Siebel Reports Guide


What's New in This Release


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Overview of Siebel Reports

About Siebel Reports

About Using Siebel Reports

Who Can Use Siebel Reports?

Siebel Reports Output File Types

About Oracle BI Publisher

About Using Oracle Business Intelligence Publisher Add-in for Microsoft Word with Siebel Reports


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Siebel Reports Development Environment

About the Siebel Reports Architecture

Workflow for Generating Reports in Connected Mode

Workflow for Generating Reports in Disconnected Mode

Siebel Reports Directory Structure

Siebel Reports File Types

About the Oracle BI Publisher Server in Siebel Business Applications

How Siebel Business Applications and Oracle BI Publisher Interact


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Integrating Oracle BI Publisher with Siebel Business Applications

About Integrating Oracle BI Publisher with Siebel Business Applications

About Upgrading Siebel Reports

Where to Find Documentation for Previous Versions of Siebel Reports

Requirements for Using Siebel Reports

Roadmap for Integrating Oracle BI Publisher with Siebel Business Applications

Preparing for Integration of Oracle BI Publisher with Siebel Business Applications

Process of Installing Oracle BI Publisher for Integration with Siebel Business Applications

Installing Oracle Business Intelligence Publisher Enterprise for Integration with Siebel Business Applications

Installing Oracle Business Intelligence Publisher Add-in for Microsoft Word

Copying JAR Files to the Oracle BI Publisher Server

Disabling External File References on the Oracle BI Publisher Server

Starting and Stopping OC4J and Oracle BI Publisher

Upgrading to the Latest Oracle BI Publisher Patch

Configuring an Outbound Web Service for the Siebel Application

Enabling Siebel Server Components for Siebel Reports

About Associating Siebel Reports Views with Siebel Responsibilities

About Security and Authentication for Siebel Reports

About Oracle Business Intelligence Enterprise Edition Coexistence with Siebel Reports

About Configuring Security and Authentication for Siebel Reports

Configuring Security and Authentication for Siebel Reports

Setting Up and Enabling the Siebel Security Model for Siebel Reports

Configuring Security and Authentication for Siebel Reports Using LDAP

Configuring Siebel Reports in a Web Single Sign-On Environment

Configuring Security and Authentication for Siebel Reports Using Oracle BI Publisher Security

Adding an Explicit Reference to JAR Files for the Oracle BI Publisher Server

Uploading Preconfigured Report Layout Templates to the Oracle BI Publisher Server

Process of Enabling and Configuring Report Scheduling

Setting Up the Database Schema for the Oracle BI Publisher Server

Configuring the Data Service WSDL for the Oracle BI Publisher Server

Verifying Symbolic URL Arguments That Embed the Oracle BI Publisher Scheduling Views in the Siebel Application

Testing Your Siebel Reports Integration Configurations

Roadmap for Upgrading Siebel Reports


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Administering Siebel Reports

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

Uploading New or Modified Report Layout Templates for Multiple Siebel Server Environments

Configuring the Reports Icon

Disabling and Enabling the Reports Icon

Renaming Siebel Reports Menu Items

About Controlling Access to Reports

Automatically Purging Reports from the Siebel File System

Purging Scheduled Reports from the Oracle BI Publisher Server

Changing the Location of the Oracle BI Publisher Repository for Siebel Reports

Changing the Location of the Oracle BI Publisher Repository by Creating a Custom XML File

Changing the Location of the Oracle BI Publisher Repository by Replacing a JVM Property Name

Changing the Location of the Oracle BI Publisher Repository by Changing the Absolute Path to the Repository

Copying Fonts for Report Generation

About Working with Multilingual Reports

Designing Multilingual Reports

Roadmap for Uploading Multilingual Reports to the Siebel Application

Adding and Deleting Locales from Report Templates

About Report Translation

Roadmap for Optimizing the Performance of Siebel Reports

Setting the Report Execution Waiting Period for Reports

Setting the Server Request Processor Database Polling Interval for Siebel Reports

Setting Concurrency Parameters for Siebel Reports

Process of Optimizing the Generation Performance of Siebel Reports for Large Data Volumes

Enabling Scalable Mode for Siebel Reports

Configuring a Temporary Directory on the Oracle BI Publisher Server for Siebel Reports

Increasing EAI HTTP Transport Sleep Time for Siebel Reports

About Increasing the Java Heap Size on Oracle BI Publisher Server

About Reducing the Size of an Integration Object


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Generating Reports

About Generating Reports

Scenario for Generating Reports

About Generating Reports for Selected Records

Generating Reports

Example of Generating an Opportunity Report

Monitoring the Status of Currently Generating Reports

Viewing Details for Generated Reports

Deleting Reports

Setting Locale User Preferences for Reports


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Creating Reports

Scenario for Creating Reports

About Integration Objects in Siebel Reports

Using Integration Object Search Specifications for Siebel Reports

About Reporting Across Multiple Siebel Business Objects

Workflow for Uploading Report Layout Templates to a Siebel Application

About Registering and Sharing Report Layout Templates

About Multiorganizational Report Templates

Scenario for Report Template Visibility Across Organizations

Should You Clone an Existing Report or Create Custom Reports?

About Defining Report Layout Templates for Selected Records

Process of Creating Custom Reports

Extending Integration Objects to Add New Fields for Siebel Reports

Creating New Integration Objects for Siebel Reports

Generating Sample XML Data Files for Siebel Reports

Creating Report Layout Templates Using Oracle Business Intelligence Publisher Add-in for Microsoft Word

Registering Report Layout Templates

Adding Multiple Integration Objects to a Report

Sharing Report Layout Templates

Defining Report Layout Templates for Selected Records

Associating Registered Reports with Siebel Application Views

Changing the Report Sequence Order in the Reports Menu


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Scheduling Reports

About Scheduled Reports

Scheduling Reports

Example of Scheduling an Opportunity Report

Monitoring and Viewing Scheduled Reports

Suspending and Resuming Scheduled Reports

Deleting Scheduled Reports


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Using Master-Detail Reports

About Master-Detail Reports

Example of Comparing the Service Request Activity (All) Report with its Corresponding Layout Template

Creating a Master-Detail Layout Template in Microsoft Word


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Migrating Reports

Requirements for Migrating Reports

Process of Packaging and Migrating Reports

Packaging the Report Files in the Source Environment

Migrating the Report Files to the Target Environment

Packaging Report Database Records in the Source Environment

Migrating Report Database Records to the Target Environment

Process of Migrating an Integration Object for a Report

Process of Migrating New Reports after Creating New Integration Objects


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Parameterized Reports

About Parameterized Reports

About Report Parameter Types and Attributes

About Referencing Parameters in the Report Layout Template

About Defining Report Parameters in the Siebel Application

About Report Parameter Validation

Process of Creating Parameterized Reports

Adding Scrollbars to the Parameters Dialog Box

Defining Report Parameters in the Siebel Application

Example of Generating a Parameterized Report


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Troubleshooting Siebel Reports

Enabling Logging for Siebel Reports in the Siebel Application

About Enabling Logging for the Oracle BI Publisher Server

Enabling Debugging on Oracle BI Publisher Server for Siebel Reports

Enabling and Disabling Debugging for Siebel Reports in Disconnected Mode

Guidelines for Resolving Class Not Found Errors When Previewing Reports in Microsoft Word

Resolving Class Not Found Errors When Previewing Reports in Microsoft Word

Troubleshooting Error Messages for Siebel Reports


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Report Business Service

About the Report Business Service

Configuring the Report Business Service

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Siebel Reports Guide Copyright © 2012, Oracle and/or its affiliates. All rights reserved. Legal Notices.