Contents

Document Publishing Solution

• 1 Executive Overview
• 2 About this Whitepaper
  • 2.1 New in Release 9.3.4
    • 2.1.1 New in the Second Revision of Release 9.3.3
  • 2.2 New in the First Revision of Release 9.3.3
    • 2.2.1 Accessing the BI Server
    • 2.2.2 New in Release 9.3.2
  • 2.3 Content and Organization
  • 2.4 Intended Audience
  • 2.5 References
    • 2.5.1 The Document Publishing Blog
    • 2.5.2 Oracle Agile PLM
    • 2.5.3 Oracle BI Publisher
  • 2.6 Document Accessibility and Oracle Support
• 3 Introduction
  • 3.1 Solution Architecture
  • 3.2 Operating Environment
    • 3.2.1 Oracle Agile PLM Components
    • 3.2.2 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 Viewing and Testing the Template
  • 3.8 Combining XML Data with Template - Publishing the Document
• 4 Setting Up the Environment for Document Publishing
  • 4.1 Configuring Agile PLM Administrator
  • 4.2 Configuring Agile PLM Server
• 5 Installing and Setting Up BI Publisher Desktop 11.1.1.7.0
  • 5.1 Setting Up BI Publisher 11g for PLM Release 9.3.2 and Earlier Releases
• 6 Performing Agile PLM Administrator Configurations
  • 6.1 Creating the DocumentTemplate Subclass
    • 6.1.1 To create the DocumentTemplate Subclass:
  • 6.2 Setting the Title Block Number Fields
  • 6.3 Configuring Information Objects
    • 6.3.1 Defining Page 2 Fields for the Object
  • 6.4 Defining Agile Content Services Filters for XML and HTML Data Files
    • 6.4.1 Font Mapping Constraints for Large Text Content and BI Publisher Reports
• 7 Agile PLM Server Configurations
  • 7.1 Understanding Process Extensions and Events Framework
  • 7.2 Using Oracle-Supplied Document Publishing PXs
    • 7.2.1 Accessing the Oracle Supplied 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 Naming Convention for DocumentPublishing Events and Event Handlers
    • 7.10.2 To run the PXs:
  • 7.11 Configuring the DataGenerationPX
    • 7.11.1 Configuring Event Components for DataGenerationPX
      • 7.11.1.1 To create Event masks and set Event Types:
      • 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 for PLM Release 9.3.2 and Lower
    • 7.13.1 Import statements for BI Publisher 10G embedded in Agile PLM 9.3.2 or lower
    • 7.13.2 Import statements for BI Publisher 11G embedded in Agile PLM 9.3.3 and higher
  • 7.14 Building BI Publisher Templates
    • 7.14.1 To configure the template
    • 7.14.2 Copying XSD and XML Files to the Local Drive
      • 7.14.2.1 To copy XSD and XML files to the local drive:
    • 7.14.3 Loading Schema XSD and Data XML Using BI Publisher
      • 7.14.3.1 To load the Schema XSD and Data XML files:
    • 7.14.4 Selecting Agile PLM Data Fields and Formatting the Template
      • 7.14.4.1 To configure the template and inserting Agile PLM data in the Template
    • 7.14.5 Inserting and Formatting Tables
      • 7.14.5.1 To present Agile data in tabular format:
    • 7.14.6 Inserting Images and Charts in Templates
    • 7.14.7 Inserting Thumbnails into Templates
    • 7.14.8 Loading the Template into Agile PLM
      • 7.14.8.1 To load the Template into Agile PLM:
  • 7.15 Configuring the DocumentGenerationPX
    • 7.15.1 Configuring DocumentGenerationJavaPX
    • 7.15.2 Configuring Event Masks for DocumentGenerationJava PX
      • 7.15.2.1 To create Event mask and set Event Type:
      • 7.15.2.2 To set up the Event Handler mask:
      • 7.15.2.3 To configure your Script PX or Java PX Handler Type do as follows.
      • 7.15.2.4 To configure the Event Subscriber mask:
    • 7.15.3 Properties File Settings for DocumentGenerationJavaPX
    • 7.15.4 Output Generated by DocumentGenerationJavaPX
  • 7.16 Configuring DocumentGenerationJavaOpen (URL PX)
    • 7.16.1 To setup the URL PX:
    • 7.16.2 Configuring the Properties file for DocumentGenerationJava OpenPX
    • 7.16.3 DocumentGenerationJavaPxOpen Output Sample
    • 7.16.4 Triggering DocumentGenerationPX
    • 7.16.5 Modifying DocumentGenerationPX
  • 7.17 Triggering the Event and Creating the Output File
    • 7.17.1 Configuring the DocumentGeneration WebService PX
      • 7.17.1.1 Steps in the document generation process:
    • 7.17.2 Properties File Settings for DocumentGeneration WebService PX
• 8 Creating RTF Templates and Updating Data Fields