How Siebel Uploads Report Templates

The typical steps involved when Siebel CRM uploads the files associated with a report template when you register this template are as follows:

1. You use Oracle Publisher Desktop to create a report template, and then do one of the following:

   1. In a connected client, you click the Upload Files button in the templates list of the Administration - BIP Publisher Reports screen, and then Siebel CRM does the following:

      • Uses the PublicReportServiceService Web service to do the upload.

      • Creates a new folder structure in Oracle Publisher repository.

      • Uploads the RTF and XLIFF files to this new folder structure. This folder uses the same name that the uploaded report uses, and it contains the XLIFF and .xdo report template files. If the RTF and XLIFF files do not exist in this folder structure, then Siebel CRM cannot create the report.

      Oracle Publisher Server creates the XSL file and the XDO report definition file when the user runs the report from the Run Report pane.

      Siebel CRM disables the Generate XLIFF button in a connected client.

      For more information, see How Siebel Runs Reports in Connected Clients and About Oracle Publisher Desktop.

   2. In a disconnected client, you must locate and upload the RTF and XLIFF files because Siebel CRM disables the Upload Files button.

      Siebel automatically generates the XSL file and uploads the XSL, RTF, and XLIFF files to the Siebel Server and Publisher XDO Engine.

      Siebel CRM stores report templates and XLIFF files in the Siebel File System and synchronizes them to the Siebel Server when a Mobile Client does a synchronization.

      All RTF, XLIFF, and XSL files are local to the Publisher XDO Engine when Siebel CRM runs the report. For more information, see How Siebel Runs Reports in Disconnected Clients.

2. In a connected client, Siebel CRM uses the PublicReportServiceService Web service to store the RTF and XLIFF files in Oracle Publisher repository.

3. In a disconnected client, Siebel CRM stores the report templates and XLIFF files in the following folders:

   SIEBEL_ROOT_CLIENT\xmlp\templates SIEBEL_ROOT_CLIENT\xmlp\XLIFF

Siebel CRM Validation Checks When You Upload a Report Template

Siebel CRM carries out the following validation checks when you associate an RTF, XLIFF, or ZIP file with a report template during the upload:

• Makes sure the report template does not already use the RTF file name.

• Makes sure the Template field includes the name of an RFT file.

• Makes sure the XLIFF file name is the same name as the template file name.

• Makes sure the XLIFF field contains the name of an XLF or ZIP file.