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1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
2 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
ATG Live Webcast: Usability Best Practices for Oracle E-Business SuiteSara Woodhull, Principal Product ManagerApplications Technology Group
ORACLEPRODUCT
LOGO
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The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Program Agenda
• Introduction• Upgrade to Release 12.1.3 • Personalize• Extend
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Introduction
• Make your applications more usable• Get the most out of the new usability enhancements• Follow User Experience best practices when
customizing your applications
• UX Direct Program
Usability Best Practices
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Oracle’s Applications Strategy
• Continuation– Upgrade to current releases of existing applications
• Coexistence– Complement existing applications with integration to and
coexistence with specific Oracle Fusion Application functionality
• Replacement– Completely replace older deployments with Oracle Fusion
Applications
Three top-level adoption strategies for Fusion Applications
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Top Three Ways to Improve EBS Usability
1. Upgrade to Release 12.1.32. Personalize to your requirements3. Use right technology and follow standards for
extensions
Get the most out of Oracle E-Business Suite
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Upgrade to Release 12.1.3<Insert Here>
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Oracle Application FrameworkOverview
• Web application development framework for Oracle E-Business Suite
• Declarative application development based on model-view-controller (MVC) architecture
• Runtime framework to create UI personalizations• Declarative extensions development
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Upgrade to Release 12.1.3
• Usability enhancements in all OA Framework-based products due to technology improvements
• Many screens rebuilt using OA Framework• Individual products redesigned with new task-based
flows
Take advantage of usability improvements
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Oracle Application Framework Release 12
• Modern Look and Feel• Support for WSRP Portlets• Web services support • Personalization
– Personalization Document Manager– Contextual Hierarchy Page– Support for EL Syntax– Enhanced Configurable Page
Personalization– Enhanced Home Page Personalization– Configurable Start Page
• Rich User Interface– Configurable Home Page– New Navigator and Favorites – Look-ahead LOV– Inline Attachments– Pop-up dialogs– Rich content container
• Flexfield Reference support• Record History support• Support for RESTful services• Personalization of additional attributes• Portletization capabilities
12.0 12.1
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Rich User InterfaceConfigurable Home Page
EmbeddedContentReconfigured
Layout
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Rich User InterfaceConfigurable Home Page
New NavigatorTree
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Rich User InterfaceNavigator
Drop-downNavigator Menu
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Rich User InterfaceFavorites
Drop-down Favorites Menu
Best Practice: Encourage users to set up favorites.
Best Practice: Encourage users to set up favorites.
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Rich User InterfaceLook-Ahead LOV
Inline look-ahead LOV window
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Rich User InterfaceInline Attachments
Inline “Add Attachment” window
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Rich User InterfaceInline Attachments
Inline “View Attachment” window
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Rich User InterfaceProfile Options
Profile Option Name Values DefaultFND: Disable Configurable Home Page True, False False (Site)
FND: Disable Navigator and Favorites Rich Menu True, False False (Site)
FND: Disable Look Ahead LOV True, False False (Site)
FND: Disable Inline Attachments True, False False (Site)
• Rich UI capabilities are enabled by default in 12.1.3• Best practice is to leave enabled.
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Rich User InterfacePop-up
Inline Pop-upwindow
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Rich User InterfaceRich Content Container
Embedded OBIEE Analytic Contents
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REST Service Interface Enables Rich, Responsive User Interface
• Powerful, light-weight interface to expose your business services– Referred to as “RESTful Services”
• RESTful services send or receive data in standard XML formats
• Example RESTful service UIs in EBS:– Tree Navigator on home page– Navigator and Favorites links
• You can build custom user interfaces using the OA Framework RESTful Service Interface
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Oracle Application Framework 12.1+ (Roadmap)
• Personalization– Add new items based on
dynamically created view objects– Extend personalization capability
to more components and properties
– Support attaching PPR events and actions
– Support Copy/Undo Personalization
• UI Indicators• Simplified ADF integration• AutoVue integration• Enhanced mobile/iPad support• Enhanced EL Support
Future
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Rich User InterfaceNavigator Search on Navigator Link
Type-aheadsearch
Use of icons for space optimization
Use of icons for space optimization
“Personalize Navigator” moves down
Future
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Rich User InterfaceUI Indicators
Activity indicator
VisualHints
Hover-overPop-ups
(Dotted Line)
ClickPop-up
(Full line)
Future
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AutoVue Integration
“Print Attachment”dialog window
Future
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Personalize Oracle E-Business Suite for Maximum Usability
<Insert Here>
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Customizations in Oracle E-Business Suite
• Personalize– Add new items– Change prompts, titles, text– Reorder items or regions
• Configure– Profile Options– User-defined Flexfields– Function and Data Security
Setups
• Extend– Add new functional flows or
content– Extend or override existing
business logic
• Modify– OVERWRITE Oracle Shipped
code / business logic
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Hard to use Better!
Usability Best Practice: Data Planning
• Consider structuring data for usability in Lists of Values and queries.– Data with same first characters requires users to type in many
extra characters repeatedly, wasting time and annoying users.– There are MANY areas where careful data creation can improve
usability!
All across your applications
Customer ReportSupplier Report
Report on CustomersReport on Suppliers
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Options for Personalization
• Personalization refers to using Oracle E-Business Suite personalization frameworks to modify user interface of a page– OA Framework
• Administrator personalizations• User personalizations (search pages only)
– Forms
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Form Personalization
• Allows you to make changes to a form without programming• You can:
– Change object properties such as title, required, and so on– Display messages to the user– Activate additional menu entries– Execute certain Forms built-ins such as database procedure call, ‘Do’
key, open form/URL
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Accessing the Form Personalization UI
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Form Personalization UI: Condition
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Form Personalization UI: Actions
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OA Framework Personalization
• Immediate, visual feedback of changes• Patching the base page doesn’t usually affect the
personalizations• Available on all OA Framework components• Translation support• Utilities to move changes across instances
Features
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Personalization
• Administrator Personalization– Function– Location– Site– Organization– Responsibility
• End User Personalization– User Views
• Personalization at each layer is stored in its own XML document
Levels
Organization Layer
Responsibility Layer
Site Layer
Location Layer
Function Layer
Base Page Layer
User ViewsUser Views
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Personalization
• Tailor text for labels, prompts, and tip messages• Hide or show components• Reorder components• Restrict query results• Add new items: fields, buttons, links,
pick lists, images, regions, and so on• Tailor graphs and charts• Seed end-user views
Administrator Personalizations
Best Practice:Hide fields your
organization doesn't use
Best Practice:Hide fields your
organization doesn't use
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Personalization
• Available on query regions only– Create and save a search– Tailor results table column titles– Hide/show results table columns– Reorder results table columns– Add data filters– Change sorting order
• A system administrator can seed user views and set up a default view
End User Personalizations
Best Practice: Train end users
to tailor their searches and save them for
later reuse
Best Practice: Train end users
to tailor their searches and save them for
later reuse
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Usability: Personalization Best Practice
• End users can create saved searches (Views) with 5-25 rows in results table where Save Search is available
• System administrators can personalize "Records Displayed" property of search results tables with larger numbers of rows– Improve usability where users need to see many rows at once– Beware of possible performance impact– Optimal number of rows depends on page. Test with users!
Rows in a Table
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Usability: Personalization Best Practice
• Keep informational text where the user expects to see it– Keep text near the affected objects
• Keep added text to a minimum– A big black paragraph of text is daunting to users– After the first few uses, that paragraph just gets in the way
• Be sure to translate text personalizations– Translate OA Framework personalizations in Manage Levels
screen– If you create new Message Dictionary messages, translate them
Informational Text
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Do Quick Usability Tests of Personalizations
• Test original page layout and multiple personalization possibilities– Set up different personalizations against several different dummy
functions or responsibilities– Let users try out the options online
• OR– Take screenshots of pages with different personalizations– Show screenshots as paper prototypes to users
Usability Best Practice
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Personalization and Extension Best Practice
• Screens for occasional use by a given user– Needs more explanatory text– Leads user from one part of task to the next– Generally more white space
• Screens for heavy, repeated use by a given user– Needs less explanatory text– Fit more fields and rows into available space to cut down on
page-to-page navigation, improve user throughput
Tailor UI to Type of User
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ExtendOracle E-Business Suite for Maximum Usability
<Insert Here>
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Extensibility
• Extension refers to building new components and integrating with Oracle E-Business Suite
• Extend Oracle E-Business Suite if you want to:– Modify or extend business logic such as data validation– Build new pages– Change page flows– Build new business components
Overview
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Extension Technologies
• BC4J Substitution to extend business logic only (preferred)
• Build new pages, applications: – OA Framework (preferred)– Oracle Forms– Application Express (APEX) for PL/SQL-based extensions– Oracle ADF
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Best Practice: Choose the Right Technology
• Use OA Framework if your application needs to: – Use Flexfields– Use E-Business Suite function
security and data security– Have seamless session management
with E-Business Suite applications– Have same look and feel as the
E-Business Suite application
New Applications
OAF
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Best Practice: Choose the Right Technology
• Use APEX if you are building PL/SQL-based applications with simple template-based UIs– Requires PL/SQL skills– No Java required or allowed– Provides lightweight
HTML-based UI
New Applications
APEX
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Best Practice: Choose the Right Technology
• Use ADF if your application needs to– Use the same standards-based Java development platform as
Oracle Fusion Applications– Have rich user interface capabilities that are specific to ADF– Support mobile devices via ADF Mobile
New Applications
ADF
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Hybrid: Integration Between EBS and ADFIntegration uses Oracle E-Business Suite SDK for Java
and can include: • Access to Oracle E-Business Suite data
– Using AppsDataSource with ADFBC– Using SOA Suite
• Access to Oracle E-Business Suite stored procedures– Using AppsDataSource
• Navigation between ADF and OAF pages (coming soon)– Register ADF pages and add to EBS menus– Optionally embed ADF pages on OA Framework pages
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Navigation between OAF and ADF pages
ADF FacesPage
OA FrameworkPage
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ADF Content in OAF Page Pop-Ups
Best Practice:• Use pop-ups to show
drilldown detail for a "quick look"
• Use ADF when there is no corresponding OA Framework component availableEmbedded ADF
Content (Pop-up)
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Embedding ADF content in an OAF page
Embedded ADFContent
Best Practice:• Use ADF when there
is no corresponding OA Framework component available
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Best Practice: Choose the Right Technology
• Use the same technology for the extension as is in the rest of the business flow– Avoid switching user interface styles in the middle of a process.– Many EBS UI standards are built into OA Framework and Oracle
Forms technology and development process.
• Keep page styles as consistent as possible– Follow development and UI standards for the particular
technology.
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Best Practice: Choose the Right Technology
ADFForms OA Framework APEX• Personalizations• Extend form flows• Session context• Flexfields• UI consistency• Internationalization
• Personalizations• Extend page flows• Session context• Flexfields• UI consistency• Internationalization• New applications
• Specialized UIcomponents
• Mobile apps
• Use with PL/SQLbusiness logic
• Lightweight HTML
Tightly Integrated Loosely Coupled
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Conclusion<Insert Here>
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Key Takeaways
1. Upgrade to Release 12.1.3 to improve usability and user productivity through enhanced rich user interactions.
2. Personalize applications and follow best practices to make shipped applications suit your users' needs.
3. Extend applications and make use of better integration with Fusion Middleware technologies like Oracle ADF to bring the latest technologies to your enterprise.
Enhance Usability of Oracle E-Business Suite
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Standards and References
• Usable Apps Blog– http://blogs.oracle.com/usableapps
• Form Personalizations – My Oracle Support Notes 279034.1 (Release 11i) and 395117.1
(Release 12)
• Oracle Application Framework Personalization Guide – http://www.oracle.com/technetwork/documentation/applications-
167706.html
Do Extensions and Customizations Right
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Standards and References
• Oracle E-Business Suite Developer's Guide – New applications, customization standards, building Oracle
Forms-based screens
• Oracle Application Framework Developer's Guide – OA Framework-based screens
• BLAF UI Standards – Content standards still apply for Release 12 OA Framework-
based pages– http://download.oracle.com/tech/blaf/specs/index.html
Do Extensions and Customizations Right
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More information
• OA Framework 12.1.2/12.1.3 Release Notes• MOS notes 951242.1 and 1087332.1
• Steven Chan’s Blog• http://blogs.oracle.com/stevenChan/
• ATG Webcasts and Training• http://blogs.oracle.com/stevenChan/entry/e_business_suite_technology_learning
• Fusion Middleware for E-Business Suite• http://www.oracle.com/technology/tech/fmw4apps/ebs/index.html
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More Usability Resources
• Usability best practices across all product lines
• UX Direct Program Contact: Madhuri.kolhatkar@oracle.com
UX Direct Program: Usability Best Practices
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Q&A
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