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Transcription:

1 Copyright 2011, Oracle and/or its affiliates. All rights

Desktop Integration in Oracle E-Business Suite Release 12.1: Beyond ADI Senthilkumar Ramalingam, Gustavo Jimenez Applications Technology Insert Information Group Protection Policy Classification from Slide 8 2 Copyright 2011, Oracle and/or its affiliates. All rights

3 Copyright 2011, Oracle and/or its affiliates. All rights

Latin America 2011 December 6 8, 2011 Tokyo 2012 April 4 6, 2012 4 Copyright 2011, Oracle and/or its affiliates. All rights

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. 5 Copyright 2011, Oracle and/or its affiliates. All rights

Program Agenda Overview of Web ADI Overview of Report Manager Client ADI, Web ADI and Report Manager Desktop Integration Framework Web ADI and Report Manager in Release 12 Demo 6 Copyright 2011, Oracle and/or its affiliates. All rights

Overview of Web ADI 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 zero - client install Metadata driven with middle tier processing Secure communication and single sign on complaint Customizable to user requirements 7 Copyright 2011, Oracle and/or its affiliates. All rights

Overview of Web ADI Architecture Download Data End user Oracle Web ADI from Oracle E Business Suite Integrator Parameters & Create Document Formatted Excel Spreadsheet Oracle E Business Suite Web ADI Oracle applications ATG CRM Financials HRMS SCM PLM Healthcare Projects Upload Data Data Entry / Update LOVs Upload Parameters End user 8 Copyright 2011, Oracle and/or its affiliates. All rights

Program Agenda Overview of Web ADI Overview of Report Manager Client ADI, Web ADI and Report Manager Desktop Integration Framework Web ADI and Report Manager in Release 12 Demo 9 Copyright 2011, Oracle and/or its affiliates. All rights

Overview of Report Manager Report Manager is built on Web ADI to provide canned desktop integrations for Financial Reports Enables e-reporting with self-service financial reports Support for multiple formats(excel, PDF, HTML) Supports MS-Word and MS-Excel based templates 10 Copyright 2011, Oracle and/or its affiliates. All rights

Overview of Report Manager Provides central secured report repository Allows customization of report output look and feel Enables distribution based on expansion values and timeframes Facilitates data comparison and trend detection 11 Copyright 2011, Oracle and/or its affiliates. All rights

Overview of Report Manager Architecture Report Manager Reports html Transform Viewer Applications Database Row Set Column Set Content Set GL 12 Copyright 2011, Oracle and/or its affiliates. All rights Components Analysis Wizard

Program Agenda Overview of Web ADI Overview of Report Manager Client ADI, Web ADI and Report Manager Desktop Integration Framework Web ADI and Report Manager in Release 12 Demo 13 Copyright 2011, Oracle and/or its affiliates. All rights

Client ADI Upgrading from Client ADI MS Visual Basic based application following client-server architecture Widely used in 11.5.10 but obsolete in Release 12 Obsolescence as part of the move to a cleaner, 3-tier, standards-compliant desktop integration architecture Client ADI is not replaced by Web ADI 14 Copyright 2011, Oracle and/or its affiliates. All rights

Comparing Web ADI with Client ADI Feature Client ADI Web ADI Specification Solution Framework Number of Desktop Integrations Only 4 Architecture Client-Server Three-tier More than 200 (R12) Client Installation VB application install on every user desktop Zero client install 15 Copyright 2011, Oracle and/or its affiliates. All rights

Comparing Web ADI with Client ADI Feature Client ADI Web ADI Spreadsheet layout Limited themes Customizable layouts and style sheets Security User security verified in database SSO compliant, supports document and function security Releases Only 11i Both 11i and R12 Desktop Applications Excel Excel, Word & Project 16 Copyright 2011, Oracle and/or its affiliates. All rights

Comparing Web ADI with Client ADI Analysis Wizard Report Manager Excel Output Template Editor General Ledger Seeded Integrators Web ADI Framework Report Wizard Journal Wizard Budget Wizard Asset Asset Wizard Physical Inventory Other Product Integrators Security Personalization List of Values Automation Layout Definition Validation Upload Concurrent Programs Feedback Download Core Components (Web ADI) 17 Copyright 2011, Oracle and/or its affiliates. All rights

Comparing Report Manager with Client ADI Feature Client ADI Report Manager Database Shared Exclusive Schema FND FRM Architecture Client-Server Three tier Client Installation VB application install on every desktop Zero client install Template Themes Generic and Custom 18 Copyright 2011, Oracle and/or its affiliates. All rights

Comparing Report Manager with Client ADI Feature Client ADI Report Manager Security User to Value User to Value, Flex field, custom and Folder Level security Output HTML HTML, PDF and Excel Report Bursting External Drive Drives and Mail Scheduling Simple Advanced Report/Request Set Publishing Submission/Publishing 19 Copyright 2011, Oracle and/or its affiliates. All rights

Upgrading from Client ADI Customers on 11.5.10 can optionally move from Client ADI to Report Manager Customers upgrading from 11.5.10 to R12 must move to Report Manager Report Manager rollups on top of Release 12.0 and 12.1 have re-introduced perceived Client ADI parity functionality Hundreds of customers live and successful with Report Manager in both 11.5.10 and 12.0 20 Copyright 2011, Oracle and/or its affiliates. All rights

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 Excel templates through Financial Report Template Editor Define RTF templates using XML Publisher Submission and Publishing New reports submitted through Report Manger functions and custom templates. 21 Copyright 2011, Oracle and/or its affiliates. All rights

Program Agenda Overview of Web ADI Overview of Report Manager Client ADI, Web ADI and Report Manager Desktop Integration Framework Web ADI and Report Manager in Release 12 Demo 22 Copyright 2011, Oracle and/or its affiliates. All rights

Desktop Integration Framework Overview Framework to create custom integrators Graphical UI to define metadata of an integrator Customize integrators based on customer requirements Provide insight of seeded integrators Modularized train flow to retrieve metadata of each component of an integrator Preview and debug integrator document while creation 23 Copyright 2011, Oracle and/or its affiliates. All rights

Desktop Integration Framework Architecture ATG Desktop Integration Framework Integrator Interface Content Uploader Importer CRM Component Parameter Financials HRMS Oracle Web ADI Metadata Repository SCM Integrator Services Design Time Run Time 24 Copyright 2011, Oracle and/or its affiliates. All rights

Desktop Integration Framework Manage Integrators One-point access to Oracle seeded & custom integrators 25 Copyright 2011, Oracle and/or its affiliates. All rights

Desktop Integration Framework Integrator 26 Copyright 2011, Oracle and/or its affiliates. All rights

Desktop Integration Framework Interfaces 27 Copyright 2011, Oracle and/or its affiliates. All rights

Desktop Integration Framework Contents 28 Copyright 2011, Oracle and/or its affiliates. All rights

Desktop Integration Framework Uploader 29 Copyright 2011, Oracle and/or its affiliates. All rights

Desktop Integration Framework Importer 30 Copyright 2011, Oracle and/or its affiliates. All rights

Desktop Integration Framework Components Define UI components used for validation in Excel Configure UI component properties 31 Copyright 2011, Oracle and/or its affiliates. All rights

Program Agenda Overview of Web ADI Overview of Report Manager Client ADI, Web ADI and Report Manager Desktop Integration Framework Web ADI and Report Manager in Release 12 Demo 32 Copyright 2011, Oracle and/or its affiliates. All rights

Web Application Desktop Integration Release 12 and Beyond Release 12.0 Layout definition enhancements Formulae Customizable style sheets Filters Multiple worksheet support Graphs Security Netscape and Firefox support Improved usability Release 12.1 (up to 12.1.3) Desktop Integration Framework Digital Signature support Release Post-12.1.3 (Roadmap) Corporate branding on stylesheets Enhanced Flexfield support Configurable upload Enhanced diagnostics Open Office support 33 Copyright 2011, Oracle and/or its affiliates. All rights

Web ADI in Release Post 12.1.3 Roadmap Support for corporate branding Corporate logo support on downloaded spreadsheet Page branding on all Web ADI pages Configurable upload Menu based ability to switch responsibility User based commit/rollback of uploaded data Enhanced Diagnostics Diagnostic page to verify desktop integrator setup 34 Copyright 2011, Oracle and/or its affiliates. All rights

Report Manager Release 12 and Beyond Release 12.0 Multi-sheet support Additional formatting options Complex content set Improved performance Release 12.1 (up to 12.1.3) Folder level security Advanced scheduling Page setup support Release Post-12.1.3 (Roadmap) Report Home Report Bursting Report Set/ Request Set Submission Security enhancements Enhanced Diagnostics Firefox support Open Office support 35 Copyright 2011, Oracle and/or its affiliates. All rights

Report Manager Folder level Security 36 Copyright 2011, Oracle and/or its affiliates. All rights

Report Manager Advanced Scheduling 37 Copyright 2011, Oracle and/or its affiliates. All rights

Report Manager in Release Post - 12.1.3 Home Page 38 Copyright 2011, Oracle and/or its affiliates. All rights

Report Manager in Release Post 12.1.3 Home Page Configurable Page View Pending and Completed Publishing requests Add to Hot List Navigate to Report Manager functions View scheduled reports View reports marked for archive/deletion 39 Copyright 2011, Oracle and/or its affiliates. All rights

Report Manager in Release Post 12.1.3 Report Set Submission Submit report set from Report Manager Save Submission/Publishing parameters on a user level 40 Copyright 2011, Oracle and/or its affiliates. All rights

Report Manager in Release Post 12.1.3 Roadmap Report Bursting Publish reports to external / network drive Deliver PDF/HTML report through mail Security enhancements Filter on file uploads Restriction on menu creation User to Value mapping for a range of values Enhanced diagnostics Diagnostic page to verify Report Manager setup 41 Copyright 2011, Oracle and/or its affiliates. All rights

Web ADI and Report Manager continue to evolve Migrate from Client ADI to Web ADI/Report Manager Upgrade to R12.1 RUP3 release Develop customized Desktop Integration solutions 42 Copyright 2011, Oracle and/or its affiliates. All rights

Q&A 43 Copyright 2011, Oracle and/or its affiliates. All rights

Oracle Products Available Online Oracle Store Buy Oracle license and support online today at oracle.com/store 44 Copyright 2011, Oracle and/or its affiliates. All rights

45 Copyright 2011, Oracle and/or its affiliates. All rights

46 Copyright 2011, Oracle and/or its affiliates. All rights