PK L3J@oa,mimetypeapplication/epub+zipPKL3J@iTunesMetadata.plistW artistName Oracle Corporation book-info cover-image-hash 112504607 cover-image-path OEBPS/dcommon/oracle-small.JPG package-file-hash 119108315 publisher-unique-id E17070-04 unique-id 520299780 genre Oracle Documentation itemName Oracle® Database XBRL Extension Developer's Guide, 11g Release 2 (11.2) releaseDate 2012-02-09T18:47:17Z year 2012 PK+c\WPKL3J@META-INF/container.xml PKYuPKL3J@OEBPS/index.htm Index

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Index

A  B  C  D  G  I  L  M  O  P  R  S  T  U  V  X 

Numerics

3NF data model, 3.2.1

A

architecture
XBRL Extension for Oracle Database, 1.3

B

bulk-loading XBRL documents
parameter file, 2.1.3
bulkLoadXBRLFiles PL/SQL procedure, 3.1.1

C

concept_roots PL/SQL function, 3.2.3.2
concept_roots2 PL/SQL function, 3.2.3.2
concepts_in_tree PL/SQL function, 3.2.3.3
concepts_in_tree2 PL/SQL function, 3.2.3.3
concepts_network PL/SQL function, 3.2.3.1
concepts_network2 PL/SQL function, 3.2.3.1
createFactTable PL/SQL deprecated procedure, 3.2.4.1
createHyperCubeFactTable PL/SQL procedure, 3.2.4.2
createHyperCubeSuperFactTable PL/SQL procedure, 3.2.4.3
createStarSchemaFromFact PL/SQL procedure, 3.2.4.4
createSuperFactTable PL/SQL deprecated procedure, 3.2.4.6
createTupleDataTable PL/SQL procedure, 3.1.2
createViewForConceptRoots PL/SQL procedure, 3.2.4.7
createViewForConceptTree PL/SQL procedure, 3.2.4.8
createViewForInstanceNetwork PL/SQL procedure, 3.2.4.9

D

DBMS_ORAXBRL PL/SQL package, 3.1
DBMS_ORAXBRLI PL/SQL package, 3.2.2
DBMS_ORAXBRLT PL/SQL package, 3.2.3
DBMS_ORAXBRLV PL/SQL package, 3.2.4
deleteAuxDocument PL/SQL procedure, 3.1.3
deleteFolder PL/SQL procedure, 3.1.4
deleteInstance PL/SQL procedure, 3.1.5
deleteLinkbase PL/SQL procedure, 3.1.6
deleteTaxonomy PL/SQL procedure, 3.1.7
demo2.sql demo script, 5.3.2
Demo-BIFiles directory (installation), 5.3.3
demo.sql demo script, 5.3.2
deploying XBRL Extension for Oracle Database, 2.2
dropTupleDataTable PL/SQL procedure, 3.1.8
DTS_filelist PL/SQL function, 3.1.10
DTS_files PL/SQL procedure, 3.1.9

G

GAAP demo
installing, 5.2.8
getAuxDocForRepoPath PL/SQL function, 3.1.11
getDocument PL/SQL function, 3.1.12

I

installation
instructions, 5.2.2
requirements, 5.1
installing XBRL Extension for Oracle Database, 5
InstallXBRLDemo.sql installation script, 5.3.1
instance_network PL/SQL function, 3.2.2.1
instance_network2 PL/SQL function, 3.2.2.1
isDocPathValid PL/SQL function, 3.1.13

L

lifecycle, XBRL, 1.3.1
loadAuxDocument PL/SQL procedure, 3.1.14
loadInstance PL/SQL procedure, 3.1.15
loadLinkbase PL/SQL procedure, 3.1.16
loadSchema PL/SQL procedure, 3.1.17

M

mapPublishedLocation PL/SQL procedure, 3.1.18
multiple_instance_network PL/SQL function, 3.2.2.2
multiple_instance_network2 PL/SQL function, 3.2.2.2

O

OBIEE
See Oracle Business Intelligence Suite Enterprise Edition
obiee_home placeholder, Preface
obieedata_home placeholder, Preface
Oracle Business Intelligence Suite Enterprise Edition
integration with XBRL Extension for Oracle Database, 5.5
ORAXBRL_CALCULATION_LINKBASE relational view, 3.2.1
ORAXBRL_CONCEPT data type, 3.3.1
ORAXBRL_CONCEPTLIST data type, 3.3.1
ORAXBRL_DEFINITION_LINKBASE relational view, 3.2.1
ORAXBRL_DTSURL_T data type, 3.3.4
ORAXBRL_DTSURLLIST data type, 3.3.4
ORAXBRL_FOOTNOTES relational view, 3.2.1
ORAXBRL_INST_ARCROLEREFV relational view, 3.2.1
ORAXBRL_INST_CONTEXTV relational view, 3.2.1
ORAXBRL_INST_ITEMV relational view, 3.2.1
ORAXBRL_INST_LINKBASEREFV relational view, 3.2.1
ORAXBRL_INST_NSV relational view, 3.2.1
ORAXBRL_INST_ROLEREFV relational view, 3.2.1
ORAXBRL_INST_SCHEMAREFV relational view, 3.2.1
ORAXBRL_INST_UNITV relational view, 3.2.1
ORAXBRL_ITEM data type, 3.3.2
ORAXBRL_ITEMLIST data type, 3.3.2
ORAXBRL_LOCLIST data type, 3.3.3
ORAXBRL_PRES_LINKBASE relational view, 3.2.1
ORAXBRL_REFERENCE_LINKBASE relational view, 3.2.1
ORAXBRL_SCENARIO_EXPLICITV relational view, 3.2.1
ORAXBRL_SCENARIO_TYPEDV relational view, 3.2.1
ORAXBRL_SEGMENT_EXPLICITV relational view, 3.2.1
ORAXBRL_SEGMENT_TYPEDV relational view, 3.2.1
ORAXBRL_STARSCHEMA data type, 3.3.3
ORAXBRL_XS_ARCROLETYPEV relational view, 3.2.1
ORAXBRL_XS_COMPLEXTYPESC relational view, 3.2.1
ORAXBRL_XS_ELEMENT relational view, 3.2.1
ORAXBRL_XS_GROUPV relational view, 3.2.1
ORAXBRL_XS_IMPORTNSV relational view, 3.2.1
ORAXBRL_XS_LINKBASEREFV relational view, 3.2.1
ORAXBRL_XS_NSV relational view, 3.2.1
ORAXBRL_XS_ROLETYPEV relational view, 3.2.1
ORAXBRL_XS_TARGETNSV relational view, 3.2.1

P

parameter file for bulk-loading XBRL documents, 2.1.3
placeholders for installation instructions, Preface
PL/SQL functions and procedures
bulkLoadXBRLFiles, 3.1.1
concept_roots, 3.2.3.2
concept_roots2, 3.2.3.2
concepts_in_tree, 3.2.3.3
concepts_in_tree2, 3.2.3.3
concepts_network, 3.2.3.1
concepts_network2, 3.2.3.1
createFactTable (deprecated), 3.2.4.1
createHyperCubeFactTable, 3.2.4.2
createHyperCubeSuperFactTable, 3.2.4.3
createStarSchemaFromFact, 3.2.4.4
createSuperFactTable (deprecated), 3.2.4.6
createTupleDataTable, 3.1.2
createViewForConceptRoots, 3.2.4.7
createViewForConceptTree, 3.2.4.8
createViewForInstanceNetwork, 3.2.4.9
deleteAuxDocument, 3.1.3
deleteFolder, 3.1.4
deleteInstance, 3.1.5
deleteLinkbase, 3.1.6
deleteTaxonomy, 3.1.7
dropTupleDataTable, 3.1.8
DTS_filelist, 3.1.10
DTS_files, 3.1.9
getAuxDocForRepoPath, 3.1.11
getDocument, 3.1.12
instance_network, 3.2.2.1
instance_network2, 3.2.2.1
isDocPathValid, 3.1.13
loadAuxDocument, 3.1.14
loadInstance, 3.1.15
loadLinkbase, 3.1.16
loadSchema, 3.1.17
mapPublishedLocation, 3.1.18
multiple_instance_network, 3.2.2.2
multiple_instance_network2, 3.2.2.2
registerTaxonomySchema, 3.1.19
updateDocValidity, 3.1.20
validateDTSIntegrity, 3.1.21
validateDTSIntegrity2, 3.1.21
PL/SQL packages
DBMS_ORAXBRL, 3.1
DBMS_ORAXBRLI, 3.2.2
DBMS_ORAXBRLT, 3.2.3
DBMS_ORAXBRLV, 3.2.4
pretty-printing
in book examples, Preface

R

registerTaxonomySchema PL/SQL procedure, 3.1.19
relational representation (views) of XBRL, 3.2.1
requirements for installation, 5.1

S

sample XBRL application
building and using, 2.1.4
sample XBRL repository
installing, 5.2.8
scripts
demo2.sql, 5.3.2
demo.sql, 5.3.2
InstallXBRLDemo.sql, 5.3.1
xbrlcrt.sql, 5.2.5
xbrldrop.sql, 5.2.6
xbrlerrmsg.sql, 5.3.1
xbrlinstall.sql, 5.2.2
xbrlpurgefile.sql, 5.3.1
xbrlregschema.sql, 5.3.1
xbrludpurge.sql, 5.2.7
xbrluninstall.sql, 5.2.4
super fact table
definition, 3.2.4.3
sys_pass placeholder, Preface

T

third normal form data model, 3.2.1

U

uninstalling XBRL Extensio for Oracle Database, 5.2.4
updateDocValidity PL/SQL procedure, 3.1.20
USGAAP2008 directory (installation), 5.3.2

V

validateDTSIntegrity PL/SQL procedure, 3.1.21
validateDTSIntegrity2 PL/SQL procedure, 3.1.21

X

xb_protocols placeholder, Preface
xb_rep placeholder, Preface, Preface, Preface, Preface, Preface, 2.1.2, 2.1.4.2
xb_rep_pass placeholder, Preface
xb_rep_tmp_ts placeholder, Preface
xb_rep_ts placeholder, Preface, 4.2, 4.3.2
xb_sys_pass placeholder, Preface
xb_sys_tmp_ts placeholder, Preface
xb_sys_ts placeholder, Preface
XBRL Extension for Oracle Database
deploying, 2.2
installing, 5
uninstalling, 5.2.4
XBRL Extension for Oracle Database architecture, 1.3
XBRL processing engine
installing, 5.4
XBRL relational representation (views), 3.2.1
XBRL repository
creating, 5.2.5
dropping, 5.2.6
purging, 5.2.7
sample
installing, 5.2.8
xbrlcrt.sql script to create an XBRL repository, 5.2.5, 5.3.1
XBRLDemoScripts directory, 5.3.2
xbrldrop.sql script to drop an XBRL repository, 5.2.6, 5.3.1
xbrlerrmsg.sql installation script, 5.3.1
xbrlinstall.sql installation script, 5.2.2, 5.3.1
xbrlpurgefile.sql script to delete resources, 5.3.1
xbrlregschema.sql script to register standard XBRL schemas, 5.3.1
xbrl.rpd sample XBRL application based on USGAAP 2008, 5.3.3
XBRLScripts directory (installation), 5.3.1
XBRLSYS database user, 5.2.2
xbrludpurge.sql script to purge an XBRL repository, 5.2.7, 5.3.1
xbrluninstall.sql script, 5.2.4, 5.3.1
xbrl.zip sample XBRL application based on USGAAP 2008, 5.3.3
XML Schema
definition, Preface
PKLAV Table of Contents

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Contents

List of Examples

List of Figures

List of Tables

Title and Copyright Information

Preface

What's New in XBRL Extension to Oracle XML DB?

1 Overview of XBRL Extension to Oracle XML DB

2 Using XBRL Extension to Oracle XML DB

3 APIs – XBRL Extension to Oracle XML DB

4 Administering XBRL Extension to Oracle XML DB

5 Installing XBRL Extension to Oracle XML DB

Index

PKs .}.PKL3J@OEBPS/img_text/adxbr003.htmo Description of the illustration adxbr003.eps

This figure shows a large box at the bottom, labeled "XBRL Repository", with document graphics inside the box. Above this box are four other boxes, labeled (1) "Taxonomy Designer", (2) "Browser, Excel", (3) "XBRL Processing Engine", and (4) "OBIEE" (Oracle Business Intelligence Suite Enterprise Edition). There are double-ended arrows connecting each of the four boxes and the large "XBRL Repository" box. And there are double-ended arrows connecting #1 and #3 and connecting #2 and #4.

PKBiusPKL3J@OEBPS/img_text/adxbr001.htm- Description of the illustration adxbr001.eps

This figure shows a central circle with the text "XBRL Repository", surrounded by a clockwise arrow indicating a cycle among seven boxes, labeled, starting at the top (12 o'clock): "Taxonomy Creation, Validation"; "Report Generation, Submission"; "Report Validation"; "Taxonomies and Report Publishing", "Report Viewing"; "Analytics and Queryability"; and "Data Integrity and Management".

PK22-PKL3J@OEBPS/img_text/adxbr002.htm> Description of the illustration adxbr002.eps

This figure shows a large cylinder at the bottom, labeled "XBRL Repository". Within the cylinder are graphics representing (a) documents, labeled "XML Representation" (with sublabel) "XML Taxonomies and Reports"; (b) part of a node tree, labeled "XBRL Representation"; (c) a tree labeled "3NF Logical Data Model Views" and a tree labeled "Derived Data Model", with an arrow from the first tree to the second, labeled "Transforming Packages". Above the cylinder are four boxes, labeled (1) "UBMatrix Taxonomy Designer"; (2) "XBRL Application; (3) "Oracle Business Intelligence Suite Enterprise Edition"; and (4) "UBMatrix XBRL Processing Engine". There is a double-ended arrow between each of these boxes and the XBRL Repository cylinder. There is a double-ended arrow between #1 and #4, and between #2 and #4. There is an arrow from outside the figure toward #2, labeled "Report Submissions", and a label from #2 away from the figure, labeled "Report Queries". There is an arrow away from #3, labeled "Business Intelligence Reports and Dashboards".

PKPKL3J@ OEBPS/loe.htm List of Examples

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List of Examples

PKұkPKL3J@OEBPS/intro.htm*1 Overview of XBRL Extension to Oracle XML DB

1 Overview of XBRL Extension to Oracle XML DB

This chapter introduces XBRL Extension to Oracle XML DB. It covers these topics:

XBRL and XBRL Extension to Oracle XML DB

XBRL (eXtensible Business Reporting Language) is a language for the electronic communication of business and financial data. It is used as the format for business reporting around the world. XBRL Extension to Oracle XML DB extends Oracle Database to serve as a comprehensive platform for managing XBRL content.

XBRL provides significant benefits in the preparation, analysis, and communication of business information. XBRL offers greater efficiency and improved accuracy and reliability for all those involved in supplying or using financial data. With growing adoption of XBRL, and with financial reports being generated on a regular basis, there is a growing volume of XBRL content to be stored, managed, and queried efficiently.

XBRL Extension to Oracle XML DB helps you manage XBRL content. It lets you create multiple XBRL repositories and project XBRL data relationally or query it in various ways. It can help you improve operations on aggregated business and financial reports such as extraction, transformation, and loading (ETL); business intelligence (BI); and online analytical processing (OLAP).

Overview of XBRL Extension to Oracle XML DB Features

XBRL Extension to Oracle XML DB provides the following features.

  • Native database storage of XBRL data.

  • Database enforcement of integrity, based on XBRL rules.

  • Access to XBRL content using APIs and protocols, including WebDAV, which provides a files-and-folders view of content.

  • Ability to query XML data using XBRL semantics.

  • Relational representation of XBRL content. Ability to expose XBRL content to relational applications and SQL queries.

  • PL/SQL transforming procedures that generate derived XBRL views based on XBRL relational representations, network generation APIs, or dimensional information.

  • Scalable XBRL services: reports, network generation, transformations.

  • Online analysis based on XBRL dimensions, both explicit and typed.

  • Integration with Oracle Business Intelligence Suite Enterprise Edition (OBIEE).

Architecture

This section describes the architecture of XBRL Extension to Oracle XML DB.

XBRL Content Lifecycle

The typical lifecycle of XBRL content is depicted in Figure 1-1. XBRL lets you reuse and repurpose content across a variety of use cases. These use cases include filing organizations generating financial reports for submission, regulatory bodies validating submitted financial reports, and analysts aggregating and analyzing financial reports.

The use cases have typically been handled by transforming the content to representations that are tailored for each use case (decomposed, relational forms; in-memory representations; and so on). XBRL Extension to Oracle XML DB helps simplify the reuse of XBRL content across a variety of XBRL use cases and applications, by providing a single repository for XBRL content that preserves the XBRL representation and semantics while also providing services to address the full breadth of the use case requirements.

Architecture of XBRL Extension to Oracle XML DB

The architecture of XBRL Extension to Oracle XML DB is shown in Figure 1-2. XBRL Extension to Oracle XML DB is composed of the following:

  • One or more back-end XBRL repositories based on Oracle Database, which provide XBRL storage and queryability with a set of XBRL-specific services

  • An external XBRL processing engine (XPE)

XBRL Extension to Oracle XML DB integrates easily with Oracle Business Intelligence Suite Enterprise Edition (OBIEE) for analytics and with interactive development environments (IDEs) and design tools for creating and editing XBRL taxonomies.

Components of XBRL Extension to Oracle XML DB

This section provides an overview of the main components of XBRL Extension to Oracle XML DB, which provide storage, querying, services, processing, integration with Oracle Business Intelligence Suite Enterprise Edition (OBIEE), and an integrated taxonomy design environment.

XBRL Extension to Oracle XML DB: Storage

XBRL Extension to Oracle XML DB provides storage for XBRL content in Oracle Database, preserving its XML and document representations so that the content can be stored with minimal transformation. XBRL content is recognized at the time of ingestion and populates metadata structures that the database uses to enforce the integrity of the XBRL content and to provide alternative representational views of it.

XBRL Extension to Oracle XML DB leverages Oracle XML DB to provide XML-based queryability and protocol access. You can use a range of APIs and protocols to access XBRL content, including Oracle OCI, JDBC, ODP.NET, and Web services (SOAP and REST). XBRL Extension to Oracle XML DB also supports file-and-folder access to XBRL content, using WebDAV. Specialized indexing mechanisms expose live relational views of XBRL content, to support integration with relational applications and access using SQL. The traditional strengths of Oracle Database, including Oracle Real Application Clusters (Oracle RAC), Information Lifecycle Management (ILM), and partitioning, can be brought to bear on XBRL content.

XBRL Extension to Oracle XML DB: Querying

XBRL Extension to Oracle XML DB stores XBRL content in its original XML representation. It leverages Oracle XML DB to provide XML-based processing directly on the documents as submitted and stored, for example, for exchange purposes.

XBRL Extension to Oracle XML DB provides a relational representational view of your XBRL content, by exposing a third normal form logical data model with a set of base entities. Specialized indexing mechanisms are used to speed up these database views to make them comparable to a physical relational implementation.

The relational representation effectively provides ad-hoc queryability of your XBRL content. For example, you can query an instance document to find the 2010 total first-quarter revenue in an Oracle 10-k statement. Such a query does not reference taxonomies; it accesses only tables of instance documents.

The XBRL repository also provides XBRL representational views over your XBRL content by exposing a set of network APIs that allow reconstruction of XBRL networks from the underlying schemas, linkbases and instance documents. The XBRL networks are generated dynamically and provide real time views over the XBRL content. You can use the XBRL networks to answer as-filed queries such as listing the concepts under the category Total Revenue for US-GAAP in an order specified in the presentation linkbase.

Together, the XBRL content, the relational representation, and the network APIs serve as the operational store for relational applications that access the XBRL content. While much of XBRL query processing is based on querying the relational representation while referencing XBRL networks, XBRL analysis is based on derived views, such as dimensional fact tables, over the relational representation. To handle the full range of XBRL applications, XBRL Extension to Oracle XML DB provides transforming packages to define derived entities.

XBRL Extension to Oracle XML DB: Services

XBRL Extension to Oracle XML DB provides services that facilitate scalable XBRL-based operations, including comparing and transforming XML documents. Such operations are designed to minimize loading of documents into memory.

XBRL Processing

XBRL Extension to Oracle XML DB requires a third-party XBRL processing engine (XPE) that is deployed in either the client or the middle tier. The XPE must operate directly on XBRL content in the XBRL repository to reuse taxonomies and discover missing taxonomies.

Oracle Business Intelligence Suite Enterprise Edition

XBRL Extension to Oracle XML DB provides relational projection of XBRL data, for easy integration with Oracle Business Intelligence Suite Enterprise Edition (OBIEE). OBIEE is not included with XBRL Extension to Oracle XML DB; you must procure it separately. OBIEE is a powerful development environment that helps you perform a wide variety of analytical, charting, reporting, and publishing operations.

PK5/1*1PKL3J@ OEBPS/toc.ncx M Oracle® Database XBRL Extension Developer's Guide, 11g Release 2 (11.2) Cover Table of Contents List of Examples List of Figures List of Tables Oracle Database XBRL Extension Developer's Guide, 11g Release 2 (11.2) Preface What's New in XBRL Extension to Oracle XML DB? Overview of XBRL Extension to Oracle XML DB Using XBRL Extension to Oracle XML DB APIs – XBRL Extension to Oracle XML DB Administering XBRL Extension to Oracle XML DB Installing XBRL Extension to Oracle XML DB Index Copyright PK#/ PKL3J@OEBPS/cover.htm Cover

Oracle Corporation

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Oracle® Database

XBRL Extension Developer's Guide

11g Release 2 (11.2)

E17070-04

February 2012

This manual describes XBRL Extension to Oracle XML DB.


Oracle Database XBRL Extension Developer's Guide, 11g Release 2 (11.2)

E17070-04

Copyright © 2010, 2012, Oracle and/or its affiliates. All rights reserved.

Primary Author:  Drew Adams

Contributor:  Sriram Krishnamurthy, Ying Lu, Qin Yu

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The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

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PK-PKL3J@OEBPS/preface.htm89 Preface

Preface

This manual describes XBRL Extension to Oracle XML DB.

Audience

This manual is intended for developers building XBRL applications.

Documentation Accessibility

For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.

Access to Oracle Support

Oracle customers have access to electronic support through My Oracle Support. For information, visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are hearing impaired.

Related Documents

For more information, see the following Oracle resources:

  • Oracle XML DB Developer's Guide

  • Oracle XML Developer's Kit Programmer's Guide

To download free release notes, installation documentation, white papers, or other collateral material, visit Oracle Technology Network (OTN). You must register online before using OTN; registration is free and can be done at

http://www.oracle.com/technetwork/community/join/overview/index.html

If you have a username and password for OTN, then you can go directly to the documentation section of the OTN Web site at

http://www.oracle.com/technetwork/documentation/

For additional information, see:

Placeholders in Oracle Database XBRL Extension Developer's Guide

The following placeholders are used in this book, in particular in Chapter 5, "Installing XBRL Extension to Oracle XML DB" and Chapter 4, "Administering XBRL Extension to Oracle XML DB".


See Also:

Oracle Database Administrator's Guide for information about automatic segment space management

Conventions

The following text conventions are used in this document:

ConventionMeaning
boldfaceBoldface type indicates graphical user interface elements associated with an action, or terms defined in text or the glossary.
italicItalic type indicates book titles, emphasis, or placeholder variables for which you supply particular values.
monospaceMonospace type indicates commands within a paragraph, URLs, code in examples, text that appears on the screen, or text that you enter.

Code Examples

The code examples in this book are for illustration only. In many cases, however, you can copy and paste parts of examples and run them in your environment.

Pretty Printing of XML Data

To promote readability, especially of lengthy or complex XML data, output is sometimes shown pretty-printed (formatted) in code examples.

Reminder About Case Sensitivity

When examining the examples in this book, keep in mind the following:

  • SQL is case-insensitive, but names in SQL code are implicitly uppercase, unless you enclose them in double-quotes.

  • XML is case-sensitive. You must refer to SQL names in XML code using the correct case: uppercase SQL names must be written as uppercase.

For example, if you create a table named my_table in SQL without using double-quotes, then you must refer to it in XML code as "MY_TABLE".

PKF\=989PKL3J@OEBPS/using_xbrl.htm Using XBRL Extension to Oracle XML DB

2 Using XBRL Extension to Oracle XML DB

This chapter explains how to use XBRL Extension to Oracle XML DB to create XBRL applications.

This chapter covers these topics:


See Also:

Chapter 3, "APIs – XBRL Extension to Oracle XML DB" for information about the APIs referred to in this chapter

XBRL Application Design

This section provides general information about building XBRL applications.

Overview of XBRL Application Architecture

The following are some things to consider when defining an XBRL application architecture:

  • Taxonomy-based data model

    XBRL Extension to Oracle XML DB provides a relational representation of your XBRL content. This is a third-normal form (3NF) view of the XBRL data. However, depending on the taxonomies to be supported and the typical query and analysis operations associated with these taxonomies, consider using transforming procedures to define derived views over the XBRL content.

  • Validation Architecture

    An XBRL repository relies on your application architecture to ensure that XBRL content has been validated by an external XBRL processing engine (XPE). Validation also ensures that the relevant discoverable taxonomy set (DTS) is loaded into the XBRL repository and that any missing files are downloaded. After XBRL content is validated, the XBRL repository can enforce the integrity of the content and its DTS. The validation itself can be done in either of these ways:

    • Your application can invoke the XPE validation API just before you load the XBRL content into the XBRL repository.

    • Your application can invoke XPE asynchronously after you load XBRL content into the XBRL repository.

  • Deployment architecture

    XBRL Extension to Oracle XML DB includes one or more XBRL repositories, which are based on Oracle Database. You can use Oracle Real Application Clusters (Oracle RAC) or partitioning with a deployed XBRL repository. XBRL Extension to Oracle XML DB also requires an external XBRL processing engine that is deployed outside the database. In addition, you can optionally deploy XBRL Extension to Oracle XML DB together with Oracle Business Intelligence Suite Enterprise Edition (OBIEE) and tools that help with XBRL taxonomy design. The deployment architecture must provide sufficient processing capabilities in each tier, depending on application requirements and service-level agreements.

Using a Shared Database Schema for Enterprise User Security

The user whose name is the same as the XBRL repository, xb_rep, has general access to the repository. In general you do not want to give application users this much access. Typically application users are allowed only to load and delete documents.

For security reasons Oracle recommends that you follow the enterprise user security model, as described in Oracle Database Enterprise User Security Administrator's Guide. You create a database user that is granted only the access that you want to provide application users, and then your application users share that database user to access the database.

You restrict access for the shared database user (and hence application users) by defining a PL/SQL package under user xb_rep that has a restricted set of APIs, typically only APIs to load and delete XBRL repository documents.

Example 2-1 illustrates this.

  • xb_rep is the database user whose name is the same as the XBRL repository; xb_rep_pass is the corresponding password.

  • xb_app is the shared database user; xb_app_pass is the corresponding password.

  • xb_app_pkg is the package that provides the APIs you want to make available for application users.

  • xb_rep grants privilege EXECUTE to xb_app for package xb_app_pkg.

An application user can then connect to the database as shared database user xb_app and invoke procedures in the package xb_app_pkg, as shown in Example 2-2.

Creating a Parameter File for Bulk-Loading a Set of XBRL Documents

You can bulk-load a set of XBRL documents of the same type, whether that type is schema, link-base, or instance, by invoking procedure DBMA_ORAXBRL.bulkLoadFiles, passing it a parameter file that lists the documents to load.

This section explains how to create such a parameter file. See "Building and Using a Sample XBRL Application: USGAAP 2008" for a specific example of this using the taxonomy set USGAAP 2008 and an instance filing from Bank of America.

Proceed as follows to create a bulk-load parameter file:

  1. Find the lowest file-system directory that contains all of the documents that you want to load. Call this the base directory for the set of documents. Create the (empty) parameter file in this directory.

  2. In the parameter file, create an Upload element with a files element child.

  3. For each document to be loaded, create a file element as a child of element files, and a name element as child of element file. For the text node of element name, use the file name for the document to be loaded, relative to the base directory.

  4. If the documents to be loaded refer to their base taxonomy using an HTTP-based URL, then you must specify the network location of the documents using optional attribute httploc of element files.

    For the value of attribute httploc you can start with the value of any of these attributes:

    • Attribute schemaLocation from an import element of an extension schema.

    • Attribute xlink:href from a link:schemaRef element of an XBRL instance document or an extension linkbase file.

    • Attribute href from a locator element of a linkbase file.

    Given such a value, for attribute httploc you use everything up to but not including the slash that precedes the path. More precisely:

    • An HTTP-based URL has the following syntax, where username:password@ and :port are optional (and HTTPS can be used in place of HTTP):

      HTTP://username:password@domain:port/path?query_string#anchor
      
    • As the value of attribute httploc, you use the part of the URL shown in bold, HTTP://username:password@domain:port, or more typically just HTTP://domain.

    For example, if you start with an href attribute of a locator element in a linkbase file, and if that attribute value is http://www.xbrl.org/2003/XLink, then the value of attribute httploc is http://www.xbrl.org.

Building and Using a Sample XBRL Application: USGAAP 2008

This section presents the steps to build and use a sample application for a regulatory report submission and acceptance. It uses the taxonomy set USGAAP 2008 and an instance filing from Bank of America.

Step 1: Set Up USGAAP

Copy files schema.xml and linkbase.xml from directory xbrl_xdb/XBRLScripts to a working directory, for example, gaap2008. See "Directory xbrl_xdb" for information about these files.

Download USGAAP 2008 and the Bank of America filing from the following URLs:

Copy those two zip files to your working directory and unzip them. Extract the USGAAP documents to directory gaap2008/us-gaap/1.0/ and the Bank of America filings to directory gaap2008/boa/. Example 2-3 shows the expected directory structure.

Example 2-4 shows the format of parameter file schema.xml that is used to bulk-load the documents.

The values of the name elements are the names of the files to be loaded, relative to the directory where the files are located (their base directory).

Attribute httploc of element files specifies that the files are to be loaded using HTTP. It tells XBRL Extension to Oracle XML DB to prepend the URL prefix http://xbrl.us to each of the file names when loading. This is required because the XBRL documents in the US-GAAP taxonomy refer to each other using HTTP-based URLs. See "Creating a Parameter File for Bulk-Loading a Set of XBRL Documents".

Attribute commitnum is optional. It specifies an automatic commit frequency for bulk-loading instance documents: a COMMIT operation is performed after every N instance-document insertions, where N is the commitnum value. The default value is 1000. This attribute has no effect on bulk-loading other types of documents: for non-instance documents a COMMIT is performed after loading each document.

Step 3: Query USGAAP Taxonomy

The application can directly query the relational views, invoke the network generation API, or create views using the network generation API. See "Instance Network Functions: DBMS_ORAXBRLI" for details

Query relational views:

SELECT count(*) FROM oraxbrl_xs_element;
SELECT count(*) FROM oraxbrl_calculation_linkbase;
SELECT count(*) FROM oraxbrl_pres_linkbase;

Query using network generation APIs:

SELECT DBMS_ORAXBRLT.concepts_network(
         'http://xbrl.us/us-gaap-entryPoint-std/2008-03-31',
         'http://xbrl.us/us-gaap/role/statement/StatementOfIncome', 
         NULL,  
         'presentationArc',
         'http://www.xbrl.org/2003/arcrole/parent-child',
         'http://www.xbrl.org/2003/role/link',
         'http://www.xbrl.org/2003/arcrole/concept-label',
         'http://www.xbrl.org/2003/role/label','en-US',
         NULL)
  FROM DUAL;

Create views using the network generation API:

EXEC DBMS_ORAXBRLV.createViewForConceptTree(
  'pres_network',
  'http://xbrl.us/us-gaap-entryPoint-std/2008-03-31',
  NULL,
  NULL,
  'http://xbrl.us/us-gaap/role/statement/StatementOfIncome',
  NULL,
  'presentationArc',
  'http://www.xbrl.org/2003/arcrole/parent-child', 
  NULL,
  NULL,
  NULL,
  'en-US',
  -1);

Step 5: Query the Instance or Generate Derived Views

An application can query the instance using XBRL relational views or by invoking network generation APIs. Or it can generate derived views using transforming procedures, and then use Oracle Business Intelligence Suite Enterprise Edition (OBIEE) to generate business intelligence reports.

Query directly using XBRL relational views:

SELECT * FROM (SELECT instance_path, item_id, arc_arcrole, 
                      footnote_role, footnote_title, footnote_lang,
                      footnote_content
                 FROM oraxbrl_footnotes ORDER BY instance_path, item_id)
  WHERE ROWNUM < 10;

Query using a network generation API:

SELECT DBMS_ORAXBRLI.Instance_Network(
         'http://xbrl.boa.com/2006-12-31',
         '0000070858',
         DATE'2005-01-01',
         DATE'2006-01-01',
         'http://xbrl.boa.com/2006-12-31/ext/IncomeStatement',
         NULL,
         'presentationArc',
         'http://www.xbrl.org/2003/arcrole/parent-child',
         NULL, 
         NULL,
         NULL,
        'en-US',
        1)
   FROM DUAL;

Query using a transforming procedure. This SQL statement creates fact table user_STATEMENTTABLE, dimension table user_ STATEMENTEQUITYCOMPONENT, and view boa.

EXEC DBMS_ORAXBRLV.createHyperCubeSuperFactTable(
       'boa',
       '0000070858',
       'http://xbrl.boa.com/2006-12-31',
       'http://xbrl.us/us-gaap/2008-03-31',
       'StatementTable', 
       'http://xbrl.boa.com/2006-12-31/ext/StockholdersEquity',
       'segment',
       'http://xbrl.boa.com/2006-12-31/ext/StockholdersEquity');

See Also:

"Demo-BIFiles" for a sample business intelligence report for Bank of America that uses the derived views generated here

Step 7: Drop Individual Filings

Drop the individual filing using the deletion APIs.

EXEC DBMS_ORAXBRL.deleteInstance('/boa/boa-20061231_XML.xml');
EXEC DBMS_ORAXBRL.deleteTaxonomy('/boa/boa-20061231.xsd');

The order of execution is important here. Invoking deleteTaxonomy before deleteInstance raises an error, because the taxonomy is still referred to by the instance.

Building and Using a Sample XBRL Application: Tuples

This section illustrates the steps needed to build and use a sample XBRL application with tuples.

Step 1: Create XBRL Standard Schema Files for the Tuple Application

Download the following XBRL standard schema files from http://www.xbrl.org, and copy them to a working directory, xb_cd.

Edit the downloaded schema files to update attribute schemaLocation of element import. Prefix each schemaLocation value with http://www.xbrl.org/200N/, where N corresponds to the downloaded schema.

For example, for schema xl-2003-12-31.xsd the original schemaLocation value is "xlink-2003-12-31.xsd". You must change it to "http://www.xbrl.org/2003/xlink-2003-12-31.xsd".

Step 4: Create Tuple Elements and Corresponding Data Tables

A given taxonomy can contain multiple top-level tuple elements: occurrences of element element that have an attribute substitutionGroup with value xbrli:tuple. For each such top-level tuple element you can create a tuple data table. Example 2-5 creates one such a tuple data table at the time of taxonomy registration.

You can use procedure createTupleDataTable to create tuple data tables for additional top-level tuple elements. Alternatively you can register the taxonomy without creating any tuple data tables and then use createTupleDataTable to create them. In that case, you would pass NULL as the second argument to procedure registerTaxonomySchema. Example 2-6 illustrates this — it presumes that Example 2-5 was used with NULL as the second argument in place of the XMLType construction.

Deployment of XBRL Extension to Oracle XML DB

You deploy XBRL Extension to Oracle XML DB in a traditional three-tier architecture, with XBRL repositories in the database-tier, the XBRL processing engine and optionally Oracle BI Suite as a separate instance in the mid-tier, and a set of tools in the client-tier (desktop). This is illustrated in Figure 2-1.

These functional pieces can be combined using an XBRL workflow suite from a third-party vendor. Alternatively, you can create a custom deployment by combining functional pieces using portals and Business Process Execution Language (BPEL)

Deployment requires the usual evaluations of application requirements and service-level agreements to determine the scale of processing needed in the database, XBRL processing engine, and Oracle BI Suite. Query- and analysis-intensive applications can require scaling up Oracle BI Suite and the database tier using Oracle Real Application Clusters (Oracle RAC) or partitioning. XBRL processing-intensive applications can require scaling up the XBRL processing capabilities.

PK#W$)PKL3J@OEBPS/admin.htmFI Administering XBRL Extension to Oracle XML DB

4 Administering XBRL Extension to Oracle XML DB

This chapter covers database administration of XBRL Extension to Oracle XML DB. It includes these topics:


Note:

Refer to "Placeholders in Oracle Database XBRL Extension Developer's Guide" for explanations of the placeholders used here.

Overview of XBRL Repository Tables and Indexes

An XBRL repository uses a set of base tables and a set of automatically generated XMLIndex indexes.

The base tables include the following XMLType tables with binary XML storage, which store all of your XBRL-related documents. See also Example 4-5.

  • ORA$XBRLSCHEMA – taxonomy schema documents

  • ORA$XBRLINSTANCE – instance documents

  • ORA$XBRLLINKBASE – linkbase documents

There are also other, non-XMLType base tables, including these:

  • ORA$XBRLPATH – has these columns:

    • doctype: XBRL document type (SCHEMA, LINKBASE, or INSTANCE)

    • docpath: location of the document in the XBRL repository

    • uploaddate: time when the document was loaded into the XBRL repository

  • ORA$XBRLNWKCACHE – a cache for information used during concept generation

XMLIndex indexes (with structured components) are created automatically for base tables ORA$XBRLSCHEMA and ORA$XBRLINSTANCE. These indexes project the values of the structured parts of an XBRL document. They improve performance for queries and analysis of XBRL documents. These indexes have their own storage tables.

Partitioning XBRL Repositories

For a given XBRL repository, you can partition base table ORA$XBRLINSTANCE, which stores your XBRL instance documents. If you do this then the automatically created XMLIndex index on that table, XBRL$INSTANCEIDX, together with all of its index storage tables, are automatically equipartitioned. Equipartitioning means that there is a corresponding index-table partition for each partition of the base table.

Partioning the XBRL Repository Instance Table

If you want to partition base table ORA$XBRLINSTANCE for a given repository then you must edit script xbrlddl.sql before you use script xbrlcrt.sql to create that repository. In script xbrlddl.sql, change the default CREATE TABLE statement for table ORA$XBRLINSTANCE to one that partitions the table.

Example 4-1 illustrates this. It partitions XMLType table ORA$XBRLINSTANCE using virtual column entity_identifier_text, targeting XML element identifier (a child of element entity and a grandchild of the first context element in an XBRL document).

You can define such partitioning when you create your XBRL repository after installing XBRL Extension to Oracle XML DB. If you already have an existing repository that you want to partition (or partition differently), you must create a new repository partitioned as needed, and then load it using the data from the previously existing repository. In other words, there is no way to partition an existing repository; you must create a new, partitioned one to replace the existing one.


See Also:


Obtaining Information about Your XBRL Repository

This section provides some queries you can use to obtain information about your XBRL data or about the product, XBRL Extension to Oracle XML DB.

Example 4-4 shows how to obtain the version number of the product.

Example 4-5 just lists the XMLType tables for the current XBRL repository, that is, ORA$XBRLSCHEMA, ORA$XBRLLINKBASE, and ORA$XBRLINSTANCE.

Example 4-6 lists the repository XMLType tables and their XMLIndex indexes.

Example 4-7 lists all of the repository XMLIndex indexes, together with their corresponding index storage tables.

Example 4-8 lists the table and tablespace names of the nonpartitioned XMLType tables.

Example 4-9 lists the names of all nonpartitioned index storage tables and their tablespaces, for a given XMLIndex index — in this case, index XBRL$INSTANCEIX.

Example 4-10 obtains the tablespace name for a given nonpartitioned index storage table — in this case, table ORAXBRL_INSTANCE_ITEM.

Example 4-11 lists the table names, the index names, and the tablespace name for the nonpartitioned secondary indexes on the index storage tables for a given XMLIndex index — in this case, index XBRL$INSTANCEIX.

Example 4-12 lists the partitions and their tablespaces for partitioned XMLType table ORA$XBRLINSTANCE.

Example 4-13 lists the partitions and tablespaces for the index storage tables of partitioned XMLIndex index XBRL$INSTANCEIX.

Example 4-14 lists the partitions and their tablespaces for a given partitioned index storage table — in this case, ORAXBRL_INSTANCE_ITEM.

Example 4-15 lists the index storage tables for partitioned XMLIndex index XBRL$INSTANCEIX, along with their secondary indexes, their partitions, and their tablespaces.

PKz[KIFIPKL3J@OEBPS/content.opfe Oracle® Database XBRL Extension Developer's Guide, 11g Release 2 (11.2) en-us E17070-04 Oracle Corporation Oracle Corporation Oracle® Database XBRL Extension Developer's Guide, 11g Release 2 (11.2) 2012-02-09T18:47:17Z This manual describes XBRL Extension to Oracle XML DB. PK6PKL3J@OEBPS/apis.htm APIs – XBRL Extension to Oracle XML DB

The script content on this page is for navigation purposes only and does not alter the content in any way.

3 APIs – XBRL Extension to Oracle XML DB

This chapter describes the application programming interfaces (APIs) provided by XBRL Extension to Oracle XML DB. It covers these topics:

Several of the examples in this chapter refer to the downloadable demonstration examples. See "Installing the Sample XBRL Repository and GAAP Demo".


Note:

  • There are two versions of some of the functions described here. The versions have the same name, except that one name has "2" appended to it. The version whose name ends in "2" returns an instance of data type ORAXBRL_CONCEPTLIST (or ORAXBRL_ITEMLIST, in the case of multiple_instance_network2). The version whose name has no "2" appended to it returns an XMLType instance.

  • When, for a given parameter, no default value is declared in the signature of a procedure or function, and no default value for that parameter is mentioned in the text, it means that an error is raised if the argument is NULL.


XBRL Repository Storage API: DBMS_ORAXBRL

The XBRL repository storage APIs are in PL/SQL package DBMS_ORAXBRL. An application can use this package to load, delete, or retrieve XBRL content from an XBRL repository. (Alternatively, you can manipulate XBRL content using WebDAV files and folders.) An application can also use this package to register a taxonomy schema or investigate discoverable taxonomy set (DTS) information.


Note:

The procedures in package DBMS_ORAXBRL that load a single document into the XBRL repository have a parameter whose value is an absolute URI that is used as the base location for any relative URIs that are found in the document to be loaded (and in any documents referenced from that document). More precisely, this base location is used to interpret relative URIs that are the values of attributes xlink:href and schemaLocation.

It is your responsibility to ensure that the location parameter you use specifies the proper base location for any such relative URIs.


Table 3-1 DBMS_ORAXBRL Repository Storage APIs

NameDescription

bulkLoadXBRLFiles


Load a set of XBRL files.

createTupleDataTable


Create an object-relational XMLType storage table for a tuple element.

deleteAuxDocument


Delete an auxiliary document from the XBRL repository.

deleteFolder


Forcefully (without DTS integrity check) delete all of the taxonomies under the given XBRL repository folder.

deleteInstance


Delete an instance document from the XBRL repository.

deleteLinkbase


Delete a linkbase document from the XBRL repository. Raise an error if the linkbase is referenced by other taxonomies or instance documents in the XBRL repository, unless the force argument is 1 or greater.

deleteTaxonomy


Delete a taxonomy, including its schema and linkbases, given the location of the taxonomy schema. Raise an error if the taxonomy is referenced by other taxonomies or instance documents in the XBRL repository, unless the force argument is 1 or greater.

dropTupleDataTable


Drop the XMLType storage table for a tuple element.

DTS_files


Return a discoverable taxonomy set (DTS), given a starting document.

DTS_filelist


Return the discoverable taxonomy set (DTS) for a given URI.

getAuxDocForRepoPath


Return an auxiliary document that is associated with a document in the XBRL repository.

getDocument


Return a document that is in the XBRL repository.

isDocPathValid


Return the XBRL validity of a document in the XBRL repository.

loadAuxDocument


Load an auxiliary document into the XBRL repository.

loadInstance


Load one instance document into the XBRL repository. If the document is present in the repository, replace it.

loadLinkbase


Load one linkbase into an XBRL repository. If the document is present in the repository, replace it. DTS integrity is not checked after the call.

loadSchema


Load one taxonomy schema into an XBRL repository. If the document is present in the repository, replace it. Discoverable taxonomy set (DTS) integrity is not checked after the call.

mapPublishedLocation


Apply a published location (a URL) recursively to all files and folders under the specified Oracle XML DB Repository folder. Invoke this procedure after uploading XBRL documents if you use protocols to upload.

registerTaxonomySchema


Register one taxonomy schema with the XBRL repository. Invoke this after loadSchema. This is needed for any schema that has tuple elements.

updateDocValidity


Update the validity status of a document and associate an auxiliary document with it.

validateDTSIntegrity, validateDTSIntegrity2


Check whether all referenced taxonomy schemas and linkbases exist in the XBRL repository. Return the list of taxonomies as an XML document, indicating which are missing. The return value reflects the state of the repository at the time the procedure is invoked.


The detailed API information is given the following sections.

mapPublishedLocation

Map an Oracle XML DB Repository path to an HTTP URL. This applies a published location (a URL) recursively to all files and folders under the specified Oracle XML DB Repository folder.

Each repository path starts with /XBRL/ followed by a user name. These top two levels of the path are, in effect, replaced by the URL that you provide as the published location.

For example, if a document is loaded into the XBRL repository at path /XBRL/some-user/us-gaap/1.0/elts/us-gaap-std-2008-03-31.xsd, and you invoke mapPublishedLocation('/XBRL/some-user/us-gaap', 'http://xbrl.us') , then the file is published at http://xbrl.us/ us-gaap/1.0/elts/us-gaap-std-2008-03-31.xsd.

You can optionally exclude all repository documents below a given level from being published. They are then ignored for XBRL purposes; in particular, they are not available for discovery. You do this be specifying the optional parameter levels. Documents at a depth greater than levels below folderpath are ignored.

Invoke this procedure after you use protocols to upload XBRL documents.

PROCEDURE mapPublishedLocation (folderpath VARCHAR2,
                                publishedLocation VARCHAR2,
                                levels PLS_INTEGER);

XBRL Repository Query

You can query the XBRL content in an XBRL repository directly, using the XQuery language. XBRL Extension to Oracle XML DB also provides the following:

XBRL Relational Representation

XBRL Extension to Oracle XML DB provides relational views of your XBRL content. This XBRL relational representation is a third normal form data model. It gives you simple access to attributes of schemas, linkbases, targets of linkbases, and items in an instance document. You can query these views directly, or you can create derived views over them to extract a particular representation (see steps 3 and 5, "Building and Using a Sample XBRL Application: USGAAP 2008").

Table 3-23 Relational Views of XBRL Content

TypeNameDescription

Schema

ORAXBRL_XS_TARGETNSV

Target namespace used in an XBRL schema document.


ORAXBRL_XS_NSV

Namespaces referenced by an XBRL schema document.


ORAXBRL_XS_IMPORTNSV

Schemas imported by an XBRL schema document.


ORAXBRL_XS_LINKBASEREFV

Linkbases referenced by an XBRL schema document


ORAXBRL_XS_ROLETYPEV

roletype elements used in an XBRL taxonomy.


ORAXBRL_XS_ARCROLETYPEV

arcroletype elements used in an XBRL taxonomy.


ORAXBRL_XS_ELEMENT

Elements used in an XBRL taxonomy.


ORAXBRL_XS_GROUPV

Element groups used in and XBRL taxonomy.


ORAXBRL_XS_COMPLEXTYPESC

Complex types defined in an XBRL taxonomy.

Linkbase

ORAXBRL_PRES_LINKBASE

Presentation arcs defined in an XBRL taxonomy.


ORAXBRL_CALCULATION_LINKBASE

Calculation arcs defined in an XBRL taxonomy.


ORAXBRL_DEFINITION_LINKBASE

Definition arcs defined in an XBRL taxonomy.


ORAXBRL_LABEL_LINKBASE

Label arcs defined in an XBRL taxonomy.


ORAXBRL_REFERENCE_LINKBASE

Reference arcs defined in an XBRL taxonomy.

Instance

ORAXBRL_INST_SCHEMAREFV

XBRL schemas referenced by an XBRL instance document.


ORAXBRL_INST_LINKBASEREFV

Linkbases referenced by anXBRL instance document.


ORAXBRL_INST_ROLEREFV

Role references from an XBRL instance document.


ORAXBRL_INST_ARCROLEREFV

arcroleref elements from an XBRL instance document.


ORAXBRL_INST_NSV

Namespaces used in an XBRL instance document.


ORAXBRL_INST_UNITV

Unit definitions in an XBRL instance document.


ORAXBRL_INST_CONTEXTV

Context definitions in an XBRL instance document.


ORAXBRL_FOOTNOTES

Footnotes defined in an XBRL instance document.


ORAXBRL_SEGMENT_EXPLICITV

Explicit dimensional attributes defined in the segment part of an XBRL instance document.


ORAXBRL_SCENARIO_EXPLICITV

Explicit dimensional attributes defined in the scenario part of an XBRL instance document.


ORAXBRL_SEGMENT_TYPEDV

Typed dimensional attributes defined in the segment part of an XBRL instance document.


ORAXBRL_SCENARIO_TYPEDV

Typed dimensional attributes defined in the scenario part of an XBRL instance document.


ORAXBRL_INST_ITEMV

Fact values reported in an XBRL instance document.


Instance Network Functions: DBMS_ORAXBRLI

The instance network functions are part of PL/SQL package DBMS_ORAXBRLI. You can use these functions to generate XBRL reports that combine taxonomy and instance data.

There are essentially two versions of each function. The version whose name ends in "2" returns an instance of data type ORAXBRL_CONCEPTLIST (or ORAXBRL_ITEMLIST, in the case of multiple_instance_network2). The version whose name has no "2" appended to it returns an XMLType instance.

instance_network, instance_network2

Return reported data, organized by a base set of concept-concept relationships, such as a presentation tree.

FUNCTION instance_network (entryURI             VARCHAR2,
                           entity               VARCHAR2,
                           periodstart          DATE,
                           periodend            DATE,
                           network_eLinkRoleURI VARCHAR2,
                           network_arcNSURI     VARCHAR2,
                           network_arcLocalName VARCHAR2,
                           network_arcRoleURI   VARCHAR2,
                           label_eLinkRoleURI   VARCHAR2,
                           label_arcRoleURI     VARCHAR2,
                           label_roleURI        VARCHAR2,
                           lang                 VARCHAR2,
                           includeReference     PLS_INTEGER)
   RETURN XMLType;Foot 1 

multiple_instance_network, multiple_instance_network2

Return reported data across multiple instance documents, organized by a base set of concept-concept relationships, such as a presentation tree.

FUNCTION multiple_instance_network(entryURI             VARCHAR2,
                                   entityList           VARCHAR2,
                                   periodstart          DATE,
                                   periodend            DATE,
                                   network_eLinkRoleURI VARCHAR2,
                                   network_arcNSURI     VARCHAR2, 
                                   network_arcLocalName VARCHAR2, 
                                   network_arcRoleURI   VARCHAR2,
                                   label_eLinkRoleURI   VARCHAR2,
                                   label_arcRoleURI     VARCHAR2, 
                                   label_roleURI        VARCHAR2,
                                   lang                 VARCHAR2,
                                   includeReference     PLS_INTEGER) 
  RETURN XMLType;Foot 2 

Concept Network Functions: DBMS_ORAXBRLT

The concept network functions are part of PL/SQL package DBMS_ORAXBRLT. They generate XBRL taxonomy hierarchies. There are essentially two versions of each function. The version whose name ends in "2" returns an instance of data type ORAXBRL_CONCEPTLIST. The version whose name has no "2" appended to it returns an XMLType instance.

concepts_in_tree, concepts_in_tree2

Return the concepts that are descendents of a particular node in a base set tree, with labels. If no entry URI is specified, then return all concepts.

FUNCTION concepts_in_tree(entry                VARCHAR2, 
                          concept_namespaceURI VARCHAR2,
                          concept_name         VARCHAR2,
                          network_eLinkRoleURI VARCHAR2,
                          network_arcNSURI     VARCHAR2,
                          network_arcLocalName VARCHAR2,
                          network_arcRoleURI   VARCHAR2,
                          label_eLinkRoleURI   VARCHAR2, 
                          label_arcRoleURI     VARCHAR2,
                          label_roleURI        VARCHAR2,
                          lang                 VARCHAR2,
                          includeReference     PLS_INTEGER)
  RETURN XMLTYPE;Foot 5 

Transforming Procedures: DBMS_ORAXBRLV

Transforming procedures are used to generate derived views that are based on one of the following:

  • The XBRL relational representation

  • The network generation APIs

  • Dimensional information

The transforming procedures are in PL/SQL package DBMS_ORAXBRLV.

Table 3-31 Transforming Procedures

ProcedureDescription

createFactTable (Deprecated)


Create a fact table as a view.

createHyperCubeFactTable


Search the hypercube network of the given primary item to find valid dimensions. Create a star schema, which is a fact table plus dimension tables. Optionally create a join view between the fact table and the dimension tables.

createHyperCubeSuperFactTable


Search for primary items that include the given hypercube. Create a super fact table and dimension tables. Optionally create a join view between the super fact table and the dimension tables.

createStarSchemaFromFact


Search the hypercube network of the given primary item to find valid dimensions. Create a star schema, which is a fact table plus dimension tables. Optionally create a join view between the fact table and the dimension tables. Optionally cache the names of the created tables.

createStarSchemaFromHC


Search for primary items that include the given hypercube. Create a super fact table and dimension tables. Optionally create a join view between the super fact table and the dimension tables. Optionally cache the names of the created tables.

createSuperFactTable (Deprecated)


Create a super fact table as a view.

createViewForConceptRoots


Create a relational view for PL/SQL function concepts_roots.

createViewForConceptTree


Create a relational view for PL/SQL functions concepts_network and concepts_in_tree.

createViewForInstanceNetwork


Create a relational view for PL/SQL functions instance_network and multiple_instance_network.

dropStarSchema


Drop a star schema: the fact table or super fact table, dimension tables, and join view (if any) that are identified by a given tableName, provided such information is cached in a system table.


createHyperCubeFactTable

Search the hypercube network of a given primary item to find valid dimensions. Create a star schema, which is a fact table plus dimension tables. If argument tableName is not NULL then also create a join view between the fact table and the dimension tables. The pair (entity, entryURI) uniquely identifies an XBRL instance document.

PROCEDURE createHyperCubeFactTable(tableName           VARCHAR2, 
                                   entity              VARCHAR2, 
                                   entryURI            VARCHAR2, 
                                   conceptNamespaceURI VARCHAR2, 
                                   conceptLocalName    VARCHAR2,
                                   xlinkRole           VARCHAR2);

For a factFoot 6  name to be usable as parameter conceptLocalName, the fact should have associated dimension information. Search instance documents for occurrences of a fact you are interested in. If you find that the fact is associated with dimension information then it is a candidate for use with procedure createHyperCubeFactTable.

createHyperCubeFactTable(t, e, u, cnu, cln, xr) is equivalent to createStarSchemaFromFact(t, e, u, cnu, cln, xr, 1, 0), if t is not NULL.

createHyperCubeFactTable(NULL, e, u, cnu, cln, xr) is equivalent to createStarSchemaFromFact('DUMMY', e, u, cnu, cln, xr, 0, 0).

This creates fact table user_SALES, dimension tables user_BYPRODUCTPLACEHOLDER and user_BYREGIONPLACEHOLDER, and view SALES_DIM, where user is the database user logged in when createHyperCubeFactTable is invoked. These tables are shown in Example 3-5, Example 3-6, and Example 3-7.

Column CONTEXT_ID is the primary key for the dimension table, and column DOMAIN_VALUE contains the value of the dimension domain members.

createHyperCubeSuperFactTable

Search for primary items that include the given hypercube. Create a super fact table and dimension tables. If argument tableName is not NULL then also create a join view between the super fact table and the dimension tables.

A super fact table can contain more than one kind of fact. It acts like a collection of fact tables that each contain one kind of fact. It contains all of the primary items associated with a given hyper cube.

PROCEDURE createHyperCubeSuperFactTable(tableName         VARCHAR2, 
                                        entity            VARCHAR2, 
                                        entryURI          VARCHAR2,
                                        HCNamespaceURI    VARCHAR2,
                                        HCLocalName       VARCHAR2, 
                                        HCXlinkRole       VARCHAR2,
                                        HCContextElement  VARCHAR2,
                                        HCTargetRole      VARCHAR2);

createHyperCubeSuperFactTable(t, e, u, nu, ln, xr, ce, tr) is equivalent to createStarSchemaFromHC(t, e, u, nu, ln, xr, ce, tr, 1, 0), if t is not NULL.

createHyperCubeSuperFactTable(NULL, e, u, nu, ln, xr, ce tr) is equivalent to createStarSchemaFromHC('DUMMY', e, u, nu, ln, xr, ce, tr, 0, 0).

This creates fact table user_STATEMENTTABLE, dimension table user_EQUITYCOMPONENTSAXIS, and join view BOA_STATEMENT, where user is the database user logged in when createHyperCubeSuperFactTable is invoked. These tables and view are shown in Example 3-9, Example 3-10, and Example 3-11.

createStarSchemaFromFact

Search the hypercube network of the primary item to find valid dimensions. Create a star schema, which is a fact table plus dimension tables. Optionally create a join view between the fact table and the dimension tables. Optionally cache the names of the created tables. Return a list of the names of the created tables.

FUNCTION createStarSchemaFromFact(tableName VARCHAR2,
                                  entity VARCHAR2,
                                  entryURI VARCHAR2,
                                  conceptNamespaceURI VARCHAR2,
                                  conceptLocalName VARCHAR2,
                                  xlinkRole VARCHAR2,
                                  createJoin PLS_INTEGER DEFAULT 1,
                                  cache PLS_INTEGER DEFAULT 0)
  RETURN ORAXBRL_STARSCHEMA;

Together, entity plus entryURI uniquely identify an XBRL instance document.

The fact table created is named F_entity_conceptLocalName_####, where entity and conceptLocalName are the entity and concept local name inputs, and #### is a four-digit (decimal) number guaranteed to make the name unique.

The dimension tables created are named D_entity_dimensionLocalName_####, where entity is the entity input, dimensionLocalName is the local name of the valid dimension found in the hypercube network given the primary item, and #### is a four-digit (decimal) number guaranteed to make the name unique.

Database table names are limited to a maximum of 30 characters. The concept and dimension local names are truncated as needed to ensure this.

createStarSchemaFromHC

Search for primary items that include the given hypercube. Create a super fact table and dimension tables. Optionally create a join view between the super fact table and the dimension tables. Optionally cache the names of the created tables. Return a list of the names of the created tables.

FUNCTION createStarSchemaFromHC(tableName VARCHAR2,
                                entity VARCHAR2,
                                entryURI VARCHAR2,
                                HCNamespaceURI VARCHAR2,
                                HCLocalName VARCHAR2,
                                HCxlinkRole VARCHAR2,
                                createJoin PLS_INTEGER DEFAULT 1,
                                cache PLS_INTEGER DEFAULT 0)
  RETURN ORAXBRL_STARSCHEMA;

Together, entity plus entryURI uniquely identify an XBRL instance document.

The created fact table and dimension tables are named using the same convention as for createStarSchemaFromFact.

createSuperFactTable (Deprecated)

Create a super fact table as a view. It contains all of the primary items of the specified hypercube.


Note:

Procedure createSuperFactTable is deprecated as of XBRL Extension to Oracle XML DB 11g Release 2 (11.2.0.2.1).

PROCEDURE createSuperFactTable(tableName VARCHAR2,
                               entity VARCHAR2,
                               entryURI VARCHAR2,
                               hcNamespaceURI VARCHAR2,
                               hcLocalName VARCHAR2,
                               hcXlinkRole VARCHAR2,
                               hcContextElement VARCHAR2,
                               hcTargetRole VARCHAR2);

This creates super fact-table view STATEMENT. See Example 3-9.

createViewForConceptRoots

Create a relational view for PL/SQL function concept_roots.

PROCEDURE createViewForConceptRoots(viewName             VARCHAR2,
                                    entryURI             VARCHAR2,
                                    network_eLinkRoleURI VARCHAR2,
                                    network_arcNSURI     VARCHAR2,
                                    network_arcLocalName VARCHAR2,
                                    network_arcRoleURI   VARCHAR2, 
                                    labeleLinkRoleURI    VARCHAR2,
                                    labelarcRoleURI      VARCHAR2, 
                                    label_roleURI        VARCHAR2,
                                    lang                 VARCHAR2);

createViewForConceptTree

Create a relational view for PL/SQL functions concepts_network and concepts_in_tree.

PROCEDURE createViewForConceptTree(viewName             VARCHAR2,
                                   entryURI             VARCHAR2,
                                   concept_namespaceURI VARCHAR2,
                                   concept_name         VARCHAR2,
                                   network_eLinkRoleURI VARCHAR2,
                                   network_arcNSURI     VARCHAR2,
                                   network_arcLocalName VARCHAR2,
                                   network_arcRoleURI   VARCHAR2,
                                   labeleLinkRoleURI    VARCHAR2, 
                                   labelarcRoleURI      VARCHAR2, 
                                   label_roleURI        VARCHAR2,
                                   lang                 VARCHAR2, 
                                   treeDepth            PLS_INTEGER);

createViewForInstanceNetwork

Create a relational view for PL/SQL functions instance_network and multiple_instance_network.

PROCEDURE createViewForInstanceNetwork(viewName             VARCHAR2,
                                       entryURI             VARCHAR2,
                                       entityList           VARCHAR2, 
                                       startDate            DATE,
                                       endDate              DATE,
                                       network_eLinkRoleURI VARCHAR2,
                                       network_arcNSURI     VARCHAR2,
                                       network_arcLocalName VARCHAR2, 
                                       network_arcRoleURI   VARCHAR2, 
                                       labeleLinkRoleURI    VARCHAR2, 
                                       labelarcRoleURI      VARCHAR2,
                                       label_roleURI        VARCHAR2, 
                                       lang                 VARCHAR2);

XBRL Extension to Oracle XML DB Data Types

This section describes data types specific to XBRL Extension to Oracle XML DB. They are all in PL/SQL package XBRLSYS.

ORAXBRL_CONCEPT, ORAXBRL_CONCEPTLIST

Data type ORAXBRL_CONCEPTLIST is a varray of ORAXBRL_CONCEPT, which is an object type with the following attributes that pertain to a concept:



Footnote Legend

Footnote 1: Function instance_network2 has the same signature, except it returns an instance of data type ORAXBRL_CONCEPTLIST.
Footnote 2: Function multiple_instance_network2 has the same signature, except it returns an instance of data type ORAXBRL_ITEMLIST.
Footnote 3: Function concepts_network2 has the same signature, except it returns an instance of data type ORAXBRL_CONCEPTLIST.
Footnote 4: Function concept_roots2 has the same signature, except it returns an instance of data type ORAXBRL_CONCEPTLIST.
Footnote 5: Function concepts_in_tree2 has the same signature, except it returns an instance of data type ORAXBRL_CONCEPTLIST.
Footnote 6: A fact in an instance document corresponds to a concept in a taxonomy.
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PK SwNwPKL3J@OEBPS/whatsnew.htmJ What's New in XBRL Extension to Oracle XML DB?

What's New in XBRL Extension to Oracle XML DB?

This chapter describes the new features and functionality, enhancements, APIs, and product integration support added to XBRL Extension to Oracle XML DB.

It also describes the deprecation of certain XBRL Extension to Oracle XML DB constructs.

XBRL Extension to Oracle XML DB 11g Release 3 (11.2.0.2.2) New Features

The following features are new in XBRL Extension to Oracle XML DB 11g Release 3 (11.2.0.2.2).

  • You can use a different tablespace for the XMLIndex index storage tables.

  • You can partition the table that stores your XBRL instance documents. And you can store these partitions in different tablespaces.

XBRL Extension to Oracle XML DB 11g Release 2 (11.2.0.2.1) New Features

The following features are new in XBRL Extension to Oracle XML DB 11g Release 2 (11.2.0.2.1).

XBRL Extension to Oracle XML DB 11g Release 2 (11.2.0.2.1) Deprecated Constructs

The following constructs are deprecated in XBRL Extension to Oracle XML DB 11g Release 2 (11.2.0.2.1). They are still supported for backward compatibility, but Oracle recommends that you do not use them in new applications. They will be desupported in a future release.

  • Procedure createFactTable. Use createHyperCubeFactTable and createStarSchemaFromFact instead.

  • Procedure createSuperFactTable. Use createHyperCubeSuperFactTable and createStarSchemaFromHC instead.

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5 Installing XBRL Extension to Oracle XML DB

This chapter explains how to install XBRL Extension to Oracle XML DB.

It covers these topics:


Note:

Refer to "Placeholders in Oracle Database XBRL Extension Developer's Guide" for explanations of the placeholders used here.

Installing and Uninstalling XBRL Extension to Oracle XML DB

This section describes how to install and uninstall XBRL Extension to Oracle XML DB, create, drop, and purge an XBRL repository, and install the sample XBRL repository and GAAP demo.

Preparing to Install XBRL Extension to Oracle XML DB

This section outlines preparatory instructions for installing XBRL Extension to Oracle XML DB and related software.

  1. Download the zip archive for the current release of XBRL Extension to Oracle XML DB from http://support.oracle.com. To find the file name of this zip archive, please visit the Oracle Technology Network XBRL site, http://www.oracle.com/technetwork/database/features/xmldb/index-087631.html.

  2. Extract the contents of the zip archive to a temporary directory, patch_top.

  3. Follow the instructions in patch_top/XBRLReleaseN/README.txt to create directory ORACLE_HOME/rdbms/xbrl_xdb.


See Also:

"Directory xbrl_xdb" for information about the contents of directory xbrl_xdb.

Installing XBRL Extension to Oracle XML DB

Installing XBRL Extension to Oracle XML DB creates database user (schema) XBRLSYS, and it creates Oracle XML DB Repository folder /xbrl as a child of the repository root.

  1. Create an Oracle Database with character set AL32UTF8.

  2. Set the COMPATIBLE parameter to at least 11.2.0.1.0.

  3. Set SHARED_POOL_SIZE to 1G.

  4. Set the tablespace size to at least 3.5 times the size of the data on your file system, for indexed storage. For example, if the data size is 20G then set the tablespace size to at least 70G, for indexed storage.

  5. Go to directory xbrl_xdb/XBRLScripts.

    shell>Foot 1  cd XBRLScripts
    
  6. Create a tablespace and a temporary tablespace for database user XBRLSYS.

    SQL+>Foot 2  CREATE TABLESPACE xb_sys_ts . . .;
    SQL+> CREATE TABLESPACE xb_sys_tmp_ts  . . .;
    
  7. Run script xbrlinstall.sql to install XBRL Extension to Oracle XML DB.

    SQL+> @xbrlinstall.sql sys_pass xb_sys_pass -
        >                  xb_sys_ts xb_sys_tmp_ts xb_protocols
    
  8. Check the results of following SQL statements, to verify that XBRL Extension to Oracle XML DB has been successfully installed. The expected results are shown here.

    SQL+> CONNECT XBRLSYS/xb_sys_pass
    SQL+> SELECT OBJECT_NAME FROM USER_OBJECTS -
        >   WHERE STATUS = 'VALID' AND OBJECT_TYPE = 'PACKAGE';
    
    OBJECT_NAME
    ---------------------
    DBMS_ORAXBRL_INTERNAL
    DBMS_ORAXBRLV
    DBMS_ORAXBRLD
    DBMS_ORAXBRL_UBM
    DBMS_ORAXBRLI
    DBMS_ORAXBRLT
    DBMS_ORAXBRL
    
    7 rows selected.
    
    SQL+> SELECT ANY_PATH FROM RESOURCE_VIEW WHERE ANY_PATH = '/xbrl';
    
    ANY_PATH
    --------
    /xbrl
    
    SQL+> SELECT INDEX_NAME FROM USER_INDEXES -
        >   WHERE INDEX_TYPE = 'FUNCTION-BASED DOMAIN' AND STATUS = 'VALID';
    
    INDEX_NAME
    ----------------
    XBRL$SCHEMAIDX
    XBRL$INSTANCEIDX
    ORA$XBRLCACHEIDX
    
    SQL+> SELECT TABLE_NAME FROM USER_OBJECT_TABLES WHERE STATUS = 'VALID';
    
    TABLE_NAME
    ----------------
    ORA$XBRLINSTANCE
    ORA$XBRLLINKBASE
    ORA$XBRLSCHEMA
    
  9. If there are any error messages in log file xbrlinstall.log, or if the result returned by any of the SQL queries in step 8 is not as expected, then check parameter COMPATIBLE and run uninstall — see "UnInstalling XBRL Extension to Oracle XML DB". Resolve the error, then try installing again (repeat steps 7 and 8).

Creating an XBRL Repository

Perform the following steps to create an XBRL repository. This also creates a database user (schema) with the same name as the repository. You can create any number of XBRL repositories. The repositories are independent of each other.

  1. Create a tablespace and a temporary tablespace for the XBRL repository. Use a redundancy factor of about 3.5 when calculating tablespace size, to account for indexed storage.

    SQL+> CREATE TABLESPACE xb_rep_ts . . .;
    SQL+> CREATE TABLESPACE xb_rep_tmp_ts . . .;
    
  2. (Optional) If you want to partition the table that stores instance documents, then edit the CREATE TABLE statement for table ORA$XBRLINSTANCE in script xbrlddl.sql to add a virtual-column partition. See "Partitioning XBRL Repositories".

  3. Run SQL script, xbrlcrt.sql, to create the XBRL repository.

    shell> cd XBRLScripts
    
    SQL+> @xbrlcrt.sql sys_pass xb_sys_pass -
        >              xb_rep xb_rep_pass xb_rep_ts xb_rep_tmp_ts xb_rep_idx_ts
    

    This creates all of the tables and indexes that are needed for XBRL document storage. It also creates an Oracle XML DB Repository folder, under folder /xbrl, that has the same name as the XBRL repository, xb_rep.

  4. Check the results of the following SQL statements, to verify that the repository creation was successful. The expected results are shown here.

    SQL+> CONNECT xb_rep/xb_rep_pass
    SQL+> SELECT OBJECT_NAME FROM USER_OBJECTS -
        >   WHERE STATUS = 'VALID' AND OBJECT_TYPE = 'PACKAGE';
    
    OBJECT_NAME
    --------------------
    XBRL_ASYNC_EVENTS
    DBMS_ORA_XBRL_EVENTS
    
    SQL+> SELECT ANY_PATH FROM RESOURCE_VIEW WHERE ANY_PATH = '/xbrl/xb_rep';
    
    ANY_PATH
    ------------
    /xbrl/xb_rep
    
    SQL+> SELECT INDEX_NAME FROM USER_INDEXES -
        >   WHERE INDEX_TYPE = 'FUNCTION-BASED DOMAIN' AND STATUS = 'VALID';
    
    INDEX_NAME
    ----------------
    ORA$XBRLCACHEIDX
    XBRL$INSTANCEIDX
    XBRL$SCHEMAIDX
    
    SQL+> SELECT TABLE_NAME FROM USER_OBJECT_TABLES WHERE STATUS = 'VALID';
    
    TABLE_NAME
    ----------------
    ORA$XBRLINSTANCE
    ORA$XBRLLINKBASE
    ORA$XBRLSCHEMA
    

    Check for any error messages in log file xbrlcft.log.

  5. If there are any error messages in log file xbrlcft.log, or if the result returned by any of the SQL queries in step 4 is not as expected, then run script xbrldrop.sql to drop the newly created repository — see "Dropping an XBRL Repository". Resolve the error, then create the repository again (repeat steps 3 and 4).

Directory xbrl_xdb

This section describes the contents of the xbrl_xdb directory.

XBRLScripts

Directory XBRLScripts contains the following SQL script files.

SQL Script NameDescription
xbrlinstall.sqlCreate database user XBRLSYS and install packages that contain XBRL- specific APIs. If Oracle XML DB Repository is used, then a root directory /xbrl is created, with owner XBRLSYS.
xbrlcrt.sqlCreate an XBRL repository and a database schema with the same name. Create all necessary tables, indexes, and procedures.
xbrlddl.sqlCreate tables and indexes. This script is run automatically by script xbrlcrt.sql.

If you want to partition the base table for the XBRL instance documents of a given repository, then edit script xbrlddl.sql before you use script xbrlcrt.sql to create that repository. See "Partitioning XBRL Repositories".

xbrldrop.sqlDrop a given XBRL repository, including the corresponding database schema, tables, indexes, and procedures.
xbrluninstall.sqlFinish uninstalling. Invoke this after dropping all XBRL repositories.
xbrludpurge.sqlRemove other system objects associated with an XBRL repository. Use this if a database schema corresponding to an XBRL repository is dropped accidentally.
xbrlpurgefile.sqlDelete resources from Oracle XML DB Repository that are associated with an XBRL repository. Use this if you use Oracle XML DB Repository and you mistakenly delete a document from the XBRL repository.
xbrlrecidxdrv.sqlDrop the XMLIndex indexes used for an XBRL repository, then recreate them, so you can move the index storage tables to a different tablespace.
xbrlregschema.sqlRegister standard XBRL schemas. Must be run before using the tuple APIs.
xbrlerrmsg.sqlLoad error messages in different languages for XBRL Extension to Oracle XML DB.
InstallXBRLDemo.sqlInstall XBRL Extension to Oracle XML DB and create an XBRL repository.

Integration with Oracle Business Intelligence Suite

Oracle Business Intelligence Suite Enterprise Edition (OBIEE) is not included as part of XBRL Extension to Oracle XML DB. You must procure it separately and install it according to the OBIEE instructions. You can install it in any tier. You must install an Oracle client for OBIEE to work properly with XBRL Extension to Oracle XML DB.

XBRL Extension to Oracle XML DB provides a demo package to demonstrate integration with OBIEE. Included in directory xbrl_xdb is a directory Demo-BIFiles, which contains the OBIEE repository file xbrl.rpd and folders and files for a sample dashboard, in zip archive xbrl.zip.


See Also:


Perform the following steps to configure OBIEE with the demo package:

  1. Establish a connection to the database instance.

    1. Add entry DEMO to file oracle_client_dir\network\admin\tnsnames.ora. In the following, change hostname.domain, port, and sid to the correct values for your database instance:

      DEMO = (DESCRIPTION =
               (ADDRESS_LIST = 
                 (ADDRESS = (PROTOCOL = TCP)
                            (HOST = hostname.domain)
                            (PORT = port)))
               (CONNECT_DATA = (SERVICE_NAME = sid)))
      
    2. Select from the Microsoft Windows Start menu: oracle_client, then Configuration and Migration Tools, then Microsoft ODBC Administrator.

    3. In the Oracle ODBC Driver Configuration dialog box, click the System DSN tab. Click Add. Select oracle_client as the driver. Click Finish.

    4. Enter x02 as the Data Source Name, demo as the TNS Service Name, and oraxbrl as the User ID. Click OK.

  2. Copy OBIEE repository file xbrl.rpd from xbrl_xdb\Demo-BIFiles to obiee_home\server\Repository.

  3. Extract zip archive xbrl.zip to directory obieedata_home\web\catalog.

  4. Open file obiee_home\server\Config\NQSConfig.INI in a text editor, and change the text that follows Star = to make it xbrl.rpd:

    [ REPOSITORY ]
    Star = xbrl.rpd, DEFAULT;
    
  5. Open file obieedata_home\web\config\instanceconfig.xml in a text editor, and change the final directory component of the catalog path to make it xbrl:

    <CatalogPath>obieedata_home/web/catalog/xbrl</CatalogPath>
    
  6. Start the Oracle BI services.

    1. Choose from the Microsoft Windows Start menu: Run.

    2. Enter services.msc.

    3. In the Services dialog box, start or restart each of the following services, by selecting the service name, right-clicking, and then selecting Start or Restart: Oracle BI Server, Oracle BI Javahost, and Oracle BI Presentation Server.



Footnote Legend

Footnote 1: Shell examples are indicated here using the prompt shell>.
Footnote 2: The SQL examples here assume you are using SQL*Plus, for consistency. The prompt is shown as SQL+>, and the continuation prompt is shown as >. Hyphen (-) is the SQL*Plus line continuation character.