Oracle Applications Release 11i: Workflow - Part 1 & 2

Oracle Applications Release 11i: Workflow - Part 1

Oracle Applications Release 11i: Workflow - Part 1 course introduces the learner to the architecture and advanced notification components of Oracle Workflow 2.5. In this course, the learner will gain an insight into the use of Workflow in business processes and methods for planning and creating a Workflow process. Oracle Workflow gives end users and technical personnel the ability to automate and continuously improve their business processes. Working on business processes are possible because Workflow routes information of any type, according to business rules, to people inside or outside an enterprise.

Learn To
• Identify the basic aspects of the Workflow architecture and the role of Workflow in business.
• Identify the steps used and the features of a typical Workflow process.
• Identify the features of the basic Workflow components and the notification system.
• Create a new Workflow process and identify the steps used to plan a Workflow process.
• Create the various attributes, lookup types, and lookup codes.
• Create messages and message attributes.
• Identify the parameters used in e-mail and Web page respond attributes.
• Identify the features, commands, and parameters used in a Selector/Callback function.
• Create a notification activity and set the dynamic priority and timeout for a notification.
• Create a function activity and the function activity attribute.
• Identify the various execution modes and the guidelines used for assigning a function cost.
• Create a new process activity.
• Identify the features of the forced synchronous and Master/Detail processes.
• Identify the methods used for handling a looping activity and an error in the process.
• Identify the features of the Block activity and CompleteActivity.
• Manage notifications by using the Web-based features of Workflow.
• Identify, display, define criteria, and create automatic notification processing rules.
• Generate and attach PL/SQL documents.
• Identify the features, and standard operations of document management integration.
• Sequence the steps to access and respond to notifications by implementing document management integration.
• Draw and modify Workflow process diagrams.
• Identify the guidelines to save, delete, and design a Workflow process definition.

Audience
This course targets the following audiences: MIS Personnel and Application Developers. Prerequisite knowledge of Introduction to Oracle: SQL and PL/SQL and knowledge of SQL and SQL*Plus is required.

Total Learning Time
6 to 8 hours

64102 Objectives

Unit 1: Oracle Workflow 2.5: An Introduction 1.5 - 2 hours
• Identify the important business requirements fulfilled by Oracle Workflow.
• Select the uses of Workflow in business.
• Select the uses of Workflow in e-business.
• Match the main platforms of the Workflow architecture with their functions.
• Match the components of Oracle Workflow with their functions.
• Identify the features of a typical Workflow process.
• Sequence the steps in an Expense Report Processing Workflow process.
• Sequence the steps in a New Hire Workflow process.
• Identify the functions of the Workflow Builder.
• Identify the functions of the Workflow Engine.
• Sequence the activities performed by the Workflow Engine in a Workflow process definition.
• Select the process constructs supported by the Workflow Engine.
• Identify the functions of the Workflow Definitions Loader.
• Match the Workflow Directory Service views with their definitions.
• Identify the features of the Workflow Monitor.
• Identify the functions performed by the Workflow Notification System.
• Match the fields of the Workflow Notifications Worklist Web page with their descriptions.
• Identify the features of the Notification Details Web page.
• Identify the features of e-mail notifications in Oracle Workflow.
• Select the features of the Workflow Notification Mailer.

Unit 2: Process Components 1.5 - 2 hours
• Match the components of a Workflow process with their descriptions.
• Sequence the steps used to plan a Workflow process.
• Create a new process by using the Quick Start Wizard.
• Sequence the steps for creating a new process from the bottom-up.
• Sequence the steps to create a new process by using the top-down approach.
• Identify the guidelines for using different activities in a process.
• Create an item type using the Edit menu in the Workflow Builder Navigator.
• Create an item type attribute by using the Workflow Builder Navigator.
• Create a document attribute by using the Workflow Builder Navigator.
• Create an URL attribute by using the Workflow Builder Navigator.
• Create a lookup type by using the Workflow Builder Navigator.
• Create a lookup code by using Workflow Builder Navigator.
• Create a message by using the Workflow Builder.
• Create the message attribute for a message by using the Workflow Builder Navigator.
• Set the respond attribute for a message by using the Workflow Builder Navigator.
• Identify the respond attribute properties in an e-mail notification.
• Match the response sections of the Web page with the attribute properties.
• Identify the features of an Item Type Selector Function.
• Identify the commands used to call Selector functions.
• Match a Selector/Callback function parameters with their definitions.
• Define a PL/SQL procedure by using the standard API.

Unit 3: Workflow Activities 1 - 2 hours
• Create a notification activity by using the Navigator Control Properties window.
• Create a Voting activity by using the Navigator Control Properties window.
• Match the different fields in the Details tabbed page with their definitions.
• Define dynamic priority attribute by using the Workflow Builder Navigator.
• Define timeout for a notification by using the Navigator Control Properties window.
• Match the post-notification function execution modes with their functions.
• Match the sections in the standard API with their features.
• Create a function activity by using the Navigator Control Properties window.
• Identify the guidelines for assigning a cost to a function activity.
• Identify the function activity execution modes.
• Create a function activity attribute by using the Navigator Control Properties window.
• Create a process activity in Oracle Workflow by using the Navigator Control Properties window.
• Identify the features of a forced synchronous process.
• Identify the restrictions to which forced synchronous process definitions must adhere.
• Identify the features of the Master/Detail relationship.
• Match the attributes of the Master/Detail coordination activity attributes with their descriptions.
• Identify the methods used to handle a looping activity.
• Select the components of the System: Error item type.
• Identify the guidelines for handling errors.
• Identify the features of a Block activity.
• Identify the features of the CompleteActivity function.

Unit 4: Handling Notifications 1 hour
• Access the links to the Web-based features of Workflow by using the Oracle Workflow home page.
• Respond to a notification by using the Notification Details Web page.
• Search for a specific set of notifications by using the Find Notifications Web page.
• Reassign notifications by using the Reassign Notification Web page.
• Set e-mail notification preference by using the User Preferences Web page.
• Respond to an e-mail notification by using e-mail.
• Sequence the steps to view a summary of e-mail notifications.
• Identify the functions of automatic notification processing.
• Identify the methods used to display the rules for automatic notification processing.
• Create an automatic notification processing rule by using the Create New Rule Web page.
• Generate PL/SQL documents by using procedures.
• Attach PL/SQL documents by using Workflow Builder.
• Select the functions of document management integration.
• Match the standard document management operations with their application.
• Sequence the steps to access a DM document sent by a notification.
• Sequence the steps to respond to a notification with a DM document.

Unit 5: Diagramming a Workflow Process 1 hour
• Select the different methods that can be used to display the process window.
• Identify the methods used to create a process node.
• Customize a node by using the property page of the node.
• Match the options in the Show Label In Designer menu with their functions.
• Select the characteristics of Workflow Builder display modes.
• Create a transition between two nodes by using Workflow Builder.
• Draw self-looping transitions by using Workflow Builder.
• Implement the default transition by using Workflow Builder.
• Implement the Any transition by using Workflow Builder.
• Identify the edits that you can perform on a transition.
• Match the Standard activities with their uses.
• Match the Standard lookup types with their lookup codes.
• Add the standard item type to an existing process definition by using Workflow Builder.
• Save a process definition by using Workflow Builder.
• Delete an item attribute by using Workflow Builder.
• Identify the features of top-down design in Oracle Workflow.
• Identify the validations that are performed when you use the Verify command.
• Specify activity attribute values by using the Node Attributes tab.
• Identify the guidelines for deleting item attributes.
• Identify the guidelines for saving process definitions.
• Identify the process definition review options of the Item Type Definition Web page.
• Find the version of the Oracle Workflow server by using the SQL script wfver.sql.

Oracle Applications Release 11i: Workflow - Part 2

Oracle Applications Release 11i: Workflow - Part 2 explains the administrative features of Oracle Workflow 2.
5.
Oracle Workflow 2.
5 is a stand-alone, complete management system that supports business process definition and automation.
The course explains the directory services in Workflow and the Workflow Engine.
In this course, the learner gains practical experience in monitoring a workflow process and also in setting up Oracle Workflow.

Learn To
• Identify the Directory Service views and their columns, identify the features of local tables and map the Directory Service views to Oracle applications.
• Set preferences in Global User Preferences and User Preferences Web page and select the features of ad hoc users and roles.
• Identify the function, activities, and features of the Workflow Engine and identify the steps to initiate a workflow process.
• Describe the features and functionality of the background Engine.
• List the features of advanced queue processing and identify the steps involved in Advanced Queue integration.
• Identify the components of Workflow Monitor.
• Match the fields of the Definition, Usage, and Status tabs of the detail tab window with the values they contain.
• Identify the fields of the Notifications tab and the Item tab of the detail tab window.
• Identify the different types of access to the Workflow Monitor and describe its functions like filtering activities, reviewing notifications and child/parent instances.
• Sequence the required steps to install Oracle Workflow standalone.
• List the optional setup steps possible in Oracle Workflow.
• Set up the access, protection and customization levels for Oracle Workflow.
• Identify the components of the Workflow server that are automatically set up, such as the demonstration processes, administration scripts and the Workflow tables.

Audience
This course targets the following audiences: Application Developers Consultants, Technical Support Professionals, System Analysts, System Administrators and Implementation Team.
Required prerequisite knowledge equivalent to Oracle Workflow CBT 1, Knowledge of SQL and PL/SQL, and Working knowledge of SQL*Plus.
Working experience with graphical user interfaces, knowledge of Internet browser software, and principles and customary practices of the business area.

Total Learning Time
6 to 8 hours

64105 Objectives

Unit 1: Overview of Workflow Directory Services 1 - 2 hours
• Identify the Oracle Workflow terms associated with the Workflow Directory Services.
• Identify the different directory service views.
• Match the columns in the WF_USERS view with the information that they contain.
• Identify the features of the WF_ROLES view.
• Match the columns in the WF_USER_ROLES view with the information that they contain.
• Identify the features of Oracle Workflow local tables.
• Identify the mappings of Oracle Workflow Directory Service views to Oracle Applications.
• Identify the view names and the sample directory service script names that use them.
• Override the global user preferences using the User Preference Web page.
• Select the features of ad hoc users and roles.

Unit 2: The Oracle Workflow Engine 1 - 2 hours
• Identify the functions of the Workflow Engine.
• Identify the steps involved in initiating a workflow process from an application.
• Identify the activities performed by the Workflow Engine upon starting a process.
• Match the activity statuses with their definitions.
• Identify the various situations in which the Workflow Engine is called.
• Match the different categories of Oracle Workflow APIs with their functions.
• Match the different Workflow Engine APIs that start or run a process with their functions.
• Match the different Workflow Engine APIs that communicate attribute information with the Workflow Engine with their functions.
• Match the different Workflow Engine APIs that communicate state changes to the Workflow Engine with their functions.
• Match the different Workflow Purge APIs with their functions.
• Select the functions that the Workflow directory and core APIs enable you to perform.
• Identify the actions that can be performed by using the Workflow notification and preference API.
• Identify the features of the background engine.
• Match the background engine parameters with their definitions.
• Identify the features of deferred processing in Oracle Workflow.
• Identify the features of timed-out notification activities.
• Sequence the activities performed by the Workflow Engine when an activity error occurs.
• Identify the features of advanced queues processing.
• Sequence the steps involved in workflow processing with advanced queue integration.

Unit 3: Monitoring Workflow Processes 2 hours
• Display the diagram of a subprocess in the process diagram window.
• Match the tabs of the detail tab window with their functions.
• Match the administration buttons of the Workflow Monitor with their behaviors.
• Match the fields of the Definition tab of the detail tab window with the values they contain.
• Match the fields of the Usage tab of the Workflow Monitor detail tab window with the values they contain.
• Match the fields of the Status tab with their values.
• Identify the information contained in the fields of the Notification tab in the detail tab window.
• Identify the information contained in the fields of the Item tab, which are common to all workflow processes.
• Match the Workflow Monitor APIs with their functions.
• Sequence the steps for a workflow-enabled application to control access to the Workflow Monitor.
• Connect directly to the Find Processes Web page of the Workflow Monitor.
• Query for a list of workflow processes by specifying search criteria in the Find Processes Web page fields.
• Choose a process link in the Process List window to display the Notifications List for that process.
• Match the components of the Notifications List Web page with their functions.
• Filter specific activities in the Activities List window.
• Match the columns of the Activities List Web page with their contents.

Unit 4: Setting Up Oracle Workflow Standalone 2 hours
• Identify the required steps for setting up Oracle Workflow Standalone.
• Set up global user preferences by using the Global Preferences Web page.
• Implement the Oracle Workflow Directory Services by executing the predefined SQL scripts.
• Match the columns of the WF_LANGUAGES view with their contents.
• Identify the features of the HTTP_PROXY environment variable.
• Select the features of the WF_RESOURCES environment variable.
• Execute the WFBKG.
SQL script file to set up a background Workflow Engine.
• Identify the optional steps for setting up Oracle Workflow Standalone.
• Create a new Document Management node by using the Document Nodes Web page.
• Match the required parameters of the wfmail.
cfg configuration file with the values they contain.
• Match the commands to start the Notification Mailer with their results.
• Match the Workflow System: Mailer message templates with their associated e-mail notifications.
• Sequence the steps to customize the Workflow Web page logo.
• Select the features of custom icons in Oracle Workflow.
• Identify the Access Protection features of Oracle Workflow.
• Modify the current access level in the Workflow Builder.
• Match the actions performed in the Access tab of an object's property page with the resulting protection level of the object.
• Identify the features of Oracle Workflow customization levels.
• Implement the Workflow access protection features.
• Match the modes of the Workflow Definitions Loader with their functions.
• Match the Workflow demonstration processes with the Workflow features that they illustrate.
• Identify the maintenance operations that the Workflow administration scripts enable you to perform.
• Match the Workflow server activity and item tables with their contents.
• Match the Workflow server local, notification, and routing tables with their contents.

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