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ORACLE
PRODUCT
LOGO

ATG Live Webcast: Usability Best Practices for


Oracle E-Business Suite
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Sara Woodhull, Principal Product Manager


Applications Technology Group

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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 Oracles products remains at the
sole discretion of Oracle.

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Program Agenda
Introduction
Upgrade to Release 12.1.3
Personalize
Extend

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Introduction
Usability Best Practices
Make your applications more usable
Get the most out of the new usability enhancements
Follow User Experience best practices when
customizing your applications

UX Direct Program

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Oracles Applications Strategy


Three top-level adoption strategies for Fusion Applications
Continuation
Upgrade to current releases of existing applications

Coexistence
Complement existing applications with integration to and
coexistence with specific Oracle Fusion Application functionality

Replacement
Completely replace older deployments with Oracle Fusion
Applications

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Top Three Ways to Improve EBS Usability


Get the most out of Oracle E-Business Suite
1. Upgrade to Release 12.1.3
2. Personalize to your requirements
3. Use right technology and follow standards for
extensions

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<Insert Here>

Upgrade to Release 12.1.3

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Oracle Application Framework


Overview
Web application development framework for Oracle
E-Business Suite

Declarative application development based on modelview-controller (MVC) architecture


Runtime framework to create UI personalizations
Declarative extensions development

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Upgrade to Release 12.1.3


Take advantage of usability improvements
Usability enhancements in all OA Framework-based
products due to technology improvements
Many screens rebuilt using OA Framework
Individual products redesigned with new task-based
flows

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Oracle Application Framework Release 12


12.0

12.1

Modern Look and Feel


Support for WSRP Portlets
Web services support
Personalization

Personalization Document Manager


Contextual Hierarchy Page
Support for EL Syntax
Enhanced Configurable Page
Personalization
Enhanced Home Page Personalization
Configurable Start Page

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Rich User Interface

Configurable Home Page


New Navigator and Favorites
Look-ahead LOV
Inline Attachments
Pop-up dialogs
Rich content container

Flexfield Reference support


Record History support
Support for RESTful services
Personalization of additional attributes
Portletization capabilities

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Rich User Interface


Configurable Home Page

Embedded
Content

Reconfigured
Layout

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Rich User Interface


Configurable Home Page

New Navigator
Tree

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Rich User Interface


Navigator

Drop-down
Navigator Menu

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Rich User Interface


Favorites

Drop-down
Favorites Menu

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Rich User Interface


Navigator and Favorites

Allows rapid cross-responsibility, cross-application


navigation
Can add and manage Favorites with a single click
Feature controlled by profile option

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Rich User Interface


Look-Ahead LOV

Inline look-ahead LOV


window

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Rich User Interface


Inline Attachments

Inline Add Attachment


window

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Rich User Interface


Inline Attachments

Inline View Attachment


window

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Rich User Interface


Profile Options

Rich UI capabilities are enabled by default in 12.1.3

Best practice is to leave enabled.


Profile Option Name

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Values

Default

FND: Disable Configurable Home Page

True, False

False (Site)

FND: Disable Navigator and Favorites Rich Menu

True, False

False (Site)

FND: Disable Look Ahead LOV

True, False

False (Site)

FND: Disable Inline Attachments

True, False

False (Site)

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Rich User Interface


Pop-up

Inline Pop-up
window

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Rich User Interface


Rich Content Container

Embedded OBIEE
Analytic Contents

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Rich User Interface


Embedding Custom Rich Content

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REST Service Interface


Enables Rich, Responsive User Interface

Powerful, light-weight interface to expose your


business services
Referred to as RESTful Services

RESTful services send or receive data in


standard XML formats
Example RESTful service UIs in EBS:
Tree Navigator on home page
Navigator and Favorites links

You can build custom user interfaces using the OA Framework


RESTful Service Interface
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Oracle Application Framework 12.1+ (Roadmap)


Future
Personalization

UI Indicators

Add new items based on


dynamically created view objects
Extend personalization capability
to more components and
properties
Support attaching PPR events and
actions
Support Copy/Undo
Personalization

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Simplified ADF integration


AutoVue integration
Enhanced mobile/iPad support

Enhanced EL Support

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Rich User Interface

Future

Navigator Search on Navigator Link


Type-ahead
search
Use of icons for space
optimization
Use of icons for space
optimization
Personalize Navigator
moves down

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Rich User Interface

Future

UI Indicators

Visual
Hints
Hover-over
Pop-ups
(Dotted Line)

Click
Pop-up
(Full line)

Activity indicator

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Rich User Interface

Future

Exceptions as Pop-ups

Error message appears in a


pop-up window

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AutoVue Integration

Print Attachment
dialog window

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Future

<Insert Here>

Personalize
Oracle E-Business Suite for
Maximum Usability

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Customizations in Oracle E-Business Suite


Personalize
Add new items
Change prompts, titles, text
Reorder items or regions

Configure
Profile Options
User-defined Flexfields
Function and Data Security
Setups
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Extend
Add new functional flows or
content
Extend or override existing
business logic
Modify
OVERWRITE Oracle Shipped
code / business logic

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Usability Best Practice: Data Planning


All across your applications
Consider structuring data for usability in Lists of Values
and queries.
Data with same first characters requires users to type in many
extra characters repeatedly, wasting time and annoying users.
Example: "Dunning Report" and "Supplier Report" would be
easier values to use than "Report on Dunning" and "Report on
Suppliers" where "Report on" are common initial characters.
There are MANY areas where careful data creation can improve
usability!

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Options for Personalization


Personalization refers to using Oracle E-Business Suite
personalization frameworks to modify user interface of a
page
OA Framework
Administrator personalizations
User personalizations (search pages only)

Forms

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Form Personalization
Allows you to make changes to a form without programming

You can:

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Change object properties such as title, required, and so on


Display messages to the user
Activate additional menu entries
Execute certain Forms built-ins such as database procedure call, Do
key, open form/URL

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Accessing the Form Personalization UI

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Form Personalization UI: Condition

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Form Personalization UI: Actions

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OA Framework Personalization
Features
Immediate, visual feedback of changes
Patching the base page doesnt usually affect the
personalizations
Available on all OA Framework components
Translation support
Utilities to move changes across instances

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Personalization
Levels

User Views

Administrator Personalization

Responsibility Layer

Function
Location
Site
Organization
Responsibility

Organization Layer
Site Layer

End User Personalization


User Views

Function Layer

Personalization at each layer is


stored in its own XML document
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Location Layer

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Base Page Layer

Personalization
Administrator Personalizations

Tailor text for labels, prompts, and tip messages


Hide or show components
Best Practice:
Reorder components
Hide fields your
Restrict query results
organization
doesn't use
Add new items: fields, buttons, links,
pick lists, images, regions, and so on
Tailor graphs and charts
Seed end-user views
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Personalization
End User Personalizations
Available on query regions only

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

Best Practice:
Train end users
to tailor their
searches and
save them for
later reuse

A system administrator can seed user views and set up


a default view
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Usability: Personalization Best Practice


Rows in a Table
End users can create saved searches (Views) with 5-25
rows in results table where Save Search is available
System administrators can personalize "Records
Displayed" property of search results tables with larger
numbers of rows
Improve usability where users need to see many rows at once
Beware of possible performance impact
Optimal number of rows depends on page. Test with users!

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Usability: Personalization Best Practice


Informational Text
Keep informational text where the user expects to see it
Keep text near the affected objects

Keep added text to a minimum


A big black paragraph of text is daunting to users
After the first few uses, that paragraph just gets in the way

Be sure to translate text personalizations


Translate OA Framework personalizations in Manage Levels
screen
If you create new Message Dictionary messages, translate them
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Do Quick Usability Tests of Personalizations


Usability Best Practice
Test original page layout and multiple personalization
possibilities
Set up different personalizations against several different dummy
functions or responsibilities
Let users try out the options online
OR

Take screenshots of pages with different personalizations


Show screenshots as paper prototypes to users

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Personalization and Extension Best Practice


Tailor UI to Type of User
Screens for occasional use by a given user
Needs more explanatory text
Leads user from one part of task to the next
Generally more white space

Screens for heavy, repeated use by a given user


Needs less explanatory text
Fit more fields and rows into available space to cut down on
page-to-page navigation, improve user throughput

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<Insert Here>

Extend
Oracle E-Business Suite for
Maximum Usability

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Extensibility
Overview
Extension refers to building new components and
integrating with Oracle E-Business Suite
Extend Oracle E-Business Suite if you want to:

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Modify or extend business logic such as data validation


Build new pages
Change page flows
Build new business components

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Extension Technologies
BC4J Substitution to extend business logic only
(preferred)
Build new pages, applications:

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OA Framework (preferred)
Oracle Forms
Application Express (APEX) for PL/SQL-based extensions
Oracle ADF

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Best Practice: Choose the Right Technology


New Applications
Use OA Framework if your application needs to:
Use Flexfields
Use E-Business Suite function
security and data security
Have seamless session management
with E-Business Suite applications
Have same look and feel as the
E-Business Suite application

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OAF

Best Practice: Choose the Right Technology


New Applications
Use APEX if you are building PL/SQL-based applications
with simple template-based UIs
Requires PL/SQL skills
No Java required or allowed
Provides lightweight
HTML-based UI

50

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APEX

Best Practice: Choose the Right Technology


New Applications
Use ADF if your application needs to
Use the same standards-based Java development platform as
Oracle Fusion Applications
Have rich user interface capabilities that are specific to ADF
Support mobile devices via ADF Mobile

ADF

51

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Levels of Integration Between EBS and ADF


Integration uses Oracle E-Business Suite SDK for Java
and can include:

Access to Oracle E-Business Suite data


Using AppsDataSource with ADFBC
Using SOA Suite

Access to Oracle E-Business Suite stored procedures


Using AppsDataSource

Navigation between ADF and OAF pages (coming soon)


Register ADF pages and add to EBS menus
Optionally embed ADF pages on OA Framework pages
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Navigation between OAF and ADF pages


OA Framework
Page

ADF Faces
Page

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ADF Content in OAF Page Pop-Ups


Best Practice:
Use pop-ups to show
drilldown detail for a
"quick look"
Use ADF when there is
no corresponding OA
Framework component
available

Embedded ADF
Content (Pop-up)

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Embedding ADF content in an OAF page


Best Practice:
Use ADF when there
is no corresponding
OA Framework
component available

Embedded ADF
Content

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Usability Best Practice for Extensions


Use the same technology for the extension as is in the
rest of the business flow
Avoid switching user interface styles in the middle of a process.
Many EBS UI standards are built into OA Framework and Oracle
Forms technology and development process.

Keep page styles as consistent as possible


Follow development and UI standards for the particular
technology.

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<Insert Here>

Conclusion

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Key Takeaways
Enhance Usability of Oracle E-Business Suite
1. Upgrade to Release 12.1.3 to improve usability and user
productivity through enhanced rich user interactions.
2. Personalize applications and follow best practices to make
shipped applications suit your users' needs.
3. Extend applications and make use of better integration with
Fusion Middleware technologies like ADF to bring the latest
technologies to your enterprise.

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Standards and References


Do Extensions and Customizations Right
Usable Apps Blog
http://blogs.oracle.com/usableapps

Form Personalizations
My Oracle Support Notes 279034.1 (Release 11i) and 395117.1
(Release 12)

Oracle Application Framework Personalization Guide


http://www.oracle.com/technetwork/documentation/applications167706.html

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Standards and References


Do Extensions and Customizations Right
Oracle E-Business Suite Developer's Guide
New applications, customization standards, building Oracle
Forms-based screens

Oracle Application Framework Developer's Guide


OA Framework-based screens

BLAF UI Standards
Content standards still apply for Release 12 OA Frameworkbased pages
http://download.oracle.com/tech/blaf/specs/index.html
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More information
OA Framework 12.1.2/12.1.3 Release Notes
MOS notes 951242.1 and 1087332.1

Steven Chans Blog


http://blogs.oracle.com/stevenChan/

ATG Webcasts and Training


http://blogs.oracle.com/stevenChan/entry/e_business_suite_technology_learning

Fusion Middleware for E-Business Suite


http://www.oracle.com/technology/tech/fmw4apps/ebs/index.html

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More Usability Resources


UX Direct Program: Usability Best Practices
Usability best practices across all product lines

UX Direct Program Contact:


Madhuri.kolhatkar@oracle.com

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Q&A

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