diff --git a/apps-cloud-adventure-cio/01-security/security.md b/apps-cloud-adventure-cio/01-security/security.md index 2c1eb605d..43ead71ae 100644 --- a/apps-cloud-adventure-cio/01-security/security.md +++ b/apps-cloud-adventure-cio/01-security/security.md @@ -4,22 +4,25 @@ Welcome to Oracle’s Cloud Adventure. This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes that are typically encountered in accounting and finance. We hope you will enjoy today’s adventure exploring a complete and unified solution for the office of the CIO. +### Objectives + +During this adventure, you will perform a time sensitive task of granting permissions to a user. + Estimated Time: 15 minutes +Do not forget to answer the Adventure Check Point questions at the end of the exercise! -### Objectives +## ERP & SCM: Extending Privileges to a User -During this adventure, you will perform a time sensitive task of granting permissions to a user. These are the steps you will perform: +1. During this adventure, you will perform a time sensitive task of granting permissions to a user. These are the steps you will perform: ![Security Objectives](images/image100objs.png) At this point, you should be logged into your environment with a username CIO.xx where xx is a two number code assigned to your laptop. -## Task 1: Extending Privileges to a User - -1. Oracle Cloud Applications are delivered with a complete set of roles which control access to application functions and data. +2. Oracle Cloud Applications are delivered with a complete set of roles which control access to application functions and data. To add a new privilege to a user, you will need to first copy an existing role. @@ -28,7 +31,7 @@ At this point, you should be logged into your environment with a username CIO.xx ![Application Springboard](images/image001.png) -2. Accessing Security Console +3. Accessing Security Console > Select the **Tools** tab menu.
@@ -37,13 +40,13 @@ At this point, you should be logged into your environment with a username CIO.xx ![Tools Security Console](images/image002.png) -3. You’ll be working from this single console for most of the examples today. By default, you are viewing the Roles tab of the console. +4. You’ll be working from this single console for most of the examples today. By default, you are viewing the Roles tab of the console. > Security Console - Roles. ![Console Top Empty](images/image003.png) -4. Notice how the search is dynamic and offers available options as you type. +5. Notice how the search is dynamic and offers available options as you type. > In the search field provided at the top, type: **Adventure**.
@@ -51,7 +54,7 @@ At this point, you should be logged into your environment with a username CIO.xx ![Adventure Role Search](images/image004.png) -5. You can now see a list of the roles which are granted to a user when they are provided with the Accounts Payable Manager. +6. You can now see a list of the roles which are granted to a user when they are provided with the Accounts Payable Manager. > Notice that the table may be exported to Microsoft Excel using the button provided at the top right.
@@ -59,7 +62,7 @@ At this point, you should be logged into your environment with a username CIO.xx ![Adventure Role roles](images/image005.png) -6. Always make changes to a copied role to ensure that your custom configurations are preserved on updates. +7. Always make changes to a copied role to ensure that your custom configurations are preserved on updates. > Tasks associated with the role are available from this pull-down menu. Select **Copy Role**. @@ -71,7 +74,7 @@ At this point, you should be logged into your environment with a username CIO.xx ![Copy Adventure Role b](images/image007.png) -7. Notice that you are provided with a list of ordered steps at the top. For this example, we will only provide answers to steps 1, 2 and 7. +8. Notice that you are provided with a list of ordered steps at the top. For this example, we will only provide answers to steps 1, 2 and 7. We start by giving our copied role a unique name. @@ -83,13 +86,13 @@ At this point, you should be logged into your environment with a username CIO.xx ![Copy Role a](images/image008.png) -8. Using Function Security Policy, you will add the privileges Brian Bell needs +9. Using Function Security Policy, you will add the privileges Brian Bell needs > Press the **Add + Function Security Policy** button. ![Copy Role 2a](images/image009.png) -9. You will now find the required policy using the search form. +10. You will now find the required policy using the search form. > Type **Cancel Supplier Negotiation** in the search field and select the policy. @@ -99,14 +102,14 @@ At this point, you should be logged into your environment with a username CIO.xx ![Copy Role 2c](images/image011.png) -10. Note that the search window did not automatically dismiss. This is done so you can continue to add more policies in this process. +11. Note that the search window did not automatically dismiss. This is done so you can continue to add more policies in this process. > Press the **Cancel** button to continue. ![Copy Role 2d](images/image012.png) -11. Note that the new policy has been added. +12. Note that the new policy has been added. You will skip the next three tasks until you arrive at ‘Users (7)’ in the Copy Role process. @@ -114,7 +117,7 @@ At this point, you should be logged into your environment with a username CIO.xx ![Copy Role 2e](images/image013.png) -12. Using a similar search tool, you will now search for Brian Bell and provide him with this new role and its associated privileges. +13. Using a similar search tool, you will now search for Brian Bell and provide him with this new role and its associated privileges. > Press the **Add User** button. @@ -131,25 +134,25 @@ At this point, you should be logged into your environment with a username CIO.xx ![Copy Role 7c](images/image016.png) -13. Again, the search box remains in case you want to add additional users. +14. Again, the search box remains in case you want to add additional users. > Press the **Cancel** button. ![Copy Role 7d](images/image017.png) -14. Brian Bell has been added to this new role +15. Brian Bell has been added to this new role > Press the **Next** button. ![Copy Role 7e](images/image018.png) -15. Note confirmation that we have added one Security Policy and one user +16. Note confirmation that we have added one Security Policy and one user > Press the **Submit and Close** button. ![Copy Role 7f](images/image019.png) -16. Last screen confirms new role is added +17. Last screen confirms new role is added Success! @@ -157,10 +160,7 @@ At this point, you should be logged into your environment with a username CIO.xx ![Copy Role 7g](images/image020.png) - -## Task 2: Compare Roles - -1. Using the compare roles feature, you can quickly identify changes you’ve made compared to the out of the box roles provided by Oracle or other custom roles. +18. Using the compare roles feature, you can quickly identify changes you’ve made compared to the out of the box roles provided by Oracle or other custom roles. This section uses your newly created role to do exactly this. @@ -168,7 +168,7 @@ At this point, you should be logged into your environment with a username CIO.xx ![Compare Roles Launch](images/image021.png) -2. You will need to enter the name of your new role +19. You will need to enter the name of your new role > Press the **Search** ![Search Icon](images/icon01_search.png) icon for the First Role @@ -186,7 +186,7 @@ At this point, you should be logged into your environment with a username CIO.xx ![Compare Roles c](images/image025.png) - 3. Now you will repeat these steps for the original role + 20. Now you will repeat these steps for the original role > Press the **Search** icon for the Second Role @@ -206,13 +206,13 @@ At this point, you should be logged into your environment with a username CIO.xx ![Compare Roles F](images/image029.png) -4. Immediately you see that Cancel Supplier Negotiation has been added to the first role and does not exist in the second role. +21. Immediately you see that Cancel Supplier Negotiation has been added to the first role and does not exist in the second role. ![Compare Roles 6](images/image030.png) -5. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! +22. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) @@ -223,7 +223,15 @@ Security Console is used to quickly manage user access to the entire Fusion appl **You have successfully completed the Activity!** + +## Learn More + +* [Oracle Supply Chain & Manufacturing - Secure](https://docs.oracle.com/en/cloud/saas/supply-chain-and-manufacturing/24d/secure.html) +* [Oracle Human Resources - Secure](https://docs.oracle.com/en/cloud/saas/human-resources/24b/secure.html) +* [Oracle Documentation](http://docs.oracle.com) + + ## Acknowledgements * **Author** - Nate Weinsaft, Cloud Technologist, Advanced Technology Services * **Contributors** - -* **Last Updated By/Date** - Nate Weinsaft, September 2024 +* **Last Updated By/Date** - Nate Weinsaft, November 2024 diff --git a/apps-cloud-adventure-cio/02-configure-hcm/configure.md b/apps-cloud-adventure-cio/02-configure-hcm/configure.md deleted file mode 100644 index f6c30dd32..000000000 --- a/apps-cloud-adventure-cio/02-configure-hcm/configure.md +++ /dev/null @@ -1,313 +0,0 @@ -# Configure - -## Introduction - -Oracle offers hundreds of prebuilt pages, workflows and forms “out of the box” as part of the Oracle Fusion Cloud. Many of our customers want to configure these pages and workflows to meet their specific business needs. You can unify your experience in our applications by using Redwood. - -Oracle Redwood is Oracle Fusion’s new design system that enhances the user experience through a visually stimulating, easy-to-use interface. By uniting customer-inspired design philosophies with industry-leading technology solutions, Oracle Redwood helps companies reduce costs, foster efficiency, revitalize the customer journey, and evolve continuously toward the future. - -In this exercise, you are the Redwood expert for your organization. You will use Redwood, Oracle’s next-generation design system, to quickly and efficiently design a Change Salary Interface for Non-HR mangers. - -Do not forget to answer the Adventure Check Point questions at the end of the exercise! - - -Estimated Time: 15 minutes - - -### Objectives - -In this activity, you will use Redwood to incorporate rules and define content surfaced in the application to tailor the user experience. - -![Configuration Objectives](images/configureobjs.png) - -## Task 1: Enhance the Change Salary Experience - -1. You are the Redwood expert for your organization. You will use Redwood, Oracle’s next-generation design system, to quickly and efficiently design a Change Salary Interface for Non-HR mangers. Change Salary is a dynamic form that allow you to create pages with user information that appears based on conditions you configure. - - You will first navigate to the Change Salary Page. - - > From the application home page, click on the **My Team** tab. - - ![Application Home Page](images/image001.png). - - > Click on **Change Salary** under **Quick Actions**. - - ![My Team Page](images/image002.png) - - > Click on the ![x icon](images/icon011_x.png) **Icon** to remove the Direct Reports Filter because your user does not have any direct reports. This action allows you to see other people. - - ![My Team Page](images/image003.png) - - -2. Now you will enter the Change Salary Form so we can make the required changes using Visual Builder Studio. Now you will select a person so you can enter the Change Salary form. - - > (1) Search for **Barrett Reed** in the search field.
- - > (2) Select **Barrett Reed** in the drop down.
- - - ![Change Salary Page](images/image004.png) - -3. You have entered the Change Salary Form. Now you will quickly review the current configuration of the Change Salary Form. - - > Click **Continue**. - - ![Change Salary Page](images/image005.png) - - > (1) Enter a **future date** for **When does the salary will start?**
- - > (2) Select **Change Salary** for **What is the action name?**
- - > (3) Select **Career Progression** for **why you are changing the salary for Barrett Reed?**
- - > (4) Click **Continue** once complete. - - ![Change Salary Page](images/image006.png) - - - - -4. You will now create new rule that hides Annualized Full-Time Salary because it is repetitive. You will also hide Compa-Raito since this is mainly used by HR. You also want to show the action reason in this section of the Change Salary Form. - - ![Change Salary Page 2nd page](images/image007.png) - -5. Now you will enter the Visual Builder Studio. - - > (1) Click on the ![co image](images/icon012_co.png) **Image** in the top right corner of the screen.
- - > (2) Then select **Edit Page in Visual Builder Studio** from the drop down options. - - ![Change Salary Page 2nd page](images/image008.png) - - The following image appears as Visual Builder Studio is loading. - - ![Select Project](images/image009.png) - - -6. Welcome to Oracle Visual Builder Studio (VB Studio), a robust application development platform that helps your team effectively plan and manage your work throughout all stages of the app dev lifecycle: design, build, test, and deploy. - - Now we will use VB Studio to make the required changes to the Change Salary Form. - - > Click on **Configure Fields and Regions**. - - ![VB Studio](images/image010.png) - - -7. First we will create a new form rule for change salary. - - > Click on the ![plus icon](images/icon015_plus.png) **Icon** to add a new form rule. - - ![Fields and Regions](images/image011.png) - - > (1) Enter **Change Salary Non-HR** in label.
- - > (2) Click on **Create**. - - ![Fields and Regions](images/image012.png) - - -8. Note that rules are based on a hierarchy. The rules on top supersede the rules below . - - Now we will add the conditions that applies this rule to all non-HR personnel - - - > Click on the **Edit button.** - - ![Fields and Regions](images/image013.png) - - > (1) Click on the middle box that has **contains** in the User Roles Row.
- - > (2) Select **does not contain** from the drop down options. - - ![Fields and Regions](images/image014.png) - - > (1) Enter the **Human Resource Manager** role in the right most box of the **User Roles** row.
- - > (2) Select the first **Human Resource Manager** role from the drop down options. - - ![Fields and Regions](images/image015.png) - - **Note:** This configuration displays this version of the Change Salary Form to all people who are not assigned to the Human Resource Manager Role - - -9. Now you want to add and hide fields. - - > Click on the **Drop Down** ![drop down icon](images/icon013_dropdown.png) Icon to the left of Salary to expand the salary section. - - ![Fields and Regions, Conditions](images/image016.png) - - - -10. First you want to the configure the form to hide the **Annualized Full-Time Salary** Field. - - > (1) Click in the Box in the **Hidden Column** for **Annualized Full-Time Salary Field** row.
- - > (2) Then select **Hidden** from the options that appear. - - ![Fields and Regions, Conditions](images/image017.png) - - -11. Now you want to the configure the form to hide the **Compa-Ratio** field. - - > (1) Click in the Box in the **Hidden Column** for **Compa-Ratio** row.
- - > (2) Then select **Hidden** from the options that appear. - - ![Fields and Regions, Conditions](images/image018.png) - -12. Now you will configure the form to show the **Action Reason** field. - - > (1) Click in the Box in the **Hidden Column** for **Action Reason** row.
- - > (2) Then select **Visible** from the options that appear. - - ![Fields and Regions, Conditions](images/image019.png) - - - -13. Please verify that Action Reason is **Visible**, and Annualized Full-Time Salary Field and Compa-Ratio are **Hidden**. - - Now you will add a validation step for the Adjustment Percentage. You do not want users to enter in a Salary Percentage Greater than 15% - - > Click on **Validate Field Values** - - ![Fields and Regions](images/image020.png) - - > Click on **+ Validation** - - ![Validation](images/image021.png) - - > (1) Enter **Adjustment Percentage** in **Label** to name the validation.
- - > (2) Then Click **Create**. - - ![Validation](images/image022.png) - - -14. Now you will set the conditions for this rule so that the form will not accept any adjustment percentage greater than 15%. - - > Click on **Edit**. - - ![Create Validation](images/image023.png) - - > Click on **+ Condition**. - - ![Create Validation](images/image024.png) - - > (1) Enter **Adjustment Percentage** in the box below Country.
- - > (2) Then select the first **Adjustment Percentage** under **Salary Details**. - - ![Create Validation](images/image025.png) - - > (1) In the new Adjustment Percentage row you just created, click the **middle box** that says **Equals**.
- - > (2) Then select **greater than.**. - - ![Create Validation](images/image026.png) - - > Enter **15** in the right most box in the Adjustment Percentage row. - - ![Create Validation](images/image027.png) - - The form will not allow any user to enter an adjustment percentage greater than 15%. - - -15. Now you will configure the error message users will see if they enter in an Adjustment Percentage greater than 15%. - - > (1) Under **Messages**, type in **Adjustment Percentage is too high** in **Summary**.
- - > (2) Then type in **The Adjustment Percentage must be lower than 15%** in **Detail**. - - ![Create Validation](images/image028.png) - - > Click on **Warning** under **Severity**. - - > Then select **Error** from the drop-down options that appear. - - The error configuration will not allow any user who entered incorrect data to submit the change without fixing the error - - ![Create Validation](images/image030.png) - - - -16. Well done. You have configured a new rule for Non-HR personnel. - - Redwood offers a quick way to review your changes as they appear in the application. - - > (1) Click on the **Preview** ![preview icon](images/icon014_preview.png) icon in the top right of the screen.
- - > (2) A new window will pop up. - - ![Create Validation](images/image031.png) - -17. You have reentered the Change Salary Form. Let’s review the changes. - - > Click **Continue**. - - ![Change Salary 1](images/image032.png) - - You need to enter the required information before you can move to the next screen. - - > (1) Enter a **future date** for **When does the salary will start?**
- - > (2) Select **Change Salary** for **What is the action name?**
- - > (3) Select **Career Progression** for **why you are changing the salary for Barrett Reed?**
- - > (4) Click **Continue** once complete. - - ![Change Salary Page 2nd page](images/image033.png) - - -18. Note that Annualized Full-Time Salary and Compa-Ratio are no longer visible while Action Reason is now Visible. - - Now we will test the validation for the Adjustment Amount Percentage. - - > Enter an Adjustment Percentage that is greater than 15%. - - ![Change Salary Screen 2](images/image034.png) - -19. The system gives us a warning that the increase in salary is outside the worker’s salary range. You will ignore this warning. - - > Click **Continue.** - - ![Change Salary Screen 2](images/image035.png) - -20. The system will not allow the user to continue because the Adjustment Percentage exceeds 15% due to the field validation we configured. - - ![Change Salary Screen 2 error message](images/image036.png) - - > Click on the **Home** ![home icon](images/icon017_home.png) Icon. - - ![Change Salary Screen 2](images/image037.png) - - - - -21. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! - - [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - - - - -## Summary - -Oracle Redwood is Oracle Fusion’s new design system that enhances the user experience through a visually stimulating, easy-to-use interface. By uniting customer-inspired design philosophies with industry-leading technology solutions, Oracle Redwood helps companies reduce costs, foster efficiency, revitalize the customer journey, and evolve continuously toward the future. - -Oracle Visual Builder Studio (or VB Studio, for short) is an integrated development platform that helps your team effectively plan and manage your work throughout the application's lifecycle. It combines the simplicity of a visual development environment with powerful management tools to streamline application development and deliver modern, innovative user experiences. - -In this example, you used Redwood, Oracle’s next-generation design system, to quickly and efficiently enhance the Change Salary Form. - - -**You have successfully completed the Activity!** - - - -## Acknowledgements -* **Author** - Casey Doody, Cloud Technologist , Advanced Technology Services -* **Contributors** - Sajid Saleem, Master Principal Cloud Technologist, Advanced Technology Services -* **Last Updated By/Date** - Casey Doody, September 2024 - - diff --git a/apps-cloud-adventure-cio/02-configure-hcm/images/configureobjs.png b/apps-cloud-adventure-cio/02-configure-hcm/images/configureobjs.png deleted file mode 100644 index 82fbd5bca..000000000 Binary files a/apps-cloud-adventure-cio/02-configure-hcm/images/configureobjs.png and /dev/null differ diff --git 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file mode 100644 index 2a508eb68..000000000 --- a/apps-cloud-adventure-cio/02-configure-scm/configure-scm.md +++ /dev/null @@ -1,213 +0,0 @@ -# Configure - -## Introduction - -Oracle offers hundreds of prebuilt pages, workflows and forms “out of the box” as part of the Oracle Fusion Cloud. Many of our customers want to configure these pages and workflows to meet their specific business needs. You can unify your experience in our applications by using Redwood. - -Oracle Redwood is Oracle Fusion’s new design system that enhances the user experience through a visually stimulating, easy-to-use interface. By uniting customer-inspired design philosophies with industry-leading technology solutions, Oracle Redwood helps companies reduce costs, foster efficiency, revitalize the customer journey, and evolve continuously toward the future. - -In this exercise, you are the Redwood expert for your organization. You will use Redwood, Oracle’s next-generation design system, to quickly and efficiently design the Update Suppliers (New) listing page. - -Do not forget to answer the Adventure Check Point questions at the end of the exercise! - - -Estimated Time: 15 minutes - - -### Objectives - -In this activity, you will use Redwood to incorporate rules and define content surfaced in the application to tailor the user experience. - -![Configure OBJs](images/configure_objs.png). - - - -## Task 1: Update Suppliers (New) listing page - -1. You will use Redwood, Oracle’s next-generation design system, to quickly and efficiently update **Suppliers (New) listing page providing more visibility to Procurement Managers**. Suppliers (New) is a dynamic listing page that allows you to create role-based layouts based on configurable criteria. - - You will first navigate to the Suppliers (New) Listing Page. - - > From the application home page, click on the **Procurement** tab. - - ![Application Home Page](images/image001.png). - - > Click on **Suppliers (New)** under **Quick Actions**. - - ![My Team Page](images/image002.png) - - > Click on the **Supplier Type** to display the Filter and click into the Search box **Supplier Type**. - - ![My Team Page](images/image003.png) - - > Click and select **Supplier (187)** to display list of suppliers. - - ![My Team Page](images/image004.png) - - > Click anywhere in the page away from the search filter **Supplier (187)** - - ![My Team Page](images/image005.png) - - - - -2. Now you will enter the Suppliers (New) Page that displays lists of suppliers. - - - > (1) Click on drop-down icon to expand a specific supplier row. - - ![Change Salary Page](images/image006.png) - -3. You can see the supplier information displayed is limited. We will update the page to display more fields for procurement managers.

Now you will leverage Visual Builder Studio to update the Suppliers (New) page. - - - > (1) Click on the ![picture image](images/icon02_co.png) **Image** in the top right corner of the screen.
- - > (2) Then select Edit Page in Visual Builder Studio from the drop down options. - - - ![Change Salary Page](images/image007.png) - - -4. The following image appears as Visual Builder Studio is loading. - - ![Change Salary Page 2nd page](images/image008.png) - -5. Welcome to Oracle Visual Builder Studio (VB Studio), a robust application development platform that helps your team effectively plan and manage your work throughout all stages of the application development lifecycle: design, build, test, and deploy.

Now we will use VB Studio to make the required changes to the Suppliers (New) page. - - - > Click on **Configure Fields and Regions**.
- - ![Select Project](images/image009.png) - - - -6. First we will create a new role-based form rule for Suppliers (New) page - - > Click on the ![+ Icon](images/icon05_plus.png) **Icon** to add a new form rule. - - ![Fields and Regions](images/image010.png) - - > (1) Enter **procurementManagerLayout** in label.
- - > (2) Click on **Create**. - - ![Fields and Regions](images/image011.png) - - -7. Note that rules are based on a hierarchy. The rules on top supersede the rules below . - - > Click on the **Edit button.** - - ![Fields and Regions](images/image012.png) - - - -8. Now we will add the conditions that applies this rule to all Procurement Managers. - - > Click on the **Condition button**. - - ![Fields and Regions, Conditions](images/image013.png) - - In the first box, enter **Roles** and select **Roles** from the drop-down. - - ![Fields and Regions, Conditions](images/image014.png) - - > (1) Enter **Procurement Manager** in the right most box of the **User Roles** row.
- - > (2) Select the first **Procurement Manager** role from the drop-down list. . - - ![Fields and Regions, Conditions](images/image015.png) - - -9. Now you want to add and hide fields. - - > Click on the ![dropdown](images/icon03_dropdown.png) Icon to the left of Supplier Details to expand the section. - - ![Fields and Regions](images/image016.png) - -10. First you want to the configure the page to display the **Creation Source**. - - > (1) Click in the Box in the **Hidden Column** for **Creation Source Field** row.
- - > (2) Then select **Visble** from the options that appear. - - ![Validation](images/image017.png) - - -11. Now repeat the above steps for fields Creation Date, Parent Supplier Number and Tax Payer Country to make them visible. - - > (1) Click the Box in the **Hidden Column** for **each of these** rows.
- - > (2) Then select **Visible** from the options that appear. - -![Validation 2](images/image018.png) - - -12. Well done. You have configured a new role-based page layout for Procurement Managers. Redwood offers a quick way to review your changes as they appear in the application. - - > (1) Click on the **Preview** ![Fields and Regions, Conditions](images/icon04_preview.png) icon in the upper right of the screen
- - > (2) A new windows will pop up in a new browser tab. - - ![Validation 2](images/image019.png) - -13. You have reentered the Suppliers (New) page. Let’s review the changes. - - Click on the **Supplier Type** to display the Filter and click into the Search box **Supplier Type**. - -![Validation 2](images/image020.png) - -14. You need to select the search filter Supplier (187) again. - - > Click and select **Supplier (187)** to display list of suppliers. - -![Validation 4](images/image021.png) - - -15. - - > Click anywhere in the page away from the search filter **Supplier (187)** - - ![Change Salary Screen 2](images/image022.png) - -16. Now you will enter the Suppliers (New) Page that displays lists of suppliers. - - > Click on **drop-down icon** to expand a specific supplier row - - ![Change Salary Screen 2](images/image023.png) - -17. You can see all the changes we just configured for displaying additional fields to Procurement Managers. - - > Click on the **Home** ![Home Icon](images/icon07_home.png) Icon. - - -18. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! - - [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - - - - -## Summary - -Oracle Redwood is Oracle Fusion’s new design system that enhances the user experience through a visually stimulating, easy-to-use interface. By uniting customer-inspired design philosophies with industry-leading technology solutions, Oracle Redwood helps companies reduce costs, foster efficiency, revitalize the customer journey, and evolve continuously toward the future. - -Oracle Visual Builder Studio (or VB Studio, for short) is an integrated development platform that helps your team effectively plan and manage your work throughout the application's lifecycle. It combines the simplicity of a visual development environment with powerful management tools to streamline application development and deliver modern, innovative user experiences. - -In this example, you used Redwood, Oracle’s next-generation design system, to quickly and efficiently design the Update Suppliers (New) listing page. - - -**You have successfully completed the Activity!** - - - -## Acknowledgements -* **Author** - Casey Doody, Cloud Technologist, Advanced Technology Services -* **Contributors** - Sajid Saleem, Master Principal Cloud Technologist, Advanced Technology Services -* **Last Updated By/Date** -Casey Doody, August 2024 - - - - -[def]: images/image013.png \ No newline at end of file diff --git a/apps-cloud-adventure-cio/02-configure-scm/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-cio/02-configure-scm/images/cloud-adventure-checkpoint-image.png deleted file mode 100644 index 08774508a..000000000 Binary files a/apps-cloud-adventure-cio/02-configure-scm/images/cloud-adventure-checkpoint-image.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/02-configure-scm/images/icon01_x.png b/apps-cloud-adventure-cio/02-configure-scm/images/icon01_x.png deleted file mode 100644 index be49b934a..000000000 Binary files a/apps-cloud-adventure-cio/02-configure-scm/images/icon01_x.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/02-configure-scm/images/icon02_co.png b/apps-cloud-adventure-cio/02-configure-scm/images/icon02_co.png deleted file mode 100644 index cea09be31..000000000 Binary files a/apps-cloud-adventure-cio/02-configure-scm/images/icon02_co.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/02-configure-scm/images/icon03_dropdown.png b/apps-cloud-adventure-cio/02-configure-scm/images/icon03_dropdown.png deleted file mode 100644 index c913f8fb7..000000000 Binary files a/apps-cloud-adventure-cio/02-configure-scm/images/icon03_dropdown.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/02-configure-scm/images/icon05_plus.png b/apps-cloud-adventure-cio/02-configure-scm/images/icon05_plus.png deleted file mode 100644 index a173547b5..000000000 Binary files a/apps-cloud-adventure-cio/02-configure-scm/images/icon05_plus.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/02-configure-scm/images/icon06_box.png b/apps-cloud-adventure-cio/02-configure-scm/images/icon06_box.png deleted file mode 100644 index 30f4606e9..000000000 Binary files a/apps-cloud-adventure-cio/02-configure-scm/images/icon06_box.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/02-configure-scm/images/icon07_home.png b/apps-cloud-adventure-cio/02-configure-scm/images/icon07_home.png deleted file mode 100644 index b01696d1e..000000000 Binary files a/apps-cloud-adventure-cio/02-configure-scm/images/icon07_home.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/02-configure/configure.md b/apps-cloud-adventure-cio/02-configure/configure.md index 76427cf8e..d76f303cf 100644 --- a/apps-cloud-adventure-cio/02-configure/configure.md +++ b/apps-cloud-adventure-cio/02-configure/configure.md @@ -6,25 +6,22 @@ Oracle offers hundreds of prebuilt pages, workflows and forms “out of the box Oracle Redwood is Oracle Fusion’s new design system that enhances the user experience through a visually stimulating, easy-to-use interface. By uniting customer-inspired design philosophies with industry-leading technology solutions, Oracle Redwood helps companies reduce costs, foster efficiency, revitalize the customer journey, and evolve continuously toward the future. -In this exercise, you are the Redwood expert for your organization. You will use Redwood, Oracle’s next-generation design system, to quickly and efficiently design a Change Salary Interface for Non-HR mangers. - -Do not forget to answer the Adventure Check Point questions at the end of the exercise! +### Objectives +In this lab, you will use Redwood to quickly and efficienty improve the user experience in Oracle Fusion Cloud. Estimated Time: 15 minutes +Do not forget to answer the Adventure Check Point questions at the end of the exercise! -### Objectives - -In this activity, you will use Redwood to incorporate rules and define content surfaced in the application to tailor the user experience. -![Configuration Objectives](images/configureobjs.png) +## HCM: Enhance the Change Salary Experience -## Task 1: Enhance the Change Salary Experience +1. You will use Redwood, Oracle’s next-generation design system, to quickly and efficiently update Change Salary Page for Non-HR managers. -1. You are the Redwood expert for your organization. You will use Redwood, Oracle’s next-generation design system, to quickly and efficiently design a Change Salary Interface for Non-HR mangers. Change Salary is a dynamic form that allow you to create pages with user information that appears based on conditions you configure. +![Configuration Objectives](images/configure_objs_hcm.png) - You will first navigate to the Change Salary Page. +2. You will first navigate to the Change Salary Page. > From the application home page, click on the **My Team** tab. @@ -39,7 +36,7 @@ In this activity, you will use Redwood to incorporate rules and define content s ![My Team Page](images/image003.png) -2. Now you will enter the Change Salary Form so we can make the required changes using Visual Builder Studio. Now you will select a person so you can enter the Change Salary form. +3. Now you will enter the Change Salary Form so we can make the required changes using Visual Builder Studio. Now you will select a person so you can enter the Change Salary form. > (1) Search for **Barrett Reed** in the search field.
@@ -48,7 +45,7 @@ In this activity, you will use Redwood to incorporate rules and define content s ![Change Salary Page](images/image004.png) -3. You have entered the Change Salary Form. Now you will quickly review the current configuration of the Change Salary Form. +4. You have entered the Change Salary Form. Now you will quickly review the current configuration of the Change Salary Form. > Click **Continue**. @@ -65,13 +62,11 @@ In this activity, you will use Redwood to incorporate rules and define content s ![Change Salary Page](images/image006.png) - - -4. You will now create new rule that hides Annualized Full-Time Salary because it is repetitive. You will also hide Compa-Raito since this is mainly used by HR. You also want to show the action reason in this section of the Change Salary Form. +5. You will now create new rule that hides Annualized Full-Time Salary because it is repetitive. You will also hide Compa-Raito since this is mainly used by HR. You also want to show the action reason in this section of the Change Salary Form. ![Change Salary Page 2nd page](images/image007.png) -5. Now you will enter the Visual Builder Studio. +6. Now you will enter the Visual Builder Studio. > (1) Click on the ![co image](images/icon012_co.png) **Image** in the top right corner of the screen.
@@ -84,7 +79,7 @@ In this activity, you will use Redwood to incorporate rules and define content s ![Select Project](images/image009.png) -6. Welcome to Oracle Visual Builder Studio (VB Studio), a robust application development platform that helps your team effectively plan and manage your work throughout all stages of the app dev lifecycle: design, build, test, and deploy. +7. Welcome to Oracle Visual Builder Studio (VB Studio), a robust application development platform that helps your team effectively plan and manage your work throughout all stages of the app dev lifecycle: design, build, test, and deploy. Now we will use VB Studio to make the required changes to the Change Salary Form. @@ -93,7 +88,7 @@ In this activity, you will use Redwood to incorporate rules and define content s ![VB Studio](images/image010.png) -7. First we will create a new form rule for change salary. +8. First we will create a new form rule for change salary. > Click on the ![plus icon](images/icon015_plus.png) **Icon** to add a new form rule. @@ -106,7 +101,7 @@ In this activity, you will use Redwood to incorporate rules and define content s ![Fields and Regions](images/image012.png) -8. Note that rules are based on a hierarchy. The rules on top supersede the rules below . +9. Note that rules are based on a hierarchy. The rules on top supersede the rules below . Now we will add the conditions that applies this rule to all non-HR personnel @@ -130,7 +125,7 @@ In this activity, you will use Redwood to incorporate rules and define content s **Note:** This configuration displays this version of the Change Salary Form to all people who are not assigned to the Human Resource Manager Role -9. Now you want to add and hide fields. +10. Now you want to add and hide fields. > Click on the **Drop Down** ![drop down icon](images/icon013_dropdown.png) Icon to the left of Salary to expand the salary section. @@ -138,7 +133,7 @@ In this activity, you will use Redwood to incorporate rules and define content s -10. First you want to the configure the form to hide the **Annualized Full-Time Salary** Field. +11. First you want to the configure the form to hide the **Annualized Full-Time Salary** Field. > (1) Click in the Box in the **Hidden Column** for **Annualized Full-Time Salary Field** row.
@@ -147,7 +142,7 @@ In this activity, you will use Redwood to incorporate rules and define content s ![Fields and Regions, Conditions](images/image017.png) -11. Now you want to the configure the form to hide the **Compa-Ratio** field. +12. Now you want to the configure the form to hide the **Compa-Ratio** field. > (1) Click in the Box in the **Hidden Column** for **Compa-Ratio** row.
@@ -155,7 +150,7 @@ In this activity, you will use Redwood to incorporate rules and define content s ![Fields and Regions, Conditions](images/image018.png) -12. Now you will configure the form to show the **Action Reason** field. +13. Now you will configure the form to show the **Action Reason** field. > (1) Click in the Box in the **Hidden Column** for **Action Reason** row.
@@ -165,7 +160,7 @@ In this activity, you will use Redwood to incorporate rules and define content s -13. Please verify that Action Reason is **Visible**, and Annualized Full-Time Salary Field and Compa-Ratio are **Hidden**. +14. Please verify that Action Reason is **Visible**, and Annualized Full-Time Salary Field and Compa-Ratio are **Hidden**. Now you will add a validation step for the Adjustment Percentage. You do not want users to enter in a Salary Percentage Greater than 15% @@ -184,7 +179,7 @@ In this activity, you will use Redwood to incorporate rules and define content s ![Validation](images/image022.png) -14. Now you will set the conditions for this rule so that the form will not accept any adjustment percentage greater than 15%. +15. Now you will set the conditions for this rule so that the form will not accept any adjustment percentage greater than 15%. > Click on **Edit**. @@ -213,7 +208,7 @@ In this activity, you will use Redwood to incorporate rules and define content s The form will not allow any user to enter an adjustment percentage greater than 15%. -15. Now you will configure the error message users will see if they enter in an Adjustment Percentage greater than 15%. +16. Now you will configure the error message users will see if they enter in an Adjustment Percentage greater than 15%. > (1) Under **Messages**, type in **Adjustment Percentage is too high** in **Summary**.
@@ -231,7 +226,7 @@ In this activity, you will use Redwood to incorporate rules and define content s -16. Well done. You have configured a new rule for Non-HR personnel. +17. Well done. You have configured a new rule for Non-HR personnel. Redwood offers a quick way to review your changes as they appear in the application. @@ -241,7 +236,7 @@ In this activity, you will use Redwood to incorporate rules and define content s ![Create Validation](images/image031.png) -17. You have reentered the Change Salary Form. Let’s review the changes. +18. You have reentered the Change Salary Form. Let’s review the changes. > Click **Continue**. @@ -260,7 +255,7 @@ In this activity, you will use Redwood to incorporate rules and define content s ![Change Salary Page 2nd page](images/image033.png) -18. Note that Annualized Full-Time Salary and Compa-Ratio are no longer visible while Action Reason is now Visible. +19. Note that Annualized Full-Time Salary and Compa-Ratio are no longer visible while Action Reason is now Visible. Now we will test the validation for the Adjustment Amount Percentage. @@ -268,13 +263,13 @@ In this activity, you will use Redwood to incorporate rules and define content s ![Change Salary Screen 2](images/image034.png) -19. The system gives us a warning that the increase in salary is outside the worker’s salary range. You will ignore this warning. +20. The system gives us a warning that the increase in salary is outside the worker’s salary range. You will ignore this warning. > Click **Continue.** ![Change Salary Screen 2](images/image035.png) -20. The system will not allow the user to continue because the Adjustment Percentage exceeds 15% due to the field validation we configured. +21. The system will not allow the user to continue because the Adjustment Percentage exceeds 15% due to the field validation we configured. ![Change Salary Screen 2 error message](images/image036.png) @@ -285,29 +280,193 @@ In this activity, you will use Redwood to incorporate rules and define content s -21. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! +22. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) +## ERP & SCM: Update Suppliers (New) Listing Page + +1. You will use Redwood, Oracle’s next-generation design system, to quickly and efficiently update the Suppliers (New) listing page providing more visibility to Procurement Managers. Suppliers (New) is a dynamic listing page that allows you to create role-based layouts based on configurable criteria. + + ![Configuration Objectives](images/configure_objs.png) + +2. You will first navigate to the Suppliers (New) Listing Page. + + > From the application home page, click on the **Procurement** tab. + + ![Application Home Page](images/image101.png). + + > Click on **Suppliers (New)** under **Quick Actions**. + + ![My Team Page](images/image102.png) + + > Click on the **Supplier Type** to display the Filter and click into the Search box **Supplier Type**. + + ![My Team Page](images/image103.png) + + > Click and select **Supplier (187)** to display list of suppliers. + + ![My Team Page](images/image104.png) + + > Click anywhere in the page away from the search filter **Supplier (187)** + + ![My Team Page](images/image105.png) + + + + +3. Now you will enter the Suppliers (New) Page that displays lists of suppliers. + + + > (1) Click on drop-down icon to expand a specific supplier row. + + ![Change Salary Page](images/image106.png) + +4. You can see the supplier information displayed is limited. We will update the page to display more fields for procurement managers.

Now you will leverage Visual Builder Studio to update the Suppliers (New) page. + + + > (1) Click on the ![picture image](images/icon102_co.png) **Image** in the top right corner of the screen.
+ + > (2) Then select Edit Page in Visual Builder Studio from the drop down options. + + + ![Change Salary Page](images/image107.png) + + +5. The following image appears as Visual Builder Studio is loading. + + ![Change Salary Page 2nd page](images/image108.png) + +6. Welcome to Oracle Visual Builder Studio (VB Studio), a robust application development platform that helps your team effectively plan and manage your work throughout all stages of the application development lifecycle: design, build, test, and deploy.

Now we will use VB Studio to make the required changes to the Suppliers (New) page. + + + > Click on **Configure Fields and Regions**.
+ + ![Select Project](images/image109.png) + + + +7. First we will create a new role-based form rule for Suppliers (New) page + + > Click on the ![+ Icon](images/icon105_plus.png) **Icon** to add a new form rule. + + ![Fields and Regions](images/image110.png) + + > (1) Enter **procurementManagerLayout** in label.
+ + > (2) Click on **Create**. + + ![Fields and Regions](images/image111.png) +8. Note that rules are based on a hierarchy. The rules on top supersede the rules below . + + > Click on the **Edit button.** + + ![Fields and Regions](images/image112.png) + + + +9. Now we will add the conditions that applies this rule to all Procurement Managers. + + > Click on the **Condition button**. + + ![Fields and Regions, Conditions](images/image113.png) + + In the first box, enter **Roles** and select **Roles** from the drop-down. + + ![Fields and Regions, Conditions](images/image114.png) + + > (1) Enter **Procurement Manager** in the right most box of the **User Roles** row.
+ + > (2) Select the first **Procurement Manager** role from the drop-down list. . + + ![Fields and Regions, Conditions](images/image115.png) + + +10. Now you want to add and hide fields. + + > Click on the ![dropdown](images/icon103_dropdown.png) Icon to the left of Supplier Details to expand the section. + + ![Fields and Regions](images/image116.png) + +11. First you want to the configure the page to display the **Creation Source**. + + > (1) Click in the Box in the **Hidden Column** for **Creation Source Field** row.
+ + > (2) Then select **Visble** from the options that appear. + + ![Validation](images/image117.png) + + +12. Now repeat the above steps for fields Creation Date, Parent Supplier Number and Tax Payer Country to make them visible. + + > (1) Click the Box in the **Hidden Column** for **each of these** rows.
+ + > (2) Then select **Visible** from the options that appear. + +![Validation 2](images/image118.png) + + +13. Well done. You have configured a new role-based page layout for Procurement Managers. Redwood offers a quick way to review your changes as they appear in the application. + + > (1) Click on the **Preview** ![Fields and Regions, Conditions](images/icon104_preview.png) icon in the upper right of the screen
+ + > (2) A new windows will pop up in a new browser tab. + + ![Validation 2](images/image119.png) + +14. You have reentered the Suppliers (New) page. Let’s review the changes. + + Click on the **Supplier Type** to display the Filter and click into the Search box **Supplier Type**. + +![Validation 2](images/image120.png) + +15. You need to select the search filter Supplier (187) again. + + > Click and select **Supplier (187)** to display list of suppliers. + +![Validation 4](images/image121.png) + + + > Click anywhere in the page away from the search filter **Supplier (187)** + + ![Change Salary Screen 2](images/image122.png) + +16. Now you will enter the Suppliers (New) Page that displays lists of suppliers. + + > Click on **drop-down icon** to expand a specific supplier row + + ![Change Salary Screen 2](images/image123.png) + +17. You can see all the changes we just configured for displaying additional fields to Procurement Managers. + + > Click on the **Home** ![Home Icon](images/icon107_home.png) Icon. + + +18. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) ## Summary Oracle Redwood is Oracle Fusion’s new design system that enhances the user experience through a visually stimulating, easy-to-use interface. By uniting customer-inspired design philosophies with industry-leading technology solutions, Oracle Redwood helps companies reduce costs, foster efficiency, revitalize the customer journey, and evolve continuously toward the future. -Oracle Visual Builder Studio (or VB Studio, for short) is an integrated development platform that helps your team effectively plan and manage your work throughout the application's lifecycle. It combines the simplicity of a visual development environment with powerful management tools to streamline application development and deliver modern, innovative user experiences. -In this example, you used Redwood, Oracle’s next-generation design system, to quickly and efficiently enhance the Change Salary Form. +**You have successfully completed the Activity!** +## Learn More -**You have successfully completed the Activity!** +* [Overview of Redwood Application Extension](https://docs.oracle.com/en/cloud/saas/human-resources/24d/fauvb/overview-of-redwood-application-extensions.html) +* [Configuring and Extending Applications](https://docs.oracle.com/en/cloud/saas/applications-common/24d/oaext/overview-of-using-visual-builder-studio.html#s20072861) +* [Oracle Documentation](http://docs.oracle.com) ## Acknowledgements -* **Author** - Casey Doody, Sales Consultant, Advanced Technology Services -* **Contributors** - Sajid Saleem, Master Principal Sales Consultant, Advanced Technology Services -* **Last Updated By/Date** - Casey Doody, September 2024 +* **Author** - Charlie Moff, Distinguished Cloud Technologist, Advanced Technology Services; Casey Doody, Cloud Technologist , Advanced Technology Services +* **Contributors** - Sajid Saleem, Master Principal Cloud Technologist, Advanced Technology Services +* **Last Updated By/Date** - Casey Doody, November 2024 + diff --git a/apps-cloud-adventure-cio/02-configure-scm/images/configure_objs.png b/apps-cloud-adventure-cio/02-configure/images/configure_objs.png similarity index 100% rename from apps-cloud-adventure-cio/02-configure-scm/images/configure_objs.png rename to apps-cloud-adventure-cio/02-configure/images/configure_objs.png diff --git a/apps-cloud-adventure-cio/02-configure/images/configure_objs_hcm.png b/apps-cloud-adventure-cio/02-configure/images/configure_objs_hcm.png new file mode 100644 index 000000000..47dd10829 Binary files /dev/null and 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apps-cloud-adventure-cio/02-configure/images/image123.png diff --git a/apps-cloud-adventure-cio/03-extend/extend.md b/apps-cloud-adventure-cio/03-extend/extend.md index 10397f107..5946ed01a 100644 --- a/apps-cloud-adventure-cio/03-extend/extend.md +++ b/apps-cloud-adventure-cio/03-extend/extend.md @@ -2,24 +2,24 @@ ## Introduction -In this activity, you will learn how to build a new simplified user interface for specific user populations. - -Estimated Time: 15 minutes - +Oracle Cloud Applications include an embedded tool called Visual Builder. Visual Builder is the same tool that Oracle uses to develop application screens and it's available for you to create additional screens. These screens can leverage both Oracle Cloud Application data and, if necessary, data from external systems. ### Objectives -In this lab, you will: +In this lab, you will use Visual Builder to create additional screens -* Use Visual Builder to build a new Supplier Screen. +Estimated Time: 15 minutes -![New Screen Process Flow](images/supplierscreenobjs2.png) +Do not forget to answer the Adventure Check Point questions at the end of the exercise! +## ERP & SCM: Create a simplified user interface using Redwood Design Patterns and Oracle Visual Builder. -## Task 1: Create a simplified user interface using Redwood Design Patterns and Oracle Visual Builder. +1. In this lab, you will Use Visual Builder to build a new Supplier Screen. -1. We will now create a new application screen to allow editing of specific supplier information. Oracle Cloud Applications include an embedded tool called Visual Builder. Visual Builder is the same tool that Oracle uses to develop application screens and it's available for you to create additional screens. These screens can leverage both Oracle Cloud Application data and, if necessary, data from external systems. +![New Screen Process Flow](images/supplierscreenobjs2.png) + +2. We will now create a new application screen to allow editing of specific supplier information. Oracle Cloud Applications include an embedded tool called Visual Builder. Visual Builder is the same tool that Oracle uses to develop application screens and it's available for you to create additional screens. These screens can leverage both Oracle Cloud Application data and, if necessary, data from external systems. > (1) **Click** on the **‘Configuration’** tab.
@@ -28,20 +28,20 @@ In this lab, you will: ![Open Visual Builder](images/image001.png) -2. We have pre-defined a Project. A project collects all the people, tools, and processes you need to complete a unit of work. You can use a project to host source code files, track issues, collaborate on code, and build and deploy your applications. If your team is extending Oracle Cloud Applications, you’ll probably want to set things up so that you have a single project dedicated to work with a single repository for each Application. +3. We have pre-defined a Project. A project collects all the people, tools, and processes you need to complete a unit of work. You can use a project to host source code files, track issues, collaborate on code, and build and deploy your applications. If your team is extending Oracle Cloud Applications, you’ll probably want to set things up so that you have a single project dedicated to work with a single repository for each Application. > **Click** on the **‘CloudAdventure’** project ![open project](images/image002.png) -3. Workspaces allow you to segregate units of work within a Project. +4. Workspaces allow you to segregate units of work within a Project. > **Click** on the **‘Manage Workspaces’** link. If your Project has no pre-existing workspaces, you'll be presented with a **‘Go to Workspaces’** button to click instead. The following screenshots show both potential screens. ![workspace](images/image003.png) ![workspace](images/image003b.png) -4. We'll create a new workspace for our simplified supplier screen +5. We'll create a new workspace for our simplified supplier screen > (1) **Click** on the **‘New’** ![New drop down](images/icon017_dropdown.png) dropdown
@@ -49,7 +49,7 @@ In this lab, you will: ![workspace](images/image004.png) -5. We'll name our new Extension. +6. We'll name our new Extension. > (1) **Enter** **‘QuickSupplier#’** in the "'Extension Name'" field.
@@ -57,31 +57,31 @@ In this lab, you will: ![create extension](images/image005.png) -6. We're now at the Visual Builder homepage. We can configure existing screens, create new ones, or build whole new applications. We can also leverage REST APIs to access Fusion SaaS Data. Supplier data from Oracle ERP/SCM Cloud, so we'll leverage the embedded integration via REST APIs. +7. We're now at the Visual Builder homepage. We can configure existing screens, create new ones, or build whole new applications. We can also leverage REST APIs to access Fusion SaaS Data. Supplier data from Oracle ERP/SCM Cloud, so we'll leverage the embedded integration via REST APIs. > (1) **Click** the **‘Services’** ![Services Icon](images/icon018_services.png) icon on the left menu. ![add UI Screen](images/image006.png) -7. We can add services from Oracle Cloud Applications or other accessible data sources. +8. We can add services from Oracle Cloud Applications or other accessible data sources. > (1) **Click** on the **‘+ Service Connection’** button. ![create UI](images/image007.png) -8. There are multiple ways to reference a service. We'll use the included catalog of Oracle Cloud Application services. +9. There are multiple ways to reference a service. We'll use the included catalog of Oracle Cloud Application services. > **Click** on the **‘Select from Catalog’** tile. ![view default screen template](images/image008.png) -9. Services are available for functionality across the Oracle Cloud Applications. +10. Services are available for functionality across the Oracle Cloud Applications. > **Click** on the **‘‘Enterprise Resource Planning and Supply Chain’** tile. ![manage services](images/image009.png) -10. We'll use the Supplier Service from the ERP/SCM Catalog. +11. We'll use the Supplier Service from the ERP/SCM Catalog. > (1) **Enter** ‘Suppliers’ in the 'Supplier Name' field.
> (2) Enter ‘Suppliers’ in the ‘Filter Objects/Endpoints’ field.
@@ -90,25 +90,25 @@ In this lab, you will: ![create service connect](images/image010.png) -11. The resulting screen shows additional configuration options for our supplier service, but we'll just use the default settings. We can also see the Endpoints details related to our Suppliers service. +12. The resulting screen shows additional configuration options for our supplier service, but we'll just use the default settings. We can also see the Endpoints details related to our Suppliers service. > **Click** on the **‘Endpoints’** tab as shown. ![select from catalog](images/image011.png) -12. Here we see the various operations and data objects available. This includes Get, Post and Patch operations allowing for query, create and update actions Scrolling this window we can see that other related information is also available, including addresses, attachments, contacts, descriptive flexfields and more. Now we want to start creating our new screen. +13. Here we see the various operations and data objects available. This includes Get, Post and Patch operations allowing for query, create and update actions Scrolling this window we can see that other related information is also available, including addresses, attachments, contacts, descriptive flexfields and more. Now we want to start creating our new screen. > **Click** on the **‘App UIs’** ![App UIs Icon](images/icon019_apps_uis.png) icon in the left toolbar ![select from catalog](images/image012.png) -13. You can now see the App UI panel on the left hand side. This allows you to create you new page. +14. You can now see the App UI panel on the left hand side. This allows you to create you new page. > **Click** on the **‘+ App UI’** button. ![select ERP/SCM](images/image013.png) -14. You can name your App UI. +15. You can name your App UI. > (1) **Enter** **‘QuickSupplierUI’** in the "'App UI Name'" field.
@@ -116,14 +116,14 @@ In this lab, you will: ![get supplier service](images/image014.png) -15. Visual Builder has automatically created a default UI leveraging the Oracle provided Redwood template. Redwood is Oracle's design methodology and pre-defined templates, and design patterns are included in Visual Builder to allow you to create applications that look and function just like Oracle delivered applications. +16. Visual Builder has automatically created a default UI leveraging the Oracle provided Redwood template. Redwood is Oracle's design methodology and pre-defined templates, and design patterns are included in Visual Builder to allow you to create applications that look and function just like Oracle delivered applications. > **Double-Click** the **‘main-start’** object. ![create supplier service](images/image015.png) -16. Here we see our blank template and a list of some of the provided Redwood design components. We want to start by adding some components to the screen to hold our data. +17. Here we see our blank template and a list of some of the provided Redwood design components. We want to start by adding some components to the screen to hold our data. > (1) Confirm you’re in the **Components** tab.
@@ -133,7 +133,7 @@ In this lab, you will: ![create supplier service](images/image016.png) -17. Next, you'll add a component to the panel. The first component we add with be an Input Text field to allow for searching. +18. Next, you'll add a component to the panel. The first component we add with be an Input Text field to allow for searching. > (1) Confirm you’re in the **Components** tab.
@@ -143,7 +143,7 @@ In this lab, you will: ![create supplier service](images/image017.png) -18. In the next 2 steps, you'll add label to your search field and create a page variable. You can start with the label. +19. In the next 2 steps, you'll add label to your search field and create a page variable. You can start with the label. > (1) Type **Enter Supplier Name Search** in the **Label Hint** field on the **General** tab of the **Properties** panel on the right.
@@ -151,7 +151,7 @@ In this lab, you will: ![create supplier service](images/image018.png) -19. Create a page variable to save the contents of your new Input Text field +20. Create a page variable to save the contents of your new Input Text field > (1) Click the (x) icon on the top right of the Value field. If the (x) is not showing, move your cursor to the Value field and it will appear.
@@ -159,7 +159,7 @@ In this lab, you will: ![create supplier service](images/image019.png) -20. Name your page variable. +21. Name your page variable. > (1) Type **SupplierSearchString** in the ID Field.
@@ -167,7 +167,7 @@ In this lab, you will: ![create supplier service](images/image020.png) -21. You’ll now add a Table component to the Panel. +22. You’ll now add a Table component to the Panel. > (1) Enter **Table** in the **‘filter’** field.
@@ -175,7 +175,8 @@ In this lab, you will: ![add supplier service to screen](images/image021.png) -22. You now have a table to hold the data. Next, you’ll add the Supplier data from our REST API. You can use the Quick Start feature to help with this task. +23. You now have a table to hold the data. Next, you’ll add the Supplier data from our REST API. You can use the Quick Start feature to help with this task. + > (1) Click in the newly created **Table** region.
@@ -184,7 +185,7 @@ In this lab, you will: ![table layout](images/image022.png) -23. The Quick Start features simply common tasks. You can use the Add Data Quick Start feature to show data from the Supplier REST API. +24. The Quick Start features simply common tasks. You can use the Add Data Quick Start feature to show data from the Supplier REST API. > (1) Click the **'Quick Start'** table in the Table Properties area.
@@ -192,7 +193,7 @@ In this lab, you will: ![select supplier fields](images/image023.png) -24. You can see the various Supplier related data available from the Supplier REST API. You’ll just use the Suppliers data for this scenario. +25. You can see the various Supplier related data available from the Supplier REST API. You’ll just use the Suppliers data for this scenario. > (1) Click **'Suppliers'** to expand the Suppliers region.
@@ -202,7 +203,7 @@ In this lab, you will: ![finish supplier fields](images/image024.png) -25. You’ll select a few fields to display on the new screen. This screen will be used to search for Suppliers and allow for quick update of a few pieces of Supplier Data. +26. You’ll select a few fields to display on the new screen. This screen will be used to search for Suppliers and allow for quick update of a few pieces of Supplier Data. > (1) Click **'Checkbox'** next to the following fields. You’ll need to scroll the Endpoint Structure to see the Supplier field:
- Alias
@@ -215,7 +216,7 @@ In this lab, you will: ![widen screen handle](images/image025.png) -26. Here you can configure the search field. +27. Here you can configure the search field. > (1) Click on the **filterCriterion** field in the Target section of the screen. This will cause a **Click to add condition** option to appear at the bottom of the screen.
@@ -223,19 +224,19 @@ In this lab, you will: ![widen screen](images/image026.png) -27. The next 3 steps will configure the Condition for the filterCriterion. +28. The next 3 steps will configure the Condition for the filterCriterion. > (1) Type **Supplier** in the first field and pick **Supplier** from the resulting pop-up list (2). ![widen screen](images/image027.png) -28. Next you'll select the Operator +29. Next you'll select the Operator > (1) Click in the **Operator** field and select **contains ($co)** from the resulting pop-up list (2). ![operator sselection](images/image028.png) -29. And now you'll reference the page variable that we created earlier. +30. And now you'll reference the page variable that we created earlier. > (1) Click in the **Attribute** field and select **$variables.SupplierSearchString** from the resulting pop-up list (2).
> (3) Click in the **Finish** button. @@ -243,7 +244,7 @@ In this lab, you will: ![widen screen](images/image029.png) -30. Notice that the screen auto-queried Supplier Information. You can easily move between Design, Live and Code views of our application. But next, you want the ability to edit data. So, you’ll use the Quick Start again to add an edit page. +31. Notice that the screen auto-queried Supplier Information. You can easily move between Design, Live and Code views of our application. But next, you want the ability to edit data. So, you’ll use the Quick Start again to add an edit page. > (1) Confirm that you're on the **Quick Start** tab.
@@ -251,7 +252,7 @@ In this lab, you will: ![edit page quick start](images/image030.png) -31. You can select the same or different fields for out Edit Page. Since the request was to create a simple page, you'll just add a few fields. +32. You can select the same or different fields for out Edit Page. Since the request was to create a simple page, you'll just add a few fields. > (1) Click **'Checkbox'** next to the following fields. Note that you will likely need to scroll the list of fields:
@@ -265,13 +266,13 @@ In this lab, you will: ![edit page quick start](images/image031.png) -32. You're ready to try your new page. +33. You're ready to try your new page. > Click the **Preview** ![Preview Icon](images/icon016_preview.png) icon on the top right of the screen. ![select edit page fields](images/image032.png) -33. A new browser tab is launched showing our completed application. You now have a fully functioning screen that supports query and update capabilities. +34. A new browser tab is launched showing our completed application. You now have a fully functioning screen that supports query and update capabilities. > (1) Enter your search criteria by entering a string in the **Enter Supplier Name Search** field. You can use **Corp** like shown in the screenshot or enter your **user number (##)** to find the Supplier with your number included as part of the name.
@@ -281,7 +282,7 @@ In this lab, you will: ![finish edit page fields](images/image033.png) -34. You Edit Supplier screen allows you to update the information and save. The new screen leverages the security and business rules of the application via the standard REST API. +35. You Edit Supplier screen allows you to update the information and save. The new screen leverages the security and business rules of the application via the standard REST API. > (1) Note that the Supplier Number field is non-enterable. That field is non-updateable and that condition automatically carries through to our new screen.
> (2) The Taxpayer ID is enterable, but we’ll end here without doing the update. @@ -290,7 +291,7 @@ In this lab, you will: ![preview](images/image034.png) -35. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! +36. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) @@ -309,12 +310,13 @@ So, check your with you team, double-check your racing harness and get ready for ## Learn More -* [Oracle Documentation](http://docs.oracle.com) + * [Extending Oracle Cloud Applications with Visual Builder Studio](https://docs.oracle.com/en/cloud/paas/visual-builder/visualbuilder-building-appui) * [Overview of Guided Journeys](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/overview-of-guided-journeys.html) * [Configure User Defined Content Task Type for a Journey](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/configure-user-defined-content-task-type-for-a-journey.html) +* [Oracle Documentation](http://docs.oracle.com) ## Acknowledgements * **Author** - Charlie Moff, Distinguished Cloud Technologist, Advanced Technology Services; Stephen Chung, Principal SaaS Cloud Technologist, Advanced Technology Services * **Contributors** - Sajid Saleem, Master Principal SaaS Cloud Technologist, Advanced Technology Services -* **Last Updated By/Date** - Charlie Moff, September 2024 \ No newline at end of file +* **Last Updated By/Date** - Charlie Moff, November 2024 \ No newline at end of file diff --git a/apps-cloud-adventure-cio/04-extend-hcm-llm/extend-more-hcm.md b/apps-cloud-adventure-cio/04-extend-hcm-llm/extend-more-hcm.md deleted file mode 100644 index f77ec4b17..000000000 --- a/apps-cloud-adventure-cio/04-extend-hcm-llm/extend-more-hcm.md +++ /dev/null @@ -1,186 +0,0 @@ -# Extend your SaaS Applications - -## Introduction - -In this activity you will learn how easily extend Fusion SaaS application to include external content to guide users to better decisions. - -Estimated Time: 15 minutes - - -### Objectives - -In this lab, you will: - -* Create a Guided Journey that leverages an external LLM - -![Journey Process Flow](images/llm%20objs01.png) - -[![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - - - -## Task 1: Guided Journeys with User Defined Content - -Guided Journeys allow you to configure business processes to support user tasks by providing guidance, such as additional information, tutorials, company policies, best practices and more. The User Defined Content feature of a Guided Journey Task allows users to define guided journey tasks and connect to a user defined REST API. The user defined REST API can retrieve data from external sources based on the context information passed from the calling user interface. - -As a Pit Crew member and the Oracle SaaS Business Process and Configuration expert for your organization, you’re up to the task. - -**Objectives**
-In this activity you will use HCM Guided Journey Task with User Defined Content and Visual Builder Studio to
-  • Configure HCM Checklist Template with a Guided Journey Task with User Defined Content
-  • Link the Guided Journey Task with User Defined Content with a pre-configured Generative AI endpoint
-  • Configure HCM Compensation Info Page to include the configured Checklist Template
-  • Preview your changes
- -As you follow along, do not forget to answer the Adventure Check Point questions! - -1. The first step to creating our Guided Gourney is to setup a Checklist Template, which defines the tasks related to our Guided Journey. - - > (1) Enter **Checklist Templates** in the search field at the top of the home page.
- > (2) Select **Checklist Templates** from the resulting dropdown search results. - - ![Checklist Template](images/image101.png) -
- -2. The first step is to configure a Checklist Template to include the Guided Journey Task. We’ve already setup Checklist Templates for each Cloud Adventure User, so you'll start by searching for your specific template. - - > (1) Enter **CA_##** in the **search** field, **where ## is your assigned user number**.
- ![View Caution](images/cautionaboutusernumbers1.png) - - > (2) Click the **Magnifying Glass** ![Magnifying Glass Icon](images/icon011_search.png) icon or press the **Enter** key to execute the search. - - ![View Checklist](images/image102.png) -
- - - > Click your **Checklist Template name** (e.g. **CA_##**) to open the checklist. - - ![Open Checklist Template](images/image103.png) -
- -3. You can see the general information for your Checklist. You’re now ready to add a Task. - - > **Click** on the **Tasks** tab. - - ![View Checklist](images/image104.png) -
- -4. You don’t have any tasks yet, so you can create one. The task is where you will define the connection to the external LLM. - - > (1) Click the ![Plus Icon](images/icon012_Plus.png) icon.
- - > (2) Click **Create Task** from the resulting popup. - - ![Create Task](images/image105.png) -
- -5. You can now define your new task and leverage the task type User Defined Content. This will allow you to reference the REST Integration that was discussed at the beginning of the adventure. It will link to a pre-configured Generative AI LLM endpoint. - - > Complete the following fields as shown:
- >  • Name(1): Type **Get Additional Compensation Info**
- >  • Task Type(2): Select **User Defined Content** from the dropdown
- >  • Configuration(3): Select **HCM_GJ_GenAI_OCILlama3_Endpoint** from the dropdown
- > (4) Click the **Save and Close** button. - - ![Enter Task Info](images/image106.png) -
- -6. You have successfully configured a new Guided Journey Task with User Defined Content. Now you are ready to include this new change to the Compensation Info UI. - - > Click on **Save and Close** button again to finalize our Task setup. - - ![Enter Task Info](images/image107.png) -
- -7. The next step is the configuration the Compensation Info UI to leverage your Guided Journey. To do that, you can head back to the home page. - - > Click on the **Home** ![Home Icon](images/icon013_home.png) icon on the top icon bar. - ![Enter Task Info](images/image108.png) -
- -8. You can configure the Compensation Info page directly from within the application. - - > (1) Enter **Compensation Info** into the **search** field at the top of the page.
- > (2) Select **Compensation Info** from the resulting **dropdown** list. - - ![Create Task](images/image109.png) -
- -9. There are no matching workers, so you can unselect Direct reports to broaden our search. - - > Click the ![X Icon](images/icon014_X.png) next to Direct Reports under the search field. - - ![Enter Task Info](images/image110.png) -
- -10. You can search for a worker and make the configuration directly from their Compensation Info page. Note that even though you’re searching for a specific user, this will be a system-wide configuration. - - > (1) Enter **Emily Heather** in the **Search** field.
- > (2) Select **Emily Heather** from the resulting **dropdown** list. - - ![Create Task](images/image111.png) -
- -11. You will now use the embedded Visual Builder Studio tool to configure this page. The configuration will allow you to reference your previously defined Guided Journey and Task. Visual Builder is the tool that Oracle uses to develop Fusion Cloud Application screens. Customers can use these same tools to perform configurations or, as we saw in other adventures, create new screens using the same look and feel as the delivered applications. - - - > (1) Click the **User Photo/User ID icon** on the top right corner of the screen.
- > (2) Select **Edit Page in Visual Builder Studio** from the resulting dropdown list. - - ![Create Task](images/image112.png) -
- -12. You’re now in Visual Builder – Express Mode. This allows you to easily configure application screens. In this scenario, you’ll be referencing the Guided Journey/Task that you created earlier. - - > (1) Enter **Salary** in the **Page Properties Filter** field on the right. This will narrow the list of Page Properties available.
- > (2) Enter **CA_##** in the **CompensationInfoSalaryGuidedJourneyCode** field and press the **Enter** key. Be careful to enter this into the correct field as there are several similar fields available. If you searched as described in Step 1, it’s likely the 1st field listed below the filter. - - ![Create Task](images/image113.png) -
- -13. You will now see the Get Additional Compensation Info link available on the screen. If you recall, this was the name of the Task we defined earlier and is your link to the User Defined Configuration call to the LLM. - - > Click the **Preview** ![Preview](images/icon016_preview.png) icon in the top right of the screen. - - ![Create Task](images/image114.png) -
- -14. The Preview should open in a new browser tab. You can now see our screen in Preview Mode. It shows the standard screen layout, but also includes your Guided Journey configuration. Please note that these configurations are automatically maintained during the Oracle Release Update process. These are not Customizations. - - > (1) Click the **Get Additional Compensation Info** link. - - ![Create Task](images/image115.png) -
- -15. The Guided Journey Task has called your User Defined Content integration. As discussed in the introduction to this adventure, it calls Oracle Integration to gather additional prompt information, such as Position and New York, prior to our Generative AI call to the external LLM. The results are then formatted and displayed as shown. - - > (1) When finished reviewing the result, you can close your browser tabs and exit the Oracle Cloud Application UI. - - ![Create Task](images/image116.png) - -16. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! - - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - -## Summary - -This Extension adventure introduced you to a few of the capabilities that customers can leverage to extend Oracle Fusion Cloud applications. These features allow you to fine tune your Oracle Fusion Cloud Applications for peak performance, business processes tailored to you requirements, and fast, efficient usage. - - You learned how to setup and defined a Guided Journey, which provies your users with the real-time, inline guidance and information required to complete their tasks. - -You also learned how to leverage 3rd party Generative AI capabilities by leveraging external LLMs directly from the Guided Journey feature of Oracle Fusion Cloud Applications. - -So, check your with you team, double-check your racing harness and get ready for our next Adventure. - - -## Learn More - - -* [Oracle Documentation](http://docs.oracle.com) -* [Overview of Guided Journeys](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/overview-of-guided-journeys.html) -* [Configure User Defined Content Task Type for a Journey](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/configure-user-defined-content-task-type-for-a-journey.html) - -## Acknowledgements -* **Author** - Charlie Moff, Distinguished Cloud Technologist, Advanced Technology Services; Stephen Chung, Principal Cloud Technologist, Advanced Technology Services -* **Contributors** - Sajid Saleem, Master Principal SaaS Cloud Technologist, Advanced Technology Services -* **Last Updated By/Date** - Charlie Moff, September 2024 \ No newline at end of file diff --git a/apps-cloud-adventure-cio/04-extend-hcm-llm/image.png b/apps-cloud-adventure-cio/04-extend-hcm-llm/image.png deleted file mode 100644 index ecf1c5a9b..000000000 Binary files a/apps-cloud-adventure-cio/04-extend-hcm-llm/image.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/04-extend-hcm-llm/images/cautionaboutusernumbers1.png b/apps-cloud-adventure-cio/04-extend-hcm-llm/images/cautionaboutusernumbers1.png deleted file mode 100644 index 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b/apps-cloud-adventure-cio/04-extend-hcm-llm/images/yield.png deleted file mode 100644 index 9af5083ce..000000000 Binary files a/apps-cloud-adventure-cio/04-extend-hcm-llm/images/yield.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/04-extend-more/extend-more.md b/apps-cloud-adventure-cio/04-extend-more/extend-more.md index 23a0cc992..138af907d 100644 --- a/apps-cloud-adventure-cio/04-extend-more/extend-more.md +++ b/apps-cloud-adventure-cio/04-extend-more/extend-more.md @@ -4,7 +4,9 @@ In this activity you will learn how easily extend Fusion SaaS application to include external content to guide users to better decisions. -Estimated Time: 15 minutes +Guided Journeys allow you to configure business processes to support user tasks by providing guidance, such as additional information, tutorials, company policies, best practices and more. The User Defined Content feature of a Guided Journey Task allows users to define guided journey tasks and connect to a user defined REST API. The user defined REST API can retrieve data from external sources based on the context information passed from the calling user interface. + +As a Pit Crew member and the Oracle SaaS Business Process and Configuration expert for your organization, you’re up to the task. ### Objectives @@ -13,161 +15,315 @@ In this lab, you will: * Create a Guided Journey that leverages an external LLM -![Journey Process Flow](images/llm%20objs01.png) +Estimated Time: 15 minutes -[![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - - +As you follow along, do not forget to think about the Adventure Check Point questions you'll answer at the end of this adventure! -## Task 1: Guided Journeys with User Defined Content +## HCM: Guided Journey for Compensation Info -Guided Journeys allow you to configure business processes to support user tasks by providing guidance, such as additional information, tutorials, company policies, best practices and more. The User Defined Content feature of a Guided Journey Task allows users to define guided journey tasks and connect to a user defined REST API. The user defined REST API can retrieve data from external sources based on the context information passed from the calling user interface. +**Objectives**
+In this activity you will use HCM Guided Journey Task with User Defined Content and Visual Builder Studio to:
-As a Pit Crew member and the Oracle SaaS Business Process and Configuration expert for your organization, you’re up to the task. +   • Configure HCM Checklist Template with a Guided Journey Task with User Defined Content
+   • Link the Guided Journey Task with User Defined Content with a pre-configured Generative AI endpoint
+   • Configure HCM Compensation Info Page to include the configured Checklist Template
+   • Preview your changes
-**Objectives**
-In this activity you will use HCM Guided Journey Task with User Defined Content and Visual Builder Studio to
-  • Configure HCM Checklist Template with a Guided Journey Task with User Defined Content
-  • Link the Guided Journey Task with User Defined Content with a pre-configured Generative AI endpoint
-  • Configure HCM Compensation Info Page to include the configured Checklist Template
-  • Preview your changes
+![Journey Process Flow](images/hcmllmobjs.jpg) -As you follow along, do not forget to answer the Adventure Check Point questions! -1. The first step to creating our Guided Gourney is to setup a Checklist Template, which defines the tasks related to our Guided Journey. +1. You'll start by going to the Guided Journey screen. - > (1) Enter **Checklist Templates** in the search field at the top of the home page.
- > (2) Select **Checklist Templates** from the resulting dropdown search results. + > (1) Enter **Guided Journey** in the search field at the top of the home page.
+ > (2) Select **Guided Journey** from the resulting dropdown search results. - ![Checklist Template](images/image101.png) + ![Guided Journey Navigate](images/hcmimage001.jpg)
-2. The first step is to configure a Checklist Template to include the Guided Journey Task. We’ve already setup Checklist Templates for each Cloud Adventure User, so you'll start by searching for your specific template. +2. The first step is to configure a Task for the Guided Journey. We’ve already setup Guided Journeys for each Cloud Adventure User, so you'll start by searching for your specific template. > (1) Enter **CA_##** in the **search** field, **where ## is your assigned user number**.
- ![View Caution](images/cautionaboutusernumbers1.png) + ![View Caution](images/cautionaboutusernumbers.png) - > (2) Click the **Magnifying Glass** ![Magnifying Glass Icon](images/icon011_search.png) icon or press the **Enter** key to execute the search. + > (2) Click the **Magnifying Glass** ![Magnifying Glass Icon](images/icon10_searchdark.png) icon or press the **Enter** key to execute the search. - ![View Checklist](images/image102.png) + ![Search Guided Journey](images/hcmimage002.jpg)
3. - > Click your **Checklist Template name** (e.g. **CA_##**) to open the checklist. + > Click your **Guided Journey name** (e.g. **CA_##**) to open the journey. - ![Open Checklist Template](images/image103.png) + ![Open Guided Journey](images/hcmimage003.jpg)
-4. You can see the general information for your Checklist. You’re now ready to add a Task. +4. You can see the general information for your Guided Journey, including Name, Code and Description. We'll use the Code later in this adventure. You’re now ready to add a Task. - > **Click** on the **Tasks** tab. - - ![View Checklist](images/image104.png) -
- -5. You don’t have any tasks yet, so you can create one. The task is where you will define the connection to the external LLM. - - > (1) Click the ![Plus Icon](images/icon012_Plus.png) icon.
+ > **Click** on the **+ Add** button under the **Tasks** header. - > (2) Click **Create Task** from the resulting popup. - - ![Create Task](images/image105.png) + ![View Guided Journey](images/hcmimage004.jpg)
-6. You can now define your new task and leverage the task type User Defined Content. This will allow you to reference the REST Integration that was discussed at the beginning of the adventure. It will link to a pre-configured Generative AI LLM endpoint. +5. You can now define your new task and leverage the task type User Defined Content. This will allow you to reference the REST Integration that was discussed at the beginning of the adventure. It will link to a pre-configured Generative AI LLM endpoint. > Complete the following fields as shown:
>  • Name(1): Type **Get Additional Compensation Info**
>  • Task Type(2): Select **User Defined Content** from the dropdown
>  • Configuration(3): Select **HCM_GJ_GenAI_OCILlama3_Endpoint** from the dropdown
- > (4) Click the **Save and Close** button. + >  • (4) Click the **Save** button. - ![Enter Task Info](images/image106.png) + ![Enter Task Info](images/hcmimage005.jpg)
-7. You have successfully configured a new Guided Journey Task with User Defined Content. Now you are ready to include this new change to the Compensation Info UI. - - > Click on **Save and Close** button again to finalize our Task setup. - - ![Enter Task Info](images/image107.png) -
+6. The next step is the configuration the Compensation Info UI to leverage your Guided Journey. To do that, you can head back to the home page. -8. The next step is the configuration the Compensation Info UI to leverage your Guided Journey. To do that, you can head back to the home page. + > Click on the **Home** ![Home Icon](images/icon13_home.png) icon on the top icon bar. - > Click on the **Home** ![Home Icon](images/icon013_home.png) icon on the top icon bar. - ![Enter Task Info](images/image108.png) + ![Go Home](images/hcmimage006.jpg)
-9. You can configure the Compensation Info page directly from within the application. +7. You can configure the Compensation Info page directly from within the application. > (1) Enter **Compensation Info** into the **search** field at the top of the page.
> (2) Select **Compensation Info** from the resulting **dropdown** list. - ![Create Task](images/image109.png) + ![Open Compensation Info](images/hcmimage007.jpg)
-10. There are no matching workers, so you can unselect Direct reports to broaden our search. +8. There are no matching workers, so you can unselect Direct reports to broaden our search. - > Click the ![X Icon](images/icon014_X.png) next to Direct Reports under the search field. + > Click the ![X Icon](images/icon14_X.png) next to Direct Reports under the search field. - ![Enter Task Info](images/image110.png) + ![Remove Direct Reports Filter](images/hcmimage008.jpg)
-11. You can search for a worker and make the configuration directly from their Compensation Info page. Note that even though you’re searching for a specific user, this will be a system-wide configuration. +9. You can search for a worker and make the configuration directly from their Compensation Info page. Note that even though you’re searching for a specific user, this will be a system-wide configuration. > (1) Enter **Emily Heather** in the **Search** field.
> (2) Select **Emily Heather** from the resulting **dropdown** list. - ![Create Task](images/image111.png) + ![Search for a person](images/hcmimage009.jpg)
-12. You will now use the embedded Visual Builder Studio tool to configure this page. The configuration will allow you to reference your previously defined Guided Journey and Task. Visual Builder is the tool that Oracle uses to develop Fusion Cloud Application screens. Customers can use these same tools to perform configurations or, as we saw in other adventures, create new screens using the same look and feel as the delivered applications. +10. You will now use the embedded Visual Builder Studio tool to configure this page. The configuration will allow you to reference your previously defined Guided Journey and Task. Visual Builder is the tool that Oracle uses to develop Fusion Cloud Application screens. Customers can use these same tools to perform configurations or, as we saw in other adventures, create new screens using the same look and feel as the delivered applications. > (1) Click the **User Photo/User ID icon** on the top right corner of the screen.
> (2) Select **Edit Page in Visual Builder Studio** from the resulting dropdown list. - ![Create Task](images/image112.png) + ![Open Visual Builder](images/hcmimage010.jpg)
-13. You’re now in Visual Builder – Express Mode. This allows you to easily configure application screens. In this scenario, you’ll be referencing the Guided Journey/Task that you created earlier. +11. You’re now in Visual Builder – Express Mode. This allows you to easily configure application screens. In this scenario, you’ll be referencing the Guided Journey/Task that you created earlier. > (1) Enter **Salary** in the **Page Properties Filter** field on the right. This will narrow the list of Page Properties available.
> (2) Enter **CA_##** in the **CompensationInfoSalaryGuidedJourneyCode** field and press the **Enter** key. Be careful to enter this into the correct field as there are several similar fields available. If you searched as described in Step 1, it’s likely the 1st field listed below the filter. - ![Create Task](images/image113.png) + ![Search properties](images/hcmimage011.jpg)
-14. You will now see the Get Additional Compensation Info link available on the screen. If you recall, this was the name of the Task we defined earlier and is your link to the User Defined Configuration call to the LLM. +12. You will now see the Get Additional Compensation Info link available on the screen. If you recall, this was the name of the Task we defined earlier and is your link to the User Defined Configuration call to the LLM. - > Click the **Preview** ![Preview](images/icon016_preview.png) icon in the top right of the screen. + > (1) Confirm (don't click, just confirm) that the **Get Additional Compensation Info** link now appears on the bottom left of the screen. + > (2) Click the **Preview** ![Preview](images/icon16_preview.png) icon in the top right of the screen. - ![Create Task](images/image114.png) + ![Preview](images/hcmimage012.jpg)
-15. The Preview should open in a new browser tab. You can now see our screen in Preview Mode. It shows the standard screen layout, but also includes your Guided Journey configuration. Please note that these configurations are automatically maintained during the Oracle Release Update process. These are not Customizations. +13. The Preview should open in a new browser tab. You can now see our screen in Preview Mode. It shows the standard screen layout, but also includes your Guided Journey configuration. Please note that these configurations are automatically maintained during the Oracle Release Update process. These are not Customizations. > (1) Click the **Get Additional Compensation Info** link. - ![Create Task](images/image115.png) + ![Get Additional Compensation Info](images/hcmimage013.jpg)
-16. The Guided Journey Task has called your User Defined Content integration. As discussed in the introduction to this adventure, it calls Oracle Integration to gather additional prompt information, such as Position and New York, prior to our Generative AI call to the external LLM. The results are then formatted and displayed as shown. +14. The Guided Journey Task has called your User Defined Content integration. As discussed in the introduction to this adventure, it calls Oracle Integration to gather additional prompt information, such as Position and New York, prior to our Generative AI call to the external LLM. The results are then formatted and displayed as shown. > (1) When finished reviewing the result, you can close your browser tabs and exit the Oracle Cloud Application UI. - ![Create Task](images/image116.png) + ![Finish](images/hcmimage014.jpg) +
-17. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! +15. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) +## ERP & SCM: Guided Journey for PO Requisition Item Reviews + + +**Objectives**
+In this activity you will use a Guided Journey Task with User Defined Content and Visual Builder Studio. You will: + +   • Link the Guided Journey Task with User Defined Content with a pre-configured Generative AI endpoint
+   • Configure Self Service Procurement Shopping Cart to include the configured Checklist Template
+   • Preview your changes to see how you can now access real-time reviews from your cart. + +![Journey Process Flow](images/pollmobj.jpg) + + +1. You'll start by going to the Guided Journey screen. + + > (1) Enter **Guided Journey** in the search field at the top of the home page.
+ > (2) Select **Guided Journey** from the resulting dropdown search results. + + ![Guided Journey Navigate](images/poimage001.jpg) +
+ +2. The first step is to configure a Task for the Guided Journey. We’ve already setup Guided Journeys for each Cloud Adventure User, so you'll start by searching for your specific template. + + > (1) Enter **CA_##** in the **search** field, **where ## is your assigned user number**.
+ ![View Caution](images/cautionaboutusernumbers.png) + + > (2) Click the **Magnifying Glass** ![Magnifying Glass Icon](images/icon10_searchdark.png) icon or press the **Enter** key to execute the search. + + ![Search Guided Journey](images/poimage002.jpg) +
+ +3. + + > Click your **Guided Journey name** (e.g. **CA_##**) to open it. + + ![Open Guided Journey](images/poimage003.jpg) +
+ +4. You can see the general information for your Guided Journey, including Name, Code and Description. We'll use the Code later in this adventure. You’re now ready to add a Task. + + > **Click** on the **+ Add** button under the **Tasks** header. + + ![View Guided Journey](images/poimage004.jpg) +
+ +5. You can now define your new task, which will leverage the Task Type of User Defined Content. This will allow you to reference the REST Integration that was discussed at the beginning of the adventure. It will link to a pre-configured Generative AI LLM endpoint. + + > Complete the following fields as shown:
+ >  • Task Name(1): Type **Product Items Review**
+ >  • Task Type(2): Select **User Defined Content** from the dropdown
+ >  • Configuration(3): Select **SCM_OCILlama3_Endpoint** from the dropdown
+ >  • (4) Click the **Save** button. + + ![Enter Task Info](images/poimage005.jpg) +
+ +6. You have successfully configured a new Guided Journey Task with User Defined Content. Now you are ready to include this new change in Self-Service Procurement. The next step is to create a Requisition using Self-Service Procurement. To start this you can head back to the home page. + + > Click on the **Home** ![Home Icon](images/icon13_home.png) icon on the top icon bar. + ![Go Home](images/poimage006.jpg) + +
+ + +7. To start creating a Purchase Requisition: + + > (1) Click the **Procurement** tab.
+ > (2) And then click the **Purchase Requisitions (New)** tile. + + ![Navigate to Procurement Self-Service Requisitions](images/poimage007.jpg) +
+ +8. You're going to purchase a couple of pieces of equipment for your office space. You need a headset for phone calls and a new printer. So, let's see what's available. + + > Click the **Office Technology** tile on the bottom right. + + ![Look for stuff to buy](images/poimage008.jpg) +
+ +9. You can see a variety of headsets available. Let's pick one. + + > Click the **Add to Cart** button for the **Logitech Zone Wireless Bluetooth Headset** tile.
+ + ![Add to cart](images/poimage009.jpg) +
+ +10. You've now added that item to the cart. You will receive a confirmation pop-up. You have the option of waiting a few seconds for the confirmation pop-up to disappear or you can click the **X** icon on the **Confirmation** pop-up to close it. + + > Either wait for the pop-up to disappear or click the **X** icon on the **Confirmation** pop-up to close it. + + ![Confirm](images/poimage010.jpg) +
+ +11. You want to add one more thing to this requisition. This time you'll use the search feature. + + > Enter **LasetJet** in the **Search for items or services** field and hit Enter. + + ![Search for stuff to buy](images/poimage011.jpg) +
+ +12. There are a lot of options, but you decide to go with the one of the LaserJet Pro printers. + + > Click the **Add to Cart** button for the **LaserJet Pro 400 M401n Laser Printer** tile.
+ + ![Add to cart](images/poimage012.jpg) +
+ +13. You've now added that item to the cart. You will receive a confirmation pop-up. You have the option of waiting a few seconds for the confirmation pop-up to disappear or you can click the **X** icon on the **Confirmation** pop-up to close it. + + > Either wait for the pop-up to disappear or click the **X** icon on the **Confirmation** pop-up to close it. + + ![Confirm](images/poimage013.jpg) +
+ +14. You're now ready to view your cart. + + > Click the **Cart** icon on the bottom of the screen. + + ![View Cart](images/poimage014.jpg) +
+ +15. You will now use the embedded Visual Builder Studio tool to configure this page. The configuration will allow you to reference your previously defined Guided Journey and Task. Visual Builder is the tool that Oracle uses to develop Fusion Cloud Application screens. Customers can use these same tools to perform configurations or, as we saw in other adventures, create new screens using the same look and feel as the delivered applications. + + + > (1) Click the **User Photo/User ID icon** on the top right corner of the screen.
+ > (2) Select **Edit Page in Visual Builder Studio** from the resulting dropdown list. + + ![Open Visual Builder](images/poimage015.jpg) +
+ + +16. You’re now in Visual Builder – Express mode. This allows you to easily configure application screens. In this scenario, you’ll be referencing the Guided Journey/Task that you created earlier. + + > (1) Enter **Journey** in the **Page Properties Filter** field on the right. This will narrow the list of Page Properties available.
+ > (2) Enter **CA_##** in the **Shopping Cart Guided Journey Code** field and press the **Enter** key. Be careful to enter this into the correct field as there are several similar fields available. If you searched as described in Step 1, it’s likely the 1st field listed below the filter. + + ![Link Guided Journey](images/poimage016.jpg) +
+ +17. You will now see the Product Items Review graphic on the screen. This was defined in the Category Template at the beginning of this adventure. You will now test this by running the screen in Preview mode. + + > Click the **Preview** ![Preview](images/icon16_preview.png) icon in the top right of the screen. + + ![Go to Preview](images/poimage017.jpg) +
+ +18. You are now back in Self-Service Procurement and you can see that your 2 items are in the cart. So, you will now open your cart. + + > Click the **Cart** icon on the bottom of the screen. + + ![View Cart](images/poimage018.jpg) +
+ +19. The **Product Items Review** image is prominently displayed. Clicking it will call an external Gen AI Service to gather review information about the items in your cart. + + > Click the **Product Items Review** image. + + ![See Product Reviews](images/poimage019.jpg) +
+ +20. The Guided Journey Task has called your User Defined Content integration. As discussed in the introduction to this adventure, it calls Oracle Integration to gather additional prompt information, such as Position and New York, prior to our Generative AI call to the external LLM. The results are then formatted and displayed as shown. + + > (1) When finished reviewing the result, you can close your browser tabs and exit the Oracle Cloud Application UI. + + ![Finish](images/poimage020.jpg) + +21. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! + + [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + ## Summary This Extension adventure introduced you to a few of the capabilities that customers can leverage to extend Oracle Fusion Cloud applications. These features allow you to fine tune your Oracle Fusion Cloud Applications for peak performance, business processes tailored to you requirements, and fast, efficient usage. - You learned how to setup and defined a Guided Journey, which provies your users with the real-time, inline guidance and information required to complete their tasks. + You learned how to setup and defined a Guided Journey, which provides your users with the real-time, inline guidance and information required to complete their tasks. You also learned how to leverage 3rd party Generative AI capabilities by leveraging external LLMs directly from the Guided Journey feature of Oracle Fusion Cloud Applications. @@ -178,10 +334,10 @@ So, check your with you team, double-check your racing harness and get ready for * [Oracle Documentation](http://docs.oracle.com) -* [Overview of Guided Journeys](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/overview-of-guided-journeys.html) -* [Configure User Defined Content Task Type for a Journey](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/configure-user-defined-content-task-type-for-a-journey.html) +* [Overview of Guided Journeys](https://docs.oracle.com/en/cloud/saas/human-resources/24d/faijh/overview-of-guided-journeys.html) +* [Configure User Defined Content Task Type for a Journey](https://docs.oracle.com/en/cloud/saas/human-resources/24d/faijh/configure-user-defined-content-task-type-for-a-journey.html) ## Acknowledgements -* **Author** - Charlie Moff, Distinguished Sales Consultant, Advanced Technology Services; Stephen Chung, Principal SaaS Cloud Technologist, Advanced Technology Services +* **Author** - Charlie Moff, Distinguished Cloud Technologist, Advanced Technology Services; Stephen Chung, Principal Cloud Technologist, Advanced Technology Services * **Contributors** - Sajid Saleem, Master Principal SaaS Cloud Technologist, Advanced Technology Services * **Last Updated By/Date** - Charlie Moff, September 2024 \ No newline at end of file diff --git a/apps-cloud-adventure-cio/04-extend-more/image.png b/apps-cloud-adventure-cio/04-extend-more/image.png deleted file mode 100644 index ecf1c5a9b..000000000 Binary files a/apps-cloud-adventure-cio/04-extend-more/image.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/04-extend-scm-llm/images/cautionaboutusernumbers.png b/apps-cloud-adventure-cio/04-extend-more/images/cautionaboutusernumbers.png similarity index 100% rename from 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will learn how easily extend Fusion SaaS application to include external content to guide users to better decisions. - -Estimated Time: 15 minutes - - -### Objectives - -In this lab, you will: - -* Create a Guided Journey that leverages an external LLM - -![Journey Process Flow](images/llm%20objs.png) - -[![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - - - -## Task 1: Guided Journeys with User Defined Content - -Guided Journeys allow you to configure business processes to support user tasks by providing guidance, such as additional information, tutorials, company policies, best practices and more. The User Defined Content feature of a Guided Journey Task allows users to define guided journey tasks and connect to a user defined REST API. The user defined REST API can retrieve data from external sources based on the context information passed from the calling user interface. - -As a Pit Crew member and the Oracle SaaS Business Process and Configuration expert for your organization, you’re up to the task. - -**Objectives**
-In this activity you will use a Guided Journey Task with USer Defined Content and and Visual Builder Studio. You will: - -   • Link the Guided Journey Task with User Defined Content with a pre-configured Generative AI endpoint
-   • Configure Self Service Procurement Shopping Cart to include the configured Checklist Template
-   • Preview your changes to see how you can now access real-time reviews from your cart. - -As you follow along, do not forget to answer the Adventure Check Point questions! - -1. The first step to creating our Guided Journey is to setup a Checklist Template, which defines the tasks related to our Guided Journey. - - > (1) Enter **Checklist Templates** in the search field at the top of the home page.
- > (2) Select **Checklist Templates** from the resulting dropdown search results. - - ![Checklist Template](images/image101.png) -
- -2. The first step is to configure a Checklist Template to include the Guided Journey Task. We’ve already setup Checklist Templates for each Cloud Adventure User, so you'll start by searching for your specific template. - - > (1) Enter **CA_##** in the **search** field, **where ## is your assigned user number**.
- ![View Caution](images/cautionaboutusernumbers.png) - - > (2) Click the **Magnifying Glass** ![Magnifying Glass Icon](images/Icon01_search.png) icon or press the **Enter** key to execute the search. - - ![View Checklist](images/image102.png) -
- - > Click your **Checklist Template name** (e.g. **CA_##**) to open the checklist. - - ![Open Checklist Template](images/image103.png) -
- -3. You can see the general information for your Checklist. You’re now ready to add a Task. - - > **Click** on the **Tasks** tab. - - ![View Checklist](images/image104.png) -
- -4. You don’t have any tasks yet, so you can create one. The task is where you will define the connection to the external LLM. - - > (1) Click the ![Plus Icon](images/Icon02_Plus.png) icon.
- - > (2) Click **Create Task** from the resulting popup. - - ![Create Task](images/image105.png) -
- -5. You can now define your new task and leverage the task type User Defined Content. This will allow you to reference the REST Integration that was discussed at the beginning of the adventure. It will link to a pre-configured Generative AI LLM endpoint. - - > Complete the following fields as shown:
- >  • Name(1): Type **Product Items Review**
- >  • Task Type(2): Select **User Defined Content** from the dropdown
- >  • Configuration(3): Select **SCM_GJ_GenAI_OCILlama3_Endpoint** from the dropdown
- >  • (4) Click the **Save and Close** button. - - ![Enter Task Info](images/image106.png) -
- -6. You have successfully configured a new Guided Journey Task with User Defined Content. Now you are ready to include this new change in Self-Service Procurement. - - > Click on **Save and Close** button again to finalize our Task setup. - - ![Enter Task Info](images/image107.png) -
- -7. The next step is to create a Requisition using Self-Service Procurement. To start this you can head back to the home page. - - > Click on the **Home** ![Home Icon](images/Icon03_home.png) icon on the top icon bar. - ![Enter Task Info](images/image108.png) -
- -8. To start creating a Purchase Requisition: - - > (1) Enter **Purchase Requisitions** into the **search** field at the top of the page.
- > (2) Select **Purchase Requisitions** from the resulting **dropdown** list. - - ![Create Task](images/image109.png) -
- -9. You're going to purchase a couple of pieces of equipment for our office space. You need a headset for phonecalls and a new printer. So, let's see what's available. - - > Click the **OFfice Technology** tile on the bottom right. - - ![Enter Task Info](images/image110.png) -
- -10. You can see a variety of headsets available. Let's pick one. - - > Click the **Add to Cart** button for the **Logitech Zone Wireless Bluetooth Headset** tile.
- - ![Create Task](images/image111.png) -
- -11. You've now added that item to the cart. You will receive a confirmation pop-up. You have the option of waiting a few seconds for the confirmation pop-up to disappear or you can click the **X** icon on the **Confirmation** pop-up to close it. - - > Either wait for the pop-up to disappear or click the **X** icon on the **Confirmation** pop-up to close it. - - ![Create Task](images/image112.png) -
- -12. You want to add one more thing to this requisition. This time you'll use the search feature. - - > Enter **LasetJet** in the **Search for items or services** field - - ![Create Task](images/image113.png) -
- -13. You want to add one more thing to this requisition. This time you'll use the search feature. - - > Click the **Add to Cart** button for the **LaserJet Pro 400 M401n Laser Printer** tile.
- - ![Create Task](images/image114.png) -
- -14. You've now added that item to the cart. You will receive a confirmation pop-up. You have the option of waiting a few seconds for the confirmation pop-up to disappear or you can click the **X** icon on the **Confirmation** pop-up to close it. - - > Either wait for the pop-up to disappear or click the **X** icon on the **Confirmation** pop-up to close it. - - ![Create Task](images/image115.png) -
- -15. You're now ready to view your cart. - - > Click the **Cart** icon on the bottom of the screen. - - ![Create Task](images/image116.png) -
- -16. You will now use the embedded Visual Builder Studio tool to configure this page. The configuration will allow you to reference your previously defined Guided Journey and Task. Visual Builder is the tool that Oracle uses to develop Fusion Cloud Application screens. Customers can use these same tools to perform configurations or, as we saw in other adventures, create new screens using the same look and feel as the delivered applications. - - - > (1) Click the **User Photo/User ID icon** on the top right corner of the screen.
- > (2) Select **Edit Page in Visual Builder Studio** from the resulting dropdown list. - - ![Create Task](images/image117.png) -
- - -17. You’re now in Visual Builder – Express Mode. This allows you to easily configure application screens. In this scenario, you’ll be referencing the Guided Journey/Task that you created earlier. - - > (1) Enter **Journey** in the **Page Properties Filter** field on the right. This will narrow the list of Page Properties available.
- > (2) Enter **CA_##** in the **Shopping Cart Guided Journey Code** field and press the **Enter** key. Be careful to enter this into the correct field as there are several similar fields available. If you searched as described in Step 1, it’s likely the 1st field listed below the filter. - - ![Create Task](images/image119.png) -
- -18. You will now see the Product Items Review graphic on the screen. This was defined in the Category Template at the beginning of this adventure. You will now test this by running the screen in Preview mode. - - > Click the **Preview** ![Preview](images/Icon06_preview.png) icon in the top right of the screen. - - ![Create Task](images/image120.png) - -19. You are now back in Self-Service Procurement and you can see that your 2 items are in the cart. So, you will now open your cart. - - > Click the **Cart** icon on the bottom of the screen. - - ![Create Task](images/image121.png) -
- -20. The **Product Items Review** image is prominently displayed. Clicking it will call an external Gen AI Service to gather review information about the items in your cart. - - > Click the **Product Items Review** image. - - ![Create Task](images/image122.png) -
- -21. The Guided Journey Task has called your User Defined Content integration. As discussed in the introduction to this adventure, it calls Oracle Integration to gather additional prompt information, such as Position and New York, prior to our Generative AI call to the external LLM. The results are then formatted and displayed as shown. - - > (1) When finished reviewing the result, you can close your browser tabs and exit the Oracle Cloud Application UI. - - ![Create Task](images/image123.png) - -22. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! - - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - -## Summary - -This Extension adventure introduced you to a few of the capabilities that customers can leverage to extend Oracle Fusion Cloud applications. These features allow you to fine tune your Oracle Fusion Cloud Applications for peak performance, business processes tailored to you requirements, and fast, efficient usage. - - You learned how to setup and defined a Guided Journey, which provies your users with the real-time, inline guidance and information required to complete their tasks. - -You also learned how to leverage 3rd party Generative AI capabilities by leveraging external LLMs directly from the Guided Journey feature of Oracle Fusion Cloud Applications. - -So, check your with you team, double-check your racing harness and get ready for our next Adventure. - - -## Learn More - - -* [Oracle Documentation](http://docs.oracle.com) -* [Overview of Guided Journeys](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/overview-of-guided-journeys.html) -* [Configure User Defined Content Task Type for a Journey](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/configure-user-defined-content-task-type-for-a-journey.html) - -## Acknowledgements -* **Author** - Charlie Moff, Distinguished Cloud Technologist, Advanced Technology Services; Stephen Chung, Principal Cloud Technologist, Advanced Technology Services -* **Contributors** - Sajid Saleem, Master Principal SaaS Cloud Technologist, Advanced Technology Services -* **Last Updated By/Date** - Charlie Moff, September 2024 \ No newline at end of file diff --git a/apps-cloud-adventure-cio/04-extend-scm-llm/image.png b/apps-cloud-adventure-cio/04-extend-scm-llm/image.png deleted file mode 100644 index ecf1c5a9b..000000000 Binary files a/apps-cloud-adventure-cio/04-extend-scm-llm/image.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/04-extend-scm-llm/images/Icon01_search.png b/apps-cloud-adventure-cio/04-extend-scm-llm/images/Icon01_search.png deleted file mode 100644 index 6e8dcf49a..000000000 Binary files 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This adventure is designed to offer a holistic understanding of how these integration tools can facilitate your Oracle Fusion Cloud integration requirements and access to business object data via REST APIs. - -In the office of the Chief Information Officer (CIO), supply chain management is a complex web of interconnected processes. Our goal is to navigate this complexity and equip you with the skills to audit supplier address changes effectively. You'll learn how to leverage the power of Fusion Cloud's REST APIs, a game-changing solution that will revolutionize your operations. - -We've designed this journey to be interactive and engaging. Make sure to answer the Adventure Check Point questions along the way, ensuring you capture the full potential of this experience. These check points are your path to becoming a master auditor, so pay close attention! - -With your adventure hat on and a curious mind, prepare for an exhilarating exploration of Fusion Cloud's REST API integration features. Let's embark on this thrilling journey together! - -As you follow along, do not forget to ask questions if you get stuck and answer the Adventure Check Point questions! - - -Estimated Time: 15 minutes - - -### **Objectives** - -In this activity you will learn the power and ease of integrating Fusion SaaS application with upstream and downstream systems - -![Integration OBJs](images/Integration_OBJs.png) - - -## **Task 1: Use REST API to pull Fusion SaaS Application audit data for use in any external system** - - -1. We’re going to login to Fusion Cloud ERP - - > Navigate to your Oracle Fusion Cloud Demo Environment Instance and sign in with the Username and Password provided - - ![Application login page](images/image001.png) - - ![Stop](images/stop.png) - - **Notice the Hybrid Login capabilities.** - - **Today, we will be logging in with username and password, but most customers elect to use SSO. You can also have hybrid setup.** - - - -2. Let’s navigate to the Suppliers work area to modify a supplier’s address information - - > Click the **Procurement** tab - - ![Application Homepage](images/image002.png) - - > Click the **Show More** button - - ![Procurement View](images/image003.png) - - > Click the **Manage Suppliers** button - - ![Show More View](images/image004.png) - - -3. Next, we’re going to search for the Supplier you’ve been assigned, e.g. “01…” - - > Click in the **Keywords** search bar - - ![Manage Suppliers View](images/image005.png) - - > (1) **Search** for a supplier using the user id number (e.g. 01, 02).
- - > (2) Click the **Search** button - - ![Keywords search bar](images/image006.png) - - > Click the **Edit** ![Edit Icon](images/icon01_edit.png) button in the ‘Search Results’ area - - ![Search Results](images/image007.png) - - -4. We’re going to navigate to the Supplier’s addresses tab. - - > Click the **Addresses** tab - - ![Suppliers View](images/image008.png) - - > Click the **Edit** ![Edit Icon](images/icon01_edit.png) icon to edit the Supplier’s address - - ![Edit Suppliers View](images/image009.png) - - -5. **Note:** We’ll only edit the Supplier’s second line of address information, i.e. ‘Address Line 2’ text entry field. - - We’re going to add a Suite (e.g. 123) to the Supplier’s address information that was missing before. - - > Click in the **Address Line 2** text entry field - - ![Edit Suppliers View](images/image010.png) - - > Type new address information into **Address Line 2**, e.g. ‘Suite 123’ - - ![Edit Suppliers View](images/image011.png) - - > Click **Save and Close** - - ![Edit Suppliers View](images/image012.png) - - > Click **Submit** - - ![Edit Suppliers View](images/image013.png) - -6. **Note:** We’ve modified our demo environment’s approval workflow for internal supplier profile changes to be automatically approved for demonstration purposes, however this can be configured based on each customer’s business requirements - - > Click **OK** on the resulting confirmation box. - - ![Suppliers View](images/image014.png) - - > Click **Done** - - ![Suppliers View](images/image015.png) - - - -7. Let’s navigate back to the Oracle Fusion Cloud home screen. - - > Click the **Home** ![Home Icon](images/icon02_home.png) button - - ![Suppliers View](images/image016.png) - - - -8. Now, we’re going to discover how we can audit several pieces of information that’s relevant to our cloud adventure today: user access (sign in / sign out) as well as supplier address information changes via REST API integrations. - - > At the home screen, Navigate to **Integration** tab - - ![Home](images/image017.png) - - > Click on **Audit Report REST Endpoints** - - ![Integrations View](images/image018.png) - - ![Stop](images/stop.png) - - **This is an example of a configuration. This tile links out to an external website.** - - **Take note of the detailed documentation. API endpoints, parameters, code examples, use cases, Oracle’s documentation is public and designed to be very useful.** - - -9. Let’s review the REST API endpoints that we can use to review Auditable data that can be extracted from Fusion Cloud. - - ![Audit Report REST Endpoints](images/image019.png) - - > Click on **Get an audit report** under **Audit Report** - - ![Audit Report REST Endpoints](images/image020.png) - - > **Click** the drop-down menu icon **‘Jump to’** and select the **‘Examples’** menu option - - ![Get an audit report](images/image021.png) - - > Scroll down the page, review the first **Example Request Payload** and **Example of Response Body** - - ![API Examples](images/image022.png) - - - -10. Let’s now return to Oracle Fusion Cloud so we can audit the supplier address change we made previously using the Audit REST APIs we’ve just learned about. - - > Navigate back to the Fusion Cloud ERP browser tab. - - ![Application Home](images/image023.png) - - > In the Integration tab: Click on the **API Integration** tile - - ![Integration Tab](images/image024.png) - - ![Stop](images/stop.png) - - **This is another example of a configuration. This tile links out to an external application we’ve designed using Oracle APEX.** - - **This API integration Application is designed to simulate any 3rd party application you might be integrating with.** - - - -11. Now we’re going to use the Audit REST API we just reviewed to extract auditable information from Oracle Fusion Cloud via a custom Oracle APEX application that has been configured to be pre-integrated with our demo environment via Audit REST APIs. - - > Click on **Administration** - - ![API Application Administration](images/image025.png) - - ![Stop](images/stop.png) - - **Notice the embedded link in the Administration screen ‘Cloud Adventure Welcome Site’.** - - **Click this link. Then, Copy the “ERP Instance” text and past in the API Integration Application** - - -12. We’re going to authenticate our integration APEX application with the same ERP instance name and password we used to login into Fusion Cloud - - > Click the embedded link **‘Cloud Adventure Welcome Site’** below ‘Credentials’ - - ![credentials ](images/image026.png) - - > **Scroll down**, and Copy the **‘ERP Instance’** text from the new browser tab **‘Cloud Adventure: Office of the CIO’ Section 4 Integration’** - - ![credentials ](images/image100.png) - - > **Return** to the API Integration Application browser tab
- - > **Type in** or **Paste** the provided **‘ERP Instance’** and **‘ERP Password’** credentials you just copied from the new browser tab **‘Cloud Adventure: Office of the CIO’ Section ‘4 Integration’** - - - ![credentials ](images/image101.png) - - > Click the **Save** button - - ![credentials ](images/image027.png) - - > Click **OK** when the **Connection is successful** message pop-up is displayed - - ![API Integration Application](images/image028.png) - - -13. After authenticating, we’ll navigate to the Sign on Audit area to review which users have been accessing Fusion Cloud, along with other pertinent audit details. - - > Click the **Hamburger, or triple bar** ![Hamburger Icon](images/icon03_hamburger.png) menu button - - ![credentials](images/image029.png) - - > Click the **Sign on Audit** menu button - - ![credentials](images/image030.png) - - > Click the **Get Sign on Audit Events** button - - ![Sign on Audit](images/image031.png) - - > Review the results of the user access audit REST API GET command - - ![Sign on Audit Results](images/image032.png) - - > Scroll down, Click / Expand the **Demo Flow** drop-down tab - - ![Sign on Audit Results](images/image033.png) - - > Review the Demo Flow for the Sign on Audit REST API - - ![Demo Flow](images/image034.png) - - > Click the **API Details** tab - - ![Demo Flow](images/image035.png) - - > Review a sample of the Sign on Audit REST API, including the endpoint, method, and sample response. - - ![Sample Sign on Audit](images/image036.png) - - -14. Now let’s review Supplier address changes recently made in the corresponding Fusion Cloud business object with the ‘Audit History’ - - > Click the **Audit History** menu button - - ![Audit History](images/image037.png) - - > **Click** the **‘Business Object’** ![Business OBJ drop down](images/icon04_downarrow.png) drop-down menu icon. - - ![Audit History](images/image102.png) - - > **Click** the **‘Supplier Address’** down-down menu option - - ![Audit History](images/image103.png) - - > Click the **Get Audit History** button - - ![Audit History](images/image038.png) - - > Review the results of the user access audit REST API GET command - - ![Audit History Results](images/image039.png) - - > Scroll down, Click / Expand the **‘Demo Flow’ drop-down tab** - - ![Audit History Results](images/image040.png) - - > Review the Demo Flow for the Audit History Audit REST API - - ![Demo Flow](images/image041.png) - - > Click the **API Details** tab - - ![API Details](images/image042.png) - - > Review a sample of the Audit History Audit REST API, including the endpoint, method, and sample response. - - ![API Details](images/image043.png) - - ![Stop](images/STOP.png) - - **Take a second to congratulate yourself. You’ve successfully used the included Oracle Fusion Cloud Integration toolset, specifically REST APIs, to get audit data out of Oracle Cloud and into a 3rd party system.** - - **You can leverage vast, out of the box functionality to manage integrations without vendor assistance. Oracle Fusion Cloud Applications integrate and interoperate with other cloud and on-premises applications using built-in File-based Loader, Spreadsheet Loader, SOAP- and REST-based Web Services, and Data Extract features.** - - -15. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! - - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - - -## Summary - -Throughout the Cloud Adventure for the office of the CIO, Integration activity guide, students are immersed in an interactive and engaging -journey into the world of Fusion Cloud's REST API integration features. The primary goal of this instructional adventure was to empower -students with the skills and knowledge necessary to effectively audit both user sign on activity as well as supplier address changes in Fusion -Cloud Supply Chain Management (SCM). Throughout this exploration, they uncovered the potential of Fusion Cloud's integration tools, -enhancing their understanding of supply chain security management integration and auditing processes. - -Within the activity, students embarked on a hands-on exploration, beginning with a login to the Fusion Cloud SCM system. They navigated with -purpose to the Suppliers work area, where they were tasked with modifying a supplier's address information. This interactive modification set -the stage for the upcoming auditing activities. Cloud adventurers then delved into the Integration tab, a powerhouse of auditing capabilities -within the Fusion Cloud platform. Here, they uncovered the 'Audit Report REST Endpoints,' a revelation of the potential to extract valuable -auditable data. With growing curiosity, they scrutinized example request payloads and response bodies, gaining insights into the structure and -content of auditing information. - -The journey of Fusion Cloud integration exploration continued as students applied their newfound knowledge. They returned to the familiar -grounds of the Fusion Cloud and audited the supplier address change they had made earlier. This practical application of REST API integration -theory added a layer of depth to their practical understanding. As the adventure continued, the students ventured into the captivating world of -Oracle APEX application integration, which simulated a 3rd party auditing application for the purposes of this cloud adventure. They skillfully -authenticated their integration APEX application, utilizing the provided cloud adventure environment instance and password. - -With the connection established, adventurers delved deeper, exploring the ‘Sign-on’ Audit area, where they uncovered a treasure trove of user -access details. They reviewed the corresponding REST API, gaining insights into the security and transparency of user access history. The journey -then led them to the 'Audit History' section, a comprehensive record of supplier address changes. Here, they extracted historical data, -witnessing firsthand the power of Fusion Cloud to meticulously track and record business object data modifications. By scrutinizing the demo -flow and API details, students developed a profound understanding of the platform's capabilities and their newfound auditing skills. - -Throughout this immersive adventure, students not only acquired technical proficiency but also cultivated a deep appreciation for the potential -of Fusion Cloud's REST API integration. They learned to navigate the intricate web of supply chain management integration, including how to -audit user sign in activity, supplier address changes, and how to extract critical auditable information. With each step, they transformed from -curious cloud adventurers to seasoned Fusion Cloud auditors, equipped with the knowledge and confidence to continue their Fusion Cloud - -**You have successfully completed the Activity!** - -## Acknowledgements -* **Author** - Jamil Orfali, Senior Sales Consultant, Advanced Technology Services, Kris Holmgren, Senior Sales Consultant, Advanced Technology Services -* **Contributors** - -* **Last Updated By/Date** - Jamil Orfali, September 2024 diff --git a/apps-cloud-adventure-cio/05-analytics/analytics.md b/apps-cloud-adventure-cio/05-analytics/analytics.md deleted file mode 100644 index 5619c93f2..000000000 --- a/apps-cloud-adventure-cio/05-analytics/analytics.md +++ /dev/null @@ -1,177 +0,0 @@ -# Analytics - -## Introduction - -Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud native analytics applications for Oracle Cloud Applications that provides line-of-business users with ready-to-use insights to improve decision-making. - -It is a Cloud application that delivers best-practice Key Performance Indicators (KPIs) and deep analyses to help decision-makers run their businesses and individual contributors to operate their businesses. Oracle Fusion Data Intelligence Platform is built on top of Oracle Analytics Cloud and Oracle Autonomous Data Warehouse. This packaged service starts with Oracle Fusion Cloud Applications which you can deploy rapidly, personalize, and extend. The service extracts data from your Oracle Fusion Cloud Applications and and loads it into an instance of Oracle Autonomous Data Warehouse. Business users can then create and customize dashboards in Oracle Analytics Cloud. It empowers business users with industry-leading, AI-powered, self-service analytics capabilities for data preparation, visualization, enterprise reporting, augmented analysis, and natural language processing. - -This activity guide helps business users to investigate and research data, ask relevant questions to understand Trends, Patterns and Outliers. - - - -Estimated Time: 15 minutes - - -### Objectives - -In this activity, you will Create analytics across different lines of business to derive better business insight - -![Analytics OBJs](images/analytics_objs1.png) - -## Task 1: Create analytics across different lines of business to derive better business insight - - - -1. Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud-native analytics applications for Oracle Cloud Applications that provide line-of-business users with ready-to-use insights to improve decision-making. - - Login to your Fusion Data Intelligence Portal using the URL provided. - - > Open a web browser and enter the URL provided, then on the login screen, type in the Username and Password. Click Sign In. - - ![Login](images/image001.png) - - After a successful login, you will land on the Oracle Analytics home page. - - -2. A finance Watchlist comprising several Tiles is available on the home page. - - One metric that draws my attention is Margin, which is trending low. - - Two attributes that influence Margin are Revenue and Cost. Since revenue seems to be increasing, let's investigate Cost. - - > On the Margin Tile locate the **Open Workbook** ![Open Workbook Icon](images/icon001.png) Icon on the top right corner and click on it. - - ![Analytics home](images/image002.png) - - -3. This action expands the Tile and opens the workbook. - - Let's now set the workbook to design mode so that we can add cost elements. - - > Click on the Edit Icon ![Edit Icon](images/icon002.png) as shown in the image.
- - Instead of building manually, let's use the Auto Insights feature. - - - > Click on the Auto Insights Icon ![Auto Insights Icon](images/icon003.png) as shown in the image. - - ![Workbook Design Mode](images/image003.png) - - -4. Next, let’s expand the Auto Insights pane for better observability. - - > Click on the Expand / Shrink Icon ![Expand / Shrink Icon ](images/icon004.png) as shown in the image. - - ![Workbook Design Mode](images/image004.png) - - - - -5. The Auto Insights function has crawled the data set and brought expense-related information critical to our analysis. Let’s use the Top 10 Expenses by expense categories. - - > (1) Locate the “Top 10 Expense Categories by Expenses” insight and click the Add Icon ![Add Icon ](images/icon006.png) shown in the image. This will add the Insight to the Canvas.
- - > (2) Click on the **x** sign to close the Insights pane. - - ![Auto insights view](images/image007.png) - - -6. Now, we can compare margin and cost side by side. - - Payroll expenses emerge as the highest cost. We will delve deeper into payroll expenses to identify their components. - - Our next step involves integrating Human Resources data into our analysis. - - ![Analytics view 1](images/image008.png) - - -7. Combining datasets from multiple “Lines of Business” allows an individual to conduct a deep dive into the actual problems. - - > (1) Expand the HCM Core transactions data set from the Data Panel on the left.
- - > (2) At the bottom of the Page, click the plus icon ![plus icon](images/icon007.png) to add another Canvas, **Canvas 2**.
- - > (3) While holding “Shift,” multi-select the Amount and Account columns and drag them onto Canvas 2. - - ![Analytics view 2](images/image009.png) - - > (1) Change the chart to a “Stacked Bar” type to visualize the data better.
- - > (2) Follow steps 1 and 2 as shown in the picture 10. - - ![Analytics view 3](images/image010.png) - - -8. We need to perform trend analysis to understand when the expense anomaly started occurring and whether it is consistent across all expense types. - - > Drag the **Accounts** column from the Categories section into the Color section. - - ![Analytics view 4](images/image011.png) - - > Next, expand the Fiscal Date folder in the Data Panel, locate the **Month** column, and drag and drop it into the Categories section. - - ![Analytics view 5](images/image012.png) - -9. We can now see expense amounts displayed across time and expense categories. - - On analyzing the trend, it appears that while Base Salary and Wages have remained constant, overtime and contract labor have increased since May. - - Let's explore and find out why overtime and contract labor have increased. - - ![Month by Month View](images/image013.png) - -10. Overtime and Contract labor are typically associated with Turnover. Let's see if it had any impact. - - > (1) Expand the Fiscal Date folder in the Data Panel to locate the **Month** and **Turnover** columns.
- - > (2) While holding “Ctrl,” multi-select the **Month** and **Turnover** columns and drag them below the current visual. - - ![Analytics view 6](images/image014.png) - - - -11. Another factor that impacts Overtime and Contract labor is employee absences. - - > Drag the **Absences** column from the data panel and drop it in the values section below the **Turnover** column. - - ![Analytics view 7](images/image015.png) - - ![Analytics view 8](images/image016.png) - - -12. This brings all relevant columns onto the canvas. We can now co-relate several attributes and arrive at the correct conclusion. We can now see the pattern clearly. Beginning in March, absences and turnover started increasing, which led to an increase in overtime and the hiring of contract labor. This is ultimately reflected in the books of accounts in Finance. - - - -13. Let’s understand how the trend looks like in the future. We will use the built in Statistical Analysis function like forecast to under the future - - > Right click anywhere in the **Turnover**, **Absences** Chart choose **Add Statistics** then **Forecast** - - ![Analytics view 11](images/image021.png) - -14. With a few simple clicks, you were able to forecast and understand the future trend. - - ![Analytics view 12](images/image022.png) - - - -15. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! - - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - - - -## Summary - -You discovered how effortlessly Fusion Analytics enables the creation of content and analysis of data. By integrating diverse data sources, you were able to delve deeper from summary information to detailed analysis, uncovering root causes. You then shared your discoveries with a broader audience, making the insights accessible and impactful. - - - -**You have successfully completed the Activity!** - - -## Acknowledgements -* **Author** - Sohel Jeelani, Analytics Solution Engineer, Advanced Technology Services -* **Contributors** - -* **Last Updated By/Date** - Sohel Jeelani, September 2024 diff --git a/apps-cloud-adventure-cio/05-analytics/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-cio/05-analytics/images/cloud-adventure-checkpoint-image.png deleted file mode 100644 index 08774508a..000000000 Binary files a/apps-cloud-adventure-cio/05-analytics/images/cloud-adventure-checkpoint-image.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/05-integration/integration.md b/apps-cloud-adventure-cio/05-integration/integration.md index c66851f7b..9da530ab2 100644 --- a/apps-cloud-adventure-cio/05-integration/integration.md +++ b/apps-cloud-adventure-cio/05-integration/integration.md @@ -2,7 +2,7 @@ ## Introduction -As you have seen in the previous Cloud Adventures, Oracle delivers a fine grained security model which allows companies to enforce tight controls over who has access to both application features and data. While these controls provide adminstrators with powerful tools, good corporate governance requires that application auditing is used to back up the security controls you implement. +As you have seen in the previous Cloud Adventures, Oracle delivers a fine grained security model which allows companies to enforce tight controls over who has access to both application features and data. While these controls provide administrators with powerful tools, good corporate governance requires that application auditing is used to back up the security controls you implement. For this Cloud Adventure, we have already used audit profiles to enable auditing on select fields in the applications. You will begin the adventure by accessing the native application screens to update a supplier address. Each participant is assigned a supplier based on your login ID. @@ -12,22 +12,24 @@ Included in your adventure is a quick tour of the REST API documentation. While We've designed this journey to be interactive and engaging. Make sure to answer the Adventure Check Point questions at the end, ensuring you capture the full potential of this experience. These check points are your path to becoming a master auditor, so pay close attention! -With your adventure hat on and a curious mind, prepare for an exhilarating exploration of Fusion Cloud data aduit and REST API integration features. Let's embark on this thrilling journey together! +With your adventure hat on and a curious mind, prepare for an exhilarating exploration of Fusion Cloud data audit and REST API integration features. Let's embark on this thrilling journey together! ### **Objectives** In this activity you will learn the power and ease of integrating Fusion SaaS application with upstream and downstream systems -![Integration Objectives](images/Integration_objs2.png) +Estimated Time: 15 minutes +Do not forget to answer the Adventure Check Point questions at the end of the exercise! -## Task 1: Use REST API to pull Fusion SaaS Application audit data for use in any external system +## ERP & SCM: Use REST API to pull Fusion SaaS Application audit data for use in any external system +1. In this activity you will learn the power and ease of integrating Fusion SaaS application with upstream and downstream systems + ![Integration Objectives](images/Integration_objs2.png) - -1. Let’s navigate to the Suppliers work area to modify a supplier’s address information +2. Let’s navigate to the Suppliers work area to modify a supplier’s address information > Click the **Procurement** tab @@ -39,7 +41,7 @@ In this activity you will learn the power and ease of integrating Fusion SaaS ap ![Show More View](images/image004.png) -2. Next, we’re going to search for the Supplier you’ve been assigned, e.g. “01…” +3. Next, we’re going to search for the Supplier you’ve been assigned, e.g. “01…” > Click in the **Keywords** search bar @@ -56,7 +58,7 @@ In this activity you will learn the power and ease of integrating Fusion SaaS ap ![Search Results](images/image007.png) -3. We’re going to navigate to the Supplier’s addresses tab. +4. We’re going to navigate to the Supplier’s addresses tab. > Click the **Addresses** tab @@ -67,7 +69,7 @@ In this activity you will learn the power and ease of integrating Fusion SaaS ap ![Edit Suppliers View](images/image009.png) -4. **Note:** We’ll only edit the Supplier’s second line of address information, i.e. ‘Address Line 2’ text entry field. +5. **Note:** We’ll only edit the Supplier’s second line of address information, i.e. ‘Address Line 2’ text entry field. We’re going to add a Suite (e.g. 123) to the Supplier’s address information that was missing before. @@ -87,7 +89,7 @@ In this activity you will learn the power and ease of integrating Fusion SaaS ap ![Edit Suppliers View](images/image013.png) -5. **Note:** We’ve modified our demo environment’s approval workflow for internal supplier profile changes to be automatically approved for demonstration purposes, however this can be configured based on each customer’s business requirements +6. **Note:** We’ve modified our demo environment’s approval workflow for internal supplier profile changes to be automatically approved for demonstration purposes, however this can be configured based on each customer’s business requirements > Click **OK** on the resulting confirmation box. @@ -99,7 +101,7 @@ In this activity you will learn the power and ease of integrating Fusion SaaS ap -6. Let’s navigate back to the Oracle Fusion Cloud home screen. +7. Let’s navigate back to the Oracle Fusion Cloud home screen. > Click the **Home** ![Home Icon](images/icon012_home.png) button @@ -107,7 +109,7 @@ In this activity you will learn the power and ease of integrating Fusion SaaS ap -7. Now, we’re going to discover how we can audit several pieces of information that’s relevant to our cloud adventure today: user access (sign in / sign out) as well as supplier address information changes via REST API integrations. +8. Now, we’re going to discover how we can audit several pieces of information that’s relevant to our cloud adventure today: user access (sign in / sign out) as well as supplier address information changes via REST API integrations. > At the home screen, Navigate to **Integration** tab @@ -124,7 +126,7 @@ In this activity you will learn the power and ease of integrating Fusion SaaS ap **Take note of the detailed documentation. API endpoints, parameters, code examples, use cases, Oracle’s documentation is public and designed to be very useful.** -8. Let’s review the REST API endpoints that we can use to review Auditable data that can be extracted from Fusion Cloud. +9. Let’s review the REST API endpoints that we can use to review Auditable data that can be extracted from Fusion Cloud. ![Audit Report REST Endpoints](images/image019.png) @@ -142,9 +144,8 @@ In this activity you will learn the power and ease of integrating Fusion SaaS ap - -14. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! +10. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) @@ -153,11 +154,15 @@ In this activity you will learn the power and ease of integrating Fusion SaaS ap As you have seen, the Oracle SaaS applications may be configured to capture who updates select fields, when the update was performed, the previous value and the updated value. Having this level of auditing serves a critical role in providing governance and controls over your enterprise applications. As an administrator, you will implement the controls your company chooses to enforce. The combination of fine grained applications security and application data audit provide the end to end controls you will need. -This Cloud Adventure also featued the importance of having open REST intefaces for accessing and sharing data with external systems. In the case of audit data, you may want to send this data to a SIEM or data warehouse for analysis. +This Cloud Adventure also featured the importance of having open REST interfaces for accessing and sharing data with external systems. In the case of audit data, you may want to send this data to a SIEM or data warehouse for analysis. **You have successfully completed the Activity!** +* [Oracle Supply Chain & Manufacturing - APIs & Schema](https://docs.oracle.com/en/cloud/saas/supply-chain-and-manufacturing/24b/api.html) +* [Set Up Auditing for Oracle Fusion Applications](https://docs.oracle.com/en/cloud/saas/applications-common/24d/facia/set-up-auditing-for-oracle-fusion-applications.html) +* [Oracle Documentation](http://docs.oracle.com)O + ## Acknowledgements * **Author** - Jamil Orfali, Senior Cloud Technologist, Advanced Technology Services, Kris Holmgren, Senior Cloud Technologist, Advanced Technology Services * **Contributors** - -* **Last Updated By/Date** - Jamil Orfali, September 2024 +* **Last Updated By/Date** - Jamil Orfali, November 2024 diff --git a/apps-cloud-adventure-cio/05-integration/integration - archive.md b/apps-cloud-adventure-cio/05-integration/integration_old.md similarity index 100% rename from apps-cloud-adventure-cio/05-integration/integration - archive.md rename to apps-cloud-adventure-cio/05-integration/integration_old.md diff --git a/apps-cloud-adventure-cio/06-analytics-hcm/analytics.md b/apps-cloud-adventure-cio/06-analytics-hcm/analytics.md deleted file mode 100644 index 774c13940..000000000 --- a/apps-cloud-adventure-cio/06-analytics-hcm/analytics.md +++ /dev/null @@ -1,188 +0,0 @@ -# Analytics - -## Introduction - -Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud native analytics applications for Oracle Cloud Applications that provides line-of-business users with ready-to-use insights to improve decision-making. - -It is a Cloud application that delivers best-practice Key Performance Indicators (KPIs) and deep analyses to help decision-makers run their businesses and individual contributors to operate their businesses. Oracle Fusion Data Intelligence Platform is built on top of Oracle Analytics Cloud and Oracle Autonomous Data Warehouse. This packaged service starts with Oracle Fusion Cloud Applications which you can deploy rapidly, personalize, and extend. The service extracts data from your Oracle Fusion Cloud Applications and and loads it into an instance of Oracle Autonomous Data Warehouse. Business users can then create and customize dashboards in Oracle Analytics Cloud. It empowers business users with industry-leading, AI-powered, self-service analytics capabilities for data preparation, visualization, enterprise reporting, augmented analysis, and natural language processing. - -This activity guide helps business users to investigate and research data, ask relevant questions to understand Trends, Patterns and Outliers. - - - -Estimated Time: 15 minutes - - -### Objectives - -In this activity, you will Create analytics across different lines of business to derive better business insight - -![Analytics OBJs](images/analytics_objs1.png) - -## Task 1: Create analytics across different lines of business to derive better business insight - - - -1. Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud-native analytics applications for Oracle Cloud Applications that provide line-of-business users with ready-to-use insights to improve decision-making. - - > (1) Click on the **‘Analytics’** tab
- - > (2) Click on **‘Fusion – Analytics Data Intelligence’** icon
- - ![Login](images/image001.png) - - - -2. After a successful login, you will land on the Oracle Analytics home page. - - > (1) Enter assigned username and Fusion Analytics Password
- - > (2) Click on the ‘Sign In’
- - ![Login](images/image101.png) - - - - - -3. A finance Watchlist comprising several Tiles is available on the home page. - - One metric that draws my attention is Margin, which is trending low. - - Two attributes that influence Margin are Revenue and Cost. Since revenue seems to be increasing, let's investigate Cost. - - > On the Margin Tile locate the **Open Workbook** ![Open Workbook Icon](images/icon001.png) Icon on the top right corner and click on it. - - ![Analytics home](images/image002.png) - - -4. This action expands the Tile and opens the workbook. - - Let's now set the workbook to design mode so that we can add cost elements. - - > Click on the Edit Icon ![Edit Icon](images/icon002.png) as shown in the image.
- - Instead of building manually, let's use the Auto Insights feature. - - - > Click on the Auto Insights Icon ![Auto Insights Icon](images/icon003.png) as shown in the image. - - ![Workbook Design Mode](images/image003.png) - - -5. Next, let’s expand the Auto Insights pane for better observability. - - > Click on the Expand / Shrink Icon ![Expand / Shrink Icon ](images/icon004.png) as shown in the image. - - ![Workbook Design Mode](images/image004.png) - - - - -6. The Auto Insights function has crawled the data set and brought expense-related information critical to our analysis. Let’s use the Top 10 Expenses by expense categories. - - > (1) Locate the “Top 10 Expense Categories by Expenses” insight and click the Add Icon ![Add Icon ](images/icon006.png) shown in the image. This will add the Insight to the Canvas.
- - > (2) Click on the **x** sign to close the Insights pane. - - ![Auto insights view](images/image007.png) - - -7. Now, we can compare margin and cost side by side. - - Payroll expenses emerge as the highest cost. We will delve deeper into payroll expenses to identify their components. - - Our next step involves integrating Human Resources data into our analysis. - - ![Analytics view 1](images/image008.png) - - -8. Combining datasets from multiple “Lines of Business” allows an individual to conduct a deep dive into the actual problems. - - > (1) Expand the HCM Core transactions data set from the Data Panel on the left.
- - > (2) At the bottom of the Page, click the plus icon ![plus icon](images/icon007.png) to add another Canvas, **Canvas 2**.
- - > (3) While holding “Shift,” multi-select the Amount and Account columns and drag them onto Canvas 2. - - ![Analytics view 2](images/image009.png) - - > (1) Change the chart to a “Stacked Bar” type to visualize the data better.
- - > (2) Follow steps 1 and 2 as shown in the picture 10. - - ![Analytics view 3](images/image010.png) - - -9. We need to perform trend analysis to understand when the expense anomaly started occurring and whether it is consistent across all expense types. - - > Drag the **Accounts** column from the Categories section into the Color section. - - ![Analytics view 4](images/image011.png) - - > Next, expand the Fiscal Date folder in the Data Panel, locate the **Month** column, and drag and drop it into the Categories section. - - ![Analytics view 5](images/image012.png) - -10. We can now see expense amounts displayed across time and expense categories. - - On analyzing the trend, it appears that while Base Salary and Wages have remained constant, overtime and contract labor have increased since May. - - Let's explore and find out why overtime and contract labor have increased. - - ![Month by Month View](images/image013.png) - -11. Overtime and Contract labor are typically associated with Turnover. Let's see if it had any impact. - - > (1) Expand the Fiscal Date folder in the Data Panel to locate the **Month** and **Turnover** columns.
- - > (2) While holding “Ctrl,” multi-select the **Month** and **Turnover** columns and drag them below the current visual. - - ![Analytics view 6](images/image014.png) - - - -12. Another factor that impacts Overtime and Contract labor is employee absences. - - > Drag the **Absences** column from the data panel and drop it in the values section below the **Turnover** column. - - ![Analytics view 7](images/image015.png) - - ![Analytics view 8](images/image016.png) - - -13. This brings all relevant columns onto the canvas. We can now co-relate several attributes and arrive at the correct conclusion. We can now see the pattern clearly. Beginning in March, absences and turnover started increasing, which led to an increase in overtime and the hiring of contract labor. This is ultimately reflected in the books of accounts in Finance. - - - -14. Let’s understand how the trend looks like in the future. We will use the built in Statistical Analysis function like forecast to under the future - - > Right click anywhere in the **Turnover**, **Absences** Chart choose **Add Statistics** then **Forecast** - - ![Analytics view 11](images/image021.png) - -15. With a few simple clicks, you were able to forecast and understand the future trend. - - ![Analytics view 12](images/image022.png) - - - -16. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! - - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - - - -## Summary - -You discovered how effortlessly Fusion Analytics enables the creation of content and analysis of data. By integrating diverse data sources, you were able to delve deeper from summary information to detailed analysis, uncovering root causes. You then shared your discoveries with a broader audience, making the insights accessible and impactful. - - - -**You have successfully completed the Activity!** - - -## Acknowledgements -* **Author** - Sohel Jeelani, Analytics Solution Engineer, Advanced Technology Services -* **Contributors** - -* **Last Updated By/Date** - Sohel Jeelani, September 2024 diff --git a/apps-cloud-adventure-cio/06-analytics-hcm/images/analytics_objs1.png b/apps-cloud-adventure-cio/06-analytics-hcm/images/analytics_objs1.png deleted file mode 100644 index 137432378..000000000 Binary files a/apps-cloud-adventure-cio/06-analytics-hcm/images/analytics_objs1.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/06-analytics-hcm/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-cio/06-analytics-hcm/images/cloud-adventure-checkpoint-image.png deleted file mode 100644 index 08774508a..000000000 Binary files a/apps-cloud-adventure-cio/06-analytics-hcm/images/cloud-adventure-checkpoint-image.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/06-analytics-scm/analytics.md b/apps-cloud-adventure-cio/06-analytics-scm/analytics.md deleted file mode 100644 index f5a73a6ba..000000000 --- a/apps-cloud-adventure-cio/06-analytics-scm/analytics.md +++ /dev/null @@ -1,171 +0,0 @@ -# Analytics - -## Introduction - -Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud native analytics applications for Oracle Cloud Applications that provides line-of-business users with ready-to-use insights to improve decision-making. - -It is a Cloud application that delivers best-practice Key Performance Indicators (KPIs) and deep analyses to help decision-makers run their businesses and individual contributors to operate their businesses. Oracle Fusion Data Intelligence Platform is built on top of Oracle Analytics Cloud and Oracle Autonomous Data Warehouse. This packaged service starts with Oracle Fusion Cloud Applications which you can deploy rapidly, personalize, and extend. The service extracts data from your Oracle Fusion Cloud Applications and and loads it into an instance of Oracle Autonomous Data Warehouse. Business users can then create and customize dashboards in Oracle Analytics Cloud. It empowers business users with industry-leading, AI-powered, self-service analytics capabilities for data preparation, visualization, enterprise reporting, augmented analysis, and natural language processing. - -This activity guide helps business users to investigate and research data, ask relevant questions to understand Trends, Patterns and Outliers. - - - -Estimated Time: 15 minutes - - -### Objectives - -In this activity, you will Create analytics across different lines of business to derive better business insight - -![Analytics OBJs](images/analytics_objs1.png) - -## Task 1: Create analytics across different lines of business to derive better business insight - - - -1. Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud-native analytics applications for Oracle Cloud Applications that provide line-of-business users with ready-to-use insights to improve decision-making. - - Login to your Fusion Data Intelligence Portal using the URL provided. - - > Open a web browser and enter the URL provided, then on the login screen, type in the Username and Password. Click Sign In. - - ![Login](images/image001.png) - - After a successful login, you will land on the Oracle Analytics home page. - - -2. A finance Watchlist comprising several Tiles is available on the home page. - - One metric that draws my attention is Margin, which is trending low. - - Two attributes that influence Margin are Revenue and Cost. Since revenue seems to be increasing, let's investigate Cost. - - > On the Margin Tile locate the **Open Workbook** ![Open Workbook Icon](images/icon001.png) Icon on the top right corner and click on it. - - ![Analytics home](images/image002.png) - - -3. This action expands the Tile and opens the workbook. - - Let's now set the workbook to design mode so that we can add cost elements. - - > Click on the Edit Icon ![Edit Icon](images/icon002.png) as shown in the image.
- - Instead of building manually, let's use the Auto Insights feature. - - - > Click on the Auto Insights Icon ![Auto Insights Icon](images/icon003.png) as shown in the image. - - ![Workbook Design Mode](images/image003.png) - - -4. Next, let’s expand the Auto Insights pane for better observability. - - > Click on the Expand / Shrink Icon ![Expand / Shrink Icon ](images/icon004.png) as shown in the image. - - ![Workbook Design Mode](images/image004.png) - - - - -5. The Auto Insights function has crawled the data set and brought expense-related information critical to our analysis. Let’s use the Top 10 Expenses by expense categories. - - > (1) Locate the “Top 10 Expense Categories by Expenses” insight and click the Add Icon ![Add Icon ](images/icon006.png) shown in the image. This will add the Insight to the Canvas.
- - > (2) Click on the **x** sign to close the Insights pane. - - ![Auto insights view](images/image007.png) - - -6. Let’s create a new Canvas to under the SCM issue - - > Locate the plus ![plus icon](images/cplus.png) icon at the bottom of the page and click it to create a new canvas.
- -![new canvas](images/scm-001.png) - -7. We will add Supply Chain data to the canvas - - > Expand the SCM Dataset by clicking on the Triangle icon. Expand the Fiscal Data folder and locate Month Column.
- - > Next locate Total Cost. While keeping the “CTRL ” key pressed drag and drop them on to the canvas.
- - > Your canvas should look like the image on the right.
- - ![2 images](images/scm-002.png) - - -8. Total cost has been varying over time. We need to understand what is causing the increase and decrease - - > Expand the Fiscal Data folder and locate Month Column.
- - > Scroll down to locate Off Contract and Contract purchase columns.
- - > While keeping the “CTRL ” key pressed drag and drop them on to the canvas under the existing chart.
- - > Watch for the Green bar before you drop the columns.
- - ![expand Fiscal Data folder ](images/scm-003.png) - -9. Change the visualization type - - > In the Properties panel in the center. Click on the inverted triangle ![inverted triangle](images/invtriangle.png) to expand the Analytics Type panel and choose Bar Type.
- - ![Properties panel ](images/scm-004.png) - - > Move Contract Purchase from Color Section to Values section.
- - ![Properties panel ](images/scm-005.png) - - -10. We need to understand what is causing the off contract purchasing. - - > Expand the Fiscal Data folder and locate Month Column.
- - > Scroll down to locate Received Late Quantity columns.
- - > While keeping the “CTRL ” key pressed drag and drop them on to the canvas under the existing chart.
- - > Watch for the Green bar before you drop the columns.
- - ![Fiscal Data folder ](images/scm-006.png) - - > In the Properties panel in the center. Click on the inverted triangle ![inverted triangle](images/invtriangle.png) to expand the Analytics Type panel and choose Bar Type.
- - ![Properties panel](images/scm-007.png) - -11. Lets find out which supplier is responsible for the issue. - - > Locate supplier and drop it into the color section.
- - > Next delete Fiscal Data (Month) column
- - ![Supplier](images/scm-008.png) - - > In the Properties panel in the center. Click on the inverted triangle to expand the Analytics Type panel and choose Treemap Type.
- - ![Properties panel](images/scm-009.png) - -12. Two suppliers are the cause of the issue. - - ![Analytics view](images/scm-009.png) - - -13. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! - - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - - - -## Summary - -You discovered how effortlessly Fusion Analytics enables the creation of content and analysis of data. By integrating diverse data sources, you were able to delve deeper from summary information to detailed analysis, uncovering root causes. You then shared your discoveries with a broader audience, making the insights accessible and impactful. - - - -**You have successfully completed the Activity!** - - -## Acknowledgements -* **Author** - Sohel Jeelani, Analytics Solution Engineer, Advanced Technology Services -* **Contributors** - -* **Last Updated By/Date** - Sohel Jeelani, September 2024 diff --git a/apps-cloud-adventure-cio/06-analytics-scm/images/analytics_objs1.png b/apps-cloud-adventure-cio/06-analytics-scm/images/analytics_objs1.png deleted file mode 100644 index 137432378..000000000 Binary files a/apps-cloud-adventure-cio/06-analytics-scm/images/analytics_objs1.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/06-analytics-scm/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-cio/06-analytics-scm/images/cloud-adventure-checkpoint-image.png deleted file mode 100644 index 08774508a..000000000 Binary files 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b/apps-cloud-adventure-cio/06-analytics-scm/images/image021.png deleted file mode 100644 index 11be1719a..000000000 Binary files a/apps-cloud-adventure-cio/06-analytics-scm/images/image021.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/06-analytics-scm/images/image022.png b/apps-cloud-adventure-cio/06-analytics-scm/images/image022.png deleted file mode 100644 index 2a6b1772d..000000000 Binary files a/apps-cloud-adventure-cio/06-analytics-scm/images/image022.png and /dev/null differ diff --git a/apps-cloud-adventure-cio/06-analytics/analytics.md b/apps-cloud-adventure-cio/06-analytics/analytics.md index a7507dc30..6746d1849 100644 --- a/apps-cloud-adventure-cio/06-analytics/analytics.md +++ b/apps-cloud-adventure-cio/06-analytics/analytics.md @@ -4,41 +4,56 @@ Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud native analytics applications for Oracle Cloud Applications that provides line-of-business users with ready-to-use insights to improve decision-making. -It is a Cloud application that delivers best-practice Key Performance Indicators (KPIs) and deep analyses to help decision-makers run their businesses and individual contributors to operate their businesses. Oracle Fusion Data Intelligence Platform is built on top of Oracle Analytics Cloud and Oracle Autonomous Data Warehouse. This packaged service starts with Oracle Fusion Cloud Applications which you can deploy rapidly, personalize, and extend. The service extracts data from your Oracle Fusion Cloud Applications and and loads it into an instance of Oracle Autonomous Data Warehouse. Business users can then create and customize dashboards in Oracle Analytics Cloud. It empowers business users with industry-leading, AI-powered, self-service analytics capabilities for data preparation, visualization, enterprise reporting, augmented analysis, and natural language processing. +It is a Cloud application that delivers best-practice Key Performance Indicators (KPIs) and deep analyses to help decision-makers run their businesses and individual contributors to operate their businesses. Oracle Fusion Data Intelligence Platform is built on top of Oracle Analytics Cloud and Oracle Autonomous Data Warehouse. This packaged service starts with Oracle Fusion Cloud Applications which you can deploy rapidly, personalize, and extend. The service extracts data from your Oracle Fusion Cloud Applications and loads it into an instance of Oracle Autonomous Data Warehouse. Business users can then create and customize dashboards in Oracle Analytics Cloud. It empowers business users with industry-leading, AI-powered, self-service analytics capabilities for data preparation, visualization, enterprise reporting, augmented analysis, and natural language processing. This activity guide helps business users to investigate and research data, ask relevant questions to understand Trends, Patterns and Outliers. -Estimated Time: 15 minutes - - ### Objectives In this activity, you will Create analytics across different lines of business to derive better business insight + +Estimated Time: 15 minutes + +Do not forget to answer the Adventure Check Point questions at the end of the exercise! -![Analytics OBJs](images/analytics_objs1.png) -## Task 1: Create analytics across different lines of business to derive better business insight +## ERP & HCM: Unify finance and workforce-related data to understand changing workforce dynamics and gain comprehensive insights. + + + +1. In this activity, you will Create analytics across different lines of business to derive better business insights. + + Cross-functional reporting analysis between ERP & HCM involves integrating data from core business operations finance with workforce-related data (such as employee performance, payroll, and workforce planning) providing comprehensive insights for decision-making, enabling organizations to align their human resource strategies with broader business objectives. + + ![Analytics OBJs](images/analytics_objs1.png) + + + +2. Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud-native analytics applications for Oracle Cloud Applications that provide line-of-business users with ready-to-use insights to improve decision-making. + > (1) Click on the **‘Analytics’** tab
+ > (2) Click on **‘Fusion – Analytics Data Intelligence’** icon
-1. Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud-native analytics applications for Oracle Cloud Applications that provide line-of-business users with ready-to-use insights to improve decision-making. + ![Login](images/image001.png) -After a successful login, you will land on the Oracle Analytics home page. -> Login to your Fusion Data Intelligence Portal using the URL provided.
+3. After a successful login, you will land on the Oracle Analytics home page. -> Open a web browser and enter the URL provided, then on the login screen, type in the Username and Password. Click Sign In.
+ > (1) Enter assigned username and Fusion Analytics Password
+ > (2) Click on the ‘Sign In’
-![Login](images/image001.png) + ![Login](images/image023.png) -2. A finance Watchlist comprising several Tiles is available on the home page. + +4. A finance Watchlist comprising several Tiles is available on the home page. One metric that draws my attention is Margin, which is trending low. @@ -49,7 +64,7 @@ After a successful login, you will land on the Oracle Analytics home page. ![Analytics home](images/image002.png) -3. This action expands the Tile and opens the workbook. +5. This action expands the Tile and opens the workbook. Let's now set the workbook to design mode so that we can add cost elements. @@ -63,7 +78,7 @@ After a successful login, you will land on the Oracle Analytics home page. ![Workbook Design Mode](images/image003.png) -4. Next, let’s expand the Auto Insights pane for better observability. +6. Next, let’s expand the Auto Insights pane for better observability. > Click on the Expand / Shrink Icon ![Expand / Shrink Icon ](images/icon004.png) as shown in the image. @@ -72,7 +87,7 @@ After a successful login, you will land on the Oracle Analytics home page. -5. The Auto Insights function has crawled the data set and brought expense-related information critical to our analysis. Let’s use the Top 10 Expenses by expense categories. +7. The Auto Insights function has crawled the data set and brought expense-related information critical to our analysis. Let’s use the Top 10 Expenses by expense categories. > (1) Locate the “Top 10 Expense Categories by Expenses” insight and click the Add Icon ![Add Icon ](images/icon006.png) shown in the image. This will add the Insight to the Canvas.
@@ -81,7 +96,7 @@ After a successful login, you will land on the Oracle Analytics home page. ![Auto insights view](images/image007.png) -6. Now, we can compare margin and cost side by side. +8. Now, we can compare margin and cost side by side. Payroll expenses emerge as the highest cost. We will delve deeper into payroll expenses to identify their components. @@ -90,7 +105,7 @@ After a successful login, you will land on the Oracle Analytics home page. ![Analytics view 1](images/image008.png) -7. Combining datasets from multiple “Lines of Business” allows an individual to conduct a deep dive into the actual problems. +9. Combining datasets from multiple “Lines of Business” allows an individual to conduct a deep dive into the actual problems. > (1) Expand the HCM Core transactions data set from the Data Panel on the left.
@@ -107,7 +122,7 @@ After a successful login, you will land on the Oracle Analytics home page. ![Analytics view 3](images/image010.png) -8. We need to perform trend analysis to understand when the expense anomaly started occurring and whether it is consistent across all expense types. +10. We need to perform trend analysis to understand when the expense anomaly started occurring and whether it is consistent across all expense types. > Drag the **Accounts** column from the Categories section into the Color section. @@ -117,7 +132,7 @@ After a successful login, you will land on the Oracle Analytics home page. ![Analytics view 5](images/image012.png) -9. We can now see expense amounts displayed across time and expense categories. +11. We can now see expense amounts displayed across time and expense categories. On analyzing the trend, it appears that while Base Salary and Wages have remained constant, overtime and contract labor have increased since May. @@ -125,7 +140,7 @@ After a successful login, you will land on the Oracle Analytics home page. ![Month by Month View](images/image013.png) -10. Overtime and Contract labor are typically associated with Turnover. Let's see if it had any impact. +12. Overtime and Contract labor are typically associated with Turnover. Let's see if it had any impact. > (1) Expand the Fiscal Date folder in the Data Panel to locate the **Month** and **Turnover** columns.
@@ -135,7 +150,7 @@ After a successful login, you will land on the Oracle Analytics home page. -11. Another factor that impacts Overtime and Contract labor is employee absences. +13. Another factor that impacts Overtime and Contract labor is employee absences. > Drag the **Absences** column from the data panel and drop it in the values section below the **Turnover** column. @@ -144,27 +159,176 @@ After a successful login, you will land on the Oracle Analytics home page. ![Analytics view 8](images/image016.png) -12. This brings all relevant columns onto the canvas. We can now co-relate several attributes and arrive at the correct conclusion. We can now see the pattern clearly. Beginning in March, absences and turnover started increasing, which led to an increase in overtime and the hiring of contract labor. This is ultimately reflected in the books of accounts in Finance. +14. This brings all relevant columns onto the canvas. We can now co-relate several attributes and arrive at the correct conclusion. We can now see the pattern clearly. Beginning in March, absences and turnover started increasing, which led to an increase in overtime and the hiring of contract labor. This is ultimately reflected in the books of accounts in Finance. -13. Let’s understand how the trend looks like in the future. We will use the built in Statistical Analysis function like forecast to under the future +15. Let’s understand how the trend looks like in the future. We will use the built in Statistical Analysis function like forecast to under the future > Right click anywhere in the **Turnover**, **Absences** Chart choose **Add Statistics** then **Forecast** ![Analytics view 11](images/image021.png) -14. With a few simple clicks, you were able to forecast and understand the future trend. +16. With a few simple clicks, you were able to forecast and understand the future trend. ![Analytics view 12](images/image022.png) -15. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! +17. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) +## ERP & SCM: Unify finance and supply chain data to identify bottlenecks and optimize resource allocation + + +1. In this activity, you will Create analytics across different lines of business to derive better business insights. + + ERP & SCM cross-functional reporting combines data from business processes like finance with supply chain operations. By providing a unified view of supply chain and enterprise operations, cross-functional reporting helps identify bottlenecks, optimize resource allocation, and improve supply chain resilience. Such insights are crucial for aligning supply chain strategies with overall business goals and achieving operational excellence. + + ![Analytics OBJs](images/analytics_objs1.png) + + + +2. Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud-native analytics applications for Oracle Cloud Applications that provide line-of-business users with ready-to-use insights to improve decision-making. + + > (1) Click on the **‘Analytics’** tab
+ + > (2) Click on **‘Fusion – Analytics Data Intelligence’** icon
+ + ![Login](images/image001.png) + + + +3. After a successful login, you will land on the Oracle Analytics home page. + + > (1) Enter assigned username and Fusion Analytics Password
+ + > (2) Click on the ‘Sign In’
+ + ![Login](images/image023.png) + + +4. A finance Watchlist comprising several Tiles is available on the home page. + + One metric that draws my attention is Margin, which is trending low. + + Two attributes that influence Margin are Revenue and Cost. Since revenue seems to be increasing, let's investigate Cost. + + > On the Margin Tile locate the **Open Workbook** ![Open Workbook Icon](images/icon101.png) Icon on the top right corner and click on it. + + ![Analytics home](images/image102.png) + + +5. This action expands the Tile and opens the workbook. + + Let's now set the workbook to design mode so that we can add cost elements. + + > Click on the Edit Icon ![Edit Icon](images/icon102.png) as shown in the image.
+ + Instead of building manually, let's use the Auto Insights feature. + + + > Click on the Auto Insights Icon ![Auto Insights Icon](images/icon103.png) as shown in the image. + + ![Workbook Design Mode](images/image103.png) + + +6. Next, let’s expand the Auto Insights pane for better observability. + + > Click on the Expand / Shrink Icon ![Expand / Shrink Icon ](images/icon104.png) as shown in the image. + + ![Workbook Design Mode](images/image104.png) + + + + +7. The Auto Insights function has crawled the data set and brought expense-related information critical to our analysis. Let’s use the Top 10 Expenses by expense categories. + + > (1) Locate the “Top 10 Expense Categories by Expenses” insight and click the Add Icon ![Add Icon ](images/icon106.png) shown in the image. This will add the Insight to the Canvas.
+ + > (2) Click on the **x** sign to close the Insights pane. + + ![Auto insights view](images/image107.png) + + +8. Let’s create a new Canvas to under the SCM issue + + > Locate the plus ![plus icon](images/cplus.png) icon at the bottom of the page and click it to create a new canvas.
+ +![new canvas](images/scm-001.png) + +9. We will add Supply Chain data to the canvas + + > Expand the SCM Dataset by clicking on the Triangle icon. Expand the Fiscal Data folder and locate Month Column.
+ + > Next locate Total Cost. While keeping the “CTRL ” key pressed drag and drop them on to the canvas.
+ + > Your canvas should look like the image on the right.
+ + ![2 images](images/scm-002.png) + + +10. Total cost has been varying over time. We need to understand what is causing the increase and decrease + + > Expand the Fiscal Data folder and locate Month Column.
+ + > Scroll down to locate Off Contract and Contract purchase columns.
+ + > While keeping the “CTRL ” key pressed drag and drop them on to the canvas under the existing chart.
+ + > Watch for the Green bar before you drop the columns.
+ + ![expand Fiscal Data folder ](images/scm-003.png) + +11. Change the visualization type + + > In the Properties panel in the center. Click on the inverted triangle ![inverted triangle](images/invtriangle.png) to expand the Analytics Type panel and choose Bar Type.
+ + ![Properties panel ](images/scm-004.png) + + > Move Contract Purchase from Color Section to Values section.
+ + ![Properties panel ](images/scm-005.png) + + +12. We need to understand what is causing the off contract purchasing. + + > Expand the Fiscal Data folder and locate Month Column.
+ + > Scroll down to locate Received Late Quantity columns.
+ + > While keeping the “CTRL ” key pressed drag and drop them on to the canvas under the existing chart.
+ + > Watch for the Green bar before you drop the columns.
+ + ![Fiscal Data folder ](images/scm-006.png) + + > In the Properties panel in the center. Click on the inverted triangle ![inverted triangle](images/invtriangle.png) to expand the Analytics Type panel and choose Bar Type.
+ + ![Properties panel](images/scm-007.png) + +13. Lets find out which supplier is responsible for the issue. + + > Locate supplier and drop it into the color section.
+ + > Next delete Fiscal Data (Month) column
+ + ![Supplier](images/scm-008.png) + + > In the Properties panel in the center. Click on the inverted triangle to expand the Analytics Type panel and choose Treemap Type.
+ + ![Properties panel](images/scm-009.png) + +14. Two suppliers are the cause of the issue. + + ![Analytics view](images/scm-009.png) + + +15. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! + + [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) ## Summary @@ -174,8 +338,12 @@ You discovered how effortlessly Fusion Analytics enables the creation of content **You have successfully completed the Activity!** +## Learn More + +* [Get Started with Oracle Fusion Data Intelligence](https://docs.oracle.com/en/cloud/saas/analytics/24r3/index.html) +* [Oracle Documentation](http://docs.oracle.com) ## Acknowledgements * **Author** - Sohel Jeelani, Analytics Solution Engineer, Advanced Technology Services * **Contributors** - -* **Last Updated By/Date** - Sohel Jeelani, September 2024 +* **Last Updated By/Date** - Sohel Jeelani, November 2024 diff --git a/apps-cloud-adventure-cio/05-analytics/images/analytics_objs1.png b/apps-cloud-adventure-cio/06-analytics/images/analytics_objs1.png 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apps-cloud-adventure-cio/06-analytics/images/scm-009.png diff --git a/apps-cloud-adventure-cio/06-analytics-scm/images/scm-010.png b/apps-cloud-adventure-cio/06-analytics/images/scm-010.png similarity index 100% rename from apps-cloud-adventure-cio/06-analytics-scm/images/scm-010.png rename to apps-cloud-adventure-cio/06-analytics/images/scm-010.png diff --git a/apps-cloud-adventure-cio/workshops/tenancy/manifest.json b/apps-cloud-adventure-cio/workshops/tenancy/manifest.json index d75cfe276..3ff678a0b 100644 --- a/apps-cloud-adventure-cio/workshops/tenancy/manifest.json +++ b/apps-cloud-adventure-cio/workshops/tenancy/manifest.json @@ -12,7 +12,7 @@ }, { "title": "Lab 2: Configure", - "filename": "../../02-configure-hcm/configure.md" + "filename": "../../02-configure/configure.md" }, { "title": "Lab 3: Extend", @@ -20,7 +20,7 @@ }, { "title": "Lab 4: Extend More", - "filename": "../../04-extend-scm-llm/extend-more-po.md" + "filename": "../../04-extend-more/extend-more.md" }, { "title": "Lab 5: Audit", @@ -29,9 +29,9 @@ { "title": "Lab 6: Analytics", - "filename": "../../06-analytics-hcm/analytics.md" + "filename": "../../06-analytics/analytics.md" }, - + { "title": "Need Help?", "description": "Solutions to Common Problems and Directions for Receiving Live Help",