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Oracle XML Publisher
Enterprise Reporting and Delivery
Tim Dexter & Klaus Fabian
Applications Technology
Oracle Corporation
Reporting
Architectures
Business Document Requirements
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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
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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
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Oracle XML Publisher
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Authoring
Managing
Delivering
Checks
Invoices
Your Business Documents
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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
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Letters
Grant applications
Exam scripts
Tax Forms
Grants
Procurement
Telecommunications
Manufacturing
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Dunning letters
Customer statements
Bill of lading
BOM Docs
Delivery notes
Financial Services
Healthcare
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Payment processing
Financial statements
Loan documentation
Clinical trial reports
Patient letters
Every Industry
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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
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Integrated with Concurrent Manager
Tightly integrated with all Applications Modules
Central Repository for managing Data / Layout
Translation & configuration management
XMLP for Peoplesoft Enterprise New!
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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!
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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
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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
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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
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Briefing Books
Shipping Documents
Others
 Either XML Publisher or
3rd party PDFs
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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
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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
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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
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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
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HRMS
DBI/PMV
Purchasing
Contracts
Sourcing
Quoting
FSG
eRecords
Loans
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Financials
Consolidation Hub
AP / AR / FA
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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
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PeopleSoft,
SAP, Siebel
Java, C++,
Pearl, etc
Distributed queries
XML Publisher Data Engine
 Any ERP system
 Any XML data server
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Oracle Reports
DB Packages e.g. SQL XML
 Any XML web services
Web Services
XML Publisher Data Engine
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Fast, scalable extraction engine
Integrated into concurrent manager
Migration tools available from Oracle Reports
Offers all that Oracle Reports offers + 30-40%
faster
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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
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PDF
RTF
 Outputs
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PDF
XML
 Template Manager
 XML APIs
 XML Report Publisher
Release 5.0 Features
Installed with 11.5.10 CU2
 Improved performance / memory management
 Templates
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RTF
 XSL2.0 support
 Enhanced feature set
eText
 Support for EDI/EFT output
 Output
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PDF, HTML, RTF, Excel(HTML), XML, EFT, EDI, XML
 Delivery Manager
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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
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Brought Forward/Carried Forward
Updateable Variables
Parameters
Batch Processing Enhancements
Restart page numbering
Reset header and footer
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 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
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Centralized configuration and font storage
 Define Currency Formats
 XML Publisher Data Engine and Data Template
 PDF Book Creation
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Table of contents
Bookmarks
Master header and footer layouts
 RTF Template Enhancements
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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
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Distributed query support
Simple SQL>XML
Bursting Engine
Performance Improvements
 RTF Template Enhancements
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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
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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
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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
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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
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Read only / Editable
Copy Text
Printable
Password protection
Language Support
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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
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CJK
BiDi
Unicode
MLS
 Compare to
others
Translation
 Communicate with partners around the world
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No dependency on installed languages
No dependency on DB char set
 Create a template for any language/territory*
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Translate template or send to 3rd party
Support for XLIFF
 Recognizes any combination of
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185 language codes
244 territory codes