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1 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
2 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
ATG Live Webcast: Usability Best Practices for
Oracle E-Business Suite
Sara Woodhull, Principal Product Manager
Applications Technology Group
ORACLE
PRODUCT
LOGO
3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
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 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Program Agenda
• Introduction
• Upgrade to Release 12.1.3
• Personalize
• Extend
5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Introduction
• Make your applications more usable
• Get the most out of the new usability enhancements
• Follow User Experience best practices when
customizing your applications
• UX Direct Program
Usability Best Practices
6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Oracle’s Applications Strategy
• Continuation
– Upgrade to current releases of existing applications
• Coexistence
– Complement existing applications with integration to and
coexistence with specific Oracle Fusion Application functionality
• Replacement
– Completely replace older deployments with Oracle Fusion
Applications
Three top-level adoption strategies for Fusion Applications
7 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Top Three Ways to Improve EBS Usability
1. Upgrade to Release 12.1.3
2. Personalize to your requirements
3. Use right technology and follow standards for
extensions
Get the most out of Oracle E-Business Suite
8 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Upgrade to Release 12.1.3
<Insert Here>
9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Oracle Application Framework Overview
• Web application development framework for Oracle
E-Business Suite
• Declarative application development based on model-
view-controller (MVC) architecture
• Runtime framework to create UI personalizations
• Declarative extensions development
10 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Upgrade to Release 12.1.3
• Usability enhancements in all OA Framework-based
products due to technology improvements
• Many screens rebuilt using OA Framework
• Individual products redesigned with new task-based
flows
Take advantage of usability improvements
11 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Oracle Application Framework Release 12
• Modern Look and Feel
• Support for WSRP Portlets
• Web services support
• Personalization – Personalization Document Manager
– Contextual Hierarchy Page
– Support for EL Syntax
– Enhanced Configurable Page
Personalization
– Enhanced Home Page Personalization
– Configurable Start Page
• Rich User Interface – Configurable Home Page
– New Navigator and Favorites
– Look-ahead LOV
– Inline Attachments
– Pop-up dialogs
– Rich content container
• Flexfield Reference support
• Record History support
• Support for RESTful services
• Personalization of additional attributes
• Portletization capabilities
12.0 12.1
12 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Configurable Home Page
Embedded
Content Reconfigured
Layout
13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Configurable Home Page
New Navigator
Tree
14 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Navigator
Drop-down
Navigator Menu
15 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Favorites
Drop-down
Favorites Menu
16 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Navigator and Favorites
• Allows rapid cross-responsibility, cross-application
navigation
• Can add and manage Favorites with a single click
• Feature controlled by profile option
17 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Look-Ahead LOV
Inline look-ahead LOV
window
18 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Inline Attachments
Inline “Add Attachment”
window
19 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Inline Attachments
Inline “View Attachment”
window
20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Profile Options
Profile Option Name Values Default
FND: Disable Configurable Home Page True, False False (Site)
FND: Disable Navigator and Favorites Rich Menu True, False False (Site)
FND: Disable Look Ahead LOV True, False False (Site)
FND: Disable Inline Attachments True, False False (Site)
• Rich UI capabilities are enabled by default in 12.1.3
• Best practice is to leave enabled.
21 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Pop-up
Inline Pop-up
window
22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Rich Content Container
Embedded OBIEE
Analytic Contents
23 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Embedding Custom Rich Content
24 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
REST Service Interface Enables Rich, Responsive User Interface
• Powerful, light-weight interface to expose your
business services – Referred to as “RESTful Services”
• RESTful services send or receive data in
standard XML formats
• Example RESTful service UIs in EBS: – Tree Navigator on home page
– Navigator and Favorites links
• You can build custom user interfaces using the OA Framework
RESTful Service Interface
25 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Oracle Application Framework 12.1+ (Roadmap)
• Personalization
– Add new items based on
dynamically created view objects
– Extend personalization capability
to more components and
properties
– Support attaching PPR events and
actions
– Support Copy/Undo
Personalization
• UI Indicators
• Simplified ADF integration
• AutoVue integration
• Enhanced mobile/iPad support
• Enhanced EL Support
Future
26 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Navigator Search on Navigator Link
Type-ahead
search
Use of icons for space
optimization
Use of icons for space
optimization
“Personalize Navigator”
moves down
Future
27 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface UI Indicators
Activity indicator
Visual
Hints
Hover-over
Pop-ups
(Dotted Line)
Click
Pop-up
(Full line)
Future
28 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Rich User Interface Exceptions as Pop-ups
Error message appears in a
pop-up window
Future
29 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
AutoVue Integration
“Print Attachment”
dialog window
Future
30 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Personalize Oracle E-Business Suite for Maximum Usability
<Insert Here>
31 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Customizations in Oracle E-Business Suite
• Personalize
– Add new items
– Change prompts, titles, text
– Reorder items or regions
• Configure
– Profile Options
– User-defined Flexfields
– Function and Data Security
Setups
• Extend
– Add new functional flows or
content
– Extend or override existing
business logic
• Modify
– OVERWRITE Oracle Shipped
code / business logic
32 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Usability Best Practice: Data Planning
• Consider structuring data for usability in Lists of Values
and queries.
– Data with same first characters requires users to type in many
extra characters repeatedly, wasting time and annoying users.
– Example: "Dunning Report" and "Supplier Report" would be
easier values to use than "Report on Dunning" and "Report on
Suppliers" where "Report on" are common initial characters.
– There are MANY areas where careful data creation can improve
usability!
All across your applications
33 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Options for Personalization
• Personalization refers to using Oracle E-Business Suite
personalization frameworks to modify user interface of a
page
– OA Framework
• Administrator personalizations
• User personalizations (search pages only)
– Forms
34 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
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
35 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Accessing the Form Personalization UI
36 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Form Personalization UI: Condition
37 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Form Personalization UI: Actions
38 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
OA Framework Personalization
• Immediate, visual feedback of changes
• Patching the base page doesn’t usually affect the
personalizations
• Available on all OA Framework components
• Translation support
• Utilities to move changes across instances
Features
39 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
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 Views
40 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
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
Best Practice:
Hide fields your
organization
doesn't use
41 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
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 set up
a default view
End User Personalizations
Best Practice:
Train end users
to tailor their
searches and
save them for
later reuse
42 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Usability: Personalization Best Practice
• End users can create saved searches (Views) with 5-25
rows in results table where Save Search is available
• System administrators can personalize "Records
Displayed" property of search results tables with larger
numbers of rows
– Improve usability where users need to see many rows at once
– Beware of possible performance impact
– Optimal number of rows depends on page. Test with users!
Rows in a Table
43 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Usability: Personalization Best Practice
• Keep informational text where the user expects to see it
– Keep text near the affected objects
• Keep added text to a minimum
– A big black paragraph of text is daunting to users
– After the first few uses, that paragraph just gets in the way
• Be sure to translate text personalizations
– Translate OA Framework personalizations in Manage Levels
screen
– If you create new Message Dictionary messages, translate them
Informational Text
44 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Do Quick Usability Tests of Personalizations
• Test original page layout and multiple personalization
possibilities
– Set up different personalizations against several different dummy
functions or responsibilities
– Let users try out the options online
• OR
– Take screenshots of pages with different personalizations
– Show screenshots as paper prototypes to users
Usability Best Practice
45 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Personalization and Extension Best Practice
• Screens for occasional use by a given user
– Needs more explanatory text
– Leads user from one part of task to the next
– Generally more white space
• Screens for heavy, repeated use by a given user
– Needs less explanatory text
– Fit more fields and rows into available space to cut down on
page-to-page navigation, improve user throughput
Tailor UI to Type of User
46 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Extend Oracle E-Business Suite for Maximum Usability
<Insert Here>
47 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Extensibility
• Extension refers to building new components and
integrating with Oracle E-Business Suite
• 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
48 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Extension Technologies
• BC4J Substitution to extend business logic only
(preferred)
• Build new pages, applications:
– OA Framework (preferred)
– Oracle Forms
– Application Express (APEX) for PL/SQL-based extensions
– Oracle ADF
49 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Best Practice: Choose 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
OAF
50 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Best Practice: Choose 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
APEX
51 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Best Practice: Choose the Right Technology
• Use ADF if your application needs to
– Use the same standards-based Java development platform as
Oracle Fusion Applications
– Have rich user interface capabilities that are specific to ADF
– Support mobile devices via ADF Mobile
New Applications
ADF
52 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Levels of Integration Between EBS and ADF
Integration uses Oracle E-Business Suite SDK for Java
and 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 (coming soon)
– Register ADF pages and add to EBS menus
– Optionally embed ADF pages on OA Framework pages
53 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Navigation between OAF and ADF pages
ADF Faces
Page
OA Framework
Page
54 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
ADF Content in OAF Page Pop-Ups
Best Practice:
• Use pop-ups to show
drilldown detail for a
"quick look"
• Use ADF when there is
no corresponding OA
Framework component
available Embedded ADF
Content (Pop-up)
55 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Embedding ADF content in an OAF page
Embedded ADF
Content
Best Practice:
• Use ADF when there
is no corresponding
OA Framework
component available
56 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Usability Best Practice for Extensions
• Use the same technology for the extension as is in the
rest of the business flow
– Avoid switching user interface styles in the middle of a process.
– Many EBS UI standards are built into OA Framework and Oracle
Forms technology and development process.
• Keep page styles as consistent as possible
– Follow development and UI standards for the particular
technology.
57 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Conclusion
<Insert Here>
58 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Key Takeaways
1. Upgrade to Release 12.1.3 to improve usability and user
productivity through enhanced rich user interactions.
2. Personalize applications and follow best practices to make
shipped applications suit your users' needs.
3. Extend applications and make use of better integration with
Fusion Middleware technologies like ADF to bring the latest
technologies to your enterprise.
Enhance Usability of Oracle E-Business Suite
59 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Standards and References
• Usable Apps Blog
– http://blogs.oracle.com/usableapps
• Form Personalizations
– My Oracle Support Notes 279034.1 (Release 11i) and 395117.1
(Release 12)
• Oracle Application Framework Personalization Guide
– http://www.oracle.com/technetwork/documentation/applications-
167706.html
Do Extensions and Customizations Right
60 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Standards and References
• Oracle E-Business Suite Developer's Guide
– New applications, customization standards, building Oracle
Forms-based screens
• Oracle Application Framework Developer's Guide
– OA Framework-based screens
• BLAF UI Standards
– Content standards still apply for Release 12 OA Framework-
based pages
– http://download.oracle.com/tech/blaf/specs/index.html
Do Extensions and Customizations Right
61 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
More information
• OA Framework 12.1.2/12.1.3 Release Notes
• MOS notes 951242.1 and 1087332.1
• Steven Chan’s Blog
• http://blogs.oracle.com/stevenChan/
• ATG Webcasts and Training • http://blogs.oracle.com/stevenChan/entry/e_business_suite_technology_learning
• Fusion Middleware for E-Business Suite
• http://www.oracle.com/technology/tech/fmw4apps/ebs/index.html
62 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
More Usability Resources
• Usability best practices across all product lines
• UX Direct Program Contact:
UX Direct Program: Usability Best Practices
63 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA
Q&A
64 Copyright © 2011, Oracle and/or its affiliates. All rights reserved. Confidential: Subject to Terms of CPCA/PPCA