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Oracle® Fusion Middleware Desktop Integration Developer's Guide for Oracle Application Development Framework
11g Release 1 (11.1.1)

Part Number E10139-02
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14 Deploying Your Integrated Excel Workbook

This chapter describes how to deploy a workbook that you have integrated with a Fusion web application to your end users once you have finalized the integration.

This chapter includes the following sections:

14.1 Introduction to Deploying Your Integrated Excel Workbook

Once you finish development of your integrated Excel workbook, you make the final integrated Excel workbook available to end users by deploying the resulting Fusion web application to an application server. Before you deploy a finalized Excel workbook that integrates with the Fusion web application, you must publish it as described in Section 14.4, "Publishing Your Integrated Excel Workbook". Once you have published the Excel workbook, you can deploy it using one of the methods outlined in the "Deploying Fusion Web Applications" chapter of the Oracle Fusion Middleware Fusion Developer's Guide for Oracle Application Development Framework.

The end users that you deploy an integrated Excel workbook to must do the following:

14.2 Making the Oracle ADF Desktop Integration Client Framework Available to End Users

End users who want to use the functionality that you configure in an integrated Excel workbook must install the Oracle ADF Desktop Integration client framework. Store the tool (setup.exe) that installs the Oracle ADF Desktop Integration client framework at a location where end users can download it. For example, you can make the setup.exe tool available from a shared network location such as the following:

\\myFileServer\adfdi-deploy

Maintaining one shared network location makes it easier to manage the version of the Oracle ADF Desktop Integration client framework that end users install on their machines.

For information about using the setup.exe tool, see Section 3.5, "Setting Up the Oracle ADF Desktop Integration Client Framework".

For more information about Microsoft ClickOnce installer, see the following:

http://msdn.microsoft.com/en-us/library/71baz9ah.aspx

14.3 Configuring Security Settings for Excel

End users who want to use integrated Excel workbooks must have their Excel application configured to allow it to run integrated Excel workbooks as described in Section 3.4, "Allowing Excel to Run an Integrated Excel Workbook". They also need to add the host name of the Fusion web application to the Excel application's list of trusted locations.

To add the host name of a Fusion web application to Excel's list of trusted locations:

  1. Open Excel.

  2. Click the Microsoft Office button and then click Excel Options.

  3. Click the Trust Center tab and then click Trust Center Settings.

  4. Click the Trusted Locations tab.

  5. Select the Allow Trusted Locations on my network (not recommended) checkbox.

  6. Click Add new location and enter the host name of the Fusion web application in the Path field of the dialog box that appears.

    For example, you enter something similar to the following for the Master Price List module of the Fusion Order Demo application:

    http://hostname:7101/FODMasterPriceList

  7. Select the Subfolders of this location are also trusted checkbox.

  8. Click OK.

14.4 Publishing Your Integrated Excel Workbook

Once you finalize configuring the Excel workbook with Oracle ADF functionality, you need to publish it. Publishing a workbook makes it available to the end users for whom you configured the integrated Excel workbook.

14.4.1 How to Publish an Integrated Excel Workbook

You publish a workbook by clicking a button on the Oracle ADF Desktop Designer toolbar and specifying values in the dialog boxes that appear.

To publish a workbook:

  1. Before you start publishing an integrated Excel workbook, ensure that the ApplicationHomeFolder and WebPagesFolder properties in the Edit Workbook Properties dialog box are correct. If these properties are not set, the Oracle ADF Desktop Integration module prompts you to set them when you publish the integrated Excel workbook.

    For more information, see Section 4.4.2, "How to Open an Excel Workbook for the First Time".

  2. In the Oracle ADF Desktop Designer toolbar, click the Publish Workbook button.

  3. Specify the directory and file name for the published workbook in the Publish Workbook dialog box that appears. The directory and file name that you specify for the published workbook must be different from the directory and file name for the design time workbook.

  4. Click Save to save changes.

14.4.2 What Happens When You Publish an Integrated Excel Workbook

When you click the Publish button in design mode, the Oracle ADF Desktop Integration module triggers the following actions:

  • Prompts you to save any pending changes in the workbook

    If you decline to save pending changes, the publication process is canceled. If you accept to save pending changes, the publication process proceeds.

  • Removes binding expressions that are visible in the worksheet while the workbook is in design mode

  • Changes the workbook mode to runtime mode

  • Removes the Oracle ADF Desktop Integration Designer toolbar and the Oracle ADF Desktop Integration Designer from Excel's Document Actions

  • Creates the published workbook with the file name you specified in the directory that you specified

  • Updates the client registry. For more information, see Section 11.3, "Checking the Integrity of an Integrated Excel Workbook's Metadata".

14.5 Deploying a Published Workbook with Your Fusion Web Application

Add the integrated Excel workbook to the JDeveloper project for your Fusion web application if it is not already packaged with the other files that make up your JDeveloper project. This makes sure that the Excel workbooks you integrate with your Fusion web application get deployed when you deploy your finalized Fusion web application. For example, the Master Price List module stores the Excel workbooks that it integrates at the following location:

FOD_HOME\MasterPriceList\ViewController\public_html\excel

where FOD_HOME is the installation directory for the Fusion Order Demo application.

Once you decide on a location to store your integrated Excel workbooks, you can configure web pages in your Fusion web application allowing end users to access the integrated Excel workbooks. For example, Figure 14-1 shows Internet Explorer's File Download dialog box, which was invoked by clicking the Excel > Edit Using Live Spreadsheet menu options on the PriceListSummary.jspx page displayed by the Master Price List module.

Figure 14-1 Invoking an Integrated Excel Workbook from a Fusion Web Application

Invoking a Excel Workbook from a Fusion Web Application

To enable the functionality illustrated in Figure 14-1, the HTTP filter parameters for your Fusion web application must be configured to recognize Excel workbooks. JDeveloper automatically configures these parameters for you when you add Oracle ADF Desktop Integration to the technology scope of your Fusion web application, as explained in Section 4.2, "Adding Oracle ADF Desktop Integration to a Fusion Web Application". If you need to manually configure the HTTP filter parameters, see Appendix E, "Desktop Integration Settings in the Web Application Deployment Descriptor".

Once you have configured the HTTP filter for your Fusion web application, you configure the web pages that the Fusion web application displays to end users to allow them to invoke Excel workbooks. A basic method of invoking an Excel workbook that you have integrated with a Fusion web application is to provide a hyperlink that invokes the workbook. For example, you could write the following HTML in a web page:

<a href="/excel/EditPriceList.xlsx">Open the Master Price List in Excel</a>

where excel is a subdirectory of the directory specified by the WebPagesFolder workbook property and EditPriceList.xlsx is the Excel workbook that the end user invokes.

Note:

If you write the following HTML code to download the integrated Excel workbook, without first forward slash (/) in the path:

<a href="excel/EditPriceList.xlsx">Open the Master Price List in Excel</a>

Internet Explorer displays a customization error when the end user downloads the integrated Excel workbook.

You can provide functionality that allows end users to invoke Excel workbooks from buttons, lists and command menus. The following list provides some examples:

For more information about creating web pages for a Fusion web application, see the Oracle Fusion Middleware Web User Interface Developer's Guide for Oracle Application Development Framework.

14.6 Passing Parameter Values from a Fusion Web Application Page to a Workbook

You can configure a page in your Fusion web application to pass parameter values to an integrated Excel workbook when an end user downloads the workbook from the page. For example, if an end user attempts to download a workbook from a page that displays a list of products, the list of products that appears in the workbook will correspond to the list of products displayed in the page when the end user invoked the download. Subsequent changes that the end user makes to data in one location (the worksheet or the Fusion web application's page) do not affect data in the other location.

To configure this functionality, you must:

14.6.1 How to Configure the Fusion Web Application's Page to Pass Parameters

You insert an <af:goLink> tag and specify property values for it that reference the integrated Excel workbook the end user downloads and the values to download. You also specify the commands on the page that, when invoked, require the Fusion web application to refresh the values referenced by the <af:goLink> tag and its property values.

To configure the page in the Fusion web application:

  1. In JDeveloper, insert the af:goLink tag into the page from which the end user downloads the integrated Excel workbook.

  2. In the Structure window, right-click the af:goLink node and choose Go to Properties.

  3. Expand the Common section and set values for the properties described in the following table.

    Property Value
    Text Write the text that appears to end users at runtime.

    For example, write text such as the following to appear at runtime:

    Download to Excel

    Destination Invoke the expression builder to write an EL expression that specifies the integrated Excel workbook and the values to download as a URL argument:

    For example, write an EL expression such as the following:

    "/excel/workbook.xlsx?productName=#{bindings.productName.attributeValue}"

    Note that the runtime URL-encoded value of the EL expression to the right of ? must be less than 2048 bytes. If the runtime value exceeds 2048 bytes, the integrated Excel workbook downloads the URL arguments in the first 2048 bytes. Subsequent URL arguments do not get downloaded to the integrated Excel workbook. Instead, the Fusion web application writes log entries for these URL arguments identifying them as having not been downloaded.

    For example, the runtime URL-encoded value of productName=#{bindings.productName.attributeValue} must be less than 2048 bytes.

    Also note that if the URL contains more than 256 characters, an exception is raised when the end user downloads and opens the integrated Excel workbook without saving it. To resolve this problem, you must limit your URL length to 256 characters, or instruct the end user to save the workbook before opening it.


  4. Optionally, expand the Behavior section and specify component IDs for the partialTriggers property that, when invoked, update the values of the af:goLink tag and its Destination property.

    For example, if you have navigation buttons with the IDs NextButton, PreviousButton, FirstButton, and LastButton, specify them as follows:

    :NextButton :PreviousButton :FirstButton :LastButton

  5. Save the page.

    The following example shows the entries that JDeveloper generates in a JSF page using the examples in this procedure:

    <af:goLink text="Download to Excel"
    destination="/excel/workbook.xlsx?productName=#{bindings.productName.attributeValue}"
    partialTriggers=":NextButton :PreviousButton :FirstButton :LastButton"/>
    

14.6.2 How to Configure the Page Definition File for the Worksheet to Receive Parameters

You configure the page definition file associated with the worksheet in the integrated Excel workbook as follows:

  • Add one or more parameter elements that initialize the worksheet with the values specified by the workbook Parameters property that you configure in Section 14.6.3, "How to Configure Properties in the Integrated Excel Workbook to Receive Parameters".

    The following example shows a parameter element in a page definition file that is associated with a worksheet in an integrated Excel workbook:

    <parameters>
        <parameter id="ProductNameParam" />
    </parameters>
    
  • Add an invokeAction and a method action binding so that the page definition file associated with the worksheet initializes correctly.

    The following example shows the initializeProductTable invokeAction invoking the filterByProductName method action binding. The invokeAction is refreshed only when a value for ProductNameParam is supplied.

    <executables>
        <invokeAction Binds="filterByProductName" id="initializeProductTable"
                      Refresh="deferred"
                      RefreshCondition="${bindings.ProductNameParam != null}"/>
    ...
    </executables>
    

    The method action binding invokes a view object method (filterByProductName). The view object method takes a single String argument (ProductNameArg) that references the value of ProductNameParam.

    <bindings>
        <methodAction id="filterByProductName" RequiresUpdateModel="true"
                      Action="invokeMethod" MethodName="filterByProductName"
                      IsViewObjectMethod="true" DataControl="AppModuleDataControl"
                      InstanceName="AppModuleDataControl.ProductVO1">
          <NamedData NDName="ProductNameArg" NDValue="${bindings.ProductNameParam}"
                      NDType="java.lang.String"/>
        </methodAction>
    . . .
    </bindings>
    

For more information about configuring a page definition file, see Section 4.3, "Working with Page Definition Files for an Integrated Excel Workbook".

14.6.3 How to Configure Properties in the Integrated Excel Workbook to Receive Parameters

You configure the workbook Parameters property and the worksheet Parameters property so that the integrated Excel workbook that the end user downloads from the Fusion web application receives parameter values included in the query string of the workbook download URL.

To configure the workbook Parameters property:

  1. Click Workbook Properties in the Oracle ADF Desktop Integration Designer.

  2. Click the ellipsis button (...) beside the input field for Parameters to invoke the WorkbookParameter Collection Editor.

  3. Click Add to add a new workbook initialization parameter and configure its properties as follows:

  4. Repeat Step 3 as necessary to add other workbook initialization parameters.

  5. Click OK.

    For more information about the workbook Parameters property, see Table A-18.

To configure the worksheet Parameters property:

  1. Click Worksheet Properties in the Oracle ADF Desktop Integration Designer.

  2. Click the ellipsis button (...) beside the input field for Parameters to invoke the WorksheetParameter Collection Editor.

  3. Click Add to add a new worksheet parameter and configure it as in Figure 14-2:

    • (Optional) In the Annotation field, enter a description of the worksheet parameter.

    • In the Parameter field, specify a parameter element that you added to the page definition file associated with the worksheet, as described in Section 14.6.2, "How to Configure the Page Definition File for the Worksheet to Receive Parameters".

    • In the Value field, write an EL expression that references the value of the Parameter property you specified for the workbook initialization parameter (workbook Parameters array). Use the following syntax when writing the EL expression:

      #{workbook.params.productName}

      where productName references the value of the Parameter property you specified for the workbook initialization parameter.

    Figure 14-2 Worksheet Parameters

    Worksheet Parameters dialog
  4. Repeat Step 3 as necessary to add other workbook initialization parameters.

  5. Click OK.

    For more information about the worksheet Parameters property, see Table A-19.

By default, the workbook parameters are not sent every time the workbook connects to the server to request metadata, the end user logs out, or the session expires. If required, you can configure the workbook to send the initialization parameters by configuring the SendParameters property.

To configure the worksheet SendParameters property:

  1. Click Worksheet Properties in the Oracle ADF Desktop Integration Designer.

  2. In the property inspector, set the value of SendParameters as shown in the following table and Figure 14-2:

    Set this property to... This value...
    SendParameters True to send workbook parameters when the workbook connects to the server in order to request metadata or data, each time it is opened. False is the default value.

    For more information, see Section 15.3, "Restore Server Data Context Between Sessions".


  3. Click OK.

14.6.4 What Happens at Runtime When a Fusion Web Application Page Passes Parameters to an Integrated Excel Workbook

When the end user downloads the integrated Excel workbook from the Fusion web application, the af:goLink tag is evaluated and the current product name is captured and included on the URL. The adfdiExcelDownload filter embeds the names and values of all the parameters from the URL into the downloaded integrated Excel workbook.

After downloading the workbook, when the end user opens it for the first time, the active worksheet of the integrated Excel workbook is initialized. The initialization process includes fetching metadata from the web application. As part of retrieving the worksheet metadata, the stored workbook parameters (if any) are sent to the ADF Desktop Integration remote servlet and are available for application logic such as <invokeAction> executables. Specifically, the parameters are set into BindingContainer DCParameters before the binding container is refreshed. The action set in the worksheet Startup event is also executed during initialization. After initialization, the initialization status for each worksheet is recorded when the integrated Excel workbook is saved to disk.

After the integrated Excel workbook has been saved, closed, and reopened , the first-time initialization is skipped for any worksheets that were previously initialized. If workbook parameters were captured when the integrated Excel workbook was first downloaded, and those parameters are required to set up server context, then the Worksheet.ServerContext.SendParameters property should be set to True. When the SendParameters property is True, workbook parameters will be sent when the workbook first connects to the server to request metadata or data, each time the workbook is opened.

To reset the initialization state for all worksheets in the workbook, invoke the ClearAllData action. For more information about the ClearAllData action, see Table A-17.