Custom Status Codes in Event Page - Setup

We may need to add some custom events/reasons while configuring OTM.
Sometimes its very confusing to setup several statuses their profiles, along with reason codes and profiles, etc.

Hope this helps

CSV Import Using CSVUTIL utility

In my previous post, we've seen how to import an individual CSV to insert/update/delete records of one table. But when we need to upload data into several tables and doing it one by one can be very very time consuming. Luckily, OTM gives us an utility with which we can import more than one CSV file.

Let’s take a scenario of creating a CONTACT and assign it to an existing contact group.

1. Prepare a CSV file for CONTACT Table

2. Prepare a CSV for CONTACT_GROUP Table

3. Open a notepad and write the below commands

-dataFileName CONTACT.CSV -command i

-dataFileName CONTACT_GROUP.CSV -command i

4. Save the file as csvutil.ctl

List the CSV files in the order they should be uploaded.

In this case, first Contact needs to be created & then assigned to a group.

5. Create a zip file with 3 files (CONTACT.CSV, CONTACT_GROUP.CSV, csvutil.ctl)

6. Navigate to Business Process Automation -> Integration -> Integration manager -> Upload a CSV/XML Transmission

7. Upload the zip file

8. If there are no errors OTM returns a log file.

Importing CSV files into OTM

OTM requires lot of data to model your business. During Implementation, you may require to import lot of static data like
-> Locations
-> Service Providers
-> Items
-> Contacts, etc

Instead of entering manually on OTM web pages, importing static data in CSV format is a better option. Because with CSV you can import large amounts of data very quickly.

Important Note: 
1. When you import the data via CSV, OTM inserts it directly into the database without calling any events or setting any statuses.
2. Also OTM changes the data into UPPER case , where as this doesn't happen during the data via integration.
3. Use a text editor or Ms-excel with extreme care. 
4. Try to skip optional columns.

Format of the CSV file:
1. First line of the file must state the table name in which the data goes to.
2. Second line must contain the list of column names separated with a comma
3. Third line may contain a SQL command to execture. [Eg: Alter session]
4. Fourth Line onwards, it should be data which is to be inserted into the table.

Example of Location CSV:

Data Import Order
A single CSV file can load the data of only one table. Hence, you must first load the data of master tables and then the child tables which use foreign keys.

Steps to Import
1. Navigate to Business Process Automation -> Integration -> Integration Manager
2. Select 'Upload an XML/CSV Transmission'
3. Click on browser and select the csv file which needs to be uploaded.
4. Choose one of the below command and click on Run button
i - insert CSV data into database
u - update the data in the database
d - delete the data from database
ii,uu,dd - suppressing error messages for corresponding commands and continue with next record.
iu - attempts to insert the data. If record exists, updates the data.
5. Make Sure that the error count is 0 and the process count is the number of records you are expecting. 




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CSV Export from OTM

There will be several occasions when you might have to export the data from OTM.

Look at the steps to follow for exporting CSV Data.

1.Navigate to Business Process Automation -> Data Export -> CSV Export

2.OTM asks what you want to export

exportWhat	You can select either exportTable – One table at a time exportTableSet – All tables in a table set exportQueryResults – All records in a SQL Query
outputDestination	You can export to Browser A remote OTM instance A file on your OTM Server
runInBackground	If you select ‘Yes’, this process will run in background and then output will be emailed to you. For that in 2nd step you need to provide your email address and SMTP host.
useSelectList	If you select ‘Yes’, you will be able to select specific records which you want to export.

3. Click on Run Button

4. Assuming that you selected ‘exportTable’, you can select a table from the drop down list.

5. Optionally you can write a condition. [No Need to use ‘where’; For eg: domain_name = ‘ABC’. ]

6. Click on Run & Copy the records into Notepad which are available in comma separated format.

7. Save the notepad with CSV extension. 

OTM Data Dictionary

OTM Data Dictionary has the list of all OTM database tables and their columns, foreign key references etc,

Data Dictionary can be opened with <OTM_Installation_Directory>/apache/htdocs/html/data_dict/index.html

Below diagram show the various sections of Data Dictionary.

I opened OB_REFNUM table & can see that there is a composite primary key for this table. Also 2 columns are referring to OB_ORDER_BASE & OB_REFNUM_QUAL tables. 

OTM Certification

Oracle Transportation Management 6 Certified Implementation Specialist

The Oracle Transportation Management 6 Essentials (1Z0-578) exam is designed for individuals who possess a strong foundation and expertise in selling or implementing Oracle Transportation Management solutions.

More Information at http://education.oracle.com/pls/web_prod-plq-dad/db_pages.getpage?page_id=41&p_exam_id=1Z0_578

Exam Topics 

#	Name	Objectives	Level
1	OTM Core Functionality(20hrs)	Articulate OTM's Functional capabilities	Learner
1	OTM Core Functionality(20hrs)	Articulate Domain Architecture and standard models	Learner
1	OTM Core Functionality(20hrs)	Configure Domain Security	Practitioner
1	OTM Core Functionality(20hrs)	Articulate the primary User Interface (UI) conventions	Learner
1	OTM Core Functionality(20hrs)	Configure Users, User Roles, and User Preferences	Practitioner
1	OTM Core Functionality(20hrs)	Configure Locations, Calendars, and Contacts	Practitioner
1	OTM Core Functionality(20hrs)	Describe Locations, Calendars, and Contacts	Learner
1	OTM Core Functionality(20hrs)	Configure Service Providers and Rates components	Practitioner
1	OTM Core Functionality(20hrs)	Describe Service Providers and Rates components	Learner
1	OTM Core Functionality(20hrs)	Configure Itineraries, Items, and Equipment	Practitioner
1	OTM Core Functionality(20hrs)	Describe Itineraries, Items, and Equipment	Learner
1	OTM Core Functionality(20hrs)	Configure Order Bases and Order Releases	Practitioner
1	OTM Core Functionality(20hrs)	Describe Order Bases and Order Releases	Learner
1	OTM Core Functionality(20hrs)	Execute Order Management tasks	Practitioner
1	OTM Core Functionality(20hrs)	Describe Shipment Planning parameters and settings	Learner
1	OTM Core Functionality(20hrs)	Execute Shipment Planning ("Create Buy Shipment" Options)	Practitioner
1	OTM Core Functionality(20hrs)	Describe Shipment Planning ("Create Buy Shipment" Options)	Learner
1	OTM Core Functionality(20hrs)	Execute Shipments, Tenders and Shipment Events	Practitioner
1	OTM Core Functionality(20hrs)	Describe Shipments, Tenders and Shipment Events	Learner
1	OTM Core Functionality(20hrs)	Articulate Fleet Management capabilities	Learner
2	Fleet Management (6hrs)	Articulate Fleet Management and New Business Objects	Learner
2	Fleet Management (6hrs)	Configure Advanced Layouts	Practitioner
2	Fleet Management (6hrs)	Describe Advanced Layouts	Learner
2	Fleet Management (6hrs)	Configure the Dispatch Board	Practitioner
2	Fleet Management (6hrs)	Configure Fleet Actions	Practitioner
2	Fleet Management (6hrs)	Describe Location Asset Inventory	Learner
2	Fleet Management (6hrs)	Configure Logic Configuration	Practitioner
2	Fleet Management (6hrs)	Describe Logic Configuration	Learner
2	Fleet Management (6hrs)	Configure Drivers, Teams and HOS	Practitioner
2	Fleet Management (6hrs)	Configure Power Units and Equipment	Practitioner
2	Fleet Management (6hrs)	Configure a Dispatch Board	Practitioner
2	Fleet Management (6hrs)	Create Fleet Logic Configuration	Practitioner
2	Fleet Management (6hrs)	Describe Fleet Logic Configuration	Learner
3	Freight Payment (5hrs)	Articulate Financial Management Components	Learner
3	Freight Payment (5hrs)	Configure Freight Payment and Matching Rules	Practitioner
3	Freight Payment (5hrs)	Describe Freight Payment and Matching Rules	Learner
3	Freight Payment (5hrs)	Configure Approval Rules	Practitioner
3	Freight Payment (5hrs)	Describe Approval Rules	Learner
3	Freight Payment (5hrs)	Configure Line Approval Tolerance Rules	Practitioner
3	Freight Payment (5hrs)	Configure Match Validation Rules	Practitioner
3	Freight Payment (5hrs)	Create and Assign Rules to the Service Provider	Practitioner
3	Freight Payment (5hrs)	Describe Service Provider Rule Assignments	Learner
3	Freight Payment (5hrs)	Configure User Signing Authority	Practitioner
3	Freight Payment (5hrs)	Create Invoices Manually and Automatically	Practitioner
3	Freight Payment (5hrs)	Describe Manual and Automatic Invoice Creation Methods	Learner
3	Freight Payment (5hrs)	Adjust Shipment Costs and Invoice Amounts	Practitioner
3	Freight Payment (5hrs)	Describe Shipment Costs and Invoice Amounts	Learner
3	Freight Payment (5hrs)	Configure the Auto Pay Process	Practitioner
3	Freight Payment (5hrs)	Describe the Auto Pay Process	Learner
3	Freight Payment (5hrs)	Configure Allocation Rules	Practitioner
3	Freight Payment (5hrs)	Describe Allocation Rules	Learner
3	Freight Payment (5hrs)	Configure General Ledger Key Components	Practitioner
3	Freight Payment (5hrs)	Configure General Ledger Codes	Practitioner
4	Data Management(4hrs)	Articulate Data Management Techniques	Learner
4	Data Management(4hrs)	Articulate the OTM Data Dictionary	Learner
4	Data Management(4hrs)	Articulate OTM Table Structures	Learner
4	Data Management(4hrs)	Execute a CSV Export File	Practitioner
4	Data Management(4hrs)	Describe a CSV Export File	Learner
4	Data Management(4hrs)	Format a CSV File for Import	Practitioner
4	Data Management(4hrs)	Describe the format of a CSV File for Import	Learner
4	Data Management(4hrs)	Execute a CSV Import File and Validate the Results	Practitioner
4	Data Management(4hrs)	Execute CSV Import using the CSVUTIL utility	Practitioner
5	Agents and Workflow(5hrs)	Articulate WorkFlow Agents and Milestones	Learner
5	Agents and Workflow(5hrs)	Configure the Agent Header Parameters	Practitioner
5	Agents and Workflow(5hrs)	Describe the Agent Header Parameters	Learner
5	Agents and Workflow(5hrs)	Configure the Agent Actions Parameters	Practitioner
5	Agents and Workflow(5hrs)	Describe the Agent Actions Parameters	Learner
5	Agents and Workflow(5hrs)	Configure the Agent Error Handler Parameters	Practitioner
5	Agents and Workflow(5hrs)	Describe the Agent Error Handler Parameters	Learner
5	Agents and Workflow(5hrs)	Create and Test Automation Agents	Practitioner
6	Multi-Stop Business Scenario	Configure Service Provider Regions	Practitioner
6	Multi-Stop Business Scenario	Configure Ship Units and Items	Practitioner
6	Multi-Stop Business Scenario	Configure a Fleet Service Provider	Practitioner
6	Multi-Stop Business Scenario	Configure a Multi-Stop Itinerary	Practitioner
6	Multi-Stop Business Scenario	Describe a Multi-Stop Itinerary	Learner
6	Multi-Stop Business Scenario	Configure Rate Preferences	Practitioner
6	Multi-Stop Business Scenario	Configure new Planning Parameters	Practitioner
6	Multi-Stop Business Scenario	Describe new Planning Parameters	Learner
6	Multi-Stop Business Scenario	Execute and Validate a Bulk Plan	Practitioner
6	Multi-Stop Business Scenario	Describe a Bulk Plan	Learner
6	Multi-Stop Business Scenario	Execute Tender Accept (as a Service Provider)	Practitioner
6	Multi-Stop Business Scenario	Create Shipment Events (as a Service Provider)	Practitioner
6	Multi-Stop Business Scenario	Review Shipment Status Changes/Implications	Practitioner
6	Multi-Stop Business Scenario	Review Shipment Visibility/Track and Trace	Practitioner
7	Multi-Leg Business Scenario	Create an Ocean Vessel Equipment, Group and Profile	Practitioner
7	Multi-Leg Business Scenario	Describe an Ocean Vessel Equipment, Group and Profile	Learner
7	Multi-Leg Business Scenario	Create Air and Voyage Ground Schedules	Practitioner
7	Multi-Leg Business Scenario	Describe Air and Voyage Ground Schedules	Learner
7	Multi-Leg Business Scenario	Create Multi-Leg Itineraries for Air and Ocean	Practitioner
7	Multi-Leg Business Scenario	Describe Multi-Leg Itineraries for Air and Ocean	Learner
7	Multi-Leg Business Scenario	Configure Parameters (e.g. Deconsolidation Pool)	Practitioner
7	Multi-Leg Business Scenario	Describe Parameters (e.g. Deconsolidation Pool)	Learner
7	Multi-Leg Business Scenario	Configure Scheduled jobs for Automated Bulk Plan runs	Practitioner

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