bi publisher: “jd edwards style”

BI Publisher: “JD Edwards Style”

Robert RobinsonJD Edwards Systems ManagerHealth Care REIT, Inc. Toledo, OH

This Presentation is Rated “R”

The presentation includes strong technical language, fast paced system action, some presenter violence and power user content.

Attendee discretion is advised.

Outline• Company Profile• My Profile• Overview of BI Publisher• BI Publisher Setup, briefly• Step-by-step example• “How to” tips• Key documents• Summary

About The REIT• Health Care REIT, Inc. is a self-administered, equity

real estate investment trust that invests across the full spectrum of senior housing and health care real estate including independent living/continuing care retirement communities, assisted living facilities, skilled nursing facilities, hospitals, long-term acute care hospitals and medical office buildings.

• Founded in 1970, the company was the first real estate investment trust to invest exclusively in health care properties. The Company also offers a full array of property management and development services. As of September 30, 2008, the Company’s portfolio consisted of 641 properties in 39 states.

My profile• 22 years on JDE (World and E1)• Experience as end user, trainer, EDP auditor,

consultant, CNC and “crash test dummy”• Started at the REIT in July 2006• President, Quest BI SIG; Vice President –

Alliances, Quest R/E SIG; Vice President – JD Edwards, Merged Michigan Oracle Users Group

What is BI Publisher?• A template-based desktop publishing application • BI Publisher was created by Oracle and was first

used in its E-Business Suite; it was then bundled with the PeopleSoft Suite a few years ago

• In 2006, the first BIP application (Phase 1) was bundled with JD Edwards EnterpriseOne; the 8.97 Tools Release introduced the Phase 2 upgrade of BI Publisher (Phase 2 linked BIP to the JD Edwards Change Management process, which allows CNCs to manage BIP objects through OMW)

What is BI Publisher?• BI Publisher improves reporting by putting a familiar face

(Word, Adobe) on the report design process, allowing users to leverage existing reports without major rewrites of the associated UBE.

• End users can create and change reports with minimal CNC support, and without having to have their BIP reports updated through the JDE Change Management process

• The collection of the data can still be handled by existing report tools, but you can design and control how the report outputs will be presented (in separate template files). At runtime, your designed template files are merged with the report data to create a variety of output formats (PDF, Excel, HTML, PowerPoint, even flat files).

What is BI Publisher?Users can create:• Customer-ready PDF documents, such as financial statements,

marketing materials, contracts, invoices, and purchase orders utilizing colors, images, font styles, headers and footers, and many other formatting and design options

• Excel output to create a spreadsheet of your report data• PowerPoint slides for presentations• "Filled-out" third-party provided PDF documents (such as

1099s). Download a PDF document, such as a government form, to use as a template. At runtime, the data and template produce a "filled-out" form

BI Publisher SetupRequirements:• JD Edwards EnterpriseOne release 8.11 SP1 or

higher• Tools Release 8.97 (Required for Phase 2 of BI

Publisher)• Baseline ESU (Check Metalink3 for most current

version)• Planner ESU (Check Metalink3 for most current

version)

Perform necessary Application and/or Tools ReleaseUpgrades and ESU installs as per instructions

Outline of JD Edwards BI Publisher Process1. Familiarize yourself with the JD Edwards UBE that you want to use2. On the desktop, open a blank Word document and save it as an RTF

document 3. Upload the blank template to EnterpriseOne 4. Create a report definition associating the batch application and the template 5. Submit the report definition either on the web or on a fat client 6. In the Report Definition Job Control Search, find the job for the report

definition you just submitted and take the Row exit for view RD Output7. In the Report Definition Job Control Search find the job for the report

definition you just submitted and take the Row exit for view RD Source. This will contain the XML source code. Download this source code to the directory where you have stored the RTF template

8. Return to your desktop, and open the template in Word. Begin designing your template

Outline of JD Edwards BI Publisher Process9. Load XML Data and continue to “markup” your template (While you are

designing your template, you can preview the look of the form by selecting the “Preview” function)

10.Once you have completed and saved your template, save the template back to the JD Edwards XML Object Repository

11.Re-submit the report definition 12.Return to the Report Definition Job Control Search, find the report you just

submitted and take the Row exit for “View RD Output”13.If the report requires revisions, return to the template and repeat steps 8-12

1. Identify UBE to use

My UBE of choice

1. Identify UBE to use

The small sample will allow me to get familiar with the UBE

2. Create rtf document

3. Upload blank template to JDE

To upload the template, access the “XML Publisher Repository”and click “Add”.


Complete the screen as shown above, (Object Type = “TR”, Product Codes = “55”,Region = “US”, Language = “EN” – change the last two attributes to match your regionand language, if necessary). Click “OK”


The “File Upload” prompt then appears. Click “Browse”


Identify and select the blank RTF template. Click “Open”


After the file name appears, click “Load”


Enter the current date directly, or click on the calendar icon.


Click on the check mark. This sets the current date as theeffective date


The effective date is now entered. Click OK


At that point the new template was loaded into JD Edwards. Thenext step is to create the Report Definition

4. Create report definition

Run the P95620 application on a FAT client.


Click “Add”.


Enter the name of the report, description, and ‘55’ in the Product Code fields.Enter the name of the UBE, click on the flashlight in the “Template Name” field.


Identify and highlight the Report Definition template created earlier, highlight and click “Select”


Click “Next”


Select at least one “Available” output type, then select one “Default” output type. Click the check box for “*ALL Active Languages”. Click “Next”


Leave this screen unchanged. Click “End”


The new report definition has now been added. Click “Close”

5. Submit report definition to batch

On the “XML Publisher Report Definitions” screen (P95620), select the desired Report Definition. Click “Submit”

Select a UBE version (if one was not designated earlier)


Select sample data


Complete the data selection and Processing Options (if necessary)


Click OK, and then click OK again at the Printer Selection screen.


Select “Submitted RD Jobs” from the “Form” exit.


6. Review RD output (blank)

Status is “X” (new for BIP)


BI Publisher (Phase 2) Job Status Codes X= In process

Job Status Codes Definition

D XML Publishing Done

E Data Extraction Failure

P Data Extraction

X XML Publisher (in process)

FD Delivery Error

FR Report Definition Invalid

FS System Error (during XML publishing)

FT Template or Transformation Unavailable

FX XML Publishing Error


Click “Find”. Status changes to “D” (Done)


Select “View RD Output” from the “Row” exit


At the “Report Definition Output” screen, select “View Output”


Initial output for XML report

7. Locate RD source/save to desktop

Select “View RD Source” from the “Row” exit


Save the XML code to directory where the RTF template is stored


XML Source Code

STOP!

Before you start to work on that template, take “XML101”

XML Basics – What is “XML”?• “XML” = “eXtensible Markup Language” (XML) • XML is at the heart of the technology• The 8.96/8.97 upgrades allow JD Edwards to translate data

from its native code into XML• Data passes from the ERP system to the desktop over the web

smoothly because the XML now used by JD Edwards is the same language that is (and has been) the basis of the Microsoft Suite for years

• This means that data can now be moved into distribution-ready report templates on the desktop without the additional data massaging that has been required in the past.

XML Basics – What is “XML”?Knowledge of XML is not a prerequisite for being able tosuccessfully create reports in BI Publisher; however, familiaritywith XML will help with the more intricate reports that you create.

The “Oracle Core Components Guide” does a good jobof detailing the complete list of “need to know” XML basics; if youare hungry for more, a simple XML guide (like “Teach YourselfXML in 24 Hours”) is sufficient to fill in anything that the CoreComponents Guide leaves out.

Sample XML Code<?xml version="1.0" encoding="utf-16" standalone="no"> - <R5503B4201> - <On_Credit_Manager_S100000> <CreditManager_ID2>APG</CreditManager_ID2> - <Company_Level_Break_S4>

<AddressNumber_ID2>1016</AddressNumber_ID2> <NameAlpha_ID5>Stanley Shorten Real Estate Group</NameAlpha_ID5> <DocumentType_ID2>RN</DocumentType_ID2> <DocVoucherInvoiceE_ID5>59023</DocVoucherInvoiceE_ID5> <DocumentPayItem_ID11>001</DocumentPayItem_ID11> <DateInvoiceJ_ID17>2008-07-31</DateInvoiceJ_ID17> (explained later) <AmountGross_ID23>2133.22</AmountGross_ID23> <AmountOpen_ID26>2133.22</AmountOpen_ID26> <DateDueJulian_ID20>2008-08-01</DateDueJulian_ID20> </Company_Level_Break_S4> </On_Credit_Manager_S100000> </R5503B4201>

Sample XML Code• XML files are composed of “elements”. An element is

used to describe or contain a piece of information. • Elements consist of two tags: an “opening tag” and a

“closing tag”. Opening tags appear as text contained between the two angle brackets (<>). Closing tags also appear within angle brackets, but they have a forward slash (/) just before the tag name.

• The data between the tags (text and/or numeric) is the “value” of the element.

Sample XML Code < DateInvoiceJ_ID17> 2008-07-31 </DateInvoiceJ_ID17> (Opening tag) (Element value) (Closing tag)

"DateInvoiceJ_ID17" is the tag name, and the element value ofDateInvoiceJ_ID17 is "2008-07-31”. The elements of the XML filehave a hierarchical structure. Another way of saying this is thatthe elements have “parent-child” relationships. In the XMLsample, some elements are contained within the tags of anotherelement. The containing element is the parent and the includedelements are its children.

XML Code in UBE outputRD source code from a UBE is arranged as follows:• Report Properties• Column Headings• Page Headers/Footers• Level Break Sections


Save the XML file to your PC

8. Open blank template/begin work

Opened, with some preliminary work

9. Load XML data/ “markup” template

Select “Data” / “Load XML Data”


Locate the XML file and select it


XML data now loaded


With XML data loaded, select “Insert”|“Field” from BI Publisher menu.


Customer name added to form


Select “Preview”|“PDF” from the BI Publisher menu.


The sample customer name is in place


Marking up the “as of” date


The date field is now populated


Date format needs to be revised


Highlight the field right click, select “Properties” (or “BI Publisher”|“Properties”)


At the BI Publisher Properties box, select “Word Properties”


Use drop down selector to change “Type” field from “Regular Text” to “Date”.


Use the drop down selector to select the “M/d/yyyy” option.


Word formatting blanks out the visible value of the date field


Date is in proper format


Markup without placeholder. Select area, choose value, click “Insert”.


“Receivables Manager” field has filled in properly


Highlight the area where the table is to be placed.


From the BI Publisher menu select “Insert”|“Table/Form”.


Select “Customer Level Break” element (all invoices for customer).


Drag “Customer Level Break” element from “Data Source” view to“Template” view.


Tip: drop all nodes, as it is faster to delete nodes than to add


To remove unneeded field, select the field, right click and select “Delete”


After deleting all unwanted fields.


Set the “Insert Position” for “Amount Open” element “Same Level”.


Define layout the invoices. Display invoices as a table.


To insert the table into the template, click “OK”


Once table is inserted, reformat headings using Word.


Format of “Amount Open” revised


Click on “folder with tools” icon to activate “Legacy Forms”. Click on“ab|” (Insert text field) icon.


Highlight space for form field. Right click, select “Properties” or “BIPublisher”|”Properties”.


In the “BI Publisher Properties” box, select “Word Properties”.


Type descriptive text in “Default text” field. Click on “Add Help Text” button.


In “Form Field Help Text” box, click on “Type your own” radio button, and then type in XML code. Click OK


Copy and paste “Start Level Break” (“for-each”) tag to space where the end level break will go


Highlight copied section, right click and select “Properties”.


Edit XML code and related text in either “BI Publisher” or “Word Properties” section


Marked up template, ready for preview


Results appear, but there is no page break


Use Word’s “Form Field” capability to insert page break field just inside end of customer level break


Page breaks now in place

Final steps10.Once you have completed and saved your template, save the template back

to the JD Edwards XML Object Repository (step 2 with a “loaded” template)

11.Re-submit the report definition (using the P95620 application on the web) 12. Return to the Report Definition Job Control Search (P95630) to find the job

you just submitted and take the Row exit for view RD Output. This time, the report is populated with data. If you selected other types of output (e.g. Excel), when you arrive at the Report Definition Output Repository, you will see more than 1 record; one for the standard (pdf) output, and extra lines for the other forms of output that you selected

13. If the report requires revisions, go back to the template and repeat steps 8-12

Final Steps

“How To” TipsWhich standard EnterpriseOne reports are designed to work with XML Publisher?

Currently, there is no standard content delivered for XML Publisher with EnterpriseOne. All of the standard EnterpriseOne reports have the capability to be adapted to work in some fashion with XML Publisher, but no UBE reports have been specifically tailored or designed to work seamlessly with XML Publisher design requirements. Delivery of specific content that is explicitly designed to work out-of-the-box with XML Publisher is being considered for future releases.

While some of the standard EnterpriseOne reports work fine with little or no modification, many of the large and complex reports require considerable programming effort at the template level in order to be successfully utilized in XML Publisher. With customizations the output of some reports can be modified to fit the design requirements laid out by XML Publisher. However this is considered a custom modification and therefore there is no guarantee that the report will work properly with XML Publisher.

Editor’s note: In testing different types of UBEs with BI Publisher, I have found that Tabular

reports only returned the first line of data in my templates. After some research, confirmation by Oracle support, Tabular reports lack level breaks, which are crucial for XML data translation.

“How To” TipsHow do I get the plug-in and instructions to download XMLP

Desktop -which includes a template builder? 1. Go to http://www.oracle.com/technology/software/products/publishing/index.html 2. Locate the download file for your BI Publisher phase: a. For Phase 1 XMLP click on Oracle XML Publisher Desktop 5.6.2 for Microsoft Windows. b. For Phase 2 XMLP click on BI Publisher Desktop 10.1.3.3.2 for Windows (preferred). 3. Install this product by invoking Setup.exe. This will install a plug-in in MS Word, plus give a demo template, tutorial on how to use the template builder.

“How To” TipsIn my Microsoft Word template I have a field based on the

JDESystem date that I'm using to return the current date, but it is formatted as yyyy/mm/dd how can I change this format? The System date item is an unsupported XML object and cannot be formatted within Microsoft Word, instead to return the formatted current date insert it from within Word itself.

On the Word toolbar: - Go to Insert - Date and Time - Now pick the format you wish the date to be returned in

Once the Template is uploaded to E1 the date and time will pick up the current system date and its output will be in the format chosen within Word.(Note: this process works for reformatting any date – see the example)

“How To” TipsAlthough the start and end dates for templates are correct, they show as inactive

in the Report Definition. Why? The OCM Mappings for the business function B95600A XML Publisher Validation were not correct. Once these mappings were changed according to the special instructions of ESU JK14530 the templates show as active. The special instructions from this ESU for the business function are the following:

“You must enter OCM mappings for the following objects. Failure to do so could cause software components to not run properly. Go to menu GH9011 and select the OCM application (P986110), or type 'OCM' from the fastpath. Machine Selection: Both System and Server maps Environment: All environments Object: Fusion Reporting Validation (B95600A) Object Type: Bsfn Action: Add Primary Data Source: 'Enterprise Server - Logic' System Role: *PUBLIC Allow QBE: NA”

SummaryKey skill sets for BI Publisher:

• Knowledge of UBEs (especially how level breaks are handled in the UBE)

• Knowledge of XML (not required for basic report, but more important as your reports become more complex)

• Knowledge of Microsoft Word (the more known about how to manipulate Word tables and fields, the better you will be in creating and supporting the BIP templates)

Report issues• Tabular reports do not run with BIP

Helpful Reading• “Oracle XML Publisher Core Components Guide”

Release 10.1.3.3, October 2007 • “JD Edwards EnterpriseOne Tools 8.97 XML

Publisher”, October 2007• “Welcome to Oracle BI Publisher Template Builder

for Word 10.1.3.3.0 • “Creating BI Publisher Templates for JD Edwards

EnterpriseOne”, June 2008 • “Scott’s Tips – XML Publisher Intro for E1”

COLLABORATE Session by Scott Beebe, cd|group, 2008

Helpful Reading• Metalink3 Doc #661001.1– “Validating XMLP Phase 2

with 8.97 has been successfully applied” (Solution 201065431, Knowledge Garden, April 2008)

• Metalink3 Doc #650220.1– “E1: XML: How to Install the Word Plug-in for XML Publisher” (Solution 201022484, Knowledge Garden, May 2008)

• Metalink3 Doc #649178.1– “E1: XML: XML Publisher Phase 1 and 2 ESUs” (Solution 201018186, Knowledge Garden, August 2008)

Helpful Reading• “Oracle XML Publisher Template Builder Demo”,

undated• “Teach Yourself XML in 24 Hours” SAMS

Publishing (knowledge of XML is not a requirement in creating BIP reports, but it is a big help as the reports become more complex)

• Office 2003, Office 2007 User Guides (Word section)

Helpful Reading• “Oracle XML Publisher Core Components Guide”

Release 10.1.3.3, October 2007 • “JD Edwards EnterpriseOne Tools 8.97 XML

Publisher”, October 2007• “Welcome to Oracle BI Publisher Template Builder

for Word 10.1.3.3.0 • “Creating BI Publisher Templates for JD Edwards

EnterpriseOne”, June 2008 • “Scott’s Tips – XML Publisher Intro for E1”

COLLABORATE Session by Scott Beebe, cd|group, 2008

Shameless SIG PlugIf what you have seen has not caused too much

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See me for details.

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bi publisher: “jd edwards style”

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