The Many Faces of BI Publisher in Oracle EBS
Transcript of The Many Faces of BI Publisher in Oracle EBS
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The Many Faces of BI Publisher in Oracle EBS
Brent LoweManager of Product Development
STR Software
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About STR Software
STR SoftwareLocated in Richmond, VAFocused on document delivery solutions since 1988Over 1,230 licenses of AventX in 47 states and 19 countriesOver 94% customer retentionOracle Gold Partner with staff of Oracle Certified ProfessionalsOAUG 3-star partner for 2010www.strsoftware.com
Brent LoweManager of Product DevelopmentBS in Computer Science from College of William and Mary804-897-1600 ext. 132 and [email protected]://www.thelowedownblog.com
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Agenda – Faces of BIP
Introduction
Standard Implementation
Deviations from the Standard
Wrap-up and Q&A
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Introduction – BI Publisher
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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!
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The Standard Offering
Data Model
Layout Templates
Report Creation
Bursting and Delivery
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Data Model
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The Standard Offering – Data Model
Having Oracle EBS generate XML data is the key to reporting.
Oracle Reports
Data Templates
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Data Model: Oracle Reports
Utilize your EXISTING Oracle Reports!
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Data Model: Oracle Reports
Demo – How to setup Oracle Reports to output XML
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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?SpeedFlexibilityRemoves duplicity of layout
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Data Model: Data Template
Example
Conversion API
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Data Model: Data Template –> Concurrent Program
Concurrent Manager must have Program Definition to generate output!
Set ‘Executable’ to XDODTEXE
Demo
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Data Model -> Data Definition
Regardless of Oracle Report or Data Template, must register a Data Definition.
XML Publisher Administrator Responsibility
Demonstration
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Layout Templates
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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
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Layout Template -> Registration
XML Publisher Administrator Responsibility -> Templates.
Upload Template, Associate with Data Definition, Assign Locale, Preview Finished Report.
Demonstration
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Report Creation
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Report Creation
Simple as running a Concurrent Request
Demonstration
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Report Bursting and Delivery
Printer
Fax
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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?
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Bursting Control File
http://bipublisher.blogspot.com/
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Bursting Control File - Registration
Upload Bursting Control File to Data Definition
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Invoke Bursting
2 Step Process
Step 1: Run Concurrent Request to Generate Data.Step 2: Run ‘XML Publisher Report Bursting Program’
Demonstration
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Bursting Status Report
XML Publisher Report Bursting Program creates it’s own Report -> Bursting Status Report.
How document was burstHow documents were deliveredStatus of delivery
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Bursting Status Report
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Delivery Engine
EmailAllows for dynamic Recipient, CC, BCC, Subject, Message BodySingle Attachment – The report that was generated.
PrintUtilizes IPP to print to CUPS based printers.Depending on printer, specify tray, duplex, copies, etc…
FaxUtilizes 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.
FileOutput data to named file on file system.
FTPSend data to remote machine.
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Standard Offering w/in Oracle EBS
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Variations from the Standard
Advanced Collections
Advanced Procurement
Payables
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Advanced Collections
11iEX.H Rollup 4/R12 – Oracle One-To-One Fulfillment Server replaced by BI Publisher.
Variations:Template/Data Definition PairsXML GenerationReport Generation and Delivery
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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”
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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
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Advanced Collections: Report Generation and Delivery
Collections notices are meant to be delivered.
Collections Agent -> Collections
Demonstration
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Advanced Procurement
PO Approval Process – Release Purchase Orders based on workflow process.
VariationsSetupXML Generation & Layout TemplatesReport Generation & Delivery
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Advanced Procurement
SetupPurchasing Super User Responsibility -> Setup -> Organizations -> Purchasing Options
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Advanced Procurement
SetupAssociate Templates with Document TypesPurchasing Super User -> Setup -> Purchasing -> Document Types
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Advanced Procurement
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Advanced Procurement
XML GenerationXML is generated from packages/views
PO_COMMUNICATION_PVT packagePO_****_XML views
Layout Templates11i10 – Default to XSL-FO only templates
Patch 4670662 – Allows for RTF based templates!
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Advanced Procurement
Report Generation and DeliveryOnce 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 MailerPrint – Concurrent Output (PO Output for Delivery)Fax – Concurrent Output (PO Output for Delivery)
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Advanced Procurement
Delivery – PO Approval
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Advanced Procurement
Delivery – Tools -> Communicate
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Payables
Separate Remittance Advice – Starting in R12, completely re-written to utilize BI Publisher.
New Program: Send Separate Remittance Advice
Variations:XML GenerationLayout Template SetupDelivery
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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
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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
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Payables
SRA DeliveryDelivery Information: Payables Manager -> Suppliers -> Entry
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Payables
Send Separate Remittance Advice Conc ProgramGenerates XMLApplies configured templateFigures out whether to fax, email or print documentUses BIP Delivery Manager to deliver
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Conclusion
BI Publisher is a powerful tool
Because built on set of APIs, it’s flexible.
Not all applications are utilizing what is considered to be the standard.
Hopefully was able to shed some light on variations.
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Contact Information:
Brent Lowe
STR Software
www.thelowedownblog.com
www.strsoftware.com