Personalizaciones Oaf Para Eam Mfg Eam Advisor Webcast 2014 0821

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Upcoming: Advisor Webcast: Extend EBS eAM Using OAF Personalization

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Upcoming: Advisor Webcast: Extend EBS eAM Using OAF Personalization

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Today’s Recorded PowerPoint presentation along with the audio can be found on the Enterprise Asset Management (EAM) Advisor Webcast Calendar And Archive, My Oracle Support Doc ID 1167439.1, approximately 2 hours after the presentation.

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Please remember this Advisor Webcast is intended for information purposes only. Any features or functionality described for Oracle’s products remains at the sole discretion of Oracle. Now, let’s get stated with our presentation. Dharmender, if you’re ready, I’ll turn the webcast over to you and you can begin.


Oracle Advisor Webcast Extend EBS eAM Using OAF Personalization Dharmender Gupta eAM Senior Development Manager August 21, 2014

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Presenter

Presentation Notes

Hello to everyone and thank you for joining us today. My name is Bonnie Barstad and I’d like to welcome you to today’s Oracle Enterprise Asset Management Advisor Webcast, titled Extend EBS eAM Using OAF Personalization Our speaker today is: Dharmender Gupta, eAM Senior Development Manager for Oracle Corporation. We expect today’s webcast to last approximately 60 minutes, including a brief Q&A session. Today’s Recorded PowerPoint presentation along with the audio can be found on the Enterprise Asset Management (EAM) Advisor Webcast Calendar And Archive, My Oracle Support Doc ID 1167439.1, a couple hours after this presentation. Questions may be submitted to me throughout the presentation via the Chat icon found on the tool bar at the top of this WebEx session. Your questions will be collected and read aloud during the Q&A at the end of this presentation.


Objectives

• Understand OAF Personalization

• Learn how to do OAF Personalization

• Understand benefits of Personalization

• Understand why to do Extension

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Agenda 1

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What is Personalization?

Administrator Vs User Level Personalizations

Setup

eAM Use Cases Demonstration

Business Benefits of Personalizations

Extension

Resources

Q & A

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• Personalization is the process of making changes to the look and behavior of the User Interface(UI) from within an E-Business Suite form/page without any code changes from Oracle. – OAF Personalization (HTML) – Applicable from 11.5.10 + – Forms Personalization – Applicable from 11.5.10+

Definition

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What is 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

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• Personalizations are Non-invasive. • Only minimum technical expertise is required. • They can be turned off if problems occur. • Personalization upgrades automatically if screen and objects exist in the

target version.

Overview

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• Personalizations survive upgrades and patches. • Administrator-level personalizations are available on any component. • User-level personalizations are available on queries. • Administrators can easily disable personalizations for debugging. • Personalizations can be translated. • Personalizations can be implemented on a test system and they allow for

immediate feedback. • Personalizations are implementted once and then move to different

instances.

Features

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• Administrator Personalization – Site – Organization – Responsibility

• End User Personalization – User Views

• Personalization at each layer is stored in its own XML document

Levels

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Responsibility Layer

Organization Layer

Site Layer

Base page Layer

User Views


• 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

User Level Personalizations

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• Making a ‘Non Mandatory’ attribute ‘Mandatory’

• Change an attribute to be ‘Read Only’

• Hide or Show an attribute

• Provide a default value

• Control the number of rows displayed in a table

• Link from one page to another page

Administrator Level Personalizations

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• Add new items: fields, buttons, links, pick lists, images , regions etc. • Tailor text for labels, prompts, tip messages • Restrict Query Results • Add search fields • Submit Concurrent Requests • Enable/Add DFF to a page • Seed end-user views

Administrator Level Personalizations

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• Personalize Self-Service Defn – Yes to enable personalization links on all the pages

• FND: Personalization Region Link Enabled – Yes to display all regional links

• Disable Self-Service Personal – Yes to turn off all personalizations

• FND: Personalization Document Root Path – Used for importing/exporting personalizations

Profile Options

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Set Up


• FND: Diagnostics – Yes to render the "About this page" link at the bottom of each OAF-based page

• FND:OA:Enable Defaults – Allows defaulting through personalizations to take place

Profile Options

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Set Up


Profile Options

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Set Up

Personalize Self-Service Defn = Yes

FND: Personalization Region Link Enabled = Yes

FND: Diagnostics = Yes


Demonstration

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About this Page

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About this Page

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About this Page

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View Object

View Object Attribute


About this Page

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Finding Object to Personalize

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Search

Complete View

Expand All

Focus

Use <Ctrl>F


Case #1: Create Work Orders in ‘Released’ status, instead of ‘Draft’ status

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Create Work Orders in ‘Released’ Status

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Initial Value

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• You can set a default value for an item for the following item styles: – MessageLOVInput – MessageCheckBox – MessageChoice – MessageRadioButton – MessageRadioGroup – MessageTextInput (Varchar,Date,Number)


Initial Value

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• User sees the topmost default value.

Controller-set Default

Personalization-set Default

Page-set Default

Model-set Default


Case #2: User wants to see the field ‘Warranty Expiration Date’ of the

asset in the main region of Work Order. Currently, it is located in ‘Additional Details’ region and hence, it takes an extra click to see the ‘Warranty Expiration Date’

Steps : 1. Create new field ‘Warranty Expiration Date’ in the main region

of the Work Order 2. Hide existing field ‘Warranty Expiration Date’ in the Additional

Details main region of the Work Order

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Show ‘Warranty Expiration Date’ in the Main Region of Work Order

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Note down VO and Attribute name

using ‘About this page’



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Personalization Page



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Create New Item



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Additional Details Region

Item to hide



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Case #3: Users with ‘EAM User’ responsibility should be able to create

Work Orders in ‘Draft’ status only while ‘Maintenance Super User’ should be able to create Work Orders in any status.

Let us implement this requirement by setting the properties dynamically,

using SPEL (Simplest Possible Expression Language)

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• In personalizations, there are two ways to change properties like Rendered or Read Only or Required. – Hardcode a value of True/False during personalization – Use SPEL syntax for these properties via personalization

• SPEL – SPEL stands for “Simplest Possible Expression Language”. – SPEL will get the value dynamically at runtime. – SPEL is an expression that always returns the Boolean Value (True / False). – The syntax of SPEL is ${oa.FunctionSecurity.<Function_Name>}

What is SPEL

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Restrict a certain responsibility to create WOs in Draft status only

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Steps: 1. Create a dummy Function. 2. Create a Permission Set that includes the above function. 3. Create Grant for that permission set for selected responsibilities. 4. Personalize at site level, using SPEL expression that contains reference to the Function that was included in Permission set.



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Maintenance Super User EAM User



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Responsibility: Functional Administrator

Create dummy Function



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Responsibility: Application Developer

Permission Set for dummy function



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Grant to Maint. Super User




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Attach Permission Set to Grant



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Clear Cache



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Personalize ‘Status’ using

SPEL



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Responsibility: Maintenance Super User

Editable Status



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Responsibility: EAM User

Read-only ‘Draft’ status


Case #4: When searching for Work Requests, users with ‘Maintenance

Super User’ responsibility should be able to see the priority of work requests in the result summary.

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Show Priority of the Work Requests in the Search Summary Result

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Add Priority here



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View Object



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• Speed up data entry – Set default values – Hide fields, tabs – Change order of fields

• Enforce business rules – Change prompts and labels – Make fields mandatory

• Improve security and audit controls – Restrict insert or update – Hide fields, tabs

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Business Benefits


• Reduce Development Costs – Reduces need of customization – Easy to Personalize

• Reduce Upgrade Costs – Survives patching

• Reduce Audit Costs – Add validation – Reduce errors

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Business Benefits


Extension refers to building new components and integrating with Oracle E-Business Suite. • Extend when:

– EBS application does not meet your business need – Requirements can not be satisfied using Personalization – UI of the current EBS application needs to be customized according to business

needs – There is a need to extend the business logic

Overview

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Extension


Use case: Add a new field on the UI, which is not there in seeded VO Steps: 1. Identify the View Object that needs to be extended 2. Create new View Object by including the new attribute 3. Create substitution in jDeveloper, so that new/extended view replaces standard VO 4. Deploy the changes to application tier 5. Use personalization to add new field on the UI 6. This new field will be mapped to the new View Object attribute 7. Run the page from eBusiness Suite

Overview

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Extension


• Oracle® Application Framework Personalization Guide, Release 12.2 & 12.1

• White Paper on ‘Using Personalization in Oracle EAM’ • R12.x Extend Oracle Applications: Customizing OA Framework

Applications (Course in Oracle University) • OA Personalization Framework and OA Extensibility Framework Version

5.6 [Doc ID 210191.1] • How to Remove an OA Framework Personalization (Doc ID 304670.1)

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Resources


What is Personalization How to do OAF Personalization Business Benefits of Personalization What is the need to do Extension

What we covered today Summary

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Q & A

• To ask a question on the phone line, select *1 on your phone.

• To ask a question online, use the Q&A area at the top.

• Your question will be read aloud in the order received.

• Question can also be asked on the My Oracle Support Communities

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Presentation Notes

We hope everyone found the presentation valuable. We’ll open our Q&A in just a moment, so please use the WebEx Chat feature for *1 on your telephone keypad, at this time, to let us know you have a question. While we are collecting questions, let me share some information.


Top Articles and Community Links EAM Information Center [ID 1411394.2].

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Continue the Discussion on the Enterprise Asset Management My Oracle Support Community.

What advisor webcast topics do YOU want to see presented?

Webcast Survey After Today’s Session.

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Q & A

• To ask a question on the phone line, select *1 on your phone.

• To ask a question online, use the Q&A area at the top.

• Your question will be read aloud in the order received.

• Question can also be asked on the My Oracle Support Communities

77

Presenter

Presentation Notes

Lets see our first question. Q1. How to migrate OAF personalization from one instance to the other?�Q2. Can I temporarily turn off the personalization?�Q3. Can I show DFF on OAF screen using personalization?


THANK YOU

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Personalizaciones Oaf Para Eam Mfg Eam Advisor Webcast 2014 0821

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