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Oracle XML Publisher Enterprise Reporting and Delivery

Oracle XML Publisher Enterprise Reporting and Delivery. Steve Sako Principal Application Technology Sales Consultant Oracle USA, Inc. steve.sako@oracle.com. Why XML Publisher ?. Checks. Reports. Labels. Destinations. Document Management Requirements. Rich Formatted Reports

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Oracle XML Publisher Enterprise Reporting and Delivery

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  1. Oracle XML PublisherEnterprise Reporting and Delivery Steve Sako Principal Application Technology Sales Consultant Oracle USA, Inc. steve.sako@oracle.com

  2. Why XML Publisher ?

  3. Checks Reports Labels Destinations Document Management Requirements • Rich Formatted Reports • Partner Reports • Financial Statements • Government forms • Marketing materials • Contracts • Checks, Labels • XML • EFT / EDI • Multiple destinations Invoices XML / EFT / EDI

  4. Checks Invoices Reports Destinations No One System Can Do That • 3rd party software and custom solutions are required to satisfy business requirements • Costly • Time consuming • Complex systems Check Print Server Invoice Server Label Manager Report Formatter Labels Delivery Server Payment Server XML / EFT / EDI

  5. Checks Invoices Reports Destinations Maintenance Costs More • Highly-skilled engineers required to maintain the 3rd party software servers • Costly • Time consuming • Complex systems • Expensive maintenance • Labor intensive Check Print Server Invoice Server Label Manager Report Formatter Labels Delivery Server Payment Server XML / EFT / EDI

  6. Checks XML Publisher Reports Labels Destinations Integrated Document Management • Oracle XML Publisher • Authoring • Managing • Delivering Your Business Documents • Meet Business Requirements • Remove Complexity • Reduce Maintenance Cost • Reduce Total Cost Invoices XML / EFT / EDI

  7. Remove ComplexityReduce Total Cost

  8. What is XML Publisher ?

  9. A Tool That Provides Flexible, Template-Based Publishing Of Reports From The E-Business Suite

  10. XML Publisher Concept Separate data / layout / UI translation Data Logic Layout XML Publisher Reportoutput Translation • Flexibility • Reduced maintenance

  11. XML Publisher Customization • 1 data set : 10 layout templates • Business consultants use familiar desktop tools for layout customization • Support for hosted customers XSL Report Templates XSL-FO Report Output XML Data XML EFT • Rapid Deployment

  12. P D F X L S R T F X S L Industry Standard Templates • Using desktop applications • Adobe Acrobat • MS Word • MS Excel • XSL Editors

  13. Security • Printing from Excel is not accepted by financial auditors • PDF Security levels for • Read only / Editable • Copy Text • Printable • Password protection

  14. No need for expensive language-specific printers XML Publisher ships with full set of Unicode Fonts Scalable font embedding, with CID mapping tables XML Publisher is alone in supporting CJK BiDi Unicode MLS Compare to others Language Support

  15. What is Behind the XML File ?

  16. What is Behind an RTF Template ?

  17. Tagging text as placeholders • Use standard xml PI(processing instruction) syntax: <? Place Holder ?> • Write placeholders in two ways • In normal text • In form field’s help text

  18. In normal text • Put XML Elements directly into RTF text <employeeid="1"> <name>Edward Jiang</name> <location>6OP</location> <office>E211</office> </employee>

  19. In form field’s help text • Insert a form field, put in description, click “Add Help Text…”, and put text in the text area below… <employeeid="1"> <name>Edward Jiang</name> <location>6OP</location> <office>E211</office> </employee>

  20. Repeating groups • <?for-each:group_element_name?> … Stuff to be repeated …<?end for-each?> <employees> <employeeid="1"> <name>Edward Jiang</name> <location>6OP</location> <office>E211</office> </employee> <employeeid=“2"> <name>Shinji Yoshida</name> <location>6OP</location> <office>259</office> </employee> </employees>

  21. Simple Conditional Formatting<?if:condition?> • Display data only if name is “Shinji Yoshida” <employees> <employeeid="1"> <name>Edward Jiang</name> <location>6OP</location> <office>E211</office> </employee> <employeeid=“2"> <name>Shinji Yoshida</name> <location>6OP</location> <office>259</office> </employee> </employees>

  22. Oracle ApplicationsStandardizing onXML Publisher

  23. HRMS DBI/PMV Purchasing Contracts Sourcing Quoting FSG eRecords Loans Financials Consolidation Hub AP / AR / FA 11i10 Apps Products UtilizingXML Publisher • Order Management • iStore • Project Contracts • Marketing • Student Services • Discrete Manufacturing • Process Manufacturing • Bill Presentment • Internal Controls Manager • Global Financials • Sub Ledger Accounting • SCM • Projects

  24. Oracle Human Resources Human Resources Business Requirements • Generate Employee tax forms • Support multiple states and continuation pages • Single and Batch processing • Access from Self Service Implementation • PDF Form Templates • XMLP Common Regions • XML APIs (Batch)

  25. Oracle Payments Payments Business Requirements • Generate Electronic Funds Transfer files • Support 160 formats • Very large data input support • Deliver via FTP, HTTP Implementation • eText Templates • Delivery Manager

  26. Oracle Sourcing Sourcing Business Requirements • Generate integrated output with Contract info • Advanced formatting • Self service interaction Implementation • RTF/XSLFO Templates • Multiple data sources /templates • Integrated into self service application

  27. Oracle Financials Financials Business Requirements • Generate High Fidelity Output • Allow end user customization • 10000+ page output • No change for report consumers Implementation • RTF Templates • Scalable transformation • Concurrent Manager Integration

  28. Oracle Daily Business Intelligence DBI Business Requirements • Generate High Fidelity Output from HTML • User level customization • Support Images/ Charts • Support dynamic links Implementation • RTF Templates • Charting support • Advanced layout features

  29. Customer Implementations

  30. Customers

  31. NCR Business Requirements • Generate Bill of Lading • Barcode support • Multiple Delivery Channels • Supplemental Pages Implementation • RTF Templates • Conditional Formatting • External Font Mapping • Delivery Manager

  32. T3 Energy Services Business Requirements • Generate Checks • Signature Security • Multiple Delivery Channels Implementation • RTF Templates • External Font Mapping • Virtual Signature Images • Concurrent Manager Integration • Delivery Manager

  33. Calgary Board of Education Business Requirements • Generate Executive Reports • Multiple Delivery Channels • High Fidelity Output • No change for end users Implementation • RTF Templates • Concurrent Manager Integration • Delivery Manager

  34. Government of Dubai Business Requirements • Generate HR Reports • Multiple Font Handling • Advanced BIDI Support Implementation • RTF Templates • Advanced BIDI Options in FO Layer • Utilize MS Word for Advanced Text Formatting

  35. Dell Inc Business Requirements • Generate Customer Facing Output • Multiple Data Sources • Translation support • Multiple Delivery Channels • High Volume ~10000 docs/hr • Keep database load to a minimum Implementation • RTF Templates • Delivery Manager • Watermarking support • Install XMLP on separate server

  36. Q & Q U E S T I O N S A N S W E R S A

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