Reporting from Contract Management 14.0
Using BI Publisher 11g
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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.
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Program Agenda
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Overview
Installing and Configuring
Getting Started with BI Publisher
Creating and Updating a New Report
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Overview
• About BI Publisher
• Benefits
̶ Enterprise Reporting Solution
̶ Web Deployed
̶ Multi-Product Usage
• Usage with Contract Management
̶ Reports
̶ Forms
̶ Letters
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Installing and Configuring
Getting Started
• 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 10.3.5
• Installs BI Publisher 11.1.1.5.0
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Installing and Configuring
Downloading from eDelivery or OTN
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Installing and Configuring
Installing BI Publisher
• Create the BI Publisher Database Schema with RCU
• Install BI Publisher
• Supporting Documentation on OTN
– BI Publisher 11.1.1.5.0 Quick Installation Guide
– BI Publisher 11.1.1.5.0 Documentation Library
• Installation support is handled by BI Publisher Support
• Configuration with Contract Management is handled by
Contract Management Support
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Installing and Configuring
Updating Authentication within BI Publisher Administration
Administration URL: http://<bip_server>:<port>/xmlpserver
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Installing and Configuring
Integrating with Contract Management
• Add Contract Management Reports, Forms, and Letter
Templates to BI Publisher
From:
To:
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Installing and Configuring
Integrating with Contract Management
• Configure the integration within Primavera Administrator
• Import your Reports, Forms, and Templates
• All set!
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Getting Started with BI Publisher
Background
• Web Based Interface
– Layout Editor
– Query Editor
– Administration
• Report Components
– Reports/Layouts (XDO)
– Data Models (XDM)
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Getting Started with BI Publisher
Navigation - Administration
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Getting Started with BI Publisher
Navigation – Reports, Forms, and Letter Templates
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Getting Started with BI Publisher
Navigation – Data Models
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Getting Started with BI Publisher
Navigation – Opening a Report
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Getting Started with BI Publisher
Navigation – Report View
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Getting Started with BI Publisher
Navigation – Layout View
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Getting Started with BI Publisher
Running a Report from within 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!
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Creating and Updating a New Report
Creating and Opening
• 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
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Creating and Updating a New Report
Demonstration – R_CON_01
• 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
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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
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Resources
• Oracle Technology Network (OTN) – http://oracle.com/technology
̶ BI Publisher Home – http://www.oracle.com/technetwork/middleware/bipublisher/overview/index.html
̶ Getting Started Guide – http://stcurriculum.oracle.com/obe/fmw/bi/bip/bip11g/gettingstarted/gettingstarted.htm
• Blog – http://blogs.oracle.com/xmlpublisher
• YouTube Channel – http://youtube.com/user/bipublisher
• Communities – http://communities.oracle.com
• Oracle University – http://education.oracle.com
– OracleBI Publisher 11G R1: Fundamentals
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Resources – My Oracle Support
• My Oracle Support – http://support.oracle.com
̶ 1382046.1 – “How to Install Oracle BI Publisher 11.1.1.5.0 for use with
Contract Management 14 and Later”
̶ 1361214.1 – “How to Integrate and Configure Contract Management with BI
Publisher”
̶ 740964.1 – “Advisor Webcast Archived Recordings”
Using Oracle BI Publisher 11.1.1.5.0 with Contract Management 14 (2/21/12)
̶ 1356957.1 – “FAQ: BI Publisher and Contract Management v14.0”
̶ 1357830.1 – “How To Create a New Contract Management Letter Template
in BI Publisher”
̶ To browse content, search for: “Contract Management BI Publisher”
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