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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
ATTENTION – AUDIO Options Option 1: Voice Streaming Audio Broadcast • No need to dial in on a telephone • Questions can be asked in the WebEx Chat panel • Details
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Upcoming: Advisor Webcast: Extend EBS eAM Using OAF Personalization
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Upcoming Advisor Webcast Schedule
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Check out Note ID : 740966.1
Select your Product Area E-Business Suite Manufacturing
Scan through the list of Current Topics Register for the session(s) of your interest
Upcoming: Advisor Webcast: Extend EBS eAM Using OAF Personalization
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Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Oracle Advisor Webcast Extend EBS eAM Using OAF Personalization Dharmender Gupta eAM Senior Development Manager August 21, 2014
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Objectives
• Understand OAF Personalization
• Learn how to do OAF Personalization
• Understand benefits of Personalization
• Understand why to do Extension
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Agenda 1
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3
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What is Personalization?
Administrator Vs User Level Personalizations
Setup
eAM Use Cases Demonstration
Business Benefits of Personalizations
Extension
Resources
Q & A
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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+
Definition
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What is Personalization
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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
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What is Personalization
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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.
Overview
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What is Personalization
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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.
Features
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What is Personalization
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• Administrator Personalization – Site – Organization – Responsibility
• End User Personalization – User Views
• Personalization at each layer is stored in its own XML document
Levels
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What is Personalization
Responsibility Layer
Organization Layer
Site Layer
Base page Layer
User Views
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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
User Level Personalizations
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What is Personalization
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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
Administrator Level Personalizations
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What is Personalization
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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
Administrator Level Personalizations
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What is Personalization
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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
Profile Options
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Set Up
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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
Profile Options
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Set Up
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Profile Options
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Set Up
Personalize Self-Service Defn = Yes
FND: Personalization Region Link Enabled = Yes
FND: Diagnostics = Yes
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Demonstration
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
About this Page
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
About this Page
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
About this Page
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eAM Use Cases Demonstration
View Object
View Object Attribute
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
About this Page
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Finding Object to Personalize
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eAM Use Cases Demonstration
Search
Complete View
Expand All
Focus
Use <Ctrl>F
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Case #1: Create Work Orders in ‘Released’ status, instead of ‘Draft’ status
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Create Work Orders in ‘Released’ Status
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Create Work Orders in ‘Released’ Status
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Create Work Orders in ‘Released’ Status
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Create Work Orders in ‘Released’ Status
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Create Work Orders in ‘Released’ Status
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Initial Value
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eAM Use Cases Demonstration
• You can set a default value for an item for the following item styles: – MessageLOVInput – MessageCheckBox – MessageChoice – MessageRadioButton – MessageRadioGroup – MessageTextInput (Varchar,Date,Number)
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Initial Value
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eAM Use Cases Demonstration
• User sees the topmost default value.
Controller-set Default
Personalization-set Default
Page-set Default
Model-set Default
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show ‘Warranty Expiration Date’ in the Main Region of Work Order
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show ‘Warranty Expiration Date’ in the Main Region of Work Order
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eAM Use Cases Demonstration
Note down VO and Attribute name
using ‘About this page’
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show ‘Warranty Expiration Date’ in the Main Region of Work Order
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eAM Use Cases Demonstration
Personalization Page
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show ‘Warranty Expiration Date’ in the Main Region of Work Order
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eAM Use Cases Demonstration
Create New Item
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show ‘Warranty Expiration Date’ in the Main Region of Work Order
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show ‘Warranty Expiration Date’ in the Main Region of Work Order
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eAM Use Cases Demonstration
Additional Details Region
Item to hide
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show ‘Warranty Expiration Date’ in the Main Region of Work Order
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show ‘Warranty Expiration Date’ in the Main Region of Work Order
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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>}
What is SPEL
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Restrict a certain responsibility to create WOs in Draft status only
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eAM Use Cases Demonstration
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.
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Restrict a certain responsibility to create WOs in Draft status only
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eAM Use Cases Demonstration
Maintenance Super User EAM User
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Restrict a certain responsibility to create WOs in Draft status only
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eAM Use Cases Demonstration
Responsibility: Functional Administrator
Create dummy Function
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Restrict a certain responsibility to create WOs in Draft status only
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Restrict a certain responsibility to create WOs in Draft status only
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eAM Use Cases Demonstration
Responsibility: Application Developer
Permission Set for dummy function
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Restrict a certain responsibility to create WOs in Draft status only
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eAM Use Cases Demonstration
Grant to Maint. Super User
Responsibility: Functional Administrator
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Restrict a certain responsibility to create WOs in Draft status only
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eAM Use Cases Demonstration
Attach Permission Set to Grant
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Restrict a certain responsibility to create WOs in Draft status only
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Restrict a certain responsibility to create WOs in Draft status only
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eAM Use Cases Demonstration
Responsibility: Functional Administrator
Clear Cache
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Restrict a certain responsibility to create WOs in Draft status only
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eAM Use Cases Demonstration
Personalize ‘Status’ using
SPEL
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Restrict a certain responsibility to create WOs in Draft status only
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eAM Use Cases Demonstration
Responsibility: Maintenance Super User
Editable Status
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Restrict a certain responsibility to create WOs in Draft status only
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eAM Use Cases Demonstration
Responsibility: EAM User
Read-only ‘Draft’ status
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show Priority of the Work Requests in the Search Summary Result
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eAM Use Cases Demonstration
Add Priority here
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show Priority of the Work Requests in the Search Summary Result
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eAM Use Cases Demonstration
View Object
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Show Priority of the Work Requests in the Search Summary Result
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show Priority of the Work Requests in the Search Summary Result
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show Priority of the Work Requests in the Search Summary Result
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show Priority of the Work Requests in the Search Summary Result
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show Priority of the Work Requests in the Search Summary Result
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show Priority of the Work Requests in the Search Summary Result
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show Priority of the Work Requests in the Search Summary Result
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show Priority of the Work Requests in the Search Summary Result
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Show Priority of the Work Requests in the Search Summary Result
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eAM Use Cases Demonstration
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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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Business Benefits
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
Overview
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Extension
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
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
Overview
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Extension
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
• 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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Resources
Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
What is Personalization How to do OAF Personalization Business Benefits of Personalization What is the need to do Extension
What we covered today Summary
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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Q & A
• 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.
• 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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Copyright © 2014 Oracle and/or its affiliates. All rights reserved. |
Top Articles and Community Links EAM Information Center [ID 1411394.2].
Enterprise Asset Management (EAM) Advisor Webcast Calendar/Archive [ID 1167439.1].
Oracle Advisor Webcast Schedule [ID 740966.1].
Continue the Discussion on the Enterprise Asset Management My Oracle Support Community.
What advisor webcast topics do YOU want to see presented?
Webcast Survey After Today’s Session.
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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/
September 28 – October 2, 2014 | San Francisco
Oracle OpenWorld 2014
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Q & A
• 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.
• 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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My Oracle Support Accreditation: E-Business Suite
Accreditation Program Pages
• Program Index – 1583898.1
• E-Business Suite – 1580100.1
Fully leverage support capabilities delivered via My Oracle Support | high-value best practices | efficiency with Oracle tools = more time spent on primary role.
Stay Informed | Analyzer Scripts | Workflow Analyzer | Period Close| Patching | Certifications | Upgrade Advisor | Comparison Reports.
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