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Oracle XML PublisherEnterprise Reporting and Delivery

Steve SakoPrincipal Application Technology Sales Consultant

Oracle USA, Inc.steve.sako@oracle.com

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Why Why XML XML

Publisher ?Publisher ?

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• Rich Formatted Reports• Partner Reports• Financial Statements• Government forms• Marketing materials• Contracts• Checks, Labels• XML• EFT / EDI• Multiple destinations

Document Management Requirements

Reports

Checks

Labels

Destinations

Invoices

XML / EFT / EDI

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Destinations

No One System Can Do That

Check PrintServer

PaymentServer

ReportFormatter

Reports

LabelManager

Labels

DeliveryServer

ChecksInvoices

XML / EFT / EDI

InvoiceServer

• 3rd party software and custom solutions are required to satisfy business requirements

Costly Time consuming Complex systems

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Destinations

Maintenance Costs More

Check PrintServer

PaymentServer

InvoiceServer

ReportFormatter

Reports

LabelManager

Labels

DeliveryServer

Checks

XML / EFT / EDI

• Highly-skilled engineers required to maintain the 3rd party software servers

Costly Time consuming Complex systems Expensive maintenance Labor intensive

Invoices

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Integrated Document Management

XML / EFT / EDI

Reports

Checks

Labels

Destinations

Invoices

• Oracle XML Publisher– Authoring– Managing– Delivering

Your Business Documents

Meet Business Requirements Remove Complexity Reduce Maintenance Cost Reduce Total Cost

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Remove Remove ComplexityComplexity

Reduce Total Reduce Total CostCost

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What is What is XML XML

Publisher ?Publisher ?

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A Tool That Provides Flexible, Template-Based Publishing Of

Reports From The E-Business Suite

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XML Publisher Concept

Separate data / layout / UI translation

Reportoutput

FlexibilityReduced maintenance

Data Logic

Layout

TranslationXML Publisher

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XML Publisher Customization

Report Templates

XML DataReport Output

• 1 data set : 10 layout templates • Business consultants use familiar

desktop tools for layout customization• Support for hosted customers

XSL

XML EFT

Rapid Deployment

XSL-FO

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Industry Standard Templates

• Using desktop applications – Adobe Acrobat– MS Word– MS Excel– XSL Editors

R T FR T F

P D FP D F

X L S

X S L

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Security

• Printing from Excel is not accepted by financial auditors

• PDF Security levels for– Read only / Editable– Copy Text– Printable– Password protection

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Language Support

• 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– BiDi– Unicode– MLS

• Compare to

others

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What is Behind the XML File ?

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What is Behind an RTF Template ?

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Tagging text as placeholders

• Use standard xml PI(processing instruction) syntax:

<? Place Holder ?>

• Write placeholders in two ways– In normal text– In form field’s help text

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In normal text

• Put XML Elements directly into RTF text

<employee id="1">  <name>Edward Jiang</name>   <location>6OP</location>   <office>E211</office> </employee>

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In form field’s help text

• Insert a form field, put in description, click “Add Help Text…”, and put text in the text area below…

<employee id="1">  <name>Edward Jiang</name>   <location>6OP</location>   <office>E211</office> </employee>

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Repeating groups

• <?for-each:group_element_name?>… Stuff to be repeated …

<?end for-each?>

<employees> <employee id="1">  <name>Edward Jiang</name>   <location>6OP</location>   <office>E211</office> </employee> <employee id=“2">  <name>Shinji Yoshida</name>   <location>6OP</location>   <office>259</office> </employee></employees>

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Simple Conditional Formatting<?if:condition?>

• Display data only if name is “Shinji Yoshida”

<employees> <employee id="1">  <name>Edward Jiang</name>   <location>6OP</location>   <office>E211</office> </employee> <employee id=“2">  <name>Shinji Yoshida</name>   <location>6OP</location>   <office>259</office> </employee></employees>

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Oracle Oracle ApplicatiApplicati

onsonsStandardiStandardi

zing onzing onXML XML

PublisherPublisher

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11i10 Apps Products UtilizingXML Publisher

• HRMS• DBI/PMV• Purchasing• Contracts• Sourcing• Quoting• FSG• eRecords• Loans• Financials

Consolidation Hub• AP / AR / FA

• Order Management• iStore• Project Contracts• Marketing• Student Services• Discrete Manufacturing• Process Manufacturing• Bill Presentment• Internal Controls Manager• Global Financials• Sub Ledger Accounting• SCM• Projects

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Oracle Human Resources

Business Requirements• Generate Employee tax

forms• Support multiple states

and continuation pages• Single and Batch

processing• Access from Self Service

Implementation• PDF Form Templates• XMLP Common Regions• XML APIs (Batch)

Human Resources

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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

Payments

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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

Sourcing

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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

Financials

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Oracle Daily Business Intelligence

Business Requirements• Generate High Fidelity

Output from HTML• User level customization• Support Images/ Charts • Support dynamic links

Implementation• RTF Templates• Charting support• Advanced layout features

DBI

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Customer Customer

ImplemenImplementationstations

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Customers

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NCR

Business Requirements• Generate Bill of Lading• Barcode support• Multiple Delivery Channels• Supplemental Pages

Implementation• RTF Templates• Conditional Formatting • External Font Mapping• Delivery Manager

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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

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Calgary Board of Education

Business Requirements• Generate Executive Reports• Multiple Delivery Channels• High Fidelity Output• No change for end users

Implementation• RTF Templates• Concurrent Manager

Integration• Delivery Manager

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Government of Dubai

Business Requirements• Generate HR Reports• Multiple Font Handling• Advanced BIDI Support

Implementation• RTF Templates• Advanced BIDI Options in

FO Layer• Utilize MS Word for

Advanced Text Formatting

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Dell Inc

Business Requirements• Generate Customer Facing Output• Multiple Data Sources• Translation support• Multiple Delivery Channels• High Volume ~10000 docs/hr• Keep database load to a minimum

Implementation• RTF Templates• Delivery Manager• Watermarking support• Install XMLP on separate

server

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AQ&Q U E S T I O N SQ U E S T I O N S

A N S W E R SA N S W E R S