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The Many Faces of BI Publisher in
          Oracle EBS

               Brent Lowe
     Manager of Product Development
              STR Software
About STR Software

STR Software
  Located in Richmond, VA
  Focused on document delivery solutions since 1988
  Over 1,230 licenses of AventX in 47 states and 19 countries
  Over 94% customer retention
  Oracle Gold Partner with staff of Oracle Certified Professionals
  OAUG 3-star partner for 2010
  www.strsoftware.com

Brent Lowe
  Manager of Product Development
  BS in Computer Science from College of William and Mary
  804-897-1600 ext. 132 and brent.lowe@strsoftware.com
  http://www.thelowedownblog.com
Agenda – Faces of BIP

Introduction

Standard Implementation

Deviations from the Standard

Wrap-up and Q&A
Introduction – BI Publisher
Intro: Standard vs. Non Standard

My own definition

Standard – Generic implementation provided by ATG that
majority of EBS applications can utilize. Functionality native
to XML Publisher Adminstrator responsibility and Concurrent
Manager.

Non Standard – Application specific implementations.

Common between the 2 – All built on the same API!
The Standard Offering

Data Model

Layout Templates

Report Creation

Bursting and Delivery
Data Model
The Standard Offering – Data Model

Having Oracle EBS generate XML data is the key to
  reporting.

    Oracle Reports

    Data Templates
Data Model: Oracle Reports




Utilize your EXISTING Oracle Reports!
Data Model: Oracle Reports


Demo – How to setup Oracle Reports to output XML
Data Model: Data Template

Native BI Publisher Concept – Exists as XML based
file

Serves two functions.
  Retrieve Data using SQL queries.
  Define how the data is to be formatted as XML.

Why Use Data Template over Oracle Report?
  Speed
  Flexibility
  Removes duplicity of layout
Data Model: Data Template

Example




Conversion API
Data Model: Data Template –>
  Concurrent Program

Concurrent Manager must have Program Definition
to generate output!

Set ‘Executable’ to XDODTEXE

Demo
Data Model -> Data Definition

Regardless of Oracle Report or Data Template, must
register a Data Definition.



XML Publisher Administrator Responsibility



Demonstration
Layout Templates
Layout Templates

Define the look and feel of the finished output.

Layout Templates can be created in a number of
formats including eText, PDF, RTF, XSL-FO, XSL-
HTML, XSL-XML and XSL-TEXT.

BI Publisher Desktop
Layout Template -> Registration

XML Publisher Administrator Responsibility ->
Templates.

Upload Template, Associate with Data Definition,
Assign Locale, Preview Finished Report.

Demonstration
Report Creation
Report Creation

Simple as running a Concurrent Request

Demonstration
Report Bursting and Delivery


                           Email




                               Fax




                           Printer
Bursting Control Files

A bursting control file is an XML based file that
defines the answers to 4 main questions.
    1. How do I burst the document?
    2. How do I deliver the burst file?
    3. Where do I deliver the burst file?
    4. What should the delivered file look like?
Bursting Control File




http://bipublisher.blogspot.com/
Bursting Control File - Registration

Upload Bursting Control File to Data Definition
Invoke Bursting

  2 Step Process

Step 1: Run Concurrent Request to Generate Data.
Step 2: Run ‘XML Publisher Report Bursting Program’

Demonstration
Bursting Status Report



XML Publisher Report Bursting Program creates it’s
own Report -> Bursting Status Report.
  How document was burst
  How documents were delivered
  Status of delivery
Bursting Status Report
Delivery Engine
Email
       Allows for dynamic Recipient, CC, BCC, Subject, Message Body
       Single Attachment – The report that was generated.
Print
       Utilizes IPP to print to CUPS based printers.
       Depending on printer, specify tray, duplex, copies, etc…
Fax
       Utilizes IPP to print to CUPS based printers that communicate with Fax Modems.
       Allows for dynamic fax number.
       Status determined based on print job, not final outcome of fax.
File
       Output data to named file on file system.
FTP
       Send data to remote machine.
Standard Offering w/in Oracle EBS
Variations from the Standard

Advanced Collections

Advanced Procurement

Payables
Advanced Collections

  11iEX.H Rollup 4/R12 – Oracle One-To-
  One Fulfillment Server replaced by BI
  Publisher.

Variations:
  Template/Data Definition Pairs
  XML Generation
  Report Generation and Delivery
Advanced Collections – Template/Data
  Definition Pair

Templates are registered via the standard
methodology.

All Advanced Collections Templates reference a
generic ‘dummy’ Data Definition: “Collections XML
Data Source”
Advanced Collections – XML Generation

  Does not use Oracle Reports or Data Templates.
  Uses Queries setup within Apps: Collections
  Administrator Responsibility -> Administration ->
  Manage Templates Query

Demonstration
Advanced Collections: Report
     Generation and Delivery

  Collections notices are meant to be delivered.

Collections Agent -> Collections

Demonstration
Advanced Procurement

PO Approval Process – Release Purchase Orders
based on workflow process.

Variations
  Setup
  XML Generation & Layout Templates
  Report Generation & Delivery
Advanced Procurement

Setup
  Purchasing Super User Responsibility -> Setup -> Organizations
  -> Purchasing Options
Advanced Procurement

Setup
  Associate Templates with Document Types
  Purchasing Super User -> Setup -> Purchasing -> Document
  Types
Advanced Procurement
Advanced Procurement
XML Generation
   XML is generated from packages/views
       PO_COMMUNICATION_PVT package
       PO_****_XML views

Layout Templates
   11i10 – Default to XSL-FO only templates




  Patch 4670662 – Allows for RTF based templates!
Advanced Procurement

Report Generation and Delivery
  Once PO gets final approval (via workflow rules) the PO output
  gets created programmatically and “delivered” based on rules
  associated with PO Approval/Tools->Communicate.



Email – Workflow Mailer
Print – Concurrent Output (PO Output for Delivery)
Fax – Concurrent Output (PO Output for Delivery)
Advanced Procurement

Delivery – PO Approval
Advanced Procurement

Delivery – Tools -> Communicate
Payables

  Separate Remittance Advice – Starting in R12,
  completely re-written to utilize BI Publisher.

  New Program: Send Separate Remittance Advice

Variations:
  XML Generation
  Layout Template Setup
  Delivery
Payables

SRA XML Generation

  Dummy Data Definition is setup with the required code of
  IBY_FD_INSTRUCTION_1_0.
  $IBY_TOP/patch/115/publisher/defs/IBY_PPIOUT_1_0.xsd
  Package: IBY_FD_EXTRACT_EXT_PUB
Payables

  SRA Layout Template Setup

Layouts setup as normal in XML Publisher Administrator but associated
   with Payment Profile in Payables.

Payables Manager Responsibility -> Setup -> Payment -> Payment
   Administration
Payables

SRA Delivery
  Delivery Information: Payables Manager -> Suppliers -> Entry
Payables

Send Separate Remittance Advice Conc Program
  Generates XML
  Applies configured template
  Figures out whether to fax, email or print document
  Uses BIP Delivery Manager to deliver
Conclusion

BI Publisher is a powerful tool

Because built on set of APIs, it’s flexible.

Not all applications are utilizing what is considered
to be the standard.

Hopefully was able to shed some light on variations.
Contact Information:
       Brent Lowe
      STR Software
brent.lowe@strsoftware.com
www.thelowedownblog.com
  www.strsoftware.com

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Many Faces Of Bi Publisher In Oracle Ebs

  • 1. The Many Faces of BI Publisher in Oracle EBS Brent Lowe Manager of Product Development STR Software
  • 2. About STR Software STR Software Located in Richmond, VA Focused on document delivery solutions since 1988 Over 1,230 licenses of AventX in 47 states and 19 countries Over 94% customer retention Oracle Gold Partner with staff of Oracle Certified Professionals OAUG 3-star partner for 2010 www.strsoftware.com Brent Lowe Manager of Product Development BS in Computer Science from College of William and Mary 804-897-1600 ext. 132 and brent.lowe@strsoftware.com http://www.thelowedownblog.com
  • 3. Agenda – Faces of BIP Introduction Standard Implementation Deviations from the Standard Wrap-up and Q&A
  • 5. Intro: Standard vs. Non Standard My own definition Standard – Generic implementation provided by ATG that majority of EBS applications can utilize. Functionality native to XML Publisher Adminstrator responsibility and Concurrent Manager. Non Standard – Application specific implementations. Common between the 2 – All built on the same API!
  • 6. The Standard Offering Data Model Layout Templates Report Creation Bursting and Delivery
  • 8. The Standard Offering – Data Model Having Oracle EBS generate XML data is the key to reporting. Oracle Reports Data Templates
  • 9. Data Model: Oracle Reports Utilize your EXISTING Oracle Reports!
  • 10. Data Model: Oracle Reports Demo – How to setup Oracle Reports to output XML
  • 11. Data Model: Data Template Native BI Publisher Concept – Exists as XML based file Serves two functions. Retrieve Data using SQL queries. Define how the data is to be formatted as XML. Why Use Data Template over Oracle Report? Speed Flexibility Removes duplicity of layout
  • 12. Data Model: Data Template Example Conversion API
  • 13. Data Model: Data Template –> Concurrent Program Concurrent Manager must have Program Definition to generate output! Set ‘Executable’ to XDODTEXE Demo
  • 14. Data Model -> Data Definition Regardless of Oracle Report or Data Template, must register a Data Definition. XML Publisher Administrator Responsibility Demonstration
  • 16. Layout Templates Define the look and feel of the finished output. Layout Templates can be created in a number of formats including eText, PDF, RTF, XSL-FO, XSL- HTML, XSL-XML and XSL-TEXT. BI Publisher Desktop
  • 17. Layout Template -> Registration XML Publisher Administrator Responsibility -> Templates. Upload Template, Associate with Data Definition, Assign Locale, Preview Finished Report. Demonstration
  • 19. Report Creation Simple as running a Concurrent Request Demonstration
  • 20. Report Bursting and Delivery Email Fax Printer
  • 21. Bursting Control Files A bursting control file is an XML based file that defines the answers to 4 main questions. 1. How do I burst the document? 2. How do I deliver the burst file? 3. Where do I deliver the burst file? 4. What should the delivered file look like?
  • 23. Bursting Control File - Registration Upload Bursting Control File to Data Definition
  • 24. Invoke Bursting 2 Step Process Step 1: Run Concurrent Request to Generate Data. Step 2: Run ‘XML Publisher Report Bursting Program’ Demonstration
  • 25. Bursting Status Report XML Publisher Report Bursting Program creates it’s own Report -> Bursting Status Report. How document was burst How documents were delivered Status of delivery
  • 27. Delivery Engine Email Allows for dynamic Recipient, CC, BCC, Subject, Message Body Single Attachment – The report that was generated. Print Utilizes IPP to print to CUPS based printers. Depending on printer, specify tray, duplex, copies, etc… Fax Utilizes IPP to print to CUPS based printers that communicate with Fax Modems. Allows for dynamic fax number. Status determined based on print job, not final outcome of fax. File Output data to named file on file system. FTP Send data to remote machine.
  • 29. Variations from the Standard Advanced Collections Advanced Procurement Payables
  • 30. Advanced Collections 11iEX.H Rollup 4/R12 – Oracle One-To- One Fulfillment Server replaced by BI Publisher. Variations: Template/Data Definition Pairs XML Generation Report Generation and Delivery
  • 31. Advanced Collections – Template/Data Definition Pair Templates are registered via the standard methodology. All Advanced Collections Templates reference a generic ‘dummy’ Data Definition: “Collections XML Data Source”
  • 32. Advanced Collections – XML Generation Does not use Oracle Reports or Data Templates. Uses Queries setup within Apps: Collections Administrator Responsibility -> Administration -> Manage Templates Query Demonstration
  • 33. Advanced Collections: Report Generation and Delivery Collections notices are meant to be delivered. Collections Agent -> Collections Demonstration
  • 34. Advanced Procurement PO Approval Process – Release Purchase Orders based on workflow process. Variations Setup XML Generation & Layout Templates Report Generation & Delivery
  • 35. Advanced Procurement Setup Purchasing Super User Responsibility -> Setup -> Organizations -> Purchasing Options
  • 36. Advanced Procurement Setup Associate Templates with Document Types Purchasing Super User -> Setup -> Purchasing -> Document Types
  • 38. Advanced Procurement XML Generation XML is generated from packages/views PO_COMMUNICATION_PVT package PO_****_XML views Layout Templates 11i10 – Default to XSL-FO only templates Patch 4670662 – Allows for RTF based templates!
  • 39. Advanced Procurement Report Generation and Delivery Once PO gets final approval (via workflow rules) the PO output gets created programmatically and “delivered” based on rules associated with PO Approval/Tools->Communicate. Email – Workflow Mailer Print – Concurrent Output (PO Output for Delivery) Fax – Concurrent Output (PO Output for Delivery)
  • 41. Advanced Procurement Delivery – Tools -> Communicate
  • 42. Payables Separate Remittance Advice – Starting in R12, completely re-written to utilize BI Publisher. New Program: Send Separate Remittance Advice Variations: XML Generation Layout Template Setup Delivery
  • 43. Payables SRA XML Generation Dummy Data Definition is setup with the required code of IBY_FD_INSTRUCTION_1_0. $IBY_TOP/patch/115/publisher/defs/IBY_PPIOUT_1_0.xsd Package: IBY_FD_EXTRACT_EXT_PUB
  • 44. Payables SRA Layout Template Setup Layouts setup as normal in XML Publisher Administrator but associated with Payment Profile in Payables. Payables Manager Responsibility -> Setup -> Payment -> Payment Administration
  • 45. Payables SRA Delivery Delivery Information: Payables Manager -> Suppliers -> Entry
  • 46. Payables Send Separate Remittance Advice Conc Program Generates XML Applies configured template Figures out whether to fax, email or print document Uses BIP Delivery Manager to deliver
  • 47. Conclusion BI Publisher is a powerful tool Because built on set of APIs, it’s flexible. Not all applications are utilizing what is considered to be the standard. Hopefully was able to shed some light on variations.
  • 48. Contact Information: Brent Lowe STR Software brent.lowe@strsoftware.com www.thelowedownblog.com www.strsoftware.com