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Oracle XML Publisher Enterprise Reporting and Delivery Tim Dexter & Klaus Fabian Applications Technology Oracle Corporation Reporting Architectures Business Document Requirements           High Fidelity Reports Partner Reports Financial Statements Government forms Marketing materials Contracts Checks, Labels XML EFT / EDI Multiple destinations Checks Invoices Labels Destinations Reports XML / EFT / EDI Complex Reporting Environments  Have to rely on multiple reporting solutions  Highly-skilled engineers required to maintain servers and report formats      Checks Invoices Invoice Server Label Manager Labels Costly Time consuming Complex systems Expensive maintenance Labor intensive Check Print Server Report Formatter Reports Delivery Server Destinations Payment Server XML / EFT / EDI Single Solution Environment  Oracle XML Publisher – – – Authoring Managing Delivering Checks Invoices Your Business Documents     Meet Business Requirements Labels Remove Complexity Reduce Maintenance Cost Reduce Total Cost Destinations Reports 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 field End user enhancements … Font size change Reflect all changes Margin change Report files Maintenance forever… Report Output Classic Reporting Issues Data logic Layout Report file Translation  High development cost  High customization cost  Difficult upgrade XML Publisher Paradigm Separate data / layout / UI translation Data Logic Layout XML Publisher Translation Flexibility Reduced maintenance Report output XML Publisher Development  Business consultants use familiar desktop tools for layout customization  Support for Multiple Data Sources  Rapid Deployment XSL Report Templates XSL-FO XML Formatting Engine Multiple Data Sources Report Output Applications One Solution for all Business Documents All Industry Requirements Higher Education Government       Letters Grant applications Exam scripts Tax Forms Grants Procurement Telecommunications Manufacturing      Dunning letters Customer statements Bill of lading BOM Docs Delivery notes Financial Services Healthcare      Payment processing Financial statements Loan documentation Clinical trial reports Patient letters Every Industry        Marketing Material Financial statements Legal documents Invoices Checks TAX reports HR Reports Deployment Options Flexible Deployment Options… XMLP for E-Business Suite XMLP for Peoplesoft XMLP for J.D. Edwards XMLP Enterprise XMLP Embedded XML Publisher for Applications … Standard … Integrated … Extensible XMLP for Oracle E-Business Suite – – – – Integrated with Concurrent Manager Tightly integrated with all Applications Modules Central Repository for managing Data / Layout Translation & configuration management XMLP for Peoplesoft Enterprise New! – – – – – Integrated with Process Scheduler / Report Manager Publish Peoplesoft Queries and Row Sets Report bursting Security join tables Template Manager with effective dates support XMLP for J.D. Edwards Enterprise New! – – – Integrated with EOne Queries Support Queries save through data browser Row and business unit security XML Publisher Standalone … Many Options … One Powerful Engine! XMLP Embedded: Custom Development – – – – – Powerful formatting engines High Performance data extraction engine Batch processing, and Bursting Delivery API for email, fax, printing, ftp, AS2, etc… Based on Open Standards: Java, XML, XSL, FO, RTF, PDF XMLP Enterprise – – – – – – – – – Easy and fast deployment Any J2EE container Configure Repository on XMLDB or File System Data from Multiple DBs in the same Report (Oracle, DB2 ..) Multiple Output Formats / Multiple delivery options Document Repository, Scheduling, Archiving Database and Application Server independent Advanced Security and Administrative options Pluggable Services, Web Service APIs XML Publisher Desktop Same tools for all deployment options Functional Users Tools Functional user can create reports using familiar desktop applications – XML Publisher for Microsoft Word – XML Publisher for Microsoft EXCEL – XML Publisher for Adobe Acrobat Consultants / IT department Tools Consultants create data sources and reports using expert tools – XMLP Builder – XMLP Viewer / Debugger Features From Data to Destination PDF Oracle, SQL Server RTF HTML PeopleSoft, SAP, Siebel XML Publisher XSL Java, C++, Pearl, etc Web Services Data Source Email Templates •Word •XML Spy •Excel •Scriptura •Acrobat •Others Layout Tools Printer Excel Fax XML EDI Repository EFT e-Commerce Output Destinations Government Forms Business Data • Human Resources • Procurement PDF XML Publisher Government Human Resources • W2, W4 • 1099 Procurement • sf26, sf33, sf1449 • OF347 Download PDF forms from Gov. Web Site Send back the exact form filled with data Extract Once – Publish Multiple Times XML Data EFT Banking EFT Excel Controller HTML XML Publisher CEO PDF XML Government XSL Different Templates For different output formats XML B2B Report Bursting Multiple Data, which templates, where to send…in one XML File EDI HTML PDF XML Publisher PDF XML Templates Consolidated Document Publishing  Generate consolidated documents – – – Briefing Books Shipping Documents Others  Either XML Publisher or 3rd party PDFs – – – – Page numbering Bookmarks Start/ End Pages Overlays XML Publisher Distributed Delivery Master delivery manager can dispatch the delivery requests to remote delivery servers via IPP and Web Services. Supported Protocols IPP, HTTP, SMTP, WebDAV, FTP, AS2 Printer Printer Email WebDAV Linux / NT Server Printer Printer BI Publisher Delivery Manager Linux / NT Server Firewall Fax Internationalization & Language Support     No need for expensive language-specific printers BI Publisher ships with full set of Unicode Fonts Scalable font embedding, with CID mapping tables BI Publisher is alone in supporting – – – – CJK BiDi Unicode MLS  Communicate with partners around the world  Create a template for any language/territory Oracle Applications What's new?  Latest release is 5.6.1 – XML Publisher Data Engine and Data Template Enhancements     Distributed query support Simple SQL>XML Bursting Engine Performance Improvements – RTF Template Enhancements  PDF bookmark support  Last page only support  Word Art/Org Charts – Inbound EFT support – Configuration Manager – Template Builder Wizard and other new features EBS Products Utilizing XML Publisher          HRMS DBI/PMV Purchasing Contracts Sourcing Quoting FSG eRecords Loans  Financials Consolidation Hub AP / AR / FA               Order Management iStore Project Contracts Marketing Student Services Discrete Manufacturing Process Manufacturing Bill Presentment Internal Controls Manager Global Financials Sub Ledger Accounting SCM Projects Payments Oracle 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 Collections Oracle Collections Business Requirements  Generate dunning letters  User level customization  Generate operational reports  Deliver via multiple channels Implementation  RTF Templates  Conditional formatting  Delivery Manager Bill Presentment Oracle Bill Presentment Business Requirements  Generate invoices  User level customization  Integration with CM Implementation  RTF Templates  Conditional formatting  Single step reports Sourcing Oracle 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 Financials Oracle 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 FCH Oracle Consolidation Hub Business Requirements  Generate Excel & PDF output  Upload thru Excel  Report from Excel Implementation  RTF Templates  Excel Library  OA Framework integration Customers Customers Dell Inc Business Requirements  Generate Customer Facing Output  Multiple Data Sources  Translation support  Multiple Delivery Channels  High Volume ~20000 docs/hr  Keep database load to a minimum Implementation  RTF Templates  Delivery Manager  Watermarking support  Install XMLP on separate server NCR Business Requirements  Generate Bill of Lading  Barcode support  Multiple Delivery Channels  Supplemental Pages Implementation  RTF Templates  Conditional Formatting  External Font Mapping  Delivery Manager 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 More Info  Demogrounds  Oracle.com http://www.oracle.com/technology/products/applications/publishing/index.html  XML Publisher Forum http://forums.oracle.com/forums/forum.jspa?forumID=245  XML Publisher Blog http://blogs.oracle.com/xmlpublisher QUESTIONS ANSWERS Data Extraction  Any database or multiple databases Oracle, SQL Server, DB2 – – PeopleSoft, SAP, Siebel Java, C++, Pearl, etc Distributed queries XML Publisher Data Engine  Any ERP system  Any XML data server – – Oracle Reports DB Packages e.g. SQL XML  Any XML web services Web Services XML Publisher Data Engine     Fast, scalable extraction engine Integrated into concurrent manager Migration tools available from Oracle Reports Offers all that Oracle Reports offers + 30-40% faster – – – – – – – Multiple queries + joins Event triggers Flexfield support Formula/Summary columns Java API layer for OAF support Data Bursting(5.6.1) Distributed Queries (5.6.1) Back Release 4.5 Features Installed with 11.5.10  Templates – – PDF RTF  Outputs – – PDF XML  Template Manager  XML APIs  XML Report Publisher Release 5.0 Features Installed with 11.5.10 CU2  Improved performance / memory management  Templates – – RTF  XSL2.0 support  Enhanced feature set eText  Support for EDI/EFT output  Output – PDF, HTML, RTF, Excel(HTML), XML, EFT, EDI, XML  Delivery Manager – Email, FAX, Print, WebDAV, FTP, HTTP, Custom  XML API integration with Delivery Manager  Concurrent Manager Integration  single step reporting  can be installed on 11.5.10 baseline Release 5.5 Features Installed as standalone patch  Improved performance / memory management … yes its faster and smarter  Translation support for templates both for development and customers  RTF/PDF template enhancements – – – – – – Brought Forward/Carried Forward Updateable Variables Parameters Batch Processing Enhancements Restart page numbering Reset header and footer • • • • • •  Common region for OA Framework Multicolumn Pages Initial Page Number Property Support Check boxes If-then-Else Number and Date Formatting Release 5.6 Features Installed as standalone patch  Administration User Interface – Centralized configuration and font storage  Define Currency Formats  XML Publisher Data Engine and Data Template  PDF Book Creation – – – Table of contents Bookmarks Master header and footer layouts  RTF Template Enhancements – – – Drawing/Shape support Background and Watermark support SVG image support  Bulk printing solution • Section and Master page numbering • Hyperlinks • Preamble/Postscript text • SVG chart output support • Fixed-row enumeration • Currency formatting Release 5.6.1 Features Installed as standalone patch (R12 baseline)  XML Publisher Data Engine and Data Template Enhancements – – – – Distributed query support Simple SQL>XML Bursting Engine Performance Improvements  RTF Template Enhancements – – – PDF bookmark support Last page only support Word Art/Org Charts  Inbound EFT support  Translation Manager  Template Builder Wizard and other new features Technology & Features XML Publisher Technology Open standard technologies      W3C XSL:FO implementation Pure Java Pluggable data in XML Output formats in PDF, PS, RTF, HTML… Support for Internet Printing Protocol, WebDAV, Internet Fax Protocol, SMTP, etc… XML Publisher Technology Industry Standard Templates  Using desktop applications – – – – Adobe Acrobat MS Word MS Excel XSL Editors  Template Builder Addins Quality Comes First …  Created an in-house QA system  Product Teams Reports part of the regression testing Performance & Scalability Stream-based implementation     Reduce memory footprint Handle large XML input files The fastest XSL-FO implementation Compare to others Security  Printing from Excel is not accepted by financial auditors  PDF Security levels for – – – – Read only / Editable Copy Text Printable Password protection Language Support     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 Translation  Communicate with partners around the world – – No dependency on installed languages No dependency on DB char set  Create a template for any language/territory* – – Translate template or send to 3rd party Support for XLIFF  Recognizes any combination of – – 185 language codes 244 territory codes
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