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Transportation & Global

Trade Product Development
Update
Jim Mooney
Vice President, Logistics Development

July 2013
 Agenda

 Release Update
 Key Functional Initiatives
 Hidden Technical Gems
 Other Topics – Security, TOIs, Survey
 Q&A

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It all started…..
 But we do
dislike the
other team…

Even if we have
no reason to…
You are almost guaranteed to see a fight…
Or possibly get
seated next to one of
these guys….
 And this winning
attitude….

Starts at a young
age….
Stay off the field, or risk being tased…
Phillies fan
charged with
intentionally
vomiting on
cop's kid

And you DEFINITELY don’t want to sit near this kid…

Better yet, perhaps a nice day at the museum…
 Release Update

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 OTM Timeline
Foundation built for success
Release 2.0 Release 2.5 Release 3.0 Release 3.5 Release 4.0 Release 5.0 Release 5.5
Settlement and Planning and Expand Transportation Sourcing First release as
Application integration to SCEM, Reporting,
content that close optimization breadth and Load configuration, ITL APIs Oracle.
the web infrastructure and Order
the loop on the full for multi-tier depth of the and workflow, Document
(industry Management
Founded business cycle. distribution product Management, Claims, Appt
standard XML). functionality, and
networks. footprint. Scheduling
security.
Enhanced
usability
Release 1.0 Release 2.1 Release 2.6 Release 3.1 Release 3.7 Release 4.5
Global data Provided Reporting and Reporting, Order Enhancements Freight Forwarding
model and enhanced status Management, and to Inventory and Brokerage,
Java code to functionality enhancements Visibility. Visibility, and Automotive Vertical Oracle
provide the related to early based on Optimization enhancements, Acquisition
Web-designed adopter operational functionality.
infrastructure. implementation feedback.
and Touring of G-Log
Optimization
requirements.

May March July August October March August November June October June June March Nov May
1999 2000 2000 2000 2000 2001 2001 2001 2002 2002 2003 2004 2005 2005 2006
 OTM Timeline
Adding pillars for depth and breadth
Release 6.0
Release 5.5 Release 5.5 CU2 Release 5.5 CU4 Fleet & Asset
Cooperative Routing, Cooperative Route Fusion Transportation
Management,
Product Name Change Execution, Intelligence,
Multi-Tier Network
& Re-Branding, Enhanced Air Dock Scheduling
Execution,
Integration with eBS, Processing, Enhancements,
Siebel Order Capture
Consolidated Tender, Simplified UI for mid- Release 5.5 CU3 Sourcing Release 5.5 CU5
Release 5.5 CU1 Integration,
Enhanced UI, Container/Equipment tier, Fusion Transportation Enhancements, Dock Scheduling, eBS Integration Phase
Scalability & Visibility, UI & Dock Scheduling Intelligence, Parcel CWT Rating, Cumulative Broadcast II,
Performance, Integration Enhancements. Dock Scheduling Rail Enhancements, Tenders, Small Parcel System
Carrier Commitment , enhancements, Enhancements, Optimization Sourcing Integration.
FF Enhancements, Enhanced Help including Container Optimization, Enhancements. Enhancements, Sourcing
RIQ with Show Routing. “Show-me” & Custom Shipment Cost Optimization FTI
Help Adjustment, Enhancements,
Merge-In-Transit ID Customer Management Service Provider
Cooperative Route Assignment Record
Execution Enhancements. Management.

May August December May January June April

2006 2006 2006 2007 2008 2008 2009
 OTM Timeline
Adding pillars for depth and breadth
Release 5.5 Release 6.1 Release 6.2 Release 6.3
CU6 GTM Mobile Apps
Dim Rate Factors GTM Fleet Management GTM
Dock Scheduling Fleet Management Load Configuration Multi-tier
Ground Schedules Mobile Communications Financials Fleet Management
UI / Usability Load Configuration FTI using ODI Ship Unit Building
Configurable Auto- Freight Payment LTL Sourcing Financials
Tendering FTI Dock Scheduling Rate Management
Service Provider Ocean Sourcing Order Management
Assignment Document Management
Settlement and Usability Parcel Tracking and Order Management
Financial Management Planning Diagnostics Freight Pay Workflow and Event
Allocation ...and more Rail Management
FTI Usability Parcel Tracking and
Cooperative Routing BI Publisher Freight Pay
Network Printing Rail
…and more Usability
…and more

September December December December

2009 2009 2010 2012
OTM 6.3
A Wealth of Innovation!

• Fleet Management  Sourcing and Rate Management

• Shipment Planning  User Experience
• Multi-tier Networks  User interface enhancements
• Ship Unit Planning  Decision Control Center and Maps
• Load Configuration  Flex Fields
• Business Intelligence  Document Management
• Execution and Financials  Technology
• Rail and Demurrage Management  Security
• Parcel Management
 Performance and Scalability
• Settlement Enhancements
 Data Management
• Workflow and Event Management
Enhancements  Mobility
 6.3 Rollups (from SIG 2012)
• Released every 4 months
• Will be able to patch against specific Rollups
• Can include more robust enhancements:
• Incremental DB additions
• Incremental XML additions
• Property / Parameter controlled enhanced functionality
• Improved upgrade experience
• Due to more focus on incremental controls – if current
• Working on reducing downtime for Rollups – if current
 6.3 Rollups (from SIG 2012)
• While we will have the ability to patch back:
• Backports of bugs will still be on an exception basis
• No backports of enhancements
• Same advice from Development: Stay Current!
• No official line on Rollup age, but similar to current approach
we will not be able to patch back too many Rollups – they age!
• Likely no longer than 1 year (match other Oracle products)
• 6.3.1 will still be largely a bug fix Rollup for forward
porting and critical bugs.
 6.3 Rollup Schedule
Rollup Target Code Freeze Dev Handover Available
Freeze
6.3.1 Jan 13, 2013 Feb 28, 2013 March 31, 2013 Apr 10, 2013
6.3.2 GA – 3 month GA – 2 month GA - 1 month < 12 months
6.3.3 GA – 3 month GA – 2 month GA - 1 month < 12 months
6.3.4 GA – 3 month GA – 2 month GA - 1 month < 12 months

We won’t hold the bus!

 OTM/GTM Lifetime Support Policy

Release End Premier End Extended End Sustaining

5.5 Nov 2010 Nov 2013 Indefinite
6.0 May 2014 Not Available Indefinite
6.1 Dec 2014 Dec 2017 Indefinite
6.2 Dec 2015 Dec 2018 Indefinite
6.3 Dec 2017 Dec 2020 Indefinite
 Key Functional Initiatives

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 In-Memory Logistics Command Center
What-If Planning & Simulations

Use Cases
 Network disruptions (e.g., closed ports)
 Freight cost changes (e.g., fuel charges)
 Service provider changes
 Network design (e.g., new cross-dock)
 Sustainability impacts
 Capacity forecasting
 Sensitivity analysis
 Optimization parameter tuning

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 Multi-Tier Networks
 New multi-tier network
optimization algorithm
– OTM automatically
discovers all network
routing options
– Improved solution
quality & performance
– E.g., unlimited number
of cross-dock / pooling
options

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 Demurrage / Detention
 Demurrage / Detention
– Extra costs for use of carrier’s equipment
– Rail cars, ocean containers, etc.

 Enhancements
– Model demurrage rules (# of free days,
cost / day, etc)
– Workflow listens for events and
creates/updates demurrage transaction
– Generate settlement and liability reports

 Benefits
– Lower transportation costs

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 Fleet Management
Enhancements
 Fleet Planning
– Slip-seating (truck shared between drivers)
– Straight-trucks & kits
– Backhaul assignment
– Get the Driver Home - opportunistic backhaul
v/s return empty
– Find “home” for order – show options on map

 Map-based Workspace
– Map embedded with Decision Control Center
– More map actions

 Business Intelligence
– Fleet specific metrics & dashboard

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 Ship Unit Optimization
 Load Configuration algorithm was extended to become a generalized
Packing Algorithm
– Used to pack ship units into equipment (existing OTM functionality)

– Now also used to pack order lines into Ship Units

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 Ship Unit Optimization
Mode Selection Example
Scenario Option 1 Option 2

• Order Release sent to OTM • Create one pallet (one ship • Create multiple ship units for
with four packaged items unit) representing the entire the order release
• Each packaged item weighs order release • Ship each ship unit individually
40lbs. via small parcel at a cost of
• Ship via LTL at a cost of $95
$22/carton
• Mode is unknown when Order
Release is created • Total small parcel cost = $88

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 Oracle Global Trade Management 6.3
Product Features by Module
Oracle Global Trade Oracle Customs
Oracle Trade Compliance
Management Management
• Global Trade Content • Trade Control Management • Customs Determination
• Upload & Maintenance • License Determination • Electronic Filings & Documents
• License Exceptions • Configurable Global Solution
• Master Trade Data • OGA, ADD, CVD Screening
• Items, Parties, & Registrations • Document/Template Determination • Customs Preparation
• Item Templates • Corporate Policy Enforcement • Virtual Shipment Consolidation
• Other Trade Controls • Unit of Measure Conversion
• Product Classification • Currency Conversion
• Duty & Tax Visibility • License Management • Basic Valuation Calculations
• OGA, ADD, CVD Visibility • License Repository
• Restricted Party Screening • License Assignment • Customs Connectivity
• License Lifecycle • Electronic Filings and Documents
• Sanction Screening • Freight Forwarder & Broker Collaboration
Platform
• Document Management
• AES Certification
• System Infrastructure • Direct Connection to AES
• Transaction Processing, Workflow,
Messaging, Business Monitor, Security, User
Management, Advanced Layout, Work
Queues…

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 Hidden Technical Gems

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 Hidden Technical Gems

 Promote to Production
 Flex Fields
 Integration Data Queues
 Agent Changes for Direct SQL
 SQL Hints for UI queries
 Scalability - Dedicated login server
 Ability to secure data queries (power data)

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 Promote to Production

• Select Objects
Create
Project
• Validate Data
Production
• Export Project
Test
Export • Modify Custom Data
Development
• Import Project
Import • Validate Data

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 Promote to Production
 Release 6.3.1
– Continue to support current approach to P2P using DB.XML
– Improve DB XML to support the following:
 Remove python dependency / Support Java
 Support for application cache refresh

 Release 6.3.2
– Flexibly identify data to be ‘promoted’, including children
– Track promotions / changes (Audit)
– Promote data to multiple environments

 Release 6.3.3
– Provide DB.XML SQL Files for all Business Objects
– Enhanced UI for Project Definition

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 Flex Field Support – Flex Columns
Flex columns Data Type
ATTRIBUTE1 .. ATTRIBUTE20 VARCHAR2(150)
ATTRIBUTE_NUMBER1 .. ATTRIBUTE_NUMBER10 NUMBER
ATTRIBUTE_DATE1 .. ATTRIBUTE_DATE10 DATE

Tables with Flex Columns

CLAIM IE_SHIPMENTSTATUS OB_SHIP_UNIT RATE_OFFERING

CONSOL INVOICE ORDER_MOVEMENT ROUTE_INSTANCE
CR_ROUTE ITEM ORDER_RELEASE SHIP_GROUP
DEVICE ITINERARY PACKAGED_ITEM SHIPMENT
DRIVER JOB POWER_UNIT SHIPMENT_STOP
EQUIPMENT LOCATION* P_BID VOUCHER
EQUIPMENT_GROUP OB_LINE QUOTE
GTM_TRANSACTION OB_ORDER_BASE RATE_GEO

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 Flex Field Support – Flex Columns

 Existing Options for Flex Field Text Entry

– Simple Text Field
– Fixed Drop List using Manager Layout

 New v6.3.2 Options for Flex Field Text Entry

– Picklist – Picklist using an OTM Object
– Droplist – Droplist using an OTM Object
– FixedDroplist - Droplist using VALID_VALUES Table
– FlexPicklist – Picklist using Custom SQL Query
– FlexDroplist – Droplist using Custom SQL Query

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 Integration Data Queues
 Feature was productized in 6.1
– Not on by default
– Controlled by properties and parameter settings
 Provides a mechanism for controlling integration flow
– Without data queues, all integrations stored in memory
– With data queues, integrations kept in a table
– You configure how many and how often to bring in
integrations
 Allows you to prioritize different messages
– Requires ‘moderately intense’ configuration
– Future enhancement area to make this less intense

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 Other Topics

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 Security in OTM – Best Practices Guide
1. Install only what is required.
2. Remove unnecessary default user accounts.
3. Enable data dictionary protection.
4. Practice the principle of least privilege.
a. Grant necessary privileges only.
b. Revoke unnecessary privileges from the PUBLIC user group.
c. Restrict permissions on run-time facilities.

5. Enforce access controls effectively and authenticate clients stringently.

6. Restrict network access.
a. Use a firewall.
b. Never poke a hole through a firewall.
c. Monitor listener activity.
d. Monitor who accesses your systems.

7. Check network IP addresses.

8. Encrypt network traffic.
9. Harden the operating system.
10. Apply all security patches and workarounds.

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 Security

 If you do nothing else…..

Change your
guest.admin
password!!
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List of 6.3 TOIs
OTM 6.3 Delta TOIs:
Document Management Functional Overview
Miscellaneous Enhancements Functional Overview
Mobile Site Functional Overview
Settlement and Accounting Functional Overview
General Execution Improvements Functional Overview
Parcel Rating Functional Overview
Rating & General Financials Improvements Functional
Overview
Rate Inquiry Improvements Functional Overview
Transportation Sourcing Functional Overview
Fusion Transportation Intelligence Functional Overview
Rail Functional Overview
Ship Unit Building Functional Overview
Demurrage Functional Overview
Tracking Events Functional Overview
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GTM 6.3 Delta TOIs:
AES Filing Functional Overview
Customs Duty, Taxes, and OGA Lookup Functional
Overview
Customs Shipment Management Functional Overview
Document Management Functional Overview
Restricted Party Screening Workbench Functional Review
License Management Functional Overview
OTM 6.3 Comprehensive TOIs:
Truckload Flow
Sourcing Comprehensive Functional Overview - Sourcing
Truckload Rates Part 1
Sourcing Comprehensive Functional Overview – Sourcing
Truckload Rates Part 2
LTL Flow
Sourcing Comprehensive Functional Overview - LTL Rates 1
Sourcing Comprehensive Functional Overview - LTL Rates 2
Sourcing Comprehensive Functional Overview - LTL Rates 3
Sourcing Comprehensive Functional Overview - LTL Rates 4
 ORACLE LOGISTICS CUSTOMER SATISFACTION SURVEY
COMPANY INFORMATION (please circle selection) Very Dissatisfied Dissatisfied Neutral/Fair Satisfied
Very
N/A
Satisfied
Which selection best describes your company? Shipper LSP Consultant Other
If you selected ‘Other’ please explain. Please indicate your overall satisfaction with Oracle
How long (years) have you used Oracle Logistics software? Logistics.

Additional Comments:
Which version of Oracle Logistics was initially deployed?
Before 5.0 5.5 6.0 6.1 6.2 6.3
Which version of Oracle Logistics is currently in production?
5.0 5.5 6.0 6.1 6.2 6.3

Which version of Oracle Logistics are you planning to upgrade to?

6.2 6.3.1 6.3.2 6.3.3 6.3.x 6.4

By when? (if applicable)

Month/Year: N/A
Very
CLIENT SATISFACTION Very Dissatisfied Dissatisfied Neutral/Fair Satisfied
Satisfied
N/A
Very
Ease of install and upgrade Very Unlikely Unlikely Neutral Likely N/A
Likely
Software Quality
Stability and reliability Please indicate your likelihood of recommending Oracle
Logistics to others?
Functional capabilities
User Interface / Usability Additional Comments:
Integration capabilities
Performance / Scalability
Error messaging & diagnostic capabilities
Value derived vs. expected from using Oracle Logistics

Documentation including Online Help

Curriculum including Transfers of Information
Oracle Logistics Base Product
Cooperative Routing
Fleet Management
Forwarding and Brokerage
Freight Settlement PARTICIPANT INFORMATION (Optional)
Logistics Inventory Name
Operational Planning
Sourcing
Transportation Intelligence Title
Global Trade Management
Trade Compliance
Oracle Customs Management Company
Additional Comments:

E-mail Address

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 Q&A

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 Question #1
 Is the product roadmap all about Rollups? Is
there a major release being planned? If so, what
is the target date?

 Rollups are just one vehicle to deliver small to medium sized

enhancements. Major releases will still be needed. The next major
release is in the planning / scoping phase, will likely be called 6.4,
and targeted for delivery in Oracle’s FY15.

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 Question #2

 Has OTM team changed their approach to

platform support?

 Not really, just formalized what we were doing before, AND trying to
align with corporate platforms for multi-application implementations.
– We have two levels – supported and certified.

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 Question #3

 Since Larry now owns an Hawaiian Island, can

we get a better (more tropical) location for next
year’s SIG?

 If the SIG customers buy up some new licenses for LCC and the
hardware to go with it, we will go to bat with Larry for a SIG on his
island!!

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 Safe Harbor Statement

 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
decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole
discretion of Oracle.

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 Q&A

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