Setting Up Oracle Report Manager

Setup Overview

Oracle Report Manager leverages features of Oracle XML Publisher and Oracle Web Applications Desktop Integrator.

When you submit a Standard or Variable Report request, Oracle Report Manager uses the Oracle XML Publisher formatting engine to apply a layout template to the request data to generate the report in the desired output format. Oracle Report Manager then publishes the report to the Reports Repository and to any selected menu items.

When you design a template using the Financial Report Template Editor, Oracle Report Manager uses Oracle Web Applications Desktop Integrator to generate and download the Excel spreadsheet to your desktop and then uploads the template to the Oracle XML Publisher Template Manager.

Setup for Oracle Report Manager therefore includes steps for Oracle Web Applications Desktop Integrator and Oracle XML Publisher.

Implementation steps are listed in the following table. Detailed instructions are given in the sections that follow:

Step Required/Optional Product
Set Profile Option Values Optional Oracle Report Manager
Attach Form Functions to User Menus Required Oracle Report Manager
Perform Setup for Financial Report Template Editor Conditionally required. Each user of the Financial Report Template Editor must configure their client PC Web browser. Oracle Web Applications Desktop Integrator
Set request concurrent programs to generate XML Conditionally required. Standard and Variable report concurrent programs published by Oracle Report Manager must be set to generate XML in the concurrent program definition. Oracle XML Publisher
Register concurrent programs as Data Definitions in the Template Manager Conditionally required. Standard and Variable reports published by Oracle Report Manager must be registered as a Data Definition in the Oracle XML Publisher Template Manager. Oracle XML Publisher
Create report templates Conditionally required. All Standard and Variable reports published by Oracle Report Manager require an Oracle XML Publisher RTF template. Oracle XML Publisher
Register report templates in the Template Manager Conditionally required. Templates created for use with Standard and Variable Reports must be registered in the Oracle XML Publisher Template Manager. Oracle XML Publisher

Set Profile Options

Use the System Administrator Responsibility to set the following profile options. For more information about setting profile options, see Overview of Setting User Profiles, Oracle E-Business Suite System Administrator's Guide - Maintenance.

Profile Option Name Default Description
FRM: User to Value Owner Access No The profile option is only set at the user level. When set to "Yes" it enables a user to add participating value sets and assign owner access. For more information, see User to Value Security.
Additionally, setting this profile option to "Yes" for a user gives that user owner privileges for all folders and reports in the repository, overriding any repository security restrictions defined for individual folders or reports. See Defining Repository Security.
FRM: Set Auto Archive Null This profile option sets a default value for the Set Auto Archive option on the Publishing Parameters page. Enter a positive integer to specify the number of months from the date of publishing that the report will be marked for archive in the Reports Repository.
For example: To automatically mark reports for archive after one month, enter "1".
Users can override the default value at submission time on the Publishing Parameters page. Note that reports are not actually archived until the Maintain Repository concurrent request is run. For more information, see Archiving Reports.
ADI: Allow Sysadmin to View All Output No Set this to "Yes" to allow users with the System Administrator responsibility to view the output for all users. This option overrides user to value security for System Administrators.

Attach Form Functions to Navigation Menus

Use the System Administrator responsibility to assign the Oracle Report Manager menu items to the navigation menus of the appropriate responsibilities. For more information on adding functions to menus, see Navigation Menus, Oracle E-Business Suite System Administrator's Guide - Security.

Following are the Oracle Report Manager User Function names:

Set Up Financial Report Template Editor

The Financial Report Template Editor leverages the Oracle Web Applications Desktop Integrator integration with Microsoft Excel. The following setup is required to use this feature:

Prerequisites

Changing Macro Security Setting for Microsoft Excel

For the Financial Report Template Editor to work with Microsoft Excel 2002, 2003, and 2007, you must change the macro settings. To do so:

For Microsoft Excel 2002 or 2003

  1. From the Tools menu, select Macro, then Security, and then the Trusted Sources tab.

  2. Select the Trust access to Visual Basic Project option.

For Microsoft Excel 2007

  1. Choose the Microsoft Office button, and then choose Excel Options. In the Trust Center category, choose Trust Center Settings, and then the Macro Settings category.

  2. Select the Trust access to the VBA project object model option.

Changing Browser Security Settings

If you use Microsoft Internet Explorer as your browser, change your Internet Explorer security settings as follows to enable the Financial Report Template Editor to create a spreadsheet on your desktop:

  1. In Internet Explorer, from the Tools menu, select Internet Options, then the Security tab.

  2. Select Local Intranet, then select the Custom Level button.

  3. Set the following option to Prompt: "Initialize and script Active X controls not marked as safe."

Creating FrmFsgImages Directory and Setting Permissions

To enable the Financial Report Template Editor to upload the images in your template to Oracle Application Server, you must create a directory for the images to be uploaded to, as follows:

  1. Create the FrmFsgImages directory in the physical directory designated by the OA_MEDIA virtual directory on Oracle Application Server. For information on the OA_MEDIA directory in your installation, see your Web server administrator.

  2. Set the permissions on the FrmFsgImages directory to allow reading and writing for the process running Oracle Application Server.

Perform Setup Required for Standard and Variable Report Publishing

Every standard or variable report that you wish to publish through Oracle Report Manager must first be set up in Oracle XML Publisher. Beginning with Oracle E-Business Suite 11.5.10, some reports are delivered with the Oracle XML Publisher components and therefore will not require any additional setup.

For those reports not delivered with Oracle XML Publisher components, following is an overview of the setup steps. For complete information, see the Oracle XML Publisher Administration and Developer's Guide.

  1. Set the report concurrent program to generate XML.

    This can be achieved in one of two ways:

    • If you plan to publish the Standard report only using Oracle Report Manager, use the Concurrent Programs window to change the Output Type of the report definition to XML.

    • If you plan to generate another output from the Standard report (such as Text), you may want to use the "Copy to" feature of the Concurrent Programs window to create a duplicate of the existing program. Set the Output Type of the copy of the concurrent program to XML.

    Note: For more information, see Concurrent Programs Window, Oracle E-Business Suite System Administrator's Guide - Configuration.

  2. Create a layout template for the report using Microsoft Word.

  3. Register the concurrent program as a Data Definition in the Oracle XML Publisher Template Manager.

  4. Register and upload your layout template to the Oracle XML Publisher Template Manager.