ca8257c5-bb12-4e37-9ba4-110494369bcc.pptx

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1. EnterpriseOne 9.2(ish) Personalization & Productivity 1 Gabriel Ramos Knowledge Solutions Presented by JDEtips, Inc. Speaker: Forget Waldo... Where’s Fast Path??!! Can you find it? Prepared for: E1 Tech SIG

2. EnterpriseOne 9.2(ish) Personalization & Productivity 2 Gabriel Ramos Knowledge Solutions Presented by JDEtips, Inc. Speaker: The icon to get to Fast Path is on the side of the bus. Prepared for: E1 Tech SIG

3. Home Screen (E1 Splash Screen)

4. Fast Path

5. References All content in this presentation is referenced from Oracle© via the following sources: Oracle Implementation Guides LearnJDE.com (Oracle Learning Library) Oracle’s YouTube channel Oracle PPT Presentations

6. Why? To enable productivity via personalization. "Citizen Developers" create highly personalized screen layouts for each role or process; without the need of traditional coding skills.

7. Features & Enhancements One View Financial Statements Watchlists Internet of Things ( IoT ) Orchestration Studio Pages Composer User Defined Objects (UDOs) Simplified Upgrades New Additions Advanced Job Forecasting Outbound Inventory Management Rental Management Revenue Recognition

8. What is a Citizen Developer? Citizen Developers are: Users authorized (given security access in JDE) to create personalized UIs via the new tools in 9.2— IoT Orchestration Studio, Pages Composer, One View Financial Statements (OVFS), Café One, etc.

9. One View Financial Statements OVFS = Users design their own highly personalized reports. vs. OVR = Tasking IT to develop reports. OVFS (G0915) is a ‘light’ version of One View Reporting (OVR).

10. OVFS – Reports Balance Sheet by BU Consolidated Balance Sheet by BU Income Statement by BU Consolidated Income Statement by BU Four pre-loaded OVFS reports are included with licensing. You may transfer reports across environments.

11. OVFS – Report Configuration OVFS reports are configured by: Placing Row Definitions (P09310) and Column Definitions (P09320) onto Statement Definitions (P09340). Assigning layout versions to your Statement Definitions. Using BI Publisher Layout Editor to drag-and-drop design each of your reports (layout versions).

12. OVFS – Considerations Companies must have an OVR license to utilize OVFS. OVFS “citizen developers" should be familiar with OVR functionality, Query Manager, and BI Publisher Layout Editor. OVFS uses modified versions of Query Manager and OVR functionality. 22 modules store records from which reports can be generated. Reports are designed by pulling records from the Accounts Master (F0901), Account Balances (F0902), and Business Unit Master (F0006) tables.

13. OVFS – Number of Records Queried How many records does the system retrieve when extracting data? We did not find an official maximum noted in the Implementation Guide—the default system limitation is 10,000 records. The default configuration setting in OVR/OVFS (unless changed) for retrieve record count is 500. Typical OVR/OVFS demos likely use the default 500 retrieval setting, which is why reports in those demos render so quickly. “One View Reporting is an interactive solution that is not designed to retrieve tens of thousands of database records. If you need to work with a large amount of data, using either the Read Only JDBC driver or a UBE report will provide better performance.” - Oracle’s One View Administration Guide

14. OVFS – Conclusion https://docs.oracle.com/cd/E64610_01/EOARW/intro_fin_rpt_writer.htm#EOARW107 Oracle's Introduction to One View Financial Statements includes how to set up your system and create reports.

15. Watchlists Using real-time information, watchlists alert users to data such as approaching/passed thresholds or outstanding tasks. Data updates when a user opens the Watchlist menu, or on a set refresh rate. Watchlist notifications use bold and red formatting to easily identify warnings or passed thresholds. Watchlists are user-defined notifications. The major benefit is immediate recognition of data. One View Financial Statements Watchlists IoT Orchestration Studio Pages Composer User Defined Objects (UDOs) Simplified Upgrades New Additions

16. Watchlists Available as a main menu dropdown next to Favorites, or in E1 pages.

17. Watchlists – Configuration Users define criteria for their watchlist notifications The data displayed on a watchlist comes from saved queries. Users first create each of the queries within each application for every watchlist notification desired. The Watchlist Management tab is used to assign the query desired and thresholds to be displayed. https://docs.oracle.com/cd/E16582_01/doc.91/e39041/undstd_watchlists.htm#EOAWL107 Oracle's One View Watchlists Implementation Guide shows you how to create Watchlists.

18. Internet of Things ( IoT ) Orchestration Studio Orchestrations are immediate, real-time transformation of raw data from third-party IoT devices (such as sensors) to valuable and transaction-capable information in E1 applications. An orchestration is a master process defined by four components: - white lists - rules engine - cross-references - service requests Orchestration Studio houses/manages all orchestrations. Access to the Studio is via a URL provided by your System Admin. One View Financial Statements Watchlists IoT Orchestration Studio Pages Composer User Defined Objects (UDOs) Simplified Upgrades New Additions

19. ( IoT ) Orchestration Studio – Benefits For mobile devices, no Java is required. (in most cases) Using Studio for development becomes the simpler and better choice when connecting mobile devices. ( The AIS server instead calls for metadata) Benefits of Using Orchestration Studio over BSSV

20. Orchestration Studio – Requirements 1. Use of Server Manager to deploy: - an E1 AIS (Application Interface Services) server configuration to run the Client . - an ADF (Application Development Framework) server to run the Studio . 2. Tools release 9.2.0.2 (9.1.5.5 for E1 release 9.1). 3. You'll need to download several IoT Orchestration Components from the Update Center. https://docs.oracle.com/cd/E53430_01/EOTOT/understand_iot.htm#EOTOT107 Oracle's Internet of Things Orchestrator Guide includes how to set up your system and design and manage orchestrations.

21. ( IoT ) Orchestration Studio / BSSV BSSV (or IT staff) = SOAP protocol. Data is passed in as XML docs. JSON key/value pairs to create your white lists, cross-references, rules, and service requests. vs. Will Orchestrator replace Business Services? No. IoT (or Citizen Developer) = REST service protocol. Orchestration Studio uses applications to generate XML/JSON behind the scenes. The Business Service Cross Reference (P952000) application is used to create and manage cross-references and white list records for IoT orchestrations.

22. Provide multiple content types on a single page: - Web pages - E1 apps - OVRs - Watchlists - Classic pages - Designer panes - External URLs - OBIEE objects - ADF apps Drag-and-drop tool of Pages Generator. Pages Composer One View Financial Statements Watchlists IoT Orchestration Studio Pages Composer User Defined Objects (UDOs) Simplified Upgrades New Additions

23. You do not need to know HTML/Java You can re-size content frames at runtime. Composed pages are supported on mobile devices. Pros for using Composer Pages Composer vs. Pages Generator Limited to a single use of the following content types (per page): Only one ADF app is allowed. Only one OVR report is allowed. Only one Watchlist is allowed. Con to using Composer

24. Once Composer launches, select Create to define your Product Code & Description . Then click the Create New Content icon to select your content type: Click Manage Pages, then click Compose Pages Pages Composer – Access

25. The system considers security permissions when using composed pages. You must have access for any content type you want to add on your page. Roles & Security Pages Composer https://docs.oracle.com/cd/E53430_01/EOTFO/jde_e1_web_user_interface.htm#EOTFO540 Understand more about each content type (such as the designer pane is how you insert E1 app buttons) and working with composed pages through Oracle's EnterpriseOne Tools Foundation Guide .

26. Queries Grid formats Composite Application Frameworks (Café One) One View Reports Watchlists Classic E1 pages Composed pages Images UDOs are One of Eight Web Objects User Defined Objects (UDOs) OVFS Watchlists IoT Orchestration Studio Pages Composer User Defined Objects Simplified Upgrades New Additions

27. P9822OU is used to manage UDOs. This application helps you control the life cycle for creation & management. P9822OW is a "web OMW" (object management workbench) created specifically for importing & exporting UDOs. UDOs are not stored locally; they work strictly with tables. Work with User Defined Objects (P9822OU) UDO Management

28. User Defined Objects – Resource https://docs.oracle.com/cd/E53430_01/EOTPR/approval_app.htm#EOTPR00033 Oracle's User Defined Objects Approval Application Guide will step you through the UDO approval process

29. Simplified Upgrade minimizes the time it takes to: Retrofit objects (customized JDE objects only) Test Apply updates (table conversions run automatically) Between E1 releases 9.1 and 9.2: 17,000 objects have been added, updated, or replaced. 1,400 are new objects, and about 1,000 will be removed. New objects or objects that have changed. Simplified Upgrades OVFS Watchlists IoT Orchestration Studio Pages Composer User Defined Objects Simplified Upgrades New Additions

30. Use the Impact Analysis Tool (P96711) and Report (R96711) Run P96711 to determine the impact upgrading has on all of your objects. Fewer matches of mods affected = less work. Use Simplified Upgrade. Simplified Upgrade is intended for clients using release 9.0 update 2 and later. Simplified Upgrades – Who?

31. Simplified Upgrades – Resources http://docs.oracle.com/cd/E64610_01/EOANC/preface.htm#EOANC101 Oracle's Release Net Change guide: https://apex.oracle.com/pls/apex/f?p=24153:4:4130450495390 ::::: Oracle’s Functional/Technical comparisons between releases: (Log in to Oracle.com, accept the terms, select EnterpriseOne for the product, click “Compare Releases” in the top menu, and enter your comparison criteria.)

32. Advanced Job Forecasting - a single user interface to view and manage job forecasts. Outbound Inventory Management - vendor-managed inventory (VMI) or consignment inventory services. Rental Management - Manage renting out your capital equipment or inventory. Revenue Recognition - a performance-based recognition vs. invoicing recognition. New functionality available with E1 9.2: New Additions OVFS Watchlists IoT Orchestration Studio Pages Composer User Defined Objects Simplified Upgrades New Additions

33. Advanced Job Forecasting https://apexapps.oracle.com/pls/apex/f?p=44785:141:::::P141_PAGE_ID,P141_SECTION_ID:343,2836 Outbound Inventory Management https://apexapps.oracle.com/pls/apex/f?p=44785:141:108739735726776::NO::P141_PAGE_ID,P141_SECTION_ID:343,2505 Rental Management https://apexapps.oracle.com/pls/apex/f?p=44785:141:::::P141_PAGE_ID,P141_SECTION_ID:343,2583 Revenue Recognition https://apexapps.oracle.com/pls/apex/f?p=44785:141:::::P141_PAGE_ID,P141_SECTION_ID:343,2506 Links for more information: New Additions OVFS Watchlists IoT Orchestration Studio Pages Composer User Defined Objects Simplified Upgrades New Additions

34. 34 Conclusion Thank you for your time! (one more slide about JDEtips, Inc...)

35. 6,300 clients trained 18 EnterpriseOne training manuals (8,100 pages of materials) Knowledge Express: 736 articles (8,250 pages of documentation) All training is conducted by a live Instructor. May, June, & July Training Schedule: www.JDEtips.com/Public-Training www.JDEtips.com