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Oracle BI Publisher Enterprise Reporting and Delivery

Oracle BI Publisher Enterprise Reporting and Delivery. Tim Dexter & Klaus Fabian Applications Technology Oracle Corporation. Mark Paré Sr. Sales Consultant mark.pare@oracle.com. Reporting Architectures. Checks. Reports. Labels. Destinations. Business Document Requirements.

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Oracle BI Publisher Enterprise Reporting and Delivery

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  1. Oracle BI PublisherEnterprise Reporting and Delivery Tim Dexter & Klaus Fabian Applications Technology Oracle Corporation Mark Paré Sr. Sales Consultant mark.pare@oracle.com

  2. ReportingArchitectures

  3. Checks Reports Labels Destinations Business Document Requirements • High Fidelity Reports • Partner Reports • Financial Statements • Government forms • Marketing materials • Contracts • Checks, Labels • XML • EFT / EDI • Multiple destinations Invoices XML / EFT / EDI

  4. Checks Invoices Reports Destinations Complex Reporting Environments • Have to rely on multiple reporting solutions • Highly-skilled engineers required to maintain servers and report formats • Costly • Time consuming • Complex systems • Expensive maintenance • Labor intensive Check Print Server Invoice Server Label Manager Report Formatter Labels Delivery Server Payment Server XML / EFT / EDI

  5. Checks Reports Labels Destinations Single Solution Environment • Oracle BI Publisher • Authoring • Managing • Delivering Your Business Documents • Meet Business Requirements • Remove Complexity • Reduce Maintenance Cost • Reduce Total Cost Invoices XML Publisher XML / EFT / EDI

  6. ReportDevelopment

  7. Report Development Today Mimic Report Requirements Report Requirements Report Output Report files Must be same geometry, font, margin size, etc.

  8. Today’s Reporting Issues Data logic Layout Report file Translation • High development cost • High customization cost • Difficult upgrade

  9. Oracle Publisher Paradigm Separate data / layout / UI translation Data Logic Layout BI Publisher Reportoutput Translation • Flexibility • Reduced maintenance

  10. Oracle Publisher Development • Business consultants use familiar desktop tools for layout customization • Support for Multiple Data Sources XSL Report Templates • Rapid Deployment XSL-FO XML Formatting Engine Report Output Multiple Data Sources

  11. Deployment Options

  12. Flexible Deployment Options… Publisherfor Peoplesoft Publisher for E-Business Suite Publisher for J.D. Edwards Oracle Publisher Publisher Embedded

  13. BI Publisher for Applications Fusion Technology … Integrated Within Your Application • Publisher for Oracle E-Business Suite • Integrated with Concurrent Manager • Tightly integrated with all Applications Modules • Central Repository for managing Data / Layout • Translation & configuration management • Publisher for Peoplesoft Enterprise • Integrated with Process Scheduler / Report Manager • Publish Peoplesoft Queries and Row Sets • Report bursting • Security join tables • Template Manager with effective dates support • Publisher for J.D. Edwards Enterprise • Integrated with EOne Queries • Support Queries save through data browser • Row and business unit security

  14. BI Publisher Enterprise … Many Options … One Powerful Engine! • Publisher Embedded: Custom Development • Powerful formatting engines • High Performance data extraction engine • Batch processing, and Bursting • Delivery API for email, fax, printing, ftp, AS2, etc… • Based on Open Standards: Java, XML, XSL, FO, RTF, PDF • Oracle Publisher Server: Interactive Reporting • Easy and fast deployment • Any J2EE container • Configure Repository on XMLDB or File System • Data from Multiple DBs in the same Report (Oracle, DB2 ..) • Multiple Output Formats / Multiple delivery options • Fusion Architecture, Hot-Pluggable Services • Database and Application Server independent • Very advance Security and Administrative options • Integration: Java, Web Services, BPEL, Standard Portlets

  15. BI Publisher Desktop Same tools for all deployment options • Functional Users Tools Functional user can create report layouts using familiar desktop applications • Template Builder for Microsoft Word • Template Builder for Microsoft EXCEL • Template Builder for Adobe Acrobat • Online Template Builder • Developers / Consultants / IT department Tools Create data sources, define data sets and reports using expert tools • XMLP Builder • XMLP Viewer / Debugger

  16. Features

  17. From Data to Destination PDF Email Oracle, SQL Server RTF Printer HTML PeopleSoft, SAP, Siebel Excel BI Publisher Fax XML XSL Java, C++, Pearl, etc Repository Templates EDI • Word • Excel • Acrobat EFT • XML Spy • Scriptura • Others e-Commerce Web Services Data Source Layout Tools Output Destinations

  18. BI Publisher Government Forms • Business Data • Human Resources • Procurement PDF Government • Human Resources • W2, W4 • 1099 • Procurement • sf26, sf33, sf1449 • OF347 Download PDF forms from Gov. Web Site Send back the exact form filled with data

  19. Controller CEO BI Publisher XML B2B Extract Once – Publish Multiple Times Payment Data EFT Banking EFT Excel HTML PDF XML Government XSL Different Templates For different output formats

  20. BI Publisher Batch Processing – Bursting Multiple Data, which templates, where to send…in one XML File EDI HTML PDF PDF XML Templates

  21. BI Publisher Consolidated Document Publishing • Generate consolidated documents • Briefing Books • Shipping Documents • Others • Either BI Publisher or 3rd party PDFs

  22. E Business SuiteApplications

  23. HRMS DBI/PMV Purchasing Contracts Sourcing Quoting FSG eRecords Loans Financials Consolidation Hub AP / AR / FA EBS Products UtilizingBI Publisher • Order Management • iStore • Project Contracts • Marketing • Student Services • Discrete Manufacturing • Process Manufacturing • Bill Presentment • Internal Controls Manager • Global Financials • Sub Ledger Accounting • SCM • Projects

  24. Oracle Human Resources Human Resources Business Requirements • Generate Employee tax forms • Support multiple states and continuation pages • Single and Batch processing • Access from Self Service Implementation • PDF Form Templates • XMLP Common Regions • XML APIs (Batch)

  25. Oracle Payments Payments Business Requirements • Generate Electronic Funds Transfer files • Support 160 formats • Very large data input support • Deliver via FTP, HTTP Implementation • eText Templates • Delivery Manager

  26. Oracle Collections Collections Business Requirements • Generate dunning letters • User level customization • Generate operational reports • Deliver via multiple channels Implementation • RTF Templates • Conditional formatting • Delivery Manager

  27. Oracle Sourcing Sourcing Business Requirements • Generate integrated output with Contract info • Advanced formatting • Self service interaction Implementation • RTF/XSLFO Templates • Multiple data sources /templates • Integrated into self service application

  28. Oracle Financials Financials Business Requirements • Generate High Fidelity Output • Allow end user customization • 10000+ page output • No change for report consumers Implementation • RTF Templates • Scalable transformation • Concurrent Manager Integration

  29. Customers

  30. Customers

  31. Dell Inc Business Requirements • Generate Customer Facing Output • Multiple Data Sources • Translation support • Multiple Delivery Channels • High Volume ~10000 docs/hr • Keep database load to a minimum Implementation • RTF Templates • Delivery Manager • Watermarking support • Install XMLP on separate server

  32. NCR Business Requirements • Generate Bill of Lading • Barcode support • Multiple Delivery Channels • Supplemental Pages Implementation • RTF Templates • Conditional Formatting • External Font Mapping • Delivery Manager

  33. 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

  34. Q & A Q U E S T I O N S A N S W E R S

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