02 - 360 and User Interface Standards

2
User Interface Patterns
Copyright 2010, Oracle. All rights reserved.
Log In
Open your browser
IE 7 or later (with all of the latest patches)
Go to the URL supplied by your instructor
When a login window appears, supply the following:
User name: USERnn (uppercase where nn is a number that
will be assigned to you by your instructor; please dont use
anyone elses user ID as this could cause concurrency issues
during some exercises)
Password: USERnn00 (i.e., your user name suffixed with
00)
Your user id's home page is 360 Search

Do not play around until after this chapter is complete!
Before describing this pages purpose, the major UI components
will be explained
2-2
The Anatomy Of All Pages
The action bar contains buttons that initiate database updates

and navigate to transactions
These 4 elements
appear on every
Object Display Area
page contains several types of
The dashboard
The menu bar allows you to

navigate to other pages
This area containszones:

the portal / maintenance object
1. Zones that provide additional information
The
Dashboard
can
be turned
/ Note:
query
that
youve
requested
about
the object
being
worked on
off by setting
up that
userinitiate
preferences
2. Zones
business processes
accordingly
[or
by
clicking
3. Zones that navigatethe
to other areas of the
vertical
bar]
system
The status bar contains informational messages

about what the system just did
2-3
D2
Recall that this means this

functionality is only available if the
customer has installed D2 (Meter
Data Management)
360 Search
D2
360 Search
360 Search is the first page that appears after log in
Users can set their home page to any page in the system
by changing their user preferences
360 Search is used to:
Find devices, measuring components, service points,
and/or usage subscriptions using a variety of search criteria
Navigate to a 360 View of a device / service point /
measuring component / usage subscription combination
2-5
D2
360 Search
Enter search criteria to find USs, SPs,
devices, and MCs using the
customer's name and/or address
These options further limit the results
Most of the columns can be
loaded into the Work List so
they can be worked without
having to return to the search
2-6
D2
360 Search - Other Query Options

There are other query options and an
implementation can introduce more
Notice how the columns change

based on the search criteria
Click on any of the descriptions to:
1. Load the Dashboard with information
about the objects on the row
2. Transfer to the respective tab on the
360 View portal
2-7
The Dashboard Is Populated

The zones on the Dashboard are populated
with information about the objects on the row
selected on 360 Search
The Current Context zone contains a summary of the

objects selected on 360 Search
Other zones are independent of the current context
2-8
D2
360 View Has Separate Portals For Each Object

In addition to populating the Dashboard, the respective tab on
360 View is opened
For example, if a Measuring Component description is
clicked, the Measuring Component Tab is opened
Each tab is a portal whose zones
contain detailed information about
the respective object
If a service point's description was clicked,
the Service Point tab opens by default
2-9
Portal Overview
Portals Versus Fixed Pages

Every page fits into one of the following categories:
Portal page: An implementation can change most aspects
of the look and feel as per requirements
All of the meter data functionality uses this pattern this means
implementations can change most aspects of the UI
Fixed page: Only minor enhancements to the look and feel

can be introduced by implementations
Only pages owned by the Framework (described in the
Config Tools class) use this pattern
This upcoming slides describe Portal pages
2 - 11
Portals Have Zones

A portal is a page that consists of one or more zones
This snapshot shows 2 zones
There is no limit to the number of zones that

can appear on a portal
Zones can be collapsed by default to
improve performance
Application security can restrict access to
specific zones on a portal
New zones are added to a portal by updating

the portal's configuration
2 - 12
Portal Configuration
Every portal is shipped with a default configuration:
Implementations can change most of the base-package values:
- Zones can be added
- Zones can be suppressed (by toggling the Display check box)
- Zones can be reordered (by changing the Override Sequence)
- Zones can be collapsed / opened by default
2 - 13
Portals May Appear On Portal Preferences

A portal's default configuration can be overridden by individual
users and/or user groups if Show on Portal Preferences is Yes
By convention, only frequently used portals

are delivered like this (an implementation can
change this value as desired)
2 - 14
If Users Can Override A Portal's Default Configuration

Click the Preferences button to change
the portal configurations
The Portal Preferences tab contains a

row for every user-configurable portal that
the user has security rights to
To change how a portal looks,
click the row
Zones can be suppressed,

collapsed, and re-sequenced
The meter data zones do not contain
information that changes continuously
and therefore the Refresh seconds
feature should not be used
2 - 15
An indication of whether the

user has security rights is
shown. Users only see zones
that have rights to when they
open a portal.
Dictating Portal Preferences

Return to the user's Preferences
Users can only change portal preferences if their

preferences are not defined by a Profile User
Most implementations do not allow individual users to change their
portal preferences. Rather, portal preferences are defined for profile
users and individual users reference one of the profile users.
This ensures a common look and feel for users in a
user group and this facilitates training and support
If an implementation does not want any zone
configuration deviations, they should disable all
portals from appearing on Portal Preferences
2 - 16
The Dashboard Is A Portal Too

The Dashboard is a portal
Because it is composed of zones
The Favorite Links zone is a list of a user's favorite

transactions / business processes (these are
defined on Preferences too). Clicking a link or
pressing the accelerator key opens the page /
starts the business process.
2 - 17
Other Dashboard Zones: FYI and Alerts Zones
The Alerts zone highlights anomalies related to the

measuring component / device / service point /
usage subscription / contact in context. The MDM
Advanced class explains how the number and type
of alerts can be configured by an implementation.
The FYI zone highlights information related to the

measuring component / device / service point /
usage subscription / contact in context that users
want fixed on their dashboard. The MDM
Advanced class explains how the number and type
of FYI's can be configured by an implementation.
Future slides describe additional Dashboard
zones. And, remember, because the Dashboard is
a portal, an implementation can introduce
additional zones.
2 - 18
Zone Basics
Zone Patterns
Most zones fit into one of the following categories
Explorer zones
contain grids of
information
Map zones contain information that's

been formatted with an HTML form
Explorers are
described first
2 - 20
The Layout Of Explorer Zones

The collapse/ expand
button minimizes /
maximizes the zone (you
can also click in the gray
bar to expand / collapse)
The title bar shows the zones title;

if help has been defined for the
zone, you can click the help icon to
see the help
Click the menu button to see

a menu that can be used to
print the zone, download rows
to Excel (if applicable),
Commonly used business
processes can be initiated
The results area

contains the list
of information
(the zone's height
can be
configured)
The "white space" in a column's

heading can be clicked to re-sort the
rows in ascending and descending
order
2 - 21
Other icons dynamically

appear depending on
how the zone has been
configured (all will be
shown during this class)
Broadcasting
The broadcast tower icon

indicates that the row's unique
identifier (e.g., the MC Type in
this case) will be broadcast to
other zones on the portal if icon
is clicked
This zone shows the broadcast MC

type's interval consumption history
2 - 22
Explorer Zones May Have End-User Filters
Clicking the filters icon toggles the filter area's visibility.

The zone can be configured to show the filters or
suppress them by default. If this button doesn't
appear, the zone has no filters.
This zone has been configured to allow

an end-user to filter the results
2 - 23
Dragging and Dropping

You can drag column headings
left / right or into the discard bin
Clicking the explorer button toggles the drag /

drop area's visibility (if this button doesn't
appear, drag and drop has been disabled)
The blue buttons are already in

the results area; the others can be
dragged into the results area
2 - 24
Work Lists
If a column heading contains a work list icon, you can click it to
populate the Work List dashboard zone with the entire column
Once populated, the Work List entries can be clicked to work on an
entry
The Work List stays populated until the user indicates they want to
overlay the work list by clicking a different columns icon
If the user clicks on the work list icon, the
rows will be moved into the work list
2 - 25
Working The List

When a user clicks on a work list entry in the dashboard, the
system will do whatever it would have done if they had clicked
on the hyperlink in the zone
This column was configured

to transfer to the usage
transaction portal
2 - 26
Starting Business Processes
Some columns can initiate a business

process. For example, clicking this
edit button starts the "edit UOM"
business process
2 - 27
Practice 2-1
(10 minutes)
In this practice, you will search for and view a device using the
360 Degree Search and View features, and adjust your Portal
Preferences for the Device portal.
During this exercise, you will use the following screens:
2 - 28
360 Search
360 View
User Preferences
Map Zones
Map Zones
Map zones display information by retrieving an XML document and merging it
into an HTML form
The HTML form is referred to as a UI map

Because a UI map can contain both HTML and JavaScript, map zones can be
visually and functionally rich
Both of these are map zones because they are
created by merging an XML document into a UI map
2 - 30
Section and Element Help

Help text can be defined at the zone level (as shown for explorer
zones)
Help text can also be defined at the section or individual field level
This icon means that
help text has been
defined in the field
behind this section's
label
Help appears after the

icon is clicked
2 - 31
Business Process Assistant (BPA) Scripts
BPA Scripts Are Everywhere

BPA scripts are used to guide a user through business
processes
Links and icons that initiate BPA scripts are ubiquitous:
A menu item can invoke a BPA script
An entry in the Favorite Links dashboard zone can invoke a
BPA script
A hyperlink in an explorer zone can invoke a BPA script
A zone header can contain a hyperlink that invokes a BPA
script
Buttons on UI maps can invoke BPA scripts
Etc.
2 - 33
2
Menus
The Menu Bar
You can toggle the menu that

appears in the menu bar by
clicking this Menu icon
Click the menu bar

to expose a menu
that provides
access to a wide
variety of
transactions
2 - 35
Note: a menu item only appears

if the user has access to the
underlying transaction
Main Menu Items
Here's a sample menu item

from the Main menu
If you click the description, a portal will
open that's used to find the object in
question
If you click the adjacent + option,

a BPA script will execute that
guides you through adding the
object in question
2 - 36
Context Menus
Click a context menu button to
expose a menu with items related
to the associated object
A sample context menu for the
device object
These menu items are context-sensitive. For

example, if you select Go To Device Configuration,
this means you want to work on one of the device's
configurations. If you select the +, this means you
want to add a new configuration for the device.
2 - 37
Practice 2-2
(10 minutes)
In this practice, you will search for and view a usage
subscription and related usage transactions using the
Work List and Current Context Dashboard zones.
During this exercise, you will use the following screens:
360 Search
360 View
Usage Transaction
2 - 38
Review Questions
2 - 39

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2

User Interface Patterns

Copyright 2010, Oracle. All rights reserved.

Your user id's home page is 360 Search

Copyright 2010, Oracle. All rights reserved.

The Anatomy Of All Pages

The action bar contains buttons that initiate database updates

The menu bar allows you to

This area containszones:

The status bar contains informational messages

Copyright 2010, Oracle. All rights reserved.

Recall that this means this

Copyright 2010, Oracle. All rights reserved.

Copyright 2010, Oracle. All rights reserved.

Copyright 2010, Oracle. All rights reserved.

360 Search - Other Query Options

Notice how the columns change

Copyright 2010, Oracle. All rights reserved.

The Dashboard Is Populated

The Current Context zone contains a summary of the

Other zones are independent of the current context

Copyright 2010, Oracle. All rights reserved.

360 View Has Separate Portals For Each Object

Copyright 2010, Oracle. All rights reserved.

Copyright 2010, Oracle. All rights reserved.

Portals Versus Fixed Pages

Fixed page: Only minor enhancements to the look and feel

This upcoming slides describe Portal pages

Copyright 2010, Oracle. All rights reserved.

Portals Have Zones

There is no limit to the number of zones that

New zones are added to a portal by updating

Copyright 2010, Oracle. All rights reserved.

Copyright 2010, Oracle. All rights reserved.

Portals May Appear On Portal Preferences

By convention, only frequently used portals

Copyright 2010, Oracle. All rights reserved.

If Users Can Override A Portal's Default Configuration

The Portal Preferences tab contains a

Zones can be suppressed,

Copyright 2010, Oracle. All rights reserved.

An indication of whether the

Dictating Portal Preferences

Users can only change portal preferences if their

Copyright 2010, Oracle. All rights reserved.

The Dashboard Is A Portal Too

The Favorite Links zone is a list of a user's favorite

Copyright 2010, Oracle. All rights reserved.

Other Dashboard Zones: FYI and Alerts Zones

The Alerts zone highlights anomalies related to the

The FYI zone highlights information related to the

Copyright 2010, Oracle. All rights reserved.

Copyright 2010, Oracle. All rights reserved.

Map zones contain information that's

Copyright 2010, Oracle. All rights reserved.

The Layout Of Explorer Zones

The title bar shows the zones title;

Click the menu button to see

The results area

The "white space" in a column's

Copyright 2010, Oracle. All rights reserved.

Other icons dynamically

The broadcast tower icon