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Siebel Reports Guide
What's New in This Release
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Overview of Siebel Reports
About Siebel Reports
Types of Users Who Use Siebel Reports
Scenario for Customizing Reports
How Users Run Reports
Output File Types That Siebel Reports Supports
How Siebel CRM Creates Reports
About Oracle BI Publisher Desktop
Overview for Using This Book
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Running Reports
Running Reports in Siebel CRM Clients
Setting User Preferences for Siebel Reports
Running Reports
Monitoring Report Status
Viewing Report Output
Deleting Reports
Scheduling Reports
Monitoring, Suspending, Viewing, and Deleting Scheduled Reports
Using Report Parameters to Filter Reports
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Integrating Oracle BI Publisher with Siebel CRM for Siebel Innovation Pack
About Integrating Oracle BI Publisher with Siebel CRM
Requirements for Using Siebel Reports for First-Time Installations
Roadmap for Integrating Oracle BI Publisher with Siebel CRM for First-Time Installations
Preparing for Integration of Oracle BI Publisher with Siebel CRM
Process of Installing Oracle BI Publisher for Integration with Siebel CRM
Installing Oracle Business Intelligence Publisher Enterprise
Installing Oracle Business Intelligence Publisher Add-in for Microsoft Word
Copying JAR Files to Oracle BI Publisher Server
Enabling External File References on Oracle BI Publisher Server
Starting and Stopping Oracle WebLogic Server and Oracle BI Publisher
Upgrading to the Latest Oracle BI Publisher Patch
Configuring an Outbound Web Service for Siebel Reports
Enabling Siebel Server Component Groups for Siebel Reports
About Security and Authentication for Siebel Reports
About Oracle Business Intelligence Enterprise Edition Coexistence with Siebel Reports
About Configuring Security and Authentication for Siebel Reports
Configuring Security and Authentication for Siebel Reports
Setting Up and Enabling the Siebel Security Model for Siebel Reports
Setting Responsibilities in the Siebel Application
Configuring Security and Authentication for Siebel Reports Using LDAP
Configuring Siebel Reports in a Web Single Sign-On Environment
Adding an Explicit Reference to a Container URL for Oracle BI Publisher Server
Implementing EAI File Handling Changes for Siebel Reports Generation
Uploading Preconfigured Report Layout Templates to Oracle BI Publisher Server
Process of Enabling and Configuring Report Scheduling
Configuring the Data Service WSDL for Oracle BI Publisher Server
Verifying Symbolic URL Arguments That Embed the Oracle BI Publisher Scheduling Views in the Siebel Application
About Upgrading Siebel Reports for Siebel Innovation Pack 2017
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Administering Siebel Reports
Doing Typical Administrative Tasks
Disabling the Reports Button
Making Sure Siebel CRM Displays The Report Status
Making Sure Fonts Are Available for Reports
Managing Report Notifications
Viewing Report Usage Statistics
Configuring Siebel CRM to Automatically Delete Reports
Optimizing the Performance of Siebel Reports
Setting the Waiting Period
Setting the Polling Interval
Setting Concurrency Parameters
Optimizing Reports That Include Thousands of Records
Administering Multilingual Reports
How Siebel CRM Runs Multilingual Reports
Creating Multilingual Reports
Administering Signatures in Reports
Creating and Modifying an Integration Object for Signatures in Reports
Customizing a Report Template for Signatures
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Siebel Reports Architecture
About the Siebel Reports Architecture
Overview of How Siebel CRM Runs Reports in Clients
How Siebel CRM Runs Reports in Connected Clients
How Siebel CRM Runs Reports in Disconnected Clients
How Siebel Reports Uses Integration Objects
Computer Languages That Siebel Reports Uses
About the Report Business Service
Directory Structure That Siebel Reports Uses
How Siebel CRM Controls Access to Reports
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Customizing Siebel CRM Reports
Process of Creating Custom Reports
Creating Report Templates
Registering Report Templates
Associating Report Templates with Views
Specifying the Siebel CRM Data That Report Templates Use
Modifying Integration Objects
Creating XML Files from Integration Objects
Reducing the Amount of Data That Integration Objects Transfer
Defining Optional Fields When Registering Report Templates
Allowing Users to Choose The Records That a Report Contains
Sharing Report Templates
Customizing Reports That Use Parameters
About Report Parameters
Adding Report Parameters to Report Templates
Report Parameter Types You Can Specify
Adding Scrollbars to the Parameters Section of the Run Report Pane
Customizing Other Options for Siebel Reports
"Modifying the Sequence of Report Names in the Run Report Pane" on page 114
Modifying the Sequence of Report Names in the Run Report Pane
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Customizing Master-Detail Reports
About Master-Detail Reports
Viewing the Report Template of a Master-Detail Report
Creating a Master-Detail Report Template in Microsoft Word
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Deploying Reports
Process of Deploying Reports
Preparing the Deployment Environment
Packaging the Report Files in the Development Environment
Deploying the Report Files to the Production Environment
Packaging Report Database Records in the Development Environment
Deploying Report Database Records to the Production Environment
Deploying Integration Objects to the Production Environment
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Troubleshooting Siebel Reports
Enabling and Disabling Logging for Siebel Reports
Enabling Logging for Siebel Reports in the Siebel Application
Enabling Logging and Debugging on the Oracle BI Publisher Server
Enabling and Disabling Debugging in Disconnected Clients
Fixing Class Not Found Errors
Fixing Class Not Found Errors When Previewing Reports in Microsoft Word
Troubleshooting Error Messages for Siebel Reports
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