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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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The following is intended to outline our general product direction. It is intended for
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in making purchasing decisions. The development, release, and timing of any features or
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Oracle Advisor Webcast
Extend EBS eAM Using OAF Personalization
Dharmender Gupta
eAM Senior Development Manager

August 21, 2014

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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
What is Personalization?
2 Administrator Vs User Level Personalizations
3 Setup
4 eAM Use Cases Demonstration
5 Business Benefits of Personalizations
6 Extension
7 Resources
8
Q&A
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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+

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What is Personalization
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

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What is Personalization
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.

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What is Personalization
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.
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What is Personalization
Levels
User Views
Administrator Personalization Responsibility Layer
Site
Organization Organization Layer
Responsibility
Site Layer
End User Personalization
User Views Base page Layer
Personalization at each layer is stored in its own XML document

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What is Personalization
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

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What is Personalization
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

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What is Personalization
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

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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

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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

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Set Up
Profile Options

FND: Personalization Personalize Self-


Region Link Enabled = Yes Service Defn = Yes

FND: Diagnostics = Yes

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Demonstration

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eAM Use Cases Demonstration
About this Page

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eAM Use Cases Demonstration
About this Page

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eAM Use Cases Demonstration
About this Page View Object
Attribute

View Object

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eAM Use Cases Demonstration
About this Page

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eAM Use Cases Demonstration
Finding Object to Personalize

Search
Use <Ctrl>F

Complete
View
Expand
All

Focus

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eAM Use Cases Demonstration

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


Draft status

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eAM Use Cases Demonstration
Create Work Orders in Released Status

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eAM Use Cases Demonstration
Create Work Orders in Released Status

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eAM Use Cases Demonstration
Create Work Orders in Released Status

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eAM Use Cases Demonstration
Create Work Orders in Released Status

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eAM Use Cases Demonstration
Create Work Orders in Released Status

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eAM Use Cases Demonstration
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)

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eAM Use Cases Demonstration
Initial Value

User sees the topmost default value.

Controller-set Default

Personalization-set Default

Page-set Default

Model-set Default

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eAM Use Cases Demonstration

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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eAM Use Cases Demonstration
Show Warranty Expiration Date in the Main Region of Work Order

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eAM Use Cases Demonstration
Show Warranty Expiration Date in the Main Region of Work Order

Note down VO and


Attribute name
using About this
page

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eAM Use Cases Demonstration
Show Warranty Expiration Date in the Main Region of Work Order

Personalization Page

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eAM Use Cases Demonstration
Show Warranty Expiration Date in the Main Region of Work Order

Create New Item

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eAM Use Cases Demonstration
Show Warranty Expiration Date in the Main Region of Work Order

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eAM Use Cases Demonstration
Show Warranty Expiration Date in the Main Region of Work Order

Additional
Details
Region

Item to hide

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eAM Use Cases Demonstration
Show Warranty Expiration Date in the Main Region of Work Order

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eAM Use Cases Demonstration
Show Warranty Expiration Date in the Main Region of Work Order

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eAM Use Cases Demonstration

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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eAM Use Cases Demonstration
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>}

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eAM Use Cases Demonstration
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.

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eAM Use Cases Demonstration
Restrict a certain responsibility to create WOs in Draft status only
Maintenance Super User EAM User

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eAM Use Cases Demonstration
Restrict a certain responsibility to create WOs in Draft status only

Responsibility: Functional Administrator

Create dummy Function

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eAM Use Cases Demonstration
Restrict a certain responsibility to create WOs in Draft status only

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eAM Use Cases Demonstration
Restrict a certain responsibility to create WOs in Draft status only
Responsibility: Application Developer

Permission Set for


dummy function

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eAM Use Cases Demonstration
Restrict a certain responsibility to create WOs in Draft status only
Responsibility: Functional Administrator

Grant to Maint.
Super User

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eAM Use Cases Demonstration
Restrict a certain responsibility to create WOs in Draft status only

Attach Permission
Set to Grant

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eAM Use Cases Demonstration
Restrict a certain responsibility to create WOs in Draft status only

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eAM Use Cases Demonstration
Restrict a certain responsibility to create WOs in Draft status only
Responsibility: Functional Administrator

Clear Cache

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eAM Use Cases Demonstration
Restrict a certain responsibility to create WOs in Draft status only

Personalize
Status using
SPEL

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eAM Use Cases Demonstration
Restrict a certain responsibility to create WOs in Draft status only
Responsibility: Maintenance Super User

Editable
Status

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eAM Use Cases Demonstration
Restrict a certain responsibility to create WOs in Draft status only
Responsibility: EAM User

Read-only
Draft status

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eAM Use Cases Demonstration

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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eAM Use Cases Demonstration
Show Priority of the Work Requests in the Search Summary Result

Add Priority
here

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eAM Use Cases Demonstration
Show Priority of the Work Requests in the Search Summary Result

View Object

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eAM Use Cases Demonstration
Show Priority of the Work Requests in the Search Summary Result

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eAM Use Cases Demonstration
Show Priority of the Work Requests in the Search Summary Result

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eAM Use Cases Demonstration
Show Priority of the Work Requests in the Search Summary Result

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eAM Use Cases Demonstration
Show Priority of the Work Requests in the Search Summary Result

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eAM Use Cases Demonstration
Show Priority of the Work Requests in the Search Summary Result

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eAM Use Cases Demonstration
Show Priority of the Work Requests in the Search Summary Result

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eAM Use Cases Demonstration
Show Priority of the Work Requests in the Search Summary Result

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eAM Use Cases Demonstration
Show Priority of the Work Requests in the Search Summary Result

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eAM Use Cases Demonstration
Show Priority of the Work Requests in the Search Summary Result

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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
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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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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

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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

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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)

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Summary
What we covered today

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

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Top Articles and Community Links
EAM Information Center [ID 1411394.2].
Enterprise Asset Management (EAM) Advisor
Webcast Calendar/Archive [ID 1167439.1].
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740966.1].
Continue the Discussion on the Enterprise
Asset Management My Oracle Support
Community.
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see presented?
Webcast Survey After Todays Session.

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Oracle OpenWorld 2014
September 28 October 2, 2014 | San Francisco

99.5% of Attendees Said Oracle OpenWorld Delivers on


Their Objectives

Discovering new product and technology solutions


Improving technical proficiency and knowledge
Learning tips and tricks for currently installed products
Understanding where the industry is headed

www.oracle.com/openworld/
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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.
Q&A
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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THANK YOU

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Program Index 1583898.1 high-value best practices | efficiency Patching | Certifications | Upgrade
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