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Agile Product Lifecycle Management Document Publishing Solution
Release 9.3.3
E39275-02
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Contents
Document Publishing Solution
1
Executive Overview
2
About this Whitepaper
2.1
New in Release 9.3.3
2.1.1
New in Release 9.3.2
2.2
Content and Organization
2.3
Intended Audience
2.4
Cited References
2.4.1
Oracle Agile PLM
2.4.2
Oracle BI Publisher
3
Introduction
3.1
Solution Architecture
3.2
Operating Environment
3.2.1
Oracle Agile PLM Components
3.2.2
Oracle BI Publisher
3.2.3
Microsoft Word 2003/2007 and BI Publisher
3.3
The Dynamic Document Publishing Process
3.4
The Datasheet Configuration in Agile PLM
3.5
Generating the Data XML File
3.6
Creating the Template
3.7
Testing/Viewing the Template
3.8
Combining XML Data with Template - Publishing the Document
4
Setting Up the Environment for Document Publishing
4.1
Installing and Configuring BI Publisher Templates
4.2
Configuring Agile PLM Administrator
4.3
Configuring Agile PLM Server
5
Installing and Setting Up BI Publisher Desktop
5.1
To install BI Publisher Desktop:
5.2
To set up BI Publisher Desktop to read aXML files in Design mode:
6
Performing Agile PLM Administrator Configurations
6.1
Creating the DocumentTemplate Subclass
6.1.1
To create the DocumentTemplate Subclass do as follows:
6.2
Setting the Title Block Number Fields
6.3
Configuring Object Information
6.3.1
Defining Page 2 Fields for the Object
6.4
Defining Agile Content Services Filters for XML Data Files
6.4.1
To access and set the Default ACS Item Filter:
7
Agile PLM Server Configurations
7.1
Understanding Process Extensions and Events Framework
7.2
Using Oracle-Supplied Document Publishing PXs
7.3
Customizing Settings in JavaOpen PX's web.xml File
7.4
Extracting the WLS Application File
7.5
Creating JAR Files and Deploying Script and Java PX Handlers
7.5.1
Creating Events and Even Subscribers
7.6
Publishing the Sample
7.7
The Task Sequence
7.8
Configuring the TemplateManagementStructureCreationPX
7.8.1
Configuring Event Masks for TemplateManagementStructureCreationPX
7.8.1.1
To set up the Event Handler mask do as follows:
7.8.1.2
To configure the Script PX Event Handler:
7.8.1.3
To configure the Event Subscriber mask:
7.8.2
Properties File Settings for TemplateManagementStructureCreationPX
7.8.3
Output Generated by TemplateManagementStructureCreationPX
7.9
Configuring the SchemaGenerationPX
7.9.1
Configuring Event Components for SchemaGenerationPX
7.9.1.1
To create Event mask and set Event Type:
7.9.1.2
To set up the Event Handler mask:
7.9.1.3
To configure the Event Subscriber mask:
7.9.2
Properties File Settings for SchemaGenerationPX
7.9.2.1
For Java PX:
7.9.2.2
For Script PX:
7.9.3
Output Generated by SchemaGenerationPX
7.10
Generating Schema XSD and Data XML files
7.10.1
To run the PXs:
7.11
Configuring the DataGenerationPX
7.11.1
Configuring Event Components for DataGenerationPX
7.11.1.1
To create Event mask and set Event Type:
7.11.1.2
To set up the Event Handler mask:
7.11.1.3
To configure your Script PX or Java PX Handler Type do as follows.
7.11.1.4
To configure the Event Subscriber mask:
7.11.2
Properties File Settings for DataGenerationPX
7.12
Modifying the DataGenerationPX Script
7.12.1
Output Generated by DataGenerationPX
7.13
Building BI Publisher Templates
7.13.1
To configure the template
7.13.2
Copying XSD and XML Files to the Local Drive
7.13.2.1
To copy XSD and XML files to the local drive:
7.13.3
Loading Schema XSD and Data XML Using BI Publisher
7.13.3.1
To load the Schema XSD and Data XML files:
7.13.4
Selecting Agile PLM Data Fields and Formatting the Template
7.13.4.1
To configure the template and inserting Agile PLM data in the Template
7.13.5
Inserting and Formatting Tables
7.13.5.1
To present Agile data in tabular format:
7.13.6
Inserting Images and Charts in Templates
7.13.6.1
7.13.7
Inserting Thumbnails into Templates
7.13.8
Loading the Template into Agile PLM
7.13.8.1
To load the Template into Agile PLM:
7.14
Configuring DocumentGenerationPX
7.14.1
Configuring DocumentGenerationJavaPX
7.14.2
Configuring Event Masks for DocumentGenerationJava PX
7.14.2.1
To create Event mask and set Event Type:
7.14.2.2
To set up the Event Handler mask:
7.14.2.3
To configure your Script PX or Java PX Handler Type do as follows.
7.14.2.4
To configure the Event Subscriber mask:
7.14.3
Properties File Settings for DocumentGenerationJavaPX
7.14.4
Output Generated by DocumentGenerationJavaPX
7.15
Configuring DocumentGenerationJavaOpen (URL PX)
7.15.1
To setup the URL PX:
7.15.2
Configuring the Properties file for DocumentGenerationJava OpenPX
7.15.3
DocumentGenerationJavaPxOpen Output Sample
7.15.4
Triggering DocumentGenerationPX
7.15.5
Modifying DocumentGenerationPX
7.16
Triggering the Event and Creating the Output File
7.16.1
Configuring the DocumentGeneration WebService PX
7.16.1.1
Steps in the document generation process:
7.16.2
Properties File Settings for DocumentGeneration WebService PX
8
Creating RTF Templates and Updating Data Fields
8.1
Logging into BI Publisher and Loading the XSD and XML Files
8.2
Creating and Configuring Templates in Oracle BI Publisher
8.2.1
To map attributes using BI's Insert > Field:
8.2.2
To map attributes using BI's Insert > Table Wizard's Table option:
8.2.3
To map attributes using BI's Insert > Table Wizard into a Form option:
8.2.4
To map attributes using BI's Insert > Table Wizard into a Free Form option:
8.3
Loading Sample XML Data
9
Conclusion
10
Documentation Accessibility
