Saturday, December 17, 2016

Oracle Fusion - tools available by role to customize/extend your Fusion Cloud Application

The following is a list of activities that are commonly part of customizing or extending an Oracle fusion application and provides confirmation if this is possible for an Oracle Fusion deployment. Tools usage depends upon which object you want to modify and in which application like HCM, CRM etc.


You will notice column in below table "MDS?" What is it?  MDS is Oracle MetaData Services, Metadata is data about data or application, it is where your customizations or extensions code is stored, in simple term “it’s a separate bucket of changes which is safe from the upgrade”. MDS delivers the common customization infrastructure that various tools listed in below table use to provide a way to customers to customize application metadata to meet the unique business need.


In this approach base application source metadata code (delivered) is separate from customized metadata code (which is in MDS) but at run time they merge together to show you unified user experience. It is important that the Functional resource and Developer understand the tools they have to perform the specific customization or extension in Oracle Fusion Application. I am not a developer, but after researching more, I realize the importance of knowing it.

Customization/Extension
Tool
Type of User
MDS?
Where to Find Information
View Pages



Add, move, and delete components on a page.
Oracle Composer
Business Analyst
Yes
Add fields, buttons, links, to a standard page (CRM)
CRM Application Composer
Business Analyst
Yes
Customize properties on UI components on a standard page
Oracle Composer
Business Analyst
Yes
Customize properties on UI components on a standard page (CRM)
CRM Application Composer
Business Analyst
Yes
Make UI components on a page personalizable
Oracle Composer
Business Analyst
Yes
Customize the UI Shell template
JDeveloper
Developer
Yes
Customize the UI Shell template (CRM)
Oracle Composer
Business Analyst
Yes
Define resource bundles
JDeveloper
Developer
Yes
Make a custom page personalizable (custom pages created in CRM Application Composer are customizable by default)
JDeveloper
JDeveloper
Yes
Customize onscreen hoover help text
Oracle Composer
Business Analyst
Yes
Customize onscreen help text
JDeveloper
Developer
Yes
Change the look and feel of the entire application
JDeveloper
Developer
No
You can choose the skin you want Oracle Fusion Applications to use. For more information, see "Chapter 17 Implementing Skinning" of the Oracle Fusion Applications Developer's Guide.
Translate custom text
JDeveloper
Developer
Yes
Business Objects



Customize business objects
JDeveloper
Developer
Yes
Customize business objects (CRM)
CRM Application Composer
Business Analyst
Yes
Add an attribute to a business object using flexfields (not CRM)
Setup and Maintenance work area
Business Analyst
No
Create business objects
JDeveloper
Developer
Yes
Create business object (CRM)
CRM Application Composer
Business Analyst
Yes
Add business object page to Navigator menu
Setup and Maintenance work area
Business Analyst
No
Add custom business object work area pages to Navigator menu (CRM)
CRM Application Composer
Business Analyst
No
Add validation to an object
JDeveloper
Developer
Yes
Add validation to an object (CRM)
CRM Application Composer
Business Analyst
Yes
Customize saved search for a custom object (CRM)
CRM Application Composer
Business Analyst
Yes
Create search for an object
JDeveloper
Developer
Yes
Create saved search for a custom object (CRM)
CRM Application Composer
Business Analyst
Yes
Customize task flows for an object
JDeveloper
Developer
Yes
Create task flows for an object
JDeveloper
Developer
Yes
Customize object workflows for an object (CRM)
CRM Application Composer
Business Analyst
Yes
Create object workflows for an object (CRM)
CRM Application Composer
Business Analyst
Yes
Business Processes



Create BPMN process in a BPM project
Business Process Composer
Business Analyst
Yes
Create BPMN approval process in a BPM project (CRM)
CRM Application Composer
Business Analyst
Yes
Customize custom BPM projects
Business Process Composer
Business Analyst
Yes
Customize custom BPM projects (CRM)
CRM Application Composer
Business Analyst
Yes
Customize BPM project templates
Oracle BPM Studio
Developer
Yes
Customize BPEL process or Mediator component, or add additional SOA components
JDeveloper
Developer
Yes
Customize task routing rules, business rules, DVM and, composite properties
Oracle BPM Worklist, Oracle SOA Composer and Oracle Enterprise Manager Fusion Applications Control
Developer
Yes
Reports



Create report layout
Oracle Business Intelligence Publisher
Business Analyst
No
Customize report layouts
Oracle Business Intelligence Publisher
Business Analyst
No
Customize style templates
Oracle Business Intelligence Publisher
Business Analyst
No
Create a report
Oracle Business Intelligence Publisher
Business Analyst
No
Translate a report
Oracle Business Intelligence Publisher
Business Analyst
No
Create report subject area (CRM)
CRM Application Composer
Business Analyst
No
Enterprise Scheduler Jobs


Create Jobs
JDeveloper
Developer
No
Security



Adding data security to custom object
Setup and Maintenance work area
Developer
No
Section 15.4, "Defining Data Security Policies on Custom Business Objects" and Section 15.5, "Enforcing Data Security in the Data Model Project"
Adding function security to custom object
JDeveloper
Developer
No
Adding security to custom object (CRM)
CRM Application Composer
Business Analyst
No
Enabling end users to set instance level security
CRM Application Composer
Business Analyst
No

6 comments: