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Oracle Fusion - Ready : Automatically convert your Standard Reports to Oracle BI Publisher

Subraya Yeltimar ShenoySenior DirectorE Business Applications Development

Nadia BendjedouDirector – Product Strategy Applications Technology

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

Best Practices & Common SenseMove to the Latest Applications ReleasesPrepare a Roadmap to Upgrade to Oracle Fusion ApplicationsInventory your Enterprise Assets

Rethink your Customization and Extension StrategyConsolidate your Master DataEmbrace SOA-Based IntegrationExtend your Business Intelligence Applications PortfolioAdopt Enterprise Reporting & PublishingSecure your Global EnterpriseCentralize your Applications Lifecycle Management

10 Things You Can Do Today to Prepare for Oracle Fusion Applications

11

22

33

44

55

66

77

88

99

1010

Leverage the Next Generation Technology TodayExtend the Value of Oracle Applications Unlimited

Adopt Enterprise Reporting & PublishingOracle Business Intelligence (BI) Publisher

Certified Today:

1. E-Business Suite2. PeopleSoft Enterprise3. JD Edwards EnterpriseOne4. Siebel

Crystal Reports

Actuate

Universal Batch Engine or Crystal

Oracle Reports

Oracle BI Publisher

Fusion Applications

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Agenda

• Overview of BI Publisher Architecture• E-Business Suite - Oracle Reports Migration• PeopleSoft - Crystal Reports Migration• Siebel - Actuate Reports Migration• Report Formatting : Oracle User Interface Standards

• Report Formatting : Configuration of Custom Standard Demo

• Why Migrate to BI Publisher• What Next ?• Q&A

Oracle BI Publisher Architecture

Report Output

Data

Layout

Translation

BI Publisher

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E-Business Suite – Oracle Reports Migration

E-Business Suite - Oracle Reports MigrationOracle Reports Architecture

Report Output

Reports Server

Oracle Report (RDF)

Data ModelLayout ModelParametersProgram UnitsReport Triggers

E-Business Suite - Oracle Reports MigrationMigration Architecture

Report Output

Data Template Generation

Layout Generation

Translation

BI Publisher

XDO Data Engine

XLIFF

Report Output

Data Template Generation

Layout Generation

Translation

BI Publisher

XDO Data Engine

XLIFF

E-Business Suite - Oracle Reports MigrationData Definition Template Generation

E-Business Suite - Oracle Reports Migration Data Definition Templates

• Data component that enables you to rapidly generate any kind of XML data structure against Oracle database in a scalable, efficient manner

• Consist of a list of elements that collectively define how XDO Data Engine will process the template to generate the XML.

• Basic Elements

• Data Queries

• Data Structures

• Data Triggers

• Parameters

• XDO Data Engine generate XML data output from XDO Data Definition Template

E-Business Suite - Oracle Reports Migration Data Definition Templates

Key Features• Single/Multiple data queries

• Query links

• Parameters

• Multiple data groups

• Aggregate function (SUM, AVG, MIN, MAX, COUNT).

• Formula/calculation columns.

• Event Triggers

• Flexfield support

E-Business Suite - Oracle Reports MigrationData Definition Template Generation

Oracle R

eport

Fields

Sub Reports

Report Triggers

Data Triggers

Data Structure

Data QueriesTem

plate Objects

Data Definition Template and supporting

packages

Program Units

Parameters

Data Source

Report Conversion – Oracle ReportsLayout Template Generation

Report Output

Data Template Generation

Layout Generation

Translation

BI Publisher

XDO Data Engine

XLIFF

E-Business Suite - Oracle Reports MigrationLayout Templates

A Layout Template is a layout definition of how a report or business document should look and feel without the actual data.

Templates need to be correlated with an XML data source - the fields that are embedded within the template need to associated with a data element

PDF, RTF and XSL templates are supported

Some Key Features of RTF Layout Template• Microsoft Word Formatting Support like Page breaks – break on groups,

Page Numbering, Alignment, Static and Dynamic TOC

• Data Reporting Support like Sorting and Conditional Formatting

• Form Field Support

• Table Support

• Advanced Design Options like XSL/FO Elements, SQL-Like Functions

E-Business Suite - Oracle Reports Migration

Oracle Report

Layout Template

RDF

E-Business Suite - Oracle Reports Migration Sample Report Examples

E-Business Suite - Oracle Reports Migration Sample Report Examples

E-Business Suite - Oracle Reports Migration Sample Report Examples

E-Business suite - Oracle Reports Migration Post Migration – Manual Steps

• Formula Fields based on Summary Fields• Non-standard User-Exits• Fine Tune the Layout• Resolve element dependency• Map User Parameters configured through report triggers• Break Orders

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PeopleSoft – Crystal Reports Migration

PeopleSoft - Crystal Reports Migration Crystal Reports Architecture

Report Output

Crystal Reports Engine

Crystal Report (RPT)

SectionsAreasSub ReportsFormula Fields

PSQuery

PeopleSoft - Crystal Reports Migration Migration Architecture

Report Output

Layout Generation

BI Publisher

TranslationXLIFF

PS Query

People Tools BIP Integration

PeopleSoft - Crystal Reports Migration Sample Report Examples

Current ReportSample

BI PublisherReport

Current ReportSample

BI PublisherReport

PeopleSoft - Crystal Reports Migration Sample Report Examples

PeopleSoft - Crystal Reports Migration Manual Tasks

• OLE Objects / Lines and Images• Fine tune the Layout• Dynamic Fields in Page Headers and Footers

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Siebel – Actuate Reports Migration

Siebel - Actuate Reports MigrationActuate Reports Architecture

Report Output

Actuate iServer

Report Object Library (ROL)

Report Design file (ROD)

Report Parameter (ROV)

Actuate Basic code (BAS)

Actuate Report

Report Object Instance (ROI)

Report Executable (ROX)

Siebel - Actuate Reports MigrationMigration Architecture

Report Output

Integration Object Generation

Actuate Layout Generation

BI Publisher

TranslationXLIFF

XDO Adapter Service

Siebel - Actuate Reports MigrationSample Report Examples

Siebel - Actuate Reports MigrationSample Report Example

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Reports Formatting: Oracle User Interface Standards

Report Formatting – Oracle UI StandardsWhy use Standards?

• Usability : Oracle Applications users expect reports that are accurate, thorough and easy to read

• Consistency : A user who is already familiar with other Oracle Applications reports should be able to understand a novel reportquickly, without relearning report reading skills

Report Formatting – Oracle UI Standards Report Parameters

Report Formatting – Oracle UI Standards Headers

Report Formatting – Oracle UI Standards Report Parameters

Report Formatting – Oracle UI Standards Data

Report Formatting – Oracle UI Standards End of Report

Report Formatting – Oracle UI Standards Data Formatting

• Numbers• Number Formatting Function• Leading Zeros• Use of the Radix Character • Alignment of Radix• Negative Numbers • Unit of Measure • Currency Formatting & Currency Codes • Single-Multi Currency Reports

• Dates• Extract dates in XSD format• Use format-date function

D E M O N S T R A T I O N

Report Formatting : Configuration of Custom Standard

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Why Migrate to Oracle BI Publisher?

Why Migrate to BI Publisher ?Protect the existing investment

• Preserve the investment made on current reporting technology

• Continue to derive value from past investment on existing design and development

Extend the existing investment • Capability to support constantly changing reporting needs

(both statutory requirements and internal needs)• Significant reduction in cost of maintenance as

business user can make changes to layouts using BI Publisher features

Evolve to next generation applications• Capitalize on next generation technology• Standardize on to a single reporting platform

across the organization• Path towards Fusion Reporting Technology

•Note : Current reporting technology in respective product line still exist as per Application Unlimited program. BI Publisher is one of the reporting technology option as Part of ‘Path to Fusion’.

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What Next ..?

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Q&A Meet the Experts Session : Migrating your Reports to BI Publisher Automatically. Location : Moscone West - Overlook Space 2Date / Time : November 14, 2007 at 4:00 pm – 5:30 pm

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Interested in Forms / OAF Migration to ADF ? Session Title : E Business Suite - User Interface Migration Tool Set Location : Moscone West – 2014 – L2Date / Time : November 15, 2007 at 8:30 am

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