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UKOUG Apps17 Mon 4th December 2017
Moving Customizations To The Cloud
Richard BinghamOracle Product Developmenthttp://blogs.oracle.com/FADevRel
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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 decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
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Program Agenda
Customization Story
Analyze: Where Are We Now
Evolve: Where Do We Want/Need To Be
Map: How Can We Get There
Extend: Can We Go Further
Summary
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Program Agenda
Customization Story
Analyze: Where Are We Now
Evolve: Where Do We Want/Need To Be
Map: How Can We Get There
Extend: Can We Go Further
Summary
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2
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5
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Customization History
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“The vast majority (90%) of ERP users have incorporated at least some level of customization in their systems” Panorama Consulting
“Heavily customized ERP implementations should be relegated to "legacy" status, indicating their increasing irrelevance in the modern enterprise environment” Gartner
“On average, global midsize firms that have shifted their ERP applications to the cloud are spending 30% less and are growing revenues by 35% more on an annual basis than those midsize firms that have remained onpremise” AMI Research
“Roughly 90% [customers] expect to not customize their ERP system when they start [an implementation]” Panorama Consulting.
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Reduced the Need for Customization
• Adopt Business Best Practice
– Functional Feature Design
– User Experience• Simple and Intuitive
• Fewer Clicks, Scrolls etc
– Analytics Where You Need It
• Leverage New Flexibility
– Configurations
– Options and Choices
– Industry Solutions
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Migration: Some Utilities Exist
• Cloud Loaders & Web Services
– Functional Configurations
– Business Objects / Metadata
– Transactional Data
• But ... no wholesale lift-and-shift exists. And that’s a good thing...
– 1 ≠ 1
– Very Complex
– Very High Risk
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Customization Classifications
• User Interface
– Changes & Additions To Pages and Forms
– New Pages and Forms
• Additional Data
• Business Processes
– UI & Transaction Flow
– Workflow / Event-based
– Scheduled Processes
• Custom Code
• Reports and Analytics
• Function and Data Security (Roles and Policies)
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Customization Semantics
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• Configure = Change some individual settings (e.g. Profile)
• Tailor = Set some properties (e.g. Branding)
• Customize = Change some visual/process pieces (e.g. Composer)
• Extend = Add some new things (e.g. Page Integrations)
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Customization Migration: A Common-Sense Methodology
• Use a Structured Approach
• Agreed by Stakeholders
• Reduce Risk
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Analyze
• Today
Evolve
• Destination
Map
• Source to Target
Extend
• Enhance
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Program Agenda
Customization Story
Analyze: Where Are We Now
Evolve: Where Do We Want/Need To Be
Map: How Can We Get There
Extend: Can We Go Further
Summary
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1
3
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5
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Analyze: Do An Audit
• Why Do They Exist?
– Does the new application replace the requirement?
– Is the business need still relevant?
• How Much Are These Used?– When, Why, How, By Whom?
– Real statistics
• What Are They?
– Functionality / Design
– Technical Implementation
– Who created them, When and How?
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• Check Documentation
• Design & Specifications
• System Implementation
• Use Administration Tools
• Reports & Screens
• Use Sysadmin / Developers
• Custom Reports & Scripts
• Code check
• Support & Maintenance Costs
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Analyze: Go Looking
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Analyze: Go Looking Deeper
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OAF, Java
PL/SQL
Tables, Indexes
Forms, Reports, Scripts
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Program Agenda
Customization Story
Analyze: Where Are We Now
Evolve: Where Do We Want/Need To Be
Map: How Can We Get There
Extend: Can We Go Further
Summary
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1
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5
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Evolve: Design The Future
• What MUST you still customize?
– Five WHY’s
– Impact Analysis
– Rigorous Stakeholder Approvals
• Is it what Business Users Really want?
– Can you Improve the design
– Use a better business process
• Run cost:benefit option comparisons
• Post-Implementation: Revisit After Upgrade
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Program Agenda
Customization Story
Analyze: Where Are We Now
Evolve: Where Do We Want/Need To Be
Map: How Can We Get There
Extend: Can We Go Further
Summary
4
1
2
3
5
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Create a Map
• Understand what is Possible
– Architectural Design
– Functionality
– Embedded Features / Technologies
– Extension Features / Technologies
• Understand what is Involved– Implementation
– Maintenance
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Create a Map: Source to Target
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Customization Classification TODAY (E-Business Suite) GOAL (Fusion Cloud Applications)
User Interface Forms and OAF ADF Pages
Analytics BI Apps Analytics OBIEE
Reports BI Publisher BI Publisher
Additional Data DFF & Custom Tables/Code DFF, EFF & App/Data Composer
Business Processes Functional Configuration & Workflow
Config / Data Composer / SOACS / PCS
Custom Code PLSQL/C/Java PaaS Service Integration
Scheduled Jobs Concurrent Jobs Enterprise Scheduling Service
Function & Data Security FND Responsibilities / Functions / Menus
Security Console
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Customization Storage: Meta Data Services (MDS)
• Forms an Overlay
• Base Document Untouched
• Upgrade Safe
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UI: Theme and Text
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UI: Structure
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Custom Items
Dynamic Show/Hide
Custom Folders
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UI: Announcements
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• Rich Text & Media
• Shows on Homepage
• Start/End Date
• Combine with
– Custom Help Content
– Custom Infolets
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UI: Page Composer
• Page Component Properties
• Runtime Expressions
• Custom Reusable Values
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UI: Page Composer - Content
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UI: Page Integration Wizard
• New Pages
• New Tabs
• Source: URLs or Containers
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UI: Mobile Apps Configuration
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• Show/Hide Fields• Show/Hide Tabs• Add Analytics
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Data: Application Composer
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• Custom Objects & Fields• Code: Rules and Triggers• UI Layouts
https://youtu.be/dsxTp864a1c
Sales CloudProject Portfolio ManagementSCM Cloud (Innovation Management)
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BI: Composer
• BI & BIP Wizards
• Full OBIEE Authoring
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Program Agenda
Customization Story
Analyze: Where Are We Now
Evolve: Where Do We Want/Need To Be
Map: How Can We Get There
Extend: Can We Go Further
Summary
5
1
2
3
4
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Extend: Not The Same ... Better
• Use The Advanced Options
– Branding / Look-and-Feel
– Embedded Applications
• Proven Packaged Partner Solutions– Oracle Cloud Marketplace
• Integration
– Your OnPremises/Cloud Apps
• Deploy New Solutions on Oracle PaaS
– Mobile Apps, JavaScript, JavaEE, DB-APEX, SOA and BPM, Node.js and more
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Extend: PaaS
• Extensive Capabilities
• Cloud-First Features
• Managed by Oracle
• Integration-ready
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https://blogs.oracle.com/fadevrel/tags/paas4saas + More...
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Extend: Add Apps from Oracle Cloud Marketplace
• ISV Partner Apps
• Tried and Tested
• Designed for Oracle Cloud
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Extend: Integrate via APIs
• Web Services
– REST
– SOAP
– ATOM
• Loaders
– Files
– Spreadsheet
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My Session: Wednesday 10am
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Program Agenda
Customization Story
Analyze: Where Are We Now
Evolve: Where Do We Want/Need To Be
Map: How Can We Get There
Extend: Can We Go Further
Summary6
1
2
3
4
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5
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Summary
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Analyze
• Today
Evolve
• Destination
Map
• Plan A Route
Extend
• Enhance
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Solving The Common Challenges
Traditional Customizations Fusion Cloud Applications
Required For My Industry / To Standout Often in New Functionality or Complementary Services
Hard To Do Done online, in a browser.
Expensive To Build – Requires Technical Specialists For Users, Managers, Administrators
Not Upgrade Safe Are Upgrade Safe
Brittle & Often Complex Mature platforms. Implementation ‘guard-rails’.
Undocumented Shown in MDS Overlay
Static - Not Easily Changed Easy To Adjust – No IT Dept.
Always New (buggy) / No Tried-and-Tested Custom Solutions
Oracle Cloud Marketplace
High TCO & Maintenance Ring-fenced in MDS Overlay
Little Support Standard Functionality – low/no code.
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My Team
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ASK: http://bit.ly/CustForumOver 600 questions answered
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QUESTIONS?
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