OOW15 - personalize and extend oracle ebs for desktops and tablets

Personalize and Extend Oracle E-Business Suite for Desktops and Tablets

Padmaprabodh Ambale Director ATG Development, Oracle E-Business Suite October 29, 2015

Copyright © 2015, Oracle and/or its affiliates. All rights reserved.

OA Framework Personalizations and Extensions

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

Agenda

Overview

Personalizations in Release 12.2

Extensions Upgrade Considerations in Release 12.2.4+

New Personalization UI

Personalizations and Extensions on Oracle Public Cloud

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Oracle Application Framework

• OA Framework is the primary technology stack for Oracle E-Business Suite applications

Architecture Overview

OA Framework

UIX BC4J MDS AOL

JDeveloper OA Extension E-Business Suite Data

MDS Repository

E-Business Suite Applications

Client Tier Middle Tier Database Tier


Oracle Application Framework

• Personalization • Declarative UI modifications like reorder, hide/show, and rename components

• Administrator defined or End-user defined

• Withstands upgrades to base page definition

• Extension • New pages or modules that extend Oracle Application functionality

• Encompass UI, business components logic, and controller code

• Customization • Invasive code changes to XML or Java code shipped in Oracle Applications

• Does not withstand upgrades due to code changes

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Personalization, Extension, and Customization

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | 6

OA Framework Personalization

• Administrator or User Level personalization

• Multiple Levels for Fine-grained personalization scopes

Levels

Base Page

Site

Responsibility

Function

Organization

Location

User

Administrator Personalizations

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 7


• Settings menu in global header has Personalize Page link

• Personalization enabled when “Personalize Self-Service Defn” profile option is set to “Yes”

Settings



• Personalization scope and context

• Page structure with links to component:

– Personalize

– Reorder

– Create Item

Personalize Page



• Set personalization scope:

– Function

– Industry

– Location

– Site

– Organization

– Responsibility

Choose Context



• View the original definition and personalizations at different levels

• Set personalizations at one more levels and see the net effect in the last column

Personalize Properties



• New components can be created at Site level

• Most OA Framework components are allowed via the Create Item page

Create Item


OA Framework Extensions

• Ability to add or modify attributes and business logic

• Store modified objects as substitutions

• Base object is unchanged

Model Extensions Declarative Definitions

Base Business Object

Extends

Custom Object implements business logic extensions

Substitution: oracle.apps.po.OrderBizObj = partner.oracle.apps.po.PartnerOrderBizObj


OA Framework Extensions

• Build new OA Framework applications using JDeveloper OA Extension

• Follow the OA Framework Developer Guide

• Note 416708.1 How to Find the Correct Version of JDeveloper to Use with E-Business Suite 11i or Release 12.x

New Applications Design and implement the model

Design and implement

the view

Implement flow and

event handling

Implement AOL

function security


OA Framework Personalizations & Extensions Overview

• Admin-Level Personalization:

₋ Model Personalization

₋ Undo & Copy

₋ Home Page

₋ New components

• User-Level Personalization:

₋ Rich Table and HGrid

• Upgrade Considerations for Extensions

• Oracle Alta UI

• Admin-Level Personalization:

₋ New Components

• User-Level Personalization:

₋ Table column freeze

• WYSIWYG personalization experience

Up to Release 12.2.4 August 2014

Release 12.2.5 October 2015

What’s Next 0-12 month planning cycle


Personalizations in Release 12.2

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Model Personalization

• Allows creation of view objects based on SQL queries

– view object and attributes can be associated with new items added via personalizations on the same base page

Oracle Confidential – Internal/Restricted/Highly Restricted 16

Create View Objects


Model Personalization

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Dynamic View Object

Creation Page


Undo Personalization

• Provide the ability to revert all Admin-Level personalizations made for a given level and context value during a browser session

– Helpful if a personalization has caused an error to occur upon returning to the base page from the personalization UI

• Access Undo Personalization from the Manage Levels page







Copy Personalization

• Copy personalizations from one context value at a given level to one or more context values at the same level

– Avoids tedious repetition where the same personalizations are needed for different contexts such as multiple responsibilities

– For example, copy personalizations for a page in the Manager Self-Service responsibility to the same page for the Employee Self-Service responsibility

• Access Copy Personalizations from the Manage Levels page







Simplified Home Page

• Responsive tablet-optimized page design

• Touch friendly icons for launching application pages

• Customizable Announcement region

• Add to Favorites icon to add commonly accessed application pages to the Home page

New Home Page



• Settings icon consolidates links that were separately displayed:

– Personalize Page

– Preferences

– Diagnostics

– Manage Proxies

– Access Requests

Settings



• Settings -> Personalize Page

• Modify Announcements formatted text

Personalize Announcements

Personalized Announcements


User Personalizations

• Global user personalizations

– User Preferences page

• Page-specific user personalizations

– Search pages

– Tables

– HGrid



User Preferences

• Preferences page allows end users to personalize many global aspects:

– Accessibility

– Visual display options

– Regional settings

Preferences


User Preferences

• Change Page Header Display Style to ‘Both Links and Icons’

Page Header


User Preferences

• Page header shows both icons and links

Page Header


User Preferences

• Classic menu style in release 12.2.5 can be modified with Oracle Alta UI style menus for a prominent information hierarchy display

Menu Display Style

Classic menu display


User Preferences

• Set Top-Level Menu Display Style to

– Icons and Links

– Icons and Links on Tablets only

– Links only

Menu Display Style


Menu Display Style

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Options

Value of FND:Top Menu Display Type profile

I Level Menu

II Level Menu III Level Menu IV Level Menu

Icons and Links

Large icons and links in both desktop and tablet

Horizontal tabs with border and highlight

Side Navigation Bar Side Navigation Bar

Links Only - default

Links only for backward compatibility

Horizontal tabs Side Navigation Bar Side Navigation Bar

Icons and Links

(Tablet Only)

Large icons and links in tablet and only links in desktop

Horizontal tabs Side Navigation Bar Side Navigation Bar


User Preferences

• Menu display with large icons and links

Menu Display Style

Alta menu display



• Query (search pages)

– Save Search

– Set default View

• Tables – Column reorder

– Column resize

– Column freeze

– Column hide/show


Page and Component-Specific



• HGrid

– Column reorder

– Column resize

– Column hide/show

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Page and Component-Specific



• Query component

– Simple search panel

– Advanced search panel

– Views panel

• Save Search option on simple and advanced search panels

Query

Simple Search Panel



• Save Search as a new View

– View name

– Set as default

– Number of rows in Results table

– Results table columns and column order

– Rename table columns

– Results table sort order

– Additional search criteria

Query



• Save Search as a new View

– View name

– Set as default

– Number of rows in Results table

– Results table columns and column order

– Rename table columns

– Results table sort order

– Additional search criteria

Query

Views Panel



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Tables - Column Reorder



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Tables - Column Hide

Column Hide indicator



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Tables - Column Show

Settings menu to show hidden

columns



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Tables - Column Freeze

Column Freeze indicator

Column Freeze menu

New in 12.2.5



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HGrid – Column reorder, show / hide

Settings menu to show / hide

columns



• Automatically saved as they are performed

• Persist across logins for the same user; gives the ability to the user to personalize once and reuse forever

• Reset to Default allows the end user to remove all user personalizations and reset the table back to its original state

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Table and HGrid

Reset to Default icon


Demonstration of Personalizations in 12.2 Oracle Alta UI, Home page and User Personalizations



Extensions Upgrade Considerations in Release 12.2

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OA Framework Extensions and Customizations

• OA Framework model extensions via new schema objects, business components and logic

• OA Framework controller customizations and/or extensions

• Custom OA Framework applications that co-exist and are tightly integrated with Oracle seeded applications


Plan for a Smooth Upgrade



Release 12.2 projects that require you to review your extensions and customizations:

• Online patching

• OA Framework UI features

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Plan for a Smooth Upgrade


Online Patching

• SQL queries in Entity Object and View Object XML files should not have hard database schema references

• Database objects should comply with online patching coding standards

Upgrade Considerations

Page Definition XML

BC4J XML and Java

Controller Java

DB Objects

Personalizations

Possible No Impact


Online Patching

• Refer to the MOS note - Using the Online Patching Readiness Report in Oracle E-Business Suite Release 12.2 (Doc ID 1531121.1)

– Readiness reports contain utility to detect hard database schema references


Upgrade Readiness Reports


OA Framework UI Features

• New user interface features in Release 12.2.4 and 12.2.5 may require review and upgrade of customizations and extensions:

– Oracle Alta UI

– Simplified Global Header

– HTML 5 standards uptake

– Dialog pages as modal dialogs


Overview


Oracle Alta UI

• New user interface design for modern, visually pleasing, consistent and engaging user interfaces

• Based on four key design principles:

– Design for mobile first

– Keep layouts simple and uncluttered

– Provide a clear information hierarchy

– Engage users with more visual content

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Overview


Oracle Alta UI

• Alta skin for EBS is responsively optimized for tablets and desktops

• Tablet optimizations

– Increased height for table tool bar and rows

– Increased height for buttons and form input fields like text input fields and list of values (LOV) fields

– Enhanced touch sensitivity for components

• Desktop optimizations

– Retains a more compact UI on desktops similar to the earlier skins

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Overview


Oracle Alta UI

• Oracle Alta UI is the only supported skin in Release 12.2.5

• If you have deployed a custom skin (look and feel), then

– You need to verify if the styles in your custom skin can derive from Alta skin styles

– New components introduced in Release 12.2 may not render in your custom skin as your custom skin may not have defined the styles used by new components

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Simplified Global Header

• Organizes page header global links as icons

• Touch friendly and compact

Overview



• Your extensions may need an upgrade if:

– You have defined custom global functions by modifying ICX_GLOBAL_MENU

• Such global functions will appear as text if no icon is defined

• How do you fix it?

– You must associate an icon with your function

– Or set profile option ‘FND: Branding Size’ to ‘Links Only’

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• Functional Administrator -> Core Services -> Functions

• Query your existing global function

• Set the Icon value to an icon present in $OA_MEDIA

Set Icon to Global Functions


HTML 5 Standards Uptake

• Release 12.2.4 enables stricter HTML 5 browser standards compliance

• Enabled by:

– Emitting the directive “<!DOCTYPE html>” as the first line in all OA Framework pages

– Adding the following meta tag in the <head> section of the OA Framework page • <meta http-equiv=“X-UA-Compatible” content=“ie=10”>

• Feature ensures that OA Framework pages render well with modern browsers and leverage HTML 5 and CSS 3 features

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HTML 5 Standards Uptake

• Your extensions may have an upgrade consideration if:

– The page uses some improper layout structure. For example:

Adding web beans directly under Table Layout, instead of adding them under Table Layout -> Row Layout-> Cell Format This can cause the following error: You are trying to access a page that is no longer active. The referring page may have come from

a previous session. Please select Home to proceed

• How do you fix it? – Ensure correct usage of HTML layout based on HTML 5 standards.

– Review “Page Layout” section of the Developer Guide.

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Dialog Pages As Modal Dialogs

• Confirmation and Warning dialogs in existing applications are pages requiring navigation

• In Release 12.2.4, dialog pages are transparently replaced by action-oriented modal dialog windows

• Ability to disable this feature by setting the profile option

– FND: Enable Dialog Pages as Modal Popups set to “No”

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• Your extensions may have an upgrade consideration if:

– Dialog page has a controller which assumes that the page layout to the web bean root component

• How do you fix it?

– Developers can force the old style dialog page using the following: • Use the new overloaded method OAPageContext.redirectToDialogPage with renderAsModalPopup

argument as false

• Use the OADialogPage.setShowInPopup(false)



Upgrading to ATG 12.2.4 / 12.2.5

• Customers on EBS 12.2.3 taking up ATG 12.2.4 / 12.2.5 will see the new 12.2.4 / 12.2.5 UI features enabled out-of-the-box

• ATG 12.2.4 includes new UI compatibility patches at 12.2.3 code level from different EBS applications

– Such fixes ensure that EBS 12.2.3 customers who apply ATG 12.2.4 do not have UI issues in product pages


EBS Applications Compatibility


Upgrading to ATG 12.2.4 / 12.2.5

• Your extensions and customizations may have an upgrade impact if:

– an EBS product page customized by you has a UI fix delivered via ATG 12.2.4

– such customizations will be overwritten when ATG 12.2.4 is applied

• How do you fix it? – You need to review the file manifest of ATG 12.2.4 for EBS product compatibility

patches, and ensure that you reconcile your customizations, if any, with the modified EBS product files

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EBS Applications Compatibility



• Refer to MOS note - Oracle E-Business Suite Release 12.2.4 Upgrade Considerations for OA Framework-based Applications (Doc ID 1927975.1)

– Contains detailed descriptions of UI features and their potential upgrade considerations

– Contains information on how you can plan for upgrading such customizations

– Contains information on product patches that are part of ATG 12.2.4

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Planning a Smooth Upgrade


Personalization Roadmap

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Safe Harbor Statement

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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Admin Personalization Workbench

• Redesigned, WYSIWYG administrator personalization user interface

• In-place personalizations on the page without losing the page’s display context

• Significantly reduce navigation across multiple pages to do common personalizations

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Overview



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WYSIWYG Page with

personalizations

3D, Layered View for Personalization

Layers



• Easy and intuitive personalizations

– Select component to edit properties in Property Palette

– Double click / tap and hold to edit component prompts

– Drag and drop to reorder components

– Drag and drop to add new components

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Demo of Personalization

Workbench

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E-Business Suite on Oracle Cloud Who is this for? What is our value proposition? What are the benefits?


Oracle E-Business Suite on Oracle Compute Cloud

Initial Offering

1. Images for quick provisioning of E-Business Suite 12.2.5

2. Cloning of E-Business Suite systems (12.1.3 or 12.2) to Oracle Cloud • Non-production instances

• Single-node E-Business Suite systems

• Oracle Linux

3. Development in Oracle Cloud

4. Management of on-premise and cloud instances via Enterprise Manager

Future Directions (phased approach)

1. Advanced configurations: Multi-node, load balancing, RAC, DMZ

2. Integration with external services such as OAM, OID, SOA Suite

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Roadmap


Target Customers

Target Customers

• All E-Business Suite customers

• New implementations

• Global Rollouts

• Upgrades

• Evaluating EBS

Non-Production Instances

Production Instances

Typical EBS Instance Strategy

Go-Live

Train Users

Plan/Build/Test

Evaluate

Typical Methodology


What is our value proposition?

Value Proposition What are the benefits?

Non-Production Instances

Production Instances

Typical EBS Instance Strategy

Reduce cost of Application Ownership

• Reduce non-production infrastructure costs by using subscription model

• Reduce IT Operation costs

• Hold off on infrastructure investment until ready to Go-live

• Reduce application deployment time and costs by quick provisioning

Reduce Risks

• Infrastructure managed by Oracle

• Standardize Configuration

• Monitor and Manage Cloud and On-Premise Instances using unified Interface and standard tools like Application Management Suite


Effectively using Oracle Cloud for EBS Implementations

Plan & Build

•Evaluate Functionality using Vision Image

•Try Pilots using Fresh Install

•Clone your existing on-premise instance to Cloud

•Use Developers Machine Image to extend the functionality

•Upgrade Testing

•Train users

Test & Train

•Test end-to-end flows on Cloud

•Performance Testing

•Technical and Functional testing

•Conference Room Pilots

•Demonstrate business flows to business owners

•Complete setups specific to your business

•Get Ready to migrate proven solution to on-premise UAT/QA environment

Go-Live

•Create an integrated UAT or QA instance

•Migrate tested solutions from Cloud to On-premise

•Perform UAT or QA

•Go-live using on-premise Production environment

•Migrate changes back to Cloud as needed

•Clone as needed to Cloud

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Oracle Cloud On Premise


Quick Provisioning EBS Instances from Machine Images on Oracle Cloud

EBS Dev

EBS OS-Only

EBS QA

Vision Image

Fresh Install Image

OS-Only Image

Development Tools Image

Object Storage

EBS Tools

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ORACLE Public Cloud

Roadmap










Develop Customizations to Extend Functionality Development Tools Image on Oracle Cloud

On-Premise VNC Clients

JDev/Forms Builder on

Cloud

EBS Test EBS Dev

Developer VM (Linux)

VNCServer SSH

Roadmap

Customer Datacenter

ORACLE Public Cloud

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Accessing JDeveloper on OPC


Create an SSH Connection

Public IP Address of Cloud Jdeveloper

instance



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Start VNC Server

Start VNC Server



88

Start VNC Client on User Desktop

Launch Jdeveloper for

EBS 12.2.5



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Set JDEV_USER_HOME



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Work with Customizations and Extensions on JDeveloper



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Run a Page



• Develop customizations and extensions on the Oracle Cloud

• Check your customizations and extensions with latest versions of EBS for upgrade considerations, if any

• Use Enterprise Manager for moving your extensions and customizations between your on-premise and Cloud instances

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