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Demystifying EnterpriseOne OneView Reporting

Session: 101780David McIlmoyl ERP-One Consulting Inc.

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APRIL 7-11, 2013DENVER CONVENTION CENTERDENVER, COLORADO

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AbstractOne View Reporting introduces a new, embedded reporting solution to enhance a company’s ability to improve overall decision making with better, more interactive views of EnterpriseOne information.  During this session, we will discuss the setup and architecture of the OneView Reporting solution, as well as the licensing and consulting cost to setup the system. We will explore what pre-built reporting is packaged and included with the solution. We will also discuss how to properly manage the system, and proper change management solutions for development, testing, promotion and securing custom reporting. 1. Explore the setup and architecture of the OneView Reporting solution, as well as the

licensing and consulting cost to setup the system.2. Explore what pre-built reporting is packaged and included with the solution.3. Discuss how to properly manage the system, and proper change management solutions

for development, testing, promotion and securing custom reporting.

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Explore the setup and architecture of the OneView Reporting solution, as well as the licensing and consulting cost to setup the system.

Explore what pre-built reporting is packaged and included with the solution.

Discuss how to properly manage the system, and proper solutions for promotion and securing OVR components.

Objectives

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Agenda

• Setup and Architecture

• Licensing

• Implementation cost

• Pre-built reporting

• Security

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Agenda

• Setup and Architecture

• Licensing

• Implementation cost

• Pre-built reporting

• Security

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Overview

• Three methods to integrate BI Publisher (BIP) with EnterpriseOne1. Embedded BIP for EnterpriseOne

• Convert UBE outputs to pixel perfect outputs. (i.e. reporting)

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Overview

• Three methods to integrate BI Publisher (BIP) with EnterpriseOne2. Adhoc Reporting

• Interactive reporting for adhoc query requirements using JDBC and Oracle BI Enterprise Edition. (OBIEE) Includes a query engine to build a query, then publish content to end users with the report template builder.

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Overview• Three methods to integrate BI Publisher (BIP) with

EnterpriseOne3. OneView Reporting (OVR)

• Enables users to select data fields and perform specific data selection from within EnterpriseOne applications and leverage the layout capabilities within BI Publisher to define the report output formatting.

• Real time reporting, with no ETL / stored data cubes.• Query builder capabilities integrates seamlessly into E1 FDA screens.• Provides ability to produce most industry standard reporting outputs.

(PDF / DOC(x) / XLS(x) / CSV / PPT(x) / HTML / XML / etc.)• Allows for interactive filtering for reports after creation via graphic

objects or data grids• Full change management and security controls in place.• 20 languages supported for report output and BIP design screens.• Release 9.1 introduced OneView applications and OneView Find/Browse

forms.

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Fastpath to P48280.

2. In the QBE line enter “>1” for the Order Number and click Find to populate the grid.

3. From the OneView menu, choose "Open WO by Work Centers"

4. The data will be loaded into the BI Publisher Report, and the Report Viewer will pop up and look similar to the

example below. Scroll down in the view to review the different formats.

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Setup• Background

– OVR required BIP only, not OBIEE or Oracle Real Time Decisions. (ORTD)

– Runs on an embedded copy of Weblogic, which installs with BIP.

– Requires E1 app release 9.1 and tools release 9.1.x– Support for running / viewing OVR’s on IPAD is available

with tools release 9.1.0.3 and higher.• Exceptions: Dynamic filtering and page design not supported

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Setup

• Download and install BIP– http://www.oracle.com/technetwork/

middleware/bi-publisher/downloads/index.html – Simple install option is fine for OVR– Get and apply patch 13366758 from Oracle for

BIP

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Setup

• Download and install Boilerplate Templates (XPT’s) for EnterpriseOne using Change Assistant– E1 templates for creating custom OVR’s– Type: OneView Reporting

• OneView_Boilerplates

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Setup• Import Boilerplates into BIP

– Sign in to BIP as Weblogic (http://bipsvr:7001/xmlpserver)

– Click "Catalog" in the upper right corner – Select the “Components” folder– In the Boilerplates report, click Edit– Click “add new layout” in the upper right

corner.

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Setup

• Click "Upload”• Name the template and enter information

as follows. Repeat for each zip file.

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Setup• Create BIP users

– Log into the Weblogic Console (http://bipsvr:7001/console)– Click "Security Realms" under Domain Structure– Click "myrealm" – On the "Users and Groups" tab, click "New". – Create an account for user JDE and any other administrator users -

note password restrictions apply as is in E1. – From the Groups tab, add BIAuthors to the list of Chosen groups and

click Save.

NOTE: If you plan to import 9.1 JDE reports downloaded from Change Assistant, you must also add the BIAdministrators group.

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Architecture• How do we “plug” E1 into BIP?

– Discussions occur via a web endpoint interface in BIP.– BIP Software Configuration Template app (P953000)

• Defines BIP instances to E1 and how to connect to them

– BIP Software Configuration Record app (P954000)• Based on the E1 users id’s / role and login environment /

pathcode it determines which BIP server instance you will connect to

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Architecture – P953000

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Architecture – P954000

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Architecture• How do we plug E1 into BIP?

– OVR Runtime Features Definition app (P958973)

• Provides the report usage capabilities that are possible for BIP

• Available values: JDE_NOONEVIEW | JDE_RUNONEVIEW | JDE_DESIGNONEVIEW| JDE_DESIGNSHAREDONEVIEW

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Architecture – P958973

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Architecture• How do we plug E1 into BIP?

– OVR Runtimes Features Authorizations app (P958974)

• Assign Features Definition apps to users / roles / *PUBLIC and/or by app / form in E1.

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Architecture – P958974

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Architecture• How do we plug E1 into BIP?

– If user is doing developer or admin tasks with reports, we map their E1 id to a BIP id

• E1 Personalization My System Options User Profile Revisions Form Exit BI Publisher Password. Enter your BIP user and password, save changes and log out and back in to activate.

Note: Users who only run reports can be linked via a Softcode record proxy user defined in the BIP Software Configuration

Record app.

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Architecture

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Setup

• Download OVR pre-built reports– Found in the Oracle Software Delivery site– 910AllReports.zip

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Setup - Loading the OVR’sImport

– Activities• Adds Data Model File and Report Template to BIP

instance• Add metadata to the Central Objects UGC tables

– P952402 | ZJDE0002 – User Generated Content Management

• Click add and click load import file.• Browse and select 910allreports.zip file and click the

load button.• Click OK to import

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Setup

• Verify that report were imported properly– Work with OneView Reports - P952400

• Click the “Show All” radio button• Your reports should appear as published

content

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Setup – P952400

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BI Publisher Server

Name: BIP_DV910_ERPOne

Architecture

BI Publisher Server

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BI Publisher Server

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BI Publisher Server

Architecture

BI Report ArchitectureData Model File (*.xdmz)Report Template (*.xdoz)

Job Inquiry OVRE1 APPL: P51220

FILE STORAGE: \ {user /“public share”} \ {pathcode} \ BIP Report Name

BIP Author: ERPOne

\ERPOne\DV910\P51220\Job Inquiry OVR

BIP Testers: BAs

\Shared Folder\\PY910\P51220\

Job Inquiry OVR

BIP User: *PUBLIC

\Shared Folder\PD910\P51220\Job Inquiry OVR

EnterpriseServer

Central Objects – xx910

Report Definition MetadataF982400F952400F952411

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Agenda• Setup and Architecture

• Licensing

• Installation cost

• Pre-built reporting

• Change Management

• Security

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Licensing• Licensing is for the following items:

– OneView Reporting Foundation• You can create your own OVR’s

– OneWorld Reporting (by module)• Many pre-built OVR’s you can license from Oracle.

• Software and component licensing are available

NOTE: Licensing is by user for foundation, and by user and module for pre-built OVR’s.

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Agenda

• Setup and Architecture

• Licensing

• Implementation cost

• Pre-built reporting

• Security

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Implementation EffortActivity Min Hours

EstimateMax HoursEstimate

Download – BIP, Patch and OVR Boilerplates 2.0 4.0

BIP Installation and Boilerplate Imports (per server) 16.0 20.0

Setup BIP users and map E1 users to BIP users 2.0 4.0

OVR Soft Coding Template and User records setup 2.0 4.0

OVR Prebuilt Reports Installation 1.0 2.0

OVR Reports Test / Transfer / Export / Import 16.0 40.0

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Implementation Methodology

• Implementing OVR should be done as a project using a proper implementation methodology.

• e.g. ERP-One Running Right Methodology below

Learn

Plan

Validate

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Agenda

• Setup and Architecture

• Licensing

• Implementation cost

• Pre-built reporting

• Security

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What’s Included

• E1 OVR Processing Engine– Tools 9.1.x and 9.1.2 include the

processing engine for developing and displaying OVR’s..

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What’s IncludedPre-Built OVR’s• EnterpriseOne OVR templates:

Capital Asset Management Financials Human Resources Inventory Management Manufacturing Management Payroll

Project Costing Procurement and Subcontract

Management Real Estate Management Sales Order Management Service Management Transportation Management

More details about OneView APPL’s / OVR’s / available in:OVR_App_Content_Listing_August2012__2 - Quick Start Guide

[ID 1394280.1]

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Agenda

• Setup and Architecture

• Licensing

• Implementation cost

• Pre-built reporting

• Security

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Security• User Access

– Runtime Feature Definitions and the associated Feature Authorization records control user access to OVR’s.

• JDE_NOONEVIEW– No access to OVR’s

• JDE_RUNONEVIEW– Run Access to OVR’s

• JDE_DESIGNONEVIEW– Developer level access (Run, Add, Edit, Delete)

• JDE_DESIGNSHAREDONEVIEW– Administrator level access (Run, Add, Edit, Delete, Promote)

– Can be set by user / role / *PUBLIC and for particular forms and for databrowser OVR capabilities

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Security• Administrative Access

– EnterpriseOne object security can be applied to the object components for UGC/LCM

• Application / Version• Action• Row & Column for data• etc.

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References

My Oracle Support Articles– OVR_App_Content_Listing_August2012__2 -

Quick Start Guide [ID 1394280.1]

Oracle Guides– JD Edwards EnterpriseOne Tools - One View

Reporting Administration Guide Release 9.1[ID E24288-02]

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David.Mcilmoyl@erp-one.com1-888-308-3771 x102

1-705-768-6860http://www.erp-one.com