OOW15 - Standards-Based Desktop Integration in Oracle E-Business Suite

Standards-based Desktop Integration in Oracle E-Business Suite Web ADI and Report Manager

Padmaprabodh Ambale Director ATG Development, Oracle E-Business Suite October 28, 2015

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

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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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Agenda

Evolution

WebADI – Overview, New features and Roadmap

Report Manager – Overview, New features and Roadmap

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2

3

4


Desktop Integration in E-Business Suite Continuous Evolution of Architecture and Capabilities

11.5.10 12.0 12.1 12.2

ADI 4 Desktop Integrators

Web ADI 150+ integrators Report Manager

Web ADI 200+ Integrators Report Manager Desktop Integration Framework

Web ADI 400+ Integrators Report Manager Desktop Integration Framework Usability enhancements


Web Application Desktop Integrator

• Enterprise framework for integrating EBS with desktop applications

– Leverages the power and ease of Microsoft Office Suite products (MS Excel, MS Word and MS Projects)

• Browser-based integration with no client installation

• Metadata driven with middle tier processing

• Secure communication and single sign-on compliance

• Customizable to user requirements using Desktop Integration Framework

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Overview



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Architecture

Point

Point Web ADI Framework

Financials HCM SCM

CRM Projects MFG

Data Sources

Desktop Integrators Download

Spreadsheet

Upload Spreadsheet

Enter / Modify Data

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Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 8

Web ADI New Feature Overview

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• Desktop Integration Framework

• Usability enhancements

• Digital signature support

• Enhanced Diagnostics

• New certifications

• Office Open XML (OOXML) Standards support

• Flexfields enhancements

• Simplified UI for

− Create Document flow

− Define Layout


− Copy Integrator

− Refresh Interface attributes

• Enhanced OA Framework Table integration

Up to Release 12.2.4 August 2014

Release 12.2.5 October 2015

What’s Next 0-12 month planning cycle


Desktop Integration Framework

• A design time framework to create custom integrators

• Graphical user interface to define metadata of an integrator

• Provides insight into Oracle seeded integrators

• Allows preview and debugging of integrator document during creation

Oracle Confidential – Internal/Restricted/Highly Restricted 9

Overview



10

Architecture

Desktop Integration Framework User Interface

HCM

SCM

MFG

CRM

ATG

Design Time

Interface Content Uploader Importer

Financials

Metadata Repository

Integrator Services

Oracle Web ADI

Component Parameter

Integrator

Run Time



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View Integrators

Consistent access to Oracle seeded and custom

integrators



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Create Integrator



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Create Interface



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Create Content



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Create Uploader



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Create Importer



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Summary

Leverage existing investment in enterprise and desktop applications

Lower Cost to Customer

SSO enabled Integration

AOL Security

Secured Desktop Integration Solutions

Extensible Desktop Integration Framework for custom integrator development

Upgrade safe

Wizard-based intuitive UI

Single console for Oracle Seeded & Custom Integrators

Reduced Implementation Time

Agile and Extensible Desktop Integration Architecture

Minimal development efforts

Enhanced Productivity

Support for EBS UI widgets in Microsoft Excel

Tighter Integration with EBS

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | 18

Usability Enhancements

• Oracle menu available as a prominent Excel ribbon

• Actions present under well organized groups

• Spacious and easy to access

• Replaces old menu under Add-ins tab

Excel Ribbon Support



• Data and Graphs

• Editing

• Upload and Download

• Roles

• Request

• Settings

Excel Ribbon Groups Prominent Oracle

Tab

Colored Ribbon Icons for easy

access



• Switch responsibilities to upload multiple worksheets in the same Excel session

• Simplifies and optimizes upload operations

Switch Responsibility

Menu option to switch responsibility



• Support for custom corporate branding on downloaded spreadsheets

• Specify image file name in Layout definition

• Set profile “BNE Viewer Display Images” to Yes

Custom Branding

Replace with Custom Branding image



• Control upload behavior based on validation

• All Rows

– Either all rows are committed or roll backed

• Each Row

– Only valid rows are committed

Configurable Upload

Commit Behavior on Validation Failure


Digital Signature Support

• Macros downloaded for spreadsheet generation are digitally signed

• Tightens security standards for Excel spreadsheets

Enhanced Security

Secure Macro configuration


Diagnostics

• New diagnostics tests to improve troubleshooting

– Web ADI Module Versions and Profile Options test

– Web ADI Integrator Metadata test

Diagnostic Tests



• Office Open XML (OOXML) Standards Compliance

• Data Set Support for Key Flexfields

• Declarative Dependent LOVs

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New Features in Release 12.2.5


Office Open XML (OOXML) Support

• Office Open XML (OOXML) is a zipped, XML-based document for representing spreadsheets, charts, presentations, and word documents

• OOXML is the default file format for Excel files since Microsoft Office 2007

• Web ADI Documents conform to Office Open XML Standard

– Enables document automation without needing Microsoft Excel and VBA Macros

– Documents are created and processed at the server side

26

Overview



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Architecture

Web ADI

Framework

FIN

Desktop Integrators

Download Spreadsheet

Upload Spreadsheet

Enter / Modify Data

HCM

SCM CRM

MFG PROJ

PROC LEAS

OOXML Generator & Parser

Apache POI



• Compliance with new Excel format OOXML

• Enables better security measures

– Eliminates the need for “Trust Access to VBA project model” setting in Microsoft Excel

– VBA Macros are limited only for Oracle Menu functionalities

• Desktop resource usage is significantly reduced

• Extremely fast document creation and document upload; upload time improves by at least 20%

• File size reduced by up to 30% compared to .xls format

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Benefits



Number of Rows Upload Time with pre-12.2.5 binary .xls format (secs)

Upload time with 12.2.5 OOXML format (secs)

5,000 42 34

10,000 68 60

30,000 243 195

50,000 501 403

100,000 1439 1173

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Upload Time Improvement

Average improvement of around 23% in upload time



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VBA Macro Setting

Can now uncheck Developer Macro

Setting



• No change in steps to create Web ADI documents after enabling this feature

• The created document has different file extension (.xlsm)

• All the in-document editing features like LOVs and Oracle Ribbon Menu are supported

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Document Creation



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File Extension

Generated spreadsheet has .xlsm extension



• Download creates an entirely new document at the server and opens in place of the currently opened one

– Does not use VBA Macros and desktop resources to download content

• Upload will send the entire document to the server for the upload processing

– Uses minimal VBA Macros to send the document to server

• Download and Upload are initiated by the Oracle ribbon menu as before

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Download and Upload



• Feature not enabled out-of-the-box in release 12.2.5

• Customers can enable the feature by setting the profile option “BNE: Enable OOXML Standard”

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Configuration

Profile Option Values Description

Yes Enables OOXML Standard for Web ADI Documents

No This is the default option and retains pre 12.2.5 way of

creating and uploading Web ADI documents


Data Set Support in Flexfields

• Key Flex Fields (KFFs) validation support added for Data Set and Where Clause in Web ADI

• This feature is already supported in Forms and WebADI supports it from 12.2.5

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Overview


Data Set Support in Flexfields

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Key Flexfield filtered by data set

Data set field


Declarative Dependent LOVs

• Enables LOV for an Interface Attribute to depend on the value of another Interface Attribute

• Dependent LOVs could only be created using Java classes prior to this release

Overview

WHERE clause contains

dependent field


Declarative Dependent LOVs

• Dependent LOV can be defined using $INTERFACE$.<INTERFACE-ATTRIBUTE> in the where clause of LOV definition

• Dependent LOV is only supported for Table validated LOVs and Standard LOV type

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Demo of Web ADI 12.2.5 New Features

39 Oracle Confidential – Internal/Restricted/Highly Restricted



• Simplified UI for

−Create Document flow

−Define Layout


−Copy Integrator

−Refresh Interface attributes

• Enhanced OA Framework Table integration

40

What’s Next



• 5-step Create Document flow reduced to a single page

• Responsive page with fields enabled based on selected integrator and contents

• Provides feature to save commonly downloaded documents as shortcuts/favorites

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Simplified Create Document



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Save as Shortcut window



• Simplified Define Layout page

• Single page with three sections

– Context

– Header

– Lines

• Sections correspond to final spreadsheet layout desired

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Define Layout Page



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Define Layout Page

Context Region



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Define Layout Page

Header Region

Lines Region



• Allows duplication of either an Oracle seeded or custom Integrator

• Copied integrator can be modified for changes to interface, content or parameter values

• Allows rapid development of similar desktop integrations

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Copy Integrator



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Copy Integrator

Select and Copy

Integrator



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Copy Integrator

Update Integrator and other metadata for

new integrator



• Common requirement to allow Interface definition to be updated when schema changes occur

– Data type change

– Attribute change, like length

– Position change

– New columns added to tables, or new parameters in PL/SQL procedures

• Update Integrator flow shows schema changes in Interface attributes page

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Refresh Interface Attributes



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Refresh Interface Attributes

Informational message showing schema

changes in Update Interface page

Interface Table updated with

schema changes


OA Framework Integration

• Allow OA Framework page table data to be downloaded as a Web ADI spreadsheet

• Allows offline data update and upload from Excel

• May eliminate the need to define custom desktop integrators wherever the product has a page with a table defined with the requisite number of columns

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Table Data


OA Framework Integration

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Table Data Excel icon on an

OA Framework Table


Oracle Report Manager Overview, New Features and Roadmap

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Oracle Report Manager

• Built on top of Web ADI to provide out-of-the-box desktop integrations for reports, primarily financial reports

• Supports three output formats

– MS Excel

– PDF

– HTML

• Supports Report drill down to General Ledger Account Analysis

• Secure Reports Repository for storing and accessing reports

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Overview



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Architecture

Report Manager

Generator Engine

Templates Report Repository

Report Definitions

Standard Reports

FSG Reports XML

Delivery Engine

Publishing Engine

Email

Shared Drive

GL Analysis Drilldown


• New features in 12.2:

– Report Manager Home page

– Report Bursting

– Advanced Scheduling

– Folder-level Security for Reports

– Digital signature support

– Row and column headers support

– Excel Ribbon support

• New features in 12.2.5:

– Office Open XML Standards Support

– Simplified Report Manager Home page

– Oracle Report Manager menu information hierarchy

– Simplified Report Submission page

– Parallel Content Set support

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• Deliver reports to configured network drives

• Deliver reports through email

• Configurable setup to accommodate multiple users and multiple locations

Report Bursting / Delivery



• Schedule based on months, dates and days

• Schedule based on recurring dates

• Use pre-Saved schedule options

Advanced Scheduling



• Secure reports repository with user level access to folders

• Add users with privileges

• Add recursive access to sub folders and reports

• View based on access to specific folders

Folder-Level Security

Access control list at folder level



• Submit and Publish Report Set from Report Manager

Report Set Submission



• Macros downloaded for spreadsheet generation are digitally signed

• Tightens security standards for Excel spreadsheets

Digital Signature Support



Row and Column Headers

• Adds support for showing default Excel row and column headers in addition to Report headers

• Set profile FRM: Excel View Row and Column Headings to enable feature



Excel Ribbon

• Prominent Oracle tab and ribbon

• Categories

– Upload Template

– Template Operations

– Insert Fields

– Insert Columns and Rows



• Office Open XML Standards Support

• Simplified Report Manager Home page

• Oracle Report Manager menu information hierarchy

• Simplified Report Submission page

• Parallel Content Set support

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New Features in Release 12.2.5


Office Open XML Support

• Support for publishing reports in OOXML format

• FSG reports rendered in Excel as OOXML

– Excel file extension xlsx

– No VBA macro code

• FSG in OOXML Excel format can be delivered via e-mail, sftp, file system at report execution time

• FSG Excel reports get rendered faster in new OOXML

66

Overview



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No VBA Macros

Disable all

Macros



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Report generated with .xlsx extension



• Custom templates need to be migrated to new OOXML format

– Running Template Converter concurrent program

• FSGs can be rendered in OOXML using

– Migrated custom templates

– New OOXML custom templates

– Generic templates

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OOXML Templates



• Report Generation happens on the server side instead of on the client desktop

• OOXML report generated in the server downloaded to desktop client

• No desktop client resource utilization required for generating reports

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Report Generation



• Compliance with new Excel format OOXML

• Extremely fast report generation and publishing

• Report Bursting / Delivery possible for Excel reports as well

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Benefits



• Set Profile Option - FRM: OOXML Enabled – to Yes to enable the feature

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Configuration

Profile Option Values Description

Yes FSG reports rendered in Excel will be created in .xlsx format

No This is the default value that retains the pre-12.2.5 behavior. FSG reports generated in

Excel will be in .xls format.


Report Manager Home Page

• New simplified user interface for Home page

• Follow Oracle Alta UI landing page design pattern

• Single and central location where user can:

– see Report Manager concurrent requests

– submit reports

– access Report Manager administrator features

73

Overview



74

Overview

New Menu hierarchy



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Sliding panel for related application

links



• Accessed from ‘Oracle Report Manager’ responsibility

• Easy and intuitive navigation within Report Manager UI screens

• Groups all Report Manager UI in one screen

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Report Manager Menu Hierarchy

• New menu with top-level tabs:

– Dashboard

– Report Submission

– Repository

– Financial Report Template Editor

– Report Administration

Menu


Simplified Report Submission

• New User Interface to submit financial reports

• Quick financial report submission

• Minimizes data entry and navigation

• Does not require a Reports Repository location

• Allows navigation to the regular 5-step financial report submission flow

78

Overview



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Parallel Content Set

• Supports financial report submission when Content Set type is parallel

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• Choose the parallel content set while submitting a report

Report Submission



• Multiple FSG programs are submitted in parallel

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• Report publishing results are stored as a single document in Report Manager

• All FSG concurrent program results go to the same Report Display Page

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Demonstration of Report Manager 12.2.5

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Report Manager

• Customization of Generic Templates

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What’s Next


Summary

• Significant new desktop integration functionality in both Web ADI and Report Manager

• Continuous improvements in usability, core functionality and security

• Improved end user productivity in every successive release

• Improved design time support for building custom desktop integrations

• Improved standards compliance

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Related Sessions

Wednesday, October 28, 2015

CON8145 Building, Deploying, and Managing Smartphone Apps for Oracle E-Business Suite

Moscone West – 3004 4:15 – 5:00



Related Sessions


Thursday, October 29, 2015

CON8144 Personalize and Extend Oracle E-Business Suite for Desktops and Tablets

Moscone West—3022 14:30 - 15:15


Demo Pod

Demo Pods Moscone West WCL-015 End-to-End Management of Oracle E-Business Suite

Moscone West WCL-016 New User Interface Capabilities in Oracle E-Business Suite

Moscone West WCL-003 Oracle E-Business Suite: Technical Upgrade Best Practices

Moscone West WCL-014 Advanced Architecture and Technology Stack for Oracle E-Business Suite

Moscone West WCL-002 Automated Oracle E-Business Suite Tests Using Oracle Flow builder



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