Agenda - Fusion Technology Essentials

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1 1 Copyright 2011, Oracle and/or its affiliates. All rights ORACLE PRODUCT LOGO Oracle Fusion Applications - Technology Essentials Overview Nadia Bendjedou Senior Director Product Strategy, Oracle Applications 2 Copyright 2011, Oracle and/or its affiliates. All rights Hello, my name is Nadia Bendjedou and I am here today to talk about Fusion Applications and in particular I will focus on the technology foundations of Fusion Apps. Agenda - Fusion Technology Essentials Oracle Fusion Applications architecture design Data model and business logic design User interface design Business process design Business intelligence Operational management Functional setup and configuration Concept Tailor 7 Copyright 2011, Oracle and/or its affiliates. All rights With this presentation, I am hoping to address both the DBAs as well as the developers in the audience. In most areas, I will try to talk about the concept, i.e. how we designed it, but also how you can tailor it to meet your business requirements. Of course, there are some areas, where the tailor man is not appropriate for example the FA Arch

2 8 Copyright 2011, Oracle and/or its affiliates. All rights Oracle Fusion Applications Suite Financial Management Human Capital Management CRM Supply Chain Management Project Portfolio Management Procurement Governance, Risk & Compliance Common Fusion Applications Data Model and Services Data Model, Master Data Business Processes Analytic Model User Interface, Enterprise 2.0 Functional Setup Framework Technical Foundation Just to set the scene, Oracle Fusion Applications includes these product families, or collections of products that are associated with a functional area available in Fusion V1 are: Oracle Fusion FIN, HCM, CRM, SCM, Projects, Proc and GRC. Each product family is based on a common Fusion data model and services. Oracle Fusion applications are built on the Oracle Fusion Middleware 11g stack and utilize the Oracle Database. Agenda - Fusion Technology Essentials Oracle Fusion Applications architecture design Data model and business logic design User interface design Business process design Business intelligence Operational management Functional setup and configuration Concept 10 Copyright 2011, Oracle and/or its affiliates. All rights So lets start with the 1 st item in the agenda that is the architecture design of Fusion Apps. Oracle Fusion Applications Architecture Overview Oracle Fusion Applications Product Families Oracle Fusion Middleware Oracle Enterprise Manager Fusion Applications Control Oracle Enterprise Manager Grid Control Oracle Database Database Control 12 Copyright 2011, Oracle and/or its affiliates. All rights After installation, a typical Oracle Fusion Applications runtime environment contains the following: Oracle Fusion Applications product families Oracle Fusion Middleware Oracle Database Oracle Enterprise Manager Fusion Applications Control (Fusion Applications Control) Oracle Enterprise Manager Database Control (Database Control) Oracle Enterprise Manager Grid Control (Grid Control) Now, I am going to uncover what is behind each of these boxes one by one..

3 [Next] Oracle Fusion Applications Architecture Product Families Overview Oracle Fusion Applications Families Oracle Fusion CRM Oracle Fusion GRC Oracle Fusion FIN Oracle Fusion PRJ Oracle Fusion HCM Fusion Setup * Oracle Fusion PRC Oracle Fusion SCM * Oracle Fusion Setup is a special product family for supporting the other product families 13 Copyright 2011, Oracle and/or its affiliates. All rights Oracle Fusion Applications includes the following product families, and these are collections of products that are associated with a particular functional area: Oracle Fusion CRM, Oracle Fusion FIN, Oracle Fusion GRC, Oracle Fusion HCM, Oracle Fusion PROC, Oracle Fusion PPM, Oracle Fusion SCM Oracle Fusion Setup is a special product family for supporting the other product families. 1) Each product family is based on a common Fusion data model and services. 2) Product families contain one or more Java EE applications that are deployed to Oracle WebLogic Server. 3) An application can contain multiple products, and a product can also span multiple applications. A product typically has a one-to-one correspondence with an Enterprise Archive (EAR) file. For example, EarSales.ear is an application and Sales is a product. NB: PayablesApp and ReceivablesApp, each of which is mapped to the same product, Payments: [Next]

4 14 Copyright 2011, Oracle and/or its affiliates. All rights Oracle Fusion Applications Architecture Oracle Fusion Middleware Infrastructure - Overview Oracle Enterprise Crawl & Search Framework Oracle Fusion Middleware Oracle FMW Infrastructure Components for Oracle Fusion Applications Oracle Enterprise Scheduler Oracle FMW Extensions For Applications Oracle Fusion Middleware Components Oracle Application Oracle Business Development Framework Intelligence Oracle Data Integrator Oracle Enterprise Content Management Oracle Identity Management Oracle WebCentre Oracle Secure Enterprise Search Oracle WebGate Oracle WSM Policy Manager Oracle HTTP Server Oracle SOA Suite and Oracle BPM Suite Oracle WebLogic Communication Services Oracle WebLogic Server Let s now uncover the Middleware box. Once again, Oracle Fusion Apps are built from the ground up with Fusion Middleware 11g. All the Applications for a particular product family (example Financials) are ALL deployed to ONE Oracle WebLogic Server domain in the Oracle Fusion Middleware technology stack. The Oracle Fusion Middleware components that support that deployment. Oracle WebLogic Server Oracle WebLogic Communication Services Oracle Identity Management Oracle WebCenter Oracle Business Intelligence Oracle SOA Suite Oracle Application Development Framework Oracle Jdeveloper Oracle HTTP Server Oracle HTTP Server WebGate Oracle Web Services Manager Policy Manager Oracle Enterprise Content Management Suite Oracle Data Integrator Oracle Secure Enterprise Search In addition, we have a layer called Oracle FMW Infrastructure Components for Oracle Fusion Applications, which we specifically developed to meet certain requirements needed by the applications. These components are: Oracle Fusion Middleware Extensions for Applications (ApplCore). Oracle Enterprise Scheduler. Oracle Enterprise Crawl and Search Framework (ECSF). So lets discuss these in more details. Oracle FMW Extensions For Applications Known as Applications Core (ApplCore) Components to provide a consistent user experience: Page template (UI Shell), Extensibility (Flexfields), Hierarchical relationships (Trees) Attachments 15 Copyright 2011, Oracle and/or its affiliates. All rights The first component is the Oracle Fusion Middleware Extensions for Applications also known as ApplCore which is an FMW extension that provides design-time and runtime infrastructure components to help standardize and simplify certain complex development patterns to provide a consistent user experience for Oracle Fusion Applications. Examples of these components include the page template (UI Shell), extensibility (Flexfields), hierarchical relationships (Trees), and attachments.

5 ApplCore creates simplified methods of implementing these complex requirements by providing robust metadata and comprehensive UI components and services. All of the Applications Core components have been integrated with the rest of the Oracle Fusion Middleware infrastructure so they are available across every layer of the Oracle Fusion Applications platform. 1) The UI Shell is a page template containing default information, such as a logo, menus and facets. The UI Shell design supports task-based and user-based navigation, and organizes screen usage effectively by collating tasks, providing dedicated spaces for primary-task supporting information, and maintaining general order and appropriate hierarchy among various elements on the screen. 2) Flexfields enable related attributes and user interface (UI) components to be dynamically created based on keys from the controlling data. There are three types of flexfields that enable implementers to configure application features without programming and are fully supported within Oracle Fusion Applications: Descriptive flexfields, Extensible flexfields, Key flexfields 3) Oracle Fusion Applications tree management enables data in applications to be organized into a hierarchical fashion, and enables you to create tree hierarchies based on specific data. 4) The Attachment component provides a declarative programming mechanism for adding attachments to the UI pages that you create for Oracle Fusion web applications. Once added to a UI page, the component gives users the ability to associate a URL, desktop file, repository file or folder, or text with a business object, such as an expense report, contract, or purchase order. [Next] Oracle Enterprise Scheduler Oracle Enterprise Scheduler provides the ability to: Define, Schedule, and Run different types of jobs You can run jobs on demand, or schedule them to run in the future 16 Copyright 2011, Oracle and/or its affiliates. All rights The 2 nd component is Oracle Enterprise Scheduler (ESS) and this enables you to manage and schedule jobs for Oracle Fusion Applications. With ESS you can define, schedule, and run different types of jobs. You can run jobs on demand, or schedule them to run in the future. Oracle Enterprise Scheduler provides scheduling services for the following purposes: To distribute job request processing across a grid of application servers To run Java, PL/SQL, spawned jobs, binary processes, and Oracle Business Intelligence Publisher reports To process multiple jobs concurrently To schedule job requests to run a single time in the future, on a recurring basis, or based on triggering events To run the same job in different languages Oracle Enterprise Manager Fusion Applications Control (Fusion Applications Control) enables you to start and stop, monitor, configure, and manage Oracle Enterprise Scheduler services, components, and job requests.

6 17 Copyright 2011, Oracle and/or its affiliates. All rights Oracle Enterprise Crawl and Search Framework Known as ECSF Key ECSF features built on top of Oracle SES Basic search, on keyword and search category Advanced search, on up to 100 attribute filters Actionable results, which are search results with action links associated with the searchable objects Saved searches Crawling tree structures Search support for external data sources such as wiki and blogs Etc... And finally Oracle Enterprise Crawl and Search Framework (ECSF), the framework that enables Oracle Fusion Applications Search for performing full-text searches securely and simultaneously against multiple logical business objects. Any application that connects to multiple data sources or manages a significant amount of unstructured (nondatabase) information or both need advanced search capabilities so that application users can easily locate and take action on data that is relevant to them. ECSF is an Oracle Fusion Middleware search framework with a metadata-driven, declarative design time and runtime interface. It exposes application context information on business objects for full-text transactional search. The integration of ECSF, Oracle Secure Enterprise Search (Oracle SES), and a source system, such as a relational database where the searchable information resides, forms Oracle Fusion Applications Search. Oracle Fusion Applications Search is the search platform that provides a seamless search experience to the Oracle Fusion Applications user for easily locating and taking action on relevant data.

7 18 Copyright 2011, Oracle and/or its affiliates. All rights Oracle EM Fusion Applications Control Known as Fusion Applications Control Manage a single product family in an Oracle WebLogic Server domain for the Oracle Fusion Applications environment Oracle Enterprise Manager Fusion Applications Control Fusion Applications Control is a Web browser-based, graphic user interface that you can use to monitor and administer a SINGLE product family and Oracle Fusion Middleware components within the Oracle Fusion Applications environment. Fusion Applications Control help you monitor the runtime performance metrics for the various Oracle Fusion Applications and Oracle Fusion Middleware components. If you have worked with Oracle Fusion Middleware, then you may already be familiar with Fusion Middleware Control. Fusion Middleware Control enables you to monitor and administer a farm. Fusion Applications Control provides all the functionality available in Fusion Middleware Control plus functionality specific to Oracle Fusion Applications. Monitor the runtime performance metrics for the various Oracle Fusion Applications and Oracle Fusion Middleware components You can use Fusion Applications Control to perform the following tasks: Start and stop Oracle WebLogic Server instances Deploy and monitor SOA Composite applications Modify Oracle BPEL Process Manager MBean properties Debug applications such as Oracle BPEL Process Manager applications Deploy Oracle ADF applications Configure and manage auditing Configure Secure Sockets Layer (SSL) for Java components and system components View most log files Configure most settings that determine information to be logged Change ports for some system components Manage Oracle HTTP Server Start and stop components and applications

8 20 Copyright 2011, Oracle and/or its affiliates. All rights Oracle Fusion Applications Architecture Oracle Database - Overview Oracle Fusion Applications Schemas Oracle Database Oracle Fusion Middleware Schemas Oracle Enterprise Manager Database Control The database layer houses the Oracle Database which contains the schemas and tablespaces required for both the Oracle Fusion Middleware and FMW. Using the Database Control, you can perform administrative tasks such as creating schema objects (tables, views, indexes, and so on), managing database memory and storage, backing up and recovering your database, and importing and exporting data etc.... You can also view performance and status information about your database. NB: Oracle Fusion Applications encryption APIs mask data such as credit card numbers in application user interface fields. For encryption and masking beyond that, Transparent Data Encryption (TDE) and Oracle Database Vault (ODV) are certified but optional with Oracle Fusion Applications. [Next] Oracle Enterprise Manager Grid Control Known as Grid Control Manage the Oracle database and Oracle Fusion Middleware components across the entire Oracle Fusion Applications environment For example, you can monitor all the Oracle WebLogic Server domains for all the product families from one console Oracle Enterprise Manager Grid Control 21 Copyright 2011, Oracle and/or its affiliates. All rights For example, you can monitor all the Oracle WebLogic Server domains for all the product families from one console. Grid Control enables you to monitor the Oracle database and Oracle Fusion Middleware components across the entire Oracle Fusion Applications environment. To use Grid Control, you need to separately install Oracle Enterprise Manager 11g Grid Control with the Application Management Pack for Oracle Fusion Applications. Grid Control enables you to monitor historical data for Oracle Fusion Middleware components across all Oracle WebLogic Servers for the Oracle Fusion Applications environment. Yes, you can manage your Oracle Fusion Middleware environment using Fusion Applications Control or Grid Control.

9 22 Copyright 2011, Oracle and/or its affiliates. All rights Oracle Fusion Applications - Technology Stack Fusion Application Middleware & Database Components Oracle Database Oracle WebLogic Server Oracle WebLogic Communication Services Oracle Identity Management Oracle WebCenter Oracle Business Intelligence Oracle SOA Suite Oracle Data Integrator Oracle Application Development Framework - ADF Oracle Jdeveloper Oracle HTTP Server Oracle HTTP Server WebGate Oracle Web Services Manager Policy Manager Oracle Enterprise Content Management Suite Oracle Secure Enterprise Search Just to summarize, here the full technology stack (MW as well as the DB) for Fusion Apps.While most of these are familiar to most of you, let me just explain few that are not so obvious such as Oracle WebLogic Communication Services and the Oracle HTTP Server WebGate. Oracle WebLogic Communication Services provides click-to-dial functionality for applications primarily through contextual actions. Example,.. Oracle HTTP Server WebGate is a web server plug-in that is shipped ready-to-use with Oracle Access Manager. Oracle HTTP Server WebGate intercepts HTTP requests from users for web resources and forwards them to the access server for authentication and authorization. [Next] Agenda - Fusion Technology Essentials Oracle Fusion Applications architecture design Data model and business logic design User interface design Business process design Business intelligence Operational management Functional setup and configuration Concept Tailor 23 Copyright 2011, Oracle and/or its affiliates. All rights

10 24 Copyright 2011, Oracle and/or its affiliates. All rights Data Model and Business Logic Design Architectural Principles Unified data model Flexible data striping Flexible data hierarchy management Unified concepts from existing and new applications Let me move into the first section of the architecture and talk about the data model and the business logic design. Data Model and Schema Unified and Integrated Data Model Visual Schema Designer Industry & Locale Specialization Application Seed Data Application Metadata Reporting & Analytic Views Transactional Tables Unified superset data model of entities and attributes Cross-application schema unification: person, BU, tax Foundation: currencies, calendar, date effectivity Flexible data hierarchy management: trees Optimal data striping: SetID Data extensibility: flexfields, trees, table, rules, process Seed data: customizable by industry, locale Unifies the best from: PeopleSoft, Oracle E-Business Suite, Siebel, JD Edwards 25 Copyright 2011, Oracle and/or its affiliates. All rights First, let me describe essentially how the data model was built. It is really a principal of the unified data mode. So by that, in the different product lines we had a couple of different philosophies. On the E-Business Suite you had a single integrated data model. On PeopleSoft you had a data model for each pillar, in other words, on a HR data model, finance and supply chain data model and then a CRM data model. And obviously Siebel had similarly the CRM data model and JD Edwards followed more of the E-Business Suite approach. So in Fusion we choose to go with the unified data model which gives you the ability to run either in a single instance mode of operation or in a pillared mode of deployed operation. But if you choose to run in pillar, each pillar has the same and consistent and complete data model. That is the first part. The second part is the data model is really a superset of key components from all of the existing Application Limited products. To be more specific, for the ERP side it is largely based on the E-Business Suite data model. So finance, HR, project procurement, the supply chain areas. And then for the CRM area, they are largely based on the Siebel data model. There are a couple of key components that you see below which were really driven from PeopleSoft and some of the other Applications Unlimited. That the first part. Now, how we built that, again, we built that using J-Developer and we store the data model in Metadata so that it is open for our customers to view and, extend and in fact, open to be used in a visual designer that we also publish to customers if they need to inspect or integrate with a data model directly.

11 29 Copyright 2011, Oracle and/or its affiliates. All rights Data Model and Business Logic Design Modular, Standards-based SOA View Controller Model JSF (AJAX, Flash) JSF Unified Business Metadata Dictionary Unified Data Model Java Business Components Logical Data Striping SetID Flexible Hierarchy Modeling Tree Flexible Data Model FlexFields Etc... Now, though I call them custom attributes these entire flexible data model extensions are configurations not customizations. i.e. if you make or add these flexible attributes as you upgrade and patch and take revisions of the applications you never need to redo these custom attributes. They are always configured in the system. They are always stored and preserved as customer extension. And we respect those over time of the upgrade, et cetera. Now, all of this is then built, I have alluded several times that on the business logic design of something we call unified business metadated dictionary. So when I made reference in earlier examples that everything is based on the same infrastructure and that is what allows it to have trees respected across transactions and trees respected across BI. And have flexfields and have flexfields available in the transaction and the flexfields available in the BI. All of that is driven because we now have a unified metadated dictionary called MDS, where these attributes and business logic and extensions are stored. So the fact that you are making these changes both in the business logic, in attributes, in reporting, in trees and everything I've just mentioned in the metadata and that metadata configuration is stored at a layer different than what we ship. It allows us to preserve code and preserve changes as configurations over time. It also allows us to have all the components of the technology stack work and respect the same metadata. So the consistency and the uses of this unified business metadata dictionary is what allows both the key things that I talked about before consistency across technologies both transaction, BI and business logic and SOA or business project logic. This also gives you consistency across upgrades by being able to preserve customer changes as opposed to standard product that we ship to make them configurations not customizations. Tailoring the Data Model - Data Composer Extend and Customize your Business Objects How do I add new attributes that are unique to my business? With Data Composer you can: Easily create new and custom objects and add or extend attributes Leverage pre-packaged patterns and templates Add new objects and/or attributes once, and changes are applied instantly No coding needed Upgrade-friendly 30 Copyright 2011, Oracle and/or its affiliates. All rights

12 31 Copyright 2011, Oracle and/or its affiliates. All rights Agenda - Fusion Technology Essentials Oracle Fusion Applications architecture design Data model and business logic design User interface design Business process design Business intelligence Operational management Functional setup and configuration Concept Tailor User Interface Design Architectural Principles Role-based Configurable and extensible Composite and contextual Social and collaborative 32 Copyright 2011, Oracle and/or its affiliates. All rights Switching gears a little bit, to the user interface designs and principles. The first key concept in the interface is that it is always role based. So with every screen in mind it wasn't so much a transaction based screen but it is a role based screen. So if you are sales manager or an order manager or fulfillment manager you are someone in payables or you are in human resources, or you are in fact area self-service user or employee who are filing expenses and so forth. By having every user interface role based we really went after the questions of what do it need to know and what do I need to do. Meaning, we wanted to make sure to be proactive and drive the business intelligence to the user to help them in terms of what they needed to do to get their job done. Then we present them with the proper data or business intelligence to make that decision.

13 Slide 33 Multi-Channel User Interface Configurable Role-based UI Portal (WebCenter, Any WSRP, Sharepoint) (Outlook, Notes, Beehive) Browser (AJAX, Flash) Mobile (iphone, Blackberry, MSFT Office Windows Mobile) (Excel, Word, PPT) View Controller Model Unified Business Metadata Dictionary 33 Copyright 2011, Oracle and/or its affiliates. All rights The first key concept in the interface is that it is always role based. So with every screen in mind it wasn't so much a transaction based screen but it is a role based screen. So if you are sales manager or an order manager or fulfillment manager you are someone in payables or you are in human resources, or you are in fact area self-service user or employee who are filing expenses and so forth. By having every user interface role based we really went after the questions of what do I need to know and what do I need to do. Meaning, we wanted to make sure to be proactive and drive the business intelligence to the user to help them in terms of what they needed to do to get their job done. Then we present them with the proper data or business intelligence to make that decision.

14 Slide 34 Embedded User Assistance Role-based and Embedded Contextual Help Link to Help Portal Contextual Help Broader Search Across Entire Business Process Customizable User Assistance 34 Copyright 2011, Oracle and/or its affiliates. All rights Now user assistance is another piece of the UI that has changed significantly. We link to a help portal and help is always available to you. The help is always contextual either to or dependent upon where you invoke the help, either to the screen, to the section of the screen or in fact to the field that you are in. It is customizable or configurable. So in other words you can add specific new help topics or new essays that customers or partners write. Or you can modify the existing help. Then finally, the user assistance has really been much enhanced from the traditional text user system to include audio video user systems as well with the use of UPK. About 50% of the user assistance can be thought of as UPK or recordings of the screens and how to use them. And you have the 50% kind of traditional in terms of text. But even the textual has really been expanded and improved to include not only the manual style, but FAQ style help to really fit the need of what the customers are looking for in the user assistance.

15 Slide 35 Composite User Interface Integrated Information in Context of Process Portal Browser Mobile MSFT Office BI BPEL / BPM Role-based Presentation Layer Dynamic Binding & Common User Context Documents Transactional (Attachments) Task flows Business Logic Social Computing Services Transaction DB External UIs (Portlets) 35 Copyright 2011, Oracle and/or its affiliates. All rights The next piece is it is configurable and extensible. You will see that we've had a few things I've talked about before like flexfields and the like. But you see much more extensive use of drag and drop capabilities, configuring the screen from a simple view to a more complex view. Exposing things like business intelligence or hiding things like business intelligence, just a host of hide and show capabilities. And desktop integration to really enhance productivity, independent of what type of user you are. The next thing we put throughout what I'll call collaborative capabilities throughout the user interfaces. Whenever you need to get a hold of a person, if that person is in your UI you always have Chat presence indications, direct dial for voiceover IP phone, as well as text integration and finally integration to the people or in fact to the project group that you are working on. So those are kind of the base principles.

16 Slide 36 Desktop Integration Unified Business Logic and User Context Browser (AJAX, Flash) Mobile (Outlook, Notes) MSFT Office JSF Presentation Layer MSFT.NET Proxy Data Binding Business Logic (Model) Business Metadata Dictionary Transaction DB 36 Copyright 2011, Oracle and/or its affiliates. All rights

17 Slide 37 Enterprise 2.0 Embedded Social Collaboration Application UI Integrated Application UI (WebCenter) Presence & Messaging Threaded Discussions Wikis, RSS, Tagging Application Workspaces Intra-Enterprise Social Network Extranet Tags & UI Mashups Extra-Enterprise Social Network Built-in user communities and workspace Built-in Web 2.0 information distribution Built-in presence and communications Embedded social computing to improve collaborative work Exploit social computing to transform business (e.g. CRM, Portfolio Mgmt, HR) 37 Copyright 2011, Oracle and/or its affiliates. All rights Now a little more detail into the Enterprise 2.0 part or the collaboration. I gave you one example of being able to contact a person. Let me give you another example here. Essentially what we do is we have heavy leverage of the web center technology. Specifically of something called group spaces within the web center. What web center group spaces provide is a set of facilities for a group to collaborate and work on a project. So those facilities include Wiki pages and Wiki services, they include bulletin board services, they include simple directory services. They include project scheduling, document sharing, so you can create a work area and so forth. So what that means in a specific example is an area like projects. Projects we ship and we sell to IT organizations; our own consulting group internally uses our product application. When you are on a project there is usually a group of people who are supporting a given customer. And in Fusion when you create a project, as soon as you assign someone to that project they get access to the group space. What the group space then has for them automatically is a set of Wiki. So if you want to document a particular design of the project or share information on the project, you don't need to create a Wiki it is already created for you. You don't need to secure the Wiki it is already secured to the people who have access to that group space. If you prefer a discussion thread or old bulletin board style that is also available to you. If you ever want to know who is on the project again, the group space is there with the members of the group space. So as soon as you get assigned to the project you have directory services. If you want to contact those people again, the information for voiceover IP, , chat, FMS is all available to you in the group space. If you want to tag someone or tag a particular thread, that's fine. In fact, if you are a consultant and always on the road and you want to have access to this group space, you could get the latest information about the schedule, about the design decisions or about who is on or off the project. You don't need to login, because all of this is available via RSS feed. So you can have your standard RSS reader, or whatever RSS reader that you choose for any other of your work or non-work activity created for you. So the collaboration in this one area, the same example by the way, using a consulting example, is also true in CRM. So if you think of a sales opportunity with multiple sales reps and SC's and maybe sales overlay, et cetera. Again, you create -- it gets created for you, directory structure all of these different services. And then the same is true for HR. So if you have HR, training courses or groups of people within HR, that you want to start grope space for, all of those facilities are integrated and always available to you regardless of which UI you are in. So you are in a project UI and you are looking at the project costing information and you want to contact someone from the group. The group space is available to you at a single click. You want to then write a document or write a question on the bulletin board it is available to you at a single click. So those are some examples of what I mean by this Enterprise 2.0 or embedded social collaboration.

18 Slide 38 Enterprise 2.0 Internet Searchable Help Portal (e.g. Google, Bing) Search by Business Process or Product Collaborate with Tags, Ratings, and Discussions 38 Copyright 2011, Oracle and/or its affiliates. All rights In addition to that the robust search on the user assistance at the help portal and then all the web 2.0 capabilities in terms of being able to rate the help so you can sort it based on what is most useful for your organization. And to be able to tag help, or in other words put a key word on help to find the help later when you need to find it with a quick and easy search. Slide 39 Tailoring the UI Page Composer Personalize, Localize, Customize, and Extend Your Page How do I modify my page to suit my unique needs or the needs of my team? With Page Composer you can: Easily personalize and customize the page layout to meet your needs Add, remove, show, or hide components on a page Modify deployed attributes No coding needed Upgrade-friendly 39 Copyright 2011, Oracle and/or its affiliates. All rights Slide 40

19 40 Copyright 2011, Oracle and/or its affiliates. All rights Fusion Technology Essentials - Agenda Oracle Fusion Applications architecture design Data model and business logic design User Interface design Business process design Business intelligence Operational management Functional setup and configuration Concept Tailor Slide 41 Business Process Design Architectural Principles Declarative business process definition Unified business process execution Unified process visibility and analytics Flexible business process customization 41 Copyright 2011, Oracle and/or its affiliates. All rights Now let me give a little more on the architecture principles.

20 Slide 42 Business Process Design Declarative Process Design Business Process Design (BPMN) Implementation (BPEL) Shared Metadata Model Business Metadata Dictionary Business Process Repository 42 Copyright 2011, Oracle and/or its affiliates. All rights First of all everything is declarative business process. What that means is throughout we have had different workflow systems which govern the workflow of the business products. Now everything runs under two stands, BPMN and BPEL. BPEL is essentially the business process execution language and is the standard based language for governing workflows. It is a unified business process that includes system or automatic business processes as well as human workflow for approvals. There is a single facility for visibility and there is flexibility for business process customization which I will get into as we go forward. First of all, what does it mean, again it is shared metadata dictionary that I keep on referring to all of the BPEL business processes and rules are shared within the same metadata dictionary. One of the big improvements is what we call the business process designer or BPMN. Essentially, what you see on the screen is short screen shot that allows you to as a business user see the different steps in the business process and in fact make modifications to the business process steps. Either you make modifications to the ordering of steps, adding a step, removing a step, configuring a step. Again, the benefit here is, let's suppose you have a process where it is a promotion process in HR. And let's suppose out of the box we have configured it as a three step process. You define the promotion, set one. You maybe allocate a compensation adjustment that goes along with that promotion, step two. And then you have an approval process, step three. Obviously there are details under all of those steps particularly the approval process, but at the high level you have three big boxes. Now you buy Fusion Applications, you have installed the product and in fact you want to separate compensation from promotion. So you want to eliminate that step two. Well, you go to BPEL or BPMN business process designer as a technical business user and you simply click on the "X" to remove the second step. The second step is removed and now you configure the business process. So step one you create the promotion. Step two, is you go through the approval hierarchy. Now the benefit of having this shared metadata dictionary is though you have just configured that business process alone, are you wise now have been re-rendered to take advantage of that component. So in other words, when you see the user interface as a customer, its not like your end-users are going to see that there is step two here that I'm not allowed to do; which is giving a compensation adjustment. In fact, the UI doesn t render step two at all and when you hit the next button, et cetera it automatically takes you to the next piece. So two big components, one business or end-user driven configurability and changes to the business process. Two, shared metadata dictionary so those are exposed though the UI. And three again, in this metadata UI that change is preserved across upper gate because it s a configuration not a customization.

21 43 Copyright 2011, Oracle and/or its affiliates. All rights Business Process Management Designed for Process Optimization Process Design Process Implementation Application UI (Embedded) Process Monitoring & Optimization Notifications & Actions Oracle or Non-Oracle MDM Business Service Registry Business Rules & Policies Human Workflow BPEL Process Manager Enterprise Service Bus Service Data Objects (WS SOAP & REST) Java Business Logic So what this allows you to do is design more flexible business processes. We store all of the services, all the web services that we create we store in a business service registry. So basically the business processes that I just talked about in my simple three step example, each one of those three steps would have a corresponding web service or multiple web services. So there would be one web service to create the promotion. There would be a web service to do a salary adjustment and then a set of services to do the approvals depending on the approval rules. All of those services then each step in the BPEL process exposed in the service depository and then it is open. So if you want to add a component of your own, Oracle or non-oracle components you can go ahead and add your own web services into the BPEL business process manager or business process itself. So what this allows you to do is design more flexible business processes. We store all of the services, all the web services that we create we store in a business service registry. So basically the business processes that I just talked about in my simple three step example, each one of those three steps would have a corresponding web service or multiple web services. So there would be one web service to create the promotion. There would be a web service to do a salary adjustment and then a set of services to do the approvals depending on the approval rules. All of those services then each step in the BPEL process exposed in the service depository and then it is open. So if you want to add a component of your own, Oracle or non-oracle components you can go ahead and add your own web services into the BPEL business process manager or business process itself.

22 Slide 44 Business Event Management Responsive to Business Events Process Optimization Application UI (Embedded) Business Activity Monitoring Notifications & Actions Dynamic Process Change Business Rules & Analytics Complex Event Processor Enterprise Service Bus External Business Events Event Distribution Network (EDN) Internal Business Events 44 Copyright 2011, Oracle and/or its affiliates. All rights It is also available to have external business events. Within the business process you can have essentially a beacon for external events, if you will. So something an external activity is going to come in and alert the system that something has happened. So you can either have this by calling up the web services for third parties or you could have it as kind of a manual entry. So say some event has happened outside of your enterprise, such that you want your business process to change. So an example may be a supplier's inventory just went below a certain threshold. So you have received via web service call to that supplier and you want to reconfigure your business process to route orders to a different supplier, because lead times will be long because their inventory of the existing supplier was low. So they can define it as an external business event. That external business event is known within the context of your business process and you can adjust the business process based on that external business event.

23 Slide 45 Unified Worklist Unified Human Worklist Across Processes Unified Approval Worklist Rich Task-based Forms Priority-based Notifications Configurable Business Rules Doc Review, Approvals, Voting Escalation & Delegation Notification & Reminders Digital Signing & Watermarking BPEL Process Manager Organization Hierarchy 45 Copyright 2011, Oracle and/or its affiliates. All rights Then, I mentioned briefly the human workflow task. Within that human workflow which is basically for things like approvals, there are two key components. One, it is very flexible in terms of the type of workflows you can do. So it can be standard hierarchy based, you can split the approval so you can do multiple approvals simultaneously in case you have a metrics type of approval approach. And then it is always available to user in what we call a universal workflow. So all the users approval regardless of which functional area is displayed to them, within a single user interface and also can be displayed via notifications either through or through mobile devices. What this allows you to do it allows you to optimize your business process over time. When you have a simple rules editor and then a reporting on top of the rules editor, again, coming from the same source of truth, you are able to figure out where there are bottlenecks in your process, where the time is going. And then you can modify the business rules to further test that and approve the overall throughput of the business process.

24 Slide 46 Tailoring the Process Process Composer Customize and Extend Your Business Processes How do I modify the out-of-the-box processes to better match my company s unique business-process needs? With Process Composer you can: Graphical Editor allows you to easily modify rules associated with business processes Web-based process orchestration No coding needed Upgrade-friendly 46 Copyright 2011, Oracle and/or its affiliates. All rights Slide 47 Tailoring Business Processes Business Process Extensibility BPM Composer Rules Editor Routing Editor Profile Editor User Profile Message Routing Business Rules Business Process Definition Business Metadata Dictionary 47 Copyright 2011, Oracle and/or its affiliates. All rights What this allows you to do it allows you to optimize your business process over time. When you have a simple rules editor and then a reporting on top of the rules editor, again, coming from the same source of truth, you are able to figure out where there are bottlenecks in your process, where the time is going. And then you can modify the business rules to further test that and approve the overall throughput of the business process. The next thing is I covered a little bit of intelligence what I didn't cover was exposing that flexible field in the routing or the rules engine. I talked about this same business process manager before where we can add or change a rule. The example I used earlier which you can eliminate that compensation step from the promotion process; let's go back to my example about adding a field. Let's go back to my airline example. So you have order and you want to track an attribute to the order so you have added that through a flexfield. Now depending on whether that attribute for the plane is A or B, you may in fact want to have a different approval or want to route that to a different supplier or just some different step in your business process. Even though it is an added field that a customer has configured that is not shipped by Oracle, it is exposed in the business process manager and so you can define your rules definitions based on fields and/or objects that customers have added to do that custom rules rounding. So really a blending of the business process editing that I talked about in the middle section and the extensive attribute editing that I talked about just now.

25 Slide 48 Agenda - Fusion Technology Essentials Oracle Fusion Applications architecture design Data model and business logic design User Interface design Business process design Business intelligence Operational management Functional setup and configuration Concept Tailor 48 Copyright 2011, Oracle and/or its affiliates. All rights Slide 49 Business Intelligence Architectural Principles Broad range of business intelligence Consistency across business functions Guided analytics in context of business process New predictive analytic applications 49 Copyright 2011, Oracle and/or its affiliates. All rights Now we are going to shift over to business intelligence. And the main bottom line here is we really try to make the business intelligence technology invisible to the user. So we want to get away from the concept of you have a data warehouse and you have an operational data system and you have things like discover reports or end vision. There are a variety of business intelligence tools. I'll talk a little bit about the tools we use, but the bottom line of what we try to do is always keep the user in context to what they are doing. And always have the business intelligence that is relevant to what they need to know and what they need to do. And then have that consistent across all business functions. That's kind of the general philosophy.

26 Slide 50 Embedded Intelligence Embedded Insight within Business Processes BI Dashboards & Scorecards Application UI (Embedded BI) MSFT Excel, PPT Mobile & Gadgets Personalized Dashboards (Saved Searches & KPIs) Common Query & Report Catalog Common Analytic Semantics (Facts, Dimensions, Calcs) Data Warehouse Essbase Transaction DB OTBI / Adhoc Reporting 50 Copyright 2011, Oracle and/or its affiliates. All rights So how do we do that? First, we have a common semantic layer of facts, dimensions and calculations. What does that mean? That means, it is a shared layer across the transactional database, across the data warehouse, cross a multidimensional Essbase cube and/or cross ad hoc reporting. One example of that would be a tree. So at the beginning of the presentation I talked about how the hierarchy was stored in a metadata model and why that that meant that the hierarchy was exposed not only in your transactional screens, but you had the same hierarchy exposed in your data warehouse. The same would be true for Essbase and the same would be true for transactional reporting. That gives you the benefit of A) consistency of reporting, but also if you go back to my example at the beginning where you have HR hierarchy if you do transfers or org changes you don't need to go around to a variety of different reporting systems and make that same change to that hierarchy. So there is a reorganization, you're management hierarchy has changed. You do that in HR which takes place in the transactional system, but that same dimension and those same facts in the calculation based on that is automatically shared across your data warehouse, Essbase and ad hoc reporting systems. That's the first part.

27 Slide 51 Operational Reporting Unified Statutory and Operational Reports Printer Report Generation Report Formatting Report Bursting Common Analytic/Report Catalog Java Business Logic Data Model Extensibility Fax File Server Browser 51 Copyright 2011, Oracle and/or its affiliates. All rights The next part is it also stores a common report catalog. So all the reports that you run independent of source in terms of output, always share and go through really BI publisher capability, which gives you the ability regardless of source to view that within a browser, to store it on a file system, to send it to a printer or send via to the end-user. So again, it is an independent of source, one catalog and one common use of things.

28 Slide 52 Embedded Intelligence Consistent In-Context and Ad-Hoc Analysis BI Dashboard (Ad-Hoc Analysis) Transaction Page Personalized Dashboard Common Query Catalog Common Analytic Semantics Data Warehouse Transaction DB 52 Copyright 2011, Oracle and/or its affiliates. All rights Then you want to make contextual. One example that you see here is for a given report you may be able to see that report in two types of situations. The first situation which is what you see on the left is what we call a BI dashboard. So this situation you essentially may have several reports where it is the end of the quarter or end of the period or you've just seen at a macro level how you are doing within your organization across a given reporting area. And for that we have our Oracle Business Intelligence Application which presents that in a dashboard view where you see a number of different metrics across a given functional area. You can see how you are doing with customer attention, or you see how your forecast is looking, et cetera, so a number of dashboard. However, what we try to do in Fusion is then there are some places where you are in the middle of a transaction. So you are just about to define a territory, as an example in CRM. That same view of the forecast that you had if you are the sales manager and want to look at it just as a dashboard to see how you are doing for the quarter, you may in fact need part of that as a transactional user when you are trying to define your territory. So you may take into account the forecast, last years actuals, et cetera into your territory alignment. There you have a transactional screen to define territories and we took that same business intelligence information, the same exact dashboard and we have embedded that within the transactional standpoint. In this example, you have to see it coming from the data warehouse, but the user of the transactional system is unaware that the data warehouse, Oracle Business Intelligence Source component, they just see it BI, which is relevant to what they need in their transactional system. So that is what we mean by in context transactional system.

29 Slide 53 Tailoring BI- Report Composer Customize and Extend Your Reports How do I customize reports to provide me with the information I need to make timely decisions and take action? With Business Intelligence Report Composer you can: Easily create new reports and/or modify existing reports Get the information you need -- in your style, on your page -- when you want it No coding needed Upgrade-friendly 53 Copyright 2011, Oracle and/or its affiliates. All rights Slide 54 Enterprise Performance Management Unified with Financial Processes Planning, Budgeting, Forecasting Financial Consolidation Financial Disclosure Mgmt. Oracle Planning & Budgeting Drill Through with Point-of-View Oracle Financial Consolidation Oracle Financial Close Mgr. Consistent View of Facts, Dimensions, Hierarchies, Allocations Sourcing with Data Lineage Transaction DB 54 Copyright 2011, Oracle and/or its affiliates. All rights Then another area is in the area particularly around financials. What we really wanted to do was unify the general ledger, the consolidation process, the budgeting forecast process, as well as, the month end or financial disclosure and standard reporting components. As I mentioned before, you need standard facts and dimensions, but also a unified post. By that I mean the following, the standard dimensions used to be where you had to define your chart of accounts in your general ledger. And as you changed, made changes, re-changed hierarchy, et cetera, you had to reload those changes in high period or in your consolidation system. Secondly, when you wanted to have a report on that you basically had to post your GL, you had to work out the timing, because that wasn't the pushed to Hyperion and then you had to report on the GL and the Hyperion to reconcile the two. Going forward with Fusion, we've unified the facts and dimensions, so again, whenever you make a change to the chart of account it is automatically inherited in your multidimensional or your Hyperion cube, number one. And two, it is a shared business report. So as soon as you post to that general ledger you have the same data automatically, instantly available in your Hyperion consolidation system. So we have taken the hard components of the integration away and done that for the user. Slide 55

30 55 Copyright 2011, Oracle and/or its affiliates. All rights Agenda - Fusion Technology Essentials Oracle Fusion Applications architecture design Data model and business logic design User Interface design Business process design Business intelligence Operational management Functional setup and configuration Concept Slide 56 Operational Management Design Principles Application management Systems management Identity management Deployment architecture 56 Copyright 2011, Oracle and/or its affiliates. All rights Now a few things as far as design principles from management, we put a lot of focus on reducing the cost of management. First of all, we need to integrate with the application manager or enterprise manager to give you a single point of administration for not only the applications but the technology stack. Complete standard basis and externalized identity management and then a very flexible deployment architecture. Let me cover the first, the unified management through enterprise manager. This means quite simply, you now have a single dashboard which gives you a view of how the operating system is behaving, the database, the middleware, as well as the applications. What it allows you to do is, no longer do you have to have a user say well the application is running a little slow. You have metrics at the application level that shows you things like the business process for order management is running slow or the workflow queue or the approval queue is getting backed up because the process throughput is very slow. But within the same dashboard you can then quickly see well it looks like my middle tiers are running fine, so the middleware is doing fine. It looks like my database is actually running fine, but I have an issue with the operating, or at the CPU level or at the network level. So one complete dashboard so you can go directly from a real business problem, like a particular component or the app are misbehaving or showing issues. And drill right down to the technology stack in the same user interface to monitor define service level and then diagnose problems. Again, this just allows you to define service levels and drive that diagnostic automatically.

31 Slide 57 Applications Management Comprehensive Service Level Management Fusion Applications Fusion Middleware Databases Operating Systems Real Operations Insight Monitoring Diagnostics Service Level Management Enterprise Manager 57 Copyright 2011, Oracle and/or its affiliates. All rights Now a few things as far as design principles from management, we put a lot of focus on reducing the cost of management. First of all, we need to integrate with the application manager or enterprise manager to give you a single point of administration for not only the applications but the technology stack. Complete standard basis and externalized identity management and then a very flexible deployment architecture. Let me cover the first, the unified management through enterprise manager. This means quite simply, you now have a single dashboard which gives you a view of how the operating system is behaving, the database, the middleware, as well as the applications. What it allows you to do is, no longer do you have to have a user say well the application is running a little slow. You have metrics at the application level that shows you things like the business process for order management is running slow or the workflow queue or the approval queue is getting backed up because the process throughput is very slow. But within the same dashboard you can then quickly see well it looks like my middle tiers are running fine, so the middleware is doing fine. It looks like my database is actually running fine, but I have an issue with the operating, or at the CPU level or at the network level. So one complete dashboard so you can go directly from a real business problem, like a particular component or the app are misbehaving or showing issues. And drill right down to the technology stack in the same user interface to monitor define service level and then diagnose problems. Again, this just allows you to define service levels and drive that diagnostic automatically.

32 Slide 58 Systems Management From Service Level Management to Automation Real Operations Insight Monitoring Diagnostics Service Level Management Diagnostic Insight Driving Built-In Automation Real Operations Automation Provisioning Configuration Mgmt. Clustering & HA Topology Adaptation 58 Copyright 2011, Oracle and/or its affiliates. All rights Now a few things as far as design principles from management, we put a lot of focus on reducing the cost of management. First of all, we need to integrate with the enterprise manager to give you a single point of administration for not only the applications but the technology stack. Complete standard basis and externalized identity management and then a very flexible deployment architecture. Let me cover the first, the unified management through enterprise manager. This means quite simply, you now have a single dashboard which gives you a view of how the operating system is behaving, the database, the middleware, as well as the applications. What it allows you to do is, no longer do you have to have a user say well the application is running a little slow. You have metrics at the application level that shows you things like the business process for order management is running slow or the workflow queue or the approval queue is getting backed up because the process throughput is very slow. But within the same dashboard you can then quickly see well it looks like my middle tiers are running fine, so the middleware is doing fine. It looks like my database is actually running fine, but I have an issue with the operating, or at the CPU level or at the network level. So one complete dashboard so you can go directly from a real business problem, like a particular component or the app are misbehaving or showing issues. And drill right down to the technology stack in the same user interface to monitor define service level and then diagnose problems. Again, this just allows you to define service levels and drive that diagnostic automatically.

33 Slide 59 Identity Management Centralized Access and Entitlements Management Application UI BI Dashboards Other UIs Business Logic User Interface Business Process Common Security Services Business Rules Business Intelligence Access/SSO Functional Permissions Data Permissions 59 Copyright 2011, Oracle and/or its affiliates. All rights The next piece is externalization of the identity management. In the past you had a user name and a role within the context of the application. By that I mean the following, you had things like responsibilities or roles and if you hired someone you had to define that person in the JD Edwards app or in the PeopleSoft app or the EBS app, et cetera. You had to give them a role and in fact, that role gave them access to the system or the appropriate access to the system. Fusion is out externalized to a centralized identity management system or a LDAP system on a common set of services. So that means if you use Fusion HR, as soon as you hire the person based on their role, based on the job you gave them or job title in HR, they now have the set of roles. So if you hire someone and the person is an accounts payable employee, they get the role of accounts payable clerk or accounts payable manager as appropriate. And they automatically then have access to the screens and access to the sign-on of the application system, just by entering them in your HR system. They are also entered automatically and integrated automatically in LDAP system. So what that means is if you need to provision them for another application, a third party application there are already set up for you. The provisioning is nice, but what also works is the de-provisioning. Let's say now the accounts payable clerk transfers and they transfer into a sales organization. In the Fusion application you no longer have to take away their permissions to the payable screen and add them to the appropriate sales screen. It is done for you automatically. Now let's say the person then leaves the company and you need to revoke their privileges, once again the HR transaction integrates with the standard identity management system, from access on a single sign-on. They no longer have access to the Fusion applications and in fact, because we removed them from your corporate LDAP system they wouldn t have access to any other system. So instead today, you have to have HR transaction, then you remove them from other systems, it is automatic by the standard based and external identity management system components.

34 60 Copyright 2011, Oracle and/or its affiliates. All rights Controls Enforcement Simplified SOD and Preventive Controls Application UI BI Dashboards Other UIs Business Logic Preventive Controls (Fusion GRC Controls Mgr) User Interface Business Process Business Rules Common Security Services Business Intelligence Fusion GRC for SoD (Access Controls Governor) Functional Permissions Data Permissions Transaction DB Data Warehouse The next thing is a set of controls in a controlled environment, simplifying segregation of duties, but also a set of preventative controls for GRC compliance. The key components here are to externalize the Fusion in common. This not only works for the Fusion application that I talked about in the beginning of the scope, but also can be blended with other applications. For example, if you run a coexistence area where you are running the E-Business Suite and Fusion side-by-side, you can have a single definition of segregation of duties and the Fusion GRC access control will manage both of those. So in other words, you couldn't have a single user who has conflicting duties even though one system was E-Business Suite and the other was Fusion or one system with Siebel and the other was Fusion. Or frankly, one with Siebel and one with E-Business Suite, any combination or multiple systems enforcement through Fusion GRC.

35 61 Copyright 2011, Oracle and/or its affiliates. All rights Oracle Supports a Continuum of Deployment Options Oracle Deployment Options Customer Private Software License Oracle Customer Customer Customer Software Mgmt Oracle Oracle Infrastructure Mgmt Customer Oracle Data Center Customer Then the next part is deployment options. With deployment we are offering Fusion both in the on-premise or traditional software installation model. As well as, in SAS and unlike many of our SAS competitors we give the customers the option. We will support single tenant mode which is very similar to what we do in CRM On-Demand today. We host the customer internally, we run on a single tenant or in fact they want to go to a multi-tenant mode, all the components both infrastructure and application that I talked about before, all are multi-tenant aware or capable in a multi-tenant environment. Just a little bit more about how we do it and in the interest of time I am going to skip that part. The single tenant allows you to isolate a single customer in a single installation but we host it for them.

36 62 Copyright 2011, Oracle and/or its affiliates. All rights Software-as-a-Service Fusion Applications Delivered as SaaS All Fusion Applications Modules Available via SaaS Customers can choose On-Premise vs. SaaS (On-Demand) Customers have Choice of Single vs. Multi-Tenant Likely to depend on functional module & industry segment Fusion MW & Applications are Multi-Tenant Aware Multi-Tenant Aware Tenant Profile Multi-Tenant Aware Application Framework & Tools Multi-Tenant Aware Business Process Management Multi-Tenant Aware Business Analytics & Reporting Multi-Tenant Aware Metadata Management Multi-Tenant Aware Application Customization Multi-Tenant Aware User or Function Security Multi-Tenant Aware Data Privacy Multi-Tenant Aware Operational Management Fusion Applications have Self-Service Administration To support SaaS (e.g. Business User Extensibility, Simplified Setup) Then the next part is deployment options. With deployment we are offering Fusion both in the on-premise or traditional software installation model. As well as, in SAS and unlike many of our SAS competitors we give the customers the option. We will support single tenant mode which is very similar to what we do in CRM On-Demand today. We host the customer internally, we run on a single tenant or in fact they want to go to a multi-tenant mode, all the components both infrastructure and application that I talked about before, all are multi-tenant aware or capable in a multi-tenant environment. Just a little bit more about how we do it and in the interest of time I am going to skip that part. The single tenant allows you to isolate a single customer in a single installation but we host it for them.

37 63 Copyright 2011, Oracle and/or its affiliates. All rights Multi-Tenant Deployment Built-in Support for Multi-Tenancy Tenant-Aware UIs Tenant-Aware Middleware & Applications (Process, Analytics, Business Logic, Rules, Content, Communities) Transaction & Analytic Data Seed Data Metadata Security Operational Tools Tenant Profile Object (created as Application Context) Single Tenant Deployment Support for Single Tenancy Isolate per Tenant Share some facilities across Tenants Fusion Applications Fusion Applications Fusion Applications Fusion Middleware Fusion Middleware Fusion Middleware Virtual Appliance Virtual Appliance 1 Virtual Appliance 2 64 Copyright 2011, Oracle and/or its affiliates. All rights

38 65 Copyright 2011, Oracle and/or its affiliates. All rights Agenda - Fusion Technology Essentials Oracle Fusion Applications architecture design Data model and business logic design User Interface design Business process design Business intelligence Operational management Functional setup and configuration Concept Functional Setup and Configuration Architectural Principles Setup manager Setup templates Setup migration Setup reporting 66 Copyright 2011, Oracle and/or its affiliates. All rights The final component that I am going to cover is the setup manager. This is a brand new application designed to simplify and manage a setup and configuration of all the applications. It includes templates, migration services and reporting services. Let me get into those in a minute. By a template what we mean is it allows you to -- we have defined a set of offerings for different areas that people are going to create. So you are going to run financials, you're going to run HR or maybe account management, or order management or sales, et cetera. Then within setup manager you get the list of ordered tasks with dependencies that you need to configure and setup. Once you set up those tasks typically you set them up in a test system. You then may migrate them to a development system or development system you're going to test and then finally to production. Setup allows you to migrate them either in the whole or in part so once you have done the setup once and you have tested it, you don't need to redo that manually again. We will move that for you across databases. And then it is easier to maintain over time and the function you want to add or change or reconfigure something and give you a simple user interface so it respects dependencies and helps you move that through the development life cycle. In addition to that, it allows you to manage the project, if you will. So when you see the different components or the different tasks that you have, you track status on completion of the task and view reports to see the details of each individual task. So by this a typical large implementation you have a SI or some project lead and they assign out in multiple steps of the setup from business users. And then they need to track and see how that is done. So you give them a single dashboard to manage the entire setup configuration and also manage the change control as the project is in place. Then it allows you to not only with the assignment but to report on how implementations are going for done and past due tasks. It is really a kind of project management system around the setup.

39 67 Copyright 2011, Oracle and/or its affiliates. All rights Functional Setup and Configuration Transact Plan Configure Implement Export/ Import Maintain Getting Started Manage Implementation Projects All Tasks (Search) Functional Setup Manager guides you through an integrated process that supports the entire implementation lifecycle and builds upon the actions you take in each previous step to help you successfully set up Fusion applications to make them ready for transactions. To plan, use Getting Started. To configure, use Configure Offerings To implement, use Manage Implementation Projects To export and import, use Manage Configuration Packages And to maintain setup data over time, search for appropriate task and then enter data

40 68 Copyright 2011, Oracle and/or its affiliates. All rights Functional Setup Design Single Interface Across Complete Lifecycle Plan/Configure Implement Migrate Maintain Implementation Manager Getting Started Learn and discover what is available Research requirements Analyze impact Create implementation projects Select offerings and configure options Functional User Setup Task List Manager Review and execute assigned setup tasks Select features Update status Validate implementation Implementation Manager Setup Migrator Complete implementation project Create configuration package and export setup data Import configuration package in another instance Functional User Setup Maintenance Maintain environment with ongoing setup changes Easily update setups due to event or time based changes Whether you are implementing Fusion applications for the first time or making changes to an existing implementation, typically You will start with analyzing requirements and planning for implementation. Then you will configure the offerings to fit your business needs. Next, you will generate a list of setup tasks and enter setup data. When implementation completes, you will export and import setup to deploy to production. And finally, over time you will need to maintain setup by updating data when needed.

41 Slide 69 Functional Setup Design Centralized Knowledge Management and Collaboration 69 Copyright 2011, Oracle and/or its affiliates. All rights Slide 70 Functional Setup Reporting Integrated Task Management and Reporting 70 Copyright 2011, Oracle and/or its affiliates. All rights 74 Copyright 2011, Oracle and/or its affiliates. All rights