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E1: SOLEXP: An Overview of Using Solution Explorer (Doc ID 626489.1)

In this Document

Purpose
Scope
Details
Overview
Menu Design
Understanding Task Views and Tasks
Working with Secured and Role Based Task Views
Favorites
Tip of the Day
Solution Explorer Security
Solution Explorer Tables
F9000 and F9001 - Task Master and Task Relationship
F9006 - Roles (Variant Detail)
F9002, F9005D and F9006D - Language Tables
Additional Tables
Promoting Solution Explorer Information using Object Management Workbench
References

APPLIES TO:

JD Edwards EnterpriseOne Tools - Version SP24 and later

Information in this document applies to any platform.

PURPOSE

Solution Explorer is the tool used to define tasks, task views and menu filtering by role to present a menu structure to the end
users on the Web client (or Windows client prior to EnterpriseOne 8.11).  This document provides an overview of using Solution
Explorer in the EnterpriseOne software.

SCOPE

The document is intended for the System Administrator who will be defining, modifying and troubleshooting the menu
definition within the EnterpriseOne software using Solution Explorer.  

DETAILS

Overview

Solution Explorer provides you with a convenient method for accessing Windows-based JD Edwards EnterpriseOne
applications and for creating/maintaining JD Edwards EnterpriseOne task views, tasks and menu filtering for Web or Windows.
In the older releases of Xe and ERP8, you have a choice of 2 navigation tools, the OneWorld Explorer and the Solution Explorer.

To launch the OneWorld Explorer, you will run the oexplore.exe executable as depicted by a globe icon   on the windows

desktop. For Solution Explorer, you will run the activConsole.exe as depicted by a lightbulb icon .

From 8.9 application release onwards, Solution Explorer is the only menu interface available. To make menu changes in
Solution Explorer, you will sign on to a Windows FAT client and the changes you made can be reflected on both Web or
Windows client.

Solution Explorer is comprised of the following three modes:

Menu Design Mode

Use the Menu Design Mode to set up menus, tasks, task views, and task view roles. Access Menu Design Mode by
depressing the Menu Design button located on the toolbar.

Menu Filtering Mode

Use the Menu Filtering Mode to enable and disable tasks users assigned a certain role can perform. Access Menu
Filtering Mode by depressing the Menu Filtering button located on the toolbar.
 Task Launching Mode
Use the Task Launching Mode to navigate to development and administrative applications in EnterpriseOne using the
Fast Path, or using the menu. The Task Launching Mode is the Default mode for JD Edwards EnterpriseOne Solution
Exlorer.

When implementing Solution Explorer, the implementation steps are typically:

1. Set up Task Views

2. Set up Tasks
3. Set up Roles and Menu Filtering

For more information on Solution Explorer, refer to the JD Edwards EnterpriseOne Tools Solution Explorer Guide available from
the JD Edwards EnterpriseOne Documentation.  In addition refer to the following document:

Document 1281502.1 E1: SOLEXP: Frequently Asked Questions on the EnterpriseOne Solution Explorer 

Common Terms used in Solution Explorer:

Tasks
Units of work that you use to build essential business processes. Can be interactive applications, batch
applications, URL, Folder, etc. Tasks can be group into a Task Folder.

Task
Series of tasks arranged in parent-child relationships that form business processes.
Relationships

Collections of related task relationships which appear in solution explorer. Groups of Tasks arranged in a
Task Views
hierarchical tree structure.

Menu Filtering The process to selectively enable or disable tasks by role in a task view. You can limit the display of tasks
(aka Fine Cut) based on a role.

Menu Design
Use the Menu Design Mode to set up menus, tasks, and task views in Solution Explorer.  Access Menu Design Mode by
depressing the Menu Designe button located on the toolbar.  In order to have access to the Menu Design option, the user
performing the menu modification must have Solution Explorer security set to "Change" for Menu Design in Security
Workbench (P00950). 

NOTE:  After making Solution Explorer changes to tasks, task relationships or menu filtering information, it is necessary to
clear the cache on the Web Client using Server Manager (Tools Release 8.97 and above) or Server Administration
Workbench SAW (Tools Release 8.96 and below) prior to seeing this updated menu information on the Web. 

Understanding Task Views and Tasks

Task views are groups of tasks arranged in a hierarchical tree structure. Tasks are the most discrete units in the Solution
Explorer and are units of work that you use to build essential business processes.  Tasks can be interactive applications, batch
applications, UDCs, Next Numbers, folders, etc.  Tasks are organized into hierarchical tree structures inside of task views. 
EnterpriseOne provides thousands of standard tasks, and you can add more of your own.

When placed in a single task view, finding a specific task among thousands might be difficult and time-consuming. Solution
Explorer enables you to design many different task views, each displaying only some of the tasks in the system.Typically, tasks
are grouped in a task view because they relate to a common business system, process, or function. Logical selection and
grouping of tasks in this way can help users find the functions that they need.

For more information see Document 626540.1 E1: SOLEXP: Working with Tasks and Task Views

Working with Secured and Role Based Task Views

The best way to implement Solution Explorer is by setting up roles and secured task views. This will allow you to hide entire
task views, as well as hiding and showing tasks depending on the users logged in role.  Menu Filtering is the process that you
use to selectively enable or disable tasks by role in a task view.

To filter a task view by role, you refine the task view using the Menu Filtering mode, and then save the results. You define the
role based on your needs analysis of the users. To following steps illustrate how to define Menu Filtering for a role.

1. In a task view of JD Edwards EnterpriseOne Solution Explorer, click the Menu Filtering button on the Toolbar.
2. Select a parent task and expand the task tree to expose tasks that you want to disable.
3. Select each task that you want to disable, and then click the Disable button.
4. After you have disabled all of the tasks that you do not want to appear in the role, select the parent task.
5. Right-click and then select Save Role, or click the Save button on the tool bar.
6. In Save Role, select an existing role and then click Select, or create a new role.

For additional information on Roles and Menu Filtering, refer to the following documents:

Document 626599.1 E1: SOLEXP: The Use of Roles with EnterpriseOne

Document 626543.1 E1: SOLEXP: How to use Menu Filtering (aka Finecut) and Roles on Solution Explorer Task Views
[Video]
Document 1218133.1 E1: SOLEXP: Frequently Asked Questions on Menu Filtering (Fine Cut) in EnterpriseOne

Favorites
The Favorites task view is where user's can save links to their favorite tasks. If you frequently run a task, you can save that task
in your favorites list. Then, you can access that task directly from your Favorites task view. Favorites are saved at the user
level. Solution Explorer security can be used to control whether user's have access to the Favorites Task View. 

The Favorites task view operates slightly differently from the other task views. All task relationships are still stored in F9001
with 98 in the task view. However, they are grouped by user with a task based on the User Profile that has been defined in
P0092. For example, Joe's User Profile is JU52563. A task will be created in the F9000 with @JU52563 as the short task ID.
Children of this task in the F9001 are the tasks that show up in Joe's favorites.

Another way to 'Add Favorites' is from an Open Application. Review E1: SOLEXP: "Add to Favorites" Option is Not Available
Under Favorites Icon After Accessing an Application (Doc ID 2743288.1).

For more information on Favorites, see Document 643560.1 E1: SOLEXP: How are Solution Explorer Favorites Stored?

In releases XE - 8.10, you can add favorites through Solution Explorer on the fat client by choosing the "Send To…" favorites
option.
After release 8.11, as we moved on fully to web mode, you can no longer add Favorites through Solution Explorer on the
fat client. You will need to add favorites via the web client only.

Tip of the Day

After you log in to Solution Explorer on the fat client, you can see a Tip of the Day window.
Solution Explorer Tip of the Day is stored in the tables F91500-Application Header for Tip of the Day and  F91510-Tip Details
for the Day. You can maintain the existing Tips of the day or add your own tips in the application P91500 - Work with Tips of the
Day.

You can turn on/off "Tip of the Day" through a Windows registry setting:

HKEY_CURRENT_USER | Software | JDEdwards | OneWorld | Solution Explorer | Settings.'user id'

There should be an option that says ShowTipOfDay, 0-off, 1-on.

Solution Explorer Security

Solution Explorer has its own security settings within the Security Workbench application (P00950). Once in the Security
Workbench application, take the Form Exit for Solution Explorer.  These settings allow you to define the user/role access to
functions such as Menu Design, Menu Filtering, Favorites and Fast Path. 

Presets are found in the Form Exit for several predefined settings. The Preset buttons on the exit bar represent default security
settings for different types of users in the system. These may be the only security settings you need. At the very least, they are
an excellent starting point when setting up Solution Explorer security.

Level One - A typical end user without access to the Fast Path
Level Two - A typical end user with access to the Fast Path
Level Three - An administrator (maximum security settings)

For additional information on Solution Explorer security, refer to Document 949524.1 E1: SOLEXP: How to Implement Solution
Explorer Security.

Solution Explorer Tables

F9000 and F9001 - Task Master and Task Relationship

Solution Explorer displays trees called "task views". Task views are made up of tasks arranged in hierarchical relationships.
Tasks are stored in the F9000 - Task Master table and relationships are stored in the F9001 - Task Relationships table.

The important fields for each task stored in the F9000 are the ID, the description, the task type and the various attribute fields.

ID - a programatically-created unique ID for the task

Description - what the user sees when the task is displayed in a task view
Task Type - a UDC value (H90|TT) representing interactive application, batch application, folder, task view, etc. 

Depending on the task type, the relevant attributes are Interactive application, Batch application, Folder, etc. Also important in
the F9000 is a flag indicating whether the task is active.
Another important detail in the F9000 is that it actually has two unique identifiers for a task, each of which is a unique index
over the table:

1. The primary key is the task ID (TMTASKID), which is a GUID (a long unique collection of letters and numbers).
2. The second is the short task ID (TMTASKNM), which is used when the user types in the fast path.  The short task ID
comes from a couple places. For tasks in the EnterpriseOne Menus task view, this short ID is created by R9000C and
matches the menu or menu item name in OneWorld Explorer (i.e. G010 or 3/G01). For tasks created by the Solution
Modeler, the ID is BPM plus a number (i.e. BPM91530253). For tasks created within the Solution Explorer, this ID comes
from a prefix plus a next number (i.e. JDE001693), though this choice can be overridden by the user when the task is
created. (The prefix for tasks shipping with the EnterpriseOne software is JDE. It can be set at the client site to a
company specific prefix using the processing options for P9000).

The important fields in the F9001 are the task view, the parent task ID and the child task ID. To understand how they are used,
picture clicking on the plus sign next to a task. The program looks for that task's ID in the parent task ID field with the
appropriate value as the task view ID. The child task ID in any records found are the children displayed under that task. (There
is also a sequence number and an active flag in this table).

F9006 - Roles (Variant Detail)

This table stores the information that allows role-based task views to display role-specific information. This feature is called
Menu Filtering or Fine Cut.

The F9006 table has a record structure very similar to the F9001 table including task view ID, parent ID, and child ID as part of
the primary key. The additional element in the primary key is the role ID. Any relationship in the F9001 can have an optional
corresponding record in the F9006 per role.

The F9006 table has three fields which change how the relationship is interpreted for a role.

TDVARACTIVE is a flag determining whether that relationship is active for that role.
TDOVNAME is an override name for that role.
TDOVVERSION is an override version for that role.

If a relationship does not have a record in the F9006 for a particular role, that relationship is assumed to be active for that role.

NOTE:  Although a particular relationship may be active, it still might not be available for a role if any of its parents are
inactive.

F9002, F9005D and F9006D - Language Tables

These three tables are used to store translated descriptions for the F9000, F9005 and F9006 respectively. The translated
descriptions are stored in standard fashion with the language being part of the table's primary key.

Additional Tables

The following tables are also used by the Solution Explorer:

F9030 - Used during Content Development

F91014 - Word Search table used by Find It! (Only used in Xe - 8.10 application releases)

Promoting Solution Explorer Information using Object Management Workbench

The Solution Explorer tables are located within the Control Tables data source and are environment specific.  Therefore, after
making changes to Solution Explorer information in one environment such as Prototype (PY) or Development (DV), the
information will need to be transferred to the other environments such as Production (PD). 

Solution Explorer information can be transferred using Object Management Workbench (OMW).  This transfer can be
performed at the task or task relationship level.  In addition, you can select to transfer an entire Task View or transfer ALL
Solution Explorer information.  Refer to the following documents for additional details on using OMW to transfer Solution
Explorer information. 

Document 645616.1 E1: OMW: Transferring All Tasks or All Inclusive Task Views using OMW
 Document 1144713.1 E1: OMW: Frequently Asked Questions on Promoting Solution Explorer Tasks (Menu Items)

Note:  For releases Xe and ERP8, you must use the Solution Explorer Record Copy application (P9864A) to copy new or
modified Solution Explorer items such as tasks, task views, etc. Solution Explorer items cannot be transferred using Object
Management Workbench on these releases. Refer to Document 626496.1 E1: SOLEXP: Promoting Solution Explorer Tasks
Using P9864A For Releases Prior to EnterpriseOne 8.11 SP 1

To discuss this information further with Oracle experts and industry peers, we encourage you to review, join or start a
discussion in the Design Tools & Output Technologies - JDE1 Community.

To look at upcoming or archived Advisor Webcasts please see Advisor Webcast Details Document 1450327.1.  If your topic
is not currently scheduled please suggest it.

REFERENCES

NOTE:949524.1 - E1: SEC: How to Implement Solution Explorer Security Using The Security Workbench Application (P00950)
NOTE:626496.1 - E1: SOLEXP: Promoting Solution Explorer Tasks Using P9864A For Releases Prior to EnterpriseOne 8.11 SP 1
NOTE:645616.1 - E1: OMW: Transferring All Tasks or All Inclusive Task Views using Object Management Workbench (P98220)
For EnterpriseOne Release 8.11 SP1 and higher
NOTE:1218133.1 - E1: SOLEXP: Frequently Asked Questions on Menu Filtering (FineCut) in EnterpriseOne
NOTE:643560.1 - E1: SOLEXP: How are Solution Explorer Favorites Stored?
NOTE:1144713.1 - E1: OMW: Frequently Asked Questions on Promoting Solution Explorer Tasks (Menu Items) and Menu
Filtering
NOTE:638482.1 - E1: SOLEXP: Reports that Provide User, Role, Task and Task View (Menu), and Environment Information for
Solution Explorer
NOTE:626540.1 - E1: SOLEXP: Working with Tasks, Task Views and Task Relationships
NOTE:626543.1 - E1: SOLEXP: How to use Menu Filtering (aka FineCut) and Roles on Solution Explorer Task Views [Video]
NOTE:626599.1 - E1: SOLEXP: The Use of Roles with EnterpriseOne
NOTE:1281502.1 - E1: SOLEXP: Frequently Asked Questions on the EnterpriseOne Solution Explorer
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