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

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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.
Comments:

Steven,

I know that you cannot disclose future certification dates due to Oracle's 3Rs.

We're rolling out Win7/ IE8 desktop clients with Office 2010 and need to decide on desktop platform for eBS 12.1.2.

What's the progress on eBS+Office 2010 certification?

Are we likely to see this general certification in the next 3 months?

If we hit issues with eBS 12.1 & Win7/IE8+office2010 combination, can we count on support?

Is there an early adopter program for eBS-office integartions?
Thanks.

Posted by Miro on May 06, 2010 at 02:52 AM PDT #

Hello, Miro,

We're excited about Office 2010, too, but I'd caution you to limit its distribution to any EBS users who depend upon existing integration points. We're working on our EBS+Office 2010 certification right now.

Oracle's Revenue Recognition rules prohibit us from discussing certification and release dates, but you're welcome to monitor or subscribe to this blog for updates, which I'll post as soon as soon as they're available.

If you report issues with this combination in advance of our certification, the best that we will likely be able to do will be to advise you to revert to either Office 2007 or 2003.

I don't have any plans to offer an Early Adopter Program for this configuration, but if this changes, I'll post a call for participants here.

Regards,
Steven

Posted by Steven Chan on May 06, 2010 at 05:38 AM PDT #

Hallo Steven,

now it's October 2010 and our customers request Office 2010 either with Windows XP SP3 or Windows 7.

Are there any news or a time line about eBS V11 and Office 2010?

Regards,
Gustav

Posted by Gustav on October 28, 2010 at 11:07 PM PDT #

Gustav,

See this externally-published article:

Interim Update #1: Microsoft Office 2010 and E-Business Suite
http://blogs.oracle.com/stevenChan/2010/05/interim_update_1_office_2010_ebs.html

Oracle's Revenue Recognition rules prohibit us from discussing certification and release dates, but you're welcome to monitor or subscribe to this blog for updates, which I'll post as soon as soon as they're available.

Regards,
Steven

Posted by Steven Chan on October 29, 2010 at 01:46 AM PDT #

Hi Steven, Our company is currently using the following: EBS 11.5.10.2 Oracle Financials (GL, Payables, Assets only), ADI 7.2.0.09.12, Excel 2003, Windows 7. We would like to upgrade to Excel 2007. Is there a combination of releases of EBS and ADI that are combatible with Office 7 and Windows 7? Thanks, Robert

Posted by Robert on May 13, 2011 at 10:02 AM PDT #

Hi, Robert, Client ADI is certified with Excel 2007. EBS 11.5.10.2 is certified with desktop clients running Windows 7 and Excel 2003, also. There is one missing piece, though: Client ADI is in maintenance mode, and the team that owns that product (not the Applications Technology Group) has not announced any plans for new certifications. As far as I'm aware, there are no plans to certify client ADI with Windows 7. If that's a requirement for you, I'd recommend logging a formal Service Request against client ADI for that certification. Regards, Steven

Posted by Steven Chan on May 16, 2011 at 07:08 AM PDT #

Hi Steven,

Have you some information about MS Office / Excel 2003 certification with new release EBS 12.2 in particular Webadi, BI Publisher? Is it same than any r12 releases? Thanks.

Posted by Phil on July 04, 2011 at 10:10 PM PDT #

Hi, Phil,

We expect to be able to support integration with MS Office 2003 and EBS 12.2. That said, our usual disclaimer applies:

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.

Regards,
Steven

Posted by Steven Chan on July 05, 2011 at 04:49 AM PDT #

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