Bi Publisher for Apps 133560

The Reporting Platform for Applications: Oracle Business Intelligence Publisher

The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions.The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

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Program Agenda

• Overview of BI Publisher • BI Publisher in Oracle Applications • Mastercard Success Story• Application integrations with BI Publisher

– Siebel CRM– JD Edwards Enterprise– JD Edwards World– PeopleSoft– E-Business Suite

• E- Business Suite Implemented at MasterCard • Appendix

Refresher?

How many ….

- Siebel?- JD Edwards (World or EnterpriseOne)?- Peoplesoft?- E-Business Suite?

Government Forms

Order Forms

Invoices

Operational Reports

Correspondence

Financial Statements

Checks

Purchase Orders

Labels / Bar Codes

Collateral

eText

Overview of BI Publisher

Integrated Out-of-the-Box with All Oracle Applications

Templates

LayoutsOracle

Applications

CRM

ESA

FMS

HCM

SCM

Output FormatsData Sources

Any RelationalData Base

PDFRTF

Business User

PublishingEngine

• Email• Printer• Fax

HTMLExcel

Letters

FundTransfers

OnlinePaychecks

OrderConfirmations

Bills GovernmentGrant Forms

EDIXML

Oracle BI PublisherOracle Standard Enterprise Reporting Platform

Destination


Program Agenda

• Overview of BI Publisher • BI Publisher in Oracle Applications• Mastercard Success Story• Application integrations with BI Publisher



• Oracle E-Business Suite• In 11i -- 500 templates

In R12.1 -- ALL reports are BI Publisher: 2724 templates and 2092 data sources or data templates across 95 productsOracle Reports to Publisher Conversion Assistant

• PeopleSoft• Integrated into 8.48• Products shipping content in R9

• Financials HCM SCM• Grants CRM Student Admin

• Siebel CRM• Integrated in 8.1.1 119 reports OOTB • Actuate to Publisher Conversion Assistant

BI Publisher in Oracle Applications Limited Use License

• J.D. Edwards Enterprise One• Integrated into 8.96• Allow customers to develop their own templates• Subsequent releases will add Apps content

JD Edwards EnterpriseOne JDBC driver

• J.D. Edwards World• Integrated in A9.1

Produce XML that can be used as input to BI PublisherAutomated integration in newly released A9.2JD Edwards World JDBC Driver

BI Publisher in Oracle Applications Limited Use License

BI Publisher in Many Oracle Products

• Oracle Identity Management• Oracle Life Sciences AERS• Oracle Life Sciences Data Hub• Oracle FLEXCUBE Universal Banking• i-Flex FLEXCUBE Retail• Oracle FLEXCUBE Direct Banking• Oracle Reveleus• Oracle Mantas• Agile Product Lifecycle Management for Process

• Agile Product Lifecycle Management• Oracle Hyperion Planning• Oracle Hyperion Financial Management

• Oracle SOA Governance • Oracle Retail• Oracle Global Risk & Compliance• iFlex FLEXCUBE – IFLEX Reinsurance• Oracle FLEXCUBE Lending and Leasing• Oracle Communications Applications• Oracle Transportation Management • Oracle Insurance Insbridge Rating and

Underwriting• Oracle Application Express (APEX)• Enterprise Manager - Configuration Change Console


Program Agenda




MasterCard Worldwide

Requirements• Vendor Country Terms

and Conditions• Send PO by Email or FaxImplementation• RTF templates designed by

Business Analysts• Mutli-Language T&Cs

handled via Sub template• End-to-End process using

Out of the Box functionality• 3 days and 1 person to

implement POs • 12x faster w/ 1/3 fewer

people

Challenges• 90 days and 3 people

(incl. 3rd party vendor) to implement POs

• 50 Operating Units


Program Agenda




Actuate Report Development vs BI Publisher Report Development

1. Generate Report Object Library

2. Create report in Actuate

3. Compile report

4. Stop report server

5. Deploy report executable

6. Associate report with View and Deploy SRF

Actuate (Developer)

1. Generate sample XML data

2. Create report layout

Compile Report

Stop report server

3. Upload template

4. Associate with a View

BI Publisher (End User)

Siebel – Steps for creating BI Publisher Report

Generate XML Data


Generate XML Data

Create Template


Generate XML Data

Create Template

Upload Template


Generate XML Data

Create Template

Upload Template

Associate report with a View


Generate XML Data

Create Template

Upload Template

Associate report with a View

Without having to restart the application, you can test your report

Actuate Reports Conversion Assistant

• Command line utility that converts the Actuate layout design into BI Publisher layout design.

• Actuate report layout convertor (from .ROD to .RTF)

• Available to BI Publisher customers at no additional charge

• Available via patch number 8968224

What’s new with Siebel 8.1.1.1 Fix Pack

• Integration with BI Publisher Scheduling• Parametized reporting (parameters can be entered when running a

report)• Embedded reports server views into Siebel

– More features for embedded reports coming in 8.1.1.2• Sample of Publisher reports provided out of the box

• Accounts:• Account List• Account Service Profile• Enterprise Selling Plan – Overview

• Contacts:• Contact List• Contacts By Opportunity• Alphabetic Phone List

• Opportunities:• Opportunity List• Opportunities By Sales Rep• Pipeline Report By Sales Rep

For More Information on Siebel

• Siebel Reporting Migration Guide for Reports Developers (Document 764191.1)

DATE TIME SESSION DESCRIPTION

10/14/09(Wednesday)

1:45pm –2:15pm

S310889 Creating Custom Siebel Reports, Using Oracle Business Intelligence Publisher

10/15/09(Thursday)

1:30pm –2:30pm

S311851 Converting Your Siebel Report Solution from Actuate to Oracle Business Intelligence Publisher

https://support.oracle.com/CSP/main/article?cmd=show&id=764191.1&type=NOT


Program Agenda




Embedded BI Publisher for JD EnterpriseOne vs BI Publisher Standalone/JD Edwards EnterpriseOne

BI Publisher is available to JD Edwards EnterpriseOne users in two ways:

• Embedded BI Publisher for JDE1– Need to produce content rich reports that are part of

the existing business process

• Oracle BI Publisher Standalone with JDE1– Need to empower business users to develop and

execute user driven reports

Embedded BI Publisher8.98.1 adds capability to save output to a file system

Extract Transform

UBEXSL

Report Definition

Publish

XML Repository

XML

EDI

EFT

Email

Printer

PDF

RTF

HTML

Excel

Distribute

BI Publisher

File System

New capability

Layout Templates

XML

EDI

EFT

Output Formats Destinations

BI Publisher

PDF

HTML

Excel

PowerPoint

CSV

Flash

RTF

Email

Printer

Fax

e-Commerce

Repository• Word• Acrobat• JDev

Layout Tools

• Excel• Flex• Others

Oracle BI Publisher Standalone with JD Edwards EnterpriseOne

XSL

JDE EnterpriseOne

JDBC Driver

For More Information on JD Edwards EnterpriseOne

On MetaLink Search for 789074.1


10/14/09(Wednesday)

5:00pm –6:00pm

S311667 Modernize EnterpriseOne Reports with Embedded Oracle BI Publisher

10/15/09(Thursday)

1:30pm –2:30pm

S311666 Empower JD Edwards Users with Oracle BI Publisher for Ad Hoc Reporting


Program Agenda




JD Edwards World release A9.1 or A9.2

.XML

•Use the “Export” feature to create data in XML

•A9.2 will automatically generates a nice BI Publisher report

•A9.2 calls BI Publisher APIs

Export / Electronic Document Distribution

BI Publisher

Layout Templates

XML

EDI

EFT

Output Formats Destinations

BI Publisher

PDF

HTML

Excel

PowerPoint

CSV

Flash

RTF

Email

Printer

Fax

e-Commerce

Repository• Word• Acrobat• JDev

Layout Tools

• Excel• Flex• Others

Oracle BI Publisher Standalone with JD Edwards World

XSL

JDE World

JDBC Driver

For More Information on JD Edwards World

On MetaLink Search for 789078.1

The JD Edwards World JDBC Driver is downloadable from Metalink’s Update Center.


10/13/09(Tuesday)

5:30pm –6:30pm

S311670 Report Distribution for JD Edwards World

10/15/09(Thursday)

10:30am –11:30am

S311670 Report Distribution for JD Edwards World

10/15/09(Thursday)

1:30pm –2:30pm

S311666 Empower JD Edwards Users with Oracle BI Publisher for Ad Hoc Reporting


Program Agenda




Peoplesoft – Generate XML Data

XML data can be generated using any means including PS Query, SQR, Application Engine, PeopleCode, File Layout and so forth.

Peoplesoft – Report Definition

Report definitions are used to:• Associate a data source with a template.

• Define output options.

• Grant security to view report.

• Define bursting options.

Peoplesoft – Running BI Publisher Reports

New BI Publisher Features with PeopleTools 8.50

• PDF Full Path Mapping• Descriptive Report Names• Support for Email• Alternative XML Preview• XDO Properties Configuration• Iterative Template Design

For more information

• Release Notes for PeopleSoft Enterprise PeopleTools 8.50

• Enterprise PeopleTools 8.50 PeopleBook: XML Publisher for PeopleSoft Enterprise


10/13/09(Tuesday)

4:00pm –5:00pm

S307705 Which Peoplesoft Reporting Tool Best Fits Your Needs?

10/14/09(Wednesday)

1:45pm –2:15pm

S308767 Innovations Using Oracle XML Publisher

10/15/09(Thursday)

9:00am –10:00am

S308258 PeopleSoft PeopleTools 8.50 Highlights: Reporting and Business Intelligence


Program Agenda




E-Business Suite

Release 12 and 12.1

– HRMS using many governmentforms from all around the world

Payments utilizing Publisher for Banking and Credit Card payment processing

– Financial Applications has consolidated many data sources and providing multiple templates

– Oracle Reports to BI Publisher Conversion Assistant

Fax Your Documents through RightFax Server

• Deliver faxes directly from the BI Publisher Delivery Manager to any fax destination and query the status of the job using RightFax 9.3 or above.

• Implemented by the Oracle Collections team for the Strategy Dunning Program.

• Blog article– http://blogs.oracle.com/xmlpublisher/2009/07/now_fax_your_

documents_through_1.html

http://blogs.oracle.com/xmlpublisher/2009/07/now_fax_your_documents_through_1.html

http://blogs.oracle.com/xmlpublisher/2009/07/now_fax_your_documents_through_1.html

For more information


10/14/09(Wednesday)

11:45am –12:45pm

S311166 Smart Reporting in Oracle Financials Release 12.1

10/15/09(Thursday)

10:30am –11:30am

S308925 Improve Insight into Contracts with Oracle Business Intelligence Publisher

10/15/09(Thursday)

12:00pm –1:00pm

S310633 Round Out Your HRMS Solution and Empower Your Employees


Program Agenda



• E- Business Suite Implemented at MasterCard• Appendix

Oracle EBS at MasterCard – A Snapshot

• Oracle EBS implemented in year 2000• A wide range of modules to handle various business processes

like Purchasing, iProcurment, AP, iExpenses, AR, FA, Treasury,CM, GL and Projects suite

14 Modules80 Set of Books50 Operating unitsMRC with Single Chart of Accounts

• Reporting tools include BI Publisher & Discoverer• Single Global instance supporting all MasterCard offices

worldwide• Current version Oracle EBS 11.5.10 XML Publisher 5.6.2

MasterCard Agenda

• BI Publisher at MasterCard• BI Publisher implementation in EBS – A quick overview• BI Publisher – Is this the Business Analyst’s tool for all

reporting requirements?• BI Publisher – How it is relevant to Business users• BI Publisher – Tips & Tricks• Q & A

BI Publisher at MasterCard

• It all started with Oracle Open World 2006• A new tool in the hands of Business Analysts• Some of the reports created• Purchase Order – a major win• Ready for Report Manager & Release 12• Challenges during implementation

It all started with Oracle Open World 2006

Business Analyst’s Tool

Report Development:

Prior to BI PublisherWith BI Publisher

Data Extraction Report Designer Report Designer Layout/Formatting Report Designer BI Publisher

Business AnalystIT Developers

Some of the reports created

Some of the reports created(Contd)

Ready for Report Manager & Release 12

1. Client ADI getting replaced with WebADI and Report Manager in R12

2. Report Manager needed for FSG in Excel and Standard reports from Self Service

3. BI Publisher Prerequisite Report Manager

Challenges during implementation

PO implementation –– Seeded template XSL-FO which cannot be used in Template Builder– Seed file does not contain all the fields; need to generate in-house

source file– Displaying Attachments & Special Info – White paper 748259.1

IT concerns on report development

BI Publisher implementation in EBS –Quick Overview

Pre-reqInstall Template builder for MS Word plug in

• Generate XML source file for the concurrent program

• Design the format in Template builder• Create a Data definition and attach Template file

via XML Publisher Administrator • Assign the template to Concurrent Program

• Generate the output in new format from Concurrent Manager

Install Template builder for MS Word plug in(One time setup)

Generate XML source file for the concurrent program

Design the format in Template builder

MCI ASSET NBV REPORT -

Create Data Definition and attach Template file via XML Publisher Administrator in Oracle EBS

Assign the template to Concurrent Program

Generate the output in new format from Concurrent Manager

BI Publisher – Is this the Business Analyst’s tool for all reporting requirements

• Report formatting tool for both Business Analysts and IT Developers

• IT Development still needed for building new queries or adding new fields to existing queries

• Other areas of caution (for Business Analysts)– Reports based on Java programs, Spawned Programs,

Stored procedures

BI Publisher – Relevance to Business users

• IT Cost Reduction • Quick turnaround (PO 3 months to 3 days)

• Report in different formats (examples below)PDF:– Procurement Card Reconciliation Report– Travel Expenses ReportForms:– Purchase Order– AR InvoicesExcel:– Account Analysis– FSGs (via Report Manager)

BI Publisher – Tips & Tricks

• Alignment• Images• Sub-Templates • Functions for masking, sub-string


Program Agenda




For More Information

• Publisher Home Pagehttp://www.oracle.com/technology/products/xml-publisher/index.html

• Publisher Demo Cataloghttp://www.oracle.com/technology/products/xml-publisher/demoshelf/Shelf.html

• Publisher Bloghttp://blogs.oracle.com/xmlpublisher/

• Publisher Forumhttp://forums.oracle.com/forums/forum.jspa?forumID=245

• Converting Crystal Reports to Oracle BI Publisherhttp://download.oracle.com/otndocs/xmlp/CrystaltoBIP.pdf

For More Information

http://search.oracle.com

orhttp://www.oracle.com/technology/products/xml-publisher

BI Publisher

BI Publisher sessions….


10/14/09(Wednesday)

1:45pm –2:15pm

S308767 Innovations Using Oracle XML Publisher

10/15/09(Thursday)

12:00pm –1:00pm

S309592 Oracle Business Intelligence Publisher Best Practices

Bi Publisher for Apps 133560

Documents

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