3-6 Administrators Guide for Oracle Application Adapters for Oracle Enterprise Content Management
2. Click Domain Status under the Administration section. The Domain Status page
displays.
3. Under Domains, verify that the domain status is listed as Active next to the Oracle
PeopleSoft Server. If not, select Active from the Domain Status field and click Update
.
3.2.3 Configuring AXF Access For Oracle PeopleSoft Users
Follow the steps in these sections to grant AXF access to Oracle PeopleSoft users:
■
Section 3.2.3.1, Verifying the AXF_ROLE for Oracle PeopleSoft Users
■
Section 3.2.3.2, Assigning Users the AXF_ROLE
3.2.3.1 Verifying the AXF_ROLE for Oracle PeopleSoft Users
During Oracle PeopleSoft project import, the AXF_ROLE is automatically configured. Follow these steps to verify that appropriate Oracle PeopleSoft users have access to
AXF functionality. If needed, follow the steps listed to manually add the AXF_ROLE and permissions to Oracle PeopleSoft.
1. In Oracle PeopleSoft Server, open PeopleTools, then Security, then Permissions
Roles . The Permissions Roles menu expands to show available options.
2. Click Roles. The Roles page displays. The AXF_ROLE should be displayed. If it is
not, follow the steps below to add it.
Manually Adding the AXF_ROLE to Oracle PeopleSoft Follow these steps only if the AXF_ROLE was not successfully verified in the previous
section.
1. Click the Add a New Value tab.
2. Enter AXF_ROLE in the Role Name field and click Add. The Role Name field is
cleared and the AXF_ROLE is added. Enter a description if needed and click Save. 3.
Click Roles. Click the Find an Existing Value tab and find AXF_ROLE from the listing of available roles. Click AXF_ROLE, and its details are displayed.
4. Click the Permission Lists tab, enter AXF_PERMS in the Permission List field, and
click Save.
3.2.3.2 Assigning Users the AXF_ROLE
After creating the AXF_ROLE in Oracle PeopleSoft, follow these steps to assign the role to all users that require access to AXF functionality.
1. In Oracle PeopleSoft Server, open PeopleTools, then Security, then User Profiles.
The User Profiles menu expands to show available options.
2. Click User Profiles. The User Profiles page displays.
3. Select the criteria by which to search, enter it in the search field, and click Search.
A listing of users displays.
Note: You must assign the AXF_ROLE in Oracle PeopleSoft to all
users needing access to AXF functionality for AXF calls to process correctly from Oracle PeopleSoft.
Configuring the Oracle PeopleSoft Suite Plug-In 3-7
4.
Click the user to which to assign the role. A detailed page of user information displays.
5. Click the Roles tab. A listing of roles assigned to the user displays.
6.
Enter AXF_ROLE in a blank field clicking the + icon to create a blank row if needed, or click the magnifying glass icon to search for the role.
7. Click Save. The user can now access AXF functionality on Oracle PeopleSoft
pages.
3.3 Placing AXF Components on Oracle PeopleSoft Pages
You configure AXF components on Oracle PeopleSoft pages using the Oracle PeopleSoft Application Designer and the AXF tables in Oracle PeopleSoft.
Determining Primary Keys for Oracle PeopleSoft Screens If needed, follow these steps to determine the primary keys for specific Oracle
PeopleSoft screens.
1.
In the Oracle PeopleSoft application, navigate to the page to enable.
2. Press Ctrl+J. In the info page, note the Page and Component entries for the
selected screen.
3. In the Application Designer, select FileOpen and choose Page from the Definition
field.
4. In the Name field, enter the page name you noted in step 2 and click Open.
5. Select the Order tab at the top.
6.
From the set of fields listed, identify the field that is the most likely unique ID for example, VOUCHER_ID for Invoice Entry and note the record name.
7. From the Insert menu, choose the Definitions into Project command, and select
Records
from the Definition Type field.
8. In the Name field, enter the record name you noted in step 6 and click Insert.
9. Select the record in the list and click Insert. The record is inserted into the Project
Tree on the left.
10.
Expand the Records tree on the left, then expand the record you added. The primary keys are listed at the top, with a gold key icon to the left of the key name.
Note the primary keys.
Sample Primary Keys Table 3–1
Sample Primary Keys Screen
Page Name Record Name
Primary Key
Maintenance Management Work Order Management Work Order
WM_WO_HDR WM_WO_HDR
BUSINESS_UNIT Maintenance Management Work
Order Management Work Order WM_WO_HDR
WM_WO_HDR WO_ID
Asset Management Asset Transactions Owned Assets
ASSET_GENERAL_01 ASSET
BUSINESS_UNIT
