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Desktop Integration in Oracle E-Business Suite

Desktop Integration in Oracle E-Business Suite. Senthilkumar Ramalingam Senior Manager, ATG Development Padmaprabodh Ambale Director, ATG Development. Program Agenda. Evolution Web ADI – Overview, New Features and Roadmap Report Manager – Overview, New Features and Roadmap

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Desktop Integration in Oracle E-Business Suite

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  1. Desktop Integration in Oracle E-Business Suite Senthilkumar Ramalingam Senior Manager, ATG Development Padmaprabodh AmbaleDirector, ATG Development

  2. Program Agenda • Evolution • Web ADI – Overview, New Features and Roadmap • Report Manager – Overview, New Features and Roadmap • Upgrade from Client ADI

  3. 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.

  4. Desktop Integration in E-Business Suite Continuous Evolution of Architecture and Capabilities • Web ADI (12.2) • 300+ Desktop Integrations • Desktop Integration Framework • Report Manager

  5. E-Business Suite 12.1 & 12.2 Roadmap Continued Releases & Innovation, Easy to Uptake Released Planned 12.1 12.1.2 12.1.3 12.1.3+ New Features Dec2009 Aug 2010 May 2009 12.2 12.2.3 12.2.4 12.2.x User Experience Innovation, Functional Advancements Sep 2013 Product Releases for Both 12.1 & 12.2 Financials, Procurement, Contracts, Project Manufacturing, Quality, SSHR Manager, MDM Hubs, more 16 products EBS Extensions for Endeca Time Entry, Projects, Procurement, Order Mgt, Manufacturing, Quality, Maintenance, Approvals, Employee Directory, more Field Service, Expenses Mobile Apps In-Memory Cost Mgt, Outsourced Mfg, SCEM,EBS Test Automation In-Memory Apps& Other New Products More In-Memory Apps, Yard Mgt , Advanced Testing Packs, more …..

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  7. Web ADI – Overview, New Features and Roadmap

  8. 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 zero - client install • Metadata driven with middle tier processing • Secure communication and single sign on compliant • Customizable to user requirements

  9. Web Application Desktop Integrator Architecture Point Desktop Integrators Download Spreadsheet Financials HCM SCM Enter / Modify Data CRM Projects Mfg Upload Spreadsheet Web ADI Framework Data Sources Point

  10. Web ADI – New Features and Roadmap • Desktop Integration Framework • Digital Signature support for Excel macros • Improved Flexfields support • Multiple worksheet support • Support for graphs • Firefox support • Support for MS Office 2007 • Corporate Branding support on worksheets • Configurable Uploads* • Enhanced Diagnostics* • Enhancements to Desktop Integration Framework • MS Office 2010 64-bit support* • Windows 8 support* • * Already back ported to 12.1.3! • Web ADI Ribbons in spreadsheet • Simplification of Web ADI admin and user flows • Easier Desktop Integration personalization • Desktop Integration Framework Enhancements • MS Office 2013 (32 & 64-bit) support Release 12.1.3August 2010 What’s Next 0-12 month planning cycle Future DirectionsPost 12 month planning cycle

  11. Web ADI in Release 12.1 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

  12. Web ADI in Release 12.1 Desktop Integration Framework Desktop Integration Framework Financials Integrator Interface Content Uploader Importer HCM Component Parameter SCM Oracle Web ADI MFG Metadata Repository CRM ATG Integrator Services Design Time Run Time

  13. Web ADI in Release 12.1 Desktop Integration Framework – Create Components Define UI components used for validation in Excel Configure UI component properties

  14. Web ADI in Release 12.1 Desktop Integration Framework – Manage Integrators Consistentaccess to Oracle seeded and custom integrators

  15. Web ADI in Release 12.1 Desktop Integration Framework – Create Integrator

  16. Web ADI in Release 12.1 Desktop Integration Framework – Create Interface

  17. Web ADI in Release 12.1 Desktop Integration Framework – Create Contents

  18. Web ADI in Release 12.1 Desktop Integration Framework – Create Uploader

  19. Web ADI in Release 12.1 Desktop Integration Framework – Create Importer

  20. Web ADI in Release 12.1 Desktop Integration Framework • Leverage existing investment in enterprise and desktop applications • SSO enabled Integration • AOL Security Lower Cost to Customer Secured Desktop Integration Solutions • Extensible Desktop Integration Framework for custom integrator development • Wizard-based intuitive UI • Single console for Oracle Seeded & Custom Integrators Upgrade safe Reduced Implementation Time • Minimal development efforts • Support for EBS UI widgets in Microsoft Excel Enhanced Productivity Tighter Integration with EBS Agile and Extensible Desktop Integration Architecture

  21. Web ADI in Release 12.1 • Macros downloaded for generating spreadsheets are digitally signed • Allows high-security MS Excel configuration • Digital Signature Support Secure Macro configuration

  22. Web ADI – New Features and Roadmap • Desktop Integration Framework • Digital Signature support for Excel macros • Improved Flexfields support • Multiple worksheet support • Support for graphs • Firefox support • Support for MS Office 2007 • Corporate Branding support on worksheets • Configurable Uploads* • Switch Responsibility* • Enhanced Diagnostics* • MS Office 2010 64-bit support • Windows 8 support • * Already back ported to 12.1.3! • Web ADI Ribbons in spreadsheet • Simplification of Web ADI admin and user flows • Easier Desktop Integration personalization • Desktop Integration Framework Enhancements • MS Office 2013 (32 & 64-bit) support Release 12.1.3August 2010 What’s Next 0-12 month planning cycle Future DirectionsPost 12 month planning cycle

  23. Web ADI New Features • Support for custom corporate logo on downloaded spreadsheets • Specify image file name in Layout definition • Set profile “BNE Viewer Display Images” to Yes • Corporate Branding

  24. Web ADI New Features • Control upload behavior based on validation • All Rows • Either all rows are committed or roll backed • Each Row • Only valid rows are committed • Configurable Uploads Commit Behavior on Validation Failure

  25. Web ADI New Features Menu option to switch responsibility • Switch responsibilities while uploading multiple worksheets in the same Excel session • Switch Responsibility

  26. Web ADI New Features • New diagnostics tests to improve troubleshooting • Web ADI Module Versions and Profile Options test • Web ADI Integrator Metadata test • Enhanced Diagnostics

  27. Web ADI New Features Certifications WEB ADI IS certified • MS Office 2010 64-bit • Windows 8 OS

  28. Web ADI – New Features and Roadmap • Desktop Integration Framework • Digital Signature support for Excel macros • Improved Flexfields support • Multiple worksheet support • Support for graphs • Firefox support • Support for MS Office 2007 • Corporate Branding support on worksheets • Configurable Uploads* • Switch Responsibility* • Enhanced Diagnostics* • MS Office 2010 64-bit support • Windows 8 support • * Already back ported to 12.1.3! • Web ADI Ribbons in spreadsheet • Simplification of Web ADI admin and user flows • Easier Desktop Integration personalization • Desktop Integration Framework Enhancements • MS Office 2013 (32 & 64-bit) support Release 12.1.3August 2010 What’s Next 0-12 month planning cycle Future DirectionsPost 12 month planning cycle

  29. Web ADI Roadmap Usability and Compatibility • Web ADI Ribbons in Excel 2007 and above • Enhanced Desktop Integrator personalization capabilities • Simplified end-user and administrator user interface • MS Office 2013 support for both 32-bit and 64-bit versions

  30. Web ADI Roadmap Desktop Integration Framework • Desktop Integration Framework user interface enhancements • Intermediate Save feature • Search in Interface column table • View seeded Components • Flex field parameter support • Support duplication / copying of seeded integrators for rapid customizations

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  32. Report Manager – Overview, New Features and Roadmap

  33. 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

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

  35. Report Manager – New Features and Roadmap • Reports Repository – folder-level security • Advanced Scheduling • Multi-sheet support • Enhanced formatting options • Complex content set support • Improved performance • Report Manager Home page • Report Bursting • Report set submission • Browser-agnostic Excel report generation • Digitally signed Excel Reports • Express Report Submission • Express Ad-hoc Submission • Enhanced usability of key flows • Mobile access to Reports Repository Release 12.1.3August 2010 What’s Next 0-12 month planning cycle Future DirectionsPost 12 month planning cycle

  36. Report Manager in Release 12.1 • 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

  37. Report Manager in Release 12.1 • Schedule based on months, dates and days • Schedule based on recurring dates • Use pre-Saved schedule options • Advanced Scheduling

  38. Report Manager – New Features and Roadmap • Reports Repository – folder-level security • Advanced Scheduling • Multi-sheet support • Enhanced formatting options • Complex content set support • Improved performance • Report Manager Home page • Report Bursting • Report set submission • Browser-agnostic Excel report generation • Digitally signed Excel Reports • Express Report Submission • Express Ad-hoc Submission • Enhanced usability of key flows • Mobile access to Reports Repository Release 12.1.3August 2010 What’s Next 0-12 month planning cycle Future DirectionsPost 12 month planning cycle

  39. Report Manager New Features • Configurable Home page • View Pending and Completed publishing requests • Add to Hot List • Navigate to Report Manager functions • View scheduled reports • Home page

  40. Report Manager New Features • Deliver reports to configured network drives • Deliver reports through email • Configurable setup to accommodate multiple users and multiple locations • Report Bursting

  41. Report Manager New Features • Submit and Publish Report Set from Report Manager • Report Set Submission

  42. Report Manager New Features • Browser-agnostic Report Generation (support for use of Firefox browser) • Digital signature support for Report Manager macros

  43. Report Manager – New Features and Roadmap • Reports Repository – folder-level security • Advanced Scheduling • Multi-sheet support • Enhanced formatting options • Complex content set support • Improved performance • Report Manager Home page • Report Bursting • Report set submission • Browser-agnostic Excel report generation • Digitally signed Excel Reports • Express Report Submission • Express Ad-hoc Submission • Enhanced usability of key flows • OOXML Standards Compliance Release 12.1.3August 2010 Release 12.2 September 2013 Future DirectionsPost 12 month planning cycle

  44. Report Manager Roadmap • Express Report Submission • Express Ad-hoc Submission • Enhanced usability of key flows • OOXML Standard Compliance

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  46. Client ADI to Web ADI and Report Manager

  47. 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

  48. Client ADI Functionality Mapping to New Integrators Client ADI Features Budget Wizard Asset Wizard Physical Inventory Analysis Wizard Journal Wizard Report Manager General Ledger Integrators Asset Integrators Web ADI Framework

  49. 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

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