Personalizaciones Oaf para Eam MFG Eam Advisor Webcast 2014 0821

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Oracle Advisor Webcast

Extend EBS eAM Using OAF Personalization
Dharmender Gupta
eAM Senior Development Manager
August 21, 2014
Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 5
Objectives
Understand OAF Personalization
Learn how to do OAF Personalization
Understand benefits of Personalization
Understand why to do Extension
Agenda
1
What is Personalization?
Administrator Vs User Level Personalizations
Setup
eAM Use Cases Demonstration
Business Benefits of Personalizations
Extension
Resources
Q&A
What is Personalization
Definition
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+
Overview
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
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.
10
Features
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.
11
Levels
Administrator Personalization
Site
Organization
Responsibility
End User Personalization

User Views
User Views
Responsibility Layer
Organization Layer
Site Layer
Base page Layer
Personalization at each layer is stored in its own XML document
12
User Level Personalizations
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
13
Administrator Level Personalizations
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
14
Administrator Level Personalizations
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
15
Set Up
Profile Options
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
16
Set Up
Profile Options
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
17
Set Up
Profile Options
FND: Personalization
Region Link Enabled = Yes
Personalize SelfService Defn = Yes
FND: Diagnostics = Yes
18
Demonstration
19

About this Page
20

About this Page
21

About this Page
View Object
Attribute
View Object
22

About this Page
23

Finding Object to Personalize
Search
Use <Ctrl>F
Complete
View
Expand
All
Focus
24

Case #1: Create Work Orders in Released status, instead of
Draft status
25

Create Work Orders in Released Status
26

27

28

29

30

Initial Value
You can set a default value for an item for the following item styles:
MessageLOVInput
MessageCheckBox
MessageChoice
MessageRadioButton
MessageRadioGroup
MessageTextInput (Varchar,Date,Number)
31

Initial Value
User sees the topmost default value.

Controller-set Default
Personalization-set Default
Page-set Default
Model-set Default
32

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
33
Show Warranty Expiration Date in the Main Region of Work Order
34
Note down VO and

Attribute name
using About this
page
35
Personalization Page
36
Create New Item
37
38
Additional
Details
Region
Item to hide
39
40
41

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)
42
What is SPEL
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>}
43
Restrict a certain responsibility to create WOs in Draft status only
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.
44

Maintenance Super User
EAM User
45

Responsibility: Functional Administrator
Create dummy Function
46
47

Responsibility: Application Developer
Permission Set for

dummy function
48

Grant to Maint.
Super User
49
Attach Permission
Set to Grant
50
51

Clear Cache
52
Personalize
Status using
SPEL
53

Responsibility: Maintenance Super User
Editable
Status
54

Responsibility: EAM User
Read-only
Draft status
55

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.
56
Show Priority of the Work Requests in the Search Summary Result
Add Priority
here
57

View Object
58
59
60
61
62
63
64
65
66
67
Business Benefits
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
68
Business Benefits
Reduce Development Costs
Reduces need of customization
Easy to Personalize
Reduce Upgrade Costs

Survives patching
Reduce Audit Costs

Add validation Reduce errors
69
Extension
Overview
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
70
Extension
Overview
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
71
Resources
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)
72
Summary
What we covered today

How to do OAF Personalization
Business Benefits of Personalization
What is the need to do Extension
73
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75
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Question can also be asked on the
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ATTENTION AUDIO Options

Option 1: Voice Streaming Audio Broadcast

Option 2: Teleconference (Dial In)

No need to dial in on a telephone

Requires telephone to dial in

Upcoming: Advisor Webcast: Extend EBS eAM Using OAF Personalization

Upcoming Advisor Webcast Schedule

Check out Note ID : 740966.1

Upcoming: Advisor Webcast: Extend EBS eAM Using OAF Personalization

Safe Harbor Statement

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Oracle Advisor Webcast

Copyright 2014 Oracle and/or its affiliates. All rights reserved. | 5

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Administrator Vs User Level Personalizations

eAM Use Cases Demonstration

Business Benefits of Personalizations

Personalization is the process of making changes to the look and behavior

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Personalizations modify the user interface

Personalizations are layered on top of the base

Personalizations are Non-invasive.

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Personalizations survive upgrades and patches.

End User Personalization

Personalization at each layer is stored in its own XML document

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Create and save a search

Administrator Level Personalizations

Making a Non Mandatory attribute Mandatory

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Administrator Level Personalizations

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

FND: Personalization Region Link Enabled

Disable Self-Service Personal

FND: Personalization Document Root Path

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Personalize SelfService Defn = Yes

FND: Diagnostics = Yes

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

eAM Use Cases Demonstration

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

eAM Use Cases Demonstration

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

eAM Use Cases Demonstration

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

eAM Use Cases Demonstration

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

eAM Use Cases Demonstration

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

eAM Use Cases Demonstration

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

eAM Use Cases Demonstration

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

eAM Use Cases Demonstration

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

eAM Use Cases Demonstration

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

eAM Use Cases Demonstration

Copyright 2014 Oracle and/or its affiliates. All rights reserved. |

eAM Use Cases Demonstration