Contenu connexe Similaire à Extensibility (20) Plus de mohamed refaei (20) Extensibility1. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor1
Fusion Applications - Extensibility
Platform Technology Solutions
2. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor2
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.
Safe Harbor Statement
3. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor3
The information in this presentation is correct as of the presentation date.
However, Oracle Sales Cloud continues to evolve and software patches are
applied frequently; therefore this information is subject to
change. Check with your Oracle Representative for updates.
This content is not warranted to be error-free.
Content Subject to Change
4. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor4
Topics
Extensibility Capabilities
Sandboxes
Conflict Resolution
Customization
Personalization
5. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor5
Overview: What is Extensibility?
Modify existing applications
Extend existing applications
See modifications immediately
Add new modules
All within the standards-based Oracle Fusion Middleware Platform
6. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor6
Terminology
7. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor7
Strategy: Layered Customizations
Upgrade-Proof with Metadata Services Repository
Key Capabilities:
Common metadata store
Set up personalized content and services
for users
Stored as layers on top of base
application
Benefits:
Insulates users from updates and
patches
Used throughout Oracle stack – business
processes, business intelligence and
applications
1. Base Application
Deployed
2. OnSite Branding
3. LOB Branding
4. User Personalization
and more…
8. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor8
Steps for Customization
1. Create the sandbox in the test environment.
2. Make changes in the sandbox.
3. When satisfied with personalization download the customizations
file. IMPORTANT: This step needs to be completed before you
publish customizations to the sandbox or you will lose all the
changes for migration.
4. Publish changes to the test environment.
5. Import downloaded file to the production environment.
9. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor9
Sandboxes
10. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor10
Sandboxes
Temporary copies of portions of the MDS that are used to test
customizations before deploying them
– Created by developers to make and test customizations
– Can be published once testing is complete
– Can be discarded if the customizations are unsatisfactory
– Exist until they are explicitly deleted or published
Start With a “Snapshot" of a point in time
– If another user modifies the mainline, the sandbox will contain stale information.
IMPORTANT: While sandboxes prevent end users from seeing in-
progress customizations, they do not prevent two developers in two
different sandboxes from working on the same object.
11. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor11
Sandboxes
Sandboxes intended for migration
Sandboxes intended for testing only
12. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor12
Sandbox Manager
A tool for managing the different types of customization changes that
can be applied to an application.
The different types of sandboxes are:
• Metadata - The metadata sandbox supports making changes to the
application's metadata stored in the MDS.
• Security - The security-enabled sandbox supports making data
security changes.
• Flexfield - Use the flexfield pages to make changes to flexfields and
deploy the flexfield to the sandbox.
13. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor13
Active Sandboxes
A developer must activate a sandbox before customizing in it.
– Ensures that all customizations made by the developer are stored in the
sandbox copy of the MDS
Each developer may have only one sandbox active at a time.
– Any number of sandboxes can be created but not active
A currently-active sandbox is shown at the top of the application
screen.
An active sandbox
An active sandbox
14. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor14
Publishing Sandboxes
Copying sandbox metadata to the mainline is referred to as
"publishing" the sandbox:
– Overwrites existing customization files with the sandbox versions of the
files.
– All sandbox customizations are immediately available to all users.
– The sandbox is marked as read-only and is only visible in the list of
published sandboxes.
Publish a sandbox to copy its metadata to
the mainline metadata
15. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor15
Integration Sandboxes
– Created specifically to contain all approved modifications.
This sandbox is the only sandbox that is published.
Developer 1
Developer 2
Session 1
Session 2
MDS Database
Developer 1 performs
customization 1
Developer 2 performs
customization 2
Both developers migrate their
customizations into the
integration sandbox
Sandbox 2
Sandbox 1
Developer 1 customizes in
Sandbox 1
Developer 2 customizes in
Sandbox 2
Integration
Sandbox
Only the integration sandbox
is published
16. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor16
Working with Integration Sandboxes
With an integration sandbox:
– Each developer uses a dedicated sandbox to make his or her own
customizations.
– Once those customizations are completed, tested, and approved, each
developer re-keys his or her customizations into the integration
sandbox.
– The integration sandbox is the only sandbox published.
17. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor17
Conflict Resolution
2 types of conflicts:
– Conflicts within a sandbox:
Users overwriting changes created by other users, either directly by
changing the same artifact, or indirectly by affecting files that are
shared between the artifacts.
– Conflicts between sandboxes (intended for publishing only):
Multiple sandboxes with the same customized artifact publishing to
the mainline.
18. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor18
Conflict Resolution
Managed at several levels:
– If two developers in the same sandbox both try to update the same
object, the second developer is warned that the object is in use and his
or her modifications will not be saved.
Violated recommended practice of one developer per sandbox
– If one developer publishes a sandbox and a second developer tries to
publish a sandbox that modifies one of the already-modified objects,
that developer receives a warning that the object has been updated
outside of the sandbox.
The developer can choose to ignore the warning and publish
anyway, overwriting the original developer's modifications.
19. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor19
Tips for Success: Sandboxes
Create an "Integration Sandbox" before starting development.
– This sandbox will be the "master repository" of approved changes.
One developer per sandbox.
– Each developer has their own private sandbox that will never be published.
Everyone works on separate objects.
– Developers working on the same object in different sandboxes will not see each
other's modifications.
Sandboxes should exist for a short period of time.
– Minimizes the risk of stale data in sandboxes
Never work against the mainline.
20. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor20
Customization
21. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor21
Customization
Customize dashboards and some work areas for all or some users
based on a selected customization layer.
– for example, only for users in a specific. Country
Use Administration menu in the global area
Menu controlled by Admin Roles such as Application
Implementation Consultant
22. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor22
Customization
Add Components to a Page.
Create a Site-Level Saved Search for All Users.
Change the Layout of a Page.
Move Components on a Page.
Customize a Page Title.
Customize a Task List Menu.
Customize Attributes for a Flexfield on a Page.
Customize UI Shell template.
23. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor23
Customization Layers
Customization layers allow you to make customizations that affect
only certain instances of an application
Layers within HCM include :
Site - Customizations made in the Site layer affect users all users.
Country - This layer is used to create customizations for all users
of a specific country.
Organization - Customizations made for a particular organization.
(Legal Entity, Business Unit)
24. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor24
Global Page Template
Use the Page Composer to edit the UI Shell template
– For example, you might want to edit the links available in the global
area (such as removing the Tags link from the header area) or add
company contact information to the footer
You can add, edit, or delete components on the global template.
Use the component catalog; select ADF Faces Components, to
display the list of available components
– For Example, Box (A box in which content can flow vertically or
horizontally ), Hyperlink (Link to a page or a website ), Text, Webpage
Editable components display a blue outline when you place your
cursor over them.
25. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor25
Managing Customizations
Used to view and diagnose runtime customizations that have been
made to application pages
– By default, the Manage Customizations dialog displays the customizations
that have been performed by the logged-in user.
To view customizations:
1. Go to the page for which you wish to view customizations.
2. From the Administration menu, choose Manage Customizations.
3. Change the page for which you are viewing customizations using the
Search field.
4. From the Layer Name dropdown list for the Current Context column,
select the customization layer for which you want to see the
customizations as the user (or users) see it.
26. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor26
Managing Customizations
Rolling Back
– To roll back the customizations for a specific page, use the Manage
Customizations dialog.
– You are rolling back only the customizations for the page, you are not
rolling back the other customizations made at the label's save point.
Downloading and Uploading
– Use the Manage Customizations dialog to download and upload
customization files.
– You may need to download or upload a customization file for the following
reasons
Diagnose issues seen in the test environment
Send files to Oracle Support Services for further diagnosing
27. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor27
Personalization
28. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor28
Personalization
Users can customize dashboard pages, which are visible only to the
user who made them.
Personalization tasks are available only in Design Edit mode, in the
Page Composer - Personalization menu
29. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor29
Page Composer – What you can do?
– Change the local area layout. For example, change a two-column layout
to a three-column layout. In all, eight layouts are available for selection.
– Add, rename, or remove subtabs. You cannot rename or remove
predefined tabs or home tabs.
– Expand or collapse the dashboard regional pane. You can do this by
moving the page splitter location.
– Add or remove panel boxes from the dashboard local area.
– Edit the dashboard panel box properties: show or hide a box, reorder
child regions, or change the display and style options.
– Add, remove, and edit dashboard ADF components: regions,
hyperlinks, images, text boxes, movable boxes, and Web pages.
30. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor30
Migration
31. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor31
Page Composer Migration
– Migrate from Test to Production
– Use a single sandbox for all customizations that you intend to publish and
migrate.
– Ensure the source and target environments are at the same patch level.
– Ensure you do not publish the sandbox in your test environment before
downloading the customization file for migration.
32. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor32
Page Composer Migration - Steps
1. In the sandbox, select Manage Sandboxes from the Administration menu.
2. Download the unpublished sandbox in which your customizations have
been saved.
3. Save the file to your local drive.
4. Publish the sandbox.
5. Log into the production environment, select Manage Sandboxes from the
Administration menu.
6. Import the sandbox file you just downloaded.
7. Set this sandbox as active, and validate the migration was successful.
8. Publish the sandbox to the production environment.
9. Verify all changes were applied in the production environment.
33. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor33
Customization Set Migration
Used to move customizations from one environment to another.
Personalizations are not included.
Access the Customization Set Migration dialog by navigating to the
Navigation menu, Customization Set Migration menu item under the Tools
work area
34. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor34
Customization Set Migration
– includes only the customizations and extensions that you make using the
following tools and features
Page Composer
Tasks and dialogs for configuring descriptive and extensible flexfields
and value sets
Manage Menu Customizations task
Manage Oracle Social Network Objects task
Manage Standard Lookups task
Manage Common Lookups task
Data security policies created or customized using Oracle
Authorization Policy Manager
35. Copyright © 2013, Oracle and/or its affiliates. All rights reserved. Proprietary and Confidential – Distributed to Authorized Customers Subject to Safe Harbor35