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Oracle XML Publisher Enterprise Reporting and Delivery Tim Dexter & Klaus Fabian Applications Technology Oracle Corporation

Reporting Architectures

Business Document Requirements Ÿ Ÿ Ÿ Ÿ Ÿ 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 Ÿ Have to rely on multiple reporting solutions Ÿ Highly-skilled engineers required to maintain servers and report formats Ø Ø Ø Costly Time consuming Complex systems Expensive maintenance Labor intensive Checks Invoice Server Labels Label Manager Report Formatter Reports Delivery Server Destinations Check Print Server Payment Server XML / EFT / EDI

Single Solution Environment Ÿ Oracle XML Publisher – – – Authoring Managing Delivering Checks Invoices Your Business Documents ü ü 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 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 üFlexibility üReduced maintenance Report output

XML Publisher Development Ÿ Business consultants use familiar desktop tools for layout customization Ÿ Support for Multiple Data Sources ü 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 Ÿ Letters Ÿ Grant applications Ÿ Exam scripts Ÿ Tax Forms Ÿ Grants Ÿ Procurement Telecommunications Manufacturing Ÿ Dunning letters Ÿ Customer statements Ÿ Bill of lading Ÿ BOM Docs Ÿ Delivery notes Financial Services Healthcare Ÿ Payment processing Ÿ Financial statements Ÿ Loan documentation Ÿ Clinical trial reports Ÿ Patient letters Every Industry Ÿ Ÿ Ÿ Ÿ 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, AS 2, etc… Based on Open Standards: Java, XML, XSL, FO, RTF, PDF XMLP Enterprise – – – – – Easy and fast deployment Any J 2 EE container Configure Repository on XMLDB or File System Data from Multiple DBs in the same Report (Oracle, DB 2. . ) 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 People. Soft, 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 • W 2, W 4 • 1099 Procurement • sf 26, sf 33, sf 1449 • OF 347 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 B 2 B

Report Bursting Multiple Data, which templates, where to send…in one XML File EDI HTML PDF XML Publisher PDF XML Templates

Consolidated Document Publishing Ÿ Generate consolidated documents – – – Briefing Books Shipping Documents Others Ÿ Either XML Publisher or 3 rd 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, Web. DAV, FTP, AS 2 Printer Email Web. DAV Linux / NT Server Printer BI Publisher Delivery Manager Linux / NT Server Firewall Fax

Internationalization & Language Support Ÿ Ÿ 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 Bi. Di Unicode MLS Ÿ Communicate with partners around the world Ÿ Create a template for any language/territory

Oracle Applications

What's new? Ÿ Latest release is 5. 6. 1 – XML Publisher Data Engine and Data Template Enhancements Ÿ Ÿ – Distributed query support Simple SQL>XML Bursting Engine Performance Improvements RTF Template Enhancements Ÿ PDF bookmark support Ÿ Last page only support Ÿ Word Art/Org Charts – – – Inbound EFT support Configuration Manager Template Builder Wizard and other new features

EBS Products Utilizing XML Publisher Ÿ Ÿ Ÿ Ÿ Ÿ HRMS DBI/PMV Purchasing Contracts Sourcing Quoting FSG e. Records Loans Ÿ Financials Consolidation Hub Ÿ AP / AR / FA Ÿ Ÿ Ÿ Ÿ Order Management i. Store 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 Ÿ Generate Electronic Funds Transfer files Ÿ Support 160 formats Ÿ Very large data input support Ÿ Deliver via FTP, HTTP Implementation Ÿ e. Text Templates Ÿ Delivery Manager

Collections Oracle Collections Business Requirements Ÿ Generate dunning letters Ÿ User level customization Ÿ Generate operational reports Ÿ Deliver via multiple channels Implementation Ÿ RTF Templates Ÿ Conditional formatting Ÿ Delivery Manager

Bill Presentment Oracle Bill Presentment Business Requirements Ÿ Generate invoices Ÿ User level customization Ÿ Integration with CM Implementation Ÿ RTF Templates Ÿ Conditional formatting Ÿ Single step reports

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

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

FCH Oracle Consolidation Hub Business Requirements Ÿ Generate Excel & PDF output Ÿ Upload thru Excel Ÿ Report from Excel Implementation Ÿ RTF Templates Ÿ Excel Library Ÿ OA Framework integration

Customers

Customers

Dell Inc Business Requirements Ÿ Generate Customer Facing Output Ÿ Multiple Data Sources Ÿ Translation support Ÿ Multiple Delivery Channels Ÿ High Volume ~20000 docs/hr Ÿ Keep database load to a minimum Implementation Ÿ RTF Templates Ÿ Delivery Manager Ÿ Watermarking support Ÿ Install XMLP on separate server

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

T 3 Energy Services Business Requirements Ÿ Generate Checks Ÿ Signature Security Ÿ Multiple Delivery Channels Implementation Ÿ RTF Templates Ÿ External Font Mapping Ÿ Virtual Signature Images Ÿ Concurrent Manager Integration Ÿ Delivery Manager

More Info Ÿ Demogrounds Ÿ Oracle. com http: //www. oracle. com/technology/products/applications/publishing/index. html Ÿ XML Publisher Forum http: //forums. oracle. com/forums/forum. jspa? forum. ID=245 Ÿ XML Publisher Blog http: //blogs. oracle. com/xmlpublisher

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

Data Extraction Ÿ Any database or multiple databases Oracle, SQL Server, DB 2 – – People. Soft, SAP, Siebel Java, C++, Pearl, etc Distributed queries XML Publisher Data Engine Ÿ Any ERP system Ÿ Any XML data server – – Oracle Reports DB Packages e. g. SQL XML Ÿ Any XML web services Web Services

XML Publisher Data Engine Ÿ Fast, scalable extraction engine Ÿ Integrated into concurrent manager Ÿ Migration tools available from Oracle Reports Ÿ 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 Ÿ Templates – – PDF RTF Ÿ Outputs – – PDF XML Ÿ Template Manager Ÿ XML APIs Ÿ XML Report Publisher

Release 5. 0 Features Installed with 11. 5. 10 CU 2 Ÿ Improved performance / memory management Ÿ Templates – – RTF Ÿ XSL 2. 0 support Ÿ Enhanced feature set e. Text Ÿ Support for EDI/EFT output Ÿ Output – PDF, HTML, RTF, Excel(HTML), XML, EFT, EDI, XML Ÿ Delivery Manager – Email, FAX, Print, Web. DAV, FTP, HTTP, Custom Ÿ XML API integration with Delivery Manager Ÿ Concurrent Manager Integration Ÿ single step reporting Ÿ can be installed on 11. 5. 10 baseline

Release 5. 5 Features Installed as standalone patch Ÿ Improved performance / memory management … yes its faster and smarter Ÿ Translation support for templates both for development and customers Ÿ RTF/PDF template enhancements – – – Brought Forward/Carried Forward Updateable Variables Parameters Batch Processing Enhancements Restart page numbering Reset header and footer • • • Ÿ 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 Ÿ Administration User Interface – Centralized configuration and font storage Ÿ Define Currency Formats Ÿ XML Publisher Data Engine and Data Template Ÿ PDF Book Creation – – – Table of contents Bookmarks Master header and footer layouts Ÿ RTF Template Enhancements – – – Drawing/Shape support Background and Watermark support SVG image support Ÿ 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 (R 12 baseline) Ÿ XML Publisher Data Engine and Data Template Enhancements – – Distributed query support Simple SQL>XML Bursting Engine Performance Improvements Ÿ RTF Template Enhancements – – – PDF bookmark support Last page only support Word Art/Org Charts Ÿ Inbound EFT support Ÿ Translation Manager Ÿ Template Builder Wizard and other new features

Technology & Features

XML Publisher Technology Open standard technologies Ÿ W 3 C XSL: FO implementation Ÿ Pure Java Ÿ Pluggable data in XML Ÿ Output formats in PDF, PS, RTF, HTML… Ÿ Support for Internet Printing Protocol, Web. DAV, Internet Fax Protocol, SMTP, etc…

XML Publisher Technology Industry Standard Templates Ÿ Using desktop applications – – Adobe Acrobat MS Word MS Excel XSL Editors Ÿ Template Builder Addins F D P L S X T F R L S X

Quality Comes First … Ÿ Created an in-house QA system Ÿ Product Teams Reports part of the regression testing

Performance & Scalability Stream-based implementation Ÿ Reduce memory footprint Ÿ Handle large XML input files Ÿ The fastest XSL-FO implementation Ÿ Compare to others

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

Language Support Ÿ Ÿ 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 Bi. Di Unicode MLS Ÿ Compare to others

Translation Ÿ Communicate with partners around the world – – No dependency on installed languages No dependency on DB char set Ÿ Create a template for any language/territory* – – Translate template or send to 3 rd party Support for XLIFF Ÿ Recognizes any combination of – – 185 language codes 244 territory codes