Seven Tech Wonders for EBS World
description
Transcript of Seven Tech Wonders for EBS World
Seven Tech Wonders of the Oracle e-Business Suite World
Leon BarkleyRoman Havrylyak
About company
• Industry leader in pet training, containment, safety and lifestyle product solutions
• Introduced the first do-it-yourself electronic fence to the pet market in 1991 and the first wireless fence in 1998
• Global company headquartered in Knoxville, TN with total of 12 locations in United States, Canada, Europe, Australia, and China
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Containment ProductsTraining ProductsCollars and LeashesDoorsFountainsFeedersWaste ManagementToysTreatsFashion Products
Containment ProductsPet ProofingDoors
Containment ProductsTraining ProductsTracking ProductsNutrition
Mission: To build the most trusted pet brands
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Agenda
1. Alerts on Steroids (AOS)
2. Universal Export to Excel (UEE)
3. Self-service reporting (SSR)
• Oracle Applications Framework (OAF)
• Application Express (APEX)
4. Data Templates for XML Publisher (DT)
5. Asynchronous Triggers (AT)
6. Spread Tables (ST)
7. For The Win (FTW)
• Promised “crown jewel” followed by “beer” session
• We will be moving fast, so hang on until we get here!
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 4
Alerts on Steroids
• Protect
– Transactions and business process data integrity
• Teach
– Business users to know and own their data
• Love
– Continuous drive to create more alerts to have better insights into process exceptions
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 5
Alerts SWOT
• Strength– Extremely fast development (day)– Easy bursting
• Weakness– Access control (all or none)– “text/plain” content-type– 64Kb cutoff for emails
• Opportunities– Include in Concurrent request sets– Allow stand-alone SRS– Support “text/html” content-type
• Threats– TMI, “white noise”– Performance impact
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 6
Steroids for Alerts
1. Enable SRS
2. Support HTML tags
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 7
Universal Export to Excel
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 8
• Protect
– Liberty and Justice for all business users to use convenient and common software (Excel)
• Teach
– Self-service and data empowerment
• Love
– Pivot reports built by end-users
– Grassroots grown subject matter experts (SME)
Universal Export to Excel - Example
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 9
• Interface
• Data sources – over 500+ across 4 operating units and 3 distinct functional areas (GL, HR, and others)
• Library to use from PL/SQL program after seeded API call populates temp tables (MRP, ASCP, DEM, etc.)
Universal Export to Excel - SWOT
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 10
• Strength– Extremely fast development (hours)– Immediate adoption by business users– Run export on schedule with email delivery
• Weakness– No native refresh from Excel – No support for email bursting
• Opportunities– Support HTML templates (like in Alert)– Web portal to access data grids and “slice&dice”
• Threats– PowerPivot within SharePoint portal– Cloud based reporting solutions
Self-Service Reporting – OAF
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 11
• Protect
– Investment in Alerts, UEE, and OAF skillset
• Teach
– Appreciation
• without pain there is no appreciation of gain
• Love
– 1Click export to Excel
– Natural description of data
Self-Service Reporting – OAF examples
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 12
• Responsibility
• Interface
• Output
Self-Service Reporting – Excel examples
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 13
Interactive Excel dashboard with data from OeBS – BUILT by Business User (“TinkerBell”)
Self-Service Web Reporting – SWOT
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 14
• Strength– Extremely fast development (minutes)– Immediate adoption by business users– 1-Click Export to Excel– Embeddable into Workflow notifications
• Weakness– No click-through (drill-through) for data cells – No support for visualizations– No export to Word, PDF, Printer WISIWIG
• Opportunities– Built “Paper Presentation Architecture” (PPA)– Decommission Oracle Reports
• Threats– PowerPivot within SharePoint portal– Cloud based reporting solutions
Self-Service Web Reporting – APEX
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 15
• SmartDog Services APEX reporting framework– Interactive reports
• Export / Import to Excel• Filtering / Dynamic Search• Sorting• Highlighting• Charting• Aggregation• Grouping• Control Breaks• Emailing• Ability to save versions of the report
– Wizard Driven Report Development– OeBS authentication– Native support of responsibility menu– Inherit data access security from accessed-via responsibility– Leverage RESTful webservices, like Google Maps / Charts or integrate with 3rd
Party Applications like SalesForce
SmartDog APEX examples
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 16
APEX is a robust and powerful tool that is included in the Enterprise version of
Oracle Database. Using APEX, SmartDog Services has packaged
analytical tools for EBS customers to implement and support end-user reporting for your
business.
What It Does• Fully Secure, Browser-based Access• Slick, Easy-to-Use Interface• Utilizes Existing EBS Responsibilities• Can be viewed on PC, Tablet, and Smart Phone• Enables Access to all EBS Transaction
Information• Allows for End-User ad-hoc Manipulation• Enables you to Quickly Build New Reports• No License Fees Required
How SmartDog Can HelpSmartDog Services provides a turnkey solution to get you up and running with APEX in less than two weeks.
• Installation• Configuration• Seeded reports included• Training • Ongoing Incident-based Support
Data Templates
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 17
• Protect
– Investment in UEE data sources by accessing them via Data Templates for XML Publisher
• Teach
– Business users to build their own presentation layer (RTF/layout templates)
• Love
– Email bursting
– Space from uninstalled Oracle Reports
Data Templates - Basics
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 18
From a very simple test…
…to as complex asyou need it to be!
Data Templates – Basic Setup
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 19
• Just write your SQL query, and wrap it in XML
• Register your Concurrent Request, using XDODTEXE (instead of an RDF!) as its Executable
• Create a new XMLP Data Definition for the Request using normal steps, except…
• Attach your XML file as a Data Template before you leave the page
• Create your XMLP Template like you always have
• Optional Step: Uninstall Reports Builder!
Data Templates – Still saving your Alert Outputs? Great!
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 20
• Register just one more XMLP Report
• Derive your Check ID for the Alert that you are interested in
• Pass it into this query as a parameter
• Use an XMLP Template to easily generate Workflow-quality emails without all the hassle
Data Templates - SWOT
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 21
• Strength– Native support from Oracle– Output in various formats (Excel, Word, PDF, HTML)– Native support of languages
• Weakness– Longer than “minutes” development– No support for custom PL/SQL packages in report
• Opportunities– Full transition from Data Sources to Data Templates– Reporting ecosystem: Alert, UEE, Data Publisher, Workflow integration
• Threats– Retention of ERP team members– NoSQL
Asynchronous Triggers
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 22
• Protect
– Integrate event based Oracle Alerts with Workflow processes
• Teach
– Model complex and sequential steps of business process via Oracle workflow
• Love
– text/html content type in email notification
– “Approve/Reject” action via email reply
Asynchronous Triggers - Examples
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 23
• Asynchronous behavior
– Event is processed separately from completion of trigger
• Oracle standard PL/SQL packages DBMS_PIPE, DBMS_JOB, DBMS_CHANGE_NOTIFICATION
• Oracle e-Business Suite
– Concurrent requests via FND_REQUEST
• set_mode TRUE
– Workflows via WF_ENGINE
• set threshold negative to enforce background
Asynchronous Triggers - SWOT
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 24
• Strength– Native support from Oracle– Leverage Alert, Concurrent processing, and Workflow
capabilities
• Weakness– No real-time processing– Complexity
• Opportunities– Audit at transactional level– Pivot into GRC (governance, risk, and compliance) domain
• Threats– Monitor from agent at JVM level
Spread Tables
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 25
• Protect
– Leverage read-only Oracle Forms to create quick grid based dashboard
• Teach
– Rapid prototype before engaging forms developer
– Test driven development
• Love
– Speed & Agility
– Fail fast, fail forward
Spread Tables - Steps
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 26
• Define grid in Oracle CRM• CRM Administration > Spreadtable
• Open the JTFSTAND.fmb and move object "JTF_GRID“ into target form• Add trigger to initialize GRID
• jtf_grid.init(‘<form name>.GRID', ‘<grid name>');• jtf_grid.populate('<form name>.GRID');
• Compile form, create function, add to menu
Spread Tables - Examples
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 27
Spread Tables - SWOT
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 28
• Strength– Native support from Oracle– Rapid form prototyping
• Weakness– Read-only– Offshore development model (Ukraine)
• Opportunities– Form based GUI to any custom SQL view– Pivot into actionable API calls via CUSTOM.PLL
• Threats– APEX forms
Recap of Abstract
Support of Oracle e-Business Suite environment can be very challenging, but with help of 7 simple do-it-yourself "Tech Wonders" this job can be even enjoyable!
• Principles of Lean manufacturing applied to Support of e-Business Suite.
• Save 2x-3x the industry average cost on supporting your ERP environment by building highly re-usable architecture and pushing self-service.
• Reduce rapid prototyping of reports to 3-4 hours in average compare to 30-40 hours.
• Empower Business Users to self-service their alerting requirements on Business Exceptions.
• Embed ApEx into Oracle e-Business Suite environment.
• Bring together into single oracle form data sources from multiple SpreadTables.
• Deliver HTML formatted emails from Oracle Alerts.
• Have workflows started automatically from triggered events.
• Export Data to Excel by End User from any SQL view.
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 29
Hidden Gems
• BEM – Business Exception Management
• Transition of principles from IT Infrastructure Library to Business
• Service Catalog (“happy path”, or SOP)
• Incident Management (“firefighting”)
• Problem Management (“fire prevention”)
• Principles of Lean manufacturing applied to Support of e-Business Suite
• Bubba Gump
• Unexpected ASAP projects
• Air freight
• Ideation Management System (IMS)
• New products, product variations, business process improvements, outreach
• Developed by SWAT approach from OPUS
• Fabio (5B) = BARK, BEM, BAM, BPM, and BAMBI
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 30
FTW = BAMBI
So, what do we mean by BAMBI?
1. Is it a Disney Deer?
Too easy! Try again.
2. Is it a Born Again Middle-age BIker?
No, but you are on the right track with the acronym…
3. Is it Bay Area Macroinvertebrate Bioassessment Information?
No, but you can apparently find out more about that in Sunnyvale!
3. It is our Business Activity Monitor with Built-in Intelligence
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 31
BAMBI
Business Activity Monitor with Built-in Intelligence
• Think Twitter logic
• Alligator is more lengthy than green! Why? Because he is same length on top and bottom, but green only on top.
• Hashtag support via:
• Implicit (prepopulated by rules)
• Customer class, account name, item SKU, item categories, cross-references, etc.
• Explicit (short text attachment)
• Ability to subscribe to any hashtag
• And receive daily/weekly/monthly emails with data facts
• Leverage templates, schedules, workflow mailer from Oracle Alerts
• Clickable hashtag cloud with drill down to data facts
AOS >>> UEE >>> SSR >>> DT >>> AT >>> ST >>> FTW 32
Q&A (“ПиВо” - Beer in Ukrainian)
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