fusion client 13.2 training

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RPAS Fusion Client 13.2 Introduction

Tom Virant – RPAS Functional Architect

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Agenda

• Introduction

• Installation and Setup

• Setting Expectations

• Navigation Basics

• Major Differences to RPAS Classic Client

• Fusion Client Demo and Review

© 2010, Oracle Corporation – Proprietary and Confidential 2

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Introduction

• What is this presentation?

• Overview on the Fusion Client and the Architecture

• Guide on how to install and use the Fusion Client on your local machine

• A starting point to get familiar with the common functionality

• What this presentation is not:

• This is not formal training

• This is not a replacement for any existing documentation


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Why a New Look?

To Improve:

Workflow

Usability

Upgradability

Proof Point to Our Commitment and

Investment to Planning

The New Look of Planning

RPAS Fusion UI

User Experience

Role based

Exception based

Blending of planning &

execution

Vertical Focused

Applications

Complete

Modular

Best-Practice based

Standardized

Analytics

Packaged, user driven

Enterprise Forecast

Customer &

Consumer Driven


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The RPAS/Planning Fusion User Interface

Provides Role-based Workflow & Task

Management

Homepage for Planning Solutions

Process-based Workflow Guide

Embedded Planning Actions

Updates Look & Feel with new Web-based User

Interface

Provide robust Graphics / Charting

Incorporate “popular” Functionality

Preserves “RPAS Planning and Forecasting”

Capabilities

Pivot / Tile Hierarchies

Robust Rule Management

Locking and Cell Protection

Process and Rule Configuration

Upgradeability


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From Classic UI...


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Role-based Workflow

and Taskflow

Improves Process

Efficency

Embedded Demand

Forecast Improves

Accuracy of

Planning Decisions

Configurable

Process to Match

Retailer’s Best

Practice


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Plan Version

Support and

Audit Trail

Robust Analytics

through Charting

and Graphing


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Introduction of Application Server

• New Three-Tier J2EE Architecture

• Based on Fusion Platform (Fusion 11g)

• UI Built using Oracle Application Development Framework (ADF 11)

• Oracle WebLogic Application Server

• Continues using RPAS server backend

• Web Browser on End-User Client Machine


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Application Server Requirements

• New HW for application servers

• # of servers will depend on

• data volume

• # of users

• Results of performance/scalability tests

• Supports all platforms that are supported by RPAS Server

• Java JDK 1.6_14 or later

• Oracle Weblogic Server 11gR1 (Release 10.3.2)

• RPAS Server remains as is

• Should have fast LAN connection to App servers


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Browser Requirements

• RPAS Fusion UI version 1 certified using Internet Explorer 7

• Adobe Flash Player 9 or Higher is Required

• All testing done using Windows XP


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Initial Scope: Fusion Client v1 - Jan 2010

• V1

• GA Jan 2010

• Compliant with RPAS Server 13.0.4

• Supports all features for MFP Cost/Retail 13.0.4

• Certified on AIX only

• Certified with IE7 only


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Fusion Client 13.2 – July 2010

• Completed the following functionality to round out the Fusion Client

• Alert management

• Worksheet position queries

• Support for single hierarchy select measures

• Dynamic Position Maintenance (DPM) support

• Dimension splitting

• Dynamic attributes

• Single Sign On

• Insert Measure

• Certified on all supported RPAS platforms

• Certified complete Fashion Planning Bundle


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Can Fusion Client be run locally?

• Yes.

• RPAS Server and Weblogic Server all running locally on the same machine

© 2010, Oracle Corporation – Proprietary and Confidential14

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What is needed prior to installing the Fusion

Client?• Java JDK 1.6.0_14 or Later

• Installed in a location that does not have spaces in the path

• JAVA_HOME environmental variable set

• PATH environmental variable should have the following added to the start of the variable

• %JAVA_HOME%/bin/client;%JAVA_HOME%/bin;%JAVA_HOME%/lib;

• RPAS 13.2 (or later)

• Oracle WebLogic Server Release 11gR1 (10.3.2)

• Oracle WebLogic Server 11gR1 – Patchset 1 + MLR Patch (10.3.2) -Package Installer (http://www.oracle.com/technetwork/middleware/ias/downloads/wls-main-097127.html)

• Application Development Runtime (11.1.1.2.0) (http://www.oracle.com/technetwork/middleware/downloads/fmw-11-download-092893.html)

• ADF Run Time Patch 9329357 (From My Oracle Support)


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Steps to Use Fusion Client on NT

• Step 1: Install Standalone Weblogic Server

• Weblogic Installation

• Application Development Runtime Installation

• ADF Run Time Patch 9329357

• Step 2: Install RPAS

• Step 3: Create New Weblogic Domain

• Step 4: Start Weblogic Server

• Step 5: Deploy Fusion Client


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Step 1: Install Weblogic Server

• Execute the wls1032 installer & follow the prompts.• Click Next


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Step 1: Install Weblogic Server (cont)

• Enter a Middleware Home Directory and then Next


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• Optional – Uncheck the I want to receive security updates via My Oracle Support and click Next


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• Click Next


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• Click Next


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• Click Next


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• Click Next


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• Click Next

• When Installation is complete, you can close the dialog


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• Application Development Runtime Installation

• Expand downloaded file to a temporary folder

• Execute the setup.exe in the <temp folder>/disk1 folder

• Enter the <middleware_home>/jdk160_14_R27.6.4-18 directory or the JAVA_HOME directory


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• Click Next


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• Click Next


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• Click Next


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• Click Install


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• ADF Run Time Patch Installation

• Expand downloaded file to a temporary folder

• Open the command prompt and navigate to this folder

• Set the ORACLE_HOME and PATH environment variables using the following commands:

• export ORACLE_HOME=$WLS_HOME

• export PATH=$PATH:$WLS_HOME/OPatch

• Where $WLS_HOME is the path to where you installed Weblogicincluding the oracle_common directory

• Apply the patch using OPatch utility

• opatch apply

• NOTE: If installing on Unix, additional steps are required. Please check the RPAS Installation Guide for details.


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Step 2: Install RPAS

• Same installation process as done when using the RPAS Classic Client

• Only need to install RPAS Server and Configuration Tools

• Classic Client installation is optional


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Step 3: Create New Weblogic Domain

• Run the configuration wizard from the Windows menu (Start -> All Programs -> Oracle Weblogic (BEAHOME 1)-> Weblogic Server 11gR1 -> Tools -> Configuration Wizard

• Click Next


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Step 3: Create New Weblogic Domain (cont)

• Select Generate a domain configuration automatically to support the following products

• Check the checkbox by Oracle JRF 11.1.1.0 (oracle_common)

• Click Next


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Step 3: Create New Weblogic Domain (cont)• Enter a domain name and location

• Click Next

• NOTE: Domain Location plus Domain Name will be referred to as WEBLOGIC_DOMAIN_HOME.


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• Enter a user name and password

• Click Next


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Step 3: Create New Weblogic Domain (cont)• Select that the domain is for Production (better performance)

• User can update startWebLogic.cmd to include user name and password. Example:

• set WLS_USER=weblogic

• set WLS_PW=weblogic1

• Choose the JDK to use (JRockit for better peformance)

• Click Next


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• Do not select anything

• Click Next


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• Click Create

• When the creation process is complete, click Done.


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Step 4: Start Weblogic Server

• Launch Weblogic from the following location:

• <WEBLOGIC_DOMAIN_HOME>/bin/startWeblogic.cmd


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Step 5: Deploy Fusion Client

• The Fusion Client installation files are part of the RPAS installation media (<RPAS_CD_IMAGE>/fusion)

• Configure an ant.install.properties file using the sample and template file that are part of the extract• Update the following details from the sample file

• input.admin.username = <weblogic domain admin user>

• input.admin.password = <weblogic domain admin password>

• input.install.target.dir = <directory to install fusion client>

• input.app.log.dir= <directory to install fusion client>/log

• input.install.log.dir = <directory to install fusion client>/installLog

• input.install.tmp.dir = <directory to install fusion client>/temp

• input.rpas.connection.spec = <name of solution installing (i.e. mfprtl)>

• input.rpas.server.port = <DomainDaemon port>

• input.rpas.domain.name = <domain name (i.e. MFP Retail Domain 1)>

• input.rpas.domain.path = <domain path>


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Step 5: Deploy Fusion Client (cont)

• Set two environmental variables

• ORACLE_HOME = Weblogic Installation Path (i.e. C:/Oracle/Middleware)

• WEBLOGIC_DOMAIN_HOME = Weblogic Domain Location and Name (i.e. C:/Oracle/Middleware/user_projects/domains/fusionclient)

• From a command prompt, execute the install command in silent mode

• install.cmd silent


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Fusion Client Maintenance

• What needs to be done to maintain domains accessed by Fusion Client?

• Add/Update/Remove domain information from ProfileList.xml file

• Add/Update/Remove taskflow files from Fusion Client installation directory


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Fusion Client Connection Information

• The connection details are specified in the ProfileList.xml file

• File contains connection spec information, server information, DomainDaemon port and domain path information

• Information is similar to information that gets stored in the foundation.fcf for the RPAS Classic Client

• Weblogic Server must be restarted in order for changes to take affect


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Fusion Client Connection Information (cont)

• ProfileList.xml file exists in the <input.install.target.dir>/config/rpas directory

<connection-spec-list>

<connection-spec name="PlatformConfigGD">

<server-name>localhost</server-name>

<daemon-port>12345</daemon-port>

<domain>

<domain-name>Platform Config GD</domain-name>

<domain-path>D:\\RPAS\\Domains\\PlatformConfigGD</domain-path>

</domain>

<domain>

<domain-name>Platform Config GD 2</domain-name>

<domain-path>D:\\RPAS\\Domains\\PlatformConfigGD2</domain-path>

</domain>

</connection-spec>

</connection-spec>

</connection-spec-list>


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Solution Taskflow Files

• Each solution will have a unique directory in the <input.install.target.dir>/config directory

• The directory name will match the connection spec name in the ProfileList.xml file

• The directory will contain the taskflow xml and a sub-directory that contains the taskflow properties

• The sub-directory will be called resources

• The taskflow xml file will be in the format of Taskflow_<connectionspecname>.xml

• The resource file will be in the format of <connectionspecname>Bundle.properties

• Changes to the taskflow files only take affect after the Weblogic Server has been restarted


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Where do the Taskflow files come from?

• Taskflow configured within the RPAS Configurations Tools

• The xml and properties files are created in the domain when running the rpasInstall process

• A folder called fusionClient has been added to the domain structure and will contain these files

• The files will need to be manually renamed to meet the required naming structure and copied to the appropriate directory in the Fusion Client installation directory


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Setting Expectations

• Replicating functionality was 1st goal, innovation will follow

• Performance is slower

• Navigation is similar, but different

• On par with our competitors regarding usability

• Classic UI is NOT going away


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Navigation Basics

• Key Documents

• RPAS Users Guide• http://download.oracle.com/docs/cd/E12478_01/rpas/pdf/132/rpas-132-fc-ug.pdf

• Fashion Planning Users Guides• MFP Cost - http://download.oracle.com/docs/cd/E12477_01/merchfinplan/pdf/132/mfp-132-fc-cug.pdf

• MFP Retail - http://download.oracle.com/docs/cd/E12477_01/merchfinplan/pdf/132/mfp-132-fc-rug.pdf

• IP - http://download.oracle.com/docs/cd/E12479_01/itemplan/pdf/132/ip-132-fc-ug.pdf

• IP-COE - http://download.oracle.com/docs/cd/E12479_01/itemplan/pdf/COE/132/ipcoe-132-fc-ug.pdf

• AP - http://download.oracle.com/docs/cd/E14155_01/assortplan/pdf/132/ap-132-fc-ug.pdf

• SPO - http://download.oracle.com/docs/cd/E12755_01/spo/pdf/132/spo-132-fc-ug.pdf


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New Terminology

• New workflow concepts:

• Activities

• Tasks

• Steps

• Move to industry standard terminology

• New: Dimension Old: Hierarchy

• New: Level Old: Dimension

• New: Member Old: Position


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Logging In

© 2010, Oracle Corporation – Proprietary and Confidential

Profile provides a list

of domains.

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Fusion Client Home Page

© 2010, Oracle Corporation – Proprietary and Confidential

Activity Taskflow Pane

Alert Manager Window

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Workflow and Task Flow

Activity, Tasks, Steps

1. Activity• High level business process or solution.

• Provides visibility to the full process, supports application

navigation and drives end user activities.

• Tasks and steps are assigned to an activity to further

describe the business flow. An example of an activity would

be Create Merchandise Financial Plan (Pre-Season) and

Manage/Update Merchandise Financial Plan (In-season)

2. Tasks• The second level of an activity flow.

• A task is associated with a single RPAS workbook template.

• Steps are assigned to a task. An example of a task would be Develop Department Plans, Submit Original Plan.

3. Step • The lowest level of an activity flow.

• A step is associated with a RPAS worksheet or set of worksheets to achieve a specific action. An example of a step would be Develop Sales and Markdown Plan.


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Taskflow Pane


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Workbook commands: Open, New, Delete

Opens last workbook of

same template and by

same user

Directs user to Create New

Workbook wizard for that

workbook template

Show List of Workbooks

Note Delete Workbook

is executed from List

of Workbook


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Workbook Wizard


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Workbook View


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Quick Access Toolbar


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Content Area


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View Toolbar


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Editing

Interactions: editing a cell

• Double-click on the cell you want to edit.• Once you enter or change the value in the cell, you can navigate to any other cell by double-clicking on

that cell or using the following keyboard keys to

navigate:

• Enter to scroll Down.• Shift + Enter to scroll Up.• Tab to scroll Right.• Shift + Tab to scroll Left.

Undo

• Now toolbar with drop down list of actions to undo • Still available in Edit menu list

Calculate:

•New loc for iconor

•Ctrl T instead of F9


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Graphing

New chart and graph

types

A) Grid only

B) (new) Split

view

C) C) Graph only

view

D) D) Graph type

•Split view supports graph

window creation

wit only 1 click

•Rotate graph allows for

different layout for

data and graph

while only in split

view© 2010, Oracle Corporation – Proprietary and Confidential 61

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Dimension Level Selection

2 ways to select hierarchy levels

• Right click over dimension levels

• Click on dimension tile


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Formatting

Format Dialog Box

Ability to format

across Tabs and

Worksheets!


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Exporting to Excel

Export direct to

Excel


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Printing

In other words,

printing requires

export to excel


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Commit

• Only one Commit Option (Commit ASAP)

• Commit Status Automatically Updated on Toolbar

• Only available if workbook has commit configured


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Summary of Major Changes

Functionality Classic Client Fusion Client

Commit

Classic Client provides 3 commit options. They are Commit Now, Commit ASAP and Commit Later. If a user wants to see the Commit ASAP status, they must go to the Commit ASAP status dialog.

Fusion Client offers one commit option (Commit ASAP). The status of the commit is updated automatically to the user in the UI while in the workbook.

Formatting

In order to make measure, cell, exception or other formatting changes to a single measure, the user would have to go to each worksheet to apply the same changes.

The Fusion Client formatting dialog allows a user to select which views (all or a subset) that they want to apply the formatting changes to.

Page Edge Scrolling

When multiple dimensions are on the page edge, the scrolling would be across all dimensions. If a user reached the last position in a dimension, the next scroll would to the next position of the other dimensions.

Scrolling in the page edge is independent by level. The user selects which level to scroll in.

Split ViewThe only way to view a chart is to toggle the view and only see either the chart or the pivot table in a single worksheet.

The Fusion Client has a new option called split view that allows a user to see the pivot table and chart in the same view.

Block Mode

Unlike outline mode, there is no way to expand and collapse in block mode. If a user is showing multiple levels, the only way they can show data at a higher level in block mode is to remove the lower level from the view.

Within Block Mode, the user can expand and collapse the levels. If they are showing multiple levels and want to see the data for a higher level, they can collapse the lower level and see the higher level data.

67© 2010, Oracle Corporation – Proprietary and Confidential

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Summary of Major ChangesFunctionality Classic Client Fusion Client

Cut/Copy/Paste

There are two options for cut/copy/paste. One is to use the clipboard and the other is to do a server copy.

Cut/Copy/Paste is always to the clipboard.

Undo The user can select cells to undo or can undo all cells.

There is an undo list that shows the user a list of edits that can be undone. This list shows the user the intersection where the edit took place and the value they entered. Undoes all changes after the selected entry.

Show Images Users can see the images at the level they are assigned.

Images are displayed in a carousel. The user can also select to view all images for a parent level.

Find The find operation is used to find along a particular axis.

More sophisticated find functionality. In addition to allowing the user to select which axis to find along, the user can also find within levels.

Measure Profiles Users could create a measure profile that is a duplicate of another profile.

Duplicate measure profiles cannot be created. The user is shown which profile they are using when in the measure show/hide dialog.

Percent of Parent Measures

Relative percent of parent measures are always relative to the configured next level not the next level shown. Also, a user will have to manually show the % attribute to distinguish the percent of parent measure from the source measure.

Relative percent of parent measures are relative to the next level shown. The value will then change based on that level which is shown. Also, the % attribute is automatically displayed when a percent of parent measure is created.


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Summary of Major ChangesFunctionality Classic Client Fusion Client

Alerts

When an alert is inserted into a workbook, the alert measure is placed systemically on a worksheet that matches the measure intersection.

As long as there is one worksheet in the workbook that has the same intersection as the alert measure, the user will be able to choose which worksheet to add the alert onto. Otherwise, a new worksheet will be created.

69© 2010, Oracle Corporation – Proprietary and Confidential

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Fusion Client Demo


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