This section describes how to get started with creating RTF templates using the Template Builder for Word.
It contains the following topics:
When you open Microsoft Word after installing the Template Builder, you see the Oracle BI Publisher menu. Using this you can perform different tasks.
For versions of Microsoft Word prior to 2007, the menu and toolbar are displayed as shown in the following figure:
For Microsoft Word 2007 users, the BI Publisher commands are displayed in the ribbon format, as shown in the following figure:
Use the menu (or toolbar) to perform the following:
Insert data fields into age RTF templates
Insert tables, forms, charts, and pivot tables
Preview the template in multiple outputs
Browse and update the content of form fields
Validate the template
Perform calculations on fields within the template
Connect to the Oracle BI Publisher catalog to retrieve data to build the template
Upload the template to the Oracle BI Publisher server
Extract boilerplate text into an XLIFF translation file and test translations
You can build and upload the template using a direct connection with the BI Publisher server, or you can build and upload the template in disconnected mode.
Connected mode allows you to make changes directly on the BI Publisher server.
To work in connected mode: