Tuesday Apr 21, 2015

Best Practices for Testing EBS Endeca Applications

[Editor: This article was contributed by Prasanti Madireddi, Sr. Director, EBS Quality Assurance]

We introduced Oracle E-Business Suite Extensions for Oracle Endeca in 2013.  These EBS Extensions  provide selected EBS applications with Oracle Endeca-based capabilities. What is the best approach for testing your Endeca-based content for the E-Business Suite?

Endeca screenshot

Overall testing strategy

The primary goal is to test Endeca's integration with the EBS application. Customers should be able to use EBS products alongside the Endeca search features to search and summarize EBS data. 

Testing access to Endeca Applications

You must complete Endeca's role based access control (RBAC) before testing Endeca applications. You must create users, responsibilities and roles after the Endeca installation. After the RBAC setup is run, users can open Endeca pages and search for EBS data.

Testing Endeca integration with EBS products

Open Endeca pages from EBS. Verify the navigation from Endeca pages to self service pages and other windows, and also check the navigation back to the Endeca pages. Verify if the context is being set appropriately while navigating from one page to another.

Test key flows

Test all key flows in the Endeca products that you've integrated with the E-Business Suite. For example, if you've installed the Endeca extensions for iProcurement, the key flow in Oracle iProcurement would be to search for items in the Endeca page, compare the items, select some items and add them to cart and create a requisition.

Test data synchronization

Endeca maintains its own operational data store.  This database needs to be synchronized with the E-Business Suite database. Data synchronization is key to the functioning of Endeca pages. Run the full data synchronization for your installed Endeca extensions and verify that the data is loaded appropriately. Open Endeca pages to verify that the synchronized data is accurate and is displayed properly.

Some of the products control the data to be loaded through a profile option wherein a cut-off date can be specified. The full load process pulls in data entered after the cut-off date specified.

For example: in the Project Procurement - Supplier & Item Analysis dashboard, you can use the profile "PO: Item and Supplier Analysis Data-load Cut-off" to restrict the data that is sent to Endeca.

Test your full load processes to verify that the data is synchronized based on product-specific profiles.

You can run the Incremental Synchronization tools to keep the Endeca database updated after new changes have been made to the EBS database. Test this by creating, updating, or deleting data from EBS and then running the incremental graph to verify that the changes are reflected in Endeca pages.

Test all search components and capabilities

Endeca provides several options for filtering and searching data.

  • Search Box
  • Breadcrumbs
  • Guided Navigation
  • Range Filters
  • Tag Cloud
  • Book Marks

Use these search features to verify that your data is filtered appropriately.  Choose a small well-defined set of data for testing.

After you enter the search criteria, check that all Endeca components are refreshed appropriately with the queried data. This includes metric bars, result tables, record details and charts.

Most components have additional search capabilities, e.g. clicking on a value in a chart will further filter the data based on the clicked value. Check that those additional search features also show the latest synchronized data.

Additional Features

Endeca provides additional features: Metrics, Compare, and Export. The Metrics component provides a summary of the selected data. This component can be configured to highlight the data in different colors based on some specific conditions.  Test Metrics to verify the accuracy and the format of the summarized data.

The Compare feature is used to compare two objects, for example, to compare two items before adding them to a cart in iProcurement. Test the Compare feature to verify that the selected objects are compared appropriately.

Test the Export option to verify that the displayed data can be exported and saved in Excel spreadsheets.

Security Testing

Test your RBAC setup by verifying that only authorized users can access Endeca pages.

Test your RBAC setup by verifying that only authorized users can see the data that they're authorized to access in Endeca. For example, if a user is allowed to see data from Organization A but not  Organization B, verify that the appropriate Endeca pages also honor this data security check.

Descriptive Flex fields

Descriptive Flex fields (DFF) provide customizable expansion space on the EBS Endeca user interfaces and are used to track additional information. Endeca allows users to search on DFF attributes.

Test DFFs by creating new DFF definitions and then running the full load process to populate the DFF details. Search for the DFF values in the guided navigation.

Browser and mobile device compatibility

Test Endeca pages in the certified browsers that you've deployed in your organization.

Endeca pages should open in desktop clients, tablets, and mobile devices. Some components behave differently when opened in mobile devices. For example, the Guided Navigator is not rendered automatically in tablets and mobile devices; users open the Guided Navigator by clicking a button.

References

Friday Jul 19, 2013

Announcing Oracle E-Business Suite Extensions for Oracle Endeca 12.1.3.3

The Oracle E-Business Suite Extensions for Oracle Endeca provide selected EBS applications with Oracle Endeca-based capabilities. These extensions allow users to take an information-driven approach to business, optimizing operational decisions and improving process efficiency.

Each extension provides an existing EBS application with a search-oriented dashboard that summarizes current operational information. Users can explore this information in whatever way makes sense to them, combining free text and faceted search with drilldown on visualizations such as key performance indicators (KPIs), tag clouds, charts and cross-tabs. With each drilldown or search refinement, the entire set of visualizations and search choices changes to reflect the user’s previous choices. Users can browse and drill to the subset of information that is important for them to act on, automatically passing context to an EBS transaction screen where they can take the necessary action – for example, expediting a sales order by substituting a replacement part.

Endeca screenshot

The Oracle E-Business Suite Extensions for Oracle Endeca allow users to leverage modern, self-service discovery mechanisms for identifying and acting on exceptions and opportunities. Users can find information that that they otherwise might not find with conventional ERP query screens, reducing their reliance on emails, phone calls, and IT-provided reports.

What’s New in Oracle E-Business Suite Extensions for Oracle Endeca 12.1.3.3?
Oracle recently announced Oracle E-Business Suite Extensions for Oracle Endeca 12.1.3.3 for EBS 12.1.3 environments.  This release adds six new extensions:

  • Oracle Warehouse Management Extensions for Oracle Endeca
  • Oracle Installed Base Extensions for Oracle Endeca
  • Oracle Process Manufacturing Extensions for Oracle Endeca
  • Oracle Cost Management Extensions for Oracle Endeca
  • Oracle Depot Repair Extensions for Oracle Endeca
  • Oracle Learning Management Extensions for Oracle Endeca

In addition, 12.1.3.3 includes updates to nine previously-available extensions:

  • Oracle Order Management Extensions for Oracle Endeca
  • Oracle Discrete Manufacturing Extensions for Oracle Endeca
  • Oracle Inventory Management Extensions for Oracle Endeca
  • Oracle Channel Revenue Management Extensions for Oracle Endeca
  • Oracle Enterprise Asset Management Extensions for Oracle Endeca
  • Oracle Field Service Extensions for Oracle Endeca
  • Oracle Project Management Extensions for Oracle Endeca
  • Oracle iProcurement Extensions for Oracle Endeca
  • Oracle iRecruitment Extensions for Oracle Endeca  

Technical Overview of Oracle E-Business Suite Extensions for Oracle Endeca
Oracle E-Business Suite Extensions for Oracle Endeca use Oracle Endeca Information Discovery (EID) technology, which features:

  • A hybrid search-analytical engine
  • A user interface optimized for visual discovery and analysis
  • A data integration (ETL) engine

E-Business Suite transactional information is loaded and stored in a faceted, in-memory data model that gets refreshed with changes at intervals prescribed by the system administrator. Information is pre-classified, pre-summarized, and pre-sorted before it becomes available for search, discovery and analysis in a rich content container that is embedded within an EBS HTML page.  EBS handles session management so that Endeca content in the rich content container is consistent with EBS context and security.

EBS customers can add Endeca-based capabilities using an all-in-one installer, achieving out-of-the box security and integration with their Oracle E-Business Suite applications. We typically recommend that the EID components be run on any hardware or VM running 64-bit Oracle or Redhat Linux V5 or V6.

Downloads

You can download the Oracle E-Business Suite Extensions for Oracle Endeca Media Pack here:

References

Related Articles

Thursday Jan 31, 2013

Webcast Replay Available: Using Endeca with E-Business Suite 12

If you missed Osama Elkady's webcast on using Oracle Endeca with Oracle E-Business Suite, the replay is available here:

This webcasts focuses on the details behind Oracle Endeca's integration with Oracle E-Business Suite Release 12. It demonstrates how you can extend the use of Oracle Endeca into other areas of Oracle E-Business Suite.

Endeca within Oracle E-Business Suite

Oracle Endeca includes an unstructured data correlation and analytics engine, together with catalog search and guided navigation capabilities.

  • Complete Data View
  • Advanced Searching Across Organizations and Flexfields
  • Advanced Visualization including Charts, Metrics, and Cross Tabs
  • Guided Navigation

Tuesday Nov 20, 2012

ATG Live Webcast Nov. 29th: Endeca "Evolutionizes" E-Business Suite

If you have ever wanted any of the following within Oracle E-Business Suite:
  • Complete Data View
  • Advanced Searching Across Organizations and Flexfields
  • Advanced Visualization including Charts, Metrics, and Cross Tabs
  • Guided Navigation

Then you might want to attend this webcast to learn more about Oracle Endeca's integration with Oracle E-Business Suite. Oracle Endeca includes an unstructured data correlation and analytics engine, together with catalog search and guided navigation capabilities.

This webcasts focuses on the details behind Oracle Endeca's integration with Oracle E-Business Suite. It demonstrates how you can extend the use of Oracle Endeca into other areas of Oracle E-Business Suite.

Endeca within Oracle E-Business Suite

Date:             Thursday, November 29, 2012
Time:             8:00 AM - 9:00 AM Pacific Standard Time
Presenter:   Osama Elkady, Senior Director

Webcast Registration Link (Preregistration is optional but encouraged)

To hear the audio feed:
   Domestic Participant Dial-In Number:           877-697-8128
    International Participant Dial-In Number:      706-634-9568
    Additional International Dial-In Numbers Link:
    Dial-In Passcode:                                              103192

To see the presentation:
    The Direct Access Web Conference details are:
    Website URL: https://ouweb.webex.com
    Meeting Number:  595335921

If you miss the webcast, or you have missed any webcast, don't worry -- we'll post links to the recording as soon as it's available from Oracle University.  You can monitor this blog for pointers to the replay. And, you can find our archive of our past webcasts and training here.

If you have any questions or comments, feel free to email Bill Sawyer (Senior Manager, Applications Technology Curriculum) at BilldotSawyer-AT-Oracle-DOT-com.

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