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  • 1. BI Publisher 11g : Only good news Eng. Edelweiss Kammermann UKOUG Conference - Birmingham December 2011
  • 2. Who am I ?• Computer engineer, BI and BPM specialist with over 15 years of consulting and project management experience in Oracle technology.• Oracle University Instructor of many courses, included OBI, BPM, Warehouse Builder and ODI.• Co-founder and Vice President of Uruguayan Oracle User Group (UYOUG)• Emails: edelweisskf09@gmail.com edelweiss@forbrichcomputing.com
  • 3. Uruguay?
  • 4. Agenda• What is BI Publisher?• Report Architecture• Building a report: step by step guide• New Features version 11g (11.1.1.3)• New Features version 11g (11.1.1.5)• Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.• Conclusions
  • 5. Agenda• What is BI Publisher?• Report Architecture• Building a report: step by step guide• New Features version 11g (11.1.1.3)• New Features version 11g (11.1.1.5)• Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.• Conclusions
  • 6. What is BI Publisher?• Oracle BI Publisher is an enterprise reporting solution for authoring, managing, and delivering all types of highly formatted documents.• Combine data from multiple and different data sources• Separate the three report design components(data, layout, translation), obtaining: • Flexibility • Reduced maintenance• Provide multiple output formats• Has very user-friendly tools to create different layouts
  • 7. Install Options•As standaloneproduct• As part of OBIEE
  • 8. Agenda• What is BI Publisher?• Report Architecture• Building a report: step by step guide• New Features version 11g (11.1.1.3)• New Features version 11g (11.1.1.5)• Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.• Conclusions
  • 9. Report Architecture
  • 10. Agenda• What is BI Publisher?• Report Architecture• Building a report: step by step guide• New Features version 11g (11.1.1.3)• New Features version 11g (11.1.1.5)• Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.• Conclusions
  • 11. Building a report: step by step guide1. Create data model2. Create layout(s)3. Set Report Properties4. (optional) Add Translations
  • 12. Building a report: step by step guide1- Create data model:• Data Model defines data that is used by a report . Components: • Data Sets • Parameters • Lists of Values • Bursting • Event Triggers • Flexfields
  • 13. Building a report: step by step guide2- Create layout(s):• A layout defines how the data is presented in the report• A report can include multiple layouts• Consists of a template file and a set of properties.• Types of templates: – Predefined (basic templates) – User defined• BI Publisher supports templates created from many sources including Microsoft Word, Adobe Acrobat, Microsoft Excel, Adobe Flash, and BI Publishers new layout editor.
  • 14. Building a report: step by step guide3- Set Report Properties• Enable control of generation, formatting and display aspects4- (optional) Add Translations:• BI Publisher allows translations for: – A particular layout – All translatable words in the layout, data model and the report metadata.• Support s over 150 languages
  • 15. Building a report: step by step guideDefining Data Sources (Administration Page)
  • 16. Building a report: step by step guideDefining Data Sources (Administration Page)
  • 17. Agenda• What is BI Publisher?• Report Architecture• Building a report: step by step guide• New Features version 11g (11.1.1.3)• New Features version 11g (11.1.1.5)• Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.• Conclusions
  • 18. New features 11g: New Data Model Editor• Combine Multiple Data Sources• Allows query, structure and aggregate dataNew Data Sources:• Excel• LDAP• ADF View Object
  • 19. New Data Model Editor• Filter and structure data• Define alias for columns to create user friendly names
  • 20. New Features 11g: New Layout EditorWebDesignEditorWYSIWYG
  • 21. New Layout EditorInteractive HTML Output format
  • 22. New Features 11g: Style Templates• Is an RTF file that contains layout formatting detail.• Is applied to RTF Layouts at run time to manage style information (font type, text color, or table styles)• Template useful for : – create consistent Look & Feel through organizational reports. – Avoid the need to apply changes to each report.• Supported styles – Table – Paragraph – Header/Footer
  • 23. New Features 11g: Sub templates• A Subtemplate is a piece of formatting functionality .• Can be defined once and used multiple times within a single layout template or across multiple layout template files.• RTF or XSL file.
  • 24. New Features 11g: Sub templates• Common uses: – reusing a common layout or component (header, footer, or address block) – Handling parameterized layouts – Handling dynamic or conditional layouts – Handling lengthy calculations or reusing formulas• In 11g, subtemplate is an indepent object in the catalog.
  • 25. New Features 11g: Tighter BIEE Suite Plus Integration• Web catalog integration• Home page integration• Security integration
  • 26. New Features 11g: Scheduling & Bursting Enhancements• Recurrence patterns: – Hourly – Annually/Monthly – Specific Dates
  • 27. New Features 11g:Scheduling & Bursting Enhancements • Multiple Outputs
  • 28. New Features 11g: Scheduling & Bursting Enhancements• Manage Job History
  • 29. Agenda• What is BI Publisher?• Report Architecture• Building a report: step by step guide• New Features version 11g (11.1.1.3)• New Features version 11g (11.1.1.5)• Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.• Conclusions
  • 30. New Features version 11.1.1.5• List Component• Local Excel Data Source• Native and Web App for iPad & iPhone• Excel 2007 Output• Faster Interactive Reports• Excel Templates
  • 31. New Features version 11.1.1.5List component
  • 32. New Features version 11.1.1.5Local Excel Data Source
  • 33. Agenda• What is BI Publisher?• Report Architecture• Building a report: step by step guide• New Features version 11g (11.1.1.3)• New Features version 11g (11.1.1.5)• Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.• Conclusions
  • 34. Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.To upgrade Oracle BI Publisher you have to run UpgradeAssistant in two steps: • For Oracle BI Publisher Repository (Reports and Configuration Files) • For BI Publisher Schema
  • 35. Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.BI Publisher Repository Upgrade• When you upgrade the BI Publisher repository, 10g reports are upgraded and placed in the 11g repository• The most important change in the report definition (from 10g to 11g), is the separation of the data model as an independent object in the catalog.• The upgrade from 10g to 11g splits the 10g report object into a report definition file (.xdo) and a data model file (.xdm)
  • 36. Migrating BI Publisher from 10g to 11g: Things . that you need to keep in mind.Security Model Changes• If you will upgrade a standalone installation of BI Publisher, the security model does not change.• In Oracle Fusion Middleware Security, you manage users and roles from the Oracle WebLogic Administration Console• If BI Publisher is integrated with Oracle BI EE, then users and groups are migrated from the 10g repository file to the default 11g identity store ( Oracle WebLogic Server embedded LDAP server).
  • 37. Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.Enhanced Catalog Object Security• In 10g granting access to catalog objects was performed in the Administration Roles and Permissions page. Giving access to the folder which the report was.• In 11g, the granting of permissions is performed within the catalog using the Permissions task.
  • 38. Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.Enhanced Catalog Object Security• Permissions for folders: • Permissions for reports: – Full Control – Full Control – Modify – Modify – Open – Open – Schedule Publisher Report – Schedule Publisher Report – View Publisher Output – View Publisher Output – Traverse – No Access – No Access – Custom – Custom
  • 39. Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.Enhanced Catalog Object Security
  • 40. Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.Enhanced Catalog Object Security
  • 41. Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.Enhanced Catalog Object Security• For a user to run a report, he must have the read permission granted for every object that is referenced by the report. (For example: data model, style template)• In 11g, all roles that access a data source (even only for viewing reports) , must be granted access to that data source. (This task is performed in the Administration Page)
  • 42. Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.• Discoverer Workbooks are not longer supported as a Data Set Type
  • 43. Migrating BI Publisher from 10g to 11g: Things that you need to keep in mind.• Compatibility between 10g and 11g Reports – Cannot download reports from 10g and try to upload and run them in 11g. All the reports from 10g, have to be upgrated using the Upgrade Assistant. – The same from 11g to 10g – You can use a template that was created in 10g for a 11g report. – You can use the BI Publisher Template Builder for Word 11g to design reports for 10g, setting the option: Backward Compatible.
  • 44. Agenda• What is BI Publisher?• Report Architecture• Building a report: step by step guide• New Features version 11g (11.1.1.3)• New Features version 11g (11.1.1.5)• Security in BI Publisher• Migrating Bi Publisher from 10g to 11g: Things that you need to keep in mind.• Conclusions
  • 45. ConclusionsWith BI Publisher you can:• Obtain data from almost any source• Combine data from different data sources• Reuse your data models• Easily create many layouts in different output formats for the same report.• Generate multiple documents from the same report, and deliver each document to a different destination (bursting).• Schedule reports and manage the job history
  • 46. ConclusionsAdvantages:• Reduces complexity: Most intuitive tool to create, deploy and deliver reports• Has quick learning curve: Only one tool to create any type of report• Reduces time in reports generation. (Optimizations for PDF and to handle large documents.)• Reduces total cost , including develop and maintenance because of objects reuse (data models, style templates)
  • 47. Additional Information• http://www.oracle.com/technetwork/middleware/bi- publisher/overview/index.html• http://www.oracle.com/technetwork/middleware/bi- publisher/learnmore/index.html• http://blogs.oracle.com/xmlpublisher/• http://forums.oracle.com/forums/forum.jspa?forumID=245• www.rittmanmead.com/blog• New book: Oracle BI Publisher 11g: A Practical Guide to Enterprise Reporting
  • 48. Q&A