OOW15 - Standards-Based Desktop Integration in Oracle E-Business Suite

Standards-based Desktop Integration
in Oracle E-Business Suite
Web ADI and Report Manager
Padmaprabodh Ambale
Director
ATG Development, Oracle E-Business Suite
October 28, 2015

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. |
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.
3

Agenda
Evolution
WebADI – Overview, New features and Roadmap
Report Manager – Overview, New features and Roadmap
1
2
3
4

Desktop Integration in E-Business Suite
Continuous Evolution of Architecture and Capabilities
11.5.10 12.0 12.1 12.2
ADI
4 Desktop Integrators
Web ADI
150+ integrators
Report Manager
Web ADI
200+ Integrators
Report Manager
Desktop Integration
Framework
Web ADI
400+ Integrators
Report Manager
Desktop Integration
Framework
Usability
enhancements

Web Application Desktop Integrator
• 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 using Desktop Integration Framework
6
Overview

7
Architecture
Poin
t
Poin
tWeb ADI Framework
Financials HCM SCM
CRM Projects MFG
Data
Sources
Desktop Integrators
Download
Spreadsheet
Upload
Spreadsheet
Enter /
Modify Data

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | Oracle Confidential – Internal/Restricted/Highly Restricted 8
Web ADI New Feature Overview
8 8
• Desktop Integration
Framework
• Usability enhancements
• Digital signature support
• Enhanced Diagnostics
• New certifications
• Office Open XML (OOXML)
Standards support
• Flexfields enhancements
• Simplified UI for
− Create Document flow
− Define Layout
• Desktop Integration
Framework
− Copy Integrator
− Refresh Interface attributes
• Enhanced OA Framework
Table integration
Up to Release 12.2.4
August 2014
Release 12.2.5
October 2015
What’s Next
0-12 month planning cycle

Desktop Integration Framework
• A design time framework to create custom integrators
• Graphical user interface to define metadata of an integrator
• Provides insight into Oracle seeded integrators
• Allows preview and debugging of integrator document during creation
Oracle Confidential – Internal/Restricted/Highly Restricted 9
Overview

10
Architecture
Desktop Integration Framework User Interface
HCM
SCM
MFG
CRM
ATG
Design Time
Interface Content Uploader Importer
Financials
Metadata Repository
Integrator Services
Oracle
Web ADI
Component Parameter
Integrator
Run Time

11
View Integrators
Consistent access to Oracle
seeded and custom
integrators

12
Create Integrator

13
Create Interface

14
Create Content

15
Create Uploader

16
Create Importer

17
Summary
 Leverage existing investment in enterprise and desktop
applications
Lower Cost to Customer

 SSO enabled Integration
 AOL Security
Secured Desktop Integration Solutions
 Extensible Desktop Integration Framework for custom
integrator development
Upgrade safe
 Wizard-based intuitive UI
 Single console for Oracle Seeded & Custom Integrators
Reduced Implementation Time
Agile and Extensible Desktop Integration Architecture
 Minimal development efforts
Enhanced Productivity
 Support for EBS UI widgets in Microsoft Excel
Tighter Integration with EBS

Copyright © 2015, Oracle and/or its affiliates. All rights reserved. | 18
Usability Enhancements
• Oracle menu available as a
prominent Excel ribbon
• Actions present under well
organized groups
• Spacious and easy to access
• Replaces old menu under Add-
ins tab
Excel Ribbon Support

• Data and Graphs
• Editing
• Upload and Download
• Roles
• Request
• Settings
Excel Ribbon Groups
Prominent Oracle
Tab
Colored Ribbon
Icons for easy
access

• Switch responsibilities to upload
multiple worksheets in the same
Excel session
• Simplifies and optimizes upload
operations
Switch Responsibility
Menu option to switch
responsibility

• Support for custom corporate
branding on downloaded
spreadsheets
• Specify image file name in
Layout definition
• Set profile “BNE Viewer Display
Images” to Yes
Custom Branding
Replace with Custom
Branding image

• Control upload behavior based
on validation
• All Rows
– Either all rows are committed or roll
backed
• Each Row
– Only valid rows are committed
Configurable Upload
Commit Behavior on
Validation Failure

Digital Signature Support
• Macros downloaded for
spreadsheet generation are
digitally signed
• Tightens security standards for
Excel spreadsheets
Enhanced Security
Secure Macro
configuration

Diagnostics
• New diagnostics tests to
improve troubleshooting
– Web ADI Module Versions and
Profile Options test
– Web ADI Integrator Metadata test
Diagnostic Tests

• Office Open XML (OOXML) Standards Compliance
• Data Set Support for Key Flexfields
• Declarative Dependent LOVs
25
New Features in Release 12.2.5

Office Open XML (OOXML) Support
• Office Open XML (OOXML) is a zipped, XML-based document for
representing spreadsheets, charts, presentations, and word documents
• OOXML is the default file format for Excel files since Microsoft Office 2007
• Web ADI Documents conform to Office Open XML Standard
– Enables document automation without needing Microsoft Excel and VBA Macros
– Documents are created and processed at the server side
26
Overview

27
Architecture
Web
ADI
Framew
ork
FIN
Desktop Integrators
Download
Spreadsheet
Upload
Spreadsheet
Enter /
Modify Data
HCM
SCM CRM
MFG PROJ
PROC LEAS
OOXML
Generator
& Parser
Apache
POI

• Compliance with new Excel format OOXML
• Enables better security measures
– Eliminates the need for “Trust Access to VBA project model” setting in Microsoft Excel
– VBA Macros are limited only for Oracle Menu functionalities
• Desktop resource usage is significantly reduced
• Extremely fast document creation and document upload; upload time
improves by at least 20%
• File size reduced by up to 30% compared to .xls format
28
Benefits

Number of Rows Upload Time with pre-12.2.5 binary
.xls format (secs)
Upload time with 12.2.5 OOXML
format (secs)
5,000 42 34
10,000 68 60
30,000 243 195
50,000 501 403
100,000 1439 1173
29
Upload Time Improvement
Average improvement of around 23% in upload time

30
VBA Macro Setting
Can now uncheck
Developer Macro
Setting

• No change in steps to create Web ADI documents after enabling this
feature
• The created document has different file extension (.xlsm)
• All the in-document editing features like LOVs and Oracle Ribbon Menu are
supported
31
Document Creation

32
File Extension
Generated
spreadsheet has
.xlsm extension

• Download creates an entirely new document at the server and opens in
place of the currently opened one
– Does not use VBA Macros and desktop resources to download content
• Upload will send the entire document to the server for the upload
processing
– Uses minimal VBA Macros to send the document to server
• Download and Upload are initiated by the Oracle ribbon menu as before
33
Download and Upload

• Feature not enabled out-of-the-box in release 12.2.5
• Customers can enable the feature by setting the profile option “BNE:
Enable OOXML Standard”
34
Configuration
Profile Option Values Description
Yes Enables OOXML Standard for Web ADI Documents
No This is the default option and retains pre 12.2.5 way of
creating and uploading Web ADI documents

Data Set Support in Flexfields
• Key Flex Fields (KFFs) validation support added for Data Set and Where
Clause in Web ADI
• This feature is already supported in Forms and WebADI supports it from
12.2.5
35
Overview

Data Set Support in Flexfields
36
Key Flexfield
filtered by data set
Data set field

Declarative Dependent LOVs
• Enables LOV for an Interface
Attribute to depend on the
value of another Interface
Attribute
• Dependent LOVs could only be
created using Java classes prior
to this release
Overview
WHERE clause
contains
dependent field

Declarative Dependent LOVs
• Dependent LOV can be defined using $INTERFACE$.<INTERFACE-
ATTRIBUTE> in the where clause of LOV definition
• Dependent LOV is only supported for Table validated LOVs and Standard
LOV type
38

Demo of Web ADI 12.2.5 New Features
39Oracle Confidential – Internal/Restricted/Highly Restricted

• Simplified UI for
−Create Document flow
−Define Layout
• Desktop Integration Framework
−Copy Integrator
−Refresh Interface attributes
• Enhanced OA Framework Table integration
40
What’s Next

• 5-step Create Document flow reduced to a single page
• Responsive page with fields enabled based on selected integrator and
contents
• Provides feature to save commonly downloaded documents as
shortcuts/favorites
41
Simplified Create Document

42

43
Save as Shortcut
window

• Simplified Define Layout page
• Single page with three sections
– Context
– Header
– Lines
• Sections correspond to final spreadsheet layout desired
44
Define Layout Page

45
Define Layout Page
Context
Region

46
Define Layout Page
Header
Region
Lines
Region

• Allows duplication of either an Oracle seeded or custom Integrator
• Copied integrator can be modified for changes to interface, content or
parameter values
• Allows rapid development of similar desktop integrations
47
Copy Integrator

48
Copy Integrator
Select and
Copy
Integrator

49
Copy Integrator
Update Integrator and
other metadata for
new integrator

• Common requirement to allow Interface definition to be updated when
schema changes occur
– Data type change
– Attribute change, like length
– Position change
– New columns added to tables, or new parameters in PL/SQL procedures
• Update Integrator flow shows schema changes in Interface attributes page
50
Refresh Interface Attributes

51
Refresh Interface Attributes
Informational message
showing schema
changes in Update
Interface page
Interface Table
updated with
schema changes

OA Framework Integration
• Allow OA Framework page table data to be downloaded as a Web ADI
spreadsheet
• Allows offline data update and upload from Excel
• May eliminate the need to define custom desktop integrators wherever the
product has a page with a table defined with the requisite number of
columns
52
Table Data

OA Framework Integration
53
Table Data
Excel icon on an
OA Framework
Table

Oracle Report Manager
Overview, New Features and Roadmap
54

• 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
55
Overview

56
Architecture
Report Manager
Generator
Engine
Templates Report
Repository
Report
Definitions
Standard Reports
FSG Reports XML
Delivery
Engine
Publishing
Engine
Email
Shared Drive
GL Analysis
Drilldown

• New features in 12.2:
– Report Manager Home page
– Report Bursting
– Advanced Scheduling
– Folder-level Security for Reports
– Digital signature support
– Row and column headers support
– Excel Ribbon support
• New features in 12.2.5:
– Office Open XML Standards Support
– Simplified Report Manager Home page
– Oracle Report Manager menu
information hierarchy
– Simplified Report Submission page
– Parallel Content Set support
57

• Deliver reports to configured
network drives
• Deliver reports through email
• Configurable setup to
accommodate multiple users
and multiple locations
Report Bursting / Delivery

• Schedule based on months,
dates and days
• Schedule based on recurring
dates
• Use pre-Saved schedule options
Advanced Scheduling

• 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
Folder-Level Security
Access control list at folder
level

• Submit and Publish Report Set
from Report Manager
Report Set Submission

• Macros downloaded for
spreadsheet generation are
digitally signed
• Tightens security standards for
Excel spreadsheets
Digital Signature Support

Row and Column Headers
• Adds support for showing
default Excel row and column
headers in addition to Report
headers
• Set profile FRM: Excel View Row
and Column Headings to enable
feature

Excel Ribbon
• Prominent Oracle tab and
ribbon
• Categories
– Upload Template
– Template Operations
– Insert Fields
– Insert Columns and Rows

• Office Open XML Standards Support
• Simplified Report Manager Home page
• Oracle Report Manager menu information hierarchy
• Simplified Report Submission page
• Parallel Content Set support
65
New Features in Release 12.2.5

Office Open XML Support
• Support for publishing reports in OOXML format
• FSG reports rendered in Excel as OOXML
– Excel file extension xlsx
– No VBA macro code
• FSG in OOXML Excel format can be delivered via e-mail, sftp, file system at
report execution time
• FSG Excel reports get rendered faster in new OOXML
66
Overview

67
No VBA Macros
Disable
all
Macros

68
Report generated
with .xlsx extension

• Custom templates need to be migrated to new OOXML format
– Running Template Converter concurrent program
• FSGs can be rendered in OOXML using
– Migrated custom templates
– New OOXML custom templates
– Generic templates
69
OOXML Templates

• Report Generation happens on the server side instead of on the client
desktop
• OOXML report generated in the server downloaded to desktop client
• No desktop client resource utilization required for generating reports
70
Report Generation

• Compliance with new Excel format OOXML
• Extremely fast report generation and publishing
• Report Bursting / Delivery possible for Excel reports as well
71
Benefits

• Set Profile Option - FRM: OOXML Enabled – to Yes to enable the feature
72
Configuration
Profile Option Values Description
Yes FSG reports rendered in Excel will be created in .xlsx format
No This is the default value that retains the pre-12.2.5 behavior. FSG reports generated in
Excel will be in .xls format.

Report Manager Home Page
• New simplified user interface for Home page
• Follow Oracle Alta UI landing page design pattern
• Single and central location where user can:
– see Report Manager concurrent requests
– submit reports
– access Report Manager administrator features
73
Overview

74
Overview
New Menu
hierarchy

75
Sliding panel for
related application
links

• Accessed from ‘Oracle Report Manager’ responsibility
• Easy and intuitive navigation within Report Manager UI screens
• Groups all Report Manager UI in one screen
76

Report Manager Menu Hierarchy
• New menu with top-level tabs:
– Dashboard
– Report Submission
– Repository
– Financial Report Template Editor
– Report Administration
Menu

Simplified Report Submission
• New User Interface to submit financial reports
• Quick financial report submission
• Minimizes data entry and navigation
• Does not require a Reports Repository location
• Allows navigation to the regular 5-step financial report submission flow
78
Overview

79

80

Parallel Content Set
• Supports financial report submission when Content Set type is parallel
81

• Choose the parallel content set
while submitting a report
Report Submission

• Multiple FSG programs are submitted in parallel
83

• Report publishing results are stored as a single document in Report
Manager
• All FSG concurrent program results go to the same Report Display Page
84

Demonstration of Report Manager 12.2.5
85

Report Manager
• Customization of Generic Templates
86
What’s Next

Summary
• Significant new desktop integration functionality in both Web ADI and
Report Manager
• 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
• Improved standards compliance
87

Related Sessions
Wednesday, October 28, 2015
CON8145 Building, Deploying, and
Managing Smartphone Apps for
Oracle E-Business Suite
Moscone West – 3004 4:15 – 5:00

Related Sessions
Thursday, October 29, 2015
CON8144 Personalize and Extend Oracle E-
Business Suite for Desktops and
Tablets
Moscone West—3022 14:30 -
15:15

Demo Pod
Demo Pods
Moscone West WCL-015 End-to-End Management of Oracle E-Business Suite
Moscone West WCL-016 New User Interface Capabilities in Oracle E-Business Suite
Moscone West WCL-003 Oracle E-Business Suite: Technical Upgrade Best Practices
Moscone West WCL-014 Advanced Architecture and Technology Stack for Oracle E-
Business Suite
Moscone West WCL-002 Automated Oracle E-Business Suite Tests Using Oracle Flow
builder

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