Bi Publisher for Apps 133560
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Transcript of Bi Publisher for Apps 133560
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.
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Program Agenda
• Overview of BI Publisher • BI Publisher in Oracle Applications • Mastercard Success Story• Application integrations with BI Publisher
– Siebel CRM– JD Edwards Enterprise– JD Edwards World– PeopleSoft– E-Business Suite
• E- Business Suite Implemented at MasterCard • Appendix
Refresher?
How many ….
- Siebel?- JD Edwards (World or EnterpriseOne)?- Peoplesoft?- E-Business Suite?
Government Forms
Order Forms
Invoices
Operational Reports
Correspondence
Financial Statements
Checks
Purchase Orders
Labels / Bar Codes
Collateral
eText
Overview of BI Publisher
Integrated Out-of-the-Box with All Oracle Applications
Templates
LayoutsOracle
Applications
CRM
ESA
FMS
HCM
SCM
Output FormatsData Sources
Any RelationalData Base
PDFRTF
Business User
PublishingEngine
• Email• Printer• Fax
HTMLExcel
Letters
FundTransfers
OnlinePaychecks
OrderConfirmations
Bills GovernmentGrant Forms
EDIXML
Oracle BI PublisherOracle Standard Enterprise Reporting Platform
Destination
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Program Agenda
• Overview of BI Publisher • BI Publisher in Oracle Applications• Mastercard Success Story• Application integrations with BI Publisher
– Siebel CRM– JD Edwards Enterprise– JD Edwards World– PeopleSoft– E-Business Suite
• E- Business Suite Implemented at MasterCard • Appendix
• Oracle E-Business Suite• In 11i -- 500 templates
In R12.1 -- ALL reports are BI Publisher: 2724 templates and 2092 data sources or data templates across 95 productsOracle Reports to Publisher Conversion Assistant
• PeopleSoft• Integrated into 8.48• Products shipping content in R9
• Financials HCM SCM• Grants CRM Student Admin
• Siebel CRM• Integrated in 8.1.1 119 reports OOTB • Actuate to Publisher Conversion Assistant
BI Publisher in Oracle Applications Limited Use License
• J.D. Edwards Enterprise One• Integrated into 8.96• Allow customers to develop their own templates• Subsequent releases will add Apps content
JD Edwards EnterpriseOne JDBC driver
• J.D. Edwards World• Integrated in A9.1
Produce XML that can be used as input to BI PublisherAutomated integration in newly released A9.2JD Edwards World JDBC Driver
BI Publisher in Oracle Applications Limited Use License
BI Publisher in 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 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• Oracle Application Express (APEX)• Enterprise Manager - Configuration Change Console
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Program Agenda
• Overview of BI Publisher • BI Publisher in Oracle Applications • Mastercard Success Story• Application integrations with BI Publisher
– Siebel CRM– JD Edwards Enterprise– JD Edwards World– PeopleSoft– E-Business Suite
• E- Business Suite Implemented at MasterCard • Appendix
MasterCard Worldwide
Requirements• Vendor Country Terms
and Conditions• Send PO by Email or FaxImplementation• RTF templates designed by
Business Analysts• Mutli-Language T&Cs
handled via Sub template• 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
Challenges• 90 days and 3 people
(incl. 3rd party vendor) to implement POs
• 50 Operating Units
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Program Agenda
• Overview of BI Publisher • BI Publisher in Oracle Applications • Mastercard Success Story• Application integrations with BI Publisher
– Siebel CRM– JD Edwards Enterprise– JD Edwards World– PeopleSoft– E-Business Suite
• E- Business Suite Implemented at MasterCard • Appendix
Actuate Report Development vs BI Publisher Report Development
1. Generate Report Object Library
2. Create report in Actuate
3. Compile report
4. Stop report server
5. Deploy report executable
6. Associate report with View and Deploy SRF
Actuate (Developer)
1. Generate sample XML data
2. Create report layout
Compile Report
Stop report server
3. Upload template
4. Associate with a View
BI Publisher (End User)
Siebel – Steps for creating BI Publisher Report
Generate XML Data
Create Template
Upload Template
Associate report with a View
Siebel – Steps for creating BI Publisher Report
Generate XML Data
Create Template
Upload Template
Associate report with a View
Without having to restart the application, you can test your report
Actuate Reports Conversion Assistant
• Command line utility that converts the Actuate layout design into BI Publisher layout design.
• Actuate report layout convertor (from .ROD to .RTF)
• Available to BI Publisher customers at no additional charge
• Available via patch number 8968224
What’s new with Siebel 8.1.1.1 Fix Pack
• Integration with BI Publisher Scheduling• Parametized reporting (parameters can be entered when running a
report)• Embedded reports server views into Siebel
– More features for embedded reports coming in 8.1.1.2• Sample of Publisher reports provided out of the box
• Accounts:• Account List• Account Service Profile• Enterprise Selling Plan – Overview
• Contacts:• Contact List• Contacts By Opportunity• Alphabetic Phone List
• Opportunities:• Opportunity List• Opportunities By Sales Rep• Pipeline Report By Sales Rep
For More Information on Siebel
• Siebel Reporting Migration Guide for Reports Developers (Document 764191.1)
DATE TIME SESSION DESCRIPTION
10/14/09(Wednesday)
1:45pm –2:15pm
S310889 Creating Custom Siebel Reports, Using Oracle Business Intelligence Publisher
10/15/09(Thursday)
1:30pm –2:30pm
S311851 Converting Your Siebel Report Solution from Actuate to Oracle Business Intelligence Publisher
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Program Agenda
• Overview of BI Publisher • BI Publisher in Oracle Applications • Mastercard Success Story• Application integrations with BI Publisher
– Siebel CRM– JD Edwards Enterprise– JD Edwards World– PeopleSoft– E-Business Suite
• E- Business Suite Implemented at MasterCard • Appendix
Embedded BI Publisher for JD EnterpriseOne vs BI Publisher Standalone/JD Edwards EnterpriseOne
BI Publisher is available to JD Edwards EnterpriseOne users in two ways:
• Embedded BI Publisher for JDE1– Need to produce content rich reports that are part of
the existing business process
• Oracle BI Publisher Standalone with JDE1– Need to empower business users to develop and
execute user driven reports
Embedded BI Publisher8.98.1 adds capability to save output to a file system
Extract Transform
UBEXSL
Report Definition
Publish
XML Repository
XML
EDI
EFT
Printer
RTF
HTML
Excel
Distribute
BI Publisher
File System
New capability
Layout Templates
XML
EDI
EFT
Output Formats Destinations
BI Publisher
HTML
Excel
PowerPoint
CSV
Flash
RTF
Printer
Fax
e-Commerce
Repository• Word• Acrobat• JDev
Layout Tools
• Excel• Flex• Others
Oracle BI Publisher Standalone with JD Edwards EnterpriseOne
XSL
JDE EnterpriseOne
JDBC Driver
For More Information on JD Edwards EnterpriseOne
On MetaLink Search for 789074.1
DATE TIME SESSION DESCRIPTION
10/14/09(Wednesday)
5:00pm –6:00pm
S311667 Modernize EnterpriseOne Reports with Embedded Oracle BI Publisher
10/15/09(Thursday)
1:30pm –2:30pm
S311666 Empower JD Edwards Users with Oracle BI Publisher for Ad Hoc Reporting
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Program Agenda
• Overview of BI Publisher • BI Publisher in Oracle Applications • Mastercard Success Story• Application integrations with BI Publisher
– Siebel CRM– JD Edwards Enterprise– JD Edwards World– PeopleSoft– E-Business Suite
• E- Business Suite Implemented at MasterCard • Appendix
JD Edwards World release A9.1 or A9.2
.XML
•Use the “Export” feature to create data in XML
•A9.2 will automatically generates a nice BI Publisher report
•A9.2 calls BI Publisher APIs
Export / Electronic Document Distribution
BI Publisher
Layout Templates
XML
EDI
EFT
Output Formats Destinations
BI Publisher
HTML
Excel
PowerPoint
CSV
Flash
RTF
Printer
Fax
e-Commerce
Repository• Word• Acrobat• JDev
Layout Tools
• Excel• Flex• Others
Oracle BI Publisher Standalone with JD Edwards World
XSL
JDE World
JDBC Driver
For More Information on JD Edwards World
On MetaLink Search for 789078.1
The JD Edwards World JDBC Driver is downloadable from Metalink’s Update Center.
DATE TIME SESSION DESCRIPTION
10/13/09(Tuesday)
5:30pm –6:30pm
S311670 Report Distribution for JD Edwards World
10/15/09(Thursday)
10:30am –11:30am
S311670 Report Distribution for JD Edwards World
10/15/09(Thursday)
1:30pm –2:30pm
S311666 Empower JD Edwards Users with Oracle BI Publisher for Ad Hoc Reporting
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Program Agenda
• Overview of BI Publisher • BI Publisher in Oracle Applications • Mastercard Success Story• Application integrations with BI Publisher
– Siebel CRM– JD Edwards Enterprise– JD Edwards World– PeopleSoft– E-Business Suite
• E- Business Suite Implemented at MasterCard • Appendix
Peoplesoft – Generate XML Data
XML data can be generated using any means including PS Query, SQR, Application Engine, PeopleCode, File Layout and so forth.
Peoplesoft – Generate XML Data
XML data can be generated using any means including PS Query, SQR, Application Engine, PeopleCode, File Layout and so forth.
Peoplesoft – 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.
New BI Publisher Features with PeopleTools 8.50
• PDF Full Path Mapping• Descriptive Report Names• Support for Email• Alternative XML Preview• XDO Properties Configuration• Iterative Template Design
For more information
• Release Notes for PeopleSoft Enterprise PeopleTools 8.50
• Enterprise PeopleTools 8.50 PeopleBook: XML Publisher for PeopleSoft Enterprise
DATE TIME SESSION DESCRIPTION
10/13/09(Tuesday)
4:00pm –5:00pm
S307705 Which Peoplesoft Reporting Tool Best Fits Your Needs?
10/14/09(Wednesday)
1:45pm –2:15pm
S308767 Innovations Using Oracle XML Publisher
10/15/09(Thursday)
9:00am –10:00am
S308258 PeopleSoft PeopleTools 8.50 Highlights: Reporting and Business Intelligence
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Program Agenda
• Overview of BI Publisher • BI Publisher in Oracle Applications • Mastercard Success Story• Application integrations with BI Publisher
– Siebel CRM– JD Edwards Enterprise– JD Edwards World– PeopleSoft– E-Business Suite
• E- Business Suite Implemented at MasterCard • Appendix
E-Business Suite
Release 12 and 12.1
– HRMS using many governmentforms 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
Fax Your Documents through RightFax Server
• Deliver faxes directly from the BI Publisher Delivery Manager to any fax destination and query the status of the job using RightFax 9.3 or above.
• Implemented by the Oracle Collections team for the Strategy Dunning Program.
• Blog article– http://blogs.oracle.com/xmlpublisher/2009/07/now_fax_your_
documents_through_1.html
For more information
DATE TIME SESSION DESCRIPTION
10/14/09(Wednesday)
11:45am –12:45pm
S311166 Smart Reporting in Oracle Financials Release 12.1
10/15/09(Thursday)
10:30am –11:30am
S308925 Improve Insight into Contracts with Oracle Business Intelligence Publisher
10/15/09(Thursday)
12:00pm –1:00pm
S310633 Round Out Your HRMS Solution and Empower Your Employees
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Program Agenda
• Overview of BI Publisher • BI Publisher in Oracle Applications • Mastercard Success Story• Application integrations with BI Publisher
– Siebel CRM– JD Edwards Enterprise– JD Edwards World– PeopleSoft– E-Business Suite
• E- Business Suite Implemented at MasterCard• Appendix
Oracle EBS at MasterCard – A Snapshot
• Oracle EBS implemented in year 2000• A wide range of modules to handle various business processes
like Purchasing, iProcurment, AP, iExpenses, AR, FA, Treasury,CM, GL and Projects suite
14 Modules80 Set of Books50 Operating unitsMRC with Single Chart of Accounts
• Reporting tools include BI Publisher & Discoverer• Single Global instance supporting all MasterCard offices
worldwide• Current version Oracle EBS 11.5.10 XML Publisher 5.6.2
MasterCard Agenda
• BI Publisher at MasterCard• BI Publisher implementation in EBS – A quick overview• BI Publisher – Is this the Business Analyst’s tool for all
reporting requirements?• BI Publisher – How it is relevant to Business users• BI Publisher – Tips & Tricks• Q & A
BI Publisher at MasterCard
• It all started with Oracle Open World 2006• A new tool in the hands of Business Analysts• Some of the reports created• Purchase Order – a major win• Ready for Report Manager & Release 12• Challenges during implementation
Business Analyst’s Tool
Report Development:
Prior to BI PublisherWith BI Publisher
Data Extraction Report Designer Report Designer Layout/Formatting Report Designer BI Publisher
Business AnalystIT Developers
Ready for Report Manager & Release 12
1. Client ADI getting replaced with WebADI and Report Manager in R12
2. Report Manager needed for FSG in Excel and Standard reports from Self Service
3. BI Publisher Prerequisite Report Manager
Challenges during implementation
PO implementation –– Seeded template XSL-FO which cannot be used in Template Builder– Seed file does not contain all the fields; need to generate in-house
source file– Displaying Attachments & Special Info – White paper 748259.1
IT concerns on report development
BI Publisher implementation in EBS –Quick Overview
Pre-reqInstall Template builder for MS Word plug in
• Generate XML source file for the concurrent program
• Design the format in Template builder• Create a Data definition and attach Template file
via XML Publisher Administrator • Assign the template to Concurrent Program
• Generate the output in new format from Concurrent Manager
BI Publisher – Is this the Business Analyst’s tool for all reporting requirements
• Report formatting tool for both Business Analysts and IT Developers
• IT Development still needed for building new queries or adding new fields to existing queries
• Other areas of caution (for Business Analysts)– Reports based on Java programs, Spawned Programs,
Stored procedures
BI Publisher – Relevance to Business users
• IT Cost Reduction • Quick turnaround (PO 3 months to 3 days)
• Report in different formats (examples below)PDF:– Procurement Card Reconciliation Report– Travel Expenses ReportForms:– Purchase Order– AR InvoicesExcel:– Account Analysis– FSGs (via Report Manager)
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Program Agenda
• Overview of BI Publisher • BI Publisher in Oracle Applications • Mastercard Success Story• Application integrations with BI Publisher
– Siebel CRM– JD Edwards Enterprise– JD Edwards World– PeopleSoft– E-Business Suite
• E- Business Suite Implemented at MasterCard • Appendix
For More Information
• Publisher Home Pagehttp://www.oracle.com/technology/products/xml-publisher/index.html
• Publisher Demo Cataloghttp://www.oracle.com/technology/products/xml-publisher/demoshelf/Shelf.html
• Publisher Bloghttp://blogs.oracle.com/xmlpublisher/
• Publisher Forumhttp://forums.oracle.com/forums/forum.jspa?forumID=245
• Converting Crystal Reports to Oracle BI Publisherhttp://download.oracle.com/otndocs/xmlp/CrystaltoBIP.pdf
For More Information
http://search.oracle.com
orhttp://www.oracle.com/technology/products/xml-publisher
BI Publisher