Introduction to OA Framework page Personalization

Abstract
This article identifies how Oracle Application (OA) framework pages can be personalized.

Introduction
You can personalize the layout of the Oracle Application (OA) user interface and the content it displays to suit your business needs or user preferences.

You personalize pages to customize users' view of them, rather than to extend the functionality of an application. You can't, for example, add a new region to an existing page, modify business logic, such as data validation, or build new pages using personalization. To do this, you need to create extensions using Oracle 9i JDeveloper with OA Extension.


Benefits of personalizations
Personalizing pages in the OA framework enables you to cater for site-wide and user-specific needs at several levels.

Benefits of page personalizations in the OA framework are that

* they survive upgrades and patches
* administrators can apply personalizations on any component
* users can apply personalizations on queries
* administrators can easily disable personalizations for debugging
* personalizations can be implemented on a test system, for testing prior to deployment
* personalizations can be translated

You save OA framework-based pages as page definitions, for which the database stores metadata. At runtime, a page definition is layered over the base page it personalizes, leaving the original page unchanged.

Personalization levels
Personalizations may occur at the administrator or user level, or be seeded by Oracle application developers.

Administrator-level personalizations
At the administrator level, all OA framework-based pages can be personalized by default. However, administrators can't personalize programmatically created pages or regions, or pages or regions for which the application developer has explicitly disabled administrator personalization.

Administrators may personalize pages, for example, by

changing text for labels, prompts, and tip messages
hiding or showing components
reordering components
restricting query results
adding items, such as fields, buttons, links, pick lists, or images
structuring graphs and charts
seeding end-user views
specifying whether fields are required
changing the destination of hyperlinks

The extent to which an administrator can personalize page flow is limited, and depends on how the flow was implemented. In some cases, you can modify function URLs and personalize the destination URLs that display as navigational elements. Page flow changes are generally beyond the scope of systems administrators, however, because such changes may affect transaction flows, and need thorough testing.

Administrators can personalize OA framework pages at the following levels:
function
location
site
organization
responsibility

As an administrator, you can define personalizations at the function level to determine which users can access specific functions, and when. For example, you can hide the salary field from a user updating an employee record, but display it when the user creates a new employee.

At the location level, you can use locales as the context for personalization – for example, to show different address field labels based on users' country settings.

Site-level – or global – personalizations apply to all users with access to a given application component, such as "setting the number of rows shown in a table."

Organization-level personalizations apply only to users in a specified organization or business unit. You can use organization-level personalizations, for example, to stipulate that notifications be sorted by age for one organization and by urgency for another.

Personalizations at the responsibility level display only to users under a specific responsibility. You may, for example, configure a trend graph to display only to users under the sales manager responsibility.

The level at which an administrator configures personalization settings determines their precedence over other settings. For example, a responsibility-level personalization takes precedence over site-level personalizations for users with the specified responsibility. Users at the site who are not using the relevant responsibility would see only the site-level changes.

User-level personalizations
Default user personalizations, or user views, can exist at three levels. They can be seeded by Oracle developers, created by a system administrator, or created by the end user.

End users can access the personalization user interface by clicking the Save View or Personalize button. They can then personalize inquiry pages using query regions to create specific data views. For example, they can

create and save searches
configure table column titles
hide or show columns
reorder columns
add data filters
change sort orders

Oracle-seeded levels
Oracle 11i E-Business Suite developers can seed personalizations – or build them into – Oracle applications. Seeded function and user-level personalizations, which are like the function and user levels available to administrators and users, respectively, can only be changed or deleted by Oracle customer administrators. However, system administrators or users may duplicate functions and then alter them using personalization settings.

Seeded function personalizations may, for example, provide applications with customized
menus and responsibilities
cascading style sheets (CSS)
FND messages and lookups
icons and images
other required business or user personalizations

OA developers can create and ship seeded personalizations at any administrator personalization level, but system administrators at the customer site can change or delete these settings.

Translating and Deploying Personalizations
You should create personalizations in a test environment before deploying them to one or more production environments, and you should always create initial personalizations in the base language of the application instance.

To export a small number of personalization translations, you use the Export or Upload Translations buttons on the Manage Personalization Levels page. To import or export personalizations in bulk, you use the Export tool to obtain XML files. Because XLIFF (.xlf) files support translations, you then use the XLIFF Extractor to extract translation information from the page XML files.

Finally, you use the XLIFF Importer to load translations into the database repository. Personalizations are stored as documents in the MDS Repository.

Summary
Administrators and end users can personalize pages in the Oracle Application (OA) framework to meet their needs and preferences. Administrators can create, translate, and deploy page personalizations at the function, location, site, organization, and responsibility levels. End users can personalize inquiry pages. Personalized page definitions are stored in the Oracle database, and don't alter the base pages to which they apply.