from forms to html understanding and using oracle projects html pages l.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
From Forms to HTML: Understanding and Using Oracle Projects’ HTML Pages PowerPoint Presentation
Download Presentation
From Forms to HTML: Understanding and Using Oracle Projects’ HTML Pages

Loading in 2 Seconds...

play fullscreen
1 / 29

From Forms to HTML: Understanding and Using Oracle Projects’ HTML Pages - PowerPoint PPT Presentation


  • 433 Views
  • Uploaded on

From Forms to HTML: Understanding and Using Oracle Projects’ HTML Pages . Edward Charity, Jr. Project Management Systems Consultants (PMSC), LLC. Agenda . Background of the Speaker and Company Objectives of the Presentation Background of the Projects Suite E-Business Suite Architecture

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'From Forms to HTML: Understanding and Using Oracle Projects’ HTML Pages' - oriel


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
from forms to html understanding and using oracle projects html pages

From Forms to HTML: Understanding and Using Oracle Projects’ HTML Pages

Edward Charity, Jr.

Project Management Systems Consultants (PMSC), LLC

agenda
Agenda
  • Background of the Speaker and Company
  • Objectives of the Presentation
  • Background of the Projects Suite
  • E-Business Suite Architecture
    • HTML-Based Applications
    • Forms-Based Applications
  • E-Business Suite Access
    • General and Projects Specific
  • Oracle Applications Framework and Personalizations
    • HTML vs Forms
    • Administrator vs. User Personalizations
  • HTML vs Forms in the Projects Suite
  • Implementation and Use Issues
  • Suggested Resources and Presentations
  • Questions and Answers/Wrap-up
  • Contact Information
background of the speaker
Background of The Speaker
  • Edward Charity, Jr
    • Project Management Systems Consultants (PMSC), LLC – 2001 - Present
    • CapGemini (formerly Ernst & Young) Oracle Service Line – Senior Manager 1996-2001
    • Oracle Corporation, Consulting Services – Managing Principal Consultant 1993-1996
    • Oracle Projects (Project Accounting) Implementation Consultant - 1993-Present
background of pmsc llc
Background of PMSC, LLC
  • Project Management Systems Consultants (PMSC), LLC
    • Formed in 2001
    • Focused Exclusively on Enterprise Project Management Resource and Technology Solutions
    • Commercial, Government, and Government Contracting Clients
    • Services Include: Implementation Strategy and Planning; Implementation Management and Execution; Implementation Team and End-User Training; Implementation Re-work/Rescue, and Special Projects; and Post Production Support
objectives of the presentation
Objectives of the Presentation
  • Provide Implementation and Use Information on HTML- and Forms-based Application Pages in the Projects Suite
    • Explain the technical differences between the two
    • Identify the features and functions accessed using one, the other, or both
    • Identify available knowledge resources
    • Identify Implementation and Use Issue
background of the projects suite
Background of the Projects Suite
  • Originally Project Accounting (Circa 1993)
    • Project Costing and Billing
  • Enterprise Project Management Suite
    • Project Foundations – Primarily Forms-based
      • Not Really A Separate Module
    • Project Costing – Forms-based *
    • Project Billing – Forms-based*
    • Project Management – HTML-based*
    • Project Collaboration – HTML-based
    • Project Resource Management – HTML-based
    • Project Portfolio Analysis – HTML-based
  • Project Contracts – Forms-based
    • Not Really a part of the Projects Suite
    • Actually a component of the Contracts Suite

* The focus of this presentation

e business suite architecture
E-Business Suite Architecture
  • Three-Tiered Architecture
    • Desktop Tier
      • User Interface (UI) via Web Browser
    • Application Tier
      • Host Servers That Process Business Logic
        • HTTP/Web Server for HTML-based Application pages
        • Forms Server for Forms-based Application pages
      • Manages Communications between Desktop and Database Tiers
    • Database Tier
      • Supports and Manages the Oracle Database
      • E-Business Suite Data stored in Oracle Database
e business suite architecture continued
E-Business Suite Architecture (Continued)
  • HTML-Based Applications
    • Key Characteristics:
      • Developed using Oracle Application Framework development platform
      • Do not use Oracle Forms as the User Interface (UI)
      • Designed and Developed using pure HTML and JavaScript
      • Dynamically generate HTML pages by executing Java code
      • Use a Metadata dictionary for flexible layout
      • Operate by direct connection to the Web Server
e business suite architecture continued9
E-Business Suite Architecture (Continued)
  • Forms-Based Applications
    • Key Characteristics:
      • Developed using Oracle Forms, part of the Oracle Development Suite
      • Connects to the Web Server through JInitiator (Pre R12).
        • JInitiator – A Java Virtual Machine (JVM) used to support Forms-based Oracle Application functions
        • JInitiator replaces the native JVM when accessing Forms-based applications
      • Hosted by the Forms Server
        • Forms Server – Hosts Runtime Engine
        • Forms Server – Mediates communication between the desktop client and database server
e business suite access general
E-Business Suite Access - General
  • E-Business Suite Home Page
    • Single Point of Access:
        • HTML-based applications
        • Forms-based applications
    • User Responsibilities determine access to features and functions
        • Pre-seeded
        • Implementation defined (configured)
e business suite access projects
E-Business Suite Access - Projects
  • Pre-Seeded “Super User” Responsibilities
    • Projects Super User (PSU) – Grants access to a majority of HTML-based menus and functions
      • Covers: Project Management; Project Resource Management; and Project Collaboration
    • Projects Implementation Super User (PISU) - Grants access to a majority of Forms-based menus and functions
      • Covers Project Foundation components; Project Costing; and Project Billing
    • Project Contracts Super User (PCSU) - Grants access to Project Contracts menus and functions
responsibility menu path demo
Responsibility/Menu Path Demo

Demonstration

of

PSU and PISU Menu Paths

oracle applications framework and personalizations
Oracle Applications Framework and Personalizations
  • What is the Applications Framework?
    • Oracle’s forward going development environment
    • Java-based application tier frameworks and associated services
    • Designed to facilitate the rapid deployment of HTML-based application.
oracle applications framework and personalizations continued
Oracle Applications Framework and Personalizations (Continued)
  • What Are Personalizations?
    • Tailoring the UI look-and-feel, layout or visibility of page content to suit a business need or user preference.
    • Translate from delivered UI definitions into client UI definitions
    • Stored separately and thus not affected by product upgrades and patches.
    • Three Types: Development’s; Administrator’s; and End-User’s
oracle applications framework and personalizations continued15
Oracle Applications Framework and Personalizations (Continued)
  • What Are Administrator Personalizations?
    • Personalizations defined by an Applications Administrator
    • Can only be changed or deleted by the Applications Administrator
    • Are visible and usable by all End-Users
    • Grouped into the following levels: Function; Industry; Localization; Site; Organization; Responsibility; and Seeded User
oracle applications framework and personalizations continued16
Oracle Applications Framework and Personalizations (Continued)
  • What are (End) User Personalizations?
    • Limited to use by the user that created them
    • Not seen or usable by other users
html vs forms in the projects suite
HTML vs Forms in the Projects Suite
  • What Functions and Features of the Projects Suite Use:
    • HTML-based pages
    • Forms-based pages
    • Both/Either

See: Functions and Features Matrix

implementation and use issues
Implementation and Use Issues
  • Documentation
  • User Defined Attributes versus Descriptive Flexfields
  • Budgeting and Budgetary Control
  • Microsoft Integration
  • Different Name, Same Feature/Function
  • Date Differences in HTML vs Forms
  • Licensing
implementation and use issues continued
Implementation and Use Issues (Continued)
  • Documentation
    • Implementation and User Guides
      • Don’t make a clear distinction between features and functions available and usable in Forms, HTML, or both.
      • No longer make reference to some features and functions unique to Forms, i.e. Budgeting via existing Budget Types
implementation and use issues continued20
Implementation and Use Issues (Continued)
  • User Defined Attributes versus Descriptive Flexfields
    • User Defined Attributes (UDAs) – Enable you to define project- and task-level attributes that fit the unique needs of your enterprise. “DFFs on Steroids.” They are unique to the HTML-based application pages
    • Descriptive Flexfields (DFF) – Implementation-defined, form-specific storage of enterprise data. Available primarily via Forms, some data viewable from HTML. Availability pre-determined by Applications Development
    • Data for Project and Task DFFs are stored along with project and task data in the PA_PROJECTS_ALL and PA_Tasks tables
    • Data for Projects’ UDAs are stored in the PA_PROJECTS_ERP_EXT_B table
    • Data from both can be used for AutoAccounting, Account Generation and Subledger Accounting (R12)
implementation and use issues21
Implementation and Use Issues
  • Budgeting, Budgetary Control, and Budget Integration
    • New “Plan” Types introduced in Family Pack M (5/05) to accommodate enhanced budgeting engine
    • Existing Budget Types convertible during upgrade
    • Enhanced budgeting unique to HTML pages
    • New Plan types not usable/compatible with Budgetary Control and Budget Integration functionality
    • Different implementation path to use Budgetary Control and/or Budget Integration
    • See also MS Excel Integration Issue
implementation and use issues continued22
Implementation and Use Issues (Continued)
  • Microsoft Integration
    • Budget Entry and Update via MS Excel only accessible through HTML pages
    • MS Project integration available through HTML pages
implementation and use issues continued23
Implementation and Use Issues (Continued)
  • Different Name, Same Feature/Function
    • Customers and Contacts in Forms is the same as Billing Accounts in HTML pages
    • Key Members in Forms is the same as Team Members in HTML pages
    • DFF defined at Project-level in Forms shows up in the Other Information section of Additional Information in HTML pages
    • DFF defined at Financial Task-level in Forms shows up in the Other Task Information section of HTML pages
implementation and use issues continued24
Implementation and Use Issues (Continued)
  • Date Differences in HTML vs Forms
    • Forms Dates:
      • Project Start Date – From Project Quick Entry
      • Task Start Date – Initially Defaults from Project Start Date
      • Project End Date (Conditionally Optional) – From Project Quick Entry
      • Task End Date – Initially Defaults from Project End Date
    • HTML Dates:
      • Target Dates: Defaults from Project Quick Entry
      • Scheduled Dates: Workplan Task-based
      • Baseline Dates: Workplan Task-based
      • Estimated Dates: Workplan Task-based
      • Actual Dates: Workplan Task-based
      • Transaction Dates: Defaults from Project Quick Entry
implementation and use issues continued25
Implementation and Use Issues (Continued)
  • Licensing
    • Separate Licenses for: Costing; Billing; Management; Resource Management; Portfolio; and Collaboration
    • Foundation included with any of the above
    • Question: Can the HTML-based forms be used without Project Management License? Official Answer from Oracle: Yes.
use strategies
Use Strategies
  • Project Definition in HTML
    • If Costing Only, No Problem
    • If Costing and Billing, Agreements, Funding, and Rate Schedules in Forms
  • Project Definition in Forms
    • Unable to Utilize UDAs and HTML Personalizations
    • DFFs, Class Categories and Codes may be sufficient to meet requirements
suggested resources
Suggested Resources
  • Oracle Applications Framework Personalization Guide - MetaLink Document Number B25439-02 (R 11.5.10.2)
    • Chapter 3, Personalizing Your Pages and Portlets
    • Chapter 4, Administrative-Level Personalizations
    • Chapter 6, User-Level Personalization User Interface
  • Oracle Projects Implementation Guide - MetaLink Document Number B12389-04 (R 11.5.10.2)
    • Special Emphasis on Page Layouts and Personalizations– Beginning at Page 2-123
  • MetaLink Documents
    • Dates in Self Service Web Application vs Forms-Based Projects Application – ML Doc ID: Note: 361507.1 Dated 25-OCT-2006
suggested oaug presentations
Suggested OAUG Presentations
  • The Magic Bullet for Oracle Project Customizations: User Defined Attributes
  • Unfold the Mystic Power of Page Layouts and Personalization in Oracle Projects
contact information
Contact Information

Project Management Systems Consultants (PMSC), LLC

echarity@pmsc-llc.com

703-532-1259 Voice/Fax

703-244-9407 Cell

www.pmsc-llc.com