Oracle iStoreImplementation and Administration Guide Release 11iPart No. B13549-01March 2004Oracle iStore Implementation and Administration Guide, Release 11i Part No. B13549-01 Copyright 2001, 2004, Oracle. All rights reserved. The Programs (which include both the software and documentation) contain proprietary information; they are provided under a license agreement containing restrictions on use and disclosure and are also protected by copyright, patent, and other intellectual and industrial property laws. Reverse engineering, disassembly, or decompilation of the Programs, except to the extent required to obtain interoperability with other independently created software or as specified by law, is prohibited. The information contained in this document is subject to change without notice. If you find any problems in the documentation, please report them to us in writing. This document is not warranted to be error-free. 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Other names may be trademarks of their respective owners.ContentsList of Tables FiguresSend Us Your Comments ............................................................................................................. xxxix Preface........................................................................................................................................................... xliHow To Use This Guide ...................................................................................................................... xli Other Information Sources ................................................................................................................. xlv Training and Support ......................................................................................................................... xlix Do Not Use Database Tools to Modify Oracle Applications Data ................................................... l About Oracle ........................................................................................................................................... li Your Feedback......................................................................................................................................... li1Introduction1.1 Oracle iStore Overview ........................................................................................................ 1.1.1 Site Administration User Interface .............................................................................. 1.1.2 Catalog Management..................................................................................................... 1.1.3 Content Management .................................................................................................... 1.1.4 Site Reporting ................................................................................................................. 1.1.5 Automated User Communications.............................................................................. 1.1.6 Background Data Management ................................................................................... 1.1.7 User Management, Self-Service Registration, and Customer Information ........... 1.1.8 Globalization and Localization Support ..................................................................... 1.1.9 Interactive Selling and Ordering Options .................................................................. 1.1.10 Order Management and Fulfillment ........................................................................... 1.1.11 Marketing and Customer Tracking ............................................................................. 1-1 1-2 1-4 1-5 1-5 1-6 1-6 1-7 1-7 1-8 1-9 1-9iii1.1.12 Business Objects, Components, and Processes ........................................................ 1.2 New in this Release ............................................................................................................. 1.2.1 Extensible Self-Service Framework............................................................................ 1.2.2 Single Sign-on (SSO) Support ..................................................................................... 1.2.3 Display Template Mappings Import/Export........................................................... 1.2.4 E-Mail Notifications Enhancements .......................................................................... 1.2.5 Direct Item Entry Enhancements ............................................................................... 1.2.6 Configurator Usage Support ...................................................................................... 1.2.7 Enhanced Collaborative Purchasing ......................................................................... 1.2.8 User Access Control Improvements.......................................................................... 1.2.9 Order Tracker Enhancements..................................................................................... 1.2.10 Ability to Submit Returns ........................................................................................... 1.2.11 Support for Selling Serviceable Items with Services ............................................... 1.2.12 Pricing and Promotion Improvements...................................................................... 1.2.13 Enhanced Oracle Personalization Integration.......................................................... 1.2.14 Enhanced Descriptive Flexfield Support .................................................................. 1.2.15 Oracle Quoting Integration Enhancements .............................................................. 1.2.16 Improved Terms and Conditions Functionality ...................................................... 1.2.17 Performance Enhancements ....................................................................................... 1.2.18 Accessibility Compliance ............................................................................................ 1.3 Obsolete in this Release ......................................................................................................1-10 1-11 1-12 1-15 1-15 1-15 1-16 1-16 1-16 1-16 1-17 1-17 1-17 1-18 1-18 1-18 1-18 1-19 1-19 1-20 1-202Verify Mandatory Dependencies2.1 2.2 2.2.1 2.2.2 2.3 2.4 2.4.1 2.5 2.6 2.6.1 2.6.2 2.7 Related Documentation ........................................................................................................ Dependencies and Integrations to Other Oracle Applications ....................................... Overview of Dependencies and Integrations............................................................. Mandatory Dependency Implementation Steps........................................................ Accessing the Applications .................................................................................................. Install Software ...................................................................................................................... Multi-Language Setup (MLS) ....................................................................................... Initial Installation Verification............................................................................................. Setting up Oracle Receivables.............................................................................................. Setting up Country Address Formats ......................................................................... Oracle Trading Community Architecture .................................................................. Setting up Oracle General Ledger....................................................................................... 2-2 2-2 2-2 2-3 2-4 2-5 2-6 2-6 2-7 2-7 2-7 2-8iv2.8 Setting up Oracle Human Resources.................................................................................. 2.9 Setting up Oracle Inventory................................................................................................. 2.10 Setting up Oracle Order Management ............................................................................... 2.10.1 Setting up Defaulting Rules.......................................................................................... 2.10.2 Setting up Pricing......................................................................................................... 2.11 Setting up Oracle CRM Technology Foundation ........................................................... 2.11.1 Host Configuration ...................................................................................................... 2.11.2 Cookie Properties ......................................................................................................... 2.11.3 Setting Look and Feel JTF Property........................................................................... 2.12 Optional Integrations with Oracle iStore......................................................................... 2.12.1 Oracle Advanced Pricing ............................................................................................ 2.12.2 Oracle Advanced Supply Chain ................................................................................ 2.12.3 Oracle Bills of Material ................................................................................................ 2.12.4 Oracle Call Center Technology .................................................................................. 2.12.5 Oracle Configurator ..................................................................................................... 2.12.6 Oracle Content Manager ............................................................................................. 2.12.7 Oracle Contracts ........................................................................................................... 2.12.8 Oracle Customer Care ................................................................................................. 2.12.9 Oracle iSupport............................................................................................................. 2.12.10 Oracle Install Base ........................................................................................................ 2.12.11 Oracle Marketing.......................................................................................................... 2.12.12 Oracle Partner Management....................................................................................... 2.12.13 Oracle Quoting ............................................................................................................. 2.12.14 Oracle Sales Applications............................................................................................ 2.12.15 Oracle Shipping Execution ......................................................................................... 2.12.16 Oracle Single Sign-On Server ..................................................................................... 2.12.17 Oracle Workflow .......................................................................................................... 2.12.18 Oracle9iAS Web Cache................................................................................................2-8 2-8 2-8 2-9 2-11 2-11 2-12 2-12 2-12 2-14 2-15 2-15 2-15 2-15 2-16 2-16 2-16 2-16 2-16 2-16 2-17 2-17 2-17 2-17 2-17 2-17 2-18 2-183Implementation Overview3.1 3.2 3.3 Implementation Process Description.................................................................................. 3-1 Required Implementation Tasks ......................................................................................... 3-2 Advanced Tasks and Optional Integrations...................................................................... 3-2v4Implementation Tasks for Oracle iStore4.1 4.1.1 4.1.2 4.1.3 4.2 4.2.1 4.2.2 4.2.3 4.3 4.4 Setting up the Site Administration UI ................................................................................ Set Initial Profile Options .............................................................................................. Set up Administrators.................................................................................................... Launch the Site Administration UI............................................................................. Setting up the Customer UI ................................................................................................. Set up Guest User Access .............................................................................................. Verify the Guest User Account..................................................................................... Set Mandatory Customer UI Profile Options............................................................. Testing Sites.......................................................................................................................... Additional Implementation Tasks .................................................................................... 4-1 4-2 4-3 4-5 4-6 4-7 4-8 4-8 4-10 4-105Implementing Site Management5.1 5.1.1 5.2 5.2.1 5.2.2 5.2.3 5.2.4 5.2.5 5.2.6 5.2.7 5.2.8 5.2.9 5.2.10 5.2.11 5.3 5.3.1 5.4 5.4.1 5.4.2 Site Management Overview................................................................................................. Site Concepts ................................................................................................................... Creating Sites.......................................................................................................................... Create a Site: Getting Started and Entering Basic Information ............................... Create a Site: Assigning Languages............................................................................. Create a Site: Assigning Currencies............................................................................. Create a Site: Assigning Price Lists.............................................................................. Create a Site: Assigning Payment Types .................................................................... Create a Site: Assigning Shipping Methods ............................................................. Create a Site: Assigning Responsibilities (Creating Specialty Sites)..................... Create a Site: Manually Ordering Specialty Site Display Names.......................... Create a Site: Assigning Groups................................................................................. Create a Site: Setting Organization Access Restrictions ......................................... Create a Site: Setting Payment Threshold................................................................. Implementing Integrated Business Partner and Support Sites..................................... Navigation Behavior with Integrated Applications................................................ Integrated Site Management Sample Business Flows.................................................... User Navigates to Integrated Applications from Single Shared Site.................... Partner Navigates to Integrated Applications from Multiple Sites ...................... 5-1 5-2 5-4 5-5 5-7 5-8 5-8 5-9 5-10 5-10 5-12 5-12 5-14 5-15 5-15 5-17 5-19 5-19 5-21vi6Implementing Initial Customer UI Pages6.1 6.1.1 6.2 6.2.1 6.2.2 6.2.3 6.2.4 6.2.5 6.3 6.4 6.4.1 6.4.2 6.4.3 6.4.4 6.4.5 6.4.6 6.4.7 6.4.8 6.4.9 6.4.10 Customer UI Overview ........................................................................................................ Customer UI Terminology............................................................................................ Site Selection Page ................................................................................................................. Site Selection Page Overview ....................................................................................... Languages Implemented............................................................................................... Integration with Other Oracle Applications .............................................................. Additional Site Selection Page Functionality ............................................................. Setting up Site Selection Page Columns ..................................................................... Site Home Page...................................................................................................................... Initial Landing Page Icons and Other Elements ............................................................... Bins on Site Home Page................................................................................................. Site Selection Page Images .......................................................................................... Group Picker ................................................................................................................. Language Images ......................................................................................................... Language Links ............................................................................................................ Language List................................................................................................................ Logo Image.................................................................................................................... Navigation Icons .......................................................................................................... Quick Search ................................................................................................................. Specialty Site Picker ..................................................................................................... 6-1 6-2 6-4 6-4 6-4 6-4 6-5 6-5 6-7 6-8 6-9 6-12 6-13 6-13 6-15 6-16 6-16 6-17 6-19 6-207Implementing Products7.1 7.2 7.3 7.3.1 7.3.2 7.3.3 7.3.4 7.3.5 7.4 7.4.1 7.5 7.6 Products in Oracle iStore Overview ................................................................................... Other Oracle iStore Integrations for Product Deployment ............................................. Guidelines and Considerations for Oracle iStore Product Setup................................... Products Retrieved From a Single Inventory Organization .................................... Inventory Categories and the iStore Product Catalog .............................................. Required Inventory Flags for Oracle iStore Products............................................... Categories Lists and Site Administration UI Behavior............................................. How Oracle iStore Product Fields Map to Oracle Inventory Fields....................... Providing Regular Available to Promise (ATP)................................................................ High-Level Steps to Set up Regular ATP.................................................................... Display Options for Units of Measure ............................................................................... Translating Product Descriptions ....................................................................................... 7-1 7-2 7-3 7-4 7-4 7-5 7-6 7-7 7-7 7-8 7-8 7-8vii7.7 Using Product Autoplacement .......................................................................................... 7.7.1 Autoplacement Available for Leaf Sections Only ................................................... 7.7.2 Categories Map to Leaf Sections ................................................................................ 7.7.3 Running Product Autoplacement Concurrent Program ........................................ 7.7.4 Product Autoplacement Examples ............................................................................ 7.7.5 Product Autoplacement Concurrent Program Log................................................. 7.8 Support for Service Items ................................................................................................... 7.8.1 Service Items Support Key Terms and Definitions ................................................. 7.8.2 Service Items Catalog and Shopping Cart Display ................................................. 7.8.3 Implementing Service Items Support........................................................................ 7.8.4 Customizing Oracle iStore to Link Services to Oracle Install Base Items ............ 7.9 Setting up Product Search for the Customer UI.............................................................. 7.9.1 Customer UI Product Search Process Flow .............................................................. 7.9.2 Product Search Dependencies .................................................................................... 7.9.3 Special Characters and Reserved Words in the Search........................................... 7.9.4 Setting Up Oracle Inventory for Product Search ..................................................... 7.9.5 Setting Customer UI Search Profile Options ............................................................ 7.9.6 Running the iStore Search Insert Concurrent Program .......................................... 7.9.7 Populating the Section-Level Search Table .............................................................. 7.9.8 Enabling Fuzzy Searches............................................................................................. 7.9.9 Enabling Synonym Searches....................................................................................... 7.9.10 Creating Search Index Tables ..................................................................................... 7.9.11 PL/SQL, Java, and JSPs Involved in Search............................................................. 7.9.12 Customizing Search ..................................................................................................... 7.9.13 Adding Stopwords to Searches ..................................................................................7-10 7-10 7-11 7-12 7-14 7-16 7-17 7-17 7-18 7-25 7-30 7-32 7-32 7-33 7-34 7-36 7-36 7-36 7-37 7-39 7-39 7-41 7-42 7-43 7-448Implementing the Catalog8.1 8.2 8.2.1 8.2.2 8.2.3 8.2.4 8.3 8.3.1 Understanding Customer UI Page Display ....................................................................... Display Templates Overview .............................................................................................. Display Templates Present the Customer UI ............................................................. Display Template Characteristics ................................................................................ Creating New Display Templates................................................................................ Importing or Exporting Display Template Mappings.............................................. Catalog Overview.................................................................................................................. Implementing Sections .................................................................................................. 8-1 8-2 8-3 8-3 8-4 8-4 8-5 8-6viii8.3.2 8.3.3 8.3.4 8.3.5 8.4 8.4.1 8.5 8.6 8.6.1 8.6.2 8.6.3 8.6.4 8.6.5 8.6.6 8.6.7 8.7 8.8 8.8.1 8.8.2 8.8.3 8.8.4 8.8.5 8.8.6 8.8.7 8.8.8 8.9 8.9.1 8.9.2 8.9.3 8.9.4 8.9.5 8.9.6 8.9.7 8.9.8 8.9.9Catalog Hierarchy Guidelines and Behavior ............................................................. Section Types: Featured, Navigational, and Leaf...................................................... Section Statuses: Published or Unpublished.............................................................. Product Statuses: Published or Unpublished ............................................................ Understanding Section Display ........................................................................................ Section and Product Display Profile Options .......................................................... Section Templates Overview ............................................................................................. Section Templates................................................................................................................ Overview of Section Template Categories ............................................................... Fixed Versus Configurable Layout with Section Display Templates................... Templates for Section Contains Featured Subsections Category.......................... Templates for Section Contains Navigational Subsections Only Category......... Templates for Section Contains Products Only Category...................................... Templates for Component for Sections Contain Nav. Subsec. Only Category... Templates for Component for Sections Containing Products Only Category.... Product Display Templates................................................................................................ Creating and Maintaining Sections .................................................................................. Creating Sections.......................................................................................................... Duplicating Sections .................................................................................................... Adding Products to Sections Using the Sections Pages ......................................... Assigning Sections to Sites.......................................................................................... Adding Content to Sections........................................................................................ Selecting Layout and Setting Display Templates for Sections .............................. Setting the Display Order of Section Descendants.................................................. Using the Section Search Utility................................................................................. Maintaining Products in Sections ..................................................................................... Products Summary Page ............................................................................................. Previewing Products.................................................................................................... Updating Product Details ........................................................................................... Adding Products to Sections Using the Products Pages ........................................ Including or Excluding Products from Sites ............................................................ Setting Content at the Product Level ........................................................................ Setting Display Templates for Products ................................................................... Searching for Products ................................................................................................ Guidelines and Behavior of Product Search ............................................................8-6 8-8 8-9 8-9 8-10 8-10 8-12 8-13 8-14 8-15 8-16 8-19 8-23 8-28 8-29 8-31 8-36 8-37 8-39 8-40 8-42 8-43 8-45 8-46 8-48 8-50 8-50 8-51 8-51 8-52 8-53 8-53 8-55 8-56 8-58ix8.10 8.10.1 8.10.2 8.10.3 8.10.4 8.10.5 8.10.6 8.10.7 8.11 8.12 8.12.1 8.12.2 8.13 8.13.1Configuring Bin Placement and Content ......................................................................... Bins Overview............................................................................................................... Configurable and Fixed Layout Available ............................................................... Summary of Options for Changing Bin Placement and Content .......................... Using Fixed Bin Layout ............................................................................................... Using Configurable Bin Layout ................................................................................. Group Bins..................................................................................................................... Custom Group Bins...................................................................................................... Mapping Source Files to Display Templates ................................................................... Using Product Relationships ............................................................................................. Creating Relationships Using Mapping Rules......................................................... Using Relationship Product Exclusion/Inclusion Functionality .......................... Setting up Section Display Templates Text Messages ................................................... Modifying the Seeded Text Messages for Templates..............................................8-58 8-59 8-59 8-60 8-60 8-64 8-67 8-68 8-68 8-70 8-71 8-74 8-75 8-769Implementing Content9.1 9.1.1 9.1.2 9.2 9.2.1 9.3 9.3.1 9.3.2 9.3.3 9.3.4 9.4 9.4.1 9.4.2 9.4.3 9.4.4 Content Overview ................................................................................................................. How Oracle iStore Determines Which Content to Display...................................... Media Objects and Content Components Classes..................................................... Understanding Content Components ................................................................................ Seeded Content Components ....................................................................................... Understanding Media Objects........................................................................................... Using Media Objects to Present Message Text ........................................................ Seeded Media Objects.................................................................................................. Creating New Media Objects...................................................................................... Assigning Content Items to Media Objects .............................................................. Using the Content Repository ........................................................................................... Content Repository Overview.................................................................................... Understanding IBE: Use Database for Media Storage ............................................ Updating Source Files.................................................................................................. Uploading Source Files................................................................................................ 9-1 9-2 9-4 9-6 9-6 9-10 9-11 9-14 9-14 9-16 9-17 9-18 9-18 9-19 9-1910Implementing Pricing10.1 Pricing Functionality Overview ........................................................................................ 10-1 10.1.1 Pricing Terminology .................................................................................................... 10-2x10.1.2 10.1.3 10.1.4 10.2 10.2.1 10.3 10.3.1 10.3.2 10.4 10.4.1 10.5 10.5.1 10.5.2 10.6 10.6.1Basic Pricing Versus Advanced Pricing with Oracle iStore................................... Best Price and Site-Based Price List Scenarios ......................................................... Other Pricing Profile Options..................................................................................... Price Lists Overview ........................................................................................................... Multiple-Currency Price Lists .................................................................................... Pricing Qualifiers Overview .............................................................................................. Pricing Qualifiers Supported by Oracle iStore ........................................................ Oracle iStore Site as Pricing Qualifier ..................................................................... Pricing Modifiers Overview ............................................................................................ Promotional Goods Modifiers.................................................................................. Pricing Agreements........................................................................................................... Item-Level Agreements ............................................................................................. Commitments ............................................................................................................. Steps to Create Price Lists ................................................................................................ Creating Price Lists with Discount Modifiers........................................................10-3 10-4 10-4 10-5 10-5 10-7 10-7 10-10 10-13 10-14 10-19 10-20 10-21 10-21 10-2211Implementing Payment Types and Shipping Methods11.1 11.1.1 11.1.2 11.2 11.2.1 11.2.2 11.3 11.3.1 11.3.2 11.4 11.4.1 11.4.2 11.4.3 11.5 11.6 11.6.1 11.6.2 11.7 Oracle iStore Payment Types Overview .......................................................................... Credit Card Processing................................................................................................ Adding Additional Values to Payment Type Lookups.......................................... Payment Types Business Flows......................................................................................... Non-Credit Card Business Flow ................................................................................ Credit Card Business Flow ......................................................................................... Setting up Payment Types ................................................................................................. Setting up Non-Credit Card Payment Types........................................................... Setting up Credit Card Payment Types ................................................................... Using Payment Types Threshold...................................................................................... Payment Types Threshold Overview........................................................................ Tables Involved in Payment Types Threshold ........................................................ Enabling Payment Thresholds ................................................................................... Setting up Item-Level Billing ............................................................................................. Setting up Payment Commitments................................................................................... Define Commitment .................................................................................................... Enable Commitment .................................................................................................... Setting up Shipping Functionality .................................................................................... 11-1 11-2 11-2 11-3 11-3 11-3 11-4 11-4 11-4 11-5 11-5 11-6 11-6 11-7 11-7 11-8 11-8 11-8xi11.7.1 11.7.2 11.7.3 11.7.4 11.7.5 11.7.6Setting up Web-Enabled Shipping Methods ............................................................ 11-9 Assigning Freight Carriers to Default Inventory Organization ............................ 11-9 Setting up Shipping by Site....................................................................................... 11-10 Setting Preferred Shipping Method......................................................................... 11-10 Allowing Item Level Shipping Methods................................................................. 11-10 Allowing Users to Enter Shipping Information..................................................... 11-1112Implementing Carts and Orders12.1 Shopping Carts..................................................................................................................... 12.1.1 Shopping Carts Overview........................................................................................... 12.1.2 Shopping Cart Types and Characteristics ................................................................ 12.1.3 Using Shopping Carts.................................................................................................. 12.1.4 Active/Saved Carts Process Flow.............................................................................. 12.1.5 Accessing Cart Lists in the My Carts Page ............................................................... 12.1.6 Accessing Saved Carts ............................................................................................... 12.1.7 Working with the Active Cart .................................................................................. 12.1.8 System-Saved and Default-Named Shopping Carts ............................................. 12.1.9 Automatic Re-pricing of Cart Items ........................................................................ 12.1.10 Using Additional Information (DFFs) in Shopping Carts.................................... 12.1.11 Using Pricing Agreements in Shopping Carts ....................................................... 12.1.12 Using Promotion Codes in Shopping Carts ........................................................... 12.1.13 Using Attachments in Shopping Carts.................................................................... 12.1.14 Checking Item Availability in Shopping Carts ...................................................... 12.1.15 Shopping Lists ............................................................................................................ 12.1.16 Shopping Cart Security............................................................................................. 12.1.17 Tax Display in Shopping Carts................................................................................. 12.1.18 Shopping Cart Expiration Values ............................................................................ 12.1.19 Merging Duplicate Items in Cart ............................................................................. 12.1.20 Decimal Quantities for Cart Items ........................................................................... 12.2 Direct Item Entry ............................................................................................................... 12.2.1 Direct Item Entry Benefits ......................................................................................... 12.2.2 Direct Item Entry Process Flow................................................................................ 12.2.3 Process Flow for Uploading Comma Separated Values File ............................... 12.2.4 Implementing Direct Item Entry.............................................................................. 12.3 Shopping Cart Sharing ..................................................................................................... 12-1 12-3 12-4 12-4 12-5 12-7 12-10 12-11 12-14 12-15 12-16 12-16 12-17 12-17 12-17 12-18 12-20 12-21 12-21 12-22 12-22 12-23 12-23 12-24 12-25 12-26 12-29xii12.3.1 Cart Sharing Overview.............................................................................................. 12.3.2 Shared Cart Behavior................................................................................................. 12.3.3 Shared Cart Roles ....................................................................................................... 12.3.4 Sharing Carts............................................................................................................... 12.3.5 Re-sharing Carts ......................................................................................................... 12.3.6 Retrieving Shared Carts ............................................................................................ 12.3.7 Requesting Assistance or Rejecting T&Cs with Shared Carts ............................. 12.3.8 Additional Rules and Guidelines for Shared Cart Members............................... 12.3.9 Quote Sharing ............................................................................................................. 12.3.10 Implementing Shared Carts...................................................................................... 12.4 Checkout and Order Placement ...................................................................................... 12.4.1 Checkout/Order Placement Process Flow ............................................................. 12.4.2 Shopping Cart Defaulting ......................................................................................... 12.4.3 Deleted (Invalidated) Addresses in Shopping Carts ............................................ 12.4.4 Requesting Sales Assistance During Checkout ..................................................... 12.4.5 Rejecting Terms and Conditions During Checkout .............................................. 12.4.6 Mandating B2B Contact Information During Checkout ...................................... 12.4.7 How Account Sites Are Generated with Orders ................................................... 12.4.8 Express Checkout ....................................................................................................... 12.5 Orders Business Flow ....................................................................................................... 12.6 Order Tracking .................................................................................................................. 12.6.1 Order Tracker Overview........................................................................................... 12.6.2 Permission Checking in Order Tracker................................................................... 12.6.3 Setting Number of Invoice/Order Lines to Display ............................................. 12.6.4 Invoice Details in Order Tracker.............................................................................. 12.6.5 Payment Details in Order Tracker ........................................................................... 12.6.6 Shipping Details in Order Tracker........................................................................... 12.6.7 Configured Items in Order Tracker......................................................................... 12.6.8 Order Tracker Hook for Shipping Lines................................................................. 12.6.9 Changing Order Tracker Column Attributes......................................................... 12.7 Order Cancellation ............................................................................................................ 12.7.1 Order Cancellation Process Flow............................................................................. 12.7.2 Implementing Order Cancellation........................................................................... 12.8 Order Returns .................................................................................................................... 12.8.1 Returns Overview ......................................................................................................12-29 12-30 12-32 12-33 12-35 12-35 12-36 12-37 12-39 12-40 12-41 12-41 12-44 12-45 12-47 12-47 12-47 12-48 12-48 12-50 12-51 12-52 12-55 12-55 12-56 12-56 12-56 12-57 12-60 12-62 12-64 12-64 12-65 12-65 12-66xiii12.8.2 Returns Functionality With and Without OM Release 11.5.10............................ 12.8.3 Validations Performed in Returns Process............................................................. 12.8.4 Pending Returns Queue ............................................................................................ 12.8.5 Returns Process Flows ............................................................................................... 12.8.6 Tracking Returns ........................................................................................................ 12.8.7 Rules and Guidelines for Returns ............................................................................ 12.8.8 Implementing Returns............................................................................................... 12.9 Oracle iStore and Party/Account Merge ....................................................................... 12.9.1 Party/Account Merge Overview ............................................................................. 12.9.2 Oracle iStores Behavior with Party/Account Merge ........................................... 12.9.3 Best Practice: Run Account Merge after Party Merge.......................................... 12.9.4 Oracle iStore Foreign Keys Used in Party/Account Merge.................................12-66 12-68 12-69 12-70 12-74 12-75 12-81 12-86 12-86 12-87 12-90 12-9113Implementing User Management13.1 13.1.1 13.2 13.3 13.3.1 13.3.2 13.3.3 13.3.4 13.3.5 13.3.6 13.4 13.4.1 13.4.2 13.4.3 13.4.4 13.4.5 13.4.6 13.5 13.5.1 13.5.2 13.6 Overview of User Management ........................................................................................ 13-1 Key Terms and Definitions ......................................................................................... 13-2 User Registration Overview............................................................................................... 13-4 User Management Integration with Other Oracle Applications .................................. 13-5 Common Registration Framework Benefits and Behavior .................................... 13-5 User Type Support Across Applications .................................................................. 13-6 E-Mail Notifications Support...................................................................................... 13-8 Preservation of Application Context ......................................................................... 13-8 Deep Linking Support ................................................................................................. 13-9 Support for Single Sign-On ......................................................................................... 13-9 Ensuring Proper Dependency Setup for User Management......................................... 13-9 Setting up User Registration..................................................................................... 13-10 Setting up Account Creation..................................................................................... 13-11 Setting up Approval Definitions.............................................................................. 13-11 Setting up E-Mail Notifications for User Management ........................................ 13-13 Setting up Enrollments .............................................................................................. 13-14 Setting up Custom User Types................................................................................. 13-15 User Types Overview........................................................................................................ 13-15 Oracle iStore User Types ........................................................................................... 13-16 User Types for Integrating Applications ................................................................ 13-18 Registering Using Oracle iStore....................................................................................... 13-18xiv13.6.1 User Type Registration Selections ........................................................................... 13.6.2 Logging in Through Oracle iStore ........................................................................... 13.6.3 Opting In/Opting Out............................................................................................... 13.7 Managing Business Users with Oracle iStore................................................................ 13.7.1 B2B User Management Overview............................................................................ 13.7.2 Explicitly Approving B2B Users .............................................................................. 13.7.3 Self-Registration Steps for B2B Users...................................................................... 13.7.4 Oracle iStore B2B User Roles .................................................................................... 13.7.5 Overview of Primary Users and the User Management Pages........................... 13.7.6 Approval of Self-Registered B2B Users .................................................................. 13.7.7 Contact Management Page ....................................................................................... 13.7.8 Creating B2B Users .................................................................................................... 13.7.9 Assigning Roles to B2B Users................................................................................... 13.7.10 Assigning Sites to B2B Users .................................................................................... 13.7.11 Account Assignment After Approval ..................................................................... 13.7.12 Role Management Page............................................................................................. 13.8 User and Company Profile Management Overview.................................................... 13.8.1 Personal Profile Pages ............................................................................................... 13.8.2 Company Profile Pages ............................................................................................. 13.8.3 Configuring Profile Menus ....................................................................................... 13.9 Setting up Self-Service Login Assistance ....................................................................... 13.9.1 Self-Service Login Assistance Process Flow...........................................................13-19 13-20 13-21 13-22 13-23 13-23 13-24 13-25 13-27 13-27 13-30 13-32 13-34 13-35 13-36 13-37 13-38 13-39 13-43 13-47 13-49 13-4914Implementing Customer Assistance14.1 Customer Assistance Features Overview ........................................................................ 14.2 Sales Assistance ................................................................................................................... 14.2.1 Sales Assistance Business Flow.................................................................................. 14.2.2 Implementing Sales Assistance.................................................................................. 14.3 Call Me Back Assistance ..................................................................................................... 14.3.1 Call Me Back Business Flow ....................................................................................... 14.3.2 Implementing Call Me Back ....................................................................................... 14-1 14-1 14-2 14-4 14-5 14-6 14-615Implementing Messages and Prompts15.1 15.2 Site Text Messages Overview ............................................................................................ 15-1 Modifying Text Messages .................................................................................................. 15-2xv15.2.1 15.2.2 15.3 15.3.1 15.4 15.5 15.6 15.6.1 15.6.2 15.6.3 15.6.4 15.6.5 15.6.6 15.6.7Locating Text in JSPs.................................................................................................... Translating Message Text............................................................................................ Site-Specific Messaging....................................................................................................... Creating Custom Site Messages ................................................................................. Oracle iStore Login Page Messages .................................................................................. Self-Service Login Assistance Messages........................................................................... Modifying Oracle Application Object Library Lookups................................................ Sales Assistance Reasons Lookups ............................................................................ Share Cart Roles Lookups ........................................................................................... Media Objects and Content Components Classes Lookups ................................ Site Group Names Lookup ....................................................................................... Returns Reasons Lookup........................................................................................... Order Tracker Search Lookup .................................................................................. User Type Lookups ....................................................................................................15-3 15-4 15-4 15-5 15-6 15-6 15-8 15-9 15-9 15-10 15-10 15-11 15-11 15-1216Implementing Reports16.1 16.2 16.2.1 16.2.2 16.2.3 16.2.4 16.2.5 16.2.6 16.3 16.4 16.5 16.6 16.6.1 16.6.2 16.6.3 16.6.4 16.6.5 16.6.6 16.6.7 Overview of Oracle iStore Reports ................................................................................... Implementing Oracle iStore Reports ................................................................................ Set up Calendar in General Ledger ........................................................................... Set up Oracle Discoverer 4i for Use in Oracle iStore............................................... Set iStore Profile Options for Reports ....................................................................... Set Conversion Rates ................................................................................................... Prepare Data (Run Concurrent Programs) ............................................................... Verify Discoverer Implementation .......................................................................... Using the Bins Dashboard................................................................................................ Setting Bin Preferences ..................................................................................................... Setting up E-mail Delivery for Reports .......................................................................... Oracle iStore Business Reports Details........................................................................... Top Product Sales Report.......................................................................................... Customer Sales Report .............................................................................................. Top N Orders Report ................................................................................................. Site Order Summary Report ..................................................................................... Sales by Agreement Report....................................................................................... Shopping Cart Conversion Report .......................................................................... Sales by End User Type Report ................................................................................ 16-1 16-3 16-4 16-4 16-7 16-8 16-9 16-15 16-15 16-16 16-19 16-20 16-21 16-24 16-27 16-30 16-32 16-33 16-35xvi16.7 Oracle iStore Operational Reports Details..................................................................... 16.7.1 Product Reports and Bins ......................................................................................... 16.7.2 Sections Reports and Bins ......................................................................................... 16.8 Understanding Oracle iStore Reports Architecture ..................................................... 16.9 Oracle iStore Reports Lookup Types..............................................................................16-37 16-37 16-49 16-57 16-5917Implementing Globalization and Multi-Org Architecture17.1 Overview of Globalization and Multiple Organization Architecture ......................... 17-1 17.2 Oracle iStore Key Global Features and Benefits ............................................................. 17-2 17.3 Implementing Globalization with Oracle iStore............................................................. 17-2 17.3.1 Implement Oracle Multiple Organization Architecture......................................... 17-3 17.3.2 Install Languages and Currencies ............................................................................. 17-3 17.3.3 Set up Responsibilities................................................................................................. 17-4 17.3.4 Create Global Sites ....................................................................................................... 17-5 17.3.5 Translate Product Descriptions.................................................................................. 17-5 17.3.6 Enable Global Currencies and Price Lists................................................................. 17-5 17.3.7 Set up Global Customer UI......................................................................................... 17-5 17.3.8 Use Global Address Formats...................................................................................... 17-6 17.3.9 Ensure Display of Localized Quantities.................................................................... 17-618Implementing Performance and SSL18.1 18.2 18.3 18.3.1 18.4 18.4.1 18.4.2 18.4.3 Overview of Caching .......................................................................................................... Overview of Cached Data in Oracle iStore...................................................................... Setting up JTT Cache........................................................................................................... Component Caches for Oracle iStore in JTT ............................................................ Setting up Secure Socket Layer Connections .................................................................. Enabling SSL Switching .............................................................................................. SSL and Non-SSL Enabled Pages in Oracle iStore .................................................. Setting JTT JVM Cookie Parameters.......................................................................... 18-1 18-2 18-2 18-3 18-5 18-5 18-7 18-719Verifying the Implementation19.1 Oracle iStore Implementation Verification Tasks........................................................... 19-1 19.1.1 Testing the Sites............................................................................................................ 19-1 19.1.2 Using Preview Mode ................................................................................................... 19-2xvii20Diagnostics and Troubleshooting20.1 Oracle CRM Diagnostics..................................................................................................... 20-2 20.2 Browser Cookies and Oracle Java Applications ............................................................. 20-2 20.2.1 Steps to Check JTT Cookie Properties ....................................................................... 20-2 20.2.2 How to Find the JTT Session Cookie Name ............................................................. 20-2 20.3 Setting up User-Level Logging.......................................................................................... 20-3 20.4 Technology Stack Debugging ............................................................................................ 20-4 20.5 Receiving Diagnostic Messages......................................................................................... 20-4 20.6 Site Administration UI Errors............................................................................................ 20-5 20.6.1 Understanding Browser Reload Action .................................................................... 20-5 20.6.2 Section Hierarchy Errors ............................................................................................. 20-5 20.6.3 Reports Errors ............................................................................................................... 20-6 20.7 Customer UI Login Errors.................................................................................................. 20-8 20.8 Display Manager Errors ..................................................................................................... 20-9 20.9 Catalog Errors .................................................................................................................... 20-10 20.9.1 Specific Error Messages for Catalog ........................................................................ 20-11 20.10 Pricing Errors ..................................................................................................................... 20-15 20.10.1 Generating a Pricing Debug Trace........................................................................... 20-16 20.11 Search Errors ...................................................................................................................... 20-17 20.12 Notifications Errors ........................................................................................................... 20-19 20.13 Lead Import Errors............................................................................................................ 20-20 20.14 Fulfillment Errors .............................................................................................................. 20-21 20.15 Potential Issues Installing Oracle8i interMedia Text Version 8.1.7 ............................ 20-21 20.15.1 Manually Installing ctxsys Data Dictionary ........................................................... 20-22 20.15.2 Post-Installation Setup............................................................................................... 20-2221Integrating Oracle iStore with Oracle Advanced Supply Chain Planning21.1 Overview of Oracle Advanced Supply Chain Planning................................................ 21-1 21.2 Setting up Oracle Advanced Supply Chain Planning.................................................... 21-1 21.2.1 Setting up Global Available to Promise (ATP) ........................................................ 21-222Integrating Oracle iStore with Oracle Bills of Material22.1 22.2 Overview of Oracle Bills of Material ................................................................................ 22-1 Oracle iStore Functionality with Oracle Bills of Material.............................................. 22-2xviii22.2.1 Overview of Model Bundles....................................................................................... 22.2.2 Model Bundle Display in the Catalog ....................................................................... 22.2.3 Model Bundle Display in the Shopping Cart........................................................... 22.2.4 Model Bundle Pricing.................................................................................................. 22.3 Implementing Oracle Bills of Material .............................................................................22-2 22-2 22-3 22-3 22-423Integrating Oracle iStore with Oracle Configurator23.1 23.2 23.3 23.3.1 23.3.2 23.3.3 23.3.4 23.3.5 23.4 23.5 23.6 23.6.1 23.6.2 Overview of Oracle Configurator ..................................................................................... Creating Configurable Product Models........................................................................... Oracle iStore Functionality with Oracle Configurator................................................... Customer UI Configurator Business Flow ............................................................... Retrieving the Configurator UI .................................................................................. Changing the Oracle Configurator UI....................................................................... Using Solution-Based Modeling ................................................................................ Configurator Usage Support ...................................................................................... Setting up Oracle Configurator ......................................................................................... Testing the Oracle Configurator Setup ............................................................................ Troubleshooting Oracle Configurator Integration ....................................................... The Initialize and Terminate Messages................................................................... Common Oracle Configurator Integration Errors................................................. 23-1 23-1 23-2 23-3 23-3 23-4 23-4 23-5 23-7 23-9 23-12 23-12 23-1424Integrating Oracle iStore with Oracle Content Manager24.1 24.1.1 24.1.2 24.1.3 24.2 24.3 24.3.1 24.3.2 24.4 24.4.1 24.4.2 24.4.3 24.4.4 Oracle Content Manager Overview.................................................................................. Oracle Content Manager Key Features ..................................................................... Oracle Content Manager Integration Key Terms and Definitions........................ Oracle Content Manager Content Types .................................................................. Implementing Oracle Content Manager .......................................................................... Oracle iStore Functionality with Oracle Content Manager........................................... Architecture and Integration Points in Oracle iStore-OCM Integration.............. Business Flows for Oracle iStore-OCM Integration ................................................ Implementing Oracle iStore-OCM Integration ............................................................... Step 1 - Migrate Attachments from File System to Database ................................ Step 2 - Run Data Migration Concurrent Program ................................................. Step 3 - Set Profile Options ......................................................................................... Step 4 - Modify Oracle iStore Menu ........................................................................ 24-1 24-2 24-3 24-4 24-5 24-5 24-6 24-7 24-8 24-9 24-9 24-9 24-10xix24.4.5 Step 5 - Grant OCM Privileges to Site Administrator .......................................... 24.4.6 Step 6 - Test Oracle iStore-OCM Integration......................................................... 24.5 Site Administration Behavior with OCM Integration.................................................. 24.5.1 Existing Site Administration Subtabs and Related Functionality Changes....... 24.5.2 Additional Site Administration Subtabs and Related Functionality Changes.. 24.6 Usage Summary Pages ..................................................................................................... 24.6.1 Usage Summary: Content Usage by Sites Page ..................................................... 24.6.2 Applying the Latest Version of a Content Item ..................................................... 24.6.3 Viewing Usage Details and Changing Live Version............................................. 24.6.4 Replacing Content Items ........................................................................................... 24.6.5 Content Items Search Utility..................................................................................... 24.7 Concurrent Program to Migrate Data ............................................................................ 24.7.1 Running the iStore Content Items Migration Concurrent Program ................... 24.7.2 Understanding the OCM Integration Profile Option............................................ 24.7.3 Concurrent Program Process Flow .......................................................................... 24.7.4 Concurrent Program Parameters ............................................................................. 24.7.5 Migration Logic of Concurrent Program ................................................................ 24.7.6 File Extensions Used for Attachment Categorization ........................................... 24.7.7 Concurrent Program Output ....................................................................................24-11 24-11 24-12 24-12 24-12 24-13 24-14 24-15 24-15 24-16 24-18 24-19 24-20 24-20 24-20 24-20 24-21 24-21 24-2225Integrating Oracle iStore with Oracle iSupport25.1 Overview of Oracle iSupport............................................................................................. 25-1 25.2 Overview of Oracle iStore Functionality with Oracle iSupport ................................... 25-2 25.3 Integrating Oracle iSupport with Oracle iStore Site Management .............................. 25-2 25.3.1 Summary of Site Management Options for Oracle iSupport................................. 25-2 25.3.2 Support Home Page ..................................................................................................... 25-4 25.3.3 Setting up a Support Site - Sample Scenario ............................................................ 25-4 25.3.4 Enabling Sites Navigation Icon .................................................................................. 25-5 25.3.5 Enabling the Quick Links Bin ..................................................................................... 25-6 25.3.6 Enabling the Support Group Bin................................................................................ 25-7 25.3.7 Oracle iStore Customer UI Access for Oracle iSupport Users............................... 25-7 25.3.8 Registration for Oracle iSupport Users ..................................................................... 25-7 25.3.9 Customizing Oracle iSupport User Profile Pages.................................................. 25-10 25.3.10 Example Business Scenarios ..................................................................................... 25-11 25.4 Using Oracle iSupport for Call Me Back Functionality ............................................... 25-17xx25.4.1Setting up Call Back in Oracle iStore....................................................................... 25-1726Integrating Oracle iStore with Oracle Marketing26.1 26.1.1 26.2 26.3 26.4 26.4.1 26.4.2 26.4.3 26.4.4 26.4.5 26.5 26.5.1 26.5.2 26.6 26.6.1 26.6.2 26.6.3 26.6.4 26.7 26.7.1 26.8 Overview of Oracle Marketing.......................................................................................... Implementing Oracle Marketing ............................................................................... Oracle iStore-Oracle Marketing Integration Overview ................................................. Oracle Marketing Products Integration Overview......................................................... Implementing Oracle Marketing Products Integration ................................................. Step 1 - Set up iStore Administrator as CRM Resource.......................................... Step 2 - Modify Oracle iStore Menu .......................................................................... Step 3 - Set Profile Options ......................................................................................... Step 4 - Run Load Categories Concurrent Program................................................ Step 5 - Recompile the Key Flexfield Segments....................................................... Products Functionality with Oracle Marketing Integration.......................................... Catalog Tab Changes................................................................................................... Advanced Tab Changes .............................................................................................. Product Creation and Maintenance Overview ............................................................... Product Creation ........................................................................................................ Product Maintenance................................................................................................. Creating New Product Templates ........................................................................... Product Attributes in Seeded Product Templates................................................. Using Oracle Marketing to Provide Content in the Customer UI.............................. High-Level Steps for Creating and Posting Content with Oracle Marketing ... Using Oracle Marketing for Personalization in the Customer UI.............................. 26-1 26-2 26-2 26-2 26-3 26-3 26-5 26-5 26-7 26-8 26-8 26-8 26-9 26-9 26-10 26-14 26-18 26-19 26-23 26-23 26-2427Integrating Oracle iStore with Oracle Partner Management27.1 Overview of Oracle Partner Management....................................................................... 27.1.1 Implementing Oracle Partner Management ............................................................ 27.2 Oracle iStore-Oracle Partner Management Integration Overview .............................. 27.2.1 Summary of Site Management Options for Oracle Partner Management........... 27.2.2 Partner Home Page ...................................................................................................... 27.2.3 Setting up a Partner Site - Sample Scenario ............................................................. 27.2.4 Partner Program Enrollments .................................................................................... 27.2.5 Enabling Sites Navigation Icon .................................................................................. 27.2.6 Enabling the Quick Links Bin..................................................................................... 27-1 27-1 27-2 27-3 27-4 27-4 27-5 27-6 27-7xxi27.2.7 27.2.8 27.2.9 27.2.10 27.2.11 27.2.12Enabling the Partners Group Bin ............................................................................... 27-8 Oracle iStore Customer UI Access for Oracle Partner Management Users ......... 27-8 Registration for Oracle Partner Management Users ............................................... 27-8 Customizing Oracle Partner Management User Profile Pages............................ 27-10 Sample Oracle Partner Management User Registration Flows ........................... 27-10 Example Business Scenario ....................................................................................... 27-1528Integrating Oracle iStore with Oracle Quoting28.1 Overview of Oracle Quoting.............................................................................................. 28.1.1 Setting up Oracle Quoting .......................................................................................... 28.2 Oracle iStore-Oracle Quoting Integration Overview ..................................................... 28.3 Quote Publishing ................................................................................................................. 28.3.1 Conditions for Publishing a Quote ............................................................................ 28.3.2 API-Level Validation of Site Settings ........................................................................ 28.3.3 Web Published Quotes Business Flow ...................................................................... 28.3.4 Setting Web Publish Profile Options ........................................................................ 28.3.5 Allowing Customers to Update Published Quotes ................................................. 28-1 28-1 28-2 28-2 28-3 28-4 28-4 28-6 28-629Integrating Oracle iStore with Oracle Sales Applications29.1 29.2 29.2.1 29.3 29.4 29.4.1 29.4.2 29.5 29.5.1 29.5.2 29.6 29.6.1 29.6.2 29.6.3 Oracle Sales Product Suite Overview ............................................................................... Oracle iStore Lead Import Functionality Overview ....................................................... Oracle iStore Lead Import Benefits............................................................................ Oracle iStore Lead Import Process Flow .......................................................................... Setting up Oracle iStore to Generate Leads ..................................................................... Setting iStore Lead Import Profile Options .............................................................. Ensure User Setups for iStore Lead Import Concurrent Program Set.................. Setting up Oracle Sales Applications for Lead Import................................................... User Requirements for Running Sales Lead Import Program............................... Oracle Sales Profile Options Required for iStore Lead Import.............................. Running the Leads Concurrent Programs ....................................................................... Run iStore Lead Import Concurrent Program Set ................................................... iStore Lead Import Concurrent Program Enter Parameters Screen.................... Run Sales Lead Import Concurrent Program......................................................... 29-1 29-2 29-2 29-3 29-4 29-5 29-5 29-6 29-6 29-7 29-8 29-8 29-12 29-14xxii30Integrating Oracle iStore with Oracle Sales Contracts30.1 Overview of Oracle Sales Contracts ................................................................................. 30.1.1 Setting up Oracle Sales Contracts .............................................................................. 30.2 Using Terms and Conditions............................................................................................. 30.2.1 Terms and Conditions Process Flow......................................................................... 30.2.2 Implementing Terms and Conditions....................................................................... 30.2.3 Sales Assistance with Terms and Conditions Rejection ......................................... 30-1 30-2 30-2 30-2 30-4 30-531Integrating Oracle iStore with Oracle Shipping Execution31.1 31.2 Overview of Oracle Shipping Execution ......................................................................... 31-1 Setting up Oracle Shipping Execution ............................................................................. 31-132Integrating Oracle iStore with Oracle Single Sign-On32.1 Overview of Single Sign-On .............................................................................................. 32.1.1 Implementing Oracle Single Sign-On Server ........................................................... 32.2 Single Sign-On Functionality with Oracle iStore............................................................ 32.2.1 User Authentication..................................................................................................... 32.2.2 User Session Parameters ............................................................................................. 32.2.3 Login/Logout ............................................................................................................... 32.2.4 User Notification Events ............................................................................................. 32.2.5 User Registration.......................................................................................................... 32.2.6 User Management with SSO....................................................................................... 32.2.7 Oracle iStore Sensitive Pages...................................................................................... 32.2.8 Language Support........................................................................................................ 32.3 Implementing Oracle Single Sign-On with Oracle iStore.............................................. 32-1 32-2 32-2 32-2 32-3 32-3 32-3 32-4 32-4 32-4 32-5 32-533Integrating Oracle iStore with Oracle9iAS Web Cache33.1 Overview of Oracle9iAS Web Cache................................................................................ 33.2 Oracle iStore Functionality with Oracle9iAS Web Cache ............................................. 33.2.1 Preview Mode Not Supported Through 9iAS Web Cache .................................... 33.2.2 Using Oracle9iAS WebCache with SSL .................................................................... 33.3 Setting up Oracle9iAS Web Cache.................................................................................... 33.3.1 Perform Initial Setup for Oracle9iAS Web Cache.................................................... 33.3.2 Create a Rule for Multiple Documents with Same Selector (URL) by Cookies .. 33-1 33-2 33-3 33-3 33-3 33-4 33-5xxiii33.3.3 Create Session/Personalized Attribute Definitions ................................................ 33.3.4 Create Session/Personalized Attribute Related Caching Rules............................ 33.3.5 Create Cacheability Rules ........................................................................................... 33.3.6 Create Expiration Rules............................................................................................. 33.3.7 Create a Selector Association for the Multiple Documents Rule ........................ 33.3.8 Create Selector Associations for Sessions and Personalized Attributes............. 33.3.9 Set Up Simple Personalization ................................................................................. 33.3.10 Set Up Test Environment .......................................................................................... 33.4 Partial Web Cache ............................................................................................................. 33.4.1 Partial Web Cache Overview.................................................................................... 33.4.2 Partial Web Cache Functional Flow ........................................................................ 33.4.3 Partial Web Cache Prerequisites .............................................................................. 33.4.4 Implementing Partial Web Cache ............................................................................ 33.5 Dynamic Page Cacheability for Section Configurable Layout.................................... 33.5.1 Dynamic Page Cacheability Functional Flow ........................................................ 33.5.2 Implementing Dynamic Page Cacheability ............................................................33-6 33-8 33-9 33-10 33-11 33-11 33-12 33-13 33-13 33-13 33-14 33-15 33-15 33-22 33-22 33-2334Integrating Oracle iStore with Oracle Workflow34.1 34.2 34.2.1 34.2.2 34.2.3 34.3 34.3.1 34.3.2 34.4 34.4.1 Overview of Oracle Workflow .......................................................................................... Oracle iStore Functionality with Oracle Workflow ........................................................ Notifications Business Flow........................................................................................ Oracle iStore Seeded Notifications ............................................................................ Other Supported Notification Events for User Management ................................ Setting up Oracle iStore to Use Oracle Workflow Notifications ................................ Setting up Oracle iStore to Use Workflow Notifications - Required Steps........ Setting up Oracle iStore to Use Workflow Notifications - Optional Steps ........ Customizing Oracle iStore-Oracle Workflow Integration........................................... Creating Messages...................................................................................................... 34-1 34-2 34-3 34-3 34-9 34-10 34-10 34-10 34-15 34-15AProfile OptionsA.1 A.2 A.2.1 A.3 A.3.1 Before You Begin ................................................................................................................... How to Set Profile Options .................................................................................................. Finding Application and Responsibility ID Values .................................................. Oracle CRM Technology Foundation Profile Options..................................................... Foundation Profile Options for HTML UI Setup....................................................... A-2 A-2 A-3 A-3 A-4xxivA.3.2 A.3.3 A.4 A.5 A.6 A.7 A.8 A.9 A.10 A.11 A.12 A.13 A.14 A.15 A.16 A.17 A.18Foundation Profile Options for iStore Administrator User ..................................... A-5 Foundation Profile Options for Guest User ............................................................... A-6 Concurrent Program Manager Profile Options ................................................................ A-6 Site Administration UI Setup Profile Options................................................................... A-6 Customer UI Mandatory Setup Profile Options ............................................................... A-8 Other Customer UI Profile Options.................................................................................. A-10 Customer UI Pricing Profile Options ............................................................................... A-20 Customer UI Product Search Profile Options ................................................................. A-21 Reports Profile Options ...................................................................................................... A-23 Lead Import Profile Options.............................................................................................. A-24 Oracle Workflow (E-mail Notifications) Integration Profile Options ......................... A-25 Caching and SSL Profile Options...................................................................................... A-25 Oracle Order Capture/Oracle Quoting Integration Profile Options........................... A-26 Oracle Configurator/Bills of Material Integration Profile Options ............................. A-28 Oracle Content Manager Integration Profile Options.................................................... A-28 Oracle Marketing Integration Profile Options ................................................................ A-29 Unsupported Profile Options ............................................................................................ A-30BConcurrent ProgramsB.1 B.2 B.3 B.3.1 B.3.2 B.4 B.4.1 B.5 B.5.1 B.6 B.7 B.8 B.9 B.10 B.11 B.12 Overview of Oracle Applications Concurrent Programs ................................................ Overview of Oracle iStore Concurrent Programs ............................................................ Search Functions Concurrent Programs ............................................................................ iStore Search Insert...................................