oig 11g r2 ps2 field enablement...

OIG 11G R2 PS2 Training

Complete Multi-Phase Certification Oracle Proprietary - Restricted to Personal Use in an Oracle partner training class

1 | P a g e

OIG 11G R2 PS2 Field Enablement Training

Lab 24a Overseer Certification and Custom Certification Workflow

Disclaimer: The Virtual Machine Image and other software are provided for use only

during the workshop. Please note that you are responsible for deleting them from your

computers before you leave. If you would like to try out any of the Oracle products, you

may download them from the Oracle Technology Network

(http://www.oracle.com/technology/index.html) or the Oracle E-Delivery WebSite

(http://edelivery.oracle.com)

http://www.oracle.com/technology/index.html

http://edelivery.oracle.com/



2 | P a g e

Table of Contents

1. Introduction .............................................................................................................................................. 3

2. Creating New Custom Certification Composite ........................................................................................ 3

3. Applying the Newly Created Custom Certification Composite ............................................................... 18



3 | P a g e

1. Introduction

Certification oversight is the activity of reviewing, and possibly overriding, the decisions of the primary

reviewer within the scope of a particular primary-review task.

A person who has the opportunity to override the certification decisions of a primary reviewer within

the scope of a particular primary-review task is called an overseer. The overseer has the following char-

acteristics:

An overseer must be an OIM user.

Only one overseer at a time can oversee a primary-review task.

An overseer has the right to view and override the decisions made by the primary reviewer or by

any previous overseer.

As a part of the certification configuration, you can select a certification composite that defines the certi-

fication oversight workflow. A certification composite is a SOA workflow that the certification server

launches for each primary reviewer, or delegated reviewer, during a phase of certification.



4 | P a g e

2. Creating New Custom Certification Composite

In this tutorial, we will create and deploy custom certification composite.

We will customize the composite so that the certification goes through the management chain

during sign off.

We will configure the task to go through the management chain up to two levels.

1. Go to the OIM_HOME/server/workflows/new-workflow/ directory. cd /app/Middleware/Oracle_IDM1/server/workflows/new-workflow/

The process-template subdirectory contains the ZIP file archives with composite files that are used as

the base files to create the new composite.

2. Run the following command: ant -f new_project.xml certification

When prompted, enter a name for the new composite, and press Enter.

The composite is created, and a package directory with the composite name that you specified is

created in the process-template subdirectory.

3. Open the newly created composite using JDeveloper.



5 | P a g e

4. Edit the Certification Task Component



6 | P a g e

5. Go to the Task Assignment Section

6. Edit the Participant. Choose Type Serial (This is the only supported Type).

Highlight the block below the Stage1 box and click the Edit icon.



7 | P a g e

7. Creating participant lists consisting of value-based management chains, select Management Chain

for participants.

Management chains are typically used for serial approvals through multiple users in a management

chain hierarchy.



8 | P a g e

8. From the Specify attributes using list, select Value-based.

Click the Add icon and select Add User.

In the Data Type column, select By Expression.

Click the Browse icon (the dots) to select a task reviewer in the Expression Builder dialog.



9 | P a g e

9. In the Number of Levels list, select By Number for assigning the number of task participant levels.

Here we key in value of 1 for the number of levels in the management chain to include in this task.



10 | P a g e

Select Auto assign to a single list, select User and then select Least Busy for Assignment Pattern.

(Least Busy – picks the user/group with the least number of tasks currently assigned to it

Most Productive – picks the user/group that has completed the most tasks over a certain time

period – by default, the last seven days.

Round Robin – picks each user/group in turn.)

10. Save the changes.

11. Deploying the composite. Right-click on the project and choose Deploy.



11 | P a g e

12. Choose Deploy to SAR.



12 | P a g e

13. Click Finish.

Under the deploy directory within the project a sca*.jar file is created.

/app/Middleware/Oracle_IDM1/server/workflows/new-workflow/process-

template/FlexibleCertificationProcess/deploy/sca_FlexibleCertificationProcess_rev1.0.jar

This jar file can be deployed using the Enterprise Manager tool which will create our new custom

Certification Composite.

14. Login into Oracle Enterprise Manager



13 | P a g e

15. Right-click on default partition and choose SOA Deployment and then Deploy To This Partition.



14 | P a g e

16. Specify the location of the jar file created in Archive is on the machine where this web browser is

running.

/app/Middleware/Oracle_IDM1/server/workflows/new-workflow/process-

template/FlexiCertificationProcess/deploy/sca_FlexibleCertificationProcess_rev1.0.jar



15 | P a g e

17. Click Next.

18. Click Deploy and we will see a confirmation screen when the deployment succeeds



16 | P a g e

19. We should be able to see the new composite under the default partition.



17 | P a g e



18 | P a g e

3. Applying the Newly Created Custom Certification Composite

1. Login as ADMIN to the System Console and click on Certification Definitions.

2. Click on Quarterly Cert for IS Org, and Edit to confirm edit.



19 | P a g e

3. Click on Configuration link at the top of the page.



20 | P a g e

4. Click on Workflow Settings’ search button.



21 | P a g e

5. Click on the right-arrow button to see what options we have.

Select the newly created composite, FlexiCertificationProcess and click Add.



22 | P a g e

6. We will see that the Workflow Settings now is with the new composite name.

7. Click Save.

oig 11g r2 ps2 field enablement...

Documents