How To Use Oracle User Productivity Kit

2008

How to Use Oracle UPK Step-by-Step Guide series This document details how to use Oracle’s User productivity Kit (UPK) to document the steps in the business processes that will aid the user in their daily tasks

Yemi Onigbode e-consulting limited http://www.e-consultant.com April 2008

Step-by-Step Series

Introduction When I first heard of UPK, I thought oh no! Not another acronym – In discussions, I even started calling it UKP “UK Product”. What is it? And what does it do? UPK basically helps us to document our business processes based on recording screen interactions with the user, and can be used as an aid to assisting in the Conference Room Pilot (CRP), User Acceptance Testing (UAT) and Training stages of an implementation. In this series we are going to look at how to use UPK to develop:• • •

Test scripts Training Guides and Instructor Guides

Let’s start! In this section we will look at creating the “Topic” for the scripts and the guides for iProcurement.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

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Step-by-Step Series

Step 1 - Creating a Topic Opening the UPK Developer Page | 3

1. On the desktop, double-click the UPK Developer icon. Or Click Start > Program Files > User Productivity Kit 3.1 > UPK Developer.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

Creating a New Module 1. Click the Library link. Page | 4

2. Select the root of the Library (/).

3. On the File menu, click New, Module.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

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4. Enter in the Name field. For example iProcurement

5. Click OK.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

Linking a New Section 1. Select the iProcurement module. 2. On the Link menu, click New Section.

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3. Name the new section Creating a Requisition.

4. Press Enter.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

Linking a New Topic 1. Select the Creating a Requisition section. 2. On the Link menu, click New Topic.

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3. Name the new topic Non Catalog Requisition.

4. Press Enter.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

Closing and Opening a Module 1. If necessary, click the iProcurement tab to display the outline. 2. Right click the iProcurement tab to bring up the context menu 3. Click Close. 4. Double-click the iProcurement module icon to re-open. Expand the module.

Recording a Topic 1. Launch Oracle EBS in a browser window. 2. Navigate back to the Developer. 3. From the iProcurement module, open the Creating a Requisition section in the outline. 4. Select the topic called Non Catalog Requisition. Record the topic using the steps below. Remember to press [PrintScreen] after every action. Activate the application window before you begin recording! 1. Click the Record Topic button windows.

. The recorder window will open and ‘float’ on top of the other open

2. Activate the Oracle EBS application window by clicking on the title bar. 3. Press [PrintScreen]. Enter the username and password 4. Click the Click login button. Wait for the new screen to refresh fully before going on to the next step. 5. Press [PrintScreen]. 6. Click the Responsibility link. 7. Press [PrintScreen]. After each mouse press or keyboard entry press [PrintScreen]. 8. Complete the steps for creating you Requisition 9. Click Finish in the UPK Recorder window once your actions are completed.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

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Step-by-Step Series

Closing the Topic Editor 1. Click Exit in the Topic Editor. 2. When asked if you want to save the document, click Yes.

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Next we will look at Working with the Topic Editor… Yemi Onigbode – April 2008

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

Step 2 - Working With the Topic Editor Page | 10

Opening the Topic Editor Start the UPK Developer and select the module you were working on from the last section.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

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1. Open the Non Catalog Requisition topic in the Topic Editor by double-clicking it.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

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Navigating Frames Using the Navigation Buttons 1. Click Last frame to navigate to the End frame. 2. Click First frame to navigate back to the Start (Introduction) frame. 3. Use Next frame and Previous frame to navigate forward and backward through the frames.

Adding Text to a Start Frame 1. Display the Start (Introduction) frame, if necessary. 2. Click in the text box in the Bubble Properties window.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

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3. Type In this topic, you will create a non catalog Requisition.

Action Area Actions determines what you intend to do in the current frame. Three basic action types: • A keyboard action - press a key on the keyboard to accomplish a task. • A string input action - enter text into a document, field, dialog box, and so on. • A mouse action - clicking, double-clicking, pointing, rolling the wheel, and dragging. The actions are determined automatically during the recording

Creating a New Action Area Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

1. Open the Non Catalog Requisition topic in the Topic Editor, if necessary. 2. Navigate to the second recorded frame. 3. Click Modify action areas in the Action Properties window. 4. Click the Create new action area command. If necessary, move the bubble to view the new action area. 5. Size the new action area and place it over the Next button. 6. If necessary, reposition the bubble near the action areas. 7. Exit the Topic Editor and Save.

Deleting an Action Area 1. Select the new action area you added to the second frame of the Non Catalog Requisition topic. 2. Select the new action area. 3. Click Modify action areas in the Action Properties window. 4. Click the Delete action area command. 5. Click Yes. 6. Reposition the bubble as necessary.

Adding Custom Text to a Bubble 1. Navigate to the frame in which the action is to enter your password. 2. In the bubble, add the custom text Remember: Please obtain a password from support before you use the system.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

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Step-by-Step Series

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Formatting Custom Bubble Text in a Frame 1. Drag to select the custom text Remember: in the bubble. 2. Bold it and change the text color to dark red.

Selecting a Bubble Icon for a Frame 1. In the Bubble Properties window, click the Bubble icon button and select an icon.

Changing the Bubble Pointer for a Frame Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series 1. Change the bubble pointer as desired by clicking the Pointer position button.

Changing the Bubble Background Color for a Frame 1. Change the bubble color as desired by clicking the Background color button. 2. Exit the Topic Editor and Save.

Inserting an Explanation Frame 1. Open the Non Catalog Requisition topic in the Topic Editor. 2. Select the frame in which the action is to Click the iProcurement link, which is about the fourth from the beginning. 3. On the Insert menu, click Explanation Frame. Or Click Insert frame, action, or path and choose Insert Explanation Frame. 4. In the Bubble Properties window, type Note: Each field indicated with a * is a required field.

Moving the Bubble 1. If necessary, navigate to the Explanation frame. 2. Change the bubble to one with a Left top pointer using the Pointer position button. Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

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Step-by-Step Series

Inserting a Missing Frame 1. Navigate to the EBS login page. Switch back to the Topic Editor. 2. Navigate to the Start frame in the Non Catalog Requisition topic. 3. On the Insert menu, click Missing Frame(s). Or Click Insert frame, action, or path and choose Insert Missing Frame(s). The Recorder launches. 4. Activate the EBS login page by clicking in the title bar and navigate to the page you want to insert. Press [PrintScreen]. 5. Follow the instructions on how to record a topic 6. Click Finish in the Recorder once completed. 7. Navigate to the first recorded frame.

Deleting a Frame 1. Navigate to the frame you just inserted, if necessary. 2. On the Delete menu, click Frame. Or Click Delete frame, action, or path and choose Delete Frame. 3. Click Yes.

Editing a Screenshot 1. In the Topic Editor select the last recorded frame and click Edit screenshot. 2. Make changes to the screenshot as desired (play with editing the picture).

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

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Step-by-Step Series

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3. On the File menu, click Exit. 4. Click Yes to save the changes. Notice the changes in the screenshot in the Topic Editor. 5. Exit the Topic Editor and Save. Next we will look at How to preview and publish our documents Yemi Onigbode – April 2008

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

Publishing Documents 1. Select the topic you were working on in the last section. Page | 19

2. On the File menu, click Publish. Or Click the Publish button.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

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3. Accept the default publishing destination or select a specific location and click Next.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

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4. Select Publish selection only option. Make sure the Skip advanced options page checkbox is checked and click Next. 5. If you see a message that says “You have selected content that is different from what is already published here. Old content will be replaced. What do you want to do?” click Continue.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series 6. Check the formats you want to publish for example Training Guide, Instructor Manual and Test Documents under Documents.

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7. Click Publish.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series 8. When the publishing is complete, select the Open the folder where the content was published option, then click Finish.

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9. Open the Training Guide folder. Double-click the iProcurement_TRAIN.doc to open it.

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)

Step-by-Step Series

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10. View the other documents in a similar manner. 12. Close the File Explorer window. Yemi Onigbode – April 2008

Yemi Onigbode – April 2008

Using Oracle User productivity Kit (UPK)