diff --git a/apps-cloud-adventure-cio/.vscode/settings.json b/apps-cloud-adventure-cio/.vscode/settings.json new file mode 100644 index 000000000..6f3a2913e --- /dev/null +++ b/apps-cloud-adventure-cio/.vscode/settings.json @@ -0,0 +1,3 @@ +{ + "liveServer.settings.port": 5501 +} \ No newline at end of file diff --git a/apps-cloud-adventure-cio/00-introduction/images/adventure-checkpoint.png b/apps-cloud-adventure-cio/00-introduction/images/adventure-checkpoint.png new file mode 100644 index 000000000..7023b97bf Binary files /dev/null and b/apps-cloud-adventure-cio/00-introduction/images/adventure-checkpoint.png differ diff --git a/apps-cloud-adventure-cio/00-introduction/introduction.md b/apps-cloud-adventure-cio/00-introduction/introduction.md index 0d0effccd..d76d04d79 100644 --- a/apps-cloud-adventure-cio/00-introduction/introduction.md +++ b/apps-cloud-adventure-cio/00-introduction/introduction.md @@ -1,29 +1,24 @@ # Introduction -## About this Cloud Adventure +## About this AI Adventure -Are you a SaaS Application Administrator or Analyst? Are you tasked with setting up users, configuring page layouts and approval workflows? Are you responsible for integrations or creating new reports & dashboards? Get hands-on experience to learn and become more efficient on these activities and more! Join us for a two-hour fun filled journey where you will leverage built in tools and capabilities to extend, configure, and integrate Oracle Fusion Cloud Applications. This experience includes application user security, UI configurations, creating extensions, integrations and analytical reports/dashboards. +Are you a SaaS Application Administrator or Analyst? Are you tasked with setting up users, configuring page layouts and approval workflows? Are you responsible for integrations or creating new reports & dashboards? Get hands-on experience to learn and become more efficient on these activities and more! Join us for a two-hour fun filled journey where you will leverage built in tools and capabilities to extend, configure, and integrate Oracle Fusion Cloud Applications. This experience includes application user security, UI configurations, creating extensions, AI Agents and analytical reports/dashboards. Estimated Adventure Time: 2 hours ### **Objectives** This Activity Guide will lead you along the way through a set of Adventure Labs, where you will experience the: + 1. Use Security Console to easily manage user access -2. Configure Fusion Cloud Applications (e.g. Role-based Page Layouts, Add Business Rules/Logic) -3. Extend Fusion Cloud Applications (e.g. Create New Extensions, Connect External Services) -4. Experience the power of the integration capabilities of Fusion Cloud +2. Use Visual Builder to Configure & Extend Fusion Cloud Applications +3. Create AI Agents via the AI Agent Studio, including the use of Tools (Business Object, Document, etc) and Agent Teams +4. Test and Enable AI Agents for end user access 5. Create powerful analytics for business insight ## Tasks Let's create your team name for your cloud adventure! -[![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:SCMCLOUDADVENTURE) - -## Acknowledgements -* **Author** - Sajid Saleem, Master Principal Sales Consultant, Advanced Technology Services -* **Contributors** - -* **Last Updated By/Date** - Sajid Saleem, September 2024 - +[![AI Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) diff --git a/apps-cloud-adventure-cio/01-risk/images/analytics_objs1.jpg b/apps-cloud-adventure-cio/01-risk/images/analytics_objs1.jpg new file mode 100644 index 000000000..d6cf4d9ce Binary files /dev/null and b/apps-cloud-adventure-cio/01-risk/images/analytics_objs1.jpg differ diff --git a/apps-cloud-adventure-cio/01-security/images/cloud-adventure-checkpoint-image.png 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This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes related to Oracle SaaS Applications Configuration and Administration. We hope you will enjoy today’s adventure exploring a complete and unified solution for your business. + +### **Objectives** + +During this adventure, request role access via Risk Management and experience the review and approval process. + +Estimated Time: 15 minutes + +### **Begin Exercise** + +1. During this adventure, request role access via Risk Management and experience the review and approval process. These are the steps you will perform: + + ![Risk Objectives](../01-risk/images/riskimage001.jpg) + + At this point, you should be logged into your environment with a username CIO.xx where xx is a two number code assigned to your laptop + + +2. To begin the request for access, use the Risk Management application + + > (1) This is the Springboard where you’ll access all features. Select the **Risk Management** tab menu.
+ + > (2) Select **My Access Requests**. + + ![My Access Requests](../01-risk/images/riskimage002.jpg) + +3. This it the beginning of your user request + + > (1) Press the **Request Access** button. + + ![My Access Requests](../01-risk/images/riskimage003.jpg) + +4. Use this screen to enter justification for granting the new role + + > (1) In the entry field, type,**Order Entry department is having a critical shortage of staff** in the text field as shown.
+ + > (2) Press the **Add Role** button. + + ![Requests Access](../01-risk/images/riskimage004.jpg) + +5. Use this screen to select the roles you would like to request + + > (1) In Role Name, type, **Vegas**.
+ + > (2) Then select the **Vegas Order Entry Specialist** role. + + ![Add Role](../01-risk/images/riskimage005.jpg) + +6. Selecting Security Context allow you refine the limits that will be placed on the requested role. + + > (1) Click on the down arrow ![down arrow](../01-risk/images/icon02_downarrow.png) to view some available options for security context. + + ![Add Role](../01-risk/images/riskimage006.jpg) + +7. No security context will be chosen for this exercise. + + > (1) Click on the down arrow ![down arrow](../01-risk/images/icon02_downarrow.png) again to hide the options
+ + > (2) Press the **Add** button. + + ![Add Role](../01-risk/images/riskimage007.jpg) + +8. With all roles selected, the request is submitted. + + > (1) Press the **Submit** button. + + ![Requests Access](../01-risk/images/riskimage008.jpg) + +9. Note that your request has been placed in a queue for processing. + + > (1) Press the **home** button to continue. + + ![My Access Requests](../01-risk/images/riskimage009.jpg) + +10. End of customer activity. The remainder of this session will be performed by a participant with assistance from the presenter. + + ![My Access Requests](../01-risk/images/riskimage010.jpg) + + > (1) From the navigator menu, select **Risk Management : Setup and Maintenance**.
+ + ![navigator menu](../01-risk/images/riskimage011.jpg) + + > (1) Select the scheduler icon. + + ![Monitor Jobs](../01-risk/images/riskimage012.jpg) + + > (1) Highlight the line for **Advanced Access Request Analysis**
+ + > (2) Press the **Run Now Button**.
+ + > (3) Press the **Monitor Jobs** icon on the top. + + ![Schedules](../01-risk/images/riskimage013.jpg) + +11. Job Queued + + ![Monitor Jobs](../01-risk/images/riskimage015.jpg) + +12. Job completed Approximately 4-5 minutes + + ![Monitor Jobs](../01-risk/images/riskimage016.jpg) + +13. Philip Kent is now able to see the result of the analysis performed by Risk Management + + > (1) Click on **Risk Management**.
+ + > (2) Select **Access Request Approvals**.
+ + ![Home Screen](../01-risk/images/riskimage017.jpg) + + > (1) Select the Request ID for one of the participant’s requests.
+ + ![Access Request Approvals](../01-risk/images/riskimage018.jpg) + + > (1) Select the role requested to view details of the violations found.
+ + ![Access Request Approvals](../01-risk/images/riskimage019.jpg) + +14. Presenter will step through the findings from Risk Management + + > (1) Click on **Control Violations**.
+ + ![Access Request Approvals](../01-risk/images/riskimage021.jpg) + + > (1) Click on **Conflicting Roles**.
+ + ![Access Request Approvals](../01-risk/images/riskimage022.jpg) + +15. The role briefing takes the findings and using Generative AI to compose a complete summary of the findings. + + > (1) Click on **role briefing**.
+ + ![Access Request Approvals](../01-risk/images/riskimage023.jpg) + +16. Expand the summary section to see how Gen AI helped deliver a narrative description of the violations. + + > (1) Click on the **down arrow**.
+ + ![Access Request Approvals](../01-risk/images/riskimage024.jpg) + + > (1) Click on the **down arrow**.
+ + > (1) Click on the **X Icon**.
+ + ![Access Request Approvals](../01-risk/images/riskimage025.jpg) + +17. The final step is to decide if the request will be approved, rejected or assigned to another user for approval. + + > (1) Click on the **3 dots**.
+ + ![Access Request Approvals](../01-risk/images/riskimage026.jpg) + + +18. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![AI Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + +### Summary + +Security Console is used to quickly manage user access to the entire Fusion applications suite. + + +### Learn More + +* [Oracle Supply Chain & Manufacturing - Secure](https://docs.oracle.com/en/cloud/saas/supply-chain-and-manufacturing/25d/secure.html) +* [Oracle Human Resources - Secure](https://docs.oracle.com/en/cloud/saas/human-resources/25d/secure.html) +* [Oracle Documentation](http://docs.oracle.com) + + +## Acknowledgements +* **Author** - Nate Weinsaft, Cloud Technologist, Advanced Technology Services +* **Contributors** - The AI Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Nate Weinsaft, October 2025 diff --git 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a/apps-cloud-adventure-cio/01-security-ai/security-ai.md b/apps-cloud-adventure-cio/01-security-ai/security-ai.md new file mode 100644 index 000000000..0a38c60d5 --- /dev/null +++ b/apps-cloud-adventure-cio/01-security-ai/security-ai.md @@ -0,0 +1,225 @@ +# Security + + +## **Assign AI Privileges** + +### **Introduction** + + Welcome to Oracle’s AI Adventure for Security Administration. This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes related to Oracle SaaS Applications Configuration and Administration. We hope you will enjoy today’s adventure exploring a complete and unified solution for your business. + + +### **Objectives** + + During this adventure, you will perform a time sensitive task of granting permissions to a user. + + Estimated Time: 15 minutes + + Do not forget to answer the Adventure Check Point questions at the end of the exercise! + +### **Begin Exercise** + +1. During this adventure, you will perform a time sensitive task of granting permissions to a user. These are the steps you will perform: + + ![Security Objectives](../01-security-ai/images/secaiimage001.jpg) + + + > At this point, you should be logged into your environment with a username **CIO.xx** where **xx** is the two number code of your login ID. + + +2. To enable the ability to use AI to discover new suppliers, you will access the security console. This is the Springboard where you’ll access all features. + + > (1) Select the **Tools** tab menu.
+ > (2) Select **Security Console**. + + ![Home Screen](../01-security-ai/images/secaiimage002.jpg) + + +3. While examining roles, begin by searching for the role we seeded for this adventure + + > (1) In the search field provided at the top, type **Adventure**.
+ + > (2) Then click on the first entry as shown. + + ![Roles Screen](../01-security-ai/images/secaiimage003.jpg) + +4. Using the pull-down demo to copy the role as described below. Modifications should always be done to copies. + + > (1) Click on the Pull-Down Menu.
+ + > (2) Select **Copy Role**. + + ![Roles Screen](../01-security-ai/images/secaiimage004.jpg) + + +5. Continue with copying the role + + > (1) Select **Copy top role**.
+ + > (2) Press the **Copy Role** button. + + ![Roles Screen](../01-security-ai/images/secaiimage005.jpg) + +6. Notice that you are provided with a list of ordered steps at the top. For this example, we will only use steps 1, 2 and 7. + + > (1) Add **your initials and xx Code** to the beginning of the **Role Name**
+ > (2) Add **your initials and xx Code** to the beginning of the **Role Code** as shown.
+ > (3) Press the **Next** button. + + ![Copy Roles Screen](../01-security-ai/images/secaiimage006.jpg) + +7. Using Function Security Policy, you will add the privilege the user needs + + > (1) Press the **+ Add Function Security Policy** button. + + ![Function Security Policy](../01-security-ai/images/secaiimage007.jpg) + +8. You will now search for the required policy and add it. + + > (1) Type **Create Supplier Negotiation** in the search field
+ > (2) Select the **Create Supplier Negotiation** privilege from the resulting dropdown as shown. + + ![Function Security Policy](../01-security-ai/images/secaiimage008.jpg) + +9. Continue adding + + > (1) Press the **Add Privilege to Role** button. + + ![Function Security Policy](../01-security-ai/images/secaiimage009.jpg) + +10. Complete adding roles + + > (1) Press the **Cancel** button to continue. + + ![Function Security Policy](../01-security-ai/images/secaiimage010.jpg) + +11. While there are other steps we can perform, we going to skip to Step 7 to add users to this role. + > (1) Press the Step **7** **Users** from the list of steps at the top of the screen + + ![Function Security Policy](../01-security-ai/images/secaiimage011.jpg) + +12. You should now assign a user to this new role and its associated privileges. + + > (1) Press the **+ Add User** button. + + ![Users](../01-security-ai/images/secaiimage012.jpg) + +13. Searching for a user + + > (1) Type **Pat.ProcurementManager** in the search form then Select then name from the resulting dropdown list.
+ + > **Note:** Be sure to include the ‘.’ between the first and last name. + + ![Add Users](../01-security-ai/images/secaiimage013.jpg) + +14. Continue + + > (1) Press the **Add User to Role** button. + + ![Add Users](../01-security-ai/images/secaiimage014.jpg) + +15. Again, the search box remains in case you want to add additional users. + + > (1) Press the **Cancel** button. + + ![Add Users](../01-security-ai/images/secaiimage015.jpg) + +16. Pat.ProcurementManager has been added to this new role + + > (1) Press the **Next** button. + + ![Add Users](../01-security-ai/images/secaiimage016.jpg) + +17. Note confirmation that we have added a Security Policy and user. + + > (1) Press the **Submit and Close** button. + + ![Add Users](../01-security-ai/images/secaiimage017.jpg) + +18. Using the compare roles feature, you can quickly identify changes you’ve made compared to the out of the box roles provided by Oracle or other custom roles. This section uses your newly created role to do exactly this. + + > (1) From the Security Console, press the **Compare Roles button** button. + + ![Roles](../01-security-ai/images/secaiimage018.jpg) + +19. Begin search for the original role + + > (1) Press the **Search** icon for the First Role. + + ![Compare Roles](../01-security-ai/images/secaiimage019.jpg) + +20. Search for seeded role + + > (1) In the search field type **Adventure**.
+ + > (2) **Select** the first entry. + + ![Compare Roles](../01-security-ai/images/secaiimage020.jpg) + +21. Continue + + > (1) Press the **Ok** button. + + ![Compare Roles](../01-security-ai/images/secaiimage021.jpg) + +22. Begin search for the custom role + + > (1) Press the **Search** icon for the Second Role. + + ![Compare Roles](../01-security-ai/images/secaiimage022.jpg) + +23. Search for custom role + + > (1) Type in your **Initials and XX Code** which you used to name your custom role .
+ + > (2) **Select** your custom role. + + ![Compare Roles](../01-security-ai/images/secaiimage023.jpg) + +24. Continue + + > (1) Press the **Ok** button. + + ![Compare Roles](../01-security-ai/images/secaiimage024.jpg) + +25. Begin compare task + + > (1) Press the **Compare** button. + + ![Compare Roles](../01-security-ai/images/secaiimage025.jpg) + +26. Now you see the differences between the two roles. + + > (1) Press the **Only in second role** toggle. + + ![Compare Roles](../01-security-ai/images/secaiimage026.jpg) + +27. This view shows the change added to the custom role. That completes this adventure. Next, you'll return to the home page. + + > (1) Press the **Home** button. + + ![Compare Roles](../01-security-ai/images/secaiimage027.jpg) + +28. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![AI Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + + +### Summary + +Security Console is used to quickly manage user access to the entire Fusion applications suite. + +**You have successfully completed the Activity!** + + +### Learn More + +* [Oracle Supply Chain & Manufacturing - Secure](https://docs.oracle.com/en/cloud/saas/supply-chain-and-manufacturing/25d/secure.html) +* [Oracle Human Resources - Secure](https://docs.oracle.com/en/cloud/saas/human-resources/25d/secure.html) +* [Oracle Documentation](http://docs.oracle.com) + + +## Acknowledgements +* **Author** - Nate Weinsaft, Cloud Technologist, Advanced Technology Services +* **Contributors** - The AI Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Nate 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This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes related to Oracle SaaS Applications Configuration and Administration. We hope you will enjoy today’s adventure exploring a complete and unified solution for your business. + +### **Objectives** + + During this adventure, you will perform a time sensitive task of granting permissions to a user. + + Estimated Time: 15 minutes + + Do not forget to answer the Adventure Check Point questions at the end of the exercise! + +### **Begin Exercise** + +1. During this adventure, you will perform a time sensitive task of granting permissions to a user. These are the steps you will perform: + + ![Security Objectives](../01-security/images/image100objs.png) + + + > At this point, you should be logged into your environment with a username CIO.xx where xx is a two number code assigned to your laptop. + + +2. Oracle Cloud Applications are delivered with a complete set of roles which control access to application functions and data. + + > To add a new privilege to a user, you will need to first copy an existing role.
+ > This is the Springboard where you’ll access all features. + + ![Application Springboard](../01-security/images/image001.png) + + +3. Accessing Security Console + + > 1. Select the **Tools** tab menu.
+ + > 2. Select **Security Console**. + + ![Tools Security Console](images/image002.png) + + +4. You’ll be working from this single console for most of the examples today. By default, you are viewing the Roles tab of the console. + + > Security Console - Roles. + + ![Console Top Empty](images/image003.png) + +5. Notice how the search is dynamic and offers available options as you type. + + > (1) In the search field provided at the top, type: **Adventure**.
+ + > (2) Then **click** on the **Adventure Accounts Payable Manager** job role. + + ![Adventure Role Search](images/image004.png) + +6. You can now see a list of the roles which are granted to a user when they are provided with the Accounts Payable Manager. + + > (1) Notice that the table may be exported to Microsoft Excel using the button provided at the top right.
+ + > (2) (Nothing to perform here) + + ![Adventure Role roles](images/image005.png) + +7. Always make changes to a copied role to ensure that your custom configurations are preserved on updates. + + > (1) Tasks associated with the role are available from this pull-down menu. + > (2) Select **Copy Role**. + + `![Copy Adventure Role a](images/image006.png) + +8. Now you'll execute the copy role. + + > (1) Select **Copy top role**.
+ + > (2) Press the **Copy Role** button. + + ![Copy Adventure Role b](images/image007.png) + +9. Notice that you are provided with a list of ordered steps at the top. For this example, we will only provide answers to steps 1, 2 and 7. + + We start by giving our copied role a unique name. + + > (1) Add **your initials and xx Code** to the name of the **role name** and **role code** as shown.
+ + > This will keep your version separate from the other participants, and it will help you find the new role later in this Cloud Journey.
+ + > (2) Press the **Next** button. + + ![Copy Role a](images/image008.png) + +10. Using Function Security Policy, you will add the privileges Brian Bell needs + + > (1) Press the **Add + Function Security Policy** button. + + ![Copy Role 2a](images/image009.png) + +11. You will now find the required policy using the search form. + + > (1) Type **Cancel Supplier Negotiation** in the search field and select the policy. + + ![Copy Role 2b](images/image010.png) + +12. You can now add the selected privilege to the role + + > (1) Press the **Add Privilege to Role** button. + + ![Copy Role 2c](images/image011.png) + +13. Note that the search window did not automatically dismiss. This is done so you can continue to add more policies in this process. + + > (1) Press the **Cancel** button to continue. + + ![Copy Role 2d](images/image012.png) + +14. The new policy has been added. + + You will skip the next three items in the numbered guided track until you arrive at ‘Users (7)’ in the Copy Role process. + + > (1) Press the **7 (Users)** task at the top of the screen. + + ![Copy Role 2e](images/image013.png) + +15. Using a similar search tool, you will now search for Brian Bell and provide him with this new role and its associated privileges. + + > (1) Press the **Add User** button. + + ![Copy Role 7a](images/image014.png) + +16. Now you can add Brian Bell as a user of this role. + + > (1) Type **Brian.Bell** in the search form then **Select** his name when found.
+ + > Be sure to include the **‘.’** between the first and last name. + + ![Copy Role 7b](images/image015.png) + +17. You can finish the Add User to Role step now. + + > (1) Press the **Add User to Role** button. + + ![Copy Role 7c](images/image016.png) + + +18. Again, the search box remains in case you want to add additional users. + + > (2) Press the **Cancel** button. + + ![Copy Role 7d](images/image017.png) + +19. Brian Bell has been added to this new role, so you can move to the next step. + + > (1) Press the **Next** button. + + ![Copy Role 7e](images/image018.png) + +20. This screen shows a summary of your changes. + + > (1) Note confirmation that we have added one Security Policy and one user
+ > (2) Press the **Submit and Close** button. + + ![Copy Role 7f](images/image019.png) + +21. You'll now receive a pop-up message that you changes are complete. + + Success! + + > (1) Press the **OK** button. + + ![Copy Role 7g](images/image020.png) + +22. Next, you'll use the Compare Roles feature, where you can quickly identify the changes you’ve made compared to the out of the box roles provided by Oracle or other custom roles. + + > (1) From the Security Console, press the **Compare Roles button**. + + ![Compare Roles Launch](images/image021.png) + +23. You will need to enter the name of your new role + + > (1) Press the **Search** ![Search Icon](images/icon01_search.png) icon for the First Role + + ![Compare Roles 1](images/image022.png) + +24. > (1) Type in your **three initials and XX Code** which you used to name your custom role. + + ![Compare Roles a](images/image023.png) + +25. > **Select** your custom role + + ![Compare Roles b](images/image024.png) + +26. > Press the **OK** button. + + ![Compare Roles c](images/image025.png) + +27. Now you will repeat these steps for the original role + + > (1) Press the **Search** icon for the Second Role + + ![Compare Roles d](images/image026.png) + +28. > (1) In the search field type **Adventure**.
+ + > (2) **Select** the first entry. + + ![Compare Roles E](images/image027.png) + +29. > (1) Press the **OK** button. + + ![Compare Roles F](images/image028.png) + +30. > (1) Press the **Compare** button. + + ![Compare Roles F](images/image029.png) + +31. Immediately you see that Cancel Supplier Negotiation has been added to the first role and does not exist in the second role. + + ![Compare Roles 6](images/image030.png) + +32. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![AI Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + + +### Summary + +Security Console is used to quickly manage user access to the entire Fusion applications suite. + +**You have successfully completed the Activity!** + + +### Learn More + +* [Oracle Supply Chain & Manufacturing - Secure](https://docs.oracle.com/en/cloud/saas/supply-chain-and-manufacturing/25d/secure.html) +* [Oracle Human Resources - Secure](https://docs.oracle.com/en/cloud/saas/human-resources/25d/secure.html) +* [Oracle Documentation](http://docs.oracle.com) + + +## Acknowledgements +* **Author** - Nate Weinsaft, Cloud Technologist, Advanced Technology Services +* **Contributors** - The AI Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Nate Weinsaft, October 2025 diff --git a/apps-cloud-adventure-cio/01-security/security.md b/apps-cloud-adventure-cio/01-security/security.md deleted file mode 100644 index c6496461f..000000000 --- a/apps-cloud-adventure-cio/01-security/security.md +++ /dev/null @@ -1,237 +0,0 @@ -# Security - -## Introduction - -Welcome to Oracle’s Cloud Adventure. This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes that are typically encountered in accounting and finance. We hope you will enjoy today’s adventure exploring a complete and unified solution for the office of the CIO. - -### Objectives - -During this adventure, you will perform a time sensitive task of granting permissions to a user. - -Estimated Time: 15 minutes - -Do not forget to answer the Adventure Check Point questions at the end of the exercise! - -## ERP & SCM: Extending Privileges to a User - -1. During this adventure, you will perform a time sensitive task of granting permissions to a user. These are the steps you will perform: - - ![Security Objectives](images/image100objs.png) - -At this point, you should be logged into your environment with a username CIO.xx where xx is a two number code assigned to your laptop. - - - -2. Oracle Cloud Applications are delivered with a complete set of roles which control access to application functions and data. - - To add a new privilege to a user, you will need to first copy an existing role. - - > This is the Springboard where you’ll access all features. - - ![Application Springboard](images/image001.png) - - -3. Accessing Security Console - - > Select the **Tools** tab menu.
- - > Select the **Tools** Select **Security Console**. - - ![Tools Security Console](images/image002.png) - - -4. You’ll be working from this single console for most of the examples today. By default, you are viewing the Roles tab of the console. - - > Security Console - Roles. - - ![Console Top Empty](images/image003.png) - -5. Notice how the search is dynamic and offers available options as you type. - - > In the search field provided at the top, type: **Adventure**.
- - > Then **click** on the **Adventure Accounts Payable Manager** job role. - - ![Adventure Role Search](images/image004.png) - -6. You can now see a list of the roles which are granted to a user when they are provided with the Accounts Payable Manager. - - > Notice that the table may be exported to Microsoft Excel using the button provided at the top right.
- - > (Nothing to perform here) - - ![Adventure Role roles](images/image005.png) - -7. Always make changes to a copied role to ensure that your custom configurations are preserved on updates. - - > Tasks associated with the role are available from this pull-down menu. Select **Copy Role**. - - ![Copy Adventure Role a](images/image006.png) - - > Select **Copy top role**.
- - > Press the **Copy Role** button. - - ![Copy Adventure Role b](images/image007.png) - -8. Notice that you are provided with a list of ordered steps at the top. For this example, we will only provide answers to steps 1, 2 and 7. - - We start by giving our copied role a unique name. - - > Add **your initials and xx Code** to the name of the **role name** and **role code** as shown.
- - > This will keep your version separate from the other participants, and it will help you find the new role later in this Cloud Journey.
- - > Press the **Next** button. - - ![Copy Role a](images/image008.png) - -9. Using Function Security Policy, you will add the privileges Brian Bell needs - - > Press the **Add + Function Security Policy** button. - - ![Copy Role 2a](images/image009.png) - -10. You will now find the required policy using the search form. - - > Type **Cancel Supplier Negotiation** in the search field and select the policy. - - ![Copy Role 2b](images/image010.png) - - > Press the **Add Privilege to Role** button - - ![Copy Role 2c](images/image011.png) - -11. Note that the search window did not automatically dismiss. This is done so you can continue to add more policies in this process. - - > Press the **Cancel** button to continue. - - ![Copy Role 2d](images/image012.png) - - -12. Note that the new policy has been added. - - You will skip the next three tasks until you arrive at ‘Users (7)’ in the Copy Role process. - - > **Press the 7 (Users) task at the top of the screen**. - - ![Copy Role 2e](images/image013.png) - -13. Using a similar search tool, you will now search for Brian Bell and provide him with this new role and its associated privileges. - - > Press the **Add User** button. - - ![Copy Role 7a](images/image014.png) - - > Type **Brian.Bell** in the search form then **Select** his name when found.
- - > Be sure to include the ‘.’ between the first and last name. - - ![Copy Role 7b](images/image015.png) - - > Press the **Add User to Role** button. - - ![Copy Role 7c](images/image016.png) - - -14. Again, the search box remains in case you want to add additional users. - - > Press the **Cancel** button. - - ![Copy Role 7d](images/image017.png) - -15. Brian Bell has been added to this new role - - > Press the **Next** button. - - ![Copy Role 7e](images/image018.png) - -16. Note confirmation that we have added one Security Policy and one user - - > Press the **Submit and Close** button. - - ![Copy Role 7f](images/image019.png) - -17. Last screen confirms new role is added - - Success! - - > Press the **OK** button. - - ![Copy Role 7g](images/image020.png) - -18. Using the compare roles feature, you can quickly identify changes you’ve made compared to the out of the box roles provided by Oracle or other custom roles. - - This section uses your newly created role to do exactly this. - - > From the Security Console, press the **Compare Roles button**. - - ![Compare Roles Launch](images/image021.png) - -19. You will need to enter the name of your new role - - > Press the **Search** ![Search Icon](images/icon01_search.png) icon for the First Role - - ![Compare Roles 1](images/image022.png) - - > Type in your **three initials and XX Code** which you used to name your custom role. - - ![Compare Roles a](images/image023.png) - - > **Select** your custom role - - ![Compare Roles b](images/image024.png) - - > Press the **OK** button. - - ![Compare Roles c](images/image025.png) - - 20. Now you will repeat these steps for the original role - - > Press the **Search** icon for the Second Role - - ![Compare Roles d](images/image026.png) - - > In the search field type **Adventure**.
- - > **Select** the first entry. - - ![Compare Roles E](images/image027.png) - - > Press the **OK** button. - - ![Compare Roles F](images/image028.png) - - > Press the **Compare** button. - - ![Compare Roles F](images/image029.png) - -21. Immediately you see that Cancel Supplier Negotiation has been added to the first role and does not exist in the second role. - - ![Compare Roles 6](images/image030.png) - - - -22. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! - - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - - -## Summary - -Security Console is used to quickly manage user access to the entire Fusion applications suite. - -**You have successfully completed the Activity!** - - -## Learn More - -* [Oracle Supply Chain & Manufacturing - Secure](https://docs.oracle.com/en/cloud/saas/supply-chain-and-manufacturing/24d/secure.html) -* [Oracle Human Resources - Secure](https://docs.oracle.com/en/cloud/saas/human-resources/24b/secure.html) -* [Oracle Documentation](http://docs.oracle.com) - - -## Acknowledgements -* **Author** - Nate Weinsaft, Cloud Technologist, Advanced Technology Services -* **Contributors** - -* **Last Updated By/Date** - Nate Weinsaft, April 2025 diff --git a/apps-cloud-adventure-cio/02-configure/configure.md b/apps-cloud-adventure-cio/02-configure/configure.md index 1bcefe599..8fd77e0be 100644 --- a/apps-cloud-adventure-cio/02-configure/configure.md +++ b/apps-cloud-adventure-cio/02-configure/configure.md @@ -1,12 +1,14 @@ # Configure -## Introduction +## **Configure the Change Salary Experience** + +### **Introduction** Oracle offers hundreds of prebuilt pages, workflows and forms “out of the box” as part of the Oracle Fusion Cloud. Many of our customers want to configure these pages and workflows to meet their specific business needs. You can unify your experience in our applications by using Redwood. Oracle Redwood is Oracle Fusion’s new design system that enhances the user experience through a visually stimulating, easy-to-use interface. By uniting customer-inspired design philosophies with industry-leading technology solutions, Oracle Redwood helps companies reduce costs, foster efficiency, revitalize the customer journey, and evolve continuously toward the future. -### Objectives +### **Objectives** In this lab, you will use Redwood to quickly and efficiently improve the user experience in Oracle Fusion Cloud. @@ -14,38 +16,40 @@ Estimated Time: 15 minutes Do not forget to answer the Adventure Check Point questions at the end of the exercise! +### **Begin Exercise** -## HCM: Enhance the Change Salary Experience - -1. You will use Redwood, Oracle’s next-generation design system, to quickly and efficiently update Change Salary Page for Non-HR managers. +1. You will use Redwood, Oracle’s next-generation design system, and Visual Builder to quickly and efficiently update Change Salary Page for Non-HR managers. -![Configuration Objectives](images/configure_objs_hcm.png) + ![Configuration Objectives](../02-configure/images/configure_objs_hcm.png) 2. You will first navigate to the Change Salary Page. - > From the application home page, click on the **My Team** tab. + > (1) From the application home page, click on the **My Team** tab. + + ![Application Home Page](../02-configure/images/hcmconfigimage002.jpg). + +3. You can access Change Salary from an individual worker record, from the search bar, or via the Quick Actions feature. - ![Application Home Page](images/image001.png). + > (1) Click on **Change Salary** under **Quick Actions**. - > Click on **Change Salary** under **Quick Actions**. + ![My Team Page](../02-configure/images/hcmconfigimage003.jpg) - ![My Team Page](images/image002.png) +4. By default this screen shows information on any Direct Reports. Since you don't have any, you can remove this filter. - > Click on the ![x icon](images/icon011_x.png) **Icon** to remove the Direct Reports Filter because your user does not have any direct reports. This action allows you to see other people. + > (1) Click on the ![x icon](../02-configure/images/icon011_x.png) **Icon** to remove the Direct Reports Filter because your user does not have any direct reports. This action allows you to see other people. - ![My Team Page](images/image003.png) + ![My Team Page](../02-configure/images/hcmconfigimage004.jpg) -3. Now you will enter the Change Salary Form so we can make the required changes using Visual Builder Studio. Now you will select a person so you can enter the Change Salary form. +5. Now you will enter the Change Salary Form so we can make the required changes using Visual Builder Studio. Now you will select a person so you can enter the Change Salary form. > (1) Search for **Barrett Reed** in the search field.
> (2) Select **Barrett Reed** in the drop down.
+ ![Change Salary Page](../02-configure/images/hcmconfigimage005.jpg) - ![Change Salary Page](images/image004.png) - -4. You have entered the Change Salary Form. Now you will quickly review the current configuration of the Change Salary Form. You need to enter in some information to access the form +6. You have entered the Change Salary Form. Now you will quickly review the current configuration of the Change Salary Form. You need to enter in some information to access the form > (1) When does the salary will start?: Type a **future date**
@@ -56,144 +60,146 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > (4) Click **Continue** once complete. - ![Change Salary Page](images/image006.png) + ![Change Salary Page](../02-configure/images/hcmconfigimage006.jpg) -5. You will now create new rule that hides Annualized Full-Time Salary because it is repetitive. You will also hide Compa-Raito since this is mainly used by HR. You also want to show the action reason in this section of the Change Salary Form. +7. You will now create new rule that hides Annualized Full-Time Salary because it is repetitive. You will also hide Compa-Raito since this is mainly used by HR. You also want to show the action reason in this section of the Change Salary Form. We can make these configuration changes by leveraging the embedded Vision Studio Builder capabilities. - ![Change Salary Page 2nd page](images/image007.png) + > (1) No action is required for Step 1. Just note that the Annualized Full-Time Salary and Compa-Ratio fields are visible.
+ > (2) Click the **logged in user icon** icon ![co image](../02-configure/images/icon012_co.png) next to the bell icon in the top right corner of the screen and select **Edit Page in Visual Builder Studio** from the resulting drop-down. -6. Now you will enter the Visual Builder Studio. + ![Change Salary Page 2nd page](../02-configure/images/hcmconfigimage007.jpg) - > (1) Click on the ![co image](images/icon012_co.png) **Image** in the top right corner of the screen.
- > (2) Then select **Edit Page in Visual Builder Studio** from the drop down options. +8. Welcome to Oracle Visual Builder Studio (VB Studio), a robust application development platform that helps your team effectively plan and manage your work throughout all stages of the app dev lifecycle: design, build, test, and deploy. Now we will use VB Studio to make the required changes to the Change Salary Form. - ![Change Salary Page 2nd page](images/image008.png) + > (1) Click on **Configure Fields and Regions** button. - The following image appears as Visual Builder Studio is loading. + ![VB Studio](../02-configure/images/hcmconfigimage008.jpg) - ![Select Project](images/image009.png) +9. First we will create a new form rule for change salary. -7. Welcome to Oracle Visual Builder Studio (VB Studio), a robust application development platform that helps your team effectively plan and manage your work throughout all stages of the app dev lifecycle: design, build, test, and deploy. + > (1) Click on the ![plus icon](../02-configure/images/icon015_plus.png) **Icon** to add a new form rule. - Now we will use VB Studio to make the required changes to the Change Salary Form. + ![Fields and Regions](../02-configure/images/hcmconfigimage009.jpg) - > Click on **Configure Fields and Regions**. - ![VB Studio](images/image010.png) +10. You can name your new rule and optionally include a description. + > (1) Label: Type **Change Salary Non-HR**.
-8. First we will create a new form rule for change salary. + > (2) Click the **Create** button. - > Click on the ![plus icon](images/icon015_plus.png) **Icon** to add a new form rule. + ![Fields and Regions](../02-configure/images/hcmconfigimage010.jpg) - ![Fields and Regions](images/image011.png) - > (1) Label: Type **Change Salary Non-HR**.
+11. You will add the Conditions for this rule to apply to all non-HR personnel. - > (2) Click on **Create**. + > (1) Click on the **Edit button.** - ![Fields and Regions](images/image012.png) + ![Fields and Regions](../02-configure/images/hcmconfigimage011.jpg) +12. You can complete the additional fields in User Roles condition in the first line. This configuration displays this version of the Change Salary Form to all people who are not assigned to the Human Resource Manager Role. -9. Note that rules are based on a hierarchy. The rules on top supersede the rules below . + > (1) For 2nd column in the **User Roles** row, select **does not contain** from the drop down.
- Now we will add the conditions that applies this rule to all non-HR personnel + > (2) For 3nd column in the **User Roles**, type **Human Resource Manager** and select **Human Resource Manager** from the resulting dropdown.
+ > (3) Click on the **Drop Down** ![drop down icon](../02-configure/images/icon013_dropdown.png) Icon to the left of Salary to expand the salary section - > Click on the **Edit button.** + ![Fields and Regions](../02-configure/images/hcmconfigimage012.jpg) - ![Fields and Regions](images/image013.png) - > (1) For **User Roles**, select **does not contain** from the drop down options.
+13. Now you want to add and hide fields. - > (2) For **User Roles**, type **Human Resource Manager** and select **Human Resource Manager**. + > (1) Action Reason: select **Visible**
- ![Fields and Regions](images/image014.png) + > (2) Annualized Full-Time Salary: select **Hidden**
+ > (3) Compa-Ratio: select **Hidden**
- **Note:** This configuration displays this version of the Change Salary Form to all people who are not assigned to the Human Resource Manager Role + > (4) Click the ![done icon](../02-configure/images/icon_done.png) icon to complete the definition of this rule.
+ > (5) Click the ![x icon](../02-configure/images/icon101_x.png) to close the Fields and Regions section. -10. Now you want to add and hide fields. + ![Salary Fields and Regions](../02-configure/images/hcmconfigimage013.jpg) - > Click on the **Drop Down** ![drop down icon](images/icon013_dropdown.png) Icon to the left of Salary to expand the salary section. - ![Fields and Regions, Conditions](images/image016.png) +14. Now you will add a validation step for the Adjustment Percentage. You do not want users to enter in a Salary Percentage Greater than 15% + > (1) Click on **Configure Validations** - > (1) Action Reason: select **Visible**
+ ![Fields and Regions](../02-configure/images/hcmconfigimage014.jpg) - > (2) Annualized Full-Time Salary: select **Hidden**
+15. You can see any existing Validations and/or create new ones. - > (3) Compa-Ratio: select **Hidden** + > Click on **+ Validation** - ![Salary Fields and Regions](images/image017.png) + ![Validation](../02-configure/images/hcmconfigimage015.jpg) +16. Your first step is the name your Validation. -11. Now you will add a validation step for the Adjustment Percentage. You do not want users to enter in a Salary Percentage Greater than 15% + > (1) Label: type **Adjustment Percentage**.
- > Click on **Validate Field Values** + > (2) Click the **Create** button. - ![Fields and Regions](images/image020.png) + ![Validation](../02-configure/images/hcmconfigimage016.jpg) - > Click on **+ Validation** - ![Validation](images/image021.png) +17. Now you will set the conditions for this rule so that the form will not accept any adjustment percentage greater than 15%. - > (1) Label: type **Adjustment Percentage**.
+ > (1) Click on **Edit**. - > (2) Click **Create**. + ![Create Validation](../02-configure/images/hcmconfigimage017.jpg) - ![Validation](images/image022.png) +18. Instead of using the pre-define condition rows, you'll create a new one. + > (1) Click on **+ Condition**. -12. Now you will set the conditions for this rule so that the form will not accept any adjustment percentage greater than 15%. + ![Create Condition](../02-configure/images/hcmconfigimage018.jpg) - > Click on **Edit**. +19. For the first field on the condition, you'll want to use the Adjustment Percentage.
![caution](../02-configure/images/cautionflagextrasmalltransparent2.png)**Note:** **Adjustment Percentage** will appear multiple times in the list of values, so be sure to select the correct one as described below. - ![Create Validation](images/image023.png) - - > Click on **+ Condition**. + > (1) Type **Adjustment Percentage** in the box and select the 1st **# Adjustment Percentage** under **Salary Details** from the resulting list of values.
- ![Create Validation](images/image024.png) + ![Create Validation](../02-configure/images/hcmconfigimage019.jpg) - > (1) Type **Adjustment Percentage** in the box and select the 1st **# Adjustment Percentage** under **Salary Details**
+20. For the second field on the condition, you'll specify the operator. - > (2) Select **greater than**
+ > (1) Select **greater than** from the dropdown.
- > (3) Type **15**
+ ![Create Validation](../02-configure/images/hcmconfigimage020.jpg) - ![Create Validation](images/image026.png) +21. For the third field on the condition, you'll specify the comparison value.
![caution](../02-configure/images/cautionflagextrasmalltransparent2.png)**Note:** if the 3rd data entry field is obscured by the list of values, press the esc key on the upper left of your laptop keyboard. + > (1) Type **15** - The form will not allow any user to enter an adjustment percentage greater than 15%. + ![Create Validation](../02-configure/images/hcmconfigimage021.jpg) - -13. Now you will configure the error message users will see if they enter in an Adjustment Percentage greater than 15%. +22. Now you will configure the error message users will see if they enter an Adjustment Percentage greater than 15%. > (1) Summary: type **Adjustment Percentage is too high**.
- > (2) Detail: **The Adjustment Percentage must be lower than 15%** in **Detail**.
+ > (2) Severity: Select **Error**.
- > (3) Detail: type **The Adjustment Percentage must be lower than 15%**. + > (3) Detail: type **The Adjustment Percentage must be lower than 15%**.
- ![Create Validation](images/image028.png) + > (4) Click the ![done icon](../02-configure/images/icon_done.png) icon to complete the definition of this rule.
+ > (5) Click the ![x icon](../02-configure/images/icon101_x.png) to close the Validations section. -14. Well done. You have configured a new rule for Non-HR personnel. + ![Create Validation](../02-configure/images/hcmconfigimage022.jpg) - Redwood offers a quick way to review your changes as they appear in the application. - > (1) Click on the **Preview** ![preview icon](images/icon014_preview.png) icon in the top right of the screen.
+23. Well done. You have configured a new rule for Non-HR personnel. You can quickly review your changes as they appear in the application. - > (2) A new window will pop up. + > (1) Click on the **Preview** ![preview icon](../02-configure/images/icon014_preview.png) icon in the top right of the screen. +
![caution](../02-configure/images/cautionflagextrasmalltransparent2.png)**Note:** This will open the application in a new browser tab.
- ![Create Validation](images/image031.png) + ![Create Validation](../02-configure/images/hcmconfigimage023.jpg) -15. You have reentered the Change Salary Form. Let’s review the changes. You need to enter the required information before you can move to the next screen. +24. You have re-entered the Change Salary Form. Let’s review the changes. You need to enter the required information before you can move to the next screen. > (1) When does the salary will start?: Type a **future date**
@@ -203,221 +209,50 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > (4) Click **Continue** once complete. - ![Change Salary Page 2nd page](images/image033.png) - - -16. Note that Annualized Full-Time Salary and Compa-Ratio are no longer visible while Action Reason is now Visible. - - Now we will test the validation for the Adjustment Amount Percentage. - - > Enter an Adjustment Percentage that is greater than 15%. - - ![Change Salary Screen 2](images/image034.png) - -17. The system gives us a warning that the increase in salary is outside the worker’s salary range. You will ignore this warning. - - > Click **Continue.** - - ![Change Salary Screen 2](images/image035.png) - -18. The system will not allow the user to continue because the Adjustment Percentage exceeds 15% due to the field validation we configured. - - ![Change Salary Screen 2 error message](images/image036.png) - - > Click on the **Home** ![home icon](images/icon017_home.png) Icon. - - - - - - -19. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! - - [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - -## ERP & SCM: Update Suppliers (New) Listing Page - -1. You will use Redwood, Oracle’s next-generation design system, to quickly and efficiently update the Suppliers (New) listing page providing more visibility to Procurement Managers. Suppliers (New) is a dynamic listing page that allows you to create role-based layouts based on configurable criteria. - - ![Configuration Objectives](images/configure_objs.png) - -2. You will first navigate to the Suppliers (New) Listing Page. - - > From the application home page, click on the **Procurement** tab. - - ![Application Home Page](images/image101.png). - - > Click on **Suppliers (New)** under **Quick Actions**. - - ![My Team Page](images/image102.png) - - > Click on the **Supplier Type** to display the Filter and click into the Search box **Supplier Type**. - - ![My Team Page](images/image103.png) - - > Click and select **Supplier (187)** to display list of suppliers. - - ![My Team Page](images/image104.png) - - > Click anywhere in the page away from the search filter **Supplier (187)** - - ![My Team Page](images/image105.png) - - - - -3. Now you will enter the Suppliers (New) Page that displays lists of suppliers. - - - > (1) Click on drop-down icon to expand a specific supplier row. - - ![Change Salary Page](images/image106.png) - -4. You can see the supplier information displayed is limited. We will update the page to display more fields for procurement managers.

Now you will leverage Visual Builder Studio to update the Suppliers (New) page. - - - > (1) Click on the ![picture image](images/icon102_co.png) **Image** in the top right corner of the screen.
+ ![Change Salary Page 2nd page](../02-configure/images/hcmconfigimage024.jpg) - > (2) Then select Edit Page in Visual Builder Studio from the drop down options. +25. Note that Annualized Full-Time Salary and Compa-Ratio are no longer visible and Action Reason is now Visible. Now you will test the validation for the Adjustment Amount Percentage. - ![Change Salary Page](images/image107.png) + > (1) Enter an Adjustment Percentage that is greater than 15% and either **tab** out of the field or press the **Enter** key on the keyboard. + ![Change Salary Screen 2](../02-configure/images/hcmconfigimage025.jpg) -5. The following image appears as Visual Builder Studio is loading. +26. The system will not allow the user to continue because the Adjustment Percentage exceeds 15%! - ![Change Salary Page 2nd page](images/image108.png) + ![Change Salary Screen 2 error message](../02-configure/images/hcmconfigimage026.jpg) -6. Welcome to Oracle Visual Builder Studio (VB Studio), a robust application development platform that helps your team effectively plan and manage your work throughout all stages of the application development lifecycle: design, build, test, and deploy.

Now we will use VB Studio to make the required changes to the Suppliers (New) page. +27. Congratulations! ![checkered flag](../02-configure/images/checkeredflag.jpg) + > You've completed this Adventure. Please close this tab and the Visual Builder tab and get ready for your next Adventure. - > Click on **Configure Fields and Regions**.
+27. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! - ![Select Project](images/image109.png) + [![AI Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) +### Summary +In this adventure you experience the power of application configuration, including the ability to define rules, control screen content, and define validation rules. This adventure leveraged Visual Builder, the same tool that Oracle uses to build the application. Visual Builder allows you to configure the application and also create new application screens that can leverage both Oracle and non-Oracle data. These features allow you to fine tune your Oracle Fusion Cloud Applications for peak performance, business processes tailored to you requirements, and fast, efficient usage. -7. First we will create a new role-based form rule for Suppliers (New) page +And remember, application configurations are automatically maintained during the release update process. - > Click on the ![+ Icon](images/icon105_plus.png) **Icon** to add a new form rule. +So, check your with you team, double-check your racing harness and get ready for our next Adventure. - ![Fields and Regions](images/image110.png) +### Learn More - > (1) Enter **procurementManagerLayout** in label.
- > (2) Click on **Create**. - - ![Fields and Regions](images/image111.png) - - -8. Note that rules are based on a hierarchy. The rules on top supersede the rules below . - - > Click on the **Edit button.** - - ![Fields and Regions](images/image112.png) - - - -9. Now we will add the conditions that applies this rule to all Procurement Managers. - - > Click on the **Condition button**. - - ![Fields and Regions, Conditions](images/image113.png) - - In the first box, enter **Roles** and select **Roles** from the drop-down. - - ![Fields and Regions, Conditions](images/image114.png) - - > (1) Enter **Procurement Manager** in the right most box of the **User Roles** row.
- - > (2) Select the first **Procurement Manager** role from the drop-down list. - - ![Fields and Regions, Conditions](images/image115.png) - - -10. Now you want to add and hide fields. - - > Click on the ![dropdown](images/icon103_dropdown.png) Icon to the left of Supplier Details to expand the section. - - ![Fields and Regions](images/image116.png) - -11. First you want to the configure the page to display the **Creation Source**. - - > (1) Click in the Box in the **Hidden Column** for **Creation Source Field** row.
- - > (2) Then select **Visble** from the options that appear. - - ![Validation](images/image117.png) - - -12. Now repeat the above steps for fields Creation Date, Parent Supplier Number and Tax Payer Country to make them visible. - - > (1) Click the Box in the **Hidden Column** for **each of these** rows.
- - > (2) Then select **Visible** from the options that appear. - -![Validation 2](images/image118.png) - - -13. Well done. You have configured a new role-based page layout for Procurement Managers. Redwood offers a quick way to review your changes as they appear in the application. - - > (1) Click on the **Preview** ![Fields and Regions, Conditions](images/icon104_preview.png) icon in the upper right of the screen
- - > (2) A new windows will pop up in a new browser tab. - - ![Validation 2](images/image119.png) - -14. You have reentered the Suppliers (New) page. Let’s review the changes. - - Click on the **Supplier Type** to display the Filter and click into the Search box **Supplier Type**. - -![Validation 2](images/image120.png) - -15. You need to select the search filter Supplier (187) again. - -> Click and select **Supplier (187)** to display list of suppliers. - -![Validation 4](images/image121.png) - - -> Click anywhere in the page away from the search filter **Supplier (187)** - - ![Change Salary Screen 2](images/image122.png) - -16. Now you will enter the Suppliers (New) Page that displays lists of suppliers. - - > Click on **drop-down icon** to expand a specific supplier row - - ![Change Salary Screen 2](images/image123.png) - -17. You can see all the changes we just configured for displaying additional fields to Procurement Managers. - - > Click on the **Home** ![Home Icon](images/icon107_home.png) Icon. - - -18. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! - - [![Checkpoint](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - -## Summary - -Oracle Redwood is Oracle Fusion’s new design system that enhances the user experience through a visually stimulating, easy-to-use interface. By uniting customer-inspired design philosophies with industry-leading technology solutions, Oracle Redwood helps companies reduce costs, foster efficiency, revitalize the customer journey, and evolve continuously toward the future. - - -**You have successfully completed the Activity!** +* [Overview of Redwood Application Extension](https://docs.oracle.com/en/cloud/saas/human-resources/25d/fauvb/overview-of-redwood-application-extensions.html) +* [Configuring and Extending Applications](https://docs.oracle.com/en/cloud/saas/applications-common/25d/oaext/overview-of-using-visual-builder-studio.html#s20072861) +* [Oracle Documentation](http://docs.oracle.com) -## Learn More -* [Overview of Redwood Application Extension](https://docs.oracle.com/en/cloud/saas/human-resources/24d/fauvb/overview-of-redwood-application-extensions.html) -* [Configuring and Extending Applications](https://docs.oracle.com/en/cloud/saas/applications-common/24d/oaext/overview-of-using-visual-builder-studio.html#s20072861) -* [Oracle Documentation](http://docs.oracle.com) ## Acknowledgements -* **Author** - Charlie Moff, Distinguished Cloud Technologist, Advanced Technology Services; Casey Doody, Cloud Technologist , Advanced Technology Services -* **Contributors** - Sajid Saleem, Master Principal Cloud Technologist, Advanced Technology Services -* **Last Updated By/Date** - Casey Doody, April 2025 +* **Author** - Charlie Moff, Distinguished Cloud Technologist, Advanced Technology Services; Casey Doody, Cloud Technologist , Advanced Technology Services, Sajid Saleem, Master Principal Cloud Technologist, Advanced Technology Services +* **Contributors** - The AI Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Casey Doody, October 2025 diff --git 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--git a/apps-cloud-adventure-cio/03-extend/extend.md b/apps-cloud-adventure-cio/03-extend/extend.md index 8b5790800..f0a9d5f17 100644 --- a/apps-cloud-adventure-cio/03-extend/extend.md +++ b/apps-cloud-adventure-cio/03-extend/extend.md @@ -1,80 +1,82 @@ # Extend your SaaS Applications -## Introduction +## **Extend with new Supplier Screen** + +### **Introduction** Oracle Cloud Applications include an embedded tool called Visual Builder. Visual Builder is the same tool that Oracle uses to develop application screens and it's available for you to create additional screens. These screens can leverage both Oracle Cloud Application data and, if necessary, data from external systems. -### Objectives +### **Objectives** -In this lab, you will use Visual Builder to create additional screens +In this lab, you will use Visual Builder to create an application screen. Estimated Time: 15 minutes Do not forget to answer the Adventure Check Point questions at the end of the exercise! -## ERP & SCM: Create a simplified user interface using Redwood Design Patterns and Oracle Visual Builder +### **Begin Exercise** 1. In this lab, you will Use Visual Builder to build a new Supplier Screen. -![New Screen Process Flow](images/supplierscreenobjs2.png) + ![New Screen Process Flow](../03-extend/images/supplierscreenobjs2.png) 2. We will now create a new application screen to allow editing of specific supplier information. Oracle Cloud Applications include an embedded tool called Visual Builder. Visual Builder is the same tool that Oracle uses to develop application screens and it's available for you to create additional screens. These screens can leverage both Oracle Cloud Application data and, if necessary, data from external systems. > (1) **Click** on the **‘Configuration’** tab.
> (2) **Click** on the **‘Visual Builder’** tile
- ![Open Visual Builder](images/image001.png) + ![Open Visual Builder](../03-extend/images/image001.png) 3. We have pre-defined a Project. A project collects all the people, tools, and processes you need to complete a unit of work. You can use a project to host source code files, track issues, collaborate on code, and build and deploy your applications. If your team is extending Oracle Cloud Applications, you’ll probably want to set things up so that you have a single project dedicated to work with a single repository for each Application. > **Click** on the **‘CloudAdventure’** project - ![open project](images/image002.png) + ![open project](../03-extend/images/image002.png) 4. Workspaces allow you to segregate units of work within a Project. > **Click** on the **‘Manage Workspaces’** link. If your Project has no pre-existing workspaces, you'll be presented with a **‘Go to Workspaces’** button to click instead. The following screenshots show both potential screens. - ![workspace](images/image003.png) - ![workspace](images/image003b.png) + ![workspace](../03-extend/images/image003.png) + ![workspace](../03-extend/images/image003b.png) 5. We'll create a new workspace for our simplified supplier screen - > (1) **Click** on the **‘New’** ![New drop down](images/icon017_dropdown.png) dropdown
+ > (1) **Click** on the **‘New’** ![New drop down](../03-extend/images/icon017_dropdown.png) dropdown
> (2) **Select** **‘New Application Extension’** from the resulting dropdown - ![workspace](images/image004.png) + ![workspace](../03-extend/images/image004.png) 6. We'll name our new Extension. > (1) **Enter** **‘QuickSupplier#’** in the "'Extension Name'" field.
> (2) **Click** the **‘Create’** button - ![create extension](images/image005.png) + ![create extension](../03-extend/images/image005.png) 7. We're now at the Visual Builder homepage. We can configure existing screens, create new ones, or build whole new applications. We can also leverage REST APIs to access Fusion SaaS Data. Supplier data from Oracle ERP/SCM Cloud, so we'll leverage the embedded integration via REST APIs. - > (1) **Click** the **‘Services’** ![Services Icon](images/icon018_services.png) icon on the left menu. + > (1) **Click** the **‘Services’** ![Services Icon](../03-extend/images/icon018_services.png) icon on the left menu. - ![add UI Screen](images/image006.png) + ![add UI Screen](../03-extend/images/image006.png) 8. We can add services from Oracle Cloud Applications or other accessible data sources. > (1) **Click** on the **‘+ Service Connection’** button. - ![create UI](images/image007.png) + ![create UI](../03-extend/images/image007.png) 9. There are multiple ways to reference a service. We'll use the included catalog of Oracle Cloud Application services. > **Click** on the **‘Select from Catalog’** tile. - ![view default screen template](images/image008.png) + ![view default screen template](../03-extend/images/image008.png) 10. Services are available for functionality across the Oracle Cloud Applications. > **Click** on the **‘‘Enterprise Resource Planning and Supply Chain’** tile. - ![manage services](images/image009.png) + ![manage services](../03-extend/images/image009.png) 11. We'll use the Supplier Service from the ERP/SCM Catalog. @@ -83,38 +85,38 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > (3) Click the ‘Checkbox’ next to ‘Suppliers’.
> (4) Click the ‘Create’ button.
- ![create service connect](images/image010.png) + ![create service connect](../03-extend/images/image010.png) 12. The resulting screen shows additional configuration options for our supplier service, but we'll just use the default settings. We can also see the Endpoints details related to our Suppliers service. > **Click** on the **‘Endpoints’** tab as shown. - ![select from catalog](images/image011.png) + ![select from catalog](../03-extend/images/image011.png) 13. Here we see the various operations and data objects available. This includes Get, Post and Patch operations allowing for query, create and update actions Scrolling this window we can see that other related information is also available, including addresses, attachments, contacts, descriptive flexfields and more. Now we want to start creating our new screen. - > **Click** on the **‘App UIs’** ![App UIs Icon](images/icon019_apps_uis.png) icon in the left toolbar + > **Click** on the **‘App UIs’** ![App UIs Icon](../03-extend/images/icon019_apps_uis.png) icon in the left toolbar - ![select from catalog](images/image012.png) + ![select from catalog](../03-extend/images/image012.png) 14. You can now see the App UI panel on the left hand side. This allows you to create you new page. > **Click** on the **‘+ App UI’** button. - ![select ERP/SCM](images/image013.png) + ![select ERP/SCM](../03-extend/images/image013.png) 15. You can name your App UI. > (1) **Enter** **‘QuickSupplierUI’** in the "'App UI Name'" field.
> (2) **Click** the **‘Create’** button. - ![get supplier service](images/image014.png) + ![get supplier service](../03-extend/images/image014.png) 16. Visual Builder has automatically created a default UI leveraging the Oracle provided Redwood template. Redwood is Oracle's design methodology and pre-defined templates, and design patterns are included in Visual Builder to allow you to create applications that look and function just like Oracle delivered applications. > **Double-Click** the **‘main-start’** object. - ![create supplier service](images/image015.png) + ![create supplier service](../03-extend/images/image015.png) 17. Here we see our blank template and a list of some of the provided Redwood design components. We want to start by adding some components to the screen to hold our data. @@ -122,7 +124,7 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > (2) Type **Panel** in the **‘filter’** field.
> (3) Drag **Panel** to the dashed rectangle object and drop it in the blue columns that appear (4) shown. - ![create supplier service](images/image016.png) + ![create supplier service](../03-extend/images/image016.png) 18. Next, you'll add a component to the panel. The first component we add with be an Input Text field to allow for searching. @@ -130,49 +132,49 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > (2) Type **text** in the **‘filter’** field.
> (3) Drag **Input Text** and drop in the blue section that appears when you drop into the Panel (4). - ![create supplier service](images/image017.png) + ![create supplier service](../03-extend/images/image017.png) 19. In the next 2 steps, you'll add label to your search field and create a page variable. You can start with the label. > (1) Type **Enter Supplier Name Search** in the **Label Hint** field on the **General** tab of the **Properties** panel on the right.
> (2) Click the **Data** tab in the **Properties** panel.
- ![create supplier service](images/image018.png) + ![create supplier service](../03-extend/images/image018.png) 20. Create a page variable to save the contents of your new Input Text field > (1) Click the (x) icon on the top right of the Value field. If the (x) is not showing, move your cursor to the Value field and it will appear.
> (2) The **Variables** pop-up window will appear. Click **Create** next to the **Page** option. - ![create supplier service](images/image019.png) + ![create supplier service](../03-extend/images/image019.png) 21. Name your page variable. > (1) Type **SupplierSearchString** in the ID Field.
> (2) Click the **Create** button. - ![create supplier service](images/image020.png) + ![create supplier service](../03-extend/images/image020.png) 22. You’ll now add a Table component to the Panel. > (1) Enter **Table** in the **‘filter’** field.
> (2) Drag **Table** Table to the white space below your text field. Be sure that it’s in the white space just below the text field and not in the brown section further down. - ![add supplier service to screen](images/image021.png) + ![add supplier service to screen](../03-extend/images/image021.png) 23. You now have a table to hold the data. Next, you’ll add the Supplier data from our REST API. You can use the Quick Start feature to help with this task. > (1) Click in the newly created **Table** region.
> (2) You should now see the Table Properties region appear on the right. - ![table layout](images/image022.png) + ![table layout](../03-extend/images/image022.png) 24. The Quick Start features simply common tasks. You can use the Add Data Quick Start feature to show data from the Supplier REST API. > (1) Click the **'Quick Start'** table in the Table Properties area.
> (2) Click the **'Add Data'** tile. - ![select supplier fields](images/image023.png) + ![select supplier fields](../03-extend/images/image023.png) 25. You can see the various Supplier related data available from the Supplier REST API. You’ll just use the Suppliers data for this scenario. @@ -180,7 +182,7 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > (2) Click **'Suppliers'** tile.
> (3) Click the **Next** button. - ![finish supplier fields](images/image024.png) + ![finish supplier fields](../03-extend/images/image024.png) 26. You’ll select a few fields to display on the new screen. This screen will be used to search for Suppliers and allow for quick update of a few pieces of Supplier Data. @@ -191,26 +193,26 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > (2) Confirm the list of selected fields.
> (3) Click the **Next** button. - ![widen screen handle](images/image025.png) + ![widen screen handle](../03-extend/images/image025.png) 27. Here you can configure the search field. > (1) Click on the **filterCriterion** field in the Target section of the screen. This will cause a **Click to add condition** option to appear at the bottom of the screen.
> (2) Click the **Click to add condition** link. - ![widen screen](images/image026.png) + ![widen screen](../03-extend/images/image026.png) 28. The next 3 steps will configure the Condition for the filterCriterion. > (1) Type **Supplier** in the first field and pick **Supplier** from the resulting pop-up list (2). - ![widen screen](images/image027.png) + ![widen screen](../03-extend/images/image027.png) 29. Next you'll select the Operator > (1) Click in the **Operator** field and select **contains ($co)** from the resulting pop-up list (2). - ![operator selection](images/image028.png) + ![operator selection](../03-extend/images/image028.png) 30. And now you'll reference the page variable that we created earlier. @@ -218,14 +220,14 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > (2) Select **$variables.SupplierSearchString** from the resulting pop-up list.
> (3) Click in the **Finish** button. - ![widen screen](images/image029.png) + ![widen screen](../03-extend/images/image029.png) 31. Notice that the screen auto-queried Supplier Information. You can easily move between Design, Live and Code views of our application. But next, you want the ability to edit data. So, you’ll use the Quick Start again to add an edit page. > (1) Confirm that you're on the **Quick Start** tab.
> (2) Click the **Add Edit Page** tile. - ![edit page quick start](images/image030.png) + ![edit page quick start](../03-extend/images/image030.png) 32. You can select the same or different fields for out Edit Page. Since the request was to create a simple page, you'll just add a few fields. @@ -238,13 +240,13 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > (2) Confirm the list of selected fields.
> (3) Click the **Finish** button. - ![edit page quick start](images/image031.png) + ![edit page quick start](../03-extend/images/image031.png) 33. You're ready to try your new page. - > Click the **Preview** ![Preview Icon](images/icon016_preview.png) icon on the top right of the screen. + > Click the **Preview** ![Preview Icon](../03-extend/images/icon016_preview.png) icon on the top right of the screen. - ![select edit page fields](images/image032.png) + ![select edit page fields](../03-extend/images/image032.png) 34. A new browser tab is launched showing our completed application. You now have a fully functioning screen that supports query and update capabilities. @@ -252,20 +254,20 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > (2) Select a Supplier record by clicking on it (the row will highlight)
> (2) Click the **Edit Supplier** button. - ![finish edit page fields](images/image033.png) + ![finish edit page fields](../03-extend/images/image033.png) 35. You Edit Supplier screen allows you to update the information and save. The new screen leverages the security and business rules of the application via the standard REST API. > (1) Note that the Supplier Number field is non-enterable. That field is non-updateable and that condition automatically carries through to our new screen.
> (2) The Taxpayer ID is enterable, but we’ll end here without doing the update. - ![preview](images/image034.png) + ![preview](../03-extend/images/image034.png) 36. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + [![AI Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) -## Summary +### Summary The two tasks of this Extension adventure introduced you to a few of the capabilities that customers can leverage to extend Oracle Fusion Cloud applications. These features allow you to fine tune your Oracle Fusion Cloud Applications for peak performance, business processes tailored to you requirements, and fast, efficient usage. @@ -274,16 +276,16 @@ You learned how to extend the applications using Oracle Visual Builder Studio to You also learned how to leverage 3rd party Generative AI capabilities by leveraging external LLMs directly from the Guided Journey feature of Oracle Fusion Cloud Applications. So, check your with you team, double-check your racing harness and get ready for our next Adventure. -## Learn More +### Learn More - [Extending Oracle Cloud Applications with Visual Builder Studio](https://docs.oracle.com/en/cloud/paas/visual-builder/visualbuilder-building-appui) - [Overview of Guided Journeys](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/overview-of-guided-journeys.html) -- [Configure User Defined Content Task Type for a Journey](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/configure-user-defined-content-task-type-for-a-journey.html) +- [Configure User Defined Content Task Type for a Journey](https://docs.oracle.com/en/cloud/saas/human-resources/25d/faijh/configure-user-defined-content-task-type-for-a-journey.html) - [Oracle Documentation](http://docs.oracle.com) ## Acknowledgements -- **Author** - Charlie Moff, Distinguished Cloud Technologist, Advanced Technology Services; Stephen Chung, Principal SaaS Cloud Technologist, Advanced Technology Services +- **Author** - Charlie Moff, Distinguished Cloud Technologist, Advanced Technology Services; Stephen Chung, Principal SaaS Cloud Technologist, Advanced Technology Services, Sajid Saleem, Master Principal SaaS Cloud Technologist, Advanced Technology Services -- **Contributors** - Sajid Saleem, Master Principal SaaS Cloud Technologist, Advanced Technology Services -- **Last Updated By/Date** - Charlie Moff, April 2025 +- **Contributors** - The AI Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +- **Last Updated By/Date** - Charlie Moff, October 2025 diff --git a/apps-cloud-adventure-cio/03-extend/images/supplierscreenobjs2.png b/apps-cloud-adventure-cio/03-extend/images/supplierscreenobjs2.png index 773bd4e92..f066e9d7f 100644 Binary files a/apps-cloud-adventure-cio/03-extend/images/supplierscreenobjs2.png and b/apps-cloud-adventure-cio/03-extend/images/supplierscreenobjs2.png differ diff --git a/apps-cloud-adventure-cio/04-extend-more/extend-more.md b/apps-cloud-adventure-cio/04-extend-more/extend-more.md index f2bfeb170..52a0173da 100644 --- a/apps-cloud-adventure-cio/04-extend-more/extend-more.md +++ b/apps-cloud-adventure-cio/04-extend-more/extend-more.md @@ -1,343 +1,51 @@ -# Extend your SaaS Applications +# Create AI Agents and Agent Teams for your enterprise -## Introduction - -In this activity you will learn how easily extend Fusion SaaS application to include external content to guide users to better decisions. +## **AI Agent Studio Demo** -Guided Journeys allow you to configure business processes to support user tasks by providing guidance, such as additional information, tutorials, company policies, best practices and more. The User Defined Content feature of a Guided Journey Task allows users to define guided journey tasks and connect to a user defined REST API. The user defined REST API can retrieve data from external sources based on the context information passed from the calling user interface. +## Introduction -As a Pit Crew member and the Oracle SaaS Business Process and Configuration expert for your organization, you’re up to the task. +AI Agent Studio for Fusion Applications is a comprehensive platform for creating, extending, deploying and managing AI Agents and Agent Teams across the enterprise. Oracle AI Agent Studio delivers easy-to-use tools, including advanced testing, robust validation, and built-in security, that helps Oracle Fusion Applications customers and partners create and manage AI agents. Leveraging the same technology that Oracle uses to create AI agents, Oracle AI Agent Studio enables users to easily extend pre-packaged agents and/or create new agents and then deploy and manage them. ### Objectives -In this lab, you will: +In this activity, you will see your Oracle Cloud Adventure team use AI Agent Studio and build a new action agent. Following are the tasks you will see as part of this demonstration -* Create a Guided Journey that leverages an external LLM +   • Review Business Objects that allows the AI Agent Studio with easy access to application objects and data
+   • Create Deep Links for 1-click Access
+   • Create Tools
+   • Create a new Action Agent
Estimated Time: 15 minutes -As you follow along, do not forget to think about the Adventure Check Point questions you'll answer at the end of this adventure! - -## HCM: Guided Journey for Compensation Info - -**Objectives**
-In this activity you will use HCM Guided Journey Task with User Defined Content and Visual Builder Studio to:
- -   • Configure HCM Checklist Template with a Guided Journey Task with User Defined Content
-   • Link the Guided Journey Task with User Defined Content with a pre-configured Generative AI endpoint
-   • Configure HCM Compensation Info Page to include the configured Checklist Template
-   • Preview your changes
- -![Journey Process Flow](images/hcmllmobjs.jpg) - - -1. You'll start by going to the Guided Journey screen. - - > (1) Enter **Guided Journey** in the search field at the top of the home page.
- > (2) Select **Guided Journey** from the resulting dropdown search results. - - ![Guided Journey Navigate](images/hcmimage001.jpg) -
- -2. The first step is to configure a Task for the Guided Journey. We’ve already setup Guided Journeys for each Cloud Adventure User, so you'll start by searching for your specific template. - - > (1) Enter **CA_##** in the **search** field, **where ## is your assigned user number**.
- ![View Caution](images/cautionaboutusernumbers.png) - - > (2) Click the **Magnifying Glass** ![Magnifying Glass Icon](images/icon10_searchdark.png) icon or press the **Enter** key to execute the search. - - ![Search Guided Journey](images/hcmimage002.jpg) -
- -3. - - > Click your **Guided Journey name** (e.g. **CA_##**) to open the journey. - - ![Open Guided Journey](images/hcmimage003.jpg) -
- -4. You can see the general information for your Guided Journey, including Name, Code and Description. We'll use the Code later in this adventure. You’re now ready to add a Task. - - > **Click** on the **+ Add** button under the **Tasks** header. - - ![View Guided Journey](images/hcmimage004.jpg) -
- -5. You can now define your new task and leverage the task type User Defined Content. This will allow you to reference the REST Integration that was discussed at the beginning of the adventure. It will link to a pre-configured Generative AI LLM endpoint. - - > Complete the following fields as shown:
- >  • Name(1): Type **Get Additional Compensation Info**
- >  • Task Type(2): Select **User Defined Content** from the dropdown
- >  • Configuration(3): Select **HCM_GJ_GenAI_OCILlama3_Endpoint** from the dropdown
- >  • (4) Click the **Save** button. - - ![Enter Task Info](images/hcmimage005.jpg) -
- -6. The next step is the configuration the Compensation Info UI to leverage your Guided Journey. To do that, you can head back to the home page. - - > Click on the **Home** ![Home Icon](images/icon13_home.png) icon on the top icon bar. - - ![Go Home](images/hcmimage006.jpg) -
- -7. You can configure the Compensation Info page directly from within the application. - - > (1) Enter **Compensation Info** into the **search** field at the top of the page.
- > (2) Select **Compensation Info** from the resulting **dropdown** list. - - ![Open Compensation Info](images/hcmimage007.jpg) -
- -8. There are no matching workers, so you can unselect Direct reports to broaden our search. - - > Click the ![X Icon](images/icon14_x2.png) next to Direct Reports under the search field. - - ![Remove Direct Reports Filter](images/hcmimage008.jpg) -
- -9. You can search for a worker and make the configuration directly from their Compensation Info page. Note that even though you’re searching for a specific user, this will be a system-wide configuration. - - > (1) Enter **Emily Heather** in the **Search** field.
- > (2) Select **Emily Heather** from the resulting **dropdown** list. - - ![Search for a person](images/hcmimage009.jpg) -
- -10. You will now use the embedded Visual Builder Studio tool to configure this page. The configuration will allow you to reference your previously defined Guided Journey and Task. Visual Builder is the tool that Oracle uses to develop Fusion Cloud Application screens. Customers can use these same tools to perform configurations or, as we saw in other adventures, create new screens using the same look and feel as the delivered applications. - - - > (1) Click the **User Photo/User ID icon** on the top right corner of the screen.
- > (2) Select **Edit Page in Visual Builder Studio** from the resulting dropdown list. - - ![Open Visual Builder](images/hcmimage010.jpg) -
- -11. You’re now in Visual Builder – Express Mode. This allows you to easily configure application screens. In this scenario, you’ll be referencing the Guided Journey/Task that you created earlier. - - > (1) Enter **Salary** in the **Page Properties Filter** field on the right. This will narrow the list of Page Properties available.
- > (2) Enter **CA_##** in the **CompensationInfoSalaryGuidedJourneyCode** field and press the **Enter** key. Be careful to enter this into the correct field as there are several similar fields available. If you searched as described in Step 1, it’s likely the 1st field listed below the filter. - - ![Search properties](images/hcmimage011.jpg) -
- -12. You will now see the Get Additional Compensation Info link available on the screen. If you recall, this was the name of the Task we defined earlier and is your link to the User Defined Configuration call to the LLM. - - > (1) Confirm (don't click, just confirm) that the **Get Additional Compensation Info** link now appears on the bottom left of the screen. - > (2) Click the **Preview** ![Preview](images/icon16_preview.png) icon in the top right of the screen. - - ![Preview](images/hcmimage012.jpg) -
- -13. The Preview should open in a new browser tab. You can now see our screen in Preview Mode. It shows the standard screen layout, but also includes your Guided Journey configuration. Please note that these configurations are automatically maintained during the Oracle Release Update process. These are not Customizations. - - > (1) Click the **Get Additional Compensation Info** link. - - ![Get Additional Compensation Info](images/hcmimage013.jpg) -
- -14. The Guided Journey Task has called your User Defined Content integration. As discussed in the introduction to this adventure, it calls Oracle Integration to gather additional prompt information, such as Position and New York, prior to our Generative AI call to the external LLM. The results are then formatted and displayed as shown. - - > (1) When finished reviewing the result, you can close your browser tabs and exit the Oracle Cloud Application UI. - - ![Finish](images/hcmimage014.jpg) -
- -15. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! - - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - -## ERP & SCM: Guided Journey for PO Requisition Item Reviews - - -**Objectives**
-In this activity you will use a Guided Journey Task with User Defined Content and Visual Builder Studio. You will: - -   • Link the Guided Journey Task with User Defined Content with a pre-configured Generative AI endpoint
-   • Configure Self Service Procurement Shopping Cart to include the configured Checklist Template
-   • Preview your changes to see how you can now access real-time reviews from your cart. - -![Journey Process Flow](images/pollmobj.jpg) - - -1. You'll start by going to the Guided Journey screen. - - > (1) Enter **Guided Journey** in the search field at the top of the home page.
- > (2) Select **Guided Journey** from the resulting dropdown search results. - - ![Guided Journey Navigate](images/poimage001.jpg) -
+### **Begin Exercise** -2. The first step is to configure a Task for the Guided Journey. We’ve already setup Guided Journeys for each Cloud Adventure User, so you'll start by searching for your specific template. +1. So sit back, relax, and watch your Cloud Adventure team use AI Agent Studio to Create Tools and Agents. But pay attention as you will use these artifacts when you work on your next Cloud Adventure lan where you'll build an Agent Team. - > (1) Enter **CA_##** in the **search** field, **where ## is your assigned user number**.
- ![View Caution](images/cautionaboutusernumbers.png) - - > (2) Click the **Magnifying Glass** ![Magnifying Glass Icon](images/icon10_searchdark.png) icon or press the **Enter** key to execute the search. - - ![Search Guided Journey](images/poimage002.jpg) -
- -3. - - > Click your **Guided Journey name** (e.g. **CA_##**) to open it. - - ![Open Guided Journey](images/poimage003.jpg) -
- -4. You can see the general information for your Guided Journey, including Name, Code and Description. We'll use the Code later in this adventure. You’re now ready to add a Task. - - > **Click** on the **+ Add** button under the **Tasks** header. - - ![View Guided Journey](images/poimage004.jpg) -
- -5. You can now define your new task, which will leverage the Task Type of User Defined Content. This will allow you to reference the REST Integration that was discussed at the beginning of the adventure. It will link to a pre-configured Generative AI LLM endpoint. - - > Complete the following fields as shown:
- >  • Task Name(1): Type **Product Items Review**
- >  • Task Type(2): Select **User Defined Content** from the dropdown
- >  • Configuration(3): Select **SCM_OCILlama3_Endpoint** from the dropdown
- >  • (4) Click the **Save** button. - - ![Enter Task Info](images/poimage005.jpg) -
- -6. You have successfully configured a new Guided Journey Task with User Defined Content. Now you are ready to include this new change in Self-Service Procurement. The next step is to create a Requisition using Self-Service Procurement. To start this you can head back to the home page. - - > Click on the **Home** ![Home Icon](images/icon13_home.png) icon on the top icon bar. - ![Go Home](images/poimage006.jpg) - -
- - -7. To start creating a Purchase Requisition: - - > (1) Click the **Procurement** tab.
- > (2) And then click the **Purchase Requisitions (New)** tile. - - ![Navigate to Procurement Self-Service Requisitions](images/poimage007.jpg) -
- -8. You're going to purchase a couple of pieces of equipment for your office space. You need a headset for phone calls and a new printer. So, let's see what's available. - - > Click the **Office Technology** tile on the bottom right. - - ![Look for stuff to buy](images/poimage008.jpg) -
- -9. You can see a variety of headsets available. Let's pick one. - - > Click the **Add to Cart** button for the **Logitech Zone Wireless Bluetooth Headset** tile.
- - ![Add to cart](images/poimage009.jpg) -
- -10. You've now added that item to the cart. You will receive a confirmation pop-up. You have the option of waiting a few seconds for the confirmation pop-up to disappear or you can click the **X** icon on the **Confirmation** pop-up to close it. - - > Either wait for the pop-up to disappear or click the **X** icon on the **Confirmation** pop-up to close it. - - ![Confirm](images/poimage010.jpg) -
- -11. You want to add one more thing to this requisition. This time you'll use the search feature. - - > Enter **LasetJet** in the **Search for items or services** field and hit Enter. - - ![Search for stuff to buy](images/poimage011.jpg) -
- -12. There are a lot of options, but you decide to go with the one of the LaserJet Pro printers. - - > Click the **Add to Cart** button for the **LaserJet Pro 400 M401n Laser Printer** tile.
- - ![Add to cart](images/poimage012.jpg) -
- -13. You've now added that item to the cart. You will receive a confirmation pop-up. You have the option of waiting a few seconds for the confirmation pop-up to disappear or you can click the **X** icon on the **Confirmation** pop-up to close it. - - > Either wait for the pop-up to disappear or click the **X** icon on the **Confirmation** pop-up to close it. - - ![Confirm](images/poimage013.jpg) -
- -14. You're now ready to view your cart. - - > Click the **Cart** icon on the bottom of the screen. - - ![View Cart](images/poimage014.jpg) -
- -15. You will now use the embedded Visual Builder Studio tool to configure this page. The configuration will allow you to reference your previously defined Guided Journey and Task. Visual Builder is the tool that Oracle uses to develop Fusion Cloud Application screens. Customers can use these same tools to perform configurations or, as we saw in other adventures, create new screens using the same look and feel as the delivered applications. - - - > (1) Click the **User Photo/User ID icon** on the top right corner of the screen.
- > (2) Select **Edit Page in Visual Builder Studio** from the resulting dropdown list. - - ![Open Visual Builder](images/poimage015.jpg) -
- - -16. You’re now in Visual Builder – Express mode. This allows you to easily configure application screens. In this scenario, you’ll be referencing the Guided Journey/Task that you created earlier. - - > (1) Enter **Journey** in the **Page Properties Filter** field on the right. This will narrow the list of Page Properties available.
- > (2) Enter **CA_##** in the **Shopping Cart Guided Journey Code** field and press the **Enter** key. Be careful to enter this into the correct field as there are several similar fields available. If you searched as described in Step 1, it’s likely the 1st field listed below the filter. - - ![Link Guided Journey](images/poimage016.jpg) -
- -17. You will now see the Product Items Review graphic on the screen. This was defined in the Category Template at the beginning of this adventure. You will now test this by running the screen in Preview mode. - - > Click the **Preview** ![Preview](images/icon16_preview.png) icon in the top right of the screen. - - ![Go to Preview](images/poimage017.jpg) -
- -18. You are now back in Self-Service Procurement and you can see that your 2 items are in the cart. So, you will now open your cart. - - > Click the **Cart** icon on the bottom of the screen. - - ![View Cart](images/poimage018.jpg) -
- -19. The **Product Items Review** image is prominently displayed. Clicking it will call an external Gen AI Service to gather review information about the items in your cart. - - > Click the **Product Items Review** image. - - ![See Product Reviews](images/poimage019.jpg) -
- -20. The Guided Journey Task has called your User Defined Content integration. As discussed in the introduction to this adventure, it calls Oracle Integration to gather additional prompt information, such as Position and New York, prior to our Generative AI call to the external LLM. The results are then formatted and displayed as shown. - - > (1) When finished reviewing the result, you can close your browser tabs and exit the Oracle Cloud Application UI. - - ![Finish](images/poimage020.jpg) - -21. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! - - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + ![AI RAG Objectives](images/extendwithaiaction.jpg) ## Summary -This Extension adventure introduced you to a few of the capabilities that customers can leverage to extend Oracle Fusion Cloud applications. These features allow you to fine tune your Oracle Fusion Cloud Applications for peak performance, business processes tailored to you requirements, and fast, efficient usage. +As you have seen, AI Agent Studio puts customers in the driver’s seat, helping empower you to design the future of AI in your organizations on top of a bedrock of trust and safety. AI Agent Studio includes a built-in testing environment, validation, and traceability tools to confirm accuracy. Oracle maintains the same data controls at a user level, which means no individual sees data or AI recommendations that they’re not permissioned to see. - You learned how to setup and defined a Guided Journey, which provides your users with the real-time, inline guidance and information required to complete their tasks. +AI Agent Studio empowers enterprises to configure and build AI agents that extend their workforce and help achieve new levels of productivity. It allows you to harness the full potential of AI agents and transform the way work gets done in your organization. +AI Agent Studio is a design-time environment that provides a set of tools to create, customize, validate, and deploy GenAI features and AI agents to meet the specific needs of the organization. It is the same unified environment Oracle uses to internally build agents, made available now to customers and partners to customize and extend agents from Oracle-provided preconfigured templates or to create new agents and multi-agent workflows. -You also learned how to leverage 3rd party Generative AI capabilities by leveraging external LLMs directly from the Guided Journey feature of Oracle Fusion Cloud Applications. +Like our AI capabilities, Oracle AI Agent Studio was built natively into Fusion Cloud Applications on our trusted, high performance Oracle Cloud Infrastructure (OCI), which means it can easily and securely access Fusion knowledge stores, tools, and APIs and allows agents to be deployed directly into the flow of work. This approach means maximum flexibility and customization without sacrificing reliability or performance. -So, check your with you team, double-check your racing harness and get ready for our next Adventure. +**You have successfully completed the Activity! ## Learn More - +* [AI Agent Studio Solution Brief](https://www.oracle.com/a/ocom/docs/applications/fusion-apps-ai-agent-studio-solution-brochure.pdf) +* [AI Agents for Fusion Applications](https://www.oracle.com/applications/fusion-ai/ai-agents/) +* [AI for Fusion Applications](https://www.oracle.com/applications/fusion-ai/) * [Oracle Documentation](http://docs.oracle.com) -* [Overview of Guided Journeys](https://docs.oracle.com/en/cloud/saas/human-resources/24d/faijh/overview-of-guided-journeys.html) -* [Configure User Defined Content Task Type for a Journey](https://docs.oracle.com/en/cloud/saas/human-resources/24d/faijh/configure-user-defined-content-task-type-for-a-journey.html) ## Acknowledgements -* **Author** - Charlie Moff, Distinguished Cloud Technologist, Advanced Technology Services; Stephen Chung, Principal Cloud Technologist, Advanced Technology Services -* **Contributors** - Sajid Saleem, Master Principal SaaS Cloud Technologist, Advanced Technology Services -* **Last Updated By/Date** - Charlie Moff, April 2025 \ No newline at end of file + +* **Author** - Stephen Chung, Principal SaaS Cloud Technologist, Sajid Saleem, Master Principal SaaS Cloud Technologist, Charlie Moff, Distinguished SaaS Cloud Technologist, and the rest of the Cloud Adventure Team +* **Contributors** - The Cloud Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Charlie Moff, October 2025 \ No newline at end of file diff --git a/apps-cloud-adventure-cio/04-extend-more/images/extendwithaiaction.jpg b/apps-cloud-adventure-cio/04-extend-more/images/extendwithaiaction.jpg new file mode 100644 index 000000000..c783971dc Binary files /dev/null and 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While these controls provide administrators with powerful tools, good corporate governance requires that application auditing is used to back up the security controls you implement. - -For this Cloud Adventure, we have already used audit profiles to enable auditing on select fields in the applications. -You will begin the adventure by accessing the native application screens to update a supplier address. Each participant is assigned a supplier based on your login ID. - -Once you update the address, your Guide will display the results of the audit API so you can see how your actions were captured automatically, then accessed using a REST API. -Included in your adventure is a quick tour of the REST API documentation. While this exercise is specific to extracting audit data, similar REST APIs were used in the previous Extend Cloud Adventure, and are available in every Oracle SaaS application. - -We've designed this journey to be interactive and engaging. Make sure to answer the Adventure Check Point questions at the end, ensuring you capture the full potential of this experience. These check points are your path to becoming a master auditor, so pay close attention! - -With your adventure hat on and a curious mind, prepare for an exhilarating exploration of Fusion Cloud data audit and REST API integration features. Let's embark on this thrilling journey together! - -### **Objectives** - -In this activity you will learn the power and ease of integrating Fusion SaaS application with upstream and downstream systems - -Estimated Time: 15 minutes - -Do not forget to answer the Adventure Check Point questions at the end of the exercise! - -## ERP & SCM: Use REST API to pull Fusion SaaS Application audit data for use in any external system - -1. In this activity you will learn the power and ease of integrating Fusion SaaS application with upstream and downstream systems - - ![Integration Objectives](images/integration_objs3.png) - -2. Let’s navigate to the Suppliers work area to modify a supplier’s address information - - > Click the **Procurement** tab - - ![Application Homepage](images/image002.png) - - > Click the **Manage Suppliers** button - - ![Show More View](images/image004.png) - -3. Next, we’re going to search for the Supplier you’ve been assigned, e.g. “01…” - - > Click in the **Keywords** search bar - - ![Manage Suppliers View](images/image005.png) - - > (1) **Search** for a supplier using the user id number (e.g. 01, 02).
- > (2) Click the **Search** button - - ![Keywords search bar](images/image006.png) - - > Click the **Edit** ![Edit Icon](images/icon011_edit.png) button in the ‘Search Results’ area - - ![Search Results](images/image007.png) - -4. We’re going to navigate to the Supplier’s addresses tab. - - > Click the **Addresses** tab - - ![Suppliers View](images/image008.png) - - > Click the **Edit** ![Edit Icon](images/icon011_edit.png) icon to edit the Supplier’s address - - ![Edit Suppliers View](images/image009.png) - -5. **Note:** We’ll only edit the Supplier’s second line of address information, i.e. ‘Address Line 2’ text entry field. - - We’re going to add a Suite (e.g. 123) to the Supplier’s address information that was missing before. - - > Click in the **Address Line 2** text entry field - - ![Edit Suppliers View](images/image010.png) - - > Type new address information into **Address Line 2**, e.g. ‘Suite 123’ - - ![Edit Suppliers View](images/image011.png) - - > Click **Save and Close** - - ![Edit Suppliers View](images/image012.png) - - > Click **Submit** - - ![Edit Suppliers View](images/image013.png) - -6. **Note:** We’ve modified our demo environment’s approval workflow for internal supplier profile changes to be automatically approved for demonstration purposes, however this can be configured based on each customer’s business requirements - - > Click **OK** on the resulting confirmation box. - - ![Suppliers View](images/image014.png) - - > Click **Done** - - ![Suppliers View](images/image015.png) - -7. Let’s navigate back to the Oracle Fusion Cloud home screen. - - > Click the **Home** ![Home Icon](images/icon012_home.png) button - - ![Suppliers View](images/image016.png) - -8. Now, we’re going to discover how we can audit several pieces of information that’s relevant to our cloud adventure today: user access (sign in / sign out) as well as supplier address information changes via REST API integrations. - - > At the home screen, Navigate to **Integration** tab - - ![Home](images/image017.png) - - > Click on **Audit Report REST Endpoints** - - ![Integrations View](images/image018.png) - - **This is an example of a configuration. This tile links out to an external website.** - - **Take note of the detailed documentation. API endpoints, parameters, code examples, use cases, Oracle’s documentation is public and designed to be very useful.** - -9. Let’s review the REST API endpoints that we can use to review Auditable data that can be extracted from Fusion Cloud. - - ![Audit Report REST Endpoints](images/image019.png) - - > Click on **Get an audit report** under **Audit Report** - - ![Audit Report REST Endpoints](images/image020.png) - - > **Click** the drop-down menu icon [drop down icon](images/icon014_downarrow.png) **‘Jump to’** and select the **‘Examples’** menu option - - ![Get an audit report](images/image021.png) - - > Scroll down the page, review the first **Example Request Payload** and **Example of Response Body** - - ![API Examples](images/image022.png) - -10. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! - - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) - -## Summary - -As you have seen, the Oracle SaaS applications may be configured to capture who updates select fields, when the update was performed, the previous value and the updated value. Having this level of auditing serves a critical role in providing governance and controls over your enterprise applications. As an administrator, you will implement the controls your company chooses to enforce. The combination of fine grained applications security and application data audit provide the end to end controls you will need. - -This Cloud Adventure also featured the importance of having open REST interfaces for accessing and sharing data with external systems. In the case of audit data, you may want to send this data to a SIEM or data warehouse for analysis. - -**You have successfully completed the Activity!** - -* [Oracle Supply Chain & Manufacturing - APIs & Schema](https://docs.oracle.com/en/cloud/saas/supply-chain-and-manufacturing/24b/api.html) -* [Set Up Auditing for Oracle Fusion Applications](https://docs.oracle.com/en/cloud/saas/applications-common/24d/facia/set-up-auditing-for-oracle-fusion-applications.html) -* [Oracle Documentation](http://docs.oracle.com)O - -## Acknowledgements -* **Author** - Jamil Orfali, Senior Cloud Technologist, Advanced Technology Services; Kris Holmgren, Senior Cloud Technologist, Advanced Technology Services. -* **Contributors** - -* **Last Updated By/Date** - Jamil Orfali, April 2025 diff --git a/apps-cloud-adventure-cio/05a-rag-agent-hcm/images/addb.jpg b/apps-cloud-adventure-cio/05a-rag-agent-hcm/images/addb.jpg new file mode 100644 index 000000000..55d616005 Binary files /dev/null and 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+## Create Policy Advisor Tool and Agent (RAG) using AI Agent Studio + +### Introduction + +AI Agent Studio for Fusion Applications is a comprehensive platform for creating, extending, deploying and managing AI Agents and Agent Teams across the enterprise. Oracle AI Agent Studio delivers easy-to-use tools, including advanced testing, robust validation, and built-in security, that helps Oracle Fusion Applications customers and partners create and manage AI agents. Leveraging the same technology that Oracle uses to create AI agents, Oracle AI Agent Studio enables users to easily extend pre-packaged agents and/or create new agents and then deploy and manage them. + +### **Objectives** + +In this activity you will use Oracle Fusion AI Agent Studio to +* Create a Benefits Advisor Document Tool that references you policy documents. +* Create a Benefits Advisor Agent for the above Tool. + +### **Begin Exercise** + +1. In this activity you will learn the power and ease building Agentic AI with the Oracle AI Agent Studio + + ![AI RAG Objectives](../05a-rag-agent-hcm/images/raghcmimage001.jpg) + +2. The first step is to navigate to AI Agent Studio. + + > (1) Click on the **Tools** tab + > (2) Select the **AI Agent Studio** tile + + ![Navigate to AI Agent Studio](../05a-rag-agent-hcm/images/raghcmimage002.jpg) + +3. Next, we're going to create a Tool. + + > (1) Click the ![Tools](../05a-rag-agent-hcm/images/tools.jpg) button/tab at the bottom of the page + + ![Open tools](../05a-rag-agent-hcm/images/raghcmimage003.jpg) + + +4. Tool Creation + + > (1) Click the ![add tool](images/plusadd.jpg) button to create a new tool + + ![Create Tool](../05a-rag-agent-hcm/images/raghcmimage004.jpg) + +5. Here, you will define your first Tool, a Document Tool. This will allow the Agent to use the content of the documents to respond to user questions. + + > (1) Enter the following fields: + * Tool Type: select **Document** from the dropdown
+ * Tool Name: Enter **CIOXX Benefits Document Tool**, where **##** is replaced with your user number.
+ * Family: select **HCM** from the dropdown
+ * Product: select **Benefits** from the dropdown
+ * Description: Enter **Benefits Document Tool**
+ + > (2) Click the ![button](../05a-rag-agent-hcm/images/addw.jpg) button under **Documents**

+ + > (3) **Scroll Down** to see the Documents fields and upload your document. + + ![Edit tool info](../05a-rag-agent-hcm/images/raghcmimage005.jpg) + + +6. ![flag](../05a-rag-agent-hcm/images/cautionflagextrasmalltransparent2.png) **Note:** Now you’ll add the documents to our tool. The documents you will add are located in the **ai documents** folder on your laptop's Desktop. + + > (1) Enter the following fields: + * Name: Enter **CA Benefits Documents**
+ * Status: Select **Ready to publish** from the dropdown
+ * Description: Enter **Benefits Documents**
+ + > (2) Click on the ![Drag-and-drop](../05a-rag-agent-hcm/images/dandd.jpg) region and then select the file (Cloud Adventure Benefits Highlights.pdf) from the **ai-documents** folder on the Desktop. Alternatively, drag and drop the files that folder to the Drag and Drop region.
+ + > (3) Click the **Save** ![Home Icon](../05a-rag-agent-hcm/images/save.jpg) button on the bottom right
+ + > (4) Click the **Create button** ![Create Button](../05a-rag-agent-hcm/images/createw.jpg) on the top right corner of the screen.
+ + ![tool create](../05a-rag-agent-hcm/images/raghcmimage006.jpg) + +7. Now, you'll create your first Agent! You'll do that from the Agent screen within the AI Agent Studio. + + > (1) Click the **Agents** button/tab ![Agent Image](../05a-rag-agent-hcm/images/agentteams.jpg) at the bottom of the page. + + ![Agents Page](../05a-rag-agent-hcm/images/raghcmimage007.jpg) + +8. Here you can see any existing agents. But you want to create one. + + > (1) Click the **+ Add** button ![Add button Image](../05a-rag-agent-hcm/images/plusadd.jpg). + + ![Add Agent](../05a-rag-agent-hcm/images/raghcmimage008.jpg) + +9. Define the details of the Agent. + + > (1) First, you'll enter the fields as described below:
+ * Agent Name: **CIO## Benefits Advisor Agent** where ## is replaced with your user nnumber.
+ * Family: Select **HCM** from the dropown
+ * Product: Select **Benefits** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Benefits Advisor Agent**
+ * Prompt: ![Alert Flat](images/cautionflagextrasmalltransparent2.png) ***Please note that the Prompt is a critical part of the Agent Definition as it provides guidance for the Agent.*** To streamline this step, we've pre-created the prompt. The prompt text is available in the **Prompt - CA Benefits Advisor Agent.txt** file in the **ai-prompts** folder on your desktop. So, please open this file and copy the contents into the Prompt field. Alternatively, you can copy the prompt from the **copy block** below.
+ + > (2) **Scroll Down** to confirm that the entire prompt has been copied into the Prompt field.
+ > (3) Click the Create Button ![Create Button](images/createb.jpg)
+ + ![Create Agent](../05a-rag-agent-hcm/images/raghcmimage009.jpg) + +``` + +AGENT ROLE + +As a Benefits Analyst, your role is to efficiently access and interpret company-specific benefits documents, providing workers with clear, actionable guidance on their eligibility, coverage, and compliance requirements. + +RESPONSIBILITIES + +Your responsibilities include: + +Benefit Policies: + - Clearly explain the eligibility, coverage, and compliance requirements outlined in the company benefits policies. + - Use the CA_Benefits_Document_Tool tool to retrieve policy details when answering questions. + +IMPORTANT GUIDELINES + - Provide concise, factual answers based strictly on the data retrieved. + - Never fabricate or assume information. + - Format your responses clearly and professionally for easy readability. +``` + +10. Now that you have the Agent, you need to add Tools to it. + + > (1) Click the **Tools** ![Tool Icon](../05a-rag-agent-hcm/images/toolhammericon.jpg) button on the left icon bar.
+ > (2) Enter **CIOXX** in the Ask Oracle field, where XX is replaced with your user number, and press the **** key or select **CIOXX** from the resulting dropdown.
+ > (3) Click the ![Agent Image](../05a-rag-agent-hcm/images/plusicon.jpg) icon next to the CA Benefits Document Tool. You may need to click it twice. + + ![add tool](../05a-rag-agent-hcm/images/raghcmimage010.jpg) + + +11. You can confirm the details of tool and continue + + > (1) Click the **+ Add** button ![Add button Image](../05a-rag-agent-hcm/images/addb.jpg). + + ![Add Agent](../05a-rag-agent-hcm/images/raghcmimage011.jpg) + +12. That's it! If necessary, you can add additional tools to your agent. But no additional ones are required for this lab, so you can finish the Agent creation. + + > (1) Click the ![Create button Image](../05a-rag-agent-hcm/images/createw.jpg) button on the top right. + + ![Create Agent](../05a-rag-agent-hcm/images/raghcmimage012.jpg) + +13. You’ve just created your first AI Agent. In the next lab you will put this agent to work as part of an Agent Team. + + ![Add Tools Create](../05a-rag-agent-hcm/images/raghcmimage013.jpg)
+ + +### Summary + +As you have seen here, AI Agent Studio puts customers in the driver’s seat, helping empower you to design the future of AI in your organizations on top of a bedrock of trust and safety. AI Agent Studio includes a built-in testing environment, validation, and traceability tools to confirm accuracy. Oracle maintains the same data controls at a user level, which means users only see data and/or AI recommendations permitted by their roles. + +AI Agent Studio empowers enterprises to configure and build AI agents that extend their workforce and help achieve new levels of productivity. It allows you to harness the full potential of AI agents and transform the way work gets done in your organization. +AI Agent Studio is a design-time environment that provides a set of tools to create, customize, validate, and deploy GenAI features and AI agents to meet the specific needs of the organization. It is the same unified environment Oracle uses to internally build agents, made available now to customers and partners to customize and extend agents from Oracle-provided pre-configured templates or to create new agents and multi-agent workflows. + +Like our AI capabilities, Oracle AI Agent Studio was built natively into Fusion Cloud Applications on our trusted, high performance Oracle Cloud Infrastructure (OCI), which means it can easily and securely access Fusion knowledge stores, tools, and APIs and allows agents to be deployed directly into the flow of work. This approach means maximum flexibility and customization without sacrificing reliability or performance. + +**You have successfully completed the Activity! + + +### Learn More + +* [AI Agent Studio Solution Brief](https://www.oracle.com/a/ocom/docs/applications/fusion-apps-ai-agent-studio-solution-brochure.pdf) +* [AI Agents for Fusion Applications](https://www.oracle.com/applications/fusion-ai/ai-agents/) +* [AI for Fusion Applications](https://www.oracle.com/applications/fusion-ai/) +* [Oracle Documentation](http://docs.oracle.com) + +## Acknowledgements + +* **Author** - Stephen Chung, Principal SaaS Cloud Technologist, Sajid Saleem, Master Principal SaaS Cloud Technologist, Charlie Moff, Distinguished SaaS Cloud Technologist, and the rest of the Cloud Adventure Team +* **Contributors** - The AI Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Charlie Moff, October 2025 diff --git a/apps-cloud-adventure-cio/05b-agent-team-hcm/agent-team-hcm.md b/apps-cloud-adventure-cio/05b-agent-team-hcm/agent-team-hcm.md new file mode 100644 index 000000000..ff9ee693b --- /dev/null +++ b/apps-cloud-adventure-cio/05b-agent-team-hcm/agent-team-hcm.md @@ -0,0 +1,201 @@ +# Assemble and Test an AI Agent Team + +## **Assemble and Test an AI Agent Team using AI Agent Studio** + +### **Introduction** + +AI Agent Studio for Fusion Applications is a comprehensive platform for creating, extending, deploying and managing AI Agents and Agent Teams across the enterprise. Oracle AI Agent Studio delivers easy-to-use tools, including advanced testing, robust validation, and built-in security, that helps Oracle Fusion Applications customers and partners create and manage AI agents. Leveraging the same technology that Oracle uses to create AI agents, Oracle AI Agent Studio enables users to easily extend pre-packaged agents and/or create new agents and then deploy and manage them. + + +### **Objectives** + +In this activity you will use Oracle Fusion AI Agent Studio to +* Create and assemble an Agent Team that includes your previously created Benefits Advisor Agent and FMLA Absence Agent. +* Test the Agent Team + +### **Begin Exercise** + +1. In this activity you will learn the power and ease building Agentic AI with the Oracle AI Agent Studio + + ![AI RAG Objectives](../05b-agent-team-hcm/images/extendwithairag.jpg) + +2. The first step is to navigate to AI Agent Studio. + + > (1) Click on the **Tools** tab
+ > (2) Select the **AI Agent Studio** tile + + ![Navigate to AI Agent Studio](../05b-agent-team-hcm/images/benimage002.jpg) + +3. You’ve previously created your first Agent. Now, you’ll create an Agent Team with a Supervisory Agent and assign some Worker Agents. + + > 1. Click the **Agent Teams** button/tab ![Agent Teams](../05b-agent-team-hcm/images/agentteams.jpg) at the bottom of the page + + ![Open tools](../05b-agent-team-hcm/images/benimage003.jpg) + + +4. Create an Agent Team. + + > 1. Click the ![add tool](../05b-agent-team-hcm/images/plusadd.jpg) button to create a new Agent Team + + ![Create Agent Team](../05b-agent-team-hcm/images/benimage004.jpg) + +5. Define the Agent Team. + + > (1) Enter the fields as described below: + * Agent Team Name: **CIOXX Benefits Agent Team** where XX is replaced with your user number.
+ * Family: Select **HCM** from the dropdown
+ * Product: Select **Benefits** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Agent Team for Benefits and FMLA**
+ + > (2) Click the **Create** button ![Create Button](../05b-agent-team-hcm/images/createb.jpg) on the bottom right. + + ![Create Tool](../05b-agent-team-hcm/images/benimage005.jpg) + + +6. You’ve defined your Agent Team, so it’s time to add a Supervisor agent. + + > (1) Click the **Agents** icon ![Agent Icon](../05b-agent-team-hcm/images/agenticon.jpg) on the top of the left icon tool bar.
+ + > (2) Click the **+** icon ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) next to **New Supervisor Agent**. + + ![Create Agent](../05b-agent-team-hcm/images/benimage006.jpg) + +7. Define Supervisor Agent Details. + + > (1) Enter the fields as described below: + * Agent Team Name: **CIOXX Benefits Supervisor Agent** where XX is replaced with your user number.
+ * Family: Select **HCM** from the dropdown
+ * Product: Select **Benefits** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Supervisor Agent for Benefits and FMLA**
+ + > (2) Click the **Create** button ![Create Button](../05b-agent-team-hcm/images/createb.jpg) on the bottom right. + + ![Create Agent](../05b-agent-team-hcm/images/benimage007.jpg) + +8. Next you'll add some worker agents. You can scroll through the list of available agents, or use the Ask Oracle field to filter the results. You'll do the latter. + + > (1) Enter **XX**, where XX is replaced with your user number, in the Ask Oracle field and press the **** key or select **XX** from the resulting dropdown.
+ > ![Create Button](../05b-agent-team-hcm/images/cautionflagextrasmalltransparent2.png) Note that Steps 2 and 3 are the same. The first click activates that region and the second actually adds the agent.
+ > (2) Click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon next to **CIOXX Benefits Advisor Agent**, where XX is replaced with your user number.
+ > (3) You may need to click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon a second time. + + ![Add Tool](../05b-agent-team-hcm/images/benimage008.jpg) + +9. You can review the details of the agent before adding. + + > 1. Click the ![Add Button](../05b-agent-team-hcm/images/addb.jpg) button on the bottom right of the screen. + + ![Add Tools Complete](../05b-agent-team-hcm/images/benimage009.jpg)
+ +10. You'll add one more worker agent. First, you'll filter on something different. + + > (1) Delete your previous Ask Oracle filter and enter **F1** in the Ask Oracle Filter and press the key or select **F1** from the resulting dropdown.

+ + > ![Create Button](../05b-agent-team-hcm/images/cautionflagextrasmalltransparent2.png) Note that Steps 2 and 3 are the same. The first click activates that region and the second actually adds the agent.

+ + > (2) Click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon next to **F1 FMLA Absence Agent.**, where XX is replaced with your user number.
+ + > (3) You may need to click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon a second time.
+ + ![Add Tool](../05b-agent-team-hcm/images/benimage010.jpg) + +11. You can review the details of the agent. + + > 1. Click the **Add** button ![Add Button](../05b-agent-team-hcm/images/addb.jpg). + + ![Add Tools Complete](../05b-agent-team-hcm/images/benimage011.jpg)
+ +12. Your Agent Team, with a Supervisory Agent and two Worker Agents is complete. We can now hide the left Agents panel to see our full Agent Team. + + > 1. Click the **Agents** icon ![debug icon](../05b-agent-team-hcm/images/agenticon.jpg) on the top left of the screen. You can see that the left panel is now hidden and you can see the entire Agent Team + + ![start debug](../05b-agent-team-hcm/images/benimage012.jpg)
+ + +13. Feel free to admire your newly created Agent Team. Time to test it and see how it responds to your requests. + + > 1. Click the **Debug** icon ![debug icon](../05b-agent-team-hcm/images/debugarrow.jpg) on the top left of the screen. It's the one that looks like the Play arrow. + + ![start debug](../05b-agent-team-hcm/images/benimage013.jpg)
+ +14. The Agent is now ready for your questions. + + > 1. In the **Ask Oracle** dialog box at the bottom of the screen, type **Please summarize benefits available to me** and hit the return key or click the **Up Arrow** icon ![up arrow icon](../05b-agent-team-hcm/images/uparrow.jpg) + + ![agent dialogue 1](../05b-agent-team-hcm/images/benimage014.jpg)
+ +15. The Agent will respond with information. In this Debug mode, the Agent will also show you source and processing information (yellow boxes). These will not be available to end-users once deployed. + + > The Agent responds with information, so we’ll ask an additional question. + + > 1. In the **Ask Oracle** dialog box on the bottom right of the screen, enter **What about FMLA benefits** and hit the **Enter key** or click the **Up Arrow** icon ![up arrow icon](../05b-agent-team-hcm/images/uparrow.jpg) + + ![agent dialogue 2](../05b-agent-team-hcm/images/benimage015.jpg)
+ +16. The Agent checks with HCM Cloud and confirms existing leave requests, if any. It also offers to create a new request for you if you provide the requested start and end dates. + + You decide to tell the Agent that you’re interested in creating an FMLA absence, but you do so without initially providing the requested dates. + + > 1. In the **Ask Oracle** dialog box on the bottom right of the screen, enter **I would like to create FMLA absence** and hit the return key or click the **Up Arrow** icon ![up arrow icon](../05b-agent-team-hcm/images/uparrow.jpg) + + ![agent dialogue 3](../05b-agent-team-hcm/images/benimage016.jpg)
+ +17. The Agent reminds you that you need to provide start and end dates before the Agent can create the absence request. + + > 1. In the **Ask Oracle** dialog box on the bottom right of the screen, enter **Start Date is 2025-10-28 End Date is 2025-10-29** and hit the return key or click the **Up Arrow** icon ![uparrow icon](../05b-agent-team-hcm/images/uparrow.jpg) + + ![agent dialogue 3](../05b-agent-team-hcm/images/benimage017.jpg)
+ +18. The agent confirms that your request has been created. + + > 1. Review AI Agent Response + > 2. Click the x icon in the upper right to close the debug screen. + + ![agent dialogue 3](../05b-agent-team-hcm/images/benimage018.jpg)
+ +19. Let’s go back to the homepage so we can confirm the creation of our absence. + + > 1. Click the Home **Ask Oracle** icon ![up arrow icon](../05b-agent-team-hcm/images/icon012_home.png) on the top right. + + ![agent dialogue 3](../05b-agent-team-hcm/images/benimage019.jpg)
+ +20. The AI Agent has created your absence request and now you want to find it. + + > 1. In the Search field, type **existing absence** and select **Existing Absences - Me** from the resulting dropdown. + + ![agent dialogue 3](../05b-agent-team-hcm/images/benimage020.jpg)
+ +35. There it is! ![up arrow icon](../05b-agent-team-hcm/images/checkeredflag.jpg) + + > ![agent dialogue 3](../05b-agent-team-hcm/images/benimage021.jpg)
+ +36. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Cloud Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + +### Summary + +As you have seen here, AI Agent Studio puts customers in the driver’s seat, helping empower you to design the future of AI in your organizations on top of a bedrock of trust and safety. AI Agent Studio includes a built-in testing environment, validation, and traceability tools to confirm accuracy. Oracle maintains the same data controls at a user level, which means no individual sees data or AI recommendations that they’re not permitted to see. + +AI Agent Studio empowers enterprises to configure and build AI agents that extend their workforce and help achieve new levels of productivity. It allows you to harness the full potential of AI agents and transform the way work gets done in your organization. +AI Agent Studio is a design-time environment that provides a set of tools to create, customize, validate, and deploy GenAI features and AI agents to meet the specific needs of the organization. It is the same unified environment Oracle uses to internally build agents, made available now to customers and partners to customize and extend agents from Oracle-provided preconfigured templates or to create new agents and multi-agent workflows. + +Like our AI capabilities, Oracle AI Agent Studio was built natively into Fusion Cloud Applications on our trusted, high performance Oracle Cloud Infrastructure (OCI), which means it can easily and securely access Fusion knowledge stores, tools, and APIs and allows agents to be deployed directly into the flow of work. This approach means maximum flexibility and customization without sacrificing reliability or performance. + +**You have successfully completed the Activity! + + +### Learn More + +* [AI Agent Studio Solution Brief](https://www.oracle.com/a/ocom/docs/applications/fusion-apps-ai-agent-studio-solution-brochure.pdf) +* [AI Agents for Fusion Applications](https://www.oracle.com/applications/fusion-ai/ai-agents/) +* [AI for Fusion Applications](https://www.oracle.com/applications/fusion-ai/) +* [Oracle Documentation](http://docs.oracle.com) + +## Acknowledgements + +* **Author** - Stephen Chung, Principal SaaS Cloud Technologist, Sajid Saleem, Master Principal SaaS Cloud Technologist, Charlie Moff, Distinguished SaaS Cloud Technologist, and the rest of the Cloud Adventure Team +* **Contributors** - The Cloud Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Charlie Moff, October 2025 diff --git 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Oracle AI Agent Studio delivers easy-to-use tools, including advanced testing, robust validation, and built-in security, that helps Oracle Fusion Applications customers and partners create and manage AI agents. Leveraging the same technology that Oracle uses to create AI agents, Oracle AI Agent Studio enables users to easily extend pre-packaged agents and/or create new agents and then deploy and manage them. + + +### **Objectives** + +In this activity you will use Oracle Fusion AI Agent Studio to +* Create an External API Agent that leverages an existing External API to access vehicle recall information. +* Create and assemble an Agent Team that includes the Maintenance Work Order Agent, Install Base Asset Agent, and the External API Agent you just created. +* Perform a quick test of the Agent team and publish. + + +### **Begin Exercise** + + +1. In this activity you will learn the power and ease building Agentic AI with the Oracle AI Agent Studio + + ![AI RAG Objectives](../06a-external-agent-scm/images/scmaconfigimage001.jpg) + +2. The first step is to navigate to AI Agent Studio. + + > (1) Click on the **Tools** tab
+ > (2) Select the **AI Agent Studio** tile + + ![Navigate to AI Agent Studio](../06a-external-agent-scm/images/scmaconfigimage002.jpg) + +3. Next, you'll create an AI Agent. + + > 1. Click the ![Agents](images/agentsbutton.jpg) button/tab at the bottom of the page + + ![Open tools](../06a-external-agent-scm/images/scmaconfigimage003.jpg) + + +4. Add an Agent. + + > 1. Click the ![add tool](images/plusadd.jpg) button to create a new Agent + + ![Create Agent Team](../06a-external-agent-scm/images/scmaconfigimage004.jpg) + +5. Define the Agent. + + > (1) Enter the fields as described below: + * Agent Name: **CIOXX External Vehicle Recall Agent** where XX is replaced with your user number.
+ * Family: Select **SCM** from the dropdown
+ * Product: Select **Maintenance** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **External Vehicle Recall Agent**
+ * Prompt: ![Alert Flat](images/cautionflagextrasmalltransparent2.png) ***Please note that the Prompt is a critical part of the Agent Definition as it provides guidance for the Agent.*** To streamline this step, we've pre-created the prompt. The prompt text is available in the **Prompt - External Vehicle Recall Agent.txt** file in the **ai-prompts** folder on your desktop. So, please open this file and copy the contents into the Prompt field. Alternatively, you can copy the prompt from the **copy block** below.
+ + > (2) **Scroll Down** to confirm that the entire prompt has been copied into the Prompt field.
+ > (3) Click the Create Button ![Create Button](images/createb.jpg)
+ + ![Create Tool](../06a-external-agent-scm/images/scmaconfigimage005.jpg) + +``` +Role: Vehicle Recall Analyst AI Agent + + +Objective: + +Efficiently provide users with accurate, up-to-date recall information for specific vehicles based on asset details. + + +Workflow + +1) Extract Vehicle Information + +From the Asset Description: + +- Identify the Make as the first word. + +- Identify the Model as the second word. + +- Set the Model Year to “2025”. + + +2) Retrieve Recall Data + +- Use the F1_EXTERNAL_VEHICLE_RECALL_API_TOOL.recallsByVehicle function with the extracted make, model, and model year to obtain recall information. + +- Present Recall Details + +- Clearly summarize the recall information returned by the tool. + +- Do not infer, assume, or fabricate information - respond only with data provided by the recall tool. + +Response Guidelines + +- Present the information using bullet points or short, clear paragraphs for readability. + +- Maintain a professional, factual, and concise tone. + +- Include only the factual details retrieved from the tool. + +Example response: + +Recall Information for 2025 Honda Ridgeline: + +- Recall Title or Code: [Brief description] + +- Notification Date: [Date] + +- Remedy or Action Required: [Manufacturer instructions] + +For more details or questions about this recall, please contact your authorized dealer. + ``` + +6. You’ve defined your Agent, so it’s time to add a tool. + + > (1) Click the ![Agent Icon](images/toolhammericon.jpg)
+ > (2) Enter **F1** in the Ask Oracle field and press the **Enter** key or select **F1** from the resulting dropdown.
+ > (3) Click the ![Agent Image](../05a-rag-agent-hcm/images/plusicon.jpg) icon next to the **F1 External Vehicle Tool**.
+ > (4) You may need to click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon a second time. + + ![Add Agent](../06a-external-agent-scm/images/scmaconfigimage006.jpg) + +7. You can confirm the details of tool and continue + + > (1) Click the **+ Add** button ![Add button Image](../05a-rag-agent-hcm/images/addb.jpg). + + ![Add Agent](../06a-external-agent-scm/images/scmaconfigimage007.jpg) + +8. That's it! If necessary, you can add additional tools to your agent. But no additional ones are required for this lab, so you can finish the Agent creation. + + > (1) Click the ![Create button Image](../05a-rag-agent-hcm/images/createw.jpg) button on the top right. + + ![Create Agent](..//06a-external-agent-scm/images/scmaconfigimage008.jpg) + +9. You have created your first Agent. Now, you’ll create an Agent Team with a Supervisory Agent and assign some Worker Agents. + + > 1. Click the ![Agent Teams](../05b-agent-team-hcm/images/agentteams.jpg) button/tab at the bottom of the page + + ![Open tools](../06a-external-agent-scm/images/scmaconfigimage009.jpg) + +10. Create an Agent Team. + + > 1. Click the ![add tool](../05b-agent-team-hcm/images/plusadd.jpg) button to create a new Agent Team + + ![Create Agent Team](../06a-external-agent-scm/images/scmaconfigimage010.jpg) + +11. Define the Agent Team. + + > (1) Enter the fields as described below: + * Agent Team Name: **CIOXX Asset Maintenance Agent Team** where XX is replaced with your user number.
+ * Family: Select **SCM** from the dropdown
+ * Product: Select **Maintenance** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Asset Maintenance Agent Team**
+ + > (2) Click the **Create** button ![Create Button](../05b-agent-team-hcm/images/createb.jpg) on the bottom right. + + ![Create Tool](../06a-external-agent-scm/images/scmaconfigimage011.jpg) + +12. You’ve defined your Agent Team, so it’s time to add agents. You can start with a Supervisor Agent. + + > (1) Click the ![Agent Icon](../05b-agent-team-hcm/images/agenticon.jpg)
+ > (2) Click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon next to **New Supervisor Agent**. + + ![Create Agent](../06a-external-agent-scm/images/scmaconfigimage012.jpg) + +13. Define Supervisor Agent Details. + + > (1) Enter the fields as described below: + * Agent Team Name: **CIOXX Asset Maintenance Supervisor Agent** where XX is replaced with your user number.
+ * Family: Select **SCM** from the dropdown
+ * Product: Select **Maintenance** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Asset Maintenance Supervisor Agent**
+ + > (2) Click the **Create** button ![Create Button](images/createb.jpg) on the bottom right. + + ![Create Agent](../06a-external-agent-scm/images/scmaconfigimage013.jpg) + +14. Next you'll add some worker agents. You can scroll through the list of available agents, or use the Ask Oracle field to filter the results. You'll do the latter. + + > (1) Enter **F1** in the Ask Oracle field and press the **Enter** key or select **F1** from the resulting dropdown.

+ > ![Create Button](../06a-external-agent-scm/images/cautionflagextrasmalltransparent2.png) Note that Steps 2 and 3 are the same. The first click activates that region and the second actually adds the agent.
+ > (2) Click the ![Create Button](../06a-external-agent-scm/images/plusicon.jpg) icon next to **F1 Installed Base Asset Agent.**.
+ > (3) You may need to click the ![Create Button](../06a-external-agent-scm/images/plusicon.jpg) icon a second time.
+ + ![Add Tool](../06a-external-agent-scm/images/scmaconfigimage014.jpg) + +15. You can review the details of the agent. + + > 1. Click the **Add** button ![Add Button](../05b-agent-team-hcm/images/addb.jpg). + + ![Add Tools Complete](../06a-external-agent-scm/images/scmaconfigimage015.jpg) + +16. Add the F1 Maintenance Work Order Agent + + > (1) Click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon next to **F1 Maintenance Work Order Agent**.
+ + ![Add Tools Complete](../06a-external-agent-scm/images/scmaconfigimage016.jpg) + +17. You can review the details of the agent. + + > (1) Click the **Add** button ![Add Button](../05b-agent-team-hcm/images/addb.jpg). + + ![Add Tools Complete](../06a-external-agent-scm/images/scmaconfigimage017.jpg) + +18. Add the CIOXX External Vehicle Recall Agent + + > (1) Delete your previous Ask Oracle filter and enter **CIOXX** in the Ask Oracle Filter, where XX is replaced with your user number, and press the **Enter** key or select **CIOXX** from the resulting dropdown.
+ > (2) Click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon next to **CIOXX External Vehicle Recall Agent.**, where XX is replaced with your user number.
+ > (3) You may need to click the ![Create Button](../06a-external-agent-scm/images/plusicon.jpg) icon a second time.
+ + ![Add Tools Complete](..//06a-external-agent-scm/images/scmaconfigimage018.jpg) + +19. You can review the details of the agent. + + > (1) Click the **Add** button ![Add Button](../05b-agent-team-hcm/images/addb.jpg). + + ![Add Tools Complete](..//06a-external-agent-scm/images/scmaconfigimage019.jpg) + +20. Your Agent Team is ready, but you should do a quick test. + + > 1. Click the **Debug** icon ![debug icon](../06a-external-agent-scm/images/debugarrow.jpg) on the top left of the screen. It's the one that looks like the Play arrow. + + ![start debug](../06a-external-agent-scm/images/scmaconfigimage020.jpg)
+ +21. The Agent is now ready for your questions. + + > 1. In the **Ask Oracle** dialog box at the bottom of the screen, type **Help** and hit the return key or click the **Up Arrow** icon ![up arrow icon](../05b-agent-team-hcm/images/uparrow.jpg) + + ![agent dialogue 1](../06a-external-agent-scm/images/scmaconfigimage021.jpg)
+ +22. The Agent will show detailed logs along with source and processing information (yellow boxes). This debug information will not be displayed to end-users once deployed. Once the Agent responds, you are ready to move to the next step. + + > 1. Click the ![x icon](../06a-external-agent-scm/images/icon14_x2.png) icon in the upper right of the screen to close the Agent interaction + + ![agent dialogue 2](../06a-external-agent-scm/images/scmaconfigimage022.jpg)
+ +23. Your Agent Team is ready, so let's Publish it. In the next Adventure, you'll use this published Agent Team and make it available to end users. + + > (1) Click the Publish button on the top right. + + ![Add Tools Complete](../06a-external-agent-scm/images/scmaconfigimage023.jpg) + + +### Summary + +As you have seen here, AI Agent Studio puts customers in the driver’s seat, helping empower you to design the future of AI in your organizations on top of a bedrock of trust and safety. AI Agent Studio includes a built-in testing environment, validation, and traceability tools to confirm accuracy. Oracle maintains the same data controls at a user level, which means no individual sees data or AI recommendations that they’re not permitted to see. + +AI Agent Studio empowers enterprises to configure and build AI agents that extend their workforce and help achieve new levels of productivity. It allows you to harness the full potential of AI agents and transform the way work gets done in your organization. +AI Agent Studio is a design-time environment that provides a set of tools to create, customize, validate, and deploy GenAI features and AI agents to meet the specific needs of the organization. It is the same unified environment Oracle uses to internally build agents, made available now to customers and partners to customize and extend agents from Oracle-provided pre-configured templates or to create new agents and multi-agent workflows. + +Like our AI capabilities, Oracle AI Agent Studio was built natively into Fusion Cloud Applications on our trusted, high performance Oracle Cloud Infrastructure (OCI), which means it can easily and securely access Fusion knowledge stores, tools, and APIs and allows agents to be deployed directly into the flow of work. This approach means maximum flexibility and customization without sacrificing reliability or performance. + +**You have successfully completed the Activity! + + +### Learn More + +* [AI Agent Studio Solution Brief](https://www.oracle.com/a/ocom/docs/applications/fusion-apps-ai-agent-studio-solution-brochure.pdf) +* [AI Agents for Fusion Applications](https://www.oracle.com/applications/fusion-ai/ai-agents/) +* [AI for Fusion Applications](https://www.oracle.com/applications/fusion-ai/) +* [Oracle Documentation](http://docs.oracle.com) + +## Acknowledgements + +* **Author** - Stephen Chung, Principal SaaS Cloud Technologist, Sajid Saleem, Master Principal SaaS Cloud Technologist, Charlie Moff, Distinguished SaaS Cloud Technologist, and the rest of the Cloud Adventure Team +* **Contributors** - The Cloud Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Charlie Moff, October 2025 diff --git 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capabilities of Fusion Cloud's REST API integration tools for auditing supplier address changes. This adventure is designed to offer a holistic understanding of how these integration tools can facilitate your Oracle Fusion Cloud integration requirements and access to business object data via REST APIs. + +In the office of the Chief Information Officer (CIO), supply chain management is a complex web of interconnected processes. Our goal is to navigate this complexity and equip you with the skills to audit supplier address changes effectively. You'll learn how to leverage the power of Fusion Cloud's REST APIs, a game-changing solution that will revolutionize your operations. + +We've designed this journey to be interactive and engaging. Make sure to answer the Adventure Check Point questions along the way, ensuring you capture the full potential of this experience. These check points are your path to becoming a master auditor, so pay close attention! + +With your adventure hat on and a curious mind, prepare for an exhilarating exploration of Fusion Cloud's REST API integration features. Let's embark on this thrilling journey together! + +As you follow along, do not forget to ask questions if you get stuck and answer the Adventure Check Point questions! + + +Estimated Time: 15 minutes + + +### **Objectives** + +In this activity you will learn the power and ease of integrating Fusion SaaS application with upstream and downstream systems + +![Integration Objectives](images/Integration_objs2.png) + + +## **Task 1: Use REST API to pull Fusion SaaS Application audit data for use in any external system** + + + + +1. Let’s navigate to the Suppliers work area to modify a supplier’s address information + + > Click the **Procurement** tab + + ![Application Homepage](images/path2/scmimage001.jpg) + + + > Click the **Manage Suppliers** button + + ![Show More View](images/image004.png) + + +2. Next, we’re going to search for the Supplier you’ve been assigned, e.g. “01…” + + > Click in the **Keywords** search bar + + ![Manage Suppliers View](images/image005.png) + + > (1) **Search** for a supplier using the user id number (e.g. 01, 02).
+ + > (2) Click the **Search** button + + ![Keywords search bar](images/image006.png) + + > Click the **Edit** ![Edit Icon](images/icon011_edit.png) button in the ‘Search Results’ area + + ![Search Results](images/image007.png) + + +3. We’re going to navigate to the Supplier’s addresses tab. + + > Click the **Addresses** tab + + ![Suppliers View](images/image008.png) + + > Click the **Edit** ![Edit Icon](images/icon011_edit.png) icon to edit the Supplier’s address + + ![Edit Suppliers View](images/image009.png) + + +4. **Note:** We’ll only edit the Supplier’s second line of address information, i.e. ‘Address Line 2’ text entry field. + + We’re going to add a Suite (e.g. 123) to the Supplier’s address information that was missing before. + + > Click in the **Address Line 2** text entry field + + ![Edit Suppliers View](images/image010.png) + + > Type new address information into **Address Line 2**, e.g. ‘Suite 123’ + + ![Edit Suppliers View](images/image011.png) + + > Click **Save and Close** + + ![Edit Suppliers View](images/image012.png) + + > Click **Submit** + + ![Edit Suppliers View](images/image013.png) + +5. **Note:** We’ve modified our demo environment’s approval workflow for internal supplier profile changes to be automatically approved for demonstration purposes, however this can be configured based on each customer’s business requirements + + > Click **OK** on the resulting confirmation box. + + ![Suppliers View](images/image014.png) + + > Click **Done** + + ![Suppliers View](images/image015.png) + + + +6. Let’s navigate back to the Oracle Fusion Cloud home screen. + + > Click the **Home** ![Home Icon](images/icon012_home.png) button + + ![Suppliers View](images/image016.png) + + + +7. Now, we’re going to discover how we can audit several pieces of information that’s relevant to our cloud adventure today: user access (sign in / sign out) as well as supplier address information changes via REST API integrations. + + > At the home screen, Navigate to **Integration** tab + + ![Home](images/image017.png) + + > Click on **Audit Report REST Endpoints** + + ![Integrations View](images/image018.png) + + + + **This is an example of a configuration. This tile links out to an external website.** + + **Take note of the detailed documentation. API endpoints, parameters, code examples, use cases, Oracle’s documentation is public and designed to be very useful.** + + +8. Let’s review the REST API endpoints that we can use to review Auditable data that can be extracted from Fusion Cloud. + + ![Audit Report REST Endpoints](images/image019.png) + + > Click on **Get an audit report** under **Audit Report** + + ![Audit Report REST Endpoints](images/image020.png) + + > **Click** the drop-down menu icon [drop dowb icon](images/icon014_downarrow.png) **‘Jump to’** and select the **‘Examples’** menu option + + ![Get an audit report](images/image021.png) + + > Scroll down the page, review the first **Example Request Payload** and **Example of Response Body** + + ![API Examples](images/image022.png) + + + +9. Let’s now return to Oracle Fusion Cloud so we can audit the supplier address change we made previously using the Audit REST APIs we’ve just learned about. + + > Navigate back to the Fusion Cloud ERP browser tab. + + ![Application Home](images/image023.png) + + > In the Integration tab: Click on the **API Integration** tile + + ![Integration Tab](images/image024.png) + + + + **This is another example of a configuration. This tile links out to an external application we’ve designed using Oracle APEX.** + + **This API integration Application is designed to simulate any 3rd party application you might be integrating with.** + + + +10. Now we’re going to use the Audit REST API we just reviewed to extract auditable information from Oracle Fusion Cloud via a custom Oracle APEX application that has been configured to be pre-integrated with our demo environment via Audit REST APIs. + + > Click on **Administration** + + ![API Application Administration](images/image025.png) + + + + **Notice the embedded link in the Administration screen ‘Cloud Adventure Welcome Site’.** + + **Click this link. Then, Copy the “ERP Instance” text and past in the API Integration Application** + + +11. We’re going to authenticate our integration APEX application with the same ERP instance name and password we used to login into Fusion Cloud + + > Click the embedded link **‘Cloud Adventure Welcome Site’** below ‘Credentials’ + + ![credentials ](images/image026.png) + + > **Scroll down**, and Copy the **‘ERP Instance’** text from the new browser tab **‘Cloud Adventure: Office of the CIO’ Section 4 Integration’** + + ![credentials ](images/image100.png) + + > **Return** to the API Integration Application browser tab
+ + > **Type in** or **Paste** the provided **‘ERP Instance’** and **‘ERP Password’** credentials you just copied from the new browser tab **‘Cloud Adventure: Office of the CIO’ Section ‘4 Integration’** + + + ![credentials ](images/image101.png) + + > Click the **Save** button + + ![credentials ](images/image027.png) + + > Click **OK** when the **Connection is successful** message pop-up is displayed + + ![API Integration Application](images/image028.png) + + +12. After authenticating, we’ll navigate to the Sign on Audit area to review which users have been accessing Fusion Cloud, along with other pertinent audit details. + + > Click the **Hamburger, or triple bar** ![Hamburger Icon](images/icon013_hamburger.png) menu button + + ![credentials](images/image029.png) + + > Click the **Sign on Audit** menu button + + ![credentials](images/image030.png) + + > Click the **Get Sign on Audit Events** button + + ![Sign on Audit](images/image031.png) + + > Review the results of the user access audit REST API GET command + + ![Sign on Audit Results](images/image032.png) + + > Scroll down, Click / Expand the **Demo Flow** drop-down tab + + ![Sign on Audit Results](images/image033.png) + + > Review the Demo Flow for the Sign on Audit REST API + + ![Demo Flow](images/image034.png) + + > Click the **API Details** tab + + ![Demo Flow](images/image035.png) + + > Review a sample of the Sign on Audit REST API, including the endpoint, method, and sample response. + + ![Sample Sign on Audit](images/image036.png) + + +13. Now let’s review Supplier address changes recently made in the corresponding Fusion Cloud business object with the ‘Audit History’ + + > Click the **Audit History** menu button + + ![Audit History](images/image037.png) + + > **Click** the **‘Business Object’** ![Business OBJ drop down](images/icon014_downarrow.png) drop-down menu icon. + + ![Audit History](images/image102.png) + + > **Click** the **‘Supplier Address’** down-down menu option + + ![Audit History](images/image103.png) + + > Click the **Get Audit History** button + + ![Audit History](images/image038.png) + + > Review the results of the user access audit REST API GET command + + ![Audit History Results](images/image039.png) + + > Scroll down, Click / Expand the **‘Demo Flow’ drop-down tab** + + ![Audit History Results](images/image040.png) + + > Review the Demo Flow for the Audit History Audit REST API + + ![Demo Flow](images/image041.png) + + > Click the **API Details** tab + + ![API Details](images/image042.png) + + > Review a sample of the Audit History Audit REST API, including the endpoint, method, and sample response. + + ![API Details](images/image043.png) + + + + **Take a second to congratulate yourself. You’ve successfully used the included Oracle Fusion Cloud Integration toolset, specifically REST APIs, to get audit data out of Oracle Cloud and into a 3rd party system.** + + **You can leverage vast, out of the box functionality to manage integrations without vendor assistance. Oracle Fusion Cloud Applications integrate and interoperate with other cloud and on-premises applications using built-in File-based Loader, Spreadsheet Loader, SOAP- and REST-based Web Services, and Data Extract features.** + + +14. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + +## Summary + +Throughout the Cloud Adventure for the office of the CIO, Integration activity guide, students are immersed in an interactive and engaging +journey into the world of Fusion Cloud's REST API integration features. The primary goal of this instructional adventure was to empower +students with the skills and knowledge necessary to effectively audit both user sign on activity as well as supplier address changes in Fusion +Cloud Supply Chain Management (SCM). Throughout this exploration, they uncovered the potential of Fusion Cloud's integration tools, +enhancing their understanding of supply chain security management integration and auditing processes. + +Within the activity, students embarked on a hands-on exploration, beginning with a login to the Fusion Cloud SCM system. They navigated with +purpose to the Suppliers work area, where they were tasked with modifying a supplier's address information. This interactive modification set +the stage for the upcoming auditing activities. Cloud adventurers then delved into the Integration tab, a powerhouse of auditing capabilities +within the Fusion Cloud platform. Here, they uncovered the 'Audit Report REST Endpoints,' a revelation of the potential to extract valuable +auditable data. With growing curiosity, they scrutinized example request payloads and response bodies, gaining insights into the structure and +content of auditing information. + +The journey of Fusion Cloud integration exploration continued as students applied their newfound knowledge. They returned to the familiar +grounds of the Fusion Cloud and audited the supplier address change they had made earlier. This practical application of REST API integration +theory added a layer of depth to their practical understanding. As the adventure continued, the students ventured into the captivating world of +Oracle APEX application integration, which simulated a 3rd party auditing application for the purposes of this cloud adventure. They skillfully +authenticated their integration APEX application, utilizing the provided cloud adventure environment instance and password. + +With the connection established, adventurers delved deeper, exploring the ‘Sign-on’ Audit area, where they uncovered a treasure trove of user +access details. They reviewed the corresponding REST API, gaining insights into the security and transparency of user access history. The journey +then led them to the 'Audit History' section, a comprehensive record of supplier address changes. Here, they extracted historical data, +witnessing firsthand the power of Fusion Cloud to meticulously track and record business object data modifications. By scrutinizing the demo +flow and API details, students developed a profound understanding of the platform's capabilities and their newfound auditing skills. + +Throughout this immersive adventure, students not only acquired technical proficiency but also cultivated a deep appreciation for the potential +of Fusion Cloud's REST API integration. They learned to navigate the intricate web of supply chain management integration, including how to +audit user sign in activity, supplier address changes, and how to extract critical auditable information. With each step, they transformed from +curious cloud adventurers to seasoned Fusion Cloud auditors, equipped with the knowledge and confidence to continue their Fusion Cloud + +**You have successfully completed the Activity!** + +## Acknowledgements +* **Author** - Jamil Orfali, Senior Sales Consultant, Advanced Technology Services, Kris Holmgren, Senior Sales Consultant, Advanced Technology Services +* **Contributors** - +* **Last Updated By/Date** - Jamil Orfali, September 2024 diff --git a/apps-cloud-adventure-cio/06b-embed-agent-scm/embed-agent-scm.md b/apps-cloud-adventure-cio/06b-embed-agent-scm/embed-agent-scm.md new file mode 100644 index 000000000..99350ed90 --- /dev/null +++ b/apps-cloud-adventure-cio/06b-embed-agent-scm/embed-agent-scm.md @@ -0,0 +1,169 @@ +# Embed AI Agents Teams in UI for End Users + +## **Create a Guided Journey and Embed your AI Agent Team** + +### **Introduction** + +AI Agent Studio for Fusion Applications is a comprehensive platform for creating, extending, deploying and managing AI Agents and Agent Teams across the enterprise. Oracle AI Agent Studio delivers easy-to-use tools, including advanced testing, robust validation, and built-in security, that helps Oracle Fusion Applications customers and partners create and manage AI agents. Leveraging the same technology that Oracle uses to create AI agents, Oracle AI Agent Studio enables users to easily extend pre-packaged agents and/or create new agents and then deploy and manage them. + + +### **Objectives** + +In this activity you will embed your AI Agent Team in the application for use by end users. +* Create a Guided Journey and Task that references the AI Agent Team. +* Use Visual Builder Studio to Configure the My Maintenance Work page with the Guided Journey. +* Interact with your AI Agent + + +### **Begin Exercise** + + +1. In this activity, you will embed your AI Agent Team in the application for use by end users. + + ![AI Embed Objectives](../06b-embed-agent-scm/images/scmimage001.jpg) + +2. The first step will involve creating a Guided Journey. A Guided Journey allows you to embed specific information in standard applications. In addition to using a Guided Journey to embed an AI Agent (today's example), Guided Journeys can also embed documents, analytics, URLs, Learning, Videos and more. And like all configurations, Guided Journey configurations are automatically maintained during the release update process. + + > (1) Enter **Guided Journey** in the search field
+ > (2) Select the **Guided Journey** from the resulting dropdown. + + ![Navigate to Guided Journeys](../06b-embed-agent-scm/images/scmimage002.jpg) + +3. You'll create your Guided Journey here. It's quite simple. + + > (1) Click the ![Plus create button](../06b-embed-agent-scm/images/plus-create.jpg) button. + + ![Open tools](../06b-embed-agent-scm/images/scmimage003.jpg) + + +4. Name your Guided Journey. + + > (1) Enter Name: **CIOXX Guided Journey** where **XX** is replaced with your user number.
+ > (2) Click the ![create draft](../06b-embed-agent-scm/images/create-draft.jpg) button. + + ![Create Guided Journey Header](../06b-embed-agent-scm/images/scmimage004.jpg) + +5. Next, you'll add a Task to this Guided Journey. This is where we specify a Task Type of Agent and reference the Maintenance Agent Team you've assembled. + + > (1) Click the ![plus Add](../06b-embed-agent-scm/images/plusadd.jpg) button under the **Tasks** section. This will pop out the New Task panel from the right.

+ + > (2) Enter the fields as described below: + * Task Name: **Maintenance Guided Journey Task**
+ * Task Description: **Maintenance Guided Journey Task**
+ * Add Instructions: **Enables Maintenance Agent Team in Application UI**
+ * Task Type: **Agent** from the dropdown
+ * Agent Type: **Workflow Agent** from the dropdown
+ * Workflow Agent: **CIOXX Asset Maintenance Agent Team** where **XX** is your user number from the drop-down.
+ + > (3) Click the **Save** button ![Create Button](../06b-embed-agent-scm/images/savedark.jpg) on the bottom right. + ![enter guided journey task information](../06b-embed-agent-scm/images/scmimage005.jpg) + + +6. You’re almost done with the Guided Journey creation. The last step is to Activate it to make it available for use. + + > (1) Click the Activate button ![Activate button](../06b-embed-agent-scm/images/activate.jpg) on the top right
+ + > (2) Click the Home icon ![Home Button](../06b-embed-agent-scm/images/home.jpg) in the top toolbar to return to the application home page and get ready for the next step. + + ![activate the journey and go home](../06b-embed-agent-scm/images/scmimage006.jpg) + +7. Now, you'll go to the screen where you will embed the AI Agent Team using the Guided Journey we created. + + > (1) Enter **My Maintenance Work** in the search field and select **My Maintenance Work** from the resulting dropdown. + + ![search for my maintenance work](../06b-embed-agent-scm/images/scmimage007.jpg) + +8. You'll use Visual Builder to configure the page with the Guided Journey. + + > (1) Confirm that **M001 - Seattle Maintenance** is the organization selected in the My Maintenance Work dropdown at the top of the screen. If not, select **M001 - Seattle Maintenance** from the dropdown.
+ > (2) Click the **logged in user icon** icon next to the bell icon in the top right corner and then select **Edit Page in Visual Builder Studio** from the resulting dropdown.
+ + ![launch visual builder studio](../06b-embed-agent-scm/images/scmimage008.jpg) + +9. You may see multiple projects available. This allows you to use Visual Builder for various projects, each with their own team and development lifecycle. + + > 1. If multiple projects are displayed, highlight the **Application Extensions** project and then click the Select button ![Select Button](../06b-embed-agent-scm/images/select.jpg) on the bottom right of the screen. + + ![select project](../06b-embed-agent-scm/images/scmimage009.jpg)
+ +10. You can now configure various aspects of the My Maintenance Work screen. The Journey is simple as it's the first page property on the list. + + > (1) Enter **CIOXX\_GUIDED\_JOURNEY** in the **journeycode** field on the right **Page Properties** panel.
+ + > (2) Click the **Preview** icon ![Preview Button](../06b-embed-agent-scm/images/preview.png) on the toolbar on the top right of the page. This will launch a new tab showing your newly configured screen in a full-functioning preview mode.
+ + ![Configure Journey Property and Preview](../06b-embed-agent-scm/images/scmimage010.jpg) + +11. You can see that the Guided Journey is displayed as an *Ask Oracle** banner. + + > 1. Click the **Ask Oracle** button ![Ask Oracle Button](../06b-embed-agent-scm/images/ask-oracle.jpg). + + ![Launch Ask Oracle](../06b-embed-agent-scm/images/scmimage011.jpg)
+ +12. The Agent appears in a panel pop-out from the right. You can interact with your agent via the Ask Oracle field at the button of the pop-out panel. Based on your defined agent, you can ask about Assets, Maintenance, Warranties and even have the Agent create a Maintenance Work Order for your asset. + + > 1. Interact with your agent via the **Ask Oracle** field at the bottom. Type **What is the manufacturers maintenance schedule for asset CIOXX-RIDGELINE** where XX is the number in your user login and press enter or click the up arrow ![up arrow](../06b-embed-agent-scm/images/uparrow.jpg). + + ![start debug](../06b-embed-agent-scm/images/scmimage012.jpg)
+ +13. You can check on warranty information. + + > 1. Type **Give me information on warranty** and press enter or click the up arrow ![checkered flag](../06b-embed-agent-scm/images/uparrow.jpg). + + ![start debug](../06b-embed-agent-scm/images/scmimage013.jpg)
+ +14. You can check for recalls or any existing maintenance work orders. + + > 1. Type **Are there any outstanding recalls** and press enter or click the up arrow ![checkered flag](../06b-embed-agent-scm/images/uparrow.jpg). + + ![start debug](../06b-embed-agent-scm/images/scmimage014.jpg)
+ +15. If there are any recalls, you can create a Maintenance Work order to take care of it. Fortunately, the AI Agent is going to help you! + + > 1. Type **Please create a maintenance work order for this recall** and press enter or click the up arrow ![checkered flag](../06b-embed-agent-scm/images/uparrow.jpg). + + ![start debug](../06b-embed-agent-scm/images/scmimage015.jpg)
+ +16. The Agent may identify an existing Worker and ask you to confirm that you'd like to create a new work order. + + > 1. Type **Please create a new work order** and press enter or click the up arrow ![checkered flag](../06b-embed-agent-scm/images/uparrow.jpg). + + ![start debug](../06b-embed-agent-scm/images/scmimage016.jpg)
+ +17. The agent has created your Work Order. You can end the Adventure here, but if you'd like to verify, you can close the Agent and query your new Work Order. We won't provide instructions, but believe you can find your new work order by leveraging the information you've gained during this Adventure. + + > 1. Click the **x** in the upper right. + + ![start debug](../06b-embed-agent-scm/images/scmimage017.jpg)
+ +18. Congratulations. ![checkered flag](../06b-embed-agent-scm/images/checkeredflag.jpg) You've finished the creation and deployment of the AI Agent Team, making it easy for your users to leverage the power of Oracle AI. + + +19. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Cloud Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + +### Summary + +As you have seen here, AI Agent Studio puts customers in the driver’s seat, helping empower you to design the future of AI in your organizations on top of a bedrock of trust and safety. AI Agent Studio includes a built-in testing environment, validation, and traceability tools to confirm accuracy. Oracle maintains the same data controls at a user level, which means no individual sees data or AI recommendations that they’re not permitted to see. + +AI Agent Studio empowers enterprises to configure and build AI agents that extend their workforce and help achieve new levels of productivity. It allows you to harness the full potential of AI agents and transform the way work gets done in your organization. +AI Agent Studio is a design-time environment that provides a set of tools to create, customize, validate, and deploy GenAI features and AI agents to meet the specific needs of the organization. It is the same unified environment Oracle uses to internally build agents, made available now to customers and partners to customize and extend agents from Oracle-provided preconfigured templates or to create new agents and multi-agent workflows. + +Like our AI capabilities, Oracle AI Agent Studio was built natively into Fusion Cloud Applications on our trusted, high performance Oracle Cloud Infrastructure (OCI), which means it can easily and securely access Fusion knowledge stores, tools, and APIs and allows agents to be deployed directly into the flow of work. This approach means maximum flexibility and customization without sacrificing reliability or performance. + +**You have successfully completed the Activity! + + +### Learn More + +* [AI Agent Studio Solution Brief](https://www.oracle.com/a/ocom/docs/applications/fusion-apps-ai-agent-studio-solution-brochure.pdf) +* [AI Agents for Fusion Applications](https://www.oracle.com/applications/fusion-ai/ai-agents/) +* [AI for Fusion Applications](https://www.oracle.com/applications/fusion-ai/) +* [Oracle Documentation](http://docs.oracle.com) + +## Acknowledgements + +* **Author** - Stephen Chung, Principal SaaS Cloud Technologist, Sajid Saleem, Master Principal SaaS Cloud Technologist, Charlie Moff, Distinguished SaaS Cloud Technologist, and the rest of the Cloud Adventure Team +* **Contributors** - The Cloud Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Charlie Moff, October 2025 diff --git 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Create AI Agents and Agent Teams for your enterprise + + +## Introduction + +AI Agent Studio for Fusion Applications is a comprehensive platform for creating, extending, deploying and managing AI Agents and Agent Teams across the enterprise. Oracle AI Agent Studio delivers easy-to-use tools, including advanced testing, robust validation, and built-in security, that helps Oracle Fusion Applications customers and partners create and manage AI agents. Leveraging the same technology that Oracle uses to create AI agents, Oracle AI Agent Studio enables users to easily extend pre-packaged agents and/or create new agents and then deploy and manage them. + + +### **Objectives** + +In this activity you will use Oracle Fusion AI Agent Studio to +• Create a Document Tool to ingest company-specific procurement policy documents (PDF) +• Create an Agent that uses the Document Tool to respond to user queries +• Create and assemble an Agent team that includes the created Agent and purchase requisition action agent. + + +## Create Policy Advisor Agent (RAG) and an Agent Team using AI Agent Studio + +1. In this activity you will learn the power and ease building Agentic AI with the Oracle AI Agent Studio + + ![AI RAG Objectives](images/extendwithairag.jpg) + +2. The first step is to navigate to AI Agent Studio. + + > (1) Click on the **Tools** tab + > (2) Select the **AI Agent Studio** tile + + ![Navigate to AI Agent Studio](images/poaimage002.jpg) + +3. Next, we're going to create a Tool + + > Click the ![Tools](images/tools.jpg) button/tab at the bottom of the page + + ![Open tools](images/poaimage003.jpg) + + +4. Tool Creation + + > Click the ![add tool](images/plusadd.jpg) button to create a new tool + + ![Create Tool](images/poaimage004.jpg) + +5. Here, you will define your first Tool, a Document Tool. This will allow the Agent to use the content of the documents to respond to user questions. + + > (1) Enter the following fields: + * Tool Type: select **Document** from the dropdown
+ * Tool Name: Enter **CIO## Procurement Policy Document Tool**, where **##** is replaced with your user number.
+ * Family: select **PRC** from the dropdown
+ * Product: select **Self Service Procurement** from the dropdown
+ * Description: Enter **Cloud Adventure Procurement Policy Document Tool**
+ + > (2) Click the ![Add button](images/addw.jpg) button under **Documents** + + ![Edit Suppliers View](images/poaimage005.jpg) + + +6. **Note:** Now we’ll add the documents to our tool. The documents you will add are located in the **Procurement Documents** folder on your laptop's Desktop. + + > (1) Enter the following fields: + * Name: Enter **Procurement Policy Documents**
+ * Status: Select **Ready to publish** from the dropdown
+ * Description: Enter **Procurement Policy Documents**
+ + > (2) Click on the ![Drag and Drop](images/dandd.jpg) region
+ Select all files from the **Procurement Documents** folder on the Desktop. Alternatively, drag and drop the files that folder to the Drag and Drop region. + + ![Add Documents](images/poaimage006.jpg) + +7. After all 4 files/documents have been loaded, you can proceed with the Save. + + > Click the **Save** ![Home Icon](images/save.jpg) button on the bottom right + + ![Suppliers View](images/poaimage007.jpg) + +8. You're now ready to save your knew Document Tool. + + > Click the **Create button** ![Create Button](images/createw.jpg) on the near to the of the screen. + + ![Craete Tool](images/poaimage008.jpg) + + **Congratulations! You’ve completed your first step and created a Policy Document Tool.** + + +9. Now, you'll create your first Agent! You'll do that from the Agent screen within the AI Agent Studio. + + > Click the **Agents** button/tab ![Agent Image](images/agenticon.jpg) at the bottom of the page. + + ![Agents Page](images/poaimage009.jpg) + + +10. Here, you can see any existing agents. But you want to create a new one. + + > Click the **+ Add** button ![Add button Image](images/addw.jpg). + + + ![Add Agent](images/poaimage010.jpg) + +11. Define the Details of the Agent. + + > (1) First, you'll enter the fields as described below:
+ * Agent Name: **CIO## Procurement Policy Advisor Agent** where ## is replaced with your user nnumber.
+ * Family: Select **PRC** from the dropown
+ * Product: Select **Self Service Procurement** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Cloud Adventure Procurement Policy Advisor Agent**
+ * Prompt: The value for the prompt field is available in the **Prompt – CA Procurement Policy Advisor.txt** file that is available in the **Procurement Prompt** folder on your desktop. Please open this file and copy the contents into the Prompt field.

+ ![Alert Flat](images/cautionflagextrasmalltransparent2.png) ***Please note that the Prompt*** is a critical part of the Agent Definition as it provides guidance for the Agent. To streamline this step, we've pre-created the prompt. It's available as described below.
+ + > (2) Click the Create Button ![Create Button](images/createb.jpg)
+ + ![Create Agent](images/poaimage011.jpg) + +12. You’ve now created your first Agent. Now you’ll add Tools to the Agent. You'll add a mix of standard tools, tools created earlier in the Cloud Adventure, and tools that you've just created. + + > Click the Tools icon ![Create Button](images/toolhammericon.jpg) on the left. + + ![Add Tools](images/poaimage012.jpg)
+ +13. Find the appropriate tool and add it to your agent. + + > (1) Enter **Procurement** in the Ask Oracle field and select **Procurement** from the resulting dropdown. This filters the list of tools for easier selection.
+ > (2) Click the ![Plus Icon](images/plusicon.jpg) next to the tool name **CA Procurement Policy Document Tool**
+ + ![Add tool](images/poaimage013.jpg) + +14. You can review the details of the Tool, including the option to require human approval. + + > Click the Add button ![Add Button](images/addb.jpg). + + ![Add Tools Complete](images/poaimage014.jpg)
+ +15. That's it! Let's save this and continue. + + > Click the **Create** button ![Create Button](images/createw.jpg) on the top right. + + ![Add Tools Create](images/poaimage015.jpg)
+ +16. You’ve just created your first Agent, complete with added Tool(s). Next, you’ll create an Agent Team with a Supervisory Agent and assign some worker agents. + + > Click the **Agent Teams** button/tab ![Agent Teams](images/agentteams.jpg) on the button of the page. + + ![Add Tools Create](images/poaimage016.jpg)
+ +17. Create an Agent Team. + + > Click the **+ Add** button ![Add Button](images/addw.jpg). + > ![Add Tools Create](images/poaimage017.jpg) + +18. Define the Agent Team. + + > (1) Enter the fields as described below: + * Agent Team Name: **CIO## Procurement Requisition Agent Team** where ## is replaced with your user number.
+ * Family: Select **PRC** from the dropdown
+ * Product: Select **Self Service Procurement** from the dropdown
+ * Maximum Interactions: **20**
+ * Description: **Purchase Requisition Agent Team leverages worker agents Procurement Policy Advisory and Purchase Requisition Agent.**
+ + > (2) Click the Questions tab
+ + ![Create Agent](images/poaimage018.jpg) + +19. You can provide one or more starter questions to assist users in interacting with the Agent Team. + + > (1) In the Question 1 field, enter: **Hi, I can help you with questions related to purchases. How can I help you today?**
+ > (2) Click the **Create** button ![Create Button](images/createb.jpg) on the bottom right. + + ![Create Agent](images/poaimage019.jpg) + +20. You’ve defined your Agent Team, so it’s time to add a Supervisor agent. + + > (1) Click the **Agents** Icon ![Agent Icon](images/agenticon.jpg)
+ > (2) Click the **+** icon ![Create Button](images/plusicon.jpg) next to **New Supervisor Agent**. + + ![Create Agent](images/poaimage020.jpg) + +21. Define Supervisor Agent Details. + + > (1) Enter the fields as described below: + * Agent Team Name: **CIO## Procurement Requisition Supervisor Agent** where ## is replaced with your user number.
+ * Family: Select **PRC** from the dropdown
+ * Product: Select **Self Service Procurement** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Cloud Adventure Purchase Requisitions Supervisor Agent**
+ + > (2) Click the **Create** button ![Create Button](images/createb.jpg) on the bottom right. + + ![Create Agent](images/poaimage021.jpg) + +22. Next you'll add some worker agents. + + > Click the **+** icon ![Plus Icon](images/plusicon.jpg) next to **CIO## Procurement Policy Advisor Agent**, where ## is replaced with your user number. + + ![Create Agent](images/poaimage022.jpg) + +23. You can review the details of the agent. + + > Click the Add button ![Add Button](images/addb.jpg). + + ![Add Tools Complete](images/poaimage023.jpg)
+ +24. You'll add one more worker agent. + + > Click the **+** icon ![Plus Icon](images/plusicon.jpg) next to predefined **CA Purchase Requisitions Agent**. Note that this is a shared Agent and not one that you created specifically with your user number. + + ![Create Agent](images/poaimage024.jpg) + +25. You can review the details of the agent. + + > Click the **Add** button ![Add Button](images/addb.jpg). + + ![Add Tools Complete](images/poaimage025.jpg)
+ +26. Your Agent Team, with a Supervisory Agent and two Worker Agents, is now ready to test. + + > Click the **Debug** icon ![debug icon](images/debugarrow.jpg) on the top left of the screen. It's the one that looks like the Play arrow. + + ![start debug](images/poaimage026.jpg)
+ +27. You can now begin a dialog with the Agent. + + > In the **Ask Oracle** dialog box on the bottom right of the screen, enter **What is the laptop policy** and hit the return key or click the **Up Arrow** icon ![up arrow icon](images/uparrow.jpg) + + ![agent dialogue 1](images/poaimage027.jpg)
+ +28. The Agent will response with information. In this Debug mode, the Agent will also show you source and processing information (yellow boxes). These will not be available to end-users once deployed. + + > The agent provides a response. But we need more information, so we'll ask additional questions. + > In the **Ask Oracle** dialog box on the bottom right of the screen, enter **What if I need to order a non-standard laptop** and hit the return key or click the **Up Arrow** icon ![up arrow icon](images/uparrow.jpg) + + ![agent dialogue 2](images/poaimage028.jpg)
+ +29. You decide to not worry about requesting anything non-standard. + + > So, ask the agent to proceed with the laptop order by typing **I am ready to order a laptop** in the **Ask Oracle** dialog box on the bottom right of the screen and hit the return key or click the **Up Arrow** icon ![up arrow icon](images/uparrow.jpg) + + ![agent dialogue 3](images/poaimage029.jpg)
+ +30. The Agent may notice that you have some incomplete PO Requisitions and will request your my input. + + > In the **Ask Oracle** dialog box on the bottom right of the screen, enter **Show my existing requisitions** and hit the return key or click the **Up Arrow** icon ![uparrow icon](images/uparrow.jpg) + + ![agent dialogue 3](images/poaimage030.jpg)
+ +31. The agent will ask you to confirm. + + > In the **Ask Oracle** dialog box on the bottom right of the screen, enter **Proceed with ordering a laptop** and hit the return key or click the **Up Arrow** icon ![up arrow icon](images/uparrow.jpg) + + ![agent dialogue 3](images/poaimage032.jpg)
+ +32. The agent needs a little more information. + + > In the **Ask Oracle** dialog box on the bottom right of the screen, enter **Requested delivery data is Aug 31st, 2025 and the quantity is 1** and hit the return key or click the **Up Arrow** icon ![up arrow icon](images/uparrow.jpg) + + ![agent dialogue 3](images/poaimage033.jpg)
+ +33. The agent has created your requisition. + + > In the **Ask Oracle** dialog box on the bottom right of the screen, enter **Take me to my requisition** and hit the return key or click the **Up Arrow** icon ![up arrow icon](images/uparrow.jpg) + + ![agent dialogue 3](images/poaimage034.jpg)
+ +34. The agent can link you directly to the Purchase Requisition screen. + + > Click the **here** link in the agent response. + + ![agent dialogue 3](images/poaimage035.jpg)
+ +34. You’re now in Self-Service Procurement and can see the new Requisition that the Agent created. + + > Congratulations on completing this Cloud Adventure! + + ![agent dialogue 3](images/poaimage036.jpg)
+ + +35. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Cloud Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + +## Summary + +As you have seen here, AI Agent Studio puts customers in the driver’s seat, helping empower you to design the future of AI in your organizations on top of a bedrock of trust and safety. AI Agent Studio includes a built-in testing environment, validation, and traceability tools to confirm accuracy. Oracle maintains the same data controls at a user level, which means no individual sees data or AI recommendations that they’re not permissioned to see. + +AI Agent Studio empowers enterprises to configure and build AI agents that extend their workforce and help achieve new levels of productivity. It allows you to harness the full potential of AI agents and transform the way work gets done in your organization. +AI Agent Studio is a design-time environment that provides a set of tools to create, customize, validate, and deploy GenAI features and AI agents to meet the specific needs of the organization. It is the same unified environment Oracle uses to internally build agents, made available now to customers and partners to customize and extend agents from Oracle-provided preconfigured templates or to create new agents and multi-agent workflows. + +Like our AI capabilities, Oracle AI Agent Studio was built natively into Fusion Cloud Applications on our trusted, high performance Oracle Cloud Infrastructure (OCI), which means it can easily and securely access Fusion knowledge stores, tools, and APIs and allows agents to be deployed directly into the flow of work. This approach means maximum flexibility and customization without sacrificing reliability or performance. + +**You have successfully completed the Activity! + + +## Learn More + +* [AI Agent Studio Solution Brief](https://www.oracle.com/a/ocom/docs/applications/fusion-apps-ai-agent-studio-solution-brochure.pdf) +* [AI Agents for Fusion Applications](https://www.oracle.com/applications/fusion-ai/ai-agents/) +* [AI for Fusion Applications](https://www.oracle.com/applications/fusion-ai/) +* [Oracle Documentation](http://docs.oracle.com) + +## Acknowledgements + +* **Author** - Stephen Chung, Principal SaaS Cloud Technologist, Sajid Saleem, Master Principal SaaS Cloud Technologist, Charlie Moff, Distinguished SaaS Cloud Technologist, and the rest of the Cloud Adventure Team +* **Contributors** - The Cloud Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Charlie Moff, August 2025 diff --git a/apps-cloud-adventure-cio/07b-agent-team-prc/agent-team-prc.md b/apps-cloud-adventure-cio/07b-agent-team-prc/agent-team-prc.md new file mode 100644 index 000000000..f1098be6a --- /dev/null +++ b/apps-cloud-adventure-cio/07b-agent-team-prc/agent-team-prc.md @@ -0,0 +1,303 @@ +# Create AI Agents and Agent Teams for your enterprise + + +## Introduction + +AI Agent Studio for Fusion Applications is a comprehensive platform for creating, extending, deploying and managing AI Agents and Agent Teams across the enterprise. Oracle AI Agent Studio delivers easy-to-use tools, including advanced testing, robust validation, and built-in security, that helps Oracle Fusion Applications customers and partners create and manage AI agents. Leveraging the same technology that Oracle uses to create AI agents, Oracle AI Agent Studio enables users to easily extend pre-packaged agents and/or create new agents and then deploy and manage them. + + +### **Objectives** + +In this activity you will use Oracle Fusion AI Agent Studio to +• Create a Document Tool to ingest company-specific procurement policy documents (PDF) +• Create an Agent that uses the Document Tool to respond to user queries +• Create and assemble an Agent team that includes the created Agent and purchase requisition action agent. + + +## Create Policy Advisor Agent (RAG) and an Agent Team using AI Agent Studio + +1. In this activity you will learn the power and ease building Agentic AI with the Oracle AI Agent Studio + + ![AI RAG Objectives](images/extendwithairag.jpg) + +2. The first step is to navigate to AI Agent Studio. + + > (1) Click on the **Tools** tab + > (2) Select the **AI Agent Studio** tile + + ![Navigate to AI Agent Studio](images/poaimage002.jpg) + +3. Next, we're going to create a Tool + + > Click the ![Tools](images/tools.jpg) button/tab at the bottom of the page + + ![Open tools](images/poaimage003.jpg) + + +4. Tool Creation + + > Click the ![add tool](images/plusadd.jpg) button to create a new tool + + ![Create Tool](images/poaimage004.jpg) + +5. Here, you will define your first Tool, a Document Tool. This will allow the Agent to use the content of the documents to respond to user questions. + + > (1) Enter the following fields: + * Tool Type: select **Document** from the dropdown
+ * Tool Name: Enter **CIO## Procurement Policy Document Tool**, where **##** is replaced with your user number.
+ * Family: select **PRC** from the dropdown
+ * Product: select **Self Service Procurement** from the dropdown
+ * Description: Enter **Cloud Adventure Procurement Policy Document Tool**
+ + > (2) Click the ![Add button](images/addw.jpg) button under **Documents** + + ![Edit Suppliers View](images/poaimage005.jpg) + + +6. **Note:** Now we’ll add the documents to our tool. The documents you will add are located in the **Procurement Documents** folder on your laptop's Desktop. + + > (1) Enter the following fields: + * Name: Enter **Procurement Policy Documents**
+ * Status: Select **Ready to publish** from the dropdown
+ * Description: Enter **Procurement Policy Documents**
+ + > (2) Click on the ![Drag and Drop](images/dandd.jpg) region
+ Select all files from the **Procurement Documents** folder on the Desktop. Alternatively, drag and drop the files that folder to the Drag and Drop region. + + ![Add Documents](images/poaimage006.jpg) + +7. After all 4 files/documents have been loaded, you can proceed with the Save. + + > Click the **Save** ![Home Icon](images/save.jpg) button on the bottom right + + ![Suppliers View](images/poaimage007.jpg) + +8. You're now ready to save your knew Document Tool. + + > Click the **Create button** ![Create Button](images/createw.jpg) on the near to the of the screen. + + ![Craete Tool](images/poaimage008.jpg) + + **Congratulations! You’ve completed your first step and created a Policy Document Tool.** + + +9. Now, you'll create your first Agent! You'll do that from the Agent screen within the AI Agent Studio. + + > Click the **Agents** button/tab ![Agent Image](images/agenticon.jpg) at the bottom of the page. + + ![Agents Page](images/poaimage009.jpg) + + +10. Here, you can see any existing agents. But you want to create a new one. + + > Click the **+ Add** button ![Add button Image](images/addw.jpg). + + + ![Add Agent](images/poaimage010.jpg) + +11. Define the Details of the Agent. + + > (1) First, you'll enter the fields as described below:
+ * Agent Name: **CIO## Procurement Policy Advisor Agent** where ## is replaced with your user nnumber.
+ * Family: Select **PRC** from the dropown
+ * Product: Select **Self Service Procurement** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Cloud Adventure Procurement Policy Advisor Agent**
+ * Prompt: The value for the prompt field is available in the **Prompt – CA Procurement Policy Advisor.txt** file that is available in the **Procurement Prompt** folder on your desktop. Please open this file and copy the contents into the Prompt field.

+ ![Alert Flat](images/cautionflagextrasmalltransparent2.png) ***Please note that the Prompt*** is a critical part of the Agent Definition as it provides guidance for the Agent. To streamline this step, we've pre-created the prompt. It's available as described below.
+ + > (2) Click the Create Button ![Create Button](images/createb.jpg)
+ + ![Create Agent](images/poaimage011.jpg) + +12. You’ve now created your first Agent. Now you’ll add Tools to the Agent. You'll add a mix of standard tools, tools created earlier in the Cloud Adventure, and tools that you've just created. + + > Click the Tools icon ![Create Button](images/toolhammericon.jpg) on the left. + + ![Add Tools](images/poaimage012.jpg)
+ +13. Find the appropriate tool and add it to your agent. + + > (1) Enter **Procurement** in the Ask Oracle field and select **Procurement** from the resulting dropdown. This filters the list of tools for easier selection.
+ > (2) Click the ![Plus Icon](images/plusicon.jpg) next to the tool name **CA Procurement Policy Document Tool**
+ + ![Add tool](images/poaimage013.jpg) + +14. You can review the details of the Tool, including the option to require human approval. + + > Click the Add button ![Add Button](images/addb.jpg). + + ![Add Tools Complete](images/poaimage014.jpg)
+ +15. That's it! Let's save this and continue. + + > Click the **Create** button ![Create Button](images/createw.jpg) on the top right. + + ![Add Tools Create](images/poaimage015.jpg)
+ +16. You’ve just created your first Agent, complete with added Tool(s). Next, you’ll create an Agent Team with a Supervisory Agent and assign some worker agents. + + > Click the **Agent Teams** button/tab ![Agent Teams](images/agentteams.jpg) on the button of the page. + + ![Add Tools Create](images/poaimage016.jpg)
+ +17. Create an Agent Team. + + > Click the **+ Add** button ![Add Button](images/addw.jpg). + > ![Add Tools Create](images/poaimage017.jpg) + +18. Define the Agent Team. + + > (1) Enter the fields as described below: + * Agent Team Name: **CIO## Procurement Requisition Agent Team** where ## is replaced with your user number.
+ * Family: Select **PRC** from the dropdown
+ * Product: Select **Self Service Procurement** from the dropdown
+ * Maximum Interactions: **20**
+ * Description: **Purchase Requisition Agent Team leverages worker agents Procurement Policy Advisory and Purchase Requisition Agent.**
+ + > (2) Click the Questions tab
+ + ![Create Agent](images/poaimage018.jpg) + +19. You can provide one or more starter questions to assist users in interacting with the Agent Team. + + > (1) In the Question 1 field, enter: **Hi, I can help you with questions related to purchases. How can I help you today?**
+ > (2) Click the **Create** button ![Create Button](images/createb.jpg) on the bottom right. + + ![Create Agent](images/poaimage019.jpg) + +20. You’ve defined your Agent Team, so it’s time to add a Supervisor agent. + + > (1) Click the **Agents** Icon ![Agent Icon](images/agenticon.jpg)
+ > (2) Click the **+** icon ![Create Button](images/plusicon.jpg) next to **New Supervisor Agent**. + + ![Create Agent](images/poaimage020.jpg) + +21. Define Supervisor Agent Details. + + > (1) Enter the fields as described below: + * Agent Team Name: **CIO## Procurement Requisition Supervisor Agent** where ## is replaced with your user number.
+ * Family: Select **PRC** from the dropdown
+ * Product: Select **Self Service Procurement** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Cloud Adventure Purchase Requisitions Supervisor Agent**
+ + > (2) Click the **Create** button ![Create Button](images/createb.jpg) on the bottom right. + + ![Create Agent](images/poaimage021.jpg) + +22. Next you'll add some worker agents. + + > Click the **+** icon ![Plus Icon](images/plusicon.jpg) next to **CIO## Procurement Policy Advisor Agent**, where ## is replaced with your user number. + + ![Create Agent](images/poaimage022.jpg) + +23. You can review the details of the agent. + + > Click the Add button ![Add Button](images/addb.jpg). + + ![Add Tools Complete](images/poaimage023.jpg)
+ +24. You'll add one more worker agent. + + > Click the **+** icon ![Plus Icon](images/plusicon.jpg) next to predefined **CA Purchase Requisitions Agent**. Note that this is a shared Agent and not one that you created specifically with your user number. + + ![Create Agent](images/poaimage024.jpg) + +25. You can review the details of the agent. + + > Click the **Add** button ![Add Button](images/addb.jpg). + + ![Add Tools Complete](images/poaimage025.jpg)
+ +26. Your Agent Team, with a Supervisory Agent and two Worker Agents, is now ready to test. + + > Click the **Debug** icon ![debug icon](images/debugarrow.jpg) on the top left of the screen. It's the one that looks like the Play arrow. + + ![start debug](images/poaimage026.jpg)
+ +27. You can now begin a dialog with the Agent. + + > In the **Ask Oracle** dialog box on the bottom right of the screen, enter **What is the laptop policy** and hit the return key or click the **Up Arrow** icon ![up arrow icon](images/uparrow.jpg) + + ![agent dialogue 1](images/poaimage027.jpg)
+ +28. The Agent will response with information. In this Debug mode, the Agent will also show you source and processing information (yellow boxes). These will not be available to end-users once deployed. + + > The agent provides a response. But we need more information, so we'll ask additional questions. + > In the **Ask Oracle** dialog box on the bottom right of the screen, enter **What if I need to order a non-standard laptop** and hit the return key or click the **Up Arrow** icon ![up arrow icon](images/uparrow.jpg) + + ![agent dialogue 2](images/poaimage028.jpg)
+ +29. You decide to not worry about requesting anything non-standard. + + > So, ask the agent to proceed with the laptop order by typing **I am ready to order a laptop** in the **Ask Oracle** dialog box on the bottom right of the screen and hit the return key or click the **Up Arrow** icon ![up arrow icon](images/uparrow.jpg) + + ![agent dialogue 3](images/poaimage029.jpg)
+ +30. The Agent may notice that you have some incomplete PO Requisitions and will request your my input. + + > In the **Ask Oracle** dialog box on the bottom right of the screen, enter **Show my existing requisitions** and hit the return key or click the **Up Arrow** icon ![uparrow icon](images/uparrow.jpg) + + ![agent dialogue 3](images/poaimage030.jpg)
+ +31. The agent will ask you to confirm. + + > In the **Ask Oracle** dialog box on the bottom right of the screen, enter **Proceed with ordering a laptop** and hit the return key or click the **Up Arrow** icon ![up arrow icon](images/uparrow.jpg) + + ![agent dialogue 3](images/poaimage032.jpg)
+ +32. The agent needs a little more information. + + > In the **Ask Oracle** dialog box on the bottom right of the screen, enter **Requested delivery data is Aug 31st, 2025 and the quantity is 1** and hit the return key or click the **Up Arrow** icon ![up arrow icon](images/uparrow.jpg) + + ![agent dialogue 3](images/poaimage033.jpg)
+ +33. The agent has created your requisition. + + > In the **Ask Oracle** dialog box on the bottom right of the screen, enter **Take me to my requisition** and hit the return key or click the **Up Arrow** icon ![up arrow icon](images/uparrow.jpg) + + ![agent dialogue 3](images/poaimage034.jpg)
+ +34. The agent can link you directly to the Purchase Requisition screen. + + > Click the **here** link in the agent response. + + ![agent dialogue 3](images/poaimage035.jpg)
+ +34. You’re now in Self-Service Procurement and can see the new Requisition that the Agent created. + + > Congratulations on completing this Cloud Adventure! + + ![agent dialogue 3](images/poaimage036.jpg)
+ + +35. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Cloud Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + +## Summary + +As you have seen here, AI Agent Studio puts customers in the driver’s seat, helping empower you to design the future of AI in your organizations on top of a bedrock of trust and safety. AI Agent Studio includes a built-in testing environment, validation, and traceability tools to confirm accuracy. Oracle maintains the same data controls at a user level, which means no individual sees data or AI recommendations that they’re not permissioned to see. + +AI Agent Studio empowers enterprises to configure and build AI agents that extend their workforce and help achieve new levels of productivity. It allows you to harness the full potential of AI agents and transform the way work gets done in your organization. +AI Agent Studio is a design-time environment that provides a set of tools to create, customize, validate, and deploy GenAI features and AI agents to meet the specific needs of the organization. It is the same unified environment Oracle uses to internally build agents, made available now to customers and partners to customize and extend agents from Oracle-provided preconfigured templates or to create new agents and multi-agent workflows. + +Like our AI capabilities, Oracle AI Agent Studio was built natively into Fusion Cloud Applications on our trusted, high performance Oracle Cloud Infrastructure (OCI), which means it can easily and securely access Fusion knowledge stores, tools, and APIs and allows agents to be deployed directly into the flow of work. This approach means maximum flexibility and customization without sacrificing reliability or performance. + +**You have successfully completed the Activity! + + +## Learn More + +* [AI Agent Studio Solution Brief](https://www.oracle.com/a/ocom/docs/applications/fusion-apps-ai-agent-studio-solution-brochure.pdf) +* [AI Agents for Fusion Applications](https://www.oracle.com/applications/fusion-ai/ai-agents/) +* [AI for Fusion Applications](https://www.oracle.com/applications/fusion-ai/) +* [Oracle Documentation](http://docs.oracle.com) + +## Acknowledgements + +* **Author** - Stephen Chung, Principal SaaS Cloud Technologist, Sajid Saleem, Master Principal SaaS Cloud Technologist, Charlie Moff, Distinguished SaaS Cloud Technologist, and the rest of the Cloud Adventure Team +* **Contributors** - The Cloud Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Charlie Moff, August 2025 diff --git 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This adventure is designed to offer a holistic understanding of how these integration tools can facilitate your Oracle Fusion Cloud integration requirements and access to business object data via REST APIs. + +In the office of the Chief Information Officer (CIO), supply chain management is a complex web of interconnected processes. Our goal is to navigate this complexity and equip you with the skills to audit supplier address changes effectively. You'll learn how to leverage the power of Fusion Cloud's REST APIs, a game-changing solution that will revolutionize your operations. + +We've designed this journey to be interactive and engaging. Make sure to answer the Adventure Check Point questions along the way, ensuring you capture the full potential of this experience. These check points are your path to becoming a master auditor, so pay close attention! + +With your adventure hat on and a curious mind, prepare for an exhilarating exploration of Fusion Cloud's REST API integration features. Let's embark on this thrilling journey together! + +As you follow along, do not forget to ask questions if you get stuck and answer the Adventure Check Point questions! + + +Estimated Time: 15 minutes + + +### **Objectives** + +In this activity you will learn the power and ease of integrating Fusion SaaS application with upstream and downstream systems + +![Integration Objectives](images/Integration_objs2.png) + + +## **Task 1: Use REST API to pull Fusion SaaS Application audit data for use in any external system** + + + + +1. Let’s navigate to the Suppliers work area to modify a supplier’s address information + + > Click the **Procurement** tab + + ![Application Homepage](images/image002.png) + + + > Click the **Manage Suppliers** button + + ![Show More View](images/image004.png) + + +2. Next, we’re going to search for the Supplier you’ve been assigned, e.g. “01…” + + > Click in the **Keywords** search bar + + ![Manage Suppliers View](images/image005.png) + + > (1) **Search** for a supplier using the user id number (e.g. 01, 02).
+ + > (2) Click the **Search** button + + ![Keywords search bar](images/image006.png) + + > Click the **Edit** ![Edit Icon](images/icon011_edit.png) button in the ‘Search Results’ area + + ![Search Results](images/image007.png) + + +3. We’re going to navigate to the Supplier’s addresses tab. + + > Click the **Addresses** tab + + ![Suppliers View](images/image008.png) + + > Click the **Edit** ![Edit Icon](images/icon011_edit.png) icon to edit the Supplier’s address + + ![Edit Suppliers View](images/image009.png) + + +4. **Note:** We’ll only edit the Supplier’s second line of address information, i.e. ‘Address Line 2’ text entry field. + + We’re going to add a Suite (e.g. 123) to the Supplier’s address information that was missing before. + + > Click in the **Address Line 2** text entry field + + ![Edit Suppliers View](images/image010.png) + + > Type new address information into **Address Line 2**, e.g. ‘Suite 123’ + + ![Edit Suppliers View](images/image011.png) + + > Click **Save and Close** + + ![Edit Suppliers View](images/image012.png) + + > Click **Submit** + + ![Edit Suppliers View](images/image013.png) + +5. **Note:** We’ve modified our demo environment’s approval workflow for internal supplier profile changes to be automatically approved for demonstration purposes, however this can be configured based on each customer’s business requirements + + > Click **OK** on the resulting confirmation box. + + ![Suppliers View](images/image014.png) + + > Click **Done** + + ![Suppliers View](images/image015.png) + + + +6. Let’s navigate back to the Oracle Fusion Cloud home screen. + + > Click the **Home** ![Home Icon](images/icon012_home.png) button + + ![Suppliers View](images/image016.png) + + + +7. Now, we’re going to discover how we can audit several pieces of information that’s relevant to our cloud adventure today: user access (sign in / sign out) as well as supplier address information changes via REST API integrations. + + > At the home screen, Navigate to **Integration** tab + + ![Home](images/image017.png) + + > Click on **Audit Report REST Endpoints** + + ![Integrations View](images/image018.png) + + + + **This is an example of a configuration. This tile links out to an external website.** + + **Take note of the detailed documentation. API endpoints, parameters, code examples, use cases, Oracle’s documentation is public and designed to be very useful.** + + +8. Let’s review the REST API endpoints that we can use to review Auditable data that can be extracted from Fusion Cloud. + + ![Audit Report REST Endpoints](images/image019.png) + + > Click on **Get an audit report** under **Audit Report** + + ![Audit Report REST Endpoints](images/image020.png) + + > **Click** the drop-down menu icon [drop dowb icon](images/icon014_downarrow.png) **‘Jump to’** and select the **‘Examples’** menu option + + ![Get an audit report](images/image021.png) + + > Scroll down the page, review the first **Example Request Payload** and **Example of Response Body** + + ![API Examples](images/image022.png) + + + +9. Let’s now return to Oracle Fusion Cloud so we can audit the supplier address change we made previously using the Audit REST APIs we’ve just learned about. + + > Navigate back to the Fusion Cloud ERP browser tab. + + ![Application Home](images/image023.png) + + > In the Integration tab: Click on the **API Integration** tile + + ![Integration Tab](images/image024.png) + + + + **This is another example of a configuration. This tile links out to an external application we’ve designed using Oracle APEX.** + + **This API integration Application is designed to simulate any 3rd party application you might be integrating with.** + + + +10. Now we’re going to use the Audit REST API we just reviewed to extract auditable information from Oracle Fusion Cloud via a custom Oracle APEX application that has been configured to be pre-integrated with our demo environment via Audit REST APIs. + + > Click on **Administration** + + ![API Application Administration](images/image025.png) + + + + **Notice the embedded link in the Administration screen ‘Cloud Adventure Welcome Site’.** + + **Click this link. Then, Copy the “ERP Instance” text and past in the API Integration Application** + + +11. We’re going to authenticate our integration APEX application with the same ERP instance name and password we used to login into Fusion Cloud + + > Click the embedded link **‘Cloud Adventure Welcome Site’** below ‘Credentials’ + + ![credentials ](images/image026.png) + + > **Scroll down**, and Copy the **‘ERP Instance’** text from the new browser tab **‘Cloud Adventure: Office of the CIO’ Section 4 Integration’** + + ![credentials ](images/image100.png) + + > **Return** to the API Integration Application browser tab
+ + > **Type in** or **Paste** the provided **‘ERP Instance’** and **‘ERP Password’** credentials you just copied from the new browser tab **‘Cloud Adventure: Office of the CIO’ Section ‘4 Integration’** + + + ![credentials ](images/image101.png) + + > Click the **Save** button + + ![credentials ](images/image027.png) + + > Click **OK** when the **Connection is successful** message pop-up is displayed + + ![API Integration Application](images/image028.png) + + +12. After authenticating, we’ll navigate to the Sign on Audit area to review which users have been accessing Fusion Cloud, along with other pertinent audit details. + + > Click the **Hamburger, or triple bar** ![Hamburger Icon](images/icon013_hamburger.png) menu button + + ![credentials](images/image029.png) + + > Click the **Sign on Audit** menu button + + ![credentials](images/image030.png) + + > Click the **Get Sign on Audit Events** button + + ![Sign on Audit](images/image031.png) + + > Review the results of the user access audit REST API GET command + + ![Sign on Audit Results](images/image032.png) + + > Scroll down, Click / Expand the **Demo Flow** drop-down tab + + ![Sign on Audit Results](images/image033.png) + + > Review the Demo Flow for the Sign on Audit REST API + + ![Demo Flow](images/image034.png) + + > Click the **API Details** tab + + ![Demo Flow](images/image035.png) + + > Review a sample of the Sign on Audit REST API, including the endpoint, method, and sample response. + + ![Sample Sign on Audit](images/image036.png) + + +13. Now let’s review Supplier address changes recently made in the corresponding Fusion Cloud business object with the ‘Audit History’ + + > Click the **Audit History** menu button + + ![Audit History](images/image037.png) + + > **Click** the **‘Business Object’** ![Business OBJ drop down](images/icon014_downarrow.png) drop-down menu icon. + + ![Audit History](images/image102.png) + + > **Click** the **‘Supplier Address’** down-down menu option + + ![Audit History](images/image103.png) + + > Click the **Get Audit History** button + + ![Audit History](images/image038.png) + + > Review the results of the user access audit REST API GET command + + ![Audit History Results](images/image039.png) + + > Scroll down, Click / Expand the **‘Demo Flow’ drop-down tab** + + ![Audit History Results](images/image040.png) + + > Review the Demo Flow for the Audit History Audit REST API + + ![Demo Flow](images/image041.png) + + > Click the **API Details** tab + + ![API Details](images/image042.png) + + > Review a sample of the Audit History Audit REST API, including the endpoint, method, and sample response. + + ![API Details](images/image043.png) + + + + **Take a second to congratulate yourself. You’ve successfully used the included Oracle Fusion Cloud Integration toolset, specifically REST APIs, to get audit data out of Oracle Cloud and into a 3rd party system.** + + **You can leverage vast, out of the box functionality to manage integrations without vendor assistance. Oracle Fusion Cloud Applications integrate and interoperate with other cloud and on-premises applications using built-in File-based Loader, Spreadsheet Loader, SOAP- and REST-based Web Services, and Data Extract features.** + + +14. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + +## Summary + +Throughout the Cloud Adventure for the office of the CIO, Integration activity guide, students are immersed in an interactive and engaging +journey into the world of Fusion Cloud's REST API integration features. The primary goal of this instructional adventure was to empower +students with the skills and knowledge necessary to effectively audit both user sign on activity as well as supplier address changes in Fusion +Cloud Supply Chain Management (SCM). Throughout this exploration, they uncovered the potential of Fusion Cloud's integration tools, +enhancing their understanding of supply chain security management integration and auditing processes. + +Within the activity, students embarked on a hands-on exploration, beginning with a login to the Fusion Cloud SCM system. They navigated with +purpose to the Suppliers work area, where they were tasked with modifying a supplier's address information. This interactive modification set +the stage for the upcoming auditing activities. Cloud adventurers then delved into the Integration tab, a powerhouse of auditing capabilities +within the Fusion Cloud platform. Here, they uncovered the 'Audit Report REST Endpoints,' a revelation of the potential to extract valuable +auditable data. With growing curiosity, they scrutinized example request payloads and response bodies, gaining insights into the structure and +content of auditing information. + +The journey of Fusion Cloud integration exploration continued as students applied their newfound knowledge. They returned to the familiar +grounds of the Fusion Cloud and audited the supplier address change they had made earlier. This practical application of REST API integration +theory added a layer of depth to their practical understanding. As the adventure continued, the students ventured into the captivating world of +Oracle APEX application integration, which simulated a 3rd party auditing application for the purposes of this cloud adventure. They skillfully +authenticated their integration APEX application, utilizing the provided cloud adventure environment instance and password. + +With the connection established, adventurers delved deeper, exploring the ‘Sign-on’ Audit area, where they uncovered a treasure trove of user +access details. They reviewed the corresponding REST API, gaining insights into the security and transparency of user access history. The journey +then led them to the 'Audit History' section, a comprehensive record of supplier address changes. Here, they extracted historical data, +witnessing firsthand the power of Fusion Cloud to meticulously track and record business object data modifications. By scrutinizing the demo +flow and API details, students developed a profound understanding of the platform's capabilities and their newfound auditing skills. + +Throughout this immersive adventure, students not only acquired technical proficiency but also cultivated a deep appreciation for the potential +of Fusion Cloud's REST API integration. They learned to navigate the intricate web of supply chain management integration, including how to +audit user sign in activity, supplier address changes, and how to extract critical auditable information. With each step, they transformed from +curious cloud adventurers to seasoned Fusion Cloud auditors, equipped with the knowledge and confidence to continue their Fusion Cloud + +**You have successfully completed the Activity!** + +## Acknowledgements +* **Author** - Jamil Orfali, Senior Sales Consultant, Advanced Technology Services, Kris Holmgren, Senior Sales Consultant, Advanced Technology Services +* **Contributors** - +* **Last Updated By/Date** - Jamil Orfali, September 2024 diff --git a/apps-cloud-adventure-cio/09-analytics-with-ai/analytics-with-ai.md b/apps-cloud-adventure-cio/09-analytics-with-ai/analytics-with-ai.md new file mode 100644 index 000000000..d5a8a8193 --- /dev/null +++ b/apps-cloud-adventure-cio/09-analytics-with-ai/analytics-with-ai.md @@ -0,0 +1,203 @@ +# Analytics + +## **Analytics AI for sentiment analysis** + +### **Introduction** + +Oracle Fusion Data Intelligence Platform (FDI) is a family of prebuilt, cloud native applications for Oracle Cloud Applications that provides line-of-business users with ready-to-use insights to improve decision-making. + +It is a Cloud application that delivers best-practice Key Performance Indicators (KPIs) and deep analyses to help decision-makers run their businesses and individual contributors to operate their businesses. Oracle Fusion Data Intelligence Platform is built on top of Oracle Analytics Cloud and Oracle Autonomous Data Warehouse. This packaged service starts with Oracle Fusion Cloud Applications which you can deploy rapidly, personalize, and extend. The service extracts data from your Oracle Fusion Cloud Applications and loads it into an instance of Oracle Autonomous Data Warehouse. Business users can then create and customize dashboards in Oracle Analytics Cloud. It empowers business users with industry-leading, AI-powered, self-service analytics capabilities for data preparation, visualization, enterprise reporting, augmented analysis, and natural language processing. + +This activity guide helps business users to investigate and research data, ask relevant questions to understand Trends, Patterns and Outliers. + +### **Objectives** + +Use pre-built machine learning based sentiment analysis to analyze employee sentiment (positive, negative or neutral) and emotion from survey interaction data. + +Estimated Time: 15 minutes + +Do not forget to answer the Adventure Check Point questions at the end of the exercise! + +### **Begin Exercise** + +1. In this activity, you will leverage pre-built machine learning capabilities (sentiment analysis) on survey data to understand employee sentiment. + + ![Analytics OBJs](../09-analytics-with-ai/images/aianalytics_objs2.jpg) + +2. Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud-native analytics applications for Oracle Cloud Applications that provide line-of-business users with ready-to-use insights to improve decision-making. + + > (1) Click on the **‘Analytics’** tab.
+ + > (2) (2) Click on **Fusion – Analytics Data Intelligence** icon.
+ + ![Home Screen](../09-analytics-with-ai/images/aiimage001.jpg) + +3. After a successful login, you will land on the Oracle Analytics home page. + + > (1) Enter your assigned username and Fusion Analytics Password.
+ + ![Sign-in Screen](../09-analytics-with-ai/images/aiimage001a.jpg) + +4. From home page, click on create button on top right corner to start the data flow process for building model out. + + > (1) Click on the **Create Button**.
+ + ![Analytics Home](../09-analytics-with-ai/images/aiimage009.jpg) + + > (1) Click on **Data Flow**.
+ + ![Analytics Home](../09-analytics-with-ai/images/aiimage010.jpg) + +5. Data Flow page pops up but also a dialog box asking to Add Data. + + > (1) Within the Search box, type in **Survey** .
+ + > (2) Select Data set named **Survey Data**.
+ + > (3) Click **Add**.
+ + ![New Data Flow](../09-analytics-with-ai/images/aiimage011.jpg) + +6. We will use pre-built machine learning based sentiment analysis to analyze Survey Data. + + > (1) Drag **Analyze Sentiment** on the left side until we get a blue box next to Survey Data.
+ + ![New Data Flow](../09-analytics-with-ai/images/aiimage012.jpg) + +7. Now that we have “Analyze Sentiment” we have to point the model as to what we want it to analyze, In this case we want to have a sentiment analysis on employees comments. The Sentiment Analysis will analyze the comments and assign a positive, neutral, or negative attribute to each comment. + + > (1) Click on **Select a Column** .
+ + > (2) Scroll down until you see **EmployeeComment**.
+ + > (3) Click on **EmployeeComment**.
+ + ![New Data Flow](../09-analytics-with-ai/images/aiimage013.jpg) + +8. We are ready to save the model data. + + > (1) drag over “**Save Dataset** to our data flow.
+ + ![New Data Flow](../09-analytics-with-ai/images/aiimage014.jpg) + + > (1) Enter **Survey Sentiment CIOXX and your initials** in data set to name the data set.
+ + > (2) Click the **Save** button.
+ + ![New Data Flow](../09-analytics-with-ai/images/aiimage015.jpg) + +9. A dialog box pops up asking name to save Data Flow As. + + > (1) Enter **Sentiment Data Flow CIOXX and your initials**.
+ + > (2) Click on **Ok**.
+ + ![New Data Flow](../09-analytics-with-ai/images/aiimage016.jpg) + +10. Now you will run the data flow model. + + > (1) Click on the **Run** button.
+ + ![Sentiment Data Flow](../09-analytics-with-ai/images/aiimage017.jpg) + +11. Will take approximately 30 seconds to run. You can start going back to build out a workbook with the data set generated. + + > (1) Click on the **back** button.
+ + ![Sentiment Data Flow](../09-analytics-with-ai/images/aiimage018.jpg) + +12. Now that we have Sentiment Data Flow created, lets build some analysis with the model. + + > (1) Click on the **Create** button.
+ + > (2) Click on **Workbook**.
+ + ![Sentiment Data Flow](../09-analytics-with-ai/images/aiimage019.jpg) + +13. Dialog pop up asking for what data we would like to Add. + + > (1) Enter **Survey** in the search bar.
+ + > (2) Select the model you named with your initials.
+ + > (2) Click on **Add to Workbook**.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage022.jpg) + +14. Notice that we have emotion as an attribute derived from sentiment analysis. We will start with analyzing head count based on emotion. + + > (1) Click and hold on ctrl, then select **emotion**.
+ + > (2) Select **headcount** and drag both attributes into the canvas.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage023.jpg) + +15. Now we will move emotion to Color for better visualization + + > (1) Click and drag **emotion** onto color.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage024.jpg) + + > (1) Drag over Department attribute to “Trellis Columns”.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage025.jpg) + + > (1) While holding down the control key, select **emotion**.
+ + > (2) Select **EmployeeComment**.
+ + > (3) Drag both to the line below the current bar graph.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage026.jpg) + +16. We can bring in the comments and add some color emotion to them. + + > (1) Click and drag **emotion** onto color.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage027.jpg) + + > (1) Click on the bar chart to reveal the filter icon.
+ + > (2) Click on the **Filter Icon**.
+ + > (3) Then click on the **Preview Icon**.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage028.jpg) + +17. We see the survey results across all departments. Now we will use the filter feature to look at the different sentiments. + + > (1) Click on any **green bar** to view all positive comments.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage029.jpg) + + > (1) Click on any **orange bar** to view all neutral comments.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage030.jpg) + + > (1) Click on any **blue bar** to view all positive comments.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage031.jpg) + + ![New Workbook](../09-analytics-with-ai/images/aiimage032.jpg) + + +23. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! + + [![Cloud Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + +### Summary + +You discovered how effortlessly Fusion Analytics enables the creation of content and analysis of data. By integrating diverse data sources, you were able to delve deeper from summary information to detailed analysis, uncovering root causes. You then shared your discoveries with a broader audience, making the insights accessible and impactful. + +**You have successfully completed the Activity!** + +### Learn More + +* [Get Started with Oracle Fusion Data Intelligence](https://docs.oracle.com/en/cloud/saas/analytics/24r3/index.html) +* [Oracle Documentation](http://docs.oracle.com) + +## Acknowledgements + +* **Author** - Xavier Ramirez, Senior Analytics Solution Engineer, Advanced Technology Services, Nate Weinsaft, Master Principal Solution Engineer, Advanced Technology Services, Sohel Jeelani, Distinguished Analytics Solution Engineer, Advanced Technology Services +* **Contributors** - The Cloud Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Nate Weinsaft, October 2025 \ No newline at end of file diff --git a/apps-cloud-adventure-cio/09-analytics-with-ai/images/aianalytics_objs.jpg 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b/apps-cloud-adventure-cio/09-analytics/analytics.md similarity index 68% rename from apps-cloud-adventure-cio/06-analytics/analytics.md rename to apps-cloud-adventure-cio/09-analytics/analytics.md index a7b26f976..d6e76926e 100644 --- a/apps-cloud-adventure-cio/06-analytics/analytics.md +++ b/apps-cloud-adventure-cio/09-analytics/analytics.md @@ -1,35 +1,37 @@ # Analytics -## Introduction +## **Derive insights across multiple business functions.** -Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud native analytics applications for Oracle Cloud Applications that provides line-of-business users with ready-to-use insights to improve decision-making. +### **Introduction** + +Oracle Fusion Data Intelligence Platform (FDI) is a family of prebuilt, cloud native analytics applications for Oracle Cloud Applications that provides line-of-business users with ready-to-use insights to improve decision-making. It is a Cloud application that delivers best-practice Key Performance Indicators (KPIs) and deep analyses to help decision-makers run their businesses and individual contributors to operate their businesses. Oracle Fusion Data Intelligence Platform is built on top of Oracle Analytics Cloud and Oracle Autonomous Data Warehouse. This packaged service starts with Oracle Fusion Cloud Applications which you can deploy rapidly, personalize, and extend. The service extracts data from your Oracle Fusion Cloud Applications and loads it into an instance of Oracle Autonomous Data Warehouse. Business users can then create and customize dashboards in Oracle Analytics Cloud. It empowers business users with industry-leading, AI-powered, self-service analytics capabilities for data preparation, visualization, enterprise reporting, augmented analysis, and natural language processing. This activity guide helps business users to investigate and research data, ask relevant questions to understand Trends, Patterns and Outliers. -### Objectives +### **Objectives** -In this activity, you will Create analytics across different lines of business to derive better business insight +In this activity, you will Create analytics to unify finance and workforce-related data to understand changing workforce dynamics and gain comprehensive insight. Estimated Time: 15 minutes Do not forget to answer the Adventure Check Point questions at the end of the exercise! -## ERP & HCM: Unify finance and workforce-related data to understand changing workforce dynamics and gain comprehensive insights +### **Begin Exercise** 1. In this activity, you will Create analytics across different lines of business to derive better business insights. Cross-functional reporting analysis between ERP & HCM involves integrating data from core business operations finance with workforce-related data (such as employee performance, payroll, and workforce planning) providing comprehensive insights for decision-making, enabling organizations to align their human resource strategies with broader business objectives. - ![Analytics OBJs](images/analytics_objs1.png) + ![Analytics OBJs](../09-analytics/images/analytics_objs1.png) 2. Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud-native analytics applications for Oracle Cloud Applications that provide line-of-business users with ready-to-use insights to improve decision-making. > (1) Click on the **‘Analytics’** tab
> (2) Click on **‘Fusion – Analytics Data Intelligence’** icon
- ![Login](images/image001.png) + ![Login](../09-analytics/images/image001.png) 3. After a successful login, you will land on the Oracle Analytics home page. @@ -37,7 +39,7 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > (2) Click on the ‘Sign In’
- ![Login](images/image023.png) + ![Login](../09-analytics/images/image023.png) 4. A finance Watchlist comprising several Tiles is available on the home page. @@ -45,36 +47,36 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex Two attributes that influence Margin are Revenue and Cost. Since revenue seems to be increasing, let's investigate Cost. - > On the Margin Tile locate the **Open Workbook** ![Open Workbook Icon](images/icon001.png) Icon on the top right corner and click on it. + > On the Margin Tile locate the **Open Workbook** ![Open Workbook Icon](../09-analytics/images/icon001.png) Icon on the top right corner and click on it. - ![Analytics home](images/image002.png) + ![Analytics home](../09-analytics/images/image002.png) 5. This action expands the Tile and opens the workbook. Let's now set the workbook to design mode so that we can add cost elements. - > Click on the Edit Icon ![Edit Icon](images/icon002.png) as shown in the image.
+ > Click on the Edit Icon ![Edit Icon](../09-analytics/images/icon002.png) as shown in the image.
Instead of building manually, let's use the Auto Insights feature. - > Click on the Auto Insights Icon ![Auto Insights Icon](images/icon003.png) as shown in the image. + > Click on the Auto Insights Icon ![Auto Insights Icon](../09-analytics/images/icon003.png) as shown in the image. - ![Workbook Design Mode](images/image003.png) + ![Workbook Design Mode](../09-analytics/images/image003.png) 6. Next, let’s expand the Auto Insights pane for better observability. - > Click on the Expand / Shrink Icon ![Expand / Shrink Icon ](images/icon004.png) as shown in the image. + > Click on the Expand / Shrink Icon ![Expand / Shrink Icon ](../09-analytics/images/icon004.png) as shown in the image. - ![Workbook Design Mode](images/image004.png) + ![Workbook Design Mode](../09-analytics/images/image004.png) 7. The Auto Insights function has crawled the data set and brought expense-related information critical to our analysis. Let’s use the Top 10 Expenses by expense categories. - > (1) Locate the “Top 10 Expense Categories by Expenses” insight and click the Add Icon ![Add Icon ](images/icon006.png) shown in the image. This will add the Insight to the Canvas.
+ > (1) Locate the “Top 10 Expense Categories by Expenses” insight and click the Add Icon ![Add Icon ](../09-analytics/images/icon006.png) shown in the image. This will add the Insight to the Canvas.
> (2) Click on the **x** sign to close the Insights pane. - ![Auto insights view](images/image007.png) + ![Auto insights view](../09-analytics/images/image007.png) 8. Now, we can compare margin and cost side by side. @@ -82,33 +84,33 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex Our next step involves integrating Human Resources data into our analysis. - ![Analytics view 1](images/image008.png) + ![Analytics view 1](../09-analytics/images/image008.png) 9. Combining datasets from multiple “Lines of Business” allows an individual to conduct a deep dive into the actual problems. > (1) Expand the HCM Core transactions data set from the Data Panel on the left.
- > (2) At the bottom of the Page, click the plus icon ![plus icon](images/icon007.png) to add another Canvas, **Canvas 2**.
+ > (2) At the bottom of the Page, click the plus icon ![plus icon](../09-analytics/images/icon007.png) to add another Canvas, **Canvas 2**.
> (3) While holding “Shift,” multi-select the Amount and Account columns and drag them onto Canvas 2. - ![Analytics view 2](images/image009.png) + ![Analytics view 2](../09-analytics/images/image009.png) > (1) Change the chart to a “Stacked Bar” type to visualize the data better.
> (2) Follow steps 1 and 2 as shown in the picture 10. - ![Analytics view 3](images/image010.png) + ![Analytics view 3](../09-analytics/images/image010.png) 10. We need to perform trend analysis to understand when the expense anomaly started occurring and whether it is consistent across all expense types. > Drag the **Accounts** column from the Categories section into the Color section. - ![Analytics view 4](images/image011.png) + ![Analytics view 4](../09-analytics/images/image011.png) > Next, expand the Fiscal Date folder in the Data Panel, locate the **Month** column, and drag and drop it into the Categories section. - ![Analytics view 5](images/image012.png) + ![Analytics view 5](../09-analytics/images/image012.png) 11. We can now see expense amounts displayed across time and expense categories. @@ -116,7 +118,7 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex Let's explore and find out why overtime and contract labor have increased. - ![Month by Month View](images/image013.png) + ![Month by Month View](../09-analytics/images/image013.png) 12. Overtime and Contract labor are typically associated with Turnover. Let's see if it had any impact. @@ -124,15 +126,15 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > (2) While holding “Ctrl,” multi-select the **Month** and **Turnover** columns and drag them below the current visual. - ![Analytics view 6](images/image014.png) + ![Analytics view 6](../09-analytics/images/image014.png) 13. Another factor that impacts Overtime and Contract labor is employee absences. > Drag the **Absences** column from the data panel and drop it in the values section below the **Turnover** column. - ![Analytics view 7](images/image015.png) + ![Analytics view 7](../09-analytics/images/image015.png) - ![Analytics view 8](images/image016.png) + ![Analytics view 8](../09-analytics/images/image016.png) 14. This brings all relevant columns onto the canvas. We can now co-relate several attributes and arrive at the correct conclusion. We can now see the pattern clearly. Beginning in March, absences and turnover started increasing, which led to an increase in overtime and the hiring of contract labor. This is ultimately reflected in the books of accounts in Finance. @@ -140,37 +142,39 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > Right click anywhere in the **Turnover**, **Absences** Chart choose **Add Statistics** then **Forecast** - ![Analytics view 11](images/image021.png) + ![Analytics view 11](../09-analytics/images/image021.png) 16. With a few simple clicks, you were able to forecast and understand the future trend. - ![Analytics view 12](images/image022.png) + ![Analytics view 12](../09-analytics/images/image022.png) 17. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + [![Cloud Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + +## **ERP & SCM: Unify finance and supply chain data to identify bottlenecks and optimize resource allocation** -## ERP & SCM: Unify finance and supply chain data to identify bottlenecks and optimize resource allocation +### **Begin Exercise** 1. In this activity, you will Create analytics across different lines of business to derive better business insights. ERP & SCM cross-functional reporting combines data from business processes like finance with supply chain operations. By providing a unified view of supply chain and enterprise operations, cross-functional reporting helps identify bottlenecks, optimize resource allocation, and improve supply chain resilience. Such insights are crucial for aligning supply chain strategies with overall business goals and achieving operational excellence. - ![Analytics OBJs](images/analytics_objs1.png) + ![Analytics OBJs](../09-analytics/images/analytics_objs1.png) 2. Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud-native analytics applications for Oracle Cloud Applications that provide line-of-business users with ready-to-use insights to improve decision-making. > (1) Click on the **‘Analytics’** tab
> (2) Click on **‘Fusion – Analytics Data Intelligence’** icon
- ![Login](images/image001.png) + ![Login](../09-analytics/images/image001.png) 3. After a successful login, you will land on the Oracle Analytics home page. > (1) Enter assigned username and Fusion Analytics Password
> (2) Click on the ‘Sign In’
- ![Login](images/image023.png) + ![Login](../09-analytics/images/image023.png) 4. A finance Watchlist comprising several Tiles is available on the home page. @@ -178,40 +182,40 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex Two attributes that influence Margin are Revenue and Cost. Since revenue seems to be increasing, let's investigate Cost. - > On the Margin Tile locate the **Open Workbook** ![Open Workbook Icon](images/icon101.png) Icon on the top right corner and click on it. + > On the Margin Tile locate the **Open Workbook** ![Open Workbook Icon](../09-analytics/images/icon101.png) Icon on the top right corner and click on it. - ![Analytics home](images/image102.png) + ![Analytics home](../09-analytics/images/image102.png) 5. This action expands the Tile and opens the workbook. Let's now set the workbook to design mode so that we can add cost elements. - > Click on the Edit Icon ![Edit Icon](images/icon102.png) as shown in the image.
+ > Click on the Edit Icon ![Edit Icon](../09-analytics/images/icon102.png) as shown in the image.
Instead of building manually, let's use the Auto Insights feature. - > Click on the Auto Insights Icon ![Auto Insights Icon](images/icon103.png) as shown in the image. + > Click on the Auto Insights Icon ![Auto Insights Icon](../09-analytics/images/icon103.png) as shown in the image. - ![Workbook Design Mode](images/image103.png) + ![Workbook Design Mode](../09-analytics/images/image103.png) 6. Next, let’s expand the Auto Insights pane for better observability. - > Click on the Expand / Shrink Icon ![Expand / Shrink Icon ](images/icon104.png) as shown in the image. + > Click on the Expand / Shrink Icon ![Expand / Shrink Icon ](../09-analytics/images/icon104.png) as shown in the image. - ![Workbook Design Mode](images/image104.png) + ![Workbook Design Mode](../09-analytics/images/image104.png) 7. The Auto Insights function has crawled the data set and brought expense-related information critical to our analysis. Let’s use the Top 10 Expenses by expense categories. - > (1) Locate the “Top 10 Expense Categories by Expenses” insight and click the Add Icon ![Add Icon ](images/icon106.png) shown in the image. This will add the Insight to the Canvas.
+ > (1) Locate the “Top 10 Expense Categories by Expenses” insight and click the Add Icon ![Add Icon ](../09-analytics/images/icon106.png) shown in the image. This will add the Insight to the Canvas.
> (2) Click on the **x** sign to close the Insights pane. - ![Auto insights view](images/image107.png) + ![Auto insights view](../09-analytics/images/image107.png) 8. Let’s create a new Canvas to under the SCM issue - > Locate the plus ![plus icon](images/cplus.png) icon at the bottom of the page and click it to create a new canvas.
+ > Locate the plus ![plus icon](../09-analytics/images/cplus.png) icon at the bottom of the page and click it to create a new canvas.
-![new canvas](images/scm-001.png) +![new canvas](../09-analytics/images/scm-001.png) 9. We will add Supply Chain data to the canvas @@ -219,7 +223,7 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > Next locate Total Cost. While keeping the “CTRL ” key pressed drag and drop them on to the canvas.
> Your canvas should look like the image on the right.
- ![2 images](images/scm-002.png) + ![2 images](../09-analytics/images/scm-002.png) 10. Total cost has been varying over time. We need to understand what is causing the increase and decrease @@ -228,17 +232,17 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > While keeping the “CTRL ” key pressed drag and drop them on to the canvas under the existing chart.
> Watch for the Green bar before you drop the columns.
- ![expand Fiscal Data folder ](images/scm-003.png) + ![expand Fiscal Data folder ](../09-analytics/images/scm-003.png) 11. Change the visualization type - > In the Properties panel in the center. Click on the inverted triangle ![inverted triangle](images/invtriangle.png) to expand the Analytics Type panel and choose Bar Type.
+ > In the Properties panel in the center. Click on the inverted triangle ![inverted triangle](../09-analytics/images/invtriangle.png) to expand the Analytics Type panel and choose Bar Type.
- ![Properties panel ](images/scm-004.png) + ![Properties panel ](../09-analytics/images/scm-004.png) > Move Contract Purchase from Color Section to Values section.
- ![Properties panel ](images/scm-005.png) + ![Properties panel ](../09-analytics/images/scm-005.png) 12. We need to understand what is causing the off contract purchasing. @@ -247,43 +251,43 @@ Do not forget to answer the Adventure Check Point questions at the end of the ex > While keeping the “CTRL ” key pressed drag and drop them on to the canvas under the existing chart.
> Watch for the Green bar before you drop the columns.
- ![Fiscal Data folder ](images/scm-006.png) + ![Fiscal Data folder ](../09-analytics/images/scm-006.png) - > In the Properties panel in the center. Click on the inverted triangle ![inverted triangle](images/invtriangle.png) to expand the Analytics Type panel and choose Bar Type.
+ > In the Properties panel in the center. Click on the inverted triangle ![inverted triangle](../09-analytics/images/invtriangle.png) to expand the Analytics Type panel and choose Bar Type.
- ![Properties panel](images/scm-007.png) + ![Properties panel](../09-analytics/images/scm-007.png) 13. Lets find out which supplier is responsible for the issue. > Locate supplier and drop it into the color section.
> Next delete Fiscal Data (Month) column
- ![Supplier](images/scm-008.png) + ![Supplier](../09-analytics/images/scm-008.png) > In the Properties panel in the center. Click on the inverted triangle to expand the Analytics Type panel and choose Treemap Type.
- ![Properties panel](images/scm-009.png) + ![Properties panel](../09-analytics/images/scm-009.png) 14. Two suppliers are the cause of the issue. - ![Analytics view](images/scm-009.png) + ![Analytics view](../09-analytics/images/scm-009.png) 15. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! - [![Cloud Adventure](images/cloud-adventure-checkpoint-image.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + [![Cloud Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) -## Summary +### Summary You discovered how effortlessly Fusion Analytics enables the creation of content and analysis of data. By integrating diverse data sources, you were able to delve deeper from summary information to detailed analysis, uncovering root causes. You then shared your discoveries with a broader audience, making the insights accessible and impactful. **You have successfully completed the Activity!** -## Learn More +### Learn More * [Get Started with Oracle Fusion Data Intelligence](https://docs.oracle.com/en/cloud/saas/analytics/24r3/index.html) * [Oracle Documentation](http://docs.oracle.com) ## Acknowledgements -* **Author** - Sohel Jeelani, Analytics Solution Engineer, Advanced Technology Services -* **Contributors** - -* **Last Updated By/Date** - Sohel Jeelani, April 2025 +* **Author** - Sohel Jeelani, Analytics Solution Engineer, Advanced Technology Services, Nate Weinsaft, Master Principal Solution Engineer, Advanced Technology Services +* **Contributors** - The AI Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Xavier Ramirez, August 2025 diff --git a/apps-cloud-adventure-cio/09-analytics/images/analytics_objs1.png 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index 000000000..e098a812e Binary files /dev/null and b/apps-cloud-adventure-cio/lab1/images/image100objs.png differ diff --git a/apps-cloud-adventure-cio/lab1/lab1.md b/apps-cloud-adventure-cio/lab1/lab1.md new file mode 100644 index 000000000..069ad74e4 --- /dev/null +++ b/apps-cloud-adventure-cio/lab1/lab1.md @@ -0,0 +1,391 @@ +### + +## Path 1: Grant AI Access + +### **Introduction** + + Welcome to Oracle’s AI Adventure for Security Administration. This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes related to Oracle SaaS Applications Configuration and Administration. We hope you will enjoy today’s adventure exploring a complete and unified solution for your business. + + +### **Objectives** + + During this adventure, you will perform a time sensitive task of granting permissions to a user. + + Estimated Time: 15 minutes + + Do not forget to answer the Adventure Check Point questions at the end of the exercise! + +### **Begin Exercise** + +1. During this adventure, you will perform a time sensitive task of granting permissions to a user. These are the steps you will perform: + + ![Security Objectives](../01-security-ai/images/secaiimage001.jpg) + + + > At this point, you should be logged into your environment with a username **CIO.xx** where **xx** is the two number code of your login ID. + + +2. To enable the ability to use AI to discover new suppliers, you will access the security console. This is the Springboard where you’ll access all features. + + > (1) Select the **Tools** tab menu.
+ > (2) Select **Security Console**. + + ![Home Screen](../01-security-ai/images/secaiimage002.jpg) + + +3. While examining roles, begin by searching for the role we seeded for this adventure + + > (1) In the search field provided at the top, type **Adventure**.
+ + > (2) Then click on the first entry as shown. + + ![Roles Screen](../01-security-ai/images/secaiimage003.jpg) + +4. Using the pull-down demo to copy the role as described below. Modifications should always be done to copies. + + > (1) Click on the Pull-Down Menu.
+ + > (2) Select **Copy Role**. + + ![Roles Screen](../01-security-ai/images/secaiimage004.jpg) + + +5. Continue with copying the role + + > (1) Select **Copy top role**.
+ + > (2) Press the **Copy Role** button. + + ![Roles Screen](../01-security-ai/images/secaiimage005.jpg) + +6. Notice that you are provided with a list of ordered steps at the top. For this example, we will only use steps 1, 2 and 7. + + > (1) Add **your initials and xx Code** to the beginning of the **Role Name**
+ > (2) Add **your initials and xx Code** to the beginning of the **Role Code** as shown.
+ > (3) Press the **Next** button. + + ![Copy Roles Screen](../01-security-ai/images/secaiimage006.jpg) + +7. Using Function Security Policy, you will add the privilege the user needs + + > (1) Press the **+ Add Function Security Policy** button. + + ![Function Security Policy](../01-security-ai/images/secaiimage007.jpg) + +8. You will now search for the required policy and add it. + + > (1) Type **Create Supplier Negotiation** in the search field
+ > (2) Select the **Create Supplier Negotiation** privilege from the resulting dropdown as shown. + + ![Function Security Policy](../01-security-ai/images/secaiimage008.jpg) + +9. Continue adding + + > (1) Press the **Add Privilege to Role** button. + + ![Function Security Policy](../01-security-ai/images/secaiimage009.jpg) + +10. Complete adding roles + + > (1) Press the **Cancel** button to continue. + + ![Function Security Policy](../01-security-ai/images/secaiimage010.jpg) + +11. While there are other steps we can perform, we going to skip to Step 7 to add users to this role. + > (1) Press the Step **7** **Users** from the list of steps at the top of the screen + + ![Function Security Policy](../01-security-ai/images/secaiimage011.jpg) + +12. You should now assign a user to this new role and its associated privileges. + + > (1) Press the **+ Add User** button. + + ![Users](../01-security-ai/images/secaiimage012.jpg) + +13. Searching for a user + + > (1) Type **Pat.ProcurementManager** in the search form then Select then name from the resulting dropdown list.
+ + > **Note:** Be sure to include the ‘.’ between the first and last name. + + ![Add Users](../01-security-ai/images/secaiimage013.jpg) + +14. Continue + + > (1) Press the **Add User to Role** button. + + ![Add Users](../01-security-ai/images/secaiimage014.jpg) + +15. Again, the search box remains in case you want to add additional users. + + > (1) Press the **Cancel** button. + + ![Add Users](../01-security-ai/images/secaiimage015.jpg) + +16. Pat.ProcurementManager has been added to this new role + + > (1) Press the **Next** button. + + ![Add Users](../01-security-ai/images/secaiimage016.jpg) + +17. Note confirmation that we have added a Security Policy and user. + + > (1) Press the **Submit and Close** button. + + ![Add Users](../01-security-ai/images/secaiimage017.jpg) + +18. Using the compare roles feature, you can quickly identify changes you’ve made compared to the out of the box roles provided by Oracle or other custom roles. This section uses your newly created role to do exactly this. + + > (1) From the Security Console, press the **Compare Roles button** button. + + ![Roles](../01-security-ai/images/secaiimage018.jpg) + +19. Begin search for the original role + + > (1) Press the **Search** icon for the First Role. + + ![Compare Roles](../01-security-ai/images/secaiimage019.jpg) + +20. Search for seeded role + + > (1) In the search field type **Adventure**.
+ + > (2) **Select** the first entry. + + ![Compare Roles](../01-security-ai/images/secaiimage020.jpg) + +21. Continue + + > (1) Press the **Ok** button. + + ![Compare Roles](../01-security-ai/images/secaiimage021.jpg) + +22. Begin search for the custom role + + > (1) Press the **Search** icon for the Second Role. + + ![Compare Roles](../01-security-ai/images/secaiimage022.jpg) + +23. Search for custom role + + > (1) Type in your **Initials and XX Code** which you used to name your custom role .
+ + > (2) **Select** your custom role. + + ![Compare Roles](../01-security-ai/images/secaiimage023.jpg) + +24. Continue + + > (1) Press the **Ok** button. + + ![Compare Roles](../01-security-ai/images/secaiimage024.jpg) + +25. Begin compare task + + > (1) Press the **Compare** button. + + ![Compare Roles](../01-security-ai/images/secaiimage025.jpg) + +26. Now you see the differences between the two roles. + + > (1) Press the **Only in second role** toggle. + + ![Compare Roles](../01-security-ai/images/secaiimage026.jpg) + +27. This view shows the change added to the custom role. That completes this adventure. Next, you'll return to the home page. + + > (1) Press the **Home** button. + + ![Compare Roles](../01-security-ai/images/secaiimage027.jpg) + +28. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![AI Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + +## Path 2: Request Access with Risk Management +### **Request Access with Risk Management** + +### **Introduction** + +Welcome to Oracle’s AI Adventure for Risk Management. This is a fresh and unique way to offer you a chance for hands-on experience of highly differentiated and specifically curated content of numerous vignettes related to Oracle SaaS Applications Configuration and Administration. We hope you will enjoy today’s adventure exploring a complete and unified solution for your business. + +### **Objectives** + +During this adventure, request role access via Risk Management and experience the review and approval process. + +Estimated Time: 15 minutes + +### **Begin Exercise** + +1. During this adventure, request role access via Risk Management and experience the review and approval process. These are the steps you will perform: + + ![Risk Objectives](../01-risk/images/riskimage001.jpg) + + At this point, you should be logged into your environment with a username CIO.xx where xx is a two number code assigned to your laptop + + +2. To begin the request for access, use the Risk Management application + + > (1) This is the Springboard where you’ll access all features. Select the **Risk Management** tab menu.
+ + > (2) Select **My Access Requests**. + + ![My Access Requests](../01-risk/images/riskimage002.jpg) + +3. This it the beginning of your user request + + > (1) Press the **Request Access** button. + + ![My Access Requests](../01-risk/images/riskimage003.jpg) + +4. Use this screen to enter justification for granting the new role + + > (1) In the entry field, type,**Order Entry department is having a critical shortage of staff** in the text field as shown.
+ + > (2) Press the **Add Role** button. + + ![Requests Access](../01-risk/images/riskimage004.jpg) + +5. Use this screen to select the roles you would like to request + + > (1) In Role Name, type, **Vegas**.
+ + > (2) Then select the **Vegas Order Entry Specialist** role. + + ![Add Role](../01-risk/images/riskimage005.jpg) + +6. Selecting Security Context allow you refine the limits that will be placed on the requested role. + + > (1) Click on the down arrow ![down arrow](../01-risk/images/icon02_downarrow.png) to view some available options for security context. + + ![Add Role](../01-risk/images/riskimage006.jpg) + +7. No security context will be chosen for this exercise. + + > (1) Click on the down arrow ![down arrow](../01-risk/images/icon02_downarrow.png) again to hide the options
+ + > (2) Press the **Add** button. + + ![Add Role](../01-risk/images/riskimage007.jpg) + +8. With all roles selected, the request is submitted. + + > (1) Press the **Submit** button. + + ![Requests Access](../01-risk/images/riskimage008.jpg) + +9. Note that your request has been placed in a queue for processing. + + > (1) Press the **home** button to continue. + + ![My Access Requests](../01-risk/images/riskimage009.jpg) + +10. End of customer activity. The remainder of this session will be performed by a participant with assistance from the presenter. + + ![My Access Requests](../01-risk/images/riskimage010.jpg) + + > (1) From the navigator menu, select **Risk Management : Setup and Maintenance**.
+ + ![navigator menu](../01-risk/images/riskimage011.jpg) + + > (1) Select the scheduler icon. + + ![Monitor Jobs](../01-risk/images/riskimage012.jpg) + + > (1) Highlight the line for **Advanced Access Request Analysis**
+ + > (2) Press the **Run Now Button**.
+ + > (3) Press the **Monitor Jobs** icon on the top. + + ![Schedules](../01-risk/images/riskimage013.jpg) + +11. Job Queued + + ![Monitor Jobs](../01-risk/images/riskimage015.jpg) + +12. Job completed Approximately 4-5 minutes + + ![Monitor Jobs](../01-risk/images/riskimage016.jpg) + +13. Philip Kent is now able to see the result of the analysis performed by Risk Management + + > (1) Click on **Risk Management**.
+ + > (2) Select **Access Request Approvals**.
+ + ![Home Screen](../01-risk/images/riskimage017.jpg) + + > (1) Select the Request ID for one of the participant’s requests.
+ + ![Access Request Approvals](../01-risk/images/riskimage018.jpg) + + > (1) Select the role requested to view details of the violations found.
+ + ![Access Request Approvals](../01-risk/images/riskimage019.jpg) + +14. Presenter will step through the findings from Risk Management + + > (1) Click on **Control Violations**.
+ + ![Access Request Approvals](../01-risk/images/riskimage021.jpg) + + > (1) Click on **Conflicting Roles**.
+ + ![Access Request Approvals](../01-risk/images/riskimage022.jpg) + +15. The role briefing takes the findings and using Generative AI to compose a complete summary of the findings. + + > (1) Click on **role briefing**.
+ + ![Access Request Approvals](../01-risk/images/riskimage023.jpg) + +16. Expand the summary section to see how Gen AI helped deliver a narrative description of the violations. + + > (1) Click on the **down arrow**.
+ + ![Access Request Approvals](../01-risk/images/riskimage024.jpg) + + > (1) Click on the **down arrow**.
+ + > (1) Click on the **X Icon**.
+ + ![Access Request Approvals](../01-risk/images/riskimage025.jpg) + +17. The final step is to decide if the request will be approved, rejected or assigned to another user for approval. + + > (1) Click on the **3 dots**.
+ + ![Access Request Approvals](../01-risk/images/riskimage026.jpg) + + +18. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![AI Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + +### Summary + +Security Console is used to quickly manage user access to the entire Fusion applications suite. + + +### Learn More + +* [Oracle Supply Chain & Manufacturing - Secure](https://docs.oracle.com/en/cloud/saas/supply-chain-and-manufacturing/24d/secure.html) +* [Oracle Human Resources - Secure](https://docs.oracle.com/en/cloud/saas/human-resources/24b/secure.html) +* [Oracle Documentation](http://docs.oracle.com) + +**You have successfully completed the Activity!** + + +### Learn More + +* [Oracle Supply Chain & Manufacturing - Secure](https://docs.oracle.com/en/cloud/saas/supply-chain-and-manufacturing/24d/secure.html) +* [Oracle Human Resources - Secure](https://docs.oracle.com/en/cloud/saas/human-resources/24b/secure.html) +* [Oracle Documentation](http://docs.oracle.com) + + +## Acknowledgements +* **Author** - Nate Weinsaft, Cloud Technologist, Advanced Technology Services +* **Contributors** - +* **Last Updated By/Date** - Nate Weinsaft, August 2025 diff --git a/apps-cloud-adventure-cio/lab2/lab2.md b/apps-cloud-adventure-cio/lab2/lab2.md new file mode 100644 index 000000000..5a610cc84 --- /dev/null +++ b/apps-cloud-adventure-cio/lab2/lab2.md @@ -0,0 +1,527 @@ +# Configure & Extend + + +## **Path 1: Configure the Change Salary Experience** + +### **Introduction** + +Oracle offers hundreds of prebuilt pages, workflows and forms “out of the box” as part of the Oracle Fusion Cloud. Many of our customers want to configure these pages and workflows to meet their specific business needs. You can unify your experience in our applications by using Redwood. + +Oracle Redwood is Oracle Fusion’s new design system that enhances the user experience through a visually stimulating, easy-to-use interface. By uniting customer-inspired design philosophies with industry-leading technology solutions, Oracle Redwood helps companies reduce costs, foster efficiency, revitalize the customer journey, and evolve continuously toward the future. + +### **Objectives** + +In this lab, you will use Redwood to quickly and efficiently improve the user experience in Oracle Fusion Cloud. + +Estimated Time: 15 minutes + +Do not forget to answer the Adventure Check Point questions at the end of the exercise! + +### **Begin Exercise** + +1. You will use Redwood, Oracle’s next-generation design system, and Visual Builder to quickly and efficiently update Change Salary Page for Non-HR managers. + + ![Configuration Objectives](../02-configure/images/configure_objs_hcm.png) + +2. You will first navigate to the Change Salary Page. + + > (1) From the application home page, click on the **My Team** tab. + + ![Application Home Page](../02-configure/images/hcmconfigimage002.jpg). + +3. You can access Change Salary from an individual worker record, from the search bar, or via the Quick Actions feature. + + > (1) Click on **Change Salary** under **Quick Actions**. + + ![My Team Page](../02-configure/images/hcmconfigimage003.jpg) + +4. By default this screen shows information on any Direct Reports. Since you don't have any, you can remove this filter. + + > (1) Click on the ![x icon](../02-configure/images/icon011_x.png) **Icon** to remove the Direct Reports Filter because your user does not have any direct reports. This action allows you to see other people. + + ![My Team Page](../02-configure/images/hcmconfigimage004.jpg) + + +5. Now you will enter the Change Salary Form so we can make the required changes using Visual Builder Studio. Now you will select a person so you can enter the Change Salary form. + + > (1) Search for **Barrett Reed** in the search field.
+ + > (2) Select **Barrett Reed** in the drop down.
+ + ![Change Salary Page](../02-configure/images/hcmconfigimage005.jpg) + +6. You have entered the Change Salary Form. Now you will quickly review the current configuration of the Change Salary Form. You need to enter in some information to access the form + + + > (1) When does the salary will start?: Type a **future date**
+ + > (2) What is the action name?: Select **Change Salary**.
+ + > (3) Why you are changing the salary?: Select **Career Progression**.
+ + > (4) Click **Continue** once complete. + + ![Change Salary Page](../02-configure/images/hcmconfigimage006.jpg) + + +7. You will now create new rule that hides Annualized Full-Time Salary because it is repetitive. You will also hide Compa-Raito since this is mainly used by HR. You also want to show the action reason in this section of the Change Salary Form. We can make these configuration changes by leveraging the embedded Vision Studio Builder capabilities. + + > (1) No action is required for Step 1. Just note that the Annualized Full-Time Salary and Compa-Ratio fields are visible.
+ > (2) Click the **logged in user icon** icon ![co image](../02-configure/images/icon012_co.png) next to the bell icon in the top right corner of the screen and select **Edit Page in Visual Builder Studio** from the resulting drop-down. + + ![Change Salary Page 2nd page](../02-configure/images/hcmconfigimage007.jpg) + + +8. Welcome to Oracle Visual Builder Studio (VB Studio), a robust application development platform that helps your team effectively plan and manage your work throughout all stages of the app dev lifecycle: design, build, test, and deploy. Now we will use VB Studio to make the required changes to the Change Salary Form. + + > (1) Click on **Configure Fields and Regions** button. + + ![VB Studio](../02-configure/images/hcmconfigimage008.jpg) + + +9. First we will create a new form rule for change salary. + + > (1) Click on the ![plus icon](../02-configure/images/icon015_plus.png) **Icon** to add a new form rule. + + ![Fields and Regions](../02-configure/images/hcmconfigimage009.jpg) + + +10. You can name your new rule and optionally include a description. + + > (1) Label: Type **Change Salary Non-HR**.
+ + > (2) Click the **Create** button. + + ![Fields and Regions](../02-configure/images/hcmconfigimage010.jpg) + + +11. You will add the Conditions for this rule to apply to all non-HR personnel. + + > (1) Click on the **Edit button.** + + ![Fields and Regions](../02-configure/images/hcmconfigimage011.jpg) + +12. You can complete the additional fields in User Roles condition in the first line. This configuration displays this version of the Change Salary Form to all people who are not assigned to the Human Resource Manager Role. + + > (1) For 2nd column in the **User Roles** row, select **does not contain** from the drop down.
+ + > (2) For 3nd column in the **User Roles**, type **Human Resource Manager** and select **Human Resource Manager** from the resulting dropdown.
+ + > (3) Click on the **Drop Down** ![drop down icon](../02-configure/images/icon013_dropdown.png) Icon to the left of Salary to expand the salary section + + ![Fields and Regions](../02-configure/images/hcmconfigimage012.jpg) + + +13. Now you want to add and hide fields. + + > (1) Action Reason: select **Visible**
+ + > (2) Annualized Full-Time Salary: select **Hidden**
+ + > (3) Compa-Ratio: select **Hidden**
+ + > (4) Click the ![done icon](../02-configure/images/icon_done.png) icon to complete the definition of this rule.
+ + > (5) Click the ![x icon](../02-configure/images/icon101_x.png) to close the Fields and Regions section. + + ![Salary Fields and Regions](../02-configure/images/hcmconfigimage013.jpg) + + +14. Now you will add a validation step for the Adjustment Percentage. You do not want users to enter in a Salary Percentage Greater than 15% + + > (1) Click on **Configure Validations** + + ![Fields and Regions](../02-configure/images/hcmconfigimage014.jpg) + +15. You can see any existing Validations and/or create new ones. + + > Click on **+ Validation** + + ![Validation](../02-configure/images/hcmconfigimage015.jpg) + +16. Your first step is the name your Validation. + + > (1) Label: type **Adjustment Percentage**.
+ + > (2) Click the **Create** button. + + ![Validation](../02-configure/images/hcmconfigimage016.jpg) + + +17. Now you will set the conditions for this rule so that the form will not accept any adjustment percentage greater than 15%. + + > (1) Click on **Edit**. + + ![Create Validation](../02-configure/images/hcmconfigimage017.jpg) + +18. Instead of using the pre-define condition rows, you'll create a new one. + + > (1) Click on **+ Condition**. + + ![Create Condition](../02-configure/images/hcmconfigimage018.jpg) + +19. For the first field on the condition, you'll want to use the Adjustment Percentage.
![caution](../02-configure/images/cautionflagextrasmalltransparent2.png)**Note:** **Adjustment Percentage** will appear multiple times in the list of values, so be sure to select the correct one as described below. + + > (1) Type **Adjustment Percentage** in the box and select the 1st **# Adjustment Percentage** under **Salary Details** from the resulting list of values.
+ + ![Create Validation](../02-configure/images/hcmconfigimage019.jpg) + +20. For the second field on the condition, you'll specify the operator. + + > (1) Select **greater than** from the dropdown.
+ + ![Create Validation](../02-configure/images/hcmconfigimage020.jpg) + +21. For the third field on the condition, you'll specify the comparison value.
![caution](../02-configure/images/cautionflagextrasmalltransparent2.png)**Note:** if the 3rd data entry field is obscured by the list of values, press the esc key on the upper left of your laptop keyboard. + + > (1) Type **15** + + ![Create Validation](../02-configure/images/hcmconfigimage021.jpg) + +22. Now you will configure the error message users will see if they enter an Adjustment Percentage greater than 15%. + + > (1) Summary: type **Adjustment Percentage is too high**.
+ + > (2) Severity: Select **Error**.
+ + > (3) Detail: type **The Adjustment Percentage must be lower than 15%**.
+ + > (4) Click the ![done icon](../02-configure/images/icon_done.png) icon to complete the definition of this rule.
+ + > (5) Click the ![x icon](../02-configure/images/icon101_x.png) to close the Validations section. + + ![Create Validation](../02-configure/images/hcmconfigimage022.jpg) + + +23. Well done. You have configured a new rule for Non-HR personnel. You can quickly review your changes as they appear in the application. + + > (1) Click on the **Preview** ![preview icon](../02-configure/images/icon014_preview.png) icon in the top right of the screen. +
![caution](../02-configure/images/cautionflagextrasmalltransparent2.png)**Note:** This will open the application in a new browser tab.
+ + ![Create Validation](../02-configure/images/hcmconfigimage023.jpg) + +24. You have re-entered the Change Salary Form. Let’s review the changes. You need to enter the required information before you can move to the next screen. + + > (1) When does the salary will start?: Type a **future date**
+ + > (2) What is the action name?: Select **Change Salary**.
+ + > (3) Why you are changing the salary?: Select **Career Progression**.
+ + > (4) Click **Continue** once complete. + + ![Change Salary Page 2nd page](../02-configure/images/hcmconfigimage024.jpg) + + +25. Note that Annualized Full-Time Salary and Compa-Ratio are no longer visible and Action Reason is now Visible. Now you will test the validation for the Adjustment Amount Percentage. + + > (1) Enter an Adjustment Percentage that is greater than 15% and either **tab** out of the field or press the **Enter** key on the keyboard. + + ![Change Salary Screen 2](../02-configure/images/hcmconfigimage025.jpg) + +26. The system will not allow the user to continue because the Adjustment Percentage exceeds 15%! + + ![Change Salary Screen 2 error message](../02-configure/images/hcmconfigimage026.jpg) + +27. Congratulations! ![checkered flag](../02-configure/images/checkeredflag.jpg) + + > You've completed this Adventure. Please close this tab and the Visual Builder tab and get ready for your next Adventure. + +27. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![AI Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + + +## **Path 2: Extend with new Supplier Screen** + +### **Introduction** + +Oracle Cloud Applications include an embedded tool called Visual Builder. Visual Builder is the same tool that Oracle uses to develop application screens and it's available for you to create additional screens. These screens can leverage both Oracle Cloud Application data and, if necessary, data from external systems. + +### **Objectives** + +In this lab, you will use Visual Builder to create an application screen. + +Estimated Time: 15 minutes + +Do not forget to answer the Adventure Check Point questions at the end of the exercise! + +### **Begin Exercise** + +1. In this lab, you will Use Visual Builder to build a new Supplier Screen. + + ![New Screen Process Flow](../03-extend/images/supplierscreenobjs2.png) + +2. We will now create a new application screen to allow editing of specific supplier information. Oracle Cloud Applications include an embedded tool called Visual Builder. Visual Builder is the same tool that Oracle uses to develop application screens and it's available for you to create additional screens. These screens can leverage both Oracle Cloud Application data and, if necessary, data from external systems. + + > (1) **Click** on the **‘Configuration’** tab.
+ > (2) **Click** on the **‘Visual Builder’** tile
+ + ![Open Visual Builder](../03-extend/images/image001.png) + +3. We have pre-defined a Project. A project collects all the people, tools, and processes you need to complete a unit of work. You can use a project to host source code files, track issues, collaborate on code, and build and deploy your applications. If your team is extending Oracle Cloud Applications, you’ll probably want to set things up so that you have a single project dedicated to work with a single repository for each Application. + + > **Click** on the **‘CloudAdventure’** project + + ![open project](../03-extend/images/image002.png) + +4. Workspaces allow you to segregate units of work within a Project. + + > **Click** on the **‘Manage Workspaces’** link. If your Project has no pre-existing workspaces, you'll be presented with a **‘Go to Workspaces’** button to click instead. The following screenshots show both potential screens. + + ![workspace](../03-extend/images/image003.png) + ![workspace](../03-extend/images/image003b.png) + +5. We'll create a new workspace for our simplified supplier screen + + > (1) **Click** on the **‘New’** ![New drop down](../03-extend/images/icon017_dropdown.png) dropdown
+ > (2) **Select** **‘New Application Extension’** from the resulting dropdown + + ![workspace](../03-extend/images/image004.png) + +6. We'll name our new Extension. + + > (1) **Enter** **‘QuickSupplier#’** in the "'Extension Name'" field.
+ > (2) **Click** the **‘Create’** button + + ![create extension](../03-extend/images/image005.png) + +7. We're now at the Visual Builder homepage. We can configure existing screens, create new ones, or build whole new applications. We can also leverage REST APIs to access Fusion SaaS Data. Supplier data from Oracle ERP/SCM Cloud, so we'll leverage the embedded integration via REST APIs. + + > (1) **Click** the **‘Services’** ![Services Icon](../03-extend/images/icon018_services.png) icon on the left menu. + + ![add UI Screen](../03-extend/images/image006.png) + +8. We can add services from Oracle Cloud Applications or other accessible data sources. + + > (1) **Click** on the **‘+ Service Connection’** button. + + ![create UI](../03-extend/images/image007.png) + +9. There are multiple ways to reference a service. We'll use the included catalog of Oracle Cloud Application services. + + > **Click** on the **‘Select from Catalog’** tile. + + ![view default screen template](../03-extend/images/image008.png) + +10. Services are available for functionality across the Oracle Cloud Applications. + + > **Click** on the **‘‘Enterprise Resource Planning and Supply Chain’** tile. + + ![manage services](../03-extend/images/image009.png) + +11. We'll use the Supplier Service from the ERP/SCM Catalog. + + > (1) **Enter** ‘Suppliers’ in the 'Supplier Name' field.
+ > (2) Enter ‘Suppliers’ in the ‘Filter Objects/Endpoints’ field.
+ > (3) Click the ‘Checkbox’ next to ‘Suppliers’.
+ > (4) Click the ‘Create’ button.
+ + ![create service connect](../03-extend/images/image010.png) + +12. The resulting screen shows additional configuration options for our supplier service, but we'll just use the default settings. We can also see the Endpoints details related to our Suppliers service. + + > **Click** on the **‘Endpoints’** tab as shown. + + ![select from catalog](../03-extend/images/image011.png) + +13. Here we see the various operations and data objects available. This includes Get, Post and Patch operations allowing for query, create and update actions Scrolling this window we can see that other related information is also available, including addresses, attachments, contacts, descriptive flexfields and more. Now we want to start creating our new screen. + + > **Click** on the **‘App UIs’** ![App UIs Icon](../03-extend/images/icon019_apps_uis.png) icon in the left toolbar + + ![select from catalog](../03-extend/images/image012.png) + +14. You can now see the App UI panel on the left hand side. This allows you to create you new page. + + > **Click** on the **‘+ App UI’** button. + + ![select ERP/SCM](../03-extend/images/image013.png) + +15. You can name your App UI. + + > (1) **Enter** **‘QuickSupplierUI’** in the "'App UI Name'" field.
+ > (2) **Click** the **‘Create’** button. + + ![get supplier service](../03-extend/images/image014.png) + +16. Visual Builder has automatically created a default UI leveraging the Oracle provided Redwood template. Redwood is Oracle's design methodology and pre-defined templates, and design patterns are included in Visual Builder to allow you to create applications that look and function just like Oracle delivered applications. + + > **Double-Click** the **‘main-start’** object. + + ![create supplier service](../03-extend/images/image015.png) + +17. Here we see our blank template and a list of some of the provided Redwood design components. We want to start by adding some components to the screen to hold our data. + + > (1) Confirm you’re in the **Components** tab.
+ > (2) Type **Panel** in the **‘filter’** field.
+ > (3) Drag **Panel** to the dashed rectangle object and drop it in the blue columns that appear (4) shown. + + ![create supplier service](../03-extend/images/image016.png) + +18. Next, you'll add a component to the panel. The first component we add with be an Input Text field to allow for searching. + + > (1) Confirm you’re in the **Components** tab.
+ > (2) Type **text** in the **‘filter’** field.
+ > (3) Drag **Input Text** and drop in the blue section that appears when you drop into the Panel (4). + + ![create supplier service](../03-extend/images/image017.png) + +19. In the next 2 steps, you'll add label to your search field and create a page variable. You can start with the label. + + > (1) Type **Enter Supplier Name Search** in the **Label Hint** field on the **General** tab of the **Properties** panel on the right.
+ > (2) Click the **Data** tab in the **Properties** panel.
+ + ![create supplier service](../03-extend/images/image018.png) + +20. Create a page variable to save the contents of your new Input Text field + + > (1) Click the (x) icon on the top right of the Value field. If the (x) is not showing, move your cursor to the Value field and it will appear.
+ > (2) The **Variables** pop-up window will appear. Click **Create** next to the **Page** option. + + ![create supplier service](../03-extend/images/image019.png) + +21. Name your page variable. + + > (1) Type **SupplierSearchString** in the ID Field.
+ > (2) Click the **Create** button. + + ![create supplier service](../03-extend/images/image020.png) + +22. You’ll now add a Table component to the Panel. + + > (1) Enter **Table** in the **‘filter’** field.
+ > (2) Drag **Table** Table to the white space below your text field. Be sure that it’s in the white space just below the text field and not in the brown section further down. + + ![add supplier service to screen](../03-extend/images/image021.png) + +23. You now have a table to hold the data. Next, you’ll add the Supplier data from our REST API. You can use the Quick Start feature to help with this task. + + > (1) Click in the newly created **Table** region.
+ > (2) You should now see the Table Properties region appear on the right. + + ![table layout](../03-extend/images/image022.png) + +24. The Quick Start features simply common tasks. You can use the Add Data Quick Start feature to show data from the Supplier REST API. + + > (1) Click the **'Quick Start'** table in the Table Properties area.
+ > (2) Click the **'Add Data'** tile. + + ![select supplier fields](../03-extend/images/image023.png) + +25. You can see the various Supplier related data available from the Supplier REST API. You’ll just use the Suppliers data for this scenario. + + > (1) Click **'Suppliers'** to expand the Suppliers region.
+ > (2) Click **'Suppliers'** tile.
+ > (3) Click the **Next** button. + + ![finish supplier fields](../03-extend/images/image024.png) + +26. You’ll select a few fields to display on the new screen. This screen will be used to search for Suppliers and allow for quick update of a few pieces of Supplier Data. + + > (1) Click **'Checkbox'** next to the following fields. You’ll need to scroll the Endpoint Structure to see the Supplier field:
+ - Alias
+ - AlternateName
+ - Supplier
+ > (2) Confirm the list of selected fields.
+ > (3) Click the **Next** button. + + ![widen screen handle](../03-extend/images/image025.png) + +27. Here you can configure the search field. + + > (1) Click on the **filterCriterion** field in the Target section of the screen. This will cause a **Click to add condition** option to appear at the bottom of the screen.
+ > (2) Click the **Click to add condition** link. + + ![widen screen](../03-extend/images/image026.png) + +28. The next 3 steps will configure the Condition for the filterCriterion. + + > (1) Type **Supplier** in the first field and pick **Supplier** from the resulting pop-up list (2). + + ![widen screen](../03-extend/images/image027.png) + +29. Next you'll select the Operator + + > (1) Click in the **Operator** field and select **contains ($co)** from the resulting pop-up list (2). + + ![operator selection](../03-extend/images/image028.png) + +30. And now you'll reference the page variable that we created earlier. + + > (1) Click in the **Attribute** field.
+ > (2) Select **$variables.SupplierSearchString** from the resulting pop-up list.
+ > (3) Click in the **Finish** button. + + ![widen screen](../03-extend/images/image029.png) + +31. Notice that the screen auto-queried Supplier Information. You can easily move between Design, Live and Code views of our application. But next, you want the ability to edit data. So, you’ll use the Quick Start again to add an edit page. + + > (1) Confirm that you're on the **Quick Start** tab.
+ > (2) Click the **Add Edit Page** tile. + + ![edit page quick start](../03-extend/images/image030.png) + +32. You can select the same or different fields for out Edit Page. Since the request was to create a simple page, you'll just add a few fields. + + > (1) Click **'Checkbox'** next to the following fields. Note that you will likely need to scroll the list of fields:
+ + - Supplier
+ - SupplierNumber
+ - TaxpayerId
+ + > (2) Confirm the list of selected fields.
+ > (3) Click the **Finish** button. + + ![edit page quick start](../03-extend/images/image031.png) + +33. You're ready to try your new page. + + > Click the **Preview** ![Preview Icon](../03-extend/images/icon016_preview.png) icon on the top right of the screen. + + ![select edit page fields](../03-extend/images/image032.png) + +34. A new browser tab is launched showing our completed application. You now have a fully functioning screen that supports query and update capabilities. + + > (1) Enter your search criteria by entering a string in the **Enter Supplier Name Search** field. You can use **Corp** like shown in the screenshot or enter your **user number (##)** to find the Supplier with your number included as part of the name.
+ > (2) Select a Supplier record by clicking on it (the row will highlight)
+ > (2) Click the **Edit Supplier** button. + + ![finish edit page fields](../03-extend/images/image033.png) + +35. You Edit Supplier screen allows you to update the information and save. The new screen leverages the security and business rules of the application via the standard REST API. + + > (1) Note that the Supplier Number field is non-enterable. That field is non-updateable and that condition automatically carries through to our new screen.
+ > (2) The Taxpayer ID is enterable, but we’ll end here without doing the update. + + ![preview](../03-extend/images/image034.png) + +36. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! + + [![AI Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + +### Summary + +The two tasks of this Extension adventure introduced you to a few of the capabilities that customers can leverage to extend Oracle Fusion Cloud applications. These features allow you to fine tune your Oracle Fusion Cloud Applications for peak performance, business processes tailored to you requirements, and fast, efficient usage. + +You learned how to extend the applications using Oracle Visual Builder Studio to create new screens that leverage both Oracle and non-Oracle data. You also learned how to setup and defined a Guided Journey, which provides your users with the real-time, inline guidance and information required to complete their tasks. + +You also learned how to leverage 3rd party Generative AI capabilities by leveraging external LLMs directly from the Guided Journey feature of Oracle Fusion Cloud Applications. +So, check your with you team, double-check your racing harness and get ready for our next Adventure. + +### Learn More + +- [Extending Oracle Cloud Applications with Visual Builder Studio](https://docs.oracle.com/en/cloud/paas/visual-builder/visualbuilder-building-appui) +- [Overview of Guided Journeys](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/overview-of-guided-journeys.html) +- [Configure User Defined Content Task Type for a Journey](https://docs.oracle.com/en/cloud/saas/human-resources/24c/faijh/configure-user-defined-content-task-type-for-a-journey.html) +- [Oracle Documentation](http://docs.oracle.com) + + + +## Acknowledgements +* **Author** - Charlie Moff, Distinguished Cloud Technologist, Advanced Technology Services; Casey Doody, Cloud Technologist , Advanced Technology Services +* **Contributors** - Sajid Saleem, Master Principal Cloud Technologist, Advanced Technology Services +* **Last Updated By/Date** - Casey Doody, August 2025 + + + diff --git a/apps-cloud-adventure-cio/lab3/images/cloud-adventure-checkpoint-image.png b/apps-cloud-adventure-cio/lab3/images/cloud-adventure-checkpoint-image.png new file mode 100644 index 000000000..08774508a Binary files /dev/null and b/apps-cloud-adventure-cio/lab3/images/cloud-adventure-checkpoint-image.png differ diff --git a/apps-cloud-adventure-cio/lab3/images/icon01_search.png b/apps-cloud-adventure-cio/lab3/images/icon01_search.png new file mode 100644 index 000000000..6e8dcf49a Binary files /dev/null and b/apps-cloud-adventure-cio/lab3/images/icon01_search.png differ diff --git a/apps-cloud-adventure-cio/lab3/images/image001.png 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Studio + +### Introduction + +AI Agent Studio for Fusion Applications is a comprehensive platform for creating, extending, deploying and managing AI Agents and Agent Teams across the enterprise. Oracle AI Agent Studio delivers easy-to-use tools, including advanced testing, robust validation, and built-in security, that helps Oracle Fusion Applications customers and partners create and manage AI agents. Leveraging the same technology that Oracle uses to create AI agents, Oracle AI Agent Studio enables users to easily extend pre-packaged agents and/or create new agents and then deploy and manage them. + +### **Objectives** + +In this activity you will use Oracle Fusion AI Agent Studio to +* Create a Benefits Advisor Document Tool that references you policy documents. +* Create a Benefits Advisor Agent for the above Tool. + +### **Begin Exercise** + +1. In this activity you will learn the power and ease building Agentic AI with the Oracle AI Agent Studio + + ![AI RAG Objectives](../05a-rag-agent-hcm/images/raghcmimage001.jpg) + +2. The first step is to navigate to AI Agent Studio. + + > (1) Click on the **Tools** tab + > (2) Select the **AI Agent Studio** tile + + ![Navigate to AI Agent Studio](../05a-rag-agent-hcm/images/raghcmimage002.jpg) + +3. Next, we're going to create a Tool. + + > (1) Click the ![Tools](../05a-rag-agent-hcm/images/tools.jpg) button/tab at the bottom of the page + + ![Open tools](../05a-rag-agent-hcm/images/raghcmimage003.jpg) + + +4. Tool Creation + + > (1) Click the ![add tool](images/plusadd.jpg) button to create a new tool + + ![Create Tool](../05a-rag-agent-hcm/images/raghcmimage004.jpg) + +5. Here, you will define your first Tool, a Document Tool. This will allow the Agent to use the content of the documents to respond to user questions. + + > (1) Enter the following fields: + * Tool Type: select **Document** from the dropdown
+ * Tool Name: Enter **CIOXX Benefits Document Tool**, where **##** is replaced with your user number.
+ * Family: select **HCM** from the dropdown
+ * Product: select **Benefits** from the dropdown
+ * Description: Enter **Benefits Document Tool**
+ + > (2) Click the ![button](../05a-rag-agent-hcm/images/addw.jpg) button under **Documents**

+ + > (3) **Scroll Down** to see the Documents fields and upload your document. + + ![Edit tool info](../05a-rag-agent-hcm/images/raghcmimage005.jpg) + + +6. ![flag](../05a-rag-agent-hcm/images/cautionflagextrasmalltransparent2.png) **Note:** Now you’ll add the documents to our tool. The documents you will add are located in the **ai documents** folder on your laptop's Desktop. + + > (1) Enter the following fields: + * Name: Enter **CA Benefits Documents**
+ * Status: Select **Ready to publish** from the dropdown
+ * Description: Enter **Benefits Documents**
+ + > (2) Click on the ![Drag-and-drop](../05a-rag-agent-hcm/images/dandd.jpg) region and then select the file (Cloud Adventure Benefits Highlights.pdf) from the **ai-documents** folder on the Desktop. Alternatively, drag and drop the files that folder to the Drag and Drop region.
+ + > (3) Click the **Save** ![Home Icon](../05a-rag-agent-hcm/images/save.jpg) button on the bottom right
+ + > (4) Click the **Create button** ![Create Button](../05a-rag-agent-hcm/images/createw.jpg) on the top right corner of the screen.
+ + ![tool create](../05a-rag-agent-hcm/images/raghcmimage006.jpg) + +7. Now, you'll create your first Agent! You'll do that from the Agent screen within the AI Agent Studio. + + > (1) Click the **Agents** button/tab ![Agent Image](../05a-rag-agent-hcm/images/agentteams.jpg) at the bottom of the page. + + ![Agents Page](../05a-rag-agent-hcm/images/raghcmimage007.jpg) + +8. Here you can see any existing agents. But you want to create one. + + > (1) Click the **+ Add** button ![Add button Image](../05a-rag-agent-hcm/images/plusadd.jpg). + + ![Add Agent](../05a-rag-agent-hcm/images/raghcmimage008.jpg) + +9. Define the details of the Agent. + + > (1) First, you'll enter the fields as described below:
+ * Agent Name: **CIO## Benefits Advisor Agent** where ## is replaced with your user nnumber.
+ * Family: Select **HCM** from the dropown
+ * Product: Select **Benefits** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Benefits Advisor Agent**
+ * Prompt: ![Alert Flat](images/cautionflagextrasmalltransparent2.png) ***Please note that the Prompt is a critical part of the Agent Definition as it provides guidance for the Agent.*** To streamline this step, we've pre-created the prompt. The prompt text is available in the **Prompt - CA Benefits Advisor Agent.txt** file in the **ai-prompts** folder on your desktop. So, please open this file and copy the contents into the Prompt field. Alternatively, you can copy the prompt from the **copy block** below.
+ + > (2) **Scroll Down** to confirm that the entire prompt has been copied into the Prompt field.
+ > (3) Click the Create Button ![Create Button](images/createb.jpg)
+ + ![Create Agent](../05a-rag-agent-hcm/images/raghcmimage009.jpg) + +``` + +AGENT ROLE + +As a Benefits Analyst, your role is to efficiently access and interpret company-specific benefits documents, providing workers with clear, actionable guidance on their eligibility, coverage, and compliance requirements. + +RESPONSIBILITIES + +Your responsibilities include: + +Benefit Policies: + - Clearly explain the eligibility, coverage, and compliance requirements outlined in the company benefits policies. + - Use the CA_Benefits_Document_Tool tool to retrieve policy details when answering questions. + +IMPORTANT GUIDELINES + - Provide concise, factual answers based strictly on the data retrieved. + - Never fabricate or assume information. + - Format your responses clearly and professionally for easy readability. +``` + +10. Now that you have the Agent, you need to add Tools to it. + + > (1) Click the **Tools** ![Tool Icon](../05a-rag-agent-hcm/images/toolhammericon.jpg) button on the left icon bar.
+ > (2) Enter **CIOXX** in the Ask Oracle field, where XX is replaced with your user number, and press the **** key or select **CIOXX** from the resulting dropdown.
+ > (3) Click the ![Agent Image](../05a-rag-agent-hcm/images/plusicon.jpg) icon next to the CA Benefits Document Tool. You may need to click it twice. + + ![add tool](../05a-rag-agent-hcm/images/raghcmimage010.jpg) + + +11. You can confirm the details of tool and continue + + > (1) Click the **+ Add** button ![Add button Image](../05a-rag-agent-hcm/images/addb.jpg). + + ![Add Agent](../05a-rag-agent-hcm/images/raghcmimage011.jpg) + +12. That's it! If necessary, you can add additional tools to your agent. But no additional ones are required for this lab, so you can finish the Agent creation. + + > (1) Click the ![Create button Image](../05a-rag-agent-hcm/images/createw.jpg) button on the top right. + + ![Create Agent](../05a-rag-agent-hcm/images/raghcmimage012.jpg) + +13. You’ve just created your first AI Agent. In the next lab you will put this agent to work as part of an Agent Team. + + ![Add Tools Create](../05a-rag-agent-hcm/images/raghcmimage013.jpg)
+ + + +## Path 2: Create an External Agent and Assemble a Team + +### Introduction + +AI Agent Studio for Fusion Applications is a comprehensive platform for creating, extending, deploying and managing AI Agents and Agent Teams across the enterprise. Oracle AI Agent Studio delivers easy-to-use tools, including advanced testing, robust validation, and built-in security, that helps Oracle Fusion Applications customers and partners create and manage AI agents. Leveraging the same technology that Oracle uses to create AI agents, Oracle AI Agent Studio enables users to easily extend pre-packaged agents and/or create new agents and then deploy and manage them. + + +### **Objectives** + +In this activity you will use Oracle Fusion AI Agent Studio to +* Create an External API Agent that leverages an existing External API to access vehicle recall information. +* Create and assemble an Agent Team that includes the Maintenance Work Order Agent, Install Base Asset Agent, and the External API Agent you just created. +* Perform a quick test of the Agent team and publish. + + +### **Begin Exercise** + + +1. In this activity you will learn the power and ease building Agentic AI with the Oracle AI Agent Studio + + ![AI RAG Objectives](../06a-external-agent-scm/images/scmaconfigimage001.jpg) + +2. The first step is to navigate to AI Agent Studio. + + > (1) Click on the **Tools** tab
+ > (2) Select the **AI Agent Studio** tile + + ![Navigate to AI Agent Studio](../06a-external-agent-scm/images/scmaconfigimage002.jpg) + +3. Next, you'll create an AI Agent. + + > 1. Click the ![Agents](images/agentsbutton.jpg) button/tab at the bottom of the page + + ![Open tools](../06a-external-agent-scm/images/scmaconfigimage003.jpg) + + +4. Add an Agent. + + > 1. Click the ![add tool](images/plusadd.jpg) button to create a new Agent + + ![Create Agent Team](../06a-external-agent-scm/images/scmaconfigimage004.jpg) + +5. Define the Agent. + + > (1) Enter the fields as described below: + * Agent Name: **CIOXX External Vehicle Recall Agent** where XX is replaced with your user number.
+ * Family: Select **SCM** from the dropdown
+ * Product: Select **Maintenance** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **External Vehicle Recall Agent**
+ * Prompt: ![Alert Flat](images/cautionflagextrasmalltransparent2.png) ***Please note that the Prompt is a critical part of the Agent Definition as it provides guidance for the Agent.*** To streamline this step, we've pre-created the prompt. The prompt text is available in the **Prompt - External Vehicle Recall Agent.txt** file in the **ai-prompts** folder on your desktop. So, please open this file and copy the contents into the Prompt field. Alternatively, you can copy the prompt from the **copy block** below.
+ + > (2) **Scroll Down** to confirm that the entire prompt has been copied into the Prompt field.
+ > (3) Click the Create Button ![Create Button](images/createb.jpg)
+ + ![Create Tool](../06a-external-agent-scm/images/scmaconfigimage005.jpg) + +``` +AGENT ROLE +As a Vehicle Recall Analyst, your role is to efficiently access vehicle recall information, providing users with clear information on any recalls related to their vehicle based on vehicle make, vehicle model and vehicle model year. + +RESPONSIBILITIES + +Your responsibilities include: + +Vehicle Recall Information: + +- Clearly provide with clear information on any recalls related to their vehicle based on vehicle make, vehicle model and vehicle model year. +- Use the 1st word of the Asset description as vehicle make. +- Use the 2nd word of the Asset description as vehicle model. +- Use "2025" as the vehicle model year +- Use the CA_EXTERNAL_VEHICLE_RECALL_API_TOOL to retrieve policy details when answering questions. + +IMPORTANT GUIDELINES + + - Provide concise, factual answers based strictly on the data retrieved. + - Never fabricate or assume information. + - Format your responses clearly and professionally for easy readability. + ``` + +6. You’ve defined your Agent, so it’s time to add a tool. + + > (1) Click the ![Agent Icon](images/toolhammericon.jpg)
+ > (2) Enter **F1** in the Ask Oracle field and press the **Enter** key or select **F1** from the resulting dropdown.
+ > (3) Click the ![Agent Image](../05a-rag-agent-hcm/images/plusicon.jpg) icon next to the **F1 External Vehicle Tool**.
+ > (4) You may need to click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon a second time. + + ![Add Agent](../06a-external-agent-scm/images/scmaconfigimage006.jpg) + +7. You can confirm the details of tool and continue + + > (1) Click the **+ Add** button ![Add button Image](../05a-rag-agent-hcm/images/addb.jpg). + + ![Add Agent](../06a-external-agent-scm/images/scmaconfigimage007.jpg) + +8. That's it! If necessary, you can add additional tools to your agent. But no additional ones are required for this lab, so you can finish the Agent creation. + + > (1) Click the ![Create button Image](../05a-rag-agent-hcm/images/createw.jpg) button on the top right. + + ![Create Agent](..//06a-external-agent-scm/images/scmaconfigimage008.jpg) + +9. You have created your first Agent. Now, you’ll create an Agent Team with a Supervisory Agent and assign some Worker Agents. + + > 1. Click the ![Agent Teams](../05b-agent-team-hcm/images/agentteams.jpg) button/tab at the bottom of the page + + ![Open tools](../06a-external-agent-scm/images/scmaconfigimage009.jpg) + +10. Create an Agent Team. + + > 1. Click the ![add tool](../05b-agent-team-hcm/images/plusadd.jpg) button to create a new Agent Team + + ![Create Agent Team](../06a-external-agent-scm/images/scmaconfigimage010.jpg) + +11. Define the Agent Team. + + > (1) Enter the fields as described below: + * Agent Team Name: **CIOXX Asset Maintenance Agent Team** where XX is replaced with your user number.
+ * Family: Select **SCM** from the dropdown
+ * Product: Select **Maintenance** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Asset Maintenance Agent Team**
+ + > (2) Click the **Create** button ![Create Button](../05b-agent-team-hcm/images/createb.jpg) on the bottom right. + + ![Create Tool](../06a-external-agent-scm/images/scmaconfigimage011.jpg) + +12. You’ve defined your Agent Team, so it’s time to add agents. You can start with a Supervisor Agent. + + > (1) Click the ![Agent Icon](../05b-agent-team-hcm/images/agenticon.jpg)
+ > (2) Click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon next to **New Supervisor Agent**. + + ![Create Agent](../06a-external-agent-scm/images/scmaconfigimage012.jpg) + +13. Define Supervisor Agent Details. + + > (1) Enter the fields as described below: + * Agent Team Name: **CIOXX Asset Maintenance Supervisor Agent** where XX is replaced with your user number.
+ * Family: Select **SCM** from the dropdown
+ * Product: Select **Maintenance** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Asset Maintenance Supervisor Agent**
+ + > (2) Click the **Create** button ![Create Button](images/createb.jpg) on the bottom right. + + ![Create Agent](../06a-external-agent-scm/images/scmaconfigimage013.jpg) + +14. Next you'll add some worker agents. You can scroll through the list of available agents, or use the Ask Oracle field to filter the results. You'll do the latter. + + > (1) Enter **F1** in the Ask Oracle field and press the **Enter** key or select **F1** from the resulting dropdown.

+ > ![Create Button](../06a-external-agent-scm/images/cautionflagextrasmalltransparent2.png) Note that Steps 2 and 3 are the same. The first click activates that region and the second actually adds the agent.
+ > (2) Click the ![Create Button](../06a-external-agent-scm/images/plusicon.jpg) icon next to **F1 Installed Base Asset Agent.**.
+ > (3) You may need to click the ![Create Button](../06a-external-agent-scm/images/plusicon.jpg) icon a second time.
+ + ![Add Tool](../06a-external-agent-scm/images/scmaconfigimage014.jpg) + +15. You can review the details of the agent. + + > 1. Click the **Add** button ![Add Button](../05b-agent-team-hcm/images/addb.jpg). + + ![Add Tools Complete](../06a-external-agent-scm/images/scmaconfigimage015.jpg) + +16. Add the F1 Maintenance Work Order Agent + + > (1) Click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon next to **F1 Maintenance Work Order Agent**.
+ + ![Add Tools Complete](../06a-external-agent-scm/images/scmaconfigimage016.jpg) + +17. You can review the details of the agent. + + > (1) Click the **Add** button ![Add Button](../05b-agent-team-hcm/images/addb.jpg). + + ![Add Tools Complete](../06a-external-agent-scm/images/scmaconfigimage017.jpg) + +18. Add the CIOXX External Vehicle Recall Agent + + > (1) Delete your previous Ask Oracle filter and enter **CIOXX** in the Ask Oracle Filter, where XX is replaced with your user number, and press the **Enter** key or select **CIOXX** from the resulting dropdown.
+ > (2) Click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon next to **CIOXX External Vehicle Recall Agent.**, where XX is replaced with your user number.
+ > (3) You may need to click the ![Create Button](../06a-external-agent-scm/images/plusicon.jpg) icon a second time.
+ + ![Add Tools Complete](..//06a-external-agent-scm/images/scmaconfigimage018.jpg) + +19. You can review the details of the agent. + + > (1) Click the **Add** button ![Add Button](../05b-agent-team-hcm/images/addb.jpg). + + ![Add Tools Complete](..//06a-external-agent-scm/images/scmaconfigimage019.jpg) + +20. Your Agent Team is ready, but you should do a quick test. + + > 1. Click the **Debug** icon ![debug icon](../06a-external-agent-scm/images/debugarrow.jpg) on the top left of the screen. It's the one that looks like the Play arrow. + + ![start debug](../06a-external-agent-scm/images/scmaconfigimage020.jpg)
+ +21. The Agent is now ready for your questions. + + > 1. In the **Ask Oracle** dialog box at the bottom of the screen, type **Help** and hit the return key or click the **Up Arrow** icon ![up arrow icon](../05b-agent-team-hcm/images/uparrow.jpg) + + ![agent dialogue 1](../06a-external-agent-scm/images/scmaconfigimage021.jpg)
+ +22. The Agent will show detailed logs along with source and processing information (yellow boxes). This debug information will not be displayed to end-users once deployed. Once the Agent responds, you are ready to move to the next step. + + > 1. Click the ![x icon](../06a-external-agent-scm/images/icon14_x2.png) icon in the upper right of the screen to close the Agent interaction + + ![agent dialogue 2](../06a-external-agent-scm/images/scmaconfigimage022.jpg)
+ +23. Your Agent Team is ready, so let's Publish it. In the next Adventure, you'll use this published Agent Team and make it available to end users. + + > (1) Click the Publish button on the top right. + + ![Add Tools Complete](../06a-external-agent-scm/images/scmaconfigimage023.jpg) + +### Learn More + +* [AI Agent Studio Solution Brief](https://www.oracle.com/a/ocom/docs/applications/fusion-apps-ai-agent-studio-solution-brochure.pdf) +* [AI Agents for Fusion Applications](https://www.oracle.com/applications/fusion-ai/ai-agents/) +* [AI for Fusion Applications](https://www.oracle.com/applications/fusion-ai/) +* [Oracle Documentation](http://docs.oracle.com) + +## Acknowledgements + +* **Author** - Stephen Chung, Principal SaaS Cloud Technologist, Sajid Saleem, Master Principal SaaS Cloud Technologist, Charlie Moff, Distinguished SaaS Cloud Technologist, and the rest of the Cloud Adventure Team +* **Contributors** - The Cloud Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated 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Oracle AI Agent Studio delivers easy-to-use tools, including advanced testing, robust validation, and built-in security, that helps Oracle Fusion Applications customers and partners create and manage AI agents. Leveraging the same technology that Oracle uses to create AI agents, Oracle AI Agent Studio enables users to easily extend pre-packaged agents and/or create new agents and then deploy and manage them. + + +### **Objectives** + +In this activity you will use Oracle Fusion AI Agent Studio to +* Create and assemble an Agent Team that includes your previously created Benefits Advisor Agent and FMLA Absence Agent. +* Test the Agent Team + +### **Begin Exercise** + +1. In this activity you will learn the power and ease building Agentic AI with the Oracle AI Agent Studio + + ![AI RAG Objectives](../05b-agent-team-hcm/images/extendwithairag.jpg) + +2. The first step is to navigate to AI Agent Studio. + + > (1) Click on the **Tools** tab
+ > (2) Select the **AI Agent Studio** tile + + ![Navigate to AI Agent Studio](../05b-agent-team-hcm/images/benimage002.jpg) + +3. You’ve previously created your first Agent. Now, you’ll create an Agent Team with a Supervisory Agent and assign some Worker Agents. + + > 1. Click the **Agent Teams** button/tab ![Agent Teams](../05b-agent-team-hcm/images/agentteams.jpg) at the bottom of the page + + ![Open tools](../05b-agent-team-hcm/images/benimage003.jpg) + + +4. Create an Agent Team. + + > 1. Click the ![add tool](../05b-agent-team-hcm/images/plusadd.jpg) button to create a new Agent Team + + ![Create Agent Team](../05b-agent-team-hcm/images/benimage004.jpg) + +5. Define the Agent Team. + + > (1) Enter the fields as described below: + * Agent Team Name: **CIOXX Benefits Agent Team** where XX is replaced with your user number.
+ * Family: Select **HCM** from the dropdown
+ * Product: Select **Benefits** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Agent Team for Benefits and FMLA**
+ + > (2) Click the **Create** button ![Create Button](../05b-agent-team-hcm/images/createb.jpg) on the bottom right. + + ![Create Tool](../05b-agent-team-hcm/images/benimage005.jpg) + + +6. You’ve defined your Agent Team, so it’s time to add a Supervisor agent. + + > (1) Click the **Agents** icon ![Agent Icon](../05b-agent-team-hcm/images/agenticon.jpg) on the top of the left icon tool bar.
+ + > (2) Click the **+** icon ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) next to **New Supervisor Agent**. + + ![Create Agent](../05b-agent-team-hcm/images/benimage006.jpg) + +7. Define Supervisor Agent Details. + + > (1) Enter the fields as described below: + * Agent Team Name: **CIOXX Benefits Supervisor Agent** where XX is replaced with your user number.
+ * Family: Select **HCM** from the dropdown
+ * Product: Select **Benefits** from the dropdown
+ * Maximum Interactions: **10**
+ * Description: **Supervisor Agent for Benefits and FMLA**
+ + > (2) Click the **Create** button ![Create Button](../05b-agent-team-hcm/images/createb.jpg) on the bottom right. + + ![Create Agent](../05b-agent-team-hcm/images/benimage007.jpg) + +8. Next you'll add some worker agents. You can scroll through the list of available agents, or use the Ask Oracle field to filter the results. You'll do the latter. + + > (1) Enter **XX**, where XX is replaced with your user number, in the Ask Oracle field and press the **** key or select **XX** from the resulting dropdown.
+ > ![Create Button](../05b-agent-team-hcm/images/cautionflagextrasmalltransparent2.png) Note that Steps 2 and 3 are the same. The first click activates that region and the second actually adds the agent.
+ > (2) Click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon next to **CIOXX Benefits Advisor Agent**, where XX is replaced with your user number.
+ > (3) You may need to click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon a second time. + + ![Add Tool](../05b-agent-team-hcm/images/benimage008.jpg) + +9. You can review the details of the agent before adding. + + > 1. Click the ![Add Button](../05b-agent-team-hcm/images/addb.jpg) button on the bottom right of the screen. + + ![Add Tools Complete](../05b-agent-team-hcm/images/benimage009.jpg)
+ +10. You'll add one more worker agent. First, you'll filter on something different. + + > (1) Delete your previous Ask Oracle filter and enter **F1** in the Ask Oracle Filter and press the key or select **F1** from the resulting dropdown.

+ + > ![Create Button](../05b-agent-team-hcm/images/cautionflagextrasmalltransparent2.png) Note that Steps 2 and 3 are the same. The first click activates that region and the second actually adds the agent.

+ + > (2) Click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon next to **F1 FMLA Absence Agent.**, where XX is replaced with your user number.
+ + > (3) You may need to click the ![Create Button](../05b-agent-team-hcm/images/plusicon.jpg) icon a second time.
+ + ![Add Tool](../05b-agent-team-hcm/images/benimage010.jpg) + +11. You can review the details of the agent. + + > 1. Click the **Add** button ![Add Button](../05b-agent-team-hcm/images/addb.jpg). + + ![Add Tools Complete](../05b-agent-team-hcm/images/benimage011.jpg)
+ +12. Your Agent Team, with a Supervisory Agent and two Worker Agents is complete. We can now hide the left Agents panel to see our full Agent Team. + + > 1. Click the **Agents** icon ![debug icon](../05b-agent-team-hcm/images/agenticon.jpg) on the top left of the screen. You can see that the left panel is now hidden and you can see the entire Agent Team + + ![start debug](../05b-agent-team-hcm/images/benimage012.jpg)
+ + +13. Feel free to admire your newly created Agent Team. Time to test it and see how it responds to your requests. + + > 1. Click the **Debug** icon ![debug icon](../05b-agent-team-hcm/images/debugarrow.jpg) on the top left of the screen. It's the one that looks like the Play arrow. + + ![start debug](../05b-agent-team-hcm/images/benimage013.jpg)
+ +14. The Agent is now ready for your questions. + + > 1. In the **Ask Oracle** dialog box at the bottom of the screen, type **Please summarize benefits available to me** and hit the return key or click the **Up Arrow** icon ![up arrow icon](../05b-agent-team-hcm/images/uparrow.jpg) + + ![agent dialogue 1](../05b-agent-team-hcm/images/benimage014.jpg)
+ +15. The Agent will respond with information. In this Debug mode, the Agent will also show you source and processing information (yellow boxes). These will not be available to end-users once deployed. + + > The Agent responds with information, so we’ll ask an additional question. + + > 1. In the **Ask Oracle** dialog box on the bottom right of the screen, enter **What about FMLA benefits** and hit the **Enter key** or click the **Up Arrow** icon ![up arrow icon](../05b-agent-team-hcm/images/uparrow.jpg) + + ![agent dialogue 2](../05b-agent-team-hcm/images/benimage015.jpg)
+ +16. The Agent checks with HCM Cloud and confirms existing leave requests, if any. It also offers to create a new request for you if you provide the requested start and end dates. + + You decide to tell the Agent that you’re interested in creating an FMLA absence, but you do so without initially providing the requested dates. + + > 1. In the **Ask Oracle** dialog box on the bottom right of the screen, enter **I would like to create FMLA absence** and hit the return key or click the **Up Arrow** icon ![up arrow icon](../05b-agent-team-hcm/images/uparrow.jpg) + + ![agent dialogue 3](../05b-agent-team-hcm/images/benimage016.jpg)
+ +17. The Agent reminds you that you need to provide start and end dates before the Agent can create the absence request. + + > 1. In the **Ask Oracle** dialog box on the bottom right of the screen, enter **Start Date is 2025-10-28 End Date is 2025-10-29** and hit the return key or click the **Up Arrow** icon ![uparrow icon](../05b-agent-team-hcm/images/uparrow.jpg) + + ![agent dialogue 3](../05b-agent-team-hcm/images/benimage017.jpg)
+ +18. The agent confirms that your request has been created. + + > 1. Review AI Agent Response + > 2. Click the x icon in the upper right to close the debug screen. + + ![agent dialogue 3](../05b-agent-team-hcm/images/benimage018.jpg)
+ +19. Let’s go back to the homepage so we can confirm the creation of our absence. + + > 1. Click the Home **Ask Oracle** icon ![up arrow icon](../05b-agent-team-hcm/images/icon012_home.png) on the top right. + + ![agent dialogue 3](../05b-agent-team-hcm/images/benimage019.jpg)
+ +20. The AI Agent has created your absence request and now you want to find it. + + > 1. In the Search field, type **existing absence** and select **Existing Absences - Me** from the resulting dropdown. + + ![agent dialogue 3](../05b-agent-team-hcm/images/benimage020.jpg)
+ +35. There it is! ![up arrow icon](../05b-agent-team-hcm/images/checkeredflag.jpg) + + > ![agent dialogue 3](../05b-agent-team-hcm/images/benimage021.jpg)
+ +36. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Cloud Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + + +## **Path 2: Create a Guided Journey and Embed your AI Agent Team** + +### **Introduction** + +AI Agent Studio for Fusion Applications is a comprehensive platform for creating, extending, deploying and managing AI Agents and Agent Teams across the enterprise. Oracle AI Agent Studio delivers easy-to-use tools, including advanced testing, robust validation, and built-in security, that helps Oracle Fusion Applications customers and partners create and manage AI agents. Leveraging the same technology that Oracle uses to create AI agents, Oracle AI Agent Studio enables users to easily extend pre-packaged agents and/or create new agents and then deploy and manage them. + + +### **Objectives** + +In this activity you will embed your AI Agent Team in the application for use by end users. +* Create a Guided Journey and Task that references the AI Agent Team. +* Use Visual Builder Studio to Configure the My Maintenance Work page with the Guided Journey. +* Interact with your AI Agent + + +### **Begin Exercise** + + +1. In this activity, you will embed your AI Agent Team in the application for use by end users. + + ![AI Embed Objectives](../06b-embed-agent-scm/images/scmimage001.jpg) + +2. The first step will involve creating a Guided Journey. A Guided Journey allows you to embed specific information in standard applications. In addition to using a Guided Journey to embed an AI Agent (today's example), Guided Journeys can also embed documents, analytics, URLs, Learning, Videos and more. And like all configurations, Guided Journey configurations are automatically maintained during the release update process. + + > (1) Enter **Guided Journey** in the search field
+ > (2) Select the **Guided Journey** from the resulting dropdown. + + ![Navigate to Guided Journeys](../06b-embed-agent-scm/images/scmimage002.jpg) + +3. You'll create your Guided Journey here. It's quite simple. + + > (1) Click the ![Plus create button](../06b-embed-agent-scm/images/plus-create.jpg) button. + + ![Open tools](../06b-embed-agent-scm/images/scmimage003.jpg) + + +4. Name your Guided Journey. + + > (1) Enter Name: **CIOXX Guided Journey** where **XX** is replaced with your user number.
+ > (2) Click the ![create draft](../06b-embed-agent-scm/images/create-draft.jpg) button. + + ![Create Guided Journey Header](../06b-embed-agent-scm/images/scmimage004.jpg) + +5. Next, you'll add a Task to this Guided Journey. This is where we specify a Task Type of Agent and reference the Maintenance Agent Team you've assembled. + + > (1) Click the ![plus Add](../06b-embed-agent-scm/images/plusadd.jpg) button under the **Tasks** section. This will pop out the New Task panel from the right.

+ + > (2) Enter the fields as described below: + * Task Name: **Maintenance Guided Journey Task**
+ * Task Description: **Maintenance Guided Journey Task**
+ * Add Instructions: **Enables Maintenance Agent Team in Application UI**
+ * Task Type: **Agent** from the dropdown
+ * Agent Type: **Workflow Agent** from the dropdown
+ * Workflow Agent: **CIOXX Asset Maintenance Agent Team** where **XX** is your user number from the drop-down.
+ + > (3) Click the **Save** button ![Create Button](../06b-embed-agent-scm/images/savedark.jpg) on the bottom right. + ![enter guided journey task information](../06b-embed-agent-scm/images/scmimage005.jpg) + + +6. You’re almost done with the Guided Journey creation. The last step is to Activate it to make it available for use. + + > (1) Click the Activate button ![Activate button](../06b-embed-agent-scm/images/activate.jpg) on the top right
+ + > (2) Click the Home icon ![Home Button](../06b-embed-agent-scm/images/home.jpg) in the top toolbar to return to the application home page and get ready for the next step. + + ![activate the journey and go home](../06b-embed-agent-scm/images/scmimage006.jpg) + +7. Now, you'll go to the screen where you will embed the AI Agent Team using the Guided Journey we created. + + > (1) Enter **My Maintenance Work** in the search field and select **My Maintenance Work** from the resulting dropdown. + + ![search for my maintenance work](../06b-embed-agent-scm/images/scmimage007.jpg) + +8. You'll use Visual Builder to configure the page with the Guided Journey. + + > (1) Confirm that **M001 - Seattle Maintenance** is the organization selected in the My Maintenance Work dropdown at the top of the screen. If not, select **M001 - Seattle Maintenance** from the dropdown.
+ > (2) Click the **logged in user icon** icon next to the bell icon in the top right corner and then select **Edit Page in Visual Builder Studio** from the resulting dropdown.
+ + ![launch visual builder studio](../06b-embed-agent-scm/images/scmimage008.jpg) + +9. You may see multiple projects available. This allows you to use Visual Builder for various projects, each with their own team and development lifecycle. + + > 1. If multiple projects are displayed, highlight the **Application Extensions** project and then click the Select button ![Select Button](../06b-embed-agent-scm/images/select.jpg) on the bottom right of the screen. + + ![select project](../06b-embed-agent-scm/images/scmimage009.jpg)
+ +10. You can now configure various aspects of the My Maintenance Work screen. The Journey is simple as it's the first page property on the list. + + > (1) Enter **CIOXX\_GUIDED\_JOURNEY** in the **journeycode** field on the right **Page Properties** panel.
+ + > (2) Click the **Preview** icon ![Preview Button](../06b-embed-agent-scm/images/preview.png) on the toolbar on the top right of the page. This will launch a new tab showing your newly configured screen in a full-functioning preview mode.
+ + ![Configure Journey Property and Preview](../06b-embed-agent-scm/images/scmimage010.jpg) + +11. You can see that the Guided Journey is displayed as an *Ask Oracle** banner. + + > 1. Click the **Ask Oracle** button ![Ask Oracle Button](../06b-embed-agent-scm/images/ask-oracle.jpg). + + ![Launch Ask Oracle](../06b-embed-agent-scm/images/scmimage011.jpg)
+ +12. The Agent appears in a panel pop-out from the right. You can interact with your agent via the Ask Oracle field at the button of the pop-out panel. Based on your defined agent, you can ask about Assets, Maintenance, Warranties and even have the Agent create a Maintenance Work Order for your asset. + + > 1. Interact with your agent via the **Ask Oracle** field at the bottom. Type **What is the manufacturers maintenance schedule for asset CIOXX-RIDGELINE** where XX is the number in your user login and press enter or click the up arrow ![up arrow](../06b-embed-agent-scm/images/uparrow.jpg). + + ![start debug](../06b-embed-agent-scm/images/scmimage012.jpg)
+ +13. You can check on warranty information. + + > 1. Type **Give me information on warranty** and press enter or click the up arrow ![checkered flag](../06b-embed-agent-scm/images/uparrow.jpg). + + ![start debug](../06b-embed-agent-scm/images/scmimage013.jpg)
+ +14. You can check for recalls or any existing maintenance work orders. + + > 1. Type **Are there any outstanding recalls** and press enter or click the up arrow ![checkered flag](../06b-embed-agent-scm/images/uparrow.jpg). + + ![start debug](../06b-embed-agent-scm/images/scmimage014.jpg)
+ +15. If there are any recalls, you can create a Maintenance Work order to take care of it. Fortunately, the AI Agent is going to help you! + + > 1. Type **Please create a maintenance work order for this recall** and press enter or click the up arrow ![checkered flag](../06b-embed-agent-scm/images/uparrow.jpg). + + ![start debug](../06b-embed-agent-scm/images/scmimage015.jpg)
+ +16. The Agent may identify an existing Worker and ask you to confirm that you'd like to create a new work order. + + > 1. Type **Please create a new work order** and press enter or click the up arrow ![checkered flag](../06b-embed-agent-scm/images/uparrow.jpg). + + ![start debug](../06b-embed-agent-scm/images/scmimage016.jpg)
+ +17. The agent has created your Work Order. You can end the Adventure here, but if you'd like to verify, you can close the Agent and query your new Work Order. We won't provide instructions, but believe you can find your new work order by leveraging the information you've gained during this Adventure. + + > 1. Click the **x** in the upper right. + + ![start debug](../06b-embed-agent-scm/images/scmimage017.jpg)
+ +18. Congratulations. ![checkered flag](../06b-embed-agent-scm/images/checkeredflag.jpg) You've finished the creation and deployment of the AI Agent Team, making it easy for your users to leverage the power of Oracle AI. + + +19. Adventure awaits, click on the image, show what you know and rise to the top of the leader board!!! + + [![Cloud Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + +### Summary + +As you have seen here, AI Agent Studio puts customers in the driver’s seat, helping empower you to design the future of AI in your organizations on top of a bedrock of trust and safety. AI Agent Studio includes a built-in testing environment, validation, and traceability tools to confirm accuracy. Oracle maintains the same data controls at a user level, which means no individual sees data or AI recommendations that they’re not permitted to see. + +AI Agent Studio empowers enterprises to configure and build AI agents that extend their workforce and help achieve new levels of productivity. It allows you to harness the full potential of AI agents and transform the way work gets done in your organization. +AI Agent Studio is a design-time environment that provides a set of tools to create, customize, validate, and deploy GenAI features and AI agents to meet the specific needs of the organization. It is the same unified environment Oracle uses to internally build agents, made available now to customers and partners to customize and extend agents from Oracle-provided pre-configured templates or to create new agents and multi-agent workflows. + +Like our AI capabilities, Oracle AI Agent Studio was built natively into Fusion Cloud Applications on our trusted, high performance Oracle Cloud Infrastructure (OCI), which means it can easily and securely access Fusion knowledge stores, tools, and APIs and allows agents to be deployed directly into the flow of work. This approach means maximum flexibility and customization without sacrificing reliability or performance. + +**You have successfully completed the Activity! + + +### Learn More + +* [AI Agent Studio Solution Brief](https://www.oracle.com/a/ocom/docs/applications/fusion-apps-ai-agent-studio-solution-brochure.pdf) +* [AI Agents for Fusion Applications](https://www.oracle.com/applications/fusion-ai/ai-agents/) +* [AI for Fusion Applications](https://www.oracle.com/applications/fusion-ai/) +* [Oracle Documentation](http://docs.oracle.com) + + + +## Acknowledgements +* **Author** - Charlie Moff, Distinguished Cloud Technologist, Advanced Technology Services; Casey Doody, Cloud Technologist , Advanced Technology Services +* **Contributors** - Sajid Saleem, Master Principal Cloud Technologist, Advanced Technology Services +* **Last Updated By/Date** - Casey Doody, August 2025 \ No newline at end of file diff --git a/apps-cloud-adventure-cio/lab5/images/cloud-adventure-checkpoint-image.png 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--git a/apps-cloud-adventure-cio/lab5/images/image100objs.png b/apps-cloud-adventure-cio/lab5/images/image100objs.png new file mode 100644 index 000000000..e098a812e Binary files /dev/null and b/apps-cloud-adventure-cio/lab5/images/image100objs.png differ diff --git a/apps-cloud-adventure-cio/lab5/lab5.md b/apps-cloud-adventure-cio/lab5/lab5.md new file mode 100644 index 000000000..68530bf22 --- /dev/null +++ b/apps-cloud-adventure-cio/lab5/lab5.md @@ -0,0 +1,359 @@ +# Create AI + + + +## **Path 1: ERP & HCM: Unify finance and workforce-related data to understand changing workforce dynamics and gain comprehensive insights** + +### **Introduction** + +Oracle Fusion Data Intelligence Platform (FDI) is a family of prebuilt, cloud native analytics applications for Oracle Cloud Applications that provides line-of-business users with ready-to-use insights to improve decision-making. + +It is a Cloud application that delivers best-practice Key Performance Indicators (KPIs) and deep analyses to help decision-makers run their businesses and individual contributors to operate their businesses. Oracle Fusion Data Intelligence Platform is built on top of Oracle Analytics Cloud and Oracle Autonomous Data Warehouse. This packaged service starts with Oracle Fusion Cloud Applications which you can deploy rapidly, personalize, and extend. The service extracts data from your Oracle Fusion Cloud Applications and loads it into an instance of Oracle Autonomous Data Warehouse. Business users can then create and customize dashboards in Oracle Analytics Cloud. It empowers business users with industry-leading, AI-powered, self-service analytics capabilities for data preparation, visualization, enterprise reporting, augmented analysis, and natural language processing. + +This activity guide helps business users to investigate and research data, ask relevant questions to understand Trends, Patterns and Outliers. + +### **Objectives** + +In this activity, you will Create analytics to unify finance and workforce-related data to understand changing workforce dynamics and gain comprehensive insight. + +Estimated Time: 15 minutes + +Do not forget to answer the Adventure Check Point questions at the end of the exercise! + +### **Begin Exercise** + +1. In this activity, you will Create analytics across different lines of business to derive better business insights. + + Cross-functional reporting analysis between ERP & HCM involves integrating data from core business operations finance with workforce-related data (such as employee performance, payroll, and workforce planning) providing comprehensive insights for decision-making, enabling organizations to align their human resource strategies with broader business objectives. + + ![Analytics OBJs](../09-analytics/images/analytics_objs1.png) + +2. Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud-native analytics applications for Oracle Cloud Applications that provide line-of-business users with ready-to-use insights to improve decision-making. + + > (1) Click on the **‘Analytics’** tab
+ > (2) Click on **‘Fusion – Analytics Data Intelligence’** icon
+ + ![Login](../09-analytics/images/image001.png) + +3. After a successful login, you will land on the Oracle Analytics home page. + + > (1) Enter assigned username and Fusion Analytics Password
+ + > (2) Click on the ‘Sign In’
+ + ![Login](../09-analytics/images/image023.png) + +4. A finance Watchlist comprising several Tiles is available on the home page. + + One metric that draws my attention is Margin, which is trending low. + + Two attributes that influence Margin are Revenue and Cost. Since revenue seems to be increasing, let's investigate Cost. + + > On the Margin Tile locate the **Open Workbook** ![Open Workbook Icon](../09-analytics/images/icon001.png) Icon on the top right corner and click on it. + + ![Analytics home](../09-analytics/images/image002.png) + +5. This action expands the Tile and opens the workbook. + + Let's now set the workbook to design mode so that we can add cost elements. + + > Click on the Edit Icon ![Edit Icon](../09-analytics/images/icon002.png) as shown in the image.
+ + Instead of building manually, let's use the Auto Insights feature. + + + > Click on the Auto Insights Icon ![Auto Insights Icon](../09-analytics/images/icon003.png) as shown in the image. + + ![Workbook Design Mode](../09-analytics/images/image003.png) + +6. Next, let’s expand the Auto Insights pane for better observability. + + > Click on the Expand / Shrink Icon ![Expand / Shrink Icon ](../09-analytics/images/icon004.png) as shown in the image. + + ![Workbook Design Mode](../09-analytics/images/image004.png) + +7. The Auto Insights function has crawled the data set and brought expense-related information critical to our analysis. Let’s use the Top 10 Expenses by expense categories. + + > (1) Locate the “Top 10 Expense Categories by Expenses” insight and click the Add Icon ![Add Icon ](../09-analytics/images/icon006.png) shown in the image. This will add the Insight to the Canvas.
+ + > (2) Click on the **x** sign to close the Insights pane. + + ![Auto insights view](../09-analytics/images/image007.png) + +8. Now, we can compare margin and cost side by side. + + Payroll expenses emerge as the highest cost. We will delve deeper into payroll expenses to identify their components. + + Our next step involves integrating Human Resources data into our analysis. + + ![Analytics view 1](../09-analytics/images/image008.png) + +9. Combining datasets from multiple “Lines of Business” allows an individual to conduct a deep dive into the actual problems. + + > (1) Expand the HCM Core transactions data set from the Data Panel on the left.
+ + > (2) At the bottom of the Page, click the plus icon ![plus icon](../09-analytics/images/icon007.png) to add another Canvas, **Canvas 2**.
+ + > (3) While holding “Shift,” multi-select the Amount and Account columns and drag them onto Canvas 2. + + ![Analytics view 2](../09-analytics/images/image009.png) + + > (1) Change the chart to a “Stacked Bar” type to visualize the data better.
+ + > (2) Follow steps 1 and 2 as shown in the picture 10. + + ![Analytics view 3](../09-analytics/images/image010.png) + +10. We need to perform trend analysis to understand when the expense anomaly started occurring and whether it is consistent across all expense types. + + > Drag the **Accounts** column from the Categories section into the Color section. + + ![Analytics view 4](../09-analytics/images/image011.png) + + > Next, expand the Fiscal Date folder in the Data Panel, locate the **Month** column, and drag and drop it into the Categories section. + + ![Analytics view 5](../09-analytics/images/image012.png) + +11. We can now see expense amounts displayed across time and expense categories. + + On analyzing the trend, it appears that while Base Salary and Wages have remained constant, overtime and contract labor have increased since May. + + Let's explore and find out why overtime and contract labor have increased. + + ![Month by Month View](../09-analytics/images/image013.png) + +12. Overtime and Contract labor are typically associated with Turnover. Let's see if it had any impact. + + > (1) Expand the Fiscal Date folder in the Data Panel to locate the **Month** and **Turnover** columns.
+ + > (2) While holding “Ctrl,” multi-select the **Month** and **Turnover** columns and drag them below the current visual. + + ![Analytics view 6](../09-analytics/images/image014.png) + +13. Another factor that impacts Overtime and Contract labor is employee absences. + + > Drag the **Absences** column from the data panel and drop it in the values section below the **Turnover** column. + + ![Analytics view 7](../09-analytics/images/image015.png) + + ![Analytics view 8](../09-analytics/images/image016.png) + +14. This brings all relevant columns onto the canvas. We can now co-relate several attributes and arrive at the correct conclusion. We can now see the pattern clearly. Beginning in March, absences and turnover started increasing, which led to an increase in overtime and the hiring of contract labor. This is ultimately reflected in the books of accounts in Finance. + +15. Let’s understand how the trend looks like in the future. We will use the built in Statistical Analysis function like forecast to under the future + + > Right click anywhere in the **Turnover**, **Absences** Chart choose **Add Statistics** then **Forecast** + + ![Analytics view 11](../09-analytics/images/image021.png) + +16. With a few simple clicks, you were able to forecast and understand the future trend. + + ![Analytics view 12](../09-analytics/images/image022.png) + +17. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! + + [![Cloud Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + + + +## **Path 2: Use AI to derive better business insight** + +### **Introduction** + +Oracle Fusion Data Intelligence Platform (FDI) is a family of prebuilt, cloud native applications for Oracle Cloud Applications that provides line-of-business users with ready-to-use insights to improve decision-making. + +It is a Cloud application that delivers best-practice Key Performance Indicators (KPIs) and deep analyses to help decision-makers run their businesses and individual contributors to operate their businesses. Oracle Fusion Data Intelligence Platform is built on top of Oracle Analytics Cloud and Oracle Autonomous Data Warehouse. This packaged service starts with Oracle Fusion Cloud Applications which you can deploy rapidly, personalize, and extend. The service extracts data from your Oracle Fusion Cloud Applications and loads it into an instance of Oracle Autonomous Data Warehouse. Business users can then create and customize dashboards in Oracle Analytics Cloud. It empowers business users with industry-leading, AI-powered, self-service analytics capabilities for data preparation, visualization, enterprise reporting, augmented analysis, and natural language processing. + +This activity guide helps business users to investigate and research data, ask relevant questions to understand Trends, Patterns and Outliers. + +### **Objectives** + +Use pre-built machine learning based sentiment analysis to analyze employee sentiment (positive, negative or neutral) and emotion from survey interaction data. + +Estimated Time: 15 minutes + +Do not forget to answer the Adventure Check Point questions at the end of the exercise! + +### **Begin Exercise** + +1. In this activity, you will leverage pre-built machine learning capabilities (sentiment analysis) on survey data to understand employee sentiment. + + ![Analytics OBJs](../09-analytics-with-ai/images/aianalytics_objs2.jpg) + +2. Oracle Fusion Data Intelligence Platform is a family of prebuilt, cloud-native analytics applications for Oracle Cloud Applications that provide line-of-business users with ready-to-use insights to improve decision-making. + + > (1) Click on the **‘Analytics’** tab.
+ + > (2) (2) Click on **Fusion – Analytics Data Intelligence** icon.
+ + ![Home Screen](../09-analytics-with-ai/images/aiimage001.jpg) + +3. After a successful login, you will land on the Oracle Analytics home page. + + > (1) Enter your assigned username and Fusion Analytics Password.
+ + ![Sign-in Screen](../09-analytics-with-ai/images/aiimage001a.jpg) + +4. From home page, click on create button on top right corner to start the data flow process for building model out. + + > (1) Click on the **Create Button**.
+ + ![Analytics Home](../09-analytics-with-ai/images/aiimage009.jpg) + + > (1) Click on **Data Flow**.
+ + ![Analytics Home](../09-analytics-with-ai/images/aiimage010.jpg) + +5. Data Flow page pops up but also a dialog box asking to Add Data. + + > (1) Within the Search box, type in **Survey** .
+ + > (2) Select Data set named **Survey Data**.
+ + > (3) Click **Add**.
+ + ![New Data Flow](../09-analytics-with-ai/images/aiimage011.jpg) + +6. We will use pre-built machine learning based sentiment analysis to analyze Survey Data. + + > (1) Drag **Analyze Sentiment** on the left side until we get a blue box next to Survey Data.
+ + ![New Data Flow](../09-analytics-with-ai/images/aiimage012.jpg) + +7. Now that we have “Analyze Sentiment” we have to point the model as to what we want it to analyze, In this case we want to have a sentiment analysis on employees comments. The Sentiment Analysis will analyze the comments and assign a positive, neutral, or negative attribute to each comment. + + > (1) Click on **Select a Column** .
+ + > (2) Scroll down until you see **EmployeeComment**.
+ + > (3) Click on **EmployeeComment**.
+ + ![New Data Flow](../09-analytics-with-ai/images/aiimage013.jpg) + +8. We are ready to save the model data. + + > (1) drag over “**Save Dataset** to our data flow.
+ + ![New Data Flow](../09-analytics-with-ai/images/aiimage014.jpg) + + > (1) Enter **Survey Sentiment CIOXX and your initials** in data set to name the data set.
+ + > (2) Click the **Save** button.
+ + ![New Data Flow](../09-analytics-with-ai/images/aiimage015.jpg) + +9. A dialog box pops up asking name to save Data Flow As. + + > (1) Enter **Sentiment Data Flow CIOXX and your initials**.
+ + > (2) Click on **Ok**.
+ + ![New Data Flow](../09-analytics-with-ai/images/aiimage016.jpg) + +10. Now you will run the data flow model. + + > (1) Click on the **Run** button.
+ + ![Sentiment Data Flow](../09-analytics-with-ai/images/aiimage017.jpg) + +11. Will take approximately 30 seconds to run. You can start going back to build out a workbook with the data set generated. + + > (1) Click on the **back** button.
+ + ![Sentiment Data Flow](../09-analytics-with-ai/images/aiimage018.jpg) + +12. Now that we have Sentiment Data Flow created, lets build some analysis with the model. + + > (1) Click on the **Create** button.
+ + > (2) Click on **Workbook**.
+ + ![Sentiment Data Flow](../09-analytics-with-ai/images/aiimage019.jpg) + +13. Dialog pop up asking for what data we would like to Add. + + > (1) Enter **Survey** in the search bar.
+ + > (2) Select the model you named with your initials.
+ + > (2) Click on **Add to Workbook**.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage022.jpg) + +14. Notice that we have emotion as an attribute derived from sentiment analysis. We will start with analyzing head count based on emotion. + + > (1) Click and hold on ctrl, then select **emotion**.
+ + > (2) Select **headcount** and drag both attributes into the canvas.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage023.jpg) + +15. Now we will move emotion to Color for better visualization + + > (1) Click and drag **emotion** onto color.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage024.jpg) + + > (1) Drag over Department attribute to “Trellis Columns”.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage025.jpg) + + > (1) While holding down the control key, select **emotion**.
+ + > (2) Select **EmployeeComment**.
+ + > (3) Drag both to the line below the current bar graph.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage026.jpg) + +16. We can bring in the comments and add some color emotion to them. + + > (1) Click and drag **emotion** onto color.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage027.jpg) + + > (1) Click on the bar chart to reveal the filter icon.
+ + > (2) Click on the **Filter Icon**.
+ + > (3) Then click on the **Preview Icon**.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage028.jpg) + +17. We see the survey results across all departments. Now we will use the filter feature to look at the different sentiments. + + > (1) Click on any **green bar** to view all positive comments.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage029.jpg) + + > (1) Click on any **orange bar** to view all neutral comments.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage030.jpg) + + > (1) Click on any **blue bar** to view all positive comments.
+ + ![New Workbook](../09-analytics-with-ai/images/aiimage031.jpg) + + ![New Workbook](../09-analytics-with-ai/images/aiimage032.jpg) + + +23. Adventure awaits, click on the image and show what you know, and rise to the top of the leader board!!! + + [![Cloud Adventure](../00-introduction/images/adventure-checkpoint.png)](https://apex.oracle.com/pls/apex/f?p=159406:LOGIN_TEAM:::::CC:CIOADVENTURE) + +### Summary + +You discovered how effortlessly Fusion Analytics enables the creation of content and analysis of data. By integrating diverse data sources, you were able to delve deeper from summary information to detailed analysis, uncovering root causes. You then shared your discoveries with a broader audience, making the insights accessible and impactful. + +**You have successfully completed the Activity!** + +### Learn More + +* [Get Started with Oracle Fusion Data Intelligence](https://docs.oracle.com/en/cloud/saas/analytics/24r3/index.html) +* [Oracle Documentation](http://docs.oracle.com) + +## Acknowledgements + +* **Author** - Sohel Jeelani, Distinguished Analytics Solution Engineer, Advanced Technology Services, Xavier Ramirez, Senior Analytics Solution Engineer, Advanced Technology Services, Nate Weinsaft, Master Principal Solution Engineer, Advanced Technology Services +* **Contributors** - The Cloud Adventure Team (Gus, Kris, Sajid, Casey, Stephen, Jamil, Sohel, Xavier, Nate, Charlie) +* **Last Updated By/Date** - Nate Weinsaft, October 2025 \ No newline at end of file diff --git a/security-experience/workshops/desktop/index.html b/apps-cloud-adventure-cio/workshops/ai-world/index.html similarity index 100% rename from security-experience/workshops/desktop/index.html rename to apps-cloud-adventure-cio/workshops/ai-world/index.html diff --git a/apps-cloud-adventure-cio/workshops/ai-world/manifest.json b/apps-cloud-adventure-cio/workshops/ai-world/manifest.json new file mode 100644 index 000000000..d6f3be579 --- /dev/null +++ b/apps-cloud-adventure-cio/workshops/ai-world/manifest.json @@ -0,0 +1,39 @@ +{ + "workshoptitle": "AI Adventures in SaaS Platform", + "help": "livelabs-help-oci_us@oracle.com", + "tutorials": [ + { + "title": "Introduction", + "filename": "../../00-introduction/introduction.md" + }, + { + "title": "Adventure 1: Security & Risk", + "filename": "../../lab1/lab1.md" + }, + { + "title": "Adventure 2: Configure & Extend", + "filename": "../../lab2/lab2.md" + }, + { + "title": "Adventure 3: Create AI", + "filename": "../../lab3/lab3.md" + }, + { + "title": "Adventure 4: Enable AI", + "filename": "../../lab4/lab4.md" + }, + { + "title": "Adventure 5: Analytics", + "filename": "../../lab5/lab5.md" + }, + { + "title": "Need Help?", + "description": "Solutions to Common Problems and Directions for Receiving Live Help", + "filename":"https://oracle-livelabs.github.io/common/labs/need-help/need-help-freetier.md" + } + + ] +} + + + diff --git a/security-experience/workshops/ocw23-tenancy/index.html b/apps-cloud-adventure-cio/workshops/atmos-tenancy/index.html similarity index 100% rename from security-experience/workshops/ocw23-tenancy/index.html rename to apps-cloud-adventure-cio/workshops/atmos-tenancy/index.html diff --git a/apps-cloud-adventure-cio/workshops/atmos-tenancy/manifest.json b/apps-cloud-adventure-cio/workshops/atmos-tenancy/manifest.json new file mode 100644 index 000000000..041570603 --- /dev/null +++ b/apps-cloud-adventure-cio/workshops/atmos-tenancy/manifest.json @@ -0,0 +1,43 @@ +{ + "workshoptitle": "Cloud Adventure Activity Guide – for the Office of the CIO", + "help": "livelabs-help-oci_us@oracle.com", + "tutorials": [ + { + "title": "Introduction", + "filename": "../../00-introduction/introduction.md" + }, + { + "title": "Lab 1: Security - ERP", + "filename": "../../01-security-erp/security-erp.md" + }, + { + "title": "Lab 2: Configure", + "filename": "../../02-configure/configure.md" + }, + { + "title": "Lab 3: Extend", + "filename": "../../03-extend/extend.md" + }, + { + "title": "Lab 4: Extend with AI (PRC RAG Agent)", + "filename": "../../07a-rag-agent-prc/rag-agent-prc.md" + }, + { + "title": "Lab 5: Extend with AI (PRC Agent Team)", + "filename": "../../07b-agent-team-prc/agent-team-prc.md" + }, + { + "title": "Lab 6: Analytics", + "filename": "../../09-analytics/analytics.md" + }, + { + "title": "Need Help?", + "description": "Solutions to Common Problems and Directions for Receiving Live Help", + "filename":"https://oracle-livelabs.github.io/common/labs/need-help/need-help-freetier.md" + } + + ] +} + + + diff --git a/apps-cloud-adventure-cio/workshops/tenancy/manifest-labs.json b/apps-cloud-adventure-cio/workshops/tenancy/manifest-labs.json new file mode 100644 index 000000000..46e3b2084 --- /dev/null +++ b/apps-cloud-adventure-cio/workshops/tenancy/manifest-labs.json @@ -0,0 +1,39 @@ +{ + "workshoptitle": "Cloud Adventure Activity Guide – for the Office of the CIO", + "help": "livelabs-help-oci_us@oracle.com", + "tutorials": [ + { + "title": "Introduction", + "filename": "../../00-introduction/introduction.md" + }, + { + "title": "Lab 1: Security & Risk", + "filename": "../../lab1/lab1.md" + }, + { + "title": "Lab 2: Configure & Extend", + "filename": "../../lab2/lab2.md" + }, + { + "title": "Lab 3: AI Agent", + "filename": "../../lab3/lab3.md" + }, + { + "title": "Lab 4: Agent Team", + "filename": "../../lab4/lab4.md" + }, + { + "title": "Lab 5: Analytics", + "filename": "../../lab5/lab5.md" + }, + { + "title": "Need Help?", + "description": "Solutions to Common Problems and Directions for Receiving Live Help", + "filename":"https://oracle-livelabs.github.io/common/labs/need-help/need-help-freetier.md" + } + + ] +} + + + diff --git a/apps-cloud-adventure-cio/workshops/tenancy/manifest.json b/apps-cloud-adventure-cio/workshops/tenancy/manifest.json index 3ff678a0b..889a3c757 100644 --- a/apps-cloud-adventure-cio/workshops/tenancy/manifest.json +++ b/apps-cloud-adventure-cio/workshops/tenancy/manifest.json @@ -1,5 +1,5 @@ { - "workshoptitle": "Cloud Adventure Activity Guide – for the Office of the CIO", + "workshoptitle": "AI Adventures in SaaS Platform", "help": "livelabs-help-oci_us@oracle.com", "tutorials": [ { @@ -7,8 +7,16 @@ "filename": "../../00-introduction/introduction.md" }, { - "title": "Lab 1: Security", - "filename": "../../01-security/security.md" + "title": "Lab 1: Security - ERP", + "filename": "../../01-security-erp/security-erp.md" + }, + { + "title": "Lab 1: Security - AI", + "filename": "../../01-security-ai/security-ai.md" + }, + { + "title": "Lab 1: Risk", + "filename": "../../01-risk/risk.md" }, { "title": "Lab 2: Configure", @@ -19,25 +27,47 @@ "filename": "../../03-extend/extend.md" }, { - "title": "Lab 4: Extend More", + "title": "Lab 4: Extend with AI (Old LLM)", "filename": "../../04-extend-more/extend-more.md" - }, + }, { - "title": "Lab 5: Audit", - "filename": "../../05-integration/integration.md" - }, - + "title": "Lab 5a: Create AI (Benefits Advisor Agent)", + "filename": "../../05a-rag-agent-hcm/rag-agent-hcm.md" + }, { - "title": "Lab 6: Analytics", - "filename": "../../06-analytics/analytics.md" - }, - + "title": "Lab 5b: Enable AI (Assemble Benefits Agent Team)", + "filename": "../../05b-agent-team-hcm/agent-team-hcm.md" + }, + { + "title": "Lab 6a: Create AI (External Recall Agent)", + "filename": "../../06a-external-agent-scm/external-agent-scm.md" + }, + { + "title": "Lab 6b: Embed AI (Embed Maintenance Agent)", + "filename": "../../06b-embed-agent-scm/embed-agent-scm.md" + }, + { + "title": "Lab 7a: Create AI (Procurement Agent)", + "filename": "../../07a-rag-agent-prc/rag-agent-prc.md" + }, + { + "title": "Lab 7b: Embed AI (Procurement Agent)", + "filename": "../../07b-agent-team-prc/agent-team-prc.md" + }, + { + "title": "Lab 9: Analytics", + "filename": "../../09-analytics/analytics.md" + }, + { + "title": "Lab 9: Analytics with AI", + "filename": "../../09-analytics-with-ai/analytics-with-ai.md" + }, { "title": "Need Help?", "description": "Solutions to Common Problems and Directions for Receiving Live Help", "filename":"https://oracle-livelabs.github.io/common/labs/need-help/need-help-freetier.md" } - + ] } diff --git a/security-experience/activation-cloud-guard/activation-cloud-guard.md b/sample-workshop/security-experience/activation-cloud-guard/activation-cloud-guard.md similarity index 99% rename from security-experience/activation-cloud-guard/activation-cloud-guard.md rename to sample-workshop/security-experience/activation-cloud-guard/activation-cloud-guard.md index f27cd4f7d..69b78aa98 100644 --- a/security-experience/activation-cloud-guard/activation-cloud-guard.md +++ b/sample-workshop/security-experience/activation-cloud-guard/activation-cloud-guard.md @@ -2,7 +2,6 @@ ## Introduction This lab will show you how to use your Security Dashboard to activate Cloud Guard. - Estimated time: 5 minutes. ### Objectives diff --git a/security-experience/activation-cloud-guard/images/cloud-guard-config.png b/sample-workshop/security-experience/activation-cloud-guard/images/cloud-guard-config.png similarity index 100% rename from security-experience/activation-cloud-guard/images/cloud-guard-config.png rename to sample-workshop/security-experience/activation-cloud-guard/images/cloud-guard-config.png diff --git a/security-experience/activation-cloud-guard/images/create.png b/sample-workshop/security-experience/activation-cloud-guard/images/create.png similarity index 100% rename from security-experience/activation-cloud-guard/images/create.png rename to 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