Transcript Table of Contents

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Transportation & Global
Trade Product Development
Update
Jim Mooney
Vice President, Logistics Development
March 2014
Agenda
 Oracle Survey
 Release Update
 Key Functional Initiatives
 Rollup Features
 Technology Topics
 Q&A
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Oracle Logistics Survey
During the past year, Oracle has invested in enhancing the areas below.
How would you assess the value of investing in this area?
No or Minimal Value
Providing flexible fields on key OTM objects
Reporting (e.g. flexibility of report scheduling)
Document management (e.g. external storage, workflow)
Rate Inquiry (e.g. multiple results per itinerary)
Promote to production enhancements
Mapping capabilities (e.g. support different map vendors)
Dispatch Board enhancements
Fleet enhancements
Static route / detachable ground schedule enhancements
Load / 3d Load Configuration enhancements
Continuous move/dedicated fleet planning enhancements
Facilitating multi-tier transportation networks
Sourcing enhancements
Global Trade Management enhancements
Support more content from Customs Info
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Neutral on Value
Valuable
Very Valuable
Should Oracle invest more in this
area?
Yes
No
Oracle Logistics Survey
Company information
e.g. Which version is in production?
Client satisfaction
e.g. Ease of install & upgrade
e.g. Integration Capabilities
Participant Information
Don’t forget the business card 
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Release Update
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Product Innovation
15 releases in past 8.5 years
5.5
5.5.3
6.0
Transportation
Business
Intelligence
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LCC, Mobile
Apps, Customs
Fleet
Management
Transportation
Cooperative
Routing
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6.3
6.1
Global Trade
Management
Product Innovation
Pipeline of New Capabilities
≤ 1 year
Current GA
release
6.3.3
6.3.4
≤ 1 year
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6.3.5
6.4
>1 year
6.3 Rollups
• Released every 4 months
• Able to patch against specific Rollups
• Include more robust enhancements:
• Incremental DB additions
• Incremental XML additions
• Property / Parameter controlled enhanced functionality
• Improved upgrade experience
• Due to more focus on incremental controls – if current
• Working on reducing downtime for Rollups – if current
6.3 Rollups
• While we will have the ability to patch back:
• Backports of bugs will still be on an exception basis
• No backports of enhancements
• Same advice from Development: Stay Current!
• No official line on Rollup age, but similar to current approach
we will not be able to patch back too many Rollups – they age!
• Likely no longer than 1 year (match other Oracle products)
• This will likely be the same approach we will follow
with 6.4 Rollups and beyond.
OTM/GTM Lifetime Support Policy
Release
End Premier
End Extended
End Sustaining
5.5
Nov 2010
Nov 2013
Indefinite
6.0
May 2014
Not Available
Indefinite
6.1
Dec 2014
Dec 2017
Indefinite
6.2
Dec 2015
Dec 2018
Indefinite
6.3
Dec 2017
Dec 2020
Indefinite
Key Functional Initiatives
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In-Memory Logistics Command Center
What-If Planning & Simulations
Use Cases
 Network disruptions (e.g., closed ports)
 Freight cost changes (e.g., fuel charges)
 Service provider changes
 Network design (e.g., new cross-dock)
 Sustainability impacts
 Capacity forecasting
 Sensitivity analysis
 Optimization parameter tuning
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Multi-Tier Networks
 New multi-tier network
optimization algorithm
– OTM automatically
discovers all network
routing options
– Improved solution
quality & performance
– E.g., unlimited number
of cross-dock / pooling
options
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Ship Unit Optimization
 Load Configuration algorithm was extended to become a generalized
Packing Algorithm
– Used to pack ship units into equipment (existing OTM functionality)
– Now also used to pack order lines into Ship Units
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Ship Unit Optimization
Mode Selection Example
Scenario
• Order Release sent to OTM
with four packaged items
• Each packaged item weighs
40lbs.
• Mode is unknown when Order
Release is created
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Option 1
• Create one pallet (one ship
unit) representing the entire
order release
• Ship via LTL at a cost of $95
Option 2
• Create multiple ship units for
the order release
• Ship each ship unit individually
via small parcel at a cost of
$22/carton
• Total small parcel cost = $88
Oracle Global Trade Management 6.3
Product Features by Module
Oracle Global Trade
Management
• Global Trade Content
• Upload & Maintenance
• Master Trade Data
• Items, Parties, & Registrations
• Item Templates
• Product Classification
• Duty & Tax Visibility
• OGA, ADD, CVD Visibility
• Restricted Party Screening
• Sanction Screening
• Document Management
• System Infrastructure
• Transaction Processing, Workflow,
Messaging, Business Monitor, Security, User
Management, Advanced Layout, Work
Queues…
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Oracle Trade Compliance
• Trade Control Management
• License Determination
• License Exceptions
• OGA, ADD, CVD Screening
• Document/Template Determination
• Corporate Policy Enforcement
• Other Trade Controls
• License Management
• License Repository
• License Assignment
• License Lifecycle
Oracle Customs
Management
• Customs Determination
• Electronic Filings & Documents
• Configurable Global Solution
• Customs Preparation
• Virtual Shipment Consolidation
• Unit of Measure Conversion
• Currency Conversion
• Basic Valuation Calculations
• Customs Connectivity
• Electronic Filings and Documents
• Freight Forwarder & Broker Collaboration
Platform
• AES Certification
• Direct Connection to AES
Red = New in GTM 6.3
Rollup Features
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User Interface Enhancements
 Header Information on Every Tab
 Reference Number Hyperlinks on Track & Trace
 Enable Hyperlinks on Lookup Pages
 Add SELECT ALL/NONE boxes to:
– Finder Results
– Manager Results
 Flex field Pick and Drop Lists
 Advanced Layout
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User Interface Enhancements
Header Information on Every Tab Enhancement
 Manager Layout has a new Header Fields section
 Select up to four fields
 Fields from parent table
 Supports translation
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only
User Interface Enhancements
Header Information on Every Tab Enhancement
 Fields have been added to PUBLIC manager layouts
 Default headers added for:
– Shipment, Order Release, Freight Forwarding, Order Base, Quote,
Location, Invoice/Bill
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User Interface Enhancements
Reference Number Hyperlinks on Track & Trace
Background
1.
Track and Trace Screen
 Used to present a unified view of an order and all related
buy/sell shipments, reference numbers and shipment event
messages
2.
Shipment manager allows user to view reference numbers as
a hyperlink
 This is accomplished by setting a property:
– glog.webserver.refnum.link.REFNUM_GID=http://server_name?argument={0}
– Example:
glog.webserver.refnum.link.FEDEX=http://www.fedex.com?tracking_number={0}
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User Interface Enhancements
Reference Number Hyperlinks on Track & Trace
Enhancement
 This has been added to the Track & Trace screens, available
through SmartLinks via the following objects:
– Order Release, Shipment, and Shipment Group
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User Interface Enhancements
Enable Hyperlinks on Lookup Pages Enhancement
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User Interface Enhancements
Add SELECT ALL/NONE: Finder Results Enhancement
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User Interface Enhancements
Add SELECT ALL/NONE: Manager Results Enhancement
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Flex Fields
Setup and Process
 Example Shipment with 5 Flex Fields
PickList
DropList
FixedDropList
FlexPickList
FlexDropList
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Advanced Layout in OTM
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Reporting Enhancements
 Accommodate Daylight Savings Time when Scheduling Reports
 Modify Existing Scheduled Reports
 Save Reports in an XLSX Format
 Default Operators in Reports
 Relative dates and times on Reports
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Reporting Enhancements
Accommodate Daylight Savings Time when
Scheduling Reports and Recurring Processes
 Reports and processes are scheduled
to run at the same time each day
 Twice/year these must be
rescheduled to compensate for DST
 OTM should be able to adjust
automatically for this condition
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Reporting Enhancements
Modify Existing Scheduled Reports
 Previously, scheduled reports were not editable. Once
scheduled, you could not change parameters, email addresses,
make additions/deletions/etc.
 Required user to delete and reschedule report
 Updated UI to see existing reports, modify & save
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Reporting Enhancements
Save Reports in an XLSX Format
 Provided Excel 2007 format.
– Generates reports with .xlsx extension
– Reports with .xlsx format are much smaller
– Pure binary spread sheets
 Supported only for external report generation
 Not Supported for embedded report generation
 Certified for BI Publisher 11.1.1
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Reporting Enhancements
Default Operators in Reports
 When configuring reports, often need to
specify default query operators.
 Now possible with the new DEFAULT
OPERATOR drop-down
– Business Process Automation > Power
Data > Document Generation > Reports
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Reporting Enhancements
Relative Dates and Times on Reports
 Provides additional flexibility to time and date queries
 Two new values:
– Range To/From Today: accepts +/- integer relative to today’s date
– Relative Hours: two fields, accepts integers relative to current time
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Technology Topics
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Promote to Production
Create
Project
• Select Objects
• Validate Data
Export
• Export Project
• Modify Custom Data
Import
• Import Project
• Validate Data
Production
Test
Development
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ROD and FTI
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OTM and Disaster Recovery
Typical DataGuard DR
OTM Options:
• Consider using DR
as a test site
• GoldenGate is
also certified
• All data kept in DB
• Code only
changes by admin
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Security in OTM – Best Practices Guide
1.
Install only what is required.
2.
Remove unnecessary default user accounts.
3.
Enable data dictionary protection.
4.
Practice the principle of least privilege.
a. Grant necessary privileges only.
b. Revoke unnecessary privileges from the PUBLIC user group.
c. Restrict permissions on run-time facilities.
5.
Enforce access controls effectively and authenticate clients stringently.
6.
Restrict network access.
a. Use a firewall.
b. Never poke a hole through a firewall.
c. Monitor listener activity.
d. Monitor who accesses your systems.
7.
Check network IP addresses.
8.
Encrypt network traffic.
9.
Harden the operating system.
10. Apply all security patches and workarounds.
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Q&A
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Question #1
 We can’t take every Rollup, otherwise we would
spend all our time testing. What is Oracle’s
recommendation?
 Rollups are cumulative, so skipping a Rollup is fine (however, you
may need to apply newer patches). Develop an approach – every 6,
12, 18 months and stick to it. If you plan to use new functionality, or
continue rollouts to new businesses or geographies, then you should
stay as current as possible.
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Question #2
 From where does the Development / Strategy
team get their European requirements?
 Many places – from experience of developing TMS systems for 25+
years, from working directly with customers over the years – UPM,
DHL, Ikea, Ahold, and also from our sales and consulting partners
working with customers and providing us feedback.
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Safe Harbor Statement
 The preceding 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.
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Q&A
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