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:

Term	Definition
System Properties	System level properties are set in the xdo.cfg file. System level properties include: xslt-parser xslt-scalable system-cachepage-size system-temp-dir fonts

Term

Definition

System Properties

System level properties are set in the xdo.cfg file. System level properties include:

xslt-parser
xslt-scalable
system-cachepage-size
system-temp-dir
fonts

Term	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.	Reporting Tools > BI Publisher > Setup > BIP Global Properties
Report properties	Properties are defined in the report definition and override global properties for a single report.	Reporting Tools > BI Publisher > Report Definition > Properties See Setting Report Properties.
Runtime properties	Override report properties.	Runtime properties are set at runtime through ReportDefn.SetRuntimeProperties PeopleCode API.