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
1
2
3
4
3
5

Oracle Application Framework
• OA Framework is the primary technology stack for Oracle E-Business Suite
applications
Architecture Overview
OA Framework
UIX BC4J MDSAOL
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
5
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
15

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
17
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

Undo Personalization
Undo
Personalization

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

Copy Personalization
Copy
Personalization

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
31
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
34
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

38
Tables - Column Reorder

39
Tables - Column Hide
Column Hide
indicator

40
Tables - Column Show
Settings menu
to show hidden
columns

41
Tables - Column Freeze
Column Freeze
indicator
Column Freeze
menu
New in 12.2.5

42
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
43
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
45

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
47
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
51
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
52
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
53

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’
55

• 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
57

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
– Ensure correct usage of HTML layout based on HTML 5 standards.
– Review “Page Layout” section of the Developer Guide.
58

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”
59

• 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
– 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
– 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
63
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
64
Planning a Smooth Upgrade

Personalization
Roadmap
65

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.
66

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
67
Overview

68
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
69

Demo of
Personalization
Workbench
70

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
72
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
75
Oracle Cloud On Premise

Quick Provisioning
EBS Instances from Machine Images on Oracle Cloud
EBS
Dev
EBS
OS-Only
EBS
QAVision Image
Fresh Install Image
OS-Only Image
Development Tools Image
Object Storage
EBS
Tools
76
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 TestEBS Dev
Developer VM (Linux)
VNCServerSSH
Roadmap
Customer
Datacenter
ORACLE
Public Cloud
85

Accessing JDeveloper on OPC
Create an SSH Connection
Public IP Address of
Cloud Jdeveloper
instance

87
Start VNC Server
Start VNC
Server

88
Start VNC Client on User Desktop
Launch
Jdeveloper for
EBS 12.2.5

89
Set JDEV_USER_HOME

90
Work with Customizations and Extensions on JDeveloper

91
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
92

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