Home >Documents >White Paper - Using BI Publisher for Siebel Proposals

White Paper - Using BI Publisher for Siebel Proposals

Date post:24-Oct-2014
Category:
View:810 times
Download:9 times
Share this document with a friend
Transcript:

An Oracle White Paper September, 2011

Using Oracle BI Publisher for Siebel Proposals

Oracle White Paper Using BI Publisher for Siebel Proposals

Executive Overview ........................................................................... 1 Introduction ....................................................................................... 2 Functionality ...................................................................................... 3 Installation ......................................................................................... 6 Runtime Flow .................................................................................... 7 Configuration Changes ...................................................................... 8 Applets .......................................................................................... 8 Business Components ................................................................. 12 Business Components Fields ...................................................... 12 Table ........................................................................................... 13 Business Objects ......................................................................... 13 Link.............................................................................................. 14 Picklist ......................................................................................... 14 View ............................................................................................ 14 Workflow Process ........................................................................ 14 Business Service ......................................................................... 15 Testing ............................................................................................ 23 Workflow Process ........................................................................ 23

Oracle White Paper Using BI Publisher for Siebel Proposals

Executive Overview

This document details how to use the Siebel Reporting integration with Oracle BI Publisher for generating Siebel Proposal type documents. The Siebel CRM and Oracle BI Publisher integration exists for authoring and generating reports, however with the Report Business Service it can also be used to generate other types of document like Proposals or Quotes and attach the output to the chosen entity. This white paper is not intended to replace or reuse any of the standard Siebel Proposals functionality using the Document Server, it is intended to illustrate how to use a customised solution with the Report Business Service for generating standard documents and attaching the output to an entity as a standard Siebel attachment. The solution should work with any Siebel BI Publisher integration where the Report Business Service is available. For this white paper, the solution was tested with Siebel Web Client 8.1.1.5 and Oracle BI Publisher 10.1.3.4.1. Please note that this technical white paper details example configurations and the steps required may be different for various environments and architectures.

1

Oracle White Paper Using BI Publisher for Siebel Proposals

Introduction

The solution offered in this white paper could provide the following benefits: For customers already using Siebel BI Publisher integration for reporting, with similar requirements to generate standard Proposal or Quote documents and attach them to the parent entity, this solution can be used and would remove the requirement for a another document generation engine (Document Server), reducing total cost of ownership (TCO) in the enterprise. For multilingual requirements, using this solution only requires a single Proposal template since translation of the template is done via .xlf files registered on the BI Publisher server. This standardized process reduces the maintenance overhead of multilingual templates. Using BI Publisher for document generation offers many output formats, in particular the option to output in PDF (read only) format. This is in addition to .RTF format, which is the only format available with the Document Server solution. Using BI Publisher for document generation is much more scalable in comparison to the existing Document Server solution. The BI Publisher server can be scaled, load balanced, clustered for failover, and also handles high concurrency. It is also deployed as a java application that can run on many platforms. Document Server can only run on Microsoft Windows, cant be clustered or load balanced, and runs in a sequential mode.

2

Oracle White Paper Using BI Publisher for Siebel Proposals

FunctionalityThe solution offered in this white paper provides the following functionality:-

A new view and applet for an Opportunity, similar to the Proposals view where a user can generate documents against an Opportunity by clicking on the Generate Proposal button. The same concept can be applied to any Siebel entity. An Auto Proposal button which quickly creates a new record for the document generation with pre defined defaults.

Figure 1. Screenshot showing detail view / applet where user can click Generate Proposal and Auto Proposal.

The user has the ability to choose the output type from a pre defined List of Values. For example, RTF or PDF output format. All file types that can are supported by the Siebel Reporting integration with Oracle BI Publisher are possible. The user has the ability to choose a document output language, the generation of multilingual documents works in exactly the same manner as for Siebel Reports. The user can choose the report template to use for the document generation. Note that all templates must exist and be registered as a report template. If users wish to create their own templates and share them with other users, this is the same as standard Siebel reporting functonality.

3

Oracle White Paper Using BI Publisher for Siebel Proposals

Figure 2. Screenshot showing the selection of a Proposal template.

In this concept the user can enter a query (also useful for testing purposes) for the document generation. In your solution you may want to add logic to pre define the query (QuerySpec input property) passed for document generation and remove this field. The value of the Query Spec used must be in the correct notation, similar to below:

Figure 3. Screenshot showing the Query Spec field on the applet.

Once the Generate Proposal button is clicked, the report is generated via the Report Business Service and the Oracle BI Pbulisher server. The output is retrieved and stored in the Siebel File System as an attachment to the parent entity. The report is also registered in the My BI Publisher Reports view.

4

Oracle White Paper Using BI Publisher for Siebel Proposals

Figure 4. Screenshot showing the generated document in the Attachments applet.

Temporary documents stored are also cleaned up. Logging statements exist for easy debugging. An example Workflow Process is included to test the report generation via the Business Service Simulator. The Business Service is intended to be generic, meaning for each applet and entity where you wish to generate documents, you only need to change the Applet Server Script input properties for report generation and attaching the file.

The solution offered in this white paper does not provide the following: The Proposal library and template views and temapltes are not used in any way. All templates must exist as Siebel Reports templates and be registered in the Reports views. The Document Server is not used at all in this solution. This solution does not allow for BI Publisher reports to be included in Proposals generated via the Document Server. The solution was tested on the Siebel Web Client. It has not been tested on the Mobile / Dedicated Web Client.

5

Oracle White Paper Using BI Publisher for Siebel Proposals

InstallationAn overview of the installation steps to enable this solution is detailed below; it is assumed that a working Siebel BI Publisher integration for Siebel reporting is already present and that the Report Business Service exists in the repository. For more information on the Report Business Service please see Oracle Support document Siebel BI Publisher 8 Reports Business Service (Doc ID 823360.1). The installation steps are as follows:-

Siebel Tools

Please note, the steps below using the archive files provided offer a fast way to import the new objects and changes into the repository. 1) Extract the .zip file. Lock projects (XMLP Integration, Table Opty, Oppty (SSE)) in Tools 2) Import BI Publisher Proposals.sif 3) Observe the proposed changes and choose to Overwrite changes or just keep the default Merge option. 4) Apply the table changes (click Apply/DDL > choose Apply) 5) Deploy the Workflow Process if required. 6) Stop Siebel Server, Compile SRF, Restart Siebel Server

Siebel Application

7) Add new view, create new responsibility (optional) and associate the new view (Opportunity BI Publisher Proposals View) to the relevant responsibility. 8) Add new List of Values for XMLP_PROPOSAL_OUTPUT_TYPE depending on which output types you want. This LOV can also be multilingual. 9) Clear cache, Re-login to Siebel application

6

Oracle White Paper Using BI Publisher for Siebel Proposals

Runtime FlowA detailed overview of the runtime flow for this solution:User makes applet selection for Proposal

Generate Proposal button invokes method GenerateBIPReport()

Applet Server Script method GenerateBIPReport() captures input values

Input values passed to BIP Proposals Business Service, method ExecuteBIPReport()

Input values for Report Generation Input values for where to Attach output

Popular Tags: