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Copyright: AuraPlayer 2015 Mia Urman [email protected] @miaurman www.oracleformsinfo.com The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

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Page 1: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Mia [email protected]

@miaurmanwww.oracleformsinfo.com

The 4 Step Plan to Leverage your Oracle Forms Investment

into the Mobile/ Cloud Generation

Page 2: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Oracle FormsStatement of direction

http://www.oracle.com/technetwork/issue-archive/2010/toolssod-3-129969.pdf

Page 3: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Mia [email protected]

• Oracle Development Geek for 15 years.

• 5 years at Oracle as a senior support analyst and local product manager of Forms and ADF.

• CEO and Founder of AuraPlayer - Addressing Oracle Forms modernization challenges encountered at blue chip customers

• Board member of ODTUG, Leader of the ilOUG Oracle Developer Group and presenter of Oracle tools at international conferences OOW, Kscope, UKOUG …

Page 4: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

• Mission critical back office systems

•  Can’t access business processes from external applications

• Systems developed years ago, lack documentation

• Migration to a new technology challenging if at all possible

• Redevelopment takes years and involves enormous cost and risk

Customers are frozen need a way ….

Oracle Forms/ EBS Challenge

Page 5: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Into the FUTURE

Page 6: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

CLEAN UP

UPGRADE

MODERNIZE

INTEGRATE

INNOVATE!

Our Game Plan: Leverage your EXISTING investment

Page 7: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Clean UpDon’t Migrate/Upgrade What’s Not in Use

• Are any modules obsolete?• Review usage of the system

• What forms are now obsolete?• What reports are not run?• Do we will use PLL / OLBs?

• Remove dead code• Delete multiple copies of same sources• Merge forms that perform similar tasks• Systems replaced by packaged apps?

Page 8: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

CLEAN UP

UPGRADE

MODERNIZE

INTEGRATE

INNOVATE!

Our Game Plan: Leverage your EXISTING investment

Page 9: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Oracle Forms 9i/10g

IASForms 11gWeblogic

Server

Forms 3.0

Oracle Forms 4.0 – 6i

Client Server

Upgrade Road Map

Page 10: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Why Upgrade Your Forms?

• Ensure support (C/S de-supported 2004/10g Dec. 2011)

• Certification – New browsers, O/S, Java versions

• New features - SOA, REUI, JavaScript

• Strategic Middleware - Runs on WebLogic

• Upgrade is Seamless from 10g to 11g

• Platform for integration

• Ensure the highest level of security

Page 11: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Suggested Work Plan• Backup ALL related files !!• Pilot Upgrade of application (50-100 forms)• Clean up environment – unused, dead code• Check forms for C/S or OS Specific features• Get an estimate of the work, time, cost• Freeze C/S - all new developments should be web • Modernize Look and Feel of the application• Do full upgrade in modules / Phases• Testing should be with each module!• Do Production Pilot (Phased rollout)

Page 12: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

CLEAN UP

UPGRADE

MODERNIZE

INTEGRATE

INNOVATE!

Our Game Plan: Leverage your EXISTING investment

Page 13: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Forms Look and Feel Modernization

• Toolbar and navigation

• Look and Feel Project

• Color / Font / Size

• Prompts / Titles

• Images

• Frames

• OLB, templates for visual standards

Page 14: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

ModernizationBefore After

Page 15: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

ModernizationBefore After

Page 16: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

ModernizationBefore After

Page 17: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Page 18: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

•Forms to XML ConverterImpact Analysis & Programmatic manipulation of text files

• JDAPIMake Global Changes via API

Manipulating Forms in Batch

Page 19: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Yes - Java in Forms!Java Beans

– Java Bean Area - layout object on canvas– Use custom trigger to get and set properties

PJC – Portable Java Component– Change default behavior/properties of objects

Java Classes – Run Web Services– Run Java code in forms triggers– Java importer – PLSQL java wrapper

JavaScript– Interact with objects in the browser page - Maps

Page 20: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Java Beans & PJCs

Page 21: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Java ImporterImporting Java Classes into Forms

Page 22: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Webservices Call External Services From Forms

package CurrencyConverter /* currconv3.mypackage.CurrConv3Stub */ IS function new return ora_java.jobject; function getrate( obj ora_java.jobject, a0 varchar2, a1 varchar2) return ora_java.jobject;end;

Run external Webservices from within Oracle Forms triggers

• Create a Web Service proxy in Jdeveloper

• Call the WS client from the Forms application using the Java Importer

Page 23: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

JavaScript in Forms

Page 24: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

JavaScript IntegrationTwo way client Side communication

Page 25: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Oracle Forms Events Highly Available Asynchronous Communication

Page 26: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Using Events in Forms

Page 27: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

CLEAN UP

UPGRADE

MODERNIZE

INTEGRATE

INNOVATE!

Our Game Plan: Leverage your EXISTING investment

Page 28: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Hybrid Options

• Living Side By Side Forms running alongside new technologies

• Visual IntegrationCreate a common UI – Forms & ADF/APEX/Java

• Process / Service Integration Run common business logic DB/Events

• InnovationRun Forms business process from new environments - AuraPlayer

Page 29: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Forms & External Apps Living In Harmony

Form System External System

Security / Management

Web.show_document

Common Bus LogicAQ Messages

web.javascript_eval_expr

Page 30: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

WeblogicBy Jim Cote, Oracle

Page 31: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

CLEAN UP

UPGRADE

MODERNIZE

INTEGRATE

INNOVATE!

Our Game Plan: Leverage your EXISTING investment

Page 32: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Bringing Legacy Forms to the Mobile World

Page 33: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Page 34: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Your Employees Have Gone MobileTime For Your Enterprise to Catch Up!

Page 35: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Mobile Strategy “We can run our system using Remote Desktop…”

Page 36: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

DO NOT run Forms on the mobile run your BUSINESS on the mobile

Page 37: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Understand Your Business Needs

Observe real end users doing real work: Can we make them more productive?

Watch surrounding and environmental challenges: Can we improve employees user experience.

Are users missing data to do their jobs?

Enhance data gathering: cameras, SMS, social media, personal , location, voice

Types of Users – Occasional, Internal/external

Page 38: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Analyze Your Mobile NeedsMobile Requirements

• What OS: iOS / Android / Windows / BYOD?• Type of Applications – Browser Based / Hybrid• Device type, Screen size• New Hardware / Software needed? • New development tools and environments• Mobile developers

Challenges to Consider• Slower network – Disconnects - Offline / Connected• No mouse, Function keys - Gestures• Smaller screen / Less screens• Difficult to touch small elements - Harder to type• Mobile Infrastructure – Security, Load

Page 39: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Mobile ApplicationFramework

Oracle Mobile Suite

Oracle MobileCloud Services

Oracle’s Mobility Products

Oracle Mobile Security Suite

Service Bus / SOA Suite

Page 40: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Page 41: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015Copyright © 2014, Oracle and/or its affiliates. All rights reserved. |

Page 42: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Wizard Based Mobile DevelopmentDeploy to iOS or Android

Page 43: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Business Services Development

• Code logic with Java• Lightweight JVM• Easy access to Remote - Web service

• SOAP• REST XML, REST JSON

• Local Business Logic• Java Classes• SQLite DB - Portable, lightweight relational database

Page 44: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Do you still carry around one of these?

Page 45: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Mobile devices can lose/turn off connectivity Offline access to data is a common requirement But it will increase the complexity of your application

If you cache data locally you must consider– When to cache the data

– How much data to cache

– When to synchronize updates

– Recording the order of updates

– How to deal with synchronization conflicts

– Security of the data if the device is lostSimple Offline

Sec

urity

Data Caching Challenges

Page 46: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

How Do We Do It ?

Page 47: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

• Understand business process we want to translate to the small screen. • Selecting what input and output data we to run the business process. • Identifying expected results What output data and messages do we want to receive from the Forms system?

• Decide Navigation of user through the app

How We Do It: Step 1Define Business Process and Data

Page 48: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

• Expose business processes as services• Use pre-built APIs supplied by providers to build connected systems• Create your own Services using development tools

How We Do It: Step 2Create the Service Layer

Page 49: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Introducing AuraPlayerUnlock Oracle Forms Systems as WebServices

Expose existing systems as Webservices without writing one line of code!

Same System Many UI / Devices

Page 50: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Oracle Forms / EBS Service Layer

Migration

Page 51: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

51

Oracle Forms MobilityUnlock Oracle Forms Systems to Mobile/Cloud

Expose existing systems as Web Serviceswithout writing one line of code

Same System, Many UI / Devices

Page 52: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Oracle11g DB

DMZExternal Network

FireWall

Internal Network

Desktop

Solution ArchitectureOne System – For both Desktop and Any UI

Page 53: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

How We Do It: Step 3 Jdeveloper – Build Mobile Project

Page 54: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

• Create AMX pages and design new mobile UI

How We Do It: Step 3 Create Mobile UI - Jdeveloper

Page 55: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Let’s See it in ActionDemo time!

Page 56: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

The Process : Oracle Forms to Mobile/Cloud

1. Enable the Oracle Forms process ü

2. Generate a Webservice (Wizard) ü

3. Connect WS to Oracle Mobile Cloud or SOA Suite or Weblogicü

4. Create the Mobile App ü

Page 57: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Check out the full story

• System: Insurance proposal generation and sales system. • Customer Need: Oracle Forms 11g was unable to run on mobile devices.

AuraPlayer was used to create HTML5 pages from Forms• Technologies: Forms 11g Weblogic / Tomcat / DMZ / HTML5 j

• Benefit to Customer: • Cost Savings: Insurance policy can be generated in 9 minutes instead of 3

days• Revenue Generating: Agents can now sell policies in remote areas and via

new channels (banks) without any additional hardware/software.

Jubilee Life (a member of the Aga Khan group) is an insurance company in Pakistan with a clientele of over one million corporate and individual insured parties.

Customer Success Story: Jubilee Life Insurance

Page 58: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

• Surgery Scheduling System - Mobilization of Oracle Forms surgical scheduling system using MAF and AuraPlayer.

• Scheduling application serves over 1000 surgeons for over 500 procedures and about 2,000,000 surgeries a year.

• Increased efficiency and maximized information availability for surgeons and medical center customers.

Matrix is a leading information technology company in Israel, employing over 6,500 IT Professionals with sales revenues of over 2 billion NIS.

Check out the Oracle Customer Story

Customer Success Story: Matrix Mobilizes Oracle Forms Using Oracle Mobile Framework

Page 59: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Migration

Page 60: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Innovation By Migration

Things to Consider

• This is a PROJECT. No silver bullet • Need a business reason to redevelop • Need thorough understanding of the Forms application• No tool can re-write your business logic• Need deep knowledge of the new technologies• UI implications – HTML vs Applet• Investigate 3rd party tools for migration assistance

Benefits of Migration• No Oracle Forms maintenance/licenses• Fully portable system• No applet, full HTML client• Larger developer pool

Page 61: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Migration Statistics from our Survey• How long did it take for total redevelopment?  

• 1 year of 25-35 developers then 2 years 30 people fine tuning – Average 3-5 years

• What was your biggest challenge during redevelopment?  

• Lack of knowledge, documentation on the original Oracle Forms

• Lack of knowledge in the new technology stack

• Hard to train new implementation partners on new technology

•  How long did it take to train the Forms staff to the new technology?

• 1 year for experienced developer to understand the ADF stack and experts in the new technology

• Hard to find ADF experts easier to find Java developers.

• How much was your budget?• Average of 2 – 5 million dollars to redevelop 400 Forms  

Page 62: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

• Asses Your Requirements• What systems do we need to integrate with? UI requirements? • What platforms do we need to deploy to?

• Understand Your Existing System• Where does the business logic sit today?• What functionality is duplicated in other systems?• Do we have documentation? Developer resources?

• Define Timeline and Budget• Decide on Implementation Method

• Integrate, Migrate, 3rd party solution

Moving Forward

Page 63: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

4 Step Plan To Future

Step 1

Upgrade

• Customer Upgrades to 11g• Weblogic Suite / Modernize / SSO

Step 2

Mobility

• Mobilize Existing Use Cases• Mobile Framework / SOA Suite / Security / Cloud

Step 3

Hybrid

• Phased Hybrid Development• Oracle ADF / J2EE / APEX

Step 4

Migrate

• Phased Migration to New Technologies … Maybe

Page 64: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Summary

• Clean up Forms environment – unused, dead code• Upgrade to Latest version – Forms 11gR2• Modernize Look and Feel - Incorporate Java elements• Chose right tool for the job• Refactor code to the DB • Systems on common infrastructure Weblogic – SSO• Slowly evolve teams and systems• Start thinking about system INNOVATION – ADF Mobile• Use AuraPlayer to move systems to the next generation platforms / environments

without migration

Page 65: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Questions?

Page 66: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Stay in touch with the family

• Oracle Forms on the Oracle Technology Network• http://www.oracle.com/technetwork/developer-tools/forms

• Oracle Technology Network Forms Forum• https://community.oracle.com/community/development_tools/forms

• Oracle Communities (My-Oracle-Support)• https://community.oracle.com/community/support/middleware/oracle_forms

• Follow us on Twitter@OracleFormsPM

Oracle Forms

Page 67: The 4 Step Plan to Leverage your Oracle Forms Investment into the Mobile/ Cloud Generation

Copyright: AuraPlayer 2015

Mia Urman (Me ) [email protected]

@miaurman

Forms Community Blogwww.oracleformsinfo.com

AuraPlayerwww.AuraPlayer.com

PJC Master sitehttp://forms.pjc.bean.over-blog.com/

Forms Look and Feel Projecthttp://fdtool.free.fr/LAF/doc/Oracle_Forms_Look_and_Feel_project.htm

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