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Many Faces Of Bi Publisher In Oracle Ebs

H
Hossam El-Faxe

The document discusses the standard and non-standard implementations of Oracle's BI Publisher tool within Oracle EBS applications. It provides an overview of the standard data model, layout templates, report creation, and delivery methods. Examples are also given of variations seen in applications like Advanced Collections, Advanced Procurement, and Payables.

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The Many Faces of BI Publisher in Oracle EBS 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 3-star partner for 2010 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 brent.lowe@strsoftware.com http://www.thelowedownblog.com
Agenda Faces of BIP Introduction Standard Implementation Deviations from the Standard Wrap-up and Q&A
Introduction BI Publisher
Intro: Standard vs. Non Standard My own definition Standard Generic implementation provided by ATG that majority of EBS applications can utilize. Functionality native to XML Publisher Adminstrator responsibility and Concurrent Manager. Non Standard Application specific implementations. Common between the 2 All built on the same API!
The Standard Offering Data Model Layout Templates Report Creation Bursting and Delivery
Data Model
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!
Data Model: Oracle Reports Demo How to setup Oracle Reports to output XML
Data Model: Data Template Native BI Publisher Concept Exists as XML based file 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
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
Layout Template -> Registration XML Publisher Administrator Responsibility -> Templates. Upload Template, Associate with Data Definition, Assign Locale, Preview Finished Report. Demonstration
Report Creation
Report Creation 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 its 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
Variations from the Standard Advanced Collections Advanced Procurement Payables
Advanced Collections 11iEX.H Rollup 4/R12 Oracle One-To- One Fulfillment Server replaced by BI Publisher. Variations: Template/Data Definition Pairs XML Generation Report Generation and Delivery
Advanced Collections Template/Data Definition Pair Templates are registered via the standard methodology. All Advanced Collections Templates reference a generic dummy Data Definition: Collections XML Data Source
Advanced Collections XML Generation Does not use Oracle Reports or Data Templates. Uses Queries setup within Apps: Collections Administrator Responsibility -> Administration -> Manage Templates Query Demonstration
Advanced Collections: Report Generation and Delivery Collections notices are meant to be delivered. Collections Agent -> Collections Demonstration
Advanced Procurement PO Approval Process Release Purchase Orders based on workflow process. Variations Setup XML Generation & Layout Templates Report Generation & Delivery
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 from packages/views PO_COMMUNICATION_PVT package PO_****_XML views Layout Templates 11i10 Default to XSL-FO only templates Patch 4670662 Allows for RTF based templates!
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)
Advanced Procurement Delivery PO Approval
Advanced Procurement Delivery Tools -> Communicate
Payables Separate Remittance Advice Starting in R12, completely re-written to utilize BI Publisher. New Program: Send Separate Remittance Advice Variations: XML Generation Layout Template Setup Delivery
Payables SRA XML Generation Dummy Data Definition is setup with the required code of IBY_FD_INSTRUCTION_1_0. $IBY_TOP/patch/115/publisher/defs/IBY_PPIOUT_1_0.xsd Package: IBY_FD_EXTRACT_EXT_PUB
Payables SRA Layout Template Setup Layouts setup as normal in XML Publisher Administrator but associated with Payment Profile in Payables. Payables Manager Responsibility -> Setup -> Payment -> Payment Administration
Payables SRA Delivery Delivery Information: Payables Manager -> Suppliers -> Entry
Payables Send Separate Remittance Advice Conc Program Generates XML Applies configured template Figures out whether to fax, email or print document Uses BIP Delivery Manager to deliver
Conclusion BI Publisher is a powerful tool Because built on set of APIs, its flexible. Not all applications are utilizing what is considered to be the standard. Hopefully was able to shed some light on variations.
Contact Information: Brent Lowe STR Software brent.lowe@strsoftware.com www.thelowedownblog.com www.strsoftware.com

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Many Faces Of Bi Publisher In Oracle Ebs

  • 1. The Many Faces of BI Publisher in Oracle EBS Brent Lowe Manager of Product Development STR Software
  • 2. 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 3-star partner for 2010 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 brent.lowe@strsoftware.com http://www.thelowedownblog.com
  • 3. Agenda Faces of BIP Introduction Standard Implementation Deviations from the Standard Wrap-up and Q&A
  • 4. Introduction BI Publisher
  • 5. Intro: Standard vs. Non Standard My own definition Standard Generic implementation provided by ATG that majority of EBS applications can utilize. Functionality native to XML Publisher Adminstrator responsibility and Concurrent Manager. Non Standard Application specific implementations. Common between the 2 All built on the same API!
  • 6. The Standard Offering Data Model Layout Templates Report Creation Bursting and Delivery
  • 8. The Standard Offering Data Model Having Oracle EBS generate XML data is the key to reporting. Oracle Reports Data Templates
  • 9. Data Model: Oracle Reports Utilize your EXISTING Oracle Reports!
  • 10. Data Model: Oracle Reports Demo How to setup Oracle Reports to output XML
  • 11. Data Model: Data Template Native BI Publisher Concept Exists as XML based file 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
  • 12. Data Model: Data Template Example Conversion API
  • 13. Data Model: Data Template > Concurrent Program Concurrent Manager must have Program Definition to generate output! Set Executable to XDODTEXE Demo
  • 14. Data Model -> Data Definition Regardless of Oracle Report or Data Template, must register a Data Definition. XML Publisher Administrator Responsibility Demonstration
  • 16. 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
  • 17. Layout Template -> Registration XML Publisher Administrator Responsibility -> Templates. Upload Template, Associate with Data Definition, Assign Locale, Preview Finished Report. Demonstration
  • 19. Report Creation Simple as running a Concurrent Request Demonstration
  • 20. Report Bursting and Delivery Email Fax Printer
  • 21. 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?
  • 23. Bursting Control File - Registration Upload Bursting Control File to Data Definition
  • 24. Invoke Bursting 2 Step Process Step 1: Run Concurrent Request to Generate Data. Step 2: Run XML Publisher Report Bursting Program Demonstration
  • 25. Bursting Status Report XML Publisher Report Bursting Program creates its own Report -> Bursting Status Report. How document was burst How documents were delivered Status of delivery
  • 27. 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.
  • 29. Variations from the Standard Advanced Collections Advanced Procurement Payables
  • 30. Advanced Collections 11iEX.H Rollup 4/R12 Oracle One-To- One Fulfillment Server replaced by BI Publisher. Variations: Template/Data Definition Pairs XML Generation Report Generation and Delivery
  • 31. Advanced Collections Template/Data Definition Pair Templates are registered via the standard methodology. All Advanced Collections Templates reference a generic dummy Data Definition: Collections XML Data Source
  • 32. Advanced Collections XML Generation Does not use Oracle Reports or Data Templates. Uses Queries setup within Apps: Collections Administrator Responsibility -> Administration -> Manage Templates Query Demonstration
  • 33. Advanced Collections: Report Generation and Delivery Collections notices are meant to be delivered. Collections Agent -> Collections Demonstration
  • 34. Advanced Procurement PO Approval Process Release Purchase Orders based on workflow process. Variations Setup XML Generation & Layout Templates Report Generation & Delivery
  • 35. Advanced Procurement Setup Purchasing Super User Responsibility -> Setup -> Organizations -> Purchasing Options
  • 36. Advanced Procurement Setup Associate Templates with Document Types Purchasing Super User -> Setup -> Purchasing -> Document Types
  • 38. Advanced Procurement XML Generation XML is generated from packages/views PO_COMMUNICATION_PVT package PO_****_XML views Layout Templates 11i10 Default to XSL-FO only templates Patch 4670662 Allows for RTF based templates!
  • 39. 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)
  • 41. Advanced Procurement Delivery Tools -> Communicate
  • 42. Payables Separate Remittance Advice Starting in R12, completely re-written to utilize BI Publisher. New Program: Send Separate Remittance Advice Variations: XML Generation Layout Template Setup Delivery
  • 43. Payables SRA XML Generation Dummy Data Definition is setup with the required code of IBY_FD_INSTRUCTION_1_0. $IBY_TOP/patch/115/publisher/defs/IBY_PPIOUT_1_0.xsd Package: IBY_FD_EXTRACT_EXT_PUB
  • 44. Payables SRA Layout Template Setup Layouts setup as normal in XML Publisher Administrator but associated with Payment Profile in Payables. Payables Manager Responsibility -> Setup -> Payment -> Payment Administration
  • 45. Payables SRA Delivery Delivery Information: Payables Manager -> Suppliers -> Entry
  • 46. Payables Send Separate Remittance Advice Conc Program Generates XML Applies configured template Figures out whether to fax, email or print document Uses BIP Delivery Manager to deliver
  • 47. Conclusion BI Publisher is a powerful tool Because built on set of APIs, its flexible. Not all applications are utilizing what is considered to be the standard. Hopefully was able to shed some light on variations.
  • 48. Contact Information: Brent Lowe STR Software brent.lowe@strsoftware.com www.thelowedownblog.com www.strsoftware.com
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