What’s new with BI Publisher?

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

Yes No
Who’s Here Today?
Publisher Needs You …
 Reporting
Architectures
Business Document Requirements
• High Fidelity Reports
• Partner Reports
• Financial Statements
• Government forms Checks
• Marketing materials Invoices
• Contracts
• Checks, Labels
• XML
• EFT / EDI Labels Reports
• Multiple destinations

Destinations XML / EFT / EDI

 Complex Reporting Environments

• Have to rely on multiple

reporting solutions
Checks
• Highly-skilled engineers Invoices
Invoice Check Print
required to maintain servers Server
Server
and report formats

Costly Label Report

Time consuming Manager Formatter
Labels

Complex systems Reports

Expensive maintenance Delivery

Labor intensive Payment
Server
Server
XML / EFT /
Destinations EDI
 Single Solution Environment

• Oracle Publisher
• Authoring
• Managing
Checks
• Delivering
Invoices
Your Business Documents

 Meet Business Requirements

 Remove Complexity
Labels Reports
 Reduce Maintenance Cost
 Reduce Total Cost

Destinations XML / EFT / EDI

 Report
Development
 Report Development Today

Mimic Report Requirements

Report Requirements

Report files Report Output

Must be same geometry, font, margin

size, etc.
 Using Classic Reporting Tools

More Requirements…

Report files Report Output

More resources…
 Classic Report Development
Add
another
End user enhancements … field

Font size
change

Reflect Margin
all change
changes

Report files Report Output

Maintenance forever…
Classic Reporting Issues

Data logic Layout

Report file
Translation

High development cost

High customization cost

Difficult upgrade
 Publisher Paradigm

Separate data / layout / UI translation

Data Logic

Layout
Publisher
Report
Translation output

Flexibility
Reduced maintenance
 Publisher Development

• Business consultants use familiar

desktop tools for layout customization
• Support for Multiple Data Sources
XSL

 Rapid Deployment Report Templates

XSL-FO

XML

Formatting Engine
Report Output
Multiple
Data Sources
 Publisher Reporting
Business Users Format and Deliver Documents

Data Sources Publisher Output Formats Destination

Oracle Publishing • Email
Applications Engine PDF HTML EDI
XML RTF XML Excel • Printer
CRM • Fax
ESA

FMS Order
Templates Letters
Confirmations
HCM
Fund Online
SCM Transfers Paychecks
Government
Bills
Business Grant Forms
Any XML
Data Source
User

Integrate Out-of-the-Box with Oracle Applications

One Solution for all Business Documents
Applications Integration
News
Consistent Reporting Solution
For All Oracle Applications

Oracle Reports
RXI, Others …

Crystal Reports

Publisher
Crystal Reports
Certified Today:
1. E-Business Suite
2. PeopleSoft Enterprise
Actuate 3. JD Edwards
4. Siebel

FUSION APPLICATIONS
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Siebel CRM
Publisher Integration
Current Solution Release 8.1
• Publisher integrated into Siebel CRM
• Customer can choose Actuate, Publisher, or both
• Similar End User flow with choice in output type
• Over 100 Publisher reports provided out of the box
• Accounts:
• Account List
• Account Service Profile
• Enterprise Selling Plan – Overview
• Contacts:
• Contact List
• Contacts By Opportunity
• Alphabetic Phone List
• Opportunities:
• Opportunity List
• Opportunities By Sales Rep
• Pipeline Report By Sales Rep
 Planned for end of 2008
• Loosely coupled integration with Publisher Enterprise
• Ability to include data from other sources
• Wider range of delivery channels (email, printer, fax,
WebDAV, ftp)
• Scheduling and Bursting reports
• Wider range of Template types and output formats (+
Flash, PPT, eText, PDF Forms)
• Actuate to Publisher Conversion Utility
• Scale report servers independent from CRM servers
• Possible replacement of Document Server for all
document generation (i.e. Proposals)
 Siebel/Publisher Sessions

Siebel Reporting: Oracle Business Intelligence Publisher

• 9:00 am – 10:00 am Moscone South – 310

Using Siebel Customer Relationship Management (CRM)

to Enhance Nonprofit Constituent Relationships
• 1:00 pm - 2:00 pm Moscone West - 3005
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JD Edwards E1
Publisher Integration
 New Features

• New integration with the Publisher standalone server.

• New JDBC driver available
• Read Only
• Enforces JD Edwards Security
• Applies JD Edward EnterpriseOne Data Formats
• Date fields
• Math Numeric fields
 Publisher Server Integration
• Extract
• BIP via JDBC Publish Distribute
• Transform PDF

• BIP RTF
Email

• Publish HTML

• BIP Excel
Printer
• Distribute JDBC
XML

• BIP EDI

EFT Fax

JDE EnterpriseOne
 JDE E1 / Publisher Sessions

Using Oracle Business Intelligence Publisher to

Create JD Edwards EnterpriseOne Reports: A
Customer Panel
• Tuesday 9:00 am - 10:00 am
Intercontinental Hotel Inter - Continental A

• Hands-on Lab: Modernize Your JD Edwards

EnterpriseOne Reports with Embedded Oracle
Business Intelligence Publisher
• Wednesday 5:00 pm - 6:00 pm
Marriott Golden Gate A1
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JD Edwards World
Publisher Integration
 Planned JD Edwards World Interface with
Publisher
• Automated process
• Formatted reports, charts,
government forms, html Publisher
• Bursting
• Email, Fax, Print, eCommerce Call BIP
API’s
World Export /
EDD
Query World
Data via
JDBC & BIP
Reporting
Wizard
Dreamwriter report
batch submit
 Planned World / BIP Interface Support
• Create formatted output from World
programs, with World security
• JDBC gateway into World data for BIP
Report Wizard
• Formatted Reports with graphics
• Government forms
• EFT, EDI
• Create different report templates with
the same data, (e.g. headings in
different languages)
• Output in PDF and other common
formats
• Complex Bursting
• Deliver by email, fax, web, print
 <Insert Picture Here>

PeopleSoft
Publisher Integration
 JDE World / Publisher Sessions

Advanced Reporting for JD Edwards World, Using EDD

and BIP
• Thursday 9:00 am - 10:00 am
Intercontinental Hotel Grand Ballroom B
 Emulex Corporation
Customer Case Study
• Emulex Corporation is a global provider of enterprise-class
products that intelligently connect storage, servers and networks
• Used a 3rd party reporting solution for customer facing
documents
• Migrated
• AP Checks • Packing Slips
• AP Wire Transfers • Pro-Forma Invoices
• AR Statements • Purchase Orders
• AR Invoices • Sales Order Acknowledgements
• Commercial Invoices
• We used barcodes, signatures, images, duplex terms and
conditions, email / print options, variable organization templates,
multiple currencies, and test documents
• Now working on international/translated outputs
 <Insert Picture Here>

Publisher Features
 From Data to Destination

PDF
Email
Oracle,
SQL Server
RTF

HTML Printer
PeopleSoft,
EBS, Siebel Excel
Publisher Fax

XSL XML

Java, C++,
Pearl, etc Templates EDI Repository

•Word • eText EFT

•Excel • Flex e-Commerce

Web Services
•Acrobat
Data Source Layout Tools Output Destinations
 Government Forms

Business Data
• Human Resources
• Procurement

PDF
Publisher

Government
Human Resources Procurement
• W2, W4 • sf26, sf33, sf1449
• OF347
• 1099

Download PDF forms from Gov. Web Site

Send back the exact form filled with data
 Extract Once – Publish Multiple Times

Payment Data EFT

Banking
EFT

Excel
Controller

HTML
Publisher
CEO
PDF

XML

Government
XSL

XML
Different Templates
B2B
For different output formats
 Report Bursting

Batch data
EDI
HTML

PDF
Publisher

PDF

XML

Templates
 Consolidated Document Publishing

• Generate consolidated documents

• Briefing Books
• Shipping Documents
• Others

• Either XML Publisher or 3rd party

PDFs Publisher
• Page numbering
• Bookmarks
• Start/ End Pages
• Overlays
 More chances for Publisher time …

Meet the Experts Session

• Wednesday 12-2pm
Moscone West 2nd Floor Lobby - Section 2

Unconference Session: Anatomy of a Template

• Wednesday 3-4pm
Moscone West 3rd Floor Overlook I
• Advanced RTF templating techniques – very limited space!
• Demogrounds
• Moscone West  PeopleSoft, JD Edwards and Siebel CRM
• Moscone South  E Business Suite and Enterprise
 More Information …

• Publisher Home Page

http://www.oracle.com/technology/products/xml-publisher/index.html

• Publisher Demo Catalog

http://www.oracle.com/technology/products/xml-publisher/demoshelf/Shelf.html

• Publisher Blog
http://blogs.oracle.com/xmlpublisher/

• Publisher Forum
• http://forums.oracle.com/forums/forum.jspa?forumID=245
For More Information

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