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The Beauty of Oracle’s Web Enabled Applications




                                            Richard Byrom
                            Oracle Applications Consultant

                                  UKOUG November 2004
Agenda




•Problem Statement
•Solution
•Oracle’s Response
•Conclusion
•Questions & Answers
Problem Statement


•Disparate Reporting             Reports and
 Solutions                    Intelligence Tools
•Application Fragmentation
•Data Separation – non          Applications
 relational
•Lack of Standardisation
•Local as opposed to shared
                                  Database
 working environments
Solution – Web Services

•Applications on Demand
•Secure and Universal Access
•Business Integration

      Reports and
   Intelligence Tools



                        Web
      Applications



       Database
The Oracle Information Architecture



•Unified data model
•Accessible by anyone, with any device
•Global
•Configurable
•Open
Oracle Product Specific Solutions

• This presentation will look at Web ADI, Web OFA/EPB
  and Web Discoverer
• It’s primary purpose is to encourage attendees to look
  at having all of these products running via a single web
  interface through 11i E-Business Suite.
Web ADI – Product Roadmap

Web ADI
•Journal Wizard – Released
•Asset Wizard – Assets Team
•Inventory Wizard – Assets Team
•Budget Wizard – Patch Set E

Report Manager
•Report Submission and Publishing – Patch Set G
•Report Wizard – Patch Set H
•Analysis Wizard – Patch Set H
Web ADI – Journal Creation
Web ADI – Coming in 11.5.10

General Ledger
•Upload daily rates
•Upload and download historical rates
•Upload Journals
Financials Intelligence
Upload budget and forecast information
Web ADI – Coming in 11.5.10

Project Accounting
•Download lists of projects, issues and change
 documents
•Download and upload budget and forecast information
Student Systems
•Download student lists
•Download and upload unit grades and assessment item
 outcomes
•Download and upload progression outcomes
Web ADI – Coming in 11.5.10

Engineering Online
Download and upload items in the engineering Catalog
Sales Compensation
Download commission statement
Internal Controls Manager
Upload all risk library objects – processes,
risks, controls, and audit procedures
Web ADI – Coming in 11.5.10

Public Sector Financials International
Download and upload Inflation Accounting data
Trade Management
•Create resale data (point of sales or indirect
•sales data)
•Customer or partner claim reason codes
•Upload customer or partner claims
Web ADI - Internet Computing Architecture


                   Application
2 Tier                Application

     Application
     Application

                     Application           X
3 Tier
                                                         Database

                                    Application
                                    Application
    Browser
     Java
                                    Application Server
                   Browser
Web ADI – Installation Setup

Metalink
•Download and install Patch Set C 2819091
•Download and install Rollup Patch 5 3624372
•Both of these patches are included in 11.5.10
Setup
In the System Administrator responsibility give yourself
the Web ADI Responsibility – this will give you three
menus
•Create Document
•Create Layout
•Create Mapping
What is OFA?

Oracle Financial Analyzer is a pre-packaged Online
Analytical Processing (OLAP) application built with a
Visual Basic front-end and an Oracle Express multi-
dimensional data structure back-end. It is tightly
integrated with Oracle General Ledger.
Financial Analyzer Highlights

•   Intuitive, easy information access
•   OFA is an “End-User Managed” Application
•   Utilizes Oracle Express, a specialized OLAP database designed
    for powerful analysis, fast reporting, computations and modeling
•   Robust Data Security by user at several levels:
      Financial Data Item (locking Actuals, Budget, etc.)
      Dimension level (e.g. CCtr)
•   Deployment Architecture Flexibility
      centralized (server based), distributed, stand alone
•   Integrated with Oracle GL via GL Link, but can run independently
Oracle Financial Analyzer - Interface

The Financial Analyzer Web interface provides access to reports,
graphs, and data entry forms through a Web browser.
Benefits of Web Publishing

•Uses standard browser - no client s/w
•Currently no license fee for web-only users
•Accesses the Shared database
  Simplifies administration
  Minimizes disk usage
•Tremendous flexibility in distributing specific slices of
 data to subsets of users
Limitations of Web Publishing

•Provides read-only access
•Calculated rows & columns do not display
 Calculated FDIs and Models can be substituted
•Numeric scaling does not work
•Various formatting features do not work
•Licensing rules may change
Oracle Financial Analyzer – Setup Information

System Requirements
In addition to the standard Financial Analyzer server components,
the following server components must be installed:
•Express Server, including Oracle Express Web Agent. The
following configuration options must be selected in Express
Configuration Manager:
 The Web Authentication Type property on the Web Agent tab
    must be set to BASIC
 The Require Password Encryption property on the Security tab
    must be set to NO
•A supported Web server such as Apache
Oracle Financial Analyzer – Set up steps

Browser requirements
Users must have the appropriate browser installed on
the PC.
User requirements
To access Financial Analyzer through the Web
interface, you must have a valid user ID. You must also
be set up as a user in Financial Analyzer.
Methods of Access
Financial Analyzer can be configured for direct access,
or for access through Oracle Applications.
OFA – architecture



                               OFA/Express Server       OFA/Express Client
Browser

          Application Server



                                    Express
                                    Database

                                   Oracle GL



                                  EBS Database
Enterprise Planning and Budgeting
• Product to be released end of
  September, 2004
• Delivered as part of Oracle
  Applications, but can be run
  standalone
• Delivered as a patch to Oracle
  Applications 11.5.9
  Included as part of the rapid
  install for 11.5.10
• Backports of EPB to 11.5.8 or
  earlier are not feasible
• Requires Oracle9i Database
  9.2.0.5 plus OLAP Option
• If a customer has 10.7 or 11.0.x
  or no Oracle Applications, then
  the product can be a standalone
  solution
Migration From OFA and OSA

•OFA and OSA 6.4 will be supported until mid 2008
 with error correction support until end of 2006
•Oracle will provide a migration path for existing
 customers of OFA and OSA to migrate their
 implementations to EPB
•Migration paper on
 http://www.oracle.com/applications/cpm
Migration Data Flow



                                                     Oracle9i
OFA/OSA                                       APPS Security

 Express                                         Tables
databases   3. Map users to Apps security


                                              BI Beans Repository    OLAP

                                                 Tables             Analytic Workspace

            2. Map documents, folders,
              saved selections to BI Beans
                                              EPB Schema

                                                 Interface Tables        EPB Tables



            1. Map dimensions and variables
              to standard schema for EPB
Oracle Discoverer Features
Oracle Discoverer Components
Discoverer Plus -
http://hostname.domain/discwb4/html/english/welcome.htm

A web-based development tool used to access the EUL to
create and modify workbooks.
Discoverer Viewer

Discoverer Viewer - http://hostname.domain/discoverer4i/viewer

 Oracle Discoverer 4i Viewer is a tool for viewing workbooks
  created by users of the client/server or web versions of
  Discoverer Plus.
 Oracle Discoverer 4i Viewer can also be used to integrate
  database output into a web site and portal and is easily
  customized to conform to a particular web site look and feel, or
  to build custom Discoverer applications for the web.
Oracle Discoverer Features Matrix


Function                                Desktop Plus Viewer   Portlets
Create / Edit Query                     Yes     Yes No        No
View Query With Dynamic Data            Yes     Yes Yes       No
View Query With Sna pshot Data          No      No   No       Yes
BI Beans Based Charting                 No      Yes Yes       Yes
Export To Microsoft Excel               Yes     Yes Yes       No
Deliverable As Portlet                  No      No   No       Yes
Integrated With Oracle Single Sign-On   No      Yes Yes       Yes
Create Worksheet Parameters             Yes     Yes No        No
Apply Para meters To Worksheet          Yes     Yes No        No
Create / Edit Conditions                Yes     Yes No        No
Create / Edit Calculations              Yes     Yes No        No
Save The Workbook                       Yes     Yes No        No
Oracle Discoverer – Web limitations

Features Not Available Made Available in
                       Query Building
Subqueries
Find in Item Navigator    Oracle 9iAS Discoverer 9i (9.0.2)
                         Reporting
Find / Find Next
Undo/Redo Support
Schedule Workbooks        Oracle9iAS Discoverer 9i (9.0.2)
Create / Edit title       Oracle9iAS Discoverer 10g (9.0.4)
Exception formatting
Improved Printing         On going improvements to be made
Select / select all
Cut / copy / paste
Item formatting
Export to Reports in XML Oracle9iAS Discoverer 9i (9.0.2)
Item properties
                          Analysis
Interactive pivot
Drill to detail
Drill Dialog
Drill to BLOB
                        Workbooks
Save/open to/from file
Discoverer Plus Architecture




Source: Oracle Discoverer 4i Configuration Guide for Oracle9i Application Server
Discoverer Viewer Architecture




Source: Oracle Discoverer 4i Configuration Guide for Oracle9i Application Server
Discoverer Viewer – take the guided tour




http://www.oracle.com/technology/products/discoverer/fil
es/viewlets/9iAS_Disco_viewer_part1_viewlet.html
Oracle Discoverer - Setup

Metalink Note 146468.1
Single Sign-On

•Build a portal or information gateway for all of your
 products
•OFA, Discoverer and ADI can be run from the Apps
 logon page.
•Where separate roles exist linkage should be
 maintained
Conclusions


• Web Services provide you with Platform independent
  solutions for your application and reporting needs.
• Use the Oracle Tools together to support your
  strategy.
• Oracle’s web strategy and associated products allow
  you to adopt a web services strategy in your
  organisation.
Q
&A
Speaker Information



Name: Richard Byrom
e-mail: richard.byrom@thales-is.com
       richard@richardbyrom.com
Company: Thales Information Systems
Web Site: http://www.thales-is.com
          http://www.richardbyrom.com
Mobile: +44-7976123106
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Oracle web-applications

  • 1. The Beauty of Oracle’s Web Enabled Applications Richard Byrom Oracle Applications Consultant UKOUG November 2004
  • 3. Problem Statement •Disparate Reporting Reports and Solutions Intelligence Tools •Application Fragmentation •Data Separation – non Applications relational •Lack of Standardisation •Local as opposed to shared Database working environments
  • 4. Solution – Web Services •Applications on Demand •Secure and Universal Access •Business Integration Reports and Intelligence Tools Web Applications Database
  • 5. The Oracle Information Architecture •Unified data model •Accessible by anyone, with any device •Global •Configurable •Open
  • 6. Oracle Product Specific Solutions • This presentation will look at Web ADI, Web OFA/EPB and Web Discoverer • It’s primary purpose is to encourage attendees to look at having all of these products running via a single web interface through 11i E-Business Suite.
  • 7. Web ADI – Product Roadmap Web ADI •Journal Wizard – Released •Asset Wizard – Assets Team •Inventory Wizard – Assets Team •Budget Wizard – Patch Set E Report Manager •Report Submission and Publishing – Patch Set G •Report Wizard – Patch Set H •Analysis Wizard – Patch Set H
  • 8. Web ADI – Journal Creation
  • 9. Web ADI – Coming in 11.5.10 General Ledger •Upload daily rates •Upload and download historical rates •Upload Journals Financials Intelligence Upload budget and forecast information
  • 10. Web ADI – Coming in 11.5.10 Project Accounting •Download lists of projects, issues and change documents •Download and upload budget and forecast information Student Systems •Download student lists •Download and upload unit grades and assessment item outcomes •Download and upload progression outcomes
  • 11. Web ADI – Coming in 11.5.10 Engineering Online Download and upload items in the engineering Catalog Sales Compensation Download commission statement Internal Controls Manager Upload all risk library objects – processes, risks, controls, and audit procedures
  • 12. Web ADI – Coming in 11.5.10 Public Sector Financials International Download and upload Inflation Accounting data Trade Management •Create resale data (point of sales or indirect •sales data) •Customer or partner claim reason codes •Upload customer or partner claims
  • 13. Web ADI - Internet Computing Architecture Application 2 Tier Application Application Application Application X 3 Tier Database Application Application Browser Java Application Server Browser
  • 14. Web ADI – Installation Setup Metalink •Download and install Patch Set C 2819091 •Download and install Rollup Patch 5 3624372 •Both of these patches are included in 11.5.10 Setup In the System Administrator responsibility give yourself the Web ADI Responsibility – this will give you three menus •Create Document •Create Layout •Create Mapping
  • 15. What is OFA? Oracle Financial Analyzer is a pre-packaged Online Analytical Processing (OLAP) application built with a Visual Basic front-end and an Oracle Express multi- dimensional data structure back-end. It is tightly integrated with Oracle General Ledger.
  • 16. Financial Analyzer Highlights • Intuitive, easy information access • OFA is an “End-User Managed” Application • Utilizes Oracle Express, a specialized OLAP database designed for powerful analysis, fast reporting, computations and modeling • Robust Data Security by user at several levels:  Financial Data Item (locking Actuals, Budget, etc.)  Dimension level (e.g. CCtr) • Deployment Architecture Flexibility  centralized (server based), distributed, stand alone • Integrated with Oracle GL via GL Link, but can run independently
  • 17. Oracle Financial Analyzer - Interface The Financial Analyzer Web interface provides access to reports, graphs, and data entry forms through a Web browser.
  • 18. Benefits of Web Publishing •Uses standard browser - no client s/w •Currently no license fee for web-only users •Accesses the Shared database  Simplifies administration  Minimizes disk usage •Tremendous flexibility in distributing specific slices of data to subsets of users
  • 19. Limitations of Web Publishing •Provides read-only access •Calculated rows & columns do not display  Calculated FDIs and Models can be substituted •Numeric scaling does not work •Various formatting features do not work •Licensing rules may change
  • 20. Oracle Financial Analyzer – Setup Information System Requirements In addition to the standard Financial Analyzer server components, the following server components must be installed: •Express Server, including Oracle Express Web Agent. The following configuration options must be selected in Express Configuration Manager:  The Web Authentication Type property on the Web Agent tab must be set to BASIC  The Require Password Encryption property on the Security tab must be set to NO •A supported Web server such as Apache
  • 21. Oracle Financial Analyzer – Set up steps Browser requirements Users must have the appropriate browser installed on the PC. User requirements To access Financial Analyzer through the Web interface, you must have a valid user ID. You must also be set up as a user in Financial Analyzer. Methods of Access Financial Analyzer can be configured for direct access, or for access through Oracle Applications.
  • 22. OFA – architecture OFA/Express Server OFA/Express Client Browser Application Server Express Database Oracle GL EBS Database
  • 23. Enterprise Planning and Budgeting • Product to be released end of September, 2004 • Delivered as part of Oracle Applications, but can be run standalone • Delivered as a patch to Oracle Applications 11.5.9 Included as part of the rapid install for 11.5.10 • Backports of EPB to 11.5.8 or earlier are not feasible • Requires Oracle9i Database 9.2.0.5 plus OLAP Option • If a customer has 10.7 or 11.0.x or no Oracle Applications, then the product can be a standalone solution
  • 24. Migration From OFA and OSA •OFA and OSA 6.4 will be supported until mid 2008 with error correction support until end of 2006 •Oracle will provide a migration path for existing customers of OFA and OSA to migrate their implementations to EPB •Migration paper on http://www.oracle.com/applications/cpm
  • 25. Migration Data Flow Oracle9i OFA/OSA APPS Security Express Tables databases 3. Map users to Apps security BI Beans Repository OLAP Tables Analytic Workspace 2. Map documents, folders, saved selections to BI Beans EPB Schema Interface Tables EPB Tables 1. Map dimensions and variables to standard schema for EPB
  • 27. Oracle Discoverer Components Discoverer Plus - http://hostname.domain/discwb4/html/english/welcome.htm A web-based development tool used to access the EUL to create and modify workbooks.
  • 28. Discoverer Viewer Discoverer Viewer - http://hostname.domain/discoverer4i/viewer  Oracle Discoverer 4i Viewer is a tool for viewing workbooks created by users of the client/server or web versions of Discoverer Plus.  Oracle Discoverer 4i Viewer can also be used to integrate database output into a web site and portal and is easily customized to conform to a particular web site look and feel, or to build custom Discoverer applications for the web.
  • 29. Oracle Discoverer Features Matrix Function Desktop Plus Viewer Portlets Create / Edit Query Yes Yes No No View Query With Dynamic Data Yes Yes Yes No View Query With Sna pshot Data No No No Yes BI Beans Based Charting No Yes Yes Yes Export To Microsoft Excel Yes Yes Yes No Deliverable As Portlet No No No Yes Integrated With Oracle Single Sign-On No Yes Yes Yes Create Worksheet Parameters Yes Yes No No Apply Para meters To Worksheet Yes Yes No No Create / Edit Conditions Yes Yes No No Create / Edit Calculations Yes Yes No No Save The Workbook Yes Yes No No
  • 30. Oracle Discoverer – Web limitations Features Not Available Made Available in Query Building Subqueries Find in Item Navigator Oracle 9iAS Discoverer 9i (9.0.2) Reporting Find / Find Next Undo/Redo Support Schedule Workbooks Oracle9iAS Discoverer 9i (9.0.2) Create / Edit title Oracle9iAS Discoverer 10g (9.0.4) Exception formatting Improved Printing On going improvements to be made Select / select all Cut / copy / paste Item formatting Export to Reports in XML Oracle9iAS Discoverer 9i (9.0.2) Item properties Analysis Interactive pivot Drill to detail Drill Dialog Drill to BLOB Workbooks Save/open to/from file
  • 31. Discoverer Plus Architecture Source: Oracle Discoverer 4i Configuration Guide for Oracle9i Application Server
  • 32. Discoverer Viewer Architecture Source: Oracle Discoverer 4i Configuration Guide for Oracle9i Application Server
  • 33. Discoverer Viewer – take the guided tour http://www.oracle.com/technology/products/discoverer/fil es/viewlets/9iAS_Disco_viewer_part1_viewlet.html
  • 34. Oracle Discoverer - Setup Metalink Note 146468.1
  • 35. Single Sign-On •Build a portal or information gateway for all of your products •OFA, Discoverer and ADI can be run from the Apps logon page. •Where separate roles exist linkage should be maintained
  • 36. Conclusions • Web Services provide you with Platform independent solutions for your application and reporting needs. • Use the Oracle Tools together to support your strategy. • Oracle’s web strategy and associated products allow you to adopt a web services strategy in your organisation.
  • 37. Q &A
  • 38. Speaker Information Name: Richard Byrom e-mail: [email protected] [email protected] Company: Thales Information Systems Web Site: http://www.thales-is.com http://www.richardbyrom.com Mobile: +44-7976123106