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1 CONFIDENTIALITY STATEMENT © 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited. Oracle Apps Practice Oracle Workflow Release 2.6 Australia | Canada | China | France | India | New Zealand | Singapore | Switzerland | UAE | UK | USA CONFIDENTIALITY STATEMENT © 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disc losure of information in this document without the express written permission of Keane is prohibited. XX-123456

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Page 1: Oracle Workflow Release 2 - Oracle HRMS Overvieworaclehrmsoverview.com/wp-content/uploads/2015/02/Oracle-Workflo… · Oracle Workflow Builder Development tool for Oracle Workflow

1CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Oracle Apps Practice

Oracle Workflow Release 2.6

Australia | Canada | China | France | India | New Zealand | Singapore | Switzerland | UAE | UK | USA

CONFIDENTIALITY STATEMENT

© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disc losure of information in

this document without the express written permission of Keane is prohibited.

XX-123456

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2CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Agenda

Overview of Oracle Workflow

Planning and Creating a Workflow Process

Defining Function and Process Activities

Diagramming a Workflow Process

Advanced Features

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3CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Oracle Workflow - The heart of e-business

Oracle Workflow automates and streamlines business processes

contained within and between enterprises:

• Add personalized trading partner rules

• Validate self-service transactions

• Achieve closed loop business intelligence

• Approve standard business documents

• Step through daily transaction flows

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4CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Workflow Architecture

RolesUsers

Directory Services

Notification Services

Send

Respond

Forward

Cancel

Query

Oracle Workflow Enabled Application

Oracle Server

Engine

Execution

Definition

Administration

Monitoring

Query

WorkflowBuilder

WorkflowLoader

WorkflowDefinition

Files

WorkflowDevelopment

Client

OracleApplication

Serveror

WebDB

NotificationMailer

ApplicationServer

WebNotification

Worklist

WebProcessMonitor

WebAnalysis

Tools

End-UserClient

MailApplications

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5CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Oracle Workflow Features and Definitions

Oracle Workflow Builder

Workflow Engine

Workflow Definitions Loader

Notification System

Notification Worklist

Directory Services

Workflow Monitor

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6CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Oracle Workflow Builder

Development tool for Oracle Workflow

• Used to graphically define and customize the workflow definitions

• Requires a PC running Windows 95, 98, 2000 or Windows NT

Workflow definitions: you can save them to a database or a flat file

There are two parts to the Workflow Builder:

• Object Navigator

• Process Diagram

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7CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Workflow Process Definition

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8CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Supported Process Constructs

Looping

Results-based branching

• Parallel flows

• Rendezvous

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9CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Supported Process Constructs

• Voting

• Timeouts

– Escalation

– Automatic forwarding

• Subprocesses (unlimited hierarchy)

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10CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Workflow Engine

Is embedded in the Oracle8i server

Uses the process definition created with Oracle Workflow Builder to

coordinate the routing of activities for the process

Monitors the state of each activity in a workflow process

Signals any changes in the workflow state to the engine using calls to

PL/SQL or Java API‟s

Guarantees consistency between the application and the workflow state

because of Oracle8i transactional integrity

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11CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Workflow Definitions Loader

Workflow Builder

Workflow

EngineWorkflow

Loader

Proc

ess

Defin

itions

Workflow

Loader

Process

Builder

Oracle 8 or Higher

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12CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Notification System

For example, UNIX Sendmailor MAPI compliant

Mail System

Notification

System

Application

Notification

Mailer

Oracle

Application

Screens

Workflow

Worklist

Workflow Engine

Directory

Services

Oracle 8 or Higher

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13CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Notification Worklist Web Page

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14CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Directory Services

WF_USERS

• Contains information on the user names, display names for the users,

their notification preference and their e-mail addresses

WF_USER_ROLES

• Contains information on the association of the users to the roles

WF_ROLES

• Contains information on the roles of which users can be members

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15CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Oracle Workflow Monitor

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16CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Oracle Workflow Monitor

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17CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Oracle Workflow Monitor Contd..

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18CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Process Components

Item Type

Process

Functions Notifications Subprocesses

...

...

...Lookup Types, Attributes,

PL/SQL

Messages, Lookup Types,

Attributes,

PL/SQL

Functions, Notifications, Lookup Types

... ...

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19CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Creating a New Process from Bottom Up

Define the item type of the process.

Define the item type attributes for the process.

Define lookup types and lookup codes.

Define messages.

Define message attributes.

Define the activities in the process as Function, Notification, or Process.

Diagram the relationship of the activities.

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20CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Creating a New Process from Top Down

Use the QuickStart Wizard to create the process framework.

Define activities without underlying dependencies.

Diagram the relationship of the activities.

Define item type attributes for the process.

Define lookup types and lookup codes.

Define messages.

Define message attributes.

Update processes, functions, and notifications with underlying

components.

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21CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Create a New Workflow Process Definition

To create a new workflow process:

• Define the item type of the process

• Define item type attributes for the process

• Define lookup types and lookup codes

• Define messages

• Define message attributes

• Define the activities in the process as Function, Notification, or Process

• Diagram the relationship of the activities

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22CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Quick Start Wizard

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23CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Quick Start Wizard Contd..

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24CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define an Item Type

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25CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define Item Type Attributes

What should be considered an item type attribute?

• Information required by notification messages, such as the display format

of a currency value

• Information required by function activities, such as values that link back to

applications data like a person_ID

• Information maintained by a workflow activity, such as activities that

identify who to forward information to and from in a loop construct

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26CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define Item Type Attributes Contd..

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27CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Form Attributes

Click on form icon to launch Oracle Applications form

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28CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Document Attributes

You can specify the following types of documents in

the default value field:

PL/SQL document: a document representing data from the

database, generated from a PL/SQL procedure.

• Ideal for use when document content varies

• For example, purchase orders with variable number of lines or sales

orders with variable lines, discounts, and shipping addresses

• DM document: a document managed by an external document

management system

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29CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

URL Attributes

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30CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

URL Attributes Contd..

Click on attachment icon to launch Web browser

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31CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define Lookup Types

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32CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define Lookup Codes

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33CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Practice Les 1-1 Overview

This practice covers the following topics:

• Using the QuickStart Wizard

• Drawing transitions

• Saving a Process

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34CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

<Insert photo here>

March 10

Notification

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35CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Workflow Terms

Notification Activity

• A step to communicate with a human being.

A notification activity sends a message to a user containing the

information needed to complete the work. The notification may or may not

require a response from the recipient.

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36CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Create a New Workflow Process Definition

To create a new workflow process:

• Define the item type of the process

• Define item type attributes for the process

• Define lookup types and lookup codes

• Define messages

• Define message attributes

• Define the activities in the process as Function, Notification, or Process

• Diagram the relationship of the activities

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37CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define a Message

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38CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define a Message Contd..

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39CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define a Message Contd..

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40CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define a Message Attribute

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41CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define a Respond Attribute

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42CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Respond Attributes in the Notifications Web Page

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43CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define a Notification Activity

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44CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Standard Voting Activity

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45CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define a Timeout for a Notification

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46CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Define a Performer for a Notification

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47CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Practice Les 2-1 Overview

• This practice covers the following topics:

• Planning a Notification Only Process

• Designing a Process Top Down

• Modifying an existing Workflow Definition

• Creating Item Attributes and Messages

• Setting Node Properties (message, performer, Start/End)

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48CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Practice Les 2-2 Overview

This practice covers the following topics:

• Creating an HTML message body

• Modifying a message

• Modifying a notification

• Modifying a process diagram

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49CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

<Insert photo here>

March 10

Workflow Directory Service

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50CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Terms

Role

Directory Repository

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51CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Directory Service Views

WF_USERS

WF_ROLES

WF_USER_ROLES

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52CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

WF_USERS View

Columns in WF_USERS contain the following information:

• Name: Internal name of a user

• Display Name: Display name of a user

• Description: Description of a user

• Notification Preference: A value of MAILTEXT, MAILATTH, MAILHTML, QUERY or

SUMMARY to indicate how user prefers to receive notifications

• Language: NLS_LANGUAGE initialization parameter that specifies the default language-

dependent behavior

• Territory: NLS_TERRITORY initialization parameter that specifies the default language-

dependent date and numeric formatting used

• Email_Address: Valid email address for the user or mail distribution list

• Fax: A fax number for the user

• Orig_System: Name identifying the base tables of this view

• Orig_System_ID: Primary key that identifies this user in the base tables

• Status: ACTIVE, EXTLEAVE, INACTIVE, TMPLEAVE are the status choices

• Expiration_date: Date at which the user is no longer valid in the directory service

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53CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

WF_ROLES View

Workflow roles can be roles, positions or responsibilities referenced in a directory repository. The

columns in WF_ROLES are similar to those in WF_USERS view:

• Name

• Display Name

• Description

• Notification Preference

• Language

• Territory

• Email_Address

• Fax

• Orig_System

• Orig_System_ID

• Expiration_date

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54CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

WF_USER_ROLES View

WF_USER_ROLES is an intersection of the users and roles in WF_USER

and WF_ROLES.

– User_Name: Internal name of the user as listed in WF_USERS view

– User_Orig_System: Name assigned to the directory repository that WF_USERS

is based on

– User_Orig_System_ID: Primary key that identifies this user in the user directory

repository

– Role_Name: Internal name of the user as listed in WF_ROLES view

– Role_Orig_System: Name assigned to the directory repository that WF_ROLES

is based on

– Role_Orig_System_ID: Primary key that identifies this role in the role directory

repository

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Oracle Workflow Local Tables

WF_LOCAL_USERS

WF_LOCAL_ROLES

WF_LOCAL_USER_ROLES

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Implementing Global User Preferences

Interaction with Oracle Workflow

Access to the Global Preferences Web page

Override a default user preference

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User Preference Information

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Ad Hoc Users/Roles

You can create and manage ad hoc users and roles in a workflow

process.

Use server PL/SQL APIs to dynamically create new user and role

definitions in the directory service. The new APIs store the

information in the WF_LOCAL_* tables.

The WF_USERS and WF_ROLES views use the EXPIRATION_DATE.

WF_LOCAL_USER_ROLES keeps track of the originating system of

the users and roles.

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Directory Service for Oracle Applications

Oracle Workflow ships a unified directory service for Oracle

Applications—wfdirhrv.sql. The unified directory service maps:

• WF_USERS to Oracle HRMS employees, Oracle Application/Oracle Self-

Service Application users, Oracle Receivables customer contacts and

WF_LOCAL_USERS.

• WF_ROLES to users in WF_USERS, Oracle HRMS positions, Oracle Federal

HR group boxes, Oracle Applications responsibilities, Oracle Engineering

approval lists, and WF_LOCAL_ROLES

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Directory Services for Oracle Workflow Standalone Version

Two sample Directory Services scripts are located in the Oracle

Workflow sql subdirectory:

• wfdirouv.sql maps workflow users and roles to the native users and

roles defined in the Oracle RDBMS.

• wfdircsv.sql maps workflow users and roles to the users and roles

stored in the Oracle Workflow local tables.

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<Insert photo here>

March 10

Function and Process Activities

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Objectives

After this lesson, you should be able to:

–Define a function activity

–Define an activity attribute

–Apply the Workflow Engine APIs to your function activities

–Define a process activity

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Create a New Workflow Process Definition

To create a new workflow process:

• Define the item type of the process

• Define item type attributes for the process

• Define lookup types and lookup codes

• Define messages

• Define message attributes

• Define the activities in the process as Function, Notification, or Process

• Diagram the relationship of the activities

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Define a Function Activity

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Assigning a Cost to a Function Activity

Cost is entered in seconds and converted to hundredths of a second

when stored in the database.

Assign a high cost to function activities that require a large amount of

processing to complete.

If the cost of an activity exceeds the threshold cost of the Workflow

Engine, the activity gets deferred by the Workflow Engine.

A background engine set up to poll for deferred activities can execute the

deferred activity at a later time.

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Standard PL/SQL API for Calling Functions

All PL/SQL stored procedures called by function activities in an Oracle

Workflow process should follow the standard API format so that the

Workflow Engine can properly execute the activity.

procedure <procedure name>

(itemtype in varchar2,

itemkey in varchar2,

actid in number,

funcmode in varchar2,

resultoutout varchar2)

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Defining a Standard Function

Itemtype - the internal name for the item type. Defined in the Oracle

Workflow Builder.

Itemkey - a string that represents a primary key generated by the

workflow-enabled application for the item type. The string uniquely

identifies the item within an item type.

Actid - the ID number of the activity that this procedure is called from.

Funcmode - determines the execution mode of the function procedure.

Resultout - a result may be returned depending on the funcmode used to

call the function.

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Function Activity Execution Modes

Function modes:

• RUN

–Activities that are executed for the first time

–Follows CANCEL mode on a loop reset

• CANCEL

–Activities revisited as part of a loop reset

–Activities that are part of a process that has been canceled by a call to

WF_ENGINE.AbortProcess

–Activities that are part of the process stream being undone by a call to

WF_ENGINE.HandleError

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Standard PL/SQL API Result Out

If a Result Type is specified in the Activities property page of the Activity

in the Workflow Builder, this parameter represents the expected result

returned when the procedure completes. Possible Resultout values are:

• COMPLETE:<result_code>

• WAITING

• DEFERRED:<date>

• NOTIFIED:<notification_id>:<assigned_user>

• ERROR:<error_code>

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Notification Activities Revisited

All PL/SQL stored procedures referenced by notification activities as a

post-notification function in an Oracle Workflow process should follow

the standard API format so that the Workflow Engine can properly

execute the activity.

procedure <procedure name>

(itemtype in varchar2,

itemkey in varchar2,

actid in number,

funcmode in varchar2,

resultout out varchar2)

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Post-Notification Function Execution Modes

Function modes:

• RESPOND

• FORWARD

• TRANSFER

• RUN

• TIMEOUT

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PL/SQL API Result Out for a Post-Notification Function

The Resultout parameter is ignored for „RESPOND‟, „FORWARD‟, and

„TRANSFER‟ function modes, unless it looks like „ERROR%‟. If you want

to fail the Respond, Forward, or Transfer operation after the post-

notification function has executed you can: return Resultout =

ERROR:<error_code>

Raise an exception in your procedure

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Post-Notification Function Context Information

Reference Global WF_ENGINE variables in PL/SQL

Global Context Information set:

• WF_ENGINE.context_nid = notification_ID

• WF_ENGINE.context_text = new recipient_role

available in TRANSFER or FORWARD mode

• WF_ENGINE.context_text = responder

available in RESPOND mode

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Exception Handling

Debugging Function Activities

Use WF_CORE APIs to raise and catch errors in your PL/SQL

procedures

Engine sets function activity status “ERROR” if:

• PL/SQL procedure raises an unhandled exception

• PL/SQL procedure returns a result beginning with “ERROR:”

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Exception Handling Example

exception

when others then

WF_CORE.CONTEXT (‘<package name>‘,

‘<procedure name>‘, <itemtype>, <itemkey>,

to_char(<actid>), <funcmode>;

raise;

end <procedure name>

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Defining a Function Activity Attribute

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Defining a Process Activity

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Defining Activity Details

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Looping

Looping occurs when the completion of an activity causes a

transition to another activity that has already been completed.

The first activity detected as a revisited activity is also called a loop

point or pivot activity.

The Workflow Engine can handle a revisited

activity in one of three ways:

• Ignore

• Reset

• Loop

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Looping Contd..

Non-canceling Loop can improve performance by preventing the rerun of

functions in CANCEL mode.

Ignore: is for OR-typeoperations where rest of

branch is ignored.

Reset: permits resettingstatus by recalling

activitiesin CANCEL-mode.

Loop: performs loopwithout any reset.

Recommended setting.

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Practice Les 3-1 Overview

This practice covers the following topics:

• Creating a Function Activity

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<Insert photo here>

March 10

Workflow Engine

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Objectives

After this lesson, you should be able to:

• Give a general description of how the Workflow Engine manages a

process

• Apply the Workflow Engine APIs to your function activities

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Overview of the Workflow Engine

The Oracle Workflow Engine:

• Is implemented in server-side PL/SQL.

• Is activated whenever a call to one of its PL/SQL procedures or functions is made.

• Manages the state of activities for each process instance.

• Determines the next activity once a prerequisite activity completes.

• Executes function activities automatically.

• Calls the Notification System to send notification messages.

• Supports results-based branches, parallel branches, rendezvous, loops and subprocesses.

• Can execute activities from non-savepoint environments such as database triggers and

distributed transactions. It automatically traps savepoint-not-allowed errors.

• Can defer activities too costly to execute in real time to background engines for processing.

• Maintains a history of completed activities.

• Detects error conditions and executes error processes.

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Initiating a Workflow Process

To start a workflow process:

• Your application must execute a procedure that calls the following

Workflow Engine APIs:

–WF_ENGINE.CreateProcess

–WF_ENGINE.StartProcess

or

–WF_ENGINE.LaunchProcess

–The procedure must identify the value of the process item type and item

key for these APIs

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Workflow Engine Processing

Upon starting a process, the Workflow Engine:

Identifies and executes the Start activity

Determines the next activity to transition to after completing the

prerequisite activity or activities

Drives through the process, automatically executing all function activities,

until it comes to a notification or blocking activity

Calls the Notification System to notify a recipient

Continues driving through the process until it encounters an End activity,

(once the performer completes the notification or the block activity is

completed)

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Activity Statuses

Once the Workflow Engine executes an activity, it updates the state

of the activity to one of the following statuses:

• Active

• Complete

• Waiting

• Notified

• Deferred

• Error

• Suspend

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Calling the Workflow Engine

Engine must be informed when an activity completes.

• Process, notification, and function activities automatically call

WF_ENGINE.CompleteActivity( ) when they complete.

• If a notification activity requires some action to be taken in a form or Web

page, then that form or Web page must call

WF_ENGINE.CompleteActivity( ) when the user completes the

transaction.

• If a function activity calls an external program, then code that external

program to call WF_ENGINE.CompleteActivity( ) when it completes.

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Oracle Workflow APIs

Oracle Workflow APIs are grouped as follows:

Engine APIs

• Starting/running a process

• Communicating attribute information

• Communicating state changes

Core APIs: raising and catching errors

Purge APIs: purging obsolete runtime data

Directory APIs: communicating directory services user and role information

Monitor APIs: generating Workflow Monitor URLs

Notification APIs: managing notifications

Preference APIs: retrieving user preference information

Queue APIs: handling workflow Advanced Queues processing

Document Management APIs: returning URLs or javascript functions

Views: providing public views to access workflow data

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Workflow Engine APIs

Use the following APIs to start or run a workflow process:

• WF_ENGINE.CreateProcess

• WF_ENGINE.StartProcess

• WF_ENGINE.LaunchProcess

• WF_ENGINE.SetItemOwner

• WF_ENGINE.SetItemUserKey

• WF_ENGINE.SetItemParent

• WF_ENGINE.background

Use the following APIs to communicate attribute information to the Workflow Engine:

• WF_ENGINE.SetItemAttribute (3)

• WF_ENGINE.SetItemAttrDocument

• WF_ENGINE.GetItemAttribute (3)

• WF_ENGINE.GetItemAttrDocument

• WF_ENGINE.GetItemAttrInfo

• WF_ENGINE.GetActivityAttribute (3)

• WF_ENGINE.AddItemAttr

• WF_ENGINE.GetItemAttrInfo

• WF_ENGINE.GetActivityAttrInfo

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Workflow Engine APIs Contd..

Use the following APIs to communicate state changes to the Workflow Engine:

• WF_ENGINE.CompleteActivity

• WF_ENGINE.BeginActivity

• WF_ENGINE.AssignActivity

• WF_ENGINE.GetActivityLabel

• WF_ENGINE.AbortProcess

• WF_ENGINE.SuspendProcess

• WF_ENGINE.ResumeProcess

• WF_ENGINE.HandleError

• WF_ENGINE.ItemStatus

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Background Engine The Background Engine is a PL/SQL procedure.

The Background Engine checks for and executes any deferred or timed out

activities that satisfy the arguments of the procedure at the time the procedure is

invoked.

If new activities are deferred or timed out after the initiation of the current

Background Engine, the procedure will check one more time for any new

activities to execute prior to ending.

The procedure ends once all matching activities are executed.

WF_ENGINE.BACKGROUND(

itemtype in varchar2,

minthreshold in number default null,

maxthreshold in number default null,

process_deferred in boolean default TRUE,

process_timeout in boolean default TRUE);

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Deferred Processing

Set the Workflow Engine threshold cost to control which activities get deferred.

The default threshold cost of the Workflow Engine is set to 50.

The Workflow Engine threshold is an externalized constant.

Add this command to a form or PL/SQL procedure to change the threshold:

WF_ENGINE.THRESHOLD := n;

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Timed Out Notification Activities

Workflow Engine calls the Notification System to deliver the notification and

marks the activity as NOTIFIED.

The background Engine configured for timed out activities checks for Notified

activities and determines whether the Notified activities have timeout values that

have been exceeded.

If the timeout value is exceeded, the Background Engine marks the activity as

timed out and calls the Workflow Engine to follow the <Timeout> transition.

Timeout values may be set to an item attribute or to a relative time in

days/hours/minutes.

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Error Processing

If an activity error occurs the Workflow Engine:

Rolls back to the pre-activity savepoint.

Sets the activity to the ERROR status.

Attempts to run an Error Process.

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Practice Les 4-1 Overview

This practice covers the following topics:

• Creating a Notification Timeout

• Adding a Result Type to a process

• Adding an Error Process to a process

• Running a Background Engine against a process

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<Insert photo here>

March 10

Workflow Notification Activities

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Oracle Workflow Home Page

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Notifications Worklist

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Notification Details

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Reassigning Notifications

User List-of-values

Delegate orTransfer

reassign options

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102CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Launching Oracle Application Forms

Click on form icon to launch Oracle Applications form

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103CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

E-Mail Notification

Automaticgeneration

ofresponsetemplate

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104CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

E-Mail Notification Contd..

Automaticgeneration

ofresponsetemplate

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105CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

<Insert photo here>

March 10

Monitoring Workflow Processes

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Workflow Monitor

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107CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Find Processes Web Page

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108CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Reviewing the Process List

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109CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Reviewing the Notifications List

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Filtering Activities in the Activities List

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Filtering Activities in the Activities List Contd..

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112CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Child/Parent Instances

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113CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Practice Les 5-1 Overview

This practice covers the following topics:

• Testing PL/SQL functions in a Workflow Process

• Responding to Notifications

• Monitoring the results of a Work Item

Using the Vacation Proposal process created in practice Les 4-1:

Initiate a work item

Monitor the status of your work item using the Monitor Activities List and Diagram

Timeout the Vacation Proposal notification

Exercise the Schedule Update function activity logic

Exercise Vacation Proposal post-notification function logic, if implemented

Debug any PL/SQL errors encountered

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114CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Process Definition Restrictions

Limited WF_ENGINE API calls:

• CreateProcess

• StartProcess

• SetItemAttribute

• GetItemAttribute

• GetActivityAttribute

• CompleteActivity

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March 10

Purge

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116CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Purging Obsolete Workflow Data

Purge APIs delete obsolete runtime data and activity versions no

longer in use.

The most commonly used WF_PURGE APIs:

• Items – purge all runtime data associated with completed items, their

processes, and notifications sent by them.

• Activities – purge obsolete versions of activities that are no longer in

use by any item.

• Total – purge both item data and activity data.

• AdHocDirectory - purge users and roles in the WF_LOCAL_* tables

whose expiration date has elapsed and that are not referenced in any

notification.

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117CONFIDENTIALITY STATEMENT© 2009 Keane, The concepts and methodologies contained herein are proprietary to Keane Inc. Duplication, reproduction or disclosure of information in this document without the express written permission of Keane is prohibited.

Purging Obsolete Workflow Data in Oracle Applications

• Use the concurrent program Purge Obsolete Workflow Runtime Data, short name FNDWFPR.

• Systems administrator should add the concurrent program to the security group for the responsibility you wish to run this program from.

• Navigate to the Submit Request form in Oracle Applications.

• Supply the following parameters:

• Item Type

• Item Key

• Age

• Persistence Type

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Questions?

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Thank You

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Singapore | Switzerland | UAE | UK | USA

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Toll free: +1 877.88.KEANE

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