Oracle WEB ADI

Introduction.....................................................................................................................2
Web ADI Prerequisites.........................................................................................................................3
Function Security..5

Web ADI Terminology .....7

Implementing Web ADI...................8
Required Menu For Web ADI...9

Recruitment Process ..10

Create Vacancies......10
Mass Applications Update..11
Request Offer Letter ...12

Administering Web ADI...13

Define Custom Integrator..13
Form function Association18
Define Custom Layout......24
Exporting Applicants data.27

Mail Merge Process 28

Generate Template File ......30
Upload Document Management.32
Linking Template Document......33
Template Letter Sample .35

Web ADI Patches & Troubleshooting36

Page 1 of 37

Rev 1

Introduction
Web Applications Desktop Integrator (Web ADI) is a self-service Oracle Application.
Web ADI generates Microsoft Excel or Word documents on your desktop and downloads the data
you have selected from the application to be viewed, or modified and uploaded. It can also be
used to load legacy data into Oracle HRMS, and allows you to manage the Mail Merge process.
The Web ADI integration with Microsoft Excel enables you to bring your E-Business Suite data
to a spreadsheet where familiar data entry and modeling techniques can be used to complete
Oracle E-Business Suite tasks.
You can create formatted spreadsheets on your desktop that allow you to download, view, edit,
and create Oracle E-Business Suite data. After editing the spreadsheet, you can use Web ADI's
validation functionality to validate the data before uploading it to the Oracle E-Business Suite.
Validation messages are returned to the spreadsheet, allowing you to identify and correct invalid
data. The fields that appear in the spreadsheet, their positions, and their default values can all be
customized through Web ADI's Layout functionality.

Page 2 of 37

Rev 1

ADI Prerequisites

Must set profile option HR: Enable Web ADI Integration to Yes.

Internet Security Options Download Unsigned ActiveX controls set to at least

Prompt.

Excel Tools Macro Security Trusted Publishers Trust Access to Visual Basic
Project Radio button checked.

Menu HR ADI Seeded Integrator Form Functions to Initial sign on menu for
responsibility.

Menu HR ADI Skills Seeded Integrator Form Functions to Initial sign on menu for
responsibility.

There are a number of task that must be performed before you try downloading or
Uploading via Web ADI.

First the System Administrator must set the System Profile option HR: Enable Web
ADI Integration to Yes.

On the client desktop, set the Internet Security Options Download Unsigned
ActiveX controls to at least Prompt.

Within Excel, navigate to Tools Macro Security Trusted Publishers. Check the
Trust Access to Visual Basic Project radio box.

The responsibility that the user will use should have the menu HR ADI Seeded Integrator
Form Functions & Menu HR ADI Skills Seeded Integrator included in their initial sign on
menu.

Page 3 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Responsibility: Oracle Web ADI Menu.
Attach a Menu HR ADI Seeded Integrator Form

Functions.

Responsibility: First Qatar HRMS Super User.

Page 4 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Function Security

Must create a function to secure Integrator.

System Administrator Application Function.

Attach function to Menu.

Attach function to Integrator.

We would eventually get a conformation that the integrator was successfully added.
Oracle uses the menu function process to secure integrators. Therefore, we must create a menu
function and attach it the menus that are allowed to use it. Then we attach the function to
the integrator. This is a System Administrator process.
Define Form Function HR_OFFER_LETTERS using System Administrator:
Responsibility: System Administrator
Navigation: Application > Function.

Add Defined Form Function To Respective Responsibilities.

Responsibility: First Qatar HRMS Super User.

Page 5 of 37

Rev 1

Now we need to attach this function to our newly created integrator. Once again, we are going to
use Web ADI to do this for us. Select Create Document to start this process.

Page 6 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Web ADI Terminology (UPLOADING HR DATA)

Integrator
Layout
Mapping
Document Management
Document Management Links

Integrator is the main object in Web ADI. It is used to contain all of the relevant information
concerning a particular download or upload. It controls whether you can only download, only
upload or both. You can control who has access to an integrator by a responsibility.
The Layout defines the columns that will appear on the spreadsheet or Word Document based on
the View Defined. You can have more than one layout associated with an integrator.
Mappings are used when you are bringing in data from a legacy flat file into Oracle.
The mapping definition will map the columns on the legacy file to the view that will
be used to upload the data into the application tables.
After Exporting applicants Data From HRMS Responsibility, It generates a Source file in Word
Document. Template Letter are generated using Source document. Document management is
used to upload the Templates that are used for generating letters.
Document Management links the template document created based on source word document to
link it to Custom integrator and layout defined.
There will be seeded Integrators available for particular Applications Requirement.
Following are the seeded integrators Available in Web ADI.
Implementing Web ADI
Overview:

It describes how to set up form functions to call the Web ADI Create Document page flow. Once
set up, the user can create a spreadsheet to download and upload data to a specific product.
When you install the Web ADI patch, it automatically creates form functions, menus, and
Responsibilities. The table that follows describes the form functions that are automatically
created when you install the Web ADI patch.

Page 7 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Implementing Web ADI
Following are the Seeded Form Functions needed For Web ADI:

1) Create Document

- Allows users to access the Create Document Page flow.

2) Define Layout

- Allows users access to the user interface to define layouts.

3) Define Mapping
- Allows users to access the interface to define mappings.
Mappings are used to import information into a spreadsheet.
4) Document Management
- Allows users to upload the created template document
Containing source data to Web ADI.
5) Management Document Link - Allow users to Link the created template document to
Integrator and custom Layout.
6) Setup Options
- Allows system administrators to define right-justification
and zero-fill format masking for key flexfields.

Page 8 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Required Menu For Web ADI:
The Desktop Integration Menu is created with the following prompts:
Create Document (BNE_ADI_ CREATE_DOCUMENT)
Define Layout (BNE_ADI_DEFINE_LAYOUT)
Define Mapping (BNE_ADI_DEFINE_MAPPING)
Manage Document Links (BNE_ADI_LOB_MANAGEMENT)
Setup Options (BNE_ADI_SETUP_OPTIONS)

Page 9 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Recruitment Process
1) Create Vacancies : testapplicant
Responsibility: First Qatar HRMS Super User
Navigation: Recruitment >Requisition and Vacancy

2) Define Applicant
Navigation: Recruitment -> Applicants Quick Entry.
Datetrack 01-SEP-2007

Page 10 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

3)Recruitment

: Mass Applications Upd.

Navigation: Recruitment -> Mass Update Applicant

Datetrack Offer Date

4)Define Offer Letter

Navigation: Workstructure > Define a Letter type

Page 11 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

5) Requesting

Offer Letter of applicants

Navigation: Recruitment > Req. Recruitment Letter.

Page 12 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Administering Web ADI

1) Define Custom Integrator:

Responsibility: Oracle Web ADI Menu
Navigation: Create Document.

Viewer :Excel XP.

Select Seeded Integrator to define Custom Integrator HR Integrator Setup.

Page 13 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Select default layout Integrator Setup

Page 14 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Select default Content None.

Toolbar Oracle >Upload

Page 15 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Metadata Type :Download

Integrator Name : HR_OFFERS INE.
View Name: HR_OFFER_LETTER
Form Name: LETTER.

Page 16 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Message is displayed: rows are successfully uploaded.

Page 17 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

2) Form

function Association with integrator

Attach this function to our newly created integrator.

Navigation: Create Document.

Integrator Used for Associating to Custom Integrator:

Integrator: HR Maintain Form Function Association.

Page 18 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Layout : Form Function Association.

Page 19 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Mapping of Form function to Integrator:

Page 20 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Page 21 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Enable Macro Settings: Select Enable Macros.

Page 22 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Attach Internal name of User defined Function HR_OFFER_LETTERS to Custom Integrator.

Here is the form function template. We need to add the name of our function on the line for our
newly created integrator.

Page 23 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

3) Define Custom Layout
Integrator :HR OFFERS INE.

Note: Layout Name Should be same as the Offer letter Defined in HRMS Responsibility.

Select the required Columns to be Included in Printing Letter Based on view created.

Page 24 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Page 25 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Click apply

Page 26 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

3)Exporting Applicants data
Navigation: First Qatar HRMS Super User.
Recruitment > Req. Recruitment Letter.
Query your Offer Letter and Click Export .

Generates a source Document file .Save source Document to Local directory.

Page 27 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Mail Merge Process
1) Tools > Letters and Mailings > Mail Merge Wizard.

222)Select Recipient Select Source Document File.

Page 28 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

ssSelect Source document :

Displays applicants Requested for offer click ok.

Page 29 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

2) Generate Template File :
Select Merge Field from Mail Merge Toolbar.

Select the required Fields & Text .

Page 30 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Save this Document as HR_OFFERS_TEMP.doc

Page 31 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

3)Upload to Document Management
Upload New Document

Select Template Document HR_OFFERS_TEMP.doc & Category :irecruitment.

Page 32 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

4) Link The Template Document to Layout.
Navigate > Document Management Link

Template Document successfully linked HR OFFER LETTERS.

Page 33 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

5)

Navigation: First Qatar HRMS Super User.

Recruitment > Req. Recruitment Letter.
Query your Defined letter & applicants.

ClClick Export Select Viewer: Word 200. Reporting: checked.

Download the Document Data Gets Uploaded into Template File.

TT

Page 34 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Template Letter Sample

Page 35 of 37

Rev 1

Oracle Learning Management Implementation Guidelines

Web ADI Patches & Debugging

Use Secured Views when interacting with Security Profiles.

Oracle HRMS Web ADI Implementation and Configuration Supplement (228527.1)

Patch 3196360 for viewlets Mail merge example.

Patch 4112747 for Viewlets Associating Form Functions with integrators.

Debugging:
You can get a log file to help diagnose an error in Web ADI. The following profile options need to be set:

1)BNE :Server Log Filename : webadi_trace.log

2)BNE :Server Log Level

: TRACE.

3)BNE :Server Log Path

: /usr/tmp.

4) CRITICAL_ERROR

: - Messages that are the result of a system failure. The integrity

and reliability of the system is in doubt as a result of this error.

5) WARNING
: Messages trapped by the application.These errors were handled
by the application but the system administrator should be aware of them occurring. Setting the
profile option to this value will include ERROR and CRITICAL_ERROR messages as well.
6)INFORMATION

: - Additional messaging is added to the log file that includes

processing information. Setting the profile option to this value includes CRITICAL_ERROR,
WARNING, and ERROR log messages. This is the setting that is used by Web ADI if the
profile option is not set at the site level.
7)DETAIL
: - Messages that summarize what is written to the log file. Setting
the profile option to this value includes CRITICAL_ERROR, WARNING, ERROR, and
INFORMATION log messages.
8)TRACE
: - Messaging that generated detailed debugging statements.
Setting the profile option to this value includes CRITICAL_ERROR, WARNING, ERROR,
INFORMATION and DETAIL log messages.
5)

Page 36 of 37

Rev 1

Web Patches & Updates

Page 37 of 37

Rev 1