1 Copyright © 2011, Oracle and/or its affiliates. All ...€¦ · • What Are the Reporting...


Oracle Business Intelligence Publisher: The Reporting Platform for Oracle Applications Leslie Studdard, Oracle Corporation


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.


Who is here today? How Many use ……

- Siebel? - JD Edwards (World or EnterpriseOne)? - PeopleSoft Enterprise? - E-Business Suite?


Program Agenda

• What Are the Reporting Challenges? • What Are the Benefits of BI Publisher? • How Do I Build a Template? • How Can I Use It with My Application? • What Does BI Publisher Enterprise Offer? • Questions & Answers


Program Agenda

• What Are the Reporting Challenges? • What Are the Benefits of BI Publisher? • How Do I Build a Template? • How Can I Use It with My Application? • What Does BI Publisher Standalone Offer? • Questions & Answers


Reporting Challenges

• High Fidelity Reports • Partner Reports • Financial Statements • Government forms • Marketing materials • Contracts • Checks, Labels • XML • EFT / EDI • Multiple destinations

Requirements Are Diverse

Reports

Checks

Labels

Invoices

XML / EFT / EDI Destinations



• Multiple reporting solutions • Highly-skilled engineers

required to maintain servers and report formats

Costly Time consuming Complex systems Expensive maintenance Labor intensive

Complex Infrastructure Check Print Server

Payment Server

Invoice Server

Report Formatter

Reports

Label Manager

Labels

Delivery Server

Checks

XML / EFT / EDI

Invoices

Destinations


Reporting Challenges Difficult to Maintain Report Files

Data logic Layout

Translation

• 1 Query • 10 Layouts • 10 Translations

High development cost

Combined query, layout, and translation

High customization cost Difficult upgrade

= 100 report files



Many Iterations

Layout, font, margin etc.

Report Requirements

Report files Report Output

Slow Development



• Diverse Layout and Output Requirements • Complex Systems to Manage • Maintenance of Report Files • Slow Development Process

Summary


Program Agenda



Simplified Report Maintenance Separate Data Logic, Layout, and Translation Benefits

• Greater flexibility and reuse • Fewer reports are easier to maintain • Optimize data extraction and document generation process

Report output

Data Logic

Layout

Translation BI Publisher


Better Managed: Gallup

Challenges: • Cumbersome report repository • Duplicate reports with minor

layout changes and multiple translations

Requirements • Event Docs: Surveys, Name

Tags, Certificates

Results • 200 Crystal reports to 30 Publisher

reports (85% reduction)


Faster Development

Report Outputs

XML

Layouts

• Business users create layouts with familiar desktop tools

• IT builds data model

Multiple Data Sources


MasterCard Worldwide:

Challenges • 90 days and 3 people (incl. 3rd party

vendor) to implement POs • 50 Operating Units

Requirements • Vendor Country Terms and Conditions • Send PO by Email or Fax Results • RTF templates designed by Business

Analysts • End-to-End process using Out of the

Box functionality • 3 days and 1 person to implement POs • 12x faster w/ 1/3 fewer people

Faster and Easier Development


One Solution from Data to Destination

Integrated Out-of-the-Box with All Oracle Applications

Templates

Layouts Oracle

Applications

CRM

ESA

FMS

HCM

SCM

Output Formats Data Sources

Any Relational Data Base

PDF

RTF

Publishing

Engine • Email • Printer • Fax • File

HTML

Excel

Letters

Fund Transfers

Online Paychecks

Order Confirmations

Bills Government Grant Forms

EDI

XML

Destination

Translations


BI Publisher in Oracle Applications Limited Use License

Applications Unlimited Product First Available in Oracle E-Business Suite Release 11.5.10

PeopleSoft Enterprise PeopleTools 8.48

JD Edwards EnterpriseOne Tools Release 8.96

JD Edwards World Release A7.3

Oracle Siebel Release 8.1.1


BI Publisher with Many Oracle Products • Oracle Identity Management

• Oracle Life Sciences AERS

• Oracle Life Sciences Data Hub

• Oracle FLEXCUBE Universal Banking

• i-Flex FLEXCUBE Retail

• Oracle FLEXCUBE Direct Banking

• Oracle Reveleus

• Oracle Mantas

• Agile Product Lifecycle Management for Process

• Agile Product Lifecycle Management

• Oracle Hyperion Planning

• Oracle Hyperion Financial Management

• Oracle Application Express (APEX)

• Oracle SOA Governance

• Oracle Retail

• Oracle Global Risk & Compliance

• iFlex FLEXCUBE – IFLEX Reinsurance

• Oracle FLEXCUBE Lending and Leasing

• Oracle Communications Applications

• Oracle Transportation Management

• Oracle Insurance Insbridge Rating and Underwriting

• Enterprise Manager - Configuration Change Console

• Oracle Primavera Enterprise Project Portfolio Management


Enhanced Reporting Solution

• BI Publisher Development – Easier to develop and deploy – Save money / time on development

and maintenance • Richer Functionality

– End users can create their own layouts

– End user chooses output format (PDF, RTF, Excel, HTML, MHTML)

– Report against multiple data sources

Integration with BI Publisher – Key Benefits • Oracle’s strategic enterprise

reporting tool – Based on industry standards

(XLIFF, XML) – Integrated in Oracle products

• Improved Support – Single vendor

• Reduced TCO – Development, deployment,

administration, upgrade


Government Forms

Invoices

Operational Reports

Correspondence

Financial Statements

Checks

Purchase Orders

Interactive Reports

EFT & EDI

Shipping Labels

BI Publisher … For All Your Reports


Program Agenda



Report Layout Design Performed in Common Document Design Tools


Template Design Tools Template Builder for Microsoft Word Add-in

Load Data Insert Components Validate Preview


Template Design Tools Adobe Acrobat Professional

• Create and run a PDF template

• Assign Same Name From Element in Data to PDF Form Fields


Desktop Template Viewer

• BI Publisher Desktop includes the BI Publisher engine

• Test your templates from your desktop using sample data


Demonstration

• Create and run an RTF template – Requires Microsoft Word – BI Publisher ‘s Template Builder for Word Add-in – Sample Data from your report

• Create and run a PDF template – Requires Adobe Acrobat Professional – Sample Data from your report – BI Publisher’s Template Viewer to test on your desktop

(optional)


Program Agenda



JD Edwards EnterpriseOne

• How Is It Integrated? • How Do I Use It? • Where Can I Get More Information?


JD Edwards EnterpriseOne Releases Limited Use License • First embedded in Tools Release 8.96

– Enables customers to develop their own templates

• Tools Release 8.98 introduced JD Edwards EnterpriseOne JDBC Driver to connect to BI Publisher standalone server (Interactive Reporting)


Embedded BI Publisher

Extract Transform

UBE XSL

Report Definition

Publish

XML Repository

XML

EDI

EFT

Email

Printer

PDF

RTF

HTML

Excel

Distribute

BI

Publisher

File System

Available in 8.98.1


Interactive Reporting with BI Publisher

Layout Templates

XML

EDI

EFT

Output Formats Destinations

BI Publisher

PDF

HTML

Excel

PowerPoint

CSV

Flash

RTF

Email

Printer

Fax

e-Commerce

Repository

Layout Tools

XSL

JDBC Driver

• Word

• Acrobat

• JDev

• Excel

• Flex

• Others

JDE EnterpriseOne

Requires Tools 8.98


When to Use Embedded or Interactive

Embedded • An event in JDE E1

triggers the report • Need to update data

in the database • Data manipulation • No user action

8.98 Tools Single BIP Solution, Different Use Cases

Interactive • An event outside of JDE E1

triggers the report • Read-only data • Minimal data manipulation • On demand


Embedded Setup and Report Process

Upload blank RTF

template to the XML

Publisher Object Repository

Create a Report Definition

To associate the UBE

With the template

Install BI Publisher Desktop

SETUP USER PROCESS

Submit the report to

Generate the XML data

Download data and

Design RTF template

Run UBE to generate

BIP Report

Upload Final Template


Interactive Reporting Implementation Steps • Install BI Publisher Enterprise • Install and Configure Data Access (JDBC) Driver • Install BI Publisher Desktop Components


Interactive Reporting Report Creation

• Log in through BI Publisher • Write a Query in BI Publisher and Generate the Data • Create Report Template and Upload to BIP* • Run Your Report in BI Publisher

*11g supports online layout editor (8.98.4)

BI Publisher Connects to E1 as Data Source

BI Publisher

JDBC Driver HTML


More Info Here at OOW

What Where When

8009: Operational Reporting with BIP and JDE: Success Story

Moscone West L3, Room 3008

Tues 10:15 – 11:15 pm

15308: Simplify Your JD Edwards Reporting with BI Publisher

St Francis – St Francis Suite East

Wed 1:15 – 2:15 pm

21406: Hands-On Lab Session 1 Hands-On Lab Session 2

Marriott Marquis - Nob Hill AB

Thurs 10:30-11:30 pm 12:00 – 1:00 pm


For More Information

Start Here: www.support.oracle.com Search for Article ID: 789074.1 BI Publisher for JD Edwards EnterpriseOne

JD Edwards EnterpriseOne


JD Edwards World

• How Is It Integrated? • What Are the Features? • Where Can I Get More Information?


How Is It Integrated (A9.2)

• Uses Data Output from World Writer and DREAM Writer • Combines that data with your report template • EDD contains the BI Publisher APIs

– No installation of BI Publisher is needed

• What’s new: – More programs have been enabled for EDD – Java EDD for 11g with World A9.2 Update 1

Electronic Document Delivery is BI Publisher Gateway


Integration in A7.3 and A8.1

• Write a Query in BI Publisher to Generate the Data – The JDBC Driver enforces World security

• Create Report Template and Upload to BIP* • Run Your Report in BI Publisher

Use BI Publisher to Connect to World as Data Source

BI Publisher

JDBC Driver HTML

*JDBC Driver 2.2 available in A9.2.1 to connect to 11g World


JD Edwards World Release A9.2

• More DREAM Writer reports – MPS Planning Report -- Supplier Schedule Print – Invoices -- Purchase Orders – Quote Request

• FASTR and STAR reports • Sample Templates for BI Publisher reports are available

for users to begin working with

Expanded Integration


Sample Templates Provided JD Edwards World



Start Here: www.support.oracle.com Search for Article ID: 789078.1 BI Publisher for JD Edwards World

JD Edwards World


PeopleSoft Enterprise

• How Is It Integrated? • How Do I Use It? • What Are the Features? • Where Can I Get More Information?


How Is It Integrated?

• PeopleSoft Pure Internet Architecture pages for: – Defining data sources – Creating report definitions – Managing templates – Managing translations – Viewing report output


How Do I Use It?

1. Create and Register a Data Source 2. Generate Sample XML 3. Design Template 4. Create Report Definition 5. Run Report


Create Data Source and Generate XML Data

XML data can generated using a variety of means, including: PS Query, SQR, Application Engine, PeopleCode, or File Layout


Design Your Layout

Load the sample XML data to the Template Builder to design the report layout.


Create the Report Definition

Report definitions are used to:

• Associate a data source with a template.

• Define output options.

• Grant security to view report.

• Define bursting options.


Run report via: •Query Report View •Query Report Scheduler •Online PeopleCode •Batch PeopleCode

Run Your BI Publisher Report



Start Here: www.support.oracle.com Search for Article ID: 1127534.1 Oracle's PeopleTools 8.51 Documentation Home Page

PeopleSoft Enterprise

Also see: Enterprise PeopleTools 8.51 PeopleBook: XML Publisher for PeopleSoft Enterprise


More Info Here at OOW

What Where When

14002: Mastering PeopleSoft's Reporting Tools

Moscone West 2024 Thurs 10:30 – 11:30 pm

Demo Booth: PeopleSoft PeopleTools

Moscone West # W074 Mon - Thurs


E-Business Suite

• How Is It Integrated? • How Do I Use It? • What Are the Features? • Where Can I Get More Information?


E-Business Suite Releases Limited Use License • First Embedded Version Delivered with 11.5.10*

– 500 Templates delivered across products – Mostly Built on Oracle Reports

• In Release 12.1 All Reports Are BI Publisher – 2800 Templates – 2092 Data Sources – Across 95 Products

* Available as a patch for earlier versions


E-Business Suite

• HRMS using many government forms from all around the world

• Payments utilizing Publisher for Banking and Credit Card payment processing

• Financial Applications has consolidated many data sources and providing multiple templates

• Oracle Reports to BI Publisher Conversion Assistant

Release 12 Highlights


Release 12.1.3 Highlights

• Reports can be automatically e-mailed, faxed, sent to an IPP Printer, or delivered using FTP or SFTP

• Set up IPP in the System Administration Interface for Print and Fax • For e-mail, Use Profile Options

– FND: SMTP Host FND: SMTP Port

– to set hostname and port of mail host • FTP/SFTP Defined at submission

Integration with BI Publisher Delivery Manager!


System Admin Create Delivery Option IPP Printer or Fax

1. Install CUPS 2. Set up your printer

within CUPS 3. Complete Create

Delivery Option form 4. For Fax, select

Support Fax


E-Business Suite Setup and Process

Load files to Template Manager

Define concurrent program

using the data engine executable

Choose concurrent

program via

SRS forms

Select parameter

values Output document

generated

Create Data and Layout

Template Files

DEVELOPMENT SETUP USER PROCESS

Select layout, language,

and output format

Submit

Request

Output document

delivered Add concurrent program to

Request Group

Select Delivery Opts


Create Data Template

The data template tells XMLP the query to execute and the structure to return. It consists of:

• A <parameters> section in which parameters are declared in child <parameter> elements

• A <dataQuery> section in which the SQL queries are defined in child <sqlStatement> elements

• A <dataStructure> section in which the output XML structure is defined


Create Layout Template


Register Data Definition

1. Use XML Publisher Administrator responsibility

2. Create data definition 3. Load sample data and

schema if required (only PDF layouts)

4. Load data template file


Register Layout Template 1. Use XML

Publisher Administrator responsibility

2. Create template entry, assign it the Data Definition Code

3. Load template file


Define Concurrent Program and Executable

1. Use System Administrator responsibility

2. Create a concurrent program definition using the XML Publisher Data Template executable

3. The Short Name must match the Data Definition Code


Add the Program to a Request Group Security > Responsibility > Request


Run the Report User Selects the Report From a List and Clicks Options


Select Template, Language, Format, Delivery

1. User can select a different template from the LOV

2. Then a different language if available

3. Then an output format


Select Delivery Options

• Delivery Options set up in the System Administration pages

• Supports Printer, Email, Fax, FTP

• Do not select printer in previous form

Printer1


View Final Output Monitor Requests Form


Conversion Assistant

• Converts Oracle Report to BI Publisher Data Template and RTF Layout Template

Oracle Reports to BI Publisher

Oracle Reports 9i RDF-XML

Oracle Reports 9i RDF

XMLP Data Template

Supporting PL/SQL

Packages

XMLP RTF Template


Siebel CRM

• How Do I Use It? • What Are the Features? • What’s Coming?


Steps for Creating a BI Publisher Report 1. From Admin View Generate XML Data

2. Create Template

3. Upload Template

5. Associate report with a View

6. Run Report

4. Associate with Integration Object


Key Enhancements

• Security enhancements, most security & topologies possible • LDAP, ADSI, OSSO, BI Security, BI Publisher Security, SSL, Siebel Security WS

• New Parameterized reporting feature • Select records reports (parent, child, multi select row) • Template and reports sharing by position or organisation • Complete multilingual reporting solution

• Multilingual reports from a single language Application Object Manager (server component)

8.1.1.5 Fix Pack

8.1.1.5 solution also available in

8.0.0.12 and 8.2.2.


Future Enhancements

• Enhanced My Reports view • Administration reports from My Reports View

– Report usage, per user, performance statistical analysis – System Administration reports

• Report Business Service enhancements – Delivery channels, scheduling, bursting, attach to entity

• Simplified multilingual UI flow and xlf upload

8.1.1.6 - Forward


Enhanced Reports View Available in 8.1.1.6


Siebel CRM Document Strategy

Document Output

Reports Proposals Correspondence Presentations

BI Publisher Server

Siebel CRM

BI Publisher Server for all document generation

No platform dependency i.e. Windows

Single server solution preferred - TCO

Store output in UCM integration

Execute from Siebel CRM, script, WF

Run in parallel to Document Server

1 Easy migration, similar functionality

Completely Multi-lingual

Multiple output formats

Simple to develop, deploy, execute

Scalable, Performance, Failover

2

3

4

5

6

7

8

9

10


More Information at OOW

What Where When

18234: Building More-Insightful Reports with Siebel Reporting Solutions

Moscone West Room 2010

Tues 5:00 – 6:00 pm


Program Agenda



Integration with Enterprise 11g By Application

Applications Unlimited Product 11g Integration Status Oracle E-Business Suite EBS Security Available, enhanced with 11.1.1.5

PeopleSoft Enterprise Integration planned

JD Edwards EnterpriseOne JDBC driver already supports 11g (8.48.4)

JD Edwards World JDBC Driver (2.2) already supports 11g

Oracle Siebel Already uses 10g server, integration planned with 11g


What Does the Enterprise Server Offer?


Online Layout Editor

• Drag and drop report elements

• Create layouts within the BIP UI

• Supports same outputs as RTF


Interactive Reports

• Features: -- Collapsible regions so you can

focus on the data you want to see

-- Pop ups to see detail data over graphs and charts

-- Ability to select different values for repeating sections

-- Excel style Filtering and sorting in tables and pivot tables

-- Fixed Headers and Total rows with scrolling data


BI Publisher Enterprise Added Benefits

• Layout Tools – Online Layout Editor – True Excel Templates

• More Data Sources – Local Excel files; combine with corporate data – Web services, BI Analyses, LDAP, OLAP, HTTP

• Output – Interactive – Mobile


Siebel & BI Publisher 11g

• BI Publisher 11g integration • BI Publisher API’s for backward compatibility • Siebel integration with 11g - identical functionality to 10.1.3.4.1 initially • Built on WebLogic not OC4J

• 11g features:

• Siebel integration will gradually adopt new features • Accessibility improvements, online layout editor • Scheduler enhancements, improved UI


E-Business Suite 11g Integration Choose Responsibility When Logging in to BIP

• Log in using EBS credentials

• Select Responsibility; change responsibility within same session

• EBS Security Enforced

-- Multi-org support planned


E-Business Suite 11g Integration E-Business Suite Automatically Configured as Data Source

• Write queries against E-Business Suite Applications tables

• Combine with data from other sources

• Support for Flexfields and PL/SQL Event Triggers built into data model design


More BI Publisher at OOW

BI Publisher Demo Pod: Moscone South - SR-287

What Where When

32020: Building Reports and Data Models in BI Publisher 11g (HANDS ON LAB)

Marriott Marquis - Salon 5/6

Wed 1:15 – 2:15 pm

16762: Become a Reporting Superstar with BI Publisher Best Practices


Wed 5:00 – 6:00 pm

15010: BI Publisher: Anatomy of a Template


Thurs 1:30 – 2:30 pm


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Q&A

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