1Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Reporting from Contract Management 14.0 Using BI Publisher 11g
2Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Oracle Safe Harbor Statement The following is intended to outline our general product direction. It is intended for information purposes only, and may not be incorporated into any contract. It is not a commitment to deliver any material, code, or functionality, and should not be relied upon in making purchasing decisions. The development, release, and timing of any features or functionality described for Oracle’s products remains at the sole discretion of Oracle.
3Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Program Agenda Overview Installing and Configuring Getting Started with BI Publisher Creating and Updating a New Report
4Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Overview About BI Publisher Benefits ̶ Enterprise Reporting Solution ̶ Web Deployed ̶ Multi-Product Usage Usage with Contract Management ̶ Reports ̶ Forms ̶ Letters
5Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Installing and Configuring Recommended: Separate Servers for BI Publisher and Contract Management Download All Media Components to Same Root Folder –Repository Creation Utility –Oracle Business Intelligence Installer Installs WebLogic Installs BI Publisher Getting Started
6Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Installing and Configuring Downloading from eDelivery or OTN
7Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Installing and Configuring Create the BI Publisher Database Schema with RCU Install BI Publisher Supporting Documentation on OTN –BI Publisher Quick Installation GuideBI Publisher Quick Installation Guide –BI Publisher Documentation LibraryBI Publisher Documentation Library Installation support is handled by BI Publisher Support Configuration with Contract Management is handled by Contract Management Support Installing BI Publisher
8Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Installing and Configuring Administration URL: : /xmlpserver Updating Authentication within BI Publisher Administration
9Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Installing and Configuring Add Contract Management Reports, Forms, and Letter Templates to BI Publisher From: To: Integrating with Contract Management
10Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Installing and Configuring Configure the integration within Primavera Administrator Import your Reports, Forms, and Templates All set! Integrating with Contract Management
11Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Getting Started with BI Publisher Web Based Interface –Layout Editor –Query Editor –Administration Report Components –Reports/Layouts (XDO) –Data Models (XDM) Background
12Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Getting Started with BI Publisher Navigation - Administration
13Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Getting Started with BI Publisher Navigation – Reports, Forms, and Letter Templates
14Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Getting Started with BI Publisher Navigation – Data Models
15Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Getting Started with BI Publisher Navigation – Opening a Report
16Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Getting Started with BI Publisher Navigation – Report View
17Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Getting Started with BI Publisher Navigation – Layout View
18Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Getting Started with BI Publisher 1.Create a New JDBC 2.Update your Data Model ̶ Update Data Model > Default Data Source ̶ Update Data Set > Data Source 3.Create Sample XML Data Set (optional) 4.Run your report! Running a Report from within BI Publisher
19Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Creating and Updating a New Report Create a New Report –Create a new report using an existing Data Model –Use Save As to copy an existing Report –Make a copy of an XDO using a File Browser Open your Report in Edit Mode to Manage Layouts Open your Layout in Edit Mode to Customize your Format Open your Data Model in Edit Mode to add or remove database columns Creating and Opening
20Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Creating and Updating a New Report Save R_CON_01 as R_CON_TONY Updates to Data Model –Add Conditional Cost Type Column –Add Prompt for Criteria on Contract Date Updates to Layout –Alternate Row Shading –Add Contract Count & Total for Revised Contract Sums –Show Contracts under $100,000 in red –Add New Layout called ‘Test’ –Group by Conditional Cost Type Column Demonstration – R_CON_01
21Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Resources Oracle Technology Network (OTN) – ̶ BI Publisher Home – publisher/overview/index.html publisher/overview/index.html ̶ Getting Started Guide – curriculum.oracle.com/obe/fmw/bi/bip/bip11g/gettingstarted/gettingstarted.htm curriculum.oracle.com/obe/fmw/bi/bip/bip11g/gettingstarted/gettingstarted.htm Blog – YouTube Channel – Communities – Oracle University – –OracleBI Publisher 11G R1: Fundamentals
22Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8 Resources – My Oracle Support My Oracle Support – ̶ – “How to Install Oracle BI Publisher for use with Contract Management 14 and Later” ̶ – “How to Integrate and Configure Contract Management with BI Publisher” ̶ – “Advisor Webcast Archived Recordings” Using Oracle BI Publisher with Contract Management 14 (2/21/12) ̶ – “FAQ: BI Publisher and Contract Management v14.0” ̶ – “How To Create a New Contract Management Letter Template in BI Publisher” ̶ To browse content, search for: “Contract Management BI Publisher”
23Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Insert Information Protection Policy Classification from Slide 8