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Uploading Preconfigured Report Layout Templates to Oracle BI Publisher Server

Siebel CRM ships with preconfigured report layout templates. To make these report layout templates accessible to users in connected mode, you must upload them to Oracle BI Publisher Server. For a comprehensive list of the preconfigured reports that ship with Siebel CRM, see 876284.1 (Article ID) on My Oracle Support.

NOTE:  The instructions in this topic are not applicable for new reports you create or modify while in disconnected mode. Such reports require deployment to the Siebel Web Client.

CAUTION:  If the report layout templates are not uploaded to Oracle BI Publisher Server, when a user attempts to run a report, an error occurs and the report fails.

This task is a step in Roadmap for Integrating Oracle BI Publisher with Siebel CRM for First-Time Installations.

To upload preconfigured report layout templates to Oracle BI Publisher Server

1. Navigate to the Administration - BI Publisher Reports screen, then the Reports - Standard Templates view.
2. From the application-level menu, select Edit, and then Select All.

   NOTE:  If you receive a SBL-RPT-50582 error message, upload the preconfigured reports individually. This error means that a valid XLIFF or ZIP file has not been associated with the report.

3. Click Upload Files.

   NOTE:  When you create your own custom reports, you must upload the report template and associate it with a view before you can use that report.

4. Navigate to the Administration - BI Publisher Reports screen, then the View Association view to associate the Account List report to the Account List view.

   The Account List report layout template is now available to the Siebel application for use in generating reports.

5. Verify Oracle BI Publisher integration by logging in to Oracle BI Publisher Server with administrative privilege.
6. Test report generation by performing the following:
   1. Navigate to the Accounts screen, then the Accounts List view.
   2. Perform a query that returns approximately 30 records.
   3. In the application toolbar, click the Reports button.
   4. In the BI Publisher section, choose Account List.
   5. (Optional) Select the report output type, and then click Submit.

      NOTE:  If you receive error message SBL-RPT-50524 or SBL-EAI-50228, even though you have applied Siebel CRM Fix Pack 8.1.1.11 (or 8.2.2.4), see 1542583.1 (Article ID) on My Oracle Support for resolution.