635584682443171288

Oracle iProcurement Content Management
1-1
Copyright 2007, Oracle. All rights reserved.
Oracle iProcurement Content Management
1-2
Content
Type
Description
Suggested
Commodity
Local
iProcurement catalog to which

the buyer adds items.
Direct and
indirect
material
Supplierhosted
Supplier Web store to which the

buyer links directly.
Configured
products
Marketplacehosted
A third party site hosts catalog

items for buyers and suppliers.
Direct
material
Local or Buyer-Hosted Content

Suppliers
Third party
electronic
catalogs
Publish
Upload catalog
EDI
pricing
Local
content
iProcurement
1-3
Oracle Applications
External or Supplier-Hosted Content
iProcurement
request
Supplier
Web store
Direct access to
supplier catalogs
1-4
External Marketplace-Hosted Content
Suppliers
Catalogs
iProcurement
request
External marketplace
(Web catalog)
1-5
Utilization of Catalog Content
Firewall
iProcurement
request
Local
Catalog
Punchout
Transparent
Punchout
1-6
External catalogs
Creating Local Content
Oracle Applications
Suppliers
Oracle Purchasing
Oracle Inventory
Oracle
iProcurement
Oracle Sourcing
Upload
1-7
Online
Entry
Buyer-hosted
content
Third party
electronic
catalogs
Upload
Oracle iProcurement Content

Management Review
1-8
Content
Type
Description
Suggested
Commodity
Local

Direct or
indirect
material
Supplierhosted

Configured
products
Online
Marketplacehosted

Direct
material
Oracle Content Utilization Types
Type
Local
Location
Oracle
iProcurement
Supplier's or
marketplace
Description
Transparent
punchout
Supplier's or
marketplace
Requester shops the external site in the

background and returns the matching items
to the Search Results Summary and Search
Results pages.
Informational
Oracle
iProcurement
Instructions, policies, and links for ordering

items and services that may not be
supported by the other catalog types.
Punchout
1-9
Content that you load from Oracle

Purchasing or enter online.
Requester adds items from the external site
to the shopping cart in Oracle
iProcurement.
Local Content
Local content is:

Unified (consistent look and feel)
Supplier independent (contains selected products
and services from more than one supplier)
This type of content can be:
Directly from Oracle Applications
Uploaded from any third party content provider
Updated directly by suppliers.
1 - 10
E-Business Suite Local Content
Catalog content automatically included from the

following sources in Oracle Applications:
Web-enabled Purchasing categories
Items:
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Belong to web-enabled Purchasing categories

Items on catalog quotations
Items on blanket purchase agreements
Items on requisition templates
Refer to Practice Create a Purchasing Category [LAB02BDY]

Refer to Practice Create Items [LABP0208]
1 - 12
Uploading Local Content
Third party
electronic
catalogs
Suppliers
Publish
Upload
document
Upload
Local
catalog
1 - 13
Before Uploading Content
Think first about how you want the store to look and be
structured:
Will you use only existing items and categories?
Will you use only bulk loading?
Will you use both methods?
Are the categories you load sufficient, or do you
want to create a different category structure for
iProcurement users?
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Upload Content: Resource Files
Before you can upload you need to download the resource

files which may contain:
Readme file that describes how to create the upload file
Upload file template
Upload file example
List of line types, job codes, and categories
Contents vary depending on upload file type:
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Text
XML
CIF
cXML
Item Content That You Upload
Item information, at a minimum the following:

Category (Purchasing)
Description
Price information, at a minimum the following:
Price
Unit of measure (UOM)
Currency
1 - 16
Automatically Uploading Shopping Categories
Dynamic category creation if the following profile

option is set to Yes :
POR: Auto Load Shopping Categories
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Catalogs, Content Zones, And Stores
Catalog is all online shopping content

Content zone indicates the type of content
A store groups content zones together
Zone 1
Catalog
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Zone 2
Store
iProcurement Catalog Administration:

Manage Stores
1 - 19
Content Zones
Type
Local
Location
Oracle
iProcurement
Supplier's or
marketplace
Description
Transparent
punchout
Supplier's or
marketplace

Results pages.
Informational
Oracle
iProcurement

Punchout
1 - 20
Content that you extract from Oracle

Purchasing or upload.
iProcurement.
Why Content Zones?
Partitioning of local content

More ways to partition catalog content
Control access to user groups
Flexibility
Exclusion rules
Combine pieces of catalog content to create requester
specific content
Ease of Use
Single administration UI
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Creating A Local Content Zone
Include/exclude suppliers (and/or include items with no

suppliers)
Include/exclude categories (and/or include items with
no categories)
Make content accessible to user groups
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Applying Content Security Rules
Within a Content Zone, the intersection (AND) of rules

determines available content.
Content Zone Setup
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Available Content
Include Staples
Include Office Supplies
Office Supplies from Staples

Only.
Include Staples
Exclude Office Supplies
Everything from Staples except

for Office Supplies.
Exclude Staples
Include Office Supplies
All Office Supplies, nothing

from Staples.
Exclude Staples
Nothing from Staples. No Office

Supplies.
Applying Content Security Rules In Stores
Within a Store having multiple Content Zones, the union

(OR) of rules determines available content.
Content Zone Setup
Zone 1: Include Staples
Zone 2: Include Office Supplies
<Enter
Available Content
Everything from Staples. All Office
Supplies from any other supplier.
note> Everything from Home Depot. Everything

Zone 1: Include Staplesslide
& Include
Office Supplies
from Staples that falls into category of
Office Supplies.
Zone 2: Include Home Depot
Zone 1: Include Staples & Include
Office Supplies
Zone 2: Include Staples &
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Everything from Staples.
Refer to Practice - Create a Local Content Zone [LABP0223]
<Enter
slide note>
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Creating A Punchout Zone
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Buyer company identification

Punchout identification
Mapping information
Punchout definition
Make accessible to user groups
Uploading Local Content
Oracle iProcurement supports the upload of catalog

content:
Items
Categories
Upload supports the following file formats:
Text
XML
CIF
cXML
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Content Upload And Document Types
You can upload content to three Oracle Purchasing

document types:
Global Blanket Purchase Agreement
Blanket Purchase Agreement
Quotation
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Creating An Informational Zone
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Image
Keywords
URL
Make accessible to user groups
Refer to Practice Create an Informational Content Zone [LABP0227]
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Creating Smart Forms
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Image
Keywords
Default item information
Default supplier information
Assign information templates
Refer to Practice Creating a Smart Form [LAB4419Y]
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What Are iProcurement Stores?
Stores are collections of content zones created to

guide requesters in finding the item they want to order.
A store can contain any combination of the
following types of catalogs:
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Local
Punchout
Transparent Punchout
Informational
Managing Stores
1 - 34
Refer to Practice Create a Store [LABP0228]
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Remote Catalog Content
Marketplace hub
(Oracle Exchange)
Catalogs
Third party
electronic
catalogs
Local
request
iProcurement
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Suppliers
Direct access to
Supplier catalogs
Oracle iProcurement Catalog

Management Review
1 - 37
Catalog
Description
Suggested
Commodity
Local

Direct and
indirect
material
Supplierhosted

Configured
products
Marketplacehosted

Direct
material
Informational
Free form catalog containing

policies and procedures.
Policy
controlled
items
Oracle Content Zone Types Review
Type
Local
Location
Oracle
iProcurement
Supplier's or
marketplace
Description
Transparent
punchout
Supplier's or
marketplace

Results pages.
Informational
Oracle
iProcurement

Punchout
1 - 38
Content that you extract from Oracle

Purchasing or upload.
iProcurement.
What is Punchout?
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Also known as supplier hosted catalogs and linkout.

Allows requesters on Oracle iProcurement to connect
to an external catalog (usually a suppliers site, a
catalog hosting service, or a marketplace).
A punchout is not just the use of a hyperlink to find
something, but a protocol for application interaction.
Requester is actually shopping on external site and
returns purchases to the iProcurement cart at the end
of the shopping experience.
What is Transparent Punchout?
Similar in theory to a standard punchout.

Oracle iProcurement requesters search an
external catalog and search results are returned
to iProcurement.
Oracle iProcurement requester continues
shopping in iProcurement.
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Oracle iProcurement Punchout Models

Description
Buyer Benefit
Supplier Benefit
1 iProcurement to Oracle
Exchange hub
Access Oracle
Exchange catalog
of many supplier
items.
Load items once and

reach many Exchange
and iProcurement
customers.
2 iProcurement Directly to
Supplier-Hosted Catalog
Offers unique point- Closely manages the

to-point solution
content and access to
between buyer and limited buyers.
supplier.
3 iProcurement to
using Exchange (XML)
Access centralized
collection of
supplier-defined
punchouts.
Define punchout once

and reach many
Exchange and
iProcurement
customers.
4 iProcurement to
using Exchange (cXML)
Same as 3.
Same as 3, for cXML

suppliers.
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XML: The Language of a Punchout
XML is the document format of choice for doing

business on the Internet.
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Document structure is designed to fit the business

purpose of the transaction.
Document structure is defined by a DTD (document
type definition) for each business transaction.
OBI (Open Buying on the Internet) is a set of DTDs
proposed by a collaboration which included Oracle.
cXML (commerce eXtensible Markup Language) is a set
of DTDs proposed by a collaboration which included
Ariba.
Comparing a Supplier Punchout to a Marketplace

Punchout
Punching out to a marketplace gives the buyer
access to a broad collection of supplier items.
Punching out through the Oracle Exchange
marketplace:
Makes the setup easier. The supplier defines the
punchout once on Oracle Exchange, and the
buying companys catalog administrator
downloads the definition to iProcurement.
Enables punchout to cXML suppliers.
Punching out to a supplier directly enables the
buyer and supplier to work more closely on a
solution individualized for them.
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Model 1 & 2 Technical Overview
Oracle iProcurement
Exchange
4
6b
3
Exchange
User
Oracle
iProcurement
Server
6a
5
Exchange
Hosted Catalog
1 - 44
Models 3 & 4 Technical Overview

Exchange
Oracle iProcurement
2
Supplier Portal
9
10
8b
User
4
Oracle
Exchange
Supplier
Oracle
iProcurement
Server
8a
7
Supplier
Hosted
Catalog
Steps 9 & 10 are only performed for a cXML punchout.

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Deciding on a Punchout Model
Content on
supplier site?
No
Yes
Supplier use
cXML?
Model 1
Yes
No
Want to use
Exchange?
No
Model 2
(or 4)
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Yes
Model 3
Model 2
Punchout Management
1 - 47
Basic Punchout Setup Steps
Obtain suppliers punchout URL and password

Set up profile options in Oracle Purchasing
Define the punchout content zone
Add the punchout content zone to a store
Use realms to control requesters access to certain
punchout content zones
Optionally set up supplier and site mapping
Set up data mapping in e-Commerce Gateway
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Oracle Exchange Punchout Setup
For punchouts involving Oracle Exchange (Models 1, 3,

and 4):
Register on Oracle Exchange.
Define punchout to Oracle Exchange. (Prerequisite
to downloading punchouts from Exchange.)
Performed in eContent Manager.
For using Exchange models (3 and 4), download
punchout definitions from Exchange. Performed in
eContent Manager.
Control punchout access on Exchange (Models 3
and 4 only).
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Supplier Punchout Setup
Supplier setup for Web store and site :

Install XML parser on supplier site.
Create URL on supplier site to accept incoming
punchout documents.
Process incoming punchout requests.
Create a method for returning the shopper to
iProcurement when they have finished shopping.
Return shoppers items in a shopping cart
document to iProcurement.
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Administer Oracle iProcurement

Catalog Structure
Once your catalog data is loaded into iProcurement,
you can manage the catalogs by use of several
catalog management tools:
Manage Base Descriptors
Manage Item Categories
Manage Category Hierarchy
Map Shopping Categories
Map Purchasing Categories
Administration can be done either online or using
upload
1 - 51
Catalog Structure Components

Item categories
Uploaded
Created online:
Item categories (lowest level categories that contain
items)
Browsing categories (higher level categories that
contain other categories)
Descriptors
Base (entire catalog)
Local (category only)
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Local Catalog Structure: Categories
The catalog structure is:

A collection of categories
Items exist within
categories
Catalog is not supplierspecific
iProcurement Catalog
Computer Storage
Hard Drives
100GB EIDE
200GB EIDE
Computer Case
10 Bay - Black
Office Supplies
Pens
Ballpoint Pens
BIC - Blue
Felt Tip Pens
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Local Catalog Structure: Items
Items exist within categories:

Items have descriptors:
Base descriptors - apply to all items
Local descriptors - apply to a specific category
of items
iProcurement Catalog (Base descriptor: Price, Description)
Category: Desktop Items
Item: Facial Tissue: Price, Description
Item: Pen Holder: Price, Description
Category: Pens (Local descriptors: Ink Color, Tip Type)
Item: Blue Ball Point: Price, Description, Ink Color, Tip Type
1 - 54
Creating and Modifying the Catalog Structure

Use one or both of the following methods:
Online using the schema editor and table of
contents.
Upload:
Uploading lets you plan your entire structure first
and load it all at once.
Use XML schema bulk load.
Use catalog item upload if the auto-load profile
options are set to Yes.
1 - 55
Manage Base Descriptors
What you can do with descriptors:

Create local descriptors for a category.
Rename, delete, and edit local descriptors for an
existing category.
Edit and create base descriptors.
You cannot delete the default base descriptors that
Oracle iProcurement provides.
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Manage Item Categories
Using the iProcurement, you can do the following:

Create a new category
Rename a category
Delete a category
Name
Key
Tags
T97553
Format It
S22344
1 - 57
Desc
EZ Format SW
Edit Delete
Managing Descriptors
Descriptor characteristics that are available with

uploading:
Type
Description
Sequence
Searchable
Search Results Visible
Item Detail Visible
1 - 58
Manage Category Hierarchy
This tool is used to build your table of contents for

categories in iProcurement:
You may add and create new entries.
You assign categories to each table of contents
entry.
You may edit the categories and sub-categories
assigned to each table of contents entry.
The table of contents that you create can be
viewed from the iProcurement home page.
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Example of Multi Level Hierarchy

Mobiles
Home
Smart Phones
Sumsung
iPhone
Called Browsing or
Navigation Category
Called Browsing or
Navigation Category
Called Item, Genus,

Sub, OR Shopping
Category
Button:
Create Top Level
Category
Button:
Create Child
Button:
Insert Existing Child
1 - 60
Sample iProcurement Table of Contents

Home
Office Products
Office Supplies
Computers
Printers
Cables
1 - 61
Office Supplies
Ball Point Pens

Pencils
Paper
Organizers
Fasteners
Measuring Tools
Map iProcurement Categories
Use the iProcurement Category Mapping page to map

catalog categories to an Oracle Purchasing category:
You can map one or many catalog categories to an
Oracle Purchasing category.
All requisitions must have an associated Oracle
Purchasing category for each line.
This is the only way to associate a catalog
category created in iProcurement to an Oracle
Purchasing category.
1 - 62
Map Purchasing Categories
You can use the Oracle Purchasing Category Mapping

page to link an Oracle Purchasing category to a
catalog category:
Provides a more user-friendly category name.
The mapped iProcurement category name is
displayed on the Search Results page.
Purchasing
category name:
iProcurement
category:
PR-IK300
Inkjet Printers
Map Category
1 - 63
Shopping Category Mapping
Oracle iProcurement Catalog Oracle Purchasing Category

My Computer Stuff
My Networking
My Hub
MY.COMPUTER
My Switch
MY.COMPUTER
My Router
MY.COMPUTER
My Complete Systems
My Desktop
MY.COMPUTER
My Server
MY.COMPUTER
My Peripherals
My Monitor
MY.COMPUTER
My Printer
MY.COMPUTER
1 - 64
Refer to Practice - Map Shopping Categories [LABP0220]

Refer to Practice Build a Schema Hierarchy [LAB1DD0Y]
1 - 65
Uploading Categories and Descriptors
Categories and descriptors can be managed online or

by way of XML uploading:
Download XML resources.
Use the DTD, Readme file, and examples in the
Readme file to help you create your categories and
descriptors (schema) file.
Create the file in a plain text editor and save it with
an xml extension (file.xml).
Upload the file.
Check the status of the upload.
1 - 66
Catalog Search Components
The Oracle iProcurement search functionality is a

integration of several components:
Oracle interMedia search engine
Catalog search descriptors
1 - 67
Types of Catalog Searches
The search engine provides two kinds of searches:

Quick search:
This is the search that automatically happens when
you enter a term in the Search box and click Go.
Advanced search:
This is the search that happens when you click the
link to let the search engine assist you.
1 - 68
Search Results Display: Paragraph
1 - 69
Search Results Display: Grid
1 - 70
Special Characters in Catalog Searches
Special characters are those that are not letters or

numbers. Some of them influence the search results:
Search operators % or *
Searchable characters such as:
Hyphen (-)
Underscore (_)
All other special characters are ignored!
1 - 71
Filtering and Sorting
After performing a search you may have multiple

matches. You then have several ways to refine the
results:
Try the search again with different terms.
Filter your results to remove irrelevant items.
Sort your results to bring the most likely
matches to the top of the list.
1 - 72
Search Descriptor Characteristics
Two descriptor characteristics affect your search

results:
Searchable
When you create or modify descriptors, you can set
descriptor characteristics:
Type
Sequence
Searchable
Item Detail Visible
1 - 73
Searchable Base Descriptors
1 - 74
Description
Long Description
Unit of Measure
Supplier
Supplier Item Number
Manufacturer
Manufacturer Item Number
Alias
UNSPSC Code
Supplier Site
Search Results Visible Base Descriptors
1 - 75
Description
Unit of Measure
Price
Supplier
Supplier Item Number
Internal Part Number
Contract Number
Contract Price
Contract Currency
Supplier Site
Rebuild Catalog Indexes
Rebuild interMedia indexes only after an upgrade to the

Oracle iProcurement software.
Log in under Purchasing Responsibility and run the
Rebuild Catalog Item interMedia Index concurrent
program.
1 - 76
Search Engine Setup Impact
1 - 77
Default Descriptors:
Searchable
Develop a strategy for your descriptors:
Which ones are searchable?
Which are search results visible?
Decreased performance impact of number of:
Descriptors as searchable
Search results visible
1 - 78
Understand setup options
iProcurement Catalog Administration

The iProcurement Catalog Administration home page can be
used to implement all of the catalog management functions:
Local Content
Maintain Local Catalog Content
Maintain Local Catalog Structure
Punchout Content
Maintain Punchout
Maintain Transparent Punchout
Informational Content
1 - 79
Setup Considerations
The primary considerations for iProcurement catalog

implementations:
Which content approach?
Local
Supplier-hosted
Marketplace-hosted
Who will have access to that content?

Users needs
Managers needs
Company policy
1 - 80
Local Catalog Setup
Decide on a catalog structure.

Enter and/or upload categories.
Modify the catalog structure as needed.
Enter and/or upload items.
If you created categories in iProcurement map
these to Oracle Purchasing categories.
Optionally create a table of contents if you want to
enable requisitioners to browse a category
structure when searching for items.
Decide whether to allow filtering of results.
1 - 81
Profile Options for Uploading Local Content
1 - 82
POR: Autocreate Shopping Category and Mapping

POR: Enable Check Funds
POR: Enable Req Distribution Customization
POR: Enable Req Header Customization
POR: Enable Requisition Line Customization
POR: Generate and Display Account at Checkout
POR: My Favorite Store
Profile Options for Uploading Local Content
POR : Search Results Skin

Inidcates the skin in which search results are
displayed. Values are Paragraph or Grid.
POR: Hosted Images Directory

Location of images that can be displayed in search
results
POR: Display Shopping Category Count

to limit the categories displayed in the store
1 - 83
Supplier-Hosted Setup
Determine the suppliers with whom youll perform

the punchout.
Determine which punchout model to use.
Make sure the supplier is set up.
Obtain suppliers punchout URL and password.
If punching out to supplier-hosted content via
Exchange, register on Exchange.
Set up the punchout.
1 - 84
Marketplace-Hosted Setup
Set up a punchout to the marketplace (such as

Oracle Exchange).
You must register on the marketplace.
Determine which mapping needs to occur and set
up the mapping in e-Commerce Gateway or on the
Marketplace itself.
If using some other type of third-party content host
determine how to use them.
1 - 85
Profile Options for Punchout
1 - 86
POR: Proxy Server Name

POR: Proxy Server Port
POR: CA Certificate File Name
POR: Apply Category Mapping
1 - 87
Discuss implementation considerations
Decide on a Catalog Source

Which source solves your companys needs?
1 - 88
Source
Description
Suggested
Commodity
Local

Direct or
indirect
material
Supplierhosted

Configured
products
Marketplacehosted

Indirect
material
Considerations for Local Catalogs
What is the main source of items and categories?

What will be the main source of descriptors?
How will you structure the catalog categories?
Will you need to map categories to improve user
understanding?
Will you need to create additional descriptors?
Are different pricing structures required?
1 - 89
Considerations for Supplier-Hosted Content
Which punchout model will be used?

What category mapping will be required?
What code conversion mapping will be needed?
1 - 90
Considerations for Marketplace-Hosted Content
Will you be using Oracle Exchange as your

marketplace?
Or will you be using Oracle Exchange as a
connector to other resources?
Does a third-party catalog hosting service make
sense for your organization?
1 - 91
Considerations for Security
Plan this carefully!

Content zone security
Keep it as simple as possible.
Decide where to control them:
Responsibility level
User level
1 - 92

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Oracle iProcurement Content Management

Copyright 2007, Oracle. All rights reserved.

Oracle iProcurement Content Management

iProcurement catalog to which

Supplier Web store to which the

A third party site hosts catalog

Copyright 2007, Oracle. All rights reserved.

Local or Buyer-Hosted Content

Copyright 2007, Oracle. All rights reserved.

External or Supplier-Hosted Content

Copyright 2007, Oracle. All rights reserved.

External Marketplace-Hosted Content

Copyright 2007, Oracle. All rights reserved.

Utilization of Catalog Content

Copyright 2007, Oracle. All rights reserved.

Creating Local Content

Copyright 2007, Oracle. All rights reserved.

Oracle iProcurement Content

iProcurement catalog to which

Supplier Web store to which the

A third party site hosts catalog

Copyright 2007, Oracle. All rights reserved.

Oracle Content Utilization Types

Requester shops the external site in the

Instructions, policies, and links for ordering

Content that you load from Oracle

Copyright 2007, Oracle. All rights reserved.

Local content is:

Copyright 2007, Oracle. All rights reserved.

E-Business Suite Local Content

Catalog content automatically included from the

Belong to web-enabled Purchasing categories

Copyright 2007, Oracle. All rights reserved.

Refer to Practice Create a Purchasing Category [LAB02BDY]

Copyright 2007, Oracle. All rights reserved.

Uploading Local Content

Copyright 2007, Oracle. All rights reserved.

Before Uploading Content

Copyright 2007, Oracle. All rights reserved.

Upload Content: Resource Files

Before you can upload you need to download the resource

Copyright 2007, Oracle. All rights reserved.

Item Content That You Upload

Item information, at a minimum the following:

Copyright 2007, Oracle. All rights reserved.

Automatically Uploading Shopping Categories

Dynamic category creation if the following profile

Copyright 2007, Oracle. All rights reserved.

Catalogs, Content Zones, And Stores

Catalog is all online shopping content

Copyright 2007, Oracle. All rights reserved.

iProcurement Catalog Administration:

Copyright 2007, Oracle. All rights reserved.

Requester shops the external site in the

Instructions, policies, and links for ordering

Content that you extract from Oracle

Copyright 2007, Oracle. All rights reserved.

Why Content Zones?

Partitioning of local content

Copyright 2007, Oracle. All rights reserved.

Creating A Local Content Zone

Include/exclude suppliers (and/or include items with no

Copyright 2007, Oracle. All rights reserved.