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2 TABLE OF CONTENTS DOCUMENT HISTORY 3 UPDATE 17D 3 Revision History 3 Overview 3 Optional Uptake of New Features (Opt In) 3 Feature Summary 5 User Experience 6 Archive and Purge Workflow Tasks 6 Show Help Icons by Default 6 UPDATE 17B 6 Revision History 6 Overview 7 Release Feature Summary 8 Operations Availability, Cadence, and Consumption 9 Availability 9 Cadence 9 Easy to Consume 10 Terminology 10 User Experience 10 Branding and Appearance 10 Branding and Appearance 10 Home Page Experience 13 Home Page Layout 13 Home Page Icons 14 Structure 14 Other User Experience 15 Simplified Access to Workflow Tasks 15 Functional Setup Manager 16 My Enterprise 16 Edit Features 16 Migrating Opt In Configuration of Offerings 17 Offering Opt In 18 New Features 19 Review Subscriptions 20 Setup and Maintenance 21 Offerings 22 Application Security 23 Database Resource Perspective of Data Security Policies 24 Enhanced Role Comparison 25 2

3 DOCUMENT HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Update Version Notes 20 OCT 2017 Update 17D Delivered new features in update 17D. 15 DEC 2017 Update 17B Revised update 17B. UPDATE 17D REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: Date Feature 20 OCT 2017 Notes Created initial document. OVERVIEW This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at OPTIONAL UPTAKE OF NEW FEATURES (OPT IN) We continue to add many new features to the Oracle Cloud Applications, and for some features, you can take advantage of new functionality at a pace that suits you by opting in to the feature when you re ready. You can opt in to a feature in two ways: by using the New Features work area, or by using the Setup and Maintenance work area. 2. 3

4 To opt in using the New Features work area: 1. Click the Navigator, and then click New Features (under the My Enterprise heading). 2. On the New Features page, select the offering that includes new features you d like to review. 3. Click Opt In for any feature that you want to opt in to. 4. On the Edit Features page, select the Enable option for the feature, and then click Done. To opt in using the Setup and Maintenance work area: Click the Navigator, and then click Setup and Maintenance. On the Setup page, select your offering, and then click Change Feature Opt In. On the Opt In page, click the Edit Features icon. On the Edit Features page, select the Enable option for any feature you want to opt in to. If the Enable column includes an Edit icon instead of a check box, then click the icon, select your feature options, and click Save and Close. 5. Click Done. 4

5 FEATURE SUMMARY Action Required to Enable Feature Feature None (Automatically Available) Enable via Opt In UI Only Enable via Opt In UI Plus Additional Steps Not Enabled via Opt In UI but Setup Required Issue Service Request User Experience Archive and Purge Workflow Tasks Show Help Icons by Default 5

6 USER EXPERIENCE ARCHIVE AND PURGE WORKFLOW TASKS Workflow tasks with a final status, such as Completed and Expired, are archived and purged based on a set schedule, without any action from you. Archiving keeps a copy of the task data for audit, data retention or analysis, and other purposes. For example, if you are using HCM, you can build business intelligence analyses using the Human Capital Management Approval Notification Archival Real Time subject area. Purging removes the completed tasks from users' worklists and permanently deletes the original data. No steps are required to enable this feature. SHOW HELP ICONS BY DEFAULT Determine if icons for help windows are displayed by default wherever available on the pages that your users work with. Displaying help icons by default ensures that users have quick and easy access to information specific to what they are doing on a page. Users can still click Hide Help in the global header to hide the help icons. If help icons are not displayed by default every time users sign in, and you want them to be, then: 1. In the Setup and Maintenance work area, open the Set Help Options task under the Application Extensions functional area. 2. On the Set Help Options page, select the Show help icons by default check box in the Show Help section. ROLE INFORMATION Roles with the Configure Help System Settings privilege. UPDATE 17B REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table: 6

7 Date Feature Notes 15 DEC 2017 Operations Availability, Cadence, and Consumption Updated document. Added new section. 13 DEC 2017 Branding and Appearance Updated document. Revised feature description. 13 DEC 2017 Home Page Icons Updated document. Added feature to the May quarterly update. 13 DEC 2017 Home Page Layout Updated document. Revised feature name and description. 13 DEC 2017 Simplified Access to Workflow Tasks Updated document. Added feature to the May quarterly update. 13 DEC 2017 Structure Updated document. Revised feature description. 21 APR 2017 Created initial document. OVERVIEW RELEASE 13 FOCUS Release 13 of Oracle Cloud Applications is a significant release achieving two key milestones: new cloud products & user experience and a streamlined software development process. R13 includes many new cloud products focused on Supply Chain Management and Customer Experience plus a new User Interface: Supply Chain Management Introduced 436 new features and six new products covering sales and operation planning, demand management, supply planning, collaboration, quality management, and maintenance. These new products are designed to help customers create intelligent, connected, and customer-centric supply chains by aligning internal activity and improving collaboration between suppliers and manufacturers. Customer Experience Extended the Oracle CX Cloud Suite with the introduction of Oracle Engagement Cloud, which combines sales and service capabilities to help organizations increase customer satisfaction, loyalty, and up-sell opportunities. It enriches the customer experience by bridging the gap between sales and customer service. User Interface Not only did we overhaul the UI design and add more visualizations to produce a more modern look and feel, but we also simplified workflows by removing unnecessary steps. While creating Release 13 we re-engineered and dramatically streamlined the software development process to converge on a single, managed code line in the cloud. Oracle's designers and developers are able to accelerate the delivery of innovation to our customers, resulting in more functionality, available sooner, on a predictable schedule. 7

8 COMMON TECHNOLOGY At Oracle, delivering products that reflect a superior and secure user experience is the result of an enormous investment. To understand your pain points, we spent countless hours examining how people like you actually work and use our enterprise applications. We then work closely with product management, security experts, strategy, and development to design innovative applications that help you to be more productive, secure, efficient, and effective. This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at RELEASE FEATURE SUMMARY Action Required to Enable Feature Feature Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required Operations Availability, Cadence, and Consumption Availability Cadence Easy to Consume Terminology User Experience Branding and Appearance Branding and Appearance Home Page Experience Home Page Layout Home Page Icons Structure Other User Experience Simplified Access to Workflow Tasks Functional Setup Manager 8

9 Action Required to Enable Feature Feature Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required My Enterprise Edit Features Migrating Opt In Configuration of Offerings Offering Opt In New Features Review Subscriptions Setup and Maintenance Offerings Application Security Database Resource Perspective of Data Security Policies Enhanced Role Comparison OPERATIONS AVAILABILITY, CADENCE, AND CONSUMPTION Since we launched Oracle SaaS (Fusion), we have worked tirelessly to ensure our cloud strategy meets and exceeds your expectations. Oracle Cloud adoption is increasing at a record pace; therefore, we would like to provide you with an update on recent progress. AVAILABILITY Due to the unprecedented level of R13 innovation many new products, 1,224 new features, a new software development/release process coupled with our goal to deliver the highest quality cloud applications to our customers, we are moving at a measured pace. The target date to complete the upgrade scale out and begin the bulk upgrade to R13 is February You should receive an invitation to schedule your upgrade in December. CADENCE The previous release plan for Oracle Cloud Applications was two scheduled releases per year. The plan for Release 13 and future releases incorporates four quarterly updates. In addition, a set of release readiness or preview material is published on the cloud.oracle.com site even sooner. This material provides a preview of new and updated functionality coming in the next release to help you understand and plan. 9

10 EASY TO CONSUME As new functionality is steadily introduced into your environment; it is done in a non-disruptive way. That is, new functionality is delivered disabled or turned off. You choose when to enable and begin leveraging as it fits into your schedule. Plus, new feature enablement is as simple as using a wizardbased tool to activate and configure. Overall, this approach is sensitive to your business needs and minimizes any operational disruption. TERMINOLOGY To be more consistent with established cloud terminology, we are adjusting our versioning. Because Release 13 will have quarterly functional revisions, we will begin versioning Oracle Cloud Applications as follows: Example: Oracle Sales Cloud R13 (update 17B) Oracle Sales Cloud R13 (update 17C) Oracle Sales Cloud R13 (update 17D) The number 17 represents the calendar year. A,B,C,D represents the first, second, third, or fourth quarterly revision in that calendar year. One time note: there is no R13 update 17A as the initial R13 introduction fell into the 2nd calendar or B quarter. In addition, the monthly update, previously known as Patch Bundle, will be renamed to Maintenance Pack. USER EXPERIENCE You can make the application look the way you want it to look easily with Release 13 of Oracle Applications Cloud. Oracle understands that every user s need is unique and so we have leveraged the flexibility of the Cloud to give you more control of the user interface (UI). At the same time, we have built R13 to keep Oracle s Cloud user experience (UX) themes of simplicity, mobility, and extensibility intact throughout the product suite, no matter how the UI is updated or the business processes change. This ability to adapt, called the visual evolution of Oracle Applications Cloud, is a vital ongoing investment from Oracle into your corporate culture and brand, as well as in employee engagement. We are dedicated to provide the best solutions to you and to your users. BRANDING AND APPEARANCE BRANDING AND APPEARANCE R13 represents a big investment from Oracle in providing a way for customers to reflect a company s brand and culture in a very simple manner, and to keep it up to date. We have enhanced the capabilities of modifying the branding and themes, which was introduced in previous releases, allowing customers to easily mold the Cloud to best fit their unique corporate cultures. 10

11 This release expands the default themes to a total of 13, enabling you to quickly make UI changes and configure your branding preferences using the Appearance work area. Those updates roll out immediately throughout the Cloud, and the experience is consistent no matter which device you use or where in the task flow you are doing the work. You can use the Appearance work area to change the home page layout, color palettes, images, logos, shapes and sizes of icons, and more. You can easily change the look and feel of the R13 application, using our predefined themes. 11

12 You can configure the Cloud to fit your company s branding, values, and personality the best. In this example, the branding and color palette from one company s public Web site (left) are added to the application home page (right). Use the Appearance page to themes to customize the look and feel of your application and to configure the home page layout. You can change the branding logo, background colors, icon styles, and so on. You can apply an existing theme to your application pages, or create your own theme and apply it. Use the simple theme editor, that is, the Themes tab of the Appearance page to create or edit themes. To configure the look of the home page, use the Home Layout tab of the Appearance page. BEFORE CUSTOMIZING THEMES: 1. From the Navigator menu, select Tools Appearance. 2. Activate a sandbox. If you're not in an active sandbox, click Edit on the Appearance page. You're prompted to activate a sandbox. NOTE: If you're already in an active sandbox, then the Edit button doesn't appear on the Appearance page. 3. Once you complete customizing your themes, you can preview and test your changes, and then publish the sandbox to make your changes available to users. CUSTOMIZING THEMES Use the Themes tab of the Appearance page to create and edit custom themes. You can customize the following look and feel aspects of your application pages: Logo Background image Panel image and style Size and style of the icons on the springboard Style of the cards, which appear on a page in a grid view. These cards present display a summary of a single record, with attributes on the front side and optional back side. You can specify whether all cards should display with a dark-colored or a light-colored finish for users. Shape of buttons, menus, and tabs Colors for the background, global region, headings, page links, and buttons CHANGING THE LOGO AND COLOR SCHEME 1. From the Navigator menu, select Tools - Appearance. On the Appearance page, click the On the Themes tab

13 2. On the Themes page, select the Default theme from the list of themes. 3. From the Logo list, select File as the type of location where your logo is stored 4. From the Background Image list, select File as the type of location where your background image is stored. Browse and select WatermarkOracle.png 5. To specify the color schemes of the application, enter the corresponding color values or select the colors from the color palette. 6. To specify the color schemes of the navigation icons, enter the corresponding values or select the colors from the color palette. 7. To specify the color schemes of the application pages, enter the corresponding values or select the colors from the color palette. 8. To specify the color schemes of the buttons, enter the corresponding values or select the colors from the color palette. TIP: While making changes on the Appearance page, you can click Apply any time to preview your changes From the Actions menu, select Save As. On the Save As dialog box, enter the theme name to be saved. Select Apply this theme. Click OK. HOME PAGE EXPERIENCE We gave a new look to the home page in R13. You can now enjoy the new lobby experience of the home page, which sets the impression for the rest of the product experience, just like a hotel lobby creates that first impression for guests. HOME PAGE LAYOUT One of most significant enhancements is that customers have two contemporary home page layouts to choose from: panel view and banner view. Panel view sets the social panel vertically on the left. The new banner view strips the same elements horizontally across the top of the home page. The new homepage banner layout, left, is in step with current web trends that anchor a dominant image at the top of a page Login as Admin Go to Appearance under Tools Pick the Home Layout Sub Tab Choose from the Default Layout Drop down options to choose the homepage appearance. KEY RESOURCES 13

14 Oracle Applications Help Topic (Customizing and Personalizing Infolets: Overview) Oracle Applications Cloud Using Common Features (Infolet Personalization) Oracle Applications Cloud Customizing the Applications for Functional Administrators (Infolet Customization) HOME PAGE ICONS The home page icons also have a new look that boosts efficiency in this release. To encourage navigation and task completion, the icon options in R13 include a variety of sizes and new cluster images for icon groups. New in R13: A halo appears on a selected icon, which helps users quickly see where they are on the home page. No steps are required to enable this feature. KEY RESOURCES OAUX Blog: One size does not fit all: Flexibility fuels visual evolution of Oracle Cloud s Release 13 Webinar: Oracle Applications Cloud R13 (update 17B) s Visual Evolution Tools Deliver Modern User Experience STRUCTURE The structure card under tools has been enhanced to allow users to rename and reorder pages within the home page experience Login as Admin Go to Structure card under Tools Pick the Home Configuration sub tab Choose to rename and reorder pages available in Home configuration 14

15 4. KEY RESOURCES Oracle Applications Help Topic (Customizing and Personalizing Infolets: Overview) Oracle Applications Cloud Using Common Features (Infolet Personalization) Oracle Applications Cloud Customizing the Applications for Functional Administrators (Infolet Customization) Oracle Applications Cloud Customizing the Applications for Functional Administrators (Defining Settings for Home and Navigation) OTHER USER EXPERIENCE SIMPLIFIED ACCESS TO WORKFLOW TASKS Enjoy simplified workflow UI and easier access to workflow tasks. In the Worklist: Notifications and Approvals work area, see all your workflow tasks in one table. From the Notifications list in the global header, click the More Details button to directly open the BPM Worklist application and see all your workflow tasks. No steps are required to enable this feature. TIPS AND CONSIDERATIONS If you are upgrading from Release 12 to Release 13, then review the upgrade considerations related to the removal of product family associations in end user UIs for workflow tasks. See: Upgrade Considerations for Workflow Approval Management ( ) on My Oracle Support. KEY RESOURCES Upgrade Considerations for Workflow Approval Management ( ) on My Oracle Support 15

16 FUNCTIONAL SETUP MANAGER MY ENTERPRISE A group of new work areas have been introduced that allow you to review: Fusion offerings and opt in to Oracle Cloud Applications features that are applicable to your enterprise New features of Oracle Cloud Applications introduced in the latest release version Your enterprise information for Oracle Fusion Cloud Services Your subscriptions of Oracle Fusion Cloud Services My Enterprise (Navigator Menu) EDIT FEATURES Edit Features page has been enhanced to make it easier to opt in or out of Fusion offering features. When applicable, Features are now presented in a hierarchy to show their dependencies more clearly. The look and feel of this page closely resembles that of the Opt In page to provide a continuous experience. 16

17 Edit Features of Financials Offering No steps are required to enable this feature. TIPS AND CONSIDERATIONS All of the columns work the same as the corresponding columns in the Opt In page. In case of multiple choice features, an icon is displayed in the Enable column instead of a checkbox. Use the icon to open a window with the multiple choices and make appropriate selection. KEY RESOURCES For more information, refer to the following Release 13 guide: Oracle Applications Cloud Using Functional Setup Manager. MIGRATING OPT IN CONFIGURATION OF OFFERINGS Migration of opt-in/out configuration of Fusion offering from one environment to another is available through export and import processes of offering setup data. 17

18 Migrating Opt-In Configuration of Financials Offering No steps are required to enable this feature. TIPS AND CONSIDERATIONS Opt-in configuration of an offering is always exported when setup data for the offering is exported. However, opt-in configuration is imported only when Import feature selection checkbox is explicitly selected before submitting setup data import process for the offering. Opt-in configuration can be migrated between environments only when offering and functional area based setup data export and import processes are used. Such migration option is not available when setup data is exported and imported using Implementation Projects. KEY RESOURCES For more information, refer to the following Release 13 guide: Oracle Applications Cloud Using Functional Setup Manager. OFFERING OPT IN A new Opt In page to enable Fusion offerings and their related functional areas and features replaces the Configure page. The functional hierarchy of an offering is presented to give full visibility to the dependencies, making it easier for you to decide what to opt-in. Oracle Cloud Applications act according to your opt-in selection to provide an optimal user experience. 18

19 Offerings Work Area No steps are required to enable this feature. TIPS AND CONSIDERATIONS Mark the checkbox in the Enable column to opt in or remove the checkmark to opt out. Functional areas with dependent features will show an icon in the Features column.use it to opt in or out of related features. Find more details on editing feature opt in/out in Edit Features section below. When a functional area requires setup data before it is ready to be used, an icon is displayed in the Setup column.users who have access to manage setup data can use the icon to navigate to the related setup tasks. If opt-in capability of a functional area is planned to be expired in a future release version, that release version is displayed in the Not Optional From column. To view the opt-in change history of the offering or a functional area individually, use the icon in the View History column. Alternatively, use the View All History button to view opt-in change history of the offering and all its functional areas collectively. KEY RESOURCES For more information, refer to the following Release 13 guide: Oracle Applications Cloud Using Functional Setup Manager. NEW FEATURES This page highlights the new features that have been introduced in the latest release version to give more visibility to what is new in Oracle Cloud Applications. 19

20 After upgrade, review this page to get a quick view of the newly introduced features and to decide whether to opt into any of them. New Features No steps are required to enable this feature. TIPS AND CONSIDERATIONS View newly introduced features across all Fusion offerings or filter the list by: Enabled offerings only A specific offering An offering is marked as Not Enabled to indicate that the offering hasn t been enabled yet and therefore, its features cannot be used until the offering is enabled by opting in. If a feature requires setup data before it can be used, an icon is displayed in Requires Setup column to help you plan its uptake accordingly. Opt In button provides an easy navigation to the Opt In page to manage opt-in/out of the feature. KEY RESOURCES For more information, refer to the following Release 13 guide: Oracle Applications Cloud Using Functional Setup Manager. REVIEW SUBSCRIPTIONS Review your subscribed Oracle Fusion Cloud Services from this page. 20

21 Reviewing Subscriptions No steps are required to enable this feature. TIPS AND CONSIDERATIONS View a list of your subscribed Oracle Fusion Cloud Services or view all available services by using the Show filter. KEY RESOURCES For more information, refer to following Release 13 guide: Oracle Applications Cloud Using Functional Setup Manager. SETUP AND MAINTENANCE This work area is now dedicated for managing setup data required by Oracle Cloud Applications. After one or more Fusion offerings are enabled, users with access to manage setup data will be able to navigate directly to the Setup page by selecting Setup and Maintenance from the navigator. All functions of this page remain unchanged. 21

22 Setup of Financials Offering No steps are required to enable this feature. KEY RESOURCES For more information, refer to following Release 13 guide: Oracle Applications Cloud Using Functional Setup Manager. OFFERINGS This new work area shows all available Fusion offerings. Review and opt in to your subscribed offerings when you are ready to uptake. Oracle Cloud Applications are available for use only after the relevant offerings and their related features are opted in by enabling them. This helps you to configure Oracle Cloud Applications according to what your enterprise needs to use and exclude any irrelevant features. Get started by reviewing the description of the offerings and the related documents from the right panel, which will help you to determine what features to opt in and how to plan for implementation. 22

23 Offerings Work Area No steps are required to enable this feature. TIPS AND CONSIDERATIONS After selecting an offering from the left panel: Check the Status of the offering in the right panel. If the status is shown as Not Enabled, then the offering and its features have not been opted in and enabled. As a first step of using the offering, you must use the Opt In Features button to enable the offering and the related features you plan to use. If the status is shown as Enabled, then you can still use the Opt In Features button to make changes to opt in/out configuration of the offering features as needed. If you wish to see a list of new features that were introduced in the current release version, then use the New Features button. Find more details in the New Features section below. KEY RESOURCES For more information, refer to following Release 13 guide: Oracle Applications Cloud Using Functional Setup Manager. APPLICATION SECURITY This guide outlines the information you need to know about new or improved functionality in Oracle Applications Security Release 13 and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you. 23

24 SECURITY & NEW FEATURES We would like to remind you if your system has modified security structures you may need to advise your security administrator of new features you would like to take advantage of. To assist you this document will provide a listing of the new features and if available will provide the security attributes needed to employ the new features in each new feature section. DATABASE RESOURCE PERSPECTIVE OF DATA SECURITY POLICIES You can analyze data security policies by database resource. You can view the roles that are authorized to the database resource and the users that are authorized to the database resource. You can export the information displayed in the tables. Database Resources Page Showing Data Security Policies Database Resources Page Showing Authorized Roles 24

25 Database Resources Page Showing Authorized Users No steps are required to enable this feature. ENHANCED ROLE COMPARISON You can move function and data security policies from the first role to the second role during role comparison. You can export the data displayed in the role comparison results table. Move Function and Data Security Policies From First Role to Second Role 25

26 Export of Role Comparison Results No steps are required to enable this feature. TIPS AND CONSIDERATIONS Add to Second Role button is enabled only on the following conditions: Second Role is a custom role User has Edit Role privilege Filter Criteria does not include Role hierarchy Show is Only in first role

27 Copyright 2017, 2018, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice.this document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced ortransmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation.All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 27

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