Mfg EAM Advisor Webcast 2012 0315

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1© 2009 Oracle Corporation – Proprietary and Confidential



2

Day, Date, 2004

time p.m. ET

Teleconference Access:

North America: xxxx

International: xxxx

Password: Advisor

March 15, 2012

11:00 am ET / 9:00 am

MT / 8:00 am PT

VOICE STREAMING

ENABLED

North America:(866) 627-3315

International:+1-706-758-7972

Doc Id: 1148600.1

Conf Id:46462302 or Oracle EAM

Upcoming Community Webcasts:

April 19, 2012: Sub-Ledger Accounting (SLA) for Oracle eAM(Doc Id 1167439.1)

May 17, 2012: Preventive Maintenance Scheduling in OracleeAM (Doc Id 1167439.1)

June 21, 2012: Benefits of Using Oracle Asset Tracking withOracle eAM (Doc Id 1167439.1)

For complete details on Enterprise Asset Management AdvisorWebcast s see Doc ID 1167439.1.

For complete details on All Other upcoming Oracle AdvisorWebcast Events, please Note 740966.1.

Do you have any topic requests for future Advisor Webcast

Events? Please email your suggestions to

[email protected], subject: Topics of Interest.

Enterprise Asset Management

Live Advisor Webcast

© 2012 Oracle Corporation – Proprietary and Confidential



<Insert Picture Here>

GRC Preventive Controls Governor:

It’s For Enterprise Asset Management

Pam FreemanPrincipal Sales Consultant



4

The following 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.

Safe Harbor Statement




<Insert Picture Here>

GRC Preventive Controls Governor:

It’s For Enterprise Asset Management

Pam FreemanPrincipal Sales Consultant



6

Agenda

Overview of GRC SuitePreventive Controls Governor Integration with eAM

Form Rules

Flow Rules

Audit RulesChange Control Rules

Benefit to Customers / Use Cases

DemoQuestion and Answers



Objective

• At the end of this session, you will be able to describehow Preventive Controls Governor can be used witheAM (Enterprise Asset Management).

Oracle Confidential – covered under NDA



True or False Questions

• Preventive Controls Governor can only beused with eBS Professional Forms?

• GRC is only used with eBS Financials?




GRC Intelligence

GRC Manager

GRC Controls

Oracle Governance, Risk and Compliance

Custom or Legacy Appl icati ons

The Power to Manage

The Power to Know

The Power to Enforce



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Oracle Governance, Risk and Compliance Audit and Change Control Rules Part of Preventive

Controls

Embedded Control• Detective, Preventive, Contextual

• Automated controls test ing

• Pre-built controls library

Centralized Oversight• Common Repository for all compliance

Initiatives

• Audi t and Assessment of Contro ls

• Integrated remediation management

360º Visibility

• Get GRC information from single source

• Monitor Open Issues / Contro l Testing

• Implement faster w ith ready-madedashboards

GRC Intelligence

GRC Manager

GRC Controls

Custom or Legacy Appl icati ons

SOD & Access App li cat ion

ConfigurationTransactionMonitoring

Preventive Controls

Executive KRIs and KPIs Ad-Hoc

Dashboards Analysis

Enterprise Risk Compliance Remediation

Management Management Management



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What Does This Mean to eAMCustomers?




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GRC Preventive Controls Governor

and eAM

CapitalizedDepreciatio

n Maintainable Assets

PostingIntegration

Chart of Accounts

Plans &

WorkOrders

Costs&

Tasks

Availabi li ty, Costs

BOM’s &Routings

MaterialReq’s & POs

Service Requests &Customer

Information

OperationCompletion

Employees &Skills

Enterprise Asset Management

Procurement Manufacturing Projects Inventory ServiceSuppliers

Human

Resources

Accounts

Payable

Fixed Assets

Property/ Fac

Management

General

Ledger

GRC PreventiveControls Governor

Form RulesFlow Rules

Audi t Rules

Change ControlRules



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Review AuditReports

EnforceField

Validation

Initiate ApprovalWorkflow

Prevent Read orWrite Access

Preventive

Controls GovernorEmbed Controls Natively in Enterprise Apps

• Enforce preventive controls forspecific users and events natively

within enterprise application • Mitigate risk of application changeswith approval workflow and audit trails

• Protect sensitive application data• Reduce audit costs, reducemaintenance costs, increase IT

productivity

DefinePreventiveControls

Prevention

GRC Manager

SOD & Acc ess

App lic atio nConfiguration

TransactionMonitoring

GRC Intelligence

GRC Controls

Preventive Controls



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1. Form Rules – modi fies security, navigat ion, field and data

properties – used with eBS forms

2. Process Flow Rules – def ines and implements business processes

– can be used with eBS Forms or HTML

3. Audi t Rules – tracks changes to the value of fields in the database

tables in Oracle EBS – can be used with eBS Forms or HTML

4. Change Control Rules -

• Combines Form, Flow and Audit rules features to:

• Record changes to database values

• Require reason codes for changes made via UI (User Interface)

• Require approval for changes made via UI (User Interface)

• Wizard-based operation

• Used with eBS forms

Preventive Controls Governor (PCG) Components :



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Enable security

Navigate to other forms

Extend seeded forms tostore additionalinformation

Add messages

Default values

Create and/or modify Listof Values (LOV)

Set f ield Attributes

Interface to SQL*Plus tocreate procedures toimplement more complexrules

Form Rules

PCG: Form Rule Features Implement field-, block- and/or form-level controls to hide,

mask or validate information



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• Comprehensive data security• Restrict the business data seen/changed by each EBS user

• Wide variety of criteria available for specifying restricted users

• Flexible

• Reconfigure controls on demand• Add new business environments on demand

• Enhance User Experience• Zooms

• Default values

• Messages

• Modify List of Values visible to user

Preventive Controls Governor – Form RuleBenefits



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eAM and GRC Preventive Controls

Governor Working Together

• Preventive Controls Governor Example Use Cases• Form Rules –

• User who creates asset or work order can not update thesame asset or work order.

• Create zooms to data in other modules such projectsstatus inquiry.

• Hide expense account on sub-inventory setup screen byorganization.




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Demo – Form Rules

Example 1 – Hide a field using Form Rules andcreate a subscriber list so this rule only applies to theFAC organization.

Example 2 – Create a zoom from the Maintenance

Workbench to the Project form.




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Form Rules – Example 1

Hide a Field


Define the Rule and

the Rule Elements

What invokes the Rule



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Form Rules – Example 1

Subscriber List


Different Filters

And Groups based

On business processes



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Form Rule – Example 1

Deployed in FAC


Expense AccountIs hidden



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N/A for EM1


Expense AccountIs visible in EM1



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Create a Zoom from the Work Order to Projects


Define the Rule and

the Rule Elements

What invokes the Rule



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Search For a Work Order


Determine the

Criteria to basethe search



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Zoom to Project




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Arrive at Projects


PCG P Fl R l F t



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Notify or request

approval

Alert designated persons

to errors or exceptional

conditions

Event driven

notifications or

approvals

Implement a constraint

condition

Provides a tool formigrating rules from one

EBS instance to another

Flow Rules

PCG: Process Flow Rule Features Enforce business policy through additional

automated processes

P ti C t l G Fl R l



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• Quick to implement• Create controls and workflows without technical expertise

• Most operations are point-and-click

• Installed directly into EBS; no additional resources needed

• Requires knowledge of eBS tables

• Automates controls and testing of existing automatedcontrols embedded in EBS• Centralized, fine grained control automation with workflows

Preventive Controls Governor – Flow RuleBenefits



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• Preventive Controls Governor Example Use Cases• Flow Rules –

• Send notification if optional fields on a form such as thework order type for example, are left blank

• Require approval if estimated cost of work order is greater

than $5000 or if specific work order types are used.

• Run reports, Maintenance Work Order Detail for example,when the status of the work order changes to released.




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Demo – Flow Rules

Example 1 - Send notification if the work order type is left blankExample 2 - Material Shortage Report is launched when the

status of the work order changes to released.




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Flow Rules – Example 1

Send a Notification if Work Order Type is Null


Define the rule



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Define the Rule - Continued




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Flow Rule – Example 1

Rule Launch Criteria


Any work orders in EM1

Org and Work Order Type

Is Null



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Process Flow – Export to Workflow




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Execute the Rule


Create a Work Order



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Work Order created



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Notification Sent


Notification



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Launch a Concurrent Request


Define the Rule



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Define the Rule - Continued




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Launch Criteria


Organization is EM1

Status is Released



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Process Flow Exported to Workflow




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Create a Work Order


Status is

Released



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Report has completed

PCG: Audit Rule Features



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Track changes to thevalues of fields with

optimized approach to

minimize performance

impact

Configure via rules basedapplication wizard

Manage via individuals or

with audit groups

Perform translations for

audited information to

make more meaningful tothe business

Audit Rules

PCG: Audit Rule Features Mitigate risk of application changes with approval

workflow and audit trails

Preventive Controls Governor – Audit Rule



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• Audit Rules• Track changes to any EBS field’s data

• Can use translation to display data as seen in EBS

• Easy to use report writer to view changes

Preventive Controls Governor Audit RuleBenefits



46



• Preventive Controls Governor Example Use Cases• Audit Rules –

• Track each time a change is made to any field such as thescheduled start date or work order status

• Track each time a change is made to a setup form




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Demo - Audit Rules

• Create an audit report that shows for a given daterange each time the following are changed:Example 1 - Scheduled Start Date on Work Order

Example 1 - Status Changed on Work Order

Example 2 - Account Numbers on Work Order AccountingClass Changed




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Audit Rule – Example 1

Capture Changes to Work Order Start Date and Status


Determine the table

To be audited



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Capture Changes to Work Order Start Date and Status


Specify the Columns

A di R l E l 1



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Report Definition


After the audit is complete,

Specify the criteria for the

Report.

A dit R l E l 1



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Run the Report


A confirmationis displayed

A dit R l E l 1



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Audit Results


A dit R l E l 2



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Track Changes to Accounting Class


A dit R l E l 2



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Define the Audit Criteria for the report

A dit R l E l 2



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Run the Report

A dit R l E l 2



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Report Has Completed

PCG: Change Control Rule Features and



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Rules – configured at field-level through wizard

Three control types – Audit,

Reason Code, Approval

• Audit - Monitor

changes to individualfields in Oracle EBS

• Reason Code -

Require a reason for a

change to a field in

EBS

• Approval - Require anapproval for a change

to a field in EBS,

before the change is

committed

ChangeControlRules

gBenefits

Regulate changes to the value of fields in Oracle EBS

AM d GRC P ti C t l



58



• Preventive Controls Governor Example Use Cases• Change Control -

• Require approval or reason each a change is made to asetting on setup form such eAM Parameters or PreventiveMaintenance Schedule Definition


Demo Change Control R les



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Demo – Change Control Rules

Example 1 – Require a Reason if any changes aremade to the Preventive Maintenance Schedule from

Example 2 – Require Approval if the MaintenanceOffset Account is changed on the eAM Parameters

form


Change Control Rules Example 1



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Change Control Rules – Example 1

Require Reason For Change


Specify form name

Specify f ield

Specify the control

Specify Primary Key




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Form values before change




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Make a change




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Reason is required




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Activate Change Request




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Enter Reason




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Change is made!




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Require Approval if the Maintenance Offset Account is changed

on the eAM Parameters form


Specify form name

Specify f ield

Specify the control




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User Field Name




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Rule has been generated




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Subscribers

Change Control Rule – Example 2



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Maintenance Offset

Account Prior to Change




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Make a change

Message displayed asking

for reason




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Change Control Rule Example 2


Workflow is launched




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Change Control Rule Example 2


Notification is displayed and approval is needed before change is updated

Key Takeaways



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Key Takeaways

GRC Preventive Controls Governor Form, Flow, Audit andChange Control Rules can be used with eBS Forms

GRC Preventive Controls Governor Flow and Audit Rules can beused with HTML.

Form Rules Provide a way to implement comprehensive data

security, flexibility and enhance the user experienceFlow Rules enforce business policy through additional

automated processing. A functional user can create theworkflows.

Audit Rules mitigate risk with Field Level Audit Trails

Change Control Rules can prevent unwanted changes beforethey happen


• To ask a question on the



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To ask a question on the

phone line, select *1 on

your phone.

• To ask a question online,

use the Q&A area.

• Your question will be read

aloud in the order received.

• Question can also be asked

on the Enterprise Asset

Management Community


Visit My Oracle Communities



78

Collaborate with a large network of your industry peers, support professionals, and Oracleexperts to exchange information, ask questions & get answers. Find out how your peers are

using Oracle technologies and services to better meet their support and business needs.• Exchange Knowledge

• Resolve Issues

• Gain Expertise

Visit My Oracle Communities

Visit the My Oracle SupportCommunity now!!

1. Log into My Oracle Support.

2. Select the Community tab.

3. Select the Enter Here button.

4. Select the Community Namelink under the E-BusinessSuite section of the MyCommunities Menu on the leftside of the window.


Enterprise Asset Management Advisor

https://metalink.oracle.com/

https://metalink.oracle.com/



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p g

Webcast Calendar (Doc ID 1167439.1)


SAVE THE DATE! 6th Annual Oracle Maintenance Summit



March 26-30, 2012

Nashville, TN

Early bird registration

$199.00 before March 1, 2012

Register at

OracleMaintenanceSummit.com

Renaissance-Nashville Hotel611 Commerce Street

Nashville, TN 37203 USA

Group $149.00 per night

Phone 1-615-225-8400

Agenda

Monday, March 26, 2012

•Oracle Maintenance University (optional)

Tuesday, March 27, 2012

•Conference Day 1 – General sessions and product tracks

Wednesday, March 28, 2012

•Conference Day 2 – General sessions and product tracks

Thursday, March 29, 2012•Conference Day 3 (AM) General sessions & product tracks

Afternoon - CAB and Focus Groups (by invitation only)

•Oracle CAB (for live eAM customers)

•JDE Focus Group

•PeopleSoft Maint. Mgmt Focus Group

•Oracle Maintenance Univ. – Half Day Training (optional)

Friday, March 30, 2012•Oracle Maintenance Univ. – Full Day Training (optional)

Oracle Maintenance University Cost (early bird rates)

•$799.00 per person/per day

•$499.00 per person for Thursday half day session



THANK YOU

Mfg EAM Advisor Webcast 2012 0315

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