Fusion Client 13.2 Training

8/25/2010
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RPAS Fusion Client 13.2 Introduction

Tom Virant – RPAS Functional Architect
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Agenda
• Introduction
• Installation and Setup
• Setting Expectations
• Navigation Basics
• Major Differences to RPAS Classic Client
• Fusion Client Demo and Review
© 2010, Oracle Corporation – Proprietary and Confidential 2
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Introduction
• What is this presentation?

• Overview on the Fusion Client and the Architecture
• Guide on how to install and use the Fusion Client on your
local machine
• A starting point to get familiar with the common functionality
• What this presentation is not:
• This is not formal training
• This is not a replacement for any existing documentation
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RPAS Fusion UI
The New Look of Planning

Why a New Look?
To Improve: Vertical Focused

Applications
User Experience Analytics
Complete Role based Packaged, user driven
Workflow Modular
Best-Practice based
Exception based
Blending of planning &

Enterprise Forecast
Customer &
execution Consumer Driven
Standardized
Usability
Upgradability
Proof Point to Our Commitment and

Investment to Planning
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The RPAS/Planning Fusion User Interface

Provides Role-based Workflow & Task
Management
Homepage for Planning Solutions
Process-based Workflow Guide
Embedded Planning Actions
Updates Look & Feel with new Web-based User

Interface
Provide robust Graphics / Charting
Incorporate “popular” Functionality
Preserves “RPAS Planning and Forecasting”

Capabilities
Pivot / Tile Hierarchies
Robust Rule Management
Locking and Cell Protection
Process and Rule Configuration
Upgradeability
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From Classic UI...
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Role-based Workflow
and Taskflow
Improves Process
Efficency
Embedded Demand
Forecast Improves
Accuracy of
Planning Decisions
Configurable
Process to Match
Retailer’s Best
Practice
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Plan Version
Support and
Audit Trail
Robust Analytics
through Charting
and Graphing
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Introduction of Application Server
• New Three-Tier J2EE Architecture

• Based on Fusion Platform (Fusion 11g)
• UI Built using Oracle Application Development Framework (ADF 11)
• Oracle WebLogic Application Server
• Continues using RPAS server backend
• Web Browser on End-User Client Machine
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Application Server Requirements
• New HW for application servers

• # of servers will depend on
• data volume
• # of users
• Results of performance/scalability tests
• Supports all platforms that are supported by RPAS
Server
• Java JDK 1.6_14 or later
• Oracle Weblogic Server 11gR1 (Release 10.3.2)
• RPAS Server remains as is
• Should have fast LAN connection to App servers
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Browser Requirements
• RPAS Fusion UI version 1 certified using Internet

Explorer 7
• Adobe Flash Player 9 or Higher is Required
• All testing done using Windows XP
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Initial Scope: Fusion Client v1 - Jan 2010
• V1
• GA Jan 2010
• Compliant with RPAS Server 13.0.4
• Supports all features for MFP Cost/Retail 13.0.4
• Certified on AIX only
• Certified with IE7 only
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Fusion Client 13.2 – July 2010
• Completed the following functionality to round out the

Fusion Client
• Alert management
• Worksheet position queries
• Support for single hierarchy select measures
• Dynamic Position Maintenance (DPM) support
• Dimension splitting
• Dynamic attributes
• Single Sign On
• Insert Measure
• Certified on all supported RPAS platforms
• Certified complete Fashion Planning Bundle
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Can Fusion Client be run locally?
• Yes.
• RPAS Server and Weblogic Server all running locally
on the same machine
© 2010, Oracle Corporation – Proprietary and Confidential

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What is needed prior to installing the Fusion

Client?
• Java JDK 1.6.0_14 or Later
• Installed in a location that does not have spaces in the path
• JAVA_HOME environmental variable set
• PATH environmental variable should have the following added to the start of
the variable
• %JAVA_HOME%/bin/client;%JAVA_HOME%/bin;%JAVA_HOME%/lib;
• RPAS 13.2 (or later)
• Oracle WebLogic Server Release 11gR1 (10.3.2)
• Oracle WebLogic Server 11gR1 – Patchset 1 + MLR Patch (10.3.2) -
Package Installer
(http://www.oracle.com/technetwork/middleware/ias/downloads/wls-main-
097127.html)
• Application Development Runtime (11.1.1.2.0)
(http://www.oracle.com/technetwork/middleware/downloads/fmw-11-
download-092893.html)
• ADF Run Time Patch 9329357 (From My Oracle Support)
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Steps to Use Fusion Client on NT
• Step 1: Install Standalone Weblogic Server

• Weblogic Installation
• Application Development Runtime Installation
• ADF Run Time Patch 9329357
• Step 2: Install RPAS
• Step 3: Create New Weblogic Domain
• Step 4: Start Weblogic Server
• Step 5: Deploy Fusion Client
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Step 1: Install Weblogic Server

• Execute the wls1032 installer & follow the prompts.
• Click Next
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Step 1: Install Weblogic Server (cont)

• Enter a Middleware Home Directory and then
Next
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• Optional – Uncheck the I want to receive security
updates via My Oracle Support and click Next
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• Click Next
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• Click Next
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• Click Next
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• Click Next
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• Click Next
• When Installation is complete, you can close the
dialog
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• Application Development Runtime Installation
• Expand downloaded file to a temporary folder
• Execute the setup.exe in the <temp folder>/disk1 folder
• Enter the <middleware_home>/jdk160_14_R27.6.4-18 directory or
the JAVA_HOME directory
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• Click Next
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• Click Next
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• Click Next
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• Click Install
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• ADF Run Time Patch Installation

• Expand downloaded file to a temporary folder
• Open the command prompt and navigate to this folder
• Set the ORACLE_HOME and PATH environment variables using the
following commands:
• export ORACLE_HOME=$WLS_HOME
• export PATH=$PATH:$WLS_HOME/OPatch
• Where $WLS_HOME is the path to where you installed Weblogic
including the oracle_common directory
• Apply the patch using OPatch utility
• opatch apply
• NOTE: If installing on Unix, additional steps are

required. Please check the RPAS Installation Guide
for details.
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Step 2: Install RPAS
• Same installation process as done when using the

RPAS Classic Client
• Only need to install RPAS Server and Configuration
Tools
• Classic Client installation is optional
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Step 3: Create New Weblogic Domain

• Run the configuration wizard from the Windows menu (Start ->
All Programs -> Oracle Weblogic (BEAHOME 1)-> Weblogic
Server 11gR1 -> Tools -> Configuration Wizard
• Click Next
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Step 3: Create New Weblogic Domain (cont)

• Select Generate a domain configuration automatically to support
the following products
• Check the checkbox by Oracle JRF 11.1.1.0 (oracle_common)
• Click Next
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• Enter a domain name and location
• Click Next
• NOTE: Domain Location plus Domain Name will be referred to as
WEBLOGIC_DOMAIN_HOME.
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• Enter a user name and password
• Click Next
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• Select that the domain is for Production (better performance)
• User can update startWebLogic.cmd to include user name and password.
Example:
• set WLS_USER=weblogic
• set WLS_PW=weblogic1
• Choose the JDK to use (JRockit for better peformance)
• Click Next
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• Do not select anything
• Click Next
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• Click Create
• When the creation process is complete, click
Done.
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Step 4: Start Weblogic Server
• Launch Weblogic from the following location:

• <WEBLOGIC_DOMAIN_HOME>/bin/startWeblogic.cmd
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Step 5: Deploy Fusion Client

• The Fusion Client installation files are part of the RPAS
installation media (<RPAS_CD_IMAGE>/fusion)
• Configure an ant.install.properties file using the sample and
template file that are part of the extract
• Update the following details from the sample file
• input.admin.username = <weblogic domain admin user>
• input.admin.password = <weblogic domain admin password>
• input.install.target.dir = <directory to install fusion client>
• input.app.log.dir= <directory to install fusion client>/log
• input.install.log.dir = <directory to install fusion client>/installLog
• input.install.tmp.dir = <directory to install fusion client>/temp
• input.rpas.connection.spec = <name of solution installing (i.e. mfprtl)>
• input.rpas.server.port = <DomainDaemon port>
• input.rpas.domain.name = <domain name (i.e. MFP Retail Domain 1)>
• input.rpas.domain.path = <domain path>
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Step 5: Deploy Fusion Client (cont)

• Set two environmental variables
• ORACLE_HOME = Weblogic Installation Path (i.e.
C:/Oracle/Middleware)
• WEBLOGIC_DOMAIN_HOME = Weblogic Domain Location and
Name (i.e. C:/Oracle/Middleware/user_projects/domains/fusionclient)
• From a command prompt, execute the install command in
silent mode
• install.cmd silent
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Fusion Client Maintenance
• What needs to be done to maintain domains

accessed by Fusion Client?
• Add/Update/Remove domain information from ProfileList.xml
file
• Add/Update/Remove taskflow files from Fusion Client
installation directory
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Fusion Client Connection Information

• The connection details are specified in the
ProfileList.xml file
• File contains connection spec information, server
information, DomainDaemon port and domain path
information
• Information is similar to information that gets stored in
the foundation.fcf for the RPAS Classic Client
• Weblogic Server must be restarted in order for
changes to take affect
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Fusion Client Connection Information (cont)
• ProfileList.xml file exists in the

<input.install.target.dir>/config/rpas directory
<connection-spec-list>
<connection-spec name="PlatformConfigGD">
<server-name>localhost</server-name>
<daemon-port>12345</daemon-port>
<domain>
<domain-name>Platform Config GD</domain-name>
<domain-path>D:\\RPAS\\Domains\\PlatformConfigGD</domain-path>
</domain>
<domain>
<domain-name>Platform Config GD 2</domain-name>
<domain-path>D:\\RPAS\\Domains\\PlatformConfigGD2</domain-path>
</domain>
</connection-spec>
</connection-spec>
</connection-spec-list>
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Solution Taskflow Files

• Each solution will have a unique directory in the
<input.install.target.dir>/config directory
• The directory name will match the connection spec
name in the ProfileList.xml file
• The directory will contain the taskflow xml and a sub-
directory that contains the taskflow properties
• The sub-directory will be called resources
• The taskflow xml file will be in the format of
Taskflow_<connectionspecname>.xml
• The resource file will be in the format of
<connectionspecname>Bundle.properties
• Changes to the taskflow files only take affect after the
Weblogic Server has been restarted
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Where do the Taskflow files come from?

• Taskflow configured within the RPAS Configurations
Tools
• The xml and properties files are created in the domain
when running the rpasInstall process
• A folder called fusionClient has been added to the
domain structure and will contain these files
• The files will need to be manually renamed to meet
the required naming structure and copied to the
appropriate directory in the Fusion Client installation
directory
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Setting Expectations
• Replicating functionality was 1st goal, innovation will

follow
• Performance is slower
• Navigation is similar, but different
• On par with our competitors regarding usability
• Classic UI is NOT going away
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Navigation Basics
• Key Documents
• RPAS Users Guide
• http://download.oracle.com/docs/cd/E12478_01/rpas/pdf/132/rpas-132-fc-ug.pdf
• Fashion Planning Users Guides
• MFP Cost - http://download.oracle.com/docs/cd/E12477_01/merchfinplan/pdf/132/mfp-132-
fc-cug.pdf
• MFP Retail - http://download.oracle.com/docs/cd/E12477_01/merchfinplan/pdf/132/mfp-132-
fc-rug.pdf
• IP - http://download.oracle.com/docs/cd/E12479_01/itemplan/pdf/132/ip-132-fc-ug.pdf
• IP-COE - http://download.oracle.com/docs/cd/E12479_01/itemplan/pdf/COE/132/ipcoe-132-
fc-ug.pdf
• AP - http://download.oracle.com/docs/cd/E14155_01/assortplan/pdf/132/ap-132-fc-ug.pdf
• SPO - http://download.oracle.com/docs/cd/E12755_01/spo/pdf/132/spo-132-fc-ug.pdf
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New Terminology
• New workflow concepts:

• Activities
• Tasks
• Steps
• Move to industry standard terminology

• New: Dimension Old: Hierarchy
• New: Level Old: Dimension
• New: Member Old: Position
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Logging In
Profile provides a list

of domains.
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Fusion Client Home Page
Activity Taskflow Pane
Alert Manager Window
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Workflow and Task Flow

Activity, Tasks, Steps
1. Activity
• High level business process or solution.
• Provides visibility to the full process, supports application
navigation and drives end user activities.
• Tasks and steps are assigned to an activity to further
describe the business flow. An example of an activity would
be Create Merchandise Financial Plan (Pre-Season) and
Manage/Update Merchandise Financial Plan (In-season)
2. Tasks
• The second level of an activity flow.
• A task is associated with a single RPAS workbook
template.
• Steps are assigned to a task. An example of a task would
be Develop Department Plans, Submit Original Plan.
3. Step
• The lowest level of an activity flow.
• A step is associated with a RPAS worksheet or set of
worksheets to achieve a specific action. An example of a
step would be Develop Sales and Markdown Plan.
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Taskflow Pane
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Workbook commands: Open, New, Delete
Show List of Workbooks
Note Delete Workbook

is executed from List
of Workbook
Opens last workbook of

same template and by
same user
Directs user to Create New

Workbook wizard for that
workbook template
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Workbook Wizard
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Workbook View
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Quick Access Toolbar
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Content Area
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View Toolbar
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Editing Calculate:
• New loc for icon
or
Interactions: editing a cell
• Double-click on the cell you want to edit.
• Ctrl T instead of
• Once you enter or change the value in the cell, you F9
can navigate to any other cell by double-clicking on
that cell or using the following keyboard keys to
navigate:
• Enter to scroll Down.
• Shift + Enter to scroll Up.
• Tab to scroll Right.
• Shift + Tab to scroll Left.
Undo
• Now toolbar with drop down list of actions to undo
• Still available in Edit menu list
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Graphing
A) Grid only
B) (new) Split
view
C) C) Graph only
view
D) D) Graph type
• Split view
supports graph
New chart and graph window creation
types wit only 1 click
• Rotate graph
allows for
different layout for
data and graph
while only in split
view
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Dimension Level Selection

2 ways to select hierarchy levels
• Right click over dimension levels
• Click on dimension tile
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Formatting
Format Dialog Box
Ability to format
across Tabs and
Worksheets!
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Exporting to Excel
Export direct to
Excel
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Printing
In other words,
printing requires
export to excel
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Commit
• Only one Commit Option (Commit ASAP)

• Commit Status Automatically Updated on Toolbar
• Only available if workbook has commit configured
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Summary of Major Changes

Functionality Classic Client Fusion Client
Classic Client provides 3 commit options.

Fusion Client offers one commit option
They are Commit Now, Commit ASAP and
Commit (Commit ASAP). The status of the
Commit Later. If a user wants to see the
commit is updated automatically to the
Commit ASAP status, they must go to the
user in the UI while in the workbook.
Commit ASAP status dialog.
In order to make measure, cell, exception or The Fusion Client formatting dialog
other formatting changes to a single measure, allows a user to select which views (all or
Formatting the user would have to go to each worksheet a subset) that they want to apply the
to apply the same changes. formatting changes to.
When multiple dimensions are on the page

edge, the scrolling would be across all Scrolling in the page edge is
Page Edge Scrolling dimensions. If a user reached the last independent by level. The user selects
position in a dimension, the next scroll would which level to scroll in.
to the next position of the other dimensions.
The Fusion Client has a new option

The only way to view a chart is to toggle the
called split view that allows a user to see
Split View view and only see either the chart or the pivot
the pivot table and chart in the same
table in a single worksheet.
view.
Within Block Mode, the user can expand

Unlike outline mode, there is no way to
and collapse the levels. If they are
expand and collapse in block mode. If a user
showing multiple levels and want to see
Block Mode is showing multiple levels, the only way they
the data for a higher level, they can
can show data at a higher level in block mode
collapse the lower level and see the
is to remove the lower level from the view.
higher level data.
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There are two options for

Cut/Copy/Paste cut/copy/paste. One is to use the Cut/Copy/Paste is always to the
clipboard and the other is to do a server clipboard.
copy.
There is an undo list that shows the user
a list of edits that can be undone. This
Undo The user can select cells to undo or can list shows the user the intersection
undo all cells. where the edit took place and the value
they entered. Undoes all changes after
the selected entry.
Images are displayed in a carousel. The

Users can see the images at the level
Show Images they are assigned.
user can also select to view all images
for a parent level.
More sophisticated find functionality. In

Find The find operation is used to find along addition to allowing the user to select
a particular axis. which axis to find along, the user can
also find within levels.
Duplicate measure profiles cannot be
Measure Profiles Users could create a measure profile created. The user is shown which
that is a duplicate of another profile. profile they are using when in the
measure show/hide dialog.
Relative percent of parent measures are Relative percent of parent measures are
always relative to the configured next relative to the next level shown. The
level not the next level shown. Also, a value will then change based on that
Percent of Parent Measures user will have to manually show the % level which is shown. Also, the %
attribute to distinguish the percent of attribute is automatically displayed
parent measure from the source when a percent of parent measure is
measure. created.
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As long as there is one worksheet in the
When an alert is inserted into a workbook that has the same intersection
Alerts workbook, the alert measure is placed as the alert measure, the user will be
systemically on a worksheet that able to choose which worksheet to add
matches the measure intersection. the alert onto. Otherwise, a new
worksheet will be created.
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Fusion Client Demo
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8/25/2010

<Insert Picture Here>

RPAS Fusion Client 13.2 Introduction

© 2010, Oracle Corporation – Proprietary and Confidential 2

• What is this presentation?

© 2010, Oracle Corporation – Proprietary and Confidential 3

The New Look of Planning

To Improve: Vertical Focused

Complete Role based Packaged, user driven

Blending of planning &

Proof Point to Our Commitment and

© 2010, Oracle Corporation – Proprietary and Confidential 4

The RPAS/Planning Fusion User Interface

Updates Look & Feel with new Web-based User

Preserves “RPAS Planning and Forecasting”

© 2010, Oracle Corporation – Proprietary and Confidential 5

From Classic UI...

© 2010, Oracle Corporation – Proprietary and Confidential 6

© 2010, Oracle Corporation – Proprietary and Confidential 7

© 2010, Oracle Corporation – Proprietary and Confidential 8

Introduction of Application Server

• New Three-Tier J2EE Architecture

© 2010, Oracle Corporation – Proprietary and Confidential 9

Application Server Requirements

• New HW for application servers

© 2010, Oracle Corporation – Proprietary and Confidential 10

• RPAS Fusion UI version 1 certified using Internet

• Adobe Flash Player 9 or Higher is Required

• All testing done using Windows XP

© 2010, Oracle Corporation – Proprietary and Confidential 11

Initial Scope: Fusion Client v1 - Jan 2010

• Compliant with RPAS Server 13.0.4

• Supports all features for MFP Cost/Retail 13.0.4

• Certified on AIX only

• Certified with IE7 only

© 2010, Oracle Corporation – Proprietary and Confidential 12

Fusion Client 13.2 – July 2010

• Completed the following functionality to round out the

© 2010, Oracle Corporation – Proprietary and Confidential 13

Can Fusion Client be run locally?

© 2010, Oracle Corporation – Proprietary and Confidential

What is needed prior to installing the Fusion

© 2010, Oracle Corporation – Proprietary and Confidential 15

Steps to Use Fusion Client on NT

• Step 1: Install Standalone Weblogic Server

© 2010, Oracle Corporation – Proprietary and Confidential 16

Step 1: Install Weblogic Server

© 2010, Oracle Corporation – Proprietary and Confidential 17

Step 1: Install Weblogic Server (cont)

© 2010, Oracle Corporation – Proprietary and Confidential 18

Step 1: Install Weblogic Server (cont)

© 2010, Oracle Corporation – Proprietary and Confidential 19

Step 1: Install Weblogic Server (cont)

© 2010, Oracle Corporation – Proprietary and Confidential 20

Step 1: Install Weblogic Server (cont)

© 2010, Oracle Corporation – Proprietary and Confidential 21

Step 1: Install Weblogic Server (cont)

© 2010, Oracle Corporation – Proprietary and Confidential 22