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About Integrating Oracle BI Publisher with Siebel CRM

Oracle Business Intelligence Publisher (Oracle BI Publisher) is the reporting module for Siebel CRM. Siebel Reports integrates with Oracle BI Publisher for report execution and administration. Oracle WebLogic Server and Oracle BI Publisher Server are installed as part of the Oracle BI Publisher Installation.

You might need to install and configure Siebel CRM to use Oracle BI Publisher so that it can run reports. The tasks you perform depend on whether you must use Siebel Reports for the first time or if you are already using it. They also depend on the Siebel CRM version that your deployment uses. If you have an existing Siebel Reports environment, and if you must use the latest report features, then you must upgrade to the latest Siebel CRM Fix Packs 8.1.1.x or 8.2.2.x and do other configuration work for the Siebel application and Oracle BI Publisher.

Some Siebel Business Applications do not require a Siebel client. For example, Siebel Loyalty can use the Oracle BI Publisher libraries to run Oracle BI Publisher reports. You can also use a business service in the XMLP Report server component to request a report without using a Siebel client. This guide does not describe these usages.

For more information about how Siebel CRM integrates Siebel Reports and the architecture it uses, see About the Siebel Reports Architecture.

Each new Siebel CRM release typically introduces new report features and functionality. However, before you can use these latest features for first-time installations, you must perform several postinstallation and configuration tasks. For a step-by-step view of these tasks, see Roadmap for Integrating Oracle BI Publisher with Siebel CRM for First-Time Installations. If you are upgrading from previous releases, you only need perform the instructions in About Upgrading Siebel Reports for Siebel Innovation Pack 2017.