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Oracle BI Publisher
Enterprise Reporting and Delivery
Tim Dexter & Klaus FaBIan
Applications Technology
Oracle Corporation
 Reporting
Architecture
s
Business Document Requirements
 High Fidelity Reports
 Partner Reports
 Financial Statements
Checks
 Government forms
Invoices
 Marketing materials
 Contracts
 Checks, Labels Labels Reports
 BI
 EFT / EDI
 Multiple destinations
Destinations BI / EFT / EDI
 Complex Reporting Environments
 Have to rely on multiple
reporting solutions Checks
Invoices
 Highly-skilled engineers Invoice Check Print
required to maintain Server Server
servers and report formats
Label Report
 Costly Manager Formatter
Labels
 Time consuming Reports
 Complex systems Delivery
Payment
 Expensive maintenance Server
Server
 Labor intensive
Destinations
BI / EFT / EDI
 Single Solution Environment
 Oracle BI Publisher
– Authoring
– Managing Checks
– Delivering Invoices
Your Business Documents

 Meet Business Requirements

Labels Reports
 Remove Complexity
 Reduce Maintenance Cost
 Reduce Total Cost

Destinations BI / EFT / EDI

 Report
Development
Report Development Today

Mimic Report Requirements

Report Requirements

Report files Report Output

Must be same geometry, font, margin

size, etc.
Using Classic Reporting Tools
More Requirements…

Report files Report Output

More resources…
Classic Report Development
Add
another
End user enhancements … field

Font
size
change
Reflect Margin
all change
changes

Report files Report Output

Maintenance forever…
Classic Reporting Issues

Data logic Layout

Report file
Translation
High development cost
High customization cost
Difficult upgrade
BI Publisher Paradigm
Separate data / layout / UI translation

Data Logic

Layout
BI Publisher
Report
Translation output

FlexiBIlity
Reduced maintenance
 BI Publisher Development
 Business consultants use familiar
desktop tools for layout customization
 Support for Multiple Data Sources XSL

 Rapid Deployment Report Templates

XSL-FO

BI

Formatting Engine
Report
Multiple Output
Data Sources
One Solution for all Business Documents
All Industry Requirements
Higher Education Government
 Letters  Tax Forms
 Grant applications  Grants Every Industry
 Exam scripts  Procurement  Marketing Material
 Financial statements
Telecommunications Manufacturing
 Dunning letters  Legal documents
 BIll of lading
 Customer statements  BOM Docs  Invoices
 Delivery notes  Checks
 TAX reports
Financial Services Healthcare  HR Reports
 Payment processing  Clinical trial reports
 Financial statements  Patient letters
 Loan documentation
Deployment
Options
BI Publisher Desktop
Same tools for all deployment options

Functional Users Tools

Functional user can create reports using familiar
desktop applications
– BI Publisher for Microsoft Word
– BI Publisher for Microsoft EXCEL
– BI Publisher for Adobe Acrobat

Consultants / IT department Tools

Consultants create data sources and reports
using expert tools
– BIP Builder
– BIP Viewer / Debugger
Features
 From Data to Destination
PDF
Email
Oracle,
SQL Server
RTF

HTML Printer
PeopleSoft,
SAP, Siebel Excel
BI Publisher
Fax

XSL BI

Java, C++,
Pearl, etc Templates EDI Repository

•Word •BI Spy EFT

•Excel •Scriptura e-Commerce

Web Services
•Acrobat •Others
Data Source Layout Tools Output Destinations
Government Forms
Business Data
• Human Resources
• Procurement

PDF
BI Publisher

Government
Human Resources Procurement
• W2, W4 • sf26, sf33, sf1449
• OF347
• 1099

Download PDF forms from Gov. Web Site

Send back the exact form filled with data
Extract Once – Publish Multiple Times
BI Data EFT

Banking
EFT

Excel
Controller

HTML
BI Publisher
CEO
PDF

BI

Government
XSL

BI
Different Templates
For different output formats B2B
Report Bursting
Multiple Data, which
templates, where to send…
in one BI
File
EDI
HTML

PDF
BI Publisher

PDF

BI

Templates
 Consolidated Document Publishing
 Generate consolidated
documents
– Briefing Books
– Shipping Documents
– Others
BI Publisher
 Either BI Publisher or 3rd
party PDFs
– Page numbering
– Bookmarks
– Start/ End Pages
– Overlays
 Distributed Delivery
Master delivery manager can dispatch the
delivery requests to remote delivery servers
via IPP and Web Services. Printer

Supported Printer
Protocols
IPP, HTTP, Email WebDAV Linux / NT
SMTP, WebDAV, Server
FTP, AS2
Printer

BI Publisher Printer
Delivery Manager
Linux / NT
Server Fax
Firewall
 Internationalization & Language Support
 No need for expensive language-specific printers
 BI Publisher ships with full set of Unicode Fonts
 Scalable font embedding, with CID mapping tables
 BI Publisher is alone in supporting
– CJK
– BIDi
– Unicode
– MLS

 Communicate with partners around the world

 Create a template for any language/territory
Customers
Customers
 Dell Inc
Business Requirements
 Generate Customer Facing Output
 Multiple Data Sources
 Translation support
 Multiple Delivery Channels
 High Volume ~20000 docs/hr
 Keep database load to a minimum

Implementation
 RTF Templates
 Delivery Manager
 Watermarking support
 Install BIP on separate server
 NCR
Business Requirements
 Generate BIll of Lading
 Barcode support
 Multiple Delivery Channels
 Supplemental Pages

Implementation
 RTF Templates
 Conditional Formatting
 External Font Mapping
 Delivery Manager
 T3 Energy Services
Business Requirements
 Generate Checks
 Signature Security
 Multiple Delivery Channels

Implementation
 RTF Templates
 External Font Mapping
 Virtual Signature Images
 Concurrent Manager Integration
 Delivery Manager
 More Info

Demogrounds
Oracle.com
http://www.oracle.com/technology/products/applications/publishing/index.html

BI Publisher Forum

http://forums.oracle.com/forums/forum.jspa?forumID=245

BI Publisher Blog

http://blogs.oracle.com/BIpublisher
Q&
A
QUESTIONS
ANSWERS
 Data Extraction
Any database or multiple
Oracle,
SQL Server, DB2 databases
– Distributed queries
PeopleSoft, – BI Publisher Data Engine
SAP, Siebel
Any ERP system
Java, C++,
Any BI data server
Pearl, etc – Oracle Reports
– DB Packages e.g. SQL BI
Web Services
Any BI web services
 BI Publisher Data Engine
Fast, scalable extraction engine
Integrated into concurrent manager
Migration tools available from Oracle Reports
Offers all that Oracle Reports offers + 30-40% faster
– Multiple queries + joins
– Event triggers
– Flexfield support
– Formula/Summary columns
– Java API layer for OAF support
– Data Bursting(5.6.1)
– Distributed Queries (5.6.1)
Back
Release 4.5 Features
Installed with 11.5.10
Templates
– PDF
– RTF
Outputs
– PDF
– BI
Template Manager
BI APIs
BI Report Publisher
Release 5.0 Features
Installed with 11.5.10 CU2
 Improved performance / memory management
 Templates
– RTF
XSL2.0 support
Enhanced feature set
– eText
Support for EDI/EFT output
 Output
– PDF, HTML, RTF, Excel(HTML), BI, EFT, EDI, BI
 Delivery Manager
– Email, FAX, Print, WebDAV, FTP, HTTP, Custom
 BI API integration with Delivery Manager
 Concurrent Manager Integration
single step reporting
can be installed on 11.5.10 baseline
Release 5.5 Features
Installed as standalone patch
 Improved performance / memory management … yes its faster
and smarter
 Translation support for templates both for development and
customers
 RTF/PDF template enhancements
– Brought Forward/Carried Forward • Multicolumn Pages
– Updateable Variables • Initial Page Number
– Parameters • Property Support
• Check boxes
– Batch Processing Enhancements • If-then-Else
– Restart page numbering • Number and Date Formatting
– Reset header and footer
 Common region for OA Framework
Release 5.6 Features
Installed as standalone patch
 Administration User Interface 
– Centralized configuration and font storage
 Define Currency Formats
 BI Publisher Data Engine and Data Template
 PDF Book Creation
– Table of contents • Section and Master page
– Bookmarks numbering
– Master header and footer layouts • Hyperlinks
• Preamble/Postscript text
 RTF Template Enhancements
– Drawing/Shape support • SVG chart output support
– Background and Watermark support • Fixed-row enumeration
• Currency formatting
– SVG image support
 Bulk printing solution
Release 5.6.1 Features
Installed as standalone patch (R12 baseline)
 BI Publisher Data Engine and Data Template Enhancements
– Distributed query support
– Simple SQL>BI
– Bursting Engine
– Performance Improvements
 RTF Template Enhancements
– PDF bookmark support
– Last page only support
– Word Art/Org Charts
 Inbound EFT support
 Translation Manager
 Template Builder Wizard and other new features
Technolo
gy
&
Features
BI Publisher Technology
Open standard technologies

W3C XSL:FO implementation

Pure Java
Pluggable data in BI
Output formats in PDF, PS, RTF, HTML…
Support for Internet Printing Protocol,
WebDAV, Internet Fax Protocol, SMTP, etc…
BI Publisher Technology
Industry Standard Templates
D F
P
Using desktop applications
– Adobe Acrobat L S
X
– MS Word
– MS Excel
– XSL Editors T F L
R X S
Template Builder Addins
 Quality Comes First …
 Created an in-house QA system
 Product Teams Reports
part of the regression testing
Performance & ScalaBIlity
Stream-based implementation

Reduce memory footprint

Handle large BI input files
The fastest XSL-FO implementation
Compare to others
Security
Printing from Excel is not accepted by
financial auditors
PDF Security levels for
– Read only / Editable
– Copy Text
– Printable
– Password protection
 Language Support
 No need for expensive language-specific printers
 BI Publisher ships with full set of Unicode Fonts
 Scalable font embedding, with CID mapping tables
 BI Publisher is alone in supporting
– CJK
– BIDi
– Unicode
– MLS
 Compare to
others
Translation
Communicate with partners around the world
– No dependency on installed languages
– No dependency on DB char set
Create a template for any language/territory*
– Translate template or send to 3rd party
– Support for XLIFF
Recognizes any comBInation of
– 185 language codes
– 244 territory codes