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Microsoft Office 2003 and 2007 Certified with Oracle E-Business Suite

Steven Chan
Senior Director
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[Nov. 22, 2010 Update:  Office 2010 (32-Bit) is now certified with the E-Business Suite; see this article for details] Microsoft Office 2003 and 2007 are certified with Oracle E-Business Suite Release 11i and 12.  While this isn't a new announcement, per se, a recent surge of Office-related questions suggests that it's worth covering this topic here. How does the E-Business Suite work with Microsoft Office? The Oracle E-Business Suite is comprised of several product families such as Financials, Supply Chain Management, Human Resources, and so on.  These product families group together collections of individual products.  Some of these products may be optionally integrated with one or more Microsoft Office components such as Excel, Word, and Projects. Individual E-Business Suite product teams have the option of building integrations between their products and one or more Microsoft Office components.  This is not mandatory.  Over forty E-Business Suite teams offer these kinds of Office integrations today. Examples of these integrations include:
  • HRMS Payroll integrations with Microsoft Excel
  • Supply Chain Management Contracts Core integration with Microsoft Word
  • Financials General Ledger (GL) integration with Microsoft Excel
  • Customer Relationship Management (CRM) Proposals integration with Microsoft Word
What Does "Certified" Mean? It's easy enough to state that Oracle E-Business Suite is certified with Microsoft Office.  But the E-Business Suite is a collection of multiple products, just like Microsoft Office.  So what does the generalized statement of "certified" really mean? If an E-Business Suite team integrates their product with Microsoft Office, they are responsible for ensuring that these integrations continue to work with all of their new releases and patches.  They are also responsible for testing their products with new versions of Microsoft Office, including major Office patches and Service Packs.  When a specific product team completes their testing of their product with a given version of, say, Microsoft Excel 2007, they are permitted to state that their product is certified with that Office version and component.  When all product teams with Office dependencies complete their tests of, say, E-Business Suite 12 with Office 2007, then we consider that E-Business Suite release to be certified with that version of Microsoft Office. Where are these integrations documented? Individual product teams are responsible for ensuring that their product documentation describes their integration points and procedures for using Microsoft Office.  This documentation is decentralized and distributed today, and I would expect things to continue along those lines.   We understand that it would be helpful to have a central document that acts like a Table of Contents or integration roadmap with pointers to the product-specific Office documentation.  We've scheduled this documentation project; watch this blog for more details when that supplemental documentation is released. How are these integrations supported? You can log Service Requests against the E-Business Suite product that you're trying to integrate with Microsoft Office.  For example, you might be trying to take advantage of CRM Marketing (AMS) 12.1.2's integration with Excel 2007.  To get support, you can log an SR against CRM Marketing directly.  The Support team for that product will help you diagnose and resolve the problem.  If the issue is isolated to a Microsoft product, then it may be necessary to log a corresponding support ticket with Microsoft, as well. What about Microsoft Office 2010? Microsoft has recently released a beta of Office 2010.  Our EBS product teams are evaluating this release now.  I'll post more details about our plans for certifying Office 2010 with the E-Business Suite as soon as they're available. What about StarOffice and OpenOffice variants? Our existing E-Business Suite integrations with Microsoft are built on a variety of published Microsoft technologies, including Microsoft's Visual Basic (VBA) macro functions and Microsoft document filetypes.  StarOffice, OpenOffice and its many open source variants offer a lot of functionality that is very similar or equivalent to Microsoft Office.  However, these open source applications are not drop-in replacements for their Microsoft Office equivalents, given that they do not offer VBA macro compatibility.  If your organisation currently uses Microsoft Office with the E-Business Suite and is considering a large-scale cutover from Microsoft Office to OpenOffice or another open source equivalent, please drop me an email with the following details:
  1. Name of your organisation
  2. EBS Release (e.g. 11.5.10.2, 12.1.2)
  3. EBS+Office integrations that you're using today
  4. Microsoft Office version that you're using today
  5. Number of end-user desktops affected
  6. Windows versions used by those EBS+Office end-users
  7. OpenOffice distribution and versions to be deployed
  8. Will there be a mix of Microsoft Office and OpenOffice deployments? 
  9. Migration schedule to OpenOffice or open source equivalent
Related Articles The preceding is intended to outline our general product direction.  It is intended for information purposes only, and may not be incorporated into any contract.   It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decision.  The development, release, and timing of any features or functionality described for Oracle's products remains at the sole discretion of Oracle.