Convert Oracle Reports to Oracle BI Publisher

<Insert Picture Here>Converting Oracle Reports to BI Publisher ReportsDmitry NefedkinOracle ISV Migration Center FMW ConsultantDmitry.Nefedkin@oracle.com

ISV Migration Center Team• Who we Are ISV Migration Center Team is a team of senior technical consultants based in Eastern and Central Europe and represents Oracles technical investment for partners.• Mission Statement Enable partners to rapidly and successfully adopt and implement Oracle latest technology• What do we Offer Whether you are selling Oracle technology, building business solutions, including hosted Internet solutions or providing system integration and implementation services for Oracle technology, IMC Team can help you succeed.• How can we assist We offer a wide range of free services for partners such as one2one assistance, webinars, seminars and hands-on workshops. For more information, visit the IMC website. ISV Migration Center blog: http://blogs.oracle.com/imcContacts:Ruxandra Radulescu, ISV Migration Center Manager EE&CISruxandra.radulescu@oracle.com

Agenda• Oracle Reports strategy & support policy <Insert Picture Here>• Reporting challenges• Benefits of BI Publisher• Oracle Reports -> BI Publisher Conversion Utility• Demo• Upgrade BI Publisher to 11g• Links to the additional content

Oracle Reports StrategyOracle Application Development Tools Statement of Direction: Oracle Forms, Oracle Reports and Oracle Designer (http://www.oracle.com/technetwork/issue- archive/2010/toolssod-3-129969.pdf )“ Oracle Forms and ReportsOracle has no plan to desupport these products. Furthermore, new version of Oracle Forms, Oracle Reports will continue to be released as part of Oracle Fusion Middleware and Oracle Forms 11g and Oracle Reports 11g are components of Oracle Fusion Middleware 11g. In line with our product strategy, future development activities will be aimed at smoother version-to- version upgrade, integration with features of the platform/ technology stack and product stability.”

Lifetime Support Policy for Fusion Middleware• http://bit.ly/OFMLifetime

Oracle Reports upgradeHelpful links:• Oracle Reports: Migration from 6i to 10g (http://www.oracle.com/technetwork/middleware/repor ts/index-092180.html)• Oracle® Fusion Middleware Upgrade Guide for Oracle Portal, Forms, Reports, and Discoverer11g (http://download.oracle.com/docs/cd/E12839_01/upgr ade.1111/e10130/toc.htm )• My Oracle Support ,document ID 1088988.1 ―Using the Upgrade Assistant to Upgrade OracleAS 10g Forms / Reports Services to Oracle Middleware 11g Rel 1 (video)‖

Reporting Challenges Requirements are Diverse• High Fidelity Reports• Partner Reports Checks• Financial Statements Invoices• Government forms• Marketing materials• Contracts Labels Reports• Checks, Labels• XML• EFT / EDI• Multiple destinations Destinations XML / EFT / EDI

Reporting Challenges Complex Infrastructure• Multiple reporting solutions Checks• Highly-skilled engineers Invoices required to maintain servers Invoice Check Print and report formats Server Server Costly Label Report Time consuming Manager Formatter Labels Complex systems Reports Expensive maintenance Delivery Payment Labor intensive Server Server Destinations XML / EFT / EDI

Reporting ChallengesSlow DevelopmentIterate on Report Requirements Report Requirements Report files Report Output Must be same geometry, font, margin size, etc.

Reporting ChallengesDifficult to Maintain Combined query, layout, and translation Data logic Layout 1 Query 10 Layouts • 1 Query • 10 Layouts • 10 Translations Translation = 100 report files 10 Translations  High development cost  High customization cost  Difficult upgrade

Reporting Challenges Other Issues• Production Issues • Huge load on the transactional database, shuts down the operation • Output file size, time to produce the reports … • High maintenance, proprietary report programming languages require expensive specialists and consultants• Global Deployment Issues • Multiple Instances required for different character sets • Insufficient support for Bi-Directional Languages • Dependence on Printer Character sets require language specific printers

Benefits of BI PublisherSimplified Report MaintenanceSeparate query, layout, and translation Data Logic Layout BI Publisher Report Translation output Flexibility Reduced maintenance

Benefits of BI Publisher Faster Development • Business users create layouts with familiar desktop tools • IT builds data model Report Templates XML Report OutputsMultiple Data Sources Rapid Development

Benefits of BI Publisher Multiple output formats & delivery destinations PDF Oracle 10g, HTML EmailOracle BI EE,Oracle BI Apps XSL Excel SQL Server Power Point Printer Layout Templates E-Business Flash Suite, PeopleSoft, BI Publisher RTF Fax JDE CSV • Word • Excel XML Repository OLAP • Acrobat • Flex • JDev • Others EDI EFT e-CommerceWeb Services Layout Tools Output Formats Destinations

BI Publisher Benefits Global Consolidation• Create ONE template for any of 185 languages and 244 territories• Single Global Instance – Translated User Interface• BI Publisher ships with full set of Unicode Fonts• No need for expensive language-specific printers• BI Publisher is alone in supporting • Chinese, Japanese, Korean • Bidirectional Languages • Unicode • Multiple Language Support

BI Publisher Benefits Hot-Pluggable• Pure Java application - any J2EE application server• Rich set of Java APIs for custom application development• Web Services for SOA development• Any data source: JDBC and Web services XML data sources• MDX OLAP Data sources: Essbase, Analysis Servers, SAP/BW• Standard W3C XSL-FO style sheets• Output formats in PDF, PS, RTF, HTML…• Delivery Support for • Internet Printing Protocol, CUPS • Internet Fax Protocol • SMTP email protocol • WebDAV, FTP, SFTP

Conversion Utility Introduction Data Template LOV .xdo fileRDF XML Conversion Utility RTF Template Reports 9i or higher rwconverter .PLS files OracleReport RDF files Log file

Conversion UtilityData Template

Conversion Utility Prerequisites• Oracle Reports 9i or later • Source reports must eventually be in Oracle Reports XML format. Oracle Reports XML format is supported in Oracle Reports 9i and above • If your source reports are not in Oracle Reports XML format, the conversion utility will do this conversion automatically. However, this requires Oracle Reports Designer 9i or later on the same machine where you will do the conversion.• Setting classpath (all these jars can be found in <BIP1034_INSTALL_DIR>oc4j_bij2eehomeapplicationsxmlpserv erxmlpserverWEB-INFlib) • collections.jar, xmlparserv2.jar, xdocore.jar, aolj.jar, Versioninfo.jar• JDK 1.5 or higher

Conversion Utility Conversion Steps• Run the conversion Tool from Command Prompt• Load the PL/SQL package into Database• Upload report and template to BI Publisher Repository• View Report• Check Log file for any manual step

Conversion UtilityCommand Line Usagejava oracle.apps.xdo.rdfparser.BIPBatchConversion [-debug] -source SourceDirectory -target TargetDirectory[-oraclehome OracleHomePath]-source — (required) Source directory for Oracle Reports files. All reports mustbe in the same format - either RDF or XML.-target — (required) Target directory to create Oracle BI Publisher reportobjects. This includes the Oracle BI Publisher Report file (.xdo), the layouttemplate file (.rtf), the PL/SQL package, and log file.-oraclehome — (optional) If your reports are in Oracle Reports XML format donot specify this parameter. If your reports are not in Oracle Reports XML format,specify the Oracle home path where Oracle Report Designer (9i or later version)is installed. BIPBatchMigration assumes that rwconverter is contained in the bindirectory beneath the Oracle Home path.-debug — (optional) To run the utility in debug mode and write debug statementsto the log file.

Conversion Utility Command Line Usage ExamplesXDO_LIB_DIR=<BIP1034_INSTALL_DIR>oc4j_bij2eehomeapplicationsxmlpserverx mlpserverWEB-INFlib• Source Report in Oracle Reports RDF File This example requires you to specify the -oraclehome path. java.exe -classpath %XDO_LIB_DIR%xdocore.jar; %XDO_LIB_DIR%collections.jar; %XDO_LIB_DIR%aolj.jar; %XDO_LIB_DIR%xmlparserv2.jar;%XDO_LIB_DIR%versioninfo.jar oracle.apps.xdo.rdfparser.BIPBatchConversion -source d:sourceoracle_reportsSRC1 -target d:reportsoutput -oraclehome D:oracleBIToolsHome_1 –debug• Source Report in Oracle Reports XML Format Do not specify the -oraclehome parameter in this example. java.exe -classpath %XDO_LIB_DIR%xdocore.jar; %XDO_LIB_DIR%collections.jar; %XDO_LIB_DIR%aolj.jar; %XDO_LIB_DIR%xmlparserv2.jar;%XDO_LIB_DIR%versioninfo.jar oracle.apps.xdo.rdfparser.BIPBatchConversion -source d:sourceoracle_reportsSRC1 -target d:reportsoutput –debug

Conversion Utility Capability Highlights• Layout • Tabular, Form based & Free form reports • Repeating frames • Header & Footer• Data • Single / Multiple Query Reports • Grouping, Sorting • Summary Columns, formula columns, Aggregations • Parameters, Lexical References, PL SQL Functions • Flexfield • Before and After Report Triggers, Before and After Parameter Form Triggers

Conversion Utility Important Notes• Currently conversion utility exists for BI Publisher 10.1.3.3 and 10.1.3.4 only;• Conversion utility for BI Publisher 11g is planned for the future release;• Oracle Reports to BI Publisher 11g conversion is a 2- step process now: • Convert Oracle Reports to BI Publisher 10g • Upgrade BI Publisher 10g report files to 11g report files using Upgrade Assistant tool available with 11g

DemoDEMONSTRATION

BIP 10g to 11g Upgrade ComponentsReport Catalog Data Model (.xdm) Data Definition Sample XMLReport (.xdo) Data Definition Report (.xdo) Sample XML Template (RTF, PDF, etc.) Template (RTF, PDF, etc.) Translation Files (XLIFF) Translation Files (XLIFF) Report Runtime Report Runtime Configuration file Configuration file (xdo.cfg) (xdo.cfg)

BIP 10g to 11g Upgrade ComponentsAdmin Files • Users, Roles, Permissions • Report Data Source • Password encryption • Security Model • Delivery ChannelsScheduler Schema • Scheduled Jobs Quartz Table • Job History Quartz Table

Upgrade Assistant 11g Install - Upgrade Chart RCU BISHIPHOMEStart Install Post Install Configuration Upgrade Upgrade Yes Assistant Required? No End

Upgrade Assistant (UA)Upgrade Steps Input for UA (10g) Output from UA (11g) BI Publisher Repository Upgrade Repository Repository • BI Publisher Repository • BI Publisher Catalog - Reports (Shared/Private) - Reports (Shared/Private) - Admin Files - Data Model (Shared/Private) • Admin Files BI Publisher Scheduler Schema Upgrade Quartz Table Quartz Table

BIP 10g to 11g UpgradeMore information on upgrade:Oracle® Fusion Middleware Upgrade Guide for Oracle BusinessIntelligence 11g Release 1(http://download.oracle.com/docs/cd/E14571_01/bi.1111/e16452/toc.htm )

More Information• BI Publisher 10.3.4 documentation: • http://download.oracle.com/docs/cd/E12844_01/welcome.html • Converting Reports from Oracle Reports to Oracle BI Publisher: http://download.oracle.com/docs/cd/E12844_01/doc/bip.1013/e1 2187/T518230T518393.htm• BI Publisher 11g documentation: • http://download.oracle.com/docs/cd/E14571_01/bi.htm• BI Publisher Forum: • http://forums.oracle.com/forums/forum.jspa?forumID=245• BI Publisher Blog: • http://blogs.oracle.com/xmlpublisher/

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Convert Oracle Reports to Oracle BI Publisher

by Oracle ISV Migration Center on Mar 21, 2011

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