BI Publisher Phases
BI Publisher implementation includes the following phases:
Set up BI Publisher.
Create and register data sources.
Create and upload report templates.
Define BI Publisher reports.
Run, locate, and view BI Publisher reports.
Set Up BI Publisher
To prepare your system for using BI Publisher, perform the following steps:
Step |
Reference |
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1. Define BI Publisher settings. |
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2. Set up BI Publisher permission list security. |
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3. Set up Report Manager. |
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4. Define report categories, including Report Definition Editor security. |
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5. Download design plug-ins to facilitate the offline template design activities. |
Create and Register Data Sources
To create and register data sources, perform the following steps:
Step |
Reference |
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1. Identify or create the source of your report data. Data sources can be PS Query, Connected Queries, XML files, or Composite Query . Note: Rowset and XML Doc object data sources have been deprecated. Rowset and XML Doc object data sources created in previous releases will continue to be supported. To generate XML files from XML Doc or rowsets, refer to PeopleCode API documentation. See Understanding BI Publisher and the BI Publisher Classes. |
See Creating New Queries, Running Queries, andCreating Data Sources. |
2. Register schema and sample data files for BI Publisher data sources. For PS Query, you can automatically generate schema file and sample data. Note: Schema is no longer used for bursting starting in PeopleTools 8.50. It is still available for backwards compatibility. Schema is also used with XSLT Mapper for data transforms. |
Create and Upload Report Templates
To create and upload templates, perform the following steps:
Step |
Reference |
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1. Create and upload schema and sample data. |
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2. Download sample data from the appropriate data source to facilitate template design. |
See Defining Reports. |
3. Use either Microsoft Word or Adobe Acrobat to develop and maintain custom report formats. |
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4. (Optional) Create and maintain reusable sub-template definitions. |
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5. (Optional) Register translation XLIFF files for report templates and Content Library sub-templates. |
Define BI Publisher Reports
To create and maintain report definitions, perform the following step:
Step |
Reference |
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1. Define reports by associating data sources with layout template files. |
See Defining Reports. |
Run, Locate, and View BI Publisher Reports
You can run BI Publisher reports online or in batch through the Process Scheduler. For query-based reports, pages are available for running the reports both online and in batch. To run BI Publisher reports, perform the following steps:
Step |
Reference |
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1. Schedule Query-based BI Publisher reports. |
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2. Schedule other BI Publisher reports. Note: You will need to create an application engine program using BI PeopleCode APIs. |
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3. View Query-based BI Publisher reports online in real time. |
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4. View other BI Publisher reports online in real time. |
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5. Locate BI Publisher reports using enhanced search criteria. |
See Searching the BI Publisher Report Repository, Search Operator Values. |
6. View BI Publisher reports in the Report Manager. |
See Viewing Reports. |