CON Standards-Based Desktop Integration in Oracle E-Business Suite
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2 CON Standards-Based Desktop Integration in Oracle E-Business Suite Gustavo Jiménez Senior Development Manager ATG Development September, 2014
3 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. 3
4 Program Agenda Evolution WebADI Overview, New features and Roadmap Report Manager Overview, New features and Roadmap Upgrading from Client ADI 4
5 Program Agenda Evolution WebADI Overview, New features and Roadmap Report Manager Overview, New features and Roadmap Upgrading from Client ADI 5
6 Evolution of Desktop Integration in E-Business Suite Continuous investment in new technologies 6
7 Desktop Integration in E-Business Suite Continuous Evolution of Architecture and Capabilities ADI 4 Desktop Integrators Web ADI 150+ integrators Report Manager Web ADI 200+ Integrators Report Manager Desktop Integration Framework Web ADI 300+ Integrators Report Manager Desktop Integration Framework Usability enhancements 7
8 Program Agenda Evolution WebADI Overview, New features and Roadmap Report Manager Overview, New features and Roadmap Upgrading from Client ADI 8
9 Oracle Web ADI Overview, New features and Roadmap 9
10 Web Application Desktop Integrator Overview 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 (via DIF) 10
11 Web Application Desktop Integrator Overview - Architecture Data Sources Desktop Integrators Financials HCM SCM CRM Projects Mfg Web ADI Framework Download Spreadsheet Upload Spreadsheet Poin t Poin t Enter / Modify Data 11
12 Web ADI: Current Release and Roadmap Up to Release Desktop Integration Framework Enhanced Usability Enhanced Security Enhanced Diagnostics New certifications Open Office XML standards adoption Flexfields enhancements DIF Integrator duplication Improvements to Content Definition Page Interface definition page Search of interface columns Improvements to DFF/KFF definition Transfer of integrators between instances UI simplification What s Next 0-12 month planning cycle Content re-download 12
13 Web ADI in Release 12.2 Desktop Integration Framework A design time framework to create custom integrators Web-based interface to define metadata of an integrator Provides insight into Oracle seeded integrators Allows preview and debugging of integrator document during creation 13
14 Web ADI in Release 12.2 Desktop Integration Framework Financials HCM Desktop Integration Framework Integrator Interface Content Uploader Importer Component Parameter SCM MFG CRM Oracle Web ADI Metadata Repository ATG Integrator Services Design Time Run Time 14
15 Web ADI in Release 12.2 Desktop Integration Framework Create Components Define UI components used for validation in Excel Configure UI component properties 15
16 Web ADI in Release 12.2 Desktop Integration Framework Manage Integrators Consistent access to Oracle seeded and custom integrators 16
17 Web ADI in Release 12.2 Desktop Integration Framework Manage Integrators 17
18 Web ADI in Release 12.2 Desktop Integration Framework Create Interface 18
19 Web ADI in Release 12.2 Desktop Integration Framework Create Contents 19
20 Web ADI in Release 12.2 Desktop Integration Framework Create Uploader 20
21 Web ADI in Release 12.2 Desktop Integration Framework Create Importer 21
22 Web ADI in Release 12.2 Desktop Integration Framework General improvements Desktop Integration Framework user interface enhancements Intermediate Save feature Search in Interface column table View seeded Components Flex field parameter support 22
23 Web ADI in Release 12.2 Enhanced Usability Excel Ribbon Menu - Description Oracle menu added as an Excel Ribbon for all downloaded Web ADI spreadsheets Replaces old menu under Add-ins tab Simple User Interface for all Web ADI functions XML-based menu structure based on OOXML standards Buttons enabled or disabled based on integrator functionality Well organized groups or features Spacious and easy to access 23
24 Web ADI in Release 12.2 Enhanced Usability Excel Ribbon Menu Prominent Oracle Tab Better categorization of Web ADI functions via groups Data and Graphs Requests Editing Budget Upload and Download Settings Roles 24
25 Web ADI in Release 12.2 Enhanced Usability Excel Ribbon Menu Business Value Direct and immediate discoverability Prominent Oracle menu positioning Consistent with the ribbon look and feel of MS Office products Improved Interactivity 25
26 Web ADI in Release 12.2 Enhanced Usability Switch responsibility Menu option to switch responsibility Switch responsibilities to upload multiple worksheets in the same Excel session Simplifies and optimize upload operations 26
27 Web ADI in Release 12.2 Enhanced Usability Updated look and feel Rich color scheme Compact user interface Improved content visualization Improved icon based global header Support for Navigator and Favorites 27
28 Web ADI in Release 12.2 Enhanced Usability Updated look and feel - Spreadsheet 28
29 Web ADI in Release 12.2 Enhanced Usability Corporate Branding Custom Logo Support for custom corporate logo on downloaded spreadsheets Specify image file name in Layout definition Set profile BNE Viewer Display Images to Yes 29
30 Web ADI in Release 12.2 Enhanced Usability Configurable Uploads Commit Behavior on Validation Failure Control upload behavior based on validation All Rows Either all rows are committed or roll backed Each Row Only valid rows are committed 30
31 Web ADI in Release 12.2 Enhanced Security Digital Signature Support Macros downloaded for spreadsheet generation are digitally signed Tightens security standards for Excel spreadsheets Secure Macro configuration 31
32 Web ADI in Release 12.2 Enhanced Diagnostics Diagnostic tests New diagnostics tests to improve troubleshooting Web ADI Module Versions and Profile Options test Web ADI Integrator Metadata test 32
33 Web ADI in Release 12.2 New Certifications MS Office 2010/ and 64 bit Windows 8/8.1 33
34 Web ADI in Release Certifications in Certifications backported to via R12.BNE.B.Delta.4 ( ) Patch contents: Certifications for Windows 8.1, Office 2013, Internet Explorer 11 Critical fixes Consolidation of one-offs released on top of Pre-requisite: R12.FWK.B.Delta.4 ( ) for recently certified browsers 34
35 Web ADI in Release 12.2 About Microsoft Office certifications MS Office 2003 desupported by Microsoft Only MS Office 2007 and above. Office support limited to versions supported by Microsoft 35
36 Web ADI: Current Release and Roadmap Up to Release Desktop Integration Framework Enhanced Usability Enhanced Security Enhanced Diagnostics New certifications Open Office XML standards adoption Flexfields enhancements DIF Integrator duplication Improvements to Content Definition Page Interface definition page Search of interface columns Improvements to DFF/KFF definition Transfer of integrators between instances UI simplification What s Next 0-12 month planning cycle Content re-download 36
37 Web ADI Roadmap OOXML Introduction OOXML = Office Open XML About the Standard Defined as international standard under ECMA-376 and ISO/IEC Compressed file (zipped) containing XML Metadata and data Capable of representing spreadsheets, presentations, text documents and charts 37
38 Web ADI Roadmap OOXML Standards Adoption - Motivation Adoption of open standards Enables superior cross-platform compatibility and interoperability Server-side spreadsheet generation Improved performance Generation, upload and download 38
39 Web ADI Roadmap OOXML Standards Adoption - Architecture Integrators Financials HCM SCM MFG CRM Oracle Web ADI Integrator Services Document Generation Metadata Repository OOXML libraries XSLM Document ATG 39
40 Web ADI Roadmap Flexfields enhancements Support of Data Sets Parity with forms applications Improved usability of integrators 40
41 Web ADI Roadmap Flexfields enhancements How does data set work? KFF information filtered based on data set id on KFF definition. Data set ID derived from another field in the same row in the spreadsheet 41
42 Web ADI Roadmap Desktop Integration Framework Integrator duplication Allows to copy the definition of an existing integrator into another one. Implementation through a concurrent program via PL/SQL API calls 42
43 Web ADI Roadmap Desktop Integration Framework - Improvements to definition pages Content definition page Improve how content parameter list is captured Interface definition page Enable search of interface columns Improve interface for definition of Descriptive Flexfields and Key Flexfields interface tables columns and groups 43
44 Web ADI Roadmap Desktop Integration Framework Transference of Custom Integrators User-interface/tools Enable simplified migration of custom integrator definitions between instances Promotion of custom integrators from Development to QA/UAT and Production 44
45 Web ADI Roadmap Simplification UI simplification Reduce number of interactions Streamline flows Candidate flows Document creation Layout definition Mapping definition 45
46 Web ADI Roadmap Content re-download Current functionality: Parameter values are the same as when content was created. No flexibility in case of changes to content parameter criteria Future functionality No document recreation required if content parameter criteria has changed. 46
47 Web ADI Roadmap - Demo 47
48 Program Agenda Evolution WebADI Overview, New features and Roadmap Report Manager Overview, New features and Roadmap Upgrading from Client ADI 48
49 Oracle Report Manager Overview, New Features and Roadmap 49
50 Oracle Report Manager Overview 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 50
51 Oracle Report Manager Architecture Standard Reports FSG Reports XML Report Manager Publishing Engine Generator Engine GL Analysis Drilldown Report Definitions Templates Report Repository Delivery Engine Shared Drive 51
52 Report Manager: Current Release and Roadmap Up to Release Report Manager Home page Report Bursting Advanced scheduling Report set submission Browser-agnostic Excel report generation Digitally signed Excel Reports Row and column headers support OAF usability enhancements Excel Ribbon Menu What s Next 0-12 month planning cycle OOXML standards compliance Simplified Report Submission Simplification of key flows Support of Parallel Content Sets Migration of existing report templates between instances Generic template flexibility Automated report archiving and deletion OAF modernized look and feel 52
53 Report Manager in Release 12.2 Home Page Highlights Configurable Home page View Pending and Completed publishing requests Add to Hot List Navigate to Report Manager functions View scheduled reports 53
54 Report Manager in Release 12.2 Folder-level security Highlights 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 Access control list at folder level 54
55 Report Manager in Release 12.2 Advanced scheduling Highlights Schedule based on months, dates and days Schedule based on recurring dates Use pre-saved schedule options 55
56 Report Manager in Release 12.2 Report Bursting Highlights Deliver reports to configured network drives Deliver reports through Configurable setup to accommodate multiple users and multiple locations 56
57 Report Manager in Release 12.2 Report Set Submission Highlights Submit and Publish Report Set from Report Manager 57
58 Report Manager in Release 12.2 Other features Browser-agnostic Report Generation (support for use of Firefox browser) Digital signature support for Report Manager macros 58
59 Report Manager: Current Release and Roadmap Up to Release Report Manager Home page Report Bursting Advanced scheduling Report set submission Browser-agnostic Excel report generation Digitally signed Excel Reports Row and column headers support OAF usability enhancements Excel Ribbon Menu What s Next 0-12 month planning cycle OOXML standards compliance Simplified Report Submission Simplification of key flows Support of Parallel Content Sets Migration of existing report templates between instances Generic template flexibility Automated report archiving and deletion OAF modernized look and feel 59
60 Report Manager Roadmap OOXML Standards Adoption - Motivation Adoption of open standards Enables superior cross-platform compatibility and interoperability Server-side report generation Improved performance 60
61 Report Manager Roadmap OOXML Standards Adoption Proposed Design Custom templates stored in OOXML format Automatic conversion of existing custom templates 61
62 Oracle Report Manager OOXML Standards Adoption - Architecture Standard Reports FSG Reports XML Report Manager Publishing Engine Generator Engine GL Analysis Drilldown Report Definitions Templates Report Repository Delivery Engine Shared Drive 62
63 Oracle Report Manager OOXML Standards Adoption - Architecture XLSX File Format OOXML Libraries Generator Engine 63
64 Report Manager Roadmap Simplified flows Report Submission Ad-Hoc Submission Report Set Submission Request Set Submission Standard Submission Variable reports submission 64
65 Report Manager Roadmap Support for parallel content sets Report Manager starts Publish and Presentation Program FSG controller for parallel content set Multiple FSG submission for each content set Financial Statement Generator for sequential content set Allows submission of parallel FSG processes at the same time Single submission 65
66 Report Manager Roadmap Migration of templates between instances Provision of UI and tools Support for custom and modified templates 66
67 Report Manager Roadmap Generic template flexibility Support for modified generic templates Color scheme (modification or redefinition) Company Logo Font styles 67
68 Report Manager Roadmap Automated report archiving and deletion Mass-archive of reports by age through a concurrent program Mass-purge of reports by age through a concurrent program 68
69 Report Manager Roadmap Modernized look and feel Simplified User Interface Adoption of feature-rich UI and new Oracle standards 69
70 Program Agenda Evolution WebADI Overview, New features and Roadmap Report Manager Overview, New features and Roadmap Upgrading from Client ADI 70
71 From Client ADI to Web ADI and Report Manager 71
72 Client ADI Overview Legacy MS Visual Basic based application following client-server architecture Superseded in Release 12 by a cleaner, 3-tier Internet computing architecture Features in ADI moved over to desktop integrations in General Ledger, Assets and Report Manager 72
73 Client ADI Functionality Mapping to New Integrators Client ADI Features Budget Wizard Journal Wizard Analysis Wizard Physical Inventory Asset Wizard General Ledger Integrators Report Manager Asset Integrators Web ADI Framework 73
74 Upgrading from Client ADI Migration of Client ADI report to Repository Transfer of Client ADI reports Transfer of user to value metadata Custom templates Define MS Excel templates through Financial Report Template Editor Define RTF templates through XML Publisher Submission and publishing New reports submitted and published through Report Manager UI 74
75 Upgrading from Client ADI Customers on can optionally move from Client ADI to Report Manager Customers upgrading from to R12 must move to Report Manager Report Manager rollups on top of Release 12.0, 12.1 and 12.2 have reintroduced perceived Client ADI parity functionality Constant feedback collection 75
76 Client ADI and Web ADI Client ADI Web ADI Specification Solution Framework Number of Desktop Integrations Only 4 More than 300 (R12.2) Architecture Client-Server Internet Computing (Three-tier) Client Installation Spreadsheet layout Security VB application install on every user desktop Limited themes User security verified in database Zero client install Customizable layouts and style sheets Releases Only 11i Both 11i and R12 SSO compliant, supports document and function security Desktop Applications Excel Excel, Word & Project 76
77 Client ADI and Report Manager Client ADI Report Manager Architecture Client-Server Internet Computing (Three tier) Client Installation VB application install on every desktop Zero client install Template Themes Generic and Custom Output Excel and HTML Excel, HTML and PDF Security User to Value User to Value, Flex field, Custom and Folder Level security Report Bursting External Drive External Drive and Mail Scheduling Simple Advanced Report Set Publishing Submission/Publishing 77
78 Summary Significant new functionality in both Web ADI and Report Manager DIF has no equivalence in Client ADI 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 78
79 Demos WUL-014 New User Interface Capabilities in Oracle E-Business Suite Moscone West Exhibition Hall Mon, Sep 29: 9:45 am 6:00 pm Tue, Sep 30: 9:45 am 6:00 pm Wed, Oct 01: 9:45 am 3:45 pm WUL-003 Advanced Architecture and Technology Stack for Oracle E-Business Suite WUL-002 End-to-End Management of Oracle E-Business Suite WUL-004 Oracle E-Business Suite: Technical Upgrade Best Practices 79
80 Related Sessions Don t miss out anything!! 80
81 Related Sessions Tuesday Sep 30 10:45 am - 11:30 am Tuesday Sep 30 12:00 pm - 12:45 pm Strategy & Roadmap GEN General Session: Oracle E-Business Suite Strategy and Roadmap Cliff Godwin, Sr. Vice President, Oracle CON Oracle E-Business Suite Technology: Strategy and Roadmap Lisa Parekh, Vice President, Technology Integration MW-2008 MW- 3004/
82 Related Sessions Wednesday Oct 30 11:30 am - 12:15 pm Thursday Oct 2 12:00 pm - 12:45 pm Usability CON Simplified and Touch-Friendly User Interface in Oracle E-Business Suite Ganapathi Subramanian, Sr. Manager, ATG Development CON Personalize and Extend Oracle E-Business Suite for Desktops and Tablets Maher Muhanna, Manager, ATG Development MW-2018 MW
83 Related Sessions Monday Sep 29 4:00 pm - 4:45 pm Tuesday Sep 30 3:45 pm - 4:30 pm Mobility CON Mobilize Oracle E-Business Suite with Oracle Mobile Platform Jeff Croxen, Sr. Manager, Deloitte Consulting LLP Srikant Subramaniam, Director, Product Management, Oracle Rajesh Ghosh, Director, ATG Development, Oracle CON Oracle E-Business Suite: Mobile Strategy and Roadmap Jeanne Lowell - VP, EBS Product Strategy, Oracle MW-3018 MW- 3004/
84 Q&A 84
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