Extend EBS Using APEX PDF

Extend EBS Using
Applications Express
Session ID#: 15115
Prepared by:
John Peters
JRPJR, Inc
[email protected]
Rev: 2/25/2014
Copyright 2014 by John Peters
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Database Administrators
Oracle Applications Database Administrators
System Administrators supporting Oracle E-Business Suite
Oracle Applications Developers
Middleware Technologists supporting Oracle E-Business
Suite
Security Officers supporting Oracle E-Business Suite
Key Dates
February 19, 2014: Call for presentation proposals begins
April 1, 2014: Registration opens
April 20, 2014: Deadline to submit presentation proposals
Call for Presentation Proposals

Presentation proposals relaying best practices, customer
success stories and how-to, deep-dive instruction will be
accepted for the following educational tracks between February
19 and April 20, 2014:
Applications Strategy and Service
Applications Development
Business Intelligence/ BI Analytics
Database
Middleware
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About the Presenter

John Peters, JRPJR, Inc
Independent Consultant based in the San Francisco Bay Area

Worked with Oracle EBS since 1993
OAUG Workflow SIG Coordinator
Founding board member of the Northern California OAUG GEO
Presented many papers at many conferences:
http://jrpjr.com (paper archives)
[email protected]
Primarily Technology Focus

DBA/System Administration
Extension/Customization Design and Development
Agenda
Describe Applications Express (APEX)
Show three examples of how APEX was used to extend a

clients E-Business Suite environment
Reporting Environment
Reporting Environment with some EBS Update Capability
Completely custom data entry extension to EBS
Installation and Integration with EBS

General Development Steps
Applications Express
APEX - Background
Started out in 2004 as HTML DB
Now up to version 4.2.4, released 12/2013
Well accepted by the EBS ATG team and encourage its use
as a lightweight extension platform
https://blogs.oracle.com/stevenChan/entry/new_whitepaper_upg
rading_your_customizations
Extending Oracle E-Business Suite Release 12 using Oracle
Application Express (APEX) (Doc ID 1306563.1)
How to Integrate APEX with Oracle eBusiness Suite and Set Up
Authentication (Doc ID 373604.1)
Best of all it is FREE, it is included in your Oracle DB License
APEX - Architecture
Applications Express is a browser based Rapid Application
Development and Runtime tool
The resulting application is a set of PL/SQL packages and
Metadata in your Oracle Database
The APEX Listener connects the users browser to the Oracle
Database, typically Oracle APEX Listener with GlassFish
You can leverage the EBS User Authentication and
Authorization scheme
APEX Listener
GlassFish
APEX - Mobile Architecture

Your resulting APEX application can run in any browser on
any device: PC, SmartPhone, Tablet, etc
An APEX application must always have a live connection to
the database, there is no offline capability, so the mobile
device will need a VPN connection
APEX Listener
GlassFish
APEX - Development
Development is done in an APEX Workspace
You can have an infinite number of Workspaces

The Workspace defines the DB user connection
A workspace typically defines an Application
You can migrate Workspaces from DB to DB
Templated, Wizard based development

Many sample applications available to get you started
Expose your EBS objects as Views with select grants
Can be reports, but you can also do updates using EBS APIs
APEX Rapid Development Environment

Browser Based Development Environment
APEX Packaged Applications

Many prebuilt sample packed applications to start and learn from
APEX Templated Development

Template based development making it very easy to build pages
APEX Page Oriented

Each APEX page defines a table/query
Pages can be stand alone reports or charts
You can link together your pages to build an application
APEX Develop a Query
Develop a Query in TOAD, SQL*Developer, or even APEXs

own SQL Workshop
APEX is Just a Development Tool

APEX is just a tool, we need to provide the Framework that
provides:
Authentication
Verifying who a user is when they login to your APEX Application
Authorization
Determining what that specific user is able to see and do in your APEX
Application
APEX Integration with EBS

Authentication
We can use EBS Authentication to ensure the person is who they
say they are. This uses the standard EBS Userid/Passwords.
You can also integrate with EBS supported SSO mechanisms.
Authorization
We can also use EBS Responsibilities to identify what APEX
screens they can access.
You can even register APEX pages as EBS Form Functions

allowing you to put APEX page links in EBS Menus, more on
that later.
Example #1
Reporting Application
APEX A Sample Framework
APEX Framework Organization

In this example the client organized reporting areas as tabs
Authentication is tied to EBS FND_USER logins/passwords
Authorization is tied to EBS Responsibilities assigned to the
user
Sets of responsibilities link to report area tabs
The following are examples of reports under each tab
APEX AP Tab
APEX GL Tab
APEX IT Tab
APEX - Run User Responsibility Report
APEX - Add a filter
APEX Actions and Downloading
APEX Download Format
APEX Downloaded to Excel
APEX Summary and Detail Drill Down
Example #2
Reporting Application
With Updating Capability
Customer 360 Degree View

Everything you wanted to know about a customer in one page
Notice the difference in the Framework

Customer Orders

AR Invoices
How was that done?

AR Invoice Print Program uses BI Publisher
Bursting and Delivery Manager Run
Save PDF file in a specific directory with a specific filename
<DOC_TYPE>_<CUST_NUMBER>_<DOC_NUMBER>
Periodic program scans directories for new files

Loads files into a BLOB in the DB
Metadata also updated with Invoice Details linking to EBS data
APEX just needs to query the custom table build HTML link
If user clicks on link, PDF opens up

Adding a Customer Contact

Adding a Customer Contact
How was that done?

Call the TCA PL/SQL APIs to add a contact record.
Call the TCA PL/SQL APIs to enable a site in a different OU.

You have to grant execute to your APEX DB user on the
PL/SQL APIs.
Isnt that a lot easier than navigating down in the clunky
customer form in EBS.
Additional Reports
Simplified EBS User Administration
Example #3
Simplified Data Entry into EBS
Rental Order Control Center

Business Background
Industrial equipment rental business
Uses Inventory to hold Rental Assets, All Trxs are Serialized
Uses Order Management for Customer Rental Orders
Custom Rental Billing Extension to generate periodic Rental

AR Invoices

EBS Challenge
Everything in EBS worked fine except that Order
Management Shipping and Return was a very cumbersome
process
Picking, Packing, Shipping Confirm
Return Line Creation, RMA Receipt

Plus Rental Assets leave Inventory when they are really still
owned by the company

Solution
Simplified Shipping Entry Form Implemented in APEX
Mobilization of Assets (SubInv Transfer)
DeMobilization of Assets (SubInv Transfer)
Entry of Rental Related Service Charges
APEX Pages can be displayed in anything that runs a

browser
PC
Tablet
Smart Phone
Rather than Forms or OA Framework Pages
Solution Details
4 APEX Forms
1 Custom Table
4 Custom Views
1 Custom OM Header and Line Workflow
5 Custom PL/SQL Packages
APEX Forms
3.1
Trx Rec
Messages
XXZZZZ_OEMOB_TRX_MAIN
3.3
OE_ORDER_PUB
OE_ORDER_HEADERS_ALL
OE_ORDER_LINES_ALL
XXZZZZ_OEMOB_WF_UTIL
3.6
XXZZZZ_OEMOB_VALID_OUS_V
3.2.1
XXZZZZ_OEMOB_ORDER_DETAILS_V
3.2.2
XXZZZZ_OEMOB_LINE_UTIL
3.5
WF_ENGINE
Various WF Tables
XXZZZZ_OEMOB_TRX_LOG
3.4
XXZZZZ_OEMOB_INV_TRX_UTIL
3.7
MTL_TRANSACTIONS_INTERFACE
MTL_SERIAL_NUMBERS_INTERFACE
Various INV Tables
XXZZZZ_OEMOB_AVAIL_SNS_V
3.2.3
XXZZZZ_OEMOB_ORG_SUBINVS_V
3.2.4
XXZZZZ_OEMOB_TRV_DOC_UTIL
3.8
Delivery Document PDF

Pickup Document PDF
3.9
BI Publisher Delivery
Manager Script
(email)
3.10
ROCC Order Lookup

Users use this screen to ship for the Orders they want to
Mobilize or DeMobilize
Default filter criteria, which users can override
ROCC Order Lookup

Users can customize the columns they want to see
Users can add filter criteria
Mobilization Screen
Follows EBS conventions for UI
Very simplified data entry, just the min. information required
Second row of data per line using HTML in result output
Ship To Details
Often not required so it was a separate pop-up window
Minimize UI clutter
DeMobilization Screen
Very simplified data entry, just the min. information required
Installation and
Integration with EBS
Concepts Grants and Synonyms

Create a new DB User XX_APEX
XX_APEX has Grants and Synonyms to EBS APPS Objects
Concepts Workspaces & Applications

Workspace
Contains one or more applications
Level you control Developer Access
Linked to a primary DB User
(XX_APEX)
Application
A group of related pages that meet a
functional requirement
Level that can export/import to migrate
changes between instances
Install your own or use Hosted Instance

For EBS Development you will want to install into your EBS
Instance.
If you are just curious about APEX you can get FREE access
from Oracle:
http://apex.oracle.com
You can create your own Workspace and Applications
Make sure you export you application to save a copy
Install APEX into your EBS Instance

Oracle Application Express, Installation Guide, Release 4.2
E35123-05
Install this into your EBS Database.
If you try to install in a separate DB you will have to use
Database Links to access your data.
This complicates development
Query performance is sub-optimal
I have always used the APEX Listener with Glassfish
APEX Integration with SSO

I would typically leave this for a later step, but you can
integrate with Oracle Access Manager.
You can initially use APEXs built in Authentication
mechanism.
Master Note for Oracle Application Express (APEX)
Integrating APEX 4.1.1 with Oracle Access Manager 11g
Using the APEX Listener with Weblogic Server
(Doc ID 1480284.1)
EBS Integration
If you are not using SSO and want to Authenticate using EBS
users and passwords
How to Integrate APEX with Oracle eBusiness Suite and Set Up
This at a high level explains one way to do this but you must
wrap fnd_web_sec.validate_login in a procedure/function run
owned by APPS.

This one describes the use of fnd_user_pkg.validatelogin, which
still must be wrapped in a procedure/function run owned by
APPS.
You can also integrate with EBS Menus

You can create a menu item that when clicked will open an
APEX page
Setup Profile Option
FND: APEX URL
Create an EBS Form Function
Type JSP
Add your custom Form Function to a Menu
This is documented in detail in:

Development Steps
This is Only a Brief Set of Steps

There are copious tutorials and examples on Oracles Web
Site.
http://apex.oracle.com
Oracle Database, 2 Day + Application Express Developers
Guide, Release 4.2, E35122-05
Each APEX install has sample pre-packaged applications so
you can examine How they did that?. This is also a great way
to kickstart your application development with a prebuilt
foundation.
The paper I mentioned earlier also steps through the

development of a custom APEX page.

1) Determine the general page flow
Everything is just a page from Login through Logout.
The Framework is also just pages.
2) Create your views off of your tables, Grant them to your DB
User (XX_APEX) and create Synonyms.

3) Create your APEX
Pages using the
provided templates
and wizards

4) Optionally edit the Page if needed
APEX Additional Information

The one stop starting point
http://www.oracle.com/technetwork/developertools/apex/overview/index.html
APEX Hosting
http://apex.oracle.com/i/index.html to get your own test
Workspace to try it out for free
Oracle Database Cloud Service
Amazon Cloud Services
Many smaller 3rd party hosting companies
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Extend EBS Using

Who Should Attend

Call for Presentation Proposals

Volunteer Your Time & Knowledge for

Share your knowledge and experience by speaking at a Geo or SIG

Volunteer for the leadership of your Geo or SIG

To offer your time, talents and knowledge, please contact the

OAUG Membership Booth 1039

About the Presenter

Independent Consultant based in the San Francisco Bay Area

Primarily Technology Focus

Show three examples of how APEX was used to extend a

Installation and Integration with EBS

Best of all it is FREE, it is included in your Oracle DB License

APEX - Mobile Architecture

You can have an infinite number of Workspaces

Templated, Wizard based development

APEX Rapid Development Environment

APEX Packaged Applications

APEX Templated Development

APEX Page Oriented

APEX Develop a Query

Develop a Query in TOAD, SQL*Developer, or even APEXs

APEX is Just a Development Tool

APEX Integration with EBS

You can even register APEX pages as EBS Form Functions

APEX A Sample Framework

APEX Framework Organization

The following are examples of reports under each tab

APEX - Run User Responsibility Report

APEX - Add a filter

APEX Actions and Downloading

APEX Download Format

APEX Downloaded to Excel

APEX Summary and Detail Drill Down

Customer 360 Degree View

Customer 360 Degree View

Customer 360 Degree View

How was that done?

Periodic program scans directories for new files

Customer 360 Degree View

Customer 360 Degree View

How was that done?

Call the TCA PL/SQL APIs to enable a site in a different OU.

Simplified EBS User Administration

Rental Order Control Center

Custom Rental Billing Extension to generate periodic Rental

Rental Order Control Center

Return Line Creation, RMA Receipt

Rental Order Control Center

APEX Pages can be displayed in anything that runs a

Rather than Forms or OA Framework Pages

Delivery Document PDF

ROCC Order Lookup

ROCC Order Lookup

Concepts Grants and Synonyms

Concepts Workspaces & Applications

Install your own or use Hosted Instance

Install APEX into your EBS Instance