Tim Dexter Applications Technology Oracle Corporation
Oracle XML Publisher Enterprise Reporting and Delivery
Why XML Publisher ?
Remove Complexity Reduce Total Cost
Document Management Requirements
Rich Formatted 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
No One System Can Do That 3rd party software and custom solutions are required to satisfy business requirements Costly Time consuming Complex systems
Labels
Checks
Invoices Invoice Server
Label Manager
Check Print Server
Report Formatter Reports
Delivery Server
Destinations
Payment Server XML / EFT / EDI
Maintenance Costs More Highly-skilled engineers required to maintain the 3rd party software servers
Costly Time consuming Labels Complex systems Expensive maintenance Labor intensive
Checks
Invoices Invoice Server
Label Manager
Destinations
Check Print Server
Report Formatter Reports
Delivery Server
Payment Server XML / EFT / EDI
Integrated Document Management Oracle XML Publisher – – –
Authoring Managing Delivering
Checks Invoices
Your Business Documents
Meet Business Requirements Labels Remove Complexity Reduce Maintenance Cost Reduce Total Cost Destinations
Reports
XML / EFT / EDI
Development Productivity Flexible Customization
Using Classic Reporting Tools 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…
Using Classic Reporting Tools Add another field
Requirements Updates… Font size change
Reflect all changes
Margi n chang e
Report files
Maintenance forever…
Report Output
Classic Reporting Tools Issues 1 data set : 10 layouts : 30 languages >> 300 reports Requires highly-skilled engineers for customization
Apps ~ 90,000 RDF files
Classic Reporting Tools Issues Data logic
Layout
Report file
Translation High development cost High customization cost Difficult upgrade
XML Publisher Concept 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
XSL
Report Templates
XSL-FO
XML
Formatting Engine Multiple Data Sources
Rapid Deployment
Report Output
Usage
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 •Excel •Acrobat
•XML Spy •JDeveloper •Scriptura
Layout Tools
Printer
Excel
Fax XML
EDI
WebDAV
EFT
e-Commerce
Output
Destinations
One Template – Multiple Outputs XML Data
PDF
HTML
XML Publisher EXCEL
RTF
RTF Templates are converted to XSL-FO, then formatted to multiple outputs
Government Forms HR Data
XML Publisher
PDF
Government
Download PDF forms from Gov. Web Site Send back the exact form filled with data
Extract Once – Publish Multiple Times Payment Data
EFT
Banking EFT
Excel
Controller
HTML
XML Publisher
CEO PDF
XML
Government
XSL
Different Templates For different output formats
XML
B2B
Batch Processing – XML APIs Multiple Data, which templates, where to send… in one XML File EDI
HTML
PDF
XML Publisher
PDF XML
Templates
Inbound Document Capture EFT
Banking EFT
Excel
Controller
MSWord
XML Publisher
Supplier
PDF
Application Data XML
Government
Inbound documents converted to XML and fed back to database
XML
B2B
Oracle Applicatio ns Standardi zing on XML Publisher
11i10 Apps Products Utilizing XML 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
Human Resources
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)
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
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
DBI
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
Customer Implement ations
Customers
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
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
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
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
Demo
Technolo gy & Features
XML Publisher Technology Open standard technologies
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 – – – –
Adobe Acrobat MS Word MS Excel XSL Editors
Template Builder Addins
F D P
S L X
F T R
L S X
Quality Comes First … Created an in-house QA system Product Teams Reports part of the regression testing
Performance & Scalability Stream-based implementation 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 – – – –
Read only / Editable Copy Text Printable Password protection
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
Translation Communicate with partners around the world – –
No dependency on installed languages No dependency on DB char set
Create a template for any language/territory* – –
Translate template or send to 3rd party Support for XLIFF
Recognizes any combination of – –
185 language codes 244 territory codes
What’s Coming ? Data Template –
XML data generation
Translation Manager – –
XLIFF support One template, multiple languages
Inbound Document Capture –
Excel, PDF, EFT, MSWord
Excel Support –
Templates, Upload/Download, Template Builder
EDI / EFT Inbound templates Online Templates Delivery protocols –
Secure FTP, AS2 (EDI Networks)
Oracle Applications FWK Common Regions Master Templates –
One theme across all templates
XML Publisher Fusion – – – –
PeopleSoft/JDE Integration Report Manager Document archiving Distribution
Patches and Papers
XML Publisher 4.5 - 3554613 XML Publisher 5.0 – 3822219 XML Publisher 5.0.1 - 4236958 (Core bug fixes) Template Builder Plugin - 4239263 incl user guide, demos, etc Conc Manager Integration – 3435480
Please check the associated About Documents for these patches prior to application
Check Printing Paper – Note:312353.1 Single Step Reporting Paper - Note:295409.1 Public Site http://www.oracle.com/technology/products/applications/publishing/index.html
Release 4.5 Features Templates – –
PDF RTF
Outputs – –
PDF XML
Template Manager XML APIs XML Report Publisher
Release 5.0 Features Improved performance Improved memory management Templates –
–
RTF XSL2.0 support Enhanced feature set eText Support for EDI/EFT output
Output –
PDF, HTML, RTF, Excel(HTML), XML, EFT, EDI, XML
Delivery Manager –
Email, FAX, Print, WebDAV, FTP, HTTP, Custom
XML API integration with Delivery Manager Concurrent Manager Integration – single step reporting
Q& A
QUESTIONS ANSWERS