14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher Authors: Mohan Dutt & Parth Agnihotri, VeriS...
BI Publisher Releases <ul><li>Release 11.5.10 </li></ul><ul><ul><li>XML Publisher 5.0  </li></ul></ul><ul><li>Post Release...
Multiple Reporting Environments <ul><li>Multiple Reporting Solutions </li></ul><ul><li>High TCO </li></ul><ul><li>Dependen...
BI Publisher – Single Solution <ul><li>Use BI Publisher For: </li></ul><ul><ul><li>Authoring </li></ul></ul><ul><ul><li>Ma...
BI Publisher Overview <ul><li>Separation of the presentation of the report from its data structure </li></ul><ul><li>Colle...
BI Publisher Overview Templates XML EDI EFT Email Printer Fax Repository e-Commerce Output Formats Delivery Manager Data T...
Step 1: Prepare Environment <ul><li>Prepare you environment by reviewing BI Publisher patches required </li></ul><ul><li>A...
Step 2: Convert RDF Report <ul><li>Convert the RDF Report into XML format using  rwconverter  utility </li></ul>
Step 3: Create RTF Template <ul><li>Use  RTFTemplateGenerator  utility to generate data template from RDF Layout </li></ul>
Create Template <ul><li>Insert XML field in the template – Insert Menu -> Field option </li></ul><ul><li>All the headers a...
Create Template <ul><li>Insert Table – Insert Menu -> Table / Form -> Select Wizard option. All the line level details can...
Create Template <ul><li>Insert Table </li></ul>
Create Template <ul><li>Conditional Formatting – display lines with LINE_TYPE=‘LINE’ </li></ul>
Template Builder <ul><li>New Cross Tab Wizard </li></ul><ul><ul><li>Multiple Levels </li></ul></ul><ul><ul><li>Totals </li...
Configuration Manager
Data Extraction Engine <ul><li>Fast, scalable extraction engine </li></ul><ul><li>Integrated into concurrent manager </li>...
Step 4: Generate PL/SQL packages <ul><li>DataTemplateGenerator  utility also creates PL/SQL packages for RDF Report trigge...
Step 5: Execute code generated <ul><li>Execute the .pls files in the database </li></ul><ul><li>Review the code before exe...
Step 7: Set Output Format to XML <ul><li>Set Concurrent Program Output Format to XML </li></ul>
Step 8: Create Data Definition <ul><li>Create Data Definition from XML Publisher Administrator responsibility </li></ul>
Step 9: Register Data Definition
Step 10a: Register Template <ul><li>Upload data template generated in Step 3 to Data Definition  </li></ul>
Step 10b: Register Layout Template
Data Template Structure <?xml version=&quot;1.0&quot; encoding=&quot;WINDOWS-1252&quot; ?> < dataTemplate  name=&quot;data...
Step 11: Create Layout Template
Step 12: Create Bursting File <ul><li>Create Bursting Control File </li></ul><ul><li>This is required for e-mail files or ...
Step 4: Upload Sample XML Data
Preview Output from Sample Data
Bursting Engine Features <ul><li>Burst individual documents from a batch </li></ul><ul><li>Dynamic generation based on dat...
Step 13: Program Call to Bursting Engine  Add following lines in After Report trigger to call Bursting Engine   Add code i...
Step 14: Configure PDFTOPS <ul><li>Configure PDFTOPS Utility to enable PDF printing on printers </li></ul>
Step 3: Save XML Data Output File
BI Publisher Setup Summary Load files and  Metadata to  Template Manager Define concurrent  Program using the data engine ...
BI Publisher IT/MIS-DEV Setups <ul><li>Create Data Template </li></ul><ul><li>Create Layout Template </li></ul><ul><li>Reg...
Define Concurrent Program & Executable
Add program to Request Group
BI Publisher User Steps <ul><li>User selects the report from a list </li></ul><ul><li>User enters parameter values </li></...
User selects the report
User Selects Template <ul><ul><li>User can select a different template from the LOV </li></ul></ul><ul><ul><li>Then a diff...
User can view the final output
Bursting Control File <ul><li>Accepts a data stream and splits it based on multiple criteria  </li></ul><ul><li>Generates ...
R12 BI Publisher Features <ul><li>Data Extraction Engine </li></ul><ul><li>Bursting Engine </li></ul><ul><li>Consolidated ...
R12 BI Publisher Features <ul><li>Template Manager </li></ul><ul><ul><li>Translation Manager </li></ul></ul><ul><ul><li>Co...
Data Extraction Engine <ul><li>Migration tools  </li></ul><ul><li>Development Tools available </li></ul><ul><li>Oracle Rep...
Font Manager
Translation Manager <ul><li>Translation manager supports two levels of translation </li></ul><ul><ul><ul><li>Regular Trans...
BI Publisher Benefits <ul><li>Reduce development and maintenance costs  </li></ul><ul><li>Consolidate reporting solutions ...
BI Publisher Benefits <ul><li>Reduce reporting tool training requirements </li></ul><ul><li>Faster report creation </li></...
References <ul><li>Oracle Reports to BI Publisher conversion demo viewlet -  http://www.oracle.com/technology/products/xml...
Q & A <ul><li>Please submit your session survey </li></ul><ul><li>Sessions details are as follows: </li></ul><ul><ul><li>T...
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14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher

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  • 14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher

    1. 1. 14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher Authors: Mohan Dutt & Parth Agnihotri, VeriSign Inc. Presenter: Mohan Dutt Session # 1882
    2. 2. BI Publisher Releases <ul><li>Release 11.5.10 </li></ul><ul><ul><li>XML Publisher 5.0 </li></ul></ul><ul><li>Post Release 11.5.10 </li></ul><ul><ul><li>XML Publisher 5.5 </li></ul></ul><ul><ul><ul><li>Performance, Translation, Template Builder, Common Regions </li></ul></ul></ul><ul><ul><li>XML Publisher 5.6 </li></ul></ul><ul><ul><ul><li>Administration UI, Data Engine, Book Binder </li></ul></ul></ul><ul><li>Release 12 </li></ul><ul><ul><li>BI Publisher 5.6.3 </li></ul></ul><ul><ul><ul><li>Runtime Optimization, Enhancements </li></ul></ul></ul>
    3. 3. Multiple Reporting Environments <ul><li>Multiple Reporting Solutions </li></ul><ul><li>High TCO </li></ul><ul><li>Dependent of IT resources for modification or maintenance </li></ul>Check Print Server Payment Server Invoice Server Report Formatter Label Manager Labels Delivery Server EFT/EDI Reports Checks Invoices Destinations
    4. 4. BI Publisher – Single Solution <ul><li>Use BI Publisher For: </li></ul><ul><ul><li>Authoring </li></ul></ul><ul><ul><li>Managing </li></ul></ul><ul><ul><li>Delivering </li></ul></ul><ul><li>Meet Business Requirements </li></ul><ul><li>Remove Complexity </li></ul><ul><li>Reduce TCO </li></ul>XML / EFT / EDI Invoices BI Publisher Reports Checks Labels Destinations
    5. 5. BI Publisher Overview <ul><li>Separation of the presentation of the report from its data structure </li></ul><ul><li>Collection of the data is still handled by your concurrent request </li></ul><ul><li>At runtime BI Publisher merges designed template files with the report data </li></ul><ul><li>Creates published output documents </li></ul>
    6. 6. 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 <ul><li>Word </li></ul><ul><li>Acrobat </li></ul><ul><li>Excel </li></ul>XSL Layout Tools PDF RTF HTML Excel Translations XLIFF Translations External Data
    7. 7. Step 1: Prepare Environment <ul><li>Prepare you environment by reviewing BI Publisher patches required </li></ul><ul><li>Apply patches as required </li></ul><ul><li>Provide BI Publisher Administrator </li></ul><ul><li>Get desktop installation of BI Publisher </li></ul><ul><li>Template Builder Toolbar should be available on MS Word after Installation </li></ul>
    8. 8. Step 2: Convert RDF Report <ul><li>Convert the RDF Report into XML format using rwconverter utility </li></ul>
    9. 9. Step 3: Create RTF Template <ul><li>Use RTFTemplateGenerator utility to generate data template from RDF Layout </li></ul>
    10. 10. Create Template <ul><li>Insert XML field in the template – Insert Menu -> Field option </li></ul><ul><li>All the headers and summary level details can be inserted using this feature </li></ul>
    11. 11. Create Template <ul><li>Insert Table – Insert Menu -> Table / Form -> Select Wizard option. All the line level details can be inserted using this feature </li></ul>
    12. 12. Create Template <ul><li>Insert Table </li></ul>
    13. 13. Create Template <ul><li>Conditional Formatting – display lines with LINE_TYPE=‘LINE’ </li></ul>
    14. 14. Template Builder <ul><li>New Cross Tab Wizard </li></ul><ul><ul><li>Multiple Levels </li></ul></ul><ul><ul><li>Totals </li></ul></ul><ul><li>Enhanced Chart Dialog </li></ul><ul><ul><li>Multiple Line Charts </li></ul></ul><ul><ul><li>3D Charts with Gradients </li></ul></ul><ul><ul><li>Color Schemas </li></ul></ul><ul><ul><li>Real Preview </li></ul></ul><ul><li>New Table Wizard </li></ul><ul><li>Translation Support </li></ul><ul><ul><li>Generate XLIFF file </li></ul></ul><ul><ul><li>Test Translations </li></ul></ul><ul><li>Template Validation </li></ul>
    15. 15. Configuration Manager
    16. 16. Data Extraction Engine <ul><li>Fast, scalable extraction engine </li></ul><ul><li>Integrated into concurrent manager </li></ul><ul><li>Offers all that Oracle Reports offers plus 30-40% faster </li></ul><ul><ul><li>Multiple queries + joins </li></ul></ul><ul><ul><li>Event triggers </li></ul></ul><ul><ul><li>Flexfield support </li></ul></ul><ul><ul><li>Data Structure </li></ul></ul>
    17. 17. Step 4: Generate PL/SQL packages <ul><li>DataTemplateGenerator utility also creates PL/SQL packages for RDF Report triggers </li></ul>
    18. 18. Step 5: Execute code generated <ul><li>Execute the .pls files in the database </li></ul><ul><li>Review the code before executing the .pls files </li></ul><ul><li>One may need to change the code </li></ul>
    19. 19. Step 7: Set Output Format to XML <ul><li>Set Concurrent Program Output Format to XML </li></ul>
    20. 20. Step 8: Create Data Definition <ul><li>Create Data Definition from XML Publisher Administrator responsibility </li></ul>
    21. 21. Step 9: Register Data Definition
    22. 22. Step 10a: Register Template <ul><li>Upload data template generated in Step 3 to Data Definition </li></ul>
    23. 23. Step 10b: Register Layout Template
    24. 24. Data Template Structure <?xml version=&quot;1.0&quot; encoding=&quot;WINDOWS-1252&quot; ?> < dataTemplate name=&quot;dataTemplateName&quot; description=&quot;Template description&quot; version=&quot;1.0“ > < parameters > <parameter name=&quot;department&quot; dataType=&quot;character” defaultValue=“10” />> </ parameters > < dataQuery > <sqlStatement name=&quot;Q1&quot;> <![CDATA[ SELECT EMPNO,ENAME,SAL from emp where deptno= :department ]]> </sqlStatement> </ dataQuery > < dataStructure > <group name=&quot;G_EMPLOYEE&quot; source=&quot;Q1&quot;> <element name=“EMPLOYEE_NUMBER“ value=“EMPNO&quot; /> <element name=“ENPLOYEE_NAME&quot; value=“ENAME&quot;/> <element name=“SALARY&quot; value=“SAL”/> </group> </ dataStructure > </ dataTemplate > Define Parameters Define Data Query Define Data Structure
    25. 25. Step 11: Create Layout Template
    26. 26. Step 12: Create Bursting File <ul><li>Create Bursting Control File </li></ul><ul><li>This is required for e-mail files or delivering reports directly to the printer </li></ul>
    27. 27. Step 4: Upload Sample XML Data
    28. 28. Preview Output from Sample Data
    29. 29. Bursting Engine Features <ul><li>Burst individual documents from a batch </li></ul><ul><li>Dynamic generation based on data </li></ul><ul><li>Deliver in desired layout and output format </li></ul><ul><li>Deliver down desired delivery channel </li></ul><ul><li>Integrated into concurrent processing </li></ul>Batch Data Control File XML Publisher Templates XML EDI HTML PDF PDF
    30. 30. Step 13: Program Call to Bursting Engine Add following lines in After Report trigger to call Bursting Engine Add code in After Report trigger to call Bursting Engine for delivery of reports
    31. 31. Step 14: Configure PDFTOPS <ul><li>Configure PDFTOPS Utility to enable PDF printing on printers </li></ul>
    32. 32. Step 3: Save XML Data Output File
    33. 33. 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
    34. 34. BI Publisher IT/MIS-DEV Setups <ul><li>Create Data Template </li></ul><ul><li>Create Layout Template </li></ul><ul><li>Register data and template definition metadata and load data template and layout template </li></ul><ul><li>Define concurrent program </li></ul><ul><li>Add concurrent program to request group </li></ul>
    35. 35. Define Concurrent Program & Executable
    36. 36. Add program to Request Group
    37. 37. BI Publisher User Steps <ul><li>User selects the report from a list </li></ul><ul><li>User enters parameter values </li></ul><ul><li>User can select a template, language and output format and submit the report </li></ul><ul><li>User can view the final output via the Monitor Requests form </li></ul>
    38. 38. User selects the report
    39. 39. User Selects Template <ul><ul><li>User can select a different template from the LOV </li></ul></ul><ul><ul><li>Then a different language if available </li></ul></ul><ul><ul><li>Then an output format </li></ul></ul>
    40. 40. User can view the final output
    41. 41. Bursting Control File <ul><li>Accepts a data stream and splits it based on multiple criteria </li></ul><ul><li>Generates output based on a template </li></ul><ul><li>Delivers the individual documents through the delivery channel of choice (Email, Fax, Printer, File system, FTP) </li></ul>
    42. 42. R12 BI Publisher Features <ul><li>Data Extraction Engine </li></ul><ul><li>Bursting Engine </li></ul><ul><li>Consolidated Document Publishing </li></ul><ul><li>Template Enhancements </li></ul><ul><ul><li>RTF Templates </li></ul></ul><ul><ul><li>Template Builder </li></ul></ul><ul><li>Delivery Manager </li></ul>
    43. 43. R12 BI Publisher Features <ul><li>Template Manager </li></ul><ul><ul><li>Translation Manager </li></ul></ul><ul><ul><li>Configuration Manager </li></ul></ul><ul><ul><li>Font Manager </li></ul></ul><ul><li>Integration </li></ul><ul><ul><li>OA Framework Report Viewer </li></ul></ul><ul><ul><li>Single Step Reporting </li></ul></ul><ul><li>Performance </li></ul><ul><ul><li>Reduced processing time, memory footprint and temporary file space </li></ul></ul>
    44. 44. Data Extraction Engine <ul><li>Migration tools </li></ul><ul><li>Development Tools available </li></ul><ul><li>Oracle Report file conversion utility </li></ul><ul><li>Data Template Tester </li></ul><ul><li>Visual Builder </li></ul>
    45. 45. Font Manager
    46. 46. Translation Manager <ul><li>Translation manager supports two levels of translation </li></ul><ul><ul><ul><li>Regular Translation – same layout different language </li></ul></ul></ul><ul><ul><ul><li>Localized Translation – different layout – different language </li></ul></ul></ul>
    47. 47. BI Publisher Benefits <ul><li>Reduce development and maintenance costs </li></ul><ul><li>Consolidate reporting solutions </li></ul><ul><li>Consolidate data sources </li></ul><ul><li>Functional users build and customize layouts </li></ul><ul><li>In-house printing and delivery now achievable </li></ul><ul><li>Increase developer productivity </li></ul>
    48. 48. BI Publisher Benefits <ul><li>Reduce reporting tool training requirements </li></ul><ul><li>Faster report creation </li></ul><ul><li>Improve performance </li></ul><ul><li>Faster data extraction </li></ul><ul><li>Fewer database hits </li></ul><ul><li>Layout level formatting </li></ul>
    49. 49. References <ul><li>Oracle Reports to BI Publisher conversion demo viewlet - http://www.oracle.com/technology/products/xml-publisher/demoshelf/viewlets/bip_oraclereportsmigration_viewlet_swf.html </li></ul><ul><li>BI Publisher documentation that talks about conversion utility - http://download.oracle.com/docs/cd/E12844_01/doc/bip.1013/e10416/convertrpts.htm#BABGJHAB </li></ul>
    50. 50. Q & A <ul><li>Please submit your session survey </li></ul><ul><li>Sessions details are as follows: </li></ul><ul><ul><li>Title: 14 Easy Steps to End-User Empowerment: Convert Custom Reports to BI Publisher </li></ul></ul><ul><ul><li>Authors: Mohan Dutt & Parth Agnihotri, VeriSign Inc. </li></ul></ul><ul><ul><li>Presenter: Mohan Dutt </li></ul></ul><ul><ul><li>Session # 1882 </li></ul></ul><ul><li>The presentation is available for download at http://tinyurl.com/col09session1882 </li></ul><ul><li>For follow-up questions please e-mail at mdutt@verisign.com </li></ul>

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