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Personalization and Extension for
      E-Business Suite using OA Framework
                              March 23, 2007
                                    Vishnu Vadla
                             Practice Manager – EAS US
© Zensar Technologies 2007               Southern California Regional OAUG
Topics
•   OA Framework Overview
•   MVC Architecture
•   Personalization and Extension
•   Development Tips
•   Case Study of Logitech Inc.,
•   Q&A




© Zensar Technologies 2007   Southern California Regional OAUG
OA Framework - Overview
• Oracle Applications Framework (OAF) is the Oracle
  Applications development and deployment platform
  for HTML-based business applications
    – UIs/Forms for iProcurement, iSupplier, iExpense etc
• 100% Java & XML based
    – OA Framework is J2EE based and features several
      industry standards such as XML, HTML, Java, JSP, SQL
      and Web Services
• Oracle 9i JDeveloper For OA extension
    – Design-time extension to Oracle9i JDeveloper is called
      Oracle Applications Extension (OA Extension)

© Zensar Technologies 2007      Southern California Regional OAUG
OA Framework - Overview                                        ..contd

• Advantages
    – Scalable
    – Personalizable
    – Extensible
• Versions
    – First released in 11.5.7
    – Became extensible with 11.5.10,
      or patched 11.5.9




© Zensar Technologies 2007     Southern California Regional OAUG
OA Framework Characteristics

•   Declarative and Rapid application development
•   Consistent and Compelling UI
•   Built-in durable Personalization
•   Extensible UI and business logic
•   J2EE based, Java and XML
•   Based on MVC architecture




© Zensar Technologies 2007   Southern California Regional OAUG
OA Framework Architecture

        Client                          Application Server            Data Server

        Browser      Servlet Engine           Listener




                                            BC4J
                                                                           Metadata
                                             UIX                          Repository

                                      OA Extension (MDS)

                                        OA Controller                      11i Data



© Zensar Technologies 2007                         Southern California Regional OAUG
Model View Controller
• Model
    – Data                                            Controller


• View
    – User Interface
• Controller
                                         Model                     View
    – Code
• MVC architecture is a component-based design pattern with
  interfaces between the Model, View, and Controller.
• Separates core business model functionality from the
  presentation and control logic that uses this functionality
• Allows multiple views to share the same enterprise data
  model

© Zensar Technologies 2007     Southern California Regional OAUG
OAF and MVC


                             • View – Common UIX-based HTML
                               components used throughout
       ew




               UIX
    Vi




                               Applications

                             • Controller – OA Controller responds to
          r
         lle
    tro




                               user actions, directs application flow
     n




          OA Controller
  Co




                             • Model – Business logic encapsulated in
         el
     od




               BC4J            Business Components for Java (BC4J)
   M




                               view objects and entity objects




© Zensar Technologies 2007             Southern California Regional OAUG
View in OAF

   OA Framework Design time     OA Framework Runtime
      Page Hierarchy
                                      UIX                  UIX
                                  Bean Hierarchy         Renderers
                                                                           JSP/HTML




                                                                                  Browser
                              Cache




                              Metadata     .XML



© Zensar Technologies 2007                    Southern California Regional OAUG
Model in OAF

                     BC4J OBJECTS
                                                                               e
                                                                          Si d
         Entity Objects (EO)                                       V ie w
                               View Objects (VO)                       UIX
                                                                  Bean Hierarchy
                                    Application Module
                                           (AM)
          DML
          Validations
 .XML                               Application Module
          Defaulting
                                           (AM)

             Database
           Tables,Views
              PL/SQL



© Zensar Technologies 2007               Southern California Regional OAUG
Controller in OAF


   User takes an action Browser
                        sends
                        request to     Controller
                        Controller


                                          Metadata
                                          Workflow
                  Apply                                          Model
   1. Controller delegates data
        processing to Model
   2. Determines next page            View
   3. Invokes View to present the
        next page to user

© Zensar Technologies 2007           Southern California Regional OAUG
OAF Page




© Zensar Technologies 2007   Southern California Regional OAUG
Personalization & Extension
• Personalization
    – Declaratively tailoring UI look-and-feel, layout or visibility of built-in
      content to suit a business need or a user preference
         •   Change the prompt for a field and other text on a page
         •   Set whether a field or region is visible
         •   Reorder the fields or components on a page
         •   Restrict the data that a user can access etc.
    – Use the Personalization Framework
• Extension
    – Extending the functionality of an application:
         • Adding new content or business logic
         • Extending/overriding existing business logic
    – Use Oracle9i JDeveloper


© Zensar Technologies 2007                 Southern California Regional OAUG
Personalization

 • No development tool needed
 • Personalizations are overlaid on top of
   base product metadata at runtime
 • Durable – Survive upgrades and patches
 • Admin personalizations available on any                  Personalization
   component                                                 Personalization
                                                              Definition
                                                               Personalization
                                                                Definition
 • User personalizations on tables/inquiries
                                                                  Definition


 • Can implement personalizations on test
   system                                                      Base Product
                                                              Page Definition
 • Personalization feedback is immediate
 • Administrator can easily enable/disable
   personalizations

© Zensar Technologies 2007     Southern California Regional OAUG
Personalization Levels
   • Admin Level Personalization
        – Site, Organization, Responsibility
             • Single view at each level
   • User Level Personalization
        – User Views
             • Several views per User                                  Personalization
   • Each level overlays the levels                                     Personalization
                                                                         Definition
                                                                          Personalization
                                                                           Definition
     below it, and all overlay the                                           Definition
     base page's XML metadata in
     MDS.
                                                                         Base Product
                                                                        Page Definition



                                                                         MDS


© Zensar Technologies 2007                 Southern California Regional OAUG
Personalization Profile Options


•   Personalize Self-Service Defn
•   Disable Self-Service Personal
•   FND: Personalization Region Link Enabled
•   FND: Diagnostics



• Refer to Metalink Note:275876.1 for exhaustive list
  of OAF Profile options


© Zensar Technologies 2007   Southern California Regional OAUG
OAF – New Responsibility
• Functional Administrator
    –   Sysadmin of Personalization
    –   Deploying Personalizations
    –   Import and Export Personalizations
    –   A Real Life saver when dealing with Personalizations




© Zensar Technologies 2007        Southern California Regional OAUG
Extensibility

• Extending & Creating Business Objects
    –   New Page
    –   New Attribute
    –   Extend/Override defaults and validations
    –   New business logic
• Extension is achieved using the BC4J components:
    – Entity Objects (EO)
    – View Objects (VO)
    – Application Modules (AM)



© Zensar Technologies 2007        Southern California Regional OAUG
Onion Ring
OA Framework applications layers
• OA Framework applications can be abstracted into
  a series of concentric layers, like an onion.
• Each layer only “knows”
  about the layers below it.
• This encapsulation allows
                                      OA
                                   Controllers

  reuse at any of the layer                 Application
                                             Modules
  boundaries.                                         View
                                                            Objects

                                                                   Entity
         dataflow up stack (pull)                                  Objects


       dataflow down stack (push)                                            DB



© Zensar Technologies 2007          Southern California Regional OAUG
Entity Object (EO)


• Data interface, not Application interface
• Encapsulates business rules
• Each table can have at most one entity object
• EO instance is associated with a row from the
  database table
• Handles transactional details
• Automatically implements DML operations
• Resides in
    – <company>.oracle.apps.<cust_top>.xxx.schema.server pacakge


© Zensar Technologies 2007           Southern California Regional OAUG
View Object (VO)


•   Application interface, not data interface
•   Encapsulates database queries
•   Provides access to EO’s
•   Two types
    – SQL based
    – EO based
• Resides in
    – <company>.oracle.apps.<cust_top>.xxx.server pacakge




© Zensar Technologies 2007            Southern California Regional OAUG
Application Module (AM)

• Application Module is container for VOs
• Establishes the transaction context for the related UI
  pages
• Every page must have a root application module
    – Oracle.apps.fnd.framework.server.OAApplicationModule
• Resides in
    – <company>.oracle.apps.<cust_top>.xxx.server pacakge




© Zensar Technologies 2007            Southern California Regional OAUG
Case Study of Logitech Inc.,
• Development Tool used
    – Oracle 9i JDeveloper Version 9.0.3.5
• Customizations
    – iSupplier Customization
         • PO Acknowledgement and Notification
         • ASN Update to PO
    – Special Pricing Approval and Processes
         • New OAF Pages in association with Workflow Developed




© Zensar Technologies 2007           Southern California Regional OAUG
iSupplier Customization - iSupplier PO Acknowledgement




                                                                Supplier
                                                            Acknowledgment
Logitech - Case Study




                                                                 of PO




                                                            Supplier View of the
                                                              Purchase Order




             © Zensar Technologies 2007      Southern California Regional OAUG
iSupplier Customization - iSupplier ASN Update to PO


             • ASNs are created through iSupplier
                        – Automatically update the PO Shipment DFF for Shipment
                          Date and Status
                        – Automatically Re-Calculate Promised Date, based on
Logitech - Case Study




                          Actual Ship Date.
                        – Automatically reset the Promised Date to the previous
                          value in the event of ASN Cancellation
                        – PO Shipment DFF updates should not cause a PO Revision.
                        – PO Shipment DFF updates should not require re-approval.
                        – PO Shipment DFF updates will be visible in iSupplier



              © Zensar Technologies 2007          Southern California Regional OAUG
Special Pricing
               • Business requirement
                            – Create special prices for selected customers and groups of
                              customers.
Logitech Inc - Case Study




                            – Flexibility to set promotional limits.
                            – Facility to choose Items for which the Special pricing is
                              applied.
                            – Define the Date ranges for the Special Pricing.




                © Zensar Technologies 2007              Southern California Regional OAUG
Special Pricing


                                          the Promo request will go through the approval Process.
                                           After approval process this will be applied as requested
Logitech - Case Study




             © Zensar Technologies 2007               Southern California Regional OAUG
Lessons Learned and Development Tips
• Customization/Development Estimates
• FND: Diagonstics
• Functional Administrator
• Defects in Standard packages (raise tar)
• Concurrent program for bouncing the apache server
• Use JDeveloper BC4J wizards to extend and create new Business Objects
• Always extend the object, never start with a copy of an object .
• Use the substitution mechanism to let OA Framework start using the
  extended version of the object
• Use “About this Page” link to get all the information related to the page
    – Get page name and location
    – Version numbers
    – BC4J object names, etc.
• Please refer to chapter 8 of OAF Developer guide for Coding Standards



© Zensar Technologies 2007           Southern California Regional OAUG
Q&A




© Zensar Technologies 2007    Southern California Regional OAUG
Thank You

                                    Vishnu Vadla
                             Practice Manager - Oracle
                               vishnu@usa.zensar.com




© Zensar Technologies 2007               Southern California Regional OAUG

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37727897 Oaf Basics

  • 1. Personalization and Extension for E-Business Suite using OA Framework March 23, 2007 Vishnu Vadla Practice Manager – EAS US © Zensar Technologies 2007 Southern California Regional OAUG
  • 2. Topics • OA Framework Overview • MVC Architecture • Personalization and Extension • Development Tips • Case Study of Logitech Inc., • Q&A © Zensar Technologies 2007 Southern California Regional OAUG
  • 3. OA Framework - Overview • Oracle Applications Framework (OAF) is the Oracle Applications development and deployment platform for HTML-based business applications – UIs/Forms for iProcurement, iSupplier, iExpense etc • 100% Java & XML based – OA Framework is J2EE based and features several industry standards such as XML, HTML, Java, JSP, SQL and Web Services • Oracle 9i JDeveloper For OA extension – Design-time extension to Oracle9i JDeveloper is called Oracle Applications Extension (OA Extension) © Zensar Technologies 2007 Southern California Regional OAUG
  • 4. OA Framework - Overview ..contd • Advantages – Scalable – Personalizable – Extensible • Versions – First released in 11.5.7 – Became extensible with 11.5.10, or patched 11.5.9 © Zensar Technologies 2007 Southern California Regional OAUG
  • 5. OA Framework Characteristics • Declarative and Rapid application development • Consistent and Compelling UI • Built-in durable Personalization • Extensible UI and business logic • J2EE based, Java and XML • Based on MVC architecture © Zensar Technologies 2007 Southern California Regional OAUG
  • 6. OA Framework Architecture Client Application Server Data Server Browser Servlet Engine Listener BC4J Metadata UIX Repository OA Extension (MDS) OA Controller 11i Data © Zensar Technologies 2007 Southern California Regional OAUG
  • 7. Model View Controller • Model – Data Controller • View – User Interface • Controller Model View – Code • MVC architecture is a component-based design pattern with interfaces between the Model, View, and Controller. • Separates core business model functionality from the presentation and control logic that uses this functionality • Allows multiple views to share the same enterprise data model © Zensar Technologies 2007 Southern California Regional OAUG
  • 8. OAF and MVC • View – Common UIX-based HTML components used throughout ew UIX Vi Applications • Controller – OA Controller responds to r lle tro user actions, directs application flow n OA Controller Co • Model – Business logic encapsulated in el od BC4J Business Components for Java (BC4J) M view objects and entity objects © Zensar Technologies 2007 Southern California Regional OAUG
  • 9. View in OAF OA Framework Design time OA Framework Runtime Page Hierarchy UIX UIX Bean Hierarchy Renderers JSP/HTML Browser Cache Metadata .XML © Zensar Technologies 2007 Southern California Regional OAUG
  • 10. Model in OAF BC4J OBJECTS e Si d Entity Objects (EO) V ie w View Objects (VO) UIX Bean Hierarchy Application Module (AM) DML Validations .XML Application Module Defaulting (AM) Database Tables,Views PL/SQL © Zensar Technologies 2007 Southern California Regional OAUG
  • 11. Controller in OAF User takes an action Browser sends request to Controller Controller Metadata Workflow Apply Model 1. Controller delegates data processing to Model 2. Determines next page View 3. Invokes View to present the next page to user © Zensar Technologies 2007 Southern California Regional OAUG
  • 12. OAF Page © Zensar Technologies 2007 Southern California Regional OAUG
  • 13. Personalization & Extension • Personalization – Declaratively tailoring UI look-and-feel, layout or visibility of built-in content to suit a business need or a user preference • Change the prompt for a field and other text on a page • Set whether a field or region is visible • Reorder the fields or components on a page • Restrict the data that a user can access etc. – Use the Personalization Framework • Extension – Extending the functionality of an application: • Adding new content or business logic • Extending/overriding existing business logic – Use Oracle9i JDeveloper © Zensar Technologies 2007 Southern California Regional OAUG
  • 14. Personalization • No development tool needed • Personalizations are overlaid on top of base product metadata at runtime • Durable – Survive upgrades and patches • Admin personalizations available on any Personalization component Personalization Definition Personalization Definition • User personalizations on tables/inquiries Definition • Can implement personalizations on test system Base Product Page Definition • Personalization feedback is immediate • Administrator can easily enable/disable personalizations © Zensar Technologies 2007 Southern California Regional OAUG
  • 15. Personalization Levels • Admin Level Personalization – Site, Organization, Responsibility • Single view at each level • User Level Personalization – User Views • Several views per User Personalization • Each level overlays the levels Personalization Definition Personalization Definition below it, and all overlay the Definition base page's XML metadata in MDS. Base Product Page Definition MDS © Zensar Technologies 2007 Southern California Regional OAUG
  • 16. Personalization Profile Options • Personalize Self-Service Defn • Disable Self-Service Personal • FND: Personalization Region Link Enabled • FND: Diagnostics • Refer to Metalink Note:275876.1 for exhaustive list of OAF Profile options © Zensar Technologies 2007 Southern California Regional OAUG
  • 17. OAF – New Responsibility • Functional Administrator – Sysadmin of Personalization – Deploying Personalizations – Import and Export Personalizations – A Real Life saver when dealing with Personalizations © Zensar Technologies 2007 Southern California Regional OAUG
  • 18. Extensibility • Extending & Creating Business Objects – New Page – New Attribute – Extend/Override defaults and validations – New business logic • Extension is achieved using the BC4J components: – Entity Objects (EO) – View Objects (VO) – Application Modules (AM) © Zensar Technologies 2007 Southern California Regional OAUG
  • 19. Onion Ring OA Framework applications layers • OA Framework applications can be abstracted into a series of concentric layers, like an onion. • Each layer only “knows” about the layers below it. • This encapsulation allows OA Controllers reuse at any of the layer Application Modules boundaries. View Objects Entity dataflow up stack (pull) Objects dataflow down stack (push) DB © Zensar Technologies 2007 Southern California Regional OAUG
  • 20. Entity Object (EO) • Data interface, not Application interface • Encapsulates business rules • Each table can have at most one entity object • EO instance is associated with a row from the database table • Handles transactional details • Automatically implements DML operations • Resides in – <company>.oracle.apps.<cust_top>.xxx.schema.server pacakge © Zensar Technologies 2007 Southern California Regional OAUG
  • 21. View Object (VO) • Application interface, not data interface • Encapsulates database queries • Provides access to EO’s • Two types – SQL based – EO based • Resides in – <company>.oracle.apps.<cust_top>.xxx.server pacakge © Zensar Technologies 2007 Southern California Regional OAUG
  • 22. Application Module (AM) • Application Module is container for VOs • Establishes the transaction context for the related UI pages • Every page must have a root application module – Oracle.apps.fnd.framework.server.OAApplicationModule • Resides in – <company>.oracle.apps.<cust_top>.xxx.server pacakge © Zensar Technologies 2007 Southern California Regional OAUG
  • 23. Case Study of Logitech Inc., • Development Tool used – Oracle 9i JDeveloper Version 9.0.3.5 • Customizations – iSupplier Customization • PO Acknowledgement and Notification • ASN Update to PO – Special Pricing Approval and Processes • New OAF Pages in association with Workflow Developed © Zensar Technologies 2007 Southern California Regional OAUG
  • 24. iSupplier Customization - iSupplier PO Acknowledgement Supplier Acknowledgment Logitech - Case Study of PO Supplier View of the Purchase Order © Zensar Technologies 2007 Southern California Regional OAUG
  • 25. iSupplier Customization - iSupplier ASN Update to PO • ASNs are created through iSupplier – Automatically update the PO Shipment DFF for Shipment Date and Status – Automatically Re-Calculate Promised Date, based on Logitech - Case Study Actual Ship Date. – Automatically reset the Promised Date to the previous value in the event of ASN Cancellation – PO Shipment DFF updates should not cause a PO Revision. – PO Shipment DFF updates should not require re-approval. – PO Shipment DFF updates will be visible in iSupplier © Zensar Technologies 2007 Southern California Regional OAUG
  • 26. Special Pricing • Business requirement – Create special prices for selected customers and groups of customers. Logitech Inc - Case Study – Flexibility to set promotional limits. – Facility to choose Items for which the Special pricing is applied. – Define the Date ranges for the Special Pricing. © Zensar Technologies 2007 Southern California Regional OAUG
  • 27. Special Pricing the Promo request will go through the approval Process. After approval process this will be applied as requested Logitech - Case Study © Zensar Technologies 2007 Southern California Regional OAUG
  • 28. Lessons Learned and Development Tips • Customization/Development Estimates • FND: Diagonstics • Functional Administrator • Defects in Standard packages (raise tar) • Concurrent program for bouncing the apache server • Use JDeveloper BC4J wizards to extend and create new Business Objects • Always extend the object, never start with a copy of an object . • Use the substitution mechanism to let OA Framework start using the extended version of the object • Use “About this Page” link to get all the information related to the page – Get page name and location – Version numbers – BC4J object names, etc. • Please refer to chapter 8 of OAF Developer guide for Coding Standards © Zensar Technologies 2007 Southern California Regional OAUG
  • 29. Q&A © Zensar Technologies 2007 Southern California Regional OAUG
  • 30. Thank You Vishnu Vadla Practice Manager - Oracle vishnu@usa.zensar.com © Zensar Technologies 2007 Southern California Regional OAUG