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Siebel 8.1.

x BI Publisher Reports
Activity Guide

D56892GC11 Edition 1.1 April 2010 D66463

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Table of Contents
Practice 1-1 Generating Siebel Reports................................................................ 1 Practice 3-1 Configuring the Siebel Web Client .................................................... 3 Practice 3-2 Running Reports on the Siebel Web Client....................................... 8 Practice 4-1 Enabling Report Scheduling ........................................................... 11 Practice 5-1 Setting the Environment to Edit a Template.................................... 17 Practice 5-2 Editing a Report Template .............................................................. 20 Practice 6-1 Creating a New Report Template .................................................. 23 Practice 6-2 Testing the Report .......................................................................... 26 Practice 7-1 Formatting Number and Date Fields ............................................... 29 Practice 7-2 Applying Conditional Formatting ..................................................... 32 Practice 7-3 Applying Additional Formatting ....................................................... 33 Practice 8-1 Adding a Computed Field to a Report............................................. 35 Practice 8-2 Adding Summary Values to a Report.............................................. 37 Practice 9-1 Extending a BIP Integration Object ................................................. 41 Practice 10-1 Configuring an Integration Object ................................................. 45 Practice 11-1 Creating a Master-Detail Report ................................................... 51 Practice 12-1 Adding a Chart to a Report ........................................................... 57 Practice 12-2 Adding a Sequence to a Chart...................................................... 62 Practice 13-1 Deploying Reports to the Web Client ............................................ 65 Practice 13-2 Purging Reports ............................................................................ 69 Practice 14-1 Creating a Parameterized Report ................................................. 71 Practice 14-2 (Optional) Referencing Report Parameters Indirectly ................... 77 Practice 15-1 Deploying a Report Translation File.............................................. 79 Practice 15-2 Creating a Report Translation File ................................................ 82 Practice 16-1 Enabling BI Publisher Logging...................................................... 85

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Lesson 1: Introducing Siebel Reports

Practice 1-1 Generating Siebel Reports


Goals To generate a Siebel report To examine a variety of types of Siebel reports Time 15 - 20 minutes

Instructions:
In this practice you will generate a variety of reports using the Siebel Developer Web Client. This client is similar to the Mobile Web Client that users use, but is designed for developers. 1. Start Siebel Call Center Developer Web Client: a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel Call Center - ENU. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK. 2. Generate a list report. a. Navigate to the Accounts screen and click My Accounts. b. Query for Name = Can. This retrieves account beginning with Can. c. Click the Reports button in the toolbar and select Account List. d. In the popup applet, click in the Pick List Values field, click the down-arrow to display the picklist values. e. Observe that the list includes PDF, HTML, RTF, and EXCEL. f. Specify the report output type by selecting PDF from the picklist. g. Click Submit. h. A file download window appears after several seconds. Click Open to view the report. i. Maximize the report window and examine the report. Observe that the report displays the same set of accounts that are displayed in the My Accounts view. j. Close the report window. k. Click Close to close the ReportOutputType popup applet. 3. Generate the report in a different format. a. Click the Reports button in the toolbar and select Account List. b. In the popup applet, set Pick List Values to HTML and click Submit. c. A file download window appears after several seconds. Click Open to view the report.

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Lesson 1: Introducing Siebel Reports

d. Maximize the report window and examine the report. Observe that the report displays the same set of accounts that were displayed in the PDF version of the report. Notice however that the HTML version of the report does not include page breaks. e. Close the report window. f. Click Close to close the ReportOutputType popup applet. 4. Generate a master-detailed report. a. In the account list applet, query for Name < Ac. This returns a small set of accounts with a variety of child records. b. Generate the UT Account Detail report in PDF format. This report may take a short while to appear. c. Open the report and observe that this report is formatted to start each Account on a new page. d. Observe that each account may display different lists of child records (Contacts, Equipment, and Opportunities) according to the actual child records associated with the account. e. Close the report window. f. Click Close to close the output type window. 5. Generate a group report. a. Navigate to the Opportunities screen and click All Opportunities. b. Generate the By Sales Rep report in PDF format. c. Observe that the opportunities are grouped by the sales rep. d. Close the report window. e. Click Close to close the output type window. 6. Retrieve a previously-generated report. a. Click the Reports button in the toolbar and select My BI Publisher Reports. b. Observe that the My Reports view appears and displays the reports you just generated. You can verify this by inspecting the Created Date for the reports. c. Drill down on the UT Account Detail report and click Open. d. Observe that this is the report you generated previously in this practice. e. Close the report. 7. Generated reports are stored in the Siebel File system. For the Siebel Developer Web client connected to the sample datasource, the file system is ..\Client\sample\files in the installation directory. Inspect the directory that contains the generated files. a. In Windows explorer, navigate to D:\OUsea\Client\SAMPLE\FILES. b. Sort the file list by date modified in descending order. c. Observe that there are several files that were recently generated and they start with S_XMLP_REPOUTPT which indicates a report file. d. Close Windows Explorer. 8. In Siebel Call Center, select File > Log Out.

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Lesson 3: Configuring Siebel Applications to Use BI Publisher

Practice 3-1 Configuring the Siebel Web Client


Goals Time To configure the Siebel Web client to access a BI Publisher server 40 - 50 minutes

Instructions:

1. Copy the Siebel custom JAR files. a. Use Windows Explorer to navigate to D:\OUSea\siebsrvr\CLASSES. b. Locate and right-click to copy the following files: SiebelCustomXMLP.jar, SiebelCustomXMLP_SIA.jar, and XSLFunctions.jar. c. Use Windows Explorer to navigate to D:\OraHome_1\oc4j_bi\j2ee\home\applications\xmlpserver\xmlpserver\WEB-INF\lib. d. Paste the three JAR files into the directory. 2. Enable external reference on the BI Publisher server. a. Select Start > Programs > Oracle - BIPHome1 > Start BI Publisher. A command window appears. Minimize the command window, but do not close it. Wait until you see "initialized" in the last line. b. Start the BI Publisher Enterprise application: i. Select Start > Programs > Oracle - BIPHome1 > BI Publisher Server to invoke the administration application. ii. Enter:
Username Password Administrator Administrator

c. d. e. f. g. h. i.

iii. Click Sign In. Click the Admin tab. Under Runtime Configuration, click Properties. Locate the FO Processing section and set "Disable external references" to False. Click Apply and verify that "Configuration saved successfully" appears in the upper left. Minimize the application. Select Start > Programs > Oracle - BIPHome1 > Stop BI Publisher. Wait until both the Stop and Start BI Publisher command windows close.

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In this practice you will configure the Siebel Web client to communicate with a BI Publisher reports server. To save time the BI Publisher server has already been installed on the image used in the course. In addition, a .sif file has been imported and the updated object definitions have been compiled into the server repository. Also an updated version of the PublicReportService Web service has been configured.

Lesson 3: Configuring Siebel Applications to Use BI Publisher

j. Select Start > Programs > Oracle - BIPHome1 > Start BI Publisher. A command window appears. Minimize the command window, but do not close it. 3. Verify that the Siebel Server is running. a. Select Start > Programs > Administrative Tools > Services. b. Select "Siebel Server [OUEnt_OUSrvr]" and verify that the Status = Started. c. If the Status is not Started then start the Siebel Server. i. Right-click "Siebel Server [OUEnt_OUSrvr]" and select Start. ii. Right-click in the task bar and select Task Manager. iii. Click the Performance tab. iv. Wait until the CPU drops to a low level for several seconds. This indicates the server is up. It will take several minutes. v. Minimize the Task Manager window. vi. Minimize the Services window. 4. Start Siebel Call Center Web Client: a. Select Start > Programs > Internet Explorer. b. Enter Address: http://localhost/callcenter_enu. c. Enter:
User ID Password SADMIN SADMIN

d. Click the arrow. 5. Verify that the XMLP Report Server component is enabled on the Siebel server. a. In Siebel Call Center, navigate to Administration - Server Configuration > Enterprises. b. In component groups, query Name = XMLP Report. c. Verify that it is enabled on the enterprise, and assigned to the OUSrvr. 6. Configure the outbound web service. a. Navigate to Administration - Web Services > Outbound Web Services. b. Query for Name = PublicReportServiceService. c. Verify that two outbound Web services are displayed. d. Expand the Namespace column to display the complete namespace. e. Select the Web service with a namespace of http://xmlns.oracle.com/oxp/service/PublicReportService. This is the original Web service. f. Set its status to Inactive to disable the Web service. g. Select the Web service with a namespace of http://xmlns.oracle.com/oxp/service/v11/PublicReportService. This is the updated Web service that was pre-configured for this practice. h. In the bottom applet, verify that Name = PublicReportService_v11. i. The Address should = http://localhost:9704/xmlpserver/services/PublicReportService_v11. If it does not, edit it to match. This is the address for the BI Publisher Server. j. Click Clear Cache.

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Lesson 3: Configuring Siebel Applications to Use BI Publisher

7. Create the report responsibilities. a. Register the new view used to display scheduled reports i. Navigate to Administration - Application > Views. ii. Click New and set View Name = Report Job List View. Do not use the picklist. b. Navigate to Administration - Application > Responsibilities. c. Create a new responsibility and set Responsibility = XMLP_ADMIN. d. In the Users list, click Add and select the user with User ID = SADMIN. e. Create the following three new responsibilities and add SADMIN to each.
Responsibility XMLP_DEVELOPER

XMLP_SCHEDULER

f. g. h. i. j.

Select Responsibility = XMLP_SCHEDULER. In the Views list, click Add and select Report Job List View. Click Clear Cache (in the Responsibilities list). Log out of Siebel Call Center. You are returned to the log in screen. Log in: i. Enter:
User ID Password SADMIN SADMIN

ii. Click the arrow. k. Click the Reports button and select My BI Publisher Reports. l. Verify you have a tab called BIP Reports Server and under it My Reports and My Jobs links. Note: Do not click My Jobs as that view has not been completely configured yet. You will complete the configuration of that view when you enable scheduling. 8. Create the Web service used by the BI Publisher server as part of the Siebel Security Model. a. Navigate to Administration - Web Services > Inbound Web Services. b. Click Import. c. Click Browse and navigate to D:\OUSea\Tools\REPPATCH. d. Select BIPSiebelSecurityWS.XML and click Open. e. In the EAI Web Service Import window, click Import. f. In the Inbound Web Services list, query for Name = BIPSiebelSecurityWS. g. In the Service Ports list, edit the Address column by replacing the fully-qualified machine name (sdc78178svqe.corp.siebel.com) with localhost. The address should read http://localhost/eai_enu/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute.

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XMLP_SIEBEL_GUEST

Lesson 3: Configuring Siebel Applications to Use BI Publisher

h. Click Clear Cache. i. Restart the Siebel application to make sure the Web service configuration tales effect. i. Select File > Log Out. ii. In the login window, enter:
User ID Password SADMIN SADMIN

iii. Click the arrow. j. Navigate to Administration - Web Services > Inbound Web Services. 9. Create a BI Publisher local superuser. a. Return to the BI Publisher Enterprise application. i. If prompted to log in, enter:
Username Password Administrator Administrator

b. c. d. e.

ii. Click Sign In. Click the Admin tab. Under Security Center, click Security Configuration. In the Local Superuser section, check Enable Local Superuser. Enter:
Superuser name Password Administrator Administrator

f. Click Apply. 10. Enable the Security Model on the BI Publisher Server. a. Scroll down to the Security Model section. b. Set Security Model to Siebel Security. Use the picklist. Additional fields are then displayed. c. In Siebel Call Center, return to the Inbound Web service view, and copy the Address for the BIPSiebelSecurityWSPort service port. d. In the BI Publisher Enterprise, paste the address into the Siebel Web Service Endpoint field. e. Enter:
Administrator Username Administrator Password SADMIN SADMIN

f. Click Apply. g. Click Sign Out. h. Close the window.

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Lesson 3: Configuring Siebel Applications to Use BI Publisher

11. Restart the BI Publisher Server to have the changes take effect. a. Select Start > Programs > Oracle - BIPHome1 > Stop BI Publisher. b. Wait until both the Stop and Start BI Publisher command windows close. c. Select Start > Programs > Oracle - BIPHome1 > Start BI Publisher. A command window appears. Minimize the command window, but do not close it. Wait until you see "initialized" in the last line. d. Start the BI Publisher Enterprise application: i. Select Start > Programs > Oracle - BIPHome1 > BI Publisher Server to invoke the administration application. ii. Enter:
Password SADMIN

e. f. g. h. i. j.

iii. Click Sign In. Being able to sign as SADMIN/SADMIN verifies that the Siebel Security Model has been implemented. Click the Admin tab. Under Security Center, click Roles and Permissions. Observe that a large number of roles appear. Each role corresponds to a Siebel responsibility and the roles have been downloaded from the Siebel application. From the picklist, select 401-410, and verify that the four XMLP responsibilities you created appear. Click Sign Out. Close the window.

12. Restart the Siebel Server to apply the security model to the Siebel application. a. Return to the Services Window. b. Right-click "Siebel Server [OUEnt_OUSrvr]" and select Stop. c. Right-click "Siebel Server [OUEnt_OUSrvr]" and select Start. d. Return to the Task Manager window. e. Click the Performance tab. f. Wait until the CPU drops to a low level for several seconds. This indicates the server is up. It will take several minutes. g. Minimize the Task Manager window. h. Close the Services window.

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Username

SADMIN

Lesson 3: Configuring Siebel Applications to Use BI Publisher

Practice 3-2 Running Reports on the Siebel Web Client


Goals Time To run reports on the Siebel Web client 5 - 10 minutes

Instructions:

1. Start Siebel Call Center Web Client: a. Select Start > Programs > Internet Explorer. b. Enter Address: http://localhost/callcenter_enu. c. Enter:
User ID Password SADMIN SADMIN

d. Click the arrow. 2. Upload the report template to the BI Publisher server. a. Navigate to Administration - BIP Reports > Report Template Registration. b. Select Report Name = Contact List. c. Click Upload Files. 3. Generate a report in connected mode. a. Navigate to the Contacts screen and click My Contacts. b. Click the Reports button. c. Select Contact List. d. In the popup applet, set Pick List Values to PDF and click Submit. e. Click Open to view the report. f. Verify that the report displays the contacts listed in the applet. g. Close the previewed report. h. Close the output type window.

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In this practice you will run a report using the Siebel Web client in connected mode. The report is generated on the BI Publisher and returned to the Siebel Web client for display. You first need to upload the Siebel report templates to the BI Publisher server before you can run a report. For the purposes of this practice you will upload only the report template you wish to run.

Lesson 3: Configuring Siebel Applications to Use BI Publisher

4. Retrieve a previously-generated report in connected mode. a. Click the Reports button in the toolbar and select My BI Publisher reports. You can also navigate to the My Reports view by selecting BIP Reports Server > My Reports from the sitemap. b. Observe that the My Reports view appears and lists the report you just generated. You can verify this by inspecting the Created Date for the reports. c. Drill down on the Contact List report and click Open. d. Observe that this is the report you generated previously in this practice. e. Close the report. 5. Generated reports are stored in the Siebel File system. Inspect the Siebel File System. a. In Windows explorer, navigate to D:\siebfile\att. b. Observe that there is a report file (the name starts with S_XMLP_REPOUTPT) with a modification time that corresponds to the time in the My Reports view. c. Minimize Windows Explorer. 6. Start the BI Publisher Enterprise application: a. Select Start > Programs > Oracle - BIPHome1 > BI Publisher Server to invoke the administration application. b. Enter:
Username Password Administrator Administrator

c. Click Sign In. 7. Examine the uploaded report files. a. In BI Publisher Enterprise, click the Reports tab. b. Click Shared Folders. c. Verify that a folder named SiebelCRMReports appears and contains a report named Contact List. 8. Examine where the report files are stored. a. In BI Publisher Enterprise, click the Admin tab. b. Under System Maintenance, click Report Repository. c. Observe that the path to the report repository is D:/OraHome_1/xmlp/XMLP. d. In Windows Explorer, navigate to D:\OraHome_1\xmlp\XMLP. Reports stored on the BI Publisher Server are located in the Reports folder. e. Open the Reports folder and observe there is a folder that corresponds to each folder displayed in BI Publisher Enterprise. f. Open the SiebelCRMReports folder. g. Open the Contact List folder. h. Observe that three files were uploaded to the report server. You will learn more about each of these files in subsequent lessons. i. Click Sign Out. j. Close the window.
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Lesson 3: Configuring Siebel Applications to Use BI Publisher

9. Leave the Siebel Call Center Web Client running. In the next lesson, you will enable report scheduling. You will learn how to administer reports using the Siebel Web client in subsequent lessons.

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Lesson 4: Scheduling Reports

Practice 4-1 Enabling Report Scheduling


Goals To configure the Siebel application and the BI Publisher server to support scheduling of reports You must have completed configuring the Report features in the previous practice. 40 - 50 minutes

Prerequisite Time

Instructions:
In this practice you will complete the configuration required to enable report scheduling. To save time a scheduling database in the BI Publisher server has already been created. You will perform several post-installation configuration tasks on the Siebel client. 1. Return to or if necessary, start Siebel Call Center Web Client: a. Select Start > Programs > Internet Explorer. b. Enter Address: http://localhost/callcenter_enu. c. Enter:
User ID Password SADMIN SADMIN

d. Click the arrow. 2. Create the list of values used to schedule a report. a. Navigate to Administration - Data > LOV Explorer. b. Create a new record and set Type = XMLP_RPT_SCHEDULE_MODE. c. Navigate to Administration - Data > List of Values. d. Create new records and set:
Type XMLP_RPT_SCHEDULE_MODE XMLP_RPT_SCHEDULE_MODE XMLP_RPT_SCHEDULE_MODE Display Value Run Immediately Run Once Run Daily/Weekly Translate checked checked checked

e. Click Clear Cache You will next administer the symbolic URL to enable the BI Publisher report scheduling Web page to be embedded in the a Siebel view. The name of the symbolic URL is BIPReportJobListPage and this name appears in the configuration of a business component field. If you are interested in examining the configuration of this business component, refer to the optional steps at the end of this practice.

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Lesson 4: Scheduling Reports

3. Create the symbolic URL. a. In Siebel Call Center, navigate to Administration - Integration > WI Symbolic URL List > Host Administration. b. Create a new record and set:
Name Virtual name localhost:9704 biphost

c. Navigate to Administration - Integration > WI Symbolic URL List > Symbolic URL Administration. d. Create a new record and set:
Name URL Host name Fixup Name SSO Disposition Name PreloadUrl PreloadUrlPerSession anyname id passwd BIPReportJobListPage business component field> <this name must match the name referenced in the

http://biphost/xmlpserver/servlet/myjob localhost:9704 Default IFrame Required Argument Type Argument Value Argument checked Command checked Command checked Command checked Field checked Field http://biphost/xmlpserver/login.jsp True PostRequest BIPUser BIPPassword <select from the picklist>

e. In the bottom applet, create records and set:

f. Select File > Log Out, to close the Siebel application and make sure the symbolic URL configuration takes effect. 4. Start Siebel Call Center Web Client: a. Select Start > Programs > Internet Explorer. b. Enter Address: http://localhost/callcenter_enu. c. Enter:
User ID Password SADMIN SADMIN

d. Click the arrow. 5. Test the configuration of the symbolic URL. a. Navigate to BIP Reports Server > My Jobs. b. Verify that the BI Publisher scheduling page appears in the view. This may take a minute or two to occur the first time. c. Observe that the user logged into the BIP Server is the user of the Siebel application. d. Click the History link and observe that the Web page embedded in the view updates.

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Lesson 4: Scheduling Reports

In the next section you will administer the Web service used by the BI Publisher server to retrieve Siebel data. 6. Import and administer the Web service. a. Navigate to Administration - Web Services > Inbound Web Services. b. Click Import. c. Click Browse and navigate to D:\OUSea\Tools\REPPATCH. d. Select BIPDataService.XML and click Open. e. In the EAI Web Service Import window, click Import. f. In the top applet, query for Name = BIPDataService. g. In the bottom applet, edit the Address column by replacing the fully-qualified machine name (sdc78178svqe.corp.siebel.com) with localhost. h. Modify the Username and Password at the end of the address to UserName=SADMIN&Password=SADMIN. These are the credentials required to log in to the EAI object manager. i. Click Clear Cache. 7. Generate the WSDL for the BIPDataService Web service. a. In the top applet, make sure that the BIPDataService is selected. b. Click Generate WSDL. c. Click Save. d. In the Save As window, navigate to D:\OraHome_1\oc4j_bi\bin. e. Set "Save as type" to All Files. f. Save the file as dataservice.wsdl. Make sure to spell the filename exactly as shown. g. Click Save. h. Click Close. 8. The oc4j.cmd file has already been modified to support locating the WSDL file you just created. Examine the file a. In Windows Explorer, navigate to D:\OraHome_1\oc4j_bi\bin. b. Select oc4j.cmd and right-click and select Edit. c. Select Edit > Find. d. Enter -Duser.dir as the search string. e. Click Find Next. f. Observe that it has a value of D:\OraHome_1\oc4j_bi\bin. This property indicates the default directory to locate the WSDL file. g. Click Find Next and observe that there is a second occurrence of -Duser.dir with the same value as the prior occurrence. h. Click Find Next to verify that there are no further occurrences. i. Click OK to close the Notepad message. j. Click Cancel to close the Find window. k. Close the file without saving any changes.

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Lesson 4: Scheduling Reports

9. Test the configuration of scheduling. a. In Siebel Call Center, navigate to the Contacts screen and click My Contacts. b. Click the Report menu icon and select Schedule Report. c. In the Schedule a Report popup applet set:
Report Name Job Name Output Type Time Contact List ARP First Test PDF Run Immediately

k. l. m. n.

10. Explore an alternate way to view the report. a. Drill down on the Job Name to examine a detailed description of the report. b. Click the Download link next to Generated Report. c. Observe that the report is displayed. d. Click the browser back-arrow. e. Click the Back button at the bottom left to return to the History list. In the remainder of this practice, you will schedule a report to run at some short time in the future. There is a known issue with this release of the application in which reports scheduled to run in October, November, or December do not get scheduled properly. If this class occurs during one of those months, you must perform step 11 to adjust the machine date to work around this issue. If this class occurs in the remainder of the year, skip the next step and proceed directly to step 12. 11. If the current month is October, November, or December, adjust the machine clock. a. Double-click the clock in the lower right corner of the desktop. b. Set the month to August. c. Click OK.

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d. e. f. g. h. i. j.

Click Schedule. Click Cancel after the applet reappears. Navigate to BIP Reports Server > My Jobs. Verify that there are no records. Click the History link. Verify that your job appears. If the status indicates Running, wait a minute or two and then click the History link again to refresh the page. Verify that the Status is Success. Click the Document link to view the report. Observe that the report appears embedded in the view. Click the browser back-arrow to return to the History list.

Lesson 4: Scheduling Reports

12. Schedule a report to run at a future time. a. In Siebel Call Center, navigate to the Contacts screen and click My Contacts. b. Query for Last Name = C to retrieve all contacts whose last name begins with C. c. Click the Reports button and select Schedule Report. d. In the Schedule a Report popup applet set:
Report Name Job Name Output Type Time Run Date Contact List ARP Second Test PDF Run Once

e. f. g. h.

Click Schedule. Click Cancel after the applet reappears. Navigate to BIP Reports Server > My Jobs. Verify that your job appears. You may need to click the Schedules link several times to refresh the list before the scheduled job appears.

13. Take a 5 to 10 minute break to allow time for the report to run. a. Click the Schedules link to refresh the list. b. Observe that the scheduled job no longer appears. c. Click the History link. d. Verify that your job appears in the History list. e. Verify that the Status is Success. f. Click the document link to view the report. g. Observe that the report appears embedded in the view, and verify that it lists only those contacts whose last name begins with C. h. Click the browser back-arrow to return to the History list. 14. If you changed the month before you scheduled the report, reset the month to its original value. 15. In Siebel Call Center, select File > Log Out. 16. Stop the BI Publisher server and administration applications a. Select Start > Programs > Oracle - BIPHome1 > Stop BI Publisher. b. In the BI Publisher Enterprise, click Sign Out. c. Close the window The reminder of this practice is OPTIONAL. In an earlier part of this practice you configured a symbolic URL with a name of ReportJobListPage. As mentioned previously, this name appears in the configuration of the business component referenced by the applet in the My Jobs view. The following steps examine the configuration of this business component.

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Use the datetime control to set the time to 5 minutes from the current time. Then click Save.

Lesson 4: Scheduling Reports

These steps assume some familiarity with navigating in Siebel Tools. Do not attempt these optional steps if you are not familiar with Siebel Tools. You will learn about Siebel Tools later in the course. 17. Start Siebel Tools: a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK.

19. Select File > Exit to close Siebel Tools.

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18. Examine the configuration of the Report Job List View. a. In Siebel Tools, select View :: Report Job List View | View Web Template :: Base | View Web Template Item. This notation indicates to first select View in the object explorer, the select Report Job List View in the list editor, and then expand View and select View Web Template in the object explorer. Next select Base in the list editor and then finally expand View Web Template and select View Web Template Item in the object explorer. b. Observe that there is a single View Web Template Item and its Applet property is XMLP Report Job List Applet. This is the name of the applet in the view. c. Drill down on the applet property to examine the configuration of the XMLP Report Job List Applet applet. d. Observe that the Business Component property is Report Job BC. This indicates that the XMLP Report Job List Applet maps to the Report Job BC business component. e. In the Object Explorer, expand Applet and select Control. f. Observe that the applet contains a single control, the control maps to field named ReportJobListPage, and that the FieldRetrievalType is Symbolic URL. g. In the upper list applet, drill down on the business component. h. In the Object Explorer, expand Business Component and select Field. i. Observe that the field named ReportJobListPage has a Calculated Value property of BIPReportJobListPage. This is the name of the symbolic URL expected by the applet.

Lesson 5: Modifying an Existing Report Template

Practice 5-1 Setting the Environment to Edit a Template


Goals To examine several features of the BI Publisher Desktop add-in that may need to be set in order to edit a template and preview a report. 15 - 20 minutes

Time

Instructions:
1. Start Siebel Call Center Developer Web Client: a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel Call Center - ENU. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK. 2. Navigate to the Contacts screen and click My Contacts. 3. Generate a contact list report. a. Execute a query for contacts with a Last Name beginning with Aa. b. Generate the Contact List report in PDF format. c. Open the report and verify that multiple contacts appear in the report and that Work Fax is included in the report. d. Close the report. e. Click Close to close the output type window. 4. Identify the report template for the Contact List report. a. Navigate to Administration - BIP Reports > Report Template Registration. b. Query for Report Name = Contact List. c. Observe that Template = cntlist and that Primary Integration Object Name is BIP Contacts Current Query. You need to know the latter name to generate the sample data file. 5. Generate the sample data for use in editing the report. a. Navigate to Administration - BIP Reports > Sample Data File Generation. b. Query for Integration Object = BIP Contacts - Current Query. c. Click Generate Sample XML.

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Lesson 5: Modifying an Existing Report Template

7. Enable the BI Publisher Desktop add-in. a. In the BI Publisher Desktop toolbar, select Data > Load XML Data

b. c. d. e. f. g. h.

The screenshot shows the BI Publisher Desktop toolbar which is usually located below Microsoft Word's standard toolbar. Navigate to the D:\OUSea\Client\XMLP\DATA directory. Select BIP Contacts - Current Query.xml and click Open. Click OK to acknowledge that the data was loaded successfully. Select the ssFirstNa form field, and right-click and select BI Publisher > Properties. Observe that the BI Publisher Properties window appears. Click the Advanced tab and observe that the code <?ssFirstName?> appears in this tab. Click Cancel to close the window.

8. Attempt to preview the report. a. In the BI Publisher Desktop toolbar, select Preview > HTML. b. Observe that an error message appears indicating Extension function error: Class not found 'com.siebel.xmlpublisher.reports.XSLFunctions'. This indicates that the report is accessing a class that it cannot find. c. Click OK. d. Close Microsoft Word.

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6. Examine the report template. a. Use Windows Explorer to navigate to D:\OUSea\Client\XMLP\TEMPLATES where the report templates are stored. b. Select cntlist.rtf. c. Copy it and name the backup copy cntlist bac.rtf d. Double-click cntlist.rtf to open it in Microsoft Word. e. Inspect the template and verify that it corresponds to the contact list report you just generated. f. Select the ssFirstNa form field, and right-click and select BI Publisher > Properties. g. Observe that the native Microsoft Word Text Form Field Options window appears. h. Click Add Help Text and observe that the BI Publisher code <?ssFirstName?> appears in the Form Field Help Text Window. The fact the native Word properties window appears indicates that the BI Publisher Desktop add-in is not yet enabled. It will be enabled when the sample XML data is loaded. i. Close the two form field windows by clicking Cancel.

Lesson 5: Modifying an Existing Report Template

The most likely reason for this error is that the template you opened is a Siebel legacy template that uses several special Siebel-developed custom classes. It is necessary for you to open such legacy reports using a special .bat file that loads the missing classes. Directions for creating this .bat file can be found in the Siebel Reports Guide in Bookshelf. Note that new reports you generate will use functionality in the available BI Publisher classes. 9. Re-open the template file using a .bat file that has been created specifically to load additional JAR files containing the additional classes. This .bat file has been placed in the D: directory. a. Use Windows Explorer to navigate to D:\OUSea\Client\XMLP\TEMPLATES b. Right-click cntlist.rtf and select Open With > Choose Program. c. In the Open With window, click Browse. d. Set "Files of type" to All Files. e. Navigate to the D drive (WINNIT (D:)). f. Select StartWord.bat and click Open. Observe that StartWord has been added to the list of Open With .. programs. g. Click OK. h. Observe that the Contact List template opens in Microsoft Word. i. Reload the sample data. i. In the BI Publisher Desktop toolbar, select Data > Load XML Data. ii. Navigate to the D:\OUSea\Client\XMLP\DATA directory. iii. Select BIP Contacts - Current Query.xml and click Open. iv. Click OK to acknowledge that the data was loaded successfully. j. In the BI Publisher Desktop toolbar, select Preview > HTML. k. Observe that the contact list report can now be previewed. l. Close the previewed report. m. Leave Microsoft Word open.

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Lesson 5: Modifying an Existing Report Template

Practice 5-2 Editing a Report Template


Goals Time To edit an existing report template. 10 - 15 minutes

Instructions:

1. Delete the unneeded column. a. Return to Microsoft Word. b. Select the Work Fax column and the data item beneath it (click and drag to highlight both to select the entire column). c. Right-click and select Delete Columns. 2. Add the new column. a. Select the Address column and the data item beneath it (click and drag to highlight both to select the entire column). b. Right-click and select Insert Columns. c. Add a caption Site to the top row of the column. d. Insert the cursor in the bottom row of the column. e. In the BI Publisher Desktop toolbar, select Insert > Field. f. Select Ssaccountlocation from the Field list and click Insert. g. Click Close to close the Field window. 3. Format the new field. a. Select the new field and right-click and select BI Publisher > Properties. b. Click the Advanced tab and verify that code to display ssAccountLocation appears. c. Click OK to close the Properties window. 4. Preview the report. a. In the BI Publisher Desktop toolbar, select Preview > PDF. b. Verify that the Work Fax column has been removed and that the Site column appears. c. Close the report.

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In this practice you will edit the report template for the contact list report to delete the Work Fax number and to insert a new field that displays the account location. You will also make several other style changes using native Microsoft Word functionality.

Lesson 5: Modifying an Existing Report Template

5. Make several Microsoft Word edits to the report. a. Select the top row of the table with the column headings. b. Click the center text button in the formatting toolbar to center the column headers. c. Right-click the selected row, and select Borders and Shading. d. Click Shading. e. Select the gray square at the right-end of the top row. f. Click OK. g. Reduce the width of the State column, and expand the width of the City column. 6. Preview the report and verify that the changes were made. Close the previewed report when finished. 7. Save the .rtf document when all modifications have been successfully made. 8. Register the updated report template. a. In Siebel Call Center, navigate to Administration - BIP Reports > Report Template Registration. b. Query for Report Name = Contact List. c. Click Generate Xliff to complete the generation of the run-time template files. d. Click OK. 9. Verify that the modified template was deployed. a. Navigate to the Contacts screen and click My Contacts. b. Generate a contact list report. i. Query for Last Name = Moh ii. Generate the Contact List report in HTML format. c. Verify that the modified report with Site and no Work Fax is generated d. Leave the report open, and minimize it. e. Click Close to close the output type window. 10. Compare the new report with the previous report. a. Click the Reports button in the toolbar and select My BI Publisher reports. You should see two entries with Contact List. The earlier one is from the last practice. The other is the one you just ran. b. Drill down on the older Contact List. c. Verify that this version does not have centered labels, does show the Work Fax, and does not show the Site column. d. Close both reports. 11. Close Microsoft Word. 12. Leave the Siebel Call Center Developer Client running.

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Lesson 6: Creating a New Report

Practice 6-1 Creating a New Report Template


Goals To create a new list report template To deploy the report for testing Time 10 - 15 minutes

Instructions:
In this practice you will create a template for a new opportunity list report that displays a small set of revenue-related fields. The existing opportunities list report will continue to be used by the current users. Accordingly you will create a new report rather than modify the existing report. A colleague of yours has verified that the integration object associated with the existing report (Opportunity List) includes all the fields you need for the new report. You will learn in a later lesson how to create a new integration object for a new report. She has also generated the sample data file you will use in this practice and subsequent practices. 1. Return to or if necessary, start Siebel Call Center Developer Web Client: a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel Call Center - ENU. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK 2. Identify the integration object that serves as the report schema. a. Navigate to Administration - BIP Reports > Report Template Registration. b. Query for Report Name = Opportunity List. c. Observe that the Primary Integration Object Name is BIP Opportunity List - Current Query. d. Minimize the application. 3. Start Microsoft Word by selecting Start > Programs > Microsoft Office > Microsoft Office Word 2003. 4. Load the data file for the report. a. In Microsoft Word, in the BI Publisher Desktop toolbar, select Data > Load XML Data b. Navigate to D:\OUSea\Client\XMLP\DATA. c. Select BIP Opportunity List - Current Query.xml d. Click Open. e. Click OK.

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Lesson 6: Creating a New Report

5. Save the new file as ARPOpportunities.rtf in D:\OUSea\Client\TEMP\XMLP. It is important to save the file as a .rtf file. a. Select File > Save As. b. Navigate to D:\OUSea\Client\TEMP\XMLP. c. Set Save as Type = Rich Text Format (*.rtf). d. Set File Name = ARPOpportunities.rtf. e. Click Save. 6. Create the template for a list report. a. In the BI Publisher Desktop toolbar, select Insert > Table Wizard. b. Select Table for the report format and click Next. c. Click Next to select the default data set in the sample data file. d. Select the fields and order as:
Ssname Sssalesstage Ssprimaryrevenueamount Ssprimaryrevenuewinprobability Sscreated Sscommitted

e. f. g. h.

Click Next. Click Next as you will not group the report at this point. Set Sort by = Ssname, and click Next. Enter the label values:
Ssname Sssalesstage Ssprimaryrevenueamount Ssprimaryrevenuewinprobability Sscreated Sscomitted Opportunity Sales Stage Revenue Probability Created Committed

i. Click Finish. Adjust the column widths (so each column header does not word wrap) by dragging each column divider to the left or right to format the table to look like:

The table should be about the full width of the page. Columns two through six should be approximately the same width while the first column should be approximately twice the width of the remaining columns.

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Lesson 6: Creating a New Report

7. Preview the report. a. Select Preview > PDF. b. Verify that the report displays the data as specified. c. Close the report. d. Readjust the column widths, as necessary, to display each field in the report reasonably. You will learn in a later lesson how to format number and date fields. 8. Create a simple header for the report. a. Select View > Header and Footer. b. Enter ARP Opportunities in the header. c. Center the text. d. Set the font to Arial 14 e. Set the style to bold. f. Close the Header and Footer toolbar. g. Preview the report and verify that the page header appears. 9. Save and close the .rtf file. 10. Close Microsoft Word. 11. Leave the Siebel Call Center Developer Client running.

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Lesson 6: Creating a New Report

Practice 6-2 Testing the Report


Goals To administer the report To deploy and test the report Time 5 - 10 minutes

Instructions:
In this practice you will administer the report by associating the report template with its integration object, create the additional XML files, and then test the report in the Siebel Developer Web client. 1. Return to or if necessary, start Siebel Call Center Developer Web Client: a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel Call Center - ENU. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK 2. Register the report. a. Navigate to Administration - BIP Reports > Report Template Registration. b. Create a record and set:
Report Name Description Output Type ARP Opportunity List Modified Opportunity List All

c. Assign the template: i. Click the Select Button in the Template column. ii. Navigate to D:\OUSea\Client\TEMP\XMLP and select ARPOpportunities.rtf. iii. Click Open. iv. If necessary, dismiss any Add Attachment error message. d. Assign the integration object. i. Click the Report Template Integration Objects tab in the lower applet. ii. Click New. iii. Set Integration Object Name = BIP Opportunity List - Current Query by selecting it from the picklist. iv. Select the ARP Opportunity List record in the upper applet and verify that the Primary Integration Object Name column is now filled in.

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Lesson 6: Creating a New Report

3. Generate the additional XML files. a. Click Generate Xliff. b. Click OK. c. In Windows Explorer navigate to D:\OUSea\Client\XMLP\TEMPLATES and verify that the file ARPOpportunities.xsl has just been created. d. In Windows Explorer navigate to D:\OUSea\Client\XMLP\xliff\enu and verify that the file ARPOpportunities.xlf has just been created. 4. Associate the report with a view a. In Siebel Call Center, navigate to Administration - BIP Reports > View Association. b. Query for View Name = All Opportunity List View. c. In the lower applet, click Add. d. Select ARP Opportunity List from the pick applet and click OK. 5. Test the report. a. Navigate to the Opportunities Screen. b. Click All Opportunities. c. Query for Opportunity Name = C. d. Click the Reports button in the toolbar. e. Verify that ARP Opportunity List appears in the Report menu. f. Generate the ARP Opportunity List in PDF format. g. Open the report and verify the report displays six columns of opportunity data. h. Close the report. i. Click Close to close the output type window. 6. In Siebel Call Center, select File > Log Out.

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Lesson 6: Creating a New Report

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Lesson 7: Formatting Report Templates

Practice 7-1 Formatting Number and Date Fields


Goals Prerequisite Time To specify a format for numeric and date fields in Siebel reports You must have configured the ARP Opportunity List report in the previous practice. 15 - 20 minutes

In this practice you will apply additional formatting to the numeric and date fields. You will use built-in BI Publisher formats for numeric fields. Since date fields in the Siebel report data are formatted in a Siebel-specified format, built-in BI Publisher formats for date fields cannot be applied directly. Rather a Siebel-specific function must be applied to convert the Siebel date to the XML canonical format (yyyy-MM-dd). The function you need is in the Siebel supplied JAR files and therefore you will need to invoke Microsoft Word using the StartWord.bat file. 1. Open the ARP Opportunity List report template using StartWord.bat. a. In Windows Explorer, navigate to D:\OUSea\Client\TEMP\XMLP. b. Select ARPOpportunities.rtf. c. Right-click and select Open With > StartWord. d. If StartWord does not appear in the list of programs: i. Select Open With > Choose Program. ii. In the Open With window, click Browse. iii. Set "Files of type" to All Files. iv. Navigate to the D drive (WINNIT (D:)). v. Select StartWord.bat and click Open. Observe that StartWord has been added to the list of Open With .. programs. 2. Load the data file for the report. a. In the BI Publisher Desktop toolbar, select Data > Load XML Data. b. Navigate to D:\OUSea\Client\XMLP\DATA. c. Select BIP Opportunity List - Current Query.xml d. Click Open. e. Click OK. f. Preview the report in PDF format to verify that the template and data were loaded properly. g. Close the previewed report. 3. Reduce the font size for the data fields to avoid wrapping values. a. Select the entire lower row of the table, that is the row that displays the field values. b. Set the font size = 10.

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Instructions:

Lesson 7: Formatting Report Templates

5. The Siebel function to convert the date to the canonical form includes a namespace reference. Copy this reference to the template from an existing report. a. Use Windows Explorer to navigate to D:\OUSea\Client\XMLP\TEMPLATES and doubleclick cntlist.rtf. b. Select and copy the psfn form field at the bottom of the report. c. Paste it into the bottom of the ARPOpportunity report template. d. Select and double-click the psfn form field. Observe that it defines a namespace named psfn. e. Click Cancel. f. Close cntlist.rtf. 6. Format the date field. a. Double-click the ssCreated form field to invoke the BI Publisher Properties window. b. Click the Advanced tab. c. Replace the code with:
<?format-date:psfn:totext(ssCreated,"yyyy-MM-dd","MM/dd/yyyy");'MM/dd/yyyy'?>.

d. e. f. g. h. i. j.

Observe that the code includes a reference to psfn namespace you added in the previous step. You may wish to copy and paste the string from the file Fomat_date_field.txt in D:\labs\Reports. Click OK. Preview the report and observe that dates are now formatted to display only the month, day, and year. Also note that months are displayed using two digits. Close the previewed report. Re-open the property window and change the date mask (the final MM/dd/yyyy ) to MMM dd, YYYY. Click OK. Preview the report and observe the dates are now formatted like Jan 19, 1999. Close the previewed report.

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4. Format the Revenue field. a. Double-click the ssPrimaryRevenueAmount form field to open the BI Publisher Properties window. b. Set Type = Number using the picklist. c. Set Format = #,##0. d. Observe that "Text to display" is blanked out. Set Text to Display = 999,999,999. e. Click OK. f. Insert a $ before the Revenue form field. g. Preview the report in PDF format to verify that the Revenue is now displayed in $999,999,999 format. h. Observe that the date in the report is displayed as it appears in the sample data file (MM/DD/YYYY HH:MM:SS). i. Close the previewed report.

Lesson 7: Formatting Report Templates

7. You can also use several predefined Oracle masks to format the date field. These are defined in the BI Publisher Developer Guide. a. Re-open the property window and change the date mask to SHORT. The code should read
<?format-date:psfn:totext(ssCreated,"yyyy-MM-dd","MM/dd/yyyy");'SHORT'?>

b. c. d. e. f. g. h.

Click OK. Preview the report and verify that the date appears in short form such as 1/19/99. Close the report. Re-open the property window and change the date mask to LONG_TIME. Click OK. Preview the report and verify that the day of the week and the time of day are now displayed. Close the report.

8. Leave the .rtf file open.

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Lesson 7: Formatting Report Templates

Practice 7-2 Applying Conditional Formatting


Goals Time To add formatting that highlights certain records ~5 minutes

Instructions:

1. Create a condition on the revenue field. a. Return to the .rtf. b. Insert the cursor immediately before the $ in the revenue field. c. In the BI Publisher Developer toolbar, select Insert > Conditional Format d. In the Properties tab, set Data Field = ssPrimaryRevenueAmount using the picklist. e. Check "Apply to Entire Table Row". f. Set Condition 1 to Greater than or equal to (choose from the picklist) and 1000000. g. Click Format. h. Click the select button next to the font color. i. Select the color in the upper left box, and click OK. j. Check Font Style. k. Select Bold from the Font Style pick list. l. Click OK. m. Click OK. n. Observe that a condition form field with a default character of C appears before the revenue form field. 2. Test the configuration of the condition a. Preview the report and verify that opportunities with revenue >= 1,000,000 appear in the color you selected. b. If the conditional formatting does not apply properly, select the C form field, right-click and select BI Publisher > Properties to reopen the properties window to adjust the properties. c. Close the previewed report.

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In this practice you will apply conditional formatting to highlight all opportunities with revenue of $1,000,000 or above.

Lesson 7: Formatting Report Templates

Practice 7-3 Applying Additional Formatting


Goals Time To add an image file to a report template 5 - 10 minutes

Instructions:
In this practice you will add a company logo to the header of the report. 1. Add the logo. a. Return to the .rtf file. b. Select View > Header and Footer. c. Insert the cursor immediately before the title in the header and press the Enter key to insert a blank line. d. Re-position the cursor to the top line. e. Change the format to left justified. f. In the Microsoft Word menu, select Insert > Picture > From File. g. Navigate to D:\OUSea\Client\oui\guide. h. Select oracle.gif and click Insert. i. Verify that the logo appears in the upper left corner of the header. j. Click Close to close the Header and Footer toolbar. 2. Change the background color of the column heading in the table. a. Select the top row of the table. b. Select Format > Borders and Shading. c. Click the Shading tab. d. Select the color in the first column third box from the bottom. e. Click OK. f. Click in the highlighted area of the top row to display the selected color. 3. Preview the report in PDF format. a. Verify that the logo appears and that the background color has changed. b. Close the previewed report. 4. Use the field browser to examine all the BI Publisher code used in the report. a. In the BI Publisher Developer toolbar, select Tools > Field Browser. b. If necessary, resize the Field Browser window to display all the form fields and to display as much of the code within the window. c. Select the row with Text = ssCreated.

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Lesson 7: Formatting Report Templates

d. Observe that the code appears in the Edit box at the bottom. You can edit code directly here in addition to the properties window. e. Click Close. 5. Save the modified report template, but leave it open. You will modify it in the next practice.

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Lesson 8: Displaying Calculated Values

Practice 8-1 Adding a Computed Field to a Report


Goals To add a field to a report that displays a value calculated from one or more fields in the record You must have completed formatting the numbers and dates in the ARP Opportunity List report in the previous practice. 5 - 10 minutes

Prerequisite

Time

Instructions:
In this practice you will add a new column to the ARP Opportunity List report to display the expected revenue for the opportunity. The expected revenue is computed by multiplying the revenue by the probability. 1. Return to ARPOpportunities.rtf. If it is not open: a. In Windows Explorer, navigate to D:\OUSea\Client\TEMP\XMLP. b. Select ARPOpportunities.rtf. c. Right-click and select Open With > StartWord. 2. Insert a new column in the template. a. Select the Created column. b. Right-click and select Insert Columns. A blank column should appear to the left of the Created column. c. Select File > Page Setup and click Landscape to set the report page to landscape mode. d. Click OK. 3. Open the Microsoft Forms toolbar. a. In the Microsoft toolbar, select Tools > Customize. b. If necessary, click the Toolbars tab. c. Check Forms. d. Click Close. e. If necessary, drag and dock the Forms toolbar to the right of the BI Publisher Developer toolbar. 4. Add a blank form field. a. Insert the cursor into the lower row of the new column. b. Click the Text Form Field button in the Forms toolbar to insert a blank form field.

The Text Form Field button is located at far left of the Forms toolbar.
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Lesson 8: Displaying Calculated Values

5. Add the code to compute the expected revenue. a. Double-click the blank field to open the properties window. b. Enter the following code:
<?ssPrimaryRevenueAmount*ssPrimaryRevenueWinProbability div 100?>

Note the use of div for the divide operator as / is a reserved symbol in XML. You could have use the multiplier operator (*.01) instead. You may wish to copy and paste the string from the file Compute_revenue.txt in D:\labs\Reports. c. Set Text to display = Expected Revenue. d. Click OK. e. Add a column title = Expected Revenue. 6. Format the field to display numeric values. a. Select the Expected Revenue form field and right-justify it. b. Insert a $ before the field. c. Double-click the Expected Revenue form field to open the properties window. d. Click the Properties tab. e. Set Type = Number. f. Set Format = #,##0. g. Set text to Display = 999,999,999. h. Click OK 7. Preview the report and verify that the Expected Revenue appears and is computed properly. 8. Close the previewed report. 9. Save the modified report template when the report template works. Leave it open.

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Lesson 8: Displaying Calculated Values

Practice 8-2 Adding Summary Values to a Report


Goals Time To add several summary values to a report 10 - 15 minutes

Instructions:
Number of opportunities Number of opportunities with revenue > $100,000 Total revenue 1. In the ARPOpportunties.rtf template, insert the cursor between the table and the psfn form field, and press the Enter key twice to add two blank lines to the form. 2. Insert a form field to display the number of opportunities. a. Insert the cursor two lines under the table. b. Enter the following text: Number of Opportunities: c. Add several blank spaces. d. In the BI Publisher Developer toolbar, select Insert > Field. e. Select Ssid and click Insert. f. Click Close. 3. Configure the form field. a. Double-click the ssId form field to open the properties window. b. Set Function = Count using the picklist. c. Click OK. 4. Insert a form field to display the total revenue. a. Insert the cursor after the ssId form field and press the Enter key to insert a blank line. b. Enter the following text: Total Revenue: c. Add several blank spaces. d. In the BI Publisher Developer toolbar, select Insert > Field. e. Select Ssprimaryrevenueamount and click Insert. f. Click Close.

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In this practice you will add the following summary functions to the report template:

Lesson 8: Displaying Calculated Values

5. Configure the form field. a. Double-click the ssPrimaryRevenueAmount form field to open the properties window. b. Set Function = Sum using the picklist. c. Click OK. d. Select the summary revenue fields and set the format properties to display numeric values as you did in previous practices. Remember to set text to display to 999,999,999. 6. Insert a form field to display the number of opportunities with revenue > $100,000. a. Insert the cursor after the ssId form field and press the Enter key to insert a blank line. b. Enter the following text: Number > 100K: c. Add several blank spaces. d. In the BI Publisher Developer toolbar, select Insert > Field. e. Select Ssprimaryrevenueamount and click Insert. f. Click Close. 7. Configure the form field. a. Double-click the ssPrimaryRevenueAmount form field to open the properties window. b. Set Function = Count using the picklist. c. Click the advanced tab. d. Verify that the code <?count(ssPrimaryRevenueAmount)?> appears. e. Insert the following text [.>=100000] immediately after Amount and before the trailing right parenthesis. Make sure you use square brackets. The code should read: <?count(ssPrimaryRevenueAmount[.>=100000])?>. f. Click OK. 8. Preview the report and verify that the summary functions appear at the end the report. 9. Close the previewed report. 10. Save the report template. 11. Start Siebel Call Center Developer Web Client: a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel Call Center - ENU. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK

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Lesson 8: Displaying Calculated Values

12. Verify that the new report template has not been deployed a. Navigate to the Opportunities Screen and click All Opportunities. b. Query for Opportunity Name = C. c. Click the Reports button in the toolbar. d. Generate the ARP Opportunity List report in PDF format. e. Open the report and verify that it is the original report design and does not include the date and number formatting nor the summary functions. f. Close the report. g. Close the Output Type window. 13. Deploy the updated report template. a. Navigate to Administration - BIP Reports > Report Template Registration. b. Select ARP Opportunity List. c. Click Generate Xliff. d. Click OK. 14. Test the new report. a. Navigate to the Opportunities Screen and click All Opportunities. b. Query for Opportunity Name = C. c. Regenerate the ARP Opportunity List report in PDF format. d. Open the report and verify that it is the updated report design and includes the date and number formatting and the summary functions at the end of the report. e. Close the report. f. Close the Output Type window. 15. Close Microsoft Word. 16. Leave the Siebel Call Center Developer Web Client running.

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Lesson 8: Displaying Calculated Values

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Lesson 9: Editing Integration Objects

Practice 9-1 Extending a BIP Integration Object


Goals Time To extend an existing BIP integration object to include a new business component field 20 - 25 minutes

Instructions:

1. Return to or if necessary, start Siebel Call Center Developer Web Client: a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel Call Center - ENU. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK 2. In Siebel Call Center, generate a contact list report. a. Navigate to the Contacts screen and click My Contacts. b. Query for Last name = Aa. c. Generate the Contact List report in PDF format. d. Verify that the report does not already include the contact's email address. e. Close the report. f. Close the Output Type window. 3. Start Siebel Tools: a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK.

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In this practice, you will add the contact's email address to the contact list report. Since the primary BIP integration object does not include the email address, you will first need to extend the integration object. In a previous practice, you determined that the primary BIP integration object is BIP Contacts - Current Query.

Lesson 9: Editing Integration Objects

4. Expose Integration Object in the object explorer. When you first start Siebel Tools, this object type is not displayed by default. a. Select View > Options. b. Click the Object Explorer tab. c. Scroll down and check Integration Object d. Click OK. 5. Examine the BIP Contacts - Current Query integration object. a. Select Integration Object :: BIP Contacts - Current Query | Integration Component. Note: This notation indicates to first select Integration Object in the object explorer, the select BIP Contacts - Current Query in the list editor, and then finally expand Integration object and select Integration Component in the object explorer. b. Observe that there is a single integration component, and that the value of the External Name property is Contact. This property identifies the underlying business component. c. Expand Integration Component in the Object Explorer and select Integration Component Field to examine the fields in this integration component. d. Examine the External Name property for the integration component fields and observe that there is no email address field. 6. Examine the Contact business component to identify the email address field. a. Select Business Component :: Contact | Single Value Field. b. Query for Name =Email*. c. Observe that there are several business component fields involving email addresses. You will use the field named Email Address. d. Select Email Address and scroll to the right and observe that its Type = DTYPE_TEXT and Text Length = 50. You will use these values when you configure the integration object. 7. Configure the integration object. a. Select Integration Object :: BIP Contacts - Current Query | Integration Component :: Contacts - Current Query | Integration Component Field. b. Select Tools > Lock Project to allow you to edit the integration object. You can lock projects directly for demonstration configuration. c. Create a new record and set:
Name External Name Data Type External Data Type Length External Length External Sequence XML Sequence XML Tag Email Address Email Address DTYPE_TEXT DTYPE_TEXT 50 50 21 21 ssEmailAddress <make sure to remove spaces>

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Lesson 9: Editing Integration Objects

8. Deploy the modified integration object to the run-time database. a. Select Integration Object :: BIP Contacts - Current Query. b. Right-click and select Deploy to Runtime Database. 9. Verify that the integration object was deployed. a. In Siebel Call Center, navigate to Administration - Web Services > Deployed Integration Objects. b. Verify that the BIP Contacts - Current Query integration object appears in the list applet with an updated time corresponding to the time you deployed the integration object. 10. Refresh the cache. a. Navigate to Administration - Web Services > Inbound Web Services. b. Click Clear Cache. This process will take several seconds. 11. Generate a new sample data file. a. Navigate to Administration - BIP Reports > Sample Data File Generation. b. Query for Integration Object = BIP Contacts - Current Query. c. Click Generate Sample XML. d. Click Save. e. Navigate to D:\OUSea\Client\XMLP\DATA. f. Name the file BIP Contacts - Current Query Email.xml. g. Click Save. 12. Examine the file to verify that the new field appears. a. In Windows Explorer, navigate to D:\OUSea\Client\XMLP\DATA. b. Select BIP Contacts - Current Query Email.xml. c. Right-click and select Open with Internet Explorer. d. Click OK to dismiss the warning. e. Scroll down and verify that a child <ssEmailAddress> element appears at the end of each <ssContact> element. f. Close the Internet Explorer window. 13. Open the cntlist report template using StartWord.bat. a. In Windows Explorer, navigate to D:\OUSea\Client\XMLP\TEMPLATES. b. Select cntlist.rtf. c. Right-click and select Open With > StartWord.

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Lesson 9: Editing Integration Objects

To reduce the amount of formatting in this practice, you will simply replace the Job Title field with the email address field. 14. Load the new sample data file. a. In the BI Publisher Desktop toolbar, select Data > Load XML Data. b. Navigate to the D:\OUSea\Client\XMLP\DATA directory. c. Select BIP Contacts - Current Query Email.xml and click Open. d. Click OK to acknowledge that the data was loaded successfully. 15. Modify the report template. a. Select the ssJobTitle form field and delete it. b. Insert the cursor in the blank column. c. In the BI Publisher Desktop toolbar, select Insert > Field. d. Scroll to the end of the list and select Ssemailaddress. e. Click Insert. f. Click Close. g. Replace the Job Title column header with Email Address. h. Resize the column as necessary. 16. Preview the report and verify that the email address appears in the report. 17. Close the previewed report. At this point you would proceed by deploying the report to the Siebel client and verifying that the modified report is generated. Since you have performed this operation several times before, you will not perform it this time. 18. Close Microsoft Word saving your changes. 19. Unlock the project. a. Return to Siebel Tools and select Integration Object :: BIP Contacts - Current Query. b. Select Tools > Unlock Project 20. Leave Siebel Tools and the Siebel Call Center Developer Web Client running.

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Lesson 10: Creating an Integration Object

Practice 10-1 Configuring an Integration Object


Goals Time To configure a new integration object using the Integration Object builder 40 - 50 minutes

Instructions:

1. Return to or if necessary, start Siebel Tools: a. Select Start > Programs > Siebel_Tools_8.1 8.1 > Siebel Tools. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK. 2. Examine the BIP Contact integration objects a. In Siebel Tools, select Integration Object, and query form Name = BIP*Contact*. b. Observe that several active and inactive integration objects are displayed. c. In the list editor, select the first active object definition (if not already selected). This should be BIP Contact - Current Query(Personal). d. Expand Integration component in the object explorer and select Integration Component. e. Observe that this integration object includes only a single Contact business component. f. Scroll down through the remainder of the active integration objects and verify that none of them contain the Action or Account business component as a child integration component. 3. Create a new project. a. Select Project in the object explorer. b. In the list editor, right-click and select New Record. c. Set Name = ARP Integration Objects. d. Click the Locked property to lock the project.

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In this practice you will create a BIP integration object to support a report that displays contacts and their associated activities and accounts. You will first verify that there are no existing BIP integration objects that contain the required integration components.

Lesson 10: Creating an Integration Object

4. Invoke the Integration Object wizard a. Select File > New Object and click the EAI tab to display several EAI wizards. b. Select Integration Object and click OK. c. In the first Integration Object Builder dialog, select ARP Integration Objects as the Project. d. Select EAI Siebel Wizard from the "Specify the source system of the new Integration Object" drop-down. e. Click Next. 5. Specify the source data for the new integration object. a. Select Contact as the source object for the new integration object. b. Select Contact as the source root. c. Enter BIP ARP Contact Details as the name for the new integration object. d. Click Next. e. Click Next to dismiss any warning messages. 6. Select the integration components to be included in the integration object a. Click the + sign next to Contact to display the candidate integration components. b. Deselect Contact to clear the entire list. Since there are only a few integration components it is easier to add the Action and Account components rather than removing a large number of components. c. Scroll down the list and select Account and Action. Make sure to select Account and Action and not Contact_Account and Contact_Action. d. Click Next. e. Note that several messages appear, and then click Finish. 7. You will examine the BIP ARP Contact Details integration object that is created. Siebel Tools should display the newly created object definition. a. Select Integration Object :: BIP ARP Contact Details | Integration Component to verify that the integration object contains the Contact, Account, and Action integration components. b. Observe that the External Name of the integration components are Action, Account, and Contact. These identify the underlying business components. By default, all fields in the selected business components are present in the integration components created by the wizard. You will now inactivate the fields within each integration component that you do not wish to appear in the report schema. 8. Configure the required integration component fields for Contact. a. Select Integration Object :: BIP ARP Contact Details | Integration Component :: Contact | Integration Component Field. b. Select the first record. c. Hold down the Shift key and select the second record. Two records should be highlighted. d. Keep holding the Shift key down and use the scroll bar to scroll to the last record and click (while keeping the Shift key down). This should select all the records. e. From the application-level menu select Edit > Change Records.

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Lesson 10: Creating an Integration Object

f. In the Change 1 field of the Change Selected Records window, enter the following parameters:
Field Value Inactive Y

g. Click OK. h. Use columns displayed to reposition the Inactive column to the immediate right of the Name column. i. For the Contact integration component, make the following fields active.
Contact Integration Component Fields Email Address

Id Last Name Status Work Phone #

j. Query for Inactive = False and verify that the desired fields have been selected. k. Change the Type property of Id to allow the field to appear in the sample data. i. Select Integration Object :: BIP ARP Contact Details | Integration Component :: Contact | Integration Component Field | Id. ii. Observe the value of the Type property is System. System fields do not appear in the sample data file. iii. Set Type = Data. 9. Configure the required integration component fields for Action. a. Select Integration Object :: BIP ARP Contact Details | Integration Component :: Action | Integration Component Field. b. Repeat the steps from above to make all Action integration component fields inactive. c. For the Action integration component, make the following fields active:
Action Integration Component Fields Description Due Id Status Type

d. Query for Inactive = False and verify that the desired fields have been selected. e. Change the Type property of Id to allow the field to appear in the sample data. i. Select Integration Object :: BIP ARP Contact Details | Integration Component :: Action | Integration Component Field | Id. ii. Set Type = Data.

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First Name

Lesson 10: Creating an Integration Object

10. Configure the required integration component fields for Account. a. Select Integration Object :: BIP ARP Contact Details | Integration Component :: Account | Integration Component Field. b. Repeat the steps from above to make all Account integration component fields inactive. c. For the Account integration component, make the following fields active:
Account Integration Component Fields Home Page Id Location Main Phone Number Name

d. Query for Inactive = False and verify that the desired fields have been selected. e. Change the Type property of Id to allow the field to appear in the sample data. i. Select Integration Object :: BIP ARP Contact Details | Integration Component :: Account | Integration Component Field | Id. ii. Set Type = Data. 11. Delete the integration component keys as they are not requires for BIP integration objects. a. Select Integration Object :: BIP ARP Contact Details | Integration Component :: Action | Integration Component Key. b. Observe that there is only a single key. c. Delete the V77 Wizard-Generated User Key:1 user key. d. Select Integration Object :: BIP ARP Contact Details | Integration Component :: Account | Integration Component Key. e. Observe that there are two keys. Delete both of them. f. Select Integration Object :: BIP ARP Contact Details | Integration Component :: Contact | Integration Component Key. g. Observe that there are two keys. Delete both of them. 12. Deploy the modified integration object to the run-time database. a. Select Integration Object :: BIP ARP Contact Details. b. Right-click and select Deploy to Runtime Database. 13. Return to or if necessary, start Siebel Call Center Developer Web Client: a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel Call Center - ENU. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK

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Lesson 10: Creating an Integration Object

14. Verify that the integration object was deployed. a. In Siebel Call Center, navigate to Administration - Web Services > Deployed Integration Objects. b. Query for Name = BIP. c. Verify that the BIP ARP Contact Details integration object appears in the list applet with an updated time corresponding to the time you deployed the integration object. 15. Refresh the cache. a. Navigate to Administration - Web Services > Inbound Web Services. b. Click Clear Cache. This process will take several seconds.

17. In Siebel Tools, select File > Exit. 18. Leave the Siebel Call Center Developer Web Client running. In the next lab you will create a report template based on the BIP ARP Contact Details integration object.

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16. Generate a new sample data file. a. Navigate to Administration - BIP Reports > Sample Data File Generation. b. Query for Integration Object = BIP ARP Contact Details. c. Click Generate Sample XML. d. In Windows Explorer, navigate to D:\OUSea\Client\XMLP\DATA. e. Select BIP ARP Contact Details.xml. f. Right-click and select Open with > Internet Explorer. g. Click OK if asked about the information bar. h. Examine the generated XML. i. Observe that the <Contact> element contains elements corresponding to the three integration components you configured. ii. Verify that an <Id> element appears. iii. Observe that the <Contact> element includes a list of child <Account> and <Action> elements. These correspond to the child integration components. i. Close the file.

Lesson 10: Creating an Integration Object

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Lesson 11: Developing Master-Detail Reports

Practice 11-1 Creating a Master-Detail Report


Goals Prerequisite To create a master-detail report You must have configured the BIP ARP Contact Details integration object and generated its sample data file in the previous practice. 40 - 50 minutes

Time

Instructions:
In this practice you will create a new master detail report to display the accounts and activities (action business component) associated with a contact. This report uses the BIP ARP Contact Details integration object you created in the previous practice. If you did not configure the integration object and generate the sample data file, consult your instructor before you proceed for assistance in catching up. 1. Start Microsoft Word by selecting Start > Programs > Microsoft Office > Microsoft Office Word 2003. Make sure the Forms toolbar is displayed. 2. Load the data file for the report. a. In Microsoft Word, in the BI Publisher Desktop toolbar, select Data > Load XML Data. b. Navigate to D:\OUSea\Client\XMLP\DATA. c. Select BIP ARP Contact Details.xml. d. Click Open. e. Click OK. f. Save the new file as ARPContactDetails.rtf in D:\OUSea\Client\TEMP\XMLP. It is important to save the file as a .rtf file. 3. Insert the parent form using the table wizard. a. Insert several blank lines at the being of the report template. b. In the BI Publisher Desktop toolbar, select Insert > Table Wizard. c. Select Form and click Next. d. Click Next to accept the contact data set in the sample data file. e. Select the fields and order them:
Firstname Lastname Workphone Emailaddress

f. Click Next. g. Set Sort By = Lastname using the picklist and click Next.

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Lesson 11: Developing Master-Detail Reports

h. Enter the labels:


Firstname Lastname Workphone Emailaddress First Name Last Name Phone Email

4. Preview the report a. Select Preview > PDF. b. Verify that the report displays multiple contacts as specified. c. Close the previewed report. 5. Insert a child table for accounts. a. Insert the cursor two lines below the form. b. In the BI Publisher Desktop toolbar, select Insert > Table Wizard. c. Select Table and click Next. d. Select Listof_BipArpContactDetails/Contact/ Listof_Account/Account and Click Next. e. Select the fields and order them:
Name Location Homepage Mainphonenumber

f. g. h. i.

Click Next to bypass grouping the fields. Set Sort By = Name using the picklist and click Next. Click Next. Enter the labels:
Name Location Homepage Mainphonenumber Account Site URL Phone

j. Click Finish.
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i. Click Finish. j. Verify that a form with contact fields is created. k. Observe that the wizard also created a for loop surrounding the form. i. Double-click the for-each form field ii. Click the Advanced tab. iii. Observe that code includes a loop over contacts : <?for-each:Contact?>. iv. Observe there is additional code to sort the contacts by last name. v. Click Cancel. l. Insert the cursor before the end Contact form field (at the bottom of the template) and add several blank lines. m. Save the report template.

Lesson 11: Developing Master-Detail Reports

k. Verify that a table has been created with a for loop inside the table. Look for the F and E form fields at the beginning and end of the table. l. Insert the cursor immediately above the table and enter Accounts as a title for the table. 6. Preview the report a. Select Preview > PDF. b. Verify that the report now displays zero, one, or more accounts after each contact. c. Observe that a table heading appears even when the contact has no accounts. d. Close the report. 7. Create a condition to display the table only if there are accounts. a. Position the cursor before the Accounts title. b. In the Forms toolbar, click the Text Form Field button to insert a blank form field. c. Double-click the blank field to open the properties window. d. Enter the following code: <?if:.//Account?>. This code results in the Account list table being generated only if there are account records. e. Set text to display = IfAccounts. f. Click OK. g. Insert the cursor immediately after the table. h. In the Forms toolbar, click the Text Form Field button to insert a blank form field. i. Double-click the blank field to open the properties window. j. Enter the following code: <?end if?> k. Set text to display = EndIf. l. Click OK. 8. Preview the report and verify that the account list appears only when the contact has accounts. 9. Close the previewed report. 10. Using the same procedure as above, insert a table for activities that displays the Type, Description2, Due, and Status fields. Make sure to pick the action data set. Add a title and condition to display activities only if there are activities. 11. Insert a page break to start each contact on a new report page. a. Insert the cursor before the final form field. b. Insert a blank form field. c. Double-click the blank field to open the properties window. d. Enter the following code: <?split-by-page-break:?>. e. Set text to display = PageBreak. f. Click OK. 12. Add a report title = ARP Contact Detail Report to the header. Set the font to 14 pt Arial and the style to Bold. Center the title. 13. Preview the report as PDF.

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Lesson 11: Developing Master-Detail Reports

14. Close the .rtf. 15. Return to or if necessary, start Siebel Call Center Developer Web Client: a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel Call Center - ENU. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK

Report Name Description Output Type

ARP Contact Details ARP Contact Details All

c. Assign the template: i. Click the Select Button in the Template column. ii. Navigate to D:\OUSea\Client\TEMP\XMLP and select ARPContactDetails.rtf. iii. Click Open. d. Assign the integration object. i. Click the Report Template Integration Objects tab in the lower applet. ii. Click New. iii. Set Integration Object Name = BIP ARP Contact Details by selecting it from the picklist. iv. Select the ARP Contact Details record in the upper applet and verify that the Primary Integration Object Name column is now filled in. 17. Generate the additional XML files. a. Click Generate Xliff. b. Click OK. 18. Associate the report with a view a. In Siebel Call Center, navigate to Administration - BIP Reports > View Association. b. Query for View Name = Contact List View. c. In the lower applet, click Add. d. Select ARP Contact Details from the pick applet and click OK.

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16. Register the report. a. Navigate to Administration - BIP Reports > Report Template Registration. b. Create a record and set:

Lesson 11: Developing Master-Detail Reports

19. Test the report. a. Navigate to the Contacts screen and click All Contacts. b. Query for Last Name = Aa. c. Generate the ARP Contact Details report and verify that the master-detail report appears as designed. 20. Leave the Siebel Call Center Developer Web Client running.

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Lesson 12: Adding Charts

Practice 12-1 Adding a Chart to a Report


Goals Time To add a chart that displays the number of records To add a chart that displays the sum of a field in a record

25 - 35 minutes

Instructions:
In this practice you will first create a simple opportunity list report grouped by sales rep. You will then add two charts to the report. The first chart displays the number of opportunities for each sales rep. The second chart displays the total revenue of the opportunities for each sales rep. 1. Start Microsoft Word by selecting Start > Programs > Microsoft Office > Microsoft Office Word 2003. 2. Load the data file for the report. a. In the BI Publisher Desktop toolbar, select Data > Load XML Data. b. Navigate to D:\OUSea\Client\XMLP\DATA. c. Select BIP Opportunity List - Current Query.xml. d. Click Open. e. Click OK. 3. Save the new file as ARP Opportunity Chart.rtf in D:\OUSea\Client\TEMP\XMLP. It is important to save the file as a .rtf file. a. Select File > Save As. b. Navigate to D:\OUSea\Client\TEMP\XMLP. c. Set Save as Type = Rich Text Format (*.rtf). d. Set File Name = ARP Opportunity Chart.rtf. e. Click Save. 4. Create the template for a list report. a. In the BI Publisher Desktop toolbar, select Insert > Table Wizard. b. Select Table for the report format and click Next. c. Click Next to select the default data set in the sample data file. d. Select the fields:
Ssname Ssaccount Sssalesrep Ssprimaryrevenueamount Sssalesstage
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Lesson 12: Adding Charts

e. f. g. h.

Click Next. Set Group By = Sssalesrep, and click Next. This creates a report grouped by the sales rep. Set Sort by = Ssname, and click Next. Enter the labels:
Ssname SsAccount Ssprimaryrevenueamount Sssalesstage Opportunity Account Revenue Sales Stage

5. Preview the report. a. Select Preview > PDF. b. Verify that the report displays opportunity records in four columns as specified. c. Close the report. d. Readjust the column widths, as necessary, to display each field in the report reasonably. You will now add a chart that displays the number of opportunities by sales rep. 6. Invoke the Chart wizard. a. Insert the cursor several lines below the "end ssOpportunity by ssSalesRep" control form field. b. In the BI Publisher Desktop toolbar, select Insert > Chart. c. Drag ssId from the Data pane to the Values field. d. Set Aggregation = Count. e. Drag ssSalesRep from the Data pane to the labels field. f. If necessary, check Group Data. g. Verify that Type = Bar Graph - Vertical. h. Set the chart properties.
Legend.Show Legend Misc.3D Title.Title Title.Title Color Title.Tile Size X-Axis Title. X-Axis Title X-Axis Title. X-Axis Title Size YAxis Title. Y-Axis Title Y-Axis Title. Y-Axis Title Size False False Opportunities by Sales Rep Teal <click the drop down arrow, then click Web, and select the color> 18 Sales Rep 14 Number of Opportunities 14

i. In the Chart wizard, click Preview to inspect the chart.

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i. Click Finish. j. If necessary adjust the column widths (so each column header does not word wrap) by dragging each column divider to the left or right.

Lesson 12: Adding Charts

j. k. l. m.

Verify that a chart that displays Opportunities by Sales Reps appears. If the chart appears correct, click OK. Observe that the previewed chart is inserted into the template. If you need to make any additional changes to the chart, select the chart, right-click and select BI Publisher Chart to re-invoke the chart wizard. When you reopen the wizard, Aggregation may default to Sum; reset it to Count if necessary. n. Save the modified template file. o. Close the template.

User ID Password Connect to

DDEV DDEV Sample

c. Click OK 8. Register the report template. a. In Siebel Call Center, navigate to Administration - BIP Reports > Report Template Registration. b. Create a record and set:
Report Name Description Output Type ARP Opportunity Charts Displays charts All

c. Assign the template: i. Click the Select Button in the Template column. ii. Navigate to D:\OUSea\Client\TEMP\XMLP and select ARP Opportunity Chart.rtf. iii. Click Open. d. Assign the integration object. i. Click the Report Template Integration Objects tab in the lower applet. ii. Click New. iii. Set Integration Object Name = BIP Opportunity List - Current Query by selecting it from the picklist. iv. Select the ARP Opportunity Chart record in the upper applet and verify that the Primary Integration Object Name column is now filled in. e. Generate the additional XML files. i. Click Generate Xliff. ii. Click OK.

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7. Return to or if necessary, start Siebel Call Center Developer Web Client: a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel Call Center - ENU. b. Enter:

Lesson 12: Adding Charts

9. Associate the report with a view. a. In Siebel Call Center, navigate to Administration - BIP Reports > View Association. b. Query for View Name = All Opportunity List View. c. In the lower applet, click Add. d. Select ARP Opportunity Charts from the pick applet and click OK. 10. Test the report. a. Navigate to the Opportunities Screen. b. Click All Opportunities. c. Query for Account = C. d. Click the report menu button in the toolbar. e. Select ARP Opportunity Charts. f. Set Pick List Values = PDF for ReportOutputType. g. Click Submit. h. Open the report, and verify that the report includes a list of opportunities grouped by sales rep and a chart at the bottom that displays the number of opportunities for each sales rep. Observe that the number of opportunities in the chart reflects the records in the list report. i. Close the previewed report. j. Click Close to close the report output type window. You will now add a chart that displays the total revenue for each sales rep. 11. Open the rtf. a. Open D:\OUSea\Client\TEMP\XMLP\ARP Opportunity Chart.rtf. b. Load the data (D:\OUSea\Client\XMLP\DATA\BIP Opportunity List - Current Query.xml). 12. Invoke the Chart wizard. a. Insert the cursor several lines below the Opportunties by Sales Rep chart. b. In the BI Publisher Desktop toolbar, select Insert > Chart. c. Drag ssPrimaryRevenueAmount from the Data pane to the Values field. d. Set Aggregation = Sum. e. Drag ssSalesRep from the Data pane to the labels field. f. If necessary, check Group Data. g. Verify that Type = Bar Graph - Vertical.

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Lesson 12: Adding Charts

h. Set the chart properties.


Color.Data Color 1 Legend.Show Legend Misc.3D Title.Title Title.Title Color Title.Tile Size X-Axis Title. X-Axis Title X-Axis Title. X-Axis Title Size YAxis Title. Y-Axis Title Y-Axis Title. Y-Axis Title Size Salmon <click the drop down arrow, then click Web, and select the color> False True Revenue by Sales Rep SteelBlue <click the drop down arrow, then click Web, and select the color> 18 Sales Rep

Revenue 14

i. Click Preview to inspect the chart. j. If the chart appears correct, click OK. k. Save the modified template file, but do not close the file. 13. Deploy the updated report template. a. In Siebel Call Center, navigate to Administration - BIP Reports > Report Template Registration. b. Query for Report name = ARP Opportunity Charts. c. Click Generate Xliff. d. Click OK. 14. Test the report. a. Select Opportunities > All Opportunities. b. Query for Account = C. c. Generate the ARP Opportunity Charts report in PDF format. d. Open the report, scroll to the bottom and verify that the report now includes a chart that sums the revenue for the opportunities associated with each sales rep. e. Close the previewed report. f. Click Close to close the report output type window. 15. Leave the Siebel Call Center Developer Web Client running.

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Lesson 12: Adding Charts

Practice 12-2 Adding a Sequence to a Chart


Goals Time To sub-group the records for a label value and to display them in a stacked bar chart 5 - 10 minutes

Instructions:

1. In Microsoft Word, invoke the Chart wizard. a. Insert the cursor several lines below the Revenue by Sales Rep chart. b. In the BI Publisher Desktop toolbar, select Insert > Chart. c. Drag ssId from the Data pane to the Values field. d. Set Aggregation = Count. e. Drag ssSalesStage from the Data pane to the Labels field. f. If necessary, check Group Data. g. Select Type = Bar - Vertical - Stacked. h. Drag ssSalesRep from the Data pane to the Color field. i. Set the chart properties.
Legend.Show Legend Misc.3D Title.Title Title.Title Color Title.Tile Size X-Axis Title. X-Axis Title X-Axis Title. X-Axis Title Size YAxis Title. Y-Axis Title Y-Axis Title. Y-Axis Title Size True True Opportunities by Sales Stage Maroon <click the drop down arrow, then click Web, and select the color> 18 Sales Stage 14 Number of Opportunities 14

j. Click Preview to inspect the chart. k. If the chart appears correct, click OK. The set of sample data determines whether you observe stacking at this point. l. Save the modified template file, but do not close the file.

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In this practice you will add a new chart that displays number of opportunities in each sales stage. You will sub-group the opportunities by sales rep and display the results in a stacked bar chart.

Lesson 12: Adding Charts

2. Deploy the updated report template. a. In Siebel Call Center, navigate to Administration - BIP Reports > Report Template Registration. b. Query for Report name = ARP Opportunity Charts. c. Click Generate Xliff. d. Click OK. 3. Test the report. a. Select Opportunities > All Opportunities. b. Query for Account = C. c. Generate the ARP Opportunity Charts report in PDF format. d. Open the report, scroll to the bottom and verify that the report now includes a chart that displays the number of opportunities in each sales stage and subdivides each bar by sales rep. e. Close the previewed report. f. Click Close to close the report output type window. 4. Optionally, query on a larger set of data. a. In the All Opportunities view, click Query and then click Go to return all the records. b. Query for Sales Method = Standard Sales Process. c. Generate the ARP Opportunity Charts report in PDF format. d. Observe that report will not run since the query involved the Sales method field which is not a field in the report's integration object. e. Click OK. f. Click Close. 5. Create a predefined query to allow the report to run. a. In the Call Center menu bar, select Query > Save Query As. b. Set Query name = Standard Sales Process. c. Click OK. d. In the upper right corner of Call Center, select Saved Queries = Standard Sales Process. e. Generate the ARP Opportunity Charts report in PDF format. f. Observe that the report now runs. This occurs because the data set to be retrieved has already been filtered. g. Open the report, scroll to the bottom and observe that the report now includes three charts that aggregate data from the larger set of records. h. Verify that TNANCE has the most opportunities. i. Verify that WTAKUDA has the largest total opportunity revenue. j. Observe that the stacked bar chart displays the number of opportunities for each sales stage, and subdivides each bar by sales rep. k. Close the previewed report. l. Click Close to close the report output type window. 6. In Microsoft Word, save the final report template, and close Microsoft Word.

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Lesson 12: Adding Charts

7. Leave the Siebel Call Center Developer Web Client running.

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Lesson 13: Administering Siebel Reports

Practice 13-1 Deploying Reports to the Web Client


Goals To deploy a report developed and tested on the Developer Web client to the Web client 20 - 25 minutes

Time

Instructions:
In this practice you will create a simple list report, and then deploy it to the Siebel Web client. Because the server database contains very little data (other than seed contacts) to display in a report, you will create a simplified contact list report. 1. If necessary, start Microsoft Word by selecting Start > Programs > Microsoft Office > Microsoft Office Word 2003. 2. Load the data file for the report. a. In the BI Publisher Desktop toolbar, select Data > Load XML Data b. Navigate to D:\OUSea\Client\XMLP\DATA. c. Select BIP Contacts - Current Query.xml. d. Click Open. e. Click OK 3. Create a simplified contact report. a. At the top of the report add a title ARP Contact List. b. Use the Table wizard to create a contact list report that displays the following fields and column headings. Sort by Last Name with no grouping.
Field Sslastname Ssfirstname Ssaccount Ssjobtitle Ssworkphone Label Last Name First Name Account Job Title Phone

c. Save the report template as ARP Contact List.rtf on your desktop. d. Preview the report to verify the design.

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Lesson 13: Administering Siebel Reports

4. Return to or if necessary, start Siebel Call Center Developer Web Client: a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel Call Center - ENU. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK 5. Deploy the report template to the client. a. In Siebel Call Center, name the report ARP Contact List. b. Set the primary integration object to BIP Contacts - Current Query. c. Generate the XLIFF. d. Associate the report with the Contact List View. 6. Test the report. a. Navigate to the Contacts screen and click All Contacts. b. Query for Last Name = Bra. c. Generate the ARP Contact List report in PDF format. d. Verify that the list report displays five columns of contact data. e. Close the report. f. Close the output type window. g. Minimize the Call Center application. 7. Close Microsoft Word when your report appears as designed. You will now deploy the report to the Siebel server. 8. Copy the template file. a. Select ARP Contact List.rtf on your desktop. b. Right-click and select Copy. c. In Windows Explorer, navigate to D:\OUSea\siebsrvr\XMLP\TEMPLATES. d. Paste the template file into the directory. 9. Copy the xliff file. a. In Windows Explorer, navigate to D:\OUSea\Client\XMLP\xliff\enu. b. Verify that the ARP Contact List.xlf file was created. c. Copy the ARP Contact List.xlf file. d. Navigate to D:\OUSea\siebsrvr\XMLP\xliff\enu. e. Paste the xliff file into the directory.

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Lesson 13: Administering Siebel Reports

10. Start the BI Publisher server and administration applications a. Select Start > Programs > Oracle - BIPHome1 > Start BI Publisher. A command window appears. Minimize the command window, but do not close it. Wait until you see "initialized" in the last line. b. Start the BI Publisher Enterprise application: i. Select Start > Programs > Oracle - BIPHome1 > BI Publisher Server to invoke the administration application. ii. Enter:
Username Password Administrator Administrator

11. Start Siebel Call Center Web Client: a. Select Start > Programs > Internet Explorer. b. Enter Address: http://localhost/callcenter_enu. c. Enter:
User ID Password SADMIN SADMIN

d. Click the arrow. 12. Register the report template in the Siebel Web Client for use on the Siebel server. a. In the Siebel Web Client, select Home. b. Verify you see "Welcome Back Siebel Administrator". If you see "Welcome Back D Dev" you are in the wrong client. Navigate to the other client you have running. c. Once you are in the correct client, navigate to Administration - BIP Reports > Report Template Registration. d. Create a record and set:
Report Name Description Output Type ARP Contact List Modified Contact List All

e. Assign the template: i. Click the Select Button in the Template column. ii. Navigate to D:\OUSea\siebsrvr\XMLP\TEMPLATES and select ARP Contact List.rtf. iii. Click Open. f. Assign the xliff file. You cannot click the Generate Xliff button as it is disabled in the Web client. i. Click the Select Button in the XLIFF column. ii. Navigate to D:\OUSea\siebsrvr\XMLP\xliff\enu and select ARP Contact List.xlf. iii. Click Open.

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iii. Click Sign In.

Lesson 13: Administering Siebel Reports

g. Assign the integration object. i. Click the Report Template Integration Objects tab in the lower applet. ii. Click New. iii. Set Integration Object Name = BIP Contact - Current Query by selecting it from the picklist. iv. Select the ARP Contact List record in the upper applet and verify that the Primary Integration Object Name column is now filled in. 13. Click Upload Files to upload the report files to the BI Publisher server. 14. Verify that the report was uploaded. a. In BI Publisher Enterprise, click the Reports tab. b. Click Shared Folders. c. Verify that a folder named SiebelCRMReports appears and contains a report named ARP Contact List. 15. Associate the report with a view. a. Return to the Siebel Call Center Web client, navigate to Administration - BIP Reports > View Association. b. Query for View Name = Contact List View. c. In the lower applet, click Add. d. Select ARP Contact List from the pick applet and click OK. 16. Test the report. a. Navigate to the Contacts Screen. b. Click All Contacts. c. Generate the ARP Contact List report in PDF format. d. Verify that the list report displays five columns of contact data. e. Close the report. f. Close the output type window. 17. Examine the report in the My Reports view. a. From the reports menu, select My BI Publisher Reports. b. Verify that a report named ARP Contact List appears. c. Drill down on the report name to open and examine the report. d. Observe that this is the report you just generated. e. Close the report.

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Lesson 13: Administering Siebel Reports

Practice 13-2 Purging Reports


Goals Time To purge reports from the Siebel File System 10 - 15 minutes

Instructions:
In this practice you will purge reports directly using the Siebel client. 1. Navigate to the Siebel Call Center Developer Web Client. a. Select Home. b. Verify you see "Welcome Back D Dev". If you see "Welcome Back Siebel Administrator" you are in the wrong client. Navigate to the other client you have running. 2. Create several reports. a. Navigate Accounts > My Accounts. b. Query for Name = Can. c. Run the Account List report in PDF format. d. Examine the report and close it. e. Run the Account Service Profile report in PDF format. f. Examine the report and close it. 3. Inspect the list of reports that were generated. a. Navigate to My BI Publisher Reports. b. Verify that the list includes at least one instance of the ARP Contact List report, Account Service Profile report, and several instances of the Account List report. 4. Purge a report by report name. a. Navigate to Administration - BIP Reports > Purge Administration. b. Select Report Name = ARP Contact List. c. Click Run. d. Click OK to continue. e. Click OK to dismiss the purge success message. 5. Verify the report was deleted. a. Return to My BI Publisher Reports. b. Verify that the ARP Contact List report no longer appears. In the remainder of this practice you will purge reports by time. You will first change the machine clock to generate several reports that appear to be a month old.

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Lesson 13: Administering Siebel Reports

6. Adjust the machine clock. a. Double-click the clock in the lower right corner of the desktop. b. Change the month to the previous month (for instance if the month displayed = June, select May from the drop down). c. Click OK. 7. Generate several reports that will appear to be a month old. a. Navigate to Accounts > My Accounts. b. Query for Name = Ban. c. Run the Account List report in PDF format. d. Examine the report and close it. e. Run the Account Service Profile report in PDF format. f. Examine the report and close it. g. Navigate to My BI Publisher Reports. h. Scroll to the bottom of the list of reports and observe that the two reports you just generated appear with a created date from a month ago. 8. Change the month on the machine clock to the current month to reset the clock to current date and time. 9. Purge all reports generated in the previous month. a. Return to the Purge Administration view. b. Set the From Date to the first day of the previous month. i. Click the arrow to the left of the month in calendar control. ii. Click 1 in the calendar. iii. Click Save. c. Set the To Date to the last day of the previous month. i. Click the arrow to the left of the month in calendar control. ii. Click the last day displayed in the calendar. iii. Click Save. d. Click Run. e. Click OK to continue. f. Click OK to dismiss the purge success message. g. Return to My BI Publisher Reports. h. Verify that the reports from last month no longer appear. 10. Leave both Siebel Call Center Clients running.

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Lesson 14: Creating Parameterized Reports

Practice 14-1 Creating a Parameterized Report


Goals Prerequisite To create a parameterized report in which users can select a report layout You must have configured the ARP Contact List report template in the previous practice. 40 - 50 minutes

Time

Instructions:
In this practice you will extend the contact list report you previously created to allow a user to select whether to sort the report by first or last name. 1. On your desktop make a copy of ARP Contact List.rtf and name it ARP Contact List Sortable.rtf. 2. Open ARP Contact List Sortable.rtf (on your desktop). 3. Load the data file for the report. a. In the BI Publisher Desktop toolbar, select Data > Load XML Data b. Navigate to D:\OUSea\Client\XMLP\DATA. c. Select BIP Contacts - Current Query.xml. d. Click Open. e. Click OK 4. Create a list in the report that sorts contact by first name. a. Select the complete table and copy it. b. Insert several blank lines after the table and paste a copy of the table. c. Select the F form field that precedes ssLastname in the first column. d. Right-click it, and select BI Publisher > Properties. e. Click the Advanced tab to display the BI Publisher code. f. Replace sort:ssLastName by sort:ssFirstName. g. Click OK. h. Preview the report to verify that the report displays two contact lists with the first sorted by last name and the second list sorted by first name. i. Save the template. j. Close the file.

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Lesson 14: Creating Parameterized Reports

5. Return to or if necessary, start Siebel Call Center Developer Web Client: a. Select Start > Programs > Siebel_Web_Client _81 > Siebel Web Client 8.1 > Siebel Call Center - ENU. b. Enter:
User ID Password Connect to DDEV DDEV Sample

c. Click OK 6. Deploy the report template to the client. a. Select Home. b. Verify you see "Welcome Back D Dev". If you see "Welcome Back Siebel Administrator" you are in the wrong client. Navigate to the other client you have running. c. Name the report ARP Contact List Sort. d. Set the template. e. Set the primary integration object to BIP Contacts - Current Query. f. Click Generate Xliff. g. Associate the report with the Contact List View. 7. Test the report. a. Navigate to the Contacts screen and click All Contacts. b. Query for Last Name =*int*. This produces a list of contacts with a wider variety of last names. c. Generate the ARP Contact List Sort report and verify that the report appears as designed. Since Parameterized reports are supported only in connected mode, you will complete the development of the report template in the Siebel Web client. 8. Copy the template file. a. Select ARP Contact List Sortable.rtf on your desktop. b. Right-click and select Copy. c. In Windows Explorer, navigate to D:\OUSea\siebsrvr\XMLP\TEMPLATES. d. Paste the template file into the directory. 9. Copy the xliff file. a. In Windows Explorer, navigate to D:\OUSea\Client\XMLP\xliff\enu. b. Verify that the ARP Contact List Sortable.xlf file was created. c. Copy the ARP Contact List.xlf file. d. Navigate to D:\OUSea\siebsrvr\XMLP\xliff\enu. e. Paste the xliff file into the directory.

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Lesson 14: Creating Parameterized Reports

You will extend the template to include the specification of a report parameter SortBy. You will then test the report template to verify that report parameter appears in the popup applet and that the user selected value is passed in. 10. Specify the report parameter in the template file. a. In Windows Explorer, navigate to D:\OUSea\siebsrvr\XMLP\TEMPLATES. b. Open ARP Contact List Sortable.rtf. c. Load the data file for the report. You will use the existing sample data file in the client directory. i. In the BI Publisher Desktop toolbar, select Data > Load XML Data. ii. Navigate to D:\OUSea\Client\XMLP\DATA. iii. Select BIP Contacts - Current Query.xml. iv. Click Open. v. Click OK d. If necessary, display the Forms toolbar by selecting View > Toolbars > Forms. e. Insert several blank lines between the report title and the first table. f. Insert a blank field using the Text Form Field button in the Forms toolbar. g. Double-click the field to open the BI Publisher Properties window. h. Insert the following code:
<?param@begin:SortBy;'LastName';'string';'FirstName,LastName'?>

i. j. k. l. m.

Set Text to Display = DeclareReportParam. Click OK. Add two blank lines after the form field. Enter <?$SortBy?>. This prints out the user's choice for testing purposes. Save the changes and leave the file open.

11. If necessary start the BI Publisher server and administration applications a. Select Start > Programs > Oracle - BIPHome1 > Start BI Publisher. A command window appears. Minimize the command window, but do not close it. Wait until you see "initialized" in the last line. b. Start the BI Publisher Enterprise application: i. Select Start > Programs > Oracle - BIPHome1 > BI Publisher Server to invoke the administration application. ii. Enter:
Username Password Administrator Administrator

iii. Click Sign In.

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Lesson 14: Creating Parameterized Reports

12. Return to or if necessary, start Siebel Call Center Web Client: a. Select Start > Programs > Internet Explorer b. Enter Address: http://localhost/callcenter_enu. c. Enter:
User ID Password SADMIN SADMIN

d. Click the arrow. 13. Register the report template in the Siebel Web client for use on the Siebel server. a. Select Home. b. Verify you see "Welcome Back Siebel Administrator". If you see "Welcome Back D Dev" you are in the wrong client. Navigate to the other client you have running. c. Once you are in the correct client, navigate to Administration - BIP Reports > Report Template Registration. d. Create a record and set:
Report Name Description Output Type ARP Contact List Sort Sortable Contact List All

e. Assign the template: i. Click the Select Button in the Template column. ii. Click Browse. iii. Navigate to D:\OUSea\siebsrvr\XMLP\TEMPLATES and select ARP Contact List Sortable.rtf. iv. Click Open. f. Assign the xliff file. i. Click the Select Button in the XLIFF column. ii. Navigate to D:\OUSea\siebsrvr\XMLP\xliff\enu and select ARP Contact List Sortable.xlf. iii. Click Open. g. Assign the integration object. i. Click the Report Template Integration Objects tab in the lower applet. ii. Click New. iii. Set Integration Object Name = BIP Contact - Current Query by selecting it from the picklist. iv. Select the ARP Contact List record in the upper applet and verify that the Primary Integration Object Name column is now filled in.

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Lesson 14: Creating Parameterized Reports

14. Upload the report to the BI Publisher server. a. Click Upload Files. b. In the BI Publisher Enterprise application, under Shared Folders, click More. c. Click SiebelCRMReports. d. Verify that the ARP Contact List Sort report appears in the folder. This indicates the report was successfully uploaded. 15. Associate the report with a view a. In the Siebel Call Center Web Client, navigate to Administration - BIP Reports > View Association. b. Query for View Name = Contact List View. c. In the lower applet, click Add. d. Select ARP Contact List Sort from the pick applet and click OK. 16. Test the report. a. Navigate to the Contacts Screen. b. Click All Contacts. c. Select the ARP Contact List Sort report from the Reports menu. This may take close to minute. d. Verify that SortBy appears in the popup applet in addition to the ReportOutputType. e. Select SortBy in the popup applet and click the select button in the Pick List Value column to verify that picklist displays FirstName and LastName. f. Select FirstName. g. Set ReportOutputType = PDF. h. Click Submit to run the report. i. Open the report and verify that the FirstName appears below the title. This indicates that the user's selection of SortBy was passed into the report. j. Close the report. k. Set SortBy = LastName. l. Rerun the report and verify that the new value of SortBy is passed in correctly. m. Close the report. n. Close the popup applet. You will now add additional BI Publisher code to create an if condition for each list table that displays the table only if the corresponding sort condition applies. 17. Add the if conditions to the report template. The first list table sorts by last name so you will add an if condition that checks if SortBy = LastName. a. In ARP Contact List Sortable.rtf , insert the cursor immediately above the first table. b. Insert a blank form field. c. Double click the form field and set
Code Text to display

<?if:$SortBy='LastName'?>
If Last name

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Lesson 14: Creating Parameterized Reports

d. e. f. g.

Click OK. Insert the cursor immediately below the first table. Insert a blank form field. Double click the form field and set
Code Text to display

<?end if?>
EndIf

18. Repeat the above step to add an if condition for the second table that checks if SortBy = FirstName. 19. Save the report template but leave the file open. 20. Delete the report files from the BI Publisher Server. This is required in order to successfully upload an updated version of the report files. a. In the BI Publisher administration application, return if necessary to Home > Shared Folders > SiebelCRMReports b. Click the report icon immediately to the left of ARP Contact List Sort. c. In the left pane, under Folder and Report Tasks, click "Delete this report". d. Click OK. 21. Upload the updated report. a. In the Siebel Call Center Web client, navigate to Administration - BIP Reports > Report Template Registration. b. Select ARP Contact List Sort. c. Click Upload Files. 22. Test the report. a. Navigate to the Contacts Screen. b. Click All Contacts. c. Select the ARP Contact List Sort report from the Reports menu. d. In the popup applet set
SortBy LastName ReportOutputType PDF

e. Click Submit to run the report. f. Open the report and verify that only a single list table appears in the report and that the list is sorted by last name. g. Close the report. h. Rerun the report with SortBy = FirstName. i. Open the report and verify that only a single list table appears in the report and that the list is now sorted by first name. j. Close the report. k. Click Close. 23. Leave both Siebel Call Center Clients running.

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Lesson 14: Creating Parameterized Reports

Practice 14-2 (Optional) Referencing Report Parameters Indirectly


Goals Time To create a parameterized report that uses indirect referencing of report parameters 15 - 25 minutes

In this practice you will use indirect parameter referencing to create a report template that sorts contacts by first or last name. You will modify the report template you just created. You will also need to first administer it in the Developer Web client in disconnected mode in order to generate the .xfl files. Note that in this practice you do not have to load the sample data file as you will neither be adding fields nor previewing reports. If you choose not to load the sample data you can edit the BI Publisher code in the Help Text for the form field. 1. Copy the report template. a. On the desktop, rename the ARP Contact List Sortable.rtf to ARP Contact List Sortable 1.rtf b. Navigate to D:\OUSea\siebsrvr\XMLP\TEMPLATES and select ARP Contact List Sortable.rtf. c. Copy the file and save the file on the desktop. d. Name the copy ARP Contact List Indirect Ref.rtf. 2. Open ARP Contact List Indirect Ref.rtf. 3. Load the data file for the report. a. In the BI Publisher Desktop toolbar, select Data > Load XML Data b. Navigate to D:\OUSea\Client\XMLP\DATA. c. Select BIP Contacts - Current Query.xml. d. Click Open. e. Click OK 4. Modify the template file. a. Delete the IfLastName and EnfIf form fields that surround the first list table. b. Delete the entire second list table including the surrounding form fields. c. Double-click the DeclareReportParam form field to edit the code. d. Replace Lastname and Firstname in the code with ssLastName and ssFirstName. In this example of indirect referencing, the parameter names must the same as the names of the fields. e. Click OK to save the changes.

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Instructions:

Lesson 14: Creating Parameterized Reports

5. Add the indirect reference to the BI Publisher code for a. Select the F form field that precedes ssLastname in the first column. b. Right-click it, and select BI Publisher > Properties. c. Click the Advanced tab to display the BI Publisher code. d. Replace sort:ssLastName by sort:./*[name(.) = $SortBy]. e. Click OK to save the changes. f. Save the template. 6. In the Siebel Call Center Developer Web client, register the report template naming the report ARP Contact List Indirect. 7. Click Generate Xliff to create the .xlf files. 8. In Windows, copy the ARP Contact List Indirect.rtf and ARP Contact List Indirect.xlf file to the \XMLP\TEMPLATES and \ XMLP\xliff\enu folders in the siebsrvr installation directory. 9. Administer the report in the Siebel Call Center Web client. Name the report ARP Contact List Indirect. 10. Click Upload files to upload the report. 11. Assign the report to the Contact List View. 12. Navigate to the All Contacts view and test the report. Make sure to test both selections for SortBy. 13. Close the reports when finished. 14. Close Microsoft Word. 15. Close the Siebel Call Center Developer Web client and leave the Siebel Call Center Web client running.

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Lesson 15: Translating Siebel Reports

Practice 15-1 Deploying a Report Translation File


Goals Time To deploy an as-delivered report translation file 20 - 25 minutes

Instructions:

1. Return to or if necessary, start the English Siebel Call Center Web Client: a. Select Start > Programs > Internet Explorer. b. Enter Address: http://localhost/callcenter_enu. c. Enter:
User ID Password SADMIN SADMIN

d. Click the arrow. 2. Generate the Contact List report using the English version of Call Center. a. Navigate to the Contacts Screen. b. Click My Contacts. c. Generate the Contact List report selecting PDF format. d. Open the report and observe that that the column headings and other header/footer content are in English. In addition note that the report data itself (for instance the Sys Admin job title) is in English as well. e. Close the report. f. Close the popup applet. You will next start the French version of Call Center. For the purposes of this course the French object manager uses a copy of the English SRF file that has been configured for the new reports features. Normally you would compile all the repository changes you made earlier in the class to the French SRF file as well. In this class, you will see French strings in menus and dialog boxes, but you will see many English string in applets and views (since they originate from the SRF file). In particular the report names are stored in the user database and accordingly you will see translated names in the reports menu.

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In this practice you will examine how reports look before and after the report translation file has been deployed. You will first generate as-delivered Siebel report in English. You will then start the French version of Call Center and examine the same report before and after the French report translation file has been deployed.

Lesson 15: Translating Siebel Reports

3. Start the French Siebel Call Center Web Client: a. Select Start > Programs > Internet Explorer b. Enter Address: http://localhost/callcenter_fra. c. Enter:
User ID Password SADMIN SADMIN

d. Click the arrow. e. Observe that the homepage includes a welcome message in French and displays dates and time in the French locale format.

You will now install the French translation file for this report. These files are installed during the installation of the French language pack. 5. Examine the report translation file. a. In Windows Explorer, navigate to D:\OUSea\siebsrvr\XMLP\xliff\fra. b. Select cntlist.xlf. c. Right-click and select Open. Browse and select Notepad. d. Search for the first occurrence of file source-language and observe that its value is en-US. e. Observe that at the end of the XML tag, the attribute target-language="fr-FR" appears. This indicates this is a English to French translation file. f. Examine how an English text string is translated. i. Search for Work Phone. ii. Observe that is the value of the XML tag Source. iii. Observe that the next tag is target and has a value of Tl. prof.. This string replaces Work Phone in French reports. g. Close the cntlist.xlf file.

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4. Generate the contact list report. a. Navigate to the Contacts Screen. b. Click My Contacts. c. Click the Report menu button, and observe that the report names are displayed in French. d. Select Liste des interlocuteurs. e. In the popup applet, select PDF as the report format. f. Click Submit. g. Click Open to view the report. h. Observe that the report looks almost the same as the English report. The column headings and other header/footer content is still in English. The only difference is that the date in the upper right corner of the report is formatted for French locale. i. Close the report. j. Close the popup applet.

Lesson 15: Translating Siebel Reports

6. Deploy the French translation file. a. In Windows Explorer, navigate to D:\OUSea\siebsrvr\XMLP\xliff\fra and copy the cntlist.xlf file. b. Navigate to D:\OraHome_1\xmlp\XMLP\Reports\SiebelCRMReports\Contact List. This is the where BI Publisher stores Siebel CRM report files. Only a single .xlf file can be uploaded with the report template. Additional .xlf files must be manually copied to the report repository. c. Paste the file. d. Rename the file to cntlist_fr_FR.xlf. 7. Generate the report with the French translation file. a. In the French version of Siebel Call Center, return to the My Contacts view. b. Click the Report menu button. c. Select Liste des interlocuteurs. d. In the popup applet, select PDF as the report format. e. Click Submit. f. Click Open to view the report. g. Observe that the report is now generated entirely in French. The column headings and other header/footer content has been translated to French. h. Note that the job title (emploi) for Siebel Administrator is still displayed in English. This occurs since user data in the database is not translated. i. Close the report. j. Close the popup applet. 8. Examine the list of reports you generated. a. Click the Reports menu button. b. Select Mes rapports BI Publisher. c. You should see at two occurrences of Liste des interlocuteurs reports at the top of the applet. d. Click the most recent report to display the report. e. Click Ouvrir to open the report. f. Verify that this is the fully translated report. g. Close the report. 9. Leave both Call Centers running.

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Lesson 15: Translating Siebel Reports

Practice 15-2 Creating a Report Translation File


Goals Prerequisite Time To understand the process of creating a custom report translation file You must have configured the ARP Contact List report template in a previous practice. 15 - 20 minutes

In this practice you will examine the process of generating a custom translation file. In particular you will generate a French translation file for the ARP Contact List custom report you developed in a previous practice. 1. Examine the English xliff file. a. In Windows Explorer, navigate to D:\OUSea\siebsrvr\XMLP\xliff\enu. b. Select ARP Contact List.xlf. This file is generated when you administered the report in the Siebel Developer Web client. It contains the English translatable strings in the report. c. Open the file with Notepad++. d. Note the "file" element in the third line of the file. It has several attributes including sourcelanguage="EN-US" and target-language="EN-US". This indicates this is base English translation file. e. Scroll down to the <body> tag. f. Note that this element contains several trans-unit elements each of which includes a source and target elements. In the base translation file the values of these elements are the same. In a foreign translation file the target tags contain the value of the translated string. g. Close the file. In a real development environment, the base translation file would not be manually translated but rather would be sent to a translation service. Accordingly the French translation file is provided for your inspection. 2. Examine the French translation file. a. In Windows Explorer, navigate to D:\labs\Reports. b. Open ARP Contact List.xlf with Notepad++. c. Note the "file" element in the third line of the file. It has several attributes including sourcelanguage="EN-US" and target-language="fr-FR". This indicates this is French translation file. d. Scroll down to the <body> tag. e. Note that this element contains several trans-unit elements each of which includes a source and target elements. In the French translation file each target tag contain the French value of an English string. For example the French translation for Last Name is Nom.

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Instructions:

Lesson 15: Translating Siebel Reports

3. Store the French translation file in the appropriate folder. a. Copy ARP Contact List.xlf in the D:\labs\Reports folder. b. In Windows Explorer, navigate to D:\OUSea\siebsrvr\XMLP\xliff\fra, and paste the file in the folder. 4. Provide a French name for the report for display in the report menu. Typically this activity would be performed in the English Call Center when the report is first administered. For this lab you will perform this activity in the French Call Center client. a. In the French Call Center client, navigate to Administration - BIP Reports > Report Template Registration. b. Select Report Name = ARP Contact List. c. In the bottom applet, enter:
Language English-American French Report name ARP Contact List ARP Liste des interlocuteurs

5. Deploy the French translation file. a. In Windows Explorer, navigate to D:\OUSea\siebsrvr\XMLP\xliff\fra and copy the ARP Contact List.xlf file. b. Navigate to D:\OraHome_1\xmlp\XMLP\Reports\SiebelCRMReports\ARP Contact List. This is the where BI Publisher stores Siebel CRM report files. c. Paste the file. d. Rename the file to ARP Contact List_fr_FR.xlf. 6. Generate the report with the French translation file. a. In the French Call Center, navigate to the Contacts screen. b. Click All Contacts. c. Click the Report menu button. d. Verify that ARP Liste des interlocuteurs appears. Note that the names of the other ARP Contact List reports you developed still appear in English. This occurs since you have not provided any title translations. e. Generate the ARP Liste des interlocuteurs report. f. Open the report and observe that the report title and column headings have been translated into French. g. Close the report. h. Close the popup applet. 7. In the French Call Center client select File > Log Out 8. Leave the English Call Center running.

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Lesson 15: Translating Siebel Reports

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Lesson 16: Troubleshooting Siebel Reports

Practice 16-1 Enabling BI Publisher Logging


Goals Time To enable logging by the BI Publisher and to examine typical log files generated 15 - 25 minutes

Instructions:

1. Create the xdodebug.cfg file a. Select Start > Programs > Accessories > NotePad. b. Enter lines:
LogLevel=STATEMENT LogDir=D:\BIP_log

c. Save the file as xdodebug.cfg on the desktop for convenience. The fie name must be xdodebug.cfg for logging to be enabled. d. Close the file. 2. Enable logging. a. Copy the xdodebug.cfg file. b. In Windows Explorer navigate to D:\OraHome_1\jdk\jre\lib. c. Paste a copy of xdodebug.cfg in the folder. d. In Windows Explorer navigate to D:\ and create a folder named BIP_log. e. Restart the BI Publisher server to initiate logging. i. Select Start > Programs > Oracle - BIPHome1 > Stop BI Publisher. ii. Wait until both the Stop and Start BI Publisher command windows close. iii. Select Start > Programs > Oracle - BIPHome1 > Start BI Publisher. A command window appears. Minimize the command window, but do not close it. Wait until you see "initialized" in the last line. 3. Return to or if necessary, start Siebel Call Center Web Client: a. Select Start > Programs > Internet Explorer b. Enter Address: http://localhost/callcenter_enu. c. Enter:
User ID Password SADMIN SADMIN

d. Click the arrow.

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In this practice you will enable logging for the BI Publisher server. You will then run several reports and examine some of the log files that get generated.

Lesson 16: Troubleshooting Siebel Reports

4. Generate a report. a. In Siebel Call Center, navigate to Contacts > My Contacts. b. Query for Last Name = A. c. Select the Contact List report from the report menu and wait until the popup applet appears. Do not select an output type nor click Submit. 5. Examine the log folder. a. In Windows Explorer navigate to D:\BIP_log. Observe that several files are generated. b. Open the xdo.log file with Notepad and note that a long log file is generated. c. Close xdo.log not saving any changes. d. Notice that the template file itself is copied to the log folder. e. Double-click the ...rtf_template.rtf files and verify that it is the Contact List template file. f. Close Microsoft Word. 6. Generate the report. a. Return to Siebel Call Center, select HTML and click Submit. b. Open the report and verify that it contains the contacts with names beginning with A. c. Close the report. d. Leave the popup applet open. 7. Examine the log folder a. Return to the D:\BIP_log folder. b. Open the xdo.log file and note that many additional statements have been logged. c. Scroll to the bottom and observe that elapsed times for the report execution phases appear. d. Observe that several additional files have been generated. e. Select the ...fo_data_XX.xml file and open it with Notepad++. f. Observe that this file contains the contact data from the Siebel database. g. Close the file. h. Select the ..fo_outX.out file and open it with Notepad++. i. Observe that this file contains the HTML generated by the BI Publisher server. j. Close the file. 8. Generate a second report. a. Return to Siebel Call Center. b. In the popup applet, select PDF and click Submit. c. Open the report and verify that it contains the contacts with names beginning with A. d. Close the report. e. Close the popup applet.

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Lesson 16: Troubleshooting Siebel Reports

9. Examine the log folder. a. Return to the D:\BIP_log folder. b. Open the xdo.log file and note that many additional statements have been logged. The statements logged differ since a PDF report is being generated. c. Close the xdo.log file. d. Observe that several additional files have been generated e. Select the most recent fo_outX.out file and open it with Notepad++. f. Observe that this file contains the instructions to generate the PDF output. 10. Attempt to generate another report. a. Return to the My Contacts view in Siebel Call Center. b. Select Alphabetic Phone List from the Reports menu. c. Observe that a SBL-EAI-04308 error message appears. d. Close the message window. 11. Examine the log file to understand the cause of the error. a. Return to the D:\BIP_log folder. b. Open the xdo.log file. c. Scroll to the end of the file. d. Search backwards for [EXCEPTION]. e. Observe that the log file indicates the exception occurred because the report files for the Alphabetic Phone List were never uploaded. f. Close the log file. 12. Examine the console display. a. Expand the minimized version of the Start BI Publisher window. b. Scroll upwards and search for [EXCEPTION]. c. Observe that the same exception is also displayed in the console display.

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Lesson 16: Troubleshooting Siebel Reports

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