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Extensibility, Customization, and

Personalization Overview

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Objectives

After completing the lesson, you should be able to explain:

• Extensibility
• Customization
• Personalization
• Customization Layers
• Advanced concepts:
– Rolling Back
– Downloading
– Uploading

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Extensibility, Customization, and Personalization

Extensibility
• Creating a completely new business object
or page.

Customization
• Changing an existing business object or
page.

Personalization
• Changes that every user of the application
can make to certain artifacts at run time.

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 Extensibility

Add a new page containing an • Define the logo and background.

iframe. • Modify color schemes including
button colors.
• Create their own themes.

Page Appearance

Infolets Structure
• Edit infolet titles and views. Customize:
• Move infolets. • Navigator.
• Hide or show infolets. • Springboard.
• Create custom infolets using • Home page.
your BI analytics and reports.

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Customizations

• Use the page composer to customize:

– Dashboards
– Workareas for all or some users based on a selected
customization layer.

Customize the
global area

Customize a list of
components

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Managing Your Sandbox

• To customize components using the Page Composer, you

must create and activate a sandbox.
• Any customizations made in a sandbox are visible only when
the sandbox is active.
• After customizations are complete, publish the sandbox to make the
customizations available to other users.

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Customization Layers

• Represents the scope of users that a customization impacts.

• Customization layers within HCM include:
• Site:
– Customizations made for all users.
• Country:
– Customizations made for all users of a specific country.
• Organization:
– Customizations made for a particular organization.

Site

Country

Organization

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Working with Shared Components

• The changes that you make to a shared component affects all

instances of the component.
• If an object is not part of a shared task workflow, only the
instance you edit is affected.

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Customizing Page Components

Edit page components in:

• Design View (Default mode): Provides a WYSIWYG rendering
of the page and its contents

• Source View: Provides a combined WYSIWYG and

hierarchical rendering of page components.

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Customization Flowchart

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Customizing the Springboard

• Use the Structures page to customize the navigator and

springboard.
Structure page

Navigator Spring Board

Category

Page Entries

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Rolling Back, Downloading, and Uploading

• Use the Manage Customizations dialog box:

– To roll back customizations for a specific page.
– Download and upload a customization file.
• Roll back only the customizations for the page.
• Don’t roll back other customizations made at the label's save
point.
• Download or upload a customization file to:
– Diagnose issues seen in the test environment.
– Send files to Oracle Support Services for further diagnosing.

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Page Composer Migration

• After customizing the pages, migrate the metadata from the

test to production environment.
• Use a single sandbox to publish and migrate customizations.
• Ensure that:
– The source and target environments are at the same patch
level.
– You do not publish the sandbox in your test environment before
downloading the customization file for migration.

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Practice 9: Overview

This practice covers the following topics:

• Practice 9-1: Customizing the Springboard
• Practice 9-2: Adding Hyperlink to a Page
• Practice 9-3: Modifying Page Appearances
• Practice 9-4: Updating a String on Portrait Employment
Record

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Instructor Practice

**********Warning: This practice must be done by only

your instructor.**********
• Displaying a Button Conditionally

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Quiz
Q
All customizations are applied to the entire site, so all users see
the changes.
a. True
b. False

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Quiz
Q
Which statement is false about managing customizations?
a. Use the Manage Customizations dialog box to view and
diagnose runtime customizations made by you or other users.
b. You may need to download or upload a customization to
diagnose issues seen in the test environment.
c. When you roll back customizations, you must roll back the
entire file.

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Summary

• Extensibility refers to creating a completely new business

object or page.
• Customization refers to changing an existing business object
or page.
• Personalization refers to the changes that every user of the
application can make to certain artifacts at run time
• Use the Manage Customizations dialog box
– To roll back customizations for a specific page.
– Download and upload a customization file.

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