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Setting Engineering ProfileValues and SecurityFunctions

Overview

Copyright © Oracle, 2007. All rights reserved.

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Setting Engineering Profile Vales and Secrity !nctions

System References

None

Distribution

Job Title*

Ownership

The Job Title [[email protected]?Subject=E!"""""# is responsible $or ensurin% that this

&ocument is necessary an& that it re$lects actual practice.


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Setting Engineering Profile Vales and Secrity !nctions


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O*+ectives


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Agenda


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Engineering Setp !lo-chart


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Setp Steps

Setup Steps

'. Set (ro$ile )ptions +e,uire&- (ro$ile options speci$y ho/ )racle En%ineerin% controls

access to an& processes &ata. 0n %eneral1 pro$ile options can be set at one or more o$ the

$ollo/in% le2els3 site1 application1 responsibility1 an& user. !se the !p&ate (ersonal (ro$ile)ptions $orm to set pro$ile options at the user le2el. System a&ministrators use the !p&ate

System (ro$ile )ptions $orm to set pro$ile options at the site1 application1 responsibility1

an& user le2els. (er$orm this step once $or each entity1 that is1 site1 application1responsibility1 or user.

4. Enter Employee +e,uire&- e$ine employees $or your or%ani5ation. EC) re,uestors

an& appro2ers must be &e$ine& as employees. 0$ you &o not install )racle 6uman +esource

7ana%ement Systems /ith )racle En%ineerin%1 use the Enter Employee $orm to &e$inean& maintain employees in )racle En%ineerin%. 0$ you install )racle 6uman +esource

7ana%ement Systems1 use the $orms in )racle 6uman +esource 7ana%ement Systems

instea& to enter an& maintain employees. (er$orm this step once $or each entityor%ani5ation.

8. e$ine Chan%e )r&er Types )ptional- You can assi%n a chan%e or&er type to your

EC)s1 either usin% the EC) chan%e or&er type that )racle En%ineerin% pro2i&es or

choosin% a chan%e or&er type $rom any number o$ types you &e$ine usin% your o/n


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terminolo%y1 such as esi%n +e2ision1 7anu$acturin% Chan%e )r&er1 or Substitution

9ai2er. You can create chan%e or&er types $or EC)s /ith manu$acturin% items1 ormanu$acturin% an& en%ineerin% items. 0$ you s:ip this step1 )racle shippe& chan%e or&er

types /ill be use& as the &e$ault 2alues. (er$orm this step once per installation.

;. e$ine EC) epartments )ptional- You can %roup users that use the en%ineerin%

chan%e or&er EC)- system throu%h EC) &epartments1 creatin% multiple EC)

&epartments /ithin your 0n2entory or%ani5ation. You can restrict access to EC)s by EC)&epartment an& re,uire an EC) &epartment on all EC)schan%in% the responsible EC)

&epartment as the EC) mo2es throu%h multiple &epartments. (er$orm this step once peror%ani5ation.

. e$ine ppro2al ists )ptional- You can &e$ine lists o$ appro2ers re,uire& to appro2e

an EC) be$ore it can be release&. )racle En%ineerin% noti$ies the people on the list1 usin%

an alert1 that the EC) re,uires their appro2al. (er$orm this step once per installation.

. e$ine 7aterial ispositions )ptional- You can &e$ine your o/n customi5e& material

&ispositions1 an& then assi%n them to re2ise& items /hen &e$inin% EC)s.

A. e$ine +easons )ptional- You can &e$ine reasons $or en%ineerin% chan%e or&ers usin%your o/n terminolo%y1 such as 7o&el Year1 esi%n1 Sa$ety1 an& Er%onomic. EC) reasons

are $or your re$erence use only. 0$ you s:ip this step1 )racle shippe& reasons /ill be use&

as the &e$ault 2alues. (er$orm this step once per or%ani5ation.

B. e$ine (riorities )ptional- You can &e$ine sche&ulin% priorities $or en%ineerin% chan%es

to &escribe the ur%ency o$ your EC). (riorities are $or your re$erence use only. 0$ you s:ip

this step )racle shippe& priorities /ill be use& as the &e$ault 2alue. (er$orm this step once

per or%ani5ation.'. Start uto0mplement 7ana%er )ptional- 0$ you automatically implement EC)s1 you

must speci$y the $re,uency that you /ant the uto0mplement mana%er to run. )nce an

EC) has been release& to the autoimplement mana%er1 you can automatically implementall sche&ule& EC) re2ise& items /hose e$$ecti2e &ate is less than or e,ual to the current

&ate.


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Profile Options

Profile Options

END3 Chan%e or&er utonumberin%System &ministrator ccess

0n&icate /hether you can &e$ine EC) autonumberin% $or all users or $or yoursel$ only.

END3 EC) epartment

0n&icate the &e$ault &epartment En%ineerin% uses /hen you &e$ine an EC). n EC)&epartment is the &epartment currently responsible $or an EC). 0t restricts &epartments

$rom up&atin% EC)s $or /hich they are not responsible.

END3 EC) +e2ision 9arnin%

0n&icate /hether to raise a /arnin% but still implement EC) re2isions /ith pen&in% lo/er

le2el re2isions Yes-1 or to raise an error an& not per$orm the implementation No or blan:-. blan: or FnullG- 2alue is e,ui2alent to No.

END3 En%ineerin% 0tem Chan%e )r&er ccess

0n&icate /hether you can re2ise en%ineerin% items on EC)s.

END3 7an&atory EC) epartments

0n&icate /hether it is man&atory to assi%n a &epartment to each EC) so you can en$orce a

security policy.


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END3 7o&el 0tem Chan%e )r&er ccess

0n&icate /hether you can re2ise mo&el an& option class items on EC)s.

END3 (lannin% 0tem Chan%e )r&er ccess

0n&icate /hether you can re2ise plannin% items on EC)s.

END3 +e,uire +e2ise& 0tem Ne/ +e2ision

0n&icate /hether it is man&atory to assi%n a ne/ re2ision to re2ise& items on EC)s. blan: or FnullG- 2alue is e,ui2alent to No.

END3Stan&ar& 0tem Chan%e )r&er ccess

0n&icate /hether you can re2ise stan&ar& items on EC)s.

END3llo/ END C)7(S $or 7HD 0tems in EC)

0n&icate /hether you can allo/ en%ineerin% components $or 7HD re2ise& items in EC).

END37+( cti2e $la% &e$ault $or EC)

0n&icate the &e$ault acti2e $la% $or EC) re2ise& items.

END3!p&ate !nrelease& 90( Jobs

0n&icate i$ you can up&ate unrelease& 90( jobs.


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/efining ECO ypes

Defining ECO ypes

En%ineerin% chan%e or&er EC)- types help classi$y en%ineerin% an& mass chan%e or&ers to

items an& bills o$ material1 an& &etermine /hether such or&ers apply to en%ineerin% in a&&ition

to manu$acturin%.

n EC) type can be associate& /ith an )racle 9or:$lo/ process. 0$ so1 a priority canoptionally be associate& /ith the EC) type. 0$ you &e$ine an EC) usin% a type an& priority

combination e2en i$ the priority is blan:- that is associate& /ith a /or:$lo/ process1

9or:$lo/ /ill control the EC) appro2al process. 0$ the type an& priority combination is notassociate& /ith a /or:$lo/ process1 the EC) appro2al status &e$aults to ppro2e&.

!se the Chan%e Types /in&o/ to &e$ine an& up&ate chan%e or&er types that &etermine the

types o$ items an& bills o$ material you can mo&i$y on mass chan%e or&ers.You can create a chan%e or&er type in the Chan%e Types /in&o/ /ith a name o$ up to Acharacters in len%th in the Type $iel&. You can also set up En%ineerin% chan%e or&er types in

the Chan%e Types /in&o/ in multiple lan%ua%es.

To &e$ine an EC) type3

'. Na2i%ate to the Chan%e Types /in&o/ N- Setup I Chan%e Types.

4. Enter alphanumeric te"t $or a uni,ue chan%e or&er type.


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8. 0n&icate /hether the chan%e or&er type can re2ise both en%ineerin% an& manu$acturin%

items an& bills. EC)s /ith an en%ineerin% chan%e type can inclu&e both en%ineerin% an&manu$acturin% items EC)s /ith a manu$acturin% chan%e type cannot inclu&e en%ineerin%

items. 0$ an EC) /ith a status o$ )pen1 6ol&1 +elease1 or Sche&ule is usin% this EC)

type1 this 2alue cannot be up&ate&.

;. )ptionally1 enter a &escription $or the chan%e or&er type.

. To associate this EC) type /ith a 9or:$lo/ process1 choose the (rocesses button. 0$ you

&o not associate this EC) type /ith a 9or:$lo/ process1 any EC) usin% this type /ill&e$ault to ppro2e&.

To associate an EC) type /ith a 9or:$lo/ process3

'. Na2i%ate to the Chan%e Type (rocesses /in&o/. o this by choosin% the (rocesses button

$rom the Chan%e Types /in&o/.

4. )ptionally1 select an EC) priority. EC) types are not or%ani5ationspeci$ic. 6o/e2er1

EC) priorities are or%ani5ationspeci$ic. This EC) typepriority combination /ill only be

a2ailable in the current or%ani5ation.8. Select a /or:$lo/ process to associate /ith this EC) type. 9hene2er this type an&

priority combination e2en i$ priority is blan:- is use& $or an EC)1 9or:$lo/ /ill control

the EC) appro2al process.



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/efining ECO Aton'*ering

Defining ECO !utonumbering

You can &e$ine an& up&ate customi5e& autonumberin% to use as &e$aults /hen creatin% ne/

en%ineerin% chan%e or&ers EC)s- an& mass chan%e or&ers.

e$ine autonumberin% $or a particular user in an or%ani5ation1 a user across all or%ani5ations1

all users in one or%ani5ation1 or all users across all or%ani5ations.

9hen you $irst &e$ine an EC)1 En%ineerin% uses the $ollo/in% hierarchy to &etermine the

pre$i" to use $or autonumberin%3

speci$ic pre$i" $or you an& your current or%ani5ation

speci$ic pre$i" $or you across all or%ani5ations

speci$ic pre$i" $or all users $or your current or%ani5ation speci$ic pre$i" $or all users across all or%ani5ations

Hor e"ample1 i$ a pre$i" is set up $or you an& the current or%ani5ation1 it superse&es a pre$i"

&e$ine& $or you across all or%ani5ations.

9hen &e$inin% an EC)1 you can either accept a &e$ault EC) number or manually enter one.En%ineerin% &isplays the pre$i" alon% /ith the ne"t a2ailable number. 0$ En%ineerin% &oes not

$in& an autonumberin% pre$i"1 you must assi%n an EC) number manually. 9hen creatin% an


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EC)1 once a &e$ault EC) autonumber &isplays1 En%ineerin% consi&ers that number use&e2en

i$ you &o not sa2e your chan%es an& create the EC) usin% that number. Hor e"ample1 i$ you be%in to &e$ine an EC) calle& KC48;1 an& then &eci&e to aban&on your chan%es1 En%ineerin%

presents the ne"t EC) number as KC48

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/efining ECO Approval 1ists

Defining ECO !pproval "ists

En%ineerin% lets you &e$ine lists o$ appro2ers $or EC)s. Each appro2al list can be use& as a

role by )racle 9or:$lo/.

)ne /or:$lo/ process1 name& Stan&ar& ppro2al (rocess1 is installe& /ith En%ineerin%.

To &e$ine an EC) appro2al list3

'. Na2i%ate to the ppro2al ists /in&o/ N- Setup I ppro2al ists.

4. Enter the appro2al list name1 a &escription1 an&1 optionally1 a &ate on /hich you can no

lon%er assi%n the appro2al list to an EC).

8. Enter a se,uence $or the appro2er. This number in&icates the se,uence o$ the appro2er $or

the EC). En%ineerin% uses this $or in$ormation purposes only.;. Enter an employee name $or the appro2er.

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/efining aterial /ispositions

Defining #aterial Dispositions

En%ineerin% enables you to &e$ine customi5e& material &ispositions. You can then assi%n them

to re2ise& items /hen &e$inin% an EC).

To &e$ine a material &isposition3

'. Na2i%ate to the 7aterial ispositions loo:ups /in&o/ an& &e$ine your material&isposition N- Setup I 7aterial ispositions.

4. Enter a ne/ co&e an& &escription $or your material &isposition.

8. Sa2e your /or:.

;. Na2i%ate to the +e2ise& 0tems /in&o/ an& assi%n your material &isposition to re2ise&

items.


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/efining ECO )easons

Defining ECO Reasons

!se en%ineerin% chan%e reasons to cate%ori5e an& i&enti$y causes $or EC)s. En%ineerin% uses

EC) reasons $or re$erence only.

To &e$ine an EC) reason3

'. Na2i%ate to the EC) +easons /in&o/ N- Setup I +easons.

4. Enter alphanumeric te"t to &escribe a uni,ue reason $or initiatin% an en%ineerin% chan%e.

Hor e"ample1 you coul& &e$ine a reason )KS)ETE to in&icate an obsolete part1 or

90LE+ to in&icate a component chan%e on a bill o$ material.

8. Enter a &escription o$ the EC) reason.

;. Enter a &ate on /hich the reason becomes inacti2e. s o$ this &ate1 you can no lon%erassi%n the reason to an EC).



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/efining ECO Priorities

Defining ECO Priorities

En%ineerin% chan%e priorities let you speci$y the ur%ency o$ the en%ineerin% chan%e or&er. You

can &e$ine a priority1 enter a &escription1 an& enter a priority le2el bet/een 5ero an& nine. EC)

priorities can be speci$ie& /hen associatin% EC) types /ith )racle 9or:$lo/ processes1 /hichare use& $or EC) appro2als.

To &e$ine an EC) priority3

'. Na2i%ate to the EC) (riorities /in&o/ N- Setup I (riorities.

4. Enter alphanumeric te"t to &escribe a uni,ue priority $or an EC). Hor e"ample1 you coul&

enter ' to in&icate an important priority.

8. Enter a priority se,uence. This is a number bet/een an& B. Hor e"ample1 you can use

to &enote the hi%hest priority an& B the lo/est.

;. Enter a &escription $or the priority.

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Starting the Ato3'ple'ent anager

Starting the !uto$mplement #anager

The uto0mplement 7ana%er runs at the speci$ie& &ates an& times an& automatically

implements items /hose sche&ule &ates occur on or be$ore the current &ate. En%ineerin%

chan%e or&ers or re2ise& items /hose status is Sche&ule& are automatically implemente&.

To start the uto0mplement 7ana%er3

'. Na2i%ate to the Start uto0mplement 7ana%er /in&o/ N- Setup I uto0mplement.

4. Enter or select the utomatic En%ineerin% Chan%e )r&er 0mplementation pro%ram.

8. Enter the &ates an& times /hen to run the EC) auto implement process.


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S''ary


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