diff --git a/webcenter-content/wcc-rfp-mgmt/01-sandbox-prepare-setup/01-sandbox-prepare-setup.md b/webcenter-content/wcc-rfp-mgmt/01-sandbox-prepare-setup/01-sandbox-prepare-setup.md new file mode 100644 index 0000000..3ce2e38 --- /dev/null +++ b/webcenter-content/wcc-rfp-mgmt/01-sandbox-prepare-setup/01-sandbox-prepare-setup.md @@ -0,0 +1,35 @@ +# Prepare Setup + +## Introduction + +This lab will show you how to download the Oracle Resource Manager (ORM) stack zip file needed to setup the resource needed to run this workshop. This workshop requires a compute instance and a Virtual Cloud Network (VCN). + +**Estimated Lab Time**: *30 minutes* + +### Objectives + +- Download WCC RFP Resources + +### Prerequisites + +This lab assumes you have: + +- Registered & Reserved for the Workshop +- Your Live Lab Environment is Ready + +## Task 1: Download WCC RFP Resources zip file + + 1. Click on the link below to download the WCC RFP Resources zip file , which you will need to successfully complete this Workshop: + * File : [wcc\_rfp\_resources.zip](https://objectstorage.us-ashburn-1.oraclecloud.com/p/wHKALsCO-tCCxBk1hp4NY2UWlIrW9w33V0iWHzIF7cWZQT6ywjcahubybnuMHgLO/n/idk8vszypyjt/b/wcc_rfpmgmt_livelab/o/wcc_rfp_resources.zip) + + 2. Save in your downloads folder and Un-Compress/Unzip. + + > **Note** : *The files present under this will be referred and used in the workshop lab* + +You may now **proceed to the next lab**. + +## Acknowledgements + +- **Authors-** Senthilkumar Chinnappa, Senior Principal Solution Engineer, Oracle WebCenter Content +- **Contributors-** Senthilkumar Chinnappa, Mandar Tengse , Parikshit Khisty +- **Last Updated By/Date-** Senthilkumar Chinnappa, October 2024 diff --git a/webcenter-content/wcc-rfp-mgmt/03-sandbox-initialize-environment/03-sandbox-initialize-environment.md b/webcenter-content/wcc-rfp-mgmt/03-sandbox-initialize-environment/03-sandbox-initialize-environment.md new file mode 100644 index 0000000..878f20e --- /dev/null +++ b/webcenter-content/wcc-rfp-mgmt/03-sandbox-initialize-environment/03-sandbox-initialize-environment.md @@ -0,0 +1,208 @@ +# Initialize WCC Environment + +## Introduction + +In this lab, we will review and startup all components required to successfully run this workshop. + +**Estimated Lab Time**: *30 minutes* + +### Objectives + +In this lab, you will + +- Initialize the workshop environment +- Validate WCC and APEX Instances +- Configure WCC Environment for the Workshop + +### Prerequisites + +This lab assumes you have: + +- A Paid or LiveLabs Oracle Cloud account +- You have completed: + - Lab: Prepare Setup + - Lab: Environment Setup + +## Task 1: Validate That WebCenter Content CS URL + +1. Open the *web browser* window with *WebCenter Content* homepage url ( ie the **WebCenter Content CS Endpoint URL** ), click on the *Login* and Login using the below credentials + - URL + ``` + http://localhost:16200/cs/ + ``` + + > Note : If you want to access the WCC CS Endpoint URL from your desktop, replace `"http://localhost"` with your **hosturl** ( eg: `"http://129.0.0.0"` ) + - The hosturl ipaddress can be obtained from the **Remote Desktop URL** + - Username + ``` + weblogic + ``` + - Password + ``` + Welcome1 + ``` + > *Note: In the scenario, where WebCenter Content is configured with IDCS or any other username (other than **weblogic**), use user credentials accordingly* + ![This image shows the WCC Instance Login Page](./images/webcenter_config_task3_step1.png "WCC Instance Login Page") + +2. Confirm successful login. + + ![This image shows the status of the WebCenter Content UI Landing page post successful login](./images/webcenter-post-login.png "WebCenter Content UI Landing page post successful login") + + If successful, the page above is displayed and as a result, your WebCenter Content instance is accessible. + +3. If you are still unable to log in or the login page is not functioning after reloading , proceed as indicated in the **Appendix 1: Restart UCM Server Instance** to restart the services and try login again + +4. After you log in to the WebCenter Content Instance successfully, you can proceed with the next Task. + +## Task 2: Enable Content Folios Component + +To enable Content Folios Component & Add additional instance configurations, follow the below steps; + +1. Login to WebCenter Content server as **weblogic** user + +2. Under **Administration** tab, navigate to **Admin Server** > **Component Manager**. In the **Components** section list , click on **Document Management**, Select/Check **ContentFolios** Component and click **Update** button + ![This image shows the WCC Instance Component Manger Page](./images/task3_webcenter_configuration_page_jsec_1.png "WCC Component Manger Page") + +3. Restart the Content Server instance , using the steps mentioned in **Appendix 1: Restart UCM Server Instance** + +## Task 3: Re-index collections and documents + +1. Log in to the Content server as **weblogic** user in your desktop and click on **Admin Applets** under the Administration tab as shown in the image below. + + ![This image shows how to navigate to Admin Applets](./images/appendix2_reindex_screenshot1.png "Navigate to Admin Applets") + +2. Click on **Repository Manager** Applet + + ![Click on the Repository Manager Applet as shown in the image.](./images/appendix2_reindex_screenshot2.png "Click on the Repository Manager Applet") + +3. Download and Run the **Repository Manager** Java Applet + + ![Click OK to run the Java Applet](./images/appendix2_reindex_screenshot3_0.png "Run Java Applet") + + ![This image shows the Repository Manager Java Applet](./images/appendix2_reindex_screenshot3_1.png "Repository Manager Applet") + +4. On the **Repository Manager** Applet , Click on **Indexer** tab + + ![Click Indexer tab in Repository Manager Java Applet](./images/appendix2_reindex_screenshot4_1.png "Indexer Tab in Repository Manager Applet") + +5. Under **Collection Rebuild Cycle** section, Click on **Start** Button, *Uncheck* **Use Fast Rebuild** option , Click **OK** button and wait for the indexing to finish + + ![Click Start button of Collection Rebuild in Indexer tab of Repository Manager Java Applet](./images/appendix2_reindex_screenshot5_1.png "Start Collection Rebuild Button in Indexer Tab of Repository Manager Applet") ![This image shows Index Rebuild Options](./images/appendix2_reindex_screenshot5_2.png "Index Rebuild Options") + + ![This image shows Collection Rebuild Finished in Indexer tab of Repository Manager Java Applet](./images/appendix2_reindex_screenshot5_3.png "Collection Rebuild Completed in Indexer Tab of Repository Manager Applet") + +## Task 4: Validate APEX is Up and Running + +This task helps to validate if APEX has been installed properly and its up & accessible. + +1. On the new *web browser* window , Login to the APEX/ORDS URL . Details are provided below + + - **URL** + + ``` + + http://localhost:16200/ords/ + + ``` + + > Note : If you want to access the WCC CS Endpoint URL from your desktop, replace `"http://localhost"` with your **hosturl** ( eg: `"http://129.0.0.0"` ) + - The hosturl ipaddress can be obtained from the **Remote Desktop URL** + - **Workspace Name** + + ``` + + INTERNAL + + ``` + + - **Username** + + ``` + + ADMIN + + ``` + - **Password** + + ``` + + Welcome1 + + ``` + + > *If any issues with ADMIN credentials, Refer to **Appendix 5: Reset ADMIN password for APEX/ORDS** + ![This image shows the APEX/ORDS Login Page](./images/apex_login_internal.png "APEX/ORDS Login Page") + +2. Confirm successful login. + + ![This image shows the status of the APEX/ORDS Landing page post successful login](./images/apex_login_internal_success.png "APEX/ORDS Landing page post successful login") + + If successful, the page above is displayed and as a result, your WCC instance is now ready. + +You may now **proceed to the next lab**. + +## Appendix 1: Restart UCM Server Instance + +1. Open a terminal session in the Remote Desktop and proceed as indicated below to restart the UCM service. + + ``` + + sudo systemctl restart ucm + + ``` + +2. Wait for 3 minutes , so that UCM server starts completely and then log in to the WebCenter Content server + +## Appendix 2: Reset ADMIN password for APEX/ORDS + +Use the below steps to reset the ADMIN User Password , if facing any issue like Forgot ADMIN password (or) ADMIN account is locked + - Use the steps mentioned under **Appendix 4: Connect to DB System via SSH and login to database as sys** above, to connect to DB + +1. In the terminal window, invoke the below commands command and connect to the database + - invoke **sqlplus** command + ``` + sqlplus '/as sysdba' + ``` + +2. Now execute any required sql statements in this sqlplus session. + +3. Find the latest version schema name: + ``` + SQL> SELECT schema FROM dba_registry WHERE comp_id = 'APEX' ORDER BY schema DESC FETCH FIRST 1 ROW ONLY; + ``` + +4. Set the current schema to the schema name retrieved in the above step + eg: + ``` + SQL> alter session set current_schema=apex_230200; + ``` +5. Update the password and unlock the ADMIN User + + ``` + + BEGIN + UPDATE wwv_flow_fnd_user + SET web_password = 'Welcome1' + WHERE user_name = 'ADMIN' + AND user_id = (SELECT user_id + FROM wwv_flow_fnd_user + WHERE user_name = 'ADMIN' and SECURITY_GROUP_ID=10); + WWV_FLOW_SECURITY.g_security_group_id := 10; + WWV_FLOW_FND_USER_API.unlock_account('ADMIN'); + COMMIT; + END; + / + + ``` + +### Learn More + +- [Introduction To WebCenter Content](https://docs.oracle.com/en/middleware/webcenter/content/12.2.1.4/index.html) +- [Learn More about Apex](https://apex.oracle.com/en/) +- [WebCenter Content - Configuring the Search Index](https://docs.oracle.com/en/middleware/webcenter/content/12.2.1.4/webcenter-content-admin/configuring-search-index.html#GUID-D8372225-70C9-4A3E-987A-279995879606) + +## Acknowledgements + +- **Authors-** Senthilkumar Chinnappa, Senior Principal Solution Engineer, Oracle WebCenter Content +- **Contributors-** Senthilkumar Chinnappa, Mandar Tengse , Parikshit Khisty 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APEX Application for RFP Management System. + +This lab also covers updating the APEX Rest Datasource urls & credentials for connecting to WebCenter Content Instance + +**Estimated Lab Time**: *15 minutes* + +### Objectives + +In this lab, you will: + +- Navigate through Oracle APEX +- Login to Workspace and Install Packaged Application. +- Update Rest Data sources URL and credentials + +### Prerequisites + +This lab assumes you have: + +- A Paid or LiveLabs Oracle Cloud account +- You have completed: + - Lab: Prepare Setup + - Lab: Environment Setup + - Lab: Initialize Environment + +## Task 1: Login to APEX Workspace + +To log in to Oracle APEX, you need a Workspace Name, username, and the password created for that Workspace. In this hands-on lab, you log in to your Oracle APEX Workspace. + +1. To login to your Oracle APEX Workspace, perform the following steps: + - Open your browser and enter the **URL** to sign in to the APEX development environment. + - **URL** + ``` + + http://localhost:16200/ords/ + + ``` + + > Note : If you want to access the WCC CS Endpoint URL from your desktop, replace `"http://localhost"` with your **hosturl** ( eg: `"http://129.0.0.0"` ) + - The hosturl ipaddress can be obtained from the **Remote Desktop URL** + + - The login page appears. Enter the **Workspace Name, Username, and Password**. Click **Sign In**. + - **Workspace Name** + + ``` + + INTERNAL + + ``` + + - **Username** + + ``` + + ADMIN + + ``` + - **Password** + + ``` + + Welcome1 + + ``` + + ![Workspace Login](./images/apex_login_workspace_step1.png "Login to APEX Workspace") + +2. If its first time Login, Change password for the ADMIN user. You can provide the same Password value and click on **Change Password**. + > Skip this step if it does not prompt for Change Password + + - **New Password**: Enter + + ``` + + Welcome1 + + ``` + - **Confirm Password**: Enter + + ``` + + Welcome1 + + ``` + + ![Reset Password on First Login Page](./images/apex_login_workspace_step2.png "Reset Password on First Login") + +3. The Workspace home page appears. + + ![Workspace Home Page](./images/apex_login_workspace_step3.png "Workspace Home Page") + +## Task 3: Install RFP Management Application + +This task covers installing and running a WCC RFP Management System APEX application. + +1. After Login to the WORKSPACE **WCCRFPMGMT** as ADMIN user, in the Home Page, Under **App Builder** , click on **Import** + ![App Builder](./images/apex_task3_step1.png "App Builder > Import ") + +2. From the Downloaded wcc rf resources zip file ( in **Lab2 : Prepare Setup** ), Select the APEX Application sql file **sandbox-wcc-rfp-mgmt-system-apex-app.sql** , ensure that the **File Type** is selected as **Application, Page or Component** and click **Next** Button + ![Application sql file import](./images/apex_task3_step2.png "WCC RFP Management APEX Application Import Page") + +3. In the **Install Application** Page, Verify the below values and click **Install Application** Button + + - *Current Workspace* : **WCCRFPMGMT** + - *Parsing Schema* : **WCCRFPMGMT_SCHEMA** + - *Build Status* : **Run and Build Application** + - *Install as Application* : **Reuse Application ID 999 From Imported Application** + ![Install Application Page](./images/apex_task3_step3.png "WCC RFP Management APEX - Install Application Page") + +4. In the **Install Application** - **Credentials** Page, for **Credentials for WCC RFP Mgmt**, Update the values for the below *( if the username value is empty )* and click **Next** Button + - **Client ID or Username** : Enter + ``` + weblogic + ``` + - **Client Secret or Password** : Enter + ``` + Welcome1 + ``` + - **Verify Client Secret / Password** : Enter + ``` + Welcome1 + ``` + ![Install Application - Credentials Page](./images/apex_task3_step4.png "WCC RFP Management APEX - Install Application - Credentials Page") + +5. After the Credentials is updated, in the **Application Installed** Page, click on **Install Supporting Objects** button + ![Application Installed - Install Supporting Objects](./images/apex_task3_step5.png "WCC RFP Management APEX - Application Installed - Install Supporting Objects") + +6. After the Supporting Objects installed, click on **Install Summary** button , to view the status of the Supporting objects installation + ![Supporting Objects Installed](./images/apex_task3_step6.png "WCC RFP Management APEX Application - Supporting Objects Installed") + +## Task 4 : Refresh REST Datasource Catalog + +1. To login to your Oracle APEX Workspace, perform the following steps: + - Open your browser and enter the **URL** to sign in to the APEX development environment. + - **URL** + ``` + + http://localhost:16200/ords/ + + ``` + + > Note : If you want to access the WCC CS Endpoint URL from your desktop, replace `"http://localhost"` with your **hosturl** ( eg: `"http://129.0.0.0"` ) + - The hosturl ipaddress can be obtained from the **Remote Desktop URL** + + - The login page appears. Enter the **Workspace Name, Username, and Password**. Click **Sign In**. + - **Workspace Name** + + ``` + + INTERNAL + + ``` + + - **Username** + + ``` + + ADMIN + + ``` + - **Password** + + ``` + + Welcome1 + + ``` + + ![Workspace Login](./images/apex_login_workspace_step1.png "Login to APEX Workspace") +2. Click on **App Builder** , then click on **RFP Response Management System** Application + ![RFP Response Management System App Details](./images/apex_refresh_catalog_step1_01.png "RFP Response Management System App Details") +3. Navigate to **Shared Components** > Under **Data Sources**, click on **REST Data Sources** + ![REST Data Sources](./images/apex_refresh_catalog_step1_03.png "REST Data Sources") +4. Click on **quick_search_library** under the **REST Source Name** list + ![quick_search_library Details](./images/apex_refresh_catalog_step1_04.png "quick_search_library Details") +5. Click on the **REST Source Catalog** tab and then click on **Refresh from Catalog** button + ![Refresh from Catalog](./images/apex_refresh_catalog_step1_05.png "Refresh from Catalog") +6. Click on the **Refresh from Service Catalog** button + ![Refresh from Service Catalog](./images/apex_refresh_catalog_step1_06.png "Refresh from Service Catalog") + +## Task 5: Add Section Templates in RFP Response Management Application + +As default, the below three sections are already configured: + +- Title and Summary +- Technical Design +- Legal +These below steps is sample to add another Section **Pricing And BOM**, which will be used as part of the Lab exercise. + +1. To login to the WCC RFP Response Management System Application, perform the following steps: + + - Open your browser and enter the **URL** to sign in to the APEX development environment. + - URL + ``` + https://localhost:16200/ords/r/wccrfpmgmt/rfp-response-management-system/ + ``` + + > Note : If you want to access the WCC CS Endpoint URL from your desktop, replace `"http://localhost"` with your **hosturl** ( eg: `"http://129.0.0.0"` ) + - The hosturl ipaddress can be obtained from the **Remote Desktop URL** + + - The login page appears. Enter the **Username, and Password**. Click **Sign In**. + - **Username**: Enter + ``` + ADMIN + ``` + - **Password**: Enter + ``` + Welcome1 + ``` + ![Application Login](./images/apex_setup_task5_step1.png "Login to APEX Application") + +2. On the left navigation menu, click on **Sections** and click on **Create** button + ![Navigate to Sections](./images/apex_setup_sections_task5_step2.png "Click on Sections") + +3. In the **Manage Section Form** window, enter the below values and click on **Create** Button + + - **Name**: Specify + + ``` + Pricing And BOM + ``` + + - **Description**: Specify + + ``` + This is sample template for Pricing And BOM Section + ``` + + - **Template**: Browse and select the file **Finance.docx** from the downloaded **wcc\_rfp\_resources.zip** file ( in **Lab 1 - Prepare Setup**) + - **Type**: Leave the default as **SECTION** + - **Display Order**: Specify + + ``` + 30 + ``` + - **Active**: Leave the default as **Y** + - **Section Owner**: Specify + ``` + Finance + ``` + - **Instructions**: Specify + ``` + Update the Pricing And BOM section + ``` + - **Expectation**: Specify + ``` + Updated with relevant info + ``` + ![Create Pricing And BOM Section](./images/apex_setup_sections_task5_step4_3.png "Create Pricing And BOM Section") + +4. This shows the summary of all the sections created. + + ![Section Summary](./images/apex_setup_sections_task5_step5.png "Summary of all the sections created") + + **Summary** + + You have now successfully setup the RFP Response Management Application for the RFP Application and User Flow. + +You are now ready to **proceed to the next lab**. + +## Acknowledgements + +- **Authors-** Senthilkumar Chinnappa, Senior Principal Solution Engineer, Oracle WebCenter Content +- **Contributors-** Senthilkumar Chinnappa, Mandar Tengse , Parikshit Khisty +- **Last Updated By/Date-** Senthilkumar Chinnappa, Oct 2024 diff --git a/webcenter-content/wcc-rfp-mgmt/04-sandbox-setup-apex-application/images/apex_login_internal.png b/webcenter-content/wcc-rfp-mgmt/04-sandbox-setup-apex-application/images/apex_login_internal.png new file mode 100644 index 0000000..19a8a8d Binary files /dev/null and b/webcenter-content/wcc-rfp-mgmt/04-sandbox-setup-apex-application/images/apex_login_internal.png differ diff 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The System will automatically select the relevant section document template, and assigns/uploads against this newly uploaded RFP Document. For each of these Section Document, gets into the workflow, for further processing. - - ![Lab Flow](./images/create_new_rfp_flow.png "Create New RFP Document - Lab Flow") - -**Estimated Lab Time**: *10 minutes* - -### Objectives - -In this lab, you will: - -* Navigate through the RFP Management Application -* Upload New RFP document -* Provide property information values for the RFP Document -* Select Sections -* Verify the Section documents is present in the Workflow in WCC - -### Prerequisites - -This lab assumes you have: - -* You have completed: - * Lab: Prepare Setup ( *Paid Tenants* only) - * Lab: Setup WCC Marketplace Environment - * Lab: Initialize Environment - * Lab: Setup Apex Application - -## Task 1: Login to the RFP Response Management Application - -1. To login to the WCC RFP Response Management System Application, perform the following steps: - * Open your browser and enter the **URL** to sign in to the APEX development environment. - * **URL**: - ``` - https://localhost:16200/ords/r/wccrfpmgmt/rfp-response-management-system - ``` - - > Note : Replace `"https://localhost"` with your **hosturl** ( eg: `"http://wcc-rfpmgmt-livelab.livelabs.oraclevcn.com"` or `"https://192.0.0.0"`) - - * The login page appears. Enter the **Username, and Password**. Click **Sign In**. - * **Username**: Enter - ``` - SALES_REP - ``` - * **Password**: Enter - ``` - Welcome1 - ``` - ![Application Login](images/apex_setup_task5_step1.png "Login to APEX Application") - -## Task 2: Upload New RFP Document with properties and sections - -1. Navigate to the **New Response Request** Page by one of the below options - * On the left navigation menu, click on **New Response Request** - (OR) - * Click on the **New RFP Response** Button - ![New RFP Response](images/create_new_rfp_task1_step2.png "New RFP Response") - -2. Sample file for New RFP Request document has been included in the WCC RFP Resources file. Browse and select the file **Avitek_Requirements.pdf** from the downloaded **wcc\_rfp\_resources.zip** file ( in **Lab 1 - Prepare Setup**) and click **Next** button - ![Select the Sample file for New RFP Request document](images/create_new_rfp_task1_step3.png "Select the Sample file for New RFP Request document") - -3. In the **Attributes** Page, provide the values as below and click **Next** button - * **Attributes** - * **RFP Title**: Specify - ``` - Avitek ECM Requirements - ``` - * **Client Name**: Specify - ``` - Avitek - ``` - * **Deadline**: In the date picker, select a date two weeks from the current date ( eg : **8/30/2024** ) - * **RFP Type**: In the drop down list, select **Enterprise Content** (*Any value can be selected in this list*) - * **Additional Attributes** - * **Industry**: Select any of the value from the drop-down list (eg: **Industrial Manufacturing**) - * **RFP Issuer Contact Information**: Specify - ``` - Avitek, NA - ``` - * **Internal Owner (Salesperson)**: Specify - ``` - Sales Rep - ``` - * **Estimated Value**: Specify - ``` - 100000 - ``` - * **Competitors Involved**: Specify - ``` - CompetitorX - ``` - ![Provide attribute values for New RFP Request document](images/create_new_rfp_task1_step4.png "Provide attribute values for New RFP Request document") - -4. From the list of cards, select the sections required for creating the RFP Response for this New RFP Request Document and click **Submit RFP** button. - Example: select **Title and Summary**, **Technical Design** and **Pricing and BOM** - ![Select sections for New RFP Request document](images/create_new_rfp_task1_step5.png "Select sections for New RFP Request document") - -5. Once successfully uploaded, you'll get the message **RFP & Section Documents Successfully Uploaded**. This in-turn uploads the sample template for all the sections selected, and that goes into the WCC Workflow, so that the Section Owner can do the necessary actions on it. - - ![New RFP Request document Successfully uploaded](images/create_new_rfp_task1_step6.png "New RFP Request document Successfully uploaded") - -## Task 3: Verify the RFP documents and Section status in Application - -1. Login to the RFP Management Application and Navigate to the **RFP Details** Page from the left navigation menu - ![RFP Details Page](images/create_new_rfp_task3_step1.png "RFP Details Page") - -2. In the **RFP Details** section, click on the **Select RFP** drop-down list and select **Avitek ECM Requirements** - ![Select RFP](images/create_new_rfp_task3_step2.png "Select the uploaded RFP") - -3. Now the **RFP Requests** Page displays the information for the selected RFP. This shows - * The attribute values entered while uploading the New RFP Document - * The individual Section documents, which were uploaded for each of selected Sections. This is now in **REVIEW** State, which the Section owner can view and take the necessary actions (like **Download** the template, update it and **Upload Revision** for the same) - - ![RFP Details and Section Details](images/create_new_rfp_task3_step3.png "RFP Details and Section Details") - -## Task 4: Verify the Section documents in WCC Workflow - -1. Login to the New Redwood UI for the WebCenter Content using the below details: - * Open your browser and enter the **URL** to sign in to the APEX development environment. - - * **URL**: - ``` - https://localhost:16200/cs/idcplg?IdcService=REDWOODUI - ``` - - > Note : Replace `"https://localhost"` with your **hosturl** ( eg: `"http://wcc-rfpmgmt-livelab.livelabs.oraclevcn.com"` or `"https://192.0.0.0"`) - - * The login page appears. Enter the **Username, and Password**. Click **Sign In**. - - * **Username**: Enter - ``` - weblogic - ``` - * **Password**: Enter - ``` - Welcome1 - ``` - ![Select RFP](images/create_new_rfp_task4_step1.png "Select the uploaded RFP") - -2. In the **Libraries** Page, click on the **Content In Workflow** card and click **Open** button - ![Navigate to Content In Workflow](images/create_new_rfp_task4_step2.png "Navigate to Content In Workflow") - -3. You can see the list of the Section documents uploaded based on the Selected Section during the New RFP Document Upload Step. Click on the *information icon* ***i*** to view the details of the document. -![Content In Workflow Details](images/create_new_rfp_task4_step3.png "Content In Workflow Details") - - Here you can see the section document is in the Workflow and its uploaded for the **Avitek ECM Requirements** RFP Document. - -### Summary - - This concludes the flow of New RFP Document creation and verification of the Section documents in the WCC Workflow. - - You may now **proceed to the next lab**. - -## Acknowledgements - -* **Authors-** Senthilkumar Chinnappa, Senior Principal Solution Engineer, Oracle WebCenter Content -* **Contributors-** Senthilkumar Chinnappa, Mandar Tengse , Parikshit Khisty -* **Last Updated By/Date-** Senthilkumar Chinnappa, August 2024 +# Create New RFP Document + +## Introduction + +In this lab, you will learn about the steps needed to Upload New RFP Document in the RFP Management System and also, select the relevant sections for the RFP Response. The System will automatically select the relevant section document template, and assigns/uploads against this newly uploaded RFP Document. For each of these Section Document, gets into the workflow, for further processing. + + ![Lab Flow](./images/create_new_rfp_flow.png "Create New RFP Document - Lab Flow") + +**Estimated Lab Time**: *10 minutes* + +### Objectives + +In this lab, you will: + +* Navigate through the RFP Management Application +* Upload New RFP document +* Provide property information values for the RFP Document +* Select Sections +* Verify the Section documents is present in the Workflow in WCC + +### Prerequisites + +This lab assumes you have: + +* You have completed: + * Lab: Prepare Setup ( *Paid Tenants* only) + * Lab: Environment Setup + * Lab: Initialize Environment + * Lab: Setup Apex Application + +## Task 1: Login to the RFP Response Management Application + +1. To login to the WCC RFP Response Management System Application, perform the following steps: + * Open your browser and enter the **URL** to sign in to the APEX development environment. + * **URL**: + + ``` + https://localhost:16200/ords/r/wccrfpmgmt/rfp-response-management-system + ``` + + > Note : Replace `"https://localhost"` with your **hosturl** ( eg: `"http://wcc-rfpmgmt-livelab.livelabs.oraclevcn.com"` or `"https://192.0.0.0"`) + + * The login page appears. Enter the **Username, and Password**. Click **Sign In**. + * **Username**: Enter + + ``` + SALES_REP + ``` + * **Password**: Enter + + ``` + Welcome1 + ``` + + ![Application Login](images/apex_setup_task5_step1.png "Login to APEX Application") + +## Task 2: Upload New RFP Document with properties and sections + +1. Navigate to the **New Response Request** Page by one of the below options + * On the left navigation menu, click on **New Response Request** + (OR) + * Click on the **New RFP Response** Button + ![New RFP Response](images/create_new_rfp_task1_step2.png "New RFP Response") + +2. Sample file for New RFP Request document has been included in the WCC RFP Resources file. Browse and select the file **Avitek_Requirements.pdf** from the downloaded **wcc\_rfp\_resources.zip** file ( in **Lab 1 - Prepare Setup**) and click **Next** button + ![Select the Sample file for New RFP Request document](images/create_new_rfp_task1_step3.png "Select the Sample file for New RFP Request document") + +3. In the **Attributes** Page, provide the values as below and click **Next** button + * **Attributes** + * **RFP Title**: Specify + + ``` + Avitek ECM Requirements + ``` + * **Client Name**: Specify + + ``` + Avitek + ``` + * **Deadline**: In the date picker, select a date two weeks from the current date ( eg : **8/30/2024** ) + * **RFP Type**: In the drop down list, select **Enterprise Content** (*Any value can be selected in this list*) + * **Additional Attributes** + * **Industry**: Select any of the value from the drop-down list (eg: **Industrial Manufacturing**) + * **RFP Issuer Contact Information**: Specify + + ``` + Avitek, NA + ``` + * **Internal Owner (Salesperson)**: Specify + + ``` + Sales Rep + ``` + * **Estimated Value**: Specify + + ``` + 100000 + ``` + * **Competitors Involved**: Specify + + ``` + CompetitorX + ``` + + ![Provide attribute values for New RFP Request document](images/create_new_rfp_task1_step4.png "Provide attribute values for New RFP Request document") +4. From the list of cards, select the sections required for creating the RFP Response for this New RFP Request Document and click **Submit RFP** button. + Example: select **Title and Summary**, **Technical Design** and **Pricing and BOM** + ![Select sections for New RFP Request document](images/create_new_rfp_task1_step5.png "Select sections for New RFP Request document") +5. Once successfully uploaded, you'll get the message **RFP & Section Documents Successfully Uploaded**. This in-turn uploads the sample template for all the sections selected, and that goes into the WCC Workflow, so that the Section Owner can do the necessary actions on it. + + ![New RFP Request document Successfully uploaded](images/create_new_rfp_task1_step6.png "New RFP Request document Successfully uploaded") + +## Task 3: Verify the RFP documents and Section status in Application + +1. Login to the RFP Management Application and Navigate to the **RFP Details** Page from the left navigation menu + ![RFP Details Page](images/create_new_rfp_task3_step1.png "RFP Details Page") + +2. In the **RFP Details** section, click on the **Select RFP** drop-down list and select **Avitek ECM Requirements** + ![Select RFP](images/create_new_rfp_task3_step2.png "Select the uploaded RFP") + +3. Now the **RFP Requests** Page displays the information for the selected RFP. This shows + * The attribute values entered while uploading the New RFP Document + * The individual Section documents, which were uploaded for each of selected Sections. This is now in **REVIEW** State, which the Section owner can view and take the necessary actions (like **Download** the template, update it and **Upload Revision** for the same) + + ![RFP Details and Section Details](images/create_new_rfp_task3_step3.png "RFP Details and Section Details") + +## Task 4: Verify the Section documents in WCC Workflow + +1. Login to the WebCenter Content Server using the below details: + + * Open your browser and enter the **URL** to sign in to the APEX development environment. + * **URL**: + + ``` + https://localhost:16200/cs + ``` + > Note : Replace `"https://localhost"` with your **hosturl** ( eg: `"http://wcc-rfpmgmt-livelab.livelabs.oraclevcn.com"` or `"https://192.0.0.0"`) + + * The login page appears. Enter the **Username, and Password**. Click **Sign In**. + * **Username**: Enter + + ``` + weblogic + ``` + * **Password**: Enter + + ``` + Welcome1 + ``` + ![CS Login Page](images/create_new_rfp_task4_step1.png "CS Login Page") + + * Under **Content Management** tab, navigate to **Active Workflows** > **All Active Workflows**. In the **All Active Workflows** list , click on **FinanceSectionWorkflow** + ![This image shows the WCC Instance Active Workflows Documents](./images/create_new_rfp_task4_step1_1.png " Active Workflows Documents") + +2. If, REDWOODUI is enabled, Login to the New Redwood UI for the WebCenter Content using the below details: + + * Open your browser and enter the **URL** to sign in to the APEX development environment. + * **URL**: + + ``` + https://localhost:16200/cs/idcplg?IdcService=REDWOODUI + ``` + + > Note : Replace `"https://localhost"` with your **hosturl** ( eg: `"http://wcc-rfpmgmt-livelab.livelabs.oraclevcn.com"` or `"https://192.0.0.0"`) + + * The login page appears. Enter the **Username, and Password**. Click **Sign In**. + * **Username**: Enter + + ``` + weblogic + ``` + * **Password**: Enter + + ``` + Welcome1 + ``` + ![CS Login Page](images/create_new_rfp_task4_step1.png "CS Login Page") + + * In the **Libraries** Page, click on the **Content In Workflow** card and click **Open** button + ![Navigate to Content In Workflow](images/create_new_rfp_task4_step2.png "Navigate to Content In Workflow") + + * You can see the list of the Section documents uploaded based on the Selected Section during the New RFP Document Upload Step. Click on the *information icon* ***i*** to view the details of the document. + ![Content In Workflow Details](images/create_new_rfp_task4_step3.png "Content In Workflow Details") + + Here you can see the section document is in the Workflow and its uploaded for the **Avitek ECM Requirements** RFP Document. + +### Summary + + This concludes the flow of New RFP Document creation and verification of the Section documents in the WCC Workflow. + + You may now **proceed to the next lab**. + +## Acknowledgements + +* **Authors-** Senthilkumar Chinnappa, Senior Principal Solution Engineer, Oracle WebCenter Content +* **Contributors-** Senthilkumar Chinnappa, Mandar Tengse , Parikshit Khisty +* **Last Updated By/Date-** Senthilkumar Chinnappa, October 2024 diff --git a/webcenter-content/wcc-rfp-mgmt/05-create-new-rfp-doc/images/create_new_rfp_task4_step1_1.png b/webcenter-content/wcc-rfp-mgmt/05-create-new-rfp-doc/images/create_new_rfp_task4_step1_1.png new file mode 100644 index 0000000..86fe187 Binary files /dev/null and b/webcenter-content/wcc-rfp-mgmt/05-create-new-rfp-doc/images/create_new_rfp_task4_step1_1.png differ diff --git a/webcenter-content/wcc-rfp-mgmt/workshops/sandbox/index.html b/webcenter-content/wcc-rfp-mgmt/workshops/sandbox/index.html new file mode 100644 index 0000000..1a64ecb --- /dev/null +++ b/webcenter-content/wcc-rfp-mgmt/workshops/sandbox/index.html @@ -0,0 +1,62 @@ + + + + + + + + + Oracle LiveLabs + + + + + + + + + + + + +
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+ + + + + diff --git a/webcenter-content/wcc-rfp-mgmt/workshops/sandbox/manifest.json b/webcenter-content/wcc-rfp-mgmt/workshops/sandbox/manifest.json new file mode 100644 index 0000000..bc75283 --- /dev/null +++ b/webcenter-content/wcc-rfp-mgmt/workshops/sandbox/manifest.json @@ -0,0 +1,51 @@ +{ + "workshoptitle": "Quick start your records disposition program with WebCenter Content : Records", + "help": "livelabs-help-db_us@oracle.com", + "tutorials": [ + { + "title": "Introduction", + "description": "This lab provides detailed guide to set up RFP Management Application on WebCenter Content Server", + "filename": "./../../introduction/introduction.md" + }, + { + "title": "Lab 1: Prepare Setup", + "description": "How to download your ORM stack and update security rules for an existing VCN", + "filename": "../../01-sandbox-prepare-setup/01-sandbox-prepare-setup.md" + }, + { + "title": "Lab 2: Environment Setup", + "description": "Verify Setup of compute instance", + "filename": "https://oracle-livelabs.github.io/common/labs/verify-compute/verify-compute-ssh-and-novnc.md" + }, + { + "title": "Lab 3: Initialize Environment", + "description": "This lab provides detailed guide to initialize the workshop environment", + "filename": "./../../03-sandbox-initialize-environment/03-sandbox-initialize-environment.md" + }, + { + "title": "Lab 4: Setup APEX Application", + "description": "This lab shows you how to create new workspace and import WCC RFP Management System APEX Application", + "filename": "./../../04-sandbox-setup-apex-application/04-sandbox-setup-apex-application.md" + }, + { + "title": "Lab 5: Create New RFP Document", + "description": "This lab shows you how to access the WCC RFP Management System APEX Application and go through the flow to create New RFP Document", + "filename": "./../../05-create-new-rfp-doc/05-create-new-rfp-doc.md" + }, + { + "title": "Lab 6: Update and Complete Documents for Sections", + "description": "This lab shows you how to Preview, Download , Update the Section Document and Complete the Sections, so that it can be merged to create a RFP Response Document.", + "filename": "./../../06-update-sections/06-update-sections.md" + }, + { + "title": "Lab 7: Merge Section Documents to create RFP Response", + "description": "This lab shows you how to select all the completed Section documents for a particular RFP and create a RFP Response Document.", + "filename": "./../../07-merge-sections-to-rfp-response/07-merge-sections-to-rfp-response.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-livelabs.md" + } + ] +}