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Showing posts with label Oracle OTM. Show all posts
Showing posts with label Oracle OTM. Show all posts

Monday, April 16, 2012

OTM User Favorites

Favorites are the records that you select to appear first in search results. You can define records from tables of order, shipment , locations etc,. You can edit , delete and also add new favorites to your preferences at any time. 


For example, you can select your most commonly used service providers to appear first in the search results of the Service Provider Manager. 


To Configure User Favorites, 
-> Navigate to Configuration and Administration > Preferences > User Favorites
-> Click on 'New Favorite'
-> Select the appropriate table name. For Eg: Location, Service Provider ID, etc,.
-> Enter the record value. For Eg: Location : Chennai
-> Click on Save button
-> Repeat the above steps to add multiple favorites
-> Finally click on 'Save Favorites' to save it to your preferences. 



Database Table names
-----------------------
User Favorites details are stored in 2 tables
1. USER_FAVORITE_TABLE
Contains the data of OTM User ID & Query TABLE names. 

2. USER_FAVORITE
Contains the data of OTM User ID - Query Table name - Favorite Value

For Example: If i set up a favorite location : Chennai
USER_FAVORITE will have below data
GL_USER_GID|QUERY_TABLE_GID|USER_FAVORITE_VALUE
D1.SAM|LOCATION|CHENNAI

& USER_FAVORITE_TABLE will have
GL_USER_GID|QUERY_TABLE_GID
D1.SAM|LOCATION

Thursday, March 8, 2012

OTM Auto-Complete Feature

OTM Provides a Auto Complete Feature which is very helpful while filling data into fields of OTM. It could while you are searching for something, or for adding new objects, this feature is very handy. 


To Enable this feature, you need to edit glog.web.properties file in your servers. It'll be located in <OTM_Installation_Path>/glog/config folder. 


Below are the 3 lines to be added

glog.ui.autocomplete=true
glog.ui.autocomplete.start=3
glog.ui.autocomplete.limit=5

First setting is to set the feature ON
Second setting defines, when to start showing the list of matching values. In the above example, the value is 3. So if you are entering Russia in a country field, when you finish 3 characters (Rus), OTM will show you Russia in the list. 
Third line (limit) defines how many matching records should be shown in the auto complete list. 

For eg: You are entering a user id - Johnston, and if there are 10 names starting with John, After you type 3 characters, instead of all matching records(10names), OTM will show only 5. You need to type more characters to see more refined list. 

Wednesday, March 7, 2012

OTM User Menu

Menu Manager lets you design the objects that appear on the navigation menu in OTM. There are public menus and you can also create custom menu. You can assign it to Domain, User or a Level. 


Creating a User Menu
--------------------
  • You can copy an existing menu and make modifications to it.
  • You can create a new menu from scratch.
      1. Navigate to Configuration and Administration > User Configuration > Menu Manager
      2. Click on 'New' Button
      3. Enter a unique 'User Menu ID'
      4. Click on the icon with text 'Top'. You can see a green '+' symbol
      5. After you click on '+', you can either choose 'Link' or 'Group'. Group is used to organize sub level menus. For eg: 'Manual Actions'. Its just a group inside you will assign those individual action links
      6. Select 'Link' and click 'Create'
      7. Enter a 'text' which has to appear to user & select one among the  4 options
        • External URL : You can enter any URL , like some website with Currency Exchange rates, or news sites, etc
        • Data Entry: You can enter any OTM URL, for eg: Add user, New Agent etc.,
        • Screen Set: You can assign an OTM Screen set
        • WorkSpace
      8. Click on Save
      9. Repeat the above steps to add Links/Groups as per your requirement. 
      10. You can click on any link and use the up/down arrow icons to change the position of a particular link. 
      11. Click on Finish to save the menu.
    Hiding Menu Objects
    ----------------------
    You have an option to hide Links in a User Menu. You can go ahead and delete them too , but if there are any links which you might require in future , hiding them is a better option.
    1. Navigate to Configuration and Administration > User Configuration > Menu Manager
    2. Search for the User Menu
    3. Select the 'User Menu' and click on 'Edit'
    4. Right click on the link/object and select 'Hide'. You can right click on any hidden object and select 'Show' to un-hide it. 
    5. An object/link would change to gray-italic once you hide it. 
    6. To delete an object, select it and click on the delete icon which appears in the end
    7. Click on 'Finish' to save the menu.
    Database Table names
    -----------------------
    USER_MENU_LAYOUT table will contain all data related to a menu. The layout of the menu is saved in a CLOB format in USER_MENU_LAYOUT_XML column. USER_MENU_LAYOUT_GID is the primary key for this table. 

                Tuesday, February 28, 2012

                OTM - Login Remember

                OTM does provide an option to enable 'Remember password' option with which users can save user id and password on the OTM login page. 


                To Enable this feature, modify the file glog.webserver.properties in webserver. 
                File is available at folder <OTM_installation_path>/glog/config/


                Change the below to property to disable
                glog.webserver.login.remember=false
                and to enable
                glog.webserver.login.remember=true


                Application need  to be restarted/bounced for these changes to take effect. 


                When the feature is enabled, you will see a 'Remember Me' check box. Once you select it and login , user id/password will be auto filled every time login page is accessed. 




                After you logout, if you select 'Login as a different user' , OTM will take you to login page and the saved password details will be erased. 

                OTM Business Monitor



                The Business Monitor is designed to monitor business objects like Purchase orders, shipments etc., 
                You can launch it by clicking on 'b' icon after logging into OTM. 


                Creating a Business Monitor:
                ----------------------------
                Assuming that saved queries and screensets are already created, lets see how to create a BM.

                1. Navigate to Configuration and Administration -> Preferences -> Manager Business Monitors
                2. Click on 'New' Button
                3. Enter the follow details 
                  • Business Monitor ID* : Unique ID to identify a BM
                  • Refresh Interval (in Minutes)*: Enter the frequency of BM Refresh
                  • Domain Name: Choose it from drop down button
                4. Enter the Sequence, Query Id (OrderBase/OrderRelease/etc), Saved Query Id, Screen Set ID (Data will be opened in this screen set). Click on save button
                5. Repeat step 4 to enter all Saved queries & relevant screensets. 
                6. Click on Finish to save the BM setup data. 
                Assigning BM to a user:
                ------------------------
                After BM is created, it can be linked to a user preference, than that preference can be assigned to a user or a role. 
                1. Navigate to Configuration and Administration -> Preferences -> User Preference
                2. Search for the User Preference you want to attach the BM
                3. Click on the Edit
                4. Select 'Business Monitor' from the Name and choose the BM id under the 'Value' drop down list. 
                5. Click on Finished.

                Database table names:
                ---------------------
                Table : BUSINESS_MONITOR
                Stores the Business Monitors defined by users
                (BUSINESS_MONITOR_GID is the primary key)


                Table : BUSINESS_MONITOR_D
                Stores the Saved Query, Screenset details of a particular Business Monitor ID
                (Columns: BUSINESS_MONITOR_GID, SEQUENCE form the composite Primary key for this table) 


                Disable/Enable Business Monitor Auto Refresh:
                ---------------------------------------------
                We have an option to Enable or Disable the business Monitor. 


                When creating a Business Monitor, we can specify the refresh interval. If your BM has too many saved queries which results in lot of data, Auto Refresh could be a disadvantage for the application. For every refresh interval, it has to run all the saved queries, get their counts and display it. This will be a lot of load on the database. 
                Disabling Business Monitor Auto Refresh is a very common activity done to improve the database performance. 


                To Disable/Enable Auto Refresh of Business Monitor, you need to edit glog.properties file in your app/webservers. File is available at <OTM_path>/glog/config/glog.properties
                Eg: /appl/otm/v55/glog/config/glog.properties


                To disable, change the below setting to
                glog.webserver.businessMonitor.autoRefresh=false
                To Enable
                glog.webserver.businessMonitor.autoRefresh=true


                You will have to restart/bounce your application for these changes to take effect. 



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