Oracle OpenWorld 2009 AIA Best Practices

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Jedi Masters Reveal: Foundation Pack Best PracticesBuilding Process Integrations

Rajesh RahejaSenior Director, AIA Development

October 13, 2009

Ivan LazarovDirector, AIA Product Management

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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AIA Foundation Pack: Accelerates Time to ValueBest Practice Process, Shared Services, Design Patterns, Standards

Oracle Database- 10G, EM, CAMM WebLogic Suite- OC4J

Oracle SOA Suite- BPEL, ESB, OSB, ODI

Oracle WebCenter Suite / ADF 11g

SAP

AIAAIA Foundation Pack Foundation Pack

Application Connectors

Predefined Application Integration Content that works with Oracle Fusion Middleware to speed the development of loosely-coupled process integrations.

Core Components:•Reference Process Models: User based activity and task flows

•Standardized Business Objects / Services: Common vocabulary, reusable Services, Fusion Applications compatible

•Programming Models and Methodology: Same approach used by Oracle Development, supports both web service, batch and UI

•Integration Governance: Service Repository, Error Handling, Automation Utilities, XSL Mapping Analyzer

•Developer Utility Tools: Artifact Generator,, PIP Auditor, Build Tokenizer

CanonicalLayer (EBO/EBS)

Pre-Defined Reference Patterns

IntegrationArchitecture

FMW Methodology Integration Governance Tools

Developer Utilities…

CustomERP/CRM

OracleIndustry Apps

& MDM


Integration Project Phases

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Project Planning

Requirements, Architecture and Design

Extensions or new Development

End to End Integration Testing

Implementation and Rollout

5% 35% 20% 35% 5%

Typical Integration Project Phases and Time Spent

Improve Visibility and Deliver Incremental Valuewith Agile Planning

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Tips from the trenches

• Plan the entire project release

• Optimize use of skilled resources

• Commit to dependencies upfront

• Story = working integration flow

• Keep documentation lean

• Plan integration testing sprints

• Adopt continuous integration

Certain In-house SOA Skills are a Must Have

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Critical Roles and Skills

Enterprise Solution Architect

SOA Integration Architect

SOA Developer

CONSULTINGGlobal Business Services

Sample AIA Partner Ecosystem

How do you get these

Harness existing architects

AIA training, documentation, sites

Conference Room Pilots

Lack of SOA related skills sets was cited as one of the top inhibitors for SOA adoption Source: Software AG, Best Practices for SOA Governance User Survey, Summer 2008

http://www.hitachiconsulting.com/page.cfm

Follow a Proven Implementation Model

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Siebel UI(new/updated Billing

Mgmt screens)

CustomerPartyEBS

(Requestor ABCSs)

CR M

AIA

BR

M

(Provider ABCSs)

GetAccountBalanceSiebelABCS

QueryCustomerListPortal ProvImplABCS

BRM Web Service(JCA Adapter)

BRM API(Opcode)

Plan for the Implementation EffortAIA Estimator Spreadsheet

• Define integration flows (source target)• Identify candidate EBOs and gaps (use BSR, EOL, XMAN)• Enter integration flow details and use results in context of overall plan

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Consider Solution Impact when Mapping Requirements

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“You can’t manage what you can’t see.” --- Forrester Research

Register Integration Flows for Service DiscoveryBusiness Service Repository (OER in AIA 3.0)

Integrated Order ManagementAIA

A

BC

SAIA

EB

FO

racl

e

BR

MA

IA E

BS

AIA

EB

SA

IA A

BC

SS

iebel

CR

M Submit Order Event

Order Decomposition and Orchestration

.InterfaceOrderToBilling **

. SiebelProcess

OrderABCS

PortalProcessBillingOrder

ABCS

SiebelUpdateOrderLineStatus

ABCS

OrderEBM

CustomerPartyEBS.CreateCustomer

PortalCreateCustomerABCS

SiebelGetCustomerABCS

OrderABM

Create Account API Various Service Mgmt APIS

Customer EBM

OrderABMCustomerABM

Order Update APIs

OrderABM

GetCustomerAPIS

Customer EBM

Customer ABM

SalesOrderOrchestrationEBS.Process

OrderEBM

Ship ProvisionOrderEBM

OrderEBM

InterfaceCustomer

ToBillingEBF

Customer EBM

Bill Close

SalesOrderEBS.UpdateOrder

LineStatus

OrderABM


ABCS

OrderEBM

Order Update APIs

Shipping Status Update

Billing Status Update

Provisioning Status Update

Complete

Order Update APIs


ABCS


LineStatus

OrderEBM

OrderABM

InterfaceOrderToCustomerEBF

CustomerPartyEBS.QueryCustomer

Customer EBM

Sync Customer

OrderEBM OrderEBM


LineStatus

Siebel UI(new/updated Billing

Mgmt screens)

CustomerPartyEBS

(Requestor ABCSs)

CR

MA

IAB

RM

(Provider ABCSs)

GetAccountBalanceSiebelABCS

QueryCustomerListPortal ProvImplABCS

BRM Web Service(JCA Adapter)

BRM API(Opcode)

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1

2

3

4

5

Repository alone is insufficient for SOA governance

Mature/Adequate 35%Inadequate/Non-

Existant 65%

Critical / Moderate 91%

Minimal 9%

0% 20% 40% 60% 80% 100%

How would yourate your currentapproach to SOA

governance?

How important isgovernance toSOA strategy?

Source: Software AG, Best Practices for SOA Governance User Survey, Summer 2008

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Key Learning: SOA Governance should be…

• Engrained in the SDLC, not just confined to the “architects club”

• Automated and productive for developers to use everyday

• Focused on service interoperability in addition to discovery

Data Model Mapping

PortalEBOSiebel

Address

Billing Profile

BalanceGroup

Purchased Discounts

Account

Account

Pay Info

Purchased Products

Billing Profile (1..N)

Bill Info

Address (1..N)

Service Instance

Account

Invoice

AddressAddress (1..N)

Invoice

Adjustment

Payment

Adjustments

Payments Balances

Bill

Items(1..N)

Customer data transformation

Order data transformation Billing Integration

Use Case: Research Service Interoperability

UCMProviderABCS

CustomerPartyEBS

NewRequestor

ABCS

UCM Provider Service: SyncCustomerPartyListUCMProvABCSImpl

Transformation: XfromUCMPersonToSyncCustomerPartyListResponse.xsl

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http://stadf45.us.oracle.com:7777/AIAReports_stage/RV2.5/XMAN/CoreReports/Core/UCM/ProviderABCS/SyncCustomerPartyListUCMProvABCSImpl/bpel/XfromUCMPersonToSyncCustomerPartyListResponse_doc.html

Solution: Research Service InteroperabilityXSL Mapping Analyzer (XMAN) HTML Report

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English Translation:

Currency Code maps to Person’s Income or Organization’s Account.

Lookup values are stored in the CURRENCY_CODE table.

Use Case: Validate Service Interoperability for Reuse

CustomerPartyEBS

CRMODABCS

SiebelABCS

E-BizABCS

JDEABCS

AccountSite/UsageCode

PartyLocation/Type

“Address Usage” Attribute Mapping, XREF and DVM Inconsistency

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Solution: Validate Service Interoperability for Reuse XSL Mapping Analyzer (XMAN) CSV Reports

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CRMOD ignores DUNS Inquiry Identifier.

EBiz ignores a Contact’s phone/fax numbers.

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Solution: Validate Service Interoperability for Reuse XSL Mapping Analyzer (XMAN) CSV Reports


CRMOD ignores Accounts (uses Party).

Only BRM and Siebel care about Billing Profile.

Follow the AIA Programming Model for ServicesAIA Integration Developers Guide

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Ensure Adherence to Architecture StandardsSOA Validation Checklists (Architecture and SOA Component Level)

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Generate Standards Compliant Service OutlinesAIA Artifact Generator

AIA Artifact Generator

Template Files e.g. BPEL

Output BPEL ABCS File

<process name=

“UpdateSalesOrderSiebelProvABCSImpl”

…

</process>

Service Design Specification

<ABCSType>Provider</ABCSType>

<Verb>Update</Verb>

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Automates

All AIA Naming Conventions

Namespace definitions

EBM Header population

Error Handling and Extension hook points

Invoke activities

…and more….SAVES TIME!!!

Ensure Adherence to AIA StandardsPIP Auditor with Extensible, Categorized and Prioritized Test Cases

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Ensure Adherence to AIA StandardsPIP Auditor Detailed Results

Ensure Adherence to AIA StandardsPIP Auditor –Analyze Co-Deployment between every PIP combination

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Ensure Adherence to AIA StandardsImplementation Governance with Continuous Integration Builds

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Oracle PIP Development Governance Structure

AIA Foundation Pack and Process Integration Pack Projects

Oracle Executive Management (Apps Unlimited, Fusion Apps)

Integration Steering Committee

Technology GovernanceContent Governance

EBO Steering Committee Solution Engineering Architecture Steering CommitteePIP Advisory Board

Content Standards (CCTS, UN/CEFACT), Horizontal and

Vertical Industry Standards

Business Process Modeling Standards

EBO Working Groups

Service Co-Existence and

Process Re-Use

Change Management

Automation Workgroups

Technology Standards (WS -*)

New Technology Product Adoption

Integration PrototypesSource Control, Versioning and Build Processes

Hosted Mapping Reports

Hosted Audit Automation

Solution Engineering Tools and Utilities

Customer and Internal Implementation Guidance

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Summary of Implementation Governance

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Key Learning

• Service Interoperability is key to SOA Governance

• Governance needs productive tools

• SOA warrants an organizational governance structure

Define Lifecycle StrategyBuild, Install, Apps Setup, Data Setup, Tuning

Development Stage

• Source control and label custom/extended artifacts

• Write custom build, deploy and PIP manifest scripts

• Setup Apps seed data, configuration and export

Build Stage

• Install AIA using “Files Only” option to lay down code

• Run custom build script and URL tokenizer

• Zip up entire AIA_HOME and create SOA env clone

Deploy Stage

• Unzip AIA_HOME on production SOA (or clone)

• Run all deploy scripts – OOTB and custom

• Import Apps seed data and configuration

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Define Production TopologySOA Suite High Availability – Clustering References

• SOA Suite High Availability Docs

• http://www.oracle.com/technology/tech/soa/ha/index.html

• AIA on SOA Suite Cluster Doc

• Metalink Note 728144.1

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http://www.oracle.com/technology/tech/soa/ha/index.html

ProviderParticipatingApplication

ProviderParticipatingApplication

ProviderABC ServiceProviderABC ServiceProviderABC Service

Write Integration Test Cases and SimulatorsComposite Application Validation System (CAVS)

Testing Tips• Automate regression tests of all integration points• Validate optional attributes in service payload• Test business exceptions as well as system faults

RequesterParticipatingApplication

EnterpriseBusinessService

RequesterABC Service

Test Definition

Simulator

RequesterParticipatingApplication

EnterpriseBusinessService

RequesterABC Service

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Oracle Tutor –Desk Manuals & Procedures

Don’t Ignore the End User

Oracle BPA Publisher – Process Flows

Oracle User Productivity Kit – Transactional Training & Performance Support

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Wednesday: Leave with Answers on Oracle AIA…Date/Time Location Title Speaker

10/14/2009 , Wednesday @

10:15 A.M.

Moscone West (L3),

Room 3008

The Dell Way: Enabling Application Interoperability Globally using

Distributed SOA

Featuring Customer: Dell Inc.

10/14/2009 , Wednesday @

10:15 A.M.

InterContinental Grand Ballroom C

JD Edwards and Oracle Application Integration Architecture: One Powerful

Combination

Oracle Product Executives

10/14/2009 , Wednesday @

11:45 A.M.

Moscone West (L3),

Rm 3002 & 3004

Customer Success Panel: Gain Competitive Edge and Increase

Business Efficiency

Featuring Customers: Ciena, Fidelity and Intuit

10/14/2009 , Wednesday @

5:00 P.M.

Moscone West (L3),

Room 3008

Oracle Fusion Middleware 11g and Application Integration Architecture

Oracle AIA Product Executives

Visit us @ Location Date/Time

Demogrounds Moscone South,Booth 066, 067,068

• Wednesday, 10/14/09 from 9:15 am - 5:15 pm• Thursday, 10/15/09 CLOSED

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Thursday: Leave with Answers on Oracle AIA…Date/Time Location Title Speaker

10/15/2009 , Thursday @9:00 A.M.

Moscone West (L3),

Room 3008

Increase Agility, Better Understand Your Business with Reference Process Models


10/15/2009 , Thursday @9:00 A.M.

Building Web Services for JD Edwards Enterprise One and Integrating with Oracle SOA

Suite

Oracle Product Executive

10/15/2009 , Thursday @10:30 a.m.

Moscone West (L3),

Room 3008

10 Things You MUST Know About Oracle Application Integration Architecture

Oracle AIA Product Executive

10/15/2009 , Thursday @12:00 P.M.

Moscone West (L3),

Room 3008

Take the Pain Out of SOA Governance Oracle AIA Product Executive

10/15/2009 , Thursday @1:30 P.M.

Moscone West (L3),

Room 3008

Cloud Computing: Integration as a Service Oracle AIA Product Executive

10/15/2009 , Thursday @3:00 P.M.

Moscone West (L3),

Room 3008

Jumpstart your Apps Integration with Best of Breed Reference Architecture

Partner Session: Infosys

See you next year!

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For More Information

www.oracle.com/aia

http://bit.ly/aiawiki http://blogs.oracle.com/aia http://bit.ly/aiaforum

OracleAIA Application Integration Architecture

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http://www.oracle.com/technology/products/applications/aia/index.html

http://www.linkedin.com/groups?about=&gid=114605&goback=.gdr_1236884341625_1.anb_114605_*2

http://twitter.com/oracleopenworld

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Appendix

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Appendix

Suggested SOA Reviews

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Kick-Off SessionImplementation Guidance Checkpoint

Oracle Team

Introduces Single Point of Contact for the project

Presents AIA Implementation Methodology and review …

Effort Estimator Tool

Project Plan Template

Integration Overview Template

Pointers to AIA Resources

Customer IT / System Integrator

Introduces the project team and Single Point of Contact

Presents the high level project introduction

Logical Architecture and Solution Footprint

Implementation Phases and Go-Live dates

SI partners involved and Training needs

Incorporates and schedules guidance review milestones Estimated Time

½ - 1 day

Audience

•AIA Advocate

•System Integrator

•IT/Enterprise Architects

Assumptions

•All trainings completed (Oracle SOA Suite, AIA)

•Project plans include the review milestones

Oracle Team (as needed)

•Single Point of Contact

•PIP PM1

•Apps PM1

•Solution Architect

1 Applies to PIP implementations only, may not be relevant for Foundation Pack only implementations

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Oracle Team

Reviews functional solution, extensions and provides feedback1

Reviews application topology and configurations1

Reviews proposed customizations to base apps/PIPs1

Presents out of the box PIP TOI sessions, interoperability and best practices1

Provides technical feedback on use of best practice design patterns

Setup XSL Mapping Analyzer and EBO mappings Metalink Note 795541.1

Setup and review usage of AIA Artifacts Generator

Review SOA Solution Validation and SOA Readiness Checklists

Provide pointers to AIA resources and document templates


Presents functional overview, use cases, apps footprint and interfaces1

Presents application topology, configurations, proposed PIP customizations

Presents technical overview, performance needs and other areas of interest

Solution Architecture ReviewImplementation Guidance Checkpoint

Estimated Time

5-8 days

Audience



Assumptions

•Requirements to solution mapping is available for review


•PIP PM1

•Apps PM1


•FMW Architect (A-Team)


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https://metalink.oracle.com/CSP/main/article?cmd=show&type=NOT&id=795541.1

Solution Go-Live ReviewImplementation Guidance Checkpoint

Estimated Time

3-5 days

Audience



Assumptions

•SOA checklists and PIP Auditor recommendations are followed.

Oracle Team

Reviews Solution Validation Checklist for AIA compliance

Reviews SOA Readiness for Infrastructure compliance

Setup PIP Auditor / Shared Artifact Analyzer and provide feedback on results

Review production topology, lifecycle management and clustering setup


Completes SOA Solution Validation and SOA Readiness Checklists

Addresses PIP Auditor compliance issues

Review SOA Suite Enterprise Deployment Guide

Review AIA Clustering Metalink Note 728144.1


•PIP PM1

•Apps PM1


•FMW Architect (A-Team)


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https://metalink.oracle.com/CSP/main/article?cmd=show&type=NOT&id=728144.1


Appendix

Implementation Tasks

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Follow a Structured Implementation Model

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Making a Business Case for SOA AIA TCO Calculator

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Develop an Agile/Iterative Project PlanTips from the trenches

• Release Planning– Plan for the entire release using story points, not just one sprint– Program Managers should be aware of agile approach, usage and expectations– Complex dependencies are a reality – identify them upfront during release planning– Plan for skilled resources as needed – don’t expect everyone to be part of your sprint

• Sprint Phasing– Dedicate “Sprint Zero” to identify external dependencies and get commitments– Latter sprints execute deliverables from all dependencies e.g. Integration Testing– Reserve at least two sprints for system testing and packaging/deployment tasks

• Sprint Execution– Center stories on half the integration flow i.e. application business connector services– Define “done” as design, coding, unit testing, documented system tests, deploy scripts– Keep sprints lengths at 3-4 weeks for practical PIP development– Balance needs for usable design documentation – use an agile design doc template– Output of a sprint is not “production ready”; hardening sprints/milestones are needed

Identify and Analyze Gaps in Candidate EBOsBusiness Service Repository and XSL Mapping Analyzer

• Use the service repository for discovering EBOs• Use EBO HTML documentation to analyze content• Use mapping reports to analyze attribute fitment

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Oracle PIP Development Methodology

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Ensure API Level Governance

• Durable across integrations and releases• Backward compatible – deprecate and version enable• Right level of service granularity• Transaction enabled; uses Adapter services if needed• Conforms to XSD standards; provides WSDL interfaces

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Utilize Best Practice Design Patterns

• Reuse existing connector services wherever available• Develop connector services to be PIP and application version agnostic• Use SOAP/ESB bindings to make connectors transport neutral• Ensure connectors abstract requestor and provider systems• Support multiple endpoint application instances with a single connector• Avoid concurrent multiple versions of connector services• Use Asynchronous Message Exchange Patterns for scalability• Use Resequencer pattern to guarantee FIFO delivery• Use ODI for Bulk Data Loads or extremely high performance needs• Design for transaction support using adapters and defining boundaries

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SOA Warrants an Organizational Governance Structure

SOA Integration Projects

Executive Management (CIO/COO)E

Integration Steering Committee – Business Heads

Technology GovernanceContent Governance

Data Standards Review Board Solution Engineering Architecture Review Board

Content Standards (CCTS, UN/CEFACT), Horizontal and

Vertical Industry Standards

Business Process Modeling Standards

EBO Working Groups

Source Control, Versioning and Build Processes

Technology Standards (WS -*)

New Technology Product Adoption

Integration Prototypes

Integrations Advisory Board

Service Co-Existence and

Process Re-Use

Change Management

Automation Workgroups

Hosted Mapping ReportsHosted Audit Automation

Technology Guidance and Solution Engineering

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Appendix

Content Governance Example

Service Interoperability

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Example of Mapping InconsistencyInteroperability issues when reusing services

Ebiz On Premise

CustomerPartyEBO Mapping Example (Bold indicates the field used for mapping address information in each of the PIPs.

CustomerParty PartyLocation

Address Type PartyContact Address Type Account AccountSite

UsageCode

Connectors Connectors

JDE E1CRM On Demand


AddressType

PartyContactAddressType

Account AccountSite

UsageCode

Connectors Connectors

CRM On Demand to JDE E1 Lead to Order PIP

Ebiz to On Premise Order to Cash PIP

Ebiz ConnectorsCRM On Demand

Connectors

Want to reuse the Connectors from Ebiz and CRM On Demand . Noticed that the mapping done in the first PIP is inconsistent with the mapping done in the second PIP


- Address- Type

PartyContact- Address- Type

Account AccountSite

- UsageCode


- Address- Type

PartyContact- Address- Type

Account AccountSite

- UsageCode

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Example: Validate Mappings during Upgrades XSL Mapping Analyzer (HTML reports)

•Find Changed Mappings between 2.4 and 2.5

•Find All Custom Extensions for Conflicts

CustomerPartyEBS

NewRequestor

ABCS

UCMProviderABCS

2.4

UCMProviderABCS

2.5

ExtendedMappings

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Example: Create Functional Mapping Spreadsheets XSL Mapping Analyzer (EOL2CSV reports)

UCMProviderABCS

CustomerPartyEBS

NewRequestor

ABCS

CRMODProviderABCS

SiebelProviderABCS

E-BizProviderABCS

JDEProviderABCS

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Appendix

OOW AIA Sessions

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Monday: Leave with Answers on Oracle AIA…Date/Time Location Title Speaker

10/ 12/2009 , Monday @11:30 a.m.

Moscone West (L3),Room 3008

Insights from the Trenches: Partners Speak Out On Delivering Real Value

Partner Panel: IBM Global Services, Deloitte Consulting,

Infosys, Tech Mahindra

10/ 12/2009 , Monday @1:00 p.m.


Ready to Go, Pre-built Business Process Based Integrations to SAP!

Partner: Infosys

10/ 12/2009 , Monday @2:30 p.m.


Strategic Development Partnerships Delivering Superior Value

Partner Panel: Wipro Technologies, HCL

Technologies, L&T Infotech, Accenture

10/ 12/2009 , Monday @4:00 P.M.

Moscone West (L3),Room 3010 & 3012

KEYNOTE: Smart Strategies: Prepare For Tomorrow, Leverage what you Have Today

Jose Lazares, Oracle V.P.Customers: Adrian Dilworth, CIO, Vodafone Qatar; V.K.

Rajaram, Vice President, Intuit



• Monday, 10/12/09 from 10:30 am - 6:30 pm• Tuesday, 10/13/09 from 10:30 am - 6:30 pm• Wednesday, 10/14/09 from 9:15 am - 5:15 pm• Thursday, 10/15/09 CLOSED

Apps Lounge – Meet the Experts

Moscone West2nd Floor Lobby

• Monday, 10/12/09 @ 02:00 P.M. – 3:00 P.M.• Tuesday, 10/13/09@ 10:00 AM – 11:00 A.M.

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Tuesday: Leave with Answers on Oracle AIA…Date/Time Location Title Speaker

10/13/2009 , Tuesday @11:30 A.M.


Customer Success: Extraordinary Results with End-to-End Business Process

Integrations

Featuring Customer: Zebra Technologies

10/13/2009 , Tuesday @1:00 P.M.


Remove Barriers to Application Interoperability and True Process

Integration

Oracle AIA Product Executive with Customer: Dell

10/13/2009 , Tuesday @2:30 P.M.

Marriott, Salon 14 -15 Fast Track Your Adoption of Oracle Industry Solutions


10/13/2009 , Tuesday @2:30 P.M.


Chicken Soup for the Integration Weary: Fast Deploying Process Integration Packs


10/13/2009 , Tuesday @4:00 P.M.


Customer Success: Taming the Heterogeneous IT Environment

Featuring Customer: Intuit

10/13/2009 , Tuesday @5:30 P.M.


Jedi Masters Reveal: Foundation Pack Best Practices - Build Process Integrations




•Tuesday, 10/13/09 from 10:30 am - 6:30 pm• Wednesday, 10/14/09 from 9:15 am - 5:15 pm• Thursday, 10/15/09 CLOSED

Apps Lounge – Meet the Experts

Moscone West2nd Floor Lobby

Tuesday, 10/13/09@ 10:00 AM – 11:00 A.M.

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