OOW16 - Personalizing Oracle E-Business Suite: The Next Generation [CON6716]

1. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Personalizing Oracle E-Business Suite: The Next GeneraKon Senthilkumar Ramalingam Group Manager ATG Development Oracle E-Business Suite September 21, 2016

2. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Agenda Overview PersonalizaKons in Release 12.2 Extensions Upgrade ConsideraKons in Release 12.2.4+ What’s Next PersonalizaKons and Extensions on Oracle Public Cloud 1 2 3 4 3 5

3. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Oracle ApplicaKon Framework •  OA Framework is the primary technology stack for Oracle E-Business Suite applicaKons Architecture Overview OA Framework UIX BC4J MDS AOL JDeveloper OA Extension E-Business Suite Data MDS Repository E-Business Suite ApplicaKons Client Tier Middle Tier Database Tier

4. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Oracle ApplicaKon Framework •  PersonalizaKon •  DeclaraKve UI modificaKons like reorder, hide/show, and rename components •  Administrator defined or End-user defined •  Withstands upgrades to base page definiKon •  Extension •  New pages or modules that extend Oracle ApplicaKon funcKonality •  Encompass UI, business components logic, and controller code •  CustomizaKon •  Invasive code changes to XML or Java code shipped in Oracle ApplicaKons •  Does not withstand upgrades due to code changes 5 Personaliza9on, Extension, and Customiza9on

5. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 6 OA Framework PersonalizaKon •  Administrator or User Level personalizaKon •  MulKple Levels for Fine-grained personalizaKon scopes Levels Base Page Site Responsibility FuncKon OrganizaKon LocaKon User Administrator PersonalizaKons

6. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 7 OA Framework PersonalizaKon •  Sebngs menu in global header has Personalize Page link •  PersonalizaKon enabled when “Personalize Self-Service Defn” proﬁle opKon is set to “Yes” SeBngs

7. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 8 OA Framework PersonalizaKon •  PersonalizaKon scope and context •  Page structure with links to component: –  Personalize –  Reorder –  Create Item Personalize Page

8. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 9 OA Framework PersonalizaKon •  Set personalizaKon scope: –  FuncKon –  Industry –  LocaKon –  Site –  OrganizaKon –  Responsibility Choose Context

9. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 10 OA Framework PersonalizaKon •  View the original definiKon and personalizaKons at different levels •  Set personalizaKons at one or more levels and see the net effect in the last column Personalize Proper9es

10. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 11 OA Framework PersonalizaKon •  New components can be created at Site level •  Most OA Framework components are allowed via the Create Item page Create Item

11. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 12 OA Framework Extensions •  Ability to add or modify ajributes and business logic •  Store modiﬁed objects as subsKtuKons •  Base object is unchanged Model Extensions Declarative Definitions Base Business Object Extends Custom Object implements business logic extensions Subs9tu9on: oracle.apps.po.OrderBizObj = partner.oracle.apps.po.PartnerOrderBizObj

12. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 13 OA Framework Extensions •  Build new OA Framework applicaKons 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 Applica9ons Design and implement the model Design and implement the view Implement ﬂow and event handling Implement AOL funcKon security

13. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 14 OA Framework PersonalizaKons & Extensions Overview •  Admin-Level PersonalizaKon: ₋  Model PersonalizaKon ₋  Undo & Copy ₋  Home Page ₋  New components •  User-Level PersonalizaKon: ₋  Rich Table and HGrid •  Upgrade ConsideraKons for Extensions •  Oracle Alta UI •  Admin-Level PersonalizaKon: ₋  New Components •  WYSIWYG personalizaKon experience •  Theme Editor •  User-Level PersonalizaKon: ₋  HGrid column freeze ₋  Deﬁning favorites Up to Release 12.2.5 October 2015 Release 12.2.6 September 2016 What’s Next

15. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Model PersonalizaKon •  Allows creaKon of view objects based on SQL queries – view object and ajributes can be associated with new items added via personalizaKons on the same base page 16 Create View Objects

17. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Undo PersonalizaKon •  Provide the ability to revert all Admin-Level personalizaKons made for a given level and context value during a browser session – Helpful if a personalizaKon has caused an error to occur upon returning to the base page from the personalizaKon UI •  Access Undo PersonalizaKon from the Manage Levels page 18

19. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Copy PersonalizaKon •  Copy personalizaKons from one context value at a given level to one or more context values at the same level – Avoids tedious repeKKon where the same personalizaKons are needed for diﬀerent contexts such as mulKple responsibiliKes – For example, copy personalizaKons for a page in the Manager Self-Service responsibility to the same page for the Employee Self-Service responsibility •  Access Copy PersonalizaKons from the Manage Levels page 20

21. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 22 Simpliﬁed Home Page •  Responsive tablet-opKmized page design •  Touch friendly icons for launching applicaKon pages •  Customizable Announcement region •  Add to Favorites icon to add commonly accessed applicaKon pages to the Home page New Home Page

22. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 23 Simpliﬁed Home Page •  Sebngs icon consolidates links that were separately displayed: –  Personalize Page –  Preferences –  DiagnosKcs –  Manage Proxies –  Access Requests SeBngs

23. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 24 Simpliﬁed Home Page •  Sebngs -> Personalize Page •  Modify Announcements formajed text Personalize Announcements Personalized Announcements

24. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | User PersonalizaKons •  Global user personalizaKons – User Preferences page •  Page-speciﬁc user personalizaKons – Search pages – Tables – HGrid 25

25. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 26 User Preferences •  Preferences page allows end users to personalize many global aspects: –  Accessibility –  Visual display opKons –  Regional sebngs Preferences

28. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 29 User Preferences •  Classic menu style in release 12.2.5 can be modiﬁed with Oracle Alta UI style menus for a prominent informaKon hierarchy display Menu Display Style Classic menu display

29. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 30 User Preferences •  Set Top-Level Menu Display Style to –  Icons and Links –  Icons and Links on Tablets only –  Links only Menu Display Style

30. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Menu Display Style 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 NavigaKon Bar Side NavigaKon Bar Links Only - default Links only for backward compaKbility Horizontal tabs Side NavigaKon Bar Side NavigaKon Bar Icons and Links (Tablet Only) Large icons and links in tablet and only links in desktop Horizontal tabs Side NavigaKon Bar Side NavigaKon Bar 31

32. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | User PersonalizaKons •  Query (search pages) – Save Search – Set default View •  Tables – Column reorder – Column resize – Column freeze – Column hide/show 33 Page and Component-Speciﬁc

34. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 35 User PersonalizaKons •  Query component –  Simple search panel –  Advanced search panel –  Views panel •  Save Search opKon on simple and advanced search panels Query Simple Search Panel

35. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 36 User PersonalizaKons •  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 –  AddiKonal search criteria Query

36. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 37 User PersonalizaKons •  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 –  AddiKonal search criteria Query Views Panel

42. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | User PersonalizaKons •  AutomaKcally 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 personalizaKons and reset the table back to its original state 43 Table and HGrid Reset to Default icon

43. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | DemonstraKon of PersonalizaKons in 12.2 Oracle Alta UI, Home page and User Personaliza9ons Oracle ConﬁdenKal – Internal/Restricted/Highly Restricted 44

45. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | OA Framework Extensions and CustomizaKons •  OA Framework model extensions via new schema objects, business components and logic •  OA Framework controller customizaKons and/or extensions •  Custom OA Framework applicaKons that co-exist and are Kghtly integrated with Oracle seeded applicaKons 46 Plan for a Smooth Upgrade

46. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | OA Framework Extensions and CustomizaKons Release 12.2 projects that require you to review your extensions and customizaKons: •  Online patching •  OA Framework UI features 47 Plan for a Smooth Upgrade

47. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 48 Online Patching •  SQL queries in EnKty Object and View Object XML files should not have hard database schema references •  Database objects should comply with online patching coding standards Upgrade Considera9ons Page DefiniKon XML BC4J XML and Java Controller Java DB Objects PersonalizaKons Possible No Impact

48. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 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 uKlity to detect hard database schema references 49 Upgrade Readiness Reports

49. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | OA Framework UI Features •  New user interface features in Release 12.2.4 and 12.2.5 may require review and upgrade of customizaKons and extensions: – Oracle Alta UI – Simpliﬁed Global Header – HTML 5 standards uptake – Dialog pages as modal dialogs 50 Overview

50. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 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 unclujered – Provide a clear informaKon hierarchy – Engage users with more visual content 51 Overview

51. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Oracle Alta UI •  Alta skin for EBS is responsively opKmized for tablets and desktops •  Tablet opKmizaKons – Increased height for table tool bar and rows – Increased height for bujons and form input fields like text input fields and list of values (LOV) fields – Enhanced touch sensiKvity for components •  Desktop opKmizaKons – Retains a more compact UI on desktops similar to the earlier skins 52 Overview

52. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 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

54. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Simplified Global Header •  Your extensions may need an upgrade if: – You have defined custom global funcKons by modifying ICX_GLOBAL_MENU •  Such global funcKons will appear as text if no icon is defined •  How do you fix it? – You must associate an icon with your funcKon – Or set profile opKon ‘FND: Branding Size’ to ‘Links Only’ 55

55. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 56 Simpliﬁed Global Header •  FuncKonal Administrator -> Core Services -> FuncKons •  Query your exisKng global funcKon •  Set the Icon value to an icon present in $OA_MEDIA Set Icon to Global Func9ons

56. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | HTML 5 Standards Uptake •  Release 12.2.4 enables stricter HTML 5 browser standards compliance •  Enabled by: – Emibng the direcKve “<!DOCTYPE html>” as the ﬁrst line in all OA Framework pages – Adding the following meta tag in the <head> secKon of the OA Framework page •  <meta hjp-equiv=“X-UA-CompaKble” content=“ie=10”> •  Feature ensures that OA Framework pages render well with modern browsers and leverage HTML 5 and CSS 3 features 57

57. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | HTML 5 Standards Uptake •  Your extensions may have an upgrade consideraKon 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 acKve. The referring page may have come from a previous session. Please select Home to proceed •  How do you ﬁx it? – Ensure correct usage of HTML layout based on HTML 5 standards. – Review “Page Layout” secKon of the Developer Guide. 58

58. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Dialog Pages As Modal Dialogs •  ConfirmaKon and Warning dialogs in exisKng applicaKons are pages requiring navigaKon •  In Release 12.2.4, dialog pages are transparently replaced by acKon- oriented modal dialog windows •  Ability to disable this feature by sebng the profile opKon – FND: Enable Dialog Pages as Modal Popups set to “No” 59

60. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Dialog Pages As Modal Dialogs •  Your extensions may have an upgrade consideraKon if: – Dialog page has a controller which assumes that the page layout to the web bean root component •  How do you ﬁx it? – 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) 61

61. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | 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 compaKbility patches at 12.2.3 code level from different EBS applicaKons – Such fixes ensure that EBS 12.2.3 customers who apply ATG 12.2.4 do not have UI issues in product pages 62 EBS Applica9ons Compa9bility

62. Copyright © 2016, Oracle and/or its affiliates. All rights reserved. | Upgrading to ATG 12.2.4 / 12.2.5 •  Your extensions and customizaKons may have an upgrade impact if: – an EBS product page customized by you has a UI fix delivered via ATG 12.2.4 – such customizaKons will be overwrijen when ATG 12.2.4 is applied •  How do you fix it? – You need to review the file manifest of ATG 12.2.4 for EBS product compaKbility patches, and ensure that you reconcile your customizaKons, if any, with the modified EBS product files 63 EBS Applica9ons Compa9bility

63. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | OA Framework Extensions and CustomizaKons •  Refer to MOS note - Oracle E-Business Suite Release 12.2.4 Upgrade ConsideraKons for OA Framework-based ApplicaKons (Doc ID 1927975.1) – Contains detailed descripKons of UI features and their potenKal upgrade consideraKons – Contains informaKon on how you can plan for upgrading such customizaKons – Contains informaKon on product patches that are part of ATG 12.2.4 64 Planning a Smooth Upgrade

65. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Safe Harbor Statement The following is intended to outline our general product direcKon. It is intended for informaKon purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or funcKonality, and should not be relied upon in making purchasing decisions. The development, release, and Kming of any features or funcKonality described for Oracle’s products remains at the sole discreKon of Oracle. 66

66. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Admin PersonalizaKon Workbench •  Redesigned, WYSIWYG administrator personalizaKon user interface •  In-place personalizaKons on the page without losing the page’s display context •  Signiﬁcantly reduce navigaKon across mulKple pages to do common personalizaKons 67 Overview Roadmap

68. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Admin PersonalizaKon Workbench •  Easy and intuiKve personalizaKons – Select component to edit properKes in Property Paleje – Double click / tap and hold to edit component prompts – Drag and drop to reorder components – Drag and drop to add new components 69 Roadmap

77. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Develop CustomizaKons to Extend FuncKonality Development Tools Image on Oracle Cloud On-Premise VNC Clients JDev/Forms Builder on Cloud EBS Test EBS Dev Developer VM (Linux) VNCServer SSH ORACLE Public Cloud 78

78. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Accessing JDeveloper on OPC Oracle ConﬁdenKal – Internal/Restricted/Highly Restricted 79 Create an SSH Connec9on Public IP Address of Cloud Jdeveloper instance

84. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Accessing JDeveloper on OPC •  Develop customizaKons and extensions on the Oracle Cloud •  Check your customizaKons and extensions with latest versions of EBS for upgrade consideraKons, if any •  Use Enterprise Manager for moving your extensions and customizaKons between your on-premise and Cloud instances 85

85. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | Related Sessions Usability and Mobility Sessions WED Sep 21 12:15 PM CON1421 - Oracle E-Business Suite User Experience and Mobile: Update, Strategy, and Roadmap Jeanne Lowell, Vice President, Product Strategy, Oracle E-Business Suite Moscone West 3024 THU Sep 22 12:00 PM CON6721 - Faster and Beder: Oracle E-Business Suite Desktop Integra9on Enhancements Senthilkumar Ramalingam, Group Manager, ApplicaKons Technology, Oracle E-Business Suite Moscone West 2006 THU Sep 22 2:30 PM CON6718 - Build, Deploy and Manage Smartphone Applica9ons for Oracle E- Business Suite Vijay Shanmugam, Director, ApplicaKons Technology, Oracle E-Business Suite Moscone West 2006 ConﬁdenKal – Oracle Internal/Restricted/Highly Restricted 86

86. Copyright © 2016, Oracle and/or its aﬃliates. All rights reserved. | 87 Classroom Training Learning SubscripKon Live Virtual Class Training On Demand Keep Learning with Oracle University educa9on.oracle.com Cloud Technology ApplicaKons Industries

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