An Introduction on BI Publisher & JD Edwards Integration

Adiva Consulting Inc.
www.adivaconsulting.com
Oracle BI Publisher Online Training
info@adivaconsulting.com

JD Edwards Enterprise One 9.1 &
BI Publisher Integration
BI Publisher Integration

Oracle Business Intelligence Publisher
Introduction
Oracle BI Publisher is an enterprise reporting solution for
authoring, managing, and delivering all your highly
formatted business documents, such as operational
reports, electronic funds transfer documents, government
reports, electronic funds transfer documents, government
PDF forms, shipping labels, checks, sales and marketing
letters, and much more

Government Forms
Order Forms
Purchase Orders
Labels / Bar Codes
Collateral
eText
Business Documents…
Order Forms
Invoices
Operational Reports
Correspondence
Financial Statements
Checks

• BI Publisher enables you to extract data from multiple
data sources, create layouts for report data, and publish
the report to numerous output formats.
• BI Publisher also enables you to schedule reports and
• BI Publisher also enables you to schedule reports and
deliver the reports to multiple delivery destinations
required by your business.

Layout Templates
PDF
HTML
Excel
Power
Point
Flash
Email
Printer
From Data to Destination …
Oracle ,DB2,
SQL Server,
MySQL
EBS,SAP,
JDE
XSL XPT
XML
EDI
EFT
Output Formats Destinations
BI Publisher
CSV
RTF Fax
e-Commerce
Repository
FTP/WebDAV/HTTP
Data Sources
• Word
• Acrobat
• JDev
Layout Tools
• Excel
• Flex
• Others
Web Services
JDE
OLAP
Essbase, OBIEE
Interactive

There are three ways, JDE users can
use the BI Publisher
• Embedded BI Publisher Reporting
• EnterpriseOne One View Reporting
• EnterpriseOne One View Reporting
• Interactive BI Publisher Reporting with JD
Edwards Data Access Driver

Embedded BI Publisher Reporting
Embedded BI Publisher reporting is driven by a JD Edwards EnterpriseOne batch
application (UBE)

Embedded BI Publisher Reporting
Continue….
•The report needs to update, insert, or delete JD Edwards
EnterpriseOne data.
Examples of report processes that update JD Edwards EnterpriseOne data are:
Examples of report processes that update JD Edwards EnterpriseOne data are:
updating the product shipped date, advancing the sales order status, and
updating the statement print date.
•The report needs to perform JD Edwards EnterpriseOne business
logic.
Examples of business logic include: determining the correct pricing for a
product, computing an employee's salary or benefits, and calculating
commissions for sales staff

BI Publisher Reporting with JD Edwards
Data Access Driver

BI Publisher Reporting with JD Edwards
Data Access Driver
BI Publisher reporting with JD Edwards Data Access Driver should be
used under the following circumstances:
The requested report is not part of a standard JD Edwards EnterpriseOne
business process, or the requirements for the report change over time. The
Continue…
business process, or the requirements for the report change over time. The
following are examples of these types of reports:
•The CIO requests a list of current open Account Receivables.
•A manager wants to review year-to-date budget amounts compared to
actuals.
•A manager requests a report showing current inventory levels.
•Requests for other typical ad-hoc reports.

JD Edwards Enterprise one
Embedded BI Publisher

Creating a Embedded BI Publisher Report…
Creating customized reports using BI
Publisher involves these steps:
Step 1 – Use Oracle’s BI Publisher Template
Step 1 – Use Oracle’s BI Publisher Template
Builder, Microsoft Excel, Microsoft
Word, or Adobe Acrobat to create a
blank template file. In Word, this would
be a blank .rtf file.

Step 2 – Add an object to the JD Edwards XML
Publisher Object Repository (P95600), using
the template name for the object name.
After clicking OK, you will be prompted to upload
After clicking OK, you will be prompted to upload
the rtf file.
Then you need to set the Effective dates for the
template. Pick the current date/time for start,
and leave the end date blank to specify no
expiration.

Report Definitions
Report definitions specify the information that BI Publisher
requires to process and deliver output.
The details in a report definition include:
The details in a report definition include:
•The UBE and optional version to use as the source of data
•Associated templates, transformations, and localizations
•Output types
•Language options
•Bursting options
•Delivery options

Step 3 – Using a FAT client, create
a report definition in the JD
Edwards XML Publisher Report
Definition application
(P95620), associating the
source batch application (UBE)
source batch application (UBE)
and the template. Use Blind
Submission here as an option.
Name and description
Source UBE that will extract the
data
Optionally select a version if the
Report Definition is limited to one
specific version

Step 3 (cont) –
After clicking “Next”,
set the types of
outputs you want
to allow, and which
to allow, and which
one is the default.
Set the Language
preference to use.

Step 3 (cont) –
After clicking “Next”, set the
bursting and delivery options.
These are actually optional, NOT
required.
Select whether to burst
Select which field to burst on
Select which field to burst on
Requires full XPath to be typed
Typically want to burst based on
a level break header section
Printing: only supported for PDF
output & PostScript printers
Email: based on single email address,
Addr. Book number, or by data
from the report (via Xpath)
Finally, click “End” to finish the RD

Step 6 – Use the XML data to design the template in the
desktop application that you used to create the template
(such as Word).
In Word, after loading your blank document, from the BI
Publisher Ribbon, “Load Data” section, click “Sample XML”
to load the XML the server generated in the previous step.
to load the XML the server generated in the previous step.
Proceed with template design.
(*part of the next session)

BIP Embedded Output Repository

Reporting Challenges in JDE
• Too much data to comprehend and limited query capabilities.
Example Open Invoice by Co

Continue…
• Dismal appearance of the existing Reports

Continue…
• Reporting Solution not catered for end user.

Bliss for End Users

JD Edwards EnterpriseOne One View Reporting
•Oracle's JD Edwards EnterpriseOne One View Reporting
is a real time operational reporting solution.
•One View Reporting is all about delivering the right data
•One View Reporting is all about delivering the right data
to the right person, right now
•One View Reporting enables users to access and
personalize transaction data into lists, charts, graphs and
tables thus simplifying the consumption of information

Continue…

Continue…
One View Reporting Across the Enterprise

Continue…
One View Reporting Across the Enterprise
•Total 178 Prebuilt Reports available across all the
applications.
User can add new custom reports based on the
•User can add new custom reports based on the
requirements
•These Report can be accessed through …
1. Standard Enterprise One Applications
2. Data Browser
3. Custom Enterprise Applications

Unzipping ONE View Reports
Each One View Report is composed of these components:
■ A data model file. (.xdm)
■ A report template file. (.xdo - This file has the same name as the data model
file.)
■ The report definition for the One View Report, which is the metadata for the
report and resides in JD Edwards EnterpriseOne.
■ files are stored on the BI Publisher server. For example, In Demo Check the
Oracle folder in your program file.
C:Program FilesOracleBI Publisher Trial EditionbiprepositoryReports

Unzipping ONE View Reports cont..
P953000 and P954000 BI Publisher Soft Coding App’s
Connecting JDE and BIP
■ You must set up a BI Publisher soft coding record in order to establish a
■ You must set up a BI Publisher soft coding record in order to establish a
connection from the HTML server to the BI Publisher server.
■ When a user logs into a particular environment in JD Edwards EnterpriseOne,
the system uses the soft coding record for the login environment and user
credentials to look up the soft coding record.
Example: Assuming it is BI Publisher server BIP_A, then if the user creates a
report, the report will be stored on the BIP_A server. If the user then runs a
report, the system will connect to the BIP_A server to run the report.

GH9098 One View Reporting Feature Authorizations
User permissions on One View Report
■ JDE_NOONEVIEW : access to One View.
■ JDE_NOONEVIEW : access to One View.
■ JDE_RUNONEVIEW: run One View Reports.
■ JDE_DESIGNONEVIEW : run, add, edit, and remove One View Reports.
■ JDE_DESIGNSHAREDONEVIEW : run, add, edit, and remove One View Report
and request to promote
■ Set up a particular One View Reporting feature for individual users, roles, or
*Public on different levels, such as system code, application level, form level,
or *ALL
Example: DataBrowse

GH9115 Working with One View
■ Working with One View Reports includes reviewing, promoting, exporting,
importing, and transferring reports
P952400 Querying and promoting One View Reports
■ Report personal until promoted. Power user needs to promote.
P982402 Installing One View Reports
■ Version ZJDE0002 to import
■ Version ZJDE0001 to export
Example: We imported the following file "OneView_910_All_Reports.zip."

Points to ponder
■ Scalability Considerations : When you run a One View report, the HTML
server retrieves the report data. The data is then passed to the BI Publisher
server for report rendering and generation. This means that running a One
server for report rendering and generation. This means that running a One
View report adds more load to the HTML server and the back end database.
The additional load is similar to adding more query users in the system.
■ Performance Considerations: One View Reporting is an interactive solution
that is not designed to retrieve tens of thousands of database records. If you
need to work with a large amount of data, using either the Read Only JDBC
driver or a UBE report will provide better performance.

One View Reporting for Customer Ledger Enquiry
Application One View Icon

One View Reporting for Customer Ledger Enquiry
Application

Add Custom Report to One View…

Add Custom Report to One View…
1
2
2
3

Creating Oracle BI Publisher Reports with JD
Edwards Data Access Driver
To implement JD Edwards EnterpriseOne reporting using the Data Access
Driver with Oracle Business Intelligence (BI) Publisher
•Install Oracle Business Intelligence Enterprise Edition (OBIEE) 11g.
•Install the JD Edwards EnterpriseOne Data Access Driver.
•Install the JD Edwards EnterpriseOne Data Access Driver.
•Register the JD Edwards EnterpriseOne Data Access Driver in Server
Manager.
•Configure the JDBC Driver (Data Access Driver) in Oracle BI Publisher

Configuring the JDBC Driver in Oracle Business
Intelligence Publisher
To configure the JDBC Driver in Oracle
BI Publisher:
Start the Oracle BI Publisher server.
Sign in to Oracle BI Publisher
Enterprise Console.
Click the Administration tab.
Click the Administration tab.
Under the Data Sources section, select
JDBC Connection.
The Data Sources form appears, with
the JDBC tab selected.
Click Add Data Source.
Enter the following values on the Add
Data Source form:

Configuring the JDBC Driver in Oracle Business
Intelligence Publisher
Data Sources list displays newly added data source

Naming Conventions

BI Publisher Best Practices for best results and performance

An Introduction on BI Publisher & JD Edwards Integration

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