Oracle Supply Chain Managment Handbook: Set Up Content Security

Content zones are containers for your catalog items and services. You manage your

content zones from the Manage Content Zones page available as a subtab of the Stores

The Manage Content Zones page provides the following information for each content

zone:

• Type: Local for a local catalog, Exchange for a punchout or transparent punchout to

Oracle Exchange, Punchout or Transparent Punchout to a supplier site, Contractor

for the contractor request, or informational catalog. Local is the default local content

that Oracle iProcurement provides.

• Store Assignment: Store to which the content is assigned. Content Zones must be

assigned to a store to be searchable.

• Download Punchout: For punchout content you can download the punchout

definition.

Maintaining A Local Content Zone

To create a content zone:

1. In iProcurement Catalog Administration, select the Content Zones subtab from the

Stores tab.

2. On the Manage Content Zones page, select Create Local Content Zone from the drop

down list and click Go.

For detail regarding the different types of catalog content see Understanding the

Procurement Catalog, page 3-1.

Note: The default local content zone, All Local Content, contains

items from all suppliers and categories. You can modify or delete it

to fit your needs.

3. On the Create Local Content Zone page, enter a Name and Description. The name

and description are used for your information only, they do not appear in the

Oracle iProcurement shopping pages.

4. Suppliers: Select the suppliers whose items you want to appear in this content zone:

• Select Include items from all suppliers to do just that.

• Select Include items from specific suppliers to display the Add Suppliers region,

page 3-51.

• Select Exclude items from specific suppliers to display the Add Suppliers region,

page 3-51.

• Select Exclude items that are sourced from suppliers to do just that.

• Optionally select "Include items without suppliers." Items that exist only in the

Master Items window in Oracle Inventory, including internally orderable items,

often do not have external suppliers associated with them. This option enables

you to associate items like these. If you do not select this option, these items are

Content Management 3-51

still available in the base local content zone. Master Items referenced on

requisition templates (that are not assigned to suppliers) are also included in

this category.

5. Categories: Select the categories whose items you want to appear in this content

zone:

• Select Include items from all categories to do just that.

• Select Include items from specific categories to display the Add Categories region,

page 3-52.

• Select Exclude items from specific categories to display the Add Categories region,

page 3-52.

• Optionally select "Include items without shopping categories

Note: If there is a Purchasing category to Shopping category

mapping for a particular Purchasing category, iProcurement

considers items with that Purchasing category to be shopping

categories (by way of the category mapping).

6. Assign Content Zone Security: Select the security for this content zone:

• Select Accessible to all users to do just that.

• Select Secure by operating units to display the Add Operating Units region, page

3-52.

• Select Secure by responsibilities to display the Add Responsibilities region, page

3-52.

7. Click Apply to return to the Manage Content Zones page.

To make this content zone accessible from other stores:

• Click Stores. See Creating Or Editing A Store, page 3-44.

Note: When you create a local content zone, you are not "removing"

those items from the base local content zone. They always exist in

the base local catalog. They additionally exist in the local content

zone you just created and in the store in which you place that

content zone.

To add suppliers:

• Search for the supplier in the Search and Select popup.

3-52 Oracle iProcurement Implementation and Administration Guide

Note: .When searching for a supplier, the system performs a begins

with search. If you do not know the beginning of the name you are

searching for, use a wildcard - for example, %network.

• Select one or more suppliers and click Select.

• Repeat these steps for each supplier you want to add.

To add categories:

• Search for the categories in the Search and Select popup.

• Select one or more categories and click Select.

• Repeat these steps for each category you want to add.

To add operating units:

• Search for the operating unit in the Search and Select popup.

• Select one or more operating unit and click Select.

• Repeat these steps for each operating unit you want to add.

To add responsibilities:

• Search for the responsibility in the Search and Select popup.

• Select one or more responsibility and click Select.

• Repeat these steps for each responsibility you want to add.

Maintaining An Informational Content Zone

To create an informational content zone:

1. In iProcurement Catalog Administration, select the Content Zones subtab from the

Stores tab.

2. On the Manage Content Zones page, select Create Informational Content Zone from

the drop down list and click Go.

For detail regarding the different types of content zone content see Understanding

the Procurement Catalog, page 3-1.

3. On the Create Informational Content Zone page, enter the following:

• Name and Description:. (If the requester clicks a store name before searching,

Oracle iProcurement displays the content zone names and descriptions it is

searching. The Name also displays on the Search Results pages.) Maximum

Content Management 3-53

character limit for Name and Description: 2,000 bytes each.

• Image: Image file name or image URL that you want to display next to this

content zone on the Search Results Summary page. If you enter an image name

(such as abc.gif) rather than a full URL (such as http://www.abc.cm/abc.gif),

make sure that the image exists in the directory specified in POR: Hosted

Images Directory. If you specify no image, the content zone displays its Name

and Description only. (Behind the scenes, the content zone displays a blank

image file if you specify no image. If desired, you can change this default blank

image file to always display a standard "no content zone image" file or message.

See the image management section.). Maximum character limit: 2,000 bytes.

Note: If "Hide thumbnail images" is selected in a requester's

preferences, then the requester will not see the content zone's

image.

• Keywords: Keywords used for searching. For example, if you enter the keyword

fruit, this content zone displays on the Search Results Summary page when the

requester searches for fruit. Oracle iProcurement displays this content zone if

the search matches any part of the keywords. For example, if you enter the

keywords legal size paper, the Search Results Summary page displays this

content zone if the requester's search includes the words legal or paper or size.

Maximum character limit: 4,000 bytes

• URL:. To link the content zone name to a site, enter the site's URL here. If you

do not enter a URL, requesters see just the name and description. The name and

description may be all you need; however, if the informational content zone

includes lengthy procedures or links, you may want to include a URL here or in

the Description that links to a master page that contains the information.

Maximum character limit: 2,000 bytes.

4. If you want to vary language-specific fields, such as the name and description,

seeTranslating Data, page 3-55.

5. Assign Content Zone Security: Select the security for this content zone:

• Select Accessible to all users to do just that.

• Select Secure by operating units to display the Add Operating Units region, page

3-52.

• Select Secure by responsibilities to display the Add Responsibilities region, page

3-52.

6. Click Apply to return to the Manage Content Zones page.

3-54 Oracle iProcurement Implementation and Administration Guide

7. Any content zone you create must be added to a store to be searchable. Either add

the content zone to the default Main Store that Oracle iProcurement provides or

create your own store to which to add the content zone. See: Creating Or Editing A

Store, page 3-44.

Maintaining A Contractor Request Content Zone

Oracle iProcurement provides the Contractor Request content zone for use by Oracle

Services Procurement.

If your company has enabled Oracle Services Procurement, then requesters can click

Contractor Request directly below the Shop tab and be taken to the contractor request

entry page.

If desired, you can make contractor requests additionally accessible in a store. For

example, you can assign the Contractor Request content zone to a store that you

created. When a requester clicks the store on the Shop page, all of the content zone in

that store are displayed. The requester can then click the Contractor Request content

zone and be taken to the contractor request entry page. (If you create a store that

contains only the Contractor Request content zone, then clicking the store takes the

requester directly to the contractor request entry page.)

The method of clicking Contractor Request directly below the Shop tab always remains.

Including the Contractor Request content zone in a store is an additional option for you,

to make contractor requests accessible in other places.

Manage A Content Zone (Update, Copy, Delete)

In iProcurement Catalog Adminstration, click the Content Zones subtab in Stores.

• Update: On the Manage Content Zones page, click the Update icon next to the

content zone you want to update.

• Change the information in the content zone to suit your new needs. Refer to the

topics for creating each content zone for details..

• Click Apply.

• Copy: On the Manage Content Zones page, click the Copy icon next to the content

zone you want to copy.

• Change the information in the content zone to suit your new needs. Refer to the

topics for creating each content zone for details..

• Click Apply.

• Delete: On the Manage Content Zones page, click the Delete icon next to the content

zone you want to delete.

Content Management 3-55

• Respond to the warning message by clicking Yes to delete the content zone.

Deleting a content zone does not delete its contents, it deletes the content zone

definition:

• When you delete a local content zone, the items in the content zone still exist,

but they are no longer visible to the requester by the local content zone

definition you created. (To delete items and prices from the local content zone,

item maintenance must be performed.) For example, you delete your local

content zone A, which contains items from Supplier A. This content zone was

assigned to a store called Travel. When requesters now search the Travel store,

content zone A is no longer listed as a content zone in that store. Requesters no

longer find items that were in content zone A when searching that store. Items

from Supplier A are now returned in the search results only when requesters

search the local content zone provided by Oracle iProcurement, if the local

content zone is assigned to a store.

• You cannot delete the Contractor Request content zone that Oracle

iProcurement provides.

• When you delete a punchout or transparent punchout content zone, its items

still exist on the external site, but you have deleted the capability to access that

content zone. Requesters cannot access the items, and you cannot access the

content zone definition.

Note: If you delete a punchout to Oracle Exchange from which

you downloaded punchouts, the downloaded punchouts are

also deleted.

• When you delete an informational content zone, you delete the capability to

access the catalog. Requesters cannot access the information in it, and you

cannot access its content zone definition.

Function Security

None, but you can optionally control access to content zones. .

Oracle Supply Chain Managment Handbook

Set Up Content Security

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