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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.
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Desktop Integration in Oracle E-Business Suite Release 12.1: Beyond ADISenthilkumar Ramalingam, Gustavo JimenezApplications Technology Group
3 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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4 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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Latin America 2011December 6–8, 2011
Tokyo 2012April 4–6, 2012
5 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
Insert Information Protection Policy Classification from Slide 85 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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The following is intended to outline our general productdirection. It is intended for information purposes only, andmay not be incorporated into any contract. It is not acommitment to deliver any material, code, or functionality,and should not be relied upon in making purchasingdecisions. The development, release, and timing of anyfeatures or functionality described for Oracle’s productsremains at the sole discretion of Oracle.
6 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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Program Agenda
• Overview of Web ADI• Overview of Report Manager• Client ADI, Web ADI and Report Manager• Desktop Integration Framework• Web ADI and Report Manager in Release 12• Demo
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Overview of Web ADI
• 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 zero - client install• Metadata driven with middle tier processing• Secure communication and single sign on complaint• Customizable to user requirements
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Overview of Web ADIArchitecture
Oracle Web ADI from Oracle E‐Business Suite
Integrator Parameters & Create Document
Formatted Excel SpreadsheetEnd user
Upload Data
Data Entry / Update ‐ LOVs Upload Parameters
End user
Download Data
Oracle E‐Business Suite
Web ADIOracle applications
ATG Financials HRMS
Healthcare ProjectsPLMSCM
CRM
9 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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Program Agenda
• Overview of Web ADI• Overview of Report Manager• Client ADI, Web ADI and Report Manager• Desktop Integration Framework• Web ADI and Report Manager in Release 12• Demo
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Overview of Report Manager
• Report Manager is built on Web ADI to provide canned desktop integrations for Financial Reports
• Enables e-reporting with self-service financial reports
• Support for multiple formats(Excel, PDF, HTML)• Supports MS-Word and MS-Excel based templates
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Overview of Report Manager
• Provides central secured report repository• Allows customization of report output look and feel• Enables distribution based on expansion values and
timeframes• Facilitates data comparison and trend detection
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Overview of Report ManagerArchitecture
Row Set
Column Set
Content Set
GLComponents
Reports
html
Report Manager
Tran
sfor
m
View
erAnalysis Wizard
Applications Database
13 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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Program Agenda
• Overview of Web ADI• Overview of Report Manager• Client ADI, Web ADI and Report Manager• Desktop Integration Framework• Web ADI and Report Manager in Release 12• Demo
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Client ADIUpgrading from Client ADI• MS Visual Basic based application following client-server
architecture• Widely used in 11.5.10 but obsolete in Release 12• Obsolescence as part of the move to a cleaner, 3-tier,
standards-compliant desktop integration architecture• Client ADI is not replaced by Web ADI
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Comparing Web ADI with Client ADI
Feature Client ADI Web ADI
Specification Solution Framework
Number of Desktop Integrations
Only 4 More than 200 (R12)
Architecture Client-Server Three-tier
Client Installation VB application install on every user desktop
Zero client install
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Comparing Web ADI with Client ADI
Feature Client ADI Web ADI
Spreadsheet layout Limited themes Customizable layouts and style sheets
Security User security verified in database
SSO compliant, supports document and function security
Releases Only 11i Both 11i and R12
Desktop Applications Excel Excel, Word & Project
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Comparing Web ADI with Client ADI
Web ADI FrameworkRep
ort M
anag
er
Analysis Wizard
Seeded Integrators
Gen
eral
Led
ger
Journal Wizard
Budget WizardA
sset
Asset Wizard
Physical Inventory
Other Product Integrators …
Report Wizard
Excel Output
Template Editor
Core C
omponents (W
eb AD
I)
Security
Layout Definition
Personalization
List of Values
Automation
Upload
Validation
Concurrent ProgramsFeedback
Download
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Comparing Report Manager with Client ADIFeature Client ADI Report Manager
Database Shared Exclusive
Schema FND FRM
Architecture Client-Server Three tier
Client Installation VB application install on every desktop
Zero client install
Template Themes Generic and Custom
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Comparing Report Manager with Client ADIFeature Client ADI Report Manager
Security User to Value User to Value, Flex field,custom and Folder Level security
Output HTML HTML, PDF and Excel
Report Bursting External Drive Drives and Mail
Scheduling Simple Advanced
Report/Request Set Publishing Submission/Publishing
20 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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Upgrading from Client ADI• Customers on 11.5.10 can optionally move from
Client ADI to Report Manager• Customers upgrading from 11.5.10 to R12 must
move to Report Manager• Report Manager rollups on top of Release 12.0 and
12.1 have re-introduced perceived Client ADI parity functionality
• Hundreds of customers live and successful with Report Manager in both 11.5.10 and 12.0
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Upgrading from Client ADI• Migration of Client ADI report to Repository
– Transfer of Client ADI reports.– Transfer of User to Value metadata.
• Custom Templates– Define Excel templates through Financial Report Template
Editor– Define RTF templates using XML Publisher
• Submission and Publishing– New reports submitted through Report Manger functions and
custom templates.
22 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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Program Agenda
• Overview of Web ADI• Overview of Report Manager• Client ADI, Web ADI and Report Manager• Desktop Integration Framework• Web ADI and Report Manager in Release 12• Demo
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Desktop Integration FrameworkOverview• Framework to create custom integrators• Graphical UI to define metadata of an integrator• Customize integrators based on customer requirements• Provide insight of seeded integrators• Modularized train flow to retrieve metadata of each
component of an integrator• Preview and debug integrator document while creation
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Desktop Integration FrameworkArchitecture
Desktop Integration Framework
CRM
Financials
HRMS
…
SCMDesign Time
Interface Content Uploader ImporterATG
Metadata Repository
Integrator Services
Oracle Web ADI
Component Parameter
Integrator
Run Time
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Desktop Integration FrameworkManage Integrators
One-point access to Oracle seeded & custom integrators
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Desktop Integration FrameworkIntegrator
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Desktop Integration FrameworkInterfaces
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Desktop Integration FrameworkContents
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Desktop Integration FrameworkUploader
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Desktop Integration FrameworkImporter
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Desktop Integration FrameworkComponents
Define UI components used for validation in Excel
Configure UI component properties
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Program Agenda
• Overview of Web ADI• Overview of Report Manager• Client ADI, Web ADI and Report Manager• Desktop Integration Framework• Web ADI and Report Manager in Release 12• Demo
33 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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Web Application Desktop IntegrationRelease 12 and Beyond
• Layout definition enhancements
• Formulae
• Customizable style sheets
• Filters
• Multiple worksheet support
• Graphs
• Security
• Netscape and Firefox support
• Improved usability
Release 12.0
• Desktop Integration Framework
• Digital Signature support• Corporate branding on
stylesheets
• Enhanced Flexfield support
• Configurable upload
• Enhanced diagnostics
• Open Office support
Release 12.1 (up to 12.1.3) Release Post-12.1.3 (Roadmap)
34 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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Web ADI in Release Post – 12.1.3Roadmap• Support for corporate branding
– Corporate logo support on downloaded spreadsheet– Page branding on all Web ADI pages
• Configurable upload– Menu based ability to switch responsibility– User based commit/rollback of uploaded data
• Enhanced Diagnostics– Diagnostic page to verify desktop integrator setup
35 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.
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Report ManagerRelease 12 and Beyond
• Multi-sheet support
• Additional formatting options
• Complex content set
• Improved performance
Release 12.0
• Folder level security
• Advanced scheduling
• Page setup support
• Report Home
• Report Bursting
• Report Set/ Request Set Submission
• Security enhancements
• Enhanced Diagnostics
• Firefox support
• Open Office support
Release 12.1 (up to 12.1.3) Release Post-12.1.3 (Roadmap)
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Report ManagerFolder – level Security
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Report ManagerAdvanced Scheduling
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Report Manager in Release Post - 12.1.3Home Page
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Report Manager in Release Post – 12.1.3Home Page• Configurable Page• View Pending and Completed Publishing requests• Add to Hot List • Navigate to Report Manager functions• View scheduled reports• View reports marked for archive/deletion
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Report Manager in Release Post – 12.1.3Report Set Submission• Submit report set from Report Manager• Save Submission/Publishing parameters on a user level
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Report Manager in Release Post – 12.1.3Roadmap• Report Bursting
– Publish reports to external / network drive– Deliver PDF/HTML report through mail
• Security enhancements– Filter on file uploads– Restriction on menu creation– User to Value mapping for a range of values
• Enhanced diagnostics– Diagnostic page to verify Report Manager setup
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Web ADI and Report Manager continue to evolve …• Migrate from Client ADI to Web ADI/Report Manager • Upgrade to R12.1 RUP3 release• Develop customized Desktop Integration solutions
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Q&A
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Oracle Products Available Online
Oracle Store
Buy Oracle license and support online today atoracle.com/store
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