1 Copyright © 2011, Oracle and/or its affiliates. All ...Comparing Web ADI with Client ADI Report Manager Web ADI Framework Analysis Wizard Seeded Integrators General Ledger Journal

1 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





Latin America 2011December 6–8, 2011

Tokyo 2012April 4–6, 2012


Insert Information Protection Policy Classification from Slide 85 Copyright © 2011, Oracle and/or its affiliates. All rights reserved.


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.



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



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



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



Program Agenda




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



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



Overview of Report ManagerArchitecture

Row Set

Column Set

Content Set

GLComponents

Reports

html

Report Manager

Tran

sfor

m

View

erAnalysis Wizard

Applications Database



Program Agenda




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



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




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




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



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



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



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



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.



Program Agenda




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



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



Desktop Integration FrameworkManage Integrators

One-point access to Oracle seeded & custom integrators



Desktop Integration FrameworkIntegrator



Desktop Integration FrameworkInterfaces



Desktop Integration FrameworkContents



Desktop Integration FrameworkUploader



Desktop Integration FrameworkImporter



Desktop Integration FrameworkComponents

Define UI components used for validation in Excel

Configure UI component properties



Program Agenda




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)



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



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)



Report ManagerFolder – level Security



Report ManagerAdvanced Scheduling



Report Manager in Release Post - 12.1.3Home Page



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



Report Manager in Release Post – 12.1.3Report Set Submission• Submit report set from Report Manager• Save Submission/Publishing parameters on a user level



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



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



Q&A



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1 Copyright © 2011, Oracle and/or its affiliates. All ...Comparing Web ADI with Client ADI Report Manager Web ADI Framework Analysis Wizard Seeded Integrators General Ledger Journal