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What's New in Siebel Reports Guide, Version 8.1, Rev. F

Table 1 lists some of the changes in this version of the documentation to support this release of the software.

Table 1. What's New in Siebel Reports Guide, Version 8.1, Rev. F
Topic
Description

About Associating Siebel Reports Views with Siebel Responsibilities

New topic. It provides a recommended association of Siebel Reports views with Siebel Reports responsibilities.

About Oracle Business Intelligence Enterprise Edition Coexistence with Siebel Reports

Modified topic. It describes how Oracle Business Intelligence Enterprise Edition (OBIEE) coexists with Siebel Business Applications for use with Siebel Reports.

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

New topic. It describes how to configure security and authentication for Siebel Reports using Oracle BI Publisher.

Configuring the Reports Icon

New topic. It describes how to enable and disable Siebel Reports in Siebel Business Applications and how to customize the Reports menu.

About Working with Multilingual Reports

Designing Multilingual Reports

Adding and Deleting Locales from Report Templates

Setting Locale User Preferences for Reports

Modified topics. For Siebel Reports, locale is the language and locale combination based on the locale configuration. In prior releases, language and locale were two separate entities.

About Report Translation

Modified topic. Added information about what occurs when multilingual reports are generated for a specific report locale.

Setting the Report Execution Waiting Period for Reports

Modified topic. It is recommended that you limit the wait time for report execution so that report generation runs in the background.

Increasing EAI HTTP Transport Sleep Time for Siebel Reports

Modified topic. You can increase the default sleep time for the EAI HTTP Transport business service to optimize generation of complex reports.

About Increasing the Java Heap Size on Oracle BI Publisher Server

New topic. It describes how to increase the JVM allocation for the OC4J process for running large reports.

About Reducing the Size of an Integration Object

New topic. For performance purposes, it is recommended that you limit the fields in integration objects to only those absolutely necessary for report generation.

About Generating Reports for Selected Records

New topic. It describes how report generation is executed when you select a specific record or multiple records.

Viewing Details for Generated Reports

Modified topic. It describes the new report parameter settings and their values.

Registering Report Layout Templates

Modified topic. It describes how you can override queries in the user interface by specifying a search specification on the primary integration object.

About Parameterized Reports

Modified topic. If a report template accepts run-time parameters, a Parameters option appears in the Schedule a Report dialog box when scheduling a report.

Adding Scrollbars to the Parameters Dialog Box

New topic. It describes how to use threshold to make scrollbars appear in the Parameters dialog box.

Enabling Debugging on Oracle BI Publisher Server for Siebel Reports

New topic. It describes how to configure Oracle BI Publisher Server to capture detailed information about errors that occur while working with Siebel Reports in the Siebel Web Client.

Additional Changes

This book contains the following general changes:

  • Much of the content in this guide was rewritten to reflect the updated user interface.

The following term was changed:

  • Oracle E-Delivery is now Oracle Software Delivery Cloud.

What's New in Siebel Reports Guide, Version 8.1, Rev. E

Table 2 lists the changes described in this version of the documentation to support this release of the software.

Table 2. New Product Features in Siebel Reports Guide, Version 8.1, Rev. E
Topic
Description

Configuring an Outbound Web Service for the Siebel Application

Modified topic. Added steps for defining a WSDL for the outbound Web service.

What's New in Siebel Reports Guide, Version 8.1, Rev. D

Table 3 lists the changes described in this version of the documentation to support this release of the software.

Table 3. New Product Features in Siebel Reports Guide, Version 8.1, Rev. D
Topic
Description

Integrating Oracle BI Publisher with Siebel Business Applications

New chapter. It provides updated content and reorganized topics to reflect the latest integration and configuration tasks.

Scheduling Reports

Parameterized Reports

Modified chapters. They reflect the latest report features and topics have been reorganized accordingly.

"About Controlling Access to Reports" on page 23

New topic. Reports access is based on standard Siebel responsibility-based visibility as well as access granted by others.

About Oracle BI Publisher

New topic. It describes the Oracle BI Publisher, OC4J (Oracle Application Server Containers for Java Platform, Enterprise Edition), and Oracle BI Publisher Add-in for Microsoft Word (also known as Oracle BI Publisher Desktop).

Siebel Reports Directory Structure

Modified topic. The naming convention for XLIFF files requires that all languages have the same file name as the report layout template, only the extension differs.

About Upgrading Siebel Reports

New topic. Provides an overview of Siebel Reports upgrades.

Roadmap for Integrating Oracle BI Publisher with Siebel Business Applications

New topic. It provides a high-level roadmap for integrating Oracle BI Publisher with Siebel Business Applications.

Setting Up and Enabling the Siebel Security Model for Siebel Reports

Modified topic. You replace the existing address of the Service Ports subview with the URL used to access the EAI Object Manager.

About Security and Authentication for Siebel Reports

New topic. Describes the various security models available for Siebel Reports.

Roadmap for Upgrading Siebel Reports

New topic. It provides instructions for upgrading to the latest Siebel Reports features.

Roadmap for Uploading Multilingual Reports to the Siebel Application

New topic. It describes how to upload multilingual reports to a Siebel application.

About Report Translation

Modified topic. Added a caution that each translated report must have a unique name, otherwise errors can occur.

Setting Locale User Preferences for Reports

New topic. It describes how to set the default report language and locale by setting user preferences.

About Multiorganizational Report Templates

New topic. It describes the logic for how an organization-specific report template appears in the Reports menu.

Scenario for Report Template Visibility Across Organizations

New topic. It provides an example of how you might use report template visibility across organizations.

Suspending and Resuming Scheduled Reports

New topic. It describes how to suspend and resume scheduled reports.

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

New topic. It provides an example of using a master-detail report.

Syntax and Description of the Fields for an Example Template

New topic. It provides additional information for the example of using a master-detail report.

About Parameterized Reports

Modified topic. It describes how parameterized reports are generated.

About Report Parameter Types and Attributes

New topic. It provides a description of the report parameter types and attributes.

About Defining Report Parameters in the Siebel Application

New topic. It provides information about parameter definitions and how to use them.

About Report Parameter Validation

New topic. It provides an overview for checking for report parameter inconsistencies between the report layout template and definitions for the template in the Siebel application.

Process of Creating Parameterized Reports

New topic. It provides instructions for defining report parameters.

Defining Report Parameters in the Siebel Application

New topic. It describes how to define report parameters in the Siebel application. The parameters govern how the reports appear so that users have options when generating reports.

Additional Changes

This version of Siebel Reports Guide includes:

What's New in Siebel Reports Guide, Version 8.1, Rev. C

The changes described in this version of the documentation to support this release of the software include:

  • The following screen names and other user interface (UI) elements have changed:
    • The Administration - BIP Reports screen is now the Administration - BI Publisher Reports screen.
    • The BIP Reports Server is now BI Publisher Reports.
    • The Purge Administration view is no longer available in the UI.
    • The My Jobs view is now the Scheduled Reports view.
    • The Report Template Registration view is replaced with two new template views:
      • Reports - Customer Templates
      • Reports - Standard Templates
    • The Generate Sample Data File button in the Integration Objects list of the template views is now Generate Sample XML.
  • You can generate reports in MHTML format in connected mode only.

What's New in Siebel Reports Guide, Version 8.1, Rev. B

The changes described in this version of the documentation to support this release of the software include:

  • Replaced references to Oracle application servers with ORACLE_HOME.
  • Replaced references to the Oracle BI Publisher installation directory with ORACLE_HOME/oc4j_bi.
  • Replaced references to OracleMetaLink 3 with My Oracle Support.
  • Retitled Chapter 4, "Integrating Oracle BI Publisher with Siebel Business Applications" to clarify that tasks are integration tasks rather than installation and configuration tasks. Also made structural changes to the content, including:
    • Topic additions, deletions, renaming, and reorganization
    • Revisions to procedures
    • New and revised index entries
  • Added new requirements for implementing Siebel Reports.
  • Modified steps in roadmap for integrating Oracle BI Publisher with Siebel Business Applications.
  • Provided a better example for the "Configuring the Outbound Web Service for the Oracle BI Publisher Server" topic.

What's New in Siebel Reports, Version 8.1, Rev. A

The changes described in this version of the documentation to support this release of the software include:

  • Several new preconfigured reports are available in this release. For a comprehensive list of the preconfigured reports that ship with Siebel Business Applications, see 876284.1 (Article ID) on My Oracle Support.
  • Changes made throughout the guide to reflect the new features and functionality for the current release of Siebel Reports.
  • Structural changes to the content, such as topic organization and heading arrangement, revisions to procedures, and an expanded index.

What's New in Siebel Reports, Version 8.1

The changes described in this version of the documentation to support this release of the software include:

  • Removed all Actuate-related chapters and content.

    For information about integrating Siebel reports with Actuate, see Siebel Reports Administration Guide version 8.0 on the Siebel Bookshelf.

    NOTE:  The Siebel Bookshelf is available on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html), Oracle Software Delivery Cloud, or it might be installed locally on your intranet, or on a network location.

  • Reports and the Reports menu are no longer available in Siebel Tools. Siebel Reports are now accessed using the application views in the Siebel clients.
  • Several reports are no longer available. Of particular note, the following reports are no longer available:
    • Application Upgrade Object List. Provided object differences between repository versions.
    • Application Upgrade Attributes List. Provided attribute differences between repository versions.

      NOTE:  The data provided in these reports is still accessible using the Screens menu. For more information about using the Screens menu, see Using Siebel Tools.

  • The following reports have been relocated to the application administration views in the Siebel clients instead of Siebel Tools:
    • Tables. Provides selected properties and lists the columns for each table.

      For more information about the Tables report, see Siebel Data Model Reference.

    • EIM Interface Tables. Provides various properties for each EIM interface table.

      For more information about the EIM Interface Tables report, see Siebel Enterprise Integration Manager Administration Guide.

  • The location for the follow documentation has changed:
    • Siebel System Requirements and Supported Platforms on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html).
    • Siebel Business Applications Third-Party Bookshelf is available on Oracle Software Delivery Cloud.
    • Other Siebel CRM documentation (Release Notes, Maintenance Release Guides, Alerts, Technical Notes, Troubleshooting Steps, FAQs, Error Messages) is located on My Oracle Support.

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