Standalone Oracle BI Publisher

E0 Training Manual

TTH/AMR

Author
- Prabhu A (prabhu.a@tcs.com) - Babu Dass (babu.dass@tcs.com)

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Agenda

Introduction
Overview
Create a new report
Design a RTF template using template builder
Overview
Bursting the report

Exporting the report

Overview
Scheduling the report

Migrate the report

Overview
Security configuration
User creation
Overview
Overview
Roles and Permissions

Admin screen - Overview

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Introduction

¾ Oracle Business Intelligence Publisher is an enterprise reporting solution to author, manage, and deliver all types of
highly formatted documents.

¾ End users can easily design report layouts using familiar desktop tools, reducing the time and cost needed to develop
and maintain reports.

¾ Extremely efficient and highly scalable. Reports can be viewed online or scheduled for delivery to a wide range of
destinations.

Oracle Corporation released Oracle BI publisher in two ways.

1. Standalone BI Publisher.
It works as standalone reporting tool owning its inbuilt security model. This training manual gives more
information about the standalone BI Publisher tool and its capabilities.

2. BI Publisher Integrated with OBIEE.

This comes along with Oracle Business Intelligence Enterprise Edition. It will use the OBIEE’s security model.

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BI Publisher - Architecture

High level architecture of Oracle BI Publisher is

(RTF, PDF) (RTF, PDF, PPT

HTML, MHTML,
XML, XLS, CSV)
XML

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BI Publisher

Login with your username, password and select

the appropriate Language and click on “Sign In”

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BI Publisher – Home Page

My Folders, where the personal

reports get stored. These reports can
be accessed by only by the users who
created.
Shared Folders, where the common reports get stored. Users can
access these reports according to their permissions. Click on
“more…” to view the entire shared folder.

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BI Publisher – Home Page

This is the folder which can hold reports,

used to organize the reports

These are the reports present within the

folder “Supply Chain Management”

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BI Publisher – Create new BIP report

Use these options to create new folder to

organize the reports and to create a new report.
Click on “Create a new report”.

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BI Publisher – Create new BIP report ….cont’d

Enter the report name and click on “Create”

button. New report “AA Demo” will be shown in
the right pane.

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BI Publisher – Create new BIP report …..cont’d

This report is created directly under “Shared Folders”. You can also create a report under a particular folder by clicking on the
“Create a new report” after drill down to the path where you want to create a new report. There are five options available for a report.
1. View – To view the result of the report
2. Schedule – To schedule this at a particular time with/without a condition and deliver to a set to delivery devices.
3. History – To view the report results/status of the scheduled report.
4. Edit – To edit the report.
5. Configure – To configure the report with lots of properties.

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BI Publisher – Create new BIP report ….cont’d

These are the inputs needed to create a BIP report.

1. Data Model – Source data on which you need to create a report.
2. List of values – To add a list of values for more interaction.
3. Parameters – To pass parameters to the report.
4. Layout – How to display the data to the user.
5. Bursting – To specify the parameters to deliver the report based
on a column value.
Click on “New” to add new and “Delete” to delete the items.

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BI Publisher – Create a data model for a BIP report

Select the Data Model and click on “New” and enter the
data model name and select the type of source data
and provide the appropriate details. Here XML file is the
source data. Mentioned xml file should be present in
the BIPHome/xmlp/xmlp/DemoFiles. Save the report.

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BI Publisher – Create new BIP report ….cont’d

Other Sources of reporting are shown in

the dropdown list.

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BI Publisher- Developer Tools

“Template Builder” link is used to install Oracle BI

Publisher Desktop in the client machine.
“Analyzer for Excel” link is used to install the Excel
Analyzer in the client machine.
“Oracle SQL Developer” link is used to navigate to the
Oracle site, where you can download the SQL
Developer and its associated documents.

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BI Publisher – Creating report template

You will get the “Oracle BI Publisher” menu, if you installed

the BI Publisher desktop on the system using the “Template
Builder” in the Developer Tools section. Select “Log On” from
the menu and provide the user id, password and the report
server details as shown in the next slide.

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BI Publisher – Creating report template [Log on screen]

Click on “Login” button. It will ask you to select

the report for creating template as shown in the
next slide.

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BI Publisher- Creating report template ….cont’d

Select the report and click on “Open Report”

button.

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BI Publisher- Creating report template ....cont’d

Click on “Insert” menu and select “Field”. You will get a pop up window
with the fields provided in the xml which is mentioned in the Data Model
section. Drag and drop or select the field and click on insert button on the
pop up and design the report you want to look like.

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BI Publisher- Creating report template …cont’d

After designing the template, select the

“Oracle BI Publisher” menu and select
“Upload Template As” and provide the
suitable template name. This template will
be added to the report automatically.

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BI Publisher- Creating Layouts

Select “Layout” and click on “New”, you will get

this screen. Report template that you created will
be automatically selected and you can adjust the
output format types by check/uncheck the
checkboxes associated with the format types.
Provide the appropriate name and save the report.

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BI Publisher- Bursting

Specify the split by and deliver by

fields and provide the data source
for the delivery.

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BI Publisher- Viewing results

Click on “View to view the result. Select the output type and you can view
the result the selected output type. You can also export the result in the
selected output type, send the results to the delivery device attached and
also schedule this report to a particular time with/without condition.

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BI Publisher- Export reports

Select the output type and click on “Export”

button, you will get a File Download option.
You can open the file or save it on your pc.

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BI Publisher- Send to delivery devices

Use this button to deliver the report to various delivery devices. You will get a pop up and select
the delivery device and provide the appropriate details. List of delivery devices are shown in the
left hand side.

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BI Publisher- Scheduling the report

You need to give a name for the particular job and select the parameters
and how you want to view the output and if you need any notifications
when a particular event happen and what frequency you want to run this
report. After filling all the detail click “Submit”

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BI Publisher- Runtime Configuration

There are lot of Runtime Properties. You can set/reset those values,
which will be used while running the report. 26
BI Publisher- Viewing the scheduled report

You can view status/username/scope/start time/end time of the particular schedule

history of the report and also you can download the result document as well as XML file
for the output.

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BI Publisher- Schedules screen
History of scheduled report

To go back to OBIEE Dashboard, To sign out from the BI

click on “Dashboards” link. Publisher, click the “Sign
Out” link.

You can view status/username/scope/start time/end time of all the scheduled

report and also you can download the result document as well as XML file
for the output.

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BI Publisher- Uploading a report

You can upload the existing report of one BIP

server to the other server with this option.

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BI Publisher- Uploading a report …Cont’d

You need to select the xdo file of the existing

report and select whether to overwrite the
existing report and click on “Upload” button.
Report will be created with the name of the xdo
file as shown below. Need to associate the
template to display the result.

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BI Publisher- Admin Screen

Admin privileged users can view this

screen. Most of the configuration settings
can be done here.

Security is handled in this section.

Explained in detail in the following
slides.

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BI Publisher- Security Center (Security Configuration)

Enable the check box and provide the superuser name and
password as this user can log in to system independent of
security model.

Enable the checkbox and provide

the credentials to enable single
sign on security model.

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BI Publisher- Security Center (Security Conf) …Cont’d

These are the security models supported by Oracle BI Publisher.

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BI Publisher- Security Center (User)

Click the “Create User” button to create a new user using the
below screen for Oracle BI Publisher.

Enter the Username and password and

Click on “Apply” button to create the user.

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BI Publisher- Security Center (Roles & Permissions)

Can create roles using the below screen and assign access/permission
to specific folders, data sources and assign existing roles.

Enter the name and description of the role

and Click on “Apply” button to create the
role.

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BI Publisher- Admin Screen

Oracle BI Reporting can be done from

these data sources.

Repository configuration, server/scheduler

configuration can be done in this section.
Can refresh the folders and reports using
the “Refresh Metadata” link.

Runtime properties of the reports and

fonts used in the BIP repots can be mapped
in this section.

Oracle BI presentation services and BI

Discoverer are configured to use as
source for BIP reports.

Oracle BI reports can be delivered to

the list of devices marked.

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Thank You
www.tcs.com

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