59
Oracle R 12 – E- Business Essentials It provides functional foundation to any E-BS fundamental course. It covers major components of R 12 E- BS architecture and SWAN user interface. E-BS is fully integrated, comprehensive suite of business applications for the enterprise. Major topics are shared entities, integration, Flex-field, Multi org. access control, workflow, alerts, sys. Admn. And Business Intelligence. 1

Oracle r 12 – e business essentials

Embed Size (px)

Citation preview

Page 1: Oracle r 12 – e  business essentials

1

Oracle R 12 – E- Business Essentials

It provides functional foundation to any E-BS fundamental course.It covers major components of R 12 E-BS architecture and SWAN user interface.E-BS is fully integrated, comprehensive suite of business applications for the enterprise.Major topics are shared entities, integration, Flex-field, Multi org. access control, workflow, alerts, sys. Admn. And Business Intelligence.

Page 2: Oracle r 12 – e  business essentials

2

Oracle R 12 – E- Business Essentials

Accessing and navigating using SWAN user interface. SWAN is a sub-class of Browser Look And Feel (BLAF).Form based apps are optimized for a large volume of transactions AND HTML based apps are optimized for ease of first time use.Oracle apps FORM is a user’s interface to business data stored in the database. We navigate between and within forms to enter and access information from the database.

Page 3: Oracle r 12 – e  business essentials

3

Oracle R 12 – E- Business Essentials

Other Sources

Meta-link: For Service Request (SR), bug and patches.Apps world: Hands-on learning environment.Apps Net: On line community for users and implementers.Oracle Technology Network (OTN): Comprehensive technical resource.

Page 4: Oracle r 12 – e  business essentials

4

Oracle R 12 – E- Business Essentials

Oracle Apps Security

User Name Responsibility

AppsFunctionsReports

Data

Page 5: Oracle r 12 – e  business essentials

5

Oracle R 12 – E- Business Essentials

Oracle Apps Security contd…

It is based on Oracle Apps “user name”.

Responsibility is a level of authority in E-BS.

Page 6: Oracle r 12 – e  business essentials

6

Oracle R 12 – E- Business Essentials

Oracle Apps Security contd…

Responsibility

Specific Apps

Ledger

Organization

Restricted list of

windowsRestricted

list of functions

Reports

Page 7: Oracle r 12 – e  business essentials

7

Oracle R 12 – E- Business Essentials

Misc topicsWe can put an end date for the records which can not be deleted.A field that has predefined list of valid values displays an LOV icon.Error Message:

•Oracle FormFRM

•Oracle DatabaseORA

•Oracle ApplicationAPP

Page 8: Oracle r 12 – e  business essentials

8

Oracle R 12 – E- Business Essentials

Concurrent ProcessingIt is a non-interactive, data dependent and does not interfere the task.

Standard Request Submission (SRS)

Use SRS interface

View on-line output

View log information

Schedule reports & programs

Page 9: Oracle r 12 – e  business essentials

9

Oracle R 12 – E- Business Essentials

E-BS ArchitectureIt is engineered to work as an integrated system on a common IT infrastructure. It is integrated yet modular.

E-BS Advantages

Automate internal business process

Extend automation & collaborate with

trading partner

Drive continuous improvement with

real time intelligence

Page 10: Oracle r 12 – e  business essentials

10

Oracle R 12 – E- Business Essentials

E-BS Architecture – Business Architecture

Five Principles

Modern Foundation

Complete 360 degree

view of a company

End to end integration

Global – multiple

language, currency,

etc.

Rapid implementa

tion

Page 11: Oracle r 12 – e  business essentials

11

Oracle R 12 – E- Business Essentials

E-BS Architecture – Technical Architecture

Four Modes

Form Based - Java

Self Service – infrequent

users – HTML/Java

script

BI – for senior executives – HTML/Java

script

Mobile – for sales rep., etc –

HTML/Java Script

Page 12: Oracle r 12 – e  business essentials

12

Oracle R 12 – E- Business Essentials

TierIt is a logical grouping of services, spread across more than one physical machine.

• Desktop / Client Tier• User interface

Internet

Page 13: Oracle r 12 – e  business essentials

13

Oracle R 12 – E- Business Essentials

Application TierWeb serverForm ServerReport ServerDiscoverer ServerConcurrent processing serverAdmn Server

Upgrade oracle appsApplying database patchesMaintaining oracle apps data

Page 14: Oracle r 12 – e  business essentials

14

Oracle R 12 – E- Business Essentials

Database Tier

Contains oracle data server files and oracle apps database executables.Storage, retrieval and management of data.

Page 15: Oracle r 12 – e  business essentials

15

Oracle R 12 – E- Business Essentials

Oracle Application Technical Layer (OATL)

It is an integrated collection of components used by all Oracle apps modules.Components are:Application DBAApp Object LibraryApps UtilitiesCommon modulesWorkflowAlertOA FrameworkOracle XML Publishers

Page 16: Oracle r 12 – e  business essentials

16

Oracle R 12 – E- Business Essentials

Oracle Application ManagerIt is a key sys admn tool which manages and monitors Oracle apps system from an HTML based central control console.Tasks:Configure and administer the systemDiagnose and correct the problemManage patchesMonitor and tune performanceMonitor system security

Page 17: Oracle r 12 – e  business essentials

17

Oracle R 12 – E- Business Essentials

Rapid Installation

Components:Oracle databaseAppl technology stackOracle apps file system

Page 18: Oracle r 12 – e  business essentials

18

Oracle R 12 – E- Business Essentials

Shared Entities

Features:One time definition of an objectUse of that product across several productsOwned by a single product for table purpose only

Page 19: Oracle r 12 – e  business essentials

19

Oracle R 12 – E- Business Essentials

Appl Object Library (AOL) and Ledger

AOL is a robust infrastructure for security, application administration and configuration.Ledger provides means to collect and quantify financial data.

Page 20: Oracle r 12 – e  business essentials

20

Oracle R 12 – E- Business Essentials

Key Business FlowsForecast to PlanP 2 PDemand to BuildCampaign to OrderClick to OrderO 2 CContract to RenewalRequest to ResolutionProject to ProfitPeople to PaycheckPlan to ReplenishBenefits to Payroll

Page 21: Oracle r 12 – e  business essentials

21

Oracle R 12 – E- Business Essentials

Fundamentals of System AdministrationLayers of access control with Oracle user management.

Each layer adds an increasing level of administrative flexibility and scalability.

Self

service &

Approvals

Registrati

on Process

Delegated Administration

Role

based access

Data S

ecurity

Function

Security

Page 22: Oracle r 12 – e  business essentials

22

Oracle R 12 – E- Business Essentials

System Administration contd..Self Service & Approvals:Obtains new user account orRequest additional access to the systemReset password

Page 23: Oracle r 12 – e  business essentials

23

Oracle R 12 – E- Business Essentials

System Administration contd..Function Security:Defines applicationsDefines data groupsCreates responsibilities and usersSystem administrator manages security by creating user sign-on and assigning them to one or more responsibilities.Defining an application:

Appl name

Appl short name

Appl base path

Appl description

Page 24: Oracle r 12 – e  business essentials

24

Oracle R 12 – E- Business Essentials

System Administration contd..Data group:It is a collection of pairing of an application with an Oracle ID.It automatically supports concurrent processing and cross application reporting.An application can be listed only once in a data group.An Oracle ID can be paired with more than one applications.AOL owns database tables.We can control relationship among application, forms and programs by defining a data group.

Page 25: Oracle r 12 – e  business essentials

25

Oracle R 12 – E- Business Essentials

System Administration contd..Components of Responsibility:Required:Data group – Forms and ReportsMenu – Forms and Functions.Optional:Request GroupExclusionFunction: A set of executable code available as a menu option. We can exclude function at any level.

Page 26: Oracle r 12 – e  business essentials

26

Oracle R 12 – E- Business Essentials

System Administration contd..Data Security:Components:Object: It is a system entity subject to access control. It usually corresponds to a table.Object Instance: It represents all rows in the database table.Object instance set: Related set of instances of an object. Set of rows.

Page 27: Oracle r 12 – e  business essentials

27

Oracle R 12 – E- Business Essentials

System Administration contd..Data Security privileges: Grants and Permissions:It gives additional access control on the data and the action that can be performed on data.Grantee can be a group of users, specific user or all users.Permission is an approval to perform operation on an object.Permissions or grants are access granted to users through roles.

Page 28: Oracle r 12 – e  business essentials

28

Oracle R 12 – E- Business Essentials

System Administration contd..Profile Option: Determines how the application look, feel and operate.Profile hierarchy type:Security: Site Appl Responsibility user Organization: Site Organization UserServer: Site Server User

Security type is most widely used.

Page 29: Oracle r 12 – e  business essentials

29

Oracle R 12 – E- Business Essentials

System Administration contd..Standard Request Submission

Elements involved in submitting request:

Selecting a request or request setDefining a submission scheduleProviding completion option

Page 30: Oracle r 12 – e  business essentials

30

Oracle R 12 – E- Business Essentials

Flex-Field (FF)It is a configurable field that opens in a window from a regular Oracle Appl window.It enables us to tailor Oracle Appl to our own business environment.It structures certain identifier (key FF)It collects and displays additional information (Descriptive FF)

Page 31: Oracle r 12 – e  business essentials

31

Oracle R 12 – E- Business Essentials

Flex-Field (FF) contd..Components of FF:FF StructureSegmentsValuesValue setDifferent FF can share same value set.Different segments of the same FF can use same value set.

Page 32: Oracle r 12 – e  business essentials

32

Oracle R 12 – E- Business Essentials

Flex-Field (FF) contd..Value Set: It is defined to control permitted values for each segment of the key.

Attributes

Name DescriptionList Type (LOV, Long LOV, Pop-

up list

Security Type (No security,

hierarchical, non-hierarchical)

Page 33: Oracle r 12 – e  business essentials

33

Oracle R 12 – E- Business EssentialsFlex-Field (FF) contd..

Value set contd.. Types of Value set

Defining value set:Use existing when possibleDefine value setDefine LOV if appropriate

None •No Validation

Independent •Input from previously defined list

Dependent •Input is checked against subset of values

Table •Input is checked against values in application table

Special •Value set uses FF itself

Pair

Translatable independent

Translatable dependent

Page 34: Oracle r 12 – e  business essentials

34

Oracle R 12 – E- Business Essentials

Flex-Field (FF) contd..Key FF:Features:Builds unique entity identifiersFunction as intelligent keysContains meaningful informationUsually consists of multiple segmentsAppears as a normal field on a form

Page 35: Oracle r 12 – e  business essentials

35

Oracle R 12 – E- Business Essentials

Flex-Field (FF) contd..Key FF contd..

Value of segments becomes code combinations that act as an intelligent keys for use by Oracle Application.

Structure

Segment

s

Value set

Values

Securit

y rules

Cross

validatio

n rules

Page 36: Oracle r 12 – e  business essentials

36

Oracle R 12 – E- Business EssentialsFlex-Field (FF) contd..

Key FF contd…Key FF qualifiers:It is a label attached to a particular key FF segment so that it can be located by the application requiring its information.Types of qualifiers:

•Unique – one of•Required – must•Global – exist as carriers for segment qualifiers

FF qualifiers – identifies particular segment

•Allow Budgeting•Allow Posting•Account type

Segment qualifiers – identifies particular value

in a segment

Page 37: Oracle r 12 – e  business essentials

37

Oracle R 12 – E- Business EssentialsFlex-Field (FF) contd..

Descriptive FF:Features:OptionalAppears as a field enclosed within bracketsCollects and displays additional informationComponents:Global segmentContext sensitive segmentReference field – field on existing windowContext field – this field allows the user to manually select different context.

Page 38: Oracle r 12 – e  business essentials

38

Oracle R 12 – E- Business EssentialsFlex-Field (FF) contd..

Misc. topics:Allow dynamic insertion: we can enter new code combinationCross validation rules: Prevent combinations of segment values that are illogical or that should not be allowed.Value set security: specify who should use particular segment values. Define the rules and associate it with appropriate responsibility.Shorthand aliases: enable user to enter data faster and more easily. It is a label for a particular combination of key FF segment values.

Page 39: Oracle r 12 – e  business essentials

39

Oracle R 12 – E- Business EssentialsMulti Org. Access Control (MOAC)

It is a server based (application / database) enhancement of Oracle Application, while keeping transaction data separate and secure.User access to multiple OU is called MOAC.MOAC allows companies to gain processing efficiencies because user can more easily access, process and report on data across multiple OU from a single responsibility without affecting corresponding data security or system performance.

Page 40: Oracle r 12 – e  business essentials

40

Oracle R 12 – E- Business EssentialsMulti Org. Access Control (MOAC) contd..

Benefits of MOAC:Support multiple business units with different ledgerSell & ship from different LEProcure & receive from different LESecure access to data by line of businessDefine different organization levelsProduce reports across entities or within single entity

Page 41: Oracle r 12 – e  business essentials

41

Oracle R 12 – E- Business EssentialsMulti Org. Access Control (MOAC) contd..Tasks in MOAC without changing responsibility:Enter payable invoiceView consolidates requisitionPerform collectionProcess receiving and drop shipmentsCustomer data managementAccounting set up

Page 42: Oracle r 12 – e  business essentials

42

Oracle R 12 – E- Business EssentialsMulti Org. Access Control (MOAC) contd..

Business Group (BG)

Inventory Organizatio

n (IO)

Page 43: Oracle r 12 – e  business essentials

43

Oracle R 12 – E- Business EssentialsMulti Org. Access Control (MOAC) contd..

BG• Partitions HR information and purchasing

approval hierarchy• One BG is a must

Ledger • It is a financial reporting entity• It is a single repository of financial transactions

LE• Legal company for which we prepare fiscal or tax

reports• Legal reporting entity

SLA• It is a rule based accounting engine that

centralizes accounting for oracle EBS• It maintains full link between transaction and

accounting data, allowing powerful reconciliation and auditing capabilities

Page 44: Oracle r 12 – e  business essentials

44

Oracle R 12 – E- Business EssentialsMulti Org. Access Control (MOAC) contd..

OU•Autonomous business unit in an organization that has a business need to secure transaction data, set up and seed data•OU is linked to responsibility by using profile option MO:OU profile option

Balancing Entity

•For which we prepare B/S, represented as a balancing segment•There can be multiple BE within an OU•Define security rules for access control

IO•Track inventory transactions and balances•Functions covered are Inventory, BOM, Engg., WIP, MRP, capacity, Purchase, receiving•Multiple ledgers can use the same “global” item master organization

Page 45: Oracle r 12 – e  business essentials

45

Oracle R 12 – E- Business EssentialsMulti Org. Access Control (MOAC) contd..Steps for adding new OU: It can be created by HRMS or Accounting set up manager responsibility.

Page 46: Oracle r 12 – e  business essentials

46

Oracle R 12 – E- Business EssentialsMulti Org. Access Control (MOAC) contd..Security Model: Responsibility is the key to MO security & reporting. It determines OU and reporting ability.

User

Responsibili

tyOU

Page 47: Oracle r 12 – e  business essentials

47

Oracle R 12 – E- Business EssentialsMulti Org. Access Control (MOAC) contd..

Data security by Application:

Supplier and customer header information is stored in an un-partitioned table for all entities within an instance. Sites are stored by OU.

GL •Ledger

FA •Ledger & Asset Book

HRMS •BG

Mfg. & Inventory •IO

Other Modules •OU

Page 48: Oracle r 12 – e  business essentials

48

Oracle R 12 – E- Business EssentialsMulti Org. Access Control (MOAC) contd..

Cross organization reporting:

Benefits:Ability to report across OU for many reportsSimple reporting security set upFinancial reporting across BGMO reporting application for custom reports

Reporting Level

•Ledger•GRE/LE•OU

Reporting Context

•Ledger names•GRE/LE names•OU names

Page 49: Oracle r 12 – e  business essentials

49

Oracle R 12 – E- Business EssentialsMulti Org. Access Control (MOAC) contd..MO preferences: user level preferences

Page 50: Oracle r 12 – e  business essentials

50

Oracle R 12 – E- Business EssentialsFundamentals of workflow and alerts

Features of workflow:It delivers a complete business process definition, automation and integration solution.Routing information of any type according to user defined business rules.Automates and streamlines business process within and beyond enterprise.Workflow process definition must be saved to the same database as the workflow engine.It focuses on managing business process and not individual transaction.It captures exceptions and take action.

Page 51: Oracle r 12 – e  business essentials

51

Oracle R 12 – E- Business EssentialsFundamentals of workflow and alerts

Work list web page:Lists open notificationsView notification detailsRespond to notificationNotification work list:View all open notificationsView all FYI notificationsView all TO DO notificationsView all notificationsReassign notifications

Page 52: Oracle r 12 – e  business essentials

52

Oracle R 12 – E- Business EssentialsFundamentals of workflow and alerts

Business event system:Workflow supports e-Business integration workflows through the Business Event System (subscription based processing).

Event subscription is a registration indicating that an even is significant to a system. It can be defined in Event Manager.

Page 53: Oracle r 12 – e  business essentials

53

Oracle R 12 – E- Business EssentialsFundamentals of workflow and alerts

Alerts:Alerts monitor our database information and notify us when the condition that we have specified is found.To find out important or unusual activity in our database.

An exception is a specified condition found during an alert check.

Event Alert •Notifies as soon as event occurs

Periodic Alert •Checks database as per defined schedule

Page 54: Oracle r 12 – e  business essentials

54

Oracle R 12 – E- Business EssentialsFundamentals of workflow and alerts

Action types for an Alert:Send an e-mail messageSubmit concurrent program requestRun SQL statement scriptRun operating system scriptAction Levels:DetailSummaryNo exception

Page 55: Oracle r 12 – e  business essentials

55

Oracle R 12 – E- Business EssentialsFundamentals of workflow and alerts

Difference between workflow and alert:

Alert•Run on insert, update or concurrent request•Limited conditional logic•Limited predefined frequencies

Workflow•Run on potentially any action, concurrent request•Any conditional logic•Almost any frequency

Page 56: Oracle r 12 – e  business essentials

56

Oracle R 12 – E- Business EssentialsOracle Daily Business Intelligence (DBI)

It is an integrated out-of-the-box reporting and analysis application that enables senior managers and executives to see relevant, accurate and timely information using self service dashboard.DBI provides planning, execution and reporting capabilities to optimize business performance.Fusion intelligence:It is a set of new application products.

Page 57: Oracle r 12 – e  business essentials

57

Oracle R 12 – E- Business EssentialsOracle Daily Business Intelligence (DBI)

Need of DBI:Cost controlChanging marketInformation availabilityIncreased accountabilityEmphasis on corporate governance

Page 58: Oracle r 12 – e  business essentials

58

Oracle R 12 – E- Business EssentialsOracle Daily Business Intelligence (DBI)

DBI Report components:Region:TableGraphParameterKPILinkCommon Parameters:Date, period type, compare to, primary dimension (one per page), currency

Page 59: Oracle r 12 – e  business essentials

59

Oracle R 12 – E- Business EssentialsOracle Daily Business Intelligence (DBI)

Features of Fusion Intelligence:Embedded dashboardGuided drill downIntegrated securityGuided navigation and action links