Dont Customize, Just

Personalize!
Jan 17, 2008

Prabhakar Pooskur
Dharmang Purohit

TIBCO Software Inc.

Headquartered in Palo Alto, California, TIBCO Software Inc.
(NASDAQ:TIBX) provides enterprise software that helps companies
achieve service-oriented architecture (SOA) and business process
management (BPM) success.
With over 3,000 customers and offices in 40 countries, TIBCO has
given leading organizations around the world better awareness and
agilitywhat TIBCO calls The Power of Now.
Visit www.tibco.com for more information

2007 UBEX Corporation and TIBCO Software Inc. .

Presentation Objectives
Business Goals
Business Challenges
Implementation Approach
Personalization Features
Activating Personalization
Business Scenarios
Benefits
Lessons Learnt
References
Questions

2007 UBEX Corporation and TIBCO Software Inc. .

Business Goals

Reduced cost of maintenance

Increase efficiency of end users

Add business processes that give

strategic advantage

Superior ownership experience

2007 UBEX Corporation and TIBCO Software Inc. .

Business Challenges

Enhance UI without many

customizations
Facilitate faster data entry, reduce
complexity
Enforce adherence to business
processes
Solutions with fast turnaround
time, scalable, easy to maintain
2007 UBEX Corporation and TIBCO Software Inc. .

Implementation approach
Configuration vs Personalization vs Extensions

2007 UBEX Corporation and TIBCO Software Inc. .

Personalization Features
Personalization Features ( * )

Personalization Types
Forms Based Personalization

Self Service Personalization

Hide and re-label Fields/buttons

Yes

Yes

Change the order of Navigation

Yes

Yes

Create Additional Business

Validations

Yes

No (Yes, might need to

open code!)

Provide default values in Fields

Yes

Yes

Make non-mandatory fields

required

Yes

Yes

Image

No

Yes

Message

Yes

Yes

Raw/Formatted Text

No

Yes

Tool Tip

No

Yes

URL Link

No

Yes

Add the following without coding

( * ) Features that can be incorporated without coding OR violating support agreements

2007 UBEX Corporation and TIBCO Software Inc. .

Activating personalization
Activating 11.5.10 Self Service Personalization

Profile

Site

Application

Responsibility

User

Disable Self Service

Personnel

No

Self Service
Accessibility
Features

None

Standard
Accessibility For
responsibility that
will make use of site
Preferences

Standard
Accessibility
For user that will act
as administrator for
Preferences

Personalize Self
Service Def

No

Yes for the user

that will act as
administrator
for preferences

Self Service Personal

Home Page Mode

Framework
only

Personal Home page

with Framework for
user that will act as
administrator for
Preferences

2007 UBEX Corporation and TIBCO Software Inc. .

Activating personalization
Navigating to 11.5.10 Form Based Personalization

2007 UBEX Corporation and TIBCO Software Inc. .

Business Scenarios
11.5.10 Self Service Personalization
Access to Global Expenditure Policy on Internet Expenses home page
Guiding user on the process for requesting new supplier creation in
Internet Procurement
Hide unused fields from Internet Procurement application

11.5.10 Form Based Personalization

Preventing accidental delivery of an unformatted PO to supplier during
PO approval
Preventing unnecessary tax variance on Invoices in AP
Preventing data entry errors during blanket PO releases

2007 UBEX Corporation and TIBCO Software Inc. .

10

Benefits
Helps achieve faster streamlined process
Helps in enforcing adherence to organizations business processes
Aids in building faster, simpler solutions for SOX related requirements
Hands more control to functional team for designing the business
logic and UI changes
Ability to design user and responsibility specific solutions
Ability to change Oracle provided UI and business logic without
violating any support agreements

2007 UBEX Corporation and TIBCO Software Inc. .

11

Lessons Learnt
Access
Personalization is a powerful tool, access to fewer users will ensure
efficient tracking of personalization changes done in your application.

Testing
Personalization should not be performed in production instances directly.

Upgrades/Patches
Upgrades and patches *MAY* change the underlying filenames and
location, hence the need to test personalization changes subsequently.

Migration
Migration using standard oracle practices will ensure that the metadata of
your personalization changes remains intact and can be reapplied if lost
during upgrades or patches.

2007 UBEX Corporation and TIBCO Software Inc. .

12

References

11.5.10 Form Based Personalization

The below note consolidates links to all relevant user guides and
training materials.
Metalink Note - 279034.1
11.5.10 Self Service Personalization
Metalink Note - 308872.1

2007 UBEX Corporation and TIBCO Software Inc. .

13

Ubex Corporation
Ubex Corporation is a premier provider of end-to-end solutions based
on Oracle Applications.
Visit www.ubex.com for more information

Ubex is an Oracle Certified Partner

2007 UBEX Corporation and TIBCO Software Inc. .

14

Ubex Corporation
Ubex Booth
Visit Booth # 37 today at the Exhibitor Hall
Enter for a chance to win Nintendo Wii !!!

Other Ubex Presentations

Automating segregation of duties verification through ICM
(Track 8, Room 202 at 8:00 AM)
Leveraging OCS and Oracle SOA (BPEL) to automate document management
(Track 15, Room 203 at 11:00 AM)
iExpense Approval Limits Automation at Yahoo!
(Track 5, Room 206 at 2:30 PM)
Don't customize, just personalize!
(Track 14, Grand Ballroom G at 4:00 PM)

2007 UBEX Corporation and TIBCO Software Inc. .

15

Q & As

2007 UBEX Corporation and TIBCO Software Inc. .

16

End
- Thank You -