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Deploying Report Layout Templates to the Siebel Web Client from a Disconnected Client

Siebel reports are typically developed on a disconnected client, such as the Siebel Developer Web Client. After you test and verify a report layout template, you must move that report to the Siebel Server to deploy the report to the Siebel Web Client.

Report templates and associated XLIFF translation files are stored in the Siebel File System and are synchronized to the Siebel Server when a Mobile Client performs a synchronization. After you click Upload in the user interface, the report is then available for generation in connected mode with the Oracle Business Intelligence Publisher (Oracle BI Publisher) Server. This topic describes how to deploy reports to the Siebel Web Client from a disconnected client.

To deploy a report to the Siebel Web Client from a disconnected client

1. Copy the following report files from the Siebel Developer Web Client (or other disconnected client) directory to the Siebel Server directory:
   • Report layout template file (.rtf)
   • XLIFF (.xlf) files

     NOTE:  It is recommended that you locate your report layout template files in the SIEBSRVR_ROOT\XMLP\Templates directory and the XLIFF files in the SIEBSRVR_ROOT\XMLP\xliff\language directory.

2. Register the report by doing the following:
   1. Navigate to the Administration - BI Publisher Reports screen, then one of the following template views:
      • Reports - Custom Templates
      • Reports - Standard Templates
   2. Create a new record and assign the template and integration object to the record.
   3. In the XLIFF field, assign the associated .xlf file to the report.

      NOTE:  The Generate XLIFF button is disabled in the Siebel Web Client and that is why you must explicitly select the .xlf file.

3. Assign the report to a Siebel view or views.

   For information about assigning reports to Siebel views, see Associating Registered Reports with Siebel Application Views.

4. Upload the report to the Oracle BI Publisher Server by doing the following:
   1. Navigate back to the applicable template view.
   2. Click Upload Files.
5. Verify the report was successfully uploaded by doing the following:
   1. Log in to the Oracle BI Publisher Server with administrator privilege.
   2. Click the Reports tab, expand Shared Folders, and then click SiebelCRMReports.
   3. Verify that the new report layout template and associated files were uploaded.