User Defined Web Objects - Quest Oracle Community

Sherri Conrardy & Tanya Johnson

April 19, 2020

User Defined Web ObjectsSession ID: 112480

Introductions

What are User Defined Objects?

General Types of UDOs

UDO Process

UDO Security

Wrap up & Best Practices

Agenda

Introductions

Tanya Johnson ALLOut Consultant and Trainer

Sherri ConrardyALLOut Account Manager

What are UDOs?

• What is a UDO?

• UDO Citizen Developer

• What about UXOne?

#C20LV

What is a UDO?User Defined Object

• Toolset that helps users (citizen developers) personalize web objects and change the way we interface with EnterpriseOne

• Delivers information at the user’s fingertips

• Allows you to create your own UDO to “Alert, Analyze and Act” for your specific needs (it will depend on your permissions)

• Improved Overall user Experience

• Reduce ERP System Cost of Ownership

• They have their own security

#C20LV

UDO Citizen Developer• All Users Can Create

• Who Can Request Publish

• Who Can Publish

• Who Can Manage Security

• Various Schools of Thought• Remember they are restricted to

features Enabled

#C20LV

What is UXOne?

User eXperience for EnterpriseOne users

• Role-based solutions (delivered)

• Out of the box UXOne roles

• Information at the user’s finger tips “Alert, Analyze and Act”• Alert – Contains watchlists that enable you to

define information to which you would like to be alerted.

• Analyze – Provides data visualizations that enable you to analyze your data in charts that are more intuitive and characteristic in nature.

• Act – Springboards that enable you to quickly launch tasks such as EnterpriseOne applications, batch programs, and ADF applications.Improved Overall user Experience

#C20LV

What is UXOne? • Things to know before implementing

• Tools 9.2 Update 1

• Installation of updates in the Change Assistant Query "UX One - All" ** (located under Search for Packages/JD Edwards/Electronic Software Updates/9.2) includes:

• All ESUs needed

• ADF Components

• UDO Components

• All components must be installed for UX One to function. Two optional Data Packs are intended for Demo Environments only. Because they replace business data, use the data packs only for demo environment:

• Data Pack 1: UX One Security Roles

• Data Pack 2: Demo Data

E1 Pages

Classic 9.2.0.2

Composed 9.2.0.2

Form

Extensions9.2.2.4

Search

Groups9.2.1.2

Orchestration

Components

9.2.1

Notifications

9.2.2Schedules

9.2.2

Personal

Forms9.2.1

Images9.2.0.2

One View

Watchlists

One View

Reports

CAFÉ’sComposite

Application

Framework

9.2.0.2

Grid

FormatsQueries

UDOTypes

What UDOs Are Available?

#C20LV

QueriesSelect Fields and QBE columns from

a form and add conditions to in order to make the search criteria

more specific

*

#C20LV

Grid FormatsSelect the columns to display, the sequence in which you want them displayed, and how information is

displayed in your grid.

*

#C20LV

CafeOneComposite Application Framework A user interface framework that

enables JDE EnterpriseOneapplications to integrate with

multiple third-party content and applications, as well as other EnterpriseOne applications

*

#C20LV

One View ReportsA Business Intelligence (BI) Publisher

data model, a BI Publisher report, and the report definition for the One View Report, which is the metadata

for the report and resides in JD Edwards EnterpriseOne

*

#C20LV

One View Watchlists

A collection of items that match user-defined criteria and contain information to which you have

selected to be alerted

*

View WatchlistLet’s take a LOOK…

#C20LV

Images(Release 9.2.0.2) - a custom or a

user defined graphic you can add to various components in the Designer

Pane of Page Composer. The components in the Designer Pane

include EnterpriseOne applications, batch versions, tasks, ADF

applications, and Watchlists.

*

#C20LV

Form Personalization(Release 9.2.1) - customization of the

EnterpriseOne applications UI by using an interface that does not

require any Form Design Aid (FDA) based modifications.

(9.2.2.4) - adding additional columns based on a view or advanced query (see Form

Extensions)

*

#C20LV

Schedules

(Release 9.2.2) - components created in the JD Edwards EnterpriseOne

Orchestrator Studio that define how often the system should execute a

notification or orchestration.

*

#C20LV

Notifications(Release 9.2.2) - components created in the

JD Edwards EnterpriseOne Orchestrator Studio that enable the system to notify you of business events as they happen without

the need for you to be online

*

#C20LV

Orchestration Components (Release 9.2.1) - components created in

the JD Edwards EnterpriseOneOrchestrator Studio that comprise a

complete orchestration, which the JDE EnterpriseOne IoT Orchestrator

processes to enable the immediate, real-time transfer of IoT data to JDE EnterpriseOne. Each orchestration

component type–orchestration, service request, rule, cross reference, and

white list–is a separate UDO type in EnterpriseOne.

*

#C20LV

EnterpriseOne Search(Release 9.2.1.2) - search criteria that you can design to search for records across transactional or

master data within EnterpriseOne. These search groups are utilized by the EnterpriseOne Search feature.

*

#C20LV

Form Extensions

(Release 9.2.2.4) - extensibility framework that enables you to extend an E1 form without

customizations.

It can be used to do the following:

• Add available (unused) business view columns as additional form controls on the form header & grid on all query-only forms and (Release 9.2.3) edit forms, except Power Edit form.

• (Release 9.2.3.3) Add available (unused) table columns associated with a business view as additional form controls.

• (Release 9.2.3.3) Associate an orchestration with form & control events on an E1 form.

The capability is available on the following forms:

• Find/Browse

• Search/Select

• Parent/Child

• Fix/Inspect (Release 9.2.3)

• Header Detail (Release 9.2.3)

• Headerless Detail (Release 9.2.3)

• Power Browse (Release 9.2.3) *

#C20LV

EnterpriseOne Pages Classic EnterpriseOne Pages (Release 9.2.0.2) - E1 pages that enables you to

work on multiple E1 applications. Classic Pages are HTML files and can contain any

HTML-enabled functionality, such as interactive process flows, URL links and

web pages, company logos & so on.

Composed EnterpriseOne Pages (Release 9.2.0.2) - E1 pages with user defined

layouts that enables you to access Designer Panes, Watchlist Panes, Classic Pages, EnterpriseOne applications, One

View Reports, web pages, OBIEE objects, and ADF applications. Composed E1 Pages

differ from Classic Pages in that they do not require you to have HTML coding

knowledge. You create and design your Composed E1 Pages by using the Page

Composer.

*

How do UDO?

How do we create a UDO & make it available to the appropriate users?

*

#C20LV

Preview of the ProcessLook at the “Big Picture” and start

thinking about how it all fits together.

Start thinking about:• Who will perform each step?• What sort of policies/naming

conventions are needed?• What decisions need to be made

BEFORE you start?• What will you be stuck with?

Create

Citizen Developer

Request to Publish

Citizen Developer

Available for Use

End User

Create View Security

Security Administrator

Review Pending Items

Owner

UDO Process

Approve and Publish

Owner

#C20LV

Create & Use

• Program / UDO availability

• Design Panel

• “Personal UDO”

#C20LV

Request to Publish

• This UDO is too good to keep to myself!

• Now What??

#C20LV

Review Pending Items

• What UDOs are awaiting approval?

• Which ones should be approved, which ones should be reworked?

• Or even rejected?

• Does the name fit the naming convention?

• Does it duplicate functionality of an existing UDO?

#C20LV

Approve and Publish

• Should be done by a real owner

• Responsibility can be either centralized with business rules or business owned

• Determine how this fits into the standard change management lifecycle

• Be sure to include a communication plan

P98220WLet’s take a LOOK…

UDO Security

• Can U-DO?

#C20LV

UDO Security Best Practices

• Determine what UDO Types will be Utilized (Feature)• This includes content and should be a business

decision

• Establish who is responsible for creating UDO content (Action)• It is recommended that this is a UDO team or

power user function i.e. owned by the business• Restrict at the public level and grant back to the

appropriate User/Role

• Control who is responsible for authorizing UDOs e.g. Business Owner or Department Manager• Only grant access (and update) to P98220U

• Align Access (View) with Standard Security Roles

• Application Security is Required

Feature & ContentEnable Types

ActionWho Can Create, Publish or Modify

ViewWhat Users, Roles or *Public can view

ALLOutHow the ALLOut Toolset Can Help

UDO Security

Action View

Feature &

Content

UDO Promotion

Wrap Up

#C20LV

UDO Types

Let’s put all of the pieces together!

Session ID:

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