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Best Implementation Practices with BI Publisher

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Mohan Dutt
Mohan Dutt

Oracle OpenWorld 2010 presentation by Mohan Dutt and Brent Lowe

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Best Implementation Practices with Oracle Business Intelligence Publisher Mohan Dutt Brent Lowe VeriSign Inc. STR Software
About The Presenter: Brent Lowe ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
About The Presenter: Mohan Dutt ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Typical Scenario: Multiple Reporting Environments ,[object Object],[object Object],[object Object],Check Print Server Payment Server Invoice Server Report Formatter Label Manager Labels Delivery Server Checks Invoices Destinations EFT/EDI Reports
Business Intelligence Publisher – Single Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],XML / EFT / EDI Reports Checks Labels Destinations Invoices BI Publisher
Business Intelligence Publisher ,[object Object],[object Object],[object Object],[object Object]
Business Intelligence Publisher Overview Layout Templates XML EDI EFT Output Formats Destinations PDF HTML Excel Power Point CSV Flash RTF Data Sources ,[object Object],[object Object],[object Object],Layout Tools ,[object Object],[object Object],[object Object],XSL BI Publisher Email Printer Fax e-Commerce Repository Web Services Oracle 10g, Oracle BI EE, Oracle BI Apps SQL Server E-Business Suite, PeopleSoft, Siebel, JDE OLAP
Best Implementation Practice ,[object Object]
Get to the Latest Version of BIP for EBS 10.1.3.4.1 5.6.3 XML Publisher BI Publisher 11g ????????!!!!!!!!!
Get to the Latest Version of BIP for EBS ,[object Object],[object Object],[object Object],[object Object]
Get to the Latest Version of BIP for EBS ,[object Object],[object Object],[object Object],[object Object]
BI Publisher Releases ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Implementation Practice ,[object Object]
Know Oracle’s Published Best Practices http://www.oracle.com/technetwork/middleware/bi-publisher/overview/index.html
Know Oracle’s Published Best Practices ,[object Object],[object Object],[object Object],[object Object]
Best Implementation Practice ,[object Object]
Utilize the Correct Tools ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Implementation Practice ,[object Object]
Know what BIP is Capable of Within Different Applications ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Implementation Practice ,[object Object]
Understand Your Delivery Options ,[object Object],[object Object],[object Object],[object Object],[object Object]
Delivery Options – Bursting Control Files Email Printer Fax
Delivery Options – 12.1 RUP3
Delivery Options 12.1 RUP3
Delivery Options – Individual Apps ,[object Object]
Delivery Options – Java APIs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Delivery Options - Functionality ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Delivery Options - Status ,[object Object],[object Object],[object Object],[object Object]
Best Implementation Practice ,[object Object]
Understand How to Troubleshoot ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Best Implementation Practice ,[object Object]
Know When/How/Where to Ask For Help!
Help! - Documentation ,[object Object]
Help! - Debugging ,[object Object],[object Object]
Help! Oracle Forums ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Help! – Oracle Community ,[object Object],[object Object],[object Object],[object Object],[object Object]
Help! – My Oracle Support ,[object Object]
Best Practices ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Implementation Case Study ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Prepare Environment ,[object Object],[object Object],[object Object],[object Object],[object Object]
Step 1: Convert the RDF report into XML format ,[object Object],[object Object],rwconverter batch=yes source=c:X_TRX_PRINT.rdf dest=c:X_TRX_PRINT.xml dtype=xmlfile overwrite=yes
Step 2: Create RTF Template ,[object Object],[object Object],[object Object],[object Object]
Create RTF Template – Template Builder ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Create RTF Template ,[object Object],[object Object],[object Object]
Create RTF Template ,[object Object],[object Object]
Create RTF Template ,[object Object],[object Object],[object Object]
Create RTF Template ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Create RTF Template ,[object Object]
Step 3: Create Data Template ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Create Data Template ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Create Data Template ,[object Object],[object Object],[object Object],[object Object],[object Object]
Step 4: Execute PLSQL code generated ,[object Object],[object Object],[object Object],[object Object]
Step 5: Register new Concurrent Program ,[object Object],[object Object]
Step 6: Register Data Definition
Register Data Definition ,[object Object]
Step 7: Register Layout Template
Step 8: Create Bursting Control File ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Batch Data Control File XML Publisher Templates XML EDI HTML PDF PDF
Create Bursting Control File ,[object Object],[object Object],[object Object]
Step 9: Upload Bursting Control File to Data Definition
Step 10: Program Call to Bursting Engine ,[object Object],[object Object]
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 ,[object Object],[object Object],[object Object],[object Object],[object Object]
BI Publisher User Steps ,[object Object],[object Object],[object Object],[object Object]
BI Publisher User Steps ,[object Object]
BI Publisher User Steps ,[object Object],[object Object],[object Object],[object Object]
BI Publisher User Steps ,[object Object]
CTC Implementation
Invoice Print Programs ,[object Object],[object Object],[object Object],[object Object],[object Object]
Invoice Print Program Changes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Setup Changes ,[object Object],[object Object],[object Object],[object Object]
Setup Changes ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
VeriSign Bursting Engine ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Printer Issues ,[object Object],[object Object],[object Object],[object Object],[object Object]
Printer Issues ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Printer Issues ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
RTR Implementation
11i Environment Setup ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
RTR – Development/Migration Procedure ,[object Object],[object Object],[object Object],[object Object]
RTR – Development/Migration Procedure (Continued…) ,[object Object],[object Object],[object Object],Generate XML Data
RTR – Development/Migration Procedure (Continued…) ,[object Object],[object Object]
RTR – Development/Migration Procedure (Continued…) ,[object Object],[object Object],RTF Template Creation
RTR – Development/Migration Procedure (Continued…) ,[object Object]
RTR – Development/Migration Procedure (Continued…) ,[object Object],[object Object]
RTR – Development/Migration Procedure (Continued…) ,[object Object],[object Object]
Troubleshooting Oracle XML Publisher For The Oracle E-Business Suite ,[object Object],[object Object],[object Object],[object Object],[object Object]
Troubleshooting Oracle XML Publisher For The Oracle E-Business Suite (Continued…) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Troubleshooting Oracle XML Publisher For The Oracle E-Business Suite (Continued…) ,[object Object]
Troubleshooting Oracle XML Publisher For The Oracle E-Business Suite (Continued…) ,[object Object]
Troubleshooting Oracle XML Publisher For The Oracle E-Business Suite (Continued…) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Note: If the issue is not fixed even after restarting the process then the Concurent Manager needs to be bounced.
Troubleshooting Oracle XML Publisher For The Oracle E-Business Suite (Continued…)
PTP Implementation
PTP XML Conversions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Purchasing Objects Conversion ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Payables Objects Conversion – ACH Remittances ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Payables Objects Conversion – Checks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Reporting Objects Conversion ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Check Printing: Additional XML Setups ,[object Object],[object Object],[object Object],[object Object]
R12 BI Publisher Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
BI Publisher Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
BI Publisher Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business Intelligence Publisher Blogs ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Contact Information: Brent Lowe STR Software [email_address] www.thelowedownblog.com www.strsoftware.com
Contact Information: Mohan Dutt VeriSign Inc [email_address] www.ebizocp.blogspot.com
Thanks to Oracle Mix Voters ,[object Object],[object Object]
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Best Implementation Practices with BI Publisher

  • 1. Best Implementation Practices with Oracle Business Intelligence Publisher Mohan Dutt Brent Lowe VeriSign Inc. STR Software
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  • 10. Get to the Latest Version of BIP for EBS 10.1.3.4.1 5.6.3 XML Publisher BI Publisher 11g ????????!!!!!!!!!
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  • 15. Know Oracle’s Published Best Practices http://www.oracle.com/technetwork/middleware/bi-publisher/overview/index.html
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  • 23. Delivery Options – Bursting Control Files Email Printer Fax
  • 24. Delivery Options – 12.1 RUP3
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  • 33. Know When/How/Where to Ask For Help!
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  • 55. Step 6: Register Data Definition
  • 56.
  • 57. Step 7: Register Layout Template
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  • 60. Step 9: Upload Bursting Control File to Data Definition
  • 61.
  • 62. 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
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  • 91. Troubleshooting Oracle XML Publisher For The Oracle E-Business Suite (Continued…)
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  • 102.
  • 103. Contact Information: Brent Lowe STR Software [email_address] www.thelowedownblog.com www.strsoftware.com
  • 104. Contact Information: Mohan Dutt VeriSign Inc [email_address] www.ebizocp.blogspot.com
  • 105.
  • 106. Q & A

Editor's Notes

  1. Misc profile values Different ways to setup templates and generate XML Different delivery methods, delivery configuration