Understanding BI Publisher Setup
Before using BI Publisher, there are some set up tasks necessary to set up the environment and facilitate template design. This table lists the categories for the set up tasks:
Set Up |
Description |
---|---|
Properties |
Properties for BI Publisher can be set at four levels. System and global properties should be configured as part of the initial set up for BI Publisher. |
Security |
Security is defined for creating and editing report definitions. |
Template Design |
Template Builder is an extension to Microsoft Word that simplifies the development of RTF templates. Template Builder can be downloaded from PeopleSoft Pure Internet Architecture page or Oracle Technical Network (OTN). |
BI Publisher Properties
There are two types of properties used in BI Publisher:
Field or Control |
Definition |
---|---|
System Properties |
System level properties are set in the xdo.cfg file. System level properties include:
|
Field or Control |
Definition |
---|---|
Non-system Properties |
Non-system or functional properties are set in PeopleSoft Pure Internet Architecture. |
Property Definition Levels
There are four levels where properties are defined, this table lists the levels:
Level |
Description |
Location |
---|---|---|
System properties and fonts |
System properties and fonts. |
xdo.cfg file |
Global properties |
Global properties are shared by all reports and override the xdo engine default property values. |
|
Report properties |
Properties are defined in the report definition and override global properties for a single report. |
|
Runtime properties |
Override report properties. |
Runtime properties are set at runtime through ReportDefn.SetRuntimeProperties PeopleCode API. |