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6.2 Reporting – BIPublisher Improvements
Paul Hamill
Senior Director, OTM Development
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2011 OTM SIG Philadelphia, PA August 16-18, 2011
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Agenda
• Report Designer’s Guide
• Simplified Reports
• Transactional Reports
• Network Printing
• Bulk Reporting
• Enhanced 3
rdParty Support
• New BIPublisher 11g Features
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Reports
Report Designer’s Guide
• Developed a detailed OTM Report Designer’s Guide
• OTM Reporting Architecture Overview
• BIPublisher Concepts
• Report Design
• Tutorials
• Advanced Content (Date Handling, Data Security, Dynamic SQL)
• Advanced Layout (Navigating OTM XML, PDF Customization)
• Scalability
• Troubleshooting
• Oracle Reports Migration
• Additional Resources
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Web Server
External Report Server
(interactive)
External Report Server
(content) Browser
HTML, PDF, Excel, XML
Content HTTP Report
Request Redirect /
Content
Application Server
Embedded BI Publisher
Workflow RMI Report
Request
RMI Content
Printer E-Mail
OTM Document HTTP Report
Request
HTTP Report Request
HTML, PDF, Excel, XML
Content
Reports
Report Designer’s Guide - Architecture
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Reports
Report Designer’s Guide – BIPublisher Report Generation
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Reports
Simplified Reports
• Enhanced Options for Generating Report Data
• Simple SQL query
• BI Publisher Data Template
• Outbound Integration XML (for transactional reports)
• Provided support for report parameters as simple bind variables, removing the need for custom PL/SQL code for each report
• Provided the ability to Export Sample XML from OTM to support BIPublisher Layout Design
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Reports
Transactional Reports
• Created the concept of a Transactional Report to simplify and streamline the process of using Reports to generate business documents
• A Transactional Report (i.e. one mapping to a single business object like Shipment, Order or Invoice), can be generated and distributed:
• Directly from a Finder Results screen
• En mass from a saved query - Mass report generation runs asynchronously, allowing you to monitor reporting progress.
• From an agent action - The generation of a report can be automated based on lifetime events of the associated business object.
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Reports
Transactional Reports
• Provided the ability to automatically generate a Document from a Report and attach it to the Business Object
• Incorporated additional BIPublisher Capabilities into Reports
• PDF Watermark Configuration (Text and Image placement)
• PDF Page Configuration (Page Number)
• Additional Format and Output Types such as ‘eText’ (form of RTF for EFT and EDI)
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Reports
Network Printing
• Prior to 6.2 printing Reports and Document content could only be done indirectly via the Web Browser
• 6.2 provides the ability to Configure and Print to Network Printers
• Internet Printing Protocol (IPP) is used for Network Printing
• The IPP Network Protocol Supports:
• Remote Printing
• Managing Print Jobs
• Configuring media, orientation, etc.
• Integrated with Common Unix Printing System (CUPS) implementation of IPP
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Reports
Network Printing
• Network Printing in OTM provides the following capabilities:
• Screen to setup available Network Printers
• Support for printing ad-hoc and scheduled reports
• Printing of OTM Report and Document content
• Support for Printing Document and Report content in response to Lifetime Events
• All Report screens have been enhanced to allow the user to:
• Select the Network Printer to Use
• Indicate the Number of Copies
• Select the Print Range
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Reports
Bulk Reporting
• Provided support for scheduling and running bulk printing jobs
• Created a Bulk Reporting Manager (ala Bulkplan Manager)
• User select the objects to run against and the report to run
• Provides information on the number of reports requested, the report, and the report generation status
• Ability to abort a run
• Created a ‘Reports’ action which can be run from from various Finder Result screens (i.e. Shipment and Order Release).
• Note: Bulk Reporting only works for Transactional Reports
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Reports
Bulk Reporting
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Reports
Enhanced 3rd Party Reporting
• Three modes of 3rd Party Reporting Supported
• Embedded – Supports OTM Parameters, Distribution, and Storage
• Browser Only – Only Supports OTM Parameters
• None – Existing 3rd Party Report Menu
• A standard HTTP interface is provided to request reports of external generators
• Special support is available to interact with BI Publisher running in a dedicated server farm
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Reports
BIPublisher 11g Key New Features
• WYSIWYG Layout Editor
• Web-based WYSIWYG Layout Design Editor
• Interactive HTML output format
• Data Model Editor
• Combine Data from Multiple Sources
• Filter and Structure the Data
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Reports
BIPublisher 11g Features – Layout Editor
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Reports
BIPublisher 11g Features – Layout Editor
Copyright © 2010, Oracle and/or its affiliates. All rights reserved. Oracle Proprietary and Confidential.
Reports
BIPublisher 11g Features – Interactive Output
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Reports
BIPublisher 11g Features – Data Model Editor