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  • Siebel 2012-IP Release is now GA

    - by Richard Lefebvre
    The Siebel development team is pleased to announce the general availability of the highly anticipated 2012 Siebel Innovation Pack on 12/12/2012. The journey began last year as a concept at Open World that invigorated the Siebel customer base and partners across the globe, culminating in this 2012-IP release that delivers much valued usability enhancements on an existing release. Open UI and Siebel Mobile are the key innovations that are released as part of the 2012-IP on both 8.1.1.9 and the 8.2.2.2 releases. These innovations are a giant leap forward in facilitating Siebel usability while supporting multiple browsers and devices. Siebel Mobile released as part of the IP provide connected Mobile solutions that support key Horizontal Sales, Field Service, Life Sciences and Consumer Goods flows. See the Siebel Open UI Dada Sheet here.

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  • Getting Started With Tailoring Business Processes

    - by Richard Bingham
    In this article, and for the sake of simplicity, we will use the term “On-Premise” to mean a deployment where you have design-time development access to the instance, including administration of the technology components, the applications filesystem, and the database. In reality this might be a local development instance that is then supported by a team who can deploy your customizations to the restricted production instance equivalents. Tools Overview Firstly let’s look at the Design-Time tools within JDeveloper for customizing and extending the artifacts of a Business Process. In essence this falls into two buckets; SOA Composite Editor for working with BPEL processes, and the BPM Studio. The SOA Composite Editor As a standard extension to JDeveloper, this graphical design tool should be familiar to anyone previously worked with Oracle SOA Server. With easy-to-use modeling capability, backed-up by full XML source-view (for read-only), it provides everything that is needed to implement the technical design. In simple terms, once deployed to the remote SOA Server the composite components (like Mediator) leverage the Event Delivery Network (EDN) for interaction with the application logic. If you are customizing an existing Fusion Applications BPEL process then be aware that it does support MDS-based customization layers just like Page Composer where different customizations are used based on the run-time context, like for a specific Product or Business Unit. This also makes them safe from patching and upgrades, although only a single active version of the composite is available at run-time. This is defined by a field on the composite record, available in Enterprise Manager. Obviously if you wish to fire different activities and tasks based on the user context then you can should include switches to fork the flows in your custom BPEL process. Figure 1 – A BPEL process in Composite Editor The following describes the simplified steps for making customizations to BPEL processes. This is the most common method of changing the business processes of Fusion Applications, as over 400 BPEL-based composite applications are provided out-of-the-box. Setup your local Fusion Applications JDeveloper environment. The SOA Composite Editor should be installed as part of the Fusion Applications extension. If there are problems you can also find it under the ‘Check for Updates’ help menu option. Since SOA Server is not part of the JDeveloper integrated WebLogic Server, setup a standalone WebLogic environment for deploying and testing. Obviously you might use a Fusion Applications development instance also. Package the existing standard Fusion Applications SOA Composite using Enterprise Manager and export it as a complete SOA Archive (SAR) file, resulting in a local .jar file. You may need to ask your system administrator for this. Import the exported SAR .jar file into JDeveloper using the File menu, under the option ‘SOA Archive into SOA Project’. In JDeveloper set the appropriate customization layer values, and then change from the default role to the Fusion Applications Customization Developer role. Make the customizations and save the application project. Finally redeploy the composite application, either to a direct Application Server connection, or as a fresh SAR (jar) file that can then be re-imported and deployed via Enterprise Manager. The Business Process Management (BPM) Suite In addition to the relatively low-level development environment associated with BPEL process creation, Oracle provides a suite of products that allow business process adjustments to be made without the need for some of the programming skills.  The aim is to abstract much of the technical implementation and to provide a Business Analyst tools for immediately implementing organization changes. Obviously there are some limitations on what they can do, however the BPM Suite functionality increases with each release and for the majority of the cases the tools remains as applicable as its developer-orientated sister. At the current time business processes must be explicitly coded to support just one of these use-cases, either BPEL for developer use or BPM for business analyst use. That said, they both run on the same SOA Server in much the same way. The components bundled in each SOA Composite Application can be verified by inspection through Enterprise Manager. Figure 2 – A BPM Process in JDeveloper BPM Suite. BPM processes are written in a standard notation (BPMN) and the modeling tools are very similar to that of BPEL. The steps to deploy a custom BPM process are also essentially much the same, since the BPM process is bundled into a SOA Composite just like a BPEL process. As such the SOA Composite Editor  actually has support for both artifacts and even allows use of them together, such as a calling a BPM process as a partnerlink from a BPEL process. For more details see the references below. Business Analyst Tooling In addition to using JDeveloper extensions for BPM development, there are run-time tools that Business Analysts can use to make adjustments, so that without high costs of an IT project the system can be tuned to match changes to the business operation. The first tool to consider is the BPM Composer, deployed with the middleware SOA Server and accessible online, and for Fusion Applications it is under the Business Process icon on the homepage of the Application Composer. Figure 3 – Business Process Composer showing a CRM process flow. The key difference between this and using JDeveloper is that the BPM Composer has a Business Catalog prepopulated with features and functions that can be used, mostly through registered WebServices. This means no coding or complex interface development is required, simply drag-drop-configure. The items in the business catalog are seeded by either Oracle (as a BPM Template) or added to by your own custom development. You cannot create or generate catalog content from BPM Composer directly. As per the screenshot you can see the Business Catalog content in the BPM Project browser region. In addition, other online tools for use by Business Analysts include the BPM Worklist application for editing business rules and approval management configuration, plus the SOA Composer which focuses on non-approval business rules and domain value maps. At the current time there are only a handful of BPM processes shipped with Fusion Applications HCM and CRM, including on-boarding workers and processing customer registrations.  This also means a limited number of associated BPM Templates provided out-of-the-box, therefore a limited Business Catalog. That said, BPM-based extension is a powerful capability to leverage and will most likely develop going forwards, especially for use in SaaS deployments where full design-time JDeveloper access is not available. Further Reading For BPEL – Fusion Applications Extensibility Guide – Section 12 For BPM – Fusion Applications Extensibility Guide – Section 7 The product-specific documentation and implementation guides for Fusion Applications Fusion Middleware Developers Guide for SOA Suite Modeling and Implementation Guide for Oracle Business Process Management User’s Guide for Oracle Business Process Composer Oracle University courses on BPM Suite and SOA Development

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  • How do I enable the Ubuntu One tray applet?

    - by Richard Holloway
    I am running 10.04 and I am unable to get a tray applet to appear for Ubuntu One. I am sure there was an applet in 9.04 (Jaunty) and 9.10 (Karmic). I have the package ubuntuone-client-gnome installed which Synaptic tells me "This package contains the tray applet and Nautilus extension, providing integration with the GNOME desktop." The applet is not on the "Add to panel..." list and there doesn't appear to be anything in the menus. So how do I make the applet appear?

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  • Nucleus Research: Oracle Fusion CRM is a CRM Leader

    - by Richard Lefebvre
    Nucleus Research published their updated CRM Technology Value Matrix – Second Half 2012.  The Value Matrix evaluates CRM vendors on functionality and usability which they consider the core indicators in an application’s ability to deliver initial ROI and value over time.  Oracle Fusion CRM is in the “Leader” quadrant.  CRM On Demand enters the “Leader” quadrant with the release of version 20 delivering continued investment in Oracle CRM On Demand.   Oracle Siebel CRM is in the “Expert” quadrant.  RightNow continues to be placed in the “Facilitator” quadrant.  The full report is available in the CRM section of the Industry Analyst Reports page on Oracle.com  -  Industry Analyst Relations Web site.

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  • Dynamic model interactions

    - by Richard
    I am just curious as to how in many games (namely games like arkham asylum/city, manhunt, hitman) do they make it so that your character can "grab" a character in front of you and do stuff to them. I know this may sound very confusing but for an example go to youtube and search "hitman executions", and the first video is an example of what i'm asking. Basically I'm wondering how they make your model dynamically interact with whatever other model you come across, so in hitman when you come up behind some one with the fibre wire you strangle the other character or if you have the anesthetic you come up behind some person and put your hand over there mouth while they struggle and slowly go to the floor where you lay them down. I am confused as to whether it was animated to use two models using specific bone/skeletal identifiers, if it is just two completely separate animations that are played at the correct time to make it look like they are actually interacting or something else all together. I am not an animator so i assume most of what i just said is not right but i hope that some one can understand what i mean and provide an answer. PS) I am a programmer and I am in the process of building a hitmanesque game, just because i love that style of game and I want to increase my skills on something fun, so if you do know what i'm talking about have some examples with involving both models and programming (i use c++ and mainly Ogre3D at the moment but i am getting into unity and XNA) i would greatly appreciate it. Thanks.

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  • Oracle Customer Experience events in EMEA: Empowering People, Powering Brands

    - by Richard Lefebvre
    What makes for an exceptional customer experience? What are the organizational, technical and mindset prerequisites for making it a reality? And how ca a company sustain it? => Join one of the following Oracle's Customer Experience events (open to partners and customers) accross Europe <= Amsterdam - 27th September 2012  Milano - 27th September 2012 Madrid - 10th October 2012 London - 18th October 2012 Paris - 25th October (link to registration to be open soon) Other dates & locations to be relased -> Gain insight on what challenges must be addressed and how CX solutions can help deliver great customer experiences across the customer lifecycle and every interaction point. -> Learn how customer experience drives measurable business value by accelerating new customer acquisition, maximizing customer retention, improving operational efficiency and increasing total sales. This is your chance to transition your customer experience management strategies into the 21st century to create tomorrow's experiences today. This interactive event will deliver you the opportunity to learn from and network with your peers and experts.

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  • 81% of European Shoppers Willing to Pay More for Better Customer Experience

    - by Richard Lefebvre
    Customer Experience provides strategic driver for business growth Research released today from Oracle has revealed that customer experience is now a key driver for revenue growth in Europe, and an effective channel for brand differentiation in a globalized economy where products and services are increasingly commoditized. The research report, “Why Customer Satisfaction is No Longer Good Enough,” reveals that 81% of consumers surveyed are willing to pay more for superior customer experience. With nearly half (44%) willing to pay a premium of more than 5%. Improvement of the overall customer experience (40%), providing quick access to information and making it easier for customers to ask questions (35%) were cited as key drivers for spending more with a brand. The pan-European research, carried out in June 2012 by independent research company Loudhouse, surveyed 1400 online shoppers (50% female, 50% male) who had made a complaint or enquiry to a customer service department in the last 12 months. For full research findings please go to: http://bit.ly/UwmB3j or check the Press Release

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  • Next Best Action: an emerging engagement paradigm can elevate customer experience to the next level

    - by Richard Lefebvre
    As customer interactions increase across an expanding number of communication channels, business leaders are struggling to understand and engage with each customer effectively. To address this challenge, leading organizations are adopting strategies around “next best action,” a decision-support model that systematically identifies the next best step to take in the customer conversation—whether that action is providing additional information or targeted services, presenting a unique offer, or taking no action at all... Read the complete article - by Mark A. Stevens (vice president, Insight and Customer Strategy, at Oracle) - here

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  • Why doesn't Firefox cache my images and CSS

    - by Richard A
    I am using IIS7, I have already set up the following. But when I run Firefox it seems not to cache any of my images even with "remember history" set. <?xml version="1.0" encoding="UTF-8"?> <configuration> <system.webServer> <staticContent> <clientCache cacheControlCustom="public" cacheControlMode="UseMaxAge" cacheControlMaxAge="7.00:00:00" /> </staticContent> </system.webServer> </configuration> However when I use Firebug it still points to Firefox not caching images and CSS: public,max-age=604800 Content-Type text/css Content-Encoding gzip Last-Modified Mon, 27 Jun 2011 03:53:22 GMT Accept-Ranges bytes Etag "507968c27d34cc1:0" Vary Accept-Encoding Server Microsoft-IIS/7.5 X-Powered-By ASP.NET Date Mon, 27 Jun 2011 13:06:41 GMT Content-Length 5067 Request Headersview source Host www.xx.com User-Agent Mozilla/5.0 (Windows NT 6.1; rv:2.0.1) Gecko/20100101 Firefox/4.0.1 Accept text/css,*/*;q=0.1 Accept-Language en-us,en;q=0.5 Accept-Encoding gzip, deflate Accept-Charset ISO-8859-1,utf-8;q=0.7,*;q=0.7 Keep-Alive 115 Connection keep-alive Referer http://www.xx.com/ Cookie __utma=62996397.135679654.1309106351.1309159743.1309164158.8; __utmz=62996397.1309106351.1.1.utmcsr=(direct)|utmccn=(direct)|utmcmd=(none); __utmc=62996397

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  • 3 tips for SQL Azure connection perfection

    - by Richard Mitchell
    One of my main annoyances when dealing with SQL Azure is of course the occasional connection problems that communicating to a cloud database entails. If you're used to programming against a locally hosted SQL Server box this can be quite a change and annoying like you wouldn't believe. So after hitting the problem again in http://cloudservices.red-gate.com  I thought I'd write a little post to remind myself how I've got it working, I don't say it's right but at least "it works on my machine" Tip...(read more)

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  • Win a iPad Mini in December with the Oracle Partners Enablement team!

    - by Richard Lefebvre
    Oracle December Calendar is available now! As an Oracle Partner, come back every day in December to the OPN-Enablement Blog and open a door to answer a question about Oracle and his Partner Specialization. Every right answer leads one step further towards a winning opportunity for an iPad mini** To get there, directly click on one of the following links:  https://blogs.oracle.com/opnenablement https://blogs.oracle.com/opnenablement/entry/oracle_december_calender **Participation is limited to Oracle Partner employees only

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  • Affect on speed of wordpress membership plugins -- currently trying s2member [migrated]

    - by Richard
    I'm taking a look at s2member -- I have it running, and my site is very slow -- it's taking on average about 9 or 10 seconds to load. This is the site: http://richardclunan.net I want to figure out if the s2member plugin is causing it to be slow. And whether there are other faster membership plugins... 3 questions: Are there particular settings or things specific to s2member that I should take care of to ensure s2member doesn't make my site slow? If I deactivate the plugin to test the speed of the site with the plugin deactivated, will that mean I'll have to respecify s2member settings when I reactivate it? After it's reactivated will members' accounts work ok? Anybody have observations on s2member or other wordpress membership site plugins and their affect on site speed?

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  • Application Composer Series: Where and When to use Groovy

    - by Richard Bingham
    This brief post is really intended as more of a reference than an article. The table below highlights two things, firstly where you can add you own custom logic via groovy code (end column), and secondly (middle column) when you might use each particular feature. Obviously this applies only where Application Composer exists, namely Fusion CRM and Oracle Sales Cloud, and is based on current (release 8) functionality. Feature Most Common Use Case Groovy Field Triggers React to run-time data changes. Only fired when the field is changed and upon submit. Y Object Triggers To extend the standard processing logic for an object, based on record creation, updates and deletes. There is a split between these firing events, with some related to UI/ADF actions and others originating in the database. UI Trigger Points: After Create - fires when a new object record is created. Commonly used to set default values for fields. Before Modify - Fires when the end-user tries to modify a field value. Could be used for generic warnings or extra security logic. Before Invalidate - Fires on the parent object when one of its child object records is created, updated, or deleted. For building in relationship logic. Before Remove - Fires when an attempt is made to delete an object record. Can be used to create conditions that prevent deletes. Database Trigger Points: Before Insert in Database - Fires before a new object is inserted into the database. Can be used to ensure a dependent record exists or check for duplicates. After Insert in Database - Fires after a new object is inserted into the database. Could be used to create a complementary record. Before Update in Database -Fires before an existing object is modified in the database. Could be used to check dependent record values. After Update in Database - Fires after an existing object is modified in the database. Could be used to update a complementary record. Before Delete in Database - Fires before an existing object is deleted from the database. Could be used to check dependent record values. After Delete in Database - Fires after an existing object is deleted from the database. Could be used to remove dependent records. After Commit in Database - Fires after the change pending for the current object (insert, update, delete) is made permanent in the current transaction. Could be used when committed data that has passed all validation is required. After Changes Posted to Database - Fires after all changes have been posted to the database, but before they are permanently committed. Could be used to make additional changes that will be saved as part of the current transaction. Y Field Validation Displays a user entered error message based groovy logic validating the field value. The message is shown only when the validation logic returns false, and the logic is triggered only when tabbing out of the field on the user interface. Y Object Validation Commonly used where validation is needed across multiple related fields on the object. Triggered on the submit UI action. Y Object Workflows All Object Workflows are fired upon either record creation or update, along with the option of adding a custom groovy firing condition. Y Field Updates - change another field when a specified one changes. Intended as an easy way to set different run-time values (e.g. pick values for LOV's) plus the value field permits groovy logic entry. Y E-Mail Notification - sends an email notification to specified users/roles. Templates support using run-time value tokens and rich text. N Task Creation - for adding standard tasks for use in the worklist functionality. N Outbound Message - will create and send an XML payload of the related object SDO to a specified endpoint. N Business Process Flow - intended for approval using the seeded process, however can also trigger custom BPMN flows. N Global Functions Utility functions that can be called from any groovy code in Application Composer (across applications). Y Object Functions Utility functions that are local to the parent object. Usually triggered from within 'Buttons and Actions' definitions in Application Composer, although can be called from other code for that object (e.g. from a trigger). Y Add Custom Fields When adding custom fields there are a few places you can include groovy logic. Y Default Value - to add logic within setting the default value when new records are entered. Y Conditionally Updateable - to add logic to set the field to read-only or not. Y Conditionally Required - to add logic to set the field to required or not. Y Formula Field - Used to provide a new aggregate field that is entirely based on groovy logic and other field values. Y Simplified UI Layouts - Advanced Expressions Used for creating dynamic layouts for simplified UI pages where fields and regions show/hide based on run-time context values and logic. Also includes support for the depends-on feature as a trigger. Y Related References This Blog: Application Composer Series Extending Sales Guide: Using Groovy Scripts Groovy Scripting Reference Guide

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  • The Evolution of Customer Experience in Retail - a study by Oracle and TCS

    - by Richard Lefebvre
    Two New Studies Point to the Direction Retailers are Taking in their CX Initiatives. Is it the Right Direction? The sheer velocity of change in retailing and customer behavior is forcing retailers to reinvigorate, expand and sharpen their vital Customer Experience (CX) strategies. Customers are becoming increasingly dynamic as they race to embrace the newest digital channels; shop in new ways on mobile devices, including smartphones and tablets, on the Web and in the store; share experiences socially; and interact with their preferred brands in new ways. Retailers are stepping up to their customers as they and their competitors create new modes of customer interaction. Underpinning these changes are vast quantities of customer data as customers flood digital channels and the social sphere. The informed retailer must now understand what their priorities are and what they should be for the future. To better understand this, Tata Consultancy Services (TCS) and Oracle independently launched CX-focused surveys to uncover what retailing leadership found important today. By comparing the results of these two studies together, we can further discover new insights about the industry. Click here to download this informative white paper.

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  • Case study: LOREX Technology Increases Website Traffic 90% with Oracle ATG

    - by Richard Lefebvre
    LOREX Technology Increases Website Traffic 90% by Enhancing the Online Customer Experience with a Flexible E-Commerce Platform LOREX Technology Inc. provides businesses and consumers with advanced video surveillance security products under the LOREX and Digimerge brands. LOREX, which caters to midsize business and consumer markets, is available in thousands of retail locations across North America. The Digimerge division sells its products through security system distributors in North America. Both brands concentrate on the sale of wired, wireless, and IP security surveillance and monitoring equipment, including cameras, digital video recorders, and all-in-one systems. LOREX conducted an extensive search for the right e-commerce platform to address its immediate need for a more intuitive shopping cart interface that could grow along with the company. After reviewing other solutions, including open source, LOREX chose Oracle ATG Web Commerce because it addressed every stage of the buying process and crossed all customer touch points, including the Web, contact center, mobile devices, social media, and its B2B partners’ physical stores. LOREX also found that Oracle ATG Web Commerce’s functionality was more robust than competing options, and it offered an attractive total cost of ownership. “Oracle ATG Web Commerce provided an optimal foundation to support rapid, scalable, long-term business growth while allowing full control of the platform,” said Sufi Khan Sulaiman, director, E-Commerce and Digital, LOREX. Read full story here  

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  • Eloqua Sales Awareness Training for Partners - London, November 28-29

    - by Richard Lefebvre
    We are pleased to invite you to the free of charge Oracle Eloqua Sales Awareness Training for Partners - London, November 28&29 - COME LEARN WHAT ALL THE BUZZ IS ABOUT! WHEN SALES & MARKETING BOND, REVENUE GROWS It’s not one thing that makes a company successful with marketing automation – it’s the combination of the best implementation, flexible long-term support and access to a community of marketing innovation that ensures you have the assistance you need every step of the way. Our customers choose Oracle|Eloqua because they know when sales and marketing work together, leads are called upon, quotas are crushed and revenues climb. Learn how Oracle|Eloqua can help you put marketing to work for you! COVERED IN THIS TRAINING Eloqua and the Customer Experience Strategy How Modern Marketing Works Introduction to Eloqua – Whiteboard POV Go To Market Playbook Competitive Landscape Integration Options Service Offerings With case studies, workshops and product demos to help you on your way to a new world of marketing expertise LOGISTICS If you are ready to join us on this journey, now’s the time to let us know! Tell us a little about your experience – complete this form to help us know you better (Please ignore if your firm has already completed) Complete this form to RSVP by Thursday, November 21, 2013. Find out more about the Oracle|Eloqua, join the Oracle Eloqua Marketing Cloud Service Knowledge Zone and keep up on all the news! QUESTIONS? Contact [email protected] Please note that similar events will take place in other cities (Brussels, Istanbul and more come) later in 2014. /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0cm 5.4pt 0cm 5.4pt; mso-para-margin:0cm; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";}

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  • How to schedule time-of-day upgrades

    - by Richard
    Hello, I'm responsible for about 30 Ubuntu computers at a private K-8 school. We have only a 3Mbps internet connection serving the entire campus, and I would like to ensure that updates are done in the middle of the night - so that daytime tasks are not slowed down. I'm using Ubuntu 10.04, and have set all computers to download and install security updates via the update manager. I have also installed cron-apt, and modified the config file to stagger the start times of the upgrades from about 10pm to 4am local time. HOWEVER - this morning I arrived at the school at 7:30am and all the computers were busy downloading a large security based update. Needless to say, all internet activity was slowed to a crawl (for the next 2 hours), and the computer users were very very upset. This was the event I'm trying so hard to prevent. It seems that my scheme to ensure middle of the night downloads failed, and I'm not sure why. I've also tried some schemes using unattended-upgrades & crontab, but there always seemed to be something scheduling upgrades to occur in addition to the ones I try to force at middle of the night. Is there a sure fire way to absolutely positively guarantee that updates will occur only at one specific time? It would be nice if the update manager just had a drop down menu to specify a designated time. Thanks in advance for any help you can give me.

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  • Fusion Learning Center News

    - by Richard Lefebvre
    The Fusion Learning Center portal now includes more than 1,600 learning assets. With so many assets, we have re-organized this portal slightly by introducing a new References section in the right lower corner, where we are providing quick links to the key assets. Furthermore, we have introduced a new Release Readiness section in the left navigation. Currently this points to the latest release; Release 4. We will be updating this section to also include the ability to stripe the assets by release. More to come on this later! New Assets and Uplifted Content include: The CRM Family Foundation webinar is updated to reflect the latest content CRM has also created two new Sales Positioning webinars: Contracts Solution Pitch and PRM Solution Pitch The Fusion Apps FAQ is updated - the changes can be found in the change log

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  • How do I set the default size of /dev/shm?

    - by Richard
    I'd like to change the default size of /dev/shm in Lubuntu 11.10 (also known as /run/shm now, I guess). It doesn't seem to appear in my fstab: # / was on /dev/sdb5 during installation UUID=66ac63f0-45fa-4766-9d20-7c56bcd0460d / ext3 noatime,errors=remount-ro 0 1 # /home was on /dev/sdb7 during installation UUID=227f1b29-5d04-4c28-9c9c-ea70b1726434 /home ext3 noatime 0 2 # swap was on /dev/sdb6 during installation #UUID=9e13b7cc-1f75-4b4e-9e79-c0f7368de353 none swap sw 0 0 /dev/mapper/cryptswap1 none swap sw 0 0 tmpfs /tmp tmpfs defaults,noexec,nosuid 0 0 tmpfs /var/tmp tmpfs defaults,noexec,nosuid 0 0

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  • BPI onDemand to present at the Sales Director Live Event - London November 22-23

    - by Richard Lefebvre
    BPI OnDemand will be exhibiting and presenting a seminar at the Sales Director Live event, on 22nd and 23rd November, at Olympia in London. http://www.salesdirectorlive.co.uk/ BPI OnDemand provide configured CRM solutions for organisations across industries. It is the only company offering a ZERO up front cost implementation model....so there's no longer a need to pay large project budgets to get started. “Working with BPI OnDemand has been a very positive experience. BPI OnDemand demonstrated a high level of professionalism and service and were always available to answer questions—throughout the initial implementation and beyond. Their involvement added to the extreme value of our new CRM solution, as we were able to tailor the product specifically to our needs,” said Phil Hill, CIO, BMS Group. www.thebpiway.com

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  • Application Composer: Exposing Your Customizations in BI Analytics and Reporting

    - by Richard Bingham
    Introduction This article explains in simple terms how to ensure the customizations and extensions you have made to your Fusion Applications are available for use in reporting and analytics. It also includes four embedded demo videos from our YouTube channel (if they don't appear check the browser address bar for a blocking shield icon). If you are new to Business Intelligence consider first reviewing our getting started article, and you can read more about the topic of custom subject areas in the documentation book Extending Sales. There are essentially four sections to this post. First we look at how custom fields added to standard objects are made available for reporting. Secondly we look at creating custom subject areas on the standard objects. Next we consider reporting on custom objects, starting with simple standalone objects, then child custom objects, and finally custom objects with relationships. Finally this article reviews how flexfields are exposed for reporting. Whilst this article applies to both Cloud/SaaS and on-premises deployments, if you are an on-premises developer then you can also use the BI Administration Tool to customize your BI metadata repository (the RPD) and create new subject areas. Whilst this is not covered here you can read more in Chapter 8 of the Extensibility Guide for Developers. Custom Fields on Standard Objects If you add a custom field to your standard object then it's likely you'll want to include it in your reports. This is very simple, since all new fields are instantly available in the "[objectName] Extension" folder in existing subject areas. The following two minute video demonstrates this. Custom Subject Areas for Standard Objects You can create your own subject areas for use in analytics and reporting via Application Composer. An example use-case could be to simplify the seeded subject areas, since they sometimes contain complex data fields and internal values that could confuse business users. One thing to note is that you cannot create subject areas in a sandbox, as it is not supported by BI, so once your custom object is tested and complete you'll need to publish the sandbox before moving forwards. The subject area creation processes is essentially two-fold. Once the request is submitted the ADF artifacts are generated, then secondly the related metadata is sent to the BI presentation server API's to make the updates there. One thing to note is that this second step may take up to ten minutes to complete. Once finished the status of the custom subject area request should show as 'OK' and it is then ready for use. Within the creation processes wizard-like steps there are three concepts worth highlighting: Date Flattening - this feature permits the roll up of reports at various date levels, such as data by week, month, quarter, or year. You simply check the box to enable it for that date field. Measures - these are your own functions that you can build into the custom subject area. They are related to the field data type and include min-max for dates, and sum(), avg(), and count() for  numeric fields. Implicit Facts - used to make the BI metadata join between your object fields and the calculated measure fields. The advice is to choose the most frequently used measure to ensure consistency. This video shows a simple example, where a simplified subject area is created for the customer 'Contact' standard object, picking just a few fields upon which users can then create reports. Custom Objects Custom subject areas support three types of custom objects. First is a simple standalone custom object and for which the same process mentioned above applies. The next is a custom child object created on a standard object parent, and finally a custom object that is related to a parent object - usually through a dynamic choice list. Whilst the steps in each of these last two are mostly the same, there are differences in the way you choose the objects and their fields. This is illustrated in the videos below.The first video shows the process for creating a custom subject area for a simple standalone custom object. This second video demonstrates how to create custom subject areas for custom objects that are of parent:child type, as well as those those with dynamic-choice-list relationships. &lt;span id=&quot;XinhaEditingPostion&quot;&gt;&lt;/span&gt; Flexfields Dynamic and Extensible Flexfields satisfy a similar requirement as custom fields (for Application Composer), with flexfields common across the Fusion Financials, Supply Chain and Procurement, and HCM applications. The basic principle is when you enable and configure your flexfields, in the edit page under each segment region (for both global and context segments) there is a BI Enabled check box. Once this is checked and you've completed your configuration, you run the Scheduled Process job named 'Import Oracle Fusion Data Extensions for Transactional Business Intelligence' to generate and migrate the related BI artifacts and data. This applies for dynamic, key, and extensible flexfields. Of course there is more to consider in terms of how you wish your flexfields to be implemented and exposed in your reports, and details are given in Chapter 4 of the Extending Applications guide.

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  • FORBES.COM: Oracle's message is loud & clear – “we've got the cloud”

    - by Richard Lefebvre
    In a two-part series on Oracle's cloud strategy, Bob Evans reports on the October 4 meeting where Wall Street analysts questioned Mark Hurd and Safra Catz about the company's positioning for the shift to cloud computing. Check out Bob's related Forbes.com piece "The Dumbest Idea of 2013," in response to the preposterous chatter that Larry Ellison and Oracle don't "get" the cloud. His powerful six-point argument unravels our competitors' spin. Read the "Dumbest Idea."

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  • What to "CRM" in San Francisco? CRM Highlights for OpenWorld '12

    - by Richard Lefebvre
    There is plenty to SEE for CRM during OpenWorld in San Francisco, September 30 - October 4! Here are some of the sessions in the CRM Track that you might want to consider attending for products you currently own or might consider for the future. I think you'll agree, there is quite a bit of investment going on across Oracle CRM. Please use OpenWorld Schedule Builder or check the OpenWorld Content Catalog for all of the session details and any time or location changes. Tip: Pre-enrolled session registrants via Schedule Builder are allowed into the session rooms before anyone else, so Schedule Builder will guarantee you a seat. Many of the sessions below will likely be at capacity. General Session: Oracle Fusion CRM—Improving Sales Effectiveness, Efficiency, and Ease of Use (Session ID: GEN9674) - Oct 2, 11:45 AM - 12:45 PM. Anthony Lye, Senior VP, Oracle leads this general session focused on Oracle Fusion CRM. Oracle Fusion CRM optimizes territories, combines quota management and incentive compensation, integrates sales and marketing, and cleanses and enriches data—all within a single application platform. Oracle Fusion can be configured, changed, and extended at runtime by end users, business managers, IT, and developers. Oracle Fusion CRM can be used from the Web, from a smartphone, from Microsoft Outlook, or from an iPad. Deloitte, sponsor of the CRM Track, will also present key concepts on CRM implementations. Oracle Fusion Customer Relationship Management: Overview/Strategy/Customer Experiences/Roadmap (CON9407) - Oct 1, 3:15PM - 4:15PM. In this session, learn how Oracle Fusion CRM enables companies to create better sales plans, generate more quality leads, and achieve higher win rates and find out why customers are adopting Oracle Fusion CRM. Gain a deeper understanding of the unique capabilities only Oracle Fusion CRM provides, and learn how Oracle’s commitment to CRM innovation is driving a wide range of future enhancements. Oracle RightNow CX Cloud Service Vision and Roadmap (CON9764) - Oct 1, 10:45 AM - 11:45 AM. Oracle RightNow CX Cloud Service combines Web, social, and contact center experiences for a unified, cross-channel service solution in the cloud, enabling organizations to increase sales and adoption, build trust, strengthen relationships, and reduce costs and effort. Come to this session to hear from Oracle experts about where the product is going and how Oracle is committed to accelerating the pace of innovation and value to its customers. Siebel CRM Overview, Strategy, and Roadmap (CON9700) - Oct 1, 12:15PM - 1:15PM. The world’s most complete CRM solution, Oracle’s Siebel CRM helps organizations differentiate their businesses. Come to this session to learn about the Siebel product roadmap and how Oracle is committed to accelerating the pace of innovation and value for its customers on this platform. Additionally, the session covers how Siebel customers can leverage many Oracle assets such as Oracle WebCenter Sites; InQuira, RightNow, and ATG/Endeca applications, and Oracle Policy Automation in conjunction with their current Siebel investments. Oracle Fusion Social CRM Strategy and Roadmap: Future of Collaboration and Social Engagement (CON9750) - Oct 4, 11:15 AM - 12:15 PM. Social is changing the customer experience! Come find out how Oracle can help you know your customers better, encourage brand affinity, and improve collaboration within your ecosystem. This session reviews Oracle’s social media solution and shows how you can discover hidden insights buried in your enterprise and social data. Also learn how Oracle Social Network revolutionizes how enterprise users work, collaborate, and share to achieve successful outcomes. Oracle CRM On Demand Strategy and Roadmap (CON9727) - Oct 1, 10:45AM - 11:45AM. Oracle CRM On Demand is a powerful cloud-based customer relationship management solution. Come to this session to learn directly from Oracle experts about future product plans and hear how Oracle is committed to accelerating the pace of innovation and value to its customers. Knowledge Management Roadmap and Strategy (CON9776) - Oct 1, 12:15PM - 1:15PM. Learn how to harness the knowledge created as a natural byproduct of day-to-day interactions to lower costs and improve customer experience by delivering the right answer at the right time across channels. This session includes an overview of Oracle’s product roadmap and vision for knowledge management for both the Oracle RightNow and Oracle Knowledge (formerly InQuira) product families. Oracle Policy Automation Roadmap: Supercharging the Customer Experience (CON9655) - Oct 1, 12:15PM - 1:15PM. Oracle Policy Automation delivers rapid customer value by streamlining the capture, analysis, and deployment of policies across every facet of the customer experience. This session discusses recent Oracle Policy Automation enhancements for policy analytics; the latest Oracle Policy Automation Connector for Siebel; and planned new capabilities, including availability with the Oracle RightNow product line. There is much more, so stay tuned for more highlights or check out the Content Catalog and search for your areas of interest. 

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  • Be Prepared: Technology Trends Converge and Disrupt

    - by Richard Lefebvre
    Cloud. Big data. Mobile. Social media: these mega trends in technology have had a profound impact on our lives. And now according to SVP Ravi Puri from North America Oracle Consulting Services, these trends are starting to converge and will affect us even more. His article, “Cloud, Analytics, Mobile, And Social: Convergence Will Bring Even More Disruption” appeared in Forbes on June 6. For example, mobile and social are causing huge changes in the business world. Big data and cloud are coming together to help us with deep analytical insights. And much more. These convergences are causing another wave of disruption, which can drive all kinds of improvements in such things as customer satisfaction, competitive advantage, and growth. But, according to Puri, companies need to be prepared. In this article, Puri urges companies to get out in front of the new innovations. H3 gives good directions on how to do so to accelerate time to value and minimize risk. The post is a good thought leadership piece to pass on to your customers.

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