1 Copyright © 2011, Oracle and/or its affiliates. All ... · – Can extend – Infrastructure to...
Transcript of 1 Copyright © 2011, Oracle and/or its affiliates. All ... · – Can extend – Infrastructure to...
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1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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2 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalize, Customize and Extend Oracle E-Business Suite User InterfaceGustavo Jimenez, Sara WoodhullApplications Technology Group
ORACLEPRODUCT
LOGO
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3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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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4 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Program Agenda
• Personalization, Extension and Customization• Technology Choices• Form Personalizations and Extensibility• OAF Personalizations and Extensibility• Oracle E-Business Suite SDK for Java • Oracle E-Business Suite Extensions Using ADF
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5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Increase Value from Applications What’s New in Applications Technology
Results: Drive greater end user productivity
Reduce cost of ownership
Increase agility and lower integration costs
Customer &Master DataManagement
Procurement
HumanCapital
SupplyChain
Procurement
Customer &Master DataManagement
Financials & Projects
Procurement
SupplyChain
HumanCapital
ApplicationsTechnology
E-Business Suite 12.1
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6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Release 12.1 Technology Stack: 3-Tier Logical Architecture
JSP
Forms
BI Publisher
BC4J
OC4J
Web
Lis
tene
r
UIX
Client
RAC & ASM
Global Single Data Model
JDB
C/SQ
L Net
HTTP/S
10g
Application Database
10gR2 | 11g
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7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
EBS Release 12.2 Technology Stack
Client
JDB
C/SQ
L Net
HTTP/S
Application Database
R2
RAC & ASM
Global Single Data Model
Edition-Based Redefinition
WebLogic JSP
Forms
BI Publisher
BC4JW
eb L
iste
ner
UIX 11g
WebLogic Server
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8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Release 12 Technology Stack3-Tier Logical Architecture
Client Application Database
User Interface Business Logic
Extension: OA Framework, Forms, ADF
Personalization:OA Framework, Forms
Extension:BC4J Substitution
New Applications: OA Framework, ADF, APEX, Forms
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9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Configuration
• Oracle E-Business Suite provides flexible configuration options such as– Flexfields– Folders
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10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Options for Personalization
• Personalization refers to using Oracle E-Business Suite personalization frameworks to modify UI– OA Framework
• Administrator personalizations• User personalizations (search pages only)
– Forms
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11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Options for Extension
• Extension refers to building new components and integrating with Oracle E-Business Suite
• Extension technologies– BC4J Substitution to extend business logic (preferred)– OA Framework to build new pages, applications (preferred)– Oracle Forms to build new pages, applications – ADF to build extensions and new applications– Application Express (APEX)– mod_plsql for extensions (Release 11i only, not recommended)
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12 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Options for Customization
• Customization-in-place refers to modifying existing code and components "in place" (not recommended)– Modifying OAF controllers, Forms code, PL/SQL code or mod_plsql
code not supported– Customizations-in-place will be overwritten by patches and
upgrades
– Customization standards include placing custom code in separate APPL_TOP directories, among other things
– See Oracle E-Business Suite Developer's Guide
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13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Choosing the Right Technology
• Personalization– Oracle Forms– Oracle Application Framework
• Extension– Oracle Forms– OA Framework– APEX and mod_plsql– ADF
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14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Choosing the Right Technology
• Use OA Framework or Forms personalization for:– Any UI changes (show/hide, re-order, etc.)
• Personalization– Non-invasive– Can be turned off if problems occur– Upgrades automatically if screen and objects exist in the target
version
• Uses the same technology as what the application has been built on
Personalization
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15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Choosing the Right Technology
• Choose Forms or OA Framework to build screens if– You are adding functionality to an existing application with one or
more new UI screens
• Choose OA Framework / BC4J extension and substitution mechanism if– Your existing OA Framework application requires changes to
business logic
Extension
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16 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Choosing the Right Technology
• Use OA Framework if your application needs to – Use Flexfields– Use E-Business Suite function security and data security– Have seamless session management with E-Business Suite
applications– Have same look and feel as the E-Business Suite application
New Applications
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Choosing the Right Technology
• Use ADF if your application needs to– Use the same standards-based Java development platform as
Fusion applications– Have rich user interface capabilities that are specific to ADF– Support mobile devices via ADF Mobile
New Applications
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Choosing the Right Technology
• Use APEX if you are building PL/SQL-based applications with simple template-based UIs– Requires PL/SQL skills– No Java required or allowed– Provides lightweight HTML-based UI
New Applications
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19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Choosing the Right TechnologyCost of Development and Maintenance
Costs
Extensions
Personalizations
New Applications
Customizations-in-place
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20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Form Personalization<Insert Here>
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21 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Form Personalization
• Allows you to make changes to a form without programming• You can:
– Change object properties such as title, required, and so on– Display messages to the user– Activate additional menu entries– Execute certain Forms built-ins such as database procedure call, ‘Do’
key, open form/URL
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22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Accessing the Form Personalization UI
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23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Form Personalizations UI: Condition
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24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Form Personalizations UI: Actions
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25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Relationship to CUSTOM.PLL Library
• CUSTOM.PLL is a stub library Oracle ships that receives certain form events. Customers can freely add code to it.– Considered "extension" instead of "personalization"
• It is an Oracle Forms library, so you must use Oracle Developer to edit and generate it.– Code rather than metadata
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26 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Form Personalizations or CUSTOM.PLL Library?
• Form Personalizations and changes to the CUSTOM.PLL library co-exist
• CUSTOM .PLL can do more than Form Personalizationsbecause it has complete access to PL/SQL and SQL
• Use Form Personalizations instead of CUSTOM.PLL whenever possible– Form Personalizations can handle the vast majority of your
changes
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27 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
OA Framework Personalization and Extensibility
<Insert Here>
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28 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
OA Framework Personalization
• Personalizations modify the user interface of a page
• Personalization documents are stored as XML files in the database– Part of the Metadata Services (MDS)
repository
• Personalizations are layered on top of the base page at runtime– Base product pages are not changed
Overview
Base ProductPage Definition
PersonalizationDefinition
MDSMDS
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29 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization
• Immediate, visual feedback of changes• Patching the base page generally doesn’t affect the
personalizations• Available on all OA Framework components• Translation support• Utilities to move changes across instances
Features
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30 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization
• Administrator Personalization– Function– Location– Site– Organization– Responsibility
• End User Personalization– User Views
• Personalization at each layer is stored in its own XML document
Levels
Organization Layer
Responsibility Layer
Site Layer
Location Layer
Function Layer
Base Page Layer
User ViewsUser Views
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31 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization
• Tailor text for labels, prompts, and tip messages• Hide or show components• Reorder components• Restrict query results• Add new items: fields, buttons, links, pick lists, images,
regions, and so on• Tailor graphs and charts• Seed end-user views
Administrator Personalizations
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Personalization
• Available on query regions only– Create and save a search– Tailor results table column titles– Hide/show results table columns– Reorder results table columns– Add data filters– Change sorting order
• A system administrator can seed user views and default a view
End User Personalizations
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33 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Extensibility
• Extend Oracle E-Business Suite if you want to:– Modify or extend business logic such as data validation– Build new pages– Change page flows– Build new business components
Overview
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34 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Extensibility
• Build new OA Framework applications using OA Extension to JDeveloper 10g– JDeveloper 10g version customized for Application development
• Follow the OA Framework Developer’s Guide– Build the model – BC4J components– Build the view – OA Framework pages– Build the flow and event handling – controller classes– Seed functions, menus, responsibilities, etc.
• OA Framework extensions are tightly integrated with the Oracle E-Business Suite
New Applications
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35 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Extensibility
• Extending only the model• Can add or modify attributes
and business logic• Store modified objects as
Substitutions– Base object is unchanged
Business Layer Declarative Definitions
Base Business Object
Extends
Custom Objectimplements business logic extensions
Substitution:oracle.apps.po.OrderBizObj = partner.oracle.apps.po.PartnerOrderBizObj
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36 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization and Extensibility
• Model– Can extend– Infrastructure to build such extensions supported
• View– Can personalize and extend– Infrastructure to build such personalizations and extensions supported
• Controller– Can “customize”– Such “customizations” are not supported by Oracle
Summary
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37 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization Features in Release 12
• Personalization Document Manager
• Contextual Hierarchy Page
• Simple Page View on Hierarchy Page
• Support for EL Syntax
• Enhanced Configurable Page Personalization
• Enhanced Home Page Personalization
• Configurable Start Page
Release 12.0
• Support for personalizing additional attributes
• HGrid – control record size
• Query – add search mappings
• Flexfields – add flexfieldreference field mappings
• Text Input – control maximum length
• Add new items based on dynamically created view objects
• Extend personalization capability to more components and properties
• Support attaching PPR events and actions
• Support Undo Personalization
• Support Copy Personalization
• Support for Enhanced EL
Release 12.1 Release Post-12.1.3 (Roadmap)
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38 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization Roadmap
• Allow creation of view objects based on SQL queries• Attach such view object and attributes to new items in
personalizations for the same base page
Creating View Objects within Personalization UI
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39 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization RoadmapCreating View Objects within Personalization UI
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40 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization Roadmap
• Adding ability to create more types of components using personalization– header– messageComponentLayout– table and advancedTable– submitButton– resetButton– messageRichTextEditor
Support More Components
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41 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization Roadmap
• Provide more interactivity through personalization• Support planned for items that can trigger a PPR event
– The Action Type property will be exposed for items that support PPR
– The administrator can set the PPR event name and PPR event parameters for interacting with the controller
Support Partial Page Refresh Events
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42 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization Roadmap
• Allows users to revert all administrator personalizationsmade for a given level and context value during a browser session– Helpful if a personalization has caused an error to occur upon
returning to the base page from the personalization UI
• Access Undo Personalization from the Manage Levels page
Support Undo Personalization
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43 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization Roadmap
• Copy personalizations from one context value at a given level to one or more context values at the same level– Avoids tedious repetition where the same personalizations are
needed for different contexts such as multiple responsibilities– For example, copy personalizations for a page in the Manager
Self-Service responsibility to the same page for the Employee Self-Service responsibility
• Access Copy Personalization from the Manage Levels page
Support Copy Personalization
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44 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Personalization RoadmapUndo and Copy Personalization
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45 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
APEX and mod_plsql<Insert Here>
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mod_plsql for Extensions
• mod_plsql technology provided bridge between PL/SQL and Web worlds– Developers coded PL/SQL to generate raw HTML– Requires individual developers to build their own security code
against various types of attacks
• Not recommended for any new extensions
• Oracle Application Express (APEX) supersedes mod_plsql
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47 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Integrating APEX Applications with EBS
• APEX application pages launched from Oracle E-Business Suite home page, accessing Oracle E-Business Suite data– Create an Oracle Application Express application – Define Oracle E-Business Suite profile and functions – Link functions to menus and responsibility – Configure the Oracle Application Express login process – Define Oracle Application Express authorizations
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Accessing EBS Data through APEX
• Completely standalone application accessing Oracle E-Business Suite data
• Set up APEX in separate schema of EBS APPS database
– Create grants to APEX schema for desired database objects
• “Extending Oracle E-Business Suite Release 12 using Oracle Application Express (APEX) ”, Document 1306563.1
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Oracle E-Business Suite SDK for Java
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Oracle EBS SDK for Java
• Oracle E-Business Suite Software Development Kit for Java– Provides lightweight routines for Java EE applications that
integrate with Oracle E-Business Suite including ADF– Intended for use on external application server– Provides features such as:
• Standard data source (AppsDataSource)• Java Authentication and Authorization Service (JAAS)• Error logging• And more
Overview
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Building ADF Applications for Use with EBS
• Write new Java EE applications with ADF, BPEL, AIA and deploy on external application server
• Configure AppsDataSource for access to Oracle E-Business Suite database – External server does not need APPS
password– Database access is enabled through special
user using AppsDataSource
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Java Authentication and Authorization Service (JAAS)
• Configure external Java EE application to use users and roles already available in Oracle E-Business Suite for authentication and authorization
• Requires AppsDataSource
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Extensions Using Oracle ADF
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ADF: Next-Generation Development Framework
• Increase productivity & ease-of-use– Visual and declarative development– Takes care of the “plumbing” code
• Promote service oriented development– Re-usable business services– Composite applications development
• Standards-based– Choice of technology, deployment platform
• End-to-end coverage– MVC, security, customization
Oracle Application Development Framework
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ADF Faces Rich Client Components • Built in Ajax• Skin-able• Accessibility & internationalization• The usual components plus:
– Charts, Gantt, geo-map, pivot, calendars
• Built in advanced functionality:– Drag and drop framework– Dialog and pop-up framework– “Active Data” - Dashboards / push updates– Templating and declarative components
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ADF Mobile Browser
• Delivers mobile-optimized user interface to mobile browsers
• Adjusts to device’s browser capabilities
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Levels of Integration Between EBS and ADF
Integration with Oracle E-Business Suite can include: • Access to Oracle E-Business Suite data
– Using AppsDataSource with ADFBC– Using SOA Suite
• Access to Oracle E-Business Suite stored procedures– Using AppsDataSource
• Navigation between ADF and OAF pages in UI– Profile option contains application server node information– Register ADF pages as ADFX-type functions and put them in EBS menus or
permission sets– Requires Release 12.1.3 of ATG
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Integrating ADF Applications with EBS: New Release 12.1.3 Features• Requirement: Launch an ADF UI seamlessly from the
EBS home page or link from other OA Framework pages• Release 12.1.3 of AOL (Patchset 8919491) provides:
– External ADF server profile option, FND_EXTERNAL_ADF_URL– ADFX function type
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Summary of Recommendations
• Keep customizations to a minimum• Use OA Framework or Form Personalization wherever
possible• Use OA Framework for extensions or new applications
wherever possible• Use ADF or Apex based on your use case
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References
• Form Personalizations are documented in My Oracle Support Notes 279034.1 (Release 11i) and 395117.1 (Release 12)
• “Extending Oracle E-Business Suite Release 12 using Oracle Application Express (APEX) ”, Document 1306563.1
• AppsDataSource, JAAS, and error logging already available in Patch 8571001– Documented in My Oracle Support Note 974949.1– Future versions will be documented in that note
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Q&A
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