Oracle cloud ERP - How to Customize Help ( Extend Help Topics in Oracle cloud to Add Customer drive help content )

1. Webex Webinar
Fusion Help – Extensibility / Customization
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Date : 4 Apr 2016 , Time : 1:00 PM (US Central time )
Duration : 45 Min. (Presentation – 20 Min, Demo – 15 min, Q&A – 10 Min)
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2. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. |
Fusion - Help Customization
Fusion - help extensibility features and setup options
Shivmohan Purohit
Senior Principal Consultant

3. Fusion - Help Customization
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Application Help – Overview ( 5 Min )
Help Customization - Setup Options ( 5 Min )
Customizing Help in Help Windows ( 5 Min)
Customizing Help – How to ( Demo 10 Min)
Customization of Getting Started Pages ( 5 min )
Getting Started Pages – How to ( Demo 5 min )
Additional Reference, Q&A ( 10 min )
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Using Help –User Assistance Model
Application Help - Overview
• The user assistance model in Fusion Applications delivers everything
that users need to complete their task.
• It provides minimalistic, targeted, embedded user help, such as
bubble help, in-field notes, definitions and instructions.
• This is supplemented by a powerful help application called “Oracle
Fusion Applications Help” that delivers non-embedded help.
• The non-embedded help is a comprehensive collection of help topics
consisting of FAQs, Concepts, Examples, Demos, Essays and PDF
Guides, and is stored in an Oracle-hosted knowledge repository.

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Using Help – Application Help
Application Help - Overview
• Click Application Help under Settings and Actions ( Under Display Login Name )

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Oracle Fusion Applications Help
Application Help - Overview
• Oracle Fusion Applications Help is contextual and structured around
Fusion Applications business processes.
• A Fusion user seeking more help views a help topic pertaining to the
current task flow, page, or region by invoking the User Assistance
Popup (Help dialog window) for the application page or region and
clicking a hypertext link in it.
• Clicking the link launches the Help application, contained in its own
UI Shell, bringing up an individual help topic page, or all relevant hits
in the hosted repository in a Search Results page.

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Using Help – Context Based Help
Application Help - Overview
• Click Show Help in the header to reveal help buttons on the page

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Using Help – Getting Started
Application Help - Overview
• On the Home page, click Getting Started to review some videos and
other help providing a quick overview of key tasks.

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Using Help – Application Help
Application Help - Overview
• Online Application Help – YouTube Video
https://www.youtube.com/watch?v=nuHdzoZA4s0

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Application Walk through / Demo

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Overview
Help Customization – Setup Options
• Users with the appropriate privilege can click the
Manage Custom Help link in a help window to add
their own help to that window.
• Use the Manage Custom Help page to maintain both
predefined and custom help files.
• You can create, duplicate, edit, and delete custom
files, or set their status to Active or Inactive.
• For predefined files, you can only duplicate them or
set their status.

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Manage Custom Help
Help Customization – Setup Options
• Users with the Oracle Fusion Help Text Administration duty have access to
customize help.
• Users with the ATK_CUSTOMIZE_HELP_TOPICS_PRIV privilege can customize help
in Applications Help and help windows, as well as the pages in the Getting Started
work area.
• This privilege is assigned by default to the administrators for product families

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To enable the Help Customization feature choice
Help Customization – Setup Options
• Open the Configure Offerings page in the Setup and Maintenance work area.
• Click the button in the Select Feature Choices column for any offering.
• Ensure that the Local Installation of Help option is selected.
• Select the Access to Internet-based Help Features option.
• Select the Help Customization option.
• Select the Custom Help Security option if you want to be able to secure custom
help to specific roles.

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How to Enable - Manage Custom Help
Help Customization – Setup Options
• Open the Configure Offerings page in the Setup and Maintenance work area.
• Click the button in the Select Feature Choices column for any offering.

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How to Enable - Manage Custom Help
Help Customization – Setup Options
• Ensure that the Local Installation
of Help option is selected.
• Select the Access to Internet-
based Help Features option.
• Select the Help Customization
option.
• Select the Custom Help Security
option if you want to be able to
secure custom help to specific
roles.

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Set Help Options
Help Customization – Setup Options
Use the Define Help Configuration task list in the Setup and Maintenance work area
to: Set help options, including:
• Selecting which Oracle web sites to link to from Applications Help.
• Providing a source name and logo to identify your custom help content.
• Providing a custom image for the help home page.
• Providing a link on the help pages to your User Productivity Kit library

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Set Help Options
Help Customization – Setup Options
Use the Define Help Configuration task list in the Setup and Maintenance work area
to: Set help options

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Manage Help Security Groups
Help Setup Options
• Use the Manage Help Security Groups task list in the Setup and Maintenance work area
• Create any help security groups you need based on job or abstract roles

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Application Walk through / Demo

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Manage Custom Help
Customizing Help in Help Windows
• Custom help displays with the supplied help in the help window, at the top of the list of links.
• Below Screen showing predefine help topics , and Manage Custom Help to Edit or Add

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Manage Custom Help
Customizing Help in Help Windows
• Custom help displays with the supplied help in the help window, at the top of the list of links.
• Below Screen showing predefine help topics , and Manage Custom Help to Edit or Add

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Manage Custom Help
Customizing Help in Help Windows
Activity possible under Help File Customization
• Add documents from their desktop.
• Add links to web pages.
• Add videos.
• Add UPK demos.
• Create text files or html files directly in the
Create Help page.
• Copy and edit supplied application help
topics.
• Change the status of supplied help topics to
Inactive so they are hidden from users

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Manage Custom Help
Customizing Help in Help Windows
• Add documents from their desktop. ( i.e Pdf )

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Application Walk through / Demo

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Manage Custom Help
Customizing Help in Help Windows
• Add Text or Html Help

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Manage Custom Help
Customizing Help in Help Windows
Add YouTube Video.
• Find the video in Youtube.
• Click the Share button.
• Click the Embed button.
• Copy the URL within the embed code, for example https://www.youtube.com/embed/<UniqueID

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Manage Custom Help
Customizing Help in Help Windows
Add YouTube Video.

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Application Walk through / Demo

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Manage Custom Help
Customizing Help in Help Windows
• Before ( Only
Predefined Help)
• After ( After New
Customized Help )

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Manage Custom Help
Customizing Help in Help Windows
Customize help – showing up in help search, using Tags

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Manage Custom Help – Edit Standard Help or Customize Help
Customizing Help in Help Windows

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Overview
Customization of Getting Started Pages

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Overview
Customization of Getting Started Pages
• The Getting Started work area provides pages of information to introduce new users to
the application. You can customize the predefined pages or add your own, so that users
get content specific to your organization.
• Access to Customization
After you open the work area from the Navigator or springboard, you can see
the Edit Getting Started link if you have the appropriate roles.
• Key Customization Tasks
Create and edit pages using a rich text or HTML source code editor
Reorder the pages
Activate or inactivate any page
Delete custom pages (not predefined ones)

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How can I add a HTML / Text based content?
Customization of Getting Started Pages

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How can I add a Youtube video to a Getting Started page?
Customization of Getting Started Pages
Create or edit a page in the Getting Started work area, and include a
piece of code from Youtube.
• Find the video in Youtube.
• Click the Share button.
• Click the Embed button.
• Copy everything in the text box.
• Open the application home page and click the Getting Started icon.
• Click the Edit Getting Started link.
• Open an existing Getting Started page or create a new one.
• Click Source Code Editing Mode in the toolbar.
• Paste in the code you copied from Youtube.
• Click Save and Close.

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Application Walk through / Demo

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Customizing Help – Additional References
Oracle Documentation : Chapter 6 in Extending the Applications for Functional Administrators
https://docs.oracle.com/cd/E51367_01/common_op/OAEXT/F1184590AN1D8FE.htm#F1184590AN1D8FE
Youtube Video From Oracle Development team- How To Customize The Online Help Content
https://www.youtube.com/watch?v=VHRhOEjMwO0
Oracle Support document - How to Enable "Manage Custom Help"
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1536751.1
Oracle Support document - How to change Background Image of Help Portal Home Page
https://support.oracle.com/epmos/faces/DocumentDisplay?id=2029274.1
Oracle Support document - Oracle Fusion Applications User Assistance ( Easy white on help customization )
https://support.oracle.com/epmos/faces/DocumentDisplay?id=1632362.1
Oracle Support document - What happens to custom help after an upgrade of Fusion Applications Help
https://support.oracle.com/epmos/faces/DocumentDisplay?id=2029146.1
How To Restrict The Visibility Of A Custom Help Topic Based On A Users Role
https://support.oracle.com/epmos/faces/DocumentDisplay?id=2068552.1

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Q & A
Questions ?

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Share your feedback or suggestion to
Shivmohan.Purohit@oracle.com
Thanks