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

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Transcript of 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

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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.

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Agenda

Evolution

WebADI – Overview, New features and Roadmap

Report Manager – Overview, New features and Roadmap

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2

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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

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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

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Overview

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Web Application Desktop Integrator

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Architecture

Point

Point Web ADI Framework

Financials HCM SCM

CRM Projects MFG

Data Sources

Desktop Integrators Download

Spreadsheet

Upload Spreadsheet

Enter / Modify Data

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Web ADI New Feature Overview

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• 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

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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

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Desktop Integration Framework

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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

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Desktop Integration Framework

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View Integrators

Consistent access to Oracle seeded and custom

integrators

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Desktop Integration Framework

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Create Integrator

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Desktop Integration Framework

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Create Interface

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Desktop Integration Framework

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Create Content

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Desktop Integration Framework

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Create Uploader

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Desktop Integration Framework

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Create Importer

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Desktop Integration Framework

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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

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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

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Usability Enhancements

• Data and Graphs

• Editing

• Upload and Download

• Roles

• Request

• Settings

Excel Ribbon Groups Prominent Oracle

Tab

Colored Ribbon Icons for easy

access

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Usability Enhancements

• Switch responsibilities to upload multiple worksheets in the same Excel session

• Simplifies and optimizes upload operations

Switch Responsibility

Menu option to switch responsibility

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Usability Enhancements

• 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

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Usability Enhancements

• 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

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Digital Signature Support

• Macros downloaded for spreadsheet generation are digitally signed

• Tightens security standards for Excel spreadsheets

Enhanced Security

Secure Macro configuration

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Diagnostics

• New diagnostics tests to improve troubleshooting

– Web ADI Module Versions and Profile Options test

– Web ADI Integrator Metadata test

Diagnostic Tests

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Web Application Desktop Integrator

• Office Open XML (OOXML) Standards Compliance

• Data Set Support for Key Flexfields

• Declarative Dependent LOVs

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New Features in Release 12.2.5

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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

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Overview

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Office Open XML (OOXML) Support

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Architecture

Web ADI

Framework

FIN

Desktop Integrators

Download Spreadsheet

Upload Spreadsheet

Enter / Modify Data

HCM

SCM CRM

MFG PROJ

PROC LEAS

OOXML Generator & Parser

Apache POI

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Office Open XML (OOXML) Support

• 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

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Benefits

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Office Open XML (OOXML) Support

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

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Upload Time Improvement

Average improvement of around 23% in upload time

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Office Open XML (OOXML) Support

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VBA Macro Setting

Can now uncheck Developer Macro

Setting

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Office Open XML (OOXML) Support

• 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

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Document Creation

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Office Open XML (OOXML) Support

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File Extension

Generated spreadsheet has .xlsm extension

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Office Open XML (OOXML) Support

• 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

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Download and Upload

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Office Open XML (OOXML) Support

• 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”

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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

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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

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Overview

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Data Set Support in Flexfields

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Key Flexfield filtered by data set

Data set field

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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

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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

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Demo of Web ADI 12.2.5 New Features

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Web Application Desktop Integrator

• Simplified UI for

−Create Document flow

−Define Layout

• Desktop Integration Framework

−Copy Integrator

−Refresh Interface attributes

• Enhanced OA Framework Table integration

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What’s Next

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Usability Enhancements

• 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

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Simplified Create Document

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Usability Enhancements

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Simplified Create Document

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Usability Enhancements

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Simplified Create Document

Save as Shortcut window

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Usability Enhancements

• Simplified Define Layout page

• Single page with three sections

– Context

– Header

– Lines

• Sections correspond to final spreadsheet layout desired

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Define Layout Page

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Usability Enhancements

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Define Layout Page

Context Region

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Usability Enhancements

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Define Layout Page

Header Region

Lines Region

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Desktop Integration Framework

• 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

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Copy Integrator

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Desktop Integration Framework

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Copy Integrator

Select and Copy

Integrator

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Desktop Integration Framework

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Copy Integrator

Update Integrator and other metadata for

new integrator

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Desktop Integration Framework

• 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

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Refresh Interface Attributes

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Desktop Integration Framework

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Refresh Interface Attributes

Informational message showing schema

changes in Update Interface page

Interface Table updated with

schema changes

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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

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Table Data

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OA Framework Integration

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Table Data Excel icon on an

OA Framework Table

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Oracle Report Manager Overview, New Features and Roadmap

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Oracle Report Manager

• 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

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Overview

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Oracle Report Manager

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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

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• 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

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Oracle Report Manager

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Oracle Report Manager

• Deliver reports to configured network drives

• Deliver reports through email

• Configurable setup to accommodate multiple users and multiple locations

Report Bursting / Delivery

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Oracle Report Manager

• Schedule based on months, dates and days

• Schedule based on recurring dates

• Use pre-Saved schedule options

Advanced Scheduling

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Oracle Report Manager

• 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

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Oracle Report Manager

• Submit and Publish Report Set from Report Manager

Report Set Submission

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Oracle Report Manager

• Macros downloaded for spreadsheet generation are digitally signed

• Tightens security standards for Excel spreadsheets

Digital Signature Support

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Oracle Report Manager

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

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Oracle Report Manager

Excel Ribbon

• Prominent Oracle tab and ribbon

• Categories

– Upload Template

– Template Operations

– Insert Fields

– Insert Columns and Rows

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Oracle Report Manager

• Office Open XML Standards Support

• Simplified Report Manager Home page

• Oracle Report Manager menu information hierarchy

• Simplified Report Submission page

• Parallel Content Set support

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New Features in Release 12.2.5

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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

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Overview

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Office Open XML Support

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No VBA Macros

Disable all

Macros

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Office Open XML Support

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Report generated with .xlsx extension

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Office Open XML Support

• 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

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OOXML Templates

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Office Open XML Support

• 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

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Report Generation

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Office Open XML Support

• Compliance with new Excel format OOXML

• Extremely fast report generation and publishing

• Report Bursting / Delivery possible for Excel reports as well

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Benefits

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Office Open XML Support

• Set Profile Option - FRM: OOXML Enabled – to Yes to enable the feature

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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.

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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

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Overview

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Report Manager Home Page

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Overview

New Menu hierarchy

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Report Manager Home Page

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Sliding panel for related application

links

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Report Manager Home Page

• Accessed from ‘Oracle Report Manager’ responsibility

• Easy and intuitive navigation within Report Manager UI screens

• Groups all Report Manager UI in one screen

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Report Manager Menu Hierarchy

• New menu with top-level tabs:

– Dashboard

– Report Submission

– Repository

– Financial Report Template Editor

– Report Administration

Menu

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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

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Overview

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Simplified Report Submission

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Simplified Report Submission

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Parallel Content Set

• Supports financial report submission when Content Set type is parallel

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Parallel Content Set

• Choose the parallel content set while submitting a report

Report Submission

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Parallel Content Set

• Multiple FSG programs are submitted in parallel

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Parallel Content Set

• Report publishing results are stored as a single document in Report Manager

• All FSG concurrent program results go to the same Report Display Page

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Demonstration of Report Manager 12.2.5

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Report Manager

• Customization of Generic Templates

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What’s Next

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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

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