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Reporting from Contract Management 14.0 Using BI Publisher 11g

Reporting from Contract Management 14.0 Using BI Publisher 11g. Oracle Safe Harbor Statement.

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Reporting from Contract Management 14.0 Using BI Publisher 11g

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  1. Reporting from Contract Management 14.0 Using BI Publisher 11g

  2. Oracle Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.

  3. Program Agenda • Overview • Installing and Configuring • Getting Started with BI Publisher • Creating and Updating a New Report

  4. Overview • About BI Publisher • Benefits • Enterprise Reporting Solution • Web Deployed • Multi-Product Usage • Usage with Contract Management • Reports • Forms • Letters

  5. Installing and Configuring • Recommended: Separate Servers for BI Publisher and Contract Management • Download All Media Components to Same Root Folder • Repository Creation Utility • Oracle Business Intelligence Installer • Installs WebLogic 10.3.5 • Installs BI Publisher 11.1.1.5.0 • Getting Started

  6. Installing and Configuring • Downloading from eDelivery or OTN

  7. Installing and Configuring • Create the BI Publisher Database Schema with RCU • Install BI Publisher • Supporting Documentation on OTN • BI Publisher 11.1.1.5.0 Quick Installation Guide • BI Publisher 11.1.1.5.0 Documentation Library • Installation support is handled by BI Publisher Support • Configuration with Contract Management is handled by Contract Management Support • Installing BI Publisher

  8. Installing and Configuring Administration URL: http://<bip_server>:<port>/xmlpserver • Updating Authentication within BI Publisher Administration

  9. Installing and Configuring • Add Contract Management Reports, Forms, and Letter Templates to BI Publisher From: To: • Integrating with Contract Management

  10. Installing and Configuring • Configure the integration within Primavera Administrator • Import your Reports, Forms, and Templates • All set! • Integrating with Contract Management

  11. Getting Started with BI Publisher • Web Based Interface • Layout Editor • Query Editor • Administration • Report Components • Reports/Layouts (XDO) • Data Models (XDM) • Background

  12. Getting Started with BI Publisher • Navigation - Administration

  13. Getting Started with BI Publisher • Navigation – Reports, Forms, and Letter Templates

  14. Getting Started with BI Publisher • Navigation – Data Models

  15. Getting Started with BI Publisher • Navigation – Opening a Report

  16. Getting Started with BI Publisher • Navigation – Report View

  17. Getting Started with BI Publisher • Navigation – Layout View

  18. Getting Started with BI Publisher • Create a New JDBC • Update your Data Model • Update Data Model > Default Data Source • Update Data Set > Data Source • Create Sample XML Data Set (optional) • Run your report! • Running a Report from within BI Publisher

  19. Creating and Updating a New Report • Create a New Report • Create a new report using an existing Data Model • Use Save As to copy an existing Report • Make a copy of an XDO using a File Browser • Open your Report in Edit Mode to Manage Layouts • Open your Layout in Edit Mode to Customize your Format • Open your Data Model in Edit Mode to add or remove database columns • Creating and Opening

  20. Creating and Updating a New Report • Save R_CON_01 as R_CON_TONY • Updates to Data Model • Add Conditional Cost Type Column • Add Prompt for Criteria on Contract Date • Updates to Layout • Alternate Row Shading • Add Contract Count & Total for Revised Contract Sums • Show Contracts under $100,000 in red • Add New Layout called ‘Test’ • Group by Conditional Cost Type Column • Demonstration – R_CON_01

  21. Resources • Oracle Technology Network (OTN) – http://oracle.com/technology • BI Publisher Home – http://www.oracle.com/technetwork/middleware/bi-publisher/overview/index.html • Getting Started Guide – http://st-curriculum.oracle.com/obe/fmw/bi/bip/bip11g/gettingstarted/gettingstarted.htm • Blog – http://blogs.oracle.com/xmlpublisher • YouTube Channel – http://youtube.com/user/bipublisher • Communities – http://communities.oracle.com • Oracle University – http://education.oracle.com • OracleBI Publisher 11G R1: Fundamentals

  22. Resources – My Oracle Support • My Oracle Support – http://support.oracle.com • 1382046.1 – “How to Install Oracle BI Publisher 11.1.1.5.0 for use with Contract Management 14 and Later” • 1361214.1 – “How to Integrate and Configure Contract Management with BI Publisher” • 740964.1 – “Advisor Webcast Archived Recordings”Using Oracle BI Publisher 11.1.1.5.0 with Contract Management 14 (2/21/12) • 1356957.1 – “FAQ: BI Publisher and Contract Management v14.0” • 1357830.1 – “How To Create a New Contract Management Letter Template in BI Publisher” • To browse content, search for: “Contract Management BI Publisher”

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