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

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. 

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. 

OTM User Preference

OTM User Preference is a combination of different preferences and settings for a user or a user role or an entire domain. 


To Create a User Preference:

1. Navigate to Configuration and Administration > Preferences > User Preferences
2. Click on 'New' Button
3. Enter a unique User Preference ID
4. Choose the appropriate domain
5. Choose a preference name from the drop down list and its value. click on save button
6. Repeat step 5 to set up different types of preferences.

Commonly used preference settings:

Name	Details	Values	Default
Ask OTM State	Controls the display of Ask OTM wizard tool bar	Show or Hide	Show
Business Monitor	Defines which BM should be visible for a user	Valid Business Monitors available	None
Country	Related to language settings	Canada, China, France, Germany, GB, Italy , USA etc	United States
Currency	Unit of Currency	Around 75 currencies	USD
Date Format	Defines how the date should appear to the user	Various options
Day-of-Week Start	The day to be considered as the start of the week	Sunday or Monday	Sunday
Distance	The unit of measure for distance data.	Miles, Nautical Miles, KMs	Miles
Duration	The unit of time measurement	Seconds, Minutes, Hours, Days, Weeks	Hours
Length	The Unit of measure for lengths	Centimetres, Inches, Feet, yards, Meters	Feet
Finder Click Action	Controls how to open objects when selected from search results	Always open in same window Always open in new window Replace current window	Replace Current Window
Finder Page size	Controls the max no. records appear per page on a screen set results tab	Optimal is between 25 and 100	25
Language	Language of the application labels, screens etc	Chinese, English, French, German, Italian etc	English
Results Query Line State	Controls the display of query section that appears by default at the bottom of every results page	Hidden Visible	Visible
Speed	The unit of measure for distance/time	Miles per Hour Kilometres per Hour	Miles per hour
Stylesheet Location	This is for branding purposes. We can specify a location from which webserver has to pick style sheets.	Value representing the location.	Default
Temperature	The scale of measurement for temperature	Fahrenheit , Kelvin, Celsius	Fahrenheit
Time Format	The format of time	hh:mm a z: 11:59 p.m. EST hh:mm a: 11:59 p.m. hh:mm: 23:59 hh:mm z: 23:59 EST	hh:mm a z: 11:59 p.m. EST
Time Zone	Time Zone used to calculate time records	World Time Zones	EST
Volume	The unit of measure for volume.	Cubic Feet Litres Cubic Meters Gallons Canadian Gallon Cubic Yards Cubic Inches	Cubic Feet
Weight	The unit of measure for weight.	Pound Kilogram Metric Ton Ton Kilopound	Pound

Database Table Names:

------------------------

USER_PREFERENCE table stores the data of all user preferences

USER_PREFERENCE_D table stores the individual preference details of each User Preference. 

For Eg: If we create a User Preference TEST_PREF with 2 settings

Volume - Litres

Language - French

USER_PREFERENCE will contain a single record for TEST_PREF details

where as USER_PREFERENCE_D will have 2 records

TEST_PREF | Volume | Litres

TEST_PREF | Language | French

OTM User Role

User Role controls the data visibility via a Virtual Private Database (VDP). Once a user role is been created it can be assigned to OTM Users. 


Creating a User Role:

1. Navigate to Configuration & Administration -> User Management -> User Role
2. Click on 'New'
• Enter a User Role ID
• Select the User Level
• Select domain name from the drop down list
• Select 'Data Source Profile ID'
• Select the VPD Profile & VPD Context
• Click on Finished

User Role can be assigned while creating a user. 


Database Tables:
User Role are stored in table USER_ROLE

User Management

User Management is an important part in OTM Setup. 


Below are the list of setup's required as part of User Management. 
1. VPD Contexts
2. VPD Profile
3. User Role
4. User Preferences
5. User Menu
6. Creating Users
7. Assigning Preferences & Menus to users. 


VPD stands for Virtual private database. These are used to restrict the user access to a particular section of the actual database. Many VPD contexts and profiles can be created based on the business requirement. 
For Eg: A Logistics Manager should be able to view all orders where as a merchandiser should be able to see only orders with Destination Country 'USA'. 


User role can be created by linking the VPD Context and Profile to it. 


User Preferences can be created an linked to a individual user or a user role. Preferences usually contain the options like Business Monitor, Date format, language, etc.,


User Menu's can be created by the admin and assign to a user based on the requirement. 


We'll look into each module separately in subsequent posts. 

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. 

Oracle Transportation Management

Oracle Transportation Management delivers robust transportation planning and execution capabilities to shippers and third party logistics providers. It integrates and streamlines transportation planning, execution, freight payment, and business process automation on a single application across all modes of transportation, from full truckload to complex multileg air, ocean, and rail shipments.


Oracle Transportation Management lowers transportation costs, improves customer service and asset utilization, and provides flexible, global fulfillment options.


Regardless of the size or volume of your business, Oracle Transportation Management delivers the capabilities you need in an open, standards-based architecture that allows you to start with a single component or a mix of components. It also provides the flexibility to grow easily, without installing or reinstalling added functionality.


Oracle Transportation Management can be used with an enterprise resource planning or legacy order management system, as well as any commercial best-of-breed or legacy warehouse management system.


Oracle Transportation Management integrates with Oracle E-Business suite, Oracle Order Management, JD Edwards Enterprise One, Siebel CRM and Oracle Warehouse Management.


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