The Reporting Platform for Applications: Oracle Business Intelligence Publisher

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.

Program Agenda

• • • •

Overview of BI Publisher BI Publisher in Oracle Applications Mastercard Success Story Application integrations with BI Publisher
– – – – – Siebel CRM JD Edwards Enterprise JD Edwards World PeopleSoft E-Business Suite

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• E- Business Suite Implemented at MasterCard • Appendix

Refresher? How many …. Siebel? JD Edwards (World or EnterpriseOne)? Peoplesoft? E-Business Suite? .

Overview of BI Publisher Purchase Orders Labels / Bar Codes Collateral Government Forms eText Order Forms Invoices Operational Reports Correspondence Financial Statements Checks .

Oracle BI Publisher Oracle Standard Enterprise Reporting Platform Data Sources Oracle Applications CRM ESA FMS HCM SCM Layouts Publishing Engine Output Formats PDF RTF HTML Excel EDI XML Destination • Email • Printer • Fax Templates Letters Fund Transfers Order Confirmations Online Paychecks Government Grant Forms Any Relational Data Base Business User Bills Integrated Out-of-the-Box with All Oracle Applications .

Business Suite Implemented at MasterCard • Appendix .Program Agenda • • • • Overview of BI Publisher BI Publisher in Oracle Applications Mastercard Success Story Application integrations with BI Publisher – – – – – Siebel CRM JD Edwards Enterprise JD Edwards World PeopleSoft E-Business Suite <Insert Picture Here> • E.

500 templates In R12.48 • Products shipping content in R9 • Financials HCM • Grants CRM SCM Student Admin • Siebel CRM • Integrated in 8.ALL reports are BI Publisher: 2724 templates and 2092 data sources or data templates across 95 products Oracle Reports to Publisher Conversion Assistant • PeopleSoft • Integrated into 8.1 119 reports OOTB • Actuate to Publisher Conversion Assistant .1 -.1.BI Publisher in Oracle Applications Limited Use License • Oracle E-Business Suite • In 11i -.

2 JD Edwards World JDBC Driver .96 • Allow customers to develop their own templates • Subsequent releases will add Apps content JD Edwards EnterpriseOne JDBC driver • J.BI Publisher in Oracle Applications Limited Use License • J. Edwards World • Integrated in A9.D.D. Edwards Enterprise One • Integrated into 8.1 Produce XML that can be used as input to BI Publisher Automated integration in newly released A9.

BI Publisher in Many Oracle Products • Oracle Identity Management • Oracle Life Sciences AERS • Oracle Life Sciences Data Hub • Oracle FLEXCUBE Universal Banking • i-Flex FLEXCUBE Retail • Oracle FLEXCUBE Direct Banking • Oracle Reveleus • Oracle Mantas • Agile Product Lifecycle Management for Process • Agile Product Lifecycle Management • Oracle Hyperion Planning • Oracle Hyperion Financial Management • Oracle SOA Governance • Oracle Retail • Oracle Global Risk & Compliance • iFlex FLEXCUBE – IFLEX Reinsurance • Oracle FLEXCUBE Lending and Leasing • Oracle Communications Applications • Oracle Transportation Management • Oracle Insurance Insbridge Rating and Underwriting • Oracle Application Express (APEX) • Enterprise Manager .Configuration Change Console .

Program Agenda • • • • Overview of BI Publisher BI Publisher in Oracle Applications Mastercard Success Story Application integrations with BI Publisher – – – – – Siebel CRM JD Edwards Enterprise JD Edwards World PeopleSoft E-Business Suite <Insert Picture Here> • E.Business Suite Implemented at MasterCard • Appendix .

3rd party vendor) to implement POs • 50 Operating Units Requirements • Vendor Country Terms and Conditions • Send PO by Email or Fax Implementation • RTF templates designed by Business Analysts • Mutli-Language T&Cs handled via Sub template • End-to-End process using Out of the Box functionality • 3 days and 1 person to implement POs • 12x faster w/ 1/3 fewer people .MasterCard Worldwide Challenges • 90 days and 3 people (incl.

Program Agenda • • • • Overview of BI Publisher BI Publisher in Oracle Applications Mastercard Success Story Application integrations with BI Publisher – – – – – Siebel CRM JD Edwards Enterprise JD Edwards World PeopleSoft E-Business Suite <Insert Picture Here> • E.Business Suite Implemented at MasterCard • Appendix .

Actuate Report Development vs BI Publisher Report Development Actuate (Developer) 1. 2. Upload template Associate with a View . 6. 2. BI Publisher (End User) 1. Generate Report Object Library Create report in Actuate Compile report Stop report server Deploy report executable Associate report with View and Deploy SRF Generate sample XML data Create report layout Compile Report Stop report server 3. 3. 5. 4. 4.

Siebel – Steps for creating BI Publisher Report Generate XML Data .

Siebel – Steps for creating BI Publisher Report Generate XML Data Create Template .

Siebel – Steps for creating BI Publisher Report Generate XML Data Create Template Upload Template .

Siebel – Steps for creating BI Publisher Report Generate XML Data Create Template Upload Template Associate report with a View .

Siebel – Steps for creating BI Publisher Report Generate XML Data Create Template Upload Template Associate report with a View Without having to restart the application. you can test your report .

ROD to . • Actuate report layout convertor (from .Actuate Reports Conversion Assistant • Command line utility that converts the Actuate layout design into BI Publisher layout design.RTF) • Available to BI Publisher customers at no additional charge • Available via patch number 8968224 .

1.What’s new with Siebel 8.1.2 • Sample of Publisher reports provided out of the box • Accounts: • Account List • Account Service Profile • Enterprise Selling Plan – Overview • Contacts: • Contact List • Contacts By Opportunity • Alphabetic Phone List • Opportunities: • Opportunity List • Opportunities By Sales Rep • Pipeline Report By Sales Rep .1 Fix Pack • Integration with BI Publisher Scheduling • Parametized reporting (parameters can be entered when running a report) • Embedded reports server views into Siebel – More features for embedded reports coming in 8.1.1.

Using Oracle Business Intelligence Publisher 10/15/09 (Thursday) 1:30pm – 2:30pm S311851 Converting Your Siebel Report Solution from Actuate to Oracle Business Intelligence Publisher .For More Information on Siebel • Siebel Reporting Migration Guide for Reports Developers (Document 764191.1) DATE 10/14/09 (Wednesday) TIME 1:45pm – 2:15pm SESSION S310889 DESCRIPTION Creating Custom Siebel Reports.

Business Suite Implemented at MasterCard • Appendix .Program Agenda • • • • Overview of BI Publisher BI Publisher in Oracle Applications Mastercard Success Story Application integrations with BI Publisher – – – – – Siebel CRM JD Edwards Enterprise JD Edwards World PeopleSoft E-Business Suite <Insert Picture Here> • E.

Embedded BI Publisher for JD EnterpriseOne vs BI Publisher Standalone/JD Edwards EnterpriseOne BI Publisher is available to JD Edwards EnterpriseOne users in two ways: • Embedded BI Publisher for JDE1
– Need to produce content rich reports that are part of the existing business process

• Oracle BI Publisher Standalone with JDE1
– Need to empower business users to develop and execute user driven reports

Embedded BI Publisher
8.98.1 adds capability to save output to a file system

Extract

Transform

Publish
PDF RTF

Distribute
Email

BI Publisher
UBE
XSL

HTML Excel XML EDI EFT

Printer

Report Definition

File System New capability

XML Repository

Oracle BI Publisher Standalone with JD Edwards EnterpriseOne
PDF HTML XSL
Excel Power Point Flash

Email

Layout Templates
JDBC Driver

Printer

BI Publisher
JDE EnterpriseOne

RTF CSV

Fax

• Excel • Word • Acrobat • Flex • Others • JDev

XML EDI EFT

Repository

e-Commerce

Layout Tools

Output Formats

Destinations

1 DATE 10/14/09 (Wednesday) 10/15/09 (Thursday) TIME 5:00pm – 6:00pm 1:30pm – 2:30pm SESSION S311667 DESCRIPTION Modernize EnterpriseOne Reports with Embedded Oracle BI Publisher Empower JD Edwards Users with Oracle BI Publisher for Ad Hoc Reporting S311666 .For More Information on JD Edwards EnterpriseOne On MetaLink Search for 789074.

Business Suite Implemented at MasterCard • Appendix .Program Agenda • • • • Overview of BI Publisher BI Publisher in Oracle Applications Mastercard Success Story Application integrations with BI Publisher – – – – – Siebel CRM JD Edwards Enterprise JD Edwards World PeopleSoft E-Business Suite <Insert Picture Here> • E.

2 will automatically generates a nice BI Publisher report •A9.2 calls BI Publisher APIs .JD Edwards World release A9.2 •Use the “Export” feature to create data in XML •A9.XML BI Publisher Export / Electronic Document Distribution .1 or A9.

Oracle BI Publisher Standalone with JD Edwards World PDF HTML XSL Excel Power Point Flash Email Layout Templates JDBC Driver Printer BI Publisher JDE World RTF CSV Fax • Excel • Word • Acrobat • Flex • Others • JDev XML EDI EFT Repository e-Commerce Layout Tools Output Formats Destinations .

For More Information on JD Edwards World On MetaLink Search for 789078.1 The JD Edwards World JDBC Driver is downloadable from Metalink’s Update Center. DATE 10/13/09 (Tuesday) 10/15/09 (Thursday) 10/15/09 (Thursday) TIME 5:30pm – 6:30pm 10:30am – 11:30am 1:30pm – 2:30pm SESSION S311670 S311670 DESCRIPTION Report Distribution for JD Edwards World Report Distribution for JD Edwards World S311666 Empower JD Edwards Users with Oracle BI Publisher for Ad Hoc Reporting .

Program Agenda • • • • Overview of BI Publisher BI Publisher in Oracle Applications Mastercard Success Story Application integrations with BI Publisher – – – – – Siebel CRM JD Edwards Enterprise JD Edwards World PeopleSoft E-Business Suite <Insert Picture Here> • E.Business Suite Implemented at MasterCard • Appendix .

PeopleCode.Peoplesoft – Generate XML Data XML data can be generated using any means including PS Query. File Layout and so forth. . SQR. Application Engine.

.Peoplesoft – Generate XML Data XML data can be generated using any means including PS Query. SQR. File Layout and so forth. PeopleCode. Application Engine.

. • Define output options. • Grant security to view report. • Define bursting options.Peoplesoft – Report Definition Report definitions are used to: • Associate a data source with a template.

Peoplesoft – Running BI Publisher Reports .

50 • • • • • • PDF Full Path Mapping Descriptive Report Names Support for Email Alternative XML Preview XDO Properties Configuration Iterative Template Design .New BI Publisher Features with PeopleTools 8.

50 Highlights: Reporting and Business Intelligence .For more information • Release Notes for PeopleSoft Enterprise PeopleTools 8.50 PeopleBook: XML Publisher for PeopleSoft Enterprise DATE 10/13/09 (Tuesday) 10/14/09 (Wednesday) 10/15/09 (Thursday) TIME 4:00pm – 5:00pm 1:45pm – 2:15pm 9:00am – 10:00am SESSION S307705 S308767 DESCRIPTION Which Peoplesoft Reporting Tool Best Fits Your Needs? Innovations Using Oracle XML Publisher S308258 PeopleSoft PeopleTools 8.50 • Enterprise PeopleTools 8.

Program Agenda • • • • Overview of BI Publisher BI Publisher in Oracle Applications Mastercard Success Story Application integrations with BI Publisher – – – – – Siebel CRM JD Edwards Enterprise JD Edwards World PeopleSoft E-Business Suite <Insert Picture Here> • E.Business Suite Implemented at MasterCard • Appendix .

E-Business Suite Release 12 and 12.1 – HRMS using many government forms from all around the world Payments utilizing Publisher for Banking and Credit Card payment processing – Financial Applications has consolidated many data sources and providing multiple templates – Oracle Reports to BI Publisher Conversion Assistant .

3 or above.Fax Your Documents through RightFax Server • Deliver faxes directly from the BI Publisher Delivery Manager to any fax destination and query the status of the job using RightFax 9.html . • Blog article – http://blogs. • Implemented by the Oracle Collections team for the Strategy Dunning Program.oracle.com/xmlpublisher/2009/07/now_fax_your_ documents_through_1.

1 Improve Insight into Contracts with Oracle Business Intelligence Publisher Round Out Your HRMS Solution and Empower Your Employees S308925 S310633 .For more information DATE 10/14/09 (Wednesday) 10/15/09 (Thursday) 10/15/09 (Thursday) TIME 11:45am – 12:45pm 10:30am – 11:30am 12:00pm – 1:00pm SESSION S311166 DESCRIPTION Smart Reporting in Oracle Financials Release 12.

Business Suite Implemented at MasterCard • Appendix .Program Agenda • • • • Overview of BI Publisher BI Publisher in Oracle Applications Mastercard Success Story Application integrations with BI Publisher – – – – – Siebel CRM JD Edwards Enterprise JD Edwards World PeopleSoft E-Business Suite <Insert Picture Here> • E.

FA. Treasury.5.10 XML Publisher 5.6.2 . AP. AR. iProcurment. iExpenses.Oracle EBS at MasterCard – A Snapshot • Oracle EBS implemented in year 2000 • A wide range of modules to handle various business processes like Purchasing. GL and Projects suite 14 Modules 80 Set of Books 50 Operating units MRC with Single Chart of Accounts • Reporting tools include BI Publisher & Discoverer • Single Global instance supporting all MasterCard offices worldwide • Current version Oracle EBS 11.CM.

MasterCard Agenda • BI Publisher at MasterCard • BI Publisher implementation in EBS – A quick overview • BI Publisher – Is this the Business Analyst’s tool for all reporting requirements? • BI Publisher – How it is relevant to Business users • BI Publisher – Tips & Tricks • Q&A .

BI Publisher at MasterCard • • • • • • It all started with Oracle Open World 2006 A new tool in the hands of Business Analysts Some of the reports created Purchase Order – a major win Ready for Report Manager & Release 12 Challenges during implementation .

It all started with Oracle Open World 2006 .

Business Analyst’s Tool Report Development: Prior to BI PublisherWith BI Publisher Data Extraction Layout/Formatting Report Designer Report Designer Report Designer BI Publisher IT Developers Business Analyst .

Some of the reports created .

Some of the reports created (Contd) .

Ready for Report Manager & Release 12 1. Client ADI getting replaced with WebADI and Report Manager in R12 2. BI Publisher Prerequisite Report Manager . Report Manager needed for FSG in Excel and Standard reports from Self Service 3.

1 IT concerns on report development . need to generate in-house source file – Displaying Attachments & Special Info – White paper 748259.Challenges during implementation PO implementation – – Seeded template XSL-FO which cannot be used in Template Builder – Seed file does not contain all the fields.

BI Publisher implementation in EBS – Quick Overview Pre-req Install Template builder for MS Word plug in • • • • Generate XML source file for the concurrent program Design the format in Template builder Create a Data definition and attach Template file via XML Publisher Administrator Assign the template to Concurrent Program • Generate the output in new format from Concurrent Manager .

Install Template builder for MS Word plug in (One time setup) .

Generate XML source file for the concurrent program .

Design the format in Template builder MCI ASSET NBV REPORT - .

Create Data Definition and attach Template file via XML Publisher Administrator in Oracle EBS .

Assign the template to Concurrent Program .

Generate the output in new format from Concurrent Manager .

Stored procedures .BI Publisher – Is this the Business Analyst’s tool for all reporting requirements • Report formatting tool for both Business Analysts and IT Developers • IT Development still needed for building new queries or adding new fields to existing queries • Other areas of caution (for Business Analysts) – Reports based on Java programs. Spawned Programs.

BI Publisher – Relevance to Business users • IT Cost Reduction • Quick turnaround (PO 3 months to 3 days) • Report in different formats (examples below) PDF: – Procurement Card Reconciliation Report – Travel Expenses Report Forms: – Purchase Order – AR Invoices Excel: – Account Analysis – FSGs (via Report Manager) .

sub-string .BI Publisher – Tips & Tricks • • • • Alignment Images Sub-Templates Functions for masking.

Business Suite Implemented at MasterCard • Appendix .Program Agenda • • • • Overview of BI Publisher BI Publisher in Oracle Applications Mastercard Success Story Application integrations with BI Publisher – – – – – Siebel CRM JD Edwards Enterprise JD Edwards World PeopleSoft E-Business Suite <Insert Picture Here> • E.

jspa?forumID=245 • Converting Crystal Reports to Oracle BI Publisher http://download.oracle.html • Publisher Demo Catalog http://www.com/technology/products/xml-publisher/demoshelf/Shelf.oracle.oracle.oracle.oracle.com/xmlpublisher/ • Publisher Forum http://forums.html • Publisher Blog http://blogs.pdf .com/technology/products/xml-publisher/index.com/forums/forum.com/otndocs/xmlp/CrystaltoBIP.For More Information • Publisher Home Page http://www.

oracle.For More Information http://search.com/technology/products/xml-publisher .com BI Publisher or http://www.oracle.

BI Publisher sessions…. DATE 10/14/09 (Wednesday) TIME 1:45pm – 2:15pm SESSION S308767 DESCRIPTION Innovations Using Oracle XML Publisher 10/15/09 (Thursday) 12:00pm – 1:00pm S309592 Oracle Business Intelligence Publisher Best Practices .

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