Web ADI IntegratorsLoad Data with Excel

Brian PellotIndependent consultant9 years Oracle Applications experienceUpgrades and implementationsNumerous modulesFunctional with technical background

TopicsWeb ADITraditional Custom Import ProcessWeb ADI Custom Import ProcessWeb ADI ComponentsCreating a Custom IntegratorExamplesOther Options and Features

Web ADI HistoryApplication Data InterchangeGLDI GL specificADI Multiple versionsPC based applicationAssets and GLConcurrent request and reporting functionalityWeb ADICompletely web basedOnly data export and load no reportingMany applications ICM, HR (replaced ADE), GL, othersExtendableNew integratorsCustom Layouts

Web ADI Basic User ProcessCreate a spreadsheetFrom a formFrom a menu optionPopulate or change the spreadsheetUpload to OracleFix errors if needed

Create a Spreadsheet from a FormSome forms have an export data function.This exports to a spreadsheet using Web ADI.Some additional pages ask for Excel version and format.

Create a spreadsheetA spreadsheet is created and populated from the screen.Enter the new, desired information to upload.Select a layout

Upload from a spreadsheetAfter new information is entered, select upload from the Oracle menu.

Upload from a spreadsheetAfter upload you see the success or failure of your data.

ExtendibilityOracle seeds specific exports and loads.The spreadsheet formats, called layouts, can be changed or additional ones can be added via setups.Each data export or load (i.e. proposed salaries, GL journals) uses an integrator.A programmer can create a new integrator with some simple setups and possibly a simple program.

Traditional Custom Import ProcessCreate a flat fileTransfer flat file to DB serverLoad into temp tableCustom programRead temp table and loop through recordsCall Oracle APIMark temp table as to what is done/not doneReport on errorsMethod to correct/clear errors

Traditional Custom Import Build UnitsTransfer processUnix scriptCustom temporary tableLoad control fileCustom programRegistered concurrent program

Web ADI Import ProcessCreate a flat fileTransfer flat file to DB serverLoad into temp tableCustom program (may not be needed)Read temp table and loop through recordsCall Oracle APIMark temp table as to what is done/not doneReport on errorsMethod to correct/clear errors

Web ADI Custom Import Build UnitsTransfer processUnix scriptCustom temporary tableLoad control fileCustom program (maybe)Registered concurrent programWeb ADI integrator setupWeb ADI layout setup

Web ADI ComponentsOr,If the Oracle API input is too complicated.SpreadsheetOracle APIIntegrator(setups point to API)DataTablesSpreadsheetIntegrator(setups point to custom API)DataTables

Creating a Custom IntegratorPerform one-time Web ADI setup and some security setups.Identify the Oracle provided API you will be using. This will be a procedure within a package.hr_job_api.create_jobhr_position_api.create_positionDetermine if you need a custom wrapper. You may need a custom wrapper if:The API uses internal ids that would mean nothing to the user. i.e. organization_id or job_id.The integrator needs logic like; if the record does not exist create it, otherwise update it.The integrator needs to call multiple APIs like first create the entry and then create the entry values.Write wrapper if you need it.Set up the IntegratorCreate the integratorCreate a function for the integratorAdd the function to your menuAssociate the function to the integratorDefine the layout(s)

Example 1:Create Jobs IntegratorPurpose: Load Jobs for a one-time conversion to Oracle

Use API hr_job_api.create_jobcreate_job (p_validate in boolean default false ,p_business_group_id in number ,p_date_from in date ,p_job_group_id in number ,p_segment1 in varchar2 default null ,p_segment2 in varchar2 default null ,p_segment3 in varchar2 default null ,p_attribute1 in varchar2 default null ,p_job_definition_id in out nocopy number ,p_name out nocopy varchar2)Looking at the procedure definition, only a few parameters are required and most are meaningful to an analyst doing the conversion.Not creating a wrapper.

Example 1:Create the IntegratorWeb ADI uses Web ADI spreadsheets to load integrator definitions.Responsibility: Desktop IntegrationMenu Option: Create DocumentSelect Integrator: HR Integrator Setup

HR Integrator Setup SpreadsheetUse the spreadsheet to define an integrator. Associates the integrator and the API

HR Integrator Function SetupCreate a form function in Application Developer responsibility. (copy one of Oracles)Add it to your menu.Use the spreadsheet created with HR Maintain Integrator Form Function Integration. Associates the integrator and the function.

HR IntegratorWhat weve done so farCreate integrator nameAssociate integrator with an APICreate a function, put on menuAssociate integrator with a functionNextCreate a layoutCreate a spreadsheetUse it

HR Integrator LayoutResponsibility: Desktop IntegrationMenu Option: Define LayoutSelect your integrator

HR Integrator Layout - contName your layoutCan have more than one layout for each integrator.

NOW, THIS IS COOL!

HR Integrator Layout - contThe parameters from the API (magically) appear.

HR Integrator Layout contSelect which should appear in your spreadsheet and where (header or line).Addconstants and defaultsSpecify what shouldappear as columns

Create a SpreadsheetResponsibility: Desktop IntegrationMenu Option: Create DocumentSelect Integrator: Your IntegratorComplete the information.Upload the data.

Example 2:Element Entries IntegratorPurpose: Load Element Entries through a spreadsheetUse multiple APIspay_element_entry_api.create_element_entrypay_element_entry_api.update_element_entryTo call these we need to:Decode element and input value namesDetermine if the element already exsitsNeed to create a wrapper.

Create a WrapperWrapper

PROCEDURE dpl_create_element( p_effective_date in date ,p_employee_number in varchar2 ,p_element_name in varchar2 ,p_entry_type in varchar2 ,p_input_value_1 in varchar2 default null ,p_input_value_2 in varchar2 default null ,p_input_value_3 in varchar2 default null ,p_input_value_4 in varchar2 default null ,p_input_value_5 in varchar2 default null ,p_entry_value1 in varchar2 default null ,p_entry_value2 in varchar2 default null ,p_entry_value3 in varchar2 default null ,p_entry_value4 in varchar2 default null ,p_entry_value5 in varchar2 default nullWrapper Performs logicConverts user data entered on the spreadsheet to the ids and formats needed by Oracle APIEmployee number is converted to assignment id.Element Name is converted to element link id.Calls Oracle APIThe wrapper becomes a new APICreate an integrator to use the wrapper Oracle APIpay_element_entry_api.create_element_entry ( p_effective_date => l_effective_date ,p_business_group_id => l_business_group_id ,p_assignment_id => l_assignment_id ,p_element_link_id => l_element_link_id ,p_entry_type => l_entry_type ,p_input_value_id1 => l_input_value_id1 ,p_input_value_id2 => l_input_value_id2 ,p_input_value_id3 => l_input_value_id3 ,p_input_value_id4 => l_input_value_id4 ,p_input_value_id5 => l_input_value_id5 ,p_entry_value1 => p_entry_value1 ,p_entry_value2 => p_entry_value2 ,p_entry_value3 => p_entry_value3 ,p_entry_value4 => p_entry_value4 ,p_entry_value5 => p_entry_value5 ,p_entry_value6 => p_entry_value6 WrapperCallsOracle APIs

Integrator for the WrapperDefine the integrator to call your procedure (wrapper).Perform other setups for function and menu.Create layout.

End ResultThe spreadsheet columns are the wrapper parameters.Complete the spreadsheet and perform the upload.Integrator -> Wrapper -> Oracle APIs

Other OptionsSpreadsheetCustomProcedureIntegratorOracle Open InterfaceTableOracle OpenInterfaceLoad Open Interface TablesSpreadsheetCustomProcedureIntegratorCustomInterfaceTableCustom InterfaceLoad Custom Interface Tables

Additional FeaturesIntegrators can be equipped to:Export data from OracleUse lists of valuesAssociate with Oracle forms Tools/Export

GotchasPop-up blocker can block Web ADIExcel can not be open when you are creating a spreadsheet.Macro security in Excel must be medium and VB must be allowed.Error handling with Web ADI look at seeded integrators for examples.Protection on the Web ADI sheets is difficult.

Notes of Interest360105.1 Understanding and Using Web ADI in Oracle HRMS - Includes A Step by Step Guide to Creating HRMS Integrators228527.1 - "Web ADI for Oracle HRMSImplementation and Configuration Information"Web ADI Implementation Guide - bne115ig.pdfWeb ADI User Guide - bne115ug.pdf

QuestionsMy contact information Brian Pellotbpellot@earthlink.net

Special thanks to James Sanders and Dayton Power and Light