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Introduction To Oracle BI Publisher in R1

This document provides an introduction to BI Publisher in Oracle E-Business Suite R12. It discusses the standard concepts of BI Publisher including using Oracle Reports or data templates to generate XML data, creating layout templates, running reports, bursting and delivery. It also covers how some EBS applications like Advanced Procurement have implemented BI Publisher outside the standard. Help resources like documentation, blogs, forums and support are also reviewed.

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sarfraj ahamad
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198 views46 pages

Introduction To Oracle BI Publisher in R1

This document provides an introduction to BI Publisher in Oracle E-Business Suite R12. It discusses the standard concepts of BI Publisher including using Oracle Reports or data templates to generate XML data, creating layout templates, running reports, bursting and delivery. It also covers how some EBS applications like Advanced Procurement have implemented BI Publisher outside the standard. Help resources like documentation, blogs, forums and support are also reviewed.

Uploaded by

sarfraj ahamad
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Introduction to BI Publisher in R12:

Getting Started

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 2-Star Elite partner for 2011
 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 [email protected]
 http://www.thelowedownblog.com
Agenda

 Introduction
 General Concepts
• BIP in EBS
• Data Creation
• Layout Template Creation
• Output
• Delivery
 Deviations from the Standard
 Where/How to Get Help
 Wrap-up and Q&A
Introduction – BI Publisher
General Concepts

 BIP in EBS

 Data Model

 Layout Templates

 Report Creation

 Bursting and Delivery


BIP in EBS R12
BIP in EBS R12

BI Publisher == XML Publisher

For EBS: 5.6.3

Running R12? -> Congrats, you already have 5.6.3!


Running 11i? -> MOS 422508.1 – About Oracle XMLP Release 5.6.3
Get to the Latest Version of BIP for EBS

Patch 5.6.3!

MOS 1138602.1 – Overview of Available Patches for


Oracle XML Publisher (embedded in Oracle E-
Business Suite)

Some Individual Patches are available


Patch Sets are rolled into ATG Family Packs.
New Responsibility
Data Model – Creating the XML
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!

 But aren’t Oracle Reports going away?


Data Model: Oracle Reports

 Demo – How to setup Oracle Reports to output XML


Data Model: Data Template

 Native BI Publisher Concept – Exists as text based


file that looks like XML

 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
 2000+ Data Templates included in R12.1
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
Latest version is 11.1.1.3.0
Use the version built with the same libraries as 5.6.3 -> 10.1.3.2
Patch 5887917

 Oracle’s “Anatomy of a Template” Presentation (MOS 740964.1)

 2700+ Templates included in R12.1


Layout Template -> Registration

 XML Publisher Administrator Responsibility ->


Templates.

 Upload Template, Associate with Data Definition,


Assign Locale, Preview Finished Report.

 Demonstration
Report Creation
Report Creation

 EBS Supported Output Formats


• Excel
• FO
• HTML
• PDF
• RTF

 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
Deviations from the Standard

 EBS Application developers have used BIP APIs


outside of ATG’s standard
• Advanced Procurement
• Advanced Collections
• Payables
Advanced Procurement

 PO Approval Process – Release Purchase Orders


based on workflow process.

 Variations
 Setup
 XML Generation & Layout Templates
 Report Generation & Delivery
 Other Uses
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 based on the seeded views:
 PO_HEADERS_XML
 PO_LINES_XML
 PO_DISTRIBUTION_XML
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)
Help!

 Where to find help when you need it!


Help! - Documentation
 Documentation!
http://www.oracle.com/technetwork/middleware/bi-publisher/overview/index.html
Help! - Blogs
 Tim Dexter/BIP Official Blog: http://blogs.oracle.com/xmlpublisher

 A BI Publisher developer’s diary:


http://blogs.oracle.com/BIDeveloper/

 Oracle BI Publisher Consulting: http://bipconsulting.blogspot.com/

 BI Publisher Blog - Ike Wiggins: http://bipublisher.blogspot.com/

 In Depth Apps - eBusiness Suite - Gareth Roberts:


http://garethroberts.blogspot.com/

 The Lowe Down – http://www.thelowedownblog.com


Help! Oracle Forums

http://forums.oracle.com/forums/forum.jspa?forumID=245

How to Get Help on Forums:


a. Search First, Ask Second
b. Be someone (not user8840234)
c. Be Specific
Help! – Oracle Community

 Oracle E-Business Suite -> BI Publisher

Forums
Community Contributed Resource Documents
examples: Troubleshooting Oracle XML Publisher
How To Install a Font Using XMLP Admin
Help! – My Oracle Support

Open an official SR
Conclusion

 BI Publisher is a powerful tool

 BIP is tightly integrated within R12

 Not all applications are utilizing what is considered


to be the standard.

 Hopefully able to give a good intro to BIP in R12


Contact Information:
Brent Lowe
STR Software
[email protected]
www.thelowedownblog.com
www.strsoftware.com

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