rules
Apps Rule
5.4
Default Value
Rule
1.0
Rule Name
2.0
Rule
Elements
3.0
Subscriber
4.0
Capture
Metadata
Element on
Target Form
5.5
List of Values
Rule
6.0
Test Rule
7.0
Migrate Rule
5.6
Field Attribute
Rule
5.7
SQL Rule
5.8
Audit Rule
5.9
AppsExtend
This section describes how to develop your own company specific rules using the SQL
function. SQL rules provide your organization with the flexibility to write any types of
rules required to solve a specific business problem.
Create and Deploy SQL Rules
AppsRules allows you to create rules as if you were actually creating a new program unit
inside of a form or library.
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All active SQL rules will be compiled, not just yours. Be sure to check the log to
ensure everything compiled successfully
Figure 7.1.1
In release 11.03 may not create cursor loops
A link to the Logical Apps Business Rule forum is available directly from the
tools menu. Here you will find some practical examples of code you could use. Logical
Apps asks that you contribute code to make this a real collaboration area to help
everyone.
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41
5.0
Rule Details
5.1
Security Rule
5.2
Navigation
Rule
Apps Rule
5.3
Message
Rules
5.4
Default Value
Rule
1.0
Rule Name
2.0
Rule
Elements
3.0
Subscriber
4.0
Capture
Metadata
Element on
Target Form
5.5
List of Values
Rule
6.0
Test Rule
7.0
Migrate Rule
5.6
Field Attribute
Rule
5.7
SQL Rule
5.8
Audit Rule
5.9
AppsExtend
This section describes how to develop form level audits. All Logical Apps Audits are
stored within a single table enabling easy reporting. Reporting is handled two different
ways:
1. A seeded Logical Apps Audit Detail Report is available
2. Online Audit Query is available through a form
Audit data is stored in LA_BR_AUDIT_HISTORY
Create and Deploy Audit Rules
AppsRules allows you to create audit rules to monitor changes to key fields in Oracle
Application forms.
Step 1 Create Audit Rule
Navigate to AppsRules and create a new Rule
Create a new Rule Element with form to audit
Select Event Audit
Enter Block Name to audit
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o Although the block is not required, Logical Apps highly advises selecting
the block name, see figure 9.1.1
Verify Rule and Rule Element are Active
Figure 9.1.1
Step 2 Create Audit Rule Details
Click Details
Enter Block Name to audit
Enter Field Name to audit
Enter Record Keys to uniquely identify the audit record
o For example, if I am auditing Suppliers I would want to identify a Supplier
by their name and number.
o Prefix Record Key with the block name (for example, BLOCK.FIELD),
see figure 9.1.2
Verify Active Flag is selected
Defining more than two record keys
If more than two record keys are required to uniquely identify a transaction follow these
instructions:
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Figure 9.1.2
Step 3 Compile Audit Data
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44
Figure 9.1.3
Step 3 Linking History to the Entity
AppsRules allows you to link the audit history to the form being audited, using a
Navigation rule.
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Figure 9.1.4
Click Details
Select Navigation tab
Select a Tools Sequence
o This will be the link that opens the audit form
Enter Label users will see
Select the Logical Apps AppsRules Audit in the To Function, see 9.1.5
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46
9.1.5
Enter parameters so the form will automatically query up our audit history for the
specific entity.
o The parameters we pass are the form_name, record_key1, and
record_key2. See figure 9.1.6
9.1.6
47
Figure 9.1.7
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48
Figure 9.1.8
Click the flashlight icon to open a find window, see figure 9.1.9
o The find window will restrict your selection criteria to the parameters
passed. Most fields have a LOV to select from.
o Fields that do not have an LOV may be searched using the wild card. For
example, to find all audit history for record_key1 that starts with A, type
A% in the Record Key1 field and click Find.
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Figure 9.1.9
Click Find
To export data, select File>Export
The Logical Apps AppsRules Audit form function may be added to any menu
structure to perform audit queries across all audit records.
Standard Report Submission
Audit History may also be accessed through standard report submission. The report
Logical Apps AppsRules Audit Detail Report is available with parameters as shows in
figure 9.2.0.
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Figure 9.2.0.
None of the above parameters are required, however, it is recommended that you at least
specify the Audit Rule.
The Audit Rule contains an LOV and should descriptively name the audit rule.
Once the Audit Rule is specified, the Rule Element Description will enable and
contain descriptions for each of the element for the Audit Rule specified.
Field Name will be enabled if the Rule Element Description is populated. This
parameter will contain all the enabled audit fields for the rule and rule element
specified above.
The Responsibility parameter is always enabled. If you would like to filter the
reporting to see the changes that a specific responsibility made then populate this
parameter.
Record Key1 and Record Key2 uniquely identify an audit history transaction with
a specific record. These parameters contain a list of values from your actual audit
history. If you are attempting to run an audit history report for a specific record,
such as a distinct account combination, and the account combination is one of the
record keys, then it can be entered right here. If the parameter does not validate it
means that you have no data for that specific record key.
The User parameter is always enabled and allows you to search for audit history
made by a specific user.
The Creation Start and End Dates will filter the report to only audit records that
have been transacted between these dates.
The report output will look similar to figure 9.2.1.
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51
Figure 9.2.1
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52
5.0
Rule Details
5.1
Security Rule
5.2
Navigation
Rule
Apps Rule
5.3
Message
Rules
5.4
Default Value
Rule
1.0
Rule Name
2.0
Rule
Elements
3.0
Subscriber
4.0
Capture
Metadata
Element on
Target Form
5.5
List of Values
Rule
6.0
Test Rule
7.0
Migrate Rule
5.6
Field Attribute
Rule
5.7
SQL Rule
5.8
Audit Rule
5.9
AppsExtend
This section describes how you can configure new forms using the AppsExtend feature in
AppsRules. AppsExtend allows for the configuration of a new form using Business
Rules.
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53
AppsExtend
1.0
Create
Extension
Form
NO
4.0
Create Navigation
to link to
Extension Form
Yes
2.0
Create LOV
3.0
Link LOV to
Extension
Form
Subscribers are the key differentiator between Flexfields and Extension Elements.
For instance, if you want to require additional information, but only for certain items, you
could setup a subscriber for the Extension form with those requirements.
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54
Figure 10.1.1
Step2 (Optional) Create LOV for AppsExtend Field
You can configure the LOVs used by AppsExtend by simply creating a LOV rule for this
form.
Create New LOV
Create a new Rule
o Rule will be specifically setup to create a List of Values that can be used
on your Extension Form, see figure 10.1.2
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55
Figure 10.1.2
Click Rule Subscribers - **Very Important! If you do not create a Data Rule
Subscriber, the LOV will be attached to all AppsExtend forms, see figure 10.1.3.
Figure 10.1.3
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56
Figure 10.1.4
Step3 Link Extension Form
Next, this new Extension needs to be linked to the entity. Well create a new rule in
AppsRules to link the Supplier form to this newly configured AppsExtend form.
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Figure 10.1.5
Step3 View AppsExtend Form
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Figure 10.1.6
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Figure 11.1.1
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Type = Form
Enter Disposition values
o In this example, we only have one primary key, so we only need to fill
in Disposition_ID1. Enter the TABLE_NAME.PRIMARY_KEY
from the flow you are linking, see figure 11.1.2
o You may also pass static values
Figure 11.1.2
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5.0
Rule Details
5.1
Security Rule
5.2
Navigation
Rule
5.3
Message
Rules
Apps Rule
5.4
Default Value
Rule
1.0
Rule Name
2.0
Rule
Elements
3.0
Subscriber
4.0
Capture
Metadata
Element on
Target Form
5.5
List of Values
Rule
6.0
Test Rule
7.0
Migrate Rule
5.6
Field Attribute
Rule
5.7
SQL Rule
5.8
Audit Rule
5.9
AppsExtend
This section describes how you can migrate your rules from one instance to another. The
migration feature is a push from the source instance to a target instance.
Configure the migration machines and instances
AppsRules allows you to configure the instances and machines where the target instances
reside. The configurations are probably best configured by the DBA. To configure:
Open AppsRules
Select LogicalApps Utilities>Migration Path Setup, see figure 12.1.1
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Figure 12.1.1.
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Figure 12.1.2
Login criteria is specific for the user which has Execute, Read and Write
privileges on APPL_TOP (usually applmgr)
After configuring the machines, close the window and press the Instances button
see, figure 12.1.3.
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Figure 12.1.3
Open AppsRules
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Figure 12.1.4
Click Migrate
o Concurrent program will launch to complete the migration process
Review your request and make sure the program completes successfully
To require login to the destination database before migration will occur, set Profile
Option: XXLAAPPS:Enable Migration Security = Yes
Reasons Why the Program Might Fail:
If you are migrating just a rule element then the rule must already exist in the
target instance.
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If subscribers are identified in the source instance that do not exist in the target
instance the migration will fail (example: Ive specified a user or responsibility
that does not exist in my target instance.)
If failure occurs information will be contained in the log file. If you are unable to
identify why the migration failed then re-run the migration and change the
Debug Level from Low to High and re-evaluate.
Typical failures are due to an incorrectly configured connection string within the
Migration Setup.
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Responsibilities
Profiles
Operating Units
Inventory Organizations
Users
Data
Subscriber Lists
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Operating Unit is selected, set the appropriate condition and select the Operating
Unit from the Value LOV
o For instance, you only want this rule to be applied when the Operating
Unit is Vision Operations
Inventory Organization is selected, set the appropriate condition and select the
Inventory Organization from the Value LOV
o For instance, you only want this rule to be applied when the Inventory
Organization is V1
User is selected, set the appropriate condition and select the Oracle user from the
Value LOV
o For instance, you only want this rule to be applied when the User is not
equal to DABBOTT and CSMITH
Data is selected, enter or select the block and field to check in the Profile/Data
column. Set the appropriate condition and enter the value to check for in the Data
Dependent Value column
o For instance, you only want this rule to be applied when the Suppliers
Inactive On (VNDR.END_DATE_ACTIVE_MIR) is greater than
sysdate (today)
Subscriber List is selected, set the appropriate condition and select a pre-defined
Subscriber List from the Value LOV. See Appendix B, for more on setting up
Subscriber Lists
o You only want this rule to be applied when the conditions set in the
subscriber list are true. For instance, only when the User is equal to
CSMITH and the Operating Unit is Vision Operations or the User is equal
to DABBOTT and the Operating Unit is Vision Operations
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Subscriber Lists have most of the same functionality as the regular subscriber setup. The
following When types are available when defining Subscriber Lists:
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