An Introduction on BI Publisher & JD Edwards Integration

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This Document is part of BI Publisher for JD Edwards online training from Adiva Consulting Inc.

Contact info@adivaconsulting.com for more details.

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An Introduction on BI Publisher & JD Edwards Integration

  1. 1. Adiva Consulting Inc. www.adivaconsulting.com Oracle BI Publisher Online Training www.adivaconsulting.com www.adivaconsulting.com info@adivaconsulting.com
  2. 2. JD Edwards Enterprise One 9.1 & BI Publisher Integration Oracle BI Publisher Online Training www.adivaconsulting.com BI Publisher Integration
  3. 3. Oracle Business Intelligence Publisher Introduction Oracle BI Publisher is an enterprise reporting solution for authoring, managing, and delivering all your highly formatted business documents, such as operational reports, electronic funds transfer documents, government Oracle BI Publisher Online Training www.adivaconsulting.com reports, electronic funds transfer documents, government PDF forms, shipping labels, checks, sales and marketing letters, and much more www.adivaconsulting.com
  4. 4. Government Forms Order Forms Purchase Orders Labels / Bar Codes Collateral eText Business Documents… Oracle BI Publisher Online Training www.adivaconsulting.com Order Forms Invoices Operational Reports Correspondence Financial Statements Checks www.adivaconsulting.com
  5. 5. • BI Publisher enables you to extract data from multiple data sources, create layouts for report data, and publish the report to numerous output formats. • BI Publisher also enables you to schedule reports and Oracle BI Publisher Online Training www.adivaconsulting.com • BI Publisher also enables you to schedule reports and deliver the reports to multiple delivery destinations required by your business. www.adivaconsulting.com
  6. 6. Layout Templates PDF HTML Excel Power Point Flash Email Printer From Data to Destination … Oracle ,DB2, SQL Server, MySQL EBS,SAP, JDE XSL XPT Oracle BI Publisher Online Training www.adivaconsulting.com XML EDI EFT Output Formats Destinations BI Publisher CSV RTF Fax e-Commerce Repository FTP/WebDAV/HTTP Data Sources • Word • Acrobat • JDev Layout Tools • Excel • Flex • Others Web Services JDE OLAP Essbase, OBIEE Interactive www.adivaconsulting.com
  7. 7. There are three ways, JDE users can use the BI Publisher • Embedded BI Publisher Reporting • EnterpriseOne One View Reporting Oracle BI Publisher Online Training www.adivaconsulting.com • EnterpriseOne One View Reporting • Interactive BI Publisher Reporting with JD Edwards Data Access Driver
  8. 8. Embedded BI Publisher Reporting Embedded BI Publisher reporting is driven by a JD Edwards EnterpriseOne batch application (UBE) Oracle BI Publisher Online Training www.adivaconsulting.com
  9. 9. Embedded BI Publisher Reporting Continue…. •The report needs to update, insert, or delete JD Edwards EnterpriseOne data. Examples of report processes that update JD Edwards EnterpriseOne data are: Oracle BI Publisher Online Training www.adivaconsulting.com Examples of report processes that update JD Edwards EnterpriseOne data are: updating the product shipped date, advancing the sales order status, and updating the statement print date. •The report needs to perform JD Edwards EnterpriseOne business logic. Examples of business logic include: determining the correct pricing for a product, computing an employee's salary or benefits, and calculating commissions for sales staff
  10. 10. BI Publisher Reporting with JD Edwards Data Access Driver Oracle BI Publisher Online Training www.adivaconsulting.com
  11. 11. BI Publisher Reporting with JD Edwards Data Access Driver BI Publisher reporting with JD Edwards Data Access Driver should be used under the following circumstances: The requested report is not part of a standard JD Edwards EnterpriseOne business process, or the requirements for the report change over time. The Continue… Oracle BI Publisher Online Training www.adivaconsulting.com business process, or the requirements for the report change over time. The following are examples of these types of reports: •The CIO requests a list of current open Account Receivables. •A manager wants to review year-to-date budget amounts compared to actuals. •A manager requests a report showing current inventory levels. •Requests for other typical ad-hoc reports.
  12. 12. JD Edwards Enterprise one Embedded BI Publisher Oracle BI Publisher Online Training www.adivaconsulting.com
  13. 13. Creating a Embedded BI Publisher Report… Creating customized reports using BI Publisher involves these steps: Step 1 – Use Oracle’s BI Publisher Template Oracle BI Publisher Online Training www.adivaconsulting.com Step 1 – Use Oracle’s BI Publisher Template Builder, Microsoft Excel, Microsoft Word, or Adobe Acrobat to create a blank template file. In Word, this would be a blank .rtf file.
  14. 14. Creating a Embedded BI Publisher Report… Step 2 – Add an object to the JD Edwards XML Publisher Object Repository (P95600), using the template name for the object name. After clicking OK, you will be prompted to upload Oracle BI Publisher Online Training www.adivaconsulting.com After clicking OK, you will be prompted to upload the rtf file. Then you need to set the Effective dates for the template. Pick the current date/time for start, and leave the end date blank to specify no expiration.
  15. 15. Creating a Embedded BI Publisher Report… Oracle BI Publisher Online Training www.adivaconsulting.com
  16. 16. Creating a Embedded BI Publisher Report… Report Definitions Report definitions specify the information that BI Publisher requires to process and deliver output. The details in a report definition include: Oracle BI Publisher Online Training www.adivaconsulting.com The details in a report definition include: •The UBE and optional version to use as the source of data •Associated templates, transformations, and localizations •Output types •Language options •Bursting options •Delivery options
  17. 17. Creating a Embedded BI Publisher Report… Step 3 – Using a FAT client, create a report definition in the JD Edwards XML Publisher Report Definition application (P95620), associating the source batch application (UBE) Oracle BI Publisher Online Training www.adivaconsulting.com source batch application (UBE) and the template. Use Blind Submission here as an option. Name and description Source UBE that will extract the data Optionally select a version if the Report Definition is limited to one specific version
  18. 18. Creating a Embedded BI Publisher Report… Step 3 (cont) – After clicking “Next”, set the types of outputs you want to allow, and which Oracle BI Publisher Online Training www.adivaconsulting.com to allow, and which one is the default. Set the Language preference to use.
  19. 19. Creating a Embedded BI Publisher Report… Step 3 (cont) – After clicking “Next”, set the bursting and delivery options. These are actually optional, NOT required. Select whether to burst Select which field to burst on Oracle BI Publisher Online Training www.adivaconsulting.com Select which field to burst on Requires full XPath to be typed Typically want to burst based on a level break header section Printing: only supported for PDF output & PostScript printers Email: based on single email address, Addr. Book number, or by data from the report (via Xpath) Finally, click “End” to finish the RD
  20. 20. Creating a Embedded BI Publisher Report… Oracle BI Publisher Online Training www.adivaconsulting.com
  21. 21. Creating a Embedded BI Publisher Report… Step 6 – Use the XML data to design the template in the desktop application that you used to create the template (such as Word). In Word, after loading your blank document, from the BI Publisher Ribbon, “Load Data” section, click “Sample XML” to load the XML the server generated in the previous step. Oracle BI Publisher Online Training www.adivaconsulting.com to load the XML the server generated in the previous step. Proceed with template design. (*part of the next session)
  22. 22. Creating a Embedded BI Publisher Report… Oracle BI Publisher Online Training www.adivaconsulting.com
  23. 23. Creating a Embedded BI Publisher Report… Oracle BI Publisher Online Training www.adivaconsulting.com
  24. 24. BIP Embedded Output Repository www.adivaconsulting.com
  25. 25. BIP Embedded Output Repository www.adivaconsulting.com
  26. 26. BIP Embedded Output Repository Oracle BI Publisher Online Training www.adivaconsulting.com
  27. 27. Oracle BI Publisher Online Training www.adivaconsulting.com
  28. 28. Reporting Challenges in JDE • Too much data to comprehend and limited query capabilities. Example Open Invoice by Co Oracle BI Publisher Online Training www.adivaconsulting.com
  29. 29. Reporting Challenges in JDE Continue… • Dismal appearance of the existing Reports Oracle BI Publisher Online Training www.adivaconsulting.com
  30. 30. Reporting Challenges in JDE Continue… • Reporting Solution not catered for end user. Oracle BI Publisher Online Training www.adivaconsulting.com
  31. 31. Bliss for End Users Oracle BI Publisher Online Training www.adivaconsulting.com
  32. 32. JD Edwards EnterpriseOne One View Reporting •Oracle's JD Edwards EnterpriseOne One View Reporting is a real time operational reporting solution. •One View Reporting is all about delivering the right data Oracle BI Publisher Online Training www.adivaconsulting.com •One View Reporting is all about delivering the right data to the right person, right now •One View Reporting enables users to access and personalize transaction data into lists, charts, graphs and tables thus simplifying the consumption of information
  33. 33. JD Edwards EnterpriseOne One View Reporting Continue… Oracle BI Publisher Online Training www.adivaconsulting.com
  34. 34. JD Edwards EnterpriseOne One View Reporting Continue… One View Reporting Across the Enterprise Oracle BI Publisher Online Training www.adivaconsulting.com
  35. 35. JD Edwards EnterpriseOne One View Reporting Continue… One View Reporting Across the Enterprise •Total 178 Prebuilt Reports available across all the applications. User can add new custom reports based on the Oracle BI Publisher Online Training www.adivaconsulting.com •User can add new custom reports based on the requirements •These Report can be accessed through … 1. Standard Enterprise One Applications 2. Data Browser 3. Custom Enterprise Applications
  36. 36. JD Edwards EnterpriseOne One View Reporting Oracle BI Publisher Online Training Unzipping ONE View Reports Each One View Report is composed of these components: ■ A data model file. (.xdm) www.adivaconsulting.com ■ A report template file. (.xdo - This file has the same name as the data model file.) ■ The report definition for the One View Report, which is the metadata for the report and resides in JD Edwards EnterpriseOne. ■ files are stored on the BI Publisher server. For example, In Demo Check the Oracle folder in your program file. C:Program FilesOracleBI Publisher Trial EditionbiprepositoryReports
  37. 37. JD Edwards EnterpriseOne One View Reporting Oracle BI Publisher Online Training Unzipping ONE View Reports cont.. P953000 and P954000 BI Publisher Soft Coding App’s Connecting JDE and BIP ■ You must set up a BI Publisher soft coding record in order to establish a www.adivaconsulting.com ■ You must set up a BI Publisher soft coding record in order to establish a connection from the HTML server to the BI Publisher server. ■ When a user logs into a particular environment in JD Edwards EnterpriseOne, the system uses the soft coding record for the login environment and user credentials to look up the soft coding record. Example: Assuming it is BI Publisher server BIP_A, then if the user creates a report, the report will be stored on the BIP_A server. If the user then runs a report, the system will connect to the BIP_A server to run the report.
  38. 38. JD Edwards EnterpriseOne One View Reporting Oracle BI Publisher Online Training Unzipping ONE View Reports cont.. GH9098 One View Reporting Feature Authorizations User permissions on One View Report ■ JDE_NOONEVIEW : access to One View. www.adivaconsulting.com ■ JDE_NOONEVIEW : access to One View. ■ JDE_RUNONEVIEW: run One View Reports. ■ JDE_DESIGNONEVIEW : run, add, edit, and remove One View Reports. ■ JDE_DESIGNSHAREDONEVIEW : run, add, edit, and remove One View Report and request to promote ■ Set up a particular One View Reporting feature for individual users, roles, or *Public on different levels, such as system code, application level, form level, or *ALL Example: DataBrowse
  39. 39. JD Edwards EnterpriseOne One View Reporting Oracle BI Publisher Online Training Unzipping ONE View Reports cont.. GH9115 Working with One View ■ Working with One View Reports includes reviewing, promoting, exporting, importing, and transferring reports www.adivaconsulting.com P952400 Querying and promoting One View Reports ■ Report personal until promoted. Power user needs to promote. P982402 Installing One View Reports ■ Version ZJDE0002 to import ■ Version ZJDE0001 to export Example: We imported the following file "OneView_910_All_Reports.zip."
  40. 40. JD Edwards EnterpriseOne One View Reporting Oracle BI Publisher Online Training Unzipping ONE View Reports cont.. Points to ponder ■ Scalability Considerations : When you run a One View report, the HTML server retrieves the report data. The data is then passed to the BI Publisher server for report rendering and generation. This means that running a One www.adivaconsulting.com server for report rendering and generation. This means that running a One View report adds more load to the HTML server and the back end database. The additional load is similar to adding more query users in the system. ■ Performance Considerations: One View Reporting is an interactive solution that is not designed to retrieve tens of thousands of database records. If you need to work with a large amount of data, using either the Read Only JDBC driver or a UBE report will provide better performance.
  41. 41. JD Edwards EnterpriseOne One View Reporting Oracle BI Publisher Online Training Unzipping ONE View Reports cont.. www.adivaconsulting.com
  42. 42. One View Reporting for Customer Ledger Enquiry Application One View Icon Oracle BI Publisher Online Training www.adivaconsulting.com
  43. 43. One View Reporting for Customer Ledger Enquiry Application Oracle BI Publisher Online Training www.adivaconsulting.com
  44. 44. One View Reporting for Customer Ledger Enquiry Application Oracle BI Publisher Online Training www.adivaconsulting.com
  45. 45. One View Reporting for Customer Ledger Enquiry Application Oracle BI Publisher Online Training www.adivaconsulting.com
  46. 46. One View Reporting for Customer Ledger Enquiry Application Oracle BI Publisher Online Training www.adivaconsulting.com
  47. 47. One View Reporting for Customer Ledger Enquiry Application Oracle BI Publisher Online Training www.adivaconsulting.com
  48. 48. One View Reporting for Customer Ledger Enquiry Application Oracle BI Publisher Online Training www.adivaconsulting.com
  49. 49. Add Custom Report to One View… Oracle BI Publisher Online Training www.adivaconsulting.com
  50. 50. Add Custom Report to One View… Oracle BI Publisher Online Training www.adivaconsulting.com
  51. 51. Add Custom Report to One View… 1 2 Oracle BI Publisher Online Training www.adivaconsulting.com 2 3
  52. 52. Add Custom Report to One View… Oracle BI Publisher Online Training www.adivaconsulting.com
  53. 53. Creating Oracle BI Publisher Reports with JD Edwards Data Access Driver To implement JD Edwards EnterpriseOne reporting using the Data Access Driver with Oracle Business Intelligence (BI) Publisher •Install Oracle Business Intelligence Enterprise Edition (OBIEE) 11g. •Install the JD Edwards EnterpriseOne Data Access Driver. Oracle BI Publisher Online Training www.adivaconsulting.com •Install the JD Edwards EnterpriseOne Data Access Driver. •Register the JD Edwards EnterpriseOne Data Access Driver in Server Manager. •Configure the JDBC Driver (Data Access Driver) in Oracle BI Publisher
  54. 54. Configuring the JDBC Driver in Oracle Business Intelligence Publisher To configure the JDBC Driver in Oracle BI Publisher: Start the Oracle BI Publisher server. Sign in to Oracle BI Publisher Enterprise Console. Click the Administration tab. Oracle BI Publisher Online Training www.adivaconsulting.com Click the Administration tab. Under the Data Sources section, select JDBC Connection. The Data Sources form appears, with the JDBC tab selected. Click Add Data Source. Enter the following values on the Add Data Source form:
  55. 55. Configuring the JDBC Driver in Oracle Business Intelligence Publisher Data Sources list displays newly added data source Oracle BI Publisher Online Training www.adivaconsulting.com
  56. 56. Naming Conventions Oracle BI Publisher Online Training www.adivaconsulting.com
  57. 57. Naming Conventions Oracle BI Publisher Online Training www.adivaconsulting.com
  58. 58. BI Publisher Best Practices for best results and performance Oracle BI Publisher Online Training www.adivaconsulting.com
  59. 59. BI Publisher Best Practices for best results and performance Oracle BI Publisher Online Training www.adivaconsulting.com
  60. 60. BI Publisher Best Practices for best results and performance Oracle BI Publisher Online Training www.adivaconsulting.com
  61. 61. BI Publisher Best Practices for best results and performance Oracle BI Publisher Online Training www.adivaconsulting.com
  62. 62. BI Publisher Best Practices for best results and performance Oracle BI Publisher Online Training www.adivaconsulting.com
  63. 63. BI Publisher Best Practices for best results and performance Oracle BI Publisher Online Training www.adivaconsulting.com
  64. 64. BI Publisher Best Practices for best results and performance Oracle BI Publisher Online Training www.adivaconsulting.com
  65. 65. BI Publisher Best Practices for best results and performance Oracle BI Publisher Online Training www.adivaconsulting.com
  66. 66. BI Publisher Best Practices for best results and performance Oracle BI Publisher Online Training www.adivaconsulting.com
  67. 67. BI Publisher Best Practices for best results and performance Oracle BI Publisher Online Training www.adivaconsulting.com
  68. 68. BI Publisher Best Practices for best results and performance Oracle BI Publisher Online Training www.adivaconsulting.com
  69. 69. BI Publisher Best Practices for best results and performance Oracle BI Publisher Online Training www.adivaconsulting.com

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