Document 823360.

1 2/26/18, 1(43 AM

PowerView is Off Switch to Cloud Support Franklin (Available) (0) Contact Us Help

Dashboard Knowledge Service Requests Patches & Updates 823360.1

Give Feedback... You have been directed to this document based on an ID match. Alternatively, click here to search on this phrase. Hide

Copyright (c) 2018, Oracle. All rights reserved.

Siebel BI Publisher 8 Reports Business Service (Doc ID 823360.1) To Bottom

In this Document Was this document helpful?

Purpose Yes

Scope No

Details
Setup Overview Document Details
Quick Setup Steps
Type:
BULLETIN
Status:
APPLIES TO: Last Major
PUBLISHED
02-Jan-2014
Update:
13-Oct-2016
Siebel Reports - Version 8.0.0.9[20433] to 8.1.1.6 [21233] [Release V8] Last Update:
Information in this document applies to any platform.

Related Products
PURPOSE
Siebel Reports
The Reports Business Service enables BI Publisher reports to be executed from the Siebel application via a Workflow Process, or
through scripting. The report is generated in the background by connecting to the BI Publisher server. The report output is Information Centers
stored in the Siebel File System and accessed from the My BI Publisher Reports view. The Reports Business Service can not be
Information Center: Using
executed on the Mobile Web Client. Siebel CRM Reports 7 and
later [1488305.2]
SCOPE

The technical document is aimed at Siebel configurators. The steps are straight-forward. An SRF compilation is required to Document References
deploy the new Business Object, Business Service and test the Workflow. No References available for
this document.
It is recommended to use the attachde archive files for this configuration and testing of the Reports Business Service as
documented in the 'Quick Setup Steps'. The 'Complete Setup Steps with Technical Detail' show the exact configuration changes.
Recently Viewed

DETAILS Siebel BI Publisher 8

Reports Business Service
[823360.1]
Setup Overview Using Oracle BI Publisher
for Siebel Proposals
To use the Reports Business Service and example Workflow Process requires the following steps: [1362460.1]
Siebel BI Publisher Reports
1. Add additional methods and arguments to the XMLP Business Services Business Service (8.1.1.7+)
[1425724.1]
2. Add example Workflow Processes
3. Add a new Business Object Siebel Client Installation -
Getting OUI-10133 Error
4. Compile the SRF [1613509.1]
5. Activate and deploy the Workflow Processes
S_SRM_TASK_HIST table
Logging For EAI
Quick Setup Steps Transactions [1370150.1]
Show More
Use the sif files below for importing the objects detailed in the technical note. The files are included in the Reports Business
Service.zip archive file.

BIP Business Service.sif

Report Output Business Object.sif
BIP Create Report Output WF Process.sif
BIP Report Generation WF Process.sif
BIP Workflow Simulator.xml
BIP Workflow Simulator Input Args.xml

1. Backup all XMLP* Business Services to a sif archive file.

2. Import sif file 'BIP Business Service.sif' which includes the changes and new methods to XMLP Business Services.
3. Import sif file 'Report Output Business Object.sif which will create a new Business Object.
4. Import sif files 'BIP Create Report Output WF Process.sif' and 'BIP Report Generation WF Process.sif' which will create

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=170991443112186&id=823360.1&_adf.ctrl-state=13o7gps2fx_211 Page 1 of 11
Document 823360.1 2/26/18, 1(43 AM

4. Import sif files 'BIP Create Report Output WF Process.sif' and 'BIP Report Generation WF Process.sif' which will create
example Workflow Processes
5. Compile the SRF, log back into the application
6. Activate the new Workflow Processes in the application. Go to Site Map > Administration - Business Process > Workflow
Deployment > Active Workflow Processes > Query for BIP* > select and Activate.

Note: 'Merge' option should be used instead of override during sif import.

Test

1. Execute the Workflow by navigating to Administration - Business Service > Simulator

2. Create a new record and click Load File. Open file 'BIP Workflow Simulator.xml' to load the example Workflow Process.
Alternatively enter the following values:

Business Service: Workflow Process Manager

Method Name: RunProcess

3. Enter the Input Arguments. Click Load File. Open the file 'BIP Workflow Simulator Input Args.xml'. This will load the following
input arguments, change according to your environment.

4. If you are using Siebel Version 8.1.1.5, then in "Input Arguments" update the Bookmark Search to ('Account'.Search = "
[Name] Like'A*'").

The syntax is "IC Name".Search = "[IC Field Name] Like'A*'"

Inputs

Name Value

ProcessName BIP Report Generation

BIP User ID Administrator

BIP Password Administrator

Integration Object BIP Accounts - Current Query

Bookmark [Name] LIKE 'A*'

ViewMode Organization
Language Code ENU

Report Name Account List

Report Output Type HTML

5. Run
6. Navigate to My Reports view and download the report. If there is no data check the Bookmark query is valid.

Complete Setup Steps with Technical Detail

1. Add methods to the Business Service in Siebel Tools

In Siebel Tools, for the existing BI Publisher business services, arguments for some of the methods need to be added in order to
support Workflow configuration.

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=170991443112186&id=823360.1&_adf.ctrl-state=13o7gps2fx_211 Page 2 of 11
Document 823360.1 2/26/18, 1(43 AM

1.1. XMLP Data Service

Method Name - BuildMultiXMLData

Description - This method is used for generating sample data for multiple Integration Objects.
Method Arguments - Add the following method arguments for the BuildMultiXMLData method:

Name Data Type Type Optional

IntegrationObject String Input False

Example runtime values:-

Inputs

Name Value

IntegrationObject BIP Accounts - Current Query

BIP Accounts - Current Query IO

BIP Current Account Service Profile IO

Method Name - BuildXMLData

Description - This method is used for building sample data for single Integration Object.
Method Arguments - Add the following method arguments for the BuildXMLData method:

Name Data Type Type Optional

IntegrationObject String Input False

Example runtime values:-

Inputs

Name Value

IntegrationObject BIP Accounts - Current Query

Method Name - GetDataAsBinary

Description : This method is used for pushing the run time Siebel data in binary form to the BI Publisher Server.
Method Arguments: Add the following method arguments for the GetDataAsBinary method.

Name Data Type Optional Storage Description

Type Type
https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=170991443112186&id=823360.1&_adf.ctrl-state=13o7gps2fx_211 Page 3 of 11
Document 823360.1 2/26/18, 1(43 AM

Type Type

EnableChunk String Output False Property This flag is for enabling chunking or non-chunking during the
pushing of Siebel data and downloading the report output
between Siebel and the BI Publisher Server.

IntegrationObject String Input False Property Name of the Integration Object for the primary Business Object.

Bookmark String Input True Property The user specified search specification on the active view.
E.g. [Name] Like '3Com*'

ViewMode String Input True Property Visibility of the current active view. E.g. Organization

reportFileName String Output True Property The temporary file generated for the Siebel data in the BI
Publisher Server.

<Value> String Output True Value Siebel data for the report generation in binary form.

Example runtime values:-

Inputs

Name Value

IntegrationObject BIP Accounts - Current Query

Bookmark [Name] Like 'A*'

ViewMode Organization

Outputs

Name Value

EnableChunk TRUE

reportFileName xmlp91996317.tmp

1.2. XMLP Adapter Service

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=170991443112186&id=823360.1&_adf.ctrl-state=13o7gps2fx_211 Page 4 of 11
Document 823360.1 2/26/18, 1(43 AM

Method Name - RunBIPReport

Description - This method is used for generating the report.
Method Arguments: Add the following method arguments for the RunBIPReport method.

Name Data Type Optional Storage Description

Type Type

BIPPassword String Input False Property BI Publisher server password for session authentication.

BIPUserId String Input False Property BI Publisher server User Id for session authentication.

EnableChunk String Input False Property This flag is for enabling chunking or non-chunking during
downloading the report output between Siebel and BI Publisher
Server.

LanguageCode String Input False Property Language code where the Siebel Object Manager is running.

ReportName String Input False Property Language independent report name to be generated.

ReportOutputId String Input False Property Row Id of Report Output BC for the generating report.

ReportOutputType String Input False Property The output format in which the report has to be generated.

ReportSelected String Input False Property The language dependent report name.

reportFileName String Input True Property The temporary file generated for the Siebel data in the BI
Publisher server.

Example runtime values:-

Inputs

Name Value

BIPUserId Administrator

BIPPassword Administrator

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=170991443112186&id=823360.1&_adf.ctrl-state=13o7gps2fx_211 Page 5 of 11
Document 823360.1 2/26/18, 1(43 AM

BIPPassword Administrator

EnableChunk True

LanguageCode ENU

ReportName Account List

ReportOutputId 88-320FR

ReportOutputType PDF

ReportSelected Account List

reportFileName xmlp91996317.tmp 1.3. XMLP Driver Service

Add this method and the following arguments.

Method Name - GenerateBIPReport

Description - This method is used for running the Siebel report. This is the final method which has to be used to report
generation. This will internally generate Siebel binary data and push this to BI Publisher server.

Method Arguments: Add the following method arguments for the GenerateBIPReport method.

Name Data Type Optional Storage Description

Type Type

BIPPassword String Input False Property BI Publisher server password for session authentication.

BIPUserId String Input False Property BI Publisher server User Id for session authentication.

EnableChunk String Input False Property This flag is for enabling chunking or non-chunking during
downloading the report output between Siebel and BI Publisher
Server.

LanguageCode String Input False Property Language code where the Siebel Object Manager is running.

ReportName String Input False Property Language independent report name to be generated.

ReportOutputId String Input False Property Row Id of Report Output BC for the generating report.

ReportOutputType String Input False Property The output format in which the report has to be generated.

ReportSelected String Input False Property The language dependent report name.

reportFileName String Input True Property The temporary file generated for the Siebel data in the BI
Publisher server.

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=170991443112186&id=823360.1&_adf.ctrl-state=13o7gps2fx_211 Page 6 of 11
Document 823360.1 2/26/18, 1(43 AM

2. Create new Business Object

In order to generate the report using Workflow, a new record has to be created in the Report Output BC. To create a new record
in Report Output BC, we have to add a new Business Object.

2.1. Create a new Business Object with the following properties

Name Primary Business Component Query List Business Component

Report Output Report Output BC Query List

2.2. Add the following Business Object Components

Name Link
Report Output BC

Report Output BC.Sequence

Number (Sequence)

3. Create new Workflow Process

In Siebel Tools create new Workflow Processes for Siebel BI Publisher report generation.

3.1. Create a new Workflow Process - BIP Create Report Output

Create a new Workflow Process with the following properties

3.1.1. Workflow Process - BIP Create Report Output

Process Name Workflow Mode Business Object

BIP Create Report Output Service Flow Report Output

3.1.2. WF Process Prop

Name In/Out Business Object Data Type Description

Report Name In Report Output String The new report name to be created.

ReportOutputId Out Report Output String Row Id of Report Output BC for the generating report.

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=170991443112186&id=823360.1&_adf.ctrl-state=13o7gps2fx_211 Page 7 of 11
Document 823360.1 2/26/18, 1(43 AM

3.1.3 WF Process Prop

Name Type Business Component Operation

Start Start
New Report Siebel Operation Report Output BC Insert

End 0 End

3.1.4. WF Step Branch

Step Name Name Type To Step Name

Start Connector 0 Default New Report

New Report Connector 1 Connector End 0

3.1.5. WF Step I/O Arguments

Step Name Type Field Name Sub Process Input Method Arg Property
Name Arg Name
New Report Name Process Report Name Report Name Report Name Report Name
Report Property

ReportOutputFileName Process ReportOutputFileName ReportOutputFileName ReportOutputFileName Report Name

Property

Owner Id Expression Owner Id Owner Id Owner Id

Time Generated Expression Time Generated Time Generated Time Generated

O:New Report70 Expression O:New Report70 O:New Report70 O:New Report70 ReportOutputId

3.2. Create a new Workflow Process - BIP Report Generation

Create a new Workflow Process with the following properties

3.2.1. Create a new Workflow Process - BIP Report Generation

Process Name Workflow Mode Business Object

BIP Report Generation Long Running Flow

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=170991443112186&id=823360.1&_adf.ctrl-state=13o7gps2fx_211 Page 8 of 11
Document 823360.1 2/26/18, 1(43 AM

3.2.2. WF Process Prop

Name In/Out Business Data Description

Object Type
BIP Password In String BI Publisher server password for session authentication.

BIP User ID In String BI Publisher server User Id for session authentication.

Bookmark In String The user specified search specification on the active view. E.g. [Name]
Like '3Com*'

Integration In String Name of the Integration Object for the primary Business Object.
Object

Language Code In String Language code where the Siebel Object Manager is running.

Report Name In String Language independent report name to be generated.

Report Output In String The output format in which the report has to be generated.
Type
ReportOutputId In/Out String Row Id of Report Output BC for the generating report.

ViewMode In String Visibility of the current active view. E.g. Organization.

reportFileName Out String Temporary file generated for the Siebel data in the BI Publisher
Server.

3.2.3. WF Step

Name Type Business Business Service Subprocess Business Operation

Service Name Method Name Component

Start Start Report Output

BC

BIP New Report Sub BIP Create Report

Output Process Output
RunReport Business XMLP Driver GenerateBIPReport
Service Service
End 0 End

3.2.4. WF Step Branch

Step Name Name Type To Step Name

Start Connector 0 Default BIP New Report Output

BIP New Report Output Connector 2 Connector RunReport

RunReport Connector 1 Connector End 0

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=170991443112186&id=823360.1&_adf.ctrl-state=13o7gps2fx_211 Page 9 of 11
Document 823360.1 2/26/18, 1(43 AM

3.2.5 WF Step I/O Arguments

Step Name Type Field Name Sub Process Method Arg Property Value/Search
Name Input Arg Name Specification

BIP New Report Name Process Report Name Report Name Report Name Report Name
Report Property
Output
BIP New O:BIP New Output O:BIP New O:BIP New O:BIP New ReportOutputId
Report Report Output20 Argument Report Output20 Report Output20 Report Output20
Output
RunReport LoginId Expression LoginId LoginId LoginId LoginId()

RunReport BIPUserId Process BIPUserId BIPUserId BIPUserId BIP User ID

Property

RunReport BIPPassword Process BIPPassword BIPPassword BIPPassword BIP Password

Property
RunReport ReportName Process ReportName ReportName ReportName Report Name
Property
RunReport ReportOutputType Process ReportOutputType ReportOutputType ReportOutputType Report Output
Property Type

RunReport LanguageCode Process LanguageCode LanguageCode LanguageCode Language Code

Property

RunReport ReportOutputId Process ReportOutputId ReportOutputId ReportOutputId Report Output

Property Id

ReportSelected Process ReportSelected ReportSelected ReportSelected Report Name

Property
IntegrationObject Process IntegrationObject IntegrationObject IntegrationObject Integration
Property Object
ViewMode Process ViewMode ViewMode ViewMode View Mode
Property

MethodName Literal MethodName MethodName MethodName GenerateBIPReport

Bookmark Process Bookmark Bookmark Bookmark Bookmark
Property
LDAPEnabled Literal LDAPEnabled LDAPEnabled LDAPEnabled True

4. Deploy and Test Configuration

4.1 Compile the SRF, log back into the application

4.2 Activate the new Workflow Processes in the application. Go to Site Map > Administration - Business Process
> Workflow

Deployment > Active Workflow Processes > Query for BIP* > select and Activate.

4.3 To test, follow the test steps detailed at the beginning of the document.

Didn't find what you are looking for? Ask in Community...

Attachments
Report Business Service.zip (6.58 KB)

Related
Products
Siebel > Customer Relationship Management > CRM - Enterprise Edition > Siebel Reports

Keywords
BI PUBLISHER; BUSINESS SERVICES; CONFIGURATION; INTEGRATION; PUBLISHER; REPORT; SERVICES; WORKFLOW PROCESS; SBLTOPDOCS

Back to Top

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=170991443112186&id=823360.1&_adf.ctrl-state=13o7gps2fx_211 Page 10 of 11
Document 823360.1 2/26/18, 1(43 AM

Back to Top
Copyright (c) 2018, Oracle. All rights reserved. Legal Notices and Terms of Use Privacy Statement

https://support.oracle.com/epmos/faces/DocumentDisplay?_afrLoop=170991443112186&id=823360.1&_adf.ctrl-state=13o7gps2fx_211 Page 11 of 11