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Migrating ADI to the Web

An Oracle White Paper


October 2006
Migrating ADI to the Web

Executive Overview.......................................................................................... 3
Introduction ....................................................................................................... 3
Journal Wizard ................................................................................................... 3
Availability...................................................................................................... 3
Functional Differences................................................................................. 4
Budget Wizard ................................................................................................... 4
Availability...................................................................................................... 4
Functional Differences................................................................................. 4
Report Wizard.................................................................................................... 5
Availability...................................................................................................... 5
Functional Differences................................................................................. 5
Analysis Wizard ................................................................................................. 5
Availability...................................................................................................... 5
Functional Differences................................................................................. 5
Account Hierarchy Editor................................................................................ 6
Availability...................................................................................................... 6
Functional Differences................................................................................. 6
Physical Inventory Wizard ............................................................................... 6
Availability...................................................................................................... 6
Functional Differences................................................................................. 6
Asset Wizard ...................................................................................................... 6
Availability...................................................................................................... 6
Functional Differences................................................................................. 7
Request Center................................................................................................... 7
Availability...................................................................................................... 7
Functional Differences................................................................................. 7
Migration Considerations................................................................................. 8
Migrate Your Saved Spreadsheets .............................................................. 8
Create XSL-FO Templates.......................................................................... 8
Set Up Request Sets...................................................................................... 8
Conclusion.......................................................................................................... 9

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Migrating ADI to the Web

EXECUTIVE OVERVIEW

This document discusses the availability of web enabled client/server ADI


functionality in 11i and in R12. Migrations considerations and functional
differences between the client/server and web versions are given as well.

INTRODUCTION

Client/Server ADI is not compatible with R12. R12 migrates ADI functionality to
the Internet Computing Architecture (ICA) so the client/server version is no longer
needed. The centrally deployed R12 version reduces total cost of ownership and
increases performance over slow network connections. Rather than releasing all
desktop functionality within its own separate product, ADI functionality in R12 and
in 11i exists within the relevant parent applications. So web enabled Report Wizard,
Analysis Wizard, Journal Wizard and Budget Wizard functionally are found in
General Ledger; Asset Wizard and Physical Inventory Wizard are found in the
Assets Application. Report Manager contains the Web enabled versions of “Publish
to Database” and “Report Manager Tools” functionality formerly found in Request
Center.

The web enabled versions of client/server functionality currently available in 11i are
noted in this document. Patches will be provided that fill functional gaps in 11i
soon after the R12 release so 11i customers can migrate to the web. Although the
current version of client/server ADI (7.2) is the terminal release ( i.e. development
on new features is no longer taking place), it will be supported on 11i until all of its
major features are migrated to the web on the 11i release.

JOURNAL WIZARD

Availability

In 12, Journal Wizard functionality can be found as a General Ledger Menu option.
(N) Journals -> Launch Journal Wizard.

In 11i Journal Wizard functionality can be found as a Desktop Integration menu


option. (N) Desktop Integration -> Create Document -> General Ledger – Journals
Integrator. See Metalink note 287080.1 for more information and user
documentation. The latest 11i version is BNE.D (3218526); please check Mealink
for the latest BNE.D rollup patch.

Migrating ADI to the Web Page 3


Functional Differences

List of values are provided for Descriptive Flex fields (DFFs) and values uploaded
to DFF columns are validated in the web version. All values for DFF fields are
entered into a single concatenated column in the web version (with segment
separators), where in Client/Server ADI, each DFF segment is entered into a
separate Excel column, but LOVs nor validation is provided.

Data from text files can be imported into the Journal worksheet in the web version.

Pre-defined layouts that determine the inclusion and placement of fields can be
saved centrally, reused and shared in the web version. Unlike ADI, where Journal
Wizard Users have access to all fields, users can be prevented from using certain
Journal layouts on the web.

Default values can be set for fields on the web. So a field with a default value will
automatically be populated when the spreadsheet is created.

Use standard Oracle Applications Security to grant users access to the Journal
Wizard on the web.

In 12, spreadsheet fields can be hidden and be set to read only. Filters can be
automatically applied to columns in the lines region. Multiple headers can be
defined for a worksheet, so you could have two blocks of header fields side by side
in the worksheet; in C/S ADI, only one block of header fields could be defined.
These additional features are not available on 11i.

The following Journal Wizard profile options are not used by the web version:

GLDI: Journal Wizard Privileges – used to regulate the usage of the Journal Wizard.
The options were to revoke access to Journal Wizard, allow a user just to create a
sheet, allow a user to create a sheet and upload, and allow a user to create a sheet
upload and submit the journal import program. On the web, complete access to the
integrator can be granted or revoked using form function security.

BUDGET WIZARD

Availability

In Release 12, Budget Wizard functionality can be found as a General Ledger Menu
option. (N) Budgets -> Launch Budget Wizard.

The web version of Budget Wizard is not currently available on 11i. A General
Ledger patch will be released that will provide this functionality.

Functional Differences

Periods for different budget years will not span across the worksheet in the web
version. The Budget year will appear as a separate column in the worksheet.

Number of accounts and whether or not the budget is updatable is not displayed
before the worksheet is opened on the web. Providing this ability was not suitable

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in the new HTML page flow. The set characteristics function is not available on the
web because it was technically unfeasible.

The following profile options are not used in the web version:

GLDI: Budget Wizard Privileges – Access to all Budget Wizard functionality is


either granted or revoked using form function security in the web version.

GLDI: Enforce Budget Wizard Segment Security – Segment security is always


enforced on the web version

GLDI: Force Full Validation (optional) – A system administrator can force full
validation on the web by updating the form function that grants access to the Budget
Wizard.

REPORT WIZARD

Availability

Report Wizard will not be included in the base release of 12, but will be released as
a separate General Ledger patch when R12 is released. It will be accessible through
the General Ledger menu. An 11i General Ledger patch will be released shortly
after 12 is released.

Functional Differences

The profile option, GLDI: Report Wizard Privileges, is not used in the web version.
Access to all Report Wizard functionality is either granted or revoked using Oracle
Applications form function security in the web version.

ANALYSIS WIZARD

Availability

Analysis Wizard will not be included in the base release of 12, but will be released
as a separate General Ledger patch when 12 is released. Analysis Wizard
functionality will be accessible through FSG reports generated by Report Manager.
After clicking on an amount, users will be prompted to select an effective range if
more than one is defined for the amount. After selecting the effective range, they
are taken to the General Ledger Account Inquiry pages, with the account range pre-
populated with the effective range.

An 11i General Ledger patch providing web enabled Analysis Wizard functionality
will be released shortly after 12 is released.

Functional Differences

Web users can only perform drills on a single effective range.

The following profile options are not used in R12:

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GLDI: Allow Drilldown Across Books – Since one effective range can be displayed
during drill, it is not possible to drill across different sets of books in the web
version.

GLDI: Analysis Wizard Privileges – Access to all

GLDI: Maximum Effective Ranges – Not needed because only one range can be
drilled upon at a time in the web version.

ACCOUNT HIERARCHY EDITOR

Availability

The web version of the Account Hierarchy Editor was first shipped by General
Ledger in 11.5.7 and will be available in 12. (N) Setup -> Accounts ->Manager.

Functional Differences

The profile option, GLDI: AHE Privileges is not used in the web version. Access to
the Account Hierarchy Manager in the web version is governed by form function
security.

PHYSICAL INVENTORY WIZARD

Availability

The web version of the Physical Inventory Wizard was first released on 11i by the
Assets team in Financials Family Pack G. It will be available in 12 as well (N)
Physical Inventory -> Integrator.

Functional Differences

Unlike C/S ADI, where the Physical Inventory Wizard users have access to all
fields, users can be prevented from using certain layouts in the web version.

Default values can be set for fields in the web version. So a field with a default
value will automatically be populated when the spreadsheet is created.

In R12, spreadsheet fields can be hidden and be set to read only. Filters can be
automatically applied to columns in the lines region. These additional features are
not available in 11i.

The profile option, FADI: Physical Inventory Privileges is not used in the web
version. Use standard Oracle Applications Security to grant users access to the
Physical Inventory spreadsheet in the web version.

ASSET WIZARD

Availability

The web version of the Asset Wizard was first released on 11i by the Assets team in
Financials Family Pack G. It will also be available in release 12. (N) Mass
Additions -> Additions Integrator.

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Functional Differences

Unlike C/S ADI, where the Assets Wizard users have access to all fields, users can
be prevented from using certain layouts in the web version.

Default values can be set for fields in the web version. So a field with a default
value will automatically be populated when the spreadsheet is created.

In R12, spreadsheet fields can be hidden and be set to read only. Filters can be
automatically applied to columns in the lines region. These additional features will
not be available in 11i.

The profile option, FADI: Create Asset Wizard Privileges is no longer used. Use
standard Oracle Applications Security to grant users access to the Assets spreadsheet
in the web version.

REQUEST CENTER

Availability

The ability to monitor a request on the web can be done through (N) System
Administrator -> Requests -> View in forms, or through (N) System Administration
-> Monitor Requests in Self Service. These capabilities are available in 11i and will
be available in 12.

The ability to publish formatted standard, variable and FSG reports to PDF, HTML
and Excel can now be done through the request submission screens. (N) System
Administrator -> Requests -> Run. See Chapter 2 in the Oracle Applications User’s
Guide for more information.

The ability to publish standard, variable and FSG reports to the Self Service Home
Page is handled through Report Manager in 11i and 12. New Report Manager
HTML screens in 11i (FRM.H) and R12 allow the publishing of standard, variable
and FSG reports to the self service home page (with formatting). See Metalink note
378338.1 for more information. Client/server Request Center is no longer needed to
do this.

Functional Differences

Although you can publish a report with a content set in the web version, it is not
possible to publish that report to a workbook that contains multiple worksheets –
one for every expansion value. When publishing to the Self Service Home with the
web version, an FSG submission with a content set will produce a report for every
expansion value, however, a user must first view each report in HTML and then
export each report to Excel.

In the web version, lists of values of type Pair and Special are not provided when
submitting and publishing a Standard or Variable format report to the Self Service
Home Page. Report manager will display a system error if a user attempts to publish
a report that uses these types of value sets for its parameters. A workaround is to
submit these reports as part of a request set within Applications and then publish the
set to the Self Service Home Page with Report Manager. See Metalink note

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378338.1 for information on publishing report and request sets to the Self Service
home page.

XSL-FO templates replace theme functionality in client/server ADI. In the web


version, templates are defined for a specific FSG report. Unlike themes client/server
ADI, the same template cannot be used across multiple FSGs. Report Manager
provides the ability to create XSL-FO templates for FSG reports in Excel. Report
Manager eases the process of creating an XSL-FO template for an FSG by
automatically creating a template that includes row and column elements from the
FSG definition. See Metalink note 378338.1 for information. In addition, XML
Publisher can be used to create XSL-FO templates.

An additional capability of publishing a report to PDF exists in the web version.

MIGRATION CONSIDERATIONS

Migrate Your Saved Spreadsheets

You only have to migrate the spreadsheets that require a connection to the database
(list of values and upload). Spreadsheets created with client/server ADI will not
work with web versions. Client/server spreadsheets must be regenerated using the
new web architecture. Data can be moved from the old templates to the new ones
using Excel functionality (copy/paste, macros, formulas)

11i sites can continue to use client/server ADI as they migrate users to the web
versions. Spreadsheets created with 11i web versions will not be capable of
interacting with the applications database in 12. Excel formulas, macros and
copy/paste functionally can be used to move data from existing spreadsheets to
those generated with 12.

Create XSL-FO Templates

Some of the standard and variable reports are shipped with XSL-FO templates so
creating your own may not be necessary. In addition, a generic XSL-FO template is
shipped by the General Ledger team that can be applied to all FSG reports. You
cannot update this template; if you wish to change the formatting of an FSG report,
a new XSL-FO template must be created for that specific report.

Use the XML Publisher Administrator responsibility to create XSL-FO templates for
the reports you want to publish to the Personal Home Page, HTML, PDF or Excel.
See the Oracle XML Publisher User’s Guide for more information. In addition, you
can easily create XSL-FO templates in Excel for FSG reports using Report
Manager’s Template Editor. See Metalink note 378338.1 for more information on
Report Manager.

Set Up Request Sets

If you are currently submitting variable and fixed format reports to the Self Service
Home page with Request Center, then you will need to assure that the concurrent
program definitions for these reports have an output type of XML. Rather than
changing seeded concurrent report definition, you can copy it and change the output
type of the new concurrent program to XML. Note the application short name of the
new concurrent program because you will need this to register the report as a data

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definition in XML Publisher. Next, register each report as a data definition within
XML Publisher and make sure at least one XSL-FO template is defined for the
report (template provides formatting instructions). Once this is done, place these
reports in a request set. See the Oracle System Administrators user’s guide and the
XML Publisher’s User’s Guide for more information on this process.

When you want to publish variable or standard reports to the Self Service home
page, navigate to the request set submission screen in forms and submit the request
set. Once the requests have finished, navigate to the Publish Report Sets form
function in self service and publish the report output to the Self Service home page.
See Metalink note 378338.1 for more information on publishing report sets with
Report Manager.

CONCLUSION
If you have any comments regarding this white paper or have questions regarding
the migration of ADI client/server functionality to the web, please send an email to
webadipm_us@oracle.com.

Migrating ADI to the Web Page 9


Migrating from ADI to the Web
October 2006

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