Oracle BI publisher intro

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BI Publisher Introduction

Page 2© 2009 Oracle Corporation – Proprietary and Confidential

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Contents

• Reporting for Business Users

• Challenges with Traditional Reporting Tools

• BI Publisher Benefit

• Reporting Life Cycle with BI Publisher

• BI Publisher 11G - Next Generation Reporting Platform


Reporting for Business Users

EmpoweringEnabling



I want to report against corporate data and combine with my data without

asking to our IT…

I don’t want to go to another training class!



I need a accurate data that I can understand, then I want to use my

Excel to do analysis

Can I just use my browser (including iPhone/iPad) to browse and interact

with my reports ?



I need a report against many different data sources and combine them without waiting for my IT folks.

I’m a Super Excel guy. I don’t need another training!

I need a accurate data set that I can understand, then I want to use my

Excel to do analysis

Can I just use my browser (including iPhone/iPad) to browse and interact

with my reports ?

Minimal Training

Enterprise Data Model

Standard Web Reporting

Self-Service, Rapid to Deployment


BI Publisher for Business Users

How can we provide a reporting tool for Business Users to

• Create any kind of reports with any kind of data

• Generate it in any kind of formats

• View at any kind of platform

• Link and Filter with any kind of data

• Deliver it to any kind of destination

in a very rapid and simple way ?


Reporting for Business UsersSelf-Service, Rapid to Deployment

• Pure Web and Intuitive

Experience for Development

and Design

• Offer More Design Options to

Business Users

• Single Tool for Different

Reporting Types

• Global Data Model combined

with Local Data

• Unlimited Interactivity with

Reporting Data to Explore for

More Insight


Reporting for Business UsersMinimal Training – Many Reports Design Options

I can start right away without installing

anything!

I can use MS Word to design high fidelity layout documents

I’m in Finance

I already have a lot of Excel reports

Layout Editor

RTF Template

Excel Template


MasterCard Worldwide

Result

• 3 days and 1 person to implement POs

• 12x faster w/ 1/3 fewer people

Challenge

• 90 days and 3 people (incl. 3rd party vendor) to implement POs

• 50 Operating Units

Easier, FasterDevelopment


MasterCard WorldwideBI Publisher vs. Traditional Reporting Tools

3 Months 3 Days


MasterCard WorldwideBI Publisher vs. Traditional Reporting Tools

Before : 3 Persons to Develop (Developer, Business Analyst, Consultant from the Vendor)

After : 1 Person to Develop (Business Analyst)


Reporting for Business UsersDifferent Output Types for Different Use Cases

Oracle BI Publisher

Presentation

Review

Offline InsightCompliance/ Regulatory

Interactive Insight

Analysis

Monitor/ Manage


Reporting for Business UsersMobile Reporting

• Support All Enterprise

Standard Browsers

• Optimization for iPhone and

iPad

• HTML5 Native Support for

Interactive Reporting

Experience

Develop Once, Viewed by Any

Standard Web Browser


Reporting Experience with BI Publisher


Reporting - InteractivePurely Web, No Coding, Automatic

• Pure Web User Interface

• Both Design and View

• No Client Installation, Any standard

browser including Mobile

• Reports Creation with No

Coding, No Scripting

• Only with Mouse and Click

• Automatic Data Linking and

Filtering

• Unlimited possibility of data linking


Reporting - InteractiveClick, Drill Down, Filter

Data is filtered by selection

Drill down in Pivot Table

You can click on any data point to filter data

Current Selection


Reporting - InteractiveSort, Filter, Scroll

• Dynamic Filtering/Sorting

like Excel

• Instant Response with In-

Memory cached data

• Automatic Data Loading

as Scroll


Interactive Reporting – Outstanding SpeedInstant Reporting Experience

• Adoptive Report Caching

The more you use the report learn how

you use and cache the report output per

object

3 Level Calculation Caching

• Report Data Caching

Auto Refresh

Shared or per User Cache

• Report from History

You can report from any point of

historical report data snapshot


Reporting – InteractivePrint, Send, Save

• Supports Most of

Customers Requested

Report Output Types

• Supports all the outputs for

Print, Send, and Save

• Provide Pixel-Perfect

Layout and Fomatting

Design Once, Viewed in

Any Format


Reporting – Static ReportCustomer Facing Documents

• Purchase Order

• Invoice

• Dunning Letter

• Shipping

• Labels /Bar Code

• Check /Signature


Reporting – Static ReportCustomer Facing Documents

• Marketing Pamphlet

• Contracts

• Collaterals


Reporting – Static ReportFinancial Report

• Hierarchical

Account Structure

• Group Total

• Pivoting

• Custom

Calculation/Aggrega

tion Rules

• Flexible

Number/Currency

Formatting

• Complex

Conditioning for

Business Rules


Reporting – Static ReportGovernment Forms

• Strict Layout Requirements


Reporting – Static ReportElectronic Data Transfer/ eText

• EDI

• EFT

• Fixed Width

• Tab Delimited


Reporting – Static ReportManagement and Production Report

• Minimal access to the data source

• Real Time Data

• High Speed Report Processing

• Parameterized Reporting

• Scheduling

• Bursting

• Delivery


Reporting – Office IntegrationExcel Analyzer

• View Reporting

Data and Analyze in

Excel

• Customize layout

and upload to Share

• Dynamic Parameter

• Dynamic Layout

Template Options

• Refresh Only Data

or With Format


Reporting – Office IntegrationWord/Power Point

• Support Multiple

Slide grouping for

PPT

• Header/Footer

• Page Break for

Word

Design Once, Viewed

in Different Outputs


Challenges with Traditional Reporting


Challenges with Traditional Reporting

• Reporting Server Maintenance

• Reports Development

• Reports Maintenance


Reporting Server Maintenance

Nightmare


Reporting Challenges

Requirements are Diverse

• High Fidelity Reports

• Partner Reports

• Financial Statements

• Government forms

• Marketing materials

• Contracts

• Checks, Labels

• XML

• EFT / EDI

• Multiple destinations

Reports

Checks

Labels

Invoices

XML / EFT / EDIDestinations



Complex Infrastructure

Check Print

Server

Payment

Server

Invoice

Server

Report

Formatter

Reports

Label

ManagerLabels

Delivery

Server

Checks

XML / EFT / EDI

• Multiple reporting solutions

• Highly-skilled engineers

required to maintain servers

and report formats

Costly

Time consuming

Complex systems

Expensive maintenance

Labor intensive

Invoices

Destinations


Challenge for BI Publisher

How can we provide a single and complete reporting platform that:

• Support variety types of Reporting

• Is Easy to Develop Reports and Simple to Maintain

• Scale up to support all the Enterprise Reporting Needs


InteractiveView

Management Reporting

Office Integration

Mobile Production Reporting

Complete Enterprise Reporting PlatformAnything is Possible with BI Publisher

Electronic Transaction

EFT/ EDI

Financial Reporting

Customer Facing

DocumentsGovernment Form

Check/ Printing


BI Publisher – Enterprise Reporting Platform

Traditional Reporting Tools BI Publisher

Time to

Deployment

(starting from

installation to

reports delivery)

Months Days

Maintenance High maintenance, proprietary report

programming languages require

expensive specialists and consultants

No coding/scripting for standard

reports

Standard Java/XML for advanced

reports

Production System

Support

Huge load on the transactional Data

Base, shuts down the operation

Data is Processed, Calculated,

Aggregated, Joined on BI Publisher

instance, not on the data source.

Global Deployment Multiple Instances required for each

additional language support

Dependence on Printer Character

sets require language specific printers

Single Instance to Support True

Global Deployment

Standard Translation Support

True BI-Directional Language

support


Reports Development

Nightmare


Reports Development ChallengeComplicated Reporting Tools, Not Clear Report Requirements

Why does it always take

them so long to get a requested

report ?

I just don’t understand this

tool. It’s too complicated…

It never come back the way I requested…

Why ?

These design requirements

are not clear…

ITBusiness


Reports Development with BI PublisherMinimal Training – Many Reports Design Options

I can create reports with

my browser, so

intuitive !

I use Word everyday to

create document

I’m an Excel guy

I can start right away!

Online Editor

Word Template

Excel Template


BI Publisher Reports Design Options

• Layout Editor – Web Browser

• RTF Template – MS Word

• Excel Template – MS Excel

• PDF Template – Adobe Professional

• Flash Template – Adobe Flex Builder

• eText Template – MS Word

• XSL Template – Any XML/Text Editor


Reports Development Before and After BI Publisher


Time to Start Weeks (if not Months) Days

Reports Author IT Developers Business Users

Reports

Development Tools

Desktop application installation is

required

Vendor Proprietary tools

Vendor specific reporting programing

language

Pure Web Interface

Depends on user’s preference there

are variety of reports design options

Reports

Development

Environment

Need to be connected to database Offline Development environment

No need to connect to database for

the development

Wide variety of output options for

review

Reports

Deployment

Need to compile and publish

Difficult to share, hard to get

feedback quickly

No compile, No publish

While being developed it’s available

for review on a single instance


Reports Maintenance

Nightmare



Difficult to Maintain

Data logic Layout

Translation

• 1 Query

• 10 Layouts

• 10 Translations

= 100 report files

High development cost

High customization cost

Difficult upgrade

Combined query, layout, and translation

1 Query 10 Layouts

10 Translations


BI Publisher Benefits

Simplified Report Maintenance

Separate query, layout, and translation

Report

output

Flexibility

Reduced maintenance

Data Logic

Layout

TranslationBI Publisher


BI Publisher vs. Traditional Reporting Tools

Requirement:

Same data set, 10 different layouts, 10 languages to support


Master CardBI Publisher vs. Crystal Reports

200 Reports 30 Reports


Reports MaintenanceSeparation of Data, Layout, Translation


Time to Update a

ReportDays Minutes

Maintenance Need to develop a complete report for

each user’s requirement, each

business requirement

Develop just a report layout for each

user’s requirement, each business

requirement

Share a same data set

Maintained By IT Developers/Administrators Business Users

Global Deployment Need to duplicate reports for each

language translation

If you need to support 10 languages

you need to have 10 different report

definition files

Translation is completely separated

and is applied dynamically only at

the runtime

No need to duplicate reports, just

one single report definition

# of Reports to

Maintain

Huge

1 Data Set x 10 Different Layout

Requirements x 10 languages support

= 100 Reports Definition files

Small

1 Data Set + 10 Layouts + 10

languages support = 1 Report

Definition


Reporting Life Cycle with BI Publisher


Reporting Life Cycle

ViewCreate

ReportData Model


Reporting Life Cycle with BI Publisher

Data

Model

• Define Data Model

• Set Business View

• Join Data Sets

• Custom Measure/ Aggregation

Create Report

• Select Data

• Insert View Components

• Format

• Design Layout

View

• Interact with Reporting Data

• View Current or History

• Schedule

• Deliver

• Republish


BI Publisher Data Model


Data Model – Data Model EditorTrue Data Modeling Experience in Browser


• Define Data Model

• Graphical Query Builder

• Link between Data Sets

• Various Data Types

• Custom Calculation Column

• Aggregation Column

• Real Time Data or Caching

• Data Source Recovery

• Shared and reused for any

report and secured


Data Model – Scale to EnterpriseBusiness View/ Enterprise Secured Data Access

• Model Once, Used by As Many

Reports

• Business View for Single

Source of Truth

• Secured by Roles and

Permissions

• Shared Data and Local Data to

be Combined

• Federated Queries

• Virtual Private Data support for

Data Security

• Data Connection Recovery


Data Model - Data SourceVarious Data Source Types

• Database

• OLAP

• Web Service

• HTTP/RSS

• XML

• Oracle BI Answers

• Oracle BI Semantic Layer

• Excel

• LDAP

• ADF View Object


Data Model - Excel Data SourceHybrid Data Source Support

• Excel Native Data as Data

Source

• No Need to Convert to CSV or

XML

• Just Upload from the UI

• Join/Concatenate/Aggregate

with Global Data Model, such

as Database Transactional

data, OLAP, DW, etc


Data Model – Query BuilderOnline Query Building Experience in Browser

• Pure Web Interface

• Support for Any Database

and Oracle BI Semantic

Layer

• Table Joins

• Condition

• Sorting

• Data Preview


Data Model – Event Trigger

Advanced Business Logic

• Custom Business Logic

Function with PL/SQL

• Run Business Logic Function

Before and/or After Report

Data Generation

• Dynamic Report SQL Query

Construction

• Custom Calculation

• Dynamic Data

Insert/Update/Delete


Data Model – Data FilteringParameter and List of Values

• Parameter Reorder

• Parameter Types

• Free Text

• Menu – Select List

• Search

• Date

• Multiple Values Selection

• Cascading Parameter Selected

Values


Data Model – Custom ColumnAggregation and Calculation

• Aggregation Column – Top

Level/ Data Set Level

• Custom Calculation Column

• Automatic Aggregation

Just drag & drop, now you

have an aggregation column

• Graphical UI

Calculation/Expression

Builder


Report Design with BI Publisher


Reports Design with BI PublisherMinimal Training – Many Reports Design Options

I don’t want to install

anything!

I use Word everyday to

create document

I’m in Finance

Already have many reports in

Excel

Layout Editor

RTF Template

Excel Template


BI Publisher Reports Design Options

• Layout Editor – Web Browser

• RTF Template – MS Word

• Excel Template – MS Excel

• PDF Template – Adobe Professional

• Flash Template – Adobe Flex Builder

• eText Template – MS Word

• XSL Template – Any XML/Text Editor


Report Design – Online EditorPure Web User Experience

Best Fit Reporting Type

• Interactive Reporting

• Production Reports

• Pixel Perfect Reports

• Invoices, Purchase Orders, Financial

Statements…

Features

• Intuitive and Flexible Reports Design

Experience

• No Coding/Scripting

• Context Sensitive Ribbon tool bar

• Chart, Pivot Table, Table, Grid,

Image, etc

• Conditional Formatting/ Filter

• Custom Calculation (Formula)


Report Design – Online EditorIntuitive Design Experience

• Context Sensitive Ribbon tool

bar

• Number/Date Format

• Font

• Sorting

• Title, Header, Footer

• Grid Layout Control

• Nested Tables

• Drag to Pixel Sizing

• Report Header / Footer

• Page header / footers

• Page breaks


Report Design – Online EditorFeature Rich Chart Options

• 42 Chart Types

• 14 Chart Styles

• Drag and Drop

• Filtering

• Top N/Bottom N

• Switch between Chart and

Pivot

• Many Chart Property

Option


Report Design – RTF TemplateMS Word Users, Advanced Pixel Perfect Design


• Customer Facing Reports, Invoices, Purchase Orders, Financial Statements…

Features

• Support Native Word Features

• Report Preview within MS Word

• Report Design Wizard

• XSL/XPATH/FO Standard Support for Advanced Design

• Sub-Template

• Style Template



• Watermark

• Variables

• Conditions

• Table/Chart/Pivot Table

• Check Box

• Image (Embedded, URL, Database)

Need Screenshots



Style Template

• Consistent and Standard Report Layout and Formatting for

• Header/Footer

• Table

• Paragraph

• Heading

• Translation Support

Need Screenshots



Sub-Template

• Reusing a common layout or component (such as a header, footer, or address block)

• Handling parameterized layouts

• Handling dynamic or conditional layouts

• Reusable Business Logic/Formula

Need Screenshots


Report Design – Excel TemplateMS Excel Users


• Financial Reports

• Production Reports

Features

• Multiple Sheets

• Native Excel Output

• Parameter

• Native Header and Footer

• Preserve Layout Orientation

• Support Custom Function

• Dynamic Hyper Link


Report Design – PDF TemplateRegulatory, Government Forms


• Government Forms

• Third Vendor Forms

Features

• Groups

• Repeating Fields

• Page Number

• Page Breaks

• Check Box

• Radio Button

• Calculation

• Updatable/Read-Only options

• Digital Signature


Report Design – Flash TemplateMS Excel Users


• Management Reports

• Interactive Reporting

• Offline Reporting

Features

• Flash Animation

• Unlimited Reports Interactivity

• Flexible Reports Development


Report Design – eText TemplateEDI/EFT


• Financial Data Transmission

• Payment Method to Bank

• Business Documents Exchange

Features

• Development with MS Word

• Fixed Position

• Tab/Comma Delimited

• Sorting

• Condition

• Number/Date Formatting

• Expressions/Functions


Report Design – XSL TemplateXML Developers, Complete Flexibility


• Pixel Perfect Reports with Very Complicated Logics

Features

• Support XSL Standard –XSL/XPATH/FO


Scheduling and Delivery with BI Publisher


Layout Templates

XML

EDI

EFT

Output Formats Destinations

BI Publisher

PDF

HTML

Excel

Power

Point

CSV

Flash

RTF

Email

Printer

Fax

e-Commerce

Repository

Data Sources

• Word

• Acrobat

• JDev

Layout Tools

• Excel

• Flex

• Others

BI Publisher Reporting Life Cycle… From Data to Destination …

Web Services

Oracle 10g, Oracle BI EE,

Oracle BI Apps SQL Server

E-Business Suite,

PeopleSoft,Siebel, JDE

OLAP

XSL


Scheduling

• Recurrence patterns

• Hourly

• Annually

• Specific Dates

• Multiple outputs

• Job & History

Management

• Send from History

• Dedicated Schedule &

Delivery Servers



• Hourly

• Annually

• Specific Dates


• Job & History

Management


• Dedicated Schedule &

Delivery Servers

Scheduling



• Hourly

• Annually

• Specific Dates


• Job & History

Management


• Dedicated

Schedule & Delivery

Servers

Scheduling


Track delivery status of multiple output

Send output after delivery


• Hourly

• Annually

• Specific Dates


• Job & History

Management


• Dedicated

Schedule & Delivery

Servers

Scheduling



• Hourly

• Annually

• Specific Dates


• Job & History

Management


• Dedicated

Schedule & Delivery

Servers

Scheduling


BI Publisher – Enterprise Reporting Platform


Reporting – Static ReportUltra High Volume PDF

• Split into smaller

size files

• Provide index.html

to find needed

documents


BIP Scheduler and Bursting Engine

Single Node View

© 2007 Oracle Corporation – Proprietary and Confidential

Quartz Scheduler

Bursting Engine

(partition data and use bursting control file)

Batch Job

Process

Message

Producer

ESS CallbackBIP DB

Consumer

BIP Printer

Consumer

BIP FAX

Consumer

BIP File Sys

Consumer

BIP Email

Consumer

BIP Stellent

Consumer

Custom

ConsumerDelivery

Channels

CU

PS

Report Q

Delivery Q

Email

FAX Delivery

Email Delivery

Schedule Job Q

System T

Delivery Q

FAX


Heavy load

Need Scale

BIP Scheduler and Bursting Engine

Distributed View

© 2007 Oracle Corporation – Proprietary and Confidential

Job Producer

Job Consumer

Report Consumer

Email Delivery

Consumer

FAX Delivery Consumer

Node 1 Node 2

Report Producer

Delivery Producer

Job Producer

Report Producer

Delivery Producer

JMS Distributed Destination

Report Consumer

Job Consumer

Report Consumer

Emil Delivery Consumer

FAX Delivery Consumer

Report Consumer

Heavy load

Need Scale


Deployment, System Management, Performance & Scalability


Oracle BI SecurityIntegration with Identity Management

• Strong security– Comprehensive SSL

– Encrypted metadata catalog

– Report encryption, watermarking & signing

• Authentication & Single Sign-On– Strong Authentication

– Integrates with corporate directories

– Integrates with corporate SSO

– Externalizes authentication

– Easy to configure & setup

• Application roles & authorization– Comprehensive set of application roles

– Externalized for all metadata & data

– Flexible authorization model

• Centralized auditing


Oracle BI Operational ManagementComprehensive Support in Enterprise Manager

• Unified systems management• Across all components

• Across entire lifecycle

• Performance monitoring & tuning• Diagnostics & troubleshooting

• Across single instance & clusters

• 1-click scale-out & online clustering

• Dynamic capacity management

• Automate all operational tasks• Develop, test, deploy

• Scale-out & tune

• Patch & upgrade cycles

• HA patching (rolling restart)


Best in Class Performance, Scalability

& Availability• Performance

• 100s of performance optimizations

• 64-bit memory optimizations

• Native huge page support

• Support for multi-grain cache objects

• Improved cache seeding & query rewrite

• Improved local execution on in-memory cache for better reuse

• Massively scalable with flexible deployment options• Terabytes of data, 10s of thousands of concurrent users

• On-premise single node or clustered

• SaaS with single tenant or multi-tenant

• Standalone or embedded

• Highly available with Active-Active Clustering• Automated user session & query failover

• Online hot patching

• Automated failover to disaster recovery


Reporting Platform for Packaged Applications


Strategic Reporting Solution

For All Oracle Applications

Certified Today:

1. E-Business Suite

2. PeopleSoft Enterprise

3. JD Edwards

4. Siebel

Oracle ReportsRXI, Others …

Crystal Reports

Actuate

FUSION APPLICATIONS

Crystal Reports

Publisher


• Oracle E-Business Suite• In 11i -- 500 templates

In R12.1 -- ALL reports are BI Publisher: 2724 templates and 2092 data sources or data templates across 95 products

Oracle Reports to Publisher Conversion Assistant

• PeopleSoft• Integrated into 8.48

• Products shipping content in R9

• Financials HCM SCM

• Grants CRM Student Admin

• Siebel CRM• Integrated in 8.1.1 119 reports OOTB

• Actuate to Publisher Conversion Assistant

BI Publisher in Oracle Applications

Limited Use License


• J.D. Edwards Enterprise One• Integrated into 8.96

• Allow customers to develop their own templates

• Subsequent releases will add Apps contentJD Edwards EnterpriseOne JDBC driver

• J.D. Edwards World• Integrated in A9.1

Produce XML that can be used as input to BI PublisherAutomated integration in newly released A9.2JD Edwards World JDBC Driver

BI Publisher in Oracle Applications

Limited Use License


BI Publisher in Many Oracle Products

• Oracle Identity Management

• Oracle Life Sciences AERS

• Oracle Life Sciences Data Hub

• Oracle FLEXCUBE Universal Banking

• i-Flex FLEXCUBE Retail

• Oracle FLEXCUBE Direct Banking

• Oracle Reveleus

• Oracle Mantas

• Agile Product Lifecycle Management for Process

• Agile Product Lifecycle Management

• Oracle Hyperion Planning

• Oracle Hyperion Financial Management

• Oracle SOA Governance

• Oracle Retail

• Oracle Global Risk & Compliance

• iFlex FLEXCUBE – IFLEX Reinsurance

• Oracle FLEXCUBE Lending and Leasing

• Oracle Communications Applications

• Oracle Transportation Management

• Oracle Insurance Insbridge Rating andUnderwriting

• Oracle Application Express (APEX)

• Enterprise Manager - Configuration Change Console


Product Strategy and Roadmap


BI Publisher RoadmapContinued Investment and Innovation

20102006 2010

Collaboration Reporting

Web Reports Design

Interactive Reporting

Siebel Integration

PSFT Integration

Web Interface

Office IntegrationEBS Integration

Separation of Data,

Layout, Translation

Fusion Apps Integration

10.1.3.2 10.1.3.3 10.1.3.4 11.1.1.35.6.35.6.1 5.6.2

2007

11.1.1.4 11.1.1.5

200920082005

In-Memory Data Caching

RTF/PDF Template


11G - Highlights


• Both Design and View

• No Client Installation, Any standard

browser including Mobile

• Reports Creation for Business

Users

• No Coding, No Scripting

• Only with Mouse and Click

• Automatic Data Linking and

Filtering

• Unlimited possibility of data

exploring


11G - Highlights

• Faster Data Generation

• Scalable Enterprise Processing

• Instant Report Response

• Accelerate users to obtain insight

and to make actions

• Deliver Reports to Anywhere

with Enormous Volume in

Rapid Speed

• Enterprise Reporting Job

Processing

• Optimized and Distributed Job

Queue Management


Improvements

10G 11G

Data Model

Development

• Database, Web Service, HTTP,

XML file, BI Server/Answers,

Discoverer

• Data Template - Manual XML

Editing with Text Editor

• Data Model Editor Pure Web UI

• No Custom Code

• Global Function

• Custom Column

• Logging

• OLAP, Excel, VO, data sources

Reports Layout

Design

• MSFT Word

• Adobe Professional

• XSL

• Layout Editor - Pure Web UI Layout

Design tool

• MSFT Excel

• Plus what’s supported in 10G

View • Static Reporting with Parameter • Interactive Reporting with Auto

Link/Filtering

• Various performance tuning options

(Smart Memory Cache, File system

cache, Republish)

Schedule/

Deliver

• JMS Queue

• Diagnostic

Security • Supports Fusion Middleware

Security

• Report Object Level Access Control

Education

Oracle BI publisher intro