Don’t Customize, Just Personalize! Jan 17, 2008 Prabhakar Pooskur Dharmang Purohit

2 © 2007 UBEX Corporation and TIBCO Software Inc.. TIBCO Software Inc.  Headquartered in Palo Alto, California, TIBCO Software Inc. (NASDAQ:TIBX) provides enterprise software that helps companies achieve service-oriented architecture (SOA) and business process management (BPM) success.  With over 3,000 customers and offices in 40 countries, TIBCO has given leading organizations around the world better awareness and agility–what TIBCO calls The Power of Now®.  Visit for more informationwww.tibco.com

3 © 2007 UBEX Corporation and TIBCO Software Inc.. Presentation Objectives  Business Goals  Business Challenges  Implementation Approach  Personalization Features  Activating Personalization…  Business Scenarios  Benefits  Lessons Learnt  References  Questions

4 © 2007 UBEX Corporation and TIBCO Software Inc.. Business Goals Reduced cost of maintenance Increase efficiency of end users Add business processes that give strategic advantage Superior ownership experience

5 © 2007 UBEX Corporation and TIBCO Software Inc.. Business Challenges Facilitate faster data entry, reduce complexity Enforce adherence to business processes Enhance UI without many customizations Solutions with fast turnaround time, scalable, easy to maintain

6 © 2007 UBEX Corporation and TIBCO Software Inc.. Implementation approach Configuration vs Personalization vs Extensions

7 © 2007 UBEX Corporation and TIBCO Software Inc.. Personalization Features Personalization Features ( * )Personalization Types Forms Based PersonalizationSelf Service Personalization Hide and re-label Fields/buttonsYes Change the order of NavigationYes Create Additional Business ValidationsYes No (Yes, might need to open code!) Provide default values in FieldsYes Make non-mandatory fields requiredYes Add the following without coding ImageNoYes MessageYes Raw/Formatted TextNoYes Tool TipNoYes URL LinkNoYes ( * ) Features that can be incorporated without coding OR violating support agreements

8 © 2007 UBEX Corporation and TIBCO Software Inc.. Activating personalization…  Activating Self Service Personalization Activating Self Service Personalization ProfileSiteApplicationResponsibilityUser Disable Self Service Personnel No Self Service Accessibility Features None Standard Accessibility – For responsibility that will make use of site Preferences Standard Accessibility – For user that will act as administrator for Preferences Personalize Self Service Def No Yes – for the user that will act as administrator for preferences Self Service Personal Home Page Mode Framework only Personal Home page with Framework – for user that will act as administrator for Preferences

9 © 2007 UBEX Corporation and TIBCO Software Inc..  Navigating to Form Based Personalization Activating personalization…

10 © 2007 UBEX Corporation and TIBCO Software Inc.. Business Scenarios  Self Service Personalization  Access to Global Expenditure Policy on Internet Expenses home page  Guiding user on the process for requesting new supplier creation in Internet Procurement  Hide unused fields from Internet Procurement application  Form Based Personalization  Preventing accidental delivery of an unformatted PO to supplier during PO approval  Preventing unnecessary tax variance on Invoices in AP  Preventing data entry errors during blanket PO releases

11 © 2007 UBEX Corporation and TIBCO Software Inc.. Benefits  Helps achieve faster streamlined process  Helps in enforcing adherence to organization’s business processes  Aids in building faster, simpler solutions for SOX related requirements  Hands more control to functional team for designing the business logic and UI changes  Ability to design user and responsibility specific solutions  Ability to change Oracle provided UI and business logic without violating any support agreements

12 © 2007 UBEX Corporation and TIBCO Software Inc.. Lessons Learnt  Access  Personalization is a powerful tool, access to fewer users will ensure efficient tracking of personalization changes done in your application.  Testing  Personalization should not be performed in production instances directly.  Upgrades/Patches  Upgrades and patches *MAY* change the underlying filenames and location, hence the need to test personalization changes subsequently.  Migration  Migration using standard oracle practices will ensure that the metadata of your personalization changes remains intact and can be reapplied if lost during upgrades or patches.

13 © 2007 UBEX Corporation and TIBCO Software Inc.. References  Form Based Personalization The below note consolidates links to all relevant user guides and training materials. Metalink Note  Self Service Personalization Metalink Note

14 © 2007 UBEX Corporation and TIBCO Software Inc.. Ubex Corporation  Ubex Corporation is a premier provider of end-to-end solutions based on Oracle Applications.  Visit for more informationwww.ubex.com  Ubex is an Oracle Certified Partner

15 © 2007 UBEX Corporation and TIBCO Software Inc.. Ubex Corporation  Ubex Booth  Visit Booth # 37 today at the Exhibitor Hall  Enter for a chance to win Nintendo Wii !!!  Other Ubex Presentations  Automating segregation of duties verification through ICM (Track 8, Room 202 at 8:00 AM)  Leveraging OCS and Oracle SOA (BPEL) to automate document management (Track 15, Room 203 at 11:00 AM)  iExpense Approval Limits Automation at Yahoo! (Track 5, Room 206 at 2:30 PM)  Don't customize, just personalize! (Track 14, Grand Ballroom G at 4:00 PM)

16 © 2007 UBEX Corporation and TIBCO Software Inc.. Q & A’s

End - Thank You -

18 © 2007 UBEX Corporation and TIBCO Software Inc..  Navigating to Self Service Personalization Navigating to Self Service Personalization Activating personalization…