Standards-Based Desktop Integration in Oracle E

Transcript Standards-Based Desktop Integration in Oracle E

CON7689 - Standards-Based Desktop Integration in Oracle E-Business Suite

Gustavo Jiménez Senior Development Manager ATG Development September, 2014

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. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 3

Program Agenda

1 2 3 4

Evolution WebADI – Overview, New features and Roadmap Report Manager – Overview, New features and Roadmap Upgrading from Client ADI Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 4

Program Agenda

1 2 3 4

Evolution of Desktop Integration in E-Business Suite

Continuous investment in new technologies

Desktop Integration in E-Business Suite

Continuous Evolution of Architecture and Capabilities 11.5.10 12.0 ADI

4 Desktop Integrators

Web ADI

150+ integrators

Report Manager 12.1 12.2 Web ADI

200+ Integrators

Report Manager Desktop Integration Framework Web ADI

300+ Integrators

Report Manager Desktop Integration

Program Agenda

1 2 3 4

Oracle Web ADI

Overview, New features and Roadmap

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) Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 10

Web Application Desktop Integrator

Overview - Architecture

Desktop Integrators Financials CRM HCM Projects SCM Mfg Web ADI Framework Data Sources Download Spreadsheet Upload Poin t Poin t Enter / Modify Data Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 11

Web ADI: Current Release and Roadmap

Up to Release 12.2.4

     Desktop Integration Framework Enhanced Usability Enhanced Security Enhanced Diagnostics New certifications

What’s Next

0-12 month planning cycle      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 Content re-download Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 12

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 13

Web ADI in Release 12.2

Desktop Integration Framework

Financials HCM SCM MFG CRM ATG Desktop Integration Framework Integrator Interface Content Uploader Component Parameter Importer Oracle Web ADI Metadata Repository Integrator Services Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Design Time Run Time 14

Web ADI in Release 12.2

Desktop Integration Framework – Create Components

Web ADI in Release 12.2

Desktop Integration Framework – Manage Integrators

Web ADI in Release 12.2

Desktop Integration Framework – Manage Integrators

Web ADI in Release 12.2

Desktop Integration Framework – Create Interface

Web ADI in Release 12.2

Desktop Integration Framework – Create Contents

Web ADI in Release 12.2

Desktop Integration Framework – Create Uploader

Web ADI in Release 12.2

Desktop Integration Framework – Create Importer

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 22

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 23

Web ADI in Release 12.2

Enhanced Usability – Excel Ribbon Menu

Prominent Oracle Tab • • •

Better categorization of Web ADI functions via groups

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 25

Web ADI in Release 12.2

Enhanced Usability Switch responsibility

• • Switch responsibilities to upload multiple worksheets in the same Excel session Simplifies and optimize upload operations Menu option to switch responsibility Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 26

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 27

Web ADI in Release 12.2

Enhanced Usability – Updated look and feel - Spreadsheet

Web ADI in Release 12.2

Enhanced Usability Corporate Branding

• • • Support for custom corporate logo on downloaded spreadsheets Specify image file name in Layout definition Set profile “BNE Viewer Display Images” to Yes Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Custom Logo 29

Web ADI in Release 12.2

Enhanced Usability Configurable Uploads

• • • Control upload behavior based on validation All Rows – Either all rows are committed or roll backed Each Row – Only valid rows are committed Commit Behavior on Validation Failure Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 30

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Secure Macro configuration 31

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 32

Web ADI in Release 12.2

New Certifications

Web ADI in Release 12.1.3

Certifications in 12.1.3

• • • Certifications backported to 12.1.3 via R12.BNE.B.Delta.4 (19273341) Patch contents: – – – Certifications for Windows 8.1, Office 2013, Internet Explorer 11 Critical fixes Consolidation of one-offs released on top of 12.1.3 Pre-requisite: R12.FWK.B.Delta.4 (18936791) for recently certified browsers Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 34

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 35

Web ADI: Current Release and Roadmap

Up to Release 12.2.4

     Desktop Integration Framework Enhanced Usability Enhanced Security Enhanced Diagnostics New certifications

What’s Next

Web ADI Roadmap

OOXML Introduction

• • OOXML = Office Open XML About the Standard – Defined as international standard under ECMA-376 and ISO/IEC 29500 – – Compressed file (zipped) containing XML Metadata and data Capable of representing spreadsheets, presentations, text documents and charts Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 37

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 38

Web ADI Roadmap

OOXML Standards Adoption - Architecture

Financials HCM SCM MFG CRM ATG Oracle Web ADI Metadata Repository Integrator Services Document Generation OOXML libraries Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | XSLM Document 39

Web ADI Roadmap

Flexfields enhancements

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 41

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 42

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 43

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 44

Web ADI Roadmap

Simplification

• UI simplification • Reduce number of interactions • • Streamline flows Candidate flows • Document creation • Layout definition • Mapping definition Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 45

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. Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 46

Web ADI Roadmap - Demo

Program Agenda

1 2 3 4

Oracle Report Manager

Overview, New Features and Roadmap

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 50

Oracle Report Manager

Architecture

Standard Reports FSG Reports XML Report Definitions Publishing Engine Templates Report Manager Report Repository Generator Engine Delivery Engine Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | GL Analysis Drilldown Email Shared Drive 51

Report Manager: Current Release and Roadmap

Up to Release 12.2.4

         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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 52

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 53

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | Access control list at folder level 54

Report Manager in Release 12.2

Advanced scheduling Highlights

Report Manager in Release 12.2

Report Bursting Highlights

• • • Deliver reports to configured network drives Deliver reports through email Configurable setup to accommodate multiple users and multiple locations Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 56

Report Manager in Release 12.2

Report Set Submission Highlights

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 58

Report Manager: Current Release and Roadmap

Up to Release 12.2.4

What’s Next

Report Manager Roadmap

OOXML Standards Adoption - Motivation

• • Adoption of open standards Enables superior cross-platform compatibility and interoperability • • Server-side report generation Improved performance Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 60

Report Manager Roadmap

OOXML Standards Adoption – Proposed Design

Oracle Report Manager

OOXML Standards Adoption - Architecture

Oracle Report Manager

OOXML Standards Adoption - Architecture

XLSX File Format

OOXML Libraries

Generator Engine

Report Manager Roadmap

Simplified flows

• • • • • • Report Submission Ad-Hoc Submission Report Set Submission Request Set Submission Standard Submission Variable reports submission Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 64

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 65

Report Manager Roadmap

Migration of templates between instances

Report Manager Roadmap

Generic template flexibility

Report Manager Roadmap

Automated report archiving and deletion

Report Manager Roadmap

Modernized look and feel

Program Agenda

1 2 3 4

From Client ADI to Web ADI and Report Manager

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 72

Client ADI Functionality

Mapping to New Integrators

Budget Wizard Journal Wizard Analysis Wizard Physical Inventory Client ADI Features Asset Wizard General Ledger Integrators Report Manager

Web ADI Framework

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 74

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, 12.1 and 12.2 have re introduced perceived Client ADI parity functionality Constant feedback collection Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 75

Client ADI and Web ADI

Specification Number of Desktop Integrations Architecture Client Installation Spreadsheet layout Security Releases Desktop Applications

Client ADI

Solution Only 4 Client-Server VB application install on every user desktop Limited themes User security verified in database Only 11i Excel

Web ADI

Framework More than 300 (R12.2) Internet Computing (Three-tier) Zero client install Customizable layouts and style sheets SSO compliant, supports document and function security Both 11i and R12 Excel, Word & Project Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 76

Client ADI and Report Manager

Architecture Client Installation Template Output Security Report Bursting Scheduling Report Set

Client ADI

Client-Server VB application install on every desktop Themes Excel and HTML User to Value External Drive Simple Publishing

Report Manager

Internet Computing (Three tier) Zero client install Generic and Custom Excel, HTML and PDF User to Value, Flex field, Custom and Folder Level security External Drive and Mail Advanced Submission/Publishing Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 77

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 Copyright © 2014, Oracle and/or its affiliates. All rights reserved. | 78

Demos

• • • •

WUL-014

–

New User Interface Capabilities in Oracle E-Business Suite WUL-003

Suite – Advanced Architecture and Technology Stack for Oracle E-Business

WUL-002

– End-to-End Management of Oracle E-Business Suite

WUL-004

– Oracle E-Business Suite: Technical Upgrade Best Practices

Moscone West – Exhibition Hall

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