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2009 Oracle Corporation Proprietary and Confidential

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AGENDA

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Q&A Session approximately 15 minutes

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<Insert Picture Here>

Oracle Application Framework Personalization


Mani Mathisankar
Principal Software Engineer

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AGENDA

Presentation approximately 45 minutes


Q&A Session approximately 15 minutes

Web attendees can ask questions via Q&A panel


Phone attendees can ask questions via Q&A panel or
phone (operator assisted)

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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 decision. The
development, release, and timing of any features
or functionality described for Oracles products
remains at the sole discretion of Oracle.

2010 Oracle Corporation Proprietary and Confidential


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<Insert Picture Here>

Oracle Application Framework Personalization


Mani Mathisankar
Principal Software Engineer

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Agenda
OAF Personalization Overview
Personalization Features
<Insert Picture Here>
Personalization Levels
Profile Options Used By OAF Personalization
Storing Personalization
Directory Structure
Deploying Personalization
Isolating Personalization
Personalization Vs Customization
Demo
Resources

2009 Oracle Corporation Proprietary and Confidential


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Personalization Overview

OA Framework includes the OA Personalization Framework which allows you


to personalize an Oracle E-Business Suite application page without modifying
any underlying code. Personalizing the appearance of or the data displayed in
an OA Framework-based page is easy and straightforward.

All personalization's you make through the OA Personalization Framework are


added on top of the base product meta data at runtime. These
personalization's never overwrite the existing base product UI and are
therefore preserved during upgrades and patches, and can also be translated.
This means you can create your personalization's on a test system first,
extract your personalization's to a flat file , then load your finalized
personalization's to your production system with little interruption.

2009 Oracle Corporation Proprietary and Confidential


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Personalization Features

Using pre-built features to fine-tune the application to match the


business and deployment practices.

Declaratively tailoring the user interface (UI) look-and-feel, layout or


visibility of page content to suite a business need or a user preference.

OAF provides durable personalization.

Number of personalization features with multiple levels are available.

2009 Oracle Corporation Proprietary and Confidential


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Admin Personalization Features

Hide or show regions and items


Reorder regions and items
Include or exclude descriptive flexfield segments
Define Sorting and Filtering
Change Labels
Make Fields required
Enable total for table column
Change number of rows displayed in a table
Set default values and Tips
Create new items

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Personalization Levels
User

Responsibility

Organization

Site

Location

Function

Base Page

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Profile Options Used By OAF Personalization
Personalize Self-service Defn (FND_CUSTOM_OA_DEFINTION)
You should set this profile option to Yes at the user level for an administrator. If you set this profile
option to Yes, then when you log on as the Administrator, a global Personalize Page button appears
on each OA Framework-based application page. When you select the global Personalize Page button
on any page, the personalization user interface prompts you for the scope and administrative level at
which you wish to create your personalizations before displaying the OA Personalization Framework
UI. The default is No.

FND: Personalization Region Link Enabled (FND_PERSONALIZATION_REGION_LINK_ENABLED)


When you set this profile option to Yes, Personalize Region links appear above each region in a page.
Each link takes the user first to the Choose Personalization Context page, then to the Page Hierarchy
Personalization page with focus on the region from which you selected the Personalize Region link.
The default is null (not set).

Disable Self-service Personal (FND_DISABLE_OA_CUSTOMIZATIONS)


This is a system profile option specifically created for use by Oracle Support. You can set this profile
option to Yes at the site or application level. If this system profile option is set to Yes, any
personalizations you make, regardless of the level at which you make the personalizations, will not be
applied. Only the original base definition of each OA Framework-based application page is ever
displayed. Use this profile option to help Oracle support staff determine whether a problem arises from
applied personalizations or from the base application. The default is No.

2009 Oracle Corporation Proprietary and Confidential


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Storing Personalizations
The personalization information (meta data) of a
personalized region/page is stored as a personalization
document in the MDS repository, with a specific directory
structure
The directory structure looks like

Original page Personalization file


<prod_top>/mds <prod_top>/mds
+ <component> + <component>
+ webui + webui
file.xml + customizations
+ <layer type>
+ <layer value>
+ file.xml

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Directory Structure

To understand directory structure lets look at the following


example
If the following page is personalized at Site level
/oracle/apps/fnd/wf/worklist/webui/AdvancWorklistRG

The page will be stored in MDS repository with following directory


structure
/oracle/apps/fnd/wf/worklist/webui/customizations/
site/0/AdvancWorklistRG

site - customization layer type


0 customization layer value

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Creating New Item
Using the Create Item page we can declaratively add a new item to a
region using the OAF Personalization.

You can create a new item to a region only if, The Add Indexed
Children property of the region has been set to True.

Also when you are using Site, Function, or Localization level for
personalization.

If you make a mistake when you create a new item, such that it causes
the base page to display an error, you can sign on to Oracle Applications
as the 'Functional Administrator responsibility' and remove the
personalization using the 'Manage Personalization Levels' page.

Once created you cannot update the personalization Level, Item Style
and the item Id.

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Available Items
Attachment Image
Button
Flex
Form Value
Formatted Text
Image
Link
Message Styled Text / Message Text Input
Tip Message
Message LOV Input
Message Radio Group
Message Check Box
Message Choice
Separator

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Deploying Personalizations

The following tools are used in deploying personalizations:

XMLExporter export personalization from MDS


repository to .xml file
XMLImporter import personalizations into MDS
repository
JPXImporter imports substitutions specified in the.jpx to
file to the MDS repository

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Isolating Personalization
Set Disable Self-Service Personal profile to YES.

Use Personalization Tab in About the Page link

Use Functional Administrator responsibility to Deactivate, Activate


and Delete personalization's

Use JDR_UTILS to
listcustomizations
printdocument
deletedocument

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Personalization Vs Customization

Personalization the ability to declaratively alter (in


XML) the pages UI to meet business need.

Customization The functionality achieved by any


programmatic (in Java) extension to meet business
need

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Personalization Vs Customization

Personalization Customization
Done in Page? Yes No
Special Tool? No Yes
Programming? No Yes
Likely to survive Yes No
Upgrade

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More Resources (OAF)

Oracle Application Framework, Personalization Guide


Part No. B31347-01

Oracle Application Framework, Personalization Guide


Part No. B25439-01

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D E M O N S T R A T I O N

2009 Oracle Corporation Proprietary and Confidential


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Send your question

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According to Procurement Advisor Webcast Calendar [ID 1083713.1] , you can join the "APPROVAL WORKFLOW
TROUBLESHOOTING " Advisor Webcast (Tuesday, February 15th, 2011 at 14:00 UK Time).

To Register: https://oracleaw.webex.com/oracleaw/onstage/g.php?d=594603634&t=a

For More Details: EBS PROCUREMENT - APPROVAL WORKFLOW TROUBLESHOOTING (Doc ID 1279616.1)

THANK YOU

2010 Oracle Corporation Proprietary and Confidential


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