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108980 - JD Edwards EnterpriseOne 9.

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Interactive Runtime Changes: Caf One
Chris Walsh
Director JD Edwards EnterpriseOne Tools Product Strategy

Collaborate 2013 - JD Edwards EnterpriseOne


Hands on Lab Workshop

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Table of Contents
108980 - JD Edwards EnterpriseOne 9.1 Caf One .......................................................................... 4
Create an Initial Publication List ............................................................................................... 6
Define Common URL Resource Media Object Queue.............................................................. 6
Enable Application for Private Generic URL ............................................................................ 7
Create Static Generic URL Layout ............................................................................................ 8
Minimize/Maximize Layout .................................................................................................... 12
Create Context Sensitive Generic URL Layout ....................................................................... 14
Define Conditional Generic URL Link.................................................................................... 18
Add a Second Layout ............................................................................................................... 22
Adding a BI Connection Soft Code Record ............................................................................. 27
Create OBIEE Content Frame ................................................................................................. 29
Additional Content Ideas ......................................................................................................... 31

108980 - JD Edwards EnterpriseOne 9.1 Caf One


Objective: Demonstrate the flexibility and ease of use of the
Composite Application Framework for EnterpriseOne 9.1.

60 minutes

Overview
User Interface enhancements to continue to support web 2.0 functionality; Marketing features that
make EnterpriseOne rock

In this exercise you will:

Learn How to Use Composite Application Framework (Caf 1) / E1 Layouts

Create an Initial Publication List

Define Common URL Resource Media Object Queue

Create Static Generic URL Layout

Minimize/Maximize Layouts

Create Context Sensitive Generic URL Layout

Define Conditional Generic URL Link

Add a Second Layout

Add a BI Connection Soft Code Record

Create OBIEE Content Frame

Additional Content Ideas

Assumptions

Oracle Database is up and running

JDE E1 Enterprise Services are running

WebLogic (Admin Server) Service is running

EnterpriseOne HTML Server is running

Able to successfully log into JDE E1 via an HTML Client

Tasks
Create an Initial Publication List
1. Sign on to the EnterpriseOne HTML client using the assigned Username and Password
Username: TRAIN**
Password: TRAIN**
2. Start the Publication List application via fast path P952336 and clicking the go arrow button
3. On the Work with Publication Lists form, click the
publication list.

Add button to create a new record and add to the

4. Enter the following information into the Publication Lists and Members form and the assigned User ID
into the Publication Target column of the grid and click the
Save button.
Field

Value

Publication List

Train** (where ** is the user number)

Publication Description

Generic URL List for TRAIN**

Publication Target

TRAIN** (where ** is the user number)

Find button to make sure the new list is


5. Back at the Work with Publication Lists form, click the
created successfully. When verified, click the
Close button.

Define Common URL Resource Media Object Queue


Media Object Queues can now be utilized for pre-defined Composite Application Framework destination
URLs.
1. Start the Media Object Queue application via fast path P98MOQUE and clicking the go arrow button
.

2. Click the

Add button to create a new media object queue record.

3. Enter the following values and click the Save

button.

Field

Value

Queue Name

Video_TRAIN***

Queue Path On-Line

http://192.168.1.16/CafeOneAutoVue.html

Type

10 - RAIF URL Template

(Where *** is the user ID number)

NOTE: The Queue Name field will transfer to the name of the Tab
within the Related Information pane.
NOTE: The URL must is available for copy from a text file in a folder
(Generic URL) on the desktop of the training environment.
NOTE: The URL must start with either an http or https URL.
4. Exit out of the Media Object Queue application and sign out of EnterpriseOne.

Enable Application for Private Generic URL


1. Start the Related Information application via fast path P952332 and clicking the go arrow button

2. Click the
Add button to create a new record and enable an application form to be available in
Related Information framework.

3. Enter the following information into the form and click the
Field

Value

Environment

JDV910

Product Type

GENERICURL

User

TRAIN** (where ** is the user number)

Form Name

W01012A

Version

*ALL

Scope

Create Composite Application Layouts


and Content

Publish Option

Do not allow user to publish URL


content

Save button.

NOTE: This combination will allow the users to create layouts and content, but not impact the other
users on the system.

4. Back on the Work with Related Information form, click the


Close button.
record. When verified, click the

Find button to make sure there is a new

5. Sign out of the EnterpriseOne HTML Client in order for the change to take effect.

Create Static Generic URL Layout


1. Sign back into the JD Edwards EnterpriseOne HTML Client as the JDE user.
2. Start the Address Book application via fast path P01012 and clicking the go arrow button.
3. On the Work with Addresses form, place a value in the Search Type field ('C'), and then click the
Find button to locate all the existing address book records.

4. Place a check mark in front of any record and then click the

Select button.

5. Notice the new drop down box in the upper right-hand corner of the form called Layouts. It has only
been enabled for the JDE user on this form (W01012A). Right now it says (No Layout) because there
are no available layouts created for this application/form. Also there is a new option under the
Personalization menu, select Edit Current Page.

6. This will start the edit mode for the personalization bar that will take over the upper navigation bar.
From here, layouts can be created, opened, and edited. Click on

link.

7. A new pane will open up. There are two options for adding content as a frame URL or OBIEE.
Click on the icon for URL, and drag it location on the workspace as a new frame and add related
information for a generic URL link.
NOTE: The frame size and location are completely adjustable.

8. Using the drop down arrow on the URL field, select MAP

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9. The selection from the drop-down should remove the URL field and auto-populate the other required
fields from the definition of the Media Object Queue record created in previous steps. For now, just
leave the remaining option Description as Map to Google Maps, and click the Save
the pane.

button within

10. When it is done saving, it will return with the zip code (80111) centered within Google Maps. Click
the

link on the personalization edit mode frame.

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11. Enter a custom layout name that includes the user ID (ex. TRAIN** Layout1) and click the

12. When finished, click the

button

link on the personalization edit bar.

13. Every time the same user runs the application, it will automatically run with this frame enabled and in
this location.

Minimize/Maximize Layout
1. If not already done so, sign into the JD Edwards EnterpriseOne HTML Client, return to the application
(P01012), and select a record.
2. The layout can be temporarily minimized to reclaim real estate space. Click on the

in the upper

right hand corner of the frame.

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3. Notice the space is reclaimed and appears on the right as a minimized button. Click anywhere on the
button to make the frame come back.

4. To maximize or open in another browser tab the contents of the frame, click on the
upper right hand corner of the frame.

button in the

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5. The URL should popup in another tab of the running browser.

Create Context Sensitive Generic URL Layout


With the Related Application Information Framework confirmed to be working, it is now time to
leverage data in the forms to dynamically alter the content provided
1. If not already done so, sign into the JD Edwards EnterpriseOne HTML Client.
2. Start the Address Book application via fast path P01012 and clicking the go arrow button.
3. On the Work with Addresses form, place a value in the Search Type field ('E'), and then click the
Find button to locate all the existing address book records and then click the

Select button.

4. The Address Book detail should show up with Google Maps in the related information frame. From the
Personalization dropdown menu, select Edit Current Page.

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5. Click on the Inspect Link


properties.

button in the upper left hand corner of the pane to get back to the link

6. On inspection, the previously available fields will be disabled. Click on the Edit
left hand part of the pane to modify and link parameters.

button in the upper

7. Change the Type of Link from Static to Dynamic

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8. Once checked, there will be customized option parameters activated below. Locate the parameter for
the zip code (q) and select from the drop configure down box is mapped to.

9. Once the configuration type is changed, the Parameter Value column will be changed from 80111 to
click any control on the form, which means that the application is waiting for a field to be selected on
the application. Valid fields within the form will now be marked with an orange symbol on the right
side of the field. Within the Address Book Revision form, change the tab to 2-Mailing and select the
Postal Code field.
NOTE: Make sure that the field being tied to is not EMPTY of data, data privacy, masking or wild
card.

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10. The parameter for the q field will change to reflect the data dictionary item for the field that has been
selected (ADDZ in this case). Click the Save

button when finished.

11. The application should reload with the current address books postal code as its map centralized. Click
the

link on the personalization edit mode frame.

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Define Conditional Generic URL Link


It is now time to leverage data in the forms to dynamically alter the content provided. This use case will
examine the effectiveness of preventing the URL for particular data values.
1. If not already done so, sign into the JDEdwards EnterpriseOne HTML Client.
2. Start the Address Book application via fast path P01012 and clicking the go arrow button.
3. On the Work with Addresses form, place a value in the Search Type field ('E'), and then click the
Find button to locate all the existing address book records, place a checkmark in front of any record
and then click the

Select button.

4. The Address Book detail should show up with Google Maps in the related information frame. From the
Personalization dropdown menu, select Edit Current Page.

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5. Click on the Inspect Link


properties.

button in the upper left hand corner of the pane to get back to the link

12. On inspection, the previously available fields will be disabled. Click on the Edit
left hand part of the pane to modify and link parameters.

button in the upper

6. Change the "When to See" from Always to Sometimes


NOTE: The existing frame might need to be widened or scrolled to in order to see the When Do
options.

7. Once selected, click the

icon to define which field will be used for the conditional.

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8. In this conditional field selection mode, valid fields within the form will now be marked with an green
symbol on the right side of the field. Within the Address Book Revision form, change the tab to 2Mailing and select the State field.
NOTE: Make sure that the field being tied to is not EMPTY of data, data privacy, masking or wild
card.

9. The data item should now be listed as a condition. Click the Save

button when finished.

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10. Save

the change to the Related Information pane.

11. The application should reload with the current address books postal code as its map centralized
because it meets the conditional criteria. Now click the forward to the next record
button on the
application toolbar.

12. The next address book record, not meeting the conditional criteria, should make the map tab in the
frame disappear, returning the pane back to it's original available but undefined state.

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Add a Second Layout


1. If not already done so, sign into the JD Edwards EnterpriseOne HTML Client.
2. Start the Address Book application via fast path P01012 and clicking the go arrow button.
3. On the Work with Addresses form, place a value in the Search Type field ('E'), and then click the
Find button to locate all the existing address book records.
Select button.
4. Place a check mark in front of any record and then click the
5. Select Edit Current Page from the Personalization menu.

6. In the edit mode for the personalization bar, click on

link.

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7. Again, click on the icon for URL, and drag it location on the workspace as a new frame and add related
information for a generic URL link, placing the new frame directly below the first created layout.

8. In the new frame, enter the following values and click the Save

button within the pane.

Field

Value

Name

Weather

Description

Link to Weather URL

URL

http://www.weather.com/weather/local/80111

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9. When it is done saving, click the

link on the personalization edit mode frame.

10. Enter a custom layout name that includes the user ID (ex. TRAIN** Layout2) and click the
button

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11. When finished, click the

link on the personalization edit bar.

12. Every time the same user runs the application, it will automatically run with this frame enabled and in
this location. Spend some time manipulating the two frames. Minimize the second (new) frame by
clicking on the Minimize button in the upper right hand corner of the new frame.

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13. The second frame will minimize just as done before, re-maximizing the first frame. Minimize the first
frame as well by clicking on the Minimize button in the upper right corner of that frame.

14. The frames will both show minimized, adjusting position for the order previously shown as maximized.
Restore those frames by clicking on the tabs for them.

15. The layouts can also be switched between. From the layout dropdown, select the first created layout.

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16. The page will restore to just having only the first frame available.

Adding a BI Connection Soft Code Record


With a valid internet connection, setup the soft code template to connect to a valid external OBIEE
environment.
1. If not already done so, sign into the JD Edwards EnterpriseOne HTML Client.

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2. Start the Web Service Soft Coding Records application via fast path P954000 and clicking the go arrow
button.
3. Add a new record by clicking the Add

button.

4. On the Add Web Service Coding Record, enter the following values into the fields provided.
Field

Value

User / Role

TRAIN** (Where ** is the user number)

Environment Name

JDV910

Template Name

BI CONNECTION (use visual assist)

Then to populate the rest, click on the


button. The remaining fields will
automatically populate.
Change the endpoint URL to match the destination provided and the
_||_BI_PASSWORD_||_ Mask Field Value. And then click the Save
button
Field

Value

Endpoint

unit0269.oracleads.com

_||_BI_PASSWORD_||_

Admin123

<webservice>
<endpoint>http://unit0269.oracleads.com/analytics/saw.dll?SoapImpl=</endpoint>
<username>Administrator</username>
<password>_||_BI_PASSWORD_||_</password>
<properties>
<property><name>root catalog</name><value>/</value></property>
</properties>
</webservice>

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Create OBIEE Content Frame


With a valid internet connection, connect the training environment to a working external OBIEE
environment.
1. If not already done so, sign into the JD Edwards EnterpriseOne HTML Client.
2. Start the Address Book application via fast path P01012 and clicking the go arrow button.
3. On the Work with Addresses form, place a value in the Search Type field ('C'), and then click the
Find button to locate all the existing address book records, and select any record and then click the
Select button.
4. Make sure that the Layout selection dropdown in the Personalization Edit frame is set to (Add New
Layout), and then click on

link.

5. This time select OBIEE icon, and drag it to a spot on the application.

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6. The system will automatically connect to the OBIEE server and list all available components under the
Context Root. Select the Shared Folders AR DSO and AR Balance Trend

7. The link should be listed under the title and description in the related information frame. Click the
OK button to save.

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8. Now the OBIEE component should be available for all address book detail records.

Additional Content Ideas


Here are some additional examples to experiment with the Related Information frame with a valid internet
connection.
NOTE: Each of these URLs are also listed and contained in the "Generic URL Examples" text file on
the Generic URL folder on the Desktop for the Administrator user on the training environment
1. Mail service (replace sub path in the middle)
http://www.yellowpages.com/80111/Mail-Shipping-Services
2. UPS (replace parameter value)
http://trkcnfrm1.smi.usps.com/PTSInternetWeb/InterLabelInquiry.do?origTrackNum=91011501347119
80436060

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3. Realty (replace the file name in the last sub path)


http://www.greatrealtyusa.com/prices/zip/80111.htm
4. Income Tax Rate by Zip Code
http://www.melissadata.com/Lookups/TaxZip.asp?Zip=80111
5. MCDC Demographic Profile
http://mcdc2.missouri.edu/cgibin/broker?_PROGRAM=websas.dp3_2kt.sas&_SERVICE=sasapp&zi=80111
6. US Census - Demographic Profile
http://factfinder.census.gov/servlet/SAFFFacts?_event=Search&_zip=80111&_lang=en&_sse=on&pctx
t=fph&pgsl=010&show_2003_tab=&redirect=Y
7. Unemployment rate by area
http://www.melissadata.com/lookups/bls.asp?Zip=80111
8. Public School Search by Zip Code
http://nces.ed.gov/ccd/schooLSearch/school_list.asp?Search=1&InstName=&SchoolID=&Address=&C
ity=&State=&Zip=80111&Miles=20&County=&PhoneAreaCode=&Phone=&DistrictName=&DistrictI
D=&SchoolType=1&SchoolType=2&SchoolType=3&SchoolType=4&SpecificSchlTypes=all&IncGra
de=-1&LoGrade=-1&HiGrade=-1
9. Embedded WebCenter group space requires Oracle WebCenter
http://webcenter_server.oracle.com:7777/webcenter/faces/oracle/webcenter/page/scopedMD/sfd3b6450
_36de_4a1b_869d_18b1dd5faaf1/COIHome.jspx?_adf.ctrlstate=1wz3vbvhb_165&wc.contextURL=%2Fspaces%2Fwal_mart_space

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