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• Important Note for Enablement Service Pack 1 for UPK 3.6.1

  - by marc.santosusso

  The following was originally posted to one of the UPK communities on LinkedIn. Since this post generated some feedback that this information was not well-known, I thought it would be good to repost, which I've done with permission from Earl Sullivan. This is an FYI for those who have UPK 3.6.1 and applied the Enablement Pack 1. There is a manual database update that is needed to be run. Here is the information: To correct an issue with permissioning in the Library, this Service Pack, issued in March 2010, also contains scripts to update the database on the Oracle Database or MicrosoftSQL server. Once you have run the Setup.exe file for the Service Pack, the necessary script files can be found at the root of the folder where the Developer is installed. These scripts must be run manually according to the instructions below. To update a database located on an Oracle Database server manually: Run the Setup.exe to install the files for the Service Pack. Start SQL*Plus and login with the system account. At the command prompt, enter the path to the AlterSchemaObjects.sql script located at the root of the folder where the Developer is installed. and append the following parameters: schema_owner - There is a limit of 20 characters on the schema owner name. You can find this information in the web.config file located in the Repository.WS in the folder where the server is installed. password - The existing schema owner password. Statement with generic parameters: @C:\AlterSchemaObjects.sql schema_owner password 4. Run the AlterSchemaObjects.sql script. To update a database located on a Microsoft SQL server manually: Run the Setup.exe to install the files for the Service Pack. Log in to the database using the database administrator account. Open and edit the AlterDBObjects.sql file located at the root of the folder where the Developer is installed. Replace the ODServer text with the username used when the database was installed. You can find this information in the web.config file located in the Repository.WS folder in the folder where the server is installed. Change the database from master to the name of the existing Developer database and run the AlterDBObjects.sql script. Note: The database name is the initial catalog in the connection string in the web.config file. Editor's note: The database update fixes a problem with permissions where the permissions for a user will be incorrectly updated when a group that the user was removed from has their permissions changed.

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• UPK Hands-on Labs at OHUG

  - by Karen Rihs

  Going to OHUG, June 18-22? Be sure to attend one or more UPK hands-on labs! Choose from Basic, Advanced, What's New, and Prebuilt Content!   Oracle User Productivity Kit 11.1 Workshop – Basic Stephen Armbruster, Oracle Corporation June 19, 2012, 11:00 a.m. – 12:00 p.m. June 20, 2012, 4:30 – 5:30 p.m. The User Productivity Kit (UPK) is a comprehensive, cost-effective, customizable solution that helps your organization quickly create the critical documentation, training, and support materials needed to drive project team and user productivity throughout the lifecycle of your software. The User Productivity Kit provides system process documentation, user acceptance test scripts, comprehensive instructor-led training materials, web-based training materials, role-based performance support, and complete documentation. Also provided is the UPK Developer, which serves as a single-source development and customization tool to enable rapid content creation and customization. The User Productivity Kit delivers: Business process documentation for fit-gap analysis - providing time and cost savings that jump-start your implementation or upgrade User Acceptance test scripts to help test applications prior to go-live State-of-the-art instructional design tools to rapidly build and tailor documentation, instructor-led training materials, and web-based training to fit organizational needs Live-application performance support with transactional and procedural information to maximize user efficiency. By registering for this hands-on UPK workshop, participants will use UPK to build an application job aid and simulation that can be used as performance support for the application. But hurry, space is limited! Oracle User Productivity Kit 11.1 Workshop – Advanced Stephen Armbruster, Oracle Corporation June 20, 2012, 1:30 – 2:30 p.m. This special workshop is for those already familiar with UPK and will cover advanced concepts. In this workshop, you will gain an in-depth knowledge of working with the UPK Developer. Following this workshop, you will be able to: Create publishing categories Add a logo to a publishing project Publish using the newly created category Configure your own library view Manage topic history in a multi-user environment Oracle User Productivity Kit 11.1 Workshop – What’s NEW! Stephen Armbruster, Oracle Corporation June 19, 2012, 1:30 – 2:30 p.m. June 21, 2012, 1:00 – 2:00 p.m. This special workshop is for those already familiar with UPK and will focus on the new features included in the latest version 11.1. In this workshop, you will review most of the new features included in the UPK Developer. Oracle User Productivity Kit 11.1 Workshop – Prebuilt Content Stephen Armbruster, Oracle Corporation June 19, 2012, 4:30 – 5:30 p.m. June 21, 2012, 2:15 – 3:15 p.m. This special workshop is for those already familiar with UPK and will focus on the latest version 11.1. At the end of this workshop, you will be able to demonstrate how to: Import prebuilt content Modify content frames Add a decision frame Translate a topic into Spanish Stephen Armbruster is a principal sales consultant, specializing in HCM and UPK applications for Oracle over the past twelve years. In addition to his current role, he serves as an ambassador for the Fusion User Experience (UX) team and is tasked with evangelizing the UX for end users across all Oracle brands (Fusion, PSFT, JDE, and EBS).  He is also a trusted advisor to Oracle’s Product Management teams related to Learning Management Systems (LMS). Prior to joining Oracle, he was an instructor as well as an instructional technologist working in the medical diagnostics, high tech, and information management industries. As an expert in both LMS and UPK, he regularly speaks at Oracle conferences including Oracle OpenWorld and OHUG on topics that span using Oracle solutions to accomplish employee training, certification, and user adoption. His presentations are both entertaining and engaging.

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• UPK for Testing Webinar Recording Now Available!

  - by Karen Rihs

  For anyone who missed last week’s event, a recording of the UPK for Testing webinar is now available.  As an implementation and enablement tool, Oracle’s User Productivity Kit (UPK) provides value throughout the software lifecycle.  Application testing is one area where customers like Northern Illinois University (NIU) are finding huge value in UPK and are using it to validate their systems.  Hear Beth Renstrom, UPK Product Manager and Bettylynne Gregg, NIU ERP Coordinator, discuss how the Test It Mode, Test Scripts, and Test Cases of UPK can be used to facilitate applications testing.

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• UPK 3.6.1 New Feature - Publish Presentation

  - by peter.maravelias

  UPK includes numerous options for deploying the content you have created. Most UPK users are familiar with the UPK Player and the various document outputs that have been available as publishing formats for some time now. In addition UPK provides the content developer the ability to publish content for use in specific environments, LMS, Test Director are two examples. UPK 3.6.1 adds the Presentation publishing type. The Presentation publishing type produces a slideshow presentation of screenshots and text of each topic as a separate Microsoft PowerPoint file. To publish to the presentation option just select the type under the documents category in the publishing wizard. Give this new publishing type a try and let us know what you think by posting a comment. The Presentation publishing type feature came from a customer request and given the ever growing methods and channels for communication we'd like to know what other output types or methods of using existing outputs you would like to see in a future release of UPK.

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• TOMORROW! UPK for Testing Webinar

  - by Karen Rihs

  UPK Webinar:  UPK for Testing September 13, 2012 10 am pacific / 1 pm eastern As an implementation and enablement tool, Oracle’s User Productivity Kit (UPK) provides value throughout the software lifecycle.  Application testing is one area where customers like Northern Illinois University (NIU) are finding huge value in UPK and are using it to validate their systems.  Join us for an OAUG-sponsored event on Sept 13th to hear Beth Renstrom, UPK Product Manager and Bettylynne Gregg, NIU ERP Coordinator, discuss how the Test It Mode, Test Scripts, and Test Cases of UPK can be used to facilitate applications testing. Click Here to Register

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• Introducing Oracle User Productivity Kit (UPK) 12.1 Thursday 26th June 2014 – Oracle, Reading, Berkshire

  - by Kathryn Lustenberger

  Join Oracle UPK Product Management and Product Development In conjunction with Larmer Brown Register Now v\:* {behavior:url(#default#VML);} o\:* {behavior:url(#default#VML);} w\:* {behavior:url(#default#VML);} .shape {behavior:url(#default#VML);} Normal 0 false false false false EN-US X-NONE X-NONE /* 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:0in 5.4pt 0in 5.4pt; mso-para-margin-top:0in; mso-para-margin-right:0in; mso-para-margin-bottom:10.0pt; mso-para-margin-left:0in; line-height:115%; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} table.MsoTableGrid {mso-style-name:"Table Grid"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-priority:59; mso-style-unhide:no; border:solid windowtext 1.0pt; mso-border-alt:solid windowtext .5pt; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-border-insideh:.5pt solid windowtext; mso-border-insidev:.5pt solid windowtext; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} UPK Client Event – Introducing v12.1 Thursday 26th June 2014 Oracle Thames Valley Park, Reading, Berkshire Agenda Time Session 10.00am Registration and Coffee 10.30am Introductions and Objectives TWIN TRACK SESSION 10.45am Introduction to UPK (Standard) Version 12.1 Overview and Demonstration for delegates new to UPK Upgrading to UPK (Standard) Version 12.1 Demonstration of the latest release, for delegates with experience of UPK 12.25pm Q&A An opportunity for delegates to raise specific questions about the tool Q&A An opportunity for delegates to raise specific questions about the latest release 12.45pm Lunch 1.30pm Larmer Brown Development Tracker Larmer Brown’s Development Tracker addresses the challenge of ensuring that a Content Development Project will meet agreed deadlines, identifying risks with sufficient notice to take action 1.50pm Case Study How the Development Tracker addressed this client’s requirement to track, monitor and report progress on a large-scale implementation Project 2.10pm Larmer Brown Library Content for UPK This session will showcase some of Larmer Brown’s content library and consider how pre-built content can be used to your advantage 2.30pm Coffee Break 2.45pm Making the most of UPK Professional This presentation and demonstration seeks to unlock the potential of UPK Professional for those that may not be fully utilising the tool   3.20pm Case Study How this client has utilised the tracking and reporting features within UPK Professional 3.40pm Summary and Conclusions 4.00pm Close

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• Tip: Recording Non-Maximized Applications in UPK

  - by Marc Santosusso

  Have you ever wanted to record an application that would not maximize, or an application that would look strange maximized? Or perhaps your Windows Desktop has become cluttered with icons and you don't want to capture the clutter in your recordings. Here's a tip that will help: create a background for your recording. Create a blank HTML file with a black background in your favorite HTML editor. Or download this sample file: UPK_Recording_Background.html (right click to save). If you would prefer a different color background in the sample file, open it in Notepad and change “#000” to a different HTML color. Open UPK_Recording_Background.html in its own web browser window. Press F11 to make the web browser window full screen. This should give you a completely black screen. (This works great in modern versions of the most popular browsers. I successfully used Firefox 15, Chrome 22, and IE 9. Open or switch to the desired application so that it sits on top of the full screen browser window. If the application you are recording is also in a browser, it is important that it be in a separate browser window from the UPK_Recording_Background.html. Record your topic normally. The above steps create a recording background using an HTML file and a web browser. This is just one method, for instance you could do the same thing with an image editor and an image viewer with a full screen view. Now you can record a non-maximized application without a distracting background. I hope you find this to be a helpful tip. Let us know what you think in the comments.

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• Oracle UPK Customer Roundtable - Featuring Medtronic's Journey To Support Global Systems Implementat

  - by [email protected]

  Hear Medtronic's journey of adopting Oracle UPK globally across their SAP, Siebel, and PeopleSoft applications. Register Now for this free webinar! Thursday, April 29, 2010 -- 9:00 am PT Medtronic's success story highlights how Oracle UPK improved workforce effectiveness, addressed compliance, and ensured end user adoption. From starting out with a small group of developers using Oracle UPK to having 35 developers creating 18,000 topics, Oracle UPK has become part of Medtronic's learning infrastructure with multi-languages, help menu integration and much more.

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• QA & Testing with UPK

  - by dan.gallo(at)oracle.com

  Most customers know that UPK produces both the word and excel based test scripts for UAT. Did you know that you can use UPK for QA review and bug tracking? To use UPK for QA, create content and assign it appropriately to authorized reviewers. Then have them open the developer, use customized views to find content assigned to them quickly and check out the topics. Then they can use the topic editor to review the content and provide comments right into the bubbles or use explanation frames. It makes QA-ing content this way easier than publishing and sending out .tpcs or docs for people to review. How about UPK for bug tracking? The hardest part about fixing bugs in software is reproducing the error! When you use UPK for bug tracking, it captures the exact steps the user took that gave them the error. Now development can easily walk through the process in a simulated environment to see what might have caused it, they have a documented procedure for what generated the error and they are able to better communicate with the LOB. Also, they can update or attach the simulation\documentation to any defect management software like bugzilla or something similar -all thanks to UPK.

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• UPK Basics Hands On Lab at Oracle Open World Latin America

  - by user581320

  Orrcle Open World Latin America 2012 will be in Sao Paulo, Brazil December fourth through the sixth. There's so much to see and learn from at Oracle OpenWorld : keynotes, technical sessions, Oracle and partner demonstrations, hands-on labs, networking events, and more.  I will be presenting a hands-on lab at the show this year, Introduction to Oracle User Productivity Kit - Learn the Basics in the afternoon on Tuesday December 4th.  This nonstop one hour lab covers topics from Getting Started with UPK to the basics of creating an outline, some typical content and concluding with publishing some of the many outputs UPK is capable of.   If you are planning on attending the show, come by the lab and see what UPK is all about.  I’ll be in Sao Paulo all week to fulfill my need to extend California’s summer by another week (trip bonus) and to meet and discuss all things UPK with our customers and partners.  If you’re not registered for the show there is still time. Check out the Oracle Open World Latin America 2012 web site for all the details. I look forward to seeing you in Sao Paulo!  Peter Maravelias Principal Product Strategy Manager, Oracle UPK 

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• Register Now, Free Webinar! Driving Self-Service Learning with UPK Knowledge Center

  - by Kathryn Lustenberger

  UPK Proficiency Forum  Driving Self-Service Learning with UPK Knowledge Center July 16, at 11 am Pacific Join Oracle University for the next UPK Proficiency Forum on July 16, at 11 am Pacific. Beth Renstrom and Kathryn Lustenberger from UPK Product Management at Oracle will present an exciting session on "Driving Self-Service Learning with UPK Knowledge Center. Knowledge Center is a powerful, web-based knowledge repository that delivers an out-of-the-box deployment method for UPK content, enables extensive tracking and reporting, and can serve as content repository for UPK and non-UPK content. Hear how your organization can use Knowledge Center to centralize both UPK and non-UPK assets to provide self-service, role-based, curriculum-style learning. Understand how Knowledge Center can be used to deploy a collaborative user and expert environment where users can turn knowledge into productivity, ensure on-going user competency, and measure organizational readiness across your organization. You will walk away from this session with a better understanding of Oracle’s User Productivity Professional; Knowledge Center and all the benefits it has to offer your organization. You won’t want to miss this Free seminar! Attendance is limited. Register Now!

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• Join Us!! Live Webinar: Using UPK for Testing

  - by Di Seghposs

  Create Manual Test Scripts 50% Faster with Oracle User Productivity Kit  Thursday, March 29, 2012 11:00 am – 12:00 pm ET Click here to register now for this informative webinar. Oracle UPK enhances the testing phase of the implementation lifecycle by reducing test plan creation time, improving accuracy, and providing the foundation for reusable training documentation, application simulations, and end-user performance support—all critical assets to support an enterprise application implementation. With Oracle UPK: Reduce manual test plan development time - Accelerate the testing cycle by significantly reducing the time required to create the test plan. Improve test plan accuracy - Capture test steps automatically using Oracle UPK and import those steps directly to any of these testing suites eliminating many of the errors that occur when writing manual tests. Create the foundation for reusable assets - Recorded simulations can be used for other lifecycle phases of the project, such as knowledge transfer for training and support. With its integration to Oracle Application Testing Suite, IBM Rational, and HP Quality Center, Oracle UPK allows you to deploy high-quality applications quickly and effectively by providing a consistent, repeatable process for gathering requirements, planning and scheduling tests, analyzing results, and managing  issues. Join this live webinar and learn how to decrease your time to deployment and enhance your testing plans today! 

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• Don't Miss Oracle UPK at the Oracle Applications Virtual Tradeshow

  - by di.seghposs(at)oracle.com

  Be sure to visit the Oracle Applications Virtual Tradeshow - Spotlight on Customer Success - February 3, 2011. If you are considering using Oracle UPK for a project or an upgrade, this is an event you don't want to miss. Hear how the City and County of San Francisco used Oracle UPK for their successful PeopleSoft upgrade. Get a chance to meet the experts and listen to 20+ customers share their success with Oracle Applications. Register Now!

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• Integrating Global Knowledge Software and the Future of UPK

  With the acquisition of Global Knowledge Software, SAP and Oracle customers are wondering about the future of Oracle User Productivity Kit (UPK). Tune into this conversation with Sonny Singh, Senior Vice President, Product and Industries Business Unit to learn why Oracle purchased Global Knowledge Software, how an SAP solution fits into an Oracle strategy, and what that means for the future of UPK – the end user training and implementation solution for accelerating user adoption, ensuring the success of enterprise applications, and making organizations productive from day one!

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• UPK version 3.1 goes GA!

  Hear Russell Handley, Director, UPK Product Marketing, discuss the much anticipated release of UPK 3.1, and how it can benefit enterprises of all sizes, across all geographies.

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• UPK at Oracle OpenWorld 2012!

  - by Karen Rihs

  Oracle OpenWorld 2012 September 30 – October 4, 2012 in San Francisco, CA We hope to see you at Oracle OpenWorld this year!  Please see the Focus On User Productivity Kit document for details of the many UPK sessions, hands-on labs, demonstrations, and networking opportunities available to you!  Be sure to stop by one of our two demo pods to say “hello”.  We’d love to hear about how you’re using UPK!

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• Client-side code and UPK

  - by [email protected]

  There is a long running discussion in UPK Development regarding the use of any client side code as part of the end-user playback. By this I mean anything which requires an install including ActiveX controls, browser helper objects, stand-alone applications, things that run in the task bar, etc. We all have grown to love zero-footprint applications over the past ten years, but there are some things which are not technically feasible using HTML alone. One example of this is the functionality provided by our SmartHelp in-application support component. This allows the user to launch context sensitive help without making modifications to the target application. (If you are unfamiliar with SmartHelp, more information can be found in the "In-Application Support Guide" in the UPK manual directory) We always try to implement everything we can using only HTML but there are many features which have been requested over the years that would require some client-side code in order to work. When these come up for discussion, there is always a spirited debate about the acceptability of a client side solution. I thought it would be interesting to ask for feedback from a wider audience. What do you think about client-side components? Would your organization consider them? Do you already deploy SmartHelp? Is there a large hurdle to clear for these to be worth the deployment costs? Let us know. Mark Overton, VP Development for UPK

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• Oracle UPK and IBM Rational Quality Manager

  - by marc.santosusso

  Did you know that you can import UPK topics into IBM Rational Quality Manager (RQM) as Test Scripts? Attached below is a ZIP of files which contains a customized style (for all supported languages) for creating spreadsheets that are compatible with IBM Rational Quality Manager, a sample IBM Rational Quality Manager mapping file, and a best practice document. UPK_Best_Practices_-_IBM_Rational_Quality_Manager_Integration.zip Extract the files and open the best practice document (PDF file) file to get started. Please note that the IBM Rational Quality Manager publishing style (the ODARC file) include with the above download was created using the customization instructions found within the UPK documentation. That said, it is not currently an "official" feature of the product, but rather an example of what can be created through style customization. Stay tuned for more details. We hope that you find this to be useful and welcome your feedback!

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• Check out What's New in Oracle UPK 3.6.1 and Tutor 12.2

  - by [email protected]

  Attend our new feature webinar to learn what's new in Oracle UPK 3.6.1 and Oracle Tutor 12.2 and discover how you can reduce costs, mitigate risk and drive ROI in your organization. Hit the Ground Running: Get New Application Users Productive from Day One will feature an overview of Oracle UPK & Tutor as well as provide a good look at the new, cool things you can do with sound and presentation outputs! Register Now! Wednesday, April 28, 2010 | 9 a.m. PT / 12 noon ET/ 6 p.m. CET Duration: 60 minutes

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• UPK 11.1 Content Development Training Offering from Oracle University

  - by user581320

  Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* 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:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:11.0pt; font-family:"Calibri","sans-serif"; mso-ascii-font-family:Calibri; mso-ascii-theme-font:minor-latin; mso-fareast-font-family:"Times New Roman"; mso-fareast-theme-font:minor-fareast; mso-hansi-font-family:Calibri; mso-hansi-theme-font:minor-latin; mso-bidi-font-family:"Times New Roman"; mso-bidi-theme-font:minor-bidi;} Oracle University has announced the availability of UPK 11.1 Content Development training courses.  These classroom and virtual classroom courses are available starting later this month.  This course is designed for course authors, editors, and other individuals in need of recording and editing content in the User Productivity Kit Developer. Through hands-on exercises, participants will learn how to build an outline, prepare for and record content in the target application, and use the Topic Editor to customize recorded content. Students will learn how to link web pages and external files to their content as well as create and link questions and assessments. Upon completion, participants will preview their content in the available playback modes before publishing. They will also explore the various deployment options for publishing, including the options for printed documents, and learn how to customize templates for player and print output. For information about the UPK 11.1 Content Development Training course, including offering dates and locations, visit the Oracle University web page for the course.

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• Announcing EBS R12 Application Specific Content for UPK and Tutor

  Listen to Stuart Dunsmore, Sr. Director of UPK and Tutor Development discuss the pre-built content available for E-Business Suite R12. Learn how this recently released content can help your customers throughout the Applications Lifecycle, from the start of an implementation or upgrade project, through go-live and beyond.

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• Whew.... what a week!

  - by [email protected]

  Last week was a busy week for the UPK and Tutor teams at Oracle. It started with the the Collaborate Conference in Las Vegas and ended with our first UPK and Tutor Customer Advisory Board (CAB) meeting at Oracle HQ. The Collaborate Conference is a yearly event sponsored by three of the largest Oracle User Groups. • Oracle Applications User Group (OAUG) • Independent Oracle User Group (IOUG) • Quest - International User Group The User Groups are completely user run organizations with Oracle participation. If you've never attended a conference, time to start planning for the 2011 event in Orlando! If that's out of your reach, there are many regional and industry user groups that meet on a regular basis. They offer a great way to get involved, network with other users, and increase your knowledge around the Oracle applications. For a list of groups near you, check out the Oracle User Group Center. I'll add that the biggest meeting of Oracle users is at the Oracle Open World Conference in San Francisco in September, where we will have many UPK & Tutor focused development and customer sessions. More information on Oracle Open World will be forthcoming over the next few months. We hope to see many of you there! The CAB was a first for the UPK and Tutor team. Although we speak with customers regularly, this gave us an opportunity to meet in a more formal setting to discuss industry trends, business issues, and the direction of the products. Members serve a 2 year term and are required to attend 2 meetings per year, one in person, one via phone. We have some tweaking to do to our meeting format (most members wanted it to be longer!), but the overwhelming consensus was that it was a great success. There were many experiences and ideas shared and the wheels of the UPK and Tutor Development teams have been turning ever since. I'm sure you will see some of these discussions result in new product features over time. What a great week!

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• UPK and the Oracle Unified Method can be used to deploy Oracle-Based Business Solutions

  - by Emily Chorba

  Originally developed to support Oracle's acquisition strategy, the Oracle Unified Method (OUM) defines a common implementation language across all of Oracle's products and technologies. OUM is a flexible, scalable, and evolving body of knowledge that combines existing best practices and field experience with an industry standard framework that includes the latest thinking around agile implementation and cloud computing.    Strong, proven methods are essential to ensuring successful enterprise IT projects both within Oracle and for our customers and partners. OUM provides a collection of repeatable processes that are the basis for agile implementations of Oracle enterprise business solutions. OUM also provides a structure for tracking progress and managing cost and risks. OUM is applicable to any size or type of IT project. While OUM is a plan-based method—including overview material, task and artifact descriptions, and templates—the method is intended to be tailored to support the appropriate level of ceremony (or agility) required for each project. Guidance is provided for identifying the minimum subset of tasks, tailoring the approach, executing iterative and incremental planning, and applying agile techniques, including support for managing projects using Scrum. Supplemental guidance provides specific support for Oracle products, such as UPK. OUM is available to Oracle employees, partners, and customers. Internal Use at Oracle: Employees can download OUM from MyDesktop. OUM Partner Program: OUM is available free of charge to Oracle PartnerNetwork (OPN) Diamond, Platinum, and Gold partners as a benefit of membership. These partners may download OUM from the Oracle Unified Method Knowledge Zone on OPN. OUM Customer Program: The OUM Customer Program allows customers to obtain copies of the method for their internal use by contracting with Oracle for a services engagement of two weeks or longer. Customers who have a signed contract with Oracle and meet the engagement qualification criteria as published on Customer tab of the OUM Website, are permitted to download the current release of OUM for their perpetual use. They may obtain subsequent releases published during a renewable, three-year access period To learn more about OUM, visit OUM Blog OUM on LinkedIn OUM on Twitter Emily Chorba, Principle Product Manager, Oracle User Productivity Kit

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• Getting UPK data into Excel

  - by maria.cozzolino(at)oracle.com

  Did you ever want someone to review your UPK outline outside of the Developer? You can send your outline to an Excel report, which can be distributed through email. Depending on how much additional data you want with your outline, there are two ways you can do this task. Basic data: • You can print a listing of all the items in the outline. • With your outline open, choose File/Print... • Choose the "Save document as" command on the right, and choose Excel (or xlsx). • HINT: If you have not expanded your entire outline, it's faster to use the commands in Developer to expand the entire outline. However, you can expand specific sections by clicking on them in the print preview. • NOTE: If you have the Details view displayed rather than the Player view, you can print all the data that appears in that view. Advanced data: If you desire a more detailed report, you can use the HP Quality Center publishing style, which also creates an Excel file. This style contains a default set of fields for use with Quality Center, but any of the metadata fields can be added to the report, and it can be used for more than just importing into HP Quality Center. To add additional columns to the HP Quality Center publishing style: 1. Make a copy of the publishing style. This process ensures that you have a good copy to revert to if something goes wrong with your customizations, and also allows you to keep your modifications when the software is upgraded. 2. Open the copy of the columnspec.xml file in your favorite XML editor - I use notepad. (This file is located in a language-specific folder in the HP Quality Center publishing style.) 3. Scroll down the columnspec file until you find the column to include. All the metadata fields that can be added to the report are listed in the columnspec file - you just need to tell the system to include the columns. 4. You will see a series of sections like this: 5. Change the value for "col export" to "yes". This will include the column in the Excel file. 6. If desired, change the value for "Play_ModesColHeader" to be whatever name you wish to appear in the Excel column heading. 7. Save the columnspec file. 8. Save the publishing style package. Now, when you publish for HP Quality Center, you will see your newly added columns. You can refer to the section on Customizing HP Quality Center Output in the Content Deployment Guide for additional customization details. Happy customization! I'd be interested in hearing what other uses you have for Excel reporting. Wishing you and yours a happy and healthy New Year! ~~Maria Cozzolino, Manager of Software Requirements and UI

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• User Productivity Kit - Powerful Packages (Part 2)

  - by [email protected]

  In my first post on packages I described what a package is and how it can be used. I also started explaining some of the considerations that should be taken into account when determining how to arrange your packages. The first is when the files are interrelated and depend on one another such as an HTML file and it's graphics. A second consideration is how the files are used in your outlines. Let's say you're using a dozen Word doc files. You could place them all in a single package or put each Word doc file in a separate package but what's the right thing to do? There are several factors that will influence your decision. To understand the first, let me explain a function of UPK publishing. Take an outline in UPK that has an attachment (concept, frame link, or hyperlink) that points to a file in a package. When you publish this outline, the publishing engine will determine that there is a link to a file in the package and copy the contents of the package to the publishing destination directory. This is done to ensure that any interrelated files are kept together. For the situation where you have an HTML file with links to number of graphics files, this is a good thing. If, however, the package has a dozen unrelated Word doc files and you link to only one of them, all dozen Word documents will be copied to the publishing destination directory.  Whether or not this is a good thing is dependent on two things. First, are all of the files in the package used in the outline that you're publishing? Take an outline that includes links to all of the Word documents in that dozen document package I described earlier. For this situation, you may choose to keep all the files in a single package for convenience. A second consideration is how your organization leverages reuse in UPK. In this context, I'm referring to the link style of reuse such as when you link to the same topic from multiple UPK outlines and changes to the topic appear in both places. Take an example where you have the earlier mentioned dozen Word document package and an outline with a dozen topics in it. Each topic has an attachment pointing to one of the Word documents in the package (frame link, concept, etc.) If you're only publishing this outline, the single package probably works fine but what if you're reusing one of these topics in another outline? As I explained earlier, linking to one file in the package will result in all files in the package being copied to your published output. In this example, linking to one topic in the first outline will result in all dozen Word documents being copied to the published output. This may result in files in the output that you don't want there for business or size reasons. This is a situation in which you should consider placing each of the Word documents in it's own separate package. With each document in it's own package, that link to a single document will result in only that single package and single Word document being copied to the published output. In my last post I had described that packages are documents in the UPK library. When using the multi-user version of the UPK Developer you can leverage standard library capabilities for managing the files in these packages during the development process - capabilities such as check in / check out, history, etc. When structuring your packages take into consideration how the authors are going to be adding, modifying and deleting files from the packages. A single package is a single document in the UPK library. Like any other document in the library, a single user can check out the package and edit it at a time. If you have a large number of files in a single package and these must be modified by many users, you need to consider whether this will cause problems as multiple users compete to update the same package. If the files don't depend on each other consider placing the files in separate packages to reduce contention. I hope you've enjoyed these two posts on how you can leverage the power of packages in your content. In summary, consider the following when structuring your packages: Is the asset a single, standalone file or a set of files that depend on each other? Will all the files always be used together in a single outline or may only some of the files be needed based on how the content is reused across multiple outlines? Will multiple developers need to update the files in a single package or should you break it into multiple packages to reduce contention when checking out the document? We'd like to hear from you on how you're using packages in your content. Please add your comments below! Thank you and I hope these two posts have given you additional insights into how to use packages in your content and structure them for efficient use. John Zaums Senior Director, Product Development Oracle User Productivity Kit

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