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Ten Steps To Empowerment Convert Custom Reports To Oracle Business Intelligence Publisher and Empower your IT organization as well as your business users

Ten Steps To Empowerment Convert Custom Reports To Oracle Business Intelligence Publisher and Empower your IT organization as well as your business users

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Ten Steps To Empowerment Ten Steps To Empowerment Presentation Transcript

  • Ten Steps to Empowerment: Convert Custom Reports to Oracle Business Intelligence Publisher Parth Agnihotri & Mohan Dutt VeriSign Inc.
  • BI Publisher Releases
    • Release 11.5.10
      • XML Publisher 5.0
    • Post Release 11.5.10
      • XML Publisher 5.5
        • Performance, Translation, Template Builder, Common Regions
      • XML Publisher 5.6
        • Administration UI, Data Engine, Book Binder
    • Release 12
      • BI Publisher 5.6.3
        • Runtime Optimization, Enhancements
  • Multiple Reporting Environments
    • Multiple Reporting Solutions
    • High TCO
    • Dependent of IT resources for modification or maintenance
    Check Print Server Payment Server Invoice Server Report Formatter Label Manager Labels Delivery Server Checks Invoices Destinations EFT/EDI Reports View slide
  • BI Publisher – Single Solution
    • Use BI Publisher For:
      • Authoring
      • Managing
      • Delivering
    • Meet Business Requirements
    • Remove Complexity
    • Reduce TCO
    XML / EFT / EDI Reports Checks Labels Destinations Invoices BI Publisher View slide
  • BI Publisher
    • Separation of the presentation of the report from its data structure
    • Collection of the data is still handled by your concurrent request
    • At runtime BI Publisher merges designed template files with the report data
    • Creates published output documents
  • BI Publisher Overview Templates XML EDI EFT Email Printer Fax Repository e-Commerce Output Formats Delivery Manager Data Templates Oracle Reports Application Logic BI Publisher Data Source
    • Word
    • Acrobat
    • Excel
    XSL Layout Tools PDF RTF HTML Excel Translations XLIFF Translations External Data
  • Outputs RDF - Text Output BI Publisher - PDF Output
  • Prepare Environment
    • Prepare you environment by reviewing BI Publisher patches required
    • Apply patches as required
    • Provide BI Publisher Administrator
    • Get desktop installation of BI Publisher
    • BI Publisher Toolbar should be available in MS Word after Installation
  • Step 1: Convert the RDF report into XML format
    • Convert the RDF Report into XML format using rwconverter utility
    • This utility is available with Report 9i or later
    rwconverter batch=yes source=c:XX_TRX_PRINT.rdf dest=c:XX_TRX_PRINT.xml dtype=xmlfile overwrite=yes
  • Step 2: Create RTF Template
    • Option 1 – RDF Layout Migration
      • Use RTFTemplateGenerator utility to generate layout template from RDF Layout
      • java.exe oracle.apps.xdo.rdfparser.RTFTemplateGenerator XXXX_TRX_PRINT.xml
    • Option 2 – Create RTF file using Template Builder
  • Create RTF Template – Template Builder
    • New Cross Tab Wizard
      • Multiple Levels
      • Totals
    • Enhanced Chart Dialog
      • Multiple Line Charts
      • 3D Charts with Gradients
      • Color Schemas
      • Real Preview
    • New Table Wizard
    • Translation Support
      • Generate XLIFF file
      • Test Translations
    • Template Validation
  • Create RTF Template
    • Generate Sample XML Data
      • Set Output Format to XML for current RDF Concurrent Program.
      • Execute the concurrent program and save XML Data Output File
  • Create RTF Template
    • Insert XML field in the template – Insert Menu -> Field option
    • All the headers and summary level details can be inserted using this feature
  • Create RTF Template
    • Insert Table –
      • Insert Menu -> Table / Form -> Select Wizard option.
      • All the line level details can be inserted using this feature
  • Create RTF Template
    • Loop –
      • <?for-each:G_LINE?> loop through all lines
    • Conditional Formatting
      • display lines with LINE_TYPE=‘LINE’
      • RDF Format Trigger logic can be implemented like this
    • Last Page Only Tag
      • <?start@last-page:body?><?end body?>
      • Anything after the last page only tag is displayed at the end of the document
  • Create RTF Template
    • Preview output
  • Step 3: Create Data Template
    • Use DataTemplateGenerator Utility to generate Data Template
    • java.exe oracle.apps.xdo.rdfparser.DataTemplateGenerator XX_TRX_PRINT.xml
    • DataTemplateGenerator creates:
      • Data Template (XX_TRX_PRINT_template.xml)
      • PLS files for Report PLSQL code:
        • PL/SQL package specification (XX_TRX_PRINTS.pls)
        • PL/SQL package body (XX_TRX_PRINTB.pls)
  • Create Data Template
    • Data Extraction Engine
      • Fast, scalable extraction engine
      • Integrated into concurrent manager
      • Offers all that Oracle Reports offers plus 30-40% faster
      • Multiple queries + joins
      • Event triggers
      • Flexfield support
      • Data Structure
  • Create Data Template
    • Data Template consists of
      • <parameters>section in which parameters are declared in child <parameter> elements;
      • <dataQuery> section in which the SQL queries are defined in child <sqlStatement> elements;
      • <dataTrigger> section in which PLSQL function are defined which are fired when the event occurs
      • <dataStructure> section in which the output XML structure is defined
  • Step 4: Execute PLSQL code generated
    • Execute the .pls files in the database
    • Review the code before executing the .pls files
      • One may need to change the code
      • RDF Format triggers are not supported by the utility. Format trigger logic must be implemented separately.
  • Step 5: Register new Concurrent Program
    • Set the concurrent program output format to XML.
    • Attach executable XDODTEXE to the concurrent program
  • Step 6: Register Data Definition
  • Register Data Definition
    • Upload Data Template generated in Step 3 to Data Definition
  • Step 7: Register Layout Template
  • Step 8: Create Bursting Control File
    • This is required to e-mail files or delivering reports directly to the printer
    • Bursting Engine Features
      • Burst individual documents from a batch
      • Dynamic generation based on data
      • Deliver in desired layout and output format
      • Deliver down desired delivery channel
      • Integrated into concurrent processing
    Batch Data Control File XML Publisher Templates XML EDI HTML PDF PDF
  • Create Bursting Control File
    • Accepts a data stream and splits it based on multiple criteria
    • Generates output based on a template
    • Delivers the individual documents through the delivery channel of choice (Email, Fax, Printer, File system, FTP)
  • Step 9: Upload Bursting Control File to Data Definition
  • Step 10: Program Call to Bursting Engine
    • Add code in After Report trigger to call Bursting Engine for delivery of reports
    • This submits ‘XML Publisher Report Bursting Program’ program which splits current program’s XML output, generates documents and delivers them to destination mentioned in Bursting Control File
  • Printer Issues
    • PDF files generated from BI Publisher do not print on some printers
      • raw PDF files generated by BI Publisher are not supported by some printers
      • Metalink Note - 338990.1 explains how third party software can be used to convert PDF files into PS format before sending them to printers.
      • Create Filter for PDFTOPS utitlity in xdodelivery.cfg file and place it under $XDO_TOP/resource directory
      • PDF Documents would be automatically converted to PS format before sending them to printers
  • Printer Issues
    • CUPS Issues
      • Connection Timeout:
        • Log file shows “oracle.apps.xdo.delivery.DeliveryException: Connection timed out while waiting response from server”.
        • Change CUPS configuration - /etc/cups/cupsd.conf
          • Increase the value of
            • MaxClients (controls the maximum number of simultaneous clients that will be handled ) and
            • TimeOut (timeout before requests time out)
      • Connection Reset:
        • Log file shows “java.net.SocketException: Connection reset at java.net.SocketOutputStream.socketWrite”
        • CUPS log file shows message
          • E [25/May/2009:03:18:01 -0700] ReadClient() 8 IPP Read Error!
        • Verify CUPS setup
        • Upgrade it to latest CUPS version
  • Printer Issues
    • Large Batches take long time to Print
      • Bursting Engine sends one document to printer at a time. Printer will take time to initialize for each document, buffer it and then finally print it.
      • Is there a way to send ONE big print-job to the printer?
        • Answer is Yes, but involves customization
          • Step 1 : Use DocumentProcessor API, generate individual PDF files on filesystem.
          • Step 2 : Use PDFDocMerger API to merge PDF files in single PDF file.
          •  
          • Step 3 : If the printer supports PDF format, send merged PDF file to Printer. Else convert the PDF file into PS/ PCL format before sending to printer.
  • BI Publisher Setup Summary Load files and Metadata to Template Manager Define concurrent Program using the data engine executable Choose concurrent program via SRS forms Select parameter values Output document Generated Automated process Create Data and Layout Template Files IT/MIS-DEV SETUPS USER PROCESS Select layout template Language and output format Submit Request Output document Printed or Viewed Add concurrent Program to Request Group
  • BI Publisher Setup Summary
    • BI Publisher IT/MIS-DEV Setups
      • Create Data Template
      • Create Layout Template
      • Register data and template definition metadata and load data template and layout template
      • Define concurrent program
      • Add concurrent program to request group
  • BI Publisher User Steps
    • User selects the report from a list
    • User enters parameter values
    • User can select a template, language and output format and submit the report
    • User can view the final output via the Monitor Requests form
  • BI Publisher User Steps
    • User selects the report
  • BI Publisher User Steps
    • User Selects Template
      • User can select a different template from the LOV
      • Then a different language if available
      • Then an output format
  • BI Publisher User Steps
    • User can view the final output
  • R12 BI Publisher Features
    • Data Extraction Engine
    • Bursting Engine
    • Consolidated Document Publishing
    • Template Enhancements
      • RTF Templates
      • Template Builder
    • Delivery Manager
    • Template Manager
      • Translation Manager
      • Configuration Manager
      • Font Manager
    • Integration
      • OA Framework Report Viewer
      • Single Step Reporting
    • Performance
      • Reduced processing time, memory footprint and temporary file space
  • BI Publisher Benefits
    • Reduce development and maintenance costs
    • Consolidate reporting solutions
    • Consolidate data sources
    • Functional users build and customize layouts
    • In-house printing and delivery now achievable
    • Increase developer productivity
  • BI Publisher Benefits
    • Reduce reporting tool training requirements
    • Faster report creation
    • Improve performance
    • Faster data extraction
    • Fewer database hits
    • Layout level formatting
  • Great Reference – Chapter 8: BI Publisher in Oracle EBS Recently Published - Available at Oracle Book Store
  • Q & A